CIK: 0001999925 · Show all filings
Period: Q1 2025 (← Previous) (Next →)
Filing Date: Apr 21, 2025
Total Value ($000): $642,709 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 141,089 | $31,340 | 4.9% | $182.91 | +26.2% | COM | 037833100 |
| XLK | SELECT SECTOR SPDR TR | 121,199 | $25,025 | 3.9% | $202.56 | — | TECHNOLOGY | 81369Y803 |
| MSFT | MICROSOFT CORP | 51,511 | $19,337 | 3.0% | $352.77 | +14.8% | COM | 594918104 |
| NVDA | NVIDIA CORPORATION | 138,002 | $14,957 | 2.3% | $95.71 | +32.4% | COM | 67066G104 |
| AMZN | AMAZON COM INC | 59,855 | $11,388 | 1.8% | $143.64 | +51.1% | COM | 023135106 |
| XLF | SELECT SECTOR SPDR TR | 220,711 | $10,994 | 1.7% | $38.92 | — | FINANCIAL | 81369Y605 |
| USIG | ISHARES TR | 212,570 | $10,858 | 1.7% | $51.17 | — | USD INV GRDE ETF | 464288620 |
| DGRO | ISHARES TR | 167,836 | $10,369 | 1.6% | $55.57 | — | CORE DIV GRWTH | 46434V621 |
| XLY | SELECT SECTOR SPDR TR | 49,801 | $9,834 | 1.5% | $183.78 | — | SBI CONS DISCR | 81369Y407 |
| XLV | SELECT SECTOR SPDR TR | 66,099 | $9,651 | 1.5% | $139.18 | — | SBI HEALTHCARE | 81369Y209 |
| QUAL | ISHARES TR | 54,885 | $9,379 | 1.5% | $154.66 | — | MSCI USA QLT FCT | 46432F339 |
| SHY | ISHARES TR | 110,532 | $9,144 | 1.4% | $82.71 | — | 1 3 YR TREAS BD | 464287457 |
| XLC | SELECT SECTOR SPDR TR | 89,628 | $8,645 | 1.3% | $75.67 | — | COMMUNICATION | 81369Y852 |
| ACWX | ISHARES TR | 152,929 | $8,480 | 1.3% | $54.05 | — | MSCI ACWI EX US | 464288240 |
| IEF | ISHARES TR | 88,790 | $8,468 | 1.3% | $96.06 | — | 7-10 YR TRSY BD | 464287440 |
| META | META PLATFORMS INC | 14,663 | $8,451 | 1.3% | $332.80 | +93.3% | CL A | 30303M102 |
| IDEV | ISHARES TR | 118,970 | $8,196 | 1.3% | $65.05 | — | CORE MSCI INTL | 46435G326 |
| IEI | ISHARES TR | 66,434 | $7,848 | 1.2% | $117.12 | — | 3 7 YR TREAS BD | 464288661 |
| XLI | SELECT SECTOR SPDR TR | 57,890 | $7,588 | 1.2% | $117.91 | — | SBI INT-INDS | 81369Y704 |
| IJR | ISHARES TR | 67,329 | $7,041 | 1.1% | $109.58 | — | CORE S&P SCP ETF | 464287804 |
| GOOGL | ALPHABET INC | 44,733 | $6,918 | 1.1% | $136.71 | +32.2% | CAP STK CL A | 02079K305 |
| VMBS | VANGUARD SCOTTSDALE FDS | 131,892 | $6,108 | 1.0% | $47.13 | — | MTG-BKD SECS ETF | 92206C771 |
| TLH | ISHARES TR | 58,562 | $6,076 | 0.9% | $102.51 | — | 10-20 YR TRS ETF | 464288653 |
| DBND | DOUBLELINE ETF TRUST | 130,313 | $6,017 | 0.9% | $48.74 | — | OPPORTUNISTIC BD | 25861R105 |
| JPM | JPMORGAN CHASE & CO | 24,448 | $5,997 | 0.9% | $146.64 | +71.1% | COM | 46625H100 |
| AVLV | AMERICAN CENTY ETF TR | 86,804 | $5,660 | 0.9% | $63.29 | — | US LARGE CAP VLU | 025072349 |
| DFAI | DIMENSIONAL ETF TRUST | 178,685 | $5,580 | 0.9% | $29.52 | — | INTL CORE EQT MK | 25434V203 |
| GOOG | ALPHABET INC | 35,519 | $5,549 | 0.9% | $139.05 | +31.2% | CAP STK CL C | 02079K107 |
| AVGO | AVAGO TECHNOLOGIES LTD | 32,763 | $5,485 | 0.9% | $151.59 | +38.4% | COM | 11135F101 |
| IQDG | WISDOMTREE TR | 148,538 | $5,300 | 0.8% | $37.05 | — | INTL QULTY DIV | 97717X131 |
| XLP | SELECT SECTOR SPDR TR | 63,825 | $5,213 | 0.8% | $74.15 | — | SBI CONS STPLS | 81369Y308 |
| LLY | ELI LILLY & CO | 6,146 | $5,076 | 0.8% | $580.60 | +42.4% | COM | 532457108 |
| MUB | ISHARES TR | 47,502 | $5,009 | 0.8% | $109.52 | — | NATIONAL MUN ETF | 464288414 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 8,948 | $4,765 | 0.7% | $357.60 | +35.9% | CL B NEW | 084670702 |
| XOM | EXXON MOBIL CORP | 34,951 | $4,157 | 0.6% | $103.79 | +3.3% | COM | 30231G102 |
| TSLA | TESLA INC | 15,521 | $4,023 | 0.6% | $241.37 | +38.1% | COM | 88160R101 |
| IWD | ISHARES TR | 20,249 | $3,810 | 0.6% | $172.21 | — | RUS 1000 VAL ETF | 464287598 |
| IVV | ISHARES TR | 6,756 | $3,796 | 0.6% | $507.12 | — | CORE S&P500 ETF | 464287200 |
| V | VISA INC | 10,766 | $3,773 | 0.6% | $243.25 | +38.3% | COM CL A | 92826C839 |
| XLE | SELECT SECTOR SPDR TR | 35,689 | $3,335 | 0.5% | $86.10 | — | ENERGY | 81369Y506 |
| IWF | ISHARES TR | 9,138 | $3,300 | 0.5% | $303.17 | — | RUS 1000 GRW WTF | 464287614 |
| BLK | BLACKROCK INC | 3,478 | $3,292 | 0.5% | $990.18 | -2.9% | COM | 09290D101 |
| OUSM | ALPS ETF TR | 78,292 | $3,290 | 0.5% | $41.53 | — | OSHARES US SMLCP | 00162Q395 |
| NFLX | NETFLIX INC | 3,493 | $3,257 | 0.5% | $45.36 | +109.6% | COM | 64110L106 |
| SHV | ISHARES TR | 29,311 | $3,238 | 0.5% | $109.47 | — | SHORT TREAS BD | 464288679 |
| COST | COSTCO WHSL CORP NEW | 3,355 | $3,173 | 0.5% | $585.68 | +65.7% | COM | 22160K105 |
| AVUV | AMERICAN CENTY ETF TR | 34,759 | $3,030 | 0.5% | $97.94 | — | US SML CP VALU | 025072877 |
| JNJ | JOHNSON & JOHNSON | 18,216 | $3,021 | 0.5% | $146.59 | +4.0% | COM | 478160104 |
| T | AT&T INC | 100,845 | $2,852 | 0.4% | $14.37 | +69.4% | COM | 00206R102 |
| RTX | RAYTHEON TECHNOLOGIES CORP | 21,423 | $2,838 | 0.4% | $76.15 | +63.8% | COM | 75513E101 |
| VGT | VANGUARD WORLD FDS | 5,160 | $2,798 | 0.4% | $506.60 | — | INF TECH ETF | 92204A702 |
| UNH | UNITEDHEALTH GROUP INC | 5,219 | $2,733 | 0.4% | $513.40 | -2.7% | COM | 91324P102 |
| EDIV | SPDR INDEX SHS FDS | 76,486 | $2,731 | 0.4% | $33.58 | — | S&P EM MKT DIV | 78463X533 |
| XSOE | WISDOMTREE TR | 87,111 | $2,689 | 0.4% | $29.69 | — | EM EX ST-OWNED | 97717X578 |
| QEMM | SPDR INDEX SHS FDS | 46,193 | $2,664 | 0.4% | $58.61 | — | MSCI EMRG MKTS | 78463X426 |
| GE | GENERAL ELECTRIC CO | 13,128 | $2,628 | 0.4% | $97.82 | +100.1% | COM NEW | 369604301 |
| IJH | ISHARES TR | 44,404 | $2,591 | 0.4% | $97.73 | — | CORE S&P MCP ETF | 464287507 |
| MA | MASTERCARD INCORPORATED | 4,708 | $2,580 | 0.4% | $402.34 | +34.7% | CL A | 57636Q104 |
| CRM | SALESFORCE INC | 9,416 | $2,527 | 0.4% | $231.88 | +33.3% | COM | 79466L302 |
| REGL | PROSHARES TR | 30,167 | $2,433 | 0.4% | $76.03 | — | S&P MDCP 400 DIV | 74347B680 |
| LMT | LOCKHEED MARTIN CORP | 5,360 | $2,394 | 0.4% | $451.03 | -0.6% | COM | 539830109 |
| HD | HOME DEPOT INC | 6,524 | $2,391 | 0.4% | $307.00 | +24.0% | COM | 437076102 |
| USFR | WISDOMTREE TR | 47,395 | $2,385 | 0.4% | $50.31 | — | FLOATNG RAT TREA | 97717Y527 |
| WMT | WALMART INC | 26,899 | $2,361 | 0.4% | $57.53 | +61.6% | COM | 931142103 |
| ABBV | ABBVIE INC | 11,195 | $2,345 | 0.4% | $146.14 | +29.6% | COM | 00287Y109 |
| SMLF | ISHARES TR | 36,424 | $2,264 | 0.4% | $60.80 | — | US SML CAP EQT | 46434V290 |
| XSVM | INVESCO EXCHANGE TRADED FD T | 44,679 | $2,243 | 0.3% | $54.73 | — | S&P SMCP VLU MNT | 46137V480 |
| AVMV | AMERICAN CENTY ETF TR | 35,516 | $2,182 | 0.3% | $62.46 | — | AVANTIS US MID C | 025072133 |
| CALF | PACER FDS TR | 56,920 | $2,134 | 0.3% | $46.17 | — | PACER US SMALL | 69374H857 |
| CVX | CHEVRON CORP NEW | 12,744 | $2,132 | 0.3% | $140.35 | +7.2% | COM | 166764100 |
| SUB | ISHARES TR | 20,135 | $2,126 | 0.3% | $105.47 | — | SHRT NAT MUN ETF | 464288158 |
| VZ | VERIZON COMMUNICATIONS INC | 46,270 | $2,099 | 0.3% | $32.27 | +22.7% | COM | 92343V104 |
| XLU | SELECT SECTOR SPDR TR | 26,450 | $2,086 | 0.3% | $66.58 | — | SBI INT-UTILS | 81369Y886 |
| SHM | SPDR SER TR | 43,320 | $2,062 | 0.3% | $47.36 | — | NUVEEN BLMBRG SH | 78468R739 |
| BMY | BRISTOL-MYERS SQUIBB CO | 33,476 | $2,042 | 0.3% | $42.56 | +30.3% | COM | 110122108 |
| SMMU | PIMCO ETF TR | 39,717 | $1,987 | 0.3% | $58.59 | — | SHTRM MUN BD ACT | 72201R874 |
| CMCSA | COMCAST CORP NEW | 53,647 | $1,980 | 0.3% | $39.99 | -12.4% | CL A | 20030N101 |
| CVS | CVS HEALTH CORP | 29,187 | $1,977 | 0.3% | $63.49 | -8.7% | COM | 126650100 |
| BK | BANK NEW YORK MELLON CORP | 23,214 | $1,947 | 0.3% | $44.11 | +87.2% | COM | 064058100 |
| DIS | DISNEY WALT CO | 19,581 | $1,933 | 0.3% | $87.44 | +21.6% | COM | 254687106 |
| XLRE | SELECT SECTOR SPDR TR | 45,225 | $1,893 | 0.3% | $40.37 | — | RL EST SEL SEC | 81369Y860 |
| ETN | EATON CORP PLC | 6,910 | $1,878 | 0.3% | $215.55 | +43.1% | SHS | G29183103 |
| MGK | VANGUARD WORLD FD | 6,008 | $1,856 | 0.3% | $313.57 | — | MEGA GRWTH IND | 921910816 |
| QQQ | INVESCO QQQ TR | 3,930 | $1,843 | 0.3% | $479.50 | — | UNIT SER 1 | 46090E103 |
| BAC | BANK AMERICA CORP | 43,131 | $1,800 | 0.3% | $28.49 | +53.1% | COM | 060505104 |
| AMD | ADVANCED MICRO DEVICES INC | 17,195 | $1,767 | 0.3% | $115.77 | -4.0% | COM | 007903107 |
| ADBE | ADOBE INC | 4,582 | $1,757 | 0.3% | $516.57 | -17.0% | COM | 00724F101 |
| USB | US BANCORP DEL | 40,628 | $1,715 | 0.3% | $37.25 | +18.7% | COM NEW | 902973304 |
| XLB | SELECT SECTOR SPDR TR | 19,511 | $1,678 | 0.3% | $87.78 | — | SBI MATERIALS | 81369Y100 |
| WFC | WELLS FARGO CO NEW | 23,366 | $1,677 | 0.3% | $41.86 | +76.1% | COM | 949746101 |
| BA | BOEING CO | 9,830 | $1,677 | 0.3% | $201.86 | -14.3% | COM | 097023105 |
| TJX | TJX COS INC NEW | 13,653 | $1,663 | 0.3% | $88.15 | +36.2% | COM | 872540109 |
| PG | PROCTER AND GAMBLE CO | 9,684 | $1,650 | 0.3% | $142.51 | +15.0% | COM | 742718109 |
| PFE | PFIZER INC | 63,599 | $1,612 | 0.3% | $25.97 | -4.8% | COM | 717081103 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 2 | $1,597 | 0.2% | $533852.10 | +36.6% | CL A | 084670108 |
| NEE | NEXTERA ENERGY INC | 22,445 | $1,591 | 0.2% | $56.27 | +22.0% | COM | 65339F101 |
| MDT | MEDTRONIC PLC | 17,559 | $1,578 | 0.2% | $73.36 | +19.2% | SHS | G5960L103 |
| MCD | MCDONALDS CORP | 5,006 | $1,564 | 0.2% | $260.52 | +12.4% | COM | 580135101 |
| VOO | VANGUARD INDEX FDS | 3,009 | $1,546 | 0.2% | $500.95 | — | S&P 500 ETF SHS | 922908363 |
| NKE | NIKE INC | 23,863 | $1,515 | 0.2% | $82.30 | -12.5% | CL B | 654106103 |
| VTI | VANGUARD INDEX FDS | 5,505 | $1,513 | 0.2% | $267.90 | — | TOTAL STK MKT | 922908769 |
| PLTR | PALANTIR TECHNOLOGIES INC | 17,803 | $1,503 | 0.2% | $23.73 | +270.1% | CL A | 69608A108 |
| LOW | LOWES COS INC | 6,423 | $1,498 | 0.2% | $207.43 | +16.7% | COM | 548661107 |
| EFX | EQUIFAX INC | 5,994 | $1,460 | 0.2% | $212.95 | +17.2% | COM | 294429105 |
| BUD | ANHEUSER BUSCH INBEV SA/NV | 23,602 | $1,453 | 0.2% | $62.58 | — | SPONSORED ADR | 03524A108 |
| AMGN | AMGEN INC | 4,638 | $1,445 | 0.2% | $260.95 | +10.1% | COM | 031162100 |
| WBD | WARNER BROS DISCOVERY INC | 134,086 | $1,439 | 0.2% | $10.04 | +4.2% | COM SER A | 934423104 |
| DE | DEERE & CO | 3,061 | $1,436 | 0.2% | $372.69 | +23.8% | COM | 244199105 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 12,472 | $1,412 | 0.2% | $110.42 | -4.1% | COM | 98956P102 |
| IBM | INTERNATIONAL BUSINESS MACHS | 5,673 | $1,411 | 0.2% | $145.92 | +64.1% | COM | 459200101 |
| ISRG | INTUITIVE SURGICAL INC | 2,824 | $1,399 | 0.2% | $304.20 | +81.8% | COM NEW | 46120E602 |
| APD | AIR PRODS & CHEMS INC | 4,643 | $1,369 | 0.2% | $250.02 | +20.1% | COM | 009158106 |
| STZ | CONSTELLATION BRANDS INC | 7,390 | $1,356 | 0.2% | $219.04 | -18.8% | CL A | 21036P108 |
| DD | DUPONT DE NEMOURS INC | 18,052 | $1,348 | 0.2% | $29.28 | +8.9% | COM | 26614N102 |
| BAX | BAXTER INTL INC | 39,367 | $1,348 | 0.2% | $34.39 | -6.4% | COM | 071813109 |
| BDX | BECTON DICKINSON & CO | 5,831 | $1,336 | 0.2% | $233.96 | -2.8% | COM | 075887109 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 37,352 | $1,331 | 0.2% | $33.06 | — | SHS CREATION UNI | 14020W106 |
| NUE | NUCOR CORP | 11,031 | $1,327 | 0.2% | $144.48 | -12.3% | COM | 670346105 |
| NOW | SERVICENOW INC | 1,667 | $1,327 | 0.2% | $126.92 | +51.9% | COM | 81762P102 |
| BF/B | BROWN FORMAN CORP | 38,848 | $1,319 | 0.2% | $40.66 | -19.4% | CL B | 115637209 |
| LIN | LINDE PLC | 2,816 | $1,311 | 0.2% | $390.56 | +13.8% | SHS | G54950103 |
| CAG | CONAGRA BRANDS INC | 49,081 | $1,309 | 0.2% | $25.19 | -3.2% | COM | 205887102 |
| KHC | KRAFT HEINZ CO | 42,990 | $1,308 | 0.2% | $30.63 | -7.5% | COM | 500754106 |
| GSK | GSK PLC | 33,711 | $1,306 | 0.2% | $37.64 | — | SPONSORED ADR | 37733W204 |
| PEP | PEPSICO INC | 8,692 | $1,303 | 0.2% | $154.19 | -6.9% | COM | 713448108 |
| CPB | CAMPBELL SOUP CO | 32,283 | $1,289 | 0.2% | $40.04 | -5.4% | COM | 134429109 |
| CSCO | CISCO SYS INC | 20,811 | $1,284 | 0.2% | $51.10 | +17.6% | COM | 17275R102 |
| AXP | AMERICAN EXPRESS CO | 4,666 | $1,255 | 0.2% | $160.71 | +82.0% | COM | 025816109 |
| INTU | INTUIT | 2,034 | $1,249 | 0.2% | $549.85 | +8.7% | COM | 461202103 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | 16,078 | $1,248 | 0.2% | $72.21 | +11.7% | COM | 459506101 |
| GD | GENERAL DYNAMICS CORP | 4,527 | $1,234 | 0.2% | $239.72 | +6.7% | COM | 369550108 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 7,354 | $1,221 | 0.2% | $163.25 | — | SPONSORED ADS | 874039100 |
| EL | LAUDER ESTEE COS INC | 18,418 | $1,216 | 0.2% | $110.93 | -35.8% | CL A | 518439104 |
| WU | WESTERN UN CO | 114,058 | $1,207 | 0.2% | $12.19 | — | COM | 959802109 |
| ASML | ASML HOLDING N V | 1,815 | $1,203 | 0.2% | $692.98 | — | N Y REGISTRY SHS | N07059210 |
| KMX | CARMAX INC | 15,363 | $1,197 | 0.2% | $69.41 | +15.5% | COM | 143130102 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 14,527 | $1,196 | 0.2% | $58.63 | +38.1% | COM | 744573106 |
| BIIB | BIOGEN INC | 8,712 | $1,192 | 0.2% | $213.72 | -33.1% | COM | 09062X103 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 53,040 | $1,191 | 0.2% | $22.25 | — | CORE PLUS INCM | 14020Y102 |
| MCHP | MICROCHIP TECHNOLOGY INC. | 23,915 | $1,158 | 0.2% | $67.54 | -19.8% | COM | 595017104 |
| DEO | DIAGEO PLC | 11,047 | $1,158 | 0.2% | $125.59 | — | SPON ADR NEW | 25243Q205 |
| PH | PARKER-HANNIFIN CORP | 1,894 | $1,151 | 0.2% | $414.89 | +56.3% | COM | 701094104 |
| KMI | KINDER MORGAN INC DEL | 39,786 | $1,135 | 0.2% | $15.37 | +73.7% | COM | 49456B101 |
| HON | HONEYWELL INTL INC | 5,335 | $1,130 | 0.2% | $173.42 | +14.4% | COM | 438516106 |
| TROW | PRICE T ROWE GROUP INC | 12,182 | $1,119 | 0.2% | $92.98 | +8.2% | COM | 74144T108 |
| MS | MORGAN STANLEY | 9,527 | $1,111 | 0.2% | $74.81 | +68.3% | COM NEW | 617446448 |
| GS | GOLDMAN SACHS GROUP INC | 2,029 | $1,109 | 0.2% | $335.08 | +76.3% | COM | 38141G104 |
| LEGH | LEGACY HOUSING CORP | 43,910 | $1,107 | 0.2% | $21.18 | +20.0% | COM | 52472M101 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 18,465 | $1,105 | 0.2% | $59.61 | — | FIRST TR ENH NEW | 33739Q408 |
| PGR | PROGRESSIVE CORP | 3,886 | $1,100 | 0.2% | $143.35 | +71.1% | COM | 743315103 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 32,713 | $1,093 | 0.2% | $32.25 | — | SHS CREATION UNI | 14020V108 |
| MRK | MERCK & CO INC | 12,126 | $1,088 | 0.2% | $98.70 | -8.7% | COM | 58933Y105 |
| ORLY | OREILLY AUTOMOTIVE INC | 756 | $1,083 | 0.2% | $63.73 | +36.5% | COM | 67103H107 |
| WMB | WILLIAMS COS INC | 17,611 | $1,052 | 0.2% | $32.17 | +72.3% | COM | 969457100 |
| PANW | PALO ALTO NETWORKS INC | 6,144 | $1,048 | 0.2% | $161.52 | +14.5% | COM | 697435105 |
| ADP | AUTOMATIC DATA PROCESSING IN | 3,407 | $1,041 | 0.2% | $233.88 | +26.3% | COM | 053015103 |
| C | CITIGROUP INC | 14,485 | $1,028 | 0.2% | $42.48 | +75.4% | COM NEW | 172967424 |
| PM | PHILIP MORRIS INTL INC | 6,425 | $1,020 | 0.2% | $86.43 | +58.5% | COM | 718172109 |
| ABT | ABBOTT LABS | 7,684 | $1,019 | 0.2% | $100.27 | +25.1% | COM | 002824100 |
| GILD | GILEAD SCIENCES INC | 8,864 | $993 | 0.2% | $81.22 | +23.8% | COM | 375558103 |
| SPGI | S&P GLOBAL INC | 1,949 | $990 | 0.2% | $398.15 | +27.5% | COM | 78409V104 |
| KO | COCA COLA CO | 13,658 | $978 | 0.2% | $54.53 | +19.2% | COM | 191216100 |
| CB | CHUBB LIMITED | 3,188 | $963 | 0.1% | $219.84 | +25.7% | COM | H1467J104 |
| ORCL | ORACLE CORP | 6,847 | $957 | 0.1% | $108.14 | +49.4% | COM | 68389X105 |
| CAT | CATERPILLAR INC | 2,899 | $956 | 0.1% | $286.60 | +22.8% | COM | 149123101 |
| BKNG | BOOKING HOLDINGS INC | 205 | $946 | 0.1% | $3263.03 | +45.5% | COM | 09857L108 |
| CPRT | COPART INC | 16,669 | $943 | 0.1% | $47.39 | +18.8% | COM | 217204106 |
| TMO | THERMO FISHER SCIENTIFIC INC | 1,893 | $942 | 0.1% | $484.00 | +11.5% | COM | 883556102 |
| UNP | UNION PAC CORP | 3,971 | $938 | 0.1% | $214.95 | +9.6% | COM | 907818108 |
| TMUS | T-MOBILE US INC | 3,486 | $930 | 0.1% | $149.35 | +62.7% | COM | 872590104 |
| ZTS | ZOETIS INC | 5,549 | $914 | 0.1% | $172.23 | -4.5% | CL A | 98978V103 |
| BX | BLACKSTONE INC | 6,525 | $912 | 0.1% | $114.36 | +38.3% | COM | 09260D107 |
| ITOT | ISHARES TR | 7,402 | $903 | 0.1% | $121.44 | — | CORE S&P TTL STK | 464287150 |
| UBER | UBER TECHNOLOGIES INC | 12,318 | $897 | 0.1% | $58.38 | +23.4% | COM | 90353T100 |
| BSX | BOSTON SCIENTIFIC CORP | 8,700 | $878 | 0.1% | $53.38 | +88.6% | COM | 101137107 |
| TXN | TEXAS INSTRS INC | 4,868 | $875 | 0.1% | $148.76 | +22.5% | COM | 882508104 |
| ACN | ACCENTURE PLC IRELAND | 2,789 | $870 | 0.1% | $314.10 | +11.3% | SHS CLASS A | G1151C101 |
| VRTX | VERTEX PHARMACEUTICALS INC | 1,790 | $868 | 0.1% | $387.79 | +20.2% | COM | 92532F100 |
| ICE | INTERCONTINENTAL EXCHANGE INC | 4,802 | $828 | 0.1% | $123.90 | +30.8% | COM | 45866F104 |
| SCHB | SCHWAB STRATEGIC TR | 38,421 | $827 | 0.1% | $36.09 | — | US BRD MKT ETF | 808524102 |
| AEP | AMERICAN ELEC PWR CO INC | 7,231 | $790 | 0.1% | $75.99 | +29.5% | COM | 025537101 |
| TT | TRANE TECHNOLOGIES PLC | 2,343 | $789 | 0.1% | $231.09 | +55.4% | SHS | G8994E103 |
| VFH | VANGUARD WORLD FDS | 6,482 | $774 | 0.1% | $92.26 | — | FINANCIALS ETF | 92204A405 |
| QCOM | QUALCOMM INC | 5,019 | $771 | 0.1% | $129.54 | +23.3% | COM | 747525103 |
| AMT | AMERICAN TOWER CORP NEW | 3,538 | $770 | 0.1% | $178.95 | +5.9% | COM | 03027X100 |
| COF | CAPITAL ONE FINL CORP | 4,288 | $769 | 0.1% | $114.61 | +63.0% | COM | 14040H105 |
| DHI | D R HORTON INC | 5,929 | $754 | 0.1% | $122.74 | +8.2% | COM | 23331A109 |
| AMAT | APPLIED MATLS INC | 5,136 | $745 | 0.1% | $147.09 | +13.3% | COM | 038222105 |
| MMM | 3M CO | 5,048 | $741 | 0.1% | $79.28 | +82.4% | COM | 88579Y101 |
| SMH | VANECK ETF TRUST | 3,451 | $730 | 0.1% | $215.15 | — | SEMICONDUCTR | 92189F676 |
| MSI | MOTOROLA SOLUTIONS INC | 1,638 | $717 | 0.1% | $298.49 | +47.9% | COM NEW | 620076307 |
| SHYM | BLACKROCK ETF TRUST II | 31,185 | $707 | 0.1% | $22.67 | — | HIGH YLD MUNI IN | 092528108 |
| ECL | ECOLAB INC | 2,784 | $706 | 0.1% | $179.50 | +39.1% | COM | 278865100 |
| MINO | PIMCO ETF TR | 15,619 | $699 | 0.1% | $46.91 | — | MUNI INCOME OPP | 72201R635 |
| TDG | TRANSDIGM GROUP INC | 494 | $683 | 0.1% | $835.36 | +49.3% | COM | 893641100 |
| WELL | WELLTOWER INC | 4,427 | $678 | 0.1% | $97.13 | +44.4% | COM | 95040Q104 |
| EFAV | ISHARES TR | 8,627 | $672 | 0.1% | $69.01 | — | MSCI EAFE MIN VL | 46429B689 |
| ANET | ARISTA NETWORKS INC | 8,613 | $667 | 0.1% | $102.84 | -1.4% | COM SHS | 040413205 |
| PNC | PNC FINL SVCS GROUP INC | 3,710 | $652 | 0.1% | $139.80 | +31.1% | COM | 693475105 |
| MRSH | MARSH & MCLENNAN COS INC | 2,664 | $650 | 0.1% | $186.95 | +19.5% | COM | 571748102 |
| CI | THE CIGNA GROUP | 1,961 | $645 | 0.1% | $288.31 | +2.6% | COM | 125523100 |
| PSX | PHILLIPS 66 | 5,214 | $644 | 0.1% | $117.13 | +1.8% | COM | 718546104 |
| PAYX | PAYCHEX INC | 4,144 | $639 | 0.1% | $117.25 | +22.1% | COM | 704326107 |
| GWW | GRAINGER W W INC | 646 | $638 | 0.1% | $812.31 | +26.3% | COM | 384802104 |
| AMP | AMERIPRISE FINL INC | 1,305 | $632 | 0.1% | $333.50 | +55.5% | COM | 03076C106 |
| EMR | EMERSON ELEC CO | 5,709 | $626 | 0.1% | $90.52 | +31.2% | COM | 291011104 |
| SYK | STRYKER CORPORATION | 1,673 | $623 | 0.1% | $277.26 | +36.0% | COM | 863667101 |
| CTVA | CORTEVA INC | 9,891 | $622 | 0.1% | $49.66 | +23.3% | COM | 22052L104 |
| HEI/A | HEICO CORP NEW | 2,946 | $621 | 0.1% | $135.84 | +42.5% | CL A | 422806208 |
| ITW | ILLINOIS TOOL WKS INC | 2,490 | $618 | 0.1% | $233.87 | +7.2% | COM | 452308109 |
| SCHW | SCHWAB CHARLES CORP | 7,817 | $612 | 0.1% | $58.54 | +32.7% | COM | 808513105 |
| FISV | FISERV INC | 2,745 | $606 | 0.1% | $135.31 | +61.8% | COM | 337738108 |
| TFC | TRUIST FINL CORP | 14,723 | $606 | 0.1% | $30.11 | +41.8% | COM | 89832Q109 |
| AGG | ISHARES TR | 6,007 | $594 | 0.1% | $103.00 | — | CORE US AGGBD ET | 464287226 |
| PLD | PROLOGIC INC. | 5,255 | $587 | 0.1% | $107.65 | +3.9% | COM | 74340W103 |
| SPG | SIMON PPTY GROUP INC NEW | 3,535 | $587 | 0.1% | $110.01 | +51.7% | COM | 828806109 |
| KKR | KKR & CO INC | 5,073 | $586 | 0.1% | $78.96 | +73.3% | COM | 48251W104 |
| IWO | ISHARES TR | 2,289 | $585 | 0.1% | $262.53 | — | RUS 2000 GRW ETF | 464287648 |
| SBUX | STARBUCKS CORP | 5,923 | $581 | 0.1% | $93.16 | +8.4% | COM | 855244109 |
| CTAS | CINTAS CORP | 2,825 | $581 | 0.1% | $176.95 | +11.8% | COM | 172908105 |
| HLT | HILTON WORLDWIDE HLDGS INC | 2,504 | $570 | 0.1% | $164.39 | +51.2% | COM | 43300A203 |
| MET | METLIFE INC | 6,932 | $557 | 0.1% | $61.70 | +31.5% | COM | 59156R108 |
| OKE | ONEOK INC NEW | 5,535 | $549 | 0.1% | $62.17 | +52.7% | COM | 682680103 |
| ADI | ANALOG DEVICES INC | 2,602 | $525 | 0.1% | $187.14 | +13.8% | COM | 032654105 |
| MELI | MERCADOLIBRE INC | 261 | $510 | 0.1% | $1584.04 | +25.3% | COM | 58733R102 |
| NOC | NORTHROP GRUMMAN CORP | 987 | $506 | 0.1% | $457.56 | +2.7% | COM | 666807102 |
| COP | CONOCOPHILLIPS | 4,772 | $501 | 0.1% | $107.86 | -10.3% | COM | 20825C104 |
| ETR | ENTERGY CORP NEW | 5,860 | $501 | 0.1% | $61.00 | +31.9% | COM | 29364G103 |
| HCA | HCA HEALTHCARE INC | 1,442 | $498 | 0.1% | $250.75 | +27.4% | COM | 40412C101 |
| SPY | SPDR S&P 500 ETF TR | 887 | $496 | 0.1% | $504.83 | — | TR UNIT | 78462F103 |
| RCL | ROYAL CARIBBEAN GROUP | 2,410 | $495 | 0.1% | $117.29 | +98.9% | COM | V7780T103 |
| MO | ALTRIA GROUP INC | 8,222 | $493 | 0.1% | $36.99 | +38.0% | COM | 02209S103 |
| D | DOMINION ENERGY INC | 8,787 | $493 | 0.1% | $42.09 | +25.3% | COM | 25746U109 |
| DUK | DUKE ENERGY CORP NEW | 3,981 | $486 | 0.1% | $87.96 | +25.7% | COM NEW | 26441C204 |
| AIG | AMERICAN INTL GROUP INC | 5,573 | $485 | 0.1% | $61.31 | +24.2% | COM NEW | 026874784 |
| PYPL | PAYPAL HLDGS INC | 7,408 | $483 | 0.1% | $61.61 | +26.1% | COM | 70450Y103 |
| URI | UNITED RENTALS INC | 768 | $481 | 0.1% | $512.21 | +33.2% | COM | 911363109 |
| ALL | ALLSTATE CORP | 2,290 | $474 | 0.1% | $129.17 | +48.1% | COM | 020002101 |
| GEV | GE VERNOVA INC | 1,543 | $471 | 0.1% | $165.78 | +110.0% | COM | 36828A101 |
| LNG | CHENIERE ENERGY INC | 2,010 | $465 | 0.1% | $199.01 | +13.1% | COM NEW | 16411R208 |
| ARES | ARES MANAGEMENT CORPORATION | 3,123 | $458 | 0.1% | $114.19 | +47.4% | CL A COM STK | 03990B101 |
| — | HESS CORP | 2,856 | $456 | 0.1% | $145.57 | — | COM | 42809H107 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 5,399 | $455 | 0.1% | $66.95 | +19.8% | COM | 74251V102 |
| DLR | DIGITAL RLTY TR INC | 3,166 | $454 | 0.1% | $120.61 | +31.0% | COM | 253868103 |
| IWN | ISHARES TR | 2,974 | $449 | 0.1% | $155.33 | — | RUS 2000 VAL ETF | 464287630 |
| EQIX | EQUINIX INC | 547 | $446 | 0.1% | $740.83 | +18.9% | COM | 29444U700 |
| CSX | CSX CORP | 14,657 | $431 | 0.1% | $30.90 | +1.3% | COM | 126408103 |
| LEN | LENNAR CORP | 3,748 | $430 | 0.1% | $120.83 | +1.9% | CL A | 526057104 |
| INTC | INTEL CORP | 18,870 | $429 | 0.1% | $32.42 | -32.5% | COM | 458140100 |
| CMI | CUMMINS INC | 1,362 | $427 | 0.1% | $280.41 | +23.4% | COM | 231021106 |
| PRU | PRUDENTIAL FINL INC | 3,774 | $421 | 0.1% | $87.19 | +25.0% | COM | 744320102 |
| VYM | VANGUARD WHITEHALL FDS | 3,258 | $420 | 0.1% | $114.40 | — | HIGH DIV YLD | 921946406 |
| TRV | TRAVELERS COMPANIES INC | 1,580 | $418 | 0.1% | $172.31 | +42.4% | COM | 89417E109 |
| CEG | CONSTELLATION ENERGY CORP | 2,069 | $417 | 0.1% | $164.20 | +62.4% | COM | 21037T109 |
| GM | GENERAL MTRS CO | 8,856 | $416 | 0.1% | $35.25 | +38.5% | COM | 37045V100 |
| DASH | DOORDASH INC | 2,260 | $413 | 0.1% | $127.27 | +47.8% | CL A | 25809K105 |
| PAVE | GLOBAL X FDS | 10,838 | $409 | 0.1% | $37.20 | — | US INFR DEV ETF | 37954Y673 |
| SLB | SCHLUMBERGER LTD | 9,705 | $406 | 0.1% | $48.43 | -17.6% | COM STK | 806857108 |
| VICI | VICI PPTYS INC | 12,356 | $403 | 0.1% | $26.88 | +8.5% | COM | 925652109 |
| MLM | MARTIN MARIETTA MATLS INC | 839 | $401 | 0.1% | $445.31 | +13.4% | COM | 573284106 |
| IUSV | ISHARES TR | 4,341 | $401 | 0.1% | $68.68 | — | CORE S&P US VLU | 464287663 |
| SHW | SHERWIN WILLIAMS CO | 1,146 | $400 | 0.1% | $279.37 | +24.6% | COM | 824348106 |
| CME | CME GROUP INC | 1,487 | $394 | 0.1% | $198.60 | +22.1% | COM | 12572Q105 |
| VEEV | VEEVA SYS INC | 1,702 | $394 | 0.1% | $202.63 | +12.8% | CL A COM | 922475108 |
| APH | AMPHENOL CORP NEW | 5,970 | $392 | 0.1% | $58.82 | +15.1% | CL A | 032095101 |
| AFL | AFLAC INC | 3,477 | $387 | 0.1% | $83.56 | +24.5% | COM | 001055102 |
| PKE | PARK AEROSPACE CORP | 28,695 | $386 | 0.1% | $14.95 | -5.9% | COM | 70014A104 |
| O | REALTY INCOME CORP | 6,580 | $382 | 0.1% | $48.59 | +8.2% | COM | 756109104 |
| ELV | ELEVANCE HEALTH INC | 876 | $381 | 0.1% | $437.91 | -10.0% | COM | 036752103 |
| PSA | PUBLIC STORAGE | 1,236 | $370 | 0.1% | $272.16 | +5.7% | COM | 74460D109 |
| TGT | TARGET CORP | 3,525 | $368 | 0.1% | $122.22 | -1.6% | COM | 87612E106 |
| CRWD | CROWDSTRIKE HLDGS INC | 1,038 | $366 | 0.1% | $263.09 | +44.8% | CL A | 22788C105 |
| WEC | WEC ENERGY GROUP INC | 3,335 | $363 | 0.1% | $79.37 | +25.0% | COM | 92939U106 |
| HWM | HOWMET AEROSPACE INC | 2,801 | $363 | 0.1% | $77.57 | +63.4% | COM | 443201108 |
| COR | CENCORA INC | 1,306 | $363 | 0.1% | $192.45 | +29.7% | COM | 03073E105 |
| CBRE | CBRE GROUP INC | 2,772 | $363 | 0.1% | $93.92 | +44.7% | CL A | 12504L109 |
| XYL | XYLEM INC | 2,968 | $355 | 0.1% | $97.88 | +25.3% | COM | 98419M100 |
| KLAC | KLA CORP | 521 | $354 | 0.1% | $569.83 | +25.5% | COM NEW | 482480100 |
| MU | MICRON TECHNOLOGY INC | 4,062 | $353 | 0.1% | $79.61 | +20.3% | COM | 595112103 |
| BIL | SPDR SER TR | 3,844 | $353 | 0.1% | $91.43 | — | BLOOMBERG 1-3 MO | 78468R663 |
| SYY | SYSCO CORP | 4,698 | $353 | 0.1% | $67.41 | +5.8% | COM | 871829107 |
| TRGP | TARGA RES CORP | 1,723 | $345 | 0.1% | $114.90 | +69.4% | COM | 87612G101 |
| NEM | NEWMONT CORP | 7,150 | $345 | 0.1% | $41.29 | +4.8% | COM | 651639106 |
| AJG | GALLAGHER ARTHUR J & CO | 998 | $344 | 0.1% | $313.31 | 0.0% | COM | 363576109 |
| PCAR | PACCAR INC | 3,526 | $343 | 0.1% | $85.72 | +20.1% | COM | 693718108 |
| MTB | M & T BK CORP | 1,909 | $341 | 0.1% | $123.39 | +49.5% | COM | 55261F104 |
| SPDW | SPDR INDEX SHS FDS | 9,364 | $341 | 0.1% | $34.01 | — | PORTFOLIO DEVLPD | 78463X889 |
| CCI | CROWN CASTLE INC | 3,266 | $340 | 0.1% | $92.78 | -3.9% | COM | 22822V101 |
| FITB | FIFTH THIRD BANCORP | 8,600 | $337 | 0.1% | $27.63 | +47.3% | COM | 316773100 |
| IUSG | ISHARES TR | 2,632 | $334 | 0.1% | $104.10 | — | CORE S&P US GWT | 464287671 |
| DHR | DANAHER CORPORATION | 1,619 | $332 | 0.1% | $212.48 | +2.1% | COM | 235851102 |
| — | DISCOVER FINL SVCS | 1,942 | $332 | 0.1% | $111.40 | — | COM | 254709108 |
| KR | KROGER CO | 4,795 | $325 | 0.1% | $53.92 | +15.5% | COM | 501044101 |
| FAST | FASTENAL CO | 4,175 | $324 | 0.1% | $34.10 | +8.1% | COM | 311900104 |
| CMG | CHIPOTLE MEXICAN GRILL INC | 6,343 | $318 | 0.0% | $61.38 | -11.4% | COM | 169656105 |
| CHTR | CHARTER COMMUNICATIONS INC N | 862 | $318 | 0.0% | $341.62 | +4.7% | CL A | 16119P108 |
| WDAY | WORKDAY INC | 1,338 | $312 | 0.0% | $238.70 | +6.9% | CL A | 98138H101 |
| FTNT | FORTINET INC | 3,238 | $312 | 0.0% | $90.87 | +11.6% | COM | 34959E109 |
| SO | SOUTHERN CO | 3,383 | $311 | 0.0% | $65.24 | +29.0% | COM | 842587107 |
| OTIS | OTIS WORLDWIDE CORP | 2,981 | $308 | 0.0% | $82.50 | +16.6% | COM | 68902V107 |
| ADSK | AUTODESK INC | 1,171 | $307 | 0.0% | $227.64 | +24.9% | COM | 052769106 |
| LRCX | LAM RESEARCH CORP | 4,133 | $300 | 0.0% | $75.63 | +3.3% | COM NEW | 512807306 |
| BILS | SPDR SER TR | 3,014 | $300 | 0.0% | $99.40 | — | BLOOMBERG 3-12 M | 78468R523 |
| LHX | L3HARRIS TECHNOLOGIES INC | 1,425 | $298 | 0.0% | $210.34 | -2.1% | COM | 502431109 |
| MCK | MCKESSON CORP | 443 | $298 | 0.0% | $458.47 | +34.3% | COM | 58155Q103 |
| TEAM | ATLASSIAN CORPORATION | 1,377 | $292 | 0.0% | $231.22 | +14.1% | CL A | 049468101 |
| EBAY | EBAY INC. | 4,271 | $289 | 0.0% | $51.92 | +26.5% | COM | 278642103 |
| FCX | FREEPORT-MCMORAN INC | 7,573 | $287 | 0.0% | $36.67 | +3.1% | CL B | 35671D857 |
| MAR | MARRIOTT INTL INC NEW | 1,195 | $285 | 0.0% | $198.52 | +35.7% | CL A | 571903202 |
| WAB | WABTEC | 1,568 | $284 | 0.0% | $134.20 | +42.3% | COM | 929740108 |
| VTEB | VANGUARD MUN BD FDS | 5,729 | $284 | 0.0% | $50.01 | — | TAX EXEMPT BD | 922907746 |
| TEL | TE CONNECTIVITY PLC | 2,004 | $283 | 0.0% | $146.86 | -0.2% | ORD SHS | G87052109 |
| CARR | CARRIER GLOBAL CORPORATION | 4,385 | $278 | 0.0% | $53.44 | +23.1% | COM | 14448C104 |
| BKR | BAKER HUGHES COMPANY | 6,315 | $278 | 0.0% | $39.69 | +10.4% | CL A | 05722G100 |
| EW | EDWARDS LIFESCIENCES CORP | 3,815 | $277 | 0.0% | $72.07 | -0.7% | COM | 28176E108 |
| CL | COLGATE PALMOLIVE CO | 2,931 | $275 | 0.0% | $89.63 | -2.0% | COM | 194162103 |
| MDLZ | MONDELEZ INTL INC | 4,036 | $274 | 0.0% | $64.46 | -7.3% | CL A | 609207105 |
| STT | STATE STR CORP | 3,043 | $272 | 0.0% | $66.34 | +39.8% | COM | 857477103 |
| PWR | QUANTA SVCS INC | 1,069 | $272 | 0.0% | $222.95 | +29.5% | COM | 74762E102 |
| DOV | DOVER CORP | 1,538 | $270 | 0.0% | $139.48 | +36.4% | COM | 260003108 |
| DRI | DARDEN RESTAURANTS INC | 1,291 | $268 | 0.0% | $188.66 | 0.0% | COM | 237194105 |
| SYF | SYNCHRONY FINANCIAL | 5,041 | $267 | 0.0% | $40.18 | +51.6% | COM | 87165B103 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 3,467 | $265 | 0.0% | $73.71 | +8.9% | CL A | 192446102 |
| XYZ | BLOCK INC | 4,866 | $264 | 0.0% | $61.59 | +21.2% | CL A | 852234103 |
| NET | CLOUDFLARE INC | 2,323 | $262 | 0.0% | $102.29 | +29.6% | CL A COM | 18915M107 |
| UPS | UNITED PARCEL SERVICE INC | 2,349 | $258 | 0.0% | $134.26 | -16.1% | CL B | 911312106 |
| MNST | MONSTER BEVERAGE CORP NEW | 4,386 | $257 | 0.0% | $52.97 | -1.6% | COM | 61174X109 |
| RMD | RESMED INC | 1,144 | $256 | 0.0% | $201.55 | +14.9% | COM | 761152107 |
| TSCO | TRACTOR SUPPLY CO | 4,574 | $252 | 0.0% | $53.83 | +0.2% | COM | 892356106 |
| AMLP | ALPS ETF TR | 4,825 | $251 | 0.0% | $51.94 | — | ALERIAN MLP | 00162Q452 |
| RACE | FERRARI N V | 585 | $250 | 0.0% | $415.71 | +8.2% | COM | N3167Y103 |
| HIG | HARTFORD FINL SVCS GROUP INC | 2,012 | $249 | 0.0% | $107.26 | +5.3% | COM | 416515104 |
| WM | WASTE MGMT INC DEL | 1,071 | $248 | 0.0% | $192.38 | +13.5% | COM | 94106L109 |
| CGGR | CAPITAL GROUP GROWTH ETF | 7,205 | $247 | 0.0% | $34.25 | — | SHS CREATION UNI | 14020G101 |
| VTR | VENTAS INC | 3,570 | $245 | 0.0% | $62.10 | 0.0% | COM | 92276F100 |
| HPE | HEWLETT PACKARD ENTERPRISE C | 15,845 | $244 | 0.0% | $15.43 | +25.8% | COM | 42824C109 |
| EXR | EXTRA SPACE STORAGE INC | 1,646 | $244 | 0.0% | $145.24 | 0.0% | COM | 30225T102 |
| F | FORD MTR CO DEL | 24,290 | $244 | 0.0% | $9.72 | -4.9% | COM | 345370860 |
| ATO | ATMOS ENERGY CORP | 1,575 | $243 | 0.0% | $125.71 | +13.8% | COM | 049560105 |
| SDY | SPDR SER TR | 1,790 | $243 | 0.0% | $128.32 | — | S&P DIVID ETF | 78464A763 |
| MSTR | MICROSTRATEGY INC | 842 | $243 | 0.0% | $300.91 | +5.5% | CL A NEW | 594972408 |
| ROST | ROSS STORES INC | 1,899 | $243 | 0.0% | $124.04 | +11.6% | COM | 778296103 |
| IRM | IRON MTN INC DEL | 2,790 | $240 | 0.0% | $79.16 | +17.7% | COM | 46284V101 |
| IT | GARTNER INC | 571 | $240 | 0.0% | $404.12 | +21.9% | COM | 366651107 |
| PHM | PULTE GROUP INC | 2,269 | $233 | 0.0% | $109.81 | -2.4% | COM | 745867101 |
| AVB | AVALONBAY CMNTYS INC | 1,085 | $233 | 0.0% | $182.28 | +15.0% | COM | 053484101 |
| AXON | AXON ENTERPRISE INC | 438 | $230 | 0.0% | $550.07 | +6.4% | COM | 05464C101 |
| CAH | CARDINAL HEALTH INC | 1,669 | $230 | 0.0% | $125.89 | 0.0% | COM | 14149Y108 |
| NSC | NORFOLK SOUTHN CORP | 970 | $230 | 0.0% | $239.35 | 0.0% | COM | 655844108 |
| A | AGILENT TECHNOLOGIES INC | 1,957 | $229 | 0.0% | $119.53 | +12.0% | COM | 00846U101 |
| JCI | JOHNSON CTLS INTL PLC | 2,844 | $228 | 0.0% | $69.76 | +17.0% | SHS | G51502105 |
| IGSB | ISHARES TR | 4,340 | $227 | 0.0% | $52.37 | — | ISHS 1-5YR INVS | 464288646 |
| IBKR | INTERACTIVE BROKERS GROUP IN | 1,335 | $221 | 0.0% | $41.85 | +17.8% | COM CL A | 45841N107 |
| REGN | REGENERON PHARMACEUTICALS | 344 | $218 | 0.0% | $684.44 | 0.0% | COM | 75886F107 |
| XEL | XCEL ENERGY INC | 3,057 | $216 | 0.0% | $64.42 | +2.5% | COM | 98389B100 |
| KMB | KIMBERLY-CLARK CORP | 1,483 | $211 | 0.0% | $130.11 | -0.2% | COM | 494368103 |
| AWK | AMERICAN WTR WKS CO INC NEW | 1,427 | $211 | 0.0% | $129.09 | 0.0% | COM | 030420103 |
| SRE | SEMPRA | 2,934 | $209 | 0.0% | $67.31 | +12.2% | COM | 816851109 |
| HOOD | ROBINHOOD MKTS INC | 5,030 | $209 | 0.0% | $47.54 | 0.0% | COM CL A | 770700102 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 1,006 | $208 | 0.0% | $199.81 | 0.0% | COM | 874054109 |
| EXC | EXELON CORP | 4,503 | $207 | 0.0% | $40.50 | 0.0% | COM | 30161N101 |
| MCO | MOODYS CORP | 444 | $207 | 0.0% | $478.56 | 0.0% | COM | 615369105 |
| OBDC | BLUE OWL CAPITAL CORPORATION | 14,000 | $205 | 0.0% | $11.04 | +21.6% | COM | 69121K104 |
| SNOW | SNOWFLAKE INC | 1,390 | $203 | 0.0% | $169.70 | 0.0% | CL A | 833445109 |
| FICO | FAIR ISAAC CORP | 110 | $203 | 0.0% | $1727.68 | +7.2% | COM | 303250104 |
| MUFG | MITSUBISHI UFJ FINL GROUP IN | 11,675 | $159 | 0.0% | $11.72 | — | SPONSORED ADS | 606822104 |
| PGF | INVESCO EXCHANGE TRADED FD T | 10,245 | $146 | 0.0% | $14.58 | — | FINL PFD ETF | 46137V621 |
| CLMT | CALUMET INC | 11,533 | $146 | 0.0% | $15.71 | 0.0% | COM | 131428104 |
| ABUS | ARBUTUS BIOPHARMA CORP | 40,000 | $140 | 0.0% | $2.42 | +37.8% | COM | 03879J100 |
| ROIV | ROIVANT SCIENCES LTD | 12,000 | $121 | 0.0% | $10.78 | +0.3% | SHS | G76279101 |
| AVXL | ANAVEX LIFE SCIENCES CORP | 10,000 | $86 | 0.0% | $6.88 | +37.2% | COM NEW | 032797300 |
| AMLX | AMYLYX PHARMACEUTICALS INC | 20,265 | $72 | 0.0% | $3.56 | 0.0% | COM | 03237H101 |