Valeo Financial Advisors

Valeo Financial Advisors as of June 30, 2025

Portfolio Holdings for Valeo Financial Advisors

Valeo Financial Advisors holds 751 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
Spdr S&p 500 Etf Etf (SPY) 14.4 $586M 1000k 586.03
Ishares S&p Smallcap 600 Etf Etf (IJR) 6.0 $246M 2.3M 108.30
Ishares Core S&p Mid Cap Etf Etf (IJH) 5.5 $225M 3.6M 61.94
Ishares Core Msci Emerging Mkts Etf (IEMG) 4.3 $175M 2.9M 60.03
Ishares S&p 500 Index Etf (IVV) 3.4 $139M 224k 620.90
Apple Stock (AAPL) 3.1 $126M 614k 205.17
Invesco S&p 500 Equal Weight Etf Etf (RSP) 2.9 $116M 719k 161.52
Eli Lilly & Co Stock (LLY) 2.7 $109M 139k 779.53
Microsoft Stock (MSFT) 2.6 $104M 210k 497.41
Jpmorgan Core Plus Bond Etf Etf (JCPB) 2.4 $98M 2.2M 43.47
Nvidia Corp Stock (NVDA) 2.3 $95M 604k 157.99
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 2.2 $91M 1.5M 59.81
Prologis Share Beneficial Int Reit (PLD) 2.2 $90M 855k 105.12
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 1.7 $68M 853k 79.50
Amazon.com Stock (AMZN) 1.6 $65M 296k 219.39
Fidelity Total Bond Etf Etf (FBND) 1.5 $63M 1.5M 42.02
Ishares Msci Eafe Etf Etf (EFA) 1.4 $58M 654k 89.39
Ishares Core Msci Eafe Etf (IEFA) 1.4 $57M 966k 58.96
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.4 $57M 116k 485.77
Vanguard S&p 500 Etf Etf (VOO) 1.3 $54M 96k 564.71
Jpmorgan Chase & Co Stock (JPM) 1.1 $44M 153k 289.91
Google Stock (GOOGL) 1.0 $41M 231k 176.23
Meta Platforms Inc Cl A Stock (META) 0.8 $34M 46k 738.08
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.8 $33M 665k 49.46
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.8 $31M 538k 57.01
Powershares Qqq Tr Etf (QQQ) 0.7 $30M 180k 163.86
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.6 $23M 130k 177.39
Ishares Russell 2000 Etf Etf (IWM) 0.5 $22M 103k 215.79
Visa Stock (V) 0.5 $22M 62k 355.05
Oracle Corporation Stock (ORCL) 0.5 $21M 95k 218.63
Tesla Motors Stock (TSLA) 0.5 $21M 65k 317.66
Broadcom Stock (AVGO) 0.5 $19M 66k 278.97
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 0.4 $17M 434k 37.96
Old Natl Bancorp Ind Stock (ONB) 0.4 $16M 750k 21.34
Procter And Gamble Stock (PG) 0.4 $15M 92k 159.32
Walmart Stock (WMT) 0.4 $15M 148k 97.91
Ishares Russell 1000 Growth Etf Etf (IWF) 0.3 $13M 32k 409.29
Mastercard Stock (MA) 0.3 $13M 23k 561.95
Exxon Mobil Corp Stock (XOM) 0.3 $12M 114k 107.80
Caterpillar Stock (CAT) 0.3 $12M 31k 388.20
Johnson & Johnson Stock (JNJ) 0.3 $12M 80k 152.75
Costco Wholesale Corp Stock (COST) 0.3 $12M 12k 989.95
Vanguard Total Stock Market Etf Etf (VTI) 0.3 $12M 38k 303.93
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.3 $11M 258k 42.60
Home Depot Stock (HD) 0.3 $11M 29k 366.64
Bank America Corp Stock (BAC) 0.3 $10M 219k 47.32
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.3 $10M 14.00 728800.00
Abbvie Stock (ABBV) 0.2 $9.9M 53k 185.62
Netflix Stock (NFLX) 0.2 $9.5M 7.1k 1339.21
Disney Walt Stock (DIS) 0.2 $9.4M 76k 124.01
Salesforce Stock (CRM) 0.2 $9.4M 34k 272.69
Rtx Corporation Stock (RTX) 0.2 $9.4M 64k 146.02
Schwab Us Large Cap Growth Etf Etf (SCHG) 0.2 $9.2M 327k 28.27
Vanguard Growth Etf Etf (VUG) 0.2 $9.1M 43k 210.19
Pepsico Stock (PEP) 0.2 $9.0M 68k 132.04
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $8.5M 76k 111.18
Mcdonalds Corp Stock (MCD) 0.2 $8.1M 28k 292.17
Merchants Bancorp Ind Stock (MBIN) 0.2 $7.9M 240k 33.07
Vanguard Large Cap Etf (VV) 0.2 $7.9M 28k 285.30
Ishares Tr Russell Midcap Index Etf (IWR) 0.2 $7.8M 84k 91.97
Philip Morris Intl Stock (PM) 0.2 $7.6M 42k 182.13
Vanguard Mid Cap Etf (VO) 0.2 $7.4M 66k 112.31
Palantir Technologies Inc Cl A Stock (PLTR) 0.2 $7.3M 53k 136.32
Coca Cola Stock (KO) 0.2 $7.1M 101k 70.75
Lockheed Martin Corp Stock (LMT) 0.2 $7.1M 15k 463.13
Vanguard Total Bond Market Etf Etf (BND) 0.2 $7.1M 129k 55.07
Taiwan Semiconductor Manufacturing Adr (TSM) 0.2 $6.9M 31k 226.49
Chevron Corp Stock (CVX) 0.2 $6.9M 48k 143.19
Technology Select Sector Spdr Etf (XLK) 0.2 $6.8M 27k 253.23
Goldman Sachs Group Stock (GS) 0.2 $6.7M 9.5k 707.73
Vanguard Value Etf Etf (VTV) 0.2 $6.6M 44k 150.93
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.2 $6.5M 48k 135.30
Amgen Stock (AMGN) 0.2 $6.5M 23k 279.21
Unitedhealth Group Stock (UNH) 0.2 $6.3M 20k 311.97
Cisco Sys Stock (CSCO) 0.2 $6.2M 90k 69.38
Palo Alto Networks Stock (PANW) 0.1 $6.0M 29k 205.21
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.1 $5.9M 94k 63.14
Vanguard Total World Stock Etf Etf (VT) 0.1 $5.8M 45k 128.52
American Express Stock (AXP) 0.1 $5.7M 18k 318.98
Citigroup Stock (C) 0.1 $5.6M 66k 85.12
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $5.6M 117k 48.24
Boeing Stock (BA) 0.1 $5.6M 27k 209.53
Ge Aerospace Stock (GE) 0.1 $5.4M 21k 257.39
Ishares Aggregate Bond Etf Etf (AGG) 0.1 $5.4M 55k 99.20
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $5.3M 11k 509.31
Merck & Co Stock (MRK) 0.1 $5.3M 67k 79.16
Honeywell Intl Stock (HON) 0.1 $5.3M 23k 232.88
Deere & Co Stock (DE) 0.1 $5.1M 10k 508.47
Intl Business Machines Stock (IBM) 0.1 $5.1M 17k 294.78
Ishares Trust Russell 3000 Index Etf (IWV) 0.1 $5.1M 14k 351.00
At&t Stock (T) 0.1 $4.9M 170k 28.94
Verizon Communications Stock (VZ) 0.1 $4.8M 111k 43.27
Abbott Labs Stock (ABT) 0.1 $4.7M 35k 136.01
Ishares Tr Russell 1000 Index Etf Etf (IWB) 0.1 $4.7M 14k 339.57
Vanguard Small Cap Value Etf Etf (VBR) 0.1 $4.6M 31k 150.44
Uber Technologies Stock (UBER) 0.1 $4.6M 49k 93.30
Pfizer Stock (PFE) 0.1 $4.5M 187k 24.24
Schwab International Equity Etf Etf (SCHF) 0.1 $4.5M 204k 22.10
Ishares Amt-free Muni Bond Etf Etf (MUB) 0.1 $4.4M 42k 104.48
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $4.3M 62k 69.09
Financial Select Sector Spdr Etf (XLF) 0.1 $4.2M 89k 47.43
Wells Fargo Stock (WFC) 0.1 $4.2M 52k 80.12
Eaton Corp Stock (ETN) 0.1 $4.0M 11k 357.00
Cummins Stock (CMI) 0.1 $4.0M 12k 327.49
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $3.9M 81k 49.03
Ishares Bitcoin Trust Etf Etf (IBIT) 0.1 $3.9M 65k 61.21
Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET) 0.1 $3.9M 213k 18.13
Spdr Gold Etf Etf (GLD) 0.1 $3.9M 13k 304.83
Vanguard Small Cap Etf Etf (VB) 0.1 $3.8M 16k 236.98
Stryker Corp Stock (SYK) 0.1 $3.8M 9.6k 395.61
Ge Vernova Stock (GEV) 0.1 $3.8M 7.1k 529.16
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $3.8M 34k 110.10
Blackrock Stock (BLK) 0.1 $3.7M 3.5k 1049.29
Vanguard Small-cap Growth Etf Etf (VBK) 0.1 $3.6M 13k 276.95
Charles Schwab Corp Stock (SCHW) 0.1 $3.5M 39k 91.24
Ishares S&p 500 Value Etf Etf (IVE) 0.1 $3.5M 18k 195.42
Union Pac Corp Stock (UNP) 0.1 $3.4M 15k 230.07
Fedex Corp Stock (FDX) 0.1 $3.4M 15k 227.31
Eldridge Bbb-b Clo Etf Etf (CLOZ) 0.1 $3.3M 124k 26.74
Qualcomm Stock (QCOM) 0.1 $3.3M 21k 159.26
First Mid Ill Bancshares Stock (FMBH) 0.1 $3.2M 86k 37.49
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.1 $3.2M 34k 93.99
Ishares Dj Select Dividend Etf (DVY) 0.1 $3.2M 24k 132.81
Ishares Tr High Divid Equity Etf (HDV) 0.1 $3.2M 27k 117.17
Starbucks Corp Stock (SBUX) 0.1 $3.1M 34k 91.63
Vanguard Information Technology Etf (VGT) 0.1 $3.1M 4.6k 663.28
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.1 $3.0M 32k 95.32
Waste Management Stock (WM) 0.1 $3.0M 13k 228.83
Advanced Micro Devices Stock (AMD) 0.1 $3.0M 21k 141.90
Enterprise Prods Partners Stock (EPD) 0.1 $3.0M 97k 31.01
Snowflake Stock (SNOW) 0.1 $3.0M 13k 223.78
Tjx Cos Stock (TJX) 0.1 $2.9M 23k 123.49
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $2.9M 43k 67.44
Consumer Discretionary Sel Sector Spdr Etf (XLY) 0.1 $2.8M 13k 217.33
United Parcel Service Stock (UPS) 0.1 $2.8M 28k 100.94
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX) 0.1 $2.8M 114k 24.44
Nextera Energy Stock (NEE) 0.1 $2.7M 38k 69.42
Vanguard Short-term Treasury Etf Etf (VGSH) 0.1 $2.6M 45k 58.78
Morgan Stanley Stock (MS) 0.1 $2.6M 19k 140.86
Cintas Corp Stock (CTAS) 0.1 $2.6M 12k 222.88
Accenture Plc Class A Stock (ACN) 0.1 $2.6M 8.7k 298.89
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $2.6M 98k 26.50
Servicenow Stock (NOW) 0.1 $2.6M 2.5k 1027.97
Altria Group Stock (MO) 0.1 $2.6M 44k 58.63
Danaher Corp Stock (DHR) 0.1 $2.6M 13k 197.54
Automatic Data Processing Stock (ADP) 0.1 $2.5M 8.1k 308.40
S&p Global Stock (SPGI) 0.1 $2.5M 4.7k 527.30
Conocophillips Stock (COP) 0.1 $2.5M 28k 89.74
Intuitive Surgical Stock (ISRG) 0.1 $2.5M 4.6k 543.38
Hershey Stock (HSY) 0.1 $2.4M 15k 165.95
Boston Scientific Corp Stock (BSX) 0.1 $2.4M 23k 107.41
Lowes Cos Stock (LOW) 0.1 $2.4M 11k 221.87
American Tower Corp Reit (AMT) 0.1 $2.4M 11k 221.01
Ares Management Corporation Cl A Com Stk Stock (ARES) 0.1 $2.3M 13k 173.20
General Dynamics Corp Stock (GD) 0.1 $2.3M 7.9k 291.65
Intel Corp Stock (INTC) 0.1 $2.3M 102k 22.40
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.1 $2.2M 19k 115.35
Equinix Reit (EQIX) 0.1 $2.2M 2.7k 795.51
Strategy Inc Cl A Stock (MSTR) 0.1 $2.2M 5.4k 404.21
Linde Stock (LIN) 0.1 $2.2M 4.6k 469.13
Schwab Fundamental U.s. Large Company Etf Etf (FNDX) 0.1 $2.1M 86k 24.54
Asml Holding N V N Y Registry Adr (ASML) 0.1 $2.1M 2.6k 801.49
Duke Energy Corp Stock (DUK) 0.1 $2.1M 18k 118.00
Ishares Tr S&p 1500 Index Etf (ITOT) 0.1 $2.1M 15k 135.04
Intuit Stock (INTU) 0.1 $2.1M 2.6k 787.72
Texas Instrs Stock (TXN) 0.1 $2.1M 10k 207.62
Ishares Russell Midcap Growth Etf Etf (IWP) 0.1 $2.1M 15k 138.68
Vertex Pharmaceuticals In Stock (VRTX) 0.0 $2.0M 4.6k 445.23
Constellation Brands Inc Cl A Stock (STZ) 0.0 $2.0M 12k 162.69
Gitlab Inc Class A Stock (GTLB) 0.0 $2.0M 44k 45.11
Blackstone Group Stock (BX) 0.0 $2.0M 13k 149.58
T-mobile Us Stock (TMUS) 0.0 $2.0M 8.3k 238.27
Crown Castle Intl Corp Reit (CCI) 0.0 $2.0M 19k 102.73
Nike Inc Class B Stock (NKE) 0.0 $2.0M 28k 71.04
Industrial Select Sector Spdr Etf (XLI) 0.0 $2.0M 13k 147.52
Proshares Ultra S&p 500 Etf (SSO) 0.0 $2.0M 20k 97.72
Norfolk Southern Crp Stock (NSC) 0.0 $1.9M 7.6k 255.98
Chubb Stock (CB) 0.0 $1.9M 6.7k 289.71
Capital One Financial Corp Stock (COF) 0.0 $1.9M 9.0k 212.76
Aflac Stock (AFL) 0.0 $1.9M 18k 105.46
Energy Select Sector Spdr Etf (XLE) 0.0 $1.9M 22k 84.81
Northrop Grumman Corp Stock (NOC) 0.0 $1.9M 3.8k 499.96
Booking Holdings Stock (BKNG) 0.0 $1.9M 328.00 5785.23
O Reilly Automotive Stock (ORLY) 0.0 $1.9M 20k 92.34
Target Corp Stock (TGT) 0.0 $1.9M 19k 98.65
Intercontinental Exch Intl Stock (ICE) 0.0 $1.9M 10k 183.47
Cvs Health Corp Stock (CVS) 0.0 $1.8M 27k 68.98
Southern Stock (SO) 0.0 $1.8M 20k 91.83
Illinois Tool Wks Stock (ITW) 0.0 $1.8M 7.4k 247.27
Medtronic Stock (MDT) 0.0 $1.8M 21k 87.07
Phillips 66 Stock (PSX) 0.0 $1.8M 15k 119.30
Constellation Energy Corp Stock (CEG) 0.0 $1.8M 5.6k 322.77
Ishares Credit Bond Etf Etf (USIG) 0.0 $1.8M 35k 51.44
Kimberly-clark Corp Stock (KMB) 0.0 $1.8M 14k 128.92
Novo-nordisk A/s Adr Adr Cmn Adr (NVO) 0.0 $1.7M 25k 69.02
Schwab Emerging Market Eq Etf Etf (SCHE) 0.0 $1.7M 56k 30.14
Vanguard Reit Index Etf Etf (VNQ) 0.0 $1.7M 19k 89.06
Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $1.7M 4.7k 350.52
Yum! Brands Stock (YUM) 0.0 $1.6M 11k 148.18
Paypal Hldgs Stock (PYPL) 0.0 $1.6M 22k 74.32
Invesco Short Term Treasury Etf Etf (TBLL) 0.0 $1.6M 16k 105.54
Applied Matls Stock (AMAT) 0.0 $1.6M 8.8k 183.08
Emerson Elec Stock (EMR) 0.0 $1.6M 12k 133.33
Lam Research Corp Stock (LRCX) 0.0 $1.6M 16k 98.74
Steel Dynamics Stock (STLD) 0.0 $1.6M 12k 128.01
Vistra Corp Stock (VST) 0.0 $1.5M 8.0k 193.82
Royal Dutch Shell Plc- Adr (SHEL) 0.0 $1.5M 22k 70.41
Hillenbrand Incorporated Stock (HI) 0.0 $1.5M 76k 20.07
Schwab Us Mid-cap Etf Etf (SCHM) 0.0 $1.5M 54k 28.05
Vanguard Communication Services Etf Etf (VOX) 0.0 $1.5M 8.8k 171.03
Gilead Sciences Stock (GILD) 0.0 $1.5M 13k 110.87
Adobe Sys Stock (ADBE) 0.0 $1.5M 3.8k 386.90
Bristol-myers Squibb Stock (BMY) 0.0 $1.5M 32k 46.29
Marathon Pete Corp Stock (MPC) 0.0 $1.4M 8.7k 166.11
3M Stock (MMM) 0.0 $1.4M 9.4k 152.24
Ishares Msci Eafe Growth Index Etf Etf (EFG) 0.0 $1.4M 13k 112.00
Cigna Corp Stock (CI) 0.0 $1.4M 4.3k 330.55
Vanguard Intermediate-term Tax-exempt Bond Etf Etf (VTEI) 0.0 $1.4M 14k 98.56
Elevance Health Stock (ELV) 0.0 $1.4M 3.6k 389.00
Comcast Corp New Cl A Stock (CMCSA) 0.0 $1.4M 39k 35.69
Vanguard S&p Small-cap 600 Etf Etf (VIOO) 0.0 $1.4M 14k 101.23
Vanguard High Dividend Yield Etf (VYM) 0.0 $1.4M 10k 133.31
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) 0.0 $1.4M 17k 82.14
Travelers Companies Stock (TRV) 0.0 $1.4M 5.1k 267.55
Terre Haute First Financial Stock (THFF) 0.0 $1.4M 25k 54.19
Schwab Etfs- Us Small-cap Etf Etf (SCHA) 0.0 $1.4M 64k 21.33
Simon Property Group Reit (SPG) 0.0 $1.4M 8.4k 160.77
Ishares Russell 2000 Growth Index Etf (IWO) 0.0 $1.4M 4.7k 285.85
German American Bancorp Stock (GABC) 0.0 $1.3M 35k 38.51
Ishares Tr Msci Acwiindex Etf (ACWI) 0.0 $1.3M 10k 128.59
General Mls Stock (GIS) 0.0 $1.3M 26k 51.81
Ishares Gold Trust Etf Etf (IAU) 0.0 $1.3M 21k 62.36
Vanguard S&p Mid-cap 400 Etf Etf (IVOO) 0.0 $1.3M 13k 104.98
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $1.3M 6.5k 204.66
Micron Technology Stock (MU) 0.0 $1.3M 11k 123.25
Take-two Interactive Software Stock (TTWO) 0.0 $1.3M 5.4k 242.85
Chipotle Mexican Grill Stock (CMG) 0.0 $1.3M 23k 56.15
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.0 $1.3M 35k 37.51
Talkspace Stock (TALK) 0.0 $1.3M 469k 2.78
Marriott Intl Stock (MAR) 0.0 $1.3M 4.8k 273.21
Entergy Corp Stock (ETR) 0.0 $1.3M 16k 83.12
American Elec Pwr Stock (AEP) 0.0 $1.3M 12k 103.76
Eldridge Aaa Clo Etf Etf (CLOX) 0.0 $1.3M 50k 25.60
Parker-hannifin Corp Stock (PH) 0.0 $1.3M 1.8k 698.30
Dominion Resources Stock (D) 0.0 $1.3M 23k 56.52
Laboratory Corp Of America Stock (LH) 0.0 $1.3M 4.8k 262.53
Marsh & Mclennan Cos Stock (MMC) 0.0 $1.3M 5.8k 218.63
Ford Motor Company Stock (F) 0.0 $1.3M 116k 10.85
Fortinet Stock (FTNT) 0.0 $1.3M 12k 105.72
Schwab Us Large Cap Value Etf Etf (SCHV) 0.0 $1.2M 45k 27.67
Us Bancorp Del Stock (USB) 0.0 $1.2M 27k 45.25
Astrazeneca Plc- Spons Adr (AZN) 0.0 $1.2M 18k 69.88
Chicago Mercantile Hldgs Stock (CME) 0.0 $1.2M 4.4k 275.61
Dell Technologies Inc Cl C Stock (DELL) 0.0 $1.2M 9.9k 122.60
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.0 $1.2M 29k 42.28
Dimensional International Value Etf Etf (DFIV) 0.0 $1.2M 28k 42.83
Analog Devices Stock (ADI) 0.0 $1.2M 5.1k 238.04
Royal Carribbean Cruises Stock (RCL) 0.0 $1.2M 3.8k 313.14
First Tr Exchange Traded Fd Dow Jones Internet Index Etf (FDN) 0.0 $1.2M 4.4k 269.33
Ishares Cohen & Steers Rlty Etf (ICF) 0.0 $1.2M 19k 61.16
Kinder Morgan Stock (KMI) 0.0 $1.2M 40k 29.40
Vanguard Energy Etf (VDE) 0.0 $1.2M 9.8k 119.13
Ecolab Stock (ECL) 0.0 $1.2M 4.3k 269.47
Spdr Dow Jones Industrial Etf Etf (DIA) 0.0 $1.2M 2.6k 440.57
Pnc Finl Svcs Group Stock (PNC) 0.0 $1.1M 6.1k 186.42
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) 0.0 $1.1M 24k 47.54
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.0 $1.1M 45k 25.17
Zimmer Hldgs Stock (ZBH) 0.0 $1.1M 12k 91.21
Mckesson Corp Stock (MCK) 0.0 $1.1M 1.5k 732.91
Csx Corp Stock (CSX) 0.0 $1.1M 35k 32.63
Progressive Corp Stock (PGR) 0.0 $1.1M 4.2k 266.86
Novartis Adr (NVS) 0.0 $1.1M 9.3k 121.01
American Intl Group Stock (AIG) 0.0 $1.1M 13k 85.59
Sherwin Williams Stock (SHW) 0.0 $1.1M 3.2k 343.33
Colgate Palmolive Stock (CL) 0.0 $1.1M 12k 90.90
Ameriprise Financial Stock (AMP) 0.0 $1.1M 2.1k 533.73
Ishares Semiconductor Etf Etf (SOXX) 0.0 $1.1M 4.6k 238.69
First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.0 $1.1M 18k 62.74
Kla-tencor Corp Stock (KLAC) 0.0 $1.1M 1.2k 895.54
Consumer Staples Select Sector Spdr Etf (XLP) 0.0 $1.1M 14k 80.97
Kkr & Co Stock (KKR) 0.0 $1.1M 8.1k 133.02
Lennar Corp Cl A Stock (LEN) 0.0 $1.1M 9.7k 110.61
Thermo Fisher Scientific Stock (TMO) 0.0 $1.1M 2.6k 405.49
Vanguard Ftse All-world Ex-us Etf (VEU) 0.0 $1.1M 16k 67.22
Ryder Sys Stock (R) 0.0 $1.1M 6.7k 159.00
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD) 0.0 $1.1M 25k 42.44
Cbiz Stock (CBZ) 0.0 $1.1M 15k 71.71
Fiserv Stock (FI) 0.0 $1.1M 6.1k 172.42
Air Prods & Chems Stock (APD) 0.0 $1.0M 3.7k 282.05
Sap Aktiengesellschaft Adr (SAP) 0.0 $1.0M 3.4k 304.09
British American Tobacco Adr (BTI) 0.0 $1.0M 22k 47.33
Kellanova Stock (K) 0.0 $1.0M 13k 79.53
Dimensional U.s. Equity Market Etf Etf (DFUS) 0.0 $1.0M 15k 67.02
Arista Networks Stock (ANET) 0.0 $1.0M 10k 102.31
Mercadolibre Stock (MELI) 0.0 $1.0M 390.00 2611.98
Abercrombie & Fitch Co Cl A Stock (ANF) 0.0 $1.0M 993k 1.02
Vanguard Consumer Discretionary Etf (VCR) 0.0 $1.0M 2.8k 362.32
Marvell Technology Group Stock (MRVL) 0.0 $1.0M 13k 77.40
Ishares Russell 2000 Value Etf (IWN) 0.0 $997k 6.3k 157.77
Prudential Finl Stock (PRU) 0.0 $980k 9.1k 107.45
First Eagle Overseas Equity Etf Etf (FEOE) 0.0 $978k 23k 42.07
Carrier Global Corporation Stock (CARR) 0.0 $977k 13k 73.19
Corteva Stock (CTVA) 0.0 $975k 13k 74.53
Lululemon Athletica Stock (LULU) 0.0 $975k 4.1k 237.60
Rockwell Automation Stock (ROK) 0.0 $970k 2.9k 332.17
Valero Energy Corp Stock (VLO) 0.0 $967k 7.2k 134.43
Microchip Technology Stock (MCHP) 0.0 $956k 14k 70.37
Dimensional U.s. Small Cap Etf Etf (DFAS) 0.0 $953k 15k 63.71
American Customer Satisfaction Etf Etf 0.0 $950k 15k 63.43
Super Micro Computer Stock (SMCI) 0.0 $947k 19k 49.01
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 0.0 $946k 13k 75.58
Truist Finl Corp Stock (TFC) 0.0 $944k 22k 42.99
Regeneron Pharmaceuticals Stock (REGN) 0.0 $944k 1.8k 525.13
Cincinnati Finl Corp Stock (CINF) 0.0 $944k 6.3k 148.92
Amphenol Corp Cl A Stock (APH) 0.0 $944k 9.5k 99.13
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Unilever Adr (UL) 0.0 $937k 15k 61.17
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Freeport Mcmoran Copper Stock (FCX) 0.0 $932k 22k 43.35
Moodys Corp Stock (MCO) 0.0 $929k 1.9k 501.46
Oneok Stock (OKE) 0.0 $923k 11k 81.63
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BP Adr (BP) 0.0 $917k 31k 29.93
Kimball Electronics Stock (KE) 0.0 $913k 48k 19.23
Dexcom Stock (DXCM) 0.0 $912k 11k 87.29
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Allstate Corp Stock (ALL) 0.0 $872k 4.3k 201.30
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Quanta Services Stock (PWR) 0.0 $846k 2.2k 378.16
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Zoetis Inc Com Cl A Stock (ZTS) 0.0 $835k 5.4k 155.95
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Axon Enterprise Stock (AXON) 0.0 $817k 987.00 827.94
Glaukos Corp Stock (GKOS) 0.0 $815k 7.9k 103.29
Nxg Nextgen Infrastr Incm Cef (NXG) 0.0 $808k 16k 50.29
Ge Healthcare Technologies Stock (GEHC) 0.0 $807k 11k 74.07
Communication Services Select Sector Spdr Fund Etf (XLC) 0.0 $800k 7.4k 108.53
Digital Realty Trust Reit (DLR) 0.0 $798k 4.6k 174.33
Schlumberger Ltd Com Stk Stock (SLB) 0.0 $792k 23k 33.80
Vanguard Utilities Etf (VPU) 0.0 $783k 4.4k 176.51
Delta Air Lines Inc Del Cmn Stock (DAL) 0.0 $782k 16k 49.18
Louisiana Pacific Stock (LPX) 0.0 $781k 9.1k 85.99
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Waste Connections Stock (WCN) 0.0 $757k 4.1k 186.72
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Sysco Corp Stock (SYY) 0.0 $722k 9.5k 75.74
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Bk Of America Corp 7.25 Cnv P Convertible Preferred (BAC.PL) 0.0 $716k 590.00 1213.00
Tcw Transform 500 Etf Etf (VOTE) 0.0 $710k 9.8k 72.74
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Cencora Stock (COR) 0.0 $703k 2.3k 299.90
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Sony Group Corp Adr (SONY) 0.0 $697k 27k 26.03
Cheniere Energy Stock (LNG) 0.0 $693k 2.8k 243.53
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Bank New York Mellon Corp Stock (BK) 0.0 $678k 7.4k 91.11
Welltower Reit (WELL) 0.0 $677k 4.4k 153.72
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Wisdomtree Tr India Earnings Etf (EPI) 0.0 $672k 50k 13.52
Kroger Stock (KR) 0.0 $668k 9.3k 71.73
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Eqt Corp Stock (EQT) 0.0 $655k 11k 58.32
Essex Ppty Tr Reit Reit (ESS) 0.0 $655k 2.3k 283.40
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Cadence Design System Stock (CDNS) 0.0 $651k 2.1k 308.21
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Mitsubishi Ufj Finl Group Inc Sponsored Adr (MUFG) 0.0 $640k 47k 13.72
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Ares Capital Corp Cef (ARCC) 0.0 $620k 28k 21.96
Republic Services Stock (RSG) 0.0 $618k 2.5k 246.56
Eog Resources Stock (EOG) 0.0 $612k 5.1k 119.62
Wahed Ftse Usa Shariah Etf Etf (HLAL) 0.0 $611k 11k 53.52
Advanced Drain Sys Inc Del Stock (WMS) 0.0 $610k 5.3k 114.86
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Calumet Spclty Prdcts Prtnrs Stock (CLMT) 0.0 $608k 39k 15.76
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Dimensional Emerging Core Equity Market Etf Etf (DFAE) 0.0 $602k 21k 28.95
S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY) 0.0 $601k 1.1k 566.24
Paccar Stock (PCAR) 0.0 $598k 6.3k 95.06
Charter Communications Inc New Cl A Stock (CHTR) 0.0 $595k 1.5k 408.81
Autodesk Stock (ADSK) 0.0 $591k 1.9k 309.57
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK) 0.0 $585k 23k 25.48
Datadog Inc Cl A Stock (DDOG) 0.0 $580k 4.3k 134.32
Howmet Aerospace Stock (HWM) 0.0 $579k 3.1k 186.11
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Fidelity Enhanced Large Cap Core Etf Etf (FELC) 0.0 $568k 17k 34.49
Vaneck Semiconductor Etf Etf (SMH) 0.0 $567k 2.0k 278.94
Paychex Stock (PAYX) 0.0 $566k 3.9k 145.46
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $564k 4.3k 132.36
Corning Stock (GLW) 0.0 $561k 11k 52.59
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Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.0 $552k 5.0k 109.64
Pimco Dynamic Income Cef (PDI) 0.0 $548k 29k 18.97
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Monolithic Pwr Sys Stock (MPWR) 0.0 $541k 739.00 731.70
Kraft Heinz Stock (KHC) 0.0 $540k 21k 25.82
Newmont Corp Stock (NEM) 0.0 $538k 9.2k 58.26
Morgan Stanley Emkt Dbt Cef (MSD) 0.0 $536k 69k 7.73
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Health Care Select Sector Spdr Etf (XLV) 0.0 $533k 4.0k 134.78
Ferrari N V Stock (RACE) 0.0 $532k 1.1k 490.17
Vanguard Short Term Bond Etf (BSV) 0.0 $532k 6.8k 78.70
Horizon Bancorp Stock (HBNC) 0.0 $529k 34k 15.38
Exp World Hldgs Stock (EXPI) 0.0 $523k 57k 9.10
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Diageo Adr (DEO) 0.0 $519k 5.2k 100.84
Heico Corp Stock (HEI) 0.0 $518k 1.6k 328.00
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Gallagher Arthur J &co Stock (AJG) 0.0 $513k 1.6k 320.06
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Paycom Software Stock (PAYC) 0.0 $507k 2.2k 231.40
GSK Adr (GSK) 0.0 $502k 13k 38.40
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Pimco Etf Tr 0-5 Yr High Yield Corp Bd Index Etf (HYS) 0.0 $501k 5.3k 95.01
D R Horton Stock (DHI) 0.0 $500k 3.9k 128.93
Alpha Architect 1-3 Month Box Etf Etf (BOXX) 0.0 $498k 4.4k 112.68
Blue Owl Capital Corporation Cef (OBDC) 0.0 $498k 35k 14.34
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Martin Marietta Matls Stock (MLM) 0.0 $484k 881.00 548.79
Realty Income Corp Reit (O) 0.0 $483k 8.4k 57.61
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Relx Adr (RELX) 0.0 $478k 8.8k 54.34
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Ball Corp Stock (BALL) 0.0 $477k 8.5k 56.09
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Netapp Stock (NTAP) 0.0 $471k 4.4k 106.55
Alibaba Group Hldg Adr (BABA) 0.0 $465k 4.1k 113.41
Transdigm Group Inc Com Delaware Stock (TDG) 0.0 $464k 305.00 1520.60
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Fleetcor Technologies Stock (CPAY) 0.0 $458k 1.4k 331.82
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Inspire Med Sys Stock (INSP) 0.0 $454k 3.5k 129.77
Bhp Group Adr (BHP) 0.0 $451k 9.4k 48.09
Monster Beverage Corp Stock (MNST) 0.0 $451k 7.2k 62.64
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Alphatec Hldgs Stock (ATEC) 0.0 $449k 41k 11.10
M & T Bk Corp Stock (MTB) 0.0 $448k 2.3k 193.97
Hilton Worldwide Hldgs Stock (HLT) 0.0 $448k 1.7k 266.32
Doordash Inc Cl A Stock (DASH) 0.0 $448k 1.8k 246.46
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Vericel Corp Stock (VCEL) 0.0 $438k 10k 42.55
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Williams Cos Stock (WMB) 0.0 $411k 6.5k 62.81
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Agilent Tech Stock (A) 0.0 $340k 2.9k 118.02
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Gartner Stock (IT) 0.0 $338k 836.00 404.08
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Align Technology Stock (ALGN) 0.0 $327k 1.7k 189.33
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Brookfield Asset Mgmt Inc Com Voting Stock (BN) 0.0 $308k 5.0k 61.85
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Veralto Corp Stock (VLTO) 0.0 $305k 3.0k 100.95
Garmin Stock (GRMN) 0.0 $305k 1.5k 208.72
Crispr Therapeutics Ag Namen Akt Stock (CRSP) 0.0 $304k 6.2k 48.64
Anheuser Busch Adr (BUD) 0.0 $304k 4.4k 68.71
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Verisk Analytics Inccl A Stock (VRSK) 0.0 $297k 952.00 311.40
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Banco Bilbao Vizcayaargentaria Sa Ads Each Repr 1 Ord Eur0.49 Adr (BBVA) 0.0 $294k 19k 15.37
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Powershares Ftse Rafi Us 1500 S/m Pt Etf (PRFZ) 0.0 $291k 7.1k 40.67
Targa Res Corp Stock (TRGP) 0.0 $290k 1.7k 174.03
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Raymond James Finl Stock (RJF) 0.0 $286k 1.9k 153.41
Vanguard European Etf (VGK) 0.0 $285k 3.7k 77.50
Suncor Energy Com Npv Isin Ca8672291066 Sedol 2861142exchanged For One Shar Stock (SU) 0.0 $284k 7.6k 37.45
Dover Corp Stock (DOV) 0.0 $284k 1.6k 183.18
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Vanguard Esg International Stock Etf Etf (VSGX) 0.0 $281k 4.3k 65.51
Health Care Ppty Invs Reit (DOC) 0.0 $281k 16k 17.51
Ishares Tr Dow Jones U S Finl Svcs Etf (IYG) 0.0 $280k 3.3k 85.60
Lyondellbasell Stock (LYB) 0.0 $280k 4.8k 57.86
Vanguard International Dividend Appreciation Etf Etf (VIGI) 0.0 $278k 3.1k 90.13
Deutsche Bank A G Namen Akt Stock (DB) 0.0 $278k 9.5k 29.28
Exelon Corp Stock (EXC) 0.0 $276k 6.4k 43.42
Yum China Hldgs Stock (YUMC) 0.0 $276k 6.2k 44.71
Global Payments Stock (GPN) 0.0 $276k 3.4k 80.04
Vanguard Consumer Staples Etf Etf (VDC) 0.0 $275k 1.3k 219.06
Canadian Pac Railway Stock (CP) 0.0 $272k 3.4k 79.27
Wells Fargo Co New Perp Pfd Cnv A Convertible Preferred (WFC.PL) 0.0 $270k 230.00 1174.13
Ishares Trs&p Short Term Natl Municipal Bd Etf (SUB) 0.0 $269k 2.5k 106.33
American Water Works Stock (AWK) 0.0 $269k 1.9k 139.11
Vertiv Holdings Co Com Cl A Stock (VRT) 0.0 $269k 2.1k 128.43
Ross Stores Stock (ROST) 0.0 $268k 2.1k 127.61
Idacorp Stock (IDA) 0.0 $268k 2.3k 115.45
Southern Peru Copper Corp Stock (SCCO) 0.0 $268k 2.6k 101.19
Qxo Stock (QXO) 0.0 $266k 12k 21.54
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) 0.0 $264k 4.0k 65.52
Ameren Corp Stock (AEE) 0.0 $260k 2.7k 96.04
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.0 $260k 2.6k 100.55
Honda Motor Ltd Adr Ech Cnv In 3 Adr (HMC) 0.0 $260k 9.0k 28.83
Firstenergy Corp Stock (FE) 0.0 $259k 6.4k 40.26
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW) 0.0 $258k 1.9k 136.52
Insulet Corporation Stock (PODD) 0.0 $258k 821.00 314.28
Abrdn Physical Palladium Shares Etf Etf (PALL) 0.0 $257k 2.6k 100.61
Spdr Index Shs Fds Dj Euro Stoxx 50 Etf Etf (FEZ) 0.0 $257k 4.3k 59.73
Lloyds Tsb Group Adr (LYG) 0.0 $256k 60k 4.25
Red Rock Resorts Inc Cl A Stock (RRR) 0.0 $255k 4.9k 52.03
Haleon Plc Spon Ads Adr (HLN) 0.0 $255k 25k 10.37
Alcon Ag Ord Stock (ALC) 0.0 $255k 2.9k 88.29
Ametek Stock (AME) 0.0 $255k 1.4k 180.94
Vanguard Core Tax-exempt Bond Etf Etf (VCRM) 0.0 $255k 3.5k 73.57
Milestone Pharmaceuticals Stock (MIST) 0.0 $254k 131k 1.94
Reddit Inc Cl A Stock (RDDT) 0.0 $253k 1.7k 150.59
Churchill Downs Stock (CHDN) 0.0 $252k 2.5k 101.00
Vanguard Intermediate-term Bond Etf (BIV) 0.0 $250k 3.2k 77.34
Evercore Inc Class A Stock (EVR) 0.0 $248k 920.00 270.02
Mizuho Financial Group Adr (MFG) 0.0 $247k 44k 5.56
Mgm Resorts International Stock (MGM) 0.0 $247k 7.2k 34.39
Synchrony Financial Stock (SYF) 0.0 $243k 3.6k 66.74
Prudential Corp Plc Adrf Adr (PUK) 0.0 $242k 9.7k 25.02
Ishares S&p Midcap 400 Value Etf Etf (IJJ) 0.0 $242k 2.0k 123.56
Masco Corp Stock (MAS) 0.0 $240k 3.7k 64.37
Definitive Healthcare Corp Class A Stock (DH) 0.0 $240k 61k 3.90
Bank Of Montreal Stock (BMO) 0.0 $239k 2.2k 110.63
Siriusxm Holdings Stock (SIRI) 0.0 $239k 10k 22.97
Rio Tinto Adr (RIO) 0.0 $237k 4.1k 58.33
Estee Lauder Companies Stock (EL) 0.0 $236k 2.9k 80.80
Powershares Global Preferred Etf Etf (PGX) 0.0 $236k 21k 11.13
Hartford Finl Svcs Group Stock (HIG) 0.0 $235k 1.9k 126.86
Hess Corp Stock (HES) 0.0 $235k 1.7k 138.54
Mettler Toledo International Stock (MTD) 0.0 $234k 199.00 1174.72
Toronto Dominion Bank Stock (TD) 0.0 $233k 3.2k 73.45
National Grid Transco Adr (NGG) 0.0 $233k 3.1k 74.41
Coterra Energy Stock (CTRA) 0.0 $233k 9.2k 25.38
Vanguard Russell 2000 Growth Etf Etf (VTWG) 0.0 $232k 1.1k 208.47
Crh Plc Ord Stock (CRH) 0.0 $232k 2.5k 91.80
Oscar Health Inc Cl A Stock (OSCR) 0.0 $232k 11k 21.44
Resmed Stock (RMD) 0.0 $232k 899.00 258.00
Applovin Corp Com Cl A Stock (APP) 0.0 $232k 662.00 350.07
Expedia Inc Del Stock (EXPE) 0.0 $231k 1.4k 168.68
Global X Defense Tech Etf Etf (SHLD) 0.0 $231k 3.8k 60.25
Summit Midstream Corporation Stock (SMC) 0.0 $231k 9.4k 24.53
Ingersoll Rand Stock (IR) 0.0 $231k 2.8k 83.18
First Trust Enhanced Short Maturity Etf Etf (FTSM) 0.0 $231k 3.9k 59.87
Vanguard Total International Bond Etf Etf (BNDX) 0.0 $229k 4.6k 49.48
Polo Ralph Lauren Cl A Class A Stock (RL) 0.0 $228k 832.00 274.28
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $227k 2.4k 93.87
Snap On Stock (SNA) 0.0 $227k 729.00 311.19
Biogen Idec Stock (BIIB) 0.0 $225k 1.8k 125.59
Idexx Labs Stock (IDXX) 0.0 $225k 420.00 536.34
Redfin Corp Stock (RDFN) 0.0 $224k 20k 11.19
Block H & R Stock (HRB) 0.0 $222k 4.0k 54.88
Live Nation Stock (LYV) 0.0 $220k 1.5k 151.28
Veeva Sys Inc Cl A Stock (VEEV) 0.0 $220k 763.00 287.98
Brown Forman Corp Cl B Stock (BF.B) 0.0 $219k 8.2k 26.91
Kinsale Cap Group Stock (KNSL) 0.0 $219k 453.00 483.90
Mid-amer Apt Cmntys Reit (MAA) 0.0 $219k 1.5k 148.01
Baxter Intl Stock (BAX) 0.0 $219k 7.2k 30.28
Costar Group Stock (CSGP) 0.0 $218k 2.7k 80.40
Revvity Stock (RVTY) 0.0 $218k 2.3k 96.72
Generac Hldgs Stock (GNRC) 0.0 $217k 1.5k 143.21
Sba Communications Cp Reit (SBAC) 0.0 $217k 925.00 234.95
Zscaler Stock (ZS) 0.0 $217k 691.00 313.94
Dte Energy Stock (DTE) 0.0 $217k 1.6k 132.46
Ishares Tr S&p 100 Index Fund Etf (OEF) 0.0 $217k 712.00 304.35
New Residential Investment Corp Reit (RITM) 0.0 $215k 19k 11.29
Iron Mountain Reit (IRM) 0.0 $214k 2.1k 102.57
Global X Fds Global X Social Media Index Etf Etf (SOCL) 0.0 $213k 4.0k 53.43
Fortive Corp Stock (FTV) 0.0 $213k 4.1k 52.13
Ansys Stock (ANSS) 0.0 $212k 604.00 351.03
Ishares Msci Europe Financials Etf Etf (EUFN) 0.0 $211k 6.7k 31.63
Pinnacle West Cap Corp Stock (PNW) 0.0 $211k 2.4k 89.47
Royal Bank Of Canada Stock (RY) 0.0 $211k 1.6k 131.55
Bio-techne Corp Stock (TECH) 0.0 $210k 4.1k 51.45
Ishares Cybersecurity & Tech Etf Etf (IHAK) 0.0 $209k 3.9k 53.20
Toast Inc Cl A Stock (TOST) 0.0 $209k 4.7k 44.29
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.0 $208k 2.4k 86.87
Lennox Intl Stock (LII) 0.0 $208k 363.00 573.24
Fidelity Enhanced Large Cap Value Etf Etf (FELV) 0.0 $207k 6.5k 31.77
Zim Integrated Shipping Serv Stock (ZIM) 0.0 $207k 13k 16.09
Agnico Eagle Mines Stock (AEM) 0.0 $205k 1.7k 118.93
Huntington Ingalls Inds Stock (HII) 0.0 $205k 847.00 241.44
Vulcan Matls Stock (VMC) 0.0 $205k 784.00 260.80
Ishares Dow Jones Us Home Const Etf (ITB) 0.0 $204k 2.2k 93.17
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.0 $203k 2.6k 77.30
Service Corp Intl Stock (SCI) 0.0 $203k 2.5k 81.39
Keurig Dr Pepper Stock (KDP) 0.0 $202k 6.1k 33.05
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE) 0.0 $202k 1.2k 164.46
Principal Financial Group Stock (PFG) 0.0 $201k 2.5k 79.43
Ishares Msci Japan Etf Etf (EWJ) 0.0 $201k 2.7k 74.96
Docusign Stock (DOCU) 0.0 $200k 2.6k 77.90
Riot Platforms Stock (RIOT) 0.0 $200k 18k 11.30
Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY) 0.0 $200k 27k 7.52
Ark Innovation Etf Etf (ARKK) 0.0 $194k 38k 5.17
Annaly Capital Management Reit (NLY) 0.0 $189k 10k 18.91
Kayne Anderson Bdc Cef (KBDC) 0.0 $185k 12k 15.26
Takeda Pharma Co Adr Xxx Mandatory Exchange Adr (TAK) 0.0 $182k 12k 15.46
Leggett & Platt Stock (LEG) 0.0 $175k 20k 8.92
Royal Bank Of Scotland Adr (NWG) 0.0 $172k 12k 14.15
Gabelli Equity Trust Cef (GAB) 0.0 $171k 29k 5.82
Gladstone Commercial Corp Reit (GOOD) 0.0 $170k 12k 14.33
Vodafone Group New Adr F Adr (VOD) 0.0 $167k 16k 10.66
Viatris Stock (VTRS) 0.0 $160k 18k 8.93
Park Hotels & Resorts Reit (PK) 0.0 $143k 14k 10.23
Nokia Corp Adr (NOK) 0.0 $129k 25k 5.18
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.0 $127k 127k 1.00
Planet Labs Pbc Com Cl A Stock (PL) 0.0 $126k 21k 6.10
Ccc Intelligent Solutions Hld Stock (CCCS) 0.0 $126k 13k 9.41
Magnera Corp Stock (MAGN) 0.0 $121k 10k 12.08
Van Kampen Senior Income Trust Cef (VVR) 0.0 $110k 29k 3.80
Fs Credit Opportunities Corp Cef (FSCO) 0.0 $109k 15k 7.26
Opendoor Technologies Stock (OPEN) 0.0 $98k 184k 0.53
Nomura Hldgs Adr (NMR) 0.0 $90k 14k 6.58
Liberty All Star Equity Fd Sh Ben Int Cef (USA) 0.0 $89k 13k 6.81
United Microelectronics Corp Adr (UMC) 0.0 $82k 11k 7.65
Rlj Lodging Tr Reit (RLJ) 0.0 $76k 11k 7.28
Microvision Inc Del Stock (MVIS) 0.0 $70k 61k 1.14
Knot Offshore Partners Lp Com Units Stock (KNOP) 0.0 $70k 11k 6.26
Amylyx Pharmaceuticals Stock (AMLX) 0.0 $64k 10k 6.41
Evotec Adr (EVO) 0.0 $43k 10k 4.20
Nio Inc Spon Ads Adr (NIO) 0.0 $40k 12k 3.43
Heron Therapeutics Stock (HRTX) 0.0 $38k 18k 2.07
Humacyte Stock (HUMA) 0.0 $32k 15k 2.09
Lucid Group Stock (LCID) 0.0 $25k 12k 2.11
Ring Energy Stock (REI) 0.0 $25k 31k 0.79
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.0 $18k 18k 1.00
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.0 $18k 13k 1.36
Energy Vault Holdings Stock (NRGV) 0.0 $16k 23k 0.72
Gevo Stock (GEVO) 0.0 $13k 10k 1.32
Spdr Series Trust S&p Oil Gas Expl & Prodtn Etf Etf (XOP) 0.0 $12k 12k 1.01
Tilray Brands Stock (TLRY) 0.0 $7.4k 18k 0.41