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 474 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
Ishares Tr Core S&p500 Etf (IVV) 7.2 $44M +4% 91k 477.63
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.3 $20M -2% 536k 36.96
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Ishares Tr 20+ Year Tr Bd (TLTW) 2.4 $15M -6% 541k 27.47
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.4 $15M +4% 177k 82.98
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Vanguard World Mega Grwth Ind (MGK) 1.8 $11M 42k 259.51
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Apple (AAPL) 1.8 $11M -6% 56k 192.53
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Ishares Tr Core Div Grwth (DGRO) 1.7 $10M -10% 192k 53.82
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Ishares Tr Core Total Usd (IUSB) 1.6 $9.9M -37% 215k 46.07
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Microsoft Corporation (MSFT) 1.6 $9.6M -9% 25k 376.04
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Wisdomtree Tr Em Ex St-owned (XSOE) 1.5 $9.2M -4% 317k 28.88
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Vanguard Index Fds Value Etf (VTV) 1.5 $8.9M -63% 60k 149.50
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Ishares Tr Msci Usa Qlt Fct (QUAL) 1.4 $8.6M +2% 58k 147.24
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Vanguard Specialized Funds Div App Etf (VIG) 1.3 $8.0M -3% 47k 170.40
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Ishares Tr National Mun Etf (MUB) 1.3 $7.6M -32% 70k 108.41
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Ishares Tr Eafe Value Etf (EFV) 1.2 $7.6M -15% 146k 52.10
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.2 $7.3M 104k 70.10
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Vanguard World Mega Cap Val Etf (MGV) 1.2 $7.2M -3% 66k 109.37
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Ishares Tr Esg Awr Msci Usa (ESGU) 1.1 $6.5M -10% 62k 104.92
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.0 $6.2M -10% 78k 80.15
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 1.0 $6.0M +3% 81k 73.38
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Amazon (AMZN) 1.0 $5.8M -17% 38k 151.94
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JPMorgan Chase & Co. (JPM) 0.9 $5.7M 34k 170.10
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.9 $5.6M -12% 120k 46.62
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Ishares Tr Eafe Grwth Etf (EFG) 0.9 $5.4M -39% 56k 96.85
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.9 $5.4M +3% 65k 83.31
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.9 $5.3M +4% 70k 75.67
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Select Sector Spdr Tr Technology (XLK) 0.9 $5.3M -5% 28k 192.48
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Home Depot (HD) 0.9 $5.3M +19% 15k 346.55
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Alphabet Cap Stk Cl A (GOOGL) 0.9 $5.2M -10% 37k 139.69
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.8 $5.0M -9% 53k 95.20
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $5.0M -14% 67k 75.10
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Ishares Core Msci Emkt (IEMG) 0.8 $4.9M -36% 97k 50.58
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Vanguard Index Fds Growth Etf (VUG) 0.8 $4.6M -75% 15k 310.88
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.7 $4.5M 54k 83.63
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Meta Platforms Cl A (META) 0.7 $4.3M -9% 12k 353.96
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Ishares Tr Micro-cap Etf (IWC) 0.7 $4.2M +3% 37k 116.03
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Ishares Tr Invt Grd Corp Bd (LQDW) 0.7 $4.2M -13% 143k 29.66
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NVIDIA Corporation (NVDA) 0.7 $4.0M 8.1k 495.21
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $3.7M +4% 23k 157.80
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UnitedHealth (UNH) 0.6 $3.6M +33% 6.8k 526.44
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Ishares Tr Mbs Etf (MBB) 0.6 $3.4M -8% 36k 94.08
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L3harris Technologies (LHX) 0.6 $3.4M +46% 16k 210.62
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Ishares Tr U.s. Tech Etf (IYW) 0.5 $3.3M +27% 27k 122.75
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.5 $3.2M 52k 62.49
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Nxp Semiconductors N V (NXPI) 0.5 $3.2M -22% 14k 230.69
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Ishares Tr Core S&p Us Gwt (IUSG) 0.5 $3.2M -21% 31k 104.10
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $3.2M -49% 11k 303.17
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Ishares Tr S&p 100 Etf (OEF) 0.5 $3.2M NEW 14k 223.39
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $3.1M -37% 17k 179.97
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Visa Com Cl A (V) 0.5 $3.0M +2% 12k 260.34
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Wal-Mart Stores (WMT) 0.5 $3.0M +11% 19k 158.21
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Ishares Tr Core Msci Intl (IDEV) 0.5 $3.0M -3% 48k 63.66
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Palo Alto Networks (PANW) 0.5 $3.0M NEW 10k 294.88
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Ishares Tr Core S&p Scp Etf (IJR) 0.5 $2.9M +16% 27k 108.25
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $2.9M -17% 20k 145.01
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Intercontinental Exchange (ICE) 0.5 $2.8M +33% 22k 128.43
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Broadcom (AVGO) 0.5 $2.8M +7% 2.5k 1116.10
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Iqvia Holdings (IQV) 0.5 $2.8M +36% 12k 231.38
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TJX Companies (TJX) 0.5 $2.8M +10% 30k 93.81
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Chevron Corporation (CVX) 0.5 $2.7M +97% 18k 149.16
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Ishares Tr TRS FLT RT BD (TFLO) 0.4 $2.7M -10% 54k 50.47
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Cme (CME) 0.4 $2.6M +16% 12k 215.82
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Costco Wholesale Corporation (COST) 0.4 $2.6M +75% 3.8k 675.04
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $2.6M -14% 34k 75.54
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $2.6M -18% 12k 219.57
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Ishares Tr Core Us Aggbd Et (AGG) 0.4 $2.5M -25% 26k 99.25
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Merck & Co (MRK) 0.4 $2.5M +9% 23k 109.79
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $2.5M 38k 65.06
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $2.5M 33k 75.32
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Eli Lilly & Co. (LLY) 0.4 $2.5M +104% 4.2k 582.92
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.4 $2.5M +93% 53k 47.00
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $2.5M -3% 99k 24.79
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salesforce (CRM) 0.4 $2.4M -49% 9.1k 263.14
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Trane Technologies SHS (TT) 0.4 $2.4M -28% 9.8k 244.60
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $2.3M 50k 47.24
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $2.3M -34% 23k 98.88
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Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.4 $2.3M 71k 32.52
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Spdr Index Shs Fds S&p Intl Etf (DWX) 0.4 $2.3M -3% 64k 35.55
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $2.3M +14% 20k 110.66
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Eaton Corp SHS (ETN) 0.4 $2.2M -6% 9.3k 240.81
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Boeing Company (BA) 0.4 $2.2M +689% 8.5k 260.65
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.2M -10% 4.6k 477.16
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Verizon Communications (VZ) 0.4 $2.1M +7% 57k 37.70
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Johnson & Johnson (JNJ) 0.3 $2.1M -22% 14k 156.74
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $2.1M 38k 56.40
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Charles Schwab Corporation (SCHW) 0.3 $2.1M +8% 30k 68.80
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Marathon Petroleum Corp (MPC) 0.3 $2.1M +3% 14k 148.36
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $2.0M +8747% 21k 96.39
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McDonald's Corporation (MCD) 0.3 $2.0M 6.7k 296.51
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Advanced Micro Devices (AMD) 0.3 $2.0M NEW 13k 147.41
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Ishares Msci Emrg Chn (EMXC) 0.3 $2.0M NEW 35k 55.41
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Union Pacific Corporation (UNP) 0.3 $2.0M +12% 8.0k 245.61
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.3 $1.9M +1070% 18k 108.26
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Cisco Systems (CSCO) 0.3 $1.9M -24% 37k 50.52
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Duke Energy Corp Com New (DUK) 0.3 $1.8M 19k 97.04
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Amgen (AMGN) 0.3 $1.8M +112% 6.3k 288.02
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $1.8M -24% 22k 82.04
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S&p Global (SPGI) 0.3 $1.8M -31% 4.0k 440.52
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $1.8M +1917% 32k 55.90
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.7M -16% 4.9k 356.66
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.3 $1.7M +323% 34k 50.24
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $1.7M +681% 23k 73.55
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.7M +58% 33k 51.05
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Steris Shs Usd (STE) 0.3 $1.7M +3% 7.6k 219.85
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.3 $1.7M -10% 38k 43.78
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Ishares Tr Msci Usa Min Vol (USMV) 0.3 $1.6M -46% 21k 78.03
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Halliburton Company (HAL) 0.3 $1.6M +4% 45k 36.15
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Pepsi (PEP) 0.3 $1.6M 9.2k 171.10
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Air Products & Chemicals (APD) 0.3 $1.6M -6% 5.7k 275.56
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Ishares Tr S&p 500 Val Etf (IVE) 0.3 $1.6M 9.0k 173.89
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Lockheed Martin Corporation (LMT) 0.3 $1.6M NEW 3.4k 453.26
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Motorola Solutions Com New (MSI) 0.3 $1.5M -18% 4.9k 314.06
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Procter & Gamble Company (PG) 0.2 $1.5M 10k 146.55
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Darden Restaurants (DRI) 0.2 $1.5M +15% 9.0k 164.30
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $1.5M 31k 46.63
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Fiserv (FI) 0.2 $1.4M -7% 11k 132.84
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Ishares Esg Awr Msci Em (ESGE) 0.2 $1.4M -35% 44k 32.06
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Ishares Tr Blackrock Ultra (ICSH) 0.2 $1.3M +262% 26k 50.36
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Ishares Tr Core Msci Total (IXUS) 0.2 $1.3M NEW 20k 64.93
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $1.3M +5% 33k 39.10
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $1.3M 17k 76.13
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $1.3M -26% 6.8k 186.55
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Select Sector Spdr Tr Financial (XLF) 0.2 $1.3M -24% 33k 37.60
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Johnson Ctls Intl SHS (JCI) 0.2 $1.2M +14% 21k 58.01
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.2M -42% 7.5k 165.25
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Innovator Etfs Tr Us Eqt Ultra Bf (UAUG) 0.2 $1.2M +63% 39k 30.74
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $1.2M -35% 17k 69.51
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $1.2M +7% 50k 23.27
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Comcast Corp Cl A (CMCSA) 0.2 $1.2M -29% 26k 43.85
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $1.1M 10k 114.04
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Truist Financial Corp equities (TFC) 0.2 $1.1M 31k 36.92
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $1.1M +2% 14k 79.22
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Devon Energy Corporation (DVN) 0.2 $1.1M +6% 25k 45.30
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Spdr Gold Tr Gold Shs (GLD) 0.2 $1.1M +2% 5.9k 191.17
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $1.1M -57% 4.0k 277.15
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Wisdomtree Tr Us Midcap Divid (DON) 0.2 $1.1M 24k 45.71
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Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.2 $1.1M -7% 62k 17.96
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Alphabet Cap Stk Cl C (GOOG) 0.2 $1.1M 7.8k 140.93
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Coca-Cola Company (KO) 0.2 $1.1M -7% 19k 58.93
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $1.1M -38% 30k 35.91
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Ishares Tr Us Infrastruc (IFRA) 0.2 $1.1M +2% 27k 40.27
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.1M -61% 5.3k 200.71
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.2 $999k +55% 21k 47.87
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Ishares Tr S&P SML 600 GWT (IJT) 0.2 $982k 7.8k 125.14
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Digital Realty Trust (DLR) 0.2 $966k NEW 7.1k 135.79
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Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.2 $965k -6% 53k 18.13
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Pimco Etf Tr Active Bd Etf (BOND) 0.2 $964k -71% 10k 92.75
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $953k +9% 17k 56.14
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Caretrust Reit (CTRE) 0.2 $937k +12% 41k 22.66
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Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 0.2 $927k +2% 15k 60.47
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $925k -64% 8.8k 105.43
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $904k 8.8k 103.06
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $888k 14k 63.33
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $862k +10% 26k 33.73
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $849k 8.4k 100.51
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $845k -4% 11k 75.35
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Exxon Mobil Corporation (XOM) 0.1 $839k -5% 8.4k 99.98
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Ishares Tr Global Energ Etf (IXC) 0.1 $836k NEW 21k 39.11
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Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $807k 1.8k 448.18
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $803k -14% 3.3k 241.77
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $791k -28% 23k 34.01
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $780k -43% 1.8k 436.88
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $778k -17% 1.9k 409.84
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Ishares Tr Tips Bd Etf (TIP) 0.1 $776k -28% 7.2k 107.49
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Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $772k -16% 25k 31.54
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $769k +17% 15k 50.47
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $748k -18% 3.2k 237.23
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Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $741k 23k 32.19
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Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $739k -19% 17k 42.33
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $738k -16% 7.0k 105.23
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Abbvie (ABBV) 0.1 $724k -3% 4.7k 154.96
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Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $723k -63% 31k 23.04
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $722k 21k 35.20
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Global X Fds Global X Uranium (URA) 0.1 $716k +43% 24k 29.32
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IDEXX Laboratories (IDXX) 0.1 $711k 1.3k 555.05
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $708k -6% 8.0k 89.06
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $697k -11% 16k 42.40
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Qualcomm (QCOM) 0.1 $665k -2% 4.6k 144.64
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Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.1 $664k 36k 18.46
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $654k -81% 14k 47.90
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $649k -6% 7.4k 88.36
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $645k -7% 16k 40.21
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Ishares Tr Msci Kld400 Soc (DSI) 0.1 $635k -4% 7.0k 91.05
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $625k -2% 30k 20.71
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $592k -94% 8.4k 70.35
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Ishares Tr Core High Dv Etf (HDV) 0.1 $585k -4% 5.7k 101.99
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Nfj Dividend Interest (NFJ) 0.1 $571k 45k 12.60
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $568k -62% 14k 41.10
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Tesla Motors (TSLA) 0.1 $563k -5% 2.3k 248.48
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $556k 1.1k 509.27
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First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $555k 3.5k 158.06
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Pfizer (PFE) 0.1 $554k -6% 19k 28.79
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United Sts Commodity Index F Comm Idx Fnd (USCI) 0.1 $547k 9.7k 56.28
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Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI) 0.1 $545k 30k 18.06
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $527k -2% 7.3k 72.03
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Bank of America Corporation (BAC) 0.1 $511k +11% 15k 33.67
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Pimco Etf Tr Muni Income Opp (MINO) 0.1 $507k +31% 11k 45.57
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Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $498k 22k 23.08
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Bristol Myers Squibb (BMY) 0.1 $497k -8% 9.7k 51.31
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $496k +11% 3.5k 143.64
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Wells Fargo & Company (WFC) 0.1 $488k 9.9k 49.22
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $480k -10% 3.1k 156.89
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Innovator Etfs Tr Us Eqt Ultra Bf (UJUL) 0.1 $478k -10% 16k 30.30
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Invesco Db Multi-sector Comm Precious Metal (DBP) 0.1 $464k -53% 9.3k 49.95
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Kraneshares Tr Kfa Mount Lucas (KMLM) 0.1 $464k -65% 16k 28.82
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United Parcel Service CL B (UPS) 0.1 $460k +6% 2.9k 157.23
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Pacer Fds Tr Wealthshield (PWS) 0.1 $457k -78% 17k 27.21
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $447k +49% 5.8k 77.39
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $443k -10% 15k 29.23
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $442k -27% 5.7k 77.73
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $441k -29% 5.7k 77.37
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $433k 8.6k 50.32
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.1 $432k 2.0k 216.94
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $432k +2% 12k 37.49
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BlackRock Credit All Inc Trust IV (BTZ) 0.1 $419k NEW 41k 10.32
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Royce Micro Capital Trust (RMT) 0.1 $409k +3% 44k 9.24
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Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.1 $395k 7.8k 50.74
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Ishares Msci Equal Weite (EUSA) 0.1 $393k +13% 4.7k 84.44
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International Business Machines (IBM) 0.1 $390k -5% 2.4k 163.58
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $388k -70% 8.2k 47.56
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $380k NEW 3.3k 115.03
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Quanta Services (PWR) 0.1 $375k NEW 1.7k 215.89
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Yum! Brands (YUM) 0.1 $364k 2.8k 130.66
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $364k 963.00 377.70
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $358k -5% 14k 25.30
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Philip Morris International (PM) 0.1 $358k 3.8k 95.38
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CVS Caremark Corporation (CVS) 0.1 $355k +3% 4.5k 78.96
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $340k +34% 5.5k 61.53
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At&t (T) 0.1 $332k -4% 20k 16.78
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $326k 5.5k 59.66
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Intel Corporation (INTC) 0.1 $324k -16% 6.4k 50.25
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $322k -17% 1.5k 213.33
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Global X Fds Russell 2000 (RYLD) 0.1 $321k +2% 19k 16.91
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Quest Diagnostics Incorporated (DGX) 0.1 $318k 2.3k 137.88
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Pimco Etf Tr Enhancd Short (EMNT) 0.1 $315k +9% 3.2k 98.43
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $313k -2% 7.5k 41.93
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Vaneck Etf Trust Vaneck Shrt Muni (SMB) 0.1 $309k 18k 17.11
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Adobe Systems Incorporated (ADBE) 0.1 $307k -11% 515.00 596.60
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Caterpillar (CAT) 0.0 $304k -29% 1.0k 295.58
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Innovator Etfs Tr Us Eqty Bufr Jun (BJUN) 0.0 $296k 8.3k 35.70
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First Ctzns Bancshares Inc N Cl A (FCNCA) 0.0 $295k NEW 208.00 1418.97
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $293k 4.5k 64.48
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $288k -42% 2.8k 102.88
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Abbott Laboratories (ABT) 0.0 $288k -16% 2.6k 110.06
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Zimmer Holdings (ZBH) 0.0 $287k 2.4k 121.92
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Ishares Tr U.s. Real Es Etf (IYR) 0.0 $282k +46% 3.1k 91.41
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $269k 4.8k 55.67
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Occidental Petroleum Corporation (OXY) 0.0 $266k +3% 4.4k 59.88
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PPL Corporation (PPL) 0.0 $263k -16% 9.6k 27.34
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Ishares Tr Us Aer Def Etf (ITA) 0.0 $257k +26% 2.0k 126.60
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Rbc Cad (RY) 0.0 $254k 2.5k 101.13
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $253k -94% 2.4k 104.46
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FedEx Corporation (FDX) 0.0 $250k 984.00 254.29
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $250k -17% 15k 16.86
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $248k -91% 2.5k 100.27
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Starbucks Corporation (SBUX) 0.0 $247k +13% 2.6k 96.03
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General Electric Com New (GE) 0.0 $244k 1.9k 127.69
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $243k 4.8k 51.04
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Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $241k +33% 3.8k 63.85
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Target Corporation (TGT) 0.0 $235k NEW 1.7k 142.38
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $234k -95% 2.0k 116.29
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BP Sponsored Adr (BP) 0.0 $232k 6.5k 35.40
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $231k +126% 2.8k 81.27
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Blackstone Group Inc Com Cl A (BX) 0.0 $231k NEW 1.8k 130.88
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Walt Disney Company (DIS) 0.0 $230k NEW 2.5k 90.59
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.0 $229k 4.8k 47.79
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Nextera Energy (NEE) 0.0 $227k -9% 3.7k 60.73
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Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) 0.0 $225k 9.7k 23.15
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Mastercard Incorporated Cl A (MA) 0.0 $225k -11% 527.00 426.51
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Wisdomtree Tr Intl Midcap Dv (DIM) 0.0 $223k +39% 3.7k 60.77
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Lowe's Companies (LOW) 0.0 $220k -4% 990.00 222.50
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Altria (MO) 0.0 $209k -5% 5.1k 41.32
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American Centy Etf Tr Emerging Mkt Val (AVES) 0.0 $209k -31% 4.5k 45.97
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $205k -66% 879.00 232.61
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Vaneck Etf Trust Cef Muni Income (XMPT) 0.0 $204k +5% 9.7k 21.18
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $203k NEW 4.4k 46.23
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Ishares Msci Jpn Etf New (EWJ) 0.0 $202k 3.2k 64.14
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American Centy Etf Tr Avantis Responsi (AVSD) 0.0 $202k +4% 3.8k 53.88
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Cigna Corp (CI) 0.0 $201k NEW 671.00 299.45
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Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.0 $194k -6% 6.3k 30.74
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Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $185k -19% 3.0k 60.86
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Nushares Etf Tr Esg Hi Tld Crp (NUHY) 0.0 $184k 8.7k 21.04
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $181k -21% 2.9k 62.66
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Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.0 $181k -22% 6.7k 26.95
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Innovator Etfs Tr Us Eqty Ultra B (USEP) 0.0 $178k 5.7k 31.32
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Spdr Ser Tr S&p Biotech (XBI) 0.0 $175k -11% 2.0k 89.30
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $170k -68% 4.8k 35.41
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $166k +5% 1.3k 124.97
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Ssga Active Etf Tr Globl Allo Etf (GAL) 0.0 $157k +10% 3.8k 41.44
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Huntington Bancshares Incorporated (HBAN) 0.0 $152k 12k 12.88
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Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 0.0 $150k 4.3k 34.76
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Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $148k 1.8k 84.33
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $146k -21% 1.8k 81.10
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $145k +500% 2.4k 60.43
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.0 $143k -8% 4.9k 29.12
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $143k -93% 566.00 252.26
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Fidelity Covington Trust Divid Etf Risi (FDRR) 0.0 $141k 3.2k 43.91
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Ishares Tr High Yld Bd Fctr (HYDB) 0.0 $141k NEW 3.0k 46.20
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Dimensional Etf Trust Us High Profitab (DUHP) 0.0 $139k -6% 4.8k 28.61
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $138k -63% 632.00 218.21
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Innovator Etfs Tr Us Equt Bufr Aug (BAUG) 0.0 $130k 3.6k 35.98
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Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.0 $129k 3.9k 33.37
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Invesco Exch Traded Fd Tr Ii Global Water (PIO) 0.0 $128k 3.2k 39.53
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $127k -88% 818.00 155.33
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United Sts Nat Gas Unit Par (UNG) 0.0 $124k NEW 25k 5.07
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.0 $122k -86% 2.3k 52.95
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Ishares Tr U.s. Energy Etf (IYE) 0.0 $121k -38% 2.8k 44.12
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Vaneck Etf Trust Green Bond Etf (GRNB) 0.0 $121k 5.1k 23.83
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Ishares Tr Select Divid Etf (DVY) 0.0 $120k 1.0k 117.22
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $120k +27% 879.00 136.38
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Ishares Tr Usd Grn Bond Etf (BGRN) 0.0 $117k 2.5k 47.23
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $116k +281% 443.00 262.26
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BlackRock Global Opportunities Equity Tr (BOE) 0.0 $116k -8% 12k 9.92
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Dimensional Etf Trust Short Duration F (DFSD) 0.0 $114k 2.4k 47.01
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Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.0 $112k 4.6k 24.29
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First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.0 $111k 2.2k 51.56
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $111k 5.2k 21.18
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $111k +16% 2.1k 53.97
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Innovator Etfs Tr Us Eqt Ultra Bf (UJUN) 0.0 $108k 3.6k 30.06
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Blackrock Enhanced Intl Div Com Bene Inter (BGY) 0.0 $107k -12% 20k 5.27
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Ing Global Advantage And Premium Opportunity Fund (IGA) 0.0 $105k -14% 12k 8.72
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New York Community Ban (NYCB) 0.0 $105k 10k 10.23
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Select Sector Spdr Tr Indl (XLI) 0.0 $102k +741% 892.00 113.99
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $101k 369.00 273.74
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $98k -48% 2.0k 48.45
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First Tr Exchange-traded Dorsey Wright (FVC) 0.0 $95k 2.9k 32.78
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Select Sector Spdr Tr Energy (XLE) 0.0 $90k -73% 1.1k 83.82
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Ishares Tr Ishares Biotech (IBB) 0.0 $90k +3% 663.00 135.85
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $90k -39% 1.8k 51.28
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Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.0 $84k -8% 3.5k 24.04
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Vaneck Etf Trust Preferred Securt (PFXF) 0.0 $82k +97% 4.8k 17.18
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Ishares Tr Faln Angls Usd (FALN) 0.0 $82k -97% 3.1k 26.40
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $81k -5% 2.0k 40.05
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Innovator Etfs Tr Us Eqty Buf Nov (BNOV) 0.0 $80k 2.3k 34.91
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Ishares Msci World Etf (URTH) 0.0 $80k 600.00 133.02
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $79k NEW 860.00 92.16
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Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 0.0 $79k -54% 2.3k 34.44
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $79k -47% 2.5k 31.19
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Innovator Etfs Tr Us Eqty Buf Sep (BSEP) 0.0 $77k 2.1k 36.68
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $77k -12% 3.1k 24.48
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Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $76k 1.4k 53.35
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Innovator Etfs Tr Us Eqty Ultra Bu (UNOV) 0.0 $76k 2.4k 31.64
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Pacer Fds Tr Trendpilot Us Bd (PTBD) 0.0 $67k -90% 3.2k 20.64
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $66k -82% 1.1k 61.90
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Wisdomtree Tr Us Total Dividnd (DTD) 0.0 $66k 1.0k 65.38
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Ishares Tr Conv Bd Etf (ICVT) 0.0 $65k -6% 830.00 78.55
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $65k 841.00 77.02
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First Tr Exchange-traded Nasd Tech Div (TDIV) 0.0 $64k 993.00 64.09
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $62k 1.3k 48.71
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Genius Sports Shares Cl A (GENI) 0.0 $62k 10k 6.18
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Vaneck Etf Trust Ig Floating Rate (FLTR) 0.0 $60k NEW 2.4k 25.15
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Kraneshares Tr Csi Chi Internet (KWEB) 0.0 $60k 2.2k 27.00