Personal Cfo Solutions

Personal Cfo Solutions as of June 30, 2025

Portfolio Holdings for Personal Cfo Solutions

Personal Cfo Solutions holds 481 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Chubb (CB) 10.4 $56M 193k 289.72
Apple (AAPL) 4.2 $23M 110k 205.17
Microsoft Corporation (MSFT) 3.0 $16M 33k 497.40
NVIDIA Corporation (NVDA) 2.8 $15M 94k 157.99
Amazon (AMZN) 2.4 $13M 60k 219.39
Proshares Tr Pshs Ultruss2000 (UWM) 2.2 $12M 323k 37.67
Alphabet Cap Stk Cl A (GOOGL) 1.9 $10M 59k 176.23
Itt (ITT) 1.7 $9.3M 59k 156.83
Fidelity Covington Trust Msci Finls Idx (FNCL) 1.6 $8.8M 119k 74.04
Ishares Tr Rus 1000 Grw Etf (IWF) 1.4 $7.4M 18k 424.59
Alphabet Cap Stk Cl C (GOOG) 1.2 $6.5M 37k 177.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $6.3M 10k 617.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $5.1M 10k 485.76
Visa Com Cl A (V) 0.9 $4.9M 14k 355.04
Ishares Tr Eafe Grwth Etf (EFG) 0.9 $4.7M 42k 112.00
Ishares Tr Msci Intl Qualty (IQLT) 0.8 $4.4M 101k 43.22
Netflix (NFLX) 0.8 $4.3M 3.2k 1339.16
Meta Platforms Cl A (META) 0.8 $4.3M 5.8k 738.04
Oracle Corporation (ORCL) 0.8 $4.2M 19k 218.63
Mastercard Incorporated Cl A (MA) 0.8 $4.1M 7.3k 561.92
Boeing Company (BA) 0.7 $3.9M 19k 209.53
Spdr Gold Tr Gold Shs (GLD) 0.7 $3.9M 13k 304.83
Eli Lilly & Co. (LLY) 0.6 $3.5M 4.5k 779.59
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $3.4M 6.2k 551.60
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $3.4M 42k 80.65
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.6 $3.3M 15k 226.49
Exxon Mobil Corporation (XOM) 0.6 $3.3M 30k 107.80
Verizon Communications (VZ) 0.6 $3.2M 74k 43.27
American Express Company (AXP) 0.6 $3.2M 10k 318.99
JPMorgan Chase & Co. (JPM) 0.6 $3.0M 10k 289.90
Tesla Motors (TSLA) 0.5 $3.0M 9.3k 317.65
Broadcom (AVGO) 0.5 $2.9M 11k 275.64
Altria (MO) 0.5 $2.8M 48k 58.63
General Dynamics Corporation (GD) 0.5 $2.8M 9.5k 291.65
Chevron Corporation (CVX) 0.5 $2.6M 18k 143.19
Philip Morris International (PM) 0.5 $2.5M 14k 182.12
Sap Se Spon Adr (SAP) 0.5 $2.5M 8.3k 304.10
Cbre Group Cl A (CBRE) 0.5 $2.4M 17k 140.12
At&t (T) 0.4 $2.4M 82k 28.94
Abbott Laboratories (ABT) 0.4 $2.4M 17k 136.01
Raytheon Technologies Corp (RTX) 0.4 $2.3M 16k 146.02
Sea Sponsord Ads (SE) 0.4 $2.3M 15k 159.94
Servicenow (NOW) 0.4 $2.3M 2.2k 1027.97
Adobe Systems Incorporated (ADBE) 0.4 $2.3M 5.8k 386.88
First Tr Exchange Traded Cloud Computing (SKYY) 0.4 $2.2M 18k 121.64
Shopify Cl A Sub Vtg Shs (SHOP) 0.4 $2.1M 18k 115.35
Ishares Tr Expanded Tech (IGV) 0.4 $2.0M 19k 109.50
Johnson & Johnson (JNJ) 0.4 $2.0M 13k 152.75
Merck & Co (MRK) 0.4 $2.0M 25k 79.16
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $2.0M 10k 194.23
Aon Shs Cl A (AON) 0.4 $1.9M 5.4k 356.78
Goldman Sachs (GS) 0.4 $1.9M 2.7k 707.73
Ge Aerospace Com New (GE) 0.3 $1.8M 7.1k 257.38
Wal-Mart Stores (WMT) 0.3 $1.8M 18k 97.78
Spotify Technology S A SHS (SPOT) 0.3 $1.8M 2.3k 767.47
Comcast Corp Cl A (CMCSA) 0.3 $1.8M 50k 35.69
W.R. Berkley Corporation (WRB) 0.3 $1.8M 24k 73.47
Bank of America Corporation (BAC) 0.3 $1.7M 37k 47.32
Spdr Series Trust Bloomberg High Y (JNK) 0.3 $1.7M 17k 97.27
Pfizer (PFE) 0.3 $1.6M 68k 24.24
Costco Wholesale Corporation (COST) 0.3 $1.6M 1.6k 989.72
Zoetis Cl A (ZTS) 0.3 $1.6M 10k 155.94
Linde SHS (LIN) 0.3 $1.6M 3.4k 469.23
Intuit (INTU) 0.3 $1.6M 2.0k 787.75
Coca-Cola Company (KO) 0.3 $1.6M 22k 70.75
McKesson Corporation (MCK) 0.3 $1.6M 2.1k 732.80
Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.5M 5.2k 298.91
Qualcomm (QCOM) 0.3 $1.5M 9.5k 159.26
Palantir Technologies Cl A (PLTR) 0.3 $1.5M 11k 136.32
Carrier Global Corporation (CARR) 0.3 $1.5M 21k 73.19
Asml Holding N V N Y Registry Shs (ASML) 0.3 $1.5M 1.9k 801.58
Capital One Financial (COF) 0.3 $1.5M 6.8k 212.77
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $1.4M 17k 82.86
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $1.4M 79k 18.13
International Business Machines (IBM) 0.3 $1.4M 4.8k 294.77
Novo-nordisk A S Adr (NVO) 0.3 $1.4M 20k 69.02
Thermo Fisher Scientific (TMO) 0.2 $1.3M 3.3k 405.43
MercadoLibre (MELI) 0.2 $1.3M 512.00 2613.63
Dominion Resources (D) 0.2 $1.3M 24k 56.52
Procter & Gamble Company (PG) 0.2 $1.3M 8.3k 159.32
Bristol Myers Squibb (BMY) 0.2 $1.3M 28k 46.29
UnitedHealth (UNH) 0.2 $1.3M 4.1k 311.97
Southern Company (SO) 0.2 $1.3M 14k 91.83
Nike CL B (NKE) 0.2 $1.3M 18k 71.04
Msci (MSCI) 0.2 $1.2M 2.2k 576.82
Workday Cl A (WDAY) 0.2 $1.2M 5.1k 240.00
Abbvie (ABBV) 0.2 $1.2M 6.5k 185.62
Starbucks Corporation (SBUX) 0.2 $1.2M 13k 91.63
Canadian Pacific Kansas City (CP) 0.2 $1.2M 15k 79.27
Rb Global (RBA) 0.2 $1.2M 11k 106.19
Cisco Systems (CSCO) 0.2 $1.2M 17k 69.38
Astrazeneca Sponsored Adr 0.2 $1.2M 17k 69.88
Home Depot (HD) 0.2 $1.2M 3.1k 366.64
salesforce (CRM) 0.2 $1.1M 4.2k 272.68
Wells Fargo & Company (WFC) 0.2 $1.1M 14k 80.12
Norfolk Southern (NSC) 0.2 $1.1M 4.4k 255.97
Ameriprise Financial (AMP) 0.2 $1.1M 2.0k 533.69
Yum! Brands (YUM) 0.2 $1.1M 7.2k 148.18
Airbnb Com Cl A (ABNB) 0.2 $1.1M 8.1k 132.34
Applied Materials (AMAT) 0.2 $1.1M 5.8k 183.08
Charles Schwab Corporation (SCHW) 0.2 $1.1M 12k 91.24
Marathon Petroleum Corp (MPC) 0.2 $1.1M 6.4k 166.10
Uber Technologies (UBER) 0.2 $1.0M 11k 93.30
Select Sector Spdr Tr Technology (XLK) 0.2 $1.0M 4.0k 253.24
ConocoPhillips (COP) 0.2 $1.0M 11k 89.74
Citigroup Com New (C) 0.2 $1.0M 12k 85.12
Paramount Global Class B Com (PARA) 0.2 $997k 77k 12.90
Icici Bank Adr (IBN) 0.2 $991k 30k 33.64
Select Sector Spdr Tr Communication (XLC) 0.2 $979k 9.0k 108.53
Ishares Silver Tr Ishares (SLV) 0.2 $973k 30k 32.81
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $967k 12k 80.97
Lowe's Companies (LOW) 0.2 $964k 4.3k 221.87
Parker-Hannifin Corporation (PH) 0.2 $961k 1.4k 698.33
Corteva (CTVA) 0.2 $949k 13k 74.53
IDEXX Laboratories (IDXX) 0.2 $949k 1.8k 536.34
Blackrock (BLK) 0.2 $947k 903.00 1049.04
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $939k 12k 81.66
Morgan Stanley Com New (MS) 0.2 $937k 6.7k 140.86
Select Sector Spdr Tr Indl (XLI) 0.2 $936k 6.3k 147.52
Hca Holdings (HCA) 0.2 $932k 2.4k 383.10
BorgWarner (BWA) 0.2 $930k 28k 33.48
Regeneron Pharmaceuticals (REGN) 0.2 $922k 1.8k 525.02
CoStar (CSGP) 0.2 $918k 11k 80.40
Arch Cap Group Ord (ACGL) 0.2 $915k 10k 91.05
Monday SHS (MNDY) 0.2 $912k 2.9k 314.48
Coupang Cl A (CPNG) 0.2 $904k 30k 29.96
Air Products & Chemicals (APD) 0.2 $901k 3.2k 282.09
Waste Connections (WCN) 0.2 $899k 4.8k 186.70
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $898k 22k 41.42
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $895k 4.1k 217.35
Advanced Micro Devices (AMD) 0.2 $891k 6.3k 141.91
Valero Energy Corporation (VLO) 0.2 $886k 6.6k 134.43
Universal Hlth Svcs CL B (UHS) 0.2 $884k 4.9k 181.13
Ralph Lauren Corp Cl A (RL) 0.2 $882k 3.2k 274.28
Paycom Software (PAYC) 0.2 $880k 3.8k 231.42
Public Service Enterprise (PEG) 0.2 $880k 11k 84.18
Walt Disney Company (DIS) 0.2 $879k 7.1k 124.01
EOG Resources (EOG) 0.2 $860k 7.2k 119.61
Medtronic SHS (MDT) 0.2 $860k 9.9k 87.17
McDonald's Corporation (MCD) 0.2 $850k 2.9k 292.21
Ge Vernova (GEV) 0.2 $841k 1.6k 529.00
Amphenol Corp Cl A (APH) 0.2 $834k 8.4k 98.75
Target Corporation (TGT) 0.2 $832k 8.4k 98.65
Moody's Corporation (MCO) 0.2 $829k 1.7k 501.61
Ferrari Nv Ord (RACE) 0.2 $825k 1.7k 490.88
Nextera Energy (NEE) 0.2 $820k 12k 69.42
Trane Technologies SHS (TT) 0.2 $815k 1.9k 437.50
Honeywell International (HON) 0.1 $799k 3.4k 232.87
CF Industries Holdings (CF) 0.1 $798k 8.7k 92.00
Sony Group Corp Sponsored Adr (SONY) 0.1 $793k 31k 26.03
Ishares Tr Msci Eafe Etf (EFA) 0.1 $793k 8.9k 89.39
Amgen (AMGN) 0.1 $785k 2.8k 279.20
Lennar Corp Cl A (LEN) 0.1 $785k 7.1k 110.61
Eaton Corp SHS (ETN) 0.1 $783k 2.2k 356.93
Constellation Energy (CEG) 0.1 $765k 2.4k 322.74
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $765k 14k 56.85
Crowdstrike Hldgs Cl A (CRWD) 0.1 $753k 1.5k 509.27
Ishares Tr Russell 2000 Etf (IWM) 0.1 $752k 3.5k 215.76
CVS Caremark Corporation (CVS) 0.1 $751k 11k 68.98
Marsh & McLennan Companies 0.1 $749k 3.4k 218.66
Microchip Technology (MCHP) 0.1 $744k 11k 70.37
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $732k 11k 67.22
ConAgra Foods (CAG) 0.1 $730k 36k 20.47
Archer Daniels Midland Company (ADM) 0.1 $724k 14k 52.78
Blackstone Group Inc Com Cl A (BX) 0.1 $721k 4.8k 149.57
Aptiv Com Shs (APTV) 0.1 $720k 11k 68.22
Schlumberger Com Stk (SLB) 0.1 $700k 21k 33.80
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $697k 3.8k 181.72
Progressive Corporation (PGR) 0.1 $696k 2.6k 266.87
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $692k 51k 13.72
Northrop Grumman Corporation (NOC) 0.1 $687k 1.4k 499.86
Us Bancorp Del Com New (USB) 0.1 $679k 15k 45.25
Arthur J. Gallagher & Co. (AJG) 0.1 $672k 2.1k 320.16
Applovin Corp Com Cl A (APP) 0.1 $672k 1.9k 350.02
Mondelez Intl Cl A (MDLZ) 0.1 $668k 9.9k 67.44
PNC Financial Services (PNC) 0.1 $667k 3.6k 186.44
Nxp Semiconductors N V (NXPI) 0.1 $664k 3.0k 218.51
Texas Instruments Incorporated (TXN) 0.1 $662k 3.2k 207.64
Encompass Health Corp (EHC) 0.1 $661k 5.4k 122.63
American Intl Group Com New (AIG) 0.1 $660k 7.7k 85.59
Ubs Group SHS (UBS) 0.1 $649k 19k 33.82
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $648k 3.7k 173.22
Duke Energy Corp Com New (DUK) 0.1 $638k 5.4k 117.99
Nu Hldgs Ord Shs Cl A (NU) 0.1 $636k 46k 13.72
LKQ Corporation (LKQ) 0.1 $631k 17k 37.01
3M Company (MMM) 0.1 $628k 4.1k 152.25
Danaher Corporation (DHR) 0.1 $624k 3.2k 197.53
Deere & Company (DE) 0.1 $619k 1.2k 508.65
Verona Pharma Sponsored Ads (VRNA) 0.1 $614k 6.5k 94.58
Enterprise Products Partners (EPD) 0.1 $612k 20k 31.01
TJX Companies (TJX) 0.1 $597k 4.8k 123.50
AmerisourceBergen (COR) 0.1 $597k 2.0k 299.90
Interpublic Group of Companies (IPG) 0.1 $588k 24k 24.48
Ecolab (ECL) 0.1 $588k 2.2k 269.50
Expedia Group Com New (EXPE) 0.1 $579k 3.4k 168.67
Voya Financial (VOYA) 0.1 $561k 7.9k 71.00
Atlassian Corporation Cl A (TEAM) 0.1 $558k 2.7k 203.09
BioCryst Pharmaceuticals (BCRX) 0.1 $557k 62k 8.96
Barclays Adr (BCS) 0.1 $552k 30k 18.59
Bunge Global Sa Com Shs (BG) 0.1 $550k 6.8k 80.28
Quest Diagnostics Incorporated (DGX) 0.1 $549k 3.1k 179.63
Gartner (IT) 0.1 $549k 1.4k 404.22
Union Pacific Corporation (UNP) 0.1 $543k 2.4k 230.06
Xylem (XYL) 0.1 $540k 4.2k 129.36
Intuitive Surgical Com New (ISRG) 0.1 $536k 986.00 543.41
Sba Communications Corp Cl A (SBAC) 0.1 $534k 2.3k 234.88
L3harris Technologies (LHX) 0.1 $529k 2.1k 250.80
Analog Devices (ADI) 0.1 $529k 2.2k 238.04
Tyson Foods Cl A (TSN) 0.1 $526k 9.4k 55.94
Lam Research Corp Com New (LRCX) 0.1 $525k 5.4k 97.35
Automatic Data Processing (ADP) 0.1 $525k 1.7k 308.37
U.S. Physical Therapy (USPH) 0.1 $524k 6.7k 78.20
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $521k 34k 15.37
Embraer Sponsored Ads (EMBJ) 0.1 $518k 9.1k 56.91
Host Hotels & Resorts (HST) 0.1 $516k 34k 15.36
Incyte Corporation (INCY) 0.1 $515k 7.6k 68.10
Cloudflare Cl A Com (NET) 0.1 $515k 2.6k 195.83
Hp (HPQ) 0.1 $515k 21k 24.46
Ensign (ENSG) 0.1 $511k 3.3k 154.27
Ishares Msci World Etf (URTH) 0.1 $508k 3.0k 169.37
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $506k 1.1k 445.20
Enbridge (ENB) 0.1 $501k 11k 45.32
BP Sponsored Adr (BP) 0.1 $500k 17k 29.93
Valmont Industries (VMI) 0.1 $500k 1.5k 326.67
Gilead Sciences (GILD) 0.1 $497k 4.5k 110.87
Pepsi (PEP) 0.1 $496k 3.8k 132.05
General Mills (GIS) 0.1 $496k 9.6k 51.81
GSK Sponsored Adr (GSK) 0.1 $495k 13k 38.40
Omni (OMC) 0.1 $491k 6.8k 71.94
Victory Portfolios Ii Core Intermediat (UITB) 0.1 $490k 10k 47.07
Canadian Natural Resources (CNQ) 0.1 $487k 16k 31.40
Warner Bros Discovery Com Ser A (WBD) 0.1 $486k 42k 11.46
Synopsys (SNPS) 0.1 $481k 938.00 512.68
Welltower Inc Com reit (WELL) 0.1 $476k 3.1k 153.75
Relx Sponsored Adr (RELX) 0.1 $474k 8.7k 54.34
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $469k 6.8k 68.72
Leidos Holdings (LDOS) 0.1 $469k 3.0k 157.74
Metropcs Communications (TMUS) 0.1 $465k 2.0k 238.21
Akamai Technologies (AKAM) 0.1 $464k 5.8k 79.76
Dupont De Nemours (DD) 0.1 $460k 6.7k 68.59
Chipotle Mexican Grill (CMG) 0.1 $459k 8.2k 56.15
Steris Shs Usd (STE) 0.1 $450k 1.9k 240.20
Travelers Companies (TRV) 0.1 $445k 1.7k 267.47
Ishares Tr Rus 1000 Etf (IWB) 0.1 $443k 1.3k 339.46
Travel Leisure Ord (TNL) 0.1 $443k 8.6k 51.61
Ishares Tr Tips Bd Etf (TIP) 0.1 $441k 4.0k 110.04
Martin Marietta Materials (MLM) 0.1 $432k 787.00 549.05
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $432k 3.0k 144.31
Newmont Mining Corporation (NEM) 0.1 $428k 7.3k 58.26
American Tower Reit (AMT) 0.1 $426k 1.9k 220.99
Atmos Energy Corporation (ATO) 0.1 $424k 2.8k 154.12
Fortinet (FTNT) 0.1 $424k 4.0k 105.72
Simon Property (SPG) 0.1 $417k 2.6k 160.77
Waste Management (WM) 0.1 $410k 1.8k 228.80
Motorola Solutions Com New (MSI) 0.1 $408k 970.00 420.36
Emerson Electric (EMR) 0.1 $406k 3.0k 133.31
Booking Holdings (BKNG) 0.1 $405k 70.00 5789.57
Xcel Energy (XEL) 0.1 $403k 5.9k 68.10
Teledyne Technologies Incorporated (TDY) 0.1 $403k 786.00 512.57
Royal Caribbean Cruises (RCL) 0.1 $402k 1.3k 313.12
Diageo Spon Adr New (DEO) 0.1 $401k 4.0k 100.83
Ishares Tr Morningstar Grwt (ILCG) 0.1 $401k 4.1k 96.90
Cme (CME) 0.1 $398k 1.4k 275.65
Air Lease Corp Cl A (AL) 0.1 $397k 6.8k 58.49
Coinbase Global Com Cl A (COIN) 0.1 $397k 1.1k 350.37
Cadence Design Systems (CDNS) 0.1 $384k 1.2k 308.15
Bank of New York Mellon Corporation (BK) 0.1 $381k 4.2k 91.10
Alcon Ord Shs (ALC) 0.1 $381k 4.3k 88.29
Standex Int'l (SXI) 0.1 $380k 2.4k 156.50
S&p Global (SPGI) 0.1 $378k 717.00 527.30
Corning Incorporated (GLW) 0.1 $376k 7.2k 52.59
Curtiss-Wright (CW) 0.1 $374k 766.00 488.72
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.1 $373k 6.9k 54.31
Intel Corporation (INTC) 0.1 $371k 17k 22.40
Wyndham Hotels And Resorts (WH) 0.1 $370k 4.6k 81.20
Nrg Energy Com New (NRG) 0.1 $369k 2.3k 160.61
Grupo Financiero Galicia Sponsored Adr (GGAL) 0.1 $365k 7.2k 50.39
eBay (EBAY) 0.1 $365k 4.9k 74.46
Hamilton Lane Cl A (HLNE) 0.1 $365k 2.6k 142.10
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $364k 6.7k 54.40
Prologis (PLD) 0.1 $361k 3.4k 105.11
Equifax (EFX) 0.1 $360k 1.4k 259.46
Kinsale Cap Group (KNSL) 0.1 $360k 744.00 484.03
Shell Spon Ads (SHEL) 0.1 $360k 5.1k 70.41
Te Connectivity Ord Shs (TEL) 0.1 $357k 2.1k 168.67
American Electric Power Company (AEP) 0.1 $356k 3.4k 103.75
Williams Companies (WMB) 0.1 $354k 5.6k 62.81
Becton, Dickinson and (BDX) 0.1 $354k 2.1k 172.22
Qifu Technology American Dep (QFIN) 0.1 $353k 8.1k 43.36
Nucor Corporation (NUE) 0.1 $352k 2.7k 129.55
Crown Holdings (CCK) 0.1 $347k 3.4k 102.98
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $347k 3.2k 109.61
Bwx Technologies (BWXT) 0.1 $346k 2.4k 144.06
Constellation Brands Cl A (STZ) 0.1 $346k 2.1k 162.65
Vistra Energy (VST) 0.1 $342k 1.8k 193.81
LeMaitre Vascular (LMAT) 0.1 $337k 4.1k 83.06
Coherent Corp (COHR) 0.1 $337k 3.8k 89.20
Spdr Series Trust Bloomberg Sht Te (SJNK) 0.1 $336k 13k 25.48
Wingstop (WING) 0.1 $336k 997.00 336.81
Home BancShares (HOMB) 0.1 $336k 12k 28.46
WESCO International (WCC) 0.1 $335k 1.8k 185.22
Caterpillar (CAT) 0.1 $331k 852.00 388.00
Robinhood Mkts Com Cl A (HOOD) 0.1 $330k 3.5k 93.63
Ypf Sociedad Anonima Spon Adr Cl D (YPF) 0.1 $330k 11k 31.45
Ventas (VTR) 0.1 $329k 5.2k 63.16
RBC Bearings Incorporated (RBC) 0.1 $327k 849.00 384.80
Veeva Sys Cl A Com (VEEV) 0.1 $324k 1.1k 287.98
Manulife Finl Corp (MFC) 0.1 $323k 10k 31.96
RPM International (RPM) 0.1 $322k 2.9k 109.84
ResMed (RMD) 0.1 $321k 1.2k 258.09
Dex (DXCM) 0.1 $321k 3.7k 87.29
Snowflake Cl A (SNOW) 0.1 $320k 1.4k 223.77
PPG Industries (PPG) 0.1 $319k 2.8k 113.77
Harmony Gold Mining Sponsored Adr (HMY) 0.1 $318k 23k 13.97
Brookfield Infrastructure Com Sub Vtg A (BIPC) 0.1 $315k 7.6k 41.60
Arista Networks Com Shs (ANET) 0.1 $315k 3.1k 102.31
Kla Corp Com New (KLAC) 0.1 $314k 351.00 894.55
Palo Alto Networks (PANW) 0.1 $313k 1.5k 204.66
Carnival Corp Unit 99/99/9999 (CCL) 0.1 $312k 11k 28.12
Autodesk (ADSK) 0.1 $312k 1.0k 309.57
Vertiv Holdings Com Cl A (VRT) 0.1 $310k 2.4k 128.39
PriceSmart (PSMT) 0.1 $309k 2.9k 105.05
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.1 $307k 5.2k 58.59
Baxter International (BAX) 0.1 $306k 10k 30.28
First Ctzns Bancshares Inc N Cl A (FCNCA) 0.1 $305k 156.00 1957.40
Jabil Circuit (JBL) 0.1 $303k 1.4k 218.11
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $302k 3.3k 91.98
Littelfuse (LFUS) 0.1 $302k 1.3k 226.77
Nexstar Media Group Common Stock (NXST) 0.1 $301k 1.7k 172.97
Pampa Energia S A Spons Adr Lvl I (PAM) 0.1 $301k 4.3k 69.38
Boston Scientific Corporation (BSX) 0.1 $300k 2.8k 107.41
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $300k 3.3k 90.98
Cabot Corporation (CBT) 0.1 $299k 4.0k 75.00
Consolidated Edison (ED) 0.1 $298k 3.0k 100.33
CRA International (CRAI) 0.1 $297k 1.6k 187.37
Federal Agric Mtg Corp CL C (AGM) 0.1 $297k 1.5k 194.33
Up Fintech Hldg Sponsored Ads (TIGR) 0.1 $296k 31k 9.65
Hdfc Bank Sponsored Ads (HDB) 0.1 $295k 3.8k 76.67
Cohen & Steers (CNS) 0.1 $294k 3.9k 75.34
Tetra Tech (TTEK) 0.1 $293k 8.2k 35.96
Reinsurance Grp Of America I Com New (RGA) 0.1 $291k 1.5k 198.41
T. Rowe Price (TROW) 0.1 $288k 3.0k 96.49
Clear Secure Com Cl A (YOU) 0.1 $288k 10k 27.76
Kraft Heinz (KHC) 0.1 $287k 11k 25.82
Lauder Estee Cos Cl A (EL) 0.1 $286k 3.5k 80.81
Tenet Healthcare Corp Com New (THC) 0.1 $283k 1.6k 176.00
Firstservice Corp (FSV) 0.1 $281k 1.6k 174.65
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $281k 8.1k 34.48
Perrigo SHS (PRGO) 0.1 $280k 11k 26.72
Patrick Industries (PATK) 0.1 $280k 3.0k 92.28
Cigna Corp (CI) 0.1 $278k 842.00 330.47
Cabot Oil & Gas Corporation (CTRA) 0.1 $278k 11k 25.38
CarMax (KMX) 0.1 $277k 4.1k 67.21
Matador Resources (MTDR) 0.1 $275k 5.8k 47.72
General Motors Company (GM) 0.1 $275k 5.6k 49.21
CBOE Holdings (CBOE) 0.1 $274k 1.2k 233.31
United Rentals (URI) 0.1 $274k 364.00 753.59
Johnson Ctls Intl SHS (JCI) 0.1 $273k 2.6k 105.61
Zimmer Holdings (ZBH) 0.1 $271k 3.0k 91.22
Sanofi Sponsored Adr (SNY) 0.1 $271k 5.6k 48.31
Check Point Software Tech Lt Ord (CHKP) 0.1 $271k 1.2k 221.25
Landstar System (LSTR) 0.1 $271k 1.9k 139.04
Comfort Systems USA (FIX) 0.0 $270k 504.00 536.11
MetLife (MET) 0.0 $269k 3.3k 80.42
Technipfmc (FTI) 0.0 $268k 7.8k 34.44
Concentrix Corp (CNXC) 0.0 $268k 5.1k 52.85
Dover Corporation (DOV) 0.0 $267k 1.5k 183.28
Hexcel Corporation (HXL) 0.0 $267k 4.7k 56.49
Wheaton Precious Metals Corp (WPM) 0.0 $266k 3.0k 89.80
Chemed Corp Com Stk (CHE) 0.0 $265k 544.00 487.11
UMH Properties (UMH) 0.0 $264k 16k 16.79
NetApp (NTAP) 0.0 $263k 2.5k 106.57
Intercontinental Exchange (ICE) 0.0 $263k 1.4k 183.44
Universal Display Corporation (OLED) 0.0 $262k 1.7k 154.42
Life Time Group Holdings Common Stock (LTH) 0.0 $262k 8.6k 30.33
Cullen/Frost Bankers (CFR) 0.0 $262k 2.0k 128.53
UniFirst Corporation (UNF) 0.0 $261k 1.4k 188.20
Marriott Intl Cl A (MAR) 0.0 $258k 945.00 273.21
International Flavors & Fragrances (IFF) 0.0 $258k 3.5k 73.56
Kt Corp Sponsored Adr (KT) 0.0 $257k 12k 20.78
Novartis Sponsored Adr (NVS) 0.0 $257k 2.1k 121.00
Aercap Holdings Nv SHS (AER) 0.0 $255k 2.2k 117.00
Darden Restaurants (DRI) 0.0 $254k 1.2k 218.02
Biogen Idec (BIIB) 0.0 $253k 2.0k 125.59
Gates Indl Corp Ord Shs (GTES) 0.0 $253k 11k 23.03
Crane Holdings (CXT) 0.0 $252k 4.7k 53.90
Totalenergies Se Sponsored Ads 0.0 $252k 4.1k 61.39
Msa Safety Inc equity (MSA) 0.0 $251k 1.5k 167.56
Paypal Holdings (PYPL) 0.0 $251k 3.4k 74.32
American Water Works (AWK) 0.0 $250k 1.8k 139.14
Terreno Realty Corporation (TRNO) 0.0 $249k 4.4k 56.07
Sensata Technologies Hldg Pl SHS (ST) 0.0 $246k 8.2k 30.11
O'reilly Automotive (ORLY) 0.0 $246k 2.7k 90.13
Apollo Global Mgmt (APO) 0.0 $245k 1.7k 141.90
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $245k 16k 15.11
Huntington Ingalls Inds (HII) 0.0 $245k 1.0k 241.46
Allstate Corporation (ALL) 0.0 $243k 1.2k 201.31
Lakeland Financial Corporation (LKFN) 0.0 $243k 3.9k 61.45
Ishares Tr Broad Usd High (USHY) 0.0 $242k 6.4k 37.51
Fox Corp Cl A Com (FOXA) 0.0 $242k 4.3k 56.05
Chesapeake Utilities Corporation (CPK) 0.0 $242k 2.0k 120.22
Twilio Cl A (TWLO) 0.0 $241k 1.9k 124.36
Micron Technology (MU) 0.0 $241k 2.0k 123.25
ACADIA Pharmaceuticals (ACAD) 0.0 $241k 11k 21.57
Murphy Usa (MUSA) 0.0 $240k 590.00 407.05
UFP Technologies (UFPT) 0.0 $239k 980.00 244.16
Iron Mountain (IRM) 0.0 $239k 2.3k 102.56
Vnet Group Sponsored Ads A (VNET) 0.0 $238k 35k 6.90
Public Storage (PSA) 0.0 $237k 809.00 293.51
Republic Services (RSG) 0.0 $237k 962.00 246.55
CSX Corporation (CSX) 0.0 $236k 7.2k 32.63
Godaddy Cl A (GDDY) 0.0 $236k 1.3k 180.06
Power Integrations (POWI) 0.0 $235k 4.2k 55.90
Everest Re Group (EG) 0.0 $235k 690.00 339.85
Affirm Hldgs Com Cl A (AFRM) 0.0 $234k 3.4k 69.14
Cyberark Software SHS (CYBR) 0.0 $234k 576.00 406.88
Emcor (EME) 0.0 $234k 437.00 535.13
Hilton Worldwide Holdings (HLT) 0.0 $232k 872.00 266.36
Acuity Brands (AYI) 0.0 $232k 777.00 298.41
Ascendis Pharma A/s Sponsored Adr (ASND) 0.0 $231k 1.3k 172.60
Napco Security Systems (NSSC) 0.0 $231k 7.8k 29.69
Api Group Corp Com Stk (APG) 0.0 $231k 4.5k 51.05
Kinder Morgan (KMI) 0.0 $231k 7.8k 29.40
Carvana Cl A (CVNA) 0.0 $231k 684.00 336.96
DTE Energy Company (DTE) 0.0 $230k 1.7k 132.49
Moderna (MRNA) 0.0 $230k 8.3k 27.59
Generac Holdings (GNRC) 0.0 $229k 1.6k 143.19
Snap-on Incorporated (SNA) 0.0 $227k 730.00 311.29
British Amern Tob Sponsored Adr (BTI) 0.0 $227k 4.8k 47.33
Northern Oil And Gas Inc Mn (NOG) 0.0 $226k 8.0k 28.35
Lockheed Martin Corporation (LMT) 0.0 $226k 488.00 463.43
OSI Systems (OSIS) 0.0 $226k 1.0k 224.86
Fair Isaac Corporation (FICO) 0.0 $225k 123.00 1827.96
Utz Brands Com Cl A (UTZ) 0.0 $223k 18k 12.55
Lpl Financial Holdings (LPLA) 0.0 $222k 593.00 374.71
Digital Realty Trust (DLR) 0.0 $222k 1.3k 174.30
Howmet Aerospace (HWM) 0.0 $222k 1.2k 186.15
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $221k 26k 8.48
Monolithic Power Systems (MPWR) 0.0 $220k 301.00 731.44
Portland Gen Elec Com New (POR) 0.0 $220k 5.4k 40.63
AES Corporation (AES) 0.0 $219k 21k 10.52
Kulicke and Soffa Industries (KLIC) 0.0 $218k 6.3k 34.60
Ufp Industries (UFPI) 0.0 $218k 2.2k 99.38
Freeport-mcmoran CL B (FCX) 0.0 $218k 5.0k 43.35
Broadridge Financial Solutions (BR) 0.0 $217k 893.00 242.97
Piper Jaffray Companies (PIPR) 0.0 $217k 780.00 277.81
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $216k 7.4k 29.21
Nokia Corp Sponsored Adr (NOK) 0.0 $216k 42k 5.18
Tapestry (TPR) 0.0 $216k 2.5k 87.81
Cognex Corporation (CGNX) 0.0 $216k 6.8k 31.72
Monster Beverage Corp (MNST) 0.0 $215k 3.4k 62.64
Brown Forman Corp CL B (BF.B) 0.0 $215k 8.0k 26.91
Otis Worldwide Corp (OTIS) 0.0 $214k 2.2k 99.04
Colgate-Palmolive Company (CL) 0.0 $212k 2.3k 90.90
United Parcel Service CL B (UPS) 0.0 $212k 2.1k 100.93
Cameco Corporation (CCJ) 0.0 $212k 2.9k 74.24
Fiserv (FI) 0.0 $210k 1.2k 172.41
Brunswick Corporation (BC) 0.0 $210k 3.8k 55.24
Shoe Carnival (SCVL) 0.0 $209k 11k 18.71
Materion Corporation (MTRN) 0.0 $209k 2.6k 79.38
D.R. Horton (DHI) 0.0 $209k 1.6k 128.90
Avista Corporation (AVA) 0.0 $208k 5.5k 37.95
Citizens Financial (CFG) 0.0 $205k 4.6k 44.75
Futu Hldgs Spon Ads Cl A (FUTU) 0.0 $205k 1.7k 123.61
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.0 $204k 8.5k 23.98
Raymond James Financial (RJF) 0.0 $203k 1.3k 153.34
John Bean Technologies Corporation (JBTM) 0.0 $203k 1.7k 120.23
Installed Bldg Prods (IBP) 0.0 $202k 1.1k 180.32
Fabrinet SHS (FN) 0.0 $201k 682.00 294.68
Aegon Amer Reg 1 Cert (AEG) 0.0 $186k 26k 7.24
Haleon Spon Ads (HLN) 0.0 $184k 18k 10.37
Pearson Sponsored Adr (PSO) 0.0 $156k 11k 14.93
WisdomTree Investments (WT) 0.0 $155k 13k 11.51
Liberty Energy Com Cl A (LBRT) 0.0 $154k 13k 11.48
Ford Motor Company (F) 0.0 $146k 13k 10.85
Kingsoft Cloud Hldgs Ads (KC) 0.0 $137k 11k 12.52
Atlas Energy Solutions Com New (AESI) 0.0 $134k 10k 13.37
Banco Santander Adr (SAN) 0.0 $131k 16k 8.30
V.F. Corporation (VFC) 0.0 $118k 10k 11.75
Viatris (VTRS) 0.0 $116k 13k 8.93
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $92k 22k 4.25