Winch Advisory Services

Winch Advisory Services as of March 31, 2025

Portfolio Holdings for Winch Advisory Services

Winch Advisory Services holds 504 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 10.5 $40M 584k 68.01
Vanguard Short Term Treasury Etf Etf (VGSH) 7.5 $28M 484k 58.69
Apple (AAPL) 6.8 $26M 116k 222.13
Vanguard Intermediate Term Corp Bond Etf Etf (VCIT) 6.4 $24M 297k 81.76
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 6.1 $23M 254k 91.73
NVIDIA Corporation (NVDA) 6.1 $23M 213k 108.38
Capital Group Fixed Income U S Multi Sector Income Etf Etf (CGMS) 5.3 $20M 733k 27.30
Amazon (AMZN) 4.2 $16M 84k 190.26
Microsoft Corporation (MSFT) 4.1 $16M 42k 375.39
Berkshire Hathaway (BRK.B) 3.6 $14M 25k 532.58
Ishares Short Treasury Bond Etf Etf (SHV) 3.3 $13M 114k 110.46
Alphabet Inc Class C cs (GOOG) 2.7 $10M 65k 156.23
Visa (V) 1.8 $6.7M 19k 350.46
JPMorgan Chase & Co. (JPM) 1.6 $6.0M 24k 245.30
Stryker Corporation (SYK) 1.4 $5.4M 15k 372.26
Netflix (NFLX) 1.3 $5.0M 5.4k 932.52
Goldman Sachs Access Treasury 0-1yr Etf Etf (GBIL) 1.3 $4.9M 49k 100.18
Invesco Qqq Etf Etf (QQQ) 1.2 $4.6M 9.9k 468.93
Goldman Sachs Physical Gold Etf Etf (AAAU) 1.2 $4.6M 150k 30.88
Facebook Inc cl a (META) 1.1 $4.2M 7.3k 576.36
Spdr S&p 500 Etf Etf (SPY) 1.0 $3.7M 6.7k 559.37
salesforce (CRM) 0.9 $3.5M 13k 268.35
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY) 0.9 $3.4M 42k 82.73
Costco Wholesale Corporation (COST) 0.8 $3.1M 3.3k 945.91
Vanguard Total Stock Market Etf Etf (VTI) 0.8 $2.9M 10k 274.85
Marvell Technology (MRVL) 0.7 $2.8M 45k 61.57
Spdr Emerging Markets Etf Etf (SPEM) 0.7 $2.7M 69k 39.37
Citigroup (C) 0.7 $2.6M 37k 70.99
Adobe Systems Incorporated (ADBE) 0.6 $2.4M 6.2k 383.55
Spdr Portfolio Intermediate Term Corp Bond Etf Etf (SPIB) 0.6 $2.2M 66k 33.24
Coca-Cola Company (KO) 0.6 $2.2M 30k 71.62
Spdr Aggregate Bond Etf Etf (SPAB) 0.5 $1.8M 71k 25.54
Walt Disney Company (DIS) 0.5 $1.8M 18k 98.70
MasterCard Incorporated (MA) 0.5 $1.8M 3.2k 548.05
Verizon Communications (VZ) 0.5 $1.7M 38k 45.36
Raytheon Technologies Corp (RTX) 0.4 $1.6M 12k 132.46
Honeywell International (HON) 0.4 $1.6M 7.4k 211.76
Texas Instruments Incorporated (TXN) 0.4 $1.3M 7.5k 179.69
eBay (EBAY) 0.3 $1.3M 19k 67.73
Procter & Gamble Company (PG) 0.3 $1.3M 7.4k 170.41
Tesla Motors (TSLA) 0.3 $1.2M 4.7k 259.16
Paypal Holdings (PYPL) 0.3 $1.1M 17k 65.25
Starbucks Corporation (SBUX) 0.3 $1.1M 11k 98.09
Chevron Corporation (CVX) 0.3 $1.1M 6.5k 167.28
Wal-Mart Stores (WMT) 0.3 $1.1M 12k 87.79
Northrop Grumman Corporation (NOC) 0.3 $1.1M 2.1k 511.96
Nike (NKE) 0.2 $900k 14k 63.48
Ishares Broad Usd High Yield Corporate Bd Etf Etf (USHY) 0.2 $886k 24k 36.81
Medtronic (MDT) 0.2 $862k 9.6k 89.86
Vanguard Intermediate Term Treasury Index Etf Etf (VGIT) 0.2 $852k 14k 59.40
Wec Energy Group (WEC) 0.2 $824k 7.6k 108.98
Vanguard Short Term Corp Bond Etf Etf (VCSH) 0.2 $799k 10k 78.94
Exxon Mobil Corporation (XOM) 0.2 $789k 6.6k 118.93
Wisdomtree Yield Enhanced U S Aggregate Bond Etf Etf (AGGY) 0.2 $757k 17k 43.43
Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.2 $716k 25k 29.24
Vanguard Growth Etf Etf (VUG) 0.2 $707k 1.9k 370.86
Spdr Gold Trust Gold Shares Etf (GLD) 0.2 $698k 2.4k 288.14
Alphabet Inc Class A cs (GOOGL) 0.2 $672k 4.3k 154.64
Lockheed Martin Corporation (LMT) 0.2 $608k 1.4k 446.66
Vaneck Semiconductor Etf Etf (SMH) 0.2 $585k 2.8k 211.46
Asml Holding (ASML) 0.2 $582k 879.00 662.33
Johnson & Johnson (JNJ) 0.1 $558k 3.4k 165.84
Roper Industries (ROP) 0.1 $557k 944.00 589.85
Ishares Gold Trust Etf Etf (IAU) 0.1 $542k 9.2k 58.96
Vanguard Financials Etf Etf (VFH) 0.1 $536k 4.5k 119.47
3M Company (MMM) 0.1 $524k 3.6k 146.86
Vanguard Health Care Etf Etf (VHT) 0.1 $517k 2.0k 264.72
Pfizer (PFE) 0.1 $473k 19k 25.34
Wisdomtree Yield Enhanced U S Short Term Aggregate Bd Etf Etf (SHAG) 0.1 $456k 9.6k 47.60
BP (BP) 0.1 $435k 13k 33.79
Advanced Micro Devices (AMD) 0.1 $427k 4.2k 102.74
Deere & Company (DE) 0.1 $419k 893.00 469.27
KLA-Tencor Corporation (KLAC) 0.1 $402k 591.00 680.33
McDonald's Corporation (MCD) 0.1 $392k 1.3k 312.44
At&t (T) 0.1 $369k 13k 28.28
UnitedHealth (UNH) 0.1 $354k 676.00 524.04
Vanguard Materials Etf Etf (VAW) 0.1 $344k 1.8k 188.80
Nextera Energy (NEE) 0.1 $330k 4.7k 70.89
Taiwan Semiconductor Mfg (TSM) 0.1 $327k 2.0k 165.96
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.1 $321k 5.6k 57.14
Vanguard Industrials Etf Etf (VIS) 0.1 $273k 1.1k 247.61
Waste Management (WM) 0.1 $260k 1.1k 231.59
Spdr Ssga Ultra Short Term Bond Etf Etf (ULST) 0.1 $256k 6.3k 40.65
Kimberly-Clark Corporation (KMB) 0.1 $245k 1.7k 142.21
Lam Research (LRCX) 0.1 $241k 3.3k 72.70
Cheniere Energy (LNG) 0.1 $235k 1.0k 231.45
Vanguard High Dividend Yield Etf Etf (VYM) 0.1 $230k 1.8k 128.94
Industries N shs - a - (LYB) 0.1 $220k 3.1k 70.40
Vanguard Value Etf Etf (VTV) 0.1 $207k 1.2k 172.75
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.1 $206k 4.0k 51.07
Technology Select Sector Spdr Etf Etf (XLK) 0.1 $202k 978.00 206.43
Wells Fargo & Company (WFC) 0.1 $198k 2.8k 71.80
Ford Motor Company (F) 0.0 $187k 19k 10.03
American Conservative Values Etf Etf (ACVF) 0.0 $186k 4.3k 42.82
Robo Global Robotics & Automation Index Etf Etf (ROBO) 0.0 $177k 3.4k 51.51
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $167k 3.6k 46.81
Spdr Dow Jones Industrial Average Etf Etf (DIA) 0.0 $163k 389.00 419.50
Micron Technology (MU) 0.0 $159k 1.8k 86.89
Broadcom (AVGO) 0.0 $157k 937.00 167.47
ConocoPhillips (COP) 0.0 $147k 1.4k 105.05
Energy Select Sector Spdr Etf Etf (XLE) 0.0 $146k 1.6k 93.47
Dow (DOW) 0.0 $146k 4.2k 34.92
Valero Energy Corporation (VLO) 0.0 $146k 1.1k 132.08
Abbvie (ABBV) 0.0 $144k 688.00 209.62
Global X Robotics A I Etf Etf (BOTZ) 0.0 $139k 4.9k 28.46
Pepsi (PEP) 0.0 $138k 918.00 149.99
Valvoline Inc Common (VVV) 0.0 $137k 3.9k 34.81
Ishares U S Aerospace & Defense Etf Etf (ITA) 0.0 $137k 893.00 153.07
Amcor (AMCR) 0.0 $133k 14k 9.70
Altria (MO) 0.0 $126k 2.1k 60.03
Agnc Invt Corp Com reit (AGNC) 0.0 $115k 12k 9.58
Metropcs Communications (TMUS) 0.0 $114k 426.00 266.49
Fidelity National Information Services (FIS) 0.0 $112k 1.5k 74.68
Occidental Petroleum Corporation (OXY) 0.0 $108k 2.2k 49.36
Ishares Silver Trust Etf (SLV) 0.0 $108k 3.5k 30.99
EOG Resources (EOG) 0.0 $104k 811.00 128.25
Abrdn Physical Precious Metals Basket Etf Etf (GLTR) 0.0 $104k 802.00 129.47
Freeport-McMoRan Copper & Gold (FCX) 0.0 $103k 2.7k 37.85
Ishares Russell 2000 Etf Etf (IWM) 0.0 $100k 500.00 199.67
Capital Group Dividend Value Etf Etf (CGDV) 0.0 $99k 2.8k 35.64
Financial Select Sector Spdr Etf Etf (XLF) 0.0 $95k 1.9k 49.81
Ishares Biotechnology Etf Etf (IBB) 0.0 $92k 717.00 127.88
Communication Services Select Sector Spdr Etf Etf (XLC) 0.0 $92k 950.00 96.49
Vanguard Dividend Appreciation Index Fund Etf Etf (VIG) 0.0 $89k 456.00 194.20
Boeing Company (BA) 0.0 $88k 518.00 170.55
Ishares Core U S Aggregate Bond Etf Etf (AGG) 0.0 $86k 864.00 98.91
Xcel Energy (XEL) 0.0 $85k 1.2k 70.78
Kraft Heinz (KHC) 0.0 $82k 2.7k 30.43
Wp Carey (WPC) 0.0 $81k 1.3k 63.11
Cisco Systems (CSCO) 0.0 $81k 1.3k 61.70
Eli Lilly & Co. (LLY) 0.0 $81k 98.00 825.99
Marathon Petroleum Corp (MPC) 0.0 $80k 549.00 145.64
Qualcomm (QCOM) 0.0 $79k 513.00 153.50
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.0 $76k 942.00 80.36
Healthcare Select Sector Spdr Etf Etf (XLV) 0.0 $74k 508.00 146.13
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $74k 1.6k 45.26
Bank of America Corporation (BAC) 0.0 $71k 1.7k 41.73
Huntington Bancshares Incorporated (HBAN) 0.0 $69k 4.6k 15.01
Ashland (ASH) 0.0 $67k 1.1k 59.28
Jacobs Engineering Group (J) 0.0 $66k 543.00 120.95
Capital Group Fixed Core Plus Income Etf Etf (CGCP) 0.0 $64k 2.8k 22.45
Schwab Fundamental Intl Equity Etf Etf (FNDF) 0.0 $63k 1.7k 36.13
Vanguard Mid Cap Etf Etf (VO) 0.0 $62k 241.00 258.86
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.0 $62k 937.00 65.78
Southern Company (SO) 0.0 $60k 653.00 91.91
Dupont De Nemours (DD) 0.0 $59k 796.00 74.67
Eaton (ETN) 0.0 $58k 212.00 272.06
Main Street Capital Corporation (MAIN) 0.0 $57k 1.0k 56.54
Nicolet Bankshares (NIC) 0.0 $56k 509.00 109.00
Ishare Global Energy Etf Etf (IXC) 0.0 $55k 1.3k 42.07
United States Steel Corporation 0.0 $53k 1.3k 42.26
Jpmorgan Ultra Short Income Etf Etf (JPST) 0.0 $53k 1.0k 50.62
Principal Financial (PFG) 0.0 $52k 618.00 84.34
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $52k 496.00 104.66
Philip Morris International (PM) 0.0 $52k 324.00 158.86
Vanguard Mega Cap Growth Etf Etf (MGK) 0.0 $52k 167.00 308.16
Spdr Tips Etf Etf (SPIP) 0.0 $51k 1.9k 26.37
Ishares Core S&p Total U S Stock Market Etf Etf (ITOT) 0.0 $50k 412.00 122.07
Capital Group Growth Etf Etf (CGGR) 0.0 $50k 1.5k 34.24
Ishares Core S&p U S Growth Etf Etf (IUSG) 0.0 $49k 384.00 127.03
Illinois Tool Works (ITW) 0.0 $46k 184.00 248.57
Public Storage (PSA) 0.0 $45k 151.00 299.90
Inspire 100 Etf Etf (BIBL) 0.0 $45k 1.2k 38.42
Utilities Select Sector Spdr Etf Etf (XLU) 0.0 $43k 547.00 78.82
Ishares U S Oil & Gas Exploration & Prod Etf Etf (IEO) 0.0 $43k 454.00 94.63
Johnson Controls International Plc equity (JCI) 0.0 $43k 532.00 80.05
Spdr S&p Mid Cap 400 Etf Etf (MDY) 0.0 $42k 79.00 533.48
Motorola Solutions (MSI) 0.0 $41k 94.00 437.83
Vanguard Total Intl Stock Index Etf Etf (VXUS) 0.0 $41k 658.00 62.11
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.0 $40k 774.00 51.78
Capital Group Core Equity Etf Etf (CGUS) 0.0 $40k 1.2k 33.39
Vanguard Mid Cap Growth Etf Etf (VOT) 0.0 $39k 160.00 244.77
Duke Energy (DUK) 0.0 $39k 318.00 122.15
Blackrock (BLK) 0.0 $38k 40.00 955.98
Vanguard Esg U S Stock Etf Etf (ESGV) 0.0 $38k 387.00 97.95
General Dynamics Corporation (GD) 0.0 $37k 136.00 273.32
Home Depot (HD) 0.0 $36k 99.00 364.80
United Parcel Service (UPS) 0.0 $36k 327.00 109.90
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.0 $34k 467.00 73.24
Vanguard Small Cap Etf Etf (VB) 0.0 $34k 154.00 221.81
Target Corporation (TGT) 0.0 $34k 322.00 104.24
Bank Of Montreal Cadcom (BMO) 0.0 $33k 350.00 95.51
InvenTrust Properties Corp (IVT) 0.0 $33k 1.1k 29.36
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 0.0 $32k 633.00 51.21
Merck & Co (MRK) 0.0 $32k 360.00 89.87
First Trust Cloud Computing Index Etf Etf (SKYY) 0.0 $32k 314.00 102.07
Kinder Morgan (KMI) 0.0 $32k 1.1k 28.52
Global X U S Infrastructure Development Etf Etf (PAVE) 0.0 $31k 827.00 37.74
Abrdn Asia Pacific Income Fund Fund (FAX) 0.0 $31k 2.0k 15.70
Materials Select Sector Spdr Etf Etf (XLB) 0.0 $31k 363.00 85.94
Schneider National Inc cl b (SNDR) 0.0 $31k 1.3k 22.86
Imperial Oil (IMO) 0.0 $30k 417.00 72.32
Lowe's Companies (LOW) 0.0 $29k 122.00 233.98
Invesco Nasdaq Next Gen 100 Etf Etf (QQQJ) 0.0 $28k 976.00 29.02
Truist Financial Corp equities (TFC) 0.0 $28k 687.00 41.18
Hp (HPQ) 0.0 $28k 1.0k 27.69
TransDigm Group Incorporated (TDG) 0.0 $28k 20.00 1383.30
Solventum Corp (SOLV) 0.0 $27k 350.00 76.04
FedEx Corporation (FDX) 0.0 $26k 107.00 244.56
Bay (BCML) 0.0 $26k 1.0k 25.18
Cummins (CMI) 0.0 $26k 82.00 313.68
Oracle Corporation (ORCL) 0.0 $26k 184.00 139.78
Plexus (PLXS) 0.0 $26k 200.00 128.13
Topbuild (BLD) 0.0 $26k 84.00 304.95
Comcast Corporation (CMCSA) 0.0 $26k 692.00 36.91
Spdr Series Trust S&p Metals & Mining Etf Etf (XME) 0.0 $25k 453.00 56.02
Spdr Ssga Global Allocation Etf Etf (GAL) 0.0 $25k 552.00 44.83
Spdr Portfolio Short Term Corp Bond Etf Etf (SPSB) 0.0 $25k 814.00 30.10
Sap (SAP) 0.0 $24k 90.00 268.44
UMB Financial Corporation (UMBF) 0.0 $24k 234.00 100.93
PNC Financial Services (PNC) 0.0 $23k 133.00 175.84
Gilead Sciences (GILD) 0.0 $23k 206.00 112.19
Spdr Series Trust S&p Homebuilders Etf Etf (XHB) 0.0 $23k 238.00 96.72
U.S. Bancorp (USB) 0.0 $23k 540.00 42.24
Palantir Technologies (PLTR) 0.0 $23k 270.00 84.40
Kenvue (KVUE) 0.0 $23k 940.00 23.98
American Tower Reit (AMT) 0.0 $22k 103.00 217.38
Industrial Select Sector Spdr Etf Etf (XLI) 0.0 $22k 168.00 131.12
Capital Group Intl Focus Equity Etf Etf (CGXU) 0.0 $22k 898.00 24.48
Rio Tinto (RIO) 0.0 $22k 359.00 60.04
Ishares 20 Yr Treasury Bond Etf Etf (TLT) 0.0 $21k 235.00 91.14
International Business Machines (IBM) 0.0 $21k 85.00 249.51
Ishares Msci Acwi Etf Etf (ACWI) 0.0 $21k 180.00 116.27
Alibaba Group Holding (BABA) 0.0 $20k 155.00 131.90
Colgate-Palmolive Company (CL) 0.0 $20k 213.00 93.90
Ark Innovation Etf Etf (ARKK) 0.0 $20k 420.00 47.58
Thermo Fisher Scientific (TMO) 0.0 $20k 40.00 499.27
GSK (GSK) 0.0 $20k 506.00 38.74
Intel Corporation (INTC) 0.0 $20k 862.00 22.72
Ishares Msci Eafe Etf Etf (EFA) 0.0 $19k 228.00 81.73
Global X Cybersecurity Etf Etf (BUG) 0.0 $19k 576.00 32.32
Bristol Myers Squibb (BMY) 0.0 $18k 292.00 60.98
General Electric (GE) 0.0 $17k 86.00 200.59
Keurig Dr Pepper (KDP) 0.0 $17k 498.00 34.19
Zimmer Holdings (ZBH) 0.0 $17k 150.00 113.18
Ishares Jp Morgan Usd Emerging Markets Etf Etf (EMB) 0.0 $17k 187.00 90.52
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.0 $17k 211.00 78.87
Baker Hughes A Ge Company (BKR) 0.0 $17k 377.00 44.00
Ishares Iboxx Iboxx $investment Grade Corp Bond Etf Etf (LQD) 0.0 $16k 151.00 108.81
Yum! Brands (YUM) 0.0 $16k 104.00 156.95
Vanguard Energy Etf Etf (VDE) 0.0 $16k 122.00 129.90
Vanguard Information Technology Etf Etf (VGT) 0.0 $16k 29.00 536.00
Dimensional U S Core Equity 2 Etf Etf (DFAC) 0.0 $16k 471.00 32.96
Dimensional World Ex U S Core Equity 2 Etf Etf (DFAX) 0.0 $15k 582.00 26.19
Crown Castle Intl (CCI) 0.0 $15k 145.00 104.33
Vertiv Holdings Llc vertiv holdings (VRT) 0.0 $15k 206.00 72.23
Watsco, Incorporated (WSO) 0.0 $15k 29.00 511.14
Cleveland-cliffs (CLF) 0.0 $15k 1.8k 8.22
Oshkosh Corporation (OSK) 0.0 $15k 154.00 93.89
Sirius XM Holdings (SIRI) 0.0 $14k 639.00 22.53
Welltower Inc Com reit (WELL) 0.0 $14k 93.00 153.72
Spdr S&p Regional Banking Etf Etf (KRE) 0.0 $14k 250.00 56.93
First Trust Consumer Staples Alphadex Etf Etf (FXG) 0.0 $14k 217.00 65.23
Timothy Plan U S Large Mid Cap Core Etf Etf (TPLC) 0.0 $14k 324.00 42.50
Blackrock Utilities Infrastructure & Power Opportunities Trust Fund (BUI) 0.0 $14k 604.00 22.63
Entergy Corporation (ETR) 0.0 $14k 159.00 85.54
Air Products & Chemicals (APD) 0.0 $14k 46.00 293.26
Dimensional U S Equity Market Etf Etf (DFUS) 0.0 $13k 222.00 60.56
Point Bridge America First Etf Etf (MAGA) 0.0 $13k 277.00 48.44
Ishares Global Comm Services Etf Etf (IXP) 0.0 $13k 137.00 97.02
Blackstone Group Inc Com Cl A (BX) 0.0 $13k 94.00 139.19
TJX Companies (TJX) 0.0 $13k 106.00 121.87
Ishares Us Small Cap Value Factor Etf Etf (SVAL) 0.0 $13k 429.00 30.02
Spotify Technology Sa (SPOT) 0.0 $13k 23.00 550.04
Kroger (KR) 0.0 $13k 184.00 67.69
Dominion Resources (D) 0.0 $12k 216.00 56.14
Northern Trust Corporation (NTRS) 0.0 $12k 122.00 98.65
Schwab Intl Equity Etf Etf (SCHF) 0.0 $12k 607.00 19.78
Honda Motor (HMC) 0.0 $12k 442.00 27.12
On Hldg (ONON) 0.0 $12k 271.00 43.92
Diageo (DEO) 0.0 $12k 113.00 104.79
Enbridge (ENB) 0.0 $12k 267.00 44.31
Dover Corporation (DOV) 0.0 $12k 67.00 174.57
Palo Alto Networks (PANW) 0.0 $11k 66.00 170.64
Ishares Preferred & Income Secs Etf Etf (PFF) 0.0 $11k 358.00 30.76
Consumer Discretionary Select Sector Spdr Etf Etf (XLY) 0.0 $11k 55.00 197.75
Diamondback Energy (FANG) 0.0 $11k 67.00 159.51
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.0 $11k 105.00 101.17
Devon Energy Corporation (DVN) 0.0 $11k 281.00 37.36
British American Tobac (BTI) 0.0 $10k 250.00 41.29
Analog Devices (ADI) 0.0 $10k 50.00 200.64
Haleon Plc Spon Ads (HLN) 0.0 $10k 972.00 10.29
Amentum Holdings (AMTM) 0.0 $9.8k 540.00 18.20
Schlumberger (SLB) 0.0 $9.6k 230.00 41.89
Constellation Brands (STZ) 0.0 $9.6k 52.00 184.69
Boston Scientific Corporation (BSX) 0.0 $9.6k 95.00 100.88
Southwest Airlines (LUV) 0.0 $9.5k 283.00 33.52
McCormick & Company, Incorporated (MKC) 0.0 $9.5k 115.00 82.31
Anheuser-Busch InBev NV (BUD) 0.0 $9.4k 152.00 61.74
Prudential Financial (PRU) 0.0 $9.2k 82.00 112.32
Fidelity Disruptors Etf Etf (FDIF) 0.0 $9.1k 308.00 29.59
Airbus Group Nv - Unsp (EADSY) 0.0 $9.1k 206.00 44.09
Inspire International Etf Etf (WWJD) 0.0 $8.9k 291.00 30.72
Gfl Environmental Inc sub vtg (GFL) 0.0 $8.9k 185.00 48.32
AFLAC Incorporated (AFL) 0.0 $8.9k 80.00 111.58
Garmin (GRMN) 0.0 $8.9k 41.00 216.29
FirstEnergy (FE) 0.0 $8.9k 219.00 40.46
Inspire Global Hope Etf Etf (BLES) 0.0 $8.8k 233.00 37.70
Nucor Corporation (NUE) 0.0 $8.8k 73.00 120.12
Edwards Lifesciences (EW) 0.0 $8.7k 120.00 72.48
Amplify Digital Payments Etf Etf (IPAY) 0.0 $8.7k 163.00 53.21
Olin Corporation (OLN) 0.0 $8.6k 355.00 24.24
CenterPoint Energy (CNP) 0.0 $8.5k 235.00 36.29
Caterpillar (CAT) 0.0 $8.5k 26.00 326.54
Ishares Msci Mexico Etf Etf (EWW) 0.0 $8.5k 166.00 50.96
Cyberark Software (CYBR) 0.0 $8.1k 24.00 338.00
Franklin Intl Core Dividend Tilt Index Etf Etf (DIVI) 0.0 $8.0k 246.00 32.59
Inspire Small Midcap Etf Etf (ISMD) 0.0 $8.0k 234.00 34.10
Vanguard Mid Cap Value Etf Etf (VOE) 0.0 $7.9k 49.00 160.53
Maplebear (CART) 0.0 $7.8k 196.00 39.89
Chipotle Mexican Grill (CMG) 0.0 $7.4k 148.00 50.21
United States Oil Fund Lp Etf Etf (USO) 0.0 $7.4k 96.00 77.33
EXACT Sciences Corporation (EXAS) 0.0 $7.3k 169.00 43.29
Global X Copper Miners Etf Etf (COPX) 0.0 $7.3k 186.00 39.16
Tapestry (TPR) 0.0 $7.1k 101.00 70.43
Ubs Group (UBS) 0.0 $7.0k 227.00 30.65
Abbott Laboratories (ABT) 0.0 $6.9k 52.00 131.73
Badger Meter (BMI) 0.0 $6.5k 34.00 190.26
Goldman Sachs Group Inc Medium Term Note Survivor Option 0.0 $6.4k 6.0k 1.07
Super Micro Computer Inc Com Usd0.001 (SMCI) 0.0 $6.4k 188.00 34.24
Vistra Energy (VST) 0.0 $6.4k 54.00 117.59
Yum China Holdings (YUMC) 0.0 $6.3k 121.00 51.87
Ishares Core S&p 500 Etf Etf (IVV) 0.0 $6.2k 11.00 561.91
Vanguard S&p 500 Index Etf Etf (VOO) 0.0 $6.2k 12.00 513.92
Nu Hldgs Ltd Ord Shs Cl A (NU) 0.0 $6.1k 600.00 10.24
Tencent Holdings Ltd - (TCEHY) 0.0 $6.1k 96.00 63.62
Airbnb (ABNB) 0.0 $6.0k 50.00 119.46
Consumer Staples Select Sector Spdr Etf Etf (XLP) 0.0 $6.0k 73.00 81.67
Sanofi-Aventis SA (SNY) 0.0 $5.7k 103.00 55.48
Alliant Energy Corporation (LNT) 0.0 $5.7k 88.00 64.69
Xiaomi Corporation (XIACF) 0.0 $5.4k 860.00 6.33
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $5.4k 15.00 361.07
Ishares Msci Eafe Small Cap Etf Etf (SCZ) 0.0 $5.3k 84.00 63.54
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF) 0.0 $5.2k 120.00 43.30
W.W. Grainger (GWW) 0.0 $5.1k 5.00 1017.60
Walgreen Boots Alliance 0.0 $5.1k 454.00 11.16
Flexshares International Quality Dividend Index Etf Etf (IQDF) 0.0 $5.0k 201.00 24.93
Invesco S&p Midcap Quality Etf Etf (XMHQ) 0.0 $4.9k 54.00 91.54
Norwegian Cruise Line Hldgs (NCLH) 0.0 $4.8k 254.00 18.96
IPG Photonics Corporation (IPGP) 0.0 $4.7k 75.00 63.15
Everest Re Group (EG) 0.0 $4.7k 13.00 363.31
FactSet Research Systems (FDS) 0.0 $4.7k 10.00 467.10
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $4.7k 84.00 55.40
Nuscale PWR Corp (SMR) 0.0 $4.6k 327.00 14.16
MicroStrategy Incorporated (MSTR) 0.0 $4.6k 16.00 288.25
Howmet Aerospace (HWM) 0.0 $4.6k 35.00 130.97
Vanguard Small Cap Growth Etf Etf (VBK) 0.0 $4.5k 18.00 252.00
Barrick Gold Corp (GOLD) 0.0 $4.5k 230.00 19.43
Byd (BYDDY) 0.0 $4.4k 44.00 100.80
Charles Schwab Corporation (SCHW) 0.0 $4.4k 56.00 78.77
Sherwin-Williams Company (SHW) 0.0 $4.3k 12.00 358.83
Synopsys (SNPS) 0.0 $4.3k 10.00 428.90
B&G Foods (BGS) 0.0 $4.3k 620.00 6.88
Alcoa (AA) 0.0 $4.0k 132.00 30.43
Ecolab (ECL) 0.0 $3.9k 15.00 261.87
Centrus Energy Corp cl a (LEU) 0.0 $3.9k 63.00 62.21
Becton, Dickinson and (BDX) 0.0 $3.8k 17.00 225.82
Snowflake Inc Cl A (SNOW) 0.0 $3.8k 26.00 146.15
Ishares Short Duration Bond Active Etf Etf (NEAR) 0.0 $3.8k 74.00 51.15
Rumble Inc Com Cl A (RUM) 0.0 $3.7k 530.00 7.07
Vanguard Small Cap Value Etf Etf (VBR) 0.0 $3.7k 20.00 186.30
Albemarle Corporation (ALB) 0.0 $3.7k 52.00 71.37
Ishares Russell 1000 Etf Etf (IWB) 0.0 $3.7k 12.00 308.58
Sturm, Ruger & Company (RGR) 0.0 $3.7k 93.00 39.38
Vanguard Ftse Europe Etf Etf (VGK) 0.0 $3.7k 52.00 70.21
SYSCO Corporation (SYY) 0.0 $3.6k 48.00 75.60
Automatic Data Processing (ADP) 0.0 $3.6k 12.00 297.08
General Motors Company (GM) 0.0 $3.5k 74.00 47.09
Equinix (EQIX) 0.0 $3.5k 4.00 865.00
CECO Environmental (CECO) 0.0 $3.4k 150.00 22.80
Intercontinental Exchange (ICE) 0.0 $3.4k 20.00 170.90
Clii (EVGO) 0.0 $3.4k 1.3k 2.66
Seagate Technology (STX) 0.0 $3.4k 40.00 84.92
Harley-Davidson (HOG) 0.0 $3.3k 132.00 25.25
NVE Corporation (NVEC) 0.0 $3.3k 52.00 63.71
Applied Materials (AMAT) 0.0 $3.3k 23.00 142.65
AstraZeneca (AZN) 0.0 $3.2k 44.00 72.89
Pacer U S Cash Cows 100 Etf Etf (COWZ) 0.0 $3.2k 58.00 54.76
Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $3.2k 9.00 352.56
Highlands Reit Inc reit 0.0 $3.1k 10k 0.31
Vaneck Rare Earth Strategic Metals Etf Etf (REMX) 0.0 $3.0k 77.00 39.45
Carnival Corporation (CCL) 0.0 $3.0k 152.00 19.53
Cabot Oil & Gas Corporation (CTRA) 0.0 $2.9k 101.00 28.83
Smith & Wesson Brands (SWBI) 0.0 $2.9k 308.00 9.31
Tempus Ai (TEM) 0.0 $2.8k 58.00 48.24
American Express Company (AXP) 0.0 $2.8k 10.00 278.40
Sprouts Fmrs Mkt (SFM) 0.0 $2.7k 18.00 152.67
Danaher Corporation (DHR) 0.0 $2.7k 13.00 207.38
Vaneck Gold Miners Etf Etf (GDX) 0.0 $2.7k 58.00 46.36
Te Connectivity (TEL) 0.0 $2.7k 19.00 141.11
Eversource Energy (ES) 0.0 $2.7k 43.00 62.07
Pbf Energy Inc cl a (PBF) 0.0 $2.6k 138.00 19.11
Under Armour Inc Cl C (UA) 0.0 $2.6k 440.00 5.95
Invesco Global Listed Private Equity Etf Etf (PSP) 0.0 $2.6k 40.00 64.08
Cresco Labs (CRLBF) 0.0 $2.6k 3.5k 0.72
Hldgs (UAL) 0.0 $2.6k 37.00 69.05
Ishares Msci Emerging Markets Etf Etf (EEM) 0.0 $2.5k 57.00 43.91
Ameriprise Financial (AMP) 0.0 $2.4k 5.00 489.40
Clorox Company (CLX) 0.0 $2.4k 16.00 150.62
Vaneck Junior Gold Miners Etf Etf (GDXJ) 0.0 $2.4k 42.00 56.55
Team (TISI) 0.0 $2.4k 140.00 16.92
Schwab U S Dividend Equity Etf Etf (SCHD) 0.0 $2.3k 82.00 27.87
Ishares Semiconductor Etf Etf (SOXX) 0.0 $2.3k 12.00 188.17
Western Union Company (WU) 0.0 $2.3k 213.00 10.59
Spdr Developed World Ex-us Etf Etf (SPDW) 0.0 $2.2k 61.00 36.62
Dimensional U S Target Value Etf Etf (DFAT) 0.0 $2.2k 43.00 51.84
Delta Air Lines (DAL) 0.0 $2.2k 51.00 43.61
Heron Therapeutics (HRTX) 0.0 $2.2k 1.0k 2.20
Biogen Idec (BIIB) 0.0 $2.2k 16.00 136.81
Knot Offshore Partners (KNOP) 0.0 $2.1k 304.00 6.98
Paccar (PCAR) 0.0 $2.1k 22.00 95.82
T. Rowe Price (TROW) 0.0 $2.1k 23.00 91.22
Zion Oil & Gas (ZNOG) 0.0 $2.0k 12k 0.17
Byd Company Ltd H Shares -sedo (BYDDF) 0.0 $2.0k 40.00 50.90
Baidu (BIDU) 0.0 $2.0k 22.00 92.05
Toast (TOST) 0.0 $2.0k 59.00 33.17
Kontoor Brands (KTB) 0.0 $1.9k 30.00 64.77
Builders FirstSource (BLDR) 0.0 $1.9k 15.00 124.93
Autodesk (ADSK) 0.0 $1.8k 7.00 261.86
Arch Capital Group (ACGL) 0.0 $1.8k 19.00 96.16
Shopify Inc cl a (SHOP) 0.0 $1.8k 19.00 95.42
Pacer U S Small Cap Cash Cows Etf Etf (CALF) 0.0 $1.8k 48.00 37.50
Cadence Design Systems (CDNS) 0.0 $1.8k 7.00 254.29
Chipmos Technologies (IMOS) 0.0 $1.7k 100.00 16.84
Sentinelone (S) 0.0 $1.6k 90.00 18.18
Rivian Automotive Inc Class A (RIVN) 0.0 $1.6k 127.00 12.45
Ishares Microcap Etf Etf (IWC) 0.0 $1.6k 14.00 110.93
United Therapeutics Corporation (UTHR) 0.0 $1.5k 5.00 308.20
Manulife Finl Corp (MFC) 0.0 $1.5k 48.00 31.00
Unum (UNM) 0.0 $1.5k 18.00 81.89
Bicycle Therapeutics (BCYC) 0.0 $1.5k 172.00 8.49
Rapid7 (RPD) 0.0 $1.5k 55.00 26.51
Blink Charging (BLNK) 0.0 $1.4k 1.5k 0.92
Ishares Msci South Africa Etf Etf (EZA) 0.0 $1.3k 28.00 48.14
First Trust Nasdaq Clean Edge Green Energy Index Etf Etf (QCLN) 0.0 $1.3k 47.00 28.53
Manitowoc Co Inc/the (MTW) 0.0 $1.3k 152.00 8.59
Peloton Interactive Inc cl a (PTON) 0.0 $1.3k 200.00 6.32
Novo Nordisk A/S (NVO) 0.0 $1.2k 18.00 69.44
Panasonic Hldgs Corp Adr Isin#us69832a3041 (PCRHY) 0.0 $1.2k 104.00 11.92
Royal Caribbean Cruises (RCL) 0.0 $1.2k 6.00 206.00
Novartis (NVS) 0.0 $1.2k 11.00 111.45
Associated Banc- (ASB) 0.0 $1.2k 51.00 22.57
Great Wall Motor Company Limited Unsp Adr Ea Repr 10 Ord H (GWLLY) 0.0 $1.1k 60.00 17.57
Brc Inc Com Cl A (BRCC) 0.0 $1.0k 500.00 2.09
ON Semiconductor (ON) 0.0 $1.0k 25.00 40.68
Schweitzer-Mauduit International (MATV) 0.0 $987.994200 159.00 6.21
Fiat Chrysler Automobiles (STLA) 0.0 $975.000300 87.00 11.21
Halyard Health (AVNS) 0.0 $960.002800 67.00 14.33
Murphy Usa (MUSA) 0.0 $941.000000 2.00 470.50
Arista Networks (ANET) 0.0 $930.000000 12.00 77.50
Dell Technologies (DELL) 0.0 $912.000000 10.00 91.20
Cemex SAB de CV (CX) 0.0 $802.001200 143.00 5.61
Infineon Technologies (IFNNY) 0.0 $795.000000 24.00 33.12
Amplify Alternative Harvest Etf Etf 0.0 $743.998200 38.00 19.58
Wolfspeed 0.0 $727.994400 238.00 3.06
Digital World Acquisition Co Class A (DJT) 0.0 $663.999600 34.00 19.53
Xpeng (XPEV) 0.0 $580.000400 28.00 20.71
Proshares K-1 Free Crude Oil Etf Etf (OILK) 0.0 $567.000200 13.00 43.62
Ishares Global Clean Energy Etf Etf (ICLN) 0.0 $511.002000 45.00 11.36
PSQ Holdings (PSQH) 0.0 $503.998000 220.00 2.29
Teladoc (TDOC) 0.0 $493.997400 62.00 7.97
Quantumscape Corp (QS) 0.0 $487.000800 117.00 4.16
Brighthouse Finl (BHF) 0.0 $464.000000 8.00 58.00
Lumen Technologies (LUMN) 0.0 $459.997200 117.00 3.93
Global X Lithium & Battery Tech Etf Etf (LIT) 0.0 $439.000100 11.00 39.91
Take-Two Interactive Software (TTWO) 0.0 $415.000000 2.00 207.50
Trump & Media Wts Exp 03/25/29 Technology Group Corp Warrant (DJTWW) 0.0 $398.000000 32.00 12.44
Monogram Orthopaedics (MGRM) 0.0 $382.005000 130.00 2.94
Sunny Optical Tech Grp (SOTGY) 0.0 $373.000000 4.00 93.25
Ge Vernova (GEV) 0.0 $306.000000 1.00 306.00
Ark Fintech Innovation Etf Etf (ARKF) 0.0 $298.999800 9.00 33.22
Sprout Social Cl A Ord (SPT) 0.0 $286.000000 13.00 22.00
Fuelcell Energy (FCEL) 0.0 $282.999000 62.00 4.56
Ganfeng Lithium (GNENF) 0.0 $282.998800 106.00 2.67
Canadian Solar (CSIQ) 0.0 $260.001000 30.00 8.67
Snap Inc cl a (SNAP) 0.0 $218.000000 25.00 8.72
Moderna (MRNA) 0.0 $197.999900 7.00 28.29
Ginkgo Bioworks Holdings Inc Cl A (DNA) 0.0 $188.001000 33.00 5.70
Ge Healthcare Technologies I (GEHC) 0.0 $162.000000 2.00 81.00
Magnera Corp (MAGN) 0.0 $140.000000 8.00 17.50
J.M. Smucker Company (SJM) 0.0 $130.000000 1.00 130.00
Hyliion Holdings Cl A Ord (HYLN) 0.0 $125.000500 89.00 1.40
Centerra Gold (CGAU) 0.0 $120.999600 19.00 6.37
Lightwave Logic Inc C ommon (LWLG) 0.0 $113.003000 110.00 1.03
Pluri (PLUR) 0.0 $112.000200 26.00 4.31
Dnp Select Income Fund Fund (DNP) 0.0 $79.000000 8.00 9.88
Amarin Corporation 0.0 $65.001600 144.00 0.45
Solarwindow Technologies (WNDW) 0.0 $57.996000 216.00 0.27
Canopy Growth CORP (CGC) 0.0 $20.000200 22.00 0.91
Aurora Cannabis (ACB) 0.0 $18.000000 4.00 4.50
Tpi Composites (TPICQ) 0.0 $15.000500 19.00 0.79
Katapult Holdings (KPLT) 0.0 $10.000000 1.00 10.00
Amc Entertainment (AMC) 0.0 $6.000000 2.00 3.00
Cannabis Sativa (DOGP) 0.0 $3.999000 93.00 0.04
Vertical Computer Systems 0.0 $0 1.9k 0.00
Sunpower (SPWRQ) 0.0 $0 52.00 0.00
Cannabis Science 0.0 $0 4.8k 0.00
Crrc Corp Ltd Ord 0.0 $0 1.4k 0.00
Cnnxf cannamerica brands corp (CNNXF) 0.0 $0 1.8k 0.00
Glatfelter (GLT) 0.0 $0 143.00 0.00
Sharing Economy Intl (SEII) 0.0 $0 100.00 0.00
Adamis Pharmaceuticals Corp (DMKPQ) 0.0 $0 1.00 0.00
Ishares Submitted For Escrow Developed Ex U S Etf 0.0 $0 68.00 0.00
Affluence Corp (AFFU) 0.0 $0 1.1k 0.00