RMR Wealth Builders as of Dec. 31, 2024
Portfolio Holdings for RMR Wealth Builders
RMR Wealth Builders holds 253 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 9.3 | $90M | 218k | 410.44 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.0 | $87M | 161k | 538.81 | |
| Vanguard Index Fds Value Etf (VTV) | 8.2 | $79M | 463k | 169.30 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 7.9 | $76M | 1.2M | 62.31 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 4.5 | $43M | 107k | 401.58 | |
| Ishares Tr Core Msci Eafe (IEFA) | 3.9 | $38M | 534k | 70.28 | |
| NVIDIA Corporation (NVDA) | 3.6 | $34M | 256k | 134.29 | |
| Apple (AAPL) | 3.1 | $30M | 119k | 250.42 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 2.6 | $25M | 137k | 185.13 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 2.6 | $25M | 234k | 105.48 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 2.4 | $23M | 202k | 115.22 | |
| Microsoft Corporation (MSFT) | 2.2 | $21M | 50k | 421.50 | |
| Broadcom (AVGO) | 1.7 | $16M | 70k | 231.84 | |
| Amazon (AMZN) | 1.6 | $16M | 70k | 219.39 | |
| Ishares Tr National Mun Etf (MUB) | 1.6 | $15M | 143k | 106.55 | |
| First Tr Exchange-traded Managd Mun Etf (FMB) | 1.5 | $15M | 284k | 51.01 | |
| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 1.5 | $14M | 712k | 19.84 | |
| Pimco Etf Tr 0-5 High Yield (HYS) | 1.4 | $13M | 142k | 93.68 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.3 | $13M | 262k | 49.05 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $9.8M | 17k | 586.06 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.9 | $8.7M | 39k | 220.96 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.8 | $8.1M | 14k | 569.56 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $7.9M | 33k | 239.71 | |
| Meta Platforms Cl A (META) | 0.7 | $6.9M | 12k | 585.53 | |
| Tesla Motors (TSLA) | 0.6 | $6.2M | 15k | 403.83 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $5.9M | 11k | 511.25 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.6 | $5.9M | 243k | 24.06 | |
| Visa Com Cl A (V) | 0.5 | $5.0M | 16k | 316.03 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $4.8M | 63k | 75.61 | |
| Select Sector Spdr Tr Technology (XLK) | 0.5 | $4.7M | 20k | 232.52 | |
| Home Depot (HD) | 0.5 | $4.4M | 11k | 388.97 | |
| Costco Wholesale Corporation (COST) | 0.5 | $4.4M | 4.8k | 916.35 | |
| Netflix (NFLX) | 0.5 | $4.3M | 4.9k | 891.35 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $4.1M | 22k | 190.44 | |
| Eli Lilly & Co. (LLY) | 0.4 | $3.6M | 4.7k | 772.02 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.5M | 7.8k | 453.28 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $3.5M | 151k | 23.18 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $3.4M | 32k | 107.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $3.2M | 17k | 189.30 | |
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $3.2M | 18k | 172.42 | |
| Intuitive Surgical Com New (ISRG) | 0.3 | $3.0M | 5.7k | 521.96 | |
| Verizon Communications (VZ) | 0.3 | $2.8M | 69k | 39.99 | |
| Federated Hermes Etf Trust Hermes Total Ret (FTRB) | 0.3 | $2.8M | 112k | 24.68 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $2.7M | 40k | 68.94 | |
| salesforce (CRM) | 0.3 | $2.7M | 8.2k | 334.34 | |
| Wal-Mart Stores (WMT) | 0.3 | $2.7M | 30k | 90.35 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $2.7M | 7.8k | 342.15 | |
| Merck & Co (MRK) | 0.3 | $2.6M | 27k | 99.48 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.3 | $2.6M | 9.1k | 288.86 | |
| Chevron Corporation (CVX) | 0.3 | $2.6M | 18k | 144.84 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $2.5M | 30k | 81.98 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.4M | 4.5k | 526.58 | |
| Constellation Energy (CEG) | 0.2 | $2.3M | 11k | 223.71 | |
| Advanced Micro Devices (AMD) | 0.2 | $2.3M | 19k | 120.79 | |
| American Express Company (AXP) | 0.2 | $2.3M | 7.7k | 296.78 | |
| Goldman Sachs (GS) | 0.2 | $2.2M | 3.9k | 572.56 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $2.2M | 5.2k | 425.50 | |
| Procter & Gamble Company (PG) | 0.2 | $2.2M | 13k | 167.64 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $2.1M | 4.8k | 444.65 | |
| UnitedHealth (UNH) | 0.2 | $2.0M | 4.0k | 505.82 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.9M | 5.4k | 351.77 | |
| Phillips Edison & Co Common Stock (PECO) | 0.2 | $1.9M | 50k | 37.46 | |
| Marsh & McLennan Companies (MMC) | 0.2 | $1.8M | 8.6k | 212.41 | |
| International Business Machines (IBM) | 0.2 | $1.8M | 8.1k | 219.82 | |
| Waste Management (WM) | 0.2 | $1.8M | 8.8k | 201.80 | |
| Abbvie (ABBV) | 0.2 | $1.8M | 9.9k | 177.70 | |
| Honeywell International (HON) | 0.2 | $1.7M | 7.7k | 225.90 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.7M | 4.2k | 402.71 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $1.7M | 16k | 107.74 | |
| 3M Company (MMM) | 0.2 | $1.7M | 13k | 129.09 | |
| American Tower Reit (AMT) | 0.2 | $1.7M | 9.0k | 183.41 | |
| McDonald's Corporation (MCD) | 0.2 | $1.6M | 5.6k | 289.87 | |
| Linde SHS (LIN) | 0.2 | $1.6M | 3.8k | 418.67 | |
| Intuit (INTU) | 0.2 | $1.6M | 2.5k | 628.56 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $1.5M | 41k | 37.53 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.5M | 11k | 137.57 | |
| S&p Global (SPGI) | 0.2 | $1.5M | 3.1k | 498.11 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $1.5M | 3.1k | 485.89 | |
| Cme (CME) | 0.2 | $1.5M | 6.5k | 232.23 | |
| TJX Companies (TJX) | 0.2 | $1.5M | 12k | 120.81 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.5M | 2.1k | 692.96 | |
| Public Service Enterprise (PEG) | 0.1 | $1.4M | 17k | 84.49 | |
| Qualcomm (QCOM) | 0.1 | $1.4M | 9.2k | 153.62 | |
| General Motors Company (GM) | 0.1 | $1.3M | 25k | 53.27 | |
| Fidelity National Information Services (FIS) | 0.1 | $1.3M | 16k | 80.77 | |
| Corning Incorporated (GLW) | 0.1 | $1.3M | 27k | 47.52 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.3M | 6.5k | 197.49 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.3M | 2.4k | 520.33 | |
| The Trade Desk Com Cl A (TTD) | 0.1 | $1.2M | 11k | 117.52 | |
| Chubb (CB) | 0.1 | $1.2M | 4.5k | 276.31 | |
| Martin Marietta Materials (MLM) | 0.1 | $1.2M | 2.4k | 516.44 | |
| Coca-Cola Company (KO) | 0.1 | $1.2M | 19k | 62.26 | |
| Oracle Corporation (ORCL) | 0.1 | $1.2M | 7.2k | 166.64 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $1.2M | 20k | 60.30 | |
| PNC Financial Services (PNC) | 0.1 | $1.2M | 6.1k | 192.86 | |
| Shopify Cl A (SHOP) | 0.1 | $1.2M | 11k | 106.33 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.2M | 13k | 88.40 | |
| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $1.2M | 45k | 25.92 | |
| Twilio Cl A (TWLO) | 0.1 | $1.1M | 10k | 108.08 | |
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.1M | 23k | 48.33 | |
| Bank of America Corporation (BAC) | 0.1 | $1.1M | 25k | 43.95 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.0M | 13k | 80.93 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $1.0M | 5.5k | 187.51 | |
| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.1 | $1.0M | 46k | 22.48 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.0M | 4.2k | 242.16 | |
| CoStar (CSGP) | 0.1 | $998k | 14k | 71.59 | |
| Intercontinental Exchange (ICE) | 0.1 | $987k | 6.6k | 149.01 | |
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $979k | 9.6k | 102.09 | |
| Gilead Sciences (GILD) | 0.1 | $958k | 10k | 92.37 | |
| Uber Technologies (UBER) | 0.1 | $934k | 16k | 60.32 | |
| Union Pacific Corporation (UNP) | 0.1 | $910k | 4.0k | 228.05 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $907k | 6.9k | 132.11 | |
| Hilton Worldwide Holdings (HLT) | 0.1 | $899k | 3.6k | 247.16 | |
| Paccar (PCAR) | 0.1 | $894k | 8.6k | 104.02 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $885k | 10k | 85.66 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $880k | 32k | 27.71 | |
| CSX Corporation (CSX) | 0.1 | $843k | 26k | 32.27 | |
| Truist Financial Corp equities (TFC) | 0.1 | $831k | 19k | 43.38 | |
| Main Street Capital Corporation (MAIN) | 0.1 | $828k | 14k | 58.58 | |
| Docusign (DOCU) | 0.1 | $819k | 9.1k | 89.94 | |
| Walt Disney Company (DIS) | 0.1 | $819k | 7.4k | 111.35 | |
| Citigroup Com New (C) | 0.1 | $805k | 11k | 70.39 | |
| Boston Scientific Corporation (BSX) | 0.1 | $790k | 8.8k | 89.32 | |
| Palo Alto Networks (PANW) | 0.1 | $758k | 4.2k | 181.97 | |
| Marvell Technology (MRVL) | 0.1 | $756k | 6.8k | 110.45 | |
| Guidewire Software (GWRE) | 0.1 | $737k | 4.4k | 168.58 | |
| Lowe's Companies (LOW) | 0.1 | $735k | 3.0k | 246.78 | |
| Johnson & Johnson (JNJ) | 0.1 | $718k | 5.0k | 144.63 | |
| Capital One Financial (COF) | 0.1 | $716k | 4.0k | 178.32 | |
| Monolithic Power Systems (MPWR) | 0.1 | $691k | 1.2k | 591.70 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $681k | 1.00 | 680920.00 | |
| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.1 | $669k | 64k | 10.46 | |
| Dow (DOW) | 0.1 | $654k | 16k | 40.13 | |
| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.1 | $653k | 21k | 30.88 | |
| CVS Caremark Corporation (CVS) | 0.1 | $621k | 14k | 44.89 | |
| Nextera Energy (NEE) | 0.1 | $619k | 8.6k | 71.69 | |
| Icici Bank Adr (IBN) | 0.1 | $617k | 21k | 29.86 | |
| Booking Holdings (BKNG) | 0.1 | $616k | 124.00 | 4968.42 | |
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $601k | 13k | 47.39 | |
| Fastenal Company (FAST) | 0.1 | $588k | 8.2k | 71.91 | |
| Teradyne (TER) | 0.1 | $572k | 4.5k | 125.92 | |
| Electronic Arts (EA) | 0.1 | $567k | 3.9k | 146.30 | |
| Transunion (TRU) | 0.1 | $547k | 5.9k | 92.71 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $545k | 7.2k | 75.63 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $540k | 7.3k | 74.01 | |
| Caterpillar (CAT) | 0.1 | $535k | 1.5k | 362.64 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $535k | 29k | 18.50 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $530k | 1.6k | 322.19 | |
| Nuveen Nj Div Advantage Mun (NXJ) | 0.1 | $527k | 43k | 12.17 | |
| Eaton Corp SHS (ETN) | 0.1 | $520k | 1.6k | 331.87 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $520k | 4.5k | 115.55 | |
| Morgan Stanley Com New (MS) | 0.1 | $520k | 4.1k | 125.72 | |
| Becton, Dickinson and (BDX) | 0.1 | $518k | 2.3k | 226.83 | |
| Humana (HUM) | 0.1 | $513k | 2.0k | 253.76 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $502k | 15k | 34.13 | |
| Tyler Technologies (TYL) | 0.1 | $501k | 868.00 | 576.64 | |
| Ishares Tr Us Br Del Se Etf (IAI) | 0.1 | $487k | 3.4k | 144.10 | |
| Enbridge (ENB) | 0.1 | $487k | 12k | 42.43 | |
| Paypal Holdings (PYPL) | 0.0 | $471k | 5.5k | 85.35 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $469k | 6.3k | 74.27 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $468k | 794.00 | 588.98 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $452k | 9.0k | 50.13 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $452k | 5.6k | 81.25 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $443k | 5.7k | 78.01 | |
| MarketAxess Holdings (MKTX) | 0.0 | $442k | 2.0k | 226.04 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $435k | 1.9k | 224.33 | |
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $420k | 9.4k | 44.92 | |
| Keysight Technologies (KEYS) | 0.0 | $417k | 2.6k | 160.63 | |
| Dex (DXCM) | 0.0 | $412k | 5.3k | 77.77 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $408k | 939.00 | 434.93 | |
| Royal Gold (RGLD) | 0.0 | $408k | 3.1k | 131.85 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $400k | 15k | 27.32 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $398k | 4.5k | 87.90 | |
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $397k | 3.0k | 131.75 | |
| Iron Mountain (IRM) | 0.0 | $394k | 3.8k | 105.12 | |
| Snap Cl A (SNAP) | 0.0 | $393k | 37k | 10.77 | |
| Middleby Corporation (MIDD) | 0.0 | $388k | 2.9k | 135.45 | |
| Hercules Technology Growth Capital (HTGC) | 0.0 | $383k | 19k | 20.09 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $383k | 1.9k | 203.09 | |
| Applied Materials (AMAT) | 0.0 | $379k | 2.3k | 162.65 | |
| MercadoLibre (MELI) | 0.0 | $375k | 220.00 | 1704.16 | |
| Fiserv (FI) | 0.0 | $370k | 1.8k | 205.42 | |
| Sherwin-Williams Company (SHW) | 0.0 | $369k | 1.1k | 339.98 | |
| RPM International (RPM) | 0.0 | $369k | 3.0k | 123.06 | |
| Trex Company (TREX) | 0.0 | $364k | 5.3k | 69.03 | |
| Microchip Technology (MCHP) | 0.0 | $362k | 6.3k | 57.35 | |
| Cisco Systems (CSCO) | 0.0 | $359k | 6.1k | 59.20 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $358k | 1.4k | 248.37 | |
| Fortinet (FTNT) | 0.0 | $357k | 3.8k | 94.48 | |
| Gartner (IT) | 0.0 | $351k | 725.00 | 484.47 | |
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $348k | 6.8k | 50.97 | |
| Metropcs Communications (TMUS) | 0.0 | $345k | 1.6k | 220.73 | |
| Universal Display Corporation (OLED) | 0.0 | $341k | 2.3k | 146.20 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $337k | 2.6k | 131.31 | |
| Boeing Company (BA) | 0.0 | $333k | 1.9k | 177.00 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $325k | 1.8k | 176.42 | |
| Bristol Myers Squibb (BMY) | 0.0 | $322k | 5.7k | 56.56 | |
| A. O. Smith Corporation (AOS) | 0.0 | $320k | 4.7k | 68.21 | |
| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.0 | $319k | 6.2k | 51.23 | |
| Consolidated Edison (ED) | 0.0 | $319k | 3.6k | 89.24 | |
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $316k | 2.9k | 110.09 | |
| Intel Corporation (INTC) | 0.0 | $312k | 16k | 20.05 | |
| Edwards Lifesciences (EW) | 0.0 | $311k | 4.2k | 74.03 | |
| Marriott Intl Cl A (MAR) | 0.0 | $309k | 1.1k | 279.04 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $307k | 1.6k | 189.98 | |
| Scotts Miracle-gro Cl A (SMG) | 0.0 | $305k | 4.6k | 66.34 | |
| At&t (T) | 0.0 | $304k | 13k | 22.77 | |
| IDEX Corporation (IEX) | 0.0 | $301k | 1.4k | 209.29 | |
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $297k | 9.7k | 30.73 | |
| Philip Morris International (PM) | 0.0 | $296k | 2.5k | 120.34 | |
| L3harris Technologies (LHX) | 0.0 | $294k | 1.4k | 210.28 | |
| Ishares Tr Core Divid Etf (DIVB) | 0.0 | $291k | 6.1k | 47.40 | |
| Prologis (PLD) | 0.0 | $278k | 2.6k | 105.71 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $277k | 4.8k | 57.53 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $267k | 1.5k | 176.99 | |
| Block Cl A (XYZ) | 0.0 | $267k | 3.1k | 84.99 | |
| BorgWarner (BWA) | 0.0 | $261k | 8.2k | 31.79 | |
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.0 | $254k | 9.1k | 27.88 | |
| McKesson Corporation (MCK) | 0.0 | $254k | 445.00 | 569.60 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $252k | 753.00 | 334.12 | |
| Sap Se Spon Adr (SAP) | 0.0 | $246k | 1.0k | 246.21 | |
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $246k | 2.5k | 96.79 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $245k | 2.8k | 86.02 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $242k | 7.7k | 31.44 | |
| Frontline (FRO) | 0.0 | $240k | 17k | 14.19 | |
| Elanco Animal Health (ELAN) | 0.0 | $240k | 20k | 12.11 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $238k | 1.8k | 132.22 | |
| Micron Technology (MU) | 0.0 | $238k | 2.8k | 84.15 | |
| ConocoPhillips (COP) | 0.0 | $237k | 2.4k | 99.17 | |
| Wisdomtree Tr Glb Us Qtly Div (DNL) | 0.0 | $236k | 6.5k | 35.98 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $235k | 1.7k | 139.50 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $233k | 881.00 | 264.20 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $231k | 3.9k | 59.72 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $231k | 2.0k | 115.73 | |
| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.0 | $230k | 3.8k | 60.59 | |
| Wisdomtree Tr Us Multifactor (USMF) | 0.0 | $230k | 4.6k | 49.68 | |
| Draftkings Com Cl A (DKNG) | 0.0 | $226k | 6.1k | 37.20 | |
| Blackrock N Y Mun Income Tru Sh Ben Int (BNY) | 0.0 | $225k | 22k | 10.19 | |
| Liberty Global Com Cl C (LBTYK) | 0.0 | $223k | 17k | 13.14 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $220k | 10k | 21.16 | |
| Rbc Cad (RY) | 0.0 | $219k | 1.8k | 120.51 | |
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $218k | 6.8k | 31.95 | |
| Selective Insurance (SIGI) | 0.0 | $217k | 2.3k | 93.51 | |
| Snowflake Cl A (SNOW) | 0.0 | $216k | 1.4k | 154.36 | |
| Ubs Group SHS (UBS) | 0.0 | $212k | 7.0k | 30.32 | |
| Ge Aerospace Com New (GE) | 0.0 | $208k | 1.2k | 166.77 | |
| Avery Dennison Corporation (AVY) | 0.0 | $205k | 1.1k | 187.21 | |
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $188k | 10k | 18.22 | |
| BCB Ban (BCBP) | 0.0 | $159k | 14k | 11.84 | |
| Vale S A Sponsored Ads (VALE) | 0.0 | $96k | 11k | 8.87 | |
| Fibrobiologics Com Shs (FBLG) | 0.0 | $77k | 38k | 2.00 | |
| Meta Financial (CASH) | 0.0 | $61k | 40k | 1.51 | |
| Pimco High Income Com Shs (PHK) | 0.0 | $56k | 12k | 4.86 |
