Trifecta Capital Advisors as of Dec. 31, 2024
Portfolio Holdings for Trifecta Capital Advisors
Trifecta Capital Advisors holds 405 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 8.2 | $42M | 81k | 511.23 | |
| Apple (AAPL) | 5.5 | $28M | 111k | 250.42 | |
| NVIDIA Corporation (NVDA) | 5.4 | $28M | 205k | 134.29 | |
| Microsoft Corporation (MSFT) | 5.1 | $26M | 61k | 421.50 | |
| Amazon (AMZN) | 4.8 | $24M | 110k | 219.39 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.6 | $23M | 121k | 190.44 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 4.1 | $21M | 179k | 115.22 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.5 | $18M | 284k | 62.31 | |
| Eli Lilly & Co. (LLY) | 3.4 | $17M | 22k | 771.99 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.3 | $17M | 28k | 586.07 | |
| Ishares Tr Core S&p500 Etf (IVV) | 3.2 | $16M | 28k | 588.67 | |
| Costco Wholesale Corporation (COST) | 2.8 | $14M | 16k | 916.29 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.3 | $12M | 21k | 569.58 | |
| Palo Alto Networks (PANW) | 2.2 | $11M | 61k | 181.96 | |
| Servicenow (NOW) | 1.7 | $8.7M | 8.2k | 1060.12 | |
| Broadcom (AVGO) | 1.7 | $8.5M | 37k | 231.84 | |
| Palantir Technologies Cl A (PLTR) | 1.6 | $8.3M | 110k | 75.63 | |
| Meta Platforms Cl A (META) | 1.6 | $8.1M | 14k | 585.51 | |
| salesforce (CRM) | 1.6 | $8.0M | 24k | 334.33 | |
| Caterpillar (CAT) | 1.5 | $7.7M | 21k | 362.76 | |
| Goldman Sachs (GS) | 1.5 | $7.4M | 13k | 572.63 | |
| Visa Com Cl A (V) | 1.4 | $7.1M | 23k | 316.04 | |
| Home Depot (HD) | 1.3 | $6.7M | 17k | 389.00 | |
| Abbvie (ABBV) | 1.3 | $6.5M | 37k | 177.70 | |
| Morgan Stanley Com New (MS) | 1.3 | $6.4M | 51k | 125.72 | |
| Thermo Fisher Scientific (TMO) | 1.3 | $6.3M | 12k | 520.24 | |
| Intuitive Surgical Com New (ISRG) | 1.2 | $6.0M | 12k | 521.96 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $5.6M | 24k | 239.71 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.1 | $5.6M | 14k | 402.70 | |
| Eaton Corp SHS (ETN) | 1.1 | $5.4M | 16k | 331.87 | |
| TJX Companies (TJX) | 1.1 | $5.4M | 45k | 120.81 | |
| Uber Technologies (UBER) | 1.0 | $5.2M | 86k | 60.32 | |
| UnitedHealth (UNH) | 1.0 | $5.0M | 9.9k | 505.86 | |
| Wal-Mart Stores (WMT) | 1.0 | $4.8M | 54k | 90.35 | |
| Lockheed Martin Corporation (LMT) | 1.0 | $4.8M | 9.9k | 485.95 | |
| Blackrock (BLK) | 0.9 | $4.5M | 4.4k | 1025.07 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $4.2M | 9.4k | 444.68 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $3.8M | 17k | 220.96 | |
| Chevron Corporation (CVX) | 0.7 | $3.7M | 26k | 144.84 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $3.6M | 19k | 189.30 | |
| Boston Scientific Corporation (BSX) | 0.7 | $3.5M | 39k | 89.32 | |
| Advanced Micro Devices (AMD) | 0.6 | $3.2M | 26k | 120.79 | |
| L3harris Technologies (LHX) | 0.6 | $3.1M | 15k | 210.28 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $3.1M | 9.0k | 342.16 | |
| Amgen (AMGN) | 0.6 | $3.0M | 12k | 260.64 | |
| Select Sector Spdr Tr Technology (XLK) | 0.6 | $2.8M | 12k | 232.51 | |
| Starbucks Corporation (SBUX) | 0.5 | $2.7M | 29k | 91.25 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.6M | 5.7k | 453.28 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $2.6M | 8.9k | 289.81 | |
| Union Pacific Corporation (UNP) | 0.5 | $2.3M | 10k | 228.05 | |
| Ishares Tr Select Divid Etf (DVY) | 0.4 | $1.9M | 14k | 131.29 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $1.5M | 11k | 137.57 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.1M | 5.6k | 195.85 | |
| Shake Shack Cl A (SHAK) | 0.2 | $1.0M | 8.0k | 129.80 | |
| Merck & Co (MRK) | 0.2 | $962k | 9.7k | 99.48 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $718k | 6.7k | 107.57 | |
| Lowe's Companies (LOW) | 0.1 | $698k | 2.8k | 246.80 | |
| Procter & Gamble Company (PG) | 0.1 | $655k | 3.9k | 167.65 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $644k | 2.2k | 288.85 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $608k | 1.1k | 538.58 | |
| Cadence Design Systems (CDNS) | 0.1 | $556k | 1.8k | 300.46 | |
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $532k | 6.8k | 77.89 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $500k | 1.7k | 287.82 | |
| Cisco Systems (CSCO) | 0.1 | $491k | 8.3k | 59.20 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $488k | 1.4k | 351.79 | |
| Align Technology (ALGN) | 0.1 | $406k | 1.9k | 208.51 | |
| Johnson & Johnson (JNJ) | 0.1 | $359k | 2.5k | 144.62 | |
| Cintas Corporation (CTAS) | 0.1 | $356k | 1.9k | 182.70 | |
| Tesla Motors (TSLA) | 0.1 | $319k | 791.00 | 403.84 | |
| Us Bancorp Del Com New (USB) | 0.1 | $312k | 6.5k | 47.83 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $295k | 1.7k | 169.30 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $280k | 6.3k | 44.04 | |
| Fortinet (FTNT) | 0.1 | $272k | 2.9k | 94.48 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $269k | 1.2k | 224.35 | |
| IDEXX Laboratories (IDXX) | 0.0 | $250k | 605.00 | 413.44 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $231k | 2.5k | 90.93 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $227k | 1.2k | 190.88 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $223k | 4.4k | 51.14 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $223k | 2.3k | 97.05 | |
| Norfolk Southern (NSC) | 0.0 | $223k | 951.00 | 234.70 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $214k | 532.00 | 401.58 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $208k | 2.6k | 78.65 | |
| Discover Financial Services | 0.0 | $198k | 1.1k | 173.23 | |
| American Financial (AFG) | 0.0 | $192k | 1.4k | 136.93 | |
| American Express Company (AXP) | 0.0 | $183k | 616.00 | 296.79 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $179k | 943.00 | 189.98 | |
| Flexshares Tr Mornstar Usmkt (TILT) | 0.0 | $178k | 823.00 | 215.96 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $175k | 410.00 | 425.50 | |
| Walt Disney Company (DIS) | 0.0 | $172k | 1.5k | 111.35 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $169k | 2.8k | 60.30 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $161k | 500.00 | 322.16 | |
| Honeywell International (HON) | 0.0 | $157k | 696.00 | 225.89 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $155k | 4.5k | 34.59 | |
| Coca-Cola Company (KO) | 0.0 | $155k | 2.5k | 62.26 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $151k | 7.7k | 19.59 | |
| Zoetis Cl A (ZTS) | 0.0 | $149k | 914.00 | 162.93 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $145k | 1.1k | 126.75 | |
| Marvell Technology (MRVL) | 0.0 | $145k | 1.3k | 110.45 | |
| McKesson Corporation (MCK) | 0.0 | $129k | 227.00 | 569.91 | |
| McDonald's Corporation (MCD) | 0.0 | $122k | 422.00 | 289.89 | |
| Emerson Electric (EMR) | 0.0 | $115k | 924.00 | 123.93 | |
| MercadoLibre (MELI) | 0.0 | $102k | 60.00 | 1700.45 | |
| CSX Corporation (CSX) | 0.0 | $101k | 3.1k | 32.27 | |
| Arista Networks Com Shs (ANET) | 0.0 | $100k | 908.00 | 110.53 | |
| Applied Materials (AMAT) | 0.0 | $99k | 607.00 | 162.63 | |
| Ge Aerospace Com New (GE) | 0.0 | $97k | 584.00 | 166.79 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $95k | 413.00 | 230.69 | |
| American Electric Power Company (AEP) | 0.0 | $93k | 1.0k | 92.23 | |
| Danaher Corporation (DHR) | 0.0 | $91k | 397.00 | 229.55 | |
| Travelers Companies (TRV) | 0.0 | $90k | 372.00 | 240.89 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $88k | 124.00 | 712.33 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $87k | 2.1k | 40.92 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $84k | 1.5k | 55.66 | |
| Netflix (NFLX) | 0.0 | $83k | 93.00 | 891.32 | |
| Nextera Energy (NEE) | 0.0 | $78k | 1.1k | 71.69 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $77k | 1.0k | 75.61 | |
| Diageo Spon Adr New (DEO) | 0.0 | $76k | 600.00 | 127.13 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $75k | 962.00 | 78.01 | |
| Ishares Tr Mrgstr Sm Cp Etf (ISCB) | 0.0 | $75k | 1.3k | 58.66 | |
| Pfizer (PFE) | 0.0 | $72k | 2.7k | 26.53 | |
| Littelfuse (LFUS) | 0.0 | $71k | 301.00 | 235.65 | |
| Southwest Gas Corporation (SWX) | 0.0 | $71k | 1.0k | 70.71 | |
| Hca Holdings (HCA) | 0.0 | $68k | 225.00 | 300.15 | |
| Live Nation Entertainment (LYV) | 0.0 | $64k | 497.00 | 129.50 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $64k | 100.00 | 636.03 | |
| Boeing Company (BA) | 0.0 | $63k | 353.00 | 177.00 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $61k | 289.00 | 212.41 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $60k | 510.00 | 117.53 | |
| Snowflake Cl A (SNOW) | 0.0 | $59k | 385.00 | 154.41 | |
| Ameriprise Financial (AMP) | 0.0 | $56k | 105.00 | 532.44 | |
| Dell Technologies CL C (DELL) | 0.0 | $55k | 475.00 | 115.24 | |
| Booking Holdings (BKNG) | 0.0 | $55k | 11.00 | 4968.45 | |
| Listed Fd Tr Roundhill Magnif (MAGS) | 0.0 | $54k | 1.0k | 54.42 | |
| Dominion Resources (D) | 0.0 | $54k | 1.0k | 53.86 | |
| W.W. Grainger (GWW) | 0.0 | $54k | 51.00 | 1054.06 | |
| Starwood Property Trust (STWD) | 0.0 | $53k | 2.8k | 18.95 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $53k | 610.00 | 86.02 | |
| Becton, Dickinson and (BDX) | 0.0 | $52k | 231.00 | 226.87 | |
| Linde SHS (LIN) | 0.0 | $52k | 124.00 | 418.68 | |
| Arbor Realty Trust (ABR) | 0.0 | $51k | 3.7k | 13.85 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $49k | 143.00 | 343.41 | |
| Ge Vernova (GEV) | 0.0 | $48k | 147.00 | 328.93 | |
| General Dynamics Corporation (GD) | 0.0 | $48k | 181.00 | 263.49 | |
| Automatic Data Processing (ADP) | 0.0 | $47k | 161.00 | 292.73 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $46k | 113.00 | 410.44 | |
| Microchip Technology (MCHP) | 0.0 | $46k | 800.00 | 57.35 | |
| Astera Labs (ALAB) | 0.0 | $43k | 328.00 | 132.45 | |
| Datadog Cl A Com (DDOG) | 0.0 | $41k | 290.00 | 142.89 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $41k | 1.3k | 31.44 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $41k | 66.00 | 621.80 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $41k | 3.5k | 11.53 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $41k | 77.00 | 526.57 | |
| Analog Devices (ADI) | 0.0 | $40k | 187.00 | 212.47 | |
| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.0 | $39k | 282.00 | 138.25 | |
| Waste Management (WM) | 0.0 | $38k | 190.00 | 201.79 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $38k | 727.00 | 52.22 | |
| RPM International (RPM) | 0.0 | $37k | 300.00 | 123.06 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $36k | 275.00 | 132.21 | |
| Target Corporation (TGT) | 0.0 | $36k | 268.00 | 135.18 | |
| Air Products & Chemicals (APD) | 0.0 | $36k | 124.00 | 290.04 | |
| Macy's (M) | 0.0 | $34k | 2.0k | 16.93 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $34k | 75.00 | 447.39 | |
| Shopify Cl A (SHOP) | 0.0 | $32k | 300.00 | 106.33 | |
| ConocoPhillips (COP) | 0.0 | $31k | 316.00 | 99.17 | |
| Motorola Solutions Com New (MSI) | 0.0 | $29k | 63.00 | 462.24 | |
| Everest Re Group (EG) | 0.0 | $29k | 80.00 | 362.46 | |
| Guidewire Software (GWRE) | 0.0 | $29k | 172.00 | 168.58 | |
| Gilead Sciences (GILD) | 0.0 | $29k | 310.00 | 92.37 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $28k | 197.00 | 142.97 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $28k | 241.00 | 115.72 | |
| Intuit (INTU) | 0.0 | $28k | 44.00 | 628.50 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $27k | 381.00 | 71.91 | |
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.0 | $27k | 258.00 | 105.50 | |
| Pepsi (PEP) | 0.0 | $27k | 176.00 | 152.06 | |
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $27k | 185.00 | 143.09 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $25k | 278.00 | 89.33 | |
| Tyler Technologies (TYL) | 0.0 | $24k | 42.00 | 576.64 | |
| Abbott Laboratories (ABT) | 0.0 | $24k | 212.00 | 113.11 | |
| FedEx Corporation (FDX) | 0.0 | $24k | 84.00 | 281.33 | |
| Edwards Lifesciences (EW) | 0.0 | $24k | 317.00 | 74.03 | |
| Amdocs SHS (DOX) | 0.0 | $23k | 275.00 | 85.14 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $23k | 175.00 | 132.10 | |
| Nike CL B (NKE) | 0.0 | $23k | 300.00 | 75.67 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $23k | 222.00 | 101.53 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $22k | 245.00 | 90.06 | |
| Itt (ITT) | 0.0 | $21k | 150.00 | 142.88 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $21k | 282.00 | 74.01 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $19k | 167.00 | 116.04 | |
| Zscaler Incorporated (ZS) | 0.0 | $19k | 105.00 | 180.42 | |
| Dover Corporation (DOV) | 0.0 | $19k | 100.00 | 187.60 | |
| Accel Entertainment Com Cl A1 (ACEL) | 0.0 | $18k | 1.7k | 10.68 | |
| Roper Industries (ROP) | 0.0 | $18k | 34.00 | 519.85 | |
| Dow (DOW) | 0.0 | $18k | 435.00 | 40.13 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $17k | 25.00 | 693.08 | |
| Fidelity National Information Services (FIS) | 0.0 | $17k | 213.00 | 80.77 | |
| Oracle Corporation (ORCL) | 0.0 | $17k | 102.00 | 166.65 | |
| Cme (CME) | 0.0 | $16k | 70.00 | 231.51 | |
| AutoZone (AZO) | 0.0 | $16k | 5.00 | 3202.00 | |
| First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.0 | $16k | 134.00 | 115.72 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $15k | 193.00 | 78.93 | |
| Clorox Company (CLX) | 0.0 | $15k | 93.00 | 162.42 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $15k | 401.00 | 37.53 | |
| Universal Display Corporation (OLED) | 0.0 | $15k | 100.00 | 146.20 | |
| Qualcomm (QCOM) | 0.0 | $13k | 86.00 | 153.63 | |
| Sap Se Spon Adr (SAP) | 0.0 | $13k | 53.00 | 246.23 | |
| Deere & Company (DE) | 0.0 | $13k | 31.00 | 420.52 | |
| International Business Machines (IBM) | 0.0 | $12k | 56.00 | 219.84 | |
| Bank of America Corporation (BAC) | 0.0 | $12k | 278.00 | 43.95 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $11k | 465.00 | 23.55 | |
| Smurfit Westrock SHS (SW) | 0.0 | $11k | 200.00 | 53.86 | |
| Wells Fargo & Company (WFC) | 0.0 | $11k | 152.00 | 70.24 | |
| Hershey Company (HSY) | 0.0 | $11k | 63.00 | 169.37 | |
| EQT Corporation (EQT) | 0.0 | $11k | 231.00 | 46.11 | |
| Hologic (HOLX) | 0.0 | $9.5k | 132.00 | 72.09 | |
| At&t (T) | 0.0 | $9.0k | 397.00 | 22.77 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $8.6k | 107.00 | 80.27 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $8.4k | 326.00 | 25.90 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $8.4k | 45.00 | 187.51 | |
| Prologis (PLD) | 0.0 | $7.4k | 70.00 | 105.70 | |
| Cbre Group Cl A (CBRE) | 0.0 | $7.2k | 55.00 | 131.29 | |
| O'reilly Automotive (ORLY) | 0.0 | $7.1k | 6.00 | 1185.83 | |
| Amphenol Corp Cl A (APH) | 0.0 | $6.7k | 96.00 | 69.46 | |
| Philip Morris International (PM) | 0.0 | $6.6k | 55.00 | 120.36 | |
| Allstate Corporation (ALL) | 0.0 | $6.0k | 31.00 | 192.81 | |
| S&p Global (SPGI) | 0.0 | $6.0k | 12.00 | 498.08 | |
| Anthem (ELV) | 0.0 | $5.9k | 16.00 | 368.94 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $5.9k | 42.00 | 139.50 | |
| Fiserv (FI) | 0.0 | $5.8k | 28.00 | 205.43 | |
| Nrg Energy Com New (NRG) | 0.0 | $5.5k | 61.00 | 90.23 | |
| Gartner (IT) | 0.0 | $5.3k | 11.00 | 484.55 | |
| Nasdaq Omx (NDAQ) | 0.0 | $5.1k | 66.00 | 77.32 | |
| D.R. Horton (DHI) | 0.0 | $4.9k | 35.00 | 139.83 | |
| Chubb (CB) | 0.0 | $4.7k | 17.00 | 276.35 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $4.6k | 62.00 | 74.98 | |
| PNC Financial Services (PNC) | 0.0 | $4.6k | 24.00 | 192.88 | |
| Citigroup Com New (C) | 0.0 | $4.6k | 65.00 | 70.40 | |
| AmerisourceBergen (COR) | 0.0 | $4.5k | 20.00 | 224.70 | |
| AFLAC Incorporated (AFL) | 0.0 | $4.3k | 42.00 | 103.45 | |
| Altria (MO) | 0.0 | $4.1k | 79.00 | 52.29 | |
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $4.0k | 300.00 | 13.30 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $3.8k | 101.00 | 38.09 | |
| Intercontinental Exchange (ICE) | 0.0 | $3.7k | 25.00 | 149.04 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $3.7k | 15.00 | 247.20 | |
| Paypal Holdings (PYPL) | 0.0 | $3.7k | 43.00 | 85.37 | |
| Stryker Corporation (SYK) | 0.0 | $3.6k | 10.00 | 360.10 | |
| Msci (MSCI) | 0.0 | $3.6k | 6.00 | 600.17 | |
| Valero Energy Corporation (VLO) | 0.0 | $3.6k | 29.00 | 122.62 | |
| Paccar (PCAR) | 0.0 | $3.5k | 34.00 | 104.03 | |
| Baker Hughes Company Cl A (BKR) | 0.0 | $3.5k | 85.00 | 41.02 | |
| Pulte (PHM) | 0.0 | $3.4k | 31.00 | 108.90 | |
| Digital Realty Trust (DLR) | 0.0 | $3.4k | 19.00 | 177.37 | |
| Constellation Energy (CEG) | 0.0 | $3.4k | 15.00 | 223.73 | |
| Expedia Group Com New (EXPE) | 0.0 | $3.4k | 18.00 | 186.33 | |
| Truist Financial Corp equities (TFC) | 0.0 | $3.3k | 76.00 | 43.38 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $3.3k | 55.00 | 59.75 | |
| Eversource Energy (ES) | 0.0 | $3.2k | 56.00 | 57.45 | |
| Micron Technology (MU) | 0.0 | $3.2k | 38.00 | 84.18 | |
| Wec Energy Group (WEC) | 0.0 | $3.2k | 34.00 | 94.06 | |
| United Parcel Service CL B (UPS) | 0.0 | $3.2k | 25.00 | 126.12 | |
| Cummins (CMI) | 0.0 | $3.1k | 9.00 | 348.67 | |
| Masco Corporation (MAS) | 0.0 | $3.1k | 43.00 | 72.58 | |
| Metropcs Communications (TMUS) | 0.0 | $3.1k | 14.00 | 220.79 | |
| Snap-on Incorporated (SNA) | 0.0 | $3.1k | 9.00 | 339.56 | |
| Intel Corporation (INTC) | 0.0 | $3.0k | 150.00 | 20.05 | |
| Medtronic SHS (MDT) | 0.0 | $3.0k | 37.00 | 79.89 | |
| American Tower Reit (AMT) | 0.0 | $2.9k | 16.00 | 183.44 | |
| eBay (EBAY) | 0.0 | $2.9k | 47.00 | 61.96 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $2.9k | 40.00 | 72.25 | |
| Moody's Corporation (MCO) | 0.0 | $2.8k | 6.00 | 473.50 | |
| Iron Mountain (IRM) | 0.0 | $2.8k | 27.00 | 105.11 | |
| Equinix (EQIX) | 0.0 | $2.8k | 3.00 | 943.00 | |
| CMS Energy Corporation (CMS) | 0.0 | $2.8k | 42.00 | 66.67 | |
| Cigna Corp (CI) | 0.0 | $2.8k | 10.00 | 276.20 | |
| Public Storage (PSA) | 0.0 | $2.7k | 9.00 | 299.44 | |
| Paychex (PAYX) | 0.0 | $2.7k | 19.00 | 140.26 | |
| International Flavors & Fragrances (IFF) | 0.0 | $2.5k | 30.00 | 84.57 | |
| Illinois Tool Works (ITW) | 0.0 | $2.5k | 10.00 | 253.60 | |
| SYSCO Corporation (SYY) | 0.0 | $2.5k | 33.00 | 76.48 | |
| Marriott Intl Cl A (MAR) | 0.0 | $2.5k | 9.00 | 279.00 | |
| Key (KEY) | 0.0 | $2.5k | 146.00 | 17.14 | |
| 3M Company (MMM) | 0.0 | $2.5k | 19.00 | 129.11 | |
| Brown & Brown (BRO) | 0.0 | $2.4k | 24.00 | 102.04 | |
| Devon Energy Corporation (DVN) | 0.0 | $2.4k | 74.00 | 32.74 | |
| Yum! Brands (YUM) | 0.0 | $2.4k | 18.00 | 134.17 | |
| Oneok (OKE) | 0.0 | $2.4k | 24.00 | 100.42 | |
| Cardinal Health (CAH) | 0.0 | $2.4k | 20.00 | 118.30 | |
| PerkinElmer (RVTY) | 0.0 | $2.3k | 21.00 | 111.62 | |
| Ametek (AME) | 0.0 | $2.3k | 13.00 | 180.31 | |
| Albemarle Corporation (ALB) | 0.0 | $2.3k | 27.00 | 86.11 | |
| Vulcan Materials Company (VMC) | 0.0 | $2.3k | 9.00 | 257.33 | |
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $2.3k | 80.00 | 28.31 | |
| Citizens Financial (CFG) | 0.0 | $2.2k | 50.00 | 43.76 | |
| Fastenal Company (FAST) | 0.0 | $2.2k | 30.00 | 71.93 | |
| Entergy Corporation (ETR) | 0.0 | $2.1k | 28.00 | 75.82 | |
| Ross Stores (ROST) | 0.0 | $2.1k | 14.00 | 151.29 | |
| Carrier Global Corporation (CARR) | 0.0 | $2.1k | 31.00 | 68.29 | |
| Eastman Chemical Company (EMN) | 0.0 | $2.1k | 23.00 | 91.35 | |
| Schlumberger Com Stk (SLB) | 0.0 | $2.1k | 54.00 | 38.35 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $2.1k | 12.00 | 172.50 | |
| Vistra Energy (VST) | 0.0 | $2.1k | 15.00 | 137.93 | |
| Verizon Communications (VZ) | 0.0 | $2.0k | 51.00 | 40.00 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $2.0k | 28.00 | 72.39 | |
| Mid-America Apartment (MAA) | 0.0 | $2.0k | 13.00 | 154.62 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $2.0k | 26.00 | 76.27 | |
| EOG Resources (EOG) | 0.0 | $2.0k | 16.00 | 122.62 | |
| Crown Castle Intl (CCI) | 0.0 | $1.9k | 21.00 | 90.76 | |
| Southern Company (SO) | 0.0 | $1.9k | 23.00 | 82.35 | |
| Monster Beverage Corp (MNST) | 0.0 | $1.9k | 36.00 | 52.58 | |
| Xcel Energy (XEL) | 0.0 | $1.9k | 28.00 | 67.54 | |
| Welltower Inc Com reit (WELL) | 0.0 | $1.9k | 15.00 | 126.07 | |
| Ecolab (ECL) | 0.0 | $1.9k | 8.00 | 234.38 | |
| Hldgs (UAL) | 0.0 | $1.8k | 19.00 | 97.11 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.8k | 14.00 | 131.07 | |
| LKQ Corporation (LKQ) | 0.0 | $1.8k | 49.00 | 36.76 | |
| Equifax (EFX) | 0.0 | $1.8k | 7.00 | 254.86 | |
| Tyson Foods Cl A (TSN) | 0.0 | $1.8k | 31.00 | 57.45 | |
| Constellation Brands Cl A (STZ) | 0.0 | $1.8k | 8.00 | 221.00 | |
| NetApp (NTAP) | 0.0 | $1.7k | 15.00 | 116.13 | |
| Rockwell Automation (ROK) | 0.0 | $1.7k | 6.00 | 285.83 | |
| Boston Properties (BXP) | 0.0 | $1.7k | 23.00 | 74.39 | |
| Invesco SHS (IVZ) | 0.0 | $1.7k | 97.00 | 17.48 | |
| DTE Energy Company (DTE) | 0.0 | $1.7k | 14.00 | 120.79 | |
| PPG Industries (PPG) | 0.0 | $1.7k | 14.00 | 119.50 | |
| Teradyne (TER) | 0.0 | $1.6k | 13.00 | 125.92 | |
| Colgate-Palmolive Company (CL) | 0.0 | $1.6k | 18.00 | 90.94 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $1.6k | 33.00 | 49.42 | |
| Pentair SHS (PNR) | 0.0 | $1.6k | 16.00 | 100.69 | |
| ResMed (RMD) | 0.0 | $1.6k | 7.00 | 228.71 | |
| Fortune Brands (FBIN) | 0.0 | $1.6k | 23.00 | 68.35 | |
| Globe Life (GL) | 0.0 | $1.6k | 14.00 | 111.57 | |
| Nortonlifelock (GEN) | 0.0 | $1.6k | 57.00 | 27.39 | |
| Humana (HUM) | 0.0 | $1.5k | 6.00 | 253.83 | |
| Public Service Enterprise (PEG) | 0.0 | $1.5k | 18.00 | 84.50 | |
| Ameren Corporation (AEE) | 0.0 | $1.5k | 17.00 | 89.18 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $1.5k | 71.00 | 21.35 | |
| Williams Companies (WMB) | 0.0 | $1.5k | 28.00 | 54.14 | |
| Electronic Arts (EA) | 0.0 | $1.5k | 10.00 | 146.30 | |
| Synopsys (SNPS) | 0.0 | $1.5k | 3.00 | 485.67 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $1.4k | 58.00 | 24.93 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $1.4k | 3.00 | 469.33 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $1.4k | 13.00 | 107.77 | |
| Qorvo (QRVO) | 0.0 | $1.4k | 20.00 | 69.95 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $1.4k | 15.00 | 92.67 | |
| Comerica Incorporated (CMA) | 0.0 | $1.4k | 22.00 | 61.86 | |
| Lucid Group | 0.0 | $1.4k | 450.00 | 3.02 | |
| Centene Corporation (CNC) | 0.0 | $1.3k | 22.00 | 60.59 | |
| Corning Incorporated (GLW) | 0.0 | $1.3k | 28.00 | 47.54 | |
| Armata Pharmaceuticals (ARMP) | 0.0 | $1.3k | 714.00 | 1.85 | |
| Insulet Corporation (PODD) | 0.0 | $1.3k | 5.00 | 261.20 | |
| Assurant (AIZ) | 0.0 | $1.3k | 6.00 | 213.33 | |
| Kla Corp Com New (KLAC) | 0.0 | $1.3k | 2.00 | 630.50 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $1.2k | 16.00 | 76.94 | |
| Mettler-Toledo International (MTD) | 0.0 | $1.2k | 1.00 | 1224.00 | |
| Lamb Weston Hldgs (LW) | 0.0 | $1.2k | 18.00 | 66.83 | |
| Western Digital (WDC) | 0.0 | $1.2k | 20.00 | 59.65 | |
| Monolithic Power Systems (MPWR) | 0.0 | $1.2k | 2.00 | 592.00 | |
| Iqvia Holdings (IQV) | 0.0 | $1.2k | 6.00 | 196.67 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $1.2k | 3.00 | 386.33 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $1.2k | 15.00 | 76.87 | |
| Fmc Corp Com New (FMC) | 0.0 | $1.1k | 23.00 | 48.65 | |
| AvalonBay Communities (AVB) | 0.0 | $1.1k | 5.00 | 220.00 | |
| Textron (TXT) | 0.0 | $1.1k | 14.00 | 76.50 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $1.1k | 25.00 | 42.64 | |
| Skyworks Solutions (SWKS) | 0.0 | $1.1k | 12.00 | 88.75 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $1.0k | 5.00 | 208.00 | |
| Best Buy (BBY) | 0.0 | $1.0k | 12.00 | 85.83 | |
| Aptiv Com Shs (APTV) | 0.0 | $1.0k | 17.00 | 60.53 | |
| International Paper Company (IP) | 0.0 | $1.0k | 19.00 | 53.84 | |
| Peak (DOC) | 0.0 | $1.0k | 50.00 | 20.28 | |
| Dex (DXCM) | 0.0 | $1.0k | 13.00 | 77.85 | |
| ON Semiconductor (ON) | 0.0 | $1.0k | 16.00 | 63.06 | |
| Ball Corporation (BALL) | 0.0 | $993.000600 | 18.00 | 55.17 | |
| Consolidated Edison (ED) | 0.0 | $981.999700 | 11.00 | 89.27 | |
| Stanley Black & Decker (SWK) | 0.0 | $963.999600 | 12.00 | 80.33 | |
| Ford Motor Company (F) | 0.0 | $960.998400 | 97.00 | 9.91 | |
| Willis Towers Watson SHS (WTW) | 0.0 | $939.999900 | 3.00 | 313.33 | |
| Nucor Corporation (NUE) | 0.0 | $934.000000 | 8.00 | 116.75 | |
| Kinder Morgan (KMI) | 0.0 | $932.001200 | 34.00 | 27.41 | |
| Northern Trust Corporation (NTRS) | 0.0 | $923.000400 | 9.00 | 102.56 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $859.999800 | 11.00 | 78.18 | |
| AES Corporation (AES) | 0.0 | $836.998500 | 65.00 | 12.88 | |
| Fortive (FTV) | 0.0 | $825.000000 | 11.00 | 75.00 | |
| Corteva (CTVA) | 0.0 | $798.000000 | 14.00 | 57.00 | |
| Akamai Technologies (AKAM) | 0.0 | $766.000000 | 8.00 | 95.75 | |
| Dollar General (DG) | 0.0 | $759.000000 | 10.00 | 75.90 | |
| Cooper Cos (COO) | 0.0 | $736.000000 | 8.00 | 92.00 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $712.999700 | 7.00 | 101.86 | |
| First Solar (FSLR) | 0.0 | $705.000000 | 4.00 | 176.25 | |
| Molson Coors Beverage CL B (TAP) | 0.0 | $687.999600 | 12.00 | 57.33 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $687.000000 | 10.00 | 68.70 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $686.000000 | 2.00 | 343.00 | |
| Newmont Mining Corporation (NEM) | 0.0 | $669.999600 | 18.00 | 37.22 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $666.000500 | 11.00 | 60.55 | |
| Host Hotels & Resorts (HST) | 0.0 | $648.998500 | 37.00 | 17.54 | |
| Edison International (EIX) | 0.0 | $639.000000 | 8.00 | 79.88 | |
| Interpublic Group of Companies (IPG) | 0.0 | $617.001000 | 22.00 | 28.05 | |
| Southwest Airlines (LUV) | 0.0 | $572.000700 | 17.00 | 33.65 | |
| Charles River Laboratories (CRL) | 0.0 | $554.000100 | 3.00 | 184.67 | |
| Kraft Heinz (KHC) | 0.0 | $522.999900 | 17.00 | 30.76 | |
| Embecta Corp Common Stock (EMBC) | 0.0 | $434.000700 | 21.00 | 20.67 | |
| Celanese Corporation (CE) | 0.0 | $415.999800 | 6.00 | 69.33 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $371.000000 | 2.00 | 185.50 | |
| Masterbrand Common Stock (MBC) | 0.0 | $337.000600 | 23.00 | 14.65 | |
| Solventum Corp Com Shs (SOLV) | 0.0 | $265.000000 | 4.00 | 66.25 | |
| Wintrust Financial Corporation (WTFC) | 0.0 | $125.000000 | 1.00 | 125.00 |