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Meriwether Wealth & Planning, LLC Portfolio
$220.9M across 500 positions as of 2026-09-30, with 52% 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 |
|---|---|---|---|
| SCHGSchwab U.S. Large-Cap Growth ETF | $24.8M | 11.2% | 689,650 |
| SCHVSchwab U.S. Large-Cap Value ETF | $23.3M | 10.6% | 699,619 |
| VXUSVanguard Total International Stock ETF | $12.4M | 5.6% | 145,818 |
| FBNDFidelity Total Bond ETF | $11.4M | 5.2% | 262,746 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $9M | 4.1% | 130,521 |
| FLTRVanEck IG Floating Rate ETF | $8.2M | 3.7% | 321,687 |
| INVESCO EXCH TRD SLF IDX FD | $7.8M | 3.5% | 400,677 |
| INVESCO EXCH TRD SLF IDX FD | $7.1M | 3.2% | 355,188 |
| SCHASchwab U.S. Small-Cap ETF | $6.9M | 3.1% | 211,198 |
| JPMJPMorgan Chase & Co | $4.1M | 1.9% | 12,434 |
| SPHYState Street SPDR Portfolio High Yield Bond ETF | $3.7M | 1.7% | 164,108 |
| SEI EXCHANGE TRADED FUNDS | $3.2M | 1.5% | 59,864 |
| GOOGAlphabet Inc | $3.2M | 1.4% | 9,378 |
| BRK.BBerkshire Hathaway Inc | $3.2M | 1.4% | 6,408 |
| INVESCO EXCH TRADED FD TR II | $3.1M | 1.4% | 50,428 |
| AMZNAmazon.com Inc | $3M | 1.3% | 11,855 |
| MSFTMicrosoft Corp | $2.9M | 1.3% | 5,735 |
| AAPLApple Inc | $2.3M | 1.1% | 7,032 |
| VEAVanguard FTSE Developed Markets ETF | $1.9M | 0.9% | 26,845 |
| NVDANVIDIA Corp | $1.9M | 0.9% | 8,264 |
| AMATApplied Materials Inc | $1.8M | 0.8% | 3,430 |
| CATCaterpillar Inc | $1.6M | 0.7% | 1,979 |
| SCHWCharles Schwab Corp | $1.5M | 0.7% | 15,685 |
| BKNGBooking Holdings Inc | $1.5M | 0.7% | 9,384 |
| COPConocoPhillips | $1.4M | 0.6% | 11,103 |
| BDXBecton Dickinson and Co | $1.3M | 0.6% | 7,045 |
| WMTWalmart Inc | $1.2M | 0.6% | 11,747 |
| XLEState Street Energy Select Sector SPDR ETF | $1.2M | 0.6% | 19,848 |
| SMHVanEck Semiconductor ETF | $1.2M | 0.6% | 2,001 |
| VVisa Inc | $1.2M | 0.5% | 3,323 |
| BUSINESS FIRST BANCSHARES IN | $1.1M | 0.5% | 37,186 |
| ETEnergy Transfer LP | $1.1M | 0.5% | 55,791 |
| GDGeneral Dynamics Corp | $1M | 0.5% | 3,138 |
| ELVElevance Health Inc | $1M | 0.5% | 2,654 |
| ADIAnalog Devices Inc | $1M | 0.5% | 2,588 |
| MEDTRONIC PLC | $1M | 0.5% | 11,892 |
| DEDeere & Co | $1M | 0.5% | 1,521 |
| ULUnilever PLC | $1M | 0.5% | 16,468 |
| BANK OF NY MELLON CORP | $974.2K | 0.4% | 6,736 |
| CVXChevron Corp | $970.6K | 0.4% | 4,753 |
| CMCSAComcast Corp | $919.4K | 0.4% | 42,253 |
| EPDEnterprise Products Partners L.P | $873.9K | 0.4% | 24,541 |
| LOWLowe's Companies Inc | $827.1K | 0.4% | 4,488 |
| OMCOmnicom Group Inc | $827.1K | 0.4% | 11,233 |
| ICEIntercontinental Exchange Inc | $820.7K | 0.4% | 5,398 |
| MUMicron Technology Inc | $803.1K | 0.4% | 754 |
| SEI EXCHANGE TRADED FUNDS | $796.6K | 0.4% | 32,900 |
| ORCLOracle Corp | $796.5K | 0.4% | 5,801 |
| RSPInvesco S&P 500 Equal Weight ETF | $780.1K | 0.4% | 3,750 |
| AMDAdvanced Micro Devices Inc | $745.7K | 0.3% | 1,219 |
| CPCanadian Pacific Kansas City Ltd | $730.7K | 0.3% | 8,586 |
| NVSNovartis AG | $715.3K | 0.3% | 5,017 |
| MCKMcKesson Corp | $707K | 0.3% | 828 |
| PLTRPalantir Technologies Inc | $702.9K | 0.3% | 3,758 |
| GOOGLAlphabet Inc | $683.7K | 0.3% | 1,987 |
| ACCENTURE PLC IRELAND | $660.5K | 0.3% | 3,602 |
| ABBVAbbVie Inc | $652.1K | 0.3% | 2,493 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $622.2K | 0.3% | 1,364 |
| INVESCO EXCH TRD SLF IDX FD | $609K | 0.3% | 27,550 |
| SCHDSchwab US Dividend Equity ETF | $604.4K | 0.3% | 18,581 |
| KLACKLA Corp | $567.2K | 0.3% | 2,910 |
| TMOThermo Fisher Scientific Inc | $550.2K | 0.2% | 815 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $546.4K | 0.2% | 6,977 |
| INVESCO EXCH TRD SLF IDX FD | $536.6K | 0.2% | 23,509 |
| JACKSON FINANCIAL INC | $523.7K | 0.2% | 4,050 |
| TSLATesla Inc | $499.2K | 0.2% | 1,407 |
| FERGFerguson Enterprises Inc | $497.6K | 0.2% | 2,235 |
| LLYEli Lilly and Co | $492.9K | 0.2% | 426 |
| STRATEGY SHS | $484.8K | 0.2% | 16,025 |
| TYLTyler Technologies Inc | $477.9K | 0.2% | 1,500 |
| ISRGIntuitive Surgical Inc | $457.9K | 0.2% | 1,126 |
| PEPPepsiCo Inc | $453.3K | 0.2% | 3,577 |
| AMGNAmgen Inc | $449.3K | 0.2% | 1,066 |
| INVESCO EXCH TRD SLF IDX FD | $436.4K | 0.2% | 20,376 |
| AON PLC | $412.9K | 0.2% | 1,492 |
| SPYDState Street SPDR Portfolio S&P 500 High Dividend ETF | $408.4K | 0.2% | 9,001 |
| AMRIZE LTD | $404.6K | 0.2% | 10,821 |
| SEI EXCHANGE TRADED FUNDS | $400.9K | 0.2% | 8,167 |
| VUGVanguard Growth ETF | $385.4K | 0.2% | 4,277 |
| METAMeta Platforms Inc | $376.4K | 0.2% | 519 |
| NFLXNetflix Inc | $370.7K | 0.2% | 5,328 |
| BSCQINVESCO EXCH TRD SLF IDX FD | $368.2K | 0.2% | 18,863 |
| ENBEnbridge Inc | $359.6K | 0.2% | 7,734 |
| VXFVanguard Extended Market ETF | $349.1K | 0.2% | 1,507 |
| AVGOBroadcom Inc | $334.7K | 0.2% | 953 |
| SCHWAB STRATEGIC TR | $328.7K | 0.1% | 9,662 |
| VCSHVanguard Short-Term Corporate Bond ETF | $319.1K | 0.1% | 4,131 |
| INVESCO EXCH TRD SLF IDX FD | $318.9K | 0.1% | 17,521 |
| ROUNDHILL ETF TRUST | $310.4K | 0.1% | 5,143 |
| INVESCO EXCH TRD SLF IDX FD | $299.5K | 0.1% | 18,559 |
| VOEVanguard Mid-Cap Value ETF | $296K | 0.1% | 1,514 |
| CSCOCisco Systems Inc | $286.7K | 0.1% | 2,664 |
| FDXFedEx Corp | $281.7K | 0.1% | 988 |
| GLDSPDR Gold Shares | $281.1K | 0.1% | 738 |
| SEI EXCHANGE TRADED FUNDS | $273.1K | 0.1% | 8,100 |
| APDAir Products and Chemicals Inc | $260.1K | 0.1% | 935 |
| MAMastercard Inc | $258.6K | 0.1% | 469 |
| PGProcter & Gamble Co | $257.3K | 0.1% | 1,771 |
| JEPIJPMorgan Equity Premium Income ETF | $257.2K | 0.1% | 4,575 |
| FFord Motor Co | $253.2K | 0.1% | 20,991 |
| CRWDCrowdStrike Holdings Inc | $250.2K | 0.1% | 945 |
| DUKDuke Energy Corp | $244.1K | 0.1% | 2,141 |
| NETCloudflare Inc | $242.7K | 0.1% | 699 |
| WDSWoodside Energy Group Ltd | $241.1K | 0.1% | 10,874 |
| MRVLMarvell Technology Inc | $237.8K | 0.1% | 900 |
| SOSouthern Co | $226K | 0.1% | 2,727 |
| INVESCO EXCH TRD SLF IDX FD | $221.6K | 0.1% | 10,731 |
| SPDR SERIES TRUST | $218.2K | 0.1% | 1,775 |
| DISWalt Disney Co | $213.4K | 0.1% | 2,034 |
| BACBank of America Corp | $213.3K | 0.1% | 3,918 |
| BABAAlibaba Group Holding Ltd | $212.2K | 0.1% | 1,973 |
| BSJUInvesco BulletShares 2030 High Yield Corporate Bond ETF | $210.5K | 0.1% | 8,463 |
| COSTCostco Wholesale Corp | $205.7K | 0.1% | 226 |
| JNJJohnson & Johnson | $201.7K | 0.1% | 762 |
| ORIGIN BANCORP INC | $198.6K | 0.1% | 3,800 |
| PFEPfizer Inc | $198.1K | 0.1% | 6,946 |
| ETREntergy Corp | $195.4K | 0.1% | 1,969 |
| IBITiShares Bitcoin Trust ETF | $193.5K | 0.1% | 4,088 |
| VTVanguard Total World Stock Index ETF | $188.6K | 0.1% | 1,195 |
| DALDelta Air Lines Inc | $188.6K | 0.1% | 2,260 |
| VZVerizon Communications Inc | $184.5K | 0.1% | 4,022 |
| AROCArchrock Inc | $183.4K | 0.1% | 6,054 |
| NEENextera Energy Inc | $177.2K | 0.1% | 2,340 |
| UPSUnited Parcel Service Inc | $176.5K | 0.1% | 1,889 |
| QCOMQualcomm Inc | $175.6K | 0.1% | 954 |
| GPCGenuine Parts Co | $175.5K | 0.1% | 1,396 |
| EATON CORP PLC | $174.9K | 0.1% | 407 |
| EMREmerson Electric Co | $172.2K | 0.1% | 1,110 |
| DOCHealthpeak Properties Inc | $168.9K | 0.1% | 8,456 |
| TXNTexas Instruments Inc | $168.3K | 0.1% | 601 |
| CRMSalesforce Inc | $167.4K | 0.1% | 729 |
| RTXRTX Corp | $163K | 0.1% | 878 |
| MARMarriott International Inc | $160.4K | 0.1% | 451 |
| GSKGSK plc | $159.3K | 0.1% | 3,307 |
| SEI EXCHANGE TRADED FUNDS | $159.3K | 0.1% | 4,450 |
| RFRegions Financial Corp | $159.2K | 0.1% | 5,922 |
| SEI EXCHANGE TRADED FUNDS | $149.3K | 0.1% | 3,850 |
| AEPAmerican Electric Power Company Inc | $147.4K | 0.1% | 1,242 |
| NKENike Inc | $147.2K | 0.1% | 4,159 |
| HDHome Depot Inc | $146.2K | 0.1% | 514 |
| MCDMcDonald's Corp | $143.4K | 0.1% | 621 |
| LAMRLamar Advertising Co | $143.4K | 0.1% | 995 |
| UNPUnion Pacific Corp | $141.8K | 0.1% | 521 |
| SDYState Street SPDR S&P Dividend ETF | $141.6K | 0.1% | 967 |
| OKLO INC | $141K | 0.1% | 3,810 |
| DELLDell Technologies Inc | $140.4K | 0.1% | 261 |
| LYGLloyds Banking Group PLC | $139.6K | 0.1% | 24,801 |
| TJXTJX Companies Inc | $138.5K | 0.1% | 1,047 |
| KOCoca-Cola Co | $137.5K | 0.1% | 1,597 |
| IQVIQVIA Holdings Inc | $129.9K | 0.1% | 483 |
| HOME FED BANCORP INC LA NEW | $128.7K | 0.1% | 5,197 |
| CORCencora Inc | $128.2K | 0.1% | 427 |
| TFCTruist Financial Corp | $127.2K | 0.1% | 2,748 |
| MPCMarathon Petroleum Corp | $126.9K | 0.1% | 321 |
| EIXEdison International | $126.7K | 0.1% | 2,359 |
| SYYSysco Corp | $124.7K | 0.1% | 1,600 |
| COFCapital One Financial Corp | $124K | 0.1% | 642 |
| AMTAmerican Tower Corp | $123.4K | 0.1% | 754 |
| ABNBAirbnb Inc | $122.7K | 0.1% | 764 |
| PNWPinnacle West Capital Corp | $120.8K | 0.1% | 1,298 |
| NRGNRG Energy Inc | $119.6K | 0.1% | 1,250 |
| HIIHuntington Ingalls Industries Inc | $118K | 0.1% | 442 |
| CCJCameco Corp | $117.3K | 0.1% | 1,353 |
| XLIState Street Industrial Select Sector SPDR ETF | $116.9K | 0.1% | 700 |
| FISFidelity National Information Services Inc | $116.8K | 0.1% | 3,549 |
| EOGEOG Resources Inc | $115.9K | 0.1% | 841 |
| STANDARD LITHIUM CORP | $112.8K | 0.1% | 61,660 |
| CLXClorox Co | $112.7K | 0.1% | 1,391 |
| SEAGATE TECHNOLOGY HLDNGS PL | $111.6K | 0.1% | 121 |
| VIGVanguard Div Appreciation ETF | $111.3K | 0.1% | 477 |
| SLViShares Silver Trust | $109.5K | 0.0% | 2,009 |
| ANETArista Networks Inc | $109.1K | 0.0% | 536 |
| BKRBaker Hughes Co | $108.7K | 0.0% | 1,980 |
| ORealty Income Corp | $107.6K | 0.0% | 1,982 |
| ASML HLDG NV | $106.9K | 0.0% | 59 |
| BABoeing Co | $106.8K | 0.0% | 574 |
| SBUXStarbucks Corp | $106.3K | 0.0% | 1,131 |
| FPIFarmland Partners Inc | $106.1K | 0.0% | 9,350 |
| VLOValero Energy Corp | $105.8K | 0.0% | 273 |
| METMetLife Inc | $104.6K | 0.0% | 1,111 |
| EXEExpand Energy Corp | $103K | 0.0% | 1,225 |
| DDominion Energy Inc | $100.8K | 0.0% | 1,666 |
| ROKRockwell Automation Inc | $100.1K | 0.0% | 230 |
| PWRQuanta Services Inc | $97K | 0.0% | 151 |
| NVENT ELEC PLC | $96.2K | 0.0% | 600 |
| KEYSKeysight Technologies Inc | $95.7K | 0.0% | 263 |
| EBAYeBay Inc | $95.3K | 0.0% | 899 |
| MSMorgan Stanley | $94K | 0.0% | 500 |
| MUNIPIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $93.2K | 0.0% | 1,875 |
| CTVACorteva Inc | $92.1K | 0.0% | 1,186 |
| NUSHARES ETF TR | $91.5K | 0.0% | 3,907 |
| WECWEC Energy Group Inc | $87.9K | 0.0% | 872 |
| FIDELITY COVINGTON TRUST | $87.4K | 0.0% | 2,017 |
| TALEN ENERGY CORP | $86K | 0.0% | 275 |
| LRCXLam Research Corp | $85.7K | 0.0% | 261 |
| IONQIONQ Inc | $85.5K | 0.0% | 1,949 |
| STRATEGY SHS | $85K | 0.0% | 2,967 |
| OALCOneAscent Large Cap Core ETF | $84.6K | 0.0% | 2,058 |
| LNGCheniere Energy Inc | $83.7K | 0.0% | 311 |
| OTISOtis Worldwide Corp | $81.6K | 0.0% | 1,268 |
| DPZDomino's Pizza Inc | $81.5K | 0.0% | 272 |
| MBBiShares MBS ETF | $81.1K | 0.0% | 905 |
| FCXFreeport-McMoRan Inc | $80.4K | 0.0% | 1,148 |
| BSXBoston Scientific Corp | $80.1K | 0.0% | 1,835 |
| PAASPan American Silver Corp | $78.7K | 0.0% | 1,730 |
| BMYBristol-Myers Squibb Co | $78.5K | 0.0% | 1,258 |
| CCitigroup Inc | $77.8K | 0.0% | 601 |
| VYMVanguard High Dividend Yield ETF | $77.8K | 0.0% | 501 |
| ALBAlbemarle Corp | $77.2K | 0.0% | 730 |
| BWXTBWX Technologies Inc | $75.5K | 0.0% | 551 |
| GISGeneral Mills Inc | $75.5K | 0.0% | 2,347 |
| INTCIntel Corp | $75.3K | 0.0% | 626 |
| PGRProgressive Corp | $75K | 0.0% | 362 |
| ABTAbbott Laboratories | $74.9K | 0.0% | 758 |
| CHUBB LIMITED | $74.8K | 0.0% | 230 |
| FORMFACTOR INC | $74.7K | 0.0% | 500 |
| GEVGE Vernova Inc | $74.1K | 0.0% | 78 |
| MLMMartin Marietta Materials Inc | $73.4K | 0.0% | 153 |
| AGNCAGNC Investment Corp | $72.6K | 0.0% | 8,000 |
| DIMENSIONAL ETF TRUST | $72.4K | 0.0% | 935 |
| VOTVanguard Mid-Cap Growth ETF | $71.6K | 0.0% | 245 |
| ESEversource Energy | $71K | 0.0% | 1,106 |
| VBVanguard Small-Cap ETF | $70K | 0.0% | 246 |
| MRKMerck & Co Inc | $69.6K | 0.0% | 479 |
| AMLPAlerian MLP ETF | $67.7K | 0.0% | 1,305 |
| QQQInvesco QQQ Trust, Series 1 | $67.3K | 0.0% | 91 |
| CVSCVS Health Corp | $67.2K | 0.0% | 784 |
| LINDE PLC | $66.5K | 0.0% | 140 |
| SPCXSpace Exploration Technologies Corp | $66.4K | 0.0% | 440 |
| SHELShell PLC | $66.1K | 0.0% | 695 |
| EQIXEquinix Inc | $63.7K | 0.0% | 63 |
| MGAMagna International Inc | $63.7K | 0.0% | 1,000 |
| HALHalliburton Co | $63.1K | 0.0% | 1,985 |
| SYKStryker Corp | $62.8K | 0.0% | 228 |
| IRTCiRhythm Holdings, Inc | $62.5K | 0.0% | 550 |
| DDOGDatadog Inc (Pre-Reincorporation) | $62.2K | 0.0% | 227 |
| HUMHumana Inc | $61.8K | 0.0% | 162 |
| ECLEcolab Inc | $61.8K | 0.0% | 225 |
| PIMCO ETF TR | $61.2K | 0.0% | 1,436 |
| IPInternational Paper Co | $61K | 0.0% | 1,840 |
| ADBEAdobe Inc | $60.5K | 0.0% | 252 |
| NGLNGL Energy Partners LP | $60.3K | 0.0% | 4,088 |
| NUSHARES ETF TR | $60.1K | 0.0% | 2,607 |
| VTVVanguard Value ETF | $59.2K | 0.0% | 274 |
| LMTLockheed Martin Corp | $58.6K | 0.0% | 115 |
| VEEVVeeva Systems Inc | $58.5K | 0.0% | 205 |
| MYR GROUP INC | $58.5K | 0.0% | 200 |
| COLLEGIUM PHARMACEUTICAL INC | $58.4K | 0.0% | 2,675 |
| NOWServiceNow Inc | $57.8K | 0.0% | 431 |
| VRTXVertex Pharmaceuticals Inc | $57K | 0.0% | 109 |
| FANGDiamondback Energy Inc | $57K | 0.0% | 310 |
| MTSIMACOM Technology Solutions Holdings Inc | $57K | 0.0% | 200 |
| STRATEGY SHS | $56.8K | 0.0% | 2,000 |
| OXYOccidental Petroleum Corp | $55.9K | 0.0% | 1,010 |
| PAGPPlains GP Holdings LP | $55.8K | 0.0% | 2,154 |
| PSXPhillips 66 | $55.7K | 0.0% | 218 |
| STRATEGY SHS | $55.5K | 0.0% | 2,000 |
| CEGConstellation Energy Corp | $55.1K | 0.0% | 217 |
| VSTVistra Corp | $53.7K | 0.0% | 388 |
| FGBIFirst Guaranty Bancshares Inc | $53.6K | 0.0% | 6,628 |
| FEDEX FGHT HLDG CO INC | $53.3K | 0.0% | 487 |
| IOTSamsara Inc | $51.5K | 0.0% | 1,350 |
| TAT&T Inc | $51.1K | 0.0% | 2,096 |
| BHPBHP Group Ltd | $50K | 0.0% | 589 |
| THCTenet Healthcare Corp | $48.8K | 0.0% | 191 |
| EXCExelon Corp | $48.6K | 0.0% | 1,204 |
| INSPInspire Medical Systems Inc | $48.2K | 0.0% | 695 |
| PMPhilip Morris International Inc | $46.9K | 0.0% | 246 |
| KHCKraft Heinz Co | $46.6K | 0.0% | 2,050 |
| TMUST-Mobile US Inc | $45.8K | 0.0% | 281 |
| RGENRepligen Corp | $45.8K | 0.0% | 238 |
| EWEdwards Lifesciences Corp | $45.5K | 0.0% | 527 |
| PANWPalo Alto Networks Inc | $45.3K | 0.0% | 114 |
| ORLYO'Reilly Automotive Inc | $44.3K | 0.0% | 519 |
| TOSTToast Inc | $42K | 0.0% | 1,450 |
| ADSKAutodesk Inc | $41.2K | 0.0% | 197 |
| EZUiShares MSCI Eurozone ETF | $39.7K | 0.0% | 589 |
| GDXVanEck Gold Miners ETF | $39.5K | 0.0% | 450 |
| WMWaste Management Inc | $39.2K | 0.0% | 192 |
| UBERUber Technologies Inc | $38.8K | 0.0% | 567 |
| AJGArthur J. Gallagher & Co. | $38.3K | 0.0% | 168 |
| WYWeyerhaeuser Co | $38.1K | 0.0% | 2,000 |
| STRATEGY SHS | $37.9K | 0.0% | 1,324 |
| KMIKinder Morgan Inc | $37.7K | 0.0% | 1,252 |
| IBMInternational Business Machines Corp | $37.6K | 0.0% | 171 |
| ADMArcher-Daniels-Midland Co | $37.4K | 0.0% | 471 |
| CSXCSX Corp | $37.2K | 0.0% | 800 |
| LEALear Corp | $37.2K | 0.0% | 315 |
| CNPCenterPoint Energy Inc | $36.3K | 0.0% | 987 |
| MSIMotorola Solutions Inc | $36.1K | 0.0% | 81 |
| ELCVStrategy Shares Eventide High Dividend ETF | $35.6K | 0.0% | 1,175 |
| MMM3M Co | $35.5K | 0.0% | 216 |
| IVViShares Core S&P 500 ETF | $35.2K | 0.0% | 46 |
| NEMNewmont Corporation | $34.9K | 0.0% | 303 |
| VIKING THERAPEUTICS INC | $34.9K | 0.0% | 1,072 |
| GILDGilead Sciences, Inc | $34.7K | 0.0% | 233 |
| LRNZELEVATION SERIES TRUST | $34.6K | 0.0% | 500 |
| EWJiShares MSCI Japan Index Fund | $34.6K | 0.0% | 355 |
| ATRCAtriCure Inc | $34.3K | 0.0% | 610 |
| IRMIron Mountain Inc | $33.8K | 0.0% | 305 |
| SMRNuscale Power Corp | $33.6K | 0.0% | 4,250 |
| OGEOGE Energy Corp | $33.3K | 0.0% | 733 |
| VGVenture Global Inc | $32.7K | 0.0% | 2,589 |
| APOApollo Global Management Inc | $32.5K | 0.0% | 280 |
| IEFAiShares Core MSCI EAFE ETF | $32.2K | 0.0% | 332 |
| ABRDN GLOBAL INFRA INCOME FU | $32.1K | 0.0% | 1,661 |
| NUVEEN MUN CR INCOME FD | $31.7K | 0.0% | 2,930 |
| DXCMDexcom Inc | $31.7K | 0.0% | 367 |
| SPGIS&P Global Inc | $31.6K | 0.0% | 80 |
| AMAntero Midstream Corp | $31.1K | 0.0% | 1,545 |
| BPBP PLC | $30.8K | 0.0% | 700 |
| ELFelf Beauty Inc | $30.3K | 0.0% | 300 |
| COLLECTIVE MINING LTD | $29.8K | 0.0% | 2,432 |
| SRPTSarepta Therapeutics Inc | $29.6K | 0.0% | 1,625 |
| TGTTarget Corp | $29K | 0.0% | 185 |
| MOAltria Group Inc | $28.4K | 0.0% | 422 |
| KMBKimberly-Clark Corp | $28.1K | 0.0% | 288 |
| CAHCardinal Health Inc | $28K | 0.0% | 126 |
| VBKVanguard Small-Cap Growth ETF | $27.7K | 0.0% | 82 |
| GELGenesis Energy LP | $27.5K | 0.0% | 2,000 |
| DGXQuest Diagnostics Inc | $27.5K | 0.0% | 118 |
| TMToyota Motor Corp | $27.5K | 0.0% | 150 |
| NOCNorthrop Grumman Corp | $27.1K | 0.0% | 56 |
| USHYiShares Broad USD High Yield Corporate Bond ETF | $26.8K | 0.0% | 751 |
| VRTVertiv Holdings Co | $26.5K | 0.0% | 110 |
| SPDR SERIES TRUST | $26.5K | 0.0% | 50 |
| MASMasco Corp | $26.3K | 0.0% | 390 |
| MURMurphy Oil Corporation Common Stock | $25.5K | 0.0% | 688 |
| HCAHCA Healthcare Inc | $25.2K | 0.0% | 59 |
| PTONPeloton Interactive Inc | $25K | 0.0% | 5,000 |
| ARKKARK Innovation ETF | $24.9K | 0.0% | 280 |
| DBX ETF TR | $24.7K | 0.0% | 541 |
| CHECK POINT SOFTWARE TECH LT | $24.6K | 0.0% | 192 |
| ROYAL CARIBBEAN GROUP | $24.5K | 0.0% | 92 |
| GSGoldman Sachs Group Inc | $24.3K | 0.0% | 27 |
| MARTIN MIDSTREAM PRTNRS L P | $23.8K | 0.0% | 10,717 |
| REGNRegeneron Pharmaceuticals Inc | $23.5K | 0.0% | 31 |
| AIQGlobal X Artificial Intelligence & Technology ETF | $23.3K | 0.0% | 358 |
| COMSTOCK RES INC | $22.8K | 0.0% | 1,850 |
| KRKroger Co | $22K | 0.0% | 375 |
| WELLWelltower Inc | $21.4K | 0.0% | 93 |
| UNHUnitedHealth Group Inc | $21.3K | 0.0% | 58 |
| APHAmphenol Corp | $21.2K | 0.0% | 252 |
| PHParker-Hannifin Corp | $21K | 0.0% | 22 |
| J P MORGAN EXCHANGE TRADED F | $20.8K | 0.0% | 426 |
| HONHoneywell International Inc | $20.7K | 0.0% | 98 |
| SEICSEI Investments Co | $20.5K | 0.0% | 200 |
| COHRCoherent Corp | $20.4K | 0.0% | 71 |
| VONGVanguard Russell 1000 Growth ETF | $20K | 0.0% | 155 |
| SPYState Street SPDR S&P 500 ETF Trust | $19.8K | 0.0% | 26 |
| PNCPNC Financial Services Group Inc | $18.9K | 0.0% | 85 |
| PRUPrudential Financial Inc | $18.5K | 0.0% | 163 |
| CGDVCapital Group Dividend Value ETF | $18.4K | 0.0% | 377 |
| UTHRUnited Therapeutics Corp | $17.9K | 0.0% | 33 |
| SHAKShake Shack Inc | $17.6K | 0.0% | 300 |
| EDConsolidated Edison Inc | $17.4K | 0.0% | 170 |
| ROYALTY PHARMA PLC | $17.1K | 0.0% | 293 |
| HWMHowmet Aerospace Inc | $17K | 0.0% | 75 |
| GMGeneral Motors Co | $16.9K | 0.0% | 220 |
| IUSViShares Core S&P U.S. Value ETF | $16.9K | 0.0% | 153 |
| VOOVanguard S&P 500 ETF | $16.8K | 0.0% | 24 |
| RGTIRigetti Computing, Inc. - Common stock | $16.8K | 0.0% | 1,067 |
| FOXFox Corp | $16.8K | 0.0% | 298 |
| SNASnap-On Inc | $16.4K | 0.0% | 45 |
| PFFDGlobal X U.S. Preferred ETF | $16.3K | 0.0% | 924 |
| T ROWE PRICE EXCHANGE-TRADED | $16.1K | 0.0% | 319 |
| AGNICO EAGLE MINES LTD | $15.9K | 0.0% | 87 |
| VOXVanguard Communication Services ETF | $15.8K | 0.0% | 83 |
| VTRSViatris Inc | $15.7K | 0.0% | 884 |
| IVWiShares S&P 500 Growth ETF | $15.6K | 0.0% | 110 |
| OSCAR HEALTH INC | $15.4K | 0.0% | 500 |
| ONON Semiconductor Corp | $15.4K | 0.0% | 200 |
| NDAQNasdaq Inc | $14.9K | 0.0% | 162 |
| CGGRCapital Group Growth ETF | $14.7K | 0.0% | 310 |
| WTRGEssential Utilities Inc | $14.6K | 0.0% | 373 |
| MNSTMonster Beverage Corp | $14.6K | 0.0% | 350 |
| ENERFLEX LTD | $14.3K | 0.0% | 628 |
| ASTRAZENECA PLC | $14.2K | 0.0% | 88 |
| AZOAutozone Inc | $14.2K | 0.0% | 5 |
| ADAMS DIVERSIFIED EQUITY FD | $13.8K | 0.0% | 539 |
| MAINMain Street Capital Corp | $13.8K | 0.0% | 250 |
| AXPAmerican Express Co | $13.7K | 0.0% | 45 |
| VANECK MERK GOLD ETF | $13.6K | 0.0% | 340 |
| AWKAmerican Water Works Co Inc | $13.3K | 0.0% | 103 |
| MLPAGlobal X MLP ETF | $13.2K | 0.0% | 248 |
| GEGeneral Electric Co | $13.1K | 0.0% | 42 |
| AFLAflac Inc | $13.1K | 0.0% | 117 |
| ATOAtmos Energy Corp | $13K | 0.0% | 83 |
| PODDInsulet Corp | $12.9K | 0.0% | 99 |
| PYPLPayPal Holdings Inc | $12.9K | 0.0% | 245 |
| ANGLOGOLD ASHANTI PLC | $12.3K | 0.0% | 131 |
| FITBFifth Third Bancorp | $12.2K | 0.0% | 241 |
| DTEDTE Energy Co | $12.2K | 0.0% | 100 |
| WCNWaste Connections, Inc | $12.2K | 0.0% | 79 |
| LUMNLumen Technologies Inc | $11.9K | 0.0% | 2,132 |
| DINOHF Sinclair Corp | $11.9K | 0.0% | 111 |
| CGUSCapital Group Core Equity ETF | $11.7K | 0.0% | 264 |
| DVNDevon Energy Corp | $11.5K | 0.0% | 250 |
| STRLSterling Infrastructure Inc | $11.3K | 0.0% | 23 |
| SEI EXCHANGE TRADED FUNDS | $11.3K | 0.0% | 429 |
| JOBY AVIATION INC | $11.3K | 0.0% | 1,863 |
| CSQCalamos Strategic Total Return Fund | $11.2K | 0.0% | 549 |
| FFIVF5 Inc | $11.1K | 0.0% | 25 |
| PGIM GLOBAL HIGH YIELD FD FO | $11K | 0.0% | 1,000 |
| OVVOvintiv Inc | $11K | 0.0% | 190 |
| EATON VANCE ENHANCED EQUITY | $11K | 0.0% | 515 |
| INCYIncyte Corp | $10.9K | 0.0% | 90 |
| RENAISSANCERE HLDGS LTD | $10.8K | 0.0% | 34 |
| CHDChurch & Dwight Co Inc | $10.6K | 0.0% | 113 |
| DRIDarden Restaurants Inc | $10.6K | 0.0% | 55 |
| SOFISoFi Technologies Inc | $10.6K | 0.0% | 676 |
| CICigna Group | $10.6K | 0.0% | 39 |
| EWCiShares MSCI Canada Index Fund | $10.5K | 0.0% | 180 |
| CTSHCognizant Technology Solutions Corp | $10.5K | 0.0% | 182 |
| JAZZ PHARMACEUTICALS PLC | $10.4K | 0.0% | 45 |
| XYLDGlobal X S&P 500 Covered Call ETF | $10.4K | 0.0% | 250 |
| SMCISuper Micro Computer Inc | $10.3K | 0.0% | 250 |
| APPApplovin Corp | $10.2K | 0.0% | 35 |
| APAAPA Corp (US) | $10K | 0.0% | 240 |
| HLTHilton Worldwide Holdings Inc | $9.9K | 0.0% | 31 |
| RBLXRoblox Corp | $9.7K | 0.0% | 230 |
| TSNTyson Foods Inc | $9.6K | 0.0% | 190 |
| ZIM INTEGRATED SHIPPING SERV | $9.6K | 0.0% | 326 |
| EXELExelixis Inc | $9.5K | 0.0% | 163 |
| JBLJabil Inc | $9.5K | 0.0% | 33 |
| FRANKLIN TEMPLETON ETF TR | $9.4K | 0.0% | 410 |
| SJMJ.M. Smucker Co | $9.4K | 0.0% | 79 |
| NBIXNeurocrine Biosciences Inc | $9.2K | 0.0% | 65 |
| GPKGraphic Packaging Holding Co | $9.2K | 0.0% | 1,018 |
| WFCWells Fargo & Co | $9.2K | 0.0% | 115 |
| FOXAFox Corp | $9.1K | 0.0% | 146 |
| ALTIMMUNE INC | $9.1K | 0.0% | 3,195 |
| CHWYChewy Inc | $9.1K | 0.0% | 500 |
| SPROTT ETF TRUST | $9K | 0.0% | 122 |
| NUVEEN QUALITY MUNCP INCOME | $9K | 0.0% | 888 |
| HIMSHims & Hers Health Inc | $8.9K | 0.0% | 300 |
| ZBHZimmer Biomet Holdings, Inc | $8.9K | 0.0% | 100 |
| CARNIVAL CORP LTD | $8.9K | 0.0% | 361 |
| NINiSource Inc | $8.9K | 0.0% | 227 |
| PLUGPlug Power Inc | $8.7K | 0.0% | 4,500 |
| SNDKSandisk Corp | $8.7K | 0.0% | 5 |
| ARMArm Holdings PLC | $8.7K | 0.0% | 30 |
| ALNYAlnylam Pharmaceuticals Inc | $8.6K | 0.0% | 35 |
| VOYGVoyager Technologies Inc | $8.6K | 0.0% | 284 |
| CTASCintas Corp | $8.6K | 0.0% | 44 |
| SPROTT ASSET MANAGEMENT LP | $8.6K | 0.0% | 442 |
| IEMGiShares Core MSCI Emerging Markets ETF | $8.5K | 0.0% | 105 |
| ITWIllinois Tool Works Inc | $8.5K | 0.0% | 33 |
| FNBFNB Corp | $8.3K | 0.0% | 484 |
| CEFSprott Physical Gold and Silver Trust | $8.3K | 0.0% | 200 |
| INODInnodata Inc | $8.2K | 0.0% | 125 |
| WDCWestern Digital Corp | $8.2K | 0.0% | 18 |
| ARKGARK ETF TR | $8.1K | 0.0% | 150 |
| SHOPShopify Inc | $8K | 0.0% | 54 |
| EMBiShares J.P. Morgan USD Emerging Markets Bond ETF | $8K | 0.0% | 88 |
| CINFCincinnati Financial Corp | $8K | 0.0% | 50 |
| AST SPACEMOBILE INC | $7.9K | 0.0% | 134 |
| AMGAffiliated Managers Group, Inc. | $7.7K | 0.0% | 21 |
| UGIUGI Corp | $7.7K | 0.0% | 215 |
| CHRDChord Energy Corp | $7.6K | 0.0% | 57 |
| CMSCMS Energy Corp | $7.6K | 0.0% | 121 |
| XARSPDR S&P Aerospace & Defense ETF | $7.6K | 0.0% | 33 |
| SLBSLB NV | $7.6K | 0.0% | 156 |
| PLDPrologis Inc | $7.5K | 0.0% | 58 |
| QYLDGlobal X NASDAQ 100 Covered Call ETF | $7.4K | 0.0% | 400 |
| PENNYMAC MTG INVT TR | $7.3K | 0.0% | 930 |
| BAIiShares A.I. Innovation and Tech Active ETF | $7.3K | 0.0% | 154 |
| ARWArrow Electronics Inc | $7.3K | 0.0% | 32 |
| LNTAlliant Energy Corp | $7.2K | 0.0% | 113 |
| ELEstee Lauder Companies Inc | $7.1K | 0.0% | 77 |
| SPROTT ETF TRUST | $7K | 0.0% | 79 |
| FEFirstEnergy Corp | $6.7K | 0.0% | 154 |
| EVRGEvergy Inc | $6.7K | 0.0% | 85 |
| RAYONIER INC | $6.7K | 0.0% | 363 |
| MTUMiShares MSCI USA Momentum Factor ETF | $6.7K | 0.0% | 21 |
| COKECoca-Cola Consolidated Inc | $6.6K | 0.0% | 35 |
| UNMUnum Group | $6.6K | 0.0% | 75 |
| NHINational Health Investors Inc | $6.6K | 0.0% | 100 |
| INVENTRUST PPTYS CORP | $6.4K | 0.0% | 212 |
| BUSEFirst Busey Corp | $6.3K | 0.0% | 217 |
| IGEiShares North American Natural Resources ETF | $6.2K | 0.0% | 101 |
| HONAHoneywell Aerospace Inc | $6.2K | 0.0% | 40 |
| RYLDGlobal X Russell 2000 Covered Call ETF | $6.2K | 0.0% | 400 |
| MILLICOM INTL CELLULAR S A | $6.2K | 0.0% | 71 |
| REMITLY GLOBAL INC | $6.1K | 0.0% | 288 |
| BUNGE GLOBAL SA | $6.1K | 0.0% | 57 |
| VBRVanguard Small-Cap Value ETF | $6K | 0.0% | 26 |
| ADPAutomatic Data Processing Inc | $5.9K | 0.0% | 23 |
| DOVDover Corp | $5.8K | 0.0% | 31 |
| FRANKLIN XRP TRUST | $5.8K | 0.0% | 356 |
| UHSUniversal Health Services Inc | $5.8K | 0.0% | 33 |
| WMBWilliams Companies Inc | $5.7K | 0.0% | 84 |
| SBCFSeacoast Banking Corporation of Florida | $5.7K | 0.0% | 179 |
| PROSHARES TR | $5.7K | 0.0% | 85 |
| ALSNAllison Transmission Holdings, Inc. Common Stock | $5.7K | 0.0% | 50 |
| CDNSCadence Design Systems Inc | $5.6K | 0.0% | 17 |
| ZTSZoetis Inc | $5.6K | 0.0% | 80 |
| OSKOshkosh Corp | $5.5K | 0.0% | 43 |
| DHRDanaher Corp | $5.5K | 0.0% | 25 |
| QQnity Electronics Inc | $5.5K | 0.0% | 44 |
Quarter ending 2026-09-30.
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