Roxbury Financial 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, Roxbury Financial LLC held in its portfolio 371 assets valued at $111,449,916 (i.e. $111.45M).
The most valuable assets in the portfolio included: MICROSOFT CORP COM ($6.48M), ALPHABET INC CAP STK CL A ($5.50M), and FIDELITY BLUE CHIP GROWTH ETF ($4.45M).
The chart below shows the top 10 valuable assets, and the table below shows the top 371 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Roxbury Financial LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP COM | 13406 | 6483274 | Stock |
| ALPHABET INC CAP STK CL A | 17578 | 5501843 | Stock |
| FIDELITY BLUE CHIP GROWTH ETF | 81178 | 4451778 | ETF |
| VISA INC COM CL A | 10320 | 3619458 | Stock |
| APPLE INC COM | 13199 | 3588280 | Stock |
| FIDELITY NASDAQ COMPOSITE INDEX ETF | 39251 | 3587541 | ETF |
| ISHARES CORE S&P 500 ETF | 5202 | 3563324 | ETF |
| AMAZON COM INC COM | 12804 | 2955373 | Stock |
| FIDELITY MSCI CONSUMER STAPLES INDEX ETF | 56562 | 2782294 | ETF |
| WELLS FARGO CO NEW COM | 29101 | 2712245 | Stock |
| JPMORGAN CHASE & CO. COM | 8011 | 2581417 | Stock |
| INTERNATIONAL BUSINESS MACHS COM | 8195 | 2427455 | Stock |
| WALMART INC COM | 20815 | 2318994 | Stock |
| MCKESSON CORP COM | 2375 | 1948165 | Stock |
| CATERPILLAR INC COM | 3204 | 1835717 | Stock |
| FIDELITY MSCI HEALTH CARE INDEX ETF | 24646 | 1830735 | ETF |
| CHUBB LIMITED COM | 5494 | 1714876 | Stock |
| LOWES COS INC COM | 6514 | 1570798 | Stock |
| LOCKHEED MARTIN CORP COM | 3173 | 1534444 | Stock |
| RTX CORPORATION COM | 8232 | 1509681 | Stock |
| NVIDIA CORPORATION COM | 8057 | 1502568 | Stock |
| PRUDENTIAL FINL INC COM | 12765 | 1440898 | Stock |
| AUTOMATIC DATA PROCESSING INC COM | 5445 | 1400577 | Stock |
| DUKE ENERGY CORP NEW COM NEW | 10531 | 1234305 | Stock |
| PROCTER AND GAMBLE CO COM | 8430 | 1208063 | Stock |
| FIDELITY MSCI INDUSTRIAL INDEX ETF | 14458 | 1192527 | ETF |
| VANGUARD DIVIDEND APPRECIATION ETF | 4857 | 1067503 | ETF |
| MCDONALDS CORP COM | 3469 | 1060281 | Stock |
| COCA COLA CO COM | 14220 | 994104 | Stock |
| COSTCO WHSL CORP NEW COM | 1146 | 988418 | Stock |
| CHEVRON CORP NEW COM | 6455 | 983733 | Stock |
| FIDELITY SMALL-MID MULTIFACTOR ETF | 21975 | 969751 | ETF |
| JOHNSON & JOHNSON COM | 4579 | 947723 | Stock |
| FIDELITY LOW VOLATILITY FACTOR ETF | 14071 | 939250 | ETF |
| ISHARES U.S. AEROSPACE & DEFENSE ETF | 4149 | 890749 | ETF |
| AFLAC INC COM | 7992 | 881229 | Stock |
| SALESFORCE INC COM | 3183 | 843340 | Stock |
| ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 13810 | 839759 | ETF |
| ISHARES CORE DIVIDEND GROWTH ETF | 11888 | 825289 | ETF |
| ABBVIE INC COM | 3569 | 815429 | Stock |
| ISHARES RUSSELL 1000 VALUE ETF | 3804 | 800043 | ETF |
| BLACKROCK INC COM | 728 | 779517 | Stock |
| ROPER TECHNOLOGIES INC COM | 1707 | 759946 | Stock |
| VANGUARD VALUE ETF | 3853 | 735878 | ETF |
| FIDELITY MSCI FINANCIALS INDEX ETF | 8091 | 628986 | ETF |
| AMGEN INC COM | 1915 | 626720 | Stock |
| MERCK & CO INC COM | 5875 | 618373 | Stock |
| SPDR S&P 500 ETF TRUST | 867 | 591236 | ETF |
| HOME DEPOT INC COM | 1679 | 577664 | Stock |
| FIDELITY MSCI ENERGY INDEX ETF | 21591 | 534797 | ETF |
| ILLINOIS TOOL WKS INC COM | 2127 | 523916 | Stock |
| NOVARTIS AG SPONSORED ADR | 3717 | 512490 | ADR |
| GENERAL DYNAMICS CORP COM | 1359 | 457441 | Stock |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 896 | 450374 | Stock |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | 9758 | 436277 | ETF |
| TRUIST FINL CORP COM | 8792 | 432633 | Stock |
| EMERSON ELEC CO COM | 3255 | 432060 | Stock |
| ISHARES MSCI USA MIN VOL FACTOR ETF | 4565 | 429857 | ETF |
| ENBRIDGE INC COM | 8964 | 428766 | Stock |
| META PLATFORMS INC CL A | 627 | 413931 | Stock |
| ISHARES FLEXIBLE INCOME ACTIVE ETF | 6529 | 344546 | ETF |
| FIDELITY ENHANCED LARGE CAP VALUE ETF | 9735 | 337417 | ETF |
| ALTRIA GROUP INC COM | 5817 | 335427 | Stock |
| SUNCOR ENERGY INC NEW COM | 7546 | 334759 | Stock |
| ANALOG DEVICES INC COM | 1187 | 321862 | Stock |
| TC ENERGY CORP COM | 5794 | 318733 | Stock |
| PHILIP MORRIS INTL INC COM | 1882 | 301900 | Stock |
| ISHARES CORE S&P US VALUE ETF | 2808 | 287964 | ETF |
| ELI LILLY & CO COM | 264 | 284218 | Stock |
| MEDTRONIC PLC SHS | 2936 | 282065 | Stock |
| VANGUARD TOTAL STOCK MARKET ETF | 825 | 276637 | ETF |
| METLIFE INC COM | 3456 | 272785 | Stock |
| VANGUARD LARGE-CAP ETF | 855 | 269034 | ETF |
| EQUINIX INC COM | 339 | 259369 | REIT |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 828 | 251615 | ADR |
| TESLA INC COM | 556 | 250044 | Stock |
| PNC FINL SVCS GROUP INC COM | 1197 | 249824 | Stock |
| COLUMBIA FINL INC COM | 16000 | 248640 | Stock |
| CAPITAL ONE FINL CORP COM | 1023 | 247862 | Stock |
| JETBLUE AWYS CORP COM | 53287 | 242456 | Stock |
| HONEYWELL INTL INC COM | 1235 | 240929 | Stock |
| ABBOTT LABS COM | 1890 | 236773 | Stock |
| BROADCOM INC COM | 681 | 235762 | Stock |
| ISHARES LARGE CAP VALUE ACTIVE ETF | 6153 | 229630 | ETF |
| GOLDMAN SACHS GROUP INC COM | 257 | 226168 | Stock |
| US TREASURY 3 MONTH BILL ETF | 4506 | 224751 | ETF |
| VANGUARD RUSSELL 1000 GROWTH ETF | 1804 | 219618 | ETF |
| FIDELITY HEDGED EQUITY ETF | 6954 | 214963 | ETF |
| REDDIT INC CL A | 929 | 213549 | Stock |
| ORACLE CORP COM | 1093 | 213049 | Stock |
| NATERA INC COM | 900 | 206181 | Stock |
| FIDELITY ENHANCED LARGE CAP CORE ETF | 5321 | 203092 | ETF |
| FIDELITY TOTAL BOND ETF | 4348 | 200162 | ETF |
| VANGUARD GROWTH ETF | 408 | 198890 | ETF |
| PARKER-HANNIFIN CORP COM | 222 | 194734 | Stock |
| UNITED PARCEL SERVICE INC CL B | 1927 | 191148 | Stock |
| VANGUARD S&P 500 ETF | 291 | 182342 | ETF |
| CSX CORP COM | 4941 | 179108 | Stock |
| ALERIAN MLP ETF | 3766 | 177056 | ETF |
| NETFLIX INC COM | 1863 | 174675 | Stock |
| PFIZER INC COM | 6970 | 173554 | Stock |
| ENTERPRISE PRODS PARTNERS L P COM | 5368 | 172094 | Stock |
| MOLSON COORS BEVERAGE CO CL B | 3466 | 161800 | Stock |
| PACIRA BIOSCIENCES INC COM | 6222 | 161025 | Stock |
| ELEVANCE HEALTH INC FORMERLY A COM | 448 | 157195 | Stock |
| ALPHABET INC CAP STK CL C | 489 | 153521 | Stock |
| MFS ACTIVE GROWTH ETF | 5359 | 151692 | ETF |
| FIDELITY BLUE CHIP VALUE ETF | 4203 | 149922 | ETF |
| ISHARES RUSSELL 2000 ETF | 599 | 147453 | ETF |
| SELECTIVE INS GROUP INC COM | 1760 | 147259 | Stock |
| FIRSTENERGY CORP COM | 3218 | 144072 | Stock |
| PALO ALTO NETWORKS INC COM | 757 | 139439 | Stock |
| VERIZON COMMUNICATIONS INC COM | 3313 | 134953 | Stock |
| STANLEY BLACK & DECKER INC | 1756 | 130445 | Stock |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 886 | 127615 | ETF |
| PEPSICO INC COM | 888 | 127512 | Stock |
| UNITED STATES 12 MONTH OIL FUND LP | 3825 | 127440 | ETF |
| ISHARES RUSSELL 1000 ETF | 341 | 127194 | ETF |
| THERMO FISHER SCIENTIFIC INC COM | 213 | 123195 | Stock |
| GILEAD SCIENCES INC COM | 986 | 121072 | Stock |
| VANGUARD INFORMATION TECHNOLOGY ETF | 160 | 120656 | ETF |
| SPDR GOLD SHARES | 296 | 117308 | ETF |
| STAR GROUP L P UNIT LTD PARTNR | 9864 | 116795 | Stock |
| M & T BK CORP COM | 565 | 113777 | Stock |
| BANK AMERICA CORP COM | 2019 | 111055 | Stock |
| MICRON TECHNOLOGY | 376 | 107299 | Stock |
| AIRBNB INC COM CL A | 765 | 103826 | Stock |
| ISHARES SEMICONDUCTOR ETF | 327 | 98477 | ETF |
| LINDE PLC SHS | 226 | 96573 | Stock |
| AUTOZONE INC COM | 28 | 94962 | Stock |
| GE AEROSPACE COM NEW | 305 | 93841 | Stock |
| EXXON MOBIL CORP COM | 772 | 92897 | Stock |
| ISHARES CYBERSECURITY & TECH ETF | 1896 | 91224 | ETF |
| LAM RESEARCH CORP COM NEW | 520 | 89080 | Stock |
| DEERE & CO COM | 184 | 85541 | Stock |
| MONDELEZ INTL INC CL A | 1568 | 84412 | Stock |
| VENTAS INC COM | 1083 | 83767 | REIT |
| NEXTERA ENERGY INC COM | 1031 | 82749 | Stock |
| MARTIN MARIETTA MATERIALS INC | 132 | 82043 | Stock |
| FIDELITY MSCI UTILITIES INDEX ETF | 1459 | 80589 | ETF |
| U.S. GLOBAL JETS ETF | 2856 | 80163 | ETF |
| FIDELITY LIMITED TERM BOND ETF | 1577 | 79904 | ETF |
| UBER TECHNOLOGIES INC COM | 974 | 79586 | Stock |
| ISHARES CORE MSCI EAFE ETF | 883 | 78958 | ETF |
| SCHWAB U.S. BROAD MARKET ETF | 3010 | 78952 | ETF |
| SHELL PLC SPON ADS | 1062 | 78043 | ADR |
| SOUTHERN CO COM | 889 | 77496 | Stock |
| ONEOK INC NEW COM | 1052 | 77311 | Stock |
| PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF | 4026 | 76784 | ETF |
| ISHARES RUSSELL MIDCAP ETF | 795 | 76490 | ETF |
| VANECK GOLD MINERS ETF | 876 | 75122 | ETF |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 390 | 74761 | ETF |
| TOAST INC CL A | 2085 | 74038 | Stock |
| PATRIA INVESTMENTS LIMITED COM CL A | 4655 | 73968 | Stock |
| ROYAL BK CDA COM | 433 | 73758 | Stock |
| ISHARES S&P 500 GROWTH ETF | 581 | 71588 | ETF |
| CROWDSTRIKE HLDGS INC CL A | 152 | 71252 | Stock |
| STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | 295 | 71067 | ETF |
| KINDER MORGAN INC DEL COM | 2578 | 70882 | Stock |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 431 | 66864 | ETF |
| MORGAN STANLEY COM NEW | 375 | 66568 | Stock |
| FIDELITY HIGH DIVIDEND ETF | 1173 | 66477 | ETF |
| UNITY SOFTWARE INC COM | 1500 | 66255 | Stock |
| ISHARES CORE S&P U.S. GROWTH ETF | 389 | 65374 | ETF |
| LYONDELLBASELL INDUSTRIES N V SHS - A - | 1386 | 60002 | Stock |
| SCHWAB US LARGE CAP GROWTH ETF | 1800 | 58716 | ETF |
| MARRIOTT INTL INC NEW CL A | 183 | 56849 | Stock |
| ISHARES S&P 500 VALUE ETF | 262 | 55614 | ETF |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 949 | 55157 | ETF |
| SCHWAB US DIVIDEND EQUITY ETF | 1991 | 54608 | ETF |
| ISHARES SELECT DIVIDEND ETF | 382 | 53861 | ETF |
| ROBINHOOD MKTS INC COM CL A | 472 | 53383 | Stock |
| AMERICAN EXPRESS CO COM | 144 | 53139 | Stock |
| ISHARES MSCI EAFE ETF | 549 | 52696 | ETF |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 950 | 52008 | ETF |
| ACCENTURE PLC IRELAND SHS CLASS A | 193 | 51755 | Stock |
| ISHARES CORE S&P MID-CAP ETF | 781 | 51550 | ETF |
| LAZARD INC COM | 1034 | 50235 | Stock |
| TEXAS INSTRS INC COM | 287 | 49871 | Stock |
| ISHARES RUSSELL 2000 VALUE ETF | 275 | 49763 | ETF |
| STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 554 | 49454 | ETF |
| PROGRESSIVE CORP COM | 214 | 48825 | Stock |
| DIGITAL RLTY TR INC COM | 315 | 48734 | REIT |
| FS KKR CAP CORP COM | 3207 | 47497 | CEF |
| ING GROEP N.V. SPONSORED ADR | 1695 | 47448 | ADR |
| PALANTIR TECHNOLOGIES INC CL A | 266 | 47288 | Stock |
| TOYOTA MOTOR CORP ADS | 221 | 47231 | ADR |
| INVESCO S&P 500 EX-RATE SENSITIVE LOW VOLATILITY ETF | 871 | 47036 | ETF |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 747 | 46696 | ETF |
| FIDELITY YIELD ENHANCED EQUITY ETF | 1626 | 46628 | ETF |
| INVESCO S&P 500 LOW VOLATILITY ETF | 640 | 45724 | ETF |
| UNION PAC CORP COM | 195 | 45064 | Stock |
| INVESCO QQQ TRUST SERIES I | 72 | 44482 | ETF |
| STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 377 | 44419 | ETF |
| COLGATE PALMOLIVE CO COM | 555 | 43890 | Stock |
| BOOKING HOLDINGS INC COM | 8 | 43517 | Stock |
| ISHARES CORE HIGH DIVIDEND ETF | 357 | 43446 | ETF |
| AT&T INC COM | 1740 | 43215 | Stock |
| HDFC BANK LTD SPONSORED ADS | 1163 | 42504 | ADR |
| SCHWAB U.S. MID-CAP ETF | 1374 | 41316 | ETF |
| FEDEX CORP COM | 140 | 40469 | Stock |
| BLACK ROCK COFFEE BAR INC CL A | 1770 | 39383 | Stock |
| L3HARRIS TECHNOLOGIES INC COM | 134 | 39281 | Stock |
| THE TRADE DESK INC COM CL A | 1024 | 38871 | Stock |
| CROWN CASTLE INC COM | 437 | 38824 | REIT |
| VANGUARD INDUSTRIALS ETF | 130 | 38778 | ETF |
| VANGUARD HEALTH CARE ETF | 130 | 37545 | ETF |
| CANADIAN PACIFIC KANSAS CITY COM | 506 | 37232 | Stock |
| CVS HEALTH CORP COM | 462 | 36679 | Stock |
| WELLTOWER INC COM | 196 | 36354 | REIT |
| ISHARES 1-3 YEAR TREASURY BOND ETF | 439 | 36325 | ETF |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | 494 | 35268 | ETF |
| VANGUARD REAL ESTATE ETF | 390 | 34505 | ETF |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 1158 | 34219 | ETF |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 276 | 32954 | ETF |
| VANGUARD SMALL-CAP ETF | 125 | 32216 | ETF |
| BRISTOL-MYERS SQUIBB CO COM | 593 | 31975 | Stock |
| SOUTH BOW CORP COM | 1152 | 31658 | Stock |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 204 | 31636 | ETF |
| DELTA AIR LINES INC DEL COM NEW | 454 | 31489 | Stock |
| NIKE INC CL B | 490 | 31187 | Stock |
| ISHARES MSCI USA QUALITY FACTOR ETF | 157 | 31173 | ETF |
| VANGUARD MID-CAP GROWTH ETF | 110 | 30705 | ETF |
| UNILEVER PLC SPON ADR NEW | 462 | 30215 | ADR |
| DELEK US HLDGS INC NEW COM | 1013 | 30059 | Stock |
| VANGUARD MID-CAP VALUE ETF | 166 | 29421 | ETF |
| AMEREN CORP COM | 290 | 28989 | Stock |
| JOHNSON CTLS INTL PLC SHS | 239 | 28626 | Stock |
| EVERGY INC COM | 392 | 28440 | Stock |
| ISHARES US FINANCIAL SERVICES ETF | 302 | 27828 | ETF |
| BJS WHSL CLUB HLDGS INC COM | 300 | 27009 | Stock |
| BLUE OWL CAPITAL INC COM CL A | 1765 | 26369 | Stock |
| VANECK SEMICONDUCTOR ETF | 73 | 26289 | ETF |
| ISHARES RUSSELL 1000 GROWTH ETF | 54 | 25558 | ETF |
| MAIN STR CAP CORP COM | 423 | 25518 | CEF |
| ISHARES RUSSELL MID-CAP VALUE ETF | 177 | 24966 | ETF |
| WASTE MGMT INC DEL COM | 112 | 24524 | Stock |
| AMERICAN TOWER CORP NEW COM | 137 | 24073 | REIT |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 106 | 23780 | ETF |
| KIMBERLY-CLARK CORP COM | 235 | 23664 | Stock |
| NEW JERSEY RES CORP COM | 508 | 23422 | Stock |
| BLACKSTONE INC COM | 151 | 23299 | Stock |
| TR ACTIVEBETA US LARGE CAP EQUITY ETF | 172 | 22819 | ETF |
| SCHWAB CHARLES CORP COM | 228 | 22771 | Stock |
| VIRTUS INFRACAP U.S. PREFERRED STOCK ETF | 1046 | 22540 | ETF |
| SCHWAB ETFS- US SMALL-CAP ETF | 776 | 22100 | ETF |
| MASTERCARD INCORPORATED CL A | 39 | 21998 | Stock |
| HILTON WORLDWIDE HLDGS INC COM | 76 | 21831 | Stock |
| UNITED AIRLS HLDGS INC COM | 191 | 21358 | Stock |
| 3M CO COM | 131 | 21050 | Stock |
| TWILIO INC CL A | 147 | 20909 | Stock |
| ALLSTATE CORP COM | 100 | 20815 | Stock |
| LOAR HOLDINGS INC COM SHS | 300 | 20400 | Stock |
| NOVO-NORDISK A S ADR | 400 | 20352 | ADR |
| ARISTA NETWORKS INC COM SHS | 154 | 20179 | Stock |
| STRYKER CORPORATION COM | 57 | 20156 | Stock |
| JPMORGAN U.S. QUALITY FACTOR ETF | 318 | 20089 | ETF |
| CITIZENS FINL GROUP INC COM | 333 | 19455 | Stock |
| CYBERARK SOFTWARE LTD SHS | 43 | 19181 | Stock |
| INVESCO S&P MIDCAP LOW VOLATILITY ETF | 305 | 18998 | ETF |
| MONGODB INC CL A | 45 | 18886 | Stock |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | 230 | 18338 | ETF |
| PUBLIC SVC ENTERPRISE GRP INC COM | 223 | 17896 | Stock |
| ISHARES NATIONAL MUNI BOND ETF | 159 | 17039 | ETF |
| INTUITIVE SURGICAL INC | 30 | 16991 | Stock |
| VERISK ANALYTICS INC COM | 75 | 16777 | Stock |
| WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 318 | 16392 | ETF |
| WORKDAY INC CL A | 75 | 16109 | Stock |
| SPROTT PHYSICAL GOLD TRUST CEF | 475 | 15685 | CEF |
| INVESCO CURRENCYSHARES EURO TRUST | 144 | 15591 | ETF |
| NEWAMSTERDAM PHARMA COMPANY NV ORDINARY SHARES | 443 | 15540 | Stock |
| INVESCO CURRENCYSHARES SWISS FRANC TRUST | 138 | 15401 | ETF |
| QUALCOMM INC COM | 88 | 15068 | Stock |
| STATE STREET SPDR S&P METALS & MINING ETF | 144 | 14894 | ETF |
| JACOBS SOLUTIONS INC COM | 112 | 14836 | Stock |
| RELIANCE INC COM | 50 | 14463 | Stock |
| GE VERNOVA INC COM | 22 | 14384 | Stock |
| AIR PRODS & CHEMS INC COM | 57 | 14035 | Stock |
| PHILLIPS 66 COM | 109 | 14015 | Stock |
| GENERAL MILLS INC | 300 | 13950 | Stock |
| VANECK JUNIOR GOLD MINERS ETF | 121 | 13728 | ETF |
| FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | 134 | 13667 | ETF |
| AB SHORT DURATION HIGH YIELD ETF | 378 | 13565 | ETF |
| PENSKE AUTOMOTIVE GRP INC COM | 85 | 13504 | Stock |
| SNOWFLAKE INC COM SHS | 61 | 13381 | Stock |
| VANGUARD FTSE EMERGING MARKETS ETF | 249 | 13370 | ETF |
| HSBC HLDGS PLC SPON ADR NEW | 168 | 13228 | ADR |
| CISCO SYS INC COM | 170 | 13095 | Stock |
| AMERICAN ELEC PWR CO INC COM | 102 | 11762 | Stock |
| REALTY INCOME CORP COM | 200 | 11274 | REIT |
| PAYCHEX INC COM | 99 | 11135 | Stock |
| SYSCO CORP COM | 149 | 10996 | Stock |
| TARGET CORP | 105 | 10226 | Stock |
| FREEPORT-MCMORAN INC CL B | 200 | 10158 | Stock |
| SHOPIFY INC CL A SUB VTG SHS | 63 | 10141 | Stock |
| INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | 212 | 9647 | ETF |
| UBS GROUP AG SHS | 205 | 9505 | Stock |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 223 | 9503 | ETF |
| APPLIED MATLS INC COM | 36 | 9252 | Stock |
| ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF | 101 | 9052 | ETF |
| QUEST DIAGNOSTICS INC COM | 52 | 9040 | Stock |
| ASCENDIS PHARMA A/S SPONSORED ADR | 42 | 8956 | ADR |
| FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | 55 | 8434 | ETF |
| ISHARES MSCI EAFE GROWTH ETF | 74 | 8398 | ETF |
| THOMSON REUTERS CORP COM | 62 | 8205 | Stock |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 55 | 8199 | ETF |
| HALLIBURTON CO | 282 | 7969 | Stock |
| MOSAIC CO NEW COM | 329 | 7922 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | 97 | 7770 | ETF |
| PERFORMANCE FOOD GROUP CO COM | 81 | 7284 | Stock |
| REGENERON PHARMACEUTICALS COM | 9 | 6978 | Stock |
| ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | 341 | 6868 | ETF |
| CUBESMART COM | 187 | 6731 | REIT |
| INTEL CORP COM | 178 | 6574 | Stock |
| SEMPRA COM | 74 | 6515 | Stock |
| MASCO CORP COM | 100 | 6346 | Stock |
| INTERACTIVE BROKERS GROUP INC COM CL A | 90 | 5767 | Stock |
| COUPANG INC CL A | 225 | 5308 | Stock |
| HERTZ GLOBAL HLDGS INC COM NEW | 1000 | 5140 | Stock |
| PINNACLE WEST CAP CORP COM | 58 | 5114 | Stock |
| ADVANCED MICRO DEVICES INC COM | 23 | 4926 | Stock |
| DOXIMITY INC CL A | 100 | 4428 | Stock |
| EQUITY RESIDENTIAL SH BEN INT | 67 | 4220 | REIT |
| INTEGER HLDGS CORP COM | 50 | 3922 | Stock |
| ISHARES SELF-DRIVING EV & TECH ETF | 102 | 3865 | ETF |
| ISHARES U.S. TECHNOLOGY ETF | 19 | 3800 | ETF |
| CONSOLIDATED EDISON INC COM | 38 | 3797 | Stock |
| GRAB HOLDINGS LIMITED CLASS A ORD | 750 | 3743 | Stock |
| AMENTUM HOLDINGS INC COM | 118 | 3422 | Stock |
| LEGEND BIOTECH CORP SPONSORED ADS | 149 | 3239 | ADR |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 23 | 3238 | ETF |
| FIDELITY CRYPTO INDUSTRY AND DIGITAL PAYMENTS ETF | 82 | 3153 | ETF |
| FIRST SOLAR INC COM | 12 | 3135 | Stock |
| CAMECO CORP COM | 34 | 3117 | Stock |
| CRITEO S A SPONS ADS | 150 | 3092 | ADR |
| VALERO ENERGY CORP COM | 18 | 2930 | Stock |
| ISHARES BITCOIN TRUST ETF | 57 | 2830 | ETF |
| CADENCE DESIGN SYSTEM INC COM | 9 | 2813 | Stock |
| GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | 63 | 2721 | ETF |
| VANECK ROBOTICS ETF | 50 | 2642 | ETF |
| BP PLC SPONSORED ADR | 76 | 2639 | ADR |
| MARATHON PETE CORP COM | 16 | 2638 | Stock |
| INSMED INC COM PAR $.01 | 15 | 2611 | Stock |
| RUBRIK INC. CL A | 34 | 2600 | Stock |
| ISHARES MSCI EAFE VALUE ETF | 36 | 2538 | ETF |
| SAP AKTIENGESELLSCHAFT ADR | 10 | 2429 | ADR |
| EQUINOR ASA SPONSORED ADR | 101 | 2391 | ADR |
| BCE INC COM NEW | 100 | 2382 | Stock |
| ISHARES MSCI EAFE SMALL-CAP ETF | 28 | 2171 | ETF |
| OMNICOM GROUP INC | 24 | 1905 | Stock |
| FORD MTR CO COM | 117 | 1536 | Stock |
| ISHARES PREFERRED & INCOME SECURITIES ETF | 48 | 1486 | ETF |
| WARNER MUSIC GROUP CORP COM CL A | 42 | 1276 | Stock |
| STARBUCKS CORP COM | 14 | 1211 | Stock |
| ENI S P A SPONSORED ADR | 30 | 1138 | ADR |
| CIPHER MINING INC COM | 76 | 1122 | Stock |
| KENVUE INC COM | 61 | 1048 | Stock |
| FIDELITY DIVIDEND ETF FOR RISING RATES | 14 | 856 | ETF |
| IREN LIMITED ORDINARY SHARES | 22 | 831 | Stock |
| ISHARES GOLD TRUST ETF | 10 | 812 | ETF |
| INVESCO S&P MIDCAP QUALITY ETF | 7 | 674 | ETF |
| SOLVENTUM CORP COM SHS | 7 | 555 | Stock |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 8 | 554 | ETF |
| LITHIUM AMERS CORP NEW COM SHS | 93 | 405 | Stock |
| ISHARES FUTURE AI & TECH ETF | 7 | 345 | ETF |
| RIVIAN AUTOMOTIVE INC COM CL A | 15 | 296 | Stock |
| READY CAPITAL CORP COM | 43 | 94 | REIT |
| DOMINION ENERGY INC COM | 1 | 57 | Stock |
| INVESCO S&P SMALLCAP LOW VOLATILITY ETF | 1 | 44 | ETF |
| CANOPY GROWTH CORP COM NEW | 16 | 18 | Stock |
| AURORA CANNABIS INC COM | 3 | 13 | Stock |
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