Burns Wealth Management

Latest statistics and disclosures from Exencial Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Exencial Wealth Advisors

Exencial Wealth Advisors holds 488 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
Apple (AAPL) 3.5 $94M +7% 545k 171.48
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Microsoft Corporation (MSFT) 3.4 $91M -6% 216k 420.72
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Vanguard Index Fds Value Etf (VTV) 2.5 $68M +52% 415k 162.86
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Vanguard Index Fds Sm Cp Val Etf (VBR) 2.4 $64M -2% 333k 191.88
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Alphabet Cap Stk Cl C (GOOG) 1.9 $51M +41% 332k 152.26
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Amazon (AMZN) 1.9 $51M 280k 180.38
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $46M 108k 420.52
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Meta Platforms Cl A (META) 1.4 $37M -27% 76k 485.58
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Vanguard Index Fds Growth Etf (VUG) 1.3 $36M +103% 104k 344.20
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Ishares Tr Sp Smcp600vl Etf (IJS) 1.3 $36M +11% 348k 102.76
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UnitedHealth (UNH) 1.3 $35M +20% 71k 494.70
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Ishares Tr Core S&p500 Etf (IVV) 1.3 $34M -10% 66k 525.73
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 1.1 $30M 848k 35.61
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.1 $30M +10% 178k 169.37
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Mastercard Incorporated Cl A (MA) 1.1 $29M +5% 61k 481.57
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Visa Com Cl A (V) 1.0 $27M +4% 97k 279.08
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.0 $27M +18% 331k 81.43
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Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 1.0 $26M -2% 732k 35.47
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Intercontinental Exchange (ICE) 1.0 $26M 186k 137.43
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Ge Healthcare Technologies I Common Stock (GEHC) 0.9 $24M +38% 269k 90.91
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NVIDIA Corporation (NVDA) 0.9 $24M +290% 27k 903.58
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L3harris Technologies (LHX) 0.9 $24M +2% 110k 213.10
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Ishares Tr Eafe Value Etf (EFV) 0.9 $24M -3% 431k 54.40
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $23M +13% 293k 77.31
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Asml Holding N V N Y Registry Shs (ASML) 0.8 $23M +1238% 23k 970.45
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.8 $22M +83% 724k 30.10
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $21M +11% 45k 480.70
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Costco Wholesale Corporation (COST) 0.8 $21M -20% 29k 732.63
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Oracle Corporation (ORCL) 0.8 $21M 167k 125.61
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.8 $21M +125% 80k 260.72
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Qualcomm (QCOM) 0.8 $21M 123k 169.30
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Canadian Natural Resources (CNQ) 0.8 $20M -5% 266k 76.32
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International Flavors & Fragrances (IFF) 0.8 $20M 236k 85.99
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Dimensional Etf Trust Internatnal Val (DFIV) 0.7 $20M +17% 546k 36.75
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S&p Global (SPGI) 0.7 $20M 46k 425.45
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Abbott Laboratories (ABT) 0.7 $20M +198% 172k 113.66
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $20M 129k 150.93
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Becton, Dickinson and (BDX) 0.7 $19M +42% 79k 247.45
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Constellation Brands Cl A (STZ) 0.7 $19M +5% 71k 271.76
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Ishares Core Msci Emkt (IEMG) 0.7 $19M +15% 372k 51.60
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Ishares Tr Core Msci Eafe (IEFA) 0.7 $19M +5% 257k 74.22
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Wabtec Corporation (WAB) 0.7 $19M +25% 131k 145.68
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $19M +4% 235k 80.63
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Vanguard Index Fds Mid Cap Etf (VO) 0.7 $18M 74k 249.86
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Vanguard World Mega Cap Index (MGC) 0.7 $18M -3% 95k 186.87
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Medtronic SHS (MDT) 0.6 $17M 195k 87.15
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.6 $17M +461% 312k 54.43
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $17M +16% 177k 94.62
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Accenture Plc Ireland Shs Class A (ACN) 0.6 $16M -26% 47k 346.61
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Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $16M +467% 134k 120.99
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Willis Towers Watson SHS (WTW) 0.6 $16M 58k 275.00
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Chevron Corporation (CVX) 0.6 $16M +7% 100k 157.74
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Spdr Gold Tr Gold Shs (GLD) 0.6 $16M 77k 205.72
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Fortinet (FTNT) 0.6 $16M +2% 228k 68.31
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Caci Intl Cl A (CACI) 0.6 $15M +3% 40k 378.83
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $15M +90% 190k 80.51
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.6 $15M -5% 1.1M 13.87
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Ishares Tr Core Us Aggbd Et (AGG) 0.6 $15M -15% 152k 97.94
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Arthur J. Gallagher & Co. (AJG) 0.5 $15M NEW 58k 250.04
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Ansys (ANSS) 0.5 $14M NEW 41k 347.16
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $14M +974% 339k 41.77
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Diageo Spon Adr New (DEO) 0.5 $14M +196% 92k 148.74
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Novartis Sponsored Adr (NVS) 0.5 $14M -5% 141k 96.73
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Stmicroelectronics N V Ny Registry (STM) 0.5 $13M +9% 310k 43.24
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Electronic Arts (EA) 0.5 $13M -22% 100k 132.67
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Raytheon Technologies Corp (RTX) 0.5 $13M -3% 136k 97.53
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Merck & Co (MRK) 0.5 $13M +12% 98k 131.95
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $13M -7% 25k 523.07
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.5 $13M +627% 93k 136.05
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $13M -6% 198k 63.33
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Dollar General (DG) 0.4 $12M 77k 156.06
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Eaton Corp SHS (ETN) 0.4 $12M -9% 38k 312.68
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Iqvia Holdings (IQV) 0.4 $12M 48k 252.89
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Ishares Msci Emrg Chn (EMXC) 0.4 $12M 203k 57.57
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.4 $12M +439% 362k 31.99
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Evergy (EVRG) 0.4 $11M -2% 210k 53.38
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Dimensional Etf Trust Us High Profitab (DUHP) 0.4 $11M +55% 341k 31.61
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Kla Corp Com New (KLAC) 0.4 $11M +1463% 15k 698.55
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Crown Castle Intl (CCI) 0.4 $11M +5% 99k 105.83
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $10M +3% 346k 30.22
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Quest Diagnostics Incorporated (DGX) 0.4 $10M +3% 75k 133.11
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $9.9M -2% 85k 116.84
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.4 $9.9M +56% 363k 27.19
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Adobe Systems Incorporated (ADBE) 0.4 $9.8M -40% 20k 504.61
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Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $9.7M +26% 113k 86.48
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Vanguard Index Fds Small Cp Etf (VB) 0.4 $9.6M 42k 228.59
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $9.6M +1200% 125k 76.67
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Dimensional Etf Trust Us Real Estate E (DFAR) 0.4 $9.5M NEW 426k 22.37
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.4 $9.4M +13% 159k 59.24
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Haleon Spon Ads (HLN) 0.4 $9.4M +2% 1.1M 8.49
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Abbvie (ABBV) 0.3 $9.2M -15% 51k 182.10
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $9.2M -15% 92k 99.43
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Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.3 $9.0M +54% 348k 25.96
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $9.0M +344% 123k 72.63
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Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.3 $8.9M -7% 320k 27.76
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $8.8M 56k 155.91
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $8.7M -3% 212k 40.90
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $8.6M 19k 444.00
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $8.6M -3% 220k 39.02
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $8.4M +6% 140k 60.30
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.3 $8.3M +282% 276k 29.99
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $8.2M +513% 164k 50.17
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $8.2M +13% 331k 24.72
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Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $8.1M +375% 133k 60.74
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Ishares Tr S&p 500 Val Etf (IVE) 0.3 $7.4M -2% 40k 186.81
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Johnson & Johnson (JNJ) 0.3 $7.4M +2% 47k 158.19
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $7.4M 35k 210.30
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $7.1M +3% 65k 108.92
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $7.0M -2% 83k 84.44
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Ishares Tr Pfd And Incm Sec (PFF) 0.3 $7.0M -25% 218k 32.23
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Marsh & McLennan Companies (MMC) 0.3 $7.0M -5% 34k 205.98
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Pimco Etf Tr 0-5 High Yield (HYS) 0.3 $7.0M +6% 75k 93.48
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $6.8M -12% 131k 52.16
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Waste Management (WM) 0.3 $6.8M -3% 32k 213.15
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Ishares Tr Core Intl Aggr (IAGG) 0.3 $6.7M -5% 135k 49.95
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.3 $6.7M +3% 118k 57.03
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JPMorgan Chase & Co. (JPM) 0.2 $6.4M +11% 32k 200.30
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $6.3M NEW 83k 75.98
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Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.2 $6.3M +3% 201k 31.10
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Barclays Bank Ipath Selct Mlp (ATMP) 0.2 $6.2M +3% 257k 24.13
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $6.0M +2143% 122k 49.05
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Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $5.8M -7% 31k 187.35
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Ishares U S Etf Tr Blackrock Sh Dur (NEAR) 0.2 $5.8M 115k 50.46
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Amgen (AMGN) 0.2 $5.7M +6% 20k 284.32
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Eli Lilly & Co. (LLY) 0.2 $5.6M 7.2k 777.92
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Coca-Cola Company (KO) 0.2 $5.6M -11% 91k 61.18
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Emerson Electric (EMR) 0.2 $5.5M +16% 49k 113.42
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $5.4M NEW 59k 92.72
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Fidelity Covington Trust Low Volity Etf (FDLO) 0.2 $5.0M +4% 90k 56.18
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Alcon Ord Shs (ALC) 0.2 $4.9M -10% 58k 83.29
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.2 $4.8M +10% 72k 67.39
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Ishares Tr National Mun Etf (MUB) 0.2 $4.8M NEW 45k 107.60
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CVS Caremark Corporation (CVS) 0.2 $4.5M 57k 79.76
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Exxon Mobil Corporation (XOM) 0.2 $4.4M +2% 38k 116.24
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Pepsi (PEP) 0.2 $4.4M 25k 175.01
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Public Storage (PSA) 0.2 $4.4M -15% 15k 290.06
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Lowe's Companies (LOW) 0.2 $4.4M -5% 17k 254.72
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $4.4M +974% 70k 62.06
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Oneok (OKE) 0.2 $4.4M +8% 54k 80.17
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.2 $4.3M +12% 102k 42.14
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $4.2M -12% 64k 65.65
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Shell Spon Ads (SHEL) 0.2 $4.2M -9% 63k 67.04
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Cdw (CDW) 0.2 $4.1M -4% 16k 255.78
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $4.1M -10% 97k 42.11
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $4.1M +413% 80k 50.60
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Icon SHS (ICLR) 0.2 $4.0M -7% 12k 335.95
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Phillips 66 (PSX) 0.1 $4.0M -23% 24k 163.34
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $3.9M +128% 79k 49.19
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $3.9M -3% 107k 36.19
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $3.9M NEW 37k 104.73
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McDonald's Corporation (MCD) 0.1 $3.8M 14k 281.95
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $3.8M 65k 58.65
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Unilever Spon Adr New (UL) 0.1 $3.8M -11% 76k 50.19
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TJX Companies (TJX) 0.1 $3.8M -3% 37k 101.42
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $3.7M +111% 66k 56.98
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Transunion (TRU) 0.1 $3.7M +11% 47k 79.80
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Suncor Energy (SU) 0.1 $3.7M -17% 101k 36.91
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Keurig Dr Pepper (KDP) 0.1 $3.6M +418% 116k 30.67
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Ss&c Technologies Holding (SSNC) 0.1 $3.5M +11% 55k 64.37
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $3.5M +280% 138k 25.44
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Tesla Motors (TSLA) 0.1 $3.5M -85% 20k 175.79
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Danaher Corporation (DHR) 0.1 $3.5M -4% 14k 249.72
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Ishares Tr Tips Bd Etf (TIP) 0.1 $3.5M +44% 32k 107.41
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Capital Group International SHS (CGIE) 0.1 $3.5M NEW 119k 29.01
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Sherwin-Williams Company (SHW) 0.1 $3.4M +31% 9.8k 347.32
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American Electric Power Company (AEP) 0.1 $3.3M -4% 39k 86.10
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ConocoPhillips (COP) 0.1 $3.3M -15% 26k 127.28
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Ishares Tr Core Msci Intl (IDEV) 0.1 $3.3M NEW 49k 67.13
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Verizon Communications (VZ) 0.1 $3.2M -4% 77k 41.96
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Targa Res Corp (TRGP) 0.1 $3.2M NEW 29k 111.99
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Microchip Technology (MCHP) 0.1 $3.2M +3% 36k 89.71
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Enterprise Products Partners (EPD) 0.1 $3.2M +73% 109k 29.18
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Novo-nordisk A S Adr (NVO) 0.1 $2.9M 23k 128.40
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Stryker Corporation (SYK) 0.1 $2.9M 8.0k 357.86
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Allegion Ord Shs (ALLE) 0.1 $2.9M +69% 21k 134.71
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Home Depot (HD) 0.1 $2.8M +17% 7.4k 383.62
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Humana (HUM) 0.1 $2.8M +557% 8.1k 346.73
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Northrop Grumman Corporation (NOC) 0.1 $2.8M 5.8k 478.63
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Sanofi Sponsored Adr (SNY) 0.1 $2.8M +13% 57k 48.60
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $2.7M 31k 88.42
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Coca-cola Europacific Partne SHS (CCEP) 0.1 $2.7M -7% 39k 69.95
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Texas Instruments Incorporated (TXN) 0.1 $2.7M -5% 16k 174.22
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Ssga Active Tr Spdr Dbleln Shrt (STOT) 0.1 $2.7M -12% 57k 46.99
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Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $2.7M NEW 99k 26.94
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Williams Companies (WMB) 0.1 $2.6M +317% 66k 38.97
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Procter & Gamble Company (PG) 0.1 $2.5M +8% 16k 162.25
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Cognizant Technology Solutio Cl A (CTSH) 0.1 $2.5M +2% 34k 73.29
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $2.5M +193% 14k 182.62
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United Parcel Service CL B (UPS) 0.1 $2.5M 17k 148.63
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Lockheed Martin Corporation (LMT) 0.1 $2.4M +19% 5.4k 454.90
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Laboratory Corp Amer Hldgs Com New (LH) 0.1 $2.4M -5% 11k 218.46
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BlackRock (BLK) 0.1 $2.4M -3% 2.9k 833.59
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $2.3M 6.8k 337.06
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Sap Se Spon Adr (SAP) 0.1 $2.3M -9% 12k 195.03
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Cigna Corp (CI) 0.1 $2.3M 6.3k 363.18
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Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $2.3M +4% 37k 60.78
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International Business Machines (IBM) 0.1 $2.2M -16% 12k 190.96
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Schwab Strategic Tr Internl Divid (SCHY) 0.1 $2.2M -9% 93k 24.26
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Pfizer (PFE) 0.1 $2.2M -23% 81k 27.75
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Chubb (CB) 0.1 $2.2M 8.6k 259.13
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GSK Sponsored Adr (GSK) 0.1 $2.2M -3% 51k 42.87
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Enbridge (ENB) 0.1 $2.2M -27% 60k 36.18
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $2.1M +3% 13k 164.35
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Cisco Systems (CSCO) 0.1 $2.1M -31% 42k 49.91
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Verisk Analytics (VRSK) 0.1 $2.1M -7% 8.8k 235.73
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General Dynamics Corporation (GD) 0.1 $2.1M -26% 7.3k 282.51
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Centene Corporation (CNC) 0.1 $2.0M +17% 26k 78.48
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American Tower Reit (AMT) 0.1 $2.0M +18% 10k 197.60
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Tenaris S A Sponsored Ads (TS) 0.1 $2.0M 50k 39.27
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Sei Exchange Traded Funds Enhanced Us Lrg (SEIV) 0.1 $1.9M NEW 62k 30.97
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Caterpillar (CAT) 0.1 $1.9M +5% 5.2k 366.44
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Sei Exchange Traded Funds Enhanced Us Lrg (SEIM) 0.1 $1.9M NEW 59k 32.14
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Broadcom (AVGO) 0.1 $1.9M -4% 1.4k 1325.41
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Global Payments (GPN) 0.1 $1.9M 14k 133.66
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.9M -9% 7.7k 239.75
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Aon Shs Cl A (AON) 0.1 $1.8M +9% 5.5k 333.73
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Yum China Holdings (YUMC) 0.1 $1.8M NEW 46k 39.79
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Select Sector Spdr Tr Technology (XLK) 0.1 $1.8M -2% 8.7k 208.26
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Celsius Hldgs Com New (CELH) 0.1 $1.8M NEW 22k 82.92
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $1.8M NEW 37k 49.24
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Ishares Tr Core Div Grwth (DGRO) 0.1 $1.8M -33% 31k 58.06
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FedEx Corporation (FDX) 0.1 $1.7M -3% 6.0k 289.74
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.7M -7% 22k 79.86
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $1.7M +71% 36k 47.89
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Walt Disney Company (DIS) 0.1 $1.7M +27% 14k 122.36
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Ishares Tr Cre U S Reit Etf (USRT) 0.1 $1.7M 31k 53.80
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Bank of America Corporation (BAC) 0.1 $1.7M -8% 44k 37.92
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Fmc Corp Com New (FMC) 0.1 $1.6M +156% 25k 63.70
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Ishares Tr Global Reit Etf (REET) 0.1 $1.6M +6% 67k 23.68
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.6M 6.1k 259.90
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Advanced Micro Devices (AMD) 0.1 $1.6M +20% 8.7k 180.49
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $1.5M +25% 9.6k 158.81
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salesforce (CRM) 0.1 $1.5M +5% 5.1k 301.20
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One Gas (OGS) 0.1 $1.5M +12% 23k 64.53
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General Mills (GIS) 0.1 $1.4M -32% 21k 69.97
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $1.4M -10% 9.7k 147.73
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Intel Corporation (INTC) 0.1 $1.4M +37% 32k 44.17
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $1.4M +105% 89k 15.73
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Gaming & Leisure Pptys (GLPI) 0.1 $1.4M -36% 30k 46.07
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Applied Materials (AMAT) 0.1 $1.3M +46% 6.5k 206.24
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Altria (MO) 0.0 $1.3M 31k 43.62
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Wal-Mart Stores (WMT) 0.0 $1.3M +217% 22k 60.17
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Telus Ord (TU) 0.0 $1.3M -33% 80k 16.01
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Palo Alto Networks (PANW) 0.0 $1.3M +41% 4.5k 284.13
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Bk Nova Cad (BNS) 0.0 $1.3M +15% 24k 51.78
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Spdr Ser Tr Portfli High Yld (SPHY) 0.0 $1.2M NEW 53k 23.46
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Parker-Hannifin Corporation (PH) 0.0 $1.2M +51% 2.2k 555.71
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Rentokil Initial Sponsored Adr (RTO) 0.0 $1.2M NEW 41k 30.15
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Colgate-Palmolive Company (CL) 0.0 $1.2M -8% 14k 90.05
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At&t (T) 0.0 $1.2M -15% 70k 17.60
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PIMCO Corporate Opportunity Fund (PTY) 0.0 $1.2M 82k 14.87
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Vaneck Etf Trust High Yld Munietf (HYD) 0.0 $1.2M NEW 23k 52.26
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Duke Energy Corp Com New (DUK) 0.0 $1.2M +14% 13k 96.71
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Cnh Indl N V SHS (CNHI) 0.0 $1.2M NEW 92k 12.96
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Gfl Environmental Sub Vtg Shs (GFL) 0.0 $1.2M NEW 33k 34.50
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $1.1M NEW 45k 25.69
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Nxp Semiconductors N V (NXPI) 0.0 $1.1M NEW 4.6k 247.79
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $1.1M +36% 28k 41.08
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Cabot Oil & Gas Corporation (CTRA) 0.0 $1.1M +44% 41k 27.88
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $1.1M -36% 12k 94.66
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $1.1M NEW 109k 10.23
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Nike CL B (NKE) 0.0 $1.1M -71% 12k 93.98
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Fidelity Wise Origin Bitcoin SHS 0.0 $1.1M NEW 18k 62.06
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $1.1M +393% 17k 63.85
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First Tr Exchange-traded Senior Ln Fd (FTSL) 0.0 $1.1M +54% 24k 46.21
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Bristol Myers Squibb (BMY) 0.0 $1.1M -24% 20k 54.23
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Comcast Corp Cl A (CMCSA) 0.0 $1.1M +5% 25k 43.35
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $1.1M -23% 2.5k 417.97
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Equity Residential Sh Ben Int (EQR) 0.0 $1.1M -36% 17k 63.11
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $1.0M +30% 33k 31.95
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $1.0M -10% 12k 89.67
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Wells Fargo & Company (WFC) 0.0 $1.0M +104% 18k 57.96
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $1.0M +8% 17k 62.34
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Proshares Tr Merger Etf (MRGR) 0.0 $1.0M +70% 25k 40.38
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Edwards Lifesciences (EW) 0.0 $1000k NEW 11k 95.56
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Hdfc Bank Sponsored Ads (HDB) 0.0 $995k NEW 18k 55.97
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $987k -25% 39k 25.28
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O'reilly Automotive (ORLY) 0.0 $965k -57% 855.00 1128.62
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Select Sector Spdr Tr Indl (XLI) 0.0 $961k +4% 7.6k 125.95
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AFLAC Incorporated (AFL) 0.0 $946k -7% 11k 85.86
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $935k +2% 8.5k 110.52
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Ark Etf Tr Next Gnrtn Inter (ARKW) 0.0 $935k -7% 11k 83.30
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MPLX Com Unit Rep Ltd (MPLX) 0.0 $929k -8% 22k 41.56
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Dimensional Etf Trust Inflation Prote (DFIP) 0.0 $923k +83% 22k 41.25
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Philip Morris International (PM) 0.0 $917k +12% 10k 91.62
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Wisdomtree Tr Us Midcap Divid (DON) 0.0 $911k +2% 19k 48.77
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Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ) 0.0 $907k NEW 28k 32.17
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Netflix (NFLX) 0.0 $903k +27% 1.5k 607.50
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Dominion Resources (D) 0.0 $872k -15% 18k 49.19
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $851k +95% 3.1k 270.83
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Ishares Tr S&P SML 600 GWT (IJT) 0.0 $829k +9% 6.3k 130.74
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Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.0 $823k NEW 34k 24.51
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.0 $809k -46% 20k 40.05
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CBOE Holdings (CBOE) 0.0 $804k +27% 4.4k 183.73
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3M Company (MMM) 0.0 $802k -6% 7.6k 106.07
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Trane Technologies SHS (TT) 0.0 $792k +3% 2.6k 300.20
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Nutrien (NTR) 0.0 $787k NEW 15k 54.31
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Ishares Tr Ishares Semicdtr (SOXX) 0.0 $782k +184% 3.5k 225.92
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Charles Schwab Corporation (SCHW) 0.0 $770k -93% 11k 72.34
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Us Bancorp Del Com New (USB) 0.0 $769k +49% 17k 44.70
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Sabine Rty Tr Unit Ben Int (SBR) 0.0 $759k 12k 63.21
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Paypal Holdings (PYPL) 0.0 $757k +97% 11k 66.99
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Infosys Sponsored Adr (INFY) 0.0 $736k +41% 41k 17.93
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $727k +9% 1.3k 556.22
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Abrdn Etfs Bbrg All Comd K1 (BCI) 0.0 $726k NEW 37k 19.77
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Kemper Corp Del (KMPR) 0.0 $724k 12k 61.92
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Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $718k 41k 17.56
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Intuit (INTU) 0.0 $717k -37% 1.1k 650.03
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $705k NEW 20k 35.84
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Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $700k -37% 8.8k 79.45
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Bce Com New (BCE) 0.0 $700k -36% 21k 33.98
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Lululemon Athletica Call Option (Principal) (LULU) 0.0 $697k NEW 1.8k 390.65
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Nextera Energy (NEE) 0.0 $695k +52% 11k 63.91
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First Ctzns Bancshares Inc N Cl A (FCNCA) 0.0 $695k -7% 425.00 1635.00
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United Rentals (URI) 0.0 $672k -40% 932.00 721.48
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $671k -5% 12k 58.59
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Gartner (IT) 0.0 $665k -19% 1.4k 476.67
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Ishares Tr Select Divid Etf (DVY) 0.0 $656k +16% 5.3k 123.18
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Ishares Tr Us Aer Def Etf (ITA) 0.0 $651k -9% 4.9k 131.94
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Micron Technology (MU) 0.0 $642k 5.4k 117.89
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Goldman Sachs (GS) 0.0 $640k +55% 1.5k 417.64
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Southern Company (SO) 0.0 $635k +29% 8.8k 71.74
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $626k +4% 3.4k 183.89
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Ishares Tr Mbs Etf (MBB) 0.0 $613k NEW 6.6k 92.42
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Cardinal Health (CAH) 0.0 $611k +4% 5.5k 111.90
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Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $609k NEW 12k 50.77
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Ies Hldgs (IESC) 0.0 $608k -9% 5.0k 121.64
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Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.0 $604k -4% 9.1k 66.26
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Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $600k NEW 9.4k 64.11
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Fidelity Covington Trust Enhanced Intl (FENI) 0.0 $598k NEW 21k 28.55
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Lam Research Corporation (LRCX) 0.0 $589k -58% 606.00 972.36
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $589k NEW 6.4k 91.80
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $586k +90% 12k 48.21
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Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $566k -8% 10k 55.53
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First Tr Exchange Traded Cloud Computing (SKYY) 0.0 $566k -10% 5.9k 95.60
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Helmerich & Payne (HP) 0.0 $562k +98% 13k 42.06
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Nu Hldgs Ord Shs Cl A (NU) 0.0 $562k NEW 47k 11.93
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Citigroup Com New (C) 0.0 $555k +49% 8.8k 63.24
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $549k NEW 6.6k 83.58
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Ishares Tr Short Treas Bd (SHV) 0.0 $546k NEW 4.9k 110.55
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Linde SHS (LIN) 0.0 $542k +7% 1.2k 464.34
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Ishares Tr Exponential Tech (XT) 0.0 $527k -10% 8.8k 59.62
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $522k +19% 2.9k 179.11
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J.B. Hunt Transport Services (JBHT) 0.0 $513k 2.6k 199.25
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Baxter International (BAX) 0.0 $510k +40% 12k 42.74
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Starbucks Corporation (SBUX) 0.0 $506k +2% 5.5k 91.40
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Match Group (MTCH) 0.0 $499k +125% 14k 36.28
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Valero Energy Corporation (VLO) 0.0 $499k 2.9k 170.69
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Consolidated Edison (ED) 0.0 $495k +105% 5.5k 90.81
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Ishares Msci Gbl Min Vol (ACWV) 0.0 $492k NEW 4.7k 105.27
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Thermo Fisher Scientific (TMO) 0.0 $490k +14% 843.00 580.91
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Omni (OMC) 0.0 $488k +40% 5.0k 96.76
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Onemednet Corp Cl A (ONMD) 0.0 $485k NEW 684k 0.71
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Truist Financial Corp equities (TFC) 0.0 $482k +2% 12k 38.98
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Kinder Morgan (KMI) 0.0 $481k 26k 18.34
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Spdr Ser Tr Dj Reit Etf (RWR) 0.0 $478k 5.1k 94.25
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $478k NEW 4.7k 100.72
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Zoetis Cl A (ZTS) 0.0 $473k -2% 2.8k 169.19
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Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $472k -6% 5.1k 93.15
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Huntington Bancshares Incorporated (HBAN) 0.0 $472k 34k 13.95
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $472k -12% 2.3k 205.09