Tritonpoint Wealth as of Dec. 31, 2025
Portfolio Holdings for Tritonpoint Wealth
Tritonpoint Wealth holds 272 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 9.7 | $96M | 351k | 271.86 | |
| Vanguard Index Fds Growth Etf (VUG) | 4.5 | $44M | 91k | 487.86 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.3 | $42M | 134k | 313.80 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $41M | 131k | 313.00 | |
| Amazon (AMZN) | 3.9 | $38M | 165k | 230.82 | |
| Microsoft Corporation (MSFT) | 3.1 | $31M | 64k | 483.62 | |
| JPMorgan Chase & Co. (JPM) | 2.8 | $28M | 86k | 322.22 | |
| Ishares Tr U.s. Tech Etf (IYW) | 2.0 | $19M | 97k | 199.68 | |
| Visa Com Cl A (V) | 1.9 | $19M | 53k | 350.71 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.7 | $16M | 26k | 627.15 | |
| Intuitive Surgical Com New (ISRG) | 1.6 | $16M | 28k | 566.35 | |
| Mastercard Incorporated Cl A (MA) | 1.5 | $15M | 26k | 570.88 | |
| Danaher Corporation (DHR) | 1.5 | $15M | 65k | 229.24 | |
| Johnson & Johnson (JNJ) | 1.5 | $15M | 71k | 206.95 | |
| NVIDIA Corporation (NVDA) | 1.5 | $14M | 77k | 186.50 | |
| Xpo Logistics Inc equity (XPO) | 1.3 | $13M | 98k | 135.91 | |
| Wal-Mart Stores (WMT) | 1.3 | $13M | 117k | 111.65 | |
| Dover Corporation (DOV) | 1.3 | $13M | 67k | 195.24 | |
| Broadstone Net Lease (BNL) | 1.3 | $13M | 736k | 17.66 | |
| Lam Research Corp Com New (LRCX) | 1.3 | $12M | 72k | 171.42 | |
| TJX Companies (TJX) | 1.2 | $12M | 77k | 153.61 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $12M | 21k | 579.88 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 1.1 | $11M | 71k | 155.12 | |
| Select Sector Spdr Tr Financial (XLF) | 1.1 | $11M | 191k | 54.77 | |
| Wells Fargo & Company (WFC) | 1.1 | $10M | 111k | 93.20 | |
| Select Sector Spdr Tr Technology (XLK) | 1.0 | $9.7M | 67k | 143.99 | |
| Chubb (CB) | 1.0 | $9.7M | 31k | 313.09 | |
| Boeing Company (BA) | 0.9 | $8.9M | 41k | 217.12 | |
| Mondelez Intl Cl A (MDLZ) | 0.8 | $7.4M | 137k | 54.33 | |
| Pepsi (PEP) | 0.7 | $7.4M | 51k | 144.94 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.7 | $7.2M | 46k | 154.80 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $7.1M | 14k | 502.63 | |
| Yum! Brands (YUM) | 0.7 | $6.9M | 45k | 151.28 | |
| Abbott Laboratories (ABT) | 0.7 | $6.8M | 55k | 125.29 | |
| Merck & Co (MRK) | 0.7 | $6.7M | 64k | 106.12 | |
| Capital One Financial (COF) | 0.7 | $6.7M | 28k | 242.36 | |
| Chevron Corporation (CVX) | 0.7 | $6.6M | 44k | 152.41 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $6.6M | 46k | 143.52 | |
| Qxo Com New (QXO) | 0.6 | $6.4M | 330k | 19.29 | |
| Caterpillar (CAT) | 0.6 | $6.1M | 11k | 572.87 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.6 | $5.9M | 18k | 323.01 | |
| Raytheon Technologies Corp (RTX) | 0.6 | $5.8M | 32k | 183.40 | |
| Analog Devices (ADI) | 0.6 | $5.8M | 22k | 271.21 | |
| Cme (CME) | 0.6 | $5.8M | 21k | 273.08 | |
| Starbucks Corporation (SBUX) | 0.6 | $5.5M | 65k | 84.21 | |
| Blackrock (BLK) | 0.5 | $5.4M | 5.0k | 1070.25 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.5 | $4.9M | 140k | 34.74 | |
| Blackstone Group Inc Com Cl A (BX) | 0.5 | $4.8M | 31k | 154.14 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.5 | $4.7M | 49k | 96.88 | |
| Costco Wholesale Corporation (COST) | 0.5 | $4.7M | 5.5k | 862.39 | |
| Select Sector Spdr Tr Communication (XLC) | 0.5 | $4.6M | 39k | 117.72 | |
| Ecolab (ECL) | 0.5 | $4.6M | 17k | 263.25 | |
| Home Depot (HD) | 0.5 | $4.6M | 13k | 344.10 | |
| Meta Platforms Cl A (META) | 0.4 | $4.4M | 6.6k | 660.09 | |
| Oracle Corporation (ORCL) | 0.4 | $4.4M | 22k | 194.91 | |
| Jpm Hdgd Eq Sel mutual fund (JHEQX) | 0.4 | $4.3M | 122k | 35.36 | |
| EOG Resources (EOG) | 0.4 | $4.2M | 40k | 105.01 | |
| AES Corporation (AES) | 0.4 | $4.1M | 285k | 14.34 | |
| Colgate-Palmolive Company (CL) | 0.4 | $4.1M | 52k | 79.02 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.4 | $4.0M | 33k | 119.42 | |
| Eli Lilly & Co. (LLY) | 0.4 | $4.0M | 3.7k | 1074.69 | |
| Bank of America Corporation (BAC) | 0.4 | $3.9M | 71k | 55.00 | |
| Procter & Gamble Company (PG) | 0.4 | $3.9M | 27k | 143.31 | |
| L3harris Technologies (LHX) | 0.4 | $3.9M | 13k | 293.57 | |
| Parker-Hannifin Corporation (PH) | 0.4 | $3.7M | 4.3k | 878.96 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $3.7M | 7.6k | 483.69 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $3.6M | 30k | 120.18 | |
| Coca-Cola Company (KO) | 0.4 | $3.5M | 51k | 69.91 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.3 | $3.4M | 64k | 52.39 | |
| Enterprise Products Partners (EPD) | 0.3 | $3.3M | 104k | 32.06 | |
| UnitedHealth (UNH) | 0.3 | $3.3M | 10k | 330.12 | |
| Marriott Intl Cl A (MAR) | 0.3 | $3.3M | 11k | 310.25 | |
| Ge Vernova (GEV) | 0.3 | $3.2M | 4.9k | 653.58 | |
| Snowflake Cl A (SNOW) | 0.3 | $3.2M | 15k | 219.36 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $3.0M | 12k | 257.95 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.3 | $3.0M | 66k | 45.89 | |
| Broadcom (AVGO) | 0.3 | $2.9M | 8.5k | 346.08 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $2.9M | 8.8k | 335.26 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $2.8M | 16k | 177.37 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $2.8M | 9.7k | 290.22 | |
| McDonald's Corporation (MCD) | 0.3 | $2.8M | 9.3k | 305.63 | |
| PNC Financial Services (PNC) | 0.3 | $2.8M | 13k | 208.73 | |
| Abbvie (ABBV) | 0.3 | $2.8M | 12k | 228.50 | |
| Labcorp Holdings Com Shs (LH) | 0.3 | $2.7M | 11k | 250.88 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $2.6M | 7.5k | 349.99 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.3 | $2.6M | 14k | 185.56 | |
| Servicenow (NOW) | 0.3 | $2.6M | 17k | 153.19 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.6M | 4.2k | 614.31 | |
| Tesla Motors (TSLA) | 0.2 | $2.4M | 5.4k | 449.69 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.4M | 3.5k | 683.91 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $2.4M | 8.5k | 279.15 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $2.3M | 3.1k | 753.80 | |
| Ball Corporation (BALL) | 0.2 | $2.2M | 42k | 52.97 | |
| Union Pacific Corporation (UNP) | 0.2 | $2.2M | 9.3k | 231.32 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $2.1M | 27k | 77.68 | |
| Ishares Tr Us Consum Discre (IYC) | 0.2 | $2.1M | 20k | 103.13 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $2.0M | 2.9k | 685.77 | |
| Ishares Tr Expanded Tech (IGV) | 0.2 | $1.9M | 18k | 105.69 | |
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.8M | 9.5k | 190.98 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.8M | 8.4k | 211.79 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.7M | 14k | 123.26 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.6M | 61k | 26.91 | |
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.2 | $1.6M | 5.3k | 309.06 | |
| Palo Alto Networks (PANW) | 0.2 | $1.6M | 8.6k | 184.20 | |
| Generac Holdings (GNRC) | 0.2 | $1.5M | 11k | 136.37 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $1.5M | 5.0k | 302.10 | |
| Netflix (NFLX) | 0.2 | $1.5M | 16k | 93.76 | |
| Domino's Pizza (DPZ) | 0.2 | $1.5M | 3.6k | 416.82 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $1.4M | 16k | 91.45 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $1.4M | 26k | 52.64 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $1.3M | 11k | 120.34 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.3M | 19k | 66.02 | |
| Emerson Electric (EMR) | 0.1 | $1.2M | 9.4k | 132.72 | |
| Honeywell International (HON) | 0.1 | $1.2M | 6.3k | 195.09 | |
| Zoetis Cl A (ZTS) | 0.1 | $1.2M | 9.4k | 125.82 | |
| Automatic Data Processing (ADP) | 0.1 | $1.2M | 4.4k | 258.91 | |
| Ishares Tr Us Industrials (IYJ) | 0.1 | $1.1M | 7.6k | 148.20 | |
| Walt Disney Company (DIS) | 0.1 | $1.1M | 9.8k | 114.52 | |
| United Parcel Service CL B (UPS) | 0.1 | $1.1M | 11k | 99.19 | |
| J P Morgan Exchange Traded Equity Premium (JEPI) | 0.1 | $1.1M | 19k | 57.67 | |
| Cisco Systems (CSCO) | 0.1 | $1.1M | 14k | 77.03 | |
| Bristol Myers Squibb (BMY) | 0.1 | $1.0M | 19k | 53.94 | |
| American Express Company (AXP) | 0.1 | $1.0M | 2.7k | 370.01 | |
| American Intl Group Com New (AIG) | 0.1 | $979k | 11k | 85.55 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $965k | 6.8k | 141.16 | |
| Ge Aerospace Com New (GE) | 0.1 | $956k | 3.1k | 308.41 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $945k | 11k | 89.46 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $926k | 16k | 58.70 | |
| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $917k | 14k | 65.10 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $905k | 6.6k | 136.07 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $899k | 20k | 44.71 | |
| 3M Company (MMM) | 0.1 | $893k | 5.6k | 160.10 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $887k | 2.5k | 360.19 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $882k | 1.5k | 605.46 | |
| Goldman Sachs (GS) | 0.1 | $864k | 983.00 | 879.00 | |
| Stryker Corporation (SYK) | 0.1 | $844k | 2.4k | 352.28 | |
| Akamai Technologies (AKAM) | 0.1 | $837k | 9.6k | 87.25 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $810k | 4.6k | 177.75 | |
| FedEx Corporation (FDX) | 0.1 | $793k | 2.7k | 290.31 | |
| Simon Property (SPG) | 0.1 | $765k | 4.1k | 185.11 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $755k | 1.00 | 754800.00 | |
| International Business Machines (IBM) | 0.1 | $742k | 2.5k | 296.17 | |
| Linde SHS (LIN) | 0.1 | $722k | 1.7k | 426.32 | |
| Pfizer (PFE) | 0.1 | $717k | 29k | 24.90 | |
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $711k | 19k | 38.48 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $704k | 19k | 37.00 | |
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $696k | 7.4k | 94.19 | |
| Copart (CPRT) | 0.1 | $687k | 18k | 39.15 | |
| Leidos Holdings (LDOS) | 0.1 | $678k | 3.8k | 180.40 | |
| Tyler Technologies (TYL) | 0.1 | $649k | 1.4k | 453.95 | |
| Intercontinental Exchange (ICE) | 0.1 | $648k | 4.0k | 161.96 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $640k | 829.00 | 771.87 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $639k | 39k | 16.49 | |
| Sap Se Spon Adr (SAP) | 0.1 | $635k | 2.6k | 242.91 | |
| Carlyle Group (CG) | 0.1 | $622k | 11k | 59.11 | |
| Morgan Stanley Com New (MS) | 0.1 | $620k | 3.5k | 177.53 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $614k | 23k | 26.23 | |
| Southern Company (SO) | 0.1 | $608k | 7.0k | 87.20 | |
| ConocoPhillips (COP) | 0.1 | $606k | 6.5k | 93.61 | |
| Schlumberger Com Stk (SLB) | 0.1 | $600k | 16k | 38.68 | |
| Oneok (OKE) | 0.1 | $598k | 8.1k | 73.50 | |
| Atlantic Union B (AUB) | 0.1 | $592k | 17k | 35.30 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $573k | 1.4k | 396.31 | |
| Kinder Morgan (KMI) | 0.1 | $572k | 21k | 27.49 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $568k | 2.3k | 246.21 | |
| Markel Corporation (MKL) | 0.1 | $563k | 262.00 | 2149.65 | |
| Williams Companies (WMB) | 0.1 | $560k | 9.3k | 60.11 | |
| Micron Technology (MU) | 0.1 | $553k | 1.9k | 285.52 | |
| CSX Corporation (CSX) | 0.1 | $542k | 15k | 36.25 | |
| Qualcomm (QCOM) | 0.1 | $525k | 3.1k | 171.04 | |
| Philip Morris International (PM) | 0.1 | $514k | 3.2k | 161.85 | |
| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $511k | 4.0k | 128.93 | |
| Advanced Micro Devices (AMD) | 0.1 | $510k | 2.4k | 214.16 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $496k | 17k | 28.48 | |
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $495k | 5.4k | 92.43 | |
| Snap-on Incorporated (SNA) | 0.0 | $492k | 1.4k | 344.60 | |
| M&T Bank Corporation (MTB) | 0.0 | $491k | 2.4k | 201.52 | |
| Dell Technologies CL C (DELL) | 0.0 | $487k | 3.9k | 125.88 | |
| Citigroup Com New (C) | 0.0 | $477k | 4.1k | 116.69 | |
| Amgen (AMGN) | 0.0 | $477k | 1.5k | 327.28 | |
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $471k | 2.3k | 206.52 | |
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $460k | 11k | 41.36 | |
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $456k | 4.9k | 92.25 | |
| EastGroup Properties (EGP) | 0.0 | $449k | 2.5k | 179.69 | |
| Cummins (CMI) | 0.0 | $443k | 868.00 | 510.45 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $441k | 2.7k | 162.63 | |
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $432k | 4.7k | 92.51 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $431k | 201.00 | 2146.18 | |
| Nasdaq Omx (NDAQ) | 0.0 | $430k | 4.4k | 97.13 | |
| McKesson Corporation (MCK) | 0.0 | $424k | 516.00 | 821.08 | |
| Lowe's Companies (LOW) | 0.0 | $422k | 1.8k | 241.16 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $421k | 3.6k | 116.07 | |
| Nextera Energy (NEE) | 0.0 | $415k | 5.2k | 80.28 | |
| Applied Materials (AMAT) | 0.0 | $408k | 1.6k | 256.99 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $403k | 2.1k | 191.56 | |
| salesforce (CRM) | 0.0 | $400k | 1.5k | 265.34 | |
| Amphenol Corp Cl A (APH) | 0.0 | $394k | 2.9k | 135.39 | |
| Metropcs Communications (TMUS) | 0.0 | $392k | 1.9k | 203.09 | |
| Medtronic SHS (MDT) | 0.0 | $388k | 4.0k | 96.77 | |
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $384k | 8.0k | 47.94 | |
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $381k | 4.1k | 93.12 | |
| Shell Spon Ads (SHEL) | 0.0 | $372k | 5.1k | 73.48 | |
| Kla Corp Com New (KLAC) | 0.0 | $372k | 306.00 | 1215.08 | |
| Intuit (INTU) | 0.0 | $368k | 556.00 | 662.30 | |
| Phillips 66 (PSX) | 0.0 | $360k | 2.8k | 129.06 | |
| Vanguard World Energy Etf (VDE) | 0.0 | $346k | 2.7k | 125.91 | |
| Ishares Tr Rus 1000 Grw Wtf (IWF) | 0.0 | $344k | 726.00 | 473.30 | |
| Tompkins Financial Corporation (TMP) | 0.0 | $344k | 4.7k | 72.52 | |
| Progressive Corporation (PGR) | 0.0 | $342k | 1.5k | 227.70 | |
| Allstate Corporation (ALL) | 0.0 | $341k | 1.6k | 209.13 | |
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $332k | 4.7k | 70.41 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $326k | 695.00 | 468.62 | |
| Fortive (FTV) | 0.0 | $318k | 5.8k | 55.21 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $312k | 2.3k | 136.94 | |
| Moelis & Co Cl A (MC) | 0.0 | $309k | 4.5k | 68.74 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $308k | 4.6k | 67.22 | |
| Ishares Tr Global 100 Etf (IOO) | 0.0 | $300k | 2.4k | 126.67 | |
| Eaton Corp SHS (ETN) | 0.0 | $295k | 927.00 | 318.57 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $295k | 1.8k | 167.94 | |
| Gilead Sciences (GILD) | 0.0 | $292k | 2.4k | 122.74 | |
| Boston Scientific Corporation (BSX) | 0.0 | $291k | 3.0k | 95.35 | |
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $290k | 2.8k | 103.56 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $282k | 2.0k | 141.16 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $282k | 1.3k | 210.34 | |
| Verizon Communications (VZ) | 0.0 | $280k | 6.9k | 40.73 | |
| Norfolk Southern (NSC) | 0.0 | $275k | 952.00 | 288.71 | |
| Booking Holdings (BKNG) | 0.0 | $273k | 51.00 | 5355.33 | |
| Deere & Company (DE) | 0.0 | $271k | 579.00 | 467.19 | |
| American Electric Power Company (AEP) | 0.0 | $271k | 2.3k | 115.29 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $269k | 2.1k | 128.83 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $263k | 2.7k | 96.27 | |
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.0 | $262k | 2.6k | 101.01 | |
| At&t (T) | 0.0 | $254k | 10k | 24.84 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $252k | 2.9k | 87.34 | |
| Yum China Holdings (YUMC) | 0.0 | $252k | 5.3k | 47.74 | |
| Uber Technologies (UBER) | 0.0 | $252k | 3.1k | 81.70 | |
| Applovin Corp Com Cl A (APP) | 0.0 | $248k | 368.00 | 673.82 | |
| Altria (MO) | 0.0 | $248k | 4.2k | 58.72 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $247k | 10k | 24.04 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $246k | 1.2k | 212.14 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $244k | 1.4k | 168.78 | |
| S&p Global (SPGI) | 0.0 | $243k | 464.00 | 522.96 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $241k | 3.9k | 62.47 | |
| Apollo Global Mgmt (APO) | 0.0 | $235k | 1.6k | 144.88 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $234k | 517.00 | 453.36 | |
| Howmet Aerospace (HWM) | 0.0 | $232k | 1.1k | 204.97 | |
| General Dynamics Corporation (GD) | 0.0 | $231k | 685.00 | 336.89 | |
| Us Bancorp Del Com New (USB) | 0.0 | $231k | 4.3k | 53.88 | |
| D.R. Horton (DHI) | 0.0 | $230k | 1.6k | 144.05 | |
| CVS Caremark Corporation (CVS) | 0.0 | $230k | 2.9k | 79.36 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $230k | 1.3k | 173.50 | |
| FirstEnergy (FE) | 0.0 | $230k | 5.1k | 44.77 | |
| Constellation Energy (CEG) | 0.0 | $229k | 649.00 | 353.43 | |
| Newmont Mining Corporation (NEM) | 0.0 | $229k | 2.3k | 99.85 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $227k | 1.9k | 120.15 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $225k | 2.3k | 99.92 | |
| Gladstone Commercial Corporation (GOOD) | 0.0 | $219k | 21k | 10.67 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $218k | 3.1k | 69.40 | |
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $217k | 8.0k | 27.10 | |
| Freshpet (FRPT) | 0.0 | $216k | 3.6k | 60.93 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $216k | 1.6k | 139.18 | |
| Hca Holdings (HCA) | 0.0 | $215k | 460.00 | 466.86 | |
| Iqvia Holdings (IQV) | 0.0 | $212k | 940.00 | 225.41 | |
| Prologis (PLD) | 0.0 | $211k | 1.7k | 127.66 | |
| Zscaler Incorporated (ZS) | 0.0 | $208k | 925.00 | 224.80 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $207k | 679.00 | 304.78 | |
| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.0 | $207k | 3.5k | 59.47 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $207k | 553.00 | 373.44 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $206k | 1.8k | 117.21 | |
| Cooper Cos (COO) | 0.0 | $203k | 2.5k | 81.96 | |
| Welltower Inc Com reit (WELL) | 0.0 | $201k | 1.1k | 185.54 | |
| Intrusion (INTZ) | 0.0 | $183k | 159k | 1.15 |
