Savvy Advisors

Savvy Advisors as of Sept. 30, 2025

Portfolio Holdings for Savvy Advisors

Savvy Advisors holds 820 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.5 $141M 230k 612.38
NVIDIA Corporation (NVDA) 6.1 $133M 712k 186.58
Ishares Tr Core Total Usd (IUSB) 3.8 $83M 1.8M 46.71
Ishares Tr Core S&p500 Etf (IVV) 3.1 $67M 100k 669.30
Apple (AAPL) 2.5 $54M 214k 254.63
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.4 $52M 1.6M 31.91
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 2.4 $52M 827k 62.91
Ishares Tr Core Us Aggbd Et (AGG) 2.2 $47M 470k 100.25
Microsoft Corporation (MSFT) 2.1 $47M 90k 517.95
Spinnaker Etf Series Uva Unconstraind (FFIU) 2.1 $46M 2.0M 22.39
Vanguard Index Fds Value Etf (VTV) 1.6 $34M 185k 186.49
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.4 $31M 392k 78.91
Ishares Tr Msci Intl Vlu Ft (IVLU) 1.4 $30M 831k 35.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $27M 451k 59.92
Ishares Tr Msci Usa Mmentm (MTUM) 1.1 $24M 94k 256.45
Amazon (AMZN) 1.1 $24M 110k 219.57
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.1 $24M 615k 38.57
Ishares Tr National Mun Etf (MUB) 1.0 $21M 199k 106.49
Select Sector Spdr Tr Technology (XLK) 1.0 $21M 74k 281.86
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $18M 27k 666.19
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.8 $18M 480k 36.81
Alphabet Cap Stk Cl A (GOOGL) 0.8 $17M 71k 243.10
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.8 $17M 162k 102.99
Vanguard World Inf Tech Etf (VGT) 0.8 $16M 22k 746.63
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $16M 27k 600.37
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $16M 137k 113.88
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.7 $15M 326k 46.96
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.7 $15M 316k 46.81
Broadcom (AVGO) 0.7 $15M 44k 329.91
Procter & Gamble Company (PG) 0.7 $14M 94k 153.65
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.7 $14M 309k 46.42
Ishares Gold Tr Ishares New (IAU) 0.7 $14M 196k 72.77
Alphabet Cap Stk Cl C (GOOG) 0.6 $14M 58k 243.55
Meta Platforms Cl A (META) 0.6 $14M 19k 734.38
Dimensional Etf Trust Us High Profitab (DUHP) 0.6 $13M 347k 37.77
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.6 $13M 293k 44.69
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $13M 495k 26.34
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $13M 39k 328.17
Tesla Motors (TSLA) 0.6 $13M 29k 444.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $12M 23k 502.74
Vanguard Index Fds Small Cp Etf (VB) 0.5 $12M 46k 254.28
Ishares Tr Core Intl Aggr (IAGG) 0.5 $11M 223k 51.23
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.5 $11M 211k 54.16
JPMorgan Chase & Co. (JPM) 0.5 $11M 35k 315.43
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.5 $11M 294k 36.33
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $11M 197k 54.18
Ishares Tr S&p 100 Etf (OEF) 0.5 $9.9M 30k 332.84
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.5 $9.9M 152k 65.00
Dimensional Etf Trust Intl Core Equity (DFIC) 0.4 $9.5M 291k 32.79
Doubleline Etf Trust Mortgage Etf (DMBS) 0.4 $9.3M 188k 49.68
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $8.4M 307k 27.30
Dimensional Etf Trust Calif Mun Bd Etf (DFCA) 0.4 $8.2M 164k 49.83
Costco Wholesale Corporation (COST) 0.4 $8.1M 8.8k 925.62
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $7.9M 74k 106.78
Visa Com Cl A (V) 0.3 $7.6M 22k 341.39
Dimensional Etf Trust Internatnal Val (DFIV) 0.3 $7.5M 162k 46.12
Exxon Mobil Corporation (XOM) 0.3 $7.4M 65k 112.75
Eli Lilly & Co. (LLY) 0.3 $7.4M 9.6k 763.03
Ishares Tr Core Msci Eafe (IEFA) 0.3 $7.1M 82k 87.31
Ishares Tr High Yld Systm B (HYDB) 0.3 $7.0M 145k 47.84
Abbvie (ABBV) 0.3 $6.9M 30k 231.54
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $6.7M 92k 72.44
Mastercard Incorporated Cl A (MA) 0.3 $6.5M 11k 568.83
Wal-Mart Stores (WMT) 0.3 $6.3M 61k 103.06
American Centy Etf Tr Avantis Us Small (AVSC) 0.3 $6.3M 110k 57.25
Ishares Tr Msci Intl Moment (IMTM) 0.3 $6.3M 131k 47.88
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $6.1M 209k 29.11
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $6.0M 234k 25.71
Home Depot (HD) 0.3 $5.8M 14k 405.19
Dimensional Etf Trust Intl High Profit (DIHP) 0.3 $5.8M 189k 30.39
Spdr Gold Tr Gold Shs (GLD) 0.3 $5.6M 16k 355.47
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.3 $5.6M 61k 91.75
Vanguard Index Fds Growth Etf (VUG) 0.2 $5.4M 11k 479.61
International Business Machines (IBM) 0.2 $5.0M 18k 282.16
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $4.9M 41k 118.83
J P Morgan Exchange Traded F Income Etf (JPIE) 0.2 $4.9M 105k 46.41
Ishares Tr Russell 3000 Etf (IWV) 0.2 $4.8M 13k 378.93
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $4.8M 25k 194.50
Chevron Corporation (CVX) 0.2 $4.8M 31k 155.29
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $4.8M 93k 51.04
McDonald's Corporation (MCD) 0.2 $4.7M 15k 303.90
Prosperity Bancshares (PB) 0.2 $4.5M 68k 66.35
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $4.3M 66k 65.26
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $4.3M 185k 23.28
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $4.3M 57k 75.11
Johnson & Johnson (JNJ) 0.2 $4.2M 23k 185.42
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.2 $4.2M 40k 104.51
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $4.1M 8.8k 468.39
Palantir Technologies Cl A (PLTR) 0.2 $4.1M 23k 182.42
Eaton Corp SHS (ETN) 0.2 $4.1M 11k 374.24
Ge Aerospace Com New (GE) 0.2 $3.9M 13k 300.81
Ishares Msci Emrg Chn (EMXC) 0.2 $3.9M 57k 67.51
Oracle Corporation (ORCL) 0.2 $3.8M 13k 281.24
Alps Etf Tr Rivrfrnt Str Inc (RIGS) 0.2 $3.6M 153k 23.28
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $3.5M 76k 46.24
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $3.5M 29k 120.72
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $3.4M 68k 50.07
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $3.4M 134k 25.13
Spdr Series Trust Nuveen Ice Munic (TFI) 0.2 $3.3M 72k 45.57
Palo Alto Networks (PANW) 0.2 $3.3M 16k 203.62
Vanguard Index Fds Large Cap Etf (VV) 0.1 $3.2M 10k 307.87
Ishares Core Msci Emkt (IEMG) 0.1 $3.2M 48k 65.92
Raytheon Technologies Corp (RTX) 0.1 $3.1M 19k 167.33
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $3.1M 119k 26.30
Cisco Systems (CSCO) 0.1 $3.1M 45k 68.42
Netflix (NFLX) 0.1 $3.1M 2.6k 1198.84
Verizon Communications (VZ) 0.1 $3.1M 70k 43.95
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $3.1M 32k 95.19
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $3.0M 66k 45.76
Micron Technology (MU) 0.1 $3.0M 18k 167.32
Pepsi (PEP) 0.1 $2.9M 21k 140.44
Goldman Sachs (GS) 0.1 $2.9M 3.6k 796.29
Philip Morris International (PM) 0.1 $2.9M 18k 162.20
Caterpillar (CAT) 0.1 $2.9M 6.0k 477.18
Sprott Fds Tr Uranium Miners E (URNM) 0.1 $2.8M 47k 60.43
Cambria Etf Tr Cambria Fgn Shr (FYLD) 0.1 $2.8M 91k 31.19
Abbott Laboratories (ABT) 0.1 $2.7M 21k 133.94
Intel Corporation (INTC) 0.1 $2.7M 81k 33.55
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $2.7M 61k 44.19
Novo-nordisk A S Adr (NVO) 0.1 $2.7M 49k 55.49
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $2.7M 19k 140.95
Charles Schwab Corporation (SCHW) 0.1 $2.7M 28k 95.47
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.1 $2.7M 35k 75.62
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $2.6M 38k 68.46
TJX Companies (TJX) 0.1 $2.6M 18k 144.54
Blackstone Group Inc Com Cl A (BX) 0.1 $2.6M 15k 170.85
Intuit (INTU) 0.1 $2.5M 3.7k 682.99
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $2.5M 11k 222.17
Ishares Silver Tr Ishares (SLV) 0.1 $2.5M 58k 42.37
Coca-Cola Company (KO) 0.1 $2.4M 37k 66.32
At&t (T) 0.1 $2.4M 87k 28.24
Lockheed Martin Corporation (LMT) 0.1 $2.4M 4.8k 499.17
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $2.4M 30k 79.93
Prologis (PLD) 0.1 $2.4M 21k 114.52
Vanguard World Mega Grwth Ind (MGK) 0.1 $2.3M 5.8k 402.42
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $2.2M 81k 27.90
Advanced Micro Devices (AMD) 0.1 $2.2M 14k 161.79
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $2.2M 52k 42.76
Qualcomm (QCOM) 0.1 $2.2M 13k 166.36
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $2.2M 23k 95.14
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $2.2M 44k 49.46
Amgen (AMGN) 0.1 $2.1M 7.6k 282.19
General Dynamics Corporation (GD) 0.1 $2.1M 6.3k 341.01
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $2.1M 7.7k 279.30
Bristol Myers Squibb (BMY) 0.1 $2.1M 47k 45.10
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $2.1M 72k 29.73
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $2.1M 16k 135.23
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $2.1M 27k 78.09
Altria (MO) 0.1 $2.1M 32k 66.06
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $2.1M 23k 89.57
Spotify Technology S A SHS (SPOT) 0.1 $2.1M 3.0k 698.08
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $2.0M 36k 57.47
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $2.0M 7.4k 273.63
Ishares Tr Core Msci Intl (IDEV) 0.1 $2.0M 25k 80.17
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $2.0M 28k 70.85
Ge Vernova (GEV) 0.1 $2.0M 3.3k 614.91
Spdr Series Trust Portfolio S&p500 (SPLG) 0.1 $2.0M 25k 78.34
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $2.0M 55k 36.35
Progressive Corporation (PGR) 0.1 $2.0M 8.0k 246.96
Global X Fds U S Electrificat (ZAP) 0.1 $2.0M 67k 29.52
Walt Disney Company (DIS) 0.1 $1.9M 17k 114.50
Bank of America Corporation (BAC) 0.1 $1.9M 37k 51.59
Pimco Etf Tr Multisector Bd (PYLD) 0.1 $1.9M 70k 26.84
Blackrock (BLK) 0.1 $1.9M 1.6k 1165.98
Metropcs Communications (TMUS) 0.1 $1.9M 7.8k 239.39
salesforce (CRM) 0.1 $1.9M 7.8k 236.99
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.8M 7.6k 241.96
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.8M 6.3k 293.74
Pacer Fds Tr Us Lrg Cp Cash (COWG) 0.1 $1.8M 51k 36.30
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $1.8M 43k 42.79
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $1.8M 36k 50.78
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $1.8M 32k 57.04
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $1.8M 32k 55.71
Adobe Systems Incorporated (ADBE) 0.1 $1.8M 5.1k 352.76
ConocoPhillips (COP) 0.1 $1.8M 19k 94.59
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.1 $1.8M 23k 78.41
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $1.8M 31k 56.86
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $1.8M 56k 31.38
Linde SHS (LIN) 0.1 $1.8M 3.7k 475.00
Lowe's Companies (LOW) 0.1 $1.7M 6.9k 251.30
First Tr Exchange-traded SHS (FVD) 0.1 $1.7M 37k 46.24
Kroger (KR) 0.1 $1.7M 25k 67.41
Uber Technologies (UBER) 0.1 $1.7M 17k 97.97
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.7M 7.9k 215.80
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $1.7M 6.8k 247.12
American Express Company (AXP) 0.1 $1.7M 5.1k 332.19
Parsons Corporation (PSN) 0.1 $1.7M 20k 82.92
Waste Management (WM) 0.1 $1.7M 7.6k 220.82
Dbx Etf Tr Xtrackrs S&p 500 (SNPE) 0.1 $1.7M 28k 60.03
Spdr Series Trust S&p 500 Esg Etf (EFIV) 0.1 $1.7M 26k 63.59
UnitedHealth (UNH) 0.1 $1.6M 4.8k 345.28
Wells Fargo & Company (WFC) 0.1 $1.6M 20k 83.82
Amphenol Corp Cl A (APH) 0.1 $1.6M 13k 123.75
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $1.6M 22k 73.46
Constellation Energy (CEG) 0.1 $1.6M 4.9k 329.07
Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.6M 4.4k 365.51
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $1.6M 40k 39.61
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $1.6M 14k 111.47
Newmont Mining Corporation (NEM) 0.1 $1.6M 19k 84.31
Comstock Com Shs (LODE) 0.1 $1.6M 462k 3.42
Cadence Design Systems (CDNS) 0.1 $1.6M 4.5k 351.28
Morgan Stanley Com New (MS) 0.1 $1.6M 9.8k 158.96
Medtronic SHS (MDT) 0.1 $1.5M 16k 95.24
Honeywell International (HON) 0.1 $1.5M 7.2k 210.50
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $1.5M 15k 99.53
Welltower Inc Com reit (WELL) 0.1 $1.4M 8.1k 178.15
Citigroup Com New (C) 0.1 $1.4M 14k 101.50
Merck & Co (MRK) 0.1 $1.4M 17k 83.93
Texas Instruments Incorporated (TXN) 0.1 $1.4M 7.7k 183.73
Ishares Msci Gbl Etf New (PICK) 0.1 $1.4M 32k 44.50
Boston Scientific Corporation (BSX) 0.1 $1.4M 14k 97.63
AvalonBay Communities (AVB) 0.1 $1.4M 7.2k 193.16
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.4M 19k 74.37
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $1.4M 16k 89.03
Ares Capital Corporation (ARCC) 0.1 $1.4M 67k 20.41
Spdr Series Trust Nuveen Ice High (HYMB) 0.1 $1.4M 55k 24.93
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $1.4M 20k 67.26
Deere & Company (DE) 0.1 $1.4M 3.0k 457.27
Guggenheim Bld Amr Bds Mng D (GBAB) 0.1 $1.4M 87k 15.58
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $1.4M 9.3k 145.65
Parker-Hannifin Corporation (PH) 0.1 $1.3M 1.8k 757.95
Coinbase Global Com Cl A (COIN) 0.1 $1.3M 4.0k 337.48
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.3M 54k 24.40
Union Pacific Corporation (UNP) 0.1 $1.3M 5.5k 236.37
Shell Spon Ads (SHEL) 0.1 $1.3M 18k 71.53
Novartis Sponsored Adr (NVS) 0.1 $1.3M 10k 128.24
Ishares Tr Yld Optim Bd (BYLD) 0.1 $1.3M 56k 22.92
Leidos Holdings (LDOS) 0.1 $1.3M 6.7k 188.97
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.3M 18k 71.37
Automatic Data Processing (ADP) 0.1 $1.2M 4.2k 293.53
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $1.2M 26k 48.03
Ishares Tr Conv Bd Etf (ICVT) 0.1 $1.2M 12k 100.05
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.1 $1.2M 22k 55.33
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.2M 4.8k 246.59
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $1.2M 28k 42.96
Nextera Energy (NEE) 0.1 $1.2M 16k 75.49
Cambria Etf Tr Emrg Sharehldr (EYLD) 0.1 $1.2M 32k 37.20
Dimensional Etf Trust Global Real Est (DFGR) 0.1 $1.2M 43k 27.31
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.1 $1.2M 25k 47.55
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $1.2M 37k 31.53
Stryker Corporation (SYK) 0.1 $1.1M 3.1k 369.63
3M Company (MMM) 0.1 $1.1M 7.3k 155.19
S&p Global (SPGI) 0.1 $1.1M 2.3k 486.69
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.1M 38k 29.64
Ishares U S Etf Tr Short Maturity M (MEAR) 0.1 $1.1M 22k 50.51
Ishares Tr Core Msci Total (IXUS) 0.1 $1.1M 14k 82.58
Denali Therapeutics (DNLI) 0.1 $1.1M 77k 14.52
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $1.1M 12k 93.64
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $1.1M 35k 32.07
Xcel Energy (XEL) 0.1 $1.1M 14k 80.65
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.1M 5.3k 208.71
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $1.1M 11k 100.70
Equity Lifestyle Properties (ELS) 0.1 $1.1M 18k 60.70
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.1 $1.1M 40k 27.31
Regeneron Pharmaceuticals (REGN) 0.1 $1.1M 1.9k 562.40
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.1M 12k 93.37
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $1.1M 18k 60.03
Palmer Square Funds Trust Cr Opportunities (PSQO) 0.0 $1.1M 52k 20.60
Kinder Morgan (KMI) 0.0 $1.1M 38k 28.31
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $1.1M 6.1k 174.58
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $1.1M 6.0k 178.72
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.0 $1.0M 11k 92.60
Main Street Capital Corporation (MAIN) 0.0 $1.0M 16k 63.59
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $1.0M 31k 33.37
Williams Companies (WMB) 0.0 $1.0M 16k 63.35
Ishares Esg Awr Msci Em (ESGE) 0.0 $1.0M 23k 43.42
Boeing Company (BA) 0.0 $1.0M 4.7k 215.82
Dimensional Etf Trust Short Duration F (DFSD) 0.0 $991k 21k 48.19
Booking Holdings (BKNG) 0.0 $987k 183.00 5390.51
Ishares Tr Msci Usa Value (VLUE) 0.0 $986k 7.9k 125.04
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $978k 4.7k 206.50
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $978k 10k 96.55
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF) 0.0 $974k 39k 24.85
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $972k 3.3k 293.76
Strategy Cl A New (MSTR) 0.0 $970k 3.0k 322.25
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $959k 8.1k 118.44
Vanguard Wellington Short Trm Tax Ex (VTES) 0.0 $947k 9.3k 101.92
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $945k 10k 91.42
L3harris Technologies (LHX) 0.0 $944k 3.1k 305.43
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.0 $935k 56k 16.60
Barrick Mng Corp Com Shs (B) 0.0 $932k 28k 32.77
American Electric Power Company (AEP) 0.0 $925k 8.2k 112.50
Sixth Street Specialty Lending (TSLX) 0.0 $923k 40k 22.86
Emerson Electric (EMR) 0.0 $922k 7.0k 131.19
Lam Research Corp Com New (LRCX) 0.0 $921k 6.9k 133.89
Applied Materials (AMAT) 0.0 $917k 4.5k 204.75
Duke Energy Corp Com New (DUK) 0.0 $914k 7.4k 123.75
Arista Networks Com Shs (ANET) 0.0 $905k 6.2k 145.71
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.0 $902k 33k 27.29
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $901k 17k 53.03
Prudential Financial (PRU) 0.0 $900k 8.7k 103.74
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $900k 14k 65.01
Starbucks Corporation (SBUX) 0.0 $884k 10k 84.60
Southern Company (SO) 0.0 $880k 9.3k 94.77
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $876k 9.8k 89.37
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.0 $864k 22k 38.97
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $863k 44k 19.71
General Motors Company (GM) 0.0 $861k 14k 60.97
Oge Energy Corp (OGE) 0.0 $859k 19k 46.27
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $855k 6.8k 125.95
PNC Financial Services (PNC) 0.0 $850k 4.2k 200.95
Phillips 66 (PSX) 0.0 $848k 6.2k 136.03
Valero Energy Corporation (VLO) 0.0 $839k 4.9k 170.26
United Parcel Service CL B (UPS) 0.0 $834k 10k 83.53
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $833k 8.1k 103.36
Thermo Fisher Scientific (TMO) 0.0 $830k 1.7k 484.92
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $820k 5.8k 142.41
W.W. Grainger (GWW) 0.0 $819k 859.00 952.96
Ecolab (ECL) 0.0 $813k 3.0k 273.86
Servicenow (NOW) 0.0 $812k 882.00 920.42
Workday Cl A (WDAY) 0.0 $807k 3.4k 240.73
Capital One Financial (COF) 0.0 $804k 3.8k 212.55
American Centy Etf Tr Diversified Mu (TAXF) 0.0 $803k 16k 50.23
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.0 $801k 15k 51.91
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.0 $796k 11k 74.72
Agnc Invt Corp Com reit (AGNC) 0.0 $792k 81k 9.79
T Rowe Price Etf Us Equity Resear (TSPA) 0.0 $776k 19k 41.91
Freeport-mcmoran CL B (FCX) 0.0 $776k 20k 39.22
Illinois Tool Works (ITW) 0.0 $774k 3.0k 260.75
Mondelez Intl Cl A (MDLZ) 0.0 $774k 12k 62.47
Pfizer (PFE) 0.0 $768k 30k 25.48
Sandisk Corp (SNDK) 0.0 $768k 6.8k 112.20
Ishares Tr Select Divid Etf (DVY) 0.0 $761k 5.4k 142.09
Steel Dynamics (STLD) 0.0 $761k 5.5k 139.44
Chubb (CB) 0.0 $754k 2.7k 282.25
Annaly Capital Management In Com New (NLY) 0.0 $747k 37k 20.21
Comcast Corp Cl A (CMCSA) 0.0 $741k 24k 31.42
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $739k 13k 58.85
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.0 $738k 9.4k 78.38
Ishares Tr Eafe Value Etf (EFV) 0.0 $738k 11k 67.83
Kennametal (KMT) 0.0 $736k 35k 20.93
Old Dominion Freight Line (ODFL) 0.0 $730k 5.2k 140.79
IDEXX Laboratories (IDXX) 0.0 $727k 1.1k 638.89
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $725k 3.8k 189.69
Crowdstrike Hldgs Cl A (CRWD) 0.0 $722k 1.5k 490.53
Spdr Series Trust Nuveen Ice Short (SHM) 0.0 $720k 15k 48.22
Clorox Company (CLX) 0.0 $719k 5.8k 123.30
Technipfmc (FTI) 0.0 $708k 18k 39.45
Fidelity Covington Trust Enhanced Mid (FMDE) 0.0 $707k 20k 36.15
Exelon Corporation (EXC) 0.0 $705k 16k 45.01
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $704k 5.6k 125.95
Evercore Class A (EVR) 0.0 $698k 2.1k 337.40
Rbc Cad (RY) 0.0 $698k 4.7k 147.31
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $696k 7.5k 92.98
Monster Beverage Corp (MNST) 0.0 $693k 10k 67.31
Morgan Stanley Etf Trust Parametric Hedge (PHEQ) 0.0 $690k 22k 32.01
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $688k 8.2k 84.11
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $686k 4.9k 139.66
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 0.0 $685k 14k 49.72
Truist Financial Corp equities (TFC) 0.0 $682k 15k 45.72
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $680k 4.7k 145.60
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $680k 12k 57.10
Lululemon Athletica (LULU) 0.0 $677k 3.8k 177.94
Marriott Intl Cl A (MAR) 0.0 $677k 2.6k 260.48
Dimensional Etf Trust World Equity Etf (DFAW) 0.0 $675k 9.4k 71.86
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.0 $674k 13k 52.12
Templeton Emerging Markets Income Fund (TEI) 0.0 $673k 109k 6.20
Ubs Ag London Branch Etracs Aler Mlp (MLPB) 0.0 $670k 27k 24.99
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $667k 7.9k 84.83
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.0 $666k 9.3k 71.94
Flexshares Tr Cr Scd Us Bd (SKOR) 0.0 $666k 14k 49.25
Public Storage (PSA) 0.0 $664k 2.3k 288.84
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $664k 5.1k 130.28
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.0 $662k 28k 23.37
Cummins (CMI) 0.0 $660k 1.6k 422.28
Sprott Asset Management Physical Silver (PSLV) 0.0 $658k 42k 15.70
Garmin SHS (GRMN) 0.0 $657k 2.7k 246.23
Devon Energy Corporation (DVN) 0.0 $654k 19k 35.06
Trane Technologies SHS (TT) 0.0 $653k 1.5k 422.08
AFLAC Incorporated (AFL) 0.0 $653k 5.8k 111.70
Ishares Tr U.s. Tech Etf (IYW) 0.0 $651k 3.3k 195.88
Mccormick & Co Com Non Vtg (MKC) 0.0 $649k 9.7k 66.91
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $648k 7.3k 88.96
Northrop Grumman Corporation (NOC) 0.0 $647k 1.1k 609.06
Manulife Finl Corp (MFC) 0.0 $647k 21k 31.15
Roblox Corp Cl A (RBLX) 0.0 $646k 4.7k 138.51
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $643k 4.3k 148.60
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.0 $639k 28k 22.95
Corteva (CTVA) 0.0 $628k 9.3k 67.63
Vanguard Instl Index Ultra-short Trea (VGUS) 0.0 $624k 8.2k 75.66
Ishares Tr Esg Optimized (SUSA) 0.0 $623k 4.6k 135.65
AutoZone (AZO) 0.0 $621k 145.00 4281.37
Gilead Sciences (GILD) 0.0 $620k 5.6k 110.99
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $617k 14k 45.51
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $617k 12k 50.63
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.0 $608k 9.8k 62.12
Kla Corp Com New (KLAC) 0.0 $600k 556.00 1078.53
FedEx Corporation (FDX) 0.0 $596k 2.5k 235.82
Sempra Energy (SRE) 0.0 $595k 6.6k 89.97
CVS Caremark Corporation (CVS) 0.0 $590k 7.8k 75.39
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.0 $587k 13k 44.42
Delta Air Lines Inc Del Com New (DAL) 0.0 $586k 10k 56.75
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.0 $585k 9.9k 59.20
Bank of New York Mellon Corporation (BK) 0.0 $581k 5.3k 108.96
American Tower Reit (AMT) 0.0 $580k 3.0k 192.32
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 0.0 $576k 14k 40.47
Pacer Fds Tr Us Small Cap Cas (CALF) 0.0 $575k 13k 43.78
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $573k 3.7k 155.43
Advisors Inner Circle Fd Ii 3edge Dynamic Ha (EDGH) 0.0 $572k 20k 28.83
Quest Diagnostics Incorporated (DGX) 0.0 $563k 3.0k 190.59
Dominion Resources (D) 0.0 $560k 9.2k 61.17
Ellington Financial Inc ellington financ (EFC) 0.0 $556k 43k 12.98
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $556k 1.4k 391.64
Putnam Etf Trust Focused Lar Cap (PVAL) 0.0 $550k 13k 42.72
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $548k 20k 26.95
Intercontinental Exchange (ICE) 0.0 $547k 3.2k 168.50
Quanta Services (PWR) 0.0 $546k 1.3k 414.38
Howmet Aerospace (HWM) 0.0 $544k 2.8k 196.20
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $542k 7.8k 69.37
Invesco Municipal Income Opp Trust (OIA) 0.0 $540k 90k 6.03
Dimensional Etf Trust Global Cr Etf (DGCB) 0.0 $536k 9.7k 55.45
Dell Technologies CL C (DELL) 0.0 $533k 3.8k 141.79
Applovin Corp Com Cl A (APP) 0.0 $533k 741.00 718.89
Woodward Governor Company (WWD) 0.0 $532k 2.1k 252.71
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $529k 3.7k 142.56
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $525k 6.8k 76.72
Verisign (VRSN) 0.0 $524k 1.9k 279.57
British Amern Tob Sponsored Adr (BTI) 0.0 $523k 9.8k 53.08
Ford Motor Company (F) 0.0 $522k 44k 11.96
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $519k 6.1k 84.68
Orix Corp Sponsored Adr (IX) 0.0 $512k 20k 26.12
Power Integrations (POWI) 0.0 $505k 13k 40.21
O'reilly Automotive (ORLY) 0.0 $503k 4.7k 107.81
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.0 $501k 16k 31.63
Best Buy (BBY) 0.0 $497k 6.6k 75.62
Fs Kkr Capital Corp (FSK) 0.0 $497k 33k 14.93
Steris Shs Usd (STE) 0.0 $496k 2.0k 247.44
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $493k 3.6k 137.78
Moody's Corporation (MCO) 0.0 $492k 1.0k 476.43
Asml Holding N V N Y Registry Shs (ASML) 0.0 $492k 508.00 967.97
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $490k 6.8k 72.26
Msci (MSCI) 0.0 $489k 861.00 567.41
Valmont Industries (VMI) 0.0 $483k 1.2k 387.80
Select Sector Spdr Tr Energy (XLE) 0.0 $483k 5.4k 89.33
Spdr Series Trust Portfolio S&p400 (SPMD) 0.0 $482k 8.4k 57.19
Biogen Idec (BIIB) 0.0 $482k 3.4k 140.08
Agios Pharmaceuticals (AGIO) 0.0 $481k 12k 40.14
AeroVironment (AVAV) 0.0 $480k 1.5k 314.91
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $477k 4.9k 97.82
Snowflake Com Shs (SNOW) 0.0 $476k 2.1k 225.52
Electronic Arts (EA) 0.0 $475k 2.4k 201.73
Fidelity Covington Trust Low Volity Etf (FDLO) 0.0 $474k 7.2k 65.87
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $474k 24k 19.56
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.0 $471k 14k 34.75
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $467k 8.8k 53.40
T Rowe Price Etf Ultra Shrt Trm (TBUX) 0.0 $467k 9.4k 49.84
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $466k 8.1k 57.52
Travelers Companies (TRV) 0.0 $464k 1.7k 279.24
Kimberly-Clark Corporation (KMB) 0.0 $462k 3.7k 124.34
Paychex (PAYX) 0.0 $461k 3.6k 126.78
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $460k 11k 43.30
Johnson Ctls Intl SHS (JCI) 0.0 $458k 4.2k 109.95
Becton, Dickinson and (BDX) 0.0 $458k 2.4k 187.19
Marathon Petroleum Corp (MPC) 0.0 $456k 2.4k 192.74
Equinix (EQIX) 0.0 $454k 579.00 783.60
Enovix Corp (ENVX) 0.0 $453k 45k 9.97
Dimensional Etf Trust Global Core Plus (DFGP) 0.0 $452k 8.1k 55.57
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $452k 10k 43.83
Cintas Corporation (CTAS) 0.0 $448k 2.2k 205.28
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.0 $448k 7.2k 61.92
TransDigm Group Incorporated (TDG) 0.0 $446k 338.00 1317.98
Eaton Vance Municipal Bond Fund (EIM) 0.0 $444k 45k 9.94
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.0 $444k 10k 43.92
RBB Us Treas 3 Mnth (TBIL) 0.0 $442k 8.8k 50.00
Incyte Corporation (INCY) 0.0 $442k 5.2k 84.81
National Grid Sponsored Adr Ne (NGG) 0.0 $441k 6.1k 72.67
McKesson Corporation (MCK) 0.0 $441k 571.00 772.13
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.0 $440k 6.1k 72.58
Aaon Com Par $0.004 (AAON) 0.0 $438k 4.7k 93.44
Dow (DOW) 0.0 $438k 19k 22.93
Ameriprise Financial (AMP) 0.0 $438k 891.00 491.43
CBOE Holdings (CBOE) 0.0 $438k 1.8k 245.22
Doordash Cl A (DASH) 0.0 $436k 1.6k 271.99
Spdr Series Trust Portfolio Intrmd (SPIB) 0.0 $435k 13k 33.89
Us Bancorp Del Com New (USB) 0.0 $433k 9.0k 48.33
Dupont De Nemours (DD) 0.0 $433k 5.6k 77.90
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.0 $433k 12k 37.31
American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $432k 4.0k 108.71
Expedia Group Com New (EXPE) 0.0 $430k 2.0k 213.75
Royal Caribbean Cruises (RCL) 0.0 $430k 1.3k 323.58
First Tr Exchange-traded Wtr Etf (FIW) 0.0 $428k 3.8k 112.35
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) 0.0 $427k 72k 5.92
Nike CL B (NKE) 0.0 $425k 6.1k 69.73
Carrier Global Corporation (CARR) 0.0 $424k 7.1k 59.70
MetLife (MET) 0.0 $423k 5.1k 82.37
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.0 $421k 8.3k 50.47
Enterprise Products Partners (EPD) 0.0 $420k 13k 31.27
Sherwin-Williams Company (SHW) 0.0 $419k 1.2k 346.32
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $416k 13k 31.16
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.0 $415k 17k 23.92
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $414k 5.5k 75.09
PG&E Corporation (PCG) 0.0 $414k 28k 15.08
Fiserv (FI) 0.0 $414k 3.2k 128.93
Sony Group Corp Sponsored Adr (SONY) 0.0 $414k 14k 28.79
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.0 $413k 8.2k 50.15
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $413k 1.5k 271.15
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.0 $413k 9.6k 43.10
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.0 $412k 18k 22.52
New York Life Invts Active E Nyli Mackay Muni (MMIN) 0.0 $412k 17k 23.81
Cloudflare Cl A Com (NET) 0.0 $412k 1.9k 214.59
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $412k 3.7k 110.60
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $412k 11k 36.16
Rockwell Automation (ROK) 0.0 $410k 1.2k 349.53
Zoetis Cl A (ZTS) 0.0 $410k 2.8k 146.32
Edison International (EIX) 0.0 $409k 7.4k 55.28
Intuitive Surgical Com New (ISRG) 0.0 $407k 909.00 447.23
Airbnb Com Cl A (ABNB) 0.0 $406k 3.3k 121.42
Motorola Solutions Com New (MSI) 0.0 $406k 887.00 457.39
Ionq Inc Pipe (IONQ) 0.0 $403k 6.6k 61.50
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.0 $402k 4.0k 100.22
Pacer Fds Tr Developed Mrkt (ICOW) 0.0 $401k 11k 36.42
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $401k 4.0k 99.11
Spdr Series Trust Portfolio S&p600 (SPSM) 0.0 $399k 8.6k 46.32
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $399k 5.4k 73.29
Fortinet (FTNT) 0.0 $398k 4.7k 84.07
United Rentals (URI) 0.0 $398k 417.00 954.53
Ark Etf Tr Innovation Etf (ARKK) 0.0 $396k 4.6k 86.31
J.B. Hunt Transport Services (JBHT) 0.0 $395k 2.9k 134.17
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.0 $393k 6.2k 63.02
D.R. Horton (DHI) 0.0 $392k 2.3k 169.47
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 0.0 $391k 16k 25.19
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $390k 6.8k 57.31
Pacer Fds Tr Us Chs Cws Gwt (BUL) 0.0 $390k 7.4k 52.33
Arthur J. Gallagher & Co. (AJG) 0.0 $383k 1.2k 309.68
Western Digital (WDC) 0.0 $382k 3.2k 120.06
Sterling Construction Company (STRL) 0.0 $382k 1.1k 339.68
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $382k 8.0k 47.74
Royal Gold (RGLD) 0.0 $380k 1.9k 200.58
Allstate Corporation (ALL) 0.0 $379k 1.8k 214.65
Paypal Holdings (PYPL) 0.0 $379k 5.6k 67.06
Global X Fds Adaptive Us (AUSF) 0.0 $379k 8.1k 46.51
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $378k 1.3k 297.69
Ishares Tr U S Equity Factr (LRGF) 0.0 $376k 5.4k 69.08
Tapestry (TPR) 0.0 $376k 3.3k 113.21
Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) 0.0 $376k 15k 24.93
Baidu Spon Adr Rep A (BIDU) 0.0 $376k 2.9k 131.76
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.0 $375k 7.5k 49.83
Match Group (MTCH) 0.0 $371k 11k 35.32
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $371k 18k 20.69
Direxion Shs Etf Tr Dly Gold Indx 2x (NUGT) 0.0 $371k 2.4k 154.44
Advisors Inner Circle Fd Ii 3edge Dynamic In (EDGI) 0.0 $371k 13k 27.72
Arrow Electronics (ARW) 0.0 $370k 3.1k 121.00
Tyson Foods Cl A (TSN) 0.0 $370k 6.8k 54.30
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $369k 4.8k 76.45
Dollar General (DG) 0.0 $368k 3.6k 103.35
DTE Energy Company (DTE) 0.0 $368k 2.6k 141.43
SYSCO Corporation (SYY) 0.0 $367k 4.5k 82.33
Marsh & McLennan Companies (MMC) 0.0 $367k 1.8k 201.55
Moog Cl A (MOG.A) 0.0 $367k 1.8k 207.66
Corning Incorporated (GLW) 0.0 $367k 4.5k 82.03
Everest Re Group (EG) 0.0 $366k 1.0k 350.23
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.0 $364k 7.4k 49.24
Lyft Cl A Com (LYFT) 0.0 $363k 17k 22.01
Texas Pacific Land Corp (TPL) 0.0 $362k 388.00 933.64
AmerisourceBergen (COR) 0.0 $362k 1.2k 312.53
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.0 $360k 29k 12.56
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $357k 1.7k 209.28
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $356k 3.6k 99.45
T Rowe Price Etf Qm Us Bond Etf (TAGG) 0.0 $353k 8.2k 43.06
Cme (CME) 0.0 $353k 1.3k 270.10
Old Republic International Corporation (ORI) 0.0 $352k 8.3k 42.47
D-wave Quantum (QBTS) 0.0 $351k 14k 24.71
Robinhood Mkts Com Cl A (HOOD) 0.0 $350k 2.4k 143.16
Analog Devices (ADI) 0.0 $349k 1.4k 245.69
Vistra Energy (VST) 0.0 $349k 1.8k 195.97
Ishares Tr China Lg-cap Etf (FXI) 0.0 $347k 8.4k 41.14
Rigetti Computing Common Stock (RGTI) 0.0 $346k 12k 29.79
Danaher Corporation (DHR) 0.0 $346k 1.7k 198.27
J P Morgan Exchange Traded F Active Growth (JGRO) 0.0 $346k 3.7k 93.75
A. O. Smith Corporation (AOS) 0.0 $345k 4.7k 73.41
Itt (ITT) 0.0 $345k 1.9k 178.76
Rush Enterprises Cl A (RUSHA) 0.0 $344k 6.4k 53.47
Select Sector Spdr Tr Indl (XLI) 0.0 $342k 2.2k 154.25
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) 0.0 $341k 6.2k 54.73
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.0 $340k 6.8k 49.79
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.0 $333k 8.7k 38.02
Cigna Corp (CI) 0.0 $331k 1.1k 288.28
First Tr Exchange-traded Core Investment (FTCB) 0.0 $331k 16k 21.31
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $330k 14k 23.56
Wisdomtree Tr Us Smallcap Fund (EES) 0.0 $330k 5.9k 55.87
Veeva Sys Cl A Com (VEEV) 0.0 $330k 1.1k 297.91
Xeris Pharmaceuticals (XERS) 0.0 $329k 41k 8.14
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $329k 4.2k 78.90
Pacer Fds Tr Globl Cash Etf (GCOW) 0.0 $329k 8.3k 39.62
Huntington Ingalls Inds (HII) 0.0 $327k 1.1k 287.85
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.0 $327k 4.6k 70.97
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $327k 19k 17.16
American Intl Group Com New (AIG) 0.0 $326k 4.2k 78.54
Kkr & Co (KKR) 0.0 $325k 2.5k 129.97
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $325k 1.8k 176.79
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $325k 745.00 435.67
Alnylam Pharmaceuticals (ALNY) 0.0 $324k 710.00 456.03
Victorias Secret And Common Stock (VSCO) 0.0 $323k 12k 27.14
Ishares Tr Intl Dev Re Etf (IFGL) 0.0 $322k 14k 23.02
Microchip Technology (MCHP) 0.0 $319k 5.0k 64.22
Hldgs (UAL) 0.0 $319k 3.3k 96.49
eBay (EBAY) 0.0 $319k 3.5k 90.95
Canadian Natl Ry (CNI) 0.0 $316k 3.3k 94.29
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.0 $314k 6.2k 50.63
Hewlett Packard Enterprise (HPE) 0.0 $313k 13k 24.56
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $313k 4.1k 76.01
Ishares Tr Mbs Etf (MBB) 0.0 $313k 3.3k 95.16
CRH Ord (CRH) 0.0 $312k 2.6k 119.88
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $312k 974.00 320.04
Ventas (VTR) 0.0 $311k 4.4k 69.98
Acm Resh Com Cl A (ACMR) 0.0 $311k 7.9k 39.13
Nexstar Media Group Common Stock (NXST) 0.0 $311k 1.6k 197.74
Medpace Hldgs (MEDP) 0.0 $309k 601.00 514.16
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.0 $308k 17k 18.24
Anthem (ELV) 0.0 $307k 949.00 323.18
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $306k 1.3k 236.10
Spdr Series Trust Aerospace Def (XAR) 0.0 $306k 1.3k 234.96
Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $305k 5.8k 52.22
Ishares Emng Mkts Eqt (EMGF) 0.0 $304k 5.4k 56.58
Aon Shs Cl A (AON) 0.0 $304k 853.00 356.72
Nasdaq Omx (NDAQ) 0.0 $304k 3.4k 88.45
Lincoln Electric Holdings (LECO) 0.0 $304k 1.3k 235.83
Consolidated Edison (ED) 0.0 $302k 3.0k 100.52
Fastenal Company (FAST) 0.0 $300k 6.1k 49.04
Cvr Partners (UAN) 0.0 $300k 3.3k 90.12
Textron (TXT) 0.0 $299k 3.5k 84.48
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $299k 3.9k 75.74
Citizens Financial (CFG) 0.0 $299k 5.6k 53.16
Chewy Cl A (CHWY) 0.0 $297k 7.3k 40.45
Zscaler Incorporated (ZS) 0.0 $297k 990.00 299.61
Ferguson Enterprises Common Stock New (FERG) 0.0 $297k 1.3k 224.54
Carpenter Technology Corporation (CRS) 0.0 $296k 1.2k 245.48
MasTec (MTZ) 0.0 $295k 1.4k 212.81
PPL Corporation (PPL) 0.0 $294k 7.9k 37.16
Otis Worldwide Corp (OTIS) 0.0 $293k 3.2k 91.44
Vanguard World Comm Srvc Etf (VOX) 0.0 $293k 1.6k 187.73
International Paper Company (IP) 0.0 $291k 6.3k 46.40
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.0 $290k 6.5k 44.43
Advanced Energy Industries (AEIS) 0.0 $290k 1.7k 170.17
Cheniere Energy Com New (LNG) 0.0 $288k 1.2k 234.93
Rollins (ROL) 0.0 $287k 4.9k 58.74
Wisdomtree Tr Itl High Div Fd (DTH) 0.0 $287k 5.8k 49.15
Centene Corporation (CNC) 0.0 $285k 8.0k 35.68
Growgeneration Corp (GRWG) 0.0 $284k 152k 1.87
Guidewire Software (GWRE) 0.0 $282k 1.2k 229.86
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $282k 15k 19.25
Block Cl A (XYZ) 0.0 $282k 3.9k 72.28
Iron Mountain (IRM) 0.0 $282k 2.8k 101.94
Wec Energy Group (WEC) 0.0 $281k 2.5k 114.59
Karman Hldgs Common Stock (KRMN) 0.0 $281k 3.9k 72.20
Schwab Strategic Tr Ultra Short Incm (SCUS) 0.0 $280k 11k 25.25
Brown & Brown (BRO) 0.0 $280k 3.0k 93.78
MGM Resorts International. (MGM) 0.0 $279k 8.1k 34.66
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $279k 2.0k 139.14
Hartford Financial Services (HIG) 0.0 $278k 2.1k 133.36
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $277k 1.4k 203.59
Comfort Systems USA (FIX) 0.0 $276k 335.00 825.18
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.0 $275k 8.6k 31.84
Mongodb Cl A (MDB) 0.0 $274k 884.00 310.38
Simon Property (SPG) 0.0 $274k 1.5k 187.67
German American Ban (GABC) 0.0 $273k 7.0k 39.27
EQT Corporation (EQT) 0.0 $273k 5.0k 54.43
Donaldson Company (DCI) 0.0 $273k 3.3k 81.84
EOG Resources (EOG) 0.0 $272k 2.4k 112.12
Southstate Bk Corp (SSB) 0.0 $272k 2.7k 98.87
Tractor Supply Company (TSCO) 0.0 $271k 4.8k 56.87
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $271k 2.7k 99.03
Williams-Sonoma (WSM) 0.0 $270k 1.4k 195.45
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.0 $270k 8.1k 33.42
Vaneck Etf Trust High Yld Munietf (HYD) 0.0 $269k 5.3k 50.90
NetApp (NTAP) 0.0 $268k 2.3k 118.44
Agnico (AEM) 0.0 $267k 1.6k 168.56
Teleflex Incorporated (TFX) 0.0 $266k 2.2k 122.36
Hca Holdings (HCA) 0.0 $265k 621.00 426.20
Chipotle Mexican Grill (CMG) 0.0 $264k 6.7k 39.19
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.0 $264k 4.7k 55.95
Capital Group Core Balanced SHS (CGBL) 0.0 $263k 7.6k 34.72
American Centy Etf Tr Us Quality Grow (QGRO) 0.0 $263k 2.3k 114.40
Texas Roadhouse (TXRH) 0.0 $261k 1.6k 166.15
Brinker International (EAT) 0.0 $260k 2.1k 126.69
Franklin Resources (BEN) 0.0 $259k 11k 23.13
Colgate-Palmolive Company (CL) 0.0 $259k 3.2k 79.94
Las Vegas Sands (LVS) 0.0 $258k 4.8k 53.79
Emcor (EME) 0.0 $257k 395.00 649.55
Innodata Com New (INOD) 0.0 $256k 3.3k 77.07
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $256k 6.7k 37.94
Fidelity Covington Trust Fidelity Us Mltf (FLRG) 0.0 $255k 6.6k 38.45
Aercap Holdings Nv SHS (AER) 0.0 $254k 2.1k 121.00
Wp Carey (WPC) 0.0 $254k 3.8k 67.57
Autodesk (ADSK) 0.0 $253k 797.00 317.67
Omni (OMC) 0.0 $253k 3.1k 81.53
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $253k 1.3k 199.47
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $253k 14k 18.24
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD) 0.0 $253k 4.9k 51.41
Key (KEY) 0.0 $253k 14k 18.69
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.0 $252k 1.4k 174.59
Robert Half International (RHI) 0.0 $251k 7.4k 33.98
Hp (HPQ) 0.0 $251k 9.2k 27.23
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $251k 4.6k 54.09
Cyberark Software SHS (CYBR) 0.0 $250k 518.00 483.15
Ishares Tr Global Tech Etf (IXN) 0.0 $250k 2.4k 103.21
Affirm Hldgs Com Cl A (AFRM) 0.0 $249k 3.4k 73.07
Draftkings Com Cl A (DKNG) 0.0 $248k 6.6k 37.40
Copart (CPRT) 0.0 $248k 5.5k 44.97
Castellum Com New (CTM) 0.0 $247k 227k 1.09
RBB Motley Fol Etf (TMFC) 0.0 $247k 3.5k 70.53
Charter Communications Inc N Cl A (CHTR) 0.0 $247k 899.00 275.10
Mueller Industries (MLI) 0.0 $247k 2.4k 101.12
Synovus Finl Corp Com New (SNV) 0.0 $247k 5.0k 49.08
Target Corporation (TGT) 0.0 $245k 2.7k 89.71
Spdr Series Trust Portfli High Yld (SPHY) 0.0 $245k 10k 23.94
Ishares Tr Core Msci Pac (IPAC) 0.0 $245k 3.3k 73.43
BorgWarner (BWA) 0.0 $244k 5.6k 43.96
Marvell Technology (MRVL) 0.0 $244k 2.9k 84.07
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $243k 3.6k 66.87
BP Sponsored Adr (BP) 0.0 $242k 7.0k 34.46
Power Solutions Intl Com New (PSIX) 0.0 $242k 2.5k 98.20
Neurocrine Biosciences (NBIX) 0.0 $242k 1.7k 140.38
Franklin Templeton Etf Tr Income Focus Etf (INCM) 0.0 $242k 8.7k 27.74
Paccar (PCAR) 0.0 $242k 2.5k 98.32
Natera (NTRA) 0.0 $241k 1.5k 160.97
Te Connectivity Ord Shs (TEL) 0.0 $239k 1.1k 219.59
Dick's Sporting Goods (DKS) 0.0 $239k 1.1k 222.23
Tenet Healthcare Corp Com New (THC) 0.0 $239k 1.2k 203.04
Bank Of Montreal Cadcom (BMO) 0.0 $239k 1.8k 130.25
Fidelity Covington Trust Enhanced Intl (FENI) 0.0 $238k 6.7k 35.28
Molina Healthcare (MOH) 0.0 $238k 1.2k 191.36
Service Corporation International (SCI) 0.0 $237k 2.9k 83.22
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.0 $237k 9.5k 24.95
Extra Space Storage (EXR) 0.0 $235k 1.7k 140.94
Check Point Software Tech Lt Ord (CHKP) 0.0 $234k 1.1k 206.91
Blackrock Etf Trust Ii Ishares Short-te (CALI) 0.0 $234k 4.6k 50.67
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.0 $233k 2.3k 99.77
Occidental Petroleum Corporation (OXY) 0.0 $233k 4.9k 47.25
Hershey Company (HSY) 0.0 $232k 1.2k 187.08
Baker Hughes Company Cl A (BKR) 0.0 $231k 4.7k 48.72
Synchrony Financial (SYF) 0.0 $231k 3.3k 71.05
Roper Industries (ROP) 0.0 $230k 462.00 498.69
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.0 $230k 4.3k 52.89
Ciena Corp Com New (CIEN) 0.0 $229k 1.6k 145.67
Encana Corporation (OVV) 0.0 $229k 5.7k 40.38
Agilent Technologies Inc C ommon (A) 0.0 $228k 1.8k 128.35
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS) 0.0 $227k 2.5k 92.40
Ishares Tr Short Treas Bd (SHV) 0.0 $227k 2.1k 110.48
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $227k 2.3k 99.95
CSX Corporation (CSX) 0.0 $226k 6.4k 35.51
CSG Systems International (CSGS) 0.0 $226k 3.5k 64.38
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.0 $225k 5.4k 42.03
Humana (HUM) 0.0 $224k 862.00 260.10
Ametek (AME) 0.0 $223k 1.2k 188.00
New York Life Investments Et Nyli Ftse Intern (HFXI) 0.0 $223k 7.2k 31.01
MarketAxess Holdings (MKTX) 0.0 $223k 1.3k 174.25
Enbridge (ENB) 0.0 $222k 4.4k 50.46
American Healthcare Reit Com Shs (AHR) 0.0 $222k 5.3k 42.01
Nuscale Pwr Corp Cl A Com (SMR) 0.0 $221k 6.2k 36.00
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $219k 7.6k 28.91
Ross Stores (ROST) 0.0 $219k 1.4k 152.40
Hannon Armstrong (HASI) 0.0 $218k 7.1k 30.70
Select Sector Spdr Tr Financial (XLF) 0.0 $218k 4.0k 53.87
Curtiss-Wright (CW) 0.0 $218k 401.00 542.59
Zoom Communications Cl A (ZM) 0.0 $217k 2.6k 82.50
Wabtec Corporation (WAB) 0.0 $216k 1.1k 200.40
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.0 $216k 8.0k 27.10
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.0 $215k 3.6k 59.21
Vanguard Wellington Us Multifactor (VFMF) 0.0 $215k 1.5k 144.27
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC) 0.0 $215k 6.9k 31.12
Hims & Hers Health Com Cl A (HIMS) 0.0 $214k 3.8k 56.72
Global X Fds Us Pfd Etf (PFFD) 0.0 $214k 11k 19.43
Docusign (DOCU) 0.0 $214k 3.0k 72.09
Weibo Corp Sponsored Adr (WB) 0.0 $213k 17k 12.40
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $213k 4.5k 46.93
Domino's Pizza (DPZ) 0.0 $212k 492.00 431.71
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $212k 2.8k 76.34
Sap Se Spon Adr (SAP) 0.0 $211k 788.00 267.27
Cervomed (CRVO) 0.0 $210k 26k 8.09
Manhattan Associates (MANH) 0.0 $209k 1.0k 204.98
Mettler-Toledo International (MTD) 0.0 $209k 170.00 1227.61
Fidelity National Information Services (FIS) 0.0 $208k 3.2k 65.95
Toronto Dominion Bk Ont Com New (TD) 0.0 $207k 2.6k 79.94
Packaging Corporation of America (PKG) 0.0 $206k 945.00 217.93
Talen Energy Corp (TLN) 0.0 $206k 483.00 425.38
Ishares Tr Core Div Grwth (DGRO) 0.0 $205k 3.0k 68.07
Powell Industries (POWL) 0.0 $205k 672.00 304.81
Nuveen Insd Dividend Advantage (NVG) 0.0 $204k 17k 12.29
Select Sector Spdr Tr Communication (XLC) 0.0 $202k 1.7k 118.37
Global X Fds Global X Uranium (URA) 0.0 $202k 4.2k 47.67
Duolingo Cl A Com (DUOL) 0.0 $201k 624.00 321.84
Nucor Corporation (NUE) 0.0 $201k 1.5k 135.40
Uipath Cl A (PATH) 0.0 $201k 15k 13.38
Sanmina (SANM) 0.0 $200k 1.7k 115.11
Popular Com New (BPOP) 0.0 $200k 1.6k 127.01
HudBay Minerals (HBM) 0.0 $191k 13k 15.16
Brightstar Lottery Shs Usd (BRSL) 0.0 $185k 11k 17.25
Host Hotels & Resorts (HST) 0.0 $181k 11k 17.02
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) 0.0 $180k 17k 10.59
Adt (ADT) 0.0 $177k 20k 8.71
Black Stone Minerals Com Unit (BSM) 0.0 $172k 13k 13.14
BlackRock MuniVest Fund (MVF) 0.0 $163k 24k 6.86
Owl Rock Capital Corporation (OBDC) 0.0 $162k 13k 12.77
Rithm Capital Corp Com New (RITM) 0.0 $156k 14k 11.39
Nuveen Dynamic Mun Opportuni Com Shs (NDMO) 0.0 $156k 15k 10.39
Industrial Logistics Pptys T Com Shs Ben Int (ILPT) 0.0 $154k 26k 5.83
Simulations Plus (SLP) 0.0 $153k 10k 15.07
Dws Municipal Income Cf non-tax cef (KTF) 0.0 $153k 17k 9.17
Archer Aviation Com Cl A (ACHR) 0.0 $143k 15k 9.58
Greystone Housing Impact Inv Ben Unit Ctf (GHI) 0.0 $133k 13k 10.30
Viatris (VTRS) 0.0 $133k 13k 9.90
Blackrock Muniyield Quality Fund (MQY) 0.0 $129k 11k 11.65
Blackrock Muniholdings Insured Fund II (MUE) 0.0 $113k 11k 10.06
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $105k 23k 4.54
Safe Bulkers Inc Com Stk (SB) 0.0 $100k 23k 4.44
Nordic American Tanker Shippin (NAT) 0.0 $91k 29k 3.14
Sunopta (STKL) 0.0 $90k 15k 5.86
Algonquin Power & Utilities equs (AQN) 0.0 $87k 16k 5.37
Medical Properties Trust (MPW) 0.0 $67k 13k 5.07
Firefly Neuroscience (AIFF) 0.0 $63k 22k 2.91
Janone (ALTS) 0.0 $54k 20k 2.69
Sophia Genetics Sa Ordinary Shares (SOPH) 0.0 $48k 10k 4.76
Healthy Choice Wellness Corp Cl A (HCWC) 0.0 $45k 59k 0.76
Nextdoor Holdings Com Cl A (NXDR) 0.0 $44k 21k 2.09
Office Pptys Income Tr Com Shs Ben Int (OPI) 0.0 $41k 125k 0.33
Blend Labs Cl A (BLND) 0.0 $37k 10k 3.65
Community Health Systems (CYH) 0.0 $35k 11k 3.21
Network 1 Sec Solutions (NTIP) 0.0 $24k 16k 1.50
Polestar Automotive Hldg Uk Ads A (PSNY) 0.0 $14k 15k 0.94