Personal Cfo Solutions as of March 31, 2025
Portfolio Holdings for Personal Cfo Solutions
Personal Cfo Solutions holds 448 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 |
|---|---|---|---|---|---|
| Chubb (CB) | 11.9 | $59M | 194k | 301.99 | |
| Apple (AAPL) | 4.9 | $24M | 109k | 222.13 | |
| Amazon (AMZN) | 2.5 | $12M | 65k | 190.26 | |
| Microsoft Corporation (MSFT) | 2.4 | $12M | 32k | 375.39 | |
| Proshares Tr Pshs Ultruss2000 (UWM) | 2.3 | $11M | 339k | 33.44 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $8.8M | 57k | 154.64 | |
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 1.6 | $7.7M | 111k | 69.52 | |
| Itt (ITT) | 1.6 | $7.7M | 59k | 129.16 | |
| NVIDIA Corporation (NVDA) | 1.4 | $6.7M | 62k | 108.38 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $6.2M | 40k | 156.23 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.2 | $5.7M | 204k | 27.96 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $5.4M | 10k | 532.57 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $5.2M | 9.4k | 559.42 | |
| Visa Com Cl A (V) | 1.0 | $5.0M | 14k | 350.46 | |
| Merck & Co (MRK) | 1.0 | $4.8M | 54k | 89.76 | |
| Mastercard Incorporated Cl A (MA) | 0.8 | $4.2M | 7.6k | 548.10 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.8 | $3.9M | 50k | 78.89 | |
| Ishares Tr Msci Intl Qualty (IQLT) | 0.8 | $3.7M | 94k | 39.69 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $3.5M | 12k | 288.15 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $3.5M | 29k | 118.93 | |
| Eli Lilly & Co. (LLY) | 0.7 | $3.4M | 4.2k | 825.87 | |
| Verizon Communications (VZ) | 0.7 | $3.3M | 73k | 45.36 | |
| Tesla Motors (TSLA) | 0.7 | $3.2M | 12k | 259.15 | |
| Meta Platforms Cl A (META) | 0.6 | $3.1M | 5.5k | 576.36 | |
| Chevron Corporation (CVX) | 0.6 | $3.0M | 18k | 167.29 | |
| American Express Company (AXP) | 0.6 | $3.0M | 11k | 269.04 | |
| Altria (MO) | 0.6 | $2.9M | 49k | 60.02 | |
| Netflix (NFLX) | 0.6 | $2.8M | 3.0k | 932.65 | |
| Oracle Corporation (ORCL) | 0.6 | $2.8M | 20k | 139.81 | |
| Boeing Company (BA) | 0.6 | $2.8M | 16k | 170.55 | |
| General Dynamics Corporation (GD) | 0.5 | $2.7M | 9.9k | 272.58 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $2.6M | 16k | 166.00 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $2.5M | 5.4k | 468.94 | |
| Abbott Laboratories (ABT) | 0.5 | $2.3M | 18k | 132.65 | |
| Aon Shs Cl A (AON) | 0.5 | $2.3M | 5.8k | 399.10 | |
| At&t (T) | 0.5 | $2.3M | 82k | 28.28 | |
| UnitedHealth (UNH) | 0.5 | $2.3M | 4.4k | 523.75 | |
| Cbre Group Cl A (CBRE) | 0.5 | $2.3M | 18k | 130.78 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $2.3M | 9.3k | 245.30 | |
| Sap Se Spon Adr (SAP) | 0.5 | $2.2M | 8.4k | 268.43 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $2.2M | 17k | 132.46 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $2.2M | 5.8k | 383.53 | |
| Johnson & Johnson (JNJ) | 0.4 | $2.2M | 13k | 165.84 | |
| Pfizer (PFE) | 0.4 | $2.2M | 85k | 25.34 | |
| Bristol Myers Squibb (BMY) | 0.4 | $2.0M | 33k | 60.99 | |
| Intuit (INTU) | 0.4 | $1.9M | 3.1k | 614.04 | |
| Comcast Corp Cl A (CMCSA) | 0.4 | $1.9M | 50k | 36.90 | |
| Sea Sponsord Ads (SE) | 0.4 | $1.8M | 14k | 130.49 | |
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.4 | $1.8M | 18k | 102.23 | |
| Novo-nordisk A S Adr (NVO) | 0.4 | $1.8M | 26k | 69.44 | |
| W.R. Berkley Corporation (WRB) | 0.3 | $1.7M | 24k | 71.16 | |
| Goldman Sachs (GS) | 0.3 | $1.7M | 3.1k | 546.31 | |
| Shopify Cl A (SHOP) | 0.3 | $1.7M | 18k | 95.48 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $1.7M | 3.4k | 497.55 | |
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.3 | $1.7M | 18k | 95.30 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.7M | 5.3k | 312.05 | |
| Broadcom (AVGO) | 0.3 | $1.7M | 9.9k | 167.44 | |
| Wal-Mart Stores (WMT) | 0.3 | $1.6M | 19k | 87.79 | |
| Ishares Tr Expanded Tech (IGV) | 0.3 | $1.6M | 18k | 88.99 | |
| International Business Machines (IBM) | 0.3 | $1.6M | 6.5k | 248.65 | |
| Astrazeneca Sponsored Adr | 0.3 | $1.6M | 22k | 73.50 | |
| Coca-Cola Company (KO) | 0.3 | $1.6M | 22k | 71.62 | |
| Servicenow (NOW) | 0.3 | $1.6M | 2.0k | 796.04 | |
| Abbvie (ABBV) | 0.3 | $1.5M | 7.3k | 209.51 | |
| Bank of America Corporation (BAC) | 0.3 | $1.5M | 37k | 41.73 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $1.5M | 82k | 18.59 | |
| Zoetis Cl A (ZTS) | 0.3 | $1.5M | 9.3k | 164.66 | |
| Qualcomm (QCOM) | 0.3 | $1.5M | 9.8k | 153.61 | |
| Linde SHS (LIN) | 0.3 | $1.5M | 3.2k | 465.62 | |
| Costco Wholesale Corporation (COST) | 0.3 | $1.4M | 1.5k | 945.48 | |
| McKesson Corporation (MCK) | 0.3 | $1.4M | 2.1k | 672.99 | |
| Ge Aerospace Com New (GE) | 0.3 | $1.4M | 7.1k | 200.14 | |
| Spotify Technology S A SHS (SPOT) | 0.3 | $1.4M | 2.5k | 549.98 | |
| Procter & Gamble Company (PG) | 0.3 | $1.3M | 7.9k | 170.42 | |
| Carrier Global Corporation (CARR) | 0.3 | $1.3M | 21k | 63.40 | |
| Workday Cl A (WDAY) | 0.3 | $1.3M | 5.5k | 233.53 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.3M | 3.6k | 361.04 | |
| Dominion Resources (D) | 0.3 | $1.3M | 23k | 56.07 | |
| Southern Company (SO) | 0.3 | $1.3M | 14k | 91.95 | |
| Msci (MSCI) | 0.2 | $1.2M | 2.2k | 565.57 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.2M | 1.8k | 662.72 | |
| Ferrari Nv Ord (RACE) | 0.2 | $1.2M | 2.8k | 427.88 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $1.2M | 14k | 81.67 | |
| Regeneron Pharmaceuticals (REGN) | 0.2 | $1.2M | 1.8k | 634.24 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $1.1M | 15k | 78.85 | |
| Lowe's Companies (LOW) | 0.2 | $1.1M | 4.9k | 233.24 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.1M | 7.8k | 146.01 | |
| Home Depot (HD) | 0.2 | $1.1M | 3.0k | 366.53 | |
| Rb Global (RBA) | 0.2 | $1.1M | 11k | 100.30 | |
| ConocoPhillips (COP) | 0.2 | $1.1M | 10k | 105.02 | |
| Ameriprise Financial (AMP) | 0.2 | $1.1M | 2.2k | 484.03 | |
| Norfolk Southern (NSC) | 0.2 | $1.1M | 4.5k | 236.87 | |
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $1.1M | 21k | 49.81 | |
| Nike CL B (NKE) | 0.2 | $1.1M | 17k | 63.48 | |
| Canadian Pacific Kansas City (CP) | 0.2 | $1.1M | 15k | 70.21 | |
| Medtronic SHS (MDT) | 0.2 | $1.0M | 12k | 89.86 | |
| Cisco Systems (CSCO) | 0.2 | $1.0M | 16k | 61.71 | |
| Air Products & Chemicals (APD) | 0.2 | $1.0M | 3.4k | 294.95 | |
| MercadoLibre (MELI) | 0.2 | $993k | 509.00 | 1950.87 | |
| Philip Morris International (PM) | 0.2 | $993k | 6.3k | 158.73 | |
| ConAgra Foods (CAG) | 0.2 | $984k | 37k | 26.67 | |
| salesforce (CRM) | 0.2 | $978k | 3.6k | 268.34 | |
| EOG Resources (EOG) | 0.2 | $977k | 7.6k | 128.25 | |
| Airbnb Com Cl A (ABNB) | 0.2 | $974k | 8.2k | 119.46 | |
| Arch Cap Group Ord (ACGL) | 0.2 | $970k | 10k | 96.18 | |
| Amgen (AMGN) | 0.2 | $968k | 3.1k | 311.57 | |
| Universal Hlth Svcs CL B (UHS) | 0.2 | $936k | 5.0k | 187.91 | |
| Schlumberger Com Stk (SLB) | 0.2 | $932k | 22k | 41.80 | |
| Paramount Global Class B Com (PARA) | 0.2 | $924k | 77k | 11.96 | |
| CoStar (CSGP) | 0.2 | $921k | 12k | 79.23 | |
| Icici Bank Adr (IBN) | 0.2 | $913k | 29k | 31.52 | |
| Starbucks Corporation (SBUX) | 0.2 | $908k | 9.3k | 98.09 | |
| Hess (HES) | 0.2 | $907k | 5.7k | 159.72 | |
| Marsh & McLennan Companies | 0.2 | $898k | 3.7k | 244.05 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $897k | 12k | 78.28 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $895k | 4.8k | 188.15 | |
| Capital One Financial (COF) | 0.2 | $893k | 5.0k | 179.31 | |
| Icon SHS (ICLR) | 0.2 | $877k | 5.0k | 174.99 | |
| McDonald's Corporation (MCD) | 0.2 | $870k | 2.8k | 312.31 | |
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $864k | 6.6k | 131.07 | |
| Wells Fargo & Company (WFC) | 0.2 | $858k | 12k | 71.79 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $856k | 10k | 84.40 | |
| Parker-Hannifin Corporation (PH) | 0.2 | $850k | 1.4k | 607.69 | |
| Public Service Enterprise (PEG) | 0.2 | $849k | 10k | 82.30 | |
| Nextera Energy (NEE) | 0.2 | $849k | 12k | 70.89 | |
| Waste Connections (WCN) | 0.2 | $848k | 4.3k | 195.19 | |
| Valero Energy Corporation (VLO) | 0.2 | $845k | 6.4k | 132.07 | |
| Lennar Corp Cl A (LEN) | 0.2 | $844k | 7.4k | 114.77 | |
| Blackrock (BLK) | 0.2 | $843k | 890.00 | 946.90 | |
| Ubs Group SHS (UBS) | 0.2 | $843k | 28k | 30.63 | |
| Paycom Software (PAYC) | 0.2 | $841k | 3.8k | 218.49 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $834k | 14k | 60.66 | |
| Steris Shs Usd (STE) | 0.2 | $829k | 3.7k | 226.64 | |
| BorgWarner (BWA) | 0.2 | $819k | 29k | 28.65 | |
| Citigroup Com New (C) | 0.2 | $789k | 11k | 70.99 | |
| Applied Materials (AMAT) | 0.2 | $776k | 5.3k | 145.13 | |
| Morgan Stanley Com New (MS) | 0.2 | $775k | 6.6k | 116.67 | |
| Ecolab (ECL) | 0.2 | $775k | 3.1k | 253.54 | |
| Ishares Silver Tr Ishares (SLV) | 0.2 | $773k | 25k | 30.99 | |
| Moody's Corporation (MCO) | 0.2 | $769k | 1.7k | 465.66 | |
| LKQ Corporation (LKQ) | 0.2 | $769k | 18k | 42.54 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $763k | 30k | 25.39 | |
| Xylem (XYL) | 0.2 | $761k | 6.4k | 119.46 | |
| CVS Caremark Corporation (CVS) | 0.2 | $755k | 11k | 67.75 | |
| Yum! Brands (YUM) | 0.2 | $753k | 4.8k | 157.35 | |
| Danaher Corporation (DHR) | 0.2 | $749k | 3.7k | 205.02 | |
| Hca Holdings (HCA) | 0.2 | $749k | 2.2k | 345.51 | |
| Arthur J. Gallagher & Co. (AJG) | 0.2 | $746k | 2.2k | 345.25 | |
| Corteva (CTVA) | 0.2 | $741k | 12k | 62.93 | |
| Progressive Corporation (PGR) | 0.1 | $737k | 2.6k | 283.03 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $735k | 6.0k | 121.97 | |
| Pepsi (PEP) | 0.1 | $734k | 4.9k | 149.95 | |
| Enterprise Products Partners (EPD) | 0.1 | $734k | 22k | 34.14 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $731k | 3.7k | 199.51 | |
| Ralph Lauren Corp Cl A (RL) | 0.1 | $730k | 3.3k | 220.76 | |
| Walt Disney Company (DIS) | 0.1 | $714k | 7.2k | 98.70 | |
| Honeywell International (HON) | 0.1 | $706k | 3.3k | 211.76 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $703k | 4.1k | 173.22 | |
| Interpublic Group of Companies (IPG) | 0.1 | $700k | 26k | 27.16 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $699k | 1.4k | 511.85 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $697k | 8.5k | 81.73 | |
| Coupang Cl A (CPNG) | 0.1 | $693k | 32k | 21.93 | |
| American Intl Group Com New (AIG) | 0.1 | $683k | 7.9k | 86.94 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $671k | 12k | 57.14 | |
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $670k | 49k | 13.63 | |
| Advanced Micro Devices (AMD) | 0.1 | $667k | 6.5k | 102.73 | |
| Uber Technologies (UBER) | 0.1 | $666k | 9.1k | 72.86 | |
| Aptiv Com Shs (APTV) | 0.1 | $663k | 11k | 59.50 | |
| Archer Daniels Midland Company (ADM) | 0.1 | $661k | 14k | 48.01 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $660k | 1.8k | 370.74 | |
| PNC Financial Services (PNC) | 0.1 | $651k | 3.7k | 175.78 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $649k | 4.6k | 139.79 | |
| Target Corporation (TGT) | 0.1 | $647k | 6.2k | 104.36 | |
| Us Bancorp Del Com New (USB) | 0.1 | $636k | 15k | 42.22 | |
| General Mills (GIS) | 0.1 | $630k | 11k | 59.79 | |
| Hp (HPQ) | 0.1 | $627k | 23k | 27.69 | |
| CF Industries Holdings (CF) | 0.1 | $626k | 8.0k | 78.15 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $618k | 3.4k | 179.68 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $610k | 1.2k | 495.27 | |
| Omni (OMC) | 0.1 | $610k | 7.4k | 82.91 | |
| Tyson Foods Cl A (TSN) | 0.1 | $608k | 9.5k | 63.81 | |
| Constellation Brands Cl A (STZ) | 0.1 | $607k | 3.3k | 183.53 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $597k | 7.1k | 83.87 | |
| Amphenol Corp Cl A (APH) | 0.1 | $595k | 9.1k | 65.59 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $593k | 21k | 28.90 | |
| Atlassian Corporation Cl A (TEAM) | 0.1 | $591k | 2.8k | 212.21 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $587k | 8.1k | 72.70 | |
| Encompass Health Corp (EHC) | 0.1 | $583k | 5.8k | 101.27 | |
| Becton, Dickinson and (BDX) | 0.1 | $582k | 2.5k | 229.08 | |
| Expedia Group Com New (EXPE) | 0.1 | $576k | 3.4k | 168.12 | |
| Victory Portfolios Ii Core Intermediat (UITB) | 0.1 | $568k | 12k | 46.94 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $562k | 1.2k | 484.82 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $561k | 3.8k | 146.60 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $559k | 2.9k | 190.06 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $556k | 6.1k | 91.03 | |
| Gartner (IT) | 0.1 | $556k | 1.3k | 419.74 | |
| TJX Companies (TJX) | 0.1 | $556k | 4.6k | 121.81 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $553k | 3.8k | 145.68 | |
| AmerisourceBergen (COR) | 0.1 | $548k | 2.0k | 278.09 | |
| Deere & Company (DE) | 0.1 | $545k | 1.2k | 469.21 | |
| Voya Financial (VOYA) | 0.1 | $544k | 8.0k | 67.76 | |
| Microchip Technology (MCHP) | 0.1 | $537k | 11k | 48.41 | |
| Eaton Corp SHS (ETN) | 0.1 | $534k | 2.0k | 271.89 | |
| Bunge Global Sa Com Shs (BG) | 0.1 | $529k | 6.9k | 76.42 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $529k | 5.3k | 100.00 | |
| Automatic Data Processing (ADP) | 0.1 | $528k | 1.7k | 305.47 | |
| Host Hotels & Resorts (HST) | 0.1 | $523k | 37k | 14.21 | |
| Union Pacific Corporation (UNP) | 0.1 | $521k | 2.2k | 236.22 | |
| Applovin Corp Com Cl A (APP) | 0.1 | $519k | 2.0k | 264.92 | |
| Analog Devices (ADI) | 0.1 | $514k | 2.5k | 201.65 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $513k | 1.5k | 352.55 | |
| Dupont De Nemours (DD) | 0.1 | $508k | 6.8k | 74.68 | |
| Quest Diagnostics Incorporated (DGX) | 0.1 | $505k | 3.0k | 169.19 | |
| BP Sponsored Adr (BP) | 0.1 | $502k | 15k | 33.79 | |
| Sba Communications Corp Cl A (SBAC) | 0.1 | $491k | 2.2k | 220.03 | |
| Metropcs Communications (TMUS) | 0.1 | $486k | 1.8k | 266.75 | |
| GSK Sponsored Adr (GSK) | 0.1 | $480k | 12k | 38.74 | |
| BioCryst Pharmaceuticals (BCRX) | 0.1 | $466k | 62k | 7.50 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $466k | 43k | 10.73 | |
| Hamilton Lane Cl A (HLNE) | 0.1 | $465k | 3.1k | 148.68 | |
| Gilead Sciences (GILD) | 0.1 | $459k | 4.1k | 112.05 | |
| Incyte Corporation (INCY) | 0.1 | $458k | 7.6k | 60.55 | |
| Enbridge (ENB) | 0.1 | $457k | 10k | 44.31 | |
| Welltower Inc Com reit (WELL) | 0.1 | $453k | 3.0k | 153.23 | |
| Trane Technologies SHS (TT) | 0.1 | $453k | 1.3k | 336.94 | |
| Constellation Energy (CEG) | 0.1 | $453k | 2.2k | 201.61 | |
| Ge Vernova (GEV) | 0.1 | $449k | 1.5k | 305.34 | |
| Arista Networks Com Shs (ANET) | 0.1 | $448k | 5.8k | 77.48 | |
| Ansys (ANSS) | 0.1 | $446k | 1.4k | 316.56 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $445k | 6.6k | 67.85 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $445k | 4.0k | 111.09 | |
| Diageo Spon Adr New (DEO) | 0.1 | $444k | 4.2k | 104.78 | |
| Nrg Energy Com New (NRG) | 0.1 | $440k | 4.6k | 95.45 | |
| Barclays Adr (BCS) | 0.1 | $436k | 28k | 15.36 | |
| Ensign (ENSG) | 0.1 | $436k | 3.4k | 129.41 | |
| Atmos Energy Corporation (ATO) | 0.1 | $435k | 2.8k | 154.58 | |
| Valmont Industries (VMI) | 0.1 | $433k | 1.5k | 285.44 | |
| Standex Int'l (SXI) | 0.1 | $433k | 2.7k | 161.38 | |
| Alcon Ord Shs (ALC) | 0.1 | $431k | 4.5k | 94.94 | |
| 3M Company (MMM) | 0.1 | $431k | 2.9k | 146.85 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $431k | 42k | 10.24 | |
| L3harris Technologies (LHX) | 0.1 | $430k | 2.1k | 209.28 | |
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $427k | 31k | 13.62 | |
| Canadian Natural Resources (CNQ) | 0.1 | $425k | 14k | 30.80 | |
| Xcel Energy (XEL) | 0.1 | $425k | 6.0k | 70.79 | |
| Simon Property (SPG) | 0.1 | $423k | 2.5k | 166.06 | |
| U.S. Physical Therapy (USPH) | 0.1 | $419k | 5.8k | 72.36 | |
| Relx Sponsored Adr (RELX) | 0.1 | $418k | 8.3k | 50.41 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $417k | 6.8k | 61.56 | |
| Teledyne Technologies Incorporated (TDY) | 0.1 | $417k | 838.00 | 497.95 | |
| Wyndham Hotels And Resorts (WH) | 0.1 | $398k | 4.4k | 90.51 | |
| Travel Leisure Ord (TNL) | 0.1 | $398k | 8.6k | 46.29 | |
| Embraer Sponsored Ads (EMBJ) | 0.1 | $397k | 8.6k | 46.20 | |
| Grupo Financiero Galicia Sponsored Adr (GGAL) | 0.1 | $395k | 7.2k | 54.47 | |
| Leidos Holdings (LDOS) | 0.1 | $393k | 2.9k | 134.93 | |
| Waste Management (WM) | 0.1 | $391k | 1.7k | 231.45 | |
| Verona Pharma Sponsored Ads (VRNA) | 0.1 | $385k | 6.1k | 63.49 | |
| Nucor Corporation (NUE) | 0.1 | $381k | 3.2k | 120.35 | |
| Kinsale Cap Group (KNSL) | 0.1 | $379k | 779.00 | 486.83 | |
| Zimmer Holdings (ZBH) | 0.1 | $379k | 3.3k | 113.18 | |
| RPM International (RPM) | 0.1 | $378k | 3.3k | 115.67 | |
| Baxter International (BAX) | 0.1 | $374k | 11k | 34.23 | |
| United Parcel Service CL B (UPS) | 0.1 | $372k | 3.4k | 109.97 | |
| American Electric Power Company (AEP) | 0.1 | $368k | 3.4k | 109.26 | |
| Martin Marietta Materials (MLM) | 0.1 | $367k | 768.00 | 478.20 | |
| American Tower Reit (AMT) | 0.1 | $363k | 1.7k | 217.64 | |
| Shell Spon Ads (SHEL) | 0.1 | $362k | 4.9k | 73.28 | |
| Cme (CME) | 0.1 | $360k | 1.4k | 265.25 | |
| Kraft Heinz (KHC) | 0.1 | $360k | 12k | 30.43 | |
| Casey's General Stores (CASY) | 0.1 | $359k | 827.00 | 433.88 | |
| Ventas (VTR) | 0.1 | $357k | 5.2k | 68.77 | |
| Chemed Corp Com Stk (CHE) | 0.1 | $357k | 580.00 | 615.51 | |
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $353k | 14k | 25.16 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $347k | 4.2k | 82.73 | |
| Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 0.1 | $347k | 9.9k | 35.04 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $343k | 3.2k | 108.69 | |
| Garmin SHS (GRMN) | 0.1 | $343k | 1.6k | 217.09 | |
| Qifu Technology American Dep (QFIN) | 0.1 | $342k | 7.6k | 44.91 | |
| LeMaitre Vascular (LMAT) | 0.1 | $340k | 4.0k | 83.90 | |
| Intel Corporation (INTC) | 0.1 | $339k | 15k | 22.71 | |
| Synopsys (SNPS) | 0.1 | $339k | 790.00 | 428.85 | |
| Corning Incorporated (GLW) | 0.1 | $338k | 7.4k | 45.78 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $337k | 3.0k | 111.49 | |
| Home BancShares (HOMB) | 0.1 | $336k | 12k | 28.27 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $334k | 6.5k | 51.78 | |
| Equifax (EFX) | 0.1 | $333k | 1.4k | 243.62 | |
| S&p Global (SPGI) | 0.1 | $332k | 654.00 | 508.07 | |
| Air Lease Corp Cl A (AL) | 0.1 | $332k | 6.9k | 48.31 | |
| Cabot Corporation (CBT) | 0.1 | $331k | 4.0k | 83.15 | |
| Royal Caribbean Cruises (RCL) | 0.1 | $330k | 1.6k | 205.49 | |
| Banco Macro Sa Spon Adr B (BMA) | 0.1 | $329k | 4.4k | 75.51 | |
| Consolidated Edison (ED) | 0.1 | $329k | 3.0k | 110.60 | |
| Fortinet (FTNT) | 0.1 | $329k | 3.4k | 96.26 | |
| Perrigo SHS (PRGO) | 0.1 | $324k | 12k | 28.04 | |
| CarMax (KMX) | 0.1 | $323k | 4.1k | 77.92 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $323k | 5.5k | 58.94 | |
| Campbell Soup Company (CPB) | 0.1 | $322k | 8.1k | 39.92 | |
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $322k | 7.8k | 41.37 | |
| Harmony Gold Mining Sponsored Adr (HMY) | 0.1 | $322k | 22k | 14.77 | |
| Emerson Electric (EMR) | 0.1 | $320k | 2.9k | 109.63 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $319k | 2.4k | 132.21 | |
| Prologis (PLD) | 0.1 | $318k | 2.8k | 111.77 | |
| Nexstar Media Group Common Stock (NXST) | 0.1 | $318k | 1.8k | 179.27 | |
| Pampa Energia S A Spons Adr Lvl I (PAM) | 0.1 | $313k | 4.1k | 77.20 | |
| Cohen & Steers (CNS) | 0.1 | $313k | 3.9k | 80.26 | |
| Molson Coors Beverage CL B (TAP) | 0.1 | $311k | 5.1k | 60.86 | |
| Autodesk (ADSK) | 0.1 | $309k | 1.2k | 261.80 | |
| Manulife Finl Corp (MFC) | 0.1 | $309k | 9.9k | 31.15 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $307k | 6.1k | 50.21 | |
| Williams Companies (WMB) | 0.1 | $307k | 5.1k | 59.76 | |
| Crown Holdings (CCK) | 0.1 | $306k | 3.4k | 89.26 | |
| Booking Holdings (BKNG) | 0.1 | $304k | 66.00 | 4607.05 | |
| Brown Forman Corp CL B (BF.B) | 0.1 | $303k | 8.9k | 33.94 | |
| ResMed (RMD) | 0.1 | $303k | 1.4k | 223.90 | |
| Cadence Design Systems (CDNS) | 0.1 | $299k | 1.2k | 254.33 | |
| Motorola Solutions Com New (MSI) | 0.1 | $299k | 682.00 | 437.61 | |
| Cyberark Software SHS (CYBR) | 0.1 | $298k | 882.00 | 338.00 | |
| RBC Bearings Incorporated (RBC) | 0.1 | $296k | 921.00 | 321.77 | |
| Totalenergies Se Sponsored Ads | 0.1 | $295k | 4.6k | 64.69 | |
| Hexcel Corporation (HXL) | 0.1 | $295k | 5.4k | 54.76 | |
| Fiserv (FI) | 0.1 | $294k | 1.3k | 220.83 | |
| Truist Financial Corp equities (TFC) | 0.1 | $293k | 7.1k | 41.15 | |
| UMH Properties (UMH) | 0.1 | $292k | 16k | 18.70 | |
| Concentrix Corp (CNXC) | 0.1 | $292k | 5.3k | 55.64 | |
| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $292k | 1.5k | 196.93 | |
| Te Connectivity Ord Shs (TEL) | 0.1 | $291k | 2.1k | 141.32 | |
| Federal Agric Mtg Corp CL C (AGM) | 0.1 | $289k | 1.5k | 187.49 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $287k | 2.7k | 104.60 | |
| Colgate-Palmolive Company (CL) | 0.1 | $285k | 3.0k | 93.69 | |
| Cloudflare Cl A Com (NET) | 0.1 | $284k | 2.5k | 112.69 | |
| Discover Financial Services | 0.1 | $283k | 1.7k | 170.73 | |
| International Flavors & Fragrances (IFF) | 0.1 | $282k | 3.6k | 77.62 | |
| Terreno Realty Corporation (TRNO) | 0.1 | $281k | 4.4k | 63.21 | |
| Caterpillar (CAT) | 0.1 | $279k | 844.00 | 329.97 | |
| Bwx Technologies (BWXT) | 0.1 | $278k | 2.8k | 98.64 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.1 | $278k | 150.00 | 1854.84 | |
| Biogen Idec (BIIB) | 0.1 | $277k | 2.0k | 136.84 | |
| Live Nation Entertainment (LYV) | 0.1 | $277k | 2.1k | 130.58 | |
| CRA International (CRAI) | 0.1 | $275k | 1.6k | 173.18 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $274k | 3.3k | 83.29 | |
| American Water Works (AWK) | 0.1 | $274k | 1.9k | 147.54 | |
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.1 | $273k | 7.6k | 36.19 | |
| Expeditors International of Washington (EXPD) | 0.1 | $272k | 2.3k | 120.23 | |
| Cigna Corp (CI) | 0.1 | $271k | 825.00 | 328.80 | |
| Schneider National CL B (SNDR) | 0.1 | $270k | 12k | 22.85 | |
| Firstservice Corp (FSV) | 0.1 | $265k | 1.6k | 165.97 | |
| Republic Services (RSG) | 0.1 | $265k | 1.1k | 242.09 | |
| Cullen/Frost Bankers (CFR) | 0.1 | $265k | 2.1k | 125.22 | |
| General Motors Company (GM) | 0.1 | $264k | 5.6k | 47.03 | |
| Sanofi Sponsored Adr (SNY) | 0.1 | $264k | 4.8k | 55.46 | |
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $263k | 8.5k | 30.87 | |
| Clear Secure Com Cl A (YOU) | 0.1 | $260k | 10k | 25.91 | |
| Chesapeake Utilities Corporation (CPK) | 0.1 | $260k | 2.0k | 128.40 | |
| Vnet Group Sponsored Ads A (VNET) | 0.1 | $259k | 32k | 8.20 | |
| PriceSmart (PSMT) | 0.1 | $259k | 2.9k | 87.86 | |
| Veeva Sys Cl A Com (VEEV) | 0.1 | $257k | 1.1k | 231.63 | |
| Utz Brands Com Cl A (UTZ) | 0.1 | $257k | 18k | 14.08 | |
| T. Rowe Price (TROW) | 0.1 | $257k | 2.8k | 91.85 | |
| Dover Corporation (DOV) | 0.1 | $254k | 1.4k | 175.68 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $253k | 1.1k | 227.92 | |
| Murphy Usa (MUSA) | 0.1 | $251k | 534.00 | 470.08 | |
| O'reilly Automotive (ORLY) | 0.1 | $251k | 175.00 | 1432.58 | |
| Northern Oil And Gas Inc Mn (NOG) | 0.1 | $250k | 8.3k | 30.23 | |
| Kla Corp Com New (KLAC) | 0.1 | $250k | 368.00 | 678.89 | |
| MetLife (MET) | 0.1 | $250k | 3.1k | 80.28 | |
| Curtiss-Wright (CW) | 0.1 | $249k | 786.00 | 317.35 | |
| Matador Resources (MTDR) | 0.1 | $249k | 4.9k | 51.09 | |
| Snap-on Incorporated (SNA) | 0.1 | $248k | 737.00 | 337.10 | |
| PPG Industries (PPG) | 0.1 | $248k | 2.3k | 109.37 | |
| Western Union Company (WU) | 0.1 | $248k | 23k | 10.58 | |
| Willis Towers Watson SHS (WTW) | 0.1 | $247k | 732.00 | 337.99 | |
| Avista Corporation (AVA) | 0.1 | $247k | 5.9k | 41.87 | |
| Lakeland Financial Corporation (LKFN) | 0.1 | $247k | 4.2k | 59.44 | |
| UniFirst Corporation (UNF) | 0.1 | $247k | 1.4k | 173.97 | |
| Up Fintech Hldg Sponsored Ads (TIGR) | 0.1 | $246k | 29k | 8.59 | |
| Portland Gen Elec Com New (POR) | 0.0 | $246k | 5.5k | 44.60 | |
| DTE Energy Company (DTE) | 0.0 | $244k | 1.8k | 138.31 | |
| Everest Re Group (EG) | 0.0 | $243k | 670.00 | 363.33 | |
| Tetra Tech (TTEK) | 0.0 | $241k | 8.2k | 29.25 | |
| Darden Restaurants (DRI) | 0.0 | $240k | 1.2k | 207.79 | |
| Technipfmc (FTI) | 0.0 | $238k | 7.5k | 31.69 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $238k | 775.00 | 306.74 | |
| Ufp Industries (UFPI) | 0.0 | $236k | 2.2k | 107.05 | |
| Dex (DXCM) | 0.0 | $235k | 3.4k | 68.29 | |
| Palo Alto Networks (PANW) | 0.0 | $232k | 1.4k | 170.66 | |
| Godaddy Cl A (GDDY) | 0.0 | $231k | 1.3k | 180.14 | |
| Intercontinental Exchange (ICE) | 0.0 | $230k | 1.3k | 172.45 | |
| Kinder Morgan (KMI) | 0.0 | $230k | 8.1k | 28.53 | |
| Acuity Brands (AYI) | 0.0 | $229k | 871.00 | 263.40 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $229k | 3.5k | 66.44 | |
| Public Storage (PSA) | 0.0 | $228k | 761.00 | 299.41 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $226k | 3.4k | 65.99 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $226k | 2.8k | 80.12 | |
| Monster Beverage Corp (MNST) | 0.0 | $225k | 3.9k | 58.52 | |
| Tenet Healthcare Corp Com New (THC) | 0.0 | $225k | 1.7k | 134.50 | |
| Landstar System (LSTR) | 0.0 | $225k | 1.5k | 150.21 | |
| Generac Holdings (GNRC) | 0.0 | $224k | 1.8k | 126.63 | |
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $224k | 15k | 15.46 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $224k | 2.2k | 103.22 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $223k | 500.00 | 446.67 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $223k | 2.6k | 84.94 | |
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.0 | $222k | 4.9k | 44.88 | |
| Annaly Capital Management In Com New (NLY) | 0.0 | $221k | 11k | 20.31 | |
| Paypal Holdings (PYPL) | 0.0 | $220k | 3.4k | 65.25 | |
| Broadridge Financial Solutions (BR) | 0.0 | $220k | 908.00 | 242.42 | |
| Boston Scientific Corporation (BSX) | 0.0 | $219k | 2.2k | 100.88 | |
| Anthem (ELV) | 0.0 | $217k | 499.00 | 434.60 | |
| Equity Lifestyle Properties (ELS) | 0.0 | $217k | 3.2k | 66.70 | |
| Huntington Ingalls Inds (HII) | 0.0 | $217k | 1.1k | 204.06 | |
| Entegris (ENTG) | 0.0 | $216k | 2.5k | 87.47 | |
| Wingstop (WING) | 0.0 | $215k | 953.00 | 225.62 | |
| WESCO International (WCC) | 0.0 | $214k | 1.4k | 155.30 | |
| Crown Castle Intl (CCI) | 0.0 | $213k | 2.0k | 104.22 | |
| United Rentals (URI) | 0.0 | $211k | 337.00 | 626.79 | |
| Snowflake Cl A (SNOW) | 0.0 | $211k | 1.4k | 146.16 | |
| Rollins (ROL) | 0.0 | $211k | 3.9k | 54.03 | |
| Cognex Corporation (CGNX) | 0.0 | $210k | 7.0k | 29.83 | |
| Power Integrations (POWI) | 0.0 | $209k | 4.1k | 50.51 | |
| Kt Corp Sponsored Adr (KT) | 0.0 | $209k | 12k | 17.71 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $208k | 8.3k | 25.04 | |
| Travelers Companies (TRV) | 0.0 | $207k | 782.00 | 264.45 | |
| Gates Indl Corp Ord Shs (GTES) | 0.0 | $206k | 11k | 18.41 | |
| D.R. Horton (DHI) | 0.0 | $205k | 1.6k | 127.11 | |
| NetApp (NTAP) | 0.0 | $203k | 2.3k | 87.82 | |
| Kellogg Company (K) | 0.0 | $203k | 2.5k | 82.49 | |
| Marriott Intl Cl A (MAR) | 0.0 | $203k | 851.00 | 238.20 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $203k | 1.4k | 142.22 | |
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $202k | 12k | 16.61 | |
| Universal Display Corporation (OLED) | 0.0 | $202k | 1.4k | 139.52 | |
| Emcor (EME) | 0.0 | $202k | 545.00 | 369.74 | |
| Nexpoint Residential Tr (NXRT) | 0.0 | $201k | 5.1k | 39.53 | |
| Haleon Spon Ads (HLN) | 0.0 | $200k | 19k | 10.29 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $196k | 10k | 19.53 | |
| Liberty Energy Com Cl A (LBRT) | 0.0 | $191k | 12k | 15.83 | |
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $189k | 24k | 7.76 | |
| Atlas Energy Solutions Com New (AESI) | 0.0 | $181k | 10k | 17.84 | |
| Kingsoft Cloud Hldgs Ads (KC) | 0.0 | $176k | 12k | 14.36 | |
| Pearson Sponsored Adr (PSO) | 0.0 | $173k | 11k | 16.01 | |
| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $159k | 24k | 6.59 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $158k | 10k | 15.37 | |
| V.F. Corporation (VFC) | 0.0 | $156k | 10k | 15.52 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $136k | 36k | 3.82 | |
| Exp World Holdings Inc equities (EXPI) | 0.0 | $123k | 13k | 9.78 | |
| Ford Motor Company (F) | 0.0 | $121k | 12k | 10.03 | |
| WisdomTree Investments (WT) | 0.0 | $111k | 12k | 8.92 | |
| Viatris (VTRS) | 0.0 | $103k | 12k | 8.71 | |
| Adaptive Biotechnologies Cor (ADPT) | 0.0 | $84k | 11k | 7.43 | |
| Banco Santander Adr (SAN) | 0.0 | $81k | 12k | 6.70 |