EVERMAY WEALTH MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, EVERMAY WEALTH MANAGEMENT LLC held in its portfolio 500 assets valued at $891,161,413 (i.e. $891.16M).

The most valuable assets in the portfolio included: SPDR SERIES TRUST ($266.30M), SCHWAB STRATEGIC TR ($119.37M), and VANGUARD INDEX FDS ($75.78M).

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.
Top Valuable Stocks in EVERMAY WEALTH MANAGEMENT LLC Portfolio
SPDR SERIES TRUST
SCHWAB STRATEGIC TR
VANGUARD INDEX FDS
ISHARES TR
SPDR S&P 500 ETF TR
ISHARES TR
APPLE INC
DIMENSIONAL ETF TRUST
ISHARES INC
VANGUARD WHITEHALL FDS
EVERMAY WEALTH MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
SPDR SERIES TRUST 8236441 266301082 STATE STREET SPD
SCHWAB STRATEGIC TR 4435795 119367235 US LRG CAP ETF
VANGUARD INDEX FDS 120828 75775131 S&P 500 ETF SHS
ISHARES TR 612609 40432178 CORE S&P MCP ETF
SPDR S&P 500 ETF TR 53556 36621828 TR UNIT
ISHARES TR 39828 27279818 CORE S&P500 ETF
APPLE INC 56915 15472799 COM
DIMENSIONAL ETF TRUST 367406 14001843 INTL CORE EQT MK
ISHARES INC 196890 13234946 CORE MSCI EMKT
VANGUARD WHITEHALL FDS 82782 11880845 HIGH DIV YLD
AMAZON COM INC 51042 11781515 COM
VANGUARD INDEX FDS 33459 11217799 TOTAL STK MKT
ISHARES TR 92963 11172291 CORE S&P SCP ETF
ALPHABET INC 33942 10623954 CAP STK CL A
VANGUARD INDEX FDS 31597 9170082 MID CAP ETF
MICROSOFT CORP 17075 8257996 COM
JOHN MARSHALL BANCORP INC 348424 6964996 COM
JPMORGAN CHASE & CO. 18348 5912184 COM
WISDOMTREE TR 133952 5226808 EM EX ST-OWNED
ISHARES TR 50207 5039779 0-3 MNTH TREASRY
INNOVATOR ETFS TRUST 101255 4492558 US EQTY PWR BUF
J P MORGAN EXCHANGE TRADED F 75471 4345740 EQUITY PREMIUM
ELI LILLY & CO 3789 4071963 COM
NVIDIA CORPORATION 21274 3967510 COM
VANGUARD INDEX FDS 7718 3765304 GROWTH ETF
ISHARES TR 14573 3587295 RUSSELL 2000 ETF
ISHARES TR 90484 3569613 INTL SEL DIV ETF
BERKSHIRE HATHAWAY INC DEL 6947 3491910 CL B NEW
VANGUARD INDEX FDS 12633 3258683 SMALL CP ETF
META PLATFORMS INC 4554 3006050 CL A
VISA INC 8528 2990902 COM CL A
ISHARES TR 14113 2968529 RUS 1000 VAL ETF
VANECK ETF TRUST 31284 2683198 GOLD MINERS ETF
BROADCOM INC 7564 2617901 COM
ISHARES GOLD TR 60220 2588858 SHARES REPRESENT
VANGUARD TAX-MANAGED FDS 38177 2384899 VAN FTSE DEV MKT
HOME DEPOT INC 6640 2284824 COM
ISHARES TR 23777 2283331 MSCI EAFE ETF
ALPHABET INC 6975 2188755 CAP STK CL C
VANGUARD INDEX FDS 11458 2188364 VALUE ETF
DANAHER CORPORATION 9460 2168400 COM
ISHARES SILVER TR 31158 2007199 ISHARES
ISHARES TR 4206 1990740 RUS 1000 GRW ETF
RTX CORPORATION 10587 1941648 COM
MARTIN MARIETTA MATLS INC 3001 1868603 COM
CATERPILLAR INC 3227 1848875 COM
NEXTERA ENERGY INC 21833 1752754 COM
MCDONALDS CORP 5145 1572573 COM
SCHWAB STRATEGIC TR 63319 1522189 INTL EQTY ETF
AMERICAN EXPRESS CO 4044 1496078 COM
COSTCO WHSL CORP NEW 1725 1487764 COM
MERCK & CO INC 14005 1483494 COM
INNOVATOR ETFS TRUST 37885 1482062 US EQT PWR BUF
ABBVIE INC 6393 1460812 COM
VANGUARD INTL EQUITY INDEX F 27023 1452757 FTSE EMR MKT ETF
VANECK ETF TRUST 12702 1445289 JUNIOR GOLD MINE
MOODYS CORP 2742 1400751 COM
MCCORMICK & CO INC 20080 1375280 COM VTG
ISHARES GOLD TR 16675 1353510 ISHARES NEW
EXXON MOBIL CORP 10980 1321375 COM
BROWN & BROWN INC 16495 1314652 COM
NORTHROP GRUMMAN CORP 2297 1309773 COM
INVESCO EXCHANGE TRADED FD T 6760 1294946 S&P500 EQL WGT
YUM BRANDS INC 8528 1290116 COM
TJX COS INC NEW 8360 1284180 COM
AMPHENOL CORP NEW 9337 1263073 CL A
CENTRUS ENERGY CORP 5175 1256283 CL A
PEPSICO INC 8413 1217663 COM
JOHNSON & JOHNSON 5719 1183581 COM
SCHWAB STRATEGIC TR 47614 1160351 SHT TM US TRES
STRYKER CORPORATION 3227 1135847 COM
PALO ALTO NETWORKS INC 6125 1128225 COM
MARRIOTT INTL INC NEW 3579 1110349 CL A
PROCTER AND GAMBLE CO 7714 1105457 COM
DUKE ENERGY CORP NEW 9160 1073644 COM NEW
ORACLE CORP 5326 1038048 COM
SCHWAB STRATEGIC TR 39010 1023233 US BRD MKT ETF
ARCH CAP GROUP LTD 10666 1023083 ORD
GE AEROSPACE 3303 1017985 COM NEW
CISCO SYS INC 13214 1017899 COM
NORFOLK SOUTHN CORP 3505 1011964 COM
MASTERCARD INCORPORATED 1742 994473 CL A
NETFLIX INC 10604 994232 COM
ISHARES TR 9235 946957 CORE S&P US VLU
SALESFORCE INC 3503 928792 COM
KINDER MORGAN INC DEL 31332 861317 COM
WELLS FARGO CO NEW 9065 844858 COM
AMGEN INC 2554 835999 COM
VANGUARD INDEX FDS 2765 835223 SML CP GRW ETF
LABCORP HOLDINGS INC 3295 826650 COM SHS
ATLANTIC UN BANKSHARES CORP 23233 820125 COM
INTERCONTINENTAL EXCHANGE IN 5040 816279 COM
BROADSTONE NET LEASE INC 45558 793441 COM
TESLA INC 1761 791957 COM
ENTERPRISE PRODS PARTNERS L 24614 789125 COM
APPLIED MATLS INC 2987 767517 COM
SERVICENOW INC 4947 757831 COM
INTERNATIONAL BUSINESS MACHS 2517 745550 COM
UNITED RENTALS INC 918 742956 COM
SCHWAB STRATEGIC TR 24471 735843 US MID-CAP ETF
AUTOMATIC DATA PROCESSING IN 2833 732255 COM
SCHWAB STRATEGIC TR 28217 707683 INT-TRM U.S TRES
MONSTER BEVERAGE CORP NEW 9078 696011 COM
CHEVRON CORP NEW 4355 663777 COM
ISHARES TR 4673 659548 SELECT DIVID ETF
ROCKWELL AUTOMATION INC 1666 648191 COM
D R HORTON INC 4471 643959 COM
EATON CORP PLC 1930 614725 SHS
LAM RESEARCH CORP 3574 612417 COM NEW
VANGUARD INDEX FDS 2879 609768 SM CP VAL ETF
WALMART INC 5258 585794 COM
VANGUARD INDEX FDS 2635 551032 EXTEND MKT ETF
AIR PRODS & CHEMS INC 2219 548138 COM
LOCKHEED MARTIN CORP 1086 525063 COM
ISHARES TR 2818 510650 RUS 2000 VAL ETF
SCHWAB STRATEGIC TR 17852 508425 US SML CAP ETF
ISHARES TR 5334 502250 MSCI USA MIN VOL
CHUBB LIMITED 1582 494762 COM
SCHWAB STRATEGIC TR 14801 484733 EMRG MKTEQ ETF
VULCAN MATLS CO 1690 482022 COM
ISHARES TR 6896 478721 CORE DIV GRWTH
ACCENTURE PLC IRELAND 1767 474087 SHS CLASS A
PARKER-HANNIFIN CORP 535 470244 COM
COCA COLA CO 6719 469747 COM
SCHWAB CHARLES CORP 4616 461231 COM
ADOBE INC 1315 460237 COM
BANK AMERICA CORP 8137 447535 COM
CADENCE DESIGN SYSTEM INC 1413 441676 COM
INTUITIVE SURGICAL INC 779 441195 COM NEW
ABBOTT LABS 3403 426362 COM
ELEVANCE HEALTH INC FORMERLY 1215 425919 COM
KINSALE CAP GROUP INC 1081 422801 COM
TRAVELERS COMPANIES INC 1445 419137 COM
SYNOPSYS INC 850 399262 COM
GENERAL DYNAMICS CORP 1179 396923 COM
ARISTA NETWORKS INC 2848 373174 COM SHS
VANGUARD SCOTTSDALE FDS 6189 370907 INTER TERM TREAS
SPDR DOW JONES INDL AVERAGE 761 366184 UT SER 1
BLACKROCK INC 342 366057 COM
DOMINION ENERGY INC 6238 365485 COM
ISHARES TR 3784 364286 RUS MID CAP ETF
UNION PAC CORP 1515 350450 COM
FASTENAL CO 8684 348489 COM
PROSHARES TR 4342 345971 LARGE CAP CRE
COMCAST CORP NEW 11505 343870 CL A
THERMO FISHER SCIENTIFIC INC 591 342621 COM
BLACKSTONE INC 2210 340650 COM
ECOLAB INC 1275 335589 COM
SCHWAB STRATEGIC TR 10269 334976 US LCAP GR ETF
UNITEDHEALTH GROUP INC 1014 334732 COM
GE VERNOVA INC 511 333975 COM
ROPER TECHNOLOGIES INC 735 327171 COM
CSX CORP 8830 320099 COM
CBRE GROUP INC 1967 316274 CL A
T-MOBILE US INC 1525 309636 COM
LOWES COS INC 1275 307479 COM
PROGRESSIVE CORP 1338 304690 COM
INVESCO QQQ TR 488 299784 UNIT SER 1
VANGUARD WORLD FD 2415 292119 ESG US STK ETF
ISHARES TR 1353 286931 S&P 500 VAL ETF
MONDELEZ INTL INC 5270 285991 CL A
TRUIST FINL CORP 5755 283204 COM
EDWARDS LIFESCIENCES CORP 3304 281666 COM
COLGATE PALMOLIVE CO 3516 277843 COM
HONEYWELL INTL INC 1408 274687 COM
VANGUARD WORLD FD 1315 272929 MATERIALS ETF
AMERICAN TOWER CORP NEW 1514 268277 COM
BRISTOL-MYERS SQUIBB CO 4813 259628 COM
EMERSON ELEC CO 1866 247656 COM
MOTOROLA SOLUTIONS INC 643 247253 COM NEW
ISHARES TR 1223 242913 MSCI USA QLT FCT
MCKESSON CORP 294 241407 COM
MERCADOLIBRE INC 117 235669 COM
FULTON FINL CORP PA 11979 233831 COM
PFIZER INC 9179 228566 COM
L3HARRIS TECHNOLOGIES INC 774 227224 COM
ISHARES TR 687 221908 RUS 2000 GRW ETF
ISHARES TR 2466 220609 CORE MSCI EAFE
QUEST DIAGNOSTICS INC 1265 219516 COM
SPDR GOLD TR 550 217971 GOLD SHS
JACOBS SOLUTIONS INC 1637 216838 COM
LEIDOS HOLDINGS INC 1197 215939 COM
CAPITAL ONE FINL CORP 883 214004 COM
TREX CO INC 6088 213568 COM
VANGUARD ADMIRAL FDS INC 480 213450 500 GRTH IDX F
VERIZON COMMUNICATIONS INC 5216 212456 COM
BOEING CO 977 212127 COM
DISNEY WALT CO 1826 208629 COM
BANK NEW YORK MELLON CORP 1797 208614 COM
PALANTIR TECHNOLOGIES INC 1171 208146 CL A
VERISK ANALYTICS INC 930 208032 COM
CUMMINS INC 386 197034 COM
SHERWIN WILLIAMS CO 604 195715 COM
SELECT SECTOR SPDR TR 4280 191359 STATE STREET ENE
CENTERPOINT ENERGY INC 4919 188595 COM
MICROCHIP TECHNOLOGY INC. 2916 185808 COM
GOLDMAN SACHS GROUP INC 207 181953 COM
UNITED THERAPEUTICS CORP DEL 373 181745 COM
FLEXSHARES TR 2200 177782 QUALT DIVD IDX
PHILIP MORRIS INTL INC 1100 177436 COM
PUBLIC STORAGE OPER CO 659 171011 COM
RENEW ENERGY GLOBAL PLC 30000 169500 CL A SHS
MORGAN STANLEY ETF TRUST 2009 169238 CALVERT US LARCP
TOWNEBANK PORTSMOUTH VA 5000 168200 COM
FVCBANKCORP INC 12074 167950 COM
VANECK ETF TRUST 9472 164908 VANECK SHRT MUNI
ISHARES TR 1337 164743 S&P 500 GRWT ETF
UNITED BANKSHARES INC WEST V 4159 161279 COM
TYLER TECHNOLOGIES INC 346 157067 COM
AB ACTIVE ETFS INC 3679 156689 INTL LOW VOLATLT
CBOE GLOBAL MKTS INC 622 156122 COM
ILLINOIS TOOL WKS INC 624 154007 COM
NOVARTIS AG 1116 153863 SPONSORED ADR
3M CO 950 152095 COM
SPDR S&P MIDCAP 400 ETF TR 250 151366 UTSER1 S&PDCRP
NIKE INC 2329 149129 CL B
DEERE & CO 318 148052 COM
VERALTO CORP 1471 146968 COM SHS
VANGUARD INTL EQUITY INDEX F 1995 146753 ALLWRLD EX US
BOOKING HOLDINGS INC 27 144594 COM
AMERICAN WTR WKS CO INC NEW 1099 143420 COM
CHIPOTLE MEXICAN GRILL INC 3859 142783 COM
VANGUARD ADMIRAL FDS INC 1267 140587 SMLLCP 600 IDX
VALERO ENERGY CORP 850 138372 COM
TEXAS INSTRS INC 793 137578 COM
ISHARES TR 1000 136940 RUS MD CP GR ETF
DOLLAR TREE INC 1105 135927 COM
SPROTT ASSET MANAGEMENT LP 3906 128977 PHYSICAL GOLD TR
ISHARES TR 913 128880 S&P SML 600 GWT
MEDTRONIC PLC 1322 127859 SHS
ISHARES TR 582 124950 US AER DEF ETF
VANGUARD WORLD FD 300 123831 MEGA GRWTH IND
CANADIAN NAT RES LTD 3600 123393 COM
SHOPIFY INC 755 121533 CL A SUB VTG SHS
WEC ENERGY GROUP INC 1128 118959 COM
SPDR INDEX SHS FDS 2663 118264 PORTFOLIO DEVLPD
CENCORA INC 350 118213 COM
BALL CORP 2205 116799 COM
BOSTON SCIENTIFIC CORP 1219 116232 COM
BROOKFIELD INFRAST PARTNERS 3200 111168 LP INT UNIT
TORTOISE CAPITAL SERIES TRUS 3121 110575 NORTH AMERN PIPE
GE HEALTHCARE TECHNOLOGIES I 1347 110495 COMMON STOCK
MARKEL GROUP INC 49 105333 COM
EAGLE FINL SVCS INC 2609 103826 COM
LATTICE STRATEGIES TR 2754 101830 HARTFORD MLT ETF
PRUDENTIAL FINL INC 900 101592 COM
ANALOG DEVICES INC 368 99802 COM
AT&T INC 4014 99708 COM
COOPER COS INC 1216 99664 COM
WATSCO INC 295 99401 COM
ISHARES TR 1663 99215 SELECT US REIT
CLOROX CO DEL 955 96267 COM
MORGAN STANLEY ETF TRUST 1340 95542 CALVERT INTERNAT
IDEXX LABS INC 141 95391 COM
TARGET CORP 974 95209 COM
CARRIER GLOBAL CORPORATION 1790 94584 COM
GLOBE LIFE INC 675 94406 COM
HUBBELL INC 210 93264 COM
PROSHARES TR 1600 92672 PSHS ULT S&P 500
SELECT SECTOR SPDR TR 2140 91357 STATE STREET UTI
S&P GLOBAL INC 169 88318 COM
AMPLIFY ETF TR 1095 88006 AMPLIFY CYBERSEC
MICRON TECHNOLOGY INC 301 85937 COM
UNILEVER PLC 1314 85936 SPON ADR NEW
VANGUARD INDEX FDS 473 83913 MCAP VL IDXVIP
FORTIVE CORP 1507 83202 COM
GLADSTONE COMMERCIAL CORP 7690 82053 COM
INNOVATOR ETFS TRUST 3000 80144 EQUITY DEFINED P
CME GROUP INC 290 79194 COM
DICKS SPORTING GOODS INC 400 79188 COM
LINDE PLC 185 78883 SHS
BLACKROCK ENERGY & RES TR 5800 78532 COM
FRANCO NEV CORP 376 77938 COM
BERKLEY W R CORP 1110 77834 COM
ALTRIA GROUP INC 1320 77511 COM
PG&E CORP 4775 76735 COM
UNITED AIRLS HLDGS INC 685 76597 COM
AES CORP 5300 76002 COM
VANGUARD WORLD FD 100 75378 INF TECH ETF
INTERNATIONAL FLAVORS&FRAGRA 1100 74529 COM
AMERIPRISE FINL INC 148 72571 COM
OTIS WORLDWIDE CORP 822 71802 COM
INVESCO EXCHANGE TRADED FD T 1200 71364 AI AND NEXT GEN
EXCHANGE TRADED CONCEPTS TRU 1010 70004 ROBO GLB ETF
TOOTSIE ROLL INDS INC 1909 69927 COM
QUALCOMM INC 408 69789 COM
PURE STORAGE INC 1000 67010 CL A
VANGUARD INTL EQUITY INDEX F 800 66888 FTSE EUROPE ETF
CINCINNATI FINL CORP 400 65676 COM
STRATEGY INC 427 64883 CL A NEW
PHILLIPS 66 500 64520 COM
GENERAL MLS INC 1382 64263 COM
VANGUARD INDEX FDS 230 64101 MCAP GR IDXVIP
ISHARES TR 406 64027 MICRO-CAP ETF
SCHWAB STRATEGIC TR 2250 61718 US DIVIDEND EQ
ZIMMER BIOMET HOLDINGS INC 678 61129 COM
DIMENSIONAL ETF TRUST 1275 59403 US MKTWIDE VALUE
NRG ENERGY INC 373 59397 COM NEW
WILLIAMS SONOMA INC 330 58935 COM
TOWER SEMICONDUCTOR LTD 500 58710 SHS NEW
AMETEK INC 285 58514 COM
ISHARES TR 1067 58376 MSCI EMG MKT ETF
FISERV INC 844 56692 COM
BROOKFIELD RENEWABLE PARTNER 2100 56637 PARTNERSHIP UNIT
DIGITAL RLTY TR INC 355 55356 COM
VANGUARD INTL EQUITY INDEX F 600 54240 FTSE PACIFIC ETF
WISDOMTREE TR 1597 53420 US SMALLCAP DIVD
SBA COMMUNICATIONS CORP NEW 270 52227 CL A
QNITY ELECTRONICS INC 613 50052 COMMON STOCK
NEWMONT CORP 496 49526 COM
DUPONT DE NEMOURS INC 1227 49326 COM
ISHARES TR 700 48818 FUTURE EXPONENTI
PROLOGIS INC. 379 48384 COM
INTEL CORP 1301 48007 COM
MASCO CORP 746 47342 COM
AMERICAN ELEC PWR CO INC 410 47317 COM
ISHARES BITCOIN TRUST ETF 950 47168 SHS BEN INT
VANGUARD SPECIALIZED FUNDS 203 44616 DIV APP ETF
KIMBERLY-CLARK CORP 426 43516 COM
SOUTHWEST GAS HLDGS INC 533 42651 COM
PRICE T ROWE GROUP INC 415 42488 COM
OREILLY AUTOMOTIVE INC 458 41775 COM
SOUTHWEST AIRLS CO 1003 41455 COM
ONEOK INC NEW 560 41160 COM
LYONDELLBASELL INDUSTRIES N 869 37628 SHS - A -
AUTODESK INC 126 37298 COM
ADVANCED MICRO DEVICES INC 173 37050 COM
HUNTINGTON INGALLS INDS INC 108 36728 COM
PLAINS ALL AMERN PIPELINE L 2000 35920 UNIT LTD PARTN
PPL CORP 1000 35293 COM
UNITED PARCEL SERVICE INC 355 35213 CL B
FIDELITY COVINGTON TRUST 600 34014 HIGH DIVID ETF
CARNIVAL CORP 1109 33869 UNIT 99/99/9999
ISHARES TR 514 33416 CORE 60/40 BALAN
ISHARES TR 293 33320 SP SMCP600VL ETF
AMERICAN WOODMARK CORPORATIO 600 32340 COM
VANGUARD INDEX FDS 356 31526 REAL ESTATE ETF
EBAY INC. 358 31182 COM
THE CIGNA GROUP 111 30551 COM
ENERGY TRANSFER L P 1844 30408 COM UT LTD PTN
SELECT SECTOR SPDR TR 735 29658 STATE STREET REA
M & T BK CORP 147 29618 COM
SPDR INDEX SHS FDS 586 29574 MSCI EAFE FS ETF
PNC FINL SVCS GROUP INC 138 28805 COM
INNOVATOR ETFS TRUST 1130 28680 EQUITY DEF PROTN
ISHARES TR 245 27911 EAFE GRWTH ETF
PPG INDS INC 260 26640 COM
ISHARES TR 77 26409 S&P 100 ETF
ISHARES INC 411 26312 MSCI EMERG MRKT
CHENIERE ENERGY PARTNERS LP 485 25938 COM UNIT
DELL TECHNOLOGIES INC 206 25932 CL C
WASTE MGMT INC DEL 118 25926 COM
WELLTOWER INC 137 25429 COM
RALLIANT CORP 493 25099 COM
SELECT SECTOR SPDR TR 174 25051 STATE STREET TEC
INNOVATOR ETFS TRUST 900 24153 EQUITY DEFIN 1YR
HOWMET AEROSPACE INC 117 23988 COM
CROWDSTRIKE HLDGS INC 51 23907 CL A
WHEATON PRECIOUS METALS CORP 200 23504 COM
YUM CHINA HLDGS INC 480 22916 COM
ELECTRONIC ARTS INC 110 22477 COM
HALLIBURTON CO 778 21987 COM
VANGUARD INTL EQUITY INDEX F 150 21500 FTSE SMCAP ETF
ISHARES TR 330 21483 US HLTHCARE ETF
EQT CORP 400 21440 COM
GENUINE PARTS CO 170 21079 COM
DORIAN LPG LTD 860 20933 SHS USD
PAYPAL HLDGS INC 358 20901 COM
WARNER BROS DISCOVERY INC 720 20751 COM SER A
SEMPRA 229 20367 COM
PACCAR INC 183 20297 COM
NEWMARKET CORP 29 20018 COM
C H ROBINSON WORLDWIDE INC 124 20013 COM NEW
SLB LIMITED 514 19870 COM STK
FREEPORT-MCMORAN INC 390 19809 CL B
HCA HEALTHCARE INC 42 19609 COM
CHURCH & DWIGHT CO INC 227 19034 COM
VANGUARD WORLD FD 150 18888 ENERGY ETF
GENCOR INDS INC 1450 18792 COM
SPROTT ASSET MANAGEMENT LP 400 18320 PHYSICAL GOLD AN
GILEAD SCIENCES INC 148 18166 COM
MATCH GROUP INC NEW 556 17966 COM
DOLLAR GEN CORP NEW 135 17924 COM
JOHNSON CTLS INTL PLC 147 17604 SHS
UBER TECHNOLOGIES INC 214 17486 COM
ISHARES TR 130 16748 ESG MSCI KLD 400
CONSOLIDATED EDISON INC 165 16388 COM
VERTEX PHARMACEUTICALS INC 36 16321 COM
EMBRAER S.A. 250 16093 SPONSORED ADS
EVERGY INC 220 15948 COM
INVESCO EXCHANGE TRADED FD T 140 15941 S&P 500 GARP ETF
KAYNE ANDERSON ENERGY INFRST 1266 15674 COM
GLOBAL X FDS 491 15160 EMERGING MKT GRT
ISHARES TR 107 15132 RUS MDCP VAL ETF
SOUTHERN CO 170 14786 COM
INVESCO EXCH TRADED FD TR II 265 14780 INVESCO PHLX SM
SPDR INDEX SHS FDS 310 14512 PORTFOLIO EMG MK
ISHARES TR 300 14436 CYBERSECURITY
BROOKFIELD CORP 312 14318 CL A LTD VT SH
ENERGIZER HLDGS INC NEW 707 14063 COM
ENTERGY CORP NEW 152 14059 COM
PROVIDENT FINL SVCS INC 709 14003 COM
AIRBNB INC 101 13708 COM CL A
REALTY INCOME CORP 238 13481 COM
FIRST TR EXCHANGE-TRADED FD 50 13459 DJ INTERNT IDX
VANGUARD INTL EQUITY INDEX F 95 13401 TT WRLD ST ETF
SPOTIFY TECHNOLOGY S A 23 13357 SHS
ALIBABA GROUP HLDG LTD 89 13046 SPONSORED ADS
SPDR INDEX SHS FDS 300 12794 MSCI EMR MKT ETF
SPDR INDEX SHS FDS 188 12753 S&P NORTH AMER
NOVO-NORDISK A S 250 12720 ADR
NEW YORK TIMES CO 180 12496 CL A
TORTOISE ENERGY INFRA CORP 298 12189 COM
INVESCO EXCHANGE TRADED FD T 125 11574 BUILDING & CONST
ANNALY CAPITAL MANAGEMENT IN 500 11530 COM NEW
SNOWFLAKE INC 52 11407 COM SHS
ISHARES TR 159 11355 EAFE VALUE ETF
GRAYSCALE BITCOIN TRUST ETF 166 11348 SHS REP COM UT
BROOKFIELD INFRASTRUCTURE CO 249 11305 COM SUB VTG A
SELECT SECTOR SPDR TR 73 11301 STATE STREET HEA
CARLISLE COS INC 35 11196 COM
INVESCO EXCHANGE TRADED FD T 71 11121 AEROSPACE DEFN
STARBUCKS CORP 130 10948 COM
ONE GAS INC 140 10815 COM
EOG RES INC 100 10501 COM
FEDEX CORP 36 10399 COM
TE CONNECTIVITY PLC 45 10238 ORD SHS
DIMENSIONAL ETF TRUST 170 10122 US TARGETED VLU
VONTIER CORPORATION 268 9965 COM
COGNIZANT TECHNOLOGY SOLUTIO 120 9960 CL A
NUSCALE PWR CORP 700 9919 CL A COM
ISHARES TR 236 9896 GLOBAL ENERG ETF
GSK PLC 198 9796 SPONSORED ADR
REPUBLIC SVCS INC 46 9749 COM
SOLSTICE ADVANCED MATLS INC 199 9668 COM SHS
ISHARES TR 200 9636 FUTURE AI & TECH
AEGON LTD 1249 9630 AMER REG 1 CERT
STANLEY BLACK & DECKER INC 126 9360 COM
INTERNATIONAL TOWER HILL MIN 5000 9300 COM
PAYCHEX INC 80 8975 COM
CROWN CASTLE INC 100 8887 COM
KYNDRYL HLDGS INC 327 8686 COMMON STOCK
ULTA BEAUTY INC 14 8471 COM
ISHARES TR 50 8439 ISHARES BIOTECH
FIRST TR EXCHANGE TRADED FD 121 8406 RISNG DIVD ACHIV
CONSTELLATION BRANDS INC 60 8278 CL A
KRAFT HEINZ CO 337 8173 COM
GENERAL MTRS CO 100 8132 COM
VANGUARD INDEX FDS 25 7870 LARGE CAP ETF
VODAFONE GROUP PLC NEW 589 7782 SPONSORED ADR
VISTRA CORP 48 7744 COM
NXP SEMICONDUCTORS N V 34 7381 COM
MOSAIC CO NEW 305 7348 COM
SHELL PLC 100 7348 SPON ADS
VANGUARD WORLD FD 28 7033 MEGA CAP INDEX
TEVA PHARMACEUTICAL INDS LTD 216 6742 SPONSORED ADS
CORNING INC 73 6392 COM
KROGER CO 100 6248 COM
ISHARES TR 45 5813 EXPND TEC SC ETF
SOLVENTUM CORP 72 5706 COM SHS
CORTEVA INC 85 5698 COM
ROYAL CARIBBEAN GROUP 20 5599 COM
ISHARES TR 58 5586 US HOME CONS ETF
GRAHAM HLDGS CO 5 5493 COM CL B
MCCORMICK & CO INC 78 5313 COM NON VTG
MARRIOTT VACATIONS WORLDWIDE 90 5265 COM
ISHARES TR 55 5230 ESG AW MSCI EAFE
VANGUARD SCOTTSDALE FDS 89 5227 SHORT TERM TREAS
INSMED INC 30 5222 COM PAR $.01
GRAYSCALE BITCOIN MINI TR ET 134 5190 SHS NEW
ILLUMINA INC 39 5116 COM
VANGUARD WORLD FD 17 4894 HEALTH CAR ETF
BAKER HUGHES COMPANY 107 4873 CL A
MAGNUM ICE CREAM CO NV 297 4708 ORD SHS
GLOBAL X FDS 71 4617 DEFENSE TECH ETF
BAXTER INTL INC 240 4587 COM
SPINNAKER ETF SERIES 107 4508 SELECT STOXX EUR
ISHARES TR 12 4482 RUS 1000 ETF
ASML HOLDING N V 4 4280 N Y REGISTRY SHS
FIRST SOLAR INC 15 3919 COM
WABTEC 17 3629 COM
ELME COMMUNITIES 200 3480 SH BEN INT
MORGAN STANLEY 19 3374 COM NEW
GLOBAL X FDS 70 3137 GLOBAL X URANIUM
ETF SER SOLUTIONS 110 3098 US GLB JETS
INVESCO EXCHANGE TRADED FD T 40 3002 S&P500 QUALITY
BROOKFIELD ASSET MANAGMT LTD 51 2672 CL A LMT VTG SHS
LENNAR CORP 25 2570 CL A
MP MATERIALS CORP 50 2526 COM CL A
ISHARES TR 23 2493 U.S. UTILITS ETF
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VIPER ENERGY INC 62 2396 CL A
SELECT SECTOR SPDR TR 20 2389 STATE STREET CON
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DENTSPLY SIRONA INC 200 2286 COM
AZZ INC 21 2257 COM
INVESCO ACTVELY MNGD ETC FD 160 2120 OPTIMUM YIELD
NEOGEN CORP 300 2097 COM
ISHARES TR 59 2001 US TELECOM ETF
DOW INC 85 1988 COM