Vise Technologies

Vise Technologies as of Sept. 30, 2024

Portfolio Holdings for Vise Technologies

Vise Technologies holds 588 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 2.6 $21M 48k 430.30
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.6 $20M 242k 83.75
Apple (AAPL) 2.5 $20M 84k 233.00
NVIDIA Corporation (NVDA) 2.5 $20M 161k 121.44
Amazon (AMZN) 2.2 $17M 92k 186.33
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.1 $16M 326k 50.28
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.1 $16M 269k 60.42
Meta Platforms Cl A (META) 1.7 $14M 24k 572.44
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.7 $13M 342k 38.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $12M 253k 47.85
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.5 $12M 204k 59.02
Ishares Tr Mbs Etf (MBB) 1.5 $12M 122k 95.81
Alphabet Cap Stk Cl A (GOOGL) 1.4 $11M 67k 165.85
JPMorgan Chase & Co. (JPM) 1.4 $11M 51k 210.86
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.3 $10M 127k 79.42
Wal-Mart Stores (WMT) 1.1 $8.6M 106k 80.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $8.3M 18k 460.27
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $8.3M 158k 52.81
Schwab Strategic Tr Us Reit Etf (SCHH) 1.0 $8.1M 351k 23.17
Broadcom (AVGO) 0.9 $7.4M 43k 172.50
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.9 $7.2M 80k 89.36
Eli Lilly & Co. (LLY) 0.9 $6.7M 7.6k 885.94
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.8 $6.1M 90k 67.85
Tesla Motors (TSLA) 0.7 $5.7M 22k 261.63
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $5.6M 60k 93.58
Visa Com Cl A (V) 0.7 $5.6M 20k 274.95
Ishares Tr Core S&p500 Etf (IVV) 0.7 $5.3M 9.2k 576.82
Mastercard Incorporated Cl A (MA) 0.6 $5.0M 10k 493.80
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $5.0M 25k 198.06
Exxon Mobil Corporation (XOM) 0.6 $5.0M 43k 117.22
Johnson & Johnson (JNJ) 0.6 $5.0M 31k 162.06
Home Depot (HD) 0.6 $4.9M 12k 405.18
Ishares Tr Broad Usd High (USHY) 0.6 $4.8M 126k 37.65
Oracle Corporation (ORCL) 0.6 $4.8M 28k 170.40
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $4.7M 91k 51.12
Schwab Strategic Tr Us Tips Etf (SCHP) 0.6 $4.5M 84k 53.63
Adobe Systems Incorporated (ADBE) 0.6 $4.4M 8.5k 517.78
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.6 $4.4M 25k 173.67
salesforce (CRM) 0.5 $4.2M 15k 273.71
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.5 $4.2M 204k 20.44
Abbvie (ABBV) 0.5 $4.0M 20k 197.48
UnitedHealth (UNH) 0.5 $3.9M 6.6k 584.70
Accenture Plc Ireland Shs Class A (ACN) 0.5 $3.8M 11k 353.47
Pepsi (PEP) 0.5 $3.7M 22k 170.05
Vanguard Index Fds Value Etf (VTV) 0.5 $3.6M 21k 174.57
Caterpillar (CAT) 0.4 $3.5M 9.0k 391.13
Qualcomm (QCOM) 0.4 $3.5M 21k 170.05
Netflix (NFLX) 0.4 $3.5M 4.9k 709.27
Cisco Systems (CSCO) 0.4 $3.5M 65k 53.22
Ishares Tr National Mun Etf (MUB) 0.4 $3.4M 32k 108.63
Alphabet Cap Stk Cl C (GOOG) 0.4 $3.4M 20k 167.19
Merck & Co (MRK) 0.4 $3.2M 28k 113.56
International Business Machines (IBM) 0.4 $3.2M 15k 221.08
Servicenow (NOW) 0.4 $3.2M 3.6k 894.39
Wells Fargo & Company (WFC) 0.4 $3.1M 54k 56.49
Coca-Cola Company (KO) 0.4 $3.1M 43k 71.86
American Express Company (AXP) 0.4 $3.0M 11k 271.21
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.4 $3.0M 56k 53.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $3.0M 5.6k 527.63
Applied Materials (AMAT) 0.4 $3.0M 15k 202.05
Lowe's Companies (LOW) 0.4 $2.9M 11k 270.84
Uber Technologies (UBER) 0.4 $2.8M 37k 75.16
Vanguard Index Fds Growth Etf (VUG) 0.3 $2.7M 7.0k 383.94
Procter & Gamble Company (PG) 0.3 $2.7M 16k 173.20
Ishares Tr Rus 1000 Etf (IWB) 0.3 $2.7M 8.5k 314.39
Ishares Core Msci Emkt (IEMG) 0.3 $2.6M 46k 57.41
Sap Se Spon Adr (SAP) 0.3 $2.6M 12k 229.10
Costco Wholesale Corporation (COST) 0.3 $2.6M 2.9k 886.37
Verizon Communications (VZ) 0.3 $2.5M 56k 44.91
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.3 $2.5M 50k 50.60
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $2.5M 50k 48.98
Chevron Corporation (CVX) 0.3 $2.4M 17k 147.27
Advanced Micro Devices (AMD) 0.3 $2.4M 15k 164.08
Novo-nordisk A S Adr (NVO) 0.3 $2.3M 20k 119.07
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $2.3M 57k 41.12
Ishares Tr Core Intl Aggr (IAGG) 0.3 $2.3M 44k 51.82
Ge Aerospace Com New (GE) 0.3 $2.2M 12k 188.58
Morgan Stanley Com New (MS) 0.3 $2.2M 21k 104.24
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $2.2M 32k 67.70
TJX Companies (TJX) 0.3 $2.2M 19k 117.54
Philip Morris International (PM) 0.3 $2.2M 18k 121.40
Nextera Energy (NEE) 0.3 $2.2M 26k 84.53
Marsh & McLennan Companies (MMC) 0.3 $2.1M 9.4k 223.10
Bank of America Corporation (BAC) 0.3 $2.1M 53k 39.68
Intuit (INTU) 0.3 $2.0M 3.2k 621.00
Asml Holding N V N Y Registry Shs (ASML) 0.3 $2.0M 2.4k 833.30
Sherwin-Williams Company (SHW) 0.3 $2.0M 5.2k 381.66
Pfizer (PFE) 0.3 $2.0M 68k 28.94
Comcast Corp Cl A (CMCSA) 0.2 $2.0M 47k 41.77
Novartis Sponsored Adr (NVS) 0.2 $1.9M 17k 115.02
Metropcs Communications (TMUS) 0.2 $1.8M 8.9k 206.36
United Parcel Service CL B (UPS) 0.2 $1.8M 13k 136.34
GSK Sponsored Adr (GSK) 0.2 $1.8M 44k 40.88
United Rentals (URI) 0.2 $1.8M 2.2k 809.73
Abbott Laboratories (ABT) 0.2 $1.8M 16k 114.01
Toyota Motor Corp Ads (TM) 0.2 $1.8M 9.8k 178.57
Gilead Sciences (GILD) 0.2 $1.7M 21k 83.84
Bristol Myers Squibb (BMY) 0.2 $1.7M 33k 51.74
Astrazeneca Sponsored Adr (AZN) 0.2 $1.7M 22k 77.91
Relx Sponsored Adr (RELX) 0.2 $1.7M 35k 47.46
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.2 $1.7M 49k 33.71
Unilever Spon Adr New (UL) 0.2 $1.6M 25k 64.96
Shell Spon Ads (SHEL) 0.2 $1.6M 24k 65.95
Bhp Group Sponsored Ads (BHP) 0.2 $1.6M 26k 62.11
Builders FirstSource (BLDR) 0.2 $1.6M 8.2k 193.86
Booking Holdings (BKNG) 0.2 $1.5M 367.00 4212.12
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.5M 4.1k 375.38
At&t (T) 0.2 $1.5M 69k 22.00
Texas Instruments Incorporated (TXN) 0.2 $1.5M 7.3k 206.56
Turkcell Iletisim Hizmetleri Spon Adr New (TKC) 0.2 $1.5M 215k 6.88
Ford Motor Company (F) 0.2 $1.5M 140k 10.56
Autodesk (ADSK) 0.2 $1.5M 5.3k 275.48
3M Company (MMM) 0.2 $1.5M 11k 136.69
Ubs Group SHS (UBS) 0.2 $1.4M 47k 30.91
Sanofi Sponsored Adr (SNY) 0.2 $1.4M 25k 57.63
BP Sponsored Adr (BP) 0.2 $1.4M 45k 31.39
Duke Energy Corp Com New (DUK) 0.2 $1.4M 12k 115.30
Sony Group Corp Sponsored Adr (SONY) 0.2 $1.4M 14k 96.57
FedEx Corporation (FDX) 0.2 $1.4M 5.0k 273.70
Linde SHS (LIN) 0.2 $1.4M 2.8k 476.86
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $1.3M 29k 47.21
Amgen (AMGN) 0.2 $1.3M 4.2k 322.23
Lockheed Martin Corporation (LMT) 0.2 $1.3M 2.3k 584.55
Shopify Cl A (SHOP) 0.2 $1.3M 17k 80.14
CRH Ord (CRH) 0.2 $1.3M 14k 92.74
Manulife Finl Corp (MFC) 0.2 $1.3M 45k 29.55
Intuitive Surgical Com New (ISRG) 0.2 $1.3M 2.7k 491.27
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $1.3M 25k 52.66
McDonald's Corporation (MCD) 0.2 $1.3M 4.2k 304.55
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $1.3M 25k 51.50
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $1.3M 21k 61.57
Suncor Energy (SU) 0.2 $1.3M 34k 36.92
ConocoPhillips (COP) 0.2 $1.2M 12k 105.28
Schwab Strategic Tr Fundamental Intl (FNDC) 0.2 $1.2M 32k 38.15
Rbc Cad (RY) 0.2 $1.2M 9.8k 124.73
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.2 $1.2M 119k 10.18
Goldman Sachs (GS) 0.2 $1.2M 2.4k 495.18
Altria (MO) 0.1 $1.2M 23k 51.04
Nike CL B (NKE) 0.1 $1.2M 13k 88.40
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.1 $1.2M 33k 34.59
Union Pacific Corporation (UNP) 0.1 $1.1M 4.6k 246.48
Celestica (CLS) 0.1 $1.1M 22k 51.12
Colgate-Palmolive Company (CL) 0.1 $1.1M 11k 103.81
Citigroup Com New (C) 0.1 $1.1M 18k 62.60
Honda Motor Adr Ech Cnv In 3 (HMC) 0.1 $1.1M 35k 31.73
Anthem (ELV) 0.1 $1.1M 2.1k 520.01
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $1.1M 29k 37.37
Honeywell International (HON) 0.1 $1.1M 5.3k 206.71
Fiserv (FI) 0.1 $1.1M 6.1k 179.65
Medtronic SHS (MDT) 0.1 $1.1M 12k 90.03
Toronto Dominion Bk Ont Com New (TD) 0.1 $1.1M 17k 63.26
Thermo Fisher Scientific (TMO) 0.1 $1.1M 1.7k 618.57
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 0.1 $1.1M 52k 20.49
Deere & Company (DE) 0.1 $1.1M 2.5k 417.34
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $1.0M 22k 46.83
Automatic Data Processing (ADP) 0.1 $1.0M 3.7k 276.73
Ferguson Enterprises Common Stock New (FERG) 0.1 $1.0M 5.1k 198.57
Ferrari Nv Ord (RACE) 0.1 $1.0M 2.1k 470.11
Thomson Reuters Corp. (TRI) 0.1 $1.0M 5.9k 170.59
Raytheon Technologies Corp (RTX) 0.1 $995k 8.2k 121.16
Rio Tinto Sponsored Adr (RIO) 0.1 $991k 14k 71.17
Eaton Corp SHS (ETN) 0.1 $989k 3.0k 331.44
British Amern Tob Sponsored Adr (BTI) 0.1 $986k 27k 36.58
Totalenergies Se Sponsored Ads (TTE) 0.1 $982k 15k 64.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $974k 1.7k 573.66
Carrier Global Corporation (CARR) 0.1 $965k 12k 80.49
Piper Jaffray Companies (PIPR) 0.1 $937k 3.3k 283.81
Flex Ord (FLEX) 0.1 $937k 28k 33.43
Cibc Cad (CM) 0.1 $935k 15k 61.34
Ishares Tr Msci Intl Moment (IMTM) 0.1 $929k 23k 40.38
Pulte (PHM) 0.1 $923k 6.4k 143.53
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $918k 14k 66.37
S&p Global (SPGI) 0.1 $913k 1.8k 516.62
Bk Nova Cad (BNS) 0.1 $910k 17k 54.49
EOG Resources (EOG) 0.1 $905k 7.4k 122.93
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $905k 14k 66.29
Ecolab (ECL) 0.1 $903k 3.5k 255.34
HSBC HLDGS Spon Adr New (HSBC) 0.1 $901k 20k 45.19
Boston Scientific Corporation (BSX) 0.1 $899k 11k 83.80
On Assignment (ASGN) 0.1 $888k 9.5k 93.23
Spdr Gold Tr Gold Shs (GLD) 0.1 $886k 3.6k 243.06
Marathon Petroleum Corp (MPC) 0.1 $880k 5.4k 162.91
Danaher Corporation (DHR) 0.1 $879k 3.2k 278.02
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $876k 69k 12.63
Strategy Day Hagan Ned (SSUS) 0.1 $873k 21k 41.59
W.W. Grainger (GWW) 0.1 $873k 841.00 1038.33
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $863k 8.5k 101.28
Dell Technologies CL C (DELL) 0.1 $856k 7.2k 118.54
Cigna Corp (CI) 0.1 $837k 2.4k 346.45
Carvana Cl A (CVNA) 0.1 $828k 4.8k 174.11
Airbnb Com Cl A (ABNB) 0.1 $823k 6.5k 126.81
Bgc Group Cl A (BGC) 0.1 $809k 88k 9.18
Ishares Gold Tr Ishares New (IAU) 0.1 $807k 16k 49.70
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $806k 14k 59.51
Moody's Corporation (MCO) 0.1 $804k 1.7k 474.59
Dominion Resources (D) 0.1 $803k 14k 57.79
Walt Disney Company (DIS) 0.1 $789k 8.2k 96.19
Ameriprise Financial (AMP) 0.1 $789k 1.7k 469.81
Chubb (CB) 0.1 $780k 2.7k 288.39
Bank Of Montreal Cadcom (BMO) 0.1 $776k 8.6k 90.20
Ishares Tr Tips Bd Etf (TIP) 0.1 $764k 6.9k 110.47
Phillips 66 (PSX) 0.1 $759k 5.8k 131.44
Palantir Technologies Cl A (PLTR) 0.1 $750k 20k 37.20
Cadence Design Systems (CDNS) 0.1 $747k 2.8k 271.03
Micron Technology (MU) 0.1 $744k 7.2k 103.71
Hca Holdings (HCA) 0.1 $743k 1.8k 406.43
Oneok (OKE) 0.1 $741k 8.1k 91.13
Target Corporation (TGT) 0.1 $739k 4.7k 155.85
Freeport-mcmoran CL B (FCX) 0.1 $736k 15k 49.92
Avnet (AVT) 0.1 $734k 14k 54.31
Progressive Corporation (PGR) 0.1 $729k 2.9k 253.77
American Tower Reit (AMT) 0.1 $729k 3.1k 232.56
Amplify Etf Tr Blockchain Ldr (BLOK) 0.1 $726k 19k 37.52
Signet Jewelers SHS (SIG) 0.1 $720k 7.0k 103.14
Lennar Corp Cl A (LEN) 0.1 $707k 3.8k 187.48
Emerson Electric (EMR) 0.1 $705k 6.4k 109.37
Equinor Asa Sponsored Adr (EQNR) 0.1 $700k 28k 25.33
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.1 $698k 24k 29.06
Nordstrom 0.1 $698k 31k 22.49
Intercontinental Exchange (ICE) 0.1 $691k 4.3k 160.64
Kinder Morgan (KMI) 0.1 $690k 31k 22.09
Flowers Foods (FLO) 0.1 $688k 30k 23.07
Nucor Corporation (NUE) 0.1 $685k 4.6k 150.34
Icici Bank Adr (IBN) 0.1 $685k 23k 29.85
Sylvamo Corp Common Stock (SLVM) 0.1 $673k 7.8k 85.85
Southern Company (SO) 0.1 $672k 7.5k 90.18
Gartner (IT) 0.1 $668k 1.3k 506.76
Zoetis Cl A (ZTS) 0.1 $667k 3.4k 195.38
Synopsys (SNPS) 0.1 $665k 1.3k 506.39
Fortinet (FTNT) 0.1 $665k 8.6k 77.55
AFLAC Incorporated (AFL) 0.1 $663k 5.9k 111.80
Group 1 Automotive (GPI) 0.1 $663k 1.7k 383.05
Pennymac Financial Services (PFSI) 0.1 $661k 5.8k 113.97
Waste Management (WM) 0.1 $660k 3.2k 207.60
Cme (CME) 0.1 $657k 3.0k 220.65
Stryker Corporation (SYK) 0.1 $653k 1.8k 361.26
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.1 $649k 11k 60.08
Enbridge (ENB) 0.1 $646k 16k 40.61
Sprouts Fmrs Mkt (SFM) 0.1 $646k 5.8k 110.41
Bank of New York Mellon Corporation (BK) 0.1 $641k 8.9k 71.86
Canadian Natural Resources (CNQ) 0.1 $633k 19k 33.21
Brink's Company (BCO) 0.1 $632k 5.5k 115.64
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $631k 9.4k 67.27
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $628k 3.1k 202.78
Gms 0.1 $628k 6.9k 90.57
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $614k 6.3k 97.42
American Eagle Outfitters (AEO) 0.1 $606k 27k 22.39
Johnson Ctls Intl SHS (JCI) 0.1 $604k 7.8k 77.61
One Gas (OGS) 0.1 $599k 8.0k 74.42
CVS Caremark Corporation (CVS) 0.1 $596k 9.5k 62.88
Motorola Solutions Com New (MSI) 0.1 $596k 1.3k 449.63
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $596k 14k 41.28
Kt Corp Sponsored Adr (KT) 0.1 $596k 39k 15.38
National Grid Sponsored Adr Ne (NGG) 0.1 $592k 8.5k 69.67
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $585k 7.5k 78.56
Workday Cl A (WDAY) 0.1 $582k 2.4k 244.41
Manpower (MAN) 0.1 $580k 7.9k 73.52
Canadian Natl Ry (CNI) 0.1 $577k 4.9k 117.15
Belden (BDC) 0.1 $575k 4.9k 117.13
Travelers Companies (TRV) 0.1 $569k 2.4k 234.12
Ge Vernova (GEV) 0.1 $569k 2.2k 254.98
Williams Companies (WMB) 0.1 $564k 12k 45.65
Integer Hldgs (ITGR) 0.1 $564k 4.3k 130.00
Select Medical Holdings Corporation (SEM) 0.1 $561k 16k 34.87
Hartford Financial Services (HIG) 0.1 $559k 4.8k 117.61
PNC Financial Services (PNC) 0.1 $556k 3.0k 184.86
Stellantis SHS (STLA) 0.1 $554k 39k 14.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $550k 1.1k 487.94
Paypal Holdings (PYPL) 0.1 $549k 7.0k 78.03
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.1 $547k 30k 18.50
Federated Hermes CL B (FHI) 0.1 $546k 15k 36.77
Franklin Electric (FELE) 0.1 $545k 5.2k 104.82
Ross Stores (ROST) 0.1 $545k 3.6k 150.52
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $541k 1.2k 465.08
Imperial Oil Com New (IMO) 0.1 $538k 7.6k 70.45
Howmet Aerospace (HWM) 0.1 $536k 5.3k 100.25
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.1 $536k 18k 30.15
Newmont Mining Corporation (NEM) 0.1 $533k 10k 53.45
Palo Alto Networks (PANW) 0.1 $532k 1.6k 341.80
Barclays Adr (BCS) 0.1 $530k 44k 12.15
Iac Com New (IAC) 0.1 $529k 9.8k 53.82
Mondelez Intl Cl A (MDLZ) 0.1 $528k 7.2k 73.67
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $525k 2.9k 179.32
Jackson Financial Com Cl A (JXN) 0.1 $524k 5.7k 91.23
Rush Enterprises Cl A (RUSHA) 0.1 $523k 9.9k 52.83
Kla Corp Com New (KLAC) 0.1 $523k 675.00 774.31
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $522k 2.1k 243.47
Blackstone Group Inc Com Cl A (BX) 0.1 $521k 3.4k 153.13
CommVault Systems (CVLT) 0.1 $521k 3.4k 153.85
NVR (NVR) 0.1 $520k 53.00 9811.79
Merit Medical Systems (MMSI) 0.1 $520k 5.3k 98.83
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS) 0.1 $517k 5.6k 92.86
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.1 $516k 23k 22.53
Equinix (EQIX) 0.1 $516k 581.00 887.63
Haleon Spon Ads (HLN) 0.1 $515k 49k 10.58
Cnx Resources Corporation (CNX) 0.1 $511k 16k 32.57
Starbucks Corporation (SBUX) 0.1 $510k 5.2k 97.50
Dbx Etf Tr Xtrack Usd High (HYLB) 0.1 $504k 14k 36.92
Prudential Financial (PRU) 0.1 $500k 4.1k 121.11
Agnico (AEM) 0.1 $498k 6.2k 80.56
TransDigm Group Incorporated (TDG) 0.1 $497k 348.00 1427.13
Analog Devices (ADI) 0.1 $496k 2.2k 230.17
Diageo Spon Adr New (DEO) 0.1 $495k 3.5k 140.34
MetLife (MET) 0.1 $494k 6.0k 82.48
General Mills (GIS) 0.1 $492k 6.7k 73.85
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $492k 11k 45.51
Ringcentral Cl A (RNG) 0.1 $489k 16k 31.63
Regeneron Pharmaceuticals (REGN) 0.1 $487k 463.00 1051.24
Cintas Corporation (CTAS) 0.1 $486k 2.4k 205.88
Royal Caribbean Cruises (RCL) 0.1 $483k 2.7k 177.36
Omni (OMC) 0.1 $482k 4.7k 103.39
Takeda Pharmaceutical Sponsored Ads (TAK) 0.1 $478k 34k 14.22
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $477k 8.6k 55.29
Alkermes SHS (ALKS) 0.1 $477k 17k 27.99
General Dynamics Corporation (GD) 0.1 $477k 1.6k 302.12
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $476k 16k 30.28
Illinois Tool Works (ITW) 0.1 $474k 1.8k 262.07
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $465k 32k 14.41
Vistra Energy (VST) 0.1 $464k 3.9k 118.54
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $455k 8.6k 53.15
O'reilly Automotive (ORLY) 0.1 $453k 393.00 1151.60
ICU Medical, Incorporated (ICUI) 0.1 $451k 2.5k 182.22
PPG Industries (PPG) 0.1 $449k 3.4k 132.46
Coinbase Global Com Cl A (COIN) 0.1 $449k 2.5k 178.17
Intel Corporation (INTC) 0.1 $446k 19k 23.46
Euronet Worldwide (EEFT) 0.1 $445k 4.5k 99.23
Vertiv Holdings Com Cl A (VRT) 0.1 $444k 4.5k 99.49
Exelon Corporation (EXC) 0.1 $442k 11k 40.55
Republic Services (RSG) 0.1 $438k 2.2k 200.84
Equitable Holdings (EQH) 0.1 $437k 10k 42.03
Dow (DOW) 0.1 $436k 8.0k 54.63
Matson (MATX) 0.1 $435k 3.1k 142.62
Fastenal Company (FAST) 0.1 $435k 6.1k 71.42
AutoZone (AZO) 0.1 $432k 137.00 3150.04
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.1 $431k 10k 42.77
Crowdstrike Hldgs Cl A (CRWD) 0.1 $431k 1.5k 280.47
Inspire Med Sys (INSP) 0.1 $430k 2.0k 211.05
Vanguard Index Fds Small Cp Etf (VB) 0.1 $427k 1.8k 237.18
Old Dominion Freight Line (ODFL) 0.1 $427k 2.1k 198.64
Delta Air Lines Inc Del Com New (DAL) 0.1 $424k 8.4k 50.79
Kkr & Co (KKR) 0.1 $422k 3.2k 130.58
Enstar Group SHS (ESGR) 0.1 $422k 1.3k 321.59
Barrick Gold Corp (GOLD) 0.1 $421k 21k 19.89
Truist Financial Corp equities (TFC) 0.1 $421k 9.8k 42.77
ACI Worldwide (ACIW) 0.1 $420k 8.2k 50.90
Sea Sponsord Ads (SE) 0.1 $419k 4.4k 94.28
Parker-Hannifin Corporation (PH) 0.1 $418k 662.00 631.82
Virtu Finl Cl A (VIRT) 0.1 $417k 14k 30.46
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $416k 4.3k 95.75
Cummins (CMI) 0.1 $413k 1.3k 323.79
Portland Gen Elec Com New (POR) 0.1 $413k 8.6k 47.90
Boise Cascade (BCC) 0.1 $412k 2.9k 140.99
Valero Energy Corporation (VLO) 0.1 $411k 3.0k 135.02
Western Union Company (WU) 0.1 $409k 34k 11.93
Cgi Cl A Sub Vtg (GIB) 0.1 $409k 3.6k 114.96
Kimberly-Clark Corporation (KMB) 0.1 $407k 2.9k 142.29
Argenx Se Sponsored Adr (ARGX) 0.1 $406k 748.00 542.08
Nuveen Churchill Direct Lend Com Shs (NCDL) 0.1 $405k 23k 17.42
Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) 0.1 $404k 4.6k 88.72
Ptc Therapeutics I (PTCT) 0.1 $404k 11k 37.10
Boeing Company (BA) 0.1 $403k 2.7k 152.04
Crown Castle Intl (CCI) 0.1 $403k 3.4k 118.63
Coupang Cl A (CPNG) 0.1 $398k 16k 24.55
Capital One Financial (COF) 0.1 $398k 2.7k 149.74
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $393k 2.1k 189.80
Vipshop Hldgs Sponsored Ads A (VIPS) 0.0 $392k 25k 15.73
Kraft Heinz (KHC) 0.0 $391k 11k 35.11
Consolidated Edison (ED) 0.0 $389k 3.7k 104.14
eBay (EBAY) 0.0 $388k 6.0k 65.11
Insmed Com Par $.01 (INSM) 0.0 $387k 5.3k 73.00
Edison International (EIX) 0.0 $386k 4.4k 87.09
Fidelity National Information Services (FIS) 0.0 $385k 4.6k 83.75
D.R. Horton (DHI) 0.0 $385k 2.0k 190.78
Stmicroelectronics N V Ny Registry (STM) 0.0 $383k 13k 29.73
American Electric Power Company (AEP) 0.0 $382k 3.7k 102.61
Arista Networks 0.0 $382k 994.00 383.82
Kroger (KR) 0.0 $379k 6.6k 57.30
Us Bancorp Del Com New (USB) 0.0 $378k 8.3k 45.73
Chipotle Mexican Grill (CMG) 0.0 $376k 6.5k 57.62
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.0 $374k 13k 29.41
Lyft Cl A Com (LYFT) 0.0 $374k 29k 12.75
Targa Res Corp (TRGP) 0.0 $372k 2.5k 148.01
Kb Finl Group Sponsored Adr (KB) 0.0 $371k 6.0k 61.75
Trane Technologies SHS (TT) 0.0 $370k 951.00 388.67
Capri Holdings SHS (CPRI) 0.0 $369k 8.7k 42.44
Ametek (AME) 0.0 $367k 2.1k 171.71
Waste Connections (WCN) 0.0 $367k 2.1k 178.82
Myriad Genetics (MYGN) 0.0 $366k 13k 27.39
Schlumberger Com Stk (SLB) 0.0 $366k 8.7k 41.95
Occidental Petroleum Corporation (OXY) 0.0 $363k 7.1k 51.54
Emcor (EME) 0.0 $361k 839.00 430.54
Realty Income (O) 0.0 $360k 5.7k 63.42
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.0 $358k 54k 6.65
Xcel Energy (XEL) 0.0 $355k 5.4k 65.30
Block Cl A (XYZ) 0.0 $355k 5.3k 67.13
Welltower Inc Com reit (WELL) 0.0 $354k 2.8k 128.03
Asbury Automotive (ABG) 0.0 $351k 1.5k 238.59
Nxp Semiconductors N V (NXPI) 0.0 $350k 1.5k 240.01
Nutanix Cl A (NTNX) 0.0 $349k 5.9k 59.25
Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.0 $347k 8.2k 42.37
Renaissance Re Holdings Ltd Cmn (RNR) 0.0 $347k 1.3k 272.40
Canadian Pacific Kansas City (CP) 0.0 $346k 4.0k 85.54
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.0 $345k 13k 26.28
Radian (RDN) 0.0 $345k 9.9k 34.69
McKesson Corporation (MCK) 0.0 $345k 697.00 494.44
Korn Ferry Com New (KFY) 0.0 $344k 4.6k 75.24
Prog Holdings Com Npv (PRG) 0.0 $342k 7.1k 48.49
Ishares Tr Ishares Biotech (IBB) 0.0 $341k 2.3k 145.59
Quanta Services (PWR) 0.0 $341k 1.1k 298.15
Patterson Companies (PDCO) 0.0 $337k 15k 21.84
Burlington Stores (BURL) 0.0 $337k 1.3k 263.48
Infosys Sponsored Adr (INFY) 0.0 $335k 15k 22.27
Perrigo SHS (PRGO) 0.0 $334k 13k 26.23
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $333k 5.4k 61.54
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $333k 3.5k 95.90
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $332k 5.0k 67.03
Leidos Holdings (LDOS) 0.0 $332k 2.0k 163.00
Centene Corporation (CNC) 0.0 $331k 4.4k 75.28
Livanova SHS (LIVN) 0.0 $331k 6.3k 52.54
Eversource Energy (ES) 0.0 $331k 4.9k 68.05
Constellation Energy (CEG) 0.0 $325k 1.3k 260.02
Arm Holdings Sponsored Ads (ARM) 0.0 $324k 2.3k 143.01
SYSCO Corporation (SYY) 0.0 $324k 4.2k 78.05
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $322k 11k 29.18
Key (KEY) 0.0 $322k 19k 16.75
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $321k 3.1k 104.19
Digital Realty Trust (DLR) 0.0 $317k 2.0k 161.83
Charles Schwab Corporation (SCHW) 0.0 $317k 4.9k 64.81
Applovin Corp Com Cl A (APP) 0.0 $315k 2.4k 130.55
Ishares Tr Blackrock Ultra (ICSH) 0.0 $315k 6.2k 50.74
Discover Financial Services 0.0 $314k 2.2k 140.29
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $313k 3.9k 79.46
ON Semiconductor (ON) 0.0 $312k 4.3k 72.61
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $312k 2.5k 126.19
Te Connectivity Ord Shs (TEL) 0.0 $310k 2.1k 150.99
Pdd Holdings Sponsored Ads (PDD) 0.0 $309k 2.3k 134.81
Northrop Grumman Corporation (NOC) 0.0 $309k 585.00 528.52
Mr Cooper Group 0.0 $309k 3.4k 92.18
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.0 $309k 9.4k 32.72
Gates Indl Corp Ord Shs (GTES) 0.0 $309k 18k 17.55
CSX Corporation (CSX) 0.0 $308k 8.9k 34.53
Fair Isaac Corporation (FICO) 0.0 $305k 157.00 1943.52
Wec Energy Group (WEC) 0.0 $304k 3.2k 96.18
Ishares Tr Core Msci Eafe (IEFA) 0.0 $303k 3.9k 78.06
Roper Industries (ROP) 0.0 $303k 544.00 556.44
Ishares Tr Global Tech Etf (IXN) 0.0 $299k 3.6k 82.53
Willis Towers Watson SHS (WTW) 0.0 $299k 1.0k 294.53
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $299k 2.8k 106.12
Diamondback Energy (FANG) 0.0 $297k 1.7k 172.40
Equifax (EFX) 0.0 $297k 1.0k 293.86
Rent-A-Center (UPBD) 0.0 $296k 9.3k 31.99
M&T Bank Corporation (MTB) 0.0 $296k 1.7k 178.12
Zeta Global Holdings Corp Cl A (ZETA) 0.0 $295k 9.9k 29.83
Devon Energy Corporation (DVN) 0.0 $295k 7.5k 39.12
Hdfc Bank Sponsored Ads (HDB) 0.0 $295k 4.7k 62.56
Textron (TXT) 0.0 $293k 3.3k 88.58
Ishares Tr Russell 2000 Etf (IWM) 0.0 $292k 1.3k 220.85
PPL Corporation (PPL) 0.0 $291k 8.8k 33.08
Hp (HPQ) 0.0 $290k 8.1k 35.87
Marvell Technology (MRVL) 0.0 $289k 4.0k 72.12
Under Armour Cl A (UAA) 0.0 $285k 32k 8.91
Pinterest Cl A (PINS) 0.0 $285k 8.8k 32.37
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $284k 1.8k 155.84
Synchrony Financial (SYF) 0.0 $280k 5.6k 49.88
Coca-cola Europacific Partne SHS (CCEP) 0.0 $279k 3.5k 78.75
Brady Corp Cl A (BRC) 0.0 $279k 3.6k 76.63
Southern Copper Corporation (SCCO) 0.0 $278k 2.4k 115.67
Amphenol Corp Cl A (APH) 0.0 $278k 4.3k 65.16
Air Products & Chemicals (APD) 0.0 $276k 928.00 297.74
Envista Hldgs Corp (NVST) 0.0 $276k 14k 19.76
Copa Holdings Sa Cl A (CPA) 0.0 $275k 2.9k 93.84
Goldman Sachs Etf Tr Small Cap Core E (GSC) 0.0 $274k 5.2k 52.92
United Bankshares (UBSI) 0.0 $273k 7.4k 37.10
Frontier Communications Pare (FYBR) 0.0 $272k 7.7k 35.53
Telus Ord (TU) 0.0 $272k 16k 16.78
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $271k 1.9k 142.04
Teck Resources CL B (TECK) 0.0 $271k 5.2k 52.24
Aercap Holdings Nv SHS (AER) 0.0 $271k 2.9k 94.72
Aon Shs Cl A (AON) 0.0 $271k 782.00 345.99
Teradata Corporation (TDC) 0.0 $270k 8.9k 30.34
Fifth Third Ban (FITB) 0.0 $269k 6.3k 42.84
Msc Indl Direct Cl A (MSM) 0.0 $268k 3.1k 86.06
Check Point Software Tech Lt Ord (CHKP) 0.0 $267k 1.4k 192.81
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $267k 35k 7.58
IDEXX Laboratories (IDXX) 0.0 $266k 526.00 505.22
Main Street Capital Corporation (MAIN) 0.0 $265k 5.3k 50.14
Kontoor Brands (KTB) 0.0 $265k 3.2k 81.78
Macy's (M) 0.0 $265k 17k 15.69
Chipmos Technologies Sponsord Ads New (IMOS) 0.0 $265k 11k 23.40
Natwest Group Spons Adr (NWG) 0.0 $264k 28k 9.36
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $264k 3.7k 72.12
Teladoc (TDOC) 0.0 $264k 29k 9.18
Columbia Sportswear Company (COLM) 0.0 $264k 3.2k 83.19
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $264k 63k 4.18
Ingersoll Rand (IR) 0.0 $264k 2.7k 98.16
Columbia Banking System (COLB) 0.0 $264k 10k 26.11
Kellogg Company (K) 0.0 $260k 3.2k 80.70
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.0 $260k 6.3k 41.40
Wheaton Precious Metals Corp (WPM) 0.0 $259k 4.2k 61.08
Vodafone Group Sponsored Adr (VOD) 0.0 $258k 26k 10.02
Microchip Technology (MCHP) 0.0 $258k 3.2k 80.29
Academy Sports & Outdoor (ASO) 0.0 $257k 4.4k 58.36
Humana (HUM) 0.0 $256k 808.00 316.82
Terex Corporation (TEX) 0.0 $256k 4.8k 52.91
Rollins (ROL) 0.0 $255k 5.0k 50.58
Embotelladora Andina S A Spon Adr B (AKO.B) 0.0 $253k 13k 20.05
Concentrix Corp (CNXC) 0.0 $252k 4.9k 51.25
Wingstop (WING) 0.0 $251k 604.00 416.08
Marriott Intl Cl A (MAR) 0.0 $251k 1.0k 248.60
ACADIA Pharmaceuticals (ACAD) 0.0 $250k 16k 15.38
Zillow Group Cl A (ZG) 0.0 $248k 4.0k 61.93
H.B. Fuller Company (FUL) 0.0 $248k 3.1k 79.38
Select Sector Spdr Tr Technology (XLK) 0.0 $247k 1.1k 225.69
Sun Life Financial (SLF) 0.0 $247k 4.3k 58.02
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.0 $247k 6.4k 38.53
Extreme Networks (EXTR) 0.0 $246k 16k 15.03
Monolithic Power Systems (MPWR) 0.0 $243k 263.00 924.50
Lumen Technologies (LUMN) 0.0 $242k 34k 7.10
Nrg Energy Com New (NRG) 0.0 $241k 2.6k 91.09
Verisk Analytics (VRSK) 0.0 $240k 897.00 267.96
Yum! Brands (YUM) 0.0 $240k 1.7k 139.71
Spdr Ser Tr Portfli High Yld (SPHY) 0.0 $240k 10k 24.05
United Sts Brent Oil Unit (BNO) 0.0 $239k 8.4k 28.31
Rh (RH) 0.0 $237k 710.00 334.43
Expedia Group Com New (EXPE) 0.0 $237k 1.6k 148.02
Direxion Shs Etf Tr Direxion Hcm (HCMT) 0.0 $237k 6.7k 35.25
Packaging Corporation of America (PKG) 0.0 $236k 1.1k 215.40
Doordash Cl A (DASH) 0.0 $236k 1.7k 142.73
White Mountains Insurance Gp (WTM) 0.0 $236k 139.00 1696.20
Simon Property (SPG) 0.0 $234k 1.4k 169.02
Sempra Energy (SRE) 0.0 $232k 2.8k 83.63
Edwards Lifesciences (EW) 0.0 $231k 3.5k 65.99
Toll Brothers (TOL) 0.0 $231k 1.5k 154.49
The Trade Desk Com Cl A (TTD) 0.0 $231k 2.1k 109.65
Molina Healthcare (MOH) 0.0 $230k 667.00 344.56
RadNet (RDNT) 0.0 $230k 3.3k 69.39
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $228k 1.2k 197.17
Paychex (PAYX) 0.0 $228k 1.7k 134.19
Hilton Worldwide Holdings (HLT) 0.0 $225k 978.00 230.50
Citizens Financial (CFG) 0.0 $224k 5.5k 41.07
Hewlett Packard Enterprise (HPE) 0.0 $223k 11k 20.46
Colfax Corp (ENOV) 0.0 $222k 5.2k 43.05
Genmab A/s Sponsored Ads (GMAB) 0.0 $222k 9.1k 24.38
Itron (ITRI) 0.0 $222k 2.1k 106.81
Premier Cl A (PINC) 0.0 $219k 11k 20.00
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.0 $219k 3.3k 66.19
Owens Corning (OC) 0.0 $219k 1.2k 176.52
Corpay Com Shs (CPAY) 0.0 $217k 693.00 312.76
Posco Holdings Sponsored Adr (PKX) 0.0 $217k 3.1k 69.99
Crane Holdings (CXT) 0.0 $213k 3.8k 56.10
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $213k 3.3k 64.74
Huntington Bancshares Incorporated (HBAN) 0.0 $213k 15k 14.70
Echostar Corp Cl A (SATS) 0.0 $213k 8.6k 24.82
Arthur J. Gallagher & Co. (AJG) 0.0 $213k 757.00 281.37
Steel Dynamics (STLD) 0.0 $211k 1.7k 126.08
Haemonetics Corporation (HAE) 0.0 $209k 2.6k 80.38
Tenet Healthcare Corp Com New (THC) 0.0 $209k 1.3k 166.20
Regions Financial Corporation (RF) 0.0 $207k 8.9k 23.33
Cirrus Logic (CRUS) 0.0 $206k 1.7k 124.21
Magna Intl Inc cl a (MGA) 0.0 $205k 5.0k 41.04
Vanguard World Inf Tech Etf (VGT) 0.0 $204k 348.00 586.52
Guidewire Software (GWRE) 0.0 $204k 1.1k 182.94
National Retail Properties (NNN) 0.0 $204k 4.2k 48.49
Blue Owl Capital Com Cl A (OWL) 0.0 $203k 11k 19.36
Box Cl A (BOX) 0.0 $202k 6.2k 32.73
Atlassian Corporation Cl A (TEAM) 0.0 $201k 1.3k 158.81
Gap (GAP) 0.0 $201k 9.1k 22.05
Apollo Global Mgmt (APO) 0.0 $201k 1.6k 124.91
Cenovus Energy (CVE) 0.0 $200k 12k 16.73
Nu Hldgs Ord Shs Cl A (NU) 0.0 $187k 14k 13.65
New Mountain Finance Corp (NMFC) 0.0 $184k 15k 11.98
Qxo Com New (QXO) 0.0 $183k 12k 15.77
Asana Cl A (ASAN) 0.0 $172k 15k 11.59
Patterson-UTI Energy (PTEN) 0.0 $171k 22k 7.65
Bloom Energy Corp Com Cl A (BE) 0.0 $166k 16k 10.56
Finvolution Group Sponsored Ads (FINV) 0.0 $153k 25k 6.18
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $151k 15k 10.45
Dun & Bradstreet Hldgs 0.0 $147k 13k 11.51
Cnh Indl N V SHS (CNH) 0.0 $136k 12k 11.10
United Microelectronics Corp Spon Adr New (UMC) 0.0 $124k 15k 8.42
Valley National Ban (VLY) 0.0 $106k 12k 9.06
Compass Cl A (COMP) 0.0 $93k 15k 6.11
Goodrx Hldgs Com Cl A (GDRX) 0.0 $75k 11k 6.94
Wipro Spon Adr 1 Sh (WIT) 0.0 $68k 11k 6.48
Veren Com New 0.0 $63k 10k 6.15
The Real Brokerage Com New (REAX) 0.0 $61k 11k 5.55
Grayscale Ethereum Mini Tr E Com Unit 0.0 $56k 23k 2.44
Sql Technologies Corporation (SKYX) 0.0 $14k 16k 0.85