Transcend Wealth Collective

Transcend Capital Advisors as of March 31, 2026

Portfolio Holdings for Transcend Capital Advisors

Transcend Capital Advisors holds 718 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 8.2 $102M 403k 253.79
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 3.3 $42M 87k 479.20
Merck & Co Stock (MRK) 2.5 $32M 262k 120.29
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 2.4 $30M 303k 97.91
Microsoft Corp Stock (MSFT) 2.2 $27M 74k 370.17
Nvidia Corporation Stock (NVDA) 1.8 $22M 128k 174.40
Invesco Qqq Trust Series I Etf (QQQ) 1.7 $21M 37k 577.19
Amazon Stock (AMZN) 1.6 $20M 97k 208.27
State Street Spdr S&p 500 Etf Etf (SPY) 1.4 $18M 28k 650.35
Vanguard High Dividend Yield Index Etf Etf (VYM) 1.4 $17M 116k 148.10
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.2 $16M 54k 287.56
Vaneck Bdc Income Etf Etf (BIZD) 1.2 $15M 1.2M 12.80
International Business Machs Stock (IBM) 1.1 $14M 59k 242.39
Exxon Mobil Corp Stock (XOM) 1.1 $14M 81k 169.66
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS) 1.1 $13M 373k 35.44
Blue Owl Capital Corporation Cef (OBDC) 1.0 $13M 1.2M 11.06
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.0 $13M 45k 286.86
Jpmorgan Chase & Co Stock (JPM) 1.0 $13M 44k 294.16
S&p Global Stock (SPGI) 0.9 $12M 28k 425.34
Vanguard Dividend Appreciation Etf Etf (VIG) 0.9 $11M 52k 215.06
Broadcom Stock (AVGO) 0.9 $11M 34k 309.51
Johnson & Johnson Stock (JNJ) 0.8 $10M 41k 244.44
Meta Platforms Inc Cl A Stock (META) 0.8 $9.8M 17k 572.12
Spdr Gold Shares Etf (GLD) 0.8 $9.4M 22k 430.29
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.7 $9.3M 13.00 718140.00
Vanguard Large-cap Etf Etf (VV) 0.7 $9.1M 30k 298.85
Alerian Mlp Etf Etf (AMLP) 0.7 $8.7M 166k 52.64
Fs Kkr Cap Corp Cef (FSK) 0.6 $8.1M 793k 10.18
Home Depot Stock (HD) 0.6 $8.0M 24k 328.89
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.6 $7.9M 41k 191.92
Vanguard S&p 500 Etf Etf (VOO) 0.6 $7.8M 13k 597.54
Ishares Core S&p 500 Etf Etf (IVV) 0.6 $7.6M 12k 653.20
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.6 $7.5M 63k 118.60
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.6 $7.3M 69k 106.01
Blue Owl Capital Inc Com Cl A Stock (OWL) 0.6 $7.3M 801k 9.13
Tesla Stock (TSLA) 0.6 $7.2M 20k 371.74
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.5 $6.7M 172k 38.86
Eli Lilly & Co Stock (LLY) 0.5 $6.4M 6.9k 919.78
Abbvie Stock (ABBV) 0.5 $6.2M 29k 217.49
Visa Inc Com Cl A Stock (V) 0.5 $5.8M 19k 302.24
Oracle Corp Stock (ORCL) 0.5 $5.7M 39k 147.11
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.4 $5.5M 41k 132.90
Vanguard Value Etf Etf (VTV) 0.4 $5.4M 28k 196.20
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.4 $5.4M 80k 67.53
Ishares Core Msci Eafe Etf Etf (IEFA) 0.4 $5.3M 59k 90.53
Ishares Core S&p Small Cap Etf Etf (IJR) 0.4 $5.2M 42k 124.31
Blackstone Strategic Cred 2027 Com Shs Ben In Cef (BGB) 0.4 $4.9M 441k 11.15
Blackrock Tcp Capital Corp Cef (TCPC) 0.4 $4.7M 1.3M 3.61
Ishares Semiconductor Etf Etf (SOXX) 0.4 $4.6M 14k 328.65
Blackstone Stock (BX) 0.3 $4.3M 37k 114.99
Vanguard Total Stock Market Etf Etf (VTI) 0.3 $4.3M 13k 320.80
Walmart Stock (WMT) 0.3 $4.1M 33k 124.28
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) 0.3 $3.9M 51k 76.54
Texas Instrs Stock (TXN) 0.3 $3.8M 20k 194.14
Dimensional Us High Profitability Etf Etf (DUHP) 0.3 $3.8M 103k 36.76
Chevron Corporation Stock (CVX) 0.3 $3.7M 18k 206.90
Invesco S&p 500 Top 50 Etf Etf (XLG) 0.3 $3.6M 67k 54.55
Wells Fargo & Co Stock (WFC) 0.3 $3.6M 45k 79.61
Union Pac Corp Stock (UNP) 0.3 $3.6M 15k 242.62
Micron Technology Stock (MU) 0.3 $3.6M 11k 337.83
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.3 $3.6M 23k 155.11
Goldman Sachs Bdc Cef (GSBD) 0.3 $3.5M 393k 8.88
State Street Spdr S&p Biotech Etf Etf (XBI) 0.3 $3.5M 27k 127.73
Capital One Finl Corp Stock (COF) 0.3 $3.5M 19k 182.43
First Eagle Global Equity Etf Etf (FEGE) 0.3 $3.5M 74k 47.00
Church & Dwight Stock (CHD) 0.3 $3.4M 36k 93.32
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.3 $3.3M 48k 69.75
Blackstone Secd Lending Cef (BXSL) 0.3 $3.3M 139k 23.69
Bristol-myers Squibb Stock (BMY) 0.3 $3.3M 54k 60.65
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.3 $3.3M 66k 49.37
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.3 $3.3M 17k 191.81
Morgan Stanley Stock (MS) 0.3 $3.3M 20k 164.57
Ishares S&p 500 Growth Etf Etf (IVW) 0.3 $3.2M 29k 113.11
Honeywell Intl Stock (HON) 0.3 $3.2M 14k 226.02
Ww Grainger Stock (GWW) 0.3 $3.2M 2.9k 1090.92
Vanguard Information Technology Etf Etf (VGT) 0.3 $3.2M 4.6k 697.78
Agnc Invt Corp Reit (AGNC) 0.3 $3.2M 317k 10.03
Procter & Gamble Stock (PG) 0.2 $3.1M 22k 144.44
Harbor Long-term Growers Etf Etf (WINN) 0.2 $3.1M 110k 27.73
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.2 $3.0M 6.6k 463.22
Ge Aerospace Stock (GE) 0.2 $3.0M 11k 283.76
Ge Vernova Stock (GEV) 0.2 $3.0M 3.5k 873.01
Ishares Bitcoin Trust Etf Etf (IBIT) 0.2 $3.0M 79k 38.42
Netflix Stock (NFLX) 0.2 $3.0M 31k 96.15
Vanguard Growth Etf Etf (VUG) 0.2 $3.0M 6.8k 436.76
Ft Vest Buffered Allocation Growth Etf Etf (BUFG) 0.2 $2.9M 109k 26.86
Ishares Select Dividend Etf Etf (DVY) 0.2 $2.9M 19k 151.41
Tjx Cos Stock (TJX) 0.2 $2.8M 18k 159.70
Mastercard Incorporated Cl A Stock (MA) 0.2 $2.8M 5.6k 499.62
Ppg Inds Stock (PPG) 0.2 $2.7M 26k 106.88
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.2 $2.7M 30k 91.64
Goldman Sachs Group Stock (GS) 0.2 $2.7M 3.2k 846.06
Taiwan Semiconductor Manufact Adr (TSM) 0.2 $2.7M 8.0k 337.97
State Street Energy Select Sector Spdr Etf Etf (XLE) 0.2 $2.7M 44k 61.26
Danaher Corp Del Stock (DHR) 0.2 $2.6M 14k 189.60
Bank Of Amer Corp Stock (BAC) 0.2 $2.6M 54k 48.75
Harbor Dividend Growth Leaders Etf Etf (GDIV) 0.2 $2.6M 157k 16.67
Costco Wholesale Corporation Stock (COST) 0.2 $2.6M 2.6k 996.43
State Street Communication Services Select Sector Spdr Etf Etf (XLC) 0.2 $2.6M 23k 110.86
Moodys Corp Stock (MCO) 0.2 $2.5M 5.8k 436.28
Nextera Energy Stock (NEE) 0.2 $2.5M 27k 92.88
Philip Morris Intl Stock (PM) 0.2 $2.5M 15k 165.34
Ishares Core High Dividend Etf Etf (HDV) 0.2 $2.5M 18k 135.72
Chubb Ltd Switz Stock (CB) 0.2 $2.4M 7.4k 325.92
Vanguard Mid-cap Etf Etf (VO) 0.2 $2.4M 8.4k 287.19
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI) 0.2 $2.4M 106k 22.28
Ishares S&p 500 Value Etf Etf (IVE) 0.2 $2.4M 11k 211.16
Fedex Corp Stock (FDX) 0.2 $2.3M 6.6k 356.16
Ishares 20 Year Treasury Bond Buywrite Strategy Etf Etf (TLTW) 0.2 $2.3M 103k 22.62
Te Connectivity Plc Ord Stock (TEL) 0.2 $2.3M 11k 209.02
First Trust Smith Unconstrained Bond Etf Etf (UCON) 0.2 $2.2M 90k 24.77
Rtx Corporation Stock (RTX) 0.2 $2.2M 11k 192.91
Intercontinental Exchange Stock (ICE) 0.2 $2.2M 14k 157.28
Brown & Brown Stock (BRO) 0.2 $2.1M 33k 65.21
Ishares Biotechnology Etf Etf (IBB) 0.2 $2.1M 13k 168.85
Automatic Data Processing Stock (ADP) 0.2 $2.1M 10k 203.18
State Street Spdr S&p Dividend Etf Etf (SDY) 0.2 $2.1M 15k 145.94
New Mtn Fin Corp Cef (NMFC) 0.2 $2.1M 271k 7.76
Ishares Russell 2000 Etf Etf (IWM) 0.2 $2.1M 8.4k 247.99
Ishares Russell 1000 Growth Etf Etf (IWF) 0.2 $2.1M 4.9k 426.37
Asml Hldg Nv N Y Registry Adr (ASML) 0.2 $2.1M 1.6k 1320.82
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.2 $2.1M 45k 46.19
State Street Health Care Select Sector Spdr Etf Etf (XLV) 0.2 $2.1M 14k 146.61
Pepsico Stock (PEP) 0.2 $2.0M 13k 155.29
Disney Walt Stock (DIS) 0.2 $2.0M 21k 96.38
Cisco Sys Stock (CSCO) 0.2 $2.0M 26k 77.59
Medtronic Stock (MDT) 0.2 $2.0M 23k 86.65
Korn Ferry Stock (KFY) 0.2 $2.0M 31k 62.95
Invesco S&p 500 Garp Etf Etf (SPGP) 0.2 $1.9M 18k 107.62
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.2 $1.9M 34k 56.58
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.2 $1.9M 17k 109.69
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) 0.2 $1.9M 33k 58.18
Marsh & Mclennan Cos Stock (MRSH) 0.2 $1.9M 11k 173.45
Vanguard Financials Etf Etf (VFH) 0.1 $1.9M 15k 120.81
Vanguard Small-cap Growth Etf Etf (VBK) 0.1 $1.8M 6.1k 302.24
Intel Corp Stock (INTC) 0.1 $1.8M 40k 44.13
Conocophillips Stock (COP) 0.1 $1.8M 13k 132.00
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.1 $1.8M 34k 52.56
Citigroup Stock (C) 0.1 $1.8M 16k 113.41
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.1 $1.8M 23k 75.10
Eaton Corp Stock (ETN) 0.1 $1.7M 4.8k 357.69
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY) 0.1 $1.7M 16k 108.98
Newmont Corp Stock (NEM) 0.1 $1.7M 16k 108.25
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $1.7M 26k 64.08
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR) 0.1 $1.7M 30k 55.16
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $1.7M 54k 30.68
Vaneck Alternative Asset Manager Etf Etf (GPZ) 0.1 $1.7M 78k 21.48
Sprott Asset Management Lp Physical Gold An Cef (CEF) 0.1 $1.6M 35k 47.72
First Trust Core Investment Grade Etf Etf (FTCB) 0.1 $1.6M 79k 20.96
Advanced Micro Devices Stock (AMD) 0.1 $1.6M 8.1k 203.42
Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.1 $1.6M 15k 110.47
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.1 $1.6M 29k 55.52
American Tower Corp Reit (AMT) 0.1 $1.6M 9.3k 172.59
Becton Dickinson & Co Stock (BDX) 0.1 $1.6M 10k 157.23
Ishares Gold Trust Etf (IAU) 0.1 $1.6M 18k 88.16
Coca Cola Stock (KO) 0.1 $1.6M 21k 76.05
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.1 $1.6M 19k 82.57
Ishares Core Msci Europe Etf Etf (IEUR) 0.1 $1.6M 22k 70.27
BP Adr (BP) 0.1 $1.5M 33k 47.00
Vanguard Small-cap Etf Etf (VB) 0.1 $1.5M 5.9k 261.91
Centene Corp Del Stock (CNC) 0.1 $1.5M 47k 32.74
Constellation Energy Corp Stock (CEG) 0.1 $1.5M 5.5k 279.27
Amgen Stock (AMGN) 0.1 $1.5M 4.3k 351.83
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.1 $1.5M 26k 56.68
Arista Networks Stock (ANET) 0.1 $1.5M 12k 122.78
State Street Industrial Select Sector Spdr Etf Etf (XLI) 0.1 $1.5M 9.1k 161.72
Astrazeneca Plc Ord Adr (AZN) 0.1 $1.5M 7.5k 197.21
Salesforce Stock (CRM) 0.1 $1.5M 7.9k 186.68
British Amern Tob Adr (BTI) 0.1 $1.5M 25k 58.47
Lowes Cos Stock (LOW) 0.1 $1.5M 6.2k 236.29
Brady Corp Cl A Stock (BRC) 0.1 $1.4M 18k 81.24
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $1.4M 56k 25.64
Comcast Corp New Cl A Stock (CMCSA) 0.1 $1.4M 50k 28.71
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.1 $1.4M 10k 141.41
Bank New York Mellon Corp Stock (BK) 0.1 $1.4M 12k 118.63
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $1.4M 9.5k 146.28
Novartis Adr (NVS) 0.1 $1.4M 9.1k 152.75
Edison Intl Stock (EIX) 0.1 $1.4M 19k 73.18
General Mtrs Stock (GM) 0.1 $1.4M 19k 74.50
Unilever Adr (UL) 0.1 $1.4M 24k 56.97
Stryker Corporation Stock (SYK) 0.1 $1.4M 4.1k 328.59
Amphenol Corp Cl A Stock (APH) 0.1 $1.3M 11k 126.35
Mcdonalds Corp Stock (MCD) 0.1 $1.3M 4.3k 310.78
Ishares Core S&p Us Value Etf Etf (IUSV) 0.1 $1.3M 13k 102.25
Global X Uranium Etf Etf (URA) 0.1 $1.3M 27k 48.43
Cencora Stock (COR) 0.1 $1.3M 4.1k 314.14
Blackrock Stock (BLK) 0.1 $1.3M 1.3k 961.73
First Tr High Yield Opprt 2027 Cef (FTHY) 0.1 $1.3M 95k 13.53
Vanguard Russell 2000 Etf Etf (VTWO) 0.1 $1.3M 13k 100.17
Annaly Capital Management Reit (NLY) 0.1 $1.3M 61k 21.15
Lockheed Martin Corp Stock (LMT) 0.1 $1.3M 2.1k 604.51
Linde Stock (LIN) 0.1 $1.3M 2.5k 495.76
State Street Utilities Select Sector Spdr Etf Etf (XLU) 0.1 $1.3M 27k 45.89
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.1 $1.2M 8.5k 145.74
Pg&e Corp Stock (PCG) 0.1 $1.2M 71k 17.57
Caterpillar Stock (CAT) 0.1 $1.2M 1.8k 708.49
Shell Plc Spon Ads Adr (SHEL) 0.1 $1.2M 13k 93.00
Comfort Sys Usa Stock (FIX) 0.1 $1.2M 887.00 1378.99
Msci Stock (MSCI) 0.1 $1.2M 2.3k 539.01
Nike Inc Cl B Stock (NKE) 0.1 $1.2M 23k 52.82
Waste Mgmt Inc Del Stock (WM) 0.1 $1.2M 5.3k 229.78
Hca Healthcare Stock (HCA) 0.1 $1.2M 2.6k 473.24
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.1 $1.2M 53k 22.91
Servicenow Stock (NOW) 0.1 $1.2M 12k 104.55
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.1 $1.2M 9.4k 128.12
Slb Limited Com Stk Stock (SLB) 0.1 $1.2M 24k 51.39
General Dynamics Corp Stock (GD) 0.1 $1.2M 3.5k 343.19
Phillips 66 Stock (PSX) 0.1 $1.2M 6.6k 182.18
Ishares Msci Eafe Value Etf Etf (EFV) 0.1 $1.2M 16k 74.35
Freeport Mcmoran Inc Cl B Stock (FCX) 0.1 $1.2M 20k 58.78
Ishares Flexible Income Active Etf Etf (BINC) 0.1 $1.1M 22k 51.93
Thermo Fisher Scientific Stock (TMO) 0.1 $1.1M 2.3k 491.49
Lululemon Athletica Stock (LULU) 0.1 $1.1M 7.4k 153.09
Dollar Gen Corp Stock (DG) 0.1 $1.1M 9.5k 118.73
Vertex Pharmaceuticals Stock (VRTX) 0.1 $1.1M 2.5k 446.48
Applied Matls Stock (AMAT) 0.1 $1.1M 3.3k 341.81
Prologis Reit (PLD) 0.1 $1.1M 8.3k 132.18
Vaneck Semiconductor Etf Etf (SMH) 0.1 $1.1M 2.8k 383.40
Williams Cos Stock (WMB) 0.1 $1.1M 15k 72.78
The Cigna Group Stock (CI) 0.1 $1.1M 4.1k 266.75
Uber Technologies Stock (UBER) 0.1 $1.1M 15k 71.93
Synopsys Stock (SNPS) 0.1 $1.1M 2.7k 396.48
Technipfmc Stock (FTI) 0.1 $1.0M 15k 69.13
Axon Enterprise Stock (AXON) 0.1 $1.0M 2.5k 424.69
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.1 $1.0M 4.3k 239.98
Intuitive Surgical Stock (ISRG) 0.1 $1.0M 2.3k 460.95
Vanguard Small Cap Value Etf Etf (VBR) 0.1 $1.0M 4.8k 217.25
Intuit Stock (INTU) 0.1 $1.0M 2.4k 432.34
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP) 0.1 $1.0M 13k 81.98
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $990k 11k 92.74
Colgate Palmolive Stock (CL) 0.1 $987k 12k 85.23
Cme Group Stock (CME) 0.1 $982k 3.3k 295.33
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.1 $981k 8.3k 118.62
Pnc Finl Svcs Group Stock (PNC) 0.1 $969k 4.7k 208.07
Lyondellbasell Industries Nv Shs - A - Stock (LYB) 0.1 $969k 12k 80.56
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $968k 50k 19.30
Dimensional International Core Equity 2 Etf Etf (DFIC) 0.1 $967k 27k 35.53
Ameriprise Finl Stock (AMP) 0.1 $966k 2.2k 444.39
Flexshares Stoxx Global Broad Infrastructure Index Fund Etf (NFRA) 0.1 $964k 15k 63.95
Mckesson Corp Stock (MCK) 0.1 $957k 1.1k 865.58
Elevance Health Inc Formerly A Stock (ELV) 0.1 $953k 3.3k 292.75
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.1 $952k 41k 23.22
Chime Finl Inc Com Shs Cl A Stock (CHYM) 0.1 $946k 51k 18.73
Pacer Us Small Cap Cash Cows Etf Etf (CALF) 0.1 $933k 21k 44.87
Cummins Stock (CMI) 0.1 $931k 1.7k 538.15
Gilead Sciences Stock (GILD) 0.1 $925k 6.6k 139.38
Starbucks Corp Stock (SBUX) 0.1 $907k 10k 89.59
Ishares Russell Midcap Etf Etf (IWR) 0.1 $901k 9.3k 97.22
Toll Brothers Stock (TOL) 0.1 $900k 6.6k 136.47
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH) 0.1 $898k 40k 22.43
Imperial Oil Stock (IMO) 0.1 $898k 6.9k 130.81
Sherwin Williams Stock (SHW) 0.1 $896k 2.8k 320.60
Wheaton Precious Metals Corp Stock (WPM) 0.1 $896k 6.8k 131.01
Qnity Electronics Stock (Q) 0.1 $881k 7.6k 115.38
Allstate Corp Stock (ALL) 0.1 $871k 4.2k 207.34
Expedia Group Stock (EXPE) 0.1 $871k 3.8k 230.92
Oneok Stock (OKE) 0.1 $866k 9.6k 90.39
Ishares Msci Acwi Etf Etf (ACWI) 0.1 $863k 6.2k 138.37
Ishares Msci Eafe Growth Etf Etf (EFG) 0.1 $861k 7.7k 111.37
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.1 $858k 11k 79.27
Adobe Stock (ADBE) 0.1 $858k 3.5k 243.09
Boston Scientific Corp Stock (BSX) 0.1 $854k 14k 62.75
Spotify Technology S A Stock (SPOT) 0.1 $848k 1.7k 484.91
Hunt J B Trans Svcs Stock (JBHT) 0.1 $840k 4.0k 211.90
Ishares Msci Eafe Etf Etf (EFA) 0.1 $837k 8.6k 97.12
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $836k 11k 77.11
Us Bancorp Stock (USB) 0.1 $836k 16k 52.01
Weyerhaeuser Reit (WY) 0.1 $835k 34k 24.43
Fomento Economico Mexicano S A Spon Adr Units Adr (FMX) 0.1 $834k 7.5k 111.06
Alibaba Group Hldg Adr (BABA) 0.1 $829k 6.6k 125.46
Workday Inc Cl A Stock (WDAY) 0.1 $828k 6.4k 129.92
Exelon Corp Stock (EXC) 0.1 $818k 17k 49.02
Western Digital Corp Stock (WDC) 0.1 $816k 3.0k 270.49
Ishares Mbs Etf Etf (MBB) 0.1 $814k 8.6k 94.95
Unitedhealth Group Stock (UNH) 0.1 $813k 3.0k 270.61
Enterprise Prods Partners Stock (EPD) 0.1 $808k 21k 37.84
3M Stock (MMM) 0.1 $804k 5.5k 145.23
Ishares U.s. Thematic Rotation Active Etf Etf (THRO) 0.1 $798k 22k 36.22
Transdigm Group Stock (TDG) 0.1 $798k 688.00 1159.17
Bahl & Gaynor Small/mid Cap Income Growth Etf Etf (SMIG) 0.1 $796k 27k 29.35
Zoom Communications Inc Cl A Stock (ZM) 0.1 $795k 9.9k 80.39
Regeneron Pharmaceuticals Stock (REGN) 0.1 $793k 1.0k 772.64
American Express Stock (AXP) 0.1 $793k 2.6k 302.43
Kkr & Co Stock (KKR) 0.1 $791k 8.6k 92.50
Dimensional Us Core Equity Market Etf Etf (DFAU) 0.1 $783k 17k 45.12
Ishares U.s. Regional Banks Etf Etf (IAT) 0.1 $781k 15k 53.84
Ciena Corp Stock (CIEN) 0.1 $779k 2.0k 388.23
Consolidated Edison Stock (ED) 0.1 $775k 6.8k 113.18
Incyte Corp Stock (INCY) 0.1 $768k 8.2k 94.12
Ft Vest U.s. Equity Buffer Fund - May Etf (FMAY) 0.1 $768k 15k 52.80
Boeing Stock (BA) 0.1 $761k 3.8k 199.04
D R Horton Stock (DHI) 0.1 $748k 5.5k 137.22
Otis Worldwide Corp Stock (OTIS) 0.1 $744k 9.7k 77.08
Public Svc Enterprise Group Stock (PEG) 0.1 $742k 9.2k 80.95
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $737k 13k 57.64
Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $733k 3.7k 198.29
Crh Plc Ord Stock (CRH) 0.1 $730k 6.9k 105.12
Travelers Companies Stock (TRV) 0.1 $721k 2.5k 291.69
Labcorp Holdings Stock (LH) 0.1 $721k 2.7k 266.84
State Street Materials Select Sector Spdr Etf Etf (XLB) 0.1 $719k 14k 49.97
Airbnb Inc Com Cl A Stock (ABNB) 0.1 $718k 5.7k 126.28
American Elec Pwr Stock (AEP) 0.1 $708k 5.4k 131.07
Ishares Russell 1000 Etf Etf (IWB) 0.1 $707k 2.0k 356.48
Cvs Health Corp Stock (CVS) 0.1 $707k 9.8k 71.82
Qualcomm Stock (QCOM) 0.1 $705k 5.5k 128.79
Ishares U.s. Home Construction Etf Etf (ITB) 0.1 $703k 7.8k 90.55
Ishares A.i. Innovation And Tech Active Etf Etf (BAI) 0.1 $701k 21k 32.95
Delta Air Lines Stock (DAL) 0.1 $700k 11k 66.48
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $700k 1.8k 390.41
Willis Towers Watson Stock (WTW) 0.1 $698k 2.4k 290.70
Verizon Communications Stock (VZ) 0.1 $686k 14k 50.20
C H Robinson Worldwide In Stock (CHRW) 0.1 $684k 4.1k 166.07
Capital Group Growth Etf Etf (CGGR) 0.1 $677k 17k 40.19
Vanguard Russell 1000 Value Etf Etf (VONV) 0.1 $675k 7.2k 93.74
Trane Technologies Stock (TT) 0.1 $675k 1.6k 416.81
Corning Stock (GLW) 0.1 $670k 4.9k 135.97
Omnicom Group Stock (OMC) 0.1 $670k 8.9k 75.31
Universal Hlth Svcs Inc Cl B Stock (UHS) 0.1 $666k 3.7k 178.97
Citizens Finl Group Stock (CFG) 0.1 $665k 11k 59.97
Dimensional U.s. Small Cap Etf Etf (DFAS) 0.1 $662k 9.3k 71.13
Schwab Charles Corp Stock (SCHW) 0.1 $662k 7.0k 93.99
Franco Nev Corp Stock (FNV) 0.1 $661k 2.7k 247.05
Halliburton Stock (HAL) 0.1 $661k 17k 38.99
Charter Communications Inc Cl A Stock (CHTR) 0.1 $660k 3.1k 215.88
Booking Holdings Stock (BKNG) 0.1 $658k 156.00 4216.72
Fair Isaac Corp Stock (FICO) 0.1 $657k 615.00 1067.54
Ishares Expanded Tech Sector Etf Etf (IGM) 0.1 $656k 5.5k 118.51
Ecolab Stock (ECL) 0.1 $654k 2.5k 266.01
First Trust Ultra Short Duration Municipal Etf Etf (FUMB) 0.1 $649k 32k 20.05
Teradyne Stock (TER) 0.1 $649k 2.2k 296.46
Krystal Biotech Stock (KRYS) 0.1 $649k 2.5k 258.32
Emcor Group Stock (EME) 0.1 $639k 866.00 738.31
United Airls Hldgs Stock (UAL) 0.1 $638k 6.9k 92.07
Ametek Stock (AME) 0.1 $630k 2.9k 214.36
Haleon Plc Spon Ads Adr (HLN) 0.1 $630k 63k 10.01
Fifth Third Bancorp Stock (FITB) 0.1 $629k 14k 46.46
Schwab International Equity Etf Etf (SCHF) 0.1 $629k 25k 24.75
Oreilly Automotive Stock (ORLY) 0.0 $621k 6.7k 92.31
International Flavors&fragranc Stock (IFF) 0.0 $620k 8.6k 72.55
Sprott Silver Miners & Physical Silver Etf Silver Miners Etf Etf (SLVR) 0.0 $620k 11k 59.18
First Trust Mid Cap Growth Alphadex Fund Etf (FNY) 0.0 $620k 6.9k 90.48
Parker-hannifin Corp Stock (PH) 0.0 $605k 676.00 895.27
Compass Inc Cl A Stock (COMP) 0.0 $603k 83k 7.31
Rollins Stock (ROL) 0.0 $598k 11k 53.41
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $596k 7.2k 82.76
Fiserv Stock (FISV) 0.0 $586k 11k 55.80
Grayscale Bitcoin Trust Etf Etf (GBTC) 0.0 $583k 11k 52.76
Vertiv Holdings Co Com Cl A Stock (VRT) 0.0 $581k 2.3k 250.62
Vaneck Gold Miners Etf Etf (GDX) 0.0 $579k 6.3k 91.76
Ishares Large Cap Core Active Etf Etf (BLCR) 0.0 $566k 14k 41.06
Sandisk Corp Stock (SNDK) 0.0 $564k 887.00 635.34
Lennar Corp Cl A Stock (LEN) 0.0 $558k 6.4k 86.84
Rocket Lab Corp Stock (RKLB) 0.0 $558k 8.7k 64.22
Southern Stock (SO) 0.0 $557k 5.8k 96.51
Tyson Foods Inc Cl A Stock (TSN) 0.0 $557k 8.7k 64.07
Nov Stock (NOV) 0.0 $556k 30k 18.81
Allspring Special Large Value Etf Etf (ASLV) 0.0 $554k 20k 27.81
United Parcel Svcs Inc Cl B Stock (UPS) 0.0 $553k 5.6k 98.38
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.0 $552k 12k 45.65
Fastenal Stock (FAST) 0.0 $550k 12k 46.40
Lam Research Corp Stock (LRCX) 0.0 $548k 2.6k 213.69
Rockwell Automation Stock (ROK) 0.0 $544k 1.5k 358.78
Ft Vest Laddered Nasdaq Buffer Etf Etf (BUFQ) 0.0 $540k 15k 35.32
Bondbloxx Bloomberg Ten Year Target Duration Us Treasury Etf Etf (XTEN) 0.0 $537k 12k 45.86
Expeditors Intl Wash Stock (EXPD) 0.0 $536k 3.7k 143.23
Pfizer Stock (PFE) 0.0 $532k 19k 28.08
Ishares Core International Aggregate Bond Etf Etf (IAGG) 0.0 $531k 11k 50.04
Northrop Grumman Corp Stock (NOC) 0.0 $529k 775.00 682.14
Hasbro Stock (HAS) 0.0 $524k 5.6k 93.60
Kinder Morgan Inc Del Stock (KMI) 0.0 $523k 16k 33.53
Old Dominion Freight Line Stock (ODFL) 0.0 $522k 2.7k 195.40
Cadence Design System Stock (CDNS) 0.0 $517k 1.9k 277.92
Barrick Mng Corp Stock (B) 0.0 $515k 13k 40.79
Palo Alto Networks Stock (PANW) 0.0 $513k 3.2k 160.32
New York Times Co Mtn Be Cl A Stock (NYT) 0.0 $510k 6.1k 83.73
Devon Energy Corp Stock (DVN) 0.0 $509k 10k 50.32
Fidelity Natl Information Svcs Stock (FIS) 0.0 $509k 11k 46.91
Snowflake Stock (SNOW) 0.0 $506k 3.4k 150.80
Tapestry Stock (TPR) 0.0 $504k 3.6k 141.11
Flexshares High Yield Value-scored Bond Index Fund Etf (HYGV) 0.0 $503k 13k 40.06
Dow Hldgs Stock (DOW) 0.0 $502k 12k 41.65
Veralto Corp Stock (VLTO) 0.0 $500k 5.7k 88.42
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 0.0 $500k 2.3k 215.99
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.0 $493k 4.2k 118.46
Analog Devices Stock (ADI) 0.0 $492k 1.5k 318.14
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.0 $490k 5.2k 94.25
Fortinet Stock (FTNT) 0.0 $485k 5.9k 81.72
Burlington Stores Stock (BURL) 0.0 $485k 1.5k 325.38
Johnson Ctls Intl Stock (JCI) 0.0 $482k 3.7k 130.95
Ishares National Muni Bond Etf Etf (MUB) 0.0 $482k 4.5k 106.14
Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $482k 2.8k 174.61
Global X Nasdaq 100 Covered Call Etf Etf (QYLD) 0.0 $481k 28k 17.15
Keysight Technologies Stock (KEYS) 0.0 $476k 1.7k 282.37
Masco Corp Stock (MAS) 0.0 $472k 7.8k 60.37
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.0 $470k 9.4k 49.89
Mueller Inds Stock (MLI) 0.0 $467k 4.2k 110.80
Mastec Stock (MTZ) 0.0 $466k 1.4k 321.74
Carrier Global Corporation Stock (CARR) 0.0 $465k 8.3k 56.31
Amrize Stock (AMRZ) 0.0 $464k 8.3k 56.02
Occidental Pete Corp Stock (OXY) 0.0 $464k 7.1k 65.00
Welltower Reit (WELL) 0.0 $457k 2.3k 197.71
Ambev Sa Adr (ABEV) 0.0 $456k 156k 2.92
Canadian Pacific Kansas City Stock (CP) 0.0 $455k 5.8k 78.66
Lamar Advertising Co Cl A Reit (LAMR) 0.0 $455k 3.6k 126.65
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.0 $448k 4.4k 100.72
Baker Hughes Company Cl A Stock (BKR) 0.0 $446k 7.3k 61.05
Nutrien Stock (NTR) 0.0 $445k 5.9k 75.46
Alcoa Corp Stock (AA) 0.0 $444k 6.7k 66.33
Paychex Stock (PAYX) 0.0 $441k 4.8k 92.12
Cardinal Health Stock (CAH) 0.0 $441k 2.1k 211.31
Monster Beverage Corp Stock (MNST) 0.0 $440k 6.1k 72.46
Illumina Stock (ILMN) 0.0 $440k 3.6k 123.26
Ishares U.s. Insurance Etf Etf (IAK) 0.0 $440k 3.4k 128.31
Medpace Hldgs Stock (MEDP) 0.0 $436k 907.00 480.19
Prudential Finl Stock (PRU) 0.0 $434k 4.4k 97.69
United Rentals Stock (URI) 0.0 $433k 595.00 728.19
Huntington Ingalls Inds Stock (HII) 0.0 $433k 1.1k 379.90
Deere & Co Stock (DE) 0.0 $432k 766.00 563.44
At&t Stock (T) 0.0 $431k 15k 28.99
Global X Defense Tech Etf Etf (SHLD) 0.0 $431k 6.1k 70.84
Ishares U.s. Technology Etf Etf (IYW) 0.0 $430k 2.4k 181.39
Amkor Technology Stock (AMKR) 0.0 $429k 9.5k 45.03
Expand Energy Corporation Stock (EXE) 0.0 $429k 3.9k 109.78
Hilton Worldwide Hldgs Stock (HLT) 0.0 $427k 1.4k 304.08
Evercore Inc Class A Stock (EVR) 0.0 $425k 1.4k 298.56
Natera Stock (NTRA) 0.0 $425k 2.1k 199.99
Bio Rad Labs Inc Cl A Stock (BIO) 0.0 $424k 1.5k 278.75
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $424k 2.9k 144.73
Texas Pacific Land Corporation Stock (TPL) 0.0 $422k 890.00 474.53
Evergy Stock (EVRG) 0.0 $422k 5.1k 81.92
Fidelity Natl Finl Stock (FNF) 0.0 $420k 9.1k 46.38
Nucor Corp Stock (NUE) 0.0 $419k 2.5k 169.07
Dimensional International Core Equity Market Etf Etf (DFAI) 0.0 $418k 11k 38.96
First Trust Cloud Computing Etf Etf (SKYY) 0.0 $418k 3.8k 109.35
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.0 $417k 8.6k 48.32
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) 0.0 $417k 5.3k 78.77
Atmos Energy Corp Stock (ATO) 0.0 $413k 2.2k 184.72
Truist Finl Corp Stock (TFC) 0.0 $412k 9.0k 45.97
Marketaxess Hldgs Stock (MKTX) 0.0 $410k 2.5k 164.98
L3harris Technologies Stock (LHX) 0.0 $410k 1.2k 345.28
Curtiss Wright Corp Stock (CW) 0.0 $408k 599.00 681.12
Blackrock Res & Commodities St Cef (BCX) 0.0 $407k 34k 12.05
Old Rep Intl Corp Stock (ORI) 0.0 $407k 10k 39.90
Borgwarner Stock (BWA) 0.0 $406k 7.5k 54.26
Extra Space Storage Reit (EXR) 0.0 $405k 3.1k 131.13
Altria Group Stock (MO) 0.0 $404k 6.1k 65.99
Textron Stock (TXT) 0.0 $403k 4.6k 87.56
Yum Brands Stock (YUM) 0.0 $402k 2.6k 155.48
Invesco Stock (IVZ) 0.0 $402k 17k 24.29
Gartner Stock (IT) 0.0 $401k 2.5k 158.34
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $400k 1.0k 391.76
Vanguard Ftse Pacific Etf Etf (VPL) 0.0 $392k 4.0k 97.73
Ishares Aaa Clo Active Etf Etf (CLOA) 0.0 $391k 7.5k 51.83
Republic Svcs Stock (RSG) 0.0 $391k 1.8k 219.02
Lloyds Banking Group Adr (LYG) 0.0 $390k 78k 5.03
Equinix Reit (EQIX) 0.0 $390k 398.00 980.24
Valero Energy Corp Stock (VLO) 0.0 $387k 1.6k 247.05
Itt Stock (ITT) 0.0 $387k 2.0k 190.51
Goldman Sachs Equal Weight U.s. Large Cap Equity Etf Etf (GSEW) 0.0 $387k 4.6k 84.66
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN) 0.0 $387k 6.8k 56.50
Target Corp Stock (TGT) 0.0 $386k 3.2k 121.19
Janus Henderson Group Plc Ord Stock (JHG) 0.0 $383k 7.5k 51.37
Vulcan Matls Stock (VMC) 0.0 $382k 1.4k 272.34
Ralph Lauren Corp Cl A Stock (RL) 0.0 $382k 1.1k 344.07
Duke Energy Corp Stock (DUK) 0.0 $382k 2.9k 130.93
Akamai Technologies Stock (AKAM) 0.0 $381k 3.3k 114.85
Transocean Ltd Registered Stock (RIG) 0.0 $381k 57k 6.63
Marathon Pete Corp Stock (MPC) 0.0 $380k 1.6k 244.20
Cameco Corp Stock (CCJ) 0.0 $380k 3.5k 108.61
Ishares U.s. Energy Etf Etf (IYE) 0.0 $379k 5.9k 64.78
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.0 $379k 3.5k 108.98
Ishares Msci Emerging Markets Asia Etf Etf (EEMA) 0.0 $378k 3.9k 95.73
Relx Adr (RELX) 0.0 $378k 11k 33.15
Ipg Photonics Corp Stock (IPGP) 0.0 $376k 3.3k 114.59
Omega Healthcare Invs Reit (OHI) 0.0 $375k 8.6k 43.82
Global X S&p 500 Covered Call Etf Etf (XYLD) 0.0 $374k 9.6k 39.13
Teva Pharmaceutical Inds Adr (TEVA) 0.0 $370k 12k 30.12
Equity Residential Sh Ben Int Reit (EQR) 0.0 $369k 6.2k 59.15
Broadridge Finl Solutions Stock (BR) 0.0 $369k 2.3k 162.48
Dominion Energy Stock (D) 0.0 $368k 5.9k 61.82
Ishares Ethereum Trust Etf Etf (ETHA) 0.0 $360k 23k 15.83
T-mobile Us Stock (TMUS) 0.0 $359k 1.7k 210.07
Ishares International Country Rotation Active Etf Etf (CORO) 0.0 $359k 11k 32.15
Vanguard Consumer Staples Etf Etf (VDC) 0.0 $358k 1.6k 224.55
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.0 $357k 5.7k 62.45
Wesco Intl Stock (WCC) 0.0 $353k 1.3k 273.53
Ishares Defense Industrials Active Etf Etf (IDEF) 0.0 $352k 11k 32.72
Diageo Adr (DEO) 0.0 $352k 4.7k 74.45
Abbott Laboratories Stock (ABT) 0.0 $352k 3.4k 102.68
Apollo Global Mgmt Stock (APO) 0.0 $352k 3.2k 111.42
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $351k 5.0k 70.18
Stifel Finl Corp Stock (SF) 0.0 $350k 4.7k 73.92
Autozone Stock (AZO) 0.0 $348k 103.00 3377.78
Ishares Ibonds Dec 2029 Term Treasury Etf Etf (IBTJ) 0.0 $348k 16k 21.84
United States Antimony Corp Stock (UAMY) 0.0 $347k 40k 8.73
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $345k 6.5k 53.22
Corteva Stock (CTVA) 0.0 $345k 4.1k 83.71
Globe Life Stock (GL) 0.0 $344k 2.5k 139.17
Noble Corp Plc Ord Shs A Stock (NE) 0.0 $343k 7.0k 49.07
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV) 0.0 $343k 3.1k 110.40
Xylem Stock (XYL) 0.0 $342k 2.9k 119.50
Marvell Technology Stock (MRVL) 0.0 $340k 3.4k 99.06
Eqt Corp Stock (EQT) 0.0 $339k 5.3k 63.64
Mercadolibre Stock (MELI) 0.0 $339k 196.00 1729.02
Cbre Group Inc Cl A Stock (CBRE) 0.0 $339k 2.5k 135.46
Ashland Stock (ASH) 0.0 $338k 6.1k 55.61
Ventas Reit (VTR) 0.0 $338k 4.1k 81.78
Biogen Stock (BIIB) 0.0 $336k 1.8k 183.33
BXP Reit (BXP) 0.0 $334k 6.4k 51.90
Emerson Elec Stock (EMR) 0.0 $333k 2.5k 131.01
Bain Cap Specialty Fin Inc Com Stk Cef (BCSF) 0.0 $333k 27k 12.40
Viking Holdings Ltd Ord Stock (VIK) 0.0 $330k 4.5k 73.48
Peapack-gladstone Finl Corp Stock (PGC) 0.0 $329k 9.4k 35.21
Crown Hldgs Stock (CCK) 0.0 $328k 3.3k 100.24
Pulte Group Stock (PHM) 0.0 $324k 2.8k 117.61
Ishares Morningstar Small Cap Value Etf Etf (ISCV) 0.0 $323k 4.6k 69.51
Sysco Corp Stock (SYY) 0.0 $323k 4.5k 71.33
Iqvia Hldgs Stock (IQV) 0.0 $321k 1.9k 170.54
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.0 $320k 5.4k 59.03
First Trust Tactical High Yield Etf Etf (HYLS) 0.0 $320k 7.9k 40.57
Deckers Outdoor Corp Stock (DECK) 0.0 $319k 3.2k 100.09
Arbor Realty Trust Reit (ABR) 0.0 $318k 41k 7.71
Itau Unibanco Hldg S A Spon Adr Rep P Adr (ITUB) 0.0 $318k 38k 8.38
Carmax Stock (KMX) 0.0 $318k 7.6k 41.58
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $316k 1.0k 313.72
Hartford Insurance Group Stock (HIG) 0.0 $316k 2.3k 135.20
Tenet Healthcare Corp Stock (THC) 0.0 $315k 1.7k 188.71
Cooper Cos Stock (COO) 0.0 $314k 4.4k 71.50
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $313k 3.6k 86.68
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM) 0.0 $311k 6.7k 46.70
Toro Stock (TTC) 0.0 $310k 3.3k 93.44
Five Below Stock (FIVE) 0.0 $310k 1.4k 228.48
General Mills Stock (GIS) 0.0 $309k 8.3k 37.22
Waters Corp Stock (WAT) 0.0 $309k 1.0k 297.80
Texas Roadhouse Stock (TXRH) 0.0 $308k 1.9k 165.14
Fortive Corp Stock (FTV) 0.0 $308k 5.6k 55.28
Aon Plc Shs Cl A Stock (AON) 0.0 $307k 951.00 322.78
Tradeweb Mkts Inc Cl A Stock (TW) 0.0 $307k 2.6k 117.66
Avantis Emerging Markets Equity Etf Etf (AVEM) 0.0 $307k 3.8k 80.57
Ford Mtr Stock (F) 0.0 $306k 27k 11.54
Popular Stock (BPOP) 0.0 $303k 2.3k 134.17
Draftkings Inc New Com Cl A Stock (DKNG) 0.0 $302k 14k 21.62
Nxp Semiconductors N V Stock (NXPI) 0.0 $299k 1.5k 196.86
Owens Corning Stock (OC) 0.0 $297k 2.7k 108.22
Las Vegas Sands Corp Stock (LVS) 0.0 $295k 5.5k 53.88
Paypal Hldgs Stock (PYPL) 0.0 $295k 6.5k 45.23
Howmet Aerospace Stock (HWM) 0.0 $295k 1.3k 230.47
Kla Corp Stock (KLAC) 0.0 $294k 200.00 1469.90
Ishares Global Comm Services Etf Etf (IXP) 0.0 $294k 2.6k 114.84
Us Foods Hldg Corp Stock (USFD) 0.0 $293k 3.2k 92.21
Ishares Msci Intl Value Factor Etf Etf (IVLU) 0.0 $293k 7.4k 39.68
Synchrony Financial Stock (SYF) 0.0 $292k 4.3k 68.02
Bce Stock (BCE) 0.0 $292k 12k 25.24
Microchip Technology Stock (MCHP) 0.0 $292k 4.5k 64.61
Ishares Msci Emerging Markets Etf Etf (EEM) 0.0 $289k 5.1k 56.79
Neurocrine Biosciences Stock (NBIX) 0.0 $289k 2.2k 131.74
Woodward Stock (WWD) 0.0 $288k 804.00 357.92
Keurig Dr Pepper Stock (KDP) 0.0 $287k 11k 26.33
Fidelity Enhanced Large Cap Growth Etf Etf (FELG) 0.0 $287k 7.6k 37.49
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.0 $286k 3.7k 77.18
Ishares Long-term National Muni Bond Etf Etf (LMUB) 0.0 $283k 5.7k 49.93
Ishares Russell Top 200 Growth Etf Etf (IWY) 0.0 $283k 1.1k 248.84
Tg Therapeutics Stock (TGTX) 0.0 $282k 8.5k 33.22
Federal Rlty Invt Tr New Sh Ben Int Reit (FRT) 0.0 $282k 2.7k 106.21
Vanguard Industrials Etf Etf (VIS) 0.0 $281k 899.00 312.39
Veeva Sys Inc Cl A Stock (VEEV) 0.0 $280k 1.6k 175.66
Dupont De Nemours Stock (DD) 0.0 $280k 6.1k 45.80
Ross Stores Stock (ROST) 0.0 $280k 1.3k 216.69
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) 0.0 $279k 4.1k 68.47
Digitalocean Hldgs Stock (DOCN) 0.0 $277k 3.2k 85.78
Mongodb Inc Cl A Stock (MDB) 0.0 $277k 1.1k 244.77
Targa Res Corp Stock (TRGP) 0.0 $277k 1.1k 250.72
Tractor Supply Stock (TSCO) 0.0 $277k 6.1k 45.30
Reinsurance Group Amer Stock (RGA) 0.0 $276k 1.4k 204.16
Apa Corporation Stock (APA) 0.0 $275k 6.5k 42.44
Carlyle Secured Lending Cef (CGBD) 0.0 $274k 25k 10.94
Dover Corp Stock (DOV) 0.0 $272k 1.3k 208.45
Aercap Holdings Nv Stock (AER) 0.0 $271k 2.0k 137.18
Hewlett Packard Enterprise Stock (HPE) 0.0 $271k 11k 23.81
Chipotle Mexican Grill Stock (CMG) 0.0 $271k 8.4k 32.01
Fidelity Enhanced Mid Cap Etf Etf (FMDE) 0.0 $270k 7.5k 35.96
Nutanix Inc Cl A Stock (NTNX) 0.0 $270k 7.1k 38.01
Dimensional International High Profitability Etf Etf (DIHP) 0.0 $269k 8.4k 32.22
Connectone Bancorp Stock (CNOB) 0.0 $268k 10k 26.77
Ishares Msci China A Etf Etf (CNYA) 0.0 $267k 7.8k 34.18
Ulta Beauty Stock (ULTA) 0.0 $267k 510.00 522.71
Capital Group Global Growth Equity Etf Etf (CGGO) 0.0 $266k 8.0k 33.37
Avantis International Equity Etf Etf (AVDE) 0.0 $266k 3.1k 84.83
Putnam Focused Large Cap Value Etf Etf (PVAL) 0.0 $265k 5.7k 46.40
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) 0.0 $264k 5.8k 45.26
Regal Rexnord Corporation Stock (RRX) 0.0 $263k 1.4k 187.26
Affiliated Managers Group Stock (AMG) 0.0 $263k 949.00 276.74
Grab Holdings Limited Class A Ord Stock (GRAB) 0.0 $261k 71k 3.66
Ishares Msci Japan Etf Etf (EWJ) 0.0 $259k 3.1k 84.44
Firstenergy Corp Stock (FE) 0.0 $259k 5.1k 50.66
Eversource Energy Stock (ES) 0.0 $259k 3.7k 69.28
Nu Hldgs Ltd Ord Shs Cl A Stock (NU) 0.0 $258k 18k 14.37
Ishares S&p 100 Etf Etf (OEF) 0.0 $257k 807.00 318.07
Southwest Airls Stock (LUV) 0.0 $256k 6.8k 37.57
Waystar Hldg Corp Stock (WAY) 0.0 $254k 11k 24.11
Ameren Corp Stock (AEE) 0.0 $252k 2.3k 109.92
Take-two Interactive Software Stock (TTWO) 0.0 $252k 1.3k 197.50
Ishares Morningstar Mid-cap Value Etf Etf (IMCV) 0.0 $252k 3.0k 84.79
Prosperity Bancshares Stock (PB) 0.0 $249k 3.7k 67.18
Ge Healthcare Technologies Stock (GEHC) 0.0 $249k 3.5k 71.18
Norfolk Southn Corp Stock (NSC) 0.0 $249k 867.00 287.12
Coterra Energy Stock (CTRA) 0.0 $247k 7.0k 35.14
Best Buy Stock (BBY) 0.0 $247k 3.8k 64.20
Match Group Stock (MTCH) 0.0 $246k 8.0k 30.71
Applied Indl Technologies Stock (AIT) 0.0 $246k 928.00 265.32
Baxter Intl Stock (BAX) 0.0 $246k 15k 16.80
Dell Technologies Inc Cl C Stock (DELL) 0.0 $244k 1.5k 164.16
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $243k 4.5k 54.04
Atlassian Corporation Cl A Stock (TEAM) 0.0 $243k 3.6k 68.25
Doubleline Shiller Cape U.s. Equities Etf Etf (CAPE) 0.0 $242k 7.9k 30.85
Equifax Stock (EFX) 0.0 $242k 1.3k 180.07
Teledyne Technologies Stock (TDY) 0.0 $242k 400.00 605.01
Exelixis Stock (EXEL) 0.0 $241k 5.6k 42.89
Albemarle Corp Stock (ALB) 0.0 $239k 1.3k 179.53
Nasdaq Stock (NDAQ) 0.0 $238k 2.8k 84.89
Electronic Arts Stock (EA) 0.0 $237k 1.2k 203.92
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.0 $237k 2.4k 100.66
Avantis U.s. Equity Etf Etf (AVUS) 0.0 $236k 2.1k 111.17
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL) 0.0 $236k 3.1k 75.65
Global X U.s. Infrastructure Development Etf Etf (PAVE) 0.0 $236k 4.6k 50.81
Eog Res Stock (EOG) 0.0 $235k 1.6k 144.57
Fidelity Ethereum Fund Etf Etf (FETH) 0.0 $235k 11k 20.88
Royal Bk Cda Stock (RY) 0.0 $234k 1.4k 161.78
Agilent Technologies Stock (A) 0.0 $233k 2.0k 113.99
Cms Energy Corp Stock (CMS) 0.0 $233k 3.0k 77.59
Datadog Inc Cl A Stock (DDOG) 0.0 $232k 2.0k 118.06
Manhattan Associates Stock (MANH) 0.0 $231k 1.7k 133.12
Dte Energy Stock (DTE) 0.0 $229k 1.6k 146.22
New Jersey Res Corp Stock (NJR) 0.0 $229k 4.2k 54.92
Verisign Stock (VRSN) 0.0 $227k 913.00 248.36
Mohawk Inds Stock (MHK) 0.0 $225k 2.3k 98.46
Constellation Brands Inc Cl A Stock (STZ) 0.0 $225k 1.5k 150.00
Rocket Cos Inc Com Cl A Stock (RKT) 0.0 $224k 16k 14.25
Avalonbay Cmntys Reit (AVB) 0.0 $224k 1.4k 163.35
Sonoco Prods Stock (SON) 0.0 $223k 4.1k 54.09
Ryan Specialty Holdings Inc Cl A Stock (RYAN) 0.0 $222k 6.6k 33.74
Vontier Corporation Stock (VNT) 0.0 $222k 6.3k 35.47
Avery Dennison Corp Stock (AVY) 0.0 $222k 1.3k 172.68
Coca Cola Cons Stock (COKE) 0.0 $221k 1.2k 191.74
Sentinelone Inc Cl A Stock (S) 0.0 $221k 17k 12.88
Jefferies Financial Group Stock (JEF) 0.0 $221k 5.4k 41.27
Ball Corp Stock (BALL) 0.0 $221k 3.7k 59.11
Vanguard Long-term Treasury Etf Etf (VGLT) 0.0 $220k 4.0k 55.35
Autodesk Stock (ADSK) 0.0 $220k 917.00 239.40
Invesco S&p 500 Momentum Etf Etf (SPMO) 0.0 $218k 1.9k 112.11
Packaging Corp Amer Stock (PKG) 0.0 $217k 1.0k 212.22
Air Products And Chemicals Stock (APD) 0.0 $216k 742.00 290.49
Lincoln Elec Hldgs Stock (LECO) 0.0 $215k 864.00 249.08
Vanguard Mid-cap Growth Etf Etf (VOT) 0.0 $215k 836.00 257.27
Onto Innovation Stock (ONTO) 0.0 $215k 1.0k 204.98
Illinois Tool Wks Stock (ITW) 0.0 $214k 822.00 260.29
Cirrus Logic Stock (CRUS) 0.0 $214k 1.5k 144.62
Principal Financial Group Stock (PFG) 0.0 $214k 2.4k 90.11
Steel Dynamics Stock (STLD) 0.0 $213k 1.2k 180.00
Vici Pptys Reit (VICI) 0.0 $212k 7.8k 27.32
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG) 0.0 $212k 9.3k 22.91
Topbuild Cor Stock (BLD) 0.0 $212k 604.00 351.30
Host Hotels & Resorts Reit (HST) 0.0 $211k 11k 19.16
Gap Stock (GAP) 0.0 $211k 8.7k 24.20
Price T Rowe Group Stock (TROW) 0.0 $211k 2.3k 90.13
Align Technology Stock (ALGN) 0.0 $211k 1.2k 171.43
Cintas Corp Stock (CTAS) 0.0 $210k 1.2k 169.16
Alamos Gold Inc Com Cl A Stock (AGI) 0.0 $210k 4.7k 44.43
Celldex Therapeutics Stock (CLDX) 0.0 $210k 6.6k 31.72
Motorola Solutions Stock (MSI) 0.0 $208k 480.00 433.72
Aramark Stock (ARMK) 0.0 $207k 5.1k 40.54
Ishares Msci Saudi Arabia Etf Etf (KSA) 0.0 $206k 5.2k 39.75
Pinnacle Finl Partners Stock (PNFP) 0.0 $205k 2.4k 86.14
Ark Innovation Etf Etf (ARKK) 0.0 $205k 3.0k 67.59
Ishares Systematic Bond Etf Etf (SYSB) 0.0 $205k 2.3k 89.00
MKS Stock (MKSI) 0.0 $204k 888.00 229.81
Csx Corp Stock (CSX) 0.0 $204k 5.0k 41.05
Resmed Stock (RMD) 0.0 $204k 908.00 224.48
Ft Vest U.s. Equity Buffer Etf - July Etf (FJUL) 0.0 $204k 3.7k 54.72
Northern Tr Corp Stock (NTRS) 0.0 $204k 1.5k 139.56
Lpl Finl Hldgs Stock (LPLA) 0.0 $203k 676.00 300.85
Champion Homes Stock (SKY) 0.0 $203k 2.7k 74.37
Invesco S&p Global Water Index Etf Etf (CGW) 0.0 $203k 3.2k 63.93
Paccar Stock (PCAR) 0.0 $201k 1.7k 115.50
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL) 0.0 $201k 3.3k 60.13
Axis Cap Hldgs Stock (AXS) 0.0 $200k 2.0k 101.41
Invesco Preferred Etf Etf (PGX) 0.0 $200k 18k 10.88
Kenvue Stock (KVUE) 0.0 $197k 11k 17.24
Cnh Indl N V Stock (CNH) 0.0 $190k 17k 11.00
Ares Capital Corp Cef (ARCC) 0.0 $188k 10k 18.02
Novocure Ltd Ord Stock (NVCR) 0.0 $171k 16k 10.90
V F Corp Stock (VFC) 0.0 $170k 10k 16.99
Sofi Technologies Stock (SOFI) 0.0 $169k 11k 15.88
Kyndryl Hldgs Stock (KD) 0.0 $168k 13k 13.12
Vaneck Digital Transformation Etf Etf (DAPP) 0.0 $168k 11k 14.92
Huntington Bancshares Stock (HBAN) 0.0 $162k 10k 15.65
Aquestive Therapeutics Stock (AQST) 0.0 $157k 38k 4.15
Adt Inc Del Stock (ADT) 0.0 $145k 22k 6.57
Critical Metals Corp Pubco Ord Stock (CRML) 0.0 $144k 18k 7.94
Evolv Technologies Hldngs Inc Com Cl A Stock (EVLV) 0.0 $133k 22k 6.05
Cadiz Stock (CDZI) 0.0 $115k 23k 4.91
Immunitybio Stock (IBRX) 0.0 $108k 14k 7.67
Ccc Intelligent Solutions Hld Stock (CCC) 0.0 $106k 18k 6.00
Prime Medicine Stock (PRME) 0.0 $105k 30k 3.48
Zoominfo Technologies Stock (GTM) 0.0 $104k 17k 5.98
Beeline Holdings Stock (BLNE) 0.0 $68k 29k 2.35
Acv Auctions Inc Com Cl A Stock (ACVA) 0.0 $65k 15k 4.24
Opko Health Stock (OPK) 0.0 $59k 52k 1.14
Medical Properties Trust Reit (MPT) 0.0 $49k 11k 4.63
Newell Brands Stock (NWL) 0.0 $48k 14k 3.43
Uwm Holdings Corporation Com Cl A Stock (UWMC) 0.0 $42k 12k 3.62
Ascent Solar Technologies Stock (ASTI) 0.0 $39k 10k 3.94
Inhibikase Therapeutics Stock (IKT) 0.0 $27k 16k 1.68
Bristol-myers Squibb Co Contin Val Rt Stock (CELG.R) 0.0 $13k 109k 0.12
Skyx Platforms Corp Stock (SKYX) 0.0 $11k 10k 1.12
Cartesian Growth Corp Iii Wt Exp 050230 Stock (CGCTW) 0.0 $7.8k 12k 0.65
New Fortress Energy Inc Com Cl A Stock (NFE) 0.0 $7.4k 13k 0.59
Beneficient Wt Exp 060728 Stock (BENFW) 0.0 $700.000000 50k 0.01