Quotient Wealth Partners

Quotient Wealth Partners as of March 31, 2025

Portfolio Holdings for Quotient Wealth Partners

Quotient Wealth Partners holds 331 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
Ishares Tr Core S&p500 Etf (IVV) 10.2 $321M 570k 561.90
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 9.3 $290M 3.6M 80.37
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 6.9 $216M 4.2M 51.07
Ishares Tr Core Us Aggbd Et (AGG) 6.4 $199M 2.0M 98.92
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL) 6.3 $196M 3.1M 63.91
Blackrock Etf Trust Ii Flexible Income (BINC) 5.3 $166M 3.2M 52.38
Ishares Tr Core Msci Eafe (IEFA) 5.0 $157M 2.1M 75.65
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.6 $145M 3.2M 45.65
Ishares Tr Mbs Etf (MBB) 4.4 $137M 1.5M 93.78
Ishares Tr Hdg Msci Eafe (HEFA) 4.4 $136M 3.8M 36.29
Ishares Core Msci Emkt (IEMG) 3.4 $105M 1.9M 53.97
Ishares Tr 0-5 Yr Tips Etf (STIP) 3.0 $94M 904k 103.47
Ishares Tr Msci Usa Min Vol (USMV) 3.0 $93M 996k 93.66
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.5 $77M 1.5M 52.37
Exxon Mobil Corporation (XOM) 2.4 $74M 622k 118.93
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.8 $56M 618k 91.03
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $56M 532k 104.57
Select Sector Spdr Tr Financial (XLF) 1.7 $55M 1.1M 49.81
Ishares Tr U.s. Tech Etf (IYW) 1.7 $53M 380k 140.44
Ishares Tr Tips Bd Etf (TIP) 1.4 $45M 401k 111.09
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $23M 462k 49.62
Ishares Tr National Mun Etf (MUB) 0.6 $20M 192k 105.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $18M 34k 513.91
Apple (AAPL) 0.5 $17M 76k 222.13
Inter Mun Bd Act Pimco Etf Tr (MUNI) 0.5 $15M 289k 51.55
Vanguard Index Fds Growth Etf (VUG) 0.5 $15M 40k 370.82
Microsoft Corporation (MSFT) 0.4 $12M 32k 375.39
Vanguard Index Fds Value Etf (VTV) 0.3 $11M 62k 172.74
NVIDIA Corporation (NVDA) 0.3 $10M 95k 108.38
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $8.8M 173k 50.85
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.3 $8.4M 194k 43.30
Ishares U S Etf Tr Blackrock Short (MEAR) 0.2 $7.8M 155k 50.24
Chevron Corporation (CVX) 0.2 $7.2M 43k 167.29
Amazon (AMZN) 0.2 $7.0M 37k 190.26
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.2 $6.5M 131k 50.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $6.3M 12k 532.56
Spdr Ser Tr Bloomberg High Y (JNK) 0.2 $6.0M 63k 95.30
Blackrock Etf Trust Ii High Yld Muni In (SHYM) 0.2 $5.9M 259k 22.67
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $5.1M 49k 103.75
Alphabet Cap Stk Cl A (GOOGL) 0.2 $5.0M 33k 154.64
Phillips 66 (PSX) 0.2 $4.9M 39k 123.48
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $4.8M 51k 92.83
Meta Platforms Cl A (META) 0.2 $4.7M 8.2k 576.37
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $4.4M 23k 190.58
ConocoPhillips (COP) 0.1 $4.3M 41k 105.02
Ishares Tr S&p 100 Etf (OEF) 0.1 $4.2M 16k 270.83
Texas Instruments Incorporated (TXN) 0.1 $4.0M 22k 179.70
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $3.7M 146k 25.04
Visa Com Cl A (V) 0.1 $3.6M 10k 350.46
Raytheon Technologies Corp (RTX) 0.1 $3.3M 25k 132.46
Ishares Tr Rus 1000 Grw Wtf (IWF) 0.1 $3.2M 8.9k 361.09
Precision Drilling Corp Com New (PDS) 0.1 $3.2M 69k 46.62
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $3.1M 31k 100.00
JPMorgan Chase & Co. (JPM) 0.1 $3.1M 13k 245.30
Goldman Sachs (GS) 0.1 $3.0M 5.5k 546.25
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $2.9M 23k 124.50
Broadcom (AVGO) 0.1 $2.8M 17k 167.43
Tesla Motors (TSLA) 0.1 $2.8M 11k 259.15
Eli Lilly & Co. (LLY) 0.1 $2.8M 3.4k 825.86
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.1 $2.7M 43k 64.16
Alphabet Cap Stk Cl C (GOOG) 0.1 $2.7M 17k 156.23
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $2.6M 18k 146.01
Mastercard Incorporated Cl A (MA) 0.1 $2.6M 4.8k 548.07
Home Depot (HD) 0.1 $2.4M 6.5k 366.51
Costco Wholesale Corporation (COST) 0.1 $2.1M 2.3k 945.78
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $2.1M 11k 186.29
Wal-Mart Stores (WMT) 0.1 $2.1M 24k 87.79
Johnson & Johnson (JNJ) 0.1 $2.1M 13k 165.84
Procter & Gamble Company (PG) 0.1 $2.1M 12k 170.41
BP Sponsored Adr (BP) 0.1 $2.0M 60k 33.79
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.9M 23k 81.73
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $1.9M 23k 82.54
Schlumberger Com Stk (SLB) 0.1 $1.9M 46k 41.80
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.8M 9.6k 188.16
Netflix (NFLX) 0.1 $1.8M 1.9k 932.31
Ishares Tr Core Total Usd (IUSB) 0.1 $1.8M 39k 46.08
Xcel Energy (XEL) 0.1 $1.8M 25k 70.79
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.1 $1.7M 43k 39.97
CoStar (CSGP) 0.1 $1.7M 22k 79.23
Ishares Emng Mkts Eqt (EMGF) 0.1 $1.7M 36k 46.78
UnitedHealth (UNH) 0.1 $1.7M 3.2k 523.71
Abbvie (ABBV) 0.1 $1.7M 7.9k 209.52
Blackrock Etf Trust Us Eqt Factor (DYNF) 0.1 $1.6M 34k 48.76
Palo Alto Networks (PANW) 0.1 $1.6M 9.6k 170.65
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.6M 5.2k 312.05
Bank of America Corporation (BAC) 0.1 $1.6M 38k 41.73
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.1 $1.6M 41k 38.97
Ab Active Etfs Tax Aware Shrt (TAFI) 0.0 $1.5M 61k 25.09
Verizon Communications (VZ) 0.0 $1.5M 33k 45.36
Intuit (INTU) 0.0 $1.5M 2.4k 614.09
Oracle Corporation (ORCL) 0.0 $1.4M 10k 139.81
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $1.4M 57k 25.22
salesforce (CRM) 0.0 $1.4M 5.1k 268.36
Lockheed Martin Corporation (LMT) 0.0 $1.4M 3.0k 446.75
Fair Isaac Corporation (FICO) 0.0 $1.3M 716.00 1844.16
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.0 $1.3M 21k 63.54
At&t (T) 0.0 $1.3M 46k 28.28
International Business Machines (IBM) 0.0 $1.2M 4.9k 248.66
Stryker Corporation (SYK) 0.0 $1.2M 3.2k 372.31
Coca-Cola Company (KO) 0.0 $1.1M 16k 71.62
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $1.1M 4.1k 274.83
Automatic Data Processing (ADP) 0.0 $1.1M 3.7k 305.57
Walt Disney Company (DIS) 0.0 $1.1M 11k 98.70
Linde SHS (LIN) 0.0 $1.1M 2.3k 465.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $1.1M 1.9k 559.52
Abbott Laboratories (ABT) 0.0 $1.0M 7.7k 132.64
General Dynamics Corporation (GD) 0.0 $1.0M 3.7k 272.54
Starbucks Corporation (SBUX) 0.0 $1.0M 10k 98.09
General Electric Com New (GE) 0.0 $998k 5.0k 200.17
Tcw Transform Etf Trust Transform System (PWRD) 0.0 $969k 14k 69.75
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $966k 3.8k 251.79
Union Pacific Corporation (UNP) 0.0 $964k 4.1k 236.27
Carrier Global Corporation (CARR) 0.0 $958k 15k 63.40
Adobe Systems Incorporated (ADBE) 0.0 $947k 2.5k 383.56
Wells Fargo & Company (WFC) 0.0 $917k 13k 71.79
Marsh & McLennan Companies (MMC) 0.0 $885k 3.6k 244.00
Metropcs Communications (TMUS) 0.0 $883k 3.3k 266.71
TJX Companies (TJX) 0.0 $882k 7.2k 121.79
Palantir Technologies Cl A (PLTR) 0.0 $882k 10k 84.40
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $869k 5.1k 170.91
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $865k 9.5k 90.67
Pepsi (PEP) 0.0 $847k 5.7k 149.94
Gilead Sciences (GILD) 0.0 $837k 7.5k 112.05
Sentinelone Cl A (S) 0.0 $818k 45k 18.18
McDonald's Corporation (MCD) 0.0 $817k 2.6k 312.41
Intuitive Surgical Com New (ISRG) 0.0 $814k 1.6k 495.27
Cisco Systems (CSCO) 0.0 $795k 13k 61.71
Caterpillar (CAT) 0.0 $795k 2.4k 329.74
Marathon Petroleum Corp (MPC) 0.0 $792k 5.4k 145.69
Waste Management (WM) 0.0 $771k 3.3k 231.54
Nike CL B (NKE) 0.0 $769k 12k 63.48
S&p Global (SPGI) 0.0 $759k 1.5k 508.07
Fiserv (FI) 0.0 $757k 3.4k 220.81
Bristol Myers Squibb (BMY) 0.0 $751k 12k 60.99
Medtronic SHS (MDT) 0.0 $746k 8.3k 89.86
Uber Technologies (UBER) 0.0 $741k 10k 72.86
Ishares Tr Eafe Value Etf (EFV) 0.0 $735k 13k 58.94
Merck & Co (MRK) 0.0 $724k 8.1k 89.76
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $721k 12k 58.35
Advanced Micro Devices (AMD) 0.0 $711k 6.9k 102.73
Philip Morris International (PM) 0.0 $705k 4.4k 158.73
Comcast Corp Cl A (CMCSA) 0.0 $698k 19k 36.90
Amgen (AMGN) 0.0 $690k 2.2k 311.55
Ishares Msci Emrg Chn (EMXC) 0.0 $683k 12k 55.09
Nextera Energy (NEE) 0.0 $680k 9.6k 70.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $675k 1.4k 469.01
Unilever Spon Adr New (UL) 0.0 $670k 11k 59.55
Capital One Financial (COF) 0.0 $668k 3.7k 179.30
Select Sector Spdr Tr Energy (XLE) 0.0 $658k 7.0k 93.44
Novo-nordisk A S Adr (NVO) 0.0 $654k 9.4k 69.44
MercadoLibre (MELI) 0.0 $653k 335.00 1950.21
American Express Company (AXP) 0.0 $640k 2.4k 269.08
Kla Corp Com New (KLAC) 0.0 $639k 940.00 679.87
Blackrock (BLK) 0.0 $638k 674.00 945.95
Otis Worldwide Corp (OTIS) 0.0 $634k 6.1k 103.20
Lowe's Companies (LOW) 0.0 $633k 2.7k 233.20
Thermo Fisher Scientific (TMO) 0.0 $619k 1.2k 497.52
Qualcomm (QCOM) 0.0 $611k 4.0k 153.60
Servicenow (NOW) 0.0 $609k 765.00 796.59
Williams Companies (WMB) 0.0 $609k 10k 59.76
Deere & Company (DE) 0.0 $606k 1.3k 469.33
O'reilly Automotive (ORLY) 0.0 $571k 399.00 1432.15
3M Company (MMM) 0.0 $569k 3.9k 146.88
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $548k 1.1k 484.82
Travelers Companies (TRV) 0.0 $548k 2.1k 264.40
Boston Scientific Corporation (BSX) 0.0 $547k 5.4k 100.88
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $542k 4.7k 116.38
American Tower Reit (AMT) 0.0 $540k 2.5k 217.56
Arthur J. Gallagher & Co. (AJG) 0.0 $533k 1.5k 345.19
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $531k 23k 22.98
CVS Caremark Corporation (CVS) 0.0 $526k 7.8k 67.75
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $524k 4.1k 128.96
Zoetis Cl A (ZTS) 0.0 $521k 3.2k 164.63
Colgate-Palmolive Company (CL) 0.0 $515k 5.5k 93.70
Amphenol Corp Cl A (APH) 0.0 $515k 7.9k 65.59
Progressive Corporation (PGR) 0.0 $510k 1.8k 283.02
Booking Holdings (BKNG) 0.0 $509k 110.00 4626.89
Kroger (KR) 0.0 $500k 7.4k 67.69
Analog Devices (ADI) 0.0 $497k 2.5k 201.67
Northrop Grumman Corporation (NOC) 0.0 $494k 965.00 511.95
PNC Financial Services (PNC) 0.0 $490k 2.8k 175.79
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $481k 4.9k 97.48
Honeywell International (HON) 0.0 $478k 2.3k 211.71
Morgan Stanley Com New (MS) 0.0 $463k 4.0k 116.68
Cme (CME) 0.0 $457k 1.7k 265.35
Vanguard World Extended Dur (EDV) 0.0 $455k 6.4k 71.11
MetLife (MET) 0.0 $451k 5.6k 80.29
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $451k 8.6k 52.52
Becton, Dickinson and (BDX) 0.0 $450k 2.0k 229.05
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $448k 8.8k 50.83
Sherwin-Williams Company (SHW) 0.0 $447k 1.3k 349.12
Axon Enterprise (AXON) 0.0 $438k 833.00 525.95
Vanguard World Mega Grwth Ind (MGK) 0.0 $433k 1.4k 308.97
Chubb (CB) 0.0 $429k 1.4k 301.99
Dominion Resources (D) 0.0 $427k 7.6k 56.07
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $426k 18k 23.16
Asml Holding N V N Y Registry Shs (ASML) 0.0 $425k 642.00 662.27
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $422k 4.7k 90.54
Consolidated Edison (ED) 0.0 $422k 3.8k 110.59
Oneok (OKE) 0.0 $420k 4.2k 99.22
Citigroup Com New (C) 0.0 $416k 5.9k 70.99
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $416k 2.4k 173.23
Crowdstrike Hldgs Cl A (CRWD) 0.0 $414k 1.2k 352.58
Marriott Intl Cl A (MAR) 0.0 $413k 1.7k 238.20
Intercontinental Exchange (ICE) 0.0 $413k 2.4k 172.50
Ishares Gold Tr Ishares New (IAU) 0.0 $412k 7.0k 58.96
Roper Industries (ROP) 0.0 $411k 697.00 589.58
Sempra Energy (SRE) 0.0 $410k 5.7k 71.36
Trane Technologies SHS (TT) 0.0 $408k 1.2k 336.91
Arista Networks Com Shs (ANET) 0.0 $408k 5.3k 77.48
C H Robinson Worldwide Com New (CHRW) 0.0 $406k 4.0k 102.39
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.0 $405k 8.5k 47.60
Duke Energy Corp Com New (DUK) 0.0 $405k 3.3k 121.97
Diageo Spon Adr New (DEO) 0.0 $405k 3.9k 104.78
Blackstone Group Inc Com Cl A (BX) 0.0 $402k 2.9k 139.79
Prologis (PLD) 0.0 $392k 3.5k 111.77
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $390k 2.7k 146.63
Lam Research Corp Com New (LRCX) 0.0 $387k 5.3k 72.70
Cintas Corporation (CTAS) 0.0 $375k 1.8k 205.49
Applied Materials (AMAT) 0.0 $372k 2.6k 145.15
Enbridge (ENB) 0.0 $369k 8.3k 44.31
Parker-Hannifin Corporation (PH) 0.0 $361k 594.00 607.85
Charles Schwab Corporation (SCHW) 0.0 $360k 4.6k 78.28
Apollo Global Mgmt (APO) 0.0 $359k 2.6k 136.93
Eaton Corp SHS (ETN) 0.0 $357k 1.3k 271.89
Welltower Inc Com reit (WELL) 0.0 $357k 2.3k 153.21
Broadridge Financial Solutions (BR) 0.0 $356k 1.5k 242.46
Nasdaq Omx (NDAQ) 0.0 $355k 4.7k 75.86
Altria (MO) 0.0 $354k 5.9k 60.02
Ge Vernova (GEV) 0.0 $352k 1.2k 305.35
Republic Services (RSG) 0.0 $351k 1.4k 242.16
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $349k 1.0k 334.48
Southern Company (SO) 0.0 $338k 3.7k 91.96
American Electric Power Company (AEP) 0.0 $337k 3.1k 109.27
American Intl Group Com New (AIG) 0.0 $337k 3.9k 86.94
Micron Technology (MU) 0.0 $337k 3.9k 86.88
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $331k 1.3k 255.53
Cadence Design Systems (CDNS) 0.0 $330k 1.3k 254.25
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $326k 4.2k 78.28
Copart (CPRT) 0.0 $326k 5.8k 56.59
AutoZone (AZO) 0.0 $323k 85.00 3801.12
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $322k 5.8k 55.45
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $322k 4.2k 76.56
Us Bancorp Del Com New (USB) 0.0 $319k 7.6k 42.22
Simon Property (SPG) 0.0 $318k 1.9k 166.05
Te Connectivity Ord Shs (TEL) 0.0 $318k 2.2k 141.29
Motorola Solutions Com New (MSI) 0.0 $317k 725.00 437.77
Illinois Tool Works (ITW) 0.0 $317k 1.3k 248.10
AvalonBay Communities (AVB) 0.0 $316k 1.5k 214.62
AFLAC Incorporated (AFL) 0.0 $315k 2.8k 111.21
Freeport-mcmoran CL B (FCX) 0.0 $313k 8.3k 37.86
Cognizant Technology Solutio Cl A (CTSH) 0.0 $313k 4.1k 76.49
Quanta Services (PWR) 0.0 $310k 1.2k 254.09
Pfizer (PFE) 0.0 $308k 12k 25.34
Intel Corporation (INTC) 0.0 $308k 14k 22.71
Astrazeneca Sponsored Adr (AZN) 0.0 $305k 4.2k 73.50
Hca Holdings (HCA) 0.0 $299k 865.00 345.45
Equifax (EFX) 0.0 $297k 1.2k 243.56
Kinder Morgan (KMI) 0.0 $295k 10k 28.53
Air Products & Chemicals (APD) 0.0 $293k 995.00 294.92
Vulcan Materials Company (VMC) 0.0 $291k 1.2k 233.32
Ecolab (ECL) 0.0 $288k 1.1k 253.52
United Sts Nat Gas Unit Par (UNG) 0.0 $287k 13k 21.61
Cigna Corp (CI) 0.0 $286k 868.00 329.03
Danaher Corporation (DHR) 0.0 $285k 1.4k 205.06
Helmerich & Payne (HP) 0.0 $281k 11k 26.12
General Motors Company (GM) 0.0 $278k 5.9k 47.03
Truist Financial Corp equities (TFC) 0.0 $277k 6.7k 41.15
Moody's Corporation (MCO) 0.0 $277k 595.00 465.32
McKesson Corporation (MCK) 0.0 $271k 403.00 672.55
FedEx Corporation (FDX) 0.0 $267k 1.1k 243.77
EOG Resources (EOG) 0.0 $267k 2.1k 128.22
Bank of New York Mellon Corporation (BK) 0.0 $266k 3.2k 83.87
Mondelez Intl Cl A (MDLZ) 0.0 $266k 3.9k 67.85
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $266k 3.5k 75.91
Public Storage (PSA) 0.0 $265k 886.00 299.29
Royal Caribbean Cruises (RCL) 0.0 $265k 1.3k 205.44
TransDigm Group Incorporated (TDG) 0.0 $262k 190.00 1381.18
Workday Cl A (WDAY) 0.0 $261k 1.1k 233.43
Prudential Financial (PRU) 0.0 $260k 2.3k 111.68
Doordash Cl A (DASH) 0.0 $259k 1.4k 182.77
Abacus Fcf Etf Tr Abacus Fcf Real (ABLD) 0.0 $259k 9.1k 28.47
Snowflake Cl A (SNOW) 0.0 $258k 1.8k 146.19
Shell Spon Ads (SHEL) 0.0 $256k 3.5k 73.27
Kkr & Co (KKR) 0.0 $254k 2.2k 115.60
Emerson Electric (EMR) 0.0 $252k 2.3k 109.64
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $250k 3.4k 73.45
Paychex (PAYX) 0.0 $250k 1.6k 154.31
DTE Energy Company (DTE) 0.0 $250k 1.8k 138.27
Paypal Holdings (PYPL) 0.0 $249k 3.8k 65.25
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $249k 2.1k 118.13
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $248k 1.5k 166.00
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $247k 2.0k 122.00
Allstate Corporation (ALL) 0.0 $244k 1.2k 207.07
Ross Stores (ROST) 0.0 $244k 1.9k 127.82
Howmet Aerospace (HWM) 0.0 $244k 1.9k 129.73
Science App Int'l (SAIC) 0.0 $243k 2.2k 112.27
Brown & Brown (BRO) 0.0 $241k 1.9k 124.40
Tractor Supply Company (TSCO) 0.0 $240k 4.4k 55.10
Fortinet (FTNT) 0.0 $239k 2.5k 96.26
Patterson-UTI Energy (PTEN) 0.0 $239k 29k 8.22
Spdr Gold Tr Gold Shs (GLD) 0.0 $239k 828.00 288.15
Fastenal Company (FAST) 0.0 $238k 3.1k 77.55
Ishares Tr TRS FLT RT BD (TFLO) 0.0 $237k 4.7k 50.66
Corteva (CTVA) 0.0 $234k 3.7k 62.93
Aon Shs Cl A (AON) 0.0 $232k 582.00 399.09
M&T Bank Corporation (MTB) 0.0 $231k 1.3k 178.82
Constellation Energy (CEG) 0.0 $228k 1.1k 201.63
Airbnb Com Cl A (ABNB) 0.0 $228k 1.9k 119.48
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $227k 10k 22.08
Oge Energy Corp (OGE) 0.0 $225k 4.9k 45.96
Ameriprise Financial (AMP) 0.0 $220k 454.00 484.11
Chipotle Mexican Grill (CMG) 0.0 $219k 4.4k 50.21
Verisk Analytics (VRSK) 0.0 $219k 735.00 297.48
Cdw (CDW) 0.0 $215k 1.3k 160.26
Equinix (EQIX) 0.0 $214k 263.00 815.35
Autodesk (ADSK) 0.0 $213k 813.00 261.80
Leidos Holdings (LDOS) 0.0 $211k 1.6k 134.94
Lululemon Athletica (LULU) 0.0 $206k 727.00 282.96
Boeing Company (BA) 0.0 $205k 1.2k 170.55
Ametek (AME) 0.0 $205k 1.2k 172.10
Ishares Tr Gnma Bond Etf (GNMA) 0.0 $204k 4.7k 43.90
Msci (MSCI) 0.0 $204k 361.00 565.50
Shopify Cl A (SHOP) 0.0 $203k 2.1k 95.49
Valero Energy Corporation (VLO) 0.0 $201k 1.5k 132.07
Haleon Spon Ads (HLN) 0.0 $192k 19k 10.29
Warner Bros Discovery Com Ser A (WBD) 0.0 $136k 13k 10.73
Ford Motor Company (F) 0.0 $136k 14k 10.03
Prairie Oper (PROP) 0.0 $73k 14k 5.35
Lithium Argentina Com Shs (LAR) 0.0 $49k 23k 2.14
Lithium Amers Corp Com Shs (LAC) 0.0 $45k 17k 2.71