|
Microsoft Corporation
(MSFT)
|
5.2 |
$11M |
|
24k |
483.62 |
|
Ge Aerospace Com New
(GE)
|
4.8 |
$10M |
|
34k |
308.03 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
4.7 |
$10M |
|
33k |
313.00 |
|
Brookfield Wealth Sol Cl A Exchangeab
(BNT)
|
3.2 |
$7.1M |
|
155k |
45.95 |
|
Meta Platforms Cl A
(META)
|
2.8 |
$6.2M |
|
9.4k |
660.09 |
|
Ge Vernova
(GEV)
|
2.8 |
$6.1M |
|
9.4k |
653.57 |
|
Apple
(AAPL)
|
2.5 |
$5.4M |
|
20k |
271.86 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
2.4 |
$5.4M |
|
17k |
313.80 |
|
JPMorgan Chase & Co.
(JPM)
|
2.4 |
$5.3M |
|
16k |
322.22 |
|
Stryker Corporation
(SYK)
|
2.3 |
$5.1M |
|
15k |
351.47 |
|
Boston Scientific Corporation
(BSX)
|
2.3 |
$5.0M |
|
53k |
95.35 |
|
Charles Schwab Corporation
(SCHW)
|
2.2 |
$4.9M |
|
49k |
99.91 |
|
Qualcomm
(QCOM)
|
2.2 |
$4.7M |
|
28k |
171.05 |
|
Jones Lang LaSalle Incorporated
(JLL)
|
2.1 |
$4.6M |
|
14k |
336.47 |
|
Applied Materials
(AMAT)
|
2.0 |
$4.4M |
|
17k |
256.99 |
|
Eaton Corp SHS
(ETN)
|
2.0 |
$4.4M |
|
14k |
318.51 |
|
Alibaba Group Hldg Sponsored Ads
(BABA)
|
1.7 |
$3.8M |
|
26k |
146.58 |
|
Abbott Laboratories
(ABT)
|
1.7 |
$3.8M |
|
30k |
125.29 |
|
Uber Technologies
(UBER)
|
1.7 |
$3.7M |
|
45k |
81.71 |
|
Danaher Corporation
(DHR)
|
1.6 |
$3.6M |
|
16k |
228.92 |
|
Boeing Company
(BA)
|
1.6 |
$3.5M |
|
16k |
217.12 |
|
Ge Healthcare Technologies I Common Stock
(GEHC)
|
1.5 |
$3.3M |
|
41k |
82.02 |
|
Marvell Technology
(MRVL)
|
1.5 |
$3.2M |
|
38k |
84.98 |
|
Sl Green Realty Corp
(SLG)
|
1.4 |
$3.1M |
|
68k |
45.87 |
|
Anthem
(ELV)
|
1.3 |
$2.9M |
|
8.2k |
350.55 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
1.2 |
$2.7M |
|
12k |
219.77 |
|
Brookfield Corp Cl A Ltd Vt Sh
(BN)
|
1.2 |
$2.6M |
|
57k |
45.89 |
|
L3harris Technologies
(LHX)
|
1.1 |
$2.5M |
|
8.5k |
293.57 |
|
Prologis
(PLD)
|
1.1 |
$2.4M |
|
19k |
127.66 |
|
Capital One Financial
(COF)
|
1.1 |
$2.4M |
|
9.9k |
242.36 |
|
CVS Caremark Corporation
(CVS)
|
1.1 |
$2.4M |
|
30k |
79.36 |
|
Amazon
(AMZN)
|
1.1 |
$2.3M |
|
10k |
230.82 |
|
Motorola Solutions Com New
(MSI)
|
1.0 |
$2.2M |
|
5.6k |
383.32 |
|
AeroVironment
(AVAV)
|
1.0 |
$2.1M |
|
8.9k |
241.89 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
0.9 |
$2.1M |
|
4.2k |
487.86 |
|
Waste Management
(WM)
|
0.9 |
$2.0M |
|
9.3k |
219.71 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.9 |
$2.0M |
|
4.0k |
502.65 |
|
Carlisle Companies
(CSL)
|
0.9 |
$2.0M |
|
6.3k |
319.86 |
|
Brookfield Business Corp Cl A Exc Sub Vtg
(BBUC)
|
0.9 |
$2.0M |
|
55k |
35.88 |
|
Brookfield Asset Managmt Cl A Lmt Vtg Shs
(BAM)
|
0.9 |
$1.9M |
|
37k |
52.39 |
|
Home Depot
(HD)
|
0.9 |
$1.9M |
|
5.5k |
344.10 |
|
Regal-beloit Corporation
(RRX)
|
0.8 |
$1.8M |
|
13k |
140.32 |
|
Pepsi
(PEP)
|
0.7 |
$1.5M |
|
10k |
143.52 |
|
Palo Alto Networks
(PANW)
|
0.7 |
$1.4M |
|
7.9k |
184.20 |
|
Morgan Stanley Com New
(MS)
|
0.6 |
$1.4M |
|
7.9k |
177.53 |
|
Union Pacific Corporation
(UNP)
|
0.6 |
$1.4M |
|
6.1k |
231.32 |
|
Intuitive Surgical Com New
(ISRG)
|
0.6 |
$1.3M |
|
2.4k |
566.36 |
|
Brookfield Infrast Partners Lp Int Unit
(BIP)
|
0.6 |
$1.3M |
|
38k |
34.74 |
|
NVIDIA Corporation
(NVDA)
|
0.6 |
$1.3M |
|
7.1k |
186.50 |
|
Fortive
(FTV)
|
0.6 |
$1.3M |
|
23k |
55.21 |
|
Vaneck Etf Trust Semiconductr Etf
(SMH)
|
0.6 |
$1.3M |
|
3.5k |
360.13 |
|
Invesco Exchange Traded Fd T S&p500 Quality
(SPHQ)
|
0.6 |
$1.2M |
|
16k |
75.05 |
|
Phreesia
(PHR)
|
0.6 |
$1.2M |
|
72k |
16.92 |
|
Broadcom
(AVGO)
|
0.5 |
$1.2M |
|
3.4k |
346.10 |
|
Crowdstrike Hldgs Cl A
(CRWD)
|
0.5 |
$1.1M |
|
2.5k |
468.76 |
|
Philip Morris International
(PM)
|
0.5 |
$1.1M |
|
7.0k |
160.40 |
|
Ishares Tr Rus 1000 Etf
(IWB)
|
0.5 |
$1.1M |
|
2.9k |
373.44 |
|
Asml Holding N V N Y Registry Shs
(ASML)
|
0.5 |
$1.0M |
|
980.00 |
1069.86 |
|
Brookfield Business Partners Unit Ltd L P
(BBU)
|
0.5 |
$1.0M |
|
30k |
35.20 |
|
Ishares Tr Expnd Tec Sc Etf
(IGM)
|
0.5 |
$997k |
|
7.7k |
129.16 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.4 |
$989k |
|
2.9k |
335.27 |
|
First Ctzns Bancshares Inc D Cl A
(FCNCA)
|
0.4 |
$938k |
|
437.00 |
2146.18 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
0.4 |
$936k |
|
1.4k |
684.94 |
|
Fidelity Covington Trust Blue Chip Grwth
(FBCG)
|
0.4 |
$932k |
|
17k |
54.84 |
|
Iac Com New
(IAC)
|
0.4 |
$917k |
|
24k |
39.10 |
|
Ventas
(VTR)
|
0.4 |
$915k |
|
12k |
77.38 |
|
Fidelity Covington Trust Msci Hlth Care I
(FHLC)
|
0.4 |
$907k |
|
12k |
74.28 |
|
Lam Research Corp Com New
(LRCX)
|
0.4 |
$873k |
|
5.1k |
171.18 |
|
Visa Com Cl A
(V)
|
0.4 |
$855k |
|
2.4k |
350.71 |
|
Nextera Energy
(NEE)
|
0.4 |
$846k |
|
11k |
80.28 |
|
Chart Industries
(GTLS)
|
0.4 |
$832k |
|
4.0k |
206.23 |
|
Figs Cl A
(FIGS)
|
0.4 |
$773k |
|
68k |
11.36 |
|
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.3 |
$755k |
|
1.00 |
754800.00 |
|
Paypal Holdings
(PYPL)
|
0.3 |
$745k |
|
13k |
58.38 |
|
Global X Fds Us Infr Dev Etf
(PAVE)
|
0.3 |
$715k |
|
15k |
47.79 |
|
Fidelity Covington Trust Msci Info Tech I
(FTEC)
|
0.3 |
$705k |
|
3.1k |
224.67 |
|
Fidelity Covington Trust High Divid Etf
(FDVV)
|
0.3 |
$660k |
|
12k |
56.69 |
|
Spdr Series Trust State Street Spd
(SPYG)
|
0.3 |
$638k |
|
6.0k |
106.70 |
|
Argenx Se Sponsored Adr
(ARGX)
|
0.3 |
$635k |
|
755.00 |
840.95 |
|
Schwab Strategic Tr Fundamental Us S
(FNDA)
|
0.3 |
$592k |
|
19k |
31.51 |
|
First Tr Exchange Traded Nasdq Cln Edge
(GRID)
|
0.3 |
$589k |
|
3.9k |
153.02 |
|
Enbridge
(ENB)
|
0.3 |
$586k |
|
12k |
47.83 |
|
Invesco Exchange Traded Fd T S&p Midcap 400
(GRPM)
|
0.3 |
$578k |
|
4.8k |
120.01 |
|
Ishares Tr Core Divid Etf
(DIVB)
|
0.3 |
$565k |
|
11k |
53.15 |
|
Astera Labs
(ALAB)
|
0.2 |
$526k |
|
3.2k |
166.36 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.2 |
$515k |
|
1.1k |
473.30 |
|
Lockheed Martin Corporation
(LMT)
|
0.2 |
$484k |
|
1.0k |
483.67 |
|
Roblox Corp Cl A
(RBLX)
|
0.2 |
$454k |
|
5.6k |
81.03 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.2 |
$422k |
|
673.00 |
627.13 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.2 |
$401k |
|
653.00 |
614.31 |
|
Air Products & Chemicals
(APD)
|
0.2 |
$393k |
|
1.6k |
247.02 |
|
Stoneco Com Cl A
(STNE)
|
0.2 |
$392k |
|
27k |
14.79 |
|
Ishares Tr Core Div Grwth
(DGRO)
|
0.2 |
$389k |
|
5.6k |
69.42 |
|
salesforce
(CRM)
|
0.2 |
$388k |
|
1.5k |
264.91 |
|
Automatic Data Processing
(ADP)
|
0.2 |
$379k |
|
1.5k |
257.23 |
|
Brookfield Infrastructure Com Sub Vtg A
(BIPC)
|
0.2 |
$339k |
|
7.5k |
45.40 |
|
XP Cl A
(XP)
|
0.2 |
$331k |
|
20k |
16.37 |
|
Goldman Sachs
(GS)
|
0.1 |
$317k |
|
361.00 |
879.00 |
|
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.1 |
$299k |
|
2.0k |
148.69 |
|
Zoetis Cl A
(ZTS)
|
0.1 |
$296k |
|
2.4k |
125.82 |
|
Raytheon Technologies Corp
(RTX)
|
0.1 |
$278k |
|
1.5k |
183.40 |
|
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.1 |
$276k |
|
3.1k |
88.49 |
|
Tri-Continental Corporation
(TY)
|
0.1 |
$271k |
|
8.3k |
32.66 |
|
Steel Dynamics
(STLD)
|
0.1 |
$263k |
|
1.6k |
169.45 |
|
Spdr Index Shs Fds Euro Stoxx 50
(FEZ)
|
0.1 |
$250k |
|
3.9k |
64.39 |
|
Procter & Gamble Company
(PG)
|
0.1 |
$246k |
|
1.7k |
143.31 |
|
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.1 |
$243k |
|
505.00 |
480.57 |
|
Verisk Analytics
(VRSK)
|
0.1 |
$240k |
|
1.1k |
223.69 |
|
Shell Spon Ads
(SHEL)
|
0.1 |
$239k |
|
3.3k |
73.48 |
|
Newmont Mining Corporation
(NEM)
|
0.1 |
$239k |
|
2.4k |
99.85 |
|
SLB Com Stk
(SLB)
|
0.1 |
$238k |
|
6.2k |
38.38 |
|
Fidelity Covington Trust Msci Finls Idx
(FNCL)
|
0.1 |
$231k |
|
3.0k |
77.74 |
|
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.1 |
$228k |
|
1.9k |
123.26 |
|
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.1 |
$222k |
|
1.1k |
210.34 |
|
McDonald's Corporation
(MCD)
|
0.1 |
$206k |
|
675.00 |
305.63 |