Roble, Belko & Company as of March 31, 2025
Portfolio Holdings for Roble, Belko & Company
Roble, Belko & Company holds 441 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 |
|---|---|---|---|---|---|
| Vanguard Index Fds Etf (VTI) | 16.9 | $106M | 386k | 274.84 | |
| Vanguard Star Fds Etf (VXUS) | 7.5 | $47M | 753k | 62.10 | |
| Vanguard Bd Index Fds Etf (BND) | 6.1 | $38M | 523k | 73.45 | |
| Vanguard Tax-managed Fds Etf (VEA) | 5.3 | $34M | 659k | 50.83 | |
| Vanguard Whitehall Fds Etf (VYM) | 4.1 | $26M | 198k | 128.96 | |
| Vanguard Intl Equity Index Etf (VEU) | 4.1 | $25M | 419k | 60.66 | |
| Vanguard Whitehall Fds Etf (VYMI) | 3.6 | $23M | 310k | 73.69 | |
| Spdr S&p 500 Etf Tr Etf (SPY) | 3.6 | $22M | 40k | 559.40 | |
| Select Sector Spdr Tr Etf (XLK) | 3.3 | $21M | 99k | 206.48 | |
| Vanguard Index Fds Etf (VV) | 3.2 | $20M | 78k | 257.03 | |
| Ishares Tr Rus 1000 Grw Etf Etf (IWF) | 3.0 | $19M | 52k | 361.10 | |
| Vanguard Index Fds Etf (VNQ) | 2.8 | $18M | 194k | 90.54 | |
| Ishares Tr Blackrock Ultra Etf (ICSH) | 2.8 | $18M | 346k | 50.70 | |
| Vanguard Scottsdale Etf (VGIT) | 2.7 | $17M | 283k | 59.40 | |
| Schwab Strategic Tr Etf (SCHB) | 2.6 | $16M | 762k | 21.53 | |
| Ishares Tr Russell 3000 Etf Etf (IWV) | 1.9 | $12M | 37k | 317.64 | |
| Vanguard Malvern Fds Etf (VTIP) | 1.6 | $10M | 205k | 49.90 | |
| Spdr Ser Tr Portfoli S&p1500 Etf (SPTM) | 1.5 | $9.2M | 135k | 68.01 | |
| Vanguard Intl Equity Index Etf (VWO) | 1.4 | $8.6M | 189k | 45.26 | |
| Ishares Tr S&p 100 Etf Etf (OEF) | 1.4 | $8.5M | 31k | 270.83 | |
| Spdr Index Shs Fds Portfolio Devlpd Etf (SPDW) | 1.2 | $7.8M | 214k | 36.41 | |
| Ishares Tr Core S&p Ttl Stk Etf (ITOT) | 1.2 | $7.6M | 62k | 122.01 | |
| Ishares Tr Core S&p Scp Etf Etf (IJR) | 1.2 | $7.2M | 69k | 104.56 | |
| Schwab Strategic Tr Etf (SCHF) | 1.1 | $6.6M | 335k | 19.78 | |
| Ishares Tr Rus 1000 Etf Etf (IWB) | 0.8 | $5.3M | 17k | 306.76 | |
| Ishares Tr Core Msci Eafe Etf (IEFA) | 0.8 | $4.8M | 63k | 75.66 | |
| Vanguard Index Fds Etf (VB) | 0.7 | $4.3M | 19k | 221.77 | |
| Vanguard Scottsdale Fds Etf (VGSH) | 0.7 | $4.1M | 71k | 58.69 | |
| TJX Companies (TJX) | 0.6 | $3.8M | 31k | 121.80 | |
| MasterCard Incorporated (MA) | 0.6 | $3.8M | 6.8k | 548.11 | |
| Ishares Tr Core Msci Total Etf (IXUS) | 0.5 | $3.0M | 43k | 69.82 | |
| Ishares Tr Msci Eafe Etf Etf (EFA) | 0.5 | $2.8M | 35k | 81.72 | |
| Vanguard World Fds Etf (MGC) | 0.4 | $2.7M | 13k | 201.34 | |
| Spdr Ser Tr S&p Divid Etf Etf (SDY) | 0.4 | $2.6M | 19k | 135.65 | |
| International Business Machines (IBM) | 0.4 | $2.6M | 10k | 248.71 | |
| Ishares Tr S&p 500 Val Etf Etf (IVE) | 0.3 | $2.1M | 11k | 190.60 | |
| Vanguard Index Fds Etf (VOO) | 0.3 | $2.0M | 3.9k | 513.89 | |
| Vanguard Bd Index Fds Etf (VUSB) | 0.3 | $1.9M | 39k | 49.85 | |
| J P Morgan Exchange Etf (JPST) | 0.3 | $1.9M | 38k | 50.63 | |
| Ishares Tr Us Treas Bd Etf Etf (GOVT) | 0.3 | $1.8M | 77k | 22.99 | |
| Ishares Tr Rus Mid Cap Etf Etf (IWR) | 0.3 | $1.7M | 20k | 85.06 | |
| Microsoft Corporation (MSFT) | 0.3 | $1.6M | 4.3k | 375.35 | |
| Ishares Tr Core S&p500 Etf Etf (IVV) | 0.3 | $1.6M | 2.8k | 561.76 | |
| Ishares Tr Cre U S Reit Etf Etf (USRT) | 0.3 | $1.6M | 27k | 57.60 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $1.4M | 2.7k | 532.74 | |
| Ishares Inc Core Msci Emkt Etf (IEMG) | 0.2 | $1.3M | 24k | 53.99 | |
| Schwab Strategic Tr Etf (SCHH) | 0.2 | $1.2M | 56k | 21.52 | |
| Abbvie (ABBV) | 0.2 | $1.2M | 5.5k | 209.50 | |
| Pimco Etf Tr Etf (MINT) | 0.2 | $1.1M | 11k | 100.64 | |
| Ishares Tr Ibonds Dec25 Etf Etf (IBDQ) | 0.2 | $1.0M | 40k | 25.14 | |
| Ishares U S Etf Tr Blackrock St Mat Etf (NEAR) | 0.2 | $989k | 20k | 50.85 | |
| Ansys (ANSS) | 0.2 | $984k | 3.1k | 316.50 | |
| Invesco Actvely Mngd Etc Fd Optimum Yield Etf (PDBC) | 0.2 | $981k | 72k | 13.62 | |
| Ishares Tr Ibonds Dec 29 Etf (IBDU) | 0.2 | $981k | 42k | 23.13 | |
| Invesco Qqq Tr Etf (QQQ) | 0.2 | $955k | 2.0k | 469.06 | |
| Oneok (OKE) | 0.1 | $927k | 9.3k | 99.27 | |
| Select Sector Spdr Tr Etf (XLV) | 0.1 | $898k | 6.1k | 146.06 | |
| Ishares Tr Msci Emg Mkt Etf Etf (EEM) | 0.1 | $877k | 20k | 43.69 | |
| Vanguard Index Fds Etf (VXF) | 0.1 | $855k | 5.0k | 172.21 | |
| Asml Holding (ASML) | 0.1 | $824k | 1.2k | 662.91 | |
| Ishares Tr Short Treas Bd Etf (SHV) | 0.1 | $777k | 7.0k | 110.48 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $755k | 6.4k | 118.90 | |
| Select Sector Spdr Tr Etf (XLP) | 0.1 | $738k | 9.0k | 81.67 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $731k | 5.2k | 139.80 | |
| Apple (AAPL) | 0.1 | $703k | 3.2k | 221.98 | |
| Amazon (AMZN) | 0.1 | $700k | 3.7k | 190.27 | |
| Ishares Tr Rus 1000 Val Etf Etf (IWD) | 0.1 | $697k | 3.7k | 188.12 | |
| Vanguard Intl Equity Index F Etf (VT) | 0.1 | $656k | 5.7k | 115.94 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $572k | 2.3k | 245.28 | |
| Ishares Tr Ibds Dec28 Etf Etf (IBDT) | 0.1 | $554k | 22k | 25.28 | |
| Ishares Tr Ibonds Dec2026 Etf (IBDR) | 0.1 | $551k | 23k | 24.20 | |
| Ishares Tr Core S&p Us Vlu Etf (IUSV) | 0.1 | $543k | 5.9k | 92.22 | |
| Oracle Corporation (ORCL) | 0.1 | $535k | 3.8k | 139.87 | |
| Simon Property (SPG) | 0.1 | $498k | 3.0k | 166.00 | |
| Ishares Tr Ibonds Dec 2030 Etf (IBDV) | 0.1 | $495k | 23k | 21.71 | |
| Vanguard Scottsdale Fds Vng Rus1000idx Etf (VONE) | 0.1 | $470k | 1.9k | 254.05 | |
| United Parcel Service (UPS) | 0.1 | $456k | 4.1k | 109.99 | |
| Johnson & Johnson (JNJ) | 0.1 | $451k | 2.7k | 165.81 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $448k | 2.9k | 156.37 | |
| Ishares Tr Ibonds Dec 2031 Etf (IBDW) | 0.1 | $436k | 21k | 20.77 | |
| Qualcomm (QCOM) | 0.1 | $431k | 2.8k | 153.65 | |
| Ishares Tr Etf (IEI) | 0.1 | $405k | 3.4k | 118.11 | |
| Ishares Tr Ibonds 27 Etf Etf (IBDS) | 0.1 | $384k | 16k | 24.20 | |
| Procter & Gamble Company (PG) | 0.1 | $383k | 2.3k | 170.22 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $382k | 1.6k | 243.93 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $355k | 1.0k | 345.00 | |
| Fiserv (FI) | 0.1 | $354k | 1.6k | 221.25 | |
| Vanguard World Fds Etf (VDE) | 0.1 | $346k | 2.7k | 129.83 | |
| Cisco Systems (CSCO) | 0.1 | $338k | 5.5k | 61.74 | |
| PNC Financial Services (PNC) | 0.1 | $332k | 1.9k | 175.66 | |
| Schwab Strategic Tr Etf (SCHE) | 0.1 | $318k | 12k | 27.60 | |
| Ishares Tr S&p 500 Grwt Etf Etf (IVW) | 0.0 | $297k | 3.2k | 92.93 | |
| Citigroup (C) | 0.0 | $284k | 4.0k | 71.00 | |
| Philip Morris International (PM) | 0.0 | $276k | 1.7k | 158.53 | |
| Duke Energy (DUK) | 0.0 | $266k | 2.2k | 121.91 | |
| Ishares Tr Etf (IYW) | 0.0 | $258k | 1.8k | 140.60 | |
| Servicenow (NOW) | 0.0 | $235k | 295.00 | 796.61 | |
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $235k | 27k | 8.62 | |
| Accenture (ACN) | 0.0 | $227k | 727.00 | 312.24 | |
| Dimensional Etf Trust Etf (DFAC) | 0.0 | $214k | 6.5k | 33.04 | |
| Vanguard Intl Equity Index F Etf (VSS) | 0.0 | $213k | 1.8k | 115.64 | |
| Automatic Data Processing (ADP) | 0.0 | $210k | 688.00 | 305.23 | |
| Cirrus Logic (CRUS) | 0.0 | $199k | 2.0k | 99.50 | |
| Corteva (CTVA) | 0.0 | $199k | 3.2k | 62.86 | |
| HEICO Corporation (HEI.A) | 0.0 | $195k | 922.00 | 211.50 | |
| Boeing Company (BA) | 0.0 | $192k | 1.1k | 170.97 | |
| Ishares Tr Ibonds Dec 2032 Etf (IBDX) | 0.0 | $178k | 7.1k | 25.02 | |
| Ishares Tr S&p Sml 600 Gwt Etf (IJT) | 0.0 | $177k | 1.4k | 124.65 | |
| Dimensional Etf Trust Internatnal Val Etf (DFIV) | 0.0 | $177k | 4.5k | 39.43 | |
| J P Morgan Equity Premium Etf (JEPI) | 0.0 | $173k | 3.0k | 57.15 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $172k | 1.1k | 154.82 | |
| Vanguard Specialized Etf (VIG) | 0.0 | $171k | 880.00 | 194.32 | |
| Schwab Strategic Tr Etf (SCHD) | 0.0 | $170k | 6.1k | 27.93 | |
| Ishares Tr Russell 2000 Etf Etf (IWM) | 0.0 | $164k | 820.00 | 200.00 | |
| Ishares Tr 1 3 Yr Treas Bd Etf (SHY) | 0.0 | $163k | 2.0k | 82.91 | |
| Wisdomtree Tr Us Largecap Divd Etf (DLN) | 0.0 | $159k | 2.0k | 79.50 | |
| Vanguard Bd Index Fds Etf (BSV) | 0.0 | $148k | 1.9k | 78.31 | |
| Pfizer (PFE) | 0.0 | $143k | 5.7k | 25.26 | |
| Pepsi (PEP) | 0.0 | $138k | 921.00 | 149.84 | |
| CVS Caremark Corporation (CVS) | 0.0 | $136k | 2.0k | 67.80 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $135k | 279.00 | 483.87 | |
| Facebook Inc cl a (META) | 0.0 | $133k | 230.00 | 578.26 | |
| Enbridge (ENB) | 0.0 | $132k | 3.0k | 44.40 | |
| Altria (MO) | 0.0 | $122k | 2.0k | 60.07 | |
| Schwab Strategic Tr Us Tips Etf Etf (SCHP) | 0.0 | $117k | 4.3k | 27.00 | |
| At&t (T) | 0.0 | $115k | 4.0k | 28.40 | |
| Lululemon Athletica (LULU) | 0.0 | $115k | 407.00 | 282.56 | |
| Tesla Motors (TSLA) | 0.0 | $113k | 435.00 | 259.77 | |
| Ishares Tr Core S&p Mcp Etf Etf (IJH) | 0.0 | $112k | 1.9k | 58.18 | |
| Consolidated Edison (ED) | 0.0 | $111k | 1.0k | 111.00 | |
| Vanguard Whitehall Fds Etf (VIGI) | 0.0 | $108k | 1.3k | 83.01 | |
| Coca-Cola Company (KO) | 0.0 | $106k | 1.5k | 71.91 | |
| Southern Company (SO) | 0.0 | $106k | 1.2k | 91.85 | |
| Axon Enterprise (AXON) | 0.0 | $105k | 200.00 | 525.00 | |
| Visa (V) | 0.0 | $104k | 296.00 | 351.35 | |
| Home Depot (HD) | 0.0 | $101k | 276.00 | 365.94 | |
| General Motors Company (GM) | 0.0 | $99k | 2.1k | 46.83 | |
| FedEx Corporation (FDX) | 0.0 | $99k | 405.00 | 244.44 | |
| L.B. Foster Company (FSTR) | 0.0 | $98k | 5.0k | 19.60 | |
| Sempra Energy (SRE) | 0.0 | $94k | 1.3k | 71.43 | |
| McDonald's Corporation (MCD) | 0.0 | $94k | 300.00 | 313.33 | |
| Vanguard Admiral Fds Etf (VIOO) | 0.0 | $92k | 954.00 | 96.44 | |
| Invesco Exch Traded Etf (SPLV) | 0.0 | $92k | 1.2k | 74.80 | |
| Eaton (ETN) | 0.0 | $88k | 324.00 | 271.60 | |
| Verizon Communications (VZ) | 0.0 | $79k | 1.7k | 45.59 | |
| UnitedHealth (UNH) | 0.0 | $76k | 146.00 | 520.55 | |
| Goldman Sachs Etf Tr Etf (GSLC) | 0.0 | $75k | 677.00 | 110.78 | |
| Chevron Corporation (CVX) | 0.0 | $75k | 447.00 | 167.79 | |
| Walt Disney Company (DIS) | 0.0 | $75k | 759.00 | 98.81 | |
| Dow (DOW) | 0.0 | $75k | 2.1k | 34.95 | |
| WesBan (WSBC) | 0.0 | $74k | 2.4k | 30.85 | |
| Nucor Corporation (NUE) | 0.0 | $74k | 617.00 | 119.94 | |
| Broadridge Financial Solutions (BR) | 0.0 | $72k | 295.00 | 244.07 | |
| PPL Corporation (PPL) | 0.0 | $71k | 2.0k | 36.34 | |
| Taiwan Semiconductor Mfg Adr (TSM) | 0.0 | $70k | 421.00 | 166.27 | |
| Abbott Laboratories (ABT) | 0.0 | $70k | 529.00 | 132.33 | |
| Corning Incorporated (GLW) | 0.0 | $69k | 1.5k | 46.00 | |
| Select Sector Spdr Tr Etf (XLY) | 0.0 | $64k | 323.00 | 198.14 | |
| International Flavors & Fragrances (IFF) | 0.0 | $62k | 800.00 | 77.50 | |
| Invesco Exch Traded Etf (QQQJ) | 0.0 | $61k | 2.1k | 28.79 | |
| T. Rowe Price (TROW) | 0.0 | $61k | 660.00 | 92.42 | |
| Dupont De Nemours (DD) | 0.0 | $57k | 766.00 | 74.41 | |
| Clorox Company (CLX) | 0.0 | $53k | 361.00 | 146.81 | |
| Union Pacific Corporation (UNP) | 0.0 | $53k | 224.00 | 236.61 | |
| Hershey Company (HSY) | 0.0 | $52k | 304.00 | 171.05 | |
| Merck & Co (MRK) | 0.0 | $52k | 577.00 | 90.12 | |
| Ishares Tr Rus 2000 Val Etf Etf (IWN) | 0.0 | $51k | 340.00 | 150.00 | |
| Schlumberger (SLB) | 0.0 | $50k | 1.2k | 41.67 | |
| Medtronic (MDT) | 0.0 | $49k | 549.00 | 89.25 | |
| Pinnacle West Capital Corporation (PNW) | 0.0 | $48k | 500.00 | 96.00 | |
| Lowe's Companies (LOW) | 0.0 | $48k | 206.00 | 233.01 | |
| Grayscale Bitcoin Ord (GBTC) | 0.0 | $48k | 733.00 | 65.48 | |
| Spdr Gold Tr Etf (GLD) | 0.0 | $48k | 167.00 | 287.43 | |
| J P Morgan Nasdaq Eqt Prem Etf (JEPQ) | 0.0 | $48k | 933.00 | 51.45 | |
| Bristol Myers Squibb (BMY) | 0.0 | $47k | 776.00 | 60.57 | |
| Veeva Sys Inc cl a (VEEV) | 0.0 | $47k | 201.00 | 233.83 | |
| Edwards Lifesciences (EW) | 0.0 | $45k | 618.00 | 72.82 | |
| Ishares Gold Tr Ishares Etf (IAU) | 0.0 | $43k | 729.00 | 58.98 | |
| Micron Technology (MU) | 0.0 | $41k | 477.00 | 85.95 | |
| Steel Dynamics (STLD) | 0.0 | $41k | 332.00 | 123.49 | |
| Vanguard World Fds Etf (VHT) | 0.0 | $41k | 155.00 | 264.52 | |
| Vanguard World Fds Etf (ESGV) | 0.0 | $40k | 405.00 | 98.77 | |
| Kraft Heinz (KHC) | 0.0 | $39k | 1.3k | 30.81 | |
| Ishares Inc Msci Etf (EZU) | 0.0 | $39k | 738.00 | 52.85 | |
| NVIDIA Corporation (NVDA) | 0.0 | $38k | 350.00 | 108.57 | |
| Caterpillar (CAT) | 0.0 | $37k | 111.00 | 333.33 | |
| Schwab Strategic Tr Int-trm U.s Tres Etf (SCHR) | 0.0 | $36k | 1.4k | 24.93 | |
| PPG Industries (PPG) | 0.0 | $35k | 320.00 | 109.38 | |
| Cummins (CMI) | 0.0 | $35k | 113.00 | 309.73 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $35k | 71.00 | 492.96 | |
| Schwab Strategic Tr Us Lcap Gr Etf Etf (SCHG) | 0.0 | $34k | 1.4k | 24.73 | |
| Burlington Stores (BURL) | 0.0 | $34k | 143.00 | 237.76 | |
| Ameriprise Financial (AMP) | 0.0 | $33k | 69.00 | 478.26 | |
| Applied Materials (AMAT) | 0.0 | $33k | 69.00 | 478.26 | |
| Ishares Tr Core Us Aggbd Et Etf (AGG) | 0.0 | $33k | 334.00 | 98.80 | |
| Church & Dwight (CHD) | 0.0 | $33k | 300.00 | 110.00 | |
| Blackrock (BLK) | 0.0 | $33k | 35.00 | 942.86 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $33k | 235.00 | 140.43 | |
| Unilever Adr (UL) | 0.0 | $32k | 530.00 | 60.38 | |
| Air Products & Chemicals (APD) | 0.0 | $32k | 109.00 | 293.58 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $30k | 433.00 | 69.28 | |
| Vanguard World Fds Etf (VSGX) | 0.0 | $30k | 509.00 | 58.94 | |
| Cme (CME) | 0.0 | $29k | 110.00 | 263.64 | |
| Dominion Resources (D) | 0.0 | $28k | 500.00 | 56.00 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $28k | 54.00 | 518.52 | |
| GSK Adr (GSK) | 0.0 | $27k | 685.00 | 39.42 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $26k | 150.00 | 173.33 | |
| Marriott International (MAR) | 0.0 | $25k | 104.00 | 240.38 | |
| Williams Companies (WMB) | 0.0 | $24k | 400.00 | 60.00 | |
| Broadcom (AVGO) | 0.0 | $24k | 145.00 | 165.52 | |
| Apollo Global Mgmt (APO) | 0.0 | $24k | 176.00 | 136.36 | |
| Gilead Sciences (GILD) | 0.0 | $24k | 218.00 | 110.09 | |
| Booking Holdings (BKNG) | 0.0 | $23k | 5.00 | 4600.00 | |
| Vanguard World Fds Etf (VGT) | 0.0 | $23k | 42.00 | 547.62 | |
| Astrazeneca Adr (AZN) | 0.0 | $23k | 314.00 | 73.25 | |
| Paycom Software (PAYC) | 0.0 | $22k | 102.00 | 215.69 | |
| American Electric Power Company (AEP) | 0.0 | $22k | 200.00 | 110.00 | |
| Discover Financial Services | 0.0 | $22k | 129.00 | 170.54 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $21k | 270.00 | 77.78 | |
| Monster Beverage Corp (MNST) | 0.0 | $21k | 360.00 | 58.33 | |
| Intel Corporation (INTC) | 0.0 | $21k | 910.00 | 23.08 | |
| Cleveland-cliffs (CLF) | 0.0 | $21k | 2.6k | 8.20 | |
| Microchip Technology (MCHP) | 0.0 | $20k | 408.00 | 49.02 | |
| Waste Management (WM) | 0.0 | $19k | 84.00 | 226.19 | |
| Atmos Energy Corporation (ATO) | 0.0 | $19k | 120.00 | 158.33 | |
| Stereotaxis (STXS) | 0.0 | $18k | 10k | 1.80 | |
| Select Sector Spdr Tr Etf (XLE) | 0.0 | $18k | 190.00 | 94.74 | |
| Datadog Inc Cl A (DDOG) | 0.0 | $17k | 172.00 | 98.84 | |
| Paylocity Holding Corporation (PCTY) | 0.0 | $17k | 89.00 | 191.01 | |
| American Water Works (AWK) | 0.0 | $17k | 117.00 | 145.30 | |
| Advanced Micro Devices (AMD) | 0.0 | $17k | 166.00 | 102.41 | |
| Walker & Dunlop (WD) | 0.0 | $17k | 199.00 | 85.43 | |
| Vanguard Index Fds Sml Cp Grw Etf Etf (VBK) | 0.0 | $16k | 64.00 | 250.00 | |
| Sonoco Products Company (SON) | 0.0 | $16k | 345.00 | 46.38 | |
| Hdfc Bank Adr (HDB) | 0.0 | $16k | 248.00 | 64.52 | |
| Emerson Electric (EMR) | 0.0 | $15k | 139.00 | 107.91 | |
| Phillips 66 (PSX) | 0.0 | $15k | 125.00 | 120.00 | |
| Etsy (ETSY) | 0.0 | $14k | 300.00 | 46.67 | |
| General Mills (GIS) | 0.0 | $14k | 234.00 | 59.83 | |
| Wal-Mart Stores (WMT) | 0.0 | $14k | 154.00 | 90.91 | |
| Cardinal Health (CAH) | 0.0 | $13k | 96.00 | 135.42 | |
| Realty Income (O) | 0.0 | $13k | 216.00 | 60.19 | |
| Constellation Energy (CEG) | 0.0 | $13k | 66.00 | 196.97 | |
| Valero Energy Corporation (VLO) | 0.0 | $13k | 100.00 | 130.00 | |
| Cheniere Energy (LNG) | 0.0 | $12k | 50.00 | 240.00 | |
| Vanguard Index Sm Cp Val Etf (VBR) | 0.0 | $12k | 64.00 | 187.50 | |
| MarketAxess Holdings (MKTX) | 0.0 | $12k | 55.00 | 218.18 | |
| Chesapeake Utilities Corporation (CPK) | 0.0 | $12k | 90.00 | 133.33 | |
| Haleon Adr (HLN) | 0.0 | $12k | 1.2k | 10.20 | |
| Invesco Exch Traded Etf (TAN) | 0.0 | $11k | 374.00 | 29.41 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $11k | 81.00 | 135.80 | |
| Hp (HPQ) | 0.0 | $11k | 400.00 | 27.50 | |
| Warner Bros. Discovery (WBD) | 0.0 | $11k | 1.0k | 10.53 | |
| Brown-Forman Corporation (BF.A) | 0.0 | $11k | 337.00 | 32.64 | |
| Schwab Strategic Tr Sht Tm Us Tres Etf (SCHO) | 0.0 | $10k | 414.00 | 24.15 | |
| General Electric (GE) | 0.0 | $10k | 52.00 | 192.31 | |
| Spdr S&p Midcap 400 Etf Tr Etf (MDY) | 0.0 | $10k | 19.00 | 526.32 | |
| Molina Healthcare (MOH) | 0.0 | $10k | 30.00 | 333.33 | |
| Ishares Bitcoin Tr (IBIT) | 0.0 | $10k | 208.00 | 48.08 | |
| Norfolk Southern (NSC) | 0.0 | $9.0k | 40.00 | 225.00 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $9.0k | 15.00 | 600.00 | |
| Exelon Corporation (EXC) | 0.0 | $9.0k | 200.00 | 45.00 | |
| Kennametal (KMT) | 0.0 | $9.0k | 400.00 | 22.50 | |
| Prudential Financial (PRU) | 0.0 | $9.0k | 81.00 | 111.11 | |
| MercadoLibre (MELI) | 0.0 | $8.0k | 4.00 | 2000.00 | |
| Vanguard Scottsdale Fds Int-term Corp Etf (VCIT) | 0.0 | $8.0k | 100.00 | 80.00 | |
| Crown Castle Intl (CCI) | 0.0 | $8.0k | 72.00 | 111.11 | |
| Kenvue (KVUE) | 0.0 | $8.0k | 344.00 | 23.26 | |
| Grayscale Bitcoin Mini Trust Etf (BTC) | 0.0 | $7.0k | 203.00 | 34.48 | |
| Comcast Corporation (CMCSA) | 0.0 | $7.0k | 201.00 | 34.83 | |
| Palantir Technologies (PLTR) | 0.0 | $7.0k | 81.00 | 86.42 | |
| Ishares Tr Core High Dv Etf Etf (HDV) | 0.0 | $7.0k | 60.00 | 116.67 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $7.0k | 18.00 | 388.89 | |
| Msa Safety Inc equity (MSA) | 0.0 | $7.0k | 50.00 | 140.00 | |
| MicroStrategy Incorporated (MSTR) | 0.0 | $6.0k | 22.00 | 272.73 | |
| Netflix (NFLX) | 0.0 | $6.0k | 6.00 | 1000.00 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $6.0k | 40.00 | 150.00 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $6.0k | 400.00 | 15.00 | |
| Global X Fds Artificial Etf (AIQ) | 0.0 | $6.0k | 171.00 | 35.09 | |
| Griffon Corporation (GFF) | 0.0 | $5.0k | 65.00 | 76.92 | |
| ConocoPhillips (COP) | 0.0 | $5.0k | 47.00 | 106.38 | |
| Motorola Solutions (MSI) | 0.0 | $5.0k | 11.00 | 454.55 | |
| Roper Industries (ROP) | 0.0 | $5.0k | 9.00 | 555.56 | |
| salesforce (CRM) | 0.0 | $5.0k | 18.00 | 277.78 | |
| Intercontinental Exchange (ICE) | 0.0 | $5.0k | 27.00 | 185.19 | |
| Butterfly Networ (BFLY) | 0.0 | $5.0k | 2.0k | 2.50 | |
| Brown & Brown (BRO) | 0.0 | $5.0k | 42.00 | 119.05 | |
| Canadian Natural Resources (CNQ) | 0.0 | $5.0k | 154.00 | 32.47 | |
| Dollar Tree (DLTR) | 0.0 | $4.0k | 52.00 | 76.92 | |
| Agree Realty Corporation (ADC) | 0.0 | $4.0k | 47.00 | 85.11 | |
| American Express Company (AXP) | 0.0 | $4.0k | 15.00 | 266.67 | |
| Spdr Ser Tr Prtflo S&p500 Gw Etf (SPYG) | 0.0 | $4.0k | 53.00 | 75.47 | |
| Iqvia Holdings (IQV) | 0.0 | $4.0k | 20.00 | 200.00 | |
| Chubb (CB) | 0.0 | $4.0k | 13.00 | 307.69 | |
| Ge Vernova (GEV) | 0.0 | $4.0k | 13.00 | 307.69 | |
| Darden Restaurants (DRI) | 0.0 | $4.0k | 18.00 | 222.22 | |
| Coinbase Global (COIN) | 0.0 | $4.0k | 23.00 | 173.91 | |
| Neos Etf Trust Neos S&p 500 Hi Etf (SPYI) | 0.0 | $4.0k | 81.00 | 49.38 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $4.0k | 154.00 | 25.97 | |
| Spdr Ser Tr Etf (FLRN) | 0.0 | $4.0k | 130.00 | 30.77 | |
| Buzzfeed (BZFD) | 0.0 | $3.0k | 1.4k | 2.14 | |
| Halliburton Company (HAL) | 0.0 | $3.0k | 134.00 | 22.39 | |
| LTC Properties (LTC) | 0.0 | $3.0k | 79.00 | 37.97 | |
| Devon Energy Corporation (DVN) | 0.0 | $3.0k | 73.00 | 41.10 | |
| Electronic Arts (EA) | 0.0 | $3.0k | 20.00 | 150.00 | |
| Biogen Idec (BIIB) | 0.0 | $3.0k | 25.00 | 120.00 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $3.0k | 50.00 | 60.00 | |
| Shopify Inc cl a (SHOP) | 0.0 | $3.0k | 30.00 | 100.00 | |
| Waste Connections (WCN) | 0.0 | $3.0k | 15.00 | 200.00 | |
| Cigna Corp (CI) | 0.0 | $3.0k | 8.00 | 375.00 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $3.0k | 7.00 | 428.57 | |
| L3harris Technologies (LHX) | 0.0 | $3.0k | 14.00 | 214.29 | |
| Clean Harbors (CLH) | 0.0 | $3.0k | 13.00 | 230.77 | |
| Campbell Soup Company (CPB) | 0.0 | $3.0k | 86.00 | 34.88 | |
| WPP Adr (WPP) | 0.0 | $3.0k | 86.00 | 34.88 | |
| Capital Group Divid Value Etf Shs Creation Unit (CGDV) | 0.0 | $3.0k | 74.00 | 40.54 | |
| Viatris (VTRS) | 0.0 | $3.0k | 327.00 | 9.17 | |
| Etfis Ser Tr I Virtus Infrcap Etf (PFFA) | 0.0 | $3.0k | 138.00 | 21.74 | |
| Modiv Inc Cl C (MDV) | 0.0 | $2.0k | 103.00 | 19.42 | |
| Super Micro Computer Inc Com Usd0.001 (SMCI) | 0.0 | $2.0k | 58.00 | 34.48 | |
| Oge Energy Corp (OGE) | 0.0 | $2.0k | 37.00 | 54.05 | |
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.0 | $2.0k | 35.00 | 57.14 | |
| Centene Corporation (CNC) | 0.0 | $2.0k | 30.00 | 66.67 | |
| Nextera Energy (NEE) | 0.0 | $2.0k | 25.00 | 80.00 | |
| Diamondback Energy (FANG) | 0.0 | $2.0k | 10.00 | 200.00 | |
| Norwegian Cruise Line Hldgs (NCLH) | 0.0 | $2.0k | 100.00 | 20.00 | |
| Dell Technologies (DELL) | 0.0 | $2.0k | 20.00 | 100.00 | |
| Chart Industries (GTLS) | 0.0 | $2.0k | 14.00 | 142.86 | |
| Ishares Inc Msci World Etf Etf (URTH) | 0.0 | $2.0k | 14.00 | 142.86 | |
| Reaves Utility Income Fund (UTG) | 0.0 | $2.0k | 71.00 | 28.17 | |
| Ellington Financial Inc ellington financ (EFC) | 0.0 | $2.0k | 171.00 | 11.70 | |
| Ishares Tr Pfd And Incm Sec Etf (PFF) | 0.0 | $2.0k | 66.00 | 30.30 | |
| Proshares Tr Bitcoin Strate (BITO) | 0.0 | $2.0k | 117.00 | 17.09 | |
| Armour Residential Reit (ARR) | 0.0 | $2.0k | 110.00 | 18.18 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $2.0k | 53.00 | 37.74 | |
| SoundHound AI (SOUN) | 0.0 | $2.0k | 278.00 | 7.19 | |
| Nano X Imaging (NNOX) | 0.0 | $1.0k | 132.00 | 7.58 | |
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $1.0k | 137.00 | 7.30 | |
| Applied Blockchain (APLD) | 0.0 | $1.0k | 89.00 | 11.24 | |
| Gladstone Investment Corporation (GAIN) | 0.0 | $1.0k | 92.00 | 10.87 | |
| Gladstone Commercial Corporation (GOOD) | 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 | |
| Grayscale Ethereum Com Unt (ETHE) | 0.0 | $1.0k | 93.00 | 10.75 | |
| Enterprise Products Partners (EPD) | 0.0 | $1.0k | 18.00 | 55.56 | |
| Symbotic (SYM) | 0.0 | $1.0k | 36.00 | 27.78 | |
| 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 | 28.00 | 35.71 | |
| Mirum Pharmaceuticals (MIRM) | 0.0 | $1.0k | 19.00 | 52.63 | |
| J P Morgan Exchange Traded F Hedged Equity La Etf (HELO) | 0.0 | $1.0k | 13.00 | 76.92 | |
| Analog Devices (ADI) | 0.0 | $1.0k | 6.00 | 166.67 | |
| Coca Cola European Partners (CCEP) | 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 | |
| Texas Roadhouse (TXRH) | 0.0 | $1.0k | 4.00 | 250.00 | |
| 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 | |
| Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX) | 0.0 | $1.0k | 25.00 | 40.00 | |
| Acadia Healthcare (ACHC) | 0.0 | $1.0k | 40.00 | 25.00 | |
| Sarepta Therapeutics (SRPT) | 0.0 | $1.0k | 8.00 | 125.00 | |
| Gaming & Leisure Pptys (GLPI) | 0.0 | $1.0k | 10.00 | 100.00 | |
| 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 | |
| Trade Desk (TTD) | 0.0 | $1.0k | 16.00 | 62.50 | |
| Vici Pptys (VICI) | 0.0 | $1.0k | 32.00 | 31.25 | |
| Wisdomtree Tr Floatng Rat Trea Etf (USFR) | 0.0 | $1.0k | 20.00 | 50.00 | |
| Becton, Dickinson and (BDX) | 0.0 | $999.999900 | 3.00 | 333.33 | |
| Casey's General Stores (CASY) | 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 | |
| Elf Beauty (ELF) | 0.0 | $999.999600 | 12.00 | 83.33 | |
| Reddit (RDDT) | 0.0 | $999.999600 | 12.00 | 83.33 | |
| Ge Healthcare Technologies I (GEHC) | 0.0 | $999.999500 | 17.00 | 58.82 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $999.999000 | 45.00 | 22.22 | |
| Mattel (MAT) | 0.0 | $999.999000 | 30.00 | 33.33 | |
| Newell Rubbermaid (NWL) | 0.0 | $999.999000 | 105.00 | 9.52 | |
| F.N.B. Corporation (FNB) | 0.0 | $999.999000 | 90.00 | 11.11 | |
| Hercules Technology Growth Capital (HTGC) | 0.0 | $999.999000 | 54.00 | 18.52 | |
| Fidelity Covington Trust Etf (FREL) | 0.0 | $999.999000 | 26.00 | 38.46 | |
| Schrodinger (SDGR) | 0.0 | $999.999000 | 45.00 | 22.22 | |
| Gold Fields Adr (GFI) | 0.0 | $999.998700 | 53.00 | 18.87 | |
| Angel Oak Mtg (AOMR) | 0.0 | $999.998700 | 53.00 | 18.87 | |
| Sofi Technologies (SOFI) | 0.0 | $999.998600 | 46.00 | 21.74 | |
| Arbor Realty Trust (ABR) | 0.0 | $999.998200 | 82.00 | 12.20 | |
| Outfront Media | 0.0 | $999.997600 | 56.00 | 17.86 | |
| PennantPark Investment (PNNT) | 0.0 | $999.996000 | 120.00 | 8.33 | |
| Hasbro (HAS) | 0.0 | $0 | 4.00 | 0.00 | |
| Fidelity National Information Services (FIS) | 0.0 | $0 | 6.00 | 0.00 | |
| Ecolab (ECL) | 0.0 | $0 | 1.00 | 0.00 | |
| Sony Corporation (SONY) | 0.0 | $0 | 10.00 | 0.00 | |
| Digital Realty Trust (DLR) | 0.0 | $0 | 3.00 | 0.00 | |
| Best Buy (BBY) | 0.0 | $0 | 6.00 | 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 | |
| Ares Capital Corporation (ARCC) | 0.0 | $0 | 18.00 | 0.00 | |
| Northwest Bancshares (NWBI) | 0.0 | $0 | 20.00 | 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 | 13.00 | 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 | |
| Global X Fds rbtcs artfl in (BOTZ) | 0.0 | $0 | 4.00 | 0.00 | |
| Sea Adr (SE) | 0.0 | $0 | 1.00 | 0.00 | |
| Invesco Exch Traded Etf (XSVM) | 0.0 | $0 | 7.00 | 0.00 | |
| 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 | |
| Rush Street Interactive (RSI) | 0.0 | $0 | 7.00 | 0.00 | |
| Fiat Chrysler Automobiles (STLA) | 0.0 | $0 | 30.00 | 0.00 | |
| Organon & Co (OGN) | 0.0 | $0 | 22.00 | 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 | |
| Serve Robotics (SERV) | 0.0 | $0 | 67.00 | 0.00 | |
| Fuelcell Energy (FCEL) | 0.0 | $0 | 33.00 | 0.00 | |
| Arista Networks (ANET) | 0.0 | $0 | 5.00 | 0.00 | |
| Grayscale Ethereum Mini Trust Etf (ETH) | 0.0 | $0 | 13.00 | 0.00 |