Statistik Asas
Nilai Portfolio $ 782,050,994
Kedudukan Semasa 321
Pegangan Terkini, Prestasi, AUM (dari 13F, 13D)

Archford Capital Strategies, LLC telah mendedahkan 321 jumlah pegangan dalam pemfailan SEC terkini mereka. Nilai portfolio terkini dikira sebagai $ 782,050,994 USD. Aset Sebenar Di Bawah Pengurusan (AUM) ialah nilai ini ditambah dengan tunai (yang tidak didedahkan). Pegangan teratas Archford Capital Strategies, LLC ialah iShares Trust - iShares Core MSCI EAFE ETF (US:IEFA) , Microsoft Corporation (US:MSFT) , Vanguard Bond Index Funds - Vanguard Total Bond Market ETF (US:BND) , Vanguard Index Funds - Vanguard Growth ETF (US:VUG) , and NVIDIA Corporation (US:NVDA) . Kedudukan baharu Archford Capital Strategies, LLC termasuk VeriSign, Inc. (US:VRSN) , Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt (Common Stock) (US:KOF) , Shell plc - Depositary Receipt (Common Stock) (US:SHEL) , Lam Research Corporation (US:LRCX) , and APA Corporation (US:APA) .

Archford Capital Strategies, LLC - Nilai Portfolio
Tambah Dana Ini
ke Papan Pemuka anda
Kenaikan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
0.04 17.31 2.2140 1.1618
0.15 24.38 3.1170 0.8287
0.06 30.77 3.9340 0.8178
0.07 7.30 0.9329 0.5681
0.01 4.11 0.5252 0.5252
0.04 3.83 0.4892 0.4892
0.04 10.42 1.3323 0.4466
0.60 13.13 1.6789 0.4307
0.24 14.29 1.8277 0.3333
0.01 2.32 0.2972 0.2972
Penurunan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
0.00 1.28 0.1638 -0.9533
0.40 29.11 3.7227 -0.4934
0.06 7.02 0.8970 -0.3712
0.02 1.58 0.2023 -0.3588
0.00 1.77 0.2269 -0.3330
0.01 1.47 0.1881 -0.3215
0.01 0.92 0.1179 -0.2977
0.01 1.09 0.1396 -0.2618
0.05 16.65 2.1285 -0.2524
0.02 1.30 0.1660 -0.2455
13F dan Pemfailan Dana

Borang ini telah difailkan pada 2025-07-17 untuk tempoh pelaporan 2025-06-30. Klik ikon pautan untuk melihat sejarah transaksi penuh.

Tingkatkan untuk membuka data premium dan eksport ke Excel .

28-07-2022: Nota Penting - Kami telah menukar layanan lajur Δ Portfolio % dalam jadual ini. Sebelum ini, kami melaporkannya sebagai peratus perubahan dalam peruntukan portfolio. Kini kami melaporkannya sebagai perubahan mentah dalam peruntukan portfolio (masih dilaporkan sebagai peratus). Dari segi formula, kami sebelum ini melaporkannya sebagai 100 * (peruntukan semasa - peruntukan terdahulu ) / peruntukan terdahulu. Kami kini melaporkannya sebagai (peruntukan semasa - peruntukan terdahulu).
Sekuriti Jenis Purata Harga Saham Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.38 0.46 31.47 10.86 4.0244 -0.1336
MSFT / Microsoft Corporation 0.06 9.12 30.77 44.60 3.9340 0.8178
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.40 0.88 29.11 1.13 3.7227 -0.4934
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.06 -0.26 26.33 17.92 3.3670 0.0965
NVDA / NVIDIA Corporation 0.15 7.02 24.38 56.02 3.1170 0.8287
AAPL / Apple Inc. 0.10 13.90 20.84 5.20 2.6645 -0.2364
BRK.B / Berkshire Hathaway Inc. 0.04 164.21 17.31 140.97 2.2140 1.1618
V / Visa Inc. 0.05 1.07 16.65 2.39 2.1285 -0.2524
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.21 13.14 15.51 25.07 1.9829 0.1669
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.24 25.94 14.29 40.09 1.8277 0.3333
INFO / Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 0.60 36.49 13.13 54.06 1.6789 0.4307
VTV / Vanguard Index Funds - Vanguard Value ETF 0.07 2.24 11.88 4.61 1.5189 -0.1442
AMZN / Amazon.com, Inc. 0.05 4.57 11.68 20.58 1.4931 0.0749
GOOGL / Alphabet Inc. 0.06 4.23 11.04 18.79 1.4122 0.0505
AVGO / Broadcom Inc. 0.04 4.65 10.42 72.30 1.3323 0.4466
RECS / Columbia ETF Trust I - Columbia Research Enhanced Core ETF 0.27 2.56 9.91 13.60 1.2675 -0.0103
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.18 35.17 9.68 42.11 1.2381 0.2403
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF 0.16 0.07 9.58 0.76 1.2256 -0.1676
JPM / JPMorgan Chase & Co. 0.03 13.46 8.84 34.09 1.1307 0.1650
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF 0.22 2.26 7.71 9.73 0.9854 -0.0432
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.10 0.43 7.71 0.97 0.9853 -0.1324
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF 0.19 9.67 7.56 21.45 0.9665 0.0550
OSEA / Harbor ETF Trust - Harbor International Compounders ETF 0.26 23.67 7.52 36.42 0.9614 0.1542
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 0.26 29.43 7.47 44.73 0.9554 0.1993
CALM / Cal-Maine Foods, Inc. 0.07 167.23 7.30 192.97 0.9329 0.5681
SAMT / The Advisors' Inner Circle Fund III - Strategas Macro Thematic Opportunities ETF 0.21 1.44 7.26 19.64 0.9285 0.0395
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.25 -0.04 7.25 16.61 0.9275 0.0165
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 0.06 -26.97 7.02 -18.99 0.8970 -0.3712
DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 0.10 2.80 7.01 12.04 0.8958 -0.0198
WMT / Walmart Inc. 0.07 6.32 6.93 18.42 0.8861 0.0291
MO / Altria Group, Inc. 0.12 49.37 6.86 45.92 0.8768 0.1885
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 0.19 2.56 6.81 11.42 0.8711 -0.0243
GLDM / World Gold Trust - SPDR Gold MiniShares Trust 0.10 -4.46 6.76 1.14 0.8643 -0.1145
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.12 0.81 6.20 0.89 0.7930 -0.1071
WINN / Harbor ETF Trust - Harbor Long-Term Growers ETF 0.21 -26.54 6.08 -12.68 0.7778 -0.2424
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF 0.25 43.80 6.06 49.49 0.7751 0.1812
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF 0.02 -0.19 5.99 9.79 0.7656 -0.0331
COST / Costco Wholesale Corporation 0.01 -1.97 5.50 2.59 0.7037 -0.0819
MA / Mastercard Incorporated 0.01 12.54 5.26 15.37 0.6720 0.0049
HAPI / Harbor ETF Trust - Harbor Human Capital Factor US Large Cap ETF 0.13 2.43 4.90 14.72 0.6270 0.0010
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.02 10.29 4.73 15.46 0.6045 0.0048
TJX / The TJX Companies, Inc. 0.04 10.96 4.58 12.51 0.5856 -0.0106
CTA / Simplify Exchange Traded Funds - Simplify Managed Futures Strategy ETF 0.16 3.11 4.36 -6.84 0.5570 -0.1279
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF 0.05 -2.11 4.18 6.36 0.5343 -0.0410
VRSN / VeriSign, Inc. 0.01 4.11 0.5252 0.5252
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 0.13 25.05 4.08 39.99 0.5221 0.0950
NFLX / Netflix, Inc. 0.00 18.13 4.05 69.66 0.5176 0.1681
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund 0.04 -19.01 3.88 -8.87 0.4967 -0.1276
SFLR / Innovator ETFs Trust - Innovator Equity Managed Floor ETF 0.12 22.02 3.86 30.49 0.4936 0.0604
KOF / Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt (Common Stock) 0.04 3.83 0.4892 0.4892
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 0.06 20.39 3.77 26.24 0.4824 0.0447
XOM / Exxon Mobil Corporation 0.03 2.47 3.77 -7.13 0.4815 -0.1123
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.02 -4.46 3.63 0.80 0.4645 -0.0633
CLSE / Trust for Professional Managers - Convergence Long/Short Equity ETF 0.14 27.84 3.39 38.29 0.4332 0.0743
GOOG / Alphabet Inc. 0.02 0.02 3.37 13.55 0.4308 -0.0037
COR / Cencora, Inc. 0.01 -3.86 3.33 3.64 0.4259 -0.0447
HD / The Home Depot, Inc. 0.01 -25.86 3.32 -25.82 0.4248 -0.2312
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF 0.03 -14.74 3.25 -9.13 0.4160 -0.1083
JBL / Jabil Inc. 0.01 1.70 3.16 63.07 0.4037 0.1201
PLTR / Palantir Technologies Inc. 0.02 -14.17 3.13 38.63 0.3998 0.0695
CVX / Chevron Corporation 0.02 35.86 3.08 16.30 0.3941 0.0059
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 -3.69 3.05 17.78 0.3897 0.0107
CRM / Salesforce, Inc. 0.01 5.80 2.96 7.51 0.3789 -0.0248
SMLL / Harbor ETF Trust - Harbor Active Small Cap ETF 0.14 177.79 2.91 187.83 0.3722 0.2240
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF 0.10 25.99 2.90 37.96 0.3708 0.0629
CMCSA / Comcast Corporation 0.08 4.57 2.89 1.16 0.3693 -0.0489
PCTY / Paylocity Holding Corporation 0.02 0.00 2.87 -3.30 0.3671 -0.0676
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.05 6.03 2.80 5.50 0.3580 -0.0307
ANET / Arista Networks Inc 0.03 -27.50 2.75 -4.25 0.3515 -0.0690
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.01 -15.54 2.70 15.27 0.3446 0.0021
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 -9.02 2.66 0.53 0.3396 -0.0473
WSM / Williams-Sonoma, Inc. 0.02 -15.61 2.62 -12.78 0.3352 -0.1050
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.05 -1.53 2.62 10.46 0.3350 -0.0124
EAT / Brinker International, Inc. 0.01 214.87 2.62 281.22 0.3349 0.2342
PG / The Procter & Gamble Company 0.02 5.92 2.53 -0.98 0.3230 -0.0506
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund 0.03 13.82 2.51 3.30 0.3204 -0.0349
AMAT / Applied Materials, Inc. 0.01 -40.09 2.48 -24.43 0.3173 -0.1635
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF 0.03 -4.33 2.45 -4.18 0.3135 -0.0612
ACN / Accenture plc 0.01 12.27 2.45 7.56 0.3130 -0.0204
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF 0.03 -0.00 2.40 9.01 0.3063 -0.0155
SPY / SPDR S&P 500 ETF 0.00 -26.51 2.33 -18.85 0.2985 -0.1228
TMUS / T-Mobile US, Inc. 0.01 2.32 0.2972 0.2972
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF 0.11 -4.54 2.25 -3.23 0.2877 -0.0527
BRK.A / Berkshire Hathaway Inc. 0.00 2.19 0.2796 0.2796
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF 0.09 -4.61 2.17 -4.48 0.2779 -0.0554
RTX / RTX Corporation 0.01 7.00 2.11 17.96 0.2697 0.0078
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF 0.05 -9.24 2.09 8.98 0.2671 -0.0136
WFC / Wells Fargo & Company 0.03 39.51 2.08 55.72 0.2663 0.0704
IBM / International Business Machines Corporation 0.01 -21.92 2.07 -7.47 0.2645 -0.0628
IBDZ / iShares Trust - iShares iBonds Dec 2034 Term Corporate ETF 0.08 -3.85 2.07 -2.59 0.2644 -0.0464
BALT / Innovator ETFs Trust - Innovator Defined Wealth Shield ETF 0.06 16.53 2.06 19.09 0.2634 0.0101
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF 0.08 -4.79 2.02 -3.67 0.2584 -0.0488
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 0.03 -3.00 1.98 3.12 0.2537 -0.0280
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF 0.03 -6.53 1.95 1.30 0.2492 -0.0325
FI / Fiserv, Inc. 0.01 14.12 1.92 -10.92 0.2454 -0.0701
IBDY / iShares Trust - iShares iBonds Dec 2033 Term Corporate ETF 0.07 -4.57 1.91 -3.29 0.2440 -0.0450
SHEL / Shell plc - Depositary Receipt (Common Stock) 0.03 1.89 0.2422 0.2422
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.04 -44.28 1.87 -39.14 0.2391 -0.2107
TXN / Texas Instruments Incorporated 0.01 12.10 1.84 29.51 0.2352 0.0272
LLY / Eli Lilly and Company 0.00 -5.76 1.80 -11.08 0.2299 -0.0661
LMT / Lockheed Martin Corporation 0.00 -55.23 1.77 -53.60 0.2269 -0.3330
IWM / iShares Trust - iShares Russell 2000 ETF 0.01 1.26 1.74 9.53 0.2220 -0.0101
NEE / NextEra Energy, Inc. 0.02 -5.42 1.73 -7.38 0.2217 -0.0525
MCK / McKesson Corporation 0.00 151.77 1.67 174.18 0.2133 0.1242
HON / Honeywell International Inc. 0.01 -0.27 1.63 9.68 0.2087 -0.0092
BK / The Bank of New York Mellon Corporation 0.02 -61.99 1.58 -58.72 0.2023 -0.3588
UNP / Union Pacific Corporation 0.01 -0.16 1.55 -2.77 0.1976 -0.0352
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 0.28 1.53 17.94 0.1960 0.0056
MGC / Vanguard World Fund - Vanguard Mega Cap ETF 0.01 -0.34 1.53 11.35 0.1958 -0.0057
AMD / Advanced Micro Devices, Inc. 0.01 -36.25 1.51 -11.97 0.1928 -0.0580
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.01 -14.43 1.49 -10.25 0.1904 -0.0525
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 0.02 -12.01 1.47 -6.18 0.1885 -0.0416
MCD / McDonald's Corporation 0.01 -54.80 1.47 -57.72 0.1881 -0.3215
SIHY / Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 0.03 14.15 1.47 17.82 0.1878 0.0053
QCOM / QUALCOMM Incorporated 0.01 -5.42 1.46 -1.95 0.1871 -0.0314
JNJ / Johnson & Johnson 0.01 -0.29 1.40 -8.16 0.1786 -0.0441
SMTC / Semtech Corporation 0.03 -0.01 1.39 31.20 0.1781 0.0226
LOW / Lowe's Companies, Inc. 0.01 0.08 1.39 -4.79 0.1779 -0.0361
BKNG / Booking Holdings Inc. 0.00 -0.83 1.38 24.62 0.1762 0.0143
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF 0.06 -4.05 1.37 -3.87 0.1749 -0.0335
SO / The Southern Company 0.01 6.59 1.33 6.48 0.1702 -0.0129
SSNC / SS&C Technologies Holdings, Inc. 0.02 -53.39 1.30 -53.79 0.1660 -0.2455
UNH / UnitedHealth Group Incorporated 0.00 -71.80 1.28 -83.21 0.1638 -0.9533
SYF / Synchrony Financial 0.02 30.10 1.27 64.08 0.1625 0.0490
INTU / Intuit Inc. 0.00 -51.76 1.27 -38.14 0.1625 -0.1383
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF 0.05 -4.48 1.27 -3.86 0.1624 -0.0311
ECL / Ecolab Inc. 0.00 -35.53 1.27 -31.46 0.1621 -0.1089
PAYC / Paycom Software, Inc. 0.01 0.13 1.26 5.99 0.1607 -0.0129
MUB / iShares Trust - iShares National Muni Bond ETF 0.01 -3.46 1.22 -4.38 0.1564 -0.0309
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock) 0.14 1.22 0.1556 0.1556
GS / The Goldman Sachs Group, Inc. 0.00 -50.79 1.21 -36.24 0.1550 -0.1235
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF 0.05 -4.83 1.21 -3.97 0.1546 -0.0299
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF 0.05 -4.74 1.20 -3.61 0.1538 -0.0289
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF 0.05 -4.72 1.20 -4.40 0.1530 -0.0303
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund 0.03 75.08 1.19 68.85 0.1518 0.0488
TMO / Thermo Fisher Scientific Inc. 0.00 5.26 1.17 -14.18 0.1494 -0.0501
CSCO / Cisco Systems, Inc. 0.02 2.41 1.15 15.25 0.1469 0.0008
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.01 0.00 1.11 18.57 0.1421 0.0049
JPME / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.01 0.00 1.11 3.07 0.1418 -0.0157
SONY / Sony Group Corporation - Depositary Receipt (Common Stock) 0.04 1.10 0.1409 0.1409
VLO / Valero Energy Corporation 0.01 -60.87 1.09 -60.18 0.1396 -0.2618
LRCX / Lam Research Corporation 0.01 1.08 0.1382 0.1382
APA / APA Corporation 0.06 1.08 0.1380 0.1380
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.00 -54.72 1.07 -45.23 0.1366 -0.1491
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF 0.01 0.00 1.03 10.84 0.1322 -0.0044
ATGE / Adtalem Global Education Inc. 0.01 -5.82 1.03 19.08 0.1318 0.0050
PWR / Quanta Services, Inc. 0.00 -12.03 1.03 30.96 0.1315 0.0164
MATX / Matson, Inc. 0.01 1.01 0.1290 0.1290
SNA / Snap-on Incorporated 0.00 -55.33 1.00 -58.79 0.1281 -0.2277
ABBV / AbbVie Inc. 0.01 0.04 0.99 -11.38 0.1265 -0.0370
MRK / Merck & Co., Inc. 0.01 0.35 0.98 -11.51 0.1259 -0.0370
FAST / Fastenal Company 0.02 68.96 0.98 -8.50 0.1252 -0.0315
TSLA / Tesla, Inc. 0.00 49.58 0.97 83.33 0.1239 0.0465
JTEK / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF 0.01 -17.02 0.95 4.29 0.1215 -0.0119
NEM / Newmont Corporation 0.02 -0.56 0.94 19.95 0.1208 0.0055
DUK / Duke Energy Corporation 0.01 -4.97 0.94 -8.09 0.1206 -0.0296
ORCL / Oracle Corporation 0.00 22.62 0.93 91.91 0.1184 0.0477
AWK / American Water Works Company, Inc. 0.01 -65.54 0.92 -67.50 0.1179 -0.2977
VPU / Vanguard World Fund - Vanguard Utilities ETF 0.01 -1.17 0.91 2.13 0.1167 -0.0142
APD / Air Products and Chemicals, Inc. 0.00 4.72 0.90 0.11 0.1153 -0.0166
CRTC / DBX ETF Trust - Xtrackers US National Critical Technologies ETF 0.03 -13.39 0.90 -1.43 0.1147 -0.0186
SU / Suncor Energy Inc. 0.02 -2.27 0.87 -5.41 0.1118 -0.0237
GEV / GE Vernova Inc. 0.00 0.87 0.1117 0.1117
KEYS / Keysight Technologies, Inc. 0.01 -12.26 0.87 -4.07 0.1116 -0.0215
META / Meta Platforms, Inc. 0.00 -1.77 0.86 25.84 0.1102 0.0099
VZ / Verizon Communications Inc. 0.02 -1.21 0.86 -5.73 0.1095 -0.0236
SFM / Sprouts Farmers Market, Inc. 0.01 5.32 0.84 13.61 0.1079 -0.0009
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund 0.00 -0.21 0.84 9.82 0.1073 -0.0046
FOXA / Fox Corporation 0.01 0.83 0.1067 0.1067
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.02 -0.68 0.82 -1.80 0.1049 -0.0175
AEE / Ameren Corporation 0.01 0.22 0.82 -4.12 0.1043 -0.0203
FTNT / Fortinet, Inc. 0.01 -13.37 0.81 -4.92 0.1038 -0.0212
CBOE / Cboe Global Markets, Inc. 0.00 -60.04 0.81 -58.81 0.1035 -0.1843
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF 0.01 -55.99 0.81 -52.61 0.1032 -0.1463
PTC / PTC Inc. 0.00 -14.30 0.80 -4.66 0.1021 -0.0206
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.01 -15.27 0.79 -12.40 0.1012 -0.0311
GLD / SPDR Gold Trust 0.00 -0.35 0.78 5.40 0.0999 -0.0086
FCX / Freeport-McMoRan Inc. 0.02 -1.14 0.78 13.21 0.0997 -0.0012
D / Dominion Energy, Inc. 0.01 -0.37 0.75 0.53 0.0963 -0.0135
COIN / Coinbase Global, Inc. 0.00 4.59 0.75 112.75 0.0961 0.0444
PEP / PepsiCo, Inc. 0.01 -23.14 0.74 -32.36 0.0952 -0.0659
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.01 -19.18 0.74 -19.08 0.0950 -0.0393
CHWY / Chewy, Inc. 0.02 -16.60 0.74 9.32 0.0945 -0.0045
ET / Energy Transfer LP - Limited Partnership 0.04 17.28 0.74 14.42 0.0944 -0.0001
UBER / Uber Technologies, Inc. 0.01 -5.09 0.73 21.46 0.0934 0.0054
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0.01 -2.31 0.73 -1.62 0.0933 -0.0153
DIS / The Walt Disney Company 0.01 50.72 0.71 89.63 0.0912 0.0360
VLLU / Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF 0.03 72.94 0.71 82.26 0.0907 0.0337
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.00 0.00 0.70 3.24 0.0897 -0.0098
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF 0.01 -55.40 0.70 -51.87 0.0889 -0.1227
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF 0.02 -7.79 0.69 5.81 0.0886 -0.0073
PCAR / PACCAR Inc 0.01 -10.92 0.68 -13.03 0.0871 -0.0276
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 12.53 0.67 24.30 0.0851 0.0068
ALNY / Alnylam Pharmaceuticals, Inc. 0.00 -0.10 0.66 20.55 0.0841 0.0043
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock) 0.08 0.65 0.0834 0.0834
EPD / Enterprise Products Partners L.P. - Limited Partnership 0.02 0.64 0.0821 0.0821
GD / General Dynamics Corporation 0.00 4.27 0.63 11.57 0.0802 -0.0021
ADT / ADT Inc. 0.07 0.63 0.0801 0.0801
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund 0.00 -0.91 0.62 -8.61 0.0789 -0.0199
AMGN / Amgen Inc. 0.00 -21.99 0.61 -30.10 0.0784 -0.0500
XT / iShares Trust - iShares Exponential Technologies ETF 0.01 -41.04 0.61 -33.22 0.0780 -0.0556
URA / Global X Funds - Global X Uranium ETF 0.02 -24.88 0.61 27.14 0.0780 0.0078
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF 0.01 0.77 0.61 7.80 0.0778 -0.0049
QQQ / Invesco QQQ Trust, Series 1 0.00 -8.06 0.60 8.24 0.0772 -0.0046
USB / U.S. Bancorp 0.01 66.62 0.60 78.87 0.0769 0.0276
PM / Philip Morris International Inc. 0.00 45.87 0.60 67.41 0.0769 0.0243
HERO / Global X Funds - Global X Video Games & Esports ETF 0.02 -33.28 0.59 -12.52 0.0761 -0.0235
AJG / Arthur J. Gallagher & Co. 0.00 2.15 0.59 -5.27 0.0759 -0.0159
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock) 0.05 0.59 0.0749 0.0749
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF 0.00 -13.72 0.59 2.81 0.0748 -0.0087
DTCR / Global X Funds - Global X Data Center & Digital Infrastructure ETF 0.03 22.48 0.58 40.34 0.0744 0.0137
AME / AMETEK, Inc. 0.00 -63.56 0.58 -61.74 0.0737 -0.1466
SOFI / SoFi Technologies, Inc. 0.03 -7.10 0.57 45.66 0.0730 0.0155
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF 0.00 -0.77 0.56 10.06 0.0715 -0.0029
GTLS / Chart Industries, Inc. 0.00 -36.28 0.53 -27.40 0.0679 -0.0391
ACWI / iShares Trust - iShares MSCI ACWI ETF 0.00 0.00 0.53 10.53 0.0672 -0.0025
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF 0.00 0.00 0.51 16.33 0.0656 0.0010
FINX / Global X Funds - Global X FinTech ETF 0.01 17.46 0.51 46.24 0.0647 0.0139
INTC / Intel Corporation 0.02 1.91 0.49 0.61 0.0628 -0.0088
MILN / Global X Funds - Global X Millennial Consumer ETF 0.01 7.40 0.49 21.50 0.0622 0.0036
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund 0.00 -0.90 0.49 11.47 0.0622 -0.0017
QTUM / ETF Series Solutions - Defiance Quantum ETF 0.01 -19.78 0.48 -1.22 0.0619 -0.0099
PFE / Pfizer Inc. 0.02 24.75 0.47 19.40 0.0607 0.0024
ABT / Abbott Laboratories 0.00 1.77 0.47 4.23 0.0600 -0.0059
GE / General Electric Company 0.00 0.47 0.0595 0.0595
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF 0.01 -22.78 0.46 -7.94 0.0594 -0.0144
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 1.74 0.46 12.62 0.0593 -0.0011
SAGP / The Advisors' Inner Circle Fund III - Strategas Global Policy Opportunities ETF 0.01 -20.99 0.46 -13.70 0.0589 -0.0192
UPS / United Parcel Service, Inc. 0.00 0.11 0.46 -8.20 0.0587 -0.0145
EMR / Emerson Electric Co. 0.00 -1.78 0.46 19.42 0.0583 0.0024
CAT / Caterpillar Inc. 0.00 2.90 0.45 21.39 0.0581 0.0032
ADI / Analog Devices, Inc. 0.00 28.38 0.45 51.68 0.0578 0.0141
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF 0.02 3.46 0.44 3.53 0.0564 -0.0060
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF 0.01 -16.95 0.44 -3.93 0.0563 -0.0109
RF / Regions Financial Corporation 0.02 0.44 0.0561 0.0561
IQV / IQVIA Holdings Inc. 0.00 -24.34 0.43 -32.50 0.0556 -0.0386
ELV / Elevance Health, Inc. 0.00 -21.96 0.43 -30.26 0.0552 -0.0354
KO / The Coca-Cola Company 0.01 23.67 0.43 22.41 0.0545 0.0034
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF 0.02 3.65 0.42 3.71 0.0537 -0.0055
T / AT&T Inc. 0.01 13.06 0.40 15.43 0.0518 0.0005
ADBE / Adobe Inc. 0.00 -22.87 0.40 -22.20 0.0515 -0.0243
LMB / Limbach Holdings, Inc. 0.00 -0.28 0.40 87.79 0.0512 0.0199
SNOW / Snowflake Inc. 0.00 -51.37 0.39 -25.62 0.0502 -0.0270
WM / Waste Management, Inc. 0.00 0.18 0.38 -1.03 0.0491 -0.0077
BLK / BlackRock, Inc. 0.00 -7.89 0.38 2.16 0.0486 -0.0059
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock) 0.01 0.07 0.38 -4.79 0.0484 -0.0099
ZS / Zscaler, Inc. 0.00 -11.10 0.36 40.54 0.0466 0.0087
CTAS / Cintas Corporation 0.00 0.36 0.0465 0.0465
NOW / ServiceNow, Inc. 0.00 9.66 0.36 41.57 0.0463 0.0088
PATH / UiPath Inc. 0.03 -71.51 0.36 -64.57 0.0460 -0.1029
BAC / Bank of America Corporation 0.01 17.59 0.36 33.58 0.0459 0.0065
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 0.01 -0.47 0.36 -0.28 0.0456 -0.0068
BX / Blackstone Inc. 0.00 0.35 0.0451 0.0451
BILL / BILL Holdings, Inc. 0.01 -0.39 0.35 0.57 0.0450 -0.0063
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF 0.00 0.07 0.35 20.14 0.0443 0.0020
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF 0.01 -5.58 0.34 -0.87 0.0436 -0.0068
ARKK / ARK ETF Trust - ARK Innovation ETF 0.00 -23.56 0.34 13.04 0.0433 -0.0006
MU / Micron Technology, Inc. 0.00 0.33 0.0426 0.0426
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF 0.01 4.74 0.33 5.08 0.0425 -0.0038
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.01 -1.52 0.33 10.40 0.0421 -0.0016
RMD / ResMed Inc. 0.00 0.33 0.0416 0.0416
IBMR / iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF 0.01 4.89 0.32 5.54 0.0415 -0.0035
DHR / Danaher Corporation 0.00 -0.67 0.32 -4.45 0.0413 -0.0081
ROP / Roper Technologies, Inc. 0.00 0.32 0.0412 0.0412
EXAS / Exact Sciences Corporation 0.01 0.32 0.0411 0.0411
ADM / Archer-Daniels-Midland Company 0.01 0.32 0.0407 0.0407
RSG / Republic Services, Inc. 0.00 4.46 0.32 6.38 0.0406 -0.0031
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF 0.01 -3.23 0.31 6.90 0.0397 -0.0029
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF 0.01 5.12 0.31 5.54 0.0390 -0.0034
CHRD / Chord Energy Corporation 0.00 0.03 0.29 -14.20 0.0372 -0.0124
ADP / Automatic Data Processing, Inc. 0.00 1.96 0.29 2.86 0.0369 -0.0042
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF 0.00 0.00 0.29 0.00 0.0367 -0.0054
TGT / Target Corporation 0.00 -2.85 0.29 -8.04 0.0366 -0.0090
CMI / Cummins Inc. 0.00 4.08 0.28 8.81 0.0363 -0.0019
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.00 0.00 0.28 7.28 0.0358 -0.0025
DKNG / DraftKings Inc. 0.01 -2.71 0.28 25.79 0.0357 0.0032
OKE / ONEOK, Inc. 0.00 0.24 0.28 -17.42 0.0352 -0.0137
IBMS / iShares Trust - iShares iBonds Dec 2030 Term Muni Bond ETF 0.01 31.04 0.27 32.35 0.0346 0.0047
IVE / iShares Trust - iShares S&P 500 Value ETF 0.00 0.00 0.27 2.66 0.0346 -0.0040
ESTC / Elastic N.V. 0.00 -0.35 0.27 -5.65 0.0342 -0.0073
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.00 -0.27 0.26 0.00 0.0331 -0.0048
SBUX / Starbucks Corporation 0.00 37.00 0.26 27.86 0.0330 0.0035
PLD / Prologis, Inc. 0.00 12.17 0.25 5.42 0.0325 -0.0028
CLOU / Global X Funds - Global X Cloud Computing ETF 0.01 -3.63 0.25 7.20 0.0324 -0.0022
EFA / iShares Trust - iShares MSCI EAFE ETF 0.00 -19.24 0.25 -11.74 0.0318 -0.0094
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.00 0.00 0.25 8.30 0.0318 -0.0019
VIS / Vanguard World Fund - Vanguard Industrials ETF 0.00 0.00 0.24 13.08 0.0310 -0.0004
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF 0.01 -1.76 0.24 9.55 0.0309 -0.0015
BUG / Global X Funds - Global X Cybersecurity ETF 0.01 -41.35 0.24 -32.68 0.0308 -0.0217
F / Ford Motor Company 0.02 0.24 0.0305 0.0305
C / Citigroup Inc. 0.00 0.24 0.0302 0.0302
PBE / Invesco Exchange-Traded Fund Trust - Invesco Biotechnology & Genome ETF 0.00 -19.22 0.24 -18.40 0.0301 -0.0121
GNOM / Global X Funds - Global X Genomics & Biotechnology ETF 0.03 -18.24 0.23 -13.21 0.0294 -0.0094
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.00 -61.38 0.23 -59.75 0.0291 -0.0535
CL / Colgate-Palmolive Company 0.00 0.23 0.0289 0.0289
CLSK / CleanSpark, Inc. 0.02 -0.00 0.22 63.97 0.0286 0.0086
ZTS / Zoetis Inc. 0.00 0.22 0.0286 0.0286
FN / Fabrinet 0.00 0.22 0.0285 0.0285
SHV / iShares Trust - iShares Short Treasury Bond ETF 0.00 -63.44 0.22 -63.47 0.0283 -0.0604
DGIN / VanEck ETF Trust - VanEck Digital India ETF 0.00 -19.12 0.21 -8.55 0.0275 -0.0068
DE / Deere & Company 0.00 0.21 0.0271 0.0271
PAA / Plains All American Pipeline, L.P. - Limited Partnership 0.01 0.00 0.21 -8.23 0.0271 -0.0068
SOXL / Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares 0.01 -58.53 0.21 -34.88 0.0271 -0.0204
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.00 0.08 0.21 0.48 0.0271 -0.0037
MPLX / MPLX LP - Limited Partnership 0.00 -1.72 0.21 -5.38 0.0271 -0.0057
MMM / 3M Company 0.00 -4.61 0.21 -0.94 0.0270 -0.0043
VOX / Vanguard World Fund - Vanguard Communication Services ETF 0.00 0.21 0.0268 0.0268
WES / Western Midstream Partners, LP - Limited Partnership 0.01 0.00 0.21 -5.88 0.0267 -0.0057
PSX / Phillips 66 0.00 0.21 0.0267 0.0267
CME / CME Group Inc. 0.00 -81.26 0.21 -80.56 0.0266 -0.1301
INCO / Columbia ETF Trust II - Columbia India Consumer ETF 0.00 -19.94 0.21 -12.71 0.0264 -0.0082
DELL / Dell Technologies Inc. 0.00 0.20 0.0259 0.0259
UL / Unilever PLC - Depositary Receipt (Common Stock) 0.00 0.20 0.0259 0.0259
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF 0.01 0.00 0.20 0.50 0.0257 -0.0036
TPR / Tapestry, Inc. 0.00 0.20 0.0256 0.0256
S / SentinelOne, Inc. 0.01 0.00 0.20 0.51 0.0254 -0.0035
SQQQ / ProShares Trust - ProShares UltraPro Short QQQ 0.01 0.20 0.0250 0.0250
NAD / Nuveen Quality Municipal Income Fund 0.02 0.00 0.19 -2.09 0.0240 -0.0040
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock) 0.02 -8.26 0.14 13.82 0.0179 -0.0002
PACB / Pacific Biosciences of California, Inc. 0.05 0.00 0.07 4.84 0.0084 -0.0008
HUMA / Humacyte, Inc. 0.02 0.04 0.0053 0.0053
BMY / Bristol-Myers Squibb Company 0.00 -100.00 0.00 0.0000
IYW / iShares Trust - iShares U.S. Technology ETF 0.00 -100.00 0.00 0.0000
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF 0.00 -100.00 0.00 0.0000
GPC / Genuine Parts Company 0.00 -100.00 0.00 0.0000
FTDR / Frontdoor, Inc. 0.00 -100.00 0.00 0.0000
FIS / Fidelity National Information Services, Inc. 0.00 -100.00 0.00 0.0000