Washington Trust Advisors as of March 31, 2025
Portfolio Holdings for Washington Trust Advisors
Washington Trust Advisors holds 642 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple Stock (AAPL) | 6.0 | $67M | 304k | 222.13 | |
| Visa Stock (V) | 4.5 | $51M | 145k | 350.54 | |
| Quanta Services Stock (PWR) | 4.2 | $48M | 188k | 254.18 | |
| Meta Platforms Stock (META) | 4.0 | $45M | 78k | 576.36 | |
| Palo Alto Networks Stock (PANW) | 3.8 | $43M | 250k | 170.64 | |
| Amazon Stock (AMZN) | 3.7 | $42M | 220k | 190.26 | |
| Berkshire Hathaway B Stock (BRK.B) | 3.7 | $42M | 78k | 532.58 | |
| Booking Holdings Stock (BKNG) | 3.4 | $39M | 8.1k | 4745.92 | |
| Alphabet Cl C Stock (GOOG) | 3.1 | $35M | 227k | 156.23 | |
| Deere & Co Stock (DE) | 2.9 | $32M | 69k | 469.35 | |
| ResMed Stock (RMD) | 2.6 | $29M | 128k | 223.85 | |
| Alphabet Cl A Stock (GOOGL) | 2.5 | $28M | 179k | 154.64 | |
| IQVIA Holdings Stock (IQV) | 2.1 | $24M | 136k | 176.30 | |
| Uber Technologies Stock (UBER) | 2.0 | $23M | 315k | 72.86 | |
| Becton Dickinson Stock (BDX) | 2.0 | $22M | 96k | 229.07 | |
| Nvidia Stock (NVDA) | 1.8 | $21M | 189k | 108.38 | |
| Jacobs Solutions Stock (J) | 1.8 | $20M | 167k | 120.89 | |
| Air Products Stock (APD) | 1.8 | $20M | 68k | 294.91 | |
| PepsiCo Stock (PEP) | 1.7 | $19M | 128k | 149.94 | |
| Regeneron Pharmaceuticals Stock (REGN) | 1.7 | $19M | 30k | 634.23 | |
| Starbucks Stock (SBUX) | 1.6 | $19M | 189k | 98.09 | |
| Schwab Fundamental U.S. Large Company ETF Etf (FNDX) | 1.6 | $19M | 783k | 23.61 | |
| Microsoft Stock (MSFT) | 1.6 | $18M | 48k | 375.39 | |
| Walt Disney Company Stock (DIS) | 1.3 | $15M | 147k | 98.70 | |
| Zebra Tech Stock (ZBRA) | 1.2 | $14M | 50k | 282.56 | |
| Vanguard S&P 500 Index Fd ETF Etf (VOO) | 1.1 | $12M | 23k | 513.92 | |
| American Tower Reit (AMT) | 1.1 | $12M | 55k | 217.60 | |
| Brookfield Renewable Corp Stock (BEPC) | 1.1 | $12M | 426k | 27.92 | |
| Ecolab Stock (ECL) | 1.0 | $11M | 43k | 253.82 | |
| Veeva Systems Stock (VEEV) | 0.9 | $11M | 46k | 231.63 | |
| Exxon Mobil Stock (XOM) | 0.9 | $10M | 85k | 118.93 | |
| PayPal Stock (PYPL) | 0.8 | $9.4M | 145k | 65.25 | |
| Invitation Homes Reit (INVH) | 0.8 | $9.4M | 269k | 34.85 | |
| Chewy Stock (CHWY) | 0.8 | $9.1M | 280k | 32.51 | |
| Intuitive Surgical Stock (ISRG) | 0.8 | $8.9M | 18k | 494.57 | |
| Snowflake Stock (SNOW) | 0.7 | $8.4M | 57k | 146.16 | |
| Nike Stock (NKE) | 0.7 | $8.4M | 132k | 63.48 | |
| Edwards Lifesciences Stock (EW) | 0.7 | $8.2M | 113k | 72.48 | |
| Vanguard Growth ETF Etf (VUG) | 0.7 | $8.0M | 22k | 370.82 | |
| Alexandria Real Estate Equities Reit (ARE) | 0.7 | $7.8M | 85k | 91.95 | |
| JP Morgan Chase Stock (JPM) | 0.7 | $7.8M | 32k | 245.30 | |
| Johnson & Johnson Stock (JNJ) | 0.7 | $7.6M | 46k | 165.84 | |
| Xylem Stock (XYL) | 0.7 | $7.5M | 63k | 119.46 | |
| WalMart Stock (WMT) | 0.7 | $7.5M | 85k | 87.79 | |
| SPDR Tr Etf (SPY) | 0.7 | $7.4M | 13k | 559.40 | |
| Schwab Fundamental International Equity ETF Etf (FNDF) | 0.6 | $6.6M | 183k | 36.14 | |
| Sphere Entertainment Stock (SPHR) | 0.6 | $6.3M | 193k | 32.72 | |
| Kinder Morgan Stock (KMI) | 0.5 | $5.8M | 204k | 28.53 | |
| Vanguard Value Index Etf (VTV) | 0.5 | $5.5M | 32k | 172.74 | |
| Penumbra Stock (PEN) | 0.5 | $5.5M | 21k | 267.41 | |
| Ibm Stock (IBM) | 0.5 | $5.4M | 22k | 248.66 | |
| iShares IBOXX High Yield Bond Index Etf (HYG) | 0.4 | $4.6M | 59k | 78.89 | |
| Automatic Data Stock (ADP) | 0.4 | $4.0M | 13k | 305.53 | |
| Berkshire Hathaway A Stock (BRK.A) | 0.4 | $4.0M | 5.00 | 798441.60 | |
| Coca Cola Stock (KO) | 0.3 | $3.9M | 54k | 71.62 | |
| Vanguard Total Stock VIPERS Etf (VTI) | 0.3 | $3.6M | 13k | 274.84 | |
| AbbVie Stock (ABBV) | 0.3 | $3.6M | 17k | 209.52 | |
| Abbott Labs Stock (ABT) | 0.3 | $3.6M | 27k | 132.65 | |
| Cisco Systems Stock (CSCO) | 0.3 | $3.4M | 55k | 61.71 | |
| Proctor & Gamble Stock (PG) | 0.3 | $3.1M | 18k | 170.47 | |
| Vanguard FTSE Dev Markets Etf (VEA) | 0.3 | $3.0M | 60k | 50.83 | |
| Diageo Adr (DEO) | 0.3 | $3.0M | 28k | 104.78 | |
| Schwab US TIPS ETF Etf (SCHP) | 0.3 | $2.8M | 106k | 26.89 | |
| Vanguard Tax-Exempt Bond ETF Etf (VTEB) | 0.2 | $2.8M | 56k | 49.62 | |
| Vail Resorts Stock (MTN) | 0.2 | $2.7M | 17k | 160.02 | |
| Home Depot Stock (HD) | 0.2 | $2.6M | 7.0k | 366.49 | |
| United Parcel Service Stock (UPS) | 0.2 | $2.5M | 22k | 109.99 | |
| Vanguard Mid-Cap Value ETF Etf (VOE) | 0.2 | $2.4M | 15k | 160.54 | |
| Vanguard Small-Cap ETF Etf (VB) | 0.2 | $2.4M | 11k | 221.75 | |
| Globus Medical Stock (GMED) | 0.2 | $2.0M | 27k | 73.20 | |
| Vanguard Total Bond Market ETF Etf (BND) | 0.2 | $2.0M | 27k | 73.46 | |
| Eaton Stock (ETN) | 0.2 | $1.8M | 6.8k | 271.84 | |
| Vanguard Short Term Corp Bond Index Etf (VCSH) | 0.1 | $1.7M | 21k | 78.94 | |
| GE Aerospace Stock (GE) | 0.1 | $1.7M | 8.3k | 200.15 | |
| iShares Russell Growth Etf (IWF) | 0.1 | $1.6M | 4.4k | 361.09 | |
| American Express Stock (AXP) | 0.1 | $1.6M | 6.0k | 269.05 | |
| Lowe's Stock (LOW) | 0.1 | $1.6M | 6.8k | 233.23 | |
| Vanguard Mid-Cap Growth ETF Etf (VOT) | 0.1 | $1.6M | 6.5k | 244.64 | |
| BlackRock Stock (BLK) | 0.1 | $1.4M | 1.5k | 946.48 | |
| Evercore Partners Stock (EVR) | 0.1 | $1.4M | 7.0k | 199.73 | |
| DocuSign Stock (DOCU) | 0.1 | $1.4M | 17k | 81.40 | |
| Raytheon Technologies Stock (RTX) | 0.1 | $1.4M | 10k | 132.46 | |
| DFA US Core Equity ETF Etf (DFAU) | 0.1 | $1.3M | 35k | 38.44 | |
| Thermo Fisher Scientific Stock (TMO) | 0.1 | $1.3M | 2.7k | 497.60 | |
| iShares S&P 500 Etf (IVV) | 0.1 | $1.3M | 2.4k | 562.26 | |
| iShares Core MSCI EAFE Etf (IEFA) | 0.1 | $1.3M | 18k | 75.65 | |
| McDonald's Stock (MCD) | 0.1 | $1.3M | 4.2k | 312.37 | |
| FedEx Stock (FDX) | 0.1 | $1.3M | 5.2k | 243.78 | |
| Pfizer Stock (PFE) | 0.1 | $1.2M | 48k | 25.34 | |
| CSW Industrials Stock (CSW) | 0.1 | $1.2M | 4.1k | 291.52 | |
| ChevronTexaco Stock (CVX) | 0.1 | $1.2M | 7.1k | 167.29 | |
| Moody's Stock (MCO) | 0.1 | $1.2M | 2.6k | 465.69 | |
| Brookfield Corp Stock (BN) | 0.1 | $1.1M | 22k | 52.41 | |
| Union Pacific Stock (UNP) | 0.1 | $1.1M | 4.7k | 236.24 | |
| iShares MSCI Emerging Markets Etf (EEM) | 0.1 | $1.1M | 25k | 43.70 | |
| Icon Stock (ICLR) | 0.1 | $1.0M | 6.0k | 172.78 | |
| Amentum Holdings Stock (AMTM) | 0.1 | $980k | 54k | 18.20 | |
| iShares Core S&P Mid Cap Etf (IJH) | 0.1 | $970k | 17k | 58.35 | |
| Vanguard Small-Cap Growth ETF Etf (VBK) | 0.1 | $953k | 3.8k | 251.77 | |
| Lilly Stock (LLY) | 0.1 | $934k | 1.1k | 826.08 | |
| Schwab US Dividend Equity ETF Etf (SCHD) | 0.1 | $910k | 33k | 27.96 | |
| Caterpillar Stock (CAT) | 0.1 | $899k | 2.7k | 329.79 | |
| Emerson Electric Stock (EMR) | 0.1 | $855k | 7.8k | 109.64 | |
| Philip Morris Int'l Stock (PM) | 0.1 | $841k | 5.3k | 158.73 | |
| iShares iBonds Dec 2025 Term Treasury ETF Etf (IBTF) | 0.1 | $838k | 36k | 23.37 | |
| iShares Russell 1000 Value ETF Etf (IWD) | 0.1 | $794k | 4.2k | 188.17 | |
| Merck Stock (MRK) | 0.1 | $779k | 8.7k | 89.76 | |
| Vanguard Emerging Markets Etf (VWO) | 0.1 | $776k | 17k | 45.26 | |
| Prologis Reit (PLD) | 0.1 | $768k | 6.9k | 111.79 | |
| Tesla Stock (TSLA) | 0.1 | $734k | 2.8k | 259.16 | |
| Costco Companies Stock (COST) | 0.1 | $717k | 758.00 | 945.78 | |
| Equinix Reit (EQIX) | 0.1 | $709k | 869.00 | 815.35 | |
| Aptiv Stock (APTV) | 0.1 | $708k | 12k | 59.50 | |
| Schwab Fundamental U.S. Small Company ETF Etf (FNDA) | 0.1 | $695k | 25k | 27.39 | |
| PPG Stock (PPG) | 0.1 | $693k | 6.3k | 109.36 | |
| DFA Core Fixed Income ETF Etf (DFCF) | 0.1 | $688k | 16k | 42.06 | |
| GE Vernova Stock (GEV) | 0.1 | $678k | 2.2k | 304.51 | |
| iShares Core MSCI Emerging Markets Etf (IEMG) | 0.1 | $659k | 12k | 53.97 | |
| iShares S&P Small Cap 600 Etf (IJR) | 0.1 | $638k | 6.1k | 104.56 | |
| Schlumberger Stock (SLB) | 0.1 | $626k | 15k | 41.80 | |
| Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF Etf (GSLC) | 0.1 | $592k | 5.4k | 110.08 | |
| NBT Bancorp Stock (NBTB) | 0.0 | $557k | 13k | 42.90 | |
| ARM Holdings Adr (ARM) | 0.0 | $534k | 5.0k | 106.79 | |
| Goldman Sachs Stock (GS) | 0.0 | $528k | 966.00 | 546.29 | |
| iShares iBonds Dec 2026 Term Treasury ETF Etf (IBTG) | 0.0 | $512k | 22k | 22.94 | |
| Invesco Nasdaq 100 ETF Etf (QQQM) | 0.0 | $506k | 2.6k | 193.02 | |
| DFA Tax Advantaged US Core Equity 2 Etf (DFAC) | 0.0 | $480k | 15k | 32.99 | |
| Itt Stock (ITT) | 0.0 | $478k | 3.7k | 129.16 | |
| At&t Stock (T) | 0.0 | $476k | 17k | 28.28 | |
| NextEra Energy Stock (NEE) | 0.0 | $471k | 6.6k | 70.89 | |
| SPDR S&P Dividend ETF IV Etf (SDY) | 0.0 | $469k | 3.5k | 135.68 | |
| UnitedHealth Group Stock (UNH) | 0.0 | $463k | 885.00 | 523.31 | |
| Equifax Stock (EFX) | 0.0 | $457k | 1.9k | 243.56 | |
| Netflix Stock (NFLX) | 0.0 | $453k | 486.00 | 932.53 | |
| Guidewire Software Stock (GWRE) | 0.0 | $438k | 2.3k | 187.36 | |
| Franklin Electric Stock (FELE) | 0.0 | $432k | 4.6k | 93.88 | |
| Schwab International Equity ETF Etf (SCHF) | 0.0 | $420k | 21k | 19.78 | |
| Broadcom Stock (AVGO) | 0.0 | $416k | 2.5k | 167.43 | |
| Verizon Stock (VZ) | 0.0 | $398k | 8.8k | 45.36 | |
| Illumina Stock (ILMN) | 0.0 | $394k | 5.0k | 79.34 | |
| iShares Core High Dividend ETF Etf (HDV) | 0.0 | $385k | 3.2k | 121.12 | |
| Texas Instruments Stock (TXN) | 0.0 | $384k | 2.1k | 179.70 | |
| Qualcomm Stock (QCOM) | 0.0 | $378k | 2.5k | 153.61 | |
| Trane Technologies Stock (TT) | 0.0 | $377k | 1.1k | 336.62 | |
| SPDR Gold Trust Etf (GLD) | 0.0 | $374k | 1.3k | 288.14 | |
| Wells Fargo Stock (WFC) | 0.0 | $374k | 5.2k | 71.79 | |
| Ingredion Stock (INGR) | 0.0 | $368k | 2.7k | 135.21 | |
| Amgen Stock (AMGN) | 0.0 | $363k | 1.2k | 311.26 | |
| Altria Stock (MO) | 0.0 | $359k | 6.0k | 60.02 | |
| Carrier Global Stock (CARR) | 0.0 | $354k | 5.6k | 63.40 | |
| Palantir Technologies Stock (PLTR) | 0.0 | $341k | 4.0k | 84.40 | |
| Vanguard Small Cap Value ETF Etf (VBR) | 0.0 | $340k | 1.8k | 186.25 | |
| Reinsurance Group Stock (RGA) | 0.0 | $337k | 1.7k | 196.94 | |
| DFA International Core Equity Market ETF Etf (DFAI) | 0.0 | $335k | 11k | 31.23 | |
| Oracle Stock (ORCL) | 0.0 | $327k | 2.3k | 139.81 | |
| Arrow Financial Stock (AROW) | 0.0 | $324k | 12k | 26.29 | |
| iShares MSCI USA Momentum Factor Etf (MTUM) | 0.0 | $323k | 1.6k | 202.13 | |
| Alerian MLP ETF Etf (AMLP) | 0.0 | $319k | 6.1k | 51.94 | |
| Broadridge Financial Solutions Stock (BR) | 0.0 | $312k | 1.3k | 242.46 | |
| DFA Tax Managed US Equity Etf (DFUS) | 0.0 | $308k | 5.1k | 60.48 | |
| Canadian Pacific Kansas City Stock (CP) | 0.0 | $307k | 4.4k | 70.21 | |
| Duke Energy Stock (DUK) | 0.0 | $306k | 2.5k | 121.97 | |
| Brookfield Infrastructure Partners Stock (BIP) | 0.0 | $300k | 10k | 29.79 | |
| Invesco S&P Global Water Index ETF Etf (CGW) | 0.0 | $293k | 5.3k | 55.69 | |
| Vanguard Mid Cap Index Fund ETF Etf (VO) | 0.0 | $290k | 1.2k | 245.25 | |
| Mondelez Stock (MDLZ) | 0.0 | $290k | 4.3k | 67.85 | |
| Schwab Emerging Markets Equity ETF Etf (SCHE) | 0.0 | $285k | 10k | 27.57 | |
| Bristol Myers-Squibb Stock (BMY) | 0.0 | $273k | 4.5k | 60.99 | |
| DFA Tax-Managed US Marketwide Value Etf (DFUV) | 0.0 | $267k | 6.5k | 41.21 | |
| SPDR Bloomberg 1-3 Month T-Bill ETF Etf (BIL) | 0.0 | $266k | 2.9k | 91.73 | |
| Salesforce Stock (CRM) | 0.0 | $258k | 960.00 | 268.36 | |
| Dimensional U.S. Small Cap ETF Etf (DFAS) | 0.0 | $256k | 4.3k | 59.75 | |
| Waste Management Stock (WM) | 0.0 | $254k | 1.1k | 231.51 | |
| Boeing Stock (BA) | 0.0 | $254k | 1.5k | 170.55 | |
| Suncor Stock (SU) | 0.0 | $254k | 6.6k | 38.72 | |
| North European Royalty Trust Stock (NRT) | 0.0 | $253k | 53k | 4.73 | |
| 3M Company Stock (MMM) | 0.0 | $251k | 1.7k | 146.86 | |
| Alliant Energy Stock (LNT) | 0.0 | $249k | 3.9k | 64.35 | |
| Schwab Interm Gov't ETF Etf (SCHR) | 0.0 | $249k | 10k | 24.86 | |
| Otis Worldwide Stock (OTIS) | 0.0 | $237k | 2.3k | 103.20 | |
| Monster Beverage Corp Stock (MNST) | 0.0 | $237k | 4.1k | 58.52 | |
| Dimensional Short-Duration Fixed Income ETF Etf (DFSD) | 0.0 | $233k | 4.9k | 47.52 | |
| Transdigm Group Stock (TDG) | 0.0 | $230k | 166.00 | 1383.29 | |
| Nisource Stock (NI) | 0.0 | $228k | 5.7k | 40.09 | |
| Shell Adr (SHEL) | 0.0 | $228k | 3.1k | 73.28 | |
| Paychex Stock (PAYX) | 0.0 | $227k | 1.5k | 154.28 | |
| M & T Bank Stock (MTB) | 0.0 | $221k | 1.2k | 178.75 | |
| Ameriprise Stock (AMP) | 0.0 | $220k | 457.00 | 481.92 | |
| Bank of New York Stock (BK) | 0.0 | $218k | 2.6k | 83.87 | |
| Brookfield Asset Management Stock (BAM) | 0.0 | $218k | 4.5k | 48.45 | |
| Fiserv Stock (FI) | 0.0 | $218k | 985.00 | 220.83 | |
| Allstate Stock (ALL) | 0.0 | $217k | 1.1k | 207.07 | |
| Bank of America Stock (BAC) | 0.0 | $210k | 5.0k | 41.73 | |
| Minerals Tech Stock (MTX) | 0.0 | $210k | 3.3k | 63.57 | |
| iShares Russell Mid-Cap Growth ETF Etf (IWP) | 0.0 | $207k | 1.8k | 117.49 | |
| Vanguard Large-Cap ETF Etf (VV) | 0.0 | $199k | 773.00 | 257.03 | |
| Cognizant Tech Stock (CTSH) | 0.0 | $196k | 2.6k | 76.50 | |
| Intel Stock (INTC) | 0.0 | $195k | 8.6k | 22.71 | |
| Align Technology Stock (ALGN) | 0.0 | $191k | 1.2k | 158.86 | |
| iShares S&P 500/Barra Growth Etf (IVW) | 0.0 | $187k | 2.0k | 92.83 | |
| Accenture Stock (ACN) | 0.0 | $176k | 565.00 | 312.04 | |
| Mastercard Stock (MA) | 0.0 | $176k | 321.00 | 548.11 | |
| Progressive Corp Stock (PGR) | 0.0 | $170k | 599.00 | 283.01 | |
| Lam Research Stock (LRCX) | 0.0 | $167k | 2.3k | 72.70 | |
| Stryker Stock (SYK) | 0.0 | $165k | 443.00 | 372.28 | |
| Invesco S&P 500 Equal Weight Etf (RSP) | 0.0 | $164k | 949.00 | 173.23 | |
| GE Healthcare Technologies Stock (GEHC) | 0.0 | $164k | 2.0k | 80.54 | |
| Zoetis Stock (ZTS) | 0.0 | $163k | 991.00 | 164.65 | |
| Brookfield Renewable Stock (BEP) | 0.0 | $160k | 7.2k | 22.16 | |
| Global X NASDAQ 100 Cov Call Etf (QYLD) | 0.0 | $159k | 9.5k | 16.63 | |
| General Dynamics Corp Stock (GD) | 0.0 | $157k | 576.00 | 272.58 | |
| Enbridge Stock (ENB) | 0.0 | $154k | 3.5k | 44.31 | |
| Invesco S&P 500 Etf (XLG) | 0.0 | $152k | 3.3k | 46.02 | |
| Williams Cos Stock (WMB) | 0.0 | $150k | 2.5k | 59.76 | |
| Texas Roadhouse Stock (TXRH) | 0.0 | $149k | 893.00 | 166.63 | |
| Check Point Software Stock (CHKP) | 0.0 | $148k | 650.00 | 227.92 | |
| Honeywell Int'l Stock (HON) | 0.0 | $147k | 695.00 | 211.75 | |
| United Dominion Realty Trust Reit (UDR) | 0.0 | $146k | 3.2k | 45.17 | |
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $145k | 298.00 | 484.82 | |
| U.S. Bancorp Stock (USB) | 0.0 | $144k | 3.4k | 42.22 | |
| Consol Edison Stock (ED) | 0.0 | $144k | 1.3k | 110.59 | |
| Elevance Health Stock (ELV) | 0.0 | $142k | 327.00 | 434.96 | |
| iShares Russell 2000 Value ETF Etf (IWN) | 0.0 | $140k | 925.00 | 150.98 | |
| American Water Works Stock (AWK) | 0.0 | $138k | 938.00 | 147.52 | |
| Yum Brands Stock (YUM) | 0.0 | $138k | 879.00 | 157.36 | |
| Marsh & McLennan Stock (MMC) | 0.0 | $134k | 550.00 | 244.03 | |
| DTE Energy Stock (DTE) | 0.0 | $133k | 964.00 | 138.39 | |
| Curtiss Wright Stock (CW) | 0.0 | $133k | 420.00 | 317.63 | |
| Nutrien Stock (NTR) | 0.0 | $133k | 2.7k | 49.67 | |
| Sempra Energy Stock (SRE) | 0.0 | $132k | 1.8k | 71.36 | |
| SPDR Gold Minishares Trust Etf (GLDM) | 0.0 | $131k | 2.1k | 61.89 | |
| Colgate Palmolive Stock (CL) | 0.0 | $127k | 1.4k | 93.70 | |
| DFA Emerging Core Equity Market ETF Etf (DFAE) | 0.0 | $124k | 4.8k | 25.89 | |
| IShares Edge MSCI Min VOL USA ETF Etf (USMV) | 0.0 | $122k | 1.3k | 93.66 | |
| Shopify Stock (SHOP) | 0.0 | $120k | 1.3k | 95.48 | |
| Adobe Systems Stock (ADBE) | 0.0 | $120k | 312.00 | 383.54 | |
| Kimberly-Clark Stock (KMB) | 0.0 | $119k | 835.00 | 142.22 | |
| Norfolk Southern Stock (NSC) | 0.0 | $118k | 500.00 | 236.85 | |
| Snap On Stock (SNA) | 0.0 | $118k | 350.00 | 337.01 | |
| SPDR S&P 500 Fossil Fues Res ETF Etf (SPYX) | 0.0 | $116k | 2.5k | 45.75 | |
| Vanguard Utilities ETF Etf (VPU) | 0.0 | $116k | 680.00 | 170.81 | |
| VanEck Semiconductor ETF Etf (SMH) | 0.0 | $114k | 540.00 | 211.47 | |
| Central Fund Of Canada Cef (CEF) | 0.0 | $114k | 4.0k | 28.41 | |
| Willis Towers Watson Stock (WTW) | 0.0 | $114k | 336.00 | 337.95 | |
| Dominion Resources Stock (D) | 0.0 | $112k | 2.0k | 56.07 | |
| Capital Southwest Cef (CSWC) | 0.0 | $112k | 5.0k | 22.32 | |
| Cummins Stock (CMI) | 0.0 | $108k | 343.00 | 313.44 | |
| Neogen Stock (NEOG) | 0.0 | $105k | 12k | 8.67 | |
| Sherwin Williams Stock (SHW) | 0.0 | $102k | 293.00 | 349.18 | |
| iShares Russell Midcap Index Etf (IWR) | 0.0 | $102k | 1.2k | 85.02 | |
| Morgan Stanley Stock (MS) | 0.0 | $100k | 855.00 | 116.67 | |
| Vanguard Health Care Index ETF Etf (VHT) | 0.0 | $100k | 376.00 | 264.73 | |
| Enterprise Products Stock (EPD) | 0.0 | $99k | 2.9k | 34.14 | |
| Edison Intl Stock (EIX) | 0.0 | $98k | 1.7k | 58.93 | |
| CSX Stock (CSX) | 0.0 | $96k | 3.2k | 29.43 | |
| iShares Nat'l Muni Bond ETF Etf (MUB) | 0.0 | $95k | 900.00 | 105.44 | |
| WisdomTree US Large Cap Dividend Etf (DLN) | 0.0 | $93k | 1.2k | 79.37 | |
| iShares Russell Mid-Cap Value ETF Etf (IWS) | 0.0 | $93k | 737.00 | 126.02 | |
| Spotify Technology A Stock (SPOT) | 0.0 | $91k | 166.00 | 550.80 | |
| Travelers Stock (TRV) | 0.0 | $91k | 345.00 | 264.47 | |
| Autodesk Stock (ADSK) | 0.0 | $91k | 347.00 | 261.80 | |
| Health Care Select SPDR Etf (XLV) | 0.0 | $90k | 615.00 | 146.01 | |
| 3D Systems Stock (DDD) | 0.0 | $89k | 42k | 2.12 | |
| PIMCO Enhanced Short Maturity Active ETF Etf (MINT) | 0.0 | $89k | 880.00 | 100.62 | |
| Servicenow Stock (NOW) | 0.0 | $88k | 111.00 | 794.19 | |
| Invesco FTSE RAFI US 1000 ETF Etf (PRF) | 0.0 | $88k | 2.2k | 40.41 | |
| Unilever Adr (UL) | 0.0 | $87k | 1.5k | 59.55 | |
| Wisdomtree International MidCap Dividend Etf (DIM) | 0.0 | $87k | 1.3k | 66.19 | |
| Workday Inc A Stock (WDAY) | 0.0 | $85k | 364.00 | 233.59 | |
| DFA Tax Adv World ex US Core Eq Etf (DFAX) | 0.0 | $84k | 3.2k | 26.20 | |
| Vanguard Real Estate ETF Etf (VNQ) | 0.0 | $83k | 919.00 | 90.54 | |
| Invesco QQQ ETF Etf (QQQ) | 0.0 | $82k | 175.00 | 468.92 | |
| Fair Isaac Corp Stock (FICO) | 0.0 | $81k | 44.00 | 1831.39 | |
| Advanced Micro Devices Stock (AMD) | 0.0 | $79k | 769.00 | 102.74 | |
| First Trust Value Dividend Index ETF Etf (FVD) | 0.0 | $77k | 1.7k | 44.59 | |
| Boston Scientific Corp Stock (BSX) | 0.0 | $76k | 752.00 | 100.88 | |
| Danaher Stock (DHR) | 0.0 | $76k | 370.00 | 205.00 | |
| DuPont Stock (DD) | 0.0 | $75k | 1.0k | 74.68 | |
| ConocoPhillips Stock (COP) | 0.0 | $73k | 697.00 | 105.02 | |
| Public Service Enterprise Stock (PEG) | 0.0 | $73k | 887.00 | 82.30 | |
| Xcel Energies Stock (XEL) | 0.0 | $73k | 1.0k | 70.79 | |
| Consumer Staples Select SPDR Etf (XLP) | 0.0 | $73k | 892.00 | 81.67 | |
| Freeport-McMoran Stock (FCX) | 0.0 | $72k | 1.9k | 37.86 | |
| Dover Stock (DOV) | 0.0 | $70k | 400.00 | 175.68 | |
| Eversource Energy Stock (ES) | 0.0 | $70k | 1.1k | 62.11 | |
| Blackstone Group Stock (BX) | 0.0 | $70k | 499.00 | 139.78 | |
| Vanguard Short Inflation Protected ETF Etf (VTIP) | 0.0 | $68k | 1.4k | 49.90 | |
| Intercontinental Exchange Stock (ICE) | 0.0 | $68k | 393.00 | 172.50 | |
| iShares S&P Small Cap 600/Barra Value Etf (IJS) | 0.0 | $68k | 694.00 | 97.48 | |
| Chipotle Mexican Grill Stock (CMG) | 0.0 | $68k | 1.3k | 50.21 | |
| Gilead Sciences Stock (GILD) | 0.0 | $67k | 600.00 | 112.05 | |
| MidCap SPDR Trust Etf (MDY) | 0.0 | $67k | 125.00 | 533.48 | |
| KKR & Co Stock (KKR) | 0.0 | $66k | 573.00 | 115.61 | |
| Jefferies Finl Stock (JEF) | 0.0 | $66k | 1.2k | 53.57 | |
| Expeditors Int'l Stock (EXPD) | 0.0 | $66k | 545.00 | 120.41 | |
| Main Street Capital Corp Cef (MAIN) | 0.0 | $64k | 1.1k | 56.56 | |
| PowerShares Water Resources Etf (PHO) | 0.0 | $63k | 980.00 | 64.52 | |
| Eaton Vance Enhanced Equity Income Fund II Cef (EOS) | 0.0 | $63k | 3.0k | 21.10 | |
| MGE Energy Stock (MGEE) | 0.0 | $62k | 670.00 | 92.96 | |
| PNC Financial Services Group Stock (PNC) | 0.0 | $62k | 350.00 | 176.40 | |
| IShares Mrnstar Large Cap Grwth ETF Etf (ILCG) | 0.0 | $61k | 750.00 | 80.99 | |
| LPL Finl Hldgs Stock (LPLA) | 0.0 | $61k | 185.00 | 327.82 | |
| Howmet Aerospace Stock (HWM) | 0.0 | $60k | 462.00 | 129.73 | |
| Lowes Stock (L) | 0.0 | $60k | 650.00 | 91.91 | |
| Intuit Stock (INTU) | 0.0 | $60k | 97.00 | 614.00 | |
| iShares TIPS Bond ETF Etf (TIP) | 0.0 | $60k | 536.00 | 111.09 | |
| Vanguard Hi Div Yield Index ETF Etf (VYM) | 0.0 | $58k | 447.00 | 128.96 | |
| Medtronic Stock (MDT) | 0.0 | $58k | 636.00 | 90.61 | |
| iShares MSCI EFT World Etf (URTH) | 0.0 | $57k | 374.00 | 153.35 | |
| O'Reilly Automotive Stock (ORLY) | 0.0 | $57k | 40.00 | 1422.70 | |
| Ingersoll Rand Stock (IR) | 0.0 | $56k | 705.00 | 80.03 | |
| Imperial Oil Stock (IMO) | 0.0 | $56k | 780.00 | 72.32 | |
| Glaxo Smithkline Adr (GSK) | 0.0 | $56k | 1.5k | 38.74 | |
| Doordash Stock (DASH) | 0.0 | $56k | 306.00 | 182.77 | |
| Novo-Nordisk A S Adr (NVO) | 0.0 | $54k | 778.00 | 69.44 | |
| Synopsis Stock (SNPS) | 0.0 | $54k | 125.00 | 428.52 | |
| Rayonier Reit (RYN) | 0.0 | $54k | 1.9k | 27.88 | |
| iShares Core Aggressive ETF Etf (AOA) | 0.0 | $53k | 691.00 | 76.50 | |
| EBay Stock (EBAY) | 0.0 | $52k | 770.00 | 67.73 | |
| T-Mobile US Stock (TMUS) | 0.0 | $51k | 190.00 | 266.71 | |
| Gatx Stock (GATX) | 0.0 | $50k | 321.00 | 155.27 | |
| Gallagher Arthur J&Co Stock (AJG) | 0.0 | $49k | 142.00 | 344.34 | |
| Graham Holdings Stock (GHC) | 0.0 | $48k | 50.00 | 960.86 | |
| Alnylam Pharmaceuticals Stock (ALNY) | 0.0 | $47k | 175.00 | 269.86 | |
| Weyerhaeuser Reit (WY) | 0.0 | $47k | 1.6k | 29.28 | |
| Cintas Stock (CTAS) | 0.0 | $46k | 222.00 | 205.32 | |
| Hilton Worldwide Hldgs Stock (HLT) | 0.0 | $46k | 200.00 | 227.59 | |
| Truist Financial Stock (TFC) | 0.0 | $45k | 1.1k | 41.15 | |
| Technology Select Sector SPDR Fund Etf (XLK) | 0.0 | $45k | 217.00 | 206.48 | |
| Comcast Cl A Stock (CMCSA) | 0.0 | $45k | 1.2k | 36.90 | |
| Dow Chemical Stock (DOW) | 0.0 | $45k | 1.3k | 34.92 | |
| Consumer Discretionary Select SPDR Etf (XLY) | 0.0 | $44k | 224.00 | 197.46 | |
| iShares Russell 2000 ETF Etf (IWM) | 0.0 | $43k | 217.00 | 199.49 | |
| Hilton Hotels 8 Adr (HLN) | 0.0 | $43k | 4.1k | 10.29 | |
| Take-Two Interactive Software Stock (TTWO) | 0.0 | $42k | 204.00 | 207.25 | |
| Vanguard Extended Market Etf (VXF) | 0.0 | $42k | 245.00 | 172.26 | |
| Norwegian Cruise Lines Stock (NCLH) | 0.0 | $42k | 2.2k | 18.96 | |
| Kadant Stock (KAI) | 0.0 | $41k | 123.00 | 336.91 | |
| Factset Stock (FDS) | 0.0 | $41k | 91.00 | 454.64 | |
| Block Stock (XYZ) | 0.0 | $41k | 759.00 | 54.33 | |
| SEI Investments Stock (SEIC) | 0.0 | $40k | 519.00 | 77.63 | |
| McKesson Corp Stock (MCK) | 0.0 | $39k | 58.00 | 673.55 | |
| JPMorgan Ultra-Short Income ETF Etf (JPST) | 0.0 | $39k | 763.00 | 50.63 | |
| Novartis Adr (NVS) | 0.0 | $39k | 346.00 | 111.48 | |
| Alibaba Group Adr (BABA) | 0.0 | $38k | 286.00 | 132.23 | |
| Corteva Stock (CTVA) | 0.0 | $36k | 571.00 | 62.93 | |
| Campbell Soup Stock (CPB) | 0.0 | $36k | 900.00 | 39.92 | |
| MetLife Stock (MET) | 0.0 | $35k | 432.00 | 80.29 | |
| Fastenal Stock (FAST) | 0.0 | $34k | 440.00 | 77.55 | |
| KLA Tencor Stock (KLAC) | 0.0 | $34k | 50.00 | 679.80 | |
| Apollo Global Mgmt Stock (APO) | 0.0 | $34k | 247.00 | 136.94 | |
| Charles Schwab Corp Stock (SCHW) | 0.0 | $34k | 432.00 | 78.28 | |
| TE Connectivity Stock (TEL) | 0.0 | $34k | 238.00 | 141.32 | |
| Applied Materials Stock (AMAT) | 0.0 | $33k | 230.00 | 145.11 | |
| Brookfield Infra Partners Cl A Stock (BIPC) | 0.0 | $33k | 901.00 | 36.19 | |
| SPDR Doubleline Total Return TTCL ETF Etf (TOTL) | 0.0 | $32k | 795.00 | 40.29 | |
| Vanguard Total World Stock ETF Etf (VT) | 0.0 | $32k | 276.00 | 116.01 | |
| Lockheed Martin Stock (LMT) | 0.0 | $31k | 70.00 | 446.71 | |
| Analog Devices Stock (ADI) | 0.0 | $31k | 155.00 | 201.67 | |
| Essex Property Trust Reit (ESS) | 0.0 | $31k | 101.00 | 306.57 | |
| General Mills Stock (GIS) | 0.0 | $30k | 500.00 | 59.79 | |
| Zimmer Biomet Stock (ZBH) | 0.0 | $30k | 262.00 | 113.18 | |
| iShares Russell 3000 Index Etf (IWV) | 0.0 | $30k | 93.00 | 317.65 | |
| Baker Hughes Stock (BKR) | 0.0 | $29k | 668.00 | 43.95 | |
| Axsome Therapeutics Stock (AXSM) | 0.0 | $29k | 250.00 | 116.63 | |
| Tapestry Stock (TPR) | 0.0 | $28k | 404.00 | 70.41 | |
| Hasbro Stock (HAS) | 0.0 | $28k | 458.00 | 61.49 | |
| Freshpet Stock (FRPT) | 0.0 | $28k | 336.00 | 83.17 | |
| General Motors Stock (GM) | 0.0 | $27k | 572.00 | 47.03 | |
| F5 Networks Stock (FFIV) | 0.0 | $27k | 100.00 | 266.27 | |
| CVS Caremark Stock (CVS) | 0.0 | $27k | 393.00 | 67.75 | |
| CME Group Stock (CME) | 0.0 | $26k | 99.00 | 265.29 | |
| EOG Resources Stock (EOG) | 0.0 | $26k | 203.00 | 128.24 | |
| Ishares Core Us Aggregate Bond Etf Etf (AGG) | 0.0 | $26k | 263.00 | 98.81 | |
| Flex Stock (FLEX) | 0.0 | $26k | 781.00 | 33.08 | |
| Pinterest Stock (PINS) | 0.0 | $25k | 806.00 | 30.99 | |
| Vanguard Dividend Appreciation ETF Etf (VIG) | 0.0 | $25k | 128.00 | 193.99 | |
| Johnson Ctls Inl Stock (JCI) | 0.0 | $24k | 305.00 | 80.11 | |
| CrowdStrike Stock (CRWD) | 0.0 | $24k | 69.00 | 352.58 | |
| Target Stock (TGT) | 0.0 | $24k | 231.00 | 104.36 | |
| Vanguard Long Term Gov't Bond ETF Etf (VGLT) | 0.0 | $24k | 414.00 | 57.61 | |
| Aon Plc A Stock (AON) | 0.0 | $24k | 59.00 | 399.08 | |
| Jones Lang Lasalle Stock (JLL) | 0.0 | $23k | 93.00 | 249.14 | |
| Electronic Arts Stock (EA) | 0.0 | $23k | 159.00 | 144.52 | |
| Constellation Brands Inc Cl A Stock (STZ) | 0.0 | $23k | 125.00 | 183.52 | |
| Linde Stock (LIN) | 0.0 | $22k | 48.00 | 465.65 | |
| iShares U.s. Treasury Bond ETF Etf (GOVT) | 0.0 | $22k | 965.00 | 22.99 | |
| Lennar Corp Stock (LEN) | 0.0 | $22k | 192.00 | 114.78 | |
| Aldeyra Therapeutics Stock (ALDX) | 0.0 | $22k | 3.8k | 5.75 | |
| EPAM Systems Stock (EPAM) | 0.0 | $21k | 125.00 | 168.84 | |
| TJX Cos. Stock (TJX) | 0.0 | $21k | 170.00 | 121.80 | |
| Nuveen Preferred & Income Opportunities Fund Cef (JPC) | 0.0 | $21k | 2.6k | 7.96 | |
| Royal Caribbean Cruises Stock (RCL) | 0.0 | $21k | 100.00 | 205.44 | |
| Axon Enterprise Stock (AXON) | 0.0 | $20k | 38.00 | 527.84 | |
| Starwood Property Trust Reit (STWD) | 0.0 | $20k | 1.0k | 19.77 | |
| American Elec Pwr Stock (AEP) | 0.0 | $20k | 180.00 | 109.27 | |
| S&P Global Stock (SPGI) | 0.0 | $19k | 38.00 | 508.11 | |
| Southern Copper Stock (SCCO) | 0.0 | $19k | 201.00 | 93.47 | |
| Sysco Corporation Stock (SYY) | 0.0 | $19k | 250.00 | 75.04 | |
| Simon Property Group Reit (SPG) | 0.0 | $19k | 112.00 | 166.08 | |
| Southern Stock (SO) | 0.0 | $18k | 200.00 | 91.81 | |
| Okta Stock (OKTA) | 0.0 | $18k | 174.00 | 105.22 | |
| Vanguard S&P Small-Cap 600 Growth ETF Etf (VIOG) | 0.0 | $18k | 169.00 | 106.96 | |
| Bellring Brands Stock (BRBR) | 0.0 | $18k | 242.00 | 74.46 | |
| Biomarin Paharmaceutical Stock (BMRN) | 0.0 | $18k | 252.00 | 70.69 | |
| Old Dominion Freight Lines Stock (ODFL) | 0.0 | $17k | 105.00 | 165.54 | |
| Discover Financial Stock | 0.0 | $17k | 100.00 | 170.70 | |
| America Movil Sa De Cv Adr (AMX) | 0.0 | $17k | 1.2k | 14.22 | |
| Vanguard FTSE All-World Ex-U.S. Index Etf (VEU) | 0.0 | $17k | 281.00 | 60.71 | |
| BWX Technologies Stock (BWXT) | 0.0 | $17k | 171.00 | 98.65 | |
| Marvell Technology Stock (MRVL) | 0.0 | $17k | 273.00 | 61.63 | |
| Taiwan Semiconductor Adr (TSM) | 0.0 | $17k | 100.00 | 165.45 | |
| EQT Corp Stock (EQT) | 0.0 | $17k | 309.00 | 53.43 | |
| On Semiconductor Corp Stock (ON) | 0.0 | $16k | 402.00 | 40.69 | |
| Corning Stock (GLW) | 0.0 | $16k | 345.00 | 45.78 | |
| Dick's Sporting Goods Stock (DKS) | 0.0 | $16k | 78.00 | 202.22 | |
| Manulife Financial Stock (MFC) | 0.0 | $16k | 505.00 | 31.15 | |
| Sap Adr (SAP) | 0.0 | $16k | 58.00 | 267.57 | |
| Cheniere Energy Stock (LNG) | 0.0 | $16k | 67.00 | 231.40 | |
| Flaherty & Crumrine Preferred Securities Income Fund Cef (FFC) | 0.0 | $16k | 970.00 | 15.93 | |
| Dell Technologies Stock (DELL) | 0.0 | $15k | 169.00 | 91.15 | |
| Houlihan Lokey Stock (HLI) | 0.0 | $15k | 95.00 | 161.80 | |
| Solventum Stock (SOLV) | 0.0 | $15k | 202.00 | 76.04 | |
| Welltower Reit (WELL) | 0.0 | $15k | 100.00 | 153.21 | |
| TKO Group Stock (TKO) | 0.0 | $15k | 100.00 | 152.81 | |
| HDFC Bank Adr (HDB) | 0.0 | $15k | 230.00 | 66.44 | |
| Sony Group Adr (SONY) | 0.0 | $15k | 575.00 | 25.39 | |
| Yum China Holdings Stock (YUMC) | 0.0 | $15k | 280.00 | 52.06 | |
| Performance Food Group Stock (PFGC) | 0.0 | $15k | 185.00 | 78.63 | |
| Applovin Corp Stock (APP) | 0.0 | $14k | 54.00 | 265.81 | |
| Ishares Silver Trust Index Fund Etf (SLV) | 0.0 | $14k | 450.00 | 30.99 | |
| Mobile Infrastructure Corp Stock (BEEP) | 0.0 | $14k | 3.3k | 4.17 | |
| Realty Income Reit (O) | 0.0 | $14k | 233.00 | 58.01 | |
| Integer Holdings Corp Stock (ITGR) | 0.0 | $14k | 114.00 | 118.01 | |
| Arcosa Stock (ACA) | 0.0 | $13k | 174.00 | 77.12 | |
| Northrup Grumman Corp Stock (NOC) | 0.0 | $13k | 26.00 | 512.00 | |
| Cable One Stock (CABO) | 0.0 | $13k | 50.00 | 265.78 | |
| Utilities Select Sector SPDR Fund Etf (XLU) | 0.0 | $13k | 168.00 | 78.85 | |
| Allegion Stock (ALLE) | 0.0 | $13k | 101.00 | 130.46 | |
| Costar Group Stock (CSGP) | 0.0 | $13k | 162.00 | 79.43 | |
| Kratos Defense & Security Solutions Stock (KTOS) | 0.0 | $13k | 424.00 | 29.69 | |
| Textron Stock (TXT) | 0.0 | $12k | 172.00 | 72.25 | |
| Citigroup Stock (C) | 0.0 | $12k | 175.00 | 70.99 | |
| Capital One Finl Corp Stock (COF) | 0.0 | $12k | 67.00 | 179.30 | |
| AAR Corp Stock (AIR) | 0.0 | $12k | 213.00 | 55.99 | |
| Genuine Parts Stock (GPC) | 0.0 | $12k | 100.00 | 119.14 | |
| Fomento Economico Mexicano Adr (FMX) | 0.0 | $12k | 119.00 | 97.58 | |
| Paymentus Holdings Stock (PAY) | 0.0 | $12k | 444.00 | 26.10 | |
| Beacon Roofing Supply Stock (BECN) | 0.0 | $12k | 93.00 | 123.70 | |
| Granite Construction Stock (GVA) | 0.0 | $12k | 152.00 | 75.40 | |
| Stanley Black & Decker Stock (SWK) | 0.0 | $12k | 149.00 | 76.88 | |
| Insmed Stock (INSM) | 0.0 | $11k | 149.00 | 76.29 | |
| New York Times Stock (NYT) | 0.0 | $11k | 226.00 | 49.60 | |
| Vulcan Matls Stock (VMC) | 0.0 | $11k | 48.00 | 233.29 | |
| ASML Holding NV Adr (ASML) | 0.0 | $11k | 17.00 | 652.59 | |
| Lattice Semiconductor Corp Stock (LSCC) | 0.0 | $11k | 207.00 | 52.45 | |
| Lyondellbasell Stock (LYB) | 0.0 | $11k | 151.00 | 70.37 | |
| Arrowhead Pharmaceuticals Stock (ARWR) | 0.0 | $10k | 820.00 | 12.74 | |
| Onto Innovation Stock (ONTO) | 0.0 | $10k | 86.00 | 121.34 | |
| Ishares Us Financial Services Etf Etf (IYG) | 0.0 | $10k | 132.00 | 78.55 | |
| Avery Dennison Corp Stock (AVY) | 0.0 | $10k | 58.00 | 177.97 | |
| Vontier Corporation Stock (VNT) | 0.0 | $10k | 313.00 | 32.85 | |
| Sitime Corp Stock (SITM) | 0.0 | $10k | 67.00 | 152.87 | |
| Avalonbay Cmntys Reit (AVB) | 0.0 | $10k | 47.00 | 214.62 | |
| Entegris Stock (ENTG) | 0.0 | $10k | 115.00 | 87.57 | |
| Clean Harbors Stock (CLH) | 0.0 | $10k | 51.00 | 197.16 | |
| Matador Res Stock (MTDR) | 0.0 | $9.9k | 193.00 | 51.09 | |
| Liveramp Hldgs Stock (RAMP) | 0.0 | $9.7k | 371.00 | 26.14 | |
| Extra Space Storage Reit (EXR) | 0.0 | $9.7k | 65.00 | 148.49 | |
| Gitlab Inc Class A Stock (GTLB) | 0.0 | $9.6k | 205.00 | 47.00 | |
| Cdw Corp Stock (CDW) | 0.0 | $9.6k | 60.00 | 160.27 | |
| Ppl Corp Stock (PPL) | 0.0 | $9.6k | 265.00 | 36.11 | |
| Coty Stock (COTY) | 0.0 | $9.5k | 1.7k | 5.47 | |
| iShares Gold Trust Etf (IAU) | 0.0 | $9.5k | 161.00 | 58.96 | |
| SunLife Financial Stock (SLF) | 0.0 | $9.4k | 165.00 | 57.26 | |
| Warner Bros. Discovery Stock (WBD) | 0.0 | $9.4k | 879.00 | 10.73 | |
| Teledyne Technologies Stock (TDY) | 0.0 | $9.4k | 19.00 | 495.37 | |
| WisdomTree India Earnings ETF Etf (EPI) | 0.0 | $9.3k | 212.00 | 43.71 | |
| Caseys Gen Stores Stock (CASY) | 0.0 | $9.1k | 21.00 | 435.38 | |
| Mercadolibre Stock (MELI) | 0.0 | $8.9k | 5.00 | 1773.80 | |
| Pinnacle Finl Partners Stock (PNFP) | 0.0 | $8.8k | 83.00 | 106.04 | |
| Shift4 Pmts Inc Cl A Stock (FOUR) | 0.0 | $8.7k | 107.00 | 81.71 | |
| First Trust Preferred ETF Etf (FPE) | 0.0 | $8.6k | 487.00 | 17.59 | |
| Alcon Stock (ALC) | 0.0 | $8.5k | 90.00 | 94.93 | |
| Regal Rexnord Corporation Stock (RRX) | 0.0 | $8.5k | 75.00 | 113.72 | |
| Api Group Corp Com Stk Stock (APG) | 0.0 | $8.5k | 238.00 | 35.76 | |
| Red Rock Resorts Inc Cl A Stock (RRR) | 0.0 | $8.4k | 194.00 | 43.37 | |
| Procore Technologies Stock (PCOR) | 0.0 | $8.3k | 126.00 | 66.02 | |
| Phreesia Stock (PHR) | 0.0 | $8.2k | 322.00 | 25.56 | |
| Couchbase Stock | 0.0 | $8.2k | 522.00 | 15.75 | |
| Healthequity Stock (HQY) | 0.0 | $8.2k | 93.00 | 88.37 | |
| Haemonetics Corp Mass Stock (HAE) | 0.0 | $8.2k | 129.00 | 63.55 | |
| Cenovus Energy Stock (CVE) | 0.0 | $8.2k | 588.00 | 13.91 | |
| Ascendis Pharma A/s Adr (ASND) | 0.0 | $8.1k | 52.00 | 155.87 | |
| Cava Group Stock (CAVA) | 0.0 | $8.0k | 93.00 | 86.41 | |
| Monday Stock (MNDY) | 0.0 | $8.0k | 33.00 | 243.15 | |
| Astrazeneca Adr (AZN) | 0.0 | $8.0k | 109.00 | 73.50 | |
| Lululemon Athletica Stock (LULU) | 0.0 | $7.9k | 28.00 | 283.07 | |
| Cae Stock (CAE) | 0.0 | $7.9k | 321.00 | 24.59 | |
| American States Water Stock (AWR) | 0.0 | $7.9k | 100.00 | 78.68 | |
| Liberty Energy Inc Com Cl A Stock (LBRT) | 0.0 | $7.9k | 497.00 | 15.83 | |
| Hartford Insurance Group Stock (HIG) | 0.0 | $7.9k | 63.00 | 124.65 | |
| Aaon Inc Com Par $0.004 Stock (AAON) | 0.0 | $7.8k | 100.00 | 78.13 | |
| Confluent Inc Class A Stock (CFLT) | 0.0 | $7.7k | 329.00 | 23.44 | |
| Ncino Stock (NCNO) | 0.0 | $7.6k | 276.00 | 27.47 | |
| Simply Good Foods Stock (SMPL) | 0.0 | $7.6k | 219.00 | 34.49 | |
| BHP Group ADS Adr (BHP) | 0.0 | $7.5k | 154.00 | 48.54 | |
| International Paper Stock (IP) | 0.0 | $7.5k | 140.00 | 53.35 | |
| Viatris Stock (VTRS) | 0.0 | $7.5k | 856.00 | 8.71 | |
| Wingstop Stock (WING) | 0.0 | $7.4k | 33.00 | 225.58 | |
| Servicetitan Inc Shs Cl A Stock (TTAN) | 0.0 | $7.4k | 78.00 | 95.12 | |
| Rio Tinto Adr (RIO) | 0.0 | $7.4k | 123.00 | 60.08 | |
| Corpay Stock (CPAY) | 0.0 | $7.3k | 21.00 | 349.67 | |
| Banco Bilbao Vizcaya Argentari Adr (BBVA) | 0.0 | $7.3k | 538.00 | 13.62 | |
| Parker-hannifin Corp Stock (PH) | 0.0 | $7.3k | 12.00 | 607.83 | |
| Arch Cap Group Ltd Ord Stock (ACGL) | 0.0 | $7.3k | 76.00 | 95.89 | |
| M/i Homes Stock (MHO) | 0.0 | $7.2k | 63.00 | 114.17 | |
| Rbc Bearings Stock (RBC) | 0.0 | $7.1k | 22.00 | 321.77 | |
| Liberty Broadband Cl C Stock (LBRDK) | 0.0 | $7.1k | 83.00 | 85.05 | |
| Robo Global Robotics & Automation ETF Etf (ROBO) | 0.0 | $7.0k | 136.00 | 51.50 | |
| Alaska Air Group Stock (ALK) | 0.0 | $7.0k | 142.00 | 49.22 | |
| Walgreens Boots Alliance Stock | 0.0 | $6.7k | 600.00 | 11.17 | |
| Freshworks Inc Class A Stock (FRSH) | 0.0 | $6.6k | 470.00 | 14.11 | |
| Occidental Petr Stock (OXY) | 0.0 | $6.6k | 133.00 | 49.36 | |
| Kraft Heinz Stock (KHC) | 0.0 | $6.5k | 212.00 | 30.43 | |
| Boot Barn Hldgs Stock (BOOT) | 0.0 | $6.3k | 59.00 | 107.42 | |
| Privia Health Group Stock (PRVA) | 0.0 | $6.3k | 281.00 | 22.45 | |
| iShares Global Clean Energy Etf (ICLN) | 0.0 | $6.3k | 550.00 | 11.42 | |
| Inspire Med Sys Stock (INSP) | 0.0 | $6.2k | 39.00 | 159.28 | |
| Blue Owl Capital Inc Com Cl A Stock (OWL) | 0.0 | $6.1k | 305.00 | 20.04 | |
| Legalzoom Stock (LZ) | 0.0 | $6.0k | 702.00 | 8.61 | |
| Willscot Hldgs Corp Com Cl A Stock (WSC) | 0.0 | $5.8k | 210.00 | 27.80 | |
| Merus N V Stock (MRUS) | 0.0 | $5.8k | 138.00 | 42.09 | |
| Nnn Reit Reit (NNN) | 0.0 | $5.8k | 136.00 | 42.65 | |
| Allegiant Travel Stock (ALGT) | 0.0 | $5.7k | 111.00 | 51.65 | |
| Webster Financial Stock (WBS) | 0.0 | $5.7k | 111.00 | 51.55 | |
| Dynatrace Stock (DT) | 0.0 | $5.7k | 121.00 | 47.15 | |
| Lithia Mtrs Stock (LAD) | 0.0 | $5.6k | 19.00 | 293.53 | |
| Mohawk Inds Stock (MHK) | 0.0 | $5.5k | 49.00 | 113.02 | |
| Steris Plc Shs Usd Stock (STE) | 0.0 | $5.5k | 24.00 | 230.62 | |
| Credicorp Stock (BAP) | 0.0 | $5.4k | 29.00 | 187.86 | |
| Sps Comm Stock (SPSC) | 0.0 | $5.4k | 41.00 | 132.73 | |
| Public Storage Oper Reit (PSA) | 0.0 | $5.4k | 18.00 | 299.28 | |
| Western Alliance Bancorp Stock (WAL) | 0.0 | $5.4k | 70.00 | 76.83 | |
| Expedia Group Stock (EXPE) | 0.0 | $5.4k | 32.00 | 167.84 | |
| Crown Hldgs Stock (CCK) | 0.0 | $5.4k | 60.00 | 89.35 | |
| Ferguson Enterprises Stock (FERG) | 0.0 | $5.3k | 33.00 | 161.09 | |
| Rexford Indl Rlty Reit (REXR) | 0.0 | $5.2k | 132.00 | 39.15 | |
| Rubrik Inc. Cl A Stock (RBRK) | 0.0 | $5.1k | 84.00 | 60.98 | |
| Raymond James Finl Stock (RJF) | 0.0 | $5.1k | 37.00 | 137.86 | |
| Intapp Stock (INTA) | 0.0 | $5.0k | 85.00 | 58.38 | |
| Zto Express Cayman Inc Sponsored Ads A Adr (ZTO) | 0.0 | $4.8k | 243.00 | 19.84 | |
| Argenx Se Adr (ARGX) | 0.0 | $4.8k | 8.00 | 601.88 | |
| Zoominfo Technologies Stock (GTM) | 0.0 | $4.8k | 477.00 | 10.00 | |
| Silicon Laboratories Stock (SLAB) | 0.0 | $4.6k | 41.00 | 112.56 | |
| Eastman Chem Stock (EMN) | 0.0 | $4.6k | 52.00 | 88.67 | |
| Equitable Hldgs Stock (EQH) | 0.0 | $4.5k | 87.00 | 51.93 | |
| Vistra Stock (VST) | 0.0 | $4.5k | 38.00 | 118.42 | |
| Alkami Technology Stock (ALKT) | 0.0 | $4.4k | 168.00 | 26.25 | |
| Idexx Labs Stock (IDXX) | 0.0 | $4.4k | 10.00 | 438.40 | |
| Tri Pointe Homes Stock (TPH) | 0.0 | $4.3k | 135.00 | 31.92 | |
| Light & Wonder Stock (LNW) | 0.0 | $4.3k | 50.00 | 86.14 | |
| Jfrog Ltd Ord Stock (FROG) | 0.0 | $4.3k | 133.00 | 32.00 | |
| Biohaven Stock (BHVN) | 0.0 | $4.2k | 175.00 | 24.04 | |
| Tenet Healthcare Corp Stock (THC) | 0.0 | $4.1k | 30.00 | 136.70 | |
| Avepoint Inc Com Cl A Stock (AVPT) | 0.0 | $4.1k | 284.00 | 14.44 | |
| Canadian Natl Ry Stock (CNI) | 0.0 | $4.1k | 42.00 | 97.45 | |
| Service Corp Intl Stock (SCI) | 0.0 | $4.1k | 51.00 | 79.57 | |
| Loar Holdings Stock (LOAR) | 0.0 | $4.0k | 56.00 | 70.64 | |
| Carnival Corp Stock (CCL) | 0.0 | $3.9k | 200.00 | 19.53 | |
| Vodafone Group Adr (VOD) | 0.0 | $3.8k | 410.00 | 9.37 | |
| Genmab A/s Adr (GMAB) | 0.0 | $3.8k | 196.00 | 19.58 | |
| Invesco S&p 500 Low Volatility Etf Etf (SPLV) | 0.0 | $3.8k | 51.00 | 74.73 | |
| Live Nation Entertainment Stock (LYV) | 0.0 | $3.8k | 29.00 | 130.03 | |
| Infinity Nat Res Inc Com Cl A Stock (INR) | 0.0 | $3.6k | 194.00 | 18.75 | |
| Flywire Corporation Com Vtg Stock (FLYW) | 0.0 | $3.6k | 379.00 | 9.50 | |
| Apogee Therapeutics Stock (APGE) | 0.0 | $3.6k | 96.00 | 37.36 | |
| Ross Stores Stock (ROST) | 0.0 | $3.5k | 28.00 | 125.75 | |
| Everest Group Stock (EG) | 0.0 | $3.5k | 9.00 | 383.44 | |
| Oddity Tech Ltd Shs Cl A Stock (ODD) | 0.0 | $3.4k | 79.00 | 43.27 | |
| Microchip Technology Stock (MCHP) | 0.0 | $3.3k | 69.00 | 48.48 | |
| Lumentum Hldgs Stock (LITE) | 0.0 | $3.3k | 53.00 | 62.34 | |
| Grail Stock (GRAL) | 0.0 | $3.3k | 129.00 | 25.54 | |
| XPeng Adr (XPEV) | 0.0 | $3.1k | 150.00 | 20.72 | |
| Portillos Inc Com Cl A Stock (PTLO) | 0.0 | $3.0k | 253.00 | 11.89 | |
| Madden Steven Stock (SHOO) | 0.0 | $3.0k | 112.00 | 26.64 | |
| Herc Hldgs Stock (HRI) | 0.0 | $3.0k | 22.00 | 134.27 | |
| Archrock Stock (AROC) | 0.0 | $2.9k | 110.00 | 26.24 | |
| Diamondback Energy Stock (FANG) | 0.0 | $2.9k | 18.00 | 159.94 | |
| Neogenomics Stock (NEO) | 0.0 | $2.8k | 294.00 | 9.49 | |
| Day One Biopharmaceuticals Stock (DAWN) | 0.0 | $2.7k | 342.00 | 7.93 | |
| Ceribell Stock (CBLL) | 0.0 | $2.7k | 141.00 | 19.21 | |
| Viavi Solutions Stock (VIAV) | 0.0 | $2.7k | 242.00 | 11.19 | |
| Fifth Third Bancorp Stock (FITB) | 0.0 | $2.7k | 68.00 | 39.38 | |
| Qorvo Stock (QRVO) | 0.0 | $2.6k | 37.00 | 71.57 | |
| Centessa Pharmaceuticals Adr (CNTA) | 0.0 | $2.6k | 184.00 | 14.38 | |
| Mattel Stock (MAT) | 0.0 | $2.6k | 133.00 | 19.43 | |
| Vertiv Holdings Co Com Cl A Stock (VRT) | 0.0 | $2.6k | 36.00 | 71.50 | |
| Syndax Pharmaceuticals Stock (SNDX) | 0.0 | $2.6k | 209.00 | 12.29 | |
| Keysight Technologies Stock (KEYS) | 0.0 | $2.6k | 17.00 | 150.82 | |
| Bigcommerce Hldgs Inc Com Ser 1 Stock (CMRC) | 0.0 | $2.6k | 444.00 | 5.76 | |
| American Strategic Investment Reit (NYC) | 0.0 | $2.5k | 224.00 | 11.20 | |
| Sirius Xm Radio Stock (SIRI) | 0.0 | $2.4k | 106.00 | 22.55 | |
| Coinbase Global Inc Com Cl A Stock (COIN) | 0.0 | $2.3k | 14.00 | 167.57 | |
| Vaxcyte Stock (PCVX) | 0.0 | $2.3k | 61.00 | 37.75 | |
| Genedx Holdings Corp Com Cl A Stock (WGS) | 0.0 | $2.3k | 26.00 | 88.58 | |
| Pebblebrook Hotel Tr Reit (PEB) | 0.0 | $2.3k | 223.00 | 10.13 | |
| Avantor Stock (AVTR) | 0.0 | $2.2k | 137.00 | 16.21 | |
| Bio-techne Corp Stock (TECH) | 0.0 | $2.1k | 36.00 | 58.64 | |
| Janux Therapeutics Stock (JANX) | 0.0 | $2.1k | 78.00 | 27.00 | |
| Tidewater Stock (TDW) | 0.0 | $2.0k | 47.00 | 42.28 | |
| Cytokinetics Stock (CYTK) | 0.0 | $2.0k | 49.00 | 40.18 | |
| Greenwich LifeSciences Stock (GLSI) | 0.0 | $1.9k | 200.00 | 9.54 | |
| Kestra Med Technologies Stock (KMTS) | 0.0 | $1.8k | 72.00 | 24.92 | |
| Bentley Sys Inc Com Cl B Stock (BSY) | 0.0 | $1.5k | 37.00 | 39.84 | |
| Eyepoint Pharmaceuticals Stock (EYPT) | 0.0 | $1.4k | 264.00 | 5.42 | |
| Dyne Therapeutics Stock (DYN) | 0.0 | $1.3k | 125.00 | 10.46 | |
| American Eagle Outfitters Stock (AEO) | 0.0 | $1.3k | 112.00 | 11.62 | |
| Nerdy Stock (NRDY) | 0.0 | $1.3k | 913.00 | 1.42 | |
| Seagate Technology Hldngs PLC Ord Stock (STX) | 0.0 | $1.3k | 15.00 | 84.93 | |
| Twist Bioscience Corp Stock (TWST) | 0.0 | $1.3k | 32.00 | 39.25 | |
| Nebius Group N.v. Shs Class A Stock (NBIS) | 0.0 | $1.2k | 59.00 | 21.10 | |
| Cg Oncology Stock (CGON) | 0.0 | $1.2k | 49.00 | 24.49 | |
| Repay Hldgs Corp Com Cl A Stock (RPAY) | 0.0 | $1.1k | 205.00 | 5.57 | |
| DraftKings Stock (DKNG) | 0.0 | $1.1k | 34.00 | 32.85 | |
| Ats Corporation Stock (ATS) | 0.0 | $1.1k | 43.00 | 24.93 | |
| Sba Communications Corp New Cl A Reit (SBAC) | 0.0 | $1.0k | 5.00 | 208.80 | |
| Moderna Stock (MRNA) | 0.0 | $992.001500 | 35.00 | 28.34 | |
| Cullinan Therapeutics Stock (CGEM) | 0.0 | $960.996300 | 127.00 | 7.57 | |
| PTC Stock (PTC) | 0.0 | $925.999800 | 6.00 | 154.33 | |
| Structure Therapeutics Adr (GPCR) | 0.0 | $710.001100 | 41.00 | 17.32 | |
| Alarm.Com Stock (ALRM) | 0.0 | $612.000400 | 11.00 | 55.64 | |
| Resideo Technologies Stock (REZI) | 0.0 | $549.000700 | 31.00 | 17.71 | |
| Cryoport Inc Com Par $0.001 Stock (CYRX) | 0.0 | $425.999000 | 70.00 | 6.09 | |
| BioXcel Therapeutics Stock (BTAI) | 0.0 | $324.992000 | 160.00 | 2.03 | |
| Ultragenyx Pharmaceutical Stock (RARE) | 0.0 | $290.000000 | 8.00 | 36.25 | |
| Embecta Stock (EMBC) | 0.0 | $64.000000 | 5.00 | 12.80 | |
| Virgin Galactic Holdings Stock (SPCE) | 0.0 | $15.000000 | 5.00 | 3.00 | |
| iShares MSCI EAFE Etf (EFA) | 0.0 | $0 | 23k | 0.00 | |
| American International Group Stock (AIG) | 0.0 | $0 | 0 | 0.00 | |
| Cohen & Steers Quality Income Realty Fund Cef (RQI) | 0.0 | $0 | 0 | 0.00 | |
| Ocean Power Technologies Stock (OPTT) | 0.0 | $0 | 1.00 | 0.00 |