Meramec Financial Planners, LLC
Meramec Financial Planners, LLC reported 550 US-listed holdings worth $273.7 million in its 13F for the quarter ended 30 June 2026, filed 29 July 2026. Its largest: iShares Trust (7.4%), iShares Russell 1000 Value Inde (6.2%) and Vanguard Value ETF (5.1%). Against the quarter before, it opened 108 positions, added to 150, trimmed 95 and sold out of 78.
The 14 largest of its 550 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +9.3% over the 2 quarters to 30 June 2026, against +9.5% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 108
- Metlife Inc. MET$184,669
- Entergy Corp. ETR$182,016
- Travere Therapeutics, Inc. TVTX$128,947
- Southern Co. SO$128,608
- Honeywell Aerospace Inc. HONA$114,060
- Kroger Co. KR$92,768
- Deere & Co. DE$88,128
- Morgan Stanley ETF Trust EVTR$86,681
and 100 more in the table below
Added to 150
- iShares Trust IWF+19,882 shares · +13%
- iShares Russell 1000 Value Inde IWD+8,010 shares · +13%
- Eli Lilly & Co. LLY+631 shares · +451%
- iShares Core S&P 500 ETF IVV+864 shares · +9%
- Vanguard Value ETF VTV+2,251 shares · +4%
- ExxonMobil Holdings Corp. XOM+2,941 shares · +51%
- iShares Trust EFV+5,483 shares · +10%
- Microsoft Corp. MSFT+955 shares · +24%
and 142 more in the table below
Trimmed 95
- Wisdomtree Trust DEM-30,424 shares · -29%
- Schwab US Large Cap SCHX-8,774 shares · -3%
- Schwab Strategic Trust SCHA-6,884 shares · -6%
- iShares Trust IWN-1,035 shares · -8%
- Vanguard Index FDS VOT-774 shares · -2%
- Vanguard Small Cap Growth ETF VBK-558 shares · -3%
- ETF Ser Solutions DSTL-2,269 shares · -8%
- TJX Companies Inc. TJX-870 shares · -9%
and 87 more in the table below
Sold out of 78
- Fidelity Covington Trust FENI$52,484 last quarter
- Paychex Inc. PAYX$48,593 last quarter
- Avis Budget Group, Inc. CAR$30,440 last quarter
- Entegris Inc. ENTG$17,722 last quarter
- Five Below, Inc. FIVE$15,111 last quarter
- Grand Canyon Education, Inc. LOPE$14,502 last quarter
- Fidelity Covington Trust FTEC$14,238 last quarter
- RB Global Inc. RBA$13,693 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| iShares Trust IWF | 173.2K | $20.3 million | 7.41% | +19.9K |
| iShares Russell 1000 Value Inde IWD | 68.5K | $17.1 million | 6.25% | +8.0K |
| Vanguard Value ETF VTV | 63.0K | $14.0 million | 5.11% | +2.3K |
| Vanguard Index FDS VOT | 46.1K | $13.6 million | 4.96% | -774 |
| Vanguard Growth ETF VUG | 152.9K | $12.8 million | 4.66% | +4.1K |
| Apple Inc. AAPL | 37.8K | $12.7 million | 4.65% | +328 |
| Vanguard Mid Cap Value ETF VOE | 57.1K | $11.7 million | 4.28% | -534 |
| Schwab US Large Cap SCHX | 325.6K | $9.5 million | 3.47% | -8.8K |
| Vanguard Small Cap Value ETF VBR | 36.1K | $8.9 million | 3.24% | +1.5K |
| iShares Core S&P 500 ETF IVV | 11.0K | $8.1 million | 2.97% | +864 |
| Vanguard Small Cap Growth ETF VBK | 21.0K | $7.2 million | 2.64% | -558 |
| iShares Core MSCI Eafe ETF IEFA | 65.8K | $6.4 million | 2.33% | +2.3K |
| Vanguard Mid Cap Index ETF VO | 75.3K | $6.1 million | 2.23% | +830 |
| iShares U S ETF Trust NEAR | 103.4K | $5.2 million | 1.91% | +4.0K |
| Vanguard Small Cap ETF VB | 17.4K | $5.2 million | 1.88% | -197 |
| iShares Trust EFG | 42.4K | $5.1 million | 1.85% | +2.7K |
| iShares Trust EFV | 58.8K | $4.7 million | 1.71% | +5.5K |
| Schwab Strategic Trust SCHG | 128.8K | $4.3 million | 1.58% | +3.2K |
| Wisdomtree Trust DEM | 75.6K | $4.0 million | 1.47% | -30.4K |
| Schwab Strategic Trust SCHA | 111.7K | $3.8 million | 1.38% | -6.9K |
| Schwab US Mid-Cap ETF SCHM | 92.4K | $3.2 million | 1.18% | -1.4K |
| Stifel Financial Corp. SF | 37.5K | $3.1 million | 1.13% | no change |
| iShares Core MSCI Emerging Mark IEMG | 39.6K | $3.1 million | 1.12% | +664 |
| Vanguard Large Cap ETF VV | 8.4K | $2.8 million | 1.04% | -94 |
| iShares Trust IWN | 12.2K | $2.7 million | 0.99% | -1.0K |
| SPDR S&P 500 SPY | 3.7K | $2.7 million | 0.99% | -114 |
| iShares Trust IWB | 5.6K | $2.3 million | 0.83% | +8 |
| Schwab Strategic Trust SCHF | 77.4K | $2.1 million | 0.77% | +1.4K |
| Microsoft Corp. MSFT | 4.9K | $1.9 million | 0.69% | +955 |
| Schwab Strategic Trust SCHV | 52.7K | $1.8 million | 0.66% | +6.7K |
| ETF Ser Solutions DSTL | 27.7K | $1.8 million | 0.65% | -2.3K |
| Schwab Strategic Trust SCHE | 48.1K | $1.7 million | 0.63% | -1.7K |
| iShares Trust IWO | 4.2K | $1.6 million | 0.57% | -275 |
| Johnson & Johnson JNJ | 5.8K | $1.5 million | 0.56% | +667 |
| TJX Companies Inc. TJX | 8.8K | $1.4 million | 0.50% | -870 |
| ExxonMobil Holdings Corp. XOM | 8.7K | $1.3 million | 0.49% | +2.9K |
| Berkshire Hathaway Inc. Class B BRKB | 2.5K | $1.2 million | 0.45% | +746 |
| Amazon.com Inc. AMZN | 5.3K | $1.2 million | 0.44% | +1.2K |
| iShares Trust SCZ | 14.6K | $1.2 million | 0.44% | -506 |
| Vanguard Real Estate ETF VNQ | 11.8K | $1.2 million | 0.43% | +190 |
| JPMorgan Chase & Co. JPM | 3.3K | $1.2 million | 0.43% | +933 |
| Select Sector SPDR Trust XLE | 18.7K | $1.1 million | 0.40% | +134 |
| Roblox Corp. RBLX | 21.3K | $1.0 million | 0.38% | no change |
| AbbVie Inc. ABBV | 3.7K | $958,018 | 0.35% | +180 |
| iShares Trust ICF | 13.7K | $955,734 | 0.35% | +238 |
| Vanguard Total Bond Market ETF BND | 13.0K | $938,487 | 0.34% | -1.5K |
| Eli Lilly & Co. LLY | 771 | $923,339 | 0.34% | +631 |
| iShares Trust ICSH | 16.7K | $845,695 | 0.31% | -928 |
| iShares S&P Growth Index FD IVW | 6.3K | $838,203 | 0.31% | -30 |
| Procter & Gamble Co. PG | 5.5K | $822,147 | 0.30% | +978 |
| Tortoise Global Water Fund TBLU | 15.2K | $776,678 | 0.28% | -344 |
| NVIDIA Corp. NVDA | 3.9K | $770,002 | 0.28% | +52 |
| iShares Russell 2000 ETF IWM | 2.6K | $767,721 | 0.28% | +121 |
| BNY Mellon ETF Trust II BKDV | 21.7K | $729,485 | 0.27% | +10.0K |
| Alphabet Inc. GOOG | 2.2K | $713,043 | 0.26% | +319 |
| Home Depot, Inc. HD | 2.1K | $711,775 | 0.26% | +781 |
| Merck & Co., Inc. MRK | 4.5K | $593,912 | 0.22% | -25 |
| Walmart Inc. WMT | 5.2K | $579,870 | 0.21% | -217 |
| VG Totl STK Vprs VTI | 1.6K | $573,116 | 0.21% | +101 |
| Philip Morris International Inc. PM | 2.9K | $562,719 | 0.21% | -74 |
| Cigna Group CI | 1.9K | $558,069 | 0.20% | +82 |
| iShares Trust EFA | 5.3K | $555,660 | 0.20% | -493 |
| Enterprise Financial Services Corp. EFSC | 8.3K | $547,375 | 0.20% | +2.3K |
| Ameren Corp. AEE | 4.7K | $528,154 | 0.19% | +1.7K |
| iShares Trust IJT | 3.0K | $519,141 | 0.19% | -412 |
| Vanguard Ftse Developed Markets VEA | 7.1K | $500,139 | 0.18% | +209 |
| Oracle Corp. ORCL | 4.2K | $499,504 | 0.18% | no change |
| RTX Corp. RTX | 2.3K | $499,309 | 0.18% | -56 |
| iShares S&P 500 Value ETF IVE | 2.1K | $497,997 | 0.18% | +2 |
| Emerson Electric Co. EMR | 3.2K | $482,837 | 0.18% | +1.0K |
| Micron Technology Inc. MU | 522 | $469,914 | 0.17% | +1 |
| Technology Select Sector SPDR ETF XLK | 2.6K | $454,197 | 0.17% | +26 |
| iShares Core S&P Small-Cap ETF IJR | 3.1K | $447,602 | 0.16% | -67 |
| iShares Trust IWR | 4.0K | $438,453 | 0.16% | +39 |
| Alphabet Inc. GOOGL | 1.3K | $435,785 | 0.16% | -95 |
| PepsiCo Inc. PEP | 3.1K | $433,869 | 0.16% | +884 |
| Vanguard Specialized Funds VIG | 1.8K | $430,666 | 0.16% | +7 |
| Union Pacific Corp. UNP | 1.4K | $425,605 | 0.16% | -27 |
| Cisco Systems, Inc. CSCO | 3.6K | $407,641 | 0.15% | -145 |
| Chevron Corp. CVX | 2.1K | $405,080 | 0.15% | +629 |
| iShares Trust IWS | 2.4K | $403,086 | 0.15% | -94 |
| Coca-Cola Co. KO | 4.8K | $402,678 | 0.15% | no change |
| iShares Trust IJK | 3.5K | $402,140 | 0.15% | -83 |
| AT&T Inc. T | 15.6K | $380,227 | 0.14% | +5.3K |
| Dimensional ETF Trust DFIV | 6.5K | $365,948 | 0.13% | +95 |
| Caterpillar Inc. CAT | 418 | $365,032 | 0.13% | no change |
| Morgan Stanley MS | 1.7K | $358,959 | 0.13% | -164 |
| Allstate Corp. ALL | 1.4K | $358,724 | 0.13% | no change |
| SPDR S&P Dividend ETF SDY | 2.3K | $354,643 | 0.13% | +61 |
| Bank of America Corp. BAC | 5.7K | $351,718 | 0.13% | -42 |
| Vanguard Whitehall FDS VYM | 2.1K | $349,382 | 0.13% | +105 |
| Abbott Laboratories ABT | 3.3K | $348,057 | 0.13% | -18 |
| iShares Trust IJS | 2.5K | $337,228 | 0.12% | -111 |
| Meta Platforms, Inc. META | 562 | $333,962 | 0.12% | +2 |
| Citigroup Inc. C | 2.3K | $311,321 | 0.11% | -174 |
| Johnson Controls International plc JCI | 2.1K | $303,987 | 0.11% | -102 |
| SPDR Portfolio Developed World SPDW | 6.1K | $302,499 | 0.11% | +85 |
| iShares Russell Mid-Cap Growth ETF IWP | 2.2K | $301,289 | 0.11% | +55 |
| Invesco Exchange-Traded FD Trust II S&P Global Water Index ETF CGW | 4.6K | $297,812 | 0.11% | +105 |
| Altria Group, Inc. MO | 3.9K | $281,471 | 0.10% | -30 |
| ProShares Trust UPRO | 2.1K | $280,493 | 0.10% | no change |
| Global X FDS MLPX | 3.7K | $278,420 | 0.10% | +308 |
| Select Sector SPDR Trust XLB | 5.4K | $276,775 | 0.10% | +35 |
| Duke Energy Corp. DUK | 2.1K | $276,554 | 0.10% | +71 |
| General Dynamics Corp. GD | 700 | $272,533 | 0.10% | -20 |
| United Parcel Service Inc. UPS | 2.3K | $265,207 | 0.10% | +1.1K |
| Qualcomm Inc. QCOM | 1.6K | $263,903 | 0.10% | -26 |
| Invesco QQQ Trust QQQ | 385 | $262,661 | 0.10% | -11 |
| Vanguard Ftse Emerging Markets VWO | 4.5K | $262,226 | 0.10% | -516 |
| Chubb Ltd. CB | 708 | $254,109 | 0.09% | -16 |
| Truist Financial Corp. TFC | 4.8K | $250,489 | 0.09% | +535 |
| Novartis AG NVS | 1.6K | $242,595 | 0.09% | -51 |
| Target Corp. TGT | 1.7K | $235,443 | 0.09% | -27 |
| Broadcom Inc. AVGO | 602 | $230,699 | 0.08% | -32 |
| iShares Trust HDV | 8.0K | $228,979 | 0.08% | -68 |
| NextEra Energy Inc. NEE | 2.6K | $226,783 | 0.08% | -505 |
| S&P Global Inc. SPGI | 510 | $224,314 | 0.08% | no change |
| Visa Inc. V | 615 | $222,956 | 0.08% | -9 |
| Spire Inc. SR | 2.6K | $216,846 | 0.08% | +1.3K |
| Sprott Physical Gold & Silve CEF | 5.2K | $211,410 | 0.08% | -204 |
| Pfizer Inc. PFE | 8.4K | $207,993 | 0.08% | +5.3K |
| Invesco Exch Traded FD Trust II PIO | 4.7K | $206,622 | 0.08% | +25 |
| Goldman Sachs ETF Trust JUST | 1.9K | $200,246 | 0.07% | +5 |
| ConocoPhillips COP | 1.7K | $197,915 | 0.07% | +447 |
| Thermo Fisher Scientific Inc. TMO | 348 | $194,717 | 0.07% | -5 |
| Boeing Co. BA | 909 | $192,254 | 0.07% | +100 |
| Travelers Companies, Inc. TRV | 482 | $188,149 | 0.07% | -18 |
| Metlife Inc. MET | 1.9K | $184,669 | 0.07% | new |
| iShares S&P Midcap 400 Value in IJJ | 1.2K | $184,142 | 0.07% | +5 |
| Amplify ETF Trust ETHO | 2.3K | $183,713 | 0.07% | no change |
| Entergy Corp. ETR | 1.6K | $182,016 | 0.07% | new |
| Genuine Parts Co. GPC | 1.4K | $178,270 | 0.07% | +189 |
| Schwab Strategic Trust SCHZ | 7.8K | $176,992 | 0.06% | +206 |
| Cipher Digital Inc. CIFR | 8.2K | $176,708 | 0.06% | no change |
| Automatic Data Processing Inc. ADP | 690 | $175,937 | 0.06% | no change |
| Medtronic plc MDT | 2.1K | $174,336 | 0.06% | -41 |
| Healthpeak Properties, Inc. DOC | 7.5K | $168,022 | 0.06% | -59 |
| Air Products & Chemicals, Inc. APD | 548 | $160,334 | 0.06% | +277 |
| McDonald's Corp. MCD | 588 | $159,150 | 0.06% | +189 |
| WEC Energy Group, Inc. WEC | 1.4K | $158,157 | 0.06% | +4 |
| Vanguard Short Term Government VGSH | 2.6K | $153,542 | 0.06% | +777 |
| SPDR Ser Trust JNK | 1.6K | $152,809 | 0.06% | +35 |
| Advanced Micro Devices Inc. AMD | 300 | $148,485 | 0.05% | no change |
| Schwab Strategic Trust SCHD | 4.4K | $146,389 | 0.05% | +34 |
| Unilever plc UL | 2.3K | $141,090 | 0.05% | -141 |
| CSX Corp. CSX | 2.7K | $139,083 | 0.05% | no change |
| Kimberly Clark Corp. KMB | 1.2K | $138,312 | 0.05% | +616 |
| Vanguard FTSE All-World ex-US ETF VEU | 1.7K | $135,614 | 0.05% | +73 |
| UnitedHealth Group Inc. UNH | 322 | $134,481 | 0.05% | -10 |
| Lowe's Companies Inc. LOW | 632 | $133,700 | 0.05% | -8 |
| Honeywell International Inc. HON | 541 | $132,951 | 0.05% | -549 |
| Iren Ltd. IREN | 3.6K | $132,096 | 0.05% | no change |
| Akre Focus ETF AKRE | 2.3K | $131,089 | 0.05% | +813 |
| Montana Technologies Corp. Class A AIRJ | 30.0K | $129,900 | 0.05% | no change |
| Travere Therapeutics, Inc. TVTX | 2.3K | $128,947 | 0.05% | new |
| Southern Co. SO | 1.3K | $128,608 | 0.05% | new |
| Waste Connections, Inc. WCN | 752 | $127,352 | 0.05% | no change |
| Consolidated Edison Inc. ED | 1.1K | $126,664 | 0.05% | +386 |
| Schwab International Small-Cap Equity ETF SCHC | 2.6K | $125,223 | 0.05% | +6 |
| General Mills Inc. GIS | 3.3K | $120,923 | 0.04% | +2.6K |
| Cardinal Health Inc. CAH | 527 | $120,821 | 0.04% | +251 |
| iShares Core S&P Mid-Cap ETF IJH | 1.6K | $120,399 | 0.04% | -42 |
| SLB Limited SLB | 2.3K | $120,323 | 0.04% | +1.6K |
| Vici Properties Inc. VICI | 4.4K | $118,797 | 0.04% | no change |
| Marathon Petroleum Corp. MPC | 368 | $114,945 | 0.04% | no change |
| Orchestra Biomed Holdings in OBIO | 30.0K | $114,600 | 0.04% | no change |
| Canadian Pacific Kansas City Ltd. CP | 1.3K | $114,342 | 0.04% | no change |
| Honeywell Aerospace Inc. HONA | 541 | $114,060 | 0.04% | new |
| Crown Castle Inc. CCI | 1.5K | $112,382 | 0.04% | +468 |
| iShares MSCI CRBN | 444 | $110,827 | 0.04% | +3 |
| Mastercard Inc. MA | 199 | $110,038 | 0.04% | -3 |
| Omnicom Group Inc. OMC | 1.3K | $109,359 | 0.04% | -34 |
| Comcast Corp. CMCSA | 4.8K | $108,688 | 0.04% | -812 |
| Costco Wholesale Corp. COST | 110 | $104,674 | 0.04% | +80 |
| iShares Trust ITOT | 638 | $103,420 | 0.04% | no change |
| Waste Management Inc. WM | 431 | $102,535 | 0.04% | no change |
| SPDR Ser Trust SPYM | 1.2K | $102,388 | 0.04% | +177 |
| iShares Trust MUB | 946 | $100,087 | 0.04% | +246 |
| SPDR S&P MidCap 400 ETF MDY | 140 | $96,999 | 0.04% | no change |
| Kroger Co. KR | 1.6K | $92,768 | 0.03% | new |
| Restaurant Brands International Inc. QSR | 1.2K | $90,930 | 0.03% | -53 |
| Amplify ETF Trust BLOK | 1.5K | $89,441 | 0.03% | +2 |
| Deere & Co. DE | 141 | $88,128 | 0.03% | new |
| Morgan Stanley ETF Trust EVTR | 1.7K | $86,681 | 0.03% | new |
| Vanguard World FD VPU | 431 | $84,906 | 0.03% | +3 |
| Masco Corp. MAS | 1.0K | $83,758 | 0.03% | new |
| iShares Trust IGF | 1.3K | $83,713 | 0.03% | +949 |
| SPDR Ser Trust SPIB | 2.5K | $82,800 | 0.03% | no change |
| Becton Dickinson & Co. BDX | 512 | $81,368 | 0.03% | -15 |
| iShares Select Dividend ETF DVY | 498 | $81,247 | 0.03% | +144 |
| PPL Corp. PPL | 2.2K | $80,663 | 0.03% | new |
| Diageo plc DEO | 932 | $79,370 | 0.03% | no change |
| Freeport-McMoRan Inc. FCX | 1.2K | $77,146 | 0.03% | new |
| Zoetis Inc. ZTS | 970 | $74,613 | 0.03% | no change |
| BCE Inc BCE | 3.5K | $73,916 | 0.03% | -1.6K |
| Glacier Bancorp, Inc. GBCI | 1.5K | $72,177 | 0.03% | no change |
| T-Mobile US, Inc. TMUS | 403 | $71,416 | 0.03% | +393 |
| 3M Co. MMM | 400 | $71,292 | 0.03% | no change |
| Weyerhaeuser Co. WY | 2.8K | $65,896 | 0.02% | +2.8K |
| SPDR S&P 500 Growth ETF SPYG | 555 | $63,576 | 0.02% | no change |
| Schwab Strategic Trust SCHH | 2.6K | $63,442 | 0.02% | +34 |
| iShares Trust AGG | 645 | $62,980 | 0.02% | +373 |
| Global X Renewable Energy Producers ETF RNRG | 1.8K | $62,511 | 0.02% | +11 |
| Capital One Financial Corp. COF | 300 | $62,115 | 0.02% | new |
| International Business Machines Corp. IBM | 282 | $60,991 | 0.02% | no change |
| Netflix Inc. NFLX | 818 | $57,588 | 0.02% | +140 |
| iShares Trust IYW | 244 | $57,248 | 0.02% | +1 |
| Amgen Inc. AMGN | 150 | $56,439 | 0.02% | +50 |
| Starbucks Corp. SBUX | 543 | $56,282 | 0.02% | -55 |
| Goldman Sachs ETF Trust GSST | 1.1K | $55,980 | 0.02% | -709 |
| Verizon Communications Inc. VZ | 1.2K | $55,176 | 0.02% | +1.1K |
| Marsh & McLennan Companies, Inc. MRSH | 300 | $54,987 | 0.02% | +18 |
| Dow Inc. DOW | 1.8K | $52,699 | 0.02% | -1.2K |
| Bank of Montreal BMO | 293 | $52,304 | 0.02% | new |
| iShares Trust XJR | 1.0K | $52,049 | 0.02% | +3 |
| iShares Trust SLQD | 1.0K | $51,213 | 0.02% | no change |
| Lockheed Martin Corp. LMT | 87 | $50,460 | 0.02% | no change |
| Tesla, Inc. TSLA | 162 | $50,094 | 0.02% | no change |
| iShares Bitcoin Trust ETF IBIT | 1.4K | $49,714 | 0.02% | no change |
| ServiceNow, Inc. NOW | 460 | $48,558 | 0.02% | no change |
| Fidelity Covington Trust FDVV | 774 | $48,492 | 0.02% | -285 |
| Stanley Black & Decker, Inc. SWK | 513 | $48,310 | 0.02% | new |
| Omega Healthcare Investors Inc. OHI | 936 | $48,111 | 0.02% | new |
| Dominion Energy, Inc. D | 681 | $47,854 | 0.02% | +676 |
| American Express Co. AXP | 143 | $47,801 | 0.02% | +1 |
| Cummins Inc. CMI | 72 | $47,653 | 0.02% | no change |
| Soluna Holdings Inc. SLNH | 38.7K | $47,551 | 0.02% | no change |
| Amphenol Corp. APH | 315 | $47,024 | 0.02% | +58 |
| Enbridge Inc. ENB | 843 | $46,661 | 0.02% | new |
| Enterprise Products Partners L.P. EPD | 1.2K | $46,659 | 0.02% | -1.7K |
| International Paper Co. IP | 1.1K | $46,270 | 0.02% | +919 |
| Kraft Heinz Co. KHC | 1.7K | $45,728 | 0.02% | new |
| Sanofi SNY | 1.0K | $45,100 | 0.02% | no change |
| McKesson Corp. MCK | 53 | $44,813 | 0.02% | no change |
| Universal Health Realty Income Trust UHT | 1.0K | $44,812 | 0.02% | new |
| General Electric Co. GE | 123 | $44,479 | 0.02% | +12 |
| Prudential Financial Inc. PRU | 364 | $44,368 | 0.02% | new |
| Fidelity Blue Chip Growth ETF FBCG | 753 | $44,292 | 0.02% | -260 |
| Carrier Global Corp. CARR | 635 | $44,025 | 0.02% | no change |
| Realty Income Corp. O | 665 | $43,558 | 0.02% | new |
| Williams Companies, Inc. WMB | 611 | $43,253 | 0.02% | new |
| Live Nation Entertainment, Inc. LYV | 239 | $42,877 | 0.02% | no change |
| PNC Financial Services Group, Inc. PNC | 171 | $42,689 | 0.02% | no change |
| Vanguard ETF VYMI | 416 | $42,533 | 0.02% | +88 |
| Firstenergy Corp. FE | 859 | $42,366 | 0.02% | new |
| Danaher Corp. DHR | 215 | $42,248 | 0.02% | +9 |
| iShares Silver Trust SLV | 794 | $42,027 | 0.02% | no change |
| Equifax Inc. EFX | 235 | $41,585 | 0.02% | +11 |
| Trustco Bank Corp. N Y TRST | 712 | $40,876 | 0.01% | no change |
| iShares Trust USRT | 579 | $40,262 | 0.01% | new |
| SPDR Gold Trust GLD | 107 | $40,086 | 0.01% | +3 |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 100 | $39,909 | 0.01% | no change |
| Keel Infrastructure Corp. KEEL | 9.8K | $39,512 | 0.01% | new |
| Commerce Bancshares Inc. CBSH | 661 | $38,999 | 0.01% | -124 |
| Cencora, Inc. COR | 124 | $38,517 | 0.01% | no change |
| Alexandria Real Estate Equities, Inc. ARE | 749 | $38,492 | 0.01% | new |
| American Tower Corp. AMT | 229 | $38,184 | 0.01% | no change |
| Encompass Health Corp. EHC | 323 | $36,771 | 0.01% | +1 |
| Belden Inc. BDC | 347 | $36,720 | 0.01% | no change |
| SPDR Ser Trust SPHY | 1.6K | $36,022 | 0.01% | no change |
| Deutsche Bank A G DB | 1.0K | $35,500 | 0.01% | no change |
| Walt Disney Co. DIS | 363 | $35,058 | 0.01% | +61 |
| Lamb Weston Holdings, Inc. LW | 654 | $34,734 | 0.01% | no change |
| Schwab Fundamental US Large Com FNDX | 1.1K | $34,172 | 0.01% | no change |
| SPDR Ser Trust XAR | 123 | $33,552 | 0.01% | -75 |
| iShares Trust IUSV | 292 | $32,888 | 0.01% | new |
| Digi PWR X Inc. DGXX | 8.6K | $32,832 | 0.01% | no change |
| HCA Healthcare, Inc. HCA | 84 | $32,704 | 0.01% | no change |
| Virtus ETF Trust II SEIX | 1.4K | $32,634 | 0.01% | no change |
| Qxo, Inc. QXO | 2.3K | $32,528 | 0.01% | new |
| iShares Trust IUSG | 176 | $31,892 | 0.01% | new |
| Steris plc STE | 145 | $31,668 | 0.01% | no change |
| Anheuser-Busch InBev SA/NV BUD | 389 | $31,459 | 0.01% | no change |
| Verisk Analytics, Inc. VRSK | 152 | $31,413 | 0.01% | -21 |
| Wisdomtree Trust EPS | 391 | $30,319 | 0.01% | +1 |
| SPDR Ser Trust BILS | 300 | $29,802 | 0.01% | no change |
| SPDR Ser Trust SPYV | 477 | $29,679 | 0.01% | +2 |
| iShares Trust DSI | 211 | $29,071 | 0.01% | no change |
| Church & Dwight Co. Inc. CHD | 290 | $28,623 | 0.01% | no change |
| Nisource Inc. NI | 624 | $28,586 | 0.01% | no change |
| Fastenal Co. FAST | 600 | $28,584 | 0.01% | no change |
| Verisign Inc. VRSN | 103 | $28,307 | 0.01% | -4 |
| Vanguard Intl Equity Index F VT | 183 | $28,278 | 0.01% | +1 |
| iShares Trust XJH | 548 | $28,255 | 0.01% | no change |
| BP plc BP | 647 | $27,388 | 0.01% | +551 |
| Agilent Technologies, Inc. A | 198 | $27,303 | 0.01% | +50 |
| Roper Technologies Inc. ROP | 72 | $27,002 | 0.01% | no change |
| Esco Technologies Inc. ESE | 82 | $26,707 | 0.01% | no change |
| First Trust Exchange-Traded FD AIRR | 219 | $26,387 | 0.01% | no change |
| Vanguard Index FDS VXF | 110 | $26,134 | 0.01% | +5 |
| Illinois Tool Works Inc. ITW | 87 | $24,780 | 0.01% | no change |
| iShares Ethereum Trust ETF ETHA | 1.7K | $24,625 | 0.01% | no change |
| American Centy ETF Trust AVUV | 195 | $24,459 | 0.01% | no change |
| SPDR Ser Trust RWR | 205 | $24,324 | 0.01% | +5 |
| Franklin Templeton ETF Trust XUDV | 734 | $23,985 | 0.01% | new |
| Eaton Corp. plc ETN | 60 | $23,919 | 0.01% | -41 |
| Vanguard Intermed Term Bond ETF BIV | 314 | $23,740 | 0.01% | no change |
| Invesco Exch Traded FD Trust II PZA | 1.0K | $22,910 | 0.01% | no change |
| Backblaze, Inc. BLZE | 1.9K | $22,774 | 0.01% | no change |
| Ameriprise Financial Inc. AMP | 42 | $22,370 | 0.01% | +1 |