West Financial Advisors as of Dec. 31, 2025
Portfolio Holdings for West Financial Advisors
West Financial Advisors holds 236 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 15.8 | $94M | 150k | 627.13 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 11.6 | $69M | 1.1M | 62.47 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 11.3 | $67M | 98k | 681.92 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 9.1 | $54M | 1.1M | 50.29 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 8.9 | $53M | 713k | 74.07 | |
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 4.9 | $29M | 890k | 32.57 | |
| Ishares Tr Core Msci Eafe (IEFA) | 4.4 | $26M | 289k | 89.46 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.0 | $24M | 363k | 66.00 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.6 | $21M | 255k | 83.75 | |
| Ishares Tr Tips Bd Etf (TIP) | 3.3 | $19M | 176k | 109.91 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 2.5 | $15M | 168k | 88.49 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 2.5 | $15M | 212k | 69.67 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 2.2 | $13M | 63k | 209.12 | |
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 1.5 | $9.1M | 190k | 48.17 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.4 | $8.3M | 38k | 219.78 | |
| Spdr Series Trust State Street Spd (BIL) | 1.2 | $7.2M | 79k | 91.38 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $5.5M | 9.0k | 614.31 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $5.3M | 16k | 335.28 | |
| Apple (AAPL) | 0.7 | $4.3M | 16k | 271.87 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.7 | $4.0M | 28k | 143.97 | |
| Select Sector Spdr Tr State Street Ind (XLI) | 0.7 | $3.9M | 25k | 155.12 | |
| Select Sector Spdr Tr State Street Com (XLC) | 0.7 | $3.9M | 33k | 117.72 | |
| Select Sector Spdr Tr State Street Con (XLY) | 0.7 | $3.9M | 33k | 119.41 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $3.4M | 13k | 257.95 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $2.7M | 9.2k | 290.21 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $2.3M | 19k | 120.96 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.4 | $2.2M | 31k | 71.62 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $2.2M | 29k | 75.44 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $2.2M | 41k | 53.76 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.9M | 3.9k | 487.81 | |
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.3 | $1.7M | 36k | 46.92 | |
| Microsoft Corporation (MSFT) | 0.2 | $1.4M | 2.8k | 483.58 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $1.3M | 13k | 99.91 | |
| Vanguard World Mega Cap Index (MGC) | 0.2 | $937k | 3.7k | 251.17 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $844k | 17k | 49.65 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $755k | 1.00 | 754800.00 | |
| Alliant Energy Corporation (LNT) | 0.1 | $700k | 11k | 65.01 | |
| Tyler Technologies (TYL) | 0.1 | $658k | 1.4k | 454.04 | |
| Ishares Tr Esg Optimized (SUSA) | 0.1 | $644k | 4.6k | 139.35 | |
| Vanguard World Esg Us Corp Bd (VCEB) | 0.1 | $623k | 9.8k | 63.63 | |
| Tesla Motors (TSLA) | 0.1 | $600k | 1.3k | 449.72 | |
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $589k | 4.6k | 128.83 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $512k | 2.7k | 191.00 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $488k | 2.3k | 211.78 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $454k | 17k | 26.23 | |
| Oracle Corporation (ORCL) | 0.1 | $446k | 2.3k | 194.91 | |
| Casey's General Stores (CASY) | 0.1 | $394k | 714.00 | 552.35 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $384k | 812.00 | 473.23 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $370k | 2.6k | 141.06 | |
| Globe Life (GL) | 0.0 | $280k | 2.0k | 139.86 | |
| Qualcomm (QCOM) | 0.0 | $278k | 1.6k | 171.05 | |
| Amgen (AMGN) | 0.0 | $257k | 784.00 | 327.31 | |
| Norfolk Southern (NSC) | 0.0 | $244k | 846.00 | 288.72 | |
| International Business Machines (IBM) | 0.0 | $233k | 788.00 | 296.21 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $225k | 1.1k | 210.34 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $213k | 680.00 | 313.00 | |
| Us Bancorp Del Com New (USB) | 0.0 | $205k | 3.8k | 53.36 | |
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $197k | 3.7k | 53.06 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $197k | 392.00 | 502.65 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $189k | 585.00 | 322.22 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $175k | 1.2k | 148.69 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $164k | 2.4k | 67.22 | |
| Principal Financial (PFG) | 0.0 | $159k | 1.8k | 88.21 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $155k | 5.7k | 27.43 | |
| Union Pacific Corporation (UNP) | 0.0 | $154k | 667.00 | 231.32 | |
| Church & Dwight (CHD) | 0.0 | $152k | 1.8k | 83.85 | |
| Abbvie (ABBV) | 0.0 | $148k | 648.00 | 228.49 | |
| Chevron Corporation (CVX) | 0.0 | $142k | 933.00 | 152.41 | |
| Meta Platforms Cl A (META) | 0.0 | $133k | 202.00 | 660.09 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $133k | 423.00 | 313.80 | |
| Broadcom (AVGO) | 0.0 | $131k | 379.00 | 346.10 | |
| Merck & Co (MRK) | 0.0 | $126k | 1.2k | 105.26 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $123k | 498.00 | 246.16 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $115k | 2.0k | 57.49 | |
| Amazon (AMZN) | 0.0 | $110k | 475.00 | 230.82 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $100k | 1.0k | 96.27 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $100k | 827.00 | 120.34 | |
| Boeing Company (BA) | 0.0 | $94k | 433.00 | 217.12 | |
| Wells Fargo & Company (WFC) | 0.0 | $92k | 983.00 | 93.23 | |
| Bio-techne Corporation (TECH) | 0.0 | $92k | 1.6k | 58.81 | |
| NVIDIA Corporation (NVDA) | 0.0 | $87k | 464.00 | 186.50 | |
| T. Rowe Price (TROW) | 0.0 | $81k | 790.00 | 102.38 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $78k | 1.4k | 54.71 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $77k | 254.00 | 302.08 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $76k | 1.1k | 69.42 | |
| Coca-Cola Company (KO) | 0.0 | $75k | 1.1k | 69.91 | |
| Cummins (CMI) | 0.0 | $64k | 126.00 | 510.45 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $61k | 427.00 | 143.52 | |
| Hologic (HOLX) | 0.0 | $61k | 816.00 | 74.49 | |
| Welltower Inc Com reit (WELL) | 0.0 | $59k | 320.00 | 185.61 | |
| Corteva (CTVA) | 0.0 | $58k | 867.00 | 67.06 | |
| Intel Corporation (INTC) | 0.0 | $58k | 1.6k | 36.90 | |
| Aon Shs Cl A (AON) | 0.0 | $57k | 162.00 | 352.88 | |
| Home Depot (HD) | 0.0 | $56k | 162.00 | 344.10 | |
| Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.0 | $55k | 1.3k | 44.15 | |
| Visa Com Cl A (V) | 0.0 | $51k | 145.00 | 350.71 | |
| Eli Lilly & Co. (LLY) | 0.0 | $49k | 46.00 | 1074.70 | |
| Consolidated Edison (ED) | 0.0 | $47k | 472.00 | 99.32 | |
| Jabil Circuit (JBL) | 0.0 | $46k | 200.00 | 228.02 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $44k | 386.00 | 113.92 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $43k | 250.00 | 171.18 | |
| Marriott Intl Cl A (MAR) | 0.0 | $42k | 135.00 | 310.24 | |
| Starbucks Corporation (SBUX) | 0.0 | $42k | 497.00 | 84.24 | |
| Lowe's Companies (LOW) | 0.0 | $41k | 170.00 | 241.16 | |
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $41k | 294.00 | 139.16 | |
| Citigroup Com New (C) | 0.0 | $41k | 348.00 | 116.69 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $39k | 218.00 | 177.37 | |
| Booking Holdings (BKNG) | 0.0 | $38k | 7.00 | 5355.43 | |
| PNC Financial Services (PNC) | 0.0 | $36k | 174.00 | 208.74 | |
| Eaton Corp SHS (ETN) | 0.0 | $34k | 107.00 | 318.51 | |
| Hartford Financial Services (HIG) | 0.0 | $34k | 247.00 | 137.80 | |
| Deere & Company (DE) | 0.0 | $34k | 73.00 | 465.00 | |
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $33k | 666.00 | 49.90 | |
| Cisco Systems (CSCO) | 0.0 | $32k | 416.00 | 77.03 | |
| McDonald's Corporation (MCD) | 0.0 | $32k | 104.00 | 305.63 | |
| Manulife Finl Corp (MFC) | 0.0 | $32k | 875.00 | 36.28 | |
| Targa Res Corp (TRGP) | 0.0 | $28k | 151.00 | 184.50 | |
| Bank of America Corporation (BAC) | 0.0 | $27k | 497.00 | 55.00 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $27k | 176.00 | 154.14 | |
| Otter Tail Corporation (OTTR) | 0.0 | $27k | 334.00 | 80.81 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $26k | 142.00 | 183.40 | |
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $24k | 146.00 | 165.82 | |
| Garmin SHS (GRMN) | 0.0 | $24k | 118.00 | 202.86 | |
| Gilead Sciences (GILD) | 0.0 | $24k | 194.00 | 122.74 | |
| Prudential Financial (PRU) | 0.0 | $23k | 199.00 | 112.88 | |
| Tidal Trust I Fundstrat Granny (GRNY) | 0.0 | $22k | 880.00 | 24.76 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $21k | 82.00 | 252.93 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $20k | 19.00 | 1069.89 | |
| Ames National Corporation (ATLO) | 0.0 | $19k | 804.00 | 22.96 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $17k | 375.00 | 45.89 | |
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.0 | $15k | 160.00 | 94.83 | |
| Target Corporation (TGT) | 0.0 | $15k | 155.00 | 97.75 | |
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $15k | 200.00 | 72.63 | |
| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $15k | 1.0k | 14.14 | |
| Johnson & Johnson (JNJ) | 0.0 | $13k | 64.00 | 206.95 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $13k | 50.00 | 259.82 | |
| Ge Vernova (GEV) | 0.0 | $12k | 19.00 | 653.58 | |
| Dell Technologies CL C (DELL) | 0.0 | $11k | 87.00 | 125.89 | |
| S&T Ban (STBA) | 0.0 | $10k | 262.00 | 39.35 | |
| Verizon Communications (VZ) | 0.0 | $10k | 252.00 | 40.73 | |
| Cigna Corp (CI) | 0.0 | $9.6k | 35.00 | 275.26 | |
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.0 | $9.5k | 250.00 | 38.03 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $9.4k | 69.00 | 135.72 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $9.1k | 16.00 | 566.38 | |
| Symbotic Class A Com (SYM) | 0.0 | $8.9k | 150.00 | 59.50 | |
| Cheniere Energy Com New (LNG) | 0.0 | $8.7k | 45.00 | 194.40 | |
| Valero Energy Corporation (VLO) | 0.0 | $8.4k | 52.00 | 161.48 | |
| Enbridge (ENB) | 0.0 | $8.1k | 170.00 | 47.84 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $8.0k | 30.00 | 268.30 | |
| SLB Com Stk (SLB) | 0.0 | $7.9k | 207.00 | 38.38 | |
| Chubb (CB) | 0.0 | $7.8k | 25.00 | 312.12 | |
| Wec Energy Group (WEC) | 0.0 | $7.7k | 73.00 | 105.47 | |
| Caterpillar (CAT) | 0.0 | $7.4k | 13.00 | 572.92 | |
| Uber Technologies (UBER) | 0.0 | $7.4k | 90.00 | 81.71 | |
| Procter & Gamble Company (PG) | 0.0 | $7.2k | 50.00 | 143.32 | |
| Xcel Energy (XEL) | 0.0 | $7.2k | 97.00 | 73.87 | |
| Prologis (PLD) | 0.0 | $7.1k | 56.00 | 127.66 | |
| State Street Corporation (STT) | 0.0 | $7.0k | 54.00 | 129.02 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $6.9k | 22.00 | 314.82 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $6.9k | 12.00 | 570.92 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $6.9k | 10.00 | 685.00 | |
| Hershey Company (HSY) | 0.0 | $6.7k | 37.00 | 182.00 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $6.7k | 279.00 | 24.04 | |
| Genuine Parts Company (GPC) | 0.0 | $6.6k | 54.00 | 122.96 | |
| Blackrock (BLK) | 0.0 | $6.4k | 6.00 | 1070.50 | |
| Philip Morris International (PM) | 0.0 | $6.1k | 38.00 | 160.42 | |
| Kinder Morgan (KMI) | 0.0 | $6.1k | 221.00 | 27.43 | |
| United Parcel Service CL B (UPS) | 0.0 | $5.8k | 58.00 | 99.21 | |
| Pepsi (PEP) | 0.0 | $5.7k | 40.00 | 143.53 | |
| Caretrust Reit (CTRE) | 0.0 | $5.6k | 155.00 | 36.15 | |
| Best Buy (BBY) | 0.0 | $5.4k | 80.00 | 66.94 | |
| Trane Technologies SHS (TT) | 0.0 | $5.1k | 13.00 | 389.23 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $5.0k | 47.00 | 107.13 | |
| Truist Financial Corp equities (TFC) | 0.0 | $5.0k | 102.00 | 49.22 | |
| Stanley Black & Decker (SWK) | 0.0 | $4.8k | 64.00 | 74.28 | |
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $4.5k | 115.00 | 39.41 | |
| Pfizer (PFE) | 0.0 | $4.4k | 177.00 | 24.90 | |
| Clorox Company (CLX) | 0.0 | $4.3k | 43.00 | 100.84 | |
| NetApp (NTAP) | 0.0 | $4.2k | 39.00 | 107.10 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $4.0k | 40.00 | 100.90 | |
| Telus Ord (TU) | 0.0 | $4.0k | 300.00 | 13.17 | |
| Nordic American Tanker Shippin (NAT) | 0.0 | $3.9k | 1.1k | 3.44 | |
| UGI Corporation (UGI) | 0.0 | $3.9k | 103.00 | 37.55 | |
| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $3.6k | 500.00 | 7.14 | |
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $3.6k | 134.00 | 26.57 | |
| Hormel Foods Corporation (HRL) | 0.0 | $3.5k | 146.00 | 23.71 | |
| Ing Groep Sponsored Adr (ING) | 0.0 | $3.2k | 115.00 | 28.00 | |
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $3.1k | 67.00 | 46.81 | |
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $3.0k | 152.00 | 20.00 | |
| Cameco Corporation (CCJ) | 0.0 | $2.9k | 32.00 | 91.50 | |
| Credicorp (BAP) | 0.0 | $2.9k | 10.00 | 287.00 | |
| Riley Exploration Permian In (REPX) | 0.0 | $2.8k | 105.00 | 26.29 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $2.7k | 105.00 | 25.60 | |
| Universal Technical Institute (UTI) | 0.0 | $2.6k | 100.00 | 26.13 | |
| Atmus Filtration Technologies Ord (ATMU) | 0.0 | $2.6k | 50.00 | 52.18 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $2.6k | 50.00 | 51.18 | |
| PennantPark Investment (PNNT) | 0.0 | $2.2k | 376.00 | 5.97 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $2.2k | 100.00 | 22.32 | |
| Arqit Quantum Com New (ARQQ) | 0.0 | $2.2k | 100.00 | 21.88 | |
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $2.2k | 24.00 | 90.71 | |
| Gladstone Ld (LAND) | 0.0 | $1.9k | 209.00 | 9.16 | |
| Arbor Realty Trust (ABR) | 0.0 | $1.8k | 226.00 | 7.77 | |
| Haleon Spon Ads (HLN) | 0.0 | $1.7k | 170.00 | 10.11 | |
| GSK Sponsored Adr (GSK) | 0.0 | $1.7k | 35.00 | 49.06 | |
| Byrna Technologies Com New (BYRN) | 0.0 | $1.7k | 100.00 | 16.79 | |
| Totalenergies Se Act (TTE) | 0.0 | $1.5k | 23.00 | 65.43 | |
| Alcon Ord Shs (ALC) | 0.0 | $1.5k | 19.00 | 78.84 | |
| Fortuna Mng Corp Com New (FSM) | 0.0 | $1.5k | 150.00 | 9.81 | |
| Super Micro Computer Com New (SMCI) | 0.0 | $1.5k | 50.00 | 29.28 | |
| Pangaea Logistics Solution L SHS (PANL) | 0.0 | $1.4k | 200.00 | 6.88 | |
| Franklin Resources (BEN) | 0.0 | $1.3k | 55.00 | 23.75 | |
| Sofi Technologies (SOFI) | 0.0 | $1.3k | 49.00 | 26.18 | |
| Unilever Spon Adr New (UL) | 0.0 | $1.2k | 19.00 | 65.42 | |
| Saratoga Invt Corp Com New (SAR) | 0.0 | $1.2k | 54.00 | 22.98 | |
| Northern Oil And Gas Inc Mn (NOG) | 0.0 | $1.2k | 55.00 | 21.60 | |
| Rentokil Initial Sponsored Adr (RTO) | 0.0 | $1.2k | 40.00 | 29.48 | |
| Diageo Spon Adr New (DEO) | 0.0 | $1.1k | 13.00 | 86.31 | |
| Redwire Corporation (RDW) | 0.0 | $1.1k | 140.00 | 7.60 | |
| Hercules Technology Growth Capital (HTGC) | 0.0 | $1.0k | 55.00 | 18.65 | |
| Permian Resources Corp Class A Com (PR) | 0.0 | $966.000000 | 69.00 | 14.00 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $837.001200 | 28.00 | 29.89 | |
| Prospect Capital Corporation (PSEC) | 0.0 | $781.998800 | 302.00 | 2.59 | |
| Whirlpool Corporation (WHR) | 0.0 | $722.000000 | 10.00 | 72.20 | |
| Immersion Corporation (IMMR) | 0.0 | $699.998300 | 103.00 | 6.80 | |
| Dorchester Minerals Com Unit (DMLP) | 0.0 | $652.001200 | 29.00 | 22.48 | |
| Afc Gamma Ord (AFCG) | 0.0 | $641.002500 | 225.00 | 2.85 | |
| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.0 | $591.000300 | 27.00 | 21.89 | |
| Walt Disney Company (DIS) | 0.0 | $569.000000 | 5.00 | 113.80 | |
| PennyMac Mortgage Investment Trust (PMT) | 0.0 | $499.000000 | 40.00 | 12.47 | |
| At&t (T) | 0.0 | $347.999400 | 14.00 | 24.86 | |
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $305.000000 | 8.00 | 38.12 | |
| Lumen Technologies (LUMN) | 0.0 | $70.000200 | 9.00 | 7.78 | |
| Under Armour CL C (UA) | 0.0 | $57.999600 | 12.00 | 4.83 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $58.000000 | 2.00 | 29.00 | |
| Sentinelone Cl A (S) | 0.0 | $45.000000 | 3.00 | 15.00 | |
| Westrock Coffee (WEST) | 0.0 | $0 | 31.00 | 0.00 |
