What Caldwell Trust Co reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 2080218 · Filed Aug 3, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
811 positions
| 311.1K |
| −3.9% |
| $62.3M |
| 5% |
SPYSPDR S&P 500 ETF Trust | 62.4K | −0.3% | $46.6M | 3.8% |
GOOGLAlphabet Inc. | 118.2K | −3.2% | $42.2M | 3.4% |
AMZNAmazon Com Inc | 132.9K | −1.7% | $31.7M | 2.6% |
MSFTMicrosoft Corp | 76.6K | −0.0% | $28.6M | 2.3% |
LLYELI LILLY & Co | 21.6K | −0.8% | $25.8M | 2.1% |
ISHARES TRCORE S&P500 ETF | 31.5K | +4.1% | $23.6M | 1.9% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 32.7K | −10.8% | $22.5M | 1.8% |
JPMJPMorgan Chase & Co | 66.7K | +0.1% | $21.8M | 1.8% |
CATCaterpillar Inc | 17.5K | −4.5% | $18.7M | 1.5% |
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | 81.3K | +3.7% | $17.3M | 1.4% |
HDHome Depot, Inc. | 46.6K | −1.6% | $16.5M | 1.3% |
VANGUARD INDEX FDSTOTAL STK MKT | 43.8K | −1.4% | $16.2M | 1.3% |
ISHARES TRISHS 1-5YR INVS | 300.7K | +5.6% | $15.8M | 1.3% |
ISHARES TRCORE US AGGBD ET | 158.9K | +9.1% | $15.7M | 1.3% |
COSTCostco Wholesale Corp | 16.6K | +4.2% | $15.5M | 1.3% |
NEENextEra Energy Inc | 173.8K | −0.9% | $15.3M | 1.2% |
MDYSPDR S&P Midcap 400 ETF Trust | 21.6K | +0.0% | $15.2M | 1.2% |
ISHARES TRCORE S&P SCP ETF | 101.4K | +3.8% | $15M | 1.2% |
JNJJohnson & Johnson | 56.5K | −2.7% | $14.3M | 1.2% |
ISHARES TRCORE S&P MCP ETF | 183K | +6.5% | $14.1M | 1.1% |
QQQInvesco QQQ Trust, Series 1 | 19.1K | +0.2% | $14.1M | 1.1% |
ISHARES TRISHS 5-10YR INVT | 250.1K | +1.7% | $13.3M | 1.1% |
MAMastercard Inc | 23.9K | +0.6% | $12.3M | 1% |
BLKBlackRock, Inc. | 12.1K | +1.0% | $11.6M | 0.9% |
WMTWalmart Inc. | 101.3K | −3.2% | $11.5M | 0.9% |
ISHARES TRCORE MSCI EAFE | 111.5K | +13.8% | $10.8M | 0.9% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 22K | +2.5% | $10.5M | 0.9% |
EXXON MOBIL CORPCOM | 76.6K | +28.8% | $10.5M | 0.8% |
VVisa Inc. | 30.5K | −3.5% | $10.5M | 0.8% |
AVGOBroadcom Inc. | 27.7K | −0.2% | $10.5M | 0.8% |
PWRQuanta Services, Inc. | 14.3K | +4.4% | $10.3M | 0.8% |
VANGUARD INDEX FDSMID CAP ETF | 126.4K | +292.3% | $10.2M | 0.8% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 20.3K | −2.9% | $10.2M | 0.8% |
AMATApplied Materials Inc | 13.7K | −2.2% | $9.9M | 0.8% |
AMGNAmgen Inc | 26.6K | −16.0% | $9.6M | 0.8% |
ANETArista Networks, Inc. | 56.3K | +8.1% | $9.6M | 0.8% |
SPDR SERIES TRUSTST TERM HIGH ETF | 368.6K | New | $9.2M | 0.7% |
MCDMcDonald's Corp | 34K | −0.3% | $9.2M | 0.7% |
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | 128.8K | +9.6% | $9.2M | 0.7% |
CVXChevron Corp | 54.6K | −1.0% | $9.1M | 0.7% |
CSCOCisco Systems, Inc. | 73.1K | −3.3% | $8.6M | 0.7% |
PGPROCTER & GAMBLE Co | 58.2K | −4.9% | $8.5M | 0.7% |
MRVLMarvell Technology, Inc. | 24.6K | +9.8% | $7.3M | 0.6% |
ABBVAbbVie Inc. | 27.1K | +6.1% | $6.8M | 0.6% |
ISHARES INCMSCI EMRG CHN | 65.4K | +9.7% | $6.7M | 0.5% |
IBMInternational Business Machines Corp | 22.7K | +11.5% | $6.4M | 0.5% |
SELECT SECTOR SPDR TRST STR TECHN ETF | 33.2K | New | $6.3M | 0.5% |
AXPAmerican Express Co | 18.6K | −0.1% | $6.3M | 0.5% |
GOOGAlphabet Inc. | 17.1K | −5.1% | $6M | 0.5% |
METAMeta Platforms, Inc. | 10.5K | +6.1% | $5.9M | 0.5% |
UNPUnion Pacific Corp | 21.6K | −7.3% | $5.9M | 0.5% |
BXBlackstone Inc. | 48.8K | −2.3% | $5.7M | 0.5% |
BERKSHIRE HATHAWAY INC DELCL A | 7 | −12.5% | $5.2M | 0.4% |
PANWPalo Alto Networks Inc | 15.3K | +1.4% | $5.2M | 0.4% |
PROSHARES TRS&P 500 DV ARIST | 89.1K | +99.4% | $5M | 0.4% |
BACBank of America Corp | 87.2K | +2.3% | $5M | 0.4% |
ORCLOracle Corp | 33.1K | +12.1% | $4.9M | 0.4% |
MRKMerck & Co., Inc. | 35.5K | −4.0% | $4.6M | 0.4% |
CMICummins Inc | 6.3K | −2.2% | $4.5M | 0.4% |
KOCoca Cola Co | 53.4K | −2.2% | $4.3M | 0.4% |
NFLXNetflix Inc | 60.5K | −1.1% | $4.3M | 0.3% |
PMPhilip Morris International Inc. | 23.2K | −7.0% | $4.2M | 0.3% |
AMDAdvanced Micro Devices Inc | 7.1K | −20.7% | $4.1M | 0.3% |
DUKDuke Energy CORP | 32.3K | −3.2% | $4.1M | 0.3% |
RTXRTX Corp | 21.4K | +1.3% | $4.1M | 0.3% |
EMREmerson Electric Co | 28.3K | −0.1% | $4.1M | 0.3% |
GLWCorning Inc | 15.6K | −1.7% | $4M | 0.3% |
VANGUARD BD INDEX FDSSHORT TRM BOND | 51K | +16.2% | $4M | 0.3% |
TMUST-Mobile US, Inc. | 23.7K | +4.1% | $4M | 0.3% |
MSMorgan Stanley | 18.9K | +1.5% | $4M | 0.3% |
ABTAbbott Laboratories | 42.3K | −11.3% | $3.8M | 0.3% |
PEPPepsiCo Inc | 28.3K | −4.4% | $3.8M | 0.3% |
DIASPDR DOW Jones Industrial Average ETF Trust | 7.2K | −0.2% | $3.8M | 0.3% |
URIUnited Rentals, Inc. | 3.3K | +4.9% | $3.8M | 0.3% |
TJXTJX Companies Inc | 22.7K | +36.0% | $3.4M | 0.3% |
SYKStryker Corp | 10.6K | −4.4% | $3.3M | 0.3% |
TTTrane Technologies plc | 6.7K | +7.6% | $3.3M | 0.3% |
VANGUARD INDEX FDSGROWTH ETF | 38.2K | +467.4% | $3.3M | 0.3% |
LMTLockheed Martin Corp | 6.4K | +8.3% | $3.3M | 0.3% |
TXNTexas Instruments Inc | 10.8K | +11.1% | $3.2M | 0.3% |
WRBBerkley W R Corp | 45.2K | −4.4% | $3.2M | 0.3% |
PSXPhillips 66 | 18.9K | +1.5% | $3.2M | 0.3% |
VLOValero Energy Corp | 11.9K | −1.7% | $3.1M | 0.2% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 13K | +0.2% | $3.1M | 0.2% |
WMWaste Management Inc | 13.8K | +2.7% | $3.1M | 0.2% |
SOSouthern Co | 31.3K | +1.1% | $3M | 0.2% |
SCHWAB STRATEGIC TRUS DIVIDEND EQ | 92.7K | +4.7% | $2.9M | 0.2% |
PHParker-Hannifin Corp | 3K | −17.5% | $2.9M | 0.2% |
ISHARES TRRUS 1000 GRW ETF | 22.6K | +338.1% | $2.8M | 0.2% |
DGXQuest Diagnostics Inc | 13.2K | +2.1% | $2.8M | 0.2% |
ADIAnalog Devices Inc | 7K | +7.4% | $2.8M | 0.2% |
GPCGenuine Parts Co | 23.2K | −9.7% | $2.7M | 0.2% |
SHELShell plc | 35.2K | +5.5% | $2.7M | 0.2% |
AMPAmeriprise Financial Inc | 5.9K | −0.8% | $2.7M | 0.2% |
CSXCSX Corp | 56.3K | +7.1% | $2.7M | 0.2% |
EDConsolidated Edison Inc | 24K | +7.4% | $2.7M | 0.2% |
QCOMQualcomm Inc | 14.3K | −4.6% | $2.6M | 0.2% |
KLACKLA Corp | 8.3K | +905.6% | $2.5M | 0.2% |
ADPAutomatic Data Processing Inc | 11.1K | +41.6% | $2.5M | 0.2% |
HONAHoneywell Aerospace Inc. | 11.1K | New | $2.5M | 0.2% |
TOLToll Brothers, Inc. | 14.9K | +6.5% | $2.5M | 0.2% |
KIMKimco Realty Corp | 94K | +7.2% | $2.4M | 0.2% |
MMM3M Co | 14.5K | −4.0% | $2.3M | 0.2% |
ALLAllstate Corp | 9.8K | −23.3% | $2.3M | 0.2% |
GEGeneral Electric Co | 6.1K | +7.6% | $2.3M | 0.2% |
VZVerizon Communications Inc | 53.1K | −5.3% | $2.2M | 0.2% |
ISHARES TRNATIONAL MUN ETF | 19.8K | −21.9% | $2.1M | 0.2% |
WECWEC Energy Group, Inc. | 17.9K | −0.3% | $2.1M | 0.2% |
LPLALPL Financial Holdings Inc. | 7.4K | −5.2% | $2.1M | 0.2% |
NICNicolet Bankshares Inc | 12.6K | ±0% | $2.1M | 0.2% |
APDAir Products & Chemicals, Inc. | 7K | +0.0% | $2.1M | 0.2% |
ISHARES TRS&P MC 400VL ETF | 13.9K | ±0% | $2.1M | 0.2% |
DEDeere & Co | 3.1K | −3.7% | $2M | 0.2% |
INTCIntel Corp | 14.1K | −1.4% | $2M | 0.2% |
DDDuPont de Nemours, Inc. | 14.5K | New | $2M | 0.2% |
LRCXLAM Research Corp | 4.5K | −6.3% | $2M | 0.2% |
VANGUARD BD INDEX FDSTOTAL BND MRKT | 25.9K | −24.1% | $1.9M | 0.2% |
NSCNorfolk Southern Corp | 6K | −3.2% | $1.9M | 0.2% |
ISHARES TRSELECT DIVID ETF | 11.7K | −1.8% | $1.8M | 0.1% |
SPDR SERIES TRUSTST BLOO HIGH ETF | 19K | New | $1.8M | 0.1% |
VANGUARD INDEX FDSVALUE ETF | 8.4K | +0.2% | $1.8M | 0.1% |
KRKroger Co | 32.3K | +5.2% | $1.8M | 0.1% |
PAYXPaychex Inc | 18K | −12.6% | $1.8M | 0.1% |
BMYBristol Myers Squibb Co | 30.2K | −8.9% | $1.7M | 0.1% |
AONAon plc | 5.2K | ±0% | $1.7M | 0.1% |
ALPS ETF TROSHARES US QUALT | 28.8K | −1.2% | $1.7M | 0.1% |
CRMSalesforce, Inc. | 10.7K | −22.2% | $1.7M | 0.1% |
SCHWSchwab Charles Corp | 17.9K | −11.8% | $1.7M | 0.1% |
GEVGE Vernova Inc. | 1.4K | +29.5% | $1.6M | 0.1% |
MOAltria Group, Inc. | 22.4K | −10.4% | $1.6M | 0.1% |
AZNAstraZeneca PLC | 8.5K | +27.7% | $1.6M | 0.1% |
ITWIllinois Tool Works Inc | 5.9K | −0.1% | $1.6M | 0.1% |
GDGeneral Dynamics Corp | 4.5K | +20.9% | $1.6M | 0.1% |
UNHUnitedHealth Group Inc | 3.8K | −1.8% | $1.6M | 0.1% |
ECLEcolab Inc. | 5.6K | −0.6% | $1.6M | 0.1% |
WFCWells Fargo & Company | 18.7K | ±0% | $1.5M | 0.1% |
SPDR SERIES TRUSTST STR P500GRW | 12.6K | New | $1.5M | 0.1% |
FNWDFinward Bancorp | 40.4K | ±0% | $1.5M | 0.1% |
CHDChurch & Dwight Co Inc | 15.3K | ±0% | $1.5M | 0.1% |
AZOAutoZone Inc | 453 | ±0% | $1.4M | 0.1% |
PRUPrudential Financial Inc | 13K | −3.4% | $1.4M | 0.1% |
CLColgate Palmolive Co | 15.2K | ±0% | $1.4M | 0.1% |
MCKMcKesson Corp | 1.8K | −4.6% | $1.4M | 0.1% |
ISHARES TRRUSSELL 2000 ETF | 4.6K | +2.2% | $1.4M | 0.1% |
HLTHilton Worldwide Holdings Inc. | 4.2K | +23.8% | $1.4M | 0.1% |
CEGConstellation Energy Corp | 5.5K | −9.1% | $1.4M | 0.1% |
QSRRestaurant Brands International Inc. | 18.6K | +20.0% | $1.3M | 0.1% |
BUDAnheuser-Busch InBev SA | 16.2K | +26.5% | $1.3M | 0.1% |
GSGoldman Sachs Group Inc | 1.3K | −1.6% | $1.3M | 0.1% |
LINLinde PLC | 2.5K | −4.5% | $1.3M | 0.1% |
SRESempra | 14K | +610.6% | $1.3M | 0.1% |
UPSUnited Parcel Service Inc | 12K | −0.2% | $1.3M | 0.1% |
VANGUARD BD INDEX FDSINTERMED TERM | 16.4K | −15.2% | $1.3M | 0.1% |
STXSeagate Technology Holdings plc | 1.3K | −15.4% | $1.2M | 0.1% |
LHXL3HARRIS Technologies, Inc. | 4.1K | +14.3% | $1.2M | 0.1% |
NOCNorthrop Grumman Corp | 2.3K | −3.9% | $1.2M | 0.1% |
BBarrick Mining Corp | 31.5K | +18.8% | $1.2M | 0.1% |
ISHARES TRCORE HIGH DV ETF | 42.1K | +400.0% | $1.2M | 0.1% |
COPConocoPhillips | 11.1K | +1.3% | $1.2M | 0.1% |
NXPINXP Semiconductors N.V. | 4.1K | −2.2% | $1.1M | 0.1% |
NUENucor Corp | 5K | ±0% | $1.1M | 0.1% |
GLDMWorld Gold Trust | 13.9K | +13.8% | $1.1M | 0.1% |
PFEPfizer Inc | 44.1K | −1.9% | $1.1M | 0.1% |
VANGUARD INDEX FDSSMALL CP ETF | 3.5K | +1.3% | $1.1M | 0.1% |
SHWSherwin Williams Co | 3K | +2.1% | $1M | 0.1% |
TAT&T Inc. | 49.1K | +27.1% | $1M | 0.1% |
SPGIS&P Global Inc. | 2.5K | +69.7% | $1M | 0.1% |
CARRCARRIER GLOBAL Corp | 13.2K | −2.3% | $966.9K | 0.1% |
VANGUARD INDEX FDSEXTEND MKT ETF | 3.8K | +2.0% | $946.2K | 0.1% |
MSIMotorola Solutions, Inc. | 2.3K | −0.3% | $944.8K | 0.1% |
DOVDOVER Corp | 4.2K | +2,369.2% | $935.9K | 0.1% |
ORLYO Reilly Automotive Inc | 10.1K | −37.8% | $931.4K | 0.1% |
VANGUARD INDEX FDSSM CP VAL ETF | 3.8K | +5.2% | $919.2K | 0.1% |
DXCMDexCom Inc | 13.5K | +211.8% | $908.6K | 0.1% |
DHRDanaher Corp | 4.8K | +6.0% | $907.3K | 0.1% |
ISHARES TRMSCI EAFE ETF | 8.7K | +2.3% | $902.6K | 0.1% |
DISWalt Disney Co | 9.2K | −21.9% | $883.1K | 0.1% |
APHAmphenol Corp | 4.9K | +3.2% | $856.2K | 0.1% |
ISHARES TRRUS MID CAP ETF | 7.5K | ±0% | $830.8K | 0.1% |
ISRGIntuitive Surgical Inc | 2.1K | −8.6% | $815.2K | 0.1% |
ASMLASML Holding NV | 407 | +0.5% | $809.7K | 0.1% |
ISHARES TRPFD AND INCM SEC | 26.3K | −2.3% | $800.7K | 0.1% |
DDominion Energy, Inc | 11.7K | −22.0% | $799.4K | 0.1% |
MUMicron Technology Inc | 680 | +94.3% | $784.9K | 0.1% |
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | 13K | +14.7% | $777.4K | 0.1% |
VANGUARD STAR FDSVG TL INTL STK F | 9K | +4.4% | $773.5K | 0.1% |
TMOThermo Fisher Scientific Inc. | 1.5K | −10.0% | $767.6K | 0.1% |
PKGPackaging Corp of America | 3.2K | −3.2% | $767K | 0.1% |
SNOWSnowflake Inc. | 3K | +81.1% | $763.5K | 0.1% |
SPDR SERIES TRUSTST STR P500VAL | 12.5K | New | $762.6K | 0.1% |
LOWLowe's Companies Inc | 3.4K | +0.5% | $752.3K | 0.1% |
NVGNuveen AMT-Free Municipal Credit Income Fund | 58K | −4.9% | $742.8K | 0.1% |
CBOECboe Global Markets, Inc. | 3K | ±0% | $728K | 0.1% |
VANGUARD WORLD FDINF TECH ETF | 6.1K | +708.0% | $724.3K | 0.1% |
ISHARES TRUS AER DEF ETF | 3K | +7.2% | $721.7K | 0.1% |
SYYSysco Corp | 8.5K | −36.9% | $711.7K | 0.1% |
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | 9K | −1.3% | $710.8K | 0.1% |
VANGUARD INDEX FDSREAL ESTATE ETF | 7.4K | −7.4% | $710.3K | 0.1% |
EAElectronic Arts Inc. | 3.4K | −13.8% | $703.9K | 0.1% |
EXCExelon Corp | 14.8K | −1.7% | $690K | 0.1% |
VANGUARD WHITEHALL FDSHIGH DIV YLD | 4.3K | −7.5% | $686.2K | 0.1% |
VANGUARD MUN BD FDSTAX EXEMPT BD | 13.5K | +8.0% | $681.9K | 0.1% |
SELECT SECTOR SPDR TRST STR FINL ETF | 12.6K | New | $674.3K | 0.1% |
ISHARES TRRUS 2000 VAL ETF | 3K | ±0% | $660.7K | 0.1% |
MARMarriott International Inc | 1.8K | −9.7% | $656.7K | 0.1% |
PNCPNC Financial Services Group, Inc. | 2.7K | −12.6% | $653K | 0.1% |
SELECT SECTOR SPDR TRST STR CARE ETF | 4.1K | New | $651.9K | 0.1% |
JJacobs Solutions Inc. | 5.2K | −14.3% | $649.7K | 0.1% |
KMBKimberly Clark Corp | 5.8K | −14.8% | $640.7K | 0.1% |
FTNTFortinet, Inc. | 4.2K | ±0% | $639.1K | 0.1% |
NTAPNetApp, Inc. | 4.1K | New | $631.4K | 0.1% |
ETNEaton Corp plc | 1.5K | +9.1% | $625.1K | 0.1% |
YUMYUM Brands Inc | 3.7K | −19.4% | $599.2K | 0.1% |
GWWW.W. Grainger, Inc. | 438 | +107.6% | $595.9K | 0.1% |
MRSHMarsh & McLennan Companies, Inc. | 3.5K | ±0% | $588.5K | 0.1% |
VANGUARD INDEX FDSSML CP GRW ETF | 1.6K | ±0% | $585.9K | 0.1% |
OKEONEOK Inc | 6.6K | +62.2% | $573.4K | 0.1% |
GLDSPDR Gold Trust | 1.6K | −33.2% | $571.4K | 0.1% |
QQnity Electronics, Inc. | 3.5K | −18.8% | $566.7K | 0.1% |
SELECT SECTOR SPDR TRST STR SVC ETF | 5.3K | New | $566K | 0.1% |
MDLZMondelez International, Inc. | 9.7K | −0.4% | $559.8K | 0.1% |
FASTFastenal Co | 11.6K | −6.5% | $555.4K | 0.1% |
MCHPMicrochip Technology Inc | 6K | −21.4% | $547.4K | 0.1% |
PEGPublic Service Enterprise Group Inc | 6.7K | +0.2% | $542K | 0.1% |
FIRST TR EXCHANGE-TRADED FDNASDAQ CYB ETF | 6K | −3.7% | $538.2K | 0.1% |
AEPAmerican Electric Power Co Inc | 3.9K | −2.0% | $531.4K | 0.1% |
INVESCO EXCH TRADED FD TR IITAXABLE MUN BD | 19.4K | +3.6% | $520.8K | 0.1% |
ISHARES TRTIPS BD ETF | 4.7K | +0.1% | $516.9K | 0.1% |
AMTAmerican Tower Corp | 3.1K | −5.3% | $513.1K | 0.1% |
SPDR SERIES TRUSTST STR SP600 SML | 8.9K | New | $511.1K | 0.1% |
MPCMarathon Petroleum Corp | 2K | −1.3% | $508.8K | 0.1% |
DKSDick's Sporting Goods, Inc. | 2.2K | −34.9% | $504K | 0.1% |
ACNAccenture plc | 4K | −23.7% | $501.2K | 0.1% |
EPDEnterprise Products Partners L.P. | 13.3K | +76.0% | $488.5K | 0.1% |
ISHARES TRS&P 500 GRWT ETF | 3.6K | +10.8% | $488.2K | 0.1% |
VANGUARD MALVERN FDSSTRM INFPROIDX | 9.6K | −9.2% | $484.5K | 0.1% |
MDTMedtronic plc | 6.2K | −10.0% | $481.3K | 0.1% |
SELECT SECTOR SPDR TRST STR ENERG ETF | 9K | New | $476.6K | 0.1% |
ISHARES TRRUS MD CP GR ETF | 3.2K | ±0% | $475.5K | 0.1% |
CICigna Group | 1.7K | ±0% | $470.9K | 0.1% |
BDXBecton Dickinson & Co | 3.1K | −10.1% | $467.8K | 0.1% |
AFLAflac Inc | 4K | ±0% | $464.9K | 0.1% |
ROKRockwell Automation, Inc | 917 | ±0% | $454K | 0.1% |
VANGUARD INDEX FDSMCAP GR IDXVIP | 1.5K | +9.3% | $451.2K | 0.1% |
HCAHCA Healthcare, Inc. | 1.1K | −4.2% | $448K | 0.1% |
ICEIntercontinental Exchange, Inc. | 3.6K | −0.5% | $447.3K | 0.1% |
SELECT SECTOR SPDR TRST STR MATER ETF | 8.7K | New | $442.7K | 0.1% |
TRGPTarga Resources Corp. | 1.6K | −1.4% | $438.4K | 0.1% |
COFCapital One Financial Corp | 2.1K | −61.9% | $417.7K | 0.1% |
VANGUARD WORLD FDHEALTH CAR ETF | 1.4K | +7.8% | $415.6K | 0.1% |
INVESCO EXCH TRADED FD TR IISHORT TERM ETF | 3.9K | New | $414.8K | 0.1% |
ISHARES TRIBOXX INV CP ETF | 3.7K | +3.5% | $406.4K | 0.1% |
VANGUARD SCOTTSDALE FDSINTER TERM TREAS | 6.7K | +4.5% | $395K | 0.1% |
VANGUARD INTL EQUITY INDEX FALLWRLD EX US | 4.7K | −3.3% | $392.5K | 0.1% |
TFCTruist Financial Corp | 7.8K | +7.7% | $390.8K | 0.1% |
RQICohen & Steers Quality Income Realty Fund Inc | 31.3K | −1.6% | $385.3K | 0.1% |
DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | 6.8K | −4.5% | $372.4K | 0.1% |
DASHDoorDash, Inc. | 2K | +27.5% | $371.8K | 0.1% |
VANECK ETF TRUSTHIGH YLD MUNIETF | 7.1K | −20.0% | $365.3K | 0.1% |
DLRDigital Realty Trust, Inc. | 2K | −5.5% | $364.9K | 0.1% |
DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | 4.5K | New | $364.9K | 0.1% |
TSLATesla, Inc. | 864 | −34.2% | $363.4K | 0.1% |
VANGUARD INDEX FDSMCAP VL IDXVIP | 1.8K | +23.3% | $358.6K | 0.1% |
ENBEnbridge Inc | 6.6K | +1.5% | $356.5K | 0.1% |
TRVTravelers Companies, Inc. | 1.1K | −7.1% | $356.2K | 0.1% |
NYTNew York Times Co | 5.1K | +71.6% | $355.6K | 0.1% |
SCHWAB STRATEGIC TRUS MID-CAP ETF | 9.6K | ±0% | $355.6K | 0.1% |
ISHARES TRU.S. MED DVC ETF | 6.9K | −12.8% | $342.1K | 0.1% |
INVESCO EXCHANGE TRADED FD TDIVID ACHIEVEV | 6.1K | ±0% | $340.9K | 0.1% |
NVSNovartis AG | 2.2K | −6.2% | $339.6K | 0.1% |
EMNEastman Chemical Co | 5K | +0.1% | $335.2K | 0.1% |
FLEXSHARES TRQUALT DIVD IDX | 3.7K | +61.1% | $330.2K | 0.1% |
UBERUber Technologies, Inc | 4.5K | +20.4% | $323K | 0.1% |
JCIJohnson Controls International plc | 2.2K | ±0% | $319.8K | 0.1% |
ADBEAdobe Inc. | 1.6K | −35.6% | $319.4K | 0.1% |
CTVACorteva, Inc. | 3.7K | −0.1% | $316.6K | 0.1% |
EXPDExpeditors International of Washington Inc | 1.9K | ±0% | $316.2K | 0.1% |
GMGeneral Motors Co | 4.1K | ±0% | $316K | 0.1% |
EOGEOG Resources Inc | 2.4K | −5.7% | $313.4K | 0.1% |
SELECT SECTOR SPDR TRST STR INDL ETF | 1.7K | New | $312.9K | 0.1% |
MKCMcCormick & Co Inc | 6.1K | −1.6% | $308.5K | 0.1% |
BPBP PLC | 8.3K | +0.2% | $305.6K | 0.1% |
ISHARES TRIBOXX HI YD ETF | 3.8K | ±0% | $301K | 0.1% |
RYRoyal Bank of Canada | 1.4K | −0.9% | $298.9K | 0.1% |
SNPSSynopsys Inc | 669 | ±0% | $298.4K | 0.1% |
CTASCintas Corp | 1.7K | ±0% | $296.4K | 0.1% |
SBUXStarbucks Corp | 2.8K | ±0% | $290.3K | 0.1% |
CCitigroup Inc | 2K | −24.1% | $281.9K | 0.1% |
HSYHershey Co | 1.6K | ±0% | $280.4K | 0.1% |
ONBOld National Bancorp | 10.7K | ±0% | $276.8K | 0.1% |
SPDR SERIES TRUSTST STR SP DIV | 1.8K | New | $274.5K | 0.1% |
HOODRobinhood Markets, Inc. | 2.7K | New | $274.4K | 0.1% |
OXYOccidental Petroleum Corp | 5.6K | −1.7% | $272.9K | 0.1% |
MCOMoody's Corp | 600 | ±0% | $271.8K | 0.1% |
ULUnilever PLC | 4.5K | −19.0% | $270.4K | 0.1% |
SPDR SERIES TRUSTST STR CORPO ETF | 9.3K | New | $270.2K | 0.1% |
EQTEQT Corp | 5K | ±0% | $265.9K | 0.1% |
BMOBank of Montreal | 1.5K | ±0% | $265.1K | 0.1% |
DNPDNP Select Income Fund Inc | 24.4K | ±0% | $263.3K | 0.1% |
GEHCGE HealthCare Technologies Inc. | 4.1K | −33.9% | $261.9K | 0.1% |
ISHARES TRISHARES BIOTECH | 1.4K | ±0% | $260.2K | 0.1% |
SELECT SECTOR SPDR TRST STR REAL ETF | 5.9K | New | $260K | 0.1% |
NRGNRG Energy, Inc. | 1.7K | ±0% | $251.2K | 0.1% |
FITBFifth Third Bancorp | 4.5K | −16.9% | $251K | 0.1% |
SELECT SECTOR SPDR TRST STR UTIL ETF | 5.5K | New | $249.4K | 0.1% |
HUMHumana Inc | 621 | ±0% | $246.7K | 0.1% |
DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | 3K | −5.1% | $245.8K | 0.1% |
DIMENSIONAL ETF TRUSTUS TARGETED VLU | 3.5K | −3.7% | $242.6K | 0.1% |
CRWDCrowdStrike Holdings, Inc. | 315 | +10.5% | $240.4K | 0.1% |
AJGArthur J. Gallagher & Co. | 1K | −31.4% | $239.7K | 0.1% |
COKECoca-Cola Consolidated, Inc. | 1.3K | ±0% | $238.7K | 0.1% |
INVESCO EXCH TRADED FD TR IIS&P500 HDL VOL | 4.6K | ±0% | $231.5K | 0.1% |
ISHARES TRS&P 500 VAL ETF | 1K | +45.4% | $231.1K | 0.1% |
ROPRoper Technologies Inc | 675 | −64.1% | $228.4K | 0.1% |
MQYBlackRock Muniyield Quality Fund, Inc. | 19.5K | ±0% | $226.4K | 0.1% |
STMSTMicroelectronics N.V. | 3K | ±0% | $224.7K | 0.1% |
VANGUARD WORLD FDUTILITIES ETF | 1.1K | +28.4% | $224.1K | 0.1% |
DIMENSIONAL ETF TRUSTINTERNATNAL VAL | 4.1K | −19.4% | $223.3K | 0.1% |
WISDOMTREE TRUS SMALLCAP DIVD | 5.5K | ±0% | $222.9K | 0.1% |
INTUIntuit Inc. | 853 | −3.1% | $222.6K | 0.1% |
ETREntergy Corp | 1.9K | ±0% | $218.9K | 0.1% |
GRMNGarmin Ltd | 908 | −11.2% | $215.7K | 0.1% |
METMetLife Inc | 2.5K | −1.8% | $212.9K | 0.1% |
FISFidelity National Information Services, Inc. | 5.4K | −61.7% | $210.8K | 0.1% |
SELECT SECTOR SPDR TRST STR DISCR ETF | 1.8K | New | $209.2K | 0.1% |
DELLDell Technologies Inc. | 480 | +41.2% | $207.1K | 0.1% |
AVYAvery Dennison Corp | 1.3K | ±0% | $205K | 0.1% |
SPDR SERIES TRUSTST INTER BD ETF | 6.1K | New | $204.4K | 0.1% |
HBANHuntington Bancshares Inc | 11.2K | ±0% | $199.3K | 0.1% |
ISHARES TRMSCI USA QLT FCT | 908 | +12.8% | $199.2K | 0.1% |
FISVFiserv Inc | 3.9K | −12.1% | $191.5K | 0.1% |
ROADConstruction Partners, Inc. | 1.6K | ±0% | $188.5K | 0.1% |
VTRVentas, Inc. | 2.1K | ±0% | $188.3K | 0.1% |
BABoeing Co | 858 | −8.0% | $185.7K | 0.1% |
TGTTarget Corp | 1.4K | +0.6% | $185.7K | 0.1% |
AXONAxon Enterprise, Inc. | 331 | −48.7% | $185.6K | 0.1% |
ISHARES TRU.S. TECH ETF | 733 | ±0% | $184.9K | 0.1% |
OTISOtis Worldwide Corp | 2.6K | −7.4% | $183.9K | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P MDCP400 PR | 2.9K | ±0% | $183.9K | 0.1% |
ISHARES TRUS HLTHCARE ETF | 2.7K | ±0% | $182.3K | 0.1% |
AVBAvalonBay Communities, Inc. | 965 | −36.5% | $182.1K | 0.1% |
ISHARES TRRUS 1000 VAL ETF | 735 | +105.3% | $178.2K | 0.1% |
SAMBoston Beer Co Inc | 1K | ±0% | $177K | 0.1% |
LENLennar Corp | 1.9K | ±0% | $173.5K | 0.1% |
SHOPShopify Inc. | 1.5K | ±0% | $171.3K | 0.1% |
ISHARES TRESG MSCI KLD ETF | 1.2K | New | $170.9K | 0.1% |
FDXFedEx Corp | 543 | +35.8% | $170K | 0.1% |
FLEXSHARES TRIBOXX 3R TARGT | 6.8K | −8.4% | $162.8K | 0.1% |
ISHARES TR20 YR TR BD ETF | 1.9K | −71.9% | $162.1K | 0.1% |
RJFRaymond James Financial Inc | 1.1K | −15.1% | $161K | 0.1% |
IAUiShares Gold Trust | 2.1K | ±0% | $160.8K | 0.1% |
ISHARES TRMBS ETF | 1.7K | ±0% | $160.5K | 0.1% |
BSXBoston Scientific Corp | 3.8K | −62.3% | $160.1K | 0.1% |
USBUS Bancorp de | 2.6K | +47.6% | $157.2K | 0.1% |
GILDGilead Sciences, Inc. | 1.2K | +12.0% | $154.6K | 0.1% |
ISHARES INCCORE MSCI EMKT | 1.9K | ±0% | $153.3K | 0.1% |
BNYBank of New York Mellon Corp | 1.1K | −6.6% | $153.3K | 0.1% |
HOMBHome Bancshares Inc | 5.1K | ±0% | $146.5K | 0.1% |
HALHalliburton Co | 4.3K | +48.6% | $145.4K | 0.1% |
SLViShares Silver Trust | 2.7K | −15.6% | $144.9K | 0.1% |
TRUTransUnion | 2K | ±0% | $144.3K | 0.1% |
RCLRoyal Caribbean Cruises Ltd | 454 | −32.1% | $144.2K | 0.1% |
SELECT SECTOR SPDR TRST STR STAPL ETF | 1.7K | New | $144.1K | 0.1% |
VANGUARD INDEX FDSLARGE CAP ETF | 406 | ±0% | $139.6K | 0.1% |
CDWCDW Corp | 990 | ±0% | $139.2K | 0.1% |
SCHWAB STRATEGIC TRUS SML CAP ETF | 3.8K | +4.1% | $138.3K | 0.1% |
ISHARES TRCORE MSCI INTL | 1.5K | ±0% | $137.7K | 0.1% |
BALLBALL Corp | 2.2K | ±0% | $137.7K | 0.1% |
SPGSimon Property Group Inc. | 615 | +4,000.0% | $137.5K | 0.1% |
NKENIKE, Inc. | 3.3K | −35.2% | $136.9K | 0.1% |
ADSKAutodesk, Inc. | 704 | ±0% | $136.9K | 0.1% |
BRBroadridge Financial Solutions, Inc. | 993 | +967.7% | $136K | 0.1% |
ISHARES TRMSCI EMG MKT ETF | 1.9K | ±0% | $130.7K | 0.1% |
IPInternational Paper Co | 3.4K | −38.4% | $130.2K | 0.1% |
ODFLOld Dominion Freight Line, Inc. | 600 | ±0% | $130K | 0.1% |
MNSTMonster Beverage Corp | 1.4K | ±0% | $129.8K | 0.1% |
VANGUARD BD INDEX FDSLONG TERM BOND | 1.9K | ±0% | $128.9K | 0.1% |
WYWeyerhaeuser Co | 5.3K | −22.2% | $127.3K | 0.1% |
VANGUARD WORLD FDCONSUM DIS ETF | 320 | ±0% | $126.9K | 0.1% |
ISHARES TRCALIF MUN BD ETF | 2.2K | ±0% | $123.9K | 0.1% |
ISHARES TRESG OPTIMIZED | 800 | ±0% | $123.4K | 0.1% |
CFCF Industries Holdings, Inc. | 1.1K | +69.7% | $122.3K | 0.1% |
CSLCarlisle Companies Inc | 337 | ±0% | $122.2K | 0.1% |
SPDR INDEX SHS FDSST STR NAT ETF | 1.8K | New | $121.2K | 0.1% |
LNTAlliant Energy Corp | 1.6K | ±0% | $118.6K | 0.1% |
COHRCoherent Corp. | 300 | New | $118.3K | 0.1% |
PLDPrologis, Inc. | 873 | −16.5% | $118.3K | 0.1% |
DTEDTE Energy Co | 776 | −54.0% | $118.2K | 0.1% |
TROWPrice T Rowe Group Inc | 1K | −48.3% | $116.3K | 0.1% |
CTRECareTrust REIT, Inc. | 2.8K | New | $111.5K | 0.1% |
PLTRPalantir Technologies Inc. | 950 | +137.5% | $110.8K | 0.1% |
CMCSAComcast Corp | 4.5K | −14.9% | $110.5K | 0.1% |
TTETotalEnergies SE | 1.4K | −25.8% | $109.7K | 0.1% |
KMIKinder Morgan, Inc. | 3.4K | +48.9% | $109.3K | 0.1% |
MPLXMPLX LP | 1.9K | +204.7% | $109K | 0.1% |
ELVElevance Health, Inc. | 280 | ±0% | $108.3K | 0.1% |
VANECK ETF TRUSTGOLD MINERS ETF | 1.4K | +9.6% | $107.5K | 0.1% |
VANGUARD WORLD FDESG US STK ETF | 805 | ±0% | $106.5K | 0.1% |
ISHARES TRMSCI USA MIN ETF | 1.1K | New | $105.6K | 0.1% |
SNYSanofi | 2.5K | −6.6% | $105.5K | 0.1% |
PHYSSprott Physical Gold Trust | 3.5K | −50.0% | $105.1K | 0.1% |
VANGUARD SCOTTSDALE FDSSHORT TERM TREAS | 1.8K | −34.2% | $104.6K | 0.1% |
ORealty Income Corp | 1.7K | ±0% | $104.6K | 0.1% |
ISHARES TR1 3 YR TREAS BD | 1.2K | ±0% | $102.6K | 0.1% |
BENFranklin Templeton Inc | 3K | ±0% | $100.1K | 0.1% |
APAAPA Corp | 3K | New | $99.2K | 0.1% |
FIXComfort Systems USA Inc | 50 | +400.0% | $99.1K | 0.1% |
FIDELITY COVINGTON TRUSTMSCI INFO TECH I | 346 | ±0% | $98.8K | 0.1% |
SONSonoco Products Co | 1.7K | −20.9% | $98.5K | 0.1% |
MHDBlackRock Muniholdings Fund, Inc. | 8.2K | ±0% | $98.1K | 0.1% |
ISHARES TRUS TREAS BD ETF | 4.2K | ±0% | $96.3K | 0.1% |
INVESCO EXCHANGE TRADED FD THIG YLD EQ DIV | 4.1K | ±0% | $95.7K | 0.1% |
HCIHCI Group, Inc. | 544 | ±0% | $95.3K | 0.1% |
SPDR SERIES TRUSTST STR SP BIOT | 600 | New | $95K | 0.1% |
SPDR SERIES TRUSTST STR RATE ETF | 3.1K | New | $94.4K | 0.1% |
WORWorthington Enterprises, Inc. | 1.8K | ±0% | $94.3K | 0.1% |
HPQHP Inc | 4.3K | −36.2% | $93.9K | 0.1% |
ISHARES TRCORE 30 70 ETF | 2.3K | New | $93.3K | 0.1% |
KRYSKrystal Biotech, Inc. | 250 | ±0% | $92.9K | 0.1% |
CRSCarpenter Technology Corp | 150 | New | $92.5K | 0.1% |
SPDR SERIES TRUSTST NUVE HIGH ETF | 3.6K | New | $92.2K | 0.1% |
BROWN FORMAN CORPCL B | 3.5K | −36.7% | $92.1K | 0.1% |
IVZInvesco Ltd. | 3.5K | ±0% | $91.6K | 0.1% |
ITTITT Inc. | 460 | ±0% | $91K | 0.1% |
ASTSAST SpaceMobile, Inc. | 1K | ±0% | $88.9K | 0.1% |
CIENCiena Corp | 180 | New | $88.3K | 0.1% |
HIGHartford Insurance Group, Inc. | 661 | −42.1% | $87.6K | 0.1% |
FLEXSHARES TRSTOXX GLOBR INF | 1.3K | +19.8% | $86.5K | 0.1% |
VANGUARD WORLD FDINDUSTRIAL ETF | 237 | +74.3% | $85.4K | 0.1% |
PPLPPL Corp | 2.3K | −3.0% | $84.5K | 0.1% |
WMBWilliams Companies, Inc. | 1.1K | ±0% | $83.7K | 0.1% |
IBITiShares Bitcoin Trust ETF | 2.5K | ±0% | $83.5K | 0.1% |
CMSCMS Energy Corp | 1.1K | ±0% | $83.2K | 0.1% |
BIIBBiogen Inc. | 383 | ±0% | $82.8K | 0.1% |
MTZMastec Inc | 198 | +17.9% | $82.4K | 0.1% |
WELLWelltower Inc. | 361 | ±0% | $81.9K | 0.1% |
AMERICAN CENTY ETF TRLARG CA EQUI ETF | 974 | New | $81.9K | 0.1% |
DOWDOW Inc. | 3K | −1.7% | $81.5K | 0.1% |
SCHWAB STRATEGIC TRINTL EQTY ETF | 2.9K | ±0% | $80.9K | 0.1% |
NEMNEWMONT Corp | 865 | −27.6% | $80.8K | 0.1% |
OGEOGE Energy Corp. | 1.7K | +1.3% | $80.5K | 0.1% |
CBChubb Ltd | 233 | +20.1% | $79.4K | 0.1% |
SCHWAB STRATEGIC TRUS LCAP VA ETF | 2.2K | ±0% | $77.8K | 0.1% |
SOLSSolstice Advanced Materials Inc. | 874 | −28.0% | $77.4K | 0.1% |
ECHOEchoStar CORP | 750 | New | $76.1K | 0.1% |
NEANuveen AMT-Free Quality Municipal Income Fund | 6.5K | ±0% | $76K | 0.1% |
ULTAUlta Beauty, Inc. | 166 | ±0% | $74.9K | 0.1% |
FEFirstenergy Corp | 1.5K | +100.0% | $72.5K | 0.1% |
WATWaters Corp | 188 | −29.1% | $70.5K | 0.1% |
FFord Motor Co | 5K | +97.3% | $69.5K | 0.1% |
RSReliance, Inc. | 186 | ±0% | $69.5K | 0.1% |
FLEXSHARES TRSTOX US ESG SLCT | 395 | ±0% | $69.4K | 0.1% |
ISHARES TRRUS 1000 ETF | 168 | ±0% | $68.8K | 0.1% |
ISHARES TRFUTU AI TECH ETF | 900 | New | $68.5K | 0.1% |
CCJCameco Corp | 672 | −50.0% | $68.5K | 0.1% |
AWKAmerican Water Works Company, Inc. | 518 | ±0% | $68.2K | 0.1% |
VRTVertiv Holdings Co | 200 | +100.0% | $67K | 0.1% |
NTRSNorthern Trust Corp | 381 | ±0% | $66.2K | 0.1% |
EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | 6.7K | ±0% | $66.2K | 0.1% |
VANECK ETF TRUSTSEMICONDUCTR ETF | 100 | New | $65.6K | 0.1% |
LNGCheniere Energy, Inc. | 274 | ±0% | $65.5K | 0.1% |
FCXFreeport-McMoran Inc | 1K | ±0% | $64.5K | 0.1% |
ARWArrow Electronics, Inc. | 300 | −40.0% | $64K | 0.1% |
CMGChipotle Mexican Grill Inc | 1.9K | −49.7% | $63.2K | 0.1% |
DBX ETF TRXTRACK MSCI EAFE | 1.2K | ±0% | $63K | 0.1% |
STRLSterling Infrastructure, Inc. | 75 | New | $63K | 0.1% |
TDToronto Dominion Bank | 515 | −5.5% | $62.5K | 0.1% |
SSBSouthState Bank Corp | 621 | ±0% | $62K | 0.1% |
NOWServiceNow, Inc. | 614 | −65.7% | $61K | 0.1% |
SBCFSeacoast Banking Corp of Florida | 1.8K | ±0% | $60.8K | 0.1% |
XYZBlock, Inc. | 800 | ±0% | $60.8K | 0.1% |
MLMMartin Marietta Materials Inc | 105 | ±0% | $60.6K | 0.1% |
CLXClorox Co | 633 | −0.3% | $60.4K | 0.1% |
FBINFortune Brands Innovations, Inc. | 1.1K | ±0% | $60.2K | 0.1% |
SJMJ M SMUCKER Co | 525 | ±0% | $59.1K | 0.1% |
ZBRAZebra Technologies Corp | 224 | ±0% | $59K | 0.1% |
IRTIndependence Realty Trust, Inc. | 3.5K | ±0% | $57.6K | 0.1% |
BROBrown & Brown, Inc. | 895 | −19.6% | $57.4K | 0.1% |
KTOSKratos Defense & Security Solutions, Inc. | 1.2K | +12.7% | $57.3K | 0.1% |
FLEXSHARES TRMORNSTAR UPSTR | 1.2K | +69.2% | $57.2K | 0.1% |
FRMEFirst Merchants Corp | 1.3K | ±0% | $56.8K | 0.1% |
CAHCardinal Health Inc | 237 | −45.6% | $56.3K | 0.1% |
INGRIngredion Inc | 587 | −21.8% | $55.6K | 0.1% |
WISDOMTREE TRFLOATNG RAT TREA | 1.1K | New | $55.4K | 0.1% |
BHPBHP Group Ltd | 655 | −0.8% | $54.6K | 0.1% |
DEODiageo PLC | 676 | −16.3% | $54.3K | 0.1% |
NDAQNasdaq, Inc. | 687 | ±0% | $54.1K | 0.1% |
CVSCVS HEALTH Corp | 517 | −10.9% | $53.5K | 0.1% |
VANGUARD SCOTTSDALE FDSINT-TERM CORP | 644 | +12.6% | $53.2K | 0.1% |
ISHARES TRS&P SML 600 GWT | 296 | +17.0% | $52.9K | 0.1% |
ASHAshland Inc. | 794 | −20.0% | $52.3K | 0.1% |
WELLS FARGO & COPERP PFD CNV A | 45 | ±0% | $52.1K | 0.1% |
ISHARES TRSP SMCP600VL ETF | 376 | +23.3% | $51.4K | 0.1% |
OSKOshkosh Corp | 334 | ±0% | $51.3K | 0.1% |
SPDR SERIES TRUSTST STR DOW REIT | 450 | New | $50.8K | 0.1% |
AMCRAmcor plc | 1.2K | ±0% | $50.7K | 0.1% |
ADMArcher-Daniels-Midland Co | 647 | ±0% | $49.4K | 0.1% |
PSAPublic Storage | 155 | −40.4% | $49.3K | 0.1% |