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Essex Bank Portfolio
$502.5M across 318 positions as of 2026-09-30, with 35% of it in the ten largest. 4 quarters on file.
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 |
|---|---|---|---|
| AAPLApple Inc | $35.5M | 7.1% | 106,525 |
| XOMExxonmobil Holdings Corp | $27.4M | 5.4% | 168,231 |
| CVXChevron Corp | $27.1M | 5.4% | 132,785 |
| JNJJohnson & Johnson | $18M | 3.6% | 67,825 |
| MSFTMicrosoft Corp | $14.4M | 2.9% | 28,057 |
| BRK.ABerkshire Hathaway Inc | $12M | 2.4% | 16 |
| LLYEli Lilly and Co | $11.9M | 2.4% | 10,270 |
| ADPAutomatic Data Processing Inc | $11M | 2.2% | 42,659 |
| GOOGAlphabet Inc | $9.8M | 2.0% | 28,864 |
| JPMJPMorgan Chase & Co | $9.2M | 1.8% | 27,925 |
| GOOGLAlphabet Inc | $9.1M | 1.8% | 26,587 |
| AMZNAmazon.com Inc | $8.8M | 1.8% | 35,319 |
| NVDANVIDIA Corp | $8.2M | 1.6% | 35,948 |
| AVGOBroadcom Inc | $8.2M | 1.6% | 23,317 |
| VOOVanguard S&P 500 ETF | $6.8M | 1.4% | 9,742 |
| IVViShares Core S&P 500 ETF | $6.3M | 1.2% | 8,178 |
| SPYState Street SPDR S&P 500 ETF Trust | $6.2M | 1.2% | 8,189 |
| VVisa Inc | $5M | 1.0% | 13,834 |
| BRK.BBerkshire Hathaway Inc | $5M | 1.0% | 9,941 |
| TGTTarget Corp | $4.9M | 1.0% | 31,199 |
| WMTWalmart Inc | $4.6M | 0.9% | 44,429 |
| RTXRTX Corp | $4.4M | 0.9% | 23,887 |
| QQQInvesco QQQ Trust, Series 1 | $4.4M | 0.9% | 5,926 |
| PGProcter & Gamble Co | $4.3M | 0.9% | 29,722 |
| VEAVanguard FTSE Developed Markets ETF | $4.3M | 0.9% | 60,788 |
| MRKMerck & Co Inc | $4.1M | 0.8% | 28,408 |
| METAMeta Platforms Inc | $3.7M | 0.7% | 5,064 |
| DEDeere & Co | $3.6M | 0.7% | 5,303 |
| CATCaterpillar Inc | $3.6M | 0.7% | 4,391 |
| ABBVAbbVie Inc | $3.5M | 0.7% | 13,570 |
| JPSTJPMorgan Ultra-Short Income ETF | $3.5M | 0.7% | 70,446 |
| PANWPalo Alto Networks Inc | $3.4M | 0.7% | 8,524 |
| HDHome Depot Inc | $3.4M | 0.7% | 11,893 |
| CSCOCisco Systems Inc | $3.3M | 0.7% | 30,849 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $3.2M | 0.6% | 19,361 |
| VOVanguard Mid-Cap ETF | $2.9M | 0.6% | 37,183 |
| AMDAdvanced Micro Devices Inc | $2.9M | 0.6% | 4,695 |
| IWMiShares Russell 2000 Index Fund | $2.5M | 0.5% | 9,140 |
| TRANE TECHNOLOGIES PLC | $2.5M | 0.5% | 5,453 |
| VTIVanguard Total Stock Market ETF | $2.4M | 0.5% | 6,494 |
| VOOGVanguard S&P 500 Growth ETF | $2.3M | 0.5% | 26,996 |
| VYMVanguard High Dividend Yield ETF | $2.3M | 0.5% | 14,785 |
| VBVanguard Small-Cap ETF | $2.3M | 0.5% | 8,039 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $2.2M | 0.4% | 39,573 |
| IVWiShares S&P 500 Growth ETF | $2.2M | 0.4% | 15,402 |
| CMICummins Inc | $2.2M | 0.4% | 4,177 |
| SCHWCharles Schwab Corp | $2.1M | 0.4% | 21,788 |
| ASML HOLDING NV NY REG SHS | $2.1M | 0.4% | 1,162 |
| IWFiShares Russell 1000 Growth ETF | $2M | 0.4% | 16,326 |
| UNPUnion Pacific Corp | $2M | 0.4% | 7,271 |
| EATON CORP CMN | $1.9M | 0.4% | 4,522 |
| MAMastercard Inc | $1.9M | 0.4% | 3,523 |
| COSTCostco Wholesale Corp | $1.9M | 0.4% | 2,099 |
| NSCNorfolk Southern Corp | $1.9M | 0.4% | 6,150 |
| XLKState Street Technology Select Sector SPDR ETF | $1.9M | 0.4% | 9,700 |
| MCOMoody's Corp | $1.9M | 0.4% | 4,097 |
| KOCoca-Cola Co | $1.8M | 0.4% | 20,737 |
| BLKBlackRock Inc | $1.7M | 0.3% | 1,626 |
| GSGoldman Sachs Group Inc | $1.7M | 0.3% | 1,906 |
| PEPPepsiCo Inc | $1.7M | 0.3% | 13,351 |
| GDGeneral Dynamics Corp | $1.7M | 0.3% | 5,062 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $1.6M | 0.3% | 3,523 |
| VIGVanguard Div Appreciation ETF | $1.6M | 0.3% | 6,649 |
| LMTLockheed Martin Corp | $1.6M | 0.3% | 3,045 |
| IJRiShares Core S&P Small-Cap ETF | $1.6M | 0.3% | 11,394 |
| VRSKVerisk Analytics Inc | $1.5M | 0.3% | 9,213 |
| SYKStryker Corp | $1.5M | 0.3% | 5,445 |
| IEMGiShares Core MSCI Emerging Markets ETF | $1.5M | 0.3% | 17,909 |
| IJHiShares Core S&P Mid-Cap ETF | $1.4M | 0.3% | 20,065 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $1.4M | 0.3% | 14,121 |
| IBMInternational Business Machines Corp | $1.4M | 0.3% | 6,328 |
| CLColgate-Palmolive Co | $1.4M | 0.3% | 16,222 |
| KMBKimberly-Clark Corp | $1.4M | 0.3% | 14,049 |
| DGROiShares Core Dividend Growth ETF | $1.3M | 0.3% | 17,793 |
| CVSCVS Health Corp | $1.3M | 0.3% | 15,542 |
| JMSTJPMorgan Ultra-Short Municipal Income ETF | $1.3M | 0.3% | 26,284 |
| MUMicron Technology Inc | $1.3M | 0.3% | 1,238 |
| EMREmerson Electric Co | $1.3M | 0.3% | 8,391 |
| WFCWells Fargo & Co | $1.3M | 0.3% | 15,988 |
| IEFAiShares Core MSCI EAFE ETF | $1.3M | 0.3% | 13,092 |
| PSXPhillips 66 | $1.3M | 0.3% | 4,930 |
| VWOVanguard FTSE Emerging Markets ETF | $1.2M | 0.2% | 20,988 |
| GWWWW Grainger Inc | $1.2M | 0.2% | 985 |
| AGGiShares Core U.S. Aggregate Bond ETF | $1.2M | 0.2% | 12,577 |
| VVVanguard Large-Cap ETF | $1.2M | 0.2% | 3,332 |
| LHXL3Harris Technologies Inc | $1.1M | 0.2% | 4,854 |
| COPConocoPhillips | $1.1M | 0.2% | 8,944 |
| NFLXNetflix Inc | $1.1M | 0.2% | 16,041 |
| ANETArista Networks Inc | $1.1M | 0.2% | 5,354 |
| TSLATesla Inc | $1.1M | 0.2% | 3,071 |
| AMGNAmgen Inc | $1.1M | 0.2% | 2,570 |
| GEGeneral Electric Co | $1.1M | 0.2% | 3,438 |
| FCXFreeport-McMoRan Inc | $1.1M | 0.2% | 15,032 |
| TMOThermo Fisher Scientific Inc | $1M | 0.2% | 1,510 |
| DHRDanaher Corp | $1M | 0.2% | 4,599 |
| SOSouthern Co | $1M | 0.2% | 12,293 |
| AFLAflac Inc | $1M | 0.2% | 9,081 |
| SCHDSchwab US Dividend Equity ETF | $1M | 0.2% | 31,002 |
| PROFESIONALLY MANAGED PORTFOCONGRESS INTERME | $1M | 0.2% | 41,857 |
| CRMSalesforce Inc | $989.4K | 0.2% | 4,310 |
| GLDSPDR Gold Shares | $983.3K | 0.2% | 2,582 |
| VTVVanguard Value ETF | $982.5K | 0.2% | 4,547 |
| MMM3M Co | $981.4K | 0.2% | 5,979 |
| ITWIllinois Tool Works Inc | $978.9K | 0.2% | 3,805 |
| VCSHVanguard Short-Term Corporate Bond ETF | $957.7K | 0.2% | 12,397 |
| VXUSVanguard Total International Stock ETF | $940.6K | 0.2% | 11,071 |
| INTCIntel Corp | $936.7K | 0.2% | 7,791 |
| VLOValero Energy Corp | $932.2K | 0.2% | 2,405 |
| GEVGE Vernova Inc | $913.4K | 0.2% | 961 |
| EFAiShares MSCI EAFE ETF | $908.8K | 0.2% | 8,748 |
| ORCLOracle Corp | $903.8K | 0.2% | 6,583 |
| IYWiShares U.S. Technology ETF | $886.1K | 0.2% | 3,345 |
| MCDMcDonald's Corp | $875.9K | 0.2% | 3,793 |
| LNGCheniere Energy Inc | $866.2K | 0.2% | 3,220 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $857.2K | 0.2% | 33,776 |
| IWRiShares Russell Mid-Cap ETF | $856.3K | 0.2% | 8,025 |
| DISWalt Disney Co | $855.8K | 0.2% | 8,158 |
| UNHUnitedHealth Group Inc | $848.3K | 0.2% | 2,311 |
| IWPiShares Russell Midcap Growth ETF | $843.1K | 0.2% | 6,124 |
| ECLEcolab Inc | $836.9K | 0.2% | 3,048 |
| SONSonoco Products Co | $813.6K | 0.2% | 16,668 |
| TRVTravelers Companies Inc | $812.8K | 0.2% | 2,280 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $810K | 0.2% | 10,371 |
| VONVVanguard Russell 1000 Value ETF | $809.7K | 0.2% | 7,449 |
| NEENextera Energy Inc | $805K | 0.2% | 10,629 |
| IUSViShares Core S&P U.S. Value ETF | $803.8K | 0.2% | 7,289 |
| QCOMQualcomm Inc | $801.9K | 0.2% | 4,357 |
| IWDiShares Russell 1000 Value ETF | $792.1K | 0.2% | 3,195 |
| FLEXSHARES TR ESG & CLM US LRG | $766K | 0.2% | 9,246 |
| ACCENTURE PLC IRELAND SHS CLASS A | $759.3K | 0.2% | 4,141 |
| ADBEAdobe Inc | $755.6K | 0.2% | 3,149 |
| RSPInvesco S&P 500 Equal Weight ETF | $755.5K | 0.2% | 3,632 |
| BMYBristol-Myers Squibb Co | $750.6K | 0.1% | 12,029 |
| APHAmphenol Corp | $749K | 0.1% | 8,885 |
| VGTVanguard Information Tech ETF | $740.1K | 0.1% | 5,889 |
| AXPAmerican Express Co | $738K | 0.1% | 2,427 |
| DUKDuke Energy Corp | $733.8K | 0.1% | 6,436 |
| LRCXLam Research Corp | $721.7K | 0.1% | 2,197 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $706.5K | 0.1% | 13,365 |
| VYMIVanguard International High Dividend Yield ETF | $693.1K | 0.1% | 6,854 |
| BACBank of America Corp | $688.9K | 0.1% | 12,656 |
| MDLZMondelez International Inc | $686.9K | 0.1% | 11,882 |
| IVEiShares S&P 500 Value ETF | $686.4K | 0.1% | 3,007 |
| NVSNovartis AG | $682.3K | 0.1% | 4,786 |
| STTState Street Corp | $678.3K | 0.1% | 3,885 |
| TXNTexas Instruments Inc | $668.3K | 0.1% | 2,386 |
| BABoeing Co | $650.6K | 0.1% | 3,497 |
| CICigna Group | $642.6K | 0.1% | 2,364 |
| HONHoneywell International Inc | $641K | 0.1% | 3,039 |
| XLFState Street Financial Select Sector SPDR ETF | $640.3K | 0.1% | 11,991 |
| EFViShares MSCI EAFE Value ETF | $637.2K | 0.1% | 8,052 |
| PFEPfizer Inc | $635.3K | 0.1% | 22,277 |
| CCitigroup Inc | $632.6K | 0.1% | 4,886 |
| SOXXiShares Semiconductor ETF | $610.7K | 0.1% | 1,074 |
| CHUBB LIMITED COM | $606.6K | 0.1% | 1,865 |
| PRFInvesco FTSE RAFI US 1000 ETF | $601.5K | 0.1% | 11,050 |
| MSMorgan Stanley | $595.5K | 0.1% | 3,166 |
| TJXTJX Companies Inc | $589.4K | 0.1% | 4,455 |
| PMPhilip Morris International Inc | $583.7K | 0.1% | 3,059 |
| XLIState Street Industrial Select Sector SPDR ETF | $578.1K | 0.1% | 3,462 |
| CEGConstellation Energy Corp | $568.7K | 0.1% | 2,239 |
| FLEXSHARES MORNINGSTAR US | $567K | 0.1% | 2,045 |
| VZVerizon Communications Inc | $564.3K | 0.1% | 12,305 |
| XLVState Street Health Care Select Sector SPDR ETF | $562.2K | 0.1% | 3,338 |
| WHITE MTNS INS GROUP LTD COM | $551.8K | 0.1% | 275 |
| IQDFFlexShares International Quality Dividend Index Fund | $550.4K | 0.1% | 16,006 |
| VOEVanguard Mid-Cap Value ETF | $549.4K | 0.1% | 2,810 |
| SHELShell PLC | $539.3K | 0.1% | 5,674 |
| PLTRPalantir Technologies Inc | $535K | 0.1% | 2,860 |
| NOCNorthrop Grumman Corp | $528.9K | 0.1% | 1,094 |
| QQnity Electronics Inc | $526.6K | 0.1% | 4,188 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $522.2K | 0.1% | 4,798 |
| AEPAmerican Electric Power Company Inc | $519.3K | 0.1% | 4,377 |
| XLCThe Communication Services Select Sector SPDR Fund | $514.2K | 0.1% | 4,634 |
| BKNGBooking Holdings Inc | $509.4K | 0.1% | 3,127 |
| NOWServiceNow Inc | $502.7K | 0.1% | 3,751 |
| PNCPNC Financial Services Group Inc | $494.3K | 0.1% | 2,224 |
| IRMIron Mountain Inc | $493.4K | 0.1% | 4,447 |
| XLGInvesco S&P 500 Top 50 ETF | $493.4K | 0.1% | 7,756 |
| DOVDover Corp | $487.5K | 0.1% | 2,606 |
| GILDGilead Sciences, Inc | $477.9K | 0.1% | 3,206 |
| SCHXSchwab U.S. Large-Cap ETF | $472.5K | 0.1% | 15,749 |
| HONAHoneywell Aerospace Inc | $471.4K | 0.1% | 3,042 |
| GLWCorning Inc | $467.7K | 0.1% | 3,042 |
| MOAltria Group Inc | $466.3K | 0.1% | 6,925 |
| BANK OF NY MELLON CORP COM | $457.9K | 0.1% | 3,166 |
| CRWDCrowdStrike Holdings Inc | $457.5K | 0.1% | 1,728 |
| USBUS Bancorp | $446.3K | 0.1% | 7,727 |
| ASTRAZENECA PLC | $445.7K | 0.1% | 2,760 |
| KLACKLA Corp | $435.1K | 0.1% | 2,232 |
| BDXBecton Dickinson and Co | $426.6K | 0.1% | 2,383 |
| MARMarriott International Inc | $415.1K | 0.1% | 1,167 |
| APDAir Products and Chemicals Inc | $406.8K | 0.1% | 1,462 |
| SCHBSchwab U.S. Broad Market ETF | $400K | 0.1% | 13,651 |
| PIMCO ETF TR SHTRM MUN BD ACT | $391.6K | 0.1% | 7,928 |
| DVYISHARES TR INDEX DJ SEL DIV INX | $381.4K | 0.1% | 2,508 |
| JPIEJPMorgan Income ETF | $380K | 0.1% | 8,466 |
| ACWIiShares MSCI ACWI ETF | $377.5K | 0.1% | 2,378 |
| TAT&T Inc | $375.1K | 0.1% | 15,378 |
| DDDupont De Nemours Inc | $371.6K | 0.1% | 2,861 |
| NVONovo Nordisk A/S | $369.8K | 0.1% | 9,758 |
| SLBSLB NV | $365K | 0.1% | 7,491 |
| PKGPackaging Corp of America | $364.8K | 0.1% | 1,591 |
| FMHIFirst Trust Municipal High Income ETF | $364.4K | 0.1% | 8,127 |
| PAYXPaychex Inc | $364K | 0.1% | 3,695 |
| HELOJPMorgan Hedged Equity Laddered Overlay ETF | $362K | 0.1% | 5,234 |
| ABTAbbott Laboratories | $359.8K | 0.1% | 3,641 |
| VUGVanguard Growth ETF | $356.6K | 0.1% | 3,957 |
| SPDR SERIES TRUST ST STR P500VAL | $354.6K | 0.1% | 5,800 |
| IGViShares Expanded Tech-Software Sector ETF | $351.1K | 0.1% | 3,297 |
| IWSiShares Russell Mid-cap Value ETF | $348.8K | 0.1% | 2,170 |
| BPBP PLC | $348.1K | 0.1% | 7,914 |
| HCAHCA Healthcare Inc | $347.4K | 0.1% | 814 |
| ADIAnalog Devices Inc | $346.7K | 0.1% | 874 |
| PHParker-Hannifin Corp | $343.9K | 0.1% | 360 |
| AVUVAvantis U.S. Small Cap Value ETF | $343.8K | 0.1% | 2,919 |
| PWRQuanta Services Inc | $341.2K | 0.1% | 531 |
| LOWLowe's Companies Inc | $337.2K | 0.1% | 1,830 |
| CORCencora Inc | $336.9K | 0.1% | 1,122 |
| ISHARES TR DJ PHARMA INDX | $331.7K | 0.1% | 3,300 |
| AVYAvery Dennison Corp | $331.4K | 0.1% | 1,942 |
| FLEXSHARES TR HIG YLD VL ETF | $327.5K | 0.1% | 8,431 |
| HDViShares Core High Dividend ETF | $324.8K | 0.1% | 11,622 |
| OEFiShares S&P 100 Fund | $324K | 0.1% | 848 |
| WMBWilliams Companies Inc | $318.3K | 0.1% | 4,683 |
| LHLabcorp Holdings Inc | $317.7K | 0.1% | 1,031 |
| UBERUber Technologies Inc | $307K | 0.1% | 4,481 |
| BNBrookfield Corporation Class A Limited Voting Shares | $304.1K | 0.1% | 8,344 |
| IVOOVanguard S&P Mid-Cap 400 ETF | $303.2K | 0.1% | 2,490 |
| EXCExelon Corp | $302.9K | 0.1% | 7,497 |
| SCHFSchwab International Equity ETF | $298.5K | 0.1% | 10,869 |
| FDXFedEx Corp | $297.9K | 0.1% | 1,045 |
| VEUVanguard FTSE All World Ex US ETF | $295.7K | 0.1% | 3,564 |
| SBUXStarbucks Corp | $290.6K | 0.1% | 3,093 |
| NOBLProShares S&P 500 Dividend Aristocrats ETF | $288.4K | 0.1% | 5,332 |
| MDYSPDR MidCap Trust Series I | $288.3K | 0.1% | 439 |
| TROWT Rowe Price Group Inc | $284.9K | 0.1% | 2,738 |
| INCYIncyte Corp | $284.8K | 0.1% | 2,347 |
| ORealty Income Corp | $284.2K | 0.1% | 5,235 |
| PIMCO ETF TR MTG BKD SECS ACT | $283.8K | 0.1% | 6,134 |
| FTNTFortinet Inc | $283K | 0.1% | 1,583 |
| REGLProShares S&P MidCap 400 Dividend Aristocrats ETF | $281.7K | 0.1% | 3,258 |
| KVUEKenvue Inc | $281K | 0.1% | 15,922 |
| RUSHARush Enterprises Inc | $278.3K | 0.1% | 6,075 |
| ALLEGION PUB LTD CO ORD SHS | $276.3K | 0.1% | 1,797 |
| FIRST TR EXCHANGE TRADED FD IV LIMITED DURATION | $275.8K | 0.1% | 15,015 |
| MEDTRONIC PLC | $275.4K | 0.1% | 3,192 |
| BXBlackstone Inc | $272.6K | 0.1% | 2,432 |
| QUALiShares MSCI USA Quality Factor ETF | $271.4K | 0.1% | 1,221 |
| WISDOMTREE TRUST SMLCAP EARN FD | $271.2K | 0.1% | 4,200 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $269.8K | 0.1% | 3,006 |
| SKHYSK Hynix Inc | $268.7K | 0.1% | 1,459 |
| PRUPrudential Financial Inc | $268.5K | 0.1% | 2,364 |
| TRGPTarga Resources Corp | $266.8K | 0.1% | 987 |
| GUNRFlexShares Global Upstream Natural Resources Index Fund ETF | $266.3K | 0.1% | 5,050 |
| XLEState Street Energy Select Sector SPDR ETF | $266K | 0.1% | 4,325 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $265.9K | 0.1% | 4,218 |
| BNY MELLON ETF TRUST II DYNAMIC VALUE | $265.2K | 0.1% | 7,871 |
| SPGSimon Property Group Inc | $262.4K | 0.1% | 1,307 |
| KKRKKR & Co Inc | $262.3K | 0.1% | 2,873 |
| CTVACorteva Inc | $260K | 0.1% | 3,349 |
| COFCapital One Financial Corp | $259.9K | 0.1% | 1,346 |
| SHOPShopify Inc | $258K | 0.1% | 1,740 |
| LINDE PLC COM EURO .001 | $257.3K | 0.1% | 542 |
| DDominion Energy Inc | $253.8K | 0.1% | 4,194 |
| ISHARES TR GLB INFRASTR ETF | $253.8K | 0.1% | 4,123 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $253.3K | 0.1% | 2,458 |
| MPCMarathon Petroleum Corp | $247.9K | 0.0% | 627 |
| SCHASchwab U.S. Small-Cap ETF | $246.2K | 0.0% | 7,544 |
| WMWaste Management Inc | $245.9K | 0.0% | 1,206 |
| GDXVanEck Gold Miners ETF | $245.1K | 0.0% | 2,792 |
| GNRState Street SPDR S&P Global Natural Resources ETF | $244.4K | 0.0% | 3,304 |
| SKYYFirst Trust Cloud Computing ETF | $243.7K | 0.0% | 1,486 |
| FNFFidelity National Financial Inc | $243.2K | 0.0% | 6,295 |
| RYRoyal Bank of Canada | $242.8K | 0.0% | 1,235 |
| AMLPAlerian MLP ETF | $240.9K | 0.0% | 4,646 |
| OGEOGE Energy Corp | $238.4K | 0.0% | 5,251 |
| CARRCarrier Global Corp | $237.1K | 0.0% | 4,322 |
| ROYAL CARIBBEAN CRUISES LTD COM | $235.8K | 0.0% | 887 |
| AGNICO EAGLE MINES LTD COM | $234.8K | 0.0% | 1,281 |
| SHWSherwin-Williams Co | $232.4K | 0.0% | 719 |
| ILMNIllumina Inc | $231.2K | 0.0% | 845 |
| SPLVInvesco S&P 500 Low Volatility ETF | $231K | 0.0% | 3,276 |
| IDViShares International Select Dividend ETF | $230.5K | 0.0% | 5,465 |
| ALLAllstate Corp | $230.1K | 0.0% | 1,037 |
| SNDKSandisk Corp | $227.9K | 0.0% | 131 |
| MRSHMarsh & McLennan Companies Inc | $227.2K | 0.0% | 1,331 |
| VONGVanguard Russell 1000 Growth ETF | $226.9K | 0.0% | 1,760 |
| DONWisdomTree U.S. MidCap Dividend Fund | $226.6K | 0.0% | 4,200 |
| ESEversource Energy | $225.7K | 0.0% | 3,518 |
| IEFiShares 7-10 Year Treasury Bond ETF | $225.1K | 0.0% | 2,521 |
| AMATApplied Materials Inc | $224K | 0.0% | 438 |
| EFGiShares MSCI EAFE Growth ETF | $223.5K | 0.0% | 1,865 |
| VRTXVertex Pharmaceuticals Inc | $220.1K | 0.0% | 421 |
| SPGIS&P Global Inc | $218.5K | 0.0% | 554 |
| MORGAN STANLEY ETF TRUST EATON VANCE INCOME | $218.1K | 0.0% | 4,530 |
| IBTGiShares iBonds Dec 2026 Term Treasury ETF | $217.8K | 0.0% | 9,522 |
| MCKMcKesson Corp | $216K | 0.0% | 253 |
| IWOiShares Russell 2000 Growth Fund | $215.6K | 0.0% | 604 |
| T ROWE PRICE ETF INC CAPITAL APPRECIA | $215.1K | 0.0% | 9,850 |
| MPWRMonolithic Power Systems Inc | $212.9K | 0.0% | 158 |
| REGNRegeneron Pharmaceuticals Inc | $212.3K | 0.0% | 280 |
| MBBiShares MBS ETF | $211K | 0.0% | 2,354 |
| WECWEC Energy Group Inc | $210.7K | 0.0% | 2,091 |
| XBIState Street SPDR S&P Biotech ETF | $206.9K | 0.0% | 1,312 |
| CMSCMS Energy Corp | $206.2K | 0.0% | 3,269 |
| SPTSSPDR Portfolio Short Term Treasury ETF | $205.8K | 0.0% | 7,182 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $204.9K | 0.0% | 3,345 |
| SEAGATE TECHNOLOGY HDGS, PLC | $204.8K | 0.0% | 222 |
| MNSTMonster Beverage Corp | $204.7K | 0.0% | 4,919 |
| WELLWelltower Inc | $204K | 0.0% | 886 |
| ULUnilever PLC | $203.7K | 0.0% | 3,355 |
| USIGiShares Broad USD Investment Grade Corporate Bond ETF | $203.4K | 0.0% | 4,177 |
| NEMNewmont Corporation | $202.9K | 0.0% | 1,759 |
| NUVEEN QUALITY MUNCP INCOME COM | $199.6K | 0.0% | 19,727 |
| NUVEEN MUN VALUE FD INC COM | $95.5K | 0.0% | 11,520 |
| WITWipro Ltd | $53.2K | 0.0% | 32,428 |
| LG DISPLAY CO LTD SPONS ADR REP | $51.8K | 0.0% | 17,561 |
Quarter ending 2026-09-30.
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