Ritter Daniher Financial Advisory LLC / DE

Ritter Daniher Financial Advisory LLC / DE as of June 30, 2025

Portfolio Holdings for Ritter Daniher Financial Advisory LLC / DE

Ritter Daniher Financial Advisory LLC / DE holds 336 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
Ishares Tr Core S&p500 Etf (IVV) 21.6 $88M 142k 620.90
Ishares Tr Core Div Grwth (DGRO) 9.5 $39M 604k 63.94
Ishares Tr Core Msci Eafe (IEFA) 7.8 $32M 381k 83.48
American Centy Etf Tr Avantis Emgmkt (AVEM) 7.4 $30M 440k 68.54
Ishares Tr Core S&p Mcp Etf (IJH) 7.1 $29M 469k 62.02
Pimco Etf Tr Multisector Bd (PYLD) 5.8 $24M 896k 26.54
Ishares Tr Core S&p Scp Etf (IJR) 4.4 $18M 163k 109.29
Wisdomtree Tr Us Quality Grow (QGRW) 3.9 $16M 301k 52.55
Procter & Gamble Company (PG) 2.6 $11M 67k 159.32
Dimensional Etf Trust Intl Small Cap E (DFIS) 2.3 $9.3M 312k 29.84
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.3 $9.2M 163k 56.85
LCNB (LCNB) 2.0 $8.2M 568k 14.53
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 2.0 $8.1M 165k 49.20
Apple (AAPL) 1.9 $7.7M 37k 205.17
JPMorgan Chase & Co. (JPM) 1.4 $5.6M 19k 289.91
Cintas Corporation (CTAS) 1.4 $5.5M 25k 222.87
Amazon (AMZN) 0.8 $3.3M 15k 219.39
Microsoft Corporation (MSFT) 0.8 $3.2M 6.5k 497.38
T Rowe Price Etf Price Grw Stock (TGRW) 0.5 $2.2M 52k 42.04
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.5 $2.0M 30k 65.50
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $1.8M 13k 138.68
Ishares Tr S&p Mc 400gr Etf (IJK) 0.4 $1.7M 19k 90.98
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.4 $1.6M 13k 123.58
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.5M 8.6k 176.22
American Centy Etf Tr International Lr (AVIV) 0.4 $1.5M 24k 62.23
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.5M 2.00 728800.00
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $1.4M 10k 133.04
Costco Wholesale Corporation (COST) 0.3 $1.4M 1.4k 989.66
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $1.2M 11k 112.00
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.3 $1.2M 11k 104.98
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $1.2M 13k 91.97
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.1M 10k 110.10
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.3 $1.1M 11k 101.23
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $1.1M 43k 24.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.0M 1.8k 568.03
Wells Fargo & Company (WFC) 0.3 $1.0M 13k 80.12
Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.0M 11k 89.39
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $978k 4.8k 204.67
Tesla Motors (TSLA) 0.2 $934k 2.9k 317.66
Nextera Energy (NEE) 0.2 $883k 13k 69.42
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $866k 8.7k 99.49
Eli Lilly & Co. (LLY) 0.2 $847k 1.1k 779.57
Exxon Mobil Corporation (XOM) 0.2 $804k 7.5k 107.80
Alphabet Cap Stk Cl C (GOOG) 0.2 $789k 4.4k 177.39
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $770k 14k 57.01
Ishares Tr Russell 2000 Etf (IWM) 0.2 $760k 3.5k 215.79
Royal Caribbean Cruises (RCL) 0.2 $701k 2.2k 313.14
Spdr Gold Tr Gold Shs (GLD) 0.2 $665k 2.2k 304.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $657k 1.1k 617.90
Ishares Tr Eafe Value Etf (EFV) 0.1 $571k 9.0k 63.48
NVIDIA Corporation (NVDA) 0.1 $553k 3.5k 158.00
Broadcom (AVGO) 0.1 $532k 1.9k 275.65
Chevron Corporation (CVX) 0.1 $484k 3.4k 143.19
Lincoln Electric Holdings (LECO) 0.1 $477k 2.3k 207.32
Fifth Third Ban (FITB) 0.1 $475k 12k 41.13
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $474k 2.4k 195.42
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.1 $435k 14k 31.89
Ishares Tr Select Divid Etf (DVY) 0.1 $432k 3.3k 132.81
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $425k 1.4k 303.93
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $417k 8.2k 50.92
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $412k 8.4k 49.03
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $411k 2.1k 194.23
Coca-Cola Company (KO) 0.1 $384k 5.4k 70.75
Anthem (ELV) 0.1 $359k 922.00 388.96
Meta Platforms Cl A (META) 0.1 $353k 478.00 738.09
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $350k 2.6k 135.05
Pfizer (PFE) 0.1 $331k 14k 24.24
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.1 $329k 15k 21.89
International Business Machines (IBM) 0.1 $319k 1.1k 294.84
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $308k 4.4k 69.91
Norfolk Southern (NSC) 0.1 $307k 1.2k 255.97
Kroger (KR) 0.1 $306k 4.3k 71.73
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $290k 2.5k 116.16
Duke Energy Corp Com New (DUK) 0.1 $289k 2.4k 117.98
Bristol Myers Squibb (BMY) 0.1 $281k 6.1k 46.29
Raytheon Technologies Corp (RTX) 0.1 $280k 1.9k 146.02
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $265k 9.1k 29.21
Intuitive Surgical Com New (ISRG) 0.1 $263k 484.00 543.41
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $263k 2.0k 132.14
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.1 $257k 4.2k 61.13
Quanta Services (PWR) 0.1 $254k 672.00 378.08
Home Depot (HD) 0.1 $253k 689.00 366.64
Ishares Tr S&p 100 Etf (OEF) 0.1 $252k 827.00 304.35
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $250k 1.1k 226.49
Netflix (NFLX) 0.1 $249k 186.00 1339.13
Vanguard Wellington Short Trm Tax Ex (VTES) 0.1 $247k 2.5k 100.93
Pepsi (PEP) 0.1 $246k 1.9k 132.04
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $227k 535.00 424.58
Wal-Mart Stores (WMT) 0.1 $220k 2.2k 97.78
Bank of America Corporation (BAC) 0.1 $214k 4.5k 47.32
Ishares Tr MRGSTR SM CP GR (ISCG) 0.1 $213k 4.3k 49.76
Uber Technologies (UBER) 0.1 $209k 2.2k 93.30
UnitedHealth (UNH) 0.0 $199k 637.00 311.97
Morgan Stanley Etf Trust Calvert Us Sel (CVSE) 0.0 $193k 2.7k 71.05
Visa Com Cl A (V) 0.0 $188k 530.00 355.05
Ishares Tr Rus 1000 Etf (IWB) 0.0 $186k 547.00 339.57
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $186k 1.4k 128.60
PNC Financial Services (PNC) 0.0 $186k 995.00 186.42
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $171k 3.4k 50.27
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $167k 3.5k 48.24
Us Bancorp Del Com New (USB) 0.0 $166k 3.7k 45.25
Johnson & Johnson (JNJ) 0.0 $161k 1.1k 152.75
Abbvie (ABBV) 0.0 $153k 825.00 185.62
Ishares Tr Russell 3000 Etf (IWV) 0.0 $153k 435.00 351.00
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $148k 2.2k 67.22
Oracle Corporation (ORCL) 0.0 $148k 676.00 218.63
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $145k 5.2k 28.05
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $144k 1.8k 79.28
CSX Corporation (CSX) 0.0 $142k 4.4k 32.63
Southern Company (SO) 0.0 $133k 1.5k 91.83
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $133k 6.0k 22.10
BP Sponsored Adr (BP) 0.0 $130k 4.3k 29.93
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $128k 1.3k 99.20
Cava Group Ord (CAVA) 0.0 $126k 1.5k 84.23
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $126k 282.00 445.20
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $120k 1.5k 78.70
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.0 $120k 1.3k 92.59
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $119k 2.6k 45.77
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $116k 1.5k 77.34
Legg Mason Etf Invt Franklin Clearbr (YLDE) 0.0 $115k 2.2k 52.62
Mastercard Incorporated Cl A (MA) 0.0 $114k 203.00 561.94
The Trade Desk Com Cl A (TTD) 0.0 $106k 1.5k 71.99
Vanguard Index Fds Large Cap Etf (VV) 0.0 $105k 367.00 285.30
Vanguard Index Fds Growth Etf (VUG) 0.0 $99k 226.00 438.51
Fidelity Covington Trust Enhanced Large (FELC) 0.0 $98k 2.8k 34.49
O'reilly Automotive (ORLY) 0.0 $97k 1.1k 90.13
McKesson Corporation (MCK) 0.0 $95k 130.00 732.78
Morgan Stanley Etf Trust Calvert Us Lrgcp (CDEI) 0.0 $94k 1.3k 74.82
United Rentals (URI) 0.0 $94k 125.00 753.40
Walt Disney Company (DIS) 0.0 $92k 743.00 124.04
Merck & Co (MRK) 0.0 $92k 1.2k 79.16
American Express Company (AXP) 0.0 $92k 288.00 318.98
Blackstone Group Inc Com Cl A (BX) 0.0 $89k 593.00 149.68
Vanguard Index Fds Value Etf (VTV) 0.0 $88k 498.00 176.74
Huntington Bancshares Incorporated (HBAN) 0.0 $87k 5.2k 16.76
Ge Aerospace Com New (GE) 0.0 $86k 335.00 257.01
Palantir Technologies Cl A (PLTR) 0.0 $86k 630.00 136.32
Axon Enterprise (AXON) 0.0 $84k 101.00 827.94
Automatic Data Processing (ADP) 0.0 $83k 268.00 308.40
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $82k 6.3k 13.11
Sprott Physical Gold Tr Unit (PHYS) 0.0 $81k 3.2k 25.35
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $81k 146.00 551.21
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $79k 282.00 279.83
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $78k 275.00 284.39
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $78k 3.1k 25.30
Gartner (IT) 0.0 $77k 190.00 404.22
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $73k 2.5k 29.37
Cisco Systems (CSCO) 0.0 $69k 1.0k 69.38
Worthington Industries (WOR) 0.0 $68k 1.1k 63.63
Canadian Natl Ry (CNI) 0.0 $68k 650.00 104.04
Ishares Tr Esg Select Scre (XJH) 0.0 $66k 1.6k 41.50
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $66k 744.00 89.22
Comerica Incorporated (CMA) 0.0 $66k 1.1k 59.65
Cincinnati Financial Corporation (CINF) 0.0 $64k 430.00 148.92
Lululemon Athletica (LULU) 0.0 $64k 269.00 237.58
McDonald's Corporation (MCD) 0.0 $63k 216.00 292.17
Abbott Laboratories (ABT) 0.0 $62k 455.00 136.01
Cheniere Energy Com New (LNG) 0.0 $61k 251.00 243.52
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $60k 452.00 133.31
Starbucks Corporation (SBUX) 0.0 $60k 652.00 91.63
Intel Corporation (INTC) 0.0 $60k 2.7k 22.40
Draftkings Com Cl A (DKNG) 0.0 $59k 1.4k 42.89
ConocoPhillips (COP) 0.0 $58k 650.00 89.74
Thermo Fisher Scientific (TMO) 0.0 $57k 140.00 405.46
Enbridge (ENB) 0.0 $57k 1.2k 45.32
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $55k 800.00 69.09
3M Company (MMM) 0.0 $55k 360.00 152.24
Deere & Company (DE) 0.0 $54k 107.00 508.50
Corteva (CTVA) 0.0 $54k 729.00 74.53
Icon SHS (ICLR) 0.0 $54k 371.00 145.45
Nike CL B (NKE) 0.0 $53k 750.00 71.04
Illinois Tool Works (ITW) 0.0 $53k 215.00 247.25
Nucor Corporation (NUE) 0.0 $52k 400.00 129.54
Dupont De Nemours (DD) 0.0 $50k 730.00 68.59
Northrop Grumman Corporation (NOC) 0.0 $50k 100.00 499.98
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $50k 600.00 82.86
Lowe's Companies (LOW) 0.0 $50k 223.00 221.87
Arista Networks Com Shs (ANET) 0.0 $49k 480.00 102.31
Deckers Outdoor Corporation (DECK) 0.0 $48k 468.00 103.07
Ishares Tr U.s. Energy Etf (IYE) 0.0 $48k 1.1k 45.22
Hp (HPQ) 0.0 $46k 1.9k 24.46
Lockheed Martin Corporation (LMT) 0.0 $46k 100.00 463.14
Kratos Defense & Sec Solutio Com New (KTOS) 0.0 $46k 990.00 46.45
Nuscale Pwr Corp Cl A Com (SMR) 0.0 $45k 1.1k 39.56
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $45k 832.00 53.96
Servicenow (NOW) 0.0 $44k 43.00 1028.09
Fidelity Covington Trust Clean Energy Etf (FRNW) 0.0 $44k 2.8k 15.60
Adobe Systems Incorporated (ADBE) 0.0 $43k 112.00 386.88
American Electric Power Company (AEP) 0.0 $42k 408.00 103.76
Ishares Tr Esg Select Scree (XJR) 0.0 $42k 1.1k 39.55
Cummins (CMI) 0.0 $41k 125.00 327.50
Comcast Corp Cl A (CMCSA) 0.0 $39k 1.1k 35.69
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $39k 634.00 61.21
Hewlett Packard Enterprise (HPE) 0.0 $39k 1.9k 20.45
Sempra Energy (SRE) 0.0 $38k 500.00 75.77
Target Corporation (TGT) 0.0 $37k 375.00 98.65
Cigna Corp (CI) 0.0 $37k 111.00 330.59
Tractor Supply Company (TSCO) 0.0 $35k 666.00 52.77
Worthington Stl Com Shs (WS) 0.0 $34k 1.2k 29.83
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.0 $34k 300.00 113.03
Prudential Financial (PRU) 0.0 $33k 304.00 107.44
Western Digital (WDC) 0.0 $32k 500.00 63.99
Vanguard World Utilities Etf (VPU) 0.0 $31k 175.00 176.51
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $30k 1.1k 27.67
Old Republic International Corporation (ORI) 0.0 $29k 750.00 38.44
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $29k 400.00 71.26
Carrier Global Corporation (CARR) 0.0 $28k 380.00 73.19
Intercontinental Exchange (ICE) 0.0 $28k 150.00 183.47
Delta Air Lines Inc Del Com New (DAL) 0.0 $27k 544.00 49.14
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $26k 233.00 113.41
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $26k 500.00 52.76
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $26k 975.00 26.50
American Financial (AFG) 0.0 $26k 204.00 126.40
Advanced Micro Devices (AMD) 0.0 $26k 180.00 141.90
Consolidated Edison (ED) 0.0 $25k 250.00 100.35
Asml Holding N V N Y Registry Shs (ASML) 0.0 $25k 31.00 801.42
At&t (T) 0.0 $24k 841.00 28.94
Novo-nordisk A S Adr (NVO) 0.0 $24k 350.00 69.02
Accenture Plc Ireland Shs Class A (ACN) 0.0 $24k 79.00 298.90
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $24k 261.00 90.12
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $23k 400.00 56.48
Ge Vernova (GEV) 0.0 $22k 42.00 529.17
Humana (HUM) 0.0 $22k 90.00 244.49
Alcoa (AA) 0.0 $22k 733.00 29.51
Zimmer Holdings (ZBH) 0.0 $20k 224.00 91.21
Joby Aviation Common Stock (JOBY) 0.0 $20k 1.9k 10.55
Cadence Design Systems (CDNS) 0.0 $20k 65.00 308.15
Invesco Exchange Traded Fd T Pharmaceuticals (PJP) 0.0 $20k 250.00 79.87
Dow (DOW) 0.0 $19k 727.00 26.48
Copart (CPRT) 0.0 $19k 392.00 49.07
Hldgs (UAL) 0.0 $19k 240.00 79.63
Ishares Tr Us Consum Discre (IYC) 0.0 $19k 190.00 99.64
Ishares Tr Us Aer Def Etf (ITA) 0.0 $19k 100.00 188.64
Aon Shs Cl A (AON) 0.0 $19k 52.00 356.77
Wp Carey (WPC) 0.0 $18k 293.00 62.38
Philip Morris International (PM) 0.0 $18k 100.00 182.13
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $18k 98.00 181.38
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $17k 184.00 93.88
Union Pacific Corporation (UNP) 0.0 $17k 73.00 230.08
Asa Gold And Precious Mtls L SHS (ASA) 0.0 $16k 500.00 31.57
Smucker J M Com New (SJM) 0.0 $16k 158.00 98.20
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $15k 180.00 81.66
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $15k 109.00 134.80
Chubb (CB) 0.0 $15k 50.00 289.72
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $13k 99.00 134.39
Mondelez Intl Cl A (MDLZ) 0.0 $13k 189.00 67.44
Waste Management (WM) 0.0 $12k 54.00 228.83
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $12k 86.00 141.94
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.0 $12k 231.00 52.34
T. Rowe Price (TROW) 0.0 $12k 125.00 96.50
Ishares Tr Expanded Tech (IGV) 0.0 $12k 110.00 109.50
Medtronic SHS (MDT) 0.0 $12k 138.00 87.17
Genuine Parts Company (GPC) 0.0 $12k 99.00 121.31
Verizon Communications (VZ) 0.0 $11k 264.00 43.32
Cognex Corporation (CGNX) 0.0 $11k 350.00 31.72
Gladstone Ld (LAND) 0.0 $11k 1.1k 10.17
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $11k 105.00 101.60
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $11k 862.00 12.24
Marsh & McLennan Companies (MMC) 0.0 $9.8k 45.00 218.64
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $9.6k 320.00 30.14
Rivian Automotive Com Cl A (RIVN) 0.0 $9.6k 700.00 13.74
General Mills (GIS) 0.0 $9.5k 184.00 51.82
Hilton Worldwide Holdings (HLT) 0.0 $9.3k 35.00 266.34
Micron Technology (MU) 0.0 $9.2k 75.00 123.25
DTE Energy Company (DTE) 0.0 $9.2k 70.00 132.01
Entergy Corporation (ETR) 0.0 $9.1k 110.00 83.13
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $9.0k 213.00 42.27
Ishares Tr Exponential Tech (XT) 0.0 $8.2k 125.00 65.26
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.0 $8.1k 148.00 54.47
Principal Financial (PFG) 0.0 $7.9k 100.00 79.43
Ishares Msci Aust Etf (EWA) 0.0 $7.9k 300.00 26.32
Global X Fds Fintech Etf (FINX) 0.0 $7.9k 230.00 34.22
Amgen (AMGN) 0.0 $7.8k 28.00 280.00
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $7.8k 276.00 28.12
Evergy (EVRG) 0.0 $7.5k 109.00 68.94
eBay (EBAY) 0.0 $7.4k 100.00 74.46
Renasant (RNST) 0.0 $7.3k 202.00 35.93
J P Morgan Exchange Traded F U S Tech Leaders (JTEK) 0.0 $7.1k 84.00 84.46
Keurig Dr Pepper (KDP) 0.0 $6.6k 200.00 33.06
Vanguard World Energy Etf (VDE) 0.0 $6.6k 55.00 119.13
Coreweave Com Cl A (CRWV) 0.0 $6.0k 37.00 163.08
Applied Digital Corp Com New (APLD) 0.0 $5.8k 571.00 10.07
Solventum Corp Com Shs (SOLV) 0.0 $5.5k 72.00 75.85
Brown Forman Corp CL B (BF.B) 0.0 $5.4k 200.00 26.91
Spdr Series Trust S&p Divid Etf (SDY) 0.0 $5.3k 39.00 135.74
Texas Roadhouse (TXRH) 0.0 $5.2k 28.00 185.96
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $5.0k 21.00 239.38
Spdr Series Trust Portfolio S&p500 (SPLG) 0.0 $4.7k 65.00 72.69
Marvell Technology (MRVL) 0.0 $4.6k 59.00 77.22
Invesco Db Commdy Indx Trck Unit (DBC) 0.0 $4.4k 200.00 21.81
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $4.2k 57.00 74.12
Walgreen Boots Alliance 0.0 $3.9k 340.00 11.48
Prologis (PLD) 0.0 $3.9k 37.00 105.14
Dt Midstream Common Stock (DTM) 0.0 $3.7k 34.00 109.91
Chemours (CC) 0.0 $3.7k 325.00 11.45
Ford Motor Company (F) 0.0 $3.7k 338.00 10.85
Global X Fds Clean Wtr Etf (AQWA) 0.0 $3.4k 177.00 18.97
Spdr Series Trust Aerospace Def (XAR) 0.0 $3.3k 16.00 206.19
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $3.1k 129.00 23.84
Global X Fds Lithium Btry Etf (LIT) 0.0 $2.9k 75.00 38.40
Nu Hldgs Ord Shs Cl A (NU) 0.0 $2.7k 200.00 13.72
Chewy Cl A (CHWY) 0.0 $2.1k 50.00 42.62
Builders FirstSource (BLDR) 0.0 $2.0k 17.00 116.71
Fair Isaac Corporation (FICO) 0.0 $1.8k 1.00 1828.00
SYNNEX Corporation (SNX) 0.0 $1.6k 12.00 135.75
Boston Beer Cl A (SAM) 0.0 $1.5k 8.00 190.88
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $1.5k 30.00 49.50
Spdr Series Trust Portfolio S&p600 (SPSM) 0.0 $1.4k 34.00 42.62
Global X Fds Dorsey Wright (GXDW) 0.0 $1.4k 55.00 25.78
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $1.4k 34.00 40.50
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.0 $1.2k 20.00 58.60
Defi Technologies (DEFT) 0.0 $1.0k 350.00 2.93
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $1.0k 24.00 42.75
Babcock & Wilcox Enterpr (BW) 0.0 $963.000000 1.0k 0.96
Vanguard Wellington Us Multifactor (VFMF) 0.0 $946.000300 7.00 135.14
Callaway Golf Company (MODG) 0.0 $805.000000 100.00 8.05
Paypal Holdings (PYPL) 0.0 $744.000000 10.00 74.40
Organon & Co Common Stock (OGN) 0.0 $677.999000 70.00 9.69
Concentrix Corp (CNXC) 0.0 $635.000400 12.00 52.92
Wabtec Corporation (WAB) 0.0 $629.000100 3.00 209.67
Viatris (VTRS) 0.0 $608.001600 68.00 8.94
NET Lease Office Properties (NLOP) 0.0 $586.000800 18.00 32.56
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $569.000000 2.00 284.50
South Bow Corp (SOBO) 0.0 $519.000000 20.00 25.95
Ishares Tr Us Telecom Etf (IYZ) 0.0 $506.999500 17.00 29.82
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.0 $444.000000 15.00 29.60
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $306.000100 7.00 43.71
Zimvie (ZIMV) 0.0 $205.999200 22.00 9.36
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $196.000000 1.00 196.00
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.0 $191.000000 2.00 95.50
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.0 $187.000200 6.00 31.17
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.0 $169.999800 6.00 28.33
Roblox Corp Cl A (RBLX) 0.0 $106.000000 1.00 106.00
Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $95.000000 4.00 23.75
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $92.000000 1.00 92.00
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.0 $73.000000 2.00 36.50