TritonPoint Partners

TritonPoint Partners as of June 30, 2026

Portfolio Holdings for TritonPoint Partners

TritonPoint Partners holds 351 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 8.4 $102M 351k 289.36
Alphabet Cap Stk Cl A (GOOGL) 4.1 $49M 138k 357.37
Alphabet Cap Stk Cl C (GOOG) 3.7 $45M 128k 353.33
Amazon (AMZN) 3.4 $41M 170k 238.34
Vanguard Index Fds Growth Etf (VUG) 3.1 $38M 435k 86.14
Lam Research Corp Com New (LRCX) 2.5 $31M 71k 433.59
JPMorgan Chase & Co. (JPM) 2.4 $29M 87k 327.33
Microsoft Corporation (MSFT) 2.3 $27M 73k 373.02
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.0 $24M 35k 686.80
Ishares Tr U.s. Tech Etf (IYW) 2.0 $24M 94k 252.23
NVIDIA Corporation (NVDA) 1.9 $23M 116k 200.09
Visa Com Cl A (V) 1.7 $20M 58k 343.09
Xpo Logistics Inc equity (XPO) 1.6 $19M 93k 205.29
Johnson & Johnson (JNJ) 1.6 $19M 74k 253.97
Ishares Tr Core S&p500 Etf (IVV) 1.3 $16M 21k 748.88
Dover Corporation (DOV) 1.3 $15M 68k 224.28
Wal-Mart Stores (WMT) 1.2 $15M 128k 113.26
Broadstone Net Lease (BNL) 1.2 $14M 676k 20.96
Mastercard Incorporated Cl A (MA) 1.1 $14M 27k 513.60
TJX Companies (TJX) 1.0 $13M 83k 151.50
Select Sector Spdr Tr St Str Indl Etf (XLI) 1.0 $12M 67k 185.23
Danaher Corporation (DHR) 1.0 $12M 63k 190.88
Select Sector Spdr Tr St Str Techn Etf (XLK) 1.0 $12M 61k 190.52
Intuitive Surgical Com New (ISRG) 0.9 $11M 28k 397.69
Select Sector Spdr Tr Financial (XLF) 0.9 $11M 208k 53.61
Chubb (CB) 0.9 $11M 32k 341.75
Caterpillar (CAT) 0.9 $11M 10k 1064.90
Boeing Company (BA) 0.8 $9.8M 45k 216.47
Thermo Fisher Scientific (TMO) 0.8 $9.7M 19k 501.83
Analog Devices (ADI) 0.8 $9.6M 24k 397.18
Micron Technology (MU) 0.7 $8.9M 7.7k 1154.34
Mondelez Intl Cl A (MDLZ) 0.7 $8.6M 147k 58.34
Spdr Series Trust State Street Spd (SPYG) 0.7 $8.5M 72k 118.99
Merck & Co (MRK) 0.7 $8.4M 65k 129.34
Qxo Com New (QXO) 0.7 $8.3M 483k 17.28
Ge Vernova (GEV) 0.6 $7.6M 6.5k 1175.35
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $7.5M 15k 500.37
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $7.4M 47k 158.03
Yum! Brands (YUM) 0.6 $7.1M 44k 159.86
Starbucks Corporation (SBUX) 0.6 $7.0M 68k 102.19
Chevron Corporation (CVX) 0.6 $6.9M 42k 165.76
Ishares Tr Rus 2000 Grw Etf (IWO) 0.6 $6.9M 18k 393.96
Ishares Tr Core Msci Eafe (IEFA) 0.6 $6.7M 69k 96.58
Select Sector Spdr Tr St Str Care Etf (XLV) 0.5 $6.6M 41k 158.66
Pepsi (PEP) 0.5 $6.5M 48k 135.40
Raytheon Technologies Corp (RTX) 0.5 $6.5M 34k 189.73
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.5 $5.9M 12k 478.47
Home Depot (HD) 0.5 $5.9M 17k 352.68
Costco Wholesale Corporation (COST) 0.5 $5.8M 6.2k 935.52
Capital One Financial (COF) 0.5 $5.5M 27k 200.62
Ishares Tr S&p Mc 400gr Etf (IJK) 0.5 $5.4M 46k 117.50
UnitedHealth (UNH) 0.4 $5.4M 13k 415.64
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.4 $5.3M 101k 52.34
EOG Resources (EOG) 0.4 $5.1M 40k 129.73
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $5.1M 35k 148.31
Colgate-Palmolive Company (CL) 0.4 $5.1M 56k 91.68
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.4 $5.1M 112k 45.66
Eli Lilly & Co. (LLY) 0.4 $5.1M 4.2k 1199.29
Broadcom (AVGO) 0.4 $5.0M 13k 377.76
Blackrock (BLK) 0.4 $5.0M 5.2k 961.48
Cme (CME) 0.4 $4.9M 22k 220.83
Ecolab (ECL) 0.4 $4.8M 17k 279.33
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $4.7M 62k 76.70
Abbott Laboratories (ABT) 0.4 $4.6M 51k 90.74
Wells Fargo & Company (WFC) 0.4 $4.5M 55k 82.64
AES Corporation (AES) 0.4 $4.4M 300k 14.66
L3harris Technologies (LHX) 0.4 $4.4M 15k 290.59
Servicenow (NOW) 0.4 $4.3M 44k 99.28
Procter & Gamble Company (PG) 0.4 $4.3M 29k 146.64
Coca-Cola Company (KO) 0.4 $4.3M 52k 81.66
Ishares Tr Hdg Msci Eafe (HEFA) 0.4 $4.3M 91k 46.93
Spdr Series Trust State Street Spd (SPYV) 0.3 $4.2M 69k 60.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $4.2M 5.6k 748.63
Vanguard Index Fds Small Cp Etf (VB) 0.3 $4.0M 13k 303.12
Brookfield Infrastructure Pa Lp Int Unit (BIP) 0.3 $4.0M 110k 36.49
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $4.0M 5.5k 737.16
Parker-Hannifin Corporation (PH) 0.3 $4.0M 4.1k 978.12
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.3 $3.8M 35k 107.13
Palo Alto Networks (PANW) 0.3 $3.7M 11k 341.02
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $3.7M 10k 370.04
Generac Holdings (GNRC) 0.3 $3.7M 13k 292.81
Meta Platforms Cl A (META) 0.3 $3.7M 6.6k 563.33
Marriott Intl Cl A (MAR) 0.3 $3.6M 9.8k 370.60
Lockheed Martin Corporation (LMT) 0.3 $3.6M 7.0k 509.49
PNC Financial Services (PNC) 0.3 $3.5M 14k 246.22
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $3.5M 18k 197.60
Ishares Core Msci Emkt (IEMG) 0.3 $3.4M 42k 82.84
Bank of America Corporation (BAC) 0.3 $3.4M 60k 56.98
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.3 $3.4M 29k 117.28
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $3.3M 33k 98.98
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $3.2M 40k 80.57
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.3 $3.1M 70k 44.85
Oracle Corporation (ORCL) 0.3 $3.1M 21k 146.55
Vanguard World Inf Tech Etf (VGT) 0.2 $2.9M 25k 119.52
Labcorp Holdings Com Shs (LH) 0.2 $2.9M 10k 280.00
Vanguard Index Fds Value Etf (VTV) 0.2 $2.9M 13k 217.93
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $2.8M 37k 77.11
Blackstone Group Inc Com Cl A (BX) 0.2 $2.8M 24k 117.67
Abbvie (ABBV) 0.2 $2.8M 11k 251.65
Tesla Motors (TSLA) 0.2 $2.8M 6.6k 420.58
Union Pacific Corporation (UNP) 0.2 $2.7M 10k 272.00
AeroVironment (AVAV) 0.2 $2.7M 16k 165.07
McDonald's Corporation (MCD) 0.2 $2.7M 10k 270.31
Enterprise Products Partners (EPD) 0.2 $2.6M 71k 36.76
Ball Corporation (BALL) 0.2 $2.6M 41k 62.40
Ishares Tr Mbs Etf (MBB) 0.2 $2.6M 27k 94.52
Tcw Transform Etf Trust Transform System (PWRD) 0.2 $2.5M 21k 122.96
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.2 $2.4M 57k 42.59
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $2.4M 10k 242.99
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $2.4M 17k 137.53
Charles Schwab Corporation (SCHW) 0.2 $2.3M 25k 92.27
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $2.1M 5.7k 365.69
Advanced Micro Devices (AMD) 0.2 $2.0M 3.5k 580.91
Ishares Tr Us Consum Discre (IYC) 0.2 $2.0M 20k 101.10
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $2.0M 26k 77.91
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.2 $1.9M 22k 83.07
Ishares Tr Core Div Grwth (DGRO) 0.2 $1.8M 24k 75.79
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $1.8M 5.9k 306.31
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $1.8M 61k 29.43
Dell Technologies CL C (DELL) 0.1 $1.7M 3.9k 431.46
Check Point Software Tech Lt Ord (CHKP) 0.1 $1.6M 12k 131.43
Cisco Systems (CSCO) 0.1 $1.6M 14k 117.46
Exxon Mobil Corporation (XOM) 0.1 $1.6M 12k 136.72
Fidelity Covington Trust Enhanced Small (FESM) 0.1 $1.6M 32k 48.29
Blackrock Etf Trust Ishares A I Inno (BAI) 0.1 $1.5M 29k 52.72
Kla Corp Com New (KLAC) 0.1 $1.5M 4.9k 301.71
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $1.5M 16k 93.38
Walt Disney Company (DIS) 0.1 $1.4M 15k 96.92
Ge Aerospace Com New (GE) 0.1 $1.4M 3.7k 373.76
Applied Materials (AMAT) 0.1 $1.4M 1.9k 723.00
Automatic Data Processing (ADP) 0.1 $1.4M 6.1k 225.62
Emerson Electric (EMR) 0.1 $1.3M 9.4k 143.15
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $1.3M 23k 56.48
Bristol Myers Squibb (BMY) 0.1 $1.3M 23k 57.62
Ishares Tr Us Industrials (IYJ) 0.1 $1.2M 7.3k 166.65
United Parcel Svcs CL B (UPS) 0.1 $1.2M 11k 107.50
Gxo Logistics Incorporated Common Stock (GXO) 0.1 $1.2M 24k 50.70
Corning Incorporated (GLW) 0.1 $1.2M 4.7k 255.42
Ishares Tr Expanded Tech (IGV) 0.1 $1.2M 13k 90.60
Spdr Series Trust State Street Spd (SPSB) 0.1 $1.2M 39k 30.01
Netflix (NFLX) 0.1 $1.2M 16k 71.40
Intel Corporation (INTC) 0.1 $1.1M 8.2k 139.63
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $1.1M 11k 100.35
Stryker Corporation (SYK) 0.1 $1.1M 3.5k 315.68
Goldman Sachs (GS) 0.1 $1.1M 1.1k 1011.80
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.1M 8.6k 124.16
Ishares Tr National Mun Etf (MUB) 0.1 $1.1M 9.9k 107.62
3M Company (MMM) 0.1 $1.1M 6.6k 161.91
Akamai Technologies (AKAM) 0.1 $1.1M 9.0k 118.21
Linde SHS (LIN) 0.1 $1.0M 2.0k 518.87
Qualcomm (QCOM) 0.1 $1.0M 5.6k 184.78
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $1.0M 1.5k 705.04
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $1.0M 10k 102.16
Oneok (OKE) 0.1 $1.0M 12k 86.94
Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.0M 2.4k 409.58
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $1.0M 1.5k 656.08
Snowflake Com Shs (SNOW) 0.1 $978k 3.8k 254.50
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.1 $969k 18k 53.11
Ishares Tr Russell 2000 Etf (IWM) 0.1 $955k 3.2k 300.43
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $924k 14k 67.01
Nasdaq Omx (NDAQ) 0.1 $901k 11k 78.82
American Express Company (AXP) 0.1 $881k 2.6k 338.31
Agilent Technologies Inc C ommon (A) 0.1 $877k 6.6k 133.09
General Dynamics Corporation (GD) 0.1 $876k 2.5k 354.21
Spdr Series Trust St Str Sp600grwo (SLYG) 0.1 $875k 7.3k 119.13
Ishares Tr Tips Bd Etf (TIP) 0.1 $872k 8.0k 109.43
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $869k 14k 61.46
Titan International (TWI) 0.1 $867k 113k 7.71
Morgan Stanley Com New (MS) 0.1 $850k 4.1k 209.04
Palantir Technologies Cl A (PLTR) 0.1 $843k 7.2k 116.67
Gilead Sciences (GILD) 0.1 $794k 6.3k 126.34
Honeywell International (HON) 0.1 $790k 3.5k 223.90
Marathon Petroleum Corp (MPC) 0.1 $786k 3.1k 255.67
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $784k 4.2k 188.09
Domino's Pizza (DPZ) 0.1 $783k 2.6k 296.04
Honeywell Aerospace (HONA) 0.1 $780k 3.5k 221.08
Western Digital (WDC) 0.1 $751k 1.2k 638.72
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $749k 1.00 748850.00
CSX Corporation (CSX) 0.1 $745k 16k 47.53
Pfizer (PFE) 0.1 $743k 31k 24.08
International Business Machines (IBM) 0.1 $736k 2.6k 281.18
Cummins (CMI) 0.1 $723k 1.0k 713.21
FedEx Corporation (FDX) 0.1 $719k 2.3k 314.35
Asml Holding N V N Y Registry Shs (ASML) 0.1 $715k 359.00 1990.93
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $714k 11k 68.01
Cameco Corporation (CCJ) 0.1 $708k 6.8k 103.41
Philip Morris International (PM) 0.1 $702k 3.8k 182.40
Simon Property (SPG) 0.1 $699k 3.1k 223.65
Citigroup Com New (C) 0.1 $689k 4.9k 139.95
American Intl Group Com New (AIG) 0.1 $682k 9.1k 74.53
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $678k 23k 28.96
Amphenol Corp Cl A (APH) 0.1 $671k 3.8k 176.57
Kinder Morgan (KMI) 0.1 $670k 21k 31.97
Quanta Services (PWR) 0.1 $666k 925.00 720.04
Arthur J. Gallagher & Co. (AJG) 0.1 $655k 2.9k 229.60
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $654k 3.1k 212.77
Atlantic Union B (AUB) 0.1 $651k 15k 42.31
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.1 $647k 8.2k 79.41
Ishares Tr Eafe Value Etf (EFV) 0.1 $646k 8.4k 76.55
Southern Company (SO) 0.1 $644k 6.7k 95.71
Spdr Series Trust State Street Spd (FLRN) 0.1 $639k 21k 30.85
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $636k 2.7k 236.62
Crowdstrike Hldgs Cl A (CRWD) 0.1 $631k 827.00 762.96
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $630k 17k 36.13
S&p Global (SPGI) 0.1 $616k 1.5k 407.35
ConocoPhillips (COP) 0.1 $605k 5.8k 103.96
Spdr Series Trust ST STR SP400GRW (MDYG) 0.0 $600k 5.4k 112.09
Nextera Energy (NEE) 0.0 $597k 6.8k 87.77
Republic Svcs Com Shs (RSG) 0.0 $597k 2.8k 213.08
Williams Companies (WMB) 0.0 $593k 8.0k 74.34
SLB Com Stk (SLB) 0.0 $586k 13k 46.80
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $581k 2.4k 242.43
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $579k 1.7k 338.72
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $577k 3.2k 178.60
Sandisk Corp (SNDK) 0.0 $573k 252.00 2273.73
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.0 $565k 2.3k 247.89
M&T Bank Corporation (MTB) 0.0 $559k 2.3k 238.06
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.0 $558k 9.0k 62.11
Spdr Gold Tr Gold Shs (GLD) 0.0 $552k 1.5k 368.38
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $549k 2.5k 219.43
Bank of New York Mellon Corporation (BNY) 0.0 $524k 3.6k 144.59
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $522k 3.2k 164.27
Sap Se Spon Adr (SAP) 0.0 $522k 3.4k 154.11
Copart (CPRT) 0.0 $514k 18k 28.19
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.0 $510k 15k 35.22
Markel Corporation (MKL) 0.0 $504k 258.00 1953.01
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $502k 520.00 965.74
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $502k 26k 19.12
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $499k 4.5k 111.31
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $495k 5.5k 90.47
Amgen (AMGN) 0.0 $483k 1.3k 362.08
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.0 $480k 4.0k 119.33
Ishares Tr U.s. Finls Etf (IYF) 0.0 $475k 3.7k 127.51
Texas Instruments Incorporated (TXN) 0.0 $465k 1.6k 298.08
Intercontinental Exchange (ICE) 0.0 $463k 3.8k 123.11
Eaton Corp SHS (ETN) 0.0 $455k 1.1k 426.20
Phillips 66 (PSX) 0.0 $452k 2.7k 169.08
Tompkins Financial Corporation (TMP) 0.0 $450k 4.8k 94.52
Deere & Company (DE) 0.0 $450k 707.00 635.95
Marvell Technology (MRVL) 0.0 $446k 1.5k 297.89
Spdr Series Trust St Nuve Term Etf (SHM) 0.0 $443k 9.2k 47.97
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $443k 3.0k 146.41
Carlyle Group (CG) 0.0 $440k 11k 42.11
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $438k 4.7k 93.92
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $427k 3.9k 110.15
EastGroup Properties (EGP) 0.0 $427k 2.1k 204.08
FirstEnergy (FE) 0.0 $426k 9.0k 47.54
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $424k 661.00 640.76
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $417k 3.8k 110.33
Prologis (PLD) 0.0 $403k 3.0k 135.47
General Motors Company (GM) 0.0 $391k 5.1k 77.08
Altria (MO) 0.0 $388k 5.3k 73.00
Regeneron Pharmaceuticals (REGN) 0.0 $386k 619.00 623.54
First Ctzns Bancshares Inc D Cl A (FCNCA) 0.0 $385k 185.00 2080.79
Targa Res Corp (TRGP) 0.0 $382k 1.4k 268.14
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $379k 2.3k 163.67
Marsh & McLennan Companies (MRSH) 0.0 $376k 2.3k 166.67
Progressive Corporation (PGR) 0.0 $371k 1.7k 218.43
Medtronic SHS (MDT) 0.0 $368k 4.7k 78.59
Fortinet (FTNT) 0.0 $365k 2.4k 153.62
McKesson Corporation (MCK) 0.0 $363k 480.00 756.44
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $362k 3.8k 95.62
Leidos Holdings (LDOS) 0.0 $359k 3.5k 102.97
Ishares Emng Mkts Eqt (EMGF) 0.0 $356k 4.9k 73.26
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $351k 706.00 496.73
Johnson Controls Internation SHS (JCI) 0.0 $350k 2.4k 146.51
Fortive (FTV) 0.0 $349k 5.7k 61.15
Viking Holdings Ord Shs (VIK) 0.0 $346k 3.3k 104.67
Verizon Communications (VZ) 0.0 $344k 8.1k 42.34
American Electric Power Company (AEP) 0.0 $341k 2.5k 136.79
Norfolk Southern (NSC) 0.0 $334k 1.1k 314.59
Shell Spon Ads (SHEL) 0.0 $330k 4.3k 77.54
Tyler Technologies (TYL) 0.0 $330k 1.1k 292.46
Vanguard World Mega Cap Val Etf (MGV) 0.0 $327k 2.0k 163.45
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL) 0.0 $327k 3.8k 85.86
Steris Shs Usd (STE) 0.0 $325k 1.5k 210.57
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $325k 4.7k 69.08
Novo-nordisk A S Adr (NVO) 0.0 $325k 6.8k 47.94
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) 0.0 $322k 3.1k 104.10
Metropcs Communications (TMUS) 0.0 $320k 1.9k 167.77
Travelers Companies (TRV) 0.0 $315k 953.00 330.12
D.R. Horton (DHI) 0.0 $313k 1.9k 162.90
Arista Networks Com Shs (ANET) 0.0 $312k 1.8k 169.90
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.0 $311k 5.6k 55.33
Ishares Tr Global 100 Etf (IOO) 0.0 $305k 2.2k 136.60
Ishares Tr Msci Eafe Etf (EFA) 0.0 $304k 2.9k 103.86
Ishares Tr Core Msci Total (IXUS) 0.0 $300k 3.1k 95.44
Ishares Tr Russell 3000 Etf (IWV) 0.0 $296k 694.00 426.37
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $294k 4.1k 71.25
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $294k 2.8k 103.96
Moelis & Co Cl A (MC) 0.0 $292k 4.5k 65.42
Allstate Corporation (ALL) 0.0 $291k 1.2k 239.40
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $289k 10k 27.70
Lowe's Companies (LOW) 0.0 $287k 1.3k 220.49
Ishares Tr Us Consm Staples (IYK) 0.0 $284k 3.9k 72.66
Applovin Corp Com Cl A (APP) 0.0 $282k 548.00 515.23
CVS Caremark Corporation (CVS) 0.0 $282k 2.7k 103.45
Zoetis Cl A (ZTS) 0.0 $280k 3.9k 71.86
Howmet Aerospace (HWM) 0.0 $277k 1.0k 268.79
Ishares Tr Ishares Biotech (IBB) 0.0 $275k 1.4k 190.24
Delta Air Lines Com New (DAL) 0.0 $275k 2.9k 93.66
Acuity Brands (AYI) 0.0 $272k 721.00 376.66
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $271k 2.2k 124.42
Ishares Tr Esg Msci Kld Etf (DSI) 0.0 $269k 1.9k 142.39
Airbnb Com Cl A (ABNB) 0.0 $267k 1.9k 143.10
Welltower Inc Com reit (WELL) 0.0 $266k 1.2k 226.90
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $266k 2.0k 132.24
Hilton Worldwide Holdings (HLT) 0.0 $265k 801.00 330.46
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $261k 3.6k 73.41
American Tower Reit (AMT) 0.0 $258k 1.6k 165.38
Castle Biosciences (CSTL) 0.0 $258k 11k 23.85
Ishares Tr S&p 100 Etf (OEF) 0.0 $255k 696.00 365.87
Constellation Energy (CEG) 0.0 $253k 1.0k 248.44
Immix Biopharma (IMMX) 0.0 $253k 25k 10.31
Cintas Corporation (CTAS) 0.0 $251k 1.5k 170.09
Royal Caribbean Cruises (RCL) 0.0 $250k 785.00 319.01
Us Bancorp Com New (USB) 0.0 $247k 4.0k 60.98
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $245k 1.1k 227.16
Cooper Cos (COO) 0.0 $243k 3.4k 71.71
Snap-on Incorporated (SNA) 0.0 $243k 604.00 402.40
Xometry Class A Com (XMTR) 0.0 $240k 2.5k 96.52
Edwards Lifesciences (EW) 0.0 $239k 2.6k 90.46
Spdr Series Trust St Str Sp Div (SDY) 0.0 $236k 1.6k 152.21
Valero Energy Corporation (VLO) 0.0 $234k 897.00 260.58
Waste Connections (WCN) 0.0 $229k 1.4k 166.69
Cloudflare Cl A Com (NET) 0.0 $225k 915.00 245.35
salesforce (CRM) 0.0 $223k 1.4k 157.13
At&t (T) 0.0 $222k 11k 20.70
Tractor Supply Company (TSCO) 0.0 $218k 6.9k 31.61
Unilever Spon Adr New (UL) 0.0 $217k 3.6k 60.11
Yum China Holdings (YUMC) 0.0 $216k 5.3k 40.87
Trane Technologies SHS (TT) 0.0 $215k 438.00 491.60
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $215k 6.5k 33.29
MasTec (MTZ) 0.0 $208k 500.00 416.06
Aon Shs Cl A (AON) 0.0 $208k 626.00 331.69
State Street Corporation (STT) 0.0 $205k 1.2k 169.62
Ishares Gold Tr Ishares New (IAU) 0.0 $204k 2.7k 75.51
Newmont Mining Corporation (NEM) 0.0 $204k 2.2k 93.40
Uber Technologies (UBER) 0.0 $204k 2.8k 72.15
Equinix (EQIX) 0.0 $202k 194.00 1043.20
Comfort Systems USA (FIX) 0.0 $202k 102.00 1981.95
eBay (EBAY) 0.0 $202k 1.8k 111.75
PPG Industries (PPG) 0.0 $201k 1.7k 121.29
Iqvia Holdings (IQV) 0.0 $200k 1.0k 193.22
Arcturus Therapeutics Hldg I (ARCT) 0.0 $189k 28k 6.72
Gladstone Commercial Corporation (GOOD) 0.0 $168k 14k 12.30
Ford Motor Company (F) 0.0 $147k 11k 13.90
I-80 Gold Corp (IAUX) 0.0 $87k 60k 1.44
Intrusion (INTZ) 0.0 $33k 35k 0.93
Encore Energy Corp Com New (EU) 0.0 $23k 18k 1.31
Calcimedica Com New (CALC) 0.0 $16k 15k 1.03