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Crestwood Advisors Group, LLC

· CIK 0001426853
13F Portfolio $6.0B AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC COM Technology 1,381,107.0 $375.5M 6.25% NEW $271.86 +10.4%
2 GOOG ALPHABET INC CAP STK CL A Communication Services 1,074,430.0 $336.6M 5.61% NEW $313.26 +26.8%
3 MSFT MICROSOFT CORP COM Technology 539,282.0 $260.8M 4.34% NEW $483.62 -15.3%
4 IVV ISHARES CORE S&P 500 ETF 350,929.0 $240.4M 4.00% NEW $684.94 +8.4%
5 AMZN AMAZON COM INC COM Consumer Cyclical 854,405.0 $197.2M 3.29% NEW $230.82 +14.4%
6 STT SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 2,365,326.0 $176.0M 2.93% NEW $74.39 +106.7%
7 NVDA NVIDIA CORPORATION COM Technology 845,143.0 $157.6M 2.62% NEW $186.50 +26.4%
8 BRK.A BERKSHIRE HATHAWAY INC DEL CL A Financial Services 204,638.0 $144.3M 2.40% NEW $705.38 +100597.2%
9 V VISA INC COM CL A Financial Services 318,852.0 $111.8M 1.86% NEW $350.71 -8.0%
10 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 1,057,690.0 $105.6M 1.76% NEW $99.88 -1.9%
11 AVGO BROADCOM INC COM Technology 286,039.0 $99.0M 1.65% NEW $346.10 +22.9%
12 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 18,195.0 $97.4M 1.62% NEW $5355.40 -97.1%
13 META META PLATFORMS INC CL A Communication Services 146,279.0 $96.6M 1.61% NEW $660.10 -6.3%
14 VSLU APPLIED FINANCE VALUATION LARGE CAP ETF 1,999,806.0 $88.5M 1.47% NEW $44.26 +4.9%
15 GOVT ISHARES U.S. TREASURY BOND ETF 3,440,671.0 $79.2M 1.32% NEW $23.03 -2.0%
16 AAOI APPLIED MATLS INC COM Technology 308,190.0 $79.2M 1.32% NEW $256.99 -25.9%
17 JPM JPMORGAN CHASE & CO. COM Financial Services 243,015.0 $78.3M 1.30% NEW $322.22 -6.9%
18 BX BLACKSTONE INC COM Financial Services 501,260.0 $77.3M 1.29% NEW $154.14 -23.5%
19 TJX COS INC NEW COM 462,572.0 $71.1M 1.18% NEW $153.61
20 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 243,196.0 $69.9M 1.16% NEW $287.25 +10.2%
21 CRM SALESFORCE INC COM Technology 260,133.0 $68.9M 1.15% NEW $264.91 -36.7%
22 DHR DANAHER CORPORATION COM Healthcare 301,000.0 $68.9M 1.15% NEW $228.92 -28.1%
23 JMEE JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF 994,466.0 $64.0M 1.07% NEW $64.38 +11.7%
24 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 73,146.0 $63.1M 1.05% NEW $862.34 +20.7%
25 GSG ISHARES CORE MSCI EMERGING MARKETS ETF Financial Services 827,388.0 $61.4M 1.02% NEW $74.23 -53.9%
26 HD HOME DEPOT INC COM Consumer Cyclical 176,732.0 $60.8M 1.01% NEW $344.10 -11.6%
27 XYL XYLEM INC COM Industrials 438,193.0 $59.7M 0.99% NEW $136.18 -19.6%
28 APH AMPHENOL CORP CL A Technology 428,968.0 $58.0M 0.97% NEW $135.14 -7.5%
29 MUB ISHARES NATIONAL MUNI BOND ETF 535,338.0 $57.3M 0.95% NEW $107.11 -0.9%
30 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 96,158.0 $55.7M 0.93% NEW $579.46 -22.6%
31 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 508,002.0 $54.2M 0.90% NEW $106.70 -0.5%
32 QLTY GMO US QUALITY ETF 1,381,300.0 $53.1M 0.89% NEW $38.46 +4.8%
33 KLAC KLA CORP COM NEW Technology 43,537.0 $52.9M 0.88% NEW $1215.12 +55.8%
34 LRCX LAM RESEARCH CORP COM NEW Technology 297,679.0 $51.0M 0.85% NEW $171.18 +74.8%
35 JNJ JOHNSON & JOHNSON COM Healthcare 236,851.0 $49.0M 0.82% NEW $206.95 +11.5%
36 HON HONEYWELL INTL INC COM Industrials 232,583.0 $45.4M 0.76% NEW $195.09 +11.6%
37 AZN ASTRAZENECA PLC SPONSORED ADR Healthcare 492,285.0 $45.3M 0.75% NEW $91.93 +97.5%
38 CME CME GROUP INC COM Financial Services 163,600.0 $44.7M 0.74% NEW $273.08 +9.4%
39 QCOM QUALCOMM INC COM Technology 250,791.0 $42.9M 0.71% NEW $171.05 +17.0%
40 PWR QUANTA SVCS INC COM Industrials 101,022.0 $42.6M 0.71% NEW $422.06 +84.8%
41 VTEB VANGUARD TAX-EXEMPT BOND ETF 840,380.0 $42.3M 0.70% NEW $50.29 -0.9%
42 MA MASTERCARD INCORPORATED CL A Financial Services 73,757.0 $42.1M 0.70% NEW $570.89 -14.2%
43 BANK AMERICA CORP COM 759,622.0 $41.8M 0.70% NEW $55.00
44 SPGI S&P GLOBAL INC COM Financial Services 74,760.0 $39.1M 0.65% NEW $522.59 -22.7%
45 IEFA ISHARES CORE MSCI EAFE ETF 432,665.0 $38.7M 0.65% NEW $89.46 +6.4%
46 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 141,481.0 $38.0M 0.63% NEW $268.30 -37.1%
47 ORCL ORACLE CORP COM Technology 188,231.0 $36.7M 0.61% NEW $194.91 +0.4%
48 VOO VANGUARD S&P 500 ETF 57,749.0 $36.2M 0.60% NEW $627.22 +8.3%
49 MTD METTLER TOLEDO INTERNATIONAL COM Healthcare 24,257.0 $33.8M 0.56% NEW $1394.18 -25.3%
50 USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 650,115.0 $33.7M 0.56% NEW $51.77 -1.8%
51 KMI KINDER MORGAN INC DEL COM Energy 1,216,427.0 $33.4M 0.56% NEW $27.49 +21.5%
52 TXN TEXAS INSTRS INC COM Technology 184,646.0 $32.0M 0.53% NEW $173.49 +76.6%
53 IJH ISHARES CORE S&P MID-CAP ETF 477,997.0 $31.5M 0.53% NEW $66.00 +9.4%
54 IVR INVESCO QQQ TRUST SERIES I Real Estate 77,644.0 $30.3M 0.50% NEW $390.11 -97.9%
55 ADBE ADOBE INC COM Technology 86,465.0 $30.3M 0.50% NEW $349.99 -29.3%
56 XMHQ INVESCO S&P MIDCAP QUALITY ETF 285,766.0 $29.3M 0.49% NEW $102.42 +4.7%
57 PEP PEPSICO INC COM Consumer Defensive 200,543.0 $28.8M 0.48% NEW $143.52 +3.6%
58 URI UNITED RENTALS INC COM Industrials 35,519.0 $28.7M 0.48% NEW $809.32 +20.2%
59 ABBV ABBVIE INC COM Healthcare 119,217.0 $27.2M 0.45% NEW $228.49 -7.9%
60 IQVIA HLDGS INC COM 117,465.0 $26.5M 0.44% NEW $225.41
61 SHW SHERWIN WILLIAMS CO COM Basic Materials 77,153.0 $25.0M 0.42% NEW $324.03 -4.6%
62 USB US BANCORP DEL COM NEW Financial Services 432,040.0 $23.1M 0.38% NEW $53.36 +0.1%
63 PG PROCTER & GAMBLE CO COM Consumer Defensive 159,112.0 $22.8M 0.38% NEW $143.31 -0.4%
64 ROP ROPER TECHNOLOGIES INC COM Industrials 50,241.0 $22.4M 0.37% NEW $445.14 -28.6%
65 LLY ELI LILLY & CO COM Healthcare 20,435.0 $22.0M 0.37% NEW $1074.67 -6.3%
66 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 146,253.0 $21.7M 0.36% NEW $148.69 +8.3%
67 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 315,543.0 $21.5M 0.36% NEW $68.11 -31.7%
68 IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 224,439.0 $18.5M 0.31% NEW $82.48 +6.5%
69 MRSH MARSH & MCLENNAN COS INC COM Financial Services 96,728.0 $17.9M 0.30% NEW $185.52 -13.7%
70 NXPI NXP SEMICONDUCTORS N V COM Technology 82,565.0 $17.9M 0.30% NEW $217.06 +35.5%
71 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 168,034.0 $17.8M 0.30% NEW $105.69 -13.2%
72 OLED UNIVERSAL DISPLAY CORP COM Technology 146,522.0 $16.5M 0.28% NEW $112.59 -17.9%
73 EOG RES INC COM 157,098.0 $16.5M 0.28% NEW $105.01
74 IWV ISHARES RUSSELL 3000 ETF 42,515.0 $16.4M 0.27% NEW $386.85 +8.1%
75 SF STIFEL FINL CORP COM Financial Services 127,579.0 $16.0M 0.27% NEW $125.22 -40.1%
76 XOM EXXON MOBIL CORP COM Energy 132,266.0 $15.9M 0.27% NEW $120.34 +27.0%
77 SYK STRYKER CORPORATION COM Healthcare 44,615.0 $15.7M 0.26% NEW $351.48 -13.1%
78 MFC MANULIFE FINL CORP COM Financial Services 416,958.0 $15.1M 0.25% NEW $36.28 +3.5%
79 CSCO CISCO SYS INC COM Technology 192,656.0 $14.8M 0.25% NEW $77.03 +50.0%
80 EW EDWARDS LIFESCIENCES CORP COM Healthcare 171,848.0 $14.7M 0.24% NEW $85.25 -4.6%
81 ZTS ZOETIS INC CL A Healthcare 115,176.0 $14.5M 0.24% NEW $125.82 -40.0%
82 GS GOLDMAN SACHS GROUP INC COM Financial Services 15,124.0 $13.3M 0.22% NEW $879.02 +10.2%
83 CAT CATERPILLAR INC COM Industrials 23,123.0 $13.2M 0.22% NEW $572.88 +55.1%
84 WMB WILLIAMS COS INC COM Energy 213,840.0 $12.9M 0.21% NEW $60.11 +29.2%
85 SCHWAB CHARLES CORP COM 127,833.0 $12.8M 0.21% NEW $99.91
86 PANW PALO ALTO NETWORKS INC COM Technology 67,940.0 $12.5M 0.21% NEW $184.20 +29.3%
87 IJR ISHARES CORE S&P SMALL CAP ETF 100,880.0 $12.1M 0.20% NEW $120.19 +11.4%
88 EFA ISHARES MSCI EAFE ETF 120,644.0 $11.6M 0.19% NEW $96.03 +5.9%
89 ABT ABBOTT LABS COM Healthcare 91,290.0 $11.4M 0.19% NEW $125.29 -32.6%
90 CVX CHEVRON CORP NEW COM Energy 74,222.0 $11.3M 0.19% NEW $152.41 +22.5%
91 VIGI VANGUARD DIVIDEND APPRECIATION ETF 50,103.0 $11.0M 0.18% NEW $219.78 -58.1%
92 J JACOBS SOLUTIONS INC COM Industrials 82,663.0 $10.9M 0.18% NEW $132.46 -14.9%
93 MRK MERCK & CO INC COM Healthcare 103,929.0 $10.9M 0.18% NEW $105.26 +7.7%
94 AAL AMERICAN ELEC PWR CO INC COM Industrials 53,220.0 $10.9M 0.18% NEW $203.95 -94.0%
95 ADI ANALOG DEVICES INC COM Technology 38,626.0 $10.5M 0.17% NEW $271.20 +53.9%
96 TT TRANE TECHNOLOGIES PLC SHS Industrials 26,224.0 $10.2M 0.17% NEW $389.19 +23.8%
97 CCEP COCA COLA CO COM Consumer Defensive 145,594.0 $10.2M 0.17% NEW $69.91 +27.8%
98 MCD MCDONALDS CORP COM Consumer Cyclical 32,282.0 $9.9M 0.16% NEW $305.63 -10.0%
99 BFST INTERNATIONAL BUSINESS MACHS COM Financial Services 32,985.0 $9.8M 0.16% NEW $296.21 -90.9%
100 LAZ LAZARD INC COM Financial Services 196,848.0 $9.6M 0.16% NEW $48.56 -5.4%
101 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 108,484.0 $9.1M 0.15% NEW $83.85 +12.2%
102 VO VANGUARD MID-CAP ETF 31,329.0 $9.1M 0.15% NEW $290.22 -73.6%
103 STAG STAG INDUSTRIAL INC COM Real Estate 247,066.0 $9.1M 0.15% NEW $36.76 +3.5%
104 TSLA TESLA INC COM Consumer Cyclical 19,567.0 $8.8M 0.15% NEW $449.71 -1.4%
105 NEE NEXTERA ENERGY INC COM Utilities 107,996.0 $8.7M 0.14% NEW $80.28 +19.2%
106 ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 177,145.0 $8.6M 0.14% NEW $48.75 -1.3%
107 VB VANGUARD SMALL-CAP ETF 32,958.0 $8.5M 0.14% NEW $257.95 +9.3%
108 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 160,109.0 $8.5M 0.14% NEW $52.88 -1.2%
109 NOW SERVICENOW INC COM Technology 55,037.0 $8.4M 0.14% NEW $153.19 -40.9%
110 AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN Financial Services 218,727.0 $8.4M 0.14% NEW $38.48 -1.1%
111 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 308,653.0 $7.9M 0.13% NEW $25.75 -1.8%
112 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 48,947.0 $7.9M 0.13% NEW $160.97 -39.5%
113 WMT WALMART INC COM Consumer Defensive 67,540.0 $7.5M 0.12% NEW $111.41 +18.9%
114 TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF 163,498.0 $7.5M 0.12% NEW $45.71 -1.2%
115 ARCC ARES CAPITAL CORP COM Financial Services 364,735.0 $7.4M 0.12% NEW $20.23 -6.6%
116 IBCP INDEPENDENT BK CORP MASS COM Financial Services 95,402.0 $7.0M 0.12% NEW $73.08 -54.4%
117 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 356,258.0 $6.5M 0.11% NEW $18.37 -15.6%
118 VTI VANGUARD TOTAL STOCK MARKET ETF 19,449.0 $6.5M 0.11% NEW $335.27 +8.2%
119 TTD THE TRADE DESK INC COM CL A Technology 167,209.0 $6.3M 0.11% NEW $37.96 -46.2%
120 JPEF JPMORGAN EQUITY FOCUS ETF 83,606.0 $6.2M 0.10% NEW $74.69 +7.4%
121 EMR EMERSON ELEC CO COM Industrials 46,904.0 $6.2M 0.10% NEW $132.72 +3.9%
122 AKAM AKAMAI TECHNOLOGIES INC COM Technology 70,804.0 $6.2M 0.10% NEW $87.25 +72.9%
123 RTX RTX CORPORATION COM Industrials 31,725.0 $5.8M 0.10% NEW $183.40 -4.2%
124 IWF ISHARES RUSSELL 1000 GROWTH ETF 12,277.0 $5.8M 0.10% NEW $473.31 -73.7%
125 WFC WELLS FARGO & CO COM Financial Services 59,303.0 $5.5M 0.09% NEW $93.20 -20.8%
126 DISNEY WALT CO COM 44,820.0 $5.1M 0.09% NEW $113.77
127 SCHB SCHWAB U.S. BROAD MARKET ETF 192,604.0 $5.1M 0.08% NEW $26.23 +8.3%
128 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 36,347.0 $5.0M 0.08% NEW $137.97 +1.9%
129 CMCSA COMCAST CORP NEW CL A Communication Services 167,370.0 $5.0M 0.08% NEW $29.89 -17.2%
130 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 24,017.0 $4.9M 0.08% NEW $203.19 +77.9%
131 MDY SPDR S&P MIDCAP 400 ETF TRUST Financial Services 8,005.0 $4.8M 0.08% NEW $603.28 +9.3%
132 III INFORMATION SVCS GROUP INC COM Technology 819,090.0 $4.7M 0.08% NEW $5.78 -28.7%
133 PSP INVESCO GLOBAL LISTED PRIVATE EQUITY ETF 70,000.0 $4.7M 0.08% NEW $67.07 -10.9%
134 AMGN AMGEN INC COM Healthcare 14,109.0 $4.6M 0.08% NEW $327.31 -0.3%
135 ETN EATON CORP PLC SHS Industrials 14,368.0 $4.6M 0.08% NEW $318.51 +28.1%
136 GE GE AEROSPACE COM NEW Industrials 14,490.0 $4.5M 0.07% NEW $308.02 -5.4%
137 IT GARTNER INC COM Technology 17,022.0 $4.3M 0.07% NEW $252.28 -44.2%
138 IWB ISHARES RUSSELL 1000 ETF 11,475.0 $4.3M 0.07% NEW $373.45 +7.8%
139 VBK VANGUARD SMALL-CAP GROWTH ETF 14,113.0 $4.3M 0.07% NEW $302.11 +11.7%
140 ECL ECOLAB INC COM Basic Materials 16,111.0 $4.2M 0.07% NEW $262.52 -5.2%
141 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 23,773.0 $4.2M 0.07% NEW $177.75 -24.8%
142 CBRE CBRE GROUP INC CL A Real Estate 26,251.0 $4.2M 0.07% NEW $160.79 -19.2%
143 KVYO KLAVIYO INC COM SER A Technology 128,937.0 $4.2M 0.07% NEW $32.47 -55.8%
144 IWM ISHARES RUSSELL 2000 ETF 16,744.0 $4.1M 0.07% NEW $246.16 +12.8%
145 ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 58,674.0 $4.1M 0.07% NEW $69.31 +22.6%
146 ILCB ISHARES MORNINGSTAR U.S. EQUITY ETF 42,683.0 $4.0M 0.07% NEW $94.38 +8.3%
147 SEI INVTS CO COM 48,807.0 $4.0M 0.07% NEW $82.02
148 NFLX NETFLIX INC. COM Communication Services 41,217.0 $3.9M 0.06% NEW $93.76 -7.3%
149 SHM SPDR NUVEEN BLMBG ST MUNBD ETF 80,192.0 $3.8M 0.06% NEW $47.99 -0.6%
150 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 27,119.0 $3.8M 0.06% NEW $141.16 +12.3%
151 SBUX STARBUCKS CORP COM Consumer Cyclical 44,538.0 $3.8M 0.06% NEW $84.21 +26.4%
152 GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 102,877.0 $3.7M 0.06% NEW $36.23
153 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 68,550.0 $3.7M 0.06% NEW $53.83 +13.3%
154 PM PHILIP MORRIS INTL INC COM Consumer Defensive 22,720.0 $3.6M 0.06% NEW $160.40 +19.6%
155 VERX VERTEX PHARMACEUTICALS INC COM Technology 8,003.0 $3.6M 0.06% NEW $453.35 -97.3%
156 FISV FISERV INC COM Technology 52,330.0 $3.5M 0.06% NEW $67.17 -20.4%
157 GLW CORNING INC COM Technology 40,031.0 $3.5M 0.06% NEW $87.56 +137.9%
158 PFE PFIZER INC COM Healthcare 139,928.0 $3.5M 0.06% NEW $24.90 +3.4%
159 WT WISDOMTREE FLOATING RATE TREASURY FUND Financial Services 66,156.0 $3.4M 0.06% NEW $51.71 -61.7%
160 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 5,918.0 $3.4M 0.06% NEW $566.39 -24.4%
161 VUG VANGUARD GROWTH ETF 6,812.0 $3.3M 0.06% NEW $487.86 -82.1%
162 VTV VANGUARD VALUE ETF 17,045.0 $3.3M 0.05% NEW $190.99 +8.2%
163 FTV FORTIVE CORP COM Technology 56,885.0 $3.1M 0.05% NEW $55.22 +6.7%
164 VOT VANGUARD MID-CAP GROWTH ETF 11,212.0 $3.1M 0.05% NEW $279.14 +2.3%
165 CL COLGATE PALMOLIVE CO COM Consumer Defensive 39,520.0 $3.1M 0.05% NEW $79.02 +11.5%
166 MS MORGAN STANLEY COM NEW Financial Services 17,511.0 $3.1M 0.05% NEW $177.53 +9.6%
167 VGT VANGUARD INFORMATION TECHNOLOGY ETF 3,898.0 $2.9M 0.05% NEW $753.79 -85.0%
168 CRWD CROWDSTRIKE HLDGS INC CL A Technology 6,100.0 $2.9M 0.05% NEW $468.74 +23.7%
169 GEV GE VERNOVA INC COM Utilities 4,353.0 $2.8M 0.05% NEW $653.63 +66.8%
170 BSV VANGUARD SHORT-TERM BOND ETF 35,467.0 $2.8M 0.05% NEW $78.81 -1.3%
171 ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 60,721.0 $2.8M 0.05% NEW $45.98 +10.9%
172 WASH WASHINGTON TR BANCORP INC COM Financial Services 94,221.0 $2.8M 0.05% NEW $29.55 +5.9%
173 VLTO VERALTO CORP COM SHS Industrials 27,220.0 $2.7M 0.04% NEW $99.78 -14.5%
174 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 26,714.0 $2.7M 0.04% NEW $100.89 -4.2%
175 SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 19,229.0 $2.7M 0.04% NEW $139.35 +7.4%
176 GLD SPDR GOLD SHARES Financial Services 6,700.0 $2.7M 0.04% NEW $396.32 +7.8%
177 GD GENERAL DYNAMICS CORP COM Industrials 17,995.0 $2.6M 0.04% NEW $146.70 +132.2%
178 AMD ADVANCED MICRO DEVICES INC COM Technology 12,312.0 $2.6M 0.04% NEW $214.15 +98.0%
179 BLK BLACKROCK INC COM Financial Services 2,450.0 $2.6M 0.04% NEW $1070.27 +1.1%
180 LOWES COS INC COM 10,853.0 $2.6M 0.04% NEW $241.16
181 IAT ISHARES U.S. REGIONAL BANKS ETF 46,026.0 $2.5M 0.04% NEW $55.15 +0.5%
182 IUSV ISHARES CORE S&P US VALUE ETF 24,681.0 $2.5M 0.04% NEW $102.54 +5.5%
183 LMT LOCKHEED MARTIN CORP COM Industrials 5,110.0 $2.5M 0.04% NEW $483.71 +7.6%
184 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS Technology 8,036.0 $2.4M 0.04% NEW $303.90 +37.5%
185 NTNX NUTANIX INC CL A Technology 47,156.0 $2.4M 0.04% NEW $51.69 -11.9%
186 INTU INTUIT COM Technology 3,640.0 $2.4M 0.04% NEW $662.44 -42.9%
187 PH PARKER-HANNIFIN CORP COM Industrials 2,742.0 $2.4M 0.04% NEW $878.98 +0.2%
188 UNP UNION PAC CORP COM Industrials 10,414.0 $2.4M 0.04% NEW $231.33 +16.4%
189 IBB ISHARES BIOTECHNOLOGY ETF 14,211.0 $2.4M 0.04% NEW $168.78 -1.2%
190 PJT PJT PARTNERS INC COM CL A Financial Services 14,339.0 $2.4M 0.04% NEW $167.20 -4.5%
191 IVE ISHARES S&P 500 VALUE ETF 10,910.0 $2.3M 0.04% NEW $212.07 +5.4%
192 RARE ULTRAGENYX PHARMACEUTICAL INC COM Healthcare 100,131.0 $2.3M 0.04% NEW $23.00 +12.2%
193 AON AON PLC SHS CL A Financial Services 6,429.0 $2.3M 0.04% NEW $352.88 -10.1%
194 GILD GILEAD SCIENCES INC COM Healthcare 18,243.0 $2.2M 0.04% NEW $122.74 +7.6%
195 WAL WESTERN DIGITAL CORP COM Financial Services 18,221.0 $2.2M 0.04% NEW $119.58 -36.5%
196 BSX BOSTON SCIENTIFIC CORP COM Healthcare 22,829.0 $2.2M 0.04% NEW $95.35 -44.8%
197 CCI CROWN CASTLE INC COM Real Estate 24,061.0 $2.1M 0.04% NEW $88.87 -2.5%
198 SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 63,171.0 $2.1M 0.04% NEW $33.81 -1.5%
199 APPS DIGITAL RLTY TR INC COM Technology 13,431.0 $2.1M 0.04% NEW $154.71 -97.3%
200 ENTG ENTEGRIS INC COM Technology 24,543.0 $2.1M 0.03% NEW $84.25 +65.3%
201 IVW ISHARES S&P 500 GROWTH ETF 16,401.0 $2.0M 0.03% NEW $123.26 +10.9%
202 SMTH ALPS/SMITH CORE PLUS BOND ETF 77,075.0 $2.0M 0.03% NEW $26.07 -1.9%
203 UNH UNITEDHEALTH GROUP INC COM Healthcare 5,898.0 $1.9M 0.03% NEW $330.10 +20.9%
204 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 5,051.0 $1.9M 0.03% NEW $383.34 +4.2%
205 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 11,197.0 $1.8M 0.03% NEW $161.95 -3.8%
206 IJK ISHARES S&P MID-CAP 400 GROWTH ETF 18,625.0 $1.8M 0.03% NEW $96.88 +13.9%
207 IWO ISHARES RUSSELL 2000 GROWTH ETF 5,499.0 $1.8M 0.03% NEW $323.01 +12.1%
208 BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS Financial Services 37,452.0 $1.7M 0.03% NEW $46.52 +3.0%
209 AMTM AMENTUM HOLDINGS INC COM Industrials 59,939.0 $1.7M 0.03% NEW $29.00 -20.8%
210 CIDARA THERAPEUTICS INC COM NEW 7,683.0 $1.7M 0.03% NEW $220.89
211 OREILLY AUTOMOTIVE INC COM 18,602.0 $1.7M 0.03% NEW $91.21
212 AME AMETEK INC COM Industrials 8,263.0 $1.7M 0.03% NEW $205.31 +11.0%
213 MU MICRON TECHNOLOGY INC COM Technology 5,798.0 $1.7M 0.03% NEW $285.40 +171.9%
214 GINN INNOVATE EQUITY ETF 22,613.0 $1.7M 0.03% NEW $73.10 +4.8%
215 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 25,786.0 $1.6M 0.03% NEW $62.47 +10.6%
216 CBNK CAPITAL ONE FINL CORP COM Financial Services 6,535.0 $1.6M 0.03% NEW $242.36 -87.6%
217 MMM 3M Company Industrials 9,881.0 $1.6M 0.03% NEW $160.09 -9.4%
218 CVS CVS HEALTH CORP COM Healthcare 19,793.0 $1.6M 0.03% NEW $79.36 +22.4%
219 C CITIGROUP INC COM NEW Financial Services 13,286.0 $1.6M 0.03% NEW $116.69 +5.8%
220 SNA SNAP ON INC COM Industrials 4,494.0 $1.5M 0.03% NEW $344.60 +6.3%
221 TGT TARGET CORP COM Consumer Defensive 15,714.0 $1.5M 0.03% NEW $97.75 +25.9%
222 DE DEERE & CO COM Industrials 3,145.0 $1.5M 0.02% NEW $465.59 +23.4%
223 CMI CUMMINS INC COM Industrials 2,854.0 $1.5M 0.02% NEW $510.49 +40.3%
224 VWO VANGUARD FTSE EMERGING MARKETS ETF 26,574.0 $1.4M 0.02% NEW $53.76 +8.7%
225 NSC NORFOLK SOUTHN CORP COM Industrials 4,890.0 $1.4M 0.02% NEW $288.72 +10.0%
226 IR INGERSOLL RAND INC COM Industrials 17,793.0 $1.4M 0.02% NEW $79.22 -9.3%
227 IYE ISHARES U.S. ENERGY ETF 29,438.0 $1.4M 0.02% NEW $47.53 +32.5%
228 CM CANADIAN IMPERIAL BANK OF COMM COM Financial Services 19,318.0 $1.4M 0.02% NEW $71.93 +54.7%
229 DVYE ISHARES EMERGING MARKETS DIVIDEND ETF 44,119.0 $1.4M 0.02% NEW $31.16 +8.6%
230 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 5,324.0 $1.4M 0.02% NEW $257.25 -16.6%
231 NKE NIKE INC CL B Consumer Cyclical 21,364.0 $1.4M 0.02% NEW $63.71 -34.0%
232 NAII NATURAL GROCERS BY VITAMIN COM Consumer Defensive 53,565.0 $1.3M 0.02% NEW $25.05 -89.4%
233 MO ALTRIA GROUP INC COM Consumer Defensive 22,944.0 $1.3M 0.02% NEW $57.66 +25.6%
234 ITW ILLINOIS TOOL WKS INC COM Industrials 5,356.0 $1.3M 0.02% NEW $246.29 +1.8%
235 IUSG ISHARES CORE S&P U.S. GROWTH ETF 7,716.0 $1.3M 0.02% NEW $167.94 +11.2%
236 LIN LINDE PLC SHS Basic Materials 3,038.0 $1.3M 0.02% NEW $426.46 +20.0%
237 WY WEYERHAEUSER CO COM NEW Real Estate 54,510.0 $1.3M 0.02% NEW $23.69 -1.4%
238 FLRT PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF 27,324.0 $1.3M 0.02% NEW $47.14 -0.5%
239 WM WASTE MGMT INC DEL COM Industrials 5,807.0 $1.3M 0.02% NEW $219.73 -0.4%
240 QLV FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND 17,693.0 $1.3M 0.02% NEW $72.06 +4.8%
241 CB CHUBB LIMITED COM Financial Services 4,032.0 $1.3M 0.02% NEW $312.13 +3.9%
242 PALOMAR HLDGS INC COM 9,178.0 $1.2M 0.02% NEW $134.76
243 NOC NORTHROP GRUMMAN CORP COM Industrials 2,129.0 $1.2M 0.02% NEW $570.11 -3.8%
244 ANET ARISTA NETWORKS INC COM SHS Technology 8,849.0 $1.2M 0.02% NEW $131.04 +8.3%
245 VT VANGUARD TOTAL WORLD STOCK ETF 8,130.0 $1.1M 0.02% NEW $141.06 +8.8%
246 PATRICK INDS INC COM 10,374.0 $1.1M 0.02% NEW $108.43
247 ARCB ARCBEST CORP COM Industrials 15,152.0 $1.1M 0.02% NEW $74.19 +65.4%
248 MDT MEDTRONIC PLC SHS Healthcare 11,602.0 $1.1M 0.02% NEW $96.06 -19.9%
249 MKL MARKEL GROUP INC COM Financial Services 514.0 $1.1M 0.02% NEW $2149.40 -14.1%
250 ATI ATI INC COM Industrials 9,612.0 $1.1M 0.02% NEW $114.76 +34.4%
251 CWEN CLEARWAY ENERGY INC CL C Utilities 33,077.0 $1.1M 0.02% NEW $33.26 +14.4%
252 PGR PROGRESSIVE CORP COM Financial Services 4,825.0 $1.1M 0.02% NEW $227.72 -13.9%
253 INTC INTEL CORP COM Technology 29,743.0 $1.1M 0.02% NEW $36.90 +214.2%
254 CHART INDS INC COM 5,272.0 $1.1M 0.02% NEW $206.23
255 CYBERARK SOFTWARE LTD SHS 2,412.0 $1.1M 0.02% NEW $446.06
256 DOV DOVER CORP COM Industrials 5,435.0 $1.1M 0.02% NEW $195.26 +9.8%
257 LEN.B LENNAR CORP CL A Industrials 10,295.0 $1.1M 0.02% NEW $102.80 -16.0%
258 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 9,153.0 $1.0M 0.02% NEW $113.72 +10.5%
259 BNDX VANGUARD TOTAL BOND MARKET ETF 13,972.0 $1.0M 0.02% NEW $74.07 -35.8%
260 EA ELECTRONIC ARTS INC COM Communication Services 5,053.0 $1.0M 0.02% NEW $204.33 -1.7%
261 T AT&T INC COM Communication Services 41,006.0 $1.0M 0.02% NEW $24.84 -0.7%
262 ASML ASML HLDG NV N Y REGISTRY SHS Technology 948.0 $1.0M 0.02% NEW $1070.10 +40.3%
263 PFF ISHARES PREFERRED & INCOME SECURITIES ETF 32,036.0 $992K 0.02% NEW $30.96 +0.9%
264 STE STERIS PLC SHS USD Healthcare 3,898.0 $988K 0.02% NEW $253.52 -14.8%
265 AVT AVNET INC COM Technology 20,399.0 $981K 0.02% NEW $48.08 +74.8%
266 VIRT VIRTU FINL INC CL A Financial Services 29,369.0 $979K 0.02% NEW $33.32 +65.0%
267 IEI ISHARES 3-7 YEAR TREASURY BOND ETF 8,196.0 $978K 0.02% NEW $119.34 -2.0%
268 PULTE GROUP INC COM 8,335.0 $977K 0.02% NEW $117.26
269 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 11,128.0 $960K 0.02% NEW $86.28 -5.3%
270 UBER UBER TECHNOLOGIES INC COM Technology 11,569.0 $945K 0.02% NEW $81.71 -8.6%
271 IRM IRON MTN INC DEL COM Real Estate 11,243.0 $933K 0.02% NEW $82.95 +54.0%
272 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 3,175.0 $932K 0.02% NEW $293.59 +4.8%
273 EFIV STATE STREET SPDR S&P 500 ESG ETF 13,840.0 $916K 0.01% NEW $66.15 +8.4%
274 EEM ISHARES MSCI EMERGING MARKETS ETF 16,615.0 $909K 0.01% NEW $54.71 +18.9%
275 CQP CHENIERE ENERGY INC COM NEW Energy 4,604.0 $895K 0.01% NEW $194.39 -67.2%
276 RJF RAYMOND JAMES FINL INC COM Financial Services 5,562.0 $893K 0.01% NEW $160.59 -3.1%
277 DUK DUKE ENERGY CORP NEW COM NEW Utilities 7,615.0 $893K 0.01% NEW $117.21 +6.1%
278 QQQM INVESCO NASDAQ 100 ETF 3,496.0 $884K 0.01% NEW $252.93 +15.4%
279 AMJB ALERIAN MLP INDEX ETNS DUE JANUARY 28, 2044 Financial Services 29,224.0 $874K 0.01% NEW $29.91 +23.4%
280 CEG CONSTELLATION ENERGY CORP COM Utilities 2,448.0 $865K 0.01% NEW $353.26 -24.4%
281 BUZZ BOEING CO COM 3,973.0 $863K 0.01% NEW $217.10 -83.2%
282 MRVL MARVELL TECHNOLOGY INC COM Technology 10,094.0 $858K 0.01% NEW $84.98 +114.8%
283 IWD ISHARES RUSSELL 1000 VALUE ETF 4,052.0 $852K 0.01% NEW $210.32 +10.4%
284 AMP AMERIPRISE FINL INC COM Financial Services 1,711.0 $839K 0.01% NEW $490.34 -4.1%
285 ADSK AUTODESK INC COM Technology 2,829.0 $837K 0.01% NEW $295.99 -20.1%
286 CARR CARRIER GLOBAL CORPORATION COM Industrials 15,815.0 $836K 0.01% NEW $52.84 +22.4%
287 KVUE KENVUE INC COM Consumer Defensive 48,333.0 $834K 0.01% NEW $17.25 -0.4%
288 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 10,740.0 $823K 0.01% NEW $76.67 +11.9%
289 TYL TYLER TECHNOLOGIES INC COM Technology 1,809.0 $821K 0.01% NEW $453.95 -34.1%
290 CDNS CADENCE DESIGN SYSTEM INC COM Technology 2,572.0 $804K 0.01% NEW $312.56 +11.1%
291 VZ VERIZON COMMUNICATIONS INC COM Communication Services 19,587.0 $798K 0.01% NEW $40.73 +15.5%
292 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 9,564.0 $792K 0.01% NEW $82.82 -0.9%
293 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 14,619.0 $789K 0.01% NEW $53.94 +5.7%
294 CPRT COPART INC COM Industrials 19,864.0 $778K 0.01% NEW $39.15 -16.6%
295 COP CONOCOPHILLIPS COM Energy 8,119.0 $760K 0.01% NEW $93.61 +27.1%
296 STLD STEEL DYNAMICS INC COM Basic Materials 4,420.0 $749K 0.01% NEW $169.45 +38.5%
297 VBR VANGUARD SMALL CAP VALUE ETF 3,494.0 $740K 0.01% NEW $211.79 +7.3%
298 BJS WHSL CLUB HLDGS INC COM 8,211.0 $739K 0.01% NEW $90.03
299 MTB M & T BK CORP COM Financial Services 3,631.0 $732K 0.01% NEW $201.50 +2.1%
300 IAU* ISHARES GOLD TRUST 8,979.0 $729K 0.01% NEW $81.17
301 HXL HEXCEL CORP NEW COM Industrials 9,828.0 $726K 0.01% NEW $73.90 +25.1%
302 IDXX IDEXX LABS INC COM Healthcare 1,068.0 $723K 0.01% NEW $676.53 -21.2%
303 HASI HA SUSTAINABLE INFRA CAP INC COM Financial Services 22,827.0 $717K 0.01% NEW $31.43 +31.7%
304 SREA SEMPRA COM Utilities 8,106.0 $716K 0.01% NEW $88.29 -75.6%
305 APP APPLOVIN CORP COM CL A Technology 1,061.0 $715K 0.01% NEW $673.86 -25.7%
306 KKRT KKR & CO INC COM Financial Services 5,585.0 $712K 0.01% NEW $127.49 -80.2%
307 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 9,330.0 $711K 0.01% NEW $76.23 -7.0%
308 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 14,595.0 $709K 0.01% NEW $48.58 +78.7%
309 PEG PUBLIC STORAGE OPER CO COM Utilities 6,762.0 $709K 0.01% NEW $104.79 -25.8%
310 FAST FASTENAL CO COM Industrials 17,637.0 $708K 0.01% NEW $40.13 +9.6%
311 MCK MCKESSON CORP COM Healthcare 862.0 $707K 0.01% NEW $819.85 -8.9%
312 TRV TRAVELERS COMPANIES INC COM Financial Services 2,432.0 $705K 0.01% NEW $290.08 +2.8%
313 EMP ENTERGY CORP NEW COM Utilities 7,571.0 $700K 0.01% NEW $92.43 -77.6%
314 ABNB AIRBNB INC COM CL A Consumer Cyclical 5,140.0 $698K 0.01% NEW $135.72 -2.1%
315 PAAA PGIM AAA CLO ETF 13,450.0 $689K 0.01% NEW $51.26 +0.3%
316 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 11,431.0 $685K 0.01% NEW $59.93 -2.2%
317 PHO INVESCO WATER RESOURCES ETF 9,696.0 $683K 0.01% NEW $70.41 -8.6%
318 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 6,179.0 $681K 0.01% NEW $110.19 -2.1%
319 DVY ISHARES SELECT DIVIDEND ETF 4,738.0 $669K 0.01% NEW $141.14 +7.0%
320 YUM YUM BRANDS INC COM Consumer Cyclical 4,399.0 $666K 0.01% NEW $151.29 -0.4%
321 DSGX DESCARTES SYS GROUP INC COM Technology 7,591.0 $665K 0.01% NEW $87.66 -23.3%
322 RAL RALLIANT CORP COM Industrials 12,936.0 $659K 0.01% NEW $50.92 +18.0%
323 ONEOK INC NEW COM 8,931.0 $656K 0.01% NEW $73.50
324 HWM HOWMET AEROSPACE INC COM Industrials 3,098.0 $635K 0.01% NEW $205.02 +32.8%
325 PAYC PAYCOM SOFTWARE INC COM Technology 3,920.0 $625K 0.01% NEW $159.36 -16.2%
326 ROK ROCKWELL AUTOMATION INC COM Industrials 1,603.0 $624K 0.01% NEW $389.07 +17.3%
327 GWW WW GRAINGER INC COM Industrials 615.0 $620K 0.01% NEW $1008.45 +27.3%
328 VLO VALERO ENERGY CORP COM Energy 3,778.0 $615K 0.01% NEW $162.81 +50.3%
329 SOXX ISHARES SEMICONDUCTOR ETF 2,041.0 $615K 0.01% NEW $301.11 +69.1%
330 EXACT SCIENCES CORP COM 6,046.0 $614K 0.01% NEW $101.56
331 EBC EASTERN BANKSHARES INC COM Financial Services 33,164.0 $611K 0.01% NEW $18.43 +5.5%
332 NEM NEWMONT CORP COM Basic Materials 6,102.0 $609K 0.01% NEW $99.84 +16.5%
333 MUNY VANGUARD NEW YORK TAX-EXEMPT BOND ETF 5,895.0 $609K 0.01% NEW $103.23
334 HQY HEALTHEQUITY INC COM Healthcare 6,560.0 $601K 0.01% NEW $91.61 -10.1%
335 CMF ISHARES CALIFORNIA MUNI BOND ETF 10,392.0 $597K 0.01% NEW $57.46 -1.2%
336 CTVA CORTEVA INC COM Basic Materials 8,849.0 $593K 0.01% NEW $67.03 +24.3%
337 PLD PROLOGIS INC. COM Real Estate 4,624.0 $590K 0.01% NEW $127.67 +11.7%
338 MET METLIFE INC COM Financial Services 7,466.0 $589K 0.01% NEW $78.94 +0.3%
339 HCA HCA HEALTHCARE INC COM Healthcare 1,261.0 $589K 0.01% NEW $466.86 -7.3%
340 THC TENET HEALTHCARE CORP COM NEW Healthcare 2,952.0 $587K 0.01% NEW $198.72 -0.1%
341 IWR ISHARES RUSSELL MIDCAP ETF 5,956.0 $573K 0.01% NEW $96.27 +7.7%
342 TEL TE CONNECTIVITY PLC ORD SHS Technology 2,513.0 $572K 0.01% NEW $227.55 -9.2%
343 BANK NEW YORK MELLON CORP COM 4,904.0 $569K 0.01% NEW $116.09
344 HAS HASBRO INC COM Consumer Cyclical 6,936.0 $569K 0.01% NEW $82.00 +16.6%
345 MCO MOODYS CORP COM Financial Services 1,107.0 $566K 0.01% NEW $511.02 -15.3%
346 LH LABCORP HOLDINGS INC COM SHS Healthcare 2,233.0 $560K 0.01% NEW $250.88 +1.3%
347 MARA MARATHON PETE CORP COM Financial Services 3,426.0 $557K 0.01% NEW $162.63 -91.8%
348 VFH VANGUARD FINANCIALS ETF 4,152.0 $554K 0.01% NEW $133.49 -6.1%
349 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 4,019.0 $554K 0.01% NEW $137.80 -2.6%
350 ESGD ISHARES ESG AWARE MSCI EAFE ETF 5,778.0 $549K 0.01% NEW $95.09 +5.7%
351 REGN REGENERON PHARMACEUTICALS COM Healthcare 711.0 $549K 0.01% NEW $771.66 -7.6%
352 NVS NOVARTIS AG SPONSORED ADR Healthcare 3,979.0 $549K 0.01% NEW $137.87 +8.6%
353 AZO AUTOZONE INC COM Consumer Cyclical 161.0 $547K 0.01% NEW $3395.29 -2.2%
354 SWK STANLEY BLACK & DECKER INC COM Industrials 7,316.0 $543K 0.01% NEW $74.28 +4.2%
355 BALL BALL CORP COM Consumer Cyclical 10,160.0 $538K 0.01% NEW $52.97 +4.2%
356 ED CONSOLIDATED EDISON INC COM Utilities 5,348.0 $531K 0.01% NEW $99.32 +7.9%
357 A AGILENT TECHNOLOGIES INC COM Healthcare 3,882.0 $528K 0.01% NEW $136.08 -17.9%
358 DD DUPONT DE NEMOURS INC COM Basic Materials 13,041.0 $524K 0.01% NEW $40.20 +25.9%
359 DAL DELTA AIR LINES INC DEL COM NEW Industrials 7,534.0 $523K 0.01% NEW $69.40 +3.1%
360 TD TORONTO DOMINION BK ONT COM NEW Financial Services 5,428.0 $511K 0.01% NEW $94.20 +14.9%
361 DSI ISHARES ESG MSCI KLD 400 ETF 3,928.0 $506K 0.01% NEW $128.82 +9.3%
362 HEICO CORP NEW CL A 2,002.0 $505K 0.01% NEW $252.43
363 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 1,441.0 $505K 0.01% NEW $350.54 +13.2%
364 SCHF SCHWAB INTERNATIONAL EQUITY ETF 20,988.0 $505K 0.01% NEW $24.04 +11.1%
365 DECK DECKERS OUTDOOR CORP COM Consumer Cyclical 4,853.0 $503K 0.01% NEW $103.67 -8.4%
366 ON ON SEMICONDUCTOR CORP COM Technology 9,284.0 $503K 0.01% NEW $54.15 +118.6%
367 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 3,186.0 $500K 0.01% NEW $156.80 +26.8%
368 COR CENCORA INC COM Healthcare 1,468.0 $496K 0.01% NEW $337.76 -22.7%
369 EFSC ENTERPRISE PRODS PARTNERS L P COM Financial Services 15,392.0 $493K 0.01% NEW $32.06 +85.2%
370 NUE NUCOR CORP COM Basic Materials 3,023.0 $493K 0.01% NEW $163.11 +42.8%
371 AN AUTONATION INC COM Consumer Cyclical 2,388.0 $493K 0.01% NEW $206.48 -10.8%
372 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 5,932.0 $492K 0.01% NEW $83.01 -44.5%
373 SAP SAP SE SPON ADR Technology 2,016.0 $490K 0.01% NEW $242.97 -32.4%
374 CSL CARLISLE COS INC COM Industrials 1,526.0 $488K 0.01% NEW $319.86 +8.8%
375 WAT WATERS CORP COM Healthcare 1,284.0 $488K 0.01% NEW $379.77 -12.3%
376 JCI JOHNSON CTLS INTL PLC SHS Industrials 4,056.0 $486K 0.01% NEW $119.76 +20.1%
377 SHEL SHELL PLC SPON ADS Energy 6,503.0 $478K 0.01% NEW $73.48 +15.0%
378 CI THE CIGNA GROUP COM Healthcare 1,726.0 $475K 0.01% NEW $275.19 +3.7%
379 NDAQ NASDAQ INC COM Financial Services 4,859.0 $472K 0.01% NEW $97.13 -6.4%
380 IJJ ISHARES S&P MID-CAP 400 VALUE ETF 3,566.0 $469K 0.01% NEW $131.60 +4.8%
381 DGX QUEST DIAGNOSTICS INC COM Healthcare 2,702.0 $469K 0.01% NEW $173.53 +8.3%
382 MAS MASCO CORP COM Industrials 7,388.0 $469K 0.01% NEW $63.46 +7.6%
383 FDX FEDEX CORP COM Industrials 1,621.0 $468K 0.01% NEW $288.78 +31.6%
384 AFL AFLAC INC COM Financial Services 4,243.0 $468K 0.01% NEW $110.27 +5.9%
385 HSY HERSHEY CO COM Consumer Defensive 2,564.0 $467K 0.01% NEW $181.98 +4.6%
386 EXPEDIA GROUP INC COM NEW 1,642.0 $465K 0.01% NEW $283.31
387 PYPL PAYPAL HLDGS INC COM Financial Services 7,927.0 $463K 0.01% NEW $58.38 -22.9%
388 MPWR MONOLITHIC PWR SYS INC COM Technology 509.0 $462K 0.01% NEW $907.08 +77.9%
389 HOLOGIC INC COM 6,169.0 $460K 0.01% NEW $74.49
390 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 19,087.0 $458K 0.01% NEW $24.02 +42.1%
391 VRSK VERISK ANALYTICS INC COM Industrials 2,048.0 $458K 0.01% NEW $223.64 -29.9%
392 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 2,198.0 $457K 0.01% NEW $207.80 -41.7%
393 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 2,556.0 $456K 0.01% NEW $178.59 -2.8%
394 RUN SUNRUN INC COM Energy 24,399.0 $449K 0.01% NEW $18.40 -20.3%
395 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 4,590.0 $441K 0.01% NEW $96.16 -2.8%
396 TMUS T-MOBILE US INC COM Communication Services 2,173.0 $441K 0.01% NEW $203.07 -7.3%
397 WELL WELLTOWER INC COM Real Estate 2,374.0 $441K 0.01% NEW $185.58 +17.3%
398 EXC EXELON CORP COM Utilities 9,918.0 $432K 0.01% NEW $43.59 +1.9%
399 PNC FINL SVCS GROUP INC COM 2,058.0 $429K 0.01% NEW $208.68
400 PRICE T ROWE GROUP INC COM 4,190.0 $429K 0.01% NEW $102.38
401 PCAR PACCAR INC COM Industrials 3,903.0 $427K 0.01% NEW $109.51 +2.8%
402 CGI INC CL A SUB VTG 4,606.0 $425K 0.01% NEW $92.30
403 PRKS UNITED PARCEL SVCS INC CL B Consumer Cyclical 4,259.0 $422K 0.01% NEW $99.20 -64.2%
404 TSN TYSON FOODS INC CL A Consumer Defensive 7,161.0 $420K 0.01% NEW $58.62 +13.7%
405 CTAS CINTAS CORP COM Industrials 2,230.0 $419K 0.01% NEW $188.07 -11.8%
406 DELL TECHNOLOGIES INC CL C 3,315.0 $417K 0.01% NEW $125.86
407 UAC UNITED AIRLS HLDGS INC COM Financial Services 3,672.0 $411K 0.01% NEW $111.83 -91.1%
408 MTZ MASTEC INC COM Industrials 1,842.0 $400K 0.01% NEW $217.37 +100.0%
409 CASEYS GEN STORES INC COM 722.0 $399K 0.01% NEW $552.71
410 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 4,927.0 $397K 0.01% NEW $80.63 -1.5%
411 IYW ISHARES U.S. TECHNOLOGY ETF 1,973.0 $394K 0.01% NEW $199.68 +19.6%
412 COMERICA INC COM 4,465.0 $388K 0.01% NEW $86.94
413 WABTEC COM 1,818.0 $388K 0.01% NEW $213.45
414 SOJF SOUTHERN CO COM Utilities 4,440.0 $387K 0.01% NEW $87.19 -70.7%
415 SYF SYNCHRONY FINANCIAL COM Financial Services 4,636.0 $387K 0.01% NEW $83.43 -14.6%
416 IWY ISHARES RUSSELL TOP 200 GROWTH ETF 1,396.0 $387K 0.01% NEW $276.94 +5.6%
417 BIIB BIOGEN INC COM Healthcare 2,194.0 $386K 0.01% NEW $175.95 +9.7%
418 DASH DOORDASH INC CL A Communication Services 1,698.0 $384K 0.01% NEW $226.42 -32.1%
419 FCX FREEPORT-MCMORAN INC CL B Basic Materials 7,511.0 $381K 0.01% NEW $50.79 +30.2%
420 CW CURTISS WRIGHT CORP COM Industrials 685.0 $377K 0.01% NEW $550.98 +36.3%
421 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 13,087.0 $377K 0.01% NEW $28.82 -5.9%
422 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 1,689.0 $377K 0.01% NEW $223.17 -34.7%
423 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 1,203.0 $373K 0.01% NEW $310.26 +13.9%
424 RL RALPH LAUREN CORP CL A Consumer Cyclical 1,051.0 $372K 0.01% NEW $353.69 -5.6%
425 ALL ALLSTATE CORP COM Financial Services 1,765.0 $367K 0.01% NEW $208.20 +4.4%
426 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 7,854.0 $367K 0.01% NEW $46.68 -12.6%
427 BANK HAWAII CORP COM 5,346.0 $366K 0.01% NEW $68.37
428 IWN ISHARES RUSSELL 2000 VALUE ETF 2,016.0 $365K 0.01% NEW $181.21 +13.7%
429 PCG PG&E CORP COM Utilities 22,687.0 $365K 0.01% NEW $16.07 +4.6%
430 SONY SONY GROUP CORP SPONSORED ADR Technology 14,240.0 $365K 0.01% NEW $25.60 -13.6%
431 MSCI MSCI INC COM Financial Services 635.0 $364K 0.01% NEW $573.63 -0.7%
432 HNVR HANOVER INS GROUP INC COM Financial Services 1,992.0 $364K 0.01% NEW $182.77 -87.7%
433 SLB SLB LIMITED COM STK Energy 9,472.0 $364K 0.01% NEW $38.38 +45.3%
434 CMS CMS ENERGY CORP COM Utilities 5,189.0 $363K 0.01% NEW $69.93 +4.8%
435 G GENPACT LIMITED SHS Technology 7,751.0 $363K 0.01% NEW $46.78 -38.1%
436 FTNT FORTINET INC COM Technology 4,560.0 $362K 0.01% NEW $79.41 +53.5%
437 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 4,791.0 $361K 0.01% NEW $75.44 +10.2%
438 SHDG SOUNDWATCH HEDGED EQUITY ETF 11,138.0 $360K 0.01% NEW $32.30 +0.1%
439 RMD RESMED INC COM Healthcare 1,479.0 $356K 0.01% NEW $240.87 -15.9%
440 CAH CARDINAL HEALTH INC COM Healthcare 1,731.0 $356K 0.01% NEW $205.49 -5.0%
441 TER TERADYNE INC COM Technology 1,831.0 $354K 0.01% NEW $193.57 +84.2%
442 EPAM EPAM SYS INC COM Technology 1,728.0 $354K 0.01% NEW $204.88 -56.2%
443 HDB HDFC BANK LTD SPONSORED ADS Financial Services 9,676.0 $354K 0.01% NEW $36.54 -32.0%
444 MAIN MAIN STR CAP CORP COM Financial Services 5,847.0 $353K 0.01% NEW $60.39 -16.1%
445 VHT VANGUARD HEALTH CARE ETF 1,222.0 $352K 0.01% NEW $287.85 -6.0%
446 FOXA FOX CORP CL A COM Communication Services 4,807.0 $351K 0.01% NEW $73.07 -10.6%
447 BDX BECTON DICKINSON & CO COM Healthcare 1,805.0 $350K 0.01% NEW $194.07 -26.1%
448 APD AIR PRODS & CHEMS INC COM Basic Materials 1,412.0 $349K 0.01% NEW $247.08 +19.5%
449 ES EVERSOURCE ENERGY COM Utilities 5,165.0 $348K 0.01% NEW $67.33 +2.2%
450 Q QNITY ELECTRONICS INC COMMON STOCK Technology 4,228.0 $345K 0.01% NEW $81.65 +101.0%
451 EGP EASTGROUP PPTYS INC COM Real Estate 1,933.0 $344K 0.01% NEW $178.14 +13.6%
452 IVOO VANGUARD S&P MID-CAP 400 ETF 3,064.0 $343K 0.01% NEW $111.80 +9.3%
453 CRCL CIRCLE INTERNET GROUP INC COM CL A Financial Services 4,315.0 $342K 0.01% NEW $79.30 +56.2%
454 CCL CARNIVAL CORP PAIRED CTF Consumer Cyclical 11,011.0 $336K 0.01% NEW $30.54 -19.3%
455 ACGL ARCH CAP GROUP LTD ORD Financial Services 3,504.0 $336K 0.01% NEW $95.91 -2.0%
456 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 9,051.0 $335K 0.01% NEW $37.00 -11.8%
457 EBAY EBAY INC. COM Consumer Cyclical 3,842.0 $335K 0.01% NEW $87.10 +30.0%
458 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 1,204.0 $332K 0.01% NEW $275.39 +192.2%
459 SNPS SYNOPSYS INC COM Technology 704.0 $331K 0.01% NEW $469.89 +8.5%
460 IEV ISHARES EUROPE ETF 4,795.0 $329K 0.01% NEW $68.60 +2.8%
461 KDP KEURIG DR PEPPER INC COM Consumer Defensive 11,743.0 $329K 0.01% NEW $28.01 +3.9%
462 CROWN HLDGS INC COM 3,182.0 $328K 0.01% NEW $102.97
463 PAXS PIMCO ACTIVE BOND EXCHANGE-TRADED FUND Financial Services 3,518.0 $327K 0.01% NEW $93.08 -85.1%
464 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 1,275.0 $327K 0.01% NEW $256.11 -5.3%
465 JBL JABIL INC COM Technology 1,420.0 $324K 0.01% NEW $228.02 +55.4%
466 JHG JANUS HENDERSON GROUP PLC ORD SHS Financial Services 6,736.0 $320K 0.01% NEW $47.57 +8.7%
467 VEEV VEEVA SYS INC CL A COM Healthcare 1,432.0 $320K 0.01% NEW $223.19 -30.0%
468 JBHT HUNT J B TRANS SVCS INC COM Industrials 1,644.0 $319K 0.01% NEW $194.34 +31.0%
469 NAK NORTHERN TR CORP COM Basic Materials 2,338.0 $319K 0.01% NEW $136.61 -98.4%
470 ULTA ULTA BEAUTY INC COM Consumer Cyclical 522.0 $316K 0.01% NEW $605.01 -17.6%
471 ALSN ALLISON TRANSMISSION HLDGS INC COM Consumer Cyclical 3,209.0 $314K 0.01% NEW $97.90 +19.5%
472 VDC VANGUARD CONSUMER STAPLES ETF 1,483.0 $313K 0.01% NEW $211.24 +9.5%
473 GGG GRACO INC COM Industrials 3,806.0 $312K 0.01% NEW $81.97 -6.6%
474 CSX CSX CORP COM Industrials 8,583.0 $311K 0.01% NEW $36.25 +26.7%
475 GEN GEN DIGITAL INC COM Technology 11,232.0 $305K 0.01% NEW $27.19 -14.7%
476 D DOMINION ENERGY INC COM Utilities 5,210.0 $305K 0.01% NEW $58.59 +7.5%
477 ESSEX PPTY TR INC COM 1,165.0 $305K 0.01% NEW $261.68
478 EQIX EQUINIX INC COM Real Estate 397.0 $304K 0.01% NEW $766.16 +40.9%
479 TDY TELEDYNE TECHNOLOGIES INC COM Technology 594.0 $303K 0.01% NEW $510.73 +25.0%
480 PAYX PAYCHEX INC COM Industrials 2,696.0 $302K 0.01% NEW $112.17 -20.8%
481 HAL HALLIBURTON CO COM Energy 10,682.0 $302K 0.01% NEW $28.26 +46.1%
482 PRI PRIMERICA INC COM Financial Services 1,166.0 $301K 0.01% NEW $258.36 +4.3%
483 ICICI BK LTD HONG KONG BRANCH ADR 10,092.0 $301K 0.01% NEW $29.80
484 BBY BEST BUY INC COM Consumer Cyclical 4,459.0 $298K 0.01% NEW $66.93 -15.9%
485 SENSATA TECHNOLOGIES HLDG PLC SHS 8,951.0 $298K 0.01% NEW $33.29
486 COIN COINBASE GLOBAL INC COM CL A Financial Services 1,314.0 $297K 0.01% NEW $226.16 -6.3%
487 IWS ISHARES RUSSELL MID-CAP VALUE ETF 2,104.0 $297K 0.01% NEW $141.05 +10.2%
488 HPQ HP INC COM Technology 13,316.0 $297K 0.01% NEW $22.28 -6.8%
489 NVO NOVO-NORDISK A S ADR Healthcare 5,815.0 $296K 0.01% NEW $50.88 -10.0%
490 FBIN FORTUNE BRANDS INNOVATIONS INC COM Industrials 5,870.0 $294K 0.01% NEW $50.02 -27.7%
491 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 1,991.0 $292K 0.01% NEW $146.58 -9.5%
492 DVN DEVON ENERGY CORP NEW COM Energy 7,921.0 $290K 0.01% NEW $36.63 +29.0%
493 CBOE CBOE GLOBAL MKTS INC COM Financial Services 1,155.0 $290K 0.01% NEW $251.00 +44.6%
494 AROC ARCHROCK INC COM Energy 11,106.0 $289K 0.01% NEW $26.02 +43.9%
495 SWKS SKYWORKS SOLUTIONS INC COM Technology 4,548.0 $288K 0.01% NEW $63.41 +5.8%
496 APA APA CORPORATION COM Energy 11,763.0 $288K 0.01% NEW $24.46 +59.4%
497 SBAC SBA COMMUNICATIONS CORP CL A Real Estate 1,486.0 $287K 0.01% NEW $193.44 +4.0%
498 L LOEWS CORP COM Financial Services 2,729.0 $287K 0.01% NEW $105.31 -0.1%
499 XEL XCEL ENERGY INC COM Utilities 3,889.0 $287K 0.01% NEW $73.86 +8.4%
500 EFX EQUIFAX INC COM Industrials 1,322.0 $287K 0.01% NEW $216.98 -27.3%
501 HEICO CORP NEW COM 886.0 $287K 0.01% NEW $323.59
502 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 3,675.0 $286K 0.01% NEW $77.88 -2.3%
503 TRAX FIRST TRUST NASDAQ CYBERSECURITY ETF Healthcare 3,989.0 $285K 0.01% NEW $71.45 -74.6%
504 INGR INGREDION INC COM Consumer Defensive 2,580.0 $284K 0.01% NEW $110.26 -7.3%
505 RBC RBC BEARINGS INC COM Industrials 627.0 $281K 0.01% NEW $448.43 +36.5%
506 RGEN REPLIGEN CORP COM Healthcare 1,715.0 $281K 0.01% NEW $163.86 -36.9%
507 DTE DTE ENERGY CO COM Utilities 2,176.0 $281K 0.01% NEW $128.97 +11.5%
508 DG DOLLAR GEN CORP NEW COM Consumer Defensive 2,113.0 $280K 0.01% NEW $132.74 -20.9%
509 ROYAL BK CDA COM 1,637.0 $279K 0.01% NEW $170.49
510 MAA MID-AMER APT CMNTYS INC COM Real Estate 1,995.0 $277K 0.01% NEW $138.91 -8.4%
511 PSX PHILLIPS 66 COM Energy 2,145.0 $277K 0.01% NEW $129.03 +32.9%
512 RHI ROBERT HALF INC. COM Industrials 10,127.0 $275K 0.01% NEW $27.16 -9.1%
513 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 4,311.0 $275K 0.01% NEW $63.72 +52.3%
514 SIMON PPTY GROUP INC NEW COM 1,472.0 $272K 0.01% NEW $185.11
515 APO APOLLO GLOBAL MGMT INC COM Financial Services 1,876.0 $272K 0.01% NEW $144.79 -6.5%
516 DDOG DATADOG INC CL A COM Technology 1,996.0 $271K 0.01% NEW $135.98 +49.2%
517 DGRO ISHARES CORE DIVIDEND GROWTH ETF 3,908.0 $271K 0.01% NEW $69.42 +5.7%
518 BYD BOYD GAMING CORP COM Consumer Cyclical 3,152.0 $269K 0.00% NEW $85.24 -7.2%
519 PFAI PINNACLE WEST CAP CORP COM Consumer Cyclical 3,006.0 $267K 0.00% NEW $88.70 -95.5%
520 BRO BROWN & BROWN INC COM Financial Services 3,344.0 $267K 0.00% NEW $79.70 -29.4%
521 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 426.0 $265K 0.00% NEW $622.66 -7.6%
522 TDG TRANSDIGM GROUP INC COM Industrials 199.0 $265K 0.00% NEW $1330.03 -11.4%
523 ROL ROLLINS INC COM Consumer Cyclical 4,403.0 $264K 0.00% NEW $60.02 -11.0%
524 SPB SPECTRUM BRANDS HLDGS INC NEW COM Consumer Defensive 4,467.0 $264K 0.00% NEW $59.08 +35.5%
525 SCHA SCHWAB U.S. SMALL-CAP ETF 9,240.0 $263K 0.00% NEW $28.48 +14.4%
526 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 940.0 $262K 0.00% NEW $279.06 -4.9%
527 CHRW C H ROBINSON WORLDWIDE INC COM NEW Industrials 1,631.0 $262K 0.00% NEW $160.76 +1.8%
528 TXT TEXTRON INC COM Industrials 3,001.0 $262K 0.00% NEW $87.17 +5.0%
529 KR KROGER CO COM Consumer Defensive 4,186.0 $262K 0.00% NEW $62.48 +6.9%
530 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 3,172.0 $260K 0.00% NEW $82.03 -23.6%
531 CDW CDW CORP COM Technology 1,910.0 $260K 0.00% NEW $136.20 -25.1%
532 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 5,620.0 $259K 0.00% NEW $46.08 +1.2%
533 CPT CAMDEN PPTY TR SH BEN INT Real Estate 2,347.0 $258K 0.00% NEW $110.08 -5.5%
534 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 7,916.0 $258K 0.00% NEW $32.62 +5.0%
535 VST VISTRA CORP COM Utilities 1,600.0 $258K 0.00% NEW $161.29 -12.0%
536 BSVO EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF 11,069.0 $258K 0.00% NEW $23.30 +15.6%
537 MIDD MIDDLEBY CORP COM Industrials 1,734.0 $258K 0.00% NEW $148.67 -1.1%
538 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 2,270.0 $257K 0.00% NEW $113.12 -28.7%
539 AGCO AGCO CORP COM Industrials 2,461.0 $257K 0.00% NEW $104.32 +8.6%
540 TXRH TEXAS ROADHOUSE INC COM Consumer Cyclical 1,539.0 $255K 0.00% NEW $165.95 +6.7%
541 CINF CINCINNATI FINL CORP COM Financial Services 1,562.0 $255K 0.00% NEW $163.32 +1.9%
542 HUBB HUBBELL INC COM Industrials 574.0 $255K 0.00% NEW $444.11 +8.5%
543 NTAP NETAPP INC COM Technology 2,373.0 $254K 0.00% NEW $107.09 +12.0%
544 DT DYNATRACE INC COM NEW Technology 5,846.0 $253K 0.00% NEW $43.34 -14.4%
545 SIVR ABRDN PHYSICAL SILVER SHARES ETF Financial Services 3,720.0 $252K 0.00% NEW $67.64 +7.2%
546 TRMB TRIMBLE INC COM Technology 3,200.0 $251K 0.00% NEW $78.35 -28.8%
547 ILF ISHARES LATIN AMERICA 40 ETF 8,166.0 $249K 0.00% NEW $30.45 +13.1%
548 ZM ZOOM COMMUNICATIONS INC CL A Technology 2,880.0 $249K 0.00% NEW $86.29 +13.8%
549 SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF 6,011.0 $248K 0.00% NEW $41.27 -1.8%
550 USFD US FOODS HLDG CORP COM Consumer Defensive 3,290.0 $248K 0.00% NEW $75.32 +11.5%
551 DOCU DOCUSIGN INC COM Technology 3,608.0 $247K 0.00% NEW $68.40 -33.5%
552 EVR EVERCORE INC CLASS A Financial Services 725.0 $247K 0.00% NEW $340.25 +0.2%
553 OTIS OTIS WORLDWIDE CORP COM Industrials 2,822.0 $247K 0.00% NEW $87.35 -16.4%
554 HENRY JACK & ASSOC INC COM 1,347.0 $246K 0.00% NEW $182.48
555 NVST ENVISTA HOLDINGS CORPORATION COM Healthcare 11,289.0 $245K 0.00% NEW $21.71 +9.9%
556 PTCT PTC INC COM Healthcare 1,404.0 $245K 0.00% NEW $174.21 -58.3%
557 MDU RES GROUP INC COM 12,453.0 $243K 0.00% NEW $19.52
558 ROST ROSS STORES INC COM Consumer Cyclical 1,348.0 $243K 0.00% NEW $180.09 +18.4%
559 FFIV F5 INC COM Technology 951.0 $243K 0.00% NEW $255.26 +42.8%
560 LII LENNOX INTL INC COM Industrials 499.0 $242K 0.00% NEW $485.97 +5.8%
561 ACUITY INC COM 671.0 $241K 0.00% NEW $359.77
562 NVR NVR INC COM Consumer Cyclical 33.0 $241K 0.00% NEW $7292.76 -22.1%
563 HSBC HLDGS PLC SPON ADR NEW 3,059.0 $241K 0.00% NEW $78.67
564 TXG 10X GENOMICS INC CL A COM Healthcare 14,692.0 $240K 0.00% NEW $16.31 +31.9%
565 NNN NNN REIT INC COM Real Estate 6,037.0 $239K 0.00% NEW $39.63 +10.4%
566 FANG DIAMONDBACK ENERGY INC COM Energy 1,585.0 $238K 0.00% NEW $150.33 +33.2%
567 OLD REP INTL CORP COM 5,195.0 $237K 0.00% NEW $45.64
568 EME EMCOR GROUP INC COM Industrials 385.0 $236K 0.00% NEW $611.79 +52.0%
569 AWI ARMSTRONG WORLD INDS INC NEW COM Industrials 1,230.0 $235K 0.00% NEW $191.10 -18.8%
570 CTRA COTERRA ENERGY INC COM Energy 8,902.0 $234K 0.00% NEW $26.32 +23.7%
571 EVTC EVERTEC INC COM Technology 8,044.0 $234K 0.00% NEW $29.09 -19.6%
572 PRU PRUDENTIAL FINL INC COM Financial Services 2,064.0 $233K 0.00% NEW $112.86 -8.6%
573 VTRS VIATRIS INC COM Healthcare 18,704.0 $233K 0.00% NEW $12.45 +38.6%
574 FORD MTR CO COM 17,720.0 $232K 0.00% NEW $13.12
575 CLH CLEAN HARBORS INC COM Industrials 990.0 $232K 0.00% NEW $234.48 +29.5%
576 TPR TAPESTRY INC COM Consumer Cyclical 1,807.0 $231K 0.00% NEW $127.77 +1.9%
577 FICO FAIR ISAAC CORP COM Technology 136.0 $230K 0.00% NEW $1690.62 -36.3%
578 KOLD PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF Financial Services 2,203.0 $229K 0.00% NEW $104.08 -76.0%
579 CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 Communication Services 5,489.0 $229K 0.00% NEW $41.71 +3.8%
580 ILMN ILLUMINA INC COM Healthcare 1,745.0 $229K 0.00% NEW $131.19 +9.2%
581 CNC CENTENE CORP DEL COM Healthcare 5,511.0 $227K 0.00% NEW $41.15 +42.6%
582 KRC KILROY RLTY CORP COM Real Estate 6,068.0 $227K 0.00% NEW $37.37 -7.0%
583 CHEFS WHSE INC COM 3,632.0 $226K 0.00% NEW $62.33
584 PCTY PAYLOCITY HLDG CORP COM Technology 1,481.0 $226K 0.00% NEW $152.50 -31.8%
585 EVRG EVERGY INC COM Utilities 3,108.0 $225K 0.00% NEW $72.49 +14.1%
586 TKR TIMKEN CO COM Industrials 2,673.0 $225K 0.00% NEW $84.13 +38.8%
587 VRSN VERISIGN INC COM Technology 917.0 $223K 0.00% NEW $243.01 +20.6%
588 GRMN GARMIN LTD SHS Technology 1,091.0 $221K 0.00% NEW $202.81 +15.6%
589 VNQ VANGUARD REAL ESTATE ETF 2,492.0 $221K 0.00% NEW $88.49 +6.1%
590 TRU TRANSUNION COM Industrials 2,567.0 $220K 0.00% NEW $85.75 -22.8%
591 FDG AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF 1,728.0 $219K 0.00% NEW $126.84 +8.3%
592 DBX DROPBOX INC CL A Technology 7,882.0 $219K 0.00% NEW $27.80 -5.8%
593 MSC INDL DIRECT INC CL A 2,604.0 $219K 0.00% NEW $84.10
594 TWLO TWILIO INC CL A Communication Services 1,538.0 $219K 0.00% NEW $142.26 +39.2%
595 CRUS CIRRUS LOGIC INC COM Technology 1,838.0 $218K 0.00% NEW $118.50 +37.4%
596 FSLR FIRST SOLAR INC COM Energy 833.0 $218K 0.00% NEW $261.36 -11.4%
597 RPM RPM INTL INC COM Basic Materials 2,078.0 $216K 0.00% NEW $104.00 -5.4%
598 UNM UNUM GROUP COM Financial Services 2,782.0 $216K 0.00% NEW $77.50 +4.4%
599 BERKLEY W R CORP COM 3,056.0 $214K 0.00% NEW $70.12
600 KHC KRAFT HEINZ CO COM Consumer Defensive 8,800.0 $213K 0.00% NEW $24.25 -3.9%
601 CALF PACER US SMALL CAP CASH COWS ETF 4,794.0 $213K 0.00% NEW $44.37 +5.2%
602 WSO.B WATSCO INC COM Industrials 629.0 $212K 0.00% NEW $336.96 +33.5%
603 ZION ZIONS BANCORPORATION N A COM Financial Services 3,615.0 $212K 0.00% NEW $58.54 +2.6%
604 WDAY WORKDAY INC CL A Technology 983.0 $211K 0.00% NEW $214.83 -44.7%
605 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 4,761.0 $211K 0.00% NEW $44.34 +8.1%
606 UDR UDR INC COM Real Estate 5,747.0 $211K 0.00% NEW $36.68 +1.8%
607 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 641.0 $211K 0.00% NEW $328.63 -24.6%
608 OXY OCCIDENTAL PETE CORP COM Energy 5,118.0 $210K 0.00% NEW $41.12 +38.2%
609 QRVO QORVO INC COM Technology 2,490.0 $210K 0.00% NEW $84.51 +7.0%
610 MATCH GROUP INC NEW COM 6,502.0 $210K 0.00% NEW $32.29
611 WF WOORI FINL GROUP INC SPONSORED ADS Financial Services 3,564.0 $210K 0.00% NEW $58.79 +9.2%
612 NBIS NEBIUS GROUP N.V. SHS CLASS A Communication Services 2,500.0 $209K 0.00% NEW $83.71 +164.2%
613 ACIW ACI WORLDWIDE INC COM Technology 4,369.0 $209K 0.00% NEW $47.81 -12.9%
614 LAMR LAMAR ADVERTISING CO CL A Real Estate 1,647.0 $208K 0.00% NEW $126.58 +16.5%
615 TTEK TETRA TECH INC NEW COM Industrials 6,194.0 $208K 0.00% NEW $33.54 -21.9%
616 REG REGENCY CTRS CORP COM Real Estate 2,991.0 $206K 0.00% NEW $69.03 +11.4%
617 TFC TRUIST FINL CORP COM Financial Services 4,184.0 $206K 0.00% NEW $49.21 -4.2%
618 FHB FIRST HAWAIIAN INC COM Financial Services 8,132.0 $206K 0.00% NEW $25.30 +5.3%
619 MKSI MKS INC. COM Technology 1,287.0 $206K 0.00% NEW $159.80 +96.4%
620 WEC WEC ENERGY GROUP INC COM Utilities 1,942.0 $205K 0.00% NEW $105.44 +5.9%
621 TRGP TARGA RES CORP COM Energy 1,107.0 $204K 0.00% NEW $184.50 +45.0%
622 SNDR SCHNEIDER NATIONAL INC CL B Industrials 7,673.0 $204K 0.00% NEW $26.53 +25.2%
623 AXON AXON ENTERPRISE INC COM Industrials 358.0 $204K 0.00% NEW $568.58 -31.1%
624 SGOL ABRDN PHYSICAL GOLD SHARES ETF Financial Services 4,952.0 $203K 0.00% NEW $41.08 +5.4%
625 BIDU BAIDU INC SPON ADR REP A Communication Services 1,556.0 $203K 0.00% NEW $130.66 +3.6%
626 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 2,256.0 $203K 0.00% NEW $89.92 -8.1%
627 CMPR CIMPRESS PLC SHS EURO Communication Services 3,029.0 $202K 0.00% NEW $66.59 +40.0%
628 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 2,950.0 $202K 0.00% NEW $68.36 -10.1%
629 ALGN ALIGN TECHNOLOGY INC COM Healthcare 1,284.0 $200K 0.00% NEW $156.15 +0.7%
630 HE HAWAIIAN ELEC INDUSTRIES COM Utilities 15,676.0 $193K 0.00% NEW $12.30 +10.1%
631 GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK Technology 18,634.0 $190K 0.00% NEW $10.17 -61.7%
632 GECC GREAT ELM CAP CORP COM NEW Financial Services 26,625.0 $188K 0.00% NEW $7.04 -12.1%
633 FLO FLOWERS FOODS INC COM Consumer Defensive 17,115.0 $186K 0.00% NEW $10.88 -32.8%
634 LEG LEGGETT & PLATT INC COM Consumer Cyclical 15,798.0 $174K 0.00% NEW $11.00 -13.8%
635 BSAC BANCO SANTANDER SA ADR Financial Services 14,757.0 $173K 0.00% NEW $11.73 +157.3%
636 NFE NEW FORTRESS ENERGY INC COM CL A Utilities 150,644.0 $172K 0.00% NEW $1.14 -39.4%
637 RDY DR REDDYS LABS LTD ADR Healthcare 11,933.0 $168K 0.00% NEW $14.04 -3.9%
638 USEA UNITED MICROELECTRONICS CORP SPON ADR NEW Industrials 19,501.0 $153K 0.00% NEW $7.86 -70.9%
639 OBDC BLUE OWL CAPITAL CORPORATION COM Financial Services 11,434.0 $142K 0.00% NEW $12.43 -9.4%
640 JAMF HLDG CORP COM 10,909.0 $142K 0.00% NEW $13.01
641 GBDC GOLUB CAP BDC INC COM Financial Services 10,414.0 $141K 0.00% NEW $13.57 -2.9%
642 C4 THERAPEUTICS INC COM STK 66,536.0 $127K 0.00% NEW $1.91
643 PRME PRIME MEDICINE INC COM Healthcare 31,973.0 $111K 0.00% NEW $3.47 -9.8%
644 MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR Financial Services 13,936.0 $102K 0.00% NEW $7.32 +21.0%
645 LPL LG DISPLAY CO LTD SPONS ADR REP Technology 22,031.0 $93K 0.00% NEW $4.21 +26.6%
646 WIPRO LTD SPON ADR 1 SH 31,184.0 $89K 0.00% NEW $2.84
647 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 12,554.0 $67K 0.00% NEW $5.30 -2.6%
648 IBRX IMMUNITYBIO INC COM Healthcare 33,052.0 $65K 0.00% NEW $1.98 +311.6%
649 Daktari 40,989.0 $41K 0.00% NEW $1.00
650 VGAS VERDE CLEAN FUELS INC WT EXP 021528 Utilities 62,222.0 $5K NEW $0.08 +2086.2%
651 NFE CALL NEW FORTRESS ENERGY INC COM CL A Utilities 1,000.0 $1K NEW $1.14 -39.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.4%
Financial Services 21.4%
Consumer Cyclical 10.1%
Communication Services 9.8%
Healthcare 8.9%
Industrials 7.0%
Consumer Defensive 4.2%
Energy 1.8%
Real Estate 1.1%
Basic Materials 0.8%