West Oak Capital as of Sept. 30, 2024
Portfolio Holdings for West Oak Capital
West Oak Capital holds 318 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Jefferies | 21.0 | $566k | 919k | 0.62 | |
| NVIDIA Corporation (NVDA) | 3.6 | $98k | 81k | 1.21 | |
| Broad | 2.6 | $70k | 40k | 1.73 | |
| Apple (AAPL) | 2.5 | $67k | 29k | 2.33 | |
| Microsoft Corporation (MSFT) | 2.1 | $57k | 13k | 4.30 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 2.0 | $53k | 78k | 0.68 | |
| Eli Lilly & Co. (LLY) | 1.9 | $52k | 5.8k | 8.86 | |
| Nextera Energy (NEE) | 1.9 | $50k | 60k | 0.85 | |
| Costco Wholesale Corporation (COST) | 1.7 | $47k | 5.3k | 8.87 | |
| Amazon (AMZN) | 1.7 | $46k | 25k | 1.86 | |
| Oracle Corporation (ORCL) | 1.7 | $46k | 27k | 1.70 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $45k | 21k | 2.11 | |
| Automatic Data Processing (ADP) | 1.6 | $44k | 16k | 2.77 | |
| Alphabet Inc Class C cs (GOOG) | 1.5 | $41k | 24k | 1.67 | |
| Home Depot (HD) | 1.4 | $39k | 9.6k | 4.05 | |
| American Express Company (AXP) | 1.4 | $39k | 14k | 2.71 | |
| Lennar Corporation (LEN) | 1.3 | $35k | 19k | 1.87 | |
| Accenture | 1.3 | $34k | 9.6k | 3.53 | |
| Hubbell (HUBB) | 1.3 | $34k | 7.9k | 4.28 | |
| Procter & Gamble Company (PG) | 1.1 | $29k | 17k | 1.73 | |
| Air Products & Chemicals (APD) | 1.1 | $29k | 9.9k | 2.98 | |
| Danaher Corporation (DHR) | 1.1 | $29k | 11k | 2.78 | |
| Lockheed Martin Corporation (LMT) | 1.1 | $29k | 5.0k | 5.85 | |
| Analog Devices (ADI) | 1.1 | $29k | 13k | 2.30 | |
| Colgate-Palmolive Company (CL) | 1.1 | $29k | 28k | 1.04 | |
| Amgen (AMGN) | 1.1 | $28k | 8.8k | 3.22 | |
| Abbott Laboratories (ABT) | 1.0 | $28k | 24k | 1.14 | |
| Chevron Corporation (CVX) | 1.0 | $28k | 19k | 1.47 | |
| Applied Materials (AMAT) | 1.0 | $27k | 13k | 2.02 | |
| Vitesse Energy (VTS) | 1.0 | $26k | 109k | 0.24 | |
| Spectrum Brands Holding (SPB) | 1.0 | $26k | 27k | 0.95 | |
| Johnson & Johnson (JNJ) | 0.9 | $26k | 16k | 1.62 | |
| Texas Instruments Incorporated (TXN) | 0.9 | $24k | 12k | 2.07 | |
| Corning Incorporated (GLW) | 0.9 | $23k | 52k | 0.45 | |
| Wisconsin Energy Corporation | 0.9 | $23k | 24k | 0.96 | |
| Emerson Electric (EMR) | 0.9 | $23k | 21k | 1.09 | |
| Merck & Co | 0.8 | $23k | 20k | 1.14 | |
| Charles Schwab Corporation (SCHW) | 0.8 | $22k | 35k | 0.65 | |
| Citi | 0.8 | $22k | 35k | 0.63 | |
| Fidelity National Financial | 0.8 | $22k | 35k | 0.62 | |
| General Mills (GIS) | 0.8 | $22k | 29k | 0.74 | |
| Novartis (NVS) | 0.8 | $22k | 19k | 1.15 | |
| Pepsi (PEP) | 0.8 | $21k | 12k | 1.70 | |
| Sherwin-Williams Company (SHW) | 0.8 | $21k | 5.5k | 3.82 | |
| Asml Holding (ASML) | 0.8 | $21k | 2.5k | 8.33 | |
| Caterpillar (CAT) | 0.8 | $21k | 5.3k | 3.91 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.7 | $20k | 24k | 0.85 | |
| Constellation Brands (STZ) | 0.7 | $19k | 7.5k | 2.58 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $19k | 16k | 1.17 | |
| Target Corporation | 0.7 | $18k | 11k | 1.56 | |
| Abbvie (ABBV) | 0.7 | $18k | 8.9k | 1.97 | |
| Interpublic Group of Companies (IPG) | 0.6 | $17k | 55k | 0.32 | |
| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.6 | $17k | 34k | 0.51 | |
| Verizon Communications (VZ) | 0.6 | $16k | 35k | 0.45 | |
| Cisco Systems (CSCO) | 0.6 | $16k | 30k | 0.53 | |
| Northern Trust Corporation (NTRS) | 0.5 | $15k | 16k | 0.90 | |
| Schwab Strategic Tr (SCHY) | 0.5 | $14k | 54k | 0.26 | |
| Fidelity National Information Services (FIS) | 0.5 | $12k | 15k | 0.84 | |
| iShares S&P 500 Value Index (IVE) | 0.5 | $12k | 6.2k | 1.97 | |
| AFLAC Incorporated (AFL) | 0.4 | $10k | 9.2k | 1.12 | |
| MasterCard Incorporated (MA) | 0.4 | $9.8k | 2.0k | 4.94 | |
| Facebook Inc cl a (META) | 0.3 | $9.4k | 1.6k | 5.72 | |
| SYSCO Corporation (SYY) | 0.3 | $9.1k | 12k | 0.78 | |
| Tractor Supply Company (TSCO) | 0.3 | $8.7k | 3.0k | 2.91 | |
| T. Rowe Price (TROW) | 0.3 | $7.8k | 7.2k | 1.09 | |
| Wells Fargo & Company (WFC) | 0.3 | $7.7k | 14k | 0.56 | |
| Trane Technologies (TT) | 0.3 | $7.6k | 2.0k | 3.89 | |
| 3M Company (MMM) | 0.3 | $7.6k | 5.5k | 1.37 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.3 | $7.5k | 4.2k | 1.79 | |
| CIGNA Corporation | 0.3 | $7.2k | 2.1k | 3.46 | |
| Schwab U S Small Cap ETF (SCHA) | 0.3 | $7.1k | 14k | 0.52 | |
| Schwab International Equity ETF (SCHF) | 0.3 | $6.9k | 17k | 0.41 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $6.4k | 3.3k | 1.98 | |
| iShares S&P 500 Index (IVV) | 0.2 | $6.2k | 1.1k | 5.77 | |
| Servicenow (NOW) | 0.2 | $5.6k | 630.00 | 8.94 | |
| EOG Resources (EOG) | 0.2 | $5.5k | 4.5k | 1.23 | |
| Visa (V) | 0.2 | $5.4k | 2.0k | 2.75 | |
| Ecolab (ECL) | 0.2 | $5.2k | 2.1k | 2.55 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $5.1k | 3.1k | 1.66 | |
| Chubb (CB) | 0.2 | $5.0k | 1.7k | 2.88 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.2 | $4.8k | 7.3k | 0.66 | |
| Morgan Stanley (MS) | 0.2 | $4.7k | 4.5k | 1.04 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $4.5k | 3.7k | 1.21 | |
| Berkshire Hathaway Inc. Class B | 0.2 | $4.3k | 945.00 | 4.60 | |
| Coca-Cola Company (KO) | 0.2 | $4.2k | 5.9k | 0.72 | |
| Public Storage (PSA) | 0.2 | $4.2k | 1.2k | 3.64 | |
| Parker-Hannifin Corporation (PH) | 0.2 | $4.2k | 665.00 | 6.32 | |
| salesforce (CRM) | 0.2 | $4.1k | 1.5k | 2.74 | |
| iShares Russell Midcap Index Fund (IWR) | 0.2 | $4.1k | 4.6k | 0.88 | |
| Vanguard Growth ETF (VUG) | 0.1 | $4.0k | 1.0k | 3.84 | |
| PerkinElmer (RVTY) | 0.1 | $4.0k | 3.2k | 1.28 | |
| Carrier Global Corporation (CARR) | 0.1 | $3.9k | 4.9k | 0.80 | |
| Mid-America Apartment (MAA) | 0.1 | $3.8k | 2.4k | 1.59 | |
| Arista Networks (ANET) | 0.1 | $3.7k | 970.00 | 3.84 | |
| Intercontinental Exchange (ICE) | 0.1 | $3.7k | 2.3k | 1.61 | |
| AvalonBay Communities (AVB) | 0.1 | $3.6k | 1.6k | 2.25 | |
| Ventas (VTR) | 0.1 | $3.5k | 5.4k | 0.64 | |
| Goldman Sachs (GS) | 0.1 | $3.3k | 660.00 | 4.95 | |
| Philip Morris International (PM) | 0.1 | $3.1k | 2.6k | 1.21 | |
| KLA-Tencor Corporation (KLAC) | 0.1 | $3.1k | 400.00 | 7.75 | |
| McDonald's Corporation (MCD) | 0.1 | $2.9k | 959.00 | 3.04 | |
| Ametek (AME) | 0.1 | $2.9k | 1.7k | 1.72 | |
| Qualcomm (QCOM) | 0.1 | $2.9k | 1.7k | 1.70 | |
| Rbc Cad (RY) | 0.1 | $2.8k | 2.2k | 1.25 | |
| D.R. Horton (DHI) | 0.1 | $2.7k | 1.4k | 1.91 | |
| Lennar Corporation (LEN.B) | 0.1 | $2.7k | 1.6k | 1.73 | |
| Honeywell International (HON) | 0.1 | $2.6k | 1.3k | 2.07 | |
| McCormick & Company, Incorporated (MKC) | 0.1 | $2.5k | 3.0k | 0.82 | |
| Walt Disney Company (DIS) | 0.1 | $2.4k | 2.5k | 0.96 | |
| Cannae Holdings (CNNE) | 0.1 | $2.2k | 12k | 0.19 | |
| Wal-Mart Stores (WMT) | 0.1 | $2.2k | 2.8k | 0.81 | |
| Lam Research Corporation | 0.1 | $2.2k | 265.00 | 8.16 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $2.1k | 756.00 | 2.81 | |
| Ameriprise Financial (AMP) | 0.1 | $2.1k | 450.00 | 4.70 | |
| Union Pacific Corporation (UNP) | 0.1 | $2.1k | 845.00 | 2.47 | |
| Jp Morgan Exchange Traded Fd fund (JMUB) | 0.1 | $2.1k | 4.0k | 0.51 | |
| Entegris (ENTG) | 0.1 | $1.9k | 1.7k | 1.13 | |
| Health Care SPDR (XLV) | 0.1 | $1.8k | 1.2k | 1.54 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $1.6k | 2.9k | 0.58 | |
| Financial Select Sector SPDR (XLF) | 0.1 | $1.6k | 3.6k | 0.45 | |
| Sterling Construction Company (STRL) | 0.1 | $1.6k | 1.1k | 1.45 | |
| Starbucks Corporation (SBUX) | 0.1 | $1.6k | 1.6k | 0.97 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 0.1 | $1.5k | 950.00 | 1.63 | |
| Avery Dennison Corporation (AVY) | 0.1 | $1.5k | 700.00 | 2.21 | |
| McKesson Corporation (MCK) | 0.1 | $1.5k | 310.00 | 4.95 | |
| Bank of America Corporation (BAC) | 0.1 | $1.5k | 3.8k | 0.40 | |
| Valero Energy Corporation (VLO) | 0.1 | $1.5k | 1.1k | 1.35 | |
| Franklin Resources (BEN) | 0.1 | $1.5k | 7.3k | 0.20 | |
| Industrial SPDR (XLI) | 0.1 | $1.4k | 1.0k | 1.35 | |
| Altria (MO) | 0.1 | $1.4k | 2.7k | 0.51 | |
| Ares Capital Corporation (ARCC) | 0.1 | $1.4k | 6.6k | 0.21 | |
| U.S. Bancorp (USB) | 0.1 | $1.4k | 3.0k | 0.46 | |
| Myr (MYRG) | 0.1 | $1.4k | 1.4k | 1.02 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.4k | 220.00 | 6.19 | |
| Clorox Company (CLX) | 0.0 | $1.3k | 825.00 | 1.63 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $1.3k | 490.00 | 2.67 | |
| Anthem (ELV) | 0.0 | $1.3k | 250.00 | 5.20 | |
| Allstate Corporation (ALL) | 0.0 | $1.3k | 663.00 | 1.90 | |
| Wingstop (WING) | 0.0 | $1.2k | 300.00 | 4.16 | |
| Stryker Corporation (SYK) | 0.0 | $1.1k | 300.00 | 3.61 | |
| ConocoPhillips (COP) | 0.0 | $1.1k | 1.0k | 1.05 | |
| Broadridge Financial Solutions (BR) | 0.0 | $1.1k | 500.00 | 2.15 | |
| International Business Machines (IBM) | 0.0 | $1.1k | 485.00 | 2.21 | |
| F&G Annuities & Life (FG) | 0.0 | $1.1k | 2.4k | 0.45 | |
| Proshares Tr S&p 500 Aristo (NOBL) | 0.0 | $1.1k | 992.00 | 1.07 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $1.0k | 234.00 | 4.38 | |
| Mondelez Int (MDLZ) | 0.0 | $1.0k | 1.4k | 0.74 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $991.997600 | 418.00 | 2.37 | |
| Technology SPDR (XLK) | 0.0 | $978.017100 | 433.00 | 2.26 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $957.000000 | 600.00 | 1.59 | |
| Flexshares Tr qualt divd idx (QDF) | 0.0 | $931.970000 | 1.3k | 0.72 | |
| SPDR Gold Trust (GLD) | 0.0 | $924.008000 | 380.00 | 2.43 | |
| Quanta Services (PWR) | 0.0 | $894.000000 | 300.00 | 2.98 | |
| Proshares Msci Transform (ANEW) | 0.0 | $884.910000 | 2.0k | 0.45 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $878.020000 | 650.00 | 1.35 | |
| Cardinal Health (CAH) | 0.0 | $861.978000 | 780.00 | 1.11 | |
| Kkr & Co (KKR) | 0.0 | $816.000000 | 625.00 | 1.31 | |
| Church & Dwight (CHD) | 0.0 | $813.985200 | 777.00 | 1.05 | |
| Halliburton Company (HAL) | 0.0 | $798.875000 | 2.8k | 0.29 | |
| Modine Manufacturing (MOD) | 0.0 | $796.980000 | 600.00 | 1.33 | |
| Bristol Myers Squibb (BMY) | 0.0 | $770.926000 | 1.5k | 0.52 | |
| Tradeweb Markets (TW) | 0.0 | $742.020000 | 600.00 | 1.24 | |
| UnitedHealth (UNH) | 0.0 | $731.000000 | 125.00 | 5.85 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $723.003800 | 137.00 | 5.28 | |
| Fiserv (FI) | 0.0 | $719.000000 | 400.00 | 1.80 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $717.025000 | 1.2k | 0.62 | |
| Nike (NKE) | 0.0 | $673.028400 | 761.00 | 0.88 | |
| Cava Group Ord (CAVA) | 0.0 | $663.996800 | 536.00 | 1.24 | |
| NRG Energy (NRG) | 0.0 | $637.980000 | 700.00 | 0.91 | |
| Schwab Strategic Tr us reit etf (SCHH) | 0.0 | $611.024800 | 2.6k | 0.23 | |
| Schwab Cap Tr Fdl Uslcoidx I (SFLNX) | 0.0 | $609.033600 | 848.00 | 0.72 | |
| SPDR S&P Dividend (SDY) | 0.0 | $604.010000 | 425.00 | 1.42 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $594.998500 | 115.00 | 5.17 | |
| Veralto Corp (VLTO) | 0.0 | $584.013600 | 522.00 | 1.12 | |
| Garmin | 0.0 | $572.000000 | 325.00 | 1.76 | |
| Piper Jaffray Companies (PIPR) | 0.0 | $568.000000 | 200.00 | 2.84 | |
| Gilead Sciences (GILD) | 0.0 | $558.001500 | 665.00 | 0.84 | |
| Paypal Holdings (PYPL) | 0.0 | $546.000000 | 700.00 | 0.78 | |
| Ares Management Corporation cl a com stk (ARES) | 0.0 | $544.985000 | 350.00 | 1.56 | |
| Palo Alto Networks (PANW) | 0.0 | $513.000000 | 150.00 | 3.42 | |
| Monolithic Power Systems (MPWR) | 0.0 | $508.002000 | 55.00 | 9.24 | |
| Intel Corporation (INTC) | 0.0 | $503.002500 | 2.1k | 0.23 | |
| Howmet Aerospace (HWM) | 0.0 | $501.000000 | 500.00 | 1.00 | |
| Schwab Cap Tr Fdl Ussmcidx I (SFSNX) | 0.0 | $499.960100 | 839.00 | 0.60 | |
| LeMaitre Vascular (LMAT) | 0.0 | $464.000000 | 500.00 | 0.93 | |
| Evercore Partners (EVR) | 0.0 | $442.995000 | 175.00 | 2.53 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $443.011500 | 255.00 | 1.74 | |
| Lattice Semiconductor (LSCC) | 0.0 | $424.960000 | 800.00 | 0.53 | |
| Jackson Financial (JXN.PA) | 0.0 | $410.985000 | 450.00 | 0.91 | |
| Blackrock Multi-sector Incom other (BIT) | 0.0 | $380.000000 | 2.5k | 0.15 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $379.031500 | 635.00 | 0.60 | |
| American Electric Power Company (AEP) | 0.0 | $369.000000 | 360.00 | 1.02 | |
| iShares Silver Trust (SLV) | 0.0 | $368.039000 | 1.3k | 0.28 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $368.010000 | 270.00 | 1.36 | |
| Duke Energy Corporation | 0.0 | $361.014200 | 313.00 | 1.15 | |
| Workday Inc cl a (WDAY) | 0.0 | $342.006000 | 140.00 | 2.44 | |
| Eaton Corporation | 0.0 | $331.000000 | 100.00 | 3.31 | |
| Baxter International (BAX) | 0.0 | $323.000000 | 850.00 | 0.38 | |
| Microchip Technology (MCHP) | 0.0 | $321.040000 | 400.00 | 0.80 | |
| Intuitive Surgical (ISRG) | 0.0 | $295.002000 | 60.00 | 4.92 | |
| Advanced Micro Devices (AMD) | 0.0 | $295.002000 | 180.00 | 1.64 | |
| HEICO Corporation (HEI) | 0.0 | $288.002000 | 110.00 | 2.62 | |
| Advanced Drain Sys Inc Del (WMS) | 0.0 | $274.995000 | 175.00 | 1.57 | |
| MetLife (MET) | 0.0 | $267.995000 | 325.00 | 0.82 | |
| Transunion (TRU) | 0.0 | $262.000000 | 250.00 | 1.05 | |
| Vaneck Vectors Etf Tr bdc income etf (BIZD) | 0.0 | $239.975000 | 1.5k | 0.17 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $234.993000 | 165.00 | 1.42 | |
| NetEase (NTES) | 0.0 | $234.000000 | 250.00 | 0.94 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $233.000000 | 50.00 | 4.66 | |
| Capital One Financial (COF) | 0.0 | $225.000000 | 150.00 | 1.50 | |
| Uber Technologies (UBER) | 0.0 | $225.000000 | 300.00 | 0.75 | |
| iShares S&P Asia 50 Index Fund (AIA) | 0.0 | $216.990000 | 300.00 | 0.72 | |
| Paychex (PAYX) | 0.0 | $215.008000 | 160.00 | 1.34 | |
| Booking Holdings (BKNG) | 0.0 | $211.000000 | 5.00 | 42.20 | |
| FedEx Corporation (FDX) | 0.0 | $211.003100 | 77.00 | 2.74 | |
| Jabil Circuit (JBL) | 0.0 | $210.000000 | 175.00 | 1.20 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $191.998800 | 802.00 | 0.24 | |
| PNC Financial Services (PNC) | 0.0 | $185.000000 | 100.00 | 1.85 | |
| American Intl Group | 0.0 | $183.000000 | 250.00 | 0.73 | |
| Ishares Tr Exponential Technologies Etf (XT) | 0.0 | $183.000000 | 300.00 | 0.61 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $176.000000 | 200.00 | 0.88 | |
| M/I Homes (MHO) | 0.0 | $171.000000 | 100.00 | 1.71 | |
| Hewlett-Packard Company | 0.0 | $169.012000 | 470.00 | 0.36 | |
| Citizens Financial (CFG) | 0.0 | $164.000000 | 400.00 | 0.41 | |
| O'reilly Automotive (ORLY) | 0.0 | $161.000000 | 14.00 | 11.50 | |
| Kraft Heinz (KHC) | 0.0 | $157.995000 | 450.00 | 0.35 | |
| Eastman Chemical Company (EMN) | 0.0 | $150.997500 | 135.00 | 1.12 | |
| DTE Energy Company (DTE) | 0.0 | $148.005000 | 115.00 | 1.29 | |
| SJW (SJW) | 0.0 | $145.000000 | 250.00 | 0.58 | |
| Netflix (NFLX) | 0.0 | $142.000000 | 20.00 | 7.10 | |
| Genuine Parts Company (GPC) | 0.0 | $140.996000 | 101.00 | 1.40 | |
| Travelers Companies (TRV) | 0.0 | $139.998000 | 60.00 | 2.33 | |
| AstraZeneca (AZN) | 0.0 | $135.992500 | 175.00 | 0.78 | |
| Becton, Dickinson and (BDX) | 0.0 | $133.001000 | 55.00 | 2.42 | |
| Tesla Motors (TSLA) | 0.0 | $132.997800 | 51.00 | 2.61 | |
| General Electric Company | 0.0 | $128.003200 | 68.00 | 1.88 | |
| Pulte (PHM) | 0.0 | $122.000500 | 85.00 | 1.44 | |
| Lamb Weston Hldgs (LW) | 0.0 | $113.995200 | 176.00 | 0.65 | |
| Sempra Energy (SRE) | 0.0 | $109.005000 | 130.00 | 0.84 | |
| wisdomtreetrusdivd.. (DGRW) | 0.0 | $108.004000 | 130.00 | 0.83 | |
| American Tower Corporation | 0.0 | $104.998500 | 45.00 | 2.33 | |
| BioMarin Pharmaceutical (BMRN) | 0.0 | $103.002900 | 147.00 | 0.70 | |
| iShares Gold Trust (IAU) | 0.0 | $103.003200 | 207.00 | 0.50 | |
| Mitsubishi UFJ Financial (MUFG) | 0.0 | $102.000000 | 1.0k | 0.10 | |
| Diageo (DEO) | 0.0 | $98.000000 | 70.00 | 1.40 | |
| Hercules Technology Growth Capital (HTGC) | 0.0 | $98.000000 | 500.00 | 0.20 | |
| Solventum Corp | 0.0 | $98.000000 | 140.00 | 0.70 | |
| Invesco Etf s&p500 eql stp (RSPS) | 0.0 | $96.990000 | 300.00 | 0.32 | |
| Oneok (OKE) | 0.0 | $91.000000 | 100.00 | 0.91 | |
| Biogen Idec (BIIB) | 0.0 | $86.998500 | 45.00 | 1.93 | |
| Trade Desk (TTD) | 0.0 | $81.997500 | 75.00 | 1.09 | |
| Carnival Corporation (CCL) | 0.0 | $79.007500 | 425.00 | 0.19 | |
| LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.0 | $77.999400 | 51.00 | 1.53 | |
| Roku (ROKU) | 0.0 | $75.000000 | 100.00 | 0.75 | |
| Suncor Energy Inc Cad | 0.0 | $74.000000 | 200.00 | 0.37 | |
| Pbf Energy Inc cl a (PBF) | 0.0 | $62.000000 | 200.00 | 0.31 | |
| Schlumberger (SLB) | 0.0 | $61.001500 | 145.00 | 0.42 | |
| Pfizer (PFE) | 0.0 | $61.005000 | 210.00 | 0.29 | |
| Medtronic | 0.0 | $59.000500 | 65.00 | 0.91 | |
| Global X Fds global x copper (COPX) | 0.0 | $54.004000 | 115.00 | 0.47 | |
| Rockwell Automation (ROK) | 0.0 | $48.000600 | 18.00 | 2.67 | |
| Ge Vernova (GEV) | 0.0 | $42.999800 | 17.00 | 2.53 | |
| Vistra Energy (VST) | 0.0 | $40.999000 | 35.00 | 1.17 | |
| Norwegian Cruise Line Hldgs (NCLH) | 0.0 | $37.008000 | 180.00 | 0.21 | |
| Grayscale Bitcoin Ord (GBTC) | 0.0 | $35.968000 | 640.00 | 0.06 | |
| Sandoz Group (SDZNY) | 0.0 | $35.003000 | 85.00 | 0.41 | |
| Ford Motor Company (F) | 0.0 | $33.995000 | 325.00 | 0.10 | |
| Jack in the Box (JACK) | 0.0 | $32.998000 | 70.00 | 0.47 | |
| PriceSmart (PSMT) | 0.0 | $32.000500 | 35.00 | 0.91 | |
| Global X Fds glb x lithium (LIT) | 0.0 | $28.002000 | 65.00 | 0.43 | |
| Spotify Technology Sa (SPOT) | 0.0 | $22.000200 | 6.00 | 3.67 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $20.000000 | 25.00 | 0.80 | |
| Cleanspark (CLSK) | 0.0 | $17.992200 | 191.00 | 0.09 | |
| Affirm Hldgs (AFRM) | 0.0 | $16.000000 | 40.00 | 0.40 | |
| Iris Energy (IREN) | 0.0 | $16.008000 | 184.00 | 0.09 | |
| Rumble Inc Com Cl A (RUM) | 0.0 | $15.990000 | 300.00 | 0.05 | |
| Novo Nordisk A/S (NVO) | 0.0 | $14.000400 | 12.00 | 1.17 | |
| iShares S&P Global Infrastructure Index (IGF) | 0.0 | $14.000000 | 25.00 | 0.56 | |
| Constellation Energy (CEG) | 0.0 | $13.000000 | 5.00 | 2.60 | |
| Marathon Digital Holdings In (MARA) | 0.0 | $12.000000 | 75.00 | 0.16 | |
| Surf Air Mobility | 0.0 | $10.969600 | 857.00 | 0.01 | |
| Upstart Hldgs (UPST) | 0.0 | $10.000000 | 25.00 | 0.40 | |
| Green Thumb Industries (GTBIF) | 0.0 | $9.999000 | 101.00 | 0.10 | |
| Strattec Security (STRT) | 0.0 | $9.000000 | 20.00 | 0.45 | |
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $9.000000 | 40.00 | 0.23 | |
| Cipher Mining (CIFR) | 0.0 | $8.000000 | 200.00 | 0.04 | |
| Quantumscape Corp (QS) | 0.0 | $6.002700 | 107.00 | 0.06 | |
| Exelon Corporation (EXC) | 0.0 | $6.000000 | 16.00 | 0.38 | |
| Sprott Etf Tr gold miners etf (SGDM) | 0.0 | $6.000000 | 20.00 | 0.30 | |
| Warner Bros. Discovery (WBD) | 0.0 | $5.997600 | 72.00 | 0.08 | |
| First Trust Global Wind Energy (FAN) | 0.0 | $5.000000 | 25.00 | 0.20 | |
| Solid Power Inc Class A (SLDP) | 0.0 | $4.992000 | 390.00 | 0.01 | |
| Elkhorn Etf Tr cmdty rotan st | 0.0 | $3.998800 | 26.00 | 0.15 | |
| Organon & Co (OGN) | 0.0 | $3.999600 | 22.00 | 0.18 | |
| Mattel (MAT) | 0.0 | $4.000000 | 20.00 | 0.20 | |
| Sprott Etf Tr jr gold miners e (SGDJ) | 0.0 | $3.999600 | 12.00 | 0.33 | |
| Allogene Therapeutics (ALLO) | 0.0 | $3.000000 | 100.00 | 0.03 | |
| Core Scientific | 0.0 | $1.999200 | 21.00 | 0.10 | |
| Match | 0.0 | $2.000000 | 5.00 | 0.40 | |
| Wheels Up Experience Inc Com Cl A | 0.0 | $2.000000 | 50.00 | 0.04 | |
| Smartrent (SMRT) | 0.0 | $2.000000 | 100.00 | 0.02 | |
| First Majestic Silver Corp (AG) | 0.0 | $2.001000 | 29.00 | 0.07 | |
| Yum! Brands (YUM) | 0.0 | $1.000000 | 1.00 | 1.00 | |
| Dollar Tree (DLTR) | 0.0 | $1.000000 | 2.00 | 0.50 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $1.000000 | 1.00 | 1.00 | |
| Riot Blockchain (RIOT) | 0.0 | $1.000000 | 20.00 | 0.05 | |
| Vertex (VERX) | 0.0 | $1.000000 | 2.00 | 0.50 | |
| Hims & Hers Heal (HIMS) | 0.0 | $1.000000 | 5.00 | 0.20 | |
| Treasury Metals (TSRMF) | 0.0 | $1.002800 | 109.00 | 0.01 | |
| Nortel Networks Corporation | 0.0 | $0 | 57.00 | 0.00 | |
| Lehman Brothers Holdings | 0.0 | $0 | 1.2k | 0.00 | |
| Pipesaver Technologies | 0.0 | $0 | 1.5k | 0.00 | |
| Cytogenix | 0.0 | $0 | 70.00 | 0.00 | |
| Sls International Inc cos | 0.0 | $0 | 1.7k | 0.00 | |
| Two Rivers Wtr & Farming | 0.0 | $0 | 55.00 | 0.00 | |
| Snap Inc cl a (SNAP) | 0.0 | $0 | 1.00 | 0.00 | |
| Mosaic Immunoengineering (CPMV) | 0.0 | $0 | 1.00 | 0.00 | |
| Dutch Bros (BROS) | 0.0 | $0 | 1.00 | 0.00 |
