Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Evergreen Wealth Solutions

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

Top 5 stock holdings are TRIO, IUSG, IUSV, JCPB, IVV, and represent 20.02% of Kintra Wealth's stock portfolio.
Added to shares of these 10 stocks: JCPB (+$33M), JGRO (+$29M), FTCB (+$25M), VOO (+$24M), FBND (+$18M), IUSV (+$17M), IVV (+$17M), IUSG (+$16M), ACWX (+$13M), JPIE (+$13M).
Started 120 new stock positions in HMC, PLD, JBBB, CLOZ, FIIG, BKNG, CFIT, PMAR, SPCX, USFR.
Reduced shares in these 10 stocks: MFSG (-$27M), WCMI (-$23M), JPIB (-$15M), CIEN (-$8.8M), GSLC (-$6.1M), IIGD (-$5.7M), FSEC (-$5.1M), IGIB, MYCF, MOAT.
Sold out of its positions in AMC, BBBS, DVN, SHLD, Honeywell International, IIGD, IGLB, KTOS, KR, SPMB. TCAI, VPL.
Kintra Wealth was a net buyer of stock by $331M.
Kintra Wealth has $1.9B in assets under management (AUM), dropping by 35.33%.
Central Index Key (CIK): 0001904432

Tip: Access up to 7 years of quarterly data

Positions held by Evergreen Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Kintra Wealth

Kintra Wealth holds 514 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Kintra Wealth has 514 total positions. Only the first 250 positions are shown.

Sign up to view all of the Kintra Wealth June 30, 2026 positions
Download the Kintra Wealth June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ea Series Trust Mc Tr Eq Bu Etf (TRIO)	6.4	$122M		1.8M	66.27	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	3.7	$71M	+29%	365k	194.94	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	3.6	$68M	+33%	592k	115.32	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	3.4	$64M	+108%	1.4M	46.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.0	$58M	+40%	74k	781.47	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.8	$53M	+14%	528k	101.21	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.5	$48M	+101%	68k	714.95	View chart
First Tr Exchange-traded Core Investment (FTCB)	2.4	$46M	+124%	2.2M	20.62	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	2.4	$46M		1.1M	42.96	View chart
NVIDIA Corporation Put Option (NVDA)	2.3	$43M	+17%	192k	225.30	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.2	$42M	+15%	278k	149.72	View chart
Apple (AAPL)	2.1	$41M	+30%	133k	305.26	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.0	$39M	+47%	849k	45.88	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.9	$36M	-14%	243k	148.71	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	1.8	$34M	+11%	1.3M	25.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$33M	+7%	45k	732.08	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.7	$32M	+1059%	328k	96.87	View chart
Mfs Active Exchange Traded F Growth Etf (MFSG)	1.7	$32M	-45%	1.0M	30.83	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.6	$31M	+8%	125k	246.61	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	1.5	$28M	+13%	490k	56.67	View chart
Amazon (AMZN)	1.4	$28M	+11%	105k	265.13	View chart
Microsoft Corporation (MSFT)	1.3	$25M	+9%	51k	496.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.2	$23M	+9%	291k	78.42	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	1.1	$21M	+8%	424k	50.47	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.1	$20M	+1016%	449k	45.04	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.9	$18M	+2%	347k	50.58	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$17M	-10%	22k	777.88	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$16M	+105%	161k	97.69	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.8	$14M		239k	60.42	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.7	$14M	+2015%	177k	77.91	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.7	$14M		148k	92.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$13M	+17%	36k	346.36	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$11M	-14%	49k	227.05	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$11M	+14%	32k	343.94	View chart
Ciena Corp Com New (CIEN)	0.6	$11M	-44%	25k	442.79	View chart
Capital Group Global Equity SHS (CGGE)	0.5	$10M	+30%	286k	35.99	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.5	$10M	NEW	117k	85.94	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$9.6M	+409%	107k	89.73	View chart
JPMorgan Chase & Co. (JPM)	0.5	$9.5M	+35%	26k	363.11	View chart
Johnson & Johnson (JNJ)	0.5	$8.6M	+7%	33k	262.08	View chart
T. Rowe Price (TROW)	0.5	$8.6M	+31%	78k	111.30	View chart
Broadcom (AVGO)	0.4	$8.5M	+14%	21k	417.82	View chart
Exxon Mobil Corporation (XOM)	0.4	$8.4M	+75%	53k	158.61	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.4	$8.4M	-19%	163k	51.44	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.4	$8.3M		33k	250.02	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.4	$8.0M	-6%	15k	537.92	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.4	$8.0M	-74%	397k	20.05	View chart
Capital Group Core Balanced SHS (CGBL)	0.4	$7.7M	+86%	201k	38.57	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.4	$7.7M	+36%	166k	46.38	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.4	$7.6M		311k	24.37	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$6.8M	NEW	73k	93.87	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$6.6M	+425%	72k	91.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$6.5M		13k	506.92	View chart
First Tr Exchange-traded Ltd Dur Invt Etf (FSIG)	0.3	$6.5M	NEW	345k	18.85	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.3	$6.3M	NEW	170k	37.43	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.3	$6.3M	+52%	133k	47.49	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.3	$6.1M	+13%	312k	19.64	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$6.1M	NEW	233k	26.26	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$6.0M	+19%	41k	147.11	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$5.9M	+13%	23k	258.70	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.3	$5.6M	+15%	276k	20.39	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$5.5M	+25%	14k	384.29	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.3	$5.3M	+188%	195k	27.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$5.3M	-28%	72k	73.54	View chart
Abbvie (ABBV)	0.3	$5.2M	+3%	21k	250.82	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$5.2M	-37%	67k	77.69	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.3	$5.1M	NEW	99k	52.07	View chart
Visa Com Cl A (V)	0.3	$5.1M	+84%	14k	365.44	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$5.0M	-27%	105k	47.91	View chart
Merck & Co (MRK)	0.3	$5.0M	+4%	37k	135.55	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$5.0M	-32%	31k	162.39	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.3	$4.9M	+31%	266k	18.59	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.2	$4.6M		27k	168.65	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$4.5M	NEW	271k	16.59	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.2	$4.5M		180k	24.93	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$4.5M	+385%	36k	125.66	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$4.4M	-2%	174k	25.20	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$4.3M	+501%	51k	85.69	View chart
Costco Wholesale Corporation (COST)	0.2	$4.2M	+50%	4.4k	961.81	View chart
Procter & Gamble Company (PG)	0.2	$4.1M	+10%	29k	144.26	View chart
Invesco Exch Traded Fd Tr Ii Short Term Etf (TBLL)	0.2	$4.1M	+2%	39k	105.76	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$4.1M	-18%	111k	36.89	View chart
Tesla Motors (TSLA)	0.2	$4.1M	+19%	12k	339.96	View chart
J P Morgan Exchange Traded F Flexi Debt Etf (JFLX)	0.2	$4.0M	NEW	80k	49.98	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$4.0M	+12%	78k	50.91	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.2	$4.0M	-39%	41k	97.26	View chart
Applied Materials (AMAT)	0.2	$4.0M	+17%	7.4k	534.51	View chart
Meta Platforms Cl A (META)	0.2	$3.9M	+7%	6.5k	594.99	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$3.8M	+674%	46k	84.24	View chart
Wal-Mart Stores (WMT)	0.2	$3.8M	+15%	33k	115.72	View chart
Eli Lilly & Co. (LLY)	0.2	$3.8M	+5%	3.1k	1208.83	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$3.6M	+4%	73k	49.62	View chart
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)	0.2	$3.6M	NEW	32k	111.39	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$3.3M	+94%	7.6k	430.52	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.2	$3.3M	+11%	33k	100.53	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$3.3M	-27%	16k	210.31	View chart
Spdr Series Trust Sp Kensho Newec (KOMP)	0.2	$3.2M	-14%	45k	70.88	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$3.1M		14k	229.72	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.1M	-30%	12k	251.00	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$3.0M	+328%	13k	225.53	View chart
Bank of America Corporation (BAC)	0.2	$3.0M	+21%	46k	64.09	View chart
Home Depot (HD)	0.2	$3.0M	+24%	8.7k	341.72	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$3.0M	-35%	9.5k	313.43	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.2	$2.9M	+12%	136k	21.66	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$2.9M	NEW	58k	50.44	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$2.9M	+6%	18k	158.33	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.8M	+122%	9.0k	308.56	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.8M	+17%	10k	273.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$2.8M	-2%	46k	59.84	View chart
Amgen (AMGN)	0.1	$2.8M	+3%	6.6k	417.84	View chart
Chevron Corporation (CVX)	0.1	$2.8M	+25%	14k	197.71	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$2.7M	-5%	32k	86.00	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$2.7M		23k	118.45	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.7M		4.8k	567.05	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$2.6M		125k	20.67	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$2.5M	NEW	20k	128.01	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$2.5M	NEW	109k	23.09	View chart
United Parcel Svcs CL B (UPS)	0.1	$2.5M	+24%	24k	105.54	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$2.5M	-27%	6.7k	365.32	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$2.4M	+204%	49k	50.00	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$2.4M	-12%	100k	24.17	View chart
General Dynamics Corporation (GD)	0.1	$2.4M		6.2k	392.97	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$2.4M		100k	24.19	View chart
Caterpillar (CAT)	0.1	$2.4M	-3%	2.8k	854.58	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$2.4M	-86%	49k	47.98	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.1	$2.3M	+136%	57k	41.29	View chart
Intel Corporation (INTC)	0.1	$2.3M		22k	104.56	View chart
Verizon Communications (VZ)	0.1	$2.3M	+5%	48k	48.22	View chart
Cisco Systems (CSCO)	0.1	$2.3M	-2%	20k	113.47	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.3M	-7%	28k	81.29	View chart
International Business Machines (IBM)	0.1	$2.3M	+7%	9.5k	237.13	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$2.2M	+124%	99k	22.08	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$2.2M	NEW	34k	63.25	View chart
Bitwise Funds Trust Crypto Industry (BITQ)	0.1	$2.1M	NEW	92k	22.84	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$2.1M	NEW	15k	140.40	View chart
Capital Group International SHS (CGIC)	0.1	$2.0M	+17%	55k	37.04	View chart
Micron Technology (MU)	0.1	$2.0M	+161%	2.1k	949.72	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.1	$2.0M	NEW	95k	20.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$2.0M	+8%	32k	61.52	View chart
MetLife (MET)	0.1	$2.0M	+11%	20k	97.47	View chart
Wp Carey (WPC)	0.1	$1.9M		27k	71.49	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$1.9M	+32%	71k	27.22	View chart
Advanced Micro Devices (AMD)	0.1	$1.9M	+80%	3.8k	483.06	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.8M	+5%	8.3k	222.73	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$1.8M	+158%	47k	39.07	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.8M	+9%	21k	87.72	View chart
Vanguard World Health Car Etf (VHT)	0.1	$1.8M	+24%	5.6k	316.22	View chart
Walt Disney Company (DIS)	0.1	$1.8M	+5%	17k	104.80	View chart
Palo Alto Networks (PANW)	0.1	$1.7M	-9%	4.3k	396.00	View chart
Nextera Energy (NEE)	0.1	$1.7M	+154%	19k	86.01	View chart
Marathon Petroleum Corp (MPC)	0.1	$1.6M	+3%	4.6k	356.33	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$1.6M	-2%	12k	132.63	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.1	$1.6M	+407%	48k	33.72	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.6M		9.2k	172.29	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.6M	-68%	14k	114.31	View chart
Northwest Bancshares (NWBI)	0.1	$1.6M		99k	15.79	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBAU)	0.1	$1.5M	+106%	48k	32.11	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$1.5M	+24%	9.9k	152.72	View chart
Pfizer (PFE)	0.1	$1.5M	+14%	56k	26.80	View chart
Ge Aerospace Com New (GE)	0.1	$1.5M	+9%	4.1k	360.64	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.5M	+741%	12k	122.99	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.4M	-54%	2.4k	589.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$1.4M		23k	61.53	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.4M	+14%	6.2k	227.18	View chart
McDonald's Corporation (MCD)	0.1	$1.4M	+71%	5.1k	272.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$1.4M		24k	57.56	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$1.4M	+57%	26k	54.42	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.4M		5.5k	249.71	View chart
McKesson Corporation (MCK)	0.1	$1.4M	+16%	1.6k	856.43	View chart
CVS Caremark Corporation (CVS)	0.1	$1.4M	+24%	15k	94.99	View chart
M&T Bank Corporation (MTB)	0.1	$1.4M	+21%	5.3k	253.27	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$1.3M	+7%	7.1k	190.76	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$1.3M	+7%	11k	123.40	View chart
Waste Management (WM)	0.1	$1.3M	+26%	5.8k	224.23	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.3M	-52%	36k	35.94	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.3M	+42%	8.8k	149.32	View chart
Coca-Cola Company (KO)	0.1	$1.3M	+32%	15k	87.42	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$1.2M	-3%	12k	106.28	View chart
Globe Life (GL)	0.1	$1.2M		6.8k	180.66	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$1.2M	+91%	1.7k	714.40	View chart
Marsh & McLennan Companies (MRSH)	0.1	$1.2M	+31%	6.4k	188.68	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.2M	+21%	35k	34.43	View chart
Fidelity Merrimack Str Tr Investment Gr Se (FSEC)	0.1	$1.2M	-81%	27k	43.54	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$1.2M	+86%	6.7k	173.16	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$1.1M	-14%	26k	44.04	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.1M		6.8k	167.04	View chart
Series Portfolios Tr Infra Cap Bd Etf (BNDS)	0.1	$1.1M	NEW	23k	50.38	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.1M	+149%	11k	106.16	View chart
Philip Morris International (PM)	0.1	$1.1M	+35%	6.0k	188.90	View chart
Lowe's Companies (LOW)	0.1	$1.1M	-9%	5.1k	218.22	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.1M	+201%	11k	106.33	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.1M	+54%	14k	81.91	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.1	$1.1M	-70%	52k	21.27	View chart
Pepsi (PEP)	0.1	$1.1M	+25%	7.8k	140.62	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.1M	-17%	3.7k	293.43	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.1M	+2%	3.6k	303.46	View chart
Travelers Companies (TRV)	0.1	$1.1M	+145%	2.9k	369.96	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$1.1M	NEW	22k	49.72	View chart
Nucor Corporation (NUE)	0.1	$1.1M	-15%	4.0k	272.26	View chart
Ge Vernova (GEV)	0.1	$1.1M	+11%	1.0k	1049.31	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.1M	+415%	36k	29.26	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	0.1	$1.0M	-2%	18k	57.72	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.1	$1.0M	+11%	30k	35.21	View chart
Union Pacific Corporation (UNP)	0.1	$1.0M	+41%	3.5k	297.77	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$1.0M		25k	42.26	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$1.0M		22k	46.22	View chart
Air Products & Chemicals (APD)	0.1	$1.0M	+70%	3.3k	305.51	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$992k	-3%	6.0k	164.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$980k	-31%	16k	60.34	View chart
Corning Incorporated (GLW)	0.1	$974k	+28%	6.1k	158.53	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$962k		19k	50.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.1	$959k		17k	56.50	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$959k	+138%	5.6k	170.69	View chart
Boeing Company (BA)	0.0	$945k	+21%	4.1k	230.31	View chart
Raytheon Technologies Corp (RTX)	0.0	$937k	+58%	4.2k	220.49	View chart
Deere & Company (DE)	0.0	$931k	+36%	1.5k	612.31	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.0	$925k	-14%	37k	24.72	View chart
American Express Company (AXP)	0.0	$912k	+19%	2.7k	343.67	View chart
Palantir Technologies Cl A (PLTR)	0.0	$909k	+3%	5.1k	179.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.0	$903k	+7%	20k	44.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.0	$899k		16k	57.71	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$898k	NEW	16k	56.46	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$883k	-9%	17k	52.13	View chart
At&t (T)	0.0	$882k	+22%	36k	24.58	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$874k	NEW	949.00	920.89	View chart
Kla Corp Com New (KLAC)	0.0	$867k	+810%	4.1k	209.36	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.0	$867k		9.2k	94.44	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$859k	+17%	6.8k	127.14	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBJN)	0.0	$855k	NEW	27k	31.49	View chart
Workday Cl A (WDAY)	0.0	$841k	NEW	4.1k	206.45	View chart
Stryker Corporation (SYK)	0.0	$827k	+22%	2.4k	341.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$818k	+80%	3.4k	238.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.0	$789k		19k	42.06	View chart
salesforce (CRM)	0.0	$785k	+117%	3.9k	201.38	View chart
Netflix (NFLX)	0.0	$784k	+36%	10k	78.24	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$779k		12k	66.60	View chart
Novartis Sponsored Adr (NVS)	0.0	$777k	+48%	5.1k	151.71	View chart
Southern Company (SO)	0.0	$777k	+49%	8.4k	92.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.0	$772k		14k	56.48	View chart
Morgan Stanley Com New (MS)	0.0	$763k	+38%	3.5k	218.35	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$760k	-45%	6.4k	118.02	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$758k	+7%	7.4k	102.20	View chart
Cambria Etf Tr Fixe Inc Tre Etf (CFIT)	0.0	$756k	NEW	29k	26.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$752k		12k	62.44	View chart
First Tr Exchange-traded Inter Grade Etf (FIIG)	0.0	$746k	NEW	36k	20.50	View chart
Intuitive Surgical Com New (ISRG)	0.0	$744k	+29%	1.9k	401.27	View chart
Public Service Enterprise (PEG)	0.0	$733k	+67%	9.6k	75.93	View chart
Quanta Services (PWR)	0.0	$726k	+141%	1.1k	672.87	View chart
Duke Energy Corp Com New (DUK)	0.0	$722k	+78%	5.8k	124.48	View chart
Norfolk Southern (NSC)	0.0	$722k	+34%	2.1k	337.79	View chart

Past Filings by Kintra Wealth

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

Kintra Wealth 2026 Q2 filed Aug. 14, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z