Commonwealth Retirement Investments LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Commonwealth Retirement Investments LLC held in its portfolio 434 assets valued at $310,621,102 (i.e. $310.62M).
The most valuable assets in the portfolio included: BROADCOM INC COM ($22.00M), MICROSOFT CORP COM ($12.88M), and ABBVIE INC COM ($11.90M).
The chart below shows the top 10 valuable assets, and the table below shows the top 434 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Commonwealth Retirement Investments LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| BROADCOM INC COM | 63553 | 21995540 | Stock |
| MICROSOFT CORP COM | 26623 | 12875178 | Stock |
| ABBVIE INC COM | 52092 | 11902615 | Stock |
| JPMORGAN CHASE & CO COM | 36503 | 11762041 | Stock |
| MERCK & CO INC COM | 92000 | 9683881 | Stock |
| EXXON MOBIL CORP COM | 77053 | 9272542 | Stock |
| JOHNSON & JOHNSON COM | 40062 | 8290783 | Stock |
| VANGUARD TOTAL BOND MARKET ETF | 107099 | 7932823 | ETF |
| HOME DEPOT INC COM | 22931 | 7890397 | Stock |
| PEPSICO INC COM | 54386 | 7805458 | Stock |
| LOCKHEED MARTIN CORP COM | 15674 | 7581044 | Stock |
| CHEVRON CORPORATION COM | 46620 | 7105309 | Stock |
| ALTRIA GROUP INC COM | 115202 | 6642549 | Stock |
| ISHARES CORE S&P 500 ETF | 9122 | 6247799 | ETF |
| VISA INC COM CL A | 17732 | 6218732 | Stock |
| LAM RESEARCH CORP COM NEW | 32491 | 5561879 | Stock |
| APPLIED MATLS INC COM | 17350 | 4458683 | Stock |
| PGIM ULTRA SHORT BOND ETF | 88605 | 4393919 | ETF |
| ISHARES S&P 500 VALUE ETF | 20521 | 4351888 | ETF |
| CISCO SYS INC COM | 56401 | 4344549 | Stock |
| BLACKROCK U.S. EQUITY FACTOR ROTATION ETF | 69083 | 4200937 | ETF |
| MASTERCARD INCORPORATED CL A | 7134 | 4072829 | Stock |
| UNITED PARCEL SVCS INC CL B | 40959 | 4062696 | Stock |
| ISHARES S&P 500 GROWTH ETF | 31866 | 3927803 | ETF |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 54631 | 3672312 | ETF |
| BRISTOL-MYERS SQUIBB CO COM | 67882 | 3661580 | Stock |
| AMGEN INC COM | 11165 | 3654295 | Stock |
| APPLE INC COM | 12304 | 3345003 | Stock |
| TJX COS INC NEW COM | 21421 | 3290453 | Stock |
| PRICE T ROWE GROUP INC COM | 31940 | 3270017 | Stock |
| ALLSTATE CORP COM | 14753 | 3070837 | Stock |
| ISHARES S&P 100 ETF | 8913 | 3056892 | ETF |
| UNITEDHEALTH GROUP INC COM | 8879 | 2931199 | Stock |
| ISHARES MSCI EAFE VALUE ETF | 40063 | 2860899 | ETF |
| TRACTOR SUPPLY CO COM | 55554 | 2778256 | Stock |
| ABBOTT LABS COM | 21435 | 2685591 | Stock |
| LENNAR CORP CL A | 25426 | 2613793 | Stock |
| PROCTER & GAMBLE CO COM | 16460 | 2358954 | Stock |
| M & T BK CORP COM | 10991 | 2214467 | Stock |
| NEWMONT CORP COM | 21740 | 2170739 | Stock |
| METLIFE INC COM | 26953 | 2127662 | Stock |
| COSTCO WHOLESALE CORPORATION COM | 2299 | 1982520 | Stock |
| AUTOMATIC DATA PROCESSING INC COM | 7527 | 1936170 | Stock |
| PRUDENTIAL FINL INC COM | 16416 | 1853038 | Stock |
| FASTENAL CO COM | 45660 | 1832336 | Stock |
| ISHARES MSCI USA QUALITY FACTOR ETF | 9062 | 1799894 | ETF |
| BEST BUY INC COM | 26669 | 1784956 | Stock |
| HERSHEY CO COM | 9632 | 1752831 | Stock |
| ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | 44556 | 1718079 | ETF |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | 6238 | 1561434 | ETF |
| REGIONS FINANCIAL CORP NEW COM | 56330 | 1526543 | Stock |
| ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 45319 | 1509123 | ETF |
| CONOCOPHILLIPS COM | 15913 | 1489628 | Stock |
| PRINCIPAL FINANCIAL GROUP INC COM | 15747 | 1389043 | Stock |
| PAYCHEX INC COM | 12357 | 1386208 | Stock |
| DARDEN RESTAURANTS INC COM | 7458 | 1372421 | Stock |
| TRAVELERS COMPANIES INC COM | 4689 | 1360091 | Stock |
| MICROCHIP TECHNOLOGY INC. COM | 21319 | 1358447 | Stock |
| AFLAC INC COM | 12240 | 1349705 | Stock |
| WASTE MGMT INC DEL COM | 6026 | 1323972 | Stock |
| TARGET CORP COM | 13162 | 1286604 | Stock |
| CF INDUSTRIES HOLD COM | 16348 | 1264354 | Stock |
| KLA CORP COM NEW | 1023 | 1243597 | Stock |
| BANK NEW YORK MELLON CORP COM | 10580 | 1228232 | Stock |
| EOG RES INC COM | 11152 | 1171080 | Stock |
| KIMBERLY-CLARK CORP COM | 11261 | 1136122 | Stock |
| ISHARES U.S. ENERGY ETF | 23805 | 1131452 | ETF |
| GENERAL MILLS INC COM | 23854 | 1109211 | Stock |
| MONDELEZ INTL INC CL A | 20589 | 1108294 | Stock |
| HP INC COM | 49311 | 1098649 | Stock |
| CINTAS CORP COM | 5769 | 1084976 | Stock |
| AMAZON COM INC COM | 4496 | 1037767 | Stock |
| ISHARES U.S. AEROSPACE & DEFENSE ETF | 4722 | 1013766 | ETF |
| CENCORA INC COM | 2984 | 1007846 | Stock |
| PGIM ULTRA SHORT MUNICIPAL BOND ETF | 18940 | 954481 | ETF |
| TRUIST FINL CORP COM | 19153 | 942542 | Stock |
| ANALOG DEVICES INC COM | 3453 | 936364 | Stock |
| WALMART INC COM | 8400 | 935836 | Stock |
| ISHARES US TRANSPORTATION ETF | 10887 | 811190 | ETF |
| STATE STREET SPDR S&P 500 ETF | 1165 | 794552 | ETF |
| ISHARES RUSSELL 1000 GROWTH ETF | 1674 | 792304 | ETF |
| ISHARES U.S. CONSUMER STAPLES ETF | 10625 | 711025 | ETF |
| DOMINION ENERGY INC COM | 11730 | 687244 | Stock |
| INTERNATIONAL BUSINESS MACHS COM | 2299 | 680995 | Stock |
| SCHWAB US DIVIDEND EQUITY ETF | 24459 | 670921 | ETF |
| CME GROUP INC COM | 2125 | 580295 | Stock |
| UNION PAC CORP COM | 2495 | 577076 | Stock |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 1139 | 572518 | Stock |
| PNC FINL SVCS GROUP INC COM | 2683 | 560061 | Stock |
| TRANE TECHNOLOGIES PLC SHS | 1421 | 553053 | Stock |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 3734 | 535904 | ETF |
| ISHARES U.S. PHARMACEUTICALS ETF | 6146 | 521365 | ETF |
| SCHWAB CHARLES CORP COM | 5026 | 502152 | Stock |
| ISHARES FLEXIBLE INCOME ACTIVE ETF | 9500 | 501315 | ETF |
| NVIDIA CORPORATION COM | 2596 | 484202 | Stock |
| L3HARRIS TECHNOLOGIES INC COM | 1509 | 443098 | Stock |
| INVESCO QQQ TRUST SERIES I | 707 | 434560 | ETF |
| NORFOLK SOUTHN CORP COM | 1466 | 423264 | Stock |
| ISHARES U.S. CONSUMER FOCUSED ETF | 7162 | 394290 | ETF |
| VANGUARD DIVIDEND APPRECIATION ETF | 1731 | 380439 | ETF |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 3779 | 337913 | ETF |
| ISHARES CORE DIVIDEND GROWTH ETF | 4867 | 337867 | ETF |
| TEXAS INSTRS INC COM | 1945 | 337438 | Stock |
| ENTERPRISE PRODS PARTNERS L P COM | 10000 | 320600 | Stock |
| SPDR GOLD SHARES | 800 | 317048 | ETF |
| ELI LILLY & CO COM | 293 | 314611 | Stock |
| ISHARES CORE MSCI EAFE ETF | 3513 | 314273 | ETF |
| VANGUARD CORE TAX-EXEMPT BOND ETF | 4000 | 302280 | ETF |
| FIDELITY NATL INFORMATION SVCS COM | 4471 | 297143 | Stock |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 1539 | 294811 | ETF |
| ISHARES CORE S&P MID-CAP ETF | 4455 | 294030 | ETF |
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | 5500 | 288255 | ETF |
| NOVARTIS AG SPONSORED ADR | 1931 | 266227 | ADR |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 538 | 258547 | ETF |
| ISHARES GLOBAL TECH ETF | 2453 | 257565 | ETF |
| ISHARES U.S. MEDICAL DEVICES ETF | 4025 | 250154 | ETF |
| AT&T INC COM | 10000 | 248400 | Stock |
| ISHARES RUSSELL 1000 VALUE ETF | 1166 | 245256 | ETF |
| NETFLIX INC. COM | 2610 | 244714 | Stock |
| DUKE ENERGY CORP NEW COM NEW | 2038 | 238874 | Stock |
| PHILIP MORRIS INTL INC COM | 1468 | 235465 | Stock |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 2575 | 231750 | ETF |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 2481 | 209992 | ETF |
| GILEAD SCIENCES INC COM | 1602 | 196629 | Stock |
| PFIZER INC COM | 7579 | 188726 | Stock |
| ALPHABET INC CAP STK CL A | 595 | 186383 | Stock |
| COCA COLA CO COM | 2537 | 177380 | Stock |
| CAPITAL ONE FINL CORP COM | 668 | 161896 | Stock |
| META PLATFORMS INC CL A | 242 | 160008 | Stock |
| EATON CORP PLC SHS | 488 | 155455 | Stock |
| VANGUARD VALUE ETF | 810 | 154702 | ETF |
| VANGUARD GROWTH ETF | 309 | 150749 | ETF |
| ELEVANCE HEALTH INC FORMERLY A COM | 417 | 146179 | Stock |
| AMERICAN ELEC PWR CO INC COM | 1248 | 143907 | Stock |
| ISHARES U.S. TREASURY BOND ETF | 6178 | 142248 | ETF |
| ISHARES U.S. HEALTHCARE PROVIDERS ETF | 2693 | 129108 | ETF |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | 2684 | 120002 | ETF |
| MCDONALDS CORP COM | 388 | 118584 | Stock |
| ORACLE CORP COM | 605 | 117921 | Stock |
| ISHARES US FINANCIAL SERVICES ETF | 1218 | 112361 | ETF |
| KINSALE CAP GROUP INC COM | 278 | 108731 | Stock |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 701 | 108515 | ETF |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 1078 | 107671 | ETF |
| HONEYWELL INTL INC COM | 552 | 107669 | Stock |
| ISHARES U.S. HOME CONSTRUCTION ETF | 1077 | 103715 | ETF |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 3171 | 103438 | ETF |
| ISHARES RUSSELL TOP 200 GROWTH ETF | 373 | 103299 | ETF |
| LINCOLN NATL CORP IND COM | 2174 | 96808 | Stock |
| ISHARES MSCI EAFE GROWTH ETF | 842 | 95921 | ETF |
| LOWES COS INC COM | 391 | 94180 | Stock |
| CVS HEALTH CORP COM | 1154 | 91559 | Stock |
| AMERICAN EXPRESS CO COM | 236 | 87342 | Stock |
| MCKESSON CORP COM | 106 | 86951 | Stock |
| RIO TINTO PLC SPONSORED ADR | 1064 | 85135 | ADR |
| REPUBLIC SVCS INC COM | 400 | 84772 | Stock |
| TESLA INC COM | 185 | 83198 | Stock |
| PRIMIS FINANCIAL CORP COM | 5914 | 82264 | Stock |
| CATERPILLAR INC COM | 142 | 81220 | Stock |
| MARKEL GROUP INC COM | 36 | 77387 | Stock |
| ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | 1690 | 77165 | ETF |
| ISHARES U.S. INDUSTRIALS ETF | 518 | 76752 | ETF |
| ISHARES MBS ETF | 772 | 73510 | ETF |
| CHUBB LIMITED COM | 233 | 72724 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | 897 | 71923 | ETF |
| INGERSOLL RAND INC COM | 902 | 71456 | Stock |
| ADOBE INC COM | 198 | 69298 | Stock |
| RPM INTL INC COM | 665 | 69160 | Stock |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 234 | 64441 | Stock |
| POOL CORP COM | 266 | 60848 | Stock |
| ISHARES U.S. TECHNOLOGY ETF | 303 | 60503 | ETF |
| BANK AMERICA CORP COM | 1088 | 59838 | Stock |
| MARATHON PETE CORP COM | 367 | 59666 | Stock |
| AMERICAN WTR WKS CO INC NEW COM | 444 | 57942 | Stock |
| GE AEROSPACE COM NEW | 186 | 57294 | Stock |
| NUCOR CORP COM | 347 | 56599 | Stock |
| CORTEVA INC COM | 833 | 55836 | Stock |
| CARDINAL HEALTH INC COM | 263 | 54047 | Stock |
| ROBLOX CORP CL A | 634 | 51373 | Stock |
| MICRON TECHNOLOGY INC COM | 175 | 49947 | Stock |
| ISHARES MSCI AGRICULTURE PRODUCERS ETF | 1191 | 45937 | ETF |
| VERIZON COMMUNICATIONS INC COM | 1115 | 45407 | Stock |
| ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | 608 | 45047 | ETF |
| ALPHABET INC CAP STK CL C | 142 | 44562 | Stock |
| WATSCO INC COM | 132 | 44477 | Stock |
| BROOKFIELD CORP CL A LTD VT SH | 966 | 44330 | Stock |
| LAMAR ADVERTISING CO CL A | 340 | 43037 | REIT |
| STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF | 1093 | 42791 | ETF |
| AGCO CORP COM | 403 | 42040 | Stock |
| ISHARES ESG AWARE MSCI USA ETF | 280 | 41714 | ETF |
| ISHARES RUSSELL MIDCAP ETF | 431 | 41492 | ETF |
| NEXTERA ENERGY INC COM | 508 | 40782 | Stock |
| ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | 490 | 40557 | ETF |
| WELLS FARGO & CO COM | 429 | 39983 | Stock |
| TE CONNECTIVITY PLC ORD SHS | 175 | 39814 | Stock |
| ATLANTIC UN BANKSHARES CORP COM | 1101 | 38860 | Stock |
| SBA COMMUNICATIONS CORP CL A | 200 | 38686 | REIT |
| BOEING CO COM | 175 | 37996 | Stock |
| PROLOGIS INC. COM | 293 | 37410 | REIT |
| VANGUARD CONSUMER STAPLES ETF | 170 | 35911 | ETF |
| DT MIDSTREAM INC COMMON STOCK | 300 | 35904 | Stock |
| COTERRA ENERGY INC COM | 1344 | 35374 | Stock |
| OREILLY AUTOMOTIVE INC COM | 375 | 34204 | Stock |
| ISHARES MSCI USA MIN VOL FACTOR ETF | 360 | 33898 | ETF |
| QNITY ELECTRONICS INC COMMON STOCK | 415 | 33885 | Stock |
| DUPONT DE NEMOURS INC COM | 833 | 33487 | Stock |
| CARMAX INC COM | 850 | 32844 | Stock |
| QUALCOMM INC COM | 187 | 31985 | Stock |
| ISHARES SEMICONDUCTOR ETF | 105 | 31621 | ETF |
| ISHARES ESG MSCI KLD 400 ETF | 242 | 31177 | ETF |
| GE VERNOVA INC COM | 46 | 30064 | Stock |
| WILLIAMS COS INC COM | 500 | 30055 | Stock |
| GABELLI EQUITY TR INC COM | 4812 | 29688 | CEF |
| TRI CONTL CORP COM | 900 | 29394 | CEF |
| DISNEY WALT CO COM | 255 | 29034 | Stock |
| 3M CO COM | 178 | 28498 | Stock |
| FIDELITY NATIONAL FINANCIAL IN COM SHS | 508 | 27732 | Stock |
| KINDER MORGAN INC DEL COM | 1000 | 27490 | Stock |
| OLD REP INTL CORP COM | 600 | 27384 | Stock |
| XYLEM INC COM | 195 | 26555 | Stock |
| RTX CORPORATION COM | 144 | 26410 | Stock |
| FIRST SOLAR INC COM | 100 | 26123 | Stock |
| VANGUARD LONG-TERM TREASURY ETF | 467 | 26059 | ETF |
| WP CAREY INC COM | 400 | 25744 | REIT |
| BARCLAYS PLC ADR | 1010 | 25706 | ADR |
| DELL TECHNOLOGIES INC CL C | 200 | 25176 | Stock |
| SALESFORCE INC COM | 94 | 25017 | Stock |
| BROWN FORMAN CORP CL B | 937 | 24418 | Stock |
| MARTIN MARIETTA MATLS INC COM | 39 | 24284 | Stock |
| ISHARES ESG ADVANCED MSCI USA ETF | 421 | 24241 | ETF |
| GOLDMAN SACHS GROUP INC COM | 28 | 24187 | Stock |
| STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | 100 | 24124 | ETF |
| CIRRUS LOGIC INC COM | 200 | 23700 | Stock |
| BLACKROCK INC COM | 22 | 23635 | Stock |
| XCEL ENERGY INC COM | 309 | 22823 | Stock |
| FABRINET SHS | 50 | 22764 | Stock |
| ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF | 254 | 22672 | ETF |
| CARNIVAL CORP COMMON STOCK | 742 | 22661 | Stock |
| ISHARES U.S. CONSUMER DISCRETIONARY ETF | 218 | 22482 | ETF |
| MEDPACE HLDGS INC COM | 40 | 22466 | Stock |
| DEERE & CO COM | 48 | 22347 | Stock |
| PHILLIPS 66 COM | 171 | 22082 | Stock |
| UNIVERSAL HLTH SVCS INC CL B | 100 | 21802 | Stock |
| MASTEC INC COM | 100 | 21737 | Stock |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 70 | 21272 | ADR |
| BLUEROCK PVT REAL ESTATE FD COM | 1416 | 21240 | CEF |
| CROWN CASTLE INC COM | 233 | 20707 | REIT |
| PACKAGING CORP AMER COM | 100 | 20623 | Stock |
| TOTALENERGIES SE ACT | 311 | 20346 | Stock |
| DNP SELECT INCOME FD INC COM | 2000 | 19980 | CEF |
| PIMCO ACCESS INCOME FUND SHS BENFIN INT | 1300 | 19890 | CEF |
| MFS MUN INCOME TR SH BEN INT | 3618 | 19646 | CEF |
| DTE ENERGY CO COM | 150 | 19347 | Stock |
| ROYAL BK CDA COM | 109 | 18583 | Stock |
| DIGITAL RLTY TR INC COM | 117 | 18080 | REIT |
| BANK MONTREAL MEDIUM COM | 139 | 18041 | Stock |
| CITIGROUP INC COM NEW | 152 | 17730 | Stock |
| CONSTELLATION ENERGY CORP COM | 50 | 17664 | Stock |
| VIKING THERAPEUTICS INC COM | 500 | 17590 | Stock |
| ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | 250 | 17328 | ETF |
| HOWMET AEROSPACE INC COM | 84 | 17222 | Stock |
| JAZZ PHARMACEUTICALS PLC SHS USD | 100 | 17000 | Stock |
| ROBINHOOD MKTS INC COM CL A | 150 | 16965 | Stock |
| DOW HLDGS INC COM | 722 | 16880 | Stock |
| NVENT ELECTRIC PLC SHS | 164 | 16723 | Stock |
| PERFORMANCE FOOD GROUP CO COM | 185 | 16635 | Stock |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 228 | 16571 | ETF |
| AIR PRODUCTS AND CHEMICALS INC COM | 67 | 16471 | Stock |
| ISHARES U.S. HEALTHCARE ETF | 247 | 16080 | ETF |
| ISHARES 10-20 YEAR TREASURY BOND ETF | 158 | 16064 | ETF |
| AMERICAN TOWER CORP COM | 91 | 16052 | REIT |
| POWELL INDS INC COM | 50 | 15939 | Stock |
| ONTO INNOVATION INC COM | 100 | 15786 | Stock |
| PALANTIR TECHNOLOGIES INC CL A | 88 | 15642 | Stock |
| SHERWIN WILLIAMS CO COM | 48 | 15553 | Stock |
| BUNGE GLOBAL SA COM SHS | 174 | 15500 | Stock |
| STRYKER CORPORATION COM | 44 | 15470 | Stock |
| LIBERTY ALL STAR EQUITY FD SH BEN INT | 2400 | 15072 | CEF |
| PROSPECT CAP CORP COM | 5790 | 14996 | CEF |
| SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 175 | 14940 | ETF |
| PLEXUS CORP COM | 100 | 14700 | Stock |
| SHELL PLC SPON ADS | 200 | 14696 | ADR |
| BIOVENTUS INC COM CL A | 1958 | 14568 | Stock |
| FEDEX CORP COM | 50 | 14443 | Stock |
| INDEPENDENCE RLTY TR INC COM | 825 | 14421 | REIT |
| CENTENE CORP DEL COM | 350 | 14403 | Stock |
| GENERAL DYNAMICS CORP COM | 43 | 14391 | Stock |
| BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | 274 | 14355 | Stock |
| ISHARES U.S. UTILITIES ETF | 131 | 14195 | ETF |
| DYNEX CAP INC COM | 1000 | 14010 | REIT |
| ALIBABA GROUP HLDG LTD SPONSORED ADS | 94 | 13779 | ADR |
| VANGUARD SMALL-CAP GROWTH ETF | 45 | 13595 | ETF |
| FISERV INC COM | 200 | 13434 | Stock |
| SUNCOR ENERGY INC NEW COM | 300 | 13308 | Stock |
| DRAFTKINGS INC NEW COM CL A | 379 | 13060 | Stock |
| VANGUARD SMALL CAP VALUE ETF | 61 | 12919 | ETF |
| VANGUARD TOTAL STOCK MARKET ETF | 38 | 12876 | ETF |
| CORNING INC COM | 147 | 12871 | Stock |
| VANGUARD S&P 500 ETF | 21 | 12866 | ETF |
| INTERACTIVE BROKERS GROUP INC COM CL A | 200 | 12862 | Stock |
| NBT BANCORP INC COM | 308 | 12788 | Stock |
| ISHARES ESG AWARE MSCI EM ETF | 288 | 12721 | ETF |
| PRIMORIS SVCS CORP COM | 100 | 12414 | Stock |
| DIAGEO PLC SPON ADR NEW | 143 | 12337 | ADR |
| PARKER-HANNIFIN CORP COM | 14 | 12305 | Stock |
| UNITED AIRLS HLDGS INC COM | 110 | 12300 | Stock |
| EMERSON ELEC CO COM | 92 | 12161 | Stock |
| TOWER SEMICONDUCTOR LTD SHS NEW | 100 | 11742 | Stock |
| SLB LIMITED COM STK | 297 | 11408 | Stock |
| ENBRIDGE INC COM | 238 | 11384 | Stock |
| CHIPOTLE MEXICAN GRILL INC COM | 300 | 11100 | Stock |
| STRATEGY SHARES NASDAQ 7HANDL INDEX ETF | 500 | 11010 | ETF |
| CSX CORP COM | 300 | 10875 | Stock |
| ROKU INC COM CL A | 100 | 10849 | Stock |
| UBER TECHNOLOGIES INC COM | 132 | 10786 | Stock |
| ADVANCED MICRO DEVICES INC COM | 50 | 10708 | Stock |
| ASCENDIS PHARMA A/S SPONSORED ADR | 50 | 10662 | ADR |
| MAGNA INTL INC COM | 200 | 10660 | Stock |
| GAMING & LEISURE P COM | 229 | 10234 | REIT |
| STATE STREET SPDR S&P METALS & MINING ETF | 96 | 9947 | ETF |
| ACM RESH INC COM CL A | 250 | 9863 | Stock |
| SMUCKER J M CO COM NEW | 100 | 9781 | Stock |
| BECTON DICKINSON & CO COM | 50 | 9704 | Stock |
| KRAFT HEINZ CO COM | 400 | 9699 | Stock |
| COMCAST CORP NEW CL A | 323 | 9648 | Stock |
| HARTFORD INSURANCE GROUP INC COM | 70 | 9646 | Stock |
| APPLE HOSPITALITY REIT INC COM NEW | 800 | 9480 | REIT |
| GARMIN LTD SHS | 44 | 8888 | Stock |
| COREWEAVE INC COM CL A | 122 | 8736 | Stock |
| ISHARES ESG ADVANCED MSCI EAFE ETF | 116 | 8719 | ETF |
| NEXTPOWER INC CLASS A COM | 100 | 8711 | Stock |
| ASTRAZENECA PLC ORD | 94 | 8641 | ADR |
| BLACKSTONE INC COM | 54 | 8313 | Stock |
| GENERAL MTRS CO COM | 101 | 8213 | Stock |
| STATE STREET SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF | 100 | 8197 | ETF |
| ISHARES RUSSELL 2000 VALUE ETF | 45 | 8154 | ETF |
| BUILDERS FIRSTSOURCE INC COM | 79 | 8128 | Stock |
| RUBRIK INC. CL A | 100 | 7648 | Stock |
| SOUTHSTATE BK CORP COM | 81 | 7623 | Stock |
| ROYALTY PHARMA PLC SHS CLASS A | 195 | 7535 | Stock |
| ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | 137 | 7488 | ETF |
| ARK NEXT GENERATION INTERNET ETF | 50 | 7387 | ETF |
| NASDAQ INC COM | 76 | 7382 | Stock |
| MORGAN STANLEY COM NEW | 40 | 7166 | Stock |
| ILLINOIS TOOL WKS INC COM | 29 | 7143 | Stock |
| DOVER CORP COM | 36 | 7029 | Stock |
| PAR PAC HOLDINGS INC COM NEW | 200 | 7028 | Stock |
| AUTODESK INC COM | 23 | 6808 | Stock |
| PURE STORAGE INC CL A | 100 | 6701 | Stock |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | 162 | 6700 | ETF |
| MOTOROLA SOLUTIONS INC COM NEW | 17 | 6572 | Stock |
| ILLUMINA INC COM | 50 | 6558 | Stock |
| ISHARES RUSSELL 2000 GROWTH ETF | 20 | 6460 | ETF |
| DELTA AIR LINES INC COM NEW | 93 | 6458 | Stock |
| SOLSTICE ADVANCED MATLS INC COM SHS | 131 | 6364 | Stock |
| SERVICE CORP INTL COM | 80 | 6238 | Stock |
| BRITISH AMERN TOB PLC SPONSORED ADR | 106 | 6002 | ADR |
| ISHARES ESG AWARE MSCI EAFE ETF | 63 | 5991 | ETF |
| LEIDOS HOLDINGS INC COM | 32 | 5773 | Stock |
| ISHARES GLOBAL ENERGY ETF | 135 | 5661 | ETF |
| VALERO ENERGY CORP COM | 35 | 5660 | Stock |
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