FINANCIAL CONSULATE, INC - 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, FINANCIAL CONSULATE, INC held in its portfolio 500 assets valued at $731,401,436 (i.e. $731.40M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($139.98M), DIMENSIONAL ETF TRUST ($75.61M), and PIMCO EQUITY SER ($64.14M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
FINANCIAL CONSULATE, INC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 5201944 | 139984314 | US LRG CAP ETF |
| DIMENSIONAL ETF TRUST | 1988141 | 75609019 | US HIGH PROFITAB |
| PIMCO EQUITY SER | 1669238 | 64141817 | RAFI DYN MULTI |
| SCHWAB STRATEGIC TR | 1823619 | 43839803 | INTL EQTY ETF |
| DIMENSIONAL ETF TRUST | 1195150 | 37844433 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 424499 | 29574819 | US SMALL CAP ETF |
| VANGUARD MALVERN FDS | 557604 | 27579115 | STRM INFPROIDX |
| SCHWAB STRATEGIC TR | 1019275 | 27082128 | FUNDAMENTAL US B |
| SCHWAB STRATEGIC TR | 794902 | 21804152 | US DIVIDEND EQ |
| FRANKLIN TEMPLETON ETF TR | 380180 | 21388912 | US MID CP MLTFCT |
| APPLE INC | 78098 | 21231725 | COM |
| T ROWE PRICE ETF INC | 441925 | 16890374 | CAP APPRECIATION |
| SCHWAB STRATEGIC TR | 441510 | 15920851 | FUNDAMENTAL EMER |
| MCCORMICK & CO INC | 183409 | 12491984 | COM NON VTG |
| PGIM ETF TR | 229710 | 11391319 | PGIM ULTRA SH BD |
| SCHWAB STRATEGIC TR | 234290 | 10592247 | FUNDAMENTAL INTL |
| SPDR INDEX SHS FDS | 67018 | 9300139 | ASIA PACIF ETF |
| PATRICK INDS INC | 52645 | 5708298 | COM |
| NVIDIA CORPORATION | 27400 | 5110042 | COM |
| PIMCO EQUITY SER | 76168 | 4312178 | RAFI DYN ML US |
| MICROSOFT CORP | 8313 | 4020225 | COM |
| VANGUARD INDEX FDS | 5972 | 3745275 | S&P 500 ETF SHS |
| SPDR INDEX SHS FDS | 44796 | 3436287 | PORTFLI MSCI GBL |
| SCHWAB STRATEGIC TR | 110723 | 2904275 | US BRD MKT ETF |
| AMAZON COM INC | 11774 | 2717611 | COM |
| PNC FINL SVCS GROUP INC | 12423 | 2593023 | COM |
| ISHARES TR | 3773 | 2584084 | CORE S&P500 ETF |
| 10X GENOMICS INC | 156457 | 2551814 | CL A COM |
| DIMENSIONAL ETF TRUST | 41870 | 2492940 | US TARGETED VLU |
| ALPHABET INC | 7301 | 2291075 | CAP STK CL C |
| ALPHABET INC | 6110 | 1912485 | CAP STK CL A |
| SCHWAB STRATEGIC TR | 58288 | 1901354 | US LCAP GR ETF |
| LOCKHEED MARTIN CORP | 3412 | 1650207 | COM |
| MOUNT LOGAN CAP INC | 187908 | 1550246 | COM |
| VANGUARD WORLD FD | 1999 | 1506807 | INF TECH ETF |
| MASTERCARD INCORPORATED | 2560 | 1461638 | CL A |
| RTX CORPORATION | 7830 | 1435962 | COM |
| ELI LILLY & CO | 1235 | 1326852 | COM |
| JPMORGAN CHASE & CO. | 4028 | 1297948 | COM |
| CATERPILLAR INC | 2213 | 1268034 | COM |
| CONSTELLATION ENERGY CORP | 3506 | 1238712 | COM |
| SPDR SERIES TRUST | 16274 | 1203801 | STATE STREET SPD |
| EXXON MOBIL CORP | 9766 | 1175254 | COM |
| TESLA INC | 2600 | 1169302 | COM |
| SCHWAB CHARLES CORP | 11193 | 1118303 | COM |
| PROCTER AND GAMBLE CO | 7656 | 1097206 | COM |
| ISHARES TR | 7293 | 1084395 | CORE S&P TTL STK |
| BERKSHIRE HATHAWAY INC DEL | 2155 | 1082960 | CL B NEW |
| SPDR INDEX SHS FDS | 30097 | 1081068 | MSCI ACWI EXUS |
| COSTCO WHSL CORP NEW | 1237 | 1066502 | COM |
| VISA INC | 2881 | 1010321 | COM CL A |
| UNITED PARCEL SERVICE INC | 9841 | 976131 | CL B |
| BANDWIDTH INC | 1112000 | 972408 | NOTE 0.500pcnt 4/0 |
| TJX COS INC NEW | 6297 | 967223 | COM |
| DOCUSIGN INC | 14073 | 962594 | COM |
| MGP INGREDIENTS INC NEW | 987000 | 955010 | NOTE 1.875pcnt11/1 |
| PENNYMAC CORP | 932000 | 954643 | NOTE 5.500pcnt 3/1 |
| BLACKSTONE MORTGAGE TRUST IN | 953000 | 947838 | NOTE 5.500pcnt 3/1 |
| MERCK & CO INC | 8703 | 916074 | COM |
| PEBBLEBROOK HOTEL TR | 894000 | 863551 | NOTE 1.750pcnt12/1 |
| FASTENAL CO | 20535 | 824070 | COM |
| DANAHER CORPORATION | 3300 | 755454 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| HOME DEPOT INC | 2126 | 731590 | COM |
| MCDONALDS CORP | 2350 | 718213 | COM |
| JOHNSON & JOHNSON | 3355 | 694339 | COM |
| VANGUARD INDEX FDS | 2066 | 692621 | TOTAL STK MKT |
| SCHWAB STRATEGIC TR | 22965 | 690545 | US MID-CAP ETF |
| ABBVIE INC | 3008 | 687257 | COM |
| HEICO CORP NEW | 2596 | 655309 | CL A |
| HEWLETT PACKARD ENTERPRISE C | 27168 | 652575 | COM |
| UBER TECHNOLOGIES INC | 7808 | 637992 | COM |
| INTERNATIONAL BUSINESS MACHS | 2096 | 620994 | COM |
| SNAP INC | 655000 | 608678 | NOTE 5/0 |
| SUMMIT HOTEL PPTYS | 599000 | 594974 | NOTE 1.500pcnt 2/1 |
| META PLATFORMS INC | 887 | 585556 | CL A |
| CSX CORP | 15875 | 575469 | COM |
| REDFIN CORP | 612000 | 574140 | NOTE 0.500pcnt 4/0 |
| CHEVRON CORP NEW | 3717 | 566583 | COM |
| AT&T INC | 21910 | 544250 | COM |
| INTUITIVE SURGICAL INC | 954 | 540308 | COM NEW |
| SELECT SECTOR SPDR TR | 4699 | 534658 | STATE STREET CON |
| ISHARES TR | 5203 | 519676 | CORE US AGGBD ET |
| UNITED RENTALS INC | 634 | 513109 | COM |
| VANGUARD CHARLOTTE FDS | 10526 | 508617 | TOTAL INT BD ETF |
| ISHARES TR | 1070 | 506431 | RUS 1000 GRW ETF |
| TRANSDIGM GROUP INC | 373 | 496035 | COM |
| VANGUARD WORLD FD | 1656 | 494184 | INDUSTRIAL ETF |
| PEPSICO INC | 3430 | 492335 | COM |
| EXELON CORP | 11284 | 491876 | COM |
| SERVICENOW INC | 3180 | 487145 | COM |
| MONOLITHIC PWR SYS INC | 528 | 478559 | COM |
| VULCAN MATLS CO | 1630 | 464909 | COM |
| CBRE GROUP INC | 2865 | 460664 | CL A |
| SCHWAB STRATEGIC TR | 19368 | 452631 | US AGGREGATE B |
| ASML HOLDING N V | 420 | 449342 | N Y REGISTRY SHS |
| CADENCE DESIGN SYSTEM INC | 1331 | 416044 | COM |
| ISHARES TR | 3428 | 411976 | CORE S&P SCP ETF |
| MARSH & MCLENNAN COS INC | 2218 | 411484 | COM |
| VEEVA SYS INC | 1769 | 394894 | CL A COM |
| CENCORA INC | 1159 | 391453 | COM |
| MOODYS CORP | 764 | 390088 | COM |
| S&P GLOBAL INC | 721 | 376788 | COM |
| THERMO FISHER SCIENTIFIC INC | 650 | 376492 | COM |
| WASTE CONNECTIONS INC | 2123 | 372290 | COM |
| LAM RESEARCH CORP | 2157 | 369236 | COM NEW |
| VANGUARD WORLD FD | 1258 | 362153 | HEALTH CAR ETF |
| SPECTRUM BRANDS INC | 378000 | 356565 | NOTE 3.375pcnt 6/0 |
| UNITEDHEALTH GROUP INC | 1075 | 354796 | COM |
| NETFLIX INC | 3723 | 349069 | COM |
| INTUIT | 522 | 345784 | COM |
| LINDE PLC | 787 | 335544 | SHS |
| AMERICAN EXPRESS CO | 892 | 330138 | COM |
| GOLDMAN SACHS GROUP INC | 373 | 327984 | COM |
| SHERWIN WILLIAMS CO | 975 | 315930 | COM |
| WESBANCO INC | 9127 | 303382 | COM |
| HONEYWELL INTL INC | 1554 | 303076 | COM |
| GUIDEWIRE SOFTWARE INC | 1480 | 297495 | COM |
| L3HARRIS TECHNOLOGIES INC | 997 | 292690 | COM |
| ABBOTT LABS | 2321 | 290837 | COM |
| ADAMS DIVERSIFIED EQUITY FD | 12390 | 288939 | COM |
| ADVANCED MICRO DEVICES INC | 1348 | 288688 | COM |
| AMETEK INC | 1404 | 288256 | COM |
| SOUTHERN COPPER CORP | 2004 | 287502 | COM |
| GE AEROSPACE | 929 | 286014 | COM NEW |
| ECOLAB INC | 1087 | 285360 | COM |
| WEST PHARMACEUTICAL SVSC INC | 1014 | 278992 | COM |
| PROCORE TECHNOLOGIES INC | 3816 | 277576 | COM |
| SCHWAB STRATEGIC TR | 9662 | 275167 | US SML CAP ETF |
| TEXAS INSTRS INC | 1506 | 261276 | COM |
| CISCO SYS INC | 3385 | 260782 | COM |
| KINSALE CAP GROUP INC | 666 | 260486 | COM |
| COPART INC | 6552 | 256511 | COM |
| TYLER TECHNOLOGIES INC | 564 | 256028 | COM |
| INVESCO EXCHANGE TRADED FD T | 5427 | 253316 | S&P500 PUR GWT |
| TRUIST FINL CORP | 5106 | 251274 | COM |
| COCA COLA CO | 3574 | 249883 | COM |
| VERIZON COMMUNICATIONS INC | 6107 | 248739 | COM |
| KIMBERLY-CLARK CORP | 2444 | 246576 | COM |
| BROADCOM INC | 712 | 246421 | COM |
| VAALCO ENERGY INC | 66900 | 243516 | COM NEW |
| MOTOROLA SOLUTIONS INC | 630 | 241492 | COM NEW |
| MICRON TECHNOLOGY INC | 842 | 240351 | COM |
| MCCORMICK & CO INC | 3482 | 236811 | COM VTG |
| SPDR GOLD TR | 590 | 233823 | GOLD SHS |
| TAIWAN SEMICONDUCTOR MFG LTD | 765 | 232352 | SPONSORED ADS |
| ROYAL CARIBBEAN GROUP | 816 | 227661 | COM |
| DUKE ENERGY CORP NEW | 1941 | 227553 | COM NEW |
| BANK AMERICA CORP | 4126 | 226944 | COM |
| SYNOPSYS INC | 483 | 226875 | COM |
| COSTAR GROUP INC | 3360 | 225927 | COM |
| ALLSTATE CORP | 1084 | 225635 | COM |
| BLOOM ENERGY CORP | 2584 | 224524 | COM CL A |
| AXSOME THERAPEUTICS INC | 1217 | 222273 | COM |
| TEXTRON INC | 2531 | 220628 | COM |
| BECTON DICKINSON & CO | 1121 | 217553 | COM |
| MANHATTAN ASSOCIATES INC | 1251 | 216811 | COM |
| WALMART INC | 1935 | 215574 | COM |
| INVESCO QQQ TR | 345 | 212006 | UNIT SER 1 |
| VANGUARD SPECIALIZED FUNDS | 957 | 210382 | DIV APP ETF |
| BLACKSTONE INC | 1340 | 206548 | COM |
| AMERICAN ELEC PWR CO INC | 1699 | 195892 | COM |
| AFLAC INC | 1708 | 188342 | COM |
| 3M CO | 1169 | 187219 | COM |
| TARGA RES CORP | 1009 | 186161 | COM |
| ISHARES TR | 3329 | 179367 | ISHS 5-10YR INVT |
| M & T BK CORP | 890 | 179232 | COM |
| WASTE MGMT INC DEL | 813 | 178720 | COM |
| DISNEY WALT CO | 1569 | 178499 | COM |
| BIO-TECHNE CORP | 2972 | 174784 | COM |
| FIRST TR EXCHANGE-TRADED FD | 647 | 174160 | DJ INTERNT IDX |
| GE VERNOVA INC | 263 | 171961 | COM |
| VANGUARD INTL EQUITY INDEX F | 2055 | 171796 | FTSE EUROPE ETF |
| OMEGA HEALTHCARE INVS INC | 3847 | 170558 | COM |
| MARRIOTT VACATIONS WORLDWIDE | 170000 | 168243 | NOTE 1/1 |
| ISHARES TR | 606 | 167826 | RUS TP200 GR ETF |
| MSCI INC | 292 | 167530 | COM |
| HERSHEY CO | 904 | 164595 | COM |
| GLOBAL X FDS | 1977 | 162563 | S&P 500 CATHOLIC |
| OMNICOM GROUP INC | 2008 | 162146 | COM |
| METLIFE INC | 2044 | 161372 | COM |
| VANGUARD WORLD FD | 1184 | 158053 | FINANCIALS ETF |
| CAPITAL ONE FINL CORP | 652 | 157967 | COM |
| ISHARES BITCOIN TRUST ETF | 3141 | 155951 | SHS BEN INT |
| CARRIER GLOBAL CORPORATION | 2949 | 155826 | COM |
| STIFEL FINL CORP | 1243 | 155649 | COM |
| INTEL CORP | 4187 | 154510 | COM |
| VANGUARD INTL EQUITY INDEX F | 1706 | 154257 | FTSE PACIFIC ETF |
| NEXTERA ENERGY INC | 1906 | 153018 | COM |
| WATTS WATER TECHNOLOGIES INC | 550 | 151811 | CL A |
| ISHARES TR | 1073 | 151465 | S&P SML 600 GWT |
| ASTRAZENECA PLC | 1621 | 149019 | SPONSORED ADR |
| BRISTOL-MYERS SQUIBB CO | 2750 | 148326 | COM |
| GREENLIGHT CAPITAL RE LTD | 9736 | 141951 | CLASS A |
| VANGUARD WORLD FD | 337 | 139104 | MEGA GRWTH IND |
| MGIC INVT CORP WIS | 4744 | 138620 | COM |
| VANGUARD ADMIRAL FDS INC | 1241 | 137754 | SMLLCP 600 IDX |
| VANGUARD SCOTTSDALE FDS | 1717 | 136897 | SHRT TRM CORP BD |
| ISHARES TR | 396 | 135817 | S&P 100 ETF |
| DATADOG INC | 973 | 132319 | CL A COM |
| VANGUARD TAX-MANAGED FDS | 2110 | 131824 | VAN FTSE DEV MKT |
| LENNAR CORP | 1282 | 131780 | CL A |
| VANGUARD ADMIRAL FDS INC | 1344 | 131368 | SMLCP 600 VAL |
| F N B CORP | 7675 | 131243 | COM |
| LAMAR ADVERTISING CO NEW | 1024 | 129608 | CL A |
| QUALCOMM INC | 745 | 127433 | COM |
| SELECT SECTOR SPDR TR | 2838 | 126907 | STATE STREET ENE |
| PALO ALTO NETWORKS INC | 684 | 125993 | COM |
| OTIS WORLDWIDE CORP | 1438 | 125610 | COM |
| ISHARES TR | 1126 | 124074 | IBOXX INV CP ETF |
| DIMENSIONAL ETF TRUST | 2535 | 118106 | US MKTWIDE VALUE |
| BOOZ ALLEN HAMILTON HLDG COR | 1398 | 117936 | CL A |
| FIRST SOLAR INC | 450 | 117554 | COM |
| APPLOVIN CORP | 173 | 116571 | COM CL A |
| DEERE & CO | 249 | 115927 | COM |
| NUCOR CORP | 701 | 114301 | COM |
| AMGEN INC | 349 | 114232 | COM |
| THE CIGNA GROUP | 413 | 113753 | COM |
| VANGUARD INDEX FDS | 232 | 113184 | GROWTH ETF |
| SELECT SECTOR SPDR TR | 961 | 113129 | STATE STREET COM |
| ACCENTURE PLC IRELAND | 420 | 112686 | SHS CLASS A |
| CROWDSTRIKE HLDGS INC | 235 | 110159 | CL A |
| SRH TOTAL RETURN FUND INC | 5893 | 109261 | COM |
| U HAUL HOLDING COMPANY | 2322 | 108531 | COM SER N |
| TRAVELERS COMPANIES INC | 372 | 107903 | COM |
| FIDELITY COVINGTON TRUST | 2390 | 105471 | SML MID MLTFCT |
| NEWSMAX INC | 13640 | 105438 | COM SHS CLASS B |
| SPDR DOW JONES INDL AVERAGE | 216 | 103929 | UT SER 1 |
| DOMINION ENERGY INC | 1757 | 102930 | COM |
| SELECT SECTOR SPDR TR | 708 | 101931 | STATE STREET TEC |
| FLAHERTY & CRUMRINE PFD SECS | 6146 | 101467 | COM |
| ISHARES TR | 1998 | 99930 | CORE INTL AGGR |
| WELLS FARGO CO NEW | 1058 | 98588 | COM |
| AMEREN CORP | 970 | 96865 | COM |
| VANGUARD STAR FDS | 1277 | 96332 | VG TL INTL STK F |
| VANGUARD WORLD FD | 519 | 96105 | UTILITIES ETF |
| NATIONAL FUEL GAS CO | 1191 | 95352 | COM |
| INVESCO EXCHANGE TRADED FD T | 497 | 95206 | S&P500 EQL WGT |
| VANGUARD WORLD FD | 378 | 94943 | MEGA CAP INDEX |
| BOEING CO | 437 | 94912 | COM |
| MARATHON PETE CORP | 582 | 94651 | COM |
| CARPENTER TECHNOLOGY CORP | 300 | 94452 | COM |
| EVERUS CONSTR GROUP | 1100 | 94116 | COM |
| ISHARES SILVER TR | 1458 | 93925 | ISHARES |
| PUBLIC SVC ENTERPRISE GRP IN | 1146 | 91996 | COM |
| ISHARES TR | 1795 | 90558 | 10+ YR INVST GRD |
| WARNER BROS DISCOVERY INC | 3005 | 86605 | COM SER A |
| ISHARES TR | 1741 | 86510 | CORE LT USDB ETF |
| POWER SOLUTIONS INTL INC | 1505 | 85996 | COM NEW |
| WORKDAY INC | 400 | 85912 | CL A |
| ARGENX SE | 102 | 85777 | SPONSORED ADR |
| CONOCOPHILLIPS | 899 | 84156 | COM |
| ISHARES TR | 818 | 83878 | CORE S&P US VLU |
| AGNICO EAGLE MINES LTD | 494 | 83748 | COM |
| LEIDOS HOLDINGS INC | 460 | 83060 | COM |
| SNOWFLAKE INC | 370 | 81164 | COM SHS |
| ARCHER DANIELS MIDLAND CO | 1403 | 80642 | COM |
| ARISTA NETWORKS INC | 605 | 79274 | COM SHS |
| DIMENSIONAL ETF TRUST | 2413 | 78978 | WORLD EX US CORE |
| PRICE T ROWE GROUP INC | 766 | 78377 | COM |
| ALIBABA GROUP HLDG LTD | 528 | 77395 | SPONSORED ADS |
| VANGUARD ADMIRAL FDS INC | 636 | 77138 | SMLCP 600 GRTH |
| SLB LIMITED | 2005 | 76952 | COM STK |
| AMERICAN TOWER CORP NEW | 437 | 76782 | COM |
| WHEATON PRECIOUS METALS CORP | 650 | 76388 | COM |
| SALESFORCE INC | 286 | 75770 | COM |
| ISHARES TR | 3270 | 75292 | US TREAS BD ETF |
| PROSHARES TR | 1067 | 75160 | PSHS ULTRA QQQ |
| SUN LIFE FINANCIAL INC. | 1200 | 74880 | COM |
| ISHARES TR | 438 | 73558 | CORE S&P US GWT |
| WISDOMTREE TR | 1418 | 73169 | US MIDCAP DIVID |
| LCI INDS | 600 | 72804 | COM |
| ISHARES TR | 225 | 72678 | RUS 2000 GRW ETF |
| XCEL ENERGY INC | 982 | 72560 | COM |
| VERALTO CORP | 726 | 72396 | COM SHS |
| WISDOMTREE TR | 1500 | 69435 | INDIA ERNGS FD |
| ISHARES TR | 329 | 69202 | RUS 1000 VAL ETF |
| ARK ETF TR | 466 | 68858 | NEXT GNRTN INTER |
| ELBIT SYS LTD | 118 | 68170 | ORD |
| WEC ENERGY GROUP INC | 644 | 67886 | COM |
| ERIE INDTY CO | 236 | 67650 | CL A |
| ISHARES TR | 316 | 67015 | S&P 500 VAL ETF |
| FORD MTR CO | 5101 | 66924 | COM |
| HAEMONETICS CORP MASS | 68000 | 66914 | NOTE 3/0 |
| AVERY DENNISON CORP | 362 | 65841 | COM |
| EATON CORP PLC | 205 | 65295 | SHS |
| HOWMET AEROSPACE INC | 315 | 64582 | COM |
| NUVEEN QUALITY MUNCP INCOME | 5330 | 64070 | COM |
| ONEOK INC NEW | 871 | 64019 | COM |
| CUMMINS INC | 125 | 63807 | COM |
| TRANE TECHNOLOGIES PLC | 160 | 62272 | SHS |
| DOLLAR TREE INC | 504 | 61998 | COM |
| SUPER MICRO COMPUTER INC | 2100 | 61467 | COM NEW |
| APPLIED MATLS INC | 239 | 61421 | COM |
| INVESCO EXCHANGE TRADED FD T | 1265 | 59354 | RAFI US 1000 ETF |
| VANGUARD INDEX FDS | 668 | 59112 | REAL ESTATE ETF |
| NMI HLDGS INC | 1425 | 58126 | COM |
| OKLO INC | 800 | 57408 | COM CL A |
| ACNB CORP | 1150 | 55603 | COM |
| INGLES MKTS INC | 800 | 54840 | CL A |
| ADMA BIOLOGICS INC | 3000 | 54720 | COM |
| PHILIP MORRIS INTL INC | 341 | 54697 | COM |
| VANGUARD INTL EQUITY INDEX F | 1017 | 54654 | FTSE EMR MKT ETF |
| ELEVANCE HEALTH INC FORMERLY | 156 | 54517 | COM |
| PARKER-HANNIFIN CORP | 62 | 54496 | COM |
| TOAST INC | 1500 | 53265 | CL A |
| VANGUARD INDEX FDS | 274 | 52332 | VALUE ETF |
| RPM INTL INC | 500 | 52000 | COM |
| HUNTINGTON BANCSHARES INC | 2975 | 51617 | COM |
| BUILDERS FIRSTSOURCE INC | 500 | 51445 | COM |
| ROCKET LAB CORP | 735 | 51274 | COM |
| COLGATE PALMOLIVE CO | 648 | 51205 | COM |
| SOUTHERN CO | 585 | 50976 | COM |
| SPDR S&P 500 ETF TR | 75 | 50900 | TR UNIT |
| ISHARES TR | 445 | 50695 | EAFE GRWTH ETF |
| PAYPAL HLDGS INC | 867 | 50616 | COM |
| J P MORGAN EXCHANGE TRADED F | 864 | 49456 | EQUITY PREMIUM |
| PRINCIPAL FINANCIAL GROUP IN | 551 | 48604 | COM |
| ISHARES TR | 495 | 48213 | GLOB HLTHCRE ETF |
| ATLANTIC UN BANKSHARES CORP | 1354 | 47797 | COM |
| COMCAST CORP NEW | 1594 | 47655 | CL A |
| DUCOMMUN INC DEL | 500 | 47565 | COM |
| SOLSTICE ADVANCED MATLS INC | 978 | 47512 | COM SHS |
| STANDEX INTL CORP | 218 | 47368 | COM |
| VANGUARD WHITEHALL FDS | 329 | 47266 | HIGH DIV YLD |
| COHERENT CORP | 255 | 47066 | COM |
| VANGUARD SCOTTSDALE FDS | 469 | 46691 | VNG RUS2000IDX |
| ISHARES TR | 377 | 46470 | S&P 500 GRWT ETF |
| STARBUCKS CORP | 548 | 46148 | COM |
| PFIZER INC | 1843 | 45897 | COM |
| SPX TECHNOLOGIES INC | 228 | 45614 | COM |
| CORE NATURAL RESOURCES INC | 513 | 45406 | COM SHS |
| MIDCAP FINANCIAL INVSTMNT CO | 3968 | 45395 | COM NEW |
| ARK ETF TR | 395 | 45291 | AUTNMUS TECHNLGY |
| SUNCOR ENERGY INC NEW | 1007 | 44671 | COM |
| VANGUARD ADMIRAL FDS INC | 100 | 44640 | 500 GRTH IDX F |
| ISHARES TR | 506 | 44103 | 20 YR TR BD ETF |
| MONDELEZ INTL INC | 814 | 43838 | CL A |
| ELECTROMED INC | 1500 | 43680 | COM |
| AMER SPORTS INC | 1159 | 43289 | COM SHS |
| EASTMAN CHEM CO | 673 | 42958 | COM |
| VANGUARD WORLD FD | 109 | 42878 | CONSUM DIS ETF |
| CINEMARK HLDGS INC | 1800 | 41832 | COM |
| GENERAL DYNAMICS CORP | 124 | 41608 | COM |
| NLIGHT INC | 1100 | 41261 | COM |
| INTERDIGITAL INC | 129 | 41072 | COM |
| PHILLIPS 66 | 315 | 40706 | COM |
| KOPPERS HOLDINGS INC | 1500 | 40620 | COM |
| DELL TECHNOLOGIES INC | 319 | 40191 | CL C |
| ILLINOIS TOOL WKS INC | 163 | 40147 | COM |
| D-WAVE QUANTUM INC | 1521 | 39775 | COM |
| UNITED STS OIL FD LP | 575 | 39767 | UNITS |
| CVS HEALTH CORP | 499 | 39601 | COM |
| CORTEVA INC | 587 | 39347 | COM |
| FOX CORP | 600 | 38958 | CL B COM |
| ROYALTY PHARMA PLC | 1001 | 38674 | SHS CLASS A |
| WORLD GOLD TR | 450 | 38417 | SPDR GLD MINIS |
| ISHARES TR | 127 | 38247 | ISHARES SEMICDTR |
| MARVELL TECHNOLOGY INC | 446 | 37862 | COM |
| AMENTUM HOLDINGS INC | 1300 | 37700 | COM |
| COPT DEFENSE PROPERTIES | 1347 | 37435 | SHS BEN INT |
| ORRSTOWN FINL SVCS INC | 1050 | 37191 | COM |
| PALANTIR TECHNOLOGIES INC | 209 | 37150 | CL A |
| ST JOE CO | 625 | 37107 | COM |
| CRANE COMPANY | 200 | 36886 | COMMON STOCK |
| NIKE INC | 578 | 36856 | CL B |
| REGENCY CTRS CORP | 526 | 36310 | COM |
| SPIRE INC | 439 | 36306 | COM |
| GULFPORT ENERGY CORP | 173 | 35983 | COMMON SHARES |
| SPROTT ETF TRUST | 423 | 35600 | JR GOLD MINERS E |
| ISHARES TR | 260 | 35458 | U.S. INSRNCE ETF |
| BIONTECH SE | 370 | 35224 | SPONSORED ADS |
| ARM HOLDINGS PLC | 320 | 34980 | SPONSORED ADS |
| ISHARES TR | 275 | 34835 | GLOBAL 100 ETF |
| HERCULES CAPITAL INC | 1845 | 34723 | COM |
| NORFOLK SOUTHN CORP | 119 | 34358 | COM |
| ISHARES INC | 511 | 34350 | CORE MSCI EMKT |
| FIRST CMNTY BANKSHARES INC V | 1000 | 33730 | COM |
| WELLTOWER INC | 181 | 33671 | COM |
| INTUITIVE MACHINES INC | 2000 | 32460 | CLASS A COM |
| COINBASE GLOBAL INC | 141 | 31886 | COM CL A |
| RENAISSANCERE HLDGS LTD | 113 | 31772 | COM |
| TARGET CORP | 324 | 31648 | COM |
| EAGLE BANCORP INC MD | 1461 | 31295 | COM |
| ISHARES TR | 1000 | 30960 | PFD AND INCM SEC |
| GENERAL MLS INC | 655 | 30435 | COM |
| NUVEEN PFD & INCOME OPPORTUN | 3749 | 30405 | COM |
| ISHARES INC | 877 | 30055 | MSCI GLB SLV&MTL |
| WISDOMTREE TR | 295 | 30037 | US HIGH DIVIDEND |
| STEPAN CO | 633 | 29960 | COM |
| FEDEX CORP | 103 | 29650 | COM |
| AUTODESK INC | 100 | 29601 | COM |
| DEXCOM INC | 440 | 29203 | COM |
| ISHARES TR | 207 | 29198 | RUS MDCP VAL ETF |
| RADIAN GROUP INC | 808 | 29080 | COM |
| SANOFI SA | 598 | 28995 | SPONSORED ADR |
| GILEAD SCIENCES INC | 236 | 28917 | COM |
| SHORE BANCSHARES INC | 1630 | 28819 | COM |
| SHOPIFY INC | 179 | 28814 | CL A SUB VTG SHS |
| OREILLY AUTOMOTIVE INC | 315 | 28732 | COM |
| CME GROUP INC | 105 | 28674 | COM |
| CORNING INC | 325 | 28457 | COM |
| SCHWAB STRATEGIC TR | 868 | 28427 | EMRG MKTEQ ETF |
| ISHARES TR | 132 | 28340 | US AER DEF ETF |
| C3 AI INC | 2094 | 28228 | CL A |
| AMPLIFY ETF TR | 634 | 28213 | CWP ENHANCED DIV |
| ALPS ETF TR | 600 | 28212 | ALERIAN MLP |
| SPDR INDEX SHS FDS | 634 | 28156 | PORTFOLIO DEVLPD |
| MP MATERIALS CORP | 557 | 28140 | COM CL A |
| SCHWAB STRATEGIC TR | 1062 | 28133 | US TIPS ETF |
| PPL CORP | 800 | 28016 | COM |
| TEGNA INC | 1434 | 27834 | COM |
| CAMECO CORP | 304 | 27813 | COM |
| BOSTON SCIENTIFIC CORP | 288 | 27461 | COM |
| ORACLE CORP | 140 | 27202 | COM |
| ACUITY INC | 75 | 27003 | COM |
| EMERSON ELEC CO | 203 | 26943 | COM |
| VANGUARD WHITEHALL FDS | 299 | 26930 | INTL HIGH ETF |
| EBAY INC. | 300 | 26130 | COM |
| TETRA TECH INC NEW | 775 | 25994 | COM |
| WESTERN DIGITAL CORP | 147 | 25324 | COM |
| ZOETIS INC | 201 | 25290 | CL A |
| SKYWORKS SOLUTIONS INC | 395 | 25047 | COM |
| MYR GROUP INC DEL | 114 | 24909 | COM |
| BARRICK MNG CORP | 571 | 24868 | COM SHS |
| VANGUARD INDEX FDS | 89 | 24844 | MCAP GR IDXVIP |
| FIDELITY WISE ORIGIN BITCOIN | 322 | 24547 | SHS |
| ISHARES TR | 371 | 24486 | CORE S&P MCP ETF |
| SCIENCE APPLICATIONS INTL CO | 239 | 24044 | COM |
| VANECK ETF TRUST | 278 | 23845 | GOLD MINERS ETF |
| OUSTER INC | 1100 | 23804 | COM NEW |
| ISHARES TR | 297 | 23713 | MRGSTR MD CP GRW |
| GRANITESHARES PLATINUM TR | 1200 | 23676 | SHS BEN INT |
| FIRST TR EXCHANGE-TRADED ALP | 185 | 23306 | COM SHS |
| ENBRIDGE INC | 482 | 23062 | COM |
| REPUBLIC SVCS INC | 108 | 22889 | COM |
| CHUBB LIMITED | 73 | 22785 | COM |
| LOWES COS INC | 94 | 22715 | COM |
| COMMSCOPE HLDG CO INC | 1250 | 22663 | COM |
| UNITED AIRLS HLDGS INC | 200 | 22364 | COM |
| HOLOGIC INC | 300 | 22347 | COM |
| NIAGEN BIOSCIENCE INC | 3511 | 22330 | COM NEW |
| NXP SEMICONDUCTORS N V | 103 | 22301 | COM |
| NEWMONT CORP | 223 | 22267 | COM |
| HONDA MOTOR LTD | 750 | 22110 | ADR ECH CNV IN 3 |
| DR REDDYS LABS LTD | 1560 | 21903 | ADR |
| CINCINNATI FINL CORP | 133 | 21722 | COM |
| SCHWAB STRATEGIC TR | 1035 | 21622 | US REIT ETF |
| KYNDRYL HLDGS INC | 809 | 21488 | COMMON STOCK |
| NOVARTIS AG | 154 | 21232 | SPONSORED ADR |
| IONQ INC | 468 | 21000 | COM |
| ALLIANCEBERNSTEIN HLDG L P | 540 | 20799 | UNIT LTD PARTN |
| WILLDAN GROUP INC | 200 | 20732 | COM |
| GLOBAL X FDS | 407 | 20701 | ARTIFICIAL ETF |
| US BANCORP DEL | 386 | 20617 | COM NEW |
| OCCIDENTAL PETE CORP | 501 | 20602 | COM |
| NATIONAL GRID PLC | 266 | 20576 | SPONSORED ADR NE |
| MARRIOTT INTL INC NEW | 66 | 20557 | CL A |
| GOLDMAN SACHS ETF TR | 240 | 20429 | EQUAL WEIGHT US |
| KRAFT HEINZ CO | 836 | 20266 | COM |
| ENERGY FUELS INC | 1375 | 19993 | COM NEW |
| SOUNDHOUND AI INC | 2000 | 19940 | CLASS A COM |
| TOYOTA MOTOR CORP | 92 | 19694 | ADS |
| CITIGROUP INC | 168 | 19551 | COM NEW |
| DELTA AIR LINES INC DEL | 281 | 19502 | COM NEW |
| VANGUARD BD INDEX FDS | 250 | 19470 | INTERMED TERM |
| HOST HOTELS & RESORTS INC | 1098 | 19468 | COM |
| U S GOLD CORP | 1000 | 19410 | COM NEW |
| ISHARES TR | 185 | 19248 | MORNINGSTAR GRWT |
| ROKU INC | 177 | 19203 | COM CL A |
| SERVICETITAN INC | 180 | 19170 | SHS CL A |
| JOHNSON CTLS INTL PLC | 160 | 19160 | SHS |
| MILLROSE PPTYS INC | 636 | 18998 | COM CL A |
| SELECT SECTOR SPDR TR | 443 | 18924 | STATE STREET UTI |
| PROLOGIS INC. | 147 | 18767 | COM |
| INVESCO EXCH TRADED FD TR II | 390 | 18720 | S&P500 HDL VOL |
| ISHARES TR | 750 | 18713 | GLOBAL REIT ETF |
| UNDER ARMOUR INC | 3745 | 18613 | CL A |
| PIMCO MUN INCOME FD II | 2446 | 18443 | COM |
| PILGRIMS PRIDE CORP | 472 | 18404 | COM |
| ALTRIA GROUP INC | 317 | 18279 | COM |
| KULICKE & SOFFA INDS INC | 400 | 18224 | COM |
| NORTHROP GRUMMAN CORP | 32 | 18131 | COM |
| ROBERT HALF INC. | 643 | 17464 | COM |
| VERISK ANALYTICS INC | 78 | 17448 | COM |
| NEXTPOWER INC | 200 | 17422 | CLASS A COM |
| TERADYNE INC | 90 | 17421 | COM |
| MATCH GROUP INC NEW | 539 | 17405 | COM |
| EMCOR GROUP INC | 28 | 17131 | COM |
| SCHWAB STRATEGIC TR | 285 | 17089 | CRYPTO THEMATIC |
| WISDOMTREE TR | 322 | 17086 | EUROPE HEDGED EQ |
| BERKLEY W R CORP | 241 | 16899 | COM |
| NATURAL GAS SVCS GROUP INC | 500 | 16825 | COM |
| SAP SE | 69 | 16744 | SPON ADR |
| PACER FDS TR | 301 | 16730 | TRENDP US LAR CP |
| GSK PLC | 341 | 16726 | SPONSORED ADR |
| ING GROEP N.V. | 593 | 16604 | SPONSORED ADR |
| CAMDEN PPTY TR | 149 | 16402 | SH BEN INT |
| SCHWAB STRATEGIC TR | 597 | 16245 | FUNDAMENTAL US L |
| NORTHWEST BANCSHARES INC MD | 1350 | 16200 | COM |
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