Roble, Belko & Company as of Dec. 31, 2024
Portfolio Holdings for Roble, Belko & Company
Roble, Belko & Company holds 420 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 Etf (VTI) | 17.7 | $111M | 385k | 289.81 | |
| Vanguard Star Fds Etf (VXUS) | 7.3 | $46M | 784k | 58.93 | |
| Vanguard Bd Index Fds Etf (BND) | 5.9 | $37M | 515k | 71.91 | |
| Vanguard Tax-managed Fds Etf (VEA) | 4.9 | $31M | 645k | 47.82 | |
| Vanguard Whitehall Fds Etf (VYM) | 4.0 | $25M | 198k | 127.59 | |
| Vanguard Intl Equity Index Etf (VEU) | 3.8 | $24M | 421k | 57.41 | |
| Spdr S&p 500 Etf Tr Etf (SPY) | 3.8 | $24M | 41k | 586.08 | |
| Select Sector Spdr Tr Etf (XLK) | 3.7 | $23M | 99k | 232.52 | |
| Vanguard Whitehall Fds Etf (VYMI) | 3.5 | $22M | 320k | 67.88 | |
| Ishares Tr Rus 1000 Grw Etf Etf (IWF) | 3.3 | $21M | 52k | 401.57 | |
| Ishares Tr Blackrock Ultra Etf (ICSH) | 3.2 | $20M | 404k | 50.43 | |
| Vanguard Index Fds Etf (VV) | 3.2 | $20M | 74k | 269.70 | |
| Schwab Strategic Tr Etf (SCHB) | 2.7 | $17M | 761k | 22.70 | |
| Vanguard Index Fds Etf (VNQ) | 2.7 | $17M | 191k | 89.08 | |
| Vanguard Scottsdale Etf (VGIT) | 2.6 | $16M | 277k | 58.00 | |
| Ishares Tr Russell 3000 Etf Etf (IWV) | 2.0 | $12M | 37k | 334.25 | |
| Ishares Tr S&p 100 Etf Etf (OEF) | 1.5 | $9.7M | 33k | 288.84 | |
| Vanguard Malvern Fds Etf (VTIP) | 1.5 | $9.6M | 199k | 48.42 | |
| Vanguard Intl Equity Index Etf (VWO) | 1.4 | $9.1M | 207k | 44.04 | |
| Ishares Tr Core S&p Scp Etf Etf (IJR) | 1.3 | $8.3M | 72k | 115.22 | |
| Ishares Tr Core S&p Ttl Stk Etf (ITOT) | 1.3 | $8.0M | 62k | 128.63 | |
| Spdr Index Shs Fds Portfolio Devlpd Etf (SPDW) | 1.2 | $7.8M | 229k | 34.13 | |
| Schwab Strategic Tr Etf (SCHF) | 0.9 | $5.8M | 312k | 18.50 | |
| Ishares Tr Rus 1000 Etf Etf (IWB) | 0.9 | $5.5M | 17k | 322.13 | |
| Spdr Ser Tr Portfoli S&p1500 Etf (SPTM) | 0.8 | $4.8M | 67k | 71.43 | |
| Ishares Tr Core Msci Eafe Etf (IEFA) | 0.7 | $4.4M | 63k | 70.29 | |
| Vanguard Index Fds Etf (VB) | 0.7 | $4.4M | 18k | 240.28 | |
| MasterCard Incorporated (MA) | 0.6 | $3.9M | 7.3k | 526.54 | |
| TJX Companies (TJX) | 0.6 | $3.8M | 31k | 120.81 | |
| Vanguard Scottsdale Fds Etf (VGSH) | 0.6 | $3.8M | 65k | 58.18 | |
| Ishares Tr Core Msci Total Etf (IXUS) | 0.5 | $2.9M | 44k | 66.14 | |
| Ishares Tr Msci Eafe Etf Etf (EFA) | 0.4 | $2.6M | 34k | 75.62 | |
| Spdr Ser Tr S&p Divid Etf Etf (SDY) | 0.4 | $2.5M | 19k | 132.11 | |
| Vanguard Index Fds Etf (VOO) | 0.3 | $2.2M | 4.1k | 538.78 | |
| International Business Machines (IBM) | 0.3 | $2.2M | 10k | 219.80 | |
| Microsoft Corporation (MSFT) | 0.3 | $2.2M | 5.2k | 421.44 | |
| Ishares Tr S&p 500 Val Etf Etf (IVE) | 0.3 | $2.1M | 11k | 190.87 | |
| Vanguard Bd Index Fds Etf (VUSB) | 0.3 | $1.9M | 39k | 49.63 | |
| J P Morgan Exchange Etf (JPST) | 0.3 | $1.9M | 38k | 50.37 | |
| Ishares Tr Rus Mid Cap Etf Etf (IWR) | 0.3 | $1.8M | 20k | 88.41 | |
| Ishares Tr Us Treas Bd Etf Etf (GOVT) | 0.3 | $1.8M | 77k | 22.98 | |
| Ishares Tr Core S&p500 Etf Etf (IVV) | 0.3 | $1.6M | 2.8k | 588.70 | |
| Ishares Tr Cre U S Reit Etf Etf (USRT) | 0.3 | $1.6M | 28k | 57.31 | |
| Ishares Inc Core Msci Emkt Etf (IEMG) | 0.2 | $1.3M | 24k | 52.20 | |
| Schwab Strategic Tr Etf (SCHH) | 0.2 | $1.1M | 53k | 21.06 | |
| Pimco Etf Tr Etf (MINT) | 0.2 | $1.1M | 11k | 100.36 | |
| Invesco Qqq Tr Etf (QQQ) | 0.2 | $1.1M | 2.1k | 511.39 | |
| Ansys (ANSS) | 0.2 | $1.0M | 3.1k | 337.41 | |
| Vanguard Index Fds Etf (VXF) | 0.2 | $1.0M | 5.3k | 190.04 | |
| Ishares Tr Ibonds Dec25 Etf Etf (IBDQ) | 0.2 | $1.0M | 40k | 25.05 | |
| Ishares U S Etf Tr Blackrock St Mat Etf (NEAR) | 0.2 | $988k | 20k | 50.52 | |
| Apple (AAPL) | 0.2 | $983k | 3.9k | 250.38 | |
| Ishares Tr Ibonds Dec 29 Etf (IBDU) | 0.2 | $967k | 42k | 22.80 | |
| Oneok (OKE) | 0.1 | $938k | 9.3k | 100.45 | |
| Amazon (AMZN) | 0.1 | $938k | 4.3k | 219.36 | |
| Select Sector Spdr Tr Etf (XLV) | 0.1 | $932k | 6.8k | 137.56 | |
| Abbvie (ABBV) | 0.1 | $916k | 5.2k | 177.66 | |
| Invesco Actvely Mngd Etc Fd Optimum Yield Etf (PDBC) | 0.1 | $908k | 70k | 12.99 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $902k | 5.2k | 172.50 | |
| Asml Holding (ASML) | 0.1 | $862k | 1.2k | 692.93 | |
| Ishares Tr Msci Emg Mkt Etf Etf (EEM) | 0.1 | $839k | 20k | 41.80 | |
| Select Sector Spdr Tr Etf (XLP) | 0.1 | $780k | 9.9k | 78.64 | |
| Ishares Tr Short Treas Bd Etf (SHV) | 0.1 | $780k | 7.1k | 110.08 | |
| Applied Materials (AMAT) | 0.1 | $746k | 4.6k | 162.60 | |
| Ishares Tr Rus 1000 Val Etf Etf (IWD) | 0.1 | $686k | 3.7k | 185.16 | |
| Vanguard Intl Equity Index F Etf (VT) | 0.1 | $665k | 5.7k | 117.53 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $655k | 6.1k | 107.50 | |
| Oracle Corporation (ORCL) | 0.1 | $637k | 3.8k | 166.54 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $627k | 1.4k | 452.05 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $548k | 2.3k | 239.72 | |
| Ishares Tr Ibonds Dec2026 Etf (IBDR) | 0.1 | $548k | 23k | 24.07 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $546k | 2.9k | 190.58 | |
| Ishares Tr Core S&p Us Vlu Etf (IUSV) | 0.1 | $543k | 5.9k | 92.60 | |
| Simon Property (SPG) | 0.1 | $517k | 3.0k | 172.33 | |
| Johnson & Johnson (JNJ) | 0.1 | $501k | 3.5k | 144.67 | |
| Advanced Micro Devices (AMD) | 0.1 | $479k | 4.0k | 120.72 | |
| Ishares Tr Ibds Dec28 Etf Etf (IBDT) | 0.1 | $476k | 19k | 24.91 | |
| Ishares Tr Ibonds Dec 2030 Etf (IBDV) | 0.1 | $464k | 22k | 21.35 | |
| United Parcel Service (UPS) | 0.1 | $443k | 3.5k | 126.07 | |
| Qualcomm (QCOM) | 0.1 | $431k | 2.8k | 153.65 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $406k | 1.9k | 212.57 | |
| Ishares Tr Ibonds Dec 2031 Etf (IBDW) | 0.1 | $404k | 20k | 20.34 | |
| Ishares Tr Etf (IEI) | 0.1 | $396k | 3.4k | 115.49 | |
| Ishares Tr 7-10 Yr Trsy Bd Etf (IEF) | 0.1 | $392k | 4.2k | 92.41 | |
| Ishares Tr Ibonds 27 Etf Etf (IBDS) | 0.1 | $380k | 16k | 23.95 | |
| Procter & Gamble Company (PG) | 0.1 | $377k | 2.3k | 167.56 | |
| Vanguard Whitehall Fds Etf (VIGI) | 0.1 | $352k | 4.4k | 80.07 | |
| Schwab Strategic Tr Etf (SCHE) | 0.1 | $351k | 13k | 26.63 | |
| Cisco Systems (CSCO) | 0.1 | $324k | 5.5k | 59.18 | |
| Ishares Tr S&p 500 Grwt Etf Etf (IVW) | 0.1 | $324k | 3.2k | 101.38 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $313k | 1.1k | 284.03 | |
| PNC Financial Services (PNC) | 0.0 | $313k | 1.6k | 192.97 | |
| Servicenow (NOW) | 0.0 | $297k | 280.00 | 1060.71 | |
| Ishares Tr Etf (IYW) | 0.0 | $293k | 1.8k | 159.67 | |
| Citigroup (C) | 0.0 | $282k | 4.0k | 70.50 | |
| Accenture (ACN) | 0.0 | $256k | 727.00 | 352.13 | |
| Duke Energy (DUK) | 0.0 | $235k | 2.2k | 107.70 | |
| Philip Morris International (PM) | 0.0 | $229k | 1.9k | 120.53 | |
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $226k | 27k | 8.28 | |
| Automatic Data Processing (ADP) | 0.0 | $226k | 771.00 | 293.13 | |
| Dimensional Etf Trust Etf (DFAC) | 0.0 | $224k | 6.5k | 34.58 | |
| Vanguard Intl Equity Index F Etf (VSS) | 0.0 | $223k | 1.9k | 114.65 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $203k | 1.1k | 189.72 | |
| Cirrus Logic (CRUS) | 0.0 | $199k | 2.0k | 99.50 | |
| Ishares Tr S&p Sml 600 Gwt Etf (IJT) | 0.0 | $192k | 1.4k | 135.21 | |
| Corteva (CTVA) | 0.0 | $180k | 3.2k | 56.85 | |
| Tesla Motors (TSLA) | 0.0 | $176k | 435.00 | 404.60 | |
| HEICO Corporation (HEI.A) | 0.0 | $172k | 922.00 | 186.55 | |
| Vanguard Specialized Etf (VIG) | 0.0 | $172k | 880.00 | 195.45 | |
| Schwab Strategic Tr Etf (SCHD) | 0.0 | $165k | 6.0k | 27.30 | |
| Fiserv (FI) | 0.0 | $164k | 800.00 | 205.00 | |
| Ishares Tr 1 3 Yr Treas Bd Etf (SHY) | 0.0 | $160k | 2.0k | 81.80 | |
| Dimensional Etf Trust Internatnal Val Etf (DFIV) | 0.0 | $159k | 4.5k | 35.42 | |
| Vanguard World Fds Etf (MGC) | 0.0 | $158k | 742.00 | 212.94 | |
| Lululemon Athletica (LULU) | 0.0 | $156k | 407.00 | 383.29 | |
| Wisdomtree Tr Us Largecap Divd Etf (DLN) | 0.0 | $156k | 2.0k | 78.00 | |
| Pfizer (PFE) | 0.0 | $154k | 5.8k | 26.55 | |
| Ishares Tr Ibonds Dec 2032 Etf (IBDX) | 0.0 | $151k | 6.1k | 24.60 | |
| Vanguard Bd Index Fds Etf (BSV) | 0.0 | $146k | 1.9k | 77.25 | |
| L.B. Foster Company (FSTR) | 0.0 | $135k | 5.0k | 27.00 | |
| Facebook Inc cl a (META) | 0.0 | $135k | 230.00 | 586.96 | |
| Vanguard World Fds Etf (VDE) | 0.0 | $134k | 1.1k | 121.16 | |
| Ishares Tr Russell 2000 Etf Etf (IWM) | 0.0 | $131k | 592.00 | 221.28 | |
| Altria (MO) | 0.0 | $130k | 2.5k | 52.31 | |
| Enbridge (ENB) | 0.0 | $126k | 3.0k | 42.38 | |
| Schwab Strategic Tr Int-trm U.s Tres Etf (SCHR) | 0.0 | $125k | 5.1k | 24.33 | |
| Axon Enterprise (AXON) | 0.0 | $119k | 200.00 | 595.00 | |
| Sempra Energy (SRE) | 0.0 | $115k | 1.3k | 87.39 | |
| FedEx Corporation (FDX) | 0.0 | $114k | 405.00 | 281.48 | |
| General Motors Company (GM) | 0.0 | $113k | 2.1k | 53.45 | |
| Schwab Strategic Tr Us Tips Etf Etf (SCHP) | 0.0 | $112k | 4.3k | 25.84 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $112k | 279.00 | 401.43 | |
| At&t (T) | 0.0 | $110k | 4.8k | 22.74 | |
| Home Depot (HD) | 0.0 | $103k | 266.00 | 387.22 | |
| Vanguard Admiral Fds Etf (VIOO) | 0.0 | $101k | 954.00 | 105.87 | |
| Eaton (ETN) | 0.0 | $100k | 300.00 | 333.33 | |
| Southern Company (SO) | 0.0 | $95k | 1.2k | 82.32 | |
| Pepsi (PEP) | 0.0 | $94k | 621.00 | 151.37 | |
| Boeing Company (BA) | 0.0 | $92k | 522.00 | 176.25 | |
| CVS Caremark Corporation (CVS) | 0.0 | $90k | 2.0k | 44.87 | |
| Visa (V) | 0.0 | $89k | 281.00 | 316.73 | |
| Consolidated Edison (ED) | 0.0 | $89k | 1.0k | 89.00 | |
| McDonald's Corporation (MCD) | 0.0 | $87k | 300.00 | 290.00 | |
| Invesco Exch Traded Etf (SPLV) | 0.0 | $86k | 1.2k | 69.92 | |
| Walt Disney Company (DIS) | 0.0 | $85k | 759.00 | 111.99 | |
| Taiwan Semiconductor Mfg Adr (TSM) | 0.0 | $83k | 421.00 | 197.15 | |
| Steel Dynamics (STLD) | 0.0 | $82k | 719.00 | 114.05 | |
| Goldman Sachs Etf Tr Etf (GSLC) | 0.0 | $78k | 677.00 | 115.21 | |
| WesBan (WSBC) | 0.0 | $78k | 2.4k | 32.51 | |
| Grayscale Bitcoin Ord (GBTC) | 0.0 | $76k | 1.0k | 74.44 | |
| T. Rowe Price (TROW) | 0.0 | $75k | 660.00 | 113.64 | |
| UnitedHealth (UNH) | 0.0 | $74k | 146.00 | 506.85 | |
| Select Sector Spdr Tr Etf (XLY) | 0.0 | $72k | 323.00 | 222.91 | |
| Corning Incorporated (GLW) | 0.0 | $71k | 1.5k | 47.33 | |
| Verizon Communications (VZ) | 0.0 | $68k | 1.7k | 40.00 | |
| International Flavors & Fragrances (IFF) | 0.0 | $68k | 800.00 | 85.00 | |
| Broadridge Financial Solutions (BR) | 0.0 | $67k | 295.00 | 227.12 | |
| PPL Corporation (PPL) | 0.0 | $63k | 2.0k | 32.24 | |
| Coca-Cola Company (KO) | 0.0 | $63k | 1.0k | 62.38 | |
| Invesco Exch Traded Etf (QQQJ) | 0.0 | $62k | 2.0k | 30.80 | |
| Ishares Tr Core S&p Mcp Etf Etf (IJH) | 0.0 | $60k | 971.00 | 61.79 | |
| Nucor Corporation (NUE) | 0.0 | $59k | 503.00 | 117.30 | |
| Dupont De Nemours (DD) | 0.0 | $58k | 766.00 | 75.72 | |
| Dow (DOW) | 0.0 | $57k | 1.4k | 40.31 | |
| Abbott Laboratories (ABT) | 0.0 | $57k | 500.00 | 114.00 | |
| Ishares Tr Rus 2000 Val Etf Etf (IWN) | 0.0 | $56k | 340.00 | 164.71 | |
| J P Morgan Nasdaq Eqt Prem Etf (JEPQ) | 0.0 | $51k | 908.00 | 56.17 | |
| Lowe's Companies (LOW) | 0.0 | $51k | 206.00 | 247.57 | |
| Union Pacific Corporation (UNP) | 0.0 | $49k | 213.00 | 230.05 | |
| Edwards Lifesciences (EW) | 0.0 | $46k | 618.00 | 74.43 | |
| Novartis Adr (NVS) | 0.0 | $46k | 470.00 | 97.87 | |
| Schlumberger (SLB) | 0.0 | $46k | 1.2k | 38.33 | |
| J P Morgan Equity Premium Etf (JEPI) | 0.0 | $44k | 763.00 | 57.67 | |
| Broadcom (AVGO) | 0.0 | $44k | 190.00 | 231.58 | |
| Pinnacle West Capital Corporation (PNW) | 0.0 | $42k | 500.00 | 84.00 | |
| Veeva Sys Inc cl a (VEEV) | 0.0 | $42k | 201.00 | 208.96 | |
| Burlington Stores (BURL) | 0.0 | $41k | 143.00 | 286.71 | |
| Vanguard World Fds Etf (ESGV) | 0.0 | $41k | 391.00 | 104.86 | |
| Spdr Gold Tr Etf (GLD) | 0.0 | $40k | 167.00 | 239.52 | |
| Micron Technology (MU) | 0.0 | $40k | 477.00 | 83.86 | |
| Vanguard World Fds Etf (VHT) | 0.0 | $39k | 155.00 | 251.61 | |
| Schwab Strategic Tr Us Lcap Gr Etf Etf (SCHG) | 0.0 | $38k | 1.4k | 28.02 | |
| PPG Industries (PPG) | 0.0 | $38k | 320.00 | 118.75 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $37k | 71.00 | 521.13 | |
| Ameriprise Financial (AMP) | 0.0 | $37k | 69.00 | 536.23 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $37k | 433.00 | 85.45 | |
| Blackrock (BLK) | 0.0 | $36k | 35.00 | 1028.57 | |
| Ishares Gold Tr Ishares Etf (IAU) | 0.0 | $36k | 729.00 | 49.38 | |
| Ishares Inc Msci Etf (EZU) | 0.0 | $35k | 738.00 | 47.43 | |
| Ishares Tr Core Us Aggbd Et Etf (AGG) | 0.0 | $32k | 334.00 | 95.81 | |
| Merck & Co (MRK) | 0.0 | $32k | 326.00 | 98.16 | |
| Church & Dwight (CHD) | 0.0 | $31k | 300.00 | 103.33 | |
| Unilever Adr (UL) | 0.0 | $30k | 530.00 | 56.60 | |
| Vanguard World Fds Etf (VSGX) | 0.0 | $29k | 509.00 | 56.97 | |
| Marriott International (MAR) | 0.0 | $29k | 104.00 | 278.85 | |
| Air Products & Chemicals (APD) | 0.0 | $29k | 100.00 | 290.00 | |
| Apollo Global Mgmt (APO) | 0.0 | $29k | 176.00 | 164.77 | |
| Dominion Resources (D) | 0.0 | $27k | 500.00 | 54.00 | |
| Vanguard World Fds Etf (VGT) | 0.0 | $26k | 42.00 | 619.05 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $25k | 150.00 | 166.67 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $25k | 54.00 | 462.96 | |
| Booking Holdings (BKNG) | 0.0 | $25k | 5.00 | 5000.00 | |
| Datadog Inc Cl A (DDOG) | 0.0 | $25k | 172.00 | 145.35 | |
| Clorox Company (CLX) | 0.0 | $24k | 150.00 | 160.00 | |
| General Electric (GE) | 0.0 | $24k | 145.00 | 165.52 | |
| Cleveland-cliffs (CLF) | 0.0 | $24k | 2.6k | 9.37 | |
| Cme (CME) | 0.0 | $23k | 100.00 | 230.00 | |
| Stereotaxis (STXS) | 0.0 | $23k | 10k | 2.30 | |
| Microchip Technology (MCHP) | 0.0 | $23k | 408.00 | 56.37 | |
| GSK Adr (GSK) | 0.0 | $23k | 685.00 | 33.58 | |
| Williams Companies (WMB) | 0.0 | $22k | 400.00 | 55.00 | |
| Discover Financial Services | 0.0 | $22k | 129.00 | 170.54 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $21k | 270.00 | 77.78 | |
| Astrazeneca Adr (AZN) | 0.0 | $21k | 314.00 | 66.88 | |
| Paycom Software (PAYC) | 0.0 | $21k | 102.00 | 205.88 | |
| Gilead Sciences (GILD) | 0.0 | $20k | 218.00 | 91.74 | |
| Monster Beverage Corp (MNST) | 0.0 | $19k | 360.00 | 52.78 | |
| Walker & Dunlop (WD) | 0.0 | $19k | 199.00 | 95.48 | |
| Paylocity Holding Corporation (PCTY) | 0.0 | $18k | 89.00 | 202.25 | |
| American Electric Power Company (AEP) | 0.0 | $18k | 200.00 | 90.00 | |
| Vanguard Index Fds Sml Cp Grw Etf Etf (VBK) | 0.0 | $18k | 64.00 | 281.25 | |
| Intel Corporation (INTC) | 0.0 | $18k | 910.00 | 19.78 | |
| Waste Management (WM) | 0.0 | $17k | 84.00 | 202.38 | |
| Atmos Energy Corporation (ATO) | 0.0 | $17k | 120.00 | 141.67 | |
| Select Sector Spdr Tr Etf (XLE) | 0.0 | $16k | 190.00 | 84.21 | |
| Hdfc Bank Adr (HDB) | 0.0 | $16k | 248.00 | 64.52 | |
| Etsy (ETSY) | 0.0 | $16k | 300.00 | 53.33 | |
| Constellation Energy (CEG) | 0.0 | $15k | 66.00 | 227.27 | |
| Brown-Forman Corporation (BF.A) | 0.0 | $13k | 337.00 | 38.58 | |
| NVIDIA Corporation (NVDA) | 0.0 | $13k | 98.00 | 132.65 | |
| Vanguard Index Sm Cp Val Etf (VBR) | 0.0 | $13k | 64.00 | 203.12 | |
| Hp (HPQ) | 0.0 | $13k | 400.00 | 32.50 | |
| Phillips 66 (PSX) | 0.0 | $13k | 110.00 | 118.18 | |
| Invesco Exch Traded Etf (TAN) | 0.0 | $12k | 374.00 | 32.09 | |
| Valero Energy Corporation (VLO) | 0.0 | $12k | 100.00 | 120.00 | |
| American Water Works (AWK) | 0.0 | $12k | 100.00 | 120.00 | |
| MarketAxess Holdings (MKTX) | 0.0 | $12k | 55.00 | 218.18 | |
| Ge Vernova (GEV) | 0.0 | $12k | 36.00 | 333.33 | |
| Haleon Adr (HLN) | 0.0 | $11k | 1.2k | 9.35 | |
| Spdr S&p Midcap 400 Etf Tr Etf (MDY) | 0.0 | $11k | 19.00 | 578.95 | |
| Cheniere Energy (LNG) | 0.0 | $11k | 50.00 | 220.00 | |
| Chesapeake Utilities Corporation (CPK) | 0.0 | $11k | 90.00 | 122.22 | |
| Cardinal Health (CAH) | 0.0 | $11k | 96.00 | 114.58 | |
| Warner Bros. Discovery (WBD) | 0.0 | $11k | 1.0k | 10.53 | |
| Realty Income (O) | 0.0 | $10k | 189.00 | 52.91 | |
| Chevron Corporation (CVX) | 0.0 | $10k | 71.00 | 140.85 | |
| Prudential Financial (PRU) | 0.0 | $10k | 81.00 | 123.46 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $10k | 15.00 | 666.67 | |
| Kennametal (KMT) | 0.0 | $10k | 400.00 | 25.00 | |
| Norfolk Southern (NSC) | 0.0 | $9.0k | 40.00 | 225.00 | |
| Molina Healthcare (MOH) | 0.0 | $9.0k | 30.00 | 300.00 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $9.0k | 400.00 | 22.50 | |
| Wal-Mart Stores (WMT) | 0.0 | $9.0k | 97.00 | 92.78 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $9.0k | 81.00 | 111.11 | |
| Grayscale Bitcoin Mini Trust Etf (BTC) | 0.0 | $8.0k | 203.00 | 39.41 | |
| Exelon Corporation (EXC) | 0.0 | $8.0k | 200.00 | 40.00 | |
| Vanguard Scottsdale Fds Int-term Corp Etf (VCIT) | 0.0 | $8.0k | 100.00 | 80.00 | |
| Msa Safety Inc equity (MSA) | 0.0 | $8.0k | 50.00 | 160.00 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $8.0k | 18.00 | 444.44 | |
| Ishares Bitcoin Tr (IBIT) | 0.0 | $8.0k | 158.00 | 50.63 | |
| Adeia (ADEA) | 0.0 | $8.0k | 571.00 | 14.01 | |
| Spdr Ser Tr Etf (FLRN) | 0.0 | $8.0k | 260.00 | 30.77 | |
| Global X Fds Artificial Etf (AIQ) | 0.0 | $7.0k | 171.00 | 40.94 | |
| Ishares Tr Core High Dv Etf Etf (HDV) | 0.0 | $7.0k | 60.00 | 116.67 | |
| MercadoLibre (MELI) | 0.0 | $7.0k | 4.00 | 1750.00 | |
| Crown Castle Intl (CCI) | 0.0 | $7.0k | 72.00 | 97.22 | |
| Kenvue (KVUE) | 0.0 | $7.0k | 344.00 | 20.35 | |
| Palantir Technologies (PLTR) | 0.0 | $6.0k | 81.00 | 74.07 | |
| Bristol Myers Squibb (BMY) | 0.0 | $6.0k | 100.00 | 60.00 | |
| MicroStrategy Incorporated (MSTR) | 0.0 | $6.0k | 20.00 | 300.00 | |
| Butterfly Networ (BFLY) | 0.0 | $6.0k | 2.0k | 3.00 | |
| SoundHound AI (SOUN) | 0.0 | $6.0k | 278.00 | 21.58 | |
| Comcast Corporation (CMCSA) | 0.0 | $5.0k | 138.00 | 36.23 | |
| ConocoPhillips (COP) | 0.0 | $5.0k | 47.00 | 106.38 | |
| Netflix (NFLX) | 0.0 | $5.0k | 6.00 | 833.33 | |
| Spdr Ser Tr Prtflo S&p500 Gw Etf (SPYG) | 0.0 | $5.0k | 53.00 | 94.34 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $5.0k | 315.00 | 15.87 | |
| Canadian Natural Resources (CNQ) | 0.0 | $5.0k | 154.00 | 32.47 | |
| Dollar Tree (DLTR) | 0.0 | $4.0k | 52.00 | 76.92 | |
| Ge Healthcare Technologies I (GEHC) | 0.0 | $4.0k | 47.00 | 85.11 | |
| Biogen Idec (BIIB) | 0.0 | $4.0k | 25.00 | 160.00 | |
| Iqvia Holdings (IQV) | 0.0 | $4.0k | 20.00 | 200.00 | |
| Coinbase Global (COIN) | 0.0 | $4.0k | 16.00 | 250.00 | |
| Neos Etf Trust Neos S&p 500 Hi Etf (SPYI) | 0.0 | $4.0k | 73.00 | 54.79 | |
| Campbell Soup Company (CPB) | 0.0 | $4.0k | 86.00 | 46.51 | |
| WPP Adr (WPP) | 0.0 | $4.0k | 86.00 | 46.51 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $4.0k | 154.00 | 25.97 | |
| Viatris (VTRS) | 0.0 | $4.0k | 327.00 | 12.23 | |
| Halliburton Company (HAL) | 0.0 | $4.0k | 134.00 | 29.85 | |
| Buzzfeed (BZFD) | 0.0 | $4.0k | 1.4k | 2.86 | |
| Grayscale Ethereum Com Unt (ETHE) | 0.0 | $3.0k | 93.00 | 32.26 | |
| Ford Motor Company (F) | 0.0 | $3.0k | 275.00 | 10.91 | |
| Agree Realty Corporation (ADC) | 0.0 | $3.0k | 47.00 | 63.83 | |
| Bank of America Corporation (BAC) | 0.0 | $3.0k | 60.00 | 50.00 | |
| Electronic Arts (EA) | 0.0 | $3.0k | 20.00 | 150.00 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $3.0k | 50.00 | 60.00 | |
| Norwegian Cruise Line Hldgs (NCLH) | 0.0 | $3.0k | 100.00 | 30.00 | |
| Shopify Inc cl a (SHOP) | 0.0 | $3.0k | 30.00 | 100.00 | |
| LTC Properties (LTC) | 0.0 | $3.0k | 77.00 | 38.96 | |
| Etfis Ser Tr I Virtus Infrcap Etf (PFFA) | 0.0 | $3.0k | 135.00 | 22.22 | |
| Proshares Tr Bitcoin Strate (BITO) | 0.0 | $3.0k | 117.00 | 25.64 | |
| Devon Energy Corporation (DVN) | 0.0 | $2.0k | 73.00 | 27.40 | |
| Oge Energy Corp (OGE) | 0.0 | $2.0k | 37.00 | 54.05 | |
| Ellington Financial Inc ellington financ (EFC) | 0.0 | $2.0k | 166.00 | 12.05 | |
| Centene Corporation (CNC) | 0.0 | $2.0k | 30.00 | 66.67 | |
| Elf Beauty (ELF) | 0.0 | $2.0k | 12.00 | 166.67 | |
| Acadia Healthcare (ACHC) | 0.0 | $2.0k | 40.00 | 50.00 | |
| Diamondback Energy (FANG) | 0.0 | $2.0k | 10.00 | 200.00 | |
| Dell Technologies (DELL) | 0.0 | $2.0k | 20.00 | 100.00 | |
| Ishares Inc Msci World Etf Etf (URTH) | 0.0 | $2.0k | 14.00 | 142.86 | |
| Ishares Tr Pfd And Incm Sec Etf (PFF) | 0.0 | $2.0k | 65.00 | 30.77 | |
| Reaves Utility Income Fund (UTG) | 0.0 | $2.0k | 70.00 | 28.57 | |
| Kraft Heinz (KHC) | 0.0 | $2.0k | 77.00 | 25.97 | |
| Capital Group Divid Value Etf Shs Creation Unit (CGDV) | 0.0 | $2.0k | 70.00 | 28.57 | |
| Xperi (XPER) | 0.0 | $2.0k | 220.00 | 9.09 | |
| Armour Residential Reit (ARR) | 0.0 | $2.0k | 105.00 | 19.05 | |
| Braemar Hotels And Resorts (BHR) | 0.0 | $1.0k | 302.00 | 3.31 | |
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $1.0k | 132.00 | 7.58 | |
| Nano X Imaging (NNOX) | 0.0 | $1.0k | 132.00 | 7.58 | |
| F.N.B. Corporation (FNB) | 0.0 | $1.0k | 89.00 | 11.24 | |
| Cohen & Steers Quality Income Realty (RQI) | 0.0 | $1.0k | 89.00 | 11.24 | |
| Applied Blockchain (APLD) | 0.0 | $1.0k | 89.00 | 11.24 | |
| Tronox Holdings (TROX) | 0.0 | $1.0k | 69.00 | 14.49 | |
| Outfront Media | 0.0 | $1.0k | 57.00 | 17.54 | |
| Serve Robotics (SERV) | 0.0 | $1.0k | 67.00 | 14.93 | |
| Stag Industrial (STAG) | 0.0 | $1.0k | 29.00 | 34.48 | |
| Amplify Etf Tr Cwp Intl Enhance Etf (IDVO) | 0.0 | $1.0k | 34.00 | 29.41 | |
| Vici Pptys (VICI) | 0.0 | $1.0k | 31.00 | 32.26 | |
| Modiv Inc Cl C (MDV) | 0.0 | $1.0k | 101.00 | 9.90 | |
| Federated Investors (FHI) | 0.0 | $1.0k | 15.00 | 66.67 | |
| Ark Etf Tr Etf (ARKK) | 0.0 | $1.0k | 15.00 | 66.67 | |
| Dex (DXCM) | 0.0 | $1.0k | 19.00 | 52.63 | |
| Epr Properties (EPR) | 0.0 | $1.0k | 28.00 | 35.71 | |
| Ally Financial (ALLY) | 0.0 | $1.0k | 19.00 | 52.63 | |
| Medtronic (MDT) | 0.0 | $1.0k | 14.00 | 71.43 | |
| Mirum Pharmaceuticals (MIRM) | 0.0 | $1.0k | 19.00 | 52.63 | |
| Iron Mountain (IRM) | 0.0 | $1.0k | 6.00 | 166.67 | |
| Recursion Pharmaceuticals (RXRX) | 0.0 | $1.0k | 141.00 | 7.09 | |
| Sharkninja (SN) | 0.0 | $1.0k | 6.00 | 166.67 | |
| Synopsys (SNPS) | 0.0 | $1.0k | 2.00 | 500.00 | |
| Wabtec Corporation (WAB) | 0.0 | $1.0k | 4.00 | 250.00 | |
| Arbor Realty Trust (ABR) | 0.0 | $1.0k | 80.00 | 12.50 | |
| Main Street Capital Corporation (MAIN) | 0.0 | $1.0k | 20.00 | 50.00 | |
| Vanguard World Fd Mega Grwth Ind Etf (MGK) | 0.0 | $1.0k | 2.00 | 500.00 | |
| Sarepta Therapeutics (SRPT) | 0.0 | $1.0k | 8.00 | 125.00 | |
| Cyberark Software (CYBR) | 0.0 | $1.0k | 2.00 | 500.00 | |
| Ark Etf Tr Next Gnrtn Inter Etf (ARKW) | 0.0 | $1.0k | 10.00 | 100.00 | |
| Lamar Advertising Co-a (LAMR) | 0.0 | $1.0k | 8.00 | 125.00 | |
| Penumbra (PEN) | 0.0 | $1.0k | 5.00 | 200.00 | |
| Novocure Etf (NVCR) | 0.0 | $1.0k | 20.00 | 50.00 | |
| Wisdomtree Tr Floatng Rat Trea Etf (USFR) | 0.0 | $1.0k | 20.00 | 50.00 | |
| Digital Realty Trust (DLR) | 0.0 | $999.999900 | 3.00 | 333.33 | |
| Becton, Dickinson and (BDX) | 0.0 | $999.999900 | 3.00 | 333.33 | |
| Generac Holdings (GNRC) | 0.0 | $999.999700 | 7.00 | 142.86 | |
| Select Sector Spdr Tr Etf (XLU) | 0.0 | $999.999600 | 12.00 | 83.33 | |
| Enterprise Products Partners (EPD) | 0.0 | $999.999500 | 17.00 | 58.82 | |
| Mattel (MAT) | 0.0 | $999.999000 | 30.00 | 33.33 | |
| Gladstone Commercial Corporation (GOOD) | 0.0 | $999.999000 | 66.00 | 15.15 | |
| Gladstone Investment Corporation (GAIN) | 0.0 | $999.999000 | 90.00 | 11.11 | |
| Fidelity Covington Trust Etf (FREL) | 0.0 | $999.999000 | 26.00 | 38.46 | |
| Schrodinger (SDGR) | 0.0 | $999.999000 | 45.00 | 22.22 | |
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.0 | $999.999000 | 35.00 | 28.57 | |
| Super Micro Computer Inc Com Usd0.001 (SMCI) | 0.0 | $999.999000 | 21.00 | 47.62 | |
| Gold Fields Adr (GFI) | 0.0 | $999.998700 | 53.00 | 18.87 | |
| PennantPark Investment (PNNT) | 0.0 | $999.996800 | 88.00 | 11.36 | |
| Hasbro (HAS) | 0.0 | $0 | 4.00 | 0.00 | |
| Ecolab (ECL) | 0.0 | $0 | 1.00 | 0.00 | |
| Sony Corporation (SONY) | 0.0 | $0 | 5.00 | 0.00 | |
| FirstEnergy (FE) | 0.0 | $0 | 11.00 | 0.00 | |
| Vishay Intertechnology (VSH) | 0.0 | $0 | 5.00 | 0.00 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $0 | 5.00 | 0.00 | |
| Starbucks Corporation (SBUX) | 0.0 | $0 | 3.00 | 0.00 | |
| Penn National Gaming (PENN) | 0.0 | $0 | 5.00 | 0.00 | |
| Lexington Realty Trust (LXP) | 0.0 | $0 | 50.00 | 0.00 | |
| Under Armour (UAA) | 0.0 | $0 | 9.00 | 0.00 | |
| Northwest Bancshares (NWBI) | 0.0 | $0 | 20.00 | 0.00 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $0 | 1.00 | 0.00 | |
| Kratos Defense & Security Solutions (KTOS) | 0.0 | $0 | 1.00 | 0.00 | |
| Ishares Tr Global Energ Etf Etf (IXC) | 0.0 | $0 | 1.00 | 0.00 | |
| Celsius Holdings (CELH) | 0.0 | $0 | 6.00 | 0.00 | |
| Algonquin Power & Utilities equs (AQN) | 0.0 | $0 | 60.00 | 0.00 | |
| Schwab Strategic Tr Us Sml Cap Etf Etf (SCHA) | 0.0 | $0 | 19.00 | 0.00 | |
| Prologis (PLD) | 0.0 | $0 | 4.00 | 0.00 | |
| Plug Power (PLUG) | 0.0 | $0 | 35.00 | 0.00 | |
| Brookfield Renewable energy partners lpu (BEP) | 0.0 | $0 | 13.00 | 0.00 | |
| Palo Alto Networks (PANW) | 0.0 | $0 | 2.00 | 0.00 | |
| Stellus Capital Investment (SCM) | 0.0 | $0 | 7.00 | 0.00 | |
| Gaming & Leisure Pptys (GLPI) | 0.0 | $0 | 10.00 | 0.00 | |
| Ishares Tr Core Div Grwth Etf (DGRO) | 0.0 | $0 | 6.00 | 0.00 | |
| Centrus Energy Corp cl a (LEU) | 0.0 | $0 | 2.00 | 0.00 | |
| Pangaea Logistics Solution L (PANL) | 0.0 | $0 | 10.00 | 0.00 | |
| Apple Hospitality Reit (APLE) | 0.0 | $0 | 31.00 | 0.00 | |
| Square Inc cl a (XYZ) | 0.0 | $0 | 4.00 | 0.00 | |
| Coca Cola European Partners (CCEP) | 0.0 | $0 | 6.00 | 0.00 | |
| Global X Fds rbtcs artfl in (BOTZ) | 0.0 | $0 | 4.00 | 0.00 | |
| Conduent Incorporate (CNDT) | 0.0 | $0 | 22.00 | 0.00 | |
| Sea Adr (SE) | 0.0 | $0 | 1.00 | 0.00 | |
| Invesco Exch Traded Etf (XSVM) | 0.0 | $0 | 7.00 | 0.00 | |
| Nio Adr (NIO) | 0.0 | $0 | 5.00 | 0.00 | |
| Western Midstream Partners (WES) | 0.0 | $0 | 9.00 | 0.00 | |
| Ark Etf Tr Etf (ARKF) | 0.0 | $0 | 6.00 | 0.00 | |
| Uber Technologies (UBER) | 0.0 | $0 | 3.00 | 0.00 | |
| Cousins Properties (CUZ) | 0.0 | $0 | 4.00 | 0.00 | |
| Xerox Corp (XRX) | 0.0 | $0 | 40.00 | 0.00 | |
| Li Auto Adr (LI) | 0.0 | $0 | 4.00 | 0.00 | |
| Northern Oil And Gas Inc Mn (NOG) | 0.0 | $0 | 12.00 | 0.00 | |
| Rush Street Interactive (RSI) | 0.0 | $0 | 7.00 | 0.00 | |
| Fiat Chrysler Automobiles (STLA) | 0.0 | $0 | 30.00 | 0.00 | |
| Chargepoint Holdings Inc Com Cl A | 0.0 | $0 | 2.00 | 0.00 | |
| Sofi Technologies (SOFI) | 0.0 | $0 | 32.00 | 0.00 | |
| Angel Oak Mtg (AOMR) | 0.0 | $0 | 52.00 | 0.00 | |
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $0 | 5.00 | 0.00 | |
| Rivian Automotive Inc Class A (RIVN) | 0.0 | $0 | 6.00 | 0.00 | |
| Coherent Corp (COHR) | 0.0 | $0 | 1.00 | 0.00 | |
| Rumble Inc Com Cl A (RUM) | 0.0 | $0 | 5.00 | 0.00 | |
| Moneyhero Ltd Ord (MNY) | 0.0 | $0 | 1.00 | 0.00 | |
| Ishares Tr Lifepath Tgt2065 Etf (ITDI) | 0.0 | $0 | 3.00 | 0.00 | |
| Aurora Cannabis (ACB) | 0.0 | $0 | 4.00 | 0.00 | |
| Fuelcell Energy (FCEL) | 0.0 | $0 | 33.00 | 0.00 | |
| Grayscale Ethereum Mini Trust Etf (ETH) | 0.0 | $0 | 13.00 | 0.00 |