Trifecta Capital Advisors as of Sept. 30, 2025
Portfolio Holdings for Trifecta Capital Advisors
Trifecta Capital Advisors holds 436 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 7.5 | $49M | 82k | 600.37 | |
| NVIDIA Corporation (NVDA) | 6.7 | $44M | 238k | 186.58 | |
| Microsoft Corporation (MSFT) | 5.5 | $36M | 70k | 517.95 | |
| Apple (AAPL) | 4.5 | $30M | 116k | 254.63 | |
| Amazon (AMZN) | 4.2 | $28M | 127k | 219.57 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 3.3 | $22M | 185k | 118.83 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.0 | $20M | 29k | 666.19 | |
| Eli Lilly & Co. (LLY) | 3.0 | $19M | 26k | 763.00 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.9 | $19M | 289k | 65.26 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.7 | $18M | 73k | 243.55 | |
| Ishares Tr Core S&p500 Etf (IVV) | 2.7 | $18M | 26k | 669.29 | |
| Meta Platforms Cl A (META) | 2.5 | $16M | 22k | 734.38 | |
| Costco Wholesale Corporation (COST) | 2.4 | $16M | 17k | 925.63 | |
| Broadcom (AVGO) | 2.3 | $15M | 45k | 329.91 | |
| Palo Alto Networks (PANW) | 2.1 | $14M | 67k | 203.62 | |
| Palantir Technologies Cl A (PLTR) | 1.9 | $13M | 70k | 182.42 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.8 | $12M | 20k | 596.03 | |
| Caterpillar (CAT) | 1.8 | $12M | 25k | 477.14 | |
| Uber Technologies (UBER) | 1.6 | $11M | 107k | 97.97 | |
| Goldman Sachs (GS) | 1.6 | $11M | 13k | 796.38 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.5 | $9.9M | 20k | 490.38 | |
| Abbvie (ABBV) | 1.4 | $9.2M | 40k | 231.54 | |
| Oracle Corporation (ORCL) | 1.4 | $9.2M | 33k | 281.24 | |
| Visa Com Cl A (V) | 1.4 | $9.0M | 26k | 341.38 | |
| Morgan Stanley Com New (MS) | 1.4 | $9.0M | 56k | 158.96 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $8.6M | 27k | 315.43 | |
| Netflix (NFLX) | 1.3 | $8.6M | 7.2k | 1198.92 | |
| Servicenow (NOW) | 1.3 | $8.4M | 9.2k | 920.28 | |
| Home Depot (HD) | 1.3 | $8.3M | 20k | 405.19 | |
| Eaton Corp SHS (ETN) | 1.2 | $7.9M | 21k | 374.25 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.1 | $7.5M | 10.00 | 754200.00 | |
| TJX Companies (TJX) | 1.0 | $6.7M | 46k | 144.54 | |
| Blackrock (BLK) | 1.0 | $6.5M | 5.5k | 1165.87 | |
| salesforce (CRM) | 1.0 | $6.4M | 27k | 237.00 | |
| Intuitive Surgical Com New (ISRG) | 1.0 | $6.3M | 14k | 447.23 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.9 | $6.2M | 16k | 391.64 | |
| Wal-Mart Stores (WMT) | 0.9 | $5.8M | 56k | 103.06 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $5.7M | 12k | 485.01 | |
| Lockheed Martin Corporation (LMT) | 0.9 | $5.6M | 11k | 499.21 | |
| Lam Research Corp Com New (LRCX) | 0.8 | $5.2M | 39k | 133.90 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.8 | $5.0M | 35k | 143.18 | |
| L3harris Technologies (LHX) | 0.7 | $4.8M | 16k | 305.42 | |
| Advanced Micro Devices (AMD) | 0.7 | $4.7M | 29k | 161.79 | |
| Boston Scientific Corporation (BSX) | 0.7 | $4.7M | 48k | 97.63 | |
| Spotify Technology S A SHS (SPOT) | 0.6 | $4.2M | 6.0k | 698.00 | |
| Amgen (AMGN) | 0.6 | $4.2M | 15k | 282.21 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $3.8M | 16k | 241.96 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $3.7M | 15k | 243.10 | |
| Vertiv Holdings Com Cl A (VRT) | 0.5 | $3.4M | 22k | 150.86 | |
| Select Sector Spdr Tr Technology (XLK) | 0.5 | $3.2M | 11k | 281.85 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $3.0M | 9.2k | 328.17 | |
| Starbucks Corporation (SBUX) | 0.4 | $2.7M | 32k | 84.60 | |
| Ishares Tr Select Divid Etf (DVY) | 0.4 | $2.4M | 17k | 142.10 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.8M | 3.6k | 502.74 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.6M | 11k | 139.16 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.3M | 2.1k | 612.39 | |
| Grail (GRAL) | 0.2 | $1.3M | 22k | 59.13 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.2M | 5.6k | 215.79 | |
| Lowe's Companies (LOW) | 0.2 | $993k | 4.0k | 251.31 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $978k | 2.8k | 355.47 | |
| Strategy Cl A New (MSTR) | 0.1 | $857k | 2.7k | 322.21 | |
| Johnson & Johnson (JNJ) | 0.1 | $769k | 4.1k | 185.42 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $742k | 2.2k | 332.84 | |
| Capital One Financial (COF) | 0.1 | $695k | 3.3k | 212.58 | |
| Chevron Corporation (CVX) | 0.1 | $688k | 4.4k | 155.29 | |
| Procter & Gamble Company (PG) | 0.1 | $674k | 4.4k | 153.65 | |
| Shake Shack Cl A (SHAK) | 0.1 | $674k | 7.2k | 93.61 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $651k | 5.8k | 112.75 | |
| Ameriprise Financial (AMP) | 0.1 | $619k | 1.3k | 491.25 | |
| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.1 | $619k | 6.8k | 90.50 | |
| Cisco Systems (CSCO) | 0.1 | $596k | 8.7k | 68.42 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $556k | 1.7k | 320.04 | |
| Marriott Intl Cl A (MAR) | 0.1 | $529k | 2.0k | 260.44 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $490k | 3.3k | 148.61 | |
| Merck & Co (MRK) | 0.1 | $488k | 5.8k | 83.93 | |
| Johnson Ctls Intl SHS (JCI) | 0.1 | $466k | 4.2k | 109.95 | |
| Dover Corporation (DOV) | 0.1 | $396k | 2.4k | 166.83 | |
| Cadence Design Systems (CDNS) | 0.1 | $385k | 1.1k | 351.26 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $360k | 1.5k | 246.60 | |
| Nebius Group Shs Class A (NBIS) | 0.1 | $357k | 3.2k | 112.27 | |
| Gilead Sciences (GILD) | 0.1 | $340k | 3.1k | 111.00 | |
| Edwards Lifesciences (EW) | 0.1 | $340k | 4.4k | 77.77 | |
| Cintas Corporation (CTAS) | 0.0 | $317k | 1.5k | 205.26 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $317k | 5.8k | 54.18 | |
| Bank of America Corporation (BAC) | 0.0 | $314k | 6.1k | 51.59 | |
| Us Bancorp Del Com New (USB) | 0.0 | $295k | 6.1k | 48.33 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $288k | 1.2k | 239.64 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $284k | 5.0k | 56.75 | |
| Illinois Tool Works (ITW) | 0.0 | $276k | 1.1k | 260.76 | |
| Waste Management (WM) | 0.0 | $274k | 1.2k | 220.83 | |
| IDEXX Laboratories (IDXX) | 0.0 | $259k | 405.00 | 638.89 | |
| Tesla Motors (TSLA) | 0.0 | $258k | 581.00 | 444.72 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $244k | 2.5k | 95.89 | |
| UnitedHealth (UNH) | 0.0 | $241k | 699.00 | 345.34 | |
| Uipath Cl A (PATH) | 0.0 | $234k | 18k | 13.38 | |
| Abbott Laboratories (ABT) | 0.0 | $231k | 1.7k | 133.94 | |
| Coca-Cola Company (KO) | 0.0 | $230k | 3.5k | 66.32 | |
| Murphy Usa (MUSA) | 0.0 | $223k | 575.00 | 388.26 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $221k | 1.7k | 130.25 | |
| Mp Materials Corp Com Cl A (MP) | 0.0 | $221k | 3.3k | 67.07 | |
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.0 | $216k | 3.9k | 55.33 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $215k | 2.6k | 81.19 | |
| Sentinelone Cl A (S) | 0.0 | $213k | 12k | 17.61 | |
| American Express Company (AXP) | 0.0 | $205k | 616.00 | 332.16 | |
| American Financial (AFG) | 0.0 | $204k | 1.4k | 145.72 | |
| 10x Genomics Cl A Com (TXG) | 0.0 | $203k | 17k | 11.69 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $202k | 432.00 | 468.41 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $197k | 943.00 | 209.34 | |
| Ge Aerospace Com New (GE) | 0.0 | $196k | 651.00 | 300.75 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $189k | 395.00 | 479.61 | |
| McDonald's Corporation (MCD) | 0.0 | $184k | 604.00 | 303.89 | |
| Norfolk Southern (NSC) | 0.0 | $183k | 610.00 | 300.41 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $183k | 500.00 | 365.48 | |
| Walt Disney Company (DIS) | 0.0 | $175k | 1.5k | 114.50 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $173k | 4.5k | 38.57 | |
| Flexshares Tr Mornstar Usmkt (TILT) | 0.0 | $173k | 713.00 | 242.29 | |
| Global X Fds Artificial Etf (AIQ) | 0.0 | $172k | 3.5k | 49.39 | |
| Micron Technology (MU) | 0.0 | $172k | 1.0k | 167.32 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $167k | 360.00 | 463.74 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $163k | 1.1k | 142.41 | |
| McKesson Corporation (MCK) | 0.0 | $162k | 210.00 | 772.54 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $161k | 9.4k | 17.16 | |
| Air Products & Chemicals (APD) | 0.0 | $161k | 589.00 | 272.72 | |
| Vulcan Materials Company (VMC) | 0.0 | $157k | 510.00 | 307.62 | |
| Enterprise Products Partners (EPD) | 0.0 | $151k | 4.8k | 31.27 | |
| Arista Networks Com Shs (ANET) | 0.0 | $145k | 992.00 | 145.71 | |
| MercadoLibre (MELI) | 0.0 | $140k | 60.00 | 2336.95 | |
| Nextera Energy (NEE) | 0.0 | $140k | 1.8k | 75.49 | |
| Honeywell International (HON) | 0.0 | $139k | 658.00 | 210.50 | |
| Waste Connections (WCN) | 0.0 | $138k | 787.00 | 175.80 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $136k | 2.3k | 59.93 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $134k | 413.00 | 323.58 | |
| Constellation Energy (CEG) | 0.0 | $125k | 381.00 | 329.07 | |
| Metropcs Communications (TMUS) | 0.0 | $125k | 523.00 | 239.38 | |
| Fortinet (FTNT) | 0.0 | $124k | 1.5k | 84.08 | |
| Marvell Technology (MRVL) | 0.0 | $120k | 1.4k | 84.08 | |
| Travelers Companies (TRV) | 0.0 | $118k | 422.00 | 279.22 | |
| American Electric Power Company (AEP) | 0.0 | $114k | 1.0k | 112.50 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $110k | 2.8k | 39.19 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $103k | 400.00 | 258.36 | |
| Accel Entertainment Com Cl A1 (ACEL) | 0.0 | $101k | 9.1k | 11.07 | |
| Hca Holdings (HCA) | 0.0 | $96k | 225.00 | 426.20 | |
| Cidara Therapeutics Com New (CDTX) | 0.0 | $96k | 1.0k | 95.76 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $95k | 2.1k | 44.69 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $95k | 568.00 | 167.33 | |
| Ge Vernova (GEV) | 0.0 | $92k | 149.00 | 614.91 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $90k | 355.00 | 254.28 | |
| Zoetis Cl A (ZTS) | 0.0 | $90k | 614.00 | 146.32 | |
| Snowflake Com Shs (SNOW) | 0.0 | $87k | 385.00 | 225.55 | |
| Cameco Corporation (CCJ) | 0.0 | $80k | 950.00 | 83.86 | |
| CSX Corporation (CSX) | 0.0 | $79k | 2.2k | 35.51 | |
| Southwest Gas Corporation (SWX) | 0.0 | $78k | 1.0k | 78.34 | |
| Littelfuse (LFUS) | 0.0 | $78k | 301.00 | 259.01 | |
| Live Nation Entertainment (LYV) | 0.0 | $77k | 471.00 | 163.40 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $76k | 100.00 | 758.15 | |
| Linde SHS (LIN) | 0.0 | $76k | 159.00 | 475.00 | |
| Lemonade (LMND) | 0.0 | $75k | 1.4k | 53.53 | |
| Boeing Company (BA) | 0.0 | $74k | 344.00 | 215.83 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $72k | 345.00 | 208.57 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $72k | 3.7k | 19.53 | |
| Align Technology (ALGN) | 0.0 | $70k | 556.00 | 125.22 | |
| Dominion Resources (D) | 0.0 | $69k | 1.1k | 61.17 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $65k | 1.1k | 58.21 | |
| Listed Fds Tr Roundhill Magnif (MAGS) | 0.0 | $65k | 1.0k | 64.86 | |
| Booking Holdings (BKNG) | 0.0 | $65k | 12.00 | 5399.33 | |
| Astera Labs (ALAB) | 0.0 | $64k | 328.00 | 195.80 | |
| Vanguard World Health Car Etf (VHT) | 0.0 | $62k | 238.00 | 259.60 | |
| W.W. Grainger (GWW) | 0.0 | $61k | 64.00 | 952.97 | |
| Marsh & McLennan Companies | 0.0 | $58k | 289.00 | 201.53 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $57k | 100.00 | 568.81 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $53k | 668.00 | 79.93 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $53k | 557.00 | 95.39 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $49k | 66.00 | 746.64 | |
| Automatic Data Processing (ADP) | 0.0 | $49k | 166.00 | 293.50 | |
| First Tr Exchange-traded A Com Shs (FTC) | 0.0 | $45k | 282.00 | 160.66 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $43k | 197.00 | 219.53 | |
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.0 | $42k | 253.00 | 165.45 | |
| Datadog Cl A Com (DDOG) | 0.0 | $41k | 290.00 | 142.40 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $40k | 275.00 | 144.37 | |
| General Dynamics Corporation (GD) | 0.0 | $38k | 110.00 | 341.00 | |
| Verizon Communications (VZ) | 0.0 | $37k | 842.00 | 43.95 | |
| International Business Machines (IBM) | 0.0 | $36k | 126.00 | 282.17 | |
| RPM International (RPM) | 0.0 | $35k | 300.00 | 117.88 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $34k | 616.00 | 55.49 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $34k | 96.00 | 352.75 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $33k | 110.00 | 297.92 | |
| Applied Materials (AMAT) | 0.0 | $32k | 154.00 | 204.74 | |
| Zscaler Incorporated (ZS) | 0.0 | $32k | 105.00 | 299.67 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $31k | 220.00 | 139.67 | |
| Cme (CME) | 0.0 | $30k | 113.00 | 269.18 | |
| ConocoPhillips (COP) | 0.0 | $29k | 307.00 | 94.59 | |
| Barrick Mng Corp Com Shs (B) | 0.0 | $29k | 875.00 | 32.77 | |
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.0 | $29k | 258.00 | 110.38 | |
| Everest Re Group (EG) | 0.0 | $28k | 80.00 | 350.24 | |
| Itt (ITT) | 0.0 | $27k | 150.00 | 178.76 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $27k | 220.00 | 120.72 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $25k | 510.00 | 49.01 | |
| Spdr Series Trust S&p Biotech (XBI) | 0.0 | $25k | 245.00 | 100.20 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $23k | 348.00 | 65.92 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $23k | 78.00 | 293.74 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $23k | 233.00 | 97.82 | |
| Becton, Dickinson and (BDX) | 0.0 | $23k | 121.00 | 187.17 | |
| Amdocs SHS (DOX) | 0.0 | $23k | 275.00 | 82.05 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.0 | $22k | 541.00 | 39.69 | |
| Intuit (INTU) | 0.0 | $21k | 31.00 | 682.94 | |
| Nike CL B (NKE) | 0.0 | $20k | 293.00 | 69.73 | |
| Elbit Sys Ord (ESLT) | 0.0 | $20k | 40.00 | 509.80 | |
| 3M Company (MMM) | 0.0 | $19k | 124.00 | 155.19 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $18k | 200.00 | 91.37 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $18k | 167.00 | 106.78 | |
| Deere & Company (DE) | 0.0 | $18k | 39.00 | 454.54 | |
| Williams Companies (WMB) | 0.0 | $17k | 273.00 | 63.35 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.0 | $17k | 400.00 | 42.95 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $17k | 235.00 | 72.77 | |
| Roper Industries (ROP) | 0.0 | $17k | 34.00 | 498.71 | |
| Enbridge (ENB) | 0.0 | $17k | 334.00 | 50.46 | |
| First Tr Exchange-traded A Com Shs (FNX) | 0.0 | $17k | 134.00 | 125.41 | |
| Amphenol Corp Cl A (APH) | 0.0 | $17k | 135.00 | 123.76 | |
| Pfizer (PFE) | 0.0 | $17k | 647.00 | 25.48 | |
| Emerson Electric (EMR) | 0.0 | $16k | 124.00 | 131.19 | |
| AmerisourceBergen (COR) | 0.0 | $16k | 52.00 | 312.54 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $15k | 15.00 | 968.13 | |
| Universal Display Corporation (OLED) | 0.0 | $14k | 100.00 | 143.63 | |
| Qualcomm (QCOM) | 0.0 | $14k | 86.00 | 166.36 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $14k | 191.00 | 74.37 | |
| Pepsi (PEP) | 0.0 | $14k | 101.00 | 140.45 | |
| Sap Se Spon Adr (SAP) | 0.0 | $14k | 53.00 | 267.23 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $14k | 204.00 | 68.81 | |
| At&t (T) | 0.0 | $14k | 497.00 | 28.24 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $13k | 71.00 | 183.73 | |
| Wells Fargo & Company (WFC) | 0.0 | $13k | 152.00 | 83.82 | |
| EQT Corporation (EQT) | 0.0 | $13k | 231.00 | 54.43 | |
| Applovin Corp Com Cl A (APP) | 0.0 | $12k | 17.00 | 718.59 | |
| Howmet Aerospace (HWM) | 0.0 | $12k | 60.00 | 196.23 | |
| HEICO Corporation (HEI) | 0.0 | $11k | 35.00 | 322.83 | |
| Equinix (EQIX) | 0.0 | $11k | 14.00 | 783.29 | |
| Intercontinental Exchange (ICE) | 0.0 | $11k | 64.00 | 168.48 | |
| Sherwin-Williams Company (SHW) | 0.0 | $10k | 30.00 | 346.27 | |
| Digital Realty Trust (DLR) | 0.0 | $10k | 59.00 | 171.63 | |
| Nrg Energy Com New (NRG) | 0.0 | $9.9k | 61.00 | 161.95 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $9.6k | 300.00 | 31.91 | |
| Dow (DOW) | 0.0 | $9.2k | 400.00 | 22.93 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $9.1k | 326.00 | 27.94 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $9.0k | 107.00 | 84.11 | |
| Dell Technologies CL C (DELL) | 0.0 | $8.9k | 63.00 | 141.78 | |
| Philip Morris International (PM) | 0.0 | $8.9k | 55.00 | 162.20 | |
| Cbre Group Cl A (CBRE) | 0.0 | $8.7k | 55.00 | 157.56 | |
| Apollo Global Mgmt (APO) | 0.0 | $8.5k | 64.00 | 133.28 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $8.1k | 42.00 | 192.76 | |
| O'reilly Automotive (ORLY) | 0.0 | $8.1k | 75.00 | 107.81 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $7.8k | 28.00 | 279.32 | |
| Diamondback Energy (FANG) | 0.0 | $7.4k | 52.00 | 143.12 | |
| Analog Devices (ADI) | 0.0 | $7.1k | 29.00 | 245.72 | |
| Progressive Corporation (PGR) | 0.0 | $6.9k | 28.00 | 246.96 | |
| Allstate Corporation (ALL) | 0.0 | $6.7k | 31.00 | 214.68 | |
| Intel Corporation (INTC) | 0.0 | $6.6k | 198.00 | 33.55 | |
| Prologis (PLD) | 0.0 | $6.6k | 58.00 | 114.53 | |
| Citigroup Com New (C) | 0.0 | $6.6k | 65.00 | 101.51 | |
| Godaddy Cl A (GDDY) | 0.0 | $6.6k | 48.00 | 136.83 | |
| AeroVironment (AVAV) | 0.0 | $6.3k | 20.00 | 314.90 | |
| D.R. Horton (DHI) | 0.0 | $5.9k | 35.00 | 169.49 | |
| S&p Global (SPGI) | 0.0 | $5.8k | 12.00 | 486.75 | |
| Nasdaq Omx (NDAQ) | 0.0 | $5.8k | 66.00 | 88.45 | |
| United Rentals (URI) | 0.0 | $5.7k | 6.00 | 954.67 | |
| Paypal Holdings (PYPL) | 0.0 | $5.6k | 83.00 | 67.06 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $5.3k | 169.00 | 31.42 | |
| Altria (MO) | 0.0 | $5.2k | 79.00 | 66.06 | |
| Anthem (ELV) | 0.0 | $5.2k | 16.00 | 323.12 | |
| Valero Energy Corporation (VLO) | 0.0 | $4.9k | 29.00 | 170.28 | |
| PNC Financial Services (PNC) | 0.0 | $4.8k | 24.00 | 200.96 | |
| Chubb (CB) | 0.0 | $4.8k | 17.00 | 282.29 | |
| AFLAC Incorporated (AFL) | 0.0 | $4.7k | 42.00 | 111.71 | |
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $4.4k | 300.00 | 14.68 | |
| Danaher Corporation (DHR) | 0.0 | $4.4k | 22.00 | 198.27 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $4.3k | 155.00 | 27.77 | |
| eBay (EBAY) | 0.0 | $4.3k | 47.00 | 90.96 | |
| Baker Hughes Company Cl A (BKR) | 0.0 | $4.1k | 85.00 | 48.73 | |
| Motorola Solutions Com New (MSI) | 0.0 | $4.1k | 9.00 | 457.33 | |
| Pulte (PHM) | 0.0 | $4.1k | 31.00 | 132.16 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $4.0k | 101.00 | 39.23 | |
| Wec Energy Group (WEC) | 0.0 | $3.9k | 34.00 | 114.62 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $3.9k | 15.00 | 259.47 | |
| Expedia Group Com New (EXPE) | 0.0 | $3.8k | 18.00 | 213.78 | |
| Cummins (CMI) | 0.0 | $3.8k | 9.00 | 422.44 | |
| Sempra Energy (SRE) | 0.0 | $3.8k | 42.00 | 90.00 | |
| Stryker Corporation (SYK) | 0.0 | $3.7k | 10.00 | 369.70 | |
| Fiserv (FI) | 0.0 | $3.6k | 28.00 | 128.96 | |
| Medtronic SHS (MDT) | 0.0 | $3.5k | 37.00 | 95.24 | |
| Truist Financial Corp equities (TFC) | 0.0 | $3.5k | 76.00 | 45.72 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $3.4k | 55.00 | 62.47 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $3.4k | 20.00 | 170.85 | |
| Msci (MSCI) | 0.0 | $3.4k | 6.00 | 567.50 | |
| Hershey Company (HSY) | 0.0 | $3.4k | 18.00 | 187.06 | |
| Paccar (PCAR) | 0.0 | $3.3k | 34.00 | 98.32 | |
| Microchip Technology (MCHP) | 0.0 | $3.3k | 52.00 | 64.23 | |
| Eversource Energy (ES) | 0.0 | $3.3k | 46.00 | 71.15 | |
| Cardinal Health (CAH) | 0.0 | $3.1k | 20.00 | 157.00 | |
| Snap-on Incorporated (SNA) | 0.0 | $3.1k | 9.00 | 346.56 | |
| Dick's Sporting Goods (DKS) | 0.0 | $3.1k | 14.00 | 222.29 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $3.1k | 125.00 | 24.63 | |
| American Tower Reit (AMT) | 0.0 | $3.1k | 16.00 | 192.38 | |
| CMS Energy Corporation (CMS) | 0.0 | $3.1k | 42.00 | 73.26 | |
| Masco Corporation (MAS) | 0.0 | $3.0k | 43.00 | 70.40 | |
| Fastenal Company (FAST) | 0.0 | $2.9k | 60.00 | 49.05 | |
| Gartner (IT) | 0.0 | $2.9k | 11.00 | 262.91 | |
| Moody's Corporation (MCO) | 0.0 | $2.9k | 6.00 | 476.50 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $2.8k | 12.00 | 236.08 | |
| Iron Mountain (IRM) | 0.0 | $2.8k | 27.00 | 101.96 | |
| Yum! Brands (YUM) | 0.0 | $2.7k | 18.00 | 152.00 | |
| Key (KEY) | 0.0 | $2.7k | 146.00 | 18.69 | |
| SYSCO Corporation (SYY) | 0.0 | $2.7k | 33.00 | 82.36 | |
| Beyondspring SHS (BYSI) | 0.0 | $2.7k | 1.5k | 1.81 | |
| Welltower Inc Com reit (WELL) | 0.0 | $2.7k | 15.00 | 178.20 | |
| Citizens Financial (CFG) | 0.0 | $2.7k | 50.00 | 53.16 | |
| Entergy Corporation (ETR) | 0.0 | $2.6k | 28.00 | 93.21 | |
| Public Storage (PSA) | 0.0 | $2.6k | 9.00 | 288.89 | |
| Devon Energy Corporation (DVN) | 0.0 | $2.6k | 74.00 | 35.07 | |
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $2.6k | 80.00 | 32.12 | |
| Ametek (AME) | 0.0 | $2.4k | 13.00 | 188.00 | |
| Monster Beverage Corp (MNST) | 0.0 | $2.4k | 36.00 | 67.33 | |
| Paychex (PAYX) | 0.0 | $2.4k | 19.00 | 126.79 | |
| Corning Incorporated (GLW) | 0.0 | $2.3k | 28.00 | 82.04 | |
| Xcel Energy (XEL) | 0.0 | $2.3k | 28.00 | 80.68 | |
| Brown & Brown (BRO) | 0.0 | $2.3k | 24.00 | 93.79 | |
| Newmont Mining Corporation (NEM) | 0.0 | $2.2k | 26.00 | 84.35 | |
| Ecolab (ECL) | 0.0 | $2.2k | 8.00 | 273.88 | |
| Southern Company (SO) | 0.0 | $2.2k | 23.00 | 94.78 | |
| Ross Stores (ROST) | 0.0 | $2.1k | 14.00 | 152.43 | |
| Armata Pharmaceuticals (ARMP) | 0.0 | $2.1k | 714.00 | 2.98 | |
| West Pharmaceutical Services (WST) | 0.0 | $2.1k | 8.00 | 262.38 | |
| Rockwell Automation (ROK) | 0.0 | $2.1k | 6.00 | 349.67 | |
| United Parcel Service CL B (UPS) | 0.0 | $2.1k | 25.00 | 83.56 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $2.1k | 28.00 | 74.50 | |
| Dollar Tree (DLTR) | 0.0 | $2.1k | 22.00 | 94.41 | |
| Crown Castle Intl (CCI) | 0.0 | $2.0k | 21.00 | 96.52 | |
| Electronic Arts (EA) | 0.0 | $2.0k | 10.00 | 201.70 | |
| Huntington Ingalls Inds (HII) | 0.0 | $2.0k | 7.00 | 288.00 | |
| Globe Life (GL) | 0.0 | $2.0k | 14.00 | 143.00 | |
| DTE Energy Company (DTE) | 0.0 | $2.0k | 14.00 | 141.50 | |
| ResMed (RMD) | 0.0 | $1.9k | 7.00 | 273.86 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $1.9k | 9.00 | 206.56 | |
| Schlumberger Com Stk (SLB) | 0.0 | $1.9k | 54.00 | 34.37 | |
| Carrier Global Corporation (CARR) | 0.0 | $1.9k | 31.00 | 59.71 | |
| International Flavors & Fragrances (IFF) | 0.0 | $1.8k | 30.00 | 61.57 | |
| Monolithic Power Systems (MPWR) | 0.0 | $1.8k | 2.00 | 921.00 | |
| PerkinElmer (RVTY) | 0.0 | $1.8k | 21.00 | 87.67 | |
| Hldgs (UAL) | 0.0 | $1.8k | 19.00 | 96.53 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $1.8k | 3.00 | 609.33 | |
| Mid-America Apartment (MAA) | 0.0 | $1.8k | 13.00 | 139.77 | |
| EOG Resources (EOG) | 0.0 | $1.8k | 16.00 | 112.12 | |
| NetApp (NTAP) | 0.0 | $1.8k | 15.00 | 118.47 | |
| Ameren Corporation (AEE) | 0.0 | $1.8k | 17.00 | 104.41 | |
| Pentair SHS (PNR) | 0.0 | $1.8k | 16.00 | 110.81 | |
| Oneok (OKE) | 0.0 | $1.8k | 24.00 | 73.00 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $1.7k | 71.00 | 24.56 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.7k | 14.00 | 124.36 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $1.7k | 26.00 | 66.92 | |
| Cigna Corp (CI) | 0.0 | $1.7k | 6.00 | 288.33 | |
| Bristol Myers Squibb (BMY) | 0.0 | $1.7k | 38.00 | 45.11 | |
| Boston Properties (BXP) | 0.0 | $1.7k | 23.00 | 74.35 | |
| Tyson Foods Cl A (TSN) | 0.0 | $1.7k | 31.00 | 54.32 | |
| Apa Corporation (APA) | 0.0 | $1.7k | 69.00 | 24.29 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $1.6k | 15.00 | 109.00 | |
| Nortonlifelock (GEN) | 0.0 | $1.6k | 57.00 | 28.40 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $1.6k | 13.00 | 123.77 | |
| Clorox Company (CLX) | 0.0 | $1.6k | 13.00 | 123.31 | |
| Humana (HUM) | 0.0 | $1.6k | 6.00 | 260.33 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $1.6k | 33.00 | 47.27 | |
| Insulet Corporation (PODD) | 0.0 | $1.5k | 5.00 | 308.80 | |
| Comerica Incorporated | 0.0 | $1.5k | 22.00 | 68.55 | |
| Public Service Enterprise (PEG) | 0.0 | $1.5k | 18.00 | 83.50 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $1.5k | 17.00 | 88.18 | |
| LKQ Corporation (LKQ) | 0.0 | $1.5k | 49.00 | 30.55 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $1.5k | 51.00 | 28.92 | |
| PPG Industries (PPG) | 0.0 | $1.5k | 14.00 | 105.14 | |
| Aptiv Com Shs (APTV) | 0.0 | $1.5k | 17.00 | 86.24 | |
| Eastman Chemical Company (EMN) | 0.0 | $1.5k | 23.00 | 63.09 | |
| Colgate-Palmolive Company (CL) | 0.0 | $1.4k | 18.00 | 79.94 | |
| Kkr & Co (KKR) | 0.0 | $1.4k | 11.00 | 130.00 | |
| Hologic (HOLX) | 0.0 | $1.4k | 21.00 | 67.52 | |
| Fidelity National Information Services (FIS) | 0.0 | $1.4k | 21.00 | 65.95 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $1.4k | 15.00 | 91.47 | |
| Nucor Corporation (NUE) | 0.0 | $1.4k | 10.00 | 135.50 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $1.4k | 18.00 | 75.11 | |
| Constellation Brands Cl A (STZ) | 0.0 | $1.3k | 10.00 | 134.70 | |
| Assurant (AIZ) | 0.0 | $1.3k | 6.00 | 216.67 | |
| Mosaic (MOS) | 0.0 | $1.2k | 36.00 | 34.69 | |
| Quanta Services (PWR) | 0.0 | $1.2k | 3.00 | 414.67 | |
| Mettler-Toledo International (MTD) | 0.0 | $1.2k | 1.00 | 1228.00 | |
| Fortune Brands (FBIN) | 0.0 | $1.2k | 23.00 | 53.39 | |
| Northern Trust Corporation (NTRS) | 0.0 | $1.2k | 9.00 | 134.67 | |
| Textron (TXT) | 0.0 | $1.2k | 14.00 | 84.50 | |
| Ford Motor Company (F) | 0.0 | $1.2k | 97.00 | 11.97 | |
| Iqvia Holdings (IQV) | 0.0 | $1.1k | 6.00 | 190.00 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $1.1k | 5.00 | 227.80 | |
| PG&E Corporation (PCG) | 0.0 | $1.1k | 75.00 | 15.08 | |
| Consolidated Edison (ED) | 0.0 | $1.1k | 11.00 | 100.55 | |
| Ceridian Hcm Hldg | 0.0 | $1.1k | 16.00 | 68.94 | |
| General Motors Company (GM) | 0.0 | $1.1k | 18.00 | 61.00 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $1.1k | 25.00 | 43.32 | |
| Lucid Group Com New (LCID) | 0.0 | $1.1k | 45.00 | 23.80 | |
| Lamb Weston Hldgs (LW) | 0.0 | $1.0k | 18.00 | 58.11 | |
| Willis Towers Watson SHS (WTW) | 0.0 | $1.0k | 3.00 | 345.67 | |
| Dollar General (DG) | 0.0 | $1.0k | 10.00 | 103.40 | |
| Target Corporation (TGT) | 0.0 | $987.000300 | 11.00 | 89.73 | |
| Smurfit Westrock SHS (SW) | 0.0 | $980.000100 | 23.00 | 42.61 | |
| AvalonBay Communities (AVB) | 0.0 | $966.000000 | 5.00 | 193.20 | |
| Kinder Morgan (KMI) | 0.0 | $962.999000 | 34.00 | 28.32 | |
| Workday Cl A (WDAY) | 0.0 | $963.000000 | 4.00 | 240.75 | |
| Peak (DOC) | 0.0 | $958.000000 | 50.00 | 19.16 | |
| Corteva (CTVA) | 0.0 | $947.000600 | 14.00 | 67.64 | |
| FedEx Corporation (FDX) | 0.0 | $944.000000 | 4.00 | 236.00 | |
| International Paper Company (IP) | 0.0 | $928.000000 | 20.00 | 46.40 | |
| Southwest Airlines (LUV) | 0.0 | $925.999000 | 29.00 | 31.93 | |
| Best Buy (BBY) | 0.0 | $908.000400 | 12.00 | 75.67 | |
| Ball Corporation (BALL) | 0.0 | $907.999200 | 18.00 | 50.44 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $891.999900 | 3.00 | 297.33 | |
| Bio-techne Corporation (TECH) | 0.0 | $891.000000 | 16.00 | 55.69 | |
| Edison International (EIX) | 0.0 | $829.999500 | 15.00 | 55.33 | |
| Kenvue (KVUE) | 0.0 | $812.000000 | 50.00 | 16.24 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $811.000000 | 8.00 | 101.38 | |
| Brown Forman Corp CL B (BF.B) | 0.0 | $785.998600 | 29.00 | 27.10 | |
| Centene Corporation (CNC) | 0.0 | $784.999600 | 22.00 | 35.68 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $747.000100 | 7.00 | 106.71 | |
| Baxter International (BAX) | 0.0 | $706.000200 | 31.00 | 22.77 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $637.999200 | 18.00 | 35.44 | |
| Akamai Technologies (AKAM) | 0.0 | $607.000000 | 8.00 | 75.88 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $551.000000 | 2.00 | 275.50 | |
| Cooper Cos (COO) | 0.0 | $549.000000 | 8.00 | 68.62 | |
| Molson Coors Beverage CL B (TAP) | 0.0 | $543.000000 | 12.00 | 45.25 | |
| Fortive (FTV) | 0.0 | $539.000000 | 11.00 | 49.00 | |
| Lululemon Athletica (LULU) | 0.0 | $534.000000 | 3.00 | 178.00 | |
| Masterbrand Common Stock (MBC) | 0.0 | $302.999700 | 23.00 | 13.17 | |
| Embecta Corp Common Stock (EMBC) | 0.0 | $297.000900 | 21.00 | 14.14 | |
| Solventum Corp Com Shs (SOLV) | 0.0 | $292.000000 | 4.00 | 73.00 | |
| Ralliant Corp (RAL) | 0.0 | $132.000000 | 3.00 | 44.00 |