What Klingman & Associates, LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1662449 · Filed Jul 29, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
ISHARES TRCORE S&P500 ETF | 530.7K | +0.8% | $397.5M | 16.9% |
VANGUARD MALVERN FDSSTRM INFPROIDX | 2.6M | +7.7% | $131.2M | 5.6% |
ISHARES TRCORE S&P MCP ETF | 1.6M | +3.1% | $123.7M | 5.3% |
ISHARES TRCORE MSCI EAFE | 1M |
| +4.7% |
| $96.8M |
| 4.1% |
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | 1.2M | +2.9% | $88.8M | 3.8% |
ISHARES TRCORE S&P SCP ETF | 596.8K | +0.7% | $88.5M | 3.8% |
SPYSPDR S&P 500 ETF Trust | 114.9K | −0.4% | $85.8M | 3.7% |
SPDR SERIES TRUSTST STR P500GRW | 646.8K | New | $77M | 3.3% |
AAPLApple Inc. | 264K | −2.2% | $76.4M | 3.3% |
SPDR SERIES TRUSTST STR P500VAL | 1.2M | New | $71.3M | 3% |
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | 984.3K | −2.0% | $58.8M | 2.5% |
INVESCO EXCH TRADED FD TR IIS&P 500 REVENUE | 353.6K | +7.5% | $45.2M | 1.9% |
ISHARES INCCORE MSCI EMKT | 501K | +3.5% | $41.5M | 1.8% |
ISHARES TRIBONDS DEC 29 | 1.6M | +2.6% | $37.6M | 1.6% |
ISHARES TRIBONDS DEC 2030 | 1.7M | +4.0% | $37.4M | 1.6% |
ISHARES TRIBONDS DEC 2031 | 1.8M | +3.9% | $36.8M | 1.6% |
ISHARES TRMSCI USA MIN ETF | 354.8K | New | $34.2M | 1.5% |
SPDR SERIES TRUSTST STR SP400GRW | 297.6K | New | $33.4M | 1.4% |
INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF | 614.2K | −0.6% | $33.2M | 1.4% |
ISHARES TRIBDS DEC28 ETF | 1.3M | −0.7% | $32.7M | 1.4% |
SPDR SERIES TRUSTST STR SP400VAL | 340.5K | New | $32.3M | 1.4% |
SPDR SERIES TRUSTST STR SP600SM C | 279.9K | New | $30.5M | 1.3% |
ISHARES TRIBONDS DEC 2032 | 1.2M | +8.7% | $29.6M | 1.3% |
MDYSPDR S&P Midcap 400 ETF Trust | 41.5K | −0.4% | $29.2M | 1.2% |
CFGCitizens Financial Group Inc | 409.9K | −10.3% | $28.7M | 1.2% |
SPDR SERIES TRUSTST STR SP DIV | 187.3K | New | $28.5M | 1.2% |
SPDR SERIES TRUSTST STR SP600GRWO | 203.9K | New | $24.3M | 1% |
ISHARES TRIBONDS 27 ETF | 959.6K | −2.6% | $23.2M | 1% |
DDOGDatadog, Inc. | 67.5K | −17.8% | $17.6M | 0.7% |
VANGUARD INDEX FDSTOTAL STK MKT | 45K | +0.1% | $16.6M | 0.7% |
AMZNAmazon Com Inc | 61.8K | +5.9% | $14.7M | 0.6% |
MSFTMicrosoft Corp | 37.8K | +1.6% | $14.1M | 0.6% |
NVDANVIDIA Corp | 69.6K | +4.1% | $13.9M | 0.6% |
ISHARES TREAFE SML CP ETF | 155.2K | −1.0% | $12.8M | 0.5% |
ISHARES TRNEW YORK MUN ETF | 236K | −1.6% | $12.7M | 0.5% |
GOOGAlphabet Inc. | 31.6K | +1.9% | $11.2M | 0.5% |
GOOGLAlphabet Inc. | 27.8K | +1.7% | $9.9M | 0.4% |
ISHARES TRRUSSELL 2000 ETF | 30.9K | −1.2% | $9.3M | 0.4% |
ISHARES TRRUS 1000 ETF | 21.7K | −1.4% | $8.9M | 0.4% |
JPMJPMorgan Chase & Co | 26.2K | +1.5% | $8.6M | 0.4% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 11.4K | +0.6% | $7.8M | 0.3% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 15.4K | +11.1% | $7.7M | 0.3% |
ISHARES TRISHARES SEMICDTR | 12K | −14.3% | $7.7M | 0.3% |
AMATApplied Materials Inc | 10.5K | +0.4% | $7.6M | 0.3% |
FLEXSHARES TRIBOXX 3R TARGT | 264.4K | −0.6% | $6.3M | 0.3% |
JLLJones Lang Lasalle Inc | 19K | ±0% | $5.9M | 0.3% |
VANGUARD INDEX FDSREAL ESTATE ETF | 57.7K | −1.1% | $5.6M | 0.2% |
AVGOBroadcom Inc. | 14.4K | +3.8% | $5.5M | 0.2% |
EXXON MOBIL CORPCOM | 39K | +0.3% | $5.3M | 0.2% |
ISHARES TRSELECT DIVID ETF | 32.1K | −0.3% | $5M | 0.2% |
JNJJohnson & Johnson | 17.4K | −3.5% | $4.4M | 0.2% |
DIMENSIONAL ETF TRUSTUS TARGETED VLU | 62.9K | −2.3% | $4.4M | 0.2% |
INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL | 55.2K | ±0% | $4.1M | 0.2% |
VANGUARD INTL EQUITY INDEX FALLWRLD EX US | 47.7K | +0.3% | $4M | 0.2% |
METAMeta Platforms, Inc. | 7.1K | +5.3% | $4M | 0.2% |
MAMastercard Inc | 7.5K | −3.6% | $3.8M | 0.2% |
CROXCrocs, Inc. | 31.7K | +5.3% | $3.8M | 0.2% |
GEGeneral Electric Co | 9.8K | +2.1% | $3.7M | 0.2% |
ISHARES TRRUS 1000 GRW ETF | 29K | +300.1% | $3.6M | 0.2% |
DIMENSIONAL ETF TRUSTINTERNATNAL VAL | 66.3K | −0.2% | $3.6M | 0.2% |
TSLATesla, Inc. | 8.2K | +1.8% | $3.5M | 0.1% |
ABBVAbbVie Inc. | 13.2K | +0.4% | $3.3M | 0.1% |
MUMicron Technology Inc | 2.9K | +11.2% | $3.3M | 0.1% |
ISHARES TRMSCI EAFE ETF | 31.6K | +1.5% | $3.3M | 0.1% |
LAMRLamar Advertising Co | 20.4K | −0.2% | $3.2M | 0.1% |
ISHARES TRRUS 2000 VAL ETF | 14.3K | ±0% | $3.2M | 0.1% |
VANGUARD INDEX FDSSMALL CP ETF | 10.4K | −0.4% | $3.2M | 0.1% |
COSTCostco Wholesale Corp | 3.3K | −2.0% | $3.1M | 0.1% |
CATCaterpillar Inc | 2.9K | +3.0% | $3.1M | 0.1% |
GEVGE Vernova Inc. | 2.6K | +2.4% | $3.1M | 0.1% |
VANGUARD INDEX FDSGROWTH ETF | 35.4K | +447.7% | $3.1M | 0.1% |
VVisa Inc. | 8.8K | −3.5% | $3M | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | 13.6K | ±0% | $2.9M | 0.1% |
LLYELI LILLY & Co | 2.4K | +4.3% | $2.9M | 0.1% |
ISHARES TRCORE MSCI TOTAL | 29.5K | −1.5% | $2.8M | 0.1% |
ISHARES TRCORE HIGH DV ETF | 101K | +399.2% | $2.8M | 0.1% |
CCitigroup Inc | 19.1K | +0.8% | $2.7M | 0.1% |
INTCIntel Corp | 18.7K | +7.1% | $2.6M | 0.1% |
VANGUARD INDEX FDSVALUE ETF | 11.9K | −0.0% | $2.6M | 0.1% |
ISHARES TRS&P 100 ETF | 6.9K | −3.7% | $2.5M | 0.1% |
AMDAdvanced Micro Devices Inc | 4.2K | +7.7% | $2.5M | 0.1% |
J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | 47.8K | ±0% | $2.4M | 0.1% |
TJXTJX Companies Inc | 15.2K | +0.1% | $2.3M | 0.1% |
PGPROCTER & GAMBLE Co | 15.3K | −1.5% | $2.2M | 0.1% |
QQQInvesco QQQ Trust, Series 1 | 3K | +3.0% | $2.2M | 0.1% |
HDHome Depot, Inc. | 6.1K | −2.2% | $2.1M | 0.1% |
ORCLOracle Corp | 14.2K | −2.9% | $2.1M | 0.1% |
GLWCorning Inc | 8.1K | +1.2% | $2.1M | 0.1% |
ISHARES TRIBONDS DEC 2033 | 78.8K | New | $2M | 0.1% |
WMTWalmart Inc. | 17.5K | +4.8% | $2M | 0.1% |
VANGUARD ADMIRAL FDS INCMIDCP 400 IDX | 14.8K | −0.8% | $1.9M | 0.1% |
CSCOCisco Systems, Inc. | 16.2K | +3.1% | $1.9M | 0.1% |
VANGUARD INDEX FDSSM CP VAL ETF | 7.8K | −0.1% | $1.9M | 0.1% |
ISHARES TRMSCI EAFE MIN VL | 21.7K | −3.9% | $1.9M | 0.1% |
INVESCO EXCH TRADED FD TR IIS&P MDCP 400 REV | 12.9K | −0.2% | $1.9M | 0.1% |
DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | 32.2K | +2.1% | $1.8M | 0.1% |
RJFRaymond James Financial Inc | 11.5K | −6.3% | $1.7M | 0.1% |
ISHARES TRCORE S&P TTL STK | 10.3K | −2.0% | $1.7M | 0.1% |
INVESCO EXCH TRADED FD TR IIS&P SMALLCAP 600 | 28.3K | ±0% | $1.7M | 0.1% |
UBSIUnited Bankshares Inc | 35.4K | +14.7% | $1.6M | 0.1% |
VANGUARD INDEX FDSSML CP GRW ETF | 4.4K | −1.2% | $1.6M | 0.1% |
BXBlackstone Inc. | 13.6K | +1.7% | $1.6M | 0.1% |
NEENextEra Energy Inc | 18.2K | +1.1% | $1.6M | 0.1% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 3.3K | +2.8% | $1.6M | 0.1% |
KOCoca Cola Co | 19.1K | −9.6% | $1.6M | 0.1% |
LOWLowe's Companies Inc | 7K | +106.6% | $1.5M | 0.1% |
VANGUARD ADMIRAL FDS INCSMLLCP 600 IDX | 11K | ±0% | $1.5M | 0.1% |
GSGoldman Sachs Group Inc | 1.5K | +2.8% | $1.5M | 0.1% |
DEDeere & Co | 2.4K | +1.5% | $1.5M | 0.1% |
ADPAutomatic Data Processing Inc | 6.7K | +0.2% | $1.5M | 0.1% |
ISHARES TRRUS MID CAP ETF | 13.5K | −2.2% | $1.5M | 0.1% |
VANGUARD WHITEHALL FDSHIGH DIV YLD | 9.3K | ±0% | $1.5M | 0.1% |
IBMInternational Business Machines Corp | 5K | +1.8% | $1.4M | 0.1% |
TXNTexas Instruments Inc | 4.7K | +1.3% | $1.4M | 0.1% |
ISHARES TRMSCI EMG MKT ETF | 20.4K | −0.3% | $1.4M | 0.1% |
LRCXLAM Research Corp | 3.2K | +8.7% | $1.4M | 0.1% |
MCDMcDonald's Corp | 5K | −7.5% | $1.4M | 0.1% |
MRKMerck & Co., Inc. | 10.5K | +1.6% | $1.3M | 0.1% |
ASMLASML Holding NV | 671 | +11.8% | $1.3M | 0.1% |
HUBBHubbell Inc | 2.5K | +0.5% | $1.3M | 0.1% |
SCHWAB STRATEGIC TRINTL EQTY ETF | 47.1K | −2.7% | $1.3M | 0.1% |
ISHARES U S ETF TRSHOR DURA BD ETF | 25.6K | New | $1.3M | 0.1% |
J P MORGAN EXCHANGE TRADED FFLEXI DEBT ETF | 25.4K | New | $1.3M | 0.1% |
MSMorgan Stanley | 6.1K | −10.5% | $1.3M | 0.1% |
SELECT SECTOR SPDR TRST STR TECHN ETF | 6.5K | New | $1.2M | 0.1% |
PMPhilip Morris International Inc. | 6.6K | +3.6% | $1.2M | 0.1% |
CVXChevron Corp | 7K | +5.0% | $1.2M | 0.1% |
IAUiShares Gold Trust | 15K | −3.8% | $1.1M | 0.1% |
BACBank of America Corp | 19.6K | +5.8% | $1.1M | 0.1% |
DIMENSIONAL ETF TRUSTINFLATION PROTE | 26.7K | ±0% | $1.1M | 0.1% |
RTXRTX Corp | 5.7K | +0.0% | $1.1M | 0.1% |
GLDSPDR Gold Trust | 2.9K | ±0% | $1.1M | 0.1% |
KLACKLA Corp | 3.5K | +931.1% | $1.1M | 0.1% |
PIMCO ETF TRENHAN SHRT MA AC | 10.5K | −48.8% | $1.1M | 0.1% |
AMERICAN CENTY ETF TRUS SML CP VALU | 8.3K | +0.3% | $1M | 0.1% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 4.4K | −13.7% | $1M | 0.1% |
ABTAbbott Laboratories | 11.3K | −7.3% | $1M | 0.1% |
DISWalt Disney Co | 10.2K | +54.5% | $978.1K | 0.1% |
NFLXNetflix Inc | 13.7K | −19.4% | $974.8K | 0.1% |
LMTLockheed Martin Corp | 1.9K | +0.6% | $967.5K | 0.1% |
ORLYO Reilly Automotive Inc | 10.5K | −11.0% | $963.4K | 0.1% |
CSXCSX Corp | 20.2K | +0.6% | $960.9K | 0.1% |
DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | 11.7K | New | $960.7K | 0.1% |
TMOThermo Fisher Scientific Inc. | 1.9K | −2.5% | $950.6K | 0.1% |
SNDKSandisk Corp | 411 | +13.5% | $934.5K | 0.1% |
AXPAmerican Express Co | 2.8K | +2.4% | $933.6K | 0.1% |
VANECK ETF TRUSTSEMICONDUCTR ETF | 1.4K | +33.8% | $916.9K | 0.1% |
INVESCO EXCH TRADED FD TR IIRAFI DVLPD MRKTS | 20.3K | −4.8% | $914.3K | 0.1% |
ISHARES TREAFE GRWTH ETF | 7.3K | −0.8% | $911.4K | 0.1% |
SCHWAB STRATEGIC TRUS LRG CAP ETF | 30.8K | ±0% | $905.8K | 0.1% |
PANWPalo Alto Networks Inc | 2.6K | +4.7% | $902.7K | 0.1% |
COMPCompass, Inc. | 70.4K | −0.0% | $868.5K | 0.1% |
VANGUARD STAR FDSVG TL INTL STK F | 10.1K | +3.5% | $860.6K | 0.1% |
ROSTRoss Stores, Inc. | 4K | +1.3% | $854.8K | 0.1% |
EMREmerson Electric Co | 6K | +2.3% | $854.6K | 0.1% |
URIUnited Rentals, Inc. | 745 | +7.8% | $844K | 0.1% |
UNHUnitedHealth Group Inc | 2K | +8.3% | $840K | 0.1% |
LINLinde PLC | 1.6K | +2.4% | $839.1K | 0.1% |
BLKBlackRock, Inc. | 871 | +1.0% | $837.5K | 0.1% |
MOAltria Group, Inc. | 11.6K | +2.4% | $836.3K | 0.1% |
CMICummins Inc | 1.2K | +0.9% | $830.2K | 0.1% |
WFCWells Fargo & Company | 10K | −4.9% | $825.7K | 0.1% |
CPNGCoupang, Inc. | 46.7K | −0.7% | $810.5K | 0.1% |
FFIVF5, Inc. | 1.9K | +0.3% | $803.2K | 0.1% |
J P MORGAN EXCHANGE TRADED FULTRA SHT MUNCPL | 15.3K | −87.4% | $779.9K | 0.1% |
AMGNAmgen Inc | 2.1K | +2.1% | $774.9K | 0.1% |
EDConsolidated Edison Inc | 6.7K | +1.5% | $742.4K | 0.1% |
SCHWSchwab Charles Corp | 7.9K | −5.6% | $733.4K | 0.1% |
TFCTruist Financial Corp | 14.5K | +4.5% | $723.4K | 0.1% |
SCHWAB STRATEGIC TRINTL SCEQT ETF | 14.8K | +0.1% | $712.1K | 0.1% |
NVSNovartis AG | 4.5K | +5.4% | $708.8K | 0.1% |
PFEPfizer Inc | 28.2K | −0.7% | $679.9K | 0.1% |
ISRGIntuitive Surgical Inc | 1.7K | +37.8% | $662.1K | 0.1% |
PGRProgressive Corp | 3K | +2.1% | $654.9K | 0.1% |
BKNGBooking Holdings Inc. | 3.7K | +2,331.1% | $654.3K | 0.1% |
HSYHershey Co | 3.7K | +0.1% | $651.4K | 0.1% |
VRAVera Bradley, Inc. | 160.1K | +50.0% | $622.6K | 0.1% |
WDCWestern Digital Corp | 972 | +2.7% | $620.8K | 0.1% |
ISHARES TR1 3 YR TREAS BD | 7.4K | −63.3% | $610.7K | 0.1% |
STXSeagate Technology Holdings plc | 631 | +4.0% | $608.9K | 0.1% |
ISHARES TRRUS 1000 VAL ETF | 2.5K | −4.9% | $607K | 0.1% |
ISHARES TRCORE MSCI INTL | 6.7K | ±0% | $600.7K | 0.1% |
LHXL3HARRIS Technologies, Inc. | 2K | +0.2% | $594.5K | 0.1% |
PHParker-Hannifin Corp | 598 | +2.9% | $584.9K | 0.1% |
SELECT SECTOR SPDR TRST STR ENERG ETF | 11K | New | $582.5K | 0.1% |
NSCNorfolk Southern Corp | 1.9K | +0.8% | $582.3K | 0.1% |
QCOMQualcomm Inc | 3.1K | +23.7% | $579.1K | 0.1% |
ECLEcolab Inc. | 2.1K | +10.3% | $574.5K | 0.1% |
VANGUARD WORLD FDINF TECH ETF | 4.7K | +924.9% | $565.9K | 0.1% |
ITWIllinois Tool Works Inc | 2.1K | −1.6% | $561K | 0.1% |
VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF | 3.6K | ±0% | $552.8K | 0.1% |
FRABlackRock Floating Rate Income Strategies Fund, Inc. | 49.6K | +3.4% | $545.6K | 0.1% |
ADIAnalog Devices Inc | 1.4K | +1.7% | $544.9K | 0.1% |
HLTHilton Worldwide Holdings Inc. | 1.6K | +1.2% | $542.9K | 0.1% |
VANGUARD SCOTTSDALE FDSSHORT TERM TREAS | 9.3K | ±0% | $539.7K | 0.1% |
ISHARES TRS&P 500 VAL ETF | 2.4K | −16.0% | $536.5K | 0.1% |
PLTRPalantir Technologies Inc. | 4.5K | +0.7% | $525K | 0.1% |
DHRDanaher Corp | 2.7K | +17.0% | $521.9K | 0.1% |
VZVerizon Communications Inc | 12.2K | +2.1% | $516.3K | 0.1% |
ISHARES TRS&P 500 GRWT ETF | 3.7K | ±0% | $504.9K | 0.1% |
ISHARES TRRUS 2000 GRW ETF | 1.3K | ±0% | $504.2K | 0.1% |
GLOBAL X FDSDATA CTR DIG ETF | 16.4K | New | $498.5K | 0.1% |
WISDOMTREE TRUS QTLY DIV GRT | 5.1K | ±0% | $490.4K | 0.1% |
ISHARES TRCORE 80 20 ETF | 5K | New | $489.3K | 0.1% |
SCHWAB STRATEGIC TRUS BRD MKT ETF | 16.9K | ±0% | $488.3K | 0.1% |
SOSouthern Co | 5K | −1.1% | $480K | 0.1% |
WSMWilliams Sonoma Inc | 2.1K | −0.5% | $479.5K | 0.1% |
SBUXStarbucks Corp | 4.7K | +2.2% | $479.5K | 0.1% |
ISHARES TRGLOBAL 100 ETF | 3.5K | ±0% | $474.7K | 0.1% |
VSATViasat Inc | 5.3K | New | $473.4K | 0.1% |
CBChubb Ltd | 1.4K | +1.3% | $471.9K | 0.1% |
ISHARES TRMSCI USA QLT FCT | 2.1K | −13.2% | $463.9K | 0.1% |
SCHWAB STRATEGIC TRUS LCAP GR ETF | 13.6K | −5.2% | $461.4K | 0.1% |
TAT&T Inc. | 21.8K | −1.6% | $451.4K | 0.1% |
ISHARES TRIBONDS DEC2026 | 18.4K | ±0% | $446K | 0.1% |
VANGUARD INDEX FDSMCAP VL IDXVIP | 2.2K | −2.0% | $427.8K | 0.1% |
LNTAlliant Energy Corp | 5.6K | +0.6% | $424.1K | 0.1% |
FBRTFranklin BSP Realty Trust, Inc. | 52K | +24.7% | $423.5K | 0.1% |
SYKStryker Corp | 1.3K | −14.8% | $421.9K | 0.1% |
CTVACorteva, Inc. | 5K | +1.4% | $421.8K | 0.1% |
ISHARES TRESG OPTIMIZED | 2.7K | ±0% | $419.5K | 0.1% |
PEPPepsiCo Inc | 3.1K | −0.2% | $417.2K | 0.1% |
COFCapital One Financial Corp | 2.1K | +5.9% | $414.7K | 0.1% |
ISHARES TRPFD AND INCM SEC | 13.4K | −4.7% | $407K | 0.1% |
JJacobs Solutions Inc. | 3.2K | −1.6% | $406.6K | 0.1% |
VANGUARD WORLD FDENERGY ETF | 2.7K | −42.5% | $406.4K | 0.1% |
PSXPhillips 66 | 2.4K | +1.8% | $404.9K | 0.1% |
INVESCO EXCH TRADED FD TR IIVAR RATE PFD | 16.6K | ±0% | $403.4K | 0.1% |
ETSYEtsy Inc | 5.3K | −43.4% | $399.6K | 0.1% |
ARESAres Management Corp | 3.6K | +4.5% | $399.4K | 0.1% |
APDAir Products & Chemicals, Inc. | 1.4K | +3.0% | $397K | 0.1% |
CLColgate Palmolive Co | 4.2K | +2.8% | $388.2K | 0.1% |
VANGUARD INDEX FDSMCAP GR IDXVIP | 1.2K | −1.2% | $382.3K | 0.1% |
QQnity Electronics, Inc. | 2.3K | +1.7% | $381K | 0.1% |
SELECT SECTOR SPDR TRST STR STAPL ETF | 4.6K | New | $380.5K | 0.1% |
APHAmphenol Corp | 2.2K | +6.3% | $380.1K | 0.1% |
NOWServiceNow, Inc. | 3.8K | +1.3% | $380K | 0.1% |
DELLDell Technologies Inc. | 870 | New | $375.4K | 0.1% |
CACCCredit Acceptance Corp | 587 | +0.7% | $373.8K | 0.1% |
ISHARES TRU.S. TECH ETF | 1.5K | −7.8% | $372.3K | 0.1% |
UNPUnion Pacific Corp | 1.3K | −20.6% | $359.6K | 0.1% |
GBDCGOLUB CAPITAL BDC, Inc. | 27.8K | ±0% | $357.9K | 0.1% |
HSBCHSBC Holdings PLC | 3.7K | +12.8% | $355.6K | 0.1% |
ANETArista Networks, Inc. | 2.1K | +4.9% | $349.8K | 0.1% |
GDGeneral Dynamics Corp | 986 | +3.9% | $349.3K | 0.1% |
FASTFastenal Co | 7.3K | +0.6% | $348.8K | 0.1% |
COPConocoPhillips | 3.3K | +3.7% | $347.3K | 0.1% |
UBERUber Technologies, Inc | 4.8K | −3.2% | $345.6K | 0.1% |
ISHARES TRIBONDS DEC 2029 | 13.5K | −10.5% | $342.5K | 0.1% |
MMM3M Co | 2.1K | +1.4% | $342K | 0.1% |
CAPITAL GRP FIXED INCM ETF TUS MULTI-SECTOR | 12.4K | ±0% | $338.4K | 0.1% |
GILDGilead Sciences, Inc. | 2.7K | +0.7% | $336.6K | 0.1% |
EMEEMCOR Group, Inc. | 403 | −8.6% | $334.4K | 0.1% |
AZNAstraZeneca PLC | 1.7K | +10.0% | $328.2K | 0.1% |
SHELShell plc | 4.2K | +7.5% | $328.1K | 0.1% |
HONHoneywell International Inc | 1.5K | New | $327.7K | 0.1% |
VANGUARD WORLD FDCONSUM STP ETF | 1.5K | −0.5% | $327K | 0.1% |
SCHWAB STRATEGIC TRFUNDAMENTAL INTL | 6.7K | ±0% | $324.6K | 0.1% |
HONAHoneywell Aerospace Inc. | 1.5K | New | $324.4K | 0.1% |
SCHWAB STRATEGIC TRUS LCAP VA ETF | 9K | −7.6% | $314.9K | 0.1% |
ISHARES TRESG AWR MSCI USA | 1.9K | +5.3% | $314.6K | 0.1% |
ISHARES TRCORE DIV GRWTH | 4.1K | ±0% | $310.7K | 0.1% |
WISDOMTREE TREMER MKT HIGH FD | 5.7K | ±0% | $309.2K | 0.1% |
ETNEaton Corp plc | 715 | +7.8% | $304.7K | 0.1% |
VANGUARD INDEX FDSMID CAP ETF | 3.7K | +299.9% | $301.9K | 0.1% |
STLDSteel Dynamics Inc | 1.3K | +1.0% | $301.5K | 0.1% |
BABoeing Co | 1.4K | −6.0% | $300.9K | 0.1% |
KKRKKR & Co. Inc. | 3.3K | +5.5% | $298.5K | 0.1% |
ISHARES TREXPND TEC SC ETF | 1.8K | +1.2% | $297.9K | 0.1% |
CRMSalesforce, Inc. | 1.9K | −18.7% | $297.2K | 0.1% |
CDNSCadence Design Systems Inc | 783 | New | $293.9K | 0.1% |
BHPBHP Group Ltd | 3.5K | +11.9% | $293.7K | 0.1% |
SPGIS&P Global Inc. | 761 | New | $293.1K | 0.1% |
EQRVivmark Residential | 4.3K | +0.7% | $290.3K | 0.1% |
DBDeutsche Bank Aktiengesellschaft | 8.5K | New | $288.5K | 0.1% |
SCHWAB STRATEGIC TRUS DIVIDEND EQ | 9.1K | ±0% | $287.7K | 0.1% |
ISHARES TRCORE S&P US VLU | 2.6K | ±0% | $287.2K | 0.1% |
WMBWilliams Companies, Inc. | 3.8K | +2.1% | $284.1K | 0.1% |
DUKDuke Energy CORP | 2.2K | +2.4% | $283.2K | 0.1% |
WISDOMTREE TRUS TOTAL DIVIDND | 3K | ±0% | $279.7K | 0.1% |
ISHARES TRIBONDS DEC 27 | 11K | −4.7% | $278.6K | 0.1% |
PNCPNC Financial Services Group, Inc. | 1.1K | +4.1% | $278K | 0.1% |
KMIKinder Morgan, Inc. | 8.7K | +1.8% | $276.5K | 0.1% |
SPOTSpotify Technology S.A. | 594 | −3.6% | $272.7K | 0.1% |
VRTXVertex Pharmaceuticals Inc | 547 | +3.4% | $271.7K | 0.1% |
FDXFedEx Corp | 860 | −0.9% | $269.3K | 0.1% |
ULUnilever PLC | 4.5K | +3.9% | $268.1K | 0.1% |
ACNAccenture plc | 2.1K | +26.9% | $264.8K | 0.1% |
BNLBroadstone Net Lease, Inc. | 12.7K | +0.7% | $263.2K | 0.1% |
JCIJohnson Controls International plc | 1.8K | +4.9% | $262.9K | 0.1% |
APPAppLovin Corp | 509 | New | $262.3K | 0.1% |
VANGUARD INDEX FDSLARGE CAP ETF | 753 | −2.8% | $259K | 0.1% |
MPCMarathon Petroleum Corp | 1K | +3.7% | $258.2K | 0.1% |
ASSTStrive, Inc. | 23.5K | −68.2% | $256K | 0.1% |
BXSLBlackstone Secured Lending Fund | 10.7K | +0.1% | $254.2K | 0.1% |
MCOMoody's Corp | 561 | +6.5% | $254.1K | 0.1% |
UPSUnited Parcel Service Inc | 2.3K | +0.0% | $251.9K | 0.1% |
RBCRBC Bearings INC | 391 | −3.5% | $251.8K | 0.1% |
SCHWAB STRATEGIC TRFUNDAMENTAL US L | 8K | ±0% | $248.8K | 0.1% |
PROFESIONALLY MANAGED PORTFOAKRE FOCUS ETF | 4.6K | ±0% | $246.8K | 0.1% |
CIENCiena Corp | 503 | New | $246.8K | 0.1% |
ISHARES TRIBONDS DEC 28 | 9.6K | −23.6% | $246.1K | 0.1% |
MPWRMonolithic Power Systems, Inc. | 178 | New | $246.1K | 0.1% |
PAYXPaychex Inc | 2.5K | New | $245.5K | 0.1% |
TTTrane Technologies plc | 499 | New | $245.1K | 0.1% |
WELLWelltower Inc. | 1.1K | New | $244.2K | 0.1% |
TPRTapestry, Inc. | 1.7K | +0.2% | $243.4K | 0.1% |
CVSCVS HEALTH Corp | 2.3K | −36.6% | $241.1K | 0.1% |
BMYBristol Myers Squibb Co | 4.2K | +1.3% | $240K | 0.1% |
YUMYUM Brands Inc | 1.5K | +1.2% | $239.6K | 0.1% |
REGNRegeneron Pharmaceuticals, Inc. | 384 | −1.8% | $239.4K | 0.1% |
CPTCamden Property Trust | 2.1K | −0.7% | $238.4K | 0.1% |
TMUST-Mobile US, Inc. | 1.4K | −14.5% | $238.3K | 0.1% |
MRVLMarvell Technology, Inc. | 800 | New | $238.3K | 0.1% |
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | 1.5K | −2.3% | $233.5K | 0.1% |
NVONovo Nordisk a S | 4.8K | New | $229.4K | 0.1% |
TRVTravelers Companies, Inc. | 691 | New | $228.1K | 0.1% |
ISHARES TRMSCI INDIA ETF | 4.6K | New | $228K | 0.1% |
LITELumentum Holdings Inc. | 262 | New | $224.8K | 0.1% |
GBXGreenbrier Companies Inc | 4.6K | −1.6% | $223.8K | 0.1% |
GOLDMAN SACHS ETF TRACTIVEBETA US LG | 1.6K | New | $222.9K | 0.1% |
EPDEnterprise Products Partners L.P. | 6.1K | ±0% | $222.7K | 0.1% |
WABWestinghouse Air Brake Technologies Corp | 824 | +1.4% | $222.2K | 0.1% |
JBLJabil Inc | 574 | New | $221.3K | 0.1% |
NOCNorthrop Grumman Corp | 432 | −4.0% | $220K | 0.1% |
ISHARES TRMSCI USA VALUE | 1.1K | New | $219.2K | 0.1% |
UBSUBS Group AG | 4.4K | New | $217.7K | 0.1% |
GLOBAL X FDSGLB X MLP ENRG I | 2.9K | +0.4% | $214.8K | 0.1% |
TGTTarget Corp | 1.6K | New | $213.4K | 0.1% |
TMToyota Motor Corp | 1.3K | −6.6% | $213.1K | 0.1% |
USBUS Bancorp de | 3.5K | New | $211.9K | 0.1% |
VANGUARD INTL EQUITY INDEX FGLB EX US ETF | 4.7K | ±0% | $211.7K | 0.1% |
WTSWatts Water Technologies Inc | 540 | New | $211.4K | 0.1% |
ISHARES TRSELECT US REIT | 3.1K | New | $211K | 0.1% |
GEHCGE HealthCare Technologies Inc. | 3.3K | −17.6% | $210.3K | 0.1% |
CNPCenterpoint Energy Inc | 4.8K | +1.6% | $210.2K | 0.1% |
AEPAmerican Electric Power Co Inc | 1.5K | New | $209.3K | 0.1% |
TSNTyson Foods, Inc. | 3.7K | +6.2% | $209.1K | 0.1% |
AMTAmerican Tower Corp | 1.3K | +6.1% | $208.6K | 0.1% |
FTNTFortinet, Inc. | 1.4K | New | $207.5K | 0.1% |
TTETotalEnergies SE | 2.6K | +10.0% | $204K | 0.1% |
GOLFAcushnet Holdings Corp. | 1.7K | New | $203.8K | 0.1% |
NEUNewmarket Corp | 257 | New | $203.3K | 0.1% |
SMFGSumitomo Mitsui Financial Group, Inc. | 8.6K | New | $202K | 0.1% |
APAAPA Corp | 6.2K | +2.8% | $201.9K | 0.1% |
SANBanco Santander, S.A. | 13.4K | +16.0% | $185.6K | 0.1% |
FFord Motor Co | 10.5K | +2.5% | $146K | 0.1% |
MFGMizuho Financial Group Inc | 15.2K | +7.7% | $145.9K | 0.1% |
LYGLloyds Banking Group plc | 13.3K | +17.2% | $77.4K | 0.1% |
WITWipro Ltd | 14.5K | New | $32.7K | 0.1% |