Capital Performance Advisors
Latest statistics and disclosures from Earned Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFUS, DFAT, IVV, SPYM, VWO, and represent 26.66% of Earned Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPYM (+$62M), DGRO (+$37M), VTV (+$31M), IJR (+$24M), FXR (+$22M), FDN (+$21M), FXU (+$19M), DFIV (+$18M), QQXT (+$18M), DFUS (+$15M).
- Started 154 new stock positions in MHK, DGRO, VTV, KNSL, BPRE, ORLY, RGA, MOH, MELI, TWLO.
- Reduced shares in these 10 stocks: DFAC, TEAM, , VBR, ESTC, , EFA, IQV, SUSA, ZS.
- Sold out of its positions in ALGN, ALNY, AIG, AMT, AstraZeneca, TEAM, BCS, BDX, CAG, Confluent.
- Earned Wealth Advisors was a net buyer of stock by $407M.
- Earned Wealth Advisors has $1.5B in assets under management (AUM), dropping by 35.88%.
- Central Index Key (CIK): 0001905663
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Portfolio Holdings for Earned Wealth Advisors
Earned Wealth Advisors holds 466 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Equity Market (DFUS) | 8.0 | $120M | +14% | 1.7M | 70.91 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 6.2 | $93M | +2% | 1.5M | 62.45 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 4.2 | $63M | +2% | 96k | 653.21 |
|
| Spdr Series Trust State Street Spd (SPYM) | 4.1 | $62M | NEW | 803k | 76.54 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.1 | $61M | +9% | 1.1M | 54.05 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 3.6 | $53M | +52% | 1.0M | 52.78 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 3.6 | $53M | -7% | 1.4M | 38.86 |
|
| Apple (AAPL) | 3.4 | $51M | +11% | 199k | 253.79 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 3.0 | $45M | +3% | 496k | 90.53 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 2.6 | $39M | 801k | 48.46 |
|
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 2.5 | $38M | +8% | 969k | 38.96 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.5 | $38M | +11% | 379k | 99.27 |
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| Ishares Tr Core Div Grwth (DGRO) | 2.5 | $37M | NEW | 531k | 70.18 |
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| Vanguard Index Fds Value Etf (VTV) | 2.1 | $31M | NEW | 159k | 196.20 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.8 | $28M | +16% | 464k | 59.55 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $24M | NEW | 195k | 124.31 |
|
| First Tr Exchange-traded Indls Prod Dur (FXR) | 1.5 | $22M | NEW | 273k | 81.63 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.5 | $22M | +2% | 34k | 650.33 |
|
| NVIDIA Corporation (NVDA) | 1.5 | $22M | +23% | 126k | 174.40 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 1.4 | $21M | NEW | 89k | 234.03 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 1.4 | $20M | +5% | 515k | 39.44 |
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| First Tr Exchange-traded Utilities Alph (FXU) | 1.3 | $19M | NEW | 379k | 49.59 |
|
| First Tr Exchange-traded Nasdaq 100 Ex (QQXT) | 1.2 | $18M | NEW | 182k | 97.62 |
|
| First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) | 1.1 | $16M | +11% | 637k | 24.77 |
|
| First Tr Exchange-traded Finls Alphadex (FXO) | 0.9 | $14M | NEW | 253k | 56.19 |
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| Ssga Active Etf Tr State Street Mul (RLY) | 0.9 | $14M | +3% | 382k | 36.15 |
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| Microsoft Corporation (MSFT) | 0.9 | $14M | +16% | 37k | 370.17 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.9 | $13M | +3% | 119k | 110.47 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.8 | $12M | +3% | 240k | 49.89 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $11M | +2% | 42k | 261.92 |
|
| Wisdomtree Tr Futre Strat Fd (WTMF) | 0.7 | $11M | NEW | 273k | 39.69 |
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| Amazon (AMZN) | 0.7 | $11M | 52k | 208.27 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $11M | 22k | 479.21 |
|
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.7 | $11M | +9% | 179k | 59.19 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.6 | $9.4M | -3% | 132k | 71.13 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $9.2M | +4% | 32k | 287.56 |
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| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.6 | $8.7M | NEW | 213k | 40.81 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $8.2M | 28k | 294.16 |
|
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| Spdr Series Trust State Street Spd (SDY) | 0.5 | $8.0M | 55k | 145.94 |
|
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $7.7M | +10% | 98k | 78.41 |
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| Spdr Series Trust State Street Spd (SLYG) | 0.5 | $7.4M | NEW | 77k | 96.62 |
|
| Meta Platforms Cl A (META) | 0.5 | $6.8M | 12k | 572.11 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $6.7M | 21k | 320.82 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $5.4M | +5% | 78k | 69.75 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $5.4M | +8% | 12k | 436.78 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $5.2M | +50% | 8.9k | 577.13 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $4.9M | +5% | 23k | 215.06 |
|
| Tesla Motors (TSLA) | 0.3 | $4.7M | +15% | 13k | 371.76 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.3 | $4.7M | 138k | 33.97 |
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| Broadcom (AVGO) | 0.3 | $4.5M | +7% | 15k | 309.51 |
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| Costco Wholesale Corporation (COST) | 0.3 | $4.1M | 4.2k | 996.34 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $3.9M | +11% | 14k | 286.86 |
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| Pgim Etf Tr Actv Hy Bd Etf (PHYL) | 0.3 | $3.8M | +26% | 109k | 34.63 |
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| First Tr Exchange Traded Nasdq Semcndtr (FTXL) | 0.2 | $3.4M | NEW | 23k | 147.47 |
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| Eli Lilly & Co. (LLY) | 0.2 | $3.3M | +13% | 3.6k | 919.86 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.2 | $3.2M | -2% | 32k | 99.86 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $3.0M | +10% | 17k | 169.66 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.2 | $2.8M | NEW | 61k | 45.89 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $2.7M | -2% | 24k | 113.11 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.2 | $2.6M | 24k | 111.18 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $2.5M | +2% | 12k | 213.66 |
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| Vanguard World Financials Etf (VFH) | 0.2 | $2.5M | 21k | 120.81 |
|
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.2 | $2.5M | -10% | 51k | 49.37 |
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| Johnson & Johnson (JNJ) | 0.2 | $2.5M | +9% | 10k | 244.46 |
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| Wal-Mart Stores (WMT) | 0.2 | $2.5M | -3% | 20k | 124.28 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.2 | $2.3M | 52k | 45.12 |
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| Home Depot (HD) | 0.2 | $2.3M | 6.9k | 328.87 |
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| Netflix (NFLX) | 0.1 | $2.2M | +6% | 23k | 96.15 |
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| Ea Series Trust Ea Bridgeway Omn (BSVO) | 0.1 | $2.1M | -4% | 84k | 25.37 |
|
| Visa Com Cl A (V) | 0.1 | $2.1M | 7.0k | 302.24 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.1M | -5% | 3.5k | 597.62 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $2.1M | NEW | 11k | 181.41 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $2.0M | -17% | 9.2k | 217.25 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $2.0M | 15k | 132.90 |
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| Procter & Gamble Company (PG) | 0.1 | $1.9M | -9% | 13k | 144.44 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $1.9M | NEW | 34k | 55.24 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.9M | 8.7k | 213.67 |
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| Bank of America Corporation (BAC) | 0.1 | $1.7M | +4% | 35k | 48.75 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.7M | +9% | 5.9k | 283.76 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $1.7M | 22k | 77.18 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.6M | +42% | 26k | 64.08 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $1.6M | 19k | 84.84 |
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| Phillips Edison & Co Common Stock (PECO) | 0.1 | $1.6M | NEW | 43k | 37.42 |
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| Corning Incorporated (GLW) | 0.1 | $1.6M | +2% | 12k | 135.96 |
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| Caterpillar (CAT) | 0.1 | $1.6M | +4% | 2.3k | 708.43 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.6M | NEW | 28k | 56.79 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.6M | NEW | 3.6k | 426.38 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.5M | -8% | 62k | 25.10 |
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| Howmet Aerospace (HWM) | 0.1 | $1.5M | +33% | 6.7k | 230.46 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.5M | +18% | 59k | 25.64 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.5M | +117% | 3.9k | 390.45 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.4M | +14% | 7.5k | 192.91 |
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| Merck & Co (MRK) | 0.1 | $1.4M | +5% | 12k | 120.29 |
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| Arista Networks Com Shs (ANET) | 0.1 | $1.4M | +59% | 12k | 122.78 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.4M | NEW | 12k | 118.62 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.4M | 9.5k | 146.28 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.4M | +7% | 23k | 60.65 |
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| Abbvie (ABBV) | 0.1 | $1.4M | +9% | 6.3k | 217.48 |
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| First Tr Exchange-traded SHS (QTEC) | 0.1 | $1.3M | NEW | 6.2k | 215.99 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.3M | -2% | 9.2k | 142.43 |
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| Ge Vernova (GEV) | 0.1 | $1.3M | +9% | 1.5k | 872.92 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.3M | NEW | 17k | 77.11 |
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| MercadoLibre (MELI) | 0.1 | $1.3M | NEW | 729.00 | 1729.02 |
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| Micron Technology (MU) | 0.1 | $1.3M | +14% | 3.7k | 337.83 |
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| salesforce (CRM) | 0.1 | $1.2M | +17% | 6.6k | 186.68 |
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| Comfort Systems USA (FIX) | 0.1 | $1.2M | -11% | 887.00 | 1378.99 |
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| Western Digital (WDC) | 0.1 | $1.2M | 4.4k | 270.48 |
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| Pepsi (PEP) | 0.1 | $1.2M | -14% | 7.7k | 155.30 |
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| Gilead Sciences (GILD) | 0.1 | $1.2M | -8% | 8.6k | 139.37 |
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| Philip Morris International (PM) | 0.1 | $1.2M | +8% | 7.3k | 165.34 |
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| Goldman Sachs (GS) | 0.1 | $1.2M | 1.4k | 846.15 |
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| International Business Machines (IBM) | 0.1 | $1.2M | -3% | 4.9k | 242.38 |
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| Applied Materials (AMAT) | 0.1 | $1.1M | +12% | 3.3k | 341.85 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.1M | -6% | 45k | 24.75 |
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| Walt Disney Company (DIS) | 0.1 | $1.1M | -6% | 12k | 96.37 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $1.1M | -23% | 22k | 49.95 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.1M | -6% | 9.5k | 114.99 |
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| Cintas Corporation (CTAS) | 0.1 | $1.1M | NEW | 6.3k | 169.14 |
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| General Motors Company (GM) | 0.1 | $1.1M | +5% | 14k | 74.50 |
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| FedEx Corporation (FDX) | 0.1 | $1.1M | +6% | 3.0k | 356.19 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $1.0M | -3% | 29k | 35.04 |
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| Oracle Corporation (ORCL) | 0.1 | $1.0M | +3% | 6.9k | 147.10 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.0M | +54% | 5.0k | 203.42 |
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| Chevron Corporation (CVX) | 0.1 | $1.0M | +16% | 4.9k | 206.91 |
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| PG&E Corporation (PCG) | 0.1 | $1.0M | +13% | 57k | 17.57 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $999k | 2.0k | 499.83 |
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| Autodesk (ADSK) | 0.1 | $999k | +195% | 4.2k | 239.40 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $997k | +6% | 2.2k | 463.02 |
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| Ishares Tr Us Consum Discre (IYC) | 0.1 | $969k | NEW | 10k | 96.92 |
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| ConocoPhillips (COP) | 0.1 | $958k | 7.3k | 131.99 |
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| Honeywell International (HON) | 0.1 | $951k | NEW | 4.2k | 226.03 |
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| Newmont Mining Corporation (NEM) | 0.1 | $948k | 8.8k | 108.26 |
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| Wells Fargo & Company (WFC) | 0.1 | $938k | +6% | 12k | 79.61 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $935k | 12k | 80.58 |
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| Stryker Corporation (SYK) | 0.1 | $909k | +12% | 2.8k | 328.59 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.1 | $905k | NEW | 17k | 54.84 |
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| Chubb (CB) | 0.1 | $899k | -7% | 2.8k | 325.89 |
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| Capital Grp Fixed Incm Etf T Municipal High I (CGHM) | 0.1 | $896k | +7% | 35k | 25.32 |
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| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.1 | $895k | NEW | 15k | 60.44 |
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| Eaton Corp SHS (ETN) | 0.1 | $891k | +6% | 2.5k | 357.67 |
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| Datadog Cl A Com (DDOG) | 0.1 | $882k | +52% | 7.5k | 118.06 |
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| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.1 | $879k | NEW | 10k | 84.66 |
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| Coca-Cola Company (KO) | 0.1 | $870k | +8% | 11k | 76.05 |
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| Servicenow (NOW) | 0.1 | $865k | +109% | 8.3k | 104.56 |
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| Intel Corporation (INTC) | 0.1 | $862k | -25% | 20k | 44.13 |
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| Tapestry (TPR) | 0.1 | $856k | -4% | 6.1k | 141.11 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $846k | +107% | 1.6k | 522.71 |
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| McDonald's Corporation (MCD) | 0.1 | $843k | 2.7k | 310.75 |
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| Abbott Laboratories (ABT) | 0.1 | $837k | 8.1k | 102.68 |
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| Booking Holdings (BKNG) | 0.1 | $833k | +10% | 197.00 | 4227.09 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $827k | +48% | 1.9k | 430.29 |
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| PNC Financial Services (PNC) | 0.1 | $822k | -8% | 4.0k | 208.11 |
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| At&t (T) | 0.1 | $819k | +10% | 28k | 28.99 |
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| Citigroup Com New (C) | 0.1 | $818k | +8% | 7.2k | 113.40 |
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| UnitedHealth (UNH) | 0.1 | $817k | -23% | 3.0k | 270.56 |
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| Cisco Systems (CSCO) | 0.1 | $800k | +9% | 10k | 77.59 |
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| Tidal Trust I Sp Dwjns Sukuk (SPSK) | 0.1 | $767k | 43k | 17.90 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $742k | +8% | 1.1k | 697.87 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $739k | +9% | 5.9k | 126.28 |
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| McKesson Corporation (MCK) | 0.0 | $737k | -17% | 851.00 | 866.30 |
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| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.0 | $737k | NEW | 5.5k | 133.18 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.0 | $728k | NEW | 20k | 36.81 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $724k | +9% | 2.9k | 250.58 |
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| Us Bancorp Com New (USB) | 0.0 | $720k | -4% | 14k | 52.01 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $718k | 1.00 | 718140.00 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $711k | NEW | 5.7k | 125.46 |
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| Spdr Series Trust State Street Spd (BIL) | 0.0 | $697k | NEW | 7.6k | 91.64 |
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| Edison International (EIX) | 0.0 | $694k | +11% | 9.5k | 73.18 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $692k | +7% | 7.4k | 93.98 |
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| TJX Companies (TJX) | 0.0 | $691k | +15% | 4.3k | 159.71 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $683k | NEW | 14k | 48.15 |
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| Amphenol Corp Cl A (APH) | 0.0 | $682k | 5.4k | 126.35 |
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| Illumina (ILMN) | 0.0 | $680k | +3% | 5.5k | 123.26 |
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| Cme (CME) | 0.0 | $679k | 2.3k | 295.40 |
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| O'reilly Automotive (ORLY) | 0.0 | $678k | NEW | 7.3k | 92.31 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $675k | -19% | 11k | 59.03 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $665k | -20% | 2.0k | 338.01 |
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| Spdr Index Shs Fds State Street Spd (EDIV) | 0.0 | $656k | NEW | 17k | 39.48 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $651k | +124% | 1.5k | 446.48 |
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| Johnson Controls Internation SHS (JCI) | 0.0 | $646k | +18% | 4.9k | 130.95 |
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| Ciena Corp Com New (CIEN) | 0.0 | $646k | -11% | 1.7k | 388.23 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $644k | -10% | 20k | 32.01 |
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| Snowflake Com Shs (SNOW) | 0.0 | $643k | +46% | 4.3k | 150.82 |
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| Target Corporation (TGT) | 0.0 | $635k | -7% | 5.2k | 121.22 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $634k | 4.8k | 130.93 |
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| Ishares Tr Global Reit Etf (REET) | 0.0 | $632k | -13% | 25k | 25.15 |
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| Technipfmc (FTI) | 0.0 | $629k | +6% | 9.1k | 69.13 |
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| S&p Global (SPGI) | 0.0 | $629k | +177% | 1.5k | 425.27 |
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| Lowe's Companies (LOW) | 0.0 | $624k | +7% | 2.6k | 236.28 |
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| Monster Beverage Corp (MNST) | 0.0 | $621k | +105% | 8.6k | 72.46 |
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| Hartford Financial Services (HIG) | 0.0 | $617k | NEW | 4.6k | 135.23 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $616k | +3% | 7.5k | 82.49 |
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| Bluerock Pvt Real Estate (BPRE) | 0.0 | $615k | NEW | 37k | 16.61 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $607k | +16% | 785.00 | 772.64 |
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| Sandisk Corp (SNDK) | 0.0 | $605k | 952.00 | 635.34 |
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| Totalenergies Se Act (TTE) | 0.0 | $595k | +19% | 6.5k | 90.98 |
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| Altria (MO) | 0.0 | $594k | +12% | 9.0k | 65.99 |
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| Travelers Companies (TRV) | 0.0 | $593k | +13% | 2.0k | 291.62 |
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| 3M Company (MMM) | 0.0 | $583k | 4.0k | 145.24 |
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| J.B. Hunt Transport Services (JBHT) | 0.0 | $583k | +11% | 2.7k | 211.90 |
|
| Ecolab (ECL) | 0.0 | $579k | +5% | 2.2k | 266.09 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $575k | 11k | 52.76 |
|
|
| Janus Detroit Str Tr Hendersn Cap Etf (JSML) | 0.0 | $572k | NEW | 8.2k | 70.03 |
|
| Paypal Holdings (PYPL) | 0.0 | $570k | +2% | 13k | 45.23 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $569k | 9.7k | 58.78 |
|
|
| Pfizer (PFE) | 0.0 | $567k | -14% | 20k | 28.08 |
|
| Centene Corporation (CNC) | 0.0 | $566k | -19% | 17k | 32.74 |
|
| Verizon Communications (VZ) | 0.0 | $565k | +4% | 11k | 50.20 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $565k | 14k | 39.68 |
|
|
| Main Street Capital Corporation (MAIN) | 0.0 | $557k | 11k | 52.96 |
|
|
| Dollar General (DG) | 0.0 | $549k | +10% | 4.6k | 118.72 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $547k | +14% | 414.00 | 1320.36 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $539k | +137% | 3.1k | 173.47 |
|
| Kroger (KR) | 0.0 | $539k | NEW | 7.4k | 72.36 |
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $534k | +9% | 1.6k | 343.99 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $531k | NEW | 8.7k | 61.26 |
|
| General Dynamics Corporation (GD) | 0.0 | $528k | +3% | 1.5k | 343.28 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $525k | +14% | 4.9k | 106.88 |
|
| Starbucks Corporation (SBUX) | 0.0 | $519k | NEW | 5.8k | 89.60 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $517k | NEW | 1.9k | 275.17 |
|
| Linde SHS (LIN) | 0.0 | $513k | NEW | 1.0k | 495.67 |
|
| Triple Flag Precious Metals (TFPM) | 0.0 | $495k | 14k | 34.71 |
|
|
| Zoom Communications Cl A (ZM) | 0.0 | $494k | -32% | 6.1k | 80.39 |
|
| Incyte Corporation (INCY) | 0.0 | $487k | 5.2k | 94.12 |
|
|
| Verisign (VRSN) | 0.0 | $486k | -28% | 2.0k | 248.34 |
|
| Cigna Corp (CI) | 0.0 | $486k | -2% | 1.8k | 266.73 |
|
| Fortinet (FTNT) | 0.0 | $485k | +41% | 5.9k | 81.72 |
|
| Analog Devices (ADI) | 0.0 | $484k | +11% | 1.5k | 318.07 |
|
| Xcel Energy (XEL) | 0.0 | $478k | +5% | 6.0k | 79.44 |
|
| Uber Technologies (UBER) | 0.0 | $478k | +10% | 6.6k | 71.93 |
|
| Nextera Energy (NEE) | 0.0 | $477k | +9% | 5.1k | 92.88 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $475k | 6.5k | 73.14 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $467k | +7% | 2.8k | 164.58 |
|
| J P Morgan Exchange Traded F Small & Mid Cap (JMEE) | 0.0 | $459k | NEW | 6.9k | 66.77 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $456k | NEW | 12k | 38.42 |
|
| Toll Brothers (TOL) | 0.0 | $448k | +11% | 3.3k | 136.47 |
|
| American Express Company (AXP) | 0.0 | $447k | +4% | 1.5k | 302.57 |
|
| Textron (TXT) | 0.0 | $443k | +15% | 5.1k | 87.56 |
|
| Phillips 66 (PSX) | 0.0 | $439k | -28% | 2.4k | 182.20 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $439k | NEW | 6.0k | 73.64 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $438k | NEW | 2.7k | 161.73 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $437k | NEW | 2.1k | 206.32 |
|
| Kla Corp Com New (KLAC) | 0.0 | $433k | +2% | 294.00 | 1472.53 |
|
| Cummins (CMI) | 0.0 | $431k | +16% | 801.00 | 538.27 |
|
| Vistra Energy (VST) | 0.0 | $431k | 2.9k | 150.34 |
|
|
| Natera (NTRA) | 0.0 | $429k | -9% | 2.1k | 199.99 |
|
| SLB Com Stk (SLB) | 0.0 | $421k | 8.2k | 51.39 |
|
|
| United Parcel Svcs CL B (UPS) | 0.0 | $420k | -14% | 4.3k | 98.38 |
|
| Danaher Corporation (DHR) | 0.0 | $419k | +12% | 2.2k | 189.58 |
|
| Neurocrine Biosciences (NBIX) | 0.0 | $408k | +17% | 3.1k | 131.74 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $406k | NEW | 5.8k | 69.71 |
|
| Expedia Group Com New (EXPE) | 0.0 | $399k | -30% | 1.7k | 230.95 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $399k | NEW | 4.8k | 82.84 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $397k | NEW | 5.0k | 80.05 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $397k | -21% | 4.5k | 88.16 |
|
| Boeing Company (BA) | 0.0 | $396k | +68% | 2.0k | 198.99 |
|
| Trane Technologies SHS (TT) | 0.0 | $396k | +3% | 949.00 | 416.74 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $393k | NEW | 3.7k | 106.00 |
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $391k | 9.6k | 40.79 |
|
|
| Delta Air Lines Com New (DAL) | 0.0 | $388k | -4% | 5.8k | 66.48 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $382k | +16% | 3.4k | 113.99 |
|
| Capital One Financial (COF) | 0.0 | $381k | -19% | 2.1k | 182.40 |
|
| Intuit (INTU) | 0.0 | $380k | +26% | 879.00 | 432.58 |
|
| Chewy Cl A (CHWY) | 0.0 | $380k | NEW | 14k | 27.00 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $380k | +3% | 823.00 | 461.26 |
|
| Rbc Cad (RY) | 0.0 | $379k | 2.3k | 161.78 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $378k | NEW | 1.3k | 302.14 |
|
| Trimble Navigation (TRMB) | 0.0 | $376k | -2% | 5.8k | 65.23 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $376k | +15% | 3.2k | 118.63 |
|
| Five Below (FIVE) | 0.0 | $375k | +29% | 1.6k | 228.48 |
|
| Waste Management (WM) | 0.0 | $374k | +15% | 1.6k | 229.77 |
|
| Automatic Data Processing (ADP) | 0.0 | $372k | NEW | 1.8k | 203.16 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $372k | NEW | 616.00 | 604.50 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $366k | NEW | 1.3k | 272.34 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $365k | +25% | 5.7k | 64.07 |
|
| Metropcs Communications (TMUS) | 0.0 | $364k | +56% | 1.7k | 210.02 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $362k | 925.00 | 391.76 |
|
|
| Kinder Morgan (KMI) | 0.0 | $361k | NEW | 11k | 33.53 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $360k | +5% | 17k | 21.66 |
|
| Ross Stores (ROST) | 0.0 | $359k | +25% | 1.7k | 216.63 |
|
| Doordash Cl A (DASH) | 0.0 | $357k | +28% | 2.4k | 150.14 |
|
| Digital Realty Trust (DLR) | 0.0 | $357k | 2.0k | 180.17 |
|
|
| Burlington Stores (BURL) | 0.0 | $357k | NEW | 1.1k | 325.38 |
|
| Mongodb Cl A (MDB) | 0.0 | $356k | +14% | 1.5k | 244.83 |
|
| Royal Gold (RGLD) | 0.0 | $355k | -24% | 1.4k | 254.50 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $350k | +3% | 4.9k | 71.82 |
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.0 | $349k | NEW | 5.0k | 70.36 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $349k | +15% | 2.3k | 152.78 |
|
| Anglogold Ashanti Com Shs (AU) | 0.0 | $348k | 3.6k | 97.36 |
|
|
| Banco Santander Sa Adr (SAN) | 0.0 | $345k | +7% | 31k | 11.28 |
|
| Dell Technologies CL C (DELL) | 0.0 | $344k | -4% | 2.1k | 164.13 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $343k | -26% | 1.4k | 243.02 |
|
| Enbridge (ENB) | 0.0 | $342k | NEW | 6.3k | 54.14 |
|
| Genworth Finl Com Shs (GNW) | 0.0 | $341k | 42k | 8.12 |
|
|
| Medtronic SHS (MDT) | 0.0 | $341k | -36% | 3.9k | 86.65 |
|
| Amdocs SHS (DOX) | 0.0 | $338k | NEW | 5.2k | 65.26 |
|
| Shell Spon Ads (SHEL) | 0.0 | $336k | +10% | 3.6k | 93.01 |
|
| Wabtec Corporation (WAB) | 0.0 | $336k | +5% | 1.3k | 249.85 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $336k | +90% | 5.4k | 62.75 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $336k | NEW | 2.0k | 165.67 |
|
| Allstate Corporation (ALL) | 0.0 | $333k | NEW | 1.6k | 207.29 |
|
| Astrazeneca Ord (AZN) | 0.0 | $332k | NEW | 1.7k | 197.25 |
|
| Emcor (EME) | 0.0 | $329k | +12% | 446.00 | 738.31 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $328k | NEW | 4.9k | 67.53 |
|
| MarketAxess Holdings (MKTX) | 0.0 | $326k | -3% | 2.0k | 164.98 |
|
| MasTec (MTZ) | 0.0 | $326k | +2% | 1.0k | 321.74 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $324k | NEW | 5.0k | 65.00 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $320k | NEW | 22k | 14.37 |
|
| Teradyne (TER) | 0.0 | $320k | NEW | 1.1k | 296.36 |
|
| Match Group (MTCH) | 0.0 | $320k | +45% | 10k | 30.71 |
|
| Crown Holdings (CCK) | 0.0 | $319k | +8% | 3.2k | 100.25 |
|
| MKS Instruments (MKSI) | 0.0 | $318k | +8% | 1.4k | 229.81 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $318k | NEW | 3.9k | 82.44 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $317k | 11k | 29.13 |
|
|
| Axis Cap Hldgs SHS (AXS) | 0.0 | $317k | 3.1k | 101.41 |
|
|
| Omni (OMC) | 0.0 | $316k | NEW | 4.2k | 75.31 |
|
| Hldgs (UAL) | 0.0 | $315k | 3.4k | 92.07 |
|
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.0 | $313k | NEW | 6.3k | 50.04 |
|
| Exelixis (EXEL) | 0.0 | $312k | -12% | 7.3k | 42.89 |
|
| Gartner (IT) | 0.0 | $312k | +127% | 2.0k | 158.32 |
|
| Hf Sinclair Corp (DINO) | 0.0 | $310k | -3% | 5.0k | 62.39 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $310k | NEW | 1.1k | 287.18 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $309k | NEW | 2.1k | 148.10 |
|
| Dover Corporation (DOV) | 0.0 | $308k | +6% | 1.5k | 208.47 |
|
| Dow (DOW) | 0.0 | $304k | NEW | 7.3k | 41.65 |
|
| Ferrovial Se Ord Shs (FER) | 0.0 | $303k | -2% | 4.7k | 65.05 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $297k | -36% | 1.9k | 157.35 |
|
| Chesapeake Energy Corp (EXE) | 0.0 | $295k | NEW | 2.7k | 109.78 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $294k | +28% | 965.00 | 304.15 |
|
| Huntington Ingalls Inds (HII) | 0.0 | $294k | +14% | 772.00 | 380.14 |
|
| Amgen (AMGN) | 0.0 | $293k | NEW | 833.00 | 352.22 |
|
| Lincoln Electric Holdings (LECO) | 0.0 | $293k | +3% | 1.2k | 249.08 |
|
| Blackrock (BLK) | 0.0 | $292k | NEW | 304.00 | 961.40 |
|
| New York Times Co Mtn Be Cl A (NYT) | 0.0 | $292k | +15% | 3.5k | 83.73 |
|
| Mueller Industries (MLI) | 0.0 | $291k | +9% | 2.6k | 110.80 |
|
| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.0 | $290k | +3% | 15k | 19.75 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $290k | -6% | 1.6k | 175.64 |
|
| Southern Company (SO) | 0.0 | $289k | +8% | 3.0k | 96.52 |
|
| Vulcan Materials Company (VMC) | 0.0 | $287k | 1.1k | 272.31 |
|
|
| Biogen Idec (BIIB) | 0.0 | $286k | 1.6k | 183.33 |
|
|
| Consolidated Edison (ED) | 0.0 | $286k | +5% | 2.5k | 113.20 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.0 | $285k | 3.5k | 80.61 |
|
|
| Qualcomm (QCOM) | 0.0 | $285k | -47% | 2.2k | 128.76 |
|
| Best Buy (BBY) | 0.0 | $284k | -10% | 4.4k | 64.20 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $282k | NEW | 827.00 | 341.53 |
|
| Equinix (EQIX) | 0.0 | $282k | NEW | 288.00 | 979.35 |
|
| CBOE Holdings (CBOE) | 0.0 | $281k | NEW | 1.0k | 281.01 |
|
| EOG Resources (EOG) | 0.0 | $280k | NEW | 1.9k | 144.56 |
|
| American Electric Power Company (AEP) | 0.0 | $278k | +13% | 2.1k | 131.09 |
|
| Las Vegas Sands (LVS) | 0.0 | $277k | -20% | 5.1k | 53.88 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $276k | -4% | 562.00 | 491.17 |
|
| Roper Industries (ROP) | 0.0 | $275k | +56% | 777.00 | 353.86 |
|
| Snap Cl A (SNAP) | 0.0 | $274k | NEW | 60k | 4.60 |
|
| Dominion Resources (D) | 0.0 | $273k | NEW | 4.4k | 61.83 |
|
| CarMax (KMX) | 0.0 | $273k | NEW | 6.6k | 41.58 |
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $268k | NEW | 858.00 | 312.28 |
|
| Citizens Financial (CFG) | 0.0 | $268k | +20% | 4.5k | 59.97 |
|
| Curtiss-Wright (CW) | 0.0 | $266k | NEW | 391.00 | 681.12 |
|
| Hasbro (HAS) | 0.0 | $264k | 2.8k | 93.60 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $262k | NEW | 811.00 | 322.83 |
|
| Woodward Governor Company (WWD) | 0.0 | $262k | NEW | 731.00 | 357.92 |
|
| BorgWarner (BWA) | 0.0 | $262k | -4% | 4.8k | 54.26 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $261k | +21% | 15k | 16.97 |
|
| Ametek (AME) | 0.0 | $259k | +5% | 1.2k | 214.38 |
|
| Illinois Tool Works (ITW) | 0.0 | $259k | NEW | 993.00 | 260.29 |
|
| Ameriprise Financial (AMP) | 0.0 | $258k | +6% | 582.00 | 444.03 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $257k | NEW | 1.3k | 197.66 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $257k | +9% | 4.6k | 55.19 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $256k | -55% | 4.5k | 56.56 |
|
| Twilio Cl A (TWLO) | 0.0 | $254k | NEW | 2.0k | 125.83 |
|
| Sentinelone Cl A (S) | 0.0 | $253k | NEW | 20k | 12.88 |
|
| Texas Roadhouse (TXRH) | 0.0 | $253k | NEW | 1.5k | 165.14 |
|
| Evercore Class A (EVR) | 0.0 | $252k | +18% | 846.00 | 298.37 |
|
| Hca Holdings (HCA) | 0.0 | $252k | +2% | 533.00 | 473.24 |
|
| Dupont De Nemours (DD) | 0.0 | $252k | NEW | 5.5k | 45.80 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $251k | NEW | 368.00 | 682.95 |
|
| Molina Healthcare (MOH) | 0.0 | $247k | NEW | 1.9k | 133.30 |
|
| Carnival Corp Common Stock (CCL) | 0.0 | $247k | 9.6k | 25.88 |
|
|
| Prosperity Bancshares (PB) | 0.0 | $245k | +6% | 3.6k | 67.18 |
|
| Progressive Corporation (PGR) | 0.0 | $244k | -7% | 1.2k | 198.25 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $243k | +5% | 3.5k | 69.30 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $243k | NEW | 2.9k | 82.74 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $243k | -59% | 2.5k | 97.14 |
|
| Evergy (EVRG) | 0.0 | $241k | +4% | 2.9k | 81.92 |
|
| Pinnacle Finl Partners (PNFP) | 0.0 | $241k | NEW | 2.8k | 86.14 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $239k | NEW | 1.4k | 172.06 |
|
| Moody's Corporation (MCO) | 0.0 | $239k | NEW | 548.00 | 436.29 |
|
| Halliburton Company (HAL) | 0.0 | $238k | NEW | 6.1k | 38.99 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $237k | +8% | 4.1k | 58.47 |
|
| Monroe Cap (MRCC) | 0.0 | $237k | NEW | 24k | 9.80 |
|
| Block Cl A (XYZ) | 0.0 | $237k | NEW | 3.9k | 60.18 |
|
| Dimensional Etf Trust Global Real Est (DFGR) | 0.0 | $236k | 8.9k | 26.58 |
|
|
| Insulet Corporation (PODD) | 0.0 | $236k | NEW | 1.1k | 209.76 |
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $234k | +12% | 2.3k | 100.09 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $234k | NEW | 416.00 | 561.89 |
|
| Synchrony Financial (SYF) | 0.0 | $232k | +17% | 3.4k | 68.02 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $231k | NEW | 2.2k | 106.21 |
|
| Palo Alto Networks (PANW) | 0.0 | $230k | -56% | 1.4k | 160.30 |
|
| Keysight Technologies (KEYS) | 0.0 | $230k | NEW | 815.00 | 282.37 |
|
| Oshkosh Corporation (OSK) | 0.0 | $230k | -2% | 1.6k | 147.25 |
|
| Manhattan Associates (MANH) | 0.0 | $227k | NEW | 1.7k | 133.12 |
|
| 10x Genomics Cl A Com (TXG) | 0.0 | $226k | +3% | 11k | 21.23 |
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $225k | NEW | 2.4k | 92.21 |
|
| Kkr & Co (KKR) | 0.0 | $225k | NEW | 2.4k | 92.52 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $225k | NEW | 5.2k | 43.13 |
|
| Medpace Hldgs (MEDP) | 0.0 | $224k | -41% | 466.00 | 480.19 |
|
| Reinsurance Group Amer Com New (RGA) | 0.0 | $223k | NEW | 1.1k | 204.17 |
|
| Eversource Energy (ES) | 0.0 | $223k | NEW | 3.2k | 69.29 |
|
| Amprius Technologies Common Stock (AMPX) | 0.0 | $223k | NEW | 13k | 16.86 |
|
| Janus Henderson Group Ord Shs (JHG) | 0.0 | $223k | NEW | 4.3k | 51.37 |
|
| Global Partners Com Units (GLP) | 0.0 | $220k | NEW | 5.2k | 42.10 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $219k | NEW | 898.00 | 244.29 |
|
| Garmin SHS (GRMN) | 0.0 | $219k | NEW | 945.00 | 232.01 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $219k | NEW | 1.5k | 145.74 |
|
| Prologis (PLD) | 0.0 | $217k | NEW | 1.6k | 132.15 |
|
| Nutanix Cl A (NTNX) | 0.0 | $217k | NEW | 5.7k | 38.01 |
|
| Agnico (AEM) | 0.0 | $216k | NEW | 1.1k | 202.89 |
|
| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 0.0 | $216k | NEW | 5.4k | 39.81 |
|
| Hubspot (HUBS) | 0.0 | $215k | NEW | 882.00 | 244.15 |
|
| Jabil Circuit (JBL) | 0.0 | $215k | NEW | 810.00 | 265.74 |
|
| BP Sponsored Adr (BP) | 0.0 | $215k | NEW | 4.6k | 47.00 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $214k | NEW | 1.5k | 139.61 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $214k | NEW | 239.00 | 895.76 |
|
| Union Pacific Corporation (UNP) | 0.0 | $214k | NEW | 882.00 | 242.57 |
|
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.0 | $213k | -9% | 5.0k | 42.24 |
|
| Deere & Company (DE) | 0.0 | $213k | NEW | 378.00 | 564.01 |
|
| Gap (GAP) | 0.0 | $213k | +4% | 8.8k | 24.20 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $212k | -17% | 573.00 | 370.68 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.0 | $211k | -4% | 5.9k | 35.71 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $211k | NEW | 744.00 | 283.89 |
|
| Edwards Lifesciences (EW) | 0.0 | $211k | -3% | 2.6k | 80.08 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $211k | NEW | 1.0k | 211.15 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $211k | NEW | 9.8k | 21.62 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $211k | -7% | 6.9k | 30.50 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $210k | NEW | 4.2k | 50.34 |
|
| Dht Holdings Shs New (DHT) | 0.0 | $210k | 12k | 18.27 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $210k | NEW | 4.6k | 45.97 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $210k | NEW | 7.3k | 28.71 |
|
| Cameco Corporation (CCJ) | 0.0 | $209k | NEW | 1.9k | 108.61 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.0 | $209k | -20% | 5.1k | 40.57 |
|
| Travel Leisure Ord (TNL) | 0.0 | $209k | NEW | 3.0k | 69.19 |
|
| Mohawk Industries (MHK) | 0.0 | $208k | NEW | 2.1k | 98.46 |
|
| CSX Corporation (CSX) | 0.0 | $208k | NEW | 5.1k | 41.05 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $208k | NEW | 3.6k | 57.64 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $207k | +21% | 1.2k | 171.21 |
|
| Gra (GGG) | 0.0 | $207k | NEW | 2.4k | 84.65 |
|
| Eni Spa Sponsored Adr (E) | 0.0 | $204k | NEW | 3.6k | 56.61 |
|
| Alcoa (AA) | 0.0 | $204k | NEW | 3.1k | 66.32 |
|
| National Retail Properties (NNN) | 0.0 | $202k | NEW | 4.8k | 42.03 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $201k | NEW | 2.8k | 72.75 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $188k | +41% | 24k | 7.94 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $178k | -48% | 11k | 15.65 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $130k | +30% | 17k | 7.89 |
|
| Asana Cl A (ASAN) | 0.0 | $109k | NEW | 17k | 6.40 |
|
| Hafnia SHS (HAFN) | 0.0 | $106k | -7% | 14k | 7.60 |
|
| Adt (ADT) | 0.0 | $106k | -54% | 16k | 6.57 |
|
| Plug Pwr Com New (PLUG) | 0.0 | $100k | +12% | 44k | 2.26 |
|
| Nextdecade Corp (NEXT) | 0.0 | $93k | NEW | 12k | 7.66 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $87k | +30% | 17k | 5.03 |
|
| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $86k | +14% | 12k | 7.26 |
|
| JetBlue Airways Corporation (JBLU) | 0.0 | $82k | 19k | 4.42 |
|
|
| Protalix Biotherapeutics (PLX) | 0.0 | $57k | 26k | 2.17 |
|
|
| Ur-energy (URG) | 0.0 | $37k | NEW | 25k | 1.49 |
|
| Milestone Pharmaceuticals (MIST) | 0.0 | $18k | NEW | 15k | 1.19 |
|
| Beyond Meat (BYND) | 0.0 | $11k | NEW | 16k | 0.70 |
|
| Alight Com Cl A (ALIT) | 0.0 | $8.8k | NEW | 15k | 0.58 |
|
Past Filings by Earned Wealth Advisors
SEC 13F filings are viewable for Earned Wealth Advisors going back to 2021
- Earned Wealth Advisors 2026 Q1 filed May 7, 2026
- Earned Wealth Advisors 2025 Q4 restated filed Jan. 27, 2026
- Earned Wealth Advisors 2025 Q4 amended filed Jan. 27, 2026
- Earned Wealth Advisors 2025 Q4 filed Jan. 16, 2026
- Earned Wealth Advisors 2025 Q3 filed Oct. 22, 2025
- Earned Wealth Advisors 2025 Q2 filed Aug. 4, 2025
- Earned Wealth Advisors 2025 Q1 filed May 9, 2025
- Capital Performance Advisors 2024 Q4 filed Jan. 31, 2025
- Capital Performance Advisors 2024 Q3 filed Nov. 1, 2024
- Capital Performance Advisors 2024 Q2 filed Aug. 2, 2024
- Capital Performance Advisors 2024 Q1 filed April 26, 2024
- Capital Performance Advisors 2023 Q4 filed Feb. 6, 2024
- Capital Performance Advisors 2023 Q3 filed Nov. 2, 2023
- Capital Performance Advisors 2023 Q2 filed Aug. 11, 2023
- Capital Performance Advisors 2023 Q1 filed May 8, 2023
- Capital Performance Advisors 2022 Q4 filed Feb. 6, 2023