What Montag a & Associates Inc reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 829407 · Filed Aug 5, 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 | 246.5K | +1.6% | $184.6M | 7.8% |
SPYSPDR S&P 500 ETF Trust | 173.4K | −2.9% | $129.8M | 5.5% |
956 positions
| 290.6K |
| −1.5% |
| $84.1M |
| 3.6% |
MDYSPDR S&P Midcap 400 ETF Trust | 101.7K | −2.4% | $71.7M | 3% |
GOOGAlphabet Inc. | 194.4K | −2.8% | $68.7M | 2.9% |
MSFTMicrosoft Corp | 132.4K | −4.3% | $49.4M | 2.1% |
ISHARES TRRUS 1000 ETF | 103.2K | −3.9% | $42.3M | 1.8% |
AMZNAmazon Com Inc | 176.7K | −5.9% | $42.1M | 1.8% |
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | 192.2K | +13.7% | $40.9M | 1.7% |
LLYELI LILLY & Co | 29.4K | +2.4% | $35.3M | 1.5% |
NVDANVIDIA Corp | 171.2K | −2.1% | $34.3M | 1.4% |
AMATApplied Materials Inc | 44.5K | −6.6% | $32.2M | 1.4% |
J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | 610K | +159.4% | $30.8M | 1.3% |
ISHARES TRCORE S&P MCP ETF | 389.9K | +1.0% | $30.1M | 1.3% |
GOOGLAlphabet Inc. | 82.7K | −2.9% | $29.6M | 1.2% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 40.2K | +8.8% | $27.6M | 1.2% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 113.6K | −0.9% | $26.9M | 1.1% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 55.9K | +1.0% | $26.7M | 1.1% |
KOCoca Cola Co | 321.8K | −14.2% | $26.3M | 1.1% |
WMTWalmart Inc. | 230.8K | −1.2% | $26.1M | 1.1% |
VANGUARD INDEX FDSSMALL CP ETF | 85.7K | −3.0% | $26M | 1.1% |
JPMJPMorgan Chase & Co | 79.1K | −3.9% | $25.9M | 1.1% |
AVGOBroadcom Inc. | 66.9K | −0.6% | $25.3M | 1.1% |
GSGoldman Sachs Group Inc | 23.8K | −3.1% | $24.1M | 1% |
VVisa Inc. | 69.9K | +1.7% | $24M | 1% |
VANGUARD SCOTTSDALE FDSSHORT TERM TREAS | 406.7K | −0.5% | $23.7M | 1% |
HDHome Depot, Inc. | 66.8K | +0.5% | $23.6M | 1% |
ISHARES TRRUS 1000 GRW ETF | 188.9K | +262.4% | $23.5M | 1% |
VANGUARD INDEX FDSMID CAP ETF | 288.5K | +291.3% | $23.2M | 1% |
JNJJohnson & Johnson | 89.6K | −0.6% | $22.8M | 1% |
SELECT SECTOR SPDR TRST STR TECHN ETF | 98.6K | New | $18.8M | 0.8% |
ABBVAbbVie Inc. | 72.3K | +0.1% | $18.2M | 0.8% |
MRKMerck & Co., Inc. | 136.4K | −1.0% | $17.6M | 0.7% |
ADIAnalog Devices Inc | 44.2K | −4.6% | $17.6M | 0.7% |
ISHARES TRRUS 1000 VAL ETF | 71.5K | −7.5% | $17.3M | 0.7% |
ISHARES TR1 3 YR TREAS BD | 210K | +5.1% | $17.2M | 0.7% |
VANGUARD SCOTTSDALE FDSINTER TERM TREAS | 287.9K | −47.1% | $17M | 0.7% |
MARMarriott International Inc | 43.2K | −1.2% | $16M | 0.7% |
URIUnited Rentals, Inc. | 14K | +2.7% | $15.8M | 0.7% |
CSCOCisco Systems, Inc. | 133.2K | +11.7% | $15.6M | 0.7% |
COSTCostco Wholesale Corp | 15.3K | +1.5% | $14.3M | 0.6% |
PHParker-Hannifin Corp | 13.9K | −2.8% | $13.6M | 0.6% |
CATCaterpillar Inc | 12.3K | −0.9% | $13.1M | 0.6% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 25.9K | −0.1% | $12.9M | 0.5% |
MRVLMarvell Technology, Inc. | 43.1K | −18.4% | $12.9M | 0.5% |
MUMicron Technology Inc | 10.8K | −23.7% | $12.5M | 0.5% |
AMEAMETEK Inc | 50.9K | −0.9% | $12.3M | 0.5% |
TJXTJX Companies Inc | 80.8K | −0.3% | $12.2M | 0.5% |
MSMorgan Stanley | 58.3K | −2.1% | $12.2M | 0.5% |
LRCXLAM Research Corp | 28.1K | −7.5% | $12.2M | 0.5% |
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | 153.9K | +0.6% | $12.2M | 0.5% |
PEPPepsiCo Inc | 88.9K | +1.6% | $12M | 0.5% |
SYKStryker Corp | 34.9K | +5.5% | $11M | 0.5% |
SPDR SERIES TRUSTST STR BLO 1 ETF | 120.3K | New | $11M | 0.5% |
SPDR SERIES TRUSTST STR SP BIOT | 68.7K | New | $10.9M | 0.5% |
MAMastercard Inc | 21.1K | +0.6% | $10.8M | 0.5% |
EXXON MOBIL CORPCOM | 75.5K | +0.5% | $10.3M | 0.4% |
PGPROCTER & GAMBLE Co | 68.9K | +2.0% | $10.1M | 0.4% |
ISHARES TRCORE S&P SCP ETF | 67.6K | +10.3% | $10M | 0.4% |
AMDAdvanced Micro Devices Inc | 16.4K | −32.1% | $9.5M | 0.4% |
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | 125K | +72.1% | $8.9M | 0.4% |
ASMLASML Holding NV | 4.3K | +9.4% | $8.6M | 0.4% |
BERKSHIRE HATHAWAY INC DELCL A | 11 | ±0% | $8.2M | 0.3% |
GPCGenuine Parts Co | 67.7K | +4.4% | $8.1M | 0.3% |
EFXEquifax Inc | 49.4K | −0.3% | $7.8M | 0.3% |
EMEEMCOR Group, Inc. | 9.2K | +33.0% | $7.6M | 0.3% |
BACBank of America Corp | 133.3K | −1.9% | $7.6M | 0.3% |
VANGUARD SCOTTSDALE FDSINT-TERM CORP | 91.4K | −1.4% | $7.6M | 0.3% |
ABTAbbott Laboratories | 82.1K | −17.3% | $7.5M | 0.3% |
MCDMcDonald's Corp | 26.6K | +0.5% | $7.2M | 0.3% |
CVXChevron Corp | 43.1K | −1.2% | $7.1M | 0.3% |
DIASPDR DOW Jones Industrial Average ETF Trust | 12.4K | ±0% | $6.5M | 0.3% |
VANGUARD INDEX FDSGROWTH ETF | 74.5K | +679.5% | $6.4M | 0.3% |
AXPAmerican Express Co | 18.9K | +4.6% | $6.4M | 0.3% |
GLDSPDR Gold Trust | 17.3K | −14.5% | $6.4M | 0.3% |
CPRTCopart Inc | 222.4K | −4.2% | $6.3M | 0.3% |
NEENextEra Energy Inc | 70.8K | −0.2% | $6.2M | 0.3% |
VMCVulcan Materials CO | 20.9K | −1.2% | $6.2M | 0.3% |
RIORio Tinto PLC | 63.3K | +0.6% | $6M | 0.3% |
CASYCasey's General Stores Inc | 7.5K | −16.6% | $6M | 0.3% |
MKLMarkel Group Inc. | 3K | +5.7% | $5.9M | 0.3% |
GLOBAL X FDSUS INFR DEV ETF | 99.8K | −2.2% | $5.9M | 0.2% |
PHMPultegroup Inc | 42.3K | −1.8% | $5.8M | 0.2% |
ADBEAdobe Inc. | 28K | −8.0% | $5.7M | 0.2% |
ICEIntercontinental Exchange, Inc. | 46.2K | −4.4% | $5.7M | 0.2% |
ISRGIntuitive Surgical Inc | 14.3K | −1.8% | $5.7M | 0.2% |
VANGUARD WORLD FDENERGY ETF | 37K | −28.1% | $5.6M | 0.2% |
INVESCO EXCHANGE TRADED FD TS&P500 QUALITY | 60.3K | −0.2% | $5.4M | 0.2% |
QQQInvesco QQQ Trust, Series 1 | 7.4K | −23.7% | $5.4M | 0.2% |
WRBBerkley W R Corp | 71K | −0.9% | $5M | 0.2% |
TMOThermo Fisher Scientific Inc. | 9.8K | +2.2% | $4.9M | 0.2% |
SOSouthern Co | 51.5K | +1.6% | $4.9M | 0.2% |
IBMInternational Business Machines Corp | 17.3K | +3.4% | $4.9M | 0.2% |
SELECT SECTOR SPDR TRST STR CARE ETF | 30.5K | New | $4.8M | 0.2% |
DHRDanaher Corp | 24.9K | −4.2% | $4.8M | 0.2% |
EMREmerson Electric Co | 33.1K | −1.0% | $4.7M | 0.2% |
UBERUber Technologies, Inc | 63.6K | +8.7% | $4.6M | 0.2% |
CBRECBRE Group, Inc. | 34K | −47.8% | $4.6M | 0.2% |
VANGUARD INDEX FDSVALUE ETF | 19.9K | −0.3% | $4.3M | 0.2% |
EWEdwards Lifesciences Corp | 47.6K | +3.5% | $4.3M | 0.2% |
SELECT SECTOR SPDR TRST STR UTIL ETF | 93.9K | New | $4.3M | 0.2% |
ISHARES TRRUSSELL 2000 ETF | 13.8K | −32.3% | $4.1M | 0.2% |
CTASCintas Corp | 23.8K | −1.1% | $4M | 0.2% |
MASMasco Corp | 49.6K | −0.5% | $4M | 0.2% |
JBHTHunt J B Transport Services Inc | 13.9K | New | $4M | 0.2% |
ISHARES INCMSCI SPAIN ETF | 67K | −5.6% | $4M | 0.2% |
UMHUMH Properties, Inc. | 258.4K | −1.3% | $3.9M | 0.2% |
RTXRTX Corp | 19.9K | −0.6% | $3.8M | 0.2% |
VANGUARD WORLD FDMEGA CAP INDEX | 13.8K | −39.9% | $3.8M | 0.2% |
AZOAutoZone Inc | 1.2K | ±0% | $3.8M | 0.2% |
INVESCO EXCHANGE TRADED FD TS&P500 PUR VAL | 33.1K | ±0% | $3.8M | 0.2% |
DUKDuke Energy CORP | 29.7K | −0.4% | $3.8M | 0.2% |
ISHARES INCMSCI ITALY ETF | 63.1K | −5.4% | $3.7M | 0.2% |
UNHUnitedHealth Group Inc | 8.8K | −0.1% | $3.7M | 0.2% |
ORCLOracle Corp | 24.9K | −0.4% | $3.7M | 0.2% |
SCHWSchwab Charles Corp | 39.5K | −10.2% | $3.6M | 0.2% |
MCKMcKesson Corp | 4.8K | +1.8% | $3.6M | 0.2% |
ANETArista Networks, Inc. | 21.4K | −3.7% | $3.6M | 0.2% |
LMTLockheed Martin Corp | 7K | −3.3% | $3.5M | 0.1% |
CORCencora, Inc. | 12.3K | −2.3% | $3.5M | 0.1% |
CMICummins Inc | 4.8K | −0.8% | $3.5M | 0.1% |
NFLXNetflix Inc | 48.2K | +3.5% | $3.4M | 0.1% |
PIMCO ETF TRENHAN SHRT MA AC | 34.1K | +2.3% | $3.4M | 0.1% |
LOWLowe's Companies Inc | 15.5K | −14.3% | $3.4M | 0.1% |
FCXFreeport-McMoran Inc | 54.1K | −0.8% | $3.4M | 0.1% |
BABoeing Co | 15.5K | −9.7% | $3.3M | 0.1% |
TFCTruist Financial Corp | 67K | +2.8% | $3.3M | 0.1% |
ISHARES TRINTRM GOV CR ETF | 31K | +6.9% | $3.3M | 0.1% |
ODFLOld Dominion Freight Line, Inc. | 15K | −14.3% | $3.3M | 0.1% |
NDAQNasdaq, Inc. | 41K | −2.2% | $3.2M | 0.1% |
ISHARES TRCORE MSCI EAFE | 33.5K | −20.6% | $3.2M | 0.1% |
CDWCDW Corp | 22.6K | +44.8% | $3.2M | 0.1% |
TGTTarget Corp | 24.3K | +557.8% | $3.2M | 0.1% |
DEDeere & Co | 5K | −4.0% | $3.2M | 0.1% |
RSGRepublic Services, Inc. | 14.9K | −1.3% | $3.2M | 0.1% |
NOWServiceNow, Inc. | 31.6K | +11.8% | $3.1M | 0.1% |
UNPUnion Pacific Corp | 11.5K | ±0% | $3.1M | 0.1% |
VANGUARD INDEX FDSTOTAL STK MKT | 8.4K | +3.5% | $3.1M | 0.1% |
ISHARES TRS&P 100 ETF | 8.5K | −16.9% | $3.1M | 0.1% |
BKNGBooking Holdings Inc. | 17.4K | +2,350.7% | $3.1M | 0.1% |
GGGGraco Inc | 39.3K | +23.7% | $3M | 0.1% |
ETNEaton Corp plc | 7K | +4.3% | $3M | 0.1% |
TTTrane Technologies plc | 5.9K | −2.4% | $2.9M | 0.1% |
SPDR SERIES TRUSTST STR SP DIV | 18.8K | New | $2.9M | 0.1% |
NVRNVR Inc | 419 | −2.6% | $2.9M | 0.1% |
SPDR INDEX SHS FDSSTATE STREET | 82.9K | +8.5% | $2.8M | 0.1% |
METAMeta Platforms, Inc. | 4.9K | −13.2% | $2.7M | 0.1% |
NSCNorfolk Southern Corp | 8.6K | ±0% | $2.7M | 0.1% |
BANK OF AMER CORP7.25%CNV PFD L | 2.2K | ±0% | $2.7M | 0.1% |
ISHARES TRUS SML CAP EQT | 29.5K | ±0% | $2.6M | 0.1% |
ISHARES TRISHARES SEMICDTR | 3.9K | −5.8% | $2.5M | 0.1% |
SAIASaia Inc | 5.8K | +34.6% | $2.4M | 0.1% |
ABCBAmeris Bancorp | 26.7K | ±0% | $2.4M | 0.1% |
TXNTexas Instruments Inc | 8.1K | −19.1% | $2.4M | 0.1% |
ISHARES INCMSCI EMRG CHN | 23.5K | −53.5% | $2.4M | 0.1% |
MPCMarathon Petroleum Corp | 9.3K | −0.3% | $2.4M | 0.1% |
SPDR SERIES TRUSTST STR SP REGBNK | 31.6K | New | $2.4M | 0.1% |
ITWIllinois Tool Works Inc | 8.5K | +6.3% | $2.3M | 0.1% |
ROPRoper Technologies Inc | 6.8K | +29.0% | $2.3M | 0.1% |
PMPhilip Morris International Inc. | 12.6K | −2.3% | $2.3M | 0.1% |
VANGUARD INDEX FDSREAL ESTATE ETF | 23.7K | +0.0% | $2.3M | 0.1% |
SELECT SECTOR SPDR TRST STR FINL ETF | 42K | New | $2.3M | 0.1% |
WFCWells Fargo & Company | 26.6K | ±0% | $2.2M | 0.1% |
BMYBristol Myers Squibb Co | 37.8K | −4.0% | $2.2M | 0.1% |
ROKURoku, Inc | 15.1K | New | $2.1M | 0.1% |
ISHARES TRCORE S&P US VLU | 18.7K | −12.6% | $2.1M | 0.1% |
FISVFiserv Inc | 40.2K | −4.3% | $2M | 0.1% |
INTUIntuit Inc. | 7.5K | −38.2% | $2M | 0.1% |
ORLYO Reilly Automotive Inc | 21.3K | −2.6% | $2M | 0.1% |
SHOPShopify Inc. | 17K | −0.4% | $1.9M | 0.1% |
PANWPalo Alto Networks Inc | 5.6K | −5.0% | $1.9M | 0.1% |
ZMZoom Communications, Inc. | 22.1K | New | $1.9M | 0.1% |
STTState Street Corp | 11.2K | +0.2% | $1.9M | 0.1% |
FIDELITY COVINGTON TRUSTMSCI INDL INDX | 18.8K | +35.1% | $1.9M | 0.1% |
HONAHoneywell Aerospace Inc. | 8.4K | New | $1.9M | 0.1% |
WTWWillis Towers Watson PLC | 7.1K | −7.1% | $1.9M | 0.1% |
COFCapital One Financial Corp | 9.2K | −22.8% | $1.8M | 0.1% |
APHAmphenol Corp | 10.4K | −47.5% | $1.8M | 0.1% |
SSBSouthState Bank Corp | 18.3K | ±0% | $1.8M | 0.1% |
HONHoneywell International Inc | 8.1K | New | $1.8M | 0.1% |
DIMENSIONAL ETF TRUSTUS TARGETED VLU | 25.4K | +0.2% | $1.8M | 0.1% |
ULTAUlta Beauty, Inc. | 3.9K | −64.9% | $1.8M | 0.1% |
AAgilent Technologies, Inc. | 13.2K | +911.5% | $1.8M | 0.1% |
SHELShell plc | 22.6K | −2.6% | $1.7M | 0.1% |
SELECT SECTOR SPDR TRST STR ENERG ETF | 32.9K | New | $1.7M | 0.1% |
SCHWAB STRATEGIC TRFUNDAMENTAL INTL | 32.9K | −0.1% | $1.7M | 0.1% |
VANGUARD WORLD FDFINANCIALS ETF | 12.9K | ±0% | $1.7M | 0.1% |
MLMMartin Marietta Materials Inc | 2.9K | −4.2% | $1.7M | 0.1% |
ISHARES INCCORE MSCI EMKT | 20.4K | −2.3% | $1.7M | 0.1% |
DANDANA Inc | 62K | −34.6% | $1.7M | 0.1% |
NXPINXP Semiconductors N.V. | 5.9K | ±0% | $1.7M | 0.1% |
AFLAflac Inc | 14.1K | ±0% | $1.7M | 0.1% |
BLKBlackRock, Inc. | 1.7K | −25.4% | $1.6M | 0.1% |
WELLS FARGO & COPERP PFD CNV A | 1.4K | −3.4% | $1.6M | 0.1% |
CBChubb Ltd | 4.7K | ±0% | $1.6M | 0.1% |
ISHARES TR0-5 YR TIPS ETF | 15.7K | +0.9% | $1.6M | 0.1% |
VANGUARD BD INDEX FDSSHORT TRM BOND | 20.4K | +2.5% | $1.6M | 0.1% |
GLWCorning Inc | 6.2K | −13.3% | $1.6M | 0.1% |
ISHARES TRRUS MID CAP ETF | 14.4K | +1.6% | $1.6M | 0.1% |
QCOMQualcomm Inc | 8.5K | −26.8% | $1.6M | 0.1% |
CRCrane Co | 7K | +0.0% | $1.6M | 0.1% |
DECKDeckers Outdoor Corp | 15.2K | −0.1% | $1.5M | 0.1% |
ISHARES TRSHRT NAT MUN ETF | 14.1K | +47.5% | $1.5M | 0.1% |
IEXIDEX Corp | 6.6K | +0.2% | $1.5M | 0.1% |
HLTHilton Worldwide Holdings Inc. | 4.5K | ±0% | $1.5M | 0.1% |
ACNAccenture plc | 11.6K | +0.5% | $1.4M | 0.1% |
PPGPPG Industries Inc | 11.5K | −2.2% | $1.4M | 0.1% |
MDLZMondelez International, Inc. | 24K | −9.9% | $1.4M | 0.1% |
SNPSSynopsys Inc | 3.1K | ±0% | $1.4M | 0.1% |
SBUXStarbucks Corp | 13.6K | ±0% | $1.4M | 0.1% |
CLColgate Palmolive Co | 15.1K | ±0% | $1.4M | 0.1% |
USBUS Bancorp de | 22.6K | +1.3% | $1.4M | 0.1% |
SPGIS&P Global Inc. | 3.4K | −2.9% | $1.4M | 0.1% |
VANGUARD ADMIRAL FDS INCMIDCP 400 GRTH | 9.3K | −7.7% | $1.4M | 0.1% |
FANGDiamondback Energy, Inc. | 7.7K | −1.0% | $1.4M | 0.1% |
DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | 30.2K | New | $1.3M | 0.1% |
WYWeyerhaeuser Co | 55.3K | −54.7% | $1.3M | 0.1% |
DEODiageo PLC | 16.1K | −3.5% | $1.3M | 0.1% |
ISHARES TRU.S. TECH ETF | 5.1K | −9.8% | $1.3M | 0.1% |
ISHARES TRS&P 500 GRWT ETF | 9.3K | ±0% | $1.3M | 0.1% |
DISWalt Disney Co | 13.1K | −3.1% | $1.3M | 0.1% |
NOCNorthrop Grumman Corp | 2.5K | −0.1% | $1.3M | 0.1% |
SPDR SERIES TRUSTST STR SP METAL | 11.8K | New | $1.3M | 0.1% |
TSLATesla, Inc. | 3K | −0.0% | $1.3M | 0.1% |
PFGPrincipal Financial Group Inc | 11.5K | ±0% | $1.2M | 0.1% |
APDAir Products & Chemicals, Inc. | 4.2K | ±0% | $1.2M | 0.1% |
NVSNovartis AG | 7.8K | −0.2% | $1.2M | 0.1% |
PFEPfizer Inc | 50.2K | −0.2% | $1.2M | 0.1% |
CDNSCadence Design Systems Inc | 3.2K | ±0% | $1.2M | 0.1% |
ESBAEmpire State Realty OP, L.P. | 215.1K | New | $1.2M | 0.1% |
VZVerizon Communications Inc | 28.2K | −8.7% | $1.2M | 0.1% |
LKQLKQ Corp | 44.9K | −1.6% | $1.2M | 0.1% |
CVSCVS HEALTH Corp | 11.4K | +0.7% | $1.2M | 0.1% |
SELECT SECTOR SPDR TRST STR INDL ETF | 6.4K | New | $1.2M | 0.1% |
LHXL3HARRIS Technologies, Inc. | 4K | −1.8% | $1.2M | 0.1% |
ADPAutomatic Data Processing Inc | 5.1K | ±0% | $1.2M | 0.1% |
ISHARES TRUS HOME CONS ETF | 11K | −83.6% | $1.2M | 0.1% |
MTDMettler Toledo International Inc | 900 | ±0% | $1.2M | 0.1% |
AIGAmerican International Group, Inc. | 15.4K | −1.9% | $1.1M | 0.1% |
HIIHuntington Ingalls Industries, Inc. | 4K | ±0% | $1.1M | 0.1% |
GEVGE Vernova Inc. | 942 | +9.4% | $1.1M | 0.1% |
ISHARES TRIBONDS 26 TRM TS | 48.3K | −29.1% | $1.1M | 0.1% |
INVESCO EXCH TRD SLF IDX FDBULSHS 2027 CB | 56.3K | −12.5% | $1.1M | 0.1% |
NFGNational Fuel Gas Co | 14.2K | ±0% | $1.1M | 0.1% |
GEGeneral Electric Co | 2.9K | +13.8% | $1.1M | 0.1% |
LLoews Corp | 9.6K | ±0% | $1.1M | 0.1% |
MMM3M Co | 6.6K | −0.1% | $1.1M | 0.1% |
NKENIKE, Inc. | 25.8K | −16.5% | $1.1M | 0.1% |
BEPCBrookfield Renewable Corp | 28.7K | −1.2% | $1.1M | 0.1% |
UPSUnited Parcel Service Inc | 9.9K | ±0% | $1.1M | 0.1% |
SITESiteOne Landscape Supply, Inc. | 9K | ±0% | $1M | 0.1% |
ROKRockwell Automation, Inc | 2K | +8.1% | $1M | 0.1% |
CARRCARRIER GLOBAL Corp | 13.6K | ±0% | $995.9K | 0.1% |
DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | 12.1K | New | $994.7K | 0.1% |
AMGNAmgen Inc | 2.7K | −6.8% | $993.7K | 0.1% |
WECWEC Energy Group, Inc. | 8.4K | ±0% | $982.5K | 0.1% |
BDXBecton Dickinson & Co | 6.5K | +5.0% | $976.8K | 0.1% |
FTVFortive Corp | 15.9K | +1.9% | $973K | 0.1% |
MELIMercadoLibre Inc | 572 | −10.2% | $970.9K | 0.1% |
RLRalph Lauren Corp | 2.4K | ±0% | $966.2K | 0.1% |
CHRWC. H. Robinson Worldwide, Inc. | 5K | −0.1% | $951.2K | 0.1% |
INVESCO EXCH TRD SLF IDX FDBULSHS 2026 CB | 48.6K | −17.4% | $949.9K | 0.1% |
METMetLife Inc | 10.7K | ±0% | $908.5K | 0.1% |
ISHARES TRMSCI EAFE ETF | 8.7K | −21.8% | $903.2K | 0.1% |
MFCManulife Financial Corp | 22.3K | ±0% | $902.5K | 0.1% |
HUBBHubbell Inc | 1.7K | ±0% | $881.6K | 0.1% |
SCHWAB STRATEGIC TRFUNDAMENTAL US L | 27.8K | +5.5% | $864.6K | 0.1% |
WSTWest Pharmaceutical Services Inc | 2.4K | ±0% | $845.8K | 0.1% |
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | 13.9K | +0.8% | $826.8K | 0.1% |
OLEDUniversal Display Corp | 9.5K | −18.2% | $825K | 0.1% |
SYYSysco Corp | 9.6K | +9.9% | $802.8K | 0.1% |
VANGUARD MALVERN FDSCORE BD ETF | 10.3K | +71.5% | $796.7K | 0.1% |
PROSHARES TRS&P 500 DV ARIST | 14K | +139.8% | $787.6K | 0.1% |
YUMYUM Brands Inc | 4.9K | ±0% | $780.9K | 0.1% |
TDGTransDigm Group INC | 581 | ±0% | $773.9K | 0.1% |
| 10.4K | ±0% | $742.6K | 0.1% |
ACGLArch Capital Group Ltd. | 7.7K | ±0% | $742.5K | 0.1% |
TXTTextron Inc | 8.1K | ±0% | $742.3K | 0.1% |
ISHARES TRRUS TP200 GR ETF | 2.5K | −0.5% | $737K | 0.1% |
KLACKLA Corp | 2.4K | +902.1% | $734.7K | 0.1% |
| 1.9K | New | $708.7K | 0.1% |
SHWSherwin Williams Co | 2K | ±0% | $683.5K | 0.1% |
RFRegions Financial Corp | 22.4K | ±0% | $682.4K | 0.1% |
ISHARES TRUS HLTHCARE ETF | 10K | ±0% | $670.1K | 0.1% |
IDXXIDEXX Laboratories Inc | 1.3K | ±0% | $658.1K | 0.1% |
OMCOmnicom Group Inc. | 8.9K | ±0% | $655.3K | 0.1% |
DOVDOVER Corp | 2.9K | ±0% | $652.9K | 0.1% |
GPNGlobal Payments Inc | 8.8K | ±0% | $636.5K | 0.1% |
HWMHowmet Aerospace Inc. | 2.4K | +1,687.1% | $634.2K | 0.1% |
MTBM&T Bank Corp | 2.7K | ±0% | $633.8K | 0.1% |
ISHARES TRU.S. FINLS ETF | 4.9K | −2.4% | $630.7K | 0.1% |
INVESCO EXCH TRD SLF IDX FDINVSCO BLSH 28 | 30.9K | −29.3% | $628.8K | 0.1% |
VRTVertiv Holdings Co | 1.9K | +4.2% | $627.8K | 0.1% |
TRVTravelers Companies, Inc. | 1.9K | −80.1% | $625.9K | 0.1% |
ISHARES TRRUS 2000 GRW ETF | 1.6K | ±0% | $615.4K | 0.1% |
MDTMedtronic plc | 7.7K | −1.1% | $607.4K | 0.1% |
KMBKimberly Clark Corp | 5.3K | +4.0% | $592.8K | 0.1% |
CSXCSX Corp | 12.5K | −0.6% | $591.7K | 0.1% |
KTOSKratos Defense & Security Solutions, Inc. | 11.7K | +13.5% | $585.3K | 0.1% |
INVESCO ACTIVELY MANAGED EXCULTRA SHRT DUR | 11.5K | −0.9% | $578.3K | 0.1% |
BLDQXO Insulation, LLC | 1.6K | −66.4% | $576.1K | 0.1% |
MOAltria Group, Inc. | 7.8K | +0.7% | $568.5K | 0.1% |
VANGUARD INDEX FDSSM CP VAL ETF | 2.3K | ±0% | $561.6K | 0.1% |
ECLEcolab Inc. | 2K | +11.1% | $561.2K | 0.1% |
WISDOMTREE TRUS AI ENHANCED | 4.2K | ±0% | $554.4K | 0.1% |
TAT&T Inc. | 26.4K | +3.1% | $547.4K | 0.1% |
INTCIntel Corp | 3.9K | +0.2% | $547.3K | 0.1% |
VANGUARD WHITEHALL FDSHIGH DIV YLD | 3.5K | ±0% | $546K | 0.1% |
AMERICAN CENTY ETF TRAVANTIS US LARG | 6K | +58.5% | $542.5K | 0.1% |
PBAPembina Pipeline Corp | 11.6K | ±0% | $535.3K | 0.1% |
AJGArthur J. Gallagher & Co. | 2.3K | ±0% | $528K | 0.1% |
SLBSLB Limited | 11.2K | +9.2% | $525.9K | 0.1% |
SFBSServisFirst Bancshares, Inc. | 6K | ±0% | $520.5K | 0.1% |
WMBWilliams Companies, Inc. | 6.8K | ±0% | $508.2K | 0.1% |
PIMCO ETF TR1-5 US TIP IDX | 9.5K | +1.5% | $508.1K | 0.1% |
ISHARES TRISHARES BIOTECH | 2.6K | −0.4% | $494.5K | 0.1% |
SPDR SERIES TRUSTST STR SP HOME | 4.3K | New | $493.9K | 0.1% |
DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG | 12.1K | +0.6% | $486.5K | 0.1% |
EBAYeBay Inc | 4.4K | ±0% | $486.1K | 0.1% |
NVTnVent Electric plc | 2.8K | +50.2% | $482K | 0.1% |
GOLDMAN SACHS ETF TRACTIVEBETA US LG | 3.3K | ±0% | $474.6K | 0.1% |
SWKSSkyworks Solutions, Inc. | 6.9K | −5.6% | $469K | 0.1% |
EMNEastman Chemical Co | 6.8K | ±0% | $462.9K | 0.1% |
IQVIQVIA Holdings Inc. | 2.4K | −41.8% | $459.5K | 0.1% |
DLTRDollar Tree, Inc. | 3.8K | −9.2% | $458.7K | 0.1% |
PSXPhillips 66 | 2.7K | ±0% | $455.8K | 0.1% |
CRWDCrowdStrike Holdings, Inc. | 592 | −8.5% | $451.7K | 0.1% |
NUENucor Corp | 2K | ±0% | $450K | 0.1% |
VLTOVeralto Corp | 5K | −0.4% | $447.2K | 0.1% |
MRSHMarsh & McLennan Companies, Inc. | 2.7K | +8.2% | $446.2K | 0.1% |
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | 2.8K | +18.0% | $442.6K | 0.1% |
MNSTMonster Beverage Corp | 4.6K | ±0% | $441.6K | 0.1% |
GILDGilead Sciences, Inc. | 3.5K | −0.3% | $437K | 0.1% |
BNYBank of New York Mellon Corp | 3K | −7.4% | $432.7K | 0.1% |
VANECK ETF TRUSTGOLD MINERS ETF | 5.7K | ±0% | $430.1K | 0.1% |
MUSAMurphy USA Inc. | 792 | −4.1% | $426.8K | 0.1% |
DDominion Energy, Inc | 6.2K | ±0% | $426.5K | 0.1% |
VRTXVertex Pharmaceuticals Inc | 852 | +4.3% | $423.2K | 0.1% |
AYIAcuity Inc. (DE) | 1.1K | ±0% | $415.5K | 0.1% |
SCHWAB STRATEGIC TRUS LRG CAP ETF | 13.6K | ±0% | $399.8K | 0.1% |
KMXCarMax Inc | 7.5K | ±0% | $398.1K | 0.1% |
PAYXPaychex Inc | 4K | ±0% | $395.8K | 0.1% |
TELTE Connectivity plc | 1.9K | ±0% | $391.5K | 0.1% |
CHDChurch & Dwight Co Inc | 4K | ±0% | $390.4K | 0.1% |
INVESCO EXCH TRD SLF IDX FDBULETSHS 2029 | 20.8K | −33.0% | $387K | 0.1% |
IRMIron Mountain Inc | 3K | ±0% | $383.5K | 0.1% |
SLRCSLR Investment Corp. | 30.7K | ±0% | $379.9K | 0.1% |
ISHARES TRMSCI EMG MKT ETF | 5.4K | +12.5% | $370.9K | 0.1% |
ISHARES INCMSCI PAC JP ETF | 6.9K | ±0% | $367.5K | 0.1% |
ISHARES TRCORE US AGGBD ET | 3.7K | ±0% | $364.1K | 0.1% |
CXTCrane NXT, Co. | 7K | ±0% | $358.1K | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P MIDCAP 400 | 2.8K | ±0% | $358K | 0.1% |
PNFPPinnacle Financial Partners, Inc. | 3.5K | ±0% | $356.7K | 0.1% |
ISHARES TRMSCI USA QLT FCT | 1.6K | +5.2% | $348K | 0.1% |
KTBKontoor Brands, Inc. | 4.2K | ±0% | $346K | 0.1% |
IBPInstalled Building Products, Inc. | 1.5K | ±0% | $344.8K | 0.1% |
BXBlackstone Inc. | 2.9K | −5.2% | $343.7K | 0.1% |
OTISOtis Worldwide Corp | 4.7K | ±0% | $340.1K | 0.1% |
XELXcel Energy Inc | 4.1K | ±0% | $331.6K | 0.1% |
VANGUARD INTL EQUITY INDEX FALLWRLD EX US | 4K | +6.3% | $330.8K | 0.1% |
ISHARES TRGLOBAL 100 ETF | 2.4K | ±0% | $327.8K | 0.1% |
ENBEnbridge Inc | 6K | −2.2% | $326.1K | 0.1% |
MAAMid America Apartment Communities Inc. | 2.3K | ±0% | $324.9K | 0.1% |
STZConstellation Brands, Inc. | 2.3K | ±0% | $320K | 0.1% |
CRMSalesforce, Inc. | 2K | −2.3% | $317.7K | 0.1% |
AKAMAkamai Technologies Inc | 2.7K | −0.7% | $316.2K | 0.1% |
CPCanadian Pacific Kansas City Ltd | 3.6K | ±0% | $315.6K | 0.1% |
DIMENSIONAL ETF TRUSTEMERGING MKTS VA | 7.3K | +2.5% | $310.6K | 0.1% |
CWCurtiss Wright Corp | 406 | −0.2% | $307.8K | 0.1% |
FNFFidelity National Financial, Inc. | 6.5K | ±0% | $306.5K | 0.1% |
ZTSZoetis Inc. | 4.3K | ±0% | $305.4K | 0.1% |
CMCSAComcast Corp | 12.1K | +11.0% | $297.2K | 0.1% |
SOLSSolstice Advanced Materials Inc. | 3.3K | +4.4% | $296.2K | 0.1% |
AWKAmerican Water Works Company, Inc. | 2.2K | +0.6% | $293.3K | 0.1% |
TXRHTexas Roadhouse, Inc. | 1.5K | −0.3% | $291.1K | 0.1% |
TDYTeledyne Technologies Inc | 434 | ±0% | $289.2K | 0.1% |
ISHARES TRPFD AND INCM SEC | 9.3K | −2.6% | $284.4K | 0.1% |
WATWaters Corp | 745 | ±0% | $279.4K | 0.1% |
ISHARES TRU.S. ENERGY ETF | 4.9K | ±0% | $278.7K | 0.1% |
ADSKAutodesk, Inc. | 1.4K | −33.5% | $277.9K | 0.1% |
AMERICAN CENTY ETF TRAVAN EMER EX ETF | 3.2K | New | $277.1K | 0.1% |
EHCEncompass Health Corp | 2.7K | +0.0% | $276.2K | 0.1% |
HEIHEICO Corp | 774 | ±0% | $275.7K | 0.1% |
COPConocoPhillips | 2.6K | ±0% | $270.6K | 0.1% |
FIRST TR EXCHANGE TRADED FDSMID RISNG ETF | 6.2K | ±0% | $266.8K | 0.1% |
ISHARES TR3 7 YR TREAS BD | 2.2K | −16.2% | $263.4K | 0.1% |
VANGUARD WORLD FDCONSUM DIS ETF | 654 | −69.9% | $259.4K | 0.1% |
WMWaste Management Inc | 1.2K | +26.3% | $259K | 0.1% |
ISHARES TRNATIONAL MUN ETF | 2.4K | ±0% | $258.3K | 0.1% |
STESTERIS plc | 1.2K | ±0% | $252.7K | 0.1% |
HHHHoward Hughes Holdings Inc. | 3.5K | ±0% | $250.2K | 0.1% |
SPDR SERIES TRUSTST STR PR SP1500 | 2.8K | New | $249.7K | 0.1% |
EDConsolidated Edison Inc | 2.2K | ±0% | $245.8K | 0.1% |
SCHWAB STRATEGIC TRUS MID-CAP ETF | 6.6K | ±0% | $244.9K | 0.1% |
GWWW.W. Grainger, Inc. | 178 | ±0% | $242.2K | 0.1% |
DALDelta Air Lines, Inc. | 2.6K | +0.5% | $240K | 0.1% |
BNBROOKFIELD Corp | 5.6K | ±0% | $237.1K | 0.1% |
VANGUARD WORLD FDUTILITIES ETF | 1.2K | −26.5% | $237K | 0.1% |
KRKroger Co | 4.2K | −3.1% | $231.7K | 0.1% |
GBTCGrayscale Bitcoin Trust ETF | 5.1K | −20.2% | $230.6K | 0.1% |
VANECK ETF TRUSTSEMICONDUCTR ETF | 350 | −23.2% | $229.6K | 0.1% |
HSYHershey Co | 1.3K | +2.6% | $229.4K | 0.1% |
SCHWAB STRATEGIC TRUS BRD MKT ETF | 7.9K | +61.7% | $228.7K | 0.1% |
VLOValero Energy Corp | 876 | ±0% | $228.1K | 0.1% |
AEPAmerican Electric Power Co Inc | 1.7K | +10.7% | $226.4K | 0.1% |
VRSNVerisign Inc | 900 | ±0% | $226.4K | 0.1% |
VANGUARD INDEX FDSMCAP VL IDXVIP | 1.1K | ±0% | $223.3K | 0.1% |
SRESempra | 2.4K | ±0% | $221.7K | 0.1% |
SCCOSouthern Copper Corp | 1.3K | −42.7% | $220.6K | 0.1% |
LINLinde PLC | 424 | ±0% | $220K | 0.1% |
ISHARES TRSELECT DIVID ETF | 1.4K | ±0% | $218.4K | 0.1% |
PIMCO ETF TRINTER MUN BD ACT | 4.1K | −67.2% | $217K | 0.1% |
ONCBeOne Medicines Ltd. | 750 | ±0% | $213.7K | 0.1% |
DOCUDocuSign, Inc. | 4.8K | +4.4% | $212.1K | 0.1% |
AMPAmeriprise Financial Inc | 462 | ±0% | $212.1K | 0.1% |
CEGConstellation Energy Corp | 848 | ±0% | $210.6K | 0.1% |
WISDOMTREE TRUS MIDCAP DIVID | 3.7K | ±0% | $207.9K | 0.1% |
QXOQXO, Inc. | 12K | ±0% | $207.4K | 0.1% |
ISHARES TRRUS MD CP GR ETF | 1.4K | ±0% | $203.8K | 0.1% |
RIVNRivian Automotive, Inc. | 11.7K | ±0% | $203.6K | 0.1% |
IRIngersoll Rand Inc. | 2.5K | ±0% | $201.6K | 0.1% |
DGXQuest Diagnostics Inc | 950 | ±0% | $201.4K | 0.1% |
FEFirstenergy Corp | 4.2K | ±0% | $199.2K | 0.1% |
CCJCameco Corp | 1.9K | ±0% | $197.6K | 0.1% |
VKTXViking Therapeutics, Inc. | 5K | ±0% | $195.6K | 0.1% |
KVUEKenvue Inc. | 10.2K | ±0% | $194.1K | 0.1% |
CMGChipotle Mexican Grill Inc | 5.7K | ±0% | $193.3K | 0.1% |
DRIDarden Restaurants Inc | 936 | ±0% | $192.8K | 0.1% |
ALLEAllegion plc | 1.3K | ±0% | $187.7K | 0.1% |
BBarrick Mining Corp | 5.1K | +9.1% | $187.7K | 0.1% |
ISHARES TRSP SMCP600VL ETF | 1.4K | −3.5% | $186.8K | 0.1% |
EOGEOG Resources Inc | 1.4K | −0.1% | $185.5K | 0.1% |
EPDEnterprise Products Partners L.P. | 5K | +0.1% | $183.4K | 0.1% |
BATRKAtlanta Braves Holdings, Inc. | 3.5K | ±0% | $182.2K | 0.1% |
LUVSouthwest Airlines Co | 3.5K | ±0% | $182.1K | 0.1% |
ETREntergy Corp | 1.6K | ±0% | $181.3K | 0.1% |
ISHARES TRU.S. BAS MTL ETF | 1K | ±0% | $179.5K | 0.1% |
CICigna Group | 649 | −0.8% | $178.9K | 0.1% |
VANGUARD BD INDEX FDSTOTAL BND MRKT | 2.4K | +21.1% | $177.8K | 0.1% |
EQTEQT Corp | 3.3K | ±0% | $177.3K | 0.1% |
OKTAOkta, Inc. | 1.3K | −16.6% | $177K | 0.1% |
AMTAmerican Tower Corp | 1.1K | ±0% | $176.8K | 0.1% |
EOSEEos Energy Enterprises, Inc. | 30K | +9.1% | $176.4K | 0.1% |
BTCGrayscale Bitcoin Mini Trust ETF | 6.8K | −10.1% | $175.9K | 0.1% |
SNXTD SYNNEX Corp | 636 | −68.6% | $170K | 0.1% |
GOLDMAN SACHS ETF TRACTIVEBETA INT | 3.7K | ±0% | $169.3K | 0.1% |
NNNNNN Reit, Inc. | 3.6K | ±0% | $168.1K | 0.1% |
WHRWhirlpool Corp | 4.2K | ±0% | $166.7K | 0.1% |
CCitigroup Inc | 1.2K | ±0% | $165.3K | 0.1% |
MPWRMonolithic Power Systems, Inc. | 119 | −8.5% | $164.7K | 0.1% |
ISHARES TRUS CONSM STAPLES | 2.3K | ±0% | $163.5K | 0.1% |
NEMNEWMONT Corp | 1.7K | −0.6% | $162.6K | 0.1% |
RALRalliant Corp | 2.2K | −0.9% | $161.4K | 0.1% |
ORealty Income Corp | 2.6K | ±0% | $160.4K | 0.1% |
EXCExelon Corp | 3.4K | ±0% | $159.6K | 0.1% |
FDXFedEx Corp | 504 | ±0% | $158.4K | 0.1% |
SPGSimon Property Group Inc. | 702 | ±0% | $157K | 0.1% |
INVESCO EXCH TRD SLF IDX FDBULLETSHS 2032 | 7.6K | −5.3% | $156.4K | 0.1% |
PGRProgressive Corp | 697 | +74.3% | $152.4K | 0.1% |
QLYSQualys, Inc. | 1.1K | ±0% | $149.3K | 0.1% |
FIDELITY COVINGTON TRUSTMSCI HLTH CARE I | 1.9K | −57.4% | $148.7K | 0.1% |
ISHARES TRMSCI INDIA ETF | 3K | −2.6% | $147.2K | 0.1% |
TORTOISE CAPITAL SERIES TRUSELECTRIFICATION | 6.6K | ±0% | $144.8K | 0.1% |
MCIBarings Corporate Investors | 8.2K | ±0% | $144.3K | 0.1% |
ALLAllstate Corp | 600 | ±0% | $143.5K | 0.1% |
MPVBarings Participation Investors | 8.5K | ±0% | $143.1K | 0.1% |
PRUPrudential Financial Inc | 1.3K | ±0% | $143K | 0.1% |
EGPEastgroup Properties Inc | 690 | ±0% | $140.8K | 0.1% |
VANGUARD WORLD FDINF TECH ETF | 1.2K | +491.0% | $140.6K | 0.1% |
ULUnilever PLC | 2.3K | ±0% | $138.9K | 0.1% |
ROSTRoss Stores, Inc. | 649 | +226.1% | $138.1K | 0.1% |
KKRKKR & Co. Inc. | 1.5K | ±0% | $137.7K | 0.1% |
ISHARES TRS&P MC 400GR ETF | 1.2K | ±0% | $137.2K | 0.1% |
FTNTFortinet, Inc. | 876 | ±0% | $134.6K | 0.1% |
SELECT SECTOR SPDR TRST STR STAPL ETF | 1.6K | New | $133.2K | 0.1% |
LNGCheniere Energy, Inc. | 557 | +56.0% | $133.1K | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P500 PUR GWT | 2.1K | ±0% | $131.3K | 0.1% |
SELECT SECTOR SPDR TRST STR SVC ETF | 1.2K | New | $130.8K | 0.1% |
VANGUARD SCOTTSDALE FDSLONG TERM TREAS | 2.4K | ±0% | $129.7K | 0.1% |
VANGUARD MUN BD FDSTAX EXEMPT BD | 2.6K | ±0% | $129.2K | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P500 EQL TEC | 2K | New | $128.9K | 0.1% |
PWRQuanta Services, Inc. | 179 | −0.6% | $128.8K | 0.1% |
ISHARES TRIBONDS 27 TRM TS | 5.6K | ±0% | $126.1K | 0.1% |
NGGNational Grid PLC | 1.5K | ±0% | $125.5K | 0.1% |
ATRAptargroup, Inc. | 981 | +0.2% | $122.9K | 0.1% |
SPDR SERIES TRUSTST STR SP TRANS | 1.1K | New | $122.8K | 0.1% |
CBANColony Bankcorp Inc | 5.9K | ±0% | $119.3K | 0.1% |
KGSKodiak Gas Services, Inc. | 1.6K | −23.1% | $117.8K | 0.1% |
GSKGSK plc | 2.2K | −0.4% | $117.5K | 0.1% |
SOLVSolventum Corp | 1.5K | ±0% | $115.6K | 0.1% |
BHPBHP Group Ltd | 1.4K | ±0% | $115.6K | 0.1% |
BSXBoston Scientific Corp | 2.7K | −18.3% | $114.4K | 0.1% |
ISHARES INCMSCI GBL ETF NEW | 1.9K | New | $113K | 0.1% |
ISHARES TRUS CONSUM DISCRE | 1.1K | ±0% | $110.8K | 0.1% |
ISHARES TREUROPE ETF | 1.5K | ±0% | $109.3K | 0.1% |
ISHARES TRUS TRSPRTION | 1.2K | ±0% | $107.9K | 0.1% |
BLACKROCK ETF TRUST IIISHA FLEX IN ETF | 2.1K | New | $107.9K | 0.1% |
FITBFifth Third Bancorp | 1.9K | ±0% | $105K | 0.1% |
ISHARES TRU.S. MED DVC ETF | 2.1K | −42.4% | $104.8K | 0.1% |
TWLOTwilio Inc | 507 | ±0% | $104.7K | 0.1% |
