Sax Wealth Advisors

Sax Wealth Advisors as of Sept. 30, 2026

Portfolio Holdings for Sax Wealth Advisors

Sax Wealth Advisors holds 750 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 11.2 $393M 4.7M 83.03
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 8.3 $291M 6.7M 43.30
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 4.8 $170M 557k 304.64
NVIDIA Corporation (NVDA) 3.4 $119M 521k 228.38
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.3 $114M 513k 222.24
Apple (AAPL) 3.1 $109M 326k 333.02
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 2.5 $87M 2.0M 44.45
Dimensional Etf Trust Internatnal Val (DFIV) 1.8 $64M 1.1M 55.86
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.7 $60M 1.4M 41.43
Ishares Tr Core S&p Mcp Etf (IJH) 1.6 $56M 782k 71.95
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.6 $56M 664k 84.08
Putnam Etf Trust Focused Lar Cap (PVAL) 1.6 $56M 1.1M 52.62
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.4 $49M 637k 77.42
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.3 $47M 712k 66.44
Advanced Micro Devices (AMD) 1.3 $46M 76k 611.76
Microsoft Corporation (MSFT) 1.3 $46M 89k 512.90
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.2 $44M 792k 55.00
Ishares Tr Core S&p500 Etf (IVV) 1.0 $35M 46k 765.85
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 1.0 $34M 410k 82.16
Vanguard Index Fds MRNGSTR TTL STK (VTI) 0.9 $33M 88k 374.24
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.9 $30M 39k 762.63
Vaneck Etf Trust Clo Etf (CLOI) 0.8 $30M 562k 52.97
Dfa Invt Dimensions Group In U.s. High Relati 0.8 $29M 701k 41.91
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.8 $29M 559k 52.36
Amazon (AMZN) 0.8 $27M 108k 249.15
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.7 $25M 224k 111.65
Meta Platforms Cl A (META) 0.7 $23M 32k 725.18
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $22M 133k 166.28
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $22M 231k 94.02
Alphabet Cap Stk Cl C (GOOG) 0.6 $21M 63k 340.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $20M 29k 700.87
Broadcom (AVGO) 0.6 $20M 56k 351.19
Alphabet Cap Stk Cl A (GOOGL) 0.5 $19M 55k 344.08
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $18M 255k 70.61
Vanguard Index Fds Mrngstr Val Etf (VTV) 0.5 $18M 83k 216.08
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $18M 229k 76.40
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $17M 74k 233.31
JPMorgan Chase & Co. (JPM) 0.5 $16M 49k 330.83
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $16M 21k 739.78
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $15M 20.00 747005.00
American Centy Etf Tr Us Eqt Etf (AVUS) 0.4 $15M 115k 128.09
Ishares Tr Eafe Value Etf (EFV) 0.4 $14M 178k 79.14
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 0.4 $14M 347k 40.17
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $13M 186k 70.15
Vanguard Index Fds Mrngstr Grwt Etf (VUG) 0.4 $12M 138k 90.11
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $12M 304k 39.31
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.3 $12M 188k 63.21
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $12M 87k 136.04
Dimensional Etf Trust Intl High Profit (DIHP) 0.3 $11M 333k 33.69
Johnson & Johnson (JNJ) 0.3 $11M 41k 264.74
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.3 $11M 148k 72.78
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $10M 82k 125.26
American Centy Etf Tr Core Muni Fxd In (AVMU) 0.3 $10M 237k 42.72
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.3 $10M 194k 51.52
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $10M 176k 56.66
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $9.9M 195k 51.05
Ishares Tr Mbs Etf (MBB) 0.3 $9.8M 109k 89.62
Eli Lilly & Co. (LLY) 0.3 $9.7M 8.4k 1157.09
Ishares Tr Core Intl Aggr (IAGG) 0.3 $9.4M 192k 49.20
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $9.4M 41k 228.28
Ishares Tr Msci Eafe Etf (EFA) 0.3 $9.3M 90k 103.89
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.3 $9.3M 219k 42.40
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $9.2M 335k 27.47
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $9.2M 248k 37.02
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 0.3 $9.2M 197k 46.47
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $8.8M 88k 99.70
Ishares Tr Core Msci Eafe (IEFA) 0.2 $8.6M 89k 96.88
Exxonmobil Holdings Corp Com Shs 0.2 $8.5M 52k 162.75
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.2 $8.4M 104k 80.76
Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $8.4M 345k 24.24
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $8.2M 64k 128.10
Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $8.1M 186k 43.29
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $8.0M 159k 50.56
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $7.9M 268k 29.31
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $7.8M 25k 317.34
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $7.7M 17k 456.20
Spdr Series Trust Sst Spdr Bloombe (EBND) 0.2 $7.6M 371k 20.60
Marathon Petroleum Corp (MPC) 0.2 $7.4M 19k 395.42
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $7.3M 304k 24.12
Schwab Strategic Tr Fund Em Equi Etf (FNDE) 0.2 $7.2M 171k 41.87
Ishares Tr Core Univrsl Usd (IUSB) 0.2 $7.2M 162k 44.09
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $6.8M 75k 90.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $6.7M 13k 497.96
Micron Technology (MU) 0.2 $6.6M 6.2k 1065.05
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $6.2M 124k 50.37
Merck & Co (MRK) 0.2 $6.0M 41k 145.31
Applied Materials (AMAT) 0.2 $6.0M 12k 511.36
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $5.9M 117k 50.39
Ishares Tr Russell 3000 Etf (IWV) 0.2 $5.9M 14k 431.67
Chevron Corporation (CVX) 0.2 $5.9M 29k 204.21
Fidelity Covington Trust Fun Sma Mid Etf (FFSM) 0.2 $5.8M 173k 33.83
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $5.8M 175k 33.31
Tesla Motors (TSLA) 0.2 $5.8M 16k 354.81
Vanguard Index Fds Mrngstr Lrg Cap (VV) 0.2 $5.7M 16k 351.85
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.2 $5.5M 80k 69.26
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $5.5M 58k 94.54
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.2 $5.5M 28k 195.75
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $5.4M 91k 59.31
Fidelity Covington Trust Enhanced Intl (FENI) 0.2 $5.3M 133k 39.91
Union Pacific Corporation (UNP) 0.2 $5.3M 19k 272.14
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $5.3M 18k 300.06
Spdr Series Trust St Str P500etf (SPYM) 0.1 $5.2M 58k 89.76
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $5.2M 207k 24.96
Analog Devices (ADI) 0.1 $5.1M 13k 396.70
Ishares Tr Msci Usa Value (VLUE) 0.1 $5.0M 26k 198.00
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $5.0M 49k 102.18
Fidelity Covington Trust Enhanced Large (FELC) 0.1 $4.8M 111k 43.32
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $4.8M 89k 53.75
Lockheed Martin Corporation (LMT) 0.1 $4.7M 9.3k 509.23
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $4.7M 100k 46.87
Ishares Tr High Yld Systm B (HYDB) 0.1 $4.5M 100k 44.96
Marvell Technology (MRVL) 0.1 $4.4M 17k 264.21
Dimensional Etf Trust Glob Co Plus Etf (DFGP) 0.1 $4.4M 85k 51.93
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $4.4M 38k 117.77
Caterpillar (CAT) 0.1 $4.4M 5.4k 810.80
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $4.3M 21k 208.02
Abbvie (ABBV) 0.1 $4.3M 16k 261.59
Spdr Series Trust St Str Rate Etf (FLRN) 0.1 $4.2M 137k 30.84
Pgim Etf Tr Actv Hy Bd Etf (PHYL) 0.1 $4.2M 126k 33.43
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.1 $4.2M 25k 166.98
Nebius Group Shs Class A (NBIS) 0.1 $4.2M 18k 235.88
Dimensional Etf Trust Core Fixe In Etf (DFCF) 0.1 $4.1M 102k 40.12
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $4.1M 73k 56.22
Goldman Sachs (GS) 0.1 $4.1M 4.5k 900.42
Palo Alto Networks (PANW) 0.1 $4.1M 10k 397.31
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $4.0M 113k 35.93
Costco Wholesale Corporation (COST) 0.1 $4.0M 4.4k 910.42
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $4.0M 126k 31.47
McDonald's Corporation (MCD) 0.1 $3.9M 17k 230.93
Crowdstrike Hldgs Cl A (CRWD) 0.1 $3.9M 15k 264.75
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $3.8M 27k 142.26
Ishares Tr National Mun Etf (MUB) 0.1 $3.8M 38k 101.10
Ishares Core Msci Emkt (IEMG) 0.1 $3.8M 47k 81.16
Netflix (NFLX) 0.1 $3.8M 54k 69.58
Ge Aerospace Com New (GE) 0.1 $3.7M 12k 312.29
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $3.7M 123k 30.00
Hubbell (HUBB) 0.1 $3.7M 8.1k 453.60
Lam Research Corp Com New (LRCX) 0.1 $3.6M 11k 328.50
Western Digital (WDC) 0.1 $3.5M 7.8k 454.46
Vanguard Index Fds Mrngstr Sml Cap (VB) 0.1 $3.5M 12k 284.48
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $3.5M 152k 22.69
Mastercard Incorporated Cl A (MA) 0.1 $3.4M 6.2k 551.47
Bank of New York Mellon Corporation (BNY) 0.1 $3.4M 23k 144.63
Visa Com Cl A (V) 0.1 $3.4M 9.3k 359.34
Palantir Technologies Cl A (PLTR) 0.1 $3.3M 18k 187.05
Intel Corporation (INTC) 0.1 $3.3M 27k 120.23
Harbor Etf Trust Comm All Wea Etf (HGER) 0.1 $3.1M 89k 35.26
Simplify Exchange Traded Fun Curre Strat Etf (FOXY) 0.1 $3.1M 118k 26.72
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $3.1M 61k 50.67
Ishares Tr Russell 2000 Etf (IWM) 0.1 $3.0M 11k 277.90
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $3.0M 36k 84.42
Simplify Exchange Traded Fun Managed Futures (CTA) 0.1 $3.0M 104k 28.84
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) 0.1 $3.0M 59k 50.49
Ishares Tr Esg Optimized (SUSA) 0.1 $3.0M 19k 155.68
Ishares Tr Msci Usa Min Etf (USMV) 0.1 $2.9M 30k 97.44
Ishares Tr Select Divid Etf (DVY) 0.1 $2.9M 19k 152.07
Robinhood Mkts Com Cl A (HOOD) 0.1 $2.9M 26k 112.50
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $2.7M 11k 247.92
Johnson Controls Internation SHS (JCI) 0.1 $2.7M 18k 148.65
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $2.7M 30k 89.63
Wal-Mart Stores (WMT) 0.1 $2.6M 25k 103.92
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $2.6M 69k 37.61
Vanguard Index Fds Mrngstr Mid Cap (VO) 0.1 $2.6M 33k 78.42
Vanguard World Mrngstr Val Etf (MGV) 0.1 $2.5M 16k 161.09
Nasdaq Omx (NDAQ) 0.1 $2.5M 28k 92.01
Freeport Mcmoran CL B (FCX) 0.1 $2.5M 36k 70.00
Thermo Fisher Scientific (TMO) 0.1 $2.5M 3.7k 675.05
Philip Morris International (PM) 0.1 $2.5M 13k 190.82
Dfa Invt Dimensions Group In Real Estate Secu 0.1 $2.4M 100k 24.16
Ge Vernova (GEV) 0.1 $2.4M 2.5k 950.44
Ishares Tr Core Msci Total (IXUS) 0.1 $2.4M 25k 94.99
Cisco Systems (CSCO) 0.1 $2.4M 22k 107.63
Ishares Tr S&p 100 Etf (OEF) 0.1 $2.4M 6.2k 382.11
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $2.4M 11k 209.45
Sempra Energy (SRE) 0.1 $2.3M 30k 77.96
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.1 $2.3M 15k 150.86
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $2.3M 28k 82.18
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $2.3M 48k 47.36
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $2.3M 27k 84.96
Nextera Energy (NEE) 0.1 $2.2M 29k 75.74
Vanguard Index Fds MRNGSTR SM CP GR (VBK) 0.1 $2.2M 6.5k 337.84
Automatic Data Processing (ADP) 0.1 $2.2M 8.4k 258.07
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $2.2M 54k 39.72
Ishares Gold Tr Ishares New (IAU) 0.1 $2.1M 27k 78.10
Corning Incorporated (GLW) 0.1 $2.1M 14k 153.76
Archer Daniels Midland Company (ADM) 0.1 $2.1M 27k 79.38
Ishares Tr Esg Msci Leadr (SUSL) 0.1 $2.1M 16k 136.29
International Business Machines (IBM) 0.1 $2.1M 9.6k 219.93
Parker-Hannifin Corporation (PH) 0.1 $2.1M 2.2k 955.30
Dfa Invt Dimensions Group In U.s. Core Eqty 1 0.1 $2.1M 25k 82.66
Spdr Series Trust St Str Nuvee Etf (TFI) 0.1 $2.0M 47k 42.77
Oracle Corporation (ORCL) 0.1 $2.0M 15k 137.30
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $2.0M 24k 82.97
Raytheon Technologies Corp (RTX) 0.1 $2.0M 11k 185.65
Natera (NTRA) 0.1 $2.0M 4.8k 413.31
Procter & Gamble Company (PG) 0.1 $2.0M 14k 145.28
Vanguard Index Fds MRNGSTR SML CP V (VBR) 0.1 $2.0M 8.5k 231.04
At&t (T) 0.1 $2.0M 80k 24.40
Home Depot (HD) 0.1 $1.9M 6.8k 284.48
Verizon Communications (VZ) 0.1 $1.9M 42k 45.87
Boeing Company (BA) 0.1 $1.9M 10k 186.05
Vanguard World Inf Tech Etf (VGT) 0.1 $1.9M 15k 125.67
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $1.9M 39k 49.47
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $1.9M 1.1k 1811.72
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $1.9M 13k 148.30
Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.9M 7.1k 264.92
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.9M 5.0k 380.87
Welltower Inc Com reit (WELL) 0.1 $1.9M 8.1k 230.25
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $1.9M 85k 22.10
Vertiv Holdings Com Cl A (VRT) 0.1 $1.9M 7.7k 241.30
Nucor Corporation (NUE) 0.1 $1.9M 7.9k 233.75
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $1.8M 13k 145.04
Ishares Tr Esg Msci Kld Etf (DSI) 0.1 $1.8M 13k 146.18
American Express Company (AXP) 0.1 $1.8M 6.0k 304.09
Colgate-Palmolive Company (CL) 0.1 $1.8M 21k 85.32
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $1.8M 3.2k 568.64
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.1 $1.8M 29k 61.50
The Alger Etf Trust Concentrated Eqt (CNEQ) 0.1 $1.8M 44k 40.63
Intuitive Surgical Com New (ISRG) 0.1 $1.8M 4.4k 406.62
Arista Networks Com Shs (ANET) 0.0 $1.7M 8.4k 203.59
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $1.7M 11k 157.84
Morgan Stanley Com New (MS) 0.0 $1.6M 8.6k 188.08
Spdr Series Trust ST STR P500GRW (SPYG) 0.0 $1.6M 13k 123.08
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.0 $1.6M 34k 46.03
Blackstone Group Inc Com Cl A (BX) 0.0 $1.6M 14k 112.09
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $1.6M 17k 91.12
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $1.6M 30k 51.87
Charles Schwab Corporation (SCHW) 0.0 $1.6M 16k 97.74
Bank of America Corporation (BAC) 0.0 $1.6M 29k 54.43
Cardinal Health (CAH) 0.0 $1.6M 7.0k 222.50
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $1.6M 21k 75.62
ConocoPhillips (COP) 0.0 $1.5M 12k 125.15
Pepsi (PEP) 0.0 $1.5M 12k 126.72
Lumentum Hldgs (LITE) 0.0 $1.5M 1.6k 971.26
Astera Labs (ALAB) 0.0 $1.5M 4.3k 355.97
Dex (DXCM) 0.0 $1.5M 17k 86.29
The Alger Etf Trust 35 Etf (ATFV) 0.0 $1.5M 37k 40.69
Citigroup Com New (C) 0.0 $1.5M 11k 129.48
Servicenow (NOW) 0.0 $1.5M 11k 134.01
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $1.5M 45k 32.53
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $1.5M 17k 85.48
Ishares Msci Emrg Chn (EMXC) 0.0 $1.4M 15k 99.08
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.0 $1.4M 27k 53.40
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $1.4M 28k 51.23
Global X Fds Artificial Etf (AIQ) 0.0 $1.4M 22k 65.16
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $1.4M 1.6k 922.34
Biogen Idec (BIIB) 0.0 $1.4M 6.3k 225.88
Blacksky Technology Cl A New (BKSY) 0.0 $1.4M 67k 21.31
Vanguard World Utilities Etf (VPU) 0.0 $1.4M 8.3k 170.99
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.0 $1.4M 34k 42.26
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $1.4M 32k 44.41
Vanguard World Mrngstr Mega Cap (MGK) 0.0 $1.4M 15k 92.65
Provident Financial Services (PFS) 0.0 $1.4M 61k 22.15
Snowflake Com Shs (SNOW) 0.0 $1.4M 4.0k 339.56
Newmont Mining Corporation (NEM) 0.0 $1.3M 12k 115.34
Eaton Corp SHS (ETN) 0.0 $1.3M 3.1k 429.72
Vaneck Etf Trust Preferred Securt (PFXF) 0.0 $1.3M 75k 17.52
Blackrock (BLK) 0.0 $1.3M 1.2k 1058.19
Caci Intl Cl A (CACI) 0.0 $1.3M 2.2k 609.11
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.0 $1.3M 62k 21.17
Talen Energy Corp (TLN) 0.0 $1.3M 4.2k 312.69
The Alger Etf Trust Ai Enablers Adop (ALAI) 0.0 $1.3M 28k 46.47
United Rentals (URI) 0.0 $1.3M 1.3k 1001.08
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $1.3M 9.4k 137.69
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $1.3M 24k 54.10
Morgan Stanley Etf Trust Eat Inc Opp Etf (XAGG) 0.0 $1.3M 27k 48.16
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.0 $1.3M 10k 121.76
Hilton Worldwide Holdings (HLT) 0.0 $1.3M 3.9k 318.12
IDEXX Laboratories (IDXX) 0.0 $1.2M 2.4k 522.19
Ishares Tr Ibonds Dec 2030 (IBDV) 0.0 $1.2M 58k 21.14
Pfizer (PFE) 0.0 $1.2M 43k 28.52
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.0 $1.2M 49k 24.83
Linde SHS (LIN) 0.0 $1.2M 2.5k 474.56
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $1.2M 33k 36.45
Sandisk Corp (SNDK) 0.0 $1.2M 684.00 1739.89
salesforce (CRM) 0.0 $1.2M 5.2k 229.59
Datadog Cl A Com (DDOG) 0.0 $1.2M 4.3k 273.85
Texas Instruments Incorporated (TXN) 0.0 $1.2M 4.2k 280.12
Sea Sponsord Ads (SE) 0.0 $1.2M 12k 97.36
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $1.1M 9.3k 119.84
Hewlett Packard Enterprise (HPE) 0.0 $1.1M 17k 63.89
Emerson Electric (EMR) 0.0 $1.1M 7.1k 155.10
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $1.1M 17k 66.79
Qxo Com New (QXO) 0.0 $1.1M 94k 11.69
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $1.1M 50k 21.87
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $1.1M 19k 57.56
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $1.1M 7.0k 155.19
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $1.1M 1.6k 656.75
Cme (CME) 0.0 $1.1M 4.1k 261.99
Chubb (CB) 0.0 $1.1M 3.3k 325.26
Spdr Series Trust St Shor Corp Etf (SPSB) 0.0 $1.1M 36k 29.59
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $1.1M 9.9k 106.71
TJX Companies (TJX) 0.0 $1.1M 8.0k 132.31
Patrick Industries (PATK) 0.0 $1.0M 16k 67.78
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.0 $1.0M 57k 18.20
Coca-Cola Company (KO) 0.0 $1.0M 12k 86.08
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $1.0M 13k 77.25
Stryker Corporation (SYK) 0.0 $1.0M 3.7k 275.41
Dell Technologies CL C (DELL) 0.0 $1.0M 1.9k 537.95
Spdr Series Trust ST STR SP600 SML (SPSM) 0.0 $1.0M 19k 52.86
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) 0.0 $1.0M 49k 20.58
PNC Financial Services (PNC) 0.0 $1.0M 4.5k 222.27
Ishares Tr New York Mun Etf (NYF) 0.0 $998k 20k 50.52
BlackRock Global Opportunities Equity Tr (BOE) 0.0 $996k 85k 11.68
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $984k 13k 78.31
Consolidated Edison (ED) 0.0 $982k 9.6k 102.21
Ishares Tr Ibonds Dec 2033 (IBDY) 0.0 $981k 40k 24.48
Deere & Company (DE) 0.0 $967k 1.4k 671.68
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.0 $956k 48k 20.13
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $955k 9.3k 103.05
Spdr Series Trust St Str Aggre Etf (SPAB) 0.0 $953k 39k 24.36
Amgen (AMGN) 0.0 $950k 2.3k 421.49
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $944k 20k 47.34
Blackrock Etf Trust Isha In Ctry Etf (CORO) 0.0 $920k 25k 36.35
Starbucks Corporation (SBUX) 0.0 $917k 9.8k 93.96
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.0 $916k 57k 16.14
Wells Fargo & Company (WFC) 0.0 $908k 11k 80.05
Spdr Series Trust St Str Sp500div (SPYD) 0.0 $905k 20k 45.37
Walt Disney Company (DIS) 0.0 $896k 8.5k 104.90
Ishares Tr Esg Aware Msci (ESML) 0.0 $889k 17k 52.00
AmerisourceBergen (COR) 0.0 $878k 2.9k 300.25
Danaher Corporation (DHR) 0.0 $877k 4.0k 221.55
Halliburton Company (HAL) 0.0 $874k 28k 31.80
UnitedHealth (UNH) 0.0 $873k 2.4k 367.10
Kla Corp Com New (KLAC) 0.0 $870k 4.5k 194.92
Ishares Em Mkt Sm-cp Etf (EEMS) 0.0 $867k 12k 75.26
Novo-nordisk A S Adr (NVO) 0.0 $858k 23k 37.91
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $855k 13k 65.86
Spdr Series Trust St Nuve High Etf (HYMB) 0.0 $854k 36k 23.47
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $842k 43k 19.55
Textron (TXT) 0.0 $833k 11k 76.20
Ea Series Trust Brid Omn Sma Etf (BSVO) 0.0 $833k 30k 27.96
Global X Fds S&p 500 Covered (XYLD) 0.0 $830k 20k 41.52
Applovin Corp Com Cl A (APP) 0.0 $828k 2.9k 290.43
Ishares Tr Rus 1000 Etf (IWB) 0.0 $824k 2.0k 416.16
Mongodb Cl A (MDB) 0.0 $812k 2.3k 348.61
Ishares Tr Futu Expo Te Etf (XT) 0.0 $806k 9.7k 83.40
Travelers Companies (TRV) 0.0 $803k 2.3k 356.44
Amphenol Corp Cl A (APH) 0.0 $797k 9.5k 84.30
Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $795k 43k 18.55
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $790k 7.5k 105.70
Spdr Series Trust St Str Blo 1 Etf (BIL) 0.0 $783k 8.5k 91.64
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.0 $773k 60k 12.89
Spdr Series Trust Spdr S&p 500 Esg (EFIV) 0.0 $771k 10k 74.06
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $771k 4.8k 160.75
Ishares Msci Japan Etf (EWJ) 0.0 $767k 7.9k 97.46
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.0 $766k 16k 49.55
Dominion Resources (D) 0.0 $753k 12k 60.52
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $745k 7.4k 101.12
Twilio Cl A (TWLO) 0.0 $738k 2.5k 292.46
Etfis Ser Tr I Virtus Infrcap (PFFA) 0.0 $737k 37k 19.75
Phillips 66 (PSX) 0.0 $737k 2.9k 255.35
Gfl Environmental Sub Vtg Shs (GFL) 0.0 $735k 18k 41.83
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 0.0 $731k 14k 50.79
AFLAC Incorporated (AFL) 0.0 $726k 6.5k 111.78
Abbott Laboratories (ABT) 0.0 $726k 7.3k 98.83
Qualcomm (QCOM) 0.0 $725k 3.9k 184.03
Smurfit Westrock SHS (SW) 0.0 $724k 16k 44.10
Norfolk Southern (NSC) 0.0 $720k 2.3k 309.01
Blackrock Etf Trust Isha Syst Al Etf (IALT) 0.0 $713k 24k 29.86
O'reilly Automotive (ORLY) 0.0 $709k 8.3k 85.41
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $704k 36k 19.52
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $692k 4.4k 158.77
Blackrock Etf Trust Isha I In Te Etf (BAI) 0.0 $684k 15k 47.19
Hldgs (UAL) 0.0 $682k 6.1k 110.95
Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $673k 5.6k 121.24
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.0 $668k 5.9k 112.82
Blackrock Etf Trust Isha Us Them Etf (THRO) 0.0 $666k 15k 43.98
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.0 $664k 42k 15.77
American Electric Power Company (AEP) 0.0 $662k 5.6k 118.63
Garmin SHS (GRMN) 0.0 $662k 2.3k 286.84
Rbc Cad (RY) 0.0 $658k 3.3k 196.59
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $656k 22k 29.50
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.0 $652k 15k 42.38
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $649k 14k 45.25
Uber Technologies (UBER) 0.0 $648k 9.5k 68.51
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $646k 6.1k 105.84
Booking Holdings (BKNG) 0.0 $646k 4.0k 162.92
Mettler-Toledo International (MTD) 0.0 $642k 425.00 1510.95
Abivax Sa Sponsored Ads (ABVX) 0.0 $642k 6.5k 99.02
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV) 0.0 $636k 32k 19.89
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $636k 5.6k 113.69
Nuveen Massachusetts Pre Income Mun (NMT) 0.0 $634k 61k 10.39
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV) 0.0 $634k 13k 50.10
Lowe's Companies (LOW) 0.0 $633k 3.4k 184.31
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $627k 9.4k 66.76
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) 0.0 $626k 30k 20.89
Arrowhead Pharmaceuticals (ARWR) 0.0 $624k 9.5k 65.45
Ubs Group SHS (UBS) 0.0 $616k 13k 48.13
Altria (MO) 0.0 $616k 9.1k 67.34
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW) 0.0 $612k 26k 23.61
Bristol Myers Squibb (BMY) 0.0 $612k 9.8k 62.40
J P Morgan Exchange Traded F Mortgage Backed (JMTG) 0.0 $611k 13k 48.34
Invesco Exch Trd Slf Idx Bulle Mun Etf (BSSX) 0.0 $608k 25k 24.08
T Rowe Price Exchange-traded Us Equi Resh Etf (TSPA) 0.0 $604k 13k 48.26
Ishares Tr Intl Div Grwth (IGRO) 0.0 $600k 6.8k 88.76
Ishares Tr Core High Dv Etf (HDV) 0.0 $599k 21k 27.96
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $598k 18k 32.63
SYSCO Corporation (SYY) 0.0 $596k 7.6k 77.96
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.0 $593k 3.9k 151.58
Tko Group Holdings Cl A (TKO) 0.0 $593k 3.3k 179.72
McKesson Corporation (MCK) 0.0 $590k 691.00 853.82
Realty Income (O) 0.0 $590k 11k 54.30
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) 0.0 $589k 4.9k 120.11
Figure Technology Solutio Com Cl A (FIGR) 0.0 $589k 20k 28.85
Spotify Technology S A SHS (SPOT) 0.0 $587k 1.2k 487.38
Valero Energy Corporation (VLO) 0.0 $587k 1.5k 387.70
Corteva (CTVA) 0.0 $587k 7.6k 77.65
Fastenal Company (FAST) 0.0 $586k 12k 49.53
3M Company (MMM) 0.0 $586k 3.6k 164.15
Plexus (PLXS) 0.0 $584k 2.2k 260.95
Cloudflare Cl A Com (NET) 0.0 $583k 1.7k 347.28
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $578k 4.3k 135.53
Heico Corp Cl A (HEI.A) 0.0 $574k 2.5k 228.33
Dfa Invt Dimensions Group In U.s. Sml Cp Val 0.0 $571k 15k 37.47
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $568k 4.4k 128.93
News Corp Cl A (NWSA) 0.0 $566k 20k 28.65
Illinois Tool Works (ITW) 0.0 $562k 2.2k 257.29
Gilead Sciences (GILD) 0.0 $562k 3.8k 149.06
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $559k 26k 21.39
Southern Company (SO) 0.0 $555k 6.7k 82.89
Rambus (RMBS) 0.0 $551k 5.2k 106.76
Fidelity Covington Trust Momentum Factr (FDMO) 0.0 $549k 5.8k 95.00
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $549k 7.8k 70.51
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $549k 7.1k 77.21
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $549k 5.2k 104.53
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $548k 11k 50.35
Ross Stores (ROST) 0.0 $545k 2.3k 233.42
Spdr Series Trust St Str P500val (SPYV) 0.0 $544k 8.9k 61.13
Hca Holdings (HCA) 0.0 $542k 1.3k 426.74
Nfj Dividend Interest (NFJ) 0.0 $542k 36k 15.05
Ryder System (R) 0.0 $542k 2.4k 227.86
W.W. Grainger (GWW) 0.0 $539k 433.00 1245.76
Fortinet (FTNT) 0.0 $534k 3.0k 178.76
Key (KEY) 0.0 $533k 27k 20.07
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $530k 5.9k 90.44
W.R. Berkley Corporation (WRB) 0.0 $530k 7.8k 67.54
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 0.0 $529k 26k 20.66
Medtronic SHS (MDT) 0.0 $527k 6.1k 86.29
Blackrock Etf Trust Isha La Core Etf (BLCR) 0.0 $523k 11k 48.96
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $522k 7.2k 72.86
Shell Spon Ads (SHEL) 0.0 $520k 5.5k 95.06
Howmet Aerospace (HWM) 0.0 $519k 2.3k 226.18
Prudential Financial (PRU) 0.0 $514k 4.5k 113.57
Principal Financial (PFG) 0.0 $507k 4.5k 111.96
Duke Energy Corp Com New (DUK) 0.0 $506k 4.4k 114.02
Accenture Plc Ireland Shs Class A (ACN) 0.0 $495k 2.7k 183.37
Ishares Tr Ibonds Dec 2031 (IBDW) 0.0 $492k 25k 20.06
Lauder Estee Cos Cl A (EL) 0.0 $491k 5.3k 92.77
Ingevity (NGVT) 0.0 $490k 6.9k 70.75
Insulet Corporation (PODD) 0.0 $489k 3.8k 130.47
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $487k 6.8k 71.56
EOG Resources (EOG) 0.0 $484k 3.5k 137.75
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.0 $484k 21k 23.32
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $482k 792.00 609.00
AllianceBernstein Global Hgh Incm (AWF) 0.0 $481k 49k 9.73
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG) 0.0 $480k 11k 42.10
Cameco Corporation (CCJ) 0.0 $479k 5.5k 86.67
Jpmorgan Chase Finl Cal Lkd 44 (AMJB) 0.0 $477k 14k 34.49
Ishares Tr Europe Etf (IEV) 0.0 $473k 6.6k 71.13
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $471k 9.0k 52.65
Republic Services (RSG) 0.0 $471k 2.2k 209.87
Ishares Esg Awr Msci Em (ESGE) 0.0 $471k 8.7k 54.16
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $467k 918.00 508.36
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $465k 8.0k 58.37
Assurant (AIZ) 0.0 $463k 1.8k 263.50
Kimberly-Clark Corporation (KMB) 0.0 $459k 4.7k 97.43
Honeywell International (HON) 0.0 $454k 2.2k 210.97
Target Corporation (TGT) 0.0 $453k 2.9k 156.67
Fidelity Covington Trust High Divid Etf (FDVV) 0.0 $453k 7.5k 60.73
CRH Ord (CRH) 0.0 $453k 5.5k 82.79
Eversource Energy (ES) 0.0 $451k 7.0k 64.16
Paycom Software (PAYC) 0.0 $451k 2.1k 217.63
Equinix (EQIX) 0.0 $448k 443.00 1011.58
Jackson Financial Com Cl A (JXN) 0.0 $448k 3.5k 129.32
Williams-Sonoma (WSM) 0.0 $445k 2.0k 227.94
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.0 $444k 12k 36.23
Tidal Trust Iii Vist Arti In Etf (AIS) 0.0 $444k 5.9k 74.72
Cadence Design Systems (CDNS) 0.0 $443k 1.3k 330.07
General Dynamics Corporation (GD) 0.0 $440k 1.3k 331.75
American Centy Etf Tr Avantis All Eqt (AVGE) 0.0 $433k 4.4k 98.34
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $431k 1.5k 294.84
Ishares Tr Core Div Grwth (DGRO) 0.0 $431k 5.7k 75.40
Avnet (AVT) 0.0 $429k 4.3k 99.95
Xylem (XYL) 0.0 $428k 4.2k 101.27
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.0 $424k 5.8k 73.79
Waste Management (WM) 0.0 $424k 2.1k 203.91
Royce Micro Capital Trust (RMT) 0.0 $422k 31k 13.44
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) 0.0 $422k 5.6k 75.72
Ishares Tr India 50 Etf (INDY) 0.0 $422k 10k 40.95
Packaging Corporation of America (PKG) 0.0 $419k 1.8k 229.28
Trane Technologies SHS (TT) 0.0 $418k 924.00 451.82
Ishares Tr Us Aer Def Etf (ITA) 0.0 $415k 2.0k 207.19
D R S Technologies (DRS) 0.0 $407k 11k 36.63
Cognex Corporation (CGNX) 0.0 $405k 6.7k 60.65
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $402k 1.7k 231.63
Qnity Electronics Common Stock (Q) 0.0 $402k 3.2k 125.74
United Parcel Svcs CL B (UPS) 0.0 $401k 4.3k 93.44
Worthington Industries (WOR) 0.0 $399k 6.7k 59.54
Ishares Tr Ibonds Dec 28 (IBMQ) 0.0 $398k 16k 25.14
World Fuel Services Corporation (WKC) 0.0 $398k 11k 35.16
GSK Sponsored Adr (GSK) 0.0 $395k 8.2k 48.17
Te Connectivity Ord Shs (TEL) 0.0 $393k 1.9k 211.07
Public Service Enterprise (PEG) 0.0 $392k 5.8k 67.34
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $390k 1.1k 356.86
Simon Property (SPG) 0.0 $389k 1.9k 200.76
Pimco Etf Tr Enhancd Short (EMNT) 0.0 $389k 3.9k 98.59
Invesco Exch Trd Slf Idx Bulletshare 2034 (BSMY) 0.0 $386k 17k 22.72
Templeton Emerging Markets Income Fund (TEI) 0.0 $383k 62k 6.15
Ishares Tr Ibonds Dec 26 (IBMO) 0.0 $382k 15k 25.64
Ishares Tr Ibonds Dec 27 (IBMP) 0.0 $381k 15k 25.24
Becton, Dickinson and (BDX) 0.0 $381k 2.1k 178.96
John Hancock Hdg Eq & Inc (HEQ) 0.0 $379k 34k 11.15
Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL) 0.0 $379k 310.00 1220.96
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $376k 3.9k 97.20
Kenvue (KVUE) 0.0 $376k 21k 17.66
Ishares Tr Energy Strg & Ma (IBAT) 0.0 $375k 9.3k 40.45
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $375k 11k 35.00
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $373k 5.9k 63.13
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $373k 1.9k 193.71
Ishares Tr Us Consm Staples (IYK) 0.0 $373k 5.3k 70.73
Strategic Education (STRA) 0.0 $372k 4.8k 77.67
Coca-Cola Bottling Co. Consolidated (COKE) 0.0 $371k 2.0k 189.27
RBB Us Trsry 6 Mnth (XBIL) 0.0 $371k 7.4k 49.98
Moody's Corporation (MCO) 0.0 $368k 810.00 454.13
Toronto Dominion Bk Ont Com New (TD) 0.0 $366k 3.1k 117.53
Bhp Billiton Sponsored Ads (BHP) 0.0 $365k 4.3k 84.84
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 0.0 $364k 19k 19.59
Ishares Tr Core 80 20 Etf (AOA) 0.0 $361k 3.7k 97.27
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.0 $360k 8.7k 41.14
Ethan Allen Interiors (ETD) 0.0 $359k 17k 20.91
Roper Industries (ROP) 0.0 $356k 1.0k 349.41
Solv Energy Com Shs Cl A (MWH) 0.0 $354k 15k 24.02
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $353k 675.00 522.81
Spdr Series Trust St Str P400mid (SPMD) 0.0 $351k 5.6k 63.04
Waste Connections (WCN) 0.0 $351k 2.3k 153.93
Warner Bros Discovery Com Ser A (WBD) 0.0 $350k 11k 30.95
First Community Bancshares (FCBC) 0.0 $348k 7.4k 46.99
Mueller Industries (MLI) 0.0 $348k 5.7k 60.61
Dupont De Nemours Common Stock (DD) 0.0 $347k 2.7k 129.89
Equitable Holdings (EQH) 0.0 $346k 6.8k 51.27
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $346k 7.0k 49.74
Waters Corporation (WAT) 0.0 $345k 785.00 439.35
Franklin Templeton Holdings Respbly Srcd Gld (FGDL) 0.0 $344k 6.2k 55.27
Spdr Series Trust St Inter Bd Etf (SPIB) 0.0 $344k 11k 32.28
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) 0.0 $339k 8.5k 39.78
Spdr Series Trust ST STR SP1500VT (VLU) 0.0 $339k 1.4k 238.99
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $338k 8.5k 39.71
Southern Copper Corporation (SCCO) 0.0 $336k 1.7k 202.64
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $336k 4.1k 81.07
RBB Us Treasry 12 Mt (OBIL) 0.0 $336k 6.7k 49.81
Global X Fds Defense Tech Etf (SHLD) 0.0 $334k 5.6k 60.08
Constellation Energy (CEG) 0.0 $333k 1.3k 254.11
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.0 $331k 15k 22.81
Targa Res Corp (TRGP) 0.0 $330k 1.2k 270.34
Astrazeneca Ord (AZN) 0.0 $329k 2.0k 161.47
Payoneer Global (PAYO) 0.0 $327k 46k 7.14
Ishares Ethereum Tr SHS (ETHA) 0.0 $322k 16k 20.12
Dimensional Etf Trust Intl Vec Equ Etf (DXIV) 0.0 $318k 4.4k 72.01
Vanguard Index Fds Mrngstr Md Cp Va (VOE) 0.0 $317k 1.6k 195.53
SJW (HTO) 0.0 $313k 5.1k 61.63
Ishares Tr Ibonds Dec 2032 (IBDX) 0.0 $313k 13k 24.07
Dow (DOW) 0.0 $313k 11k 27.54
Texas Pacific Land Corp (TPL) 0.0 $312k 959.00 325.80
Zscaler Incorporated (ZS) 0.0 $312k 1.6k 199.42
Popular Com New (BPOP) 0.0 $312k 2.0k 155.45
La-Z-Boy Incorporated (LZB) 0.0 $309k 10k 29.64
T Rowe Price Exchange-traded Cap Appreciation (TCAF) 0.0 $309k 7.3k 42.27
CSX Corporation (CSX) 0.0 $307k 6.6k 46.51
Valley National Ban (VLY) 0.0 $306k 24k 12.62
American Centy Etf Tr Avantis All Eqt (AVGV) 0.0 $305k 3.6k 84.36
Progressive Corporation (PGR) 0.0 $304k 1.5k 207.31
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $303k 2.0k 154.59
Iren Ordinary Shares (IREN) 0.0 $302k 7.4k 40.88
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.0 $300k 2.4k 126.51
Forgent Power Solutions Com Shs Cl A (FPS) 0.0 $300k 8.0k 37.44
Tidal Trust I Fund Gran Us Etf (GRNY) 0.0 $299k 11k 27.83
Aercap Holdings Nv SHS (AER) 0.0 $299k 2.1k 143.52
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $298k 12k 24.43
Ishares Tr Global 100 Etf (IOO) 0.0 $298k 2.1k 144.01
MercadoLibre (MELI) 0.0 $298k 172.00 1730.71
A. O. Smith Corporation (AOS) 0.0 $297k 5.3k 56.37
Marsh & McLennan Companies (MRSH) 0.0 $297k 1.7k 170.72
New York Times Co Mtn Be Cl A (NYT) 0.0 $295k 4.6k 63.70
Iqvia Holdings (IQV) 0.0 $293k 1.1k 268.85
H&R Block (HRB) 0.0 $292k 7.1k 40.85
Honeywell Aerospace (HONA) 0.0 $290k 1.9k 154.93
Rockwell Automation (ROK) 0.0 $290k 665.00 435.33
Godaddy Cl A (GDDY) 0.0 $290k 3.0k 95.51
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $289k 3.1k 92.18
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.0 $289k 7.8k 36.85
Or Royalties Com Shs (OR) 0.0 $287k 8.4k 34.34
Invesco Van Kampen Senior Income Trust (VVR) 0.0 $287k 99k 2.89
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.0 $287k 7.2k 39.56
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $286k 1.8k 155.25
Spdr Series Trust St Str Sp Div (SDY) 0.0 $286k 2.0k 146.51
T Rowe Price Exchange-traded Technology Etf (TTEQ) 0.0 $286k 6.4k 44.44
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $283k 5.2k 54.12
Sprott Asset Management Physical Gold An (CEF) 0.0 $283k 6.8k 41.54
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $281k 13k 21.95
Adt (ADT) 0.0 $280k 46k 6.08
S&p Global (SPGI) 0.0 $279k 708.00 394.47
MetLife (MET) 0.0 $278k 3.0k 94.17
Renew Energy Global Cl A Shs (RNW) 0.0 $277k 41k 6.84
Cactus Cl A (WHD) 0.0 $277k 4.4k 62.22
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $276k 8.1k 34.02
Spdr Series Trust St Sho Treas Etf (SPTS) 0.0 $275k 9.6k 28.67
Williams Companies (WMB) 0.0 $275k 4.0k 67.96
Allstate Corporation (ALL) 0.0 $274k 1.2k 221.86
Comcast Corp Cl A (CMCSA) 0.0 $273k 13k 21.76
Hubspot (HUBS) 0.0 $273k 1.3k 204.98
Sturm, Ruger & Company (RGR) 0.0 $273k 6.4k 42.48
Enbridge (ENB) 0.0 $269k 5.8k 46.49
Ford Motor Company (F) 0.0 $269k 22k 12.06
Ishares Tr Core Msci Intl (IDEV) 0.0 $268k 3.0k 89.48
Rex American Resources (REX) 0.0 $268k 6.2k 43.45
SLB Com Stk (SLB) 0.0 $267k 5.5k 48.72
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.0 $267k 5.2k 51.76
Delta Air Lines Com New (DAL) 0.0 $266k 3.2k 83.47
Steel Dynamics (STLD) 0.0 $264k 1.2k 221.61
HSBC HLDGS Spon Adr New (HSBC) 0.0 $264k 2.7k 99.31
Kroger (KR) 0.0 $263k 4.5k 58.62
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $263k 2.1k 127.95
FedEx Corporation (FDX) 0.0 $263k 923.00 285.04
Liveramp Holdings (RAMP) 0.0 $262k 7.0k 37.52
Ametek (AME) 0.0 $261k 1.1k 247.73
Microchip Technology (MCHP) 0.0 $260k 3.3k 77.77
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.0 $260k 5.2k 49.69
Kennametal (KMT) 0.0 $260k 8.4k 30.74
Nuveen Mun Value Fd 2 (NUW) 0.0 $257k 19k 13.25
ePlus (PLUS) 0.0 $257k 2.9k 90.01
Global X Fds Glbl X Mlp Etf (MLPA) 0.0 $256k 4.8k 53.24
Adobe Systems Incorporated (ADBE) 0.0 $256k 1.1k 239.94
C H Robinson Worldwide In Com New (CHRW) 0.0 $254k 1.7k 147.96
Cummins (CMI) 0.0 $253k 490.00 516.87
Global Payments (GPN) 0.0 $253k 3.1k 81.68
Avery Dennison Corporation (AVY) 0.0 $253k 1.5k 170.67
Vaneck Etf Trust Mortgage Reit (MORT) 0.0 $252k 30k 8.41
Broadridge Financial Solutions (BR) 0.0 $249k 1.5k 161.08
Ishares U S Etf Tr Shor Mat Mun Etf (MEAR) 0.0 $248k 5.0k 49.63
Stmicroelectronics N V Ny Registry (STM) 0.0 $247k 4.6k 53.36
Sonic Automotive Cl A (SAH) 0.0 $246k 4.1k 60.35
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.0 $246k 5.3k 46.49
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $246k 2.4k 100.56
Regeneron Pharmaceuticals (REGN) 0.0 $245k 322.00 759.35
Ecolab (ECL) 0.0 $243k 884.00 274.44
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR) 0.0 $242k 5.8k 41.75
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $242k 3.6k 68.06
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.0 $242k 13k 19.35
Terawulf (WULF) 0.0 $242k 16k 14.80
Invesco Exch Trd Slf Idx Bul 2033 Cor Etf (BSCX) 0.0 $240k 12k 20.00
PC Connection (CNXN) 0.0 $239k 2.7k 90.23
Tidal Trust Iii Vistashares Trgt (OMAH) 0.0 $239k 14k 17.49
Ares Capital Corporation (ARCC) 0.0 $238k 13k 19.10
Iridium Communications (IRDM) 0.0 $238k 5.0k 47.90
BP Sponsored Adr (BP) 0.0 $235k 5.3k 43.99
Japan Smaller Capitalizaion Fund (JOF) 0.0 $235k 19k 12.60
Emcor (EME) 0.0 $233k 309.00 754.51
Veeva Sys Cl A Com (VEEV) 0.0 $232k 813.00 285.45
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $232k 3.8k 61.58
eBay (EBAY) 0.0 $230k 2.2k 106.06
Applied Optoelectronics (AAOI) 0.0 $229k 2.3k 99.26
Motorola Solutions Com New (MSI) 0.0 $229k 513.00 445.74
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.0 $229k 10k 22.31
American Assets Trust Inc reit (AAT) 0.0 $228k 11k 21.26
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.0 $228k 2.1k 110.97
Investment Managers Ser Tr I Axs Es Ne Ec Etf (WUGI) 0.0 $228k 2.5k 90.81
Blackrock Etf Trust Isha Us Awar Etf (LCTU) 0.0 $225k 2.8k 81.66
Spdr Series Trust ST STR SP600SM C (SLYV) 0.0 $223k 2.2k 102.14
Chesapeake Energy Corp (EXE) 0.0 $222k 2.6k 84.09
Liberty Latin America Com Cl C (LILAK) 0.0 $220k 27k 8.22
Martin Marietta Materials (MLM) 0.0 $220k 459.00 479.81
Nuveen Mun High Income Opp F (NMZ) 0.0 $220k 25k 8.96
Church & Dwight (CHD) 0.0 $219k 2.3k 94.21
Wec Energy Group (WEC) 0.0 $219k 2.2k 100.78
Coreweave Com Cl A (CRWV) 0.0 $218k 2.5k 87.11
Anglogold Ashanti Com Shs (AU) 0.0 $218k 2.3k 93.95
Corpay Com Shs (CPAY) 0.0 $218k 560.00 388.60
Ionq Inc Pipe (IONQ) 0.0 $217k 4.9k 43.86
Metropcs Communications (TMUS) 0.0 $217k 1.3k 163.11
Loar Holdings Com Shs (LOAR) 0.0 $216k 3.5k 61.52
Trimble Navigation (TRMB) 0.0 $213k 3.7k 57.11
Nushares Etf Tr Nuveen Esg 1-5 (NUSA) 0.0 $213k 9.4k 22.66
Andersons (ANDE) 0.0 $213k 3.2k 65.70
Enterprise Products Partners (EPD) 0.0 $213k 6.0k 35.61
Raymond James Financial (RJF) 0.0 $211k 1.3k 158.02
Wisdomtree Tr Us Quality Grow (QGRW) 0.0 $211k 3.1k 68.68
Aim Etf Products Trust Allianzim Us Eqt (MARW) 0.0 $210k 5.7k 36.88
Nov (NOV) 0.0 $210k 11k 18.73
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $209k 2.3k 90.84
Osprey Bitcoin Tr Unit Ben Int (OBTC) 0.0 $208k 7.8k 26.82
Hp (HPQ) 0.0 $208k 6.6k 31.28
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $207k 1.2k 166.76
Cnh Indl N V SHS (CNH) 0.0 $206k 16k 12.85
Amdocs SHS (DOX) 0.0 $206k 3.6k 57.18
Public Storage (PSA) 0.0 $206k 728.00 282.76
West Pharmaceutical Services (WST) 0.0 $205k 553.00 370.93
Air Products & Chemicals (APD) 0.0 $205k 737.00 278.23
Hartford Financial Services (HIG) 0.0 $205k 1.7k 122.37
Kimball Electronics (KE) 0.0 $205k 7.5k 27.33
Doximity Cl A (DOCS) 0.0 $205k 7.2k 28.34
Ishares Tr Esg Select Scre (XJH) 0.0 $204k 4.2k 48.78
Paychex (PAYX) 0.0 $204k 2.1k 98.50
Ishares Tr Conv Bd Etf (ICVT) 0.0 $204k 1.8k 112.94
Dianthus Therapeutics (DNTH) 0.0 $203k 2.3k 88.05
Kkr & Co (KKR) 0.0 $202k 2.2k 91.30
American Intl Group Com New (AIG) 0.0 $202k 2.7k 74.42
Zoetis Cl A (ZTS) 0.0 $202k 2.9k 69.82
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $202k 2.3k 86.78
Yum! Brands (YUM) 0.0 $202k 1.5k 136.34
Ishares Tr Us Consum Discre (IYC) 0.0 $201k 2.1k 94.78
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $201k 4.1k 49.22
Banco Santander Sa Adr (SAN) 0.0 $200k 15k 13.83
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $200k 2.1k 97.24
Navient Corporation equity (NAVI) 0.0 $196k 22k 9.07
Farmers Natl Banc Corp (FMNB) 0.0 $184k 12k 15.03
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $177k 16k 11.05
Vipshop Hldgs Sponsored Ads A (VIPS) 0.0 $175k 14k 12.51
Cannae Holdings (CNNE) 0.0 $165k 11k 15.34
Cemex Sab De Cv Spon Adr New (CX) 0.0 $162k 17k 9.51
Fervo Energy Cl A Com 0.0 $154k 11k 13.59
Nordic American Tanker Shippin (NAT) 0.0 $140k 18k 7.90
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $128k 13k 10.07
Sunstone Hotel Investors (SHO) 0.0 $127k 11k 11.21
Nuveen Select Mat Mun Sh Ben Int (NIM) 0.0 $121k 14k 8.70
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $111k 12k 9.41
Janus International Group In Common Stock (JBI) 0.0 $110k 27k 4.09
Tencent Music Entmt Group Spon Ads (TME) 0.0 $98k 12k 7.93
Liberty All Star Equity Sh Ben Int (USA) 0.0 $97k 17k 5.77
Transocean Registered Shs (RIG) 0.0 $91k 17k 5.24
Archer Aviation Com Cl A (ACHR) 0.0 $82k 17k 4.97
Twenty One Cap Com Shs Cl A (XXI) 0.0 $79k 12k 6.50
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $77k 15k 5.16
Rezolve Ai Ord Shs (RZLV) 0.0 $73k 34k 2.17
Strata Critical Medical Cl A Com (SRTA) 0.0 $71k 14k 5.11
Exp World Holdings Inc equities 0.0 $65k 18k 3.67
O-i Glass (OI) 0.0 $57k 10k 5.65
Overstock (BBBY) 0.0 $47k 16k 2.94
Array Technologies Com Shs (ARRY) 0.0 $47k 12k 4.03
Opko Health (OPK) 0.0 $43k 27k 1.61
Eos Energy Enterprises Com Cl A (EOSE) 0.0 $31k 10k 3.06
Enovix Corp (ENVX) 0.0 $30k 10k 2.90
Orion Office Reit Inc-w/i (ONL) 0.0 $29k 12k 2.49
Encore Energy Corp Com New (EU) 0.0 $21k 20k 1.08
Lucid Diagnostics (LUCD) 0.0 $19k 25k 0.75
Flyexclusive Com Cl A (FLYX) 0.0 $17k 14k 1.22
Caribou Biosciences (CRBU) 0.0 $17k 13k 1.27
Evgo Cl A Com (EVGO) 0.0 $15k 12k 1.26
Microvast Holdings (MVST) 0.0 $6.8k 11k 0.64
Owens & Minor (ACH) 0.0 $6.7k 12k 0.56