Nicholas Hoffman & Company, LLC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Nicholas Hoffman & Company, LLC. held in its portfolio 320 assets valued at $4,312,727,325 (i.e. $4.31B).
The most valuable assets in the portfolio included: VANGUARD S&P 500 ETF ($869.59M), VANGUARD FTSE DEVELOPED MARKETS ETF ($797.67M), and BERKSHIRE HATHAWAY INC DEL CL B NEW ($397.42M).
The chart below shows the top 10 valuable assets, and the table below shows the top 320 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Nicholas Hoffman & Company, LLC. - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD S&P 500 ETF | 1386621 | 869591448 | ETF |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 12768794 | 797666589 | ETF |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 790658 | 397424244 | Stock |
| VANGUARD FTSE EMERGING MARKETS ETF | 6610526 | 355381852 | ETF |
| VANGUARD MID-CAP ETF | 1176433 | 341424277 | ETF |
| VANGUARD SMALL-CAP ETF | 748000 | 192946701 | ETF |
| VANGUARD DIVIDEND APPRECIATION ETF | 747782 | 164347526 | ETF |
| VANGUARD 0-3 MONTH TREASURY BILL ETF | 1800411 | 135804991 | ETF |
| INTUIT COM | 170803 | 113143323 | Stock |
| MICROSOFT CORP COM | 157302 | 76074447 | Stock |
| VANGUARD TOTAL STOCK MARKET ETF | 207371 | 69525364 | ETF |
| BROADCOM INC COM | 178634 | 61825144 | Stock |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 816339 | 60049882 | ETF |
| INVESCO QQQ TRUST SERIES I | 97048 | 59617633 | ETF |
| SPDR S&P 500 ETF TRUST | 80759 | 55071237 | ETF |
| APPLE INC COM | 112410 | 30559811 | Stock |
| CADENCE BANK COM | 406743 | 17424870 | Stock |
| ACCENTURE PLC IRELAND SHS CLASS A | 51323 | 13769961 | Stock |
| COCA COLA CO COM | 189151 | 13223574 | Stock |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 284622 | 12958826 | ETF |
| SCHWAB INTERNATIONAL EQUITY ETF | 533172 | 12817445 | ETF |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 425765 | 11585067 | ETF |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 319559 | 11523308 | ETF |
| ELI LILLY & CO. COM | 10278 | 11045371 | Stock |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 102266 | 10261408 | ETF |
| NVIDIA CORPORATION COM | 52814 | 9849889 | Stock |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 130280 | 9828357 | ETF |
| VANGUARD SMALL CAP VALUE ETF | 37773 | 7999918 | ETF |
| ALPHABET INC CAP STK CL A | 25462 | 7969673 | Stock |
| AMAZON COM INC COM | 34265 | 7909047 | Stock |
| ALPHABET INC CAP STK CL C | 25065 | 7865482 | Stock |
| CATERPILLAR INC COM | 13485 | 7725151 | Stock |
| SCHWAB EMERGING MARKETS EQUITY ETF | 229295 | 7509405 | ETF |
| HOME DEPOT INC COM | 20864 | 7179394 | Stock |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | 178814 | 7079235 | ETF |
| JOHNSON & JOHNSON COM | 33793 | 6993441 | Stock |
| ISHARES MSCI EMERGING MARKETS ASIA ETF | 70496 | 6628010 | ETF |
| ISHARES MSCI EAFE GROWTH ETF | 56363 | 6420848 | ETF |
| SOUTHERN CO COM | 73433 | 6403339 | Stock |
| ISHARES CORE S&P 500 ETF | 8623 | 5906180 | ETF |
| BERKSHIRE HATHAWAY INC DEL CL A | 7 | 5283600 | Stock |
| META PLATFORMS INC CL A | 7815 | 5158815 | Stock |
| EXXON MOBIL CORP COM | 37733 | 4540781 | Stock |
| MCDONALDS CORP COM | 14390 | 4398115 | Stock |
| VISA INC COM CL A | 11589 | 4064329 | Stock |
| JPMORGAN CHASE & CO. COM | 12611 | 4063551 | Stock |
| BANK AMERICA CORP COM | 72259 | 3974255 | Stock |
| CHEVRON CORP NEW COM | 25348 | 3863299 | Stock |
| WALMART INC COM | 34341 | 3825893 | Stock |
| SPDR GOLD SHARES | 9400 | 3725314 | ETF |
| PROCTER & GAMBLE CO COM | 25135 | 3602045 | Stock |
| VANGUARD CORE BOND ETF | 45382 | 3535043 | ETF |
| COSTCO WHOLESALE CORPORATION COM | 3992 | 3442832 | Stock |
| ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF | 36352 | 3385102 | ETF |
| ISHARES RUSSELL 2000 ETF | 13219 | 3253902 | ETF |
| RTX CORPORATION COM | 17728 | 3251379 | Stock |
| SCHWAB U.S. LARGE-CAP ETF | 119175 | 3207009 | ETF |
| ISHARES MSCI EAFE ETF | 33005 | 3169456 | ETF |
| INTERNATIONAL BUSINESS MACHS COM | 10624 | 3147037 | Stock |
| AUTOMATIC DATA PROCESSING INC COM | 11788 | 3032177 | Stock |
| PHILIP MORRIS INTL INC COM | 17642 | 2829725 | Stock |
| WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | 47526 | 2720407 | ETF |
| MASTERCARD INCORPORATED CL A | 4744 | 2708467 | Stock |
| GENERAL DYNAMICS CORP COM | 7994 | 2691247 | Stock |
| DIMENSIONAL US MARKETWIDE VALUE ETF | 57055 | 2658192 | ETF |
| ISHARES MSCI EAFE SMALL-CAP ETF | 33461 | 2594200 | ETF |
| VERIZON COMMUNICATIONS INC COM | 63504 | 2586507 | Stock |
| TRUIST FINL CORP COM | 51941 | 2556027 | Stock |
| UNITED PARCEL SERVICE INC CL B | 25045 | 2484229 | Stock |
| NORFOLK SOUTHN CORP COM | 8359 | 2413351 | Stock |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 26359 | 2410528 | ETF |
| AT&T INC COM | 96807 | 2404674 | Stock |
| SCHWAB U.S. MID-CAP ETF | 77847 | 2340871 | ETF |
| ABBVIE INC COM | 10235 | 2338490 | Stock |
| GOLDMAN SACHS GROUP INC COM | 2639 | 2319394 | Stock |
| DUKE ENERGY CORP NEW COM NEW | 18839 | 2208075 | Stock |
| GSK PLC SPONSORED ADR | 44950 | 2204347 | ADR |
| ASTRAZENECA PLC SPONSORED ADR | 23752 | 2183534 | ADR |
| GENUINE PARTS CO COM | 17728 | 2179832 | Stock |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 47596 | 2151828 | ETF |
| VANGUARD GROWTH ETF | 4317 | 2105859 | ETF |
| WELLS FARGO CO NEW COM | 22450 | 2092336 | Stock |
| NORTHROP GRUMMAN CORP COM | 3583 | 2043236 | Stock |
| UNILEVER PLC SPON ADR NEW | 30845 | 2017263 | ADR |
| SCHWAB U.S. SMALL-CAP ETF | 69729 | 1985885 | ETF |
| ALTRIA GROUP INC COM | 34227 | 1973513 | Stock |
| BRISTOL-MYERS SQUIBB CO COM | 36543 | 1971134 | Stock |
| ORACLE CORP COM | 9993 | 1947783 | Stock |
| TRAVELERS COMPANIES INC COM | 6674 | 1935717 | Stock |
| DIMENSIONAL U.S. EQUITY MARKET ETF | 25460 | 1888368 | ETF |
| CISCO SYS INC COM | 24513 | 1888225 | Stock |
| ISHARES SILVER TRUST | 29155 | 1878165 | ETF |
| SCHWAB U.S. BROAD MARKET ETF | 70228 | 1842087 | ETF |
| AMERICAN EXPRESS CO COM | 4921 | 1820505 | Stock |
| SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF | 67175 | 1784845 | ETF |
| ABBOTT LABS COM | 14074 | 1763298 | Stock |
| US BANCORP DEL COM NEW | 32598 | 1739405 | Stock |
| CUMMINS INC COM | 3354 | 1712191 | Stock |
| PPG INDS INC COM | 16673 | 1708324 | Stock |
| AFFIRM HLDGS INC COM CL A | 22571 | 1679960 | Stock |
| SCHWAB CHARLES CORP COM | 16203 | 1618881 | Stock |
| MERCK & CO INC COM | 14856 | 1563779 | Stock |
| SOUTHSTATE BK CORP COM | 16527 | 1555362 | Stock |
| ISHARES MSCI EAFE VALUE ETF | 21605 | 1542800 | ETF |
| TOTALENERGIES SE ACT | 23083 | 1510090 | Stock |
| MEDTRONIC PLC SHS | 15587 | 1497287 | Stock |
| VANGUARD LARGE-CAP ETF | 4438 | 1397082 | ETF |
| TJX COS INC NEW COM | 8732 | 1341387 | Stock |
| NOVARTIS AG SPONSORED ADR | 9702 | 1337615 | ADR |
| DOLLAR GEN CORP NEW COM | 9994 | 1326879 | Stock |
| COLUMBIA EM CORE EX-CHINA ETF | 34435 | 1320927 | ETF |
| MCKESSON CORP COM | 1600 | 1312085 | Stock |
| GE AEROSPACE COM NEW | 4168 | 1283894 | Stock |
| VANGUARD MEGA CAP GROWTH ETF | 3108 | 1282889 | ETF |
| BLACKROCK INC COM | 1187 | 1270415 | Stock |
| TESLA INC COM | 2801 | 1259666 | Stock |
| PNC FINL SVCS GROUP INC COM | 6002 | 1252710 | Stock |
| LOCKHEED MARTIN CORP COM | 2535 | 1226274 | Stock |
| ISHARES RUSSELL 1000 GROWTH ETF | 2564 | 1213775 | ETF |
| HERSHEY CO COM | 6668 | 1213515 | Stock |
| UNION PAC CORP COM | 5240 | 1212218 | Stock |
| PFIZER INC COM | 48634 | 1210982 | Stock |
| SANOFI SA SPONSORED ADR | 24565 | 1190420 | ADR |
| DISNEY WALT CO COM | 10462 | 1190216 | Stock |
| SHELL PLC SPON ADS | 16184 | 1189225 | ADR |
| ZIMMER BIOMET HOLDINGS INC COM | 13211 | 1187933 | Stock |
| PALO ALTO NETWORKS INC COM | 6297 | 1159907 | Stock |
| KENVUE INC COM | 67135 | 1158079 | Stock |
| GLOBE LIFE INC COM | 8269 | 1156504 | Stock |
| STRYKER CORPORATION COM | 3275 | 1150995 | Stock |
| DIAGEO PLC SPON ADR NEW | 13308 | 1148091 | ADR |
| ULTA BEAUTY INC COM | 1850 | 1119269 | Stock |
| KIMBERLY-CLARK CORP COM | 11051 | 1114922 | Stock |
| PAYPAL HLDGS INC COM | 19045 | 1111847 | Stock |
| ISHARES CORE S&P MID-CAP ETF | 16809 | 1109371 | ETF |
| VANGUARD TOTAL WORLD STOCK ETF | 7746 | 1092667 | ETF |
| TARGET CORP COM | 11156 | 1090528 | Stock |
| MONDELEZ INTL INC CL A | 19802 | 1065926 | Stock |
| MORGAN STANLEY COM NEW | 5897 | 1046894 | Stock |
| HONEYWELL INTL INC COM | 5353 | 1044343 | Stock |
| BARRICK MNG CORP COM SHS | 23897 | 1040714 | Stock |
| COLGATE PALMOLIVE CO COM | 13148 | 1038977 | Stock |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 3254 | 988858 | ADR |
| ICON PLC SHS | 5406 | 985081 | Stock |
| FTAI AVIATION LTD SHS | 5000 | 984250 | Stock |
| HEALTHPEAK PROPERTIES INC COM | 61086 | 982263 | REIT |
| PEPSICO INC COM | 6783 | 973548 | Stock |
| BROWN FORMAN CORP CL B | 36664 | 955451 | Stock |
| BOEING CO COM | 4375 | 949900 | Stock |
| DELTA AIR LINES INC DEL COM NEW | 13669 | 948643 | Stock |
| TEXAS INSTRS INC COM | 5410 | 938630 | Stock |
| SALESFORCE INC COM | 3504 | 928241 | Stock |
| CENCORA INC COM | 2747 | 927658 | Stock |
| DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 28269 | 925244 | ETF |
| CONOCOPHILLIPS COM | 9821 | 919367 | Stock |
| ILLINOIS TOOL WKS INC COM | 3718 | 915861 | Stock |
| LOWES COS INC COM | 3770 | 909196 | Stock |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 12436 | 903880 | ETF |
| BAXTER INTL INC COM | 46913 | 896507 | Stock |
| AFLAC INC COM | 8126 | 896030 | Stock |
| AGNC INVT CORP COM | 82195 | 881134 | REIT |
| WP CAREY INC COM | 13670 | 879801 | REIT |
| NATIONAL FUEL GAS CO COM | 10900 | 872669 | Stock |
| COTERRA ENERGY INC COM | 32987 | 868210 | Stock |
| DIMENSIONAL INTERNATIONAL VALUE ETF | 17255 | 861025 | ETF |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 10402 | 857962 | ETF |
| HARTFORD INSURANCE GROUP INC COM | 6196 | 853754 | Stock |
| OSHKOSH CORP COM | 6662 | 836947 | Stock |
| UNITEDHEALTH GROUP INC COM | 2533 | 836088 | Stock |
| WILLIAMS COS INC COM | 13778 | 828215 | Stock |
| VANGUARD S&P 500 GROWTH ETF | 1856 | 825159 | ETF |
| INTERCONTINENTAL EXCHANGE INC COM | 4984 | 807209 | Stock |
| ISHARES S&P 100 ETF | 2343 | 803579 | ETF |
| ISHARES MSCI INTL VALUE FACTOR ETF | 20913 | 795740 | ETF |
| SMURFIT WESTROCK PLC SHS | 20443 | 790531 | Stock |
| SCHWAB US DIVIDEND EQUITY ETF | 28576 | 783838 | ETF |
| EBAY INC. COM | 8878 | 773278 | Stock |
| INGREDION INC COM | 7000 | 771820 | Stock |
| TRANSDIGM GROUP INC COM | 577 | 767323 | Stock |
| JONES LANG LASALLE INC COM | 2270 | 763787 | Stock |
| PALANTIR TECHNOLOGIES INC CL A | 4255 | 756326 | Stock |
| CONSOLIDATED EDISON INC COM | 7503 | 745218 | Stock |
| BOOKING HOLDINGS INC COM | 137 | 733680 | Stock |
| HOWMET AEROSPACE INC COM | 3550 | 727821 | Stock |
| NEXTERA ENERGY INC COM | 8987 | 721441 | Stock |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 2594 | 714362 | Stock |
| NETFLIX INC. COM | 7530 | 706013 | Stock |
| AIR PRODS & CHEMS INC COM | 2837 | 700907 | Stock |
| BHP GROUP LTD SPONSORED ADS | 11552 | 697417 | ADR |
| ISHARES RUSSELL 1000 ETF | 1860 | 694591 | ETF |
| ISHARES S&P MID-CAP 400 GROWTH ETF | 7056 | 683571 | ETF |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | 14907 | 666490 | ETF |
| XPO INC COM | 4727 | 642447 | Stock |
| SOLVENTUM CORP COM SHS | 8106 | 642319 | Stock |
| BP PLC SPONSORED ADR | 18312 | 635993 | ADR |
| S&P GLOBAL INC COM | 1204 | 629223 | Stock |
| ISHARES S&P MID-CAP 400 VALUE ETF | 4630 | 609262 | ETF |
| PROSHARES SHORT S&P500 | 16722 | 602494 | ETF |
| VANGUARD RUSSELL 1000 VALUE ETF | 6476 | 597735 | ETF |
| LINDE PLC SHS | 1390 | 592682 | Stock |
| DIMENSIONAL U.S. TARGETED VALUE ETF | 9888 | 588709 | ETF |
| TEXAS PACIFIC LAND CORPORATION COM | 2034 | 584205 | Stock |
| SHERWIN WILLIAMS CO COM | 1789 | 579597 | Stock |
| SONOCO PRODS CO COM | 13231 | 577402 | Stock |
| CITIGROUP INC COM NEW | 4908 | 572744 | Stock |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 12861 | 571160 | ETF |
| ARES CAPITAL CORP COM | 28147 | 569414 | CEF |
| SERVICENOW INC COM | 3680 | 563739 | Stock |
| ENBRIDGE INC COM | 11631 | 556299 | Stock |
| MANULIFE FINL CORP COM | 15300 | 555084 | Stock |
| ADOBE INC COM | 1567 | 548434 | Stock |
| EMERSON ELEC CO COM | 4109 | 545346 | Stock |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 8019 | 539053 | ETF |
| VANGUARD TAX-EXEMPT BOND ETF | 10603 | 533208 | ETF |
| HONDA MOTOR LTD ADR ECH CNV IN 3 | 17989 | 530316 | ADR |
| NNN REIT INC COM | 13065 | 517766 | REIT |
| QUALCOMM INC COM | 3002 | 513573 | Stock |
| INTEL CORP COM | 13594 | 501602 | Stock |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 3461 | 498280 | ETF |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 3461 | 496776 | ETF |
| ISHARES GLOBAL 100 ETF | 3912 | 495533 | ETF |
| SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | 11040 | 491814 | ETF |
| ISHARES S&P 500 GROWTH ETF | 3975 | 489923 | ETF |
| VANGUARD INFORMATION TECHNOLOGY ETF | 642 | 483589 | ETF |
| THERMO FISHER SCIENTIFIC INC COM | 818 | 473990 | Stock |
| HCA HEALTHCARE INC COM | 1000 | 466860 | Stock |
| LAM RESEARCH CORP COM NEW | 2717 | 465096 | Stock |
| BROOKFIELD CORP CL A LTD VT SH | 10090 | 463030 | Stock |
| CINTAS CORP COM | 2434 | 457764 | Stock |
| PULTE GROUP INC COM | 3863 | 452975 | Stock |
| ISHARES MSCI INTL QUALITY FACTOR ETF | 9964 | 452847 | ETF |
| COPART INC COM | 11537 | 451674 | Stock |
| ISHARES CORE DIVIDEND GROWTH ETF | 6402 | 444427 | ETF |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 4263 | 443625 | ETF |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 2305 | 441546 | ETF |
| GE VERNOVA INC COM | 671 | 438681 | Stock |
| ISHARES CORE MSCI EAFE ETF | 4826 | 431734 | ETF |
| PHILLIPS 66 COM | 3319 | 428284 | Stock |
| SAP SE SPON ADR | 1751 | 425335 | ADR |
| ROYAL BK CDA COM | 2494 | 425202 | Stock |
| CHECK POINT SOFTWARE TECH LTD ORD | 2197 | 407675 | Stock |
| GOLUB CAP BDC INC COM | 29981 | 406843 | CEF |
| PIMCO DYNAMIC INCOME FD SHS | 22572 | 399750 | CEF |
| JOHNSON CTLS INTL PLC SHS | 3329 | 398648 | Stock |
| EOG RES INC COM | 3793 | 398303 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | 4958 | 397700 | ETF |
| TOYOTA MOTOR CORP ADS | 1852 | 396439 | ADR |
| PARKER-HANNIFIN CORP COM | 439 | 385863 | Stock |
| DANAHER CORPORATION COM | 1658 | 379492 | Stock |
| VANGUARD SHORT-TERM BOND ETF | 4764 | 375451 | ETF |
| STARBUCKS CORP COM | 4439 | 373823 | Stock |
| TE CONNECTIVITY PLC ORD SHS | 1629 | 370614 | Stock |
| ISHARES CORE S&P SMALL CAP ETF | 3083 | 370567 | ETF |
| INVESCO PHARMACEUTICALS ETF | 3475 | 363277 | ETF |
| APPLOVIN CORP COM CL A | 539 | 363189 | Stock |
| ENERGY TRANSFER L P COM UT LTD PTN | 21920 | 361461 | Stock |
| AMGEN INC COM | 1093 | 357668 | Stock |
| ISHARES CORE HIGH DIVIDEND ETF | 2936 | 357029 | ETF |
| REGIONS FINANCIAL CORP NEW COM | 12712 | 344495 | Stock |
| KIMCO RLTY CORP COM | 16950 | 343577 | REIT |
| L3HARRIS TECHNOLOGIES INC COM | 1143 | 335682 | Stock |
| VANGUARD MEGA CAP VALUE ETF | 2377 | 335537 | ETF |
| MARRIOTT INTL INC NEW CL A | 1074 | 333141 | Stock |
| PROSHARES ULTRAPRO S&P500 | 2877 | 333042 | ETF |
| VERTEX PHARMACEUTICALS INC COM | 732 | 331860 | Stock |
| ISHARES RUSSELL 1000 VALUE ETF | 1574 | 331075 | ETF |
| FREEPORT-MCMORAN INC CL B | 6432 | 326681 | Stock |
| CARDINAL HEALTH INC COM | 1585 | 325718 | Stock |
| QUANTA SVCS INC COM | 761 | 321188 | Stock |
| INTUITIVE SURGICAL INC COM NEW | 544 | 308100 | Stock |
| COMCAST CORP NEW CL A | 10247 | 306288 | Stock |
| VANGUARD S&P SMALL-CAP 600 ETF | 2745 | 304585 | ETF |
| EATON CORP PLC SHS | 953 | 303540 | Stock |
| CROWDSTRIKE HLDGS INC CL A | 644 | 301881 | Stock |
| KROGER CO COM | 4823 | 301347 | Stock |
| RIO TINTO PLC SPONSORED ADR | 3615 | 289327 | ADR |
| FIDELITY NASDAQ COMPOSITE INDEX ETF | 3081 | 281603 | ETF |
| FLEXSHARES ULTRA-SHORT INCOME FUND | 3736 | 281582 | ETF |
| VANGUARD RUSSELL 2000 ETF | 2824 | 281044 | ETF |
| MONSTER BEVERAGE CORP NEW COM | 3620 | 277545 | Stock |
| SPDR S&P EMERGING ASIA PACIFIC ETF | 1989 | 276070 | ETF |
| ISHARES LATIN AMERICA 40 ETF | 8979 | 273398 | ETF |
| SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | 8623 | 271709 | ETF |
| GENERAL MLS INC COM | 5837 | 271430 | Stock |
| AGNICO EAGLE MINES LTD COM | 1587 | 269044 | Stock |
| STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 2275 | 267813 | ETF |
| NEWMONT CORP COM | 2666 | 266243 | Stock |
| VANGUARD TOTAL BOND MARKET ETF | 3559 | 263606 | ETF |
| IDEXX LABS INC COM | 387 | 261817 | Stock |
| CAPITAL ONE FINL CORP COM | 1057 | 256175 | Stock |
| CME GROUP INC COM | 899 | 245613 | Stock |
| DOORDASH INC CL A | 1083 | 245278 | Stock |
| VANGUARD EXTENDED MARKET ETF | 1169 | 244564 | ETF |
| VANGUARD CONSUMER DISCRETIONARY ETF | 619 | 243836 | ETF |
| PROFICIENT AUTO LOGISTICS INC COM | 25000 | 241000 | Stock |
| SOLSTICE ADVANCED MATLS INC COM SHS | 4931 | 239548 | Stock |
| WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | 6000 | 237000 | Stock |
| VANGUARD VALUE ETF | 1226 | 234095 | ETF |
| VANGUARD ENERGY ETF | 1857 | 233883 | ETF |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 11896 | 232864 | ETF |
| SPDR S&P MIDCAP 400 ETF TRUST | 383 | 231056 | ETF |
| KLA CORP COM NEW | 184 | 224125 | Stock |
| GILEAD SCIENCES INC COM | 1819 | 223264 | Stock |
| VANGUARD S&P MID-CAP 400 ETF | 1989 | 222370 | ETF |
| HILTON WORLDWIDE HLDGS INC COM | 768 | 220608 | Stock |
| BLACKSTONE INC COM | 1412 | 217646 | Stock |
| ISHARES 0-3 MONTH TREASURY BOND ETF | 2164 | 217222 | ETF |
| AUTODESK INC COM | 733 | 216975 | Stock |
| AMPLIFY CYBERSECURITY ETF | 2677 | 215149 | ETF |
| GLOBAL PMTS INC COM | 2688 | 208051 | Stock |
| BARCLAYS PLC ADR | 8048 | 204822 | ADR |
| VANGUARD MID-CAP GROWTH ETF | 732 | 204330 | ETF |
| FEDEX CORP COM | 701 | 202572 | Stock |
| CANADIAN NATL RY CO COM | 2038 | 201456 | Stock |
| INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | 10940 | 185105 | ETF |
| GOLDMAN SACHS BDC INC SHS | 18504 | 171721 | CEF |
| BANCO SANTANDER SA ADR | 11326 | 132854 | ADR |
| BARINGS BDC INC COM | 14354 | 131770 | CEF |
| HALEON PLC SPON ADS | 11656 | 117842 | ADR |
| GOLDMINING INC COM | 10000 | 12500 | Stock |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.