Westfuller Advisors, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Westfuller Advisors, LLC held in its portfolio 500 assets valued at $247,259,365 (i.e. $247.26M).

The most valuable assets in the portfolio included: ISHARES TR ($25.16M), VANGUARD INDEX FDS ($8.73M), and APPLE INC ($8.31M).

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.
Top Valuable Stocks in Westfuller Advisors, LLC Portfolio
ISHARES TR
VANGUARD INDEX FDS
APPLE INC
NVIDIA CORPORATION
NUSHARES ETF TR
AMAZON COM INC
ISHARES TR
VANGUARD WORLD FD
VANGUARD WORLD FD
ISHARES TR
Westfuller Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
ISHARES TR 250651 25160339 0-3 MNTH TREASRY
VANGUARD INDEX FDS 13920 8729926 S&P 500 ETF SHS
APPLE INC 30560 8308012 COM
NVIDIA CORPORATION 41615 7761160 COM
NUSHARES ETF TR 315007 7041973 NUVEEN ESG US
AMAZON COM INC 29152 6728836 COM
ISHARES TR 276831 6374035 US TREAS BD ETF
VANGUARD WORLD FD 83250 5962374 ESG INTL STK ETF
VANGUARD WORLD FD 48023 5808902 ESG US STK ETF
ISHARES TR 61334 5486895 CORE MSCI EAFE
SPDR GOLD TR 10269 4069624 GOLD SHS
ISHARES TR 80914 3871741 ESG AWR US AGRGT
ISHARES TR 65421 3759091 CALIF MUN BD ETF
ISHARES TR 36632 3658780 CORE US AGGBD ET
TIDAL TRUST III 86602 3595341 IMPACT SHARES WO
INVESCO QQQ TR 5685 3492563 UNIT SER 1
ALPHABET INC 11094 3481295 CAP STK CL C
MICROSOFT CORP 6716 3248126 COM
VANGUARD INSTL INDEX FD 42962 3240592 0-3 MO TREAS BIL
ALPHABET INC 10245 3206774 CAP STK CL A
VANGUARD BD INDEX FDS 39705 3129146 SHORT TRM BOND
BERKSHIRE HATHAWAY INC DEL 6050 3041033 CL B NEW
EA SERIES TRUST 109052 2964815 STANCE SUSTAINAB
VANGUARD BD INDEX FDS 37392 2912060 INTERMED TERM
ISHARES TR 4222 2891935 CORE S&P500 ETF
TIDAL TRUST I 133815 2715110 ADASINA SOCIAL
BROADCOM INC 7588 2626243 COM
ISHARES TR 48655 2603522 NEW YORK MUN ETF
ELI LILLY & CO 2287 2457972 COM
ISHARES TR 32379 2433577 ESG EAFE ETF
ISHARES TR 33547 2328834 CORE DIV GRWTH
JPMORGAN CHASE & CO. 6910 2226654 COM
VANGUARD INDEX FDS 6319 2118656 TOTAL STK MKT
VANGUARD STAR FDS 25734 1941382 VG TL INTL STK F
SPDR S&P 500 ETF TR 2728 1865898 TR UNIT
ISHARES TR 22165 1834623 INTL DIV GRWTH
VANGUARD SCOTTSDALE FDS 37526 1766714 MTG-BKD SECS ETF
GOLDMAN SACHS GROUP INC 2009 1765596 COM
NUSHARES ETF TR 36656 1636700 NUVEEN ESG SMLCP
SPDR SERIES TRUST 34483 1606049 STATE STREET SPD
INVESCO EXCHANGE TRADED FD T 15309 1567906 S&P MDCP QUALITY
VANGUARD WHITEHALL FDS 10843 1556253 HIGH DIV YLD
JOHNSON & JOHNSON 7443 1540264 COM
J P MORGAN EXCHANGE TRADED F 22841 1443102 US QUALTY FCTR
UNION PAC CORP 5801 1341849 COM
TIDAL TRUST III 26150 1288411 NAACP MINO ETF
META PLATFORMS INC 1736 1145667 CL A
AMERICAN EXPRESS CO 3094 1144639 COM
NUSHARES ETF TR 31589 1123920 NUVEEN ESG EMRGN
LAM RESEARCH CORP 6475 1110708 COM NEW
DISNEY WALT CO 9405 1077047 COM
VANGUARD CHARLOTTE FDS 20833 1006633 TOTAL INT BD ETF
STARBUCKS CORP 11829 996162 COM
ISHARES TR 8755 964363 TRUST ISHARE 0-1
COSTCO WHSL CORP NEW 1115 961814 COM
ISHARES GOLD TR 21771 935931 SHARES REPRESENT
VISA INC 2664 934340 COM CL A
PALO ALTO NETWORKS INC 5000 920991 COM
PEPSICO INC 6211 900316 COM
VANGUARD INTL EQUITY INDEX F 11827 870000 ALLWRLD EX US
VANGUARD INDEX FDS 4001 836691 EXTEND MKT ETF
THERMO FISHER SCIENTIFIC INC 1355 785892 COM
VANGUARD INDEX FDS 8803 778948 REAL ESTATE ETF
ISHARES TR 3009 740814 RUSSELL 2000 ETF
ISHARES TR 28957 730864 ESG AWRE 1 5 YR
WARNER MUSIC GROUP CORP 22980 704798 COM CL A
ISHARES TR 1452 687149 RUS 1000 GRW ETF
NUSHARES ETF TR 7019 686431 NUVEEN ESG LRGCP
ISHARES TR 6095 669950 TIPS BD ETF
BANK NEW YORK MELLON CORP 5763 668972 COM
ISHARES TR 24871 664200 ENVIR AWR RL EST
MASTERCARD INCORPORATED 1117 637672 CL A
MORGAN STANLEY ETF TRUST 7435 626292 CALVERT US LARCP
VANGUARD SCOTTSDALE FDS 6100 607114 VNG RUS2000IDX
ISHARES TR 6406 558350 20 YR TR BD ETF
PROSHARES TR 6412 540039 S&P MDCP 400 DIV
VANGUARD INDEX FDS 1066 520144 GROWTH ETF
ISHARES TR 5702 472262 1 3 YR TREAS BD
CHUBB LIMITED 1506 471663 COM
ISHARES TR 2329 465018 U.S. TECH ETF
COMCAST CORP NEW 15339 458469 CL A
CISCO SYS INC 5925 456436 COM
HOME DEPOT INC 1325 455919 COM
VANGUARD SCOTTSDALE FDS 7450 446488 INTER TERM TREAS
TAIWAN SEMICONDUCTOR MFG LTD 1440 438884 SPONSORED ADS
HONEYWELL INTL INC 2212 431525 COM
VANGUARD WORLD FD 3213 428953 FINANCIALS ETF
ISHARES TR 4030 425922 EXPANDED TECH
VANGUARD TAX-MANAGED FDS 6726 420152 VAN FTSE DEV MKT
VANGUARD SPECIALIZED FUNDS 1854 407539 DIV APP ETF
NXP SEMICONDUCTORS N V 1856 404907 COM
BROOKFIELD CORP 8641 396535 CL A LTD VT SH
TJX COS INC NEW 2559 393141 COM
ECOLAB INC 1489 391990 COM
ISHARES TR 8137 390067 USD GRN BOND ETF
SERVICENOW INC 2543 389623 COM
INTUIT 578 382941 COM
ISHARES TR 3959 380726 7-10 YR TRSY BD
ISHARES TR 3292 375025 EAFE GRWTH ETF
PAYPAL HLDGS INC 6374 372127 COM
AUTOMATIC DATA PROCESSING IN 1371 354855 COM
ZSCALER INC 1564 351775 COM
NORFOLK SOUTHN CORP 1205 347833 COM
NETFLIX INC 3700 346912 COM
VANGUARD MUN BD FDS 6767 340304 TAX EXEMPT BD
SELECT SECTOR SPDR TR 2188 339352 STATE STREET IND
ABBVIE INC 1477 337507 COM
INTUITIVE SURGICAL INC 591 334719 COM NEW
ISHARES TR 7631 333930 CUR HD EURZN ETF
ISHARES TR 10575 327400 PFD AND INCM SEC
APPLIED MATLS INC 1261 324045 COM
MERCK & CO INC 3007 319806 COM
ANGLOGOLD ASHANTI PLC 3698 315364 COM SHS
PROLOGIS INC. 2402 306686 COM
ACCENTURE PLC IRELAND 1118 299852 SHS CLASS A
PAN AMERN SILVER CORP 5653 292898 COM
HECLA MNG CO 14685 281796 COM
DANAHER CORPORATION 1224 280524 COM
VANGUARD WORLD FD 962 276919 HEALTH CAR ETF
ISHARES TR 2310 275656 3 7 YR TREAS BD
VANGUARD WORLD FD 364 274605 INF TECH ETF
EATON CORP PLC 845 269096 SHS
STRYKER CORPORATION 750 264262 COM
MERCADOLIBRE INC 131 263330 COM
ISHARES TR 2740 263163 MSCI EAFE ETF
VANGUARD INTL EQUITY INDEX F 4808 258488 FTSE EMR MKT ETF
RTX CORPORATION 1406 257813 COM
VANGUARD BD INDEX FDS 3701 257276 LONG TERM BOND
TUTOR PERINI CORP 3834 256955 COM
SPDR INDEX SHS FDS 5417 253564 PORTFOLIO EMG MK
ANALOG DEVICES INC 903 244920 COM
AEROVIRONMENT INC 1000 241890 COM
CROWDSTRIKE HLDGS INC 514 241155 CL A
SALESFORCE INC 900 238788 COM
ABBOTT LABS 1848 231498 COM
FORTINET INC 2877 228477 COM
ISHARES SILVER TR 3510 226114 ISHARES
IONQ INC 5009 224754 COM
VANGUARD MUN BD FDS 2226 224480 INTERMEDIATE TRM
NOVARTIS AG 1628 224390 SPONSORED ADR
SELECT SECTOR SPDR TR 1935 221942 STATE STREET CON
NEWMONT CORP 2211 220763 COM
INTERNATIONAL BUSINESS MACHS 738 218582 COM
S&P GLOBAL INC 395 206558 COM
ISHARES TR 3506 199702 CRE U S REIT ETF
BANCO BILBAO VIZCAYA ARGENTA 8535 198952 SPONSORED ADR
WELLTOWER INC 1052 195249 COM
ASTRAZENECA PLC 2084 191614 SPONSORED ADR
EMERSON ELEC CO 1421 188623 COM
BLACKROCK INC 175 186810 COM
INTEL CORP 5060 186708 COM
MICRON TECHNOLOGY INC 641 183107 COM
PRUDENTIAL FINL INC 1605 181116 COM
BROOKFIELD RENEWABLE CORP 4653 178387 CL A EX SUB VTG
TESLA INC 395 177829 COM
GILEAD SCIENCES INC 1440 176776 COM
VANGUARD INDEX FDS 577 174317 SML CP GRW ETF
WW GRAINGER INC 172 173799 COM
ISHARES TR 1538 169423 IBOXX INV CP ETF
IDEXX LABS INC 250 169133 COM
BOOKING HOLDINGS INC 31 166711 COM
CUMMINS INC 325 165744 COM
FIRST TR EXCHANGE TRADED FD 1083 165689 NASDQ CLN EDGE
PROSHARES TR 1578 164259 S&P 500 DV ARIST
TRANE TECHNOLOGIES PLC 422 164222 SHS
CBRE GROUP INC 1017 163523 CL A
LINDE PLC 383 163165 SHS
CITIGROUP INC 1388 161939 COM NEW
ASML HOLDING N V 147 157793 N Y REGISTRY SHS
CARDINAL HEALTH INC 763 156855 COM
ADOBE INC 448 156779 COM
NISOURCE INC 3747 156481 COM
JANUS HENDERSON GROUP PLC 3229 153611 ORD SHS
ISHARES TR 2345 152660 US HLTHCARE ETF
ELEVANCE HEALTH INC FORMERLY 435 152552 COM
LOWES COS INC 629 151678 COM
ORACLE CORP 776 151193 COM
AMERICAN TOWER CORP NEW 849 150423 COM
AON PLC 405 143034 SHS CL A
UNILEVER PLC 2187 143030 SPON ADR NEW
SYNOPSYS INC 304 142795 COM
NEXTERA ENERGY INC 1765 141659 COM
PUBLIC SVC ENTERPRISE GRP IN 1762 141506 COM
ADVANCED MICRO DEVICES INC 656 140489 COM
COCA COLA CO 1955 136707 COM
ELECTRONIC ARTS INC 650 132902 COM
SCHWAB STRATEGIC TR 4799 131629 US DIVIDEND EQ
YUM BRANDS INC 868 131311 COM
HDFC BANK LTD 3560 130082 SPONSORED ADS
ISHARES TR 1009 130037 U.S. FINLS ETF
ISHARES TR 2375 129947 MSCI EMG MKT ETF
QUALCOMM INC 756 129380 COM
JOHNSON CTLS INTL PLC 1071 128735 SHS
GRUPO CIBEST SA 2010 127856 SPON ADS
CEMEX SAB DE CV 11013 126540 SPON ADR NEW
DIGITAL RLTY TR INC 810 126341 COM
ISHARES TR 1036 125989 CORE HIGH DV ETF
TAKE-TWO INTERACTIVE SOFTWAR 486 124383 COM
DUOLINGO INC 700 122850 CL A COM
SPDR DOW JONES INDL AVERAGE 253 121991 UT SER 1
ALASKA AIR GROUP INC 2409 121173 COM
DNOW INC 9126 120920 COM
SOUTHERN CO 1382 120522 COM
D-WAVE QUANTUM INC 4561 119270 COM
CADENCE DESIGN SYSTEM INC 377 117711 COM
XCEL ENERGY INC 1574 117123 COM
EXPEDITORS INTL WASH INC 775 115483 COM
SELECT SECTOR SPDR TR 769 110683 STATE STREET TEC
RYDER SYS INC 576 110309 COM
COLGATE PALMOLIVE CO 1367 107995 COM
FIVE BELOW INC 572 107742 COM
PENTAIR PLC 1034 107659 SHS
AUTODESK INC 362 107156 COM
UNUM GROUP 1375 106562 COM
BLOOM ENERGY CORP 1224 106353 COM CL A
RANGE RES CORP 2975 104913 COM
BUNGE GLOBAL SA 1155 102910 COM SHS
ISHARES TR 992 102337 US CONSUM DISCRE
XYLEM INC 745 101519 COM
TRANSUNION 1175 100756 COM
VULCAN MATLS CO 348 99171 COM
UBER TECHNOLOGIES INC 1208 98706 COM
KROGER CO 1552 96969 COM
VANGUARD INDEX FDS 328 95210 MID CAP ETF
BLACK HILLS CORP 1361 94451 COM
AMGEN INC 287 93782 COM
INTERNATIONAL SEAWAYS INC 1919 93187 COM
UNITED RENTALS INC 115 92673 COM
BEST BUY INC 1338 90882 COM
DATADOG INC 657 89345 CL A COM
ISHARES TR 527 88976 ISHARES BIOTECH
HUBSPOT INC 221 88687 COM
NUSHARES ETF TR 1965 88502 NUVEEN ESG LRGVL
NIKE INC 1359 88386 CL B
ISHARES TR 2349 87832 BROAD USD HIGH
CASEYS GEN STORES INC 157 86827 COM
MONDELEZ INTL INC 1579 85771 CL A
PALANTIR TECHNOLOGIES INC 476 84609 CL A
ARES CAPITAL CORP 4156 84070 COM
PETROLEO BRASILEIRO SA PETRO 6888 84067 SPONSORED ADR
VANGUARD WORLD FD 396 83617 CONSUM STP ETF
CHEVRON CORP NEW 546 83282 COM
HARLEY DAVIDSON INC 4002 81996 COM
ISHARES TR 1549 81895 ISHS 1-5YR INVS
LYONDELLBASELL INDUSTRIES N 1872 81051 SHS - A -
EXELON CORP 1859 81037 COM
BLUE OWL CAPITAL CORPORATION 6328 80995 COM
CORNING INC 916 80198 COM
EDWARDS LIFESCIENCES CORP 938 79965 COM
INVESCO EXCHANGE TRADED FD T 571 79002 S&P MDCP MOMNTUM
APPLOVIN CORP 117 78837 COM CL A
ACUITY INC 217 78142 COM
PROCTER AND GAMBLE CO 540 77387 COM
TEXAS INSTRS INC 445 77284 COM
AMERIPRISE FINL INC 157 77169 COM
ZOETIS INC 612 76990 CL A
LAZARD INC 1550 75272 COM
NORTHWESTERN ENERGY GROUP IN 1165 75216 COM NEW
NETAPP INC 695 74424 COM
HAWAIIAN ELEC INDUSTRIES 6000 73800 COM
MORGAN STANLEY 414 73535 COM NEW
NORWEGIAN CRUISE LINE HLDG L 3287 73366 SHS
NOKIA CORP 11314 73200 SPONSORED ADR
HEWLETT PACKARD ENTERPRISE C 3013 72791 COM
ARISTA NETWORKS INC 551 72171 COM SHS
SCHWAB CHARLES CORP 721 72083 COM
NEW YORK TIMES CO 1031 71601 CL A
VANGUARD WORLD FD 385 71211 UTILITIES ETF
ISHARES TR 740 69717 MSCI USA MIN VOL
GUIDEWIRE SOFTWARE INC 338 67941 COM
INVESCO EXCHANGE TRADED FD T 2193 66987 WILDERHIL CLAN
VERIZON COMMUNICATIONS INC 1638 66730 COM
J P MORGAN EXCHANGE TRADED F 1128 65035 EQUITY PREMIUM
SAN JUAN BASIN RTY TR 11430 64237 UNIT BEN INT
FIRST SOLAR INC 245 64001 COM
WISDOMTREE TR 614 62476 US HIGH DIVIDEND
AGILENT TECHNOLOGIES INC 440 59832 COM
NIO INC 11680 59568 SPON ADS
SELECT SECTOR SPDR TR 1293 58654 STATE STREET MAT
FIRST TR EXCHANGE-TRADED FD 215 57874 DJ INTERNT IDX
UNITEDHEALTH GROUP INC 175 57693 COM
ISHARES TR 2297 57312 GLOBAL REIT ETF
INVESCO EXCHANGE TRADED FD T 812 57147 WATER RES ETF
TOTALENERGIES SE 856 56854 ACT
ALCOA CORP 1065 56601 COM
PROGRESSIVE CORP 246 56003 COM
DEERE & CO 118 55172 COM
TELEFONICA BRASIL SA 4580 54746 SPONSORED ADS
VIRTUS EQUITY & CONV INCM FD 2149 54670 COM
BLACKSTONE SECD LENDING FD 1984 53766 COMMON STOCK
DOLE PLC 3560 53678 ORD SHS
KOHLS CORP 2612 53311 COM
FLUOR CORP NEW 1310 51915 COM
KEYSIGHT TECHNOLOGIES INC 247 50188 COM
VANGUARD BD INDEX FDS 1007 50173 VANGUARD ULTRA
NUVEEN NASDAQ 100 DYNAMIC OV 1675 47781 COM SHS
VANGUARD SCOTTSDALE FDS 560 46939 INT-TERM CORP
MOODYS CORP 92 46921 COM
BROOKFIELD INFRAST PARTNERS 1343 46655 LP INT UNIT
BP PLC 1342 46618 SPONSORED ADR
PNC FINL SVCS GROUP INC 217 45360 COM
WABTEC 207 44239 COM
WESTERN DIGITAL CORP 251 43215 COM
GENERAL DYNAMICS CORP 126 42419 COM
LIBERTY ALL STAR EQUITY FD 6709 42135 SH BEN INT
TE CONNECTIVITY PLC 185 42059 ORD SHS
MOTOROLA SOLUTIONS INC 106 40787 COM NEW
NOVO-NORDISK A S 795 40474 ADR
PHILIP MORRIS INTL INC 245 39674 COM
BOSTON SCIENTIFIC CORP 408 38903 COM
FORTIVE CORP 667 36833 COM
AAR CORP 435 36032 COM
WARNER BROS DISCOVERY INC 1248 35967 COM SER A
DUPONT DE NEMOURS INC 894 35953 COM
LOEWS CORP 339 35722 COM
KLA CORP 29 35542 COM NEW
CHENIERE ENERGY INC 177 34407 COM NEW
GE VERNOVA INC 52 34005 COM
VANGUARD WORLD FD 175 33891 COMM SRVC ETF
QNITY ELECTRONICS INC 410 33477 COMMON STOCK
CAPITAL ONE FINL CORP 137 33163 COM
EXXON MOBIL CORP 273 32853 COM
US BANCORP DEL 608 32762 COM NEW
ISHARES TR 344 32756 MBS ETF
ROKU INC 300 32547 COM CL A
PAYCHEX INC 281 31548 COM
GRAYSCALE BITCOIN MINI TR ET 809 31333 SHS NEW
DELL TECHNOLOGIES INC 248 31173 CL C
FERRARI N V 83 30511 COM
EBAY INC. 349 30395 COM
MEDTRONIC PLC 314 30378 SHS
ADAMS DIVERSIFIED EQUITY FD 1302 30360 COM
SANDISK CORP 126 29910 COM
HARTFORD INSURANCE GROUP INC 215 29796 COM
AIR PRODS & CHEMS INC 120 29749 COM
VANGUARD INDEX FDS 139 29484 SM CP VAL ETF
ROYCE SMALL CAP TRUST INC 1828 29435 COM
FASTENAL CO 730 29296 COM
GRAYSCALE BITCOIN TRUST ETF 427 29190 SHS REP COM UT
C H ROBINSON WORLDWIDE INC 179 28857 COM NEW
D R HORTON INC 200 28806 COM
ISHARES TR 596 28327 U.S. ENERGY ETF
VANECK ETF TRUST 212 27522 LOW CARBN ENERGY
CONSOLIDATED EDISON INC 276 27442 COM
OREILLY AUTOMOTIVE INC 300 27363 COM
LEGG MASON ETF INVT 676 27201 FRANKLIN US LOW
VANGUARD MALVERN FDS 533 26378 STRM INFPROIDX
SCHWAB STRATEGIC TR 802 26150 US LCAP GR ETF
EQUINIX INC 34 26049 COM
VANGUARD WORLD FD 65 25681 CONSUM DIS ETF
AMERICAN WTR WKS CO INC NEW 195 25500 COM
EXPEDIA GROUP INC 89 25325 COM NEW
FAIR ISAAC CORP 15 25258 COM
ISHARES TR 179 24475 MSCI USA VALUE
AMERICAN INTL GROUP INC 285 24395 COM NEW
SPOTIFY TECHNOLOGY S A 42 24390 SHS
CONAGRA BRANDS INC 1387 24007 COM
TRUIST FINL CORP 482 23734 COM
CME GROUP INC 87 23698 COM
ALBEMARLE CORP 167 23645 COM
INGERSOLL RAND INC 298 23638 COM
VOYA FINANCIAL INC 316 23503 COM
ENPRO INC 109 23406 COM
HP INC 1032 23301 COM
MCDONALDS CORP 75 23029 COM
ON SEMICONDUCTOR CORP 425 23014 COM
SOLSTICE ADVANCED MATLS INC 469 22784 COM SHS
T1 ENERGY INC 3232 21590 COM NEW
SEAGATE TECHNOLOGY HLDNGS PL 77 21372 ORD SHS
SOUTHERN COPPER CORP 149 21325 COM
ROCKET LAB CORP 303 21137 COM
RIGETTI COMPUTING INC 912 20201 COMMON STOCK
REGENERON PHARMACEUTICALS 26 20118 COM
HCA HEALTHCARE INC 43 19939 COM
VANGUARD WORLD FD 66 19659 INDUSTRIAL ETF
BLACKSTONE INC 127 19628 COM
ILLINOIS TOOL WKS INC 78 19337 COM
MONOLITHIC PWR SYS INC 21 19294 COM
CIPHER MINING INC 1279 18878 COM
CVS HEALTH CORP 233 18519 COM
CBOE GLOBAL MKTS INC 72 18156 COM
FIRST TR EXCHANGE TRADED FD 644 17983 NASDQ OIL GAS
NORTHROP GRUMMAN CORP 31 17937 COM
ISHARES TR 444 17815 CORE 30/70 CONSE
TRAVELERS COMPANIES INC 60 17444 COM
PFIZER INC 700 17422 COM
REPUBLIC SVCS INC 82 17412 COM
AT&T INC 699 17367 COM
ISHARES TR 54 17355 RUS 2000 GRW ETF
DOMINION ENERGY INC 293 17191 COM
TAPESTRY INC 133 16949 COM
ALLSTATE CORP 81 16869 COM
FIDELITY NATIONAL FINANCIAL 302 16495 COM SHS
VERALTO CORP 163 16312 COM SHS
SELECT SECTOR SPDR TR 294 16103 STATE STREET FIN
THOR INDS INC 157 16103 COM
VANECK ETF TRUST 44 15846 SEMICONDUCTR ETF
BANK AMERICA CORP 288 15833 COM
WALMART INC 142 15829 COM
COCA-COLA FEMSA SAB DE CV 167 15822 SPONS ADS REP
CINCINNATI FINL CORP 95 15536 COM
ONEOK INC NEW 211 15523 COM
SCHWAB STRATEGIC TR 632 15402 SHT TM US TRES
ALTRIA GROUP INC 258 15172 COM
PLUG POWER INC 7674 15118 COM NEW
FOX CORP 232 15039 CL B COM
CSX CORP 409 14828 COM
SIMON PPTY GROUP INC NEW 80 14763 COM
KEYCORP 706 14578 COM
CHARLES RIV LABS INTL INC 73 14562 COM
DOLLAR TREE INC 118 14515 COM
ROLLINS INC 241 14493 COM
NAVITAS SEMICONDUCTOR CORP 1993 14230 COM
BRISTOL-MYERS SQUIBB CO 263 14199 COM
GINKGO BIOWORKS HOLDINGS INC 1698 14110 CL A NEW
BROADRIDGE FINL SOLUTIONS IN 63 14071 COM
CROWN CASTLE INC 158 14058 COM
APOLLO GLOBAL MGMT INC 96 13827 COM
NASDAQ INC 141 13711 COM
STATE STR CORP 106 13675 COM
COCA-COLA EUROPACIFIC PARTNE 150 13631 SHS
MARSH & MCLENNAN COS INC 73 13530 COM
BROWN FORMAN CORP 512 13454 CL B
ISHARES TR 125 13360 NATIONAL MUN ETF
PTC INC 76 13240 COM
LOCKHEED MARTIN CORP 27 13149 COM
ISHARES TR 797 13101 GL CLEAN ENE ETF
LAUDER ESTEE COS INC 124 12985 CL A
WILLIAMS COS INC 215 12924 COM
BRITISH AMERN TOB PLC 221 12688 SPONSORED ADR
COINBASE GLOBAL INC 56 12664 COM CL A
HUBBELL INC 28 12580 COM
VANGUARD SCOTTSDALE FDS 156 12456 SHRT TRM CORP BD
RALLIANT CORP 242 12336 COM
GRAYSCALE ETHEREUM TRUST ETF 506 12331 SHS
HUNTINGTON BANCSHARES INC 685 11989 COM
CENTENE CORP DEL 289 11892 COM
ETSY INC 214 11864 COM
ESSENTIAL UTILS INC 305 11687 COM
HOULIHAN LOKEY INC 67 11612 CL A
CALIFORNIA WTR SVC GROUP 266 11544 COM
GALLAGHER ARTHUR J & CO 45 11536 COM
ROCKWELL AUTOMATION INC 30 11534 COM
LOGITECH INTL S A 115 11525 SHS
BECTON DICKINSON & CO 59 11508 COM
RUBRIK INC. 150 11472 CL A
VERISK ANALYTICS INC 51 11437 COM
AMERICAN BATTERY TECHNOLOGY 3408 11383 COM NEW
VANGUARD INDEX FDS 44 11291 SMALL CP ETF
AKAMAI TECHNOLOGIES INC 129 11255 COM
EDISON INTL 186 11164 COM
PORCH GROUP INC 1204 10993 COM
VANGUARD SCOTTSDALE FDS 36 10976 VNG RUS1000IDX
RIO TINTO PLC 137 10964 SPONSORED ADR
BOEING CO 50 10856 COM
RIVIAN AUTOMOTIVE INC 550 10841 COM CL A
ZOOM COMMUNICATIONS INC 125 10786 CL A
MARTIN MARIETTA MATLS INC 17 10599 COM
TOYOTA MOTOR CORP 49 10469 ADS
LIBERTY LIVE HOLDINGS INC 125 10395 COM SHS SER C
BIOGEN INC 59 10383 COM
VERTEX PHARMACEUTICALS INC 23 10318 COM
GENERAC HLDGS INC 75 10228 COM
FIFTH THIRD BANCORP 215 10145 COM
KKR & CO INC 79 10071 COM
SYSCO CORP 135 9974 COM
T-MOBILE US INC 49 9956 COM
IRON MTN INC DEL 118 9926 COM
AMYLYX PHARMACEUTICALS INC 819 9894 COM
WORKDAY INC 46 9880 CL A
SHELL PLC 134 9820 SPON ADS
KEURIG DR PEPPER INC 344 9635 COM
CHIPOTLE MEXICAN GRILL INC 252 9324 COM
WHIRLPOOL CORP 127 9183 COM
TRACTOR SUPPLY CO 183 9150 COM
COPART INC 232 9083 COM
AMERICAN ELEC PWR CO INC 78 9004 COM
WELLS FARGO CO NEW 96 8947 COM
ISHARES TR 163 8803 ISHS 5-10YR INVT
SHERWIN WILLIAMS CO 27 8791 COM
LI AUTO INC 519 8787 SPONSORED ADS
MID-AMER APT CMNTYS INC 63 8705 COM
FISERV INC 128 8598 COM
HOST HOTELS & RESORTS INC 474 8570 COM
SNOWFLAKE INC 39 8555 COM SHS
FIDELITY NATL INFORMATION SV 128 8506 COM
MP MATERIALS CORP 168 8487 COM CL A
CONSTELLATION BRANDS INC 61 8453 CL A
EXTRA SPACE STORAGE INC 65 8443 COM
AIRBNB INC 62 8415 COM CL A
PULTE GROUP INC 71 8401 COM
SOUTHWEST AIRLS CO 202 8393 COM
UNITED PARCEL SERVICE INC 84 8286 CL B
AMERICAN EAGLE OUTFITTERS IN 314 8284 COM
EVERSOURCE ENERGY 121 8169 COM
ISHARES TR 80 8147 0-5 YR TIPS ETF
GE AEROSPACE 26 8077 COM NEW
WAYFAIR INC 80 8033 CL A
HOLOGIC INC 107 7970 COM
MGIC INVT CORP WIS 272 7950 COM