Location: Tulsa, OK
CIK: 0001962695 · Show all filings
Period: Q2 2026 (← Previous) (Next →)
Filing Date: Jul 13, 2026
Total Value: $234M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | 1,302,906 | $21.76M | 9.3% | $16.70 * | $82.81 | +4.0% | ETF | 922908736 |
| AAPL | APPLE INC COM | 60,934 | $17.63M | 7.5% | $289.36 | $151.33 | +91.2% | Stock | 037833100 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 825,883 | $16.1M | 6.9% | $19.50 * | $350.32 | +5.6% | ETF | 922908769 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 568,514 | $14.12M | 6.0% | $24.84 * | $107.91 | +10.8% | ETF | 92204A702 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 214,557 | $10.57M | 4.5% | $49.28 | $32.92 | +49.7% | ETF | 14020W106 |
| VTV | VANGUARD VALUE ETF | 210,942 | $9.332M | 4.0% | $44.24 * | $194.85 | +11.8% | ETF | 922908744 |
| NVDA | NVIDIA CORPORATION COM | 44,753 | $8.955M | 3.8% | $200.09 | $101.80 | +96.6% | Stock | 67066G104 |
| CGGR | CAPITAL GROUP GROWTH ETF | 164,137 | $7.747M | 3.3% | $47.20 | $32.86 | +43.6% | ETF | 14020G101 |
| AMZN | AMAZON COM INC COM | 26,456 | $6.306M | 2.7% | $238.34 | $102.14 | +133.3% | Stock | 023135106 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 128,717 | $4.456M | 1.9% | $34.62 | $25.43 | +36.1% | ETF | 14019W109 |
| AVGO | BROADCOM INC COM | 11,198 | $4.23M | 1.8% | $377.75 | $160.05 | +136.0% | Stock | 11135F101 |
| GOOGL | ALPHABET INC CAP STK CL A | 11,248 | $4.02M | 1.7% | $357.36 | $118.78 | +200.9% | Stock | 02079K305 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 120,445 | $3.819M | 1.6% | $31.71 | $27.11 | +17.0% | ETF | 808524797 |
| OKE | ONEOK INC NEW COM | 106,793 | $3.808M | 1.6% | $35.66 * | $75.80 | +14.7% | Stock | 682680103 |
| MGV | VANGUARD MEGA CAP VALUE ETF | 21,665 | $3.541M | 1.5% | $163.45 | $148.64 | +10.0% | ETF | 921910840 |
| DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 40,666 | $3.348M | 1.4% | $82.34 | $63.44 | +29.8% | ETF | 25434V500 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 79,403 | $3.275M | 1.4% | $41.25 | $38.80 | +6.3% | ETF | 25434V203 |
| LNT | ALLIANT ENERGY CORP COM | 40,238 | $3.07M | 1.3% | $76.29 | $56.38 | +35.3% | Stock | 018802108 |
| MSFT | MICROSOFT CORP COM | 8,203 | $3.06M | 1.3% | $373.03 | $291.94 | +27.8% | Stock | 594918104 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | 68,298 | $3.038M | 1.3% | $44.48 | $24.42 | +82.1% | ETF | 14020V108 |
| SPY | STATE STREET SPDR S&P 500 ETF | 3,935 | $2.938M | 1.3% | $746.68 | $413.48 | +80.6% | ETF | 78462F103 |
| LLY | ELI LILLY & CO COM | 2,388 | $2.865M | 1.2% | $1199.54 | $485.57 | +147.0% | Stock | 532457108 |
| AAON | AAON INC COM PAR $0.004 | 17,903 | $2.271M | 1.0% | $126.86 | $51.61 | +145.8% | Stock | 000360206 |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 49,092 | $2.178M | 0.9% | $44.36 | $24.32 | +82.4% | ETF | 25434V708 |
| DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 31,036 | $2.169M | 0.9% | $69.90 | $53.43 | +30.8% | ETF | 25434V609 |
| CAT | CATERPILLAR INC COM | 1,942 | $2.068M | 0.9% | $1064.90 | $262.28 | +306.0% | Stock | 149123101 |
| AXP | AMERICAN EXPRESS CO COM | 5,634 | $1.906M | 0.8% | $338.25 | $224.09 | +50.9% | Stock | 025816109 |
| JPM | JPMORGAN CHASE & CO COM | 5,795 | $1.897M | 0.8% | $327.33 | $137.41 | +138.2% | Stock | 46625H100 |
| VV | VANGUARD LARGE-CAP ETF | 5,348 | $1.839M | 0.8% | $343.90 | $178.04 | +93.2% | ETF | 922908637 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | 34,683 | $1.793M | 0.8% | $51.69 | $28.02 | +84.5% | ETF | 25434V104 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 11,615 | $1.723M | 0.7% | $148.31 | $101.00 | +46.8% | ETF | 464287804 |
| COST | COSTCO WHOLESALE CORPORATION COM | 1,812 | $1.695M | 0.7% | $935.30 | $498.80 | +87.5% | Stock | 22160K105 |
| DELL | DELL TECHNOLOGIES INC CL C | 3,742 | $1.615M | 0.7% | $431.46 | $111.14 | +288.2% | Stock | 24703L202 |
| GS | GOLDMAN SACHS GROUP INC COM | 1,576 | $1.594M | 0.7% | $1011.49 | $430.13 | +135.1% | Stock | 38141G104 |
| VOO | VANGUARD S&P 500 ETF | 180,629 | $1.593M | 0.7% | $8.82 * | $663.51 | +3.5% | ETF | 922908363 |
| GOOG | ALPHABET INC CAP STK CL C | 4,490 | $1.586M | 0.7% | $353.29 | $100.60 | +251.2% | Stock | 02079K107 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 7,494 | $1.388M | 0.6% | $185.23 | $95.23 | +94.5% | ETF | 81369Y704 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | 3,389 | $1.344M | 0.6% | $396.65 | $235.86 | +68.2% | ETF | 92204A108 |
| WMT | WALMART INC COM | 11,853 | $1.342M | 0.6% | $113.26 | $77.28 | +46.6% | Stock | 931142103 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | 9,509 | $1.3M | 0.6% | $136.71 | $136.71 | — | Stock | 30233Q108 |
| AMD | ADVANCED MICRO DEVICES INC COM | 2,229 | $1.295M | 0.6% | $580.91 | $124.59 | +366.3% | Stock | 007903107 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 4,580 | $1.288M | 0.6% | $281.21 | $170.80 | +64.6% | Stock | 459200101 |
| MCD | MCDONALDS CORP COM | 4,729 | $1.278M | 0.5% | $270.31 | $258.69 | +4.5% | Stock | 580135101 |
| KO | COCA COLA CO COM | 14,563 | $1.184M | 0.5% | $81.27 | $61.15 | +32.9% | Stock | 191216100 |
| CASY | CASEYS GEN STORES INC COM | 1,481 | $1.177M | 0.5% | $794.97 | $219.37 | +262.3% | Stock | 147528103 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 2,340 | $1.171M | 0.5% | $500.39 | $377.59 | +32.5% | Stock | 084670702 |
| META | META PLATFORMS INC CL A | 2,064 | $1.163M | 0.5% | $563.29 | $313.99 | +79.4% | Stock | 30303M102 |
| V | VISA INC COM CL A | 3,142 | $1.078M | 0.5% | $343.10 | $219.83 | +56.1% | Stock | 92826C839 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | 56,246 | $1.075M | 0.5% | $19.12 | $12.04 | — | Stock | 29273V100 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 9,107 | $1.063M | 0.5% | $116.67 | $91.99 | +26.8% | Stock | 69608A108 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 27,442 | $1.009M | 0.4% | $36.76 | $26.47 | — | Stock | 293792107 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | 22,689 | $960K | 0.4% | $42.33 | $23.55 | +79.7% | ETF | 14020X104 |
| RTX | RTX CORPORATION COM | 4,848 | $920K | 0.4% | $189.71 | $93.62 | +102.7% | Stock | 75513E101 |
| VHT | VANGUARD HEALTH CARE ETF | 3,019 | $903K | 0.4% | $299.04 | $241.96 | +23.6% | ETF | 92204A504 |
| PG | PROCTER & GAMBLE CO COM | 5,335 | $782K | 0.3% | $146.64 | $141.27 | +3.8% | Stock | 742718109 |
| TXN | TEXAS INSTRS INC COM | 2,621 | $781K | 0.3% | $298.07 | $164.33 | +81.4% | Stock | 882508104 |
| CVX | CHEVRON CORPORATION COM | 4,605 | $763K | 0.3% | $165.78 | $148.90 | +11.3% | Stock | 166764100 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | 8,157 | $735K | 0.3% | $90.10 | $45.09 | +99.8% | ETF | 46137V241 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 4,801 | $703K | 0.3% | $146.40 | $95.05 | +54.0% | ETF | 464287481 |
| LMT | LOCKHEED MARTIN CORP COM | 1,349 | $687K | 0.3% | $509.46 | $436.17 | +16.8% | Stock | 539830109 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 105,562 | $671K | 0.3% | $6.35 * | $497.62 | +5.0% | ETF | 78467X109 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | 4,132 | $648K | 0.3% | $156.94 | $85.42 | +83.7% | ETF | 922042742 |
| TJX | TJX COS INC NEW COM | 4,003 | $606K | 0.3% | $151.50 | $89.35 | +69.5% | Stock | 872540109 |
| UNH | UNITEDHEALTH GROUP INC COM | 1,369 | $569K | 0.2% | $415.63 | $396.00 | +5.0% | Stock | 91324P102 |
| TSLA | TESLA INC COM | 1,325 | $557K | 0.2% | $420.60 | $403.04 | +4.4% | Stock | 88160R101 |
| VXF | VANGUARD EXTENDED MARKET ETF | 2,179 | $537K | 0.2% | $246.23 | $148.70 | +65.6% | ETF | 922908652 |
| VIS | VANGUARD INDUSTRIALS ETF | 1,476 | $532K | 0.2% | $360.39 | $210.86 | +70.9% | ETF | 92204A603 |
| LIN | LINDE PLC SHS | 1,000 | $519K | 0.2% | $518.94 | $393.22 | +32.0% | Stock | G54950103 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | 6,835 | $512K | 0.2% | $74.90 | $62.04 | +20.7% | ETF | 46138E354 |
| ABBV | ABBVIE INC COM | 1,884 | $474K | 0.2% | $251.70 | $221.04 | +13.8% | Stock | 00287Y109 |
| GLW | CORNING INC COM | 1,828 | $467K | 0.2% | $255.43 | $85.98 | +197.1% | Stock | 219350105 |
| HD | HOME DEPOT INC COM | 1,281 | $452K | 0.2% | $352.58 | $286.91 | +22.9% | Stock | 437076102 |
| MRK | MERCK & CO INC COM | 3,473 | $446K | 0.2% | $128.52 | $97.55 | +31.7% | Stock | 58933Y105 |
| NFLX | NETFLIX INC. COM | 6,062 | $433K | 0.2% | $71.40 | $102.95 | -30.6% | Stock | 64110L106 |
| JNJ | JOHNSON & JOHNSON COM | 1,541 | $391K | 0.2% | $253.97 | $156.15 | +62.6% | Stock | 478160104 |
| VB | VANGUARD SMALL-CAP ETF | 1,289 | $391K | 0.2% | $303.17 | $188.97 | +60.4% | ETF | 922908751 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 365,939 | $382K | 0.2% | $1.04 * | $156.09 | +1.2% | ETF | 921946406 |
| QQQ | INVESCO QQQ TRUST SERIES I | 517 | $381K | 0.2% | $736.64 | $366.25 | +101.1% | ETF | 46090E103 |
| IEFA | ISHARES CORE MSCI EAFE ETF | 3,904 | $377K | 0.2% | $96.59 | $63.64 | +51.8% | ETF | 46432F842 |
| VO | VANGUARD MID-CAP ETF | 4,616 | $372K | 0.2% | $80.57 | $70.55 | +14.2% | ETF | 922908629 |
| C | CITIGROUP INC COM NEW | 2,585 | $362K | 0.2% | $139.96 | $72.29 | +93.6% | Stock | 172967424 |
| HP | HELMERICH & PAYNE INC COM | 11,000 | $360K | 0.2% | $32.74 | $47.07 | -30.4% | Stock | 423452101 |
| CSCO | CISCO SYS INC COM | 3,005 | $353K | 0.2% | $117.46 | $47.72 | +146.2% | Stock | 17275R102 |
| WMB | WILLIAMS COS INC COM | 4,722 | $351K | 0.2% | $74.34 | $63.70 | +16.7% | Stock | 969457100 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 1,735 | $331K | 0.1% | $190.52 | $107.47 | +77.3% | ETF | 81369Y803 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 2,700 | $321K | 0.1% | $118.99 | $57.28 | +107.7% | ETF | 78464A409 |
| SOXX | ISHARES SEMICONDUCTOR ETF | 501 | $321K | 0.1% | $640.76 | $229.04 | +179.8% | ETF | 464287523 |
| VTWO | VANGUARD RUSSELL 2000 ETF | 2,598 | $315K | 0.1% | $121.42 | $72.28 | +68.0% | ETF | 92206C664 |
| PFE | PFIZER INC COM | 13,050 | $314K | 0.1% | $24.08 | $26.47 | -9.0% | Stock | 717081103 |
| DVY | ISHARES SELECT DIVIDEND ETF | 188,213 | $290K | 0.1% | $1.54 * | $153.71 | +1.7% | ETF | 464287168 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | 3,474 | $285K | 0.1% | $81.93 | $60.29 | +35.9% | ETF | 25434V401 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 2,399 | $281K | 0.1% | $117.27 | $94.15 | +24.6% | ETF | 81369Y407 |
| AMAT | APPLIED MATLS INC COM | 380 | $275K | 0.1% | $723.00 | $239.49 | +201.9% | Stock | 038222105 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 1,984 | $246K | 0.1% | $124.20 | $111.76 | +11.1% | ETF | 464287614 |
| SCHW | SCHWAB CHARLES CORP COM | 2,599 | $240K | 0.1% | $92.28 | $67.81 | +36.1% | Stock | 808513105 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | 1,300 | $239K | 0.1% | $183.95 | $138.19 | +33.1% | ETF | 92204A884 |
| NEE | NEXTERA ENERGY INC COM | 2,452 | $215K | 0.1% | $87.77 | $82.85 | +5.9% | Stock | 65339F101 |
| PB | PROSPERITY BANCSHARES INC COM | 2,872 | $210K | 0.1% | $73.03 | $67.02 | +9.0% | Stock | 743606105 |
| MA | MASTERCARD INCORPORATED CL A | 404 | $207K | 0.1% | $513.60 | $452.08 | +13.6% | Stock | 57636Q104 |
| SNOW | SNOWFLAKE INC COM SHS | 786 | $200K | 0.1% | $254.50 | $242.81 | +4.8% | Stock | 833445109 |
| GEV | GE VERNOVA INC COM | 169 | $199K | 0.1% | $1174.86 | $625.24 | +87.9% | Stock | 36828A101 |
| KLAC | KLA CORP COM NEW | 658 | $199K | 0.1% | $301.70 | $1468.73 | -79.5% | Stock | 482480100 |
| GE | GE AEROSPACE COM NEW | 530 | $198K | 0.1% | $373.73 | $300.80 | +24.2% | Stock | 369604301 |
| DVN | DEVON ENERGY CORP NEW COM | 4,778 | $197K | 0.1% | $41.32 | $44.52 | -7.2% | Stock | 25179M103 |
| ORCL | ORACLE CORP COM | 1,229 | $180K | 0.1% | $146.55 | $157.03 | -6.7% | Stock | 68389X105 |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | 7,959 | $177K | 0.1% | $22.29 | $22.74 | -2.0% | ETF | 14020Y102 |
| VCRB | VANGUARD CORE BOND ETF | 2,286 | $177K | 0.1% | $77.23 | $78.35 | -1.4% | ETF | 922020748 |
| IWR | ISHARES RUSSELL MIDCAP ETF | 1,596 | $176K | 0.1% | $110.33 | $71.04 | +55.3% | ETF | 464287499 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 1,993 | $170K | 0.1% | $85.49 | $75.57 | +13.1% | ETF | 921909768 |
| UNP | UNION PAC CORP COM | 611 | $166K | 0.1% | $272.09 | $231.36 | +17.6% | Stock | 907818108 |
| — | CORNING INC COM | 600 | $153K | 0.1% | $255.43 | $255.43 | — | Option | 99QBCS8U8 |
| DAL | DELTA AIR LINES INC COM NEW | 1,575 | $148K | 0.1% | $93.66 | $62.45 | +50.0% | Stock | 247361702 |
| VOT | VANGUARD MID-CAP GROWTH ETF | 475 | $145K | 0.1% | $306.30 | $286.20 | +7.0% | ETF | 922908538 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 4,905 | $144K | 0.1% | $29.43 | $26.71 | +10.2% | ETF | 808524201 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | 2,804 | $143K | 0.1% | $50.85 | $48.19 | +5.5% | ETF | 46138E362 |
| VDE | VANGUARD ENERGY ETF | 898 | $135K | 0.1% | $150.08 | $121.50 | +23.6% | ETF | 92204A306 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | 269 | $128K | 0.1% | $477.63 | $296.82 | +60.9% | ADR | 874039100 |
| IWM | ISHARES RUSSELL 2000 ETF | 423 | $127K | 0.1% | $300.45 | $245.85 | +22.2% | ETF | 464287655 |
| BMO | BANK MONTREAL MEDIUM COM | 700 | $124K | 0.1% | $176.70 | $126.63 | +39.5% | Stock | 063671101 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 1,708 | $122K | 0.1% | $71.25 | $61.26 | +16.3% | ETF | 921943858 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 1,050 | $115K | 0.0% | $109.07 | $111.18 | -1.9% | ETF | 464287242 |
| T | AT&T INC COM | 5,475 | $113K | 0.0% | $20.70 | $25.69 | -19.4% | Stock | 00206R102 |
| — | BROADCOM INC COM | 300 | $113K | 0.0% | $377.75 | $377.75 | — | Option | 99QBCGDKI |
| PEP | PEPSICO INC COM | 832 | $113K | 0.0% | $135.40 | $145.91 | -7.2% | Stock | 713448108 |
| — | WILLIAMS COS INC COM | 1,500 | $112K | 0.0% | $74.34 | $74.34 | — | Option | 99QA7WYXC |
| AEP | AMERICAN ELEC PWR CO INC COM | 802 | $110K | 0.0% | $136.81 | $117.70 | +16.2% | Stock | 025537101 |
| EFA | ISHARES MSCI EAFE ETF | 1,023 | $106K | 0.0% | $103.88 | $94.85 | +9.5% | ETF | 464287465 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 132 | $101K | 0.0% | $763.14 | $500.80 | +52.4% | Stock | 22788C105 |
| CLX | CLOROX CO DEL COM | 975 | $93,054 | 0.0% | $95.44 | $113.07 | -15.6% | Stock | 189054109 |
| TRP | TC ENERGY CORP COM | 1,400 | $92,689 | 0.0% | $66.21 | $53.35 | +24.2% | Stock | 87807B107 |
| VOE | VANGUARD MID-CAP VALUE ETF | 430 | $84,968 | 0.0% | $197.60 | $175.01 | +12.9% | ETF | 922908512 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 2,279 | $84,369 | 0.0% | $37.02 | $37.42 | -1.1% | ETF | 46435U853 |
| PM | PHILIP MORRIS INTL INC COM | 460 | $83,261 | 0.0% | $181.00 | $153.57 | +17.8% | Stock | 718172109 |
| MU | MICRON TECHNOLOGY INC COM | 72 | $83,110 | 0.0% | $1154.31 | $229.35 | +403.3% | Stock | 595112103 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 504 | $82,958 | 0.0% | $164.60 | $139.81 | +17.7% | ETF | 464287473 |
| BAC | BANK OF AMER CORP COM | 1,393 | $79,345 | 0.0% | $56.96 | $52.67 | +8.2% | Stock | 060505104 |
| ALL | ALLSTATE CORP COM | 328 | $78,044 | 0.0% | $237.94 | $204.09 | +16.6% | Stock | 020002101 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 1,390 | $73,823 | 0.0% | $53.11 | $45.19 | +17.5% | ETF | 81369Y506 |
| BWA | BORGWARNER INC COM | 1,108 | $73,550 | 0.0% | $66.38 | $43.69 | +52.0% | Stock | 099724106 |
| BK | BANK OF NY MELLON CORP COM | 500 | $72,305 | 0.0% | $144.61 * | $110.50 | +25.9% | Stock | 064058100 |
| BOKF | BOK FINL CORP COM NEW | 500 | $69,440 | 0.0% | $138.88 | $111.30 | +24.8% | Stock | 05561Q201 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 1,200 | $69,144 | 0.0% | $57.62 | $47.53 | +21.2% | Stock | 110122108 |
| SO | SOUTHERN CO COM | 722 | $69,103 | 0.0% | $95.71 | $90.89 | +5.3% | Stock | 842587107 |
| CB | CHUBB LIMITED COM | 200 | $68,148 | 0.0% | $340.74 | $292.40 | +16.5% | Stock | H1467J104 |
| FTNT | FORTINET INC COM | 429 | $65,903 | 0.0% | $153.62 | $82.94 | +85.2% | Stock | 34959E109 |
| KMB | KIMBERLY-CLARK CORP COM | 600 | $65,862 | 0.0% | $109.77 | $108.41 | +1.3% | Stock | 494368103 |
| — | EATON VANCE TAX-MANAGED BUY- COM | 4,400 | $65,472 | 0.0% | $14.88 | $14.36 | — | CEF | 27828Y108 |
| BA | BOEING CO COM | 300 | $64,941 | 0.0% | $216.47 | $205.66 | +5.3% | Stock | 097023105 |
| FDX | FEDEX CORP COM | 205 | $64,192 | 0.0% | $313.13 | $261.56 | +19.7% | Stock | 31428X106 |
| BLK | BLACKROCK INC COM | 66 | $63,463 | 0.0% | $961.56 | $1077.67 | -10.8% | Stock | 09290D101 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 1,132 | $60,687 | 0.0% | $53.61 | $53.28 | +0.6% | ETF | 81369Y605 |
| USB | US BANCORP COM NEW | 1,000 | $60,400 | 0.0% | $60.40 | $48.72 | +24.0% | Stock | 902973304 |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | 2,188 | $59,798 | 0.0% | $27.33 | $27.71 | -1.4% | ETF | 14020Y300 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | 200 | $58,636 | 0.0% | $293.18 | $251.65 | +16.5% | Stock | 009158106 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 1,580 | $58,207 | 0.0% | $36.84 | $31.90 | +15.5% | ETF | 25434V880 |
| BKLN | INVESCO SENIOR LOAN ETF | 2,846 | $57,973 | 0.0% | $20.37 | $20.88 | -2.4% | ETF | 46138G508 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 576 | $55,549 | 0.0% | $96.44 | $96.08 | +0.4% | ETF | 464288281 |
| CMI | CUMMINS INC COM | 77 | $54,698 | 0.0% | $710.36 | $468.83 | +52.1% | Stock | 231021106 |
| DHR | DANAHER CORP DEL COM | 284 | $54,096 | 0.0% | $190.48 | $219.54 | -13.2% | Stock | 235851102 |
| UL | UNILEVER PLC SPON ADR NEW | 888 | $53,387 | 0.0% | $60.12 | $67.26 | -10.6% | ADR | 904767803 |
| SBUX | STARBUCKS CORP COM | 520 | $53,139 | 0.0% | $102.19 | $84.06 | +21.6% | Stock | 855244109 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 330 | $52,331 | 0.0% | $158.58 | $149.77 | +5.9% | ETF | 81369Y209 |
| NTRS | NORTHERN TR CORP COM | 300 | $52,152 | 0.0% | $173.84 | $130.74 | +33.0% | Stock | 665859104 |
| ANET | ARISTA NETWORKS INC COM SHS | 305 | $51,813 | 0.0% | $169.88 | $137.66 | +23.4% | Stock | 040413205 |
| CTVA | CORTEVA INC COM | 595 | $50,391 | 0.0% | $84.69 | $64.54 | +31.2% | Stock | 22052L104 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | 1,000 | $49,860 | 0.0% | $49.86 | $81.87 | -39.1% | Stock | 50077B207 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 221 | $49,570 | 0.0% | $224.30 | $264.83 | -15.4% | Stock | 053015103 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | 2,418 | $49,545 | 0.0% | $20.49 | $16.67 | +22.9% | ETF | 464288224 |
| ABT | ABBOTT LABORATORIES COM | 536 | $48,637 | 0.0% | $90.74 | $127.30 | -28.7% | Stock | 002824100 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 205 | $48,407 | 0.0% | $236.13 | $218.49 | +8.3% | ETF | 921908844 |
| CNP | CENTERPOINT ENERGY INC COM | 1,058 | $46,602 | 0.0% | $44.05 | $38.86 | +13.3% | Stock | 15189T107 |
| DIS | DISNEY WALT CO COM | 421 | $40,521 | 0.0% | $96.25 | $109.53 | -12.1% | Stock | 254687106 |
| TEL | TE CONNECTIVITY PLC ORD SHS | 200 | $40,322 | 0.0% | $201.61 | $231.27 | -12.8% | Stock | G87052109 |
| EOG | EOG RES INC COM | 307 | $39,859 | 0.0% | $129.83 | $107.22 | +21.0% | Stock | 26875P101 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 99 | $39,370 | 0.0% | $397.68 | $490.69 | -19.0% | Stock | 46120E602 |
| TRGP | TARGA RES CORP COM | 146 | $39,148 | 0.0% | $268.14 | $168.08 | +59.5% | Stock | 87612G101 |
| LRCX | LAM RESEARCH CORP COM NEW | 90 | $39,000 | 0.0% | $433.33 | $155.36 | +178.9% | Stock | 512807306 |
| MO | ALTRIA GROUP INC COM | 541 | $38,925 | 0.0% | $71.95 | $59.36 | +21.2% | Stock | 02209S103 |
| IOO | ISHARES GLOBAL 100 ETF | 276 | $37,702 | 0.0% | $136.60 | $124.34 | +9.9% | ETF | 464287572 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | 455 | $36,473 | 0.0% | $80.16 | $76.23 | +5.2% | ETF | 09290C509 |
| AMGN | AMGEN INC COM | 100 | $36,212 | 0.0% | $362.12 | $315.95 | +14.6% | Stock | 031162100 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | 372 | $35,850 | 0.0% | $96.37 | $97.12 | -0.8% | ETF | 78468R622 |
| ILCB | ISHARES MORNINGSTAR U.S. EQUITY ETF | 340 | $35,241 | 0.0% | $103.65 | $93.65 | +10.7% | ETF | 464287127 |
| FFIN | FIRST FINL BANKSHARES INC COM | 989 | $34,219 | 0.0% | $34.60 | $31.36 | +10.3% | Stock | 32020R109 |
| FE | FIRSTENERGY CORP COM | 700 | $33,278 | 0.0% | $47.54 | $45.73 | +4.0% | Stock | 337932107 |
| DUK | DUKE ENERGY CORP NEW COM NEW | 260 | $32,962 | 0.0% | $126.78 | $121.57 | +4.1% | Stock | 26441C204 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | 243 | $32,961 | 0.0% | $135.64 | $135.64 | — | Stock | 26614N201 |
| MS | MORGAN STANLEY COM NEW | 154 | $32,192 | 0.0% | $209.04 | $166.47 | +25.6% | Stock | 617446448 |
| SBR | SABINE RTY TR UNIT BEN INT | 427 | $31,256 | 0.0% | $73.20 | $68.57 | — | Stock | 785688102 |
| CVS | CVS HEALTH CORP COM | 290 | $30,001 | 0.0% | $103.45 | $78.67 | +31.5% | Stock | 126650100 |
| CARR | CARRIER GLOBAL CORPORATION COM | 400 | $29,340 | 0.0% | $73.35 | $55.53 | +32.1% | Stock | 14448C104 |
| JCI | JOHNSON CTLS INTL PLC SHS | 200 | $29,222 | 0.0% | $146.11 | $114.81 | +27.3% | Stock | G51502105 |
| WEC | WEC ENERGY GROUP INC COM | 245 | $28,609 | 0.0% | $116.77 | $110.27 | +5.9% | Stock | 92939U106 |
| NXPI | NXP SEMICONDUCTORS N V COM | 100 | $28,103 | 0.0% | $281.03 | $213.68 | +31.5% | Stock | N6596X109 |
| INTC | INTEL CORP COM | 200 | $27,926 | 0.0% | $139.63 | $37.76 | +269.8% | Stock | 458140100 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | 171 | $27,926 | 0.0% | $163.31 | $106.22 | +53.7% | Stock | 74743L100 |
| F | FORD MTR CO COM | 2,000 | $27,800 | 0.0% | $13.90 | $12.83 | +8.3% | Stock | 345370860 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | 275 | $26,554 | 0.0% | $96.56 | $82.60 | +16.9% | ETF | 464288208 |
| FITB | FIFTH THIRD BANCORP COM | 453 | $25,536 | 0.0% | $56.37 | $43.65 | +29.1% | Stock | 316773100 |
| CAI | CARIS LIFE SCIENCES INC COM | 1,423 | $25,358 | 0.0% | $17.82 | $26.96 | -33.9% | Stock | 142152107 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 50 | $25,068 | 0.0% | $501.36 | $565.16 | -11.3% | Stock | 883556102 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | 57 | $24,945 | 0.0% | $437.63 | $305.03 | +43.5% | Stock | 88262P102 |
| COF | CAPITAL ONE FINL CORP COM | 124 | $24,877 | 0.0% | $200.62 | $222.19 | -9.7% | Stock | 14040H105 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | 484 | $24,602 | 0.0% | $50.83 | $44.19 | +15.0% | ETF | 81369Y100 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 25 | $24,125 | 0.0% | $965.00 | $258.92 | +272.7% | Stock | G7997R103 |
| MDLZ | MONDELEZ INTL INC CL A | 413 | $23,888 | 0.0% | $57.84 | $57.06 | +1.4% | Stock | 609207105 |
| OGE | OGE ENERGY CORP COM | 480 | $23,357 | 0.0% | $48.66 | $44.60 | +9.1% | Stock | 670837103 |
| AI | C3 AI INC CL A | 2,500 | $22,725 | 0.0% | $9.09 | $15.95 | -43.0% | Stock | 12468P104 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | 211 | $22,431 | 0.0% | $106.31 | $90.69 | +17.2% | ETF | 92206C714 |
| YUM | YUM BRANDS INC COM | 138 | $22,061 | 0.0% | $159.86 | $147.67 | +8.3% | Stock | 988498101 |
| RF | REGIONS FINANCIAL CORP NEW COM | 726 | $21,925 | 0.0% | $30.20 | $25.37 | +19.0% | Stock | 7591EP100 |
| AMT | AMERICAN TOWER CORP COM | 133 | $21,755 | 0.0% | $163.57 | $180.30 | — | REIT | 03027X100 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | 413 | $20,559 | 0.0% | $49.78 | $49.87 | -0.2% | ETF | 92203C303 |
| QDF | FLEXSHARES QUALITY DIVIDEND INDEX FUND | 225 | $20,232 | 0.0% | $89.92 | $80.16 | +12.2% | ETF | 33939L860 |
| PSX | PHILLIPS 66 COM | 119 | $20,128 | 0.0% | $169.14 | $134.01 | +26.1% | Stock | 718546104 |
| CMCSA | COMCAST CORP NEW CL A | 816 | $20,034 | 0.0% | $24.55 | $28.53 | -14.0% | Stock | 20030N101 |
| CEG | CONSTELLATION ENERGY CORP COM | 77 | $19,124 | 0.0% | $248.36 | $349.33 | -28.9% | Stock | 21037T109 |
| TT | TRANE TECHNOLOGIES PLC SHS | 37 | $18,173 | 0.0% | $491.16 | $413.59 | +18.8% | Stock | G8994E103 |
| PHIN | PHINIA INC COMMON STOCK | 212 | $17,462 | 0.0% | $82.37 | $55.12 | +49.4% | Stock | 71880K101 |
| GPC | GENUINE PARTS CO COM | 146 | $17,270 | 0.0% | $118.29 | $128.69 | -8.3% | Stock | 372460105 |
| HAL | HALLIBURTON CO COM | 500 | $16,975 | 0.0% | $33.95 | $26.29 | +29.1% | Stock | 406216101 |
| TTE | TOTALENERGIES SE ACT | 218 | $16,954 | 0.0% | $77.77 | $76.41 | +1.8% | Stock | F92124100 |
| IR | INGERSOLL RAND INC COM | 201 | $16,480 | 0.0% | $81.99 | $78.94 | +3.9% | Stock | 45687V106 |
| OGS | ONE GAS INC COM | 200 | $15,414 | 0.0% | $77.07 | $80.38 | -4.1% | Stock | 68235P108 |
| TFC | TRUIST FINL CORP COM | 300 | $14,946 | 0.0% | $49.82 | $45.80 | +8.8% | Stock | 89832Q109 |
| — | HANCOCK JOHN PFD INCOME FD III COM | 1,019 | $14,816 | 0.0% | $14.54 | $14.41 | — | CEF | 41021P103 |
| SCHP | SCHWAB US TIPS ETF | 550 | $14,575 | 0.0% | $26.50 | $26.82 | -1.2% | ETF | 808524870 |
| OTIS | OTIS WORLDWIDE CORP COM | 200 | $14,320 | 0.0% | $71.60 | $89.25 | -19.8% | Stock | 68902V107 |
| MP | MP MATERIALS CORP COM CL A | 252 | $14,115 | 0.0% | $56.01 | $63.41 | -11.7% | Stock | 553368101 |
| MDT | MEDTRONIC PLC SHS | 180 | $14,081 | 0.0% | $78.23 | $97.14 | -19.5% | Stock | G5960L103 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | 20 | $14,067 | 0.0% | $703.35 | $598.32 | +17.6% | ETF | 78467Y107 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | 120 | $13,702 | 0.0% | $114.18 | $160.56 | -28.9% | Stock | 82509L107 |
| APO | APOLLO GLOBAL MGMT INC COM | 115 | $13,606 | 0.0% | $118.31 | $132.57 | -10.8% | Stock | 03769M106 |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | 502 | $12,831 | 0.0% | $25.56 | $25.57 | -0.0% | ETF | 92189H300 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 150 | $12,426 | 0.0% | $82.84 | $67.09 | +23.5% | ETF | 46434G103 |
| FPWR | FIRST TRUST EIP POWER SOLUTIONS ETF | 325 | $12,190 | 0.0% | $37.51 | $33.59 | +11.7% | ETF | 33738D705 |
| DOW | DOW HLDGS INC COM | 442 | $12,093 | 0.0% | $27.36 | $22.78 | +20.1% | Stock | 260557103 |
| NTB | BANK OF N T BUTTERFIELD & SON SHS NEW | 200 | $11,900 | 0.0% | $59.50 | $46.08 | +29.1% | Stock | G0772R208 |
| SMH | VANECK SEMICONDUCTOR ETF | 18 | $11,806 | 0.0% | $655.89 | $350.87 | +86.9% | ETF | 92189F676 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | 400 | $11,732 | 0.0% | $29.33 | $41.17 | -28.8% | Stock | 86800U302 |
| ULTA | ULTA BEAUTY INC COM | 25 | $11,275 | 0.0% | $451.00 | $636.03 | -29.1% | Stock | 90384S303 |
| SYY | SYSCO CORP COM | 133 | $11,116 | 0.0% | $83.58 | $82.68 | +1.1% | Stock | 871829107 |
| WBD | WARNER BROS DISCOVERY INC COM SER A | 408 | $10,877 | 0.0% | $26.66 | $23.37 | +14.1% | Stock | 934423104 |
| LUV | SOUTHWEST AIRLS CO COM | 210 | $10,798 | 0.0% | $51.42 | $45.16 | +13.9% | Stock | 844741108 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | 86 | $10,587 | 0.0% | $123.10 | $156.20 | -21.2% | Stock | 45866F104 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 84 | $10,453 | 0.0% | $124.44 | $282.04 | -55.9% | Stock | G1151C101 |
| SOBO | SOUTH BOW CORP COM | 280 | $9,861 | 0.0% | $35.22 | $27.16 | +29.7% | Stock | 83671M105 |
| ECL | ECOLAB INC COM | 35 | $9,751 | 0.0% | $278.60 | $265.71 | +4.9% | Stock | 278865100 |
| WPC | WP CAREY INC COM | 135 | $9,653 | 0.0% | $71.50 | $64.36 | — | REIT | 92936U109 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 163 | $9,614 | 0.0% | $58.98 | $60.14 | -1.9% | ETF | 92206C706 |
| AN | AUTONATION INC COM | 50 | $9,290 | 0.0% | $185.80 | $208.03 | -10.7% | Stock | 05329W102 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | 200 | $9,022 | 0.0% | $45.11 | $23.44 | +92.5% | Stock | 42824C109 |
| CPB | THE CAMPBELLS COMPANY COM | 400 | $8,908 | 0.0% | $22.27 | $30.06 | -25.9% | Stock | 134429109 |
| BKR | BAKER HUGHES COMPANY CL A | 160 | $8,880 | 0.0% | $55.50 | $51.22 | +8.3% | Stock | 05722G100 |
| IYK | ISHARES U.S. CONSUMER STAPLES ETF | 120 | $8,719 | 0.0% | $72.66 | $67.88 | +7.0% | ETF | 464287812 |
| — | KAYNE ANDERSON ENERGY INFRSTR COM | 620 | $8,575 | 0.0% | $13.83 | $12.38 | — | CEF | 486606106 |
| STT | STATE STR CORP COM | 50 | $8,558 | 0.0% | $171.16 | $127.90 | +32.6% | Stock | 857477103 |
| LGLV | STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF | 47 | $8,529 | 0.0% | $181.47 | $175.41 | +3.5% | ETF | 78468R804 |
| BAX | BAXTER INTL INC COM | 400 | $8,528 | 0.0% | $21.32 | $20.00 | +6.6% | Stock | 071813109 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | 100 | $8,331 | 0.0% | $83.31 | $56.82 | +46.6% | ADR | 088606108 |
| KMI | KINDER MORGAN INC DEL COM | 260 | $8,312 | 0.0% | $31.97 | $26.91 | +18.8% | Stock | 49456B101 |
| AZN | ASTRAZENECA PLC ORD | 44 | $8,233 | 0.0% | $187.11 | $188.09 | +0.8% | ADR | G0593M107 |
| TIP | ISHARES TIPS BOND ETF | 75 | $8,207 | 0.0% | $109.43 | $110.93 | -1.4% | ETF | 464287176 |
| UPS | UNITED PARCEL SVCS INC CL B | 75 | $8,063 | 0.0% | $107.51 | $92.75 | +15.9% | Stock | 911312106 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 125 | $8,001 | 0.0% | $64.01 | $77.91 | -17.8% | Stock | 36266G107 |
| LULU | LULULEMON ATHLETICA INC COM | 70 | $7,993 | 0.0% | $114.19 | $181.15 | -37.0% | Stock | 550021109 |
| IUSV | ISHARES CORE S&P US VALUE ETF | 72 | $7,931 | 0.0% | $110.15 | $101.40 | +8.6% | ETF | 464287663 |
| COP | CONOCOPHILLIPS COM | 75 | $7,751 | 0.0% | $103.35 | $90.02 | +15.5% | Stock | 20825C104 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 151 | $7,745 | 0.0% | $51.29 | $52.08 | -1.5% | ETF | 464288620 |
| BITB | BITWISE BITCOIN ETF TRUST | 240 | $7,646 | 0.0% | $31.86 | $54.41 | -41.4% | ETF | 09174C104 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 25 | $7,296 | 0.0% | $291.84 | $277.05 | +4.9% | ETF | 464289438 |
| CLS | CELESTICA INC COM | 20 | $7,292 | 0.0% | $364.60 | $290.45 | +25.6% | Stock | 15101Q207 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | 84 | $6,940 | 0.0% | $82.62 | $78.41 | +5.4% | ETF | 921932505 |
| MET | METLIFE INC COM | 82 | $6,938 | 0.0% | $84.61 | $75.86 | +11.5% | Stock | 59156R108 |
| VZ | VERIZON COMMUNICATIONS INC COM | 150 | $6,351 | 0.0% | $42.34 | $37.19 | +13.9% | Stock | 92343V104 |
| XPO | XPO INC COM | 30 | $6,159 | 0.0% | $205.30 | $136.23 | +50.7% | Stock | 983793100 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | 70 | $6,049 | 0.0% | $86.41 | $89.41 | -3.3% | ETF | 464287432 |
| NOW | SERVICENOW INC COM | 60 | $5,957 | 0.0% | $99.28 | $171.54 | -42.1% | Stock | 81762P102 |
| ISCV | ISHARES MORNINGSTAR SMALL CAP VALUE ETF | 75 | $5,874 | 0.0% | $78.32 | $67.40 | +16.2% | ETF | 464288703 |
| VAW | VANGUARD MATERIALS ETF | 25 | $5,720 | 0.0% | $228.80 | $201.59 | +13.5% | ETF | 92204A801 |
| XEL | XCEL ENERGY INC COM | 71 | $5,701 | 0.0% | $80.30 | $78.29 | +2.6% | Stock | 98389B100 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 44 | $5,624 | 0.0% | $127.82 | $121.92 | +4.8% | ETF | 92206C680 |
| PNR | PENTAIR PLC SHS | 72 | $5,520 | 0.0% | $76.67 | $106.73 | -28.2% | Stock | G7S00T104 |
| WAY | WAYSTAR HLDG CORP COM | 250 | $5,133 | 0.0% | $20.53 | $35.62 | -42.4% | Stock | 946784105 |
| VFH | VANGUARD FINANCIALS ETF | 39 | $5,132 | 0.0% | $131.59 | $129.89 | +1.3% | ETF | 92204A405 |
| VDC | VANGUARD CONSUMER STAPLES ETF | 21 | $4,735 | 0.0% | $225.48 | $190.40 | +18.4% | ETF | 92204A207 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | 412 | $4,660 | 0.0% | $11.31 | $27.11 | -58.3% | Stock | 50155Q100 |
| WFC | WELLS FARGO & CO COM | 55 | $4,545 | 0.0% | $82.64 | $86.63 | -4.6% | Stock | 949746101 |
| BSX | BOSTON SCIENTIFIC CORP COM | 104 | $4,439 | 0.0% | $42.68 | $98.04 | -56.5% | Stock | 101137107 |
| — | EMPIRE PETE CORP COM | 1,651 | $4,423 | 0.0% | $2.68 | $3.04 | — | Stock | 292034204 |
| GNRC | GENERAC HLDGS INC COM | 15 | $4,392 | 0.0% | $292.80 | $161.36 | +81.5% | Stock | 368736104 |
| HPQ | HP INC COM | 200 | $4,388 | 0.0% | $21.94 | $25.25 | -13.1% | Stock | 40434L105 |
| IAU | ISHARES GOLD TRUST | 57 | $4,304 | 0.0% | $75.51 | $78.21 | -3.4% | ETF | 464285204 |
| CRM | SALESFORCE INC COM | 27 | $4,230 | 0.0% | $156.67 | $193.55 | -19.1% | Stock | 79466L302 |
| CRWV | COREWEAVE INC COM CL A | 40 | $3,982 | 0.0% | $99.55 | $86.79 | +14.7% | Stock | 21873S108 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | 29 | $3,828 | 0.0% | $132.00 | $119.96 | +10.2% | ETF | 921910733 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | 96 | $3,792 | 0.0% | $39.50 | $32.42 | +21.8% | Stock | 136385101 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | 43 | $3,727 | 0.0% | $86.67 | $73.60 | +17.7% | Stock | 13646K108 |
| CKX | CKX LDS INC COM | 339 | $3,665 | 0.0% | $10.81 | $10.18 | +6.2% | Stock | 12562N104 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 80 | $3,627 | 0.0% | $45.34 | $44.28 | +2.4% | ETF | 81369Y886 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 22 | $3,614 | 0.0% | $164.27 | $147.58 | +11.3% | ETF | 464287150 |
| EVRG | EVERGY INC COM | 41 | $3,544 | 0.0% | $86.44 | $75.45 | +14.5% | Stock | 30034W106 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | 200 | $3,484 | 0.0% | $17.42 | $16.19 | +7.5% | Stock | N5505D105 |
| SHEL | SHELL PLC SPON ADS | 45 | $3,471 | 0.0% | $77.13 | $73.66 | +5.3% | ADR | 780259305 |
| KGC | KINROSS GOLD CORP COM | 144 | $3,401 | 0.0% | $23.62 | $25.98 | -9.1% | Stock | 496902404 |
| SNX | TD SYNNEX CORPORATION COM | 12 | $3,208 | 0.0% | $267.33 | $152.83 | +74.9% | Stock | 87162W100 |
| MBB | ISHARES MBS ETF | 33 | $3,119 | 0.0% | $94.52 | $95.38 | -0.9% | ETF | 464288588 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 57 | $2,987 | 0.0% | $52.40 | $52.95 | -1.0% | ETF | 464288646 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 35 | $2,907 | 0.0% | $83.06 | $78.05 | +6.4% | ETF | 81369Y308 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 30 | $2,670 | 0.0% | $89.00 | $81.26 | +9.5% | ETF | 46435G326 |
| PVI | INVESCO FLOATING RATE MUNICIPAL INCOME ETF | 100 | $2,489 | 0.0% | $24.89 | $24.84 | +0.2% | ETF | 46138G862 |
| DOV | DOVER CORP COM | 10 | $2,243 | 0.0% | $224.30 | $181.83 | +23.3% | Stock | 260003108 |
| EXE | EXPAND ENERGY CORPORATION COM | 24 | $2,189 | 0.0% | $91.21 | $110.64 | -17.6% | Stock | 165167735 |
| VTHR | VANGUARD RUSSELL 3000 ETF | 6 | $1,989 | 0.0% | $331.50 | $298.17 | +11.2% | ETF | 92206C599 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 27 | $1,571 | 0.0% | $58.19 | $58.78 | -1.0% | ETF | 92206C102 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | 45 | $1,530 | 0.0% | $34.00 | $36.17 | -6.0% | Stock | 169656105 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | 27 | $1,490 | 0.0% | $55.19 | $56.90 | -3.0% | ETF | 92206C847 |
| RMIX | SUNCRETE INC COM SHS CL A | 60 | $1,352 | 0.0% | $22.53 | $16.83 | +33.9% | Stock | 86723E104 |
| WM | WASTE MGMT INC DEL COM | 6 | $1,337 | 0.0% | $222.83 | $212.55 | +4.9% | Stock | 94106L109 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 41 | $990 | 0.0% | $24.15 | $24.38 | -1.0% | ETF | 808524862 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | 24 | $864 | 0.0% | $36.00 | $33.68 | +6.9% | Stock | 925283103 |
| NVO | NOVO-NORDISK A S ADR | 16 | $767 | 0.0% | $47.94 | $51.14 | -6.3% | ADR | 670100205 |
| RACE | FERRARI N V COM | 2 | $742 | 0.0% | $371.00 | $400.15 | -7.0% | Stock | N3167Y103 |
| PINS | PINTEREST INC CL A | 35 | $736 | 0.0% | $21.03 | $28.79 | -27.0% | Stock | 72352L106 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | 36 | $696 | 0.0% | $19.33 | $15.91 | +21.5% | ADR | 980228308 |
| MERC | MERCER INTL INC COM | 755 | $498 | 0.0% | $0.66 | $2.11 | -68.7% | Stock | 588056101 |
| BHF | BRIGHTHOUSE FINL INC COM | 7 | $443 | 0.0% | $63.29 | $58.76 | +7.7% | Stock | 10922N103 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | 5 | $443 | 0.0% | $88.60 | $68.57 | +29.2% | Stock | 83443Q103 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | 3 | $427 | 0.0% | $142.33 | $224.96 | -36.8% | Stock | 16119P108 |
| VTRS | VIATRIS INC COM | 24 | $381 | 0.0% | $15.88 | $10.72 | +48.1% | Stock | 92556V106 |
| PYPL | PAYPAL HLDGS INC COM | 7 | $304 | 0.0% | $43.43 | $48.30 | -10.6% | Stock | 70450Y103 |
| CNXC | CONCENTRIX CORP COM | 12 | $269 | 0.0% | $22.42 | $40.10 | -44.1% | Stock | 20602D101 |
| GIL | GILDAN ACTIVEWEAR INC COM | 5 | $258 | 0.0% | $51.60 | $59.45 | -13.2% | Stock | 375916103 |
| FISV | FISERV INC COM | 5 | $245 | 0.0% | $49.00 | $83.87 | -41.5% | Stock | 337738108 |