United Financial Planning Group

United Financial Planning Group as of March 31, 2026

Portfolio Holdings for United Financial Planning Group

United Financial Planning Group holds 462 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Value Index Etf (VTV) 18.0 $30M 155k 196.20
Vanguard Ftse Developed Etf (VEA) 16.5 $28M 436k 64.08
Vanguard Growth Index Etf (VUG) 16.2 $27M 63k 436.79
Ishares Core S&p Mid-cap Etf (IJH) 5.1 $8.7M 129k 67.53
Ishares Core S&p Etf (IJR) 4.3 $7.3M 59k 124.31
Ishares Core Msci Etf (IEMG) 4.1 $7.0M 100k 69.75
Vanguard Real Estate Etf (VNQ) 3.6 $6.1M 69k 88.70
Vanguard Total Int Bond Etf (BNDX) 3.4 $5.7M 119k 48.05
Vanguard Short-term Bond Etf (BSV) 2.6 $4.4M 56k 78.41
Vanguard Mid-cap Index Etf (VO) 2.2 $3.8M 13k 287.18
Abbvie (ABBV) 1.5 $2.5M 12k 217.50
Vanguard Total Etf (VTI) 1.4 $2.3M 7.2k 320.83
Ishares 1-5 Year Etf (IGSB) 1.3 $2.3M 43k 52.56
Apple (AAPL) 1.2 $2.0M 7.9k 253.80
Vanguard Small-cap Index Etf (VB) 1.2 $2.0M 7.5k 261.93
Ishares Core Msci Etf (IDEV) 1.1 $1.9M 23k 83.57
Spdr Gold Shares Etf (GLD) 1.0 $1.7M 3.9k 430.29
Vanguard Total Int Etf (VXUS) 0.9 $1.6M 20k 77.11
Vanguard Ftse Emerging Etf (VWO) 0.9 $1.5M 28k 54.05
Ishares Silver Trust Etf (SLV) 0.8 $1.4M 20k 68.14
Wal-Mart Stores (WMT) 0.7 $1.2M 9.4k 124.28
Vanguard Int Term Bond Etf (BIV) 0.7 $1.2M 15k 77.18
NVIDIA Corporation (NVDA) 0.6 $1.0M 5.8k 174.41
Consolidated Edison (ED) 0.5 $919k 8.1k 113.18
State Street Spdr S&p Etf (SPY) 0.5 $865k 1.3k 650.57
Vanguard S&p 500 Etf Etf (VOO) 0.5 $838k 1.4k 597.42
Microsoft Corporation (MSFT) 0.4 $720k 1.9k 370.17
Newmont Mining Corporation (NEM) 0.3 $532k 4.9k 108.24
Alphabet Inc Class A cs (GOOGL) 0.3 $471k 1.6k 287.59
Berkshire Hathaway (BRK.B) 0.3 $456k 952.00 479.20
Vanguard High Dividend Etf (VYM) 0.3 $442k 3.0k 148.10
State Street Energy Etf (XLE) 0.2 $408k 6.7k 61.26
Moody's Corporation (MCO) 0.2 $383k 877.00 436.25
Visa (V) 0.2 $370k 1.2k 302.28
Amazon (AMZN) 0.2 $358k 1.7k 208.27
Exxon Mobil Corporation (XOM) 0.2 $346k 2.0k 169.66
Alphabet Inc Class C cs (GOOG) 0.2 $344k 1.2k 286.90
Vanguard Utilities Index Etf (VPU) 0.2 $335k 1.7k 198.14
Facebook Inc cl a (META) 0.2 $315k 551.00 572.13
Vanguard Long-term Bond Etf (BLV) 0.2 $297k 4.3k 68.79
Vanguard Dividend Etf (VIG) 0.2 $283k 1.3k 215.07
Ishares Core S&p 500 Etf (IVV) 0.2 $277k 425.00 652.49
Invesco Qqq Tr Etf (QQQ) 0.2 $270k 467.00 577.18
Vanguard Small-cap Value Etf (VBR) 0.2 $263k 1.2k 217.27
McDonald's Corporation (MCD) 0.2 $261k 839.00 310.79
FedEx Corporation (FDX) 0.1 $237k 664.00 356.32
Ishares Iboxx $ Etf (LQD) 0.1 $235k 2.2k 109.00
Oracle Corporation (ORCL) 0.1 $222k 1.5k 147.11
JPMorgan Chase & Co. (JPM) 0.1 $217k 738.00 293.99
Tesla Motors (TSLA) 0.1 $215k 577.00 371.75
Schwab Short-term U.s. Etf (SCHO) 0.1 $210k 8.6k 24.27
Schwab Long-term U.s. Etf (SCHQ) 0.1 $180k 5.7k 31.43
Vanguard Short Term Cor Etf (VCSH) 0.1 $175k 2.2k 79.27
Broadcom (AVGO) 0.1 $174k 564.00 309.28
Ishares Core Msci Eafe Etf (IEFA) 0.1 $141k 1.6k 90.53
International Business Machines (IBM) 0.1 $138k 571.00 242.39
Vanguard Large-cap Index Etf (VV) 0.1 $138k 461.00 298.85
Vanguard Total Bond Etf (BND) 0.1 $126k 1.7k 73.63
Boeing Company (BA) 0.1 $125k 627.00 198.98
Ishares Msci Global Etf (PICK) 0.1 $121k 2.1k 56.60
Fidelity Wise Origin Etf (FBTC) 0.1 $118k 2.0k 59.03
Motorola Solutions (MSI) 0.1 $106k 244.00 433.97
Msc Income Fund (MSIF) 0.1 $102k 8.4k 12.18
Morgan Stanley (MS) 0.1 $100k 610.00 164.57
Caterpillar (CAT) 0.1 $95k 134.00 710.59
Ishares Biotechnology Etf (IBB) 0.1 $94k 558.00 168.85
Qualcomm (QCOM) 0.1 $93k 725.00 128.78
Home Depot (HD) 0.1 $92k 279.00 328.89
Invesco Optimum Yield Etf (PDBC) 0.0 $84k 4.9k 17.32
Johnson & Johnson (JNJ) 0.0 $83k 339.00 244.44
Ishares Msci Eafe Etf Etf (EFA) 0.0 $82k 841.00 97.13
Bank of America Corporation (BAC) 0.0 $78k 1.6k 48.75
Schwab U.s. Aggregate Etf (SCHZ) 0.0 $77k 3.3k 23.22
Vanguard Extended Market Etf (VXF) 0.0 $73k 353.00 205.80
Eli Lilly & Co. (LLY) 0.0 $68k 74.00 919.77
Invesco S&p Global Water Etf (PIO) 0.0 $68k 1.1k 63.94
Ishares Core S&p Total Etf (ITOT) 0.0 $66k 464.00 142.43
Goldman Sachs (GS) 0.0 $66k 78.00 845.99
Blackstone Group Inc Com Cl A (BX) 0.0 $64k 560.00 114.99
Merck & Co (MRK) 0.0 $62k 519.00 120.29
Pepsi (PEP) 0.0 $61k 391.00 155.29
Ishares Russell 2000 Etf (IWM) 0.0 $53k 213.00 248.00
Netflix (NFLX) 0.0 $52k 540.00 96.15
State Street Spdr S&p Etf (SDY) 0.0 $52k 355.00 145.94
Walt Disney Company (DIS) 0.0 $49k 505.00 96.38
D.R. Horton (DHI) 0.0 $46k 333.00 137.22
Vanguard Global Ex-u.s. Etf (VNQI) 0.0 $45k 1.0k 44.46
Lockheed Martin Corporation (LMT) 0.0 $44k 72.00 604.39
Comcast Corporation (CMCSA) 0.0 $43k 1.5k 28.72
U.S. Bancorp (USB) 0.0 $41k 784.00 52.01
Ishares Msci Agriculture Etf (VEGI) 0.0 $41k 897.00 45.24
Smartstop Self Storag Reit I (SMA) 0.0 $41k 1.3k 30.28
Analog Devices (ADI) 0.0 $40k 127.00 318.14
MasterCard Incorporated (MA) 0.0 $39k 78.00 499.65
Amgen (AMGN) 0.0 $39k 110.00 352.93
Lowe's Companies (LOW) 0.0 $39k 163.00 236.28
Vanguard Information Etf (VGT) 0.0 $38k 55.00 697.73
Ishares Esg Aware Msci Etf (ESGU) 0.0 $38k 271.00 141.35
Ishares Core Msci Total Etf (IXUS) 0.0 $37k 431.00 86.55
Sandisk Corp (SNDK) 0.0 $37k 58.00 635.34
State Street Utilities Etf (XLU) 0.0 $36k 790.00 45.89
Vanguard Int Term Core Etf (VCIT) 0.0 $34k 410.00 82.74
Ishares U.s. Treasury Etf (GOVT) 0.0 $34k 1.5k 22.92
Vanguard Ftse All-world Etf (VSS) 0.0 $33k 228.00 145.54
Ishares Future Etf (XT) 0.0 $33k 480.00 68.15
Palantir Technologies (PLTR) 0.0 $32k 221.00 146.28
Procter & Gamble Company (PG) 0.0 $32k 220.00 144.44
S&p Global (SPGI) 0.0 $31k 73.00 425.34
Ciena Corporation (CIEN) 0.0 $30k 78.00 388.23
Invesco National Etf (PZA) 0.0 $30k 1.3k 22.98
Spdr Bloomberg Etf (BWX) 0.0 $30k 1.4k 21.95
Pulte (PHM) 0.0 $29k 249.00 117.61
Cisco Systems (CSCO) 0.0 $29k 376.00 77.59
Northrop Grumman Corporation (NOC) 0.0 $28k 41.00 690.39
Lam Research (LRCX) 0.0 $28k 129.00 213.66
Ishares Bitcoin Trust Etf (IBIT) 0.0 $27k 714.00 38.42
Stryker Corporation (SYK) 0.0 $24k 74.00 328.59
Cardinal Health (CAH) 0.0 $24k 114.00 211.31
Intercontinental Exchange (ICE) 0.0 $24k 152.00 157.28
Ishares Broad Usd Etf (USIG) 0.0 $24k 466.00 51.20
General Electric (GE) 0.0 $24k 83.00 284.08
Ishares S&p Small-cap Etf (IJS) 0.0 $24k 199.00 118.45
Nextera Energy (NEE) 0.0 $24k 253.00 92.88
Schwab U.s. Broad Market Etf (SCHB) 0.0 $23k 931.00 25.11
At&t (T) 0.0 $23k 806.00 29.00
Starbucks Corporation (SBUX) 0.0 $23k 258.00 89.59
Vanguard Tax-exempt Bond Etf (VTEB) 0.0 $23k 458.00 49.89
Coca-Cola Company (KO) 0.0 $23k 300.00 75.99
NRG Energy (NRG) 0.0 $22k 148.00 146.14
Citigroup (C) 0.0 $21k 186.00 113.41
Autodesk (ADSK) 0.0 $21k 88.00 239.40
Spdr Gold Minishares Etf (GLDM) 0.0 $21k 226.00 92.69
Vertiv Holdings Llc vertiv holdings (VRT) 0.0 $21k 83.00 250.58
Capital One Financial (COF) 0.0 $20k 109.00 182.43
Applied Materials (AMAT) 0.0 $20k 58.00 341.79
State Street Technology Etf (XLK) 0.0 $20k 149.00 132.48
Monolithic Power Systems (MPWR) 0.0 $20k 18.00 1093.33
Howmet Aerospace (HWM) 0.0 $20k 85.00 230.46
Coherent Corp (COHR) 0.0 $19k 81.00 238.21
Blackrock (BLK) 0.0 $19k 20.00 961.70
Servicenow (NOW) 0.0 $19k 180.00 104.55
CSX Corporation (CSX) 0.0 $18k 447.00 41.05
Costco Wholesale Corporation (COST) 0.0 $18k 18.00 996.44
Ishares S&p 100 Etf Etf (OEF) 0.0 $18k 56.00 318.07
salesforce (CRM) 0.0 $18k 94.00 186.67
Flushing Financial Corporation (FFIC) 0.0 $17k 1.1k 15.36
MetLife (MET) 0.0 $17k 241.00 70.72
State Street Spdr Etf (SPMB) 0.0 $17k 761.00 22.39
TKO Group Holdings (TKO) 0.0 $17k 84.00 201.65
Schwab International Etf (SCHF) 0.0 $17k 678.00 24.75
Webster Financial Corporation (WBS) 0.0 $17k 240.00 69.42
Warrior Met Coal (HCC) 0.0 $17k 178.00 93.15
Cummins (CMI) 0.0 $16k 30.00 538.03
Travelers Companies (TRV) 0.0 $16k 55.00 291.67
Halliburton Company (HAL) 0.0 $16k 411.00 38.99
Applovin Corp Class A (APP) 0.0 $16k 40.00 398.00
Ishares Esg Aware Msci Etf (ESGD) 0.0 $16k 166.00 95.59
Vanguard Mega Cap Growth Etf (MGK) 0.0 $16k 43.00 367.35
Texas Instruments Incorporated (TXN) 0.0 $16k 81.00 194.14
State Street Spdr Euro Etf (FEZ) 0.0 $16k 253.00 62.08
MercadoLibre (MELI) 0.0 $16k 9.00 1729.00
Rockwell Automation (ROK) 0.0 $15k 43.00 358.88
State Street Financial Etf (XLF) 0.0 $15k 312.00 49.42
Abbott Laboratories (ABT) 0.0 $15k 149.00 102.67
Parker-Hannifin Corporation (PH) 0.0 $15k 17.00 895.24
UnitedHealth (UNH) 0.0 $15k 54.00 270.59
Vanguard Mid-cap Growth Etf (VOT) 0.0 $14k 56.00 256.21
State Street Spdr Dow Etf (DIA) 0.0 $14k 30.00 463.20
Pfizer (PFE) 0.0 $14k 493.00 28.08
TJX Companies (TJX) 0.0 $14k 86.00 159.70
Palo Alto Networks (PANW) 0.0 $14k 85.00 160.32
Biogen Idec (BIIB) 0.0 $14k 74.00 183.32
AutoZone (AZO) 0.0 $14k 4.00 3377.75
Ishares Gold Trust Etf (IAU) 0.0 $13k 152.00 88.16
Jpmorgan Nasdaq Equity Etf (JEPQ) 0.0 $13k 236.00 55.52
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $13k 29.00 446.55
Emerald Holding (EEX) 0.0 $13k 2.9k 4.51
Valero Energy Corporation (VLO) 0.0 $13k 52.00 247.08
Sherwin-Williams Company (SHW) 0.0 $13k 39.00 320.54
Chevron Corporation (CVX) 0.0 $12k 60.00 206.90
Deere & Company (DE) 0.0 $12k 22.00 563.32
General Motors Company (GM) 0.0 $12k 166.00 74.50
Micron Technology (MU) 0.0 $12k 36.00 337.83
State Street Spdr Etf (SPTI) 0.0 $12k 419.00 28.65
Marathon Petroleum Corp (MPC) 0.0 $12k 49.00 244.18
Western Digital (WDC) 0.0 $12k 44.00 270.50
Ionis Pharmaceuticals (IONS) 0.0 $12k 158.00 75.09
Msci (MSCI) 0.0 $12k 22.00 539.00
State Street Spdr Etf (SPSM) 0.0 $12k 245.00 48.32
Hca Holdings (HCA) 0.0 $12k 25.00 473.24
Sterling Construction Company (STRL) 0.0 $12k 29.00 407.28
KLA-Tencor Corporation (KLAC) 0.0 $12k 8.00 1472.38
Intuit (INTU) 0.0 $12k 27.00 432.37
Unusual Whales Etf (NANC) 0.0 $12k 276.00 42.13
State Street Spdr S&p Etf (KOMP) 0.0 $11k 195.00 58.48
Ge Vernova (GEV) 0.0 $11k 13.00 872.92
Teradyne (TER) 0.0 $11k 37.00 296.46
Citizens Financial (CFG) 0.0 $11k 182.00 59.97
Zoom Video Communications In cl a (ZM) 0.0 $11k 135.00 80.39
Regeneron Pharmaceuticals (REGN) 0.0 $11k 14.00 772.64
Arista Networks (ANET) 0.0 $11k 88.00 122.78
Williams Companies (WMB) 0.0 $11k 147.00 72.78
Steel Dynamics (STLD) 0.0 $11k 59.00 180.00
State Street Spdr S&p Etf (NANR) 0.0 $11k 125.00 84.00
Echostar Corporation (SATS) 0.0 $10k 89.00 117.07
WESCO International (WCC) 0.0 $10k 38.00 273.63
McKesson Corporation (MCK) 0.0 $10k 12.00 865.33
Bank of New York Mellon Corporation (BK) 0.0 $10k 87.00 118.63
Gilead Sciences (GILD) 0.0 $10k 74.00 139.36
Monster Beverage Corp (MNST) 0.0 $10k 142.00 72.46
Cadence Design Systems (CDNS) 0.0 $10k 37.00 277.86
ConocoPhillips (COP) 0.0 $10k 77.00 132.00
Jabil Circuit (JBL) 0.0 $10k 38.00 265.63
Norfolk Southern (NSC) 0.0 $10k 35.00 287.00
Warner Bros. Discovery (WBD) 0.0 $10k 365.00 27.46
MasTec (MTZ) 0.0 $10k 31.00 321.74
O'reilly Automotive (ORLY) 0.0 $9.7k 105.00 92.31
Allegheny Technologies Incorporated (ATI) 0.0 $9.6k 66.00 145.45
Zions Bancorporation (ZION) 0.0 $9.5k 164.00 57.62
AECOM Technology Corporation (ACM) 0.0 $9.4k 111.00 84.82
Ishares Global Clean Etf (ICLN) 0.0 $9.4k 513.00 18.28
Advanced Micro Devices (AMD) 0.0 $9.4k 46.00 203.43
Quanta Services (PWR) 0.0 $9.3k 17.00 549.00
Ishares S&p 500 Growth Etf (IVW) 0.0 $9.3k 82.00 113.11
TransDigm Group Incorporated (TDG) 0.0 $9.3k 8.00 1159.00
Bwx Technologies (BWXT) 0.0 $9.2k 45.00 204.49
Cheniere Energy (LNG) 0.0 $9.1k 32.00 283.75
Vanguard Mid-cap Value Etf (VOE) 0.0 $9.0k 49.00 184.29
Ishares Mbs Etf Etf (MBB) 0.0 $9.0k 95.00 94.89
State Street Spdr Etf (SPSB) 0.0 $9.0k 298.00 30.08
Ishares S&p 500 Value Etf (IVE) 0.0 $8.9k 42.00 211.14
BorgWarner (BWA) 0.0 $8.8k 163.00 54.26
Wells Fargo & Company (WFC) 0.0 $8.8k 110.00 79.61
ACADIA Pharmaceuticals (ACAD) 0.0 $8.5k 384.00 22.26
Freeport-McMoRan Copper & Gold (FCX) 0.0 $8.5k 144.00 58.78
Ishares Russell Mid-cap Etf (IWP) 0.0 $8.5k 66.00 128.12
Altria (MO) 0.0 $8.4k 128.00 65.99
Rocket Cos (RKT) 0.0 $8.4k 590.00 14.25
Schwab U.s. Tips Etf Etf (SCHP) 0.0 $8.3k 312.00 26.61
Intuitive Surgical (ISRG) 0.0 $8.3k 18.00 461.00
American International (AIG) 0.0 $8.3k 110.00 75.25
Hilton Worldwide Holdings (HLT) 0.0 $8.2k 27.00 304.07
Unum (UNM) 0.0 $8.2k 112.00 73.03
Ameriprise Financial (AMP) 0.0 $8.0k 18.00 444.39
Boston Scientific Corporation (BSX) 0.0 $7.9k 126.00 62.75
Vanguard Ftse All-world Etf (VEU) 0.0 $7.9k 105.00 74.90
Shake Shack Inc cl a (SHAK) 0.0 $7.8k 88.00 88.47
Evercore Partners (EVR) 0.0 $7.8k 26.00 298.50
Cme (CME) 0.0 $7.7k 26.00 295.35
Ishares Msci Usa Quality Etf (QUAL) 0.0 $7.7k 40.00 191.80
W.W. Grainger (GWW) 0.0 $7.6k 7.00 1090.86
Mettler-Toledo International (MTD) 0.0 $7.6k 6.00 1261.17
Five Below (FIVE) 0.0 $7.5k 33.00 228.48
Ishares S&p Small-cap Etf (IJT) 0.0 $7.5k 52.00 144.71
Union Pacific Corporation (UNP) 0.0 $7.5k 31.00 242.61
Ishares Msci Eafe Etf (SCZ) 0.0 $7.5k 95.00 78.64
Vanguard Energy Index Etf (VDE) 0.0 $7.4k 43.00 173.05
Thermo Fisher Scientific (TMO) 0.0 $7.4k 15.00 491.53
First Horizon National Corporation (FHN) 0.0 $7.4k 323.00 22.76
Constellation Energy (CEG) 0.0 $7.3k 26.00 279.27
Ross Stores (ROST) 0.0 $7.1k 33.00 216.64
Phillips 66 (PSX) 0.0 $7.1k 39.00 182.18
eBay (EBAY) 0.0 $7.1k 78.00 91.03
Charles Schwab Corporation (SCHW) 0.0 $7.0k 75.00 93.99
Adobe Systems Incorporated (ADBE) 0.0 $7.0k 29.00 243.07
Alnylam Pharmaceuticals (ALNY) 0.0 $6.9k 21.00 330.86
Diamondback Energy (FANG) 0.0 $6.9k 35.00 197.80
Us Foods Hldg Corp call (USFD) 0.0 $6.8k 74.00 92.22
Veralto Corp (VLTO) 0.0 $6.8k 77.00 88.42
Carlisle Companies (CSL) 0.0 $6.7k 20.00 333.60
National Fuel Gas (NFG) 0.0 $6.7k 71.00 93.96
Affiliated Managers (AMG) 0.0 $6.6k 24.00 276.71
Elanco Animal Health (ELAN) 0.0 $6.6k 276.00 23.93
Packaging Corporation of America (PKG) 0.0 $6.6k 31.00 212.23
Globe Life (GL) 0.0 $6.5k 47.00 139.17
General Dynamics Corporation (GD) 0.0 $6.5k 19.00 343.21
Marvell Technology (MRVL) 0.0 $6.4k 65.00 99.05
Raytheon Technologies Corp (RTX) 0.0 $6.4k 33.00 193.45
Uber Technologies (UBER) 0.0 $6.3k 88.00 71.93
Corteva (CTVA) 0.0 $6.3k 75.00 83.71
Regions Financial Corporation (RF) 0.0 $6.3k 240.00 26.12
Prudential Financial (PRU) 0.0 $6.3k 64.00 97.69
Delta Air Lines (DAL) 0.0 $6.2k 94.00 66.48
Regal-beloit Corporation (RRX) 0.0 $6.2k 33.00 187.27
Vistra Energy (VST) 0.0 $6.2k 41.00 150.34
Nasdaq Omx (NDAQ) 0.0 $6.1k 72.00 84.89
Fifth Third Ban (FITB) 0.0 $6.0k 130.00 46.46
Kroger (KR) 0.0 $5.9k 82.00 72.37
Compass (COMP) 0.0 $5.9k 809.00 7.31
Apollo Global Mgmt (APO) 0.0 $5.9k 53.00 111.42
L3harris Technologies (LHX) 0.0 $5.9k 17.00 345.18
3M Company (MMM) 0.0 $5.8k 40.00 145.22
Yum! Brands (YUM) 0.0 $5.8k 37.00 155.49
Hyatt Hotels Corporation (H) 0.0 $5.8k 40.00 143.80
Philip Morris International (PM) 0.0 $5.6k 34.00 165.35
PNC Financial Services (PNC) 0.0 $5.6k 27.00 208.07
Ares Capital Corporation (ARCC) 0.0 $5.6k 310.00 18.02
Bristol Myers Squibb (BMY) 0.0 $5.6k 92.00 60.65
Avery Dennison Corporation (AVY) 0.0 $5.5k 32.00 172.69
Granite Construction (GVA) 0.0 $5.5k 46.00 119.87
Entegris (ENTG) 0.0 $5.5k 47.00 117.23
Jones Lang LaSalle Incorporated (JLL) 0.0 $5.5k 18.00 304.33
Rollins (ROL) 0.0 $5.4k 102.00 53.41
Assurant (AIZ) 0.0 $5.4k 25.00 217.80
Honeywell International (HON) 0.0 $5.4k 24.00 226.04
Marriott International (MAR) 0.0 $5.2k 16.00 327.06
Tractor Supply Company (TSCO) 0.0 $5.2k 115.00 45.30
Vanguard Health Care Etf (VHT) 0.0 $5.2k 19.00 273.16
Kkr & Co (KKR) 0.0 $5.2k 56.00 92.50
International Paper Company (IP) 0.0 $5.2k 145.00 35.60
State Street Spdr S&p Etf (XBI) 0.0 $5.1k 40.00 128.60
State Street Etf (XLC) 0.0 $5.1k 46.00 111.39
Danaher Corporation (DHR) 0.0 $5.1k 27.00 189.59
Lennox International (LII) 0.0 $5.1k 11.00 464.09
Zoetis Inc Cl A (ZTS) 0.0 $5.1k 43.00 118.21
Antero Midstream Corp antero midstream (AM) 0.0 $5.1k 222.00 22.80
IDEXX Laboratories (IDXX) 0.0 $5.1k 9.00 561.89
Ecolab (ECL) 0.0 $5.1k 19.00 266.00
Encompass Health Corp (EHC) 0.0 $5.0k 52.00 96.73
Cbre Group Inc Cl A (CBRE) 0.0 $5.0k 37.00 135.46
Newpark Resources (NPKI) 0.0 $5.0k 342.00 14.49
F5 Networks (FFIV) 0.0 $4.9k 17.00 289.35
Truist Financial Corp equities (TFC) 0.0 $4.8k 105.00 45.97
Archer Daniels Midland Company (ADM) 0.0 $4.7k 65.00 72.69
American Electric Power Company (AEP) 0.0 $4.7k 36.00 131.08
Hldgs (UAL) 0.0 $4.7k 51.00 92.08
Colgate-Palmolive Company (CL) 0.0 $4.7k 55.00 85.24
Charles River Laboratories (CRL) 0.0 $4.7k 27.00 172.52
ON Semiconductor (ON) 0.0 $4.6k 75.00 61.92
WisdomTree Investments (WT) 0.0 $4.6k 314.00 14.56
Gra (GGG) 0.0 $4.6k 54.00 84.65
Schwab U.s. Dividend Etf (SCHD) 0.0 $4.6k 149.00 30.68
Green Dot Corporation (GDOT) 0.0 $4.6k 407.00 11.22
Huntington Ingalls Inds (HII) 0.0 $4.6k 12.00 379.92
Nordson Corporation (NDSN) 0.0 $4.5k 17.00 266.06
Paccar (PCAR) 0.0 $4.5k 39.00 115.51
Automatic Data Processing (ADP) 0.0 $4.5k 22.00 203.18
Kinder Morgan (KMI) 0.0 $4.5k 133.00 33.53
Carrier Global Corporation (CARR) 0.0 $4.4k 79.00 56.30
Ingevity (NGVT) 0.0 $4.4k 62.00 71.23
Becton, Dickinson and (BDX) 0.0 $4.4k 28.00 157.21
Sprouts Fmrs Mkt (SFM) 0.0 $4.4k 57.00 77.12
Manhattan Associates (MANH) 0.0 $4.4k 33.00 133.12
Connectone Banc (CNOB) 0.0 $4.4k 164.00 26.77
Target Corporation (TGT) 0.0 $4.4k 36.00 121.33
Ishares Core Universal Etf (IUSB) 0.0 $4.3k 93.00 46.19
Ishares Russell 1000 Etf (IWD) 0.0 $4.3k 20.00 213.65
Lennar Corporation (LEN) 0.0 $4.3k 49.00 86.84
Metropcs Communications (TMUS) 0.0 $4.2k 20.00 210.05
Nike (NKE) 0.0 $4.2k 79.00 52.82
AFLAC Incorporated (AFL) 0.0 $4.2k 38.00 109.71
Eagle Materials (EXP) 0.0 $4.2k 22.00 189.45
NCR Atleos Corp (NATL) 0.0 $4.1k 95.00 43.58
Live Nation Entertainment (LYV) 0.0 $4.1k 27.00 152.52
Dick's Sporting Goods (DKS) 0.0 $4.0k 20.00 198.30
Jacobs Engineering Group (J) 0.0 $3.9k 31.00 127.29
Textron (TXT) 0.0 $3.9k 45.00 87.56
Otis Worldwide Corp (OTIS) 0.0 $3.9k 51.00 77.08
Exelon Corporation (EXC) 0.0 $3.9k 80.00 49.02
Public Service Enterprise (PEG) 0.0 $3.9k 48.00 80.96
Hp (HPQ) 0.0 $3.9k 201.00 19.21
Hologic 0.0 $3.9k 51.00 75.59
American Financial (AFG) 0.0 $3.8k 30.00 127.70
Qnity Electronics (Q) 0.0 $3.8k 33.00 115.39
Cognizant Technology Solutions (CTSH) 0.0 $3.8k 62.00 61.35
Air Products & Chemicals (APD) 0.0 $3.8k 13.00 290.46
A. O. Smith Corporation (AOS) 0.0 $3.8k 57.00 65.95
Iqvia Holdings (IQV) 0.0 $3.8k 22.00 170.55
Element Solutions (ESI) 0.0 $3.7k 109.00 34.14
Hewlett Packard Enterprise (HPE) 0.0 $3.6k 153.00 23.81
Vanguard Small-cap Etf (VBK) 0.0 $3.6k 12.00 302.25
Valmont Industries (VMI) 0.0 $3.6k 9.00 399.56
Amplify Digital Payments Etf (IPAY) 0.0 $3.6k 83.00 42.99
Royal Gold (RGLD) 0.0 $3.6k 14.00 254.50
Phinia (PHIN) 0.0 $3.6k 52.00 68.44
Sempra Energy (SRE) 0.0 $3.5k 36.00 97.17
Xylem (XYL) 0.0 $3.5k 29.00 119.52
State Street Corporation (STT) 0.0 $3.4k 27.00 126.56
PerkinElmer (RVTY) 0.0 $3.4k 39.00 87.62
Travel Leisure Ord (TNL) 0.0 $3.4k 49.00 69.18
Keysight Technologies (KEYS) 0.0 $3.4k 12.00 282.33
Illinois Tool Works (ITW) 0.0 $3.4k 13.00 260.31
H&R Block (HRB) 0.0 $3.3k 105.00 31.74
Western Alliance Bancorporation (WAL) 0.0 $3.3k 47.00 70.85
Allstate Corporation (ALL) 0.0 $3.3k 16.00 207.31
Onto Innovation (ONTO) 0.0 $3.3k 16.00 205.06
Ishares Msci Intl Etf (IQLT) 0.0 $3.2k 70.00 46.23
Microchip Technology (MCHP) 0.0 $3.2k 50.00 64.62
Anthem (ELV) 0.0 $3.2k 11.00 292.73
Ametek (AME) 0.0 $3.2k 15.00 214.33
Key (KEY) 0.0 $3.2k 159.00 20.05
Dollar Tree (DLTR) 0.0 $3.2k 29.00 109.52
Expeditors International of Washington (EXPD) 0.0 $3.2k 22.00 143.23
American Water Works (AWK) 0.0 $3.1k 23.00 136.09
Ishares Msci Eafe Value Etf (EFV) 0.0 $3.1k 42.00 74.36
Akamai Technologies (AKAM) 0.0 $3.1k 27.00 114.85
CVS Caremark Corporation (CVS) 0.0 $3.1k 43.00 71.81
Dupont De Nemours (DD) 0.0 $3.0k 66.00 45.80
West Pharmaceutical Services (WST) 0.0 $3.0k 12.00 250.67
Progressive Corporation (PGR) 0.0 $3.0k 15.00 198.27
United Parcel Service (UPS) 0.0 $3.0k 30.00 98.37
Intel Corporation (INTC) 0.0 $2.9k 66.00 44.41
Entergy Corporation (ETR) 0.0 $2.9k 26.00 112.35
Liberty Media Corp Del Com Lbty One S C (FWONK) 0.0 $2.8k 33.00 85.03
Acuity Brands (AYI) 0.0 $2.8k 10.00 280.20
Comfort Systems USA (FIX) 0.0 $2.8k 2.00 1379.00
Gartner (IT) 0.0 $2.7k 17.00 158.35
AES Corporation (AES) 0.0 $2.7k 191.00 14.09
PPG Industries (PPG) 0.0 $2.7k 25.00 106.88
SEI Investments Company (SEIC) 0.0 $2.6k 33.00 78.48
Hartford Financial Services (HIG) 0.0 $2.6k 19.00 135.21
Mondelez Int (MDLZ) 0.0 $2.5k 44.00 57.64
Air Lease Corp 0.0 $2.5k 39.00 64.95
Tyson Foods (TSN) 0.0 $2.5k 39.00 64.08
Vanguard Short-term Etf (VTIP) 0.0 $2.5k 50.00 49.96
Ishares U.s. Equity Etf (DYNF) 0.0 $2.4k 42.00 58.19
Houlihan Lokey Inc cl a (HLI) 0.0 $2.4k 17.00 143.65
Reliance Steel & Aluminum (RS) 0.0 $2.4k 8.00 303.88
Hancock Holding Company (HWC) 0.0 $2.4k 37.00 63.59
MKS Instruments (MKSI) 0.0 $2.3k 10.00 229.80
Ss&c Technologies Holding (SSNC) 0.0 $2.3k 34.00 67.56
Primerica (PRI) 0.0 $2.3k 9.00 250.44
Axon Enterprise (AXON) 0.0 $2.1k 5.00 424.60
Lpl Financial Holdings (LPLA) 0.0 $2.1k 7.00 300.86
Kyndryl Holdings Ord Wi (KD) 0.0 $2.1k 158.00 13.12
Waste Management (WM) 0.0 $2.1k 9.00 229.78
Henry Schein (HSIC) 0.0 $2.1k 28.00 73.71
Floor & Decor Hldgs Inc cl a (FND) 0.0 $2.0k 40.00 50.80
Cintas Corporation (CTAS) 0.0 $2.0k 12.00 169.17
Dex (DXCM) 0.0 $2.0k 32.00 62.81
Bruker Corporation (BRKR) 0.0 $1.9k 54.00 36.11
Celsius Holdings (CELH) 0.0 $1.7k 48.00 35.48
Square Inc cl a (XYZ) 0.0 $1.7k 28.00 60.18
Lululemon Athletica (LULU) 0.0 $1.7k 11.00 153.09
Performance Food (PFGC) 0.0 $1.4k 16.00 85.69
Paypal Holdings (PYPL) 0.0 $1.3k 29.00 45.24
Versant Media Group (VSNT) 0.0 $1.3k 35.00 37.03
Ingersoll Rand (IR) 0.0 $1.1k 14.00 80.14
Ishares Msci Eafe Growth Etf (EFG) 0.0 $1.1k 10.00 111.40
Ishares U.s. Thematic Etf (THRO) 0.0 $1.0k 28.00 36.21
Ishares 10-20 Year Etf (TLH) 0.0 $1.0k 10.00 100.70
Waters Corporation (WAT) 0.0 $893.000100 3.00 297.67
Digital World Acquisition Co Class A (DJT) 0.0 $881.999000 95.00 9.28
Ishares Flexible Income Etf (BINC) 0.0 $727.000400 14.00 51.93
Ishares U.s. Technology Etf (IYW) 0.0 $726.000000 4.00 181.50
Ishares Msci Usa Etf (MTUM) 0.0 $720.000000 3.00 240.00
Ge Healthcare Technologies I (GEHC) 0.0 $569.000000 8.00 71.12
Ishares Core Etf (IAGG) 0.0 $550.000000 11.00 50.00
Ishares A.i. Innovation Etf (BAI) 0.0 $493.999500 15.00 32.93
Tilray Brands (TLRY) 0.0 $324.000000 50.00 6.48
Ishares Core Dividend Etf (DGRO) 0.0 $281.000000 4.00 70.25
Charter Communications Inc New Cl A cl a (CHTR) 0.0 $216.000000 1.00 216.00
Ford Motor Company (F) 0.0 $185.000000 16.00 11.56
Brighthouse Finl (BHF) 0.0 $120.000000 2.00 60.00
Roblox Corp (RBLX) 0.0 $113.000000 2.00 56.50
Viatris (VTRS) 0.0 $108.000000 8.00 13.50
Semtech Corporation (SMTC) 0.0 $77.000000 1.00 77.00
Lumen Technologies (LUMN) 0.0 $70.000000 10.00 7.00
Celularity (CELU) 0.0 $25.000200 19.00 1.32
Rivian Automotive Inc Class A (RIVN) 0.0 $15.000000 1.00 15.00
Protagenic Therapeutics (PTIX) 0.0 $12.000300 17.00 0.71
Plug Power (PLUG) 0.0 $2.000000 1.00 2.00