Per Stirling Capital Management

Per Stirling Capital Management as of March 31, 2025

Portfolio Holdings for Per Stirling Capital Management

Per Stirling Capital Management holds 257 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 7.7 $54M 95k 561.90
Wisdomtree Tr Us Qtly Div Grt (DGRW) 4.3 $30M 379k 79.86
Ishares Tr S&p 500 Val Etf (IVE) 4.2 $29M 154k 190.58
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.3 $23M 454k 50.83
Ishares Tr S&p 500 Grwt Etf (IVW) 3.0 $21M 228k 92.83
Ishares Tr Core S&p Mcp Etf (IJH) 2.7 $19M 323k 58.35
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 2.0 $14M 271k 50.71
First Tr Exchange-traded Intermediate Dur (FIIG) 1.9 $13M 643k 20.75
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 1.9 $13M 304k 43.84
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI) 1.9 $13M 198k 66.48
Ishares Tr Core Msci Eafe (IEFA) 1.8 $13M 165k 75.65
Ishares Tr Core S&p Us Vlu (IUSV) 1.8 $12M 132k 92.29
American Centy Etf Tr Us Quality Grow (QGRO) 1.6 $11M 116k 93.67
Vanguard Wellington Us Multifactor (VFMF) 1.5 $10M 82k 126.31
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.4 $10M 402k 25.04
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $9.3M 89k 104.57
Ishares Tr Msci Intl Vlu Ft (IVLU) 1.3 $9.0M 298k 30.31
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.3 $8.8M 257k 34.25
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) 1.3 $8.7M 230k 37.97
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 1.2 $8.6M 319k 26.82
First Tr Exchange Traded Risng Divd Achiv (RDVY) 1.2 $8.3M 142k 58.54
Vanguard Index Fds Value Etf (VTV) 1.2 $8.2M 48k 172.74
Ishares Tr Msci Usa Min Vol (USMV) 1.2 $8.1M 86k 93.66
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) 1.1 $7.7M 153k 50.63
Apple (AAPL) 1.1 $7.6M 34k 222.13
First Tr Exchange-traded Smid Risng Etf (SDVY) 1.0 $7.3M 217k 33.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $7.2M 15k 468.91
First Tr Mid Cap Core Alphad Com Shs (FNX) 1.0 $7.1M 65k 108.98
Exxon Mobil Corporation (XOM) 1.0 $7.0M 59k 118.93
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $6.9M 247k 27.96
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 1.0 $6.9M 146k 47.04
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.9 $6.3M 76k 82.94
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.9 $6.2M 235k 26.58
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.9 $6.2M 36k 170.89
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.9 $6.0M 186k 32.37
Vanguard World Mega Cap Val Etf (MGV) 0.8 $5.9M 45k 128.84
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.8 $5.5M 138k 39.97
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT) 0.7 $5.2M 135k 38.35
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.7 $5.1M 101k 50.63
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.7 $4.9M 89k 54.76
Putnam Etf Trust Focused Lar Cap (PVAL) 0.7 $4.8M 127k 38.08
Kinder Morgan (KMI) 0.7 $4.8M 169k 28.53
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $4.5M 23k 193.99
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $4.3M 55k 78.28
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.6 $4.2M 70k 59.68
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $4.0M 61k 65.76
T Rowe Price Etf Us Equity Resear (TSPA) 0.6 $4.0M 113k 35.16
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $3.9M 7.7k 513.90
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.6 $3.9M 70k 56.47
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.6 $3.9M 80k 49.16
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.6 $3.9M 74k 52.52
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $3.9M 79k 49.62
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.6 $3.9M 32k 119.73
Amazon (AMZN) 0.6 $3.9M 20k 190.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $3.7M 6.6k 559.35
Ishares Tr Cohen Steer Reit (ICF) 0.5 $3.5M 58k 61.53
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.5 $3.4M 170k 19.87
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.5 $3.3M 67k 50.00
Pacer Fds Tr Us Lrg Cp Cash (COWG) 0.5 $3.3M 107k 30.79
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) 0.4 $3.0M 88k 34.29
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $3.0M 66k 45.26
Select Sector Spdr Tr Communication (XLC) 0.4 $2.8M 29k 96.45
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB) 0.4 $2.8M 76k 36.77
First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.4 $2.6M 29k 90.09
Dell Technologies CL C (DELL) 0.4 $2.5M 27k 91.15
Microsoft Corporation (MSFT) 0.3 $2.4M 6.4k 375.40
Dimensional Etf Trust Internatnal Val (DFIV) 0.3 $2.3M 60k 39.36
Select Sector Spdr Tr Energy (XLE) 0.3 $2.3M 24k 93.45
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $2.2M 114k 19.78
Ishares Tr National Mun Etf (MUB) 0.3 $2.2M 21k 105.44
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $2.1M 42k 50.42
Select Sector Spdr Tr Indl (XLI) 0.3 $2.1M 16k 131.07
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $2.1M 24k 87.17
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.3 $2.1M 58k 35.64
Abbvie (ABBV) 0.3 $2.0M 9.6k 209.51
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $1.9M 18k 105.60
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 0.3 $1.9M 48k 39.16
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $1.9M 19k 97.48
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $1.8M 81k 22.08
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $1.8M 23k 76.57
First Tr Morningstar Divid L SHS (FDL) 0.2 $1.6M 37k 43.44
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $1.6M 21k 78.85
Ishares Tr Core High Dv Etf (HDV) 0.2 $1.6M 13k 121.12
Select Sector Spdr Tr Financial (XLF) 0.2 $1.6M 31k 49.81
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $1.6M 27k 57.14
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $1.5M 11k 146.01
T Rowe Price Etf Small Mid Cap (TMSL) 0.2 $1.5M 49k 30.48
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $1.5M 18k 81.67
Ishares Tr Gbl Comm Svc Etf (IXP) 0.2 $1.4M 15k 97.02
Honeywell International (HON) 0.2 $1.4M 6.7k 211.76
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR) 0.2 $1.4M 37k 37.57
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.4M 7.8k 173.23
Cadence Design Systems (CDNS) 0.2 $1.3M 5.3k 254.35
Wal-Mart Stores (WMT) 0.2 $1.3M 15k 87.79
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $1.3M 15k 85.98
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $1.3M 31k 41.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $1.3M 54k 23.43
Oneok (OKE) 0.2 $1.2M 13k 99.22
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $1.2M 48k 26.20
T Rowe Price Etf Cap Appreciation (TCAF) 0.2 $1.2M 38k 32.28
Chevron Corporation (CVX) 0.2 $1.2M 7.2k 167.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.2M 2.3k 532.68
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $1.2M 19k 61.89
Wisdomtree Tr Em Ex St-owned (XSOE) 0.2 $1.2M 38k 30.87
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.2 $1.2M 24k 48.76
Ishares Silver Tr Ishares (SLV) 0.2 $1.2M 37k 30.99
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $1.1M 24k 48.35
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.2 $1.1M 48k 23.04
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.0M 2.8k 361.14
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $1.0M 22k 45.97
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $1.0M 10k 98.92
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $999k 13k 76.50
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $986k 9.8k 100.62
Fidelity Covington Trust Fundamental Larg (FFLC) 0.1 $974k 22k 43.50
Bowman Consulting Group (BWMN) 0.1 $957k 44k 21.83
Ishares Tr Eafe Value Etf (EFV) 0.1 $955k 16k 58.94
Pacer Fds Tr Developed Mrkt (ICOW) 0.1 $937k 30k 31.41
Alphabet Cap Stk Cl A (GOOGL) 0.1 $930k 6.0k 154.63
Blackstone Group Inc Com Cl A (BX) 0.1 $908k 6.5k 139.77
JPMorgan Chase & Co. (JPM) 0.1 $907k 3.7k 245.31
Northern Trust Corporation (NTRS) 0.1 $905k 9.2k 98.65
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $891k 5.4k 166.01
Hca Holdings (HCA) 0.1 $872k 2.5k 345.52
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $865k 3.1k 274.87
Wisdomtree Tr Intl Qulty Div (IQDG) 0.1 $805k 23k 35.68
Enterprise Products Partners (EPD) 0.1 $804k 24k 34.14
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.1 $760k 14k 54.41
Boeing Company (BA) 0.1 $749k 4.4k 170.55
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.1 $747k 11k 68.21
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $734k 14k 50.85
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $729k 18k 40.49
Proshares Tr Shrt Russell2000 (RWM) 0.1 $724k 35k 20.75
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $723k 2.8k 258.66
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $717k 26k 27.57
Philip Morris International (PM) 0.1 $715k 4.5k 158.73
Etf Opportunities Trust Laffer Ten Eq In (TGLR) 0.1 $696k 24k 28.77
Proshares Tr Short Qqq (PSQ) 0.1 $688k 17k 40.63
Qualcomm (QCOM) 0.1 $687k 4.5k 153.62
Proshares Tr Short S&p 500 Ne (SH) 0.1 $687k 15k 44.56
Abbott Laboratories (ABT) 0.1 $678k 5.1k 132.64
Etf Ser Solutions Distillate Us (DSTL) 0.1 $670k 12k 54.24
3M Company (MMM) 0.1 $669k 4.6k 146.87
Alphabet Cap Stk Cl C (GOOG) 0.1 $641k 4.1k 156.23
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $629k 1.5k 419.81
International Business Machines (IBM) 0.1 $626k 2.5k 248.71
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $625k 6.8k 92.53
Vanguard Wellington Short Trm Tax Ex (VTES) 0.1 $622k 6.2k 100.51
NVIDIA Corporation (NVDA) 0.1 $619k 5.7k 108.38
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $616k 5.7k 108.69
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $608k 20k 30.10
Spdr Index Shs Fds S&p North Amer (NANR) 0.1 $607k 11k 55.51
Tesla Motors (TSLA) 0.1 $598k 2.3k 259.20
Wisdomtree Tr Us Midcap Fund (EZM) 0.1 $594k 10k 59.60
Waste Management (WM) 0.1 $587k 2.5k 231.51
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.1 $584k 10k 57.20
Pacer Fds Tr Globl Cash Etf (GCOW) 0.1 $580k 16k 36.98
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $580k 7.1k 81.69
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.1 $544k 15k 35.66
Select Sector Spdr Tr Technology (XLK) 0.1 $538k 2.6k 206.49
State Street Corporation (STT) 0.1 $538k 6.0k 89.52
Schwab Strategic Tr Internl Divid (SCHY) 0.1 $534k 21k 25.38
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $530k 11k 49.86
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $516k 12k 41.47
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $505k 4.5k 113.13
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $495k 13k 38.85
Palo Alto Networks (PANW) 0.1 $495k 2.9k 170.64
Legg Mason Etf Invt Westn Ast Shrt (WINC) 0.1 $488k 20k 24.20
Johnson & Johnson (JNJ) 0.1 $482k 2.9k 165.83
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $479k 12k 40.19
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $464k 22k 21.53
Advanced Micro Devices (AMD) 0.1 $462k 4.5k 102.74
Wp Carey (WPC) 0.1 $460k 7.3k 63.11
Regeneron Pharmaceuticals (REGN) 0.1 $457k 720.00 634.29
First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $449k 3.7k 120.93
Freeport-mcmoran CL B (FCX) 0.1 $444k 12k 37.86
At&t (T) 0.1 $440k 16k 28.28
Applied Materials (AMAT) 0.1 $431k 3.0k 145.10
Rci Hospitality Hldgs (RICK) 0.1 $429k 10k 42.94
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.1 $424k 6.1k 68.94
McDonald's Corporation (MCD) 0.1 $419k 1.3k 312.32
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $414k 17k 24.34
Alps Etf Tr Alerian Energy (ENFR) 0.1 $410k 13k 32.77
Tcw Etf Trust Transfrm 500 Etf (VOTE) 0.1 $405k 6.2k 65.39
Talen Energy Corp (TLN) 0.1 $402k 2.0k 199.67
Reaves Util Income Com Sh Ben Int (UTG) 0.1 $398k 12k 32.54
Palantir Technologies Cl A (PLTR) 0.1 $398k 4.7k 84.40
Broadcom (AVGO) 0.1 $392k 2.3k 167.45
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $388k 4.3k 89.65
Lockheed Martin Corporation (LMT) 0.1 $387k 866.00 446.65
Eaton Corp SHS (ETN) 0.1 $382k 1.4k 271.91
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $378k 3.7k 102.40
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $375k 3.8k 97.95
Vanguard Index Fds Small Cp Etf (VB) 0.1 $374k 1.7k 221.81
Walt Disney Company (DIS) 0.1 $372k 3.8k 98.69
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.1 $371k 6.9k 53.50
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $362k 2.8k 128.97
Firstcash Holdings (FCFS) 0.1 $359k 3.0k 120.32
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.1 $356k 10k 34.20
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $354k 2.6k 135.66
Ishares Tr Global 100 Etf (IOO) 0.1 $351k 3.6k 96.28
Merck & Co (MRK) 0.1 $349k 3.9k 89.76
Vanguard Index Fds Growth Etf (VUG) 0.1 $348k 939.00 370.69
Antero Res (AR) 0.0 $343k 8.5k 40.44
Raytheon Technologies Corp (RTX) 0.0 $338k 2.5k 132.46
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $332k 4.2k 78.29
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $332k 3.6k 92.80
Illinois Tool Works (ITW) 0.0 $331k 1.3k 248.01
Costco Wholesale Corporation (COST) 0.0 $331k 350.00 945.95
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.0 $331k 5.2k 63.80
Pimco Etf Tr 0-5 High Yield (HYS) 0.0 $329k 3.5k 93.67
Ishares Tr Core 60/40 Balan (AOR) 0.0 $318k 5.5k 57.57
Snowflake Cl A (SNOW) 0.0 $316k 2.2k 146.16
Union Pacific Corporation (UNP) 0.0 $312k 1.3k 236.18
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.0 $312k 3.1k 99.88
T Rowe Price Etf Price Blue Chip (TCHP) 0.0 $310k 8.1k 38.09
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $305k 4.5k 68.32
Coca-Cola Company (KO) 0.0 $303k 4.2k 71.61
Texas Instruments Incorporated (TXN) 0.0 $301k 1.7k 179.70
Lowe's Companies (LOW) 0.0 $295k 1.3k 233.26
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.0 $293k 2.6k 111.49
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $291k 13k 23.16
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.0 $288k 6.0k 47.80
ConocoPhillips (COP) 0.0 $288k 2.7k 105.02
Morgan Stanley Etf Trust Calvert Internat (CVIE) 0.0 $279k 4.8k 57.89
Visa Com Cl A (V) 0.0 $274k 782.00 350.26
Vanguard World Industrial Etf (VIS) 0.0 $272k 1.1k 247.61
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $272k 7.1k 38.34
Mastercard Incorporated Cl A (MA) 0.0 $268k 489.00 548.46
Ishares Esg Awr Msci Em (ESGE) 0.0 $262k 7.5k 34.95
Realty Income (O) 0.0 $259k 4.5k 58.01
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.0 $255k 6.1k 42.15
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.0 $251k 5.0k 49.73
Fidelity Covington Trust Divid Etf Risi (FDRR) 0.0 $248k 5.0k 49.95
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.0 $243k 9.9k 24.44
Procter & Gamble Company (PG) 0.0 $243k 1.4k 170.47
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.0 $239k 6.3k 37.68
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $238k 445.00 534.04
Ishares Msci Singpor Etf (EWS) 0.0 $237k 10k 23.76
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR) 0.0 $234k 6.3k 37.23
Franklin Templeton Etf Tr Franklin India (FLIN) 0.0 $233k 6.3k 36.84
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $232k 1.9k 121.91
Southern Company (SO) 0.0 $230k 2.5k 91.94
Western Midstream Partners L Com Unit Lp Int (WES) 0.0 $227k 5.5k 40.96
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 0.0 $219k 5.2k 41.92
Verizon Communications (VZ) 0.0 $219k 4.8k 45.36
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.0 $217k 5.0k 43.40
Pepsi (PEP) 0.0 $217k 1.4k 149.96
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $216k 1.3k 172.23
Oklo Com Cl A (OKLO) 0.0 $213k 9.8k 21.63
Phillips 66 (PSX) 0.0 $211k 1.7k 123.48
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $210k 3.4k 62.11
American Express Company (AXP) 0.0 $209k 778.00 269.08
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $204k 4.4k 46.02
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.0 $203k 5.1k 39.68
Stryker Corporation (SYK) 0.0 $202k 544.00 372.10
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.0 $201k 4.9k 40.90
Nuscale Pwr Corp Cl A Com (SMR) 0.0 $187k 13k 14.16