Founders Financial Securities

Founders Financial Securities as of March 31, 2023

Portfolio Holdings for Founders Financial Securities

Founders Financial Securities holds 319 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 5.3 $37M 664k 55.36
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 4.9 $34M 832k 40.72
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 3.4 $24M 256k 91.82
Ishares Tr Core S&p Scp Etf (IJR) 3.0 $21M 217k 96.70
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.8 $19M 262k 73.16
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.6 $18M 393k 45.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.4 $17M 52k 320.93
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.1 $14M 619k 23.02
Ishares Tr TRS FLT RT BD (TFLO) 1.9 $14M 267k 50.59
Vanguard Index Fds Mid Cap Etf (VO) 1.9 $13M 63k 210.92
Apple (AAPL) 1.9 $13M 78k 164.90
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.7 $12M 257k 46.00
Ishares Tr Core S&p500 Etf (IVV) 1.7 $12M 28k 411.08
Dimensional Etf Trust Us High Profitab (DUHP) 1.6 $11M 436k 25.14
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.5 $10M 133k 76.49
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $9.9M 134k 73.83
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $9.0M 36k 250.16
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $8.9M 176k 50.66
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.3 $8.9M 189k 47.16
Ishares Tr Core Msci Eafe (IEFA) 1.2 $8.5M 128k 66.85
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.2 $8.3M 322k 25.79
Microsoft Corporation (MSFT) 1.2 $8.0M 28k 288.30
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 1.0 $7.1M 157k 45.06
First Tr Value Line Divid In SHS (FVD) 1.0 $6.6M 165k 40.16
Select Sector Spdr Tr Technology (XLK) 0.9 $6.5M 43k 151.01
Pimco Etf Tr Active Bd Etf (BOND) 0.9 $6.4M 69k 92.75
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $6.2M 63k 99.64
Wisdomtree Tr Floatng Rat Trea (USFR) 0.9 $6.2M 123k 50.27
Ishares Tr Shrt Nat Mun Etf (SUB) 0.8 $5.4M 51k 104.68
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.8 $5.3M 43k 124.07
Ishares Tr Broad Usd High (USHY) 0.7 $5.1M 145k 35.55
Invesco Db Us Dlr Index Tr Bullish Fd (UUP) 0.7 $5.1M 183k 27.88
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.7 $5.1M 104k 48.92
Ishares Msci Eurzone Etf (EZU) 0.7 $5.0M 111k 45.08
NVIDIA Corporation (NVDA) 0.7 $4.9M 18k 277.77
Ishares Msci Jpn Etf New (EWJ) 0.7 $4.9M 83k 58.69
Ishares Tr Core S&p Us Gwt (IUSG) 0.7 $4.8M 54k 88.77
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.7 $4.8M 37k 129.46
Ishares Core Msci Emkt (IEMG) 0.7 $4.6M 94k 48.79
Vanguard Index Fds Value Etf (VTV) 0.6 $4.4M 32k 138.11
Amazon (AMZN) 0.6 $4.2M 41k 103.29
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $4.1M 50k 82.16
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $4.0M 20k 204.10
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.6 $4.0M 36k 109.61
Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $3.8M 44k 86.28
Ishares Tr Core Msci Intl (IDEV) 0.5 $3.6M 60k 60.47
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.5 $3.5M 74k 46.95
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $3.5M 101k 34.13
Johnson & Johnson (JNJ) 0.5 $3.4M 22k 155.00
Procter & Gamble Company (PG) 0.5 $3.4M 23k 148.69
Fs Kkr Capital Corp (FSK) 0.5 $3.4M 183k 18.50
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $3.4M 46k 72.74
Ishares Tr Tips Bd Etf (TIP) 0.5 $3.3M 30k 110.25
Ark Etf Tr Innovation Etf (ARKK) 0.5 $3.2M 79k 40.34
Select Sector Spdr Tr Financial (XLF) 0.4 $3.0M 94k 32.15
Innovator Etfs Tr Laderd Alctn Pwr (BUFF) 0.4 $2.9M 81k 35.92
UnitedHealth (UNH) 0.4 $2.9M 6.1k 472.59
Exxon Mobil Corporation (XOM) 0.4 $2.8M 25k 109.66
Raytheon Technologies Corp (RTX) 0.4 $2.6M 27k 97.93
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.4 $2.6M 38k 67.87
Cisco Systems (CSCO) 0.4 $2.6M 49k 52.27
Spdr Gold Tr Gold Shs (GLD) 0.4 $2.6M 14k 183.22
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $2.5M 17k 149.54
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $2.4M 6.5k 376.08
Coca-Cola Company (KO) 0.4 $2.4M 39k 62.03
Visa Com Cl A (V) 0.3 $2.4M 11k 225.46
JPMorgan Chase & Co. (JPM) 0.3 $2.3M 18k 130.31
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $2.3M 16k 144.62
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $2.3M 33k 69.92
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $2.3M 34k 67.69
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $2.3M 23k 99.12
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $2.2M 30k 74.71
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $2.2M 18k 123.71
Select Sector Spdr Tr Energy (XLE) 0.3 $2.2M 26k 82.83
Tesla Motors (TSLA) 0.3 $2.1M 10k 207.46
Dbx Etf Tr Xtrack Usd High (HYLB) 0.3 $2.1M 60k 34.75
John Hancock Tax-Advantage Dvd Incom (HTD) 0.3 $2.0M 96k 21.32
Costco Wholesale Corporation (COST) 0.3 $2.0M 4.0k 496.92
Ishares Tr Msci China Etf (MCHI) 0.3 $1.8M 37k 49.89
Wal-Mart Stores (WMT) 0.3 $1.8M 12k 147.45
Proshares Tr Shrt Russell2000 (RWM) 0.3 $1.8M 74k 23.97
Home Depot (HD) 0.2 $1.7M 5.7k 295.12
Select Sector Spdr Tr Communication (XLC) 0.2 $1.7M 29k 57.97
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.6M 6.5k 249.46
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $1.6M 16k 101.18
International Business Machines (IBM) 0.2 $1.6M 12k 131.09
Proshares Tr Short Qqq New (PSQ) 0.2 $1.6M 129k 12.18
Comcast Corp Cl A (CMCSA) 0.2 $1.5M 41k 37.91
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $1.5M 3.4k 458.41
Linde SHS (LIN) 0.2 $1.5M 4.3k 355.44
Merck & Co (MRK) 0.2 $1.5M 14k 106.39
PNC Financial Services (PNC) 0.2 $1.5M 12k 127.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.5M 4.7k 308.77
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $1.5M 38k 38.65
Honeywell International (HON) 0.2 $1.5M 7.6k 191.11
AllianceBernstein Global Hgh Incm (AWF) 0.2 $1.4M 147k 9.72
Enbridge (ENB) 0.2 $1.4M 37k 38.15
Unilever Spon Adr New (UL) 0.2 $1.4M 27k 51.93
Stellantis SHS (STLA) 0.2 $1.4M 77k 18.19
Bristol Myers Squibb (BMY) 0.2 $1.4M 20k 69.31
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $1.4M 20k 67.65
United Parcel Service CL B (UPS) 0.2 $1.4M 7.0k 193.99
Williams Companies (WMB) 0.2 $1.4M 46k 29.86
Sempra Energy (SRE) 0.2 $1.4M 9.0k 151.16
First Tr Morningstar Divid L SHS (FDL) 0.2 $1.4M 38k 35.50
Essex Property Trust (ESS) 0.2 $1.3M 6.4k 209.14
Medtronic SHS (MDT) 0.2 $1.3M 17k 80.62
Apollo Global Mgmt (APO) 0.2 $1.3M 21k 63.16
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $1.3M 24k 53.98
Meta Platforms Cl A (META) 0.2 $1.3M 5.9k 211.94
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $1.3M 8.1k 154.00
Amgen (AMGN) 0.2 $1.2M 5.1k 241.75
Pfizer (PFE) 0.2 $1.2M 30k 40.80
Ishares Tr U.s. Finls Etf (IYF) 0.2 $1.2M 17k 71.14
Best Buy (BBY) 0.2 $1.2M 16k 78.27
Oracle Corporation (ORCL) 0.2 $1.2M 13k 92.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.2M 2.9k 409.38
Becton, Dickinson and (BDX) 0.2 $1.2M 4.8k 247.54
Mondelez Intl Cl A (MDLZ) 0.2 $1.2M 17k 69.72
Wells Fargo & Company (WFC) 0.2 $1.2M 31k 37.38
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.2M 11k 105.50
Mastercard Incorporated Cl A (MA) 0.2 $1.1M 3.2k 363.41
Verizon Communications (VZ) 0.2 $1.1M 29k 38.89
Newmont Mining Corporation (NEM) 0.2 $1.1M 23k 49.02
Walt Disney Company (DIS) 0.2 $1.1M 11k 100.13
Travelers Companies (TRV) 0.2 $1.1M 6.5k 171.40
Nike CL B (NKE) 0.2 $1.1M 8.7k 122.64
Chevron Corporation (CVX) 0.2 $1.1M 6.6k 163.15
Host Hotels & Resorts (HST) 0.2 $1.1M 65k 16.49
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $1.1M 24k 44.87
Autoliv (ALV) 0.2 $1.1M 11k 93.36
Vanguard Index Fds Large Cap Etf (VV) 0.2 $1.1M 5.6k 186.80
Union Pacific Corporation (UNP) 0.2 $1.0M 5.2k 201.27
Lockheed Martin Corporation (LMT) 0.1 $1.0M 2.2k 472.79
Realty Income (O) 0.1 $1.0M 16k 63.32
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.1 $1.0M 46k 22.45
Broadcom (AVGO) 0.1 $1.0M 1.6k 641.54
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $1.0M 15k 66.73
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $998k 80k 12.47
Ishares Tr Select Divid Etf (DVY) 0.1 $997k 8.5k 117.17
Us Bancorp Del Com New (USB) 0.1 $984k 27k 36.05
Vulcan Materials Company (VMC) 0.1 $971k 5.7k 171.56
V.F. Corporation (VFC) 0.1 $965k 42k 22.91
Texas Instruments Incorporated (TXN) 0.1 $943k 5.1k 186.01
Sap Se Spon Adr (SAP) 0.1 $905k 7.1k 126.55
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $897k 35k 25.48
Charles Schwab Corporation (SCHW) 0.1 $888k 17k 52.38
Goldman Sachs (GS) 0.1 $882k 2.7k 327.06
PPG Industries (PPG) 0.1 $873k 6.5k 133.58
Caterpillar (CAT) 0.1 $868k 3.8k 228.81
Thermo Fisher Scientific (TMO) 0.1 $850k 1.5k 576.37
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) 0.1 $834k 4.9k 170.43
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.1 $832k 20k 42.35
Intel Corporation (INTC) 0.1 $816k 25k 32.67
Stryker Corporation (SYK) 0.1 $815k 2.9k 285.44
Ishares Tr National Mun Etf (MUB) 0.1 $811k 7.5k 107.74
Waste Management (WM) 0.1 $807k 4.9k 163.17
Northrop Grumman Corporation (NOC) 0.1 $806k 1.7k 461.70
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $803k 25k 32.49
Diageo Spon Adr New (DEO) 0.1 $783k 4.3k 181.18
McDonald's Corporation (MCD) 0.1 $775k 2.8k 279.64
American Tower Reit (AMT) 0.1 $752k 3.7k 204.35
Eaton Corp SHS (ETN) 0.1 $745k 4.3k 171.34
Edison International (EIX) 0.1 $736k 10k 70.59
4068594 Enphase Energy (ENPH) 0.1 $726k 3.5k 210.28
AvalonBay Communities (AVB) 0.1 $722k 4.3k 168.06
Ishares Tr U.s. Energy Etf (IYE) 0.1 $703k 16k 43.75
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $686k 31k 22.48
Zoetis Cl A (ZTS) 0.1 $682k 4.1k 166.44
Advance Auto Parts (AAP) 0.1 $678k 5.6k 121.61
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $648k 26k 24.94
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $647k 7.8k 83.04
W.W. Grainger (GWW) 0.1 $645k 937.00 688.81
Eli Lilly & Co. (LLY) 0.1 $641k 1.9k 343.43
Ishares Tr Mbs Etf (MBB) 0.1 $637k 6.7k 94.73
Palo Alto Networks (PANW) 0.1 $631k 3.2k 199.74
Invesco Db Commdy Indx Trck Unit (DBC) 0.1 $629k 27k 23.74
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $629k 3.2k 194.92
Netflix (NFLX) 0.1 $607k 1.8k 345.48
Vanguard World Fds Health Car Etf (VHT) 0.1 $602k 2.5k 238.46
S&p Global (SPGI) 0.1 $601k 1.7k 344.77
Alphabet Cap Stk Cl C (GOOG) 0.1 $599k 5.8k 104.00
salesforce (CRM) 0.1 $592k 3.0k 199.78
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $584k 4.4k 134.08
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $584k 5.0k 117.65
MetLife (MET) 0.1 $582k 10k 57.94
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $581k 7.2k 80.66
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.1 $574k 24k 23.69
Ishares Tr Global Energ Etf (IXC) 0.1 $569k 15k 37.76
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $567k 5.7k 100.07
Monster Beverage Corp (MNST) 0.1 $564k 10k 54.01
Asml Holding N V N Y Registry Shs (ASML) 0.1 $561k 824.00 680.71
Abbvie (ABBV) 0.1 $543k 3.4k 159.37
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $536k 2.2k 244.28
Pioneer Natural Resources (PXD) 0.1 $536k 2.6k 204.24
Freeport-mcmoran CL B (FCX) 0.1 $534k 13k 40.91
Starbucks Corporation (SBUX) 0.1 $529k 5.1k 104.12
Pepsi (PEP) 0.1 $526k 2.9k 182.30
Sherwin-Williams Company (SHW) 0.1 $512k 2.3k 224.73
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $507k 23k 22.46
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $486k 12k 41.03
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $481k 5.2k 92.82
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $470k 5.2k 90.55
Chipotle Mexican Grill (CMG) 0.1 $468k 274.00 1708.29
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $467k 2.2k 216.45
Amplify Etf Tr High Income (YYY) 0.1 $460k 40k 11.66
Alcon Ord Shs (ALC) 0.1 $455k 6.5k 70.54
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $454k 16k 28.02
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $452k 3.0k 151.77
Chesapeake Energy Corp (CHK) 0.1 $450k 5.9k 76.04
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $450k 22k 20.59
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $444k 11k 40.40
Ishares Tr Micro-cap Etf (IWC) 0.1 $442k 4.2k 104.52
Alphabet Cap Stk Cl A (GOOGL) 0.1 $439k 4.2k 103.73
Adobe Systems Incorporated (ADBE) 0.1 $426k 1.1k 385.37
Paypal Holdings (PYPL) 0.1 $426k 5.6k 75.94
Marsh & McLennan Companies (MMC) 0.1 $424k 2.5k 166.55
Nextera Energy (NEE) 0.1 $424k 5.5k 77.08
Colgate-Palmolive Company (CL) 0.1 $419k 5.6k 75.15
Accenture Plc Ireland Shs Class A (ACN) 0.1 $418k 1.5k 285.81
American Intl Group Com New (AIG) 0.1 $417k 8.3k 50.36
General Motors Company (GM) 0.1 $414k 11k 36.68
Cion Invt Corp (CION) 0.1 $414k 42k 9.87
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $413k 6.5k 63.89
Uber Technologies (UBER) 0.1 $412k 13k 31.70
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $410k 26k 15.96
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $406k 13k 31.22
Ishares Msci Glb Slv&mtl (SLVP) 0.1 $400k 35k 11.46
Capital One Financial (COF) 0.1 $400k 4.2k 96.16
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $398k 2.1k 193.51
EQT Corporation (EQT) 0.1 $396k 12k 31.91
Mccormick & Co Com Non Vtg (MKC) 0.1 $393k 4.7k 83.21
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $386k 2.4k 158.76
Proshares Tr Pshs Ult S&p 500 (SSO) 0.1 $379k 7.5k 50.20
Abbott Laboratories (ABT) 0.1 $377k 3.7k 101.27
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $374k 6.1k 61.47
Equinix (EQIX) 0.1 $367k 509.00 721.04
Valero Energy Corporation (VLO) 0.1 $366k 2.6k 139.57
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.1 $364k 3.2k 112.15
Spdr Ser Tr S&p Biotech (XBI) 0.1 $363k 4.8k 76.21
American Express Company (AXP) 0.1 $362k 2.2k 164.95
Ishares Tr Russell 2000 Etf (IWM) 0.1 $362k 2.0k 178.38
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $361k 4.0k 91.05
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $359k 13k 28.56
Lauder Estee Cos Cl A (EL) 0.1 $357k 1.5k 246.46
Intuitive Surgical Com New (ISRG) 0.1 $356k 1.4k 255.47
Deere & Company (DE) 0.1 $355k 859.00 413.10
Dex (DXCM) 0.0 $346k 3.0k 116.18
Ishares Tr Expanded Tech (IGV) 0.0 $343k 1.1k 304.70
United Sts Oil Units (USO) 0.0 $335k 5.0k 66.44
Ishares Msci Gbl Gold Mn (RING) 0.0 $333k 13k 25.17
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.0 $323k 6.4k 50.32
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $317k 4.9k 65.16
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $315k 8.4k 37.38
New Amer High Income Com New (HYB) 0.0 $313k 46k 6.81
L3harris Technologies (LHX) 0.0 $310k 1.6k 196.25
Vanguard World Fds Industrial Etf (VIS) 0.0 $307k 1.6k 190.46
Aptiv SHS (APTV) 0.0 $302k 2.7k 112.19
Invesco Exchange Traded Fd T Gbl Listed Pvt 0.0 $301k 30k 10.11
Workday Cl A (WDAY) 0.0 $301k 1.5k 206.54
Rockwell Automation (ROK) 0.0 $297k 1.0k 293.45
AFLAC Incorporated (AFL) 0.0 $296k 4.6k 64.53
General Electric Com New (GE) 0.0 $294k 3.1k 95.59
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $287k 3.1k 92.09
stock 0.0 $286k 3.0k 95.88
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $284k 5.6k 50.39
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.0 $284k 12k 23.06
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $282k 7.2k 39.46
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $278k 8.6k 32.35
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $274k 2.6k 106.37
Philip Morris International (PM) 0.0 $272k 2.8k 97.25
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $271k 6.1k 44.50
Advanced Micro Devices (AMD) 0.0 $269k 2.7k 98.01
Kellogg Company (K) 0.0 $268k 4.0k 66.96
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $261k 3.3k 80.22
Atlassian Corporation Cl A (TEAM) 0.0 $258k 1.5k 171.17
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $257k 4.1k 62.34
Boeing Company (BA) 0.0 $242k 1.1k 212.39
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.0 $240k 5.1k 46.69
Morgan Stanley Com New (MS) 0.0 $239k 2.7k 87.80
Ishares Silver Tr Ishares (SLV) 0.0 $236k 11k 22.12
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $236k 12k 20.28
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $231k 734.00 315.07
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.0 $229k 6.7k 34.00
Norfolk Southern (NSC) 0.0 $228k 1.1k 212.07
Pimco Dynamic Income SHS (PDI) 0.0 $228k 13k 18.02
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $225k 2.2k 102.18
Solaredge Technologies (SEDG) 0.0 $222k 729.00 303.95
Airbnb Com Cl A (ABNB) 0.0 $221k 1.8k 124.40
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $220k 6.3k 34.80
WesBan (WSBC) 0.0 $219k 7.1k 30.70
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $218k 4.6k 47.82
Nio Spon Ads (NIO) 0.0 $216k 21k 10.51
DTE Energy Company (DTE) 0.0 $215k 2.0k 109.54
Gilead Sciences (GILD) 0.0 $215k 2.6k 82.96
Sandy Spring Ban (SASR) 0.0 $213k 8.2k 25.98
Vanguard World Fds Utilities Etf (VPU) 0.0 $210k 1.4k 147.52
Novartis Sponsored Adr (NVS) 0.0 $205k 2.2k 92.00
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $204k 5.0k 40.57
Sea Sponsord Ads (SE) 0.0 $202k 2.3k 86.55
Ford Motor Company (F) 0.0 $195k 16k 12.60
First Tr Stoxx European Sele Common Shs (FDD) 0.0 $191k 16k 11.66
Barings Bdc (BBDC) 0.0 $149k 19k 7.94
Sofi Technologies (SOFI) 0.0 $140k 23k 6.07
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $136k 16k 8.34
Palantir Technologies Cl A (PLTR) 0.0 $120k 14k 8.45
Dare Bioscience (DARE) 0.0 $119k 114k 1.04
Tencent Music Entmt Group Spon Ads (TME) 0.0 $87k 11k 8.28
Globalstar (GSAT) 0.0 $79k 69k 1.16
Sobr Safe Com New (SOBR) 0.0 $58k 26k 2.22
Fuelcell Energy (FCEL) 0.0 $47k 17k 2.85
Cronos Group (CRON) 0.0 $38k 20k 1.94
Canopy Gro 0.0 $27k 16k 1.75
Red Cat Hldgs (RCAT) 0.0 $10k 10k 1.04
ENGlobal Corporation 0.0 $8.4k 18k 0.48
Davidstea (DTEAF) 0.0 $7.2k 15k 0.48
Organigram Holdings In 0.0 $7.1k 11k 0.64
Aurora Cannabis 0.0 $7.0k 10k 0.70
Virgin Orbit Holdings Common Stock 0.0 $2.0k 10k 0.20