Sandy Spring Bank 13F annual report
Sandy Spring Bank is an investment fund managing more than $2.19 trillion ran by Sherman Moore. There are currently 1057 companies in Mr. Moore’s portfolio. The largest investments include Ishares S&p Midcap 400 Index and Ishares S&p 500 Index Fund, together worth $260 billion.
Limited to 30 biggest holdings
$2.19 trillion Assets Under Management (AUM)
As of 30th July 2024, Sandy Spring Bank’s top holding is 2,372,318 shares of Ishares S&p Midcap 400 Index currently worth over $144 billion and making up 6.6% of the portfolio value.
In addition, the fund holds 219,841 shares of Ishares S&p 500 Index Fund worth $116 billion.
The third-largest holding is Microsoft worth $89.8 billion and the next is Apple Inc worth $82.6 billion, with 481,709 shares owned.
Currently, Sandy Spring Bank's portfolio is worth at least $2.19 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Sandy Spring Bank
The Sandy Spring Bank office and employees reside in Olney, Maryland. According to the last 13-F report filed with the SEC, Sherman Moore serves as the Division Executive at Sandy Spring Bank.
Recent trades
In the most recent 13F filing, Sandy Spring Bank revealed that it had opened a new position in
Grayscale Bitcoin Tr Btc and bought 2,066 shares worth $131 million.
The investment fund also strengthened its position in Ishares S&p Midcap 400 Index by buying
1,909,785 additional shares.
This makes their stake in Ishares S&p Midcap 400 Index total 2,372,318 shares worth $144 billion.
On the other hand, there are companies that Sandy Spring Bank is getting rid of from its portfolio.
Sandy Spring Bank closed its position in Spdr Ser Tr on 6th August 2024.
It sold the previously owned 10,065 shares for $922 million.
Sherman Moore also disclosed a decreased stake in Microsoft by approximately 0.1%.
This leaves the value of the investment at $89.8 billion and 213,533 shares.
One of the largest hedge funds
The two most similar investment funds to Sandy Spring Bank are Journey Strategic Wealth and Pfm Health Sciences, L.P.. They manage $2.26 trillion and $2.27 trillion respectively.
Sherman Moore investment strategy
Sandy Spring Bank’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 14.8% of
the total portfolio value.
The fund focuses on investments in the United States as
46.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
32% of the total holdings value.
On the other hand, small-cap stocks make up only 2.4% of the portfolio.
The average market cap of the portfolio companies is close to $50.9 billion.
The complete list of Sandy Spring Bank trades based on 13F SEC filings
These positions were updated on August 6th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares S&p Midcap 400 Index |
412.90%
2,372,318
|
$144,094,567,000 | 6.58% |
| Ishares S&p 500 Index Fund |
0.82%
219,841
|
$115,577,101,000 | 5.28% |
| Microsoft Corporation |
0.55%
213,533
|
$89,837,479,000 | 4.10% |
| Apple Inc |
0.44%
481,709
|
$82,603,447,000 | 3.77% |
| Ishares S&p Smallcap 600 Index Fund |
1.74%
643,201
|
$71,086,473,000 | 3.25% |
| NVIDIA Corp |
1.95%
73,075
|
$66,027,773,000 | 3.02% |
| Spdr S&p 500 Etf Tr |
0.18%
112,505
|
$58,848,191,000 | 2.69% |
| Midcap 400 Spdr Trust Series 1 |
3.24%
96,355
|
$53,611,883,000 | 2.45% |
| Amazon.com Inc. |
2.78%
254,014
|
$45,818,956,000 | 2.09% |
| Ishares Core S&p Value Etf |
2.73%
393,803
|
$35,615,541,000 | 1.63% |
| J P Morgan Chase & Co |
1.88%
166,594
|
$33,368,773,000 | 1.52% |
| Ishares Core S&p Us Growth |
3.74%
276,530
|
$32,412,067,000 | 1.48% |
| Alphabet Inc |
0.73%
205,539
|
$31,295,357,000 | 1.43% |
| Berkshire Hathaway Inc B |
8.55%
73,178
|
$30,772,816,000 | 1.41% |
| Wisdomtree Tr |
0.14%
602,058
|
$29,406,473,000 | 1.34% |
| J P Morgan Exchange Traded F |
16.53%
620,594
|
$35,015,868,000 | 1.60% |
| Mastercard Incorporated |
3.30%
47,590
|
$22,918,031,000 | 1.05% |
| Vanguard Msci Eafe Etf |
0.46%
447,622
|
$22,457,194,000 | 1.03% |
| Alphabet Inc |
0.54%
144,607
|
$21,825,482,000 | 1.00% |
| Danaher Corp. |
2.82%
80,332
|
$20,060,612,000 | 0.92% |
| Home Depot, Inc. |
0.62%
50,866
|
$19,512,423,000 | 0.89% |
| Mc Donalds Corp |
1.15%
65,142
|
$18,366,733,000 | 0.84% |
| Meta Platforms Inc |
3.29%
36,434
|
$17,691,779,000 | 0.81% |
| Johnson & Johnson |
3.76%
110,061
|
$17,410,448,000 | 0.80% |
| Wal-mart Stores, Inc |
192.23%
285,996
|
$17,208,378,000 | 0.79% |
| Palo Alto Networks Inc |
6.85%
60,484
|
$17,185,321,000 | 0.79% |
| Thermo Fisher Scientific Inc. |
0.53%
29,522
|
$17,158,255,000 | 0.78% |
| Raytheon Technologies Corp |
2.53%
164,119
|
$16,006,508,000 | 0.73% |
| Costco Wholesale Corp |
0.46%
21,556
|
$15,792,568,000 | 0.72% |
| Walt Disney Company |
1.17%
124,116
|
$15,186,781,000 | 0.69% |
| Accenture plc |
0.86%
43,608
|
$15,114,970,000 | 0.69% |
| Lowe's Companies, Inc |
0.72%
58,275
|
$14,844,272,000 | 0.68% |
| Abbott Laboratories |
13.38%
127,748
|
$14,519,868,000 | 0.66% |
| Blackstone Inc |
1.59%
97,580
|
$12,819,137,000 | 0.59% |
| Visa Inc A |
1.98%
45,233
|
$12,623,553,000 | 0.58% |
| Eli Lilly And Company |
1.87%
16,132
|
$12,550,312,000 | 0.57% |
| Ishares Tr |
24.36%
362,824
|
$15,480,753,000 | 0.71% |
| Exxon Mobil Corp. |
0.04%
105,673
|
$12,283,476,000 | 0.56% |
| American Express Co. |
5.01%
52,600
|
$11,976,539,000 | 0.55% |
| Salesforce.com, Inc |
1.09%
39,289
|
$11,833,062,000 | 0.54% |
| Adobe Systems Inc |
3.34%
23,006
|
$11,608,828,000 | 0.53% |
| Pepsico, Inc |
0.78%
65,870
|
$11,527,870,000 | 0.53% |
| Zoetis Inc |
2.10%
68,053
|
$11,515,205,000 | 0.53% |
| Goldman Sachs Group, Inc. |
2.15%
27,492
|
$11,483,341,000 | 0.52% |
| Dimensional Etf Trust |
35.83%
731,172
|
$33,581,538,000 | 1.53% |
| Blackrock Inc. |
4.90%
13,477
|
$11,235,851,000 | 0.51% |
| Marriott International, Inc. |
0.78%
42,461
|
$10,713,559,000 | 0.49% |
| NextEra Energy Inc |
1.70%
167,255
|
$10,689,261,000 | 0.49% |
| TJX Companies, Inc. |
2.01%
103,631
|
$10,510,257,000 | 0.48% |
| Microchip Technology, Inc. |
0.10%
113,235
|
$10,158,313,000 | 0.46% |
| Oracle Corp. |
3.06%
80,435
|
$10,103,411,000 | 0.46% |
| Vanguard Scottsdale Fds |
5.26%
115,889
|
$10,046,664,000 | 0.46% |
| The Charles Schwab Corporation |
3.51%
137,903
|
$9,975,963,000 | 0.46% |
| Ishares Dow Jones Us Technology Sector Index |
1.88%
73,359
|
$9,907,858,000 | 0.45% |
| American Tower Corp. |
1.25%
49,251
|
$9,731,502,000 | 0.44% |
| Elevance Health Inc |
1.59%
18,524
|
$9,605,226,000 | 0.44% |
| Vanguard Growth Etf |
14.33%
27,751
|
$9,552,014,000 | 0.44% |
| Stryker Corp. |
4.18%
26,148
|
$9,357,586,000 | 0.43% |
| Cisco Systems, Inc. |
3.02%
185,352
|
$9,250,927,000 | 0.42% |
| Procter & Gamble Co. |
2.13%
55,950
|
$9,077,895,000 | 0.41% |
| Ishares Russell 1000 Index Fund |
1.97%
30,791
|
$8,868,741,000 | 0.41% |
| Waste Management, Inc. |
2.31%
38,942
|
$8,300,488,000 | 0.38% |
| Eaton Corp Plc |
2.91%
26,299
|
$8,223,172,000 | 0.38% |
| Capital One Financial Corp. |
3.26%
52,888
|
$7,874,495,000 | 0.36% |
| Technology Select Sector Spdr |
1.65%
36,848
|
$7,674,333,000 | 0.35% |
| Shell Plc Adr |
3.71%
112,154
|
$7,518,772,000 | 0.34% |
| Nike, Inc. |
7.71%
78,393
|
$7,367,294,000 | 0.34% |
| Vanguard Msci Emerging Markets Etf |
6.90%
173,614
|
$7,251,842,000 | 0.33% |
| Taiwan Semiconductor Manufacturing Co Ltd |
3.15%
52,391
|
$7,127,796,000 | 0.33% |
| Fortive Corp |
1.16%
82,104
|
$7,062,614,000 | 0.32% |
| Abbvie Inc |
3.40%
38,581
|
$7,025,702,000 | 0.32% |
| Vanguard Short Term Corporate Bond Etf |
7.94%
88,642
|
$6,852,914,000 | 0.31% |
| Mondelez International Inc. |
0.49%
94,922
|
$6,644,526,000 | 0.30% |
| Unitedhealth Group Inc |
0.14%
13,331
|
$6,595,012,000 | 0.30% |
| Materials Select Sector Spdr Trust |
6.12%
69,117
|
$6,420,280,000 | 0.29% |
| Merck & Co Inc |
1.91%
45,672
|
$6,026,370,000 | 0.28% |
| Honeywell International Inc |
0.52%
29,197
|
$5,992,685,000 | 0.27% |
| Union Pacific Corp. |
1.03%
23,525
|
$5,785,514,000 | 0.26% |
| Bristol-Myers Squibb Co. |
2.71%
106,249
|
$5,761,868,000 | 0.26% |
| Chevron Corp. |
4.79%
36,281
|
$5,722,986,000 | 0.26% |
| Ishares Msci Eafe Etf |
5.61%
71,574
|
$5,715,888,000 | 0.26% |
| Ishares Ibonds Dec 2025 Corp Etf |
0.05%
230,262
|
$5,712,800,000 | 0.26% |
| Laboratory Corporation Of America Holdings |
2.83%
25,685
|
$5,611,145,000 | 0.26% |
| Ishares Ibonds Dec 2027 Corp Etf |
2.36%
234,155
|
$5,572,889,000 | 0.25% |
| Ishares S&p Midcap 400 Growth Index Fund |
29.61%
60,859
|
$5,553,384,000 | 0.25% |
| Qualcomm, Inc. |
1.29%
32,796
|
$5,552,359,000 | 0.25% |
| Ishares Ibonds Dec 2026 Corp Etf |
1.17%
230,349
|
$5,493,824,000 | 0.25% |
| Ishares Ibonds Dec 2028 Corp Etf |
3.45%
219,494
|
$5,466,499,000 | 0.25% |
| Caterpillar Inc. |
4.27%
14,701
|
$5,386,796,000 | 0.25% |
| Conocophillips |
0.60%
42,220
|
$5,373,851,000 | 0.25% |
| Consumer Discretionary Select Sector Spdr |
5.42%
28,833
|
$5,302,101,000 | 0.24% |
| CVS Health Corp |
11.58%
66,460
|
$5,300,850,000 | 0.24% |
| Verizon Communications Inc |
4.03%
124,982
|
$5,244,244,000 | 0.24% |
| Financial Select Sector Spdr Fund |
3.57%
123,217
|
$5,189,904,000 | 0.24% |
| Ishares Ibonds Dec 2024 Corp Etf |
5.28%
196,964
|
$4,933,948,000 | 0.23% |
| Select Sector Spdr Tr |
3.30%
74,730
|
$4,906,025,000 | 0.22% |
| Air Products & Chemicals Inc. |
1.33%
20,181
|
$4,889,363,000 | 0.22% |
| Intuitive Surgical Inc |
3.24%
12,047
|
$4,807,838,000 | 0.22% |
| Brookfield Corp |
3.23%
113,025
|
$4,732,357,000 | 0.22% |
| Ishares Ibonds Dec 2029 Corp Etf |
4.16%
205,772
|
$4,695,717,000 | 0.21% |
| Constellation Brands Inc A |
1.10%
17,016
|
$4,624,356,000 | 0.21% |
| Cheniere Energy Inc. |
2.18%
28,574
|
$4,608,434,000 | 0.21% |
| S&P Global Inc |
8.06%
10,820
|
$4,603,567,000 | 0.21% |
| Deere & Co. |
1.96%
11,166
|
$4,586,509,000 | 0.21% |
| Comcast Corporation Class A |
3.68%
104,931
|
$4,548,786,000 | 0.21% |
| Estee Lauder Companies Cl A |
2.07%
29,476
|
$4,543,787,000 | 0.21% |
| ServiceNow Inc |
10.37%
5,779
|
$4,405,910,000 | 0.20% |
| Ishares Ibonds Dec 2030 Corp Etf |
9.55%
202,433
|
$4,332,066,000 | 0.20% |
| Norfolk Southern Corp. |
3.17%
16,785
|
$4,277,991,000 | 0.20% |
| Vanguard Small Cap Etf |
9.04%
18,482
|
$4,224,829,000 | 0.19% |
| Trane Technologies plc |
7.50%
13,893
|
$4,170,529,000 | 0.19% |
| L3Harris Technologies Inc |
20.98%
19,552
|
$4,166,457,000 | 0.19% |
| Ishares Ibonds Dec 2031 Corp Etf |
15.99%
195,015
|
$3,995,857,000 | 0.18% |
| Intel Corp. |
5.82%
89,875
|
$3,969,787,000 | 0.18% |
| Truist Finl Corp |
4.23%
100,725
|
$3,926,261,000 | 0.18% |
| Cigna Corp New |
5.01%
10,748
|
$3,903,566,000 | 0.18% |
| Quanta Services, Inc. |
6.15%
14,806
|
$3,846,599,000 | 0.18% |
| Asml Holding N V |
1.03%
3,914
|
$3,798,420,000 | 0.17% |
| Unilever Plc Spon Adr |
0.26%
75,384
|
$3,783,530,000 | 0.17% |
| Automatic Data Processing Inc. |
2.27%
14,827
|
$3,702,903,000 | 0.17% |
| Ishares Russell 1000 Value Index |
10.14%
20,631
|
$3,695,144,000 | 0.17% |
| Rockwell Automation Inc |
2.25%
12,409
|
$3,614,969,000 | 0.17% |
| First Tr Exchange-traded Fd |
2.35%
188,493
|
$6,183,145,000 | 0.28% |
| T-Mobile US Inc |
0.52%
21,083
|
$3,441,088,000 | 0.16% |
| Starbucks Corp. |
3.31%
37,600
|
$3,436,190,000 | 0.16% |
| Coca-Cola Co |
4.85%
55,548
|
$3,398,437,000 | 0.16% |
| Ishares Russell Midcap Index Fund |
6.32%
39,943
|
$3,358,808,000 | 0.15% |
| Ishares Ibonds Dec 2032 Corp Etf |
17.91%
134,459
|
$3,335,928,000 | 0.15% |
| Spdr S&p Biotech Etf |
37.24%
31,853
|
$3,022,485,000 | 0.14% |
| Ishares Nasdaq Biotechnology Index Fund |
28.14%
21,964
|
$3,013,901,000 | 0.14% |
| Vanguard Total Stock Market Etf |
0.95%
11,197
|
$2,910,222,000 | 0.13% |
| First Commonwealth Financial Corp. |
No change
208,544
|
$2,902,932,000 | 0.13% |
| Booking Holdings Inc |
1.55%
787
|
$2,855,142,000 | 0.13% |
| Vanguard Dividend Appreciation Etf |
12.68%
15,627
|
$2,853,644,000 | 0.13% |
| Ishares Russell 2000 Index Fund |
1.21%
13,511
|
$2,841,331,000 | 0.13% |
| Vanguard Info Tech Etf |
3.81%
5,308
|
$2,783,121,000 | 0.13% |
| Health Care Select Sector Spdr |
3.42%
18,793
|
$2,776,291,000 | 0.13% |
| Otis Worldwide Corporation |
8.35%
27,351
|
$2,715,173,000 | 0.12% |
| Astrazeneca Plc Adr |
1,542.88%
39,577
|
$2,681,371,000 | 0.12% |
| Amphenol Corporation A |
3.55%
22,509
|
$2,596,413,000 | 0.12% |
| Veeva Sys Inc |
4.85%
11,069
|
$2,564,577,000 | 0.12% |
| Valero Energy Corp. |
0.51%
15,007
|
$2,561,546,000 | 0.12% |
| Spdr S&p Bank Etf |
2.52%
53,548
|
$2,522,111,000 | 0.12% |
| Diageo Plc Adr |
19.46%
16,773
|
$2,494,817,000 | 0.11% |
| AMGEN Inc. |
1.11%
8,628
|
$2,453,036,000 | 0.11% |
| PayPal Holdings Inc |
5.71%
36,595
|
$2,451,500,000 | 0.11% |
| Ishares S&p Global Technology Sector Index Fd |
4.07%
32,305
|
$2,416,737,000 | 0.11% |
| Aptiv PLC |
39.38%
30,273
|
$2,411,245,000 | 0.11% |
| Ishares Russell 1000 Growth Index |
0.43%
7,110
|
$2,396,416,000 | 0.11% |
| Ishares Ibonds Dec 2033 Corp Etf |
39.39%
93,902
|
$2,392,623,000 | 0.11% |
| Schwab Us Dividend Equity Etf |
26.26%
29,018
|
$2,339,687,000 | 0.11% |
| Prologis Inc |
8.58%
17,460
|
$2,273,642,000 | 0.10% |
| Spdr S&p Regional Banking Etf |
1.18%
44,980
|
$2,261,592,000 | 0.10% |
| Vanguard Intermediate Term Treasury Etf |
71,923.08%
37,452
|
$2,192,815,000 | 0.10% |
| D.R. Horton Inc. |
0.87%
13,142
|
$2,162,453,000 | 0.10% |
| Lockheed Martin Corp. |
4.60%
4,750
|
$2,160,795,000 | 0.10% |
| Take-Two Interactive Software, Inc. |
8.67%
14,377
|
$2,134,842,000 | 0.10% |
| Aflac Incorporated |
1.62%
24,386
|
$2,093,783,000 | 0.10% |
| Ishares Lehman Aggregate Bond Fund |
30.01%
21,227
|
$2,078,932,000 | 0.09% |
| Vanguard Int Term Corp |
15.50%
25,026
|
$2,014,862,000 | 0.09% |
| Ishares Russell 2000 Value Index Fund |
0.21%
12,396
|
$1,968,591,000 | 0.09% |
| Intercontinental Exchange Inc |
0.20%
14,094
|
$1,936,939,000 | 0.09% |
| Energy Select Sector Spdr Fund |
1.15%
20,292
|
$1,915,806,000 | 0.09% |
| Ishares Russell Midcap Growth Index |
1.88%
16,691
|
$1,905,111,000 | 0.09% |
| International Business Machines Corp. |
0.36%
9,774
|
$1,866,444,000 | 0.09% |
| Bank of America Corporation |
3.18%
49,054
|
$1,860,120,000 | 0.08% |
| United Parcel Service, Inc. |
4.69%
11,775
|
$1,750,119,000 | 0.08% |
| Philip Morris International Inc |
0.19%
18,533
|
$1,697,985,000 | 0.08% |
| Ishares Barclays Tips Bond Fund |
3.76%
15,614
|
$1,677,136,000 | 0.08% |
| EQT Corp |
13.21%
45,136
|
$1,673,192,000 | 0.08% |
| Vanguard Mid-cap Etf Index Fds |
3.52%
6,496
|
$1,623,092,000 | 0.07% |
| Dominion Resources, Inc |
8.31%
32,385
|
$1,593,027,000 | 0.07% |
| Pfizer Inc. |
15.26%
55,215
|
$1,532,217,000 | 0.07% |
| AGCO Corp. |
2.30%
12,453
|
$1,531,936,000 | 0.07% |
| McCormick & Company, Incorporated |
4.88%
22,238
|
$1,709,766,000 | 0.08% |
| Ishares Core Msci Emerging Markets Etf |
2.52%
28,793
|
$1,485,698,000 | 0.07% |
| Fortune Brands Innovations I |
8.28%
17,325
|
$1,466,892,000 | 0.07% |
| Sherwin-Williams Co. |
2.66%
4,171
|
$1,448,846,000 | 0.07% |
| Vanguard Index Fds |
0.62%
5,825
|
$2,072,924,000 | 0.09% |
| Autodesk Inc. |
0.17%
5,422
|
$1,411,998,000 | 0.06% |
| Nxp Semiconductors N V |
21.37%
5,665
|
$1,403,618,000 | 0.06% |
| Novartis Ag - Adr |
0.13%
14,416
|
$1,394,460,000 | 0.06% |
| Shore Bancshares Inc. |
No change
119,579
|
$1,375,159,000 | 0.06% |
| Fedex Corp |
18.14%
4,697
|
$1,360,798,000 | 0.06% |
| Leidos Holdings Inc |
0.09%
10,358
|
$1,357,788,000 | 0.06% |
| DuPont de Nemours Inc |
12.94%
17,615
|
$1,350,543,000 | 0.06% |
| Spdr Ser Tr |
10.47%
30,528
|
$2,743,696,000 | 0.13% |
| Tesla Inc |
3.91%
7,603
|
$1,336,460,000 | 0.06% |
| Boeing Co. |
29.24%
6,905
|
$1,332,644,000 | 0.06% |
| Schwab Us Large-cap Etf |
4.50%
21,330
|
$1,323,725,000 | 0.06% |
| Veralto Corp |
22.40%
14,922
|
$1,322,985,000 | 0.06% |
| Enbridge Inc |
6.35%
35,996
|
$1,302,350,000 | 0.06% |
| Generac Holdings Inc |
5.42%
10,246
|
$1,292,431,000 | 0.06% |
| Sempra |
4.30%
17,809
|
$1,279,221,000 | 0.06% |
| Jacobs Solutions Inc |
13.40%
8,300
|
$1,275,960,000 | 0.06% |
| Lamb Weston Holdings Inc |
30.39%
11,838
|
$1,261,103,000 | 0.06% |
| Industrial Select Sector Spdr Fund |
No change
9,998
|
$1,259,349,000 | 0.06% |
| Cummins Inc. |
22.09%
4,145
|
$1,221,469,000 | 0.06% |
| Welltower Inc. |
8.35%
13,006
|
$1,215,282,000 | 0.06% |
| Snowflake Inc. |
64.32%
7,391
|
$1,194,386,000 | 0.05% |
| Corteva Inc |
7.31%
20,392
|
$1,176,007,000 | 0.05% |
| Advanced Micro Devices Inc. |
1.34%
6,495
|
$1,172,364,000 | 0.05% |
| Southern Company |
7.02%
16,096
|
$1,154,749,000 | 0.05% |
| Medtronic Hldg |
6.02%
13,198
|
$1,150,202,000 | 0.05% |
| Ishares Ibonds Dec 2024 Muni Etf |
4.93%
43,249
|
$1,122,312,000 | 0.05% |
| Tortoise North American Pipeline Fund |
0.89%
39,071
|
$1,092,425,000 | 0.05% |
| First Solar Inc |
4.26%
6,368
|
$1,074,919,000 | 0.05% |
| Eog Res Inc |
11.71%
8,180
|
$1,045,732,000 | 0.05% |
| Clorox Co. |
6.66%
6,760
|
$1,035,024,000 | 0.05% |
| Ishares Ibonds Dec 2028 Muni Etf |
12.23%
39,419
|
$996,118,000 | 0.05% |
| Dow Inc |
5.59%
17,096
|
$990,373,000 | 0.05% |
| Citigroup Inc |
17.81%
15,636
|
$988,807,000 | 0.05% |
| Ishares Ibonds Dec 2027 Muni Etf |
1.02%
39,140
|
$985,154,000 | 0.05% |
| GitLab Inc. |
1.47%
16,707
|
$974,353,000 | 0.04% |
| Phillips 65 |
3.88%
5,898
|
$963,417,000 | 0.04% |
| United Bankshares Inc West V |
3.64%
26,508
|
$948,722,000 | 0.04% |
| Corning, Inc. |
12.21%
28,730
|
$946,941,000 | 0.04% |
| Consumer Staples Select Sector Spdr Fund |
2.22%
12,322
|
$940,908,000 | 0.04% |
| Ishares Ibonds Dec 2025 Muni Etf |
5.22%
35,415
|
$937,081,000 | 0.04% |
| Altria Group Inc. |
15.28%
21,443
|
$936,497,000 | 0.04% |
| Invesco Exchange Traded Fd Tr S&p500 Eql Wgt |
1.04%
5,509
|
$933,049,000 | 0.04% |
| Oneok Inc. |
4.86%
11,610
|
$930,775,000 | 0.04% |
| Netflix Inc. |
6.66%
1,521
|
$923,626,000 | 0.04% |
| Ishares Ibonds Dec 2026 Muni Etf |
4.06%
35,795
|
$907,403,000 | 0.04% |
| Spdr Portfolio S&p 500 Growth Etf |
0.16%
12,375
|
$905,232,000 | 0.04% |
| Spdr Dow Jones Industrial Avg Etf |
7.11%
2,221
|
$883,242,000 | 0.04% |
| Vanguard Value Etf |
45.78%
5,359
|
$872,796,000 | 0.04% |
| Broadcom Inc. |
2.98%
656
|
$869,540,000 | 0.04% |
| Spdr Ser Tr |
Closed
10,065
|
$921,819,000 | |
| Kimberly-Clark Corp. |
4.05%
6,641
|
$859,061,000 | 0.04% |
| General Electric Co |
20.46%
4,833
|
$848,373,000 | 0.04% |
| Vanguard Reit Etf |
4.33%
9,711
|
$839,850,000 | 0.04% |
| Lyonellbasell Industries Nv Cl A |
4.50%
8,174
|
$836,037,000 | 0.04% |
| Devon Energy Corp. |
2.50%
16,566
|
$831,282,000 | 0.04% |
| Alexandria Real Estate Eq In |
10.32%
6,429
|
$828,763,000 | 0.04% |
| Illinois Tool Works, Inc. |
1.81%
3,040
|
$815,724,000 | 0.04% |
| Revvity Inc. |
19.58%
7,625
|
$800,625,000 | 0.04% |
| Agnico Eagle Mines Ltd |
0.60%
13,373
|
$797,700,000 | 0.04% |
| AT&T Inc. |
13.00%
44,737
|
$787,367,000 | 0.04% |
| Science Applications Intl Co |
0.02%
6,024
|
$785,456,000 | 0.04% |
| Sysco Corp. |
11.89%
9,486
|
$770,074,000 | 0.04% |
| CSX Corp. |
13.36%
20,403
|
$756,330,000 | 0.03% |
| Ishares Russell Midcap Value Index |
1.87%
6,019
|
$754,355,000 | 0.03% |
| Schwab Intermediate-term Us Treasury Etf |
1,278.95%
15,265
|
$748,749,000 | 0.03% |
| Uber Technologies Inc |
110.36%
9,710
|
$747,542,000 | 0.03% |
| BCE Inc |
10.70%
21,959
|
$746,167,000 | 0.03% |
| Invesco Exchange Traded Fd T |
0.03%
69,260
|
$2,119,650,000 | 0.10% |
| Datadog Inc |
9.40%
5,727
|
$707,858,000 | 0.03% |
| Ishares Ibonds Dec 2029 Muni Etf |
205.58%
26,830
|
$677,323,000 | 0.03% |
| PNC Financial Services Group Inc |
6.19%
4,169
|
$673,711,000 | 0.03% |
| Ecolab, Inc. |
0.24%
2,915
|
$673,074,000 | 0.03% |
| Becton Dickinson & Co. |
0.19%
2,687
|
$664,899,000 | 0.03% |
| Emerson Electric Co. |
10.08%
5,809
|
$658,839,000 | 0.03% |
| Ishares S&p 500 Growth Index Fund |
1.38%
7,485
|
$632,035,000 | 0.03% |
| Ishares S&p 500 Value Index |
7.85%
3,354
|
$626,562,000 | 0.03% |
| Burke Herbert Finl Svcs Corp |
30.26%
11,062
|
$619,804,000 | 0.03% |
| Hershey Company |
5.08%
3,147
|
$612,111,000 | 0.03% |
| Wells Fargo Company |
28.90%
10,537
|
$610,722,000 | 0.03% |
| 3M Co. |
16.78%
5,717
|
$606,446,000 | 0.03% |
| Northern Lights Fund Trust |
8.25%
6,151
|
$594,883,000 | 0.03% |
| Cable One Inc |
No change
1,400
|
$592,382,000 | 0.03% |
| Cadence Design System Inc |
No change
1,888
|
$587,698,000 | 0.03% |
| Ishares Core Msci Eafe Etf |
16.00%
7,776
|
$577,159,000 | 0.03% |
| Lululemon Athletica inc. |
27.55%
1,477
|
$576,991,000 | 0.03% |
| Vanguard World Fd |
1.70%
7,789
|
$1,234,445,000 | 0.06% |
| Ishares |
39.48%
12,613
|
$1,104,858,000 | 0.05% |
| Block Inc |
2.33%
6,114
|
$517,123,000 | 0.02% |
| Baxter International Inc. |
28.50%
11,904
|
$508,777,000 | 0.02% |
| General Dynamics Corp. |
0.90%
1,770
|
$499,917,000 | 0.02% |
| American Electric Power Company Inc. |
2.04%
5,800
|
$499,306,000 | 0.02% |
| Ishares Exponential Technology Etf |
38.87%
8,174
|
$487,337,000 | 0.02% |
| Northrop Grumman Corp. |
21.29%
998
|
$477,630,000 | 0.02% |
| Vanguard Malvern Fds |
0.10%
9,626
|
$460,990,000 | 0.02% |
| First Trust Dj Internet Ind |
3.00%
2,230
|
$457,351,000 | 0.02% |
| Skyworks Solutions, Inc. |
33.35%
4,217
|
$456,785,000 | 0.02% |
| State Street Corp. |
0.69%
5,860
|
$453,095,000 | 0.02% |
| Ametek Inc |
No change
2,424
|
$443,350,000 | 0.02% |
| Ishares Russell 2000 Growth |
31.38%
1,612
|
$436,610,000 | 0.02% |
| Invesco Exch Traded Fd Tr Ii |
5.09%
9,770
|
$534,124,000 | 0.02% |
| Paycom Software Inc |
No change
2,157
|
$429,266,000 | 0.02% |
| Target Corp |
1.32%
2,375
|
$420,806,000 | 0.02% |
| Listed Fd Tr |
10.92%
33,178
|
$808,699,000 | 0.04% |
| Nucor Corp. |
0.86%
2,123
|
$420,194,000 | 0.02% |
| Vanguard Telecommunication Services Etf |
1.96%
3,102
|
$406,982,000 | 0.02% |
| Pimco Etf Tr |
No change
4,099
|
$411,982,000 | 0.02% |
| Crowdstrike Holdings Inc |
2.53%
1,216
|
$389,838,000 | 0.02% |
| Digital Rlty Tr Inc |
5.04%
2,646
|
$381,236,000 | 0.02% |
| Shopify Inc |
7.93%
4,927
|
$380,217,000 | 0.02% |
| Ishares Dow Jones Select Dividend |
5.06%
3,075
|
$378,780,000 | 0.02% |
| Novo-nordisk A S |
11.02%
2,942
|
$377,754,000 | 0.02% |
| Mettler-Toledo International, Inc. |
No change
283
|
$376,756,000 | 0.02% |
| Marriott Vacations Worldwide Corp |
No change
3,472
|
$373,988,000 | 0.02% |
| First Tr Exch Trd Alphdx Fd |
No change
6,550
|
$373,088,000 | 0.02% |
| Enterprise Products Partners, Lp |
No change
12,777
|
$372,833,000 | 0.02% |
| Federal Rlty Invt Tr New |
6.74%
3,609
|
$368,533,000 | 0.02% |
| Colgate-Palmolive Co. |
16.10%
4,091
|
$368,399,000 | 0.02% |
| Marathon Pete Corp |
3.38%
1,776
|
$357,776,000 | 0.02% |
| Ishares Dow Jones Us Healthcare Sector Index |
415.22%
5,755
|
$356,235,000 | 0.02% |
| Schwab Intl Equity Etf |
1.35%
9,076
|
$354,155,000 | 0.02% |
| Axsome Therapeutics Inc |
No change
4,375
|
$349,125,000 | 0.02% |
| Intuit Inc |
10.48%
527
|
$342,550,000 | 0.02% |
| Ishares Cohen & Steers Realty Majors Index |
13.39%
5,885
|
$339,589,000 | 0.02% |
| Travelers Companies Inc. |
0.07%
1,433
|
$329,853,000 | 0.02% |
| Vanguard Health Care Etf |
0.08%
1,218
|
$329,497,000 | 0.02% |
| Rio Tinto Plc Adr |
3.84%
5,138
|
$327,496,000 | 0.01% |
| Martin Marietta Matls Inc |
0.95%
523
|
$321,091,000 | 0.01% |
| T. Rowe Price Group, Inc |
No change
2,595
|
$316,383,000 | 0.01% |
| Fortinet Inc |
No change
4,625
|
$315,934,000 | 0.01% |
| Texas Instruments Inc. |
6.62%
1,806
|
$314,560,000 | 0.01% |
| Booz Allen Hamilton Hldg Cor |
85.43%
2,075
|
$308,070,000 | 0.01% |
| Shoals Technologies Group, Inc. |
14.33%
27,460
|
$307,003,000 | 0.01% |
| Enphase Energy Inc |
3.94%
2,505
|
$303,056,000 | 0.01% |
| Yum Brands Inc. |
0.28%
2,159
|
$299,346,000 | 0.01% |
| Ishares Msci Emerging Markets Index |
7.79%
7,222
|
$296,680,000 | 0.01% |
| Schwab Us Small- Cap Etf |
2.13%
5,990
|
$294,962,000 | 0.01% |
| Freeport-mcmoran Copper & Gold Inc |
27.30%
6,104
|
$287,014,000 | 0.01% |
| Xcel Energy Inc. |
23.67%
5,308
|
$285,306,000 | 0.01% |
| Applied Materials Inc. |
3.54%
1,374
|
$283,361,000 | 0.01% |
| Schwab U.s. Mid-cap Etf |
0.15%
3,436
|
$279,796,000 | 0.01% |
| Vanguard Mega Cap Growth Index Fund |
174.65%
975
|
$279,445,000 | 0.01% |
| Edwards Lifesciences Corp |
No change
2,910
|
$278,080,000 | 0.01% |
| Ishares S&p Midcap 400/barra Value Index |
37.90%
2,307
|
$272,896,000 | 0.01% |
| Analog Devices Inc. |
No change
1,375
|
$271,962,000 | 0.01% |
| Eaton Vance Sr Fltng Rte Tr |
No change
20,500
|
$267,115,000 | 0.01% |
| Ishares S&p Smallcap 600 Value Index |
No change
2,550
|
$262,038,000 | 0.01% |
| Ishares Iboxx $ Investment Grade Corp Bonds |
139.92%
2,404
|
$261,845,000 | 0.01% |
| Elme Communities |
29.71%
18,032
|
$251,011,000 | 0.01% |
| Roper Industries, Inc |
24.06%
445
|
$249,575,000 | 0.01% |
| Morgan Stanley |
12.67%
2,615
|
$246,231,000 | 0.01% |
| Linde Plc. |
6.07%
524
|
$243,304,000 | 0.01% |
| Schlumberger Limited |
30.01%
4,336
|
$237,657,000 | 0.01% |
| General Mills, Inc. |
5.10%
3,357
|
$234,856,000 | 0.01% |
| MainStreet Bancshares Inc |
No change
12,600
|
$228,816,000 | 0.01% |
| Proshares Tr |
0.13%
5,410
|
$455,976,000 | 0.02% |
| Trade Desk Inc |
31.09%
2,572
|
$224,845,000 | 0.01% |
| Spdr S& P North American Natural Res Etf |
19.81%
4,083
|
$222,851,000 | 0.01% |
| Ishares Edge Msci Usa Quality |
41.29%
1,338
|
$219,901,000 | 0.01% |
| Ishares Tr Phlx Semiconductor Etf |
199.69%
968
|
$218,791,000 | 0.01% |
| Carrier Global Corporation |
39.02%
3,735
|
$217,116,000 | 0.01% |
| Kinder Morgan Inc |
0.99%
11,648
|
$213,628,000 | 0.01% |
| Gilead Sciences, Inc. |
17.93%
2,879
|
$210,887,000 | 0.01% |
| Spdr Gold Trust |
30.77%
1,008
|
$207,367,000 | 0.01% |
| Fiserv, Inc. |
3.20%
1,269
|
$202,812,000 | 0.01% |
| Discover Financial Services |
1.66%
1,538
|
$201,617,000 | 0.01% |
| Capri Holdings Limited |
No change
4,373
|
$198,097,000 | 0.01% |
| Stanley Black & Decker |
7.06%
2,002
|
$196,057,000 | 0.01% |
| Atlantic Un Bankshares Corp |
No change
5,536
|
$195,477,000 | 0.01% |
| Fortrea Hldgs Inc |
42.98%
4,849
|
$194,639,000 | 0.01% |
| Eversource Energy |
0.31%
3,241
|
$193,726,000 | 0.01% |
| Zscaler Inc |
106.29%
984
|
$189,549,000 | 0.01% |
| Mckesson Corporation |
2.65%
349
|
$187,361,000 | 0.01% |
| Carlisle Cos Inc |
No change
476
|
$186,619,000 | 0.01% |
| Vanguard High Dividend Yield Index Fund Etf |
1,022.96%
1,516
|
$183,408,000 | 0.01% |
| Globe Life Inc. |
No change
1,575
|
$183,283,000 | 0.01% |
| Church & Dwight Co., Inc. |
No change
1,725
|
$179,935,000 | 0.01% |
| M&t Bank Corporation |
No change
1,235
|
$179,619,000 | 0.01% |
| Vanguard Small Cap Value Etf |
42.59%
924
|
$177,401,000 | 0.01% |
| Spdr S&p Semiconductor Etf |
13.25%
753
|
$174,771,000 | 0.01% |
| Zimmer Biomet Holdings Inc |
43.57%
1,318
|
$173,950,000 | 0.01% |
| Spdr Nyse Technology Etf |
7.77%
950
|
$173,269,000 | 0.01% |
| Moderna Inc |
22.59%
1,611
|
$171,669,000 | 0.01% |
| Nuveen Virginia Qlty Muncpl |
No change
15,000
|
$166,050,000 | 0.01% |
| Invesco BuyBack Achievers ETF |
No change
1,534
|
$166,025,000 | 0.01% |
| Molina Healthcare Inc |
No change
400
|
$164,332,000 | 0.01% |
| Schwab Us Broad Market Etf |
0.07%
2,690
|
$164,227,000 | 0.01% |
| Vanguard Whitehall Fds |
No change
1,940
|
$158,169,000 | 0.01% |
| Vanguard Ftse All-world Ex Us Index Fund |
0.11%
2,620
|
$153,660,000 | 0.01% |
| Ishares U.s. Treasury Bond Etf |
31.45%
6,650
|
$151,421,000 | 0.01% |
| MercadoLibre Inc |
2.91%
100
|
$151,196,000 | 0.01% |
| Micron Technology Inc. |
2.99%
1,266
|
$149,295,000 | 0.01% |
| Public Service Enterprise Group Inc. |
0.63%
2,228
|
$148,796,000 | 0.01% |
| Blacksky Technology Inc |
No change
108,749
|
$147,899,000 | 0.01% |
| Vanguard Mun Bd Fds |
600.96%
2,916
|
$147,550,000 | 0.01% |
| TE Connectivity Ltd |
4.00%
1,014
|
$147,272,000 | 0.01% |
| HCA Healthcare Inc |
No change
440
|
$146,753,000 | 0.01% |
| Advance Auto Parts Inc |
No change
1,721
|
$146,440,000 | 0.01% |
| Ark Etf Tr |
30.23%
5,183
|
$251,771,000 | 0.01% |
| Ishares Gold Tr |
42.82%
3,316
|
$139,306,000 | 0.01% |
| IPG Photonics Corp |
No change
1,533
|
$139,028,000 | 0.01% |
| Consolidated Edison, Inc. |
18.82%
1,452
|
$131,846,000 | 0.01% |
| Spdr Barclays Capital Conv Securities Etf |
No change
1,800
|
$131,472,000 | 0.01% |
| Wheaton Precious Metals Corp |
No change
2,781
|
$131,069,000 | 0.01% |
| Grayscale Bitcoin Tr Btc |
Opened
2,066
|
$130,510,000 | 0.01% |
| Universal Display Corp. |
No change
770
|
$129,785,000 | 0.01% |
| First Long Is Corp |
4.14%
11,567
|
$128,279,000 | 0.01% |
| Centene Corp. |
No change
1,629
|
$127,844,000 | 0.01% |
| Archer Daniels Midland Co. |
No change
2,022
|
$127,018,000 | 0.01% |
| Vertex Pharmaceuticals, Inc. |
53.03%
303
|
$126,658,000 | 0.01% |
| Eastman Chem Co |
0.32%
1,260
|
$126,278,000 | 0.01% |
| Cognizant Technology Solutions Corp. |
48.00%
1,716
|
$125,766,000 | 0.01% |
| Heidrick & Struggles Intl In |
No change
3,730
|
$125,552,000 | 0.01% |
| Johnson Ctls Intl Plc |
2.44%
1,890
|
$123,456,000 | 0.01% |
| Ross Stores, Inc. |
No change
840
|
$123,279,000 | 0.01% |
| iShares S&P Small-Cap 600 Growth ETF |
19.98%
941
|
$123,019,000 | 0.01% |
| General Motors Company |
21.06%
2,703
|
$122,582,000 | 0.01% |
| Schwab Strategic Tr |
33.35%
9,138
|
$430,874,000 | 0.02% |
| Walgreens Boots Alliance Inc |
34.77%
5,628
|
$122,088,000 | 0.01% |
| Wp Carey Inc |
12.30%
2,140
|
$120,782,000 | 0.01% |
| Spdr Series Trust S&p Software Etf |
18.46%
773
|
$120,581,000 | 0.01% |
| Dexcom Inc |
No change
860
|
$119,282,000 | 0.01% |
| Exact Sciences Corp. |
25.47%
1,712
|
$118,231,000 | 0.01% |
| Carlyle Group Inc (The) |
5.50%
2,542
|
$117,638,000 | 0.01% |
| Xylem Inc |
No change
898
|
$116,059,000 | 0.01% |
| Ishares Tr |
Opened
4,287
|
$286,685,000 | 0.01% |
| Royal Gold, Inc. |
No change
937
|
$114,136,000 | 0.01% |
| Blackstone Secd Lending Fd |
No change
3,600
|
$112,140,000 | 0.01% |
| Ishares Tr Msci Eafe Growth Fd Etf |
115.56%
1,067
|
$110,744,000 | 0.01% |
| Telos Corp |
No change
26,454
|
$110,049,000 | 0.01% |
| Dell Technologies Inc |
0.52%
962
|
$109,774,000 | 0.01% |
| Vanguard Small Cap Growth Etf |
6.58%
421
|
$109,763,000 | 0.01% |
| Vanguard Mid-cap Value Etf |
85.90%
699
|
$109,036,000 | 0.00% |
| Autoliv Inc. |
No change
905
|
$108,989,000 | 0.00% |
| Weyerhaeuser Co. |
1.17%
3,014
|
$108,233,000 | 0.00% |
| Spdr Series Trust S&p Aerospace |
14.00%
768
|
$107,912,000 | 0.00% |
| Workday Inc |
76.82%
389
|
$106,100,000 | 0.00% |
| VanEck ETF Trust |
13.57%
1,959
|
$159,950,000 | 0.01% |
| Lam Research Corp. |
No change
108
|
$104,783,000 | 0.00% |
| Eagle Bancorp Inc Md |
No change
4,454
|
$104,625,000 | 0.00% |
| Jazz Pharmaceuticals plc |
Closed
850
|
$104,550,000 | |
| WEC Energy Group Inc |
58.55%
1,263
|
$103,719,000 | 0.00% |
| Atlassian Corporation |
33.08%
531
|
$103,604,000 | 0.00% |
| Agilent Technologies Inc. |
16.37%
711
|
$103,458,000 | 0.00% |
| Marsh & McLennan Cos., Inc. |
47.90%
494
|
$101,755,000 | 0.00% |
| CRISPR Therapeutics AG |
7.96%
1,492
|
$101,695,000 | 0.00% |
| Monday Com Ltd |
No change
450
|
$101,642,000 | 0.00% |
| Alerian Mlp Etf |
No change
2,140
|
$101,564,000 | 0.00% |
| Vanguard Bd Index Fds |
68.85%
1,762
|
$133,350,000 | 0.01% |
| Paccar Inc. |
No change
802
|
$99,361,000 | 0.00% |
| Pioneer Nat Res Co |
No change
377
|
$98,963,000 | 0.00% |
| Chubb Limited |
No change
379
|
$98,211,000 | 0.00% |
| Prudential Financial Inc. |
No change
816
|
$95,799,000 | 0.00% |
| FTI Consulting Inc. |
No change
450
|
$94,631,000 | 0.00% |
| The Allstate Corporation |
4.41%
544
|
$94,059,000 | 0.00% |
| Ferrari N.V. |
6.97%
215
|
$93,728,000 | 0.00% |
| Spdr S&p Kensho New Economies Composite Etf |
98.06%
1,941
|
$93,324,000 | 0.00% |
| Sociedad Quimica Y Minera De |
No change
1,893
|
$93,060,000 | 0.00% |
| Regeneron Pharmaceuticals, Inc. |
51.56%
97
|
$92,881,000 | 0.00% |
| Nuveen Quality Muncp Income |
No change
8,036
|
$92,091,000 | 0.00% |
| Alcoa Corp |
0.33%
2,690
|
$90,898,000 | 0.00% |
| Blackrock Invt Quality Mun T |
No change
7,300
|
$90,593,000 | 0.00% |
| Vanguard Financials Etf |
2.32%
884
|
$90,513,000 | 0.00% |
| Spdr Series Trust S&p Health Care Svcs |
No change
945
|
$89,614,000 | 0.00% |
| Lincoln Natl Corp Ind |
No change
2,794
|
$89,213,000 | 0.00% |
| Vanguard Mid-cap Growth Etf |
6.33%
370
|
$87,242,000 | 0.00% |
| Thor Industries, Inc. |
53.88%
743
|
$87,184,000 | 0.00% |
| Synopsys, Inc. |
3.45%
150
|
$85,726,000 | 0.00% |
| National Fuel Gas Co. |
7.48%
1,580
|
$84,878,000 | 0.00% |
| Dolby Laboratories Inc |
41.44%
1,009
|
$84,524,000 | 0.00% |
| GSK Plc |
No change
1,965
|
$84,240,000 | 0.00% |
| Twilio Inc |
12.46%
1,377
|
$84,205,000 | 0.00% |
| Ishares High Dividend Etf |
34.78%
750
|
$82,658,000 | 0.00% |
| Factset Research Systems Inc. |
32.35%
180
|
$81,792,000 | 0.00% |
| PPL Corp |
0.55%
2,923
|
$80,471,000 | 0.00% |
| UDR Inc |
No change
2,150
|
$80,432,000 | 0.00% |
| First Tr Exchange Traded Fd |
1.69%
4,683
|
$133,908,000 | 0.01% |
| Marvell Technology Inc |
2.20%
1,109
|
$78,607,000 | 0.00% |
| Hilton Worldwide Holdings Inc |
No change
368
|
$78,499,000 | 0.00% |
| Occidental Petroleum Corp. |
44.24%
1,203
|
$78,163,000 | 0.00% |
| Cintas Corporation |
No change
112
|
$76,949,000 | 0.00% |
| Republic Services, Inc. |
No change
396
|
$75,810,000 | 0.00% |
| Monster Beverage Corp. |
Opened
1,277
|
$75,701,000 | 0.00% |
| Iron Mtn Inc Del |
0.11%
924
|
$74,078,000 | 0.00% |
| PG&E Corp. |
No change
4,367
|
$73,191,000 | 0.00% |
| Alarm.com Holdings Inc |
No change
1,000
|
$72,470,000 | 0.00% |
| Axon Enterprise Inc |
No change
230
|
$71,963,000 | 0.00% |
| Esquire Finl Hldgs Inc |
No change
1,500
|
$71,205,000 | 0.00% |
| Mastec Inc. |
No change
750
|
$69,938,000 | 0.00% |
| Ares Capital Corp |
2.96%
3,340
|
$69,530,000 | 0.00% |
| Tanger Inc. |
7.84%
2,350
|
$69,396,000 | 0.00% |
| Harbor Commodity All Weather Strategy Etf |
No change
3,125
|
$69,203,000 | 0.00% |
| Eaton Vance Tax Mgd Global Div Equity Income |
No change
8,443
|
$68,895,000 | 0.00% |
| Moodys Corp |
No change
173
|
$68,175,000 | 0.00% |
| Alibaba Group Hldg Ltd |
16.58%
936
|
$67,730,000 | 0.00% |
| Paychex Inc. |
No change
551
|
$67,663,000 | 0.00% |
| Electronic Arts, Inc. |
No change
505
|
$67,008,000 | 0.00% |
| Okta Inc |
No change
627
|
$65,597,000 | 0.00% |
| Ford Motor Co. |
4.27%
4,912
|
$65,232,000 | 0.00% |
| Cardinal Health, Inc. |
10.77%
580
|
$64,902,000 | 0.00% |
| Vodafone Group plc |
38.83%
7,222
|
$64,276,000 | 0.00% |
| Timken Co. |
8.75%
730
|
$63,824,000 | 0.00% |
| Chemung Finl Corp |
No change
1,500
|
$63,720,000 | 0.00% |
| Exelon Corp. |
7.30%
1,676
|
$62,969,000 | 0.00% |
| Global X Fds |
5.28%
6,210
|
$205,961,000 | 0.01% |
| Pacer Fds Tr |
No change
1,810
|
$62,807,000 | 0.00% |
| Saul Ctrs Inc |
No change
1,609
|
$61,931,000 | 0.00% |
| Constellation Energy Corp |
15.12%
335
|
$61,926,000 | 0.00% |
| Spdr Bloomberg Barclays Emerging Mkt Bond Etf |
30.85%
2,990
|
$61,295,000 | 0.00% |
| United Airls Hldgs Inc |
No change
1,267
|
$60,664,000 | 0.00% |
| John Marshall Bancorp Inc |
No change
3,375
|
$60,480,000 | 0.00% |
| MetLife, Inc. |
5.69%
812
|
$60,163,000 | 0.00% |
| SoFi Technologies, Inc. |
12.49%
8,106
|
$59,174,000 | 0.00% |
| Avalonbay Cmntys Inc |
No change
317
|
$58,823,000 | 0.00% |
| Barrick Gold Corp. |
48.85%
3,498
|
$58,207,000 | 0.00% |
| Akamai Technologies Inc |
No change
534
|
$58,078,000 | 0.00% |
| Ameren Corp. |
No change
773
|
$57,173,000 | 0.00% |
| FVCBankcorp Inc |
No change
4,668
|
$56,857,000 | 0.00% |
| Expeditors Intl Wash Inc |
Opened
466
|
$56,652,000 | 0.00% |
| iShares Short Treasury Bond ETF |
No change
510
|
$56,375,000 | 0.00% |
| Blackrock Muniyield Fd Inc |
No change
5,000
|
$55,300,000 | 0.00% |
| Red Rock Resorts Inc |
No change
920
|
$55,034,000 | 0.00% |
| No transactions found in first 500 rows out of 1119 | |||
| Showing first 500 out of 1119 holdings | |||
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