Personal Cfo Solutions

Personal Cfo Solutions as of March 31, 2024

Portfolio Holdings for Personal Cfo Solutions

Personal Cfo Solutions holds 541 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
Chubb (CB) 6.8 $44M 169k 259.13
Ishares Tr Russell 2000 Etf (IWM) 3.3 $21M 99k 210.30
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 3.0 $19M 517k 36.81
Apple (AAPL) 2.3 $15M 86k 171.48
Microsoft Corporation (MSFT) 2.0 $13M 31k 420.73
Amazon (AMZN) 2.0 $13M 73k 180.38
Innovator Etfs Trust Innovator Intl D (IMAR) 1.8 $11M 442k 25.74
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 1.7 $11M 263k 41.67
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) 1.7 $11M 303k 35.37
Alphabet Cap Stk Cl A (GOOGL) 1.4 $8.9M 59k 150.93
Innovator Etfs Trust Defined Wlt Shld (BALT) 1.3 $8.5M 290k 29.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $8.4M 17k 480.70
Itt (ITT) 1.3 $8.1M 60k 136.03
CNA Financial Corporation (CNA) 1.3 $8.1M 178k 45.42
Merck & Co (MRK) 1.0 $6.6M 50k 131.95
Alphabet Cap Stk Cl C (GOOG) 1.0 $6.5M 43k 152.26
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 1.0 $6.3M 146k 43.58
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.9 $5.8M 118k 49.56
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.9 $5.7M 84k 67.81
Victory Portfolios Ii Core Intermediat (UITB) 0.9 $5.6M 122k 46.38
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.9 $5.6M 36k 155.84
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.8 $4.8M 50k 95.50
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $4.7M 59k 80.63
NVIDIA Corporation (NVDA) 0.7 $4.7M 5.2k 903.70
Accenture Plc Ireland Shs Class A (ACN) 0.7 $4.5M 13k 346.63
Proshares Tr Hd Replication (HDG) 0.7 $4.5M 91k 49.25
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $4.5M 37k 120.99
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.7 $4.4M 26k 169.38
Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 0.7 $4.3M 148k 28.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $4.1M 7.9k 523.09
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $4.1M 52k 77.73
Visa Com Cl A (V) 0.6 $4.0M 14k 279.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $3.9M 9.3k 420.54
Fidelity Covington Trust High Divid Etf (FDVV) 0.6 $3.8M 85k 45.31
Novo-nordisk A S Adr (NVO) 0.6 $3.8M 30k 128.40
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) 0.6 $3.8M 119k 31.48
Mastercard Incorporated Cl A (MA) 0.6 $3.7M 7.7k 481.61
Ishares Tr Core S&p500 Etf (IVV) 0.6 $3.6M 6.9k 525.78
Exxon Mobil Corporation (XOM) 0.5 $3.4M 29k 116.24
Ishares Tr Msci Intl Qualty (IQLT) 0.5 $3.1M 79k 39.66
Netflix (NFLX) 0.5 $3.1M 5.1k 607.38
Tesla Motors (TSLA) 0.5 $3.0M 17k 175.80
General Dynamics Corporation (GD) 0.4 $2.8M 9.9k 282.49
Chevron Corporation (CVX) 0.4 $2.8M 18k 157.74
Servicenow (NOW) 0.4 $2.7M 3.5k 762.56
American Express Company (AXP) 0.4 $2.7M 12k 227.69
Adobe Systems Incorporated (ADBE) 0.4 $2.6M 5.2k 504.60
salesforce (CRM) 0.4 $2.5M 8.2k 301.18
Comcast Corp Cl A (CMCSA) 0.4 $2.4M 56k 43.35
Spdr Gold Tr Gold Shs (GLD) 0.4 $2.4M 11k 205.73
UnitedHealth (UNH) 0.4 $2.3M 4.7k 494.73
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $2.3M 30k 76.19
Verizon Communications (VZ) 0.4 $2.3M 54k 41.96
Select Sector Spdr Tr Energy (XLE) 0.3 $2.2M 24k 94.41
Johnson & Johnson (JNJ) 0.3 $2.2M 14k 158.19
Raytheon Technologies Corp (RTX) 0.3 $2.2M 22k 97.53
Fidelity Covington Trust Low Volity Etf (FDLO) 0.3 $2.2M 39k 56.18
Meta Platforms Cl A (META) 0.3 $2.2M 4.4k 485.62
Pfizer (PFE) 0.3 $2.1M 76k 27.75
Canadian Pacific Kansas City (CP) 0.3 $2.1M 24k 88.17
Abbvie (ABBV) 0.3 $2.1M 11k 182.11
CVS Caremark Corporation (CVS) 0.3 $2.0M 25k 79.76
Thermo Fisher Scientific (TMO) 0.3 $2.0M 3.4k 581.28
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $2.0M 34k 58.11
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.9M 4.4k 444.03
Abbott Laboratories (ABT) 0.3 $1.9M 17k 113.66
Eli Lilly & Co. (LLY) 0.3 $1.9M 2.4k 778.21
Altria (MO) 0.3 $1.9M 44k 43.62
JPMorgan Chase & Co. (JPM) 0.3 $1.9M 9.4k 200.31
Icon SHS (ICLR) 0.3 $1.9M 5.6k 335.95
Ferrari Nv Ord (RACE) 0.3 $1.8M 4.1k 436.02
Asml Holding N V N Y Registry Shs (ASML) 0.3 $1.8M 1.8k 970.95
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.8M 6.8k 259.94
Spdr Ser Tr Bloomberg High Y (JNK) 0.3 $1.7M 18k 95.20
Cbre Group Cl A (CBRE) 0.3 $1.7M 18k 97.24
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.7M 9.3k 182.62
Autodesk (ADSK) 0.3 $1.7M 6.3k 260.42
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) 0.3 $1.6M 73k 22.52
At&t (T) 0.2 $1.6M 89k 17.60
First Tr Exchange Traded Cloud Computing (SKYY) 0.2 $1.5M 16k 95.60
Pacer Fds Tr Developed Mrkt (ICOW) 0.2 $1.5M 47k 31.95
Intuit (INTU) 0.2 $1.5M 2.3k 650.03
Aon Shs Cl A (AON) 0.2 $1.5M 4.4k 333.78
Marathon Petroleum Corp (MPC) 0.2 $1.5M 7.2k 201.52
Lennar Corp Cl A (LEN) 0.2 $1.5M 8.5k 172.00
Airbnb Com Cl A (ABNB) 0.2 $1.4M 8.7k 164.98
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 0.2 $1.4M 32k 45.20
Workday Cl A (WDAY) 0.2 $1.4M 5.2k 272.75
W.R. Berkley Corporation (WRB) 0.2 $1.4M 16k 88.44
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $1.4M 15k 93.71
Procter & Gamble Company (PG) 0.2 $1.4M 8.4k 162.26
Linde SHS (LIN) 0.2 $1.4M 2.9k 464.37
Arch Cap Group Ord (ACGL) 0.2 $1.3M 15k 92.44
McKesson Corporation (MCK) 0.2 $1.3M 2.5k 536.98
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $1.3M 16k 81.78
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.2 $1.3M 14k 94.89
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $1.3M 7.2k 180.48
Simon Property (SPG) 0.2 $1.3M 8.3k 156.49
Bank of America Corporation (BAC) 0.2 $1.3M 33k 37.92
Home Depot (HD) 0.2 $1.2M 3.2k 383.61
General Electric Com New (GE) 0.2 $1.2M 6.9k 175.53
Ferguson SHS 0.2 $1.2M 5.5k 218.44
Broadcom (AVGO) 0.2 $1.2M 907.00 1325.52
Atlassian Corporation Cl A (TEAM) 0.2 $1.2M 6.1k 195.11
Oracle Corporation (ORCL) 0.2 $1.2M 9.5k 125.62
Norfolk Southern (NSC) 0.2 $1.2M 4.6k 254.92
Bristol Myers Squibb (BMY) 0.2 $1.2M 22k 54.23
Coca-Cola Company (KO) 0.2 $1.2M 19k 61.18
Cigna Corp (CI) 0.2 $1.2M 3.2k 363.22
Ameriprise Financial (AMP) 0.2 $1.2M 2.7k 438.44
Qualcomm (QCOM) 0.2 $1.2M 6.9k 169.30
Skyworks Solutions (SWKS) 0.2 $1.1M 11k 108.33
Valero Energy Corporation (VLO) 0.2 $1.1M 6.7k 170.70
Dominion Resources (D) 0.2 $1.1M 23k 49.19
Sap Se Spon Adr (SAP) 0.2 $1.1M 5.7k 195.03
Cisco Systems (CSCO) 0.2 $1.1M 22k 49.91
Costco Wholesale Corporation (COST) 0.2 $1.1M 1.5k 732.91
Marsh & McLennan Companies (MMC) 0.2 $1.1M 5.3k 205.98
Zoetis Cl A (ZTS) 0.2 $1.1M 6.4k 169.22
Lowe's Companies (LOW) 0.2 $1.1M 4.2k 254.76
Astrazeneca Sponsored Adr (AZN) 0.2 $1.0M 15k 67.75
Pepsi (PEP) 0.2 $1.0M 5.9k 175.02
Wells Fargo & Company (WFC) 0.2 $1.0M 18k 57.96
Wal-Mart Stores (WMT) 0.2 $1.0M 17k 60.17
Southern Company (SO) 0.2 $1.0M 14k 71.74
Applied Materials (AMAT) 0.2 $1.0M 4.9k 206.24
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $1.0M 18k 56.17
Nextera Energy (NEE) 0.2 $1.0M 16k 63.91
MercadoLibre (MELI) 0.2 $1.0M 664.00 1511.96
International Business Machines (IBM) 0.2 $1000k 5.2k 190.99
Icici Bank Adr (IBN) 0.2 $988k 37k 26.41
Medtronic SHS (MDT) 0.2 $986k 11k 87.16
Tapestry (TPR) 0.2 $967k 20k 47.48
Steris Shs Usd (STE) 0.2 $967k 4.3k 224.84
Waste Connections (WCN) 0.2 $964k 5.6k 172.01
ConocoPhillips (COP) 0.1 $955k 7.5k 127.29
Goldman Sachs (GS) 0.1 $937k 2.2k 417.83
Pmv Pharmaceuticals (PMVP) 0.1 $936k 550k 1.70
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $925k 59k 15.73
D.R. Horton (DHI) 0.1 $917k 5.6k 164.55
Ubs Group SHS (UBS) 0.1 $907k 30k 30.72
Charles Schwab Corporation (SCHW) 0.1 $887k 12k 72.34
Nike CL B (NKE) 0.1 $871k 9.3k 93.99
Amgen (AMGN) 0.1 $870k 3.1k 284.36
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $863k 11k 78.64
Pulte (PHM) 0.1 $863k 7.2k 120.63
Nxp Semiconductors N V (NXPI) 0.1 $862k 3.5k 247.81
CF Industries Holdings (CF) 0.1 $862k 10k 83.22
Us Bancorp Del Com New (USB) 0.1 $858k 19k 44.70
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $855k 5.8k 147.73
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $852k 10k 84.44
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $851k 17k 50.74
Parker-Hannifin Corporation (PH) 0.1 $849k 1.5k 555.84
Cabot Oil & Gas Corporation (CTRA) 0.1 $848k 30k 27.88
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $843k 11k 76.37
Rb Global (RBA) 0.1 $841k 11k 76.17
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $835k 4.7k 179.14
Select Sector Spdr Tr Financial (XLF) 0.1 $828k 20k 42.12
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $816k 14k 58.65
Select Sector Spdr Tr Technology (XLK) 0.1 $816k 3.9k 208.31
Xylem (XYL) 0.1 $815k 6.3k 129.25
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $802k 5.9k 136.06
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $801k 12k 65.65
Emerson Electric (EMR) 0.1 $800k 7.1k 113.43
Danaher Corporation (DHR) 0.1 $797k 3.2k 249.73
Vanguard World Health Car Etf (VHT) 0.1 $796k 2.9k 270.57
Centene Corporation (CNC) 0.1 $794k 10k 78.48
Ishares Tr U.s. Insrnce Etf (IAK) 0.1 $783k 6.7k 117.39
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $777k 2.3k 337.11
Juniper Networks (JNPR) 0.1 $773k 21k 37.06
McDonald's Corporation (MCD) 0.1 $772k 2.7k 282.05
Intel Corporation (INTC) 0.1 $772k 18k 44.17
Public Service Enterprise (PEG) 0.1 $772k 12k 66.78
NVR (NVR) 0.1 $770k 95.00 8099.96
Gartner (IT) 0.1 $768k 1.6k 476.67
Proshares Tr S&p Tech Dividen (TDV) 0.1 $766k 11k 72.00
Select Sector Spdr Tr Indl (XLI) 0.1 $764k 6.1k 125.96
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $757k 19k 39.53
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $755k 4.0k 186.81
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $755k 8.1k 92.90
Ralph Lauren Corp Cl A (RL) 0.1 $750k 4.0k 187.79
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $746k 9.0k 82.49
Nucor Corporation (NUE) 0.1 $742k 3.7k 197.93
Honeywell International (HON) 0.1 $741k 3.6k 205.27
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $738k 6.7k 110.53
Citigroup Com New (C) 0.1 $737k 12k 63.24
Carrier Global Corporation (CARR) 0.1 $733k 13k 58.13
BlackRock (BLK) 0.1 $732k 877.00 834.60
Nu Hldgs Ord Shs Cl A (NU) 0.1 $729k 61k 11.93
First Tr Exchange-traded Emerging Mkts (RNEM) 0.1 $720k 14k 51.88
Air Products & Chemicals (APD) 0.1 $718k 3.0k 242.28
Moody's Corporation (MCO) 0.1 $717k 1.8k 393.12
Boeing Company (BA) 0.1 $708k 3.7k 193.00
Constellation Brands Cl A (STZ) 0.1 $706k 2.6k 271.77
Thomson Reuters Corp. (TRI) 0.1 $695k 4.5k 155.85
Corteva (CTVA) 0.1 $687k 12k 57.67
AmerisourceBergen (COR) 0.1 $684k 2.8k 243.08
Walt Disney Company (DIS) 0.1 $676k 5.5k 122.36
Canadian Natural Resources (CNQ) 0.1 $673k 8.8k 76.32
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $657k 14k 48.77
Target Corporation (TGT) 0.1 $656k 3.7k 177.25
Eastman Chemical Company (EMN) 0.1 $645k 6.4k 100.23
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $643k 6.3k 102.28
Enterprise Products Partners (EPD) 0.1 $629k 22k 29.18
Morgan Stanley Com New (MS) 0.1 $613k 6.5k 94.16
Dollar General (DG) 0.1 $610k 3.9k 156.07
Corning Incorporated (GLW) 0.1 $602k 18k 32.96
Ishares Silver Tr Ishares (SLV) 0.1 $601k 26k 22.75
PNC Financial Services (PNC) 0.1 $599k 3.7k 161.64
Starbucks Corporation (SBUX) 0.1 $598k 6.5k 91.40
Philip Morris International (PM) 0.1 $596k 6.5k 91.62
Best Buy (BBY) 0.1 $590k 7.2k 82.03
Ensign (ENSG) 0.1 $590k 4.7k 124.44
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $587k 10k 57.86
Eaton Corp SHS (ETN) 0.1 $585k 1.9k 312.76
Discover Financial Services (DFS) 0.1 $580k 4.4k 131.10
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $579k 12k 50.17
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $572k 6.0k 94.62
Paramount Global Class B Com (PARA) 0.1 $572k 49k 11.77
U.S. Physical Therapy (USPH) 0.1 $564k 5.0k 112.87
CarMax (KMX) 0.1 $562k 6.5k 87.11
Standex Int'l (SXI) 0.1 $559k 3.1k 182.22
Martin Marietta Materials (MLM) 0.1 $559k 911.00 613.97
Pacer Fds Tr Pacer Us Small (CALF) 0.1 $559k 11k 49.16
Texas Instruments Incorporated (TXN) 0.1 $556k 3.2k 174.24
Microchip Technology (MCHP) 0.1 $554k 6.2k 89.72
Encompass Health Corp (EHC) 0.1 $554k 6.7k 82.58
Vanguard Index Fds Large Cap Etf (VV) 0.1 $549k 2.3k 239.84
Duke Energy Corp Com New (DUK) 0.1 $548k 5.7k 96.72
Ishares Tr Msci Eafe Etf (EFA) 0.1 $547k 6.9k 79.86
First Tr Morningstar Divid L SHS (FDL) 0.1 $545k 14k 38.48
BP Sponsored Adr (BP) 0.1 $543k 14k 37.68
Intuitive Surgical Com New (ISRG) 0.1 $543k 1.4k 399.09
Northrop Grumman Corporation (NOC) 0.1 $541k 1.1k 479.01
Bank of New York Mellon Corporation (BK) 0.1 $535k 9.3k 57.62
Expedia Group Com New (EXPE) 0.1 $532k 3.9k 137.75
Travel Leisure Ord (TNL) 0.1 $530k 11k 48.96
EOG Resources (EOG) 0.1 $526k 4.1k 127.85
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $521k 3.5k 148.47
Chord Energy Corporation Com New (CHRD) 0.1 $520k 2.9k 178.29
Constellation Energy (CEG) 0.1 $520k 2.8k 184.88
Novartis Sponsored Adr (NVS) 0.1 $519k 5.4k 96.73
Analog Devices (ADI) 0.1 $513k 2.6k 197.83
Dupont De Nemours (DD) 0.1 $512k 6.7k 76.68
Ardelyx (ARDX) 0.1 $511k 70k 7.30
C H Robinson Worldwide Com New (CHRW) 0.1 $510k 6.7k 76.15
TJX Companies (TJX) 0.1 $508k 5.0k 101.44
Kraft Heinz (KHC) 0.1 $503k 14k 36.90
Becton, Dickinson and (BDX) 0.1 $500k 2.0k 247.54
Automatic Data Processing (ADP) 0.1 $497k 2.0k 249.77
Union Pacific Corporation (UNP) 0.1 $496k 2.0k 245.93
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $495k 3.0k 164.35
BorgWarner (BWA) 0.1 $494k 14k 34.74
Dex (DXCM) 0.1 $493k 3.6k 138.70
Caterpillar (CAT) 0.1 $493k 1.3k 366.44
Mosaic (MOS) 0.1 $492k 15k 32.46
Regeneron Pharmaceuticals (REGN) 0.1 $491k 510.00 962.49
Kinsale Cap Group (KNSL) 0.1 $490k 933.00 524.82
Inter Parfums (IPAR) 0.1 $487k 3.5k 140.54
Sony Group Corp Sponsored Adr (SONY) 0.1 $486k 5.7k 85.74
United Parcel Service CL B (UPS) 0.1 $486k 3.3k 148.67
Capital One Financial (COF) 0.1 $485k 3.3k 148.91
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $482k 3.6k 132.98
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.1 $479k 5.7k 83.30
Mondelez Intl Cl A (MDLZ) 0.1 $477k 6.8k 70.00
Cadence Design Systems (CDNS) 0.1 $477k 1.5k 311.28
Sba Communications Corp Cl A (SBAC) 0.1 $477k 2.2k 216.77
Ansys (ANSS) 0.1 $476k 1.4k 347.16
Wingstop (WING) 0.1 $475k 1.3k 366.43
Advanced Micro Devices (AMD) 0.1 $475k 2.6k 180.51
Prologis (PLD) 0.1 $471k 3.6k 130.22
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.1 $470k 10k 46.65
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $469k 11k 41.77
Uber Technologies (UBER) 0.1 $468k 6.1k 76.99
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $466k 46k 10.23
3M Company (MMM) 0.1 $460k 4.3k 106.08
PPG Industries (PPG) 0.1 $456k 3.1k 144.91
Proshares Tr S&p Mdcp 400 Div (REGL) 0.1 $454k 5.8k 78.57
Yum! Brands (YUM) 0.1 $451k 3.3k 138.68
GSK Sponsored Adr (GSK) 0.1 $451k 11k 42.87
Tyson Foods Cl A (TSN) 0.1 $451k 7.7k 58.73
Progressive Corporation (PGR) 0.1 $448k 2.2k 206.91
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $443k 3.8k 115.30
Deere & Company (DE) 0.1 $440k 1.1k 410.84
Ecolab (ECL) 0.1 $440k 1.9k 230.95
Epam Systems (EPAM) 0.1 $438k 1.6k 276.16
Hamilton Lane Cl A (HLNE) 0.1 $438k 3.9k 112.78
Wisdomtree Tr India Erngs Fd (EPI) 0.1 $437k 10k 43.56
Cme (CME) 0.1 $436k 2.0k 215.34
Alkermes SHS (ALKS) 0.1 $436k 16k 27.07
Halliburton Company (HAL) 0.1 $435k 11k 39.42
Everest Re Group (EG) 0.1 $435k 1.1k 397.65
Arista Networks (ANET) 0.1 $434k 1.5k 289.98
Incyte Corporation (INCY) 0.1 $432k 7.6k 56.97
Arthur J. Gallagher & Co. (AJG) 0.1 $425k 1.7k 250.18
Lauder Estee Cos Cl A (EL) 0.1 $424k 2.7k 154.16
W.W. Grainger (GWW) 0.1 $421k 413.00 1018.69
Fox Corp Cl A Com (FOXA) 0.1 $420k 13k 31.27
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $420k 4.7k 89.67
Entegris (ENTG) 0.1 $417k 3.0k 140.55
Nexstar Media Group Common Stock (NXST) 0.1 $416k 2.4k 172.33
Perrigo SHS (PRGO) 0.1 $415k 13k 32.19
Hess (HES) 0.1 $414k 2.7k 152.69
Bwx Technologies (BWXT) 0.1 $414k 4.0k 102.64
Casey's General Stores (CASY) 0.1 $412k 1.3k 318.59
Northern Oil And Gas Inc Mn (NOG) 0.1 $411k 10k 39.68
Lam Research Corporation (LRCX) 0.1 $409k 421.00 972.39
Materion Corporation (MTRN) 0.1 $405k 3.1k 131.78
Air Lease Corp Cl A (AL) 0.1 $403k 7.8k 51.45
Stevanato Group S P A Ord Shs (STVN) 0.1 $402k 13k 32.10
Fortinet (FTNT) 0.1 $402k 5.9k 68.31
Iron Mountain (IRM) 0.1 $402k 5.0k 80.21
First Solar (FSLR) 0.1 $399k 2.4k 168.80
Ark Etf Tr Innovation Etf (ARKK) 0.1 $393k 7.8k 50.08
L3harris Technologies (LHX) 0.1 $392k 1.8k 213.21
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $392k 33k 11.84
Alps Etf Tr Oshares Us Qualt (OUSA) 0.1 $392k 7.9k 49.41
Cabot Corporation (CBT) 0.1 $392k 4.2k 92.22
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $392k 12k 32.68
Fomento Economico Mexicano S Spon Adr Units (FMX) 0.1 $388k 3.0k 130.30
Blackstone Group Inc Com Cl A (BX) 0.1 $387k 2.9k 131.40
Bank Ozk (OZK) 0.1 $387k 8.5k 45.46
SYSCO Corporation (SYY) 0.1 $387k 4.8k 81.20
Ishares Msci Jpn Etf New (EWJ) 0.1 $385k 5.4k 71.35
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.1 $384k 6.6k 58.06
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $384k 6.3k 60.74
Utz Brands Com Cl A (UTZ) 0.1 $382k 21k 18.44
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $378k 1.5k 249.88
Tetra Tech (TTEK) 0.1 $378k 2.0k 184.80
Paypal Holdings (PYPL) 0.1 $377k 5.6k 66.99
Shell Spon Ads (SHEL) 0.1 $376k 5.6k 67.04
Allison Transmission Hldngs I (ALSN) 0.1 $375k 4.6k 81.16
RPM International (RPM) 0.1 $375k 3.1k 118.96
Chemed Corp Com Stk (CHE) 0.1 $374k 582.00 642.06
Raymond James Financial (RJF) 0.1 $373k 2.9k 128.45
Brunswick Corporation (BC) 0.1 $373k 3.9k 96.53
Shoe Carnival (SCVL) 0.1 $373k 10k 36.64
Welltower Inc Com reit (WELL) 0.1 $372k 4.0k 93.45
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $372k 4.3k 86.49
Teledyne Technologies Incorporated (TDY) 0.1 $371k 864.00 429.52
Relx Sponsored Adr (RELX) 0.1 $371k 8.6k 43.29
Cohen & Steers (CNS) 0.1 $369k 4.8k 76.90
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.1 $369k 15k 25.22
American Electric Power Company (AEP) 0.1 $369k 4.3k 86.11
Hexcel Corporation (HXL) 0.1 $366k 5.0k 72.85
LeMaitre Vascular (LMAT) 0.1 $365k 5.5k 66.37
Chipotle Mexican Grill (CMG) 0.1 $363k 125.00 2906.77
Kellogg Company (K) 0.1 $363k 6.3k 57.29
Hartford Financial Services (HIG) 0.1 $360k 3.5k 103.05
Terreno Realty Corporation (TRNO) 0.1 $358k 5.4k 66.41
Baxter International (BAX) 0.1 $358k 8.4k 42.74
Quest Diagnostics Incorporated (DGX) 0.1 $354k 2.7k 133.14
Civitas Resources Com New (CIVI) 0.1 $354k 4.7k 75.92
CRA International (CRAI) 0.1 $352k 2.4k 149.59
Campbell Soup Company (CPB) 0.1 $351k 7.9k 44.45
Home BancShares (HOMB) 0.1 $349k 14k 24.57
CBOE Holdings (CBOE) 0.1 $348k 1.9k 183.79
Lululemon Athletica (LULU) 0.1 $344k 880.00 390.65
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $342k 5.6k 60.79
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $340k 1.3k 260.73
BioCryst Pharmaceuticals (BCRX) 0.1 $339k 67k 5.08
Trane Technologies SHS (TT) 0.1 $339k 1.1k 300.30
Federal Agric Mtg Corp CL C (AGM) 0.1 $338k 1.7k 196.89
Universal Display Corporation (OLED) 0.1 $337k 2.0k 168.53
Xcel Energy (XEL) 0.1 $337k 6.3k 53.76
Anthem (ELV) 0.1 $334k 644.00 518.91
Crowdstrike Hldgs Cl A (CRWD) 0.1 $332k 1.0k 320.59
Atmos Energy Corporation (ATO) 0.1 $331k 2.8k 118.88
Ishares Tr S&p 100 Etf (OEF) 0.1 $330k 1.3k 247.41
Waste Management (WM) 0.1 $330k 1.5k 213.20
Paccar (PCAR) 0.1 $330k 2.7k 123.90
Align Technology (ALGN) 0.1 $328k 1.0k 327.92
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $324k 5.0k 64.41
Comfort Systems USA (FIX) 0.1 $321k 1.0k 317.94
Cummins (CMI) 0.1 $321k 1.1k 294.87
Ishares Tr Core Divid Etf (DIVB) 0.0 $320k 7.2k 44.50
Hca Holdings (HCA) 0.0 $319k 956.00 333.72
Equifax (EFX) 0.0 $319k 1.2k 267.73
Johnson Ctls Intl SHS (JCI) 0.0 $319k 4.9k 65.33
Cognex Corporation (CGNX) 0.0 $318k 7.5k 42.43
Ufp Industries (UFPI) 0.0 $316k 2.6k 123.03
Emcor (EME) 0.0 $315k 899.00 350.27
Te Connectivity SHS (TEL) 0.0 $314k 2.2k 145.30
Ing Groep Sponsored Adr (ING) 0.0 $314k 19k 16.49
International Flavors & Fragrances (IFF) 0.0 $313k 3.6k 85.99
Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $312k 4.9k 64.12
Lakeland Financial Corporation (LKFN) 0.0 $309k 4.7k 66.33
Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) 0.0 $308k 8.5k 36.04
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $306k 5.3k 58.07
American Tower Reit (AMT) 0.0 $305k 1.5k 197.69
Insperity (NSP) 0.0 $305k 2.8k 109.63
Veeva Sys Cl A Com (VEEV) 0.0 $303k 1.3k 231.69
T. Rowe Price (TROW) 0.0 $302k 2.5k 121.92
Wabtec Corporation (WAB) 0.0 $302k 2.1k 145.72
Hf Sinclair Corp (DINO) 0.0 $301k 5.0k 60.37
Dover Corporation (DOV) 0.0 $301k 1.7k 177.25
Crown Castle Intl (CCI) 0.0 $300k 2.8k 105.86
FedEx Corporation (FDX) 0.0 $299k 1.0k 289.86
Totalenergies Se Sponsored Ads (TTE) 0.0 $299k 4.3k 68.83
Ypf Sociedad Anonima Spon Adr Cl D (YPF) 0.0 $299k 15k 19.80
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $299k 3.3k 91.27
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $297k 4.8k 62.06
Msci (MSCI) 0.0 $293k 522.00 560.49
Warner Bros Discovery Com Ser A (WBD) 0.0 $291k 33k 8.73
Consolidated Edison (ED) 0.0 $289k 3.2k 90.83
Littelfuse (LFUS) 0.0 $288k 1.2k 242.49
Iqvia Holdings (IQV) 0.0 $288k 1.1k 252.89
Zimmer Holdings (ZBH) 0.0 $287k 2.2k 131.99
Deckers Outdoor Corporation (DECK) 0.0 $286k 304.00 941.26
First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.0 $285k 3.1k 93.25
New Oriental Ed & Technology Spon Adr (EDU) 0.0 $285k 3.3k 86.82
Quaker Chemical Corporation (KWR) 0.0 $284k 1.4k 205.30
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $284k 8.9k 31.81
Kla Corp Com New (KLAC) 0.0 $283k 404.00 699.33
Shutterstock (SSTK) 0.0 $282k 6.2k 45.81
Kiniksa Pharmaceuticals Com Cl A 0.0 $281k 14k 19.73
Vertiv Holdings Com Cl A (VRT) 0.0 $281k 3.4k 81.68
Manulife Finl Corp (MFC) 0.0 $279k 11k 24.99
CoStar (CSGP) 0.0 $278k 2.9k 96.60
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $278k 665.00 418.01
Vanguard World Mega Cap Index (MGC) 0.0 $276k 1.5k 186.96
Landstar System (LSTR) 0.0 $275k 1.4k 192.80
Block Cl A (SQ) 0.0 $274k 3.2k 84.58
Power Integrations (POWI) 0.0 $274k 3.8k 71.57
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $273k 3.9k 69.78
Western Union Company (WU) 0.0 $271k 19k 13.98
Western Digital (WDC) 0.0 $270k 4.0k 68.24
Fair Isaac Corporation (FICO) 0.0 $270k 216.00 1249.61
Cogent Communications Hldgs Com New (CCOI) 0.0 $269k 4.1k 65.34
Ishares Tr National Mun Etf (MUB) 0.0 $269k 2.5k 107.60
ConAgra Foods (CAG) 0.0 $268k 9.0k 29.64
Vanguard Index Fds Small Cp Etf (VB) 0.0 $268k 1.2k 228.61
Ishares Tr Expanded Tech (IGV) 0.0 $267k 3.1k 85.28
Baker Hughes Company Cl A (BKR) 0.0 $267k 8.0k 33.50
Nordstrom (JWN) 0.0 $266k 13k 20.27
Booking Holdings (BKNG) 0.0 $265k 73.00 3627.97
Snowflake Cl A (SNOW) 0.0 $262k 1.6k 161.60
Schneider National CL B (SNDR) 0.0 $261k 12k 22.64
Huntington Ingalls Inds (HII) 0.0 $261k 894.00 291.53
Kforce (KFRC) 0.0 $261k 3.7k 70.54
Akamai Technologies (AKAM) 0.0 $259k 2.4k 108.76
DaVita (DVA) 0.0 $255k 1.8k 138.05
Papa John's Int'l (PZZA) 0.0 $255k 3.8k 66.60
Biogen Idec (BIIB) 0.0 $254k 1.2k 215.63
S&p Global (SPGI) 0.0 $252k 592.00 425.91
Cardinal Health (CAH) 0.0 $250k 2.2k 111.91
Charles River Laboratories (CRL) 0.0 $250k 921.00 270.95
Republic Services (RSG) 0.0 $248k 1.3k 191.58
UMH Properties (UMH) 0.0 $248k 15k 16.24
Schlumberger Com Stk (SLB) 0.0 $247k 4.5k 54.81
Chesapeake Utilities Corporation (CPK) 0.0 $246k 2.3k 107.31
Global X Fds Millennial Consu (MILN) 0.0 $246k 6.3k 39.10
Broadridge Financial Solutions (BR) 0.0 $246k 1.2k 205.00
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $244k 2.4k 103.83
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $243k 1.4k 175.31
Textron (TXT) 0.0 $243k 2.5k 95.93
Equinix (EQIX) 0.0 $243k 293.00 827.51
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.0 $242k 4.8k 50.74
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $242k 4.5k 54.25
Wyndham Hotels And Resorts (WH) 0.0 $242k 3.2k 76.75
Illumina (ILMN) 0.0 $242k 1.8k 137.32
Cloudflare Cl A Com (NET) 0.0 $241k 2.5k 96.83
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $240k 7.6k 31.62
Synopsys (SNPS) 0.0 $240k 419.00 571.50
Kulicke and Soffa Industries (KLIC) 0.0 $239k 4.8k 50.31
Valmont Industries (VMI) 0.0 $239k 1.0k 228.31
Corpay Com Shs (CPAY) 0.0 $239k 774.00 308.54
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.0 $239k 200.00 1193.74
Vanguard World Inf Tech Etf (VGT) 0.0 $238k 453.00 524.37
Murphy Usa (MUSA) 0.0 $237k 566.00 419.31
Installed Bldg Prods (IBP) 0.0 $237k 915.00 258.88
ACADIA Pharmaceuticals (ACAD) 0.0 $237k 13k 18.49
Molina Healthcare (MOH) 0.0 $235k 573.00 410.83
Sealed Air (SEE) 0.0 $234k 6.3k 37.20
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $234k 5.7k 40.93
Stryker Corporation (SYK) 0.0 $233k 652.00 358.00
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.0 $233k 15k 15.21
American Water Works (AWK) 0.0 $233k 1.9k 122.24
Darling International (DAR) 0.0 $232k 5.0k 46.51
Ishares Msci Emrg Chn (EMXC) 0.0 $232k 4.0k 57.57
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $231k 8.2k 28.23
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.0 $231k 4.4k 52.55
First Ctzns Bancshares Inc N Cl A (FCNCA) 0.0 $231k 141.00 1635.46
DTE Energy Company (DTE) 0.0 $230k 2.1k 112.14
Proshares Tr Sht 7-10 Yr Tr (TBX) 0.0 $230k 7.9k 29.25
Motorola Solutions Com New (MSI) 0.0 $229k 645.00 355.27
Gilead Sciences (GILD) 0.0 $228k 3.1k 73.26
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $226k 2.2k 101.41
Embraer Sponsored Ads (ERJ) 0.0 $225k 8.5k 26.64
Cemex Sab De Cv Spon Adr New (CX) 0.0 $224k 25k 9.01
Ase Technology Hldg Sponsored Ads (ASX) 0.0 $223k 20k 10.99
Keurig Dr Pepper (KDP) 0.0 $223k 7.3k 30.67
Cullen/Frost Bankers (CFR) 0.0 $223k 2.0k 112.57
NetApp (NTAP) 0.0 $223k 2.1k 104.98
Timken Company (TKR) 0.0 $222k 2.5k 87.43
Dycom Industries (DY) 0.0 $222k 1.5k 143.53
NiSource (NI) 0.0 $220k 8.0k 27.66
Amphenol Corp Cl A (APH) 0.0 $220k 1.9k 115.38
Cyberark Software SHS (CYBR) 0.0 $220k 828.00 265.63
Alps Etf Tr Disruptive Tech (DTEC) 0.0 $219k 5.2k 42.25
Match Group (MTCH) 0.0 $218k 6.0k 36.28
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.0 $217k 4.3k 50.45
Williams Companies (WMB) 0.0 $216k 5.5k 38.97
Exp World Holdings Inc equities (EXPI) 0.0 $215k 21k 10.33
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.0 $214k 2.0k 106.97
Lamb Weston Hldgs (LW) 0.0 $214k 2.0k 106.56
Assurant (AIZ) 0.0 $211k 1.1k 188.39
Ishares Tr Rus 1000 Etf (IWB) 0.0 $210k 729.00 288.25
Ishares Tr Core Total Usd (IUSB) 0.0 $210k 4.6k 45.59
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $209k 2.5k 84.09
Lockheed Martin Corporation (LMT) 0.0 $209k 459.00 455.27
Diageo Spon Adr New (DEO) 0.0 $209k 1.4k 148.81
F5 Networks (FFIV) 0.0 $209k 1.1k 189.59
Ishares Tr Europe Etf (IEV) 0.0 $208k 3.7k 55.67
Darden Restaurants (DRI) 0.0 $208k 1.2k 167.18
EXACT Sciences Corporation (EXAS) 0.0 $208k 3.0k 69.06
Floor & Decor Hldgs Cl A (FND) 0.0 $207k 1.6k 129.62
Vanguard World Mega Grwth Ind (MGK) 0.0 $207k 721.00 286.94
Equity Lifestyle Properties (ELS) 0.0 $207k 3.2k 64.40
Arvinas Ord (ARVN) 0.0 $206k 5.0k 41.28
Oshkosh Corporation (OSK) 0.0 $206k 1.7k 124.71
LKQ Corporation (LKQ) 0.0 $206k 3.8k 53.42
Reinsurance Grp Of America I Com New (RGA) 0.0 $205k 1.1k 192.93
UniFirst Corporation (UNF) 0.0 $205k 1.2k 173.50
Banco Macro Sa Spon Adr B (BMA) 0.0 $204k 4.2k 48.18
Vanguard Index Fds Growth Etf (VUG) 0.0 $203k 590.00 344.42
Marriott Intl Cl A (MAR) 0.0 $202k 799.00 252.59
Edwards Lifesciences (EW) 0.0 $201k 2.1k 95.56
Haleon Spon Ads (HLN) 0.0 $196k 23k 8.49
Harmony Gold Mining Sponsored Adr (HMY) 0.0 $178k 22k 8.17
Nomura Hldgs Sponsored Adr (NMR) 0.0 $177k 28k 6.42
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $160k 14k 11.77
Barclays Adr (BCS) 0.0 $148k 16k 9.45
Telefonica Brasil Sa New Adr (VIV) 0.0 $124k 12k 10.07
Banco Santander Adr (SAN) 0.0 $76k 16k 4.84
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $68k 26k 2.59
Proshares Tr Ii Ultra Vix Short 0.0 $63k 10k 6.32
Ambev Sa Sponsored Adr (ABEV) 0.0 $54k 22k 2.48
Lightwave Logic Inc C ommon (LWLG) 0.0 $47k 10k 4.68
Adaptive Biotechnologies Cor (ADPT) 0.0 $36k 11k 3.21
Hive Digital Technologies Lt Com New (HIVE) 0.0 $34k 10k 3.37