WealthPlan Investment Management

WealthPlan Investment Management as of June 30, 2023

Portfolio Holdings for WealthPlan Investment Management

WealthPlan Investment Management holds 371 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 Stock/ETF (AAPL) 9.2 $31M 160k 193.97
First Trust CBOE Vest Fund of Buffer ETF Stock/ETF (BUFR) 2.1 $7.1M 284k 25.04
First Tr Long/Short Equity Stock/ETF (FTLS) 2.0 $6.6M 125k 52.79
Starboard Invt Tr Rh Hedged Multi-Asset Income Etf Stock/ETF (AMAX) 2.0 $6.6M 849k 7.75
Pepsico Incorporated Stock/ETF (PEP) 1.9 $6.5M 35k 185.22
Simply Exchange traded Funds Hedged Equity Stock/ETF (HEQT) 1.9 $6.3M 253k 24.81
MSC Industrial Direct Stock/ETF (MSM) 1.9 $6.2M 65k 95.28
Nucor Corp Stock/ETF (NUE) 1.8 $6.2M 38k 163.98
Vanguard Total Stock Market Stock/ETF (VTI) 1.8 $6.0M 28k 220.28
Graco Stock/ETF (GGG) 1.7 $5.6M 65k 86.35
VanEck Inv Grade Floating Rate ETF Stock/ETF (FLTR) 1.7 $5.6M 221k 25.25
Realty Income Corp Stock/ETF (O) 1.6 $5.5M 92k 59.79
W.P. Carey Stock/ETF (WPC) 1.6 $5.5M 81k 67.56
Genuine Parts Stock/ETF (GPC) 1.6 $5.3M 31k 169.23
Black Hills Corp Stock/ETF (BKH) 1.6 $5.2M 87k 60.26
Chevron Corp Stock/ETF (CVX) 1.6 $5.2M 33k 157.35
iShares Core Dividend Growth ETF Stock/ETF (DGRO) 1.5 $5.2M 100k 51.53
Microsoft Corp Stock/ETF (MSFT) 1.5 $5.1M 15k 340.54
Alphabet Inc Class C Stock/ETF (GOOG) 1.5 $5.0M 42k 120.97
Diageo Stock/ETF (DEO) 1.5 $5.0M 29k 173.48
Abbott Laboratories Stock/ETF (ABT) 1.5 $5.0M 46k 109.02
Pimco Etf Tr Muni Income Opp Stock/ETF (MINO) 1.5 $4.9M 110k 44.56
Berkshire Hathaway Inc Class B Stock/ETF (BRK.B) 1.4 $4.8M 14k 340.99
Caseys General Stores Stock/ETF (CASY) 1.4 $4.8M 20k 243.88
Pacer Fds Tr Us Cash Cows 100 Stock/ETF (COWZ) 1.4 $4.7M 99k 47.87
iShares Intl Dividend Growth Stock/ETF (IGRO) 1.4 $4.7M 76k 62.02
AbbVie Stock/ETF (ABBV) 1.4 $4.6M 34k 134.73
Johnson & Johnson Stock/ETF (JNJ) 1.4 $4.6M 28k 165.52
VanEck Morningstar Wide Moat Research Stock/ETF (MOAT) 1.4 $4.6M 58k 79.79
Sysco Corporation Stock/ETF (SYY) 1.4 $4.6M 61k 74.20
Archer Daniels Midland Stock/ETF (ADM) 1.3 $4.4M 59k 75.56
Air Products & Chemicals Stock/ETF (APD) 1.3 $4.4M 15k 299.54
Verizon Communications Stock/ETF (VZ) 1.3 $4.4M 118k 37.19
Meta Platforms Stock/ETF (META) 1.2 $4.1M 14k 286.98
Avantis Emerging Markets Equity ETF Stock/ETF (AVEM) 1.2 $4.0M 75k 53.81
Lincoln Electric Hldgs Stock/ETF (LECO) 1.2 $4.0M 20k 198.63
Cullen Frost Bankers Stock/ETF (CFR) 1.2 $4.0M 37k 107.53
Texas Instruments Stock/ETF (TXN) 1.2 $4.0M 22k 180.02
Costco Wholesale Corp Stock/ETF (COST) 1.1 $3.8M 7.0k 538.39
Valmont Industries Stock/ETF (VMI) 1.1 $3.5M 12k 291.05
Innovator S&P 500 Power Buffer ETF - July Stock/ETF (PJUL) 1.0 $3.4M 100k 34.22
Proshares TR S&P Tech Dividen Stock/ETF (TDV) 1.0 $3.3M 50k 66.26
Innovator ETFs TR Intl DV Stock/ETF (IOCT) 1.0 $3.3M 125k 26.08
International Business Machines Stock/ETF (IBM) 1.0 $3.2M 24k 133.81
Berkshire Hathaway Cl A Stock/ETF (BRK.A) 0.9 $3.1M 6.00 517810.00
Starboard Investment Trust Ada Ptive Growth Opp Etf Stock/ETF (AGOX) 0.9 $2.9M 126k 23.43
Invesco S&P 500 Downside Hedged Stock/ETF (PHDG) 0.9 $2.9M 86k 33.31
Innovator S&P 500 Power Buffer ETF - January Stock/ETF (PJAN) 0.8 $2.7M 78k 35.11
UMB Financial Corp Stock/ETF (UMBF) 0.8 $2.7M 45k 60.90
FT CBOE Vest US Eqt Enc Md Bf ETF Stock/ETF (XSEP) 0.8 $2.7M 81k 33.90
Innovator Nasdaq-100 April Power Buffer ETF Stock/ETF (NAPR) 0.8 $2.7M 65k 41.69
Amazon.com Stock/ETF (AMZN) 0.8 $2.6M 20k 130.36
Mastercard Stock/ETF (MA) 0.7 $2.4M 6.0k 393.31
Constellation Brands Stock/ETF (STZ) 0.7 $2.3M 9.3k 246.13
JPMorgan Equity Premium Income ETF Stock/ETF (JEPI) 0.6 $2.1M 38k 55.33
ShareCare Inc A Stock/ETF (SHCR) 0.6 $2.1M 1.2M 1.75
Target Corporation Stock/ETF (TGT) 0.6 $2.0M 16k 131.90
Allianz IM U.S. Large Cap 6 Month Buffer ETF Stock/ETF (SIXO) 0.6 $2.0M 74k 27.63
Lockheed Martin Corp Stock/ETF (LMT) 0.6 $2.0M 4.4k 460.33
AstraZeneca Stock/ETF (AZN) 0.6 $2.0M 28k 71.57
Pfizer Stock/ETF (PFE) 0.6 $2.0M 54k 36.68
Alphabet Inc Class A Stock/ETF (GOOGL) 0.6 $2.0M 16k 119.70
BondBloxx Bloomberg SevenYrTrgDurUSTrETF Stock/ETF (XSVN) 0.5 $1.7M 36k 48.38
Danaher Corp Stock/ETF (DHR) 0.5 $1.7M 7.2k 240.01
JP Morgan Chase & Co. Stock/ETF (JPM) 0.5 $1.7M 12k 145.44
Lowe's Companies Stock/ETF (LOW) 0.5 $1.7M 7.4k 225.70
Microchip Technology Stock/ETF (MCHP) 0.5 $1.7M 19k 89.59
Union Pacific Corp Stock/ETF (UNP) 0.4 $1.4M 6.7k 204.63
SPDR S&P 500 Growth ETF Stock/ETF (SPYG) 0.4 $1.2M 20k 61.01
Walmart Stock/ETF (WMT) 0.4 $1.2M 7.9k 157.18
NVIDIA Corp Stock/ETF (NVDA) 0.3 $1.1M 2.7k 423.02
Adobe Stock/ETF (ADBE) 0.3 $1.1M 2.3k 488.99
Zai Lab Limited F Unsponsored Adr 1 Adr Reps Ord Stock/ETF (ZLAB) 0.3 $1.0M 37k 27.73
SPDR S&P 500 Trust Stock/ETF (SPY) 0.3 $1.0M 2.3k 443.20
Eli Lilly and Company Stock/ETF (LLY) 0.3 $971k 2.1k 468.98
Amgen Stock/ETF (AMGN) 0.3 $948k 4.3k 222.02
C.H. Robinson Worldwide Stock/ETF (CHRW) 0.3 $883k 9.4k 94.35
FS Credit Opportunity Corp. Stock/ETF (FSCO) 0.3 $871k 184k 4.75
S&P Global Stock/ETF (SPGI) 0.3 $857k 2.1k 400.86
Acushnet Holdings Corp Stock/ETF (GOLF) 0.2 $789k 14k 54.68
Tesla Stock/ETF (TSLA) 0.2 $788k 3.0k 261.77
Roper Technologies Stock/ETF (ROP) 0.2 $713k 1.5k 480.87
Blackstone Stock/ETF (BX) 0.2 $689k 7.4k 92.97
Boeing Stock/ETF (BA) 0.2 $681k 3.2k 211.16
iShares Core S&P 500 Stock/ETF (IVV) 0.2 $659k 1.5k 445.79
Edwards Life Sciences Corp Stock/ETF (EW) 0.2 $651k 6.9k 94.33
Visa Stock/ETF (V) 0.2 $645k 2.7k 237.46
AMN Healthcare Services Stock/ETF (AMN) 0.2 $627k 5.7k 109.12
Automatic Data Processing Stock/ETF (ADP) 0.2 $615k 2.8k 219.76
Thermo Fisher Scientific Stock/ETF (TMO) 0.2 $526k 1.0k 521.86
McDonald's Corporation Stock/ETF (MCD) 0.2 $515k 1.7k 298.44
Starbucks Corp Stock/ETF (SBUX) 0.1 $503k 5.1k 99.06
Simplify Exchange Traded Fds Simplify Us Equity Plus Gbt Stock/ETF (SPBC) 0.1 $499k 20k 25.00
Wells Fargo & Co Stock/ETF (WFC) 0.1 $486k 11k 42.68
Vanguard Small-Cap Growth ETF Stock/ETF (VBK) 0.1 $478k 2.1k 229.75
Exxon Mobil Corporation Stock/ETF (XOM) 0.1 $454k 4.2k 107.25
Autodesk Stock/ETF (ADSK) 0.1 $448k 2.2k 204.61
Wisdomtree US Dividend Growth Stock/ETF (DGRW) 0.1 $437k 6.6k 66.66
Medtronic Stock/ETF (MDT) 0.1 $435k 4.9k 88.10
FedEx Corp Stock/ETF (FDX) 0.1 $434k 1.8k 247.86
iShares International Select Dividend Stock/ETF (IDV) 0.1 $407k 16k 26.33
FMC Corp Stock/ETF (FMC) 0.1 $403k 3.9k 104.35
SPDR Blackstone / GSO Senior Loan ETF Stock/ETF (SRLN) 0.1 $396k 9.5k 41.87
Cheniere Energy Stock/ETF (LNG) 0.1 $392k 2.6k 152.38
Bristol-Myers Squibb Company Stock/ETF (BMY) 0.1 $385k 6.0k 63.95
Schwab US Dividend Equity Stock/ETF (SCHD) 0.1 $366k 5.0k 72.62
Xylem Stock/ETF (XYL) 0.1 $349k 3.1k 112.62
Altria Group Stock/ETF (MO) 0.1 $343k 7.6k 45.30
Quadratic Intrst Rt Vol & Infl H ETF Stock/ETF (IVOL) 0.1 $341k 17k 20.58
Polaris Stock/ETF (PII) 0.1 $328k 2.7k 120.91
Proshares Tr S&P Midcap 400 Div Aristocrats ETF Stock/ETF (REGL) 0.1 $320k 4.6k 70.26
Honeywell International Stock/ETF (HON) 0.1 $311k 1.5k 207.50
Stanley Black & Decker Stock/ETF (SWK) 0.1 $304k 3.2k 93.70
WisdomTree Global Ex-US Growth Stock/ETF (DNL) 0.1 $304k 8.5k 35.82
McCormick & Co Stock/ETF (MKC) 0.1 $302k 3.5k 87.23
Mondelez Intl Stock/ETF (MDLZ) 0.1 $302k 4.1k 72.94
UnitedHealth Group Stock/ETF (UNH) 0.1 $297k 618.00 480.64
Lamb Weston Holdings Stock/ETF (LW) 0.1 $275k 2.4k 114.96
Ares Capital Corp Stock/ETF (ARCC) 0.1 $269k 14k 18.79
Zimmer Biomet Holdings Stock/ETF (ZBH) 0.1 $265k 1.8k 145.59
Comcast Corp A Stock/ETF (CMCSA) 0.1 $259k 6.2k 41.55
PIMCO Total Return Active ETF Stock/ETF (BOND) 0.1 $255k 2.8k 91.62
Green Plains Partners Stock/ETF 0.1 $252k 20k 12.94
iShares Preferred & Income Securities ETF Stock/ETF (PFF) 0.1 $228k 7.4k 30.93
Invesco Preferred ETF Stock/ETF (PGX) 0.1 $226k 20k 11.37
Werner Enterprises Stock/ETF (WERN) 0.1 $201k 4.5k 44.18
Ford Motor Company Stock/ETF (F) 0.1 $198k 13k 15.13
ServiceNow Stock/ETF (NOW) 0.1 $189k 336.00 561.97
Intuitive Surgical Stock/ETF (ISRG) 0.1 $186k 545.00 341.63
iShares S&P 500 Growth ETF Stock/ETF (IVW) 0.1 $185k 2.6k 70.48
Chargepoint Holdings Stock/ETF (CHPT) 0.1 $180k 21k 8.79
Valley National Bancorp Stock/ETF (VLY) 0.1 $178k 23k 7.75
Boston Scientific Stock/ETF (BSX) 0.0 $161k 3.0k 54.09
Vishay Intertechnology Stock/ETF (VSH) 0.0 $159k 5.4k 29.40
iShares MSCI USA Quality Factor ETF Stock/ETF (QUAL) 0.0 $156k 1.2k 134.87
Markel Corp Stock/ETF (MKL) 0.0 $155k 112.00 1383.18
iShares ESG MSCI USA Leaders ETF Stock/ETF (SUSL) 0.0 $152k 2.0k 77.42
Caterpillar Stock/ETF (CAT) 0.0 $145k 590.00 246.05
Paccar Stock/ETF (PCAR) 0.0 $145k 1.7k 83.64
Home Depot Stock/ETF (HD) 0.0 $140k 452.00 310.64
Waste Management Stock/ETF (WM) 0.0 $139k 800.00 173.42
Uber Technologies Stock/ETF (UBER) 0.0 $136k 3.1k 43.17
Albemarle Corp Stock/ETF (ALB) 0.0 $130k 583.00 223.02
General Motors Stock/ETF (GM) 0.0 $124k 3.2k 38.56
Barings BDC Stock/ETF (BBDC) 0.0 $121k 15k 7.84
Zoetis Stock/ETF (ZTS) 0.0 $115k 670.00 172.27
Veeva Systems Stock/ETF (VEEV) 0.0 $115k 581.00 197.73
Hologic Stock/ETF (HOLX) 0.0 $113k 1.4k 80.97
Nike Inc Class B Stock/ETF (NKE) 0.0 $110k 1.0k 110.37
Wayfair Stock/ETF (W) 0.0 $110k 1.7k 65.01
US Bancorp Stock/ETF (USB) 0.0 $109k 3.3k 33.04
iShares JP Morgan USD Emerging Mrkts Bond ETF Stock/ETF (EMB) 0.0 $101k 1.2k 86.50
Hartford Financial Svcs Stock/ETF (HIG) 0.0 $101k 1.4k 72.02
Cincinnati Financial Stock/ETF (CINF) 0.0 $100k 1.0k 97.34
SPDR Utilities Select Sector Stock/ETF (XLU) 0.0 $98k 1.5k 65.44
NuShares ESG Emerging Markets Equity ETF Stock/ETF (NUEM) 0.0 $95k 3.5k 27.31
Invesco QQQ Trust Series 1 Stock/ETF (QQQ) 0.0 $94k 255.00 369.42
Innovator S&P 500 Power Buffer ETF - February Stock/ETF (PFEB) 0.0 $93k 3.0k 30.79
Eaton Corp Stock/ETF (ETN) 0.0 $93k 460.00 201.10
Innovator S&P 500 Power Buffer ETF - May Stock/ETF (PMAY) 0.0 $88k 3.0k 29.85
Vanguard Total Intl Stock Index Stock/ETF (VXUS) 0.0 $88k 1.6k 56.08
Johnson Controls International Stock/ETF (JCI) 0.0 $87k 1.3k 68.14
VanEck Low Carbon Energy Stock/ETF (SMOG) 0.0 $87k 709.00 122.18
Procter & Gamble Stock/ETF (PG) 0.0 $85k 561.00 151.74
Expeditors International of Wash Stock/ETF (EXPD) 0.0 $84k 696.00 121.13
Netflix Stock/ETF (NFLX) 0.0 $82k 187.00 440.49
Vanguard Extended Market Index Stock/ETF (VXF) 0.0 $82k 548.00 148.83
VanEck Inflation Allocation ETF Stock/ETF (RAAX) 0.0 $80k 3.2k 24.99
Aptus Defined Risk Stock/ETF (DRSK) 0.0 $79k 3.2k 24.86
Vanguard Large-Cap Index Fund ETF Stock/ETF (VV) 0.0 $78k 385.00 202.72
CVS Health Corp Stock/ETF (CVS) 0.0 $76k 1.1k 69.13
Zillow Group Inc C Stock/ETF (Z) 0.0 $75k 1.5k 50.26
SPDR Gold Shares Stock/ETF (GLD) 0.0 $73k 408.00 178.27
Gilead Sciences Stock/ETF (GILD) 0.0 $72k 936.00 77.07
Fortune Brands Innovations Stock/ETF (FBIN) 0.0 $72k 1.0k 71.95
Spotify Technology SA Stock/ETF (SPOT) 0.0 $71k 445.00 160.55
Horizon Kinetics Inflation Beneficiaries ETF Stock/ETF (INFL) 0.0 $70k 2.3k 30.56
iShares Edge MSCI Min Vol USA ETF Stock/ETF (USMV) 0.0 $69k 928.00 74.33
First Tr Exchng Traded Fd Viii Ft Cboe Deep Bfr Stock/ETF (DDEC) 0.0 $68k 2.0k 33.75
Merck & Co Stock/ETF (MRK) 0.0 $66k 569.00 115.39
Viatris Stock/ETF (VTRS) 0.0 $65k 6.5k 9.98
Itt Stock/ETF (ITT) 0.0 $65k 700.00 93.21
Kroger Company Stock/ETF (KR) 0.0 $65k 1.4k 47.00
WisdomTree High Dividend Fund Stock/ETF (DHS) 0.0 $64k 800.00 79.57
Xtrackers MSCI ACWI ex USA ESG Ldrs Eq Stock/ETF (EMCR) 0.0 $63k 2.4k 26.92
Innovator S&P 500 Power Buffer ETF - August Stock/ETF (PAUG) 0.0 $63k 2.0k 31.20
Regeneron Pharmaceuticals Stock/ETF (REGN) 0.0 $63k 87.00 718.54
iShares Biotechnology ETF Stock/ETF (IBB) 0.0 $62k 489.00 126.87
Cambria Emerging Markets Shareholder Yield Stock/ETF (EYLD) 0.0 $62k 2.2k 27.83
FT Cboe Vest US Equity Deep Bffr ETF Feb Stock/ETF (DFEB) 0.0 $59k 1.7k 35.36
Marathon Petroleum Corp Stock/ETF (MPC) 0.0 $58k 495.00 116.60
Proshares Trust S&P 500 Aristocrats Stock/ETF (NOBL) 0.0 $57k 608.00 94.26
Invesco Solar ETF Stock/ETF (TAN) 0.0 $57k 799.00 71.42
Aim Etf Products Trust Us Lrg Cp Buf20 Stock/ETF (DECW) 0.0 $55k 2.0k 26.87
CME Group Stock/ETF (CME) 0.0 $53k 286.00 185.29
Global X Robotics & Artificial Intelligence ETF Stock/ETF (BOTZ) 0.0 $52k 1.8k 28.74
iShares Expanded Tech Software-Sector ETF Stock/ETF (IGV) 0.0 $49k 141.00 344.77
Deere & Company Stock/ETF (DE) 0.0 $48k 119.00 405.19
Alibaba Group Holding Stock/ETF (BABA) 0.0 $47k 567.00 83.35
Hartford Multifactor Developed Markets Stock/ETF (RODM) 0.0 $46k 1.8k 26.32
iShares MSCI EAFE Growth ETF Stock/ETF (EFG) 0.0 $46k 478.00 95.48
Dow Stock/ETF (DOW) 0.0 $45k 842.00 53.26
NVR Stock/ETF (NVR) 0.0 $45k 7.00 6350.57
WisdomTree EmMkts ex-Stt-Ownd Entrprs Stock/ETF (XSOE) 0.0 $42k 1.5k 27.94
JPMorgan Ultra-Short Income ETF Stock/ETF (JPST) 0.0 $42k 827.00 50.15
First Tr Enhanced Short Maturity Stock/ETF (FTSM) 0.0 $41k 694.00 59.43
Crispr Therapeutics Stock/ETF (CRSP) 0.0 $40k 717.00 56.14
Collegium Pharmaceutical Stock/ETF (COLL) 0.0 $40k 1.9k 21.49
iShares Global Clean Energy ETF Stock/ETF (ICLN) 0.0 $39k 2.1k 18.40
Columbia Etf Tr I Diversified Fxd Stock/ETF (DIAL) 0.0 $39k 2.2k 17.61
Devon Energy Corporation Stock/ETF (DVN) 0.0 $39k 800.00 48.34
American Electric Power Stock/ETF (AEP) 0.0 $39k 459.00 84.20
iShares Silver Trust ETF Stock/ETF (SLV) 0.0 $38k 1.8k 20.89
First Solar Stock/ETF (FSLR) 0.0 $36k 191.00 190.09
AllianzIM US Large Cap Buffer20 Apr ETF Stock/ETF (APRW) 0.0 $36k 1.3k 28.10
AllianzIM US Large Cap Buffer20 Jul ETF Stock/ETF (JULW) 0.0 $36k 1.2k 29.80
Eversource Energy Stock/ETF (ES) 0.0 $36k 502.00 70.92
Newmont Corporation Stock/ETF (NEM) 0.0 $35k 828.00 42.66
Sonos Stock/ETF (SONO) 0.0 $34k 2.1k 16.33
Siren Etf Tr Divcn LDRS Stock/ETF (LEAD) 0.0 $33k 581.00 56.41
iShares National Muni Bond Stock/ETF (MUB) 0.0 $33k 306.00 106.73
United Parcel Service Stock/ETF (UPS) 0.0 $32k 180.00 179.25
Zoom Video Communications Stock/ETF (ZM) 0.0 $32k 468.00 67.88
Carlyle Group Stock/ETF (CG) 0.0 $31k 959.00 31.95
Block Stock/ETF (SQ) 0.0 $31k 459.00 66.57
Invesco Global Clean Energy Stock/ETF (PBD) 0.0 $31k 1.6k 18.90
CION Investment Corporation Stock/ETF (CION) 0.0 $30k 2.9k 10.38
KLA Corp Stock/ETF (KLAC) 0.0 $29k 60.00 485.02
SPDR Technology Select Sector Stock/ETF (XLK) 0.0 $28k 162.00 174.06
IQ Merger Arbitrage Stock/ETF (MNA) 0.0 $27k 849.00 31.18
Deckers Outdoor Corp Stock/ETF (DECK) 0.0 $26k 50.00 527.66
VanEck High Yield Muni Stock/ETF (HYD) 0.0 $25k 484.00 51.34
First Tr Capital Strength ETF Db Strategic Value Index Stock/ETF (FTCS) 0.0 $25k 329.00 75.08
Tenet Healthcare Corp Stock/ETF (THC) 0.0 $24k 297.00 81.38
Shell PLC A Spons Stock/ETF (SHEL) 0.0 $22k 364.00 60.38
First Trust Value Line Dividend Index Fund Stock/ETF (FVD) 0.0 $21k 529.00 40.09
Nokia Corp Stock/ETF (NOK) 0.0 $21k 5.0k 4.16
Aspen Technology Stock/ETF (AZPN) 0.0 $21k 123.00 167.61
DexCom Stock/ETF (DXCM) 0.0 $21k 160.00 128.51
Global X Uranium ETF Stock/ETF (URA) 0.0 $20k 910.00 21.70
iShares MSCI Brazil Stock/ETF (EWZ) 0.0 $20k 600.00 32.43
AllianzIM U.S. Large Cap 6 Month Buffer 10 Jan/Jul ETF Stock/ETF (SIXJ) 0.0 $19k 779.00 24.90
Teucrium Wheat Stock/ETF (WEAT) 0.0 $19k 2.9k 6.44
Raytheon Technologies Corp Stock/ETF (RTX) 0.0 $18k 188.00 97.96
Novartis AG Spons Stock/ETF (NVS) 0.0 $18k 180.00 100.91
Unilever Stock/ETF (UL) 0.0 $18k 346.00 52.13
BP Stock/ETF (BP) 0.0 $18k 510.00 35.29
Ion Media Networks Stock/ETF (ION) 0.0 $18k 482.00 37.22
SPDR Portfolio S&P 500 ETF Stock/ETF (SPLG) 0.0 $18k 343.00 52.11
Magellan Midstream Partners Stock/ETF 0.0 $18k 286.00 62.32
Bank of Nova Scotia Stock/ETF (BNS) 0.0 $18k 355.00 50.04
TotalEnergies SE Stock/ETF (TTE) 0.0 $18k 308.00 57.64
iShares 0-5 Year High Yield Corporate Bond Stock/ETF (SHYG) 0.0 $18k 426.00 41.45
Travelers Companies Stock/ETF (TRV) 0.0 $17k 100.00 173.66
Capital One Financial Corp Stock/ETF (COF) 0.0 $17k 158.00 109.37
Agnico Eagle Mines Stock/ETF (AEM) 0.0 $17k 344.00 49.98
Wheaton Precious Metals Corp Stock/ETF (WPM) 0.0 $17k 391.00 43.22
Teucrium Corn Fund Stock/ETF (CORN) 0.0 $17k 755.00 22.19
SPDR Health Care Select Sector Stock/ETF (XLV) 0.0 $16k 124.00 132.37
Palo Alto Networks Stock/ETF (PANW) 0.0 $15k 60.00 255.52
iShares U.S. Medical Devices ETF Stock/ETF (IHI) 0.0 $15k 270.00 56.46
Taiwan Semiconductor Manufacturing Stock/ETF (TSM) 0.0 $15k 150.00 100.92
Optimizerx Corp Stock/ETF (OPRX) 0.0 $14k 1.0k 14.29
Ulta Beauty Stock/ETF (ULTA) 0.0 $14k 30.00 470.60
Cigna Group Stock/ETF (CI) 0.0 $14k 48.00 280.60
Zscaler Stock/ETF (ZS) 0.0 $13k 90.00 146.30
Invesco DB Agriculture Stock/ETF (DBA) 0.0 $13k 615.00 21.07
Tyson Foods Stock/ETF (TSN) 0.0 $12k 238.00 51.04
Green Plains Stock/ETF (GPRE) 0.0 $12k 364.00 32.21
Masterbrand Stock/ETF (MBC) 0.0 $12k 1.0k 11.63
Northwest Natural Hldg Stock/ETF (NWN) 0.0 $11k 263.00 43.00
T-Mobile US Stock/ETF (TMUS) 0.0 $11k 81.00 138.90
Marathon Oil Corp Stock/ETF (MRO) 0.0 $11k 484.00 23.02
Crowdstrike Hldgs Inc Cl A Stock/ETF (CRWD) 0.0 $11k 75.00 146.87
Sage Therapeutics Stock/ETF (SAGE) 0.0 $11k 232.00 47.02
Sun Power Corporation Stock/ETF (SPWR) 0.0 $11k 1.1k 9.80
Pioneer Natural Resources Stock/ETF (PXD) 0.0 $10k 50.00 207.18
Delta Air Lines Stock/ETF (DAL) 0.0 $10k 213.00 47.54
Invesco CEF Income Composite Stock/ETF (PCEF) 0.0 $9.3k 515.00 18.09
Walt Disney Stock/ETF (DIS) 0.0 $9.1k 102.00 89.41
Burlington Stores Stock/ETF (BURL) 0.0 $7.9k 50.00 157.40
Surmodics Stock/ETF (SRDX) 0.0 $7.5k 238.00 31.31
Enbridge Stock/ETF (ENB) 0.0 $7.4k 200.00 37.15
Citigroup Stock/ETF (C) 0.0 $7.3k 158.00 46.04
Textron Stock/ETF (TXT) 0.0 $7.1k 105.00 67.63
Buckle Stock/ETF (BKE) 0.0 $6.9k 200.00 34.60
Etf Opportunities Tr Amern Conservative Values Etf Stock/ETF (ACVF) 0.0 $6.6k 196.00 33.85
Invesco S&P 500 High Dividend Low Volatility ETF Stock/ETF (SPHD) 0.0 $6.5k 158.00 41.35
Bank of America Corp Stock/ETF (BAC) 0.0 $6.2k 217.00 28.69
Duke Energy Corp Stock/ETF (DUK) 0.0 $6.2k 69.00 89.74
American Express Stock/ETF (AXP) 0.0 $6.1k 35.00 174.20
PayPal Holdings Stock/ETF (PYPL) 0.0 $6.0k 90.00 66.73
Niocorp Developments Stock/ETF (NB) 0.0 $6.0k 1.2k 5.03
RITHM Capital Corp Stock/ETF (RITM) 0.0 $5.9k 634.00 9.35
NextEra Energy Stock/ETF (NEE) 0.0 $5.7k 77.00 74.19
Norfolk Southern Corp Stock/ETF (NSC) 0.0 $5.7k 25.00 226.76
Goldman Sachs Group Stock/ETF (GS) 0.0 $5.5k 17.00 322.53
Enterprise Products Partners Stock/ETF (EPD) 0.0 $5.3k 200.00 26.35
First Trust Large Cap Core Alphadex Stock/ETF (FEX) 0.0 $5.2k 62.00 84.18
Manulife Financial Corp Stock/ETF (MFC) 0.0 $5.2k 275.00 18.91
iShares Global Tech ETF Stock/ETF (IXN) 0.0 $5.1k 82.00 62.09
Quantumscape Corp Com Cl A Stock/ETF (QS) 0.0 $5.0k 628.00 7.99
Adient Stock/ETF (ADNT) 0.0 $4.4k 116.00 38.32
Fuelcell Energy Stock/ETF (FCEL) 0.0 $4.3k 2.0k 2.16
Chipotle Mexican Grill Stock/ETF (CMG) 0.0 $4.3k 2.00 2139.00
Bitwise Crypto Industry Innovators ETF Stock/ETF (BITQ) 0.0 $4.2k 518.00 8.05
Maxeon Solar Technologies Stock/ETF (MAXN) 0.0 $3.7k 133.00 28.16
United States Natural Gas ETF Stock/ETF 0.0 $3.7k 500.00 7.42
Sofi Technologies Stock/ETF (SOFI) 0.0 $3.5k 419.00 8.34
MGM Resorts International Stock/ETF (MGM) 0.0 $3.2k 74.00 43.92
Coca Cola Company Stock/ETF (KO) 0.0 $3.2k 53.00 60.23
Advisorshares Tr Q Dynamic Growth Stock/ETF (QPX) 0.0 $2.9k 101.00 28.54
Truist Financial Corp Stock/ETF (TFC) 0.0 $2.8k 92.00 30.35
Vanguard High Dividend Yield Stock/ETF (VYM) 0.0 $2.4k 23.00 106.09
Global X MLP & Energy Infrastructure Stock/ETF (MLPX) 0.0 $2.4k 57.00 41.56
First Trust RiverFront Dynamic Eurp ETF Stock/ETF (RFEU) 0.0 $2.3k 38.00 60.00
First TR Morningstar Divid Leaders Index Stock/ETF (FDL) 0.0 $2.3k 67.00 34.01
Zimvie Stock/ETF (ZIMV) 0.0 $2.0k 180.00 11.23
Global X Social Media ETF Stock/ETF (SOCL) 0.0 $2.0k 55.00 36.73
Global X Nasdaq 100 Covered Call ETF Stock/ETF (QYLD) 0.0 $2.0k 113.00 17.75
Schwab US TIPS Stock/ETF (SCHP) 0.0 $1.9k 37.00 52.43
Vanguard Short-Term Bond Index ETF Stock/ETF (BSV) 0.0 $1.9k 25.00 76.04
Bath & Body Works Stock/ETF (BBWI) 0.0 $1.8k 48.00 37.29
Global X SuperDividend Stock/ETF (SDIV) 0.0 $1.8k 79.00 22.58
Warner Bros Discovery Inc Series A Stock/ETF (WBD) 0.0 $1.7k 139.00 12.54
General Electric Company Stock/ETF (GE) 0.0 $1.5k 14.00 110.57
Trade Desk Inc Com Cl A Stock/ETF (TTD) 0.0 $1.5k 20.00 77.20
Vanguard Total Bond Market Stock/ETF (BND) 0.0 $1.5k 20.00 72.70
Innovator S&P 500 Power Buffer ETF - April Stock/ETF (PAPR) 0.0 $1.4k 46.00 30.89
Ventas Stock/ETF (VTR) 0.0 $1.4k 30.00 47.27
Teladoc Health Stock/ETF (TDOC) 0.0 $1.3k 52.00 25.33
Coinbase Stock/ETF (COIN) 0.0 $1.3k 18.00 71.56
Lemonade Stock/ETF (LMND) 0.0 $1.1k 68.00 16.85
American Strategic Invest Co A Stock/ETF (NYC) 0.0 $989.000000 125.00 7.91
Phenixfin Corp Stock/ETF (PFX) 0.0 $950.000000 25.00 38.00
Indie Semiconductor Inc A Stock/ETF (INDI) 0.0 $940.000000 100.00 9.40
At&t Stock/ETF (T) 0.0 $892.001600 56.00 15.93
Twilio Inc Cl A Stock/ETF (TWLO) 0.0 $891.000600 14.00 63.64
US Steel Corp Stock/ETF (X) 0.0 $750.000000 30.00 25.00
Okta Inc Com Cl A Stock/ETF (OKTA) 0.0 $694.000000 10.00 69.40
Lucid Group Stock/ETF (LCID) 0.0 $689.000000 100.00 6.89
Snap Stock/ETF (SNAP) 0.0 $686.998400 58.00 11.84
Kyndryl Hldgs Stock/ETF (KD) 0.0 $676.999500 51.00 13.27
Pinterest Inc Cl A Stock/ETF (PINS) 0.0 $573.999300 21.00 27.33
Roblox Corp CL A Stock/ETF (RBLX) 0.0 $524.000100 13.00 40.31
Sangamo Therapeutics Stock/ETF (SGMO) 0.0 $520.000000 400.00 1.30
ETFMG Alternative Harvest Stock/ETF 0.0 $502.000800 168.00 2.99
Innovator S&P 500 Power Buffer ETF - September Stock/ETF (PSEP) 0.0 $451.000200 14.00 32.21
Etsy Stock/ETF (ETSY) 0.0 $423.000000 5.00 84.60
BSQUARE Corp Stock/ETF 0.0 $418.986400 322.00 1.30
Rivian Automotive Stock/ETF (RIVN) 0.0 $400.000800 24.00 16.67
iShares Core S&P Total US Stock Market Stock/ETF (ITOT) 0.0 $391.000000 4.00 97.75
Nektar Therapeutics Stock/ETF (NKTR) 0.0 $380.028000 660.00 0.58
Remark Hldgs Stock/ETF (MARK) 0.0 $371.982000 380.00 0.98
Brighthouse Finl Stock/ETF (BHF) 0.0 $330.999900 7.00 47.29
Victorias Secret And Stock/ETF (VSCO) 0.0 $261.000000 15.00 17.40
Micron Technology Stock/ETF (MU) 0.0 $252.000000 4.00 63.00
Talos Energy Stock/ETF (TALO) 0.0 $236.000800 17.00 13.88
Travel Leisure Stock/ETF (TNL) 0.0 $202.000000 5.00 40.40
iShares Core MSCI Total International Stock ETF Stock/ETF (IXUS) 0.0 $188.000100 3.00 62.67
Gannett Stock/ETF (GCI) 0.0 $181.998900 81.00 2.25
Westport Fuel Systems Stock/ETF (WPRT) 0.0 $153.000000 20.00 7.65
Jazz Pharmaceuticals Stock/ETF (JAZZ) 0.0 $124.000000 1.00 124.00
iShares Core Total USD Bond Market Stock/ETF (IUSB) 0.0 $91.000000 2.00 45.50
Acelrx Pharmaceuticals Stock/ETF (TLPH) 0.0 $83.002500 75.00 1.11
Canopy Growth Corporation Stock/ETF 0.0 $68.006400 176.00 0.39
DuPont de Nemours Stock/ETF (DD) 0.0 $44.000000 1.00 44.00
Orion Office REIT Stock/ETF (ONL) 0.0 $30.000000 5.00 6.00
Capstone Green Energy Corp Stock/ETF 0.0 $6.000000 5.00 1.20
Dover Corp Stock/ETF (DOV) 0.0 $0 0 0.00
Nelnet Stock/ETF (NNI) 0.0 $0 0 0.00