Texas Capital Bank Wealth Management Services

Texas Capital Bank Wealth Management Services as of Dec. 31, 2025

Portfolio Holdings for Texas Capital Bank Wealth Management Services

Texas Capital Bank Wealth Management Services holds 338 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 24.6 $427M 681k 627.13
NVIDIA Corporation (NVDA) 8.8 $152M 814k 186.50
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 5.8 $101M 2.0M 49.65
Ishares Tr Core Msci Eafe (IEFA) 3.7 $65M 724k 89.46
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.7 $47M 928k 50.29
Apple (AAPL) 2.6 $46M 169k 271.86
Ishares Core Msci Emkt (IEMG) 2.2 $38M 570k 67.22
Texas Capital Bancshares (TCBI) 1.8 $32M 349k 90.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $31M 46k 681.92
Microsoft Corporation (MSFT) 1.7 $29M 60k 483.61
Ishares Tr Core Us Aggbd Et (AGG) 1.5 $26M 261k 99.88
Ishares Tr Rus Mid Cap Etf (IWR) 1.4 $25M 259k 96.27
Ishares Tr Core S&p Mcp Etf (IJH) 1.4 $25M 373k 66.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $22M 346k 62.47
Vanguard Index Fds Large Cap Etf (VV) 1.2 $20M 64k 314.80
JPMorgan Chase & Co. (JPM) 1.2 $20M 62k 322.22
Lam Research Corp Com New (LRCX) 1.1 $19M 110k 171.18
Ishares Tr Rus 1000 Etf (IWB) 0.9 $16M 42k 373.44
Meta Platforms Cl A (META) 0.9 $16M 24k 660.13
Deere & Company (DE) 0.9 $15M 33k 465.57
Amazon (AMZN) 0.9 $15M 67k 230.82
Eli Lilly & Co. (LLY) 0.8 $15M 14k 1074.68
Kla Corp Com New (KLAC) 0.8 $14M 12k 1215.08
Vanguard World Mega Grwth Ind (MGK) 0.8 $14M 33k 412.77
Caterpillar (CAT) 0.8 $14M 24k 572.87
Amphenol Corp Cl A (APH) 0.8 $13M 99k 135.14
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $13M 111k 120.18
Morgan Stanley Com New (MS) 0.8 $13M 74k 177.53
Mastercard Incorporated Cl A (MA) 0.7 $12M 21k 570.88
Energy Transfer Com Ut Ltd Ptn (ET) 0.7 $12M 731k 16.49
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $12M 93k 123.26
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $11M 36k 290.22
Oracle Corporation (ORCL) 0.6 $10M 54k 194.91
TJX Companies (TJX) 0.6 $10M 66k 153.61
Costco Wholesale Corporation (COST) 0.5 $9.4M 11k 862.34
Exxon Mobil Corporation (XOM) 0.5 $9.4M 78k 120.34
Intuit (INTU) 0.5 $9.1M 14k 662.42
Alphabet Cap Stk Cl A (GOOGL) 0.5 $8.7M 28k 313.00
Home Depot (HD) 0.5 $8.6M 25k 344.10
Nextera Energy (NEE) 0.5 $8.3M 103k 80.28
Alphabet Cap Stk Cl C (GOOG) 0.4 $7.8M 25k 313.80
Trane Technologies SHS (TT) 0.4 $7.2M 19k 389.20
Danaher Corporation (DHR) 0.4 $7.1M 31k 228.92
Msci (MSCI) 0.4 $6.8M 12k 573.74
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $6.0M 40k 148.69
Vanguard World Mega Cap Val Etf (MGV) 0.3 $5.8M 41k 141.16
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.3 $5.6M 50k 111.80
Broadcom (AVGO) 0.3 $5.4M 16k 346.10
UnitedHealth (UNH) 0.3 $5.3M 16k 330.11
Advanced Micro Devices (AMD) 0.3 $5.2M 24k 214.16
Ares Capital Corporation (ARCC) 0.3 $4.9M 241k 20.23
Bank of America Corporation (BAC) 0.3 $4.5M 82k 55.00
Owl Rock Capital Corporation (OBDC) 0.2 $4.3M 343k 12.43
Palantir Technologies Cl A (PLTR) 0.2 $4.1M 23k 177.75
Chevron Corporation (CVX) 0.2 $4.1M 27k 152.41
Ishares Tr Msci Eafe Etf (EFA) 0.2 $4.0M 42k 96.03
Visa Com Cl A (V) 0.2 $3.9M 11k 350.71
Adobe Systems Incorporated (ADBE) 0.2 $3.9M 11k 349.99
Johnson & Johnson (JNJ) 0.2 $3.8M 18k 206.95
Starwood Property Trust (STWD) 0.2 $3.6M 200k 18.01
Ishares Tr Core Div Grwth (DGRO) 0.2 $3.5M 51k 69.42
Tesla Motors (TSLA) 0.2 $3.4M 7.6k 449.72
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $3.3M 5.4k 614.31
Sixth Street Specialty Lending (TSLX) 0.2 $3.3M 153k 21.72
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $3.2M 15k 219.78
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $3.1M 45k 69.67
Genesis Energy Unit Ltd Partn (GEL) 0.2 $3.1M 200k 15.60
Spdr Series Trust State Street Spd (SPIB) 0.2 $3.1M 91k 33.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $3.1M 6.1k 502.65
Arm Holdings Sponsored Ads (ARM) 0.2 $3.0M 28k 109.31
Flexshares Tr Qlt Div Def Idx (QDEF) 0.2 $2.9M 35k 80.96
Abbvie (ABBV) 0.2 $2.8M 12k 228.49
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $2.7M 5.7k 473.30
Procter & Gamble Company (PG) 0.2 $2.6M 18k 143.31
Ishares Tr Core S&p500 Etf (IVV) 0.1 $2.5M 3.7k 684.94
Citigroup Com New (C) 0.1 $2.5M 21k 116.69
Intel Corporation (INTC) 0.1 $2.5M 68k 36.90
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $2.5M 90k 27.43
Ishares Tr Core High Dv Etf (HDV) 0.1 $2.5M 20k 121.61
Verizon Communications (VZ) 0.1 $2.5M 60k 40.73
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.1 $2.3M 160k 14.36
Highpeak Energy (HPK) 0.1 $2.3M 476k 4.74
American Express Company (AXP) 0.1 $2.1M 5.7k 369.95
Cisco Systems (CSCO) 0.1 $2.1M 27k 77.03
Ishares Tr National Mun Etf (MUB) 0.1 $2.1M 20k 107.11
Tidal Trust Iii Fundstrat Granny (GRNI) 0.1 $2.1M 103k 20.28
Oaktree Specialty Lending Corp (OCSL) 0.1 $2.1M 162k 12.74
Abbott Laboratories (ABT) 0.1 $2.1M 16k 125.29
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $2.0M 11k 191.56
McDonald's Corporation (MCD) 0.1 $2.0M 6.5k 305.63
ConocoPhillips (COP) 0.1 $2.0M 21k 93.61
Equifax (EFX) 0.1 $1.9M 8.7k 216.98
Merck & Co (MRK) 0.1 $1.9M 18k 105.26
Comstock Resources (CRK) 0.1 $1.8M 78k 23.18
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.8M 5.3k 335.27
Raytheon Technologies Corp 0.1 $1.8M 9.7k 183.40
Pepsi (PEP) 0.1 $1.7M 12k 143.52
Ford Motor Company (F) 0.1 $1.6M 125k 13.12
Texas Instruments Incorporated (TXN) 0.1 $1.6M 9.4k 173.49
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $1.6M 6.4k 252.92
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $1.6M 34k 46.80
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $1.6M 37k 42.94
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.5M 2.00 754800.00
Emerson Electric (EMR) 0.1 $1.5M 11k 132.72
Honeywell International (HON) 0.1 $1.5M 7.7k 195.09
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.5M 2.5k 603.28
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.5M 6.0k 246.16
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.5M 10k 143.52
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.5M 4.8k 303.89
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.4M 6.8k 210.34
Nike CL B (NKE) 0.1 $1.4M 22k 63.71
PNC Financial Services (PNC) 0.1 $1.3M 6.4k 208.73
Caci Intl Cl A (CACI) 0.1 $1.3M 2.5k 532.81
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $1.3M 10k 132.37
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $1.3M 9.8k 131.59
Enterprise Products Partners (EPD) 0.1 $1.3M 40k 32.06
Chubb (CB) 0.1 $1.3M 4.1k 312.12
Zoetis Cl A (ZTS) 0.1 $1.3M 10k 125.82
Analog Devices (ADI) 0.1 $1.2M 4.5k 271.20
Netflix (NFLX) 0.1 $1.2M 13k 93.76
Stellar Bancorp Ord (STEL) 0.1 $1.2M 39k 30.94
Palo Alto Networks (PANW) 0.1 $1.2M 6.4k 184.20
Wal-Mart Stores (WMT) 0.1 $1.2M 11k 111.41
Texas Capital Funds Trust Govt Money Mkt (MMKT) 0.1 $1.2M 12k 100.22
Dillards Cl A (DDS) 0.1 $1.2M 1.9k 606.34
Duke Energy Corp Com New (DUK) 0.1 $1.1M 9.7k 117.21
Amgen (AMGN) 0.1 $1.1M 3.5k 327.31
Texas Capital Funds Trust Texas Cap Tex Eq (TXS) 0.1 $1.1M 32k 35.55
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.1M 6.5k 167.94
Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $1.1M 22k 50.32
Agilent Technologies Inc C ommon (A) 0.1 $1.1M 7.9k 136.07
Walt Disney Company (DIS) 0.1 $1.0M 9.1k 113.77
Digi Pwr X Com Sub Vtg (DGXX) 0.1 $1.0M 405k 2.55
Huntington Bancshares Incorporated (HBAN) 0.1 $1.0M 59k 17.35
Lowe's Companies (LOW) 0.1 $1.0M 4.2k 241.16
Waste Management (WM) 0.1 $1.0M 4.6k 219.71
Schwab Strategic Tr High Yield Bd Et (SCYB) 0.1 $991k 38k 26.42
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $971k 6.0k 160.98
Accenture Plc Ireland Shs Class A (ACN) 0.1 $955k 3.6k 268.30
Circle Internet Group Com Cl A (CRCL) 0.1 $953k 12k 79.30
Ecolab (ECL) 0.1 $951k 3.6k 262.52
Atlas Energy Solutions Com New (AESI) 0.1 $942k 100k 9.42
Echostar Corp Cl A (SATS) 0.1 $913k 8.4k 108.70
Qualcomm (QCOM) 0.1 $907k 5.3k 171.04
PennantPark Investment (PNNT) 0.1 $906k 152k 5.96
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $881k 8.8k 100.38
Thermo Fisher Scientific (TMO) 0.1 $870k 1.5k 579.45
salesforce (CRM) 0.1 $869k 3.3k 264.91
Imperial Oil Com New (IMO) 0.0 $863k 10k 86.31
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $854k 30k 28.48
Gilead Sciences (GILD) 0.0 $852k 6.9k 122.76
Keysight Technologies (KEYS) 0.0 $843k 4.2k 203.19
Ge Aerospace Com New (GE) 0.0 $839k 2.7k 308.03
Spdr Series Trust State Street Spd (SPYV) 0.0 $830k 15k 56.81
Marsh & McLennan Companies 0.0 $826k 4.5k 185.52
Stryker Corporation (SYK) 0.0 $825k 2.3k 351.48
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $820k 3.9k 212.07
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $787k 29k 26.91
Coca-Cola Company (KO) 0.0 $786k 11k 69.91
L3harris Technologies (LHX) 0.0 $786k 2.7k 293.57
Parker-Hannifin Corporation (PH) 0.0 $785k 893.00 878.96
Vanguard World Inf Tech Etf (VGT) 0.0 $780k 1.0k 753.78
Independence Realty Trust In (IRT) 0.0 $776k 44k 17.48
Truist Financial Corp equities (TFC) 0.0 $771k 16k 49.21
Kroger (KR) 0.0 $768k 12k 62.48
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $764k 9.7k 78.81
Wells Fargo & Company (WFC) 0.0 $759k 8.1k 93.20
Union Pacific Corporation (UNP) 0.0 $740k 3.2k 231.32
AFLAC Incorporated (AFL) 0.0 $739k 6.7k 110.27
Spotify Technology S A SHS (SPOT) 0.0 $737k 1.3k 580.67
Vanguard Index Fds Value Etf (VTV) 0.0 $717k 3.8k 190.99
Ishares Ethereum Tr SHS (ETHA) 0.0 $709k 32k 22.42
Blackstone Group Inc Com Cl A (BX) 0.0 $700k 4.5k 154.14
USA Rare Earth Inc A (USAR) 0.0 $696k 59k 11.90
Blackrock (BLK) 0.0 $696k 650.00 1070.34
Spdr Gold Tr Gold Shs (GLD) 0.0 $683k 1.7k 396.31
Iren Ordinary Shares (IREN) 0.0 $667k 18k 37.77
Tidal Trust Ii Yieldmax Ultra O (ULTY) 0.0 $656k 18k 37.33
Pfizer (PFE) 0.0 $651k 26k 24.90
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.0 $635k 13k 49.84
Boeing Company (BA) 0.0 $602k 2.8k 217.12
Servicenow (NOW) 0.0 $602k 3.9k 153.19
Southstate Bk Corp 0.0 $590k 6.3k 94.11
Actuate Therapeutics (ACTU) 0.0 $579k 95k 6.12
CSX Corporation (CSX) 0.0 $579k 16k 36.25
Arthur J. Gallagher & Co. (AJG) 0.0 $575k 2.2k 258.79
Phillips 66 (PSX) 0.0 $571k 4.4k 129.04
Paychex (PAYX) 0.0 $567k 5.1k 112.18
Williams Companies (WMB) 0.0 $558k 9.3k 60.11
Automatic Data Processing (ADP) 0.0 $551k 2.1k 257.23
General Dynamics Corporation (GD) 0.0 $547k 1.6k 336.66
American Electric Power Company (AEP) 0.0 $547k 4.7k 115.31
Eaton Corp SHS (ETN) 0.0 $536k 1.7k 318.51
Us Bancorp Del Com New (USB) 0.0 $533k 10k 53.36
First Tr Exchange-traded No Amer Energy (EMLP) 0.0 $531k 14k 37.87
Travelers Companies 0.0 $527k 1.8k 290.06
International Business Machines (IBM) 0.0 $518k 1.7k 296.21
Capital One Financial (COF) 0.0 $509k 2.1k 242.36
Starbucks Corporation (SBUX) 0.0 $505k 6.0k 84.21
Etf Ser Solutions Defiance Quantum (QTUM) 0.0 $499k 4.6k 109.66
Sherwin-Williams Company (SHW) 0.0 $499k 1.5k 324.03
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $496k 5.1k 96.88
Ge Vernova (GEV) 0.0 $490k 750.00 653.57
Oklo Com Cl A (OKLO) 0.0 $488k 6.8k 71.76
Ishares Tr Broad Usd High (USHY) 0.0 $488k 13k 37.40
Rockwell Automation (ROK) 0.0 $476k 1.2k 389.07
Microchip Technology (MCHP) 0.0 $470k 7.4k 63.72
Essex Property Trust (ESS) 0.0 $467k 1.8k 261.68
Southern Company (SO) 0.0 $467k 5.4k 87.20
Tutor Perini Corporation (TPC) 0.0 $465k 6.9k 67.02
Cipher Mining (CIFR) 0.0 $461k 31k 14.76
Nuveen Insd Dividend Advantage (NVG) 0.0 $454k 36k 12.66
Cadence Design Systems (CDNS) 0.0 $447k 1.4k 312.58
Shell Spon Ads (SHEL) 0.0 $434k 5.9k 73.48
Genuine Parts Company (GPC) 0.0 $431k 3.5k 122.96
Bank of New York Mellon Corporation (BK) 0.0 $413k 3.6k 116.09
Schwab Strategic Tr Internl Divid (SCHY) 0.0 $411k 14k 29.82
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $411k 3.0k 136.94
Cigna Corp (CI) 0.0 $411k 1.5k 275.23
Garmin SHS (GRMN) 0.0 $407k 2.0k 202.85
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $405k 12k 32.62
Old Republic International Corporation (ORI) 0.0 $404k 8.8k 45.64
Mondelez Intl Cl A (MDLZ) 0.0 $398k 7.4k 53.83
Kkr & Co (KKR) 0.0 $394k 3.1k 127.48
Hp (HPQ) 0.0 $393k 18k 22.28
Flexshares Tr Mornstar Upstr (GUNR) 0.0 $381k 8.3k 45.85
Vertiv Holdings Com Cl A (VRT) 0.0 $376k 2.3k 162.01
Dover Corporation (DOV) 0.0 $366k 1.9k 195.24
AvalonBay Communities (AVB) 0.0 $365k 2.0k 181.31
Prologis (PLD) 0.0 $362k 2.8k 127.66
Broadridge Financial Solutions (BR) 0.0 $361k 1.6k 223.17
Corteva (CTVA) 0.0 $352k 5.2k 67.03
Proshares Tr Ultra Fncls New (UYG) 0.0 $351k 3.8k 91.78
Tcg Bdc (CGBD) 0.0 $351k 28k 12.49
Ameriprise Financial (AMP) 0.0 $346k 706.00 490.34
Motorola Solutions Com New (MSI) 0.0 $345k 901.00 383.32
Teledyne Technologies Incorporated (TDY) 0.0 $342k 670.00 510.73
Strategy Cl A New (MSTR) 0.0 $342k 2.2k 151.95
Public Storage (PSA) 0.0 $339k 1.3k 259.50
Uber Technologies (UBER) 0.0 $338k 4.1k 81.71
Intercontinental Exchange (ICE) 0.0 $336k 2.1k 161.96
American Tower Reit (AMT) 0.0 $336k 1.9k 175.57
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $336k 7.2k 46.92
Raymond James Financial (RJF) 0.0 $331k 2.1k 160.59
Ishares Tr S&p 100 Etf (OEF) 0.0 $328k 956.00 342.97
Martin Marietta Materials (MLM) 0.0 $328k 526.00 622.66
Vanguard Index Fds Growth Etf (VUG) 0.0 $327k 671.00 487.86
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $326k 4.3k 75.44
Xylem (XYL) 0.0 $325k 2.4k 136.18
Trinity Cap (TRIN) 0.0 $323k 22k 14.65
Snap-on Incorporated (SNA) 0.0 $321k 930.00 344.60
Astrazeneca Sponsored Adr 0.0 $314k 3.4k 91.93
Suncor Energy (SU) 0.0 $311k 7.0k 44.37
Select Sector Spdr Tr State Street Uti (XLU) 0.0 $308k 7.2k 42.69
Northrop Grumman Corporation (NOC) 0.0 $307k 539.00 570.21
Illinois Tool Works (ITW) 0.0 $306k 1.2k 246.30
Pulte (PHM) 0.0 $305k 2.6k 117.26
Rein Therapeutics Com New (RNTX) 0.0 $304k 262k 1.16
Spdr Series Trust State Street Spd (SDY) 0.0 $304k 2.2k 139.16
Devon Energy Corporation (DVN) 0.0 $297k 8.1k 36.63
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $296k 7.5k 39.45
Select Sector Spdr Tr State Street Mat (XLB) 0.0 $288k 6.4k 45.35
Lennar Corp Cl A (LEN) 0.0 $288k 2.8k 102.80
Ishares Tr Us Sml Cap Eqt (SMLF) 0.0 $284k 3.8k 74.88
Allstate Corporation (ALL) 0.0 $282k 1.4k 208.15
Vanguard Index Fds Small Cp Etf (VB) 0.0 $280k 1.1k 257.95
Lpl Financial Holdings (LPLA) 0.0 $279k 781.00 357.17
Bristol Myers Squibb (BMY) 0.0 $276k 5.1k 53.95
Evergy (EVRG) 0.0 $274k 3.8k 72.49
Open Lending Corp (LPRO) 0.0 $272k 176k 1.55
Yum! Brands (YUM) 0.0 $272k 1.8k 151.28
Altria (MO) 0.0 $271k 4.7k 57.66
American Intl Group Com New (AIG) 0.0 $269k 3.1k 85.55
Qnity Electronics Common Stock (Q) 0.0 $265k 3.2k 81.65
Colgate-Palmolive Company (CL) 0.0 $262k 3.3k 79.02
Dupont De Nemours (DD) 0.0 $260k 6.5k 40.20
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $260k 2.9k 90.00
Dominion Resources (D) 0.0 $259k 4.4k 58.59
Boston Scientific Corporation (BSX) 0.0 $259k 2.7k 95.35
S&p Global (SPGI) 0.0 $255k 487.00 522.59
TransDigm Group Incorporated (TDG) 0.0 $251k 189.00 1329.85
Unilever Spon Adr New (UL) 0.0 $251k 3.8k 65.41
Novo-nordisk A S Adr (NVO) 0.0 $250k 4.9k 50.88
Progressive Corporation (PGR) 0.0 $250k 1.1k 227.72
Cullen/Frost Bankers (CFR) 0.0 $249k 2.0k 126.63
Blackstone Secd Lending Common Stock (BXSL) 0.0 $247k 9.4k 26.33
Sony Group Corp Sponsored Adr (SONY) 0.0 $247k 9.6k 25.60
Asml Holding N V N Y Registry Shs (ASML) 0.0 $245k 229.00 1069.87
Regeneron Pharmaceuticals (REGN) 0.0 $245k 317.00 771.87
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $245k 2.8k 88.49
Ubs Group SHS (UBS) 0.0 $245k 5.3k 46.31
Corning Incorporated (GLW) 0.0 $244k 2.8k 87.56
Crowdstrike Hldgs Cl A (CRWD) 0.0 $241k 515.00 468.76
Williams-Sonoma (WSM) 0.0 $237k 1.3k 178.59
Cognizant Technology Solutio Cl A (CTSH) 0.0 $235k 2.8k 83.00
Paccar (PCAR) 0.0 $232k 2.1k 109.51
Atmos Energy Corporation (ATO) 0.0 $231k 1.4k 167.63
Intuitive Surgical Com New (ISRG) 0.0 $229k 404.00 566.36
At&t (T) 0.0 $228k 9.2k 24.84
Shake Shack Cl A (SHAK) 0.0 $227k 2.8k 81.17
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $227k 3.1k 73.56
American Water Works (AWK) 0.0 $224k 1.7k 130.50
Hilton Worldwide Holdings (HLT) 0.0 $223k 776.00 287.25
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $221k 3.3k 67.43
Cme (CME) 0.0 $220k 806.00 273.08
Atlantic Union B (AUB) 0.0 $219k 6.2k 35.30
Trimble Navigation (TRMB) 0.0 $218k 2.8k 78.35
Airbnb Com Cl A (ABNB) 0.0 $217k 1.6k 135.73
Lockheed Martin Corporation (LMT) 0.0 $216k 447.00 483.67
O'reilly Automotive (ORLY) 0.0 $215k 2.4k 91.21
Arista Networks Com Shs (ANET) 0.0 $213k 1.6k 131.03
Flexshares Tr Stoxx Globr Inf (NFRA) 0.0 $210k 3.5k 60.51
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 0.0 $209k 4.0k 51.75
Halliburton Company (HAL) 0.0 $207k 7.3k 28.26
Ishares Tr Core Univrsl Usd (IUSB) 0.0 $207k 4.5k 46.54
Comcast Corp Cl A (CMCSA) 0.0 $206k 6.9k 29.89
Kimberly-Clark Corporation (KMB) 0.0 $205k 2.0k 100.89
Ishares Msci Emrg Chn (EMXC) 0.0 $204k 2.8k 72.68
Toyota Motor Corp Ads (TM) 0.0 $203k 946.00 214.06
Verisk Analytics (VRSK) 0.0 $202k 904.00 223.69
Hershey Company (HSY) 0.0 $202k 1.1k 181.98
Arcosa (ACA) 0.0 $202k 1.9k 106.32
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $191k 12k 15.86
Global Net Lease Com New (GNL) 0.0 $187k 22k 8.60
Cognition Therapeutics (CGTX) 0.0 $166k 123k 1.35
Ocuphire Pharma (IRD) 0.0 $157k 78k 2.01
Cue Biopharma (CUE) 0.0 $135k 441k 0.31
Cypherpunk Technologies Com New (CYPH) 0.0 $121k 104k 1.16
Talos Energy (TALO) 0.0 $110k 10k 11.02
Zeo Energy Corp Cl A (ZEO) 0.0 $77k 71k 1.09
Fossil (FOSL) 0.0 $66k 18k 3.76
Southland Hldgs (SLND) 0.0 $65k 19k 3.32
In8bio Com New (INAB) 0.0 $56k 24k 2.34
Ambev Sa Sponsored Adr (ABEV) 0.0 $38k 16k 2.47
Heartbeam (BEAT) 0.0 $24k 10k 2.40
Sow Good (SOWG) 0.0 $15k 43k 0.34
Nuburu Com New (BURU) 0.0 $10k 65k 0.16
Cytosorbents Corp Com New (CTSO) 0.0 $7.0k 11k 0.64