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 466 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 5.4 $35M -13% 64k 547.23
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.1 $20M 518k 38.78
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.4 $16M 158k 100.95
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Ishares Tr S&p 500 Grwt Etf (IVW) 2.3 $15M +52% 161k 92.54
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Ishares Core Msci Emkt (IEMG) 2.1 $14M +20% 256k 53.53
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Ishares Tr Core Total Usd (IUSB) 2.0 $13M 286k 45.22
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Apple (AAPL) 1.9 $12M 59k 210.62
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Vanguard World Mega Grwth Ind (MGK) 1.7 $11M +26% 36k 314.39
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Microsoft Corporation (MSFT) 1.6 $11M 24k 446.96
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Blackrock Etf Trust Us Eqt Factor (DYNF) 1.6 $11M +21% 224k 46.94
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Ishares Tr Msci Usa Qlt Fct (QUAL) 1.5 $9.6M 56k 170.76
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Ishares Tr Core Div Grwth (DGRO) 1.5 $9.5M +15% 165k 57.61
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NVIDIA Corporation (NVDA) 1.4 $9.3M +907% 75k 123.54
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Vanguard Index Fds Value Etf (VTV) 1.4 $9.3M 57k 161.43
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Schwab Strategic Tr Us Aggregate B (SCHZ) 1.4 $9.2M +3% 203k 45.58
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Ishares Tr Eafe Grwth Etf (EFG) 1.4 $9.2M +52% 90k 102.30
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Ishares Tr National Mun Etf (MUB) 1.3 $8.5M +2% 80k 106.55
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Ishares Tr 20+ Year Tr Bd (TLTW) 1.3 $8.3M -13% 322k 25.68
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Amazon (AMZN) 1.2 $8.2M +2% 42k 193.25
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.2 $8.2M -2% 109k 74.52
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Vanguard Specialized Funds Div App Etf (VIG) 1.2 $7.9M 43k 183.39
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Alphabet Cap Stk Cl A (GOOGL) 1.1 $7.3M +2% 40k 182.15
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Vanguard World Mega Cap Val Etf (MGV) 1.0 $6.9M +38% 58k 118.94
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Ishares Tr S&p 500 Val Etf (IVE) 1.0 $6.7M +2% 37k 182.01
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Select Sector Spdr Tr Technology (XLK) 1.0 $6.3M +22% 28k 226.23
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.9 $6.2M -12% 82k 75.86
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JPMorgan Chase & Co. (JPM) 0.9 $6.1M +2% 30k 202.26
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Vanguard Index Fds Growth Etf (VUG) 0.9 $5.8M +2% 16k 374.47
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.8 $5.1M 61k 84.06
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Home Depot (HD) 0.8 $5.1M -8% 15k 344.23
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.7 $4.9M +20% 50k 96.65
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.7 $4.9M 67k 72.94
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Ishares Tr U.s. Tech Etf (IYW) 0.7 $4.6M 31k 150.50
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.7 $4.5M +88% 27k 164.28
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.7 $4.5M 57k 78.31
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Crowdstrike Hldgs Cl A (CRWD) 0.6 $4.2M NEW 11k 383.19
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.6 $4.1M +3% 48k 85.86
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L3harris Technologies (LHX) 0.6 $4.1M +4% 18k 224.58
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Ishares Tr Invt Grd Corp Bd (LQDW) 0.6 $4.1M -5% 145k 28.18
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Meta Platforms Cl A (META) 0.6 $4.0M -31% 7.9k 504.22
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Wal-Mart Stores (WMT) 0.6 $3.8M -4% 57k 67.71
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Ishares Msci Emrg Chn (EMXC) 0.6 $3.8M +10% 64k 59.20
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UnitedHealth (UNH) 0.6 $3.8M +8% 7.4k 509.26
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Broadcom (AVGO) 0.6 $3.7M +3% 2.3k 1605.39
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Palo Alto Networks (PANW) 0.6 $3.7M 11k 339.01
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TJX Companies (TJX) 0.6 $3.7M +5% 33k 110.10
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $3.7M -3% 10k 364.51
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Ishares Tr Mbs Etf (MBB) 0.5 $3.6M +2% 39k 91.81
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Ishares Tr Micro-cap Etf (IWC) 0.5 $3.5M 31k 114.00
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Ishares Tr Eafe Value Etf (EFV) 0.5 $3.5M -38% 65k 53.04
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Eli Lilly & Co. (LLY) 0.5 $3.4M +9% 3.8k 905.44
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.5 $3.4M 53k 64.95
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Eaton Corp SHS (ETN) 0.5 $3.4M 11k 313.55
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Costco Wholesale Corporation (COST) 0.5 $3.4M +4% 4.0k 849.97
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $3.4M +74% 37k 91.78
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Intercontinental Exchange (ICE) 0.5 $3.3M +6% 24k 136.89
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Trane Technologies SHS (TT) 0.5 $3.3M 10k 329.72
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Visa Com Cl A (V) 0.5 $3.3M +7% 13k 262.47
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $3.3M +18% 122k 26.59
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Merck & Co (MRK) 0.5 $3.1M +5% 25k 124.57
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $3.0M +5% 42k 72.05
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Ishares Tr Core Msci Intl (IDEV) 0.5 $3.0M -2% 46k 65.64
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Verizon Communications (VZ) 0.5 $3.0M +9% 72k 41.24
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Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $2.9M 23k 127.48
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Cme (CME) 0.4 $2.9M +10% 15k 196.60
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Lockheed Martin Corporation (LMT) 0.4 $2.9M +13% 6.1k 467.08
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $2.8M 36k 78.78
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $2.8M +5% 15k 183.37
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Advanced Micro Devices (AMD) 0.4 $2.8M +43% 17k 162.21
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Vaneck Etf Trust Ig Floating Rate (FLTR) 0.4 $2.8M +2104% 108k 25.51
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $2.7M +16% 18k 151.06
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $2.7M -9% 33k 80.13
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $2.6M 34k 78.09
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Diamondback Energy (FANG) 0.4 $2.6M +4% 13k 200.19
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $2.6M +2% 40k 64.46
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salesforce (CRM) 0.4 $2.6M +11% 10k 257.11
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Nxp Semiconductors N V (NXPI) 0.4 $2.5M +3% 9.4k 270.10
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Marathon Petroleum Corp (MPC) 0.4 $2.5M +5% 15k 173.48
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $2.5M 52k 47.61
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Ishares Tr Core Us Aggbd Et (AGG) 0.4 $2.5M -15% 25k 97.07
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $2.4M +15% 11k 229.86
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $2.3M -13% 21k 106.66
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $2.3M +27% 4.1k 545.73
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Motorola Solutions Com New (MSI) 0.3 $2.1M +6% 5.5k 387.02
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $2.1M +36% 23k 93.65
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American Tower Reit (AMT) 0.3 $2.1M NEW 11k 195.99
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Spdr Index Shs Fds S&p Intl Etf (DWX) 0.3 $2.1M 61k 34.43
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Chevron Corporation (CVX) 0.3 $2.1M +3% 13k 156.42
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Duke Energy Corp Com New (DUK) 0.3 $2.0M +14% 20k 100.23
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Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.3 $2.0M -2% 57k 35.30
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S&p Global (SPGI) 0.3 $2.0M +12% 4.4k 446.00
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Charles Schwab Corporation (SCHW) 0.3 $2.0M +5% 27k 73.69
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Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $2.0M -17% 55k 35.55
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.9M 3.9k 501.93
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Dex (DXCM) 0.3 $1.9M +8% 17k 113.38
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.3 $1.9M 38k 49.76
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Citigroup Com New (C) 0.3 $1.8M NEW 29k 63.46
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Digital Realty Trust (DLR) 0.3 $1.8M +8% 12k 152.05
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Johnson Ctls Intl SHS (JCI) 0.3 $1.8M +7% 27k 66.84
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Cisco Systems (CSCO) 0.3 $1.8M +5% 38k 47.51
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $1.8M -12% 27k 64.00
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.3 $1.7M +43% 8.4k 204.94
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $1.7M 21k 81.65
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Fiserv (FI) 0.3 $1.7M +5% 12k 149.04
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Procter & Gamble Company (PG) 0.2 $1.6M +7% 9.9k 164.91
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Darden Restaurants (DRI) 0.2 $1.6M +9% 11k 151.32
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.6M -9% 4.0k 406.80
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $1.6M -34% 32k 50.31
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Devon Energy Corporation (DVN) 0.2 $1.6M +5% 34k 47.40
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Steris Shs Usd (STE) 0.2 $1.6M -9% 7.2k 219.54
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Pepsi (PEP) 0.2 $1.6M 9.6k 164.92
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Ishares Esg Awr Msci Em (ESGE) 0.2 $1.6M 47k 33.53
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Pimco Etf Tr Active Bd Etf (BOND) 0.2 $1.6M +34% 17k 91.08
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Amgen (AMGN) 0.2 $1.6M -40% 5.0k 312.46
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.5M 30k 50.11
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $1.5M -11% 14k 102.70
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $1.5M -47% 12k 119.32
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Blackrock Etf Trust Ii Flexible Income (BINC) 0.2 $1.4M +4% 27k 52.20
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $1.4M 28k 48.74
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $1.3M 33k 39.34
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $1.3M 17k 78.58
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Nextera Energy (NEE) 0.2 $1.3M +427% 18k 70.81
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McDonald's Corporation (MCD) 0.2 $1.3M -22% 5.0k 254.86
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Select Sector Spdr Tr Financial (XLF) 0.2 $1.3M +48% 31k 41.11
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Union Pacific Corporation (UNP) 0.2 $1.3M -31% 5.5k 226.27
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Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) 0.2 $1.2M 37k 33.65
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Caretrust Reit (CTRE) 0.2 $1.2M +7% 49k 25.39
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Halliburton Company (HAL) 0.2 $1.2M +10% 36k 33.78
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $1.2M 53k 22.72
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $1.2M -18% 26k 45.75
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.2 $1.2M +40% 23k 52.95
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $1.2M 14k 88.11
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Ishares Tr Core Msci Total (IXUS) 0.2 $1.2M -12% 18k 67.56
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Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.2 $1.2M 62k 18.82
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.2 $1.1M 25k 45.75
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $1.1M 30k 37.79
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Public Service Enterprise (PEG) 0.2 $1.1M NEW 15k 73.70
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $1.1M +21% 11k 104.55
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $1.1M -4% 13k 81.16
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Ishares Tr Blackrock Ultra (ICSH) 0.2 $1.1M -38% 22k 50.53
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $1.1M 9.5k 113.46
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Coca-Cola Company (KO) 0.2 $1.1M +3% 17k 64.14
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Truist Financial Corp equities (TFC) 0.2 $1.0M -12% 27k 38.85
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $1.0M -39% 9.6k 107.12
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Alphabet Cap Stk Cl C (GOOG) 0.2 $1.0M -4% 5.6k 183.42
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $991k +29% 17k 58.64
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Spdr Gold Tr Gold Shs (GLD) 0.2 $985k +23% 4.6k 215.01
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Wisdomtree Tr Us Midcap Divid (DON) 0.1 $964k -3% 21k 46.77
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Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 0.1 $959k +2% 16k 59.11
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Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.1 $956k 53k 17.97
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $956k +560% 14k 68.14
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Ishares Tr Us Infrastruc (IFRA) 0.1 $946k 22k 42.12
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Ishares Tr S&P SML 600 GWT (IJT) 0.1 $936k 7.3k 128.43
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Ishares Tr Investment Grade (IGEB) 0.1 $934k NEW 21k 44.36
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Exxon Mobil Corporation (XOM) 0.1 $933k -10% 8.1k 115.12
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $926k -11% 11k 88.48
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Johnson & Johnson (JNJ) 0.1 $912k -51% 6.2k 146.17
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $896k -5% 8.0k 112.37
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $884k 11k 78.33
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $882k +6% 3.3k 268.41
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $865k 15k 58.52
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $859k -2% 4.9k 174.47
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Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $819k 25k 33.03
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Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $807k +2% 36k 22.57
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Abbvie (ABBV) 0.1 $794k +4% 4.6k 171.53
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $788k +9% 3.9k 202.89
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $788k -9% 6.6k 118.78
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $780k -2% 3.1k 250.54
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Ishares Tr Tips Bd Etf (TIP) 0.1 $766k +2% 7.2k 106.78
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Global X Fds Global X Uranium (URA) 0.1 $762k +127% 26k 28.96
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $752k -3% 7.7k 97.27
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $741k -3% 20k 37.95
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $711k -12% 20k 35.08
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Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $700k 17k 41.81
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Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.1 $697k 39k 17.92
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Ishares Tr Msci Kld400 Soc (DSI) 0.1 $675k -6% 6.5k 103.85
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United Sts Commodity Index F Comm Idx Fnd (USCI) 0.1 $671k 11k 62.23
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Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $669k +2% 22k 31.15
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $658k -30% 19k 35.35
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $646k +13% 15k 43.76
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IDEXX Laboratories (IDXX) 0.1 $624k 1.3k 487.20
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Ishares Tr S&p 100 Etf (OEF) 0.1 $622k -2% 2.4k 264.30
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $621k 12k 50.47
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Pimco Etf Tr Muni Income Opp (MINO) 0.1 $619k +9% 14k 45.44
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At&t (T) 0.1 $618k +36% 32k 19.11
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $604k 30k 20.16
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Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI) 0.1 $589k 32k 18.30
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First Ctzns Bancshares Inc N Cl A (FCNCA) 0.1 $586k +67% 348.00 1683.61
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Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $585k -55% 19k 30.63
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $582k +228% 2.7k 218.40
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $579k +2% 3.4k 171.52
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First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $572k 3.7k 153.99
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Pfizer (PFE) 0.1 $572k +5% 20k 27.98
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $570k +6661% 13k 42.59
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $570k -4% 1.2k 479.87
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $565k -14% 11k 49.42
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BlackRock Credit All Inc Trust IV (BTZ) 0.1 $561k +13% 52k 10.71
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $557k -5% 7.7k 72.64
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $548k +20% 6.5k 84.49
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Nfj Dividend Interest (NFJ) 0.1 $540k 44k 12.28
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Bank of America Corporation (BAC) 0.1 $526k 13k 39.77
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $510k 950.00 537.08
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Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $500k 21k 23.96
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $499k -5% 6.5k 77.28
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.1 $494k 2.0k 246.88
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $468k +58% 14k 32.56
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $441k 5.9k 74.18
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $440k 12k 38.14
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Ishares Bitcoin Tr SHS (IBIT) 0.1 $435k +19% 13k 34.14
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Tesla Motors (TSLA) 0.1 $434k +18% 2.2k 197.88
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $433k +2% 7.5k 57.68
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International Business Machines (IBM) 0.1 $433k +4% 2.5k 172.92
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Ishares Tr Conv Bd Etf (ICVT) 0.1 $427k +28% 5.4k 78.63
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $420k -4% 7.6k 55.50
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Pacer Fds Tr Wealthshield (PWS) 0.1 $418k -11% 14k 29.58
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Pimco Etf Tr Enhancd Short (EMNT) 0.1 $417k +2% 4.2k 98.69
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Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.1 $410k 7.5k 55.04
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Philip Morris International (PM) 0.1 $397k -2% 3.9k 102.64
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Boeing Company (BA) 0.1 $396k +75% 2.2k 181.98
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Ishares Tr TRS FLT RT BD (TFLO) 0.1 $396k 7.8k 50.66
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Wells Fargo & Company (WFC) 0.1 $392k -2% 6.6k 59.39
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Ishares Msci Equal Weite (EUSA) 0.1 $390k -4% 4.4k 88.25
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Bristol Myers Squibb (BMY) 0.1 $385k 9.3k 41.53
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $370k -10% 1.9k 194.87
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Royce Micro Capital Trust (RMT) 0.1 $370k -2% 40k 9.19
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Yum! Brands (YUM) 0.1 $369k 2.8k 132.46
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $357k 11k 32.24
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American Centy Etf Tr Avantis Responsi (AVSD) 0.1 $353k +33% 6.4k 55.54
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $348k 888.00 392.00
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Quanta Services (PWR) 0.1 $340k 1.3k 254.09
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $335k -13% 2.8k 117.49
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $327k 4.0k 81.08
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Ishares Tr Core High Dv Etf (HDV) 0.0 $321k +3% 3.0k 108.70
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Global X Fds Msci Emerging Ma (EMCC) 0.0 $317k +4% 13k 24.54
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $316k +3% 2.8k 112.63
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Quest Diagnostics Incorporated (DGX) 0.0 $315k 2.3k 136.88
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United Parcel Service CL B (UPS) 0.0 $309k +9% 2.3k 136.84
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Elf Beauty (ELF) 0.0 $308k NEW 1.5k 210.72
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Caterpillar (CAT) 0.0 $308k 925.00 333.10
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $307k 7.4k 41.80
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Ge Aerospace Com New (GE) 0.0 $298k 1.9k 158.99
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $295k +3% 6.2k 47.37
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $290k +20% 2.4k 120.74
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Occidental Petroleum Corporation (OXY) 0.0 $288k +29% 4.6k 63.25
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.0 $287k -12% 4.8k 59.84
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Global X Fds Russell 2000 (RYLD) 0.0 $283k -10% 18k 16.19
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Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) 0.0 $280k +4715% 9.6k 29.04
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $272k 11k 25.44
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PPL Corporation (PPL) 0.0 $262k 9.4k 27.91
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Goldman Sachs (GS) 0.0 $259k 574.00 451.98
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Zimmer Holdings (ZBH) 0.0 $256k 2.4k 108.79
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $256k 2.3k 110.35
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Raytheon Technologies Corp (RTX) 0.0 $256k NEW 2.6k 100.39
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $250k -14% 4.0k 63.07
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Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) 0.0 $245k 7.7k 31.66
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Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $244k NEW 15k 16.25
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3M Company (MMM) 0.0 $243k NEW 2.4k 102.19
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $241k +10% 7.6k 31.55
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $238k +13% 981.00 243.02
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Innovator Etfs Trust Us Eqt Ultra Bf (UJUN) 0.0 $238k +107% 7.4k 32.00
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Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) 0.0 $238k 9.3k 25.50
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BP Sponsored Adr (BP) 0.0 $236k 6.5k 36.10
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Adobe Systems Incorporated (ADBE) 0.0 $233k +2% 419.00 555.54
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Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.0 $225k +75% 10k 22.55
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CVS Caremark Corporation (CVS) 0.0 $224k -12% 3.8k 59.06
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American Centy Etf Tr Emerging Mkt Val (AVES) 0.0 $224k 4.6k 48.75
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Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $221k -2% 3.5k 63.44
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Comcast Corp Cl A (CMCSA) 0.0 $220k -78% 5.6k 39.16
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Walt Disney Company (DIS) 0.0 $216k NEW 2.2k 99.29
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Altria (MO) 0.0 $214k 4.6k 46.53
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Phillips 66 (PSX) 0.0 $213k NEW 1.5k 141.18
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $208k -20% 4.6k 45.11
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $207k 2.7k 77.13
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Automatic Data Processing (ADP) 0.0 $206k 856.00 240.09
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Oracle Corporation (ORCL) 0.0 $205k NEW 1.5k 141.20
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Wisdomtree Tr Intl Midcap Dv (DIM) 0.0 $204k +3% 3.4k 60.59
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Vaneck Etf Trust Cef Muni Income (XMPT) 0.0 $202k +16% 9.2k 22.01
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Blackstone Group Inc Com Cl A (BX) 0.0 $202k -5% 1.6k 123.76
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Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $198k 3.0k 64.91
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $194k 3.6k 53.13
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Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.0 $192k 6.7k 28.67
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Spdr Ser Tr S&p Biotech (XBI) 0.0 $188k +61% 2.0k 92.72
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Principal Exchange Traded Spectrum Pfd (PREF) 0.0 $187k 10k 18.22
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Innovator Etfs Trust Us Eqty Ultra B (USEP) 0.0 $179k -6% 5.3k 33.78
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $174k -26% 2.6k 66.77
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $171k 1.3k 127.16
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Vaneck Etf Trust Vaneck Shrt Muni (SMB) 0.0 $169k -24% 10k 17.00
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Ishares Tr Global Energ Etf (IXC) 0.0 $169k -82% 4.1k 41.51
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Nushares Etf Tr Esg Hi Tld Crp (NUHY) 0.0 $168k -2% 8.0k 20.92
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Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.0 $167k 5.3k 31.26
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Huntington Bancshares Incorporated (HBAN) 0.0 $163k +5% 12k 13.34
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $162k -66% 1.9k 83.95
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $156k -13% 4.1k 37.67
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Fidelity Covington Trust Divid Etf Risi (FDRR) 0.0 $155k 3.2k 48.25
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Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $154k 1.8k 88.13
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Ssga Active Etf Tr Globl Allo Etf (GAL) 0.0 $154k 3.6k 43.23
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Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $152k NEW 1.5k 99.92
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $150k -5% 597.00 250.55
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $149k 2.4k 62.26
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Schwab Strategic Tr Mun Bd Etf (SCMB) 0.0 $147k 2.9k 51.40
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Blackrock Muni Intermediate Drtn Fnd (MUI) 0.0 $144k NEW 12k 12.39
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $143k -18% 2.2k 64.95
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $140k 532.00 262.60
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $130k -25% 1.6k 79.93
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Invesco Exch Traded Fd Tr Ii Global Water (PIO) 0.0 $126k -3% 3.1k 40.40
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Dimensional Etf Trust Us High Profitab (DUHP) 0.0 $126k 3.9k 31.99
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First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.0 $124k 2.2k 57.25
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Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.0 $123k 3.2k 39.08
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $123k 1.2k 100.71
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $122k -20% 2.9k 41.54
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $120k -4% 785.00 152.30
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Vaneck Etf Trust Green Bond Etf (GRNB) 0.0 $120k 5.1k 23.64
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Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) 0.0 $118k 2.5k 47.49
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.0 $116k 4.0k 28.78
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Ishares Tr Usd Grn Bond Etf (BGRN) 0.0 $116k 2.5k 46.54
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Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) 0.0 $113k -66% 3.5k 32.54
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Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.0 $112k 4.6k 24.41
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Blackrock Enhanced Intl Div Com Bene Inter (BGY) 0.0 $112k 20k 5.58
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $111k 359.00 308.67
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BlackRock Global Opportunities Equity Tr (BOE) 0.0 $111k 10k 10.61
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Ing Global Advantage And Premium Opportunity Fund (IGA) 0.0 $109k 12k 8.85
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Blackrock Etf Trust Us Carbon Trans (LCTU) 0.0 $108k -5% 1.8k 59.41
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Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) 0.0 $106k NEW 4.0k 26.29
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $105k -30% 1.3k 82.27
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Coty Com Cl A (COTY) 0.0 $100k NEW 10k 10.02
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Liberty All Star Equity Sh Ben Int (USA) 0.0 $100k +8% 15k 6.80
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Ishares Tr Select Divid Etf (DVY) 0.0 $99k 822.00 120.98
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $98k -24% 1.7k 57.99
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Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) 0.0 $94k +194% 2.3k 41.16
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Wisdomtree Tr Us Total Dividnd (DTD) 0.0 $90k 1.3k 70.83
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Ishares Msci World Etf (URTH) 0.0 $89k 600.00 147.49
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $88k +355% 1.2k 76.70
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $88k 860.00 102.72
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First Tr Exchange-traded Dorsey Wright (FVC) 0.0 $88k 2.5k 35.26
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Vaneck Etf Trust Preferred Securt (PFXF) 0.0 $87k 5.0k 17.30
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Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 0.0 $86k 2.3k 37.38
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Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.0 $84k 2.3k 36.30
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.0 $81k -33% 1.7k 47.19
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Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.0 $79k 3.4k 23.57
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $78k -5% 3.7k 21.04
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $78k -12% 1.5k 51.24
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $77k 2.0k 38.42
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First Tr Exchange-traded Nasd Tech Div (TDIV) 0.0 $75k 993.00 75.66
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Ishares Tr Global Tech Etf (IXN) 0.0 $74k 896.00 82.82
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Ishares Tr U.s. Real Es Etf (IYR) 0.0 $69k -7% 790.00 87.74
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Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $69k 1.5k 46.58
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Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.0 $69k 700.00 97.86
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $63k 1.2k 51.32
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Select Sector Spdr Tr Energy (XLE) 0.0 $62k 678.00 91.11
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $61k 653.00 93.95
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Innovator Etfs Trust Us Eqt Ultra Bf (UMAR) 0.0 $61k 1.8k 33.67
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Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $60k 1.5k 40.21