Emerald Investment Partners

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

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Positions held by Emerald Investment Partners consolidated in one spreadsheet with up to 7 years of data

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