GoalVest Advisory LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 5, 2026, for the 2025 Q4 period, GoalVest Advisory LLC held in its portfolio 500 assets valued at $522,069,451 (i.e. $522.07M).
The most valuable assets in the portfolio included: VANGUARD S&P 500 ETF ($173.22M), VANGUARD GROWTH ETF ($41.17M), and STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ($20.73M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
GoalVest Advisory LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD S&P 500 ETF | 276212 | 173220952 | ETF |
| VANGUARD GROWTH ETF | 84385 | 41168217 | ETF |
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 612998 | 20725462 | ETF |
| GOLDMAN SACHS MUNICIPAL INCOME ETF | 271777 | 13912265 | ETF |
| ISHARES CORE MSCI EAFE ETF | 151914 | 13590226 | ETF |
| VANGUARD TOTAL STOCK MARKET ETF | 40113 | 13448573 | ETF |
| STATE STREET SPDR NYSE TECHNOLOGY ETF | 46712 | 12980331 | ETF |
| VANGUARD FTSE EUROPE ETF | 109580 | 9161984 | ETF |
| GOLDMAN SACHS PHYSICAL GOLD ETF | 203122 | 8642841 | ETF |
| PALANTIR TECHNOLOGIES INC CL A | 46223 | 8216138 | Stock |
| INVESCO SENIOR LOAN ETF | 350294 | 7356174 | ETF |
| NVIDIA CORPORATION COM | 37646 | 7020979 | Stock |
| ALPHABET INC CAP STK CL A | 20935 | 6552655 | Stock |
| TESLA INC COM | 14051 | 6319016 | Stock |
| MICROSOFT CORP COM | 12987 | 6280703 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 51410 | 5485447 | ETF |
| JPMORGAN CHASE & CO. COM | 15151 | 4882067 | Stock |
| AMAZON COM INC COM | 17636 | 4070742 | Stock |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 7936 | 3988779 | Stock |
| VISA INC COM CL A | 11219 | 3934695 | Stock |
| APPLE INC COM | 13486 | 3666429 | Stock |
| JPMORGAN U.S. QUALITY FACTOR ETF | 54810 | 3462896 | ETF |
| CALAMOS AUTOCALLABLE INCOME ETF | 126139 | 3372957 | ETF |
| ABBVIE INC COM | 13784 | 3149506 | Stock |
| NRG ENERGY INC COM NEW | 19550 | 3113142 | Stock |
| GOLDMAN SACHS GROUP INC COM | 3304 | 2904216 | Stock |
| WALMART INC COM | 25797 | 2874044 | Stock |
| SOUTHERN COPPER CORP COM | 18525 | 2657782 | Stock |
| ELI LILLY & CO COM | 2405 | 2584605 | Stock |
| PALO ALTO NETWORKS INC COM | 12192 | 2245766 | Stock |
| CISCO SYS INC COM | 28654 | 2207189 | Stock |
| ISHARES ESG OPTIMIZED MSCI USA ETF | 15629 | 2177823 | ETF |
| BLACKSTONE INC COM | 14024 | 2161659 | Stock |
| GENERAC HLDGS INC COM | 15801 | 2154782 | Stock |
| SPDR S&P 500 ETF TRUST | 2784 | 1898388 | ETF |
| PRINCIPAL FINANCIAL GROUP INC COM | 21508 | 1897221 | Stock |
| WILLIAMS COS INC COM | 31108 | 1869902 | Stock |
| MCDONALDS CORP COM | 6082 | 1858857 | Stock |
| AT&T INC COM | 74467 | 1849750 | Stock |
| TRACTOR SUPPLY CO COM | 35850 | 1792859 | Stock |
| INVESCO QQQ TRUST SERIES I | 2787 | 1711797 | ETF |
| LOEWS CORP COM | 16225 | 1708655 | Stock |
| LAM RESEARCH CORP COM NEW | 9900 | 1694682 | Stock |
| BROADCOM INC COM | 4790 | 1657855 | Stock |
| MERCK & CO INC COM | 15737 | 1656510 | Stock |
| WHEATON PRECIOUS METALS CORP COM | 13950 | 1639404 | Stock |
| ISHARES SELECT DIVIDEND ETF | 11520 | 1625933 | ETF |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | 20117 | 1613786 | ETF |
| BAKER HUGHES COMPANY CL A | 35212 | 1603554 | Stock |
| LOCKHEED MARTIN CORP COM | 3300 | 1596111 | Stock |
| OMEGA HEALTHCARE INVS INC COM | 35983 | 1595486 | REIT |
| COINBASE GLOBAL INC COM CL A | 7055 | 1595418 | Stock |
| FREEPORT-MCMORAN INC CL B | 29821 | 1514609 | Stock |
| CUMMINS INC COM | 2950 | 1505828 | Stock |
| VANGUARD FINANCIALS ETF | 10836 | 1446498 | ETF |
| PHILIP MORRIS INTL INC COM | 8951 | 1435740 | Stock |
| NEXTERA ENERGY INC COM | 17829 | 1431312 | Stock |
| META PLATFORMS INC CL A | 2159 | 1425134 | Stock |
| ALTRIA GROUP INC COM | 24635 | 1420454 | Stock |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 20927 | 1406713 | ETF |
| PROCTER AND GAMBLE CO COM | 9816 | 1406698 | Stock |
| ONEOK INC NEW COM | 18993 | 1395974 | Stock |
| ORACLE CORP COM | 7044 | 1372946 | Stock |
| ALERIAN MLP ETF | 29154 | 1370821 | ETF |
| DHT HOLDINGS INC SHS NEW | 111889 | 1366165 | Stock |
| ARES CAPITAL CORP COM | 65971 | 1334588 | CEF |
| VALERO ENERGY CORP COM | 8181 | 1331785 | Stock |
| JOHNSON & JOHNSON COM | 6415 | 1327584 | Stock |
| TERAWULF INC COM | 114600 | 1316754 | Stock |
| CHEVRON CORP NEW COM | 8575 | 1306926 | Stock |
| CHENIERE ENERGY INC COM NEW | 6691 | 1300663 | Stock |
| PEPSICO INC COM | 9061 | 1300471 | Stock |
| SOUTHERN CO COM | 14617 | 1274602 | Stock |
| UNILEVER PLC SPON ADR NEW | 18823 | 1231024 | ADR |
| BANK AMERICA CORP COM | 22071 | 1213923 | Stock |
| DIGITAL RLTY TR INC COM | 7726 | 1195289 | REIT |
| DTE ENERGY CO COM | 8800 | 1135024 | Stock |
| GE AEROSPACE COM NEW | 3434 | 1057775 | Stock |
| PUTNAM BDC INCOME ETF | 34218 | 1047071 | ETF |
| INTERNATIONAL PAPER CO COM | 26558 | 1046120 | Stock |
| TJX COS INC NEW COM | 6640 | 1019970 | Stock |
| LAUDER ESTEE COS INC CL A | 9610 | 1006359 | Stock |
| ATMOS ENERGY CORP COM | 5867 | 983485 | Stock |
| FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | 4663 | 963003 | ETF |
| VICI PPTYS INC COM | 33179 | 932993 | REIT |
| UNITED PARCEL SERVICE INC CL B | 9332 | 925641 | Stock |
| FACTSET RESH SYS INC COM | 3000 | 870570 | Stock |
| ALPHABET INC CAP STK CL C | 2622 | 822784 | Stock |
| STARWOOD PPTY TR INC COM | 44420 | 800004 | REIT |
| ISHARES RUSSELL 1000 GROWTH ETF | 1541 | 729355 | ETF |
| HUT 8 CORP COM | 15700 | 721258 | Stock |
| ILLINOIS TOOL WKS INC COM | 2651 | 652941 | Stock |
| BROOKFIELD CORP CL A LTD VT SH | 14224 | 652739 | Stock |
| RIO TINTO PLC SPONSORED ADR | 8017 | 641601 | ADR |
| ROYAL GOLD INC COM | 2817 | 626191 | Stock |
| FT VEST LADDERED MODERATE BUFFER ETF | 22282 | 591141 | ETF |
| CORE SCIENTIFIC INC NEW COM | 40100 | 583856 | Stock |
| FOX CORP CL A COM | 7301 | 533484 | Stock |
| DISNEY WALT CO COM | 4623 | 525959 | Stock |
| HF SINCLAIR CORP COM | 11200 | 516096 | Stock |
| AMERICAN SUPERCONDUCTOR CORP SHS NEW | 17900 | 515162 | Stock |
| FIRST TRUST HEALTH CARE ALPHADEX FUND | 4383 | 498879 | ETF |
| ISHARES CORE S&P 500 ETF | 726 | 497266 | ETF |
| DAVE INC CLASS A COM NEW | 2200 | 487102 | Stock |
| FLUOR CORP NEW COM | 12200 | 483486 | Stock |
| EVERGY INC COM | 6264 | 454099 | Stock |
| BWX TECHNOLOGIES INC COM | 2590 | 447656 | Stock |
| ABBOTT LABS COM | 3555 | 445406 | Stock |
| JOBY AVIATION INC COMMON STOCK | 33500 | 442200 | Stock |
| MASTERCARD INCORPORATED CL A | 758 | 432754 | Stock |
| COSTCO WHSL CORP NEW COM | 491 | 423409 | Stock |
| STRYKER CORPORATION COM | 1111 | 390628 | Stock |
| AMGEN INC COM | 1181 | 386553 | Stock |
| VICTORYSHARES WESTEND U.S. SECTOR ETF | 8027 | 381443 | ETF |
| SCHWAB U.S. LARGE-CAP ETF | 14100 | 379431 | ETF |
| SCHWAB US DIVIDEND EQUITY ETF | 13434 | 368495 | ETF |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 10896 | 355428 | ETF |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 5860 | 332907 | ETF |
| DECKERS OUTDOOR CORP COM | 3105 | 321895 | Stock |
| CAVA GROUP INC COM | 5480 | 321621 | Stock |
| NATIXIS GATEWAY QUALITY INCOME ETF | 5465 | 311860 | ETF |
| VANGUARD MID-CAP GROWTH ETF | 1117 | 311799 | ETF |
| ASML HOLDING N V N Y REGISTRY SHS | 291 | 311329 | ADR |
| INVESCO S&P 500 TOP 50 ETF | 5230 | 310034 | ETF |
| EXXON MOBIL CORP COM | 2534 | 304942 | Stock |
| CINTAS CORP COM | 1535 | 288687 | Stock |
| VANGUARD RUSSELL 1000 GROWTH ETF | 2293 | 279173 | ETF |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 3602 | 271735 | ETF |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 3729 | 259054 | ETF |
| RTX CORPORATION COM | 1408 | 258227 | Stock |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | 1031 | 258070 | ETF |
| HOME DEPOT INC COM | 747 | 257043 | Stock |
| SPDR MSCI ACWI EX-US ETF | 6979 | 250686 | ETF |
| GLOBAL X 1-3 MONTH T-BILL ETF | 2500 | 250275 | ETF |
| JPMORGAN EQUITY FOCUS ETF | 3299 | 246392 | ETF |
| SALESFORCE INC COM | 918 | 243187 | Stock |
| DIMENSIONAL U.S. TARGETED VALUE ETF | 4050 | 241144 | ETF |
| EASTGROUP PPTYS INC COM | 1350 | 240489 | REIT |
| ISHARES CORE S&P MID-CAP ETF | 3592 | 237072 | ETF |
| INTERCONTINENTAL EXCHANGE INC COM | 1450 | 234842 | Stock |
| MANULIFE FINL CORP COM | 6400 | 232192 | Stock |
| ISHARES GLOBAL TECH ETF | 2160 | 226800 | ETF |
| FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | 1465 | 224174 | ETF |
| ADAMS DIVERSIFIED EQUITY FD COM | 9392 | 219022 | CEF |
| T-MOBILE US INC COM | 1050 | 213192 | Stock |
| ISHARES RUSSELL 2000 ETF | 835 | 205544 | ETF |
| SCHWAB U.S. LARGE-CAP VALUE ETF | 6873 | 203510 | ETF |
| GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 4224 | 201865 | ETF |
| CME GROUP INC COM | 702 | 191702 | Stock |
| QUANTA SVCS INC COM | 452 | 190771 | Stock |
| VANGUARD MID-CAP VALUE ETF | 1002 | 177725 | ETF |
| CHECK POINT SOFTWARE TECH LTD ORD | 950 | 176282 | Stock |
| THERMO FISHER SCIENTIFIC INC COM | 303 | 175573 | Stock |
| FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | 1782 | 175206 | ETF |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 2788 | 174166 | ETF |
| RITHM CAPITAL CORP COM NEW | 15910 | 173419 | REIT |
| VANGUARD S&P MID-CAP 400 GROWTH ETF | 1415 | 170084 | ETF |
| PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | 9399 | 168806 | Stock |
| AIR PRODS & CHEMS INC COM | 680 | 167974 | Stock |
| SYNOPSYS INC COM | 355 | 166751 | Stock |
| FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE | 3865 | 153053 | ETF |
| PAYCHEX INC COM | 1341 | 150433 | Stock |
| ADVANCED MICRO DEVICES INC COM | 700 | 149912 | Stock |
| US TREASURY 3 MONTH BILL ETF | 2870 | 143156 | ETF |
| S&P GLOBAL INC COM | 262 | 136924 | Stock |
| TRANE TECHNOLOGIES PLC SHS | 350 | 136220 | Stock |
| AGNICO EAGLE MINES LTD COM | 800 | 135624 | Stock |
| VANGUARD DIVIDEND APPRECIATION ETF | 598 | 131428 | ETF |
| VANGUARD LARGE-CAP ETF | 397 | 124976 | ETF |
| NETFLIX INC COM | 1322 | 123951 | Stock |
| CATERPILLAR INC COM | 212 | 121448 | Stock |
| SPDR GOLD SHARES | 304 | 120478 | ETF |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 998 | 119203 | ETF |
| ALPHA ARCHITECT 1-3 MONTH BOX ETF | 1031 | 118668 | ETF |
| PLANET LABS PBC COM CL A | 5989 | 118103 | Stock |
| UNITEDHEALTH GROUP INC COM | 346 | 114218 | Stock |
| BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | 2180 | 114210 | Stock |
| ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 2618 | 112234 | ETF |
| LINDE PLC SHS | 263 | 112141 | Stock |
| GENERAL DYNAMICS CORP COM | 324 | 109078 | Stock |
| EDWARDS LIFESCIENCES CORP COM | 1245 | 106136 | Stock |
| SHERWIN WILLIAMS CO COM | 326 | 105634 | Stock |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 1302 | 104980 | ETF |
| INTUITIVE SURGICAL INC COM NEW | 183 | 103644 | Stock |
| INTERNATIONAL BUSINESS MACHS COM | 343 | 101600 | Stock |
| FLOWSERVE CORP COM | 1440 | 99907 | Stock |
| ISHARES SILVER TRUST | 1507 | 97081 | ETF |
| STATE STREET SPDR S&P DIVIDEND ETF | 685 | 95325 | ETF |
| COCA COLA CO COM | 1363 | 95287 | Stock |
| HCA HEALTHCARE INC COM | 202 | 94306 | Stock |
| ARES DYNAMIC CR ALLOCATION FD COM | 7000 | 93100 | CEF |
| ISHARES RUSSELL MID-CAP VALUE ETF | 658 | 92811 | ETF |
| EVERSOURCE ENERGY COM | 1347 | 90694 | Stock |
| BARRICK MNG CORP COM SHS | 2000 | 87100 | Stock |
| VERIZON COMMUNICATIONS INC COM | 2074 | 84474 | Stock |
| ISHARES CORE S&P SMALL CAP ETF | 699 | 84006 | ETF |
| DUKE ENERGY CORP NEW COM NEW | 705 | 82633 | Stock |
| FIRST TRUST ACTIVE FACTOR LARGE CAP ETF | 2112 | 82579 | ETF |
| UNITED AIRLS HLDGS INC COM | 692 | 77379 | Stock |
| NXP SEMICONDUCTORS N V COM | 350 | 75971 | Stock |
| ARK INNOVATION ETF | 986 | 75843 | ETF |
| ISHARES CORE TOTAL USD BOND MARKET ETF | 1625 | 75628 | ETF |
| INVESCO LARGE CAP GROWTH ETF | 589 | 74896 | ETF |
| DELTA AIR LINES INC DEL COM NEW | 1042 | 72315 | Stock |
| PACKAGING CORP AMER COM | 350 | 72181 | Stock |
| VANGUARD RUSSELL 3000 ETF | 240 | 72079 | ETF |
| BOEING CO COM | 329 | 71432 | Stock |
| AUTOMATIC DATA PROCESSING INC COM | 277 | 71253 | Stock |
| ACCENTURE PLC IRELAND SHS CLASS A | 258 | 69221 | Stock |
| MORGAN STANLEY COM NEW | 380 | 67461 | Stock |
| SPOTIFY TECHNOLOGY S A SHS | 116 | 67362 | Stock |
| CINCINNATI FINL CORP COM | 410 | 66961 | Stock |
| PARKER-HANNIFIN CORP COM | 75 | 65922 | Stock |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 430 | 63937 | ETF |
| SHOPIFY INC CL A SUB VTG SHS | 397 | 63905 | Stock |
| SERVICENOW INC COM | 415 | 63574 | Stock |
| US BANCORP DEL COM NEW | 1157 | 61738 | Stock |
| FREEDOM 100 EMERGING MARKETS ETF | 1187 | 60857 | ETF |
| AMPHENOL CORP NEW CL A | 450 | 60813 | Stock |
| ZOETIS INC CL A | 480 | 60394 | Stock |
| BHP GROUP LTD SPONSORED ADS | 1000 | 60370 | ADR |
| L3HARRIS TECHNOLOGIES INC COM | 203 | 59595 | Stock |
| CAPRICOR THERAPEUTICS INC COM NEW | 2050 | 59163 | Stock |
| BROOKFIELD INFRAST PARTNERS LP LP INT UNIT | 1697 | 58954 | Stock |
| BOOKING HOLDINGS INC COM | 11 | 58909 | Stock |
| CROWDSTRIKE HLDGS INC CL A | 125 | 58595 | Stock |
| LOWES COS INC COM | 241 | 58120 | Stock |
| PFIZER INC COM | 2303 | 57345 | Stock |
| FT VEST LADDERED BUFFER ETF | 1667 | 57111 | ETF |
| VICOR CORP COM | 520 | 56992 | Stock |
| ISHARES BITCOIN TRUST ETF | 1146 | 56899 | ETF |
| BLACKROCK INC COM | 53 | 56728 | Stock |
| ADOBE INC COM | 162 | 56698 | Stock |
| AMERICAN EXPRESS CO COM | 153 | 56602 | Stock |
| NUVEEN ESG DIVIDEND ETF | 1898 | 56588 | ETF |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 200 | 55078 | Stock |
| MID-AMER APT CMNTYS INC COM | 390 | 54175 | REIT |
| ISHARES U.S. TECHNOLOGY ETF | 270 | 53914 | ETF |
| OREILLY AUTOMOTIVE INC COM | 590 | 53814 | Stock |
| UBER TECHNOLOGIES INC COM | 650 | 53112 | Stock |
| TRUIST FINL CORP COM | 1063 | 52310 | Stock |
| FIRST TRUST DOW JONES INTERNET INDEX FUND | 194 | 52221 | ETF |
| JAZZ PHARMACEUTICALS PLC SHS USD | 300 | 51000 | Stock |
| WABTEC COM | 235 | 50161 | Stock |
| UNION PAC CORP COM | 215 | 49734 | Stock |
| MARATHON PETE CORP COM | 305 | 49602 | Stock |
| FIRSTENERGY CORP COM | 1091 | 48844 | Stock |
| FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | 504 | 48807 | ETF |
| WELLS FARGO CO NEW COM | 508 | 47346 | Stock |
| WISDOMTREE ENHANCED COMMODITY STRATEGY FUND | 2238 | 47334 | ETF |
| GILEAD SCIENCES INC COM | 377 | 46273 | Stock |
| BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | 1200 | 46008 | Stock |
| CITIGROUP INC COM NEW | 393 | 45859 | Stock |
| VERTEX PHARMACEUTICALS INC COM | 100 | 45336 | Stock |
| ROPER TECHNOLOGIES INC COM | 99 | 44068 | Stock |
| DEERE & CO COM | 94 | 43764 | Stock |
| MARKEL GROUP INC COM | 20 | 42993 | Stock |
| FORD MTR CO COM | 3244 | 42561 | Stock |
| CARVANA CO CL A | 100 | 42202 | Stock |
| QUALCOMM INC COM | 240 | 41052 | Stock |
| CHUBB LIMITED COM | 129 | 40263 | Stock |
| CITIZENS FINL GROUP INC COM | 680 | 39719 | Stock |
| JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 528 | 39537 | ETF |
| KINDER MORGAN INC DEL COM | 1405 | 38623 | Stock |
| ISHARES MSCI EAFE ETF | 388 | 37260 | ETF |
| NORTHROP GRUMMAN CORP COM | 65 | 37064 | Stock |
| GLOBAL X SILVER MINERS ETF | 441 | 36832 | ETF |
| CENTENE CORP DEL COM | 891 | 36665 | Stock |
| CAPITAL ONE FINL CORP COM | 150 | 36354 | Stock |
| ARISTA NETWORKS INC COM SHS | 277 | 36295 | Stock |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 189 | 36205 | ETF |
| AMERICAN ELEC PWR CO INC COM | 313 | 36092 | Stock |
| ISHARES S&P 500 GROWTH ETF | 292 | 35992 | ETF |
| CONSOLIDATED WATER CO INC ORD | 1000 | 35290 | Stock |
| VANECK GOLD MINERS ETF | 410 | 35166 | ETF |
| SFL CORPORATION LTD SHS | 4500 | 35145 | Stock |
| HALLIBURTON CO COM | 1238 | 34986 | Stock |
| MICROCHIP TECHNOLOGY INC. COM | 548 | 34919 | Stock |
| BIOGEN INC COM | 198 | 34846 | Stock |
| SAP SE SPON ADR | 143 | 34736 | ADR |
| AFLAC INC COM | 312 | 34404 | Stock |
| AMERICAN WTR WKS CO INC NEW COM | 260 | 33930 | Stock |
| PROLOGIS INC. COM | 263 | 33575 | REIT |
| FIDELITY NATL INFORMATION SVCS COM | 495 | 32898 | Stock |
| OCCIDENTAL PETE CORP COM | 798 | 32814 | Stock |
| CVS HEALTH CORP COM | 408 | 32379 | Stock |
| ENTERGY CORP NEW COM | 350 | 32351 | Stock |
| CANADIAN NAT RES LTD COM | 954 | 32293 | Stock |
| AMERICAN TOWER CORP NEW COM | 180 | 31603 | REIT |
| WEC ENERGY GROUP INC COM | 294 | 31005 | Stock |
| JPMORGAN LIMITED DURATION BOND ETF | 589 | 30839 | ETF |
| KEYCORP COM | 1476 | 30465 | Stock |
| ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 659 | 30301 | ETF |
| ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | 783 | 30130 | Stock |
| GALLAGHER ARTHUR J & CO COM | 115 | 29761 | Stock |
| SNOWFLAKE INC COM SHS | 135 | 29614 | Stock |
| MEDTRONIC PLC SHS | 304 | 29202 | Stock |
| MOTOROLA SOLUTIONS INC COM NEW | 75 | 28749 | Stock |
| AVANTIS U.S. LARGE CAP VALUE ETF | 374 | 28338 | ETF |
| MCCORMICK & CO INC COM NON VTG | 416 | 28334 | Stock |
| CONSTELLATION BRANDS INC CL A | 205 | 28282 | Stock |
| SCHWAB CHARLES CORP COM | 280 | 27975 | Stock |
| CENTRUS ENERGY CORP CL A | 115 | 27917 | Stock |
| SNAP ON INC COM | 81 | 27913 | Stock |
| COTERRA ENERGY INC COM | 1050 | 27636 | Stock |
| LULULEMON ATHLETICA INC COM | 132 | 27431 | Stock |
| NORFOLK SOUTHN CORP COM | 93 | 26851 | Stock |
| IDEX CORP COM | 148 | 26335 | Stock |
| STANLEY BLACK & DECKER INC COM | 354 | 26295 | Stock |
| AGNC INVT CORP COM | 2451 | 26275 | REIT |
| MDU RES GROUP INC COM | 1324 | 25844 | Stock |
| PHILLIPS 66 COM | 200 | 25808 | Stock |
| VENTAS INC COM | 332 | 25690 | REIT |
| INVESCO S&P 500 REVENUE ETF | 223 | 25534 | ETF |
| FIFTH THIRD BANCORP COM | 545 | 25511 | Stock |
| ESSENTIAL UTILS INC COM | 659 | 25279 | Stock |
| EQUITY LIFESTYLE PPTYS INC COM | 416 | 25214 | REIT |
| DANAHER CORPORATION COM | 110 | 25181 | Stock |
| MOLSON COORS BEVERAGE CO CL B | 534 | 24927 | Stock |
| BALL CORP COM | 469 | 24843 | Stock |
| HORMEL FOODS CORP COM | 1048 | 24838 | Stock |
| CULLEN FROST BANKERS INC COM | 194 | 24566 | Stock |
| NEWMONT CORP COM | 246 | 24563 | Stock |
| MOSAIC CO NEW COM | 1014 | 24427 | Stock |
| THE TRADE DESK INC COM CL A | 642 | 24370 | Stock |
| INVESCO S&P MIDCAP MOMENTUM ETF | 176 | 24369 | ETF |
| HEALTHPEAK PROPERTIES INC COM | 1501 | 24136 | REIT |
| WESTERN UN CO COM | 2569 | 23917 | Stock |
| ASSURED GUARANTY LTD COM | 266 | 23905 | Stock |
| NISOURCE INC COM | 570 | 23803 | Stock |
| HONEYWELL INTL INC COM | 122 | 23801 | Stock |
| INTEL CORP COM | 638 | 23542 | Stock |
| BECTON DICKINSON & CO COM | 120 | 23288 | Stock |
| KEURIG DR PEPPER INC COM | 828 | 23192 | Stock |
| FORTIVE CORP COM | 417 | 23023 | Stock |
| WATSCO INC COM | 67 | 22576 | Stock |
| NOV INC COM | 1431 | 22367 | Stock |
| FIDELITY NATIONAL FINANCIAL IN COM SHS | 405 | 22109 | Stock |
| ONEMAIN HLDGS INC COM | 325 | 21954 | Stock |
| HUNTINGTON BANCSHARES INC COM | 1264 | 21930 | Stock |
| NVR INC COM | 3 | 21878 | Stock |
| PRUDENTIAL FINL INC COM | 193 | 21786 | Stock |
| TFS FINL CORP COM | 1601 | 21421 | Stock |
| MARVELL TECHNOLOGY INC COM | 250 | 21245 | Stock |
| 3M CO COM | 132 | 21133 | Stock |
| INTERNATIONAL FLAVORS&FRAGRANC COM | 310 | 20891 | Stock |
| REGENERON PHARMACEUTICALS COM | 27 | 20840 | Stock |
| VULCAN MATLS CO COM | 73 | 20821 | Stock |
| THE CAMPBELLS COMPANY COM | 747 | 20819 | Stock |
| ISHARES CORE S&P U.S. GROWTH ETF | 123 | 20657 | ETF |
| ROYALTY PHARMA PLC SHS CLASS A | 534 | 20634 | Stock |
| SLB LIMITED COM STK | 532 | 20418 | Stock |
| ISHARES GOLD TRUST | 250 | 20293 | ETF |
| CLOROX CO DEL COM | 200 | 20166 | Stock |
| ZIONS BANCORPORATION N A COM | 344 | 20138 | Stock |
| CHARLES RIV LABS INTL INC COM | 99 | 19749 | Stock |
| AMERICAN INTL GROUP INC COM NEW | 230 | 19677 | Stock |
| OKLO INC COM CL A | 274 | 19662 | Stock |
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