Princeton Global Asset Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, Princeton Global Asset Management LLC held in its portfolio 500 assets valued at $617,503,981 (i.e. $617.50M).
The most valuable assets in the portfolio included: BROADCOM INC COM ($40.08M), MICROSOFT CORP COM ($34.22M), and TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS ($29.41M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Princeton Global Asset Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| BROADCOM INC COM | 115808 | 40080998 | Stock |
| MICROSOFT CORP COM | 70751 | 34216426 | Stock |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 96765 | 29405880 | ADR |
| JPMORGAN CHASE & CO. COM | 64540 | 20796216 | Stock |
| ALPHABET INC CAP STK CL A | 63587 | 19902794 | Stock |
| BLACKSTONE INC COM | 112149 | 17286680 | Stock |
| QUANTA SVCS INC COM | 35644 | 15043766 | Stock |
| APPLE INC COM | 53851 | 14639865 | Stock |
| CRH PLC ORD | 116266 | 14510035 | Stock |
| ISHARES CORE DIVIDEND GROWTH ETF | 194397 | 13495019 | ETF |
| VISA INC COM CL A | 34684 | 12163885 | Stock |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 23941 | 12033692 | Stock |
| ALPHABET INC CAP STK CL C | 35696 | 11201507 | Stock |
| ENTERGY CORP NEW COM | 111213 | 10279402 | Stock |
| SPDR GOLD SHARES | 25169 | 9974726 | ETF |
| JOHNSON & JOHNSON COM | 42624 | 8821087 | Stock |
| INTUIT COM | 13305 | 8813327 | Stock |
| AMAZON COM INC COM | 36438 | 8410603 | Stock |
| COCA-COLA EUROPACIFIC PARTNERS SHS | 90849 | 8240003 | Stock |
| BANK AMERICA CORP COM | 131997 | 7259811 | Stock |
| TAPESTRY INC COM | 53397 | 6822585 | Stock |
| EATON CORP PLC SHS | 21289 | 6780673 | Stock |
| META PLATFORMS INC CL A | 9456 | 6241707 | Stock |
| ABBVIE INC COM | 27294 | 6236419 | Stock |
| CHUBB LIMITED COM | 19598 | 6117035 | Stock |
| LINDE PLC SHS | 14156 | 6035815 | Stock |
| VERTEX PHARMACEUTICALS INC COM | 13159 | 5965551 | Stock |
| LAM RESEARCH CORP COM NEW | 34421 | 5892258 | Stock |
| RTX CORPORATION COM | 30295 | 5556145 | Stock |
| CARLISLE COS INC COM | 16822 | 5380612 | Stock |
| SONY GROUP CORP SPONSORED ADR | 206703 | 5291594 | ADR |
| WATSCO INC COM | 14150 | 4767685 | Stock |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 51462 | 4706225 | ETF |
| VULCAN MATLS CO COM | 15117 | 4311781 | Stock |
| BOOKING HOLDINGS INC COM | 782 | 4187017 | Stock |
| COCA COLA CO COM | 59201 | 4138756 | Stock |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 68172 | 3962141 | ETF |
| NEXTERA ENERGY INC COM | 49008 | 3934358 | Stock |
| BROADRIDGE FINL SOLUTIONS INC COM | 17582 | 3923831 | Stock |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | 76938 | 3891511 | ETF |
| HOME DEPOT INC COM | 11183 | 3848009 | Stock |
| PACKAGING CORP AMER COM | 18640 | 3844140 | Stock |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 56815 | 3819098 | ETF |
| THERMO FISHER SCIENTIFIC INC COM | 6489 | 3760170 | Stock |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 64536 | 3694016 | ETF |
| GMO US QUALITY ETF | 93288 | 3587868 | ETF |
| T-MOBILE US INC COM | 17641 | 3581880 | Stock |
| MARATHON PETE CORP COM | 21712 | 3531066 | Stock |
| ACCENTURE PLC IRELAND SHS CLASS A | 12678 | 3401386 | Stock |
| VANGUARD TOTAL STOCK MARKET ETF | 10128 | 3395654 | ETF |
| ISHARES CORE MSCI EAFE ETF | 37520 | 3356531 | ETF |
| ISHARES FLOATING RATE BOND ETF | 64906 | 3301142 | ETF |
| XCEL ENERGY INC COM | 42411 | 3132476 | Stock |
| ELI LILLY & CO COM | 2853 | 3066105 | Stock |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 56449 | 2985001 | ETF |
| VERTIV HOLDINGS CO COM CL A | 17609 | 2852855 | Stock |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 62800 | 2839169 | ETF |
| SCHWAB US DIVIDEND EQUITY ETF | 102924 | 2823202 | ETF |
| CONSTELLATION ENERGY CORP COM | 7861 | 2777084 | Stock |
| REPUBLIC SVCS INC COM | 12852 | 2723683 | Stock |
| NVIDIA CORPORATION COM | 14568 | 2716857 | Stock |
| EOG RES INC COM | 25503 | 2678104 | Stock |
| JPMORGAN U.S. QUALITY FACTOR ETF | 38864 | 2455441 | ETF |
| WELLS FARGO CO NEW COM | 26246 | 2446081 | Stock |
| PROCTER AND GAMBLE CO COM | 16238 | 2327138 | Stock |
| VANGUARD S&P 500 ETF | 3550 | 2226493 | ETF |
| AMPHENOL CORP NEW CL A | 16109 | 2176995 | Stock |
| SCHWAB SHORT-TERM US TREASURY ETF | 83626 | 2037976 | ETF |
| GLOBAL X VARIABLE RATE PREFERRED ETF | 90153 | 2003198 | ETF |
| PALANTIR TECHNOLOGIES INC CL A | 11251 | 1999865 | Stock |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | 13679 | 1968271 | Stock |
| STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF | 11073 | 1928708 | ETF |
| ORACLE CORP COM | 9576 | 1866547 | Stock |
| ADOBE INC COM | 5277 | 1846897 | Stock |
| GOLDMAN SACHS GROUP INC COM | 2063 | 1813702 | Stock |
| INVESCO QQQ TRUST SERIES I | 2828 | 1737269 | ETF |
| VANGUARD VALUE ETF | 9079 | 1733998 | ETF |
| VANGUARD FTSE EMERGING MARKETS ETF | 31460 | 1691290 | ETF |
| GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 35318 | 1687869 | ETF |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | 61672 | 1569853 | ETF |
| VANGUARD RUSSELL 1000 GROWTH ETF | 12894 | 1569845 | ETF |
| ISHARES CORE S&P SMALL CAP ETF | 12336 | 1482540 | ETF |
| SPDR S&P 500 ETF TRUST | 2077 | 1416289 | ETF |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | 57807 | 1403547 | ETF |
| ISHARES CORE S&P MID-CAP ETF | 20843 | 1375642 | ETF |
| ISHARES CORE S&P 500 ETF | 1936 | 1325717 | ETF |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 25708 | 1309566 | ETF |
| CISCO SYS INC COM | 16650 | 1282536 | Stock |
| ABBOTT LABS COM | 10166 | 1273759 | Stock |
| GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF | 14756 | 1256047 | ETF |
| FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | 62994 | 1221448 | ETF |
| EXXON MOBIL CORP COM | 10091 | 1214298 | Stock |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 11741 | 1172691 | ETF |
| ISHARES CORE DIVIDEND ETF | 20862 | 1108815 | ETF |
| ISHARES MSCI USA MIN VOL FACTOR ETF | 11400 | 1073399 | ETF |
| PEPSICO INC COM | 7360 | 1056341 | Stock |
| SCHWAB U.S. MID-CAP ETF | 34336 | 1032484 | ETF |
| FIRST TRUST DOW JONES INTERNET INDEX FUND | 3815 | 1026922 | ETF |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 6758 | 972883 | ETF |
| WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND | 22779 | 944862 | ETF |
| SCHWAB INTERNATIONAL EQUITY ETF | 38746 | 931454 | ETF |
| WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND | 18257 | 905867 | ETF |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 6544 | 896135 | ETF |
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | 16694 | 874933 | ETF |
| ISHARES 0-5 YEAR TIPS BOND ETF | 8236 | 843257 | ETF |
| PUBLIC SVC ENTERPRISE GRP INC COM | 10263 | 824157 | Stock |
| ISHARES RUSSELL MIDCAP ETF | 8316 | 800581 | ETF |
| PHILIP MORRIS INTL INC COM | 4897 | 785479 | Stock |
| ISHARES RUSSELL 1000 GROWTH ETF | 1656 | 783785 | ETF |
| JPMORGAN ULTRA-SHORT INCOME ETF | 15115 | 764647 | ETF |
| VANGUARD ESG U.S. STOCK ETF | 6133 | 741896 | ETF |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 11830 | 739020 | ETF |
| COSTCO WHSL CORP NEW COM | 835 | 720464 | Stock |
| STATE STREET SPDR S&P DIVIDEND ETF | 4887 | 680024 | ETF |
| LOWES COS INC COM | 2812 | 678142 | Stock |
| ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | 26342 | 672513 | ETF |
| INTERNATIONAL BUSINESS MACHS COM | 2260 | 669528 | Stock |
| CORNING INC COM | 7581 | 663824 | Stock |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | 27034 | 655029 | ETF |
| WASTE MGMT INC DEL COM | 2880 | 632811 | Stock |
| APPLIED MATLS INC COM | 2433 | 625257 | Stock |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | 26534 | 621028 | ETF |
| MPLX LP COM UNIT REP LTD | 11515 | 614536 | Stock |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 18695 | 609835 | ETF |
| DTE ENERGY CO COM | 4395 | 566866 | Stock |
| VANGUARD TOTAL WORLD STOCK ETF | 4015 | 566305 | ETF |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 4990 | 532433 | ETF |
| L3HARRIS TECHNOLOGIES INC COM | 1810 | 531362 | Stock |
| ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | 20600 | 528122 | ETF |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 7038 | 511522 | ETF |
| DEERE & CO COM | 1096 | 510265 | Stock |
| VANECK MORNINGSTAR WIDE MOAT ETF | 4830 | 500212 | ETF |
| ISHARES RUSSELL 2000 ETF | 1982 | 487972 | ETF |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF | 8139 | 487770 | ETF |
| FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | 3176 | 486026 | ETF |
| PHILLIPS 66 COM | 3678 | 474560 | Stock |
| NORFOLK SOUTHN CORP COM | 1643 | 474400 | Stock |
| MERCK & CO INC COM | 4446 | 468038 | Stock |
| HUBBELL INC COM | 1035 | 459654 | Stock |
| ALTRIA GROUP INC COM | 7873 | 453981 | Stock |
| AMERICAN EXPRESS CO COM | 1208 | 446857 | Stock |
| SCHWAB U.S. LARGE-CAP VALUE ETF | 15040 | 445334 | ETF |
| VICTORYSHARES CORE INTERMEDIATE BOND ETF | 9054 | 428749 | ETF |
| SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | 12900 | 425958 | CEF |
| ISHARES SILVER TRUST | 6519 | 419954 | ETF |
| KLA CORP COM NEW | 338 | 411028 | Stock |
| WILLIAMS SONOMA INC COM | 2300 | 410757 | Stock |
| NETFLIX INC COM | 4291 | 402305 | Stock |
| VERIZON COMMUNICATIONS INC COM | 9518 | 387648 | Stock |
| GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | 7185 | 379368 | ETF |
| CATERPILLAR INC COM | 637 | 364918 | Stock |
| FIRST TRUST WATER ETF | 3344 | 363242 | ETF |
| GLADSTONE COMMERCIAL CORP COM | 33511 | 357559 | REIT |
| ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | 4286 | 354752 | ETF |
| CONSOLIDATED EDISON INC COM | 3514 | 349015 | Stock |
| CURTISS WRIGHT CORP COM | 630 | 347300 | Stock |
| ENTERPRISE PRODS PARTNERS L P COM | 10311 | 330578 | Stock |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 2260 | 324347 | ETF |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | 14600 | 322221 | ETF |
| VANGUARD TOTAL BOND MARKET ETF | 4252 | 314946 | ETF |
| ISHARES ESG OPTIMIZED MSCI USA ETF | 2242 | 312411 | ETF |
| TESLA INC COM | 693 | 311809 | Stock |
| DT MIDSTREAM INC COMMON STOCK | 2525 | 302192 | Stock |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | 4221 | 301590 | ETF |
| ISHARES IBONDS DEC 2026 TERM TREASURY ETF | 12430 | 284336 | ETF |
| HARTFORD MUNICIPAL OPPORTUNITIES ETF | 7268 | 284251 | ETF |
| COMFORT SYS USA INC COM | 300 | 280093 | Stock |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 3655 | 275733 | ETF |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 5668 | 273878 | ETF |
| BOEING CO COM | 1241 | 269446 | Stock |
| ISHARES BITCOIN TRUST ETF | 5333 | 264783 | ETF |
| SOUTHERN CO COM | 2983 | 260152 | Stock |
| CHEVRON CORP NEW COM | 1669 | 254321 | Stock |
| MCDONALDS CORP COM | 828 | 253044 | Stock |
| AT&T INC COM | 10085 | 250510 | Stock |
| ISHARES S&P 500 GROWTH ETF | 2005 | 247136 | ETF |
| PRINCETON BANCORP INC COM | 6994 | 242622 | Stock |
| XYLEM INC COM | 1753 | 238787 | Stock |
| ISHARES S&P 500 VALUE ETF | 1100 | 233277 | ETF |
| AUTOMATIC DATA PROCESSING INC COM | 893 | 229735 | Stock |
| VANGUARD RUSSELL 1000 VALUE ETF | 2452 | 226320 | ETF |
| HONEYWELL INTL INC COM | 1134 | 221319 | Stock |
| BLACKROCK INC COM | 206 | 220490 | Stock |
| TEXAS INSTRS INC COM | 1268 | 220059 | Stock |
| ISHARES MSCI ACWI ETF | 1550 | 219310 | ETF |
| VANECK SEMICONDUCTOR ETF | 608 | 218959 | ETF |
| AFLAC INC COM | 1948 | 214806 | Stock |
| ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF | 8450 | 214546 | ETF |
| KAYNE ANDERSON ENERGY INFRSTR COM | 17290 | 214050 | CEF |
| ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 4960 | 212635 | ETF |
| ECOLAB INC COM | 802 | 210547 | Stock |
| VANGUARD SMALL-CAP ETF | 797 | 205587 | ETF |
| ISHARES MSCI USA QUALITY FACTOR ETF | 1013 | 201202 | ETF |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | 4500 | 201195 | ETF |
| VANGUARD MEGA CAP ETF | 800 | 200936 | ETF |
| ISHARES RUSSELL 1000 VALUE ETF | 955 | 200875 | ETF |
| ISHARES DOW JONES U.S. ETF | 1200 | 198972 | ETF |
| WELLTOWER INC COM | 1064 | 197489 | REIT |
| GILEAD SCIENCES INC COM | 1603 | 196752 | Stock |
| QUALCOMM INC COM | 1138 | 194635 | Stock |
| ISHARES RUSSELL MID-CAP VALUE ETF | 1363 | 192289 | ETF |
| VISTRA CORP COM | 1188 | 191660 | Stock |
| APTUS COLLARED INVESTMENT OPPORTUNITY ETF | 4303 | 188041 | ETF |
| ISHARES MSCI INTL QUALITY FACTOR ETF | 4113 | 186939 | ETF |
| AMERICAN ELEC PWR CO INC COM | 1614 | 186072 | Stock |
| GE AEROSPACE COM NEW | 604 | 185941 | Stock |
| INVESCO S&P 500 GARP ETF | 1629 | 185478 | ETF |
| VANGUARD MID-CAP ETF | 639 | 185451 | ETF |
| SPDR MSCI EAFE STRATEGICFACTORS ETF | 2025 | 183607 | ETF |
| BROOKFIELD CORP CL A LTD VT SH | 3979 | 182596 | Stock |
| BRISTOL-MYERS SQUIBB CO COM | 3364 | 181454 | Stock |
| CAMECO CORP COM | 1980 | 181150 | Stock |
| SCHWAB U.S. BROAD MARKET ETF | 6863 | 180006 | ETF |
| ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | 8257 | 174646 | ETF |
| NUVEEN ESG LARGE-CAP GROWTH ETF | 1711 | 167336 | ETF |
| MASTERCARD INCORPORATED CL A | 290 | 165458 | Stock |
| ILLINOIS TOOL WKS INC COM | 669 | 164897 | Stock |
| UNITEDHEALTH GROUP INC COM | 495 | 163262 | Stock |
| AMGEN INC COM | 498 | 162935 | Stock |
| NORTHFIELD BANCORP INC DEL COM | 14076 | 160889 | Stock |
| M & T BK CORP COM | 787 | 158565 | Stock |
| DUKE ENERGY CORP NEW COM NEW | 1348 | 158024 | Stock |
| NRG ENERGY INC COM NEW | 980 | 156055 | Stock |
| ASTRAZENECA PLC SPONSORED ADR | 1657 | 152328 | ADR |
| MSC INCOME FUND INC COM | 11506 | 151189 | CEF |
| VANGUARD DIVIDEND APPRECIATION ETF | 688 | 151109 | ETF |
| DIMENSIONAL U.S. TARGETED VALUE ETF | 2500 | 148850 | ETF |
| S&P GLOBAL INC COM | 284 | 148416 | Stock |
| DISNEY WALT CO COM | 1295 | 147287 | Stock |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 951 | 147264 | ETF |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 2669 | 146203 | ETF |
| ISHARES ESG MSCI KLD 400 ETF | 1134 | 146093 | ETF |
| WALMART INC COM | 1304 | 145283 | Stock |
| SALESFORCE INC COM | 544 | 144122 | Stock |
| CHURCH & DWIGHT CO INC COM | 1710 | 143406 | Stock |
| ISHARES S&P 100 ETF | 408 | 139932 | ETF |
| ISHARES NATIONAL MUNI BOND ETF | 1257 | 134620 | ETF |
| ISHARES J.P. MORGAN EM CORPORATE BOND ETF | 2899 | 132977 | ETF |
| EPAM SYS INC COM | 636 | 130304 | Stock |
| AMERIPRISE FINL INC COM | 255 | 125037 | Stock |
| PROGRESSIVE CORP COM | 549 | 124914 | Stock |
| SYSCO CORP COM | 1685 | 124168 | Stock |
| 3M CO COM | 769 | 123191 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | 1518 | 121774 | ETF |
| ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | 4705 | 120330 | ETF |
| CITIGROUP INC COM NEW | 1028 | 119957 | Stock |
| APTUS DEFINED RISK ETF | 4137 | 117780 | ETF |
| NOVO-NORDISK A S ADR | 2307 | 117375 | ADR |
| VANGUARD S&P 500 GROWTH ETF | 263 | 116968 | ETF |
| VANGUARD EXTENDED MARKET ETF | 559 | 116898 | ETF |
| JPMORGAN FLEXIBLE DEBT ETF | 2326 | 116821 | ETF |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 1368 | 115776 | ETF |
| ISHARES EUROPE ETF | 1647 | 112993 | ETF |
| CUMMINS INC COM | 221 | 112809 | Stock |
| TJX COS INC NEW COM | 723 | 111060 | Stock |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 430 | 110093 | Stock |
| BANK NEW YORK MELLON CORP COM | 946 | 109821 | Stock |
| UNITED RENTALS INC COM | 134 | 108682 | Stock |
| SUN LIFE FINANCIAL INC. COM | 1741 | 108638 | Stock |
| INVESCO GLOBAL CLEAN ENERGY ETF | 6705 | 107826 | ETF |
| STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 3567 | 107723 | ETF |
| MONDELEZ INTL INC CL A | 1960 | 105507 | Stock |
| BLUE OWL CAPITAL INC COM CL A | 6912 | 103265 | Stock |
| US BANCORP DEL COM NEW | 1923 | 102611 | Stock |
| EATON VANCE TAX-MANAGED GLOBAL COM | 10526 | 100315 | CEF |
| GE VERNOVA INC COM | 153 | 99898 | Stock |
| QUEST DIAGNOSTICS INC COM | 574 | 99638 | Stock |
| NEWMONT CORP COM | 988 | 98652 | Stock |
| ZOETIS INC CL A | 775 | 97511 | Stock |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | 829 | 94330 | ETF |
| EATON VANCE TAX-MANAGED BUY- W COM | 6420 | 92193 | CEF |
| CAPITAL ONE FINL CORP COM | 379 | 91854 | Stock |
| SHELL PLC SPON ADS | 1247 | 91599 | ADR |
| ACCESS TREASURY 0-1 YEAR ETF | 905 | 90477 | ETF |
| FIRST CTZNS BANCSHARES INC DEL CL A | 42 | 90443 | Stock |
| VANGUARD INTERMEDIATE-TERM BOND ETF | 1151 | 89640 | ETF |
| SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN | 4733 | 87741 | Stock |
| ISHARES GLOBAL HEALTHCARE ETF | 899 | 87597 | ETF |
| PARKER-HANNIFIN CORP COM | 99 | 87290 | Stock |
| GENERAL DYNAMICS CORP COM | 259 | 87195 | Stock |
| CINCINNATI FINL CORP COM | 530 | 86560 | Stock |
| VANGUARD ESG U.S. CORPORATE BOND ETF | 1355 | 86219 | ETF |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | 610 | 86108 | ETF |
| NORTHROP GRUMMAN CORP COM | 151 | 86102 | Stock |
| VANGUARD GROWTH ETF | 170 | 82936 | ETF |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 432 | 82740 | ETF |
| ALERIAN MLP ETF | 1750 | 82285 | ETF |
| OPUS SMALL CAP VALUE ETF | 2190 | 81096 | ETF |
| ISHARES ESG AWARE MSCI EAFE ETF | 850 | 80827 | ETF |
| TRAVELERS COMPANIES INC COM | 278 | 80637 | Stock |
| ARISTA NETWORKS INC COM SHS | 612 | 80190 | Stock |
| ROCKWELL AUTOMATION INC COM | 206 | 80148 | Stock |
| VANGUARD TAX-EXEMPT BOND ETF | 1580 | 79441 | ETF |
| MORGAN STANLEY COM NEW | 447 | 79356 | Stock |
| MOODYS CORP COM | 154 | 78671 | Stock |
| XTRACKERS MSCI EAFE SELECTION EQUITY ETF | 2224 | 78243 | ETF |
| PROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF | 903 | 78153 | ETF |
| CONOCOPHILLIPS COM | 832 | 77842 | Stock |
| MAIN STR CAP CORP COM | 1289 | 77831 | CEF |
| ISHARES MSCI EAFE VALUE ETF | 1089 | 77765 | ETF |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 498 | 77202 | ETF |
| WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND | 2460 | 77019 | ETF |
| EATON VANCE TAX-MANAGED DIVERS COM | 4983 | 76440 | CEF |
| FORD MTR CO COM | 5726 | 75125 | Stock |
| DIMENSIONAL U.S. SMALL CAP ETF | 1070 | 74547 | ETF |
| ADVANCED MICRO DEVICES INC COM | 341 | 73029 | Stock |
| WILLIAMS COS INC COM | 1203 | 72319 | Stock |
| CORTEVA INC COM | 1069 | 71653 | Stock |
| GENERAL MTRS CO COM | 862 | 70118 | Stock |
| KIMBERLY-CLARK CORP COM | 690 | 69589 | Stock |
| STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF | 527 | 69541 | ETF |
| GENERAL MLS INC COM | 1456 | 67704 | Stock |
| VANGUARD FTSE EUROPE ETF | 806 | 67364 | ETF |
| STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | 1177 | 66130 | ETF |
| CVS HEALTH CORP COM | 806 | 63990 | Stock |
| CROWDSTRIKE HLDGS INC CL A | 136 | 63751 | Stock |
| TRUIST FINL CORP COM | 1288 | 63382 | Stock |
| STRYKER CORPORATION COM | 180 | 63265 | Stock |
| IDEXX LABS INC COM | 93 | 62917 | Stock |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 438 | 62779 | ETF |
| HERSHEY CO COM | 343 | 62419 | Stock |
| DUPONT DE NEMOURS INC COM | 1552 | 62390 | Stock |
| ISHARES GOLD TRUST | 766 | 62176 | ETF |
| SERVICENOW INC COM | 405 | 62042 | Stock |
| MARRIOTT INTL INC NEW CL A | 199 | 61851 | Stock |
| NUTRIEN LTD COM | 1000 | 61720 | Stock |
| CME GROUP INC COM | 226 | 61622 | Stock |
| MARSH & MCLENNAN COS INC COM | 331 | 61407 | Stock |
| EMCOR GROUP INC COM | 100 | 61179 | Stock |
| MINERALS TECHNOLOGIES INC COM | 1000 | 60950 | Stock |
| RIVIAN AUTOMOTIVE INC COM CL A | 3000 | 59130 | Stock |
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