Wiley Bros.-aintree Capital
Latest statistics and disclosures from &partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VV, AAPL, IJH, IJR, IVV, and represent 19.55% of &partners's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$25M), VV (+$23M), AAPL (+$16M), IJR (+$9.8M), NVDA (+$8.4M), BND (+$8.2M), MSFT (+$6.2M), VWO, VEU, SPY.
- Started 218 new stock positions in PGR, IR, CDE, SCHF, IYW, VGZ, CB, APTV, XMHQ, PCAR.
- Reduced shares in these 10 stocks: IWB (-$14M), SOXX, IWF, EPD, LLY, LRCX, IWD, QYLD, , VRP.
- Sold out of its positions in AMLP, ACLS, CCLP, CPIX, DVN, DFS, ETR, XYLD, IFF, IRM. SOXX, MBB, EFAV, KMB, LEA, LUMN, ORI, TRV, TPVG, VXUS, VST.
- &partners was a net buyer of stock by $298M.
- &partners has $726M in assets under management (AUM), dropping by 76.77%.
- Central Index Key (CIK): 0000107136
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Portfolio Holdings for &partners
&partners holds 491 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Large Cap Etf (VV) | 5.7 | $41M | +122% | 172k | 239.44 |
|
| Apple (AAPL) | 4.1 | $30M | +112% | 176k | 171.61 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.8 | $28M | +862% | 449k | 61.61 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.0 | $22M | +81% | 197k | 110.47 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.9 | $21M | -2% | 38k | 555.97 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 2.4 | $17M | +28% | 535k | 32.45 |
|
| Microsoft Corporation (MSFT) | 2.1 | $15M | +69% | 36k | 422.16 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 1.9 | $14M | +8% | 432k | 31.96 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.8 | $13M | +174% | 177k | 72.36 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $12M | +215% | 14k | 903.56 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 1.6 | $11M | -3% | 296k | 38.47 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.4 | $10M | +73% | 178k | 58.49 |
|
| Amazon (AMZN) | 1.4 | $10M | +45% | 57k | 180.04 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.4 | $9.8M | +92% | 236k | 41.55 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 1.0 | $7.6M | +15% | 245k | 31.04 |
|
| Ishares Tr Select Divid Etf (DVY) | 1.0 | $7.6M | +82% | 62k | 122.76 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 1.0 | $7.0M | +11% | 273k | 25.70 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.9 | $6.8M | +129% | 70k | 97.12 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $6.3M | +179% | 12k | 519.62 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $6.1M | +56% | 30k | 200.69 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $5.9M | +39% | 33k | 182.33 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.7 | $5.2M | +92% | 58k | 90.02 |
|
| Wal-Mart Stores (WMT) | 0.7 | $5.1M | +308% | 85k | 60.24 |
|
| Johnson & Johnson (JNJ) | 0.7 | $5.0M | +51% | 32k | 158.08 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $5.0M | +11% | 43k | 116.24 |
|
| Procter & Gamble Company (PG) | 0.7 | $4.9M | +49% | 30k | 162.52 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $4.7M | +41% | 30k | 154.36 |
|
| Coca-Cola Company (KO) | 0.6 | $4.6M | +20% | 75k | 61.18 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $4.5M | +49% | 11k | 420.52 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $4.4M | +163% | 21k | 205.72 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $4.3M | +271% | 56k | 77.26 |
|
| Visa Com Cl A (V) | 0.6 | $4.3M | +42% | 15k | 279.08 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $4.0M | +13% | 27k | 150.93 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $3.9M | +35% | 12k | 327.49 |
|
| United Rentals (URI) | 0.5 | $3.9M | +6% | 5.4k | 721.11 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $3.8M | +53% | 63k | 59.64 |
|
| Merck & Co (MRK) | 0.5 | $3.8M | +50% | 28k | 132.96 |
|
| Meta Platforms Cl A (META) | 0.5 | $3.6M | +7% | 7.5k | 487.22 |
|
| Chevron Corporation (CVX) | 0.5 | $3.6M | +66% | 23k | 157.74 |
|
| Hca Holdings (HCA) | 0.5 | $3.5M | +34% | 11k | 333.53 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.5 | $3.5M | +61% | 89k | 39.58 |
|
| Cisco Systems (CSCO) | 0.4 | $3.2M | +54% | 65k | 49.78 |
|
| Home Depot (HD) | 0.4 | $3.2M | +26% | 8.3k | 385.90 |
|
| International Business Machines (IBM) | 0.4 | $3.2M | +16% | 17k | 190.96 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $3.2M | +2% | 24k | 131.37 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $3.2M | -82% | 11k | 287.26 |
|
| Fidelity Covington Trust Blue Chip Value (FBCV) | 0.4 | $3.1M | 98k | 31.21 |
|
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.4 | $3.0M | NEW | 36k | 85.65 |
|
| McDonald's Corporation (MCD) | 0.4 | $3.0M | +175% | 11k | 282.92 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $2.9M | +14% | 12k | 243.39 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $2.8M | +224% | 3.8k | 735.29 |
|
| American Express Company (AXP) | 0.4 | $2.8M | +12% | 12k | 227.69 |
|
| Abbvie (ABBV) | 0.4 | $2.7M | +79% | 15k | 182.10 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.4 | $2.6M | NEW | 46k | 57.15 |
|
| Abbott Laboratories (ABT) | 0.4 | $2.6M | +62% | 23k | 114.10 |
|
| Amgen (AMGN) | 0.4 | $2.6M | NEW | 9.1k | 285.58 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.4 | $2.6M | +54% | 57k | 45.26 |
|
| Illinois Tool Works (ITW) | 0.3 | $2.5M | +67% | 9.3k | 269.45 |
|
| Rithm Capital Corp Com New (RITM) | 0.3 | $2.4M | -9% | 218k | 11.16 |
|
| First Horizon National Corporation (FHN) | 0.3 | $2.4M | 153k | 15.40 |
|
|
| UnitedHealth (UNH) | 0.3 | $2.4M | +20% | 4.8k | 490.94 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.3 | $2.3M | NEW | 55k | 42.13 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.3 | $2.3M | NEW | 66k | 34.28 |
|
| BlackRock (BLK) | 0.3 | $2.2M | +55% | 2.6k | 839.71 |
|
| Pepsi (PEP) | 0.3 | $2.2M | +223% | 12k | 175.91 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $2.2M | NEW | 19k | 115.30 |
|
| Caterpillar (CAT) | 0.3 | $2.1M | +43% | 5.8k | 366.42 |
|
| Pfizer (PFE) | 0.3 | $2.1M | +41% | 77k | 27.75 |
|
| Walt Disney Company (DIS) | 0.3 | $2.1M | +18% | 17k | 122.36 |
|
| Union Pacific Corporation (UNP) | 0.3 | $2.1M | +137% | 8.5k | 246.75 |
|
| Lowe's Companies (LOW) | 0.3 | $2.1M | +53% | 8.1k | 254.63 |
|
| Broadcom (AVGO) | 0.3 | $2.0M | +91% | 1.5k | 1335.09 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.3 | $2.0M | NEW | 36k | 56.17 |
|
| Oracle Corporation (ORCL) | 0.3 | $1.9M | +23% | 15k | 125.61 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.9M | +18% | 39k | 48.33 |
|
| Nextera Energy (NEE) | 0.3 | $1.9M | +85% | 30k | 63.86 |
|
| Intel Corporation (INTC) | 0.3 | $1.9M | +4% | 43k | 44.17 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.9M | -52% | 2.4k | 782.57 |
|
| Deere & Company (DE) | 0.3 | $1.8M | +29% | 4.5k | 410.77 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $1.8M | NEW | 11k | 164.35 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.3 | $1.8M | +10% | 17k | 110.21 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $1.8M | +76% | 23k | 78.29 |
|
| Verizon Communications (VZ) | 0.2 | $1.8M | +106% | 43k | 42.26 |
|
| Stryker Corporation (SYK) | 0.2 | $1.8M | +72% | 5.0k | 357.85 |
|
| Paychex (PAYX) | 0.2 | $1.7M | +78% | 14k | 123.46 |
|
| Applied Materials (AMAT) | 0.2 | $1.7M | +203% | 8.2k | 208.02 |
|
| Emerson Electric (EMR) | 0.2 | $1.7M | +47% | 15k | 113.42 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $1.7M | +105% | 39k | 43.68 |
|
| Ready Cap Corp Com reit (RC) | 0.2 | $1.7M | +32% | 185k | 9.13 |
|
| AFLAC Incorporated (AFL) | 0.2 | $1.7M | +120% | 19k | 86.56 |
|
| At&t (T) | 0.2 | $1.7M | +14% | 94k | 17.60 |
|
| Performance Food (PFGC) | 0.2 | $1.7M | +3% | 22k | 74.64 |
|
| Nexstar Media Group Common Stock (NXST) | 0.2 | $1.6M | +3% | 9.4k | 172.29 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $1.6M | 18k | 90.05 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.6M | +27% | 3.6k | 449.84 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $1.6M | NEW | 12k | 131.24 |
|
| Automatic Data Processing (ADP) | 0.2 | $1.6M | +130% | 6.2k | 252.04 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $1.5M | NEW | 18k | 81.78 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.5M | +72% | 9.7k | 152.26 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $1.5M | +91% | 30k | 49.34 |
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $1.5M | +76% | 21k | 70.00 |
|
| General Dynamics Corporation (GD) | 0.2 | $1.4M | +294% | 5.0k | 284.88 |
|
| Intuit (INTU) | 0.2 | $1.4M | +26% | 2.2k | 650.10 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.4M | +107% | 17k | 84.44 |
|
| Bank of America Corporation (BAC) | 0.2 | $1.4M | +168% | 36k | 37.92 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.4M | +30% | 2.9k | 465.37 |
|
| Advanced Micro Devices (AMD) | 0.2 | $1.4M | NEW | 7.5k | 181.34 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $1.3M | +87% | 14k | 96.71 |
|
| Oxford Lane Cap Corp (OXLC) | 0.2 | $1.3M | +3% | 263k | 5.08 |
|
| ConocoPhillips (COP) | 0.2 | $1.3M | +152% | 10k | 128.39 |
|
| salesforce (CRM) | 0.2 | $1.3M | +229% | 4.3k | 301.18 |
|
| Equitable Holdings (EQH) | 0.2 | $1.3M | 34k | 38.01 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $1.3M | NEW | 7.1k | 182.69 |
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.2 | $1.3M | -34% | 55k | 23.34 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $1.3M | +138% | 20k | 65.87 |
|
| Starbucks Corporation (SBUX) | 0.2 | $1.3M | +31% | 14k | 91.39 |
|
| Chubb (CB) | 0.2 | $1.3M | NEW | 4.8k | 261.70 |
|
| Micron Technology (MU) | 0.2 | $1.3M | +38% | 11k | 117.89 |
|
| Southern Company (SO) | 0.2 | $1.2M | +77% | 17k | 71.74 |
|
| Tesla Motors (TSLA) | 0.2 | $1.2M | +5% | 7.0k | 175.79 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $1.2M | +249% | 2.7k | 454.89 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.2M | +47% | 15k | 79.86 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.2M | +328% | 3.5k | 355.25 |
|
| Constellium Se Cl A Shs (CSTM) | 0.2 | $1.2M | 55k | 22.11 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $1.2M | +6% | 13k | 94.57 |
|
| Paypal Holdings (PYPL) | 0.2 | $1.2M | +21% | 18k | 66.99 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $1.2M | 42k | 28.80 |
|
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $1.2M | NEW | 17k | 72.33 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.2M | NEW | 8.2k | 147.73 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.2 | $1.2M | NEW | 30k | 39.81 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.2M | NEW | 6.9k | 169.36 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $1.2M | NEW | 8.7k | 135.06 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.2M | NEW | 1.2k | 970.47 |
|
| General Mills (GIS) | 0.2 | $1.2M | +97% | 17k | 69.97 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $1.2M | +193% | 5.7k | 201.50 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $1.1M | +32% | 19k | 61.59 |
|
| Wisdomtree Tr Futre Strat Fd (WTMF) | 0.2 | $1.1M | NEW | 30k | 37.50 |
|
| Targa Res Corp (TRGP) | 0.2 | $1.1M | 10k | 111.99 |
|
|
| Truist Financial Corp equities (TFC) | 0.2 | $1.1M | +8% | 29k | 38.98 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.2 | $1.1M | +54% | 12k | 93.33 |
|
| Analog Devices (ADI) | 0.2 | $1.1M | NEW | 5.5k | 200.77 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.1M | +31% | 4.9k | 222.18 |
|
| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.2 | $1.1M | NEW | 21k | 51.11 |
|
| TETRA Technologies (TTI) | 0.2 | $1.1M | 247k | 4.43 |
|
|
| Proshares Tr S&p Tech Dividen (TDV) | 0.1 | $1.1M | NEW | 15k | 71.99 |
|
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.1 | $1.1M | NEW | 45k | 23.89 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $1.1M | +82% | 11k | 97.21 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.1M | +175% | 8.3k | 127.59 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $1.0M | -8% | 20k | 51.10 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.0M | +124% | 4.9k | 209.26 |
|
| Linde SHS (LIN) | 0.1 | $1.0M | +202% | 2.2k | 464.32 |
|
| Ameriprise Financial (AMP) | 0.1 | $998k | +12% | 2.3k | 438.44 |
|
| Glacier Ban (GBCI) | 0.1 | $991k | NEW | 25k | 40.28 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $989k | NEW | 8.5k | 115.81 |
|
| PNC Financial Services (PNC) | 0.1 | $976k | +202% | 6.0k | 163.66 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $975k | +305% | 1.9k | 504.60 |
|
| United Parcel Service CL B (UPS) | 0.1 | $972k | +103% | 6.5k | 148.63 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $956k | +2% | 16k | 58.59 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $955k | +76% | 18k | 54.23 |
|
| Medtronic SHS (MDT) | 0.1 | $951k | +233% | 11k | 87.67 |
|
| Pacer Fds Tr Trendpilot 100 (PTNQ) | 0.1 | $949k | NEW | 14k | 68.68 |
|
| Pinnacle Financial Partners (PNFP) | 0.1 | $930k | +18% | 11k | 85.88 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $930k | -51% | 5.2k | 179.11 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $920k | NEW | 6.6k | 138.51 |
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.1 | $909k | NEW | 36k | 25.05 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.1 | $881k | 28k | 31.79 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $877k | NEW | 3.1k | 284.13 |
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.1 | $877k | NEW | 37k | 23.72 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $876k | +12% | 6.4k | 137.23 |
|
| Qualcomm (QCOM) | 0.1 | $868k | +15% | 5.1k | 169.30 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $866k | NEW | 11k | 78.23 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $862k | +189% | 8.0k | 107.60 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $862k | +10% | 14k | 59.96 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $862k | +52% | 11k | 80.63 |
|
| Ssga Active Etf Tr Mult Ass Rlrtn (RLY) | 0.1 | $849k | NEW | 30k | 27.95 |
|
| Honeywell International (HON) | 0.1 | $842k | +151% | 4.1k | 205.27 |
|
| Netflix (NFLX) | 0.1 | $838k | +158% | 1.4k | 607.33 |
|
| Prudential Financial (PRU) | 0.1 | $829k | NEW | 7.2k | 114.77 |
|
| Alps Etf Tr Intl Sec Dv Dog (IDOG) | 0.1 | $826k | NEW | 28k | 29.72 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $825k | +221% | 11k | 75.12 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $820k | NEW | 8.1k | 101.57 |
|
| Sunrun (RUN) | 0.1 | $820k | 62k | 13.18 |
|
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $819k | -32% | 48k | 17.03 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $816k | +42% | 8.6k | 94.41 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $810k | +200% | 3.3k | 247.39 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $808k | NEW | 14k | 57.96 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $801k | +95% | 3.1k | 259.91 |
|
| Wells Fargo & Company (WFC) | 0.1 | $800k | +97% | 14k | 56.83 |
|
| Granite Pt Mtg Tr Com Stk (GPMT) | 0.1 | $798k | 167k | 4.77 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $797k | +144% | 18k | 45.59 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $783k | NEW | 6.1k | 128.40 |
|
| Phillips 66 (PSX) | 0.1 | $775k | -26% | 4.7k | 163.35 |
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.1 | $774k | NEW | 31k | 25.35 |
|
| Cracker Barrel Old Country Store (CBRL) | 0.1 | $770k | 11k | 72.73 |
|
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.1 | $768k | NEW | 16k | 48.99 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $765k | 19k | 41.08 |
|
|
| 3M Company (MMM) | 0.1 | $764k | +9% | 7.2k | 106.08 |
|
| FedEx Corporation (FDX) | 0.1 | $764k | +131% | 2.6k | 289.74 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $747k | +55% | 12k | 63.74 |
|
| Fastenal Company (FAST) | 0.1 | $745k | 9.7k | 77.14 |
|
|
| Shell Spon Ads (SHEL) | 0.1 | $740k | +60% | 11k | 67.04 |
|
| Eaton Corp SHS (ETN) | 0.1 | $738k | +108% | 2.4k | 312.68 |
|
| Block Cl A (SQ) | 0.1 | $731k | +8% | 8.6k | 84.58 |
|
| Nike CL B (NKE) | 0.1 | $712k | NEW | 7.4k | 95.56 |
|
| Becton, Dickinson and (BDX) | 0.1 | $711k | NEW | 2.9k | 249.36 |
|
| American Tower Reit (AMT) | 0.1 | $711k | NEW | 3.6k | 199.70 |
|
| Target Corporation (TGT) | 0.1 | $710k | NEW | 4.0k | 179.46 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $709k | NEW | 7.7k | 91.80 |
|
| Aptiv SHS (APTV) | 0.1 | $707k | NEW | 8.9k | 79.65 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $706k | -17% | 1.2k | 581.26 |
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.1 | $704k | NEW | 13k | 52.55 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $700k | NEW | 6.5k | 108.50 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $699k | +96% | 3.6k | 191.90 |
|
| TJX Companies (TJX) | 0.1 | $696k | NEW | 6.8k | 102.70 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $696k | NEW | 12k | 60.42 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $695k | NEW | 16k | 43.60 |
|
| Lam Research Corporation (LRCX) | 0.1 | $682k | -61% | 702.00 | 971.57 |
|
| Boeing Company (BA) | 0.1 | $682k | +110% | 3.6k | 189.93 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $680k | NEW | 6.1k | 110.54 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $678k | NEW | 16k | 42.23 |
|
| Brightspire Capital Com Cl A (BRSP) | 0.1 | $678k | -7% | 98k | 6.89 |
|
| Atmos Energy Corporation (ATO) | 0.1 | $663k | +16% | 5.6k | 118.87 |
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.1 | $648k | NEW | 6.0k | 108.23 |
|
| Cintas Corporation (CTAS) | 0.1 | $629k | NEW | 916.00 | 687.04 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $625k | NEW | 4.0k | 155.93 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $623k | NEW | 6.3k | 99.43 |
|
| Servicenow (NOW) | 0.1 | $622k | NEW | 816.00 | 762.40 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.1 | $621k | NEW | 26k | 23.81 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $617k | NEW | 13k | 46.21 |
|
| Anthem (ELV) | 0.1 | $617k | +125% | 1.2k | 518.63 |
|
| Caci Intl Cl A (CACI) | 0.1 | $612k | 1.6k | 378.83 |
|
|
| Dupont De Nemours (DD) | 0.1 | $608k | +46% | 7.9k | 76.67 |
|
| Wynn Resorts (WYNN) | 0.1 | $603k | 5.9k | 102.23 |
|
|
| Enbridge (ENB) | 0.1 | $600k | NEW | 17k | 35.32 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.1 | $599k | NEW | 5.4k | 110.05 |
|
| Endeavor Group Hldgs Cl A Com (EDR) | 0.1 | $594k | NEW | 870.00 | 682.88 |
|
| Intercontinental Exchange (ICE) | 0.1 | $589k | NEW | 4.3k | 137.43 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $588k | +118% | 1.8k | 320.59 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $584k | +64% | 6.0k | 97.53 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.1 | $582k | NEW | 7.0k | 83.08 |
|
| AmerisourceBergen (COR) | 0.1 | $579k | NEW | 2.4k | 242.99 |
|
| Arista Networks (ANET) | 0.1 | $579k | +75% | 2.0k | 289.98 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $577k | +68% | 2.4k | 243.45 |
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.1 | $570k | NEW | 3.9k | 147.73 |
|
| Empire Pete Corp (EP) | 0.1 | $567k | 111k | 5.11 |
|
|
| PPG Industries (PPG) | 0.1 | $563k | NEW | 3.8k | 146.32 |
|
| EOG Resources (EOG) | 0.1 | $561k | +32% | 4.3k | 129.97 |
|
| Air Products & Chemicals (APD) | 0.1 | $558k | NEW | 2.3k | 244.25 |
|
| Altria (MO) | 0.1 | $556k | NEW | 13k | 43.62 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $552k | 992.00 | 556.40 |
|
|
| CSX Corporation (CSX) | 0.1 | $549k | +56% | 15k | 37.07 |
|
| Ishares Msci Mexico Etf (EWW) | 0.1 | $537k | NEW | 7.7k | 69.31 |
|
| Halliburton Company (HAL) | 0.1 | $531k | NEW | 14k | 39.42 |
|
| General Electric Com New (GE) | 0.1 | $529k | NEW | 3.0k | 175.55 |
|
| Crown Castle Intl (CCI) | 0.1 | $527k | +73% | 5.0k | 105.83 |
|
| T. Rowe Price (TROW) | 0.1 | $522k | +25% | 4.3k | 121.93 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $520k | 5.4k | 95.60 |
|
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $520k | 5.5k | 94.89 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $519k | NEW | 4.4k | 117.21 |
|
| Oneok (OKE) | 0.1 | $518k | NEW | 6.5k | 80.18 |
|
| Wisdomtree Tr Us Smallcap Fund (EES) | 0.1 | $516k | +22% | 10k | 50.12 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $516k | +107% | 10k | 50.60 |
|
| Philip Morris International (PM) | 0.1 | $515k | +86% | 5.8k | 88.98 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $513k | -14% | 6.1k | 83.58 |
|
| Cambria Etf Tr Tail Risk (TAIL) | 0.1 | $510k | NEW | 42k | 12.12 |
|
| Omni (OMC) | 0.1 | $507k | NEW | 5.2k | 96.76 |
|
| Kla Corp Com New (KLAC) | 0.1 | $506k | +71% | 724.00 | 698.58 |
|
| O'reilly Automotive (ORLY) | 0.1 | $506k | NEW | 448.00 | 1128.88 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $500k | NEW | 6.1k | 82.65 |
|
| National Westn Life Group In Cl A (NWLI) | 0.1 | $492k | 1.0k | 491.96 |
|
|
| Xylem (XYL) | 0.1 | $491k | NEW | 3.8k | 129.24 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $491k | NEW | 5.3k | 92.73 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $489k | NEW | 7.9k | 61.53 |
|
| Monster Beverage Corp (MNST) | 0.1 | $481k | +4% | 8.1k | 59.28 |
|
| Smucker J M Com New (SJM) | 0.1 | $478k | +13% | 3.8k | 125.88 |
|
| Sanofi Sponsored Adr (SNY) | 0.1 | $474k | NEW | 9.8k | 48.60 |
|
| W.W. Grainger (GWW) | 0.1 | $471k | NEW | 460.00 | 1023.95 |
|
| Citigroup Com New (C) | 0.1 | $470k | NEW | 7.4k | 63.24 |
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $470k | NEW | 6.6k | 70.68 |
|
| Walgreen Boots Alliance (WBA) | 0.1 | $467k | +14% | 22k | 21.69 |
|
| Tractor Supply Company (TSCO) | 0.1 | $463k | NEW | 1.8k | 261.72 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $461k | NEW | 5.1k | 90.44 |
|
| Constellation Energy (CEG) | 0.1 | $459k | NEW | 2.4k | 191.60 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.1 | $456k | NEW | 9.0k | 50.86 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $450k | NEW | 3.6k | 125.34 |
|
| Digitalbridge Group Cl A New (DBRG) | 0.1 | $447k | 23k | 19.27 |
|
|
| Ford Motor Company (F) | 0.1 | $446k | +138% | 34k | 13.28 |
|
| Norfolk Southern (NSC) | 0.1 | $445k | NEW | 1.7k | 254.87 |
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 0.1 | $443k | NEW | 16k | 28.44 |
|
| Waste Management (WM) | 0.1 | $442k | NEW | 2.1k | 213.12 |
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.1 | $441k | NEW | 54k | 8.16 |
|
| Marvell Technology (MRVL) | 0.1 | $439k | NEW | 6.2k | 70.88 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $438k | -60% | 7.6k | 57.86 |
|
| Synopsys (SNPS) | 0.1 | $437k | NEW | 764.00 | 571.50 |
|
| Blackrock 2037 Municipal Tar (BMN) | 0.1 | $436k | 18k | 24.11 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $434k | +62% | 7.0k | 62.06 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $433k | +15% | 2.1k | 208.28 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $430k | NEW | 5.4k | 79.76 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $428k | NEW | 3.6k | 119.51 |
|
| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $426k | NEW | 7.4k | 57.23 |
|
| Broadridge Financial Solutions (BR) | 0.1 | $425k | NEW | 2.0k | 207.97 |
|
| Public Service Enterprise (PEG) | 0.1 | $425k | NEW | 6.4k | 66.78 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $422k | NEW | 4.1k | 103.80 |
|
| Paccar (PCAR) | 0.1 | $422k | NEW | 3.4k | 123.89 |
|
| Nucor Corporation (NUE) | 0.1 | $419k | +48% | 2.1k | 197.91 |
|
| Progressive Corporation (PGR) | 0.1 | $412k | NEW | 2.0k | 206.82 |
|
| Wisdomtree Tr Intl Equity Fd (DWM) | 0.1 | $407k | 7.4k | 54.80 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $407k | NEW | 845.00 | 481.48 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $407k | +43% | 3.5k | 116.85 |
|
| Garmin SHS (GRMN) | 0.1 | $403k | NEW | 2.7k | 150.54 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $401k | -88% | 1.2k | 337.18 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $400k | NEW | 2.1k | 195.03 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $399k | NEW | 8.3k | 48.25 |
|
| Zoetis Cl A (ZTS) | 0.1 | $399k | NEW | 2.3k | 172.43 |
|
| Great Ajax Corp reit (AJX) | 0.1 | $398k | 105k | 3.80 |
|
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $395k | NEW | 16k | 25.22 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $393k | +63% | 7.2k | 54.40 |
|
| UGI Corporation (UGI) | 0.1 | $390k | NEW | 16k | 24.54 |
|
| Darling International (DAR) | 0.1 | $390k | -8% | 9.2k | 42.46 |
|
| New Jersey Resources Corporation (NJR) | 0.1 | $390k | NEW | 9.1k | 42.91 |
|
| MGM Resorts International. (MGM) | 0.1 | $389k | +69% | 8.2k | 47.21 |
|
| Goldman Sachs (GS) | 0.1 | $384k | +32% | 919.00 | 417.78 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $384k | NEW | 3.8k | 102.28 |
|
| Dell Technologies CL C (DELL) | 0.1 | $383k | NEW | 3.4k | 114.11 |
|
| BP Sponsored Adr (BP) | 0.1 | $382k | +62% | 10k | 37.68 |
|
| CMS Energy Corporation (CMS) | 0.1 | $380k | +16% | 6.3k | 60.34 |
|
| Lamb Weston Hldgs (LW) | 0.1 | $373k | NEW | 3.4k | 109.02 |
|
| Brighthouse Finl (BHF) | 0.1 | $370k | 8.1k | 45.52 |
|
|
| Nextera Energy Partners Com Unit Part In (NEP) | 0.1 | $368k | +393% | 12k | 30.08 |
|
| International Game Technolog Shs Usd (IGT) | 0.1 | $365k | 16k | 22.59 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $363k | NEW | 5.2k | 70.20 |
|
| Unilever Spon Adr New (UL) | 0.0 | $362k | NEW | 7.1k | 50.88 |
|
| Fidelity Covington Trust Fidelity Fund Lr (FFLG) | 0.0 | $359k | -7% | 16k | 21.86 |
|
| Regions Financial Corporation (RF) | 0.0 | $355k | -6% | 18k | 19.95 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $348k | 1.2k | 286.61 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $347k | NEW | 6.7k | 51.60 |
|
| Equifax (EFX) | 0.0 | $347k | +17% | 1.3k | 267.52 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $344k | NEW | 5.0k | 68.49 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $339k | NEW | 1.8k | 186.84 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $339k | NEW | 5.0k | 67.86 |
|
| Eos Energy Enterprises Com Cl A (EOSE) | 0.0 | $333k | 323k | 1.03 |
|
|
| Cigna Corp (CI) | 0.0 | $328k | NEW | 904.00 | 363.25 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $326k | NEW | 3.6k | 89.68 |
|
| Idt Corp Cl B New (IDT) | 0.0 | $324k | -36% | 8.6k | 37.81 |
|
| Murphy Usa (MUSA) | 0.0 | $324k | NEW | 756.00 | 428.66 |
|
| Barings Bdc (BBDC) | 0.0 | $323k | 35k | 9.30 |
|
|
| Xcel Energy (XEL) | 0.0 | $323k | NEW | 6.0k | 53.75 |
|
| Ubs Group SHS (UBS) | 0.0 | $322k | +10% | 11k | 30.72 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $321k | NEW | 924.00 | 347.35 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $321k | NEW | 20k | 15.93 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $320k | NEW | 17k | 19.21 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $318k | 5.6k | 56.39 |
|
|
| Shake Shack Cl A (SHAK) | 0.0 | $312k | 3.0k | 104.03 |
|
|
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $312k | NEW | 6.5k | 48.30 |
|
| Prologis (PLD) | 0.0 | $312k | NEW | 2.4k | 130.22 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $311k | NEW | 1.5k | 205.98 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $311k | NEW | 13k | 24.81 |
|
| Gilead Sciences (GILD) | 0.0 | $309k | NEW | 4.2k | 73.25 |
|
| Fidelity National Information Services (FIS) | 0.0 | $308k | +16% | 4.1k | 74.18 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $307k | NEW | 2.4k | 129.50 |
|
| Kinder Morgan (KMI) | 0.0 | $305k | NEW | 17k | 18.34 |
|
| Global X Fds Cloud Computng (CLOU) | 0.0 | $302k | 14k | 21.75 |
|
|
| L3harris Technologies (LHX) | 0.0 | $299k | NEW | 1.4k | 218.38 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $299k | NEW | 7.8k | 38.57 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $299k | NEW | 6.8k | 43.92 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $299k | +27% | 3.4k | 88.25 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $297k | NEW | 1.3k | 235.85 |
|
| Trane Technologies SHS (TT) | 0.0 | $297k | +6% | 989.00 | 300.20 |
|
| Metropcs Communications (TMUS) | 0.0 | $296k | NEW | 1.8k | 163.22 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $296k | NEW | 3.5k | 85.05 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $293k | NEW | 733.00 | 399.09 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $291k | NEW | 4.5k | 64.82 |
|
| Booking Holdings (BKNG) | 0.0 | $290k | NEW | 80.00 | 3627.97 |
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $287k | 22k | 12.93 |
|
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $287k | 6.0k | 47.44 |
|
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $286k | NEW | 2.6k | 108.33 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $286k | 2.2k | 132.98 |
|
|
| Manulife Finl Corp (MFC) | 0.0 | $285k | +20% | 11k | 24.99 |
|
| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.0 | $285k | NEW | 2.7k | 105.66 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $284k | +49% | 3.9k | 73.29 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $282k | NEW | 6.3k | 44.70 |
|
| Abrdn Healthcare Opportuniti SHS (THQ) | 0.0 | $281k | -7% | 14k | 20.10 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $281k | NEW | 3.9k | 72.33 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $279k | NEW | 3.4k | 81.69 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $279k | +33% | 3.2k | 86.47 |
|
| Corteva (CTVA) | 0.0 | $279k | +4% | 4.8k | 57.67 |
|
| Darden Restaurants (DRI) | 0.0 | $278k | NEW | 1.7k | 167.15 |
|
| First Tr Exchange-traded Dorsey Wright (IFV) | 0.0 | $278k | NEW | 14k | 20.00 |
|
| Southwest Airlines (LUV) | 0.0 | $274k | NEW | 9.4k | 29.07 |
|
| Ingersoll Rand (IR) | 0.0 | $273k | NEW | 2.9k | 94.95 |
|
| Kkr & Co (KKR) | 0.0 | $272k | NEW | 2.7k | 100.58 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $269k | NEW | 4.7k | 57.47 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.0 | $267k | NEW | 5.4k | 49.70 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $267k | NEW | 2.9k | 91.24 |
|
| Virtus Allianzgi Artificial (AIO) | 0.0 | $267k | 13k | 20.07 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $265k | NEW | 4.8k | 54.81 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $262k | 1.7k | 155.84 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $261k | NEW | 8.1k | 32.23 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $260k | NEW | 2.6k | 101.41 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $259k | NEW | 1.7k | 148.74 |
|
| Cummins (CMI) | 0.0 | $258k | NEW | 877.00 | 294.65 |
|
| Dow (DOW) | 0.0 | $258k | -17% | 4.5k | 57.93 |
|
| Rivernorth Managed Dur Mun I (RMMZ) | 0.0 | $257k | -13% | 16k | 16.13 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $256k | NEW | 3.3k | 77.31 |
|
| Green Brick Partners (GRBK) | 0.0 | $256k | 4.2k | 60.23 |
|
|
| V.F. Corporation (VFC) | 0.0 | $255k | NEW | 17k | 15.34 |
|
| Archrock (AROC) | 0.0 | $254k | +3% | 13k | 19.67 |
|
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.0 | $253k | NEW | 11k | 22.37 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $252k | NEW | 2.4k | 103.80 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $250k | NEW | 2.7k | 93.44 |
|
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.0 | $249k | NEW | 1.4k | 179.49 |
|
| Snap-on Incorporated (SNA) | 0.0 | $249k | NEW | 820.00 | 303.02 |
|
| Realty Income (O) | 0.0 | $248k | NEW | 4.6k | 54.10 |
|
| Voya Financial (VOYA) | 0.0 | $247k | 3.3k | 73.92 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $246k | NEW | 5.9k | 42.12 |
|
| First Tr Exchange Traded Tech Alphadex (FXL) | 0.0 | $244k | NEW | 1.8k | 134.82 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $242k | NEW | 6.0k | 40.27 |
|
| Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.0 | $241k | 2.4k | 101.78 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $239k | NEW | 2.3k | 103.05 |
|
| General Motors Company (GM) | 0.0 | $238k | NEW | 5.3k | 45.35 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $236k | NEW | 1.3k | 187.30 |
|
| Ametek (AME) | 0.0 | $234k | NEW | 1.3k | 182.90 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $234k | 27k | 8.73 |
|
|
| Borr Drilling SHS (BORR) | 0.0 | $233k | 39k | 6.05 |
|
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $231k | -80% | 13k | 17.91 |
|
| Uber Technologies (UBER) | 0.0 | $230k | NEW | 3.0k | 76.99 |
|
| Rivernorth Flexibl Mun Incm (RFM) | 0.0 | $229k | -15% | 14k | 16.26 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.0 | $228k | NEW | 2.3k | 100.89 |
|
| Ecolab (ECL) | 0.0 | $228k | NEW | 987.00 | 230.90 |
|
| Enterprise Products Partners (EPD) | 0.0 | $226k | -91% | 7.7k | 29.18 |
|
| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.0 | $225k | NEW | 2.1k | 109.59 |
|
| CarMax (KMX) | 0.0 | $225k | NEW | 2.5k | 88.73 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $224k | NEW | 891.00 | 251.68 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $223k | NEW | 2.0k | 114.14 |
|
| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.0 | $223k | NEW | 8.2k | 27.01 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $222k | NEW | 3.5k | 63.74 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $221k | NEW | 6.0k | 36.59 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $220k | NEW | 4.7k | 47.02 |
|
| Global Med Reit Com New (GMRE) | 0.0 | $219k | -19% | 25k | 8.75 |
|
| Ag Mtg Invt Tr Com New (MITT) | 0.0 | $219k | 36k | 6.12 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $217k | NEW | 454.00 | 478.89 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $214k | NEW | 3.0k | 72.56 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $214k | NEW | 6.6k | 32.23 |
|
| MetLife (MET) | 0.0 | $214k | -10% | 2.9k | 74.11 |
|
| Fiserv (FI) | 0.0 | $209k | -49% | 1.3k | 159.82 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $208k | NEW | 1.4k | 154.17 |
|
| Capital One Financial (COF) | 0.0 | $208k | NEW | 1.4k | 148.84 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $207k | -51% | 9.1k | 22.75 |
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $207k | 11k | 18.45 |
|
|
| Ferguson SHS (FERG) | 0.0 | $203k | NEW | 928.00 | 218.43 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $203k | NEW | 1.6k | 130.73 |
|
| Waste Connections (WCN) | 0.0 | $202k | NEW | 1.2k | 172.01 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $201k | NEW | 20k | 10.23 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $201k | NEW | 1.8k | 109.20 |
|
| Jpmorgan Chase & Co Alerian Ml Etn (AMJ) | 0.0 | $201k | NEW | 7.0k | 28.49 |
|
| Nuveen Variable Rate Pref Incm Cf (NPFD) | 0.0 | $199k | -21% | 11k | 17.91 |
|
| Thornburg Income Builder (TBLD) | 0.0 | $199k | 12k | 16.17 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $193k | NEW | 11k | 17.47 |
|
| Rivernorth Managed (RMM) | 0.0 | $188k | 13k | 14.97 |
|
|
| Blackrock Multi-sector Incom other (BIT) | 0.0 | $185k | 12k | 15.88 |
|
|
| Barrick Gold Corp (GOLD) | 0.0 | $175k | -5% | 11k | 16.64 |
|
| Pioneer Mun High Income Oppo Common Stock (MIO) | 0.0 | $170k | 15k | 11.31 |
|
|
| Eagle Pt Cr (ECC) | 0.0 | $170k | 17k | 10.11 |
|
|
| Pimco Access Income Fund Shs Benfin Int (PAXS) | 0.0 | $160k | -22% | 10k | 15.73 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $159k | NEW | 10k | 15.73 |
|
| Nuveen Core Plus Impact Fund Com Ben Int (NPCT) | 0.0 | $156k | 15k | 10.35 |
|
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $154k | NEW | 11k | 13.89 |
|
| Ofs Capital (OFS) | 0.0 | $150k | 15k | 9.93 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $146k | NEW | 11k | 13.95 |
|
| Acres Commercial Realty Corp Com New (ACR) | 0.0 | $144k | -13% | 10k | 14.06 |
|
| Rivernorth Flexible Municipal Incm Fd II (RFMZ) | 0.0 | $142k | 10k | 14.03 |
|
|
| Pimco Municipal Income Fund II (PML) | 0.0 | $132k | 16k | 8.50 |
|
|
| Nuveen Municipal Income Fund (NMI) | 0.0 | $127k | 14k | 9.45 |
|
|
| Nuveen Muni Value Fund (NUV) | 0.0 | $114k | 13k | 8.71 |
|
|
| Haleon Spon Ads (HLN) | 0.0 | $113k | NEW | 13k | 9.05 |
|
| Nuveen (NMCO) | 0.0 | $112k | 11k | 10.57 |
|
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $108k | NEW | 12k | 8.90 |
|
| Tpg Re Finance Trust Inc reit (TRTX) | 0.0 | $80k | 10k | 7.72 |
|
|
| Natwest Group Spons Adr (NWG) | 0.0 | $77k | NEW | 11k | 6.80 |
|
| Southwestern Energy Company (SWN) | 0.0 | $76k | NEW | 10k | 7.58 |
|
| Banco Santander Adr (SAN) | 0.0 | $72k | NEW | 15k | 4.84 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $63k | NEW | 24k | 2.59 |
|
| Equinox Gold Corp equities (EQX) | 0.0 | $60k | NEW | 10k | 6.02 |
|
| Coeur Mng Com New (CDE) | 0.0 | $54k | NEW | 14k | 3.77 |
|
| Denison Mines Corp (DNN) | 0.0 | $34k | NEW | 18k | 1.95 |
|
| Ur-energy (URG) | 0.0 | $24k | NEW | 15k | 1.60 |
|
| Ring Energy (REI) | 0.0 | $20k | NEW | 10k | 1.96 |
|
| Tellurian (TELL) | 0.0 | $15k | NEW | 23k | 0.66 |
|
| Vista Gold Corp Com New (VGZ) | 0.0 | $14k | NEW | 24k | 0.56 |
|
| AVINO SILVER & GOLD Mines Lt (ASM) | 0.0 | $6.9k | NEW | 11k | 0.62 |
|
| Virios Therapeutics Ord (VIRI) | 0.0 | $5.3k | 11k | 0.48 |
|
Past Filings by &partners
SEC 13F filings are viewable for &partners going back to 2018
- &partners 2024 Q1 filed April 11, 2024
- &partners 2023 Q4 filed Jan. 9, 2024
- &partners 2023 Q3 filed Oct. 6, 2023
- Wiley Bros.-aintree Capital 2023 Q2 filed July 5, 2023
- Wiley Bros.-aintree Capital 2023 Q1 filed April 6, 2023
- Wiley Bros.-aintree Capital 2022 Q4 filed Jan. 10, 2023
- Wiley Bros.-aintree Capital 2022 Q3 filed Oct. 11, 2022
- Wiley Bros.-aintree Capital 2022 Q2 filed July 6, 2022
- Wiley Bros.-aintree Capital 2022 Q1 restated filed April 26, 2022
- Wiley Bros.-aintree Capital 2022 Q1 filed April 11, 2022
- Wiley Bros.-aintree Capital 2021 Q4 filed Jan. 12, 2022
- Wiley Bros.-aintree Capital 2021 Q3 filed Oct. 7, 2021
- Wiley Bros.-aintree Capital 2021 Q2 filed July 12, 2021
- Wiley Bros.-aintree Capital 2021 Q1 filed April 9, 2021
- Wiley Bros.-aintree Capital 2020 Q4 filed Jan. 11, 2021
- Wiley Bros.-aintree Capital 2020 Q3 filed Oct. 5, 2020