CIK: 0001666733 · Show all filings
Period: Q2 2025 (← Previous) (Next →)
Filing Date: Sep 19, 2025
Total Value ($000): $634,324 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| ODFL | OLD DOMINION FREIGHT LINE IN | 398,740 | $64,716 | 10.2% | $145.44 | +9.1% | COM | 679580100 |
| AAPL | APPLE INC | 131,262 | $26,931 | 4.2% | $117.97 | +70.7% | COM | 037833100 |
| MSFT | MICROSOFT CORP | 52,696 | $26,211 | 4.1% | $236.51 | +82.8% | COM | 594918104 |
| LQD | ISHARES TR | 174,338 | $19,109 | 3.0% | $109.10 | — | IBOXX INV CP ETF | 464287242 |
| PM | PHILIP MORRIS INTL INC | 98,584 | $17,956 | 2.8% | $73.78 | +126.9% | COM | 718172109 |
| AVGO | BROADCOM INC | 59,350 | $16,360 | 2.6% | $146.18 | +47.7% | COM | 11135F101 |
| IEI | ISHARES TR | 129,881 | $15,468 | 2.4% | $116.16 | — | 3 7 YR TREAS BD | 464288661 |
| IVV | ISHARES TR | 24,768 | $15,378 | 2.4% | $382.25 | — | CORE S&P500 ETF | 464287200 |
| TOTL | SSGA ACTIVE ETF TR | 356,460 | $14,298 | 2.3% | $41.57 | — | SPDR TR TACTIC | 78467V848 |
| MO | ALTRIA GROUP INC | 230,983 | $13,543 | 2.1% | $36.28 | +54.2% | COM | 02209S103 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 27,691 | $13,452 | 2.1% | $263.97 | +92.4% | CL B NEW | 084670702 |
| BX | BLACKSTONE INC | 89,271 | $13,353 | 2.1% | $64.64 | +109.0% | COM | 09260D107 |
| NVDA | NVIDIA CORPORATION | 83,631 | $13,213 | 2.1% | $93.45 | +34.6% | COM | 67066G104 |
| JPM | JPMORGAN CHASE & CO. | 45,573 | $13,212 | 2.1% | $105.71 | +139.0% | COM | 46625H100 |
| WMT | WALMART INC | 113,156 | $11,064 | 1.7% | $53.40 | +77.5% | COM | 931142103 |
| GOOGL | ALPHABET INC | 55,922 | $9,855 | 1.6% | $114.07 | +43.1% | CAP STK CL A | 02079K305 |
| AMZN | AMAZON COM INC | 43,714 | $9,590 | 1.5% | $130.10 | +52.1% | COM | 023135106 |
| OEF | ISHARES TR | 29,569 | $8,999 | 1.4% | $125.99 | — | S&P 100 ETF | 464287101 |
| PANW | PALO ALTO NETWORKS INC | 41,901 | $8,575 | 1.4% | $135.16 | +37.4% | COM | 697435105 |
| FERG | FERGUSON ENTERPRISES INC | 37,568 | $8,181 | 1.3% | $197.09 | -7.6% | COMMON STOCK NEW | 31488V107 |
| IJR | ISHARES TR | 73,186 | $7,998 | 1.3% | $105.37 | — | CORE S&P SCP ETF | 464287804 |
| QCOM | QUALCOMM INC | 49,030 | $7,809 | 1.2% | $157.92 | -8.2% | COM | 747525103 |
| IJH | ISHARES TR | 125,774 | $7,801 | 1.2% | $83.74 | — | CORE S&P MCP ETF | 464287507 |
| VOO | VANGUARD INDEX FDS | 13,532 | $7,686 | 1.2% | $357.44 | — | S&P 500 ETF SHS | 922908363 |
| JNJ | JOHNSON & JOHNSON | 49,733 | $7,597 | 1.2% | $128.43 | +17.4% | COM | 478160104 |
| INTU | INTUIT | 9,546 | $7,519 | 1.2% | $385.07 | +75.2% | COM | 461202103 |
| V | VISA INC | 20,930 | $7,431 | 1.2% | $192.48 | +80.3% | COM CL A | 92826C839 |
| XOM | EXXON MOBIL CORP | 66,249 | $7,142 | 1.1% | $96.01 | +8.9% | COM | 30231G102 |
| T | AT&T INC | 246,038 | $7,120 | 1.1% | $24.42 | +10.4% | COM | 00206R102 |
| D | DOMINION ENERGY INC | 119,736 | $6,767 | 1.1% | $53.70 | -1.0% | COM | 25746U109 |
| AMT | AMERICAN TOWER CORP NEW | 29,866 | $6,601 | 1.0% | $189.92 | +10.8% | COM | 03027X100 |
| O | REALTY INCOME CORP | 114,516 | $6,597 | 1.0% | $49.95 | +9.0% | COM | 756109104 |
| IWF | ISHARES TR | 15,135 | $6,426 | 1.0% | $105.23 | — | RUS 1000 GRW ETF | 464287614 |
| HD | HOME DEPOT INC | 17,464 | $6,403 | 1.0% | $308.88 | +15.2% | COM | 437076102 |
| ASML | ASML HOLDING N V | 7,857 | $6,296 | 1.0% | $630.89 | — | N Y REGISTRY SHS | N07059210 |
| AMGN | AMGEN INC | 21,628 | $6,039 | 1.0% | $286.65 | -3.1% | COM | 031162100 |
| CRH | CRH PLC | 65,332 | $5,997 | 0.9% | $79.43 | +14.6% | ORD | G25508105 |
| KKR | KKR & CO INC | 42,385 | $5,638 | 0.9% | $116.65 | 0.0% | COM | 48251W104 |
| OMC | OMNICOM GROUP INC | 78,003 | $5,612 | 0.9% | $79.75 | -9.8% | COM | 681919106 |
| SRLN | SSGA ACTIVE ETF TR | 133,558 | $5,555 | 0.9% | $43.16 | — | BLACKSTONE SENR | 78467V608 |
| WSO | WATSCO INC | 12,236 | $5,404 | 0.9% | $463.89 | 0.0% | COM | 942622200 |
| DVN | DEVON ENERGY CORP NEW | 168,320 | $5,354 | 0.8% | $43.93 | -28.9% | COM | 25179M103 |
| QQQ | INVESCO QQQ TR | 9,246 | $5,101 | 0.8% | $404.31 | — | UNIT SER 1 | 46090E103 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 92,046 | $5,088 | 0.8% | $30.02 | +75.1% | CL A LMT VTG SHS | 113004105 |
| ORLY | OREILLY AUTOMOTIVE INC | 54,590 | $4,920 | 0.8% | $88.52 | +3.0% | COM | 67103H107 |
| BABA | ALIBABA GROUP HLDG LTD | 40,901 | $4,639 | 0.7% | $131.47 | — | SPONSORED ADS | 01609W102 |
| KNSL | KINSALE CAP GROUP INC | 9,385 | $4,541 | 0.7% | $450.89 | +3.3% | COM | 49714P108 |
| ISRG | INTUITIVE SURGICAL INC | 8,066 | $4,383 | 0.7% | $303.32 | +72.4% | COM NEW | 46120E602 |
| MLM | MARTIN MARIETTA MATLS INC | 7,659 | $4,205 | 0.7% | $526.61 | 0.0% | COM | 573284106 |
| GWW | GRAINGER W W INC | 3,763 | $3,914 | 0.6% | $709.19 | +45.7% | COM | 384802104 |
| NOW | SERVICENOW INC | 3,760 | $3,865 | 0.6% | $106.04 | +77.9% | COM | 81762P102 |
| NFLX | NETFLIX INC | 2,836 | $3,798 | 0.6% | $19.42 | +482.1% | COM | 64110L106 |
| CDNS | CADENCE DESIGN SYSTEM INC | 12,095 | $3,727 | 0.6% | $290.76 | 0.0% | COM | 127387108 |
| JNK | SPDR SERIES TRUST | 38,029 | $3,699 | 0.6% | $94.71 | — | BLOOMBERG HIGH Y | 78468R622 |
| AGG | ISHARES TR | 36,996 | $3,670 | 0.6% | $98.17 | — | CORE US AGGBD ET | 464287226 |
| IEF | ISHARES TR | 37,989 | $3,638 | 0.6% | $93.15 | — | 7-10 YR TRSY BD | 464287440 |
| DHR | DANAHER CORPORATION | 16,621 | $3,283 | 0.5% | $230.41 | -16.2% | COM | 235851102 |
| AOA | ISHARES TR | 37,462 | $3,124 | 0.5% | $53.85 | — | CORE 80/20 AGGRE | 464289859 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 4 | $2,915 | 0.5% | $729330.75 | +4.5% | CL A | 084670108 |
| SPY | SPDR S&P 500 ETF TR | 4,022 | $2,485 | 0.4% | $437.81 | — | TR UNIT | 78462F103 |
| VEA | VANGUARD TAX-MANAGED FDS | 43,091 | $2,457 | 0.4% | $43.78 | — | VAN FTSE DEV MKT | 921943858 |
| DBMF | LITMAN GREGORY FDS TR | 92,471 | $2,379 | 0.4% | $26.74 | — | IMGP DBI MANAGED | 53700T827 |
| VGSH | VANGUARD SCOTTSDALE FDS | 34,840 | $2,048 | 0.3% | $58.52 | — | SHORT TERM TREAS | 92206C102 |
| VB | VANGUARD INDEX FDS | 7,822 | $1,854 | 0.3% | $170.85 | — | SMALL CP ETF | 922908751 |
| COF | CAPITAL ONE FINL CORP | 8,330 | $1,772 | 0.3% | $86.94 | +112.9% | COM | 14040H105 |
| VNQI | VANGUARD INTL EQUITY INDEX F | 37,115 | $1,713 | 0.3% | $43.49 | — | GLB EX US ETF | 922042676 |
| AUB | ATLANTIC UN BANKSHARES CORP | 53,020 | $1,658 | 0.3% | $26.41 | +5.2% | COM | 04911A107 |
| BRNY | EA SERIES TRUST | 36,520 | $1,649 | 0.3% | $28.46 | — | BURNEY US FCTR | 02072L649 |
| KO | COCA COLA CO | 22,244 | $1,574 | 0.2% | $57.45 | +21.5% | COM | 191216100 |
| GLD | SPDR GOLD TR | 5,105 | $1,556 | 0.2% | $255.05 | — | GOLD SHS | 78463V107 |
| TQQQ | PROSHARES TR | 17,950 | $1,490 | 0.2% | $86.49 | — | ULTRAPRO QQQ | 74347X831 |
| GOOG | ALPHABET INC | 8,282 | $1,469 | 0.2% | $112.41 | +46.7% | CAP STK CL C | 02079K107 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 107,523 | $1,402 | 0.2% | $13.17 | — | OPTIMUM YIELD | 46090F100 |
| LLY | ELI LILLY & CO | 1,698 | $1,324 | 0.2% | $223.61 | +245.9% | COM | 532457108 |
| PNC | PNC FINL SVCS GROUP INC | 6,632 | $1,236 | 0.2% | $66.76 | +148.6% | COM | 693475105 |
| CVX | CHEVRON CORP NEW | 8,409 | $1,204 | 0.2% | $133.20 | +2.9% | COM | 166764100 |
| MA | MASTERCARD INCORPORATED | 2,086 | $1,172 | 0.2% | $246.64 | +123.6% | CL A | 57636Q104 |
| SDY | SPDR SERIES TRUST | 8,328 | $1,130 | 0.2% | $124.32 | — | S&P DIVID ETF | 78464A763 |
| GBIL | GOLDMAN SACHS ETF TR | 11,224 | $1,124 | 0.2% | $100.15 | — | ACCES TREASURY | 381430529 |
| CSCO | CISCO SYS INC | 15,017 | $1,042 | 0.2% | $32.11 | +88.1% | COM | 17275R102 |
| ABBV | ABBVIE INC | 5,579 | $1,036 | 0.2% | $125.80 | +45.2% | COM | 00287Y109 |
| MSTR | MICROSTRATEGY INC | 2,426 | $981 | 0.2% | $329.22 | +10.6% | CL A NEW | 594972408 |
| VUG | VANGUARD INDEX FDS | 2,236 | $980 | 0.2% | $369.50 | — | GROWTH ETF | 922908736 |
| NVO | NOVO-NORDISK A S | 12,717 | $878 | 0.1% | $77.35 | — | ADR | 670100205 |
| VIG | VANGUARD SPECIALIZED FUNDS | 4,283 | $877 | 0.1% | $158.17 | — | DIV APP ETF | 921908844 |
| COST | COSTCO WHSL CORP NEW | 880 | $871 | 0.1% | $583.23 | +69.9% | COM | 22160K105 |
| VBR | VANGUARD INDEX FDS | 4,429 | $864 | 0.1% | $150.50 | — | SM CP VAL ETF | 922908611 |
| IIIN | INSTEEL INDS INC | 23,084 | $859 | 0.1% | $27.72 | +16.3% | COM | 45774W108 |
| UDOW | PROSHARES TR | 8,980 | $848 | 0.1% | $84.63 | — | ULTRPRO DOW30 | 74347X823 |
| ELV | ELEVANCE HEALTH INC | 2,099 | $816 | 0.1% | $391.54 | +1.3% | COM | 036752103 |
| TSLA | TESLA INC | 2,485 | $789 | 0.1% | $247.14 | +21.9% | COM | 88160R101 |
| SPDW | SPDR INDEX SHS FDS | 19,397 | $785 | 0.1% | $30.10 | — | PORTFOLIO DEVLPD | 78463X889 |
| META | META PLATFORMS INC | 1,054 | $778 | 0.1% | $555.77 | +10.9% | CL A | 30303M102 |
| SPEM | SPDR INDEX SHS FDS | 17,378 | $743 | 0.1% | $38.43 | — | PORTFOLIO EMG MK | 78463X509 |
| ARCC | ARES CAPITAL CORP | 31,928 | $701 | 0.1% | $15.49 | +29.0% | COM | 04010L103 |
| TFC | TRUIST FINL CORP | 16,092 | $692 | 0.1% | $41.34 | -8.1% | COM | 89832Q109 |
| RTX | RTX CORPORATION | 4,482 | $654 | 0.1% | $74.02 | +78.0% | COM | 75513E101 |
| PLTR | PALANTIR TECHNOLOGIES INC | 4,572 | $623 | 0.1% | $31.90 | +267.6% | CL A | 69608A108 |
| CAT | CATERPILLAR INC | 1,600 | $621 | 0.1% | $240.70 | +37.5% | COM | 149123101 |
| VTI | VANGUARD INDEX FDS | 2,004 | $609 | 0.1% | $303.87 | — | TOTAL STK MKT | 922908769 |
| MDLZ | MONDELEZ INTL INC | 8,954 | $604 | 0.1% | $64.20 | +1.5% | CL A | 609207105 |
| AFL | AFLAC INC | 5,615 | $592 | 0.1% | $103.98 | -0.3% | COM | 001055102 |
| VEU | VANGUARD INTL EQUITY INDEX F | 8,754 | $588 | 0.1% | $58.12 | — | ALLWRLD EX US | 922042775 |
| NSC | NORFOLK SOUTHN CORP | 2,265 | $580 | 0.1% | $160.91 | +44.8% | COM | 655844108 |
| DD | DUPONT DE NEMOURS INC | 8,234 | $565 | 0.1% | $27.24 | +0.3% | COM | 26614N102 |
| GRAB | GRAB HOLDINGS LIMITED | 109,662 | $552 | 0.1% | $10.77 | -56.7% | CLASS A ORD | G4124C109 |
| VLO | VALERO ENERGY CORP | 4,094 | $550 | 0.1% | $60.52 | +102.1% | COM | 91913Y100 |
| IWM | ISHARES TR | 2,472 | $534 | 0.1% | $157.63 | — | RUSSELL 2000 ETF | 464287655 |
| XLK | SELECT SECTOR SPDR TR | 2,103 | $532 | 0.1% | $253.18 | — | TECHNOLOGY | 81369Y803 |
| IYW | ISHARES TR | 2,982 | $517 | 0.1% | $173.24 | — | U.S. TECH ETF | 464287721 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 905 | $513 | 0.1% | $518.00 | — | UTSER1 S&PDCRP | 78467Y107 |
| LMT | LOCKHEED MARTIN CORP | 1,080 | $500 | 0.1% | $362.03 | +26.8% | COM | 539830109 |
| PG | PROCTER AND GAMBLE CO | 3,106 | $495 | 0.1% | $123.45 | +30.2% | COM | 742718109 |
| IVW | ISHARES TR | 4,337 | $477 | 0.1% | $63.15 | — | S&P 500 GRWT ETF | 464287309 |
| VNQ | VANGUARD INDEX FDS | 5,183 | $462 | 0.1% | $86.14 | — | REAL ESTATE ETF | 922908553 |
| CSX | CSX CORP | 14,133 | $461 | 0.1% | $29.66 | +0.4% | COM | 126408103 |
| CTVA | CORTEVA INC | 6,077 | $453 | 0.1% | $35.45 | +86.6% | COM | 22052L104 |
| IEV | ISHARES TR | 7,139 | $452 | 0.1% | $51.01 | — | EUROPE ETF | 464287861 |
| EMXC | ISHARES INC | 7,136 | $451 | 0.1% | $55.16 | — | MSCI EMRG CHN | 46434G764 |
| UNH | UNITEDHEALTH GROUP INC | 1,407 | $439 | 0.1% | $450.75 | -16.8% | COM | 91324P102 |
| IGV | ISHARES TR | 3,935 | $431 | 0.1% | $124.15 | — | EXPANDED TECH | 464287515 |
| VGT | VANGUARD WORLD FD | 645 | $428 | 0.1% | $319.41 | — | INF TECH ETF | 92204A702 |
| — | BLACKROCK VA MUN BD TR | 41,000 | $426 | 0.1% | $10.84 | — | COM | 092481100 |
| ORCL | ORACLE CORP | 1,919 | $420 | 0.1% | $128.81 | +24.8% | COM | 68389X105 |
| NVS | NOVARTIS AG | 3,445 | $417 | 0.1% | $85.04 | — | SPONSORED ADR | 66987V109 |
| AMP | AMERIPRISE FINL INC | 758 | $405 | 0.1% | $302.58 | +62.0% | COM | 03076C106 |
| PFE | PFIZER INC | 16,571 | $402 | 0.1% | $24.71 | -9.6% | COM | 717081103 |
| IWD | ISHARES TR | 2,042 | $397 | 0.1% | $113.14 | — | RUS 1000 VAL ETF | 464287598 |
| COP | CONOCOPHILLIPS | 4,382 | $393 | 0.1% | $55.83 | +57.7% | COM | 20825C104 |
| NUE | NUCOR CORP | 3,010 | $390 | 0.1% | $103.45 | +11.7% | COM | 670346105 |
| MKL | MARKEL GROUP INC | 195 | $389 | 0.1% | $1706.94 | +9.9% | COM | 570535104 |
| CL | COLGATE PALMOLIVE CO | 4,247 | $386 | 0.1% | $70.46 | +27.8% | COM | 194162103 |
| GM | GENERAL MTRS CO | 7,539 | $371 | 0.1% | $33.39 | +41.0% | COM | 37045V100 |
| MCD | MCDONALDS CORP | 1,261 | $369 | 0.1% | $238.54 | +27.3% | COM | 580135101 |
| GS | GOLDMAN SACHS GROUP INC | 515 | $364 | 0.1% | $551.85 | +3.6% | COM | 38141G104 |
| VWO | VANGUARD INTL EQUITY INDEX F | 7,280 | $360 | 0.1% | $45.26 | — | FTSE EMR MKT ETF | 922042858 |
| LOW | LOWES COS INC | 1,621 | $360 | 0.1% | $217.47 | +1.5% | COM | 548661107 |
| IEFA | ISHARES TR | 4,252 | $355 | 0.1% | $83.47 | — | CORE MSCI EAFE | 46432F842 |
| — | CALAMOS STRATEGIC TOTAL RETU | 19,135 | $349 | 0.1% | $15.84 | — | COM SH BEN INT | 128125101 |
| SUI | SUN CMNTYS INC | 2,690 | $340 | 0.1% | $133.18 | — | COM | 866674104 |
| VYM | VANGUARD WHITEHALL FDS | 2,515 | $335 | 0.1% | $133.29 | — | HIGH DIV YLD | 921946406 |
| GSK | GSK PLC | 8,410 | $323 | 0.1% | $30.03 | — | SPONSORED ADR | 37733W204 |
| AHRT | ARMADA HOFFLER PPTYS INC | 46,326 | $318 | 0.1% | $12.99 | — | COM | 04208T108 |
| PSX | PHILLIPS 66 | 2,643 | $315 | 0.0% | $93.98 | +16.5% | COM | 718546104 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 9,843 | $313 | 0.0% | $31.80 | — | FT VEST LADDERED | 33740F755 |
| AOR | ISHARES TR | 5,064 | $312 | 0.0% | $47.00 | — | CORE 60/40 BALAN | 464289867 |
| IBIT | ISHARES BITCOIN TRUST ETF | 4,966 | $304 | 0.0% | $53.05 | — | SHS BEN INT | 46438F101 |
| NUBD | NUSHARES ETF TR | 13,607 | $303 | 0.0% | $21.95 | — | NUVEEN ESG US | 67092P870 |
| VV | VANGUARD INDEX FDS | 1,043 | $298 | 0.0% | $285.30 | — | LARGE CAP ETF | 922908637 |
| SCHW | SCHWAB CHARLES CORP | 3,254 | $297 | 0.0% | $83.15 | 0.0% | COM | 808513105 |
| AEP | AMERICAN ELEC PWR CO INC | 2,860 | $297 | 0.0% | $98.44 | +3.6% | COM | 025537101 |
| BNDX | VANGUARD CHARLOTTE FDS | 5,977 | $296 | 0.0% | $49.51 | — | TOTAL INT BD ETF | 92203J407 |
| UBSI | UNITED BANKSHARES INC WEST V | 8,081 | $294 | 0.0% | $36.09 | -2.7% | COM | 909907107 |
| EPD | ENTERPRISE PRODS PARTNERS L | 9,356 | $290 | 0.0% | $29.49 | — | COM | 293792107 |
| MIDD | MIDDLEBY CORP | 2,000 | $288 | 0.0% | $140.89 | 0.0% | COM | 596278101 |
| BN | BROOKFIELD CORP | 4,622 | $286 | 0.0% | $36.92 | 0.0% | CL A LTD VT SH | 11271J107 |
| SCHX | SCHWAB STRATEGIC TR | 11,375 | $278 | 0.0% | $24.44 | — | US LRG CAP ETF | 808524201 |
| BND | VANGUARD BD INDEX FDS | 3,775 | $278 | 0.0% | $73.63 | — | TOTAL BND MRKT | 921937835 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | 5,695 | $272 | 0.0% | $47.81 | — | SPONSORED ADS | 92837L109 |
| EEM | ISHARES TR | 5,642 | $272 | 0.0% | $39.36 | — | MSCI EMG MKT ETF | 464287234 |
| SCMB | SCHWAB STRATEGIC TR | 10,723 | $270 | 0.0% | $25.18 | — | MUN BD ETF | 808524649 |
| AXON | AXON ENTERPRISE INC | 320 | $265 | 0.0% | $680.44 | 0.0% | COM | 05464C101 |
| ED | CONSOLIDATED EDISON INC | 2,633 | $264 | 0.0% | $68.08 | +52.3% | COM | 209115104 |
| AZN | ASTRAZENECA PLC | 3,727 | $260 | 0.0% | $68.14 | — | SPONSORED ADR | 046353108 |
| DFIV | DIMENSIONAL ETF TRUST | 6,070 | $260 | 0.0% | $42.83 | — | INTERNATNAL VAL | 25434V807 |
| DUK | DUKE ENERGY CORP NEW | 2,144 | $253 | 0.0% | $88.74 | +30.1% | COM NEW | 26441C204 |
| MINT | PIMCO ETF TR | 2,505 | $252 | 0.0% | $100.54 | — | ENHAN SHRT MA AC | 72201R833 |
| SW | SMURFIT WESTROCK PLC | 5,721 | $247 | 0.0% | $49.54 | -14.9% | SHS | G8267P108 |
| DOW | DOW INC | 9,053 | $240 | 0.0% | $45.51 | -38.9% | COM | 260557103 |
| VTV | VANGUARD INDEX FDS | 1,312 | $232 | 0.0% | $174.38 | — | VALUE ETF | 922908744 |
| AXP | AMERICAN EXPRESS CO | 725 | $231 | 0.0% | $279.37 | 0.0% | COM | 025816109 |
| VEEV | VEEVA SYS INC | 800 | $230 | 0.0% | $248.00 | 0.0% | CL A COM | 922475108 |
| VRSN | VERISIGN INC | 778 | $225 | 0.0% | $268.94 | 0.0% | COM | 92343E102 |
| UNP | UNION PAC CORP | 962 | $221 | 0.0% | $233.93 | -6.6% | COM | 907818108 |
| NOC | NORTHROP GRUMMAN CORP | 436 | $218 | 0.0% | $470.80 | +3.3% | COM | 666807102 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 2,556 | $217 | 0.0% | $84.83 | — | SHS REP COM UT | 389637109 |
| XYL | XYLEM INC | 1,649 | $213 | 0.0% | $120.19 | 0.0% | COM | 98419M100 |
| ITIC | INVESTORS TITLE CO NC | 1,002 | $212 | 0.0% | $210.03 | +6.8% | COM | 461804106 |
| BAC | BANK AMERICA CORP | 4,384 | $207 | 0.0% | $41.45 | 0.0% | COM | 060505104 |
| DIA | SPDR DOW JONES INDL AVERAGE | 463 | $204 | 0.0% | $440.84 | — | UT SER 1 | 78467X109 |
| VO | VANGUARD INDEX FDS | 718 | $201 | 0.0% | $279.83 | — | MID CAP ETF | 922908629 |
| NULG | NUSHARES ETF TR | 2,136 | $201 | 0.0% | $93.95 | — | NUVEEN ESG LRGCP | 67092P201 |
| — | BLACKROCK INCOME TR INC | 16,173 | $190 | 0.0% | $11.99 | — | COM NEW | 09247F209 |
| — | FS CREDIT OPPORTUNITIES CORP | 24,456 | $178 | 0.0% | $6.84 | — | COMMON STOCK | 30290Y101 |
| — | NUVEEN VIRGINIA QLTY MUNCPL | 15,250 | $172 | 0.0% | $11.26 | — | COM | 67064R102 |
| — | GUGGENHEIM STRATEGIC OPPORTU | 64,252 | $64 | 0.0% | $1.00 | — | COM SBI | 40167F101 |
| TALK | TALKSPACE INC | 15,000 | $42 | 0.0% | $2.95 | 0.0% | COM | 87427V103 |
| — | CHARGEPOINT HOLDINGS INC | 15,000 | $11 | 0.0% | $0.70 | — | COM CL A | 15961R105 |