CIK: 0001914644 · Show all filings
Period: Q2 2025 (← Previous) (Next →)
Filing Date: Jul 25, 2025
Total Value ($000): $353,242 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| JMTG | J P MORGAN EXCHANGE TRADED F | 720,573 | $36,166 | 10.2% | $50.19 | — | MORTGAGE BACKED | 46654Q575 |
| MSFT | MICROSOFT CORP | 38,498 | $19,149 | 5.4% | $314.52 | +37.5% | COM | 594918104 |
| AAPL | APPLE INC | 90,161 | $18,498 | 5.2% | $156.60 | +28.6% | COM | 037833100 |
| NVDA | NVIDIA CORPORATION | 91,468 | $14,451 | 4.1% | $92.32 | +36.3% | COM | 67066G104 |
| ORCL | ORACLE CORP | 44,431 | $9,714 | 2.7% | $89.37 | +79.9% | COM | 68389X105 |
| JPM | JPMORGAN CHASE & CO. | 32,844 | $9,522 | 2.7% | $147.07 | +71.8% | COM | 46625H100 |
| GOOG | ALPHABET INC | 40,006 | $7,097 | 2.0% | $112.32 | +46.8% | CAP STK CL C | 02079K107 |
| TJX | TJX COS INC NEW | 55,012 | $6,793 | 1.9% | $65.78 | +91.4% | COM | 872540109 |
| ABBV | ABBVIE INC | 33,729 | $6,261 | 1.8% | $104.63 | +74.6% | COM | 00287Y109 |
| BX | BLACKSTONE INC | 35,601 | $5,325 | 1.5% | $114.60 | +17.9% | COM | 09260D107 |
| HD | HOME DEPOT INC | 14,488 | $5,312 | 1.5% | $341.02 | +4.4% | COM | 437076102 |
| AXP | AMERICAN EXPRESS CO | 16,374 | $5,223 | 1.5% | $162.52 | +71.9% | COM | 025816109 |
| PG | PROCTER AND GAMBLE CO | 32,361 | $5,156 | 1.5% | $135.40 | +18.7% | COM | 742718109 |
| COR | CENCORA INC | 17,162 | $5,146 | 1.5% | $125.61 | +128.3% | COM | 03073E105 |
| XOM | EXXON MOBIL CORP | 46,825 | $5,048 | 1.4% | $73.30 | +42.6% | COM | 30231G102 |
| SPMD | SPDR SERIES TRUST | 92,346 | $5,022 | 1.4% | $50.75 | — | PORTFOLIO S&P400 | 78464A847 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 10,265 | $4,986 | 1.4% | $308.92 | +64.4% | CL B NEW | 084670702 |
| IBM | INTERNATIONAL BUSINESS MACHS | 16,908 | $4,984 | 1.4% | $165.53 | +53.3% | COM | 459200101 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 123,862 | $4,891 | 1.4% | $30.57 | — | SHS CREATION UNI | 14020W106 |
| ABT | ABBOTT LABS | 35,634 | $4,847 | 1.4% | $115.82 | +12.8% | COM | 002824100 |
| ROK | ROCKWELL AUTOMATION INC | 13,744 | $4,565 | 1.3% | $304.68 | -7.4% | COM | 773903109 |
| VZ | VERIZON COMMUNICATIONS INC | 105,344 | $4,558 | 1.3% | $38.92 | +7.5% | COM | 92343V104 |
| VOO | VANGUARD INDEX FDS | 6,916 | $3,929 | 1.1% | $452.10 | — | S&P 500 ETF SHS | 922908363 |
| ADP | AUTOMATIC DATA PROCESSING IN | 12,736 | $3,928 | 1.1% | $208.94 | +44.7% | COM | 053015103 |
| CSCO | CISCO SYS INC | 56,515 | $3,921 | 1.1% | $55.51 | +8.8% | COM | 17275R102 |
| CVX | CHEVRON CORP NEW | 27,251 | $3,902 | 1.1% | $100.00 | +37.0% | COM | 166764100 |
| AMT | AMERICAN TOWER CORP NEW | 17,365 | $3,838 | 1.1% | $231.99 | -9.3% | COM | 03027X100 |
| HON | HONEYWELL INTL INC | 15,616 | $3,637 | 1.0% | $184.35 | +8.3% | COM | 438516106 |
| D | DOMINION ENERGY INC | 63,069 | $3,565 | 1.0% | $56.93 | -6.6% | COM | 25746U109 |
| UGI | UGI CORP NEW | 96,088 | $3,500 | 1.0% | $44.24 | -22.2% | COM | 902681105 |
| PEP | PEPSICO INC | 26,285 | $3,471 | 1.0% | $145.95 | -10.2% | COM | 713448108 |
| ETN | EATON CORP PLC | 8,947 | $3,194 | 0.9% | $146.33 | +109.6% | SHS | G29183103 |
| AMAT | APPLIED MATLS INC | 17,365 | $3,179 | 0.9% | $186.14 | -15.4% | COM | 038222105 |
| DIS | DISNEY WALT CO | 25,611 | $3,176 | 0.9% | $142.10 | -27.7% | COM | 254687106 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 90,618 | $2,897 | 0.8% | $30.00 | — | SHS CREATION UNI | 14020X104 |
| MDYG | SPDR SERIES TRUST | 29,689 | $2,579 | 0.7% | $83.86 | — | S&P 400 MDCP GRW | 78464A821 |
| AVY | AVERY DENNISON CORP | 13,341 | $2,341 | 0.7% | $198.46 | -13.0% | COM | 053611109 |
| MDYV | SPDR SERIES TRUST | 29,109 | $2,312 | 0.7% | $76.96 | — | S&P 400 MDCP VAL | 78464A839 |
| SPY | SPDR S&P 500 ETF TR | 3,706 | $2,290 | 0.6% | $475.82 | — | TR UNIT | 78462F103 |
| PNC | PNC FINL SVCS GROUP INC | 12,198 | $2,274 | 0.6% | $146.40 | +13.4% | COM | 693475105 |
| KHC | KRAFT HEINZ CO | 88,026 | $2,273 | 0.6% | $32.54 | -18.1% | COM | 500754106 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 81,067 | $2,199 | 0.6% | $24.00 | — | SHS CREATION UNI | 14019W109 |
| CGIE | CAPITAL GROUP INTERNATIONAL | 64,792 | $2,133 | 0.6% | $32.92 | — | SHS | 14021M107 |
| AMZN | AMAZON COM INC | 9,711 | $2,130 | 0.6% | $139.12 | +42.2% | COM | 023135106 |
| SPSM | SPDR SERIES TRUST | 48,415 | $2,062 | 0.6% | $41.35 | — | PORTFOLIO S&P600 | 78468R853 |
| PFE | PFIZER INC | 84,256 | $2,042 | 0.6% | $38.01 | -41.2% | COM | 717081103 |
| GOOGL | ALPHABET INC | 11,303 | $1,992 | 0.6% | $119.70 | +36.4% | CAP STK CL A | 02079K305 |
| SBUX | STARBUCKS CORP | 21,610 | $1,980 | 0.6% | $84.81 | +0.4% | COM | 855244109 |
| USB | US BANCORP DEL | 42,110 | $1,905 | 0.5% | $47.61 | -14.4% | COM NEW | 902973304 |
| CGGR | CAPITAL GROUP GROWTH ETF | 46,520 | $1,891 | 0.5% | $32.84 | — | SHS CREATION UNI | 14020G101 |
| PYPL | PAYPAL HLDGS INC | 24,128 | $1,793 | 0.5% | $191.44 | -64.3% | COM | 70450Y103 |
| LLY | ELI LILLY & CO | 2,278 | $1,776 | 0.5% | $392.36 | +97.1% | COM | 532457108 |
| WMT | WALMART INC | 17,700 | $1,731 | 0.5% | $53.19 | +78.2% | COM | 931142103 |
| V | VISA INC | 4,804 | $1,706 | 0.5% | $214.51 | +61.8% | COM CL A | 92826C839 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 2 | $1,458 | 0.4% | $431815.88 | +76.4% | CL A | 084670108 |
| SPDW | SPDR INDEX SHS FDS | 35,390 | $1,433 | 0.4% | $35.22 | — | PORTFOLIO DEVLPD | 78463X889 |
| RJF | RAYMOND JAMES FINL INC | 9,095 | $1,395 | 0.4% | $103.33 | +37.3% | COM | 754730109 |
| JNJ | JOHNSON & JOHNSON | 9,081 | $1,387 | 0.4% | $146.23 | +3.2% | COM | 478160104 |
| JGRO | J P MORGAN EXCHANGE TRADED F | 15,913 | $1,370 | 0.4% | $86.07 | — | ACTIVE GROWTH | 46654Q609 |
| BDX | BECTON DICKINSON & CO | 7,906 | $1,362 | 0.4% | $226.00 | -20.1% | COM | 075887109 |
| VTI | VANGUARD INDEX FDS | 4,385 | $1,333 | 0.4% | $224.07 | — | TOTAL STK MKT | 922908769 |
| IWR | ISHARES TR | 14,278 | $1,313 | 0.4% | $81.54 | — | RUS MID CAP ETF | 464287499 |
| FNB | F N B CORP | 88,882 | $1,296 | 0.4% | $10.78 | +22.9% | COM | 302520101 |
| FIGB | FIDELITY MERRIMACK STR TR | 28,817 | $1,245 | 0.4% | $42.51 | — | INVESTMENT GR BD | 316188606 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 47,071 | $1,238 | 0.4% | $25.81 | — | CORE BOND ETF | 14020Y508 |
| SLYV | SPDR SERIES TRUST | 14,857 | $1,185 | 0.3% | $82.18 | — | S&P 600 SMCP VAL | 78464A300 |
| IVV | ISHARES TR | 1,893 | $1,175 | 0.3% | $484.59 | — | CORE S&P500 ETF | 464287200 |
| PM | PHILIP MORRIS INTL INC | 6,382 | $1,162 | 0.3% | $79.46 | +110.6% | COM | 718172109 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 2,002 | $1,134 | 0.3% | $516.76 | — | UTSER1 S&PDCRP | 78467Y107 |
| SPYG | SPDR SERIES TRUST | 11,690 | $1,114 | 0.3% | $73.35 | — | PRTFLO S&P500 GW | 78464A409 |
| MCD | MCDONALDS CORP | 3,705 | $1,082 | 0.3% | $236.68 | +28.2% | COM | 580135101 |
| TDVG | T ROWE PRICE ETF INC | 24,547 | $1,040 | 0.3% | $41.50 | — | PRICE DIV GRWT | 87283Q404 |
| MRK | MERCK & CO INC | 12,832 | $1,016 | 0.3% | $84.30 | -8.2% | COM | 58933Y105 |
| PPG | PPG INDS INC | 8,848 | $1,006 | 0.3% | $136.73 | -22.2% | COM | 693506107 |
| SYK | STRYKER CORPORATION | 2,362 | $934 | 0.3% | $251.57 | +47.7% | COM | 863667101 |
| T | AT&T INC | 31,977 | $925 | 0.3% | $16.15 | +67.0% | COM | 00206R102 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 24,482 | $904 | 0.3% | $26.66 | — | SHS CREATION UNI | 14020V108 |
| CAT | CATERPILLAR INC | 2,313 | $898 | 0.3% | $209.29 | +58.1% | COM | 149123101 |
| META | META PLATFORMS INC | 1,196 | $883 | 0.2% | $424.83 | +45.1% | CL A | 30303M102 |
| QQQ | INVESCO QQQ TR | 1,499 | $827 | 0.2% | $355.11 | — | UNIT SER 1 | 46090E103 |
| MO | ALTRIA GROUP INC | 13,844 | $812 | 0.2% | $34.78 | +60.8% | COM | 02209S103 |
| COST | COSTCO WHSL CORP NEW | 811 | $803 | 0.2% | $576.51 | +71.8% | COM | 22160K105 |
| FEGE | RBB FUND TRUST | 19,341 | $781 | 0.2% | $40.37 | — | FIRST EAGLE GBL | 75526L886 |
| WM | WASTE MGMT INC DEL | 3,370 | $771 | 0.2% | $162.11 | +41.6% | COM | 94106L109 |
| IWM | ISHARES TR | 3,570 | $770 | 0.2% | $212.35 | — | RUSSELL 2000 ETF | 464287655 |
| VEU | VANGUARD INTL EQUITY INDEX F | 10,942 | $736 | 0.2% | $54.05 | — | ALLWRLD EX US | 922042775 |
| GE | GE AEROSPACE | 2,806 | $722 | 0.2% | $113.73 | +92.2% | COM NEW | 369604301 |
| NFLX | NETFLIX INC | 536 | $718 | 0.2% | $38.16 | +196.3% | COM | 64110L106 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3,159 | $715 | 0.2% | $121.68 | — | SPONSORED ADS | 874039100 |
| DE | DEERE & CO | 1,398 | $711 | 0.2% | $358.39 | +35.2% | COM | 244199105 |
| JPRE | J P MORGAN EXCHANGE TRADED F | 14,641 | $697 | 0.2% | $45.90 | — | REALTY INCOME ET | 46641Q126 |
| MRSH | MARSH & MCLENNAN COS INC | 3,135 | $685 | 0.2% | $156.21 | +42.9% | COM | 571748102 |
| SLYG | SPDR SERIES TRUST | 7,460 | $662 | 0.2% | $89.00 | — | S&P 600 SMCP GRW | 78464A201 |
| JCPI | J P MORGAN EXCHANGE TRADED F | 13,161 | $635 | 0.2% | $47.33 | — | INFLATION MANAGE | 46654Q104 |
| TSLA | TESLA INC | 1,959 | $622 | 0.2% | $201.67 | +49.4% | COM | 88160R101 |
| MPC | MARATHON PETE CORP | 3,742 | $622 | 0.2% | $143.47 | +3.1% | COM | 56585A102 |
| LMT | LOCKHEED MARTIN CORP | 1,317 | $610 | 0.2% | $380.20 | +20.7% | COM | 539830109 |
| KMB | KIMBERLY-CLARK CORP | 4,684 | $604 | 0.2% | $115.97 | +13.6% | COM | 494368103 |
| DUK | DUKE ENERGY CORP NEW | 5,104 | $602 | 0.2% | $87.11 | +32.5% | COM NEW | 26441C204 |
| UNP | UNION PAC CORP | 2,575 | $592 | 0.2% | $215.25 | +1.5% | COM | 907818108 |
| WINN | HARBOR ETF TRUST | 20,146 | $587 | 0.2% | $23.89 | — | LONG TERM GROWER | 41151J406 |
| JDVI | JOHN HANCOCK EXCHANGE TRADED | 17,902 | $573 | 0.2% | $32.00 | — | DISCIPLINED VAL | 47804J727 |
| SO | SOUTHERN CO | 6,227 | $572 | 0.2% | $61.48 | +43.1% | COM | 842587107 |
| CCI | CROWN CASTLE INC | 5,482 | $563 | 0.2% | $141.81 | -30.9% | COM | 22822V101 |
| BK | BANK NEW YORK MELLON CORP | 5,937 | $541 | 0.2% | $64.24 | +30.7% | COM | 064058100 |
| VLO | VALERO ENERGY CORP | 3,995 | $537 | 0.2% | $71.84 | +70.2% | COM | 91913Y100 |
| IJH | ISHARES TR | 8,561 | $531 | 0.2% | $100.09 | — | CORE S&P MCP ETF | 464287507 |
| RTX | RTX CORPORATION | 3,548 | $518 | 0.1% | $80.83 | +63.0% | COM | 75513E101 |
| MMM | 3M CO | 3,323 | $506 | 0.1% | $114.23 | +23.6% | COM | 88579Y101 |
| WAB | WABTEC | 2,362 | $495 | 0.1% | $190.90 | +0.4% | COM | 929740108 |
| BMY | BRISTOL-MYERS SQUIBB CO | 10,595 | $490 | 0.1% | $49.81 | -5.2% | COM | 110122108 |
| JGRW | TRUST FOR PROFESSIONAL MANAG | 18,087 | $480 | 0.1% | $26.51 | — | JENSEN QUALITY | 89834G562 |
| AMGN | AMGEN INC | 1,677 | $468 | 0.1% | $187.68 | +48.0% | COM | 031162100 |
| NEE | NEXTERA ENERGY INC | 6,578 | $457 | 0.1% | $67.84 | +0.4% | COM | 65339F101 |
| JAVA | J P MORGAN EXCHANGE TRADED F | 6,949 | $455 | 0.1% | $65.50 | — | ACTIVE VALUE ETF | 46641Q167 |
| SHEL | SHELL PLC | 6,262 | $441 | 0.1% | $55.67 | — | SPON ADS | 780259305 |
| CMCSA | COMCAST CORP NEW | 12,005 | $428 | 0.1% | $44.16 | -23.2% | CL A | 20030N101 |
| GPC | GENUINE PARTS CO | 3,489 | $423 | 0.1% | $117.94 | -0.1% | COM | 372460105 |
| DFAS | DIMENSIONAL ETF TRUST | 6,573 | $419 | 0.1% | $58.70 | — | US SMALL CAP ETF | 25434V500 |
| COP | CONOCOPHILLIPS | 4,653 | $418 | 0.1% | $97.82 | -10.0% | COM | 20825C104 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | 17,462 | $411 | 0.1% | $23.64 | — | BULSHS 2026 MUNI | 46138J510 |
| PPL | PPL CORP | 12,104 | $410 | 0.1% | $25.00 | +36.2% | COM | 69351T106 |
| DOV | DOVER CORP | 2,229 | $408 | 0.1% | $159.23 | +8.5% | COM | 260003108 |
| KO | COCA COLA CO | 5,739 | $406 | 0.1% | $51.30 | +36.0% | COM | 191216100 |
| FCF | FIRST COMWLTH FINL CORP PA | 24,847 | $403 | 0.1% | $13.47 | +11.4% | COM | 319829107 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | 17,119 | $402 | 0.1% | $23.77 | — | BULSHS 2027 MUNI | 46138J494 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | 17,142 | $398 | 0.1% | $23.60 | — | BULSHS 2028 MUNI | 46138J486 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | 17,465 | $397 | 0.1% | $22.93 | — | BULSHS 2029 MUNI | 46138J478 |
| NUE | NUCOR CORP | 3,045 | $394 | 0.1% | $107.22 | +7.7% | COM | 670346105 |
| SCHB | SCHWAB STRATEGIC TR | 15,972 | $381 | 0.1% | $30.07 | — | US BRD MKT ETF | 808524102 |
| EQT | EQT CORP | 6,475 | $378 | 0.1% | $42.55 | +25.9% | COM | 26884L109 |
| FLMI | FRANKLIN TEMPLETON ETF TR | 15,302 | $371 | 0.1% | $23.36 | — | FRANKLIN DYN MUN | 35473P868 |
| SPYV | SPDR SERIES TRUST | 7,006 | $367 | 0.1% | $47.93 | — | PRTFLO S&P500 VL | 78464A508 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 13,674 | $365 | 0.1% | $26.68 | — | MUNICIPAL INCOME | 14020Y201 |
| BA | BOEING CO | 1,733 | $363 | 0.1% | $209.04 | -9.6% | COM | 097023105 |
| WFC | WELLS FARGO CO NEW | 4,419 | $354 | 0.1% | $41.39 | +71.9% | COM | 949746101 |
| BSSX | INVESCO EXCH TRD SLF IDX FD | 13,937 | $349 | 0.1% | $26.17 | — | INVESCO BULLETSH | 46139W791 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | 14,220 | $348 | 0.1% | $25.56 | — | BULLETSHS 32 MUN | 46139W833 |
| INTC | INTEL CORP | 15,362 | $344 | 0.1% | $45.91 | -54.9% | COM | 458140100 |
| NSC | NORFOLK SOUTHN CORP | 1,333 | $341 | 0.1% | $210.38 | +10.8% | COM | 655844108 |
| GD | GENERAL DYNAMICS CORP | 1,156 | $337 | 0.1% | $223.50 | +21.9% | COM | 369550108 |
| — | ANSYS INC | 950 | $334 | 0.1% | $401.05 | — | COM | 03662Q105 |
| GILD | GILEAD SCIENCES INC | 2,954 | $328 | 0.1% | $69.97 | +49.2% | COM | 375558103 |
| WSBC | WESBANCO INC | 9,950 | $315 | 0.1% | $34.01 | -11.1% | COM | 950810101 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | 13,132 | $313 | 0.1% | $24.01 | — | NYLI MACKAY MUN | 45409F827 |
| CEG | CONSTELLATION ENERGY CORP | 969 | $313 | 0.1% | $263.84 | 0.0% | COM | 21037T109 |
| VTEB | VANGUARD MUN BD FDS | 6,334 | $311 | 0.1% | $50.13 | — | TAX EXEMPT BD | 922907746 |
| UNH | UNITEDHEALTH GROUP INC | 995 | $310 | 0.1% | $434.10 | -13.6% | COM | 91324P102 |
| FITB | FIFTH THIRD BANCORP | 7,525 | $310 | 0.1% | $35.20 | +3.9% | COM | 316773100 |
| PSA | PUBLIC STORAGE OPER CO | 1,035 | $304 | 0.1% | $274.20 | +4.8% | COM | 74460D109 |
| CSX | CSX CORP | 8,969 | $293 | 0.1% | $31.22 | -4.6% | COM | 126408103 |
| LOW | LOWES COS INC | 1,294 | $287 | 0.1% | $202.52 | +8.9% | COM | 548661107 |
| LRCX | LAM RESEARCH CORP | 2,909 | $283 | 0.1% | $74.98 | +5.2% | COM NEW | 512807306 |
| HWM | HOWMET AEROSPACE INC | 1,494 | $278 | 0.1% | $153.62 | 0.0% | COM | 443201108 |
| PNR | PENTAIR PLC | 2,682 | $275 | 0.1% | $74.57 | +24.6% | SHS | G7S00T104 |
| PSLV | SPROTT PHYSICAL SILVER TR | 22,150 | $271 | 0.1% | $8.04 | — | TR UNIT | 85207K107 |
| GEV | GE VERNOVA INC | 511 | $270 | 0.1% | $415.97 | 0.0% | COM | 36828A101 |
| OKE | ONEOK INC NEW | 3,270 | $267 | 0.1% | $71.94 | +12.1% | COM | 682680103 |
| PANW | PALO ALTO NETWORKS INC | 1,299 | $266 | 0.1% | $170.70 | +8.8% | COM | 697435105 |
| ADM | ARCHER DANIELS MIDLAND CO | 4,837 | $255 | 0.1% | $58.37 | -18.5% | COM | 039483102 |
| MA | MASTERCARD INCORPORATED | 454 | $255 | 0.1% | $452.95 | +21.8% | CL A | 57636Q104 |
| IP | INTERNATIONAL PAPER CO | 5,441 | $255 | 0.1% | $41.39 | +11.1% | COM | 460146103 |
| TROW | PRICE T ROWE GROUP INC | 2,577 | $249 | 0.1% | $102.33 | -13.4% | COM | 74144T108 |
| PLTR | PALANTIR TECHNOLOGIES INC | 1,816 | $248 | 0.1% | $117.28 | 0.0% | CL A | 69608A108 |
| EFA | ISHARES TR | 2,765 | $247 | 0.1% | $76.44 | — | MSCI EAFE ETF | 464287465 |
| IWF | ISHARES TR | 574 | $244 | 0.1% | $424.58 | — | RUS 1000 GRW ETF | 464287614 |
| EMR | EMERSON ELEC CO | 1,809 | $241 | 0.1% | $113.54 | 0.0% | COM | 291011104 |
| TMO | THERMO FISHER SCIENTIFIC INC | 588 | $238 | 0.1% | $476.96 | -12.6% | COM | 883556102 |
| EXC | EXELON CORP | 5,467 | $237 | 0.1% | $40.50 | +7.6% | COM | 30161N101 |
| COIN | COINBASE GLOBAL INC | 669 | $234 | 0.1% | $233.78 | 0.0% | COM CL A | 19260Q107 |
| CB | CHUBB LIMITED | 791 | $229 | 0.1% | $271.60 | +5.7% | COM | H1467J104 |
| ORI | OLD REP INTL CORP | 5,913 | $227 | 0.1% | $28.98 | +20.4% | COM | 680223104 |
| BCPC | BALCHEM CORP | 1,425 | $227 | 0.1% | $125.74 | +28.2% | COM | 057665200 |
| GIS | GENERAL MLS INC | 4,378 | $227 | 0.1% | $56.33 | -4.5% | COM | 370334104 |
| BAC | BANK AMERICA CORP | 4,791 | $227 | 0.1% | $41.45 | 0.0% | COM | 060505104 |
| MDLZ | MONDELEZ INTL INC | 3,355 | $226 | 0.1% | $68.34 | -4.7% | CL A | 609207105 |
| FDX | FEDEX CORP | 992 | $225 | 0.1% | $194.50 | +10.7% | COM | 31428X106 |
| KLAC | KLA CORP | 251 | $225 | 0.1% | $748.55 | 0.0% | COM NEW | 482480100 |
| UPS | UNITED PARCEL SERVICE INC | 2,227 | $225 | 0.1% | $155.46 | -39.5% | CL B | 911312106 |
| NKE | NIKE INC | 3,140 | $223 | 0.1% | $59.08 | 0.0% | CL B | 654106103 |
| NVO | NOVO-NORDISK A S | 3,200 | $221 | 0.1% | $102.27 | — | ADR | 670100205 |
| VEA | VANGUARD TAX-MANAGED FDS | 3,860 | $220 | 0.1% | $57.01 | — | VAN FTSE DEV MKT | 921943858 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 11,600 | $217 | 0.1% | $18.70 | — | BULETSHS 2029 | 46138J577 |
| — | INVESCO EXCH TRD SLF IDX FD | 8,813 | $216 | 0.1% | $24.51 | — | BULSHS 2025 MUNI | 46138J528 |
| CAH | CARDINAL HEALTH INC | 1,287 | $216 | 0.1% | $147.12 | 0.0% | COM | 14149Y108 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 10,480 | $215 | 0.1% | $20.13 | — | INVSCO BLSH 28 | 46138J643 |
| QCOM | QUALCOMM INC | 1,348 | $215 | 0.1% | $149.39 | -2.9% | COM | 747525103 |
| GLD | SPDR GOLD TR | 693 | $211 | 0.1% | $304.83 | — | GOLD SHS | 78463V107 |
| ED | CONSOLIDATED EDISON INC | 2,075 | $208 | 0.1% | $95.50 | +8.6% | COM | 209115104 |
| IBIT | ISHARES BITCOIN TRUST ETF | 3,375 | $207 | 0.1% | $61.21 | — | SHS BEN INT | 46438F101 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 12,125 | $203 | 0.1% | $16.37 | — | INVSCO 30 CORP | 46138J460 |
| SBSI | SOUTHSIDE BANCSHARES INC | 6,870 | $202 | 0.1% | $28.34 | 0.0% | COM | 84470P109 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | 10,600 | $175 | 0.0% | $16.53 | — | BULETSHS 2031 CP | 46138J429 |
| OGN | ORGANON & CO | 15,034 | $146 | 0.0% | $15.77 | -35.0% | COMMON STOCK | 68622V106 |