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Emerald Investment Partners

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

Top 5 stock holdings are IVV, VTV, SCHF, IUSB, VUG, and represent 15.23% of WealthShield Partners's stock portfolio.
Added to shares of these 10 stocks: FALN (+$12M), VONG, IVV, HYMB, QUAL, TLTW, IUSB, AGG, JCI, VUG.
Started 26 new stock positions in IYLD, IWX, DIVI, FBND, PAPR, TFC, SPHB, JCI, AGGY, MA.
Reduced shares in these 10 stocks: IEF (-$9.7M), SGOV, VEA, IWN, META, LQDH, ESGU, VWO, COWZ, AVGO.
Sold out of its positions in PIZ, EWC, IYG, ACWI, STIP, NEAR, IQLT, IPAC, IEUR, IVLU.
WealthShield Partners was a net buyer of stock by $15M.
WealthShield Partners has $664M in assets under management (AUM), dropping by 6.98%.
Central Index Key (CIK): 0001729303

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Portfolio Holdings for WealthShield Partners

WealthShield Partners holds 485 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	4.9	$32M	+5%	73k	445.71	View chart
Vanguard Index Fds Value Etf (VTV)	3.0	$20M		142k	142.10	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.8	$19M	-3%	528k	35.65	View chart
Ishares Tr Core Total Usd (IUSB)	2.3	$16M	+9%	343k	45.47	View chart
Vanguard Index Fds Growth Etf (VUG)	2.1	$14M	+7%	50k	282.96	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.1	$14M	+2%	187k	74.95	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	2.1	$14M	+10%	416k	33.50	View chart
Ishares Tr Faln Angls Usd (FALN)	1.8	$12M	+2471%	470k	25.37	View chart
Ishares Tr Core Div Grwth (DGRO)	1.7	$12M		224k	51.53	View chart
Apple (AAPL)	1.7	$12M	-2%	59k	193.97	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.7	$11M	+14%	83k	134.87	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	1.6	$10M	-2%	370k	27.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.5	$10M	+2%	150k	67.50	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.5	$10M	+6%	104k	95.41	View chart
Vanguard World Mega Grwth Ind (MGK)	1.3	$8.9M		38k	235.32	View chart
Ishares Tr National Mun Etf (MUB)	1.3	$8.9M	+10%	83k	106.73	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	1.3	$8.3M	+6%	106k	78.49	View chart
Microsoft Corporation (MSFT)	1.2	$8.3M	-3%	24k	340.53	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.2	$8.1M	-10%	84k	97.46	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.2	$7.8M	+2%	169k	46.16	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$7.7M	+7%	157k	49.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$7.3M	-9%	45k	163.20	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.0	$7.0M	+2%	104k	67.09	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.0	$6.4M		62k	103.76	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.9	$6.2M	+146%	87k	70.76	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.9	$6.1M	+18%	65k	94.28	View chart
Ishares Tr Eafe Value Etf (EFV)	0.9	$5.8M		119k	48.94	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.8	$5.5M		80k	68.78	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$5.4M		20k	275.18	View chart
Ishares Tr Invt Grd Corp Bd (LQDW)	0.8	$5.2M	+14%	155k	33.73	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.7	$5.0M	+6%	69k	71.65	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.7	$4.8M	+8%	62k	77.19	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$4.8M	+36%	49k	97.95	View chart
UnitedHealth (UNH)	0.7	$4.6M	+21%	9.6k	480.66	View chart
JPMorgan Chase & Co. (JPM)	0.7	$4.4M	+4%	31k	145.44	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$4.4M	+19%	26k	173.86	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$4.2M	+25%	60k	70.48	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$4.2M		39k	108.87	View chart
Amazon (AMZN)	0.6	$4.2M	-7%	32k	130.36	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$4.2M	+6%	25k	165.40	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.6	$4.2M	+19%	54k	76.96	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.6	$4.2M	+11%	43k	96.63	View chart
Home Depot (HD)	0.6	$4.1M	+6%	13k	310.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$4.1M		34k	119.70	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.6	$4.1M	+12%	37k	109.84	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$4.0M	+2%	43k	93.26	View chart
Ishares Tr Micro-cap Etf (IWC)	0.6	$3.9M	+13%	36k	109.30	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$3.8M		168k	22.90	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.6	$3.8M		39k	97.64	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$3.6M	+18%	49k	74.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$3.6M	-42%	78k	46.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$3.2M		22k	149.64	View chart
Visa Com Cl A (V)	0.5	$3.2M	+14%	13k	237.48	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$3.1M		22k	138.40	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$3.0M		15k	205.77	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.5	$3.0M	+39%	33k	91.62	View chart
salesforce (CRM)	0.4	$3.0M	+16%	14k	211.26	View chart
Ishares Tr Core Msci Intl (IDEV)	0.4	$3.0M		48k	61.12	View chart
Nxp Semiconductors N V (NXPI)	0.4	$2.9M	+33%	14k	205.66	View chart
Johnson & Johnson (JNJ)	0.4	$2.8M	-2%	17k	165.52	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.4	$2.8M	-4%	48k	57.56	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.4	$2.8M	-2%	109k	25.37	View chart
L3harris Technologies (LHX)	0.4	$2.6M	+52%	14k	195.77	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.4	$2.6M		43k	61.01	View chart
Pacer Fds Tr Wealthshield (PWS)	0.4	$2.6M	-8%	94k	27.41	View chart
Trane Technologies SHS (TT)	0.4	$2.5M	-3%	13k	192.11	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.4	$2.4M	+150%	98k	25.01	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$2.4M	+2%	97k	24.63	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.4	$2.4M		33k	72.93	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$2.3M	-16%	24k	99.65	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$2.3M	+2%	33k	71.03	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$2.3M	+11%	12k	187.27	View chart
Cisco Systems (CSCO)	0.3	$2.3M	+5%	44k	51.74	View chart
Keysight Technologies (KEYS)	0.3	$2.2M		13k	167.45	View chart
TJX Companies (TJX)	0.3	$2.2M	+4%	26k	84.79	View chart
Motorola Solutions Com New (MSI)	0.3	$2.2M	+2%	7.5k	294.14	View chart
Meta Platforms Cl A (META)	0.3	$2.2M	-31%	7.7k	286.98	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$2.2M		50k	43.80	View chart
Merck & Co (MRK)	0.3	$2.1M		18k	116.12	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.3	$2.1M	+8%	62k	34.39	View chart
Wal-Mart Stores (WMT)	0.3	$2.1M	+2%	13k	157.18	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$2.0M	-2%	41k	50.22	View chart
S&p Global (SPGI)	0.3	$2.0M	+3%	5.0k	400.89	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.3	$2.0M	-2%	70k	28.45	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$2.0M	+18%	19k	104.04	View chart
Ishares Esg Awr Msci Em (ESGE)	0.3	$2.0M	+41%	63k	31.63	View chart
Broadcom (AVGO)	0.3	$2.0M	-29%	2.3k	867.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.9M		5.7k	341.00	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$1.9M	+10%	8.0k	242.66	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.9M	+6%	37k	52.37	View chart
Iqvia Holdings (IQV)	0.3	$1.9M		8.6k	224.77	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$1.9M	+19%	4.3k	444.88	View chart
Allstate Corporation (ALL)	0.3	$1.9M	+29%	18k	109.89	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$1.9M		12k	157.83	View chart
Edwards Lifesciences (EW)	0.3	$1.9M	-17%	20k	94.33	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.3	$1.9M	-6%	46k	41.30	View chart
Eaton Corp SHS (ETN)	0.3	$1.9M		9.3k	201.10	View chart
Verizon Communications (VZ)	0.3	$1.8M	+5%	48k	37.19	View chart
NVIDIA Corporation (NVDA)	0.3	$1.8M	-6%	4.2k	423.02	View chart
Pepsi (PEP)	0.3	$1.7M	+73%	9.3k	186.32	View chart
Air Products & Chemicals (APD)	0.3	$1.7M	+5%	5.7k	301.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.7M		4.2k	408.90	View chart
Duke Energy Corp Com New (DUK)	0.3	$1.7M		19k	89.74	View chart
Chubb (CB)	0.3	$1.7M	+6%	8.7k	193.43	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$1.7M	+30%	29k	57.73	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$1.6M	-19%	49k	33.71	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$1.6M	-16%	34k	46.64	View chart
Medtronic SHS (MDT)	0.2	$1.6M	+4%	18k	88.78	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$1.6M		9.6k	161.19	View chart
Intercontinental Exchange (ICE)	0.2	$1.5M	+3%	13k	113.08	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.2	$1.5M	-8%	33k	46.16	View chart
Procter & Gamble Company (PG)	0.2	$1.5M		9.9k	151.74	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.5M	-32%	15k	97.84	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.4M	-39%	35k	40.68	View chart
Cme (CME)	0.2	$1.4M	+4%	7.7k	185.30	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$1.4M		8.8k	158.56	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$1.4M	-20%	32k	43.20	View chart
Steris Shs Usd (STE)	0.2	$1.4M	-18%	6.2k	224.98	View chart
Kraneshares Tr Kfa Mount Lucas (KMLM)	0.2	$1.4M	-13%	45k	30.47	View chart
Lauder Estee Cos Cl A (EL)	0.2	$1.4M	+32%	7.0k	196.38	View chart
Fiserv (FI)	0.2	$1.4M	+5%	11k	126.15	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$1.4M	+3%	22k	62.21	View chart
Comcast Corp Cl A (CMCSA)	0.2	$1.3M		32k	41.55	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.2	$1.3M	-7%	38k	34.65	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$1.3M	+9%	13k	102.94	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.3M	-5%	4.9k	261.48	View chart
Coca-Cola Company (KO)	0.2	$1.3M	+57%	21k	60.85	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.3M	+9%	17k	72.62	View chart
Marathon Petroleum Corp (MPC)	0.2	$1.2M	+8%	11k	116.60	View chart
Darden Restaurants (DRI)	0.2	$1.2M	+8%	7.4k	167.09	View chart
Halliburton Company (HAL)	0.2	$1.2M	+15%	37k	32.99	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.2	$1.2M	+2%	66k	18.08	View chart
Johnson Ctls Intl SHS (JCI)	0.2	$1.2M	NEW	17k	68.51	View chart
Union Pacific Corporation (UNP)	0.2	$1.2M	-34%	5.7k	204.62	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$1.2M		31k	36.99	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$1.1M	-3%	11k	107.13	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$1.1M	-6%	22k	51.84	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.2	$1.1M	-11%	44k	25.60	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$1.1M		15k	75.00	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$1.1M	+7%	34k	32.54	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$1.1M	+16%	25k	42.05	View chart
Devon Energy Corporation (DVN)	0.2	$1.0M	+3%	22k	48.34	View chart
Invesco Db Multi-sector Comm Precious Metal (DBP)	0.2	$1.0M	+103%	21k	49.35	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$1.0M	-12%	45k	22.74	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$1.0M	-4%	9.1k	110.77	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.0M		5.6k	178.27	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.1	$979k	+2%	56k	17.48	View chart
Pacer Fds Tr Trendpilot Us Bd (PTBD)	0.1	$974k	-25%	49k	19.99	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$969k	-59%	6.9k	140.80	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$951k		8.3k	114.93	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$945k	-39%	9.4k	100.79	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$941k	-8%	15k	62.81	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$928k	-4%	7.7k	120.97	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$926k	+2%	4.0k	229.74	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$921k	+3%	24k	39.08	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$918k	-8%	12k	75.66	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$875k	-2%	9.2k	95.09	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$858k		12k	72.50	View chart
Global X Fds Global X Uranium (URA)	0.1	$843k	-3%	39k	21.70	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$838k	-7%	15k	54.41	View chart
Exxon Mobil Corporation (XOM)	0.1	$833k	+3%	7.8k	107.25	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.1	$832k	+14%	15k	57.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$826k	+2%	2.2k	369.94	View chart
McDonald's Corporation (MCD)	0.1	$823k	+3%	2.8k	298.43	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$823k		11k	72.69	View chart
Pioneer Natural Resources (PXD)	0.1	$817k		3.9k	207.15	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$814k	-18%	20k	41.73	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$812k		8.7k	93.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$811k	+19%	3.7k	220.27	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.1	$787k	NEW	7.9k	99.46	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$743k	+20%	4.6k	162.99	View chart
Chevron Corporation (CVX)	0.1	$736k	-2%	4.7k	157.36	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.1	$729k	-4%	25k	29.63	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$724k	+36%	6.7k	108.13	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$723k		4.4k	163.65	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.1	$713k	+4%	18k	39.03	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$707k		1.8k	392.87	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$701k		18k	39.56	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$684k	-29%	7.9k	86.54	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$684k	+18%	24k	28.79	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$676k	-12%	8.0k	84.49	View chart
Pfizer (PFE)	0.1	$674k	-4%	18k	36.68	View chart
Bristol Myers Squibb (BMY)	0.1	$674k		11k	63.95	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$663k	+17%	7.2k	91.81	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.1	$661k	-12%	20k	32.94	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$656k	-5%	10k	65.44	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.1	$655k	+10%	20k	32.29	View chart
IDEXX Laboratories (IDXX)	0.1	$643k		1.3k	502.23	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$635k	+4%	7.5k	84.17	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$630k		35k	18.05	View chart
Ishares Tr Msci Usa Sze Ft (SIZE)	0.1	$630k	+129%	5.1k	122.74	View chart
Abbvie (ABBV)	0.1	$615k	-9%	4.6k	134.73	View chart
United Sts Commodity Index F Comm Idx Fnd (USCI)	0.1	$607k	+16%	11k	53.61	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$590k	+3%	30k	19.53	View chart
Tesla Motors (TSLA)	0.1	$574k	-3%	2.2k	261.77	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$571k	-27%	7.8k	73.03	View chart
Nfj Dividend Interest (NFJ)	0.1	$570k	+13%	47k	12.21	View chart
Qualcomm (QCOM)	0.1	$562k		4.7k	119.03	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$544k	+27%	16k	34.38	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$540k	+19%	11k	50.14	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$537k		3.5k	153.14	View chart
Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI)	0.1	$536k	+2%	30k	17.79	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$524k		7.5k	69.77	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$502k		1.0k	480.42	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$496k	-6%	22k	22.25	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$495k	+3%	2.3k	220.16	View chart
United Parcel Service CL B (UPS)	0.1	$491k		2.7k	179.25	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$479k		8.2k	58.66	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$478k	-46%	5.9k	81.08	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$473k	-4%	4.9k	96.98	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$462k	-50%	3.2k	144.26	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$458k	-19%	17k	27.15	View chart
Royce Micro Capital Trust (RMT)	0.1	$445k	+16%	51k	8.75	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$442k	-7%	5.4k	81.17	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.1	$435k		4.1k	106.97	View chart
Wells Fargo & Company (WFC)	0.1	$428k	+12%	10k	42.68	View chart
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG)	0.1	$422k		15k	28.82	View chart
Eli Lilly & Co. (LLY)	0.1	$413k	+31%	881.00	468.98	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$405k	+5%	2.0k	201.56	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$403k	-6%	6.8k	58.98	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$401k	+29%	8.3k	48.37	View chart
Philip Morris International (PM)	0.1	$399k		4.0k	98.88	View chart
Bank of America Corporation (BAC)	0.1	$396k		14k	28.69	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.1	$396k	+3%	2.3k	171.83	View chart
Yum! Brands (YUM)	0.1	$390k	NEW	2.8k	138.55	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$384k	+2313%	8.7k	44.28	View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)	0.1	$365k	+4%	14k	25.35	View chart
Costco Wholesale Corporation (COST)	0.1	$365k	+41%	677.00	538.52	View chart
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV)	0.1	$364k	-7%	7.8k	46.63	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$364k	+3%	1.8k	198.89	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.1	$360k		6.8k	52.60	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.1	$359k	-73%	3.9k	92.95	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$356k		1.0k	344.63	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$353k		1.7k	202.74	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$351k	+55%	2.7k	130.66	View chart
At&t (T)	0.1	$351k	-3%	22k	15.95	View chart
Global X Fds Russell 2000 (RYLD)	0.1	$344k	+31%	19k	18.09	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$343k	+56%	6.8k	50.30	View chart
Zimmer Holdings (ZBH)	0.1	$343k		2.4k	145.83	View chart
Waste Management (WM)	0.1	$343k		2.0k	173.44	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$343k	+2%	1.2k	280.25	View chart
International Business Machines (IBM)	0.1	$341k		2.6k	133.81	View chart
Ishares Msci Equal Weite (EUSA)	0.1	$336k	-16%	4.3k	78.80	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$328k	-5%	7.8k	41.87	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$328k	+43%	21k	15.97	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$324k		2.3k	140.56	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$318k	-32%	3.0k	107.61	View chart
PPL Corporation (PPL)	0.0	$308k		12k	26.70	View chart
CVS Caremark Corporation (CVS)	0.0	$308k	-13%	4.5k	69.12	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.0	$307k		18k	16.84	View chart
Caterpillar (CAT)	0.0	$306k	-11%	1.2k	246.10	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$300k		4.0k	75.07	View chart
Abbott Laboratories (ABT)	0.0	$293k	-15%	2.7k	109.01	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$293k		6.4k	45.99	View chart
Nextera Energy (NEE)	0.0	$292k		3.9k	74.20	View chart
Advisorshares Tr Dorsey Wrigt Adr (AADR)	0.0	$288k	+4%	5.8k	49.61	View chart
Walt Disney Company (DIS)	0.0	$286k	+3%	3.2k	89.28	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.0	$285k		6.5k	43.65	View chart
Adobe Systems Incorporated (ADBE)	0.0	$285k	-5%	582.00	488.99	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$282k		4.5k	62.04	View chart
Innovator Etfs Tr Us Eqty Bufr Jun (BJUN)	0.0	$279k		8.3k	33.55	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.0	$276k	-37%	4.6k	59.64	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$271k	-92%	2.7k	100.63	View chart
Southern Company (SO)	0.0	$269k	-20%	3.8k	70.24	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.0	$265k	+1731%	2.7k	97.91	View chart
Altria (MO)	0.0	$263k		5.7k	46.28	View chart
Intel Corporation (INTC)	0.0	$258k		7.7k	33.44	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$255k	-23%	4.9k	51.70	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.0	$255k	-20%	9.3k	27.31	View chart
Occidental Petroleum Corporation (OXY)	0.0	$252k	+5%	4.3k	58.97	View chart
FedEx Corporation (FDX)	0.0	$241k		969.00	249.09	View chart
Boeing Company (BA)	0.0	$238k	-5%	1.1k	211.09	View chart
Target Corporation (TGT)	0.0	$237k	-3%	1.8k	131.92	View chart
Mastercard Incorporated Cl A (MA)	0.0	$233k	NEW	593.00	393.30	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$232k		4.7k	49.22	View chart
Vaneck Etf Trust Cef Muni Income (XMPT)	0.0	$231k	-12%	11k	21.14	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$230k	-33%	3.7k	62.19	View chart
BP Sponsored Adr (BP)	0.0	$228k		6.4k	35.29	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.0	$225k	-4%	4.8k	47.05	View chart
Starbucks Corporation (SBUX)	0.0	$224k		2.3k	99.07	View chart
Truist Financial Corp equities (TFC)	0.0	$224k	NEW	7.4k	30.35	View chart
General Electric Com New (GE)	0.0	$220k	NEW	2.0k	109.87	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$220k		4.3k	50.82	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$217k		3.9k	56.07	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$215k	-5%	2.9k	73.33	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$213k		3.8k	56.39	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$211k	NEW	4.4k	47.54	View chart
Hershey Company (HSY)	0.0	$207k		831.00	249.62	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.0	$204k		5.7k	36.00	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$203k	+28%	3.2k	63.53	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$203k	-39%	4.7k	42.84	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$201k	NEW	4.4k	45.60	View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB)	0.0	$199k		4.6k	43.07	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.0	$198k	NEW	6.8k	29.23	View chart
Nushares Etf Tr Esg Hi Tld Crp (NUHY)	0.0	$197k		9.6k	20.56	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$195k		3.2k	61.90	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$188k	+6%	3.9k	48.06	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$187k	-4%	1.6k	116.67	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.0	$184k	+16%	3.6k	51.20	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$183k		2.2k	83.21	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$182k		2.4k	75.23	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV)	0.0	$170k		5.0k	33.91	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$169k	-48%	2.2k	75.63	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$160k		3.5k	45.30	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$150k	+993%	2.5k	59.46	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$149k	+20%	4.8k	30.93	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.0	$144k	NEW	3.2k	44.56	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$138k	-40%	2.0k	69.22	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$137k	+10%	5.3k	25.70	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$137k	+18%	5.2k	26.54	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$137k	-2%	1.8k	78.26	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$137k		3.6k	37.69	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.0	$134k		3.2k	41.74	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$133k		1.1k	122.58	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$129k		12k	10.93	View chart
Ssga Active Etf Tr Globl Allo Etf (GAL)	0.0	$123k	+2%	3.1k	40.00	View chart
Innovator Etfs Tr Us Equt Bufr Aug (BAUG)	0.0	$121k		3.6k	33.56	View chart
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)	0.0	$120k		3.9k	31.20	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$120k		2.3k	53.11	View chart
Vaneck Etf Trust Green Bond Etf (GRNB)	0.0	$119k		5.1k	23.30	View chart
BlackRock Global Opportunities Equity Tr (BOE)	0.0	$118k	-2%	12k	10.07	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.0	$117k		2.5k	46.54	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$116k	-38%	2.3k	50.17	View chart
Invesco Exch Traded Fd Tr Ii Global Water (PIO)	0.0	$116k		3.2k	35.77	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$116k		1.0k	113.30	View chart
New York Community Ban (NYCB)	0.0	$115k	-16%	10k	11.24	View chart
Ing Global Advantage And Premium Opportunity Fund (IGA)	0.0	$113k		13k	8.54	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$113k		1.4k	82.85	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$112k		2.4k	46.35	View chart
Voya Global Eq Div & Pr Opp (IGD)	0.0	$112k	+2%	22k	5.14	View chart
Blackrock Enhanced Intl Div Com Bene Inter (BGY)	0.0	$111k	-4%	20k	5.44	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$111k	-13%	5.3k	21.04	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.0	$111k		5.0k	21.98	View chart
Wisdomtree Tr Intl Midcap Dv (DIM)	0.0	$110k	+148%	1.9k	57.59	View chart
DNP Select Income Fund (DNP)	0.0	$109k	NEW	10k	10.54	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$104k	-4%	1.8k	56.46	View chart
Innovator Etfs Tr Us Eqty Ultra B (UDEC)	0.0	$104k	-4%	3.4k	30.19	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.0	$104k		2.5k	41.41	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$103k	-63%	1.4k	75.57	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.0	$103k		1.4k	71.42	View chart
Innovator Etfs Tr Us Eqt Ultra Bf (UJUN)	0.0	$103k	NEW	3.6k	28.59	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.0	$101k		2.2k	46.91	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$99k	-32%	1.9k	52.43	View chart
First Tr Exchange-traded Dorsey Wright (FVC)	0.0	$97k		2.9k	33.61	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$94k		369.00	254.48	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$91k	-20%	534.00	169.97	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$90k	-99%	935.00	96.60	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.0	$90k		454.00	197.45	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.0	$88k	-29%	3.7k	23.52	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$87k		3.0k	29.44	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.0	$87k	-16%	1.7k	52.11	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$87k	+19%	3.6k	23.91