Transcend Wealth Collective

Transcend Capital Advisors as of June 30, 2025

Portfolio Holdings for Transcend Capital Advisors

Transcend Capital Advisors holds 610 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 6.8 $88M 431k 205.17
Microsoft Corp Stock (MSFT) 3.1 $40M 81k 497.41
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 3.0 $39M 79k 485.77
Blue Owl Capital Corporation Cef (OBDC) 2.6 $34M 2.4M 14.34
Fs Kkr Cap Corp Cef (FSK) 2.1 $27M 1.3M 20.75
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 2.0 $26M 267k 95.32
Nvidia Corporation Stock (NVDA) 1.9 $24M 152k 157.99
Merck & Co Stock (MRK) 1.6 $21M 268k 79.16
Blue Owl Capital Inc Com Cl A Stock (OWL) 1.6 $21M 1.1M 19.21
Amazon Stock (AMZN) 1.6 $20M 93k 219.39
Invesco Qqq Trust Series I Etf (QQQ) 1.6 $20M 37k 551.64
Spdr S&p 500 Etf Trust Etf (SPY) 1.5 $20M 32k 617.84
International Business Machs Stock (IBM) 1.4 $18M 61k 294.78
Vanguard High Dividend Yield Index Etf Etf (VYM) 1.3 $17M 125k 133.31
Jpmorgan Chase & Co Stock (JPM) 1.2 $16M 54k 289.91
S&p Global Stock (SPGI) 1.1 $15M 28k 527.29
Vanguard Dividend Appreciation Etf Etf (VIG) 1.0 $13M 61k 204.67
Ishares Core S&p 500 Etf Etf (IVV) 0.9 $12M 19k 620.90
Technology Select Sector Spdr Fund Etf (XLK) 0.9 $12M 47k 253.23
Meta Platforms Inc Cl A Stock (META) 0.9 $12M 16k 738.10
Visa Inc Com Cl A Stock (V) 0.9 $11M 31k 355.05
Blackrock Tcp Capital Corp Cef (TCPC) 0.8 $10M 1.3M 7.70
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.8 $9.7M 55k 177.39
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.7 $9.5M 13.00 728800.00
Vanguard Large-cap Etf Etf (VV) 0.7 $9.4M 33k 285.30
Exxon Mobil Corp Stock (XOM) 0.7 $9.4M 87k 107.80
Home Depot Stock (HD) 0.7 $9.1M 25k 366.64
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.7 $9.1M 52k 176.23
Vanguard Total Stock Market Etf Etf (VTI) 0.7 $9.0M 30k 303.93
Johnson & Johnson Stock (JNJ) 0.7 $9.0M 59k 152.75
Broadcom Stock (AVGO) 0.7 $9.0M 33k 275.65
Eli Lilly & Co Stock (LLY) 0.6 $8.4M 11k 779.57
Vanguard S&p 500 Etf Etf (VOO) 0.6 $7.9M 14k 568.05
Oracle Corp Stock (ORCL) 0.6 $7.9M 36k 218.63
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS) 0.6 $7.9M 310k 25.35
New Mtn Fin Corp Cef (NMFC) 0.6 $7.5M 714k 10.55
Blackstone Stock (BX) 0.6 $7.5M 50k 149.58
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.6 $7.4M 74k 100.70
Abbvie Stock (ABBV) 0.6 $7.1M 38k 185.62
Health Care Select Sector Spdr Fund Etf (XLV) 0.5 $6.7M 50k 134.79
Financial Select Sector Spdr Fund Etf (XLF) 0.5 $6.4M 122k 52.37
Communication Services Select Sector Spdr Fund Etf (XLC) 0.5 $6.3M 58k 108.53
Tesla Stock (TSLA) 0.5 $6.1M 19k 317.66
Ishares Bitcoin Trust Etf Etf (IBIT) 0.5 $5.9M 97k 61.21
Vanguard Value Etf Etf (VTV) 0.4 $5.8M 33k 176.74
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.4 $5.7M 85k 67.22
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.4 $5.6M 157k 35.84
Alerian Mlp Etf Etf (AMLP) 0.4 $5.6M 114k 48.86
Agnc Invt Corp Reit (AGNC) 0.4 $5.2M 566k 9.19
Automatic Data Processing Stock (ADP) 0.4 $4.9M 16k 308.40
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.4 $4.9M 78k 62.02
Ishares Core Msci Eafe Etf Etf (IEFA) 0.4 $4.9M 58k 83.48
Goldman Sachs Bdc Cef (GSBD) 0.4 $4.7M 422k 11.25
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.4 $4.6M 39k 119.09
Blackstone Secd Lending Cef (BXSL) 0.4 $4.6M 149k 30.75
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.3 $4.5M 21k 217.33
Netflix Stock (NFLX) 0.3 $4.5M 3.3k 1339.21
Harbor Dividend Growth Leaders Etf Etf (GDIV) 0.3 $4.4M 287k 15.47
Eaton Corp Stock (ETN) 0.3 $4.3M 12k 356.99
Ishares Russell 1000 Growth Etf Etf (IWF) 0.3 $4.3M 10k 424.57
Cencora Stock (COR) 0.3 $4.3M 14k 299.85
Vanguard Growth Etf Etf (VUG) 0.3 $4.3M 9.8k 438.40
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.3 $4.3M 54k 79.50
Spdr Gold Shares Etf (GLD) 0.3 $4.3M 108k 39.57
Stryker Corporation Stock (SYK) 0.3 $4.2M 11k 395.62
Ishares S&p 500 Growth Etf Etf (IVW) 0.3 $4.2M 38k 110.10
Grainger W W Stock (GWW) 0.3 $4.2M 4.0k 1040.22
Vanguard Information Technology Etf Etf (VGT) 0.3 $4.2M 6.3k 663.27
Honeywell Intl Stock (HON) 0.3 $4.1M 18k 232.88
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.3 $4.1M 22k 182.82
Disney Walt Stock (DIS) 0.3 $4.1M 33k 124.01
Invesco S&p 500 Top 50 Etf Etf (XLG) 0.3 $4.0M 77k 52.10
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.3 $3.9M 53k 72.69
Marsh & Mclennan Cos Stock (MMC) 0.3 $3.8M 18k 218.64
Mastercard Incorporated Cl A Stock (MA) 0.3 $3.8M 6.8k 561.90
Wells Fargo Stock (WFC) 0.3 $3.8M 47k 80.12
Procter And Gamble Stock (PG) 0.3 $3.6M 23k 159.32
Dimensional Us High Profitability Etf Etf (DUHP) 0.3 $3.5M 99k 35.56
Ishares Core S&p Small Cap Etf Etf (IJR) 0.3 $3.5M 32k 109.29
Energy Select Sector Spdr Fund Etf (XLE) 0.3 $3.5M 41k 84.81
Chevron Corp Stock (CVX) 0.3 $3.5M 24k 143.19
Morgan Stanley Stock (MS) 0.3 $3.4M 24k 140.86
Tjx Cos Stock (TJX) 0.3 $3.4M 28k 123.49
Church & Dwight Stock (CHD) 0.3 $3.4M 36k 96.11
Blackstone Strategic Cred 2027 Com Shs Ben In Cef (BGB) 0.3 $3.4M 282k 12.12
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.3 $3.4M 42k 80.97
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.3 $3.3M 55k 60.03
Ishares Semiconductor Etf Etf (SOXX) 0.3 $3.3M 14k 238.70
Intercontinental Exchange Stock (ICE) 0.3 $3.3M 18k 183.47
Harbor Long-term Growers Etf Etf (WINN) 0.3 $3.3M 112k 29.13
Texas Instrs Stock (TXN) 0.2 $3.2M 16k 207.62
Accenture Plc Ireland Shs Class A Stock (ACN) 0.2 $3.2M 11k 298.90
Vanguard Ftse Pacific Etf Etf (VPL) 0.2 $3.2M 38k 82.18
Walmart Stock (WMT) 0.2 $3.1M 32k 97.78
Ishares Msci Emerging Markets Asia Etf Etf (EEMA) 0.2 $3.1M 38k 82.55
Ishares Msci Eafe Etf Etf (EFA) 0.2 $3.1M 34k 89.39
Costco Whsl Corp Stock (COST) 0.2 $3.0M 3.1k 989.88
Capital One Finl Corp Stock (COF) 0.2 $3.0M 14k 212.76
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.2 $3.0M 28k 109.50
Bank America Corp Stock (BAC) 0.2 $3.0M 63k 47.32
Union Pac Corp Stock (UNP) 0.2 $3.0M 13k 230.08
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF) 0.2 $2.9M 126k 23.36
Vanguard Small-cap Etf Etf (VB) 0.2 $2.9M 12k 236.98
Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.2 $2.9M 31k 91.10
Spdr S&p Biotech Etf Etf (XBI) 0.2 $2.8M 34k 82.93
Moodys Corp Stock (MCO) 0.2 $2.8M 5.6k 501.62
Danaher Corporation Stock (DHR) 0.2 $2.8M 14k 197.55
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) 0.2 $2.8M 51k 54.46
Medtronic Stock (MDT) 0.2 $2.8M 32k 87.17
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI) 0.2 $2.8M 124k 22.36
Broadridge Finl Solutions Stock (BR) 0.2 $2.7M 11k 243.03
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.2 $2.7M 6.1k 440.68
Te Connectivity Plc Ord Stock (TEL) 0.2 $2.7M 16k 168.67
Bristol-myers Squibb Stock (BMY) 0.2 $2.7M 58k 46.29
Vanguard Mid-cap Etf Etf (VO) 0.2 $2.6M 9.4k 279.84
Ge Aerospace Stock (GE) 0.2 $2.6M 10k 257.38
Ishares Select Dividend Etf Etf (DVY) 0.2 $2.6M 19k 132.81
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.2 $2.6M 52k 49.03
Sherwin Williams Stock (SHW) 0.2 $2.5M 7.4k 343.35
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.2 $2.5M 17k 150.40
Ppg Inds Stock (PPG) 0.2 $2.5M 22k 113.75
Rtx Corporation Stock (RTX) 0.2 $2.4M 17k 146.02
Spdr S&p Dividend Etf Etf (SDY) 0.2 $2.4M 18k 135.73
Palo Alto Networks Stock (PANW) 0.2 $2.4M 12k 204.64
Cisco Sys Stock (CSCO) 0.2 $2.4M 34k 69.38
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.2 $2.3M 51k 46.23
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $2.3M 13k 181.74
Thermo Fisher Scientific Stock (TMO) 0.2 $2.3M 5.7k 405.44
American Tower Corp Reit (AMT) 0.2 $2.3M 11k 221.01
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.2 $2.3M 17k 135.30
Vanguard Financials Etf Etf (VFH) 0.2 $2.3M 18k 127.30
Ishares S&p 500 Value Etf Etf (IVE) 0.2 $2.3M 12k 195.41
Korn Ferry Stock (KFY) 0.2 $2.3M 31k 73.33
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.2 $2.2M 25k 88.25
Rollins Stock (ROL) 0.2 $2.2M 39k 56.42
Ishares U.s. Medical Devices Etf Etf (IHI) 0.2 $2.1M 34k 62.64
Trane Technologies Stock (TT) 0.2 $2.1M 4.9k 437.41
Ishares Core High Dividend Etf Etf (HDV) 0.2 $2.1M 18k 117.17
Ishares Msci Eafe Value Etf Etf (EFV) 0.2 $2.1M 33k 63.48
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.2 $2.1M 38k 54.40
Coca Cola Stock (KO) 0.2 $2.1M 29k 70.75
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.2 $2.0M 24k 82.92
Zoom Communications Inc Cl A Stock (ZM) 0.2 $2.0M 26k 77.98
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.2 $2.0M 15k 132.14
Servicenow Stock (NOW) 0.2 $2.0M 1.9k 1028.28
Nextera Energy Stock (NEE) 0.2 $2.0M 28k 69.42
Invesco S&p 500 Garp Etf Etf (SPGP) 0.2 $1.9M 18k 107.70
Asml Holding N V N Y Registry Adr (ASML) 0.1 $1.9M 2.4k 801.30
Ft Vest Buffered Allocation Growth Etf Etf (BUFG) 0.1 $1.9M 75k 25.54
Centene Corp Del Stock (CNC) 0.1 $1.9M 35k 54.28
Nike Inc Cl B Stock (NKE) 0.1 $1.9M 27k 71.04
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.1 $1.9M 19k 95.77
Pepsico Stock (PEP) 0.1 $1.8M 14k 132.04
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.1 $1.8M 32k 56.85
Citigroup Stock (C) 0.1 $1.8M 21k 85.12
Philip Morris Intl Stock (PM) 0.1 $1.8M 9.8k 182.14
Amgen Stock (AMGN) 0.1 $1.8M 6.4k 279.23
Verizon Communications Stock (VZ) 0.1 $1.7M 40k 43.27
Goldman Sachs Group Stock (GS) 0.1 $1.7M 2.5k 707.74
Intuit Stock (INTU) 0.1 $1.7M 2.2k 787.65
Vanguard Small-cap Growth Etf Etf (VBK) 0.1 $1.7M 6.1k 276.94
Ge Vernova Stock (GEV) 0.1 $1.6M 3.1k 529.10
Mcdonalds Corp Stock (MCD) 0.1 $1.6M 5.5k 292.19
Constellation Energy Corp Stock (CEG) 0.1 $1.6M 5.0k 322.79
Salesforce Stock (CRM) 0.1 $1.6M 5.7k 272.67
Chubb Stock (CB) 0.1 $1.5M 5.3k 289.73
Qualcomm Stock (QCOM) 0.1 $1.5M 9.5k 159.26
Fedex Corp Stock (FDX) 0.1 $1.5M 6.5k 227.31
The Cigna Group Stock (CI) 0.1 $1.5M 4.5k 330.58
Intuitive Surgical Stock (ISRG) 0.1 $1.4M 2.7k 543.37
Ishares Msci Usa Equal Weighted Etf Etf (EUSA) 0.1 $1.4M 14k 99.12
Pfizer Stock (PFE) 0.1 $1.4M 58k 24.24
Ishares Russell 1000 Etf Etf (IWB) 0.1 $1.4M 4.1k 339.55
Lowes Cos Stock (LOW) 0.1 $1.4M 6.2k 221.87
Allstate Corp Stock (ALL) 0.1 $1.4M 6.8k 201.31
Ishares Russell 2000 Etf Etf (IWM) 0.1 $1.4M 6.3k 215.80
Caterpillar Stock (CAT) 0.1 $1.3M 3.5k 388.17
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $1.3M 73k 18.13
Industrial Select Sector Spdr Fund Etf (XLI) 0.1 $1.3M 9.0k 147.52
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.1 $1.3M 25k 52.34
Ishares Biotechnology Etf Etf (IBB) 0.1 $1.3M 10k 126.51
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.1 $1.3M 12k 109.20
Blackrock Stock (BLK) 0.1 $1.3M 1.2k 1049.29
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $1.3M 48k 26.50
Astrazeneca Adr (AZN) 0.1 $1.3M 18k 69.88
First Tr High Yield Opprt 2027 Cef (FTHY) 0.1 $1.3M 85k 14.85
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR) 0.1 $1.3M 32k 40.11
Tractor Supply Stock (TSCO) 0.1 $1.3M 24k 52.77
Uber Technologies Stock (UBER) 0.1 $1.3M 13k 93.30
Annaly Capital Management Reit (NLY) 0.1 $1.2M 66k 18.82
Novartis Adr (NVS) 0.1 $1.2M 10k 121.01
First Trust Core Investment Grade Etf Etf (FTCB) 0.1 $1.2M 58k 21.06
Boston Scientific Corp Stock (BSX) 0.1 $1.2M 11k 107.41
Adobe Stock (ADBE) 0.1 $1.2M 3.1k 386.82
Pacer Us Small Cap Cash Cows Etf Etf (CALF) 0.1 $1.2M 30k 39.81
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $1.2M 18k 67.44
First Trust Smith Unconstrained Bond Etf Etf (UCON) 0.1 $1.2M 48k 24.89
Paychex Stock (PAYX) 0.1 $1.2M 8.2k 145.46
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $1.2M 5.2k 226.49
Airbnb Inc Com Cl A Stock (ABNB) 0.1 $1.2M 8.9k 132.34
Fiserv Stock (FI) 0.1 $1.2M 6.8k 172.41
Ishares Msci Eafe Growth Etf Etf (EFG) 0.1 $1.2M 11k 112.00
Ishares U.s. Technology Etf Etf (IYW) 0.1 $1.2M 6.8k 173.27
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $1.2M 48k 24.44
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.1 $1.2M 8.6k 135.04
Msci Stock (MSCI) 0.1 $1.2M 2.0k 576.74
Vanguard Russell 1000 Value Etf Etf (VONV) 0.1 $1.2M 14k 85.21
Linde Stock (LIN) 0.1 $1.1M 2.5k 469.19
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.1 $1.1M 8.2k 138.67
Comcast Corp New Cl A Stock (CMCSA) 0.1 $1.1M 31k 35.69
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $1.1M 8.1k 136.32
Brady Corp Cl A Stock (BRC) 0.1 $1.1M 16k 67.97
Ishares Gold Trust Etf (IAU) 0.1 $1.1M 17k 62.36
Exelon Corp Stock (EXC) 0.1 $1.1M 25k 43.42
Ishares Core Msci Europe Etf Etf (IEUR) 0.1 $1.1M 16k 66.20
Conocophillips Stock (COP) 0.1 $1.1M 12k 89.74
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.1 $1.1M 46k 23.24
BP Adr (BP) 0.1 $1.1M 36k 29.93
Kenvue Stock (KVUE) 0.1 $1.1M 51k 20.93
Ishares S&p 100 Etf Etf (OEF) 0.1 $1.1M 3.5k 304.35
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $1.1M 2.1k 509.31
Starbucks Corp Stock (SBUX) 0.1 $1.1M 12k 91.63
Fastenal Stock (FAST) 0.1 $1.0M 25k 42.00
Unitedhealth Group Stock (UNH) 0.1 $1.0M 3.4k 311.94
D R Horton Stock (DHI) 0.1 $1.0M 8.1k 128.92
Micron Technology Stock (MU) 0.1 $1.0M 8.4k 123.26
Vanguard Small Cap Value Etf Etf (VBR) 0.1 $1.0M 5.3k 195.01
Ishares U.s. Thematic Rotation Active Etf Etf (THRO) 0.1 $1.0M 29k 35.58
Synopsys Stock (SNPS) 0.1 $1.0M 2.0k 512.68
Vanguard Russell 2000 Etf Etf (VTWO) 0.1 $1.0M 12k 87.22
Zoetis Inc Cl A Stock (ZTS) 0.1 $1.0M 6.6k 155.94
Spotify Technology S A Stock (SPOT) 0.1 $1.0M 1.3k 767.34
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.1 $1.0M 8.7k 115.35
At&t Stock (T) 0.1 $989k 34k 28.94
Ameriprise Finl Stock (AMP) 0.1 $989k 1.9k 533.84
Kkr & Co Stock (KKR) 0.1 $987k 7.4k 133.03
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.1 $978k 7.3k 133.04
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $977k 10k 93.87
Sabine Rty Tr Unit Ben Int Stock (SBR) 0.1 $966k 15k 66.68
Colgate Palmolive Stock (CL) 0.1 $962k 11k 90.90
Mckesson Corp Stock (MCK) 0.1 $956k 1.3k 732.84
Grayscale Bitcoin Trust Etf Etf (GBTC) 0.1 $933k 11k 84.83
Waste Mgmt Inc Del Stock (WM) 0.1 $920k 4.0k 228.83
Arista Networks Stock (ANET) 0.1 $908k 8.9k 102.31
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH) 0.1 $907k 40k 22.49
Cvs Health Corp Stock (CVS) 0.1 $907k 13k 68.98
Global X Uranium Etf Etf (URA) 0.1 $897k 23k 38.81
Vaneck Semiconductor Etf Etf (SMH) 0.1 $895k 3.2k 278.91
3M Stock (MMM) 0.1 $889k 5.8k 152.25
Lockheed Martin Corp Stock (LMT) 0.1 $886k 1.9k 463.12
Sprott Asset Management Lp Physical Gold An Cef (CEF) 0.1 $881k 29k 30.10
General Mtrs Stock (GM) 0.1 $866k 18k 49.21
Ishares Msci Acwi Etf Etf (ACWI) 0.1 $856k 6.7k 128.60
Canadian Pacific Kansas City Stock (CP) 0.1 $844k 11k 79.27
Coinbase Global Inc Com Cl A Stock (COIN) 0.1 $838k 2.4k 350.49
Enterprise Prods Partners Stock (EPD) 0.1 $838k 27k 31.01
Cme Group Stock (CME) 0.1 $832k 3.0k 275.62
Ft Vest U.s. Equity Buffer Fund - May Etf (FMAY) 0.1 $831k 17k 50.03
Advanced Micro Devices Stock (AMD) 0.1 $819k 5.8k 141.90
Ishares Msci Intl Value Factor Etf Etf (IVLU) 0.1 $811k 25k 32.89
Williams Cos Stock (WMB) 0.1 $805k 13k 62.81
Labcorp Holdings Stock (LH) 0.1 $802k 3.1k 262.48
Ishares National Muni Bond Etf Etf (MUB) 0.1 $789k 7.6k 104.47
Ecolab Stock (ECL) 0.1 $780k 2.9k 269.41
Applied Matls Stock (AMAT) 0.1 $778k 4.3k 183.06
Vertex Pharmaceuticals Stock (VRTX) 0.1 $776k 1.7k 445.12
Boeing Stock (BA) 0.1 $776k 3.7k 209.53
Snowflake Stock (SNOW) 0.1 $762k 3.4k 223.77
Transdigm Group Stock (TDG) 0.1 $753k 495.00 1520.80
Ishares Russell Midcap Etf Etf (IWR) 0.1 $750k 8.2k 91.97
Dimensional Us Core Equity Market Etf Etf (DFAU) 0.1 $748k 18k 42.36
Alibaba Group Hldg Adr (BABA) 0.1 $748k 6.6k 113.41
Workday Inc Cl A Stock (WDAY) 0.1 $743k 3.1k 240.00
Toll Brothers Stock (TOL) 0.1 $733k 6.4k 114.13
First Trust Mid Cap Growth Alphadex Fund Etf (FNY) 0.1 $732k 8.9k 82.44
Booking Holdings Stock (BKNG) 0.1 $730k 126.00 5790.16
Pnc Finl Svcs Group Stock (PNC) 0.1 $728k 3.9k 186.41
Anywhere Real Estate Stock (HOUS) 0.1 $723k 200k 3.62
General Dynamics Corp Stock (GD) 0.1 $722k 2.5k 291.69
Ishares U.s. Regional Banks Etf Etf (IAT) 0.1 $719k 15k 49.55
Unilever Adr (UL) 0.1 $718k 12k 61.17
Sprott Asset Management Lp Physical Silver Cef (PSLV) 0.1 $716k 59k 12.24
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.1 $708k 7.1k 99.21
Shell Plc Spon Ads Adr (SHEL) 0.1 $703k 10k 70.41
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.1 $702k 6.9k 101.60
Ishares Flexible Income Active Etf Etf (BINC) 0.1 $690k 13k 52.84
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.1 $685k 7.5k 91.73
Public Storage Oper Reit (PSA) 0.1 $683k 2.3k 293.42
First Trust Cloud Computing Etf Etf (SKYY) 0.1 $677k 5.6k 121.65
Dimensional U.s. Small Cap Etf Etf (DFAS) 0.1 $676k 11k 63.71
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.1 $676k 2.8k 240.29
Ishares Core S&p Us Value Etf Etf (IUSV) 0.1 $672k 7.1k 94.62
Ishares Preferred & Income Securities Etf Etf (PFF) 0.1 $651k 21k 30.68
Ishares Mbs Etf Etf (MBB) 0.0 $646k 6.9k 93.89
American Elec Pwr Stock (AEP) 0.0 $642k 6.2k 103.77
Gilead Sciences Stock (GILD) 0.0 $642k 5.8k 110.87
Roblox Corp Cl A Stock (RBLX) 0.0 $640k 6.1k 105.20
L3harris Technologies Stock (LHX) 0.0 $634k 2.5k 250.86
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $629k 11k 57.01
Abbott Labs Stock (ABT) 0.0 $622k 4.6k 136.00
Schwab Charles Corp Stock (SCHW) 0.0 $622k 6.8k 91.25
Oreilly Automotive Stock (ORLY) 0.0 $618k 6.9k 90.13
Flexshares High Yield Value-scored Bond Index Fund Etf (HYGV) 0.0 $615k 15k 41.03
Veralto Corp Stock (VLTO) 0.0 $613k 6.1k 100.94
Prologis Reit (PLD) 0.0 $602k 5.7k 105.12
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Corning Stock (GLW) 0.0 $584k 11k 52.59
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American Express Stock (AXP) 0.0 $573k 1.8k 318.90
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Gartner Stock (IT) 0.0 $540k 1.3k 404.22
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Axon Enterprise Stock (AXON) 0.0 $508k 613.00 827.94
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Sysco Corp Stock (SYY) 0.0 $486k 6.4k 75.74
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Intel Corp Stock (INTC) 0.0 $476k 21k 22.40
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Freeport-mcmoran Inc Cl B Stock (FCX) 0.0 $357k 8.2k 43.35
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Metlife Stock (MET) 0.0 $346k 4.3k 80.43
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Hess Corp Stock (HES) 0.0 $337k 2.4k 138.56
Tg Therapeutics Stock (TGTX) 0.0 $336k 9.3k 35.99
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Allspring Special Large Value Etf Etf (ASLV) 0.0 $331k 13k 26.24
Lyft Inc Cl A Stock (LYFT) 0.0 $329k 21k 15.76
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Vulcan Matls Stock (VMC) 0.0 $321k 1.2k 260.86
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Vistra Corp Stock (VST) 0.0 $314k 1.6k 193.81
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Technipfmc Stock (FTI) 0.0 $310k 9.0k 34.44
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Imperial Oil Stock (IMO) 0.0 $309k 3.9k 79.47
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Everest Group Stock (EG) 0.0 $307k 903.00 339.85
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Crown Hldgs Stock (CCK) 0.0 $301k 2.9k 102.98
Lamar Advertising Co New Cl A Reit (LAMR) 0.0 $300k 2.5k 121.36
Fortive Corp Stock (FTV) 0.0 $300k 5.8k 52.13
Baxter Intl Stock (BAX) 0.0 $298k 9.8k 30.28
Atlassian Corporation Cl A Stock (TEAM) 0.0 $296k 1.5k 203.09
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Apollo Global Mgmt Stock (APO) 0.0 $296k 2.1k 141.87
Peapack-gladstone Finl Corp Stock (PGC) 0.0 $292k 10k 28.25
Ati Stock (ATI) 0.0 $291k 3.4k 86.34
Avantis U.s. Equity Etf Etf (AVUS) 0.0 $291k 2.9k 100.82
Citizens Finl Group Stock (CFG) 0.0 $291k 6.5k 44.75
Rocket Lab Corp Stock (RKLB) 0.0 $290k 8.1k 35.77
Cummins Stock (CMI) 0.0 $290k 885.00 327.51
Us Bancorp Del Stock (USB) 0.0 $290k 6.4k 45.25
First Trust Dow Jones Internet Index Fund Etf (FDN) 0.0 $289k 1.1k 269.33
Piper Sandler Companies Stock (PIPR) 0.0 $287k 1.0k 277.94
Manhattan Associates Stock (MANH) 0.0 $287k 1.5k 197.47
Verona Pharma Adr (VRNA) 0.0 $287k 3.0k 94.59
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.0 $287k 3.7k 77.34
Tetra Tech Stock (TTEK) 0.0 $286k 8.0k 35.96
Comfort Sys Usa Stock (FIX) 0.0 $284k 530.00 536.21
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Ares Capital Corp Cef (ARCC) 0.0 $282k 13k 21.96
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.0 $282k 3.5k 80.11
Sentinelone Inc Cl A Stock (S) 0.0 $281k 15k 18.28
Ishares Global Comm Services Etf Etf (IXP) 0.0 $280k 2.5k 112.33
Constellation Brands Inc Cl A Stock (STZ) 0.0 $280k 1.7k 162.68
Old Rep Intl Corp Stock (ORI) 0.0 $278k 7.2k 38.44
Axis Cap Hldgs Stock (AXS) 0.0 $277k 2.7k 103.82
Tyson Foods Inc Cl A Stock (TSN) 0.0 $277k 4.9k 55.94
Air Prods & Chems Stock (APD) 0.0 $274k 973.00 282.06
Omega Healthcare Invs Reit (OHI) 0.0 $274k 7.5k 36.65
Republic Svcs Stock (RSG) 0.0 $274k 1.1k 246.62
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM) 0.0 $272k 4.9k 55.28
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Autodesk Stock (ADSK) 0.0 $268k 864.00 309.57
Nucor Corp Stock (NUE) 0.0 $267k 2.1k 129.54
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Sempra Stock (SRE) 0.0 $267k 3.5k 75.77
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Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.0 $266k 6.6k 40.49
Blackrock U.s. Carbon Transition Readiness Etf Etf (LCTU) 0.0 $265k 3.9k 67.27
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Vontier Corporation Stock (VNT) 0.0 $257k 7.0k 36.90
Wisdomtree Artificial Intelligence And Innovation Fund Etf (WTAI) 0.0 $254k 10k 24.56
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Mercury Genl Corp Stock (MCY) 0.0 $253k 3.8k 67.34
Atmos Energy Corp Stock (ATO) 0.0 $253k 1.6k 154.11
Sap Se Adr (SAP) 0.0 $252k 829.00 304.17
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Bce Stock (BCE) 0.0 $251k 11k 22.17
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Hunt J B Trans Svcs Stock (JBHT) 0.0 $247k 1.7k 143.60
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Eqt Corp Stock (EQT) 0.0 $246k 4.2k 58.32
Consolidated Edison Stock (ED) 0.0 $245k 2.4k 100.34
Fomento Economico Mexicano Sab Spon Adr Units Adr (FMX) 0.0 $245k 2.4k 102.98
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Global X S&p 500 Covered Call Etf Etf (XYLD) 0.0 $244k 6.3k 38.94
Garmin Stock (GRMN) 0.0 $243k 1.2k 208.73
Haleon Plc Spon Ads Adr (HLN) 0.0 $243k 23k 10.37
Vanguard Consumer Staples Etf Etf (VDC) 0.0 $242k 1.1k 219.03
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 0.0 $239k 3.2k 75.58
Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC) 0.0 $238k 2.0k 118.43
Ft Vest Laddered Nasdaq Buffer Etf Etf (BUFQ) 0.0 $236k 7.1k 33.20
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Teva Pharmaceutical Inds Adr (TEVA) 0.0 $230k 14k 16.76
Illinois Tool Wks Stock (ITW) 0.0 $229k 927.00 247.25
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Sanofi Adr (SNY) 0.0 $229k 4.7k 48.31
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HP Stock (HPQ) 0.0 $227k 9.3k 24.46
Welltower Reit (WELL) 0.0 $227k 1.5k 153.73
Dell Technologies Inc Cl C Stock (DELL) 0.0 $227k 1.9k 122.60
Cheniere Energy Stock (LNG) 0.0 $227k 930.00 243.52
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Humana Stock (HUM) 0.0 $224k 916.00 244.48
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Alexandria Real Estate Eq Reit (ARE) 0.0 $222k 3.1k 72.63
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Zscaler Stock (ZS) 0.0 $220k 701.00 313.94
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Biomarin Pharmaceutical Stock (BMRN) 0.0 $216k 3.9k 54.97
Camden Ppty Tr Sh Ben Int Reit (CPT) 0.0 $216k 1.9k 112.69
Us Foods Hldg Corp Stock (USFD) 0.0 $215k 2.8k 77.01
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $214k 750.00 285.86
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Twilio Inc Cl A Stock (TWLO) 0.0 $213k 1.7k 124.36
Mercadolibre Stock (MELI) 0.0 $212k 81.00 2613.63
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Natera Stock (NTRA) 0.0 $210k 1.2k 168.94
Wheaton Precious Metals Corp Stock (WPM) 0.0 $209k 2.3k 89.80
Arm Holdings Adr (ARM) 0.0 $209k 1.3k 161.74
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Brixmor Ppty Group Reit (BRX) 0.0 $208k 8.0k 26.04
Evercore Inc Class A Stock (EVR) 0.0 $207k 767.00 270.02
Packaging Corp Amer Stock (PKG) 0.0 $207k 1.1k 188.45
Globe Life Stock (GL) 0.0 $207k 1.7k 124.29
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Stmicroelectronics N V Ny Registry Adr (STM) 0.0 $206k 6.8k 30.41
Ark Innovation Etf Etf (ARKK) 0.0 $204k 2.9k 70.29
Mgic Invt Corp Wis Stock (MTG) 0.0 $204k 7.3k 27.84
Marketaxess Hldgs Stock (MKTX) 0.0 $204k 912.00 223.34
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Cameco Corp Stock (CCJ) 0.0 $201k 2.7k 74.23
Lazard Global Total Return & I Cef (LGI) 0.0 $196k 12k 16.80
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Roivant Sciences Stock (ROIV) 0.0 $187k 17k 11.27
Eaton Vance Tax-managed Buy- W Cef (ETV) 0.0 $183k 13k 13.87
Global X Superincome Preferred Etf Etf (SPFF) 0.0 $171k 19k 8.97
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Virtus Dividend Interest & Pr Cef (NFJ) 0.0 $156k 13k 12.40
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Sonos Stock (SONO) 0.0 $120k 11k 10.81
Blackrock Enhanced Equity Divi Cef (BDJ) 0.0 $102k 12k 8.89
Lloyds Banking Group Adr (LYG) 0.0 $101k 24k 4.25
Adt Inc Del Stock (ADT) 0.0 $95k 11k 8.47
Ambev Sa Adr (ABEV) 0.0 $83k 35k 2.41
Opko Health Stock (OPK) 0.0 $67k 51k 1.32
Playtika Hldg Corp Stock (PLTK) 0.0 $59k 12k 4.73
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Akoya Biosciences Stock (AKYA) 0.0 $36k 28k 1.30
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