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Fiduciary Alliance

Latest statistics and disclosures from Fiduciary Alliance's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, MSFT, SPY, JPM, NVDA, and represent 17.49% of Fiduciary Alliance's stock portfolio.
Added to shares of these 10 stocks: GRID (+$5.8M), INTC (+$5.4M), BAM (+$5.1M), OSCR, TSM, ZETA, ALB, ASML, BBAI, TBIL.
Started 34 new stock positions in CASY, PDI, OPEN, BMNR, STX, ES, SOXX, GDX, USLM, SDIV.
Reduced shares in these 10 stocks: ALL (-$6.5M), ISRG, PLTR, DIS, JPM, CL, LMT, ARGT, HOOD, COP.
Sold out of its positions in APCX, CARR, LNG, CLX, CBAN, DLR, MSTU, GME, ARGT, SNSR. GWW, LULU, MMC, NAK, SMR, OKE, AGGH, TGT, TMDX, MMU, DGRW.
Fiduciary Alliance was a net buyer of stock by $44M.
Fiduciary Alliance has $1.5B in assets under management (AUM), dropping by 11.33%.
Central Index Key (CIK): 0001954805

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Portfolio Holdings for Fiduciary Alliance

Fiduciary Alliance holds 492 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	4.2	$63M		246k	254.63	View chart
Microsoft Stock (MSFT)	4.1	$62M		119k	517.95	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	3.7	$55M	+2%	83k	666.18	View chart
JPMorgan Chase Stock (JPM)	2.9	$43M	-6%	137k	315.43	View chart
Nvidia Corporation Stock (NVDA)	2.6	$38M		205k	186.58	View chart
Amazon Stock (AMZN)	2.2	$33M		152k	219.57	View chart
Berkshire Hathaway CL B Stock (BRK.B)	1.9	$28M		56k	502.74	View chart
Alibaba Group Hldg Adr (BABA)	1.8	$27M	+6%	149k	178.73	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	1.5	$22M	+9%	342k	65.00	View chart
Schwab U.S. Large-Cap Growth Etf (SCHG)	1.5	$22M		693k	31.91	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	1.5	$22M	-16%	121k	182.42	View chart
SPDR S&P World ex-US Etf (SPDW)	1.5	$22M	+8%	512k	42.79	View chart
Alphabet CL A Stock (GOOGL)	1.4	$20M	+3%	84k	243.10	View chart
Cooper Std Hldgs Stock (CPS)	1.2	$18M	+2%	499k	36.93	View chart
Home Depot Stock (HD)	1.2	$18M		45k	405.19	View chart
iShares S&P Small Cap ETF Etf (IJR)	1.1	$17M	+8%	142k	118.83	View chart
Conocophillips Stock (COP)	1.0	$16M	-7%	164k	94.59	View chart
Morgan Stanley Stock (MS)	1.0	$15M	-3%	95k	158.96	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	1.0	$15M	-11%	105k	143.18	View chart
Strategy Inc Cl A Stock (MSTR)	1.0	$14M		44k	322.21	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.9	$14M	+8%	151k	91.75	View chart
Tesla Stock (TSLA)	0.9	$13M	+8%	29k	444.72	View chart
Inspire International Etf Etf (WWJD)	0.8	$12M		337k	35.27	View chart
Eaton Corp Stock (ETN)	0.8	$12M	+5%	31k	374.25	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.8	$12M		130k	89.77	View chart
Johnson & Johnson Stock (JNJ)	0.8	$12M		63k	185.42	View chart
Oscar Health Inc Cl A Stock (OSCR)	0.8	$12M	+33%	605k	18.93	View chart
Broadcom Stock (AVGO)	0.8	$11M	-3%	34k	329.91	View chart
Paypal Stock (PYPL)	0.7	$11M	+7%	161k	67.06	View chart
Walmart Stock (WMT)	0.7	$11M	+12%	104k	103.06	View chart
Schwab Intermediate-Term US Treasury Etf (SCHR)	0.7	$11M	+4%	427k	25.13	View chart
Kinder Morgan Stock (KMI)	0.7	$9.8M	-4%	347k	28.31	View chart
Schwab U.S. Large-Cap Value Etf (SCHV)	0.7	$9.8M		335k	29.11	View chart
Nextera Energy Stock (NEE)	0.6	$9.6M	+7%	128k	75.49	View chart
Republic Services Stock (RSG)	0.6	$9.3M	-2%	41k	229.48	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.6	$9.0M		329k	27.30	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.6	$9.0M	+5%	15k	600.39	View chart
Quanta Services Stock (PWR)	0.6	$8.6M		21k	414.42	View chart
Costco Stock (COST)	0.6	$8.5M	-6%	9.2k	925.59	View chart
V F Corp Stock (VFC)	0.6	$8.5M	+21%	587k	14.43	View chart
Ishares Ethereum Trust Etf Etf (ETHA)	0.5	$8.1M	+21%	257k	31.51	View chart
Eli Lilly & Co Stock (LLY)	0.5	$8.1M	+3%	11k	762.99	View chart
Intel Stock (INTC)	0.5	$7.9M	+215%	237k	33.55	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$7.8M	+7%	13k	612.40	View chart
Meta Platforms Stock (META)	0.5	$7.7M	+8%	11k	734.38	View chart
Gold ETF Etf (SGOL)	0.5	$7.7M	-3%	210k	36.81	View chart
Hims & Hers Health Inc Com Cl A Stock (HIMS)	0.5	$7.7M	+24%	136k	56.72	View chart
First Trust Clean Edge Smart Grid ETF Etf (GRID)	0.5	$7.6M	+307%	51k	151.08	View chart
International Business Machs Stock (IBM)	0.5	$7.3M	+40%	26k	282.17	View chart
Alphabet CL C Stock (GOOG)	0.5	$7.2M	-5%	30k	243.55	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.5	$7.2M		52k	137.74	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.5	$7.2M		105k	68.08	View chart
SPDR S&P Emerging Markets Etf (SPEM)	0.5	$7.1M		151k	46.81	View chart
Amgen Stock (AMGN)	0.5	$7.0M	-5%	25k	282.21	View chart
Taiwan Semiconductor Adr (TSM)	0.5	$6.9M	+60%	25k	279.29	View chart
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB)	0.5	$6.9M	+3%	141k	49.03	View chart
Netflix Stock (NFLX)	0.4	$6.5M	+3%	5.4k	1199.01	View chart
Us Treasury 3 Month Bill Etf Etf (TBIL)	0.4	$6.4M	+58%	128k	50.00	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.4	$6.4M	+12%	238k	26.84	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.4	$6.2M	+4%	18k	337.49	View chart
CME Group Stock (CME)	0.4	$6.1M	-4%	23k	270.19	View chart
Global X MLP & Energy Infrastructure ETF Etf (MLPX)	0.4	$6.0M	-2%	96k	62.71	View chart
At&t Stock (T)	0.4	$6.0M		213k	28.24	View chart
Moodys Corp Stock (MCO)	0.4	$6.0M	-6%	13k	476.48	View chart
Texas Instruments Stock (TXN)	0.4	$5.9M	-5%	32k	183.73	View chart
Danaher Stock (DHR)	0.4	$5.9M	-16%	30k	198.26	View chart
Vanguard Total Stock Market Etf (VTI)	0.4	$5.6M	+32%	17k	328.17	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.4	$5.5M	+4%	14k	402.42	View chart
iShares Emerging Markets ex China ETF Etf (EMXC)	0.4	$5.4M	+11%	81k	67.51	View chart
Sofi Technologies Stock (SOFI)	0.4	$5.3M	+3%	199k	26.42	View chart
Vanguard Growth Etf Etf (VUG)	0.4	$5.2M	+15%	11k	479.62	View chart
JPMorgan Hedged Equity Laddered Overlay ETF Etf (HELO)	0.3	$5.2M	+2%	80k	65.00	View chart
Brookfield Asset Management Stock (BAM)	0.3	$5.1M	NEW	89k	56.94	View chart
M & T Bk Corp Stock (MTB)	0.3	$5.0M	-2%	25k	197.62	View chart
Lockheed Martin Stock (LMT)	0.3	$4.9M	-36%	9.8k	499.20	View chart
Vanguard Mid-cap Etf Etf (VO)	0.3	$4.9M		17k	293.74	View chart
Abbvie Stock (ABBV)	0.3	$4.9M		21k	231.54	View chart
Exxon Mobil Stock (XOM)	0.3	$4.9M	-2%	43k	112.75	View chart
ASML Holdings Adr (ASML)	0.3	$4.8M	+103%	5.0k	968.10	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.3	$4.7M		47k	99.81	View chart
Global Robotics and AI ETF Etf (BOTZ)	0.3	$4.7M	+16%	133k	35.43	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.3	$4.6M	-20%	62k	73.57	View chart
Pacer US Cash Cows 100 ETF Etf (COWZ)	0.3	$4.5M	+20%	79k	57.47	View chart
Mastercard Incorporated Cl A Stock (MA)	0.3	$4.4M		7.7k	568.84	View chart
American Express Stock (AXP)	0.3	$4.4M	-2%	13k	332.17	View chart
Disney Stock (DIS)	0.3	$4.2M	-44%	37k	114.50	View chart
JPMorgan Income ETF Etf (JPIE)	0.3	$4.2M	+12%	90k	46.41	View chart
Unitedhealth Group Stock (UNH)	0.3	$4.2M	-14%	12k	345.30	View chart
Schwab REIT Etf (SCHH)	0.3	$4.1M	+3%	189k	21.57	View chart
Truist Financial Stock (TFC)	0.3	$4.0M	-6%	87k	45.72	View chart
First Trust Cybersecurity ETF Etf (CIBR)	0.3	$4.0M	+25%	52k	76.01	View chart
iShares China Large Cap Etf (FXI)	0.3	$3.8M	+48%	94k	41.14	View chart
Abbott Labs Stock (ABT)	0.3	$3.8M	+4%	28k	133.94	View chart
Pfizer Stock (PFE)	0.2	$3.7M	+46%	145k	25.48	View chart
Duke Energy Corp Stock (DUK)	0.2	$3.6M		29k	123.75	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	0.2	$3.5M	-4%	56k	62.91	View chart
Fidelity Total Bond Etf Etf (FBND)	0.2	$3.4M	+2%	74k	46.24	View chart
Bank of America Stock (BAC)	0.2	$3.4M		66k	51.59	View chart
Oracle Corp Stock (ORCL)	0.2	$3.4M	+2%	12k	281.24	View chart
iShares Short-Term Treasury ETF Etf (SHV)	0.2	$3.4M	+5%	31k	110.49	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.2	$3.3M	+65%	15k	215.79	View chart
Capital Group Core Bond Etf Etf (CGCB)	0.2	$3.3M		124k	26.58	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.2	$3.3M		35k	93.35	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.2	$3.3M		118k	27.75	View chart
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT)	0.2	$3.3M	-5%	22k	145.65	View chart
Spdr S&p North American Natural Resources Etf Etf (NANR)	0.2	$3.2M	+6%	50k	64.60	View chart
Eagle Capital Select Equity Etf Etf (EAGL)	0.2	$3.2M	+9%	104k	31.26	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.2	$3.2M	+7%	59k	54.09	View chart
Workday Inc Cl A Stock (WDAY)	0.2	$3.2M	+27%	13k	240.73	View chart
Shopify Stock (SHOP)	0.2	$3.2M	-5%	22k	148.61	View chart
Markel Stock (MKL)	0.2	$3.2M	+12%	1.7k	1911.36	View chart
Vistra Corp Stock (VST)	0.2	$3.1M	-11%	16k	195.92	View chart
Chevron Stock (CVX)	0.2	$3.1M		20k	155.29	View chart
Visa Stock (V)	0.2	$3.1M	-3%	9.0k	341.37	View chart
Crowdstrike Stock (CRWD)	0.2	$3.0M	-2%	6.0k	490.38	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.2	$3.0M	+4%	29k	100.69	View chart
Albemarle Stock (ALB)	0.2	$2.9M	+541%	36k	81.08	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.2	$2.9M	+8%	6.3k	463.76	View chart
Inspire 100 Etf Etf (BIBL)	0.2	$2.9M	-3%	65k	44.43	View chart
United Technologies Stock (RTX)	0.2	$2.8M	-4%	17k	167.33	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	0.2	$2.8M	+40%	57k	49.39	View chart
Range Nuclear Renaissance Index Etf Etf (NUKZ)	0.2	$2.8M	+54%	43k	65.04	View chart
Stryker Corporation Stock (SYK)	0.2	$2.7M	-2%	7.2k	369.69	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$2.7M	+3%	3.6k	746.66	View chart
Schwab International Dividend Equity ETF Etf (SCHY)	0.2	$2.6M	+36%	92k	27.94	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$2.6M	+6%	30k	87.31	View chart
Comcast Stock (CMCSA)	0.2	$2.5M	-5%	81k	31.42	View chart
McDonalds Stock (MCD)	0.2	$2.5M	-2%	8.3k	303.89	View chart
Southern Stock (SO)	0.2	$2.5M	-2%	26k	94.77	View chart
Capital One Finl Corp Stock (COF)	0.2	$2.5M	-3%	12k	212.58	View chart
Zeta Global Holdings Corp Cl A Stock (ZETA)	0.2	$2.5M	NEW	125k	19.87	View chart
Aercap Holdings Nv Stock (AER)	0.2	$2.5M	-12%	20k	121.00	View chart
Bigbear Ai Hldgs Stock (BBAI)	0.2	$2.4M	NEW	363k	6.52	View chart
Powershares S&P 500 Quality Etf (SPHQ)	0.2	$2.4M	+16%	32k	73.29	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.2	$2.3M	+3%	41k	57.52	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$2.3M	+2%	12k	189.69	View chart
Main Sector Rotation Etf Etf (SECT)	0.2	$2.3M		37k	63.02	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.2	$2.3M	+25%	110k	20.93	View chart
Global X 1-3 Month T-Bill ETF Etf (CLIP)	0.2	$2.3M		23k	100.42	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$2.3M	+16%	19k	120.72	View chart
Principal Spectrum Preferred Secs Active Etf Etf (PREF)	0.2	$2.3M	+14%	118k	19.14	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.1	$2.2M	+16%	4.8k	468.43	View chart
Kraneshares Csi China Internet Etf Etf (KWEB)	0.1	$2.2M	+12%	53k	42.01	View chart
SPDR Portfolio High Yield Bond ETF Etf (SPHY)	0.1	$2.2M	+6%	92k	23.94	View chart
Ishares Silver Trust Etf (SLV)	0.1	$2.2M	+20%	52k	42.37	View chart
Nasdaq Stock (NDAQ)	0.1	$2.2M		25k	88.45	View chart
Procter And Gamble Stock (PG)	0.1	$2.2M	-4%	14k	153.65	View chart
Amphenol Corp New Cl A Stock (APH)	0.1	$2.2M	-11%	18k	123.75	View chart
Uber Technologies Stock (UBER)	0.1	$2.1M	+43%	22k	97.97	View chart
Baxter International Stock (BAX)	0.1	$2.1M	+46%	93k	22.77	View chart
Intuitive Surgical Stock (ISRG)	0.1	$2.1M	-68%	4.7k	447.23	View chart
Grab Holdings Limited Class A Ord Stock (GRAB)	0.1	$2.1M	NEW	347k	6.02	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.1	$2.0M		68k	29.62	View chart
Qxo Stock (QXO)	0.1	$2.0M	+155%	106k	19.06	View chart
Lowes Stock (LOW)	0.1	$2.0M	-7%	8.0k	251.31	View chart
Lennar Stock (LEN)	0.1	$2.0M	-3%	16k	126.04	View chart
Mosaic Stock (MOS)	0.1	$2.0M	NEW	57k	34.68	View chart
S&P Growth ETF Etf (SPYG)	0.1	$1.9M	+18%	19k	104.51	View chart
Royal Dutch Shell Adr (SHEL)	0.1	$1.9M	-25%	27k	71.53	View chart
Woodward Stock (WWD)	0.1	$1.9M	-11%	7.6k	252.71	View chart
Kla Corp Stock (KLAC)	0.1	$1.8M	-12%	1.7k	1078.62	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$1.8M		8.0k	220.82	View chart
Humana Stock (HUM)	0.1	$1.7M	-3%	6.7k	260.17	View chart
Toast Inc Cl A Stock (TOST)	0.1	$1.7M	+60%	48k	36.51	View chart
Verizon Stock (VZ)	0.1	$1.7M	+20%	39k	43.95	View chart
Wp Carey Reit (WPC)	0.1	$1.7M	+2%	26k	67.57	View chart
Capital Group Growth Etf Etf (CGGR)	0.1	$1.7M		39k	43.92	View chart
Tjx Cos Stock (TJX)	0.1	$1.7M	+2%	12k	144.54	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.1	$1.7M	+7%	40k	42.76	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.1	$1.7M	+7%	36k	47.55	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.1	$1.7M	+7%	75k	22.72	View chart
Kratos Defense & Sec Solutions Stock (KTOS)	0.1	$1.7M	+41%	19k	91.37	View chart
Aon Plc Shs Cl A Stock (AON)	0.1	$1.7M	+3%	4.7k	356.58	View chart
Pepsi Stock (PEP)	0.1	$1.7M	-4%	12k	140.44	View chart
Mara Holdings Stock (MARA)	0.1	$1.7M	+24%	91k	18.26	View chart
Ge Vernova Stock (GEV)	0.1	$1.7M	+3%	2.7k	614.90	View chart
Servicenow Stock (NOW)	0.1	$1.6M	+4%	1.8k	920.28	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.6M	-37%	29k	55.49	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$1.6M	+26%	5.7k	281.86	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$1.6M	-37%	16k	100.70	View chart
Boeing Stock (BA)	0.1	$1.6M	+21%	7.3k	215.84	View chart
Wec Energy Group Stock (WEC)	0.1	$1.6M	-5%	14k	114.59	View chart
Sap Se Adr (SAP)	0.1	$1.6M		5.9k	267.21	View chart
iShares Core S&P 500 ETF Etf (IVV)	0.1	$1.6M	+2%	2.3k	669.17	View chart
Simplify Managed Futures Strategy Etf Etf (CTA)	0.1	$1.6M	-13%	56k	27.97	View chart
Corning Stock (GLW)	0.1	$1.5M		19k	82.03	View chart
Constellation Energy Corp Stock (CEG)	0.1	$1.5M		4.6k	329.07	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.1	$1.5M	+4%	11k	130.28	View chart
Cisco Stock (CSCO)	0.1	$1.5M	-3%	22k	68.42	View chart
Carpenter Technology Corp Stock (CRS)	0.1	$1.4M		5.9k	245.54	View chart
Caseys Gen Stores Stock (CASY)	0.1	$1.4M	NEW	2.5k	565.34	View chart
Yieldmax Mstr Option Income Strategy Etf Etf (MSTY)	0.1	$1.4M	+35%	103k	13.96	View chart
Franklin Senior Loan Etf Franklin Liberty Senior Loan Fund Etf (FLBL)	0.1	$1.4M	+36%	58k	24.02	View chart
Lauder Estee Cos Inc Cl A Stock (EL)	0.1	$1.4M	-10%	16k	88.12	View chart
Enbridge Stock (ENB)	0.1	$1.4M		28k	50.46	View chart
Coca Cola Stock (KO)	0.1	$1.4M		21k	66.32	View chart
Crown Castle Int. Reit (CCI)	0.1	$1.4M	+36%	14k	96.49	View chart
Merck Stock (MRK)	0.1	$1.4M	-7%	16k	83.93	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.3M	+3%	8.3k	161.79	View chart
Tyler Technologies Stock (TYL)	0.1	$1.3M	-5%	2.6k	523.16	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.1	$1.3M		32k	42.03	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$1.3M	+2%	4.5k	297.65	View chart
Vanguard Value Etf Etf (VTV)	0.1	$1.3M		7.2k	186.48	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.3M	+11%	9.2k	140.95	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.1	$1.3M	+35%	11k	121.07	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.1	$1.3M	-14%	4.0k	323.12	View chart
Applied Materials Stock (AMAT)	0.1	$1.3M	-5%	6.2k	204.75	View chart
Jacobs Solutions Stock (J)	0.1	$1.3M		8.4k	149.85	View chart
Honeywell Stock (HON)	0.1	$1.2M	-3%	5.9k	210.52	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.1	$1.2M	+2%	39k	31.38	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$1.2M	-6%	5.9k	206.52	View chart
T-mobile Us Stock (TMUS)	0.1	$1.2M		5.1k	239.39	View chart
Intuit Stock (INTU)	0.1	$1.2M		1.8k	683.05	View chart
Altria Group Stock (MO)	0.1	$1.2M	+8%	18k	66.06	View chart
Gallagher Arthur J & Co Stock (AJG)	0.1	$1.2M	-4%	3.8k	309.75	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.1	$1.2M		13k	89.34	View chart
GE Aerospace Stock (GE)	0.1	$1.2M		3.8k	300.79	View chart
Vanguard Small Cap Etf (VB)	0.1	$1.1M	+21%	4.5k	254.26	View chart
Intercontinental Exchange Stock (ICE)	0.1	$1.1M	-11%	6.7k	168.48	View chart
Emerson Elec Stock (EMR)	0.1	$1.1M	-4%	8.6k	131.18	View chart
iShares S&P Mid-Cap Growth ETF Etf (IJK)	0.1	$1.1M		12k	95.89	View chart
Roper Technologies Stock (ROP)	0.1	$1.1M	-4%	2.2k	498.73	View chart
Hcm Defender 100 Index Etf Etf (QQH)	0.1	$1.1M		15k	76.32	View chart
Goldman Sachs Group Stock (GS)	0.1	$1.1M	+2%	1.4k	796.16	View chart
Te Connectivity Plc Ord Stock (TEL)	0.1	$1.1M		4.9k	219.53	View chart
Analog Devices Stock (ADI)	0.1	$1.1M		4.4k	245.71	View chart
Rpm Intl Stock (RPM)	0.1	$1.1M		9.1k	117.88	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.1	$1.1M	-5%	4.1k	259.44	View chart
United Rentals Stock (URI)	0.1	$1.1M		1.1k	954.66	View chart
Hormel Foods Corp Stock (HRL)	0.1	$1.0M	NEW	42k	24.74	View chart
Vulcan Matls Stock (VMC)	0.1	$1.0M	-5%	3.4k	307.62	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.1	$1.0M	+3%	32k	31.84	View chart
Nov Stock (NOV)	0.1	$1.0M	NEW	77k	13.25	View chart
Equifax Stock (EFX)	0.1	$1.0M	-5%	4.0k	256.54	View chart
Trane Technologies Stock (TT)	0.1	$1.0M		2.4k	421.96	View chart
Hcm Defender 500 Index Etf Etf (LGH)	0.1	$1000k		17k	60.40	View chart
Caterpillar Stock (CAT)	0.1	$1000k	-2%	2.1k	477.12	View chart
Qualcomm Stock (QCOM)	0.1	$982k	-5%	5.9k	166.36	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.1	$964k	+219%	19k	50.27	View chart
Leidos Holdings Stock (LDOS)	0.1	$961k		5.1k	188.96	View chart
Spdr Gold Shares Etf (GLD)	0.1	$960k		2.7k	355.47	View chart
Realty Income Corp Reit (O)	0.1	$960k	+234%	16k	60.79	View chart
Vanguard Energy Etf Etf (VDE)	0.1	$959k		7.6k	125.86	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$958k	+8%	3.0k	320.01	View chart
Alcoa Corp Stock (AA)	0.1	$956k	-6%	29k	32.89	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$935k	+6%	3.9k	241.94	View chart
Palo Alto Networks Stock (PANW)	0.1	$933k	+37%	4.6k	203.60	View chart
American Tower Reit (AMT)	0.1	$931k		4.8k	192.32	View chart
Pure Storage Inc Cl A Stock (PSTG)	0.1	$919k	+2%	11k	83.81	View chart
Applied Digital Corp Stock (APLD)	0.1	$912k		40k	22.94	View chart
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.1	$907k		11k	83.41	View chart
Aecom Stock (ACM)	0.1	$905k	+8%	6.9k	130.48	View chart
Semiconductor ETF Etf (SMH)	0.1	$878k	+3%	2.7k	326.33	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.1	$877k	-13%	17k	51.09	View chart
Gotham 1000 Value Etf Etf (GVLU)	0.1	$875k	+10%	34k	25.50	View chart
PTC Stock (PTC)	0.1	$872k	-3%	4.3k	203.02	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.1	$866k	+21%	11k	78.34	View chart
Deere & Co Stock (DE)	0.1	$856k	-2%	1.9k	457.20	View chart
PNC Financial Services Stock (PNC)	0.1	$851k	-4%	4.2k	200.94	View chart
Pgim Aaa Clo Etf Etf (PAAA)	0.1	$836k	+3%	16k	51.50	View chart
Philip Morris Stock (PM)	0.1	$825k	-5%	5.1k	162.21	View chart
Guggenheim Strategic Opportun Com Sbi Cef (GOF)	0.1	$822k	+26%	55k	14.98	View chart
S&P Small Cap Value ETF Etf (SLYV)	0.1	$814k		9.2k	88.65	View chart
Phillips 66 Stock (PSX)	0.1	$810k	-10%	6.0k	136.02	View chart
General Dynamics Corp Stock (GD)	0.1	$787k	+2%	2.3k	341.01	View chart
BP Adr (BP)	0.1	$777k	+4%	23k	34.46	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$767k	+2%	1.3k	596.17	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$765k		6.2k	124.34	View chart
Core Scientific Inc New Wt Exp 012329 Stock (CORZZ)	0.1	$762k	-9%	43k	17.94	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.1	$755k	+5%	6.3k	119.51	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.1	$755k	-7%	7.8k	96.46	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$751k		44k	17.16	View chart
Simplify Us Equity Plus Downside Convexity Etf Etf (SPD)	0.1	$750k		19k	39.51	View chart
Graco Stock (GGG)	0.1	$749k		8.8k	84.96	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.1	$748k	NEW	24k	31.62	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$741k	-5%	7.7k	96.55	View chart
Medtronic Stock (MDT)	0.0	$729k	-5%	7.7k	95.24	View chart
Pimco Dynamic Income Cef (PDI)	0.0	$727k	NEW	37k	19.80	View chart
Comstock Res Stock (CRK)	0.0	$726k	+96%	37k	19.83	View chart
Clean Harbors Stock (CLH)	0.0	$723k	+2%	3.1k	232.22	View chart
Colgate Palmolive Stock (CL)	0.0	$716k	-80%	9.0k	79.94	View chart
Tractor Supply Stock (TSCO)	0.0	$714k	+7%	13k	56.87	View chart
Linde Stock (LIN)	0.0	$705k		1.5k	475.10	View chart
EOG Resources Stock (EOG)	0.0	$699k		6.2k	112.12	View chart
Neos S&p 500 High Income Etf Etf (SPYI)	0.0	$699k	NEW	13k	52.30	View chart
Cadence Design System Stock (CDNS)	0.0	$693k	+2%	2.0k	351.26	View chart
L3harris Technologies Stock (LHX)	0.0	$692k	+3%	2.3k	305.43	View chart
Salesforce Stock (CRM)	0.0	$692k	+16%	2.9k	237.04	View chart
Schwab U.S. Large-Cap ETF Etf (SCHX)	0.0	$683k	-5%	26k	26.34	View chart
United Parcel Service Stock (UPS)	0.0	$682k	+142%	8.2k	83.53	View chart
Virtus Reaves Utilities Etf Etf (UTES)	0.0	$678k	NEW	8.1k	83.44	View chart
iShares Edge MSCI USA Quality Factor Etf (QUAL)	0.0	$669k	+2%	3.4k	194.50	View chart
Blackrock Stock (BLK)	0.0	$660k		566.00	1166.59	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$657k	+2%	2.5k	260.47	View chart
Exelon Corp Stock (EXC)	0.0	$655k		15k	45.01	View chart
Ishares U.s. Regional Banks Etf Etf (IAT)	0.0	$652k	+4%	12k	52.53	View chart
Eaton Vance Sr Fltng Rte Tr Cef (EFR)	0.0	$650k	-19%	57k	11.44	View chart
Consumer Discretionary Sector ETF Etf (XLY)	0.0	$646k	+7%	2.7k	239.64	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$644k		1.7k	378.96	View chart
Phillips Edison & Co Reit (PECO)	0.0	$636k	-6%	19k	34.33	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$633k	+4%	7.5k	84.11	View chart
Core Scientific Inc New Wt Exp 012327 Stock (CORZW)	0.0	$633k	-5%	54k	11.63	View chart
iShares 1-3 Year Credit Bond ETF Etf (IGSB)	0.0	$629k	-5%	12k	53.03	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$625k	-4%	12k	50.63	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$625k	-51%	6.7k	93.36	View chart
Simplify Volatility Premium Etf Etf (SVOL)	0.0	$616k	-22%	34k	18.00	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.0	$615k		7.7k	79.80	View chart
Bristol Myers Squibb Stock (BMY)	0.0	$615k	+3%	14k	45.10	View chart
Xcel Energy Stock (XEL)	0.0	$607k		7.5k	80.65	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$603k		12k	49.46	View chart
Global X Superdividend Etf Etf (SDIV)	0.0	$602k	NEW	25k	23.98	View chart
iShares S&P Mid-Cap Value ETF Etf (IJJ)	0.0	$601k		4.6k	129.73	View chart
Global X Russell 2000 Covered Call Etf Etf (RYLD)	0.0	$595k	NEW	40k	15.05	View chart
Comerica Stock (CMA)	0.0	$595k		8.7k	68.52	View chart
Schwab U.S. Small-Cap Etf (SCHA)	0.0	$595k	-5%	21k	27.90	View chart
Berkley W R Corp Stock (WRB)	0.0	$594k	-4%	7.8k	76.62	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$585k	+21%	6.1k	95.47	View chart
Wells Fargo Stock (WFC)	0.0	$583k	-58%	7.0k	83.83	View chart
iShares Core MSCI Emerging Markets ETF Etf (IEMG)	0.0	$574k	+8%	8.7k	65.92	View chart
S&p Global Stock (SPGI)	0.0	$573k		1.2k	486.81	View chart
Teledyne Technologies Stock (TDY)	0.0	$571k	NEW	975.00	586.04	View chart
Simplify Us Equity Plus Convexity Etf Etf (SPYC)	0.0	$570k	-3%	13k	42.86	View chart
General Mls Stock (GIS)	0.0	$568k	-2%	11k	50.42	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.0	$560k		2.4k	234.96	View chart
Ford Mtr Stock (F)	0.0	$560k		47k	11.96	View chart
American Elec Pwr Stock (AEP)	0.0	$560k	-3%	5.0k	112.50	View chart
Annaly Capital Management Reit (NLY)	0.0	$555k	-3%	27k	20.21	View chart
Accenture Stock (ACN)	0.0	$553k	-37%	2.2k	246.60	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$550k		6.4k	86.30	View chart
Zoetis Stock (ZTS)	0.0	$546k	-9%	3.7k	146.30	View chart
Godaddy Inc Cl A Stock (GDDY)	0.0	$546k	-2%	4.0k	136.83	View chart
Vanguard FTSE Developed Markets Etf (VEA)	0.0	$546k	+4%	9.1k	59.92	View chart
3M Company Stock (MMM)	0.0	$534k	-16%	3.4k	155.18	View chart
Allstate Stock (ALL)	0.0	$534k	-92%	2.5k	214.63	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.0	$532k	+107%	9.5k	55.71	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.0	$529k	NEW	3.3k	159.89	View chart
Expedia Group Stock (EXPE)	0.0	$529k	+37%	2.5k	213.75	View chart
First Bancorp N C Stock (FBNC)	0.0	$528k		10k	52.89	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$526k		14k	38.57	View chart
GSK Adr (GSK)	0.0	$520k		12k	43.16	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$517k	NEW	1.9k	271.12	View chart
Charter Communications Stock (CHTR)	0.0	$504k	-7%	1.8k	275.10	View chart
Global Pmts Stock (GPN)	0.0	$504k		6.1k	83.08	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$499k		3.8k	131.25	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$497k	+22%	8.7k	57.10	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$492k	-15%	6.3k	78.37	View chart
Ishares Dow Jones U.s. Etf Etf (IYY)	0.0	$492k		3.0k	162.48	View chart
Lam Research Corp Stock (LRCX)	0.0	$487k	+12%	3.6k	133.90	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$486k	+14%	5.4k	89.37	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$486k	-4%	7.8k	62.47	View chart
Union Pacific Stock (UNP)	0.0	$481k	+9%	2.0k	236.40	View chart
Valero Energy Stock (VLO)	0.0	$474k	-15%	2.8k	170.28	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.0	$474k	-11%	7.1k	67.07	View chart
Core Scientific Stock (CORZ)	0.0	$467k		26k	17.94	View chart
Halozyme Therapeutics Stock (HALO)	0.0	$450k	-2%	6.1k	73.34	View chart
Rockwell Automation Stock (ROK)	0.0	$450k		1.3k	349.53	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$448k	+25%	6.0k	74.37	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$448k	-51%	8.8k	50.73	View chart
Ishares U.s. Utilities Etf Etf (IDU)	0.0	$444k		4.0k	110.90	View chart
Guardant Health Stock (GH)	0.0	$443k	-8%	7.1k	62.48	View chart
Sysco Corp Stock (SYY)	0.0	$443k	-20%	5.4k	82.33	View chart
Grayscale Ethereum Trust Etf Etf (ETHE)	0.0	$441k		13k	34.27	View chart
Dominion Stock (D)	0.0	$437k	+6%	7.1k	61.17	View chart
Schwab U.S. Broad Market Etf (SCHB)	0.0	$433k	-9%	17k	25.71	View chart
Martin Marietta Matls Stock (MLM)	0.0	$431k	-2%	684.00	630.33	View chart
Stanley Black & Decker Stock (SWK)	0.0	$431k	+41%	5.8k	74.33	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$431k	-31%	1.7k	247.12	View chart
Fortinet Stock (FTNT)	0.0	$428k	+2%	5.1k	84.08	View chart
Progressive Corp Stock (PGR)	0.0	$417k	-19%	1.7k	246.95	View chart
Yum Brands Stock (YUM)	0.0	$404k		2.7k	152.00	View chart
Dte Energy Stock (DTE)	0.0	$402k		2.8k	141.45	View chart
Invesco Variable Rate Investment Grade Etf Etf (VRIG)	0.0	$399k	-48%	16k	25.10	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$397k		7.4k	53.87	View chart
Pulte Group Stock (PHM)	0.0	$389k		2.9k	132.13	View chart
iShares U.S. Aerospace & Defense Etf (ITA)	0.0	$386k		1.8k	209.26	View chart
Ishares U.s. Tech Breakthrough Multisector Etf Etf (TECB)	0.0	$385k	+12%	6.4k	60.36	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.0	$384k		1.4k	273.62	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.0	$379k	+44%	6.6k	57.19	View chart
Liberty Broadband Corp Com Ser C Stock (LBRDK)	0.0	$378k		5.9k	63.54	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$374k		4.3k	87.20	View chart
Eaton Vance Tax-managed Divers Cef (ETY)	0.0	$369k	+3%	23k	15.90	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$369k	-11%	3.9k	95.15	View chart
Fedex Corp Stock (FDX)	0.0	$367k		1.6k	235.81	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$366k	-8%	1.8k	203.55	View chart
Biotech ETF Etf (XBI)	0.0	$364k	-16%	3.6k	100.20	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$364k		1.2k	300.42	View chart
The Cigna Group Stock (CI)	0.0	$361k		1.3k	288.25	View chart
Ares Capital Corp Cef (ARCC)	0.0	$359k		18k	20.41	View chart
Sonoco Prods Stock (SON)	0.0	$359k	-5%	8.3k	43.09	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$357k	-11%	1.4k	259.69	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$356k		3.0k	118.36	View chart
Inspire 500 Etf Etf (PTL)	0.0	$355k	NEW	1.4k	249.25	View chart
Fs Kkr Cap Corp Cef (FSK)	0.0	$354k	-9%	24k	14.93	View chart
Entergy Corp Stock (ETR)	0.0	$354k	-5%	3.8k	93.19	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$341k	-3%	11k	31.27	View chart
Nucor Corp Stock (NUE)	0.0	$340k		2.5k	135.44	View chart
Ishares Gold Trust Etf (IAU)	0.0	$338k		4.6k	72.77	View chart
Gxo Logistics Incorporated Stock (GXO)	0.0	$336k	+38%	6.4k	52.89	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.0	$332k	-6%	5.8k	57.52	View chart
Us Bancorp Del Stock (USB)	0.0	$329k		6.8k	48.33	View chart
Ishares Global Healthcare Etf Etf (IXJ)	0.0	$327k		3.7k	88.62	View chart
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR)	0.0	$326k		7.4k	43.91	View chart
Kroger Stock (KR)	0.0	$325k	-2%	4.8k	67.40	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$325k	-13%	3.9k	82.96	View chart
Tortoise Energy Infra Corp Cef (TYG)	0.0	$325k	+31%	7.5k	43.09	View chart
Blackstone Secd Lending Cef (BXSL)	0.0	$325k	+24%	13k	26.07	View chart
Fastenal Stock (FAST)	0.0	$318k		6.5k	49.04	View chart
Amplify Transformational Data Sharing Etf Etf (BLOK)	0.0	$315k	-12%	4.7k	67.04	View chart
Defiance Quantum ETF Etf (QTUM)	0.0	$314k	-14%	3.0k	104.91	View chart
Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)	0.0	$311k	NEW	2.4k	128.38	View chart
American Healthcare Reit Reit (AHR)	0.0	$310k	-20%	7.4k	42.01	View chart
Ft Energy Income Partners Enhanced Income Etf Etf (EIPI)	0.0	$306k		15k	19.82	View chart
Generac Hldgs Stock (GNRC)	0.0	$303k	-19%	1.8k	167.40	View chart
Gilead Sciences Stock (GILD)	0.0	$302k	+6%	2.7k	111.01	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$300k	-18%	2.1k	140.02	View chart
Automatic Data Processing Stock (ADP)	0.0	$298k	-2%	1.0k	293.41	View chart
Take-Two Interactive Stock (TTWO)	0.0	$297k	-71%	1.2k	258.36	View chart
Prudential Financial Stock (PRU)	0.0	$297k	-21%	2.9k	103.74	View chart
Snowflake Stock (SNOW)	0.0	$286k	-6%	1.3k	225.55	View chart
Dupont De Nemours Stock (DD)	0.0	$285k		3.7k	77.90	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.0	$285k	NEW	5.4k	53.24	View chart
Sandstorm Gold Stock (SAND)	0.0	$284k		23k	12.52	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.0	$281k		2.7k	104.30	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$278k		4.3k	65.26	View chart
Corteva Stock (CTVA)	0.0	$277k	-4%	4.1k	67.64	View chart
Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG)	0.0	$272k	-22%	6.4k	42.47	View chart
Bitmine Immersion Tecnologies Stock (BMNR)	0.0	$272k	NEW	5.2k	51.93	View chart
Columbia Research Enhanced Core Etf Etf (RECS)	0.0	$271k	-2%	6.7k	40.35	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.0	$267k	-13%	4.6k	58.21	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$266k	-2%	2.8k	95.12	View chart
Fidus Invt Corp Cef (FDUS)	0.0	$264k		13k	20.26	View chart
Agnc Invt Corp Reit (AGNC)	0.0	$262k		27k	9.79	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.0	$260k		3.3k	79.93	View chart
Overlay Shares Large Cap Equity Etf Etf (OVL)	0.0	$258k	-2%	4.9k	52.32	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.0	$257k		7.2k	35.48	View chart
Strategy Inc Series A Perp Pf Convertible Preferred (STRK)	0.0	$257k	+25%	2.8k	91.70	View chart
Ishares International Treasury Bond Etf Etf (IGOV)	0.0	$257k		6.0k	42.60	View chart
Ishares U.s. Industrials Etf Etf (IYJ)	0.0	$256k		1.8k	145.85	View chart
Sanofi Sa Adr (SNY)	0.0	$255k	+3%	5.4k	47.20	View chart
Blackstone Stock (BX)	0.0	$255k	-4%	1.5k	170.90	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.0	$254k		2.0k	126.63	View chart
S&P Value ETF Etf (SPYV)	0.0	$249k	-2%	4.5k	55.33	View chart
Ishares Us Financial Services Etf Etf (IYG)	0.0	$249k		2.8k	89.64	View chart
Regions Financial Corp Stock (RF)	0.0	$248k		9.4k	26.37	View chart
Bce Stock (BCE)	0.0	$248k		11k	23.39	View chart
Cencora Stock (COR)	0.0	$248k	-9%	792.00	312.62	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$246k	NEW	3.2k	76.40	View chart
Travelers Companies Stock (TRV)	0.0	$245k	-8%	878.00	279.14	View chart
Advanced Drain Sys Inc Del Stock (WMS)	0.0	$245k		1.8k	138.71	View chart
United Sts Lime & Minerals Stock (USLM)	0.0	$245k	NEW	1.9k	131.55	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$244k		1.8k	139.16	View chart
Alnylam Pharmaceuticals Stock (ALNY)	0.0	$243k	NEW	533.00	456.00	View chart
Nnn Reit Reit (NNN)	0.0	$243k	+21%	5.7k	42.57	View chart
Sempra Stock (SRE)	0.0	$242k		2.7k	89.98	View chart
Ecolab Stock (ECL)	0.0	$242k	-7%	882.00	273.81	View chart
Freeport-McMoran Stock (FCX)	0.0	$240k		6.1k	39.22	View chart
Park Aerospace Corp Stock (PKE)	0.0	$239k		12k	20.34	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$235k		2.0k	118.43	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$234k		2.3k	100.25	View chart
Chubb Stock (CB)	0.0	$233k	-8%	826.00	282.36	View chart
Invesco S&p International Developed Momentum Etf Etf (IDMO)	0.0	$232k	NEW	4.3k	53.99	View chart
Innovator U.s. Equity Power Buffer Etf - June Etf (PJUN)	0.0	$231k		5.6k	41.15	View chart
Invesco S&p Midcap 400 Pure Growth Etf Etf (RFG)	0.0	$230k	+4%	4.5k	50.95	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$229k	-6%	471.00	485.28	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$228k		1.2k	195.89	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$227k	NEW	961.00	236.06	View chart
Flaherty & Crumrine Dynamic Pf Cef (DFP)	0.0	$224k		10k	21.64	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.0	$224k	-3%	1.5k	154.22	View chart
iShares High Dividend ETF Etf (HDV)	0.0	$223k	-7%	1.8k	122.43	View chart
Eversource Energy Stock (ES)	0.0	$222k	NEW	3.1k	71.14	View chart
Sprott Asset Management Lp Physical Silver Cef (PSLV)	0.0	$221k		14k	15.70	View chart
Motley Fool 100 Index Etf Etf (TMFC)	0.0	$218k	NEW	3.1k	70.53	View chart
Copart Stock (CPRT)	0.0	$215k		4.8k	44.97	View chart
Robo Global Robotics and Automation ETF Etf (ROBO)	0.0	$214k	NEW	3.3k	65.56	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$214k		1.5k	142.15	View chart
Totalenergies Se Adr (TTE)	0.0	$214k	+6%	3.6k	59.69	View chart
Goldman Sachs Just U.s. Large Cap Equity Etf Etf (JUST)	0.0	$211k		2.3k	93.78	View chart
Innovator U.s. Equity Power Buffer Etf - November Etf (PNOV)	0.0	$207k		5.0k	41.06	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.0	$204k	NEW	6.9k	29.62	View chart
Starbucks Stock (SBUX)	0.0	$204k	+5%	2.4k	84.61	View chart
Fs Credit Opportunities Corp Cef (FSCO)	0.0	$197k	+2%	29k	6.91	View chart
Invesco Financial Preferred Etf Etf (PGF)	0.0	$177k	-8%	12k	14.62	View chart
Archer Aviation Inc Com Cl A Stock (ACHR)	0.0	$172k	+30%	18k	9.58	View chart
Defi Technologies Stock (DEFT)	0.0	$122k	NEW	58k	2.11	View chart
Hecla Mng Stock (HL)	0.0	$121k		10k	12.10	View chart
Mimedx Group Stock (MDXG)	0.0	$111k	-4%	16k	6.98	View chart
Haleon Plc Spon Ads Adr (HLN)	0.0	$105k		12k	8.97	View chart
Opendoor Technologies Stock (OPEN)	0.0	$94k	NEW	12k	7.97	View chart
Soluna Holdings Stock (SLNH)	0.0	$89k	NEW	38k	2.35	View chart
Global Net Lease Reit (GNL)	0.0	$75k		31k	2.42	View chart
Liberty All Star Equity Fd Sh Ben Int Cef (USA)	0.0	$69k	-15%	11k	6.34	View chart
Above Food Ingredients Stock (ABVE)	0.0	$44k	NEW	25k	1.74	View chart

Past Filings by Fiduciary Alliance

SEC 13F filings are viewable for Fiduciary Alliance going back to 2022

Fiduciary Alliance 2025 Q3 filed Oct. 8, 2025
Fiduciary Alliance 2025 Q2 filed July 9, 2025
Fiduciary Alliance 2025 Q1 filed April 9, 2025
Fiduciary Alliance 2024 Q4 filed Jan. 13, 2025
Fiduciary Alliance 2024 Q3 filed Oct. 11, 2024
Fiduciary Alliance 2024 Q2 filed July 10, 2024
Fiduciary Alliance 2024 Q1 filed April 17, 2024
Fiduciary Alliance 2023 Q4 filed Jan. 17, 2024
Fiduciary Alliance 2023 Q3 filed Oct. 18, 2023
Fiduciary Alliance 2023 Q2 filed July 18, 2023
Fiduciary Alliance 2023 Q1 filed April 18, 2023
Fiduciary Alliance 2022 Q4 filed Jan. 19, 2023

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