Cedar Brook Financial Partners

Latest statistics and disclosures from Cedar Brook Financial Partners's latest quarterly 13F-HR filing:

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Positions held by Cedar Brook Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cedar Brook Financial Partners

Cedar Brook Financial Partners holds 419 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.5 $20M 109k 185.59
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Ishares Tr Core S&p500 Etf (IVV) 2.8 $13M -5% 27k 478.55
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Schwab Strategic Tr Us Dividend Eq (SCHD) 2.7 $12M -3% 160k 76.06
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Invesco Qqq Tr Unit Ser 1 (QQQ) 2.2 $10M 25k 409.36
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Vanguard Index Fds Value Etf (VTV) 2.1 $9.4M +12% 63k 149.35
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $7.8M +18% 16k 476.36
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Microsoft Corporation (MSFT) 1.7 $7.7M +2% 20k 384.64
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Ishares Tr Core S&p Ttl Stk (ITOT) 1.7 $7.7M 73k 105.05
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.7 $7.6M +5% 161k 47.40
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Vanguard Specialized Funds Div App Etf (VIG) 1.5 $6.7M +5% 40k 170.13
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Ishares Tr U S Equity Factr (LRGF) 1.4 $6.1M +2% 126k 48.43
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Schwab Strategic Tr Us Aggregate B (SCHZ) 1.1 $5.0M +17% 109k 46.44
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Ishares Tr Global Tech Etf (IXN) 1.1 $5.0M 74k 67.56
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Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $4.9M +4% 21k 237.07
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Amazon (AMZN) 1.1 $4.9M +5% 32k 155.18
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First Tr Value Line Divid In SHS (FVD) 1.1 $4.7M -3% 118k 40.29
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Schwab Strategic Tr 1000 Index Etf (SCHK) 1.0 $4.4M 95k 46.09
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.0 $4.4M +3% 77k 56.46
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Vaneck Etf Trust Mrngstr Gbl Wide (MOTG) 1.0 $4.3M 124k 34.66
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.9 $4.2M -12% 53k 80.06
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $4.1M +4% 101k 40.22
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $4.1M +3% 11k 363.34
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Vanguard Index Fds Small Cp Etf (VB) 0.9 $3.8M +22% 18k 207.99
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Ishares Core Msci Emkt (IEMG) 0.8 $3.8M +4% 77k 49.26
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Alphabet Cap Stk Cl C (GOOG) 0.8 $3.5M +5% 25k 143.67
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.8 $3.5M +30% 119k 29.71
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Ishares Tr Global 100 Etf (IOO) 0.8 $3.4M +5% 43k 80.91
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Ishares Tr S&p 100 Etf (OEF) 0.7 $3.2M 14k 224.80
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Siren Etf Tr Divcn Divd Etf (DFND) 0.7 $3.2M +5% 84k 38.01
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CSX Corporation (CSX) 0.7 $3.2M 91k 34.57
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $3.1M +193% 7.0k 437.82
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.7 $3.0M +3% 34k 88.50
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Ishares Tr Core S&p Scp Etf (IJR) 0.7 $3.0M +23% 29k 104.58
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JPMorgan Chase & Co. (JPM) 0.7 $3.0M +3% 18k 170.30
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Vanguard Index Fds Mid Cap Etf (VO) 0.7 $3.0M 13k 229.81
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Prologis (PLD) 0.6 $2.9M 22k 131.32
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Ishares Tr Msci Usa Min Vol (USMV) 0.6 $2.8M 36k 78.43
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.6 $2.7M +3% 107k 25.63
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NVIDIA Corporation (NVDA) 0.6 $2.7M +3% 5.0k 548.22
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $2.7M +6% 55k 49.10
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $2.5M +7% 31k 80.94
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $2.5M +3% 44k 57.20
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Vanguard World Fds Inf Tech Etf (VGT) 0.6 $2.5M +17% 5.2k 480.65
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Alphabet Cap Stk Cl A (GOOGL) 0.6 $2.5M -5% 18k 142.08
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $2.4M +31% 14k 176.20
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Ishares Msci Emerg Mrkt (EEMV) 0.5 $2.4M +4% 44k 54.74
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Ishares Tr Intl Eqty Factor (INTF) 0.5 $2.4M +2% 85k 27.93
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Lincoln Electric Holdings (LECO) 0.5 $2.4M 11k 210.42
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.5 $2.3M +7% 29k 79.01
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.5 $2.3M +7% 80k 28.32
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $2.2M +2% 49k 45.79
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Wisdomtree Tr Intl Smcap Div (DLS) 0.5 $2.2M -19% 35k 62.87
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.5 $2.1M +9% 25k 83.79
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Eaton Corp SHS (ETN) 0.5 $2.1M 8.4k 243.42
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $2.0M 20k 100.03
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First Tr Exchange Traded Consumr Staple (FXG) 0.4 $1.9M -6% 30k 63.21
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Tesla Motors (TSLA) 0.4 $1.8M 8.1k 227.23
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UnitedHealth (UNH) 0.4 $1.8M +10% 3.3k 539.75
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Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $1.8M 16k 111.35
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Ishares Tr Glob Hlthcre Etf (IXJ) 0.4 $1.8M 20k 89.46
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Broadcom (AVGO) 0.4 $1.8M +8% 1.6k 1099.96
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.4 $1.7M 61k 28.46
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Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $1.7M +7% 20k 86.55
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.4 $1.7M 31k 55.39
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Johnson & Johnson (JNJ) 0.4 $1.7M +5% 10k 161.15
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.4 $1.7M 24k 69.76
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Northrop Grumman Corporation (NOC) 0.4 $1.6M -2% 3.5k 467.32
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $1.6M +7% 23k 69.74
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Progressive Corporation (PGR) 0.4 $1.6M 9.5k 168.01
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Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.3 $1.6M 56k 28.31
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $1.6M +14% 21k 73.31
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Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $1.6M -2% 9.8k 159.22
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Pacer Fds Tr Industrial Relet (INDS) 0.3 $1.5M -15% 38k 40.55
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.3 $1.5M +3% 65k 23.71
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J P Morgan Exchange Traded F Active Growth (JGRO) 0.3 $1.5M +71% 25k 61.74
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Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.3 $1.5M +520% 58k 26.08
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Vanguard Index Fds Large Cap Etf (VV) 0.3 $1.5M -2% 6.9k 219.00
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.3 $1.5M 7.8k 188.42
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Vanguard Index Fds Growth Etf (VUG) 0.3 $1.4M 4.6k 312.49
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AFLAC Incorporated (AFL) 0.3 $1.4M 17k 82.69
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Costco Wholesale Corporation (COST) 0.3 $1.4M -9% 2.1k 673.59
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Ishares Tr Glob Utilits Etf (JXI) 0.3 $1.4M +13% 24k 58.15
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $1.4M +2% 18k 74.06
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.3 $1.3M NEW 53k 25.24
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First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) 0.3 $1.3M -13% 31k 42.65
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $1.3M +427% 27k 48.53
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International Business Machines (IBM) 0.3 $1.3M -8% 8.2k 162.15
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First Tr Exchange Traded Us Eqty Oppt Etf (FPX) 0.3 $1.3M -30% 14k 93.33
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First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.3 $1.3M +17% 23k 57.75
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Ishares Tr Tips Bd Etf (TIP) 0.3 $1.3M -5% 12k 107.33
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.3 $1.3M -15% 25k 51.01
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First Tr Exchange-traded Rba Indl Etf (AIRR) 0.3 $1.2M +68% 22k 55.15
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $1.2M +35% 12k 95.97
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Ishares Em Mkts Div Etf (DVYE) 0.3 $1.2M +16% 45k 26.02
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Ishares Tr Msci Intl Qualty (IQLT) 0.3 $1.2M 31k 36.93
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.1M +40% 7.8k 143.67
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Ishares Tr Us Sml Cap Eqt (SMLF) 0.2 $1.1M +2% 20k 57.49
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Meta Platforms Cl A (META) 0.2 $1.1M -2% 3.0k 369.67
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Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.2 $1.1M -9% 52k 20.75
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Visa Com Cl A (V) 0.2 $1.1M -4% 4.1k 264.04
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Chevron Corporation (CVX) 0.2 $1.1M +12% 7.4k 145.29
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Ishares Msci Gbl Min Vol (ACWV) 0.2 $1.1M -8% 11k 100.85
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Ishares Tr Broad Usd High (USHY) 0.2 $1.0M +14% 29k 36.45
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Blackrock Mun Income Tr Sh Ben Int (BFK) 0.2 $1.0M 103k 10.09
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T Rowe Price Etf Price Div Grwt (TDVG) 0.2 $1.0M -16% 30k 35.11
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.0M 26k 39.06
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McDonald's Corporation (MCD) 0.2 $1.0M +41% 3.5k 294.14
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Mastercard Incorporated Cl A (MA) 0.2 $1.0M -6% 2.4k 426.72
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Intuit (INTU) 0.2 $1.0M +314% 1.7k 608.71
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $1.0M +222% 20k 51.79
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Ishares Tr Core High Dv Etf (HDV) 0.2 $1.0M 9.8k 102.61
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TFS Financial Corporation (TFSL) 0.2 $1.0M +7% 72k 13.89
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Philip Morris International (PM) 0.2 $1.0M +20% 11k 95.15
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Ishares Tr Glb Cnsm Stp Etf (KXI) 0.2 $993k +18% 17k 59.45
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First Tr Exchange Traded Wtr Etf (FIW) 0.2 $974k 11k 92.45
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $967k -6% 5.5k 174.67
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Pacer Fds Tr Swan Sos Fd Of (PSFF) 0.2 $965k NEW 37k 25.96
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Spdr Ser Tr Aerospace Def (XAR) 0.2 $952k +255% 7.4k 129.47
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Ishares Tr Ishares Biotech (IBB) 0.2 $950k +98% 6.9k 136.89
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $944k -8% 9.5k 98.92
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Eli Lilly & Co. (LLY) 0.2 $942k -7% 1.5k 635.93
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First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.2 $911k 18k 51.04
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Pacer Fds Tr Pacer Us Small (CALF) 0.2 $885k +168% 19k 46.68
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $875k -5% 3.2k 272.13
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Ishares Emng Mkts Eqt (EMGF) 0.2 $872k 21k 41.74
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Astrazeneca Sponsored Adr (AZN) 0.2 $863k -4% 13k 69.18
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $860k +4% 13k 65.86
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Exxon Mobil Corporation (XOM) 0.2 $848k +3% 8.6k 98.67
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $827k +90% 16k 51.00
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Parker-Hannifin Corporation (PH) 0.2 $826k 1.8k 462.56
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $817k 11k 77.46
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Coinbase Global Com Cl A (COIN) 0.2 $793k -20% 5.6k 141.16
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $783k 3.6k 216.15
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $778k -12% 1.1k 718.53
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PNC Financial Services (PNC) 0.2 $769k -6% 5.0k 152.55
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Procter & Gamble Company (PG) 0.2 $766k -2% 5.1k 150.51
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $763k 9.7k 78.57
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $758k -7% 11k 69.71
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Honeywell International (HON) 0.2 $748k 3.7k 201.67
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $735k +4% 7.3k 101.22
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Sap Se Spon Adr (SAP) 0.2 $735k -8% 4.7k 156.51
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First Tr Exchng Traded Fd Vi Cboe Vest Us Buf (FMAY) 0.2 $734k -16% 18k 41.56
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Ishares Tr Glb Cns Disc Etf (RXI) 0.2 $730k 4.7k 156.20
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Home Depot (HD) 0.2 $724k -5% 2.0k 356.54
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Ishares Tr National Mun Etf (MUB) 0.2 $719k -15% 6.6k 108.58
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Oracle Corporation (ORCL) 0.2 $713k +49% 6.8k 104.77
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Vanguard World Fds Energy Etf (VDE) 0.2 $707k 6.2k 114.03
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Merck & Co (MRK) 0.2 $704k 5.9k 118.42
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $702k +9% 4.0k 173.55
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $686k +29% 14k 50.33
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Novo-nordisk A S Adr (NVO) 0.2 $682k -20% 6.4k 106.69
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $673k -4% 3.9k 173.39
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $670k 8.0k 83.62
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Goldman Sachs (GS) 0.1 $665k +4% 1.8k 379.67
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $641k 6.2k 103.28
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $631k +210% 6.3k 100.48
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Pepsi (PEP) 0.1 $625k +2% 3.8k 166.14
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Diageo Spon Adr New (DEO) 0.1 $620k NEW 4.3k 143.94
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $618k +10% 26k 24.21
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Walt Disney Company (DIS) 0.1 $617k 6.9k 89.45
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TransDigm Group Incorporated (TDG) 0.1 $616k +2% 604.00 1019.82
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $616k +24% 12k 52.12
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $612k 11k 55.60
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Ishares Tr Select Divid Etf (DVY) 0.1 $601k 5.2k 116.45
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.1 $590k 9.6k 61.68
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $586k 9.9k 59.26
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Abbott Laboratories (ABT) 0.1 $584k 5.1k 113.49
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Innovator Etfs Tr Defined Wlt Shld (BALT) 0.1 $581k 20k 28.61
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Vaneck Etf Trust Mrngstr Int Moat (MOTI) 0.1 $575k +22% 19k 30.36
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Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.1 $574k +48% 6.6k 87.52
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $573k -4% 9.1k 62.87
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $571k -3% 20k 28.97
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Ishares Tr Us Hlthcare Etf (IYH) 0.1 $571k NEW 1.9k 295.15
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Adobe Systems Incorporated (ADBE) 0.1 $570k +6% 953.00 597.57
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Ishares Tr Glb Infrastr Etf (IGF) 0.1 $563k 12k 46.70
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Caterpillar (CAT) 0.1 $563k +80% 1.9k 292.04
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Abbvie (ABBV) 0.1 $563k +3% 3.4k 163.77
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Huntington Bancshares Incorporated (HBAN) 0.1 $560k 44k 12.72
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First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.1 $553k 25k 21.92
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Danaher Corporation (DHR) 0.1 $553k +42% 2.4k 227.96
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Thermo Fisher Scientific (TMO) 0.1 $551k +62% 1.0k 545.90
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Bristol Myers Squibb (BMY) 0.1 $548k +8% 11k 50.22
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Marriott Intl Cl A (MAR) 0.1 $543k 2.4k 227.03
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Equinix (EQIX) 0.1 $536k +8% 669.00 801.04
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $522k -5% 11k 47.55
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $520k +14% 6.9k 75.63
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ConocoPhillips (COP) 0.1 $519k -5% 4.7k 111.01
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Comcast Corp Cl A (CMCSA) 0.1 $513k +8% 12k 43.27
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Raytheon Technologies Corp (RTX) 0.1 $513k +8% 6.0k 85.31
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Fortune Brands (FBIN) 0.1 $508k 6.5k 78.57
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $505k 9.1k 55.42
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Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.1 $500k -39% 15k 33.44
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Ishares Tr Morningstar Grwt (ILCG) 0.1 $494k 7.3k 68.16
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Select Sector Spdr Tr Energy (XLE) 0.1 $487k +35% 6.0k 81.76
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Inventrust Pptys Corp Com New (IVT) 0.1 $486k -9% 19k 25.28
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Lowe's Companies (LOW) 0.1 $482k +57% 2.2k 220.20
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General Electric Com New (GE) 0.1 $481k 3.7k 129.82
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Davis Fundamental Etf Tr Selct Intl Etf (DINT) 0.1 $479k 27k 17.85
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L3harris Technologies (LHX) 0.1 $479k 2.4k 202.90
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At&t (T) 0.1 $478k +7% 29k 16.23
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $476k NEW 6.0k 79.59
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Fidelity Covington Trust Msci Utils Index (FUTY) 0.1 $475k 12k 40.52
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $473k -2% 1.5k 305.30
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Texas Instruments Incorporated (TXN) 0.1 $472k +79% 2.9k 165.60
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Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.1 $470k +33% 4.6k 102.68
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Vanguard World Fds Health Car Etf (VHT) 0.1 $468k +5% 1.8k 257.84
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Totalenergies Se Sponsored Ads (TTE) 0.1 $454k -11% 6.9k 65.37
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Starbucks Corporation (SBUX) 0.1 $453k +6% 4.9k 92.94
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Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.1 $451k -11% 4.7k 94.96
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Intel Corporation (INTC) 0.1 $450k -11% 9.4k 47.64
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $444k 6.1k 72.38
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Qualcomm (QCOM) 0.1 $441k 3.2k 139.04
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Illinois Tool Works (ITW) 0.1 $440k NEW 1.7k 253.98
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Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) 0.1 $440k -9% 8.1k 54.07
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $430k +2% 4.2k 102.32
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First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.1 $429k 6.1k 70.42
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Charles Schwab Corporation (SCHW) 0.1 $427k +58% 6.5k 65.26
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $420k +15% 5.5k 76.13
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First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $420k 15k 27.46
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $420k NEW 4.3k 96.70
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Pfizer (PFE) 0.1 $417k -9% 15k 28.40
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Carrier Global Corporation (CARR) 0.1 $416k +55% 7.3k 56.86
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Lockheed Martin Corporation (LMT) 0.1 $412k -2% 910.00 453.05
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $410k 1.7k 234.90
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Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 0.1 $406k NEW 12k 35.17
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First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) 0.1 $405k -38% 10k 39.04
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PPG Industries (PPG) 0.1 $403k 2.8k 146.39
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Ishares Tr TRS FLT RT BD (TFLO) 0.1 $401k NEW 7.9k 50.56
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salesforce (CRM) 0.1 $401k NEW 1.5k 271.38
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Cme (CME) 0.1 $394k +9% 2.0k 196.42
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Nextera Energy (NEE) 0.1 $393k +2% 6.5k 60.72
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First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.1 $385k -42% 4.3k 89.71
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Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $380k +63% 7.4k 51.10
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Automatic Data Processing (ADP) 0.1 $379k +21% 1.6k 235.34
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Spdr Gold Tr Gold Shs (GLD) 0.1 $379k +36% 2.0k 187.87
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Medtronic SHS (MDT) 0.1 $379k -4% 4.4k 87.09
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Verizon Communications (VZ) 0.1 $378k +2% 10k 37.90
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Ishares Tr Intl Div Grwth (IGRO) 0.1 $374k 5.8k 64.27
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BP Sponsored Adr (BP) 0.1 $373k +14% 11k 34.61
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Ishares Tr Core Div Grwth (DGRO) 0.1 $373k 6.9k 53.80
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $372k +3% 6.1k 60.91
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American Express Company (AXP) 0.1 $366k NEW 2.0k 185.03
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $364k 6.6k 55.15
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Vanguard World Fds Utilities Etf (VPU) 0.1 $364k 2.7k 135.89
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CVS Caremark Corporation (CVS) 0.1 $364k +46% 4.6k 78.93
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Innovator Etfs Tr Grwt100 Pwr Buf (NJUL) 0.1 $361k -67% 6.5k 55.23
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $361k 9.7k 37.21
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Ross Stores (ROST) 0.1 $359k +4% 2.6k 136.77
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Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $358k +63% 16k 22.95
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $358k +49% 10k 34.73
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Cisco Systems (CSCO) 0.1 $357k -2% 7.1k 50.44
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First Tr Exchange Traded Finls Alphadex (FXO) 0.1 $357k -18% 8.3k 43.12
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FedEx Corporation (FDX) 0.1 $357k +18% 1.4k 250.85
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Delta Air Lines Inc Del Com New (DAL) 0.1 $355k 8.4k 42.26
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First Tr Exchange Traded Utilities Alph (FXU) 0.1 $354k +4% 11k 31.14
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Kla Corp Com New (KLAC) 0.1 $354k 629.00 562.14
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Wells Fargo & Company (WFC) 0.1 $352k +18% 7.2k 49.04
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Ishares Tr Msci Gbl Sus Dev (SDG) 0.1 $351k -4% 4.4k 79.39
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Ametek (AME) 0.1 $348k -9% 2.1k 163.92
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Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.1 $347k -20% 9.6k 36.22
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $346k 10k 33.42
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Valero Energy Corporation (VLO) 0.1 $346k +4% 2.7k 128.01
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Truist Financial Corp equities (TFC) 0.1 $343k +7% 9.2k 37.34
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PPL Corporation (PPL) 0.1 $343k 13k 27.02
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.1 $342k NEW 3.6k 95.87
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Shell Spon Ads (SHEL) 0.1 $339k +35% 5.4k 63.20
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Vanguard World Mega Grwth Ind (MGK) 0.1 $337k +2% 1.3k 261.10
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Key (KEY) 0.1 $337k -26% 23k 14.39
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Ishares Tr Mrngstr Inc Etf (IYLD) 0.1 $334k +2% 17k 19.82
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MercadoLibre (MELI) 0.1 $331k -7% 208.00 1591.68
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Union Pacific Corporation (UNP) 0.1 $331k NEW 1.4k 236.38
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Hilton Worldwide Holdings (HLT) 0.1 $330k -13% 1.8k 182.14
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First Tr Exchange Traded Tech Alphadex (FXL) 0.1 $329k 2.6k 127.50
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ESSA Ban (ESSA) 0.1 $329k 17k 19.25
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Ishares Tr Msci Eafe Smcp (HSCZ) 0.1 $323k +51% 11k 29.33
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (XDEC) 0.1 $322k -5% 9.4k 34.18
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Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.1 $319k -23% 27k 11.85
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Netflix (NFLX) 0.1 $319k -8% 647.00 492.23
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $318k +23% 5.2k 61.58
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Relx Sponsored Adr (RELX) 0.1 $317k +5% 7.8k 40.34
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Morgan Stanley Com New (MS) 0.1 $316k +2% 3.5k 90.51
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Stryker Corporation (SYK) 0.1 $314k +5% 1.0k 308.87
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Zoetis Cl A (ZTS) 0.1 $310k -14% 1.6k 196.71
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Trane Technologies SHS (TT) 0.1 $309k +4% 1.3k 245.99
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Ford Motor Company (F) 0.1 $308k 26k 11.71
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Duke Energy Corp Com New (DUK) 0.1 $308k 3.2k 97.15
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Marathon Petroleum Corp (MPC) 0.1 $308k -4% 2.0k 155.37
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Boeing Company (BA) 0.1 $307k 1.4k 222.72
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $305k 1.9k 164.21
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Schlumberger Com Stk (SLB) 0.1 $303k NEW 6.2k 48.80
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $302k -8% 3.9k 77.06
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British Amern Tob Sponsored Adr (BTI) 0.1 $302k 10k 30.30
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TJX Companies (TJX) 0.1 $302k -2% 3.2k 95.25
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Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $301k +2% 17k 17.46
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Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $300k +18% 4.6k 65.14
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Norwegian Cruise Line Hldg L SHS (NCLH) 0.1 $299k 17k 17.51
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Ishares Tr Intl Sel Div Etf (IDV) 0.1 $297k -18% 11k 27.69
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Pacer Fds Tr Developed Mrkt (ICOW) 0.1 $295k +22% 9.5k 31.03
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Uber Technologies (UBER) 0.1 $294k NEW 4.6k 63.47
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Kroger (KR) 0.1 $291k NEW 6.3k 45.85
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Select Sector Spdr Tr Indl (XLI) 0.1 $290k 2.6k 112.11
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $288k 1.9k 147.98
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.1 $287k NEW 12k 23.90
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJAN) 0.1 $285k 8.2k 34.54
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Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.1 $283k -16% 9.0k 31.58
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Nike CL B (NKE) 0.1 $283k 2.7k 105.90
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $281k 1.7k 167.46
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Bank of America Corporation (BAC) 0.1 $280k 8.5k 33.15
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Vici Pptys (VICI) 0.1 $278k +15% 8.9k 31.16
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $277k -2% 5.1k 54.74
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CenterPoint Energy (CNP) 0.1 $276k NEW 9.7k 28.35
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Marsh & McLennan Companies (MMC) 0.1 $276k -12% 1.4k 192.86
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Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 0.1 $274k 6.5k 42.42
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Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $274k +13% 19k 14.65
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First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC) 0.1 $274k -26% 7.0k 39.11
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Ishares Tr Core Intl Aggr (IAGG) 0.1 $274k 5.5k 49.54
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Vanguard World Fds Consum Dis Etf (VCR) 0.1 $273k 910.00 299.43
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West Pharmaceutical Services (WST) 0.1 $272k -2% 766.00 354.63
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $271k +10% 3.0k 91.57
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Baxter International (BAX) 0.1 $271k NEW 6.8k 40.04
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Target Corporation (TGT) 0.1 $270k NEW 1.9k 142.00
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Coca-Cola Company (KO) 0.1 $269k -8% 4.5k 59.82
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Ishares Tr Us Home Cons Etf (ITB) 0.1 $265k -5% 2.6k 102.25
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Tc Energy Corp (TRP) 0.1 $265k +3% 6.7k 39.37
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $264k NEW 2.2k 121.49
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First Tr Exchng Traded Fd Vi Ft Cboe Vest Bfr (FJAN) 0.1 $264k 6.6k 39.97
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Ishares Tr Core Msci Total (IXUS) 0.1 $263k 4.1k 64.03
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $262k -4% 7.1k 36.80
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $260k 3.1k 85.13
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First Tr Exchange Traded Intl Equity Opp (FPXI) 0.1 $254k -25% 6.0k 42.41
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $251k 665.00 377.17
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $251k 2.2k 112.93
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Air Products & Chemicals (APD) 0.1 $250k -7% 946.00 264.72
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First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $249k -21% 2.4k 104.39
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Vanguard World Fds Financials Etf (VFH) 0.1 $249k 2.7k 91.79
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First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) 0.1 $248k 5.8k 42.76
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $248k +10% 3.3k 74.77
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First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.1 $247k 6.9k 35.87
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Godaddy Cl A (GDDY) 0.1 $247k -14% 2.4k 104.54
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Vanguard World Fds Consum Stp Etf (VDC) 0.1 $244k 1.3k 192.26
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Yum! Brands (YUM) 0.1 $241k -4% 1.9k 129.00
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eBay (EBAY) 0.1 $237k NEW 5.7k 41.87
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Phillips 66 (PSX) 0.1 $236k 1.8k 130.26
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J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.1 $236k NEW 4.4k 53.91
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Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.1 $236k 1.6k 145.07
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Prudential Financial (PRU) 0.1 $235k -2% 2.3k 103.36
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Listed Fd Tr Swan Hedged Eqty (HEGD) 0.1 $234k NEW 12k 19.64
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Site Centers Corp (SITC) 0.1 $234k -57% 17k 13.80
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Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $233k 7.4k 31.68
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $233k 4.5k 51.79
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Select Sector Spdr Tr Technology (XLK) 0.1 $231k -14% 1.2k 191.63
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $231k NEW 1.5k 156.36
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Edwards Lifesciences (EW) 0.1 $230k -58% 3.1k 75.14
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Aon Shs Cl A (AON) 0.1 $230k -12% 769.00 298.61
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Canadian Pacific Kansas City (CP) 0.1 $229k +7% 3.0k 77.06
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Paychex (PAYX) 0.1 $229k NEW 1.9k 119.14
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First Tr Mid Cap Core Alphad Com Shs (FNX) 0.1 $227k 2.2k 101.79
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McKesson Corporation (MCK) 0.1 $227k NEW 464.00 488.57
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Victory Portfolios Ii Vcshs Us 500 Vol (CFA) 0.1 $226k 3.0k 74.27
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Nuveen PA Investnt Quality Municipal (NQP) 0.1 $225k 19k 11.71
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Ishares Tr Global Reit Etf (REET) 0.0 $222k -2% 9.3k 23.89
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $222k 2.8k 78.20
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Servicenow (NOW) 0.0 $222k NEW 305.00 726.46
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Ishares Tr Global Finls Etf (IXG) 0.0 $221k 2.8k 77.98
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Broadridge Financial Solutions (BR) 0.0 $220k NEW 1.1k 201.21
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Amgen (AMGN) 0.0 $219k -3% 723.00 302.90
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Kinder Morgan (KMI) 0.0 $219k NEW 12k 17.84
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Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.0 $216k NEW 3.3k 66.51
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Abcellera Biologics (ABCL) 0.0 $216k +31% 40k 5.45
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Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $216k NEW 7.5k 28.68
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Palo Alto Networks (PANW) 0.0 $215k NEW 666.00 323.49
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First Tr Morningstar Divid L SHS (FDL) 0.0 $215k NEW 6.0k 35.90
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Fs Kkr Capital Corp (FSK) 0.0 $215k NEW 11k 20.51
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First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP) 0.0 $214k -28% 5.3k 40.30
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Linde SHS (LIN) 0.0 $214k -22% 527.00 405.96
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American Intl Group Com New (AIG) 0.0 $214k NEW 3.2k 67.29
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.0 $214k 4.1k 51.68
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Norwood Financial Corporation (NWFL) 0.0 $213k NEW 7.3k 29.35
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Deere & Company (DE) 0.0 $213k NEW 546.00 390.22
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First Tr Exchange-traded Nasdaq Transn (FTXR) 0.0 $213k 7.2k 29.44
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $212k NEW 8.4k 25.26
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Pacer Fds Tr Globl Cash Etf (GCOW) 0.0 $212k NEW 6.2k 34.07
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Ishares Tr Modert Alloc Etf (AOM) 0.0 $211k -8% 5.1k 41.31
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Flexshares Tr Flexshares Ultra (RAVI) 0.0 $211k -12% 2.8k 75.22
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Blackstone Group Inc Com Cl A (BX) 0.0 $210k NEW 1.8k 119.92
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Ryanair Holdings Sponsored Ads (RYAAY) 0.0 $210k -19% 1.7k 125.38
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Equitrans Midstream Corp (ETRN) 0.0 $208k +31% 19k 10.74
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Waste Management (WM) 0.0 $207k NEW 1.2k 179.28
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Cleveland-cliffs (CLF) 0.0 $207k -7% 11k 18.26
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Spdr Ser Tr S&p Biotech (XBI) 0.0 $207k NEW 2.3k 90.49
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Wal-Mart Stores (WMT) 0.0 $206k 1.3k 161.08
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Royal Gold (RGLD) 0.0 $206k NEW 1.7k 120.87
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $205k NEW 4.8k 42.24
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Global X Fds Autonmous Ev Etf (DRIV) 0.0 $204k 8.7k 23.55
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.0 $204k NEW 2.4k 85.50
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Ark Etf Tr Innovation Etf (ARKK) 0.0 $203k NEW 4.2k 48.18
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Wisdomtree Tr Intl Midcap Dv (DIM) 0.0 $203k NEW 3.4k 60.30
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Royal Caribbean Cruises (RCL) 0.0 $203k NEW 1.6k 123.42
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $202k NEW 4.2k 47.85
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $202k NEW 1.9k 104.95
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Kkr & Co (KKR) 0.0 $202k NEW 2.5k 81.87
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Hci (HCI) 0.0 $201k NEW 2.4k 85.62
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Rockwell Automation (ROK) 0.0 $201k NEW 659.00 305.06
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Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.0 $200k 11k 18.36
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Xenia Hotels & Resorts (XHR) 0.0 $179k -2% 14k 13.23
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Vale S A Sponsored Ads (VALE) 0.0 $172k NEW 12k 14.88
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Federated Premier Municipal Income (FMN) 0.0 $164k -7% 15k 11.06
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Warner Bros Discovery Com Ser A (WBD) 0.0 $150k NEW 14k 10.54
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Advisorshares Tr Pure Us Cannabis (MSOS) 0.0 $150k +3% 20k 7.44
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Pimco Municipal Income Fund II (PML) 0.0 $128k -35% 16k 8.29
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Inovio Pharmaceuticals Com New (INO) 0.0 $116k 131k 0.89
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Barclays Adr (BCS) 0.0 $115k +5% 15k 7.52
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Transocean Reg Shs (RIG) 0.0 $106k 19k 5.59
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Etf Managers Tr Etfmg Altr Hrvst (MJ) 0.0 $105k 32k 3.26
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Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) 0.0 $71k -21% 12k 5.78
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Limelight Networks (EGIO) 0.0 $24k +20% 90k 0.26
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Desktop Metal Com Cl A (DM) 0.0 $19k 30k 0.63
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Solid Power Class A Com (SLDP) 0.0 $17k NEW 14k 1.29
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Allbirds Com Cl A (BIRD) 0.0 $11k 11k 1.02
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Past Filings by Cedar Brook Financial Partners

SEC 13F filings are viewable for Cedar Brook Financial Partners going back to 2018

View all past filings