Laidlaw Wealth Management

Laidlaw Wealth Management as of June 30, 2023

Portfolio Holdings for Laidlaw Wealth Management

Laidlaw Wealth Management holds 351 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.5 $39M 199k 193.97
Union Pacific Corporation (UNP) 4.6 $23M 114k 204.62
Microsoft Corporation (MSFT) 3.9 $20M 59k 340.54
NVIDIA Corporation (NVDA) 2.2 $11M 27k 423.03
Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $10M 46k 220.28
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.8 $9.1M 121k 74.95
Amazon (AMZN) 1.6 $8.3M 63k 130.36
Amplify Etf Tr Cwp Enhanced Div (DIVO) 1.4 $7.4M 204k 36.00
Home Depot (HD) 1.3 $6.5M 21k 310.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $6.1M 18k 341.00
JPMorgan Chase & Co. (JPM) 1.2 $6.1M 42k 145.44
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.1 $5.7M 75k 75.66
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.1 $5.6M 97k 57.73
Ishares Tr Short Treas Bd (SHV) 1.1 $5.4M 49k 110.45
Adobe Systems Incorporated (ADBE) 1.0 $5.3M 11k 488.99
Ishares Tr Msci Usa Min Vol (USMV) 1.0 $5.3M 71k 74.33
Alphabet Cap Stk Cl C (GOOG) 1.0 $5.1M 42k 120.97
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $5.1M 13k 407.27
Select Sector Spdr Tr Technology (XLK) 1.0 $5.0M 29k 173.86
Alphabet Cap Stk Cl A (GOOGL) 1.0 $4.9M 41k 119.70
Visa Com Cl A (V) 1.0 $4.9M 21k 237.48
Vanguard Index Fds Large Cap Etf (VV) 0.9 $4.8M 24k 202.72
UnitedHealth (UNH) 0.9 $4.7M 9.7k 480.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $4.4M 9.9k 443.29
Johnson & Johnson (JNJ) 0.8 $4.2M 25k 165.52
Spdr Gold Tr Gold Shs (GLD) 0.8 $4.1M 23k 178.27
Tesla Motors (TSLA) 0.8 $4.1M 16k 261.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $4.1M 11k 369.42
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.8 $3.9M 23k 169.81
Ishares Gold Tr Ishares New (IAU) 0.8 $3.8M 106k 36.39
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $3.7M 35k 106.07
Meta Platforms Cl A (META) 0.7 $3.7M 13k 286.98
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.7 $3.6M 27k 132.73
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.7 $3.5M 12k 294.09
Procter & Gamble Company (PG) 0.7 $3.5M 23k 151.74
Goldman Sachs (GS) 0.7 $3.3M 10k 322.54
Ishares Tr U.s. Tech Etf (IYW) 0.6 $3.3M 31k 108.87
Merck & Co (MRK) 0.6 $3.3M 29k 115.39
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.6 $3.3M 160k 20.58
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.6 $3.1M 43k 71.65
Vanguard World Fds Inf Tech Etf (VGT) 0.6 $3.1M 7.0k 442.13
Nextera Energy (NEE) 0.6 $3.0M 41k 74.20
Chevron Corporation (CVX) 0.6 $2.9M 18k 157.35
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.5 $2.8M 37k 76.96
McDonald's Corporation (MCD) 0.5 $2.8M 9.3k 298.42
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.5 $2.7M 53k 51.75
Select Sector Spdr Tr Financial (XLF) 0.5 $2.6M 78k 33.71
Vanguard Index Fds Growth Etf (VUG) 0.5 $2.6M 9.3k 282.97
Thermo Fisher Scientific (TMO) 0.5 $2.6M 5.0k 521.75
Ishares Msci Gbl Min Vol (ACWV) 0.5 $2.5M 26k 98.05
Starbucks Corporation (SBUX) 0.5 $2.5M 25k 99.06
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.5 $2.4M 22k 107.32
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $2.4M 49k 48.06
Blackstone Group Inc Com Cl A (BX) 0.5 $2.3M 25k 92.97
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.5 $2.3M 59k 39.83
Costco Wholesale Corporation (COST) 0.4 $2.3M 4.3k 538.41
Exxon Mobil Corporation (XOM) 0.4 $2.2M 21k 107.25
Verizon Communications (VZ) 0.4 $2.2M 59k 37.19
Pepsi (PEP) 0.4 $2.2M 12k 185.21
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $2.2M 30k 72.62
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $2.1M 39k 52.37
Cisco Systems (CSCO) 0.4 $2.0M 38k 51.74
Ishares Msci Emerg Mrkt (EEMV) 0.4 $2.0M 36k 54.98
Abbvie (ABBV) 0.4 $2.0M 15k 134.73
Mastercard Incorporated Cl A (MA) 0.4 $2.0M 5.0k 393.33
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.4 $1.9M 40k 47.67
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.4 $1.9M 21k 91.82
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.4 $1.9M 25k 77.19
Ishares Tr Cmbs Etf (CMBS) 0.4 $1.9M 41k 45.86
Vanguard World Fds Industrial Etf (VIS) 0.4 $1.9M 9.2k 205.53
Ishares Silver Tr Ishares (SLV) 0.4 $1.9M 90k 20.89
Select Sector Spdr Tr Energy (XLE) 0.4 $1.8M 23k 81.17
Wal-Mart Stores (WMT) 0.4 $1.8M 11k 157.18
Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.8M 5.7k 308.58
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.7M 7.9k 220.17
Vanguard World Fds Health Car Etf (VHT) 0.3 $1.7M 7.1k 244.82
Broadcom (AVGO) 0.3 $1.7M 2.0k 867.50
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $1.7M 24k 72.69
Palo Alto Networks (PANW) 0.3 $1.7M 6.7k 255.51
Consolidated Edison (ED) 0.3 $1.7M 19k 90.40
Honeywell International (HON) 0.3 $1.7M 8.1k 207.51
Walt Disney Company (DIS) 0.3 $1.7M 19k 89.28
Vanguard Index Fds Value Etf (VTV) 0.3 $1.7M 12k 142.10
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.3 $1.6M 16k 100.07
Lockheed Martin Corporation (LMT) 0.3 $1.6M 3.5k 460.44
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.3 $1.6M 5.3k 298.02
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $1.6M 17k 94.28
Vanguard World Fds Financials Etf (VFH) 0.3 $1.5M 19k 81.24
Vanguard World Fds Consum Stp Etf (VDC) 0.3 $1.5M 7.9k 194.45
Amgen (AMGN) 0.3 $1.5M 6.5k 222.03
Ishares Tr Core Msci Total (IXUS) 0.3 $1.4M 22k 62.62
Coca-Cola Company (KO) 0.3 $1.4M 23k 60.22
United Parcel Service CL B (UPS) 0.3 $1.4M 7.7k 179.26
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $1.4M 16k 83.56
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $1.4M 18k 75.57
Vanguard World Fds Comm Srvc Etf (VOX) 0.3 $1.3M 13k 106.31
Spdr Index Shs Fds S&p Gblinf Etf (GII) 0.3 $1.3M 24k 53.37
Bank of America Corporation (BAC) 0.2 $1.3M 45k 28.69
Eli Lilly & Co. (LLY) 0.2 $1.3M 2.7k 469.03
Nike CL B (NKE) 0.2 $1.3M 12k 110.37
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.2 $1.3M 26k 48.21
Morgan Stanley Com New (MS) 0.2 $1.3M 15k 85.40
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $1.2M 34k 35.65
Danaher Corporation (DHR) 0.2 $1.2M 4.9k 240.00
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $1.2M 26k 45.30
salesforce (CRM) 0.2 $1.2M 5.5k 211.26
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $1.1M 29k 39.21
Charles Schwab Corporation (SCHW) 0.2 $1.1M 20k 56.68
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $1.1M 26k 43.80
Proshares Tr Short Qqq New (PSQ) 0.2 $1.1M 107k 10.57
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $1.1M 15k 74.17
Marathon Petroleum Corp (MPC) 0.2 $1.1M 9.4k 116.60
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $1.1M 4.7k 229.73
Ishares Tr Gbl Comm Svc Etf (IXP) 0.2 $1.1M 16k 68.38
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.1M 7.1k 149.63
Deere & Company (DE) 0.2 $1.0M 2.6k 405.19
Ishares Tr Select Divid Etf (DVY) 0.2 $1.0M 9.2k 113.30
Dow (DOW) 0.2 $1.0M 20k 53.26
International Business Machines (IBM) 0.2 $1.0M 7.8k 133.80
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $1.0M 20k 51.70
Pfizer (PFE) 0.2 $997k 27k 36.68
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $993k 13k 75.23
Select Sector Spdr Tr Communication (XLC) 0.2 $990k 15k 65.08
Bristol Myers Squibb (BMY) 0.2 $986k 15k 63.95
United Rentals (URI) 0.2 $985k 2.2k 445.37
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.2 $950k 17k 57.57
Boeing Company (BA) 0.2 $945k 4.5k 211.16
Ishares Tr Core S&p500 Etf (IVV) 0.2 $937k 2.1k 445.74
Raytheon Technologies Corp (RTX) 0.2 $924k 9.4k 97.96
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $912k 9.3k 97.84
Ishares Tr Self Drivng Ev (IDRV) 0.2 $892k 22k 40.91
American Tower Reit (AMT) 0.2 $878k 4.5k 193.92
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $877k 12k 71.03
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $874k 19k 45.41
Franklin Etf Tr Shrt Dur Us Govt (FTSD) 0.2 $850k 9.5k 89.44
Duke Energy Corp Com New (DUK) 0.2 $844k 9.4k 89.74
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $839k 8.4k 99.76
Invesco Actively Managed Etf Var Rate Invt (VRIG) 0.2 $833k 34k 24.89
Ishares Tr Glb Cns Disc Etf (RXI) 0.2 $832k 5.3k 156.71
Linde SHS (LIN) 0.2 $830k 2.2k 381.08
Invesco Exchange Traded Fd T Dynmc Leisure (PEJ) 0.2 $827k 20k 41.82
Etf Ser Solutions Defiance Quant (QTUM) 0.2 $824k 16k 50.61
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $821k 9.5k 86.54
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $819k 9.9k 82.87
Vanguard World Fds Utilities Etf (VPU) 0.2 $813k 5.7k 142.16
Philip Morris International (PM) 0.2 $811k 8.3k 97.62
At&t (T) 0.2 $808k 51k 15.95
Etf Ser Solutions Defiance Next (FIVG) 0.2 $803k 24k 33.66
General Mills (GIS) 0.2 $795k 10k 76.70
Amplify Etf Tr Blockchain Ldr (BLOK) 0.2 $781k 34k 22.75
Ishares Tr Tips Bd Etf (TIP) 0.1 $753k 7.0k 107.62
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $752k 16k 47.10
First Tr Exchange-traded Nasdq Artfcial (ROBT) 0.1 $740k 16k 45.67
Ishares Tr Us Infrastruc (IFRA) 0.1 $729k 19k 39.08
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.1 $724k 18k 41.05
Palantir Technologies Cl A (PLTR) 0.1 $716k 47k 15.33
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $702k 22k 31.43
Constellation Brands Cl A (STZ) 0.1 $697k 2.8k 246.14
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.1 $690k 9.0k 76.98
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $689k 12k 56.72
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.1 $685k 17k 40.12
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $684k 13k 52.43
John Marshall Ban (JMSB) 0.1 $683k 34k 20.09
Global X Fds Vdeo Gam Esprt (HERO) 0.1 $680k 33k 20.49
Dbx Etf Tr Xtrack Usd High (HYLB) 0.1 $677k 20k 34.50
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GFEB) 0.1 $677k 22k 31.19
Nucor Corporation (NUE) 0.1 $677k 4.1k 163.96
Southern Company (SO) 0.1 $677k 9.6k 70.25
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $676k 14k 47.87
Etf Managers Tr Prime Mobile Pay 0.1 $670k 16k 42.70
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $669k 4.1k 162.42
Schlumberger Com Stk (SLB) 0.1 $668k 14k 49.12
Eaton Corp SHS (ETN) 0.1 $667k 3.3k 201.10
Ishares Tr Glob Indstrl Etf (EXI) 0.1 $663k 5.5k 120.25
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $662k 14k 45.89
Comcast Corp Cl A (CMCSA) 0.1 $652k 16k 41.55
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $652k 27k 24.63
Servicenow (NOW) 0.1 $649k 1.2k 561.97
Ishares Tr Russell 2000 Etf (IWM) 0.1 $636k 3.4k 187.29
Ishares Tr U.s. Finls Etf (IYF) 0.1 $631k 8.5k 74.61
General Electric Com New (GE) 0.1 $627k 5.7k 109.86
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) 0.1 $622k 3.7k 167.42
Ishares Tr Genomics Immun (IDNA) 0.1 $611k 26k 23.35
Airbnb Com Cl A (ABNB) 0.1 $584k 4.6k 128.16
Advanced Micro Devices (AMD) 0.1 $583k 5.1k 113.91
First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG) 0.1 $577k 15k 38.62
Intel Corporation (INTC) 0.1 $575k 17k 33.44
BlackRock (BLK) 0.1 $566k 819.00 691.47
Target Corporation (TGT) 0.1 $559k 4.2k 131.89
Gabelli Equity Trust (GAB) 0.1 $559k 96k 5.80
Intercontinental Exchange (ICE) 0.1 $559k 4.9k 113.08
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $558k 8.0k 69.95
Netflix (NFLX) 0.1 $549k 1.2k 440.51
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $545k 8.1k 67.09
Ishares Tr Us Consum Discre (IYC) 0.1 $522k 7.3k 71.17
Anthem (ELV) 0.1 $516k 1.2k 444.47
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $515k 14k 37.69
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $507k 1.8k 280.21
Global X Fds S&p 500 Catholic (CATH) 0.1 $506k 9.3k 54.44
Ishares Tr Us Industrials (IYJ) 0.1 $504k 4.8k 106.04
Stryker Corporation (SYK) 0.1 $501k 1.6k 305.09
Texas Instruments Incorporated (TXN) 0.1 $469k 2.6k 180.00
Quanta Services (PWR) 0.1 $468k 2.4k 196.45
Ishares Tr Us Consm Staples (IYK) 0.1 $468k 2.3k 200.29
Vanguard World Fds Materials Etf (VAW) 0.1 $460k 2.5k 181.97
CVS Caremark Corporation (CVS) 0.1 $459k 6.6k 69.13
Altria (MO) 0.1 $459k 10k 45.30
Becton, Dickinson and (BDX) 0.1 $458k 1.7k 264.02
Paypal Holdings (PYPL) 0.1 $455k 6.8k 66.73
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $455k 11k 43.20
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $453k 2.2k 205.73
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $451k 1.6k 283.23
Ishares Tr Core Msci Eafe (IEFA) 0.1 $441k 6.5k 67.50
Global X Fds Global X Copper (COPX) 0.1 $439k 12k 37.65
Oracle Corporation (ORCL) 0.1 $436k 3.7k 119.09
Ecolab (ECL) 0.1 $433k 2.3k 186.70
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.1 $425k 24k 18.08
Shell Spon Ads (SHEL) 0.1 $421k 7.0k 60.38
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $417k 3.1k 134.88
Intuitive Surgical Com New (ISRG) 0.1 $414k 1.2k 341.94
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $407k 8.8k 46.16
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $394k 7.1k 55.33
Proshares Tr Short S&p 500 Ne (SH) 0.1 $391k 28k 13.88
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.1 $385k 8.4k 46.07
Invesco Exchange Traded Fd T S&p 500a Eql (RSPC) 0.1 $383k 14k 28.45
Activision Blizzard 0.1 $381k 4.5k 84.30
Applied Materials (AMAT) 0.1 $380k 2.6k 144.56
Kellogg Company (K) 0.1 $378k 5.6k 67.40
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $377k 1.1k 351.91
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $376k 16k 22.90
Ishares Tr Global Energ Etf (IXC) 0.1 $374k 10k 37.22
Goldman Sachs Etf Tr Access Invt Gr (GIGB) 0.1 $371k 8.2k 45.26
Global X Fds Us Pfd Etf (PFFD) 0.1 $369k 19k 19.39
EOG Resources (EOG) 0.1 $362k 3.2k 114.44
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $362k 3.0k 122.58
Overstock (BYON) 0.1 $360k 11k 32.57
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $357k 2.2k 161.18
Qualcomm (QCOM) 0.1 $357k 3.0k 119.06
Automatic Data Processing (ADP) 0.1 $353k 1.6k 219.80
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $352k 18k 19.53
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $352k 3.5k 99.65
Ishares Tr Ishares Biotech (IBB) 0.1 $347k 2.7k 126.96
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $347k 3.2k 108.15
American Express Company (AXP) 0.1 $345k 2.0k 174.20
Vanguard Index Fds Small Cp Etf (VB) 0.1 $344k 1.7k 198.88
Humana (HUM) 0.1 $344k 769.00 447.13
Kraneshares Tr Csi Chi Internet (KWEB) 0.1 $344k 13k 26.93
Chipotle Mexican Grill (CMG) 0.1 $340k 159.00 2139.00
Ares Capital Corporation (ARCC) 0.1 $338k 18k 18.79
Prologis (PLD) 0.1 $338k 2.8k 122.65
New Jersey Resources Corporation (NJR) 0.1 $332k 7.0k 47.20
Phillips 66 (PSX) 0.1 $329k 3.5k 95.38
Crown Castle Intl (CCI) 0.1 $328k 2.9k 113.94
Caterpillar (CAT) 0.1 $325k 1.3k 246.01
Micron Technology (MU) 0.1 $323k 5.1k 63.11
Occidental Petroleum Corporation (OXY) 0.1 $322k 5.5k 58.80
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.1 $316k 9.6k 32.94
Ishares Tr Mbs Etf (MBB) 0.1 $315k 3.4k 93.27
Enterprise Products Partners (EPD) 0.1 $313k 12k 26.35
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $312k 9.2k 33.77
Regeneron Pharmaceuticals (REGN) 0.1 $311k 433.00 718.54
Citigroup Com New (C) 0.1 $307k 6.7k 46.04
Analog Devices (ADI) 0.1 $305k 1.6k 194.81
Vanguard World Fds Energy Etf (VDE) 0.1 $304k 2.7k 112.89
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $304k 4.3k 70.48
Ishares Core Msci Emkt (IEMG) 0.1 $298k 6.0k 49.29
Vaneck Etf Trust Rare Earth/strtg (REMX) 0.1 $295k 3.5k 83.17
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $293k 1.9k 157.83
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $284k 6.6k 42.79
Shopify Cl A (SHOP) 0.1 $283k 4.4k 64.60
Blackrock Debt Strategies Com New (DSU) 0.1 $282k 29k 9.79
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $281k 5.5k 50.82
Naas Technology Sponsored Ads (NAAS) 0.1 $280k 53k 5.33
Lowe's Companies (LOW) 0.1 $274k 1.2k 225.74
Realty Income (O) 0.1 $273k 4.6k 59.79
Crowdstrike Hldgs Cl A (CRWD) 0.1 $271k 1.8k 146.87
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $268k 5.2k 51.41
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $268k 2.7k 97.46
Pioneer Natural Resources (PXD) 0.1 $267k 1.3k 207.12
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $267k 6.4k 41.87
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $266k 21k 12.70
Dollar Tree (DLTR) 0.1 $264k 1.8k 143.50
ConocoPhillips (COP) 0.1 $264k 2.6k 103.60
Melco Resorts And Entmnt Adr (MLCO) 0.1 $262k 22k 12.21
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.1 $262k 21k 12.78
Mondelez Intl Cl A (MDLZ) 0.1 $261k 3.6k 72.93
Polaris Industries (PII) 0.1 $260k 2.2k 120.93
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $258k 4.2k 61.87
AFLAC Incorporated (AFL) 0.0 $256k 3.7k 69.80
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $255k 4.5k 56.08
Abbott Laboratories (ABT) 0.0 $255k 2.3k 109.02
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $252k 4.1k 60.94
Emerson Electric (EMR) 0.0 $249k 2.8k 90.40
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $248k 4.6k 54.42
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $247k 3.3k 75.00
Clearbridge Mlp And Mids (CEM) 0.0 $247k 7.1k 34.67
Gilead Sciences (GILD) 0.0 $244k 3.2k 77.07
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $242k 2.3k 107.13
Public Service Enterprise (PEG) 0.0 $242k 3.9k 62.61
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.0 $239k 12k 20.78
First Tr Exchange Traded Indls Prod Dur (FXR) 0.0 $238k 4.0k 60.09
Spdr Ser Tr S&p Ins Etf (KIE) 0.0 $235k 5.8k 40.88
Medtronic SHS (MDT) 0.0 $235k 2.7k 88.10
Freeport-mcmoran CL B (FCX) 0.0 $234k 5.9k 40.00
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $229k 3.5k 65.43
First Tr Exchange Traded Finls Alphadex (FXO) 0.0 $228k 6.1k 37.70
Kkr & Co (KKR) 0.0 $225k 4.0k 56.00
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $223k 2.3k 97.00
Liberty All Star Equity Sh Ben Int (USA) 0.0 $220k 34k 6.47
Lululemon Athletica (LULU) 0.0 $220k 582.00 378.50
Waste Management (WM) 0.0 $218k 1.3k 173.48
American Electric Power Company (AEP) 0.0 $218k 2.6k 84.20
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $217k 831.00 261.48
Ishares Tr Core Total Usd (IUSB) 0.0 $217k 4.8k 45.47
Spdr Ser Tr S&p Bk Etf (KBE) 0.0 $216k 6.0k 36.00
Pacer Fds Tr Pac Asset Fltg (FLRT) 0.0 $215k 4.7k 45.97
First Tr Exchange-traded Nasdq Oil Gas (FTXN) 0.0 $213k 8.1k 26.33
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.0 $212k 4.3k 49.64
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $212k 4.3k 48.88
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.0 $210k 3.3k 63.70
Global X Fds Global X Uranium (URA) 0.0 $210k 9.7k 21.70
Corteva (CTVA) 0.0 $209k 3.6k 57.30
Liberty Broadband Corp Com Ser A (LBRDA) 0.0 $205k 2.6k 79.73
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $205k 3.0k 68.78
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $204k 2.2k 91.83
Xylem (XYL) 0.0 $204k 1.8k 112.62
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.0 $202k 14k 14.75
Ventas (VTR) 0.0 $202k 4.3k 47.26
3M Company (MMM) 0.0 $202k 2.0k 100.11
Listed Fd Tr Wahed Ftse Etf (HLAL) 0.0 $201k 4.7k 42.78
Vale S A Sponsored Ads (VALE) 0.0 $195k 15k 13.42
Enovix Corp (ENVX) 0.0 $180k 10k 18.04
Infosys Sponsored Adr (INFY) 0.0 $180k 11k 16.07
Cion Invt Corp (CION) 0.0 $180k 17k 10.38
Marathon Digital Holdings In (MARA) 0.0 $167k 12k 13.86
Navitas Semiconductor Corp-a (NVTS) 0.0 $166k 16k 10.54
Xpeng Ads (XPEV) 0.0 $141k 11k 13.42
Cornerstone Strategic Value (CLM) 0.0 $139k 17k 8.38
Teucrium Commodity Tr Wheat Fd (WEAT) 0.0 $138k 21k 6.44
Freyr Battery SHS 0.0 $131k 14k 9.35
Cohen & Steers Quality Income Realty (RQI) 0.0 $116k 10k 11.60
Silvercrest Metals (SILV) 0.0 $106k 18k 5.86
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $82k 11k 7.79
Chico's FAS 0.0 $54k 10k 5.35
Fortuna Silver Mines (FSM) 0.0 $49k 15k 3.24
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $48k 11k 4.60
Broadwind Com New (BWEN) 0.0 $41k 11k 3.82
StarTek 0.0 $38k 13k 2.92
Vizsla Silver Corp Com New (VZLA) 0.0 $37k 30k 1.22
Faraday Futre Intlgt Elctr I 0.0 $28k 140k 0.20
Bionano Genomics 0.0 $6.1k 10k 0.61