West Branch Capital as of June 30, 2024
Portfolio Holdings for West Branch Capital
West Branch Capital holds 429 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 11.9 | $32M | 152k | 210.62 | |
NVIDIA Corporation (NVDA) | 11.5 | $31M | 251k | 123.54 | |
Microsoft Corporation (MSFT) | 8.8 | $24M | 53k | 446.95 | |
Alphabet Cap Stk Cl A (GOOGL) | 5.7 | $15M | 84k | 182.15 | |
Amazon (AMZN) | 5.6 | $15M | 79k | 193.25 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.6 | $12M | 23k | 544.23 | |
Moog CL B (MOG.B) | 3.7 | $9.9M | 60k | 165.50 | |
Procter & Gamble Company (PG) | 3.6 | $9.6M | 58k | 164.92 | |
JPMorgan Chase & Co. (JPM) | 2.4 | $6.5M | 32k | 202.26 | |
UnitedHealth (UNH) | 2.1 | $5.6M | 11k | 509.27 | |
Abbvie (ABBV) | 1.9 | $5.0M | 29k | 171.52 | |
Visa Com Cl A (V) | 1.9 | $5.0M | 19k | 262.47 | |
Oracle Corporation (ORCL) | 1.9 | $5.0M | 36k | 141.20 | |
Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $4.8M | 8.8k | 547.20 | |
Wal-Mart Stores (WMT) | 1.6 | $4.4M | 65k | 67.71 | |
Home Depot (HD) | 1.5 | $4.1M | 12k | 344.24 | |
Eli Lilly & Co. (LLY) | 1.5 | $3.9M | 4.3k | 905.28 | |
Broadcom (AVGO) | 1.4 | $3.8M | 2.4k | 1605.59 | |
Johnson & Johnson (JNJ) | 1.3 | $3.5M | 24k | 146.16 | |
Exxon Mobil Corporation (XOM) | 1.2 | $3.2M | 28k | 115.12 | |
Meta Platforms Cl A (META) | 1.0 | $2.6M | 5.2k | 504.25 | |
Mastercard Incorporated Cl A (MA) | 1.0 | $2.6M | 6.0k | 441.17 | |
Adobe Systems Incorporated (ADBE) | 0.9 | $2.4M | 4.4k | 555.50 | |
Pepsi (PEP) | 0.9 | $2.4M | 14k | 164.93 | |
Merck & Co (MRK) | 0.9 | $2.3M | 19k | 123.80 | |
Costco Wholesale Corporation (COST) | 0.8 | $2.2M | 2.6k | 849.84 | |
McDonald's Corporation (MCD) | 0.8 | $2.1M | 8.4k | 254.85 | |
Coca-Cola Company (KO) | 0.7 | $1.9M | 30k | 63.65 | |
Cisco Systems (CSCO) | 0.7 | $1.8M | 38k | 47.51 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $1.7M | 9.2k | 182.53 | |
Abbott Laboratories (ABT) | 0.6 | $1.6M | 16k | 103.91 | |
Bank of America Corporation (BAC) | 0.6 | $1.6M | 41k | 39.77 | |
Booking Holdings (BKNG) | 0.6 | $1.5M | 389.00 | 3964.55 | |
Moog Cl A (MOG.A) | 0.6 | $1.5M | 8.9k | 167.30 | |
Thermo Fisher Scientific (TMO) | 0.6 | $1.5M | 2.7k | 552.96 | |
Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.3M | 7.1k | 183.42 | |
Chevron Corporation (CVX) | 0.4 | $1.1M | 7.4k | 156.43 | |
BlackRock | 0.4 | $1.0M | 1.3k | 787.12 | |
Union Pacific Corporation (UNP) | 0.4 | $967k | 4.3k | 226.24 | |
Lockheed Martin Corporation (LMT) | 0.3 | $905k | 1.9k | 467.04 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $905k | 2.2k | 406.80 | |
Automatic Data Processing (ADP) | 0.3 | $880k | 3.7k | 238.66 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $832k | 7.0k | 118.59 | |
Comcast Corp Cl A (CMCSA) | 0.3 | $802k | 21k | 39.16 | |
Netflix (NFLX) | 0.3 | $720k | 1.1k | 674.96 | |
Eaton Corp SHS (ETN) | 0.2 | $660k | 2.1k | 313.55 | |
Tesla Motors (TSLA) | 0.2 | $627k | 3.2k | 197.88 | |
M&T Bank Corporation (MTB) | 0.2 | $627k | 4.1k | 151.36 | |
Wells Fargo & Company (WFC) | 0.2 | $614k | 10k | 59.39 | |
Linde SHS (LIN) | 0.2 | $559k | 1.3k | 438.92 | |
Corning Incorporated (GLW) | 0.2 | $541k | 14k | 38.85 | |
Nike CL B (NKE) | 0.2 | $541k | 7.2k | 75.37 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $536k | 5.3k | 100.84 | |
Gilead Sciences (GILD) | 0.2 | $521k | 7.6k | 68.61 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $503k | 1.7k | 303.44 | |
Metropcs Communications (TMUS) | 0.2 | $473k | 2.7k | 176.18 | |
Amgen (AMGN) | 0.2 | $466k | 1.5k | 312.42 | |
salesforce (CRM) | 0.2 | $442k | 1.7k | 257.14 | |
SYSCO Corporation (SYY) | 0.2 | $439k | 6.1k | 71.39 | |
Qualcomm (QCOM) | 0.2 | $425k | 2.1k | 199.19 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $410k | 3.5k | 118.78 | |
Microchip Technology (MCHP) | 0.2 | $406k | 4.4k | 91.50 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $384k | 5.0k | 77.14 | |
General Motors Company (GM) | 0.1 | $361k | 7.8k | 46.46 | |
Advanced Micro Devices (AMD) | 0.1 | $341k | 2.1k | 162.21 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $333k | 2.6k | 127.50 | |
CSX Corporation (CSX) | 0.1 | $333k | 10k | 33.45 | |
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.1 | $328k | 3.2k | 102.98 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $320k | 3.3k | 97.07 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $291k | 1.1k | 267.53 | |
Arthur J. Gallagher & Co. (AJG) | 0.1 | $266k | 1.0k | 259.31 | |
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $262k | 2.5k | 102.78 | |
Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $250k | 11k | 22.22 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $247k | 1.4k | 182.01 | |
Raytheon Technologies Corp (RTX) | 0.1 | $243k | 2.4k | 100.37 | |
Intuitive Surgical Com New (ISRG) | 0.1 | $231k | 520.00 | 444.85 | |
Ishares Gold Tr Ishares New (IAU) | 0.1 | $220k | 5.0k | 43.93 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $216k | 1.2k | 182.47 | |
Ishares Tr Short Treas Bd (SHV) | 0.1 | $211k | 1.9k | 110.51 | |
American Express Company (AXP) | 0.1 | $205k | 884.00 | 231.55 | |
Duke Energy Corp Com New (DUK) | 0.1 | $204k | 2.0k | 100.23 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $203k | 557.00 | 364.51 | |
Norfolk Southern (NSC) | 0.1 | $199k | 928.00 | 214.80 | |
At&t (T) | 0.1 | $198k | 10k | 19.11 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $196k | 512.00 | 383.19 | |
Walt Disney Company (DIS) | 0.1 | $184k | 1.9k | 99.28 | |
Hp (HPQ) | 0.1 | $182k | 5.2k | 35.02 | |
Mccormick & Co Com Non Vtg (MKC) | 0.1 | $179k | 2.5k | 70.94 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $178k | 877.00 | 202.81 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $172k | 345.00 | 499.56 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $167k | 956.00 | 174.47 | |
Ishares Tr S&p 100 Etf (OEF) | 0.1 | $161k | 609.00 | 264.20 | |
Verizon Communications (VZ) | 0.1 | $159k | 3.8k | 41.24 | |
Ishares Tr Core Div Grwth (DGRO) | 0.1 | $152k | 2.6k | 57.61 | |
United Parcel Service CL B (UPS) | 0.1 | $151k | 1.1k | 136.80 | |
Caterpillar (CAT) | 0.1 | $150k | 450.00 | 333.10 | |
Unilever Spon Adr New (UL) | 0.1 | $150k | 2.7k | 54.99 | |
Consolidated Edison (ED) | 0.1 | $143k | 1.6k | 89.42 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $141k | 1.6k | 88.10 | |
Prologis (PLD) | 0.1 | $139k | 1.2k | 112.31 | |
Unum (UNM) | 0.1 | $139k | 2.7k | 51.11 | |
Danaher Corporation (DHR) | 0.1 | $137k | 548.00 | 249.92 | |
Chubb (CB) | 0.0 | $134k | 526.00 | 255.13 | |
General Dynamics Corporation (GD) | 0.0 | $131k | 450.00 | 290.14 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $128k | 267.00 | 479.11 | |
Nextera Energy (NEE) | 0.0 | $125k | 1.8k | 70.81 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $125k | 904.00 | 138.23 | |
Citigroup Com New (C) | 0.0 | $125k | 2.0k | 63.45 | |
International Business Machines (IBM) | 0.0 | $125k | 720.00 | 172.95 | |
Bristol Myers Squibb (BMY) | 0.0 | $118k | 2.9k | 41.53 | |
Kla Corp Com New (KLAC) | 0.0 | $115k | 140.00 | 824.51 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $115k | 1.2k | 92.54 | |
Astronics Corporation (ATRO) | 0.0 | $114k | 5.7k | 20.03 | |
Emerson Electric (EMR) | 0.0 | $114k | 1.0k | 110.16 | |
Canadian Natl Ry (CNI) | 0.0 | $112k | 950.00 | 118.13 | |
Cigna Corp (CI) | 0.0 | $112k | 339.00 | 330.57 | |
Genuine Parts Company (GPC) | 0.0 | $112k | 807.00 | 138.32 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $111k | 2.2k | 51.08 | |
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) | 0.0 | $110k | 5.9k | 18.58 | |
Vanguard World Inf Tech Etf (VGT) | 0.0 | $103k | 179.00 | 576.59 | |
Clorox Company (CLX) | 0.0 | $101k | 742.00 | 136.53 | |
Agilon Health (AGL) | 0.0 | $101k | 15k | 6.54 | |
Ishares Tr Core Msci Total (IXUS) | 0.0 | $101k | 1.5k | 67.58 | |
Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $100k | 1.7k | 57.94 | |
Air Products & Chemicals (APD) | 0.0 | $99k | 382.00 | 258.05 | |
Pfizer (PFE) | 0.0 | $98k | 3.5k | 27.98 | |
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $97k | 2.3k | 41.53 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $94k | 885.00 | 106.66 | |
Shell Spon Ads (SHEL) | 0.0 | $94k | 1.3k | 72.18 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $90k | 396.00 | 226.23 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $88k | 484.00 | 182.40 | |
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $88k | 1.7k | 53.13 | |
Servicenow (NOW) | 0.0 | $84k | 107.00 | 786.67 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $84k | 857.00 | 98.17 | |
Sempra Energy (SRE) | 0.0 | $78k | 1.0k | 76.04 | |
Intel Corporation (INTC) | 0.0 | $75k | 2.4k | 30.97 | |
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $74k | 360.00 | 204.94 | |
Uber Technologies (UBER) | 0.0 | $73k | 1.0k | 72.68 | |
Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $72k | 323.00 | 223.81 | |
Honeywell International (HON) | 0.0 | $72k | 335.00 | 213.54 | |
Centene Corporation (CNC) | 0.0 | $72k | 1.1k | 66.30 | |
Lululemon Athletica (LULU) | 0.0 | $71k | 239.00 | 298.70 | |
Mondelez Intl Cl A (MDLZ) | 0.0 | $71k | 1.1k | 65.44 | |
Paychex (PAYX) | 0.0 | $71k | 595.00 | 118.56 | |
PNC Financial Services (PNC) | 0.0 | $66k | 425.00 | 155.48 | |
Ameriprise Financial (AMP) | 0.0 | $65k | 153.00 | 427.20 | |
Digimarc Corporation (DMRC) | 0.0 | $62k | 2.0k | 31.01 | |
Philip Morris International (PM) | 0.0 | $61k | 600.00 | 101.33 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $59k | 1.0k | 58.54 | |
Texas Instruments Incorporated (TXN) | 0.0 | $59k | 301.00 | 194.53 | |
Republic Services (RSG) | 0.0 | $58k | 300.00 | 194.34 | |
Allstate Corporation (ALL) | 0.0 | $55k | 346.00 | 159.66 | |
Kellogg Company (K) | 0.0 | $55k | 950.00 | 57.68 | |
Altria (MO) | 0.0 | $55k | 1.2k | 45.55 | |
Archer Daniels Midland Company (ADM) | 0.0 | $54k | 893.00 | 60.45 | |
Colgate-Palmolive Company (CL) | 0.0 | $53k | 550.00 | 97.04 | |
American Tower Reit (AMT) | 0.0 | $53k | 271.00 | 194.38 | |
Ge Aerospace Com New (GE) | 0.0 | $49k | 311.00 | 158.98 | |
Trane Technologies SHS (TT) | 0.0 | $49k | 150.00 | 328.93 | |
State Street Corporation (STT) | 0.0 | $48k | 650.00 | 74.00 | |
Royal Caribbean Cruises (RCL) | 0.0 | $48k | 300.00 | 159.43 | |
Deere & Company (DE) | 0.0 | $48k | 128.00 | 373.63 | |
Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $45k | 210.00 | 214.20 | |
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $44k | 179.00 | 246.07 | |
Skyworks Solutions (SWKS) | 0.0 | $43k | 405.00 | 106.69 | |
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $43k | 200.00 | 215.01 | |
Select Sector Spdr Tr Communication (XLC) | 0.0 | $43k | 499.00 | 85.66 | |
S&p Global (SPGI) | 0.0 | $42k | 94.00 | 446.00 | |
Equity Residential Sh Ben Int (EQR) | 0.0 | $42k | 600.00 | 69.34 | |
AFLAC Incorporated (AFL) | 0.0 | $41k | 458.00 | 89.23 | |
Us Bancorp Del Com New (USB) | 0.0 | $41k | 1.0k | 39.70 | |
American Water Works (AWK) | 0.0 | $40k | 313.00 | 129.16 | |
Douglas Dynamics (PLOW) | 0.0 | $40k | 1.7k | 23.40 | |
Airbnb Com Cl A (ABNB) | 0.0 | $40k | 261.00 | 151.89 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $39k | 148.00 | 263.31 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $39k | 440.00 | 88.48 | |
Phillips 66 (PSX) | 0.0 | $39k | 275.00 | 141.17 | |
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $39k | 2.0k | 19.22 | |
Carrier Global Corporation (CARR) | 0.0 | $37k | 590.00 | 63.08 | |
Ishares Tr Ibonds 24 Trm Ts | 0.0 | $36k | 1.5k | 23.98 | |
West Pharmaceutical Services (WST) | 0.0 | $35k | 105.00 | 329.39 | |
Devon Energy Corporation (DVN) | 0.0 | $33k | 702.00 | 47.40 | |
BP Sponsored Adr (BP) | 0.0 | $33k | 901.00 | 36.10 | |
First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $32k | 335.00 | 95.53 | |
CVS Caremark Corporation (CVS) | 0.0 | $32k | 540.00 | 59.06 | |
Entegris (ENTG) | 0.0 | $31k | 230.00 | 135.40 | |
Morgan Stanley Com New (MS) | 0.0 | $31k | 318.00 | 97.19 | |
Lamb Weston Hldgs (LW) | 0.0 | $31k | 366.00 | 84.08 | |
Ishares Msci Israel Etf (EIS) | 0.0 | $30k | 500.00 | 60.71 | |
Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $30k | 292.00 | 103.27 | |
Middlesex Water Company (MSEX) | 0.0 | $30k | 567.00 | 52.26 | |
Watsco, Incorporated (WSO) | 0.0 | $29k | 63.00 | 463.25 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $29k | 194.00 | 150.43 | |
Analog Devices (ADI) | 0.0 | $29k | 127.00 | 228.27 | |
Southern Company (SO) | 0.0 | $29k | 372.00 | 77.57 | |
Gartner (IT) | 0.0 | $29k | 64.00 | 449.06 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $29k | 259.00 | 110.54 | |
Applied Materials (AMAT) | 0.0 | $28k | 119.00 | 235.99 | |
Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $28k | 180.00 | 153.90 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $28k | 330.00 | 83.76 | |
Vanguard World Energy Etf (VDE) | 0.0 | $28k | 216.00 | 127.75 | |
Eversource Energy (ES) | 0.0 | $27k | 478.00 | 56.71 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $27k | 50.00 | 535.08 | |
Lowe's Companies (LOW) | 0.0 | $27k | 120.00 | 220.47 | |
Intuit (INTU) | 0.0 | $26k | 40.00 | 657.83 | |
Toast Cl A (TOST) | 0.0 | $26k | 1.0k | 25.77 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $26k | 315.00 | 81.75 | |
RBB Us Treasy 2 Yr (UTWO) | 0.0 | $25k | 530.00 | 47.96 | |
Travelers Companies (TRV) | 0.0 | $25k | 125.00 | 203.34 | |
ConocoPhillips (COP) | 0.0 | $25k | 216.00 | 114.38 | |
Target Corporation (TGT) | 0.0 | $24k | 164.00 | 148.04 | |
Ishares Tr Ishares Biotech (IBB) | 0.0 | $24k | 176.00 | 137.01 | |
L3harris Technologies (LHX) | 0.0 | $24k | 107.00 | 224.59 | |
Everi Hldgs (EVRI) | 0.0 | $23k | 2.7k | 8.40 | |
Otis Worldwide Corp (OTIS) | 0.0 | $22k | 232.00 | 96.26 | |
Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $22k | 787.00 | 27.33 | |
Copart (CPRT) | 0.0 | $21k | 396.00 | 54.16 | |
Novartis Sponsored Adr (NVS) | 0.0 | $21k | 200.00 | 106.46 | |
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.0 | $21k | 1.1k | 19.96 | |
Rockwell Automation (ROK) | 0.0 | $21k | 75.00 | 275.28 | |
Darden Restaurants (DRI) | 0.0 | $21k | 136.00 | 151.32 | |
ConAgra Foods (CAG) | 0.0 | $20k | 715.00 | 28.42 | |
Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $20k | 2.1k | 9.74 | |
Hershey Company (HSY) | 0.0 | $20k | 108.00 | 183.83 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $19k | 212.00 | 91.63 | |
Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $19k | 412.00 | 46.77 | |
Illinois Tool Works (ITW) | 0.0 | $19k | 81.00 | 236.96 | |
Flaherty & Crumrine Pref. Incme Opp (PFO) | 0.0 | $18k | 2.2k | 8.47 | |
Fiserv (FI) | 0.0 | $18k | 120.00 | 149.04 | |
Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $17k | 56.00 | 308.95 | |
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.0 | $17k | 1.1k | 16.26 | |
Kraneshares Trust Quadrtc Int Rt (IVOL) | 0.0 | $17k | 920.00 | 18.51 | |
Xerox Holdings Corp Com New (XRX) | 0.0 | $17k | 1.4k | 11.62 | |
RPM International (RPM) | 0.0 | $17k | 155.00 | 107.68 | |
Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $16k | 185.00 | 88.14 | |
RBC Bearings Incorporated (RBC) | 0.0 | $16k | 60.00 | 269.78 | |
Exponent (EXPO) | 0.0 | $16k | 170.00 | 95.12 | |
Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.0 | $16k | 211.00 | 75.20 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $16k | 204.00 | 77.74 | |
Crown Castle Intl (CCI) | 0.0 | $15k | 157.00 | 97.70 | |
Boston Beer Cl A (SAM) | 0.0 | $15k | 50.00 | 305.06 | |
Broadridge Financial Solutions (BR) | 0.0 | $15k | 77.00 | 197.00 | |
Waste Management (WM) | 0.0 | $15k | 70.00 | 213.34 | |
Cardinal Health (CAH) | 0.0 | $15k | 150.00 | 98.32 | |
Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $14k | 84.00 | 171.76 | |
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $14k | 701.00 | 20.46 | |
Annaly Capital Management In Com New (NLY) | 0.0 | $14k | 727.00 | 19.07 | |
Haleon Spon Ads (HLN) | 0.0 | $14k | 1.7k | 8.26 | |
Rb Global (RBA) | 0.0 | $13k | 175.00 | 76.36 | |
Ge Vernova (GEV) | 0.0 | $13k | 77.00 | 171.52 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $13k | 160.00 | 81.17 | |
Walgreen Boots Alliance (WBA) | 0.0 | $13k | 1.1k | 12.10 | |
Nordson Corporation (NDSN) | 0.0 | $13k | 55.00 | 231.95 | |
Proshares Tr Large Cap Cre (CSM) | 0.0 | $13k | 204.00 | 62.03 | |
Toro Company (TTC) | 0.0 | $13k | 135.00 | 93.51 | |
Charter Communications Inc N Cl A (CHTR) | 0.0 | $13k | 42.00 | 300.33 | |
Rivian Automotive Com Cl A (RIVN) | 0.0 | $12k | 902.00 | 13.42 | |
Tyler Technologies (TYL) | 0.0 | $12k | 24.00 | 502.79 | |
Moderna (MRNA) | 0.0 | $12k | 101.00 | 118.75 | |
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) | 0.0 | $12k | 500.00 | 23.48 | |
Paypal Holdings (PYPL) | 0.0 | $12k | 200.00 | 58.03 | |
NiSource (NI) | 0.0 | $12k | 400.00 | 28.81 | |
FactSet Research Systems (FDS) | 0.0 | $11k | 28.00 | 408.29 | |
Lithia Motors (LAD) | 0.0 | $11k | 45.00 | 252.47 | |
Prospect Capital Corporation (PSEC) | 0.0 | $11k | 2.0k | 5.53 | |
Novo-nordisk A S Adr (NVO) | 0.0 | $11k | 78.00 | 142.74 | |
Draftkings Com Cl A (DKNG) | 0.0 | $11k | 281.00 | 38.17 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb | 0.0 | $11k | 504.00 | 21.06 | |
Eaton Vance Municipal Bond Fund (EIM) | 0.0 | $11k | 1.0k | 10.58 | |
Full House Resorts (FLL) | 0.0 | $10k | 2.0k | 5.00 | |
Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $9.9k | 198.00 | 50.21 | |
American Electric Power Company (AEP) | 0.0 | $9.9k | 113.00 | 87.74 | |
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $9.6k | 503.00 | 19.16 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $9.6k | 195.00 | 49.42 | |
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $9.6k | 239.00 | 40.21 | |
Catalent | 0.0 | $9.6k | 170.00 | 56.24 | |
Ishares Tr Gbl Comm Svc Etf (IXP) | 0.0 | $9.4k | 106.00 | 88.43 | |
Burlington Stores (BURL) | 0.0 | $9.4k | 39.00 | 240.00 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $9.3k | 64.00 | 145.75 | |
Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $9.2k | 533.00 | 17.31 | |
Pool Corporation (POOL) | 0.0 | $9.2k | 30.00 | 307.33 | |
Gra (GGG) | 0.0 | $9.1k | 115.00 | 79.29 | |
HEICO Corporation (HEI) | 0.0 | $8.9k | 40.00 | 223.62 | |
Ss&c Technologies Holding (SSNC) | 0.0 | $8.8k | 140.00 | 62.67 | |
Decisionpoint Sys (DPSI) | 0.0 | $8.7k | 1.0k | 8.72 | |
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $8.7k | 190.00 | 45.75 | |
Sun Communities (SUI) | 0.0 | $8.4k | 70.00 | 120.34 | |
Five Below (FIVE) | 0.0 | $8.2k | 75.00 | 108.97 | |
Bunge Global Sa Com Shs (BG) | 0.0 | $8.1k | 76.00 | 106.82 | |
Cognex Corporation (CGNX) | 0.0 | $7.9k | 170.00 | 46.76 | |
Greenlight Capital Re Class A (GLRE) | 0.0 | $7.9k | 600.00 | 13.10 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $7.7k | 342.00 | 22.57 | |
National Fuel Gas (NFG) | 0.0 | $7.7k | 142.00 | 54.19 | |
Hubspot (HUBS) | 0.0 | $7.7k | 13.00 | 589.85 | |
Rivernorth Managed (RMM) | 0.0 | $7.6k | 500.00 | 15.26 | |
Quaker Chemical Corporation (KWR) | 0.0 | $7.5k | 44.00 | 169.70 | |
Stag Industrial (STAG) | 0.0 | $7.4k | 206.00 | 36.06 | |
CoStar (CSGP) | 0.0 | $7.4k | 100.00 | 74.14 | |
Verisk Analytics (VRSK) | 0.0 | $7.3k | 27.00 | 269.56 | |
TJX Companies (TJX) | 0.0 | $7.2k | 65.00 | 110.11 | |
Six Flags Entertainment (SIX) | 0.0 | $7.1k | 215.00 | 33.14 | |
Sprott Etf Trust Gold Miners Etf (SGDM) | 0.0 | $7.0k | 263.00 | 26.71 | |
MarketAxess Holdings (MKTX) | 0.0 | $6.8k | 34.00 | 200.56 | |
Capital One Financial (COF) | 0.0 | $6.8k | 49.00 | 138.47 | |
Polaris Industries (PII) | 0.0 | $6.7k | 86.00 | 78.31 | |
Fastenal Company (FAST) | 0.0 | $6.7k | 106.00 | 62.85 | |
Agnico (AEM) | 0.0 | $6.6k | 101.00 | 65.41 | |
FedEx Corporation (FDX) | 0.0 | $6.6k | 22.00 | 299.86 | |
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $6.5k | 143.00 | 45.41 | |
Blackrock Core Bd Tr Shs Ben Int (BHK) | 0.0 | $6.5k | 609.00 | 10.65 | |
Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $6.5k | 83.00 | 77.93 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $6.5k | 50.00 | 129.02 | |
Fidelity National Information Services (FIS) | 0.0 | $6.4k | 85.00 | 75.36 | |
Main Street Capital Corporation (MAIN) | 0.0 | $6.3k | 125.00 | 50.50 | |
Bio Rad Labs Cl A (BIO) | 0.0 | $6.3k | 23.00 | 273.13 | |
Janus Henderson Group Ord Shs (JHG) | 0.0 | $6.3k | 186.00 | 33.72 | |
Globant S A (GLOB) | 0.0 | $6.2k | 35.00 | 178.29 | |
Insulet Corporation (PODD) | 0.0 | $6.1k | 30.00 | 201.80 | |
Southwest Airlines (LUV) | 0.0 | $5.7k | 200.00 | 28.61 | |
Ares Capital Corporation (ARCC) | 0.0 | $5.7k | 274.00 | 20.84 | |
Epam Systems (EPAM) | 0.0 | $5.6k | 30.00 | 188.13 | |
Dow (DOW) | 0.0 | $5.6k | 106.00 | 53.06 | |
Rapid7 (RPD) | 0.0 | $5.6k | 130.00 | 43.23 | |
Tyson Foods Cl A (TSN) | 0.0 | $5.6k | 98.00 | 57.14 | |
Barnes (B) | 0.0 | $5.6k | 135.00 | 41.41 | |
Mohawk Industries (MHK) | 0.0 | $5.6k | 49.00 | 113.59 | |
Kroger (KR) | 0.0 | $5.5k | 111.00 | 49.94 | |
Chewy Cl A (CHWY) | 0.0 | $5.4k | 200.00 | 27.24 | |
Voya Infrastructure Industrial & Materia (IDE) | 0.0 | $5.2k | 511.00 | 10.24 | |
General Mills (GIS) | 0.0 | $5.1k | 81.00 | 63.40 | |
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $5.1k | 300.00 | 17.00 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $5.1k | 40.00 | 127.20 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $5.0k | 70.00 | 72.00 | |
Tripadvisor (TRIP) | 0.0 | $4.9k | 276.00 | 17.81 | |
Dupont De Nemours (DD) | 0.0 | $4.9k | 61.00 | 80.49 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $4.8k | 50.00 | 96.14 | |
Mfs Multimarket Income Tr Sh Ben Int (MMT) | 0.0 | $4.7k | 1.0k | 4.68 | |
Alexandria Real Estate Equities (ARE) | 0.0 | $4.7k | 40.00 | 116.97 | |
Becton, Dickinson and (BDX) | 0.0 | $4.7k | 20.00 | 233.75 | |
Advance Auto Parts (AAP) | 0.0 | $4.6k | 73.00 | 63.34 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $4.6k | 104.00 | 43.77 | |
TreeHouse Foods (THS) | 0.0 | $4.5k | 124.00 | 36.65 | |
Vanguard World Financials Etf (VFH) | 0.0 | $4.5k | 45.00 | 99.89 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $4.5k | 56.00 | 80.14 | |
Veeva Sys Cl A Com (VEEV) | 0.0 | $4.4k | 24.00 | 183.04 | |
V.F. Corporation (VFC) | 0.0 | $4.3k | 318.00 | 13.50 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $4.2k | 200.00 | 21.17 | |
ICU Medical, Incorporated (ICUI) | 0.0 | $4.2k | 35.00 | 118.77 | |
Inspire Med Sys (INSP) | 0.0 | $4.1k | 31.00 | 133.84 | |
Ammo (POWW) | 0.0 | $4.1k | 2.5k | 1.68 | |
Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.0 | $4.0k | 51.00 | 78.63 | |
Stmicroelectronics N V Ny Registry (STM) | 0.0 | $3.9k | 100.00 | 39.28 | |
Kohl's Corporation (KSS) | 0.0 | $3.9k | 169.00 | 22.99 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $3.8k | 60.00 | 63.28 | |
Goodyear Tire & Rubber Company (GT) | 0.0 | $3.7k | 329.00 | 11.35 | |
Marriott Intl Cl A (MAR) | 0.0 | $3.7k | 15.00 | 243.60 | |
Western Union Company (WU) | 0.0 | $3.4k | 276.00 | 12.22 | |
Dril-Quip (DRQ) | 0.0 | $3.2k | 170.00 | 18.60 | |
Adapthealth Corp Common Stock (AHCO) | 0.0 | $3.2k | 315.00 | 10.00 | |
Viatris (VTRS) | 0.0 | $3.1k | 293.00 | 10.63 | |
Frontier Group Hldgs (ULCC) | 0.0 | $3.1k | 621.00 | 4.93 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $3.0k | 64.00 | 47.56 | |
Vanguard World Consum Dis Etf (VCR) | 0.0 | $2.9k | 9.00 | 323.67 | |
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $2.9k | 35.00 | 81.97 | |
Wk Kellogg Com Shs (KLG) | 0.0 | $2.9k | 174.00 | 16.47 | |
Epr Pptys Com Sh Ben Int (EPR) | 0.0 | $2.9k | 68.00 | 41.99 | |
Vanguard World Industrial Etf (VIS) | 0.0 | $2.8k | 12.00 | 235.25 | |
Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $2.7k | 50.00 | 54.02 | |
Vanguard World Health Car Etf (VHT) | 0.0 | $2.7k | 10.00 | 266.00 | |
Apollo Commercial Real Est. Finance (ARI) | 0.0 | $2.6k | 265.00 | 9.79 | |
Datadog Cl A Com (DDOG) | 0.0 | $2.6k | 20.00 | 129.70 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $2.6k | 67.00 | 38.33 | |
Pixelworks Com New (PXLW) | 0.0 | $2.5k | 1.1k | 2.25 | |
Elanco Animal Health (ELAN) | 0.0 | $2.5k | 174.00 | 14.43 | |
Vornado Rlty Tr Sh Ben Int (VNO) | 0.0 | $2.5k | 94.00 | 26.30 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $2.4k | 10.00 | 242.10 | |
Motorola Solutions Com New (MSI) | 0.0 | $2.3k | 6.00 | 389.67 | |
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $2.3k | 114.00 | 19.96 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $2.2k | 10.00 | 218.10 | |
Duluth Hldgs Com Cl B (DLTH) | 0.0 | $2.2k | 591.00 | 3.69 | |
Penn National Gaming (PENN) | 0.0 | $2.0k | 105.00 | 19.36 | |
Cloudflare Cl A Com (NET) | 0.0 | $2.0k | 24.00 | 82.83 | |
Listed Fd Tr Roundhill Ball (METV) | 0.0 | $2.0k | 150.00 | 13.09 | |
Brighthouse Finl (BHF) | 0.0 | $2.0k | 45.00 | 43.36 | |
Zoominfo Technologies Common Stock (ZI) | 0.0 | $1.9k | 150.00 | 12.77 | |
Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $1.9k | 100.00 | 18.72 | |
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $1.3k | 27.00 | 48.70 | |
Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $1.3k | 51.00 | 24.78 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $1.3k | 5.00 | 250.20 | |
Kopin Corporation (KOPN) | 0.0 | $1.1k | 1.3k | 0.84 | |
Warner Bros Discovery Com Ser A (WBD) | 0.0 | $1.1k | 145.00 | 7.44 | |
International Paper Company (IP) | 0.0 | $1.0k | 24.00 | 43.17 | |
Ishares Tr Expanded Tech (IGV) | 0.0 | $870.000000 | 10.00 | 87.00 | |
Urban Edge Pptys (UE) | 0.0 | $869.001800 | 47.00 | 18.49 | |
Starbucks Corporation (SBUX) | 0.0 | $847.000000 | 11.00 | 77.00 | |
Alight Com Cl A (ALIT) | 0.0 | $767.998400 | 104.00 | 7.38 | |
Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $750.999900 | 3.00 | 250.33 | |
Jbg Smith Properties (JBGS) | 0.0 | $715.998000 | 47.00 | 15.23 | |
Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $666.999200 | 28.00 | 23.82 | |
Ishares Tr Broad Usd High (USHY) | 0.0 | $653.999400 | 18.00 | 36.33 | |
Etsy (ETSY) | 0.0 | $649.000000 | 11.00 | 59.00 | |
Uipath Cl A (PATH) | 0.0 | $634.000000 | 50.00 | 12.68 | |
Take-Two Interactive Software (TTWO) | 0.0 | $622.000000 | 4.00 | 155.50 | |
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $617.000000 | 100.00 | 6.17 | |
Listed Fd Tr Roundhill Video (NERD) | 0.0 | $611.001300 | 39.00 | 15.67 | |
Twilio Cl A (TWLO) | 0.0 | $569.000000 | 10.00 | 56.90 | |
F&g Annuities & Life Common Stock (FG) | 0.0 | $532.999600 | 14.00 | 38.07 | |
Teladoc (TDOC) | 0.0 | $479.999100 | 49.00 | 9.80 | |
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $479.000000 | 10.00 | 47.90 | |
Stitch Fix Com Cl A (SFIX) | 0.0 | $415.000000 | 100.00 | 4.15 | |
Paysafe SHS (PSFE) | 0.0 | $407.001100 | 23.00 | 17.70 | |
Sunrun (RUN) | 0.0 | $356.001000 | 30.00 | 11.87 | |
Resideo Technologies (REZI) | 0.0 | $332.999400 | 17.00 | 19.59 | |
Roku Com Cl A (ROKU) | 0.0 | $300.000000 | 5.00 | 60.00 | |
Zoom Video Communications In Cl A (ZM) | 0.0 | $296.000000 | 5.00 | 59.20 | |
Huya Ads Rep Shs A (HUYA) | 0.0 | $198.000000 | 50.00 | 3.96 | |
Fastly Cl A (FSLY) | 0.0 | $191.999600 | 26.00 | 7.38 | |
Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.0 | $179.000000 | 2.00 | 89.50 | |
Etf Ser Solutions Defiance Next (SIXG) | 0.0 | $175.000000 | 4.00 | 43.75 | |
System1 Cl A Com (SST) | 0.0 | $174.995500 | 115.00 | 1.52 | |
Lemonade (LMND) | 0.0 | $165.000000 | 10.00 | 16.50 | |
Boston Omaha Corp Cl A Com Stk (BOC) | 0.0 | $135.000000 | 10.00 | 13.50 | |
Agora Ads (API) | 0.0 | $106.000000 | 50.00 | 2.12 | |
Kyndryl Hldgs Common Stock (KD) | 0.0 | $106.000000 | 4.00 | 26.50 | |
Pubmatic Com Cl A (PUBM) | 0.0 | $102.000000 | 5.00 | 20.40 | |
Advansix (ASIX) | 0.0 | $92.000000 | 4.00 | 23.00 | |
Vici Pptys (VICI) | 0.0 | $86.000100 | 3.00 | 28.67 | |
Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $80.000000 | 1.00 | 80.00 | |
Karyopharm Therapeutics (KPTI) | 0.0 | $42.000000 | 48.00 | 0.88 |