West Oak Capital as of Dec. 31, 2024
Portfolio Holdings for West Oak Capital
West Oak Capital holds 314 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Jefferies | 25.5 | $721k | 70.00 | 10293.71 | |
| NVIDIA Corporation (NVDA) | 3.7 | $106k | 14.00 | 7550.79 | |
| Broad | 3.3 | $92k | 500.00 | 184.24 | |
| Apple (AAPL) | 2.5 | $72k | 29k | 2.50 | |
| Microsoft Corporation (MSFT) | 2.0 | $55k | 325.00 | 170.53 | |
| Amazon (AMZN) | 1.9 | $54k | 25k | 2.19 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 1.9 | $53k | 17k | 3.13 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $51k | 1.2k | 44.49 | |
| Costco Wholesale Corporation (COST) | 1.7 | $49k | 5.3k | 9.16 | |
| Alphabet Inc Class C cs (GOOG) | 1.6 | $46k | 24k | 1.90 | |
| Automatic Data Processing (ADP) | 1.6 | $46k | 175.00 | 263.87 | |
| Oracle Corporation (ORCL) | 1.6 | $45k | 150.00 | 299.23 | |
| Eli Lilly & Co. (LLY) | 1.6 | $45k | 500.00 | 88.97 | |
| Nextera Energy (NEE) | 1.5 | $43k | 761.00 | 55.98 | |
| American Express Company (AXP) | 1.5 | $42k | 14k | 2.96 | |
| Home Depot (HD) | 1.3 | $38k | 5.00 | 7510.60 | |
| Accenture | 1.2 | $34k | 9.6k | 3.53 | |
| Hubbell (HUBB) | 1.2 | $33k | 500.00 | 66.20 | |
| Air Products & Chemicals (APD) | 1.0 | $29k | 9.9k | 2.91 | |
| Procter & Gamble Company (PG) | 1.0 | $29k | 2.0k | 14.65 | |
| Abbott Laboratories (ABT) | 1.0 | $28k | 24k | 1.14 | |
| Chevron Corporation (CVX) | 1.0 | $27k | 19k | 1.47 | |
| Vitesse Energy (VTS) | 1.0 | $27k | 25.00 | 1085.12 | |
| Analog Devices (ADI) | 0.9 | $27k | 13k | 2.13 | |
| Emerson Electric (EMR) | 0.9 | $26k | 21k | 1.24 | |
| Charles Schwab Corporation (SCHW) | 0.9 | $26k | 12k | 2.22 | |
| Lennar Corporation (LEN) | 0.9 | $26k | 800.00 | 31.93 | |
| Colgate-Palmolive Company (CL) | 0.9 | $25k | 28k | 0.91 | |
| Citi | 0.9 | $25k | 35k | 0.71 | |
| Corning Incorporated (GLW) | 0.9 | $24k | 52k | 0.47 | |
| Danaher Corporation (DHR) | 0.8 | $24k | 11k | 2.28 | |
| Lockheed Martin Corporation (LMT) | 0.8 | $24k | 19k | 1.27 | |
| Johnson & Johnson (JNJ) | 0.8 | $23k | 450.00 | 51.48 | |
| Spectrum Brands Holding (SPB) | 0.8 | $23k | 425.00 | 54.39 | |
| Wisconsin Energy Corporation | 0.8 | $23k | 6.7k | 3.45 | |
| Applied Materials (AMAT) | 0.8 | $23k | 13k | 1.69 | |
| Amgen (AMGN) | 0.8 | $23k | 8.8k | 2.55 | |
| Texas Instruments Incorporated (TXN) | 0.8 | $22k | 51.00 | 426.12 | |
| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.7 | $21k | 919k | 0.02 | |
| Merck & Co | 0.7 | $20k | 310.00 | 64.48 | |
| Fidelity National Financial | 0.7 | $20k | 35k | 0.56 | |
| Pepsi (PEP) | 0.7 | $19k | 3.2k | 6.07 | |
| General Mills (GIS) | 0.7 | $19k | 68.00 | 280.26 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.7 | $19k | 54k | 0.35 | |
| Caterpillar (CAT) | 0.7 | $19k | 5.3k | 3.58 | |
| Sherwin-Williams Company (SHW) | 0.7 | $19k | 630.00 | 29.45 | |
| Novartis (NVS) | 0.6 | $18k | 19k | 0.98 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $17k | 16k | 1.08 | |
| Cisco Systems (CSCO) | 0.6 | $17k | 30k | 0.59 | |
| Constellation Brands (STZ) | 0.6 | $17k | 7.5k | 2.27 | |
| Northern Trust Corporation (NTRS) | 0.6 | $17k | 180.00 | 92.96 | |
| Interpublic Group of Companies (IPG) | 0.6 | $16k | 2.1k | 7.26 | |
| Abbvie (ABBV) | 0.5 | $15k | 8.9k | 1.73 | |
| Target Corporation | 0.5 | $15k | 255.00 | 60.30 | |
| Asml Holding (ASML) | 0.5 | $15k | 756.00 | 19.83 | |
| Verizon Communications (VZ) | 0.5 | $14k | 490.00 | 29.05 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.5 | $13k | 60.00 | 214.95 | |
| iShares S&P 500 Value Index (IVE) | 0.4 | $13k | 207.00 | 60.41 | |
| Schwab Strategic Tr (SCHY) | 0.4 | $12k | 848.00 | 14.51 | |
| Fidelity National Information Services (FIS) | 0.4 | $12k | 15k | 0.81 | |
| MasterCard Incorporated (MA) | 0.4 | $10k | 100.00 | 104.00 | |
| Facebook Inc cl a (META) | 0.3 | $9.6k | 65.00 | 148.18 | |
| AFLAC Incorporated (AFL) | 0.3 | $9.5k | 9.2k | 1.03 | |
| SYSCO Corporation (SYY) | 0.3 | $8.9k | 857.00 | 10.36 | |
| T. Rowe Price (TROW) | 0.3 | $8.5k | 12k | 0.73 | |
| Tractor Supply Company (TSCO) | 0.3 | $8.0k | 220.00 | 36.19 | |
| Schwab U S Small Cap ETF (SCHA) | 0.3 | $7.3k | 78k | 0.09 | |
| 3M Company (MMM) | 0.3 | $7.3k | 5.5k | 1.31 | |
| Trane Technologies (TT) | 0.2 | $7.0k | 600.00 | 11.60 | |
| Servicenow (NOW) | 0.2 | $6.6k | 433.00 | 15.30 | |
| iShares S&P 500 Index (IVV) | 0.2 | $6.4k | 4.2k | 1.52 | |
| Visa (V) | 0.2 | $6.2k | 2.00 | 3113.00 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $6.1k | 3.0k | 2.03 | |
| Schwab International Equity ETF (SCHF) | 0.2 | $6.0k | 839.00 | 7.20 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $5.9k | 3.1k | 1.89 | |
| CIGNA Corporation | 0.2 | $5.7k | 2.1k | 2.76 | |
| Morgan Stanley (MS) | 0.2 | $5.7k | 1.4k | 4.11 | |
| EOG Resources (EOG) | 0.2 | $5.4k | 4.5k | 1.21 | |
| salesforce (CRM) | 0.2 | $5.0k | 1.5k | 3.34 | |
| Ecolab (ECL) | 0.2 | $4.8k | 2.1k | 2.34 | |
| Chubb (CB) | 0.2 | $4.8k | 1.7k | 2.76 | |
| Wells Fargo & Company (WFC) | 0.2 | $4.7k | 109k | 0.04 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.2 | $4.6k | 130.00 | 35.21 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $4.3k | 20.00 | 215.55 | |
| Vanguard Growth ETF (VUG) | 0.2 | $4.3k | 1.1k | 3.91 | |
| Arista Networks | 0.2 | $4.3k | 350.00 | 12.25 | |
| Berkshire Hathaway Inc. Class B | 0.2 | $4.3k | 55.00 | 77.87 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $4.2k | 160.00 | 26.44 | |
| iShares Russell Midcap Index Fund (IWR) | 0.1 | $4.1k | 25.00 | 162.64 | |
| Goldman Sachs (GS) | 0.1 | $3.9k | 65.00 | 59.46 | |
| Mid-America Apartment (MAA) | 0.1 | $3.7k | 13k | 0.28 | |
| Coca-Cola Company (KO) | 0.1 | $3.7k | 5.9k | 0.62 | |
| AvalonBay Communities (AVB) | 0.1 | $3.6k | 16k | 0.23 | |
| PerkinElmer (RVTY) | 0.1 | $3.5k | 210.00 | 16.74 | |
| Public Storage (PSA) | 0.1 | $3.5k | 85.00 | 40.93 | |
| Intercontinental Exchange (ICE) | 0.1 | $3.4k | 485.00 | 7.00 | |
| Carrier Global Corporation (CARR) | 0.1 | $3.3k | 4.9k | 0.68 | |
| Ventas (VTR) | 0.1 | $3.2k | 137.00 | 23.23 | |
| Philip Morris International (PM) | 0.1 | $3.1k | 200.00 | 15.44 | |
| Ametek (AME) | 0.1 | $3.1k | 1.7k | 1.80 | |
| Honeywell International (HON) | 0.1 | $2.8k | 9.6k | 0.29 | |
| McDonald's Corporation (MCD) | 0.1 | $2.8k | 20.00 | 139.00 | |
| Walt Disney Company (DIS) | 0.1 | $2.7k | 2.5k | 1.11 | |
| Rbc Cad (RY) | 0.1 | $2.7k | 2.2k | 1.21 | |
| Qualcomm (QCOM) | 0.1 | $2.6k | 300.00 | 8.60 | |
| KLA-Tencor Corporation (KLAC) | 0.1 | $2.5k | 165.00 | 15.27 | |
| Wal-Mart Stores (WMT) | 0.1 | $2.5k | 2.0k | 1.26 | |
| Financial Select Sector SPDR (XLF) | 0.1 | $2.4k | 14k | 0.17 | |
| Ameriprise Financial (AMP) | 0.1 | $2.4k | 450.00 | 5.32 | |
| Jp Morgan Exchange Traded Fd fund (JMUB) | 0.1 | $2.4k | 16k | 0.15 | |
| Cannae Holdings (CNNE) | 0.1 | $2.3k | 150.00 | 15.53 | |
| McCormick & Company, Incorporated (MKC) | 0.1 | $2.3k | 5.00 | 457.40 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $2.1k | 970.00 | 2.21 | |
| Lennar Corporation (LEN.B) | 0.1 | $2.1k | 1.2k | 1.71 | |
| D.R. Horton (DHI) | 0.1 | $2.0k | 1.4k | 1.40 | |
| Myr (MYRG) | 0.1 | $2.0k | 4.5k | 0.44 | |
| Union Pacific Corporation (UNP) | 0.1 | $1.9k | 26.00 | 74.12 | |
| Lam Research Corporation | 0.1 | $1.9k | 400.00 | 4.79 | |
| Sterling Construction Company (STRL) | 0.1 | $1.9k | 1.6k | 1.18 | |
| Entegris (ENTG) | 0.1 | $1.7k | 1.7k | 0.99 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $1.7k | 2.9k | 0.59 | |
| Bank of America Corporation (BAC) | 0.1 | $1.7k | 700.00 | 2.38 | |
| Health Care SPDR (XLV) | 0.1 | $1.6k | 200.00 | 8.19 | |
| Starbucks Corporation (SBUX) | 0.1 | $1.5k | 12.00 | 121.67 | |
| McKesson Corporation (MCK) | 0.1 | $1.5k | 3.0k | 0.48 | |
| Ares Capital Corporation (ARCC) | 0.1 | $1.4k | 635.00 | 2.28 | |
| Altria (MO) | 0.1 | $1.4k | 2.7k | 0.52 | |
| New Era Helium (NUAI) | 0.0 | $1.4k | 60k | 0.02 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $1.4k | 1.00 | 1372.00 | |
| Industrial SPDR (XLI) | 0.0 | $1.4k | 3.6k | 0.38 | |
| Valero Energy Corporation (VLO) | 0.0 | $1.3k | 125.00 | 10.78 | |
| Avery Dennison Corporation (AVY) | 0.0 | $1.3k | 1.6k | 0.81 | |
| Allstate Corporation (ALL) | 0.0 | $1.3k | 663.00 | 1.93 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 0.0 | $1.2k | 950.00 | 1.29 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $1.2k | 600.00 | 2.03 | |
| Clorox Company (CLX) | 0.0 | $1.2k | 825.00 | 1.48 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $1.1k | 75.00 | 15.27 | |
| Broadridge Financial Solutions (BR) | 0.0 | $1.1k | 802.00 | 1.41 | |
| Stryker Corporation (SYK) | 0.0 | $1.1k | 380.00 | 2.84 | |
| International Business Machines (IBM) | 0.0 | $1.1k | 55k | 0.02 | |
| Technology SPDR (XLK) | 0.0 | $1.0k | 1.2k | 0.86 | |
| ConocoPhillips (COP) | 0.0 | $1.0k | 1.0k | 0.99 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $1.0k | 1.0k | 0.96 | |
| F&G Annuities & Life (FG) | 0.0 | $991.898500 | 2.4k | 0.41 | |
| Franklin Resources (BEN) | 0.0 | $990.015000 | 325.00 | 3.05 | |
| Proshares Tr S&p 500 Aristo (NOBL) | 0.0 | $988.048600 | 1.2k | 0.85 | |
| Quanta Services (PWR) | 0.0 | $947.998600 | 107.00 | 8.86 | |
| Kkr & Co (KKR) | 0.0 | $924.000000 | 4.0k | 0.23 | |
| Cardinal Health (CAH) | 0.0 | $923.015000 | 425.00 | 2.17 | |
| Anthem (ELV) | 0.0 | $922.000000 | 250.00 | 3.69 | |
| SPDR Gold Trust (GLD) | 0.0 | $920.000000 | 20.00 | 46.00 | |
| Flexshares Tr qualt divd idx (QDF) | 0.0 | $917.020000 | 1.3k | 0.71 | |
| Proshares Msci Transform (ANEW) | 0.0 | $879.011200 | 992.00 | 0.89 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $853.005600 | 184.00 | 4.64 | |
| Bristol Myers Squibb (BMY) | 0.0 | $843.315000 | 40k | 0.02 | |
| U.S. Bancorp (USB) | 0.0 | $839.000500 | 845.00 | 0.99 | |
| Fiserv (FI) | 0.0 | $822.000000 | 400.00 | 2.06 | |
| Church & Dwight (CHD) | 0.0 | $813.985200 | 777.00 | 1.05 | |
| Mondelez Int (MDLZ) | 0.0 | $812.000000 | 1.0k | 0.81 | |
| Tradeweb Markets (TW) | 0.0 | $785.961900 | 3.0k | 0.26 | |
| Halliburton Company (HAL) | 0.0 | $747.995900 | 101.00 | 7.41 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $738.075000 | 3.3k | 0.23 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $717.105800 | 6.2k | 0.12 | |
| Modine Manufacturing (MOD) | 0.0 | $695.968000 | 2.4k | 0.29 | |
| Paypal Holdings (PYPL) | 0.0 | $683.000000 | 200.00 | 3.42 | |
| Garmin | 0.0 | $671.216000 | 7.3k | 0.09 | |
| UnitedHealth (UNH) | 0.0 | $631.999500 | 55.00 | 11.49 | |
| NRG Energy (NRG) | 0.0 | $632.030000 | 700.00 | 0.90 | |
| Ares Management Corporation cl a com stk (ARES) | 0.0 | $619.740000 | 6.6k | 0.09 | |
| Gilead Sciences (GILD) | 0.0 | $613.999200 | 101.00 | 6.08 | |
| Cava Group Ord (CAVA) | 0.0 | $604.983200 | 536.00 | 1.13 | |
| Wingstop (WING) | 0.0 | $568.000800 | 72.00 | 7.89 | |
| SPDR S&P Dividend (SDY) | 0.0 | $560.994000 | 140.00 | 4.01 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $557.380200 | 11k | 0.05 | |
| Howmet Aerospace (HWM) | 0.0 | $547.054500 | 1.3k | 0.44 | |
| Palo Alto Networks (PANW) | 0.0 | $546.031500 | 665.00 | 0.82 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $511.002500 | 115.00 | 4.44 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $503.668500 | 7.2k | 0.07 | |
| Evercore Partners (EVR) | 0.0 | $484.995000 | 175.00 | 2.77 | |
| Schwab Strategic Tr us reit etf (SCHH) | 0.0 | $469.441000 | 24k | 0.02 | |
| LeMaitre Vascular (LMAT) | 0.0 | $460.996800 | 176.00 | 2.62 | |
| Nike (NKE) | 0.0 | $453.999300 | 57.00 | 7.96 | |
| Lattice Semiconductor (LSCC) | 0.0 | $453.000000 | 40.00 | 11.32 | |
| Veralto Corp (VLTO) | 0.0 | $450.980200 | 418.00 | 1.08 | |
| Piper Jaffray Companies (PIPR) | 0.0 | $450.000000 | 1.5k | 0.30 | |
| Jackson Financial (JXN.PA) | 0.0 | $392.000000 | 175.00 | 2.24 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $387.990000 | 270.00 | 1.44 | |
| Blackrock Multi-sector Incom other (BIT) | 0.0 | $365.001000 | 147.00 | 2.48 | |
| Workday Inc cl a (WDAY) | 0.0 | $360.505500 | 24k | 0.01 | |
| iShares Silver Trust (SLV) | 0.0 | $341.010000 | 300.00 | 1.14 | |
| Duke Energy Corporation | 0.0 | $337.007100 | 313.00 | 1.08 | |
| Eaton Corporation | 0.0 | $332.000000 | 100.00 | 3.32 | |
| American Electric Power Company (AEP) | 0.0 | $331.992000 | 360.00 | 0.92 | |
| Monolithic Power Systems (MPWR) | 0.0 | $325.020000 | 600.00 | 0.54 | |
| Intuitive Surgical (ISRG) | 0.0 | $313.087500 | 2.3k | 0.14 | |
| Boston Scientific Corporation (BSX) | 0.0 | $289.954000 | 1.5k | 0.19 | |
| Capital One Financial (COF) | 0.0 | $266.994000 | 780.00 | 0.34 | |
| MetLife (MET) | 0.0 | $265.011800 | 20k | 0.01 | |
| HEICO Corporation (HEI) | 0.0 | $262.075000 | 2.8k | 0.10 | |
| Intel Corporation (INTC) | 0.0 | $259.776000 | 7.9k | 0.03 | |
| Jabil Circuit (JBL) | 0.0 | $252.007000 | 1.3k | 0.19 | |
| Baxter International (BAX) | 0.0 | $247.917500 | 3.8k | 0.07 | |
| Booking Holdings (BKNG) | 0.0 | $248.000000 | 5.00 | 49.60 | |
| Vaneck Vectors Etf Tr bdc income etf (BIZD) | 0.0 | $241.000000 | 25.00 | 9.64 | |
| Transunion (TRU) | 0.0 | $232.064000 | 2.0k | 0.12 | |
| Paychex (PAYX) | 0.0 | $224.000000 | 700.00 | 0.32 | |
| NetEase (NTES) | 0.0 | $223.000000 | 250.00 | 0.89 | |
| Advanced Micro Devices (AMD) | 0.0 | $217.008000 | 180.00 | 1.21 | |
| FedEx Corporation (FDX) | 0.0 | $217.001400 | 77.00 | 2.82 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $216.243200 | 34k | 0.01 | |
| Tesla Motors (TSLA) | 0.0 | $205.990200 | 234.00 | 0.88 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $205.292500 | 12k | 0.02 | |
| iShares S&P Asia 50 Index Fund (AIA) | 0.0 | $202.860000 | 4.6k | 0.04 | |
| Advanced Drain Sys Inc Del (WMS) | 0.0 | $202.002500 | 175.00 | 1.15 | |
| Nu Hldgs Ltd Ord Shs Cl A (NU) | 0.0 | $201.870000 | 81k | 0.00 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $201.022200 | 522.00 | 0.39 | |
| PNC Financial Services (PNC) | 0.0 | $193.000500 | 35.00 | 5.51 | |
| Pfizer (PFE) | 0.0 | $187.929500 | 2.6k | 0.07 | |
| American Intl Group | 0.0 | $182.000000 | 250.00 | 0.73 | |
| Ishares Tr Exponential Technologies Etf (XT) | 0.0 | $179.013600 | 1.1k | 0.17 | |
| Netflix (NFLX) | 0.0 | $178.000000 | 20.00 | 8.90 | |
| Citizens Financial (CFG) | 0.0 | $175.000000 | 400.00 | 0.44 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $171.076400 | 2.6k | 0.06 | |
| O'reilly Automotive (ORLY) | 0.0 | $166.000000 | 100.00 | 1.66 | |
| Genuine Parts Company (GPC) | 0.0 | $164.612000 | 29k | 0.01 | |
| Hewlett-Packard Company | 0.0 | $153.000000 | 500.00 | 0.31 | |
| DTE Energy Company (DTE) | 0.0 | $139.000500 | 115.00 | 1.21 | |
| Kraft Heinz (KHC) | 0.0 | $138.000000 | 625.00 | 0.22 | |
| Schwab Cap Tr Fdl Uslcoidx I (SFLNX) | 0.0 | $135.995500 | 145.00 | 0.94 | |
| M/I Homes (MHO) | 0.0 | $133.062000 | 5.0k | 0.03 | |
| Becton, Dickinson and (BDX) | 0.0 | $125.035000 | 850.00 | 0.15 | |
| SJW (HTO) | 0.0 | $123.000000 | 250.00 | 0.49 | |
| Eastman Chemical Company (EMN) | 0.0 | $122.998500 | 135.00 | 0.91 | |
| Lamb Weston Hldgs (LW) | 0.0 | $117.990000 | 450.00 | 0.26 | |
| Mitsubishi UFJ Financial (MUFG) | 0.0 | $117.000000 | 20.00 | 5.85 | |
| AstraZeneca (AZN) | 0.0 | $114.962900 | 2.5k | 0.05 | |
| Sempra Energy (SRE) | 0.0 | $113.953500 | 1.0k | 0.11 | |
| General Electric Company | 0.0 | $113.000700 | 17.00 | 6.65 | |
| Solventum Corp | 0.0 | $109.005000 | 390.00 | 0.28 | |
| Altc Acquisition Corp (OKLO) | 0.0 | $105.651000 | 27k | 0.00 | |
| wisdomtreetrusdivd.. (DGRW) | 0.0 | $105.000000 | 25.00 | 4.20 | |
| Hercules Technology Growth Capital (HTGC) | 0.0 | $100.001000 | 110.00 | 0.91 | |
| Oneok (OKE) | 0.0 | $100.001000 | 22.00 | 4.55 | |
| BioMarin Pharmaceutical (BMRN) | 0.0 | $97.002000 | 45.00 | 2.16 | |
| Pulte (PHM) | 0.0 | $93.072000 | 1.7k | 0.06 | |
| Diageo (DEO) | 0.0 | $88.998000 | 70.00 | 1.27 | |
| Trade Desk (TTD) | 0.0 | $86.430000 | 35k | 0.00 | |
| American Tower Corporation | 0.0 | $82.998000 | 45.00 | 1.84 | |
| Suncor Energy Inc Cad | 0.0 | $71.010000 | 300.00 | 0.24 | |
| Biogen Idec (BIIB) | 0.0 | $68.985000 | 945.00 | 0.07 | |
| LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.0 | $67.183000 | 5.8k | 0.01 | |
| Surf Air Mobility | 0.0 | $59.800000 | 260.00 | 0.23 | |
| Microchip Technology (MCHP) | 0.0 | $56.700000 | 2.0k | 0.03 | |
| Ge Vernova (GEV) | 0.0 | $55.997500 | 325.00 | 0.17 | |
| Schlumberger (SLB) | 0.0 | $55.998000 | 85.00 | 0.66 | |
| Yandex Nv-a (NBIS) | 0.0 | $54.945000 | 1.4k | 0.04 | |
| Pbf Energy Inc cl a (PBF) | 0.0 | $53.057700 | 12k | 0.00 | |
| Medtronic | 0.0 | $51.977800 | 959.00 | 0.05 | |
| Rockwell Automation (ROK) | 0.0 | $51.000000 | 100.00 | 0.51 | |
| Nano Nuclear Energy (NNE) | 0.0 | $50.000000 | 1.00 | 50.00 | |
| Vistra Energy (VST) | 0.0 | $48.000000 | 50.00 | 0.96 | |
| Global X Fds global x copper (COPX) | 0.0 | $44.023000 | 665.00 | 0.07 | |
| Grayscale Bitcoin Ord (GBTC) | 0.0 | $40.082000 | 980.00 | 0.04 | |
| Rumble Inc Com Cl A (RUM) | 0.0 | $39.000000 | 300.00 | 0.13 | |
| Iris Energy (IREN) | 0.0 | $36.000000 | 600.00 | 0.06 | |
| Lululemon Athletica (LULU) | 0.0 | $34.054500 | 1.6k | 0.02 | |
| Wolfspeed | 0.0 | $33.000000 | 300.00 | 0.11 | |
| PriceSmart (PSMT) | 0.0 | $32.231600 | 17k | 0.00 | |
| Jack in the Box (JACK) | 0.0 | $29.941800 | 21k | 0.00 | |
| Spotify Technology Sa (SPOT) | 0.0 | $26.984000 | 27k | 0.00 | |
| Boeing Company (BA) | 0.0 | $27.000000 | 2.5k | 0.01 | |
| Global X Fds glb x lithium (LIT) | 0.0 | $27.002000 | 115.00 | 0.23 | |
| Affirm Hldgs (AFRM) | 0.0 | $24.000000 | 40.00 | 0.60 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $21.228000 | 35k | 0.00 | |
| Sofi Technologies (SOFI) | 0.0 | $20.000000 | 100.00 | 0.20 | |
| Cleanspark (CLSK) | 0.0 | $17.992200 | 191.00 | 0.09 | |
| Upstart Hldgs (UPST) | 0.0 | $15.000000 | 300.00 | 0.05 | |
| Marathon Digital Holdings In (MARA) | 0.0 | $12.999900 | 51.00 | 0.25 | |
| iShares S&P Global Infrastructure Index (IGF) | 0.0 | $13.000000 | 650.00 | 0.02 | |
| Constellation Energy (CEG) | 0.0 | $11.000000 | 5.00 | 2.20 | |
| Novo Nordisk A/S (NVO) | 0.0 | $9.999600 | 12.00 | 0.83 | |
| Cipher Mining (CIFR) | 0.0 | $9.000000 | 200.00 | 0.04 | |
| Green Thumb Industries (GTBIF) | 0.0 | $8.000000 | 320.00 | 0.03 | |
| Warner Bros. Discovery (WBD) | 0.0 | $8.001000 | 35.00 | 0.23 | |
| Strattec Security (STRT) | 0.0 | $7.987500 | 1.1k | 0.01 | |
| Solid Power Inc Class A (SLDP) | 0.0 | $7.000000 | 1.00 | 7.00 | |
| Exelon Corporation (EXC) | 0.0 | $6.000000 | 16.00 | 0.38 | |
| Sprott Etf Tr gold miners etf (SGDM) | 0.0 | $6.000000 | 6.00 | 1.00 | |
| Quantumscape Corp (QS) | 0.0 | $5.960000 | 3.7k | 0.00 | |
| First Trust Global Wind Energy (FAN) | 0.0 | $4.000000 | 25.00 | 0.16 | |
| Sprott Etf Tr jr gold miners e (SGDJ) | 0.0 | $3.999500 | 19.00 | 0.21 | |
| Mattel (MAT) | 0.0 | $3.950000 | 2.0k | 0.00 | |
| Core Scientific | 0.0 | $3.000900 | 21.00 | 0.14 | |
| Smartrent (SMRT) | 0.0 | $2.185200 | 5.5k | 0.00 | |
| Match | 0.0 | $2.002500 | 75.00 | 0.03 | |
| Allogene Therapeutics (ALLO) | 0.0 | $2.000000 | 100.00 | 0.02 | |
| Riot Blockchain (RIOT) | 0.0 | $1.999800 | 18.00 | 0.11 | |
| First Majestic Silver Corp (AG) | 0.0 | $2.001000 | 29.00 | 0.07 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $1.015000 | 1.5k | 0.00 | |
| Hims & Hers Heal (HIMS) | 0.0 | $0.987000 | 470.00 | 0.00 | |
| Dollar Tree (DLTR) | 0.0 | $1.000000 | 2.00 | 0.50 | |
| Treasury Metals (TSRMF) | 0.0 | $1.000000 | 250.00 | 0.00 | |
| Dutch Bros (BROS) | 0.0 | $1.000000 | 1.00 | 1.00 | |
| Yum! Brands (YUM) | 0.0 | $1.001000 | 130.00 | 0.01 | |
| Vertex (VERX) | 0.0 | $1.081000 | 5.4k | 0.00 | |
| Nortel Networks Corporation | 0.0 | $0 | 16k | 0.00 | |
| Lehman Brothers Holdings | 0.0 | $0 | 265.00 | 0.00 | |
| Pipesaver Technologies | 0.0 | $0 | 100.00 | 0.00 | |
| Cytogenix | 0.0 | $0 | 70.00 | 0.00 | |
| Sls International Inc cos | 0.0 | $0 | 7.3k | 0.00 | |
| Two Rivers Wtr & Farming | 0.0 | $0 | 109.00 | 0.00 | |
| Snap Inc cl a (SNAP) | 0.0 | $0 | 1.7k | 0.00 | |
| Mosaic Immunoengineering (CPMV) | 0.0 | $0 | 55.00 | 0.00 | |
| Wheels Up Experience Inc Com Cl A | 0.0 | $0 | 2.8k | 0.00 |
