13F HOLDINGS REPORT
APPLETON PARTNERS INC/MA
Quarter ended Q1 2025 · Filed April 22, 2025 · Accession 0000950123-25-003620
Total Value
$1.3M
Positions
243
Other Managers
0
Confidential Omitted
No
Holdings (243)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 354,384 | $78,719 | 6.08% |
| 2 | GOLDMAN SACHS ACTIVEBETA U.S. | NVGLF | 434,376 | $47,816 | 3.70% |
| 3 | MICROSOFT CORP | MSFT | 122,316 | $45,916 | 3.55% |
| 4 | SCHWAB US LARGE-CAP ETF | 808524201 | 1,898,727 | $41,924 | 3.24% |
| 5 | AMAZON.COM INC | AMZN | 185,406 | $35,275 | 2.73% |
| 6 | JPMORGAN CHASE & CO | VYLD | 139,226 | $34,152 | 2.64% |
| 7 | VISA INC | V | 86,969 | $30,479 | 2.36% |
| 8 | ENERGY SELECT SECTOR SPDR FUND | 81369Y506 | 273,017 | $25,513 | 1.97% |
| 9 | BROADCOM INC | AVGO | 151,953 | $25,441 | 1.97% |
| 10 | JPMORGAN ULTRA-SHORT INCOME ET | 46641Q837 | 482,233 | $24,415 | 1.89% |
| 11 | ALPHABET INC | GOOG | 154,260 | $24,100 | 1.86% |
| 12 | HOME DEPOT INC/THE | HD | 64,087 | $23,487 | 1.82% |
| 13 | UNITEDHEALTH GROUP INC | UNH | 36,920 | $19,337 | 1.49% |
| 14 | META PLATFORMS INC | META | 31,909 | $18,391 | 1.42% |
| 15 | MORGAN STANLEY | MS-PQ | 154,738 | $18,053 | 1.40% |
| 16 | THERMO FISHER SCIENTIFIC INC | TMO | 35,877 | $17,853 | 1.38% |
| 17 | SCHWAB INTERNATIONAL EQUITY ET | 808524805 | 855,361 | $16,919 | 1.31% |
| 18 | ARTHUR J GALLAGHER & CO | 363576109 | 48,472 | $16,734 | 1.29% |
| 19 | INTERCONTINENTAL EXCHANGE INC | 45866F104 | 96,284 | $16,609 | 1.28% |
| 20 | NETFLIX INC | NFLX | 17,619 | $16,430 | 1.27% |
| 21 | GOLDMAN SACHS ACTIVEBETA INTER | NVGLF | 434,058 | $15,474 | 1.20% |
| 22 | GE VERNOVA INC | GEV | 49,173 | $15,012 | 1.16% |
| 23 | JPMORGAN EQUITY PREMIUM INCOME | 46641Q332 | 260,028 | $14,858 | 1.15% |
| 24 | INTUIT INC | INTU | 23,896 | $14,672 | 1.13% |
| 25 | SPDR BLOOMBERG INVESTMENT GRAD | 78468R200 | 469,599 | $14,473 | 1.12% |
| 26 | ISHARES CORE MSCI EMERGING MAR | 46434G103 | 261,252 | $14,100 | 1.09% |
| 27 | BERKSHIRE HATHAWAY INC | BRK-A | 26,219 | $13,964 | 1.08% |
| 28 | ZOETIS INC | ZTS | 83,098 | $13,682 | 1.06% |
| 29 | BLACKSTONE INC | BX | 97,140 | $13,578 | 1.05% |
| 30 | MICRON TECHNOLOGY INC | MU | 154,927 | $13,462 | 1.04% |
| 31 | ROPER TECHNOLOGIES INC | ROP | 22,576 | $13,310 | 1.03% |
| 32 | VERISK ANALYTICS INC | VRSK | 44,137 | $13,136 | 1.02% |
| 33 | WELLTOWER INC | WELL | 81,630 | $12,507 | 0.97% |
| 34 | SPDR S&P 500 ETF TRUST | SPY | 21,814 | $12,202 | 0.94% |
| 35 | DANAHER CORP | 235851102 | 58,856 | $12,066 | 0.93% |
| 36 | SHERWIN-WILLIAMS CO/THE | SHW | 34,459 | $12,033 | 0.93% |
| 37 | PROCTER & GAMBLE CO/THE | 742718109 | 66,116 | $11,267 | 0.87% |
| 38 | REPUBLIC SERVICES INC | 760759100 | 46,131 | $11,171 | 0.86% |
| 39 | STRYKER CORP | SYK | 29,127 | $10,843 | 0.84% |
| 40 | NORTHROP GRUMMAN CORP | NOC | 20,856 | $10,678 | 0.83% |
| 41 | SCHWAB US SMALL-CAP ETF | 808524607 | 448,597 | $10,511 | 0.81% |
| 42 | BOOKING HOLDINGS INC | BKNG | 2,272 | $10,467 | 0.81% |
| 43 | CHIPOTLE MEXICAN GRILL INC | CMG | 206,316 | $10,359 | 0.80% |
| 44 | COSTCO WHOLESALE CORP | 22160K105 | 10,878 | $10,289 | 0.80% |
| 45 | ISHARES BIOTECHNOLOGY ETF | 464287556 | 78,382 | $10,025 | 0.77% |
| 46 | WALT DISNEY CO/THE | 254687106 | 98,043 | $9,677 | 0.75% |
| 47 | WASTE CONNECTIONS INC | WCN | 49,386 | $9,640 | 0.74% |
| 48 | FIRST TRUST NASDAQ CYBERSECURI | 33734X846 | 147,928 | $9,319 | 0.72% |
| 49 | MARVELL TECHNOLOGY INC | MRVL | 151,265 | $9,313 | 0.72% |
| 50 | SPDR PORTFOLIO INTERMEDIATE TE | 78464A375 | 275,173 | $9,147 | 0.71% |
| 51 | NVIDIA CORP | NVDA | 84,035 | $9,108 | 0.70% |
| 52 | JPMORGAN DIVERSIFIED RETURN US | 46641Q886 | 87,687 | $8,819 | 0.68% |
| 53 | VULCAN MATERIALS CO | 929160109 | 36,595 | $8,538 | 0.66% |
| 54 | ALPHABET INC | GOOG | 54,522 | $8,431 | 0.65% |
| 55 | JOHNSON & JOHNSON | JNJ | 48,045 | $7,968 | 0.62% |
| 56 | JPMORGAN DIVERSIFIED RETURN US | 46641Q845 | 182,293 | $7,946 | 0.61% |
| 57 | CONSTELLATION SOFTWARE INC/CAN | 21037X100 | 2,498 | $7,909 | 0.61% |
| 58 | ABBVIE INC | ABBV | 37,732 | $7,906 | 0.61% |
| 59 | PEPSICO INC | PEP | 51,059 | $7,656 | 0.59% |
| 60 | CURTISS-WRIGHT CORP | CW | 24,109 | $7,649 | 0.59% |
| 61 | SPDR PORTFOLIO AGGREGATE BOND | 78464A649 | 291,804 | $7,453 | 0.58% |
| 62 | MONSTER BEVERAGE CORP | MNST | 121,888 | $7,133 | 0.55% |
| 63 | LOCKHEED MARTIN CORP | LMT | 15,916 | $7,110 | 0.55% |
| 64 | EVERCORE INC | EVR | 34,977 | $6,986 | 0.54% |
| 65 | PALO ALTO NETWORKS INC | PANW | 39,007 | $6,656 | 0.51% |
| 66 | AUTODESK INC | ADSK | 24,842 | $6,504 | 0.50% |
| 67 | JPMORGAN ULTRA-SHORT MUNICIPAL | 46641Q654 | 122,142 | $6,211 | 0.48% |
| 68 | ISHARES CORE INTERNATIONAL AGG | 46435G672 | 122,989 | $6,148 | 0.48% |
| 69 | TJX COS INC/THE | 872540109 | 50,471 | $6,147 | 0.48% |
| 70 | WALMART INC | WMT | 68,547 | $6,018 | 0.47% |
| 71 | MCDONALD'S CORP | MCD | 18,788 | $5,869 | 0.45% |
| 72 | LVMH MOET HENNESSY LOUIS VUITT | 502441306 | 45,197 | $5,599 | 0.43% |
| 73 | AMERICAN TOWER CORP | 03027X100 | 22,634 | $4,925 | 0.38% |
| 74 | FIRST TRUST NORTH AMERICAN ENE | 33738D101 | 126,793 | $4,753 | 0.37% |
| 75 | UTILITIES SELECT SECTOR SPDR F | 81369Y886 | 58,943 | $4,648 | 0.36% |
| 76 | SCHWAB U.S. REIT ETF | 808524847 | 206,271 | $4,437 | 0.34% |
| 77 | GLOBAL X US PREFERRED ETF | 37954Y657 | 227,429 | $4,330 | 0.33% |
| 78 | CME GROUP INC | CME | 16,270 | $4,316 | 0.33% |
| 79 | HERSHEY CO/THE | HSY | 23,109 | $3,952 | 0.31% |
| 80 | EXXON MOBIL CORP | XOM | 32,878 | $3,910 | 0.30% |
| 81 | ELI LILLY & CO | LLY | 4,687 | $3,871 | 0.30% |
| 82 | ISHARES RUSSELL 2000 ETF | 464287655 | 19,385 | $3,867 | 0.30% |
| 83 | GRANITESHARES BLOOMBERG COMMOD | 38747R108 | 169,245 | $3,673 | 0.28% |
| 84 | WATSCO INC | WSO-B | 6,802 | $3,457 | 0.27% |
| 85 | AMPLIFY CYBERSECURITY ETF | 032108664 | 47,920 | $3,441 | 0.27% |
| 86 | CRH PLC | CRH | 38,818 | $3,415 | 0.26% |
| 87 | CINTAS CORP | CTAS | 16,002 | $3,289 | 0.25% |
| 88 | BROADRIDGE FINANCIAL SOLUTIONS | 11133T103 | 13,338 | $3,234 | 0.25% |
| 89 | MEDTRONIC PLC | MDT | 34,894 | $3,136 | 0.24% |
| 90 | GOLDMAN SACHS GROUP INC/THE | GSCE | 5,543 | $3,028 | 0.23% |
| 91 | INVESCO SENIOR LOAN ETF | IVZ | 145,741 | $3,017 | 0.23% |
| 92 | SPDR PORTFOLIO HIGH YIELD BOND | 78468R606 | 124,988 | $2,927 | 0.23% |
| 93 | DISCOVER FINANCIAL SERVICES | 254709108 | 17,064 | $2,913 | 0.23% |
| 94 | ROLLINS INC | ROL | 53,048 | $2,866 | 0.22% |
| 95 | ISHARES CORE S&P 500 ETF | 464287200 | 4,962 | $2,788 | 0.22% |
| 96 | ISHARES MSCI EAFE ETF | 464287465 | 31,951 | $2,611 | 0.20% |
| 97 | TECHNOLOGY SELECT SECTOR SPDR | 81369Y803 | 12,201 | $2,519 | 0.19% |
| 98 | AUTOMATIC DATA PROCESSING INC | ADP | 8,139 | $2,487 | 0.19% |
| 99 | SYSCO CORP | SYY | 31,008 | $2,327 | 0.18% |
| 100 | TE CONNECTIVITY PLC | TEL | 16,091 | $2,274 | 0.18% |
| 101 | EQUINIX INC | EQIX | 2,761 | $2,251 | 0.17% |
| 102 | NINTENDO CO LTD | NODK | 130,744 | $2,245 | 0.17% |
| 103 | DUPONT DE NEMOURS INC | DD | 28,961 | $2,163 | 0.17% |
| 104 | AMGEN INC | AMGN | 6,569 | $2,046 | 0.16% |
| 105 | VANGUARD FTSE DEVELOPED MARKET | 921943858 | 39,605 | $2,013 | 0.16% |
| 106 | ISHARES RUSSELL MID-CAP ETF | 464287499 | 23,042 | $1,960 | 0.15% |
| 107 | CORNING INC | GLW | 42,069 | $1,926 | 0.15% |
| 108 | ABBOTT LABORATORIES | ABLZF | 14,434 | $1,915 | 0.15% |
| 109 | SCHWAB U.S. LARGE-CAP GROWTH E | 808524300 | 74,896 | $1,875 | 0.14% |
| 110 | BANK OF AMERICA CORP | 060505104 | 44,384 | $1,852 | 0.14% |
| 111 | VANGUARD MID-CAP ETF | 922908629 | 6,234 | $1,612 | 0.12% |
| 112 | ADOBE INC | ADBE | 3,633 | $1,393 | 0.11% |
| 113 | SPDR S&P OIL & GAS EXPLORATION | 78468R556 | 10,412 | $1,371 | 0.11% |
| 114 | QUEST DIAGNOSTICS INC | DGX | 8,054 | $1,363 | 0.11% |
| 115 | VANGUARD FTSE ALL-WORLD EX-US | 922042775 | 21,744 | $1,319 | 0.10% |
| 116 | VANGUARD INFORMATION TECHNOLOG | 92204A702 | 2,395 | $1,299 | 0.10% |
| 117 | VANGUARD LARGE-CAP ETF | 922908637 | 4,912 | $1,263 | 0.10% |
| 118 | INVESCO QQQ TRUST SERIES 1 | IVZ | 2,666 | $1,250 | 0.10% |
| 119 | FINANCIAL SELECT SECTOR SPDR F | 81369Y605 | 24,238 | $1,207 | 0.09% |
| 120 | CISCO SYSTEMS INC | CSCO | 19,436 | $1,199 | 0.09% |
| 121 | ISHARES CORE TOTAL USD BOND MA | 46434V613 | 25,432 | $1,172 | 0.09% |
| 122 | COMMUNICATION SERVICES SELECT | 81369Y852 | 11,982 | $1,156 | 0.09% |
| 123 | VERISIGN INC | VRSN | 4,510 | $1,145 | 0.09% |
| 124 | ISHARES RUSSELL 1000 GROWTH ET | 464287614 | 3,138 | $1,133 | 0.09% |
| 125 | ISHARES RUSSELL 2000 GROWTH ET | 464287648 | 4,421 | $1,130 | 0.09% |
| 126 | VANGUARD TOTAL STOCK MARKET ET | 922908769 | 4,009 | $1,102 | 0.09% |
| 127 | COCA-COLA CO/THE | KO | 15,359 | $1,100 | 0.09% |
| 128 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 1,941 | $1,035 | 0.08% |
| 129 | SPDR DOW JONES INDUSTRIAL AVER | 78467X109 | 2,432 | $1,021 | 0.08% |
| 130 | SERVICENOW INC | NOW | 1,238 | $986 | 0.08% |
| 131 | ISHARES CORE S&P MID-CAP ETF | 464287507 | 16,627 | $970 | 0.07% |
| 132 | VANGUARD FTSE EMERGING MARKETS | 922042858 | 20,339 | $921 | 0.07% |
| 133 | AMPHENOL CORP | 032095101 | 13,494 | $885 | 0.07% |
| 134 | INTERNATIONAL BUSINESS MACHINE | INTR | 3,505 | $872 | 0.07% |
| 135 | VERTEX PHARMACEUTICALS INC | VRTX | 1,793 | $869 | 0.07% |
| 136 | ISHARES NATIONAL MUNI BOND ETF | 464288414 | 8,228 | $868 | 0.07% |
| 137 | GENERAL ELECTRIC CO | 369604301 | 4,269 | $855 | 0.07% |
| 138 | SPDR MSCI EMERGING MARKETS STR | 78463X426 | 14,662 | $846 | 0.07% |
| 139 | TEXAS INSTRUMENTS INC | 882508104 | 4,705 | $845 | 0.07% |
| 140 | ISHARES SELECT DIVIDEND ETF | 464287168 | 6,184 | $830 | 0.06% |
| 141 | SPDR S&P DIVIDEND ETF | 78464A763 | 6,085 | $826 | 0.06% |
| 142 | SPDR GOLD SHARES | GLD | 2,864 | $825 | 0.06% |
| 143 | CHUBB LTD | CB | 2,659 | $803 | 0.06% |
| 144 | BERKSHIRE HATHAWAY INC | BRK-A | 1 | $798 | 0.06% |
| 145 | WELLS FARGO & CO | 949746101 | 11,108 | $797 | 0.06% |
| 146 | ISHARES MSCI EMERGING MARKETS | 464287234 | 18,146 | $793 | 0.06% |
| 147 | UNION PACIFIC CORP | UNP | 3,349 | $791 | 0.06% |
| 148 | SCHWAB FUNDAMENTAL U.S. LARGE | 808524771 | 33,262 | $785 | 0.06% |
| 149 | ORACLE CORP | ORCL-PD | 5,451 | $762 | 0.06% |
| 150 | MONDELEZ INTERNATIONAL INC | 609207105 | 11,235 | $762 | 0.06% |
| 151 | MERCK & CO INC | MRK | 8,394 | $753 | 0.06% |
| 152 | LOWE'S COS INC | 548661107 | 3,167 | $739 | 0.06% |
| 153 | ACCENTURE PLC | ACN | 2,344 | $732 | 0.06% |
| 154 | ISHARES RUSSELL MID-CAP GROWTH | 464287481 | 6,226 | $731 | 0.06% |
| 155 | WESTINGHOUSE AIR BRAKE TECHNOL | 929740108 | 3,822 | $693 | 0.05% |
| 156 | SCHWAB US DIVIDEND EQUITY ETF | 808524797 | 24,369 | $681 | 0.05% |
| 157 | VANGUARD DIVIDEND APPRECIATION | 921908844 | 3,403 | $660 | 0.05% |
| 158 | WASTE MANAGEMENT INC | 94106L109 | 2,822 | $653 | 0.05% |
| 159 | YUM! BRANDS INC | YUM | 4,115 | $648 | 0.05% |
| 160 | 3M CO | MMM | 4,356 | $640 | 0.05% |
| 161 | ISHARES GOLD TRUST | IAU | 10,807 | $637 | 0.05% |
| 162 | SALESFORCE INC | CRM | 2,296 | $616 | 0.05% |
| 163 | CHEVRON CORP | CVX | 3,684 | $616 | 0.05% |
| 164 | RTX CORP | RTX | 4,474 | $593 | 0.05% |
| 165 | VANGUARD S&P 500 ETF | 922908363 | 1,138 | $585 | 0.05% |
| 166 | CATERPILLAR INC | CAT | 1,768 | $583 | 0.05% |
| 167 | AFLAC INC | AFL | 4,963 | $552 | 0.04% |
| 168 | CSX CORP | CSX | 18,484 | $544 | 0.04% |
| 169 | DEERE & CO | DE | 1,148 | $539 | 0.04% |
| 170 | COLGATE-PALMOLIVE CO | CL | 5,666 | $531 | 0.04% |
| 171 | GENERAL MILLS INC | 370334104 | 8,866 | $530 | 0.04% |
| 172 | ISHARES MSCI EAFE MIN VOL FACT | 46429B689 | 6,725 | $524 | 0.04% |
| 173 | SILVERCREST ASSET MANAGEMENT G | 828359109 | 31,650 | $518 | 0.04% |
| 174 | CIGNA GROUP/THE | 125523100 | 1,560 | $513 | 0.04% |
| 175 | AT&T INC | T-PC | 17,923 | $507 | 0.04% |
| 176 | TRANE TECHNOLOGIES PLC | TT | 1,504 | $507 | 0.04% |
| 177 | VANGUARD GROWTH ETF | 922908736 | 1,335 | $495 | 0.04% |
| 178 | VANGUARD FTSE ALL WORLD EX-US | 922042718 | 4,137 | $478 | 0.04% |
| 179 | SCHWAB FUNDAMENTAL INTERNATION | 808524755 | 13,209 | $477 | 0.04% |
| 180 | CHURCH & DWIGHT CO INC | CHD | 4,323 | $476 | 0.04% |
| 181 | TRAVELERS COS INC/THE | TRV | 1,776 | $470 | 0.04% |
| 182 | ARCHER-DANIELS-MIDLAND CO | ADM | 9,497 | $456 | 0.04% |
| 183 | ISHARES CORE S&P SMALL-CAP ETF | 464287804 | 4,300 | $450 | 0.03% |
| 184 | STARBUCKS CORP | SBUX | 4,549 | $446 | 0.03% |
| 185 | VANGUARD ESG US STOCK ETF | 921910733 | 4,530 | $444 | 0.03% |
| 186 | VALERO ENERGY CORP | VLO | 3,344 | $442 | 0.03% |
| 187 | WEC ENERGY GROUP INC | WEC | 4,006 | $437 | 0.03% |
| 188 | DARDEN RESTAURANTS INC | DRI | 2,081 | $432 | 0.03% |
| 189 | VANGUARD SMALL-CAP ETF | 922908751 | 1,942 | $431 | 0.03% |
| 190 | INTEL CORP | INTC | 18,865 | $428 | 0.03% |
| 191 | RLI CORP | RLI | 5,330 | $428 | 0.03% |
| 192 | HONEYWELL INTERNATIONAL INC | 438516106 | 2,018 | $427 | 0.03% |
| 193 | EOG RESOURCES INC | EOG | 3,286 | $421 | 0.03% |
| 194 | ISHARES MSCI GLOBAL MIN VOL FA | 464286525 | 3,600 | $419 | 0.03% |
| 195 | ISHARES S&P 500 VALUE ETF | 464287408 | 2,190 | $417 | 0.03% |
| 196 | VERIZON COMMUNICATIONS INC | VZ | 9,194 | $417 | 0.03% |
| 197 | ISHARES RUSSELL 2000 VALUE ETF | 464287630 | 2,765 | $417 | 0.03% |
| 198 | ISHARES CORE MSCI EAFE ETF | 46432F842 | 5,418 | $410 | 0.03% |
| 199 | GOLDMAN SACHS JUST US LARGE CA | NVGLF | 4,988 | $397 | 0.03% |
| 200 | O'REILLY AUTOMOTIVE INC | 67103H107 | 276 | $395 | 0.03% |
| 201 | SOUTHERN CO/THE | SOMN | 4,196 | $386 | 0.03% |
| 202 | ISHARES ESG AWARE MSCI EAFE ET | 46435G516 | 4,506 | $368 | 0.03% |
| 203 | GLOBAL X VIDEO GAMES & ESPORTS | 37954Y392 | 14,705 | $367 | 0.03% |
| 204 | ILLINOIS TOOL WORKS INC | 452308109 | 1,455 | $361 | 0.03% |
| 205 | SCHWAB FUNDAMENTAL U.S. SMALL | 808524763 | 13,103 | $359 | 0.03% |
| 206 | VANGUARD HEALTH CARE ETF | 92204A504 | 1,350 | $357 | 0.03% |
| 207 | ISHARES CORE S&P TOTAL U.S. ST | 464287150 | 2,891 | $353 | 0.03% |
| 208 | SPDR GOLD MINISHARES TRUST | GLDW | 5,628 | $348 | 0.03% |
| 209 | FORTIVE CORP | FTV | 4,615 | $338 | 0.03% |
| 210 | SCHWAB US BROAD MARKET ETF | 808524102 | 15,639 | $337 | 0.03% |
| 211 | ISHARES U.S. ENERGY ETF | 464287796 | 6,539 | $322 | 0.02% |
| 212 | VANGUARD VALUE ETF | 922908744 | 1,860 | $321 | 0.02% |
| 213 | CONSUMER STAPLES SELECT SECTOR | 81369Y308 | 3,908 | $319 | 0.02% |
| 214 | ISHARES RUSSELL MID-CAP VALUE | 464287473 | 2,447 | $308 | 0.02% |
| 215 | VANGUARD SMALL-CAP VALUE ETF | 922908611 | 1,627 | $303 | 0.02% |
| 216 | VANGUARD HIGH DIVIDEND YIELD E | 921946406 | 2,330 | $301 | 0.02% |
| 217 | PFIZER INC | PFE | 11,416 | $289 | 0.02% |
| 218 | SCHWAB EMERGING MARKETS EQUITY | 808524706 | 10,241 | $282 | 0.02% |
| 219 | BOEING CO/THE | BA-PA | 1,630 | $278 | 0.02% |
| 220 | YUM CHINA HOLDINGS INC | YUMC | 5,280 | $275 | 0.02% |
| 221 | FORD MOTOR CO | 345370860 | 27,135 | $272 | 0.02% |
| 222 | INVESCO S&P 500 EQUAL WEIGHT E | IVZ | 1,570 | $272 | 0.02% |
| 223 | T-MOBILE US INC | TMUSZ | 1,001 | $267 | 0.02% |
| 224 | SCHWAB U.S. MID-CAP ETF | 808524508 | 9,941 | $260 | 0.02% |
| 225 | JPMORGAN NASDAQ EQUITY PREMIUM | 46654Q203 | 4,715 | $244 | 0.02% |
| 226 | FIRST TRUST NASDAQ CLEAN EDGE | 33733E500 | 8,465 | $242 | 0.02% |
| 227 | MARSH & MCLENNAN COS INC | 571748102 | 975 | $238 | 0.02% |
| 228 | BECTON DICKINSON & CO | BDX | 1,000 | $229 | 0.02% |
| 229 | COMCAST CORP | CCZ | 6,052 | $223 | 0.02% |
| 230 | NUCOR CORP | NUE | 1,835 | $221 | 0.02% |
| 231 | PROSHARES TRUST S&P 500 EX-ENE | 74347B581 | 3,663 | $220 | 0.02% |
| 232 | INVESCO S&P 500 LOW VOLATILITY | IVZ | 2,933 | $219 | 0.02% |
| 233 | NIKE INC | NKE | 3,393 | $215 | 0.02% |
| 234 | SCHWAB U.S. LARGE-CAP VALUE ET | 808524409 | 7,920 | $211 | 0.02% |
| 235 | SHELL PLC | RYDAF | 2,825 | $207 | 0.02% |
| 236 | ISHARES CORE U.S. AGGREGATE BO | 464287226 | 2,085 | $206 | 0.02% |
| 237 | SPDR S&P 400 MID CAP VALUE ETF | 78464A839 | 2,648 | $204 | 0.02% |
| 238 | BOSTON SCIENTIFIC CORP | BSX | 2,024 | $204 | 0.02% |
| 239 | FIDELITY WISE ORIGIN BITCOIN F | FBTC | 2,825 | $203 | 0.02% |
| 240 | NXP SEMICONDUCTORS NV | NXPI | 1,062 | $202 | 0.02% |
| 241 | MATERIALS SELECT SECTOR SPDR F | 81369Y100 | 2,339 | $201 | 0.02% |
| 242 | INVESCO FINANCIAL PREFERRED ET | IVZ | 12,226 | $175 | 0.01% |
| 243 | CLIFTON MINING CO | 186904108 | 25,000 | $1 | 0.00% |