Location: Tulsa, OK
CIK: 0001962695 · Show all filings
Period: Q4 2025 (← Previous) (Next →)
Filing Date: Jan 13, 2026
Total Value: $205M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | 42,604 | $20.78M | 10.1% | $487.86 * | $43.08 | +88.8% | ETF | 922908736 |
| AAPL | APPLE INC COM | 62,074 | $16.88M | 8.2% | $271.86 | $151.33 | +79.6% | Stock | 037833100 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 48,411 | $16.23M | 7.9% | $335.27 | $218.00 | +53.8% | ETF | 922908769 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 16,841 | $12.69M | 6.2% | $753.78 * | $48.50 | +94.3% | ETF | 92204A702 |
| VTV | VANGUARD VALUE ETF | 45,729 | $8.734M | 4.3% | $190.99 | $139.97 | +36.4% | ETF | 922908744 |
| NVDA | NVIDIA CORPORATION COM | 46,402 | $8.654M | 4.2% | $186.50 | $101.80 | +83.2% | Stock | 67066G104 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 190,401 | $8.309M | 4.1% | $43.64 | $31.39 | +39.0% | ETF | 14020W106 |
| CGGR | CAPITAL GROUP GROWTH ETF | 143,158 | $6.366M | 3.1% | $44.47 | $31.31 | +42.0% | ETF | 14020G101 |
| AMZN | AMAZON COM INC COM | 27,369 | $6.317M | 3.1% | $230.82 | $102.14 | +126.0% | Stock | 023135106 |
| AVGO | BROADCOM INC COM | 11,639 | $4.028M | 2.0% | $346.10 | $160.05 | +116.2% | Stock | 11135F101 |
| MSFT | MICROSOFT CORP COM | 7,704 | $3.726M | 1.8% | $483.61 | $278.32 | +73.8% | Stock | 594918104 |
| GOOGL | ALPHABET INC CAP STK CL A | 11,261 | $3.525M | 1.7% | $312.99 | $118.78 | +163.5% | Stock | 02079K305 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 118,579 | $3.504M | 1.7% | $29.55 | $24.80 | +19.2% | ETF | 14019W109 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 122,625 | $3.364M | 1.6% | $27.43 | $26.79 | +2.4% | ETF | 808524797 |
| OKE | ONEOK INC NEW COM | 45,625 | $3.353M | 1.6% | $73.50 | $59.49 | +23.5% | Stock | 682680103 |
| SPY | SPDR S&P 500 ETF TRUST | 4,685 | $3.195M | 1.6% | $681.97 | $413.48 | +64.9% | ETF | 78462F103 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | 68,288 | $2.747M | 1.3% | $40.23 | $24.42 | +64.7% | ETF | 14020V108 |
| LNT | ALLIANT ENERGY CORP COM | 40,238 | $2.616M | 1.3% | $65.01 | $56.38 | +15.3% | Stock | 018802108 |
| LLY | ELI LILLY & CO COM | 2,398 | $2.577M | 1.3% | $1074.77 | $485.57 | +121.3% | Stock | 532457108 |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 49,092 | $1.944M | 0.9% | $39.59 | $24.32 | +62.8% | ETF | 25434V708 |
| JPM | JPMORGAN CHASE & CO. COM | 5,874 | $1.893M | 0.9% | $322.22 | $132.24 | +143.7% | Stock | 46625H100 |
| DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 26,799 | $1.867M | 0.9% | $69.67 | $58.05 | +20.0% | ETF | 25434V500 |
| AXP | AMERICAN EXPRESS CO COM | 4,839 | $1.79M | 0.9% | $369.96 | $205.87 | +79.3% | Stock | 025816109 |
| VV | VANGUARD LARGE-CAP ETF | 5,393 | $1.698M | 0.8% | $314.81 | $178.04 | +76.8% | ETF | 922908637 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 13,668 | $1.643M | 0.8% | $120.18 | $101.00 | +19.0% | ETF | 464287804 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | 34,764 | $1.627M | 0.8% | $46.80 | $28.02 | +67.0% | ETF | 25434V104 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | 4,054 | $1.597M | 0.8% | $393.91 | $235.86 | +67.0% | ETF | 92204A108 |
| COST | COSTCO WHSL CORP NEW COM | 1,760 | $1.517M | 0.7% | $862.18 | $485.29 | +77.7% | Stock | 22160K105 |
| GOOG | ALPHABET INC CAP STK CL C | 4,690 | $1.472M | 0.7% | $313.77 | $100.60 | +211.9% | Stock | 02079K107 |
| DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 24,495 | $1.458M | 0.7% | $59.54 | $50.56 | +17.8% | ETF | 25434V609 |
| META | META PLATFORMS INC CL A | 2,139 | $1.412M | 0.7% | $660.09 | $313.99 | +110.2% | Stock | 30303M102 |
| MCD | MCDONALDS CORP COM | 4,529 | $1.384M | 0.7% | $305.62 | $256.04 | +19.4% | Stock | 580135101 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 35,987 | $1.371M | 0.7% | $38.11 | $37.06 | +2.8% | ETF | 25434V203 |
| AAON | AAON INC COM PAR $0.004 | 17,903 | $1.365M | 0.7% | $76.25 | $51.61 | +47.7% | Stock | 000360206 |
| GS | GOLDMAN SACHS GROUP INC COM | 1,502 | $1.32M | 0.6% | $879.11 | $406.16 | +116.4% | Stock | 38141G104 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 7,333 | $1.303M | 0.6% | $177.75 | $77.46 | +129.5% | Stock | 69608A108 |
| VOO | VANGUARD S&P 500 ETF | 2,025 | $1.27M | 0.6% | $627.28 | $388.64 | +61.4% | ETF | 922908363 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 4,160 | $1.232M | 0.6% | $296.21 | $160.80 | +84.2% | Stock | 459200101 |
| V | VISA INC COM CL A | 3,381 | $1.186M | 0.6% | $350.71 | $218.63 | +60.4% | Stock | 92826C839 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 7,431 | $1.153M | 0.6% | $155.12 | $95.23 | +62.9% | ETF | 81369Y704 |
| CAT | CATERPILLAR INC COM | 1,907 | $1.092M | 0.5% | $572.87 | $254.39 | +125.2% | Stock | 149123101 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 33,552 | $1.076M | 0.5% | $32.06 | $26.47 | — | Stock | 293792107 |
| VHT | VANGUARD HEALTH CARE ETF | 3,416 | $983K | 0.5% | $287.86 | $241.96 | +19.0% | ETF | 92204A504 |
| XOM | EXXON MOBIL CORP COM | 7,868 | $947K | 0.5% | $120.34 | $103.52 | +16.2% | Stock | 30231G102 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | 56,246 | $927K | 0.5% | $16.49 | $12.04 | — | Stock | 29273V100 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 1,775 | $892K | 0.4% | $502.65 | $342.71 | +46.7% | Stock | 084670702 |
| RTX | RTX CORPORATION COM | 4,848 | $889K | 0.4% | $183.38 | $93.62 | +95.9% | Stock | 75513E101 |
| WMT | WALMART INC COM | 7,958 | $887K | 0.4% | $111.41 | $55.07 | +102.3% | Stock | 931142103 |
| CASY | CASEYS GEN STORES INC COM | 1,588 | $878K | 0.4% | $552.83 | $219.37 | +151.7% | Stock | 147528103 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 5,958 | $816K | 0.4% | $136.95 | $95.05 | +44.1% | ETF | 464287481 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | 22,689 | $786K | 0.4% | $34.65 | $23.55 | +47.1% | ETF | 14020X104 |
| VIS | VANGUARD INDUSTRIALS ETF | 2,561 | $764K | 0.4% | $298.37 | $210.86 | +41.5% | ETF | 92204A603 |
| KO | COCA COLA CO COM | 10,391 | $726K | 0.4% | $69.91 | $55.34 | +26.3% | Stock | 191216100 |
| LMT | LOCKHEED MARTIN CORP COM | 1,319 | $638K | 0.3% | $483.67 | $432.08 | +11.9% | Stock | 539830109 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | 8,458 | $635K | 0.3% | $75.05 | $45.09 | +66.4% | ETF | 46137V241 |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 1,284 | $617K | 0.3% | $480.40 | $352.30 | +36.4% | ETF | 78467X109 |
| CVX | CHEVRON CORP NEW COM | 3,957 | $603K | 0.3% | $152.41 | $143.56 | +6.2% | Stock | 166764100 |
| AMD | ADVANCED MICRO DEVICES INC COM | 2,726 | $584K | 0.3% | $214.16 | $124.59 | +71.9% | Stock | 007903107 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | 4,132 | $583K | 0.3% | $141.05 | $85.42 | +65.1% | ETF | 922042742 |
| TJX | TJX COS INC NEW COM | 3,678 | $565K | 0.3% | $153.61 | $83.51 | +83.9% | Stock | 872540109 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | 6,835 | $488K | 0.2% | $71.42 | $62.04 | +15.1% | ETF | 46138E354 |
| NFLX | NETFLIX INC COM | 5,038 | $472K | 0.2% | $93.76 | $107.81 | -13.0% | Stock | 64110L106 |
| VXF | VANGUARD EXTENDED MARKET ETF | 2,238 | $468K | 0.2% | $209.16 | $148.70 | +40.6% | ETF | 922908652 |
| DELL | DELL TECHNOLOGIES INC CL C | 3,507 | $441K | 0.2% | $125.88 | $105.89 | +18.9% | Stock | 24703L202 |
| PG | PROCTER AND GAMBLE CO COM | 2,993 | $429K | 0.2% | $143.31 | $132.57 | +8.1% | Stock | 742718109 |
| JNJ | JOHNSON & JOHNSON COM | 1,946 | $403K | 0.2% | $206.95 | $156.15 | +32.5% | Stock | 478160104 |
| HD | HOME DEPOT INC COM | 1,164 | $400K | 0.2% | $343.99 | $282.48 | +21.8% | Stock | 437076102 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 3,248 | $388K | 0.2% | $119.42 | $94.15 | +26.8% | ETF | 81369Y407 |
| MRK | MERCK & CO INC COM | 3,607 | $380K | 0.2% | $105.25 | $97.55 | +7.9% | Stock | 58933Y105 |
| TXN | TEXAS INSTRS INC COM | 2,091 | $363K | 0.2% | $173.49 | $154.76 | +12.1% | Stock | 882508104 |
| VO | VANGUARD MID-CAP ETF | 1,221 | $354K | 0.2% | $290.22 * | $50.94 | +42.4% | ETF | 922908629 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 2,415 | $347K | 0.2% | $143.52 | $126.82 | +13.2% | ETF | 921946406 |
| HP | HELMERICH & PAYNE INC COM | 12,065 | $346K | 0.2% | $28.68 | $47.07 | -39.1% | Stock | 423452101 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 3,145 | $336K | 0.2% | $106.70 | $57.28 | +86.3% | ETF | 78464A409 |
| C | CITIGROUP INC COM NEW | 2,742 | $320K | 0.2% | $116.69 | $72.29 | +61.4% | Stock | 172967424 |
| VB | VANGUARD SMALL-CAP ETF | 1,239 | $320K | 0.2% | $257.99 | $185.34 | +39.2% | ETF | 922908751 |
| QQQ | INVESCO QQQ TRUST SERIES I | 517 | $318K | 0.2% | $614.51 | $366.25 | +67.7% | ETF | 46090E103 |
| IEFA | ISHARES CORE MSCI EAFE ETF | 3,532 | $316K | 0.2% | $89.47 | $60.22 | +48.5% | ETF | 46432F842 |
| LIN | LINDE PLC SHS | 670 | $286K | 0.1% | $426.39 | $354.44 | +20.3% | Stock | G54950103 |
| VDC | VANGUARD CONSUMER STAPLES ETF | 1,292 | $273K | 0.1% | $211.24 | $190.40 | +10.9% | ETF | 92204A207 |
| VTWO | VANGUARD RUSSELL 2000 ETF | 2,707 | $269K | 0.1% | $99.50 | $72.28 | +37.7% | ETF | 92206C664 |
| DVY | ISHARES SELECT DIVIDEND ETF | 1,878 | $265K | 0.1% | $141.14 | $129.93 | +8.6% | ETF | 464287168 |
| SCHW | SCHWAB CHARLES CORP COM | 2,597 | $259K | 0.1% | $99.89 | $67.81 | +47.3% | Stock | 808513105 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | 3,448 | $256K | 0.1% | $74.16 | $60.29 | +23.0% | ETF | 25434V401 |
| CRM | SALESFORCE INC COM | 961 | $255K | 0.1% | $264.91 | $193.55 | +36.9% | Stock | 79466L302 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | 1,300 | $252K | 0.1% | $193.63 | $138.19 | +40.1% | ETF | 92204A884 |
| ORCL | ORACLE CORP COM | 1,279 | $249K | 0.1% | $194.91 | $157.03 | +24.1% | Stock | 68389X105 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 1,704 | $245K | 0.1% | $143.97 | $106.62 | +35.0% | ETF | 81369Y803 |
| SOXX | ISHARES SEMICONDUCTOR ETF | 785 | $236K | 0.1% | $301.26 | $229.04 | +31.5% | ETF | 464287523 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 496 | $235K | 0.1% | $472.91 * | $85.38 | +38.6% | ETF | 464287614 |
| CSCO | CISCO SYS INC COM | 3,005 | $231K | 0.1% | $77.03 | $47.72 | +60.6% | Stock | 17275R102 |
| MA | MASTERCARD INCORPORATED CL A | 400 | $228K | 0.1% | $570.88 | $451.62 | +26.4% | Stock | 57636Q104 |
| UNH | UNITEDHEALTH GROUP INC COM | 606 | $200K | 0.1% | $330.11 | $486.74 | -32.2% | Stock | 91324P102 |
| PB | PROSPERITY BANCSHARES INC COM | 2,872 | $198K | 0.1% | $69.11 | $67.02 | +3.1% | Stock | 743606105 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 727 | $195K | 0.1% | $268.27 | $282.04 | -4.9% | Stock | G1151C101 |
| ABBV | ABBVIE INC COM | 827 | $189K | 0.1% | $228.56 | $227.54 | +0.4% | Stock | 00287Y109 |
| NEE | NEXTERA ENERGY INC COM | 2,346 | $188K | 0.1% | $80.28 | $82.50 | -2.7% | Stock | 65339F101 |
| GLW | CORNING INC COM | 2,128 | $186K | 0.1% | $87.56 | $85.98 | +1.8% | Stock | 219350105 |
| WMB | WILLIAMS COS INC COM | 3,088 | $186K | 0.1% | $60.10 | $60.06 | +0.1% | Stock | 969457100 |
| SNOW | SNOWFLAKE INC COM SHS | 769 | $169K | 0.1% | $219.36 | $244.09 | -10.1% | Stock | 833445109 |
| IWR | ISHARES RUSSELL MIDCAP ETF | 1,708 | $164K | 0.1% | $96.27 | $71.04 | +35.5% | ETF | 464287499 |
| VCRB | VANGUARD CORE BOND ETF | 2,107 | $164K | 0.1% | $77.90 | $78.38 | -0.6% | ETF | 922020748 |
| GE | GE AEROSPACE COM NEW | 530 | $163K | 0.1% | $308.03 | $300.80 | +2.4% | Stock | 369604301 |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | 6,804 | $154K | 0.1% | $22.64 | $22.76 | -0.5% | ETF | 14020Y102 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | 3,161 | $152K | 0.1% | $48.00 | $48.19 | -0.4% | ETF | 46138E362 |
| CTRA | COTERRA ENERGY INC COM | 5,750 | $151K | 0.1% | $26.32 | $25.10 | +4.9% | Stock | 127097103 |
| PEP | PEPSICO INC COM | 1,034 | $148K | 0.1% | $143.58 | $145.91 | -1.6% | Stock | 713448108 |
| AEP | AMERICAN ELEC PWR CO INC COM | 1,183 | $136K | 0.1% | $115.31 | $117.70 | -2.0% | Stock | 025537101 |
| VOT | VANGUARD MID-CAP GROWTH ETF | 475 | $133K | 0.1% | $279.14 | $286.20 | -2.5% | ETF | 922908538 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 4,905 | $132K | 0.1% | $26.91 | $26.71 | +0.8% | ETF | 808524201 |
| AMAT | APPLIED MATLS INC COM | 480 | $123K | 0.1% | $256.99 | $239.49 | +7.3% | Stock | 038222105 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 1,611 | $122K | 0.1% | $75.44 | $74.67 | +1.0% | ETF | 921909768 |
| VDE | VANGUARD ENERGY ETF | 938 | $118K | 0.1% | $125.88 | $121.50 | +3.6% | ETF | 92204A306 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 1,050 | $116K | 0.1% | $110.19 | $111.18 | -0.9% | ETF | 464287242 |
| HON | HONEYWELL INTL INC COM | 571 | $111K | 0.1% | $195.17 | $195.03 | +0.0% | Stock | 438516106 |
| DAL | DELTA AIR LINES INC DEL COM NEW | 1,575 | $109K | 0.1% | $69.40 | $62.45 | +11.1% | Stock | 247361702 |
| UNP | UNION PAC CORP COM | 470 | $109K | 0.1% | $231.43 | $227.32 | +1.8% | Stock | 907818108 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 1,708 | $107K | 0.1% | $62.47 | $61.26 | +2.0% | ETF | 921943858 |
| IWM | ISHARES RUSSELL 2000 ETF | 423 | $104K | 0.1% | $246.16 | $245.85 | +0.1% | ETF | 464287655 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | 1,158 | $102K | 0.0% | $88.23 | $83.87 | +5.2% | Stock | 74251V102 |
| GEV | GE VERNOVA INC COM | 153 | $99,996 | 0.0% | $653.57 | $609.04 | +7.3% | Stock | 36828A101 |
| EFA | ISHARES MSCI EAFE ETF | 1,023 | $98,239 | 0.0% | $96.03 | $94.85 | +1.2% | ETF | 464287465 |
| T | AT&T INC COM | 3,896 | $96,769 | 0.0% | $24.84 | $25.29 | -1.8% | Stock | 00206R102 |
| — | EATON VANCE TAX-MANAGED BUY- W COM | 6,400 | $91,904 | 0.0% | $14.36 | $14.36 | — | CEF | 27828Y108 |
| BMO | BANK MONTREAL QUE COM | 700 | $90,853 | 0.0% | $129.79 | $126.63 | +2.5% | Stock | 063671101 |
| PM | PHILIP MORRIS INTL INC COM | 560 | $89,747 | 0.0% | $160.26 | $153.57 | +4.4% | Stock | 718172109 |
| KLAC | KLA CORP COM NEW | 66 | $79,751 | 0.0% | $1208.35 | $1171.91 | +3.7% | Stock | 482480100 |
| TRP | TC ENERGY CORP COM | 1,400 | $77,201 | 0.0% | $55.14 | $53.35 | +3.1% | Stock | 87807B107 |
| BAC | BANK AMERICA CORP COM | 1,393 | $76,588 | 0.0% | $54.98 | $52.67 | +4.4% | Stock | 060505104 |
| VOE | VANGUARD MID-CAP VALUE ETF | 430 | $76,269 | 0.0% | $177.37 | $175.01 | +1.3% | ETF | 922908512 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 250 | $75,982 | 0.0% | $303.93 | $293.42 | +3.6% | ADR | 874039100 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | 1,000 | $75,910 | 0.0% | $75.91 | $81.87 | -7.3% | Stock | 50077B207 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 1,936 | $72,397 | 0.0% | $37.40 | $37.45 | -0.1% | ETF | 46435U853 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 504 | $71,089 | 0.0% | $141.05 | $139.81 | +0.9% | ETF | 464287473 |
| ALL | ALLSTATE CORP COM | 336 | $69,938 | 0.0% | $208.15 | $204.09 | +2.0% | Stock | 020002101 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 271 | $69,798 | 0.0% | $257.56 | $264.83 | -2.9% | Stock | 053015103 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 309 | $67,819 | 0.0% | $219.48 | $218.49 | +0.6% | ETF | 921908844 |
| ABT | ABBOTT LABS COM | 536 | $67,155 | 0.0% | $125.29 | $127.30 | -1.6% | Stock | 002824100 |
| BA | BOEING CO COM | 300 | $65,136 | 0.0% | $217.12 | $205.66 | +5.6% | Stock | 097023105 |
| DHR | DANAHER CORPORATION COM | 284 | $65,013 | 0.0% | $228.92 | $219.54 | +4.3% | Stock | 235851102 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 1,200 | $64,728 | 0.0% | $53.94 | $47.53 | +12.2% | Stock | 110122108 |
| MU | MICRON TECHNOLOGY INC COM | 221 | $63,076 | 0.0% | $285.41 | $229.35 | +24.4% | Stock | 595112103 |
| SO | SOUTHERN CO COM | 722 | $62,958 | 0.0% | $87.20 | $90.89 | -4.1% | Stock | 842587107 |
| CB | CHUBB LIMITED COM | 200 | $62,424 | 0.0% | $312.12 | $292.40 | +6.7% | Stock | H1467J104 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 1,132 | $62,000 | 0.0% | $54.77 | $53.28 | +2.8% | ETF | 81369Y605 |
| KMB | KIMBERLY-CLARK CORP COM | 600 | $60,534 | 0.0% | $100.89 | $108.41 | -6.9% | Stock | 494368103 |
| BOKF | BOK FINL CORP COM NEW | 500 | $59,230 | 0.0% | $118.46 | $111.30 | +5.9% | Stock | 05561Q201 |
| FDX | FEDEX CORP COM | 205 | $59,216 | 0.0% | $288.86 | $261.56 | +10.4% | Stock | 31428X106 |
| UL | UNILEVER PLC SPON ADR NEW | 888 | $58,075 | 0.0% | $65.40 | $67.26 | -2.8% | ADR | 904767803 |
| BK | BANK NEW YORK MELLON CORP COM | 500 | $58,045 | 0.0% | $116.09 | $110.50 | +5.1% | Stock | 064058100 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 1,290 | $57,676 | 0.0% | $44.71 | $44.53 | +0.4% | ETF | 81369Y506 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 119 | $55,782 | 0.0% | $468.76 | $509.22 | -7.9% | Stock | 22788C105 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 576 | $55,457 | 0.0% | $96.28 | $96.08 | +0.2% | ETF | 464288281 |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | 1,960 | $54,135 | 0.0% | $27.62 | $27.72 | -0.4% | ETF | 14020Y300 |
| BLK | BLACKROCK INC COM | 50 | $53,517 | 0.0% | $1070.34 | $1089.41 | -1.8% | Stock | 09290D101 |
| USB | US BANCORP DEL COM NEW | 1,000 | $53,360 | 0.0% | $53.36 | $48.72 | +9.5% | Stock | 902973304 |
| RF | REGIONS FINANCIAL CORP NEW COM | 1,940 | $52,574 | 0.0% | $27.10 | $25.37 | +6.8% | Stock | 7591EP100 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 1,566 | $51,255 | 0.0% | $32.73 | $31.90 | +2.6% | ETF | 25434V880 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 330 | $51,058 | 0.0% | $154.72 | $149.77 | +3.4% | ETF | 81369Y209 |
| BKLN | INVESCO SENIOR LOAN ETF | 2,410 | $50,610 | 0.0% | $21.00 | $20.92 | +0.4% | ETF | 46138G508 |
| BWA | BORGWARNER INC COM | 1,102 | $49,640 | 0.0% | $45.05 | $43.69 | +3.1% | Stock | 099724106 |
| APD | AIR PRODS & CHEMS INC COM | 200 | $49,404 | 0.0% | $247.02 | $251.65 | -2.6% | Stock | 009158106 |
| DIS | DISNEY WALT CO COM | 421 | $47,897 | 0.0% | $113.77 | $109.53 | +3.9% | Stock | 254687106 |
| MO | ALTRIA GROUP INC COM | 816 | $47,051 | 0.0% | $57.66 | $59.36 | -2.9% | Stock | 02209S103 |
| SBUX | STARBUCKS CORP COM | 550 | $46,316 | 0.0% | $84.21 | $84.06 | +0.2% | Stock | 855244109 |
| NVO | NOVO-NORDISK A S ADR | 901 | $45,843 | 0.0% | $50.88 | $51.14 | -0.5% | ADR | 670100205 |
| TEL | TE CONNECTIVITY PLC ORD SHS | 200 | $45,502 | 0.0% | $227.51 | $231.27 | -1.6% | Stock | G87052109 |
| ILCB | ISHARES MORNINGSTAR U.S. EQUITY ETF | 480 | $45,302 | 0.0% | $94.38 | $93.65 | +0.8% | ETF | 464287127 |
| SMH | VANECK SEMICONDUCTOR ETF | 121 | $43,576 | 0.0% | $360.13 | $350.87 | +2.6% | ETF | 92189F676 |
| CTVA | CORTEVA INC COM | 648 | $43,435 | 0.0% | $67.03 | $64.54 | +3.9% | Stock | 22052L104 |
| MDLZ | MONDELEZ INTL INC CL A | 768 | $41,341 | 0.0% | $53.83 | $57.06 | -5.7% | Stock | 609207105 |
| NTRS | NORTHERN TR CORP COM | 300 | $40,977 | 0.0% | $136.59 | $130.74 | +4.5% | Stock | 665859104 |
| CNP | CENTERPOINT ENERGY INC COM | 1,058 | $40,571 | 0.0% | $38.35 | $38.86 | -1.3% | Stock | 15189T107 |
| ANET | ARISTA NETWORKS INC COM SHS | 305 | $39,964 | 0.0% | $131.03 | $137.66 | -4.8% | Stock | 040413205 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | 2,412 | $39,621 | 0.0% | $16.43 | $16.67 | -1.5% | ETF | 464288224 |
| WEC | WEC ENERGY GROUP INC COM | 372 | $39,231 | 0.0% | $105.46 | $110.27 | -4.4% | Stock | 92939U106 |
| CMI | CUMMINS INC COM | 76 | $38,896 | 0.0% | $511.79 | $466.32 | +9.5% | Stock | 231021106 |
| DUK | DUKE ENERGY CORP NEW COM NEW | 326 | $38,258 | 0.0% | $117.36 | $121.57 | -3.6% | Stock | 26441C204 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | 372 | $36,162 | 0.0% | $97.21 | $97.12 | +0.1% | ETF | 78468R622 |
| IOO | ISHARES GLOBAL 100 ETF | 276 | $34,961 | 0.0% | $126.67 | $124.34 | +1.9% | ETF | 464287572 |
| FTNT | FORTINET INC COM | 429 | $34,067 | 0.0% | $79.41 | $82.94 | -4.3% | Stock | 34959E109 |
| AI | C3 AI INC CL A | 2,500 | $33,700 | 0.0% | $13.48 | $15.95 | -15.5% | Stock | 12468P104 |
| EOG | EOG RES INC COM | 314 | $33,015 | 0.0% | $105.14 | $107.22 | -2.1% | Stock | 26875P101 |
| AMGN | AMGEN INC COM | 100 | $32,731 | 0.0% | $327.31 | $315.95 | +3.6% | Stock | 031162100 |
| DD | DUPONT DE NEMOURS INC COM | 784 | $31,517 | 0.0% | $40.20 | $37.39 | +7.5% | Stock | 26614N102 |
| FE | FIRSTENERGY CORP COM | 700 | $31,339 | 0.0% | $44.77 | $45.73 | -2.1% | Stock | 337932107 |
| CAI | CARIS LIFE SCIENCES INC COM | 1,152 | $31,081 | 0.0% | $26.98 | $28.16 | -4.2% | Stock | 142152107 |
| DVN | DEVON ENERGY CORP NEW COM | 841 | $30,822 | 0.0% | $36.65 | $34.73 | +5.5% | Stock | 25179M103 |
| COF | CAPITAL ONE FINL CORP COM | 124 | $30,053 | 0.0% | $242.36 | $222.19 | +9.1% | Stock | 14040H105 |
| FFIN | FIRST FINL BANKSHARES INC COM | 989 | $29,541 | 0.0% | $29.87 | $31.36 | -4.7% | Stock | 32020R109 |
| SCHP | SCHWAB US TIPS ETF | 1,114 | $29,510 | 0.0% | $26.49 | $26.82 | -1.2% | ETF | 808524870 |
| SBR | SABINE RTY TR UNIT BEN INT | 427 | $29,279 | 0.0% | $68.57 | $68.57 | — | Stock | 785688102 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 50 | $28,973 | 0.0% | $579.46 | $565.16 | +2.5% | Stock | 883556102 |
| CMCSA | COMCAST CORP NEW CL A | 961 | $28,734 | 0.0% | $29.90 | $28.53 | +4.8% | Stock | 20030N101 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 50 | $28,318 | 0.0% | $566.36 | $532.37 | +6.4% | Stock | 46120E602 |
| WPC | WP CAREY INC COM | 435 | $27,997 | 0.0% | $64.36 | $64.36 | — | REIT | 92936U109 |
| MS | MORGAN STANLEY COM NEW | 154 | $27,340 | 0.0% | $177.53 | $166.47 | +6.6% | Stock | 617446448 |
| TRGP | TARGA RES CORP COM | 146 | $26,937 | 0.0% | $184.50 | $168.08 | +9.8% | Stock | 87612G101 |
| F | FORD MTR CO COM | 2,000 | $26,240 | 0.0% | $13.12 | $12.83 | +2.2% | Stock | 345370860 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | 300 | $24,819 | 0.0% | $82.73 | $82.60 | +0.2% | ETF | 464288208 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | 497 | $24,770 | 0.0% | $49.84 | $49.87 | -0.1% | ETF | 92203C303 |
| GPC | GENUINE PARTS CO COM | 201 | $24,762 | 0.0% | $123.19 | $128.69 | -4.4% | Stock | 372460105 |
| — | WESTERN ASSET INVT GRADE OPPOR COM | 1,468 | $24,222 | 0.0% | $16.50 | $16.50 | — | CEF | 95790A101 |
| — | WILLIAMS COS INC COM | 400 | $24,044 | 0.0% | $60.11 | — | — | Put | 99QA9PEE0 |
| JCI | JOHNSON CTLS INTL PLC SHS | 200 | $23,950 | 0.0% | $119.75 | $114.81 | +4.3% | Stock | G51502105 |
| OGE | OGE ENERGY CORP COM | 553 | $23,613 | 0.0% | $42.70 | $44.60 | -4.3% | Stock | 670837103 |
| AMT | AMERICAN TOWER CORP NEW COM | 133 | $23,351 | 0.0% | $175.57 | $180.30 | -2.6% | REIT | 03027X100 |
| CVS | CVS HEALTH CORP COM | 290 | $23,014 | 0.0% | $79.36 | $78.67 | +0.9% | Stock | 126650100 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | 484 | $21,949 | 0.0% | $45.35 | $44.19 | +2.6% | ETF | 81369Y100 |
| NXPI | NXP SEMICONDUCTORS N V COM | 100 | $21,706 | 0.0% | $217.06 | $213.68 | +1.6% | Stock | N6596X109 |
| FITB | FIFTH THIRD BANCORP COM | 453 | $21,205 | 0.0% | $46.81 | $43.65 | +7.2% | Stock | 316773100 |
| CARR | CARRIER GLOBAL CORPORATION COM | 400 | $21,136 | 0.0% | $52.84 | $55.53 | -4.8% | Stock | 14448C104 |
| YUM | YUM BRANDS INC COM | 138 | $20,877 | 0.0% | $151.28 | $147.67 | +2.4% | Stock | 988498101 |
| CEG | CONSTELLATION ENERGY CORP COM | 59 | $20,843 | 0.0% | $353.27 | $363.20 | -2.7% | Stock | 21037T109 |
| DOW | DOW INC COM | 883 | $20,645 | 0.0% | $23.38 | $22.78 | +2.7% | Stock | 260557103 |
| LULU | LULULEMON ATHLETICA INC COM | 98 | $20,365 | 0.0% | $207.81 | $181.15 | +14.7% | Stock | 550021109 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | 211 | $19,475 | 0.0% | $92.30 | $90.69 | +1.8% | ETF | 92206C714 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | 120 | $19,316 | 0.0% | $160.97 | $160.56 | +0.3% | Stock | 82509L107 |
| XEL | XCEL ENERGY INC COM | 261 | $19,277 | 0.0% | $73.86 | $78.29 | -5.7% | Stock | 98389B100 |
| QDF | FLEXSHARES QUALITY DIVIDEND INDEX FUND | 225 | $18,182 | 0.0% | $80.81 | $80.16 | +0.8% | ETF | 33939L860 |
| OTIS | OTIS WORLDWIDE CORP COM | 200 | $17,470 | 0.0% | $87.35 | $89.25 | -2.1% | Stock | 68902V107 |
| MDT | MEDTRONIC PLC SHS | 180 | $17,291 | 0.0% | $96.06 | $97.14 | -1.1% | Stock | G5960L103 |
| TSLA | TESLA INC COM | 38 | $17,089 | 0.0% | $449.71 | $301.00 | +49.4% | Stock | 88160R101 |
| APO | APOLLO GLOBAL MGMT INC COM | 115 | $16,647 | 0.0% | $144.76 | $132.57 | +9.2% | Stock | 03769M106 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | 57 | $16,372 | 0.0% | $287.23 | $305.03 | -5.8% | Stock | 88262P102 |
| IR | INGERSOLL RAND INC COM | 201 | $15,923 | 0.0% | $79.22 | $78.94 | +0.4% | Stock | 45687V106 |
| OGS | ONE GAS INC COM | 200 | $15,450 | 0.0% | $77.25 | $80.38 | -3.9% | Stock | 68235P108 |
| LRCX | LAM RESEARCH CORP COM NEW | 90 | $15,406 | 0.0% | $171.18 | $155.36 | +10.2% | Stock | 512807306 |
| PSX | PHILLIPS 66 COM | 119 | $15,365 | 0.0% | $129.12 | $134.01 | -3.7% | Stock | 718546104 |
| OXY | OCCIDENTAL PETE CORP COM | 370 | $15,214 | 0.0% | $41.12 | $41.55 | -1.0% | Stock | 674599105 |
| VAW | VANGUARD MATERIALS ETF | 73 | $15,151 | 0.0% | $207.55 | $201.59 | +3.0% | ETF | 92204A801 |
| TFC | TRUIST FINL CORP COM | 300 | $14,763 | 0.0% | $49.21 | $45.80 | +7.4% | Stock | 89832Q109 |
| — | HANCOCK JOHN PFD INCOME FD III COM | 1,019 | $14,684 | 0.0% | $14.41 | $14.41 | — | CEF | 41021P103 |
| TT | TRANE TECHNOLOGIES PLC SHS | 37 | $14,400 | 0.0% | $389.19 | $413.59 | -5.9% | Stock | G8994E103 |
| HAL | HALLIBURTON CO COM | 500 | $14,130 | 0.0% | $28.26 | $26.29 | +7.5% | Stock | 406216101 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | 86 | $13,929 | 0.0% | $161.97 | $156.20 | +3.7% | Stock | 45866F104 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 50 | $13,770 | 0.0% | $275.40 | $258.92 | +6.4% | Stock | G7997R103 |
| PFE | PFIZER INC COM | 550 | $13,695 | 0.0% | $24.90 | $25.03 | -0.5% | Stock | 717081103 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | 511 | $13,572 | 0.0% | $26.56 | $27.11 | -2.0% | Stock | 50155Q100 |
| PHIN | PHINIA INC COMMON STOCK | 212 | $13,290 | 0.0% | $62.69 | $55.12 | +13.7% | Stock | 71880K101 |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | 502 | $12,962 | 0.0% | $25.82 | $25.57 | +1.0% | ETF | 92189H300 |
| MP | MP MATERIALS CORP COM CL A | 252 | $12,731 | 0.0% | $50.52 | $63.41 | -20.3% | Stock | 553368101 |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 20 | $12,066 | 0.0% | $603.30 | $598.32 | +0.8% | ETF | 78467Y107 |
| WBD | WARNER BROS DISCOVERY INC COM SER A | 408 | $11,759 | 0.0% | $28.82 | $23.37 | +23.3% | Stock | 934423104 |
| VFH | VANGUARD FINANCIALS ETF | 88 | $11,747 | 0.0% | $133.49 | $129.89 | +2.8% | ETF | 92204A405 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | 400 | $11,708 | 0.0% | $29.27 | $41.17 | -28.9% | Stock | 86800U302 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | 155 | $11,484 | 0.0% | $74.09 | $73.56 | +0.7% | ETF | 09290C509 |
| BITB | BITWISE BITCOIN ETF TRUST | 240 | $11,414 | 0.0% | $47.56 | $54.41 | -12.6% | ETF | 09174C104 |
| CPB | THE CAMPBELLS COMPANY COM | 400 | $11,148 | 0.0% | $27.87 | $30.06 | -7.3% | Stock | 134429109 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 57 | $10,919 | 0.0% | $191.56 | $189.83 | +0.9% | ETF | 46137V357 |
| FPWR | FIRST TRUST EIP POWER SOLUTIONS ETF | 325 | $10,737 | 0.0% | $33.04 | $33.59 | -1.6% | ETF | 33738D705 |
| AN | AUTONATION INC COM | 50 | $10,324 | 0.0% | $206.48 | $208.03 | -0.7% | Stock | 05329W102 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 125 | $10,253 | 0.0% | $82.02 | $77.91 | +5.3% | Stock | 36266G107 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 150 | $10,083 | 0.0% | $67.22 | $67.09 | +0.2% | ETF | 46434G103 |
| LGLV | STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF | 57 | $10,007 | 0.0% | $175.56 | $175.41 | +0.1% | ETF | 78468R804 |
| NTB | BANK OF NT BUTTERFIELD&SON LTD SHS NEW | 200 | $9,964 | 0.0% | $49.82 | $46.08 | +8.1% | Stock | G0772R208 |
| BSX | BOSTON SCIENTIFIC CORP COM | 104 | $9,916 | 0.0% | $95.35 | $98.04 | -2.7% | Stock | 101137107 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 163 | $9,769 | 0.0% | $59.93 | $60.14 | -0.3% | ETF | 92206C706 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 34 | $9,445 | 0.0% | $277.79 | $277.05 | -0.0% | ETF | 464289438 |
| NOW | SERVICENOW INC COM | 60 | $9,191 | 0.0% | $153.18 | $171.54 | -10.7% | Stock | 81762P102 |
| ECL | ECOLAB INC COM | 35 | $9,188 | 0.0% | $262.51 | $265.71 | -1.2% | Stock | 278865100 |
| AZN | ASTRAZENECA PLC SPONSORED ADR | 90 | $8,274 | 0.0% | $91.93 | $91.93 | — | ADR | 046353108 |
| TIP | ISHARES TIPS BOND ETF | 75 | $8,243 | 0.0% | $109.91 | $110.93 | -0.9% | ETF | 464287176 |
| WAY | WAYSTAR HLDG CORP COM | 250 | $8,188 | 0.0% | $32.75 | $35.62 | -8.1% | Stock | 946784105 |
| IYK | ISHARES U.S. CONSUMER STAPLES ETF | 120 | $8,030 | 0.0% | $66.92 | $67.88 | -1.4% | ETF | 464287812 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | 590 | $7,835 | 0.0% | $13.28 | $12.63 | +5.2% | Stock | 185899101 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 151 | $7,817 | 0.0% | $51.77 | $52.08 | -0.6% | ETF | 464288620 |
| SOBO | SOUTH BOW CORP COM | 280 | $7,712 | 0.0% | $27.54 | $27.16 | +1.1% | Stock | 83671M105 |
| — | KAYNE ANDERSON ENERGY INFRSTR COM | 620 | $7,676 | 0.0% | $12.38 | $12.38 | — | CEF | 486606106 |
| BAX | BAXTER INTL INC COM | 400 | $7,644 | 0.0% | $19.11 | $20.00 | -4.5% | Stock | 071813109 |
| PNR | PENTAIR PLC SHS | 72 | $7,498 | 0.0% | $104.14 | $106.73 | -2.4% | Stock | G7S00T104 |
| COP | CONOCOPHILLIPS COM | 80 | $7,447 | 0.0% | $93.09 | $90.02 | +4.0% | Stock | 20825C104 |
| UPS | UNITED PARCEL SERVICE INC CL B | 75 | $7,439 | 0.0% | $99.19 | $92.75 | +6.9% | Stock | 911312106 |
| IUSV | ISHARES CORE S&P US VALUE ETF | 72 | $7,383 | 0.0% | $102.54 | $101.40 | +1.1% | ETF | 464287663 |
| INTC | INTEL CORP COM | 200 | $7,380 | 0.0% | $36.90 | $37.76 | -2.3% | Stock | 458140100 |
| KMI | KINDER MORGAN INC DEL COM | 260 | $7,147 | 0.0% | $27.49 | $26.91 | +2.2% | Stock | 49456B101 |
| MET | METLIFE INC COM | 82 | $6,473 | 0.0% | $78.94 | $78.93 | +0.0% | Stock | 59156R108 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | 14 | $6,224 | 0.0% | $444.57 * | $73.58 | +0.7% | ETF | 921932505 |
| VZ | VERIZON COMMUNICATIONS INC COM | 150 | $6,110 | 0.0% | $40.73 | $37.19 | +9.5% | Stock | 92343V104 |
| VPU | VANGUARD UTILITIES ETF | 33 | $6,106 | 0.0% | $185.03 | $191.98 | -3.6% | ETF | 92204A876 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | 70 | $6,101 | 0.0% | $87.16 | $89.41 | -2.5% | ETF | 464287432 |
| BHP | BHP GROUP LTD SPONSORED ADS | 100 | $6,037 | 0.0% | $60.37 | $56.82 | +6.2% | ADR | 088606108 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 44 | $5,357 | 0.0% | $121.75 | $121.92 | -0.1% | ETF | 92206C680 |
| ISCV | ISHARES MORNINGSTAR SMALL CAP VALUE ETF | 75 | $5,138 | 0.0% | $68.51 | $67.40 | +1.6% | ETF | 464288703 |
| WFC | WELLS FARGO CO NEW COM | 55 | $5,126 | 0.0% | $93.20 | $86.63 | +7.6% | Stock | 949746101 |
| — | EMPIRE PETE CORP COM | 1,651 | $5,018 | 0.0% | $3.04 | $3.04 | — | Stock | 292034204 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | 200 | $4,804 | 0.0% | $24.02 | $23.44 | +2.5% | Stock | 42824C109 |
| IAU | ISHARES GOLD TRUST | 57 | $4,627 | 0.0% | $81.18 | $78.21 | +3.8% | ETF | 464285204 |
| BKR | BAKER HUGHES COMPANY CL A | 100 | $4,554 | 0.0% | $45.54 | $47.34 | -3.8% | Stock | 05722G100 |
| HPQ | HP INC COM | 200 | $4,456 | 0.0% | $22.28 | $25.25 | -11.8% | Stock | 40434L105 |
| ADSK | AUTODESK INC COM | 14 | $4,144 | 0.0% | $296.00 | $302.56 | -2.2% | Stock | 052769106 |
| LEN | LENNAR CORP CL A | 40 | $4,112 | 0.0% | $102.80 | $120.70 | -14.8% | Stock | 526057104 |
| XPO | XPO INC COM | 30 | $4,077 | 0.0% | $135.90 | $136.23 | -0.2% | Stock | 983793100 |
| KGC | KINROSS GOLD CORP COM | 144 | $4,055 | 0.0% | $28.16 | $25.98 | +8.4% | Stock | 496902404 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | 29 | $3,485 | 0.0% | $120.17 | $119.96 | +0.8% | ETF | 921910733 |
| EWJ | ISHARES MSCI JAPAN ETF | 43 | $3,472 | 0.0% | $80.74 | $82.16 | -1.7% | ETF | 46434G822 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 80 | $3,415 | 0.0% | $42.69 | $44.28 | -3.6% | ETF | 81369Y886 |
| SHEL | SHELL PLC SPON ADS | 45 | $3,290 | 0.0% | $73.11 | $73.66 | -0.2% | ADR | 780259305 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 22 | $3,271 | 0.0% | $148.68 | $147.58 | +0.7% | ETF | 464287150 |
| CNQ | CANADIAN NAT RES LTD COM | 96 | $3,250 | 0.0% | $33.85 | $32.42 | +4.4% | Stock | 136385101 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | 43 | $3,170 | 0.0% | $73.72 | $73.60 | +0.0% | Stock | 13646K108 |
| MBB | ISHARES MBS ETF | 33 | $3,142 | 0.0% | $95.21 | $95.38 | -0.2% | ETF | 464288588 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | 55 | $3,114 | 0.0% | $56.62 | $54.56 | +3.8% | ADR | 110448107 |
| CKX | CKX LDS INC COM | 339 | $3,102 | 0.0% | $9.15 | $10.18 | -10.1% | Stock | 12562N104 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 57 | $3,014 | 0.0% | $52.88 | $52.95 | -0.1% | ETF | 464288646 |
| EVRG | EVERGY INC COM | 41 | $2,972 | 0.0% | $72.49 | $75.45 | -3.9% | Stock | 30034W106 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 35 | $2,719 | 0.0% | $77.69 | $78.05 | -0.5% | ETF | 81369Y308 |
| EOLS | EVOLUS INC COM | 400 | $2,660 | 0.0% | $6.65 | $6.77 | -1.8% | Stock | 30052C107 |
| EXE | EXPAND ENERGY CORPORATION COM | 24 | $2,649 | 0.0% | $110.38 | $110.64 | -0.3% | Stock | 165167735 |
| PVI | INVESCO FLOATING RATE MUNICIPAL INCOME ETF | 100 | $2,492 | 0.0% | $24.92 | $24.84 | +0.3% | ETF | 46138G862 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 30 | $2,474 | 0.0% | $82.47 | $81.26 | +1.5% | ETF | 46435G326 |
| FISV | FISERV INC COM | 35 | $2,351 | 0.0% | $67.17 | $83.87 | -19.9% | Stock | 337738108 |
| APTV | APTIV PLC COM SHS | 30 | $2,283 | 0.0% | $76.10 | $80.28 | -5.2% | Stock | G3265R107 |
| DLX | DELUXE CORP COM | 100 | $2,233 | 0.0% | $22.33 | $19.77 | +11.8% | Stock | 248019101 |
| GNRC | GENERAC HLDGS INC COM | 15 | $2,046 | 0.0% | $136.40 | $161.36 | -15.5% | Stock | 368736104 |
| XOVR | ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | 100 | $2,014 | 0.0% | $20.14 | $20.50 | -1.8% | ETF | 293828877 |
| DOV | DOVER CORP COM | 10 | $1,952 | 0.0% | $195.20 | $181.83 | +7.4% | Stock | 260003108 |
| SNX | TD SYNNEX CORPORATION COM | 12 | $1,803 | 0.0% | $150.25 | $152.83 | -2.0% | Stock | 87162W100 |
| VTHR | VANGUARD RUSSELL 3000 ETF | 6 | $1,802 | 0.0% | $300.33 | $298.17 | +0.7% | ETF | 92206C599 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | 45 | $1,665 | 0.0% | $37.00 | $36.17 | +2.3% | Stock | 169656105 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 27 | $1,586 | 0.0% | $58.74 | $58.78 | -0.1% | ETF | 92206C102 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | 27 | $1,507 | 0.0% | $55.81 | $56.90 | -1.9% | ETF | 92206C847 |
| MERC | MERCER INTL INC COM | 755 | $1,495 | 0.0% | $1.98 | $2.11 | -6.0% | Stock | 588056101 |
| — | ABRDN ASIA PACIFIC INCOME FUND COM NEW | 97 | $1,488 | 0.0% | $15.34 | $15.34 | — | CEF | 003009867 |
| WM | WASTE MGMT INC DEL COM | 6 | $1,318 | 0.0% | $219.67 | $212.55 | +3.4% | Stock | 94106L109 |
| KHC | KRAFT HEINZ CO COM | 50 | $1,213 | 0.0% | $24.26 | $24.63 | -1.5% | Stock | 500754106 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 41 | $999 | 0.0% | $24.37 | $24.38 | -0.0% | ETF | 808524862 |
| PINS | PINTEREST INC CL A | 35 | $906 | 0.0% | $25.89 | $28.79 | -10.1% | Stock | 72352L106 |
| VTRS | VIATRIS INC COM | 66 | $822 | 0.0% | $12.45 | $10.72 | +16.1% | Stock | 92556V106 |
| RACE | FERRARI N V COM | 2 | $749 | 0.0% | $374.50 | $400.15 | -7.6% | Stock | N3167Y103 |
| PPC | PILGRIMS PRIDE CORP COM | 19 | $741 | 0.0% | $39.00 | $38.44 | +1.4% | Stock | 72147K108 |
| CHTR | CHARTER COMMUNICATIONS INC NEW CL A | 3 | $626 | 0.0% | $208.67 | $224.96 | -7.2% | Stock | 16119P108 |
| MRP | MILLROSE PPTYS INC COM CL A | 20 | $597 | 0.0% | $29.85 | $29.85 | — | reit | 601137102 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | 36 | $561 | 0.0% | $15.58 | $15.91 | -2.0% | ADR | 980228308 |
| CNXC | CONCENTRIX CORP COM | 12 | $499 | 0.0% | $41.58 | $40.10 | +2.7% | Stock | 20602D101 |
| BHF | BRIGHTHOUSE FINL INC COM | 7 | $454 | 0.0% | $64.86 | $58.76 | +10.3% | Stock | 10922N103 |
| UAL | UNITED AIRLS HLDGS INC COM | 3 | $335 | 0.0% | $111.67 | $101.05 | +10.7% | Stock | 910047109 |
| GIL | GILDAN ACTIVEWEAR INC COM | 5 | $312 | 0.0% | $62.40 | $59.45 | +5.1% | Stock | 375916103 |
| — | ALLIANCEBERNSTEIN GLOBAL HIGH COM | 3 | $32 | 0.0% | $10.67 | $10.67 | — | CEF | 01879R106 |
| SNDL | SNDL INC COM | 12 | $20 | 0.0% | $1.67 | $2.01 | -17.3% | Stock | 83307B101 |
| OBE | OBSIDIAN ENERGY LTD COM | 3 | $18 | 0.0% | $6.00 * | $6.05 | +1.3% | Stock | 674482203 |