Heritage Wealth Advisors - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Heritage Wealth Advisors held in its portfolio 500 assets valued at $2,618,479,964 (i.e. $2.62B).
The most valuable assets in the portfolio included: IShares S&P 500 Index ($453.67M), iShares Core MSCI EAFE ($255.74M), and Sprott Physical Gold Trust Unit ($169.68M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Heritage Wealth Advisors - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| IShares S&P 500 Index | 662356 | 453674395 | ETF |
| iShares Core MSCI EAFE | 2858755 | 255744205 | ETF |
| Sprott Physical Gold Trust Unit | 5138572 | 169675647 | UT |
| Alphabet Inc. Class C | 348675 | 109399096 | CAP STK CL C |
| Microsoft Corp | 181016 | 87542848 | COM |
| Raytheon Technologies Ord | 451381 | 82783246 | COM |
| iShares Russell Midcap Value | 539682 | 76122091 | ETF |
| Apple Computer Inc | 272807 | 74165213 | COM |
| Brookfield Corporation | 1615356 | 74128687 | COM |
| Johnson & Johnson | 335135 | 69356197 | COM |
| Mastercard Inc | 118584 | 67696974 | COM |
| Merck & Co Inc | 610573 | 64258460 | COM |
| Berkshire Hathaway Cl B | 125066 | 62791038 | CL B |
| Amazon Com Inc | 267515 | 61747722 | COM |
| iShares Core MSCI Emerging Markets ETF | 896439 | 60258654 | ETF |
| Wal-Mart Stores Inc | 487266 | 54286261 | COM |
| Auto Data Processing | 209836 | 53976174 | COM |
| Jpmorgan Chase & Co | 151264 | 48740279 | COM |
| Conocophillips | 490606 | 45925616 | COM |
| Progressive Corp Ohio | 190238 | 43320986 | COM |
| iShares Core S&P Total US Stock Mkt | 257964 | 38356670 | ETF |
| Duke Energy New | 323963 | 37971751 | COM |
| Union Pacific Corp | 162804 | 37659717 | COM |
| Mc Donalds Corp | 119538 | 36534390 | COM |
| Home Depot Inc | 101584 | 34955130 | COM |
| Williams Companies | 436298 | 26225870 | COM |
| Vanguard Total World Stock ETF | 178346 | 25157519 | ETF |
| Vanguard 500 ETF | 35615 | 22335419 | ETF |
| iShares MSCI ACWI ex US ETF | 308971 | 20741223 | ETF |
| Markel Group Inc | 7965 | 17121962 | COM |
| iShares MSCI EAFE | 165915 | 15932844 | ETF |
| SPDR S&P 500 Index | 18101 | 12343434 | ETF |
| Philip Morris Intl Inc | 75043 | 12036843 | COM |
| Enterprise Prd Prtnrs Lp | 360341 | 11552532 | COM UT LTD PTN |
| Nvidia Corp | 50831 | 9479891 | COM |
| Vanguard Dividend Appreciation | 42605 | 9363727 | ETF |
| Alphabet Inc. Class A | 28467 | 8910188 | CAP STK CL A |
| Ishares S&P 500 Growth | 60466 | 7453014 | ETF |
| iShares MSCI Emrg Mkt Fd | 121558 | 6650438 | ETF |
| Amphenol Corp Cl A | 41764 | 5643987 | CL A |
| Visa Inc | 15124 | 5304138 | COM |
| Fairfax Financial Hldgs Ltd Sub Vtg | 2677 | 5108690 | COM |
| Altria Group Inc | 87656 | 5054262 | COM |
| Sector Spdr Tech Select | 32696 | 4707243 | ETF |
| Ishares S&P Midcap | 37748 | 4240154 | ETF |
| Ishares S&P 500 Value | 19058 | 4041630 | ETF |
| Exxon Mobil Corporation | 32879 | 3956659 | COM |
| iShares S&P 100 | 11502 | 3944841 | ETF |
| Invesco S&P 500 Quality ETF | 52185 | 3916450 | ETF |
| The Charles Schwab Corp | 37927 | 3789287 | COM |
| iShares ESG Aware MSCI EAFE ETF | 38609 | 3671307 | ETF |
| Eaton Corporation | 9994 | 3183189 | COM |
| Invesco S&P 500 Equal Weight ETF | 14038 | 2689042 | ETF |
| T J X Cos Inc | 17238 | 2647929 | COM |
| Pepsico Incorporated | 18223 | 2615296 | COM |
| C S X Corp | 71254 | 2582956 | COM |
| Cadence Design System | 8030 | 2510017 | COM |
| Lowes Companies Inc | 9947 | 2398844 | COM |
| Vanguard Mid-Cap ETF | 8264 | 2398520 | ETF |
| Iqvia Hldgs Inc | 10439 | 2353055 | COM |
| Berkshire Hathaway Inc A | 3 | 2264400 | CL A |
| Cintas Corp | 11473 | 2157727 | COM |
| Ishares Russell Midcap | 22225 | 2139601 | ETF |
| Raymond James Finl Inc | 13186 | 2117540 | COM |
| Cooper Companies New | 25348 | 2077522 | COM |
| Roper Industries Inc | 4520 | 2011988 | COM |
| Oracle Corporation | 10186 | 1985411 | COM |
| Zoetis Inc | 15714 | 1977135 | CL A |
| Fair Isaac Corp | 1160 | 1961119 | COM |
| SPDR Gold MiniShares | 22789 | 1945497 | ETF |
| Costco Whsl Corp New | 2230 | 1923018 | COM |
| Truist Finl Corp Com | 38230 | 1881280 | COM |
| Vanguard Total Stock Mkt | 5438 | 1823040 | ETF |
| iShares ESG Aware MSCI EM ETF | 40083 | 1770485 | ETF |
| Arthur J Gallagher & Co | 6687 | 1730529 | COM |
| Mondelez Intl Inc Cl A | 30423 | 1637660 | CL A |
| Cisco Systems Inc | 20161 | 1553002 | COM |
| Mid Cap S P D R TRUST | 2560 | 1544397 | ETF |
| Ecolab Inc | 5813 | 1526029 | COM |
| Abbvie Inc Com Usd0.01 | 6468 | 1477883 | COM |
| Caterpillar Inc | 2523 | 1445351 | COM |
| Chevron Corporation | 9478 | 1444549 | COM |
| Ishares Russell 1000 Growth | 3027 | 1432721 | ETF |
| Motorola Solutions Inc Com New | 3637 | 1393998 | COM NEW |
| Procter & Gamble | 9511 | 1363060 | COM |
| Trane Technologies PLC | 3410 | 1327172 | COM |
| Ishares Tr Russell | 3548 | 1324965 | ETF |
| Sector Spdr Engy Select | 29601 | 1323461 | ETF |
| Norfolk Southern Corp | 4384 | 1265662 | COM |
| DIMENSIONAL U S CORE EQUITY 2 ETF | 31658 | 1253340 | ETF |
| Applied Materials Inc | 4861 | 1249228 | COM |
| American Century U.S. Quality Value ETF | 17870 | 1181944 | ETF |
| Qualcomm Inc | 6898 | 1179903 | COM |
| Abbott Laboratories | 9299 | 1165029 | COM |
| PIMCO Enhanced Short Maturity Active ETF | 11604 | 1164303 | ETF |
| Meta Platforms Inc | 1734 | 1144312 | COM |
| Coca Cola Company | 16278 | 1137980 | COM |
| General Electric Company | 3671 | 1130778 | COM |
| Intl Business Machines | 3766 | 1115527 | COM |
| Broadcom Inc | 3199 | 1107174 | COM |
| Bank Of America Corp | 19920 | 1095600 | COM |
| Sector Spdr Health Fund | 7022 | 1087006 | ETF |
| Ishares Russell 2000 | 4405 | 1084419 | ETF |
| Eli Lilly and Co | 1006 | 1081128 | COM |
| Nuveen ESG Mid-Cap Value ETF | 25919 | 1013442 | ETF |
| Blackrock Inc | 944 | 1010401 | COM |
| PowerShares QQQ ETF | 1598 | 981667 | ETF |
| Universal Corp Va | 18356 | 968261 | COM |
| Morgan Stanley | 5440 | 965830 | COM NEW |
| Intuitive Surgical New | 1702 | 963945 | COM |
| Thermo Electron Corp | 1626 | 942186 | COM |
| Netflix Inc | 10010 | 938538 | COM |
| Sector Spdr Fincl Select | 16909 | 926106 | ETF |
| Elevance Health Inc | 2631 | 922297 | COM |
| Goldman Sachs Group Inc | 1038 | 912402 | COM |
| Vanguard Value ETF | 4487 | 856972 | ETF |
| Dominion Res Inc Va New | 14548 | 852389 | COM |
| iShares US Healthcare | 12368 | 805157 | ETF |
| Emerson Electric Co | 5957 | 790613 | COM |
| Taiwan Semiconductr Adrf | 2557 | 777047 | ADR |
| Ishares Russell Midcap Growth | 5652 | 773985 | ETF |
| Atlantic Un Bankshares Corp | 21089 | 744442 | COM |
| Utd Dominion Rlty Tr Inc | 19913 | 730409 | COM |
| Vanguard Information Technology ETF | 964 | 726813 | ETF |
| Ishares S&P Smcap Value | 6270 | 713024 | ETF |
| Illinois Tool Works Inc | 2751 | 677460 | COM |
| Intuit Inc | 1012 | 670552 | COM |
| Blackstone Group LP | 4248 | 654787 | COM UNIT LTD |
| Ishares Russell 2000 Value ETF | 3600 | 652356 | ETF |
| Vanguard FTSE International | 10436 | 651929 | ETF |
| P10 Inc. Class A | 65277 | 640367 | CL A |
| Amgen Incorporated | 1879 | 615015 | COM |
| Ishares S&P National AMT-Free | 5648 | 604957 | ETF |
| Select Sector Spdr Trust The Utilities Select Sect | 14059 | 600179 | ETF |
| Spdr Gold TRUST | 1504 | 596050 | ETF |
| Tri Continental Corp | 18168 | 593367 | COM |
| Marriott Intl Inc Cl A | 1891 | 586664 | CL A |
| Micron Technology Inc | 2044 | 583378 | COM |
| Ge Vernova Llc Com | 886 | 579063 | COM |
| The Southern Company | 6229 | 543178 | COM |
| United Rentals Inc | 667 | 539816 | COM |
| American Express Company | 1426 | 527549 | COM |
| United Bankshares Inc | 13237 | 508315 | COM |
| Ishares Barclays Aggregate Bond | 4962 | 495654 | ETF |
| Honeywell International | 2512 | 490023 | COM |
| Sysco Corporation | 6584 | 485175 | COM |
| Vanguard S&P 500 Value ETF | 2346 | 480492 | ETF |
| Broadridge Finl Solution | 2130 | 475352 | COM |
| Advanced Micro Devices | 2148 | 460016 | COM |
| Microchip Technology Inc | 7038 | 448486 | COM |
| Starbucks Corp | 5197 | 437618 | COM |
| iShares MSCI Global Mtls&Mng Prdcrs ETF | 8500 | 436390 | ETF |
| Newmarket Corporation | 629 | 432287 | COM |
| Mckesson Corporation | 518 | 424910 | COM |
| Albemarle Corp | 3000 | 424320 | COM |
| CBRE Group Inc | 2637 | 424003 | COM |
| Nextera Energy Inc Com | 5233 | 420105 | COM |
| Verizon Communications | 10306 | 419763 | COM |
| CALVERT US LRG CAP RESPO INDX ETF | 4876 | 410754 | ETF |
| Texas Instruments Inc | 2334 | 404926 | COM |
| Pnc Finl Services Gp Inc | 1906 | 397828 | COM |
| Entergy Corp New | 4276 | 395231 | COM |
| Vanguard Growth ETF | 805 | 392556 | ETF |
| Dover Corporation | 1977 | 385989 | COM |
| Capital One Financial Cp | 1541 | 373481 | COM |
| 3m Company | 2314 | 370445 | COM |
| Nucor Corp | 2248 | 366671 | COM |
| Teledyne Technologies | 708 | 361597 | COM |
| Air Prod & Chemicals Inc | 1457 | 359908 | COM |
| Diageo Plc New Adr | 4086 | 352499 | SPON ADR NEW |
| Biogen Idec Inc | 2000 | 351980 | COM |
| Fastenal Co | 8726 | 350174 | COM |
| Brookfield Asset Management | 6648 | 348289 | COM |
| Vanguard Mid Cap Value | 1949 | 345694 | ETF |
| iShares Currency Hedged MSCI EAFE | 8103 | 335140 | ETF |
| Blue Ridge Bankshares Inc | 78315 | 334405 | COM |
| Corning Inc | 3808 | 333428 | COM |
| Ishares S&P Small-Cap | 2288 | 322974 | ETF |
| Fortinet Inc | 4057 | 322166 | COM |
| Intel Corp | 8698 | 320956 | COM |
| Ishares Dj Select Div Fd | 2260 | 318976 | ETF |
| Waste Management, INC. | 1450 | 318582 | COM |
| Danaher Corp Del | 1365 | 312531 | COM |
| Deere & Co | 665 | 309604 | COM |
| Parker-Hannifin Corp | 352 | 309394 | COM |
| Paychex Inc | 2733 | 306588 | COM |
| Northrop Grumman Corp | 530 | 302211 | COM |
| Ishares Nasdaq Biotechnology | 1750 | 295348 | ETF |
| NetApp Inc | 2730 | 292356 | COM |
| Seagate Technology | 1050 | 289160 | COM |
| Diamonds TRUST Series I | 600 | 288342 | UT SER 1 |
| General Dynamics Corp | 849 | 285824 | COM |
| Aon Plc Com Usd0.01 Cl A | 803 | 283363 | CL A |
| Ishares Comex Gold Trust ETF | 3485 | 282877 | GT |
| Cigna Corp | 1013 | 278808 | COM |
| Boeing Co | 1276 | 277045 | COM |
| Carmax Inc | 6946 | 268393 | COM |
| Salesforce Com | 984 | 260671 | COM |
| Hca Inc | 558 | 260632 | COM |
| Vanguard Total International Stock ETF | 3449 | 260193 | ETF |
| Vanguard Index Funds Vanguard High Dividend Yield | 1798 | 258049 | ETF |
| L3Harris Technologies Ord | 852 | 250122 | COM |
| Allstate Corporation | 1200 | 249780 | COM |
| Chubb Corporation | 786 | 245326 | COM |
| ProShares Ultra Bitcoin ETF | 11000 | 242990 | ETF |
| Enbridge Inc | 5011 | 239676 | COM |
| A T & T Inc New | 9586 | 238116 | COM |
| Adobe Systems Inc | 663 | 232043 | COM |
| Gilead Sciences Inc | 1785 | 219091 | COM |
| iShares Silver Trust | 3382 | 217868 | ETF |
| Main Str Cap Corp Com | 3600 | 217404 | COM |
| Ingersoll-Rand plc | 2723 | 215716 | COM |
| Novartis A G Spon Adr | 1556 | 214526 | ADR |
| D WAVE QUANTUM ORD | 7985 | 208808 | COM |
| Encompass Health Corp | 1918 | 203577 | COM |
| Berkley W R Corp | 2863 | 200754 | COM |
| Schwab US Large-Cap Growth ETF | 6133 | 200070 | ETF |
| Disney Walt Co | 1722 | 195912 | COM |
| United Parcel Service B | 1957 | 194135 | CL B |
| Canadian Pac Railway | 2625 | 193279 | COM |
| Prologis | 1500 | 191490 | COM |
| Kinsale Cap Group Inc Com | 485 | 189693 | COM |
| Iron Mountain Inc New | 2222 | 184315 | COM |
| Kimberly-Clark Corp | 1817 | 183317 | COM |
| Amer Electric Pwr Co Inc | 1588 | 183112 | COM |
| SPDR S&P Bank ETF | 2989 | 181402 | ETF |
| Prudential Financial Inc | 1602 | 180834 | COM |
| Kraft Heinz Co Com | 7321 | 177534 | COM |
| Ross Stores Inc | 980 | 176537 | COM |
| Edwards Lifesciences Cp | 2063 | 175871 | COM |
| Tesla, Inc | 378 | 169994 | COM |
| Sempra Energy | 1902 | 167928 | COM |
| Avery Dennison Corp | 911 | 165693 | COM |
| AB US Low Volatility Equity ETF | 2105 | 164948 | ETF |
| ETFS Physical Palladium | 1125 | 163553 | ETF |
| Target Corporation | 1660 | 162265 | COM |
| Citigroup Inc | 1368 | 159632 | COM |
| Apollo Global Management LLC Class A | 1100 | 159236 | CL A |
| K L A Tencor Corp | 125 | 151885 | COM |
| EPR Properties | 3000 | 149700 | COM |
| Wells Fargo & Co New | 1606 | 149679 | COM |
| Vanguard Health Care ETF | 512 | 147466 | ETF |
| Gildan Activewear Inc | 2311 | 144345 | COM |
| SPDR Portfolio S&P 500 Value ETF | 2494 | 141684 | ETF |
| Schwab US Large-Cap ETF | 5139 | 138290 | ETF |
| Sprott Physical Gold & Silver Trust | 3000 | 137400 | UT |
| Fiserv Inc | 2035 | 136691 | COM |
| Owens & Minor Inc Hldg Co | 46894 | 131303 | COM |
| Accenture Ltd Cl A | 488 | 130930 | CL A |
| Unilever Plc Adr New | 1959 | 128119 | ADR |
| Ameriprise Financial Inc | 254 | 124546 | COM |
| Dexcom Inc | 1860 | 123448 | COM |
| Genuine Parts Co | 1000 | 122960 | COM |
| Southwest Airlines Co | 2870 | 118617 | COM |
| Vanguard Intl Eqty Index | 1608 | 118313 | ETF |
| Vanguard Mega Cap ETF | 466 | 117045 | ETF |
| NXP Semiconductors NV | 532 | 115478 | COM |
| Roku Inc Com Cl A | 1027 | 111419 | CL A |
| Vanguard Reit | 1246 | 110259 | ETF |
| PTC Inc | 614 | 106965 | COM |
| Nestle S A Reg B Adr | 1075 | 106189 | ADR |
| Canadian Natl Ry Co | 1065 | 105275 | COM |
| Stantec Inc | 1115 | 105211 | COM |
| Analog Devices Inc | 383 | 103900 | COM |
| Genworth Financial Inc | 11480 | 103664 | COM |
| Quest Diagnostic Inc | 590 | 102383 | COM |
| Royal Bk Of Canada Isin #ca7800871021 | 600 | 102294 | COM |
| J B Hunt Transport Svcs | 500 | 97170 | COM |
| Vanguard Small Cap | 373 | 96215 | ETF |
| Valero Energy Corp New | 555 | 90271 | COM |
| Comcast Corp New Cl A | 3019 | 90234 | CL A |
| Idexx Labs Inc | 131 | 88625 | COM |
| Bp Plc Adr | 2548 | 88492 | ADR |
| Vanguard Emerging Market | 1568 | 84296 | ETF |
| Energy Transfer Equity LP | 5100 | 84099 | COM UT LTD PTN |
| PROFESSIONALLY MANAGED ETF | 1275 | 83525 | ETF |
| DFA TA World ex US Core Equity I | 2517 | 82381 | ETF |
| NortonLifeLock Inc | 3005 | 81706 | COM |
| Ford Motor Company New | 6130 | 80426 | COM |
| VICI Properties Inc | 2800 | 78736 | COM |
| Hanover Insurance Group | 430 | 78591 | COM |
| MPLX LP | 1452 | 77515 | COM |
| Sector Spdr Materials Fd | 1700 | 77095 | ETF |
| Aptargroup Inc | 630 | 76835 | COM |
| Xcel Energy Inc | 1040 | 76814 | COM |
| Heico Corp | 291 | 73457 | COM |
| City Holding Co | 581 | 69255 | COM |
| Oneok Inc New | 934 | 68649 | COM |
| Brookfield Infrastructure Corp | 1483 | 67328 | COM |
| Vanguard Tax-Exempt Bond ETF | 1337 | 67238 | ETF |
| General Motors Corp | 822 | 66857 | COM |
| iShares US Real Estate ETF | 700 | 65723 | ETF |
| Travelers Companies Inc | 219 | 63523 | COM |
| National Retail Properties Inc | 1600 | 63408 | COM |
| Rush Enterprises Inc | 1125 | 63293 | COM |
| FIDELITY WISE ORIGIN BITCOIN FUND | 830 | 63249 | ETF |
| Constellation Energy Co | 177 | 62588 | COM |
| iShares Core Dividend Growth ETF | 889 | 61714 | ETF |
| Cardinal Health Inc | 300 | 61692 | COM |
| Janus Henderson AAA CLO ETF | 1216 | 61483 | ETF |
| Realty Income Corp | 1083 | 61049 | COM |
| Pfizer Incorporated | 2441 | 60781 | COM |
| Cincinnati Financial Cp | 372 | 60755 | COM |
| Eversource Energy | 900 | 60597 | COM |
| WisdomTree SmallCap Dividend ETF | 1769 | 59173 | ETF |
| Nike Inc Class B | 912 | 58104 | CL B |
| D T E Energy Company | 450 | 58041 | COM |
| Ingredion Inc | 522 | 57556 | COM |
| Br Amer Tobacco Plc Adrf | 1000 | 56620 | ADR |
| Marsh & Mc Lennan Co Inc | 303 | 56199 | COM |
| C V S Corp Del | 700 | 55552 | COM |
| 2x Bitcoin Strategy ETF | 2000 | 55480 | ETF |
| Colgate-Palmolive Co | 700 | 55314 | COM |
| Sector Spdr Tr Con Stpls | 695 | 53988 | ETF |
| Schlumberger Ltd | 1392 | 53425 | COM |
| Novo-Nordisk A-S Adr | 1050 | 53424 | ADR |
| Alliancebernstein Hldg | 1350 | 51948 | COM |
| Essential Properties Realty Trust Inc | 1750 | 51905 | COM |
| Becton Dickinson & Co | 267 | 51742 | COM |
| DNP Select Income | 5063 | 50579 | ETF |
| Humana Inc | 195 | 49945 | COM |
| Bristol-Myers Squibb Co | 900 | 48546 | COM |
| Evergy Inc | 658 | 47698 | COM |
| Autozone Inc | 14 | 47481 | COM |
| Rubrik Inc | 620 | 47418 | CL A |
| ATLANT UN BK 400 DS RP 1 SRS A PRF | 1910 | 46470 | Preferred Stock |
| Electronic Arts Inc | 225 | 45974 | COM |
| Vanguard Intl Div Apprec ETF | 502 | 45908 | ETF |
| COPT Defense Properties | 1600 | 44480 | COM |
| Omega Healthcare Investors Inc | 1000 | 44340 | COM |
| Liberty Media Group | 436 | 42950 | COM |
| iShares Core MSCI Total Intl Stk ETF | 498 | 42123 | ETF |
| Willis Towers Watson | 127 | 41732 | COM |
| J P MORGAN NASDAQ EQT PRM INC ETF | 717 | 41672 | ETF |
| LINKBANCORP ORD | 4938 | 40788 | ORD SHS |
| GE HEALTHCARE TECHNOLOGIES ORD WI | 490 | 40190 | ORD SHS |
| iShares Bitcoin Trust ETF | 795 | 39472 | ETF |
| Lockheed Martin Corp | 81 | 39110 | COM |
| SPDR Portfolio S&P 500 ETF | 484 | 38826 | ETF |
| Vanguard Small-Cap Value ETF | 183 | 38758 | ETF |
| Vanguard Mid-Cap Growth ETF | 138 | 38602 | ETF |
| Toro Company | 490 | 38573 | COM |
| Carrier Global Corp-Wi | 700 | 36988 | COM |
| Ares Capital Corp | 1800 | 36414 | COM |
| Old Dominion Freight Lns | 232 | 36378 | COM |
| Companhia Vale Do Adr | 453 | 36254 | ADR |
| CareTrust REIT Inc | 1000 | 36160 | COM |
| Rpm International Inc | 346 | 35984 | COM |
| Dell Inc | 285 | 35876 | COM |
| SELECT STOXX EUROPE ASPC DFN ETF | 841 | 35431 | ETF |
| PIMCO Dynamic Income | 2000 | 35420 | ETF |
| Sanfilippo John B & Son Inc | 500 | 35300 | COM |
| InvenTrust Properties Corp. | 1250 | 35263 | COM |
| Verisk Analytics Inc Cla | 157 | 35119 | CL A |
| VERALTO ORD WI | 350 | 34923 | ORD SHS |
| Cohen & Steers REIT & Preferred Income | 1758 | 34914 | ETF |
| Brookfield Infra Ptnrs | 950 | 33003 | COM |
| New Jersey Resources Corporation | 700 | 32284 | COM |
| Bank of New York Mellon Corp. | 267 | 30996 | COM |
| APPLOVIN CORP CL A | 46 | 30734 | CL A |
| Ishares Russell 1000 Val | 146 | 30710 | ETF |
| Solventum Corp Com Shs | 386 | 30587 | COM |
| Manulife Financial Corpf | 838 | 30403 | COM |
| Invesco China Technology ETF | 578 | 30056 | ETF |
| Unumprovident Corp | 387 | 29993 | COM |
| OWL ROCK CAPITAL ORD | 2400 | 29832 | COM |
| Fidelity Ethereum Fund ETF | 1000 | 29610 | ETF |
| Moderna Inc | 1000 | 29490 | COM |
| Starwood Property Trust Inc. | 1610 | 28996 | COM |
| Lennar Corp Cl A | 282 | 28990 | CL A |
| Cohen & Steers Tot Ret Realty | 2580 | 28509 | COM |
| Autonation Inc | 138 | 28494 | COM |
| C M S Energy Corp | 400 | 27972 | COM |
| BROADSTONE NET LEASE ORD | 1579 | 27427 | ORD SHS |
| Etsy Inc com | 490 | 27166 | COM |
| Everest Re Group Ltd | 80 | 27148 | COM |
| U G I Corporation New | 720 | 26950 | COM |
| A E S Corp | 1875 | 26888 | COM |
| Highwoods Pptys Inc | 1017 | 26259 | COM |
| Solstice Advanced Materials Inc | 540 | 26233 | COM |
| Carlyle Secured Lending Inc | 2100 | 26229 | COM |
| Brixmor Property Group Inc | 1000 | 26220 | COM |
| Zoom Video Communications, Inc | 300 | 25887 | COM |
| W P Carey Inc | 402 | 25873 | COM |
| RIGETTI COMPUTING ORD | 1164 | 25783 | ORD SHS |
| Ishares S&P Smallcap Core ETF | 209 | 25073 | ETF |
| Pimco Corporate Opportunity Fund | 1920 | 24768 | ETF |
| SPDR S&P 500 Growth | 223 | 23794 | ETF |
| Carpenter Technology Cp | 75 | 23613 | COM |
| iShares MSCI KLD 400 Social ETF | 180 | 23189 | ETF |
| FIDELITY ENHANCED LARGE CAP ETF | 552 | 23018 | ETF |
| iShares MSCI USA ESG Select ETF | 165 | 22992 | ETF |
| iShares Russell Top 200 Growth ETF | 83 | 22986 | ETF |
| E O G Resources Inc | 218 | 22892 | COM |
| Schwab US Dividend Equity ETF | 830 | 22767 | ETF |
| Newmont Mining Corp | 226 | 22566 | COM |
| Bloom Energy Corp Class A | 257 | 22331 | CL A |
| Stag Industrial Inc | 600 | 22056 | COM |
| Regeneron Pharmaceuticals | 28 | 21612 | COM |
| Fidelity Natl Info Svcs | 312 | 20736 | COM |
| Mercadolibre Inc | 10 | 20143 | COM |
| Vanguard S&P Mid-Cap 400 Value ETF | 198 | 20000 | ETF |
| LEMONADE ORD | 274 | 19503 | COM |
| Johnson Controls Inc | 160 | 19160 | COM |
| Power Corp Cda Isin | 360 | 19159 | ORD SHS |
| General Mills Inc | 400 | 18600 | COM |
| Dollar Tree Inc | 150 | 18452 | COM |
| Hologic Inc | 247 | 18399 | COM |
| Kontoor Brands Inc COM | 300 | 18327 | COM |
| Vanguard Small-Cap Growth ETF | 60 | 18127 | ETF |
| DT MIDSTREAM ORD WI | 150 | 17952 | COM |
| Hewlett-Packard Company | 800 | 17824 | COM |
| Shore Bancshares Inc | 1000 | 17680 | COM |
| Vanguard ESG US Stock ETF | 146 | 17660 | ETF |
| Virginia National Bankshares Corp | 442 | 17614 | COM |
| LUCID GROUP ORD | 1650 | 17441 | COM |
| Lyondellbasell Industries NV | 400 | 17320 | ORD SHS |
| Qwest Communs Intl Inc | 211 | 17228 | COM |
| Yum Brands Inc | 113 | 17095 | COM |
| Dupont De Nemours Inc | 424 | 17045 | COM |
| iShares MSCI USA Minimum Volatility | 180 | 16949 | ETF |
| CALVERT US MID CR RESPON INDX ETF | 264 | 16930 | ETF |
| Phillips | 131 | 16904 | COM |
| Schwab US Aggregate Bond ETF | 721 | 16850 | ETF |
| First Trust Value Line Dividend ETF | 336 | 15483 | ETF |
| Exelon Corporation | 355 | 15474 | COM |
| Pinnacle West Capital Cp | 174 | 15434 | COM |
| Avista Corp | 400 | 15416 | COM |
| Charter Communications Inc | 72 | 15030 | COM |
| WESTERN GAS PARTNERS LP | 375 | 14813 | COM |
| Republic Services Inc | 65 | 13775 | COM |
| Shopify Inc | 85 | 13682 | COM |
| Tanger Fctry Outlet Ctrs | 406 | 13548 | COM |
| Canadian Natural Res | 400 | 13540 | COM |
| Public Storage | 52 | 13406 | COM |
| iShares US Aerospace & Defense | 62 | 13311 | ETF |
| Comfort Systems USA Inc | 14 | 13239 | COM |
| Extra Space Storage Inc | 100 | 13022 | COM |
| Akamai Technologies | 148 | 12913 | COM |
| Church & Dwight Co Inc | 146 | 12242 | COM |
| U S Bancorp Del New | 225 | 12006 | COM |
| Howmet Aerospace Inc | 58 | 11891 | COM |
| Medical Pptys Tr Inc | 2350 | 11750 | COM |
| ARS Pharmaceuticals Inc | 1000 | 11650 | COM |
| Chesapeake Financial Shares Inc | 412 | 11639 | COM |
| Titan America SA | 692 | 11404 | COM |
| Snowflake Inc | 50 | 10968 | COM |
| Metlife Inc | 138 | 10894 | COM |
| Vanguard World Fd Esg International Stock Etf | 150 | 10743 | ETF |
| Shift4 Payments Inc | 167 | 10516 | COM |
| Lam Research Corporation | 60 | 10271 | COM |
| iShares Interm Government/Credit Bd | 95 | 10163 | ETF |
| Palantir Technologies Inc | 56 | 9954 | COM |
| T-Mobile Us Inc | 48 | 9746 | COM |
| JPMorgan US Quality Factor ETF | 153 | 9667 | ETF |
| Welltower Inc Com | 52 | 9652 | COM |
| Hewlett Packard Enterprises | 400 | 9608 | COM |
| Pub Svc Ent Group Inc | 119 | 9564 | COM |
| Brookfield Renewable Partners LP | 354 | 9547 | COM |
| Tapestry Inc | 74 | 9455 | COM |
| S&p Global Inc | 18 | 9407 | COM |
| Astrazeneca Plc Adr | 99 | 9101 | ADR |
| Vaxart Inc Com New | 25984 | 9001 | COM |
| Marvell Tech Group Ltd | 103 | 8711 | COM |
| Royal Caribbean Cruises Ltd | 31 | 8647 | COM |
| Goldman Sachs ActiveBeta EMkts Eq ETF | 200 | 8324 | ETF |
| Fidelity MSCI Consumer Staples ETF | 162 | 7960 | ETF |
| ServiceNow Inc | 50 | 7660 | COM |
| Synopsys Inc | 16 | 7516 | COM |
| Dow Chemical Company | 319 | 7458 | COM |
| WARNER BROS. DISCOVERY SRS A ORD WI | 255 | 7349 | ORD SHS |
| PowerShares FTSE RAFI US 1500 Sm-Mid ETF | 160 | 7342 | ETF |
| Devon Energy Cp New | 200 | 7326 | COM |
| V F Corporation | 400 | 7232 | COM |
| CubeSmart | 200 | 7210 | COM |
| MSCI Inc | 12 | 6885 | COM |
| Old Republic Intl Corp | 150 | 6846 | COM |
| Invesco Financial Preferred ETF | 484 | 6844 | ETF |
| Apollo Commercial Real Estate Finance Inc | 700 | 6776 | COM |
| America First Multifamily Investors LP | 972 | 6697 | COM UT LTD PTN |
| Transdigm Group Inc | 5 | 6649 | COM |
| Reinsurance Grp Of Amer | 32 | 6511 | COM |
| Vodafone Group Plc Adr | 477 | 6301 | ADR |
| Lululemon Athletica Inc | 30 | 6234 | COM |
| Diamondback Energy Inc Com Usd0.01 | 41 | 6164 | COM |
| Baxter International Inc | 320 | 6115 | COM |
| Corteva Inc com | 91 | 6100 | COM |
| Schwab US Mid-Cap ETF | 199 | 5988 | ETF |
| O Reilly Automotive Inc | 60 | 5473 | COM |
| Chipotle Mexican Grill | 140 | 5180 | COM |
| Archer-Daniels-Midlnd Co | 90 | 5174 | COM |
| Linde plc | 12 | 5117 | ORD SHS |
| Costar Group Inc | 76 | 5110 | COM |
| Dollar General Corp | 38 | 4986 | COM |
| Cameco Corp | 54 | 4980 | COM |
| MILLROSE PROPERTIES INCWHEN ISSUED | 166 | 4958 | CL A |
| Yum China Hldgs Inc Com | 103 | 4917 | COM |
| Alexandria Real Est Eqty | 100 | 4894 | COM |
| Delta Air Lines Inc New | 70 | 4858 | COM |
| Wabtec | 22 | 4696 | COM |
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