Turtle Creek Wealth Advisors as of Sept. 30, 2025
Portfolio Holdings for Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors holds 365 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 |
|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.5 | $72M | 118k | 612.38 | |
| Ishares Tr Core Msci Eafe (IEFA) | 4.3 | $48M | 550k | 87.31 | |
| Apple (AAPL) | 4.2 | $47M | 184k | 254.63 | |
| NVIDIA Corporation (NVDA) | 4.0 | $45M | 242k | 186.58 | |
| Microsoft Corporation (MSFT) | 3.9 | $44M | 85k | 517.95 | |
| Amazon (AMZN) | 1.8 | $20M | 90k | 219.57 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $20M | 63k | 315.43 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $20M | 81k | 243.10 | |
| Meta Platforms Cl A (META) | 1.7 | $19M | 26k | 734.38 | |
| Broadcom (AVGO) | 1.7 | $19M | 56k | 329.91 | |
| Blue Owl Capital Com Cl A (OWL) | 1.6 | $18M | 1.1M | 16.93 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.5 | $17M | 266k | 65.26 | |
| Eli Lilly & Co. (LLY) | 1.5 | $17M | 23k | 763.00 | |
| Blackrock (BLK) | 1.5 | $17M | 14k | 1165.85 | |
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 1.3 | $15M | 801k | 18.24 | |
| Caterpillar (CAT) | 1.3 | $15M | 31k | 477.15 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $14M | 237k | 59.92 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $14M | 21k | 666.18 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.2 | $14M | 114k | 120.72 | |
| McDonald's Corporation (MCD) | 1.2 | $13M | 44k | 303.89 | |
| Amphenol Corp Cl A (APH) | 1.2 | $13M | 107k | 123.75 | |
| Procter & Gamble Company (PG) | 1.2 | $13M | 85k | 153.65 | |
| Lam Research Corp Com New (LRCX) | 1.1 | $13M | 95k | 133.90 | |
| Visa Com Cl A (V) | 1.1 | $12M | 36k | 341.38 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 1.1 | $12M | 703k | 17.16 | |
| Enterprise Products Partners (EPD) | 1.1 | $12M | 384k | 31.27 | |
| Kla Corp Com New (KLAC) | 1.1 | $12M | 11k | 1078.59 | |
| Home Depot (HD) | 1.0 | $12M | 28k | 405.19 | |
| Costco Wholesale Corporation (COST) | 1.0 | $11M | 12k | 925.62 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $11M | 44k | 243.55 | |
| TJX Companies (TJX) | 0.9 | $10M | 71k | 144.54 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.9 | $9.9M | 27k | 365.48 | |
| Intuit (INTU) | 0.9 | $9.8M | 14k | 682.89 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $9.2M | 82k | 112.75 | |
| Parker-Hannifin Corporation (PH) | 0.8 | $9.1M | 12k | 758.13 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.8 | $8.8M | 60k | 145.65 | |
| Applied Materials (AMAT) | 0.8 | $8.6M | 42k | 204.74 | |
| Progressive Corporation (PGR) | 0.7 | $7.9M | 32k | 246.95 | |
| Entergy Corporation (ETR) | 0.7 | $7.9M | 84k | 93.19 | |
| AFLAC Incorporated (AFL) | 0.7 | $7.8M | 70k | 111.70 | |
| Stryker Corporation (SYK) | 0.7 | $7.5M | 20k | 369.67 | |
| Garmin SHS (GRMN) | 0.7 | $7.4M | 30k | 246.22 | |
| Blackstone Group Inc Com Cl A (BX) | 0.7 | $7.4M | 43k | 170.85 | |
| Mastercard Incorporated Cl A (MA) | 0.7 | $7.3M | 13k | 568.82 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.6 | $7.2M | 144k | 49.95 | |
| Martin Marietta Materials (MLM) | 0.6 | $7.1M | 11k | 630.26 | |
| Texas Instruments Incorporated (TXN) | 0.6 | $7.1M | 38k | 183.73 | |
| Select Sector Spdr Tr Technology (XLK) | 0.6 | $7.0M | 25k | 281.86 | |
| S&p Global (SPGI) | 0.6 | $7.0M | 14k | 486.69 | |
| Lennar Corp Cl A (LEN) | 0.6 | $6.8M | 54k | 126.04 | |
| Trane Technologies SHS (TT) | 0.6 | $6.7M | 16k | 421.96 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $6.7M | 56k | 118.83 | |
| EOG Resources (EOG) | 0.6 | $6.7M | 60k | 112.12 | |
| Cigna Corp (CI) | 0.6 | $6.2M | 21k | 288.25 | |
| Tesla Motors (TSLA) | 0.5 | $5.9M | 13k | 444.72 | |
| Cme (CME) | 0.5 | $5.7M | 21k | 270.19 | |
| Coca-Cola Company (KO) | 0.5 | $5.5M | 83k | 66.32 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $5.4M | 56k | 96.55 | |
| Philip Morris International (PM) | 0.5 | $5.2M | 32k | 162.20 | |
| Abbott Laboratories (ABT) | 0.5 | $5.2M | 39k | 133.94 | |
| UnitedHealth (UNH) | 0.5 | $5.1M | 15k | 345.30 | |
| Williams Companies (WMB) | 0.4 | $4.9M | 78k | 63.35 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $4.8M | 7.1k | 669.27 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $4.7M | 66k | 71.37 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $4.6M | 27k | 167.33 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $4.5M | 8.9k | 502.74 | |
| Astrazeneca Sponsored Adr (AZN) | 0.4 | $4.4M | 58k | 76.72 | |
| Pepsi (PEP) | 0.4 | $4.4M | 31k | 140.44 | |
| Ishares Msci Gbl Min Vol (ACWV) | 0.4 | $4.4M | 36k | 119.92 | |
| Duke Energy Corp Com New (DUK) | 0.4 | $4.2M | 34k | 123.75 | |
| Ishares Core Msci Emkt (IEMG) | 0.4 | $4.0M | 60k | 65.92 | |
| Prologis (PLD) | 0.4 | $4.0M | 35k | 114.52 | |
| Wal-Mart Stores (WMT) | 0.4 | $3.9M | 38k | 103.06 | |
| Kinder Morgan (KMI) | 0.3 | $3.5M | 124k | 28.31 | |
| Netflix (NFLX) | 0.3 | $3.4M | 2.9k | 1198.92 | |
| American Tower Reit (AMT) | 0.3 | $3.4M | 18k | 192.32 | |
| Union Pacific Corporation (UNP) | 0.3 | $3.4M | 14k | 236.37 | |
| Eaton Corp SHS (ETN) | 0.3 | $3.3M | 8.9k | 374.25 | |
| Johnson & Johnson (JNJ) | 0.3 | $3.3M | 18k | 185.42 | |
| Air Products & Chemicals (APD) | 0.3 | $3.3M | 12k | 272.72 | |
| Intuitive Surgical Com New (ISRG) | 0.3 | $3.3M | 7.4k | 447.23 | |
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.3 | $3.1M | 30k | 104.51 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $3.1M | 6.2k | 499.21 | |
| Chevron Corporation (CVX) | 0.3 | $3.0M | 19k | 155.29 | |
| Abbvie (ABBV) | 0.3 | $2.8M | 12k | 231.53 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.8M | 6.0k | 468.41 | |
| Starbucks Corporation (SBUX) | 0.2 | $2.8M | 33k | 84.60 | |
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $2.5M | 46k | 53.87 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $2.4M | 13k | 182.42 | |
| Oracle Corporation (ORCL) | 0.2 | $2.4M | 8.4k | 281.24 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $2.1M | 8.9k | 239.64 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $2.1M | 7.4k | 279.29 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $2.0M | 2.1k | 968.09 | |
| Boeing Company (BA) | 0.2 | $2.0M | 9.4k | 215.83 | |
| Honeywell International (HON) | 0.2 | $2.0M | 9.5k | 210.50 | |
| Enbridge (ENB) | 0.2 | $2.0M | 39k | 50.46 | |
| Servicenow (NOW) | 0.2 | $1.8M | 1.9k | 920.28 | |
| Amgen (AMGN) | 0.2 | $1.7M | 6.1k | 282.22 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $1.7M | 8.2k | 206.51 | |
| Bank of America Corporation (BAC) | 0.1 | $1.7M | 33k | 51.59 | |
| ConocoPhillips (COP) | 0.1 | $1.6M | 17k | 94.59 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.6M | 12k | 139.17 | |
| Deere & Company (DE) | 0.1 | $1.5M | 3.3k | 457.26 | |
| Morgan Stanley Com New (MS) | 0.1 | $1.5M | 9.3k | 158.96 | |
| Goldman Sachs (GS) | 0.1 | $1.5M | 1.8k | 796.35 | |
| Advanced Micro Devices (AMD) | 0.1 | $1.5M | 9.0k | 161.79 | |
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $1.4M | 37k | 39.29 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $1.4M | 3.4k | 402.42 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.4M | 26k | 53.40 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $1.3M | 3.0k | 435.46 | |
| Verizon Communications (VZ) | 0.1 | $1.3M | 30k | 43.95 | |
| Automatic Data Processing (ADP) | 0.1 | $1.3M | 4.5k | 293.50 | |
| Walt Disney Company (DIS) | 0.1 | $1.3M | 11k | 114.50 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.3M | 14k | 93.37 | |
| Merck & Co (MRK) | 0.1 | $1.3M | 15k | 83.93 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.2M | 6.1k | 203.59 | |
| Ge Aerospace Com New (GE) | 0.1 | $1.2M | 4.1k | 300.82 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $1.2M | 11k | 113.88 | |
| Oneok (OKE) | 0.1 | $1.2M | 17k | 72.97 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.2M | 3.3k | 355.47 | |
| Apa Corporation (APA) | 0.1 | $1.2M | 48k | 24.28 | |
| Wells Fargo & Company (WFC) | 0.1 | $1.2M | 14k | 83.82 | |
| MiMedx (MDXG) | 0.1 | $1.2M | 167k | 6.98 | |
| American Express Company (AXP) | 0.1 | $1.2M | 3.5k | 332.17 | |
| At&t (T) | 0.1 | $1.1M | 39k | 28.24 | |
| Masco Corporation (MAS) | 0.1 | $1.1M | 16k | 70.39 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.1M | 2.2k | 490.38 | |
| Citigroup Com New (C) | 0.1 | $1.1M | 11k | 101.50 | |
| Linde SHS (LIN) | 0.1 | $1.1M | 2.3k | 475.00 | |
| Intel Corporation (INTC) | 0.1 | $1.1M | 32k | 33.55 | |
| International Business Machines (IBM) | 0.1 | $1.1M | 3.8k | 282.16 | |
| Cisco Systems (CSCO) | 0.1 | $1.0M | 15k | 68.42 | |
| Uber Technologies (UBER) | 0.1 | $1.0M | 10k | 97.97 | |
| salesforce (CRM) | 0.1 | $1.0M | 4.3k | 237.03 | |
| Micron Technology (MU) | 0.1 | $998k | 6.0k | 167.32 | |
| Zoetis Cl A (ZTS) | 0.1 | $977k | 6.7k | 146.32 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $970k | 11k | 91.43 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $943k | 2.7k | 352.75 | |
| Arista Networks Com Shs (ANET) | 0.1 | $924k | 6.3k | 145.71 | |
| Marriott Intl Cl A (MAR) | 0.1 | $923k | 3.5k | 260.44 | |
| Nextera Energy (NEE) | 0.1 | $912k | 12k | 75.49 | |
| Targa Res Corp (TRGP) | 0.1 | $907k | 5.4k | 167.54 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $905k | 13k | 67.83 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $901k | 10k | 88.96 | |
| Southern Company (SO) | 0.1 | $869k | 9.2k | 94.77 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $868k | 1.8k | 485.02 | |
| Booking Holdings (BKNG) | 0.1 | $853k | 158.00 | 5399.27 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $849k | 3.4k | 246.60 | |
| Intercontinental Exchange (ICE) | 0.1 | $839k | 5.0k | 168.48 | |
| Sherwin-Williams Company (SHW) | 0.1 | $838k | 2.4k | 346.26 | |
| CoStar (CSGP) | 0.1 | $833k | 9.9k | 84.37 | |
| Nike CL B (NKE) | 0.1 | $824k | 12k | 69.73 | |
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $816k | 6.7k | 121.06 | |
| Texas Capital Bancshares (TCBI) | 0.1 | $815k | 9.6k | 84.53 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $815k | 5.8k | 140.05 | |
| Gilead Sciences (GILD) | 0.1 | $801k | 7.2k | 111.00 | |
| General Motors Company (GM) | 0.1 | $801k | 13k | 60.97 | |
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $787k | 7.1k | 110.38 | |
| Newmont Mining Corporation (NEM) | 0.1 | $772k | 9.2k | 84.31 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $757k | 18k | 41.11 | |
| Qualcomm (QCOM) | 0.1 | $753k | 4.5k | 166.36 | |
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $748k | 3.8k | 199.47 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $745k | 7.8k | 95.47 | |
| Broadridge Financial Solutions (BR) | 0.1 | $742k | 3.1k | 238.17 | |
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $734k | 43k | 17.06 | |
| Synopsys (SNPS) | 0.1 | $726k | 1.5k | 493.39 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $725k | 1.2k | 609.35 | |
| Altria (MO) | 0.1 | $718k | 11k | 66.06 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $717k | 2.2k | 332.84 | |
| Gartner (IT) | 0.1 | $710k | 2.7k | 262.87 | |
| Dt Midstream Common Stock (DTM) | 0.1 | $706k | 6.2k | 113.06 | |
| Ge Vernova (GEV) | 0.1 | $702k | 1.1k | 614.90 | |
| Chubb (CB) | 0.1 | $701k | 2.5k | 282.26 | |
| Pfizer (PFE) | 0.1 | $698k | 27k | 25.48 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $696k | 16k | 42.79 | |
| National Fuel Gas (NFG) | 0.1 | $695k | 7.5k | 92.37 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $690k | 3.5k | 194.50 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $686k | 3.4k | 201.53 | |
| MetLife (MET) | 0.1 | $681k | 8.3k | 82.37 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $674k | 21k | 31.42 | |
| Lowe's Companies (LOW) | 0.1 | $669k | 2.7k | 251.31 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $657k | 1.4k | 479.66 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $657k | 4.8k | 137.80 | |
| Cheniere Energy Com New (LNG) | 0.1 | $651k | 2.8k | 234.98 | |
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $650k | 6.5k | 100.23 | |
| Capital One Financial (COF) | 0.1 | $641k | 3.0k | 212.58 | |
| Constellation Energy (CEG) | 0.1 | $635k | 1.9k | 329.07 | |
| AmerisourceBergen (COR) | 0.1 | $635k | 2.0k | 312.53 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $634k | 1.1k | 596.03 | |
| Adams Express Company (ADX) | 0.1 | $627k | 28k | 22.30 | |
| Boston Scientific Corporation (BSX) | 0.1 | $620k | 6.4k | 97.63 | |
| FedEx Corporation (FDX) | 0.1 | $619k | 2.6k | 235.81 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $617k | 1.0k | 600.37 | |
| Tc Energy Corp (TRP) | 0.1 | $609k | 11k | 54.41 | |
| United Rentals (URI) | 0.1 | $608k | 637.00 | 954.66 | |
| Schlumberger Com Stk (SLB) | 0.1 | $592k | 17k | 34.37 | |
| Veritex Hldgs (VBTX) | 0.1 | $591k | 18k | 33.53 | |
| Colgate-Palmolive Company (CL) | 0.1 | $566k | 7.1k | 79.94 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $561k | 4.1k | 137.74 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $560k | 1.9k | 293.74 | |
| Palo Alto Networks (PANW) | 0.0 | $544k | 2.7k | 203.62 | |
| Welltower Inc Com reit (WELL) | 0.0 | $540k | 3.0k | 178.14 | |
| Dollar General (DG) | 0.0 | $534k | 5.2k | 103.35 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $528k | 7.1k | 74.49 | |
| McKesson Corporation (MCK) | 0.0 | $526k | 681.00 | 772.54 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $521k | 2.7k | 189.70 | |
| Clover Health Investments Com Cl A (CLOV) | 0.0 | $520k | 170k | 3.06 | |
| Orthofix Medical (OFIX) | 0.0 | $514k | 35k | 14.64 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $504k | 4.7k | 106.78 | |
| General Dynamics Corporation (GD) | 0.0 | $503k | 1.5k | 341.04 | |
| Cadence Design Systems (CDNS) | 0.0 | $503k | 1.4k | 351.26 | |
| O'reilly Automotive (ORLY) | 0.0 | $501k | 4.7k | 107.81 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $501k | 1.9k | 259.44 | |
| Analog Devices (ADI) | 0.0 | $499k | 2.0k | 245.70 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $493k | 43k | 11.60 | |
| General Mills (GIS) | 0.0 | $483k | 9.6k | 50.42 | |
| Loews Corporation (L) | 0.0 | $476k | 4.7k | 100.39 | |
| Thor Industries (THO) | 0.0 | $476k | 4.6k | 103.69 | |
| Danaher Corporation (DHR) | 0.0 | $474k | 2.4k | 198.26 | |
| CVS Caremark Corporation (CVS) | 0.0 | $474k | 6.3k | 75.39 | |
| Medtronic SHS (MDT) | 0.0 | $465k | 4.9k | 95.24 | |
| Cintas Corporation (CTAS) | 0.0 | $463k | 2.3k | 205.26 | |
| T. Rowe Price (TROW) | 0.0 | $461k | 4.5k | 102.64 | |
| Metropcs Communications (TMUS) | 0.0 | $454k | 1.9k | 239.38 | |
| Magna Intl Inc cl a (MGA) | 0.0 | $451k | 9.5k | 47.38 | |
| Global X Fds Globx Supdv Us (DIV) | 0.0 | $449k | 25k | 17.69 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $443k | 9.4k | 47.25 | |
| Illinois Tool Works (ITW) | 0.0 | $429k | 1.6k | 260.76 | |
| Simon Property (SPG) | 0.0 | $423k | 2.3k | 187.67 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $422k | 6.2k | 68.08 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $420k | 3.9k | 108.96 | |
| Church & Dwight (CHD) | 0.0 | $420k | 4.8k | 87.63 | |
| Moody's Corporation (MCO) | 0.0 | $419k | 879.00 | 476.53 | |
| Doordash Cl A (DASH) | 0.0 | $419k | 1.5k | 271.99 | |
| Wec Energy Group (WEC) | 0.0 | $416k | 3.6k | 114.57 | |
| Hess Midstream Cl A Shs (HESM) | 0.0 | $416k | 12k | 34.55 | |
| AutoZone (AZO) | 0.0 | $412k | 96.00 | 4290.24 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $404k | 7.4k | 54.18 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $398k | 4.6k | 87.21 | |
| Kkr & Co (KKR) | 0.0 | $396k | 3.0k | 129.95 | |
| Us Bancorp Del Com New (USB) | 0.0 | $390k | 8.1k | 48.33 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $385k | 1.2k | 323.58 | |
| Owl Rock Capital Corporation (OBDC) | 0.0 | $383k | 30k | 12.77 | |
| Apollo Global Mgmt (APO) | 0.0 | $381k | 2.9k | 133.27 | |
| Hca Holdings (HCA) | 0.0 | $377k | 884.00 | 426.20 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $376k | 2.7k | 140.78 | |
| Fiserv (FI) | 0.0 | $375k | 2.9k | 128.93 | |
| Verisk Analytics (VRSK) | 0.0 | $369k | 1.5k | 251.51 | |
| Vici Pptys (VICI) | 0.0 | $367k | 11k | 32.61 | |
| Halliburton Company (HAL) | 0.0 | $362k | 15k | 24.60 | |
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.0 | $359k | 6.1k | 59.20 | |
| Electronic Arts (EA) | 0.0 | $357k | 1.8k | 201.70 | |
| Dell Technologies CL C (DELL) | 0.0 | $357k | 2.5k | 141.77 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $356k | 270.00 | 1318.02 | |
| Keysight Technologies (KEYS) | 0.0 | $355k | 2.0k | 174.92 | |
| Quanta Services (PWR) | 0.0 | $355k | 856.00 | 414.42 | |
| Atmos Energy Corporation (ATO) | 0.0 | $343k | 2.0k | 170.75 | |
| American Electric Power Company (AEP) | 0.0 | $341k | 3.0k | 112.51 | |
| Iqvia Holdings (IQV) | 0.0 | $341k | 1.8k | 189.94 | |
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.0 | $332k | 5.0k | 66.32 | |
| Howmet Aerospace (HWM) | 0.0 | $326k | 1.7k | 196.23 | |
| Fastenal Company (FAST) | 0.0 | $322k | 6.6k | 49.04 | |
| Cummins (CMI) | 0.0 | $321k | 760.00 | 422.37 | |
| Community Health Systems (CYH) | 0.0 | $321k | 100k | 3.21 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $319k | 1.6k | 195.86 | |
| Aon Shs Cl A (AON) | 0.0 | $318k | 891.00 | 356.58 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $316k | 1.6k | 192.74 | |
| Autodesk (ADSK) | 0.0 | $316k | 994.00 | 317.67 | |
| Monolithic Power Systems (MPWR) | 0.0 | $314k | 341.00 | 920.64 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $304k | 3.4k | 89.34 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $304k | 4.9k | 62.47 | |
| Realty Income (O) | 0.0 | $303k | 5.0k | 60.79 | |
| Ameren Corporation (AEE) | 0.0 | $300k | 2.9k | 104.38 | |
| D.R. Horton (DHI) | 0.0 | $295k | 1.7k | 169.48 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $292k | 1.5k | 190.62 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $291k | 1.1k | 258.36 | |
| SYNNEX Corporation (SNX) | 0.0 | $291k | 1.8k | 163.75 | |
| Liberty Global Com Cl A (LBTYA) | 0.0 | $291k | 25k | 11.46 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $290k | 885.00 | 328.17 | |
| Travelers Companies (TRV) | 0.0 | $290k | 1.0k | 279.22 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $288k | 1.2k | 241.96 | |
| Paypal Holdings (PYPL) | 0.0 | $288k | 4.3k | 67.06 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $287k | 6.1k | 46.96 | |
| ResMed (RMD) | 0.0 | $285k | 1.0k | 273.73 | |
| Edwards Lifesciences (EW) | 0.0 | $285k | 3.7k | 77.77 | |
| Ford Motor Company (F) | 0.0 | $284k | 24k | 11.96 | |
| Arrow Electronics (ARW) | 0.0 | $284k | 2.3k | 121.00 | |
| Iron Mountain (IRM) | 0.0 | $283k | 2.8k | 101.94 | |
| IDEXX Laboratories (IDXX) | 0.0 | $282k | 442.00 | 638.89 | |
| Ventas (VTR) | 0.0 | $279k | 4.0k | 69.99 | |
| Crown Castle Intl (CCI) | 0.0 | $278k | 2.9k | 96.49 | |
| Oge Energy Corp (OGE) | 0.0 | $278k | 6.0k | 46.27 | |
| Anthem (ELV) | 0.0 | $277k | 858.00 | 323.16 | |
| Digital Realty Trust (DLR) | 0.0 | $274k | 1.6k | 172.88 | |
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $273k | 6.4k | 42.96 | |
| Waste Management (WM) | 0.0 | $273k | 1.2k | 220.83 | |
| Ecolab (ECL) | 0.0 | $272k | 992.00 | 273.86 | |
| Motorola Solutions Com New (MSI) | 0.0 | $270k | 590.00 | 457.29 | |
| Landbridge Company Cl A (LB) | 0.0 | $267k | 5.0k | 53.35 | |
| 3M Company (MMM) | 0.0 | $266k | 1.7k | 155.18 | |
| Sempra Energy (SRE) | 0.0 | $264k | 2.9k | 89.98 | |
| Dominion Resources (D) | 0.0 | $263k | 4.3k | 61.16 | |
| Flotek Inds Inc Del Com New (FTK) | 0.0 | $263k | 18k | 14.60 | |
| Emerson Electric (EMR) | 0.0 | $256k | 2.0k | 131.18 | |
| Equinix (EQIX) | 0.0 | $256k | 327.00 | 783.24 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $256k | 653.00 | 391.64 | |
| SYSCO Corporation (SYY) | 0.0 | $255k | 3.1k | 82.34 | |
| Main Street Capital Corporation (MAIN) | 0.0 | $254k | 4.0k | 63.59 | |
| L3harris Technologies (LHX) | 0.0 | $254k | 831.00 | 305.48 | |
| Becton, Dickinson and (BDX) | 0.0 | $252k | 1.3k | 187.17 | |
| Vistra Energy (VST) | 0.0 | $251k | 1.3k | 195.92 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.0 | $251k | 2.7k | 91.75 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $249k | 1.1k | 236.06 | |
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $246k | 1.6k | 154.23 | |
| Key (KEY) | 0.0 | $245k | 13k | 18.69 | |
| American Intl Group Com New (AIG) | 0.0 | $243k | 3.1k | 78.54 | |
| NetApp (NTAP) | 0.0 | $243k | 2.0k | 118.46 | |
| Fair Isaac Corporation (FICO) | 0.0 | $241k | 161.00 | 1496.53 | |
| American Healthcare Reit Com Shs (AHR) | 0.0 | $241k | 5.7k | 42.01 | |
| CSX Corporation (CSX) | 0.0 | $240k | 6.7k | 35.51 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $238k | 769.00 | 309.74 | |
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $238k | 2.0k | 118.37 | |
| Ameriprise Financial (AMP) | 0.0 | $237k | 483.00 | 491.25 | |
| Alexandria Real Estate Equities (ARE) | 0.0 | $237k | 2.8k | 83.33 | |
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $236k | 595.00 | 396.15 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $235k | 2.1k | 109.95 | |
| Axon Enterprise (AXON) | 0.0 | $233k | 325.00 | 717.64 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $233k | 5.5k | 42.37 | |
| Western Digital (WDC) | 0.0 | $231k | 1.9k | 120.06 | |
| Ubiquiti (UI) | 0.0 | $231k | 349.00 | 660.58 | |
| Rockwell Automation (ROK) | 0.0 | $228k | 653.00 | 349.53 | |
| DTE Energy Company (DTE) | 0.0 | $228k | 1.6k | 141.40 | |
| PNC Financial Services (PNC) | 0.0 | $225k | 1.1k | 200.93 | |
| Roper Industries (ROP) | 0.0 | $224k | 449.00 | 498.69 | |
| Bristol Myers Squibb (BMY) | 0.0 | $221k | 4.9k | 45.10 | |
| Msci (MSCI) | 0.0 | $219k | 385.00 | 567.41 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $216k | 2.0k | 110.59 | |
| Phillips 66 (PSX) | 0.0 | $215k | 1.6k | 136.04 | |
| Global X Fds Global X Silver (SIL) | 0.0 | $215k | 3.0k | 71.63 | |
| Raymond James Financial (RJF) | 0.0 | $215k | 1.2k | 172.60 | |
| Monster Beverage Corp (MNST) | 0.0 | $215k | 3.2k | 67.31 | |
| Vulcan Materials Company (VMC) | 0.0 | $214k | 695.00 | 307.62 | |
| Consolidated Edison (ED) | 0.0 | $213k | 2.1k | 100.52 | |
| Allstate Corporation (ALL) | 0.0 | $213k | 990.00 | 214.65 | |
| United Parcel Service CL B (UPS) | 0.0 | $212k | 2.5k | 83.54 | |
| Darling International (DAR) | 0.0 | $212k | 6.9k | 30.87 | |
| Nrg Energy Com New (NRG) | 0.0 | $212k | 1.3k | 161.95 | |
| Cbre Group Cl A (CBRE) | 0.0 | $212k | 1.3k | 157.56 | |
| Principal Financial (PFG) | 0.0 | $212k | 2.6k | 82.91 | |
| Wabtec Corporation (WAB) | 0.0 | $212k | 1.1k | 200.47 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $211k | 961.00 | 219.53 | |
| Ingersoll Rand (IR) | 0.0 | $211k | 2.6k | 82.62 | |
| CMS Energy Corporation (CMS) | 0.0 | $210k | 2.9k | 73.26 | |
| Builders FirstSource (BLDR) | 0.0 | $209k | 1.7k | 121.25 | |
| Valero Energy Corporation (VLO) | 0.0 | $205k | 1.2k | 170.27 | |
| Workday Cl A (WDAY) | 0.0 | $204k | 847.00 | 240.73 | |
| Kenvue (KVUE) | 0.0 | $197k | 12k | 16.23 | |
| Flagstar Financial Com New (FLG) | 0.0 | $194k | 17k | 11.55 | |
| Kimbell Rty Partners Unit (KRP) | 0.0 | $148k | 11k | 13.49 | |
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $146k | 10k | 14.25 | |
| Prime Medicine (PRME) | 0.0 | $139k | 25k | 5.54 | |
| Viatris (VTRS) | 0.0 | $111k | 11k | 9.90 | |
| Greenfire Res Com Shs (GFR) | 0.0 | $91k | 20k | 4.62 | |
| Epsilon Energy (EPSN) | 0.0 | $78k | 16k | 5.04 | |
| Shattuck Labs (STTK) | 0.0 | $29k | 12k | 2.39 |