Location: Madison, WI
CIK: 0001521951 · Show all filings
Period: Q3 2025 (← Previous) (Next →)
Filing Date: Oct 30, 2025
Total Value: $1.09B (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Total Stock Market ET | 807,129 | $265M | 24.3% | $328.17 | $119.73 | +174.1% | Com | 922908769 |
| IEFA | iShares Core MSCI EAFE ETF | 1,520,975 | $133M | 12.2% | $87.31 | $69.46 | +25.7% | Com | 46432F842 |
| IWF | iShares Russell 1000 Growth ET | 187,768 | $87.95M | 8.1% | $468.41 * | $42.06 | +178.4% | Com | 464287614 |
| IJR | iShares Core S&P Small-Cap ETF | 499,418 | $59.35M | 5.4% | $118.83 | $82.61 | +43.8% | Com | 464287804 |
| DGRO | iShares Core Dividend Growth | 824,026 | $56.1M | 5.1% | $68.08 | $50.98 | +33.5% | Com | 46434V621 |
| IWD | iShares Russell 1000 Value ETF | 265,429 | $54.04M | 5.0% | $203.59 | $121.40 | +67.7% | Com | 464287598 |
| IJH | iShares Core S&P Mid-Cap ETF | 704,170 | $45.95M | 4.2% | $65.26 | $53.38 | +22.3% | Com | 464287507 |
| AGG | iShares Core US Aggregate Bond | 363,294 | $36.42M | 3.3% | $100.25 | $110.32 | -9.1% | Com | 464287226 |
| SPY | SPDR S&P 500 ETF | 43,791 | $29.17M | 2.7% | $666.18 | $282.14 | +136.1% | Com | 78462F103 |
| FBIZ | First Business Financial Servi | 374,233 | $19.18M | 1.8% | $51.26 | $18.61 | +172.3% | Com | 319390100 |
| NVDA | Nvidia Corp | 93,654 | $17.47M | 1.6% | $186.58 | $102.61 | +81.8% | Com | 67066G104 |
| AAPL | Apple Inc | 56,477 | $14.38M | 1.3% | $254.63 | $149.70 | +69.9% | Com | 037833100 |
| AVGO | Broadcom Inc | 36,835 | $12.15M | 1.1% | $329.91 | $151.23 | +117.7% | Com | 11135F101 |
| JPST | JPMorgan Ultra-Short Income ET | 202,797 | $10.29M | 0.9% | $50.73 | $50.16 | +1.1% | Com | 46641Q837 |
| JPM | JPMorgan Chase & Co | 31,583 | $9.962M | 0.9% | $315.43 | $118.28 | +165.4% | Com | 46625H100 |
| MSFT | Microsoft Corp | 18,803 | $9.739M | 0.9% | $517.95 | $201.24 | +156.9% | Com | 594918104 |
| GOOGL | Alphabet Inc Cap Stk Cl A | 38,376 | $9.329M | 0.9% | $243.10 | $116.75 | +108.1% | Com | 02079K305 |
| ANET | Arista Networks Inc | 57,092 | $8.319M | 0.8% | $145.71 | $102.39 | +42.3% | Com | 040413205 |
| CAT | Caterpillar Inc | 14,667 | $6.998M | 0.6% | $477.15 | $378.53 | +25.7% | Com | 149123101 |
| PWR | Quanta Services Inc | 13,845 | $5.738M | 0.5% | $414.42 | $142.28 | +191.1% | Com | 74762E102 |
| MTUM | iShares Edge MSCI USA Momentum | 20,335 | $5.215M | 0.5% | $256.45 | $141.30 | +81.5% | Com | 46432F396 |
| XLK | Technology Select Sector SPDR | 18,249 | $5.144M | 0.5% | $281.86 * | $72.55 | +94.3% | Com | 81369Y803 |
| MUB | iShares National Muni Bond ETF | 43,656 | $4.649M | 0.4% | $106.49 | $107.31 | -0.8% | Com | 464288414 |
| DE | Deere & Co Com | 10,040 | $4.591M | 0.4% | $457.26 | $413.99 | +10.1% | Com | 244199105 |
| BRK/A | Berkshire Hathaway Inc Class A | 6 | $4.525M | 0.4% | $754200.00 | $729330.75 | +3.4% | Com | 084670108 |
| LLY | Lilly Eli Co | 5,601 | $4.274M | 0.4% | $763.00 | $295.66 | +157.7% | Com | 532457108 |
| COR | CENCORA INC | 13,344 | $4.17M | 0.4% | $312.53 | $145.91 | +113.8% | Com | 03073E105 |
| IVV | iShares S&P 500 Core | 5,873 | $3.931M | 0.4% | $669.30 | $357.19 | +87.4% | Com | 464287200 |
| COST | Costco Wholesale Corp | 4,179 | $3.868M | 0.4% | $925.63 | $498.00 | +85.6% | Com | 22160K105 |
| CIEN | Ciena Corp | 25,956 | $3.781M | 0.3% | $145.67 | $52.90 | +175.4% | Com | 171779309 |
| MGEE | MGE Energy Inc | 44,382 | $3.736M | 0.3% | $84.18 | $90.02 | -7.0% | Com | 55277P104 |
| BAC | Bank of America Corp | 69,648 | $3.593M | 0.3% | $51.59 | $33.48 | +53.3% | Com | 060505104 |
| C | Citigroup Inc | 34,915 | $3.544M | 0.3% | $101.50 | $52.92 | +90.7% | Com | 172967424 |
| LRCX | Lam Research Corporation | 26,211 | $3.51M | 0.3% | $133.90 | $75.16 | +77.9% | Com | 512807306 |
| TMUS | T Mobile US Inc | 13,679 | $3.274M | 0.3% | $239.38 | $125.34 | +90.0% | Com | 872590104 |
| SYK | Stryker Corp | 8,430 | $3.116M | 0.3% | $369.67 | $251.98 | +46.3% | Com | 863667101 |
| XOM | Exxon Mobil Corp | 26,362 | $2.972M | 0.3% | $112.75 | $80.40 | +39.0% | Com | 30231G102 |
| EA | Electronic Arts Inc | 14,682 | $2.961M | 0.3% | $201.70 | $122.93 | +63.9% | Com | 285512109 |
| RSG | Republic Services Inc | 12,715 | $2.918M | 0.3% | $229.48 | $115.44 | +97.7% | Com | 760759100 |
| GD | General Dynamics Corp | 8,540 | $2.912M | 0.3% | $341.00 | $243.64 | +39.3% | Com | 369550108 |
| ADI | Analog Devices Inc | 11,623 | $2.856M | 0.3% | $245.70 | $122.66 | +99.6% | Com | 032654105 |
| TJX | TJX Companies Inc | 17,798 | $2.573M | 0.2% | $144.54 | $73.15 | +97.0% | Com | 872540109 |
| KO | Coca-Cola Co | 37,455 | $2.484M | 0.2% | $66.32 | $51.31 | +28.4% | Com | 191216100 |
| XLE | Energy Select Sector SPDR ETF | 27,122 | $2.423M | 0.2% | $89.34 * | $36.21 | +23.3% | Com | 81369Y506 |
| ICE | Intercontinental Exchange Inc | 14,332 | $2.415M | 0.2% | $168.48 | $85.98 | +95.4% | Com | 45866F104 |
| AMZN | Amazon.com Inc | 10,929 | $2.4M | 0.2% | $219.57 | $146.68 | +49.7% | Com | 023135106 |
| NFLX | Netflix Inc | 1,995 | $2.392M | 0.2% | $1198.92 * | $114.31 | +4.9% | Com | 64110L106 |
| NUE | Nucor Corp | 17,203 | $2.33M | 0.2% | $135.43 | $117.87 | +14.5% | Com | 670346105 |
| EXPE | Expedia Group Inc New | 10,616 | $2.269M | 0.2% | $213.75 | $131.79 | +61.9% | Com | 30212P303 |
| NEE | Nextera Energy Inc | 29,560 | $2.231M | 0.2% | $75.49 | $67.95 | +10.4% | Com | 65339F101 |
| EQIX | Equinix Inc | 2,845 | $2.228M | 0.2% | $783.24 | $760.85 | +2.3% | Com | 29444U700 |
| TXN | Texas Instruments Inc | 12,033 | $2.211M | 0.2% | $183.73 | $125.26 | +45.4% | Com | 882508104 |
| XLI | Industrials Select Sector SPDR | 14,013 | $2.161M | 0.2% | $154.23 | $91.96 | +67.7% | Com | 81369Y704 |
| CSCO | Cisco Systems Inc | 30,679 | $2.099M | 0.2% | $68.42 | $42.49 | +59.2% | Com | 17275R102 |
| LOW | Lowe's Companies Inc | 8,088 | $2.033M | 0.2% | $251.31 | $114.22 | +118.9% | Com | 548661107 |
| TOL | Toll Brothers Inc | 14,579 | $2.014M | 0.2% | $138.14 | $104.81 | +31.8% | Com | 889478103 |
| GLD | Spdr Gold Trust Shs | 5,180 | $1.841M | 0.2% | $355.47 | $169.41 | +109.8% | Com | 78463V107 |
| PRU | Prudential Financial Inc | 17,155 | $1.78M | 0.2% | $103.74 | $91.80 | +11.5% | Com | 744320102 |
| GOOG | Alphabet Inc Cap Stk Cl C | 7,216 | $1.757M | 0.2% | $243.55 | $111.79 | +117.7% | Com | 02079K107 |
| DRI | Darden Restaurants Inc | 9,229 | $1.757M | 0.2% | $190.36 | $122.51 | +54.1% | Com | 237194105 |
| PM | Philip Morris International In | 10,487 | $1.701M | 0.2% | $162.20 | $56.96 | +179.6% | Com | 718172109 |
| ABBV | Abbvie Inc Com | 7,278 | $1.685M | 0.2% | $231.54 | $112.40 | +104.5% | Com | 00287Y109 |
| IQV | Iqvia Holdings Inc | 8,422 | $1.6M | 0.1% | $189.94 | $204.12 | -6.9% | Com | 46266C105 |
| IWB | iShares Russell 1000 ETF | 4,244 | $1.551M | 0.1% | $365.48 | $155.88 | +134.5% | Com | 464287622 |
| EOG | EOG Res Inc | 13,820 | $1.549M | 0.1% | $112.12 | $109.11 | +1.8% | Com | 26875P101 |
| XLY | Consumer Discr Select Sect SPD | 6,451 | $1.546M | 0.1% | $239.64 * | $82.27 | +45.6% | Com | 81369Y407 |
| OSK | Oshkosh Corporation | 11,845 | $1.536M | 0.1% | $129.70 | $95.81 | +34.4% | Com | 688239201 |
| QCOM | Qualcomm Inc | 8,985 | $1.495M | 0.1% | $166.36 | $104.51 | +58.4% | Com | 747525103 |
| PLTR | Palantir Technologies Inc | 8,116 | $1.481M | 0.1% | $182.42 | $22.08 | +726.0% | Com | 69608A108 |
| KR | Kroger Co | 21,530 | $1.451M | 0.1% | $67.41 | $31.80 | +110.8% | Com | 501044101 |
| SLB | SLB Limited | 39,793 | $1.368M | 0.1% | $34.37 | $41.34 | -17.5% | Com | 806857108 |
| XLF | Financial Select Sector SPDR E | 24,095 | $1.298M | 0.1% | $53.87 | $30.85 | +74.6% | Com | 81369Y605 |
| VB | Vanguard Small-Cap ETF | 5,039 | $1.281M | 0.1% | $254.28 | $193.32 | +31.5% | Com | 922908751 |
| IWM | iShares Russell 2000 | 5,020 | $1.215M | 0.1% | $241.96 | $188.18 | +28.6% | Com | 464287655 |
| AEP | American Electric Power Inc | 10,599 | $1.192M | 0.1% | $112.50 | $108.19 | +3.2% | Com | 025537101 |
| AEE | Ameren Corporation | 11,155 | $1.164M | 0.1% | $104.38 | $86.51 | +19.8% | Com | 023608102 |
| VOX | Vanguard Communication SVCS ET | 6,200 | $1.164M | 0.1% | $187.73 | $89.51 | +109.7% | Com | 92204A884 |
| PG | Procter & Gamble Co | 7,345 | $1.129M | 0.1% | $153.65 | $108.55 | +40.6% | Com | 742718109 |
| APO | Apollo Global Mgmt Inc | 7,962 | $1.061M | 0.1% | $133.27 | $131.59 | +0.9% | Com | 03769M106 |
| LNT | Alliant Energy Corp | 15,614 | $1.053M | 0.1% | $67.41 | $57.45 | +16.5% | Com | 018802108 |
| BRK/B | Berkshire Hathaway INC-CL B | 2,047 | $1.029M | 0.1% | $502.74 | $368.87 | +36.3% | Com | 084670702 |
| ACN | Accenture PLC | 4,167 | $1.028M | 0.1% | $246.60 | $277.36 | -11.1% | Com | G1151C101 |
| IWO | iShares Russell 2000 Growth | 3,132 | $1.002M | 0.1% | $320.04 | $128.62 | +148.8% | Com | 464287648 |
| CRM | Salesforce Inc. | 4,139 | $981K | 0.1% | $237.00 | $266.04 | -11.1% | Com | 79466L302 |
| BLK | Blackrock Inc New | 831 | $969K | 0.1% | $1165.87 | $991.05 | +17.1% | Com | 09290D101 |
| CL | Colgate-Palmolive Co | 11,538 | $922K | 0.1% | $79.94 | $90.04 | -11.8% | Com | 194162103 |
| NULV | Nuveen ESG Large Cap Value | 21,003 | $920K | 0.1% | $43.83 | $36.75 | +19.3% | Com | 67092P300 |
| JNJ | Johnson & Johnson | 4,947 | $917K | 0.1% | $185.42 | $133.82 | +37.7% | Com | 478160104 |
| WMT | Wal-Mart Inc | 8,592 | $885K | 0.1% | $103.06 | $51.40 | +100.1% | Com | 931142103 |
| CVX | Chevron Corp | 5,649 | $877K | 0.1% | $155.29 | $94.76 | +62.1% | Com | 166764100 |
| VO | Vanguard Mid-Cap ETF | 2,969 | $872K | 0.1% | $293.74 * | $58.83 | +24.8% | Com | 922908629 |
| TDG | Transdigm Group Inc | 652 | $859K | 0.1% | $1318.02 | $320.31 | +311.5% | Com | 893641100 |
| META | Meta Platforms Inc | 1,138 | $836K | 0.1% | $734.38 | $357.56 | +105.2% | Com | 30303M102 |
| XLC | Communication Sector Select SP | 7,057 | $835K | 0.1% | $118.37 | $63.77 | +85.6% | Com | 81369Y852 |
| USMV | iShares Edge MSCI Min Vol USA | 8,694 | $827K | 0.1% | $95.14 | $63.69 | +49.4% | Com | 46429B697 |
| IWN | iShares Russell 2000 Value | 4,604 | $814K | 0.1% | $176.81 | $95.17 | +85.8% | Com | 464287630 |
| MDLZ | Mondelez Intl Inc Class A | 12,980 | $811K | 0.1% | $62.47 | $31.40 | +97.1% | Com | 609207105 |
| ITW | Illinois Tool Works Inc | 3,006 | $784K | 0.1% | $260.76 | $197.83 | +31.0% | Com | 452308109 |
| ETN | Eaton Corp PLC | 2,062 | $772K | 0.1% | $374.25 | $142.59 | +162.5% | Com | G29183103 |
| OKLO | Oklo Inc. | 6,650 | $742K | 0.1% | $111.63 | $48.43 | +130.5% | Com | 02156V109 |
| MRK | Merck & Co Inc | 8,824 | $741K | 0.1% | $83.93 | $68.31 | +21.8% | Com | 58933Y105 |
| ABT | Abbott Laboratories | 5,443 | $729K | 0.1% | $133.94 | $112.09 | +19.0% | Com | 002824100 |
| HD | Home Depot Inc | 1,795 | $727K | 0.1% | $405.19 | $178.00 | +126.2% | Com | 437076102 |
| VUG | Vanguard Index Growth | 1,502 | $720K | 0.1% | $479.61 * | $24.22 | +230.0% | Com | 922908736 |
| ASML | ASML Holding N V N Y Registry | 737 | $713K | 0.1% | $968.09 | $727.48 | +33.1% | Com | N07059210 |
| PEP | Pepsico Inc | 5,042 | $708K | 0.1% | $140.44 | $124.78 | +11.5% | Com | 713448108 |
| GLW | Corning Inc | 8,369 | $687K | 0.1% | $82.03 | $26.80 | +205.1% | Com | 219350105 |
| SO | Southern Company | 7,225 | $685K | 0.1% | $94.77 | $84.70 | +11.0% | Com | 842587107 |
| MCD | McDonald's Corp | 2,229 | $677K | 0.1% | $303.89 | $185.36 | +63.0% | Com | 580135101 |
| PNC | PNC Financial Services Group I | 3,341 | $671K | 0.1% | $200.93 | $113.39 | +75.6% | Com | 693475105 |
| PLOW | Douglas Dynamics Inc | 20,000 | $625K | 0.1% | $31.26 | $25.32 | +23.4% | Com | 25960R105 |
| TEL | TE Connectivity PLC ADR | 2,800 | $615K | 0.1% | $219.53 | $146.90 | +49.4% | Com | G87052109 |
| TRI | Thomson Reuters Corp. | 3,942 | $612K | 0.1% | $155.33 | $124.59 | +23.2% | Com | 884903808 |
| ATI | ATI Inc | 7,484 | $609K | 0.1% | $81.34 | $24.34 | +234.2% | Com | 01741R102 |
| TTEK | Tetra Tech Inc New | 17,555 | $586K | 0.1% | $33.38 | $38.61 | -13.5% | Com | 88162G103 |
| AMD | Advanced Micro Devices Inc | 3,536 | $572K | 0.1% | $161.79 | $99.18 | +63.1% | Com | 007903107 |
| ISRG | Intuitive Surgical Inc | 1,251 | $559K | 0.1% | $447.23 | $314.92 | +42.0% | Com | 46120E602 |
| USB | US Bancorp | 11,368 | $549K | 0.1% | $48.33 | $39.76 | +20.4% | Com | 902973304 |
| IBM | International Business Machine | 1,938 | $547K | 0.1% | $282.16 | $235.53 | +19.1% | Com | 459200101 |
| MDY | SPDRA S&P MidCap 400 ETF | 887 | $529K | 0.0% | $596.03 | $429.78 | +38.7% | Com | 78467Y107 |
| SLV | Ishares Silver Trust | 12,230 | $518K | 0.0% | $42.37 | $29.28 | +44.7% | Com | 46428Q109 |
| ORCL | Oracle Corp | 1,814 | $510K | 0.0% | $281.24 | $126.97 | +121.1% | Com | 68389X105 |
| MA | Mastercard Inc Cl A | 885 | $503K | 0.0% | $568.81 | $350.89 | +61.9% | Com | 57636Q104 |
| VTV | Vanguard Index Value | 2,689 | $501K | 0.0% | $186.49 | $108.66 | +71.6% | Com | 922908744 |
| AMP | Ameriprise Financial Inc | 1,015 | $499K | 0.0% | $491.25 | $246.22 | +98.8% | Com | 03076C106 |
| AON | Aon PLC Shs Cl A | 1,384 | $494K | 0.0% | $356.58 | $198.34 | +79.8% | Com | G0403H108 |
| AXP | American Express CO | 1,468 | $488K | 0.0% | $332.16 | $152.99 | +116.1% | Com | 025816109 |
| EFA | iShares MSCI EAFE ETF | 5,128 | $479K | 0.0% | $93.37 | $71.64 | +30.3% | Com | 464287465 |
| MO | Altria Group Inc | 7,116 | $470K | 0.0% | $66.06 | $26.40 | +145.7% | Com | 02209S103 |
| V | Visa Inc | 1,352 | $462K | 0.0% | $341.38 | $234.18 | +45.5% | Com | 92826C839 |
| WEYS | Weyco Group Inc | 14,156 | $426K | 0.0% | $30.09 | $24.74 | +21.6% | Com | 962149100 |
| CTAS | Cintas Corporation | 2,052 | $421K | 0.0% | $205.26 | $169.72 | +20.6% | Com | 172908105 |
| COF | Capital One Finl Corp Com | 1,956 | $416K | 0.0% | $212.58 | $185.05 | +14.4% | Com | 14040H105 |
| MCK | McKesson Corp | 523 | $404K | 0.0% | $772.54 | $380.60 | +102.8% | Com | 58155Q103 |
| DUK | Duke Energy Corp | 3,248 | $402K | 0.0% | $123.75 | $108.79 | +12.8% | Com | 26441C204 |
| VEA | Vanguard FTSE Developed Market | 6,514 | $390K | 0.0% | $59.92 | $41.58 | +44.1% | Com | 921943858 |
| WM | Waste Mgmt Inc Del | 1,759 | $388K | 0.0% | $220.83 | $136.62 | +61.0% | Com | 94106L109 |
| VGT | Vanguard Information Technolog | 519 | $388K | 0.0% | $746.63 * | $44.21 | +111.1% | Com | 92204A702 |
| ACWX | iShares MSCI ACWI ex US | 5,905 | $384K | 0.0% | $65.01 | $42.48 | +53.0% | Com | 464288240 |
| UNP | Union Pacific Corp | 1,619 | $383K | 0.0% | $236.37 | $166.56 | +41.1% | Com | 907818108 |
| TTC | Toro Co | 5,000 | $381K | 0.0% | $76.20 | $83.84 | -9.1% | Com | 891092108 |
| SCHW | The Charles Schwab Corp | 3,931 | $375K | 0.0% | $95.47 | $70.23 | +35.6% | Com | 808513105 |
| NOW | Servicenow Inc | 403 | $371K | 0.0% | $920.28 * | $164.40 | +12.0% | Com | 81762P102 |
| DOX | Amdocs Ltd ADR | 4,450 | $365K | 0.0% | $82.05 | $53.80 | +51.5% | Com | G02602103 |
| GE | GE Aerospace | 1,192 | $359K | 0.0% | $300.82 | $195.73 | +53.5% | Com | 369604301 |
| PH | Parker Hannifin Corp | 470 | $356K | 0.0% | $758.15 | $417.42 | +81.2% | Com | 701094104 |
| CMI | Cummins Inc | 824 | $348K | 0.0% | $422.37 | $220.78 | +90.5% | Com | 231021106 |
| XEL | Xcel Energy Inc. | 4,312 | $348K | 0.0% | $80.65 | $58.86 | +36.0% | Com | 98389B100 |
| XLU | Utilities Select Sector SPDR E | 3,952 | $345K | 0.0% | $87.21 * | $39.12 | +11.5% | Com | 81369Y886 |
| UNH | UnitedHealth Group Inc | 984 | $340K | 0.0% | $345.30 | $251.70 | +36.3% | Com | 91324P102 |
| DIS | Walt Disney Company | 2,917 | $334K | 0.0% | $114.50 | $108.50 | +4.8% | Com | 254687106 |
| MS | Morgan Stanley | 2,084 | $331K | 0.0% | $158.96 | $120.50 | +31.1% | Com | 617446448 |
| GS | Goldman Sachs Group Inc | 411 | $327K | 0.0% | $796.35 | $590.71 | +34.1% | Com | 38141G104 |
| HWM | Howmet Aerospace Inc | 1,666 | $327K | 0.0% | $196.23 | $126.73 | +54.7% | Com | 443201108 |
| BMO | Bank Of Montreal ADR | 2,492 | $325K | 0.0% | $130.25 | $96.38 | +35.1% | Com | 063671101 |
| IXN | Ishares Tr Global Tech ETF | 3,143 | $324K | 0.0% | $103.21 | $62.89 | +64.1% | Com | 464287291 |
| AJG | Arthur J. Gallagher & Co | 1,037 | $321K | 0.0% | $309.74 | $158.13 | +95.4% | Com | 363576109 |
| ROK | Rockwell Automation Inc | 867 | $303K | 0.0% | $349.53 | $237.86 | +46.4% | Com | 773903109 |
| MRVL | Marvell Technology Group LTD | 3,136 | $264K | 0.0% | $84.07 | $62.28 | +34.8% | Com | 573874104 |
| FIS | Fidelity National Information | 3,963 | $261K | 0.0% | $65.94 | $66.74 | -1.8% | Com | 31620M106 |
| PAVE | Global X US Infr Dev ETF | 5,401 | $257K | 0.0% | $47.63 | $40.53 | +17.5% | Com | 37954Y673 |
| WWD | Woodward Inc | 1,000 | $253K | 0.0% | $252.71 | $203.79 | +23.8% | Com | 980745103 |
| HCA | Hca Healthcare Inc Com | 591 | $252K | 0.0% | $426.20 | $319.37 | +33.3% | Com | 40412C101 |
| STRT | STRATTEC Security Corporation | 3,598 | $245K | 0.0% | $68.06 | $46.21 | +47.3% | Com | 863111100 |
| T | AT&T Inc | 8,629 | $244K | 0.0% | $28.24 | $24.45 | +14.3% | Com | 00206R102 |
| GEV | GE Vernova Inc | 390 | $240K | 0.0% | $614.90 | $415.97 | +47.8% | Com | 36828A101 |
| NICE | Nice Ltd Sponsored ADR | 1,625 | $235K | 0.0% | $144.78 | $150.56 | -3.8% | Com | 653656108 |
| FELG | Fidelity Enhanced Large Cap ET | 5,700 | $234K | 0.0% | $41.12 | $33.39 | +23.2% | Com | 31609A305 |
| IVW | iShares S&P 500 Growth | 1,933 | $233K | 0.0% | $120.72 | $98.98 | +22.0% | Com | 464287309 |
| AMAT | Applied Materials Inc | 1,114 | $228K | 0.0% | $204.74 | $157.45 | +29.8% | Com | 038222105 |
| NKE | Nike Inc | 3,246 | $226K | 0.0% | $69.73 | $102.45 | -32.4% | Com | 654106103 |
| DGRW | Wisdomtree Tr US Qtly Div Grt | 2,543 | $226K | 0.0% | $88.96 | $80.10 | +11.1% | Com | 97717X669 |
| PYPL | Paypal Hldgs Inc | 3,309 | $222K | 0.0% | $67.06 | $130.40 | -48.7% | Com | 70450Y103 |
| PSX | Phillips 66 | 1,631 | $222K | 0.0% | $136.02 | $126.39 | +6.7% | Com | 718546104 |
| MCHP | Microchip Technology Inc | 3,362 | $216K | 0.0% | $64.22 | $53.89 | +18.1% | Com | 595017104 |
| MPC | Marathon Petroleum Corp | 1,116 | $215K | 0.0% | $192.74 | $174.47 | +9.9% | Com | 56585A102 |
| TMO | Thermo Fisher Scientific Inc | 442 | $214K | 0.0% | $485.02 | $566.44 | -14.4% | Com | 883556102 |
| INTC | Intel Corp | 6,337 | $213K | 0.0% | $33.55 | $21.88 | +53.3% | Com | 458140100 |
| PPL | PPL Corp | 5,553 | $206K | 0.0% | $37.16 | $35.43 | +4.0% | Com | 69351T106 |
| CRL | Charles River Labs Intl | 1,300 | $203K | 0.0% | $156.46 | $158.82 | -1.5% | Com | 159864107 |
| WFC | Wells Fargo & Co | 2,425 | $203K | 0.0% | $83.82 | $80.47 | +3.6% | Com | 949746101 |
| GILD | Gilead Sciences Inc | 1,806 | $200K | 0.0% | $111.00 | $112.28 | -1.8% | Com | 375558103 |
| ICLN | iShares Global Clean Energy ET | 11,001 | $170K | 0.0% | $15.48 | $13.69 | +13.1% | Com | 464288224 |
| UA | Under Armour Inc | 10,000 | $48,300 | 0.0% | $4.83 | $5.59 | -13.6% | Com | 904311206 |
| GPRO | Gopro Inc | 10,000 | $21,200 | 0.0% | $2.12 | $1.49 | +42.6% | Com | 38268T103 |