Trifecta Capital Advisors as of March 31, 2025
Portfolio Holdings for Trifecta Capital Advisors
Trifecta Capital Advisors holds 413 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 |
|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 7.9 | $38M | 81k | 468.92 | |
| Apple (AAPL) | 5.3 | $25M | 113k | 222.13 | |
| Microsoft Corporation (MSFT) | 4.8 | $23M | 62k | 375.39 | |
| NVIDIA Corporation (NVDA) | 4.7 | $23M | 208k | 108.38 | |
| Amazon (AMZN) | 4.4 | $21M | 111k | 190.26 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 4.2 | $20M | 193k | 104.57 | |
| Eli Lilly & Co. (LLY) | 3.8 | $18M | 22k | 825.90 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.8 | $18M | 117k | 156.23 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.5 | $17M | 289k | 58.35 | |
| Ishares Tr Core S&p500 Etf (IVV) | 3.2 | $15M | 27k | 561.90 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.2 | $15M | 27k | 559.40 | |
| Costco Wholesale Corporation (COST) | 3.1 | $15M | 16k | 945.78 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.3 | $11M | 20k | 533.48 | |
| Palo Alto Networks (PANW) | 2.2 | $10M | 61k | 170.64 | |
| Meta Platforms Cl A (META) | 1.8 | $8.5M | 15k | 576.36 | |
| Visa Com Cl A (V) | 1.7 | $8.0M | 23k | 350.46 | |
| Abbvie (ABBV) | 1.6 | $7.8M | 37k | 209.52 | |
| Caterpillar (CAT) | 1.5 | $7.1M | 22k | 329.80 | |
| Goldman Sachs (GS) | 1.5 | $7.1M | 13k | 546.30 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.5 | $7.0M | 15k | 484.82 | |
| Uber Technologies (UBER) | 1.4 | $6.8M | 94k | 72.86 | |
| Palantir Technologies Cl A (PLTR) | 1.4 | $6.8M | 81k | 84.40 | |
| Servicenow (NOW) | 1.4 | $6.7M | 8.5k | 796.14 | |
| Broadcom (AVGO) | 1.4 | $6.6M | 40k | 167.43 | |
| salesforce (CRM) | 1.4 | $6.6M | 25k | 268.36 | |
| Home Depot (HD) | 1.4 | $6.5M | 18k | 366.48 | |
| Intuitive Surgical Com New (ISRG) | 1.3 | $6.2M | 13k | 495.27 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.3 | $6.0M | 17k | 352.58 | |
| Thermo Fisher Scientific (TMO) | 1.3 | $6.0M | 12k | 497.62 | |
| Morgan Stanley Com New (MS) | 1.2 | $5.9M | 50k | 116.67 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $5.9M | 24k | 245.30 | |
| TJX Companies (TJX) | 1.1 | $5.4M | 44k | 121.80 | |
| UnitedHealth (UNH) | 1.1 | $5.2M | 9.9k | 523.75 | |
| Eaton Corp SHS (ETN) | 1.0 | $4.8M | 18k | 271.83 | |
| Wal-Mart Stores (WMT) | 1.0 | $4.6M | 53k | 87.79 | |
| Lockheed Martin Corporation (LMT) | 0.9 | $4.5M | 10k | 446.72 | |
| Blackrock (BLK) | 0.9 | $4.4M | 4.7k | 946.46 | |
| Boston Scientific Corporation (BSX) | 0.9 | $4.4M | 43k | 100.88 | |
| Amgen (AMGN) | 0.8 | $3.9M | 13k | 311.56 | |
| Adobe Systems Incorporated (ADBE) | 0.7 | $3.4M | 8.9k | 383.53 | |
| Oracle Corporation (ORCL) | 0.7 | $3.4M | 24k | 139.81 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $3.4M | 17k | 199.49 | |
| L3harris Technologies (LHX) | 0.6 | $3.0M | 14k | 209.31 | |
| Starbucks Corporation (SBUX) | 0.6 | $2.9M | 30k | 98.09 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $2.9M | 19k | 154.64 | |
| Advanced Micro Devices (AMD) | 0.6 | $2.8M | 27k | 102.74 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $2.4M | 8.9k | 274.84 | |
| Union Pacific Corporation (UNP) | 0.5 | $2.4M | 10k | 236.25 | |
| Select Sector Spdr Tr Technology (XLK) | 0.5 | $2.3M | 11k | 206.47 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.3M | 4.3k | 532.58 | |
| Ishares Tr Select Divid Etf (DVY) | 0.4 | $1.9M | 14k | 134.29 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $1.6M | 11k | 146.01 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.1M | 5.6k | 193.97 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $723k | 6.1k | 118.93 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $711k | 1.4k | 513.83 | |
| Procter & Gamble Company (PG) | 0.1 | $667k | 3.9k | 170.42 | |
| Shake Shack Cl A (SHAK) | 0.1 | $635k | 7.2k | 88.17 | |
| Chevron Corporation (CVX) | 0.1 | $618k | 3.7k | 167.29 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $604k | 2.2k | 270.83 | |
| Merck & Co (MRK) | 0.1 | $525k | 5.8k | 89.76 | |
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $524k | 6.8k | 76.62 | |
| Cisco Systems (CSCO) | 0.1 | $512k | 8.3k | 61.71 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $444k | 1.7k | 255.53 | |
| Johnson & Johnson (JNJ) | 0.1 | $406k | 2.4k | 165.84 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $370k | 1.2k | 312.04 | |
| Cintas Corporation (CTAS) | 0.1 | $359k | 1.7k | 205.53 | |
| Lowe's Companies (LOW) | 0.1 | $356k | 1.5k | 233.23 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $287k | 6.3k | 45.26 | |
| Cadence Design Systems (CDNS) | 0.1 | $280k | 1.1k | 254.33 | |
| Us Bancorp Del Com New (USB) | 0.1 | $258k | 6.1k | 42.22 | |
| IDEXX Laboratories (IDXX) | 0.1 | $254k | 605.00 | 419.95 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $237k | 1.2k | 197.46 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $223k | 4.4k | 51.07 | |
| Align Technology (ALGN) | 0.0 | $212k | 1.3k | 158.86 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $212k | 2.5k | 83.28 | |
| Tesla Motors (TSLA) | 0.0 | $209k | 805.00 | 259.16 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $208k | 2.6k | 78.89 | |
| Discover Financial Services | 0.0 | $195k | 1.1k | 170.70 | |
| Norfolk Southern (NSC) | 0.0 | $186k | 785.00 | 236.85 | |
| American Financial (AFG) | 0.0 | $184k | 1.4k | 131.34 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $174k | 482.00 | 361.09 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $172k | 410.00 | 419.88 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $170k | 458.00 | 370.82 | |
| Flexshares Tr Mornstar Usmkt (TILT) | 0.0 | $169k | 823.00 | 205.74 | |
| American Express Company (AXP) | 0.0 | $166k | 616.00 | 269.05 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $162k | 943.00 | 172.26 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $162k | 1.7k | 95.51 | |
| Coca-Cola Company (KO) | 0.0 | $157k | 2.2k | 71.62 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $153k | 500.00 | 306.74 | |
| McKesson Corporation (MCK) | 0.0 | $153k | 227.00 | 672.99 | |
| Walt Disney Company (DIS) | 0.0 | $152k | 1.5k | 98.70 | |
| Zoetis Cl A (ZTS) | 0.0 | $151k | 914.00 | 164.65 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $148k | 4.5k | 32.99 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $143k | 7.7k | 18.59 | |
| Fortinet (FTNT) | 0.0 | $142k | 1.5k | 96.26 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $141k | 2.8k | 50.21 | |
| Honeywell International (HON) | 0.0 | $139k | 658.00 | 211.75 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $135k | 1.1k | 117.49 | |
| Ge Aerospace Com New (GE) | 0.0 | $128k | 641.00 | 200.10 | |
| MercadoLibre (MELI) | 0.0 | $117k | 60.00 | 1950.88 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $115k | 2.3k | 50.83 | |
| Travelers Companies (TRV) | 0.0 | $112k | 422.00 | 264.46 | |
| American Electric Power Company (AEP) | 0.0 | $110k | 1.0k | 109.27 | |
| McDonald's Corporation (MCD) | 0.0 | $108k | 345.00 | 312.37 | |
| Emerson Electric (EMR) | 0.0 | $101k | 924.00 | 109.64 | |
| Netflix (NFLX) | 0.0 | $94k | 101.00 | 932.53 | |
| Pfizer (PFE) | 0.0 | $93k | 3.7k | 25.34 | |
| Accel Entertainment Com Cl A1 (ACEL) | 0.0 | $91k | 9.1k | 9.92 | |
| Applied Materials (AMAT) | 0.0 | $88k | 607.00 | 145.12 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $88k | 2.1k | 41.21 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $85k | 413.00 | 205.44 | |
| Marvell Technology (MRVL) | 0.0 | $81k | 1.3k | 61.57 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $78k | 1.5k | 51.49 | |
| Hca Holdings (HCA) | 0.0 | $78k | 225.00 | 345.55 | |
| Nextera Energy (NEE) | 0.0 | $77k | 1.1k | 70.89 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $76k | 962.00 | 78.94 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $73k | 1.5k | 49.36 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $72k | 250.00 | 288.14 | |
| Southwest Gas Corporation (SWX) | 0.0 | $72k | 1.0k | 71.80 | |
| Marsh & McLennan Companies | 0.0 | $71k | 289.00 | 244.03 | |
| Arista Networks Com Shs (ANET) | 0.0 | $70k | 908.00 | 77.48 | |
| Barrick Gold Corp | 0.0 | $70k | 3.6k | 19.44 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $70k | 300.00 | 231.63 | |
| Gladstone Ld (LAND) | 0.0 | $69k | 6.6k | 10.52 | |
| Linde SHS (LIN) | 0.0 | $69k | 149.00 | 465.64 | |
| Ishares Tr Mrgstr Sm Cp Etf (ISCB) | 0.0 | $69k | 1.3k | 54.18 | |
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $69k | 3.1k | 22.16 | |
| Ishares Msci Switzerland (EWL) | 0.0 | $69k | 1.3k | 51.79 | |
| CSX Corporation (CSX) | 0.0 | $65k | 2.2k | 29.43 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $64k | 345.00 | 186.17 | |
| Live Nation Entertainment (LYV) | 0.0 | $62k | 471.00 | 130.58 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $61k | 100.00 | 607.85 | |
| Boeing Company (BA) | 0.0 | $60k | 353.00 | 170.55 | |
| Littelfuse (LFUS) | 0.0 | $59k | 301.00 | 196.74 | |
| Snowflake Cl A (SNOW) | 0.0 | $56k | 385.00 | 146.16 | |
| Dominion Resources (D) | 0.0 | $56k | 1.0k | 56.07 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $55k | 100.00 | 550.03 | |
| Waste Management (WM) | 0.0 | $52k | 223.00 | 231.51 | |
| Ameriprise Financial (AMP) | 0.0 | $51k | 105.00 | 484.11 | |
| Booking Holdings (BKNG) | 0.0 | $51k | 11.00 | 4607.00 | |
| W.W. Grainger (GWW) | 0.0 | $50k | 51.00 | 987.84 | |
| Deere & Company (DE) | 0.0 | $50k | 106.00 | 468.32 | |
| Automatic Data Processing (ADP) | 0.0 | $49k | 161.00 | 305.53 | |
| Listed Fd Tr Roundhill Magnif (MAGS) | 0.0 | $46k | 1.0k | 45.86 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $46k | 500.00 | 91.03 | |
| Ge Vernova (GEV) | 0.0 | $45k | 147.00 | 305.29 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $44k | 143.00 | 308.88 | |
| Arbor Realty Trust (ABR) | 0.0 | $44k | 3.7k | 11.75 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $43k | 616.00 | 69.44 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $42k | 77.00 | 548.13 | |
| Air Products & Chemicals (APD) | 0.0 | $42k | 142.00 | 294.92 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $42k | 313.00 | 132.46 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $40k | 1.3k | 30.73 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $40k | 3.5k | 11.22 | |
| Gilead Sciences (GILD) | 0.0 | $40k | 353.00 | 112.05 | |
| Becton, Dickinson and (BDX) | 0.0 | $39k | 171.00 | 229.06 | |
| Analog Devices (ADI) | 0.0 | $38k | 187.00 | 201.67 | |
| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.0 | $37k | 282.00 | 131.40 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $36k | 66.00 | 542.39 | |
| Global X Fds Msci Norway Etf (NORW) | 0.0 | $35k | 1.3k | 27.10 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $35k | 275.00 | 127.90 | |
| Ishares Msci Aust Etf (EWA) | 0.0 | $35k | 1.5k | 23.44 | |
| RPM International (RPM) | 0.0 | $35k | 300.00 | 115.68 | |
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $34k | 850.00 | 40.46 | |
| ConocoPhillips (COP) | 0.0 | $33k | 316.00 | 105.02 | |
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.0 | $33k | 253.00 | 129.47 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $31k | 1.0k | 30.99 | |
| General Dynamics Corporation (GD) | 0.0 | $30k | 110.00 | 272.58 | |
| Everest Re Group (EG) | 0.0 | $29k | 80.00 | 363.34 | |
| Datadog Cl A Com (DDOG) | 0.0 | $29k | 290.00 | 99.21 | |
| Shopify Cl A (SHOP) | 0.0 | $29k | 300.00 | 95.48 | |
| Abbott Laboratories (ABT) | 0.0 | $28k | 212.00 | 132.65 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $28k | 381.00 | 73.45 | |
| Target Corporation (TGT) | 0.0 | $28k | 268.00 | 104.36 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $28k | 510.00 | 54.72 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $28k | 197.00 | 141.32 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $28k | 220.00 | 125.97 | |
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.0 | $26k | 258.00 | 98.70 | |
| Amdocs SHS (DOX) | 0.0 | $25k | 275.00 | 91.50 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $22k | 278.00 | 80.65 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $22k | 282.00 | 78.28 | |
| Zscaler Incorporated (ZS) | 0.0 | $21k | 105.00 | 198.43 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $20k | 167.00 | 122.31 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $20k | 220.00 | 92.83 | |
| Roper Industries (ROP) | 0.0 | $20k | 34.00 | 589.59 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $20k | 245.00 | 81.10 | |
| Astera Labs (ALAB) | 0.0 | $20k | 328.00 | 59.67 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.0 | $19k | 541.00 | 35.82 | |
| Itt (ITT) | 0.0 | $19k | 150.00 | 129.16 | |
| Nike CL B (NKE) | 0.0 | $19k | 300.00 | 63.48 | |
| Cme (CME) | 0.0 | $19k | 71.00 | 263.72 | |
| Metropcs Communications (TMUS) | 0.0 | $19k | 70.00 | 266.71 | |
| EQT Corporation (EQT) | 0.0 | $18k | 340.00 | 53.43 | |
| Valero Energy Corporation (VLO) | 0.0 | $18k | 134.00 | 131.78 | |
| Dover Corporation (DOV) | 0.0 | $18k | 100.00 | 175.68 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $17k | 25.00 | 662.64 | |
| Williams Companies (WMB) | 0.0 | $16k | 273.00 | 59.76 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $16k | 193.00 | 80.11 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.0 | $15k | 400.00 | 38.41 | |
| Pepsi (PEP) | 0.0 | $15k | 101.00 | 149.94 | |
| Dow (DOW) | 0.0 | $15k | 429.00 | 34.92 | |
| Enbridge (ENB) | 0.0 | $15k | 334.00 | 44.31 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $15k | 400.00 | 36.90 | |
| First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.0 | $15k | 134.00 | 108.99 | |
| Sap Se Spon Adr (SAP) | 0.0 | $14k | 53.00 | 268.45 | |
| Hldgs (UAL) | 0.0 | $14k | 205.00 | 69.05 | |
| Universal Display Corporation (OLED) | 0.0 | $14k | 100.00 | 139.48 | |
| International Business Machines (IBM) | 0.0 | $14k | 55.00 | 248.67 | |
| Qualcomm (QCOM) | 0.0 | $13k | 86.00 | 153.62 | |
| Vulcan Materials Company (VMC) | 0.0 | $12k | 50.00 | 233.30 | |
| Bank of America Corporation (BAC) | 0.0 | $12k | 278.00 | 41.73 | |
| At&t (T) | 0.0 | $11k | 397.00 | 28.28 | |
| Wells Fargo & Company (WFC) | 0.0 | $11k | 152.00 | 71.80 | |
| Capital One Financial (COF) | 0.0 | $11k | 59.00 | 179.31 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $9.7k | 19.00 | 512.05 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $9.7k | 465.00 | 20.76 | |
| Apollo Global Mgmt (APO) | 0.0 | $9.6k | 70.00 | 136.94 | |
| MetLife (MET) | 0.0 | $8.9k | 111.00 | 80.30 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $8.7k | 107.00 | 81.77 | |
| Philip Morris International (PM) | 0.0 | $8.7k | 55.00 | 158.75 | |
| O'reilly Automotive (ORLY) | 0.0 | $8.6k | 6.00 | 1432.67 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $8.1k | 45.00 | 179.71 | |
| Prologis (PLD) | 0.0 | $7.8k | 70.00 | 111.80 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $7.6k | 326.00 | 23.46 | |
| Diamondback Energy (FANG) | 0.0 | $7.2k | 45.00 | 159.89 | |
| Cbre Group Cl A (CBRE) | 0.0 | $7.2k | 55.00 | 130.78 | |
| Anthem (ELV) | 0.0 | $7.0k | 16.00 | 435.00 | |
| Dell Technologies CL C (DELL) | 0.0 | $6.5k | 71.00 | 91.15 | |
| Allstate Corporation (ALL) | 0.0 | $6.4k | 31.00 | 207.10 | |
| Lennar Corp Cl A (LEN) | 0.0 | $6.3k | 55.00 | 114.71 | |
| Amphenol Corp Cl A (APH) | 0.0 | $6.3k | 96.00 | 65.59 | |
| Fiserv (FI) | 0.0 | $6.2k | 28.00 | 220.86 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $6.1k | 42.00 | 145.69 | |
| S&p Global (SPGI) | 0.0 | $6.1k | 12.00 | 508.17 | |
| Nrg Energy Com New (NRG) | 0.0 | $5.8k | 61.00 | 95.48 | |
| AmerisourceBergen (COR) | 0.0 | $5.6k | 20.00 | 278.10 | |
| Intuit (INTU) | 0.0 | $5.5k | 9.00 | 614.00 | |
| Chubb (CB) | 0.0 | $5.1k | 17.00 | 302.00 | |
| Nasdaq Omx (NDAQ) | 0.0 | $5.0k | 66.00 | 75.86 | |
| Altria (MO) | 0.0 | $4.7k | 79.00 | 60.03 | |
| AFLAC Incorporated (AFL) | 0.0 | $4.7k | 42.00 | 111.19 | |
| Gartner (IT) | 0.0 | $4.6k | 11.00 | 419.82 | |
| Citigroup Com New (C) | 0.0 | $4.6k | 65.00 | 71.00 | |
| Danaher Corporation (DHR) | 0.0 | $4.5k | 22.00 | 205.00 | |
| D.R. Horton (DHI) | 0.0 | $4.5k | 35.00 | 127.14 | |
| Intercontinental Exchange (ICE) | 0.0 | $4.3k | 25.00 | 172.52 | |
| PNC Financial Services (PNC) | 0.0 | $4.2k | 24.00 | 175.79 | |
| Motorola Solutions Com New (MSI) | 0.0 | $3.9k | 9.00 | 437.89 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $3.8k | 101.00 | 37.86 | |
| Baker Hughes Company Cl A (BKR) | 0.0 | $3.7k | 85.00 | 43.95 | |
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $3.7k | 300.00 | 12.45 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $3.7k | 55.00 | 67.85 | |
| Stryker Corporation (SYK) | 0.0 | $3.7k | 10.00 | 372.30 | |
| Wec Energy Group (WEC) | 0.0 | $3.7k | 34.00 | 109.00 | |
| American Tower Reit (AMT) | 0.0 | $3.5k | 16.00 | 217.62 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $3.4k | 15.00 | 227.60 | |
| Msci (MSCI) | 0.0 | $3.4k | 6.00 | 565.50 | |
| Medtronic SHS (MDT) | 0.0 | $3.3k | 37.00 | 89.86 | |
| Paccar (PCAR) | 0.0 | $3.3k | 34.00 | 97.38 | |
| Micron Technology (MU) | 0.0 | $3.3k | 38.00 | 86.89 | |
| Pulte (PHM) | 0.0 | $3.2k | 31.00 | 102.81 | |
| eBay (EBAY) | 0.0 | $3.2k | 47.00 | 67.74 | |
| CMS Energy Corporation (CMS) | 0.0 | $3.2k | 42.00 | 75.12 | |
| Truist Financial Corp equities (TFC) | 0.0 | $3.1k | 76.00 | 41.16 | |
| Hershey Company (HSY) | 0.0 | $3.1k | 18.00 | 171.06 | |
| Snap-on Incorporated (SNA) | 0.0 | $3.0k | 9.00 | 337.11 | |
| Expedia Group Com New (EXPE) | 0.0 | $3.0k | 18.00 | 168.11 | |
| Constellation Energy (CEG) | 0.0 | $3.0k | 15.00 | 201.67 | |
| Masco Corporation (MAS) | 0.0 | $3.0k | 43.00 | 69.56 | |
| Brown & Brown (BRO) | 0.0 | $3.0k | 24.00 | 124.42 | |
| Paychex (PAYX) | 0.0 | $2.9k | 19.00 | 154.32 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $2.9k | 40.00 | 72.70 | |
| Eversource Energy (ES) | 0.0 | $2.9k | 46.00 | 62.13 | |
| Yum! Brands (YUM) | 0.0 | $2.8k | 18.00 | 157.39 | |
| Cummins (CMI) | 0.0 | $2.8k | 9.00 | 313.44 | |
| Paypal Holdings (PYPL) | 0.0 | $2.8k | 43.00 | 65.26 | |
| Moody's Corporation (MCO) | 0.0 | $2.8k | 6.00 | 465.83 | |
| 3M Company (MMM) | 0.0 | $2.8k | 19.00 | 146.89 | |
| Edison International (EIX) | 0.0 | $2.8k | 47.00 | 58.94 | |
| Devon Energy Corporation (DVN) | 0.0 | $2.8k | 74.00 | 37.41 | |
| Cardinal Health (CAH) | 0.0 | $2.8k | 20.00 | 137.80 | |
| United Parcel Service CL B (UPS) | 0.0 | $2.8k | 25.00 | 110.00 | |
| Digital Realty Trust (DLR) | 0.0 | $2.7k | 19.00 | 143.32 | |
| Public Storage (PSA) | 0.0 | $2.7k | 9.00 | 299.33 | |
| Illinois Tool Works (ITW) | 0.0 | $2.5k | 10.00 | 248.10 | |
| SYSCO Corporation (SYY) | 0.0 | $2.5k | 33.00 | 75.06 | |
| Equinix (EQIX) | 0.0 | $2.4k | 3.00 | 815.67 | |
| Entergy Corporation (ETR) | 0.0 | $2.4k | 28.00 | 85.50 | |
| Oneok (OKE) | 0.0 | $2.4k | 24.00 | 99.25 | |
| Key (KEY) | 0.0 | $2.3k | 146.00 | 15.99 | |
| International Flavors & Fragrances (IFF) | 0.0 | $2.3k | 30.00 | 77.63 | |
| Fastenal Company (FAST) | 0.0 | $2.3k | 30.00 | 77.57 | |
| Iron Mountain (IRM) | 0.0 | $2.3k | 27.00 | 86.07 | |
| Cigna Corp (CI) | 0.0 | $2.3k | 7.00 | 329.00 | |
| Welltower Inc Com reit (WELL) | 0.0 | $2.3k | 15.00 | 153.27 | |
| Schlumberger Com Stk (SLB) | 0.0 | $2.3k | 54.00 | 41.81 | |
| Ametek (AME) | 0.0 | $2.2k | 13.00 | 172.15 | |
| PerkinElmer (RVTY) | 0.0 | $2.2k | 21.00 | 105.81 | |
| Crown Castle Intl (CCI) | 0.0 | $2.2k | 21.00 | 104.24 | |
| Intel Corporation (INTC) | 0.0 | $2.2k | 96.00 | 22.72 | |
| Mid-America Apartment (MAA) | 0.0 | $2.2k | 13.00 | 167.62 | |
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $2.2k | 80.00 | 26.93 | |
| Beyondspring SHS (BYSI) | 0.0 | $2.2k | 1.5k | 1.44 | |
| Marriott Intl Cl A (MAR) | 0.0 | $2.1k | 9.00 | 238.22 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $2.1k | 26.00 | 82.35 | |
| Southern Company (SO) | 0.0 | $2.1k | 23.00 | 91.96 | |
| Monster Beverage Corp (MNST) | 0.0 | $2.1k | 36.00 | 58.53 | |
| LKQ Corporation (LKQ) | 0.0 | $2.1k | 49.00 | 42.55 | |
| EOG Resources (EOG) | 0.0 | $2.1k | 16.00 | 128.25 | |
| Citizens Financial (CFG) | 0.0 | $2.0k | 50.00 | 40.98 | |
| Ecolab (ECL) | 0.0 | $2.0k | 8.00 | 253.62 | |
| Eastman Chemical Company (EMN) | 0.0 | $2.0k | 23.00 | 88.13 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $2.0k | 14.00 | 142.29 | |
| Xcel Energy (XEL) | 0.0 | $2.0k | 28.00 | 70.82 | |
| Tyson Foods Cl A (TSN) | 0.0 | $2.0k | 31.00 | 63.84 | |
| Carrier Global Corporation (CARR) | 0.0 | $2.0k | 31.00 | 63.42 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $2.0k | 28.00 | 70.21 | |
| DTE Energy Company (DTE) | 0.0 | $1.9k | 14.00 | 138.29 | |
| Clorox Company (CLX) | 0.0 | $1.9k | 13.00 | 147.31 | |
| Globe Life (GL) | 0.0 | $1.8k | 14.00 | 131.79 | |
| Constellation Brands Cl A (STZ) | 0.0 | $1.8k | 10.00 | 183.60 | |
| Ross Stores (ROST) | 0.0 | $1.8k | 14.00 | 127.86 | |
| Vistra Energy (VST) | 0.0 | $1.8k | 15.00 | 117.47 | |
| ON Semiconductor (ON) | 0.0 | $1.8k | 43.00 | 40.70 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $1.7k | 9.00 | 190.67 | |
| Ameren Corporation (AEE) | 0.0 | $1.7k | 17.00 | 100.41 | |
| Equifax (EFX) | 0.0 | $1.7k | 7.00 | 243.57 | |
| Colgate-Palmolive Company (CL) | 0.0 | $1.7k | 18.00 | 93.72 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.7k | 12.00 | 139.83 | |
| Humana (HUM) | 0.0 | $1.6k | 6.00 | 264.67 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $1.6k | 13.00 | 122.00 | |
| Fidelity National Information Services (FIS) | 0.0 | $1.6k | 21.00 | 74.71 | |
| ResMed (RMD) | 0.0 | $1.6k | 7.00 | 223.86 | |
| Rockwell Automation (ROK) | 0.0 | $1.6k | 6.00 | 258.50 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $1.5k | 15.00 | 103.20 | |
| Boston Properties (BXP) | 0.0 | $1.5k | 23.00 | 67.22 | |
| PPG Industries (PPG) | 0.0 | $1.5k | 14.00 | 109.36 | |
| Nortonlifelock (GEN) | 0.0 | $1.5k | 57.00 | 26.54 | |
| Public Service Enterprise (PEG) | 0.0 | $1.5k | 18.00 | 82.33 | |
| Invesco SHS (IVZ) | 0.0 | $1.5k | 97.00 | 15.18 | |
| Electronic Arts (EA) | 0.0 | $1.4k | 10.00 | 144.60 | |
| Fortune Brands (FBIN) | 0.0 | $1.4k | 23.00 | 60.91 | |
| Pentair SHS (PNR) | 0.0 | $1.4k | 16.00 | 87.50 | |
| Kla Corp Com New (KLAC) | 0.0 | $1.4k | 2.00 | 680.00 | |
| Centene Corporation (CNC) | 0.0 | $1.3k | 22.00 | 60.73 | |
| NetApp (NTAP) | 0.0 | $1.3k | 15.00 | 87.87 | |
| Insulet Corporation (PODD) | 0.0 | $1.3k | 5.00 | 262.80 | |
| Comerica Incorporated | 0.0 | $1.3k | 22.00 | 59.09 | |
| Hologic (HOLX) | 0.0 | $1.3k | 21.00 | 61.81 | |
| PG&E Corporation (PCG) | 0.0 | $1.3k | 75.00 | 17.19 | |
| Synopsys (SNPS) | 0.0 | $1.3k | 3.00 | 429.00 | |
| Corning Incorporated (GLW) | 0.0 | $1.3k | 28.00 | 45.79 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $1.3k | 2.00 | 634.50 | |
| Assurant (AIZ) | 0.0 | $1.3k | 6.00 | 209.83 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $1.3k | 15.00 | 83.93 | |
| Edwards Lifesciences (EW) | 0.0 | $1.2k | 17.00 | 72.53 | |
| Verizon Communications (VZ) | 0.0 | $1.2k | 27.00 | 45.37 | |
| Consolidated Edison (ED) | 0.0 | $1.2k | 11.00 | 110.64 | |
| Mettler-Toledo International (MTD) | 0.0 | $1.2k | 1.00 | 1181.00 | |
| Monolithic Power Systems (MPWR) | 0.0 | $1.2k | 2.00 | 580.00 | |
| AES Corporation (AES) | 0.0 | $1.1k | 92.00 | 12.42 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $1.1k | 58.00 | 19.53 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $1.1k | 71.00 | 15.44 | |
| Lucid Group | 0.0 | $1.1k | 450.00 | 2.42 | |
| AvalonBay Communities (AVB) | 0.0 | $1.1k | 5.00 | 214.80 | |
| Teradyne (TER) | 0.0 | $1.1k | 13.00 | 82.62 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $1.1k | 25.00 | 42.52 | |
| Iqvia Holdings (IQV) | 0.0 | $1.1k | 6.00 | 176.33 | |
| Axon Enterprise (AXON) | 0.0 | $1.1k | 2.00 | 526.00 | |
| Armata Pharmaceuticals (ARMP) | 0.0 | $1.0k | 714.00 | 1.46 | |
| International Paper Company (IP) | 0.0 | $1.0k | 19.00 | 53.37 | |
| Willis Towers Watson SHS (WTW) | 0.0 | $1.0k | 3.00 | 338.00 | |
| Textron (TXT) | 0.0 | $1.0k | 14.00 | 72.29 | |
| Aptiv Com Shs (APTV) | 0.0 | $1.0k | 17.00 | 59.53 | |
| Peak (DOC) | 0.0 | $1.0k | 50.00 | 20.22 | |
| Brown Forman Corp CL B (BF.B) | 0.0 | $984.999500 | 29.00 | 33.97 | |
| FedEx Corporation (FDX) | 0.0 | $976.000000 | 4.00 | 244.00 | |
| Ford Motor Company (F) | 0.0 | $972.997300 | 97.00 | 10.03 | |
| Kinder Morgan (KMI) | 0.0 | $970.999200 | 34.00 | 28.56 | |
| Lamb Weston Hldgs (LW) | 0.0 | $959.999400 | 18.00 | 53.33 | |
| Super Micro Computer Com New (SMCI) | 0.0 | $959.000000 | 28.00 | 34.25 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $951.000000 | 5.00 | 190.20 | |
| Ball Corporation (BALL) | 0.0 | $937.999800 | 18.00 | 52.11 | |
| Stanley Black & Decker (SWK) | 0.0 | $923.000400 | 12.00 | 76.92 | |
| Northern Trust Corporation (NTRS) | 0.0 | $888.000300 | 9.00 | 98.67 | |
| Dex (DXCM) | 0.0 | $888.000100 | 13.00 | 68.31 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $888.000300 | 11.00 | 80.73 | |
| Best Buy (BBY) | 0.0 | $884.000400 | 12.00 | 73.67 | |
| Corteva (CTVA) | 0.0 | $882.000000 | 14.00 | 63.00 | |
| Dollar General (DG) | 0.0 | $880.000000 | 10.00 | 88.00 | |
| Newmont Mining Corporation (NEM) | 0.0 | $869.999400 | 18.00 | 48.33 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $848.000100 | 3.00 | 282.67 | |
| Western Digital (WDC) | 0.0 | $809.000000 | 20.00 | 40.45 | |
| Fortive (FTV) | 0.0 | $804.999800 | 11.00 | 73.18 | |
| Albemarle Corporation (ALB) | 0.0 | $792.999900 | 11.00 | 72.09 | |
| Skyworks Solutions (SWKS) | 0.0 | $776.000400 | 12.00 | 64.67 | |
| Generac Holdings (GNRC) | 0.0 | $760.000200 | 6.00 | 126.67 | |
| Viatris (VTRS) | 0.0 | $749.997400 | 86.00 | 8.72 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $738.000000 | 2.00 | 369.00 | |
| Molson Coors Beverage CL B (TAP) | 0.0 | $731.000400 | 12.00 | 60.92 | |
| Moderna (MRNA) | 0.0 | $709.000000 | 25.00 | 28.36 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $682.999800 | 7.00 | 97.57 | |
| Cooper Cos (COO) | 0.0 | $675.000000 | 8.00 | 84.38 | |
| Akamai Technologies (AKAM) | 0.0 | $644.000000 | 8.00 | 80.50 | |
| Southwest Airlines (LUV) | 0.0 | $570.999400 | 17.00 | 33.59 | |
| Host Hotels & Resorts (HST) | 0.0 | $525.999400 | 37.00 | 14.22 | |
| First Solar (FSLR) | 0.0 | $506.000000 | 4.00 | 126.50 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $480.000400 | 11.00 | 43.64 | |
| Charles River Laboratories (CRL) | 0.0 | $452.000100 | 3.00 | 150.67 | |
| Solventum Corp Com Shs (SOLV) | 0.0 | $305.000000 | 4.00 | 76.25 | |
| Masterbrand Common Stock (MBC) | 0.0 | $301.001000 | 23.00 | 13.09 | |
| Sandisk Corp (SNDK) | 0.0 | $286.000200 | 6.00 | 47.67 | |
| Embecta Corp Common Stock (EMBC) | 0.0 | $267.999900 | 21.00 | 12.76 |