Tritonpoint Wealth

Tritonpoint Wealth as of June 30, 2025

Portfolio Holdings for Tritonpoint Wealth

Tritonpoint Wealth holds 344 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.3 $79M 383k 205.17
Microsoft Corporation (MSFT) 3.8 $41M 83k 497.41
Vanguard Index Fds Growth Etf (VUG) 3.7 $40M 90k 438.90
Amazon (AMZN) 3.6 $38M 175k 219.39
JPMorgan Chase & Co. (JPM) 2.6 $28M 96k 289.91
Alphabet Cap Stk Cl A (GOOGL) 2.5 $27M 154k 176.23
Alphabet Cap Stk Cl C (GOOG) 2.3 $25M 139k 177.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.1 $23M 41k 569.78
Visa Com Cl A (V) 2.0 $22M 62k 355.05
Ishares Tr U.s. Tech Etf (IYW) 1.7 $19M 107k 173.27
Mastercard Incorporated Cl A (MA) 1.5 $17M 30k 561.94
Intuitive Surgical Com New (ISRG) 1.5 $16M 29k 543.40
Danaher Corporation (DHR) 1.4 $15M 74k 197.86
NVIDIA Corporation (NVDA) 1.4 $15M 93k 158.00
Wal-Mart Stores (WMT) 1.3 $14M 140k 97.78
Dover Corporation (DOV) 1.2 $14M 74k 183.23
Broadstone Net Lease (BNL) 1.2 $13M 798k 16.34
Johnson & Johnson (JNJ) 1.1 $12M 81k 152.75
Xpo Logistics Inc equity (XPO) 1.1 $12M 98k 126.29
Ishares Tr Core S&p500 Etf (IVV) 1.1 $12M 19k 620.92
Select Sector Spdr Tr Financial (XLF) 1.1 $12M 222k 52.37
Mondelez Intl Cl A (MDLZ) 1.0 $11M 163k 67.91
Wells Fargo & Company (WFC) 1.0 $11M 135k 80.12
Select Sector Spdr Tr Sbi Int-inds (XLI) 1.0 $11M 73k 147.52
TJX Companies (TJX) 1.0 $11M 85k 123.49
Boeing Company (BA) 0.9 $9.9M 47k 209.53
Oracle Corporation (ORCL) 0.9 $9.8M 45k 218.63
Chubb (CB) 0.9 $9.6M 33k 290.69
Select Sector Spdr Tr Technology (XLK) 0.8 $9.0M 36k 253.23
Thermo Fisher Scientific (TMO) 0.8 $8.3M 21k 405.89
Abbott Laboratories (ABT) 0.7 $8.0M 59k 136.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $7.7M 16k 485.75
Merck & Co (MRK) 0.7 $7.5M 94k 79.97
Lam Research Corp Com New (LRCX) 0.7 $7.4M 76k 97.57
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.7 $7.4M 78k 95.32
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.7 $7.2M 54k 134.79
Home Depot (HD) 0.7 $7.2M 20k 366.64
Chevron Corporation (CVX) 0.7 $7.1M 50k 143.19
Pepsi (PEP) 0.6 $6.9M 52k 132.04
Yum! Brands (YUM) 0.6 $6.8M 46k 148.18
Capital One Financial (COF) 0.6 $6.8M 32k 212.76
EOG Resources (EOG) 0.6 $6.8M 57k 119.61
Starbucks Corporation (SBUX) 0.6 $6.6M 72k 91.63
Costco Wholesale Corporation (COST) 0.6 $6.6M 6.6k 989.99
Cme (CME) 0.6 $6.3M 23k 275.62
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $6.1M 46k 133.31
Meta Platforms Cl A (META) 0.5 $5.8M 7.9k 738.12
Blackrock (BLK) 0.5 $5.6M 5.3k 1049.17
Raytheon Technologies Corp (RTX) 0.5 $5.5M 38k 146.02
Ishares Tr Rus 2000 Grw Etf (IWO) 0.5 $5.4M 19k 285.86
Colgate-Palmolive Company (CL) 0.5 $5.3M 58k 90.90
Ishares Tr Core Msci Eafe (IEFA) 0.5 $5.2M 62k 83.48
Ecolab (ECL) 0.5 $5.1M 19k 270.08
Brookfield Infrast Partners Lp Int Unit (BIP) 0.5 $5.1M 153k 33.50
Procter & Gamble Company (PG) 0.5 $5.1M 32k 159.32
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $5.0M 46k 109.29
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $5.0M 16k 304.85
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $4.9M 63k 77.34
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.5 $4.9M 93k 52.34
Blackstone Group Inc Com Cl A (BX) 0.4 $4.8M 32k 149.58
Ishares Tr S&p Mc 400gr Etf (IJK) 0.4 $4.7M 52k 90.98
Analog Devices (ADI) 0.4 $4.6M 19k 238.02
Marriott Intl Cl A (MAR) 0.4 $4.6M 17k 273.21
Chipotle Mexican Grill (CMG) 0.4 $4.5M 79k 56.15
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL) 0.4 $4.4M 63k 70.76
Select Sector Spdr Tr Communication (XLC) 0.4 $4.4M 40k 108.53
Broadcom (AVGO) 0.4 $4.3M 16k 275.66
Ishares Tr Hdg Msci Eafe (HEFA) 0.4 $4.3M 113k 37.96
UnitedHealth (UNH) 0.4 $4.2M 14k 311.96
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.4 $4.1M 74k 55.28
Jpm Hdgd Eq Sel mutual fund (JHEQX) 0.4 $4.1M 123k 33.10
Caterpillar (CAT) 0.4 $4.0M 10k 388.21
salesforce (CRM) 0.4 $4.0M 15k 273.11
L3harris Technologies (LHX) 0.4 $4.0M 16k 250.84
Coca-Cola Company (KO) 0.4 $3.9M 54k 71.25
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $3.8M 38k 99.20
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $3.7M 6.0k 619.63
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $3.7M 17k 217.33
Adobe Systems Incorporated (ADBE) 0.3 $3.7M 9.5k 386.88
Lockheed Martin Corporation (LMT) 0.3 $3.5M 7.6k 463.16
Zoetis Cl A (ZTS) 0.3 $3.5M 22k 155.95
Check Point Software Tech Lt Ord (CHKP) 0.3 $3.3M 15k 221.25
Bank of America Corporation (BAC) 0.3 $3.3M 70k 47.32
AES Corporation (AES) 0.3 $3.3M 310k 10.52
Enterprise Products Partners (EPD) 0.3 $3.2M 103k 31.01
Blackrock Etf Trust Ii Flexible Income (BINC) 0.3 $3.1M 60k 52.84
Eli Lilly & Co. (LLY) 0.3 $3.1M 4.0k 779.48
McDonald's Corporation (MCD) 0.3 $3.0M 10k 292.17
Parker-Hannifin Corporation (PH) 0.3 $3.0M 4.3k 698.47
Ishares Core Msci Emkt (IEMG) 0.3 $3.0M 49k 60.03
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.9M 5.3k 552.24
Labcorp Holdings Com Shs (LH) 0.3 $2.9M 11k 262.51
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.3 $2.9M 47k 61.85
Servicenow (NOW) 0.3 $2.8M 2.8k 1028.03
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $2.6M 16k 165.32
PNC Financial Services (PNC) 0.2 $2.6M 14k 186.42
Vanguard Index Fds Small Cp Etf (VB) 0.2 $2.6M 11k 237.76
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $2.6M 9.2k 284.82
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $2.6M 57k 45.93
Ishares Tr Mbs Etf (MBB) 0.2 $2.6M 28k 93.89
Netflix (NFLX) 0.2 $2.5M 1.9k 1338.92
Vanguard Index Fds Value Etf (VTV) 0.2 $2.5M 14k 177.70
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $2.5M 31k 80.97
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $2.5M 32k 78.70
Ball Corporation (BALL) 0.2 $2.4M 44k 56.09
Union Pacific Corporation (UNP) 0.2 $2.4M 10k 230.08
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $2.3M 8.3k 280.90
Abbvie (ABBV) 0.2 $2.3M 12k 185.62
Tesla Motors (TSLA) 0.2 $2.3M 7.1k 317.64
Snowflake Cl A (SNOW) 0.2 $2.2M 10k 223.78
Exxon Mobil Corporation (XOM) 0.2 $2.2M 21k 107.80
Ishares Tr Us Consum Discre (IYC) 0.2 $2.1M 21k 99.64
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $2.1M 3.1k 663.25
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $2.1M 11k 195.92
Ishares Tr Expanded Tech (IGV) 0.2 $2.1M 19k 109.50
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $2.0M 22k 93.87
Automatic Data Processing (ADP) 0.2 $2.0M 6.4k 309.93
Walt Disney Company (DIS) 0.2 $2.0M 16k 124.51
Generac Holdings (GNRC) 0.2 $1.9M 13k 143.21
Goldman Sachs (GS) 0.2 $1.8M 2.5k 707.88
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $1.8M 6.3k 277.35
Honeywell International (HON) 0.2 $1.8M 7.5k 232.88
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $1.7M 17k 102.91
Domino's Pizza (DPZ) 0.2 $1.7M 3.8k 450.60
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $1.6M 31k 52.76
Wingstop (WING) 0.1 $1.6M 4.7k 336.74
Stryker Corporation (SYK) 0.1 $1.6M 4.0k 396.42
United Parcel Service CL B (UPS) 0.1 $1.6M 16k 100.94
Gxo Logistics Incorporated Common Stock (GXO) 0.1 $1.5M 32k 48.70
Titan International (TWI) 0.1 $1.5M 148k 10.27
Cisco Systems (CSCO) 0.1 $1.5M 21k 69.38
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $1.4M 59k 24.44
Royal Caribbean Cruises (RCL) 0.1 $1.4M 4.5k 313.89
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $1.4M 16k 90.12
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.3M 22k 62.02
Regeneron Pharmaceuticals (REGN) 0.1 $1.3M 2.5k 524.93
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.3M 4.3k 298.90
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.3M 12k 110.10
Emerson Electric (EMR) 0.1 $1.3M 9.5k 133.34
Ishares Tr Us Industrials (IYJ) 0.1 $1.3M 8.9k 142.31
Intuit (INTU) 0.1 $1.2M 1.6k 787.59
Bristol Myers Squibb (BMY) 0.1 $1.2M 26k 46.29
J P Morgan Exchange Traded Equity Premium (JEPI) 0.1 $1.2M 21k 56.85
3M Company (MMM) 0.1 $1.2M 7.7k 152.24
Qualcomm (QCOM) 0.1 $1.2M 7.3k 159.26
Nasdaq Omx (NDAQ) 0.1 $1.2M 13k 89.42
Sap Se Spon Adr (SAP) 0.1 $1.1M 3.7k 304.10
Oneok (OKE) 0.1 $1.1M 14k 81.63
Spdr Ser Tr Portolio Short (SPSB) 0.1 $1.1M 37k 30.19
Aptiv Com Shs (APTV) 0.1 $1.1M 16k 68.22
Palantir Technologies Cl A (PLTR) 0.1 $1.1M 7.8k 136.32
Linde SHS (LIN) 0.1 $1.1M 2.2k 469.14
Arthur J. Gallagher & Co. (AJG) 0.1 $1.0M 3.2k 320.15
Ishares Tr Rus 1000 Grw Wtf (IWF) 0.1 $1.0M 2.4k 424.60
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $1.0M 11k 88.25
General Dynamics Corporation (GD) 0.1 $972k 3.3k 291.63
S&p Global (SPGI) 0.1 $950k 1.8k 527.39
Akamai Technologies (AKAM) 0.1 $931k 12k 79.76
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $929k 5.4k 173.20
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $922k 1.6k 568.28
American Intl Group Com New (AIG) 0.1 $916k 11k 85.59
Ge Aerospace Com New (GE) 0.1 $901k 3.5k 257.41
Tyler Technologies (TYL) 0.1 $899k 1.5k 592.84
Novo-nordisk A S Adr (NVO) 0.1 $894k 13k 69.02
Copart (CPRT) 0.1 $893k 18k 49.07
Select Sector Spdr Tr Energy (XLE) 0.1 $882k 10k 84.81
American Express Company (AXP) 0.1 $881k 2.8k 318.92
Agilent Technologies Inc C ommon (A) 0.1 $879k 7.4k 118.01
Republic Services (RSG) 0.1 $842k 3.4k 246.61
Castle Biosciences (CSTL) 0.1 $833k 41k 20.42
International Business Machines (IBM) 0.1 $822k 2.8k 294.75
Ishares Tr Tips Bd Etf (TIP) 0.1 $808k 7.3k 110.04
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $806k 15k 54.40
Intercontinental Exchange (ICE) 0.1 $798k 4.3k 183.47
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $785k 5.9k 133.04
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $776k 14k 56.48
Gilead Sciences (GILD) 0.1 $767k 6.9k 110.87
Philip Morris International (PM) 0.1 $754k 4.1k 183.48
Pfizer (PFE) 0.1 $753k 31k 24.24
ConocoPhillips (COP) 0.1 $747k 8.3k 89.74
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $729k 1.00 728800.00
Ishares Tr Rus 1000 Etf (IWB) 0.1 $728k 2.1k 339.52
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.1 $713k 18k 40.83
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $708k 3.1k 227.20
Thomson Reuters Corp. (TRI) 0.1 $696k 3.5k 201.13
Ishares Tr Russell 2000 Etf (IWM) 0.1 $692k 3.2k 215.78
Southern Company (SO) 0.1 $687k 7.5k 91.83
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $656k 7.4k 88.75
Fiserv (FI) 0.1 $644k 3.7k 172.41
Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $638k 21k 30.83
Williams Companies (WMB) 0.1 $635k 10k 62.81
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $627k 4.2k 150.40
Kinder Morgan (KMI) 0.1 $617k 21k 29.40
Leidos Holdings (LDOS) 0.1 $602k 3.8k 157.76
EastGroup Properties (EGP) 0.1 $590k 3.5k 168.52
Simon Property (SPG) 0.1 $589k 3.7k 160.76
Tractor Supply Company (TSCO) 0.1 $575k 11k 52.77
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $569k 24k 23.83
Caci Intl Cl A (CACI) 0.1 $555k 1.2k 476.70
Carlyle Group (CG) 0.1 $540k 11k 51.40
Amgen (AMGN) 0.0 $540k 1.9k 279.15
Atlantic Union B (AUB) 0.0 $538k 17k 31.28
Morgan Stanley Com New (MS) 0.0 $535k 3.8k 140.87
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $525k 29k 18.13
Markel Corporation (MKL) 0.0 $523k 262.00 1997.36
Cintas Corporation (CTAS) 0.0 $521k 2.3k 222.88
Marathon Petroleum Corp (MPC) 0.0 $521k 3.1k 166.11
Ge Vernova (GEV) 0.0 $517k 977.00 529.15
Ishares Tr National Mun Etf (MUB) 0.0 $514k 4.9k 104.48
CSX Corporation (CSX) 0.0 $506k 16k 32.63
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $505k 2.8k 182.82
Ishares Tr U.s. Finls Etf (IYF) 0.0 $505k 4.2k 120.99
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.0 $497k 10k 47.83
FedEx Corporation (FDX) 0.0 $494k 2.2k 228.74
Metropcs Communications (TMUS) 0.0 $490k 2.1k 238.21
Medtronic SHS (MDT) 0.0 $490k 5.6k 87.88
Schlumberger Com Stk (SLB) 0.0 $489k 14k 34.13
M&T Bank Corporation (MTB) 0.0 $485k 2.5k 194.03
Dell Technologies CL C (DELL) 0.0 $483k 3.9k 122.60
Nextera Energy (NEE) 0.0 $478k 6.9k 69.42
Steris Shs Usd (STE) 0.0 $477k 2.0k 240.22
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $469k 1.7k 278.95
Amphenol Corp Cl A (APH) 0.0 $469k 4.7k 98.92
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.0 $465k 5.4k 86.87
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $465k 2.3k 205.54
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $464k 3.4k 135.04
Progressive Corporation (PGR) 0.0 $462k 1.7k 266.89
Deere & Company (DE) 0.0 $459k 900.00 510.12
Sempra Energy (SRE) 0.0 $458k 6.0k 76.42
Mosaic (MOS) 0.0 $453k 12k 36.48
Firstservice Corp (FSV) 0.0 $443k 2.5k 174.89
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $442k 18k 25.30
Kla Corp Com New (KLAC) 0.0 $426k 476.00 895.75
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $424k 4.7k 90.89
Citigroup Com New (C) 0.0 $416k 4.9k 85.11
Advanced Micro Devices (AMD) 0.0 $405k 2.9k 141.90
Roper Industries (ROP) 0.0 $403k 711.00 566.84
Crowdstrike Hldgs Cl A (CRWD) 0.0 $402k 789.00 509.18
Spdr Gold Tr Gold Shs (GLD) 0.0 $401k 1.3k 304.83
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $395k 4.6k 85.60
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $393k 2.0k 194.27
First Ctzns Bancshares Inc N Cl A (FCNCA) 0.0 $393k 201.00 1956.47
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.0 $392k 8.1k 48.65
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $388k 6.3k 61.21
Lowe's Companies (LOW) 0.0 $384k 1.7k 221.88
Asml Holding N V N Y Registry Shs (ASML) 0.0 $382k 477.00 801.64
Eaton Corp SHS (ETN) 0.0 $381k 1.1k 357.12
At&t (T) 0.0 $379k 13k 28.94
Ishares Tr Eafe Value Etf (EFV) 0.0 $379k 6.0k 63.48
Marsh & McLennan Companies (MMC) 0.0 $379k 1.7k 218.70
Uber Technologies (UBER) 0.0 $376k 4.0k 93.30
McKesson Corporation (MCK) 0.0 $375k 511.00 733.50
FirstEnergy (FE) 0.0 $371k 9.2k 40.26
Applied Materials (AMAT) 0.0 $371k 2.0k 183.07
American Electric Power Company (AEP) 0.0 $369k 3.6k 103.75
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.0 $368k 2.3k 161.33
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $368k 3.9k 94.63
Arcturus Therapeutics Hldg I (ARCT) 0.0 $365k 28k 13.01
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $362k 2.7k 135.30
Boston Scientific Corporation (BSX) 0.0 $362k 3.4k 107.41
Oshkosh Corporation (OSK) 0.0 $361k 3.2k 113.55
Unilever Spon Adr New (UL) 0.0 $360k 5.9k 61.17
Quanta Services (PWR) 0.0 $358k 947.00 378.08
Booking Holdings (BKNG) 0.0 $353k 61.00 5789.80
Constellation Energy (CEG) 0.0 $347k 1.1k 322.85
Edwards Lifesciences (EW) 0.0 $345k 4.4k 78.21
Bank of New York Mellon Corporation (BK) 0.0 $343k 3.8k 91.10
Allstate Corporation (ALL) 0.0 $334k 1.7k 202.27
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.0 $332k 4.0k 82.62
Nike CL B (NKE) 0.0 $331k 4.6k 71.47
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $329k 4.7k 69.91
Vanguard World Energy Etf (VDE) 0.0 $328k 2.8k 119.10
East West Ban (EWBC) 0.0 $327k 3.2k 100.98
Texas Instruments Incorporated (TXN) 0.0 $326k 1.6k 207.63
Micron Technology (MU) 0.0 $321k 2.6k 123.25
Fortive (FTV) 0.0 $321k 6.2k 52.13
Verizon Communications (VZ) 0.0 $320k 7.4k 43.27
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $317k 3.8k 83.74
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $314k 3.4k 91.97
Altria (MO) 0.0 $313k 5.2k 59.65
Dupont De Nemours (DD) 0.0 $310k 4.5k 68.59
Snap-on Incorporated (SNA) 0.0 $309k 992.00 311.18
Ishares Tr Russell 3000 Etf (IWV) 0.0 $308k 878.00 350.98
Cummins (CMI) 0.0 $303k 926.00 327.50
Otis Worldwide Corp (OTIS) 0.0 $302k 3.0k 99.01
Tompkins Financial Corporation (TMP) 0.0 $297k 4.7k 62.73
Travelers Companies (TRV) 0.0 $293k 1.1k 267.57
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $289k 3.1k 93.79
Targa Res Corp (TRGP) 0.0 $284k 1.6k 174.08
Moelis & Co Cl A (MC) 0.0 $280k 4.5k 62.32
Ishares Tr Global 100 Etf (IOO) 0.0 $275k 2.6k 107.81
Paychex (PAYX) 0.0 $271k 1.9k 145.46
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $268k 601.00 445.20
Halozyme Therapeutics (HALO) 0.0 $267k 5.1k 52.02
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $266k 2.4k 112.00
Vanguard World Mega Cap Val Etf (MGV) 0.0 $264k 2.0k 131.88
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $263k 1.9k 138.68
Relx Sponsored Adr (RELX) 0.0 $263k 4.8k 54.34
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $262k 12k 22.10
Ross Stores (ROST) 0.0 $260k 2.0k 127.57
Pool Corporation (POOL) 0.0 $259k 887.00 291.48
Norfolk Southern (NSC) 0.0 $258k 1.0k 255.94
Apollo Global Mgmt (APO) 0.0 $256k 1.8k 141.90
Comcast Corp Cl A (CMCSA) 0.0 $254k 7.1k 35.69
Wp Carey (WPC) 0.0 $253k 4.0k 63.28
Blackstone Secd Lending Common Stock (BXSL) 0.0 $252k 8.0k 31.52
Yum China Holdings (YUMC) 0.0 $251k 5.6k 44.71
Phillips 66 (PSX) 0.0 $250k 2.1k 119.33
Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $249k 2.6k 97.27
Charles Schwab Corporation (SCHW) 0.0 $245k 2.7k 91.25
Jack Henry & Associates (JKHY) 0.0 $244k 1.4k 180.17
Ishares Tr Core Msci Total (IXUS) 0.0 $243k 3.1k 77.31
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $243k 2.1k 116.16
American Tower Reit (AMT) 0.0 $240k 1.1k 222.75
Kroger (KR) 0.0 $236k 3.3k 71.74
Spotify Technology S A SHS (SPOT) 0.0 $236k 307.00 767.34
MercadoLibre (MELI) 0.0 $233k 89.00 2613.63
Duke Energy Corp Com New (DUK) 0.0 $230k 2.0k 118.02
TransDigm Group Incorporated (TDG) 0.0 $228k 150.00 1520.64
Corning Incorporated (GLW) 0.0 $228k 4.3k 52.59
Palo Alto Networks (PANW) 0.0 $225k 1.1k 204.70
Howmet Aerospace (HWM) 0.0 $224k 1.2k 186.09
Motorsport Games Cl A New (MSI) 0.0 $222k 526.00 421.61
Trane Technologies SHS (TT) 0.0 $221k 505.00 437.75
Us Bancorp Del Com New (USB) 0.0 $214k 4.7k 45.75
D.R. Horton (DHI) 0.0 $213k 1.7k 128.94
Kkr & Co (KKR) 0.0 $212k 1.6k 133.03
CVS Caremark Corporation (CVS) 0.0 $211k 3.1k 68.98
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $211k 1.6k 135.75
Cigna Corp (CI) 0.0 $210k 636.00 330.58
General Motors Company (GM) 0.0 $210k 4.3k 49.21
Kinsale Cap Group (KNSL) 0.0 $209k 432.00 483.90
Gladstone Commercial Corporation (GOOD) 0.0 $208k 15k 14.33
CRA International (CRAI) 0.0 $205k 1.1k 187.37
Ishares Tr Ishares Biotech (IBB) 0.0 $204k 1.6k 126.48
Novartis Sponsored Adr (NVS) 0.0 $203k 1.7k 121.01
PPG Industries (PPG) 0.0 $202k 1.8k 113.75
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $202k 1.0k 195.48
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $202k 2.7k 73.63
Blackstone Mtg Tr Com Cl A (BXMT) 0.0 $197k 10k 19.72
Intrusion (INTZ) 0.0 $81k 35k 2.29
Immix Biopharma (IMMX) 0.0 $51k 25k 2.07
Calcimedica Com New (CALC) 0.0 $24k 15k 1.60
Equillium (EQ) 0.0 $4.3k 14k 0.32