Olistico Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 13, 2026, for the 2025 Q4 period, Olistico Wealth, LLC held in its portfolio 341 assets valued at $204,986,103 (i.e. $204.99M).
The most valuable assets in the portfolio included: VANGUARD GROWTH ETF ($20.79M), APPLE INC COM ($16.88M), and VANGUARD TOTAL STOCK MARKET ETF ($16.23M).
The chart below shows the top 10 valuable assets, and the table below shows the top 341 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Olistico Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD GROWTH ETF | 42604 | 20784744 | ETF |
| APPLE INC COM | 62074 | 16875533 | Stock |
| VANGUARD TOTAL STOCK MARKET ETF | 48411 | 16230745 | ETF |
| VANGUARD INFORMATION TECHNOLOGY ETF | 16841 | 12694484 | ETF |
| VANGUARD VALUE ETF | 45729 | 8733703 | ETF |
| NVIDIA CORPORATION COM | 46402 | 8653974 | Stock |
| CAPITAL GROUP DIVIDEND VALUE ETF | 190401 | 8309089 | ETF |
| CAPITAL GROUP GROWTH ETF | 143158 | 6366229 | ETF |
| AMAZON COM INC COM | 27369 | 6317313 | Stock |
| BROADCOM INC COM | 11639 | 4028258 | Stock |
| MICROSOFT CORP COM | 7704 | 3725722 | Stock |
| ALPHABET INC CAP STK CL A | 11261 | 3524635 | Stock |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 118579 | 3504008 | ETF |
| SCHWAB US DIVIDEND EQUITY ETF | 122625 | 3363600 | ETF |
| ONEOK INC NEW COM | 45625 | 3353413 | Stock |
| SPDR S&P 500 ETF TRUST | 4685 | 3195018 | ETF |
| CAPITAL GROUP CORE EQUITY ETF | 68288 | 2747229 | ETF |
| ALLIANT ENERGY CORP COM | 40238 | 2615872 | Stock |
| ELI LILLY & CO COM | 2398 | 2577296 | Stock |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | 49092 | 1943552 | ETF |
| JPMORGAN CHASE & CO. COM | 5874 | 1892720 | Stock |
| DIMENSIONAL U.S. SMALL CAP ETF | 26799 | 1867093 | ETF |
| AMERICAN EXPRESS CO COM | 4839 | 1790227 | Stock |
| VANGUARD LARGE-CAP ETF | 5393 | 1697787 | ETF |
| ISHARES CORE S&P SMALL CAP ETF | 13668 | 1642599 | ETF |
| DIMENSIONAL US CORE EQUITY MARKET ETF | 34764 | 1626934 | ETF |
| VANGUARD CONSUMER DISCRETIONARY ETF | 4054 | 1596903 | ETF |
| COSTCO WHSL CORP NEW COM | 1760 | 1517434 | Stock |
| ALPHABET INC CAP STK CL C | 4690 | 1471565 | Stock |
| DIMENSIONAL U.S. TARGETED VALUE ETF | 24495 | 1458455 | ETF |
| META PLATFORMS INC CL A | 2139 | 1411933 | Stock |
| MCDONALDS CORP COM | 4529 | 1384150 | Stock |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 35987 | 1371464 | ETF |
| AAON INC COM PAR $0.004 | 17903 | 1365104 | Stock |
| GOLDMAN SACHS GROUP INC COM | 1502 | 1320418 | Stock |
| PALANTIR TECHNOLOGIES INC CL A | 7333 | 1303441 | Stock |
| VANGUARD S&P 500 ETF | 2025 | 1270233 | ETF |
| INTERNATIONAL BUSINESS MACHS COM | 4160 | 1232234 | Stock |
| VISA INC COM CL A | 3381 | 1185744 | Stock |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 7431 | 1152717 | ETF |
| CATERPILLAR INC COM | 1907 | 1092463 | Stock |
| ENTERPRISE PRODS PARTNERS L P COM | 33552 | 1075677 | Stock |
| VANGUARD HEALTH CARE ETF | 3416 | 983333 | ETF |
| EXXON MOBIL CORP COM | 7868 | 946846 | Stock |
| ENERGY TRANSFER L P COM UT LTD PTN | 56246 | 927497 | Stock |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 1775 | 892204 | Stock |
| RTX CORPORATION COM | 4848 | 889049 | Stock |
| WALMART INC COM | 7958 | 886601 | Stock |
| CASEYS GEN STORES INC COM | 1588 | 877888 | Stock |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 5958 | 815956 | ETF |
| CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | 22689 | 786159 | ETF |
| VANGUARD INDUSTRIALS ETF | 2561 | 764125 | ETF |
| COCA COLA CO COM | 10391 | 726435 | Stock |
| LOCKHEED MARTIN CORP COM | 1319 | 637961 | Stock |
| INVESCO S&P 500 QUALITY ETF | 8458 | 634790 | ETF |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 1284 | 616837 | ETF |
| CHEVRON CORP NEW COM | 3957 | 603096 | Stock |
| ADVANCED MICRO DEVICES INC COM | 2726 | 583800 | Stock |
| VANGUARD TOTAL WORLD STOCK ETF | 4132 | 582820 | ETF |
| TJX COS INC NEW COM | 3678 | 564978 | Stock |
| INVESCO S&P 500 LOW VOLATILITY ETF | 6835 | 488156 | ETF |
| NETFLIX INC COM | 5038 | 472363 | Stock |
| VANGUARD EXTENDED MARKET ETF | 2238 | 468102 | ETF |
| DELL TECHNOLOGIES INC CL C | 3507 | 441461 | Stock |
| PROCTER AND GAMBLE CO COM | 2993 | 428927 | Stock |
| JOHNSON & JOHNSON COM | 1946 | 402725 | Stock |
| HOME DEPOT INC COM | 1164 | 400410 | Stock |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 3248 | 387884 | ETF |
| MERCK & CO INC COM | 3607 | 379630 | Stock |
| TEXAS INSTRS INC COM | 2091 | 362763 | Stock |
| VANGUARD MID-CAP ETF | 1221 | 354359 | ETF |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 2415 | 346601 | ETF |
| HELMERICH & PAYNE INC COM | 12065 | 346024 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 3145 | 335572 | ETF |
| CITIGROUP INC COM NEW | 2742 | 319964 | Stock |
| VANGUARD SMALL-CAP ETF | 1239 | 319650 | ETF |
| INVESCO QQQ TRUST SERIES I | 517 | 317703 | ETF |
| ISHARES CORE MSCI EAFE ETF | 3532 | 315991 | ETF |
| LINDE PLC SHS | 670 | 285681 | Stock |
| VANGUARD CONSUMER STAPLES ETF | 1292 | 272922 | ETF |
| VANGUARD RUSSELL 2000 ETF | 2707 | 269360 | ETF |
| ISHARES SELECT DIVIDEND ETF | 1878 | 265061 | ETF |
| SCHWAB CHARLES CORP COM | 2597 | 259421 | Stock |
| DIMENSIONAL U.S. EQUITY MARKET ETF | 3448 | 255705 | ETF |
| SALESFORCE INC COM | 961 | 254579 | Stock |
| VANGUARD COMMUNICATION SERVICES ETF | 1300 | 251719 | ETF |
| ORACLE CORP COM | 1279 | 249290 | Stock |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 1704 | 245325 | ETF |
| ISHARES SEMICONDUCTOR ETF | 785 | 236486 | ETF |
| ISHARES RUSSELL 1000 GROWTH ETF | 496 | 234565 | ETF |
| CISCO SYS INC COM | 3005 | 231475 | Stock |
| MASTERCARD INCORPORATED CL A | 400 | 228352 | Stock |
| UNITEDHEALTH GROUP INC COM | 606 | 200047 | Stock |
| PROSPERITY BANCSHARES INC COM | 2872 | 198484 | Stock |
| ACCENTURE PLC IRELAND SHS CLASS A | 727 | 195031 | Stock |
| ABBVIE INC COM | 827 | 189017 | Stock |
| NEXTERA ENERGY INC COM | 2346 | 188337 | Stock |
| CORNING INC COM | 2128 | 186328 | Stock |
| WILLIAMS COS INC COM | 3088 | 185596 | Stock |
| SNOWFLAKE INC COM SHS | 769 | 168688 | Stock |
| ISHARES RUSSELL MIDCAP ETF | 1708 | 164436 | ETF |
| VANGUARD CORE BOND ETF | 2107 | 164125 | ETF |
| GE AEROSPACE COM NEW | 530 | 163256 | Stock |
| CAPITAL GROUP CORE PLUS INCOME ETF | 6804 | 154043 | ETF |
| INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | 3161 | 151718 | ETF |
| COTERRA ENERGY INC COM | 5750 | 151340 | Stock |
| PEPSICO INC COM | 1034 | 148457 | Stock |
| AMERICAN ELEC PWR CO INC COM | 1183 | 136412 | Stock |
| VANGUARD MID-CAP GROWTH ETF | 475 | 132592 | ETF |
| SCHWAB U.S. LARGE-CAP ETF | 4905 | 131994 | ETF |
| APPLIED MATLS INC COM | 480 | 123355 | Stock |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 1611 | 121534 | ETF |
| VANGUARD ENERGY ETF | 938 | 118079 | ETF |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 1050 | 115700 | ETF |
| HONEYWELL INTL INC COM | 571 | 111442 | Stock |
| DELTA AIR LINES INC DEL COM NEW | 1575 | 109305 | Stock |
| UNION PAC CORP COM | 470 | 108773 | Stock |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 1708 | 106699 | ETF |
| ISHARES RUSSELL 2000 ETF | 423 | 104126 | ETF |
| PRINCIPAL FINANCIAL GROUP INC COM | 1158 | 102173 | Stock |
| GE VERNOVA INC COM | 153 | 99996 | Stock |
| ISHARES MSCI EAFE ETF | 1023 | 98239 | ETF |
| AT&T INC COM | 3896 | 96769 | Stock |
| EATON VANCE TAX-MANAGED BUY- W COM | 6400 | 91904 | CEF |
| BANK MONTREAL QUE COM | 700 | 90853 | Stock |
| PHILIP MORRIS INTL INC COM | 560 | 89747 | Stock |
| KLA CORP COM NEW | 66 | 79751 | Stock |
| TC ENERGY CORP COM | 1400 | 77201 | Stock |
| BANK AMERICA CORP COM | 1393 | 76588 | Stock |
| VANGUARD MID-CAP VALUE ETF | 430 | 76269 | ETF |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 250 | 75982 | ADR |
| KRATOS DEFENSE & SEC SOLUTIONS COM NEW | 1000 | 75910 | Stock |
| ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 1936 | 72397 | ETF |
| ISHARES RUSSELL MID-CAP VALUE ETF | 504 | 71089 | ETF |
| ALLSTATE CORP COM | 336 | 69938 | Stock |
| AUTOMATIC DATA PROCESSING INC COM | 271 | 69798 | Stock |
| VANGUARD DIVIDEND APPRECIATION ETF | 309 | 67819 | ETF |
| ABBOTT LABS COM | 536 | 67155 | Stock |
| BOEING CO COM | 300 | 65136 | Stock |
| DANAHER CORPORATION COM | 284 | 65013 | Stock |
| BRISTOL-MYERS SQUIBB CO COM | 1200 | 64728 | Stock |
| MICRON TECHNOLOGY INC COM | 221 | 63076 | Stock |
| SOUTHERN CO COM | 722 | 62958 | Stock |
| CHUBB LIMITED COM | 200 | 62424 | Stock |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 1132 | 62000 | ETF |
| KIMBERLY-CLARK CORP COM | 600 | 60534 | Stock |
| BOK FINL CORP COM NEW | 500 | 59230 | Stock |
| FEDEX CORP COM | 205 | 59216 | Stock |
| UNILEVER PLC SPON ADR NEW | 888 | 58075 | ADR |
| BANK NEW YORK MELLON CORP COM | 500 | 58045 | Stock |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | 1290 | 57676 | ETF |
| CROWDSTRIKE HLDGS INC CL A | 119 | 55782 | Stock |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 576 | 55457 | ETF |
| CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | 1960 | 54135 | ETF |
| BLACKROCK INC COM | 50 | 53517 | Stock |
| US BANCORP DEL COM NEW | 1000 | 53360 | Stock |
| REGIONS FINANCIAL CORP NEW COM | 1940 | 52574 | Stock |
| DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 1566 | 51255 | ETF |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 330 | 51058 | ETF |
| INVESCO SENIOR LOAN ETF | 2410 | 50610 | ETF |
| BORGWARNER INC COM | 1102 | 49640 | Stock |
| AIR PRODS & CHEMS INC COM | 200 | 49404 | Stock |
| DISNEY WALT CO COM | 421 | 47897 | Stock |
| ALTRIA GROUP INC COM | 816 | 47051 | Stock |
| STARBUCKS CORP COM | 550 | 46316 | Stock |
| NOVO-NORDISK A S ADR | 901 | 45843 | ADR |
| TE CONNECTIVITY PLC ORD SHS | 200 | 45502 | Stock |
| ISHARES MORNINGSTAR U.S. EQUITY ETF | 480 | 45302 | ETF |
| VANECK SEMICONDUCTOR ETF | 121 | 43576 | ETF |
| CORTEVA INC COM | 648 | 43435 | Stock |
| MONDELEZ INTL INC CL A | 768 | 41341 | Stock |
| NORTHERN TR CORP COM | 300 | 40977 | Stock |
| CENTERPOINT ENERGY INC COM | 1058 | 40571 | Stock |
| ARISTA NETWORKS INC COM SHS | 305 | 39964 | Stock |
| ISHARES GLOBAL CLEAN ENERGY ETF | 2412 | 39621 | ETF |
| WEC ENERGY GROUP INC COM | 372 | 39231 | Stock |
| CUMMINS INC COM | 76 | 38896 | Stock |
| DUKE ENERGY CORP NEW COM NEW | 326 | 38258 | Stock |
| STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | 372 | 36162 | ETF |
| ISHARES GLOBAL 100 ETF | 276 | 34961 | ETF |
| FORTINET INC COM | 429 | 34067 | Stock |
| C3 AI INC CL A | 2500 | 33700 | Stock |
| EOG RES INC COM | 314 | 33015 | Stock |
| AMGEN INC COM | 100 | 32731 | Stock |
| DUPONT DE NEMOURS INC COM | 784 | 31517 | Stock |
| FIRSTENERGY CORP COM | 700 | 31339 | Stock |
| CARIS LIFE SCIENCES INC COM | 1152 | 31081 | Stock |
| DEVON ENERGY CORP NEW COM | 841 | 30822 | Stock |
| CAPITAL ONE FINL CORP COM | 124 | 30053 | Stock |
| FIRST FINL BANKSHARES INC COM | 989 | 29541 | Stock |
| SCHWAB US TIPS ETF | 1114 | 29510 | ETF |
| SABINE RTY TR UNIT BEN INT | 427 | 29279 | Stock |
| THERMO FISHER SCIENTIFIC INC COM | 50 | 28973 | Stock |
| COMCAST CORP NEW CL A | 961 | 28734 | Stock |
| INTUITIVE SURGICAL INC COM NEW | 50 | 28318 | Stock |
| WP CAREY INC COM | 435 | 27997 | REIT |
| MORGAN STANLEY COM NEW | 154 | 27340 | Stock |
| TARGA RES CORP COM | 146 | 26937 | Stock |
| FORD MTR CO COM | 2000 | 26240 | Stock |
| ISHARES MORNINGSTAR MID-CAP ETF | 300 | 24819 | ETF |
| VANGUARD ULTRA-SHORT BOND ETF | 497 | 24770 | ETF |
| GENUINE PARTS CO COM | 201 | 24762 | Stock |
| WESTERN ASSET INVT GRADE OPPOR COM | 1468 | 24222 | CEF |
| WILLIAMS COS INC COM | 400 | 24044 | Option |
| JOHNSON CTLS INTL PLC SHS | 200 | 23950 | Stock |
| OGE ENERGY CORP COM | 553 | 23613 | Stock |
| AMERICAN TOWER CORP NEW COM | 133 | 23351 | REIT |
| CVS HEALTH CORP COM | 290 | 23014 | Stock |
| STATE STREET MATERIALS SELECT SECTOR SPDR ETF | 484 | 21949 | ETF |
| NXP SEMICONDUCTORS N V COM | 100 | 21706 | Stock |
| FIFTH THIRD BANCORP COM | 453 | 21205 | Stock |
| CARRIER GLOBAL CORPORATION COM | 400 | 21136 | Stock |
| YUM BRANDS INC COM | 138 | 20877 | Stock |
| CONSTELLATION ENERGY CORP COM | 59 | 20843 | Stock |
| DOW INC COM | 883 | 20645 | Stock |
| LULULEMON ATHLETICA INC COM | 98 | 20365 | Stock |
| VANGUARD RUSSELL 1000 VALUE ETF | 211 | 19475 | ETF |
| SHOPIFY INC CL A SUB VTG SHS | 120 | 19316 | Stock |
| XCEL ENERGY INC COM | 261 | 19277 | Stock |
| FLEXSHARES QUALITY DIVIDEND INDEX FUND | 225 | 18182 | ETF |
| OTIS WORLDWIDE CORP COM | 200 | 17470 | Stock |
| MEDTRONIC PLC SHS | 180 | 17291 | Stock |
| TESLA INC COM | 38 | 17089 | Stock |
| APOLLO GLOBAL MGMT INC COM | 115 | 16647 | Stock |
| TEXAS PACIFIC LAND CORPORATION COM | 57 | 16372 | Stock |
| INGERSOLL RAND INC COM | 201 | 15923 | Stock |
| ONE GAS INC COM | 200 | 15450 | Stock |
| LAM RESEARCH CORP COM NEW | 90 | 15406 | Stock |
| PHILLIPS 66 COM | 119 | 15365 | Stock |
| OCCIDENTAL PETE CORP COM | 370 | 15214 | Stock |
| VANGUARD MATERIALS ETF | 73 | 15151 | ETF |
| TRUIST FINL CORP COM | 300 | 14763 | Stock |
| HANCOCK JOHN PFD INCOME FD III COM | 1019 | 14684 | CEF |
| TRANE TECHNOLOGIES PLC SHS | 37 | 14400 | Stock |
| HALLIBURTON CO COM | 500 | 14130 | Stock |
| INTERCONTINENTAL EXCHANGE INC COM | 86 | 13929 | Stock |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 50 | 13770 | Stock |
| PFIZER INC COM | 550 | 13695 | Stock |
| KYNDRYL HLDGS INC COMMON STOCK | 511 | 13572 | Stock |
| PHINIA INC COMMON STOCK | 212 | 13290 | Stock |
| VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | 502 | 12962 | ETF |
| MP MATERIALS CORP COM CL A | 252 | 12731 | Stock |
| SPDR S&P MIDCAP 400 ETF TRUST | 20 | 12066 | ETF |
| WARNER BROS DISCOVERY INC COM SER A | 408 | 11759 | Stock |
| VANGUARD FINANCIALS ETF | 88 | 11747 | ETF |
| SUPER MICRO COMPUTER INC COM NEW | 400 | 11708 | Stock |
| ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | 155 | 11484 | ETF |
| BITWISE BITCOIN ETF TRUST | 240 | 11414 | ETF |
| THE CAMPBELLS COMPANY COM | 400 | 11148 | Stock |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 57 | 10919 | ETF |
| FIRST TRUST EIP POWER SOLUTIONS ETF | 325 | 10737 | ETF |
| AUTONATION INC COM | 50 | 10324 | Stock |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 125 | 10253 | Stock |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 150 | 10083 | ETF |
| STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF | 57 | 10007 | ETF |
| BANK OF NT BUTTERFIELD&SON LTD SHS NEW | 200 | 9964 | Stock |
| BOSTON SCIENTIFIC CORP COM | 104 | 9916 | Stock |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF | 163 | 9769 | ETF |
| ISHARES RUSSELL TOP 200 GROWTH ETF | 34 | 9445 | ETF |
| SERVICENOW INC COM | 60 | 9191 | Stock |
| ECOLAB INC COM | 35 | 9188 | Stock |
| ASTRAZENECA PLC SPONSORED ADR | 90 | 8274 | ADR |
| ISHARES TIPS BOND ETF | 75 | 8243 | ETF |
| WAYSTAR HLDG CORP COM | 250 | 8188 | Stock |
| ISHARES U.S. CONSUMER STAPLES ETF | 120 | 8030 | ETF |
| CLEVELAND-CLIFFS INC NEW COM | 590 | 7835 | Stock |
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 151 | 7817 | ETF |
| SOUTH BOW CORP COM | 280 | 7712 | Stock |
| KAYNE ANDERSON ENERGY INFRSTR COM | 620 | 7676 | CEF |
| BAXTER INTL INC COM | 400 | 7644 | Stock |
| PENTAIR PLC SHS | 72 | 7498 | Stock |
| CONOCOPHILLIPS COM | 80 | 7447 | Stock |
| UNITED PARCEL SERVICE INC CL B | 75 | 7439 | Stock |
| ISHARES CORE S&P US VALUE ETF | 72 | 7383 | ETF |
| INTEL CORP COM | 200 | 7380 | Stock |
| KINDER MORGAN INC DEL COM | 260 | 7147 | Stock |
| METLIFE INC COM | 82 | 6473 | Stock |
| VANGUARD S&P 500 GROWTH ETF | 14 | 6224 | ETF |
| VERIZON COMMUNICATIONS INC COM | 150 | 6110 | Stock |
| VANGUARD UTILITIES ETF | 33 | 6106 | ETF |
| ISHARES 20 YEAR TREASURY BOND ETF | 70 | 6101 | ETF |
| BHP GROUP LTD SPONSORED ADS | 100 | 6037 | ADR |
| VANGUARD RUSSELL 1000 GROWTH ETF | 44 | 5357 | ETF |
| ISHARES MORNINGSTAR SMALL CAP VALUE ETF | 75 | 5138 | ETF |
| WELLS FARGO CO NEW COM | 55 | 5126 | Stock |
| EMPIRE PETE CORP COM | 1651 | 5018 | Stock |
| HEWLETT PACKARD ENTERPRISE CO COM | 200 | 4804 | Stock |
| ISHARES GOLD TRUST | 57 | 4627 | ETF |
| BAKER HUGHES COMPANY CL A | 100 | 4554 | Stock |
| HP INC COM | 200 | 4456 | Stock |
| AUTODESK INC COM | 14 | 4144 | Stock |
| LENNAR CORP CL A | 40 | 4112 | Stock |
| XPO INC COM | 30 | 4077 | Stock |
| KINROSS GOLD CORP COM | 144 | 4055 | Stock |
| VANGUARD ESG U.S. STOCK ETF | 29 | 3485 | ETF |
| ISHARES MSCI JAPAN ETF | 43 | 3472 | ETF |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 80 | 3415 | ETF |
| SHELL PLC SPON ADS | 45 | 3290 | ADR |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 22 | 3271 | ETF |
| CANADIAN NAT RES LTD COM | 96 | 3250 | Stock |
| CANADIAN PACIFIC KANSAS CITY COM | 43 | 3170 | Stock |
| ISHARES MBS ETF | 33 | 3142 | ETF |
| BRITISH AMERN TOB PLC SPONSORED ADR | 55 | 3114 | ADR |
| CKX LDS INC COM | 339 | 3102 | Stock |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 57 | 3014 | ETF |
| EVERGY INC COM | 41 | 2972 | Stock |
| STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 35 | 2719 | ETF |
| EVOLUS INC COM | 400 | 2660 | Stock |
| EXPAND ENERGY CORPORATION COM | 24 | 2649 | Stock |
| INVESCO FLOATING RATE MUNICIPAL INCOME ETF | 100 | 2492 | ETF |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 30 | 2474 | ETF |
| FISERV INC COM | 35 | 2351 | Stock |
| APTIV PLC COM SHS | 30 | 2283 | Stock |
| DELUXE CORP COM | 100 | 2233 | Stock |
| GENERAC HLDGS INC COM | 15 | 2046 | Stock |
| ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | 100 | 2014 | ETF |
| DOVER CORP COM | 10 | 1952 | Stock |
| TD SYNNEX CORPORATION COM | 12 | 1803 | Stock |
| VANGUARD RUSSELL 3000 ETF | 6 | 1802 | ETF |
| CHIPOTLE MEXICAN GRILL INC COM | 45 | 1665 | Stock |
| VANGUARD SHORT-TERM TREASURY ETF | 27 | 1586 | ETF |
| VANGUARD LONG-TERM TREASURY ETF | 27 | 1507 | ETF |
| MERCER INTL INC COM | 755 | 1495 | Stock |
| ABRDN ASIA PACIFIC INCOME FUND COM NEW | 97 | 1488 | CEF |
| WASTE MGMT INC DEL COM | 6 | 1318 | Stock |
| KRAFT HEINZ CO COM | 50 | 1213 | Stock |
| SCHWAB SHORT-TERM US TREASURY ETF | 41 | 999 | ETF |
| PINTEREST INC CL A | 35 | 906 | Stock |
| VIATRIS INC COM | 66 | 822 | Stock |
| FERRARI N V COM | 2 | 749 | Stock |
| PILGRIMS PRIDE CORP COM | 19 | 741 | Stock |
| CHARTER COMMUNICATIONS INC NEW CL A | 3 | 626 | Stock |
| MILLROSE PPTYS INC COM CL A | 20 | 597 | reit |
| WOODSIDE ENERGY GROUP LTD SPONSORED ADR | 36 | 561 | ADR |
| CONCENTRIX CORP COM | 12 | 499 | Stock |
| BRIGHTHOUSE FINL INC COM | 7 | 454 | Stock |
| UNITED AIRLS HLDGS INC COM | 3 | 335 | Stock |
| GILDAN ACTIVEWEAR INC COM | 5 | 312 | Stock |
| ALLIANCEBERNSTEIN GLOBAL HIGH COM | 3 | 32 | CEF |
| SNDL INC COM | 12 | 20 | Stock |
| OBSIDIAN ENERGY LTD COM | 3 | 18 | Stock |
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