13F HOLDINGS REPORT
Peterson Wealth Services
Quarter ended Q4 2024 · Filed January 29, 2025 · Accession 0002012421-25-000004
Total Value
$333.1M
Positions
217
Other Managers
0
Confidential Omitted
No
Holdings (217)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INCORPORATED | AAPL | 98,047 | $24.6M | 7.37% |
| 2 | NVIDIA CORPORATION | NVDA | 158,711 | $21.3M | 6.40% |
| 3 | TESLA INCORPORATED | TSLA | 52,092 | $21.0M | 6.32% |
| 4 | VANGUARD GROWTH ETF | 922908736 | 33,414 | $13.7M | 4.12% |
| 5 | COSTCO WHOLESALE CORPORATION NEW | 22160K105 | 14,282 | $13.1M | 3.93% |
| 6 | BROADCOM INCORPORATED | AVGO | 56,087 | $13.0M | 3.90% |
| 7 | AMAZON COM INCORPORATED | AMZN | 56,729 | $12.4M | 3.74% |
| 8 | JPMORGAN CHASE & COMPANY. | VYLD | 49,640 | $11.9M | 3.57% |
| 9 | RAYMOND JAMES FINL INCORPORATED | 754730109 | 65,741 | $10.2M | 3.07% |
| 10 | COMFORT SYSTEMS USA INCORPORATED | 199908104 | 19,057 | $8.1M | 2.43% |
| 11 | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | BRK-A | 16,740 | $7.6M | 2.28% |
| 12 | VISA INCORPORATED COM CLASS A | V | 21,867 | $6.9M | 2.07% |
| 13 | MICROSOFT CORPORATION | MSFT | 15,571 | $6.6M | 1.97% |
| 14 | HOME DEPOT INCORPORATED | HD | 14,596 | $5.7M | 1.70% |
| 15 | CANADIAN NAT RES LIMITED (CANADA) | 136385101 | 167,004 | $5.2M | 1.55% |
| 16 | STRYKER CORPORATION | SYK | 12,828 | $4.6M | 1.39% |
| 17 | GARMIN LIMITED SHS (SWITZERLAND) | GRMN | 19,837 | $4.1M | 1.23% |
| 18 | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | PLTR | 52,767 | $4.0M | 1.20% |
| 19 | UNION PAC CORPORATION | UNP | 16,773 | $3.8M | 1.15% |
| 20 | THERMO FISHER SCIENTIFIC INCORPORATED | TMO | 7,129 | $3.7M | 1.11% |
| 21 | ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS) | ASMLF | 5,296 | $3.7M | 1.10% |
| 22 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 6,347 | $3.6M | 1.09% |
| 23 | CONOCOPHILLIPS | COP | 35,808 | $3.6M | 1.07% |
| 24 | NOVO-NORDISK A S ADR (DENMARK) | NONOF | 41,266 | $3.5M | 1.07% |
| 25 | DIAMONDBACK ENERGY INCORPORATED | FANG | 21,507 | $3.5M | 1.06% |
| 26 | ELI LILLY & COMPANY | LLY | 4,378 | $3.4M | 1.01% |
| 27 | MOTOROLA SOLUTIONS INCORPORATED COM NEW | MSI | 7,295 | $3.4M | 1.01% |
| 28 | META PLATFORMS INCORPORATED CLASS A | META | 5,648 | $3.3M | 0.99% |
| 29 | CADENCE DESIGN SYSTEM INCORPORATED | CDNS | 10,663 | $3.2M | 0.96% |
| 30 | WALMART INCORPORATED | WMT | 35,147 | $3.2M | 0.95% |
| 31 | LULULEMON ATHLETICA INCORPORATED | LULU | 8,044 | $3.1M | 0.92% |
| 32 | SPDR S&P 500 ETF | SPY | 5,192 | $3.0M | 0.91% |
| 33 | EATON CORPORATION PLC SHS (IRELAND) | ETN | 8,624 | $2.9M | 0.86% |
| 34 | CHUBB LIMITED (SWITZERLAND) | CB | 10,079 | $2.8M | 0.84% |
| 35 | ZOETIS INCORPORATED CLASS A | ZTS | 16,791 | $2.7M | 0.82% |
| 36 | OLD DOMINION FREIGHT LINE INCORPORATED | ODFL | 14,464 | $2.6M | 0.77% |
| 37 | VANGUARD VALUE ETF | 922908744 | 14,603 | $2.5M | 0.74% |
| 38 | MARATHON PETE CORPORATION | MARA | 17,517 | $2.4M | 0.73% |
| 39 | EXXON MOBIL CORPORATION | XOM | 22,105 | $2.4M | 0.71% |
| 40 | AIR PRODUCTS & CHEMICALS INCORPORATED | AIIR | 7,607 | $2.2M | 0.66% |
| 41 | MERCK & COMPANY INCORPORATED | MRK | 21,479 | $2.1M | 0.64% |
| 42 | MATADOR RES COMPANY | MTDR | 37,236 | $2.1M | 0.63% |
| 43 | CME GROUP INCORPORATED | CME | 8,687 | $2.0M | 0.61% |
| 44 | JOHNSON & JOHNSON | JNJ | 13,111 | $1.9M | 0.57% |
| 45 | UNITEDHEALTH GROUP INCORPORATED | UNH | 3,733 | $1.9M | 0.57% |
| 46 | DARDEN RESTAURANTS INCORPORATED | DRI | 9,873 | $1.8M | 0.55% |
| 47 | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 922908363 | 3,274 | $1.8M | 0.53% |
| 48 | INVESCO ULTRA SHORT DURATION ETF | IVZ | 34,713 | $1.7M | 0.52% |
| 49 | ANALOG DEVICES INCORPORATED | ADI | 8,135 | $1.7M | 0.52% |
| 50 | FIDELITY NATL INFORMATION SVCS | 31620M106 | 20,937 | $1.7M | 0.51% |
| 51 | IES HLDGS INCORPORATED | IESC | 8,110 | $1.6M | 0.49% |
| 52 | JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) | G51502105 | 19,449 | $1.5M | 0.46% |
| 53 | ORACLE CORPORATION | ORCL-PD | 8,828 | $1.5M | 0.44% |
| 54 | REALTY INCOME CORPORATION REIT | O | 27,411 | $1.5M | 0.44% |
| 55 | MEDTRONIC PLC SHS (IRELAND) | MDT | 18,254 | $1.5M | 0.44% |
| 56 | COMCAST CORPORATION NEW CLASS A | CCZ | 37,908 | $1.4M | 0.43% |
| 57 | AAON INCORPORATED COM PAR $0.004 | AAON | 11,109 | $1.3M | 0.39% |
| 58 | FIRST CTZNS BANCSHARES INCORPORATED N C CLASS A | 31946M103 | 580 | $1.2M | 0.37% |
| 59 | ASTERA LABS INCORPORATED | ALAB | 9,121 | $1.2M | 0.36% |
| 60 | LANTHEUS HLDGS INCORPORATED | LNTH | 12,746 | $1.1M | 0.34% |
| 61 | HUBSPOT INCORPORATED | HUBS | 1,577 | $1.1M | 0.33% |
| 62 | THE TRADE DESK INCORPORATED COM CLASS A | 88339J105 | 8,802 | $1.0M | 0.31% |
| 63 | VERIZON COMMUNICATIONS INCORPORATED | VZ | 25,694 | $1.0M | 0.31% |
| 64 | ENSIGN GROUP INCORPORATED | ENSG | 7,665 | $1.0M | 0.31% |
| 65 | HEALTHEQUITY INCORPORATED | HQY | 10,507 | $1.0M | 0.30% |
| 66 | UFP TECHNOLOGIES INCORPORATED | UFPT | 4,099 | $1.0M | 0.30% |
| 67 | PAYLOCITY HLDG CORPORATION | PCTY | 4,999 | $997,151 | 0.30% |
| 68 | ADVANCED ENERGY INDUSTRIES | 007973100 | 8,617 | $996,360 | 0.30% |
| 69 | ISHARES TR CORE MSCI EAFE | 46432F842 | 13,344 | $937,798 | 0.28% |
| 70 | RELIANCE INCORPORATED | RS | 3,329 | $896,340 | 0.27% |
| 71 | KINSALE CAP GROUP INCORPORATED | 49714P108 | 1,910 | $888,547 | 0.27% |
| 72 | BRUNSWICK CORPORATION | BC-PC | 13,268 | $858,195 | 0.26% |
| 73 | STERLING INFRASTRUCTURE INCORPORATED | STRL | 4,951 | $833,996 | 0.25% |
| 74 | SIMPSON MFG INCORPORATED | 829073105 | 4,953 | $821,349 | 0.25% |
| 75 | MONOLITHIC PWR SYSTEMS INCORPORATED | 609839105 | 1,320 | $781,238 | 0.23% |
| 76 | VERTIV HOLDINGS COMPANY COM CLASS A | VRT | 6,788 | $771,208 | 0.23% |
| 77 | ONTO INNOVATION INCORPORATED | ONTO | 4,487 | $747,848 | 0.22% |
| 78 | ALPHABET INCORPORATED CAP STK CLASS A | GOOG | 3,897 | $737,620 | 0.22% |
| 79 | SALESFORCE INCORPORATED | CRM | 2,205 | $737,170 | 0.22% |
| 80 | WESTLAKE CORPORATION | WLK | 6,400 | $733,792 | 0.22% |
| 81 | PUBLIC SVC ENTERPRISE GRP INCORPORATED | 744573106 | 8,246 | $696,731 | 0.21% |
| 82 | TRANE TECHNOLOGIES PLC SHS (IRELAND) | TT | 1,857 | $685,947 | 0.21% |
| 83 | ISHARES INCORPORATED CORE MSCI EMKT | 46434G103 | 13,075 | $682,766 | 0.20% |
| 84 | NEXTERA ENERGY INCORPORATED | NEE-PW | 8,622 | $618,134 | 0.19% |
| 85 | E L F BEAUTY INCORPORATED | ELF | 4,907 | $616,074 | 0.18% |
| 86 | ATKORE INCORPORATED | ATKR | 6,847 | $571,417 | 0.17% |
| 87 | AXCELIS TECHNOLOGIES INCORPORATED COM NEW | ACLS | 7,693 | $537,510 | 0.16% |
| 88 | INTERCONTINENTAL EXCHANGE INCORPORATED | 45866F104 | 3,322 | $494,972 | 0.15% |
| 89 | NETFLIX INCORPORATED | NFLX | 555 | $494,683 | 0.15% |
| 90 | TJX COMPANIES INCORPORATED NEW | 872540109 | 4,080 | $492,884 | 0.15% |
| 91 | PACS GROUP INCORPORATED COM SHS | PACS | 37,248 | $488,321 | 0.15% |
| 92 | MURPHY USA INCORPORATED | MUSA | 956 | $479,673 | 0.14% |
| 93 | AMERICAN EXPRESS COMPANY | AXP | 1,612 | $478,296 | 0.14% |
| 94 | ISHARES TR CORE S&P MCP ETF | 464287507 | 7,317 | $455,906 | 0.14% |
| 95 | FISERV INCORPORATED | FISV | 2,158 | $443,296 | 0.13% |
| 96 | ADVANCED MICRO DEVICES INCORPORATED | AMD | 3,547 | $428,442 | 0.13% |
| 97 | NXP SEMICONDUCTORS N V (NETHERLANDS) | NXPI | 1,998 | $415,297 | 0.12% |
| 98 | S&P GLOBAL INCORPORATED | SPGI | 736 | $366,547 | 0.11% |
| 99 | IQVIA HLDGS INCORPORATED | IQV | 1,860 | $365,509 | 0.11% |
| 100 | L3HARRIS TECHNOLOGIES INCORPORATED | LHX | 1,709 | $359,415 | 0.11% |
| 101 | STERIS PLC SHS USD (IRELAND) | STE | 1,732 | $355,995 | 0.11% |
| 102 | EDWARDS LIFESCIENCES CORPORATION | EW | 4,783 | $354,085 | 0.11% |
| 103 | CHIPOTLE MEXICAN GRILL INCORPORATED | CMG | 5,772 | $348,052 | 0.10% |
| 104 | ALPHABET INCORPORATED CAP STK CLASS C | GOOG | 1,820 | $346,612 | 0.10% |
| 105 | ISHARES TR CORE S&P SCP ETF | 464287804 | 2,930 | $337,624 | 0.10% |
| 106 | ISHARES TR CORE US AGGBD ET | 464287226 | 2,986 | $289,373 | 0.09% |
| 107 | SCHWAB CHARLES CORPORATION | SCHW-PJ | 3,790 | $280,486 | 0.08% |
| 108 | ALLSTATE CORPORATION | ALL-PJ | 1,379 | $265,817 | 0.08% |
| 109 | CISCO SYSTEMS INCORPORATED | CSCO | 4,106 | $243,064 | 0.07% |
| 110 | DEXCOM INCORPORATED | DXCM | 3,030 | $235,643 | 0.07% |
| 111 | CHEVRON CORPORATION NEW | CVX | 1,611 | $233,408 | 0.07% |
| 112 | AUTOMATIC DATA PROCESSING INCORPORATED | ADP | 788 | $230,731 | 0.07% |
| 113 | SPDR ENERGY SELECT SECTOR FUND | 81369Y506 | 2,627 | $225,029 | 0.07% |
| 114 | HEWLETT PACKARD ENTERPRISE COMPANY | HPE-PC | 10,266 | $219,184 | 0.07% |
| 115 | JUNIPER NETWORKS INCORPORATED | 48203R104 | 5,437 | $203,631 | 0.06% |
| 116 | ABBOTT LABS | ABLZF | 1,787 | $202,129 | 0.06% |
| 117 | PROCTER AND GAMBLE COMPANY | 742718109 | 1,183 | $198,371 | 0.06% |
| 118 | VALERO ENERGY CORPORATION | VLO | 1,579 | $193,557 | 0.06% |
| 119 | PHILLIPS 66 | PSX | 1,634 | $186,112 | 0.06% |
| 120 | LENNAR CORPORATION CLASS A | LEN-B | 1,330 | $181,381 | 0.05% |
| 121 | EOG RES INCORPORATED | EOG | 1,475 | $180,758 | 0.05% |
| 122 | LANDSTAR SYSTEMS INCORPORATED | LSTR | 1,016 | $174,677 | 0.05% |
| 123 | OSHKOSH CORPORATION | OSK | 1,801 | $171,259 | 0.05% |
| 124 | ISHARES TR U.S. MED DVC ETF | 464288810 | 2,910 | $169,799 | 0.05% |
| 125 | PULTE GROUP INCORPORATED | 745867101 | 1,557 | $169,579 | 0.05% |
| 126 | D R HORTON INCORPORATED | 23331A109 | 1,169 | $163,381 | 0.05% |
| 127 | VANGUARD FTSE DEVELOPED MARKETS ETF | 921943858 | 3,386 | $161,919 | 0.05% |
| 128 | UNITED PARCEL SERVICE INCORPORATED CLASS B | UPS | 1,262 | $159,145 | 0.05% |
| 129 | COGNEX CORPORATION | CGNX | 4,369 | $156,655 | 0.05% |
| 130 | NEWMONT CORPORATION | NEMCL | 4,143 | $154,215 | 0.05% |
| 131 | ISHARES TR CORE 1 5 YR USD | 46432F859 | 3,135 | $149,751 | 0.04% |
| 132 | ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) | ACN | 412 | $144,814 | 0.04% |
| 133 | FIRST TRUST CAPITAL STRENGTH ETF | 33733E104 | 1,615 | $141,829 | 0.04% |
| 134 | VANECK NATURAL RESOURCES ETF | 92189F841 | 2,693 | $122,806 | 0.04% |
| 135 | INTUITIVE SURGICAL INCORPORATED COM NEW | ISRG | 222 | $115,875 | 0.03% |
| 136 | KEYCORP | 493267108 | 6,646 | $113,912 | 0.03% |
| 137 | LAUDER ESTEE COMPANIES INCORPORATED CLASS A | 518439104 | 1,506 | $112,892 | 0.03% |
| 138 | BRIGHTVIEW HLDGS INCORPORATED | BV | 7,040 | $112,570 | 0.03% |
| 139 | ZIONS BANCORPORATION N A | 989701107 | 2,051 | $111,277 | 0.03% |
| 140 | FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF | 33734X838 | 9,034 | $108,643 | 0.03% |
| 141 | FASTENAL COMPANY | FAST | 1,430 | $102,850 | 0.03% |
| 142 | SPDR TECHNOLOGY SELECT SECTOR FUND | 81369Y803 | 430 | $99,908 | 0.03% |
| 143 | SKYWORKS SOLUTIONS INCORPORATED | SWKS | 1,104 | $97,903 | 0.03% |
| 144 | ISHARES TR EAFE GRWTH ETF | 464288885 | 960 | $92,957 | 0.03% |
| 145 | VANGUARD INFORMATION TECHNOLOGY ETF | 92204A702 | 135 | $83,943 | 0.03% |
| 146 | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | 78468R788 | 1,877 | $81,158 | 0.02% |
| 147 | VANGUARD TAX-EXEMPT BOND ETF | 922907746 | 1,602 | $80,308 | 0.02% |
| 148 | STARBUCKS CORPORATION | SBUX | 784 | $71,574 | 0.02% |
| 149 | TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS | 874039100 | 350 | $69,122 | 0.02% |
| 150 | VANGUARD FINANCIALS ETF | 92204A405 | 552 | $65,196 | 0.02% |
| 151 | BRISTOL-MYERS SQUIBB COMPANY | CELG-RI | 979 | $55,372 | 0.02% |
| 152 | OCCIDENTAL PETE CORPORATION | 674599105 | 1,000 | $49,410 | 0.01% |
| 153 | APPLIED MATLS INCORPORATED | 038222105 | 299 | $48,626 | 0.01% |
| 154 | ABBVIE INCORPORATED | ABBV | 225 | $39,983 | 0.01% |
| 155 | MCGRATH RENTCORP | MGRC | 342 | $38,292 | 0.01% |
| 156 | GE AEROSPACE COM NEW | 369604301 | 226 | $37,695 | 0.01% |
| 157 | FORD MTR COMPANY | 345370860 | 3,717 | $36,797 | 0.01% |
| 158 | DEVON ENERGY CORPORATION NEW | 25179M103 | 1,113 | $36,420 | 0.01% |
| 159 | CSX CORPORATION | CSX | 1,125 | $36,304 | 0.01% |
| 160 | HONEYWELL INTERNATIONAL INCORPORATED | 438516106 | 158 | $35,691 | 0.01% |
| 161 | OLD NATL BANCORP IND | 680033107 | 1,626 | $35,289 | 0.01% |
| 162 | ISHARES TR RUS 1000 GRW ETF | 464287614 | 87 | $34,937 | 0.01% |
| 163 | ISHARES TR MSCI EMG MKT ETF | 464287234 | 825 | $34,502 | 0.01% |
| 164 | LOCKHEED MARTIN CORPORATION | LMT | 70 | $34,016 | 0.01% |
| 165 | TEXAS INSTRS INCORPORATED | 882508104 | 175 | $32,814 | 0.01% |
| 166 | ISHARES TR RUS 1000 VAL ETF | 464287598 | 173 | $32,027 | 0.01% |
| 167 | ICU MED INCORPORATED | ICUI | 200 | $31,034 | 0.01% |
| 168 | GENERAL DYNAMICS CORPORATION | GD | 114 | $30,038 | 0.01% |
| 169 | BANK HAWAII CORPORATION | 062540109 | 400 | $28,496 | 0.01% |
| 170 | NORFOLK SOUTHN CORPORATION | 655844108 | 121 | $28,317 | 0.01% |
| 171 | QUEST DIAGNOSTICS INCORPORATED | DGX | 180 | $27,155 | 0.01% |
| 172 | DEERE & COMPANY | DE | 50 | $21,185 | 0.01% |
| 173 | GE VERNOVA INCORPORATED | GEV | 56 | $18,420 | 0.01% |
| 174 | ISHARES TR NORTH AMERN NAT | 464287374 | 431 | $18,417 | 0.01% |
| 175 | PEPSICO INCORPORATED | PEP | 116 | $17,603 | 0.01% |
| 176 | TARGET CORPORATION | TGT | 127 | $17,168 | 0.01% |
| 177 | BAKER HUGHES COMPANY CLASS A | BKR | 400 | $16,408 | 0.00% |
| 178 | PFIZER INCORPORATED | PFE | 525 | $13,925 | 0.00% |
| 179 | VANGUARD MID-CAP ETF | 922908629 | 44 | $11,622 | 0.00% |
| 180 | ISHARES TR GL CLEAN ENE ETF | 464288224 | 1,000 | $11,380 | 0.00% |
| 181 | GRIFOLS S A SP ADR REP B NVT (SPAIN) | GIKLY | 1,500 | $11,160 | 0.00% |
| 182 | SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIP | 78464A284 | 401 | $10,258 | 0.00% |
| 183 | HALLIBURTON COMPANY | HAL | 377 | $10,241 | 0.00% |
| 184 | BOEING COMPANY | BA-PA | 50 | $8,850 | 0.00% |
| 185 | SPDR HEALTH CARE SELECT | 81369Y209 | 58 | $7,979 | 0.00% |
| 186 | DISNEY WALT COMPANY | 254687106 | 70 | $7,795 | 0.00% |
| 187 | ISHARES TR RUSSELL 2000 ETF | 464287655 | 35 | $7,734 | 0.00% |
| 188 | NV5 GLOBAL INCORPORATED | 62945V109 | 400 | $7,536 | 0.00% |
| 189 | RTX CORPORATION | RTX | 64 | $7,374 | 0.00% |
| 190 | FIDUS INVT CORPORATION | 316500107 | 327 | $6,871 | 0.00% |
| 191 | CF INDUSTRIES HLDGS INCORPORATED | 125269100 | 80 | $6,826 | 0.00% |
| 192 | TAPESTRY INCORPORATED | TPR | 99 | $6,475 | 0.00% |
| 193 | CATERPILLAR INCORPORATED | CAT | 17 | $6,167 | 0.00% |
| 194 | FIRST HORIZON CORPORATION | FHN-PH | 278 | $5,595 | 0.00% |
| 195 | NORTHROP GRUMMAN CORPORATION | NOC | 10 | $4,693 | 0.00% |
| 196 | TRACTOR SUPPLY COMPANY | TSCO | 86 | $4,540 | 0.00% |
| 197 | MICROCHIP TECHNOLOGY INCORPORATED. | MCHPP | 74 | $4,244 | 0.00% |
| 198 | WASTE MGMT INCORPORATED DEL | 94106L109 | 20 | $4,065 | 0.00% |
| 199 | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 922042718 | 35 | $4,007 | 0.00% |
| 200 | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 74348A467 | 40 | $3,982 | 0.00% |
| 201 | CROWN CASTLE INCORPORATED REIT | CCI | 35 | $3,168 | 0.00% |
| 202 | VANGUARD DIVIDEND APPRECIATION ETF | 921908844 | 15 | $2,937 | 0.00% |
| 203 | NEXTERA ENERGY PARTNERS LP COM UNIT PART IN | NEE-PW | 163 | $2,908 | 0.00% |
| 204 | SYSCO CORPORATION | SYY | 37 | $2,829 | 0.00% |
| 205 | ARM HOLDINGS PLC SPONSORED ADS | 042068205 | 22 | $2,714 | 0.00% |
| 206 | ISHARES TR CORE S&P500 ETF | 464287200 | 3 | $1,766 | 0.00% |
| 207 | DELTA AIR LINES INCORPORATED DEL COM NEW | DAL | 28 | $1,694 | 0.00% |
| 208 | MACYS INCORPORATED | 55616P104 | 82 | $1,388 | 0.00% |
| 209 | STMICROELECTRONICS N V NY REGISTRY (NETHERLANDS) | STMEF | 37 | $924 | 0.00% |
| 210 | TECHNIPFMC PLC (UNITED KINGDOM) | FTI | 30 | $868 | 0.00% |
| 211 | SOFI TECHNOLOGIES INCORPORATED | SOFI | 54 | $832 | 0.00% |
| 212 | VANGUARD TOTAL BOND MARKET ETF | 921937835 | 6 | $431 | 0.00% |
| 213 | GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK | GEHC | 4 | $313 | 0.00% |
| 214 | INVESCO BUILDING & CONSTRUCTION ETF | IVZ | 4 | $303 | 0.00% |
| 215 | BEYOND MEAT INCORPORATED | BYND | 25 | $94 | 0.00% |
| 216 | VANECK AGRIBUSINESS ETF | 92189F700 | 1 | $65 | 0.00% |
| 217 | FIRST TRUST PREFERRED SECURITIES AND INCOME ETF | 33739E108 | 3 | $45 | 0.00% |