United Financial Planning Group

United Financial Planning Group as of June 30, 2026

Portfolio Holdings for United Financial Planning Group

United Financial Planning Group holds 465 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
Vanguard Value Index Etf (VTV) 17.9 $35M 162k 218.43
Vanguard Growth Index Etf (VUG) 16.9 $33M 385k 86.24
Vanguard Ftse Developed Etf (VEA) 16.3 $32M 451k 71.30
Ishares Core S&p Mid-cap Etf (IJH) 5.2 $10M 133k 77.16
Ishares Core S&p Etf (IJR) 4.5 $8.9M 60k 148.43
Ishares Core Msci Etf (IEMG) 4.4 $8.6M 103k 82.90
Vanguard Real Estate Etf (VNQ) 3.5 $6.9M 71k 96.48
Vanguard Total Etf (BNDX) 3.1 $6.2M 127k 48.44
Vanguard Short-term Bond Etf (BSV) 2.5 $4.8M 62k 77.98
Vanguard Mid-cap Index Etf (VO) 2.1 $4.2M 52k 80.57
Abbvie (ABBV) 1.5 $2.9M 11k 251.64
Vanguard Total Etf (VTI) 1.3 $2.6M 7.1k 370.01
Ishares 1-5 Year Etf (IGSB) 1.2 $2.4M 45k 52.45
Apple (AAPL) 1.1 $2.2M 7.6k 289.38
Vanguard Small-cap Index Etf (VB) 1.1 $2.2M 7.2k 303.12
Ishares Core Msci Etf (IDEV) 1.1 $2.1M 23k 89.01
Vanguard Total Etf (VXUS) 0.9 $1.7M 20k 85.49
Vanguard Ftse Emerging Etf (VWO) 0.8 $1.7M 28k 59.69
Vanguard Etf (BIV) 0.8 $1.5M 20k 76.78
Spdr Gold Shares Etf (GLD) 0.8 $1.5M 4.0k 368.38
NVIDIA Corporation (NVDA) 0.6 $1.2M 5.8k 200.09
Ishares Silver Trust Etf (SLV) 0.6 $1.1M 21k 53.47
Wal-Mart Stores (WMT) 0.5 $1.1M 9.4k 113.26
State Street Spdr S&p Etf (SPY) 0.5 $994k 1.3k 746.57
Vanguard S&p 500 Etf Etf (VOO) 0.5 $965k 1.4k 687.00
Consolidated Edison (ED) 0.5 $902k 8.2k 110.62
Microsoft Corporation (MSFT) 0.4 $726k 1.9k 373.02
Broadcom (AVGO) 0.3 $604k 1.6k 377.69
Alphabet Inc Class A cs (GOOGL) 0.3 $586k 1.6k 357.48
Ishares Russell 1000 Etf (IWD) 0.2 $485k 2.0k 242.43
Newmont Mining Corporation (NEM) 0.2 $480k 5.1k 93.41
Berkshire Hathaway (BRK.B) 0.2 $476k 952.00 500.39
Vanguard High Dividend Etf (VYM) 0.2 $471k 3.0k 158.03
Barrick Mining Corp (B) 0.2 $435k 12k 36.73
Alphabet Inc Class C cs (GOOG) 0.2 $424k 1.2k 353.48
Visa (V) 0.2 $420k 1.2k 343.03
Amazon (AMZN) 0.2 $410k 1.7k 238.34
Moody's Corporation (MCO) 0.2 $397k 877.00 452.92
State Street Energy Etf (XLE) 0.2 $354k 6.7k 53.11
Invesco Qqq Tr Etf (QQQ) 0.2 $344k 467.00 736.40
Vanguard Long-term Bond Etf (BLV) 0.2 $344k 5.0k 68.93
Facebook Inc cl a (META) 0.2 $331k 588.00 563.29
Vanguard Utilities Index Etf (VPU) 0.2 $331k 1.7k 195.73
Ishares Core S&p 500 Etf (IVV) 0.2 $319k 426.00 748.27
Vanguard Dividend Etf (VIG) 0.2 $312k 1.3k 236.68
Exxon Mobil Corporation (XOM) 0.1 $279k 2.0k 136.72
Central Securities (CET) 0.1 $263k 5.0k 52.45
Constellation Energy (CEG) 0.1 $251k 1.0k 248.37
Tesla Motors (TSLA) 0.1 $243k 577.00 420.60
JPMorgan Chase & Co. (JPM) 0.1 $242k 738.00 327.54
Ishares Iboxx $ Etf (LQD) 0.1 $238k 2.2k 109.09
McDonald's Corporation (MCD) 0.1 $227k 840.00 270.40
Ing Groep N V F Adr (ING) 0.1 $220k 7.0k 31.38
Oracle Corporation (ORCL) 0.1 $213k 1.5k 146.55
FedEx Corporation (FDX) 0.1 $208k 664.00 313.32
Seagate Technology (STX) 0.1 $182k 189.00 965.00
Vanguard Short Term Cor Etf (VCSH) 0.1 $177k 2.2k 79.03
Vanguard Large-cap Index Etf (VV) 0.1 $159k 461.00 343.91
Agnico (AEM) 0.1 $157k 1.0k 155.13
Ishares Core Msci Eafe Etf (IEFA) 0.1 $150k 1.6k 96.58
NiSource (NI) 0.1 $146k 3.1k 47.55
Caterpillar (CAT) 0.1 $143k 134.00 1068.10
Exelon Corporation (EXC) 0.1 $138k 3.0k 46.62
Calamos Convertible & Hi Income Fund (CHY) 0.1 $136k 10k 13.62
Qualcomm (QCOM) 0.1 $134k 725.00 184.79
International Business Machines (IBM) 0.1 $133k 472.00 281.21
Sandisk Corp (SNDK) 0.1 $132k 58.00 2273.72
Morgan Stanley (MS) 0.1 $128k 610.00 209.04
Vanguard Total Bond Etf (BND) 0.1 $127k 1.7k 73.41
Ishares Msci Global Etf (PICK) 0.1 $126k 2.2k 58.14
Boeing Company (BA) 0.1 $124k 574.00 216.41
Mexico Fund (MXF) 0.1 $115k 5.3k 21.87
Fidelity Wise Origin Etf (FBTC) 0.1 $102k 2.0k 51.05
Motorola Solutions (MSI) 0.1 $101k 244.00 415.29
Home Depot (HD) 0.0 $98k 279.00 352.68
Msc Income Fund (MSIF) 0.0 $97k 8.4k 11.57
Vanguard Small-cap Value Etf (VBR) 0.0 $96k 393.00 243.04
Bank of America Corporation (BAC) 0.0 $92k 1.6k 56.98
Eli Lilly & Co. (LLY) 0.0 $89k 74.00 1199.43
Ishares Msci Eafe Etf Etf (EFA) 0.0 $87k 841.00 103.88
Vanguard Extended Market Etf (VXF) 0.0 $87k 353.00 246.21
Johnson & Johnson (JNJ) 0.0 $86k 339.00 253.97
Taiwan Semiconductor M F Adr (TSM) 0.0 $81k 170.00 477.57
Ase Technology Hldg Co F Adr (ASX) 0.0 $81k 1.8k 45.12
Goldman Sachs (GS) 0.0 $79k 78.00 1011.37
Schwab U.s. Aggregate Etf (SCHZ) 0.0 $78k 3.4k 23.13
Linde (LIN) 0.0 $75k 145.00 518.94
Novartis Ag F Adr (NVS) 0.0 $71k 450.00 156.72
Invesco S&p Global Water Etf (PHO) 0.0 $70k 1.1k 65.75
Ishares Russell 2000 Etf (IWM) 0.0 $64k 213.00 300.45
Ishares Core S&p Total Etf (ITOT) 0.0 $64k 387.00 164.27
Blackstone Group Inc Com Cl A (BX) 0.0 $62k 530.00 117.67
Merck & Co (MRK) 0.0 $60k 469.00 128.50
Lam Research (LRCX) 0.0 $56k 129.00 433.33
D.R. Horton (DHI) 0.0 $54k 333.00 162.88
State Street Spdr S&p Etf (SDY) 0.0 $54k 355.00 152.18
Vanguard Information Etf (VGT) 0.0 $53k 440.00 119.52
Space X (SPCX) 0.0 $51k 297.00 170.86
Analog Devices (ADI) 0.0 $50k 127.00 397.17
Fedex Fght Hldg (FDXF) 0.0 $50k 332.00 151.00
Pepsi (PEP) 0.0 $46k 339.00 135.40
Vanguard Global Ex-u.s. Etf (VNQI) 0.0 $45k 1.0k 44.86
Ishares Esg Aware Msci Etf (ESGU) 0.0 $44k 271.00 163.93
Cisco Systems (CSCO) 0.0 $44k 376.00 117.46
Walt Disney Company (DIS) 0.0 $44k 453.00 96.25
Smartstop Self Storag Reit I (SMA) 0.0 $44k 1.3k 32.50
U.S. Bancorp (USB) 0.0 $43k 713.00 60.40
Applied Materials (AMAT) 0.0 $42k 58.00 723.00
Sila Realty Trust 0.0 $42k 1.4k 30.36
Ishares Core Msci Total Etf (IXUS) 0.0 $42k 436.00 95.44
Micron Technology (MU) 0.0 $42k 36.00 1154.28
FS Specialty Lending Fund (FSSL) 0.0 $41k 3.7k 11.15
Amgen (AMGN) 0.0 $40k 111.00 361.61
MasterCard Incorporated (MA) 0.0 $40k 78.00 513.60
Ishares Msci Agriculture Etf (VEGI) 0.0 $40k 904.00 44.13
Ishares Future Etf (XT) 0.0 $40k 480.00 82.63
Netflix (NFLX) 0.0 $39k 540.00 71.40
Ciena Corporation (CIEN) 0.0 $38k 78.00 490.56
Liberty All-Star Growth Fund (ASG) 0.0 $38k 6.9k 5.47
Comcast Corporation (CMCSA) 0.0 $37k 1.5k 24.56
Lowe's Companies (LOW) 0.0 $36k 163.00 220.49
Tri-Continental Corporation (TY) 0.0 $36k 1.0k 34.43
State Street Utilities Etf (XLU) 0.0 $36k 790.00 45.34
Vanguard Ftse All-world Etf (VSS) 0.0 $35k 229.00 154.00
Invesco National Etf (PZA) 0.0 $35k 1.5k 23.52
Pulte (PHM) 0.0 $34k 249.00 137.21
Vanguard Etf (VCIT) 0.0 $34k 412.00 82.64
Ishares U.s. Treasury Etf (GOVT) 0.0 $34k 1.5k 22.78
Barclays Plc F Adr (BCS) 0.0 $33k 1.2k 26.86
Japan Smaller Capitalizaion Fund (JOF) 0.0 $33k 2.8k 11.78
Coherent Corp (COHR) 0.0 $32k 81.00 394.47
Procter & Gamble Company (PG) 0.0 $32k 216.00 146.64
Ishares Bitcoin Trust Etf (IBIT) 0.0 $31k 927.00 33.29
Asml Hldg N V F Adr (ASML) 0.0 $30k 15.00 1989.47
State Street Spdr Etf (BWX) 0.0 $30k 1.4k 21.68
S&p Global (SPGI) 0.0 $30k 73.00 407.26
State Street Technology Etf (XLK) 0.0 $28k 149.00 189.92
Western Digital (WDC) 0.0 $28k 44.00 638.73
Vertiv Holdings Llc vertiv holdings (VRT) 0.0 $28k 83.00 334.82
General Electric (GE) 0.0 $27k 73.00 374.42
Flextronics International Ltd Com Stk (FLEX) 0.0 $27k 168.00 162.07
Ishares S&p Small-cap Etf (IJS) 0.0 $27k 199.00 136.68
Cardinal Health (CAH) 0.0 $27k 114.00 237.56
Advanced Micro Devices (AMD) 0.0 $27k 46.00 580.91
Citigroup (C) 0.0 $26k 186.00 139.96
Palantir Technologies (PLTR) 0.0 $26k 221.00 116.67
Mesabi Tr Ctf Ben Int (MSB) 0.0 $25k 1.0k 25.30
Permian Basin Rty Tr Unit Ben Int (PBT) 0.0 $25k 1.0k 25.04
Sterling Construction Company (STRL) 0.0 $24k 29.00 839.34
Ishares Broad Usd Etf (USIG) 0.0 $24k 471.00 51.32
KLA-Tencor Corporation (KLAC) 0.0 $24k 80.00 301.71
Lockheed Martin Corporation (LMT) 0.0 $24k 47.00 509.47
Accenture (ACN) 0.0 $24k 192.00 124.44
Stryker Corporation (SYK) 0.0 $23k 74.00 314.84
Howmet Aerospace (HWM) 0.0 $23k 85.00 268.86
UnitedHealth (UNH) 0.0 $22k 54.00 415.63
BlackRock MuniYield New York Insured Fnd (MYN) 0.0 $22k 2.2k 10.15
Iron Mountain (IRM) 0.0 $22k 176.00 126.31
Virtus Global Divid Income F (ZTR) 0.0 $22k 3.2k 6.83
Capital One Financial (COF) 0.0 $22k 109.00 200.62
NRG Energy (NRG) 0.0 $22k 148.00 146.06
Cummins (CMI) 0.0 $21k 30.00 713.20
CSX Corporation (CSX) 0.0 $21k 447.00 47.53
Northrop Grumman Corporation (NOC) 0.0 $21k 42.00 504.83
Astrazeneca Plc Ord (AZN) 0.0 $21k 111.00 189.62
Marvell Technology (MRVL) 0.0 $21k 69.00 297.88
Ishares S&p 100 Etf Etf (OEF) 0.0 $21k 56.00 365.88
MetLife (MET) 0.0 $20k 241.00 84.61
Novo-nordisk A S F Adr (NVO) 0.0 $20k 409.00 47.94
Spdr Gold Minishares Etf (GLDM) 0.0 $20k 246.00 79.42
Blackrock (BLK) 0.0 $19k 20.00 961.55
Vanguard Mega Cap Growth Etf (MGK) 0.0 $19k 214.00 87.99
Schwab International Etf (SCHF) 0.0 $19k 678.00 27.70
OceanFirst Financial (OCFC) 0.0 $19k 956.00 19.53
Webster Financial Corporation (WBS) 0.0 $18k 240.00 76.42
Travelers Companies (TRV) 0.0 $18k 55.00 330.13
Teradyne (TER) 0.0 $18k 37.00 483.84
Coca-Cola Company (KO) 0.0 $18k 220.00 81.24
Servicenow (NOW) 0.0 $18k 180.00 99.28
On Hldg (ONON) 0.0 $18k 500.00 35.42
State Street Spdr Euro Etf (FEZ) 0.0 $17k 253.00 68.68
Ishares Esg Aware Msci Etf (ESGD) 0.0 $17k 169.00 102.55
Autodesk (ADSK) 0.0 $17k 88.00 194.42
Vanguard Mid-cap Growth Etf (VOT) 0.0 $17k 56.00 304.95
State Street Spdr Etf (SPMB) 0.0 $17k 761.00 22.31
TKO Group Holdings (TKO) 0.0 $17k 84.00 201.31
Costco Wholesale Corporation (COST) 0.0 $17k 18.00 935.44
State Street Financial Etf (XLF) 0.0 $17k 312.00 53.66
At&t (T) 0.0 $17k 806.00 20.71
Parker-Hannifin Corporation (PH) 0.0 $17k 17.00 978.12
Monolithic Power Systems (MPWR) 0.0 $17k 12.00 1382.33
Semtech Corporation (SMTC) 0.0 $16k 100.00 161.85
Fortinet (FTNT) 0.0 $16k 105.00 153.62
Biogen Idec (BIIB) 0.0 $16k 74.00 216.05
Arcelormittal F Adr (MT) 0.0 $16k 263.00 60.22
State Street Spdr Dow Etf (DIA) 0.0 $16k 30.00 522.40
Arista Networks (ANET) 0.0 $15k 88.00 169.88
Jabil Circuit (JBL) 0.0 $15k 38.00 385.47
State Street Spdr Etf (SPSM) 0.0 $14k 245.00 57.67
Halliburton Company (HAL) 0.0 $14k 411.00 33.95
Unusual Whales Etf (NANC) 0.0 $14k 276.00 50.53
State Street Spdr S&p Etf (KOMP) 0.0 $14k 195.00 71.50
Cadence Design Systems (CDNS) 0.0 $14k 37.00 375.32
Monster Beverage Corp (MNST) 0.0 $14k 142.00 96.12
Palo Alto Networks (PANW) 0.0 $14k 40.00 341.02
General Mills (GIS) 0.0 $14k 390.00 34.80
Valero Energy Corporation (VLO) 0.0 $14k 52.00 260.44
Steel Dynamics (STLD) 0.0 $14k 59.00 229.46
Abbott Laboratories (ABT) 0.0 $14k 149.00 90.74
Nextera Energy (NEE) 0.0 $13k 153.00 87.77
Sherwin-Williams Company (SHW) 0.0 $13k 39.00 344.31
Medtronic (MDT) 0.0 $13k 169.00 78.23
WESCO International (WCC) 0.0 $13k 38.00 345.42
TJX Companies (TJX) 0.0 $13k 86.00 151.50
Allegheny Technologies Incorporated (ATI) 0.0 $13k 66.00 197.11
Ge Vernova (GEV) 0.0 $13k 11.00 1174.82
MasTec (MTZ) 0.0 $13k 31.00 416.06
General Motors Company (GM) 0.0 $13k 166.00 77.08
AutoZone (AZO) 0.0 $13k 4.00 3196.00
Eaton (ETN) 0.0 $13k 30.00 426.13
Citizens Financial (CFG) 0.0 $13k 182.00 70.07
Bank of New York Mellon Corporation (BNY) 0.0 $13k 87.00 144.61
Intercontinental Exchange (ICE) 0.0 $13k 102.00 123.11
Marathon Petroleum Corp (MPC) 0.0 $13k 49.00 255.67
Ionis Pharmaceuticals (IONS) 0.0 $13k 158.00 79.29
Msci (MSCI) 0.0 $12k 22.00 560.05
Quanta Services (PWR) 0.0 $12k 17.00 720.06
Texas Instruments Incorporated (TXN) 0.0 $12k 41.00 298.07
Manulife Finl Corp (MFC) 0.0 $12k 299.00 40.51
State Street Spdr Etf (SPTI) 0.0 $12k 423.00 28.38
Credicorp (BAP) 0.0 $12k 30.00 389.57
Zoom Video Communications In cl a (ZM) 0.0 $12k 135.00 86.31
Ishares Gold Trust Etf (IAU) 0.0 $12k 152.00 75.51
Ishares S&p 500 Growth Etf (IVW) 0.0 $11k 82.00 137.52
Technipfmc (FTI) 0.0 $11k 168.00 66.30
Pimco NY Muni Income Fund II (PNI) 0.0 $11k 1.6k 7.09
Pfizer (PFE) 0.0 $11k 458.00 24.08
Schwab U.s. Broad Market Etf (SCHB) 0.0 $11k 378.00 28.99
Williams Companies (WMB) 0.0 $11k 147.00 74.34
Schlumberger (SLB) 0.0 $11k 234.00 46.49
BorgWarner (BWA) 0.0 $11k 163.00 66.40
Ishares Global Clean Etf (ICLN) 0.0 $11k 514.00 20.49
Unum (UNM) 0.0 $10k 112.00 89.40
Chevron Corporation (CVX) 0.0 $9.9k 60.00 165.77
Hca Holdings (HCA) 0.0 $9.7k 25.00 389.88
Warner Bros. Discovery (WBD) 0.0 $9.7k 365.00 26.66
Vanguard Mid-cap Value Etf (VOE) 0.0 $9.7k 49.00 197.59
Ishares Russell Mid-cap Etf (IWP) 0.0 $9.7k 66.00 146.41
Prudential Plc F Adr (PUK) 0.0 $9.6k 359.00 26.81
Ishares S&p 500 Value Etf (IVE) 0.0 $9.5k 42.00 227.07
W.W. Grainger (GWW) 0.0 $9.5k 7.00 1360.43
State Street Spdr S&p Etf (NANR) 0.0 $9.4k 125.00 75.50
Gilead Sciences (GILD) 0.0 $9.3k 74.00 126.34
Rocket Cos (RKT) 0.0 $9.3k 590.00 15.75
Ishares S&p Small-cap Etf (IJT) 0.0 $9.3k 52.00 178.60
Intel Corporation (INTC) 0.0 $9.3k 66.00 140.53
Sap Se F Adr (SAP) 0.0 $9.2k 60.00 154.12
Altria (MO) 0.0 $9.2k 128.00 71.95
Wells Fargo & Company (WFC) 0.0 $9.1k 110.00 82.64
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $9.1k 949.00 9.57
McKesson Corporation (MCK) 0.0 $9.1k 12.00 755.58
Freeport-McMoRan Copper & Gold (FCX) 0.0 $9.1k 144.00 62.89
BP P L C F Adr (BP) 0.0 $9.1k 245.00 36.95
State Street Spdr Etf (SPSB) 0.0 $9.0k 301.00 30.04
Echostar Corporation 0.0 $9.0k 89.00 101.51
Hilton Worldwide Holdings (HLT) 0.0 $8.9k 27.00 330.44
Evercore Partners (EVR) 0.0 $8.9k 26.00 341.42
Vanguard Ftse All-world Etf (VEU) 0.0 $8.8k 105.00 83.90
Delta Air Lines (DAL) 0.0 $8.8k 94.00 93.66
Applovin Corp Class A (APP) 0.0 $8.8k 17.00 515.24
Bwx Technologies (BWXT) 0.0 $8.8k 45.00 194.64
eBay (EBAY) 0.0 $8.7k 78.00 111.76
Anheuser Busch Inbev S F Adr (BUD) 0.0 $8.5k 103.00 82.40
Natwest Group Plc F Adr (NWG) 0.0 $8.5k 480.00 17.63
Entegris (ENTG) 0.0 $8.5k 47.00 179.85
Union Pacific Corporation (UNP) 0.0 $8.4k 31.00 272.00
Globe Life (GL) 0.0 $8.4k 47.00 178.68
Trane Technologies (TT) 0.0 $8.4k 17.00 491.18
Ishares Mbs Etf Etf (MBB) 0.0 $8.3k 88.00 94.39
First Horizon National Corporation (FHN) 0.0 $8.3k 323.00 25.64
Ameriprise Financial (AMP) 0.0 $8.3k 18.00 458.78
Alibaba Group Hldg Ltd F Adr (BABA) 0.0 $8.3k 86.00 95.98
American International (AIG) 0.0 $8.2k 110.00 74.53
Affiliated Managers (AMG) 0.0 $8.1k 24.00 338.42
ConocoPhillips (COP) 0.0 $8.0k 77.00 103.96
Relx Plc F Adr (RELX) 0.0 $8.0k 252.00 31.67
Gsk Plc Adr F Adr (GSK) 0.0 $8.0k 152.00 52.42
Jazz Pharmaceuticals (JAZZ) 0.0 $8.0k 33.00 240.97
Popular (BPOP) 0.0 $7.9k 48.00 164.19
Regal-beloit Corporation (RRX) 0.0 $7.9k 33.00 238.18
Ishares Msci Eafe Etf (SCZ) 0.0 $7.8k 95.00 82.52
Shopify Inc cl a (SHOP) 0.0 $7.8k 68.00 114.18
Hyatt Hotels Corporation (H) 0.0 $7.8k 40.00 193.85
Icici Bk Ltd F Adr (IBN) 0.0 $7.8k 267.00 29.03
Mettler-Toledo International (MTD) 0.0 $7.7k 6.00 1277.50
Tenaris S A F Adr (TS) 0.0 $7.7k 138.00 55.49
Cheniere Energy (LNG) 0.0 $7.6k 32.00 239.00
Aon (AON) 0.0 $7.6k 23.00 331.70
Us Foods Hldg Corp call (USFD) 0.0 $7.6k 74.00 102.26
Thermo Fisher Scientific (TMO) 0.0 $7.5k 15.00 501.33
Rockwell Automation (ROK) 0.0 $7.4k 15.00 495.07
Packaging Corporation of America (PKG) 0.0 $7.4k 31.00 238.29
Bunge (BG) 0.0 $7.4k 69.00 106.72
Granite Construction (GVA) 0.0 $7.3k 46.00 158.09
Carlisle Companies (CSL) 0.0 $7.3k 20.00 362.75
Regions Financial Corporation (RF) 0.0 $7.2k 240.00 30.20
Estee Lauder Companies (EL) 0.0 $7.2k 91.00 78.95
ON Semiconductor (ON) 0.0 $7.1k 75.00 94.55
AmerisourceBergen (COR) 0.0 $7.1k 25.00 283.00
F5 Networks (FFIV) 0.0 $7.1k 17.00 415.94
Intuit (INTU) 0.0 $7.0k 27.00 261.00
Ross Stores (ROST) 0.0 $7.0k 33.00 212.85
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $7.0k 14.00 496.71
Hldgs (UAL) 0.0 $6.9k 51.00 135.98
Nu Hldgs Ltd Ord Shs Cl A (NU) 0.0 $6.9k 519.00 13.36
Charles Schwab Corporation (SCHW) 0.0 $6.9k 75.00 92.27
Prudential Financial (PRU) 0.0 $6.9k 64.00 107.94
Hewlett Packard Enterprise (HPE) 0.0 $6.9k 153.00 45.11
British Amern Tob Plc F Adr (BTI) 0.0 $6.9k 111.00 61.76
Elanco Animal Health (ELAN) 0.0 $6.8k 276.00 24.61
Prologis (PLD) 0.0 $6.8k 50.00 135.48
General Dynamics Corporation (GD) 0.0 $6.7k 19.00 354.26
Assurant (AIZ) 0.0 $6.7k 25.00 268.52
PNC Financial Services (PNC) 0.0 $6.6k 27.00 246.22
Phillips 66 (PSX) 0.0 $6.6k 39.00 169.05
Vistra Energy (VST) 0.0 $6.5k 41.00 158.63
Nexpoint Residential Tr (NXRT) 0.0 $6.5k 233.00 27.86
3M Company (MMM) 0.0 $6.5k 40.00 161.90
Vanguard Energy Index Etf (VDE) 0.0 $6.5k 43.00 150.14
State Street Spdr S&p Etf (XBI) 0.0 $6.4k 40.00 159.47
Corteva (CTVA) 0.0 $6.4k 75.00 84.69
Uber Technologies (UBER) 0.0 $6.4k 88.00 72.16
Alnylam Pharmaceuticals (ALNY) 0.0 $6.3k 21.00 301.05
Lennox International (LII) 0.0 $6.3k 11.00 572.91
Norfolk Southern (NSC) 0.0 $6.3k 20.00 314.60
Apollo Global Mgmt (APO) 0.0 $6.3k 53.00 118.30
Raytheon Technologies Corp (RTX) 0.0 $6.3k 33.00 189.73
Fabrinet (FN) 0.0 $6.2k 11.00 562.09
Diamondback Energy (FANG) 0.0 $6.2k 35.00 175.77
Philip Morris International (PM) 0.0 $6.2k 34.00 180.91
Onto Innovation (ONTO) 0.0 $6.1k 16.00 378.44
Adobe Systems Incorporated (ADBE) 0.0 $5.9k 29.00 205.03
Five Below (FIVE) 0.0 $5.9k 33.00 179.79
Marriott International (MAR) 0.0 $5.9k 16.00 370.56
Carrier Global Corporation (CARR) 0.0 $5.8k 79.00 73.35
Cme (CME) 0.0 $5.7k 26.00 220.85
Nasdaq Omx (NDAQ) 0.0 $5.7k 72.00 78.82
Jones Lang LaSalle Incorporated (JLL) 0.0 $5.6k 18.00 309.94
International Paper Company (IP) 0.0 $5.5k 145.00 37.99
Janus Henderson Group Plc Ord 0.0 $5.5k 106.00 51.95
Green Dot Corporation (GDOT) 0.0 $5.5k 407.00 13.51
Ishares Msci Usa Quality Etf (QUAL) 0.0 $5.5k 25.00 219.44
Shell Plc F Adr (SHEL) 0.0 $5.4k 70.00 77.54
Qnity Electronics (Q) 0.0 $5.4k 33.00 163.30
Boston Scientific Corporation (BSX) 0.0 $5.4k 126.00 42.68
TransDigm Group Incorporated (TDG) 0.0 $5.3k 4.00 1332.00
WisdomTree Investments (WT) 0.0 $5.3k 314.00 16.94
Bristol Myers Squibb (BMY) 0.0 $5.3k 92.00 57.62
Ecolab (ECL) 0.0 $5.3k 19.00 278.63
Encompass Health Corp (EHC) 0.0 $5.3k 52.00 101.08
Truist Financial Corp equities (TFC) 0.0 $5.2k 105.00 49.82
Starbucks Corporation (SBUX) 0.0 $5.2k 51.00 102.20
Element Solutions (ESI) 0.0 $5.2k 109.00 47.75
Valmont Industries (VMI) 0.0 $5.2k 9.00 577.56
Avery Dennison Corporation (AVY) 0.0 $5.2k 32.00 162.34
Danaher Corporation (DHR) 0.0 $5.1k 27.00 190.48
Nordson Corporation (NDSN) 0.0 $5.1k 17.00 301.71
Pentair cs (PNR) 0.0 $5.1k 66.00 76.67
Antero Midstream Corp antero midstream (AM) 0.0 $5.1k 222.00 22.75
Cbre Group Inc Cl A (CBRE) 0.0 $5.0k 37.00 134.70
Archer Daniels Midland Company (ADM) 0.0 $5.0k 65.00 76.40
State Street Etf (XLC) 0.0 $5.0k 46.00 107.65
Live Nation Entertainment (LYV) 0.0 $4.9k 27.00 183.11
L3harris Technologies (LHX) 0.0 $4.9k 17.00 290.59
Shake Shack Inc cl a (SHAK) 0.0 $4.9k 88.00 56.02
Automatic Data Processing (ADP) 0.0 $4.9k 22.00 223.95
American Electric Power Company (AEP) 0.0 $4.9k 36.00 136.81
Sprouts Fmrs Mkt (SFM) 0.0 $4.8k 57.00 84.58
Intuitive Surgical (ISRG) 0.0 $4.8k 12.00 397.67
Liberty All-Star Equity Fund (USA) 0.0 $4.8k 819.00 5.81
Renaissance Re Holdings Ltd Cmn (RNR) 0.0 $4.8k 15.00 316.93
IDEXX Laboratories (IDXX) 0.0 $4.7k 9.00 526.44
Schwab U.s. Dividend Etf (SCHD) 0.0 $4.7k 149.00 31.71
Target Corporation (TGT) 0.0 $4.7k 36.00 130.61
Invesco (IVZ) 0.0 $4.7k 178.00 26.39
Paccar (PCAR) 0.0 $4.7k 39.00 120.13
Steris Plc Ord equities (STE) 0.0 $4.6k 22.00 210.59
Manhattan Associates (MANH) 0.0 $4.6k 33.00 139.24
State Street Corporation (STT) 0.0 $4.6k 27.00 169.59
Kroger (KR) 0.0 $4.6k 82.00 55.52
Dick's Sporting Goods (DKS) 0.0 $4.5k 20.00 226.80
CVS Caremark Corporation (CVS) 0.0 $4.4k 43.00 103.44
MKS Instruments (MKSI) 0.0 $4.4k 10.00 444.80
Lennar Corporation (LEN) 0.0 $4.4k 49.00 90.49
Hp (HPQ) 0.0 $4.4k 201.00 21.94
Vanguard Small-cap Etf (VBK) 0.0 $4.4k 12.00 365.67
Regeneron Pharmaceuticals (REGN) 0.0 $4.4k 7.00 623.57
PerkinElmer (RVTY) 0.0 $4.3k 39.00 111.26
West Pharmaceutical Services (WST) 0.0 $4.3k 12.00 359.00
Ishares Core Universal Etf (IUSB) 0.0 $4.3k 93.00 46.15
Phinia (PHIN) 0.0 $4.3k 52.00 82.37
Rollins (ROL) 0.0 $4.3k 102.00 41.74
Anthem (ELV) 0.0 $4.3k 11.00 386.73
Kinder Morgan (KMI) 0.0 $4.3k 133.00 31.97
Iqvia Holdings (IQV) 0.0 $4.3k 22.00 193.23
Keysight Technologies (KEYS) 0.0 $4.2k 12.00 350.08
American Financial (AFG) 0.0 $4.2k 30.00 139.93
O'reilly Automotive (ORLY) 0.0 $4.1k 45.00 92.09
Textron (TXT) 0.0 $4.1k 45.00 91.73
NCR Atleos Corp (NATL) 0.0 $4.1k 95.00 43.41
Trip Com Group Ltd F Adr (TCOM) 0.0 $4.0k 100.00 39.84
Comfort Systems USA (FIX) 0.0 $4.0k 2.00 1982.00
Jacobs Engineering Group (J) 0.0 $3.9k 31.00 126.00
Amplify Digital Payments Etf (IPAY) 0.0 $3.8k 83.00 46.30
Air Products & Chemicals (APD) 0.0 $3.8k 13.00 293.15
Yum! Brands (YUM) 0.0 $3.7k 23.00 159.87
Ametek (AME) 0.0 $3.6k 15.00 241.93
Assured Guaranty (AGO) 0.0 $3.6k 45.00 80.16
Illinois Tool Works (ITW) 0.0 $3.5k 13.00 270.46
Ishares Msci Intl Etf (IQLT) 0.0 $3.5k 70.00 49.56
MercadoLibre (MELI) 0.0 $3.4k 2.00 1697.50
Huntington Ingalls Inds (HII) 0.0 $3.4k 12.00 279.92
Metropcs Communications (TMUS) 0.0 $3.4k 20.00 167.75
Sempra Energy (SRE) 0.0 $3.3k 36.00 92.72
Ishares Msci Eafe Value Etf (EFV) 0.0 $3.2k 42.00 76.55
Akamai Technologies (AKAM) 0.0 $3.2k 27.00 118.22
salesforce (CRM) 0.0 $3.1k 20.00 156.65
American Water Works (AWK) 0.0 $3.0k 23.00 131.57
Entergy Corporation (ETR) 0.0 $3.0k 26.00 114.85
Dupont De Nemours (DD) 0.0 $3.0k 22.00 135.64
Ares Capital Corporation (ARCC) 0.0 $2.9k 155.00 18.53
Carnival Corp (CCL) 0.0 $2.9k 100.00 28.57
Axon Enterprise (AXON) 0.0 $2.8k 5.00 560.60
Honeywell International (HON) 0.0 $2.7k 12.00 223.92
Honeywell Aerospace (HONA) 0.0 $2.7k 12.00 221.08
Primerica (PRI) 0.0 $2.6k 9.00 284.22
Gartner (IT) 0.0 $2.2k 17.00 129.65
Square Inc cl a (XYZ) 0.0 $2.1k 28.00 76.00
Nokia Corp F Adr (NOK) 0.0 $1.9k 140.00 13.28
Performance Food (PFGC) 0.0 $1.8k 16.00 111.81
Rivian Automotive Inc Class A (RIVN) 0.0 $1.7k 100.00 17.35
Northern Dynasty Minerals Lt (NAK) 0.0 $1.7k 881.00 1.92
Coeur d'Alene Mines Corporation (CDE) 0.0 $1.6k 100.00 16.32
Kyndryl Holdings Ord Wi (KD) 0.0 $1.6k 141.00 11.31
Celsius Holdings (CELH) 0.0 $1.4k 48.00 29.27
Versant Media Group (VSNT) 0.0 $1.3k 35.00 36.00
Ishares Msci Eafe Growth Etf (EFG) 0.0 $1.2k 10.00 124.40
Nexpoint Credit Strategies Fund (NXDT) 0.0 $1.1k 217.00 5.19
Credo Technology Group Holding (CRDO) 0.0 $1.1k 4.00 272.00
Ishares U.s. Technology Etf (IYW) 0.0 $1.0k 4.00 252.25
Ishares 10-20 Year Etf (TLH) 0.0 $1.0k 10.00 100.40
Iris Energy (IREN) 0.0 $915.000000 20.00 45.75
Ingersoll Rand (IR) 0.0 $820.000000 10.00 82.00
Digital World Acquisition Co Class A (DJT) 0.0 $734.996000 95.00 7.74
Ishares Core Etf (IAGG) 0.0 $557.000400 11.00 50.64
Ge Healthcare Technologies I (GEHC) 0.0 $320.000000 5.00 64.00
Plug Power (PLUG) 0.0 $271.000000 100.00 2.71
Tilray Brands (TLRY) 0.0 $225.000000 50.00 4.50
Ford Motor Company (F) 0.0 $222.000000 16.00 13.88
Charter Communications Inc New Cl A cl a (CHTR) 0.0 $142.000000 1.00 142.00
Brighthouse Finl (BHF) 0.0 $127.000000 2.00 63.50
Roblox Corp (RBLX) 0.0 $109.000000 2.00 54.50
Lumen Technologies (LUMN) 0.0 $77.000000 10.00 7.70
Viatris (VTRS) 0.0 $64.000000 4.00 16.00
Celularity (CELU) 0.0 $10.999100 19.00 0.58