Personal Cfo Solutions

Personal Cfo Solutions as of March 31, 2026

Portfolio Holdings for Personal Cfo Solutions

Personal Cfo Solutions holds 520 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Chubb (CB) 8.8 $63M 192k 326.90
Apple (AAPL) 4.9 $35M 138k 253.79
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 3.8 $27M 594k 46.13
Innovator Etfs Trust Defined Wlt Shld (BALT) 2.6 $18M 550k 33.47
Alphabet Cap Stk Cl A (GOOGL) 2.3 $16M 57k 287.56
Innovator Etfs Trust Intl Developed P (IFEB) 2.3 $16M 541k 29.81
NVIDIA Corporation (NVDA) 2.2 $16M 89k 174.41
Ishares Tr Trust Ishare 0-1 (SHV) 2.0 $14M 128k 110.39
Microsoft Corporation (MSFT) 1.8 $13M 35k 370.17
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 1.8 $13M 235k 53.33
Amazon (AMZN) 1.7 $12M 59k 208.27
Thornburg Etf Tr Multi Sector Bd (TMB) 1.6 $11M 445k 25.51
Itt (ITT) 1.6 $11M 59k 190.92
Alphabet Cap Stk Cl C (GOOG) 1.5 $11M 38k 286.86
Innovator Etfs Trust Us Sm Cap Buffer (KFEB) 1.2 $8.5M 302k 28.09
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA) 1.2 $8.4M 270k 31.28
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 1.2 $8.4M 157k 53.37
Ishares Tr Msci Intl Qualty (IQLT) 1.0 $7.3M 157k 46.23
Ishares Tr Eafe Grwth Etf (EFG) 0.9 $6.1M 55k 111.37
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.8 $6.0M 9.2k 652.14
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.8 $5.8M 17k 338.90
Broadcom (AVGO) 0.8 $5.5M 18k 309.51
Spdr Gold Tr Gold Shs (GLD) 0.8 $5.4M 13k 430.30
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $5.2M 171k 30.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $5.1M 11k 479.20
Chevron Corporation (CVX) 0.7 $5.0M 24k 206.90
Exxon Mobil Corporation (XOM) 0.6 $4.6M 27k 169.66
Tesla Motors (TSLA) 0.6 $4.5M 12k 371.74
Meta Platforms Cl A (META) 0.6 $4.2M 7.4k 572.14
Eli Lilly & Co. (LLY) 0.6 $4.1M 4.5k 919.77
Linde SHS (LIN) 0.6 $4.1M 8.3k 495.77
Visa Com Cl A (V) 0.5 $3.7M 12k 302.23
Boeing Company (BA) 0.5 $3.6M 18k 199.03
Mastercard Incorporated Cl A (MA) 0.5 $3.4M 6.8k 499.69
Verizon Communications (VZ) 0.5 $3.4M 67k 50.20
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.5 $3.4M 42k 79.56
Johnson & Johnson (JNJ) 0.5 $3.3M 13k 244.45
American Express Company (AXP) 0.5 $3.2M 11k 302.47
Raytheon Technologies Corp (RTX) 0.4 $3.1M 16k 192.90
JPMorgan Chase & Co. (JPM) 0.4 $2.9M 9.9k 294.17
Merck & Co (MRK) 0.4 $2.9M 24k 121.15
Netflix (NFLX) 0.4 $2.6M 27k 96.15
Oracle Corporation (ORCL) 0.4 $2.6M 18k 147.11
Philip Morris International (PM) 0.4 $2.5M 15k 166.81
Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 0.4 $2.5M 74k 33.93
At&t (T) 0.3 $2.5M 86k 28.99
Altria (MO) 0.3 $2.4M 36k 67.05
Select Sector Spdr Tr State Street Ene (XLE) 0.3 $2.4M 39k 61.26
McKesson Corporation (MCK) 0.3 $2.3M 2.7k 866.25
Cbre Group Cl A (CBRE) 0.3 $2.3M 17k 135.46
Asml Hldg Nv N Y Registry Shs (ASML) 0.3 $2.3M 1.7k 1321.04
Servicenow (NOW) 0.3 $2.3M 22k 104.55
Seagate Technology Hldngs Pl Ord Shs (STX) 0.3 $2.1M 5.4k 392.48
Shopify Cl A Sub Vtg Shs (SHOP) 0.3 $2.1M 18k 118.62
General Dynamics Corporation (GD) 0.3 $2.1M 6.1k 343.19
Ge Aerospace Com New (GE) 0.3 $2.1M 7.3k 284.23
Astrazeneca Ord (AZN) 0.3 $2.1M 11k 197.23
Aon Shs Cl A (AON) 0.3 $2.0M 6.3k 322.78
Accenture Plc Ireland Shs Class A (ACN) 0.3 $2.0M 10k 198.28
Goldman Sachs (GS) 0.3 $2.0M 2.4k 846.13
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $2.0M 18k 113.11
Wal-Mart Stores (WMT) 0.3 $2.0M 16k 124.53
Coca-Cola Company (KO) 0.3 $2.0M 26k 76.58
Pfizer (PFE) 0.3 $1.9M 68k 28.08
Novartis Sponsored Adr (NVS) 0.3 $1.8M 12k 152.75
Bank of America Corporation (BAC) 0.3 $1.8M 37k 48.75
International Business Machines (IBM) 0.3 $1.8M 7.4k 242.39
Palantir Technologies Cl A (PLTR) 0.2 $1.7M 12k 146.28
Sea Sponsord Ads (SE) 0.2 $1.6M 20k 82.81
First Tr Exchange-traded Cloud Computing (SKYY) 0.2 $1.6M 15k 109.36
Citigroup Com New (C) 0.2 $1.6M 14k 113.41
W.R. Berkley Corporation (WRB) 0.2 $1.6M 24k 66.28
Medtronic SHS (MDT) 0.2 $1.5M 18k 87.37
Lam Research Corp Com New (LRCX) 0.2 $1.5M 7.2k 213.93
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $1.5M 80k 19.30
Costco Wholesale Corporation (COST) 0.2 $1.5M 1.5k 996.59
Cisco Systems (CSCO) 0.2 $1.5M 20k 77.59
UnitedHealth (UNH) 0.2 $1.5M 5.6k 270.58
Yum! Brands (YUM) 0.2 $1.5M 9.6k 155.48
Marathon Petroleum Corp (MPC) 0.2 $1.5M 6.0k 244.19
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $1.5M 7.7k 191.80
Valero Energy Corporation (VLO) 0.2 $1.4M 5.8k 247.10
Spdr Series Trust State Street Spd (JNK) 0.2 $1.4M 15k 95.72
Comcast Corp Cl A (CMCSA) 0.2 $1.4M 49k 28.71
CoStar (CSGP) 0.2 $1.4M 35k 40.34
Carrier Global Corporation (CARR) 0.2 $1.4M 25k 56.31
TJX Companies (TJX) 0.2 $1.4M 8.7k 159.69
ConocoPhillips (COP) 0.2 $1.4M 10k 132.00
Intuit (INTU) 0.2 $1.3M 3.1k 432.44
Southern Company (SO) 0.2 $1.3M 14k 96.52
Uber Technologies (UBER) 0.2 $1.3M 19k 71.93
Corteva (CTVA) 0.2 $1.3M 16k 83.71
Western Digital (WDC) 0.2 $1.3M 4.9k 270.50
Regeneron Pharmaceuticals (REGN) 0.2 $1.3M 1.7k 772.75
Applied Materials (AMAT) 0.2 $1.3M 3.8k 341.80
Dominion Resources (D) 0.2 $1.3M 21k 61.82
Corning Incorporated (GLW) 0.2 $1.3M 9.5k 135.97
Ge Vernova (GEV) 0.2 $1.3M 1.5k 872.98
Abbvie (ABBV) 0.2 $1.3M 5.9k 217.48
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.3M 5.9k 213.66
Wells Fargo & Company (WFC) 0.2 $1.3M 16k 79.61
Procter & Gamble Company (PG) 0.2 $1.3M 8.7k 144.44
Qualcomm (QCOM) 0.2 $1.2M 9.6k 128.78
Canadian Pacific Kansas City (CP) 0.2 $1.2M 16k 78.83
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $1.2M 5.8k 211.16
Home Depot (HD) 0.2 $1.2M 3.6k 328.89
Bristol Myers Squibb (BMY) 0.2 $1.2M 20k 60.65
Cardinal Health (CAH) 0.2 $1.2M 5.6k 211.31
Capital One Financial (COF) 0.2 $1.2M 6.5k 182.42
Zoetis Cl A (ZTS) 0.2 $1.2M 9.9k 118.21
Thermo Fisher Scientific (TMO) 0.2 $1.1M 2.3k 491.99
Morgan Stanley Com New (MS) 0.2 $1.1M 6.9k 164.57
Charles Schwab Corporation (SCHW) 0.2 $1.1M 12k 93.98
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.1M 2.6k 436.85
Starbucks Corporation (SBUX) 0.2 $1.1M 12k 89.59
Intuitive Surgical Com New (ISRG) 0.2 $1.1M 2.4k 460.99
British Amern Tob Sponsored Adr (BTI) 0.2 $1.1M 18k 59.31
Rb Global (RBA) 0.2 $1.1M 11k 95.85
Allstate Corporation (ALL) 0.1 $1.1M 5.1k 208.42
Nextera Energy (NEE) 0.1 $1.1M 12k 92.88
Synopsys (SNPS) 0.1 $1.1M 2.7k 396.48
CF Industries Holdings (CF) 0.1 $1.1M 8.2k 129.84
Walt Disney Company (DIS) 0.1 $1.0M 11k 96.38
Spotify Technology S A SHS (SPOT) 0.1 $1.0M 2.1k 484.95
Lowe's Companies (LOW) 0.1 $1.0M 4.3k 236.30
Amgen (AMGN) 0.1 $997k 2.8k 351.90
Norfolk Southern (NSC) 0.1 $996k 3.5k 286.96
Us Bancorp Com New (USB) 0.1 $989k 19k 52.53
Welltower Inc Com reit (WELL) 0.1 $987k 5.0k 197.73
Arch Cap Group Ord (ACGL) 0.1 $983k 10k 95.99
Applovin Corp Com Cl A (APP) 0.1 $979k 2.5k 397.92
Air Products & Chemicals (APD) 0.1 $963k 3.3k 290.47
IDEXX Laboratories (IDXX) 0.1 $962k 1.7k 561.89
Metropcs Communications (TMUS) 0.1 $960k 4.6k 210.04
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.1 $948k 32k 30.12
Msci (MSCI) 0.1 $940k 1.7k 538.86
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $928k 6.3k 146.61
NetApp (NTAP) 0.1 $918k 9.0k 102.39
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.1 $910k 54k 16.97
McDonald's Corporation (MCD) 0.1 $907k 2.9k 310.75
Comfort Systems USA (FIX) 0.1 $901k 653.00 1379.15
Ameriprise Financial (AMP) 0.1 $899k 2.0k 444.32
Warner Bros Discovery Com Ser A (WBD) 0.1 $895k 33k 27.46
Cigna Corp (CI) 0.1 $880k 3.3k 266.77
Parker-Hannifin Corporation (PH) 0.1 $878k 980.00 895.54
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $864k 6.5k 132.89
Amphenol Corp Cl A (APH) 0.1 $862k 6.8k 126.60
Advanced Micro Devices (AMD) 0.1 $860k 4.2k 203.45
GSK Sponsored Adr (GSK) 0.1 $856k 15k 55.49
Kraft Heinz (KHC) 0.1 $852k 38k 22.49
Best Buy (BBY) 0.1 $851k 13k 65.16
Icici Bank Adr (IBN) 0.1 $845k 33k 25.90
Expedia Group Com New (EXPE) 0.1 $829k 3.6k 230.89
Intel Corporation (INTC) 0.1 $821k 19k 44.13
Ishares Tr Russell 2000 Etf (IWM) 0.1 $821k 3.3k 248.01
Eaton Corp SHS (ETN) 0.1 $815k 2.3k 357.71
Danaher Corporation (DHR) 0.1 $812k 4.3k 189.98
Sap Se Spon Adr (SAP) 0.1 $808k 4.7k 171.22
Select Sector Spdr Tr State Street Con (XLP) 0.1 $807k 9.8k 81.98
Blackrock (BLK) 0.1 $793k 825.00 961.44
Select Sector Spdr Tr State Street Uti (XLU) 0.1 $792k 17k 45.89
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $790k 11k 75.10
Select Sector Spdr Tr State Street Mat (XLB) 0.1 $788k 16k 49.97
CVS Caremark Corporation (CVS) 0.1 $787k 11k 71.82
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $786k 4.9k 161.74
Ferguson Enterprises Common Stock New (FERG) 0.1 $767k 3.3k 234.19
Select Sector Spdr Tr State Street Rea (XLRE) 0.1 $765k 19k 40.83
Curtiss-Wright (CW) 0.1 $763k 1.1k 681.63
Deere & Company (DE) 0.1 $760k 1.3k 564.75
Ubs Group SHS (UBS) 0.1 $751k 19k 39.07
Canadian Natural Resources (CNQ) 0.1 $748k 15k 49.18
Northrop Grumman Corporation (NOC) 0.1 $743k 1.1k 682.55
Select Sector Spdr Tr State Street Com (XLC) 0.1 $737k 6.7k 110.86
Texas Instruments Incorporated (TXN) 0.1 $733k 3.8k 194.17
salesforce (CRM) 0.1 $728k 3.9k 186.67
Caterpillar (CAT) 0.1 $726k 1.0k 708.15
Constellation Energy (CEG) 0.1 $723k 2.6k 279.26
Hca Holdings (HCA) 0.1 $719k 1.5k 473.10
Incyte Corporation (INCY) 0.1 $718k 7.6k 94.12
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $717k 3.7k 191.94
Kla Corp Com New (KLAC) 0.1 $715k 486.00 1471.21
Enterprise Products Partners (EPD) 0.1 $713k 19k 37.84
Union Pacific Corporation (UNP) 0.1 $708k 2.9k 242.62
Analog Devices (ADI) 0.1 $708k 2.2k 318.11
Micron Technology (MU) 0.1 $706k 2.1k 337.92
Crowdstrike Hldgs Cl A (CRWD) 0.1 $706k 1.8k 390.40
Honeywell International (HON) 0.1 $697k 3.1k 226.02
D.R. Horton (DHI) 0.1 $697k 5.1k 137.23
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $694k 1.6k 446.54
Ishares Tr Msci Eafe Etf (EFA) 0.1 $686k 7.1k 97.13
Duke Energy Corp Com New (DUK) 0.1 $684k 5.2k 130.94
Phillips 66 (PSX) 0.1 $683k 3.7k 182.18
Novo-nordisk A S Adr (NVO) 0.1 $679k 18k 37.97
Nu Hldgs Ord Shs Cl A (NU) 0.1 $676k 47k 14.37
Charter Communications Cl A (CHTR) 0.1 $674k 3.1k 215.88
L3harris Technologies (LHX) 0.1 $674k 2.0k 345.10
Public Service Enterprise (PEG) 0.1 $673k 8.3k 80.95
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $670k 31k 21.66
Moody's Corporation (MCO) 0.1 $664k 1.5k 436.12
Barclays Adr (BCS) 0.1 $663k 31k 21.16
Atmos Energy Corporation (ATO) 0.1 $659k 3.6k 184.71
Gilead Sciences (GILD) 0.1 $658k 4.7k 139.36
Prologis (PLD) 0.1 $656k 5.0k 132.17
Sony Group Corp Sponsored Adr (SONY) 0.1 $654k 32k 20.70
Emcor (EME) 0.1 $643k 870.00 738.57
Encompass Health Corp (EHC) 0.1 $638k 6.6k 96.72
Pepsi (PEP) 0.1 $633k 4.1k 155.27
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $617k 11k 56.68
Ishares Gold Tr Ishares New (IAU) 0.1 $617k 7.0k 88.16
Progressive Corporation (PGR) 0.1 $616k 3.1k 198.27
Nike CL B (NKE) 0.1 $612k 12k 53.28
Host Hotels & Resorts (HST) 0.1 $608k 31k 19.36
Campbell Soup Company (CPB) 0.1 $608k 27k 22.27
Standex Int'l (SXI) 0.1 $606k 2.4k 254.91
Hp (HPQ) 0.1 $606k 31k 19.51
Quest Diagnostics Incorporated (DGX) 0.1 $605k 3.1k 196.00
Ecolab (ECL) 0.1 $605k 2.3k 266.77
Lloyds Banking Group Sponsored Adr (LYG) 0.1 $599k 119k 5.03
Embraer Sponsored Ads (EMBJ) 0.1 $596k 10k 59.34
Liberty Energy Com Cl A (LBRT) 0.1 $596k 21k 28.80
Alexandria Real Estate Equities (ARE) 0.1 $596k 13k 47.14
Akamai Technologies (AKAM) 0.1 $585k 5.1k 114.85
Waste Connections (WCN) 0.1 $581k 3.6k 162.45
Newmont Mining Corporation (NEM) 0.1 $577k 5.3k 108.24
American Electric Power Company (AEP) 0.1 $567k 4.3k 131.09
Xcel Energy (XEL) 0.1 $567k 7.1k 80.03
Motorola Solutions Com New (MSI) 0.1 $566k 1.3k 435.15
Skyworks Solutions (SWKS) 0.1 $565k 11k 53.55
Adobe Systems Incorporated (ADBE) 0.1 $564k 2.3k 243.08
Bank of New York Mellon Corporation (BK) 0.1 $554k 4.7k 118.62
Tapestry (TPR) 0.1 $553k 3.9k 141.10
Shell Spon Ads (SHEL) 0.1 $552k 5.9k 93.00
Freeport Mcmoran CL B (FCX) 0.1 $548k 9.3k 58.78
Abbott Laboratories (ABT) 0.1 $547k 5.3k 102.67
PNC Financial Services (PNC) 0.1 $547k 2.6k 208.10
Arthur J. Gallagher & Co. (AJG) 0.1 $544k 2.5k 216.61
General Mills (GIS) 0.1 $540k 15k 37.22
Ensign (ENSG) 0.1 $539k 2.7k 201.59
Airbnb Com Cl A (ABNB) 0.1 $539k 4.3k 126.28
Aptiv Ordinary Shares 0.1 $537k 7.7k 69.44
Centene Corporation (CNC) 0.1 $534k 16k 32.74
Ishares Tr Eafe Value Etf (EFV) 0.1 $533k 7.2k 74.35
Cme (CME) 0.1 $532k 1.8k 295.39
Travelers Companies (TRV) 0.1 $532k 1.8k 291.75
Aercap Holdings Nv SHS (AER) 0.1 $523k 3.8k 137.17
Monster Beverage Corp (MNST) 0.1 $521k 7.2k 72.46
Gold Fields Sponsored Adr (GFI) 0.1 $518k 11k 45.40
PPL Corporation (PPL) 0.1 $516k 13k 38.48
Voya Financial (VOYA) 0.1 $512k 7.5k 68.32
U.S. Physical Therapy (USPH) 0.1 $509k 6.8k 75.37
Martin Marietta Materials (MLM) 0.1 $506k 859.00 588.80
Compania De Minas Buenaventu Sponsored Adr (BVN) 0.1 $505k 14k 36.04
Xylem (XYL) 0.1 $503k 4.2k 119.49
EOG Resources (EOG) 0.1 $500k 3.5k 144.59
Noble Corp Ord Shs A (NE) 0.1 $500k 10k 49.07
Valmont Industries (VMI) 0.1 $498k 1.2k 400.24
FedEx Corporation (FDX) 0.1 $494k 1.4k 357.53
Enbridge (ENB) 0.1 $493k 9.1k 54.14
Nxp Semiconductors N V (NXPI) 0.1 $493k 2.5k 197.89
Vertiv Holdings Com Cl A (VRT) 0.1 $485k 1.9k 250.55
First Ctzns Bancshares Inc D Cl A (FCNCA) 0.1 $477k 253.00 1885.98
Hilton Worldwide Holdings (HLT) 0.1 $475k 1.6k 304.09
Johnson Controls Internation SHS (JCI) 0.1 $474k 3.6k 131.34
Target Corporation (TGT) 0.1 $465k 3.8k 121.19
Sanofi Sa Sponsored Adr (SNY) 0.1 $461k 9.6k 48.18
Ishares Core Msci Emkt (IEMG) 0.1 $461k 6.6k 69.75
Waste Management (WM) 0.1 $458k 2.0k 229.76
Teledyne Technologies Incorporated (TDY) 0.1 $449k 742.00 605.34
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $444k 5.1k 86.69
Jabil Circuit (JBL) 0.1 $440k 1.7k 265.66
Cloudflare Cl A Com (NET) 0.1 $439k 2.1k 206.34
Ventas (VTR) 0.1 $438k 5.3k 82.30
Hasbro (HAS) 0.1 $433k 4.6k 93.60
Biogen Idec (BIIB) 0.1 $433k 2.4k 183.33
3M Company (MMM) 0.1 $432k 3.0k 145.23
OSI Systems (OSIS) 0.1 $429k 1.6k 265.51
American Intl Group Com New (AIG) 0.1 $428k 5.7k 75.25
Piper Sandler Companies Com New (PIPR) 0.1 $428k 5.6k 76.54
Dupont De Nemours (DD) 0.1 $425k 9.3k 45.79
RBC Bearings Incorporated (RBC) 0.1 $419k 771.00 543.12
Marsh & McLennan Companies (MRSH) 0.1 $417k 2.4k 173.46
Mondelez Intl Cl A (MDLZ) 0.1 $416k 7.2k 58.14
WisdomTree Investments (WT) 0.1 $414k 28k 14.56
PriceSmart (PSMT) 0.1 $414k 2.7k 150.48
Consolidated Edison (ED) 0.1 $413k 3.7k 113.17
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $413k 3.3k 125.47
Ishares Tr Rus 1000 Etf (IWB) 0.1 $413k 1.2k 356.59
Victory Portfolios Ii Core Intermediat (UITB) 0.1 $413k 8.8k 47.02
Trane Technologies SHS (TT) 0.1 $412k 989.00 416.64
LeMaitre Vascular (LMAT) 0.1 $411k 3.8k 109.18
General Motors Company (GM) 0.1 $410k 5.5k 74.50
Matador Resources (MTDR) 0.1 $410k 6.5k 63.18
China Yuchai Intl (CYD) 0.1 $407k 11k 38.50
Diageo Spon Adr New (DEO) 0.1 $407k 5.5k 74.45
Littelfuse (LFUS) 0.1 $405k 1.2k 339.27
Booking Holdings (BKNG) 0.1 $404k 96.00 4210.72
Ishares Tr Tips Bd Etf (TIP) 0.1 $402k 3.6k 110.36
Clorox Company (CLX) 0.1 $400k 3.9k 103.62
BP Sponsored Adr (BP) 0.1 $400k 8.5k 47.00
WESCO International (WCC) 0.1 $396k 1.4k 273.71
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $394k 3.6k 109.09
United Parcel Svcs CL B (UPS) 0.1 $392k 4.0k 98.38
Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) 0.1 $391k 20k 19.75
Totalenergies Se Act (TTE) 0.1 $389k 4.2k 91.96
Reinsurance Group Amer Com New (RGA) 0.1 $387k 1.9k 204.13
Blackstone Group Inc Com Cl A (BX) 0.1 $387k 3.4k 114.99
Technipfmc (FTI) 0.1 $387k 5.6k 69.13
Hexcel Corporation (HXL) 0.1 $385k 4.8k 80.93
W.W. Grainger (GWW) 0.1 $384k 352.00 1091.65
Clear Secure Com Cl A (YOU) 0.1 $380k 7.8k 48.41
Harmony Gold Mng Sponsored Adr (HMY) 0.1 $378k 25k 15.37
Howmet Aerospace (HWM) 0.1 $378k 1.6k 230.47
Ryanair Holdings Sponsored Adr (RYAAY) 0.1 $376k 6.5k 57.80
Travel Leisure Ord (TNL) 0.1 $373k 5.4k 69.19
Gates Indl Corp Ord Shs (GTES) 0.1 $372k 17k 22.61
John Bean Technologies Corporation (JBTM) 0.1 $367k 2.9k 127.85
Wheaton Precious Metals Corp (WPM) 0.1 $367k 2.8k 131.21
Vistra Energy (VST) 0.1 $365k 2.4k 150.33
Te Connectivity Ord Shs (TEL) 0.1 $362k 1.7k 208.98
Marriott Intl Cl A (MAR) 0.1 $362k 1.1k 327.07
Sibanye Stillwater Sponsored Adr (SBSW) 0.1 $359k 28k 12.63
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $358k 3.6k 100.63
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.1 $357k 9.0k 39.68
American Tower Reit (AMT) 0.1 $356k 2.1k 172.60
Simon Property (SPG) 0.0 $354k 1.9k 186.53
Crane Holdings (CXT) 0.0 $351k 8.7k 40.59
Elbit Sys Ord (ESLT) 0.0 $351k 413.00 849.09
Coherent Corp (COHR) 0.0 $350k 1.5k 238.21
Portland Gen Elec Com New (POR) 0.0 $349k 6.5k 53.30
Hewlett Packard Enterprise (HPE) 0.0 $349k 15k 23.95
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $349k 6.3k 55.52
Emerson Electric (EMR) 0.0 $348k 2.7k 131.01
Telefonica Brasil Sa Sponsored Ads (VIV) 0.0 $348k 22k 15.95
Ascendis Pharma A/s Sponsored Adr (ASND) 0.0 $347k 1.5k 228.73
Api Group Corp Com Stk (APG) 0.0 $341k 8.4k 40.52
Abivax Sa Sponsored Ads (ABVX) 0.0 $337k 3.0k 111.35
Fabrinet SHS (FN) 0.0 $337k 646.00 521.52
CSX Corporation (CSX) 0.0 $337k 8.2k 41.05
Ishares Tr Expanded Tech (IGV) 0.0 $336k 4.2k 80.05
Spdr Series Trust State Street Spd (CWB) 0.0 $334k 3.6k 91.52
Cognex Corporation (CGNX) 0.0 $333k 6.8k 48.99
Fiserv (FISV) 0.0 $332k 5.9k 55.80
Nrg Energy Com New (NRG) 0.0 $331k 2.3k 146.16
Kulicke and Soffa Industries (KLIC) 0.0 $330k 5.0k 65.93
Royal Caribbean Cruises (RCL) 0.0 $330k 1.2k 276.71
Installed Bldg Prods (IBP) 0.0 $327k 1.2k 265.06
Illumina (ILMN) 0.0 $326k 2.6k 123.26
Dover Corporation (DOV) 0.0 $326k 1.6k 208.46
Avista Corporation (AVA) 0.0 $324k 8.1k 40.14
Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) 0.0 $323k 28k 11.44
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.0 $323k 5.9k 54.93
Mueller Wtr Prods Com Ser A (MWA) 0.0 $322k 12k 27.49
CBOE Holdings (CBOE) 0.0 $322k 1.1k 280.96
Williams Companies (WMB) 0.0 $321k 4.4k 72.78
Constellation Brands Cl A (STZ) 0.0 $320k 2.1k 150.02
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $319k 2.2k 142.46
Cadence Design Systems (CDNS) 0.0 $317k 1.1k 277.87
Paramount Skydance Corp Com Cl B (PSKY) 0.0 $317k 35k 9.07
Southwest Airlines (LUV) 0.0 $317k 8.4k 37.75
UFP Technologies (UFPT) 0.0 $316k 1.6k 193.60
Sba Communications Corp Cl A (SBAC) 0.0 $315k 1.8k 172.11
Acuity Brands (AYI) 0.0 $314k 1.1k 280.33
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $313k 2.9k 108.99
Vnet Group Sponsored Ads A (VNET) 0.0 $312k 37k 8.39
Morningstar (MORN) 0.0 $311k 1.8k 169.02
Napco Security Systems (NSSC) 0.0 $310k 7.9k 39.54
Boston Scientific Corporation (BSX) 0.0 $310k 4.9k 62.75
Alcoa (AA) 0.0 $309k 4.7k 66.33
Becton, Dickinson and (BDX) 0.0 $309k 2.0k 157.22
Manulife Finl Corp (MFC) 0.0 $308k 8.9k 34.44
Perdoceo Ed Corp (PRDO) 0.0 $306k 8.2k 37.21
C H Robinson Worldwide In Com New (CHRW) 0.0 $306k 1.8k 166.66
ConAgra Foods (CAG) 0.0 $304k 19k 15.72
Tyson Foods Cl A (TSN) 0.0 $304k 4.7k 64.08
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.0 $301k 11k 27.40
Pulte (PHM) 0.0 $301k 2.6k 117.89
United Rentals (URI) 0.0 $300k 412.00 729.00
Zimmer Holdings (ZBH) 0.0 $300k 3.3k 90.65
Lennar Corp Cl A (LEN) 0.0 $298k 3.4k 86.85
Lockheed Martin Corporation (LMT) 0.0 $298k 492.00 604.87
Patrick Industries (PATK) 0.0 $297k 2.7k 111.06
Wyndham Hotels And Resorts (WH) 0.0 $296k 3.6k 81.23
Huntington Ingalls Inds (HII) 0.0 $295k 775.00 379.94
Home BancShares (HOMB) 0.0 $293k 11k 26.93
Spdr Index Shs Fds State Street Spd (FEZ) 0.0 $293k 4.7k 62.08
Oshkosh Corporation (OSK) 0.0 $293k 2.0k 147.21
Generac Holdings (GNRC) 0.0 $292k 1.5k 195.29
Chord Energy Corporation Com New (CHRD) 0.0 $292k 2.1k 142.17
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $292k 3.5k 82.57
Genmab A/s Sponsored Ads (GMAB) 0.0 $292k 11k 26.83
Spdr Series Trust State Street Spd (SJNK) 0.0 $291k 12k 24.98
RPM International (RPM) 0.0 $289k 2.9k 99.42
Arista Networks Com Shs (ANET) 0.0 $288k 2.3k 122.78
Tenet Healthcare Corp Com New (THC) 0.0 $288k 1.5k 188.71
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $288k 5.8k 49.89
Microchip Technology (MCHP) 0.0 $287k 4.4k 64.61
Chesapeake Energy Corp (EXE) 0.0 $287k 2.6k 109.78
Alcon Ord Shs (ALC) 0.0 $285k 3.8k 75.35
Live Oak Bancshares (LOB) 0.0 $285k 8.6k 33.07
Cameco Corporation (CCJ) 0.0 $285k 2.6k 108.61
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $284k 7.1k 40.10
Murphy Usa (MUSA) 0.0 $283k 574.00 493.59
Power Integrations (POWI) 0.0 $283k 5.5k 51.20
Korea Elec Pwr Corp Sponsored Adr (KEP) 0.0 $283k 20k 14.25
Moog Cl A (MOG.A) 0.0 $280k 957.00 292.67
Advanced Energy Industries (AEIS) 0.0 $277k 859.00 322.82
Citizens Financial (CFG) 0.0 $276k 4.6k 59.96
S&p Global (SPGI) 0.0 $276k 649.00 425.47
Vontier Corporation (VNT) 0.0 $273k 7.7k 35.47
Cullen/Frost Bankers (CFR) 0.0 $272k 2.0k 137.11
First Horizon National Corporation (FHN) 0.0 $271k 12k 22.93
Intapp (INTA) 0.0 $271k 11k 25.69
Rio Tinto Sponsored Adr (RIO) 0.0 $270k 2.8k 95.84
Aaon Com Par $0.004 (AAON) 0.0 $270k 3.3k 82.74
Colgate-Palmolive Company (CL) 0.0 $266k 3.1k 85.24
PPG Industries (PPG) 0.0 $266k 2.5k 106.90
Equifax (EFX) 0.0 $266k 1.5k 180.09
Carnival Corp Common Stock (CCL) 0.0 $265k 10k 25.88
T. Rowe Price (TROW) 0.0 $265k 2.9k 90.14
VSE Corporation (VSEC) 0.0 $264k 1.4k 184.41
Brown Forman Corp CL B (BF.B) 0.0 $264k 9.9k 26.68
Dbv Technologies S A Sponsored Ads (DBVT) 0.0 $264k 13k 20.89
Greif Cl A (GEF) 0.0 $264k 3.9k 67.64
Landstar System (LSTR) 0.0 $263k 1.6k 160.28
Ishares Tr National Mun Etf (MUB) 0.0 $263k 2.5k 106.17
Iron Mountain (IRM) 0.0 $263k 2.6k 103.01
Dex (DXCM) 0.0 $260k 4.1k 62.80
Annaly Capital Management In Com New (NLY) 0.0 $260k 12k 21.85
ResMed (RMD) 0.0 $258k 1.2k 224.54
American Water Works (AWK) 0.0 $258k 1.9k 136.07
Global X Fds Global X Uranium (URA) 0.0 $257k 5.3k 48.43
AmerisourceBergen (COR) 0.0 $254k 808.00 314.05
Equinix (EQIX) 0.0 $254k 259.00 979.53
Quaker Chemical Corporation (KWR) 0.0 $254k 2.0k 124.21
Relx Sponsored Adr (RELX) 0.0 $253k 7.6k 33.15
Republic Services (RSG) 0.0 $253k 1.2k 219.03
International Flavors & Fragrances (IFF) 0.0 $253k 3.5k 72.94
Nucor Corporation (NUE) 0.0 $252k 1.5k 169.65
Rollins (ROL) 0.0 $252k 4.7k 53.41
CarMax (KMX) 0.0 $251k 6.0k 41.58
Materion Corporation (MTRN) 0.0 $251k 1.7k 144.61
MercadoLibre (MELI) 0.0 $249k 144.00 1729.02
DTE Energy Company (DTE) 0.0 $249k 1.7k 147.40
Caretrust Reit (CTRE) 0.0 $249k 6.7k 37.04
Baxter International (BAX) 0.0 $246k 15k 16.81
Brunswick Corporation (BC) 0.0 $246k 3.4k 72.76
Diamondback Energy (FANG) 0.0 $245k 1.2k 197.79
Affirm Hldgs Com Cl A (AFRM) 0.0 $245k 5.3k 45.82
Digital Realty Trust (DLR) 0.0 $244k 1.4k 180.27
Itron (ITRI) 0.0 $244k 2.7k 89.63
Terreno Realty Corporation (TRNO) 0.0 $244k 3.9k 61.94
Lpl Financial Holdings (LPLA) 0.0 $243k 809.00 300.73
Intercontinental Exchange (ICE) 0.0 $243k 1.5k 157.31
Futu Hldgs Spon Ads Cl A (FUTU) 0.0 $243k 1.8k 136.78
Msa Safety Inc equity (MSA) 0.0 $243k 1.5k 163.92
Snowflake Com Shs (SNOW) 0.0 $242k 1.6k 150.82
Autodesk (ADSK) 0.0 $240k 1.0k 239.40
Ishares Tr Esg Msci Leadr (SUSL) 0.0 $239k 2.1k 113.60
Chesapeake Utilities Corporation (CPK) 0.0 $235k 1.9k 127.08
Chemed Corp Com Stk (CHE) 0.0 $234k 620.00 377.92
Excelerate Energy Cl A Com (EE) 0.0 $231k 6.9k 33.42
Esquire Financial Holdings (ESQ) 0.0 $230k 2.1k 107.48
Cintas Corporation (CTAS) 0.0 $229k 1.4k 169.19
Banco Santander Sa Adr (SAN) 0.0 $228k 20k 11.28
Crown Castle Intl (CCI) 0.0 $228k 2.8k 81.30
Blackrock Etf Trust Ishares Us Thema (THRO) 0.0 $228k 6.3k 36.22
Lauder Estee Cos Cl A (EL) 0.0 $227k 3.2k 71.77
Merit Medical Systems (MMSI) 0.0 $227k 3.3k 68.93
Ingersoll Rand (IR) 0.0 $226k 2.8k 80.13
Brookfield Infrastructure Com Sub Vtg A (BIPC) 0.0 $226k 5.7k 39.52
Amer Sports Com Shs (AS) 0.0 $225k 6.8k 32.92
Cohen & Steers (CNS) 0.0 $225k 3.6k 62.55
Automatic Data Processing (ADP) 0.0 $224k 1.1k 204.72
Robinhood Mkts Com Cl A (HOOD) 0.0 $222k 3.2k 69.30
Lakeland Financial Corporation (LKFN) 0.0 $222k 3.9k 57.39
Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) 0.0 $221k 31k 7.24
MetLife (MET) 0.0 $221k 3.1k 70.72
Nexstar Media Group Common Stock (NXST) 0.0 $220k 1.2k 180.84
Servisfirst Bancshares (SFBS) 0.0 $220k 3.0k 72.83
Qnity Electronics Common Stock (Q) 0.0 $219k 1.9k 115.38
Cummins (CMI) 0.0 $219k 407.00 538.14
Hamilton Lane Cl A (HLNE) 0.0 $218k 2.2k 99.92
Universal Display Corporation (OLED) 0.0 $218k 2.4k 91.65
Fortinet (FTNT) 0.0 $218k 2.7k 81.72
Illinois Tool Works (ITW) 0.0 $218k 832.00 261.97
Veon Sponsored Ads (VEON) 0.0 $217k 4.7k 46.30
Darling International (DAR) 0.0 $216k 3.5k 61.85
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $216k 2.2k 97.23
Natwest Group Spons Adr (NWG) 0.0 $216k 14k 15.42
Mccormick & Co Com Non Vtg (MKC) 0.0 $215k 4.3k 50.44
Argenx Se Sponsored Adr (ARGX) 0.0 $214k 293.00 730.25
Badger Meter (BMI) 0.0 $213k 1.4k 152.36
Coinbase Global Com Cl A (COIN) 0.0 $212k 1.2k 174.61
Perimeter Solutions Common Stock (PRM) 0.0 $211k 8.6k 24.42
Chipotle Mexican Grill (CMG) 0.0 $211k 6.6k 32.01
Universal Hlth Svcs CL B (UHS) 0.0 $210k 1.2k 178.99
AZZ Incorporated (AZZ) 0.0 $210k 1.7k 125.15
Celsius Hldgs Com New (CELH) 0.0 $209k 5.9k 35.48
Utz Brands Com Cl A (UTZ) 0.0 $208k 26k 7.92
Federal Agric Mtg Corp CL C (AGM) 0.0 $207k 1.4k 148.31
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $206k 6.2k 33.22
BioCryst Pharmaceuticals (BCRX) 0.0 $206k 22k 9.52
Equity Lifestyle Properties (ELS) 0.0 $206k 3.3k 62.96
Pegasystems (PEGA) 0.0 $206k 4.8k 42.56
Paypal Holdings (PYPL) 0.0 $206k 4.6k 45.23
Renaissance Re Holdings Ltd Cmn (RNR) 0.0 $204k 686.00 297.23
Palo Alto Networks (PANW) 0.0 $203k 1.3k 160.32
Nortonlifelock (GEN) 0.0 $203k 11k 18.83
Kinder Morgan (KMI) 0.0 $203k 6.0k 33.53
Firstservice Corp (FSV) 0.0 $201k 1.4k 139.20
Sherwin-Williams Company (SHW) 0.0 $201k 627.00 320.78
Procore Technologies (PCOR) 0.0 $201k 3.5k 57.00
Everest Re Group (EG) 0.0 $201k 615.00 326.85
Apollo Global Mgmt (APO) 0.0 $201k 1.8k 111.43
Cushman And Wakefield Common Shares (CWK) 0.0 $200k 16k 12.26
Viatris (VTRS) 0.0 $185k 14k 13.51
Adaptive Biotechnologies Cor (ADPT) 0.0 $158k 11k 13.88
Haleon Spon Ads (HLN) 0.0 $157k 16k 10.01
Pgim Global Short Duration H (GHY) 0.0 $136k 12k 11.65
Clarivate Ord Shs (CLVT) 0.0 $30k 12k 2.53