Security National Bank as of June 30, 2026
Portfolio Holdings for Security National Bank
Security National Bank holds 392 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.0 | $84M | 418k | 200.09 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 5.5 | $46M | 62.00 | 748850.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.2 | $35M | 70k | 500.39 | |
| Apple (AAPL) | 3.8 | $32M | 111k | 289.36 | |
| Murphy Usa (MUSA) | 3.6 | $30M | 55k | 538.87 | |
| Palo Alto Networks (PANW) | 3.5 | $29M | 85k | 341.02 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 2.8 | $24M | 12k | 1989.44 | |
| Corning Incorporated (GLW) | 2.5 | $21M | 83k | 255.43 | |
| Kla Corp Com New (KLAC) | 2.5 | $21M | 69k | 301.71 | |
| Amazon (AMZN) | 2.4 | $20M | 83k | 238.34 | |
| Microsoft Corporation (MSFT) | 2.3 | $20M | 53k | 373.02 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $18M | 50k | 357.37 | |
| Raytheon Technologies Corp (RTX) | 1.8 | $15M | 80k | 189.73 | |
| Visa Com Cl A (V) | 1.8 | $15M | 44k | 343.09 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $14M | 44k | 327.33 | |
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 1.5 | $12M | 322k | 38.59 | |
| Spdr Series Trust State Stret Spdr (TIPX) | 1.5 | $12M | 650k | 18.93 | |
| J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA) | 1.4 | $12M | 215k | 55.37 | |
| Broadcom (AVGO) | 1.4 | $12M | 31k | 377.75 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $12M | 15k | 748.89 | |
| Forgent Power Solutions Com Shs Cl A (FPS) | 1.3 | $11M | 200k | 55.86 | |
| Lowe's Companies (LOW) | 1.3 | $11M | 50k | 220.49 | |
| 2023 Etf Series Trust Brandes Internat (BINV) | 1.3 | $11M | 256k | 41.95 | |
| Meritage Homes Corporation (MTH) | 1.2 | $10M | 124k | 83.85 | |
| Southern Copper Corporation (SCCO) | 1.2 | $10M | 59k | 174.26 | |
| Stryker Corporation (SYK) | 1.2 | $9.9M | 31k | 314.84 | |
| Nextera Energy (NEE) | 1.2 | $9.9M | 113k | 87.77 | |
| Blackrock (BLK) | 1.1 | $9.4M | 9.8k | 961.56 | |
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 1.0 | $8.7M | 190k | 45.70 | |
| Valmont Industries (VMI) | 1.0 | $8.7M | 15k | 577.60 | |
| International Business Machines (IBM) | 1.0 | $8.5M | 30k | 281.21 | |
| Green Brick Partners (GRBK) | 1.0 | $8.4M | 105k | 80.04 | |
| Costco Wholesale Corporation (COST) | 0.9 | $7.8M | 8.4k | 935.47 | |
| Deere & Company (DE) | 0.9 | $7.7M | 12k | 634.33 | |
| Diamondback Energy (FANG) | 0.9 | $7.5M | 43k | 175.78 | |
| Hubbell (HUBB) | 0.9 | $7.4M | 14k | 523.20 | |
| Nvent Elec SHS (NVT) | 0.9 | $7.3M | 43k | 169.61 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $7.1M | 14k | 501.36 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.8 | $6.8M | 134k | 50.57 | |
| Synopsys (SNPS) | 0.8 | $6.7M | 15k | 446.07 | |
| Murphy Oil Corporation (MUR) | 0.8 | $6.5M | 198k | 32.56 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.8 | $6.4M | 26k | 246.21 | |
| Sharkninja Com Shs (SN) | 0.8 | $6.4M | 42k | 152.27 | |
| Caterpillar (CAT) | 0.7 | $5.9M | 5.5k | 1064.90 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $5.5M | 69k | 80.57 | |
| Casey's General Stores (CASY) | 0.6 | $4.9M | 6.2k | 794.79 | |
| Trimble Navigation (TRMB) | 0.6 | $4.8M | 93k | 51.18 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $4.1M | 6.0k | 686.81 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $4.0M | 11k | 370.04 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $3.9M | 69k | 56.49 | |
| Johnson & Johnson (JNJ) | 0.5 | $3.8M | 15k | 253.97 | |
| T1 Energy Com New (TE) | 0.4 | $3.7M | 391k | 9.48 | |
| Simplify Exchange Traded Fun High Yield Etf (CDX) | 0.4 | $3.7M | 173k | 21.12 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.4 | $3.6M | 48k | 76.11 | |
| Chubb (CB) | 0.4 | $3.4M | 10k | 340.74 | |
| Boston Scientific Corporation (BSX) | 0.4 | $3.2M | 75k | 42.68 | |
| Waste Management (WM) | 0.4 | $3.1M | 14k | 222.88 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $3.0M | 22k | 137.53 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $3.0M | 5.8k | 513.60 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $2.8M | 46k | 61.46 | |
| Eli Lilly & Co. (LLY) | 0.3 | $2.8M | 2.3k | 1199.43 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.7M | 3.7k | 736.40 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $2.5M | 74k | 33.29 | |
| Tesla Motors (TSLA) | 0.3 | $2.4M | 5.7k | 420.60 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.4M | 6.7k | 353.33 | |
| Motorola Solutions Com New (MSI) | 0.3 | $2.3M | 5.4k | 415.29 | |
| Altria (MO) | 0.3 | $2.2M | 31k | 71.95 | |
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.3 | $2.2M | 33k | 67.58 | |
| Wisdomtree Tr Japan Opportunit (OPPJ) | 0.3 | $2.1M | 37k | 57.67 | |
| Fossil (FOSL) | 0.2 | $2.0M | 493k | 4.14 | |
| Wec Energy Group (WEC) | 0.2 | $2.0M | 17k | 116.77 | |
| Procter & Gamble Company (PG) | 0.2 | $1.9M | 13k | 146.64 | |
| Abbott Laboratories (ABT) | 0.2 | $1.9M | 21k | 90.74 | |
| Union Pacific Corporation (UNP) | 0.2 | $1.8M | 6.7k | 272.00 | |
| RPM International (RPM) | 0.2 | $1.8M | 16k | 111.15 | |
| Astrazeneca Ord (AZN) | 0.2 | $1.7M | 9.0k | 189.62 | |
| Ishares Tr Core Msci Pac (IPAC) | 0.2 | $1.6M | 20k | 81.93 | |
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.2 | $1.6M | 52k | 30.17 | |
| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.2 | $1.5M | 16k | 94.42 | |
| Huntington Bancshares Incorporated (HBAN) | 0.2 | $1.5M | 85k | 17.73 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.2 | $1.5M | 26k | 56.33 | |
| Home Depot (HD) | 0.2 | $1.5M | 4.1k | 352.68 | |
| Wisdomtree Tr Europe Defense F (WDEF) | 0.2 | $1.4M | 52k | 27.19 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.4M | 1.8k | 763.14 | |
| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.2 | $1.3M | 26k | 51.27 | |
| First Tr Exchange-traded Indxx Nat Re Etf (FTRI) | 0.1 | $1.3M | 79k | 15.87 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $1.2M | 8.7k | 136.72 | |
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.1 | $1.2M | 21k | 56.22 | |
| Marriott Intl Cl A (MAR) | 0.1 | $1.1M | 3.1k | 370.59 | |
| Royal Caribbean Cruises (RCL) | 0.1 | $968k | 3.0k | 317.53 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $956k | 12k | 77.11 | |
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $927k | 9.1k | 102.30 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $911k | 6.1k | 148.31 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $892k | 1.2k | 746.77 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $850k | 1.8k | 477.57 | |
| Rayonier (RYN) | 0.1 | $771k | 36k | 21.28 | |
| Starbucks Corporation (SBUX) | 0.1 | $735k | 7.2k | 102.19 | |
| Devon Energy Corporation (DVN) | 0.1 | $707k | 17k | 41.32 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $704k | 9.0k | 77.91 | |
| Chevron Corporation (CVX) | 0.1 | $636k | 3.8k | 165.76 | |
| United Sts Oil Units (USO) | 0.1 | $632k | 5.9k | 106.44 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $626k | 1.5k | 409.50 | |
| Amgen (AMGN) | 0.1 | $620k | 1.7k | 362.12 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $602k | 1.5k | 397.67 | |
| United Sts Brent Oil Unit (BNO) | 0.1 | $591k | 15k | 40.69 | |
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $568k | 14k | 41.43 | |
| Eaton Corp SHS (ETN) | 0.1 | $558k | 1.3k | 426.12 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $545k | 1.8k | 298.07 | |
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $522k | 4.4k | 119.52 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $522k | 2.3k | 227.06 | |
| Sky Harbour Group Corporatio Com Cl A (SKYH) | 0.1 | $512k | 52k | 9.84 | |
| Regions Financial Corporation (RF) | 0.1 | $511k | 17k | 30.20 | |
| Fidelity Covington Trust Enhanced Large (FELG) | 0.1 | $484k | 11k | 43.75 | |
| Meta Platforms Cl A (META) | 0.1 | $450k | 798.00 | 563.29 | |
| Bank of America Corporation (BAC) | 0.1 | $447k | 7.8k | 56.98 | |
| McDonald's Corporation (MCD) | 0.1 | $436k | 1.6k | 270.31 | |
| Citigroup Com New (C) | 0.1 | $420k | 3.0k | 139.96 | |
| Ge Vernova (GEV) | 0.0 | $415k | 353.00 | 1174.86 | |
| Antero Midstream Corp antero midstream (AM) | 0.0 | $414k | 18k | 22.75 | |
| salesforce (CRM) | 0.0 | $412k | 2.6k | 156.66 | |
| Valero Energy Corporation (VLO) | 0.0 | $386k | 1.5k | 260.44 | |
| Alliance Resource Partners L Ut Ltd Part (ARLP) | 0.0 | $382k | 16k | 23.98 | |
| Spdr Series Trust State Street Spd (SPYD) | 0.0 | $379k | 8.0k | 47.71 | |
| Pepsi (PEP) | 0.0 | $376k | 2.8k | 135.40 | |
| Nucor Corporation (NUE) | 0.0 | $372k | 1.7k | 222.75 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $361k | 4.8k | 75.45 | |
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.0 | $341k | 1.9k | 181.15 | |
| Qualcomm (QCOM) | 0.0 | $340k | 1.8k | 184.79 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $326k | 1.5k | 217.93 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $320k | 4.5k | 71.25 | |
| Wal-Mart Stores (WMT) | 0.0 | $316k | 2.8k | 113.26 | |
| Abbvie (ABBV) | 0.0 | $297k | 1.2k | 251.64 | |
| Microchip Technology (MCHP) | 0.0 | $289k | 3.2k | 91.20 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $288k | 10k | 27.70 | |
| Us Bancorp Com New (USB) | 0.0 | $287k | 4.8k | 60.40 | |
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.0 | $280k | 2.4k | 115.98 | |
| Coca-Cola Company (KO) | 0.0 | $280k | 3.5k | 81.27 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $280k | 3.7k | 75.51 | |
| Republic Services (RSG) | 0.0 | $276k | 1.3k | 213.08 | |
| MGE Energy (MGEE) | 0.0 | $267k | 3.3k | 81.54 | |
| Spdr Series Trust State Street Spd (XOP) | 0.0 | $265k | 1.7k | 154.26 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $256k | 1.2k | 216.60 | |
| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $254k | 21k | 11.89 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $247k | 2.0k | 124.17 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $247k | 1.6k | 158.03 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $242k | 2.8k | 86.14 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $236k | 2.9k | 82.65 | |
| Baron Etf Tr First Principles (RONB) | 0.0 | $234k | 9.6k | 24.40 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $229k | 2.0k | 117.50 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $229k | 1.2k | 190.52 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $227k | 4.2k | 53.47 | |
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $223k | 3.8k | 58.92 | |
| Progressive Corporation (PGR) | 0.0 | $221k | 1.0k | 218.45 | |
| Zoetis Cl A (ZTS) | 0.0 | $195k | 2.7k | 71.86 | |
| Vistra Energy (VST) | 0.0 | $194k | 1.2k | 158.63 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $186k | 4.1k | 45.11 | |
| Uber Technologies (UBER) | 0.0 | $185k | 2.6k | 72.16 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $183k | 10k | 17.88 | |
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $183k | 3.7k | 49.28 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $179k | 3.0k | 59.69 | |
| Booking Holdings (BKNG) | 0.0 | $178k | 1.0k | 178.24 | |
| Phillips 66 (PSX) | 0.0 | $178k | 1.1k | 169.05 | |
| American Electric Power Company (AEP) | 0.0 | $177k | 1.3k | 136.81 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $170k | 954.00 | 178.60 | |
| J P Morgan Exchange Traded F U S Tech Leaders (JTEK) | 0.0 | $164k | 1.5k | 111.55 | |
| Danaher Corporation (DHR) | 0.0 | $162k | 850.00 | 190.48 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $162k | 379.00 | 426.40 | |
| Ishares Em Mkts Div Etf (DVYE) | 0.0 | $159k | 4.9k | 32.23 | |
| Iron Mountain (IRM) | 0.0 | $158k | 1.3k | 126.31 | |
| American Express Company (AXP) | 0.0 | $156k | 461.00 | 338.25 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $156k | 3.2k | 48.25 | |
| Vanguard World Energy Etf (VDE) | 0.0 | $143k | 955.00 | 150.13 | |
| S&p Global (SPGI) | 0.0 | $141k | 345.00 | 407.27 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $135k | 2.7k | 49.41 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $134k | 7.0k | 19.12 | |
| Verizon Communications (VZ) | 0.0 | $133k | 3.1k | 42.34 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $131k | 495.00 | 264.72 | |
| Roper Industries (ROP) | 0.0 | $127k | 375.00 | 338.39 | |
| Americold Rlty Tr (COLD) | 0.0 | $126k | 8.0k | 15.72 | |
| Ecolab (ECL) | 0.0 | $125k | 450.00 | 278.61 | |
| ConocoPhillips (COP) | 0.0 | $125k | 1.2k | 103.96 | |
| GSK Sponsored Adr (GSK) | 0.0 | $124k | 2.4k | 52.42 | |
| Enterprise Products Partners (EPD) | 0.0 | $119k | 3.2k | 36.76 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $118k | 121.00 | 978.10 | |
| UnitedHealth (UNH) | 0.0 | $118k | 283.00 | 415.64 | |
| Paccar (PCAR) | 0.0 | $111k | 920.00 | 120.12 | |
| O'reilly Automotive (ORLY) | 0.0 | $111k | 1.2k | 92.09 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $111k | 245.00 | 451.00 | |
| Ishares Tr Morningstr Us Eq (ILCB) | 0.0 | $109k | 1.1k | 103.65 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $106k | 960.00 | 110.32 | |
| Linde SHS (LIN) | 0.0 | $106k | 204.00 | 518.94 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $105k | 2.8k | 38.23 | |
| UGI Corporation (UGI) | 0.0 | $104k | 3.0k | 34.54 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $103k | 873.00 | 117.67 | |
| Broadridge Financial Solutions (BR) | 0.0 | $94k | 684.00 | 136.95 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $93k | 1.0k | 92.21 | |
| Diageo Spon Adr New (DEO) | 0.0 | $93k | 1.2k | 80.38 | |
| Verisk Analytics (VRSK) | 0.0 | $93k | 515.00 | 179.53 | |
| Deluxe Corporation (DLX) | 0.0 | $92k | 3.8k | 23.88 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $89k | 1.5k | 58.98 | |
| Ameriprise Financial (AMP) | 0.0 | $88k | 191.00 | 458.76 | |
| Autodesk (ADSK) | 0.0 | $88k | 450.00 | 194.42 | |
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $87k | 976.00 | 89.01 | |
| Apple Hospitality Reit Com New (APLE) | 0.0 | $86k | 5.1k | 16.81 | |
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $86k | 1.9k | 45.34 | |
| Wells Fargo & Company (WFC) | 0.0 | $84k | 1.0k | 82.64 | |
| At&t (T) | 0.0 | $83k | 4.0k | 20.70 | |
| Skyworks Solutions (SWKS) | 0.0 | $81k | 1.2k | 67.80 | |
| Firstservice Corp (FSV) | 0.0 | $79k | 553.00 | 142.11 | |
| Ge Aerospace Com New (GE) | 0.0 | $77k | 206.00 | 373.73 | |
| Bristol Myers Squibb (BMY) | 0.0 | $75k | 1.3k | 57.62 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $73k | 55.00 | 1332.04 | |
| TJX Companies (TJX) | 0.0 | $72k | 475.00 | 151.50 | |
| EOG Resources (EOG) | 0.0 | $71k | 545.00 | 129.73 | |
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.0 | $70k | 1.6k | 44.03 | |
| Omni (OMC) | 0.0 | $69k | 947.00 | 72.83 | |
| AGCO Corporation (AGCO) | 0.0 | $69k | 574.00 | 119.70 | |
| T. Rowe Price (TROW) | 0.0 | $68k | 600.00 | 113.69 | |
| Principal Financial (PFG) | 0.0 | $68k | 631.00 | 107.78 | |
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $68k | 130.00 | 522.39 | |
| Wendy's/arby's Group (WEN) | 0.0 | $67k | 8.1k | 8.29 | |
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $67k | 1.3k | 52.65 | |
| Amcor Com New (AMCR) | 0.0 | $66k | 1.5k | 43.35 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $65k | 1.2k | 52.41 | |
| Enbridge (ENB) | 0.0 | $64k | 1.2k | 54.21 | |
| Matson (MATX) | 0.0 | $63k | 328.00 | 192.23 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $61k | 560.00 | 109.07 | |
| Ab Active Etfs Disruptors Etf (FWD) | 0.0 | $61k | 411.00 | 148.12 | |
| Pfizer (PFE) | 0.0 | $61k | 2.5k | 24.08 | |
| Kayne Anderson Bdc Com Shs (KBDC) | 0.0 | $60k | 4.4k | 13.53 | |
| Steel Dynamics (STLD) | 0.0 | $58k | 251.00 | 229.46 | |
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $57k | 1.9k | 29.54 | |
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $57k | 500.00 | 114.61 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $57k | 300.00 | 190.19 | |
| Ares Capital Corporation (ARCC) | 0.0 | $56k | 3.0k | 18.53 | |
| Hercules Technology Growth Capital (HTGC) | 0.0 | $55k | 3.5k | 15.77 | |
| Barings Bdc (BBDC) | 0.0 | $55k | 6.5k | 8.52 | |
| Oaktree Specialty Lending Corp (OCSL) | 0.0 | $55k | 4.6k | 11.94 | |
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $55k | 1.0k | 52.76 | |
| Bain Cap Specialty Fin Com Stk (BCSF) | 0.0 | $55k | 4.4k | 12.52 | |
| Itt (ITT) | 0.0 | $54k | 275.00 | 197.76 | |
| Vail Resorts (MTN) | 0.0 | $54k | 398.00 | 136.15 | |
| Alcon Ord Shs (ALC) | 0.0 | $54k | 800.00 | 67.10 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $54k | 1.1k | 50.58 | |
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $53k | 443.00 | 118.99 | |
| Rent-A-Center (UPBD) | 0.0 | $52k | 2.5k | 21.22 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 0.0 | $52k | 553.00 | 93.79 | |
| Tcg Bdc (CGBD) | 0.0 | $52k | 4.9k | 10.53 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $51k | 137.00 | 368.38 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $50k | 144.00 | 343.91 | |
| Intercontinental Exchange (ICE) | 0.0 | $48k | 390.00 | 123.11 | |
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $47k | 945.00 | 49.28 | |
| Edwards Lifesciences (EW) | 0.0 | $45k | 500.00 | 90.46 | |
| Becton, Dickinson and (BDX) | 0.0 | $45k | 295.00 | 151.33 | |
| Capital One Financial (COF) | 0.0 | $44k | 220.00 | 200.62 | |
| American Airls (AAL) | 0.0 | $44k | 2.4k | 18.07 | |
| Firefly Aerospace (FLY) | 0.0 | $44k | 1.5k | 29.40 | |
| Prudential Financial (PRU) | 0.0 | $43k | 400.00 | 107.93 | |
| Oneok (OKE) | 0.0 | $43k | 495.00 | 86.94 | |
| Ingevity (NGVT) | 0.0 | $42k | 559.00 | 74.67 | |
| Target Corporation (TGT) | 0.0 | $39k | 300.00 | 130.61 | |
| Walt Disney Company (DIS) | 0.0 | $39k | 400.00 | 96.25 | |
| Boston Omaha Corp Cl A Com Stk (BOC) | 0.0 | $38k | 2.8k | 13.64 | |
| Nike CL B (NKE) | 0.0 | $36k | 878.00 | 41.05 | |
| Oxford Lane Cap Corp (OXLC) | 0.0 | $35k | 4.0k | 8.76 | |
| Icon Pub SHS (ICLR) | 0.0 | $35k | 200.00 | 173.71 | |
| Merck & Co (MRK) | 0.0 | $34k | 267.00 | 128.50 | |
| Eagle Pt Cr (ECC) | 0.0 | $34k | 9.0k | 3.72 | |
| Pulte (PHM) | 0.0 | $33k | 243.00 | 137.21 | |
| Expeditors International of Washington (EXPD) | 0.0 | $33k | 200.00 | 162.98 | |
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $32k | 45.00 | 703.33 | |
| FedEx Corporation (FDX) | 0.0 | $31k | 100.00 | 313.13 | |
| PPG Industries (PPG) | 0.0 | $30k | 249.00 | 121.29 | |
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $30k | 2.8k | 10.90 | |
| ConAgra Foods (CAG) | 0.0 | $30k | 2.2k | 13.46 | |
| Emerson Electric (EMR) | 0.0 | $29k | 200.00 | 143.15 | |
| Usa Compression Partners Com Unit Ltdpar (USAC) | 0.0 | $29k | 1.1k | 26.39 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $28k | 135.00 | 205.02 | |
| Morgan Stanley Com New (MS) | 0.0 | $27k | 131.00 | 209.04 | |
| Lamb Weston Hldgs (LW) | 0.0 | $26k | 612.00 | 43.18 | |
| Delta Air Lines Com New (DAL) | 0.0 | $26k | 282.00 | 93.66 | |
| United Rentals (URI) | 0.0 | $26k | 23.00 | 1132.90 | |
| 3M Company (MMM) | 0.0 | $26k | 160.00 | 161.91 | |
| Shell Spon Ads (SHEL) | 0.0 | $26k | 332.00 | 77.54 | |
| Eagle Materials (EXP) | 0.0 | $25k | 111.00 | 225.00 | |
| Ishares Msci Cda Etf (EWC) | 0.0 | $24k | 409.00 | 57.64 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $23k | 93.00 | 249.98 | |
| Applied Materials (AMAT) | 0.0 | $23k | 32.00 | 723.00 | |
| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.0 | $22k | 350.00 | 64.12 | |
| eBay (EBAY) | 0.0 | $22k | 200.00 | 111.75 | |
| Netflix (NFLX) | 0.0 | $22k | 312.00 | 71.40 | |
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $22k | 1.0k | 22.26 | |
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $22k | 400.00 | 55.18 | |
| United Parcel Svcs CL B (UPS) | 0.0 | $22k | 200.00 | 107.50 | |
| United States Antimony (UAMY) | 0.0 | $22k | 3.0k | 7.26 | |
| Cogent Comm Holdings Com New (CCOI) | 0.0 | $21k | 1.5k | 13.88 | |
| Sherwin-Williams Company (SHW) | 0.0 | $21k | 60.00 | 344.32 | |
| Match Group (MTCH) | 0.0 | $20k | 525.00 | 38.05 | |
| Cadence Design Systems (CDNS) | 0.0 | $20k | 53.00 | 375.31 | |
| Church & Dwight (CHD) | 0.0 | $20k | 201.00 | 96.88 | |
| Quanta Services (PWR) | 0.0 | $19k | 26.00 | 720.04 | |
| Carlisle Companies (CSL) | 0.0 | $18k | 50.00 | 362.76 | |
| Nasdaq Omx (NDAQ) | 0.0 | $18k | 226.00 | 78.82 | |
| Dominion Resources (D) | 0.0 | $18k | 259.00 | 68.29 | |
| Servicenow (NOW) | 0.0 | $17k | 175.00 | 99.28 | |
| Ross Stores (ROST) | 0.0 | $17k | 79.00 | 212.85 | |
| Fortive (FTV) | 0.0 | $17k | 273.00 | 61.09 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $16k | 182.00 | 88.68 | |
| AutoZone (AZO) | 0.0 | $16k | 5.00 | 3196.00 | |
| Rocket Cos Com Cl A (RKT) | 0.0 | $16k | 1.0k | 15.75 | |
| Vitesse Energy Common Stock (VTS) | 0.0 | $15k | 936.00 | 15.77 | |
| Lithia Motors (LAD) | 0.0 | $15k | 50.00 | 290.50 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $14k | 223.00 | 64.75 | |
| Cardiff Oncology (CRDF) | 0.0 | $13k | 9.8k | 1.30 | |
| Ishares Us Power Infrast (POWR) | 0.0 | $13k | 450.00 | 27.96 | |
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.0 | $12k | 74.00 | 165.38 | |
| Wisdomtree Tr Quantum Computin (WQTM) | 0.0 | $12k | 323.00 | 37.81 | |
| Baker Hughes Company Cl A (BKR) | 0.0 | $12k | 214.00 | 55.50 | |
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $12k | 200.00 | 59.36 | |
| Boeing Company (BA) | 0.0 | $12k | 54.00 | 216.46 | |
| Tidal Trust Ii Yieldmax Tsla Op (TSLY) | 0.0 | $11k | 400.00 | 28.54 | |
| Cintas Corporation (CTAS) | 0.0 | $10k | 60.00 | 170.08 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $10k | 76.00 | 132.83 | |
| First Tr Exchange-traded Indxx Nextg Etf (NXTG) | 0.0 | $10k | 65.00 | 153.34 | |
| ResMed (RMD) | 0.0 | $9.7k | 50.00 | 194.88 | |
| Applied Digital Corp Com New (APLD) | 0.0 | $9.7k | 261.00 | 37.30 | |
| Copart (CPRT) | 0.0 | $9.5k | 336.00 | 28.19 | |
| Colgate-Palmolive Company (CL) | 0.0 | $9.2k | 100.00 | 91.68 | |
| Monster Beverage Corp (MNST) | 0.0 | $8.7k | 90.00 | 96.12 | |
| Paypal Holdings (PYPL) | 0.0 | $8.6k | 200.00 | 43.18 | |
| Medtronic SHS (MDT) | 0.0 | $7.8k | 100.00 | 78.23 | |
| Halliburton Company (HAL) | 0.0 | $7.5k | 221.00 | 33.95 | |
| BP Sponsored Adr (BP) | 0.0 | $7.4k | 200.00 | 36.95 | |
| Trane Technologies SHS (TT) | 0.0 | $7.4k | 15.00 | 491.13 | |
| PNC Financial Services (PNC) | 0.0 | $7.1k | 29.00 | 246.21 | |
| Ralliant Corp (RAL) | 0.0 | $6.7k | 91.00 | 73.63 | |
| Astera Labs (ALAB) | 0.0 | $6.3k | 13.00 | 483.00 | |
| Southwest Airlines (LUV) | 0.0 | $6.2k | 121.00 | 51.42 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $6.0k | 12.00 | 496.75 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $5.3k | 34.00 | 156.94 | |
| McKesson Corporation (MCK) | 0.0 | $5.3k | 7.00 | 755.57 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $5.3k | 24.00 | 219.42 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $4.8k | 13.00 | 365.69 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $4.6k | 19.00 | 243.00 | |
| Flex Ord (FLEX) | 0.0 | $4.4k | 27.00 | 162.07 | |
| CBOE Holdings (CBOE) | 0.0 | $3.9k | 16.00 | 242.69 | |
| Mettler-Toledo International (MTD) | 0.0 | $3.8k | 3.00 | 1277.67 | |
| Packaging Corporation of America (PKG) | 0.0 | $3.8k | 16.00 | 238.25 | |
| MetLife (MET) | 0.0 | $3.6k | 42.00 | 84.62 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $3.5k | 13.00 | 271.92 | |
| Waters Corporation (WAT) | 0.0 | $3.4k | 9.00 | 375.00 | |
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $3.3k | 10.00 | 334.80 | |
| Vontier Corporation (VNT) | 0.0 | $3.2k | 109.00 | 29.00 | |
| Applovin Corp Com Cl A (APP) | 0.0 | $3.1k | 6.00 | 515.17 | |
| Fermi (FRMI) | 0.0 | $3.1k | 337.00 | 9.16 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $3.0k | 17.00 | 177.47 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $2.9k | 86.00 | 34.00 | |
| Amphenol Corp Cl A (APH) | 0.0 | $2.8k | 16.00 | 176.31 | |
| Mp Materials Corp Com Cl A (MP) | 0.0 | $2.8k | 50.00 | 56.02 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $2.6k | 22.00 | 116.68 | |
| Arista Networks Com Shs (ANET) | 0.0 | $2.5k | 15.00 | 169.87 | |
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.0 | $2.4k | 30.00 | 79.40 | |
| Starboard Invt Tr Adaptive Alpha (AGOX) | 0.0 | $2.4k | 68.00 | 34.66 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $2.4k | 15.00 | 156.73 | |
| Micron Technology (MU) | 0.0 | $2.3k | 2.00 | 1154.50 | |
| Ferrari Nv Ord (RACE) | 0.0 | $2.2k | 6.00 | 372.33 | |
| Saia (SAIA) | 0.0 | $2.1k | 5.00 | 421.20 | |
| Texas Roadhouse (TXRH) | 0.0 | $1.9k | 10.00 | 193.20 | |
| Jfb Constr Hldgs Cl A (JFB) | 0.0 | $1.9k | 400.00 | 4.81 | |
| SYSCO Corporation (SYY) | 0.0 | $1.8k | 21.00 | 83.57 | |
| Axon Enterprise (AXON) | 0.0 | $1.7k | 3.00 | 560.67 | |
| Cardinal Health (CAH) | 0.0 | $1.7k | 7.00 | 237.57 | |
| Ralph Lauren Corp Cl A (RL) | 0.0 | $1.6k | 4.00 | 401.50 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $1.6k | 14.00 | 114.21 | |
| Eni Spa Sponsored Adr (E) | 0.0 | $1.6k | 34.00 | 46.85 | |
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.0 | $1.6k | 62.00 | 25.61 | |
| Reddit Cl A (RDDT) | 0.0 | $1.6k | 9.00 | 173.56 | |
| Franklin Templeton Etf Tr Senior Loan Etf (FLBL) | 0.0 | $1.5k | 66.00 | 22.92 | |
| Metropcs Communications (TMUS) | 0.0 | $1.5k | 9.00 | 167.78 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $1.5k | 21.00 | 71.62 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $1.3k | 100.00 | 13.28 | |
| Genmab A/s Sponsored Ads (GMAB) | 0.0 | $1.2k | 45.00 | 27.47 | |
| Celsius Hldgs Com New (CELH) | 0.0 | $1.2k | 41.00 | 29.27 | |
| Manhattan Associates (MANH) | 0.0 | $1.1k | 8.00 | 139.25 | |
| On Hldg Namen Akt A (ONON) | 0.0 | $1.1k | 31.00 | 35.42 | |
| Tractor Supply Company (TSCO) | 0.0 | $1.0k | 33.00 | 31.61 | |
| Trex Company (TREX) | 0.0 | $1.0k | 20.00 | 50.05 | |
| Intuit (INTU) | 0.0 | $783.000000 | 3.00 | 261.00 | |
| Lululemon Athletica (LULU) | 0.0 | $571.000000 | 5.00 | 114.20 | |
| Cigna Corp (CI) | 0.0 | $276.000000 | 1.00 | 276.00 | |
| Cava Group Ord (CAVA) | 0.0 | $234.999900 | 3.00 | 78.33 | |
| Brighthouse Finl (BHF) | 0.0 | $189.999900 | 3.00 | 63.33 |