Washington Trust Advisors as of June 30, 2025
Portfolio Holdings for Washington Trust Advisors
Washington Trust Advisors holds 635 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 |
|---|---|---|---|---|---|
| Quanta Services Stock (PWR) | 5.8 | $71M | 188k | 378.08 | |
| Apple Stock (AAPL) | 5.0 | $62M | 301k | 205.17 | |
| Meta Platforms Stock (META) | 4.6 | $57M | 77k | 738.09 | |
| Palo Alto Networks Stock (PANW) | 4.2 | $51M | 250k | 204.64 | |
| Visa Stock (V) | 4.1 | $51M | 144k | 355.05 | |
| Amazon Stock (AMZN) | 3.9 | $48M | 220k | 219.39 | |
| Booking Holdings Stock (BKNG) | 3.7 | $46M | 8.1k | 5649.07 | |
| Alphabet Cl C Stock (GOOG) | 3.2 | $39M | 221k | 177.43 | |
| Berkshire Hathaway B Stock (BRK.B) | 3.1 | $38M | 78k | 485.77 | |
| Deere & Co Stock (DE) | 2.8 | $35M | 69k | 508.49 | |
| ResMed Stock (RMD) | 2.7 | $33M | 128k | 258.00 | |
| Nvidia Stock (NVDA) | 2.5 | $31M | 193k | 157.99 | |
| Alphabet Cl A Stock (GOOGL) | 2.5 | $30M | 173k | 176.23 | |
| Uber Technologies Stock (UBER) | 2.3 | $29M | 305k | 93.30 | |
| Microsoft Stock (MSFT) | 1.9 | $24M | 48k | 497.41 | |
| Jacobs Solutions Stock (J) | 1.8 | $22M | 167k | 131.45 | |
| IQVIA Holdings Stock (IQV) | 1.7 | $22M | 137k | 157.59 | |
| Schwab Fundamental U.S. Large Company ETF Etf (FNDX) | 1.6 | $19M | 780k | 24.54 | |
| Air Products Stock (APD) | 1.5 | $19M | 67k | 282.05 | |
| Walt Disney Company Stock (DIS) | 1.5 | $18M | 145k | 124.01 | |
| Starbucks Stock (SBUX) | 1.4 | $17M | 187k | 91.63 | |
| PepsiCo Stock (PEP) | 1.4 | $17M | 127k | 132.04 | |
| Becton Dickinson Stock (BDX) | 1.3 | $17M | 96k | 172.25 | |
| Regeneron Pharmaceuticals Stock (REGN) | 1.3 | $16M | 30k | 525.00 | |
| Zebra Tech Stock (ZBRA) | 1.3 | $15M | 50k | 308.36 | |
| Brookfield Renewable Corp Stock (BEPC) | 1.1 | $14M | 426k | 32.78 | |
| Vanguard S&P 500 Index Fd ETF Etf (VOO) | 1.1 | $14M | 24k | 568.03 | |
| Snowflake Stock (SNOW) | 1.1 | $13M | 58k | 223.77 | |
| Veeva Systems Stock (VEEV) | 1.1 | $13M | 45k | 287.98 | |
| American Tower Reit (AMT) | 1.0 | $12M | 55k | 221.02 | |
| Chewy Stock (CHWY) | 1.0 | $12M | 279k | 42.62 | |
| Ecolab Stock (ECL) | 0.9 | $12M | 43k | 269.78 | |
| Intuitive Surgical Stock (ISRG) | 0.8 | $9.8M | 18k | 543.70 | |
| Vanguard Growth ETF Etf (VUG) | 0.8 | $9.4M | 22k | 438.40 | |
| JP Morgan Chase Stock (JPM) | 0.7 | $9.1M | 31k | 289.91 | |
| Nike Stock (NKE) | 0.7 | $9.0M | 127k | 71.04 | |
| Exxon Mobil Stock (XOM) | 0.7 | $9.0M | 83k | 107.80 | |
| Edwards Lifesciences Stock (EW) | 0.7 | $8.8M | 113k | 78.21 | |
| Invitation Homes Reit (INVH) | 0.7 | $8.8M | 268k | 32.80 | |
| SPDR Tr Etf (SPY) | 0.7 | $8.4M | 14k | 617.86 | |
| WalMart Stock (WMT) | 0.7 | $8.3M | 85k | 97.78 | |
| Xylem Stock (XYL) | 0.7 | $8.3M | 64k | 129.36 | |
| PayPal Stock (PYPL) | 0.7 | $8.2M | 110k | 74.32 | |
| Sphere Entertainment Stock (SPHR) | 0.7 | $8.0M | 192k | 41.80 | |
| Schwab Fundamental International Equity ETF Etf (FNDF) | 0.6 | $7.4M | 185k | 40.02 | |
| Alexandria Real Estate Equities Reit (ARE) | 0.6 | $7.2M | 99k | 72.63 | |
| Johnson & Johnson Stock (JNJ) | 0.6 | $7.0M | 46k | 152.75 | |
| Ibm Stock (IBM) | 0.5 | $6.4M | 22k | 294.78 | |
| Kinder Morgan Stock (KMI) | 0.5 | $5.9M | 202k | 29.40 | |
| Vanguard Value Index Etf (VTV) | 0.5 | $5.7M | 32k | 176.74 | |
| Penumbra Stock (PEN) | 0.4 | $5.3M | 21k | 252.95 | |
| iShares IBOXX High Yield Bond Index Etf (HYG) | 0.4 | $5.0M | 61k | 80.65 | |
| Automatic Data Stock (ADP) | 0.3 | $4.0M | 13k | 308.40 | |
| Vanguard Total Stock VIPERS Etf (VTI) | 0.3 | $4.0M | 13k | 303.93 | |
| Cisco Systems Stock (CSCO) | 0.3 | $3.7M | 54k | 69.38 | |
| Abbott Labs Stock (ABT) | 0.3 | $3.7M | 27k | 136.01 | |
| Berkshire Hathaway A Stock (BRK.A) | 0.3 | $3.6M | 5.00 | 728800.00 | |
| Coca Cola Stock (KO) | 0.3 | $3.6M | 51k | 70.75 | |
| Vanguard FTSE Dev Markets Etf (VEA) | 0.3 | $3.4M | 60k | 57.01 | |
| AbbVie Stock (ABBV) | 0.3 | $3.2M | 17k | 185.62 | |
| Proctor & Gamble Stock (PG) | 0.2 | $2.9M | 18k | 159.32 | |
| Schwab US TIPS ETF Etf (SCHP) | 0.2 | $2.8M | 106k | 26.68 | |
| Vanguard Tax-Exempt Bond ETF Etf (VTEB) | 0.2 | $2.8M | 57k | 49.03 | |
| Diageo Adr (DEO) | 0.2 | $2.8M | 27k | 100.84 | |
| Home Depot Stock (HD) | 0.2 | $2.6M | 7.0k | 366.64 | |
| Eaton Stock (ETN) | 0.2 | $2.5M | 7.1k | 357.26 | |
| Vail Resorts Stock (MTN) | 0.2 | $2.5M | 16k | 157.13 | |
| Vanguard Mid-Cap Value ETF Etf (VOE) | 0.2 | $2.5M | 15k | 164.46 | |
| Vanguard Small-Cap ETF Etf (VB) | 0.2 | $2.5M | 11k | 236.98 | |
| Align Technology Stock (ALGN) | 0.2 | $2.4M | 13k | 189.33 | |
| United Parcel Service Stock (UPS) | 0.2 | $2.2M | 22k | 101.17 | |
| iShares MSCI EAFE Etf (EFA) | 0.2 | $2.0M | 23k | 89.39 | |
| GE Aerospace Stock (GE) | 0.2 | $2.0M | 7.8k | 257.32 | |
| Vanguard Total Bond Market ETF Etf (BND) | 0.2 | $2.0M | 27k | 73.64 | |
| DocuSign Stock (DOCU) | 0.2 | $1.9M | 25k | 77.89 | |
| Evercore Partners Stock (EVR) | 0.2 | $1.9M | 7.0k | 270.03 | |
| Vanguard Mid-Cap Growth ETF Etf (VOT) | 0.2 | $1.9M | 6.7k | 284.39 | |
| American Express Stock (AXP) | 0.2 | $1.9M | 5.9k | 318.98 | |
| Vanguard Short Term Corp Bond Index Etf (VCSH) | 0.1 | $1.7M | 21k | 79.50 | |
| Lowe's Stock (LOW) | 0.1 | $1.5M | 6.8k | 221.87 | |
| Raytheon Technologies Stock (RTX) | 0.1 | $1.5M | 10k | 146.02 | |
| BlackRock Stock (BLK) | 0.1 | $1.4M | 1.4k | 1049.26 | |
| iShares Russell Growth Etf (IWF) | 0.1 | $1.4M | 3.3k | 424.58 | |
| Globus Medical Stock (GMED) | 0.1 | $1.4M | 24k | 59.02 | |
| iShares S&P 500 Etf (IVV) | 0.1 | $1.4M | 2.2k | 620.88 | |
| DFA US Core Equity ETF Etf (DFAU) | 0.1 | $1.3M | 32k | 42.36 | |
| Brookfield Corp Stock (BN) | 0.1 | $1.3M | 21k | 61.85 | |
| GE Vernova Stock (GEV) | 0.1 | $1.3M | 2.4k | 528.71 | |
| Moody's Stock (MCO) | 0.1 | $1.3M | 2.6k | 501.59 | |
| iShares Core MSCI EAFE Etf (IEFA) | 0.1 | $1.2M | 15k | 83.48 | |
| McDonald's Stock (MCD) | 0.1 | $1.2M | 4.2k | 292.17 | |
| iShares MSCI Emerging Markets Etf (EEM) | 0.1 | $1.2M | 25k | 48.24 | |
| FedEx Stock (FDX) | 0.1 | $1.2M | 5.2k | 227.31 | |
| CSW Industrials Stock (CSW) | 0.1 | $1.2M | 4.1k | 286.83 | |
| Schwab US Dividend Equity ETF Etf (SCHD) | 0.1 | $1.1M | 42k | 26.50 | |
| Thermo Fisher Scientific Stock (TMO) | 0.1 | $1.1M | 2.7k | 405.46 | |
| Union Pacific Stock (UNP) | 0.1 | $1.1M | 4.8k | 230.08 | |
| Pfizer Stock (PFE) | 0.1 | $1.1M | 45k | 24.24 | |
| Caterpillar Stock (CAT) | 0.1 | $1.0M | 2.7k | 388.19 | |
| Vanguard Small-Cap Growth ETF Etf (VBK) | 0.1 | $1.0M | 3.8k | 276.94 | |
| Emerson Electric Stock (EMR) | 0.1 | $1.0M | 7.8k | 133.33 | |
| iShares Core S&P Mid Cap Etf (IJH) | 0.1 | $1.0M | 17k | 62.02 | |
| Philip Morris Int'l Stock (PM) | 0.1 | $965k | 5.3k | 182.13 | |
| Icon Stock (ICLR) | 0.1 | $891k | 6.1k | 147.05 | |
| ChevronTexaco Stock (CVX) | 0.1 | $891k | 6.2k | 143.19 | |
| Lilly Stock (LLY) | 0.1 | $891k | 1.1k | 779.08 | |
| Tesla Stock (TSLA) | 0.1 | $861k | 2.7k | 317.66 | |
| Vanguard Emerging Markets Etf (VWO) | 0.1 | $854k | 17k | 49.46 | |
| iShares iBonds Dec 2025 Term Treasury ETF Etf (IBTF) | 0.1 | $838k | 36k | 23.36 | |
| ARM Holdings Adr (ARM) | 0.1 | $808k | 5.0k | 161.74 | |
| Aptiv Stock (APTV) | 0.1 | $771k | 11k | 68.22 | |
| Costco Companies Stock (COST) | 0.1 | $750k | 758.00 | 989.94 | |
| Schwab Fundamental U.S. Small Company ETF Etf (FNDA) | 0.1 | $727k | 25k | 28.65 | |
| Prologis Reit (PLD) | 0.1 | $722k | 6.9k | 105.12 | |
| PPG Stock (PPG) | 0.1 | $720k | 6.3k | 113.75 | |
| DFA Core Fixed Income ETF Etf (DFCF) | 0.1 | $719k | 17k | 42.26 | |
| Merck Stock (MRK) | 0.1 | $698k | 8.8k | 79.16 | |
| Equinix Reit (EQIX) | 0.1 | $691k | 869.00 | 795.47 | |
| Goldman Sachs Stock (GS) | 0.1 | $684k | 966.00 | 707.75 | |
| iShares S&P Small Cap 600 Etf (IJR) | 0.1 | $668k | 6.1k | 109.29 | |
| Broadcom Stock (AVGO) | 0.1 | $660k | 2.4k | 275.65 | |
| Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF Etf (GSLC) | 0.1 | $653k | 5.4k | 121.38 | |
| Netflix Stock (NFLX) | 0.1 | $648k | 484.00 | 1339.12 | |
| iShares Core MSCI Emerging Markets Etf (IEMG) | 0.1 | $623k | 10k | 60.03 | |
| Invesco Nasdaq 100 ETF Etf (QQQM) | 0.0 | $595k | 2.6k | 227.10 | |
| iShares Russell 1000 Value ETF Etf (IWD) | 0.0 | $581k | 3.0k | 194.25 | |
| Itt Stock (ITT) | 0.0 | $581k | 3.7k | 156.83 | |
| Vanguard Short Term Bond Index Etf (BSV) | 0.0 | $556k | 7.1k | 78.70 | |
| NBT Bancorp Stock (NBTB) | 0.0 | $540k | 13k | 41.55 | |
| Invesco QQQ ETF Etf (QQQ) | 0.0 | $522k | 947.00 | 551.64 | |
| Oracle Stock (ORCL) | 0.0 | $521k | 2.4k | 218.63 | |
| DFA Tax Advantaged US Core Equity 2 Etf (DFAC) | 0.0 | $521k | 15k | 35.84 | |
| iShares iBonds Dec 2026 Term Treasury ETF Etf (IBTG) | 0.0 | $513k | 22k | 22.93 | |
| Schlumberger Stock (SLB) | 0.0 | $506k | 15k | 33.80 | |
| At&t Stock (T) | 0.0 | $492k | 17k | 28.94 | |
| Trane Technologies Stock (TT) | 0.0 | $489k | 1.1k | 437.02 | |
| Equifax Stock (EFX) | 0.0 | $487k | 1.9k | 259.37 | |
| DFA International Core Equity Market ETF Etf (DFAI) | 0.0 | $478k | 14k | 34.57 | |
| Schwab International Equity ETF Etf (SCHF) | 0.0 | $469k | 21k | 22.10 | |
| Texas Instruments Stock (TXN) | 0.0 | $469k | 2.3k | 207.62 | |
| Illumina Stock (ILMN) | 0.0 | $468k | 4.9k | 95.41 | |
| NextEra Energy Stock (NEE) | 0.0 | $461k | 6.6k | 69.42 | |
| Guidewire Software Stock (GWRE) | 0.0 | $459k | 2.0k | 235.45 | |
| Wells Fargo Stock (WFC) | 0.0 | $419k | 5.2k | 80.12 | |
| Palantir Technologies Stock (PLTR) | 0.0 | $415k | 3.0k | 136.32 | |
| Franklin Electric Stock (FELE) | 0.0 | $413k | 4.6k | 89.74 | |
| Carrier Global Stock (CARR) | 0.0 | $408k | 5.6k | 73.19 | |
| SPDR Gold Trust Etf (GLD) | 0.0 | $396k | 1.3k | 304.83 | |
| iShares MSCI USA Momentum Factor Etf (MTUM) | 0.0 | $385k | 1.6k | 240.32 | |
| Verizon Stock (VZ) | 0.0 | $379k | 8.8k | 43.27 | |
| iShares Core High Dividend ETF Etf (HDV) | 0.0 | $373k | 3.2k | 117.17 | |
| Qualcomm Stock (QCOM) | 0.0 | $370k | 2.3k | 159.26 | |
| Ingredion Stock (INGR) | 0.0 | $369k | 2.7k | 135.62 | |
| Vanguard Mid Cap Index Fund ETF Etf (VO) | 0.0 | $367k | 1.3k | 279.83 | |
| Vanguard Small Cap Value ETF Etf (VBR) | 0.0 | $356k | 1.8k | 194.96 | |
| Altria Stock (MO) | 0.0 | $350k | 6.0k | 58.63 | |
| Canadian Pacific Kansas City Stock (CP) | 0.0 | $346k | 4.4k | 79.27 | |
| Reinsurance Group Stock (RGA) | 0.0 | $341k | 1.7k | 198.34 | |
| DFA Tax Managed US Equity Etf (DFUS) | 0.0 | $341k | 5.1k | 67.02 | |
| Brookfield Infrastructure Partners Stock (BIP) | 0.0 | $338k | 10k | 33.50 | |
| Amgen Stock (AMGN) | 0.0 | $331k | 1.2k | 279.44 | |
| Invesco S&P Global Water Index ETF Etf (CGW) | 0.0 | $328k | 5.3k | 62.50 | |
| Arrow Financial Stock (AROW) | 0.0 | $325k | 12k | 26.42 | |
| Mondelez Stock (MDLZ) | 0.0 | $317k | 4.7k | 67.44 | |
| Broadridge Financial Solutions Stock (BR) | 0.0 | $313k | 1.3k | 243.03 | |
| Boeing Stock (BA) | 0.0 | $312k | 1.5k | 209.53 | |
| Alerian MLP ETF Etf (AMLP) | 0.0 | $300k | 6.1k | 48.86 | |
| Duke Energy Stock (DUK) | 0.0 | $296k | 2.5k | 118.00 | |
| Schwab Emerging Markets Equity ETF Etf (SCHE) | 0.0 | $291k | 9.7k | 30.14 | |
| DFA Tax-Managed US Marketwide Value Etf (DFUV) | 0.0 | $274k | 6.5k | 42.28 | |
| Dimensional U.S. Small Cap ETF Etf (DFAS) | 0.0 | $271k | 4.3k | 63.71 | |
| UnitedHealth Group Stock (UNH) | 0.0 | $271k | 867.00 | 311.97 | |
| SPDR Bloomberg 1-3 Month T-Bill ETF Etf (BIL) | 0.0 | $266k | 2.9k | 91.73 | |
| North European Royalty Trust Stock (NRT) | 0.0 | $263k | 53k | 4.93 | |
| 3M Company Stock (MMM) | 0.0 | $260k | 1.7k | 152.24 | |
| iShares Russell Mid-Cap Growth ETF Etf (IWP) | 0.0 | $258k | 1.9k | 138.68 | |
| Bank of America Stock (BAC) | 0.0 | $254k | 5.4k | 47.32 | |
| Monster Beverage Corp Stock (MNST) | 0.0 | $254k | 4.1k | 62.64 | |
| Transdigm Group Stock (TDG) | 0.0 | $252k | 166.00 | 1520.64 | |
| Waste Management Stock (WM) | 0.0 | $251k | 1.1k | 228.83 | |
| SPDR S&P Dividend ETF IV Etf (SDY) | 0.0 | $250k | 1.8k | 135.73 | |
| Amentum Holdings Stock (AMTM) | 0.0 | $245k | 10k | 23.61 | |
| Schwab Interm Gov't ETF Etf (SCHR) | 0.0 | $245k | 9.8k | 25.03 | |
| Dimensional Short-Duration Fixed Income ETF Etf (DFSD) | 0.0 | $241k | 5.0k | 48.01 | |
| Salesforce Stock (CRM) | 0.0 | $241k | 885.00 | 272.69 | |
| Brookfield Asset Management Stock (BAM) | 0.0 | $241k | 4.4k | 55.28 | |
| Ameriprise Stock (AMP) | 0.0 | $240k | 453.00 | 530.30 | |
| M & T Bank Stock (MTB) | 0.0 | $240k | 1.2k | 193.99 | |
| Bank of New York Stock (BK) | 0.0 | $238k | 2.6k | 91.11 | |
| Alliant Energy Stock (LNT) | 0.0 | $234k | 3.9k | 60.47 | |
| Nisource Stock (NI) | 0.0 | $230k | 5.7k | 40.34 | |
| Otis Worldwide Stock (OTIS) | 0.0 | $228k | 2.3k | 99.02 | |
| Bristol Myers-Squibb Stock (BMY) | 0.0 | $226k | 4.9k | 46.29 | |
| Lam Research Stock (LRCX) | 0.0 | $223k | 2.3k | 97.34 | |
| iShares S&P 500/Barra Growth Etf (IVW) | 0.0 | $221k | 2.0k | 110.10 | |
| Shell Adr (SHEL) | 0.0 | $219k | 3.1k | 70.41 | |
| Paychex Stock (PAYX) | 0.0 | $214k | 1.5k | 145.46 | |
| Allstate Stock (ALL) | 0.0 | $211k | 1.1k | 201.31 | |
| Intuit Stock (INTU) | 0.0 | $211k | 268.00 | 787.62 | |
| Curtiss Wright Stock (CW) | 0.0 | $206k | 421.00 | 488.27 | |
| Honeywell Int'l Stock (HON) | 0.0 | $203k | 871.00 | 232.88 | |
| Cognizant Tech Stock (CTSH) | 0.0 | $200k | 2.6k | 78.03 | |
| Intel Stock (INTC) | 0.0 | $198k | 8.8k | 22.40 | |
| Mastercard Stock (MA) | 0.0 | $191k | 339.00 | 561.94 | |
| Suncor Stock (SU) | 0.0 | $191k | 5.1k | 37.45 | |
| Brookfield Renewable Stock (BEP) | 0.0 | $184k | 7.2k | 25.51 | |
| Minerals Tech Stock (MTX) | 0.0 | $182k | 3.3k | 55.07 | |
| Stryker Stock (SYK) | 0.0 | $175k | 443.00 | 395.66 | |
| Invesco S&P 500 Equal Weight Etf (RSP) | 0.0 | $173k | 949.00 | 181.74 | |
| Accenture Stock (ACN) | 0.0 | $173k | 577.00 | 298.88 | |
| Invesco S&P 500 Etf (XLG) | 0.0 | $172k | 3.3k | 52.10 | |
| General Dynamics Corp Stock (GD) | 0.0 | $168k | 576.00 | 291.66 | |
| Texas Roadhouse Stock (TXRH) | 0.0 | $167k | 893.00 | 187.41 | |
| Progressive Corp Stock (PGR) | 0.0 | $160k | 599.00 | 266.86 | |
| Global X NASDAQ 100 Cov Call Etf (QYLD) | 0.0 | $159k | 9.5k | 16.72 | |
| Enbridge Stock (ENB) | 0.0 | $158k | 3.5k | 45.32 | |
| Nutrien Stock (NTR) | 0.0 | $156k | 2.7k | 58.24 | |
| Williams Cos Stock (WMB) | 0.0 | $155k | 2.5k | 62.81 | |
| U.S. Bancorp Stock (USB) | 0.0 | $155k | 3.4k | 45.25 | |
| Zoetis Stock (ZTS) | 0.0 | $155k | 991.00 | 155.95 | |
| GE Healthcare Technologies Stock (GEHC) | 0.0 | $151k | 2.0k | 74.23 | |
| VanEck Semiconductor ETF Etf (SMH) | 0.0 | $151k | 540.00 | 278.88 | |
| Chipotle Mexican Grill Stock (CMG) | 0.0 | $147k | 2.6k | 56.15 | |
| Shopify Stock (SHOP) | 0.0 | $146k | 1.3k | 115.35 | |
| iShares Russell 2000 Value ETF Etf (IWN) | 0.0 | $146k | 925.00 | 157.76 | |
| Check Point Software Stock (CHKP) | 0.0 | $144k | 650.00 | 221.25 | |
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $144k | 323.00 | 445.20 | |
| SPDR Gold Minishares Trust Etf (GLDM) | 0.0 | $143k | 2.2k | 65.52 | |
| Sempra Energy Stock (SRE) | 0.0 | $140k | 1.8k | 75.77 | |
| Morgan Stanley Stock (MS) | 0.0 | $137k | 974.00 | 140.86 | |
| United Dominion Realty Trust Reit (UDR) | 0.0 | $132k | 3.2k | 40.83 | |
| DTE Energy Stock (DTE) | 0.0 | $132k | 994.00 | 132.31 | |
| JPMorgan Ultra-Short Income ETF Etf (JPST) | 0.0 | $131k | 2.6k | 50.68 | |
| Fiserv Stock (FI) | 0.0 | $131k | 757.00 | 172.41 | |
| American Water Works Stock (AWK) | 0.0 | $131k | 938.00 | 139.11 | |
| Consol Edison Stock (ED) | 0.0 | $131k | 1.3k | 100.35 | |
| Yum Brands Stock (YUM) | 0.0 | $130k | 879.00 | 148.18 | |
| SPDR S&P 500 Fossil Fues Res ETF Etf (SPYX) | 0.0 | $130k | 2.5k | 50.93 | |
| Norfolk Southern Stock (NSC) | 0.0 | $128k | 500.00 | 255.97 | |
| Colgate Palmolive Stock (CL) | 0.0 | $123k | 1.4k | 90.90 | |
| IShares Edge MSCI Min VOL USA ETF Etf (USMV) | 0.0 | $122k | 1.3k | 93.87 | |
| Elevance Health Stock (ELV) | 0.0 | $121k | 312.00 | 388.96 | |
| Central Fund Of Canada Cef (CEF) | 0.0 | $120k | 4.0k | 30.10 | |
| Marsh & McLennan Stock (MMC) | 0.0 | $120k | 550.00 | 218.64 | |
| Vanguard Utilities ETF Etf (VPU) | 0.0 | $120k | 680.00 | 176.51 | |
| Dominion Resources Stock (D) | 0.0 | $113k | 2.0k | 56.52 | |
| Cummins Stock (CMI) | 0.0 | $112k | 343.00 | 327.50 | |
| Capital Southwest Cef (CSWC) | 0.0 | $110k | 5.0k | 22.04 | |
| Snap On Stock (SNA) | 0.0 | $109k | 350.00 | 311.18 | |
| Kimberly-Clark Stock (KMB) | 0.0 | $108k | 835.00 | 128.92 | |
| Autodesk Stock (ADSK) | 0.0 | $107k | 347.00 | 309.57 | |
| DFA Emerging Core Equity Market ETF Etf (DFAE) | 0.0 | $107k | 3.7k | 28.95 | |
| Spotify Technology A Stock (SPOT) | 0.0 | $105k | 136.00 | 769.90 | |
| Willis Towers Watson Stock (WTW) | 0.0 | $103k | 336.00 | 306.50 | |
| Sherwin Williams Stock (SHW) | 0.0 | $101k | 293.00 | 343.35 | |
| Wisdomtree International MidCap Dividend Etf (DIM) | 0.0 | $99k | 1.3k | 75.31 | |
| Advanced Micro Devices Stock (AMD) | 0.0 | $96k | 677.00 | 141.90 | |
| Servicenow Stock (NOW) | 0.0 | $95k | 92.00 | 1032.40 | |
| DFA Tax Adv World ex US Core Eq Etf (DFAX) | 0.0 | $94k | 3.2k | 29.37 | |
| iShares Nat'l Muni Bond ETF Etf (MUB) | 0.0 | $94k | 900.00 | 104.48 | |
| Vanguard Health Care Index ETF Etf (VHT) | 0.0 | $93k | 376.00 | 248.34 | |
| Invesco FTSE RAFI US 1000 ETF Etf (PRF) | 0.0 | $92k | 2.2k | 42.27 | |
| Travelers Stock (TRV) | 0.0 | $91k | 340.00 | 267.55 | |
| Unilever Adr (UL) | 0.0 | $90k | 1.5k | 61.17 | |
| CSX Stock (CSX) | 0.0 | $90k | 2.8k | 32.63 | |
| Enterprise Products Stock (EPD) | 0.0 | $90k | 2.9k | 31.01 | |
| Novartis Adr (NVS) | 0.0 | $90k | 742.00 | 121.01 | |
| Hilton Worldwide Hldgs Stock (HLT) | 0.0 | $90k | 337.00 | 266.34 | |
| PIMCO Enhanced Short Maturity Active ETF Etf (MINT) | 0.0 | $89k | 880.00 | 100.54 | |
| WisdomTree US Large Cap Dividend Etf (DLN) | 0.0 | $88k | 1.1k | 82.14 | |
| ConocoPhillips Stock (COP) | 0.0 | $86k | 962.00 | 89.74 | |
| Edison Intl Stock (EIX) | 0.0 | $86k | 1.7k | 51.60 | |
| iShares Russell Midcap Index Etf (IWR) | 0.0 | $86k | 931.00 | 92.05 | |
| Workday Inc A Stock (WDAY) | 0.0 | $82k | 342.00 | 239.87 | |
| Freeport-McMoran Stock (FCX) | 0.0 | $79k | 1.8k | 43.35 | |
| Public Service Enterprise Stock (PEG) | 0.0 | $78k | 927.00 | 84.18 | |
| Health Care Select SPDR Etf (XLV) | 0.0 | $78k | 577.00 | 134.79 | |
| Vanguard Real Estate ETF Etf (VNQ) | 0.0 | $77k | 869.00 | 89.06 | |
| First Trust Value Dividend Index ETF Etf (FVD) | 0.0 | $77k | 1.7k | 44.70 | |
| Vertiv Holdings Stock (VRT) | 0.0 | $77k | 600.00 | 128.41 | |
| Doordash Stock (DASH) | 0.0 | $75k | 306.00 | 246.51 | |
| Intercontinental Exchange Stock (ICE) | 0.0 | $75k | 411.00 | 183.47 | |
| LPL Finl Hldgs Stock (LPLA) | 0.0 | $75k | 199.00 | 375.83 | |
| Blackstone Group Stock (BX) | 0.0 | $75k | 499.00 | 149.58 | |
| Dover Stock (DOV) | 0.0 | $73k | 400.00 | 183.23 | |
| IShares Mrnstar Large Cap Grwth ETF Etf (ILCG) | 0.0 | $73k | 750.00 | 96.90 | |
| Consumer Staples Select SPDR Etf (XLP) | 0.0 | $72k | 892.00 | 80.97 | |
| Eversource Energy Stock (ES) | 0.0 | $72k | 1.1k | 63.62 | |
| Eaton Vance Enhanced Equity Income Fund II Cef (EOS) | 0.0 | $72k | 3.0k | 24.21 | |
| MidCap SPDR Trust Etf (MDY) | 0.0 | $71k | 125.00 | 566.48 | |
| Xcel Energies Stock (XEL) | 0.0 | $70k | 1.0k | 68.10 | |
| iShares S&P Small Cap 600/Barra Value Etf (IJS) | 0.0 | $69k | 694.00 | 99.49 | |
| Vanguard Short Inflation Protected ETF Etf (VTIP) | 0.0 | $69k | 1.4k | 50.27 | |
| PowerShares Water Resources Etf (PHO) | 0.0 | $69k | 980.00 | 69.91 | |
| Jefferies Finl Stock (JEF) | 0.0 | $67k | 1.2k | 54.69 | |
| PNC Financial Services Group Stock (PNC) | 0.0 | $67k | 358.00 | 186.55 | |
| Main Street Capital Corp Cef (MAIN) | 0.0 | $67k | 1.1k | 59.10 | |
| iShares MSCI EFT World Etf (URTH) | 0.0 | $67k | 393.00 | 169.42 | |
| Gilead Sciences Stock (GILD) | 0.0 | $67k | 600.00 | 110.87 | |
| Danaher Stock (DHR) | 0.0 | $66k | 336.00 | 197.54 | |
| Fair Isaac Corp Stock (FICO) | 0.0 | $64k | 35.00 | 1838.03 | |
| Medtronic Stock (MDT) | 0.0 | $64k | 736.00 | 87.17 | |
| Expeditors Int'l Stock (EXPD) | 0.0 | $62k | 545.00 | 114.40 | |
| Imperial Oil Stock (IMO) | 0.0 | $62k | 780.00 | 79.48 | |
| 3D Systems Stock (DDD) | 0.0 | $62k | 40k | 1.54 | |
| Vanguard Hi Div Yield Index ETF Etf (VYM) | 0.0 | $60k | 447.00 | 133.31 | |
| Lowes Stock (L) | 0.0 | $60k | 650.00 | 91.66 | |
| Alnylam Pharmaceuticals Stock (ALNY) | 0.0 | $59k | 182.00 | 325.96 | |
| MGE Energy Stock (MGEE) | 0.0 | $59k | 670.00 | 88.44 | |
| iShares TIPS Bond ETF Etf (TIP) | 0.0 | $59k | 536.00 | 110.04 | |
| Ingersoll Rand Stock (IR) | 0.0 | $59k | 705.00 | 83.18 | |
| iShares Core Aggressive ETF Etf (AOA) | 0.0 | $57k | 685.00 | 83.40 | |
| DuPont Stock (DD) | 0.0 | $56k | 816.00 | 68.59 | |
| Glaxo Smithkline Adr (GSK) | 0.0 | $56k | 1.5k | 38.40 | |
| Neogen Stock (NEOG) | 0.0 | $56k | 12k | 4.78 | |
| Technology Select Sector SPDR Fund Etf (XLK) | 0.0 | $55k | 217.00 | 253.23 | |
| Novo-Nordisk A S Adr (NVO) | 0.0 | $54k | 778.00 | 69.02 | |
| Howmet Aerospace Stock (HWM) | 0.0 | $53k | 283.00 | 186.36 | |
| iShares Russell Mid-Cap Value ETF Etf (IWS) | 0.0 | $52k | 394.00 | 132.21 | |
| Block Stock (XYZ) | 0.0 | $52k | 759.00 | 67.93 | |
| Cintas Stock (CTAS) | 0.0 | $51k | 227.00 | 222.70 | |
| Gatx Stock (GATX) | 0.0 | $49k | 321.00 | 153.56 | |
| Consumer Discretionary Select SPDR Etf (XLY) | 0.0 | $49k | 224.00 | 217.33 | |
| Graham Holdings Stock (GHC) | 0.0 | $47k | 50.00 | 946.18 | |
| Vanguard Extended Market Etf (VXF) | 0.0 | $47k | 245.00 | 192.71 | |
| Truist Financial Stock (TFC) | 0.0 | $47k | 1.1k | 42.99 | |
| SEI Investments Stock (SEIC) | 0.0 | $47k | 519.00 | 89.86 | |
| Gallagher Arthur J&Co Stock (AJG) | 0.0 | $46k | 144.00 | 320.01 | |
| Axon Enterprise Stock (AXON) | 0.0 | $46k | 55.00 | 832.36 | |
| KLA Tencor Stock (KLAC) | 0.0 | $45k | 50.00 | 895.74 | |
| Comcast Cl A Stock (CMCSA) | 0.0 | $45k | 1.3k | 35.69 | |
| Norwegian Cruise Lines Stock (NCLH) | 0.0 | $45k | 2.2k | 20.28 | |
| EBay Stock (EBAY) | 0.0 | $44k | 591.00 | 74.46 | |
| McKesson Corp Stock (MCK) | 0.0 | $44k | 60.00 | 731.65 | |
| Hilton Hotels 8 Adr (HLN) | 0.0 | $44k | 4.2k | 10.37 | |
| Rayonier Reit (RYN) | 0.0 | $43k | 1.9k | 22.18 | |
| Corteva Stock (CTVA) | 0.0 | $43k | 571.00 | 74.53 | |
| Applied Materials Stock (AMAT) | 0.0 | $42k | 230.00 | 183.06 | |
| iShares Russell 2000 ETF Etf (IWM) | 0.0 | $41k | 192.00 | 215.79 | |
| Weyerhaeuser Reit (WY) | 0.0 | $41k | 1.6k | 25.69 | |
| Factset Stock (FDS) | 0.0 | $41k | 91.00 | 447.27 | |
| T-Mobile US Stock (TMUS) | 0.0 | $41k | 170.00 | 238.26 | |
| Tapestry Stock (TPR) | 0.0 | $40k | 460.00 | 87.81 | |
| Charles Schwab Corp Stock (SCHW) | 0.0 | $39k | 432.00 | 91.24 | |
| Kadant Stock (KAI) | 0.0 | $39k | 123.00 | 317.45 | |
| Johnson Ctls Inl Stock (JCI) | 0.0 | $38k | 356.00 | 105.62 | |
| Brookfield Infra Partners Cl A Stock (BIPC) | 0.0 | $38k | 901.00 | 41.60 | |
| Fastenal Stock (FAST) | 0.0 | $37k | 880.00 | 42.00 | |
| Analog Devices Stock (ADI) | 0.0 | $37k | 155.00 | 238.02 | |
| MetLife Stock (MET) | 0.0 | $36k | 452.00 | 80.42 | |
| Apollo Global Mgmt Stock (APO) | 0.0 | $36k | 254.00 | 141.87 | |
| Vanguard Total World Stock ETF Etf (VT) | 0.0 | $36k | 277.00 | 128.57 | |
| CrowdStrike Stock (CRWD) | 0.0 | $35k | 69.00 | 509.30 | |
| Electronic Arts Stock (EA) | 0.0 | $34k | 214.00 | 159.70 | |
| Hasbro Stock (HAS) | 0.0 | $34k | 458.00 | 73.82 | |
| Take-Two Interactive Software Stock (TTWO) | 0.0 | $33k | 137.00 | 242.85 | |
| iShares Russell 3000 Index Etf (IWV) | 0.0 | $33k | 93.00 | 351.00 | |
| TE Connectivity Stock (TEL) | 0.0 | $33k | 193.00 | 168.67 | |
| Lockheed Martin Stock (LMT) | 0.0 | $32k | 70.00 | 463.14 | |
| SPDR Doubleline Total Return TTCL ETF Etf (TOTL) | 0.0 | $32k | 795.00 | 40.11 | |
| Royal Caribbean Cruises Stock (RCL) | 0.0 | $31k | 100.00 | 313.14 | |
| General Motors Stock (GM) | 0.0 | $31k | 635.00 | 49.21 | |
| ASML Holding NV Adr (ASML) | 0.0 | $31k | 39.00 | 791.16 | |
| Capital One Stock (COF) | 0.0 | $30k | 143.00 | 212.76 | |
| Capital Group Dividend Value ETF Etf (CGDV) | 0.0 | $30k | 747.00 | 39.49 | |
| F5 Networks Stock (FFIV) | 0.0 | $29k | 100.00 | 294.32 | |
| On Hldg Ag Namen Akt A Stock (ONON) | 0.0 | $29k | 564.00 | 52.05 | |
| Pinterest Stock (PINS) | 0.0 | $29k | 814.00 | 35.88 | |
| Adobe Systems Stock (ADBE) | 0.0 | $29k | 74.00 | 386.88 | |
| Essex Property Trust Reit (ESS) | 0.0 | $29k | 101.00 | 283.40 | |
| CVS Caremark Stock (CVS) | 0.0 | $29k | 413.00 | 68.98 | |
| Campbell Soup Stock (CPB) | 0.0 | $28k | 900.00 | 30.65 | |
| CME Group Stock (CME) | 0.0 | $27k | 99.00 | 275.62 | |
| Vanguard Dividend Appreciation ETF Etf (VIG) | 0.0 | $26k | 128.00 | 204.67 | |
| Baker Hughes Stock (BKR) | 0.0 | $26k | 682.00 | 38.34 | |
| Axsome Therapeutics Stock (AXSM) | 0.0 | $26k | 250.00 | 104.39 | |
| Ishares Core Us Aggregate Bond Etf Etf (AGG) | 0.0 | $26k | 263.00 | 99.09 | |
| Aon Plc A Stock (AON) | 0.0 | $26k | 73.00 | 356.75 | |
| General Mills Stock (GIS) | 0.0 | $26k | 500.00 | 51.81 | |
| Flex Stock (FLEX) | 0.0 | $26k | 513.00 | 49.92 | |
| Dell Technologies Stock (DELL) | 0.0 | $25k | 206.00 | 122.60 | |
| Dow Chemical Stock (DOW) | 0.0 | $25k | 952.00 | 26.48 | |
| BWX Technologies Stock (BWXT) | 0.0 | $25k | 171.00 | 144.06 | |
| EOG Resources Stock (EOG) | 0.0 | $24k | 203.00 | 119.61 | |
| Jones Lang Lasalle Stock (JLL) | 0.0 | $24k | 93.00 | 257.04 | |
| Vanguard Long Term Gov't Bond ETF Etf (VGLT) | 0.0 | $23k | 414.00 | 56.12 | |
| Freshpet Stock (FRPT) | 0.0 | $23k | 336.00 | 67.96 | |
| Taiwan Semiconductor Adr (TSM) | 0.0 | $23k | 100.00 | 225.74 | |
| Synopsis Stock (SNPS) | 0.0 | $23k | 44.00 | 512.68 | |
| Boston Scientific Corp Stock (BSX) | 0.0 | $23k | 210.00 | 107.41 | |
| iShares U.s. Treasury Bond ETF Etf (GOVT) | 0.0 | $22k | 965.00 | 22.98 | |
| EPAM Systems Stock (EPAM) | 0.0 | $22k | 125.00 | 176.82 | |
| America Movil Sa De Cv Adr (AMX) | 0.0 | $22k | 1.2k | 17.94 | |
| Vanguard FTSE All-World Ex-U.S. Index Etf (VEU) | 0.0 | $22k | 320.00 | 67.22 | |
| TJX Cos. Stock (TJX) | 0.0 | $21k | 170.00 | 123.49 | |
| Nuveen Preferred & Income Opportunities Fund Cef (JPC) | 0.0 | $21k | 2.6k | 8.02 | |
| Zimmer Biomet Stock (ZBH) | 0.0 | $21k | 228.00 | 91.21 | |
| Southern Copper Stock (SCCO) | 0.0 | $20k | 202.00 | 101.18 | |
| Constellation Brands Inc Cl A Stock (STZ) | 0.0 | $20k | 125.00 | 162.68 | |
| Simon Property Group Reit (SPG) | 0.0 | $20k | 126.00 | 160.76 | |
| Lennar Corp Stock (LEN) | 0.0 | $20k | 183.00 | 110.61 | |
| Starwood Property Trust Reit (STWD) | 0.0 | $20k | 1.0k | 20.07 | |
| S&P Global Stock (SPGI) | 0.0 | $20k | 38.00 | 527.29 | |
| Vanguard S&P Small-Cap 600 Growth ETF Etf (VIOG) | 0.0 | $19k | 169.00 | 114.51 | |
| Sysco Corporation Stock (SYY) | 0.0 | $19k | 250.00 | 75.74 | |
| Linde Stock (LIN) | 0.0 | $19k | 40.00 | 469.18 | |
| American Elec Pwr Stock (AEP) | 0.0 | $19k | 180.00 | 103.76 | |
| Southern Stock (SO) | 0.0 | $18k | 200.00 | 91.69 | |
| TKO Group Stock (TKO) | 0.0 | $18k | 100.00 | 181.95 | |
| Corning Stock (GLW) | 0.0 | $18k | 345.00 | 52.59 | |
| HDFC Bank Adr (HDB) | 0.0 | $18k | 230.00 | 76.67 | |
| Sap Adr (SAP) | 0.0 | $18k | 58.00 | 303.10 | |
| EQT Corp Stock (EQT) | 0.0 | $18k | 301.00 | 58.32 | |
| Seagate Technology Hldngs PLC Ord Stock (STX) | 0.0 | $17k | 120.00 | 144.33 | |
| Old Dominion Freight Lines Stock (ODFL) | 0.0 | $17k | 105.00 | 162.39 | |
| Houlihan Lokey Stock (HLI) | 0.0 | $16k | 91.00 | 180.34 | |
| Cheniere Energy Stock (LNG) | 0.0 | $16k | 67.00 | 243.52 | |
| Performance Food Group Stock (PFGC) | 0.0 | $16k | 185.00 | 87.47 | |
| NetApp Stock (NTAP) | 0.0 | $16k | 150.00 | 106.55 | |
| Equitable Holdings Stock (EQH) | 0.0 | $16k | 283.00 | 56.10 | |
| Flaherty & Crumrine Preferred Securities Income Fund Cef (FFC) | 0.0 | $16k | 970.00 | 16.29 | |
| Kratos Defense & Security Solutions Stock (KTOS) | 0.0 | $16k | 336.00 | 46.45 | |
| Okta Stock (OKTA) | 0.0 | $16k | 155.00 | 99.97 | |
| Welltower Reit (WELL) | 0.0 | $15k | 100.00 | 153.73 | |
| Solventum Stock (SOLV) | 0.0 | $15k | 202.00 | 75.84 | |
| Alibaba Group Adr (BABA) | 0.0 | $15k | 135.00 | 113.41 | |
| Arcosa Stock (ACA) | 0.0 | $15k | 174.00 | 86.71 | |
| Sony Group Adr (SONY) | 0.0 | $15k | 575.00 | 26.03 | |
| Citigroup Stock (C) | 0.0 | $15k | 175.00 | 85.12 | |
| Mobile Infrastructure Corp Stock (BEEP) | 0.0 | $15k | 3.3k | 4.53 | |
| On Semiconductor Corp Stock (ON) | 0.0 | $15k | 282.00 | 52.41 | |
| AAR Corp Stock (AIR) | 0.0 | $15k | 213.00 | 68.79 | |
| Aldeyra Therapeutics Stock (ALDX) | 0.0 | $15k | 3.8k | 3.83 | |
| Textron Stock (TXT) | 0.0 | $14k | 179.00 | 80.29 | |
| SiTime Corp Stock (SITM) | 0.0 | $14k | 67.00 | 213.07 | |
| Granite Construction Stock (GVA) | 0.0 | $14k | 152.00 | 93.51 | |
| Bellring Brands Stock (BRBR) | 0.0 | $14k | 242.00 | 57.93 | |
| Integer Holdings Corp Stock (ITGR) | 0.0 | $14k | 114.00 | 122.97 | |
| Agilent Technologies Stock (A) | 0.0 | $14k | 118.00 | 118.01 | |
| Henry Schein Stock (HSIC) | 0.0 | $14k | 190.00 | 73.05 | |
| Utilities Select Sector SPDR Fund Etf (XLU) | 0.0 | $14k | 168.00 | 81.66 | |
| Realty Income Reit (O) | 0.0 | $13k | 233.00 | 57.61 | |
| Ishares Silver Trust Index Fund Etf (SLV) | 0.0 | $13k | 400.00 | 32.81 | |
| Costar Group Stock (CSGP) | 0.0 | $13k | 162.00 | 80.60 | |
| International Flavors & Fragrance Stock (IFF) | 0.0 | $13k | 177.00 | 73.55 | |
| Arrowhead Pharmaceuticals Stock (ARWR) | 0.0 | $13k | 820.00 | 15.80 | |
| Couchbase Stock | 0.0 | $13k | 522.00 | 24.38 | |
| Microchip Technology Stock (MCHP) | 0.0 | $13k | 181.00 | 70.29 | |
| API Group Corp Stock (APG) | 0.0 | $13k | 249.00 | 51.05 | |
| Cooper Companies Stock (COO) | 0.0 | $13k | 178.00 | 71.16 | |
| New York Times Stock (NYT) | 0.0 | $13k | 226.00 | 55.98 | |
| Liveramp Hldgs Stock (RAMP) | 0.0 | $12k | 371.00 | 33.04 | |
| Fomento Economico Mexicano Adr (FMX) | 0.0 | $12k | 119.00 | 102.98 | |
| Genuine Parts Stock (GPC) | 0.0 | $12k | 100.00 | 121.31 | |
| Northrup Grumman Corp Stock (NOC) | 0.0 | $12k | 24.00 | 500.00 | |
| Mercadolibre Stock (MELI) | 0.0 | $12k | 5.00 | 2376.40 | |
| Parker-hannifin Corp Stock (PH) | 0.0 | $12k | 17.00 | 698.47 | |
| AvalonBay Communities Reit (AVB) | 0.0 | $12k | 58.00 | 203.50 | |
| Clean Harbors Stock (CLH) | 0.0 | $12k | 51.00 | 231.25 | |
| Vontier Corporation Stock (VNT) | 0.0 | $12k | 313.00 | 36.90 | |
| Wingstop Stock (WING) | 0.0 | $11k | 33.00 | 336.73 | |
| Regal Rexnord Corp Stock (RRX) | 0.0 | $11k | 77.00 | 144.10 | |
| Caseys Gen Stores Stock (CASY) | 0.0 | $11k | 22.00 | 499.00 | |
| SunLife Financial Stock (SLF) | 0.0 | $11k | 165.00 | 66.45 | |
| Paymentus Holdings Stock (PAY) | 0.0 | $11k | 332.00 | 32.75 | |
| Insmed Stock (INSM) | 0.0 | $11k | 108.00 | 100.64 | |
| Teledyne Technologies Stock (TDY) | 0.0 | $11k | 21.00 | 509.57 | |
| Manulife Financial Stock (MFC) | 0.0 | $11k | 330.00 | 31.96 | |
| Onto Innovation Stock (ONTO) | 0.0 | $10k | 103.00 | 100.93 | |
| Monday.Com Stock (MNDY) | 0.0 | $10k | 33.00 | 314.48 | |
| Vulcan Matls Stock (VMC) | 0.0 | $10k | 39.00 | 260.82 | |
| Lattice Semiconductor Corp Stock (LSCC) | 0.0 | $10k | 207.00 | 48.99 | |
| PPL Corp Stock (PPL) | 0.0 | $10k | 299.00 | 33.89 | |
| Red Rock Resorts Stock (RRR) | 0.0 | $10k | 194.00 | 52.03 | |
| Warner Bros. Discovery Stock (WBD) | 0.0 | $10k | 879.00 | 11.46 | |
| WisdomTree India Earnings ETF Etf (EPI) | 0.0 | $10k | 212.00 | 47.47 | |
| iShares Gold Trust Etf (IAU) | 0.0 | $10k | 161.00 | 62.36 | |
| Confluent Inc A Stock (CFLT) | 0.0 | $10k | 402.00 | 24.93 | |
| HealthEquity Stock (HQY) | 0.0 | $9.7k | 93.00 | 104.76 | |
| Yum China Holdings Stock (YUMC) | 0.0 | $9.7k | 217.00 | 44.71 | |
| Haemonetics Corp Stock (HAE) | 0.0 | $9.6k | 129.00 | 74.61 | |
| Extra Space Storage Reit (EXR) | 0.0 | $9.6k | 65.00 | 147.45 | |
| ServiceTitan Stock (TTAN) | 0.0 | $9.5k | 89.00 | 107.18 | |
| L3Harris Technologies Ord Stock (LHX) | 0.0 | $9.5k | 38.00 | 250.84 | |
| Best Buy Stock (BBY) | 0.0 | $9.3k | 138.00 | 67.13 | |
| WillScot Holdings Stock (WSC) | 0.0 | $9.3k | 338.00 | 27.40 | |
| GitLab Stock (GTLB) | 0.0 | $9.2k | 205.00 | 45.11 | |
| Matador Resources Stock (MTDR) | 0.0 | $9.2k | 193.00 | 47.72 | |
| Pinnacle Finl Partners Stock (PNFP) | 0.0 | $9.2k | 83.00 | 110.41 | |
| Phreesia Stock (PHR) | 0.0 | $9.2k | 322.00 | 28.46 | |
| Freshworks Inc A Stock (FRSH) | 0.0 | $9.1k | 607.00 | 14.91 | |
| Ishares Us Financial Services Etf Etf (IYG) | 0.0 | $9.0k | 105.00 | 85.60 | |
| Ascendis Pharma Adr (ASND) | 0.0 | $9.0k | 52.00 | 172.60 | |
| Boot Barn Hldgs Stock (BOOT) | 0.0 | $9.0k | 59.00 | 152.00 | |
| Crown Hldgs Stock (CCK) | 0.0 | $8.9k | 86.00 | 103.02 | |
| Privia Health Group Stock (PRVA) | 0.0 | $8.9k | 385.00 | 23.00 | |
| Public Storage Oper Reit (PSA) | 0.0 | $8.8k | 30.00 | 293.43 | |
| Aaon Stock (AAON) | 0.0 | $8.8k | 119.00 | 73.75 | |
| Lyondellbasell Stock (LYB) | 0.0 | $8.7k | 151.00 | 57.83 | |
| First Trust Preferred ETF Etf (FPE) | 0.0 | $8.7k | 487.00 | 17.80 | |
| Procore Technologies Stock (PCOR) | 0.0 | $8.6k | 126.00 | 68.42 | |
| Rbc Bearings Stock (RBC) | 0.0 | $8.5k | 22.00 | 384.82 | |
| Hartford Insurance Group Stock (HIG) | 0.0 | $8.4k | 67.00 | 125.96 | |
| Banco Bilbao Vizcaya Argentari Adr (BBVA) | 0.0 | $8.3k | 538.00 | 15.37 | |
| Liberty Broadband Cl C Stock (LBRDK) | 0.0 | $8.2k | 83.00 | 98.39 | |
| Robo Global Robotics & Automation ETF Etf (ROBO) | 0.0 | $8.1k | 136.00 | 59.78 | |
| Coty Stock (COTY) | 0.0 | $8.1k | 1.7k | 4.65 | |
| Cenovus Energy Stock (CVE) | 0.0 | $8.0k | 588.00 | 13.60 | |
| Alcon Stock (ALC) | 0.0 | $7.9k | 90.00 | 88.28 | |
| Cava Group Stock (CAVA) | 0.0 | $7.8k | 93.00 | 84.23 | |
| Ncino Stock (NCNO) | 0.0 | $7.7k | 276.00 | 27.97 | |
| American States Water Stock (AWR) | 0.0 | $7.7k | 100.00 | 76.66 | |
| Shift4 Pmts Inc Cl A Stock (FOUR) | 0.0 | $7.6k | 77.00 | 99.10 | |
| Astrazeneca Adr (AZN) | 0.0 | $7.6k | 109.00 | 69.88 | |
| Arch Cap Group Ltd Ord Stock (ACGL) | 0.0 | $7.5k | 82.00 | 91.39 | |
| Vistra Stock (VST) | 0.0 | $7.5k | 39.00 | 192.10 | |
| BHP Group ADS Adr (BHP) | 0.0 | $7.4k | 154.00 | 48.09 | |
| Target Stock (TGT) | 0.0 | $7.4k | 75.00 | 98.65 | |
| Dynatrace Stock (DT) | 0.0 | $7.3k | 133.00 | 55.21 | |
| Viatris Stock (VTRS) | 0.0 | $7.3k | 818.00 | 8.93 | |
| Merus N V Stock (MRUS) | 0.0 | $7.3k | 138.00 | 52.60 | |
| Rubrik Stock (RBRK) | 0.0 | $7.3k | 81.00 | 89.59 | |
| iShares Global Clean Energy Etf (ICLN) | 0.0 | $7.2k | 550.00 | 13.11 | |
| Rio Tinto Adr (RIO) | 0.0 | $7.2k | 123.00 | 58.33 | |
| DraftKings Stock (DKNG) | 0.0 | $7.1k | 165.00 | 42.89 | |
| M/i Homes Stock (MHO) | 0.0 | $7.1k | 63.00 | 112.13 | |
| Applovin Corp Stock (APP) | 0.0 | $7.0k | 20.00 | 351.50 | |
| Alaska Air Group Stock (ALK) | 0.0 | $7.0k | 142.00 | 49.48 | |
| Light & Wonder Stock (LNW) | 0.0 | $7.0k | 73.00 | 95.75 | |
| Simply Good Foods Stock (SMPL) | 0.0 | $6.9k | 219.00 | 31.59 | |
| Dick's Sporting Goods Stock (DKS) | 0.0 | $6.9k | 35.00 | 197.40 | |
| Walgreens Boots Alliance Stock | 0.0 | $6.9k | 600.00 | 11.48 | |
| Cable One Stock (CABO) | 0.0 | $6.8k | 50.00 | 135.82 | |
| Ferguson Enterprises Stock (FERG) | 0.0 | $6.7k | 31.00 | 217.74 | |
| Netease Adr (NTES) | 0.0 | $6.7k | 50.00 | 134.72 | |
| Lululemon Athletica Stock (LULU) | 0.0 | $6.7k | 28.00 | 237.57 | |
| Raymond James Finl Stock (RJF) | 0.0 | $6.6k | 43.00 | 154.42 | |
| Grail Stock (GRAL) | 0.0 | $6.6k | 129.00 | 51.42 | |
| Blue Owl Capital Inc Com Cl A Stock (OWL) | 0.0 | $6.6k | 342.00 | 19.21 | |
| Credicorp Stock (BAP) | 0.0 | $6.5k | 29.00 | 225.55 | |
| Biomarin Paharmaceutical Stock (BMRN) | 0.0 | $6.4k | 117.00 | 54.97 | |
| Lithia Mtrs Stock (LAD) | 0.0 | $6.4k | 19.00 | 337.84 | |
| Legalzoom Stock (LZ) | 0.0 | $6.3k | 702.00 | 8.91 | |
| Cae Stock (CAE) | 0.0 | $6.1k | 209.00 | 29.27 | |
| Allegiant Travel Stock (ALGT) | 0.0 | $6.1k | 111.00 | 54.95 | |
| Webster Financial Stock (WBS) | 0.0 | $6.1k | 111.00 | 54.60 | |
| Silicon Laboratories Stock (SLAB) | 0.0 | $6.0k | 41.00 | 147.37 | |
| Marvell Technology Stock (MRVL) | 0.0 | $6.0k | 78.00 | 77.40 | |
| Oddity Tech Ltd Shs Cl A Stock (ODD) | 0.0 | $6.0k | 79.00 | 75.47 | |
| PTC Stock (PTC) | 0.0 | $5.9k | 35.00 | 169.91 | |
| Corpay Stock (CPAY) | 0.0 | $5.9k | 18.00 | 329.06 | |
| Nnn Reit Reit (NNN) | 0.0 | $5.9k | 136.00 | 43.18 | |
| Steris Plc Shs Usd Stock (STE) | 0.0 | $5.9k | 24.00 | 244.46 | |
| Jfrog Ltd Ord Stock (FROG) | 0.0 | $5.8k | 133.00 | 43.88 | |
| Liberty Energy Inc Com Cl A Stock (LBRT) | 0.0 | $5.7k | 497.00 | 11.48 | |
| Ats Corporation Stock (ATS) | 0.0 | $5.7k | 178.00 | 31.88 | |
| Carnival Corp Stock (CCL) | 0.0 | $5.6k | 200.00 | 28.12 | |
| Sps Comm Stock (SPSC) | 0.0 | $5.6k | 41.00 | 136.10 | |
| Avepoint Inc Com Cl A Stock (AVPT) | 0.0 | $5.5k | 284.00 | 19.31 | |
| Kraft Heinz Stock (KHC) | 0.0 | $5.5k | 212.00 | 25.82 | |
| Western Alliance Bancorp Stock (WAL) | 0.0 | $5.5k | 70.00 | 77.99 | |
| Expedia Group Stock (EXPE) | 0.0 | $5.4k | 32.00 | 168.44 | |
| Tenet Healthcare Corp Stock (THC) | 0.0 | $5.4k | 30.00 | 178.87 | |
| Coinbase Global Inc Com Cl A Stock (COIN) | 0.0 | $5.2k | 15.00 | 349.67 | |
| P T Telekomunikasi Indonesia Adr (TLK) | 0.0 | $5.2k | 304.00 | 16.94 | |
| Service Corp Intl Stock (SCI) | 0.0 | $5.1k | 63.00 | 81.11 | |
| Alkami Technology Stock (ALKT) | 0.0 | $5.1k | 168.00 | 30.14 | |
| Inspire Med Sys Stock (INSP) | 0.0 | $5.1k | 39.00 | 129.77 | |
| Lumentum Hldgs Stock (LITE) | 0.0 | $5.0k | 53.00 | 95.06 | |
| Sba Communications Corp New Cl A Reit (SBAC) | 0.0 | $5.0k | 21.00 | 238.24 | |
| Argenx Se Adr (ARGX) | 0.0 | $5.0k | 9.00 | 555.33 | |
| Qorvo Stock (QRVO) | 0.0 | $5.0k | 59.00 | 84.49 | |
| Madden Steven Stock (SHOO) | 0.0 | $4.8k | 202.00 | 23.98 | |
| Zoominfo Technologies Stock (GTM) | 0.0 | $4.8k | 477.00 | 10.12 | |
| Resideo Technologies Stock (REZI) | 0.0 | $4.8k | 217.00 | 22.06 | |
| Eastman Chem Stock (EMN) | 0.0 | $4.8k | 64.00 | 74.41 | |
| Insulet Corp Stock (PODD) | 0.0 | $4.5k | 14.00 | 319.86 | |
| Flywire Corporation Com Vtg Stock (FLYW) | 0.0 | $4.4k | 379.00 | 11.70 | |
| Intapp Stock (INTA) | 0.0 | $4.4k | 85.00 | 51.62 | |
| Vodafone Group Adr (VOD) | 0.0 | $4.4k | 410.00 | 10.66 | |
| Canadian National Railway Stock (CNI) | 0.0 | $4.4k | 42.00 | 104.05 | |
| Live Nation Entertainment Stock (LYV) | 0.0 | $4.4k | 29.00 | 150.66 | |
| Tri Pointe Homes Stock (TPH) | 0.0 | $4.3k | 135.00 | 31.95 | |
| Apogee Therapeutics Stock (APGE) | 0.0 | $4.2k | 96.00 | 43.43 | |
| Genmab A/s Adr (GMAB) | 0.0 | $4.0k | 196.00 | 20.66 | |
| Ross Stores Stock (ROST) | 0.0 | $3.9k | 31.00 | 126.48 | |
| Infinity Nat Res Inc Com Cl A Stock (INR) | 0.0 | $3.6k | 194.00 | 18.31 | |
| Nebius Group N.v. Shs Class A Stock (NBIS) | 0.0 | $3.3k | 59.00 | 55.32 | |
| Everest Group Stock (EG) | 0.0 | $3.2k | 9.00 | 358.67 | |
| Portillos Inc Com Cl A Stock (PTLO) | 0.0 | $3.0k | 253.00 | 11.67 | |
| Fifth Third Bancorp Stock (FITB) | 0.0 | $2.9k | 72.00 | 40.94 | |
| American Strategic Investment Reit (NYC) | 0.0 | $2.9k | 224.00 | 13.14 | |
| Herc Hldgs Stock (HRI) | 0.0 | $2.9k | 22.00 | 131.68 | |
| Ultragenyx Pharmaceutical Stock (RARE) | 0.0 | $2.9k | 79.00 | 36.57 | |
| Archrock Stock (AROC) | 0.0 | $2.7k | 110.00 | 24.83 | |
| XPeng Adr (XPEV) | 0.0 | $2.7k | 150.00 | 17.88 | |
| Ceribell Stock (CBLL) | 0.0 | $2.6k | 141.00 | 18.73 | |
| Mattel Stock (MAT) | 0.0 | $2.6k | 133.00 | 19.72 | |
| Eyepoint Pharmaceuticals Stock (EYPT) | 0.0 | $2.5k | 264.00 | 9.41 | |
| Biohaven Stock (BHVN) | 0.0 | $2.5k | 175.00 | 14.11 | |
| Sirius Xm Radio Stock (SIRI) | 0.0 | $2.4k | 106.00 | 22.97 | |
| Centessa Pharmaceuticals Adr (CNTA) | 0.0 | $2.4k | 184.00 | 13.14 | |
| Genedx Holdings Corp Com Cl A Stock (WGS) | 0.0 | $2.4k | 26.00 | 92.31 | |
| Avantor Stock (AVTR) | 0.0 | $2.2k | 166.00 | 13.46 | |
| Pebblebrook Hotel Tr Reit (PEB) | 0.0 | $2.2k | 223.00 | 9.99 | |
| Day One Biopharmaceuticals Stock (DAWN) | 0.0 | $2.2k | 342.00 | 6.50 | |
| Bigcommerce Hldgs Inc Com Ser 1 Stock (CMRC) | 0.0 | $2.2k | 444.00 | 5.00 | |
| Sailpoint Stock (SAIL) | 0.0 | $2.2k | 95.00 | 22.86 | |
| Tidewater Stock (TDW) | 0.0 | $2.2k | 47.00 | 46.13 | |
| Neogenomics Stock (NEO) | 0.0 | $2.1k | 294.00 | 7.31 | |
| Bentley Sys Inc Com Cl B Stock (BSY) | 0.0 | $2.0k | 37.00 | 54.65 | |
| Vaxcyte Stock (PCVX) | 0.0 | $2.0k | 61.00 | 32.51 | |
| Syndax Pharmaceuticals Stock (SNDX) | 0.0 | $2.0k | 209.00 | 9.36 | |
| Ryanair Holdings Adr (RYAAY) | 0.0 | $1.9k | 33.00 | 57.67 | |
| Greenwich LifeSciences Stock (GLSI) | 0.0 | $1.8k | 200.00 | 9.07 | |
| Janux Therapeutics Stock (JANX) | 0.0 | $1.8k | 78.00 | 23.10 | |
| Cytokinetics Stock (CYTK) | 0.0 | $1.6k | 49.00 | 33.04 | |
| Nerdy Stock (NRDY) | 0.0 | $1.5k | 913.00 | 1.63 | |
| Titan Amer Sa Common Shares Stock (TTAM) | 0.0 | $1.5k | 119.00 | 12.48 | |
| Cg Oncology Stock (CGON) | 0.0 | $1.3k | 49.00 | 26.00 | |
| Kestra Med Technologies Stock (KMTS) | 0.0 | $1.2k | 72.00 | 16.58 | |
| Dyne Therapeutics Stock (DYN) | 0.0 | $1.2k | 125.00 | 9.52 | |
| Twist Bioscience Corp Stock (TWST) | 0.0 | $1.2k | 32.00 | 36.78 | |
| Repay Hldgs Corp Com Cl A Stock (RPAY) | 0.0 | $987.997500 | 205.00 | 4.82 | |
| Moderna Stock (MRNA) | 0.0 | $966.000000 | 35.00 | 27.60 | |
| Cullinan Therapeutics Stock (CGEM) | 0.0 | $956.005200 | 127.00 | 7.53 | |
| Structure Therapeutics Adr (GPCR) | 0.0 | $849.999700 | 41.00 | 20.73 | |
| International Paper Stock (IP) | 0.0 | $842.999400 | 18.00 | 46.83 | |
| Cryoport Inc Com Par $0.001 Stock (CYRX) | 0.0 | $521.997000 | 70.00 | 7.46 | |
| Diamondback Energy Stock (FANG) | 0.0 | $494.000000 | 4.00 | 123.50 | |
| BioXcel Therapeutics Stock (BTAI) | 0.0 | $290.000000 | 160.00 | 1.81 | |
| Mohawk Inds Stock (MHK) | 0.0 | $230.000000 | 2.00 | 115.00 | |
| Embecta Stock (EMBC) | 0.0 | $48.000000 | 5.00 | 9.60 | |
| Virgin Galactic Holdings Stock (SPCE) | 0.0 | $14.000000 | 5.00 | 2.80 | |
| Ocean Power Technologies Stock (OPTT) | 0.0 | $0 | 1.00 | 0.00 |
