Center for Financial Planning, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Center for Financial Planning, Inc. held in its portfolio 500 assets valued at $961,115,556 (i.e. $961.12M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($339.50M), ISHARES TR ($102.97M), and ISHARES TR ($98.48M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Center for Financial Planning, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 541356 | 339500703 | S&P 500 ETF SHS |
| ISHARES TR | 1030946 | 102970874 | CORE US AGGBD ET |
| ISHARES TR | 1100810 | 98478479 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 255199 | 65828506 | SMALL CP ETF |
| VANGUARD INDEX FDS | 165038 | 47897324 | MID CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 574323 | 30875590 | FTSE EMR MKT ETF |
| ISHARES TR | 91876 | 18248435 | MSCI USA QLT FCT |
| BERKSHIRE HATHAWAY INC DEL | 19 | 14341200 | CL A |
| VANGUARD INDEX FDS | 57300 | 12135531 | SM CP VAL ETF |
| MICROSOFT CORP | 23886 | 11551644 | COM |
| VANGUARD STAR FDS | 133417 | 10064952 | VG TL INTL STK F |
| APPLE INC | 32000 | 8699422 | COM |
| BERKSHIRE HATHAWAY INC DEL | 15302 | 7691551 | CL B NEW |
| ALPHABET INC | 19542 | 6132280 | CAP STK CL C |
| AMAZON COM INC | 24790 | 5722028 | COM |
| JPMORGAN CHASE & CO. | 17344 | 5588574 | COM |
| VANGUARD INDEX FDS | 8899 | 4341467 | GROWTH ETF |
| VANGUARD INTL EQUITY INDEX F | 28440 | 4076368 | FTSE SMCAP ETF |
| ABBVIE INC | 17433 | 3983162 | COM |
| JOHNSON & JOHNSON | 16009 | 3313059 | COM |
| FIRST TR EXCHANGE-TRADED FD | 65971 | 3297870 | FST LOW OPPT EFT |
| ISHARES TR | 49937 | 3295842 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 10858 | 3280248 | SML CP GRW ETF |
| FIRST TR EXCHNG TRADED FD VI | 99204 | 3267120 | FT VEST LADDERED |
| BROADCOM INC | 9431 | 3264070 | COM |
| RAYMOND JAMES FINL INC | 19281 | 3096323 | COM |
| VANGUARD WORLD FD | 4069 | 3067131 | INF TECH ETF |
| SPDR S&P 500 ETF TR | 4463 | 3043281 | TR UNIT |
| FIRST TR EXCHANGE-TRADED FD | 154976 | 2973990 | LIMITED DURATION |
| NEXTERA ENERGY INC | 35549 | 2853874 | COM |
| PROCTER AND GAMBLE CO | 19485 | 2792367 | COM |
| MCKESSON CORP | 3277 | 2688091 | COM |
| VANGUARD INDEX FDS | 7965 | 2670426 | TOTAL STK MKT |
| AMERICAN EXPRESS CO | 6614 | 2446850 | COM |
| THERMO FISHER SCIENTIFIC INC | 3967 | 2298679 | COM |
| ABBOTT LABS | 17660 | 2212563 | COM |
| VANGUARD INDEX FDS | 11487 | 2193903 | VALUE ETF |
| ISHARES TR | 45295 | 2167370 | ESG AWR US AGRGT |
| SALESFORCE INC | 7766 | 2057402 | COM |
| MOTOROLA SOLUTIONS INC | 4997 | 1915451 | COM NEW |
| PEPSICO INC | 13329 | 1912935 | COM |
| EXXON MOBIL CORP | 15681 | 1887078 | COM |
| CHEVRON CORP NEW | 12362 | 1884141 | COM |
| VANGUARD INDEX FDS | 5774 | 1817589 | LARGE CAP ETF |
| ALPHABET INC | 5661 | 1771798 | CAP STK CL A |
| STRYKER CORPORATION | 4943 | 1737317 | COM |
| HOME DEPOT INC | 4960 | 1706645 | COM |
| COLGATE PALMOLIVE CO | 21512 | 1699879 | COM |
| NVIDIA CORPORATION | 8814 | 1643811 | COM |
| MCDONALDS CORP | 5377 | 1643229 | COM |
| ISHARES TR | 13540 | 1627238 | CORE S&P SCP ETF |
| COCA COLA CO | 23267 | 1626570 | COM |
| ISHARES TR | 2120 | 1452073 | CORE S&P500 ETF |
| WALMART INC | 12839 | 1430372 | COM |
| EATON CORP PLC | 4350 | 1385657 | SHS |
| TESLA INC | 2950 | 1326674 | COM |
| MERCK & CO INC | 12110 | 1274699 | COM |
| VANGUARD MUN BD FDS | 24299 | 1221997 | TAX EXEMPT BD |
| 3M CO | 7410 | 1186341 | COM |
| INVESCO QQQ TR | 1863 | 1144460 | UNIT SER 1 |
| VANGUARD SPECIALIZED FUNDS | 5043 | 1108320 | DIV APP ETF |
| UNION PAC CORP | 4705 | 1088398 | COM |
| ILLINOIS TOOL WKS INC | 4233 | 1042588 | COM |
| ISHARES TR | 20845 | 1016194 | CORE 1 5 YR USD |
| VANGUARD TAX-MANAGED FDS | 16254 | 1015410 | VAN FTSE DEV MKT |
| PHILIP MORRIS INTL INC | 6032 | 967533 | COM |
| DTE ENERGY CO | 7473 | 963904 | COM |
| INVESCO EXCHANGE TRADED FD T | 20378 | 956117 | RAFI US 1000 ETF |
| INTERNATIONAL BUSINESS MACHS | 3165 | 937635 | COM |
| DIMENSIONAL ETF TRUST | 12183 | 903614 | US EQUITY MARKET |
| EMERSON ELEC CO | 6779 | 899709 | COM |
| FIRST TR EXCHNG TRADED FD VI | 27935 | 896840 | FT VEST NAS |
| ISHARES TR | 9021 | 868431 | RUS MID CAP ETF |
| DELTA AIR LINES INC DEL | 12292 | 853065 | COM NEW |
| ISHARES TR | 4699 | 851507 | RUS 2000 VAL ETF |
| ELI LILLY & CO | 786 | 844699 | COM |
| META PLATFORMS INC | 1258 | 830450 | CL A |
| MARATHON PETE CORP | 5021 | 816641 | COM |
| AMERICAN TOWER CORP NEW | 4571 | 802531 | COM |
| ISHARES TR | 3238 | 797067 | RUSSELL 2000 ETF |
| OMNICOM GROUP INC | 9818 | 792804 | COM |
| CISCO SYS INC | 10086 | 776925 | COM |
| ADVANCED MICRO DEVICES INC | 3513 | 752345 | COM |
| TRANE TECHNOLOGIES PLC | 1871 | 728111 | SHS |
| FORD MTR CO | 55195 | 724152 | COM |
| PROGRESSIVE CORP | 3171 | 722101 | COM |
| DANAHER CORPORATION | 3057 | 699809 | COM |
| ISHARES TR | 6102 | 693920 | SP SMCP600VL ETF |
| VANGUARD WORLD FD | 5494 | 691805 | ENERGY ETF |
| CHUBB LIMITED | 2210 | 689813 | COM |
| ANALOG DEVICES INC | 2405 | 652236 | COM |
| VISA INC | 1835 | 643702 | COM CL A |
| SPDR SERIES TRUST | 6586 | 631833 | STATE STREET SPD |
| DIMENSIONAL ETF TRUST | 13216 | 615734 | US MKTWIDE VALUE |
| GE VERNOVA INC | 927 | 605860 | COM |
| DOVER CORP | 3074 | 600168 | COM |
| CME GROUP INC | 2173 | 593435 | COM |
| SCHWAB STRATEGIC TR | 19533 | 578373 | US LCAP VA ETF |
| DANA INC | 24000 | 570240 | COM |
| RTX CORPORATION | 3021 | 554052 | COM |
| US BANCORP DEL | 10353 | 552452 | COM NEW |
| GENERAL MLS INC | 11066 | 514569 | COM |
| VERIZON COMMUNICATIONS INC | 12610 | 513601 | COM |
| MORGAN STANLEY ETF TRUST | 9810 | 504663 | EATON VANCE SHOR |
| JOHNSON CTLS INTL PLC | 4213 | 504507 | SHS |
| MEDTRONIC PLC | 5106 | 490483 | SHS |
| ISHARES TR | 5103 | 490042 | MSCI EAFE ETF |
| AIR PRODS & CHEMS INC | 1934 | 477737 | COM |
| ISHARES TR | 2384 | 476038 | U.S. TECH ETF |
| VANGUARD WORLD FD | 1645 | 473514 | HEALTH CAR ETF |
| DARDEN RESTAURANTS INC | 2554 | 469988 | COM |
| CUMMINS INC | 909 | 464000 | COM |
| TJX COS INC NEW | 2996 | 460154 | COM |
| NETFLIX INC | 4850 | 454736 | COM |
| S&P GLOBAL INC | 865 | 452041 | COM |
| DISNEY WALT CO | 3915 | 445421 | COM |
| AMGEN INC | 1349 | 441689 | COM |
| ARISTA NETWORKS INC | 3250 | 425848 | COM SHS |
| ISHARES TR | 5941 | 424247 | EAFE VALUE ETF |
| REALTY INCOME CORP | 7298 | 411389 | COM |
| ALLSTATE CORP | 1943 | 404481 | COM |
| UNITEDHEALTH GROUP INC | 1174 | 387711 | COM |
| NXP SEMICONDUCTORS N V | 1784 | 387190 | COM |
| ISHARES TR | 3521 | 377135 | NATIONAL MUN ETF |
| HUNTINGTON BANCSHARES INC | 21722 | 376877 | COM |
| GE AEROSPACE | 1216 | 374565 | COM NEW |
| YUM BRANDS INC | 2457 | 371675 | COM |
| PFIZER INC | 14748 | 367235 | COM |
| ORACLE CORP | 1865 | 363508 | COM |
| ISHARES TR | 6910 | 332924 | FUTURE AI & TECH |
| MONDELEZ INTL INC | 5931 | 319252 | CL A |
| SPDR GOLD TR | 804 | 318634 | GOLD SHS |
| ALTRIA GROUP INC | 5507 | 317515 | COM |
| GALLAGHER ARTHUR J & CO | 1223 | 316501 | COM |
| IQVIA HLDGS INC | 1374 | 309714 | COM |
| FIDELITY NATL INFORMATION SV | 4615 | 306713 | COM |
| AT&T INC | 12285 | 305160 | COM |
| ROCKWELL AUTOMATION INC | 767 | 298417 | COM |
| ENTERGY CORP NEW | 3164 | 292449 | COM |
| ISHARES TR | 2651 | 291372 | TIPS BD ETF |
| VANGUARD WHITEHALL FDS | 2018 | 289624 | HIGH DIV YLD |
| COMCAST CORP NEW | 9601 | 286974 | CL A |
| DT MIDSTREAM INC | 2360 | 282388 | COMMON STOCK |
| BEST BUY INC | 4119 | 275685 | COM |
| ASML HOLDING N V | 257 | 274955 | N Y REGISTRY SHS |
| ISHARES TR | 565 | 267415 | RUS 1000 GRW ETF |
| CHIPOTLE MEXICAN GRILL INC | 7165 | 265105 | COM |
| UNITED PARCEL SERVICE INC | 2664 | 264243 | CL B |
| LOCKHEED MARTIN CORP | 541 | 261666 | COM |
| INTUITIVE SURGICAL INC | 458 | 259393 | COM NEW |
| HENRY SCHEIN INC | 3406 | 257426 | COM |
| BANK AMERICA CORP | 4637 | 255040 | COM |
| ISHARES TR | 1690 | 251287 | CORE S&P TTL STK |
| MANULIFE FINL CORP | 6922 | 251127 | COM |
| ADOBE INC | 715 | 250243 | COM |
| COSTCO WHSL CORP NEW | 290 | 250079 | COM |
| STERIS PLC | 962 | 243887 | SHS USD |
| WELLS FARGO CO NEW | 2568 | 239338 | COM |
| UBER TECHNOLOGIES INC | 2880 | 235325 | COM |
| DIAMONDBACK ENERGY INC | 1535 | 230748 | COM |
| AON PLC | 653 | 230431 | SHS CL A |
| ISHARES TR | 3524 | 229120 | CORE 60/40 BALAN |
| VANGUARD INDEX FDS | 2484 | 219810 | REAL ESTATE ETF |
| ISHARES TR | 675 | 218032 | RUS 2000 GRW ETF |
| ISHARES TR | 2286 | 214633 | U.S. REAL ES ETF |
| APPLIED MATLS INC | 834 | 214350 | COM |
| CATERPILLAR INC | 364 | 208525 | COM |
| LCNB CORP | 12664 | 207563 | COM |
| AMPHENOL CORP NEW | 1520 | 205413 | CL A |
| INVESCO EXCHANGE TRADED FD T | 4340 | 199163 | RAFI US 1500 |
| TRUMP MEDIA & TECHNOLOGY GRO | 14805 | 196019 | COM |
| PUBLIC STORAGE OPER CO | 736 | 190992 | COM |
| LULULEMON ATHLETICA INC | 912 | 189523 | COM |
| INTUIT | 283 | 187465 | COM |
| SOUTHWEST AIRLS CO | 4533 | 187349 | COM |
| BOEING CO | 834 | 181079 | COM |
| DEXCOM INC | 2705 | 179531 | COM |
| L3HARRIS TECHNOLOGIES INC | 606 | 177970 | COM |
| DUKE ENERGY CORP NEW | 1473 | 172651 | COM NEW |
| STANLEY BLACK & DECKER INC | 2308 | 171439 | COM |
| MASTERCARD INCORPORATED | 300 | 171264 | CL A |
| SPDR DOW JONES INDL AVERAGE | 356 | 171083 | UT SER 1 |
| ISHARES TR | 1369 | 168743 | S&P 500 GRWT ETF |
| CELESTICA INC | 567 | 167611 | COM |
| EDWARDS LIFESCIENCES CORP | 1904 | 162316 | COM |
| HALLIBURTON CO | 5703 | 161179 | COM |
| ISHARES TR | 559 | 154810 | RUS TP200 GR ETF |
| SERVICENOW INC | 990 | 151659 | COM |
| VANGUARD WORLD FD | 783 | 144887 | UTILITIES ETF |
| HOWMET AEROSPACE INC | 700 | 143514 | COM |
| ISHARES TR | 1490 | 143279 | 7-10 YR TRSY BD |
| VANGUARD INTL EQUITY INDEX F | 1909 | 140427 | ALLWRLD EX US |
| IDEXX LABS INC | 205 | 138689 | COM |
| VANGUARD WELLINGTON FD | 900 | 138069 | US QUALITY |
| MOODYS CORP | 270 | 137930 | COM |
| SOUTHERN CO | 1539 | 134168 | COM |
| NUCOR CORP | 822 | 134077 | COM |
| VANGUARD INDEX FDS | 736 | 130545 | MCAP VL IDXVIP |
| CROWDSTRIKE HLDGS INC | 274 | 128441 | CL A |
| AMERICAN AXLE & MFG HLDGS IN | 20000 | 128200 | COM |
| AFLAC INC | 1125 | 124054 | COM |
| CADENCE DESIGN SYSTEM INC | 394 | 123157 | COM |
| ELEVANCE HEALTH INC FORMERLY | 349 | 122342 | COM |
| JABIL INC | 527 | 120167 | COM |
| CACI INTL INC | 225 | 119883 | CL A |
| SYNOPSYS INC | 254 | 119309 | COM |
| NORFOLK SOUTHN CORP | 412 | 118953 | COM |
| OGE ENERGY CORP | 2738 | 116913 | COM |
| FISERV INC | 1681 | 112913 | COM |
| GLOBAL X FDS | 1124 | 112524 | 1-3 MONTH T-BILL |
| CAPITAL GROUP DIVIDEND VALUE | 2571 | 112199 | SHS CREATION UNI |
| EVERSOURCE ENERGY | 1648 | 110960 | COM |
| BLOCK INC | 1700 | 110653 | CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 361 | 109705 | SPONSORED ADS |
| VANGUARD INTL EQUITY INDEX F | 773 | 109040 | TT WRLD ST ETF |
| NOVO-NORDISK A S | 2134 | 108578 | ADR |
| CVS HEALTH CORP | 1341 | 106422 | COM |
| COINBASE GLOBAL INC | 470 | 106286 | COM CL A |
| DIMENSIONAL ETF TRUST | 1518 | 105760 | US SMALL CAP ETF |
| REDDIT INC | 458 | 105281 | CL A |
| SCHWAB CHARLES CORP | 1040 | 103907 | COM |
| STATE STR CORP | 800 | 103208 | COM |
| YUM CHINA HLDGS INC | 2150 | 102643 | COM |
| BLOCK H & R INC | 2303 | 100365 | COM |
| PPG INDS INC | 968 | 99182 | COM |
| BLACKSTONE INC | 640 | 98650 | COM |
| PAYPAL HLDGS INC | 1668 | 97378 | COM |
| BRISTOL-MYERS SQUIBB CO | 1804 | 97308 | COM |
| ASTRAZENECA PLC | 1057 | 97171 | SPONSORED ADR |
| QUALCOMM INC | 561 | 95960 | COM |
| UNUM GROUP | 1234 | 95635 | COM |
| D-WAVE QUANTUM INC | 3645 | 95317 | COM |
| ISHARES INC | 1402 | 94224 | CORE MSCI EMKT |
| LAS VEGAS SANDS CORP | 1440 | 93730 | COM |
| RIGETTI COMPUTING INC | 4212 | 93296 | COMMON STOCK |
| COHERENT CORP | 500 | 92285 | COM |
| VANECK ETF TRUST | 1796 | 91812 | HIGH YLD MUNIETF |
| ESSEX PPTY TR INC | 350 | 91588 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 1119 | 89856 | COM |
| ISHARES TR | 588 | 87601 | ESG AWR MSCI USA |
| PPL CORP | 2498 | 87480 | COM |
| ISHARES TR | 660 | 86850 | S&P MC 400VL ETF |
| ETFS GOLD TR | 2100 | 86268 | PHYSCL GOLD SHS |
| LANDSTAR SYS INC | 600 | 86220 | COM |
| VANGUARD BD INDEX FDS | 1060 | 83539 | SHORT TRM BOND |
| WISDOMTREE TR | 982 | 83353 | US TOTAL DIVIDND |
| MSCI INC | 145 | 83191 | COM |
| CORTEVA INC | 1232 | 82548 | COM |
| ASANA INC | 6000 | 82260 | CL A |
| MFS MUN INCOME TR | 15000 | 81450 | SH BEN INT |
| ENTERPRISE PRODS PARTNERS L | 2532 | 81176 | COM |
| REPLIGEN CORP | 494 | 80947 | COM |
| J P MORGAN EXCHANGE TRADED F | 1223 | 78737 | SMALL & MID CAP |
| U S PHYSICAL THERAPY | 1001 | 78169 | COM |
| DIMENSIONAL ETF TRUST | 1300 | 77402 | US TARGETED VLU |
| ILLUMINA INC | 588 | 77123 | COM |
| CREDIT ACCEP CORP MICH | 170 | 75389 | COM |
| RESMED INC | 300 | 72261 | COM |
| KROGER CO | 1141 | 71290 | COM |
| ISHARES GOLD TR | 878 | 71268 | ISHARES NEW |
| SCHWAB STRATEGIC TR | 2598 | 71264 | US DIVIDEND EQ |
| FIRSTENERGY CORP | 1559 | 69797 | COM |
| DATADOG INC | 502 | 68267 | CL A COM |
| AMERIPRISE FINL INC | 137 | 67177 | COM |
| CARRIER GLOBAL CORPORATION | 1271 | 67160 | COM |
| ISHARES TR | 171 | 66152 | RUSSELL 3000 ETF |
| FIRST TR EXCHANGE-TRADED FD | 1418 | 65339 | SHS |
| ARCHER DANIELS MIDLAND CO | 1122 | 64504 | COM |
| NU HLDGS LTD | 3787 | 63395 | ORD SHS CL A |
| WARNER BROS DISCOVERY INC | 2189 | 63087 | COM SER A |
| DUPONT DE NEMOURS INC | 1542 | 61983 | COM |
| MARRIOTT INTL INC NEW | 199 | 61738 | CL A |
| METLIFE INC | 778 | 61416 | COM |
| TRUSTMARK CORP | 1500 | 58425 | COM |
| FEDEX CORP | 200 | 57772 | COM |
| CONOCOPHILLIPS | 616 | 57664 | COM |
| TARGET CORP | 583 | 56975 | COM |
| OTIS WORLDWIDE CORP | 635 | 55468 | COM |
| INTERCONTINENTAL EXCHANGE IN | 342 | 55380 | COM |
| INVESCO EXCHANGE TRADED FD T | 285 | 54595 | S&P500 EQL WGT |
| PALO ALTO NETWORKS INC | 294 | 54155 | COM |
| APOLLO GLOBAL MGMT INC | 372 | 53851 | COM |
| VANGUARD WORLD FD | 136 | 53574 | CONSUM DIS ETF |
| EASTGROUP PPTYS INC | 300 | 53442 | COM |
| SOLVENTUM CORP | 669 | 53012 | COM SHS |
| AUTOMATIC DATA PROCESSING IN | 205 | 52733 | COM |
| ISHARES TR | 549 | 52205 | ESG AW MSCI EAFE |
| DEVON ENERGY CORP NEW | 1416 | 51869 | COM |
| CONSTELLATION ENERGY CORP | 145 | 51225 | COM |
| ISHARES TR | 404 | 51175 | GLOBAL 100 ETF |
| T-MOBILE US INC | 249 | 50557 | COM |
| BLOOM ENERGY CORP | 579 | 50310 | COM CL A |
| SBA COMMUNICATIONS CORP NEW | 257 | 49712 | CL A |
| AMERICAN FINL GROUP INC OHIO | 363 | 49615 | COM |
| GLOBE LIFE INC | 354 | 49511 | COM |
| VANGUARD WORLD FD | 195 | 48979 | MEGA CAP INDEX |
| UNITED RENTALS INC | 60 | 48560 | COM |
| ISHARES SILVER TR | 750 | 48315 | ISHARES |
| AECOM | 500 | 47665 | COM |
| THE CIGNA GROUP | 172 | 47340 | COM |
| VANGUARD BD INDEX FDS | 631 | 46739 | TOTAL BND MRKT |
| GENTEX CORP | 2000 | 46540 | COM |
| INTEL CORP | 1249 | 46076 | COM |
| J P MORGAN EXCHANGE TRADED F | 981 | 45823 | REALTY INCOME ET |
| HONEYWELL INTL INC | 234 | 45652 | COM |
| TAPESTRY INC | 356 | 45487 | COM |
| CONSOLIDATED EDISON INC | 456 | 45290 | COM |
| INVESCO EXCHANGE TRADED FD T | 597 | 44805 | S&P500 QUALITY |
| COMMUNITY FINANCIAL SYSTEM I | 780 | 44804 | COM |
| FB FINL CORP | 800 | 44640 | COM |
| DELL TECHNOLOGIES INC | 345 | 43429 | CL C |
| DOMINION ENERGY INC | 721 | 42244 | COM |
| LOEWS CORP | 400 | 42124 | COM |
| BP PLC | 1210 | 42024 | SPONSORED ADR |
| INVITATION HOMES INC | 1500 | 41685 | COM |
| PARKER-HANNIFIN CORP | 46 | 40433 | COM |
| PROCEPT BIOROBOTICS CORP | 1278 | 40206 | COM |
| ISHARES TR | 310 | 39969 | U.S. FINLS ETF |
| SELECT SECTOR SPDR TR | 725 | 39709 | STATE STREET FIN |
| VENTURE GLOBAL INC | 5792 | 39502 | COM CL A |
| WD 40 CO | 200 | 39380 | COM |
| OKTA INC | 450 | 38912 | CL A |
| AMERICAN AIRLS GROUP INC | 2530 | 38785 | COM |
| DOW INC | 1636 | 38250 | COM |
| PREFORMED LINE PRODS CO | 185 | 38242 | COM |
| APPLIED DIGITAL CORP | 1537 | 37688 | COM NEW |
| BOX INC | 1250 | 37388 | CL A |
| ISHARES TR | 176 | 37020 | RUS 1000 VAL ETF |
| ISHARES TR | 672 | 36771 | MSCI EMG MKT ETF |
| HARTFORD INSURANCE GROUP INC | 266 | 36655 | COM |
| MFS INVT GRADE MUN TR | 4589 | 36483 | SH BEN INT |
| XYLEM INC | 266 | 36224 | COM |
| FIRST TR EXCHANGE-TRADED FD | 175 | 36141 | NY ARCA BIOTECH |
| EATON VANCE MUN INCOME 2028 | 1920 | 35904 | SHS |
| TOPBUILD CORP | 85 | 35462 | COM |
| DEERE & CO | 76 | 35384 | COM |
| QNITY ELECTRONICS INC | 432 | 35273 | COMMON STOCK |
| ADTALEM GLOBAL ED INC | 340 | 35180 | COM |
| WEC ENERGY GROUP INC | 333 | 35119 | COM |
| SCHWAB STRATEGIC TR | 1449 | 34834 | INTL EQTY ETF |
| EXELON CORP | 796 | 34699 | COM |
| CHEFS WHSE INC | 550 | 34282 | COM |
| COREWEAVE INC | 474 | 33944 | COM CL A |
| EATON VANCE NATL MUN OPPORT | 2000 | 33820 | COM SHS |
| FIRST TR EXCHNG TRADED FD VI | 600 | 33550 | FT VEST US EQT |
| INVESCO EXCHANGE TRADED FD T | 1521 | 33462 | INTL DIVI ACHI |
| EA SERIES TRUST | 650 | 33326 | FREEDOM 100 EM |
| ENBRIDGE INC | 695 | 33242 | COM |
| CARMAX INC | 850 | 32844 | COM |
| MASCO CORP | 517 | 32809 | COM |
| ALTA EQUIPMENT GROUP INC | 7044 | 32403 | COMMON STOCK |
| SPDR SERIES TRUST | 1403 | 31610 | BLOOMBERG INTL T |
| GENERAL DYNAMICS CORP | 93 | 31310 | COM |
| ENERGIZER HLDGS INC NEW | 1542 | 30671 | COM |
| BHP GROUP LTD | 500 | 30185 | SPONSORED ADS |
| VANGUARD CHARLOTTE FDS | 617 | 29814 | TOTAL INT BD ETF |
| ISHARES TR | 211 | 29762 | RUS MDCP VAL ETF |
| NYLI MACKAY DEFINEDTERM MUNI | 2000 | 29740 | COM |
| CENCORA INC | 88 | 29722 | COM |
| NOVARTIS AG | 210 | 28953 | SPONSORED ADR |
| DOLLAR GEN CORP NEW | 217 | 28812 | COM |
| WISDOMTREE TR | 552 | 28484 | US MIDCAP DIVID |
| USA RARE EARTH INC | 2391 | 28453 | COM |
| ALIBABA GROUP HLDG LTD | 192 | 28144 | SPONSORED ADS |
| CORNING INC | 320 | 28020 | COM |
| ZSCALER INC | 124 | 27891 | COM |
| GABELLI DIVID & INCOME TR | 1000 | 27770 | COM |
| CARNIVAL CORP | 904 | 27609 | UNIT 99/99/9999 |
| ISHARES TR | 293 | 27589 | MSCI USA MIN VOL |
| ADMA BIOLOGICS INC | 1500 | 27360 | COM |
| ARCHER AVIATION INC | 3560 | 26772 | COM CL A |
| BLACKROCK INC | 25 | 26759 | COM |
| ISHARES TR | 323 | 26642 | CORE MSCI INTL |
| CSX CORP | 720 | 26100 | COM |
| AMERICAN WTR WKS CO INC NEW | 200 | 26100 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 316 | 25919 | COMMON STOCK |
| AMERICAN INTL GROUP INC | 300 | 25665 | COM NEW |
| SELECT SECTOR SPDR TR | 165 | 25595 | STATE STREET IND |
| VANGUARD INDEX FDS | 122 | 25513 | EXTEND MKT ETF |
| COMERICA INC | 289 | 25123 | COM |
| KEYSIGHT TECHNOLOGIES INC | 123 | 24993 | COM |
| PARAMOUNT SKYDANCE CORP | 1856 | 24871 | COM CL B |
| ISHARES TR | 117 | 24813 | S&P 500 VAL ETF |
| GOLDMAN SACHS GROUP INC | 28 | 24612 | COM |
| VANGUARD INDEX FDS | 88 | 24565 | MCAP GR IDXVIP |
| SOFI TECHNOLOGIES INC | 925 | 24217 | COM |
| FIRST TR EXCHNG TRADED FD VI | 500 | 23861 | FT VEST US |
| SAP SE | 98 | 23806 | SPON ADR |
| PRINCIPAL FINANCIAL GROUP IN | 264 | 23288 | COM |
| ITT INC | 133 | 23077 | COM |
| ROSS STORES INC | 126 | 22698 | COM |
| VERTEX PHARMACEUTICALS INC | 50 | 22668 | COM |
| CHENIERE ENERGY INC | 115 | 22355 | COM NEW |
| FIDELITY COVINGTON TRUST | 300 | 22284 | MSCI HLTH CARE I |
| BAXTER INTL INC | 1164 | 22245 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 80 | 22032 | ORD SHS |
| NIKE INC | 340 | 21662 | CL B |
| MARVELL TECHNOLOGY INC | 247 | 20991 | COM |
| JOBY AVIATION INC | 1582 | 20883 | COMMON STOCK |
| SELECT SECTOR SPDR TR | 174 | 20778 | STATE STREET CON |
| ZOETIS INC | 163 | 20509 | CL A |
| NATIONAL FUEL GAS CO | 255 | 20416 | COM |
| AMERICAN HEALTHCARE REIT INC | 432 | 20330 | COM SHS |
| SUNRUN INC | 1104 | 20314 | COM |
| VANECK ETF TRUST | 56 | 20168 | SEMICONDUCTR ETF |
| ISHARES TR | 183 | 20165 | IBOXX INV CP ETF |
| CLEVELAND-CLIFFS INC NEW | 1517 | 20146 | COM |
| VANGUARD SCOTTSDALE FDS | 250 | 19933 | SHRT TRM CORP BD |
| BOSTON SCIENTIFIC CORP | 209 | 19929 | COM |
| INDEPENDENCE RLTY TR INC | 1134 | 19823 | COM |
| CLOUDFLARE INC | 100 | 19715 | CL A COM |
| VANECK ETF TRUST | 229 | 19642 | GOLD MINERS ETF |
| GOODRX HLDGS INC | 7000 | 18970 | COM CL A |
| HP INC | 850 | 18938 | COM |
| NUVEEN MUN VALUE FD INC | 2084 | 18882 | COM |
| VALERO ENERGY CORP | 112 | 18233 | COM |
| KOREA FD INC | 500 | 18160 | COM NEW |
| VANGUARD WORLD FD | 136 | 18155 | FINANCIALS ETF |
| AMEREN CORP | 181 | 18075 | COM |
| ASSURANT INC | 75 | 18064 | COM |
| TEXAS INSTRS INC | 104 | 18043 | COM |
| UWM HOLDINGS CORPORATION | 4077 | 17858 | COM CL A |
| CITIZENS CMNTY BANCORP INC M | 1000 | 17820 | COM |
| SELECT SECTOR SPDR TR | 115 | 17802 | STATE STREET HEA |
| SHERWIN WILLIAMS CO | 54 | 17498 | COM |
| NEBIUS GROUP N.V. | 206 | 17244 | SHS CLASS A |
| MONOLITHIC PWR SYS INC | 19 | 17221 | COM |
| LIVE OAK BANCSHARES INC | 500 | 17175 | COM |
| KB HOME | 300 | 16923 | COM |
| MONSTER BEVERAGE CORP NEW | 216 | 16561 | COM |
| KINDER MORGAN INC DEL | 600 | 16494 | COM |
| AXOGEN INC | 500 | 16365 | COM |
| CAMECO CORP | 175 | 16011 | COM |
| CITIGROUP INC | 136 | 15870 | COM NEW |
| CARECLOUD INC | 5390 | 15739 | COM |
| RE MAX HLDGS INC | 2000 | 15180 | CL A |
| FORTUNE BRANDS INNOVATIONS I | 300 | 15006 | COM |
| AMETEK INC | 71 | 14578 | COM |
| INGEVITY CORP | 246 | 14559 | COM |
| STARWOOD PPTY TR INC | 805 | 14499 | COM |
| KIMBERLY-CLARK CORP | 143 | 14428 | COM |
| GILEAD SCIENCES INC | 115 | 14117 | COM |
| INVESCO EXCHANGE TRADED FD T | 200 | 14082 | WATER RES ETF |
| SIMON PPTY GROUP INC NEW | 76 | 14069 | COM |
| VANGUARD WHITEHALL FDS | 207 | 13959 | EM MK GOV BD ETF |
| MERCANTILE BK CORP | 283 | 13613 | COM |
| CROWN CASTLE INC | 152 | 13509 | COM |
| TE CONNECTIVITY PLC | 59 | 13424 | ORD SHS |
| CHARGEPOINT HOLDINGS INC | 2000 | 13280 | COM SHS |
| DNP SELECT INCOME FD INC | 1324 | 13227 | COM |
| BANCO BILBAO VIZCAYA ARGENTA | 564 | 13147 | SPONSORED ADR |
| TOTALENERGIES SE | 200 | 13084 | ACT |
| SONY GROUP CORP | 510 | 13056 | SPONSORED ADR |
| TRAVELERS COMPANIES INC | 45 | 13053 | COM |
| HSBC HLDGS PLC | 163 | 12824 | SPON ADR NEW |
| SPOTIFY TECHNOLOGY S A | 22 | 12776 | SHS |
| ISHARES TR | 110 | 12532 | EAFE GRWTH ETF |
| MAGNOLIA OIL & GAS CORP | 566 | 12390 | CL A |
| ELECTRONIC ARTS INC | 60 | 12260 | COM |
| SCHWAB STRATEGIC TR | 501 | 12210 | SHT TM US TRES |
| ROBLOX CORP | 150 | 12155 | CL A |
| ISHARES TR | 172 | 11800 | EUROPE ETF |
| OPENDOOR TECHNOLOGIES INC | 2000 | 11660 | COM |
| SYNCHRONY FINANCIAL | 140 | 11643 | COM |
| SERVICE CORP INTL | 149 | 11618 | COM |
| BLACKBERRY LTD | 3058 | 11590 | COM |
| VANGUARD SCOTTSDALE FDS | 138 | 11558 | INT-TERM CORP |
| PALANTIR TECHNOLOGIES INC | 65 | 11554 | CL A |
| PNC FINL SVCS GROUP INC | 55 | 11481 | COM |
| CALAMOS CONV OPPORTUNITIES & | 1094 | 11466 | SH BEN INT |
| PURE STORAGE INC | 170 | 11392 | CL A |
| SHOPIFY INC | 70 | 11268 | CL A SUB VTG SHS |
| HEWLETT PACKARD ENTERPRISE C | 467 | 11218 | COM |
| ICICI BANK LIMITED | 371 | 11056 | ADR |
| EXPEDIA GROUP INC | 39 | 11050 | COM NEW |
| STARBUCKS CORP | 131 | 11038 | COM |
| LENNAR CORP | 105 | 10794 | CL A |
| LPL FINL HLDGS INC | 30 | 10776 | COM |
| LITMAN GREGORY FDS TR | 376 | 10551 | IMGP DBI MANAGED |
| GLOBAL X FDS | 159 | 10313 | LITHIUM BTRY ETF |
| NIO INC | 1975 | 10073 | SPON ADS |
| ISHARES TR | 218 | 10024 | ESG AWARE MSCI |
| NEWMONT CORP | 100 | 9985 | COM |
| SMUCKER J M CO | 100 | 9781 | COM NEW |
| KNIGHT-SWIFT TRANSN HLDGS IN | 187 | 9777 | CL A |
| AUTOLIV INC | 82 | 9734 | COM |
| J P MORGAN EXCHANGE TRADED F | 147 | 9689 | BETABULDRS JAPAN |
| UNDER ARMOUR INC | 2000 | 9600 | CL C |
| OREILLY AUTOMOTIVE INC | 105 | 9578 | COM |
| ISHARES TR | 188 | 9510 | ULTRA SHORT DUR |
| ABRDN ETFS | 305 | 9443 | BBRG ALL COMMDY |
| ISHARES TR | 199 | 9262 | CORE UNIVRSL USD |
| ISHARES INC | 180 | 9242 | MSCI GBL ETF NEW |
| REYNOLDS CONSUMER PRODS INC | 400 | 9168 | COM |
| MAPLEBEAR INC | 200 | 8996 | COM |
| RAMACO RES INC | 497 | 8946 | COM CL A |
| ISHARES TR | 103 | 8884 | MSCI EAFE MIN VL |
| ISHARES INC | 199 | 8790 | ESG AWR MSCI EM |
| PRUDENTIAL FINL INC | 78 | 8767 | COM |
| ISHARES TR | 61 | 8610 | SELECT DIVID ETF |
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