Transcend Wealth Collective

Transcend Capital Advisors as of March 31, 2025

Portfolio Holdings for Transcend Capital Advisors

Transcend Capital Advisors holds 599 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 7.4 $103M 464k 222.13
Blue Owl Capital Corporation Cef (OBDC) 2.7 $38M 2.6M 14.66
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.6 $36M 68k 532.58
Microsoft Corp Stock (MSFT) 2.6 $36M 96k 375.39
Fs Kkr Cap Corp Cef (FSK) 2.1 $30M 1.4M 20.95
Blue Owl Capital Inc Com Cl A Stock (OWL) 2.0 $28M 1.4M 20.04
Merck & Co Stock (MRK) 1.8 $25M 275k 89.76
Amazon Stock (AMZN) 1.4 $20M 102k 190.26
Spdr S&p 500 Etf Trust Etf (SPY) 1.4 $19M 34k 559.39
Nvidia Corporation Stock (NVDA) 1.3 $18M 162k 108.38
Invesco Qqq Trust Series I Etf (QQQ) 1.2 $17M 37k 468.92
Jpmorgan Chase & Co Stock (JPM) 1.2 $17M 69k 245.30
International Business Machs Stock (IBM) 1.2 $16M 66k 248.66
Vanguard High Dividend Yield Index Etf Etf (VYM) 1.1 $16M 124k 128.96
Eli Lilly & Co Stock (LLY) 1.1 $15M 18k 825.92
S&p Global Stock (SPGI) 1.0 $14M 28k 508.11
Vanguard Dividend Appreciation Etf Etf (VIG) 0.9 $12M 63k 193.99
Blackrock Tcp Capital Corp Cef (TCPC) 0.8 $12M 1.5M 8.01
Meta Platforms Inc Cl A Stock (META) 0.8 $11M 20k 576.35
Visa Inc Com Cl A Stock (V) 0.8 $11M 32k 350.46
Exxon Mobil Corp Stock (XOM) 0.8 $11M 94k 118.93
Vanguard Value Etf Etf (VTV) 0.8 $11M 64k 172.74
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.8 $11M 138k 80.37
Ishares Core S&p 500 Etf Etf (IVV) 0.8 $11M 19k 561.91
Broadcom Stock (AVGO) 0.8 $11M 65k 167.43
Home Depot Stock (HD) 0.8 $11M 29k 366.49
Financial Select Sector Spdr Fund Etf (XLF) 0.7 $10M 202k 49.81
Johnson & Johnson Stock (JNJ) 0.7 $9.9M 60k 165.84
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.7 $9.8M 63k 154.64
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.7 $9.6M 12.00 798441.58
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.7 $9.6M 61k 156.23
Technology Select Sector Spdr Fund Etf (XLK) 0.7 $9.4M 45k 206.48
Abbvie Stock (ABBV) 0.6 $8.8M 42k 209.52
Vanguard Large-cap Etf Etf (VV) 0.6 $8.7M 34k 257.03
Blackstone Secd Lending Cef (BXSL) 0.6 $8.2M 255k 32.36
Vanguard Total Stock Market Etf Etf (VTI) 0.6 $8.2M 30k 274.84
Automatic Data Processing Stock (ADP) 0.6 $8.2M 27k 305.53
Blackstone Stock (BX) 0.6 $7.9M 56k 139.78
Spdr Gold Shares Etf (GLD) 0.6 $7.8M 121k 64.41
Health Care Select Sector Spdr Fund Etf (XLV) 0.5 $7.5M 52k 146.01
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.5 $7.5M 74k 102.18
Vanguard S&p 500 Etf Etf (VOO) 0.5 $6.9M 13k 513.91
Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.5 $6.6M 225k 29.24
Blackstone Strategic Cred 2027 Com Shs Ben In Cef (BGB) 0.5 $6.5M 537k 12.08
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS) 0.5 $6.4M 142k 45.20
Bristol-myers Squibb Stock (BMY) 0.4 $6.2M 101k 60.99
Vanguard Ftse Pacific Etf Etf (VPL) 0.4 $5.9M 82k 72.46
Energy Select Sector Spdr Fund Etf (XLE) 0.4 $5.7M 61k 93.45
Sprott Physical Gold Tr Unit Cef (PHYS) 0.4 $5.7M 236k 24.06
Agnc Invt Corp Reit (AGNC) 0.4 $5.6M 586k 9.58
Procter And Gamble Stock (PG) 0.4 $5.5M 32k 170.42
Medtronic Stock (MDT) 0.4 $5.4M 60k 89.86
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.4 $5.4M 89k 60.66
Harbor Dividend Growth Leaders Etf Etf (GDIV) 0.4 $5.3M 367k 14.56
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.4 $5.3M 31k 173.23
Oracle Corp Stock (ORCL) 0.4 $5.3M 38k 139.81
Communication Services Select Sector Spdr Fund Etf (XLC) 0.4 $5.2M 54k 96.45
Ishares Core Msci Eafe Etf Etf (IEFA) 0.4 $5.1M 68k 75.65
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.4 $5.1M 43k 118.14
Tesla Stock (TSLA) 0.4 $4.9M 19k 259.16
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI) 0.3 $4.9M 219k 22.25
Marsh & Mclennan Cos Stock (MMC) 0.3 $4.8M 20k 244.03
Pepsico Stock (PEP) 0.3 $4.7M 31k 149.94
New Mtn Fin Corp Cef (NMFC) 0.3 $4.7M 424k 11.03
Spdr S&p Dividend Etf Etf (SDY) 0.3 $4.6M 34k 135.68
Chevron Corp Stock (CVX) 0.3 $4.6M 28k 167.29
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF) 0.3 $4.5M 191k 23.37
Mcdonalds Corp Stock (MCD) 0.3 $4.4M 14k 312.38
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.3 $4.4M 56k 78.94
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.3 $4.4M 133k 32.99
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.3 $4.4M 75k 58.35
Honeywell Intl Stock (HON) 0.3 $4.3M 20k 211.75
Stryker Corporation Stock (SYK) 0.3 $4.2M 11k 372.26
Cencora Stock (COR) 0.3 $4.2M 15k 278.09
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.3 $4.1M 21k 197.46
Kinder Morgan Inc Del Stock (KMI) 0.3 $4.0M 141k 28.53
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.3 $4.0M 101k 39.69
Mastercard Incorporated Cl A Stock (MA) 0.3 $3.9M 7.2k 548.09
Spdr S&p Biotech Etf Etf (XBI) 0.3 $3.9M 49k 81.10
Church & Dwight Stock (CHD) 0.3 $3.9M 35k 110.09
Astrazeneca Adr (AZN) 0.3 $3.9M 53k 73.50
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.3 $3.9M 59k 65.76
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.3 $3.8M 70k 55.09
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.3 $3.8M 37k 103.75
Disney Walt Stock (DIS) 0.3 $3.8M 38k 98.70
Walmart Stock (WMT) 0.3 $3.8M 43k 87.79
Vanguard Growth Etf Etf (VUG) 0.3 $3.8M 10k 370.81
Ishares U.s. Medical Devices Etf Etf (IHI) 0.3 $3.8M 63k 60.19
Ishares Bitcoin Trust Etf Etf (IBIT) 0.3 $3.7M 80k 46.81
Invesco S&p 500 Top 50 Etf Etf (XLG) 0.3 $3.7M 81k 46.02
Tjx Cos Stock (TJX) 0.3 $3.7M 30k 121.80
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.3 $3.6M 45k 81.67
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.3 $3.6M 23k 161.27
Harbor Long-term Growers Etf Etf (WINN) 0.3 $3.6M 148k 24.50
Thermo Fisher Scientific Stock (TMO) 0.3 $3.6M 7.2k 497.63
Accenture Plc Ireland Shs Class A Stock (ACN) 0.3 $3.6M 12k 312.03
Ishares S&p 500 Growth Etf Etf (IVW) 0.3 $3.6M 38k 92.83
Eaton Corp Stock (ETN) 0.3 $3.5M 13k 271.83
Wells Fargo Stock (WFC) 0.2 $3.5M 49k 71.79
Vanguard Information Technology Etf Etf (VGT) 0.2 $3.4M 6.3k 542.40
Union Pac Corp Stock (UNP) 0.2 $3.3M 14k 236.24
Netflix Stock (NFLX) 0.2 $3.2M 3.5k 932.58
Ishares Core S&p Small Cap Etf Etf (IJR) 0.2 $3.2M 31k 104.57
Texas Instrs Stock (TXN) 0.2 $3.2M 18k 179.70
Blackrock Stock (BLK) 0.2 $3.2M 3.3k 946.37
Pfizer Stock (PFE) 0.2 $3.1M 124k 25.34
Intercontinental Exchange Stock (ICE) 0.2 $3.1M 18k 172.50
Broadridge Finl Solutions Stock (BR) 0.2 $3.1M 13k 242.46
Ishares Semiconductor Etf Etf (SOXX) 0.2 $3.1M 16k 188.17
Rtx Corporation Stock (RTX) 0.2 $3.1M 23k 132.46
Nextera Energy Stock (NEE) 0.2 $3.0M 43k 70.89
Cisco Sys Stock (CSCO) 0.2 $3.0M 49k 61.71
Dimensional Us High Profitability Etf Etf (DUHP) 0.2 $3.0M 91k 33.14
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.2 $3.0M 17k 170.89
Amicus Therapeutics Stock (FOLD) 0.2 $3.0M 364k 8.16
Costco Whsl Corp Stock (COST) 0.2 $3.0M 3.1k 945.91
Bank America Corp Stock (BAC) 0.2 $2.9M 69k 41.73
General Mtrs Stock (GM) 0.2 $2.9M 61k 47.03
Comcast Corp New Cl A Stock (CMCSA) 0.2 $2.8M 77k 36.90
Morgan Stanley Stock (MS) 0.2 $2.8M 24k 116.67
Vanguard Small-cap Etf Etf (VB) 0.2 $2.8M 13k 221.75
Sherwin Williams Stock (SHW) 0.2 $2.7M 7.8k 349.21
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.2 $2.7M 55k 49.62
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.2 $2.7M 6.4k 419.86
Danaher Corporation Stock (DHR) 0.2 $2.7M 13k 205.00
Ishares Select Dividend Etf Etf (DVY) 0.2 $2.6M 19k 134.29
Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.2 $2.6M 30k 87.17
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.2 $2.6M 56k 46.08
Moodys Corp Stock (MCO) 0.2 $2.6M 5.5k 465.66
Vanguard Mid-cap Etf Etf (VO) 0.2 $2.5M 9.8k 258.62
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.2 $2.5M 47k 53.97
American Elec Pwr Stock (AEP) 0.2 $2.5M 23k 109.27
Te Connectivity Plc Ord Stock (TEL) 0.2 $2.5M 17k 141.32
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) 0.2 $2.4M 50k 48.76
American Tower Corp Reit (AMT) 0.2 $2.4M 11k 217.60
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.2 $2.4M 27k 91.03
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.2 $2.4M 27k 88.99
Alerian Mlp Etf Etf (AMLP) 0.2 $2.4M 46k 51.94
Grainger W W Stock (GWW) 0.2 $2.4M 2.4k 987.68
Fiserv Stock (FI) 0.2 $2.4M 11k 220.83
Coca Cola Stock (KO) 0.2 $2.4M 33k 71.62
Amgen Stock (AMGN) 0.2 $2.3M 7.5k 311.56
Ppg Inds Stock (PPG) 0.2 $2.3M 21k 109.35
Capital One Finl Corp Stock (COF) 0.2 $2.3M 13k 179.30
Ishares Russell 1000 Growth Etf Etf (IWF) 0.2 $2.3M 6.4k 361.10
General Dynamics Corp Stock (GD) 0.2 $2.3M 8.4k 272.58
Williams Cos Stock (WMB) 0.2 $2.3M 38k 59.76
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.2 $2.3M 44k 51.78
Ge Aerospace Stock (GE) 0.2 $2.2M 11k 200.15
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.2 $2.2M 39k 57.14
D R Horton Stock (DHI) 0.2 $2.2M 17k 127.13
Ishares Core High Dividend Etf Etf (HDV) 0.2 $2.2M 18k 121.12
Ishares Msci Eafe Etf Etf (EFA) 0.2 $2.2M 27k 81.73
Vanguard Financials Etf Etf (VFH) 0.2 $2.2M 18k 119.47
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.2 $2.1M 17k 127.08
Korn Ferry Stock (KFY) 0.2 $2.1M 31k 67.83
Rollins Stock (ROL) 0.2 $2.1M 39k 54.03
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.1 $2.1M 25k 81.76
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.1 $2.1M 17k 121.91
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.1 $2.0M 21k 95.37
Unitedhealth Group Stock (UNH) 0.1 $2.0M 3.9k 523.82
Nike Inc Cl B Stock (NKE) 0.1 $2.0M 31k 63.48
Zoom Communications Inc Cl A Stock (ZM) 0.1 $2.0M 27k 73.77
Verizon Communications Stock (VZ) 0.1 $2.0M 43k 45.36
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $1.9M 105k 18.59
Pimco Dynamic Income Strategy Com Shs Ben Int Cef (PDX) 0.1 $1.9M 79k 24.54
Agree Rlty Corp Reit (ADC) 0.1 $1.9M 25k 77.19
Penske Automotive Grp Stock (PAG) 0.1 $1.9M 13k 143.98
Centene Corp Del Stock (CNC) 0.1 $1.8M 30k 60.71
Qualcomm Stock (QCOM) 0.1 $1.8M 12k 153.62
3M Stock (MMM) 0.1 $1.8M 12k 146.86
Invesco S&p 500 Garp Etf Etf (SPGP) 0.1 $1.8M 18k 99.88
Palo Alto Networks Stock (PANW) 0.1 $1.8M 11k 170.64
Ishares S&p 500 Value Etf Etf (IVE) 0.1 $1.8M 9.4k 190.59
Xcel Energy Stock (XEL) 0.1 $1.8M 25k 70.79
Ares Capital Corp Cef (ARCC) 0.1 $1.7M 79k 22.16
Colgate Palmolive Stock (CL) 0.1 $1.7M 19k 93.70
Adobe Stock (ADBE) 0.1 $1.7M 4.5k 383.52
Ishares Russell 2000 Etf Etf (IWM) 0.1 $1.7M 8.6k 199.48
Graniteshares Gold Shares Etf (BAR) 0.1 $1.7M 54k 30.84
Ftai Aviation Stock (FTAI) 0.1 $1.7M 15k 111.03
Kenvue Stock (KVUE) 0.1 $1.7M 69k 23.98
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $1.7M 24k 67.85
Lowes Cos Stock (LOW) 0.1 $1.6M 7.0k 233.25
Ishares Global Healthcare Etf Etf (IXJ) 0.1 $1.6M 18k 91.20
Mid-amer Apt Cmntys Reit (MAA) 0.1 $1.6M 9.6k 167.57
Goldman Sachs Bdc Cef (GSBD) 0.1 $1.6M 137k 11.63
Vertex Pharmaceuticals Stock (VRTX) 0.1 $1.6M 3.3k 484.77
Asml Holding N V N Y Registry Adr (ASML) 0.1 $1.6M 2.4k 662.73
Vanguard Small-cap Growth Etf Etf (VBK) 0.1 $1.6M 6.2k 251.77
American Finl Group Inc Ohio Stock (AFG) 0.1 $1.5M 12k 131.34
Ingredion Stock (INGR) 0.1 $1.5M 11k 135.21
Constellation Energy Corp Stock (CEG) 0.1 $1.5M 7.4k 201.62
Ishares Msci Eafe Value Etf Etf (EFV) 0.1 $1.5M 25k 58.94
Ishares Global Industrials Etf Etf (EXI) 0.1 $1.5M 10k 145.38
Annaly Capital Management Reit (NLY) 0.1 $1.5M 72k 20.31
Ishares Aaa Clo Active Etf Etf (CLOA) 0.1 $1.5M 28k 51.78
Salesforce Stock (CRM) 0.1 $1.5M 5.4k 268.37
Conocophillips Stock (COP) 0.1 $1.4M 14k 105.02
The Cigna Group Stock (CI) 0.1 $1.4M 4.3k 329.01
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.1 $1.4M 61k 23.16
Clear Secure Inc Com Cl A Stock (YOU) 0.1 $1.4M 55k 25.91
Bahl & Gaynor Small/mid Cap Income Growth Etf Etf (SMIG) 0.1 $1.4M 49k 28.53
Goldman Sachs Group Stock (GS) 0.1 $1.4M 2.6k 546.39
Ishares Biotechnology Etf Etf (IBB) 0.1 $1.4M 11k 127.90
Tractor Supply Stock (TSCO) 0.1 $1.4M 25k 55.10
Fedex Corp Stock (FDX) 0.1 $1.4M 5.6k 243.80
Industrial Select Sector Spdr Fund Etf (XLI) 0.1 $1.4M 10k 131.08
Citigroup Stock (C) 0.1 $1.4M 19k 70.99
Allstate Corp Stock (ALL) 0.1 $1.3M 6.5k 207.07
Intuitive Surgical Stock (ISRG) 0.1 $1.3M 2.7k 495.23
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.1 $1.3M 33k 40.76
Starbucks Corp Stock (SBUX) 0.1 $1.3M 14k 98.09
Zoetis Inc Cl A Stock (ZTS) 0.1 $1.3M 8.1k 164.64
Cvs Health Corp Stock (CVS) 0.1 $1.3M 19k 67.75
Servicenow Stock (NOW) 0.1 $1.3M 1.6k 796.32
Becton Dickinson & Co Stock (BDX) 0.1 $1.3M 5.7k 229.07
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $1.3M 45k 27.96
Ishares Russell 1000 Etf Etf (IWB) 0.1 $1.3M 4.1k 306.75
Caterpillar Stock (CAT) 0.1 $1.3M 3.8k 329.83
Linde Stock (LIN) 0.1 $1.2M 2.6k 465.69
Virtus Invt Partners Stock (VRTS) 0.1 $1.2M 7.0k 172.36
Ft Vest Buffered Allocation Growth Etf Etf (BUFG) 0.1 $1.2M 50k 23.79
Philip Morris Intl Stock (PM) 0.1 $1.2M 7.5k 158.73
Intuit Stock (INTU) 0.1 $1.2M 1.9k 613.98
Trane Technologies Stock (TT) 0.1 $1.2M 3.5k 336.94
BP Adr (BP) 0.1 $1.2M 35k 33.79
Janus Henderson B-bbb Clo Etf Etf (JBBB) 0.1 $1.2M 24k 48.67
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS) 0.1 $1.2M 14k 84.51
Novartis Adr (NVS) 0.1 $1.2M 10k 111.48
Chubb Stock (CB) 0.1 $1.2M 3.8k 301.99
Exelon Corp Stock (EXC) 0.1 $1.1M 25k 46.08
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.1 $1.1M 9.0k 125.98
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.1 $1.1M 22k 51.07
Brady Corp Cl A Stock (BRC) 0.1 $1.1M 16k 70.64
Vanguard Russell 1000 Value Etf Etf (VONV) 0.1 $1.1M 14k 82.54
Alibaba Group Hldg Adr (BABA) 0.1 $1.1M 8.5k 132.23
Ishares Msci Eafe Growth Etf Etf (EFG) 0.1 $1.1M 11k 100.00
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR) 0.1 $1.1M 29k 38.81
Kraneshares Quadratic Interest Rate Volatility And Inflation Hedge Etf Etf (IVOL) 0.1 $1.1M 59k 18.68
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $1.1M 50k 22.08
Vaneck Gold Miners Etf Etf (GDX) 0.1 $1.1M 24k 45.97
Ishares U.s. Technology Etf Etf (IYW) 0.1 $1.1M 7.5k 140.43
Waste Mgmt Inc Del Stock (WM) 0.1 $1.0M 4.5k 231.49
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.1 $1.0M 8.6k 122.01
Spotify Technology S A Stock (SPOT) 0.1 $1.0M 1.9k 550.03
Ishares Gold Trust Etf (IAU) 0.1 $1.0M 18k 58.96
Ishares Ibonds Dec 2029 Term Treasury Etf Etf (IBTJ) 0.1 $1.0M 47k 21.77
Ishares Core Msci Europe Etf Etf (IEUR) 0.1 $1.0M 17k 60.15
Abbott Labs Stock (ABT) 0.1 $1.0M 7.6k 132.65
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.1 $1.0M 8.1k 124.50
Pacer Us Small Cap Cash Cows Etf Etf (CALF) 0.1 $999k 27k 37.50
Vanguard Small Cap Value Etf Etf (VBR) 0.1 $992k 5.3k 186.29
Ge Vernova Stock (GEV) 0.1 $992k 3.2k 305.32
American Century U.s. Quality Growth Etf Etf (QGRO) 0.1 $981k 11k 93.67
Sabine Rty Tr Unit Ben Int Stock (SBR) 0.1 $980k 15k 67.69
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $980k 11k 93.66
At&t Stock (T) 0.1 $977k 35k 28.28
Pulte Group Stock (PHM) 0.1 $965k 9.4k 102.80
First Tr High Yield Opprt 2027 Cef (FTHY) 0.1 $941k 65k 14.45
Oreilly Automotive Stock (ORLY) 0.1 $930k 649.00 1432.58
Public Svc Enterprise Grp Stock (PEG) 0.1 $926k 11k 82.30
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.1 $923k 7.9k 117.49
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.1 $919k 9.9k 92.79
Enterprise Prods Partners Stock (EPD) 0.1 $915k 27k 34.14
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $904k 5.4k 166.00
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH) 0.1 $904k 40k 22.42
Blackrock Cr Allocation Income Cef (BTZ) 0.1 $895k 84k 10.72
Applied Matls Stock (AMAT) 0.1 $892k 6.1k 145.11
Cme Group Stock (CME) 0.1 $882k 3.3k 265.27
Airbnb Inc Com Cl A Stock (ABNB) 0.1 $880k 7.4k 119.46
Boston Scientific Corp Stock (BSX) 0.1 $879k 8.7k 100.88
Vanguard Russell 2000 Etf Etf (VTWO) 0.1 $873k 11k 80.65
Synopsys Stock (SNPS) 0.1 $865k 2.0k 428.85
Boeing Stock (BA) 0.1 $862k 5.1k 170.55
Uber Technologies Stock (UBER) 0.1 $856k 12k 72.86
Prologis Reit (PLD) 0.1 $847k 7.6k 111.80
Coinbase Global Inc Com Cl A Stock (COIN) 0.1 $841k 4.9k 172.23
John Hancock Multifactor Mid Cap Etf Etf (JHMM) 0.1 $836k 15k 57.30
Lululemon Athletica Stock (LULU) 0.1 $819k 2.9k 283.07
Ishares S&p 100 Etf Etf (OEF) 0.1 $815k 3.0k 270.83
Msci Stock (MSCI) 0.1 $811k 1.4k 565.50
Lockheed Martin Corp Stock (LMT) 0.1 $811k 1.8k 446.69
John Hancock Multifactor Large Cap Etf Etf (JHML) 0.1 $810k 12k 67.42
Altria Group Stock (MO) 0.1 $809k 14k 60.02
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP) 0.1 $806k 6.1k 131.71
Sprott Physical Gold & Silver Tr Unit Cef (CEF) 0.1 $798k 28k 28.41
Vaneck Semiconductor Etf Etf (SMH) 0.1 $794k 3.8k 211.49
Grayscale Bitcoin Trust Etf Etf (GBTC) 0.1 $793k 12k 65.17
Kkr & Co Stock (KKR) 0.1 $793k 6.9k 115.61
Advanced Micro Devices Stock (AMD) 0.1 $791k 7.7k 102.74
Copart Stock (CPRT) 0.1 $789k 14k 56.59
Mckesson Corp Stock (MCK) 0.1 $781k 1.2k 673.00
Micron Technology Stock (MU) 0.1 $774k 8.9k 86.89
Ishares Msci Acwi Etf Etf (ACWI) 0.1 $773k 6.6k 116.39
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.1 $765k 8.0k 95.48
Labcorp Holdings Stock (LH) 0.1 $764k 3.3k 232.77
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Ishares Russell Midcap Etf Etf (IWR) 0.1 $730k 8.6k 85.07
Ameriprise Finl Stock (AMP) 0.1 $729k 1.5k 484.21
Canadian Pacific Kansas City Stock (CP) 0.1 $726k 10k 70.21
Corteva Stock (CTVA) 0.1 $723k 12k 62.93
Texas Pacific Land Corporation Stock (TPL) 0.1 $720k 543.00 1325.48
Unilever Adr (UL) 0.1 $717k 12k 59.55
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Nisource Stock (NI) 0.1 $711k 18k 40.09
Gabelli Divid & Income Tr Cef (GDV) 0.0 $692k 29k 24.13
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Sprott Physical Silver Tr Tr Unit Cef (PSLV) 0.0 $679k 59k 11.60
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Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO) 0.0 $631k 11k 59.68
Shell Plc Spon Ads Adr (SHEL) 0.0 $616k 8.4k 73.28
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American Express Stock (AXP) 0.0 $603k 2.2k 269.03
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Cohen & Steers Quality Income Cef (RQI) 0.0 $599k 48k 12.56
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Lam Research Corp Stock (LRCX) 0.0 $586k 8.1k 72.70
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Emerson Elec Stock (EMR) 0.0 $524k 4.8k 109.64
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Eog Res Stock (EOG) 0.0 $465k 3.6k 128.25
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C H Robinson Worldwide Stock (CHRW) 0.0 $387k 3.8k 102.40
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Atlassian Corporation Cl A Stock (TEAM) 0.0 $335k 1.6k 212.21
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Paychex Stock (PAYX) 0.0 $320k 2.1k 154.26
Johnson Ctls Intl Stock (JCI) 0.0 $320k 4.0k 80.11
Consolidated Edison Stock (ED) 0.0 $320k 2.9k 110.58
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Kyndryl Hldgs Stock (KD) 0.0 $318k 10k 31.40
Ishares Silver Trust Etf (SLV) 0.0 $318k 10k 30.99
Sempra Stock (SRE) 0.0 $317k 4.4k 71.36
Novo-nordisk A S Adr (NVO) 0.0 $316k 4.5k 69.44
Norfolk Southn Corp Stock (NSC) 0.0 $315k 1.3k 236.82
Resmed Stock (RMD) 0.0 $315k 1.4k 223.85
Vertiv Holdings Co Com Cl A Stock (VRT) 0.0 $314k 4.4k 72.20
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Ft Vest U.s. Equity Buffer Etf - July Etf (FJUL) 0.0 $306k 6.4k 47.63
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Ge Healthcare Technologies Stock (GEHC) 0.0 $300k 3.7k 80.70
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Apollo Global Mgmt Stock (APO) 0.0 $298k 2.2k 136.94
Amphenol Corp New Cl A Stock (APH) 0.0 $295k 4.5k 65.60
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Live Nation Entertainment Stock (LYV) 0.0 $281k 2.2k 130.59
Keurig Dr Pepper Stock (KDP) 0.0 $281k 8.2k 34.22
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Xylem Stock (XYL) 0.0 $276k 2.3k 119.44
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Lennar Corp Cl A Stock (LEN) 0.0 $267k 2.3k 114.78
Goldman Sachs Equal Weight U.s. Large Cap Equity Etf Etf (GSEW) 0.0 $266k 3.5k 76.04
Piper Sandler Companies Stock (PIPR) 0.0 $265k 1.1k 247.66
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Sap Se Adr (SAP) 0.0 $251k 933.00 268.47
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Krystal Biotech Stock (KRYS) 0.0 $249k 1.4k 180.30
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Connectone Bancorp Stock (CNOB) 0.0 $243k 10k 24.31
Jabil Stock (JBL) 0.0 $242k 1.8k 136.08
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Vanguard Consumer Staples Etf Etf (VDC) 0.0 $240k 1.1k 218.86
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM) 0.0 $239k 4.9k 48.45
Crown Castle Reit (CCI) 0.0 $238k 2.3k 104.23
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Electronic Arts Stock (EA) 0.0 $236k 1.6k 144.54
Blackrock U.s. Carbon Transition Readiness Etf Etf (LCTU) 0.0 $235k 3.9k 60.60
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.0 $234k 3.2k 73.69
Marvell Technology Stock (MRVL) 0.0 $233k 3.8k 61.58
Ft Vest U.s. Equity Buffer Etf - October Etf (FOCT) 0.0 $233k 5.6k 41.50
Doubleline Shiller Cape U.s. Equities Etf Etf (CAPE) 0.0 $233k 7.6k 30.39
Hasbro Stock (HAS) 0.0 $232k 3.8k 61.49
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Ishares U.s. Healthcare Etf Etf (IYH) 0.0 $232k 3.8k 60.90
Ross Stores Stock (ROST) 0.0 $231k 1.8k 127.79
Paypal Hldgs Stock (PYPL) 0.0 $230k 3.5k 65.25
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Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.0 $226k 3.8k 59.40
Motorola Solutions Stock (MSI) 0.0 $223k 509.00 437.80
Nu Hldgs Ltd Ord Shs Cl A Stock (NU) 0.0 $221k 22k 10.24
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Ishares High Yield Muni Active Etf Etf (HIMU) 0.0 $221k 4.5k 49.53
Schwab Charles Corp Stock (SCHW) 0.0 $220k 2.8k 78.27
T-mobile Us Stock (TMUS) 0.0 $218k 816.00 266.80
Dte Energy Stock (DTE) 0.0 $217k 1.6k 138.27
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Willis Towers Watson Stock (WTW) 0.0 $215k 636.00 337.95
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Hartford Insurance Group Stock (HIG) 0.0 $213k 1.7k 123.73
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Ppl Corp Stock (PPL) 0.0 $210k 5.8k 36.11
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Dell Technologies Inc Cl C Stock (DELL) 0.0 $208k 2.3k 91.14
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Icon Stock (ICLR) 0.0 $205k 1.2k 174.99
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Wisdomtree Artificial Intelligence And Innovation Fund Etf (WTAI) 0.0 $202k 11k 19.00
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Abrdn Physical Gold Shares Etf Etf (SGOL) 0.0 $201k 6.7k 29.82
Realty Income Corp Reit (O) 0.0 $201k 3.5k 58.00
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Nyli Mackay Definedterm Muni Cef (MMD) 0.0 $183k 12k 15.08
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Haleon Plc Spon Ads Adr (HLN) 0.0 $158k 15k 10.29
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Barings Global Short Duration Cef (BGH) 0.0 $151k 10k 15.12
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Clough Global Opportunities Fd Sh Ben Int Cef (GLO) 0.0 $137k 28k 4.89
Advent Conv & Income Cef (AVK) 0.0 $135k 12k 11.53
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Sofi Technologies Stock (SOFI) 0.0 $119k 10k 11.63
Viatris Stock (VTRS) 0.0 $107k 12k 8.71
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Clough Global Divid & Income F Cef (GLV) 0.0 $87k 16k 5.46
Putnam Master Inter Income Tr Sh Ben Int Cef (PIM) 0.0 $87k 26k 3.32
Opko Health Stock (OPK) 0.0 $84k 51k 1.66
Ftai Infrastructure Stock (FIP) 0.0 $68k 15k 4.53
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Lloyds Banking Group Adr (LYG) 0.0 $38k 10k 3.82
Akoya Biosciences Stock (AKYA) 0.0 $38k 28k 1.39
Ambev Sa Adr (ABEV) 0.0 $23k 10k 2.33
Bristol-myers Squibb Co Contin Val Rt Stock (CELG.R) 0.0 $5.5k 109k 0.05