Excelsior Advisor Network

Xcelsior Advisor Partners as of June 30, 2026

Portfolio Holdings for Xcelsior Advisor Partners

Xcelsior Advisor Partners holds 452 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Financial Bankshares (FFIN) 4.4 $34M 972k 34.60
Apple (AAPL) 3.0 $23M 79k 289.36
NVIDIA Corporation (NVDA) 2.8 $21M 107k 200.09
Microsoft Corporation (MSFT) 2.7 $21M 55k 373.02
First Tr Exchange-traded SHS (FVD) 2.4 $18M 375k 48.18
Amazon (AMZN) 2.0 $15M 63k 238.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.8 $14M 190k 71.25
Ishares Gold Tr Ishares New (IAU) 1.4 $10M 137k 75.51
Targa Res Corp (TRGP) 1.4 $10M 38k 268.14
Abbvie (ABBV) 1.3 $10M 40k 251.64
Wells Fargo & Company (WFC) 1.3 $9.8M 118k 82.64
Exxon Mobil Corporation (XOM) 1.3 $9.6M 70k 136.72
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.2 $9.0M 12k 746.77
Alphabet Cap Stk Cl A (GOOGL) 1.2 $8.8M 25k 357.37
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $8.6M 37k 236.62
Vanguard Index Fds Value Etf (VTV) 1.1 $8.5M 39k 217.93
Johnson & Johnson (JNJ) 1.1 $8.5M 34k 253.97
Eli Lilly & Co. (LLY) 1.1 $8.0M 6.7k 1199.40
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $8.0M 251k 31.71
Energy Transfer Com Ut Ltd Ptn (ET) 1.0 $7.9M 413k 19.12
Meta Platforms Cl A (META) 1.0 $7.8M 14k 563.30
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $7.7M 95k 80.57
Iovance Biotherapeutics (IOVA) 1.0 $7.4M 1.8M 4.16
Vanguard Index Fds Small Cp Etf (VB) 0.9 $7.1M 24k 303.12
Ishares Tr Us Aer Def Etf (ITA) 0.9 $7.0M 29k 242.42
JPMorgan Chase & Co. (JPM) 0.9 $6.6M 20k 327.33
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.9 $6.6M 149k 44.36
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $6.6M 53k 124.17
Spdr Gold Tr Gold Shs (GLD) 0.9 $6.6M 18k 368.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $6.1M 12k 500.39
Vanguard Index Fds Large Cap Etf (VV) 0.7 $5.6M 16k 343.90
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.7 $5.6M 69k 81.06
Broadcom (AVGO) 0.7 $5.4M 14k 377.75
Chevron Corporation (CVX) 0.7 $5.4M 33k 165.76
Alphabet Cap Stk Cl C (GOOG) 0.7 $5.2M 15k 353.33
Costco Wholesale Corporation (COST) 0.7 $5.1M 5.5k 935.54
Tesla Motors (TSLA) 0.7 $5.1M 12k 420.60
Enterprise Products Partners (EPD) 0.6 $4.7M 129k 36.76
Vanguard Index Fds Growth Etf (VUG) 0.6 $4.6M 53k 86.14
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.6 $4.5M 78k 58.20
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.6 $4.5M 73k 62.20
Wal-Mart Stores (WMT) 0.6 $4.5M 40k 113.26
Advanced Micro Devices (AMD) 0.6 $4.5M 7.7k 580.91
Intel Corporation (INTC) 0.6 $4.2M 30k 139.63
Bristol Myers Squibb (BMY) 0.5 $4.0M 70k 57.62
Micron Technology (MU) 0.5 $4.0M 3.5k 1154.29
Raytheon Technologies Corp (RTX) 0.5 $3.8M 20k 189.73
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $3.6M 23k 158.03
Ishares Tr S&p 100 Etf (OEF) 0.5 $3.6M 9.8k 365.87
Lockheed Martin Corporation (LMT) 0.5 $3.5M 6.8k 509.52
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO) 0.5 $3.5M 76k 45.75
Home Depot (HD) 0.5 $3.4M 9.7k 352.67
First Tr Exchange-traded Cap Strength Etf (FXD) 0.4 $3.3M 35k 93.92
Palantir Technologies Cl A (PLTR) 0.4 $3.3M 28k 116.67
Amphenol Corp Cl A (APH) 0.4 $3.2M 18k 176.32
Cisco Systems (CSCO) 0.4 $3.2M 27k 117.46
First Tr Exchange-traded No Amer Energy (EMLP) 0.4 $3.1M 72k 43.50
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.4 $3.1M 72k 43.14
Fastenal Company (FAST) 0.4 $3.1M 64k 48.03
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $3.0M 51k 59.69
Caterpillar (CAT) 0.4 $3.0M 2.8k 1064.90
International Business Machines (IBM) 0.4 $3.0M 11k 281.20
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $2.8M 12k 242.42
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $2.8M 18k 156.95
Qualcomm (QCOM) 0.4 $2.8M 15k 184.80
Texas Instruments Incorporated (TXN) 0.4 $2.8M 9.4k 298.08
Spdr Series Trust St Str Sp Biot (XBI) 0.4 $2.7M 17k 158.25
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.4 $2.7M 5.7k 477.57
Verizon Communications (VZ) 0.4 $2.7M 65k 42.34
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $2.7M 24k 110.32
Southern Company (SO) 0.3 $2.6M 27k 95.71
Merck & Co (MRK) 0.3 $2.6M 20k 128.50
Wec Energy Group (WEC) 0.3 $2.6M 22k 116.77
Putnam Etf Trust Focused Lar Cap (PVAL) 0.3 $2.5M 50k 50.95
Ishares Tr Core Msci Eafe (IEFA) 0.3 $2.5M 26k 96.58
Lam Research Corp Com New (LRCX) 0.3 $2.5M 5.7k 433.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $2.3M 3.4k 686.80
Procter & Gamble Company (PG) 0.3 $2.3M 16k 146.64
Vaneck Etf Trust Gold Miners Etf (GDX) 0.3 $2.3M 30k 75.45
McDonald's Corporation (MCD) 0.3 $2.2M 8.0k 270.31
Freeport Mcmoran CL B (FCX) 0.3 $2.2M 34k 62.89
Atmos Energy Corporation (ATO) 0.3 $2.2M 13k 172.27
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.3 $2.2M 22k 98.25
Casey's General Stores (CASY) 0.3 $2.1M 2.7k 794.87
Deere & Company (DE) 0.3 $2.1M 3.2k 634.40
Bank of America Corporation (BAC) 0.3 $2.1M 36k 56.98
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $2.0M 40k 50.58
Xpo Logistics Inc equity (XPO) 0.3 $2.0M 9.8k 205.29
Mastercard Incorporated Cl A (MA) 0.3 $2.0M 3.9k 513.60
Palo Alto Networks (PANW) 0.3 $2.0M 5.8k 341.02
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $2.0M 9.2k 212.77
Visa Com Cl A (V) 0.3 $2.0M 5.7k 343.09
Angel Oak Funds Trust Income Etf (CARY) 0.3 $1.9M 92k 20.78
Snap-on Incorporated (SNA) 0.3 $1.9M 4.7k 402.42
Goldman Sachs (GS) 0.2 $1.8M 1.8k 1011.54
American Electric Power Company (AEP) 0.2 $1.8M 13k 136.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.7M 2.3k 736.40
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $1.7M 6.8k 246.21
Tg Therapeutics (TGTX) 0.2 $1.7M 30k 54.94
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.7M 11k 148.31
American Water Works (AWK) 0.2 $1.6M 13k 131.59
Nextera Energy (NEE) 0.2 $1.6M 19k 87.77
Corteva (CTVA) 0.2 $1.6M 19k 84.69
Ge Aerospace Com New (GE) 0.2 $1.6M 4.3k 373.73
Abbott Laboratories (ABT) 0.2 $1.6M 18k 90.74
Select Sector Spdr Tr St Str Util Etf (XLU) 0.2 $1.6M 36k 45.34
Coca-Cola Company (KO) 0.2 $1.6M 20k 81.27
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.6M 12k 137.53
Emerson Electric (EMR) 0.2 $1.6M 11k 143.15
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $1.5M 42k 37.26
Gilead Sciences (GILD) 0.2 $1.5M 12k 126.34
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.2 $1.5M 40k 38.79
Stryker Corporation (SYK) 0.2 $1.5M 4.9k 314.87
Entergy Corporation (ETR) 0.2 $1.5M 13k 114.85
Dimensional Etf Trust Us High Prof Etf (DUHP) 0.2 $1.5M 36k 41.73
Monolithic Power Systems (MPWR) 0.2 $1.5M 1.1k 1382.36
Linde SHS (LIN) 0.2 $1.5M 2.9k 518.98
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.5M 18k 83.75
Ge Vernova (GEV) 0.2 $1.5M 1.3k 1175.05
Analog Devices (ADI) 0.2 $1.5M 3.7k 397.18
Dimensional Etf Trust Global Cr Etf (DGCB) 0.2 $1.4M 26k 54.67
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.4M 15k 96.43
Ecolab (ECL) 0.2 $1.4M 4.9k 278.61
Sherwin-Williams Company (SHW) 0.2 $1.4M 3.9k 344.29
Chubb (CB) 0.2 $1.3M 3.9k 340.75
Eaton Corp SHS (ETN) 0.2 $1.3M 3.1k 426.16
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $1.3M 5.8k 227.06
Boeing Company (BA) 0.2 $1.3M 6.0k 216.47
Dimensional Etf Trust Glob Co Plus Etf (DFGP) 0.2 $1.3M 24k 54.46
Accenture Plc Ireland Shs Class A (ACN) 0.2 $1.3M 10k 124.44
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $1.3M 42k 30.49
Republic Services (RSG) 0.2 $1.3M 5.9k 213.08
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.2 $1.3M 7.1k 176.65
Watsco, Incorporated (WSO) 0.2 $1.3M 3.0k 416.73
Dell Technologies CL C (DELL) 0.2 $1.2M 2.9k 431.39
Marriott Intl Cl A (MAR) 0.2 $1.2M 3.3k 370.59
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $1.2M 25k 48.43
Mondelez Intl Cl A (MDLZ) 0.2 $1.2M 21k 57.84
Automatic Data Processing (ADP) 0.2 $1.2M 5.4k 223.95
Vanguard World Inf Tech Etf (VGT) 0.2 $1.2M 10k 119.52
Walt Disney Company (DIS) 0.2 $1.2M 12k 96.25
L3harris Technologies (LHX) 0.2 $1.2M 4.0k 290.62
Cme (CME) 0.2 $1.2M 5.3k 220.83
Marvell Technology (MRVL) 0.2 $1.2M 3.9k 297.89
Teradyne (TER) 0.2 $1.1M 2.4k 483.94
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $1.1M 15k 76.70
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.1M 14k 79.03
EOG Resources (EOG) 0.1 $1.1M 8.6k 129.73
Spdr Series Trust St Str Sp Aero (XAR) 0.1 $1.1M 3.9k 283.79
Sempra Energy (SRE) 0.1 $1.1M 12k 92.71
Metropcs Communications (TMUS) 0.1 $1.1M 6.5k 167.73
Ishares Tr Eafe Value Etf (EFV) 0.1 $1.1M 14k 76.55
Arthur J. Gallagher & Co. (AJG) 0.1 $1.1M 4.7k 229.59
Ishares Core Msci Emkt (IEMG) 0.1 $1.1M 13k 82.84
Illinois Tool Works (ITW) 0.1 $1.1M 4.0k 270.47
Honeywell Aerospace (HONA) 0.1 $1.1M 4.8k 221.08
Honeywell International (HON) 0.1 $1.1M 4.7k 223.90
Motorola Solutions Com New (MSI) 0.1 $1.0M 2.5k 415.31
Pepsi (PEP) 0.1 $1.0M 7.7k 135.39
salesforce (CRM) 0.1 $1.0M 6.7k 156.66
Oracle Corporation (ORCL) 0.1 $1.0M 7.0k 146.55
Dakota Gold Corp (DC) 0.1 $1.0M 240k 4.26
Union Pacific Corporation (UNP) 0.1 $1.0M 3.7k 272.02
Diamondback Energy (FANG) 0.1 $1.0M 5.7k 175.79
Rocket Cos Com Cl A (RKT) 0.1 $992k 63k 15.75
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $990k 11k 94.57
Verisk Analytics (VRSK) 0.1 $983k 5.5k 179.53
S&p Global (SPGI) 0.1 $980k 2.4k 407.31
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $976k 1.5k 656.07
Starbucks Corporation (SBUX) 0.1 $966k 9.4k 102.19
Amgen (AMGN) 0.1 $958k 2.6k 362.06
Equinix (EQIX) 0.1 $952k 913.00 1042.77
Cheniere Energy Com New (LNG) 0.1 $945k 4.0k 238.99
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $929k 4.9k 190.50
Pfizer (PFE) 0.1 $908k 38k 24.08
Newmont Mining Corporation (NEM) 0.1 $899k 9.6k 93.40
Broadridge Financial Solutions (BR) 0.1 $891k 6.5k 136.95
Mccormick & Co Com Non Vtg (MKC) 0.1 $889k 18k 50.42
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $884k 9.0k 98.20
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $877k 11k 77.11
Vanguard World Health Car Etf (VHT) 0.1 $873k 2.9k 299.05
Nasdaq Omx (NDAQ) 0.1 $862k 11k 78.82
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $861k 14k 60.29
Cameco Corporation (CCJ) 0.1 $857k 8.4k 101.86
Ishares Silver Tr Ishares (SLV) 0.1 $825k 15k 53.47
Astrazeneca Ord (AZN) 0.1 $823k 4.3k 189.62
Axon Enterprise (AXON) 0.1 $808k 1.4k 560.61
Intuitive Surgical Com New (ISRG) 0.1 $808k 2.0k 397.68
Corning Incorporated (GLW) 0.1 $803k 3.1k 255.37
McKesson Corporation (MCK) 0.1 $793k 1.1k 755.60
Ishares Tr Core S&p500 Etf (IVV) 0.1 $786k 1.1k 748.76
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $782k 393.00 1989.44
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.1 $776k 15k 53.61
Astera Labs (ALAB) 0.1 $776k 1.6k 483.02
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.1 $776k 15k 53.11
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) 0.1 $772k 13k 59.31
Victory Portfolios Ii Vict Sma Cap Etf (SFLO) 0.1 $770k 23k 34.20
Spdr Series Trust ST STR SP600 SML (SPSM) 0.1 $769k 13k 57.67
Pacer Fds Tr Us Sm Cap Ca Etf (CALF) 0.1 $768k 15k 50.61
Air Products & Chemicals (APD) 0.1 $763k 2.6k 293.18
Constellation Energy (CEG) 0.1 $759k 3.1k 248.35
Cintas Corporation (CTAS) 0.1 $752k 4.4k 170.06
Cardinal Health (CAH) 0.1 $741k 3.1k 237.56
Starwood Property Trust (STWD) 0.1 $738k 45k 16.38
Blackstone Group Inc Com Cl A (BX) 0.1 $735k 6.2k 117.67
Vanguard World Energy Etf (VDE) 0.1 $727k 4.8k 150.13
Servicenow (NOW) 0.1 $724k 7.3k 99.28
General Dynamics Corporation (GD) 0.1 $723k 2.0k 354.24
Direxion Shares Etf Trust Da 500 Bu 3x Etf (SPXL) 0.1 $723k 2.7k 270.67
Thermo Fisher Scientific (TMO) 0.1 $708k 1.4k 501.36
Medtronic SHS (MDT) 0.1 $708k 9.1k 78.23
Citigroup Com New (C) 0.1 $708k 5.1k 139.95
Steris Shs Usd (STE) 0.1 $703k 3.3k 210.60
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.1 $695k 34k 20.37
Williams Companies (WMB) 0.1 $695k 9.3k 74.34
Kinder Morgan (KMI) 0.1 $686k 22k 31.97
Powell Industries (POWL) 0.1 $666k 2.3k 286.40
Stanley Black & Decker (SWK) 0.1 $660k 7.0k 94.13
Vistra Energy (VST) 0.1 $657k 4.1k 158.63
Thomsoncorp (TRI) 0.1 $654k 8.0k 81.67
Colgate-Palmolive Company (CL) 0.1 $652k 7.1k 91.68
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $644k 1.7k 369.95
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $639k 7.2k 88.54
Xcel Energy (XEL) 0.1 $635k 7.9k 80.30
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $634k 657.00 965.68
Ishares Tr Select Divid Etf (DVY) 0.1 $624k 4.0k 156.30
Rio Tinto Sponsored Adr (RIO) 0.1 $619k 6.5k 94.93
Us Bancorp Com New (USB) 0.1 $614k 10k 60.40
Adobe Systems Incorporated (ADBE) 0.1 $611k 3.0k 205.02
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.1 $610k 27k 22.64
Ishares Tr 0-3 Mth Treasury (SGOV) 0.1 $610k 6.1k 100.66
MercadoLibre (MELI) 0.1 $609k 359.00 1697.39
Gxo Logistics Incorporated Common Stock (GXO) 0.1 $602k 12k 50.70
First Tr Exchange-traded SHS (FDL) 0.1 $600k 12k 48.66
Netflix (NFLX) 0.1 $596k 8.3k 71.40
Advisors Inner Circle Fd Iii Strategas Macro (SAMT) 0.1 $587k 12k 47.73
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) 0.1 $586k 42k 14.13
PPL Corporation (PPL) 0.1 $586k 16k 36.35
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $585k 8.0k 73.41
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $584k 15k 40.13
Leidos Holdings (LDOS) 0.1 $584k 5.7k 102.96
Simon Property (SPG) 0.1 $583k 2.6k 223.61
Northern Trust Corporation (NTRS) 0.1 $575k 3.3k 173.84
Exelon Corporation (EXC) 0.1 $570k 12k 46.62
Evergy (EVRG) 0.1 $569k 6.6k 86.43
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $558k 14k 40.64
O'reilly Automotive (ORLY) 0.1 $557k 6.1k 92.09
Ameren Corporation (AEE) 0.1 $556k 4.9k 113.05
Altria (MO) 0.1 $553k 7.7k 71.95
Alliant Energy Corporation (LNT) 0.1 $551k 7.2k 76.29
Arm Holdings Sponsored Ads (ARM) 0.1 $548k 1.5k 354.57
Ishares Tr Msci Eafe Etf (EFA) 0.1 $547k 5.3k 103.88
Vanguard World Mega Grwth Ind (MGK) 0.1 $544k 6.2k 87.91
Waste Management (WM) 0.1 $542k 2.4k 222.92
Davis Fundamental Etf Tr Selct Intl Etf (DINT) 0.1 $536k 19k 28.50
United Therapeutics Corporation (UTHR) 0.1 $531k 979.00 541.83
Pacer Fds Tr Trendpilot 100 (PTNQ) 0.1 $530k 6.0k 88.65
Applied Materials (AMAT) 0.1 $528k 730.00 723.03
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $527k 1.1k 496.73
Steel Dynamics (STLD) 0.1 $525k 2.3k 229.46
Intuit (INTU) 0.1 $521k 2.0k 261.00
Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $521k 15k 34.12
Progressive Corporation (PGR) 0.1 $516k 2.4k 218.45
Philip Morris International (PM) 0.1 $515k 2.8k 180.91
Southwest Airlines (LUV) 0.1 $512k 10k 51.42
Vanguard World Utilities Etf (VPU) 0.1 $507k 2.6k 195.73
Spdr Series Trust St Str Aggre Etf (SPAB) 0.1 $504k 20k 25.52
First Tr Exchng Traded Fd Vi Ft Ener Inco Etf (EIPI) 0.1 $499k 23k 21.84
Jack Henry & Associates (JKHY) 0.1 $499k 3.6k 137.73
Construction Partners Com Cl A (ROAD) 0.1 $499k 4.2k 118.77
S&T Ban (STBA) 0.1 $494k 10k 49.08
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $494k 770.00 640.94
Morgan Stanley Com New (MS) 0.1 $491k 2.4k 209.06
CenterPoint Energy (CNP) 0.1 $486k 11k 44.04
Vanguard World Financials Etf (VFH) 0.1 $482k 3.7k 131.60
Arista Networks Com Shs (ANET) 0.1 $476k 2.8k 169.88
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.1 $473k 1.6k 287.68
Avery Dennison Corporation (AVY) 0.1 $467k 2.9k 162.34
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $466k 3.6k 127.81
Hershey Company (HSY) 0.1 $465k 2.7k 175.44
NiSource (NI) 0.1 $465k 9.8k 47.55
Uber Technologies (UBER) 0.1 $458k 6.3k 72.16
United Parcel Svcs CL B (UPS) 0.1 $458k 4.3k 107.51
Cleanspark Com New (CLSK) 0.1 $457k 31k 14.55
InterDigital (IDCC) 0.1 $454k 1.6k 283.13
Oneok (OKE) 0.1 $453k 5.2k 86.94
CMS Energy Corporation (CMS) 0.1 $451k 5.9k 76.50
Spdr Series Trust St Str P500etf (SPYM) 0.1 $448k 5.1k 87.88
Fidelity Natl Finl Com Shs (FNF) 0.1 $447k 9.5k 47.16
T. Rowe Price (TROW) 0.1 $447k 3.9k 113.68
Vertiv Holdings Com Cl A (VRT) 0.1 $444k 1.3k 334.84
Zoetis Cl A (ZTS) 0.1 $437k 6.1k 71.86
Devon Energy Corporation (DVN) 0.1 $435k 11k 41.32
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $433k 1.2k 365.73
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $433k 8.0k 53.79
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $432k 2.6k 164.27
Tractor Supply Company (TSCO) 0.1 $431k 14k 31.61
United Rentals (URI) 0.1 $427k 377.00 1133.81
Diageo Spon Adr New (DEO) 0.1 $418k 5.2k 80.38
Duke Energy Corp Com New (DUK) 0.1 $418k 3.3k 126.57
TJX Companies (TJX) 0.1 $416k 2.7k 151.49
Paychex (PAYX) 0.1 $409k 4.2k 98.34
Applovin Corp Com Cl A (APP) 0.1 $407k 789.00 515.23
Ishares Tr Esg Optimized (SUSA) 0.1 $402k 2.6k 154.30
Select Sector Spdr Tr St Str Care Etf (XLV) 0.1 $401k 2.5k 158.66
Ares Capital Corporation (ARCC) 0.1 $399k 22k 18.53
Yum! Brands (YUM) 0.1 $396k 2.5k 159.86
Lowe's Companies (LOW) 0.1 $393k 1.8k 220.49
Boston Scientific Corporation (BSX) 0.1 $392k 9.2k 42.68
Ishares Tr U.s. Tech Etf (IYW) 0.1 $391k 1.5k 252.24
Regeneron Pharmaceuticals (REGN) 0.1 $391k 626.00 623.94
AmerisourceBergen (COR) 0.1 $390k 1.4k 282.91
Dominion Resources (D) 0.1 $389k 5.7k 68.29
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $388k 3.4k 114.18
Marsh & McLennan Companies (MRSH) 0.1 $387k 2.3k 166.67
DTE Energy Company (DTE) 0.1 $387k 2.5k 152.37
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.1 $385k 5.2k 73.80
Verisign (VRSN) 0.1 $380k 1.5k 251.56
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.0 $374k 8.7k 42.77
Ishares Tr Ishares Biotech (IBB) 0.0 $373k 2.0k 190.21
UnitedHealth (UNH) 0.0 $373k 896.00 415.85
Public Service Enterprise (PEG) 0.0 $372k 4.6k 81.16
Clorox Company (CLX) 0.0 $368k 3.9k 95.44
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $366k 6.5k 56.48
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.0 $365k 6.6k 55.57
FedEx Corporation (FDX) 0.0 $364k 1.2k 313.13
First Tr Exchange-traded Wtr Etf (FIW) 0.0 $362k 3.3k 109.51
ConocoPhillips (COP) 0.0 $361k 3.5k 103.96
Monster Beverage Corp (MNST) 0.0 $361k 3.8k 96.12
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.0 $357k 8.4k 42.67
Murphy Usa (MUSA) 0.0 $348k 647.00 538.49
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $345k 3.4k 100.35
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $343k 5.6k 61.46
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.0 $343k 1.9k 185.26
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $342k 2.3k 146.41
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $339k 1.7k 197.58
Incyte Corporation (INCY) 0.0 $337k 3.0k 113.36
Reliance Steel & Aluminum (RS) 0.0 $337k 902.00 373.60
Iren Ordinary Shares (IREN) 0.0 $337k 7.4k 45.73
CVS Caremark Corporation (CVS) 0.0 $335k 3.2k 103.45
Dow (DOW) 0.0 $333k 12k 27.36
Occidental Petroleum Corporation (OXY) 0.0 $328k 6.7k 48.57
Crowdstrike Hldgs Cl A (CRWD) 0.0 $327k 428.00 763.14
At&t (T) 0.0 $326k 16k 20.70
Rocket Lab Corp (RKLB) 0.0 $325k 3.2k 101.65
Vici Pptys (VICI) 0.0 $323k 12k 26.55
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $323k 3.5k 93.37
Oge Energy Corp (OGE) 0.0 $322k 6.6k 48.66
AFLAC Incorporated (AFL) 0.0 $321k 2.7k 117.25
Delcath Sys Com New (DCTH) 0.0 $319k 25k 12.59
Ishares Tr Russell 2000 Etf (IWM) 0.0 $319k 1.1k 300.48
Paypal Holdings (PYPL) 0.0 $317k 7.3k 43.18
Western Digital (WDC) 0.0 $317k 496.00 639.15
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $316k 8.6k 36.84
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.0 $316k 6.3k 50.49
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $314k 1.0k 306.30
Pacer Fds Tr Globl Cash Etf (GCOW) 0.0 $312k 7.2k 43.30
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $311k 2.2k 141.91
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.0 $308k 3.4k 89.84
Northrop Grumman Corporation (NOC) 0.0 $307k 604.00 508.99
Ultra Clean Holdings (UCTT) 0.0 $307k 2.2k 142.59
Quest Diagnostics Incorporated (DGX) 0.0 $300k 1.4k 211.95
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $296k 751.00 393.96
Johnson Controls Internation SHS (JCI) 0.0 $296k 2.0k 146.11
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $292k 3.2k 90.47
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $290k 6.8k 42.59
Brady Corp Cl A (BRC) 0.0 $289k 3.2k 91.56
Pinnacle West Capital Corporation (PNW) 0.0 $288k 2.7k 107.00
Realty Income (O) 0.0 $287k 4.6k 61.96
Intercontinental Exchange (ICE) 0.0 $286k 2.3k 123.09
Blackrock (BLK) 0.0 $284k 296.00 960.23
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPFD) 0.0 $281k 16k 17.88
Archer Daniels Midland Company (ADM) 0.0 $281k 3.7k 76.40
Nrg Energy Com New (NRG) 0.0 $276k 1.9k 146.09
American Express Company (AXP) 0.0 $274k 810.00 338.25
Select Sector Spdr Tr St Str Real Etf (XLRE) 0.0 $271k 6.2k 44.03
3M Company (MMM) 0.0 $270k 1.7k 161.94
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.0 $269k 3.2k 83.06
Valero Energy Corporation (VLO) 0.0 $269k 1.0k 260.55
MDU Resources (MDU) 0.0 $268k 13k 21.21
Core Natural Resources Com Shs (CNR) 0.0 $268k 3.3k 80.03
Edwards Lifesciences (EW) 0.0 $267k 3.0k 90.46
First Tr Exchange-traded SHS (QTEC) 0.0 $266k 796.00 334.69
Mp Materials Corp Com Cl A (MP) 0.0 $266k 4.8k 56.01
Ishares Msci Gbl Etf New (PICK) 0.0 $264k 4.5k 58.15
Datadog Cl A Com (DDOG) 0.0 $264k 1.0k 260.36
Summit Therapeutics (SMMT) 0.0 $262k 18k 14.57
Spdr Series Trust St Str Sp Metal (XME) 0.0 $260k 2.4k 106.93
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $257k 1.6k 164.60
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.0 $255k 14k 18.57
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $254k 2.4k 106.31
Old Dominion Freight Line (ODFL) 0.0 $250k 1.2k 216.59
Target Corporation (TGT) 0.0 $248k 1.9k 130.58
Viking Therapeutics (VKTX) 0.0 $247k 6.3k 39.01
American Tower Reit (AMT) 0.0 $247k 1.5k 163.57
Illumina (ILMN) 0.0 $246k 1.4k 175.83
GSK Sponsored Adr (GSK) 0.0 $245k 4.7k 52.42
Sharkninja Com Shs (SN) 0.0 $244k 1.6k 152.27
Prologis (PLD) 0.0 $243k 1.8k 135.50
Coca-Cola Bottling Co. Consolidated (COKE) 0.0 $242k 1.3k 190.92
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $240k 3.6k 67.24
Matson (MATX) 0.0 $239k 1.2k 192.17
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.0 $231k 4.6k 50.03
Clear Secure Com Cl A (YOU) 0.0 $231k 4.1k 55.74
PG&E Corporation (PCG) 0.0 $231k 14k 16.82
W.W. Grainger (GWW) 0.0 $230k 169.00 1361.32
MetLife (MET) 0.0 $230k 2.7k 84.61
Natera (NTRA) 0.0 $228k 840.00 271.45
Capital One Financial (COF) 0.0 $228k 1.1k 200.57
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR) 0.0 $227k 5.8k 39.24
First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.0 $227k 1.2k 191.68
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.0 $226k 1.9k 117.28
Generac Holdings (GNRC) 0.0 $226k 773.00 292.81
Dimensional Etf Trust Global Real Est (DFGR) 0.0 $224k 7.7k 28.97
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $223k 2.7k 82.66
Ventas (VTR) 0.0 $222k 2.5k 88.80
International Paper Company (IP) 0.0 $221k 5.8k 38.10
Marathon Petroleum Corp (MPC) 0.0 $221k 864.00 255.67
Rockwell Automation (ROK) 0.0 $219k 442.00 495.08
Danaher Corporation (DHR) 0.0 $219k 1.1k 190.48
Knight-swift Transn Hldgs In Cl A (KNX) 0.0 $218k 2.8k 77.88
Cal Maine Foods Com New (CALM) 0.0 $218k 2.7k 80.56
Rxo Common Stock (RXO) 0.0 $218k 7.9k 27.59
Fortis (FTS) 0.0 $215k 3.8k 57.24
Prudential Financial (PRU) 0.0 $214k 2.0k 107.94
Digital Realty Trust (DLR) 0.0 $212k 1.2k 179.57
Electronic Arts (EA) 0.0 $212k 1.0k 205.04
Match Group (MTCH) 0.0 $212k 5.6k 38.05
Kla Corp Com New (KLAC) 0.0 $211k 700.00 301.75
Papa John's Int'l (PZZA) 0.0 $210k 5.7k 36.77
Expedia Group Com New (EXPE) 0.0 $210k 819.00 255.90
Microchip Technology (MCHP) 0.0 $208k 2.3k 91.19
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $207k 4.6k 44.85
TransDigm Group Incorporated (TDG) 0.0 $207k 155.00 1334.81
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $206k 12k 17.88
Penske Automotive (PAG) 0.0 $204k 1.1k 178.96
PNC Financial Services (PNC) 0.0 $204k 829.00 246.22
Ishares Tr Expanded Tech (IGV) 0.0 $204k 2.2k 90.61
Norfolk Southern (NSC) 0.0 $203k 646.00 314.59
Amentum Holdings (AMTM) 0.0 $202k 9.8k 20.67
Flexshares Tr Mornstar Upstr (GUNR) 0.0 $202k 4.1k 49.28
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $201k 2.1k 95.61
West Pharmaceutical Services (WST) 0.0 $201k 559.00 359.00
Allogene Therapeutics (ALLO) 0.0 $200k 96k 2.08
Ford Motor Company (F) 0.0 $182k 13k 13.90
Heron Therapeutics (HRTX) 0.0 $173k 406k 0.43
Jumia Technologies Sponsored Ads (JMIA) 0.0 $92k 13k 7.05
Neogen Corporation (NEOG) 0.0 $90k 10k 8.99
Hive Digital Technologies Lt Com New (HIVE) 0.0 $46k 13k 3.64
Altimmune Com New (ALT) 0.0 $40k 13k 3.04
Loandepot Com Cl A (LDI) 0.0 $39k 31k 1.25
Uwm Holdings Corporation Com Cl A (UWMC) 0.0 $35k 15k 2.29