TFC Financial Management, Inc. - Q3 2023 holdings

$419 Million is the total value of TFC Financial Management, Inc.'s 673 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 16.7% .

 Value Shares↓ Weighting
IVV BuyISHARES TRcore s&p500 etf$121,746,313
-2.2%
283,502
+1.5%
29.06%
-5.1%
IDEV BuyISHARES TRcore msci intl$56,105,247
-0.8%
962,684
+4.1%
13.39%
-3.7%
BuyDIMENSIONAL ETF TRUSTus mktwide value$36,134,618
-1.0%
1,062,158
+0.4%
8.62%
-3.9%
DFAT SellDIMENSIONAL ETF TRUSTus targeted vlu$25,077,004
-14.1%
548,851
-12.7%
5.98%
-16.6%
SHV BuyISHARES TRshort treas bd$24,330,039
+4.0%
220,241
+4.0%
5.81%
+0.9%
GVI NewISHARES TRintrm gov cr etf$13,057,486128,861
+100.0%
3.12%
JQUA NewJ P MORGAN EXCHANGE TRADED Fus qualty fctr$12,874,702297,543
+100.0%
3.07%
AAPL BuyAPPLE INC$8,971,564
-10.7%
52,401
+1.1%
2.14%
-13.4%
JNJ SellJOHNSON & JOHNSON$8,499,874
-8.4%
54,574
-2.7%
2.03%
-11.1%
XOM SellEXXON MOBIL CORP$4,916,894
+9.3%
41,817
-0.3%
1.17%
+6.0%
BRKB BuyBERKSHIRE HATHAWAY INC DELcl b new$4,816,275
+9.1%
13,749
+6.2%
1.15%
+5.9%
SellENGINE NO 1 ETF TRUSTtransform clmte$4,633,483
-5.6%
90,538
-3.5%
1.11%
-8.4%
MSFT BuyMICROSOFT CORP$4,382,618
-4.7%
13,880
+2.8%
1.05%
-7.4%
IEMG SellISHARES INCcore msci emkt$4,322,523
-17.9%
90,828
-15.0%
1.03%
-20.2%
MRK BuyMERCK & CO INC$4,272,014
-10.1%
41,496
+0.7%
1.02%
-12.7%
ACN BuyACCENTURE PLC IRELAND$3,735,379
-0.3%
12,163
+0.2%
0.89%
-3.3%
ONB SellOLD NATL BANCORP IND$3,513,781
-4.0%
241,663
-8.0%
0.84%
-6.8%
BSV SellVANGUARD BD INDEX FDSshort trm bond$2,730,178
-2.7%
36,320
-2.2%
0.65%
-5.5%
ITOT BuyISHARES TRcore s&p ttl stk$2,579,858
-2.9%
27,390
+0.9%
0.62%
-5.7%
TSLA BuyTESLA INC$2,344,253
-1.8%
9,369
+2.7%
0.56%
-4.8%
IWB SellISHARES TRrus 1000 etf$2,192,163
-3.9%
9,321
-0.4%
0.52%
-6.8%
VB BuyVANGUARD INDEX FDSsmall cp etf$2,046,400
-3.8%
10,824
+1.2%
0.49%
-6.7%
IBM BuyINTERNATIONAL BUSINESS MACHS$1,776,752
+25.2%
12,664
+19.4%
0.42%
+21.5%
VXF BuyVANGUARD INDEX FDSextend mkt etf$1,708,260
-3.6%
11,918
+0.1%
0.41%
-6.4%
IJR SellISHARES TRcore s&p scp etf$1,498,849
-6.0%
15,889
-0.7%
0.36%
-8.7%
QUAL SellISHARES TRmsci usa qlt fct$1,494,098
-2.2%
11,329
-0.0%
0.36%
-5.1%
PG BuyPROCTER AND GAMBLE CO$1,472,488
-3.5%
10,095
+0.3%
0.35%
-6.4%
SPY SellSPDR S&P 500 ETF TRtr unit$1,435,674
-4.9%
3,358
-1.4%
0.34%
-7.5%
AMZN BuyAMAZON COM INC$1,350,015
+1.4%
10,620
+4.0%
0.32%
-1.5%
GNSS  GENASYS INC$1,206,000
-22.7%
600,0000.0%0.29%
-25.0%
TTD BuyTHE TRADE DESK INC$1,203,042
+1.6%
15,394
+0.4%
0.29%
-1.4%
VOO BuyVANGUARD INDEX FDS$1,101,536
-2.0%
2,805
+1.6%
0.26%
-4.7%
LHX BuyL3HARRIS TECHNOLOGIES INC$1,064,486
-11.0%
6,114
+0.0%
0.25%
-13.6%
BND BuyVANGUARD BD INDEX FDStotal bnd mrkt$1,016,405
-4.0%
14,566
+0.0%
0.24%
-6.5%
GOOGL BuyALPHABET INCcap stk cl a$1,006,445
+11.3%
7,691
+1.8%
0.24%
+8.1%
NVDA SellNVIDIA CORPORATION$963,953
+2.4%
2,216
-0.4%
0.23%
-0.9%
MA BuyMASTERCARD INCORPORATEDcl a$957,722
+1.4%
2,419
+0.7%
0.23%
-1.3%
JPM SellJPMORGAN CHASE & CO$930,695
-0.5%
6,418
-0.2%
0.22%
-3.5%
ABT BuyABBOTT LABS$843,663
-10.3%
8,711
+1.0%
0.20%
-13.0%
 GENERAL ELECTRIC CO$812,932
+0.6%
7,3540.0%0.19%
-2.5%
SellSCHWAB CHARLES FAMILY FDamt tax free mny$788,884
-59.4%
788,884
-59.4%
0.19%
-60.7%
GOOG SellALPHABET INCcap stk cl c$785,826
+7.2%
5,960
-1.7%
0.19%
+4.4%
VTV SellVANGUARD INDEX FDSvalue etf$762,934
-11.0%
5,531
-8.3%
0.18%
-13.7%
HD BuyHOME DEPOT INC$731,325
-1.2%
2,420
+1.6%
0.18%
-3.8%
IEFA  ISHARES TRcore msci eafe$703,024
-4.7%
10,9250.0%0.17%
-7.2%
ABBV BuyABBVIE INC$690,325
+11.1%
4,631
+0.4%
0.16%
+7.8%
IWF  ISHARES TRrus 1000 grw etf$686,298
-3.2%
2,5760.0%0.16%
-5.7%
DDOG  DATADOG INC$687,639
-7.4%
7,5490.0%0.16%
-10.4%
EXPE  EXPEDIA GROUP INC$682,736
-5.8%
6,6240.0%0.16%
-8.4%
MMM Sell3M CO$682,592
-7.6%
7,291
-1.2%
0.16%
-10.4%
ADP  AUTOMATIC DATA PROCESSING IN$656,303
+9.5%
2,7280.0%0.16%
+6.8%
VV SellVANGUARD INDEX FDSlarge cap etf$652,259
-3.5%
3,333
-0.1%
0.16%
-6.0%
DFAC SellDIMENSIONAL ETF TRUSTus core equity 2$597,263
-8.2%
22,796
-4.9%
0.14%
-10.6%
GPC BuyGENUINE PARTS CO$585,028
-14.6%
4,052
+0.0%
0.14%
-17.2%
MDLZ SellMONDELEZ INTL INCcl a$576,298
-4.9%
8,304
-0.1%
0.14%
-7.4%
COST BuyCOSTCO WHSL CORP NEW$575,344
+6.3%
1,018
+1.3%
0.14%
+3.0%
FUL  FULLER H B CO$563,703
-4.1%
8,2160.0%0.14%
-6.2%
VO BuyVANGUARD INDEX FDSmid cap etf$563,707
+2.3%
2,707
+8.2%
0.14%0.0%
FFIN SellFIRST FINL BANKSHARES INC$559,205
-31.3%
22,261
-22.1%
0.13%
-33.5%
TJX BuyTJX COS INC NEW$517,272
+6.5%
5,820
+1.6%
0.12%
+3.4%
REET  ISHARES TRglobal reit etf$501,478
-7.8%
23,6880.0%0.12%
-10.4%
CL BuyCOLGATE PALMOLIVE CO$497,934
-7.6%
7,002
+0.1%
0.12%
-10.5%
CI  THE CIGNA GROUP$494,339
+1.9%
1,7280.0%0.12%
-0.8%
WMT  WALMART INC$492,425
+1.7%
3,0790.0%0.12%
-0.8%
EFA  ISHARES TRmsci eafe etf$462,936
-4.9%
6,7170.0%0.11%
-8.3%
MO BuyALTRIA GROUP INC$456,663
-6.8%
10,860
+0.4%
0.11%
-9.9%
PFE BuyPFIZER INC$454,613
-9.0%
13,706
+0.6%
0.11%
-12.2%
SHOP BuySHOPIFY INCcl a$446,438
-15.1%
8,181
+0.5%
0.11%
-17.1%
IQLT  ISHARES TRmsci intl qualty$450,166
-5.6%
13,3940.0%0.11%
-8.5%
IWR  ISHARES TRrus mid cap etf$433,034
-5.2%
6,2520.0%0.10%
-8.0%
BNL SellBROADSTONE NET LEASE INC$400,272
-24.4%
27,991
-18.4%
0.10%
-26.2%
ISRG  INTUITIVE SURGICAL INC$397,515
-14.5%
1,3600.0%0.10%
-16.7%
IJH  ISHARES TRcore s&p mcp etf$381,123
-4.6%
1,5280.0%0.09%
-7.1%
NVO BuyNOVO-NORDISK A Sadr$367,398
+1.1%
4,040
+80.0%
0.09%
-1.1%
ZTS BuyZOETIS INCcl a$333,698
+4.3%
1,918
+3.3%
0.08%
+1.3%
PEP BuyPEPSICO INC$320,293
-8.3%
1,890
+0.2%
0.08%
-11.6%
CVX BuyCHEVRON CORP NEW$312,194
+41.2%
1,851
+31.7%
0.08%
+38.9%
FB BuyMETA PLATFORMS INCcl a$306,215
+10.1%
1,020
+5.3%
0.07%
+7.4%
PM BuyPHILIP MORRIS INTL INC$307,644
-2.3%
3,323
+3.1%
0.07%
-5.2%
DHR  DANAHER CORPORATION$304,886
+3.4%
1,2290.0%0.07%0.0%
DD  DUPONT DE NEMOURS INC$298,659
+4.4%
4,0040.0%0.07%
+1.4%
MCD BuyMCDONALDS CORP$296,139
+40.5%
1,124
+59.2%
0.07%
+36.5%
SYK BuySTRYKER CORPORATION$295,167
-8.1%
1,080
+2.6%
0.07%
-11.4%
ASML BuyASML HOLDING N V$293,742
-17.3%
499
+1.8%
0.07%
-19.5%
CTVA SellCORTEVA INC$292,587
-10.9%
5,719
-0.2%
0.07%
-13.6%
IMGN  IMMUNOGEN INC$284,867
-15.9%
17,9500.0%0.07%
-18.1%
DOW  DOW INC$278,335
-3.2%
5,3980.0%0.07%
-7.0%
MET  METLIFE INC$267,880
+11.3%
4,2580.0%0.06%
+8.5%
KO BuyCOCA COLA CO$254,758
-4.4%
4,551
+2.9%
0.06%
-6.2%
INTC  INTEL CORP$254,826
+6.3%
7,1680.0%0.06%
+3.4%
KMB BuyKIMBERLY-CLARK CORP$245,809
-12.3%
2,034
+0.1%
0.06%
-14.5%
ADI SellANALOG DEVICES INC$240,407
-10.3%
1,373
-0.1%
0.06%
-13.6%
SPGI BuyS&P GLOBAL INC$230,580
-6.5%
631
+2.6%
0.06%
-9.8%
LOW  LOWES COS INC$225,189
-7.9%
1,0830.0%0.05%
-10.0%
VBR SellVANGUARD INDEX FDSsm cp val etf$224,810
-38.1%
1,410
-35.7%
0.05%
-39.3%
BDX  BECTON DICKINSON & CO$228,024
-2.1%
8820.0%0.05%
-5.3%
REGN  REGENERON PHARMACEUTICALS$216,439
+14.5%
2630.0%0.05%
+13.0%
CVS SellCVS HEALTH CORP$219,180
-17.8%
3,139
-18.7%
0.05%
-21.2%
JSTC NewTIDAL ETF TRadasina social$212,14913,790
+100.0%
0.05%
ROK  ROCKWELL AUTOMATION INC$213,831
-13.2%
7480.0%0.05%
-16.4%
UNH BuyUNITEDHEALTH GROUP INC$210,286
+13.0%
417
+7.8%
0.05%
+8.7%
VUG SellVANGUARD INDEX FDSgrowth etf$209,482
-7.9%
769
-4.4%
0.05%
-10.7%
TMUS BuyT-MOBILE US INC$207,415
+2.6%
1,481
+1.8%
0.05%
-2.0%
TMO BuyTHERMO FISHER SCIENTIFIC INC$206,012
+26.6%
407
+30.4%
0.05%
+22.5%
GS BuyGOLDMAN SACHS GROUP INC$204,950
+0.9%
633
+0.5%
0.05%
-2.0%
IGM  ISHARES TRexpnd tec sc etf$204,467
-2.7%
5350.0%0.05%
-5.8%
CARR SellCARRIER GLOBAL CORPORATION$206,338
-3.9%
3,738
-13.4%
0.05%
-7.5%
VYM  VANGUARD WHITEHALL FDShigh div yld$203,334
-2.6%
1,9680.0%0.05%
-3.9%
NUEM NewNUSHARES ETF TRnuveen esg emrgn$201,2397,675
+100.0%
0.05%
SCZ BuyISHARES TReafe sml cp etf$201,655
+1.0%
3,571
+5.5%
0.05%
-2.0%
DBI  DESIGNER BRANDS INCcl a$197,116
+25.3%
15,5700.0%0.05%
+20.5%
ATR  APTARGROUP INC$198,820
+7.9%
1,5900.0%0.05%
+4.4%
XLK BuySELECT SECTOR SPDR TRtechnology$196,441
-5.6%
1,198
+0.1%
0.05%
-7.8%
NEE BuyNEXTERA ENERGY INC$191,367
-22.3%
3,340
+0.7%
0.05%
-24.6%
COUR  COURSERA INC$186,900
+43.5%
10,0000.0%0.04%
+40.6%
HUBS SellHUBSPOT INC$178,285
-23.0%
362
-16.8%
0.04%
-24.6%
WM BuyWASTE MGMT INC DEL$175,769
-9.3%
1,153
+3.2%
0.04%
-12.5%
CRM  SALESFORCE INC$177,636
-4.0%
8760.0%0.04%
-8.7%
CSCO BuyCISCO SYS INC$174,631
+4.2%
3,248
+0.3%
0.04%
+2.4%
VWO BuyVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$171,218
-3.1%
4,367
+0.6%
0.04%
-4.7%
CLX  CLOROX CO DEL$172,991
-17.6%
1,3200.0%0.04%
-21.2%
CNI SellCANADIAN NATL RY CO$173,870
-15.8%
1,605
-5.9%
0.04%
-19.6%
PAYX  PAYCHEX INC$170,768
+3.1%
1,4810.0%0.04%0.0%
EMR  EMERSON ELEC CO$165,575
+6.8%
1,7150.0%0.04%
+5.3%
ADBE SellADOBE INC$169,287
-9.4%
332
-13.1%
0.04%
-13.0%
SellGE HEALTHCARE TECHNOLOGIES I$162,888
-16.3%
2,394
-0.1%
0.04%
-18.8%
BMY BuyBRISTOL-MYERS SQUIBB CO$158,125
-9.0%
2,724
+0.3%
0.04%
-11.6%
KKR  KKR & CO INC$157,080
+10.0%
2,5500.0%0.04%
+5.7%
LNT  ALLIANT ENERGY CORP$155,578
-7.7%
3,2110.0%0.04%
-9.8%
PPG  PPG INDS INC$156,413
-12.5%
1,2050.0%0.04%
-15.9%
IWD  ISHARES TRrus 1000 val etf$149,240
-3.8%
9830.0%0.04%
-5.3%
RPM  RPM INTL INC$147,335
+5.7%
1,5540.0%0.04%
+2.9%
DIS SellDISNEY WALT CO$146,159
-25.8%
1,803
-18.3%
0.04%
-27.1%
SYY SellSYSCO CORP$144,522
-53.0%
2,188
-47.2%
0.03%
-55.3%
LLY BuyELI LILLY & CO$142,898
+36.6%
266
+19.3%
0.03%
+30.8%
APH  AMPHENOL CORP NEWcl a$142,364
-1.1%
1,6950.0%0.03%
-2.9%
TSM BuyTAIWAN SEMICONDUCTOR MFG LTDsponsored ads$143,559
-9.4%
1,652
+5.2%
0.03%
-12.8%
ITW BuyILLINOIS TOOL WKS INC$143,944
+40.3%
625
+52.4%
0.03%
+36.0%
BA  BOEING CO$141,460
-9.2%
7380.0%0.03%
-10.5%
STT SellSTATE STR CORP$141,152
-8.8%
2,108
-0.3%
0.03%
-10.5%
RTX SellRTX CORPORATION$138,549
-29.0%
1,925
-3.3%
0.03%
-31.2%
PRU  PRUDENTIAL FINL INC$129,948
+7.6%
1,3690.0%0.03%
+3.3%
QQQ SellINVESCO QQQ TRunit ser 1$128,030
-27.3%
357
-25.2%
0.03%
-27.9%
UL  UNILEVER PLCspon adr new$128,064
-5.2%
2,5920.0%0.03%
-6.1%
VXUS BuyVANGUARD STAR FDSvg tl intl stk f$130,741
+0.7%
2,443
+5.5%
0.03%
-3.1%
SO BuySOUTHERN CO$130,605
-7.6%
2,018
+0.2%
0.03%
-11.4%
EQT SellEQT CORP$131,885
-1.6%
3,250
-0.3%
0.03%
-6.1%
NKE SellNIKE INCcl b$127,377
-13.5%
1,332
-0.1%
0.03%
-16.7%
CVNA  CARVANA COcl a$125,940
+62.0%
3,0000.0%0.03%
+57.9%
V BuyVISA INC$125,381
+6.0%
545
+9.4%
0.03%
+3.4%
VZ BuyVERIZON COMMUNICATIONS INC$124,358
-4.3%
3,837
+9.8%
0.03%
-6.2%
MDT BuyMEDTRONIC PLC$124,044
+8.8%
1,583
+22.3%
0.03%
+7.1%
AMSC  AMERICAN SUPERCONDUCTOR CORP$124,357
+20.6%
16,4710.0%0.03%
+20.0%
COP  CONOCOPHILLIPS$121,899
+15.6%
1,0180.0%0.03%
+11.5%
IJJ  ISHARES TRs&p mc 400vl etf$121,446
-5.3%
1,1970.0%0.03%
-9.4%
SCHF  SCHWAB STRATEGIC TRintl eqty etf$117,196
-4.7%
3,4510.0%0.03%
-6.7%
PCAR  PACCAR INC$119,415
+1.6%
1,4050.0%0.03%
-3.4%
GILD SellGILEAD SCIENCES INC$111,211
-3.9%
1,484
-1.1%
0.03%
-3.6%
DE BuyDEERE & CO$107,589
-1.3%
285
+5.9%
0.03%
-3.7%
CME  CME GROUP INC$108,920
+8.1%
5440.0%0.03%
+4.0%
UNP BuyUNION PAC CORP$103,241
+9.4%
507
+10.0%
0.02%
+8.7%
HON SellHONEYWELL INTL INC$106,503
-11.3%
576
-0.3%
0.02%
-16.7%
GLW SellCORNING INC$101,623
-13.3%
3,335
-0.3%
0.02%
-17.2%
PINS  PINTEREST INCcl a$102,525
-1.1%
3,7930.0%0.02%
-7.7%
SHY SellISHARES TR1 3 yr treas bd$97,164
-14.4%
1,200
-14.3%
0.02%
-17.9%
ETN  EATON CORP PLC$97,500
+6.1%
4570.0%0.02%0.0%
PLD BuyPROLOGIS INC.$97,848
-7.9%
872
+0.7%
0.02%
-11.5%
XYL SellXYLEM INC$96,947
-19.4%
1,065
-0.3%
0.02%
-23.3%
AVGO BuyBROADCOM INC$97,178
+15.5%
117
+20.6%
0.02%
+9.5%
VEA SellVANGUARD TAX-MANAGED FDSvan ftse dev mkt$97,234
-31.9%
2,224
-28.0%
0.02%
-34.3%
BuyDIMENSIONAL ETF TRUSTinternatnal val$93,379
+0.2%
2,863
+0.9%
0.02%
-4.3%
ED SellCONSOLIDATED EDISON INC$91,603
-5.8%
1,071
-0.5%
0.02%
-8.3%
APD BuyAIR PRODS & CHEMS INC$87,854
-0.9%
310
+4.7%
0.02%
-4.5%
AXP SellAMERICAN EXPRESS CO$89,813
-14.6%
602
-0.3%
0.02%
-19.2%
UPS SellUNITED PARCEL SERVICE INCcl b$83,899
-13.2%
538
-0.2%
0.02%
-16.7%
DFAS BuyDIMENSIONAL ETF TRUSTus small cap etf$82,254
-3.9%
1,567
+0.3%
0.02%
-4.8%
VRSK  VERISK ANALYTICS INC$82,212
+4.5%
3480.0%0.02%
+5.3%
WEC BuyWEC ENERGY GROUP INC$84,739
-5.1%
1,052
+4.0%
0.02%
-9.1%
BSX SellBOSTON SCIENTIFIC CORP$82,896
-2.9%
1,570
-0.6%
0.02%
-4.8%
LDI  LOANDEPOT INC$85,264
-18.9%
49,5720.0%0.02%
-23.1%
CCK BuyCROWN HLDGS INC$81,756
+23393.1%
924
+23000.0%
0.02%
KHC  KRAFT HEINZ CO$84,851
-5.2%
2,5220.0%0.02%
-9.1%
ZBH  ZIMMER BIOMET HOLDINGS INC$79,387
-22.9%
7070.0%0.02%
-24.0%
PRGO NewPERRIGO CO PLC$78,2782,450
+100.0%
0.02%
 SAMSARA INC$75,630
-9.0%
3,0000.0%0.02%
-10.0%
TER BuyTERADYNE INC$74,843
+6.7%
745
+18.3%
0.02%
+5.9%
INMD BuyINMODE LTD$74,232
-16.0%
2,437
+3.0%
0.02%
-18.2%
SCHW SellSCHWAB CHARLES CORP$76,095
-21.5%
1,386
-19.0%
0.02%
-25.0%
TYL  TYLER TECHNOLOGIES INC$77,228
-7.3%
2000.0%0.02%
-10.0%
SOFI BuySOFI TECHNOLOGIES INC$75,562
+79.2%
9,457
+87.0%
0.02%
+80.0%
PUBM BuyPUBMATIC INC$69,575
+17.1%
5,750
+76.9%
0.02%
+13.3%
BAC BuyBANK AMERICA CORP$70,187
+4.3%
2,563
+9.3%
0.02%0.0%
MCO SellMOODYS CORP$73,039
-9.5%
231
-0.4%
0.02%
-15.0%
ROKU  ROKU INC$70,943
+10.4%
1,0050.0%0.02%
+6.2%
AMD SellADVANCED MICRO DEVICES INC$71,872
-10.2%
699
-0.6%
0.02%
-15.0%
TDG  TRANSDIGM GROUP INC$70,823
-5.7%
840.0%0.02%
-5.6%
OGN SellORGANON & CO$66,906
-16.9%
3,854
-0.4%
0.02%
-20.0%
ILMN SellILLUMINA INC$68,366
-27.5%
498
-1.0%
0.02%
-30.4%
T BuyAT&T INC$65,151
+16.5%
4,338
+23.8%
0.02%
+14.3%
CYBR  CYBERARK SOFTWARE LTD$61,414
+4.8%
3750.0%0.02%
+7.1%
TD  TORONTO DOMINION BK ONT$61,888
-2.8%
1,0270.0%0.02%
-6.2%
QCOM SellQUALCOMM INC$63,451
-7.5%
571
-0.9%
0.02%
-11.8%
 RB GLOBAL INC$62,500
+4.2%
1,0000.0%0.02%0.0%
VTI SellVANGUARD INDEX FDStotal stk mkt$62,066
-63.4%
292
-62.1%
0.02%
-64.3%
NET  CLOUDFLARE INC$63,671
-3.6%
1,0100.0%0.02%
-6.2%
RY  ROYAL BK CDA$57,973
-8.5%
6630.0%0.01%
-12.5%
DFUS BuyDIMENSIONAL ETF TRUSTus equity etf$59,558
-3.0%
1,279
+0.3%
0.01%
-6.7%
APTV BuyAPTIV PLC$60,535
+39.5%
614
+44.5%
0.01%
+27.3%
EL  LAUDER ESTEE COS INCcl a$53,777
-26.4%
3720.0%0.01%
-27.8%
ANET BuyARISTA NETWORKS INC$53,524
+26.5%
291
+11.5%
0.01%
+30.0%
PPL BuyPPL CORP$54,047
-10.9%
2,294
+0.0%
0.01%
-13.3%
TXN SellTEXAS INSTRS INC$53,919
-57.0%
339
-51.4%
0.01%
-58.1%
VNQI  VANGUARD INTL EQUITY INDEX Fglb ex us etf$52,907
-3.1%
1,3590.0%0.01%0.0%
IWP NewISHARES TRrus md cp gr etf$51,339562
+100.0%
0.01%
NewKENVUE INC$48,6942,425
+100.0%
0.01%
VRTX  VERTEX PHARMACEUTICALS INC$52,161
-1.2%
1500.0%0.01%
-7.7%
TT  TRANE TECHNOLOGIES PLC$49,105
+6.1%
2420.0%0.01%
+9.1%
CMCSA BuyCOMCAST CORP NEWcl a$50,185
+128.8%
1,132
+114.4%
0.01%
+140.0%
NewODDITY TECH LTD$50,7471,790
+100.0%
0.01%
IDV  ISHARES TRintl sel div etf$52,324
-3.5%
2,0600.0%0.01%
-7.7%
SHLS BuySHOALS TECHNOLOGIES GROUP INcl a$51,265
-25.5%
2,809
+4.3%
0.01%
-29.4%
BuySHELL PLCspon ads$49,745
+11.2%
773
+4.3%
0.01%
+9.1%
ARKK  ARK ETF TRinnovation etf$46,414
-10.1%
1,1700.0%0.01%
-15.4%
 SES AI CORPORATION$47,959
-7.0%
21,1270.0%0.01%
-15.4%
ANSS  ANSYS INC$45,228
-9.9%
1520.0%0.01%
-8.3%
WMS  ADVANCED DRAIN SYS INC DEL$45,305
+0.0%
3980.0%0.01%0.0%
BABA  ALIBABA GROUP HLDG LTDsponsored ads$44,238
+4.1%
5100.0%0.01%
+10.0%
 CANADIAN PACIFIC KANSAS CITY$44,646
-7.9%
6000.0%0.01%
-8.3%
GIS SellGENERAL MLS INC$43,617
-17.4%
682
-1.0%
0.01%
-23.1%
CB BuyCHUBB LIMITED$42,053
+30.0%
202
+20.2%
0.01%
+25.0%
AMGN  AMGEN INC$43,003
+21.0%
1600.0%0.01%
+11.1%
AEP BuyAMERICAN ELEC PWR CO INC$40,960
+4.0%
545
+16.5%
0.01%0.0%
 GLOBALFOUNDRIES INCordinary shares$40,733
-9.9%
7000.0%0.01%
-9.1%
HEI  HEICO CORP NEW$42,750
-8.5%
2640.0%0.01%
-9.1%
SCHX BuySCHWAB STRATEGIC TRus lrg cap etf$41,362
-3.1%
817
+0.2%
0.01%0.0%
PWR BuyQUANTA SVCS INC$37,789
+28.2%
202
+34.7%
0.01%
+28.6%
TROW  PRICE T ROWE GROUP INC$37,754
-6.4%
3600.0%0.01%
-10.0%
MUB NewISHARES TRnational mun etf$37,120362
+100.0%
0.01%
AMAT  APPLIED MATLS INC$37,797
-4.2%
2730.0%0.01%
-10.0%
MCK  MCKESSON CORP$36,095
+1.8%
830.0%0.01%0.0%
MTB BuyM & T BK CORP$39,589
+3.5%
313
+1.3%
0.01%0.0%
SBCF  SEACOAST BKG CORP FLA$37,618
-0.6%
1,7130.0%0.01%0.0%
IRM NewIRON MTN INC DEL$37,454630
+100.0%
0.01%
F SellFORD MTR CO DEL$38,483
-37.8%
3,098
-24.2%
0.01%
-40.0%
OTIS  OTIS WORLDWIDE CORP$32,606
-9.8%
4060.0%0.01%
-11.1%
CPRT BuyCOPART INC$35,291
+18.7%
819
+151.2%
0.01%
+14.3%
LQDT  LIQUIDITY SVCS INC$34,359
+6.8%
1,9500.0%0.01%0.0%
ADM  ARCHER DANIELS MIDLAND CO$31,429
-0.2%
4170.0%0.01%0.0%
SBUX BuySTARBUCKS CORP$28,341
-7.3%
311
+0.6%
0.01%
-12.5%
LNG  CHENIERE ENERGY INC$30,039
+8.9%
1810.0%0.01%0.0%
PYPL SellPAYPAL HLDGS INC$30,692
-57.1%
525
-51.0%
0.01%
-61.1%
MQ  MARQETA INC$31,395
+22.8%
5,2500.0%0.01%
+16.7%
TXRH  TEXAS ROADHOUSE INC$27,869
-14.4%
2900.0%0.01%
-12.5%
DUK SellDUKE ENERGY CORP NEW$28,495
-10.8%
323
-9.3%
0.01%
-12.5%
SCHE SellSCHWAB STRATEGIC TRemrg mkteq etf$31,290
-25.9%
1,307
-23.8%
0.01%
-30.0%
PNC SellPNC FINL SVCS GROUP INC$28,102
-6.2%
229
-3.8%
0.01%0.0%
MKC SellMCCORMICK & CO INC$28,340
-14.4%
375
-1.3%
0.01%
-12.5%
PSX  PHILLIPS 66$27,585
+26.0%
2300.0%0.01%
+40.0%
WWD SellWOODWARD INC$31,065
-41.9%
250
-44.4%
0.01%
-46.2%
ORLY  OREILLY AUTOMOTIVE INC$30,902
-4.9%
340.0%0.01%
-12.5%
 LINDE PLC$29,803
-2.3%
800.0%0.01%
-12.5%
CDW BuyCDW CORP$29,256
+77.1%
145
+61.1%
0.01%
+75.0%
MS BuyMORGAN STANLEY$28,367
+24.2%
347
+30.0%
0.01%
+16.7%
 JOBY AVIATION INC$24,833
-37.1%
3,8500.0%0.01%
-40.0%
NEM BuyNEWMONT CORP$26,036
+196.8%
705
+242.2%
0.01%
+200.0%
WFC  WELLS FARGO CO NEW$26,769
-4.3%
6550.0%0.01%
-14.3%
BuyWARNER BROS DISCOVERY INC$25,967
-4.4%
2,391
+10.4%
0.01%
-14.3%
ALB  ALBEMARLE CORP$26,697
-23.8%
1570.0%0.01%
-33.3%
AWK BuyAMERICAN WTR WKS CO INC NEW$26,252
-3.2%
212
+11.6%
0.01%
-14.3%
BX BuyBLACKSTONE INC$25,178
+54.8%
235
+34.3%
0.01%
+50.0%
ADSK SellAUTODESK INC$25,244
-0.5%
122
-1.6%
0.01%0.0%
TSCO  TRACTOR SUPPLY CO$27,209
-8.2%
1340.0%0.01%
-14.3%
BRKS NewAZENTA INC$25,095500
+100.0%
0.01%
BRO  BROWN & BROWN INC$26,959
+1.5%
3860.0%0.01%
-14.3%
SEDG SellSOLAREDGE TECHNOLOGIES INC$25,902
-66.6%
200
-30.6%
0.01%
-68.4%
FANG  DIAMONDBACK ENERGY INC$25,436
+17.9%
1640.0%0.01%
+20.0%
XLB BuySELECT SECTOR SPDR TRsbi materials$24,060
-4.7%
306
+0.3%
0.01%0.0%
TILE  INTERFACE INC$24,525
+11.6%
2,5000.0%0.01%
+20.0%
SCHB BuySCHWAB STRATEGIC TRus brd mkt etf$25,005
-3.4%
502
+0.2%
0.01%0.0%
SellKYNDRYL HLDGS INC$24,447
+13.4%
1,619
-0.2%
0.01%
+20.0%
IJT BuyISHARES TRs&p sml 600 gwt$24,420
+19.4%
222
+24.7%
0.01%
+20.0%
ITA NewISHARES TRus aer def etf$24,056227
+100.0%
0.01%
MSI BuyMOTOROLA SOLUTIONS INC$26,408
+30.5%
97
+40.6%
0.01%
+20.0%
STAG  STAG INDL INC$21,742
-3.8%
6300.0%0.01%
-16.7%
SLB BuySCHLUMBERGER LTD$21,169
+223.8%
363
+172.9%
0.01%
+150.0%
DVYE  ISHARES INCem mkts div etf$19,985
-2.8%
8390.0%0.01%0.0%
HSIC BuyHENRY SCHEIN INC$22,647
-6.9%
305
+1.7%
0.01%
-16.7%
HPQ  HP INC$21,717
-16.3%
8450.0%0.01%
-16.7%
BuyNUSCALE PWR CORP$21,560
+44.1%
4,400
+100.0%
0.01%
+25.0%
BuySYMBOTIC INC$20,794
-13.6%
622
+10.7%
0.01%
-16.7%
LULU BuyLULULEMON ATHLETICA INC$20,052
+26.1%
52
+23.8%
0.01%
+25.0%
MKTX  MARKETAXESS HLDGS INC$19,281
-18.3%
900.0%0.01%
-16.7%
COG  COTERRA ENERGY INC$19,377
+6.9%
7160.0%0.01%
+25.0%
CSX SellCSX CORP$19,380
-10.0%
630
-0.2%
0.01%0.0%
CRWD  CROWDSTRIKE HLDGS INCcl a$20,451
+14.0%
1220.0%0.01%
+25.0%
NFLX SellNETFLIX INC$22,656
-15.7%
60
-1.6%
0.01%
-28.6%
LH  LABORATORY CORP AMER HLDGS$19,502
-16.7%
970.0%0.01%
-16.7%
SLF  SUN LIFE FINANCIAL INC.$19,130
-6.4%
3920.0%0.01%0.0%
LRCX BuyLAM RESEARCH CORP$17,550
+70.6%
28
+75.0%
0.00%
+33.3%
FDX  FEDEX CORP$14,836
+6.9%
560.0%0.00%
+33.3%
ECL  ECOLAB INC$15,924
-9.3%
940.0%0.00%0.0%
 SEVEN HILLS REALTY TRUST$15,736
+6.4%
1,4410.0%0.00%0.0%
SMCI BuySUPER MICRO COMPUTER INC$15,357
+33.9%
56
+21.7%
0.00%
+33.3%
STZ  CONSTELLATION BRANDS INCcl a$16,844
+2.1%
670.0%0.00%0.0%
ESGR  ENSTAR GROUP LIMITED$18,150
-0.9%
750.0%0.00%
-20.0%
GTLS BuyCHART INDS INC$16,912
+51.2%
100
+42.9%
0.00%
+33.3%
SCHC  SCHWAB STRATEGIC TRintl sceqt etf$15,448
-4.5%
4790.0%0.00%0.0%
OEF  ISHARES TRs&p 100 etf$18,058
-3.1%
900.0%0.00%
-20.0%
IJK NewISHARES TRs&p mc 400gr etf$15,026208
+100.0%
0.00%
FCX  FREEPORT-MCMORAN INCcl b$13,611
-6.8%
3650.0%0.00%
-25.0%
 APOLLO GLOBAL MGMT INC$11,220
+16.9%
1250.0%0.00%
+50.0%
HJEN  DIREXION SHS ETF TRhydrogen etf$12,005
-10.0%
1,0000.0%0.00%0.0%
TW  TRADEWEB MKTS INCcl a$10,587
+17.1%
1320.0%0.00%
+50.0%
DBX NewDROPBOX INCcl a$13,615500
+100.0%
0.00%
AZO BuyAUTOZONE INC$12,700
+409.2%
5
+400.0%
0.00%
+200.0%
SMH  VANECK ETF TRUSTsemiconductr etf$14,498
-4.8%
1000.0%0.00%
-25.0%
ENB  ENBRIDGE INC$14,356
-9.7%
4280.0%0.00%
-25.0%
ENPH BuyENPHASE ENERGY INC$14,539
-27.7%
121
+0.8%
0.00%
-40.0%
EPD  ENTERPRISE PRODS PARTNERS L$10,948
+3.9%
4000.0%0.00%0.0%
WAT  WATERS CORP$13,163
+2.9%
480.0%0.00%0.0%
DLN NewWISDOMTREE TRus largecap divd$12,298200
+100.0%
0.00%
YUM SellYUM BRANDS INC$12,494
-18.0%
100
-9.1%
0.00%
-25.0%
ZM  ZOOM VIDEO COMMUNICATIONS INcl a$13,639
+3.0%
1950.0%0.00%0.0%
ONEQ  FIDELITY COMWLTH TR$14,558
-3.9%
2800.0%0.00%
-25.0%
QTEC  FIRST TR NASDAQ 100 TECH IND$10,773
-1.2%
740.0%0.00%0.0%
GNRC  GENERAC HLDGS INC$11,877
-26.9%
1090.0%0.00%
-25.0%
LIT  GLOBAL X FDSlithium btry etf$11,034
-15.1%
2000.0%0.00%0.0%
HPE  HEWLETT PACKARD ENTERPRISE C$14,313
+3.4%
8240.0%0.00%0.0%
IR  INGERSOLL RAND INC$13,573
-2.5%
2130.0%0.00%0.0%
INGR NewINGREDION INC$12,202124
+100.0%
0.00%
RSP NewINVESCO EXCHANGE TRADED FD Ts&p500 eql wgt$14,453102
+100.0%
0.00%
DVY  ISHARES TRselect divid etf$13,788
-5.0%
1280.0%0.00%
-25.0%
IWM  ISHARES TRrussell 2000 etf$13,224
-5.6%
750.0%0.00%0.0%
AOR NewISHARES TRgrwt allocat etf$13,391271
+100.0%
0.00%
LMT SellLOCKHEED MARTIN CORP$11,873
-32.2%
29
-23.7%
0.00%
-25.0%
CHTR SellCHARTER COMMUNICATIONS INC Ncl a$10,996
-47.5%
25
-56.1%
0.00%
-40.0%
CTAS BuyCINTAS CORP$11,548
+286.7%
24
+300.0%
0.00%
+200.0%
CWEN  CLEARWAY ENERGY INCcl c$11,554
-25.9%
5460.0%0.00%
-25.0%
OKE BuyONEOK INC NEW$12,766
+521.8%
201
+509.1%
0.00%
+200.0%
CDNS BuyCADENCE DESIGN SYSTEM INC$7,967
+465.8%
34
+466.7%
0.00%
KRUS BuyKURA SUSHI USA INC$7,075
+26.9%
107
+78.3%
0.00%
+100.0%
NewDUOLINGO INC$7,79647
+100.0%
0.00%
QFIN BuyQIFU TECHNOLOGY INCamerican dep$8,756
+66.1%
570
+86.9%
0.00%
+100.0%
ALGN BuyALIGN TECHNOLOGY INC$10,076
-11.0%
33
+3.1%
0.00%
-33.3%
C SellCITIGROUP INC$6,376
-18.5%
155
-8.8%
0.00%0.0%
MPC  MARATHON PETE CORP$7,454
+29.8%
490.0%0.00%
+100.0%
BG NewBUNGE LIMITED$7,57870
+100.0%
0.00%
PSLV  SPROTT PHYSICAL SILVER TRtr unit$7,580
-2.7%
1,0000.0%0.00%0.0%
SNOW  SNOWFLAKE INCcl a$8,720
-13.2%
570.0%0.00%0.0%
ABNB  AIRBNB INC$10,154
+7.1%
740.0%0.00%0.0%
NVS BuyNOVARTIS AGsponsored adr$8,455
+33.0%
83
+31.7%
0.00%0.0%
IDXX  IDEXX LABS INC$9,183
-12.9%
210.0%0.00%
-33.3%
FTNT BuyFORTINET INC$7,218
+315.1%
123
+434.8%
0.00%
NAD  NUVEEN QUALITY MUNCP INCOME$10,343
-10.0%
1,0200.0%0.00%
-33.3%
VIAC  PARAMOUNT GLOBAL$9,654
-18.9%
7480.0%0.00%
-33.3%
SRPT NewSAREPTA THERAPEUTICS INC$8,12267
+100.0%
0.00%
BLK BuyBLACKROCK INC$9,069
+225.8%
14
+250.0%
0.00%
+100.0%
MMC  MARSH & MCLENNAN COS INC$6,471
+1.2%
340.0%0.00%0.0%
MTD BuyMETTLER TOLEDO INTERNATIONAL$8,865
-3.5%
8
+14.3%
0.00%0.0%
MAR  MARRIOTT INTL INC NEWcl a$6,534
+7.2%
330.0%0.00%
+100.0%
YUMC  YUM CHINA HLDGS INC$9,194
-1.4%
1650.0%0.00%0.0%
MSTR NewMICROSTRATEGY INCcl a new$8,20725
+100.0%
0.00%
XL  SPRUCE POWER HOLDING CORP$10,200
-16.2%
15,0000.0%0.00%
-33.3%
RGA NewREINSURANCE GRP OF AMERICA I$9,29364
+100.0%
0.00%
DGRW NewWISDOMTREE TRus qtly div grt$9,524150
+100.0%
0.00%
ORCL SellORACLE CORP$8,792
-14.2%
83
-3.5%
0.00%
-33.3%
TQQQ  PROSHARES TRultrapro qqq$8,905
-13.1%
2500.0%0.00%
-33.3%
ALNY  ALNYLAM PHARMACEUTICALS INC$8,855
-6.8%
500.0%0.00%0.0%
CCL  CARNIVAL CORP$6,860
-27.1%
5000.0%0.00%0.0%
JD BuyJD.COM INCspon adr cl a$9,555
+57.3%
328
+84.3%
0.00%
+100.0%
IUSG  ISHARES TRcore s&p us gwt$6,772
-2.9%
710.0%0.00%0.0%
CAT  CATERPILLAR INC$9,589
+10.9%
350.0%0.00%0.0%
MCHP  MICROCHIP TECHNOLOGY INC.$2,662
-12.9%
340.0%0.00%0.0%
CHD  CHURCH & DWIGHT CO INC$2,205
-8.6%
240.0%0.00%0.0%
FREL NewFIDELITY COVINGTON TRUSTmsci rl est etf$2,275100
+100.0%
0.00%
DGX BuyQUEST DIAGNOSTICS INC$3,656
+4.0%
30
+20.0%
0.00%0.0%
FAST  FASTENAL CO$2,523
-7.4%
460.0%0.00%0.0%
CLH  CLEAN HARBORS INC$3,515
+1.8%
210.0%0.00%0.0%
MNST SellMONSTER BEVERAGE CORP NEW$3,548
-16.5%
67
-9.5%
0.00%0.0%
AON SellAON PLC$3,571
-13.9%
11
-8.3%
0.00%0.0%
DB  DEUTSCHE BANK A Gnamen akt$5,649
+4.4%
5140.0%0.00%0.0%
EXC BuyEXELON CORP$2,766
+53.7%
73
+65.9%
0.00%
DNP BuyDNP SELECT INCOME FD INC$2,548
-8.3%
268
+1.1%
0.00%0.0%
ES BuyEVERSOURCE ENERGY$3,257
+282.3%
56
+366.7%
0.00%
ABC  CENCORA INC$2,163
-6.5%
120.0%0.00%0.0%
WMB  WILLIAMS COS INC$3,572
+3.3%
1060.0%0.00%0.0%
SAN NewBANCO SANTANDER S.A.adr$2,384634
+100.0%
0.00%
EQIX  EQUINIX INC$2,906
-7.3%
40.0%0.00%0.0%
AMP  AMERIPRISE FINL INC$3,305
-0.8%
100.0%0.00%0.0%
BP BuyBP PLCsponsored adr$6,234
+56.3%
161
+42.5%
0.00%0.0%
NTRS  NORTHERN TR CORP$2,502
-6.3%
360.0%0.00%0.0%
WAB  WABTEC$3,614
-3.1%
340.0%0.00%0.0%
VTRS  VIATRIS INC$5,895
-1.2%
5980.0%0.00%0.0%
VRSN BuyVERISIGN INC$2,228
+9.5%
11
+22.2%
0.00%0.0%
VOE  VANGUARD INDEX FDSmcap vl idxvip$4,698
-4.8%
360.0%0.00%0.0%
EA SellELECTRONIC ARTS INC$2,773
-17.9%
23
-11.5%
0.00%0.0%
EW SellEDWARDS LIFESCIENCES CORP$2,980
-28.2%
43
-2.3%
0.00%0.0%
VIG  VANGUARD SPECIALIZED FUNDSdiv app etf$4,662
-4.3%
300.0%0.00%0.0%
ATVI BuyACTIVISION BLIZZARD INC$2,903
+27.5%
31
+14.8%
0.00%0.0%
CAG BuyCONAGRA BRANDS INC$4,446
+352.3%
162
+458.6%
0.00%
CCI BuyCROWN CASTLE INC$2,117
+85.7%
23
+130.0%
0.00%
A SellAGILENT TECHNOLOGIES INC$2,349
-30.2%
21
-25.0%
0.00%0.0%
VLO  VALERO ENERGY CORP$4,847
+20.8%
340.0%0.00%0.0%
EOG  EOG RES INC$5,831
+10.8%
460.0%0.00%0.0%
TXT  TEXTRON INC$2,579
+15.5%
330.0%0.00%0.0%
TDY NewTELEDYNE TECHNOLOGIES INC$5,72114
+100.0%
0.00%
TGT BuyTARGET CORP$4,222
-6.4%
38
+11.8%
0.00%0.0%
D BuyDOMINION ENERGY INC$2,744
+37.9%
61
+60.5%
0.00%
SWKS  SKYWORKS SOLUTIONS INC$2,382
-10.9%
240.0%0.00%0.0%
SHW  SHERWIN WILLIAMS CO$5,366
-3.9%
210.0%0.00%0.0%
NOW  SERVICENOW INC$5,031
-0.5%
90.0%0.00%0.0%
DKS NewDICKS SPORTING GOODS INC$3,47532
+100.0%
0.00%
SE NewSEA LTDsponsord ads$2,85765
+100.0%
0.00%
SCHA  SCHWAB STRATEGIC TRus sml cap etf$2,272
-5.1%
550.0%0.00%0.0%
DVN SellDEVON ENERGY CORP NEW$4,484
-91.5%
94
-91.4%
0.00%
-92.3%
CE NewCELANESE CORP DEL$6,02548
+100.0%
0.00%
ROP  ROPER TECHNOLOGIES INC$2,422
+0.7%
50.0%0.00%0.0%
BuyRIVIAN AUTOMOTIVE INC$3,642
+337.2%
150
+200.0%
0.00%
APA  APA CORPORATION$2,724
+20.3%
660.0%0.00%0.0%
RSG  REPUBLIC SVCS INC$4,276
-7.0%
300.0%0.00%0.0%
PFG  PRINCIPAL FINANCIAL GROUP IN$2,324
-4.9%
320.0%0.00%0.0%
PGR  PROGRESSIVE CORP$3,344
+5.3%
240.0%0.00%0.0%
RC  READY CAPITAL CORP$4,772
-10.4%
4720.0%0.00%0.0%
K BuyKELLANOVA$3,171
-0.5%
53
+12.8%
0.00%0.0%
PXD  PIONEER NAT RES CO$2,354
+10.8%
100.0%0.00%0.0%
TIP NewISHARES TRtips bd etf$5,18650
+100.0%
0.00%
KR SellKROGER CO$2,473
-6.5%
55
-1.8%
0.00%0.0%
IQV  IQVIA HLDGS INC$3,935
-12.5%
200.0%0.00%0.0%
COF  CAPITAL ONE FINL CORP$4,094
-11.3%
420.0%0.00%0.0%
INTU  INTUIT$6,132
+11.5%
120.0%0.00%0.0%
IPG BuyINTERPUBLIC GROUP COS INC$5,016
+827.2%
175
+1150.0%
0.00%
AAL  AMERICAN AIRLS GROUP INC$3,126
-28.6%
2440.0%0.00%0.0%
ICE  INTERCONTINENTAL EXCHANGE IN$3,741
-2.7%
340.0%0.00%0.0%
CNC BuyCENTENE CORP DEL$3,996
+13.9%
58
+11.5%
0.00%0.0%
LDOS  LEIDOS HOLDINGS INC$4,516
+4.2%
490.0%0.00%0.0%
CHPT  CHARGEPOINT HOLDINGS INC$3,151
-43.5%
6340.0%0.00%0.0%
HMC NewHONDA MOTOR LTD$2,22166
+100.0%
0.00%
HAL  HALLIBURTON CO$4,302
+22.7%
1060.0%0.00%0.0%
UPRO  PROSHARES TRultrpro s&p500$4,117
-13.1%
1000.0%0.00%0.0%
DHI  D R HORTON INC$3,017
-11.7%
280.0%0.00%0.0%
QYLD  GLOBAL X FDSnasdaq 100 cover$5,031
-5.5%
3000.0%0.00%0.0%
ALL  ALLSTATE CORP$4,368
+2.2%
390.0%0.00%0.0%
GM SellGENERAL MTRS CO$2,345
-29.4%
71
-17.4%
0.00%0.0%
BHF  BRIGHTHOUSE FINL INC$4,894
+3.4%
1000.0%0.00%0.0%
BKNG  BOOKING HOLDINGS INC$6,168
+14.2%
20.0%0.00%0.0%
M  MACYS INC$5,887
-27.7%
5070.0%0.00%
-50.0%
FSP BuyFRANKLIN STR PPTYS CORP$3,626
+28.3%
1,960
+0.6%
0.00%0.0%
FOXA NewFOX CORP$4,868156
+100.0%
0.00%
CHWY  CHEWY INCcl a$3,908
-53.7%
2140.0%0.00%
-50.0%
MRVL  MARVELL TECHNOLOGY INC$6,063
-9.5%
1120.0%0.00%
-50.0%
AMT BuyAMERICAN TOWER CORP NEW$3,783
+30.0%
23
+53.3%
0.00%0.0%
FFC BuyFLAHERTY & CRUMRINE PFD SECS$5,826
-3.8%
449
+1.8%
0.00%0.0%
BIO  BIO RAD LABS INCcl a$2,510
-5.4%
70.0%0.00%0.0%
FISV  FISERV INC$2,937
-10.5%
260.0%0.00%0.0%
BBY  BEST BUY INC$5,211
-15.2%
750.0%0.00%
-50.0%
RACE  FERRARI N V$3,547
-9.1%
120.0%0.00%0.0%
FITB SellFIFTH THIRD BANCORP$2,230
-14.9%
88
-12.0%
0.00%0.0%
UDR ExitUDR INC$0-11
-100.0%
0.00%
AGCO  AGCO CORP$355
-10.1%
30.0%0.00%
AKAM  AKAMAI TECHNOLOGIES INC$427
+18.6%
40.0%0.00%
ALSN  ALLISON TRANSMISSION HLDGS I$296
+4.6%
50.0%0.00%
AEE SellAMEREN CORP$749
-16.7%
10
-9.1%
0.00%
AME  AMETEK INC$887
-8.7%
60.0%0.00%
AMKR  AMKOR TECHNOLOGY INC$294
-24.0%
130.0%0.00%
ANTM  ELEVANCE HEALTH INC$874
-1.9%
20.0%0.00%
ASPN  ASPEN AEROGELS INC$18
+12.5%
20.0%0.00%
AZN  ASTRAZENECA PLCsponsored adr$678
-5.3%
100.0%0.00%
AVB SellAVALONBAY CMNTYS INC$516
-69.7%
3
-66.7%
0.00%
AGR BuyAVANGRID INC$785
+48.7%
26
+85.7%
0.00%
BLL  BALL CORP$1,298
-14.5%
260.0%0.00%
BK  BANK NEW YORK MELLON CORP$1,024
-4.2%
240.0%0.00%
BAX NewBAXTER INTL INC$41611
+100.0%
0.00%
BILL  BILL HOLDINGS INC$326
-7.1%
30.0%0.00%
BIIB  BIOGEN INC$1,543
-9.8%
60.0%0.00%
BLUE  BLUEBIRD BIO INC$128
-7.9%
420.0%0.00%
BWA  BORGWARNER INC$646
-17.5%
160.0%0.00%
BR  BROADRIDGE FINL SOLUTIONS IN$717
+8.1%
40.0%0.00%
BFB  BROWN FORMAN CORPcl b$462
-13.6%
80.0%0.00%
CBOE NewCBOE GLOBAL MKTS INC$3132
+100.0%
0.00%
CHRW BuyC H ROBINSON WORLDWIDE INC$1,125
+31.6%
13
+44.4%
0.00%
CMS BuyCMS ENERGY CORP$691
+67.7%
13
+85.7%
0.00%
CPB NewCAMPBELL SOUP CO$94523
+100.0%
0.00%
CAH  CARDINAL HEALTH INC$695
-8.2%
80.0%0.00%
 CELULARITY INC$534
-58.2%
2,4000.0%0.00%
CNP NewCENTERPOINT ENERGY INC$37614
+100.0%
0.00%
CC  CHEMOURS CO$281
-23.8%
100.0%0.00%
CHK  CHESAPEAKE ENERGY CORP$345
+3.0%
40.0%0.00%
CMG NewCHIPOTLE MEXICAN GRILL INC$1,8321
+100.0%
0.00%
CFG  CITIZENS FINL GROUP INC$536
+2.7%
200.0%0.00%
CTSH  COGNIZANT TECHNOLOGY SOLUTIOcl a$542
+3.6%
80.0%0.00%
COIN  COINBASE GLOBAL INC$1,727
+4.9%
230.0%0.00%
CBSH NewCOMMERCE BANCSHARES INC$48010
+100.0%
0.00%
CMC  COMMERCIAL METALS CO$346
-6.2%
70.0%0.00%
CMPS  COMPASS PATHWAYS PLCsponsored ads$385
-10.7%
520.0%0.00%
 CONSTELLATION ENERGY CORP$1,638
+19.1%
150.0%0.00%
CSGP  COSTAR GROUP INC$769
-13.6%
100.0%0.00%
DTE SellDTE ENERGY CO$795
-44.4%
8
-38.5%
0.00%
DTM SellDT MIDSTREAM INC$212
-69.5%
4
-71.4%
0.00%
DRI  DARDEN RESTAURANTS INC$430
-14.3%
30.0%0.00%
DECK  DECKERS OUTDOOR CORP$515
-2.5%
10.0%0.00%
DXCM BuyDEXCOM INC$1,307
-21.8%
14
+7.7%
0.00%
DLR  DIGITAL RLTY TR INC$848
+6.3%
70.0%0.00%
DFS SellDISCOVER FINL SVCS$1,569
-44.3%
18
-25.0%
0.00%
-100.0%
LABU  DIREXION SHS ETF TRsp biotch bl new$1,905
-35.6%
5000.0%0.00%
-100.0%
DG SellDOLLAR GEN CORP NEW$847
-98.4%
8
-97.5%
0.00%
-100.0%
DCI  DONALDSON INC$1,198
-4.6%
200.0%0.00%
DASH  DOORDASH INCcl a$398
+3.9%
50.0%0.00%
DOV SellDOVER CORP$698
-40.9%
5
-37.5%
0.00%
E NewENI S P Asponsored adr$1,15036
+100.0%
0.00%
EBAY NewEBAY INC.$3538
+100.0%
0.00%
EIX  EDISON INTL$1,140
-8.9%
180.0%0.00%
EPAM NewEPAM SYS INC$5122
+100.0%
0.00%
EFX BuyEQUIFAX INC$1,468
+3.7%
8
+33.3%
0.00%
EQR  EQUITY RESIDENTIALsh ben int$588
-10.9%
100.0%0.00%
ESS  ESSEX PPTY TR INC$1,061
-9.5%
50.0%0.00%
ETSY  ETSY INC$517
-23.6%
80.0%0.00%
EXPD SellEXPEDITORS INTL WASH INC$920
-31.1%
8
-27.3%
0.00%
FDS NewFACTSET RESH SYS INC$4381
+100.0%
0.00%
 FEDERAL RLTY INVT TR NEWsh ben int new$726
-6.3%
80.0%0.00%
FIS  FIDELITY NATL INFORMATION SV$719
+1.0%
130.0%0.00%
FDN  FIRST TR EXCHANGE-TRADED FDdj internt idx$799
-2.0%
50.0%0.00%
FE NewFIRSTENERGY CORP$65019
+100.0%
0.00%
FIVN  FIVE9 INC$322
-22.0%
50.0%0.00%
FLT  FLEETCOR TECHNOLOGIES INC$511
+1.6%
20.0%0.00%
FLO NewFLOWERS FOODS INC$44420
+100.0%
0.00%
FHTX NewFOGHORN THERAPEUTICS INC$615123
+100.0%
0.00%
BEN  FRANKLIN RESOURCES INC$1,156
-8.0%
470.0%0.00%
FULT  FULTON FINL CORP PA$315
+1.6%
260.0%0.00%
AJG  GALLAGHER ARTHUR J & CO$1,140
+3.8%
50.0%0.00%
GME  GAMESTOP CORP NEWcl a$264
-32.0%
160.0%0.00%
IT  GARTNER INC$688
-1.9%
20.0%0.00%
GD  GENERAL DYNAMICS CORP$1,326
+2.7%
60.0%0.00%
GNTX  GENTEX CORP$358
+11.2%
110.0%0.00%
NewGSK PLCsponsored adr$1,45040
+100.0%
0.00%
GPN  GLOBAL PMTS INC$577
+17.0%
50.0%0.00%
GGG  GRACO INC$1,968
-15.6%
270.0%0.00%
-100.0%
GWW  GRAINGER W W INC$2,082
-12.3%
30.0%0.00%
-100.0%
HCA SellHCA HEALTHCARE INC$1,230
-32.5%
5
-16.7%
0.00%
THG NewHANOVER INS GROUP INC$3333
+100.0%
0.00%
HOG SellHARLEY DAVIDSON INC$695
-34.2%
21
-30.0%
0.00%
HIG  HARTFORD FINL SVCS GROUP INC$1,348
-1.5%
190.0%0.00%
PEAK SellHEALTHPEAK PROPERTIES INC$1,128
-10.0%
61
-1.6%
0.00%
HES  HESS CORP$1,836
+12.5%
120.0%0.00%
HLT  HILTON WORLDWIDE HLDGS INC$1,953
+3.2%
130.0%0.00%
HOLX NewHOLOGIC INC$3475
+100.0%
0.00%
HRL SellHORMEL FOODS CORP$1,065
-42.5%
28
-39.1%
0.00%
HST  HOST HOTELS & RESORTS INC$595
-4.5%
370.0%0.00%
HWM  HOWMET AEROSPACE INC$1,852
-6.7%
400.0%0.00%
HUM  HUMANA INC$1,947
+8.8%
40.0%0.00%
HBAN  HUNTINGTON BANCSHARES INC$1,540
-3.5%
1480.0%0.00%
HII  HUNTINGTON INGALLS INDS INC$1,643
-10.1%
80.0%0.00%
IP  INTERNATIONAL PAPER CO$963
+11.5%
270.0%0.00%
INVH  INVITATION HOMES INC$1,585
-7.8%
500.0%0.00%
JBLU BuyJETBLUE AWYS CORP$511
+37.0%
111
+164.3%
0.00%
JNPR BuyJUNIPER NETWORKS INC$1,116
+47.4%
40
+66.7%
0.00%
KLAC  KLA CORP$918
-5.5%
20.0%0.00%
KDP  KEURIG DR PEPPER INC$916
+1.0%
290.0%0.00%
KIM  KIMCO RLTY CORP$722
-10.8%
410.0%0.00%
PHG NewKONINKLIJKE PHILIPS N V$1,71586
+100.0%
0.00%
LVS SellLAS VEGAS SANDS CORP$551
-50.0%
12
-36.8%
0.00%
LEA  LEAR CORP$403
-6.5%
30.0%0.00%
LEN  LENNAR CORPcl a$1,011
-10.4%
90.0%0.00%
LNC  LINCOLN NATL CORP IND$717
-4.1%
290.0%0.00%
LYG NewLLOYDS BANKING GROUP PLCsponsored adr$1,704800
+100.0%
0.00%
L  LOEWS CORP$1,521
+6.7%
240.0%0.00%
 LUCID GROUP INC$6
-14.3%
10.0%0.00%
MSCI NewMSCI INC$5141
+100.0%
0.00%
MRO  MARATHON OIL CORP$1,177
+16.2%
440.0%0.00%
VAC NewMARRIOTT VACATIONS WORLDWIDE$3023
+100.0%
0.00%
MLM  MARTIN MARIETTA MATLS INC$1,232
-11.1%
30.0%0.00%
MAS  MASCO CORP$482
-6.8%
90.0%0.00%
MU  MICRON TECHNOLOGY INC$1,633
+7.8%
240.0%0.00%
MAA NewMID-AMER APT CMNTYS INC$3863
+100.0%
0.00%
 MINERVA NEUROSCIENCES INC$1,284
-24.5%
1860.0%0.00%
MRNA SellMODERNA INC$724
-33.8%
7
-22.2%
0.00%
MOH  MOLINA HEALTHCARE INC$656
+8.8%
20.0%0.00%
MDB  MONGODB INCcl a$346
-15.8%
10.0%0.00%
NOV  NOV INC$795
+30.3%
380.0%0.00%
NDAQ NewNASDAQ INC$68114
+100.0%
0.00%
NAVI  NAVIENT CORPORATION$345
-7.3%
200.0%0.00%
NTAP  NETAPP INC$759
-0.7%
100.0%0.00%
NRZ  RITHM CAPITAL CORP$363
-0.5%
390.0%0.00%
NI  NISOURCE INC$474
-9.7%
190.0%0.00%
NSC SellNORFOLK SOUTHN CORP$1,782
-51.0%
9
-43.8%
0.00%
-100.0%
NOC  NORTHROP GRUMMAN CORP$441
-3.3%
10.0%0.00%
OXY SellOCCIDENTAL PETE CORP$1,817
-9.2%
28
-17.6%
0.00%
ODFL NewOLD DOMINION FREIGHT LINE IN$4101
+100.0%
0.00%
OMC  OMNICOM GROUP INC$447
-21.7%
60.0%0.00%
ON  ON SEMICONDUCTOR CORP$744
-1.7%
80.0%0.00%
PCG  PG&E CORP$501
-6.5%
310.0%0.00%
PNM NewPNM RES INC$3578
+100.0%
0.00%
PTC NewPTC INC$4263
+100.0%
0.00%
PLTR  PALANTIR TECHNOLOGIES INCcl a$384
+4.3%
240.0%0.00%
PANW SellPALO ALTO NETWORKS INC$938
-26.6%
4
-20.0%
0.00%
PH  PARKER-HANNIFIN CORP$1,559
-0.1%
40.0%0.00%
PLUG  PLUG POWER INC$684
-26.9%
900.0%0.00%
 PLURI INC$90
-25.0%
1490.0%0.00%
POOL  POOL CORP$713
-4.9%
20.0%0.00%
PB NewPROSPERITY BANCSHARES INC$4378
+100.0%
0.00%
PEG SellPUBLIC SVC ENTERPRISE GRP IN$1,537
-15.4%
27
-6.9%
0.00%
PSA SellPUBLIC STORAGE$1,582
-22.6%
6
-14.3%
0.00%
-100.0%
PHM  PULTE GROUP INC$593
-4.7%
80.0%0.00%
QRVO  QORVO INC$382
-6.6%
40.0%0.00%
RJF SellRAYMOND JAMES FINL INC$904
-27.4%
9
-25.0%
0.00%
O SellREALTY INCOME CORP$1,955
-20.5%
39
-4.9%
0.00%
-100.0%
RF  REGIONS FINANCIAL CORP NEW$1,823
-3.5%
1060.0%0.00%
RS  RELIANCE STEEL & ALUMINUM CO$525
-3.5%
20.0%0.00%
RMD BuyRESMED INC$1,184
+80.2%
8
+166.7%
0.00%
RBBN  RIBBON COMMUNICATIONS INC$33
-2.9%
120.0%0.00%
ROL  ROLLINS INC$450
-12.8%
120.0%0.00%
ROST BuyROSS STORES INC$2,038
+20.8%
18
+20.0%
0.00%
RMBL  RUMBLEON INC$1,717
-50.4%
2800.0%0.00%
-100.0%
SBAC SellSBA COMMUNICATIONS CORP NEWcl a$1,602
-23.2%
8
-11.1%
0.00%
-100.0%
SNY NewSANOFIsponsored adr$2,03938
+100.0%
0.00%
SRE BuySEMPRA$1,497
-35.8%
22
+37.5%
0.00%
-100.0%
SXT SellSENSIENT TECHNOLOGIES CORP$410
-99.0%
7
-98.7%
0.00%
-100.0%
S  SENTINELONE INCcl a$1,686
+11.7%
1000.0%0.00%
SPG  SIMON PPTY GROUP INC NEW$1,513
-6.4%
140.0%0.00%
AOS  SMITH A O CORP$466
-9.2%
70.0%0.00%
SJM BuySMUCKER J M CO$615
+4.1%
5
+25.0%
0.00%
SONY NewSONY GROUP CORPsponsored adr$1,97824
+100.0%
0.00%
SWN  SOUTHWESTERN ENERGY CO$368
+7.3%
570.0%0.00%
SR NewSPIRE INC$4538
+100.0%
0.00%
SWK  STANLEY BLACK & DECKER INC$586
-10.7%
70.0%0.00%
 SYLVAMO CORP$44
+7.3%
10.0%0.00%
SNPS  SYNOPSYS INC$1,377
+5.4%
30.0%0.00%
SNV  SYNOVUS FINL CORP$306
-8.1%
110.0%0.00%
SYF  SYNCHRONY FINANCIAL$826
-9.8%
270.0%0.00%
TAK NewTAKEDA PHARMACEUTICAL CO LTDsponsored ads$1,764114
+100.0%
0.00%
TTC  TORO CO$998
-18.2%
120.0%0.00%
TM  TOYOTA MOTOR CORPads$719
+11.8%
40.0%0.00%
TRV  TRAVELERS COMPANIES INC$1,144
-5.9%
70.0%0.00%
TRMB SellTRIMBLE INC$431
-9.6%
8
-11.1%
0.00%
TFC  TRUIST FINL CORP$773
-5.7%
270.0%0.00%
TSP  TUSIMPLE HLDGS INCcl a$1,585
-6.0%
1,0160.0%0.00%
 2SEVENTY BIO INC$16
-61.0%
40.0%0.00%
TWLO SellTWILIO INCcl a$703
-35.0%
12
-29.4%
0.00%
USB  US BANCORP DEL$1,422
+0.1%
430.0%0.00%
UAL  UNITED AIRLS HLDGS INC$1,354
-22.9%
320.0%0.00%
URI  UNITED RENTALS INC$890
-0.1%
20.0%0.00%
U  UNITY SOFTWARE INC$346
-27.6%
110.0%0.00%
VFC NewV F CORP$33619
+100.0%
0.00%
DAPP  VANECK ETF TRUSTdigi transfrm$636
-19.5%
1160.0%0.00%
VEEV  VEEVA SYS INC$407
+2.8%
20.0%0.00%
VTR BuyVENTAS INC$969
+155.7%
23
+187.5%
0.00%
VICI SellVICI PPTYS INC$408
-41.0%
14
-36.4%
0.00%
VOD NewVODAFONE GROUP PLC NEWsponsored adr$1,167123
+100.0%
0.00%
VMC  VULCAN MATLS CO$810
-10.4%
40.0%0.00%
WPC  WP CAREY INC$325
-20.0%
60.0%0.00%
WPP NewWPP PLC NEWadr$1,24928
+100.0%
0.00%
WBA BuyWALGREENS BOOTS ALLIANCE INC$601
+40.4%
27
+80.0%
0.00%
W  WAYFAIR INCcl a$546
-6.8%
90.0%0.00%
WELL  WELLTOWER INC$1,809
+1.3%
220.0%0.00%
WST  WEST PHARMACEUTICAL SVSC INC$751
-1.8%
20.0%0.00%
WDC  WESTERN DIGITAL CORP.$366
+20.4%
80.0%0.00%
WY SellWEYERHAEUSER CO MTN BE$675
-39.0%
22
-33.3%
0.00%
XEL  XCEL ENERGY INC$630
-7.9%
110.0%0.00%
 ZIMVIE INC$471
-16.2%
500.0%0.00%
ZI  ZOOMINFO TECHNOLOGIES INC$820
-35.4%
500.0%0.00%
ALLE SellALLEGION PLC$417
-50.4%
4
-42.9%
0.00%
AMCR  AMCOR PLCord$472
-8.2%
510.0%0.00%
ACGL  ARCH CAP GROUP LTDord$558
+6.5%
70.0%0.00%
JCI NewJOHNSON CTLS INTL PLC$69213
+100.0%
0.00%
NVT  NVENT ELECTRIC PLC$693
+2.7%
130.0%0.00%
RPRX NewROYALTY PHARMA PLC$40815
+100.0%
0.00%
PNR  PENTAIR PLC$846
+0.2%
130.0%0.00%
CRSP  CRISPR THERAPEUTICS AGnamen akt$908
-19.1%
200.0%0.00%
GRMN  GARMIN LTD$421
+0.7%
40.0%0.00%
TEL  TE CONNECTIVITY LTD$993
-11.9%
80.0%0.00%
ESLT  ELBIT SYS LTDord$1,980
-5.3%
100.0%0.00%
-100.0%
LYB  LYONDELLBASELL INDUSTRIES N$569
+3.3%
60.0%0.00%
NXPI  NXP SEMICONDUCTORS N V$1,600
-2.3%
80.0%0.00%
RCL  ROYAL CARIBBEAN GROUP$1,567
-11.2%
170.0%0.00%
QS ExitQUANTUMSCAPE CORP$0-45
-100.0%
0.00%
LUV ExitSOUTHWEST AIRLS CO$0-10
-100.0%
0.00%
MCW ExitMISTER CAR WASH INC$0-36
-100.0%
0.00%
LKQ ExitLKQ CORP$0-9
-100.0%
0.00%
RVT ExitROYCE VALUE TR INC$0-39
-100.0%
0.00%
NFG ExitNATIONAL FUEL GAS CO$0-13
-100.0%
0.00%
ATO ExitATMOS ENERGY CORP$0-4
-100.0%
0.00%
X ExitUNITED STATES STL CORP NEW$0-14
-100.0%
0.00%
FDHY ExitFIDELITY COVINGTON TRUSThigh yild etf$0-24
-100.0%
0.00%
TXG Exit10X GENOMICS INC$0-6
-100.0%
0.00%
PKI ExitREVVITY INC$0-4
-100.0%
0.00%
AFG ExitAMERICAN FINL GROUP INC OHIO$0-3
-100.0%
0.00%
SHC ExitSOTERA HEALTH CO$0-21
-100.0%
0.00%
PENN ExitPENN ENTERTAINMENT INC$0-20
-100.0%
0.00%
UPST ExitUPSTART HLDGS INC$0-12
-100.0%
0.00%
AFL  AFLAC INC$1,535
+10.0%
200.0%0.00%
HSY ExitHERSHEY CO$0-3
-100.0%
0.00%
ETR ExitENTERGY CORP NEW$0-4
-100.0%
0.00%
EVN ExitEATON VANCE MUNI INCOME TRUSsh ben int$0-54
-100.0%
0.00%
KMI ExitKINDER MORGAN INC DEL$0-94
-100.0%
0.00%
JETS ExitETF SER SOLUTIONSus glb jets$0-80
-100.0%
0.00%
ExitTOAST INCcl a$0-15
-100.0%
0.00%
ExitDEFINITIVE HEALTHCARE CORP$0-32
-100.0%
0.00%
PDCO ExitPATTERSON COS INC$0-11
-100.0%
0.00%
CPT ExitCAMDEN PPTY TRsh ben int$0-5
-100.0%
0.00%
IBUY ExitAMPLIFY ETF TRonlin retl etf$0-25
-100.0%
0.00%
SFM ExitSPROUTS FMRS MKT INC$0-100
-100.0%
-0.00%
EFV ExitISHARES TReafe value etf$0-61
-100.0%
-0.00%
SIG ExitSIGNET JEWELERS LIMITED$0-132
-100.0%
-0.00%
ULTA ExitULTA BEAUTY INC$0-30
-100.0%
-0.00%
MMP ExitMAGELLAN MIDSTREAM PRTNRS LP$0-253
-100.0%
-0.00%
VFQY ExitVANGUARD WELLINGTON FDus quality$0-173
-100.0%
-0.01%
VT ExitVANGUARD INTL EQUITY INDEX Ftt wrld st etf$0-254
-100.0%
-0.01%
DFAI ExitDIMENSIONAL ETF TRUSTintl core eqt mk$0-841
-100.0%
-0.01%
LAC ExitLITHIUM AMERS CORP NEW$0-1,517
-100.0%
-0.01%
ExitMATTERPORT INC$0-10,000
-100.0%
-0.01%
BEAM ExitBEAM THERAPEUTICS INC$0-1,027
-100.0%
-0.01%
DFAU ExitDIMENSIONAL ETF TRUSTus core eqt mkt$0-1,660
-100.0%
-0.01%
SQ ExitBLOCK INCcl a$0-940
-100.0%
-0.02%
ExitDIMENSIONAL ETF TRUSTworld ex us core$0-5,953
-100.0%
-0.03%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-10-23
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR13Q3 202333.1%
ISHARES TR13Q3 202326.4%
JOHNSON & JOHNSON13Q3 20234.7%
APPLE INC13Q3 20232.9%
PROCTER AND GAMBLE CO13Q3 20232.5%
OLD NATL BANCORP IND13Q3 20232.1%
ACCENTURE PLC IRELAND13Q3 20231.7%
MERCK & CO. INC13Q3 20231.7%
MICROSOFT CORP13Q3 20231.4%
ISHARES INC13Q3 20232.1%

View TFC Financial Management, Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-25
13F-HR2023-10-23
13F-HR2023-08-07
13F-HR2023-05-08
13F-HR2023-02-13
13F-HR2022-10-21
13F-HR2022-08-03
13F-HR2022-05-04
13F-HR2022-02-02
13F-HR2021-11-02

View TFC Financial Management, Inc.'s complete filings history.

Compare quarters

Export TFC Financial Management, Inc.'s holdings