Personal Cfo Solutions

Personal Cfo Solutions as of March 31, 2023

Portfolio Holdings for Personal Cfo Solutions

Personal Cfo Solutions holds 470 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Chubb (CB) 6.5 $32M 163k 194.18
Ishares Tr Short Treas Bd (SHV) 4.4 $21M 192k 110.50
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 3.0 $15M 476k 30.78
Apple (AAPL) 2.7 $13M 81k 164.90
Innovator Etfs Tr Intrnl Dev Aprl (IAPR) 2.1 $10M 416k 24.51
Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR) 1.9 $9.3M 349k 26.60
Itt (ITT) 1.8 $8.7M 101k 86.30
Microsoft Corporation (MSFT) 1.7 $8.1M 28k 288.30
Innovator Etfs Tr Us Equt Bufr Aug (BAUG) 1.7 $8.0M 253k 31.56
Amazon (AMZN) 1.5 $7.4M 72k 103.29
CNA Financial Corporation (CNA) 1.3 $6.5M 165k 39.03
Innovator Etfs Tr Defined Wlt Shld (BALT) 1.3 $6.1M 225k 27.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $6.1M 16k 376.07
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.2 $5.9M 109k 54.60
Alphabet Cap Stk Cl A (GOOGL) 1.2 $5.7M 55k 103.73
Innovator Etfs Tr GRWT100 PWR BF (NAPR) 1.1 $5.2M 133k 38.94
Fidelity Covington Trust Msci Indl Indx (FIDU) 1.1 $5.1M 97k 52.89
Fidelity Covington Trust Consmr Staples (FSTA) 1.0 $5.0M 111k 45.15
Merck & Co (MRK) 1.0 $4.8M 45k 106.39
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.9 $4.6M 50k 91.21
Alphabet Cap Stk Cl C (GOOG) 0.9 $4.3M 42k 104.00
Proshares Tr Hd Replication (HDG) 0.9 $4.1M 86k 47.97
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.8 $4.0M 66k 61.47
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $3.9M 37k 105.50
Innovator Etfs Tr Emrgng Mkt April (EAPR) 0.8 $3.7M 153k 24.44
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.7 $3.6M 37k 99.12
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) 0.7 $3.6M 114k 31.63
Select Sector Spdr Tr Energy (XLE) 0.7 $3.5M 43k 82.83
Accenture Plc Ireland Shs Class A (ACN) 0.7 $3.4M 12k 285.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $3.2M 7.8k 409.38
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $3.1M 38k 82.16
Pfizer (PFE) 0.6 $2.9M 71k 40.80
Fidelity Covington Trust High Divid Etf (FDVV) 0.6 $2.8M 74k 38.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $2.7M 8.9k 308.77
Ishares Tr Core S&p500 Etf (IVV) 0.6 $2.7M 6.6k 411.11
Alps Etf Tr Equal Sec Etf (EQL) 0.6 $2.7M 27k 99.53
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.5 $2.6M 28k 94.74
Pmv Pharmaceuticals (PMVP) 0.5 $2.6M 550k 4.77
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.5 $2.5M 86k 28.94
Visa Com Cl A (V) 0.5 $2.5M 11k 225.45
Exxon Mobil Corporation (XOM) 0.5 $2.4M 22k 109.66
Adobe Systems Incorporated (ADBE) 0.5 $2.3M 6.0k 385.37
Chevron Corporation (CVX) 0.5 $2.3M 14k 163.16
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $2.3M 22k 106.37
General Dynamics Corporation (GD) 0.5 $2.2M 9.8k 228.21
Verizon Communications (VZ) 0.4 $2.2M 56k 38.89
Mastercard Incorporated Cl A (MA) 0.4 $2.2M 5.9k 363.40
American Express Company (AXP) 0.4 $2.1M 13k 164.96
Spdr Gold Tr Gold Shs (GLD) 0.4 $2.1M 12k 183.23
Johnson & Johnson (JNJ) 0.4 $2.1M 14k 154.99
Comcast Corp Cl A (CMCSA) 0.4 $2.1M 55k 37.91
UnitedHealth (UNH) 0.4 $2.0M 4.3k 472.54
Novo-nordisk A S Adr (NVO) 0.4 $2.0M 13k 159.14
Aon Shs Cl A (AON) 0.4 $2.0M 6.4k 315.27
Netflix (NFLX) 0.4 $2.0M 5.7k 345.50
Select Sector Spdr Tr Technology (XLK) 0.4 $1.9M 13k 151.01
Servicenow (NOW) 0.4 $1.9M 4.1k 464.72
salesforce (CRM) 0.4 $1.8M 9.1k 199.78
Pacer Fds Tr Developed Mrkt (ICOW) 0.4 $1.8M 61k 29.61
Tesla Motors (TSLA) 0.4 $1.8M 8.7k 207.47
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.4 $1.8M 18k 101.18
Asml Holding N V N Y Registry Shs (ASML) 0.3 $1.7M 2.5k 680.59
Autodesk (ADSK) 0.3 $1.6M 7.9k 208.16
Raytheon Technologies Corp (RTX) 0.3 $1.6M 16k 97.93
Abbott Laboratories (ABT) 0.3 $1.4M 14k 101.26
McKesson Corporation (MCK) 0.3 $1.3M 3.8k 356.06
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.3M 4.2k 320.96
Canadian Pacific Railway 0.3 $1.3M 17k 76.94
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $1.3M 28k 46.95
CVS Caremark Corporation (CVS) 0.3 $1.3M 17k 74.31
Ferrari Nv Ord (RACE) 0.3 $1.3M 4.6k 270.91
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.3 $1.2M 39k 31.64
JPMorgan Chase & Co. (JPM) 0.3 $1.2M 9.5k 130.31
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.2M 8.0k 154.02
W.R. Berkley Corporation (WRB) 0.3 $1.2M 20k 62.26
Procter & Gamble Company (PG) 0.2 $1.2M 8.1k 148.69
At&t (T) 0.2 $1.2M 62k 19.25
Cisco Systems (CSCO) 0.2 $1.2M 23k 52.27
Meta Platforms Cl A (META) 0.2 $1.2M 5.5k 211.96
Astrazeneca Sponsored Adr (AZN) 0.2 $1.2M 17k 69.41
Thermo Fisher Scientific (TMO) 0.2 $1.2M 2.0k 576.44
Icon SHS (ICLR) 0.2 $1.1M 5.3k 213.57
Simon Property (SPG) 0.2 $1.1M 10k 111.97
Coca-Cola Company (KO) 0.2 $1.1M 18k 62.03
Pepsi (PEP) 0.2 $1.1M 5.8k 182.30
Quest Diagnostics Incorporated (DGX) 0.2 $1.0M 7.3k 141.49
Linde SHS (LIN) 0.2 $1.0M 2.9k 355.49
Southern Company (SO) 0.2 $1.0M 15k 69.58
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.0M 20k 50.66
Atlassian Corporation Cl A (TEAM) 0.2 $1.0M 6.0k 171.17
Bristol Myers Squibb (BMY) 0.2 $988k 14k 69.31
Intel Corporation (INTC) 0.2 $978k 30k 32.67
First Tr Morningstar Divid L SHS (FDL) 0.2 $970k 27k 35.50
Paramount Global Class B Com (PARA) 0.2 $950k 43k 22.31
Lennar Corp Cl A (LEN) 0.2 $947k 9.0k 105.11
NVIDIA Corporation (NVDA) 0.2 $946k 3.4k 277.80
Abbvie (ABBV) 0.2 $941k 5.9k 159.36
Intuit (INTU) 0.2 $939k 2.1k 445.84
Airbnb Com Cl A (ABNB) 0.2 $936k 7.5k 124.40
Illumina (ILMN) 0.2 $896k 3.9k 232.55
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $895k 6.1k 146.71
Gilead Sciences (GILD) 0.2 $892k 11k 82.97
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $880k 8.0k 109.61
Valero Energy Corporation (VLO) 0.2 $878k 6.3k 139.61
Paypal Holdings (PYPL) 0.2 $876k 12k 75.94
Norfolk Southern (NSC) 0.2 $874k 4.1k 211.99
Celanese Corporation (CE) 0.2 $864k 7.9k 108.89
Qualcomm (QCOM) 0.2 $850k 6.7k 127.57
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $849k 13k 66.12
Alkermes SHS (ALKS) 0.2 $846k 30k 28.19
Home Depot (HD) 0.2 $841k 2.8k 295.16
Goldman Sachs (GS) 0.2 $833k 2.5k 327.12
Ameriprise Financial (AMP) 0.2 $825k 2.7k 306.54
International Business Machines (IBM) 0.2 $824k 6.3k 131.08
Wal-Mart Stores (WMT) 0.2 $803k 5.4k 147.46
Icici Bank Adr (IBN) 0.2 $800k 37k 21.58
Bank of America Corporation (BAC) 0.2 $793k 28k 28.60
Altria (MO) 0.2 $787k 18k 44.62
First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) 0.2 $787k 42k 18.95
Steris Shs Usd (STE) 0.2 $786k 4.1k 191.26
McDonald's Corporation (MCD) 0.2 $784k 2.8k 279.57
Gartner (IT) 0.2 $781k 2.4k 325.77
Nucor Corporation (NUE) 0.2 $778k 5.0k 154.48
Medtronic SHS (MDT) 0.2 $776k 9.6k 80.62
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.2 $754k 8.4k 89.96
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $750k 12k 62.40
Eli Lilly & Co. (LLY) 0.2 $745k 2.2k 343.38
Zoetis Cl A (ZTS) 0.2 $745k 4.5k 166.44
Nike CL B (NKE) 0.2 $740k 6.0k 122.65
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $739k 59k 12.47
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $738k 3.6k 204.12
Analog Devices (ADI) 0.1 $722k 3.7k 197.21
Cigna Corp (CI) 0.1 $718k 2.8k 255.57
Fidelity National Information Services (FIS) 0.1 $713k 13k 54.33
ConocoPhillips (COP) 0.1 $712k 7.2k 99.21
Broadcom (AVGO) 0.1 $711k 1.1k 641.44
Arch Cap Group Ord (ACGL) 0.1 $709k 10k 67.87
Enterprise Products Partners (EPD) 0.1 $691k 27k 25.90
Waste Connections (WCN) 0.1 $690k 5.0k 139.08
Honeywell International (HON) 0.1 $689k 3.6k 191.11
Mettler-Toledo International (MTD) 0.1 $688k 450.00 1528.51
Pioneer Natural Resources (PXD) 0.1 $678k 3.3k 204.25
Danaher Corporation (DHR) 0.1 $677k 2.7k 252.06
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $662k 7.0k 93.89
Moody's Corporation (MCO) 0.1 $660k 2.2k 306.02
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $658k 6.8k 96.70
NVR (NVR) 0.1 $658k 118.00 5572.19
Amgen (AMGN) 0.1 $647k 2.7k 241.72
Xylem (XYL) 0.1 $641k 6.1k 104.70
Corteva (CTVA) 0.1 $610k 10k 60.31
Texas Instruments Incorporated (TXN) 0.1 $610k 3.3k 186.01
Emerson Electric (EMR) 0.1 $610k 7.0k 87.14
Air Products & Chemicals (APD) 0.1 $608k 2.1k 287.26
Ishares Silver Tr Ishares (SLV) 0.1 $607k 27k 22.12
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $606k 20k 30.13
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.1 $602k 4.7k 127.59
Humana (HUM) 0.1 $599k 1.2k 485.50
Anthem (ELV) 0.1 $599k 1.3k 459.70
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $598k 3.9k 151.78
Boeing Company (BA) 0.1 $592k 2.8k 212.45
Hp (HPQ) 0.1 $591k 20k 29.35
Philip Morris International (PM) 0.1 $585k 6.0k 97.24
Phillips 66 (PSX) 0.1 $585k 5.8k 101.39
Ishares Tr Russell 2000 Etf (IWM) 0.1 $577k 3.2k 178.40
Whirlpool Corporation (WHR) 0.1 $576k 4.4k 132.01
Marsh & McLennan Companies (MMC) 0.1 $574k 3.4k 166.56
Thomson Reuters Corp. Com New 0.1 $573k 4.4k 130.12
Morgan Stanley Com New (MS) 0.1 $572k 6.5k 87.80
Lowe's Companies (LOW) 0.1 $572k 2.9k 199.99
Public Service Enterprise (PEG) 0.1 $572k 9.2k 62.45
FirstEnergy (FE) 0.1 $571k 14k 40.06
BioCryst Pharmaceuticals (BCRX) 0.1 $565k 68k 8.34
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $564k 13k 44.87
Ishares Tr U.s. Insrnce Etf (IAK) 0.1 $564k 6.6k 85.62
Citigroup Com New (C) 0.1 $562k 12k 46.89
United Parcel Service CL B (UPS) 0.1 $554k 2.9k 194.00
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $553k 9.4k 58.54
Incyte Corporation (INCY) 0.1 $551k 7.6k 72.27
Alps Etf Tr Oshares Us Qualt (OUSA) 0.1 $545k 13k 42.15
Epam Systems (EPAM) 0.1 $542k 1.8k 299.00
Westrock (WRK) 0.1 $540k 18k 30.47
Carrier Global Corporation (CARR) 0.1 $535k 12k 45.75
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.1 $524k 18k 29.50
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 0.1 $524k 13k 39.86
Duke Energy Corp Com New (DUK) 0.1 $524k 5.4k 96.47
Principal Financial (PFG) 0.1 $523k 7.0k 74.32
BlackRock (BLK) 0.1 $521k 779.00 668.71
Centene Corporation (CNC) 0.1 $519k 8.2k 63.21
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $513k 5.5k 93.02
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $511k 8.0k 63.89
Mondelez Intl Cl A (MDLZ) 0.1 $508k 7.3k 69.72
Sap Se Spon Adr (SAP) 0.1 $508k 4.0k 126.55
Parker-Hannifin Corporation (PH) 0.1 $508k 1.5k 336.05
ResMed (RMD) 0.1 $504k 2.3k 218.96
Wells Fargo & Company (WFC) 0.1 $503k 14k 37.38
Regeneron Pharmaceuticals (REGN) 0.1 $500k 608.00 821.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $496k 12k 40.40
Automatic Data Processing (ADP) 0.1 $495k 2.2k 222.66
Constellation Brands Cl A (STZ) 0.1 $494k 2.2k 225.94
Marathon Petroleum Corp (MPC) 0.1 $482k 3.6k 134.83
Applied Materials (AMAT) 0.1 $480k 3.9k 122.84
Lam Research Corporation (LRCX) 0.1 $476k 898.00 530.35
Costco Wholesale Corporation (COST) 0.1 $470k 946.00 496.71
Ishares Tr Core Total Usd (IUSB) 0.1 $467k 10k 46.15
Walt Disney Company (DIS) 0.1 $467k 4.7k 100.14
Best Buy (BBY) 0.1 $465k 5.9k 78.27
General Electric Com New (GE) 0.1 $464k 4.9k 95.60
NetApp (NTAP) 0.1 $457k 7.2k 63.85
Northrop Grumman Corporation (NOC) 0.1 $455k 985.00 461.51
Align Technology (ALGN) 0.1 $453k 1.4k 334.14
Nextera Energy (NEE) 0.1 $453k 5.9k 77.07
Starbucks Corporation (SBUX) 0.1 $450k 4.3k 104.14
Ishares Tr Msci Eafe Etf (EFA) 0.1 $450k 6.3k 71.52
Microchip Technology (MCHP) 0.1 $449k 5.4k 83.79
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $448k 2.9k 152.26
Bank of New York Mellon Corporation (BK) 0.1 $444k 9.8k 45.44
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $439k 9.7k 45.17
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $438k 6.6k 66.73
Ensign (ENSG) 0.1 $438k 4.6k 95.53
EOG Resources (EOG) 0.1 $436k 3.8k 114.63
Advance Auto Parts (AAP) 0.1 $432k 3.6k 121.62
SYSCO Corporation (SYY) 0.1 $429k 5.6k 77.23
Ishares Msci Emerg Mrkt (EEMV) 0.1 $423k 7.8k 54.57
Stanley Black & Decker (SWK) 0.1 $423k 5.2k 80.59
Ansys (ANSS) 0.1 $422k 1.3k 332.80
Dupont De Nemours (DD) 0.1 $421k 5.9k 71.77
Workday Cl A (WDAY) 0.1 $421k 2.0k 206.54
Global X Fds Millennial Consu (MILN) 0.1 $421k 14k 29.75
Fox Corp Cl A Com (FOXA) 0.1 $417k 12k 34.05
Tyson Foods Cl A (TSN) 0.1 $413k 7.0k 59.32
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $412k 1.7k 244.39
Inter Parfums (IPAR) 0.1 $411k 2.9k 142.24
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $410k 7.7k 53.47
Becton, Dickinson and (BDX) 0.1 $410k 1.7k 247.61
Nexstar Media Group Common Stock (NXST) 0.1 $409k 2.4k 172.63
Prologis (PLD) 0.1 $409k 3.3k 124.75
Proshares Tr S&p Mdcp 400 Div (REGL) 0.1 $407k 5.8k 70.75
American Electric Power Company (AEP) 0.1 $405k 4.5k 90.99
Xcel Energy (XEL) 0.1 $403k 6.0k 67.44
Progressive Corporation (PGR) 0.1 $402k 2.8k 143.07
Deere & Company (DE) 0.1 $401k 972.00 412.75
3M Company (MMM) 0.1 $398k 3.8k 105.11
Sony Group Corporation Sponsored Adr (SONY) 0.1 $397k 4.4k 90.65
O'reilly Automotive (ORLY) 0.1 $392k 462.00 848.98
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $392k 9.6k 40.98
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $391k 1.6k 250.21
PNC Financial Services (PNC) 0.1 $391k 3.1k 127.09
Perrigo SHS (PRGO) 0.1 $388k 11k 35.87
Discover Financial Services (DFS) 0.1 $387k 3.9k 98.83
Palo Alto Networks (PANW) 0.1 $385k 1.9k 199.76
Wingstop (WING) 0.1 $384k 2.1k 183.57
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $382k 3.4k 113.96
Vanguard Index Fds Large Cap Etf (VV) 0.1 $382k 2.0k 186.81
Crown Castle Intl (CCI) 0.1 $382k 2.9k 133.82
Travel Leisure Ord (TNL) 0.1 $382k 9.7k 39.20
Materion Corporation (MTRN) 0.1 $380k 3.3k 116.01
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.1 $378k 8.6k 44.18
Charles Schwab Corporation (SCHW) 0.1 $377k 7.2k 52.38
L3harris Technologies (LHX) 0.1 $377k 1.9k 196.19
TJX Companies (TJX) 0.1 $375k 4.8k 78.37
Kroger (KR) 0.1 $374k 7.6k 49.37
Fomento Economico Mexicano S Spon Adr Units (FMX) 0.1 $368k 3.9k 95.19
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.1 $367k 6.8k 53.61
Oracle Corporation (ORCL) 0.1 $361k 3.9k 92.91
BP Sponsored Adr (BP) 0.1 $358k 9.4k 37.94
Universal Display Corporation (OLED) 0.1 $355k 2.3k 155.15
Lockheed Martin Corporation (LMT) 0.1 $351k 743.00 472.56
Cme (CME) 0.1 $350k 1.8k 191.49
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $349k 55k 6.39
Lululemon Athletica (LULU) 0.1 $346k 949.00 364.19
Fortinet (FTNT) 0.1 $345k 5.2k 66.46
Stevanato Group S P A Ord Shs (STVN) 0.1 $340k 13k 25.90
Docusign (DOCU) 0.1 $339k 5.8k 58.30
Cabot Oil & Gas Corporation (CTRA) 0.1 $339k 14k 24.54
Brunswick Corporation (BC) 0.1 $337k 4.1k 82.01
Cognizant Technology Solutio Cl A (CTSH) 0.1 $336k 5.5k 60.93
Element Solutions (ESI) 0.1 $336k 17k 19.31
Dex (DXCM) 0.1 $333k 2.9k 116.18
Warner Bros Discovery Com Ser A (WBD) 0.1 $331k 22k 15.10
Capital One Financial (COF) 0.1 $331k 3.4k 96.15
Landstar System (LSTR) 0.1 $330k 1.8k 179.21
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $330k 9.3k 35.30
Ark Etf Tr Innovation Etf (ARKK) 0.1 $329k 8.1k 40.34
Insperity (NSP) 0.1 $328k 2.7k 121.53
W.W. Grainger (GWW) 0.1 $326k 473.00 689.32
Northern Oil And Gas Inc Mn (NOG) 0.1 $326k 11k 30.35
Caterpillar (CAT) 0.1 $326k 1.4k 228.77
Arthur J. Gallagher & Co. (AJG) 0.1 $325k 1.7k 191.30
Cadence Design Systems (CDNS) 0.1 $325k 1.5k 210.09
Wyndham Hotels And Resorts (WH) 0.1 $320k 4.7k 67.85
Cohen & Steers (CNS) 0.1 $320k 5.0k 63.96
LeMaitre Vascular (LMAT) 0.1 $320k 6.2k 51.47
Encompass Health Corp (EHC) 0.1 $319k 5.9k 54.10
Standex Int'l (SXI) 0.1 $318k 2.6k 122.45
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.1 $318k 9.9k 32.17
Ishares Msci Jpn Etf New (EWJ) 0.1 $317k 5.4k 58.69
Ishares Tr Us Infrastruc (IFRA) 0.1 $314k 8.4k 37.32
Chord Energy Corporation Com New (CHRD) 0.1 $314k 2.3k 134.61
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $314k 3.8k 83.04
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $312k 3.4k 90.55
Constellation Energy (CEG) 0.1 $311k 4.0k 78.50
Casey's General Stores (CASY) 0.1 $309k 1.4k 216.51
Martin Marietta Materials (MLM) 0.1 $308k 867.00 355.08
Bwx Technologies (BWXT) 0.1 $307k 4.9k 63.03
Eaton Corp SHS (ETN) 0.1 $306k 1.8k 171.36
Relx Sponsored Adr (RELX) 0.1 $306k 9.4k 32.44
Littelfuse (LFUS) 0.1 $305k 1.1k 268.18
Hershey Company (HSY) 0.1 $303k 1.2k 254.43
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $303k 3.6k 83.44
Allison Transmission Hldngs I (ALSN) 0.1 $298k 6.6k 45.24
Bhp Group Sponsored Ads (BHP) 0.1 $297k 4.7k 63.41
Chemed Corp Com Stk (CHE) 0.1 $296k 551.00 537.83
Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) 0.1 $296k 6.4k 46.06
Civitas Resources Com New (CIVI) 0.1 $296k 4.3k 68.35
CarMax (KMX) 0.1 $295k 4.6k 64.28
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.1 $295k 10k 28.82
Home BancShares (HOMB) 0.1 $294k 14k 21.71
Cincinnati Financial Corporation (CINF) 0.1 $294k 2.6k 112.08
American Tower Reit (AMT) 0.1 $292k 1.4k 204.28
Ecolab (ECL) 0.1 $292k 1.8k 165.54
Utz Brands Com Cl A (UTZ) 0.1 $292k 18k 16.47
Tenaris S A Sponsored Ads (TS) 0.1 $288k 10k 28.42
Hamilton Lane Cl A (HLNE) 0.1 $288k 3.9k 73.98
Terreno Realty Corporation (TRNO) 0.1 $285k 4.4k 64.59
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $284k 40k 7.05
Intuitive Surgical Com New (ISRG) 0.1 $284k 1.1k 255.47
Biogen Idec (BIIB) 0.1 $283k 1.0k 278.03
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.1 $282k 9.6k 29.40
Tetra Tech (TTEK) 0.1 $282k 1.9k 146.89
Exp World Holdings Inc equities (EXPI) 0.1 $282k 22k 12.69
Kinsale Cap Group (KNSL) 0.1 $280k 932.00 300.18
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $280k 9.8k 28.56
Kellogg Company (K) 0.1 $277k 4.1k 66.96
Shutterstock (SSTK) 0.1 $277k 3.8k 72.60
Chesapeake Utilities Corporation (CPK) 0.1 $276k 2.2k 127.98
T. Rowe Price (TROW) 0.1 $276k 2.4k 112.89
Fiserv (FI) 0.1 $274k 2.4k 113.03
U.S. Physical Therapy (USPH) 0.1 $273k 2.8k 97.90
Amphenol Corp Cl A (APH) 0.1 $273k 3.3k 81.71
Nxp Semiconductors N V (NXPI) 0.1 $272k 1.5k 186.43
Yum! Brands (YUM) 0.1 $272k 2.1k 132.11
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $271k 11k 25.50
Bank Ozk (OZK) 0.1 $270k 7.9k 34.20
Abb Sponsored Adr (ABBNY) 0.1 $270k 7.9k 34.30
Welltower Inc Com reit (WELL) 0.1 $270k 3.8k 71.69
Proshares Tr S&p Tech Dividen (TDV) 0.1 $270k 4.4k 61.17
Shell Spon Ads (SHEL) 0.1 $269k 4.7k 57.54
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $267k 848.00 315.07
Snap-on Incorporated (SNA) 0.1 $266k 1.1k 246.82
Power Integrations (POWI) 0.1 $266k 3.1k 84.63
Msci (MSCI) 0.1 $265k 473.00 559.85
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 0.1 $265k 8.4k 31.45
Hartford Financial Services (HIG) 0.1 $263k 3.8k 69.69
Advisorshares Tr Dorsey Wrigt Adr (AADR) 0.1 $263k 5.5k 47.77
Enbridge (ENB) 0.1 $263k 6.9k 38.15
Ishares Core Msci Emkt (IEMG) 0.1 $262k 5.4k 48.79
RPM International (RPM) 0.1 $260k 3.0k 87.25
Air Lease Corp Cl A (AL) 0.1 $260k 6.6k 39.37
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.1 $259k 12k 21.05
Atmos Energy Corporation (ATO) 0.1 $259k 2.3k 112.36
Hdfc Bank Sponsored Ads (HDB) 0.1 $257k 3.9k 66.67
Global Payments (GPN) 0.1 $255k 2.4k 105.22
Hologic (HOLX) 0.1 $253k 3.1k 80.70
GSK Sponsored Adr (GSK) 0.1 $253k 7.1k 35.58
Federal Agric Mtg Corp CL C (AGM) 0.1 $251k 1.9k 133.16
Cogent Communications Hldgs Com New (CCOI) 0.1 $250k 3.9k 63.73
Kraft Heinz (KHC) 0.1 $249k 6.4k 38.67
Block Cl A (SQ) 0.1 $249k 3.6k 68.65
Trane Technologies SHS (TT) 0.1 $249k 1.4k 183.92
United Rentals (URI) 0.1 $247k 624.00 395.82
Consolidated Edison (ED) 0.1 $247k 2.6k 95.68
Innovator Etfs Tr Us Eqty Bufr Jun (BJUN) 0.1 $247k 7.7k 32.00
Monro Muffler Brake (MNRO) 0.1 $246k 5.0k 49.43
Paccar (PCAR) 0.1 $246k 3.4k 73.20
Enviva (EVA) 0.1 $245k 8.5k 28.88
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $245k 2.7k 90.45
Ufp Industries (UFPI) 0.1 $244k 3.1k 79.46
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $243k 7.5k 32.35
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $242k 5.0k 48.79
ACADIA Pharmaceuticals (ACAD) 0.0 $242k 13k 18.82
ABM Industries (ABM) 0.0 $241k 5.4k 44.94
Quaker Chemical Corporation (KWR) 0.0 $241k 1.2k 197.92
Iron Mountain (IRM) 0.0 $241k 4.6k 52.91
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $240k 9.7k 24.79
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.0 $239k 205.00 1167.76
Fidelity Covington Trust Msci Matls Index (FMAT) 0.0 $239k 5.2k 45.59
Kulicke and Soffa Industries (KLIC) 0.0 $239k 4.5k 52.69
Lakeland Financial Corporation (LKFN) 0.0 $238k 3.8k 62.65
Ing Groep Sponsored Adr (ING) 0.0 $237k 20k 11.87
HEICO Corporation (HEI) 0.0 $237k 1.4k 171.04
Motorola Solutions Com New (MSI) 0.0 $237k 826.00 286.26
AutoZone (AZO) 0.0 $236k 96.00 2458.15
Advanced Micro Devices (AMD) 0.0 $236k 2.4k 98.00
Ypf Sociedad Anonima Spon Adr Cl D (YPF) 0.0 $235k 21k 10.98
Nexpoint Residential Tr (NXRT) 0.0 $235k 5.4k 43.67
Dover Corporation (DOV) 0.0 $234k 1.5k 151.92
Vici Pptys (VICI) 0.0 $233k 7.1k 32.62
Arista Networks (ANET) 0.0 $233k 1.4k 167.86
Us Bancorp Del Com New (USB) 0.0 $233k 6.5k 36.05
Albemarle Corporation (ALB) 0.0 $232k 1.1k 221.00
Cummins (CMI) 0.0 $232k 970.00 238.90
Ishares Tr Europe Etf (IEV) 0.0 $231k 4.6k 50.02
Archer Daniels Midland Company (ADM) 0.0 $230k 2.9k 79.67
Etf Managers Tr Prime Cybr Scrty 0.0 $229k 4.8k 47.82
Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $228k 2.5k 92.82
Posco Holdings Sponsored Adr (PKX) 0.0 $228k 3.3k 69.69
Zimmer Holdings (ZBH) 0.0 $227k 1.8k 129.23
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $227k 2.5k 91.24
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $227k 5.3k 42.75
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.0 $226k 4.5k 50.32
Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) 0.0 $225k 2.8k 80.46
Waste Management (WM) 0.0 $225k 1.4k 163.22
Stmicroelectronics N V Ny Registry (STM) 0.0 $223k 4.2k 53.49
Equinix (EQIX) 0.0 $223k 309.00 720.46
Ase Technology Hldg Sponsored Ads (ASX) 0.0 $223k 28k 7.97
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $223k 2.9k 75.54
V.F. Corporation (VFC) 0.0 $222k 9.7k 22.91
Tsakos Energy Navigation SHS (TNP) 0.0 $222k 11k 19.43
Stryker Corporation (SYK) 0.0 $222k 776.00 285.60
PPG Industries (PPG) 0.0 $221k 1.7k 133.61
Cdw (CDW) 0.0 $219k 1.1k 194.91
Cable One (CABO) 0.0 $219k 312.00 702.06
Proshares Tr Sht 7-10 Yr Tr (TBX) 0.0 $219k 7.9k 27.87
Trip Com Group Ads (TCOM) 0.0 $218k 5.8k 37.67
Blackstone Group Inc Com Cl A (BX) 0.0 $218k 2.5k 87.83
CRA International (CRAI) 0.0 $218k 2.0k 107.84
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $218k 6.2k 35.20
CRH Adr 0.0 $217k 4.3k 50.87
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.0 $216k 2.7k 81.06
Target Corporation (TGT) 0.0 $214k 1.3k 165.65
UMH Properties (UMH) 0.0 $214k 15k 14.79
Innovator Etfs Tr Us Eqty Bufr Mar (BMAR) 0.0 $214k 6.2k 34.66
Iqvia Holdings (IQV) 0.0 $212k 1.1k 198.89
Ventas (VTR) 0.0 $210k 4.9k 43.35
Hldgs (UAL) 0.0 $210k 4.7k 44.25
Murphy Usa (MUSA) 0.0 $210k 812.00 258.05
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $209k 2.7k 76.73
Shoe Carnival (SCVL) 0.0 $208k 8.1k 25.65
Iqiyi Sponsored Ads (IQ) 0.0 $207k 28k 7.28
Ishares Tr Core Msci Eafe (IEFA) 0.0 $206k 3.1k 66.85
AFLAC Incorporated (AFL) 0.0 $206k 3.2k 64.52
Ttec Holdings (TTEC) 0.0 $206k 5.5k 37.23
Public Storage (PSA) 0.0 $205k 678.00 302.24
DTE Energy Company (DTE) 0.0 $204k 1.9k 109.54
State Street Corporation (STT) 0.0 $203k 2.7k 75.70
Vipshop Holdings Sponsored Ads A (VIPS) 0.0 $202k 13k 15.18
ConAgra Foods (CAG) 0.0 $201k 5.4k 37.56
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $201k 1.6k 123.68
Snowflake Cl A (SNOW) 0.0 $200k 1.3k 154.29
Ardelyx (ARDX) 0.0 $193k 40k 4.79
Tencent Music Entmt Group Spon Ads (TME) 0.0 $188k 23k 8.28
Proshares Tr Ii Ultra Vix Short 0.0 $186k 40k 4.65
Kennedy-Wilson Holdings (KW) 0.0 $183k 11k 16.59
Aegon N V Ny Registry Shs 0.0 $170k 40k 4.30
Gerdau Sa Spon Adr Rep Pfd (GGB) 0.0 $161k 33k 4.93
Kiniksa Pharmaceuticals Com Cl A (KNSA) 0.0 $153k 14k 10.76
Western Union Company (WU) 0.0 $149k 13k 11.15
Ford Motor Company (F) 0.0 $145k 12k 12.60
Selecta Biosciences (RNAC) 0.0 $118k 85k 1.39
Adaptive Biotechnologies Cor (ADPT) 0.0 $99k 11k 8.83
Aris Water Solutions Class A Com (ARIS) 0.0 $96k 12k 7.79
Banco Santander Adr (SAN) 0.0 $61k 17k 3.69
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $60k 26k 2.32
Ambev Sa Sponsored Adr (ABEV) 0.0 $56k 20k 2.82
Lightwave Logic Inc C ommon (LWLG) 0.0 $52k 10k 5.23
Hive Blockchain Technlgies L Com New 0.0 $33k 10k 3.29
Adaptimmune Therapeutics Sponds Adr (ADAP) 0.0 $21k 19k 1.09
SeaChange International 0.0 $13k 37k 0.36
Alpine 4 Holdings Cl A 0.0 $5.2k 10k 0.51
Verastem 0.0 $4.2k 10k 0.42