Founders Financial Securities
Latest statistics and disclosures from Founders Financial Securities's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, SCHD, SPYV, NVDA, VEA, and represent 15.12% of Founders Financial Securities's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$22M), DFAE (+$7.2M), AAPL, IJH, XLK, VUG, AMD, VTV, PFRL, VEA.
- Started 53 new stock positions in MESA, FMB, FIW, IYK, TJX, CGDG, KXI, XME, MAR, BBEU.
- Reduced shares in these 10 stocks: IEMG (-$6.2M), QQQ, SPYG, RSP, SPYV, Pioneer Natural Resources, RWK, IMCG, BUFF, HTD.
- Sold out of its positions in Barnes & Noble Ed, COIN, DARE, FNCL, FCEL, NJAN, RWK, IYT, IMCG, LTBR. NIO, Pioneer Natural Resources, NANR, USB.
- Founders Financial Securities was a net buyer of stock by $112M.
- Founders Financial Securities has $1.1B in assets under management (AUM), dropping by 10.94%.
- Central Index Key (CIK): 0001342396
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Portfolio Holdings for Founders Financial Securities
Founders Financial Securities holds 424 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 4.4 | $46M | -5% | 574k | 80.13 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.1 | $33M | 421k | 77.76 |
|
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 3.1 | $33M | -4% | 667k | 48.74 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $24M | +937% | 198k | 123.54 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.3 | $24M | +10% | 489k | 49.42 |
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| Strategy Day Hagan Ned (SSUS) | 2.2 | $24M | 594k | 39.51 |
|
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.2 | $23M | -12% | 49k | 479.11 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.1 | $22M | +10% | 206k | 106.66 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.8 | $19M | +7% | 80k | 242.10 |
|
| Apple (AAPL) | 1.8 | $19M | +19% | 91k | 210.62 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.7 | $18M | +66% | 700k | 25.87 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.7 | $18M | +11% | 186k | 97.07 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.6 | $17M | +21% | 73k | 226.23 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.5 | $16M | 94k | 170.76 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.5 | $16M | +4% | 353k | 44.93 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.4 | $15M | +25% | 252k | 58.52 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $14M | +7% | 26k | 547.23 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 1.3 | $14M | -2% | 280k | 50.66 |
|
| Microsoft Corporation (MSFT) | 1.3 | $14M | +7% | 31k | 446.94 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 1.3 | $14M | +4% | 287k | 47.37 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 1.3 | $14M | +5% | 421k | 31.99 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.3 | $13M | 182k | 72.64 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 1.2 | $13M | +25% | 35k | 374.01 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 1.0 | $11M | +3% | 87k | 127.48 |
|
| Ishares Tr National Mun Etf (MUB) | 1.0 | $11M | +9% | 103k | 106.55 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $11M | +3% | 22k | 500.14 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.0 | $10M | +2% | 113k | 91.78 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.0 | $10M | +19% | 71k | 145.75 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.0 | $10M | +32% | 64k | 160.41 |
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| Select Sector Spdr Tr Financial (XLF) | 1.0 | $10M | +13% | 245k | 41.11 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.9 | $9.6M | 206k | 46.33 |
|
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| Ishares Tr Core Msci Intl (IDEV) | 0.9 | $9.3M | +15% | 142k | 65.64 |
|
| Amazon (AMZN) | 0.9 | $9.0M | +10% | 47k | 193.25 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.8 | $8.8M | 104k | 83.96 |
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| Ishares Tr Broad Usd High (USHY) | 0.8 | $8.4M | 230k | 36.28 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.7 | $7.7M | 85k | 91.08 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.7 | $7.1M | +3% | 68k | 104.55 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.6 | $6.7M | +15% | 177k | 37.67 |
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| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.6 | $6.4M | 42k | 152.57 |
|
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| Select Sector Spdr Tr Communication (XLC) | 0.6 | $6.0M | 71k | 85.66 |
|
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.6 | $5.9M | 59k | 100.71 |
|
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.6 | $5.9M | 67k | 88.48 |
|
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| Pgim Etf Tr Floating Rt Inc (PFRL) | 0.6 | $5.8M | +72% | 116k | 50.55 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $5.7M | +33% | 100k | 57.61 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.5 | $5.7M | +21% | 105k | 54.49 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $5.4M | 20k | 267.51 |
|
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| Procter & Gamble Company (PG) | 0.5 | $5.0M | +26% | 30k | 164.92 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.5 | $5.0M | -2% | 199k | 25.09 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $4.8M | +67% | 42k | 115.12 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.4 | $4.7M | 61k | 78.05 |
|
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| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $4.7M | +3% | 31k | 150.50 |
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| Select Sector Spdr Tr Energy (XLE) | 0.4 | $4.6M | +18% | 51k | 91.15 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.4 | $4.4M | +4% | 24k | 182.40 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $4.3M | +28% | 42k | 100.84 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.4 | $4.2M | -5% | 40k | 106.78 |
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| Meta Platforms Cl A (META) | 0.4 | $4.2M | +13% | 8.3k | 504.20 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $4.1M | +27% | 20k | 202.26 |
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| Broadcom (AVGO) | 0.4 | $4.1M | 2.5k | 1605.82 |
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| Ishares Tr U.s. Insrnce Etf (IAK) | 0.4 | $4.0M | +2% | 36k | 112.92 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.4 | $4.0M | 21k | 194.87 |
|
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| Spdr Ser Tr S&p Homebuild (XHB) | 0.4 | $3.9M | -3% | 39k | 101.08 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $3.9M | 36k | 107.12 |
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| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.4 | $3.7M | 105k | 35.46 |
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| Visa Com Cl A (V) | 0.4 | $3.7M | +6% | 14k | 262.48 |
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| UnitedHealth (UNH) | 0.4 | $3.7M | +5% | 7.3k | 509.26 |
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| Fs Kkr Capital Corp (FSK) | 0.3 | $3.7M | +5% | 185k | 19.73 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.3 | $3.6M | +2% | 53k | 68.24 |
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| Select Sector Spdr Tr Indl (XLI) | 0.3 | $3.5M | 29k | 121.87 |
|
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.3 | $3.5M | +32% | 105k | 32.89 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.3 | $3.3M | +25% | 99k | 33.00 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.3 | $3.2M | +23% | 101k | 32.25 |
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| Powershares Actively Managed Var Rate Invt (VRIG) | 0.3 | $3.2M | +24% | 129k | 25.14 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.3 | $3.2M | 56k | 57.21 |
|
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $3.1M | +7% | 41k | 76.58 |
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| Advanced Micro Devices (AMD) | 0.3 | $3.1M | +527% | 19k | 162.21 |
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| Costco Wholesale Corporation (COST) | 0.3 | $3.0M | 3.6k | 850.01 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $2.9M | +19% | 40k | 72.05 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.8M | +16% | 7.0k | 406.80 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $2.8M | +61% | 15k | 182.55 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.3 | $2.7M | +4% | 62k | 43.95 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $2.7M | 27k | 100.39 |
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| Ishares Tr Msci India Etf (INDA) | 0.3 | $2.7M | +2% | 48k | 55.78 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.3 | $2.7M | +32% | 49k | 54.75 |
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| Tesla Motors (TSLA) | 0.2 | $2.6M | +23% | 13k | 197.88 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $2.6M | +11% | 66k | 39.16 |
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| Apollo Global Mgmt (APO) | 0.2 | $2.6M | 22k | 118.07 |
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| Johnson & Johnson (JNJ) | 0.2 | $2.5M | +29% | 17k | 146.16 |
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| Williams Companies (WMB) | 0.2 | $2.4M | +4% | 56k | 42.50 |
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| Merck & Co (MRK) | 0.2 | $2.4M | +21% | 19k | 123.80 |
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| Chevron Corporation (CVX) | 0.2 | $2.4M | 15k | 156.42 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $2.4M | +18% | 9.5k | 249.61 |
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| Sempra Energy (SRE) | 0.2 | $2.3M | +6% | 30k | 76.06 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $2.3M | +5% | 29k | 79.93 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $2.3M | +20% | 8.7k | 264.31 |
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| Capital Group Core Balanced SHS (CGBL) | 0.2 | $2.3M | +16% | 77k | 29.73 |
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| Ishares Tr Msci Jp Value (EWJV) | 0.2 | $2.3M | +2% | 71k | 31.85 |
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| Wal-Mart Stores (WMT) | 0.2 | $2.3M | +3% | 33k | 67.71 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.2M | +66% | 2.5k | 905.23 |
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| First Tr Value Line Divid In SHS (FVD) | 0.2 | $2.2M | -12% | 54k | 40.75 |
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| Linde SHS (LIN) | 0.2 | $2.2M | +4% | 4.9k | 438.81 |
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| Becton, Dickinson and (BDX) | 0.2 | $2.1M | +14% | 9.0k | 233.70 |
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| Home Depot (HD) | 0.2 | $2.1M | +5% | 6.1k | 344.23 |
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| International Business Machines (IBM) | 0.2 | $2.0M | +10% | 12k | 172.95 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.2 | $2.0M | +27% | 20k | 102.78 |
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| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 0.2 | $2.0M | NEW | 34k | 58.88 |
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| Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN) | 0.2 | $2.0M | NEW | 15k | 133.34 |
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| Coca-Cola Company (KO) | 0.2 | $2.0M | +19% | 31k | 63.65 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $2.0M | +66% | 11k | 182.15 |
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| Union Pacific Corporation (UNP) | 0.2 | $2.0M | +4% | 8.7k | 226.26 |
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| PNC Financial Services (PNC) | 0.2 | $2.0M | +2% | 13k | 155.48 |
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| Enbridge (ENB) | 0.2 | $2.0M | +7% | 55k | 35.59 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $1.9M | +47% | 3.4k | 576.58 |
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| Travelers Companies (TRV) | 0.2 | $1.9M | +5% | 9.3k | 203.33 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.9M | +14% | 16k | 118.60 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.2 | $1.8M | +4% | 19k | 94.57 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $1.8M | +3% | 38k | 47.98 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.8M | 30k | 59.39 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $1.8M | NEW | 6.8k | 260.70 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.8M | +55% | 10k | 173.81 |
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| Oracle Corporation (ORCL) | 0.2 | $1.7M | +4% | 12k | 141.20 |
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| Vulcan Materials Company (VMC) | 0.2 | $1.7M | +5% | 6.9k | 248.68 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $1.7M | +21% | 35k | 48.67 |
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| Netflix (NFLX) | 0.2 | $1.7M | 2.5k | 674.88 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.2 | $1.7M | +26% | 32k | 52.95 |
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| Metropcs Communications (TMUS) | 0.2 | $1.6M | +7% | 9.3k | 176.18 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.6M | +73% | 14k | 120.98 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $1.6M | +146% | 54k | 29.67 |
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| Amgen (AMGN) | 0.2 | $1.6M | 5.1k | 312.45 |
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| Caterpillar (CAT) | 0.2 | $1.6M | +30% | 4.8k | 333.12 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.1 | $1.6M | +25% | 54k | 29.44 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.5M | -7% | 6.1k | 250.13 |
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| Spdr Ser Tr S&p Metals Mng (XME) | 0.1 | $1.5M | NEW | 25k | 59.33 |
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| Pacer Fds Tr Pacer Us Small (CALF) | 0.1 | $1.5M | +93% | 34k | 43.56 |
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| Target Corporation (TGT) | 0.1 | $1.5M | +4% | 9.9k | 148.04 |
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| AllianceBernstein Global Hgh Incm (AWF) | 0.1 | $1.5M | -8% | 140k | 10.48 |
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| Walt Disney Company (DIS) | 0.1 | $1.4M | +8% | 15k | 99.29 |
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| Pacer Fds Tr Cash Cows Etf (HERD) | 0.1 | $1.4M | +39% | 39k | 37.17 |
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| Sap Se Spon Adr (SAP) | 0.1 | $1.4M | +4% | 7.1k | 201.71 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.4M | +7% | 2.6k | 544.30 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.4M | 4.5k | 313.55 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.4M | 2.6k | 535.17 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $1.4M | +6% | 84k | 16.22 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.1 | $1.4M | +280% | 33k | 41.30 |
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| AvalonBay Communities (AVB) | 0.1 | $1.4M | +5% | 6.6k | 206.89 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $1.4M | -19% | 27k | 50.31 |
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| Spdr Ser Tr Portfli High Yld (SPHY) | 0.1 | $1.3M | +35% | 58k | 23.23 |
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| Waste Management (WM) | 0.1 | $1.3M | +4% | 6.3k | 213.34 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.3M | +78% | 4.4k | 303.41 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $1.3M | +43% | 20k | 68.14 |
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| American Tower Reit (AMT) | 0.1 | $1.3M | +5% | 6.8k | 194.38 |
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| McDonald's Corporation (MCD) | 0.1 | $1.3M | +12% | 5.1k | 254.84 |
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| Goldman Sachs (GS) | 0.1 | $1.3M | +5% | 2.8k | 452.40 |
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| Ishares Tr Investment Grade (IGEB) | 0.1 | $1.3M | +58% | 28k | 44.36 |
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| Marriott Intl Cl A (MAR) | 0.1 | $1.2M | NEW | 5.1k | 241.79 |
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| ConocoPhillips (COP) | 0.1 | $1.2M | +11% | 10k | 114.38 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.2M | +2% | 1.2k | 1022.73 |
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| Capital One Financial (COF) | 0.1 | $1.2M | +15% | 8.5k | 138.45 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.2M | +4% | 2.1k | 555.54 |
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| Stryker Corporation (SYK) | 0.1 | $1.2M | +3% | 3.4k | 340.24 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.1M | 2.1k | 553.00 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.1M | +11% | 3.1k | 364.56 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $1.1M | +37% | 4.6k | 246.64 |
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| Realty Income (O) | 0.1 | $1.1M | 21k | 52.82 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.1M | +73% | 20k | 56.68 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $1.1M | +42% | 37k | 29.70 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.1M | +41% | 5.1k | 215.01 |
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| Uber Technologies (UBER) | 0.1 | $1.1M | +4% | 15k | 72.68 |
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| W.W. Grainger (GWW) | 0.1 | $1.1M | 1.2k | 902.24 |
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| Verizon Communications (VZ) | 0.1 | $1.1M | +45% | 26k | 41.24 |
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| Diageo Spon Adr New (DEO) | 0.1 | $1.1M | +12% | 8.5k | 126.08 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $1.1M | +22% | 7.1k | 150.43 |
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| Abbvie (ABBV) | 0.1 | $1.1M | +35% | 6.2k | 171.53 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.1M | +7% | 2.3k | 467.09 |
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| Palo Alto Networks (PANW) | 0.1 | $1.0M | -5% | 3.1k | 339.01 |
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| Unilever Spon Adr New (UL) | 0.1 | $1.0M | 19k | 54.99 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $1.0M | +4% | 2.4k | 435.91 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.0M | -85% | 19k | 53.53 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.0M | 31k | 32.24 |
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| PPG Industries (PPG) | 0.1 | $1.0M | +5% | 8.0k | 125.89 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $994k | +29% | 5.1k | 194.51 |
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| John Hancock Tax-Advantage Dvd Incom (HTD) | 0.1 | $989k | -38% | 49k | 20.21 |
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| Pepsi (PEP) | 0.1 | $988k | +136% | 6.0k | 164.94 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $988k | +5% | 13k | 77.99 |
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| Public Storage (PSA) | 0.1 | $978k | 3.4k | 287.63 |
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| EOG Resources (EOG) | 0.1 | $967k | 7.7k | 125.87 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $965k | -21% | 4.2k | 229.54 |
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| MetLife (MET) | 0.1 | $964k | +4% | 14k | 70.19 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $952k | +10% | 2.1k | 444.85 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $942k | +3% | 19k | 48.60 |
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| Ford Motor Company (F) | 0.1 | $939k | +10% | 75k | 12.54 |
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| Intel Corporation (INTC) | 0.1 | $928k | -15% | 30k | 30.97 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $924k | 16k | 58.15 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $909k | NEW | 11k | 82.82 |
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| salesforce (CRM) | 0.1 | $901k | +7% | 3.5k | 257.11 |
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| General Motors Company (GM) | 0.1 | $898k | 19k | 46.46 |
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| Sherwin-Williams Company (SHW) | 0.1 | $896k | 3.0k | 298.46 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $885k | -32% | 14k | 65.44 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $863k | +22% | 5.0k | 173.48 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $858k | +70% | 3.2k | 265.98 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $854k | +79% | 9.7k | 88.31 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $850k | +76% | 4.6k | 183.42 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $848k | +48% | 10k | 83.76 |
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| Air Products & Chemicals (APD) | 0.1 | $845k | +30% | 3.3k | 258.05 |
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| Gilead Sciences (GILD) | 0.1 | $840k | +3% | 12k | 68.61 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.1 | $840k | NEW | 7.4k | 113.99 |
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| DTE Energy Company (DTE) | 0.1 | $823k | +3% | 7.4k | 111.01 |
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| CVS Caremark Corporation (CVS) | 0.1 | $821k | +3% | 14k | 59.06 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $821k | -9% | 6.2k | 132.31 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.1 | $821k | +44% | 8.5k | 97.03 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB) | 0.1 | $815k | +15% | 23k | 35.43 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $812k | +226% | 6.1k | 132.05 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $801k | +28% | 9.2k | 86.61 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $800k | NEW | 18k | 45.75 |
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| Shell Spon Ads (SHEL) | 0.1 | $790k | 11k | 72.18 |
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| Cisco Systems (CSCO) | 0.1 | $789k | +9% | 17k | 47.51 |
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| Edison International (EIX) | 0.1 | $771k | +4% | 11k | 71.81 |
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| Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.1 | $759k | +23% | 33k | 22.72 |
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| Alcon Ord Shs (ALC) | 0.1 | $756k | +3% | 8.5k | 89.08 |
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| S&p Global (SPGI) | 0.1 | $752k | +4% | 1.7k | 446.00 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $751k | 16k | 48.00 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $750k | 17k | 43.50 |
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| Qualcomm (QCOM) | 0.1 | $750k | +19% | 3.8k | 199.19 |
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| BP Sponsored Adr (BP) | 0.1 | $739k | -2% | 21k | 36.10 |
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| Amplify Etf Tr High Income (YYY) | 0.1 | $734k | -6% | 61k | 12.01 |
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| Microchip Technology (MCHP) | 0.1 | $717k | +2% | 7.8k | 91.50 |
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| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $714k | +53% | 17k | 43.05 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $714k | 11k | 66.68 |
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| FedEx Corporation (FDX) | 0.1 | $707k | -4% | 2.4k | 299.88 |
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| Prudential Financial (PRU) | 0.1 | $707k | NEW | 6.0k | 117.20 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $702k | +10% | 25k | 28.30 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $689k | +5% | 3.3k | 210.72 |
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| United Parcel Service CL B (UPS) | 0.1 | $688k | -31% | 5.0k | 136.85 |
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| GSK Sponsored Adr (GSK) | 0.1 | $684k | +3% | 18k | 38.50 |
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| American Intl Group Com New (AIG) | 0.1 | $682k | +3% | 9.2k | 74.24 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $679k | +14% | 7.3k | 92.54 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $676k | +114% | 8.0k | 84.04 |
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| Cion Invt Corp (CION) | 0.1 | $672k | +33% | 55k | 12.12 |
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| Nextera Energy (NEE) | 0.1 | $664k | +24% | 9.4k | 70.81 |
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| Ge Aerospace Com New (GE) | 0.1 | $664k | +3% | 4.2k | 158.97 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $651k | 9.9k | 65.93 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $644k | NEW | 13k | 50.88 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $636k | +4927% | 10k | 62.65 |
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| Zoetis Cl A (ZTS) | 0.1 | $635k | +10% | 3.7k | 173.36 |
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| Haleon Spon Ads (HLN) | 0.1 | $632k | +17% | 77k | 8.26 |
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| Paccar (PCAR) | 0.1 | $626k | 6.1k | 102.94 |
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| Kenvue (KVUE) | 0.1 | $624k | +7% | 34k | 18.18 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $623k | +16% | 3.4k | 182.02 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $622k | -28% | 11k | 56.04 |
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| Bhp Group Sponsored Ads (BHP) | 0.1 | $620k | 11k | 57.09 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $617k | 5.2k | 118.78 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $612k | +3% | 15k | 39.72 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $611k | +7% | 1.6k | 383.19 |
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| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.1 | $608k | 27k | 22.22 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $603k | -19% | 8.2k | 73.69 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $599k | +43% | 16k | 38.41 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $598k | +43% | 19k | 31.55 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $596k | +15% | 6.4k | 92.70 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $590k | +6% | 1.3k | 468.72 |
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| American Express Company (AXP) | 0.1 | $586k | +71% | 2.5k | 231.57 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $572k | -11% | 11k | 50.11 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $572k | +10% | 3.1k | 182.54 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $571k | -11% | 6.2k | 91.78 |
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| Vanguard World Consum Stp Etf (VDC) | 0.1 | $569k | 2.8k | 203.03 |
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| Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.1 | $568k | -52% | 13k | 42.87 |
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| Intuit (INTU) | 0.1 | $567k | +19% | 862.00 | 657.21 |
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| Bristol Myers Squibb (BMY) | 0.1 | $565k | +9% | 14k | 41.53 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.1 | $563k | +4% | 13k | 44.65 |
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| Colgate-Palmolive Company (CL) | 0.1 | $561k | +2% | 5.8k | 97.03 |
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| Monster Beverage Corp (MNST) | 0.1 | $560k | +4% | 11k | 49.95 |
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| Equinix (EQIX) | 0.1 | $559k | +9% | 739.00 | 756.60 |
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| Workday Cl A (WDAY) | 0.1 | $555k | +4% | 2.5k | 223.56 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $554k | +149% | 11k | 51.09 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $552k | NEW | 8.6k | 64.25 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $551k | +7% | 13k | 43.76 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $543k | +47% | 4.9k | 110.34 |
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| Analog Devices (ADI) | 0.1 | $538k | 2.4k | 228.26 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $529k | +119% | 3.7k | 142.74 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $525k | NEW | 6.7k | 78.33 |
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| Bank of America Corporation (BAC) | 0.0 | $523k | +69% | 13k | 39.77 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) | 0.0 | $518k | NEW | 12k | 44.65 |
|
| Phillips 66 (PSX) | 0.0 | $517k | +14% | 3.7k | 141.16 |
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| Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) | 0.0 | $512k | 8.6k | 59.46 |
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| At&t (T) | 0.0 | $512k | NEW | 27k | 19.11 |
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| Paypal Holdings (PYPL) | 0.0 | $509k | +20% | 8.8k | 58.03 |
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| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $506k | 7.4k | 68.28 |
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| Ishares Tr Global Energ Etf (IXC) | 0.0 | $506k | -4% | 12k | 41.51 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $503k | +152% | 5.2k | 96.14 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $503k | +37% | 2.5k | 202.92 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $501k | +17% | 16k | 31.15 |
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $497k | 2.1k | 235.17 |
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|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $492k | +4% | 28k | 17.36 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $483k | NEW | 2.2k | 217.99 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $473k | -3% | 15k | 32.56 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $471k | +11% | 7.9k | 59.89 |
|
| AFLAC Incorporated (AFL) | 0.0 | $463k | +6% | 5.2k | 89.32 |
|
| Invesco Db Commdy Indx Trck Unit (DBC) | 0.0 | $461k | -22% | 20k | 23.23 |
|
| Hershey Company (HSY) | 0.0 | $460k | +4% | 2.5k | 183.81 |
|
| Pfizer (PFE) | 0.0 | $459k | +18% | 16k | 27.98 |
|
| Starbucks Corporation (SBUX) | 0.0 | $447k | -8% | 5.7k | 77.84 |
|
| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $446k | -9% | 3.9k | 113.99 |
|
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $438k | NEW | 26k | 16.84 |
|
| Kroger (KR) | 0.0 | $437k | +8% | 8.8k | 49.93 |
|
| Valero Energy Corporation (VLO) | 0.0 | $429k | 2.7k | 156.75 |
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|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $428k | +74% | 11k | 38.42 |
|
| Fastenal Company (FAST) | 0.0 | $427k | +92% | 6.8k | 62.84 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $425k | +26% | 6.0k | 70.94 |
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.0 | $413k | NEW | 4.1k | 99.99 |
|
| United Sts Oil Units (USO) | 0.0 | $413k | +7% | 5.2k | 79.59 |
|
| First Tr Exchange-traded Managd Mun Etf (FMB) | 0.0 | $411k | NEW | 8.1k | 51.06 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $410k | +10% | 3.6k | 112.63 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $408k | 16k | 25.33 |
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|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.0 | $406k | +49% | 12k | 33.38 |
|
| Dimensional Etf Trust Global Ex Us Cor (DFGX) | 0.0 | $402k | +15% | 7.7k | 52.53 |
|
| L3harris Technologies (LHX) | 0.0 | $398k | +2% | 1.8k | 224.52 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $394k | +32% | 6.8k | 57.99 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $394k | 5.7k | 68.60 |
|
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $391k | +14% | 4.7k | 82.60 |
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $389k | +4% | 2.2k | 176.88 |
|
| Fifth Third Ban (FITB) | 0.0 | $388k | +9% | 11k | 36.49 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $382k | +10% | 3.6k | 106.40 |
|
| Dow (DOW) | 0.0 | $381k | NEW | 7.2k | 53.05 |
|
| General Mills (GIS) | 0.0 | $372k | +11% | 5.9k | 63.26 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $371k | +64% | 1.8k | 204.94 |
|
| Carrier Global Corporation (CARR) | 0.0 | $368k | +5% | 5.8k | 63.08 |
|
| Skyworks Solutions (SWKS) | 0.0 | $363k | 3.4k | 106.58 |
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|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $359k | -21% | 3.8k | 94.26 |
|
| Ishares Msci Glb Slv&mtl (SLVP) | 0.0 | $357k | 31k | 11.49 |
|
|
| Ishares Msci Gbl Gold Mn (RING) | 0.0 | $354k | 13k | 27.61 |
|
|
| Deere & Company (DE) | 0.0 | $353k | -9% | 944.00 | 373.64 |
|
| Autodesk (ADSK) | 0.0 | $353k | +8% | 1.4k | 247.45 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $346k | +4% | 2.3k | 151.63 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $345k | 3.6k | 95.66 |
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|
| Te Connectivity SHS (TEL) | 0.0 | $344k | +7% | 2.3k | 150.43 |
|
| EQT Corporation (EQT) | 0.0 | $343k | +13% | 9.3k | 36.98 |
|
| Abbott Laboratories (ABT) | 0.0 | $333k | +17% | 3.2k | 103.89 |
|
| 3M Company (MMM) | 0.0 | $325k | NEW | 3.2k | 102.18 |
|
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.0 | $323k | +2% | 9.6k | 33.49 |
|
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $315k | NEW | 4.8k | 65.75 |
|
| eBay (EBAY) | 0.0 | $314k | 5.8k | 53.72 |
|
|
| Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) | 0.0 | $313k | -9% | 5.1k | 61.09 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.0 | $310k | NEW | 8.0k | 38.85 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.0 | $309k | +18% | 15k | 21.06 |
|
| Ameriprise Financial (AMP) | 0.0 | $309k | +54% | 724.00 | 427.19 |
|
| Boeing Company (BA) | 0.0 | $306k | +55% | 1.7k | 182.00 |
|
| Capital Group Dividend Growe Shs Etf (CGDG) | 0.0 | $303k | NEW | 11k | 28.45 |
|
| TJX Companies (TJX) | 0.0 | $303k | NEW | 2.7k | 110.10 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $302k | +3% | 2.8k | 106.46 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $298k | 5.7k | 51.87 |
|
|
| Philip Morris International (PM) | 0.0 | $296k | +17% | 2.9k | 101.33 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $293k | NEW | 2.3k | 127.20 |
|
| Nike CL B (NKE) | 0.0 | $293k | -52% | 3.9k | 75.37 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $292k | -2% | 6.9k | 42.59 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) | 0.0 | $290k | NEW | 8.5k | 34.11 |
|