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Evergreen Wealth Solutions

Latest statistics and disclosures from Kintra Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are TRIO, MFSG, IUSV, IUSG, IEFA, and represent 20.48% of Kintra Wealth's stock portfolio.
Added to shares of these 10 stocks: IUSV (+$45M), IUSG (+$44M), IEFA (+$42M), IJR (+$30M), IVV (+$29M), QQQ (+$23M), VOO (+$20M), NVDA (+$18M), AAPL (+$18M), IJH (+$18M).
Started 200 new stock positions in IGV, VRTX, AWK, ANET, RXRX, O, VGT, ESGV, CGGO, DFAI.
Reduced shares in these 10 stocks: GSLC (-$7.0M), IGLB, GRNY, IGIB, SPMO, CHAT, MFSG, FDD, MCHP, MYCF.
Sold out of its positions in HACK, OAKM, HMC, ING, IBDU, MCHP, FSSL, SCHQ, GRNY, OLED. ACN, PNR.
Kintra Wealth was a net buyer of stock by $705M.
Kintra Wealth has $1.4B in assets under management (AUM), dropping by 98.63%.
Central Index Key (CIK): 0001904432

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Portfolio Holdings for Kintra Wealth

Kintra Wealth holds 406 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ea Series Trust Mc Trio Equity B (TRIO)	7.8	$110M		1.8M	60.41	View chart
Mfs Active Exchange Traded F Growth Etf (MFSG)	3.4	$49M		1.9M	25.59	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	3.2	$45M	NEW	443k	102.25	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	3.1	$44M	NEW	283k	155.11	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.9	$42M	NEW	460k	90.53	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	2.7	$38M	+3%	1.1M	35.59	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	2.5	$36M	-16%	285k	125.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.4	$34M	+565%	52k	653.20	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.2	$31M	+5%	663k	47.08	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	2.2	$31M	+100%	1.2M	26.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.1	$30M	NEW	241k	124.31	View chart
NVIDIA Corporation (NVDA)	2.0	$28M	+181%	162k	174.40	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.9	$27M	+60%	577k	46.07	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	1.8	$26M		1.6M	16.77	View chart
Apple (AAPL)	1.8	$26M	+230%	102k	253.79	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.7	$25M	+14%	115k	215.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$24M	+2927%	42k	577.17	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	1.5	$22M	+5%	432k	50.04	View chart
First Tr Exchange-traded Core Investment (FTCB)	1.5	$21M	+6%	992k	20.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$20M	NEW	34k	597.55	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	1.4	$20M	+81%	392k	50.58	View chart
Amazon (AMZN)	1.4	$20M	+376%	94k	208.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.3	$18M	NEW	265k	67.53	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.2	$17M	+2%	363k	47.82	View chart
Ciena Corp Com New (CIEN)	1.2	$17M		45k	388.23	View chart
Microsoft Corporation (MSFT)	1.2	$17M	+244%	46k	370.17	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.2	$17M	+3%	340k	50.37	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$16M	+334%	25k	650.34	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.9	$13M	+9%	236k	55.52	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.8	$11M	+3%	150k	74.55	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$11M	NEW	57k	196.20	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$9.1M	+3271%	21k	436.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$8.9M	+72%	31k	287.56	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.6	$8.6M	+30%	202k	42.54	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$8.4M	+589%	107k	78.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$8.0M	+1160%	28k	286.86	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$7.7M	+676%	78k	99.27	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.5	$7.7M	+14%	317k	24.29	View chart
Johnson & Johnson (JNJ)	0.5	$7.5M	+609%	31k	244.44	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.5	$7.4M	NEW	16k	463.19	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$6.9M	NEW	144k	48.05	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.5	$6.7M	NEW	33k	205.80	View chart
Capital Group Global Equity SHS (CGGE)	0.5	$6.7M	+68%	219k	30.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$6.4M	+592%	100k	64.08	View chart
Fidelity Merrimack Str Tr Investment Gr Se (FSEC)	0.5	$6.4M		145k	43.84	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$6.2M	NEW	45k	138.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$6.2M	+151%	13k	479.20	View chart
JPMorgan Chase & Co. (JPM)	0.4	$5.7M	+108%	19k	294.16	View chart
Invesco Exch Trd Slf Idx Invt Grd Defsv (IIGD)	0.4	$5.7M		230k	24.60	View chart
Broadcom (AVGO)	0.4	$5.5M	+339%	18k	309.51	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.4	$5.4M	+4%	275k	19.62	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.4	$5.3M	+2%	67k	79.35	View chart
T. Rowe Price (TROW)	0.4	$5.3M	NEW	59k	90.14	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.4	$5.2M	-24%	97k	53.22	View chart
Exxon Mobil Corporation (XOM)	0.4	$5.1M	+553%	30k	169.66	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$5.0M	NEW	14k	367.45	View chart
Ishares Tr Broad Usd High (USHY)	0.4	$5.0M	NEW	136k	36.84	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.3	$4.9M	+4%	240k	20.42	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.3	$4.6M	+315%	121k	38.42	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.3	$4.5M	+132%	178k	25.27	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.3	$4.5M	+130%	178k	25.33	View chart
Abbvie (ABBV)	0.3	$4.4M	+101%	20k	217.49	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$4.3M	+271%	34k	128.12	View chart
Ssga Active Tr State Street My (MYCF)	0.3	$4.3M	-10%	172k	25.06	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$4.3M	+587%	20k	213.67	View chart
Merck & Co (MRK)	0.3	$4.2M	+628%	35k	120.29	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$4.2M	+4%	43k	96.70	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.3	$4.0M	+98%	38k	105.55	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$4.0M	NEW	28k	144.95	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$3.9M	NEW	21k	184.28	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$3.8M	NEW	18k	217.25	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.3	$3.8M		203k	18.66	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$3.8M	NEW	15k	257.35	View chart
Procter & Gamble Company (PG)	0.3	$3.8M	+937%	26k	144.44	View chart
Tesla Motors (TSLA)	0.3	$3.7M	+202%	10k	371.75	View chart
Capital Group Core Balanced SHS (CGBL)	0.3	$3.7M	+1419%	108k	34.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$3.6M	+632%	11k	320.81	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.3	$3.6M		173k	20.90	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$3.5M		70k	50.98	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$3.5M	+88%	87k	40.19	View chart
Wal-Mart Stores (WMT)	0.2	$3.5M	+319%	28k	124.28	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$3.5M	+99%	70k	49.50	View chart
Meta Platforms Cl A (META)	0.2	$3.5M	+164%	6.0k	572.16	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$3.4M	NEW	8.4k	407.68	View chart
Spdr Series Trust State Street Spd (KOMP)	0.2	$3.1M	-3%	53k	58.48	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$3.1M	+454%	7.3k	426.40	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$2.9M	NEW	29k	100.66	View chart
Costco Wholesale Corporation (COST)	0.2	$2.9M	+147%	2.9k	996.40	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$2.8M	NEW	9.3k	302.25	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.2	$2.8M	+1231%	127k	21.84	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.2	$2.8M	+614%	114k	24.24	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$2.7M	NEW	13k	203.79	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$2.7M	NEW	33k	81.98	View chart
Eli Lilly & Co. (LLY)	0.2	$2.7M	+96%	2.9k	919.62	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.2	$2.7M	+36%	121k	21.89	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.2	$2.6M	+746%	127k	20.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.2	$2.5M		47k	53.40	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$2.5M	NEW	23k	108.98	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$2.5M	+664%	17k	145.94	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$2.4M	NEW	28k	84.52	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$2.4M	+9%	98k	24.24	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.3M	+119%	4.7k	499.69	View chart
Home Depot (HD)	0.2	$2.3M	+744%	7.0k	328.90	View chart
Visa Com Cl A (V)	0.2	$2.3M	+255%	7.6k	302.22	View chart
Chevron Corporation (CVX)	0.2	$2.3M	+120%	11k	206.90	View chart
Verizon Communications (VZ)	0.2	$2.3M	+47%	45k	50.20	View chart
Amgen (AMGN)	0.2	$2.2M	+542%	6.4k	351.87	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$2.2M	+7%	76k	29.13	View chart
International Business Machines (IBM)	0.2	$2.1M	+86%	8.9k	242.38	View chart
Applied Materials (AMAT)	0.2	$2.1M	NEW	6.3k	341.81	View chart
General Dynamics Corporation (GD)	0.1	$2.1M	NEW	6.2k	343.22	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.1M	NEW	30k	69.75	View chart
Caterpillar (CAT)	0.1	$2.0M	+58%	2.9k	708.46	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$2.0M	+16%	5.3k	383.44	View chart
United Parcel Svcs CL B (UPS)	0.1	$1.9M	NEW	19k	98.38	View chart
Bank of America Corporation (BAC)	0.1	$1.9M	+359%	38k	48.75	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.8M	NEW	40k	45.62	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$1.8M	+177%	68k	27.15	View chart
Wp Carey (WPC)	0.1	$1.8M	NEW	27k	67.96	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.7M	NEW	5.9k	287.16	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.7M	NEW	8.6k	194.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$1.7M	+2%	30k	56.50	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$1.7M	NEW	22k	75.19	View chart
Cisco Systems (CSCO)	0.1	$1.6M	+33%	21k	77.59	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.6M	NEW	9.1k	173.04	View chart
Capital Group International SHS (CGIC)	0.1	$1.6M	NEW	47k	33.11	View chart
Walt Disney Company (DIS)	0.1	$1.5M	+206%	16k	96.38	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.5M	+548%	7.9k	191.92	View chart
Spdr Series Trust State Street Spd (SPMB)	0.1	$1.5M	NEW	68k	22.39	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$1.5M	+24%	14k	110.78	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.5M	NEW	19k	77.11	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$1.4M	NEW	53k	27.23	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$1.4M	NEW	13k	114.32	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$1.4M	NEW	31k	45.89	View chart
Pfizer (PFE)	0.1	$1.4M	+196%	49k	28.08	View chart
Lowe's Companies (LOW)	0.1	$1.3M	+19%	5.7k	236.27	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.3M	+6%	17k	79.27	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.3M	+217%	3.9k	337.99	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.3M	+302%	24k	54.05	View chart
MetLife (MET)	0.1	$1.3M	+434%	18k	70.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$1.3M	+2%	23k	54.72	View chart
Northwest Bancshares (NWBI)	0.1	$1.3M	+168%	99k	12.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$1.3M	+5%	24k	51.78	View chart
Vanguard World Health Car Etf (VHT)	0.1	$1.2M	NEW	4.5k	272.35	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.2M	NEW	3.1k	390.41	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.2M	NEW	5.6k	218.73	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$1.2M	NEW	28k	42.56	View chart
McKesson Corporation (MCK)	0.1	$1.2M	+26%	1.4k	865.38	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$1.1M	-5%	12k	93.66	View chart
Marathon Petroleum Corp (MPC)	0.1	$1.1M	+89%	4.5k	244.20	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$1.1M	+14%	44k	24.77	View chart
Waste Management (WM)	0.1	$1.1M	NEW	4.6k	229.80	View chart
Ge Aerospace Com New (GE)	0.1	$1.1M	NEW	3.7k	283.77	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.1M	NEW	4.0k	261.92	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$1.1M	NEW	25k	42.31	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.0M	+14%	5.4k	191.80	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.0M	NEW	6.9k	148.11	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.1	$1.0M	-66%	20k	49.63	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$996k	NEW	10k	97.91	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$983k	NEW	1.4k	697.86	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$983k	NEW	44k	22.34	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$968k	NEW	12k	80.05	View chart
Intel Corporation (INTC)	0.1	$968k	-4%	22k	44.13	View chart
Pepsi (PEP)	0.1	$967k	+184%	6.2k	155.29	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$958k	+90%	7.1k	135.73	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$950k	+16%	19k	50.66	View chart
Globe Life (GL)	0.1	$945k	NEW	6.8k	139.17	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$943k	NEW	6.2k	151.41	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$935k	+5%	4.5k	208.03	View chart
McDonald's Corporation (MCD)	0.1	$932k	NEW	3.0k	310.77	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.1	$921k	+6%	19k	49.49	View chart
M&T Bank Corporation (MTB)	0.1	$912k		4.4k	206.71	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$892k	-54%	8.0k	112.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$886k	NEW	29k	30.68	View chart
Abbott Laboratories (ABT)	0.1	$875k	+229%	8.5k	102.67	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$875k	+141%	6.6k	132.91	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$865k	+45%	3.5k	247.97	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$857k	NEW	22k	38.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.1	$856k		17k	50.41	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$850k	-3%	19k	45.65	View chart
At&t (T)	0.1	$849k	NEW	29k	28.99	View chart
Marsh & McLennan Companies (MRSH)	0.1	$847k	+11%	4.9k	173.46	View chart
CVS Caremark Corporation (CVS)	0.1	$836k	NEW	12k	71.82	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$832k	+28%	27k	30.50	View chart
Coca-Cola Company (KO)	0.1	$831k	NEW	11k	76.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.1	$823k	+4%	16k	52.80	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$801k	NEW	24k	33.37	View chart
Ge Vernova (GEV)	0.1	$800k	NEW	917.00	872.90	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$800k	+20%	16k	49.99	View chart
Nucor Corporation (NUE)	0.1	$788k	+36%	4.7k	169.11	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$784k	+143%	27k	29.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$767k	NEW	19k	40.78	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$759k	+14%	39k	19.53	View chart
Palo Alto Networks (PANW)	0.1	$759k	NEW	4.7k	160.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$754k	NEW	19k	39.42	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$753k	NEW	16k	46.40	View chart
Philip Morris International (PM)	0.1	$730k	+107%	4.4k	165.33	View chart
Vanguard World Utilities Etf (VPU)	0.1	$725k	NEW	3.7k	198.14	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$724k	NEW	9.2k	79.06	View chart
Palantir Technologies Cl A (PLTR)	0.1	$720k		4.9k	146.28	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$708k	NEW	6.2k	114.99	View chart
Netflix (NFLX)	0.0	$706k	+94%	7.3k	96.15	View chart
Nextera Energy (NEE)	0.0	$703k	+171%	7.6k	92.88	View chart
Honeywell International (HON)	0.0	$689k	NEW	3.0k	226.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.0	$688k	+3%	14k	50.33	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$685k	NEW	1.5k	446.54	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBAU)	0.0	$682k	NEW	23k	29.64	View chart
Boeing Company (BA)	0.0	$673k	NEW	3.4k	199.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$672k	-4%	12k	55.85	View chart
American Express Company (AXP)	0.0	$672k	+67%	2.2k	302.50	View chart
Kla Corp Com New (KLAC)	0.0	$670k	-17%	455.00	1473.11	View chart
Intuitive Surgical Com New (ISRG)	0.0	$661k	NEW	1.4k	460.99	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$655k	NEW	8.8k	74.35	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.0	$649k	NEW	18k	35.90	View chart
Stryker Corporation (SYK)	0.0	$649k	+23%	2.0k	328.65	View chart
Corning Incorporated (GLW)	0.0	$648k	+6%	4.8k	135.96	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.0	$641k	+10%	26k	24.79	View chart
Strategy Cl A New (MSTR)	0.0	$640k		5.1k	124.80	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$639k	NEW	5.7k	111.37	View chart
Deere & Company (DE)	0.0	$627k	+45%	1.1k	563.49	View chart
Totalenergies Se Act (TTE)	0.0	$622k	+29%	6.8k	90.98	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.0	$621k	NEW	3.5k	175.90	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$609k	+174%	1.4k	430.29	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$604k	NEW	3.6k	168.86	View chart
Union Pacific Corporation (UNP)	0.0	$595k	+25%	2.5k	242.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP)	0.0	$592k	NEW	23k	26.17	View chart
Prudential Financial (PRU)	0.0	$591k	+28%	6.0k	97.69	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$573k	NEW	8.4k	68.47	View chart
Air Products & Chemicals (APD)	0.0	$561k	+3%	1.9k	290.49	View chart
American Electric Power Company (AEP)	0.0	$559k	+39%	4.3k	131.09	View chart
Exelon Corporation (EXC)	0.0	$556k	-3%	11k	49.02	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$554k	+17%	898.00	616.91	View chart
Ameriprise Financial (AMP)	0.0	$546k	+4%	1.2k	444.57	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$543k	NEW	11k	49.37	View chart
TJX Companies (TJX)	0.0	$541k	+29%	3.4k	159.72	View chart
Southern Company (SO)	0.0	$540k	NEW	5.6k	96.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.0	$537k	NEW	13k	41.06	View chart
Marriott Intl Cl A (MAR)	0.0	$535k	+130%	1.6k	327.07	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.0	$534k	NEW	6.2k	85.61	View chart
Boston Scientific Corporation (BSX)	0.0	$529k	NEW	8.4k	62.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$529k	NEW	12k	45.26	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$529k	NEW	5.7k	92.74	View chart
Novartis Sponsored Adr (NVS)	0.0	$526k	+25%	3.4k	152.74	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$525k	+117%	3.6k	145.73	View chart
Raytheon Technologies Corp (RTX)	0.0	$516k	+33%	2.7k	192.91	View chart
DTE Energy Company (DTE)	0.0	$515k	-13%	3.5k	146.23	View chart
Astrazeneca Ord (AZN)	0.0	$515k	NEW	2.6k	197.25	View chart
Ford Motor Company (F)	0.0	$515k	+19%	45k	11.54	View chart
Roper Industries (ROP)	0.0	$513k	-14%	1.5k	353.88	View chart
Phillips 66 (PSX)	0.0	$502k	+44%	2.8k	182.20	View chart
Welltower Inc Com reit (WELL)	0.0	$494k	NEW	2.5k	197.73	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$493k		29k	17.32	View chart
Allstate Corporation (ALL)	0.0	$492k	NEW	2.4k	207.34	View chart
Etf Ser Solutions Defiance Connect (SIXG)	0.0	$488k	NEW	7.2k	68.17	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.0	$487k	-10%	5.8k	83.95	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$481k	NEW	5.0k	95.62	View chart
Qualcomm (QCOM)	0.0	$472k	+134%	3.7k	128.78	View chart
Axon Enterprise (AXON)	0.0	$471k	NEW	1.1k	424.69	View chart
Public Service Enterprise (PEG)	0.0	$467k	NEW	5.8k	80.95	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$461k	+45%	4.0k	115.72	View chart
Lockheed Martin Corporation (LMT)	0.0	$461k	NEW	762.00	604.39	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$459k	NEW	9.0k	50.81	View chart
Norfolk Southern (NSC)	0.0	$457k	NEW	1.6k	286.94	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$454k	NEW	4.3k	106.14	View chart
Colgate-Palmolive Company (CL)	0.0	$453k	NEW	5.3k	85.23	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$445k	+59%	7.8k	57.20	View chart
Comcast Corp Cl A (CMCSA)	0.0	$440k	NEW	15k	28.71	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.0	$436k	-7%	6.7k	65.27	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$434k	NEW	6.9k	62.68	View chart
Starbucks Corporation (SBUX)	0.0	$431k	NEW	4.8k	89.59	View chart
Waters Corporation (WAT)	0.0	$431k	NEW	1.4k	297.80	View chart
Advanced Micro Devices (AMD)	0.0	$431k	NEW	2.1k	203.43	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$429k	+108%	5.4k	79.56	View chart
Duke Energy Corp Com New (DUK)	0.0	$425k	NEW	3.2k	130.92	View chart
Bondbloxx Etf Trust Jp Morgan Usd Em (XEMD)	0.0	$425k	NEW	9.7k	43.95	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$425k	NEW	4.6k	93.30	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$419k	NEW	3.5k	118.62	View chart
Morgan Stanley Com New (MS)	0.0	$416k	NEW	2.5k	164.59	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$407k	NEW	3.7k	109.68	View chart
Citigroup Com New (C)	0.0	$402k	NEW	3.5k	113.43	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$402k	NEW	1.9k	211.14	View chart
Hartford Financial Services (HIG)	0.0	$402k	+14%	3.0k	135.23	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$397k	NEW	10k	38.96	View chart
Tidal Trust Iii Vistashares Arti (AIS)	0.0	$395k	NEW	9.4k	41.91	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$395k	NEW	4.1k	97.13	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$393k	NEW	3.9k	100.62	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$386k	+54%	5.7k	68.14	View chart
Park National Corporation (PRK)	0.0	$386k		2.4k	163.45	View chart
Citizens & Northern Corporation (CZNC)	0.0	$378k		17k	22.34	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$372k	+36%	3.5k	106.50	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$370k	NEW	5.1k	73.13	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$369k	NEW	1.5k	250.60	View chart
Novo-nordisk A S Adr (NVO)	0.0	$365k	+12%	9.9k	36.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.0	$365k	+72%	7.3k	49.72	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$360k	NEW	2.7k	135.33	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$357k	NEW	6.1k	58.47	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$356k	NEW	4.0k	89.32	View chart
Chubb (CB)	0.0	$354k	NEW	1.1k	325.94	View chart
Thermo Fisher Scientific (TMO)	0.0	$354k	+46%	719.00	491.62	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$352k	NEW	4.8k	73.65	View chart
Capital Group Conservative E SHS (CGCV)	0.0	$352k	NEW	12k	29.81	View chart
Yum! Brands (YUM)	0.0	$348k	NEW	2.2k	155.48	View chart
Altria (MO)	0.0	$347k	NEW	5.3k	65.99	View chart
Travelers Companies (TRV)	0.0	$347k	NEW	1.2k	291.76	View chart
Valvoline Inc Common (VVV)	0.0	$347k		10k	33.68	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$343k	+34%	4.8k	70.83	View chart
Howmet Aerospace (HWM)	0.0	$341k	NEW	1.5k	230.48	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$340k	NEW	2.4k	141.45	View chart
Spdr Series Trust State Street Spd (XAR)	0.0	$340k	NEW	1.3k	254.04	View chart
Advanced Energy Industries (AEIS)	0.0	$339k	NEW	1.1k	322.71	View chart
Wabtec Corporation (WAB)	0.0	$336k		1.3k	249.93	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$336k	NEW	2.4k	142.43	View chart
salesforce (CRM)	0.0	$335k	NEW	1.8k	186.68	View chart
Masco Corporation (MAS)	0.0	$331k	-3%	5.5k	60.37	View chart
FedEx Corporation (FDX)	0.0	$327k	NEW	917.00	356.25	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$324k	-7%	245.00	1321.24	View chart
Target Corporation (TGT)	0.0	$323k	+7%	2.7k	121.22	View chart
Bristol Myers Squibb (BMY)	0.0	$321k	NEW	5.3k	60.65	View chart
Generac Holdings (GNRC)	0.0	$319k	NEW	1.6k	195.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SMAY)	0.0	$318k	NEW	12k	26.31	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$317k	-4%	6.4k	49.69	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.0	$316k	NEW	7.1k	44.73	View chart
First Tr Exchange-traded Common Shs (FDD)	0.0	$316k	-63%	18k	17.81	View chart
Analog Devices (ADI)	0.0	$312k	NEW	982.00	318.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.0	$309k	NEW	8.0k	38.63	View chart
Ishares Tr Us Trsprtion (IYT)	0.0	$306k	NEW	4.1k	74.60	View chart
Charles Schwab Corporation (SCHW)	0.0	$306k	+20%	3.3k	93.97	View chart
Marvell Technology (MRVL)	0.0	$304k	NEW	3.1k	99.06	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$302k	NEW	2.7k	110.36	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$302k	+29%	2.8k	106.01	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$301k	+36%	3.4k	88.16	View chart
Oracle Corporation (ORCL)	0.0	$300k	+31%	2.0k	147.13	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$299k	NEW	16k	19.30	View chart
Spdr Series Trust State Street Spd (SPYD)	0.0	$297k	NEW	6.5k	45.52	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$297k		5.9k	50.61	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$294k	+49%	1.2k	237.63	View chart
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS)	0.0	$292k		5.7k	51.15	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$291k	NEW	3.0k	97.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.0	$288k		6.4k	44.91	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBFB)	0.0	$284k	NEW	9.4k	30.04	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.0	$279k	-73%	4.5k	61.84	View chart
Ishares Tr Cybersecurity (IHAK)	0.0	$276k	NEW	6.3k	43.65	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.0	$276k	NEW	9.4k	29.36	View chart
Pgim Rock Etf Tr S&p 500 Buffer (OCTP)	0.0	$275k	NEW	9.3k	29.63	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$275k	NEW	5.9k	46.53	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$275k	NEW	5.4k	50.80	View chart
Micron Technology (MU)	0.0	$271k	NEW	803.00	337.76	View chart
Host Hotels & Resorts (HST)	0.0	$268k	+34%	14k	19.16	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBJA)	0.0	$265k	NEW	8.7k	30.43	View chart
Freeport Mcmoran CL B (FCX)	0.0	$263k	NEW	4.5k	58.79	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.0	$262k	NEW	10k	26.06	View chart
Realty Income (O)	0.0	$262k	NEW	4.3k	61.17	View chart
Motorola Solutions Com New (MSI)	0.0	$260k	NEW	599.00	434.01	View chart
Fidelity Covington Trust Enhanced High Yi (FDHY)	0.0	$259k	NEW	5.3k	48.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.0	$254k	NEW	9.9k	25.75	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBMR)	0.0	$254k	NEW	8.4k	30.32	View chart
UnitedHealth (UNH)	0.0	$253k	+26%	934.00	270.70	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$252k	NEW	1.1k	224.61	View chart
Hershey Company (HSY)	0.0	$251k	NEW	1.2k	207.96	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$251k	NEW	4.1k	61.27	View chart
Gilead Sciences (GILD)	0.0	$250k	-14%	1.8k	139.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.0	$249k	NEW	6.1k	40.47	View chart
Us Bancorp Com New (USB)	0.0	$247k	+12%	4.8k	52.01	View chart
Medtronic SHS (MDT)	0.0	$246k	NEW	2.8k	86.64	View chart
Quanta Services (PWR)	0.0	$245k	-51%	447.00	549.05	View chart
S&p Global (SPGI)	0.0	$245k	NEW	575.00	425.44	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$243k	NEW	7.3k	33.22	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$239k	NEW	3.4k	70.36	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBDE)	0.0	$239k	NEW	8.2k	29.01	View chart
Shell Spon Ads (SHEL)	0.0	$238k	NEW	2.6k	92.99	View chart
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC)	0.0	$238k	-9%	21k	11.27	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.0	$236k		3.3k	70.51	View chart
Kroger (KR)	0.0	$233k	NEW	3.2k	72.37	View chart
Fiserv (FISV)	0.0	$231k	NEW	4.1k	55.80	View chart
Hca Holdings (HCA)	0.0	$227k	NEW	480.00	472.86	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$227k	NEW	759.00	298.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.0	$227k	NEW	4.7k	47.91	View chart
Enbridge (ENB)	0.0	$227k	NEW	4.2k	54.13	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$223k	NEW	2.0k	112.28	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$223k	NEW	3.3k	68.43	View chart
Cme (CME)	0.0	$220k	NEW	746.00	295.28	View chart
Devon Energy Corporation (DVN)	0.0	$217k	NEW	4.3k	50.32	View chart
Arista Networks Com Shs (ANET)	0.0	$217k	NEW	1.8k	122.78	View chart
Enterprise Products Partners (EPD)	0.0	$216k	NEW	5.7k	37.84	View chart
Comfort Systems USA (FIX)	0.0	$215k	NEW	156.00	1380.90	View chart
Tortoise Capital Series Trus Ai Infrastructur (TCAI)	0.0	$215k	NEW	6.2k	34.64	View chart
Constellation Energy (CEG)	0.0	$215k	NEW	768.00	279.37	View chart
Spdr Series Trust State Street Spd (XSD)	0.0	$213k	NEW	652.00	326.24	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$212k	NEW	595.00	356.76	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$212k	NEW	4.3k	48.93	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$212k		2.2k	95.48	View chart
American Water Works (AWK)	0.0	$210k	NEW	1.5k	136.12	View chart
Sempra Energy (SRE)	0.0	$208k	NEW	2.1k	97.17	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$206k		1.5k	138.37	View chart
Fastenal Company (FAST)	0.0	$203k	NEW	4.4k	46.40	View chart
ConocoPhillips (COP)	0.0	$202k	NEW	1.5k	132.04	View chart
Xylem (XYL)	0.0	$200k	NEW	1.7k	119.52	View chart
Natwest Group Spons Adr (NWG)	0.0	$168k	-9%	11k	14.90	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$166k		15k	10.84	View chart
Quantumscape Corp Com Cl A (QS)	0.0	$103k		16k	6.38	View chart
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG)	0.0	$76k	+4%	32k	2.39	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$69k	-7%	14k	5.03	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$48k	NEW	11k	4.29	View chart
Brandywine Rlty Tr Sh Ben Int New (BDN)	0.0	$32k	-17%	12k	2.71	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$31k	NEW	10k	3.07	View chart
Amc Entmt Hldgs Cl A New (AMC)	0.0	$20k	NEW	20k	0.98	View chart

Past Filings by Kintra Wealth

SEC 13F filings are viewable for Kintra Wealth going back to 2021

Kintra Wealth 2026 Q1 filed May 15, 2026
Kintra Wealth 2025 Q4 filed Feb. 18, 2026
Evergreen Wealth Solutions 2025 Q3 filed Nov. 14, 2025
Evergreen Wealth Solutions 2025 Q2 filed Aug. 14, 2025
Evergreen Wealth Solutions 2025 Q1 filed May 14, 2025
Evergreen Wealth Solutions 2024 Q4 filed Feb. 14, 2025
Evergreen Wealth Solutions 2024 Q3 filed Nov. 14, 2024
Evergreen Wealth Solutions 2024 Q2 filed Aug. 14, 2024
Evergreen Wealth Solutions 2024 Q1 filed May 15, 2024
Evergreen Wealth Solutions 2023 Q4 filed Feb. 7, 2024
Evergreen Wealth Solutions 2023 Q3 filed Nov. 14, 2023
Evergreen Wealth Solutions 2023 Q2 filed Aug. 11, 2023
Evergreen Wealth Solutions 2023 Q1 filed May 12, 2023
Evergreen Wealth Solutions 2022 Q4 filed Feb. 14, 2023
Evergreen Wealth Solutions 2022 Q3 filed Nov. 14, 2022
Evergreen Wealth Solutions 2022 Q2 filed Aug. 15, 2022

View all past filings

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