Financial Architects

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

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Positions held by Financial Architects consolidated in one spreadsheet with up to 7 years of data

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

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

View all past filings