13F HOLDINGS REPORT
HALBERT HARGROVE GLOBAL ADVISORS, LLC
Quarter ended Q1 2025 · Filed April 18, 2025 · Accession 0001484205-25-000006
Total Value
$1.77B
Positions
682
Other Managers
0
Confidential Omitted
No
Holdings (500)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 498,733 | $280.2M | 15.83% |
| 2 | WISDOMTREE TR | WT | 6,018,612 | $272.7M | 15.41% |
| 3 | ISHARES TR | 46434V282 | 3,390,727 | $196.3M | 11.09% |
| 4 | SPDR SER TR | 78468R663 | 1,629,049 | $149.4M | 8.44% |
| 5 | ISHARES TR | 46432F842 | 1,826,096 | $138.1M | 7.80% |
| 6 | ISHARES INC | 46434G103 | 2,236,824 | $120.7M | 6.82% |
| 7 | WISDOMTREE TR | WT | 3,141,165 | $119.3M | 6.74% |
| 8 | ISHARES TR | 46434V274 | 3,182,108 | $98.1M | 5.54% |
| 9 | ISHARES TR | 464287465 | 1,198,109 | $97.9M | 5.53% |
| 10 | ISHARES TR | 464287655 | 353,170 | $70.5M | 3.98% |
| 11 | ISHARES TR | 464287234 | 1,226,171 | $53.6M | 3.03% |
| 12 | ISHARES TR | 464288273 | 420,890 | $26.7M | 1.51% |
| 13 | VANGUARD TAX-MANAGED FDS | 921943858 | 227,560 | $11.6M | 0.65% |
| 14 | ISHARES TR | 464288869 | 101,167 | $11.2M | 0.63% |
| 15 | VANGUARD SCOTTSDALE FDS | 92206C730 | 34,248 | $8.7M | 0.49% |
| 16 | PIMCO ETF TR | 72201R585 | 297,990 | $7.9M | 0.44% |
| 17 | PIMCO ETF TR | 72201R775 | 78,815 | $7.3M | 0.41% |
| 18 | J P MORGAN EXCHANGE TRADED F | 46641Q852 | 124,468 | $6.0M | 0.34% |
| 19 | ISHARES TR | 464287689 | 18,252 | $5.8M | 0.33% |
| 20 | ISHARES TR | 46435G425 | 46,010 | $5.6M | 0.32% |
| 21 | PIMCO ETF TR | 72201R833 | 52,625 | $5.3M | 0.30% |
| 22 | ISHARES TR | 464287622 | 16,178 | $5.0M | 0.28% |
| 23 | MICROSOFT CORP | MSFT | 10,466 | $3.9M | 0.22% |
| 24 | APPLE INC | AAPL | 16,047 | $3.6M | 0.20% |
| 25 | VANGUARD SCOTTSDALE FDS | 92206C664 | 40,615 | $3.3M | 0.19% |
| 26 | AIRBNB INC | ABNB | 26,504 | $3.2M | 0.18% |
| 27 | AIRBNB INC | ABNB | 26,500 | $3.2M | 0.18% |
| 28 | PARKER-HANNIFIN CORP | PH | 4,203 | $2.6M | 0.14% |
| 29 | INTUITIVE SURGICAL INC | ISRG | 4,861 | $2.4M | 0.14% |
| 30 | TRANE TECHNOLOGIES PLC | TT | 7,067 | $2.4M | 0.13% |
| 31 | APPLE INC | AAPL | 10,700 | $2.4M | 0.13% |
| 32 | TRANE TECHNOLOGIES PLC | TT | 7,000 | $2.4M | 0.13% |
| 33 | ISHARES TR | 46435G516 | 27,315 | $2.2M | 0.13% |
| 34 | INTUITIVE SURGICAL INC | ISRG | 3,300 | $1.6M | 0.09% |
| 35 | ELI LILLY & CO | LLY | 1,876 | $1.5M | 0.09% |
| 36 | ELI LILLY & CO | LLY | 1,700 | $1.4M | 0.08% |
| 37 | ALPHABET INC | GOOG | 8,415 | $1.3M | 0.07% |
| 38 | ISHARES INC | 46434G863 | 35,099 | $1.2M | 0.07% |
| 39 | ISHARES TR | 46436E759 | 17,473 | $1.2M | 0.07% |
| 40 | INVESCO QQQ TR | IVZ | 2,489 | $1.2M | 0.07% |
| 41 | WISDOMTREE TR | WT | 36,235 | $1.2M | 0.07% |
| 42 | ISHARES TR | 464288521 | 19,742 | $1.1M | 0.06% |
| 43 | ALPHABET INC | GOOG | 7,100 | $1.1M | 0.06% |
| 44 | ZIONS BANCORPORATION N A | 989701107 | 19,109 | $952,775 | 0.05% |
| 45 | VANGUARD WORLD FD | 921910733 | 9,201 | $901,212 | 0.05% |
| 46 | VANGUARD INTL EQUITY INDEX F | 922042718 | 7,746 | $895,475 | 0.05% |
| 47 | VANGUARD WELLINGTON FD | 921935607 | 6,849 | $865,100 | 0.05% |
| 48 | ALPHABET INC | GOOG | 5,523 | $862,923 | 0.05% |
| 49 | VANGUARD INDEX FDS | 922908363 | 1,666 | $856,416 | 0.05% |
| 50 | VANGUARD INTL EQUITY INDEX F | 922042858 | 17,244 | $780,472 | 0.04% |
| 51 | WISDOMTREE TR | WT | 21,153 | $634,999 | 0.04% |
| 52 | ALPHABET INC | GOOG | 4,000 | $624,920 | 0.04% |
| 53 | PIMCO ETF TR | 72201R718 | 6,223 | $597,265 | 0.03% |
| 54 | KELLANOVA | BEKE | 6,569 | $541,877 | 0.03% |
| 55 | ISHARES TR | 46435G532 | 7,340 | $531,307 | 0.03% |
| 56 | BALL CORP | BALL | 9,051 | $471,260 | 0.03% |
| 57 | ISHARES TR | 464287226 | 4,675 | $462,440 | 0.03% |
| 58 | ISHARES TR | 464287614 | 1,209 | $436,601 | 0.02% |
| 59 | TESLA INC | TSLA | 1,598 | $414,149 | 0.02% |
| 60 | SPDR S&P 500 ETF TR | SPY | 694 | $388,206 | 0.02% |
| 61 | UNITY SOFTWARE INC | U | 18,925 | $370,741 | 0.02% |
| 62 | UNITY SOFTWARE INC | U | 18,700 | $366,333 | 0.02% |
| 63 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 6,904 | $349,555 | 0.02% |
| 64 | VANGUARD INDEX FDS | 922908736 | 901 | $334,139 | 0.02% |
| 65 | SNOWFLAKE INC | SNOW | 2,253 | $329,255 | 0.02% |
| 66 | INGERSOLL RAND INC | IR | 4,067 | $325,483 | 0.02% |
| 67 | SELECT SECTOR SPDR TR | 81369Y407 | 1,623 | $320,455 | 0.02% |
| 68 | INGERSOLL RAND INC | IR | 4,000 | $320,120 | 0.02% |
| 69 | WISDOMTREE TR | WT | 6,964 | $305,698 | 0.02% |
| 70 | ISHARES TR | 46434V464 | 1,554 | $297,030 | 0.02% |
| 71 | SNOWFLAKE INC | SNOW | 2,000 | $292,320 | 0.02% |
| 72 | WALGREENS BOOTS ALLIANCE INC | 931427108 | 25,541 | $285,293 | 0.02% |
| 73 | ISHARES TR | 464289859 | 3,641 | $278,533 | 0.02% |
| 74 | MICROSOFT CORP | MSFT | 700 | $262,773 | 0.01% |
| 75 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 3,418 | $261,509 | 0.01% |
| 76 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 3,400 | $260,100 | 0.01% |
| 77 | WISDOMTREE TR | WT | 5,073 | $255,304 | 0.01% |
| 78 | WALMART INC | WMT | 2,776 | $243,706 | 0.01% |
| 79 | SELECT SECTOR SPDR TR | 81369Y704 | 1,788 | $234,376 | 0.01% |
| 80 | WISDOMTREE TR | WT | 8,323 | $225,550 | 0.01% |
| 81 | VANGUARD INDEX FDS | 922908769 | 773 | $212,526 | 0.01% |
| 82 | VANGUARD INDEX FDS | 922908751 | 952 | $211,066 | 0.01% |
| 83 | META PLATFORMS INC | META | 360 | $207,500 | 0.01% |
| 84 | VANGUARD WORLD FD | 921910725 | 3,483 | $205,430 | 0.01% |
| 85 | WISDOMTREE TR | WT | 2,523 | $201,487 | 0.01% |
| 86 | ISHARES TR | 464287150 | 1,615 | $197,093 | 0.01% |
| 87 | ISHARES INC | 46434G764 | 3,455 | $190,336 | 0.01% |
| 88 | WISDOMTREE TR | WT | 5,372 | $174,322 | 0.01% |
| 89 | SCHWAB STRATEGIC TR | 808524805 | 8,699 | $172,065 | 0.01% |
| 90 | WISDOMTREE TR | WT | 8,990 | $170,802 | 0.01% |
| 91 | ISHARES TR | 46435U663 | 4,390 | $168,639 | 0.01% |
| 92 | VANGUARD SCOTTSDALE FDS | 92206C870 | 2,051 | $167,679 | 0.01% |
| 93 | ISHARES TR | 464287119 | 2,021 | $163,654 | 0.01% |
| 94 | VANGUARD WHITEHALL FDS | 921946406 | 1,258 | $162,215 | 0.01% |
| 95 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 283 | $150,710 | 0.01% |
| 96 | VISA INC | V | 426 | $149,296 | 0.01% |
| 97 | VANGUARD STAR FDS | 921909768 | 2,296 | $142,582 | 0.01% |
| 98 | ISHARES TR | 46435G193 | 6,118 | $141,082 | 0.01% |
| 99 | VANGUARD INDEX FDS | 922908611 | 718 | $133,685 | 0.01% |
| 100 | VANGUARD INDEX FDS | 922908553 | 1,462 | $132,409 | 0.01% |
| 101 | BANK AMERICA CORP | 060505104 | 3,167 | $132,151 | 0.01% |
| 102 | HANCOCK JOHN PFD INCOME FD | 41013W108 | 7,620 | $126,416 | 0.01% |
| 103 | LI AUTO INC | LAAOF | 5,000 | $126,000 | 0.01% |
| 104 | ARK ETF TR | 00214Q708 | 3,688 | $122,663 | 0.01% |
| 105 | SCHWAB STRATEGIC TR | 808524300 | 4,880 | $122,196 | 0.01% |
| 106 | SCHWAB STRATEGIC TR | 808524102 | 5,664 | $121,946 | 0.01% |
| 107 | SPDR SER TR | 78464A763 | 898 | $121,840 | 0.01% |
| 108 | ISHARES TR | 464287507 | 2,081 | $121,412 | 0.01% |
| 109 | COSTCO WHSL CORP NEW | 22160K105 | 128 | $120,994 | 0.01% |
| 110 | ISHARES TR | 464288448 | 3,900 | $120,978 | 0.01% |
| 111 | ISHARES TR | 464289867 | 1,961 | $112,883 | 0.01% |
| 112 | VANGUARD BD INDEX FDS | 921937835 | 1,520 | $111,644 | 0.01% |
| 113 | ISHARES TR | 46432F339 | 619 | $105,821 | 0.01% |
| 114 | AMPLIFY ETF TR | 032108607 | 2,787 | $102,785 | 0.01% |
| 115 | VANGUARD INDEX FDS | 922908744 | 592 | $102,254 | 0.01% |
| 116 | WISDOMTREE TR | WT | 1,008 | $99,954 | 0.01% |
| 117 | ISHARES TR | 464287804 | 930 | $97,251 | 0.01% |
| 118 | SCHWAB STRATEGIC TR | 808524201 | 4,328 | $95,556 | 0.01% |
| 119 | SCHWAB STRATEGIC TR | 808524722 | 3,510 | $94,493 | 0.01% |
| 120 | VANGUARD WORLD FD | 92204A702 | 171 | $92,867 | 0.01% |
| 121 | CALAMOS CONV OPPORTUNITIES & | 128117108 | 9,450 | $90,626 | 0.01% |
| 122 | SCHWAB STRATEGIC TR | 808524797 | 2,984 | $83,419 | 0.00% |
| 123 | NVIDIA CORPORATION | NVDA | 761 | $82,465 | 0.00% |
| 124 | ISHARES BITCOIN TRUST ETF | IBIT | 1,735 | $81,216 | 0.00% |
| 125 | EATON VANCE TAX-MANAGED GLOB | ETN | 9,900 | $80,586 | 0.00% |
| 126 | ISHARES TR | 464288489 | 4,065 | $80,210 | 0.00% |
| 127 | PROSHARES TR | 74348A467 | 784 | $80,110 | 0.00% |
| 128 | AMAZON COM INC | AMZN | 417 | $79,283 | 0.00% |
| 129 | ISHARES TR | 464287598 | 419 | $78,804 | 0.00% |
| 130 | JPMORGAN CHASE & CO. | VYLD | 319 | $78,162 | 0.00% |
| 131 | ABRDN INCOME CREDIT STRATEGI | ACP-PA | 12,935 | $76,188 | 0.00% |
| 132 | WISDOMTREE TR | WT | 1,760 | $74,061 | 0.00% |
| 133 | FIRST TR EXCHANGE TRADED FD | 33738R506 | 1,258 | $73,644 | 0.00% |
| 134 | SPDR GOLD TR | GLD | 242 | $69,730 | 0.00% |
| 135 | FRANKLIN TEMPLETON ETF TR | FGDL | 2,554 | $68,963 | 0.00% |
| 136 | HOME DEPOT INC | HD | 188 | $68,901 | 0.00% |
| 137 | ISHARES TR | 464288109 | 835 | $68,031 | 0.00% |
| 138 | HARTFORD INSURANCE GROUP INC | HIG-PG | 548 | $67,805 | 0.00% |
| 139 | PACER FDS TR | 69374H881 | 1,165 | $63,796 | 0.00% |
| 140 | VANGUARD INDEX FDS | 922908595 | 251 | $63,104 | 0.00% |
| 141 | BROADCOM INC | AVGO | 377 | $63,046 | 0.00% |
| 142 | MEDALIST DIVERSIFIED REIT IN | MDRR | 5,000 | $62,654 | 0.00% |
| 143 | SELECT SECTOR SPDR TR | 81369Y803 | 293 | $60,499 | 0.00% |
| 144 | ISHARES TR | 46435G326 | 852 | $58,695 | 0.00% |
| 145 | VANGUARD WORLD FD | 92204A108 | 174 | $56,515 | 0.00% |
| 146 | PROSHARES TR | 74347G606 | 769 | $56,022 | 0.00% |
| 147 | ISHARES TR | 46434V738 | 911 | $54,797 | 0.00% |
| 148 | DEERE & CO | DE | 116 | $54,652 | 0.00% |
| 149 | UNITEDHEALTH GROUP INC | UNH | 104 | $54,392 | 0.00% |
| 150 | MASTERCARD INCORPORATED | MA | 95 | $52,143 | 0.00% |
| 151 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 124 | $52,082 | 0.00% |
| 152 | GLOBAL X FDS | 37954Y814 | 1,872 | $51,593 | 0.00% |
| 153 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 310 | $51,413 | 0.00% |
| 154 | VANGUARD WORLD FD | 921910816 | 160 | $49,421 | 0.00% |
| 155 | NEW JERSEY RES CORP | NJR | 900 | $44,154 | 0.00% |
| 156 | ORACLE CORP | ORCL-PD | 309 | $43,167 | 0.00% |
| 157 | WASTE MGMT INC DEL | 94106L109 | 181 | $41,904 | 0.00% |
| 158 | WISDOMTREE TR | WT | 924 | $40,102 | 0.00% |
| 159 | NOVO-NORDISK A S | NONOF | 561 | $38,962 | 0.00% |
| 160 | ISHARES TR | 464287291 | 514 | $38,931 | 0.00% |
| 161 | YUM BRANDS INC | YUM | 247 | $38,829 | 0.00% |
| 162 | GLOBAL X FDS | 37954Y434 | 4,846 | $38,528 | 0.00% |
| 163 | EXXON MOBIL CORP | XOM | 319 | $37,959 | 0.00% |
| 164 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 524 | $37,713 | 0.00% |
| 165 | ISHARES TR | 464288307 | 497 | $35,526 | 0.00% |
| 166 | SPDR SER TR | 78464A854 | 532 | $34,985 | 0.00% |
| 167 | SALESFORCE INC | CRM | 130 | $34,925 | 0.00% |
| 168 | LAS VEGAS SANDS CORP | LVS | 869 | $33,570 | 0.00% |
| 169 | VANECK ETF TRUST | 92189F676 | 157 | $33,283 | 0.00% |
| 170 | ISHARES TR | 46432F396 | 161 | $32,543 | 0.00% |
| 171 | CLOROX CO DEL | CLX | 221 | $32,543 | 0.00% |
| 172 | ISHARES TR | 464288356 | 551 | $31,010 | 0.00% |
| 173 | ASML HOLDING N V | ASMLF | 46 | $30,407 | 0.00% |
| 174 | ADVANCED MICRO DEVICES INC | AMD | 291 | $29,898 | 0.00% |
| 175 | CATERPILLAR INC | CAT | 86 | $28,496 | 0.00% |
| 176 | LOEWS CORP | L | 307 | $28,217 | 0.00% |
| 177 | ISHARES TR | 464287515 | 315 | $28,032 | 0.00% |
| 178 | WK KELLOGG CO | 92942W107 | 1,377 | $27,444 | 0.00% |
| 179 | ISHARES TR | 46432F834 | 390 | $27,226 | 0.00% |
| 180 | MERCK & CO INC | MRK | 279 | $25,044 | 0.00% |
| 181 | NETFLIX INC | NFLX | 26 | $24,517 | 0.00% |
| 182 | INVESCO EXCHANGE TRADED FD T | IVZ | 520 | $23,931 | 0.00% |
| 183 | MONDELEZ INTL INC | 609207105 | 348 | $23,609 | 0.00% |
| 184 | CHEVRON CORP NEW | CVX | 140 | $23,503 | 0.00% |
| 185 | ISHARES TR | 464287788 | 206 | $23,248 | 0.00% |
| 186 | ABBVIE INC | ABBV | 111 | $23,190 | 0.00% |
| 187 | TJX COS INC NEW | 872540109 | 190 | $23,142 | 0.00% |
| 188 | FIRST TRUST LRGCP GWT ALPHAD | 33735K108 | 174 | $22,864 | 0.00% |
| 189 | NIO INC | NIOIF | 5,934 | $22,609 | 0.00% |
| 190 | ISHARES TR | 464287705 | 188 | $22,510 | 0.00% |
| 191 | THERMO FISHER SCIENTIFIC INC | TMO | 45 | $22,392 | 0.00% |
| 192 | VANGUARD INTL EQUITY INDEX F | 922042676 | 542 | $21,930 | 0.00% |
| 193 | VANGUARD INTL EQUITY INDEX F | 922042742 | 189 | $21,915 | 0.00% |
| 194 | INTUIT | INTU | 35 | $21,548 | 0.00% |
| 195 | IRON MTN INC DEL | 46284V101 | 250 | $21,510 | 0.00% |
| 196 | SCHWAB STRATEGIC TR | 808524607 | 918 | $21,509 | 0.00% |
| 197 | FREEPORT-MCMORAN INC | FCX | 564 | $21,368 | 0.00% |
| 198 | ISHARES GOLD TR | IAU | 359 | $21,167 | 0.00% |
| 199 | ACM RESH INC | 00108J109 | 900 | $21,006 | 0.00% |
| 200 | LAM RESEARCH CORP | LRCX | 288 | $20,945 | 0.00% |
| 201 | VANGUARD SCOTTSDALE FDS | 92206C706 | 343 | $20,375 | 0.00% |
| 202 | TOTALENERGIES SE | TTE | 314 | $20,313 | 0.00% |
| 203 | COCA COLA CO | KO | 280 | $20,038 | 0.00% |
| 204 | VANGUARD BD INDEX FDS | 92203C303 | 397 | $19,815 | 0.00% |
| 205 | BLACKSTONE INC | BX | 140 | $19,563 | 0.00% |
| 206 | HONEYWELL INTL INC | 438516106 | 90 | $19,058 | 0.00% |
| 207 | ISHARES TR | 464287341 | 429 | $18,049 | 0.00% |
| 208 | SPDR INDEX SHS FDS | 78463X202 | 325 | $17,684 | 0.00% |
| 209 | VANGUARD INDEX FDS | 922908629 | 66 | $17,164 | 0.00% |
| 210 | SCHWAB STRATEGIC TR | 808524508 | 651 | $17,057 | 0.00% |
| 211 | XPO INC | XPO | 158 | $16,998 | 0.00% |
| 212 | NUVEEN CR STRATEGIES INCOME | NU | 3,000 | $16,140 | 0.00% |
| 213 | SPDR INDEX SHS FDS | 78463X434 | 204 | $16,108 | 0.00% |
| 214 | GILEAD SCIENCES INC | GILD | 144 | $16,086 | 0.00% |
| 215 | WOODWARD INC | WWD | 84 | $15,387 | 0.00% |
| 216 | INVESCO EXCHANGE TRADED FD T | IVZ | 87 | $15,072 | 0.00% |
| 217 | VANGUARD BD INDEX FDS | 921937827 | 185 | $14,482 | 0.00% |
| 218 | VANGUARD ADMIRAL FDS INC | 921932505 | 43 | $14,383 | 0.00% |
| 219 | ISHARES TR | 464287408 | 75 | $14,294 | 0.00% |
| 220 | MARATHON PETE CORP | MARA | 98 | $14,278 | 0.00% |
| 221 | ISHARES TR | 464287473 | 113 | $14,235 | 0.00% |
| 222 | BOOKING HOLDINGS INC | BKNG | 3 | $13,867 | 0.00% |
| 223 | JOHNSON & JOHNSON | JNJ | 81 | $13,437 | 0.00% |
| 224 | SHELL PLC | RYDAF | 176 | $12,924 | 0.00% |
| 225 | AMERICAN WTR WKS CO INC NEW | 030420103 | 87 | $12,907 | 0.00% |
| 226 | ADOBE INC | ADBE | 34 | $12,899 | 0.00% |
| 227 | VANGUARD SCOTTSDALE FDS | 92206C847 | 219 | $12,617 | 0.00% |
| 228 | VANGUARD INDEX FDS | 922908652 | 73 | $12,575 | 0.00% |
| 229 | ABBOTT LABS | ABLZF | 92 | $12,204 | 0.00% |
| 230 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 192 | $12,096 | 0.00% |
| 231 | PROCTER AND GAMBLE CO | 742718109 | 70 | $11,995 | 0.00% |
| 232 | YUM CHINA HLDGS INC | YUMC | 221 | $11,506 | 0.00% |
| 233 | ISHARES TR | 464287325 | 124 | $11,309 | 0.00% |
| 234 | PEPSICO INC | PEP | 75 | $11,246 | 0.00% |
| 235 | MORGAN STANLEY | MS-PQ | 95 | $11,100 | 0.00% |
| 236 | AMERICAN CENTY ETF TR | 025072877 | 127 | $11,071 | 0.00% |
| 237 | CISCO SYS INC | CSCO | 178 | $10,985 | 0.00% |
| 238 | VANGUARD WORLD FD | 92204A876 | 64 | $10,932 | 0.00% |
| 239 | US BANCORP DEL | USB-PS | 259 | $10,920 | 0.00% |
| 240 | RTX CORPORATION | RTX | 81 | $10,790 | 0.00% |
| 241 | VANGUARD WORLD FD | 92204A405 | 89 | $10,633 | 0.00% |
| 242 | TEXAS INSTRS INC | 882508104 | 59 | $10,603 | 0.00% |
| 243 | ISHARES TR | 464288794 | 74 | $10,369 | 0.00% |
| 244 | VANGUARD WORLD FD | 92204A884 | 69 | $10,239 | 0.00% |
| 245 | AMGEN INC | AMGN | 33 | $10,232 | 0.00% |
| 246 | WILLIAMS COS INC | 969457100 | 171 | $10,219 | 0.00% |
| 247 | FIRST TR EXCHANGE-TRADED FD | 33733E302 | 46 | $10,219 | 0.00% |
| 248 | INVESCO EXCH TRADED FD TR II | IVZ | 178 | $9,972 | 0.00% |
| 249 | ACCENTURE PLC IRELAND | ACN | 32 | $9,892 | 0.00% |
| 250 | APPLIED MATLS INC | 038222105 | 68 | $9,869 | 0.00% |
| 251 | PAYCHEX INC | PAYX | 63 | $9,720 | 0.00% |
| 252 | INVESCO EXCHANGE TRADED FD T | IVZ | 220 | $9,709 | 0.00% |
| 253 | VANGUARD WORLD FD | 92204A207 | 44 | $9,629 | 0.00% |
| 254 | AGNICO EAGLE MINES LTD | AEM | 87 | $9,432 | 0.00% |
| 255 | VANECK ETF TRUST | 92189H409 | 184 | $9,408 | 0.00% |
| 256 | VANGUARD WORLD FD | 92204A603 | 38 | $9,407 | 0.00% |
| 257 | VANGUARD WORLD FD | 92204A306 | 72 | $9,340 | 0.00% |
| 258 | VERIZON COMMUNICATIONS INC | VZ | 206 | $9,322 | 0.00% |
| 259 | NEXTERA ENERGY INC | NEE-PW | 129 | $9,145 | 0.00% |
| 260 | PROGRESSIVE CORP | 743315103 | 32 | $9,057 | 0.00% |
| 261 | PHILIP MORRIS INTL INC | 718172109 | 56 | $8,889 | 0.00% |
| 262 | GE AEROSPACE | 369604301 | 44 | $8,782 | 0.00% |
| 263 | VANGUARD WORLD FD | 92204A504 | 33 | $8,737 | 0.00% |
| 264 | VANGUARD WORLD FD | 92204A801 | 46 | $8,686 | 0.00% |
| 265 | AMERICAN FINL GROUP INC OHIO | 025932104 | 65 | $8,527 | 0.00% |
| 266 | LOCKHEED MARTIN CORP | LMT | 19 | $8,488 | 0.00% |
| 267 | SANOFI | SNYNF | 152 | $8,430 | 0.00% |
| 268 | CROWDSTRIKE HLDGS INC | CRWD | 24 | $8,353 | 0.00% |
| 269 | DUKE ENERGY CORP NEW | DUKB | 67 | $8,172 | 0.00% |
| 270 | QUALCOMM INC | QCOM | 53 | $8,142 | 0.00% |
| 271 | AMERICAN EXPRESS CO | AXP | 30 | $8,072 | 0.00% |
| 272 | FIDELITY COVINGTON TRUST | 31609A305 | 253 | $7,980 | 0.00% |
| 273 | WELLS FARGO CO NEW | 949746101 | 111 | $7,938 | 0.00% |
| 274 | LINDE PLC | LIN | 17 | $7,916 | 0.00% |
| 275 | STRYKER CORPORATION | SYK | 21 | $7,818 | 0.00% |
| 276 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 128 | $7,791 | 0.00% |
| 277 | CARRIER GLOBAL CORPORATION | CARR | 120 | $7,608 | 0.00% |
| 278 | DISNEY WALT CO | 254687106 | 76 | $7,463 | 0.00% |
| 279 | SOUTHERN CO | SOMN | 77 | $7,046 | 0.00% |
| 280 | VANGUARD CHARLOTTE FDS | 92203J407 | 144 | $7,031 | 0.00% |
| 281 | PACCAR INC | PCAR | 72 | $7,011 | 0.00% |
| 282 | DANAHER CORPORATION | 235851102 | 34 | $6,970 | 0.00% |
| 283 | CONOCOPHILLIPS | COP | 64 | $6,722 | 0.00% |
| 284 | ISHARES TR | 464287309 | 71 | $6,591 | 0.00% |
| 285 | SPDR SER TR | 78464A714 | 95 | $6,564 | 0.00% |
| 286 | VANGUARD SCOTTSDALE FDS | 92206C680 | 70 | $6,521 | 0.00% |
| 287 | NATIONAL GRID PLC | NMPWP | 95 | $6,261 | 0.00% |
| 288 | ENBRIDGE INC | ENNPF | 141 | $6,248 | 0.00% |
| 289 | PNC FINL SVCS GROUP INC | 693475105 | 35 | $6,152 | 0.00% |
| 290 | OREILLY AUTOMOTIVE INC | 67103H107 | 4 | $6,146 | 0.00% |
| 291 | ISHARES TR | 464288810 | 102 | $6,140 | 0.00% |
| 292 | S&P GLOBAL INC | SPGI | 12 | $6,098 | 0.00% |
| 293 | ECOLAB INC | ECL | 24 | $6,085 | 0.00% |
| 294 | GOLDMAN SACHS GROUP INC | GSCE | 11 | $6,010 | 0.00% |
| 295 | GRAINGER W W INC | 384802104 | 6 | $5,927 | 0.00% |
| 296 | SCHWAB STRATEGIC TR | 808524409 | 222 | $5,901 | 0.00% |
| 297 | AIR PRODS & CHEMS INC | AIIR | 20 | $5,899 | 0.00% |
| 298 | BANCO SANTANDER S.A. | BCDRF | 879 | $5,890 | 0.00% |
| 299 | ISHARES TR | 464289180 | 205 | $5,841 | 0.00% |
| 300 | XCEL ENERGY INC | XELLL | 79 | $5,593 | 0.00% |
| 301 | AT&T INC | T-PC | 195 | $5,511 | 0.00% |
| 302 | VANGUARD MUN BD FDS | 922907746 | 111 | $5,508 | 0.00% |
| 303 | PROLOGIS INC. | PLDGP | 48 | $5,366 | 0.00% |
| 304 | DUPONT DE NEMOURS INC | DD | 71 | $5,303 | 0.00% |
| 305 | SHERWIN WILLIAMS CO | SHW | 15 | $5,238 | 0.00% |
| 306 | STARBUCKS CORP | SBUX | 53 | $5,179 | 0.00% |
| 307 | DIAMONDBACK ENERGY INC | FANG | 32 | $5,117 | 0.00% |
| 308 | ISHARES TR | 464289875 | 116 | $5,106 | 0.00% |
| 309 | T-MOBILE US INC | TMUSZ | 19 | $5,068 | 0.00% |
| 310 | CHIPOTLE MEXICAN GRILL INC | CMG | 100 | $5,021 | 0.00% |
| 311 | UNION PAC CORP | UNP | 21 | $4,962 | 0.00% |
| 312 | REALTY INCOME CORP | O | 85 | $4,927 | 0.00% |
| 313 | TRUIST FINL CORP | 89832Q109 | 120 | $4,919 | 0.00% |
| 314 | KENVUE INC | KVUE | 204 | $4,902 | 0.00% |
| 315 | BOEING CO | BA-PA | 28 | $4,765 | 0.00% |
| 316 | CSX CORP | CSX | 159 | $4,680 | 0.00% |
| 317 | SOUTHWEST AIRLS CO | 844741108 | 138 | $4,647 | 0.00% |
| 318 | GARTNER INC | IT | 11 | $4,618 | 0.00% |
| 319 | NUCOR CORP | NUE | 38 | $4,573 | 0.00% |
| 320 | ILLINOIS TOOL WKS INC | 452308109 | 18 | $4,465 | 0.00% |
| 321 | UNITED PARCEL SERVICE INC | UPS | 40 | $4,447 | 0.00% |
| 322 | COLGATE PALMOLIVE CO | CL | 47 | $4,410 | 0.00% |
| 323 | MOODYS CORP | MCO | 9 | $4,350 | 0.00% |
| 324 | PFIZER INC | PFE | 172 | $4,350 | 0.00% |
| 325 | UBER TECHNOLOGIES INC | UBER | 59 | $4,332 | 0.00% |
| 326 | HUNTINGTON BANCSHARES INC | HBANP | 283 | $4,248 | 0.00% |
| 327 | AUTOZONE INC | AZO | 1 | $4,233 | 0.00% |
| 328 | NEWMONT CORP | NEMCL | 87 | $4,201 | 0.00% |
| 329 | SCHLUMBERGER LTD | SLB | 99 | $4,139 | 0.00% |
| 330 | ISHARES TR | 464288885 | 41 | $4,100 | 0.00% |
| 331 | ING GROEP N.V. | INGVF | 209 | $4,095 | 0.00% |
| 332 | AMERICAN ELEC PWR CO INC | 025537101 | 37 | $4,043 | 0.00% |
| 333 | WEC ENERGY GROUP INC | WEC | 37 | $4,033 | 0.00% |
| 334 | TC ENERGY CORP | TRPRF | 82 | $3,872 | 0.00% |
| 335 | ENTERGY CORP NEW | ENO | 45 | $3,848 | 0.00% |
| 336 | EATON CORP PLC | ETN | 14 | $3,806 | 0.00% |
| 337 | HONDA MOTOR LTD | HNDAF | 140 | $3,793 | 0.00% |
| 338 | BLACKROCK INC | BLK | 4 | $3,786 | 0.00% |
| 339 | ISHARES TR | 464288695 | 46 | $3,760 | 0.00% |
| 340 | LYONDELLBASELL INDUSTRIES N | LYB | 52 | $3,661 | 0.00% |
| 341 | THE CIGNA GROUP | 125523100 | 11 | $3,619 | 0.00% |
| 342 | INVESCO ACTVELY MNGD ETC FD | IVZ | 250 | $3,408 | 0.00% |
| 343 | SYSCO CORP | SYY | 45 | $3,377 | 0.00% |
| 344 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 36 | $3,348 | 0.00% |
| 345 | BANK MONTREAL QUE | 063671101 | 35 | $3,343 | 0.00% |
| 346 | EDWARDS LIFESCIENCES CORP | EW | 46 | $3,335 | 0.00% |
| 347 | PG&E CORP | PCG-PX | 193 | $3,324 | 0.00% |
| 348 | ZOETIS INC | ZTS | 20 | $3,293 | 0.00% |
| 349 | FORTINET INC | FTNT | 34 | $3,265 | 0.00% |
| 350 | GE VERNOVA INC | GEV | 10 | $3,200 | 0.00% |
| 351 | HCA HEALTHCARE INC | HCA | 9 | $3,110 | 0.00% |
| 352 | FASTENAL CO | FAST | 40 | $3,102 | 0.00% |
| 353 | ROYAL CARIBBEAN GROUP | V7780T103 | 15 | $3,082 | 0.00% |
| 354 | MONSTER BEVERAGE CORP NEW | MNST | 52 | $3,044 | 0.00% |
| 355 | PRUDENTIAL FINL INC | PUKPF | 27 | $3,016 | 0.00% |
| 356 | L3HARRIS TECHNOLOGIES INC | LHX | 14 | $2,931 | 0.00% |
| 357 | HOWMET AEROSPACE INC | HWM | 23 | $2,924 | 0.00% |
| 358 | ROPER TECHNOLOGIES INC | ROP | 5 | $2,884 | 0.00% |
| 359 | PPL CORP | PPLC | 80 | $2,883 | 0.00% |
| 360 | LOWES COS INC | 548661107 | 12 | $2,858 | 0.00% |
| 361 | MASCO CORP | MAS | 41 | $2,852 | 0.00% |
| 362 | ARCHER DANIELS MIDLAND CO | ADM | 59 | $2,821 | 0.00% |
| 363 | AMERICAN TOWER CORP NEW | 03027X100 | 13 | $2,812 | 0.00% |
| 364 | NORTHROP GRUMMAN CORP | NOC | 5 | $2,781 | 0.00% |
| 365 | BJS WHSL CLUB HLDGS INC | 05550J101 | 24 | $2,739 | 0.00% |
| 366 | EASTMAN CHEM CO | EMN | 31 | $2,732 | 0.00% |
| 367 | SERVICENOW INC | NOW | 3 | $2,730 | 0.00% |
| 368 | BAKER HUGHES COMPANY | BKR | 62 | $2,725 | 0.00% |
| 369 | MCKESSON CORP | MCK | 4 | $2,692 | 0.00% |
| 370 | DIMENSIONAL ETF TRUST | 25434V740 | 99 | $2,680 | 0.00% |
| 371 | VERISK ANALYTICS INC | VRSK | 9 | $2,679 | 0.00% |
| 372 | CME GROUP INC | CME | 10 | $2,653 | 0.00% |
| 373 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 16 | $2,650 | 0.00% |
| 374 | CONSTELLATION ENERGY CORP | CEG | 13 | $2,642 | 0.00% |
| 375 | UNITED RENTALS INC | URI | 4 | $2,620 | 0.00% |
| 376 | BP PLC | BPPFF | 76 | $2,568 | 0.00% |
| 377 | POOL CORP | POOL | 8 | $2,547 | 0.00% |
| 378 | REGENERON PHARMACEUTICALS | REGN | 4 | $2,537 | 0.00% |
| 379 | ISHARES TR | 464287879 | 26 | $2,535 | 0.00% |
| 380 | DIAGEO PLC | DGEAF | 24 | $2,515 | 0.00% |
| 381 | MARSH & MCLENNAN COS INC | 571748102 | 10 | $2,514 | 0.00% |
| 382 | COMCAST CORP NEW | CCZ | 68 | $2,504 | 0.00% |
| 383 | PAYPAL HLDGS INC | PYPL | 38 | $2,459 | 0.00% |
| 384 | INTERNATIONAL BUSINESS MACHS | INTR | 10 | $2,456 | 0.00% |
| 385 | EQUINIX INC | EQIX | 3 | $2,447 | 0.00% |
| 386 | SOUTHERN COPPER CORP | SCCO | 26 | $2,430 | 0.00% |
| 387 | GALLAGHER ARTHUR J & CO | 363576109 | 7 | $2,417 | 0.00% |
| 388 | NIKE INC | NKE | 38 | $2,413 | 0.00% |
| 389 | SERVICE CORP INTL | 817565104 | 30 | $2,406 | 0.00% |
| 390 | ESSENTIAL UTILS INC | 29670G102 | 60 | $2,372 | 0.00% |
| 391 | AMPHENOL CORP NEW | 032095101 | 36 | $2,362 | 0.00% |
| 392 | VEEVA SYS INC | VEEV | 10 | $2,317 | 0.00% |
| 393 | OWENS CORNING NEW | OC | 16 | $2,286 | 0.00% |
| 394 | VERTEX PHARMACEUTICALS INC | VRTX | 5 | $2,260 | 0.00% |
| 395 | ALBEMARLE CORP | ALB-PA | 30 | $2,161 | 0.00% |
| 396 | EVERGY INC | EVRG | 31 | $2,157 | 0.00% |
| 397 | NORFOLK SOUTHN CORP | 655844108 | 9 | $2,132 | 0.00% |
| 398 | BANK NEW YORK MELLON CORP | 064058100 | 25 | $2,097 | 0.00% |
| 399 | SPDR SER TR | 78464A284 | 83 | $2,094 | 0.00% |
| 400 | ISHARES TR | 464287648 | 8 | $2,064 | 0.00% |
| 401 | EOG RES INC | EOG | 16 | $2,052 | 0.00% |
| 402 | KLA CORP | KLAC | 3 | $2,040 | 0.00% |
| 403 | MICRON TECHNOLOGY INC | MU | 23 | $2,031 | 0.00% |
| 404 | PALANTIR TECHNOLOGIES INC | PLTR | 24 | $2,029 | 0.00% |
| 405 | DOVER CORP | DOV | 11 | $1,933 | 0.00% |
| 406 | FIRSTENERGY CORP | FE | 47 | $1,900 | 0.00% |
| 407 | AES CORP | AES | 149 | $1,851 | 0.00% |
| 408 | AMCOR PLC | AMCCF | 190 | $1,843 | 0.00% |
| 409 | BOSTON SCIENTIFIC CORP | BSX | 18 | $1,816 | 0.00% |
| 410 | ISHARES TR | 46438G810 | 60 | $1,800 | 0.00% |
| 411 | MGM RESORTS INTERNATIONAL | MGM | 59 | $1,749 | 0.00% |
| 412 | MATCH GROUP INC NEW | MTCH | 56 | $1,748 | 0.00% |
| 413 | REGIONS FINANCIAL CORP NEW | RF-PF | 80 | $1,739 | 0.00% |
| 414 | AMETEK INC | AME | 10 | $1,722 | 0.00% |
| 415 | CINTAS CORP | CTAS | 8 | $1,645 | 0.00% |
| 416 | WABTEC | 929740108 | 9 | $1,633 | 0.00% |
| 417 | TRANSDIGM GROUP INC | TDG | 1 | $1,619 | 0.00% |
| 418 | M & T BK CORP | 55261F104 | 9 | $1,609 | 0.00% |
| 419 | ELEVANCE HEALTH INC | ELV | 4 | $1,592 | 0.00% |
| 420 | PALO ALTO NETWORKS INC | PANW | 9 | $1,564 | 0.00% |
| 421 | CANADIAN IMPERIAL BK COMM | CNDIF | 27 | $1,521 | 0.00% |
| 422 | ISHARES TR | 46435G409 | 50 | $1,516 | 0.00% |
| 423 | TARGET CORP | TGT | 15 | $1,515 | 0.00% |
| 424 | ASTRAZENECA PLC | AZN | 21 | $1,510 | 0.00% |
| 425 | KB HOME | KBH | 25 | $1,453 | 0.00% |
| 426 | HESS CORP | HESM | 9 | $1,438 | 0.00% |
| 427 | DOMINION ENERGY INC | D | 25 | $1,375 | 0.00% |
| 428 | CHARTER COMMUNICATIONS INC N | 16119P108 | 4 | $1,353 | 0.00% |
| 429 | SAP SE | SAPGF | 5 | $1,343 | 0.00% |
| 430 | VALERO ENERGY CORP | VLO | 10 | $1,321 | 0.00% |
| 431 | MCDONALDS CORP | MCD | 4 | $1,278 | 0.00% |
| 432 | HEICO CORP NEW | HEI-A | 6 | $1,266 | 0.00% |
| 433 | SYNOPSYS INC | SNPS | 3 | $1,257 | 0.00% |
| 434 | AUTOMATIC DATA PROCESSING IN | ADP | 4 | $1,223 | 0.00% |
| 435 | SCHWAB CHARLES CORP | SCHW-PJ | 15 | $1,204 | 0.00% |
| 436 | PRINCIPAL FINANCIAL GROUP IN | PFG | 14 | $1,182 | 0.00% |
| 437 | ANALOG DEVICES INC | ADI | 6 | $1,156 | 0.00% |
| 438 | VERTIV HOLDINGS CO | VRT | 16 | $1,156 | 0.00% |
| 439 | US FOODS HLDG CORP | USFD | 17 | $1,113 | 0.00% |
| 440 | CITIZENS FINL GROUP INC | CIA | 27 | $1,091 | 0.00% |
| 441 | KRAFT HEINZ CO | KHC | 35 | $1,066 | 0.00% |
| 442 | CITIGROUP INC | C-PR | 15 | $1,044 | 0.00% |
| 443 | AMERICAN INTL GROUP INC | 026874784 | 12 | $1,044 | 0.00% |
| 444 | TRAVELERS COMPANIES INC | TRV | 4 | $1,035 | 0.00% |
| 445 | SCHWAB STRATEGIC TR | 808524730 | 33 | $1,025 | 0.00% |
| 446 | CVS HEALTH CORP | CVS | 15 | $1,018 | 0.00% |
| 447 | CROWN CASTLE INC | CCI | 10 | $1,018 | 0.00% |
| 448 | AFLAC INC | AFL | 9 | $1,001 | 0.00% |
| 449 | INTEL CORP | INTC | 43 | $984 | 0.00% |
| 450 | ALLIANT ENERGY CORP | LNT | 15 | $966 | 0.00% |
| 451 | MARTIN MARIETTA MATLS INC | 573284106 | 2 | $957 | 0.00% |
| 452 | ANSYS INC | 03662Q105 | 3 | $950 | 0.00% |
| 453 | J P MORGAN EXCHANGE TRADED F | 46641Q399 | 9 | $909 | 0.00% |
| 454 | MOTOROLA SOLUTIONS INC | MSI | 2 | $876 | 0.00% |
| 455 | BANCO BILBAO VIZCAYA ARGENTA | BBVXF | 64 | $872 | 0.00% |
| 456 | KEURIG DR PEPPER INC | KDP | 25 | $850 | 0.00% |
| 457 | IDEXX LABS INC | 45168D104 | 2 | $840 | 0.00% |
| 458 | MID-AMER APT CMNTYS INC | 59522J103 | 5 | $838 | 0.00% |
| 459 | EQUITABLE HLDGS INC | EQH-PC | 16 | $834 | 0.00% |
| 460 | UNILEVER PLC | UNLYF | 14 | $834 | 0.00% |
| 461 | DELTA AIR LINES INC DEL | DAL | 19 | $829 | 0.00% |
| 462 | J P MORGAN EXCHANGE TRADED F | 46654Q740 | 14 | $826 | 0.00% |
| 463 | HALEON PLC | HLNCF | 80 | $823 | 0.00% |
| 464 | EVERSOURCE ENERGY | ES | 13 | $800 | 0.00% |
| 465 | APPLOVIN CORP | APP | 3 | $795 | 0.00% |
| 466 | SEMPRA | SREA | 11 | $785 | 0.00% |
| 467 | ROCKWELL AUTOMATION INC | ROK | 3 | $776 | 0.00% |
| 468 | CADENCE DESIGN SYSTEM INC | CDNS | 3 | $763 | 0.00% |
| 469 | SUMITOMO MITSUI FINL GROUP I | 86562M209 | 49 | $758 | 0.00% |
| 470 | RELX PLC | RLXXF | 15 | $757 | 0.00% |
| 471 | PHILLIPS 66 | PSX | 6 | $741 | 0.00% |
| 472 | LIBERTY MEDIA CORP DEL | FWONB | 11 | $729 | 0.00% |
| 473 | GENERAL MLS INC | 370334104 | 12 | $718 | 0.00% |
| 474 | HILTON WORLDWIDE HLDGS INC | HLT | 3 | $683 | 0.00% |
| 475 | PINNACLE WEST CAP CORP | PNW | 7 | $667 | 0.00% |
| 476 | SIMON PPTY GROUP INC NEW | 828806109 | 4 | $665 | 0.00% |
| 477 | HEALTHPEAK PROPERTIES INC | DOC | 33 | $661 | 0.00% |
| 478 | MIZUHO FINANCIAL GROUP INC | MZHOF | 118 | $651 | 0.00% |
| 479 | DOLLAR GEN CORP NEW | 256677105 | 7 | $648 | 0.00% |
| 480 | CAPITAL ONE FINL CORP | 14040H105 | 4 | $630 | 0.00% |
| 481 | CENTENE CORP DEL | CNC | 10 | $630 | 0.00% |
| 482 | FORD MTR CO | 345370860 | 62 | $622 | 0.00% |
| 483 | PUBLIC STORAGE OPER CO | PSA-PS | 2 | $599 | 0.00% |
| 484 | NORTHERN TR CORP | NTRSO | 6 | $592 | 0.00% |
| 485 | VERALTO CORP | VLTO | 6 | $585 | 0.00% |
| 486 | KINDER MORGAN INC DEL | EP-PC | 20 | $580 | 0.00% |
| 487 | RESMED INC | RSMDF | 3 | $578 | 0.00% |
| 488 | NXP SEMICONDUCTORS N V | NXPI | 3 | $571 | 0.00% |
| 489 | CARDINAL HEALTH INC | CAH | 4 | $552 | 0.00% |
| 490 | BLOCK H & R INC | BSQKZ | 10 | $550 | 0.00% |
| 491 | AMDOCS LTD | DOX | 6 | $549 | 0.00% |
| 492 | MAXIMUS INC | MMS | 8 | $546 | 0.00% |
| 493 | ALTRIA GROUP INC | MO | 9 | $541 | 0.00% |
| 494 | HUMANA INC | HUM | 2 | $530 | 0.00% |
| 495 | COCA-COLA EUROPACIFIC PARTNE | CCEP | 6 | $523 | 0.00% |
| 496 | BIOMARIN PHARMACEUTICAL INC | BMRN | 7 | $514 | 0.00% |
| 497 | CLOUDFLARE INC | NET | 5 | $513 | 0.00% |
| 498 | AERCAP HOLDINGS NV | AER | 5 | $511 | 0.00% |
| 499 | WATSCO INC | WSO-B | 1 | $509 | 0.00% |
| 500 | GSK PLC | GLAXF | 13 | $506 | 0.00% |