Resonant Capital Advisors

Resonant Capital Advisors as of June 30, 2026

Portfolio Holdings for Resonant Capital Advisors

Resonant Capital Advisors holds 538 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 8.4 $177M 236k 748.89
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 4.5 $94M 1.8M 51.00
Ishares U S Etf Tr Shor Mat Mun Etf (MEAR) 4.3 $91M 1.8M 50.38
Etf Ser Solutions Distillate Us (DSTL) 3.3 $69M 1.1M 59.90
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 3.2 $67M 2.7M 24.66
Ishares Tr Msci Us Garp Etf (GARP) 3.1 $65M 792k 82.55
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.0 $62M 784k 79.03
Ishares Tr Core S&p Mcp Etf (IJH) 2.9 $60M 778k 77.11
Schwab Strategic Tr Fundamental Us L (FNDX) 2.1 $44M 1.4M 31.10
Ishares Tr Core Msci Eafe (IEFA) 1.9 $39M 402k 96.58
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $34M 226k 148.31
Schwab Strategic Tr Fundamental Intl (FNDF) 1.6 $33M 632k 52.76
Apple (AAPL) 1.5 $32M 112k 289.36
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.5 $32M 42k 748.67
Vanguard Specialized Funds Div App Etf (VIG) 1.5 $31M 130k 236.62
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $30M 596k 50.58
Schwab Strategic Tr Fundamental Us S (FNDA) 1.4 $29M 763k 38.06
NVIDIA Corporation (NVDA) 1.4 $29M 144k 200.09
Ishares Tr 0-3 Mth Treasury (SGOV) 1.3 $28M 280k 100.67
Ishares Tr National Mun Etf (MUB) 1.3 $27M 254k 107.62
Ishares Core Msci Emkt (IEMG) 1.2 $26M 316k 82.84
Janus Detroit Str Tr Hendersn Sml Etf (JSMD) 1.2 $26M 256k 101.32
J P Morgan Exchange Traded F Income Etf (JPIE) 1.2 $26M 563k 46.05
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 1.2 $25M 173k 146.26
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.2 $25M 268k 93.38
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 1.1 $23M 949k 24.08
Schwab Strategic Tr Fund Em Equi Etf (FNDE) 1.1 $23M 570k 39.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $18M 27k 686.82
Microsoft Corporation (MSFT) 0.8 $18M 47k 373.02
Alphabet Cap Stk Cl A (GOOGL) 0.8 $18M 50k 357.37
Alphabet Cap Stk Cl C (GOOG) 0.8 $17M 48k 353.33
Amazon (AMZN) 0.8 $16M 68k 238.34
Ishares Gold Tr Ishares New (IAU) 0.7 $14M 184k 75.51
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.7 $14M 273k 50.57
Ishares Tr Ultra Short Dur (ICSH) 0.7 $14M 270k 50.58
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.6 $14M 281k 48.34
Broadcom (AVGO) 0.6 $14M 36k 377.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $13M 26k 500.39
Etf Ser Solutions Distillate Smlmd (DSMC) 0.6 $12M 298k 40.36
JPMorgan Chase & Co. (JPM) 0.6 $12M 36k 327.33
Harbor Etf Trust Comm All Wea Etf (HGER) 0.5 $11M 377k 29.34
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $9.5M 26k 370.04
Blackrock Etf Trust Ii Ishar Inter Etf (INMU) 0.5 $9.5M 391k 24.25
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.4 $9.3M 73k 127.76
Cisco Systems (CSCO) 0.4 $9.3M 79k 117.46
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.4 $9.2M 170k 54.03
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.4 $8.7M 61k 141.66
Ishares Tr Core Msci Intl (IDEV) 0.4 $8.6M 96k 89.01
Analog Devices (ADI) 0.4 $8.5M 21k 397.17
Visa Com Cl A (V) 0.4 $8.3M 24k 343.09
Meta Platforms Cl A (META) 0.4 $8.2M 15k 563.29
Eli Lilly & Co. (LLY) 0.4 $7.7M 6.4k 1199.43
Spdr Series Trust St Str P400mid (SPMD) 0.4 $7.6M 112k 67.56
Exxon Mobil Corporation (XOM) 0.4 $7.5M 55k 136.72
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $6.9M 287k 24.14
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.3 $6.6M 9.3k 705.04
Palo Alto Networks (PANW) 0.3 $6.6M 19k 341.02
McKesson Corporation (MCK) 0.3 $6.5M 8.7k 756.40
Qualcomm (QCOM) 0.3 $6.5M 35k 184.79
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $6.4M 122k 52.60
Chevron Corporation (CVX) 0.3 $6.4M 38k 165.76
Ishares Tr Ibonds Dec2026 (IBDR) 0.3 $6.0M 247k 24.23
Progressive Corporation (PGR) 0.3 $5.8M 27k 218.45
Amgen (AMGN) 0.3 $5.7M 16k 362.12
American Express Company (AXP) 0.3 $5.7M 17k 338.25
Ishares Tr Ibonds 27 Etf (IBDS) 0.3 $5.7M 233k 24.22
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $5.6M 12k 478.45
Marathon Petroleum Corp (MPC) 0.3 $5.6M 22k 255.67
Spdr Series Trust ST STR SP600 SML (SPSM) 0.3 $5.6M 97k 57.67
Micron Technology (MU) 0.3 $5.5M 4.8k 1154.29
Asml Hldg Nv N Y Registry Shs (ASML) 0.3 $5.3M 2.7k 1989.44
Advanced Micro Devices (AMD) 0.3 $5.3M 9.1k 580.91
Costco Wholesale Corporation (COST) 0.2 $5.1M 5.4k 935.47
Tesla Motors (TSLA) 0.2 $4.9M 12k 420.60
Johnson & Johnson (JNJ) 0.2 $4.9M 19k 253.97
Amphenol Corp Cl A (APH) 0.2 $4.8M 27k 176.54
UnitedHealth (UNH) 0.2 $4.7M 11k 415.63
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.2 $4.7M 209k 22.34
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $4.6M 88k 52.41
AutoZone (AZO) 0.2 $4.5M 1.4k 3195.94
Mastercard Incorporated Cl A (MA) 0.2 $4.4M 8.7k 513.60
PNC Financial Services (PNC) 0.2 $4.4M 18k 246.22
Procter & Gamble Company (PG) 0.2 $4.3M 29k 146.64
Abbvie (ABBV) 0.2 $4.1M 16k 251.64
Northern Trust Corporation (NTRS) 0.2 $4.1M 24k 174.62
Merck & Co (MRK) 0.2 $4.1M 32k 129.34
Automatic Data Processing (ADP) 0.2 $4.1M 18k 225.59
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.2 $4.0M 78k 50.66
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $3.9M 67k 58.98
Electronic Arts (EA) 0.2 $3.9M 19k 205.04
Gilead Sciences (GILD) 0.2 $3.8M 30k 126.34
McDonald's Corporation (MCD) 0.2 $3.8M 14k 270.31
CSX Corporation (CSX) 0.2 $3.7M 79k 47.53
salesforce (CRM) 0.2 $3.7M 23k 156.96
Schwab Strategic Tr Fundamental Us B (FNDB) 0.2 $3.6M 117k 30.46
Booking Holdings (BKNG) 0.2 $3.6M 20k 178.24
Stryker Corporation (SYK) 0.2 $3.5M 11k 315.72
Lam Research Corp Com New (LRCX) 0.2 $3.5M 8.0k 433.59
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.2 $3.4M 64k 53.11
Lowe's Companies (LOW) 0.2 $3.2M 15k 220.49
Charles Schwab Corporation (SCHW) 0.2 $3.2M 35k 92.27
Pepsi (PEP) 0.2 $3.2M 23k 135.40
Caterpillar (CAT) 0.1 $3.1M 2.9k 1064.90
Kroger (KR) 0.1 $3.1M 56k 55.53
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.1 $3.0M 57k 51.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $2.9M 4.0k 737.21
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $2.9M 26k 110.32
Bristol Myers Squibb (BMY) 0.1 $2.8M 49k 57.62
Walt Disney Company (DIS) 0.1 $2.7M 28k 96.99
Wal-Mart Stores (WMT) 0.1 $2.7M 24k 113.26
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $2.7M 102k 26.50
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $2.7M 106k 25.25
Us Bancorp Com New (USB) 0.1 $2.6M 43k 60.92
Uber Technologies (UBER) 0.1 $2.6M 36k 72.16
Vistra Energy (VST) 0.1 $2.5M 16k 158.63
Medtronic SHS (MDT) 0.1 $2.5M 31k 78.94
Intel Corporation (INTC) 0.1 $2.5M 18k 139.63
S&p Global (SPGI) 0.1 $2.4M 6.0k 407.24
Home Depot (HD) 0.1 $2.4M 6.8k 352.70
Wisdomtree Tr Intl Qulty Div (IQDG) 0.1 $2.4M 55k 43.08
Raytheon Technologies Corp (RTX) 0.1 $2.3M 12k 189.73
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $2.3M 44k 51.85
Ishares Tr Msci Eafe Etf (EFA) 0.1 $2.3M 22k 103.88
eBay (EBAY) 0.1 $2.2M 20k 111.75
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $2.2M 94k 23.16
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $2.2M 27k 82.34
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $2.1M 18k 117.45
Ge Aerospace Com New (GE) 0.1 $2.1M 5.7k 373.73
Applied Materials (AMAT) 0.1 $2.1M 2.9k 723.00
Paypal Holdings (PYPL) 0.1 $2.1M 48k 43.18
Netflix (NFLX) 0.1 $2.1M 29k 71.40
Adobe Systems Incorporated (ADBE) 0.1 $2.0M 9.9k 205.02
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $2.0M 16k 124.17
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $2.0M 6.7k 302.97
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $2.0M 36k 56.48
Oracle Corporation (ORCL) 0.1 $2.0M 14k 146.55
Linde SHS (LIN) 0.1 $1.9M 3.8k 518.94
Ishares Tr Ibonds Dec 2030 (IBDV) 0.1 $1.9M 88k 21.80
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $1.9M 50k 38.23
Ishares Tr Esg Optimized (SUSA) 0.1 $1.9M 12k 154.30
Morgan Stanley Com New (MS) 0.1 $1.8M 8.8k 209.04
Kla Corp Com New (KLAC) 0.1 $1.8M 6.1k 301.71
Bank of America Corporation (BAC) 0.1 $1.8M 31k 56.98
Zoetis Cl A (ZTS) 0.1 $1.8M 25k 71.86
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.8M 14k 124.44
Ge Vernova (GEV) 0.1 $1.7M 1.5k 1175.36
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $1.7M 3.3k 523.80
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.1 $1.7M 30k 55.77
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.1 $1.6M 23k 72.28
Cardinal Health (CAH) 0.1 $1.6M 6.6k 237.56
Philip Morris International (PM) 0.1 $1.6M 8.5k 182.38
Check Point Software Tech Lt Ord (CHKP) 0.1 $1.6M 12k 131.43
Spdr Series Trust St Str P500etf (SPYM) 0.1 $1.5M 18k 87.88
Goldman Sachs (GS) 0.1 $1.5M 1.5k 1011.37
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.1 $1.5M 63k 23.55
Ishares Tr Ibonds Dec 2031 (IBDW) 0.1 $1.5M 71k 20.84
Comcast Corp Cl A (CMCSA) 0.1 $1.5M 60k 24.55
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $1.5M 31k 46.81
Expeditors International of Washington (EXPD) 0.1 $1.4M 8.8k 162.98
Lululemon Athletica (LULU) 0.1 $1.4M 12k 114.18
Abbott Laboratories (ABT) 0.1 $1.4M 15k 90.74
EOG Resources (EOG) 0.1 $1.4M 11k 129.73
Ross Stores (ROST) 0.1 $1.4M 6.4k 212.85
EQT Corporation (EQT) 0.1 $1.3M 25k 53.17
Coca-Cola Company (KO) 0.1 $1.3M 16k 81.79
International Business Machines (IBM) 0.1 $1.3M 4.5k 281.21
Pfizer (PFE) 0.1 $1.3M 53k 24.08
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $1.3M 1.3k 965.73
Jabil Circuit (JBL) 0.1 $1.2M 3.2k 385.48
Select Sector Spdr Tr St Str Util Etf (XLU) 0.1 $1.2M 27k 45.34
Wells Fargo & Company (WFC) 0.1 $1.2M 15k 82.64
Fastenal Company (FAST) 0.1 $1.2M 25k 48.03
Western Digital (WDC) 0.1 $1.2M 1.8k 638.72
Citigroup Com New (C) 0.1 $1.2M 8.2k 139.96
Danaher Corporation (DHR) 0.1 $1.2M 6.0k 190.88
Thermo Fisher Scientific (TMO) 0.1 $1.1M 2.3k 501.81
Sandisk Corp (SNDK) 0.1 $1.1M 505.00 2273.73
Comfort Systems USA (FIX) 0.1 $1.1M 571.00 1981.95
Ishares Tr Select Divid Etf (DVY) 0.1 $1.1M 7.0k 156.30
Eaton Corp SHS (ETN) 0.1 $1.1M 2.5k 426.12
Markel Corporation (MKL) 0.0 $1.0M 533.00 1953.01
Arista Networks Com Shs (ANET) 0.0 $1.0M 6.0k 169.88
Emcor (EME) 0.0 $1.0M 1.2k 829.88
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $1.0M 4.2k 242.43
Te Connectivity Ord Shs (TEL) 0.0 $1.0M 5.0k 201.61
Labcorp Holdings Com Shs (LH) 0.0 $978k 3.5k 280.00
Flex Ord (FLEX) 0.0 $977k 6.0k 162.07
Chubb (CB) 0.0 $971k 2.8k 341.81
Reinsurance Group Amer Com New (RGA) 0.0 $968k 4.6k 212.65
Steel Dynamics (STLD) 0.0 $967k 4.2k 229.99
Intuitive Surgical Com New (ISRG) 0.0 $956k 2.4k 397.68
Ishares Tr Core Div Grwth (DGRO) 0.0 $953k 13k 75.79
Novartis Sponsored Adr (NVS) 0.0 $941k 6.0k 156.72
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $934k 14k 68.41
Nextera Energy (NEE) 0.0 $927k 11k 87.77
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $926k 13k 71.25
Williams-Sonoma (WSM) 0.0 $920k 3.9k 233.10
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $899k 2.0k 450.98
Brown & Brown (BRO) 0.0 $897k 14k 64.15
Blackrock (BLK) 0.0 $889k 925.00 961.56
Altria (MO) 0.0 $888k 12k 73.02
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $885k 5.6k 158.03
Crane Company Common Stock (CR) 0.0 $873k 3.9k 223.07
Generac Holdings (GNRC) 0.0 $869k 3.0k 292.81
Arch Cap Group Ord (ACGL) 0.0 $863k 8.9k 97.06
Palantir Technologies Cl A (PLTR) 0.0 $860k 7.4k 116.67
Spdr Series Trust ST STR SP400GRW (MDYG) 0.0 $859k 7.7k 112.09
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $857k 1.7k 496.73
American Financial (AFG) 0.0 $845k 6.0k 139.94
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $835k 8.7k 95.62
Xpo Logistics Inc equity (XPO) 0.0 $835k 4.1k 205.29
Boeing Company (BA) 0.0 $834k 3.9k 216.47
Spdr Series Trust St Str Sp400val (MDYV) 0.0 $831k 8.8k 94.85
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $826k 5.0k 163.67
TJX Companies (TJX) 0.0 $804k 5.3k 151.50
Docusign (DOCU) 0.0 $798k 18k 44.42
Regions Financial Corporation (RF) 0.0 $793k 26k 30.46
Mueller Industries (MLI) 0.0 $791k 6.4k 122.93
O'reilly Automotive (ORLY) 0.0 $787k 8.5k 92.09
Texas Instruments Incorporated (TXN) 0.0 $785k 2.6k 298.07
Carrier Global Corporation (CARR) 0.0 $783k 11k 73.35
Bank of New York Mellon Corporation (BNY) 0.0 $778k 5.4k 144.61
Exelixis (EXEL) 0.0 $774k 14k 54.41
Elanco Animal Health (ELAN) 0.0 $773k 31k 24.61
Starbucks Corporation (SBUX) 0.0 $759k 7.4k 102.19
Microchip Technology (MCHP) 0.0 $758k 8.3k 91.20
Union Pacific Corporation (UNP) 0.0 $756k 2.8k 272.00
NetApp (NTAP) 0.0 $746k 4.8k 154.76
Johnson Controls Internation SHS (JCI) 0.0 $742k 5.1k 146.51
Corning Incorporated (GLW) 0.0 $738k 2.9k 255.43
TransDigm Group Incorporated (TDG) 0.0 $731k 549.00 1332.04
Okta Cl A (OKTA) 0.0 $721k 5.3k 136.45
Marvell Technology (MRVL) 0.0 $719k 2.4k 297.89
Sprouts Fmrs Mkt (SFM) 0.0 $712k 8.4k 84.58
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $709k 1.8k 393.96
General Dynamics Corporation (GD) 0.0 $700k 2.0k 354.24
Ishares Tr Ibonds Dec 26 (IBMO) 0.0 $694k 27k 25.64
Taylor Morrison Hom (TMHC) 0.0 $683k 9.5k 71.74
Novo-nordisk A S Adr (NVO) 0.0 $674k 14k 47.94
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.0 $672k 33k 20.12
Fortinet (FTNT) 0.0 $663k 4.3k 153.62
Mondelez Intl Cl A (MDLZ) 0.0 $654k 11k 58.34
Verizon Communications (VZ) 0.0 $651k 15k 42.34
Devon Energy Corporation (DVN) 0.0 $650k 16k 41.32
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $646k 5.5k 117.50
CVS Caremark Corporation (CVS) 0.0 $645k 6.2k 103.45
Copart (CPRT) 0.0 $640k 23k 28.19
Murphy Usa (MUSA) 0.0 $638k 1.2k 538.87
Dell Technologies CL C (DELL) 0.0 $635k 1.5k 431.46
CF Industries Holdings (CF) 0.0 $630k 5.8k 108.26
Host Hotels & Resorts (HST) 0.0 $629k 26k 24.63
Welltower Inc Com reit (WELL) 0.0 $625k 2.8k 226.97
Synchrony Financial (SYF) 0.0 $625k 8.2k 76.05
Ing Groep Sponsored Adr (ING) 0.0 $621k 20k 31.38
Broadstone Net Lease (BNL) 0.0 $620k 30k 20.96
Capital One Financial (COF) 0.0 $616k 3.1k 200.62
Omni (OMC) 0.0 $608k 8.3k 73.60
Ishares Tr U.s. Tech Etf (IYW) 0.0 $607k 2.4k 252.23
Jones Lang LaSalle Incorporated (JLL) 0.0 $607k 2.0k 309.95
Applovin Corp Com Cl A (APP) 0.0 $604k 1.2k 515.23
United Rentals (URI) 0.0 $603k 532.00 1132.89
M&T Bank Corporation (MTB) 0.0 $600k 2.5k 238.01
Sap Se Spon Adr (SAP) 0.0 $599k 3.9k 154.11
Constellation Energy (CEG) 0.0 $583k 2.3k 248.37
United Microelectronics Corp Spon Adr New (UMC) 0.0 $580k 21k 27.21
FedEx Corporation (FDX) 0.0 $575k 1.8k 314.35
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.0 $571k 3.0k 190.52
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $564k 18k 31.71
MKS Instruments (MKSI) 0.0 $559k 1.3k 444.80
Cadence Design Systems (CDNS) 0.0 $559k 1.5k 375.32
CRH Ord (CRH) 0.0 $557k 5.2k 107.00
Twilio Cl A (TWLO) 0.0 $557k 2.7k 206.33
Spdr Gold Tr Gold Shs (GLD) 0.0 $554k 1.5k 368.38
SLB Com Stk (SLB) 0.0 $552k 12k 46.72
Hubbell (HUBB) 0.0 $552k 1.1k 523.20
Unilever Spon Adr New (UL) 0.0 $548k 9.1k 60.12
Deere & Company (DE) 0.0 $545k 857.00 635.95
Universal Hlth Svcs CL B (UHS) 0.0 $545k 3.7k 148.69
HSBC HLDGS Spon Adr New (HSBC) 0.0 $542k 5.7k 95.09
A. O. Smith Corporation (AOS) 0.0 $541k 8.6k 62.72
At&t (T) 0.0 $539k 26k 20.70
Ase Technology Hldg Sponsored Ads (ASX) 0.0 $537k 12k 45.12
Vanguard World Energy Etf (VDE) 0.0 $536k 3.6k 150.13
MetLife (MET) 0.0 $534k 6.3k 84.61
Owens Corning (OC) 0.0 $532k 3.3k 158.96
Ciena Corp Com New (CIEN) 0.0 $529k 1.1k 490.56
Allstate Corporation (ALL) 0.0 $529k 2.2k 239.04
EnerSys (ENS) 0.0 $527k 2.3k 234.08
Acuity Brands (AYI) 0.0 $515k 1.4k 376.66
Rambus (RMBS) 0.0 $508k 3.8k 132.74
Exelon Corporation (EXC) 0.0 $504k 11k 46.62
ConocoPhillips (COP) 0.0 $496k 4.8k 103.96
Becton, Dickinson and (BDX) 0.0 $488k 3.2k 151.33
Vertiv Holdings Com Cl A (VRT) 0.0 $486k 1.5k 334.82
Williams Companies (WMB) 0.0 $483k 6.5k 74.34
W.R. Berkley Corporation (WRB) 0.0 $482k 6.8k 71.13
Agnico (AEM) 0.0 $482k 3.1k 155.13
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $478k 8.9k 54.02
Quanta Services (PWR) 0.0 $477k 662.00 720.04
Abacus Fcf Etf Tr Leaders Etf (ABFL) 0.0 $476k 5.5k 85.86
Servicenow (NOW) 0.0 $473k 4.8k 99.28
Apa Corporation (APA) 0.0 $472k 15k 32.57
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $471k 3.0k 156.95
Cirrus Logic (CRUS) 0.0 $469k 3.2k 148.53
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $467k 9.0k 52.12
Shell Spon Ads (SHEL) 0.0 $467k 6.0k 77.54
Hilton Worldwide Holdings (HLT) 0.0 $463k 1.4k 330.46
Duke Energy Corp Com New (DUK) 0.0 $463k 3.7k 126.58
Bhp Billiton Sponsored Ads (BHP) 0.0 $458k 5.5k 83.31
Crocs (CROX) 0.0 $455k 3.8k 120.64
General Motors Company (GM) 0.0 $454k 5.9k 77.08
Colgate-Palmolive Company (CL) 0.0 $454k 4.9k 91.68
Freeport Mcmoran CL B (FCX) 0.0 $453k 7.2k 62.89
Carlisle Companies (CSL) 0.0 $449k 1.2k 362.75
Direxion Shares Etf Trust Daily 500 1x Etf (SPDN) 0.0 $446k 52k 8.67
Zoom Communications Cl A (ZM) 0.0 $441k 5.1k 86.31
W.W. Grainger (GWW) 0.0 $439k 323.00 1360.40
Gentex Corporation (GNTX) 0.0 $436k 17k 25.27
Newmont Mining Corporation (NEM) 0.0 $436k 4.7k 93.40
British Amern Tob Sponsored Adr (BTI) 0.0 $435k 7.1k 61.76
Monolithic Power Systems (MPWR) 0.0 $431k 311.00 1384.36
Crowdstrike Hldgs Cl A (CRWD) 0.0 $430k 563.00 763.14
Vanguard Index Fds Growth Etf (VUG) 0.0 $429k 5.0k 86.14
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $427k 3.7k 114.18
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $426k 4.4k 97.58
Parker-Hannifin Corporation (PH) 0.0 $426k 435.00 978.12
Trane Technologies SHS (TT) 0.0 $424k 863.00 491.16
Tapestry (TPR) 0.0 $424k 2.9k 146.38
Icici Bank Adr (IBN) 0.0 $423k 15k 29.03
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $423k 5.1k 82.34
Simon Property (SPG) 0.0 $419k 1.9k 223.65
Edwards Lifesciences (EW) 0.0 $417k 4.6k 90.46
Flexshares Tr Mornstar Upstr (GUNR) 0.0 $417k 8.5k 49.28
Anthem (ELV) 0.0 $416k 1.1k 386.73
Appfolio Com Cl A (APPF) 0.0 $414k 2.6k 160.35
Deckers Outdoor Corporation (DECK) 0.0 $414k 4.2k 99.29
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $413k 15k 27.70
Intercontinental Exchange (ICE) 0.0 $410k 3.3k 123.11
Apollo Global Mgmt (APO) 0.0 $408k 3.4k 118.31
Southern Company (SO) 0.0 $406k 4.2k 95.71
Gra (GGG) 0.0 $406k 5.4k 75.61
Waste Management (WM) 0.0 $405k 1.8k 222.88
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $405k 16k 24.99
Howmet Aerospace (HWM) 0.0 $404k 1.5k 268.86
Terex Corporation (TEX) 0.0 $404k 5.6k 72.39
United Parcel Svcs CL B (UPS) 0.0 $404k 3.8k 107.50
Biogen Idec (BIIB) 0.0 $402k 1.9k 216.06
Spdr Series Trust St Str Sp Div (SDY) 0.0 $402k 2.6k 152.18
Valero Energy Corporation (VLO) 0.0 $400k 1.5k 260.44
Ishares Tr Expanded Tech (IGV) 0.0 $397k 4.4k 90.60
Vanguard Index Fds Small Cp Etf (VB) 0.0 $396k 1.3k 303.12
Caci Intl Cl A (CACI) 0.0 $396k 854.00 463.26
Sony Group Corp Sponsored Adr (SONY) 0.0 $395k 20k 20.06
Marsh & McLennan Companies (MRSH) 0.0 $392k 2.4k 166.67
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.0 $392k 7.3k 53.61
Royal Caribbean Cruises (RCL) 0.0 $391k 1.2k 318.75
Aercap Holdings Nv SHS (AER) 0.0 $390k 2.7k 145.78
Incyte Corporation (INCY) 0.0 $387k 3.4k 113.36
Marriott Intl Cl A (MAR) 0.0 $386k 1.0k 370.59
Lockheed Martin Corporation (LMT) 0.0 $384k 754.00 509.46
Prologis (PLD) 0.0 $384k 2.8k 135.47
Qualys (QLYS) 0.0 $382k 2.8k 137.49
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $381k 4.6k 82.11
East West Ban (EWBC) 0.0 $381k 2.9k 129.09
Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) 0.0 $380k 4.6k 82.40
Coherent Corp (COHR) 0.0 $380k 963.00 394.47
Diamondback Energy (FANG) 0.0 $378k 2.1k 175.78
Equinix (EQIX) 0.0 $376k 361.00 1042.39
Realty Income (O) 0.0 $375k 6.0k 62.23
Verisk Analytics (VRSK) 0.0 $374k 2.1k 179.53
Cummins (CMI) 0.0 $372k 522.00 713.21
Ecolab (ECL) 0.0 $372k 1.3k 279.28
Technipfmc (FTI) 0.0 $372k 5.6k 66.30
Paychex (PAYX) 0.0 $371k 3.8k 98.33
Cloudflare Cl A Com (NET) 0.0 $364k 1.5k 245.28
Talen Energy Corp (TLN) 0.0 $358k 931.00 384.26
Ishares Tr Ibonds Dec 27 (IBMP) 0.0 $354k 14k 25.42
Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) 0.0 $353k 5.5k 63.80
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $352k 4.2k 83.75
Core Natural Resources Com Shs (CNR) 0.0 $351k 4.4k 80.02
Halliburton Company (HAL) 0.0 $351k 10k 33.95
Arm Holdings Sponsored Ads (ARM) 0.0 $350k 988.00 354.57
American Electric Power Company (AEP) 0.0 $350k 2.6k 136.81
Church & Dwight (CHD) 0.0 $345k 3.6k 96.88
Magnolia Oil & Gas Corp Cl A (MGY) 0.0 $344k 13k 25.58
Arthur J. Gallagher & Co. (AJG) 0.0 $343k 1.5k 229.57
Textron (TXT) 0.0 $340k 3.7k 91.75
Cenovus Energy (CVE) 0.0 $340k 14k 24.81
Cal Maine Foods Com New (CALM) 0.0 $339k 4.2k 80.56
Delta Air Lines Com New (DAL) 0.0 $338k 3.6k 93.66
Travelers Companies (TRV) 0.0 $337k 1.0k 330.12
Cintas Corporation (CTAS) 0.0 $337k 2.0k 170.08
Waters Corporation (WAT) 0.0 $336k 897.00 375.04
Spotify Technology S A SHS (SPOT) 0.0 $335k 729.00 459.13
Hca Holdings (HCA) 0.0 $333k 855.00 389.89
Toro Company (TTC) 0.0 $330k 3.4k 97.81
Cigna Corp (CI) 0.0 $330k 1.2k 275.68
Dominion Resources (D) 0.0 $329k 4.8k 68.29
Alliant Energy Corporation (LNT) 0.0 $325k 4.3k 76.29
BioMarin Pharmaceutical (BMRN) 0.0 $322k 5.6k 57.22
Ford Motor Company (F) 0.0 $321k 23k 13.90
Metropcs Communications (TMUS) 0.0 $319k 1.9k 167.73
Regal-beloit Corporation (RRX) 0.0 $319k 1.3k 238.54
Bill Com Holdings Ord (BILL) 0.0 $316k 8.7k 36.16
Datadog Cl A Com (DDOG) 0.0 $316k 1.2k 260.36
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $313k 2.3k 137.56
Genpact SHS (G) 0.0 $310k 11k 27.50
Lattice Semiconductor (LSCC) 0.0 $309k 2.0k 152.96
Regeneron Pharmaceuticals (REGN) 0.0 $309k 495.00 623.54
Teradyne (TER) 0.0 $304k 628.00 483.84
Sonoco Products Company (SON) 0.0 $304k 5.4k 56.35
SYSCO Corporation (SYY) 0.0 $303k 3.6k 83.58
Vornado Rlty Tr Sh Ben Int (VNO) 0.0 $300k 7.6k 39.30
Blackstone Group Inc Com Cl A (BX) 0.0 $299k 2.5k 117.67
Astrazeneca Ord (AZN) 0.0 $297k 1.6k 189.62
Banco Santander Sa Adr (SAN) 0.0 $296k 22k 13.80
Entergy Corporation (ETR) 0.0 $295k 2.6k 114.86
Bloom Energy Corp Com Cl A (BE) 0.0 $293k 969.00 302.70
Target Corporation (TGT) 0.0 $292k 2.2k 130.61
Humana (HUM) 0.0 $291k 732.00 398.11
Ameriprise Financial (AMP) 0.0 $291k 634.00 458.76
Advanced Energy Industries (AEIS) 0.0 $290k 777.00 372.87
Qorvo (QRVO) 0.0 $288k 3.1k 93.27
Centene Corporation (CNC) 0.0 $287k 4.5k 64.19
Cameco Corporation (CCJ) 0.0 $284k 2.8k 101.86
Cdw (CDW) 0.0 $283k 2.0k 140.64
Abercrombie & Fitch Cl A (ANF) 0.0 $279k 3.1k 90.01
AFLAC Incorporated (AFL) 0.0 $278k 2.4k 117.25
American Tower Reit (AMT) 0.0 $272k 1.6k 165.52
Hewlett Packard Enterprise (HPE) 0.0 $272k 6.0k 45.25
Consolidated Edison (ED) 0.0 $270k 2.4k 110.63
Keysight Technologies (KEYS) 0.0 $270k 770.00 350.07
Honeywell Aerospace (HONA) 0.0 $268k 1.2k 221.08
Spdr Series Trust St Inter Etf (SPTI) 0.0 $267k 9.4k 28.39
Rbc Cad (RY) 0.0 $265k 1.3k 206.97
AmerisourceBergen (COR) 0.0 $263k 928.00 282.98
Now (DNOW) 0.0 $262k 20k 12.97
Phillips 66 (PSX) 0.0 $261k 1.5k 169.05
Lennar Corp Cl A (LEN) 0.0 $261k 2.9k 90.49
3M Company (MMM) 0.0 $260k 1.6k 161.91
Chipotle Mexican Grill (CMG) 0.0 $260k 7.7k 34.00
MercadoLibre (MELI) 0.0 $260k 153.00 1697.39
Kb Finl Group Sponsored Adr (KB) 0.0 $257k 2.4k 104.96
GSK Sponsored Adr (GSK) 0.0 $256k 4.8k 52.95
Moody's Corporation (MCO) 0.0 $255k 563.00 452.92
Fair Isaac Corporation (FICO) 0.0 $255k 213.00 1194.78
Honeywell International (HON) 0.0 $254k 1.1k 223.90
Monster Beverage Corp (MNST) 0.0 $253k 2.6k 96.12
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.0 $251k 12k 21.65
Enterprise Products Partners (EPD) 0.0 $250k 6.8k 36.76
Otis Worldwide Corp (OTIS) 0.0 $250k 3.5k 71.60
Norfolk Southern (NSC) 0.0 $249k 792.00 314.59
L3harris Technologies (LHX) 0.0 $249k 857.00 290.59
M/a (MTSI) 0.0 $248k 653.00 380.37
D.R. Horton (DHI) 0.0 $248k 1.5k 162.88
Emerson Electric (EMR) 0.0 $248k 1.7k 143.15
Sea Sponsord Ads (SE) 0.0 $247k 2.6k 95.83
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.0 $246k 11k 22.37
Vanguard Index Fds Value Etf (VTV) 0.0 $246k 1.1k 217.93
Skyworks Solutions (SWKS) 0.0 $244k 3.6k 67.80
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.0 $242k 975.00 247.89
Eversource Energy (ES) 0.0 $240k 3.3k 72.27
Nike CL B (NKE) 0.0 $239k 5.8k 41.46
Wec Energy Group (WEC) 0.0 $238k 2.0k 116.77
Lumentum Hldgs (LITE) 0.0 $236k 275.00 858.06
Illinois Tool Works (ITW) 0.0 $236k 867.00 272.08
Moog Cl A (MOG.A) 0.0 $235k 555.00 423.84
Nucor Corporation (NUE) 0.0 $235k 1.1k 223.32
Barclays Adr (BCS) 0.0 $234k 8.7k 26.86
Ingersoll Rand (IR) 0.0 $234k 2.9k 81.99
Littelfuse (LFUS) 0.0 $234k 513.00 455.33
Airbnb Com Cl A (ABNB) 0.0 $233k 1.6k 143.10
Flowserve Corporation (FLS) 0.0 $231k 3.1k 74.38
Hf Sinclair Corp (DINO) 0.0 $230k 3.3k 69.65
Corteva (CTVA) 0.0 $230k 2.7k 84.69
Woodward Governor Company (WWD) 0.0 $230k 541.00 425.44
Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.0 $230k 3.6k 63.25
Motorola Solutions Com New (MSI) 0.0 $229k 550.00 416.53
Workday Cl A (WDAY) 0.0 $229k 1.9k 122.42
Northrop Grumman Corporation (NOC) 0.0 $228k 447.00 509.31
Hdfc Bank Sponsored Ads (HDB) 0.0 $228k 8.8k 25.83
Haleon Spon Ads (HLN) 0.0 $227k 24k 9.33
Autodesk (ADSK) 0.0 $227k 1.2k 194.42
Synopsys (SNPS) 0.0 $225k 505.00 446.07
Snowflake Com Shs (SNOW) 0.0 $225k 885.00 254.50
Roper Industries (ROP) 0.0 $224k 662.00 338.39
Insulet Corporation (PODD) 0.0 $223k 1.5k 152.25
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $221k 11k 19.61
Pulte (PHM) 0.0 $220k 1.6k 137.47
Western Midstream Partners L Com Unit Lp Int (WES) 0.0 $219k 5.0k 43.76
Targa Res Corp (TRGP) 0.0 $218k 813.00 268.14
Suncor Energy (SU) 0.0 $218k 4.1k 53.68
Warner Bros Discovery Com Ser A (WBD) 0.0 $216k 8.1k 26.66
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.0 $216k 8.3k 25.82
BP Sponsored Adr (BP) 0.0 $216k 5.8k 36.95
Watts Water Technologies Cl A (WTS) 0.0 $215k 550.00 391.45
Hldgs (UAL) 0.0 $214k 1.6k 135.99
Pinterest Cl A (PINS) 0.0 $214k 10k 21.03
Vulcan Materials Company (VMC) 0.0 $213k 723.00 295.01
Onto Innovation (ONTO) 0.0 $213k 563.00 378.45
Ishares Msci Pac Jp Etf (EPP) 0.0 $213k 4.0k 53.26
Iqvia Holdings (IQV) 0.0 $213k 1.1k 193.22
Woori Finl Group Sponsored Ads (WF) 0.0 $212k 3.7k 57.40
Proshares Tr Shrt Russell2000 (RWM) 0.0 $212k 16k 13.29
Wabtec Corporation (WAB) 0.0 $211k 784.00 269.60
Boston Scientific Corporation (BSX) 0.0 $211k 4.9k 42.68
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $211k 1.7k 124.42
Graphic Packaging Holding Company (GPK) 0.0 $210k 20k 10.69
Toll Brothers (TOL) 0.0 $210k 1.3k 164.75
Sanmina (SANM) 0.0 $210k 829.00 253.08
General Mills (GIS) 0.0 $208k 6.0k 34.80
Coupang Cl A (CPNG) 0.0 $208k 12k 17.37
Totalenergies Se Act (TTE) 0.0 $207k 2.7k 77.76
Illumina (ILMN) 0.0 $207k 1.2k 175.83
Paccar (PCAR) 0.0 $203k 1.7k 120.12
Kinder Morgan (KMI) 0.0 $203k 6.3k 31.97
Eni Spa Sponsored Adr (E) 0.0 $202k 4.3k 46.86
National Grid Sponsored Adr Ne (NGG) 0.0 $202k 2.4k 82.87
Bank First National Corporation (BFC) 0.0 $201k 1.4k 148.90
Robinhood Mkts Com Cl A (HOOD) 0.0 $201k 2.0k 100.28
Xcel Energy (XEL) 0.0 $200k 2.5k 80.82
Unum (UNM) 0.0 $200k 2.2k 89.40
PG&E Corporation (PCG) 0.0 $182k 11k 16.87
Transocean Registered Shs (RIG) 0.0 $148k 30k 4.89
Wipro Spon Adr 1 Sh (WIT) 0.0 $144k 64k 2.25
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $136k 12k 11.15
Paramount Skydance Corp Com Cl B (PSKY) 0.0 $110k 11k 9.88
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $104k 11k 9.58
Companhia De Saneamento Basi Sponsored Adr (SBS) 0.0 $90k 16k 5.78
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $89k 15k 5.83
Liberty Latin America Com Cl C (LILAK) 0.0 $84k 11k 7.79
Liberty Latin America Com Cl A (LILA) 0.0 $82k 11k 7.84
Hello Group Ads (MOMO) 0.0 $79k 14k 5.80
Armada Hoffler Pptys (AHRT) 0.0 $76k 11k 7.22
Lg Display Spons Adr Rep (LPL) 0.0 $63k 16k 3.89
Baytex Energy Corp (BTE) 0.0 $51k 13k 4.02
Snap Cl A (SNAP) 0.0 $45k 10k 4.44
Coty Com Cl A (COTY) 0.0 $43k 20k 2.16