Security National Bank as of Sept. 30, 2025
Portfolio Holdings for Security National Bank
Security National Bank holds 378 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 |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 13.1 | $85M | 458k | 186.58 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 7.2 | $47M | 62.00 | 754200.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.4 | $35M | 70k | 502.74 | |
| Apple (AAPL) | 4.4 | $29M | 112k | 254.63 | |
| Microsoft Corporation (MSFT) | 3.9 | $26M | 50k | 517.95 | |
| Murphy Usa (MUSA) | 3.1 | $20M | 53k | 388.26 | |
| Amazon (AMZN) | 2.6 | $17M | 77k | 219.57 | |
| Palo Alto Networks (PANW) | 2.6 | $17M | 83k | 203.62 | |
| Visa Com Cl A (V) | 2.1 | $13M | 39k | 341.38 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $12M | 39k | 315.43 | |
| Spdr Series Trust Bloomberg 1 10 Y (TIPX) | 1.8 | $12M | 612k | 19.29 | |
| Lowe's Companies (LOW) | 1.7 | $11M | 45k | 251.31 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.7 | $11M | 12k | 968.09 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $11M | 46k | 243.10 | |
| Stryker Corporation (SYK) | 1.6 | $10M | 28k | 369.67 | |
| Raytheon Technologies Corp (RTX) | 1.4 | $9.4M | 56k | 167.33 | |
| Meritage Homes Corporation (MTH) | 1.4 | $8.9M | 124k | 72.43 | |
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 1.3 | $8.8M | 236k | 37.19 | |
| Blackstone Group Inc Com Cl A (BX) | 1.3 | $8.6M | 50k | 170.85 | |
| Blackrock (BLK) | 1.3 | $8.5M | 7.3k | 1165.87 | |
| Zoetis Cl A (ZTS) | 1.2 | $7.9M | 54k | 146.32 | |
| Broadcom (AVGO) | 1.2 | $7.6M | 23k | 329.91 | |
| Nextera Energy (NEE) | 1.1 | $7.4M | 98k | 75.49 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $7.4M | 11k | 669.30 | |
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 1.1 | $7.4M | 166k | 44.57 | |
| Kla Corp Com New (KLAC) | 1.1 | $6.9M | 6.4k | 1078.60 | |
| Servicenow (NOW) | 1.0 | $6.6M | 7.2k | 920.28 | |
| Costco Wholesale Corporation (COST) | 1.0 | $6.4M | 6.9k | 925.63 | |
| Southern Copper Corporation (SCCO) | 1.0 | $6.3M | 52k | 121.36 | |
| Green Brick Partners (GRBK) | 1.0 | $6.3M | 85k | 73.86 | |
| Synopsys (SNPS) | 0.9 | $6.0M | 12k | 493.39 | |
| Trimble Navigation (TRMB) | 0.9 | $6.0M | 73k | 81.65 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.9 | $5.8M | 114k | 50.73 | |
| Murphy Oil Corporation (MUR) | 0.9 | $5.7M | 200k | 28.41 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.8 | $5.5M | 26k | 209.34 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $5.5M | 11k | 485.02 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $5.0M | 8.2k | 612.38 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $5.0M | 15k | 328.17 | |
| Boston Scientific Corporation (BSX) | 0.7 | $4.9M | 50k | 97.63 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 0.7 | $4.8M | 91k | 52.89 | |
| Hubbell (HUBB) | 0.7 | $4.6M | 11k | 430.31 | |
| International Business Machines (IBM) | 0.7 | $4.5M | 16k | 282.16 | |
| Deere & Company (DE) | 0.7 | $4.4M | 9.6k | 457.26 | |
| Nvent Electric SHS (NVT) | 0.7 | $4.4M | 44k | 98.64 | |
| Valmont Industries (VMI) | 0.7 | $4.4M | 11k | 387.73 | |
| Diamondback Energy (FANG) | 0.7 | $4.3M | 30k | 143.10 | |
| Simplify Exchange Traded Fun None (CDX) | 0.6 | $4.1M | 179k | 22.90 | |
| Broadridge Financial Solutions (BR) | 0.6 | $4.0M | 17k | 238.17 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $4.0M | 69k | 57.09 | |
| Casey's General Stores (CASY) | 0.5 | $3.3M | 5.9k | 565.32 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $3.0M | 5.2k | 568.81 | |
| Johnson & Johnson (JNJ) | 0.4 | $2.9M | 16k | 185.42 | |
| Waste Management (WM) | 0.4 | $2.7M | 12k | 220.83 | |
| Chubb (CB) | 0.4 | $2.5M | 9.0k | 282.25 | |
| Abbott Laboratories (ABT) | 0.4 | $2.4M | 18k | 133.94 | |
| Caterpillar (CAT) | 0.3 | $2.3M | 4.7k | 477.16 | |
| Union Pacific Corporation (UNP) | 0.3 | $2.2M | 9.3k | 236.37 | |
| Vitesse Energy Common Stock (VTS) | 0.3 | $1.9M | 84k | 23.23 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $1.9M | 34k | 57.52 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.9M | 16k | 120.72 | |
| Motorola Solutions Com New (MSI) | 0.3 | $1.8M | 4.0k | 457.29 | |
| Procter & Gamble Company (PG) | 0.3 | $1.8M | 12k | 153.65 | |
| T1 Energy Com New (TE) | 0.3 | $1.7M | 781k | 2.18 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.6M | 6.7k | 243.55 | |
| RPM International (RPM) | 0.2 | $1.6M | 14k | 117.88 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.6M | 2.6k | 600.37 | |
| Sprott Asset Management Unit (PHYS) | 0.2 | $1.5M | 51k | 29.62 | |
| Meta Platforms Cl A (META) | 0.2 | $1.4M | 1.9k | 734.38 | |
| Corning Incorporated (GLW) | 0.2 | $1.4M | 17k | 82.03 | |
| Eli Lilly & Co. (LLY) | 0.2 | $1.3M | 1.8k | 763.00 | |
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.2 | $1.3M | 20k | 65.00 | |
| Home Depot (HD) | 0.2 | $1.3M | 3.2k | 405.19 | |
| Cadence Bank (CADE) | 0.2 | $1.1M | 30k | 37.54 | |
| Wec Energy Group (WEC) | 0.2 | $1.1M | 9.6k | 114.59 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $999k | 8.9k | 112.75 | |
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.1 | $910k | 21k | 44.48 | |
| Pepsi (PEP) | 0.1 | $890k | 6.3k | 140.44 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 0.1 | $857k | 8.0k | 106.78 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $824k | 6.9k | 118.83 | |
| Potlatch Corporation (PCH) | 0.1 | $812k | 20k | 40.75 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $773k | 12k | 65.26 | |
| Altria (MO) | 0.1 | $723k | 11k | 66.06 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $696k | 1.0k | 666.18 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $681k | 1.9k | 365.48 | |
| Kenvue (KVUE) | 0.1 | $660k | 41k | 16.23 | |
| Chevron Corporation (CVX) | 0.1 | $580k | 3.7k | 155.29 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $556k | 8.5k | 65.01 | |
| McDonald's Corporation (MCD) | 0.1 | $522k | 1.7k | 303.90 | |
| Sky Harbour Group Corporatio Com Cl A (SKYH) | 0.1 | $514k | 52k | 9.87 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $503k | 3.6k | 140.95 | |
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $501k | 14k | 36.55 | |
| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.1 | $500k | 5.9k | 85.04 | |
| Eaton Corp SHS (ETN) | 0.1 | $499k | 1.3k | 374.25 | |
| Amgen (AMGN) | 0.1 | $496k | 1.8k | 282.20 | |
| Royal Caribbean Cruises (RCL) | 0.1 | $486k | 1.5k | 323.58 | |
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $468k | 627.00 | 746.63 | |
| Honeywell International (HON) | 0.1 | $462k | 2.2k | 210.50 | |
| Fidelity Covington Trust Enhanced Large (FELG) | 0.1 | $460k | 11k | 41.12 | |
| Regions Financial Corporation (RF) | 0.1 | $452k | 17k | 26.37 | |
| Marriott Intl Cl A (MAR) | 0.1 | $450k | 1.7k | 260.44 | |
| Spdr Series Trust Prtflo S&p500 Hi (SPYD) | 0.1 | $429k | 9.8k | 44.00 | |
| Alliance Resource Partners L Ut Ltd Part (ARLP) | 0.1 | $403k | 16k | 25.29 | |
| Business First Bancshares (BFST) | 0.1 | $401k | 17k | 23.61 | |
| Vistra Energy (VST) | 0.1 | $397k | 2.0k | 195.92 | |
| Tesla Motors (TSLA) | 0.1 | $392k | 882.00 | 444.72 | |
| Microchip Technology (MCHP) | 0.1 | $383k | 6.0k | 64.22 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $381k | 852.00 | 447.23 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $377k | 768.00 | 490.38 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $346k | 4.8k | 71.37 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $344k | 4.1k | 84.11 | |
| Starbucks Corporation (SBUX) | 0.1 | $338k | 4.0k | 84.60 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $336k | 1.8k | 183.73 | |
| Republic Services (RSG) | 0.0 | $326k | 1.4k | 229.48 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $321k | 2.3k | 141.50 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $313k | 4.1k | 76.40 | |
| Ferrari Nv Ord (RACE) | 0.0 | $312k | 643.00 | 485.22 | |
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.0 | $309k | 1.9k | 165.45 | |
| Uber Technologies (UBER) | 0.0 | $308k | 3.1k | 97.97 | |
| Citigroup Com New (C) | 0.0 | $305k | 3.0k | 101.50 | |
| Devon Energy Corporation (DVN) | 0.0 | $294k | 8.4k | 35.06 | |
| salesforce (CRM) | 0.0 | $294k | 1.2k | 237.00 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $284k | 3.6k | 78.91 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $281k | 4.7k | 59.92 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $279k | 1.5k | 186.49 | |
| Wal-Mart Stores (WMT) | 0.0 | $279k | 2.7k | 103.06 | |
| MGE Energy (MGEE) | 0.0 | $275k | 3.3k | 84.18 | |
| Abbvie (ABBV) | 0.0 | $266k | 1.1k | 231.54 | |
| Us Bancorp Del Com New (USB) | 0.0 | $258k | 5.3k | 48.33 | |
| Valero Energy Corporation (VLO) | 0.0 | $252k | 1.5k | 170.26 | |
| Progressive Corporation (PGR) | 0.0 | $250k | 1.0k | 246.95 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $246k | 512.00 | 479.61 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $242k | 10k | 23.28 | |
| Coca-Cola Company (KO) | 0.0 | $229k | 3.5k | 66.32 | |
| Nucor Corporation (NUE) | 0.0 | $226k | 1.7k | 135.43 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $225k | 13k | 17.27 | |
| Ishares Tr Core Msci Pac (IPAC) | 0.0 | $218k | 3.0k | 73.43 | |
| Booking Holdings (BKNG) | 0.0 | $216k | 40.00 | 5399.27 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $207k | 4.9k | 42.37 | |
| Qualcomm (QCOM) | 0.0 | $201k | 1.2k | 166.36 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $193k | 509.00 | 378.94 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $187k | 2.0k | 95.89 | |
| Roper Industries (ROP) | 0.0 | $187k | 375.00 | 498.69 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $182k | 653.00 | 279.29 | |
| Enbridge (ENB) | 0.0 | $181k | 3.6k | 50.46 | |
| Bank of America Corporation (BAC) | 0.0 | $180k | 3.5k | 51.59 | |
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $176k | 3.7k | 47.63 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $173k | 9.5k | 18.24 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $169k | 600.00 | 281.86 | |
| Okta Cl A (OKTA) | 0.0 | $167k | 1.8k | 91.70 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $166k | 1.2k | 140.78 | |
| S&p Global (SPGI) | 0.0 | $163k | 335.00 | 486.71 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $163k | 3.0k | 54.18 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $156k | 3.4k | 46.24 | |
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $156k | 3.7k | 42.03 | |
| Fiserv (FI) | 0.0 | $155k | 1.2k | 128.93 | |
| Verizon Communications (VZ) | 0.0 | $155k | 3.5k | 43.95 | |
| American Express Company (AXP) | 0.0 | $154k | 464.00 | 332.16 | |
| Hf Sinclair Corp (DINO) | 0.0 | $153k | 2.9k | 52.34 | |
| Danaher Corporation (DHR) | 0.0 | $153k | 770.00 | 198.26 | |
| Merck & Co (MRK) | 0.0 | $149k | 1.8k | 83.93 | |
| Ishares Em Mkts Div Etf (DVYE) | 0.0 | $147k | 4.9k | 29.69 | |
| Antero Midstream Corp antero midstream (AM) | 0.0 | $146k | 7.5k | 19.44 | |
| Paccar (PCAR) | 0.0 | $145k | 1.5k | 98.32 | |
| Phillips 66 (PSX) | 0.0 | $143k | 1.1k | 136.02 | |
| Autodesk (ADSK) | 0.0 | $143k | 450.00 | 317.67 | |
| American Electric Power Company (AEP) | 0.0 | $143k | 1.3k | 112.50 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $139k | 255.00 | 546.77 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $139k | 495.00 | 279.84 | |
| Verisk Analytics (VRSK) | 0.0 | $130k | 515.00 | 251.51 | |
| O'reilly Automotive (ORLY) | 0.0 | $129k | 1.2k | 107.81 | |
| Iron Mountain (IRM) | 0.0 | $128k | 1.3k | 101.94 | |
| UnitedHealth (UNH) | 0.0 | $127k | 368.00 | 345.32 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $127k | 3.0k | 42.13 | |
| Williams Companies (WMB) | 0.0 | $127k | 2.0k | 63.35 | |
| Ecolab (ECL) | 0.0 | $123k | 450.00 | 273.86 | |
| Vanguard World Energy Etf (VDE) | 0.0 | $120k | 955.00 | 125.86 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $118k | 569.00 | 206.51 | |
| Ge Vernova (GEV) | 0.0 | $117k | 190.00 | 614.90 | |
| At&t (T) | 0.0 | $115k | 4.1k | 28.24 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $113k | 456.00 | 246.60 | |
| ConocoPhillips (COP) | 0.0 | $112k | 1.2k | 94.59 | |
| Capital One Financial (COF) | 0.0 | $111k | 520.00 | 212.58 | |
| Ishares Tr Morningstr Us Eq (ILCB) | 0.0 | $107k | 1.2k | 92.42 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $106k | 2.2k | 48.84 | |
| Firstservice Corp (FSV) | 0.0 | $105k | 553.00 | 190.49 | |
| Vanguard World Mega Cap Index (MGC) | 0.0 | $104k | 424.00 | 244.09 | |
| GSK Sponsored Adr (GSK) | 0.0 | $102k | 2.4k | 43.16 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $101k | 2.8k | 36.81 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $101k | 4.1k | 24.56 | |
| UGI Corporation (UGI) | 0.0 | $100k | 3.0k | 33.26 | |
| Linde SHS (LIN) | 0.0 | $95k | 200.00 | 475.00 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $95k | 1.0k | 93.35 | |
| Ameriprise Financial (AMP) | 0.0 | $94k | 191.00 | 491.25 | |
| Skyworks Solutions (SWKS) | 0.0 | $92k | 1.2k | 76.98 | |
| National Retail Properties (NNN) | 0.0 | $88k | 2.1k | 42.57 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 0.0 | $86k | 553.00 | 156.21 | |
| Hca Holdings (HCA) | 0.0 | $85k | 200.00 | 426.20 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $84k | 111.00 | 758.15 | |
| T1 Energy *w Exp 07/09/202 (TE.WS) | 0.0 | $83k | 1.0M | 0.08 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $82k | 944.00 | 87.21 | |
| Hercules Technology Growth Capital (HTGC) | 0.0 | $82k | 4.4k | 18.91 | |
| Paychex (PAYX) | 0.0 | $81k | 640.00 | 126.76 | |
| Principal Financial (PFG) | 0.0 | $80k | 960.00 | 82.91 | |
| Schlumberger Com Stk (SLB) | 0.0 | $79k | 2.3k | 34.37 | |
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $78k | 976.00 | 80.17 | |
| Interpublic Group of Companies (IPG) | 0.0 | $77k | 2.8k | 27.91 | |
| Wells Fargo & Company (WFC) | 0.0 | $75k | 896.00 | 83.82 | |
| Deluxe Corporation (DLX) | 0.0 | $74k | 3.8k | 19.36 | |
| Opendoor Technologies (OPEN) | 0.0 | $74k | 9.3k | 7.97 | |
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $73k | 2.8k | 26.07 | |
| Wendy's/arby's Group (WEN) | 0.0 | $73k | 8.0k | 9.16 | |
| Midcap Financial Invstmnt Com New (MFIC) | 0.0 | $73k | 6.0k | 11.99 | |
| EOG Resources (EOG) | 0.0 | $72k | 645.00 | 112.12 | |
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.0 | $71k | 902.00 | 78.41 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $70k | 942.00 | 74.37 | |
| Kayne Anderson Bdc Com Shs (KBDC) | 0.0 | $67k | 5.1k | 13.32 | |
| Becton, Dickinson and (BDX) | 0.0 | $67k | 358.00 | 187.17 | |
| Smithfield Foods Inc Common Stock Usd.5 (SFD) | 0.0 | $67k | 2.8k | 23.48 | |
| Bain Cap Specialty Fin None (BCSF) | 0.0 | $66k | 4.7k | 14.25 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $66k | 1.2k | 53.03 | |
| Walt Disney Company (DIS) | 0.0 | $66k | 575.00 | 114.50 | |
| Intercontinental Exchange (ICE) | 0.0 | $66k | 390.00 | 168.48 | |
| Pfizer (PFE) | 0.0 | $64k | 2.5k | 25.48 | |
| Carlyle Secured Lending None (CGBD) | 0.0 | $64k | 5.1k | 12.50 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $63k | 179.00 | 352.75 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $62k | 560.00 | 111.47 | |
| Nike CL B (NKE) | 0.0 | $62k | 894.00 | 69.73 | |
| Amcor Ord (AMCR) | 0.0 | $62k | 7.6k | 8.18 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $62k | 1.3k | 49.04 | |
| T. Rowe Price (TROW) | 0.0 | $62k | 600.00 | 102.64 | |
| TJX Companies (TJX) | 0.0 | $62k | 426.00 | 144.54 | |
| Apple Hospitality Reit Com New (APLE) | 0.0 | $61k | 5.1k | 12.01 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $60k | 130.00 | 463.74 | |
| Alcon Ord Shs (ALC) | 0.0 | $60k | 800.00 | 74.51 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $60k | 100.00 | 596.03 | |
| Bristol Myers Squibb (BMY) | 0.0 | $58k | 1.3k | 45.10 | |
| Rent-A-Center (UPBD) | 0.0 | $57k | 2.4k | 23.63 | |
| AGCO Corporation (AGCO) | 0.0 | $56k | 519.00 | 107.07 | |
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $56k | 500.00 | 110.90 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $53k | 1.1k | 50.07 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $53k | 40.00 | 1318.03 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $51k | 2.2k | 23.65 | |
| Itt (ITT) | 0.0 | $49k | 275.00 | 178.76 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $49k | 137.00 | 355.47 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $47k | 100.00 | 468.41 | |
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $47k | 2.0k | 23.27 | |
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $46k | 443.00 | 104.51 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $46k | 321.00 | 143.18 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $44k | 144.00 | 307.86 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $43k | 300.00 | 144.37 | |
| Oaktree Specialty Lending Corp (OCSL) | 0.0 | $43k | 3.3k | 13.05 | |
| Pulte (PHM) | 0.0 | $42k | 317.00 | 132.13 | |
| Ab Active Etfs None (FWD) | 0.0 | $42k | 411.00 | 101.19 | |
| Prudential Financial (PRU) | 0.0 | $42k | 400.00 | 103.74 | |
| Vail Resorts (MTN) | 0.0 | $41k | 273.00 | 149.57 | |
| ConAgra Foods (CAG) | 0.0 | $41k | 2.2k | 18.31 | |
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.0 | $39k | 1.1k | 34.27 | |
| Edwards Lifesciences (EW) | 0.0 | $39k | 500.00 | 77.77 | |
| Target Corporation (TGT) | 0.0 | $39k | 430.00 | 89.70 | |
| Boston Omaha Corp Cl A Com Stk (BOC) | 0.0 | $37k | 2.8k | 13.08 | |
| Oneok (OKE) | 0.0 | $36k | 495.00 | 72.97 | |
| Lamb Weston Hldgs (LW) | 0.0 | $36k | 612.00 | 58.08 | |
| Icon SHS (ICLR) | 0.0 | $35k | 200.00 | 175.00 | |
| Steel Dynamics (STLD) | 0.0 | $35k | 251.00 | 139.43 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $35k | 360.00 | 96.55 | |
| Matson (MATX) | 0.0 | $32k | 328.00 | 98.59 | |
| Ingevity (NGVT) | 0.0 | $31k | 559.00 | 55.19 | |
| Vanguard World Health Car Etf (VHT) | 0.0 | $30k | 114.00 | 259.60 | |
| American Tower Reit (AMT) | 0.0 | $29k | 150.00 | 192.32 | |
| Enterprise Products Partners (EPD) | 0.0 | $27k | 875.00 | 31.27 | |
| Emerson Electric (EMR) | 0.0 | $26k | 200.00 | 131.18 | |
| PPG Industries (PPG) | 0.0 | $26k | 249.00 | 105.11 | |
| Eagle Materials (EXP) | 0.0 | $26k | 111.00 | 233.04 | |
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $25k | 162.00 | 154.23 | |
| 3M Company (MMM) | 0.0 | $25k | 160.00 | 155.18 | |
| Expeditors International of Washington (EXPD) | 0.0 | $25k | 200.00 | 122.59 | |
| FedEx Corporation (FDX) | 0.0 | $24k | 100.00 | 235.81 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $23k | 252.00 | 91.42 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $23k | 690.00 | 33.37 | |
| Ge Aerospace Com New (GE) | 0.0 | $23k | 76.00 | 300.82 | |
| Sherwin-Williams Company (SHW) | 0.0 | $21k | 60.00 | 346.27 | |
| Ishares Msci Cda Etf (EWC) | 0.0 | $21k | 409.00 | 50.55 | |
| Oracle Corporation (ORCL) | 0.0 | $21k | 73.00 | 281.25 | |
| Cardiff Oncology (CRDF) | 0.0 | $20k | 9.8k | 2.06 | |
| Automatic Data Processing (ADP) | 0.0 | $20k | 68.00 | 293.50 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $19k | 182.00 | 106.61 | |
| Cadence Design Systems (CDNS) | 0.0 | $19k | 53.00 | 351.27 | |
| Bwx Technologies (BWXT) | 0.0 | $18k | 100.00 | 184.37 | |
| United States Antimony Corp None (UAMY) | 0.0 | $18k | 3.0k | 6.20 | |
| eBay (EBAY) | 0.0 | $18k | 200.00 | 90.95 | |
| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.0 | $18k | 311.00 | 57.19 | |
| Church & Dwight (CHD) | 0.0 | $18k | 201.00 | 87.63 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $17k | 295.00 | 58.21 | |
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $17k | 1.0k | 17.06 | |
| Medtronic SHS (MDT) | 0.0 | $17k | 179.00 | 95.24 | |
| United Parcel Service CL B (UPS) | 0.0 | $17k | 200.00 | 83.53 | |
| Dominion Resources (D) | 0.0 | $16k | 259.00 | 61.17 | |
| Lithia Motors (LAD) | 0.0 | $16k | 50.00 | 316.00 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $16k | 500.00 | 31.42 | |
| Netflix (NFLX) | 0.0 | $16k | 13.00 | 1198.92 | |
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $15k | 200.00 | 73.70 | |
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.0 | $15k | 369.00 | 39.18 | |
| Shell Spon Ads (SHEL) | 0.0 | $14k | 200.00 | 71.53 | |
| Cigna Corp (CI) | 0.0 | $14k | 49.00 | 288.24 | |
| ResMed (RMD) | 0.0 | $14k | 50.00 | 273.74 | |
| Paypal Holdings (PYPL) | 0.0 | $13k | 200.00 | 67.06 | |
| Fortive (FTV) | 0.0 | $13k | 273.00 | 48.99 | |
| AutoZone (AZO) | 0.0 | $13k | 3.00 | 4290.33 | |
| United Rentals (URI) | 0.0 | $12k | 13.00 | 954.70 | |
| Cintas Corporation (CTAS) | 0.0 | $12k | 60.00 | 205.27 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $12k | 90.00 | 133.90 | |
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $12k | 133.00 | 89.03 | |
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $12k | 150.00 | 77.65 | |
| Carlisle Companies (CSL) | 0.0 | $12k | 35.00 | 328.97 | |
| Ishares Glb Enr Prod Etf (FILL) | 0.0 | $11k | 450.00 | 25.08 | |
| Chemed Corp Com Stk (CHE) | 0.0 | $11k | 25.00 | 447.76 | |
| Copart (CPRT) | 0.0 | $11k | 236.00 | 44.97 | |
| Baker Hughes Company Cl A (BKR) | 0.0 | $10k | 214.00 | 48.72 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $9.8k | 76.00 | 128.36 | |
| Garmin SHS (GRMN) | 0.0 | $9.1k | 37.00 | 246.22 | |
| Alexander & Baldwin (ALEX) | 0.0 | $8.5k | 465.00 | 18.19 | |
| Colgate-Palmolive Company (CL) | 0.0 | $8.0k | 100.00 | 79.94 | |
| Pool Corporation (POOL) | 0.0 | $7.8k | 25.00 | 310.08 | |
| BP Sponsored Adr (BP) | 0.0 | $6.9k | 200.00 | 34.46 | |
| Advisorshares Tr Pure Cannabis (YOLO) | 0.0 | $6.9k | 2.0k | 3.53 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $6.9k | 400.00 | 17.16 | |
| Applied Materials (AMAT) | 0.0 | $6.6k | 32.00 | 204.75 | |
| Hormel Foods Corporation (HRL) | 0.0 | $6.5k | 264.00 | 24.74 | |
| Spdr Series Trust Portfolio Short (SPSB) | 0.0 | $6.4k | 211.00 | 30.29 | |
| Monster Beverage Corp (MNST) | 0.0 | $6.1k | 90.00 | 67.31 | |
| First Tr Exchange Traded Indxx Nat Re Etf (FTRI) | 0.0 | $6.0k | 396.00 | 15.19 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $5.5k | 72.00 | 76.72 | |
| Ardagh Metal Packaging S A SHS (AMBP) | 0.0 | $5.4k | 1.4k | 3.99 | |
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $5.3k | 25.00 | 213.72 | |
| Bitmine Immersion Tecnologie None (BMNR) | 0.0 | $5.2k | 100.00 | 51.93 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $5.2k | 52.00 | 99.54 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $5.1k | 17.00 | 297.88 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $4.7k | 12.00 | 391.67 | |
| Vontier Corporation (VNT) | 0.0 | $4.6k | 109.00 | 41.97 | |
| Applovin Corp Com Cl A (APP) | 0.0 | $4.3k | 6.00 | 718.50 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $4.0k | 22.00 | 182.41 | |
| Ralliant Corp None (RAL) | 0.0 | $4.0k | 91.00 | 43.73 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $4.0k | 19.00 | 208.68 | |
| CBOE Holdings (CBOE) | 0.0 | $3.9k | 16.00 | 245.25 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $3.9k | 13.00 | 297.62 | |
| Southwest Airlines (LUV) | 0.0 | $3.9k | 121.00 | 31.91 | |
| Zimmer Holdings (ZBH) | 0.0 | $3.8k | 39.00 | 98.51 | |
| Mettler-Toledo International (MTD) | 0.0 | $3.7k | 3.00 | 1227.67 | |
| MetLife (MET) | 0.0 | $3.5k | 42.00 | 82.38 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $3.4k | 86.00 | 39.19 | |
| Mp Materials Corp Com Cl A (MP) | 0.0 | $3.4k | 50.00 | 67.08 | |
| McKesson Corporation (MCK) | 0.0 | $3.1k | 4.00 | 772.50 | |
| Astera Labs (ALAB) | 0.0 | $2.5k | 13.00 | 195.77 | |
| Celsius Hldgs Com New (CELH) | 0.0 | $2.4k | 41.00 | 57.49 | |
| Arista Networks Com Shs (ANET) | 0.0 | $2.2k | 15.00 | 145.73 | |
| Axon Enterprise (AXON) | 0.0 | $2.2k | 3.00 | 717.67 | |
| Organigram Global None (OGI) | 0.0 | $2.1k | 1.1k | 2.03 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $2.1k | 14.00 | 148.64 | |
| Reddit Cl A (RDDT) | 0.0 | $2.1k | 9.00 | 230.00 | |
| Intuit (INTU) | 0.0 | $2.0k | 3.00 | 683.00 | |
| Dow (DOW) | 0.0 | $1.9k | 85.00 | 22.93 | |
| Advanced Micro Devices (AMD) | 0.0 | $1.9k | 12.00 | 161.75 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $1.9k | 21.00 | 91.43 | |
| Tractor Supply Company (TSCO) | 0.0 | $1.9k | 33.00 | 56.88 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.8k | 6.00 | 293.67 | |
| Texas Roadhouse (TXRH) | 0.0 | $1.7k | 10.00 | 166.20 | |
| Manhattan Associates (MANH) | 0.0 | $1.6k | 8.00 | 205.00 | |
| Irhythm Technologies (IRTC) | 0.0 | $1.5k | 9.00 | 172.00 | |
| Sundial Growers (SNDL) | 0.0 | $1.5k | 575.00 | 2.68 | |
| Saia (SAIA) | 0.0 | $1.5k | 5.00 | 299.40 | |
| Genmab A/s Sponsored Ads (GMAB) | 0.0 | $1.4k | 45.00 | 30.67 | |
| On Hldg Namen Akt A (ONON) | 0.0 | $1.3k | 31.00 | 42.35 | |
| Trex Company (TREX) | 0.0 | $1.0k | 20.00 | 51.65 | |
| Waters Corporation (WAT) | 0.0 | $899.000100 | 3.00 | 299.67 | |
| Lululemon Athletica (LULU) | 0.0 | $890.000000 | 5.00 | 178.00 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $481.000000 | 100.00 | 4.81 | |
| Cava Group Ord (CAVA) | 0.0 | $180.999900 | 3.00 | 60.33 | |
| Brighthouse Finl (BHF) | 0.0 | $159.000000 | 3.00 | 53.00 |