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Financial Architects

Latest statistics and disclosures from Financial Architects's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, SCHB, SCHD, MSFT, JEPI, and represent 19.20% of Financial Architects's stock portfolio.
Added to shares of these 10 stocks: MSFT (+$8.6M), JEPQ, LVHI, PSFF, AAPL, JEPI, PJUN, SSUS, NKE, VCSH.
Started 21 new stock positions in PAVE, MKL, PSFF, GEN, BAPR, IEMG, AGG, OPK, MGF, IAU. FNDE, FRBKQ, BK, PMAY, BJUN, PJUN, CPRT, SSUS, TTEK, LFST, Synchronoss Technologies.
Reduced shares in these 10 stocks: UUP, VTIP, BTAL, LBAY, ALTL, HDV, SUB, FV, NUBD, USMV.
Sold out of its positions in BTAL, BUD, DG, ENPH, GS, IIGD, UUP, IEF, ITA, HDV. ESGE, SUSC, KKR, Moneygram International, XLE, VTWO.
Financial Architects was a net buyer of stock by $6.9M.
Financial Architects has $663M in assets under management (AUM), dropping by 6.36%.
Central Index Key (CIK): 0001416692

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Portfolio Holdings for Financial Architects

Financial Architects holds 316 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.2	$35M	+5%	179k	193.97	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	4.0	$27M		515k	51.70	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.7	$25M	+2%	337k	72.62	View chart
Microsoft Corporation (MSFT)	3.3	$22M	+64%	64k	340.54	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.0	$20M	+6%	354k	55.33	View chart
Tesla Motors (TSLA)	2.9	$19M		72k	261.77	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.5	$16M	-2%	218k	74.33	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.2	$14M		136k	106.07	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.0	$13M	+4%	172k	75.66	View chart
Select Sector Spdr Tr Technology (XLK)	1.9	$13M		74k	173.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.9	$13M		129k	99.65	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.9	$12M		267k	46.16	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.7	$11M	+2%	233k	47.87	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.5	$9.9M	-2%	66k	149.64	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.5	$9.7M		271k	35.65	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	1.4	$9.1M	+48%	333k	27.19	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.3	$8.8M	-25%	186k	47.42	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	1.2	$7.8M	-2%	51k	152.56	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.2	$7.7M	+141%	160k	48.37	View chart
Johnson & Johnson (JNJ)	1.1	$7.5M		45k	165.52	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.1	$7.5M		105k	71.03	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$7.1M	+3%	25k	282.96	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	1.0	$6.8M	+8%	118k	57.57	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$6.4M	-2%	36k	178.27	View chart
Pepsi (PEP)	0.9	$6.1M		33k	185.22	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$5.9M	+4%	36k	162.43	View chart
Ishares Tr Core Msci Total (IXUS)	0.9	$5.8M		92k	62.62	View chart
Snowflake Cl A (SNOW)	0.8	$5.4M		31k	175.98	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.7	$4.8M	+3%	76k	63.20	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$4.5M		61k	74.95	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.7	$4.4M		92k	47.27	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.7	$4.3M	-4%	86k	50.67	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.7	$4.3M	-8%	141k	30.69	View chart
Meta Platforms Cl A (META)	0.6	$4.2M	+5%	15k	286.98	View chart
Mongodb Cl A (MDB)	0.6	$4.1M		10k	410.99	View chart
Amazon (AMZN)	0.6	$4.1M	+8%	31k	130.36	View chart
Global X Fds Us Pfd Etf (PFFD)	0.6	$3.9M		199k	19.39	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)	0.6	$3.7M		112k	33.47	View chart
Bce Com New (BCE)	0.6	$3.7M		82k	45.59	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.5	$3.6M		152k	23.94	View chart
Visa Com Cl A (V)	0.5	$3.6M		15k	237.48	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.5	$3.6M	-11%	53k	67.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$3.5M	+2%	29k	120.97	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.5	$3.4M	-3%	82k	41.87	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$3.4M	+3%	28k	119.70	View chart
Ishares Tr Select Divid Etf (DVY)	0.5	$3.2M		28k	113.30	View chart
Abbvie (ABBV)	0.5	$3.1M		23k	134.73	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$3.1M	+6%	29k	106.73	View chart
Palantir Technologies Cl A (PLTR)	0.5	$3.1M		201k	15.33	View chart
Blackstone Group Inc Com Cl A (BX)	0.5	$3.1M	-2%	33k	92.97	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.4	$3.0M		43k	69.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$2.7M	+2%	12k	220.29	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.4	$2.5M		32k	76.36	View chart
JPMorgan Chase & Co. (JPM)	0.4	$2.4M		17k	145.44	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$2.4M		33k	73.03	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$2.4M	+2%	5.5k	443.30	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$2.4M		36k	67.09	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.4	$2.4M	NEW	97k	24.33	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$2.3M	+3%	31k	75.23	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.4	$2.3M		28k	84.99	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$2.3M	+6%	7.4k	308.58	View chart
Home Depot (HD)	0.3	$2.3M	-2%	7.3k	310.65	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$2.3M	+2%	45k	50.82	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$2.2M	-30%	21k	104.04	View chart
Progressive Corporation (PGR)	0.3	$2.2M	-5%	16k	132.37	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.3	$2.1M	-9%	20k	107.32	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$2.1M	-4%	62k	33.71	View chart
Latch (LTCH)	0.3	$2.1M		1.5M	1.39	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.3	$2.1M		41k	50.45	View chart
Costco Wholesale Corporation (COST)	0.3	$2.0M		3.8k	538.32	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.3	$2.0M		4.2k	478.86	View chart
Tidal Etf Tr Leatherback Lng (LBAY)	0.3	$2.0M	-54%	77k	26.41	View chart
Enstar Group SHS (ESGR)	0.3	$2.0M		8.2k	244.24	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV)	0.3	$1.9M		57k	33.91	View chart
Invesco Exch Trd Slf Idx Bulshs 2023 Cb	0.3	$1.9M	-3%	92k	21.17	View chart
Ishares Tr Self Drivng Ev (IDRV)	0.3	$1.9M	-7%	47k	40.91	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.3	$1.9M	-2%	71k	26.55	View chart
Cambria Etf Tr Glb Asset Allo (GAA)	0.3	$1.9M	-16%	69k	27.07	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.3	$1.8M	-3%	11k	167.42	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$1.8M	-18%	37k	48.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$1.8M	+9%	8.1k	220.15	View chart
Merck & Co (MRK)	0.3	$1.8M		16k	115.39	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.8M	+12%	39k	46.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.8M		6.4k	275.20	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$1.7M	-2%	21k	81.08	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$1.7M	+26%	36k	48.06	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.3	$1.7M	-27%	78k	21.98	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.7M	-11%	12k	142.10	View chart
Innovator Etfs Tr Laddered Alc Bfr (BUFB)	0.3	$1.7M	+26%	65k	26.13	View chart
NVIDIA Corporation (NVDA)	0.2	$1.7M	+9%	3.9k	422.98	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.6M	+2%	4.4k	369.38	View chart
Coca-Cola Company (KO)	0.2	$1.6M		26k	60.22	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$1.6M		25k	62.19	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$1.5M		50k	30.93	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.2	$1.5M	+3%	75k	20.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.5M	+12%	3.4k	445.71	View chart
International Business Machines (IBM)	0.2	$1.5M	+2%	11k	133.81	View chart
United Parcel Service CL B (UPS)	0.2	$1.4M		8.0k	179.24	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$1.4M		8.6k	165.39	View chart
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)	0.2	$1.4M	-5%	46k	31.20	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.4M		16k	89.74	View chart
Caterpillar (CAT)	0.2	$1.4M	-5%	5.7k	246.03	View chart
Qualcomm (QCOM)	0.2	$1.4M	-2%	12k	119.04	View chart
Etf Ser Solutions Defiance Next (SIXG)	0.2	$1.4M	-17%	41k	33.66	View chart
Nextera Energy (NEE)	0.2	$1.4M	-3%	19k	74.20	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.4M	+6%	13k	107.25	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$1.4M		18k	78.35	View chart
Verizon Communications (VZ)	0.2	$1.4M	-8%	37k	37.19	View chart
Middlesex Water Company (MSEX)	0.2	$1.4M	+3%	17k	80.66	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.2	$1.3M	-8%	13k	105.12	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$1.3M	-12%	21k	65.44	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$1.3M	-3%	4.5k	294.10	View chart
Mettler-Toledo International (MTD)	0.2	$1.3M		1.0k	1311.64	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$1.3M	+3%	9.9k	132.73	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$1.3M	-5%	24k	53.11	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$1.3M	-2%	53k	23.91	View chart
McDonald's Corporation (MCD)	0.2	$1.3M	+5%	4.2k	298.41	View chart
Abbott Laboratories (ABT)	0.2	$1.2M	+5%	11k	109.02	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$1.2M	-2%	16k	75.57	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.2	$1.2M	-42%	26k	46.91	View chart
Procter & Gamble Company (PG)	0.2	$1.2M	-20%	8.1k	151.74	View chart
Zoom Video Communications In Cl A (ZM)	0.2	$1.2M		18k	67.88	View chart
Nike CL B (NKE)	0.2	$1.2M	+135%	11k	110.37	View chart
Chevron Corporation (CVX)	0.2	$1.2M		7.7k	157.35	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$1.2M	-2%	19k	62.21	View chart
Wal-Mart Stores (WMT)	0.2	$1.2M	+23%	7.5k	157.18	View chart
Oracle Corporation (ORCL)	0.2	$1.2M		9.8k	119.08	View chart
Desktop Metal Com Cl A	0.2	$1.2M		650k	1.77	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$1.1M		15k	72.93	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.1M	+2%	20k	54.41	View chart
Innovator Etfs Tr Laderd Alctn Pwr (BUFF)	0.2	$1.1M	+36%	29k	37.90	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$1.1M	-7%	23k	47.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.1M	+9%	2.6k	407.24	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.2	$1.1M		36k	28.96	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$1.1M		9.7k	108.87	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$1.1M		3.1k	343.86	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP)	0.2	$1.0M	-3%	32k	32.71	View chart
Intel Corporation (INTC)	0.2	$1.0M		31k	33.44	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.0M		6.5k	157.83	View chart
CVS Caremark Corporation (CVS)	0.2	$1.0M	+36%	15k	69.13	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.0M	+26%	20k	52.37	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.2	$1.0M	+4%	20k	51.41	View chart
Amplify Etf Tr Blackswan Grwt (SWAN)	0.2	$1.0M	-2%	39k	25.73	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$1.0M		41k	24.63	View chart
salesforce (CRM)	0.1	$959k		4.5k	211.27	View chart
Bank of America Corporation (BAC)	0.1	$957k	-7%	33k	28.69	View chart
Eli Lilly & Co. (LLY)	0.1	$926k	-16%	2.0k	468.98	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$921k		6.7k	138.38	View chart
Mastercard Incorporated Cl A (MA)	0.1	$918k	+6%	2.3k	393.37	View chart
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR)	0.1	$905k	+163%	29k	30.90	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$904k	-3%	26k	34.65	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.1	$883k	+3%	27k	32.29	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN)	0.1	$881k	NEW	28k	31.67	View chart
Novartis Sponsored Adr (NVS)	0.1	$876k		8.7k	100.91	View chart
Essential Utils (WTRG)	0.1	$869k	-2%	22k	39.91	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$864k		8.8k	98.06	View chart
Strategy Day Hagan Ned (SSUS)	0.1	$844k	NEW	24k	35.51	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$827k	+6%	20k	40.70	View chart
Pfizer (PFE)	0.1	$809k	-7%	22k	36.68	View chart
Opendoor Technologies (OPEN)	0.1	$804k		200k	4.02	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$803k	-5%	11k	72.69	View chart
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL)	0.1	$799k	-71%	21k	37.54	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	0.1	$792k		4.1k	195.33	View chart
Walt Disney Company (DIS)	0.1	$790k	-4%	8.8k	89.28	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.1	$779k		54k	14.35	View chart
Paccar (PCAR)	0.1	$777k		9.3k	83.65	View chart
Public Service Enterprise (PEG)	0.1	$760k		12k	62.61	View chart
FedEx Corporation (FDX)	0.1	$757k	-2%	3.1k	247.87	View chart
Diageo Spon Adr New (DEO)	0.1	$737k		4.2k	173.49	View chart
Airbnb Com Cl A (ABNB)	0.1	$732k	+6%	5.7k	128.16	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$723k	+5%	20k	36.99	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL)	0.1	$711k	+27%	21k	34.22	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$711k	+25%	35k	20.13	View chart
PPL Corporation (PPL)	0.1	$705k	-3%	27k	26.46	View chart
Global X Fds Conscious Cos (KRMA)	0.1	$690k		22k	31.02	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.1	$687k	-6%	15k	46.54	View chart
Automatic Data Processing (ADP)	0.1	$683k		3.1k	219.79	View chart
Union Pacific Corporation (UNP)	0.1	$671k	-8%	3.3k	204.63	View chart
Corning Incorporated (GLW)	0.1	$670k		19k	35.04	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$670k	+19%	15k	43.80	View chart
American Water Works (AWK)	0.1	$642k	-4%	4.5k	142.76	View chart
Twilio Cl A (TWLO)	0.1	$636k		10k	63.62	View chart
Palo Alto Networks (PANW)	0.1	$630k	+14%	2.5k	255.51	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC)	0.1	$626k		19k	33.28	View chart
Innovator Etfs Tr Us Eqty Buf Dec (BDEC)	0.1	$623k		17k	36.23	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$620k	-4%	3.3k	187.25	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$612k		8.4k	72.94	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.1	$609k	-4%	22k	27.31	View chart
Comcast Corp Cl A (CMCSA)	0.1	$604k	-3%	15k	41.55	View chart
Amgen (AMGN)	0.1	$596k		2.7k	222.02	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$587k	-6%	3.5k	169.81	View chart
Strategy Ns 7handl Idx (HNDL)	0.1	$581k		29k	20.33	View chart
Lockheed Martin Corporation (LMT)	0.1	$573k	+2%	1.2k	460.53	View chart
Innovator Etfs Tr Us Eqty Bufr Jun (BJUN)	0.1	$567k	NEW	17k	33.55	View chart
Aon Shs Cl A (AON)	0.1	$563k		1.6k	345.20	View chart
Allegheny Technologies Incorporated (ATI)	0.1	$563k		13k	44.23	View chart
PNC Financial Services (PNC)	0.1	$559k		4.4k	125.96	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$551k	-31%	5.1k	107.62	View chart
Lowe's Companies (LOW)	0.1	$550k		2.4k	225.67	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.1	$541k	+10%	7.1k	76.39	View chart
Investment Managers Ser Tr I Axs Change Finan (CHGX)	0.1	$535k	-9%	17k	31.27	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$530k	+3%	9.4k	56.46	View chart
CSX Corporation (CSX)	0.1	$514k	-2%	15k	34.10	View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)	0.1	$512k	-10%	15k	33.19	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$504k	-38%	9.6k	52.43	View chart
UnitedHealth (UNH)	0.1	$501k	+8%	1.0k	480.64	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$494k		4.9k	100.92	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$493k		5.3k	93.63	View chart
Novo-nordisk A S Adr (NVO)	0.1	$490k	-8%	3.0k	161.83	View chart
Vistra Energy (VST)	0.1	$481k		18k	26.25	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$476k	+2%	6.6k	72.50	View chart
Ark Etf Tr Fintech Innova (ARKF)	0.1	$475k		23k	20.91	View chart
Air Products & Chemicals (APD)	0.1	$473k	-8%	1.6k	299.59	View chart
Quanta Services (PWR)	0.1	$467k	+7%	2.4k	196.45	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$466k	+5%	6.3k	74.17	View chart
Cisco Systems (CSCO)	0.1	$462k	-8%	8.9k	51.74	View chart
Bristol Myers Squibb (BMY)	0.1	$456k	-10%	7.1k	63.95	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$455k	+16%	3.7k	122.59	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$453k		6.7k	67.33	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$449k	-26%	4.9k	91.82	View chart
Raytheon Technologies Corp (RTX)	0.1	$442k		4.5k	97.97	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$441k	-6%	13k	35.30	View chart
Philip Morris International (PM)	0.1	$441k		4.5k	97.61	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$437k	-18%	1.7k	261.52	View chart
General Mills (GIS)	0.1	$437k	-5%	5.7k	76.70	View chart
Netflix (NFLX)	0.1	$433k	+24%	982.00	440.49	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$430k	-5%	12k	35.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.1	$420k	-13%	8.2k	51.21	View chart
Adobe Systems Incorporated (ADBE)	0.1	$416k	+25%	851.00	488.99	View chart
Laboratory Corp Amer Hldgs Com New	0.1	$412k		1.7k	241.33	View chart
Broadcom (AVGO)	0.1	$401k	+2%	462.00	867.08	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$390k	-2%	5.0k	78.27	View chart
TJX Companies (TJX)	0.1	$386k	+2%	4.5k	84.79	View chart
L3harris Technologies (LHX)	0.1	$377k		1.9k	195.77	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR)	0.1	$376k		11k	33.77	View chart
Thermo Fisher Scientific (TMO)	0.1	$375k	+9%	719.00	521.83	View chart
Renaissance Re Holdings Ltd Cmn (RNR)	0.1	$373k		2.0k	186.52	View chart
Consolidated Edison (ED)	0.1	$370k		4.1k	90.40	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$370k	-17%	3.8k	97.46	View chart
Servicenow (NOW)	0.1	$365k	+21%	649.00	561.97	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$360k	-2%	1.8k	198.91	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$360k	-6%	3.8k	95.41	View chart
Innovator Etfs Tr Us Eqty Bufr May (BMAY)	0.1	$355k		11k	31.78	View chart
Proshares Tr Pet Care Etf (PAWZ)	0.1	$354k	-3%	7.0k	50.80	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$354k	+4%	5.0k	70.48	View chart
Charles Schwab Corporation (SCHW)	0.1	$348k	-3%	6.1k	56.68	View chart
Dominion Resources (D)	0.1	$339k		6.6k	51.79	View chart
Amdocs SHS (DOX)	0.1	$336k		3.4k	98.85	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$332k	NEW	9.1k	36.39	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$329k	-3%	5.3k	62.01	View chart
American Express Company (AXP)	0.0	$320k		1.8k	174.20	View chart
At&t (T)	0.0	$316k	-12%	20k	15.95	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$309k	+3%	4.1k	75.07	View chart
Central Securities (CET)	0.0	$308k		8.4k	36.51	View chart
AFLAC Incorporated (AFL)	0.0	$307k		4.4k	69.80	View chart
Southern Company (SO)	0.0	$307k	-19%	4.4k	70.25	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$305k		3.1k	97.63	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$302k	+39%	4.8k	62.81	View chart
American Electric Power Company (AEP)	0.0	$300k	-9%	3.6k	84.20	View chart
Nushares Etf Tr Esg Large Cap (NULC)	0.0	$300k	+35%	8.3k	36.27	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$299k	-37%	2.6k	115.26	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.0	$298k	-31%	7.4k	40.25	View chart
Altria (MO)	0.0	$297k		6.6k	45.30	View chart
Kraneshares Tr Quadrtc Int Rt (IVOL)	0.0	$295k	-4%	14k	20.58	View chart
Motorola Solutions Com New (MSI)	0.0	$291k		991.00	293.28	View chart
Starbucks Corporation (SBUX)	0.0	$290k	+5%	2.9k	99.07	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY)	0.0	$288k	NEW	9.7k	29.85	View chart
Enterprise Products Partners (EPD)	0.0	$286k		11k	26.35	View chart
Metropcs Communications (TMUS)	0.0	$285k	-5%	2.1k	138.90	View chart
Intuit (INTU)	0.0	$284k		619.00	458.20	View chart
Jpmorgan Chase & Co Alerian Ml Etn	0.0	$282k		12k	22.91	View chart
General Electric Com New (GE)	0.0	$280k		2.6k	109.87	View chart
Chubb (CB)	0.0	$280k		1.5k	192.56	View chart
Honeywell International (HON)	0.0	$277k	-5%	1.3k	207.52	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.0	$276k	-9%	625.00	442.16	View chart
Scholastic Corporation (SCHL)	0.0	$276k		7.1k	38.89	View chart
Clorox Company (CLX)	0.0	$275k	-5%	1.7k	159.04	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$272k	+26%	1.1k	242.73	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.0	$272k		1.9k	140.62	View chart
Ishares Tr Residential Mult (REZ)	0.0	$267k		3.7k	73.27	View chart
Innovator Etfs Tr Us Eqt Bufr Apr (BAPR)	0.0	$266k	NEW	7.4k	35.79	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$261k		3.1k	82.87	View chart
Vanguard World Fds Health Car Etf (VHT)	0.0	$258k		1.1k	244.82	View chart
Markel Corporation (MKL)	0.0	$257k	NEW	186.00	1383.18	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$256k		2.6k	96.98	View chart
Edwards Lifesciences (EW)	0.0	$255k		2.7k	94.33	View chart
Cigna Corp (CI)	0.0	$254k		905.00	280.50	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.0	$246k	-52%	2.5k	99.46	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$245k		3.4k	71.57	View chart
American Tower Reit (AMT)	0.0	$243k		1.3k	193.87	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$243k	+4%	3.1k	79.03	View chart
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)	0.0	$240k	NEW	9.0k	26.77	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.0	$237k		1.5k	157.99	View chart
Lifestance Health Group (LFST)	0.0	$235k	NEW	26k	9.13	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$232k		1.6k	140.80	View chart
Target Corporation (TGT)	0.0	$228k	+5%	1.7k	131.90	View chart
Marriott Intl Cl A (MAR)	0.0	$227k		1.2k	183.72	View chart
Alliant Energy Corporation (LNT)	0.0	$227k		4.3k	52.48	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$227k	NEW	2.3k	97.95	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$225k		4.5k	50.22	View chart
3M Company (MMM)	0.0	$223k		2.2k	100.07	View chart
BlackRock (BLK)	0.0	$223k	-12%	323.00	690.12	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$217k	NEW	6.9k	31.43	View chart
Gilead Sciences (GILD)	0.0	$215k		2.8k	77.07	View chart
Unilever Spon Adr New (UL)	0.0	$212k		4.1k	52.13	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$209k	NEW	4.2k	49.29	View chart
Bank of New York Mellon Corporation (BK)	0.0	$204k	NEW	4.6k	44.52	View chart
Tetra Tech (TTEK)	0.0	$204k	NEW	1.2k	163.74	View chart
Boeing Company (BA)	0.0	$204k	-8%	965.00	211.16	View chart
Copart (CPRT)	0.0	$204k	NEW	2.2k	91.21	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$201k	-33%	2.1k	97.60	View chart
Nortonlifelock (GEN)	0.0	$189k	NEW	10k	18.55	View chart
Opko Health (OPK)	0.0	$73k	NEW	34k	2.17	View chart
Mfs Govt Mkts Income Tr Sh Ben Int (MGF)	0.0	$48k	NEW	15k	3.21	View chart
Synchronoss Technologies	0.0	$33k	NEW	35k	0.93	View chart
Republic First Ban (FRBKQ)	0.0	$16k	NEW	18k	0.90	View chart

Past Filings by Financial Architects

SEC 13F filings are viewable for Financial Architects going back to 2010

Financial Architects 2023 Q2 filed Aug. 10, 2023
Financial Architects 2023 Q1 filed May 12, 2023
Financial Architects 2022 Q4 filed Feb. 7, 2023
Financial Architects 2022 Q3 filed Nov. 14, 2022
Financial Architects 2022 Q2 filed Aug. 11, 2022
Financial Architects 2022 Q1 filed May 5, 2022
Financial Architects 2021 Q4 filed Feb. 14, 2022
Financial Architects 2021 Q3 filed Nov. 12, 2021
Financial Architects 2021 Q2 filed Aug. 10, 2021
Financial Architects 2021 Q1 filed May 17, 2021
Financial Architects 2020 Q4 filed Feb. 17, 2021
Financial Architects 2020 Q3 filed Nov. 9, 2020
Financial Architects 2020 Q2 filed Aug. 11, 2020
Financial Architects 2020 Q1 filed May 7, 2020
Financial Architects 2019 Q4 filed Feb. 14, 2020
Financial Architects 2019 Q3 filed Nov. 6, 2019

View all past filings

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