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Atwood & Palmer Inc Portfolio
$1.9B across 496 positions as of 2026-09-30, with 33% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+7.8%
-6.6% a year vs the S&P 500
3 years
+16.9%
-4.4% a year vs the S&P 500
5 years
+8.8%
-3.4% a year vs the S&P 500
Quarters ahead
10 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +7.6% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.8% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.7% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +9.6% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.2% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -1.6% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -1.2% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| GOOGAlphabet Inc | $80.8M | 4.1% | 237,063 |
| PLTRPalantir Technologies Inc | $80.1M | 4.1% | 428,247 |
| AVDEAvantis International Equity ETF | $71.1M | 3.7% | 789,054 |
| AVEMAvantis Emerging Markets Equity ETF | $64.2M | 3.3% | 683,140 |
| SHYiShares 1-3 Year Treasury Bond ETF | $62.3M | 3.2% | 766,834 |
| JAAAJanus Henderson AAA CLO ETF | $61.8M | 3.2% | 1,224,066 |
| JANUS DETROIT STR TR | $61M | 3.1% | 1,195,708 |
| URIUnited Rentals Inc | $57.5M | 3.0% | 57,475 |
| CSCOCisco Systems Inc | $53.5M | 2.7% | 496,901 |
| GILDGilead Sciences, Inc | $52.4M | 2.7% | 351,309 |
| ABBVAbbVie Inc | $51M | 2.6% | 194,803 |
| PALMER SQUARE FUNDS TR | $44.3M | 2.3% | 2,153,188 |
| AAPLApple Inc | $42.3M | 2.2% | 126,960 |
| FITBFifth Third Bancorp | $41.8M | 2.1% | 826,018 |
| AMERICAN CENTY ETF TR | $41.5M | 2.1% | 520,568 |
| TMOThermo Fisher Scientific Inc | $39.4M | 2.0% | 58,434 |
| BONDBLOXX ETF TRUST | $39.1M | 2.0% | 802,739 |
| AMPAmeriprise Financial Inc | $37.7M | 1.9% | 76,665 |
| JANUS DETROIT STR TR | $37.7M | 1.9% | 755,491 |
| NVDANVIDIA Corp | $35M | 1.8% | 153,289 |
| LMTLockheed Martin Corp | $34.5M | 1.8% | 67,821 |
| UTHRUnited Therapeutics Corp | $33M | 1.7% | 60,976 |
| MAMastercard Inc | $33M | 1.7% | 59,832 |
| GNRCGenerac Holdings Inc | $32.7M | 1.7% | 157,889 |
| LDOSLeidos Holdings Inc | $32.6M | 1.7% | 267,358 |
| DHID.R. Horton Inc | $32.5M | 1.7% | 238,167 |
| REGNRegeneron Pharmaceuticals Inc | $32.2M | 1.7% | 42,454 |
| MELIMercadoLibre Inc | $32M | 1.6% | 18,518 |
| AVDVAvantis International Small Cap Value ETF | $31.2M | 1.6% | 285,145 |
| GSGoldman Sachs Group Inc | $29.9M | 1.5% | 33,230 |
| VRTXVertex Pharmaceuticals Inc | $29.6M | 1.5% | 56,545 |
| TPYPTORTOISE CAPITAL SERIES TRUS | $27.1M | 1.4% | 679,046 |
| WMTWalmart Inc | $26.1M | 1.3% | 251,626 |
| GARMIN LTD | $26.1M | 1.3% | 91,081 |
| NOKNokia Oyj | $25M | 1.3% | 2,470,183 |
| BONDBLOXX ETF TRUST | $20.7M | 1.1% | 523,438 |
| CDWCDW Corp | $20.3M | 1.0% | 158,232 |
| SHYGiShares 0-5 Year High Yield Corporate Bond ETF | $19.5M | 1.0% | 473,032 |
| IBTJiShares iBonds Dec 2029 Term Treasury ETF | $19.4M | 1.0% | 913,459 |
| IBTIiShares iBonds Dec 2028 Term Treasury ETF | $19.3M | 1.0% | 880,996 |
| IGSBISHARES TR | $18.6M | 1.0% | 363,385 |
| ONON Semiconductor Corp | $16.9M | 0.9% | 219,533 |
| HLIHoulihan Lokey Inc | $16.2M | 0.8% | 128,463 |
| LHXL3Harris Technologies Inc | $15.6M | 0.8% | 66,052 |
| LOWLowe's Companies Inc | $13.7M | 0.7% | 74,589 |
| UBERUber Technologies Inc | $13.3M | 0.7% | 194,658 |
| ADBEAdobe Inc | $12.7M | 0.7% | 53,133 |
| ISHARES TR | $11.4M | 0.6% | 216,001 |
| GSIEGoldman Sachs ActiveBeta International Equity ETF | $11.3M | 0.6% | 246,568 |
| BABAAlibaba Group Holding Ltd | $11M | 0.6% | 102,748 |
| GOOGLAlphabet Inc | $9.5M | 0.5% | 27,607 |
| VSLUApplied Finance Valuation Large Cap ETF | $9M | 0.5% | 186,115 |
| CENTRAL BANCOMPANY | $8.8M | 0.5% | 282,050 |
| JNJJohnson & Johnson | $7.2M | 0.4% | 27,278 |
| RSPInvesco S&P 500 Equal Weight ETF | $6.8M | 0.4% | 32,781 |
| JKHYJack Henry & Associates Inc | $5.8M | 0.3% | 40,149 |
| XFIVBONDBLOXX ETF TRUST | $5.3M | 0.3% | 114,090 |
| FVFirst Trust Dorsey Wright Focus 5 ETF | $5.3M | 0.3% | 71,985 |
| BRK.ABerkshire Hathaway Inc | $5.2M | 0.3% | 7 |
| GBILGOLDMAN SACHS ETF TR | $5.2M | 0.3% | 51,925 |
| HDHome Depot Inc | $5M | 0.3% | 17,653 |
| MSFTMicrosoft Corp | $4.8M | 0.2% | 9,438 |
| JPMJPMorgan Chase & Co | $3.8M | 0.2% | 11,431 |
| KMBKimberly-Clark Corp | $3.7M | 0.2% | 38,038 |
| ETF OPPORTUNITIES TRUST | $3.7M | 0.2% | 128,278 |
| CBSHCommerce Bancshares Inc | $3.6M | 0.2% | 65,596 |
| BDXBecton Dickinson and Co | $3.4M | 0.2% | 19,254 |
| BRK.BBerkshire Hathaway Inc | $3.1M | 0.2% | 6,272 |
| PGProcter & Gamble Co | $3.1M | 0.2% | 21,467 |
| AMGNAmgen Inc | $2.9M | 0.1% | 6,840 |
| XOMExxonmobil Holdings Corp | $2.7M | 0.1% | 16,554 |
| RTXRTX Corp | $2.4M | 0.1% | 13,143 |
| ISHARES TR | $2.4M | 0.1% | 124,185 |
| AMZNAmazon.com Inc | $2.3M | 0.1% | 9,292 |
| JMBSJANUS DETROIT STR TR | $2.3M | 0.1% | 53,550 |
| CLColgate-Palmolive Co | $2.2M | 0.1% | 26,200 |
| PHParker-Hannifin Corp | $2.2M | 0.1% | 2,281 |
| GEMGOLDMAN SACHS ETF TR | $2.1M | 0.1% | 41,918 |
| CATCaterpillar Inc | $2M | 0.1% | 2,445 |
| PEPPepsiCo Inc | $1.9M | 0.1% | 15,016 |
| IVViShares Core S&P 500 ETF | $1.7M | 0.1% | 2,276 |
| CVXChevron Corp | $1.5M | 0.1% | 7,474 |
| IEIiShares 3-7 Year Treasury Bond ETF | $1.5M | 0.1% | 13,220 |
| SPYState Street SPDR S&P 500 ETF Trust | $1.5M | 0.1% | 1,954 |
| COSTCostco Wholesale Corp | $1.4M | 0.1% | 1,549 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $1.4M | 0.1% | 8,137 |
| HIWHighwoods Properties Inc | $1.3M | 0.1% | 45,507 |
| LMBSFirst Trust Low Duration Opportunities ETF | $1.3M | 0.1% | 27,025 |
| PAYXPaychex Inc | $1.3M | 0.1% | 12,887 |
| HTHHilltop Holdings Inc | $1.2M | 0.1% | 33,100 |
| UMBFUMB Financial Corp | $1.2M | 0.1% | 9,166 |
| DEDeere & Co | $1.2M | 0.1% | 1,768 |
| KOCoca-Cola Co | $1.2M | 0.1% | 13,599 |
| WATWaters Corp | $1.1M | 0.1% | 2,464 |
| IWFiShares Russell 1000 Growth ETF | $1.1M | 0.1% | 8,590 |
| IRMIron Mountain Inc | $1.1M | 0.1% | 9,496 |
| PNCPNC Financial Services Group Inc | $1M | 0.1% | 4,546 |
| EXPEagle Materials Inc | $965.2K | 0.0% | 5,644 |
| AVGOBroadcom Inc | $959.1K | 0.0% | 2,731 |
| QCOMQualcomm Inc | $895K | 0.0% | 4,863 |
| IBMInternational Business Machines Corp | $872K | 0.0% | 3,965 |
| PMPhilip Morris International Inc | $836.9K | 0.0% | 4,386 |
| ANETArista Networks Inc | $814.4K | 0.0% | 4,000 |
| MGKVanguard Mega Cap Growth ETF | $813.1K | 0.0% | 8,776 |
| GOLDMAN SACHS ETF TR | $781.7K | 0.0% | 18,095 |
| MCDMcDonald's Corp | $750.1K | 0.0% | 3,248 |
| NEENextera Energy Inc | $726.8K | 0.0% | 9,596 |
| TSLATesla Inc | $714.2K | 0.0% | 2,013 |
| METAMeta Platforms Inc | $697.6K | 0.0% | 962 |
| EMREmerson Electric Co | $662.4K | 0.0% | 4,271 |
| LLYEli Lilly and Co | $657.2K | 0.0% | 568 |
| VCSHVanguard Short-Term Corporate Bond ETF | $656.6K | 0.0% | 8,500 |
| USBUS Bancorp | $652.6K | 0.0% | 11,298 |
| AEPAmerican Electric Power Company Inc | $652.5K | 0.0% | 5,500 |
| BMYBristol-Myers Squibb Co | $632K | 0.0% | 10,128 |
| VTIVanguard Total Stock Market ETF | $572.2K | 0.0% | 1,529 |
| GOLDMAN SACHS ETF TR | $532.8K | 0.0% | 10,558 |
| CRWDCrowdStrike Holdings Inc | $526.3K | 0.0% | 1,988 |
| RFRegions Financial Corp | $497.3K | 0.0% | 18,500 |
| WMWaste Management Inc | $479.2K | 0.0% | 2,350 |
| INTCIntel Corp | $472K | 0.0% | 3,926 |
| BACBank of America Corp | $468.2K | 0.0% | 8,602 |
| ORCLOracle Corp | $464.6K | 0.0% | 3,384 |
| PFEPfizer Inc | $463.8K | 0.0% | 16,261 |
| GEGeneral Electric Co | $456.1K | 0.0% | 1,461 |
| SCHWCharles Schwab Corp | $443.3K | 0.0% | 4,535 |
| TJXTJX Companies Inc | $443.2K | 0.0% | 3,350 |
| UNPUnion Pacific Corp | $434.9K | 0.0% | 1,598 |
| ADPAutomatic Data Processing Inc | $423K | 0.0% | 1,639 |
| DISWalt Disney Co | $422.1K | 0.0% | 4,024 |
| PANWPalo Alto Networks Inc | $418.8K | 0.0% | 1,054 |
| CARRCarrier Global Corp | $417.3K | 0.0% | 7,607 |
| SAIASaia Inc | $408.8K | 0.0% | 1,225 |
| VOTVanguard Mid-Cap Growth ETF | $407.7K | 0.0% | 1,396 |
| NXP SEMICONDUCTORS N V | $405.7K | 0.0% | 1,708 |
| VOOVanguard S&P 500 ETF | $401.6K | 0.0% | 573 |
| GEVGE Vernova Inc | $399.4K | 0.0% | 420 |
| APHAmphenol Corp | $391.2K | 0.0% | 4,640 |
| EPDEnterprise Products Partners L.P | $367.5K | 0.0% | 10,319 |
| VYMVanguard High Dividend Yield ETF | $361.7K | 0.0% | 2,330 |
| VVisa Inc | $361.1K | 0.0% | 1,005 |
| VOEVanguard Mid-Cap Value ETF | $358.1K | 0.0% | 1,831 |
| CWCurtiss-Wright Corp | $352.4K | 0.0% | 648 |
| IWDiShares Russell 1000 Value ETF | $340.2K | 0.0% | 1,372 |
| EATON CORP PLC | $330.4K | 0.0% | 769 |
| MPLXMPLX LP | $329.1K | 0.0% | 5,844 |
| MOAltria Group Inc | $323.8K | 0.0% | 4,808 |
| AVLVAvantis U.S. Large Cap Value ETF | $319.6K | 0.0% | 3,534 |
| TRANE TECHNOLOGIES PLC | $316.4K | 0.0% | 700 |
| IJHiShares Core S&P Mid-Cap ETF | $315.1K | 0.0% | 4,380 |
| LHLabcorp Holdings Inc | $308.1K | 0.0% | 1,000 |
| OMCOmnicom Group Inc | $306.7K | 0.0% | 4,166 |
| EEMiShares MSCI Emerging Index Fund | $300.5K | 0.0% | 4,499 |
| ECLEcolab Inc | $299.8K | 0.0% | 1,092 |
| DGROiShares Core Dividend Growth ETF | $271.2K | 0.0% | 3,598 |
| AVIGAvantis Core Fixed Income ETF | $261.4K | 0.0% | 6,635 |
| SRESempra | $257.3K | 0.0% | 3,300 |
| PHMPultegroup Inc | $247K | 0.0% | 2,128 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $246.3K | 0.0% | 540 |
| OTISOtis Worldwide Corp | $242.8K | 0.0% | 3,775 |
| WFCWells Fargo & Co | $234.1K | 0.0% | 2,925 |
| AXONAxon Enterprise Inc | $219.7K | 0.0% | 520 |
| VUGVanguard Growth ETF | $215.7K | 0.0% | 2,394 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $211.5K | 0.0% | 2,298 |
| VOVanguard Mid-Cap ETF | $200.8K | 0.0% | 2,560 |
| FBINFortune Brands Innovations Inc | $193.2K | 0.0% | 5,078 |
| IJRiShares Core S&P Small-Cap ETF | $191.4K | 0.0% | 1,407 |
| JPSTJPMorgan Ultra-Short Income ETF | $176.3K | 0.0% | 3,500 |
| BXBlackstone Inc | $166.8K | 0.0% | 1,488 |
| ARCH CAP GROUP LTD | $166.2K | 0.0% | 1,800 |
| FIRST TR EXCHANGE-TRADED FD | $163.5K | 0.0% | 740 |
| IJSiShares S&P SmallCap 600 Value ETF | $162.9K | 0.0% | 1,271 |
| VVVanguard Large-Cap ETF | $157.7K | 0.0% | 448 |
| CPCanadian Pacific Kansas City Ltd | $156.8K | 0.0% | 1,842 |
| TRGPTarga Resources Corp | $155.4K | 0.0% | 575 |
| INVESCO EXCHANGE TRADED FD T | $154.2K | 0.0% | 4,166 |
| FTNTFortinet Inc | $153.7K | 0.0% | 860 |
| DUKDuke Energy Corp | $153.7K | 0.0% | 1,348 |
| VBRVanguard Small-Cap Value ETF | $150.3K | 0.0% | 651 |
| BCSBarclays PLC | $149.6K | 0.0% | 6,166 |
| COFCapital One Financial Corp | $147.5K | 0.0% | 764 |
| MDYSPDR MidCap Trust Series I | $146.1K | 0.0% | 223 |
| ENTERPRISE FINL SVCS CORP | $145K | 0.0% | 2,460 |
| CAHCardinal Health Inc | $144K | 0.0% | 647 |
| VIGVanguard Div Appreciation ETF | $143K | 0.0% | 613 |
| ORLYO'Reilly Automotive Inc | $140.9K | 0.0% | 1,650 |
| INVESCO ACTIVELY MANAGED EXC | $137.3K | 0.0% | 2,750 |
| LRCXLam Research Corp | $136.7K | 0.0% | 416 |
| GLDSPDR Gold Shares | $136K | 0.0% | 357 |
| NJRNew Jersey Resources Corp | $135.6K | 0.0% | 2,680 |
| AMERICAN CENTY ETF TR | $133.3K | 0.0% | 1,706 |
| MUMicron Technology Inc | $133.1K | 0.0% | 125 |
| AMERICAN CENTY ETF TR | $132.9K | 0.0% | 1,743 |
| HONHoneywell International Inc | $132.5K | 0.0% | 628 |
| ILCGiShares Morningstar Large-Cap Growth ETF | $132.4K | 0.0% | 1,132 |
| LNGCheniere Energy Inc | $127K | 0.0% | 472 |
| KMIKinder Morgan Inc | $126.6K | 0.0% | 4,199 |
| FXHFirst Trust Health Care AlphaDEX | $124.2K | 0.0% | 950 |
| MRKMerck & Co Inc | $123.4K | 0.0% | 849 |
| WMBWilliams Companies Inc | $120.9K | 0.0% | 1,779 |
| TRPTC Energy Corp | $109.5K | 0.0% | 1,895 |
| VICTORY PORTFOLIOS II | $109.4K | 0.0% | 2,193 |
| VBKVanguard Small-Cap Growth ETF | $108.9K | 0.0% | 322 |
| IJTiShares S&P SmallCap 600 Growth ETF | $105.5K | 0.0% | 658 |
| FNDFSchwab Fundamental International Equity ETF | $104.3K | 0.0% | 1,940 |
| TMUST-Mobile US Inc | $102.7K | 0.0% | 630 |
| PWRQuanta Services Inc | $101.5K | 0.0% | 158 |
| VNQVanguard Real Estate ETF | $99.6K | 0.0% | 1,112 |
| FDNFirst Trust DJ Internet Index Fund | $99.5K | 0.0% | 345 |
| EVRGEvergy Inc | $99.3K | 0.0% | 1,266 |
| DIVOAmplify CWP Enhanced Dividend Income ETF | $99K | 0.0% | 2,130 |
| HONAHoneywell Aerospace Inc | $97.3K | 0.0% | 628 |
| IBITiShares Bitcoin Trust ETF | $96.1K | 0.0% | 2,030 |
| ETEnergy Transfer LP | $95.3K | 0.0% | 4,822 |
| TRI CONTL CORP | $93.6K | 0.0% | 2,726 |
| IWNiShares Russell 2000 Value ETF | $91.9K | 0.0% | 439 |
| VBVanguard Small-Cap ETF | $91K | 0.0% | 320 |
| HEIHEICO Corp | $91K | 0.0% | 300 |
| KLACKLA Corp | $89.7K | 0.0% | 460 |
| MUBiShares National Muni Bond ETF | $87K | 0.0% | 860 |
| SPCXSpace Exploration Technologies Corp | $85.5K | 0.0% | 567 |
| COPConocoPhillips | $84.1K | 0.0% | 672 |
| LINDE PLC | $83.1K | 0.0% | 175 |
| TGTTarget Corp | $82.4K | 0.0% | 526 |
| NOWServiceNow Inc | $80.4K | 0.0% | 600 |
| QQQInvesco QQQ Trust, Series 1 | $79.7K | 0.0% | 108 |
| EWEdwards Lifesciences Corp | $79.1K | 0.0% | 916 |
| IEFAiShares Core MSCI EAFE ETF | $78.7K | 0.0% | 812 |
| SPGIS&P Global Inc | $76.9K | 0.0% | 195 |
| ICSHISHARES TR | $76.9K | 0.0% | 1,525 |
| ENREnergizer Holdings Inc | $76.8K | 0.0% | 3,592 |
| TCBITexas Capital Bancshares Inc | $74.4K | 0.0% | 800 |
| AVUVAvantis U.S. Small Cap Value ETF | $71.8K | 0.0% | 610 |
| EMNEastman Chemical Co | $71.3K | 0.0% | 1,100 |
| KVUEKenvue Inc | $69.6K | 0.0% | 3,940 |
| VXUSVanguard Total International Stock ETF | $69.2K | 0.0% | 815 |
| VEAVanguard FTSE Developed Markets ETF | $68.6K | 0.0% | 971 |
| MEDTRONIC PLC | $66.9K | 0.0% | 775 |
| DHRDanaher Corp | $66.5K | 0.0% | 300 |
| UNHUnitedHealth Group Inc | $66.4K | 0.0% | 181 |
| SPDR SERIES TRUST | $66.4K | 0.0% | 750 |
| SMHVanEck Semiconductor ETF | $65.5K | 0.0% | 108 |
| TYLTyler Technologies Inc | $65K | 0.0% | 204 |
| GBTCGrayscale Bitcoin Trust (Btc) | $63.7K | 0.0% | 986 |
| IWPiShares Russell Midcap Growth ETF | $63.3K | 0.0% | 460 |
| AERCAP HOLDINGS NV | $61K | 0.0% | 425 |
| CRMSalesforce Inc | $60.9K | 0.0% | 265 |
| DDominion Energy Inc | $60.5K | 0.0% | 1,000 |
| DKNGDraftKings Inc. - Class A Common Stock | $59.9K | 0.0% | 3,150 |
| HUMHumana Inc | $58.4K | 0.0% | 153 |
| AJGArthur J. Gallagher & Co. | $58.2K | 0.0% | 255 |
| PAAPlains All American Pipeline LP | $54.7K | 0.0% | 2,304 |
| ABTAbbott Laboratories | $54.4K | 0.0% | 550 |
| PRPermian Resources Corp | $54.2K | 0.0% | 2,568 |
| TRVTravelers Companies Inc | $53.5K | 0.0% | 150 |
| CTVACorteva Inc | $52.7K | 0.0% | 679 |
| KLARNA GROUP PLC | $52.5K | 0.0% | 4,240 |
| POSTPost Holdings Inc | $52.2K | 0.0% | 716 |
| EVERCORE INC | $52K | 0.0% | 202 |
| SWKSSkyworks Solutions Inc | $51.4K | 0.0% | 601 |
| JANUS DETROIT STR TR | $51K | 0.0% | 1,050 |
| SNOWSnowflake Inc | $50.9K | 0.0% | 150 |
| SEAGATE TECHNOLOGY HLDNGS PL | $50.7K | 0.0% | 55 |
| ASML HLDG NV | $50.7K | 0.0% | 28 |
| SCZiShares MSCI EAFE Small-Cap ETF | $49.2K | 0.0% | 583 |
| EMEEMCOR Group Inc | $48.3K | 0.0% | 64 |
| SBUXStarbucks Corp | $48.1K | 0.0% | 512 |
| DELLDell Technologies Inc | $46.3K | 0.0% | 86 |
| AMATApplied Materials Inc | $46K | 0.0% | 90 |
| CVSCVS Health Corp | $45.8K | 0.0% | 535 |
| OGEOGE Energy Corp | $45.6K | 0.0% | 1,003 |
| VTVVanguard Value ETF | $44.9K | 0.0% | 208 |
| IVEiShares S&P 500 Value ETF | $44.9K | 0.0% | 197 |
| VZVerizon Communications Inc | $43.7K | 0.0% | 953 |
| DXCMDexcom Inc | $43.1K | 0.0% | 500 |
| VRPINVESCO EXCH TRADED FD TR II | $42.7K | 0.0% | 1,800 |
| CHUBB LIMITED | $42.3K | 0.0% | 130 |
| AMTAmerican Tower Corp | $41.7K | 0.0% | 255 |
| PIMCO ETF TR | $41.5K | 0.0% | 800 |
| VGTVanguard Information Tech ETF | $40.8K | 0.0% | 325 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | $40K | 0.0% | 365 |
| CLFCleveland-Cliffs Inc | $39.6K | 0.0% | 3,600 |
| SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF | $39.2K | 0.0% | 1,325 |
| TRUMP MEDIA & TECHNOLOGY GRO | $38.8K | 0.0% | 7,100 |
| GALECTIN THERAPEUTICS INC | $38.8K | 0.0% | 10,000 |
| VHTVanguard Health Care ETF | $38.2K | 0.0% | 121 |
| QTECFIRST TR EXCHANGE-TRADED FD | $37.9K | 0.0% | 115 |
| MSIMotorola Solutions Inc | $37.9K | 0.0% | 85 |
| CMGChipotle Mexican Grill Inc | $36.7K | 0.0% | 1,150 |
| VWOVanguard FTSE Emerging Markets ETF | $36.6K | 0.0% | 617 |
| MBCMasterBrand, Inc. | $35.5K | 0.0% | 5,078 |
| FLOFlowers Foods Inc | $35.3K | 0.0% | 6,362 |
| AFLAflac Inc | $35.2K | 0.0% | 315 |
| LYVLive Nation Entertainment Inc | $33.9K | 0.0% | 200 |
| ESEESCO Technologies Inc | $33.4K | 0.0% | 126 |
| ALLAllstate Corp | $33.3K | 0.0% | 150 |
| ETREntergy Corp | $32.8K | 0.0% | 330 |
| FIRST TR EXCHANGE TRADED FD | $32.6K | 0.0% | 800 |
| FIRST TR EXCHANGE-TRADED FD | $32.6K | 0.0% | 400 |
| ADMArcher-Daniels-Midland Co | $32.5K | 0.0% | 410 |
| EFViShares MSCI EAFE Value ETF | $32.5K | 0.0% | 411 |
| WHWyndham Hotels & Resorts Inc | $32.2K | 0.0% | 448 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $32.1K | 0.0% | 607 |
| IEMGiShares Core MSCI Emerging Markets ETF | $32K | 0.0% | 394 |
| TXNTexas Instruments Inc | $31.4K | 0.0% | 112 |
| ADAMAS TRUST INC. | $31.1K | 0.0% | 4,000 |
| SPGSimon Property Group Inc | $31.1K | 0.0% | 155 |
| TNLTravel + Leisure Co | $30.9K | 0.0% | 500 |
| SCHWAB STRATEGIC TR | $30.6K | 0.0% | 901 |
| DOWDow Inc | $30.3K | 0.0% | 1,100 |
| PYPLPayPal Holdings Inc | $30.2K | 0.0% | 575 |
| VANECK MERK GOLD ETF | $29.9K | 0.0% | 749 |
| NMRKNewmark Group Inc | $29.7K | 0.0% | 2,424 |
| BLKBlackRock Inc | $29.6K | 0.0% | 28 |
| SDYState Street SPDR S&P Dividend ETF | $29.3K | 0.0% | 200 |
| EWCiShares MSCI Canada Index Fund | $29.2K | 0.0% | 500 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $27.6K | 0.0% | 768 |
| DASHDoorDash Inc | $27.5K | 0.0% | 150 |
| ADAMS DIVERSIFIED EQUITY FD | $27.1K | 0.0% | 1,057 |
| EDGEWELL PERSONAL CARE CO | $27K | 0.0% | 1,000 |
| AMEAMETEK Inc | $25.8K | 0.0% | 104 |
| FXDFIRST TR EXCHANGE-TRADED FD | $25.7K | 0.0% | 400 |
| SRPTSarepta Therapeutics Inc | $25.5K | 0.0% | 1,400 |
| APAAPA Corp (US) | $24.9K | 0.0% | 600 |
| GTYGetty Realty Corp | $24.8K | 0.0% | 879 |
| MLMMartin Marietta Materials Inc | $24.5K | 0.0% | 51 |
| SPOTIFY TECHNOLOGY S A | $24.4K | 0.0% | 50 |
| HCAHCA Healthcare Inc | $23.9K | 0.0% | 56 |
| VEUVanguard FTSE All World Ex US ETF | $23.9K | 0.0% | 288 |
| EDConsolidated Edison Inc | $23.7K | 0.0% | 232 |
| CFGCitizens Financial Group Inc | $23.6K | 0.0% | 370 |
| TPRTapestry Inc | $23.5K | 0.0% | 204 |
| AVUSAvantis U.S. Equity ETF | $23.4K | 0.0% | 183 |
| EFGiShares MSCI EAFE Growth ETF | $23.3K | 0.0% | 195 |
| HRBH & R Block Inc | $23.3K | 0.0% | 570 |
| HSBCHSBC Holdings PLC | $23.1K | 0.0% | 233 |
| EXELExelixis Inc | $23.1K | 0.0% | 395 |
| FISVFiserv Inc | $22.6K | 0.0% | 500 |
| SPDR INDEX SHS FDS | $21K | 0.0% | 461 |
| SSentinelOne Inc | $20.8K | 0.0% | 875 |
| BKNGBooking Holdings Inc | $20.4K | 0.0% | 125 |
| UIUbiquiti Inc | $20.4K | 0.0% | 36 |
| FTREFortrea Holdings Inc | $20K | 0.0% | 1,000 |
| COLUMBIA ETF TR II | $19.2K | 0.0% | 330 |
| EEFTEuronet Worldwide Inc | $18.9K | 0.0% | 300 |
| PALOMAR HLDGS INC | $18.5K | 0.0% | 150 |
| RLRalph Lauren Corp | $18.1K | 0.0% | 51 |
| SHOPShopify Inc | $18.1K | 0.0% | 122 |
| WABWestinghouse Air Brake Technologies Corp | $18.1K | 0.0% | 63 |
| GDGeneral Dynamics Corp | $17.9K | 0.0% | 54 |
| SOLSSolstice Advanced Materials Inc | $17.6K | 0.0% | 313 |
| IWRiShares Russell Mid-Cap ETF | $17.6K | 0.0% | 165 |
| SPDR INDEX SHS FDS | $17.5K | 0.0% | 250 |
| NTRSNorthern Trust Corp | $16.9K | 0.0% | 100 |
| CNKCinemark Holdings Inc | $16.9K | 0.0% | 452 |
| PSXPhillips 66 | $16.6K | 0.0% | 65 |
| EOGEOG Resources Inc | $16.5K | 0.0% | 120 |
| MSMorgan Stanley | $16K | 0.0% | 85 |
| SSNCSS&C Technologies Holdings Inc | $16K | 0.0% | 207 |
| BANK OF NY MELLON CORP | $15.9K | 0.0% | 110 |
| AYIAcuity Inc | $15.8K | 0.0% | 51 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $15.6K | 0.0% | 200 |
| ZTSZoetis Inc | $15.6K | 0.0% | 223 |
| PGRProgressive Corp | $15.5K | 0.0% | 75 |
| JOHNSON CONTROLS INTERNATION | $15.5K | 0.0% | 104 |
| GLWCorning Inc | $15.4K | 0.0% | 100 |
| NVONovo Nordisk A/S | $15.2K | 0.0% | 400 |
| RPMRPM International Inc | $14.8K | 0.0% | 150 |
| PFFiShares Preferred and Income Securities ETF | $14.8K | 0.0% | 500 |
| CNPCenterPoint Energy Inc | $14.7K | 0.0% | 400 |
| BUDAnheuser-Busch Inbev SA | $14.7K | 0.0% | 200 |
| NKENike Inc | $14.6K | 0.0% | 412 |
| STONEX GROUP INC | $14.5K | 0.0% | 225 |
| QQnity Electronics Inc | $14.2K | 0.0% | 113 |
| ITWIllinois Tool Works Inc | $14.2K | 0.0% | 55 |
| ADIAnalog Devices Inc | $13.9K | 0.0% | 35 |
| ULTAUlta Beauty Inc | $13.7K | 0.0% | 25 |
| DDDupont De Nemours Inc | $13.2K | 0.0% | 102 |
| FSLRFirst Solar Inc | $13.1K | 0.0% | 75 |
| TRANSOCEAN LTD | $13.1K | 0.0% | 2,500 |
| TSCOTractor Supply Co | $13K | 0.0% | 415 |
| VOOGVanguard S&P 500 Growth ETF | $12.8K | 0.0% | 150 |
| ARESAres Management Corp | $12.4K | 0.0% | 107 |
| GEHCGE Healthcare Technologies Inc | $12.4K | 0.0% | 189 |
| SHAKShake Shack Inc | $11.7K | 0.0% | 200 |
| BANC OF CALIFORNIA INC | $11.3K | 0.0% | 656 |
| PFGPrincipal Financial Group Inc | $11.2K | 0.0% | 100 |
| VCRVanguard Consumer Discretion ETF | $10.9K | 0.0% | 30 |
| TFCTruist Financial Corp | $10.4K | 0.0% | 225 |
| LINELineage Inc | $10.2K | 0.0% | 300 |
| CMSCMS Energy Corp | $10.1K | 0.0% | 160 |
| CMECME Group Inc | $9.2K | 0.0% | 35 |
| TXTTextron Inc | $9.1K | 0.0% | 120 |
| FBTCFidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest | $9.1K | 0.0% | 125 |
| FRANKLIN TEMPLETON ETF TR | $9K | 0.0% | 260 |
| STMSTMicroelectronics NV | $8.9K | 0.0% | 166 |
| FFord Motor Co | $8.6K | 0.0% | 714 |
| MDLZMondelez International Inc | $8.4K | 0.0% | 145 |
| WDCWestern Digital Corp | $8.2K | 0.0% | 18 |
| PRUPrudential Financial Inc | $8.1K | 0.0% | 71 |
| FIDELITY ETHEREUM FD | $8K | 0.0% | 300 |
| FTSMFirst Trust Enhanced Short Maturity ETF | $7.9K | 0.0% | 133 |
| CMCSAComcast Corp | $7.5K | 0.0% | 345 |
| GWWWW Grainger Inc | $7.5K | 0.0% | 6 |
| FCXFreeport-McMoRan Inc | $7.4K | 0.0% | 106 |
| BTCGRAYSCALE BITCOIN MINI TR ET | $7.3K | 0.0% | 197 |
| MRSHMarsh & McLennan Companies Inc | $7.2K | 0.0% | 42 |
| ROSTRoss Stores Inc | $7K | 0.0% | 30 |
| AXPAmerican Express Co | $7K | 0.0% | 23 |
| HLTHilton Worldwide Holdings Inc | $6.7K | 0.0% | 21 |
| VLOValero Energy Corp | $6.6K | 0.0% | 17 |
| INODInnodata Inc | $6.6K | 0.0% | 100 |
| CPRTCopart Inc | $6.3K | 0.0% | 231 |
| KRANESHARES TRUST | $6.2K | 0.0% | 121 |
| AMDAdvanced Micro Devices Inc | $6.1K | 0.0% | 10 |
| INTUIntuit Inc | $6.1K | 0.0% | 22 |
| NANO NUCLEAR ENERGY INC | $5.9K | 0.0% | 375 |
| EMBCEmbecta Corp. - Common Stock | $5.9K | 0.0% | 1,040 |
| AZOAutozone Inc | $5.7K | 0.0% | 2 |
| VLUEiShares MSCI USA Value Factor ETF | $5.5K | 0.0% | 28 |
| TE CONNECTIVITY PLC | $5.5K | 0.0% | 26 |
| BRBRBellring Brands Inc | $5.4K | 0.0% | 699 |
| ROYAL CARIBBEAN GROUP | $5.1K | 0.0% | 19 |
| RSGRepublic Services Inc | $5K | 0.0% | 24 |
| RDDTReddit Inc | $5K | 0.0% | 35 |
| NOCNorthrop Grumman Corp | $4.8K | 0.0% | 10 |
| EQTEQT Corp | $4.3K | 0.0% | 89 |
| DALDelta Air Lines Inc | $4.2K | 0.0% | 50 |
| SABLE OFFSHORE CORP | $4.2K | 0.0% | 1,200 |
| ESMLiShares ESG Aware MSCI USA Small-Cap ETF | $4.1K | 0.0% | 79 |
| SOFISoFi Technologies Inc | $3.5K | 0.0% | 222 |
| IXUSiShares Core MSCI Total International Stock ETF | $3.4K | 0.0% | 36 |
| MBGLMobility Global Inc | $3.3K | 0.0% | 195 |
| CHECK POINT SOFTWARE TECH LT | $3.2K | 0.0% | 25 |
| XLKState Street Technology Select Sector SPDR ETF | $3.1K | 0.0% | 16 |
| QUALiShares MSCI USA Quality Factor ETF | $3.1K | 0.0% | 14 |
| EQIXEquinix Inc | $3K | 0.0% | 3 |
| RBLXRoblox Corp | $3K | 0.0% | 70 |
| BWINBaldwin Insurance Group, Inc | $2.9K | 0.0% | 92 |
| PENNPENN Entertainment Inc | $2.9K | 0.0% | 200 |
| FDXFedEx Corp | $2.9K | 0.0% | 10 |
| ROPRoper Technologies Inc | $2.8K | 0.0% | 8 |
| ULUnilever PLC | $2.2K | 0.0% | 37 |
| AMHAmerican Homes 4 Rent | $2.2K | 0.0% | 73 |
| ADSKAutodesk Inc | $1.9K | 0.0% | 9 |
| UPSUnited Parcel Service Inc | $1.9K | 0.0% | 20 |
| EXCExelon Corp | $1.9K | 0.0% | 46 |
| CASYCaseys General Stores Inc | $1.8K | 0.0% | 3 |
| JVALJPMorgan U.S. Value Factor ETF | $1.7K | 0.0% | 30 |
| QQQMInvesco NASDAQ 100 ETF | $1.7K | 0.0% | 5 |
| ACMAECOM | $1.7K | 0.0% | 28 |
| ISRGIntuitive Surgical Inc | $1.6K | 0.0% | 4 |
| TLHiShares 10-20 Year Treasury Bond ETF | $1.6K | 0.0% | 17 |
| SHELShell PLC | $1.4K | 0.0% | 15 |
| TKRTimken Co | $1.4K | 0.0% | 12 |
| SCIService Corporation International | $1.4K | 0.0% | 18 |
| FERVO ENERGY CO | $1.4K | 0.0% | 100 |
| COASTAL FINL CORP WA | $1.3K | 0.0% | 33 |
| FANGDiamondback Energy Inc | $1.3K | 0.0% | 7 |
| BIIBBiogen Inc | $1.1K | 0.0% | 5 |
| TDGTransDigm Group Inc | $1.1K | 0.0% | 1 |
| PJT PARTNERS INC | $999 | 0.0% | 7 |
| ODDITY TECH LTD | $933 | 0.0% | 50 |
| BHFBrighthouse Financial Inc | $899 | 0.0% | 18 |
| ON HLDG AG | $889 | 0.0% | 30 |
| BSXBoston Scientific Corp | $830 | 0.0% | 19 |
| SYKStryker Corp | $827 | 0.0% | 3 |
| IRIngersoll Rand Inc | $752 | 0.0% | 10 |
| GROWGENERATION CORP | $750 | 0.0% | 500 |
| NBIXNeurocrine Biosciences Inc | $710 | 0.0% | 5 |
| SELECTQUOTE INC | $608 | 0.0% | 1,500 |
| NIONIO Inc | $601 | 0.0% | 175 |
| STZConstellation Brands Inc | $566 | 0.0% | 5 |
| OXYOccidental Petroleum Corp | $554 | 0.0% | 10 |
| FEDEX FGHT HLDG CO INC | $547 | 0.0% | 5 |
| LULULululemon Athletica Inc | $481 | 0.0% | 5 |
| VSNTVersant Media Group Inc | $381 | 0.0% | 12 |
| TDToronto-Dominion Bank | $236 | 0.0% | 2 |
| LUVSouthwest Airlines Co | $209 | 0.0% | 5 |
| DDD3D Systems Corp | $180 | 0.0% | 50 |
| ESGUiShares ESG Aware MSCI USA ETF | $167 | 0.0% | 1 |
| VTVanguard Total World Stock Index ETF | $158 | 0.0% | 1 |
| MAGNUM ICE CREAM CO NV | $143 | 0.0% | 8 |
| AZIO AI HOLDINGS INC | $82 | 0.0% | 65 |
| ISHARES TR | $79 | 0.0% | 1 |
| GDXVanEck Gold Miners ETF | $42 | 0.0% | 0 |
| OCCIDENTAL PETE CORP | $34 | 0.0% | 1 |
| LIQUIDIA CORPORATION | $31 | 0.0% | 1 |
| INOInovio Pharmaceuticals Inc | $22 | 0.0% | 18 |
| QYLDGlobal X NASDAQ 100 Covered Call ETF | $17 | 0.0% | 1 |
| PGXInvesco Preferred ETF | $11 | 0.0% | 1 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $7 | 0.0% | 0 |
| PROG HOLDINGS INC | $7 | 0.0% | 0 |
| WKHSWorkhorse Group Inc | $3 | 0.0% | 1 |
| JEPIJPMorgan Equity Premium Income ETF | $1 | 0.0% | 0 |
| CANOPY GROWTH CORPORATION | $1 | 0.0% | 1 |
Quarter ending 2026-09-30.
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