Founders Financial Securities

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

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

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Portfolio Holdings for Founders Financial Securities

Founders Financial Securities holds 367 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 5.7 $51M 786k 65.06
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 4.6 $42M +11% 889k 46.63
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Schwab Strategic Tr Us Dividend Eq (SCHD) 4.1 $37M +12% 482k 76.13
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.1 $28M +4% 591k 47.90
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Ishares Tr Core S&p Scp Etf (IJR) 2.9 $26M +10% 242k 108.25
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Invesco Qqq Tr Unit Ser 1 (QQQ) 2.3 $21M +4% 50k 409.52
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Vanguard Index Fds Mid Cap Etf (VO) 2.1 $19M +4% 82k 232.64
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.0 $18M +9% 389k 46.04
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Dimensional Etf Trust Us High Profitab (DUHP) 1.9 $18M +3% 613k 28.61
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Apple (AAPL) 1.8 $17M +19% 86k 192.53
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Ishares Tr Core 1 5 Yr Usd (ISTB) 1.7 $15M +11% 325k 47.56
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Ishares Tr Core Msci Eafe (IEFA) 1.6 $14M 205k 70.35
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.5 $14M +6% 573k 24.11
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Microsoft Corporation (MSFT) 1.4 $13M +23% 34k 376.04
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Ishares Tr Core S&p500 Etf (IVV) 1.4 $13M +2% 26k 477.63
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Ishares Tr Core Us Aggbd Et (AGG) 1.4 $12M +5% 124k 99.25
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Ishares Tr Msci Usa Qlt Fct (QUAL) 1.3 $11M -10% 77k 147.14
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Ishares Tr TRS FLT RT BD (TFLO) 1.2 $11M +74% 222k 50.47
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Spdr Ser Tr Portfolio Agrgte (SPAB) 1.2 $11M +4% 437k 25.64
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 1.2 $11M +6% 235k 44.60
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Ishares Tr National Mun Etf (MUB) 1.2 $10M +2% 96k 108.41
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NVIDIA Corporation (NVDA) 1.1 $10M +6% 21k 495.22
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Select Sector Spdr Tr Technology (XLK) 1.1 $10M -28% 52k 192.48
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.1 $9.9M +8% 108k 91.39
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Pimco Etf Tr Active Bd Etf (BOND) 1.1 $9.6M +7% 104k 92.45
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Ishares Tr Broad Usd High (USHY) 1.0 $8.9M +3% 244k 36.35
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Ishares Tr Core S&p Us Gwt (IUSG) 0.9 $8.5M +9% 81k 104.10
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Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $8.1M -24% 29k 277.15
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Amazon (AMZN) 0.8 $7.5M +21% 50k 151.94
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.8 $7.2M +36% 202k 35.41
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Ishares Tr Core Msci Intl (IDEV) 0.8 $7.1M +52% 111k 63.66
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.8 $6.8M +5% 65k 105.43
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $6.5M +6% 15k 436.79
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.7 $6.2M +11% 123k 50.24
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $6.1M +4% 68k 89.06
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Select Sector Spdr Tr Financial (XLF) 0.7 $6.0M +61% 160k 37.60
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.6 $5.6M +32% 108k 51.99
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.6 $5.6M NEW 133k 42.18
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Vanguard Index Fds Growth Etf (VUG) 0.6 $5.2M +7% 17k 310.87
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.6 $5.1M -13% 51k 100.27
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Vanguard Index Fds Value Etf (VTV) 0.5 $4.9M -4% 33k 149.50
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Ishares Core Msci Emkt (IEMG) 0.5 $4.8M +5% 94k 50.58
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $4.6M +2% 20k 237.22
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Ishares Tr Tips Bd Etf (TIP) 0.5 $4.6M 42k 107.49
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.5 $4.3M -30% 24k 178.81
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UnitedHealth (UNH) 0.5 $4.2M +22% 7.9k 526.47
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Select Sector Spdr Tr Sbi Materials (XLB) 0.5 $4.2M +639% 49k 85.54
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.5 $4.1M -41% 58k 70.28
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $4.0M -11% 30k 136.38
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $3.9M -11% 35k 110.66
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Spdr Ser Tr S&p Homebuild (XHB) 0.4 $3.9M NEW 40k 95.66
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Ishares Tr U.s. Tech Etf (IYW) 0.4 $3.8M NEW 31k 122.75
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Select Sector Spdr Tr Communication (XLC) 0.4 $3.8M -45% 52k 72.66
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Johnson & Johnson (JNJ) 0.4 $3.7M +11% 24k 156.74
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Dbx Etf Tr Xtrack Usd High (HYLB) 0.4 $3.7M +9% 104k 35.55
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Procter & Gamble Company (PG) 0.4 $3.6M +3% 24k 146.54
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Fs Kkr Capital Corp (FSK) 0.4 $3.5M 176k 19.97
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Ishares Tr U.s. Insrnce Etf (IAK) 0.4 $3.5M NEW 35k 100.12
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Visa Com Cl A (V) 0.4 $3.3M +6% 13k 260.34
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JPMorgan Chase & Co. (JPM) 0.4 $3.3M +27% 20k 170.10
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Costco Wholesale Corporation (COST) 0.4 $3.2M +37% 4.9k 660.10
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Ark Etf Tr Innovation Etf (ARKK) 0.3 $3.1M 60k 52.37
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J P Morgan Exchange Traded F Betabuilders Eur (BBEU) 0.3 $3.1M NEW 55k 56.59
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Meta Platforms Cl A (META) 0.3 $3.0M +46% 8.4k 353.96
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First Tr Value Line Divid In SHS (FVD) 0.3 $3.0M -49% 73k 40.56
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $2.9M +11% 40k 72.03
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Select Sector Spdr Tr Indl (XLI) 0.3 $2.8M -54% 25k 113.99
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Ishares Tr Select Divid Etf (DVY) 0.3 $2.8M +200% 24k 117.22
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Select Sector Spdr Tr Energy (XLE) 0.3 $2.7M -27% 32k 83.84
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Ishares Tr Core Div Grwth (DGRO) 0.3 $2.7M NEW 50k 53.82
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Pgim Etf Tr Floating Rt Inc (PFRL) 0.3 $2.7M +92% 53k 50.26
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Tesla Motors (TSLA) 0.3 $2.6M +3% 11k 248.48
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Coca-Cola Company (KO) 0.3 $2.5M +2% 43k 58.93
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Exxon Mobil Corporation (XOM) 0.3 $2.5M +10% 25k 99.98
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Home Depot (HD) 0.3 $2.5M +23% 7.3k 346.53
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Cisco Systems (CSCO) 0.3 $2.5M 49k 50.52
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Ishares Tr Msci India Etf (INDA) 0.3 $2.4M NEW 49k 48.81
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $2.4M +69% 28k 82.96
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Ishares Msci Jpn Etf New (EWJ) 0.3 $2.3M -50% 36k 64.14
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Apollo Global Mgmt (APO) 0.3 $2.3M +2% 25k 93.19
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Comcast Corp Cl A (CMCSA) 0.2 $2.2M +4% 50k 43.85
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Raytheon Technologies Corp (RTX) 0.2 $2.1M 26k 84.14
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $2.1M 6.0k 356.66
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Ishares Tr Msci Usa Min Vol (USMV) 0.2 $2.1M -69% 26k 78.03
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Ishares Tr Msci Jp Value (EWJV) 0.2 $2.0M NEW 69k 29.18
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $2.0M 27k 73.55
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Union Pacific Corporation (UNP) 0.2 $1.9M +3% 7.8k 245.61
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Broadcom (AVGO) 0.2 $1.9M -3% 1.7k 1116.25
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Pioneer Natural Resources (PXD) 0.2 $1.9M 8.5k 224.88
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Linde SHS (LIN) 0.2 $1.9M -3% 4.6k 410.71
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PNC Financial Services (PNC) 0.2 $1.9M +3% 12k 154.85
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International Business Machines (IBM) 0.2 $1.9M 12k 163.55
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.2 $1.9M +44% 63k 29.84
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Pfizer (PFE) 0.2 $1.9M 65k 28.79
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Sempra Energy (SRE) 0.2 $1.9M +3% 25k 74.73
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Honeywell International (HON) 0.2 $1.8M +51% 8.7k 209.72
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John Hancock Tax-Advantage Dvd Incom (HTD) 0.2 $1.8M 95k 18.97
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Williams Companies (WMB) 0.2 $1.8M -8% 51k 34.83
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Wal-Mart Stores (WMT) 0.2 $1.8M -2% 11k 157.65
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $1.8M +13% 34k 51.67
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Enbridge (ENB) 0.2 $1.7M +3% 48k 36.02
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Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $1.7M +66% 60k 28.30
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.2 $1.7M +53% 60k 28.23
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $1.7M -7% 9.9k 170.41
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Merck & Co (MRK) 0.2 $1.7M 15k 109.02
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Chevron Corporation (CVX) 0.2 $1.7M +38% 11k 149.16
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Intel Corporation (INTC) 0.2 $1.6M +2% 32k 50.25
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $1.6M +2% 3.2k 507.38
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Travelers Companies (TRV) 0.2 $1.6M +2% 8.4k 190.49
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Ishares Tr U.s. Finls Etf (IYF) 0.2 $1.6M 18k 85.41
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Ishares Tr S&p 100 Etf (OEF) 0.2 $1.6M NEW 7.0k 223.39
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Alps Etf Tr Alerian Mlp (AMLP) 0.2 $1.6M 37k 42.52
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Becton, Dickinson and (BDX) 0.2 $1.6M +11% 6.4k 243.83
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Amgen (AMGN) 0.2 $1.5M 5.3k 288.04
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Wells Fargo & Company (WFC) 0.2 $1.5M 31k 49.22
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.5M +18% 14k 111.63
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Vulcan Materials Company (VMC) 0.2 $1.5M +3% 6.6k 227.01
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AllianceBernstein Global Hgh Incm (AWF) 0.2 $1.5M 146k 10.12
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Vanguard Index Fds Large Cap Etf (VV) 0.2 $1.5M +9% 6.8k 218.16
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Mastercard Incorporated Cl A (MA) 0.2 $1.5M +17% 3.4k 426.51
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.4M +7% 3.0k 475.34
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Medtronic SHS (MDT) 0.2 $1.4M 17k 82.38
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Mondelez Intl Cl A (MDLZ) 0.1 $1.3M +3% 18k 72.43
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Us Bancorp Del Com New (USB) 0.1 $1.3M +7% 30k 43.28
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Texas Instruments Incorporated (TXN) 0.1 $1.3M +119% 7.6k 170.46
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Alphabet Cap Stk Cl C (GOOG) 0.1 $1.3M +261% 9.2k 140.93
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Eli Lilly & Co. (LLY) 0.1 $1.3M +88% 2.2k 583.01
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Unilever Spon Adr New (UL) 0.1 $1.3M 27k 48.48
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American Tower Reit (AMT) 0.1 $1.3M +2% 5.9k 215.90
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Host Hotels & Resorts (HST) 0.1 $1.3M 64k 19.47
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Lockheed Martin Corporation (LMT) 0.1 $1.2M +24% 2.7k 453.18
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Innovator Etfs Tr Grwt100 Pwr Buf (NJUL) 0.1 $1.2M -49% 22k 55.10
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $1.2M -77% 25k 49.37
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.2M +221% 3.4k 350.91
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Best Buy (BBY) 0.1 $1.2M 15k 78.28
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.1 $1.2M +103% 12k 98.04
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Innovator Etfs Tr Laderd Alctn Pwr (BUFF) 0.1 $1.2M -49% 30k 40.08
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Realty Income (O) 0.1 $1.2M 20k 57.42
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Tyson Foods Cl A (TSN) 0.1 $1.2M 22k 53.75
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Netflix (NFLX) 0.1 $1.2M +7% 2.4k 486.88
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PPG Industries (PPG) 0.1 $1.1M +2% 7.5k 149.55
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Sap Se Spon Adr (SAP) 0.1 $1.1M -10% 7.2k 154.59
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Nike CL B (NKE) 0.1 $1.1M +34% 10k 108.57
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Oracle Corporation (ORCL) 0.1 $1.1M +3% 11k 105.43
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Eaton Corp SHS (ETN) 0.1 $1.1M +3% 4.6k 240.82
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Adobe Systems Incorporated (ADBE) 0.1 $1.1M +8% 1.9k 596.60
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Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $1.1M 17k 64.62
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Walt Disney Company (DIS) 0.1 $1.1M 12k 90.29
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United Parcel Service CL B (UPS) 0.1 $1.1M -2% 7.0k 157.23
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Hf Sinclair Corp (DINO) 0.1 $1.1M -2% 20k 55.57
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S&p Global (SPGI) 0.1 $1.1M +53% 2.4k 440.52
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $1.1M 78k 13.80
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AvalonBay Communities (AVB) 0.1 $1.1M +8% 5.7k 187.22
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.1M +145% 5.3k 200.72
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $1.1M -15% 2.2k 483.98
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Metropcs Communications (TMUS) 0.1 $1.1M +11% 6.6k 160.33
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Caterpillar (CAT) 0.1 $1.1M 3.6k 295.70
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Thermo Fisher Scientific (TMO) 0.1 $1.0M +18% 2.0k 530.79
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Goldman Sachs (GS) 0.1 $1.0M 2.7k 385.81
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Edison International (EIX) 0.1 $1.0M +3% 14k 71.49
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Waste Management (WM) 0.1 $1.0M +2% 5.7k 179.10
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Palo Alto Networks (PANW) 0.1 $1.0M +5% 3.5k 294.88
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McDonald's Corporation (MCD) 0.1 $1.0M +16% 3.4k 296.48
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Northrop Grumman Corporation (NOC) 0.1 $1.0M 2.1k 468.05
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Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.1 $987k -30% 9.4k 105.03
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Stryker Corporation (SYK) 0.1 $986k +4% 3.3k 299.47
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Public Storage (PSA) 0.1 $981k +41% 3.2k 304.97
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $980k -27% 18k 53.97
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Absolute Shs Tr Wbi Pwr Fctr Etf (WBIY) 0.1 $980k NEW 34k 28.73
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Capital Group Core Balanced SHS (CGBL) 0.1 $976k NEW 36k 27.34
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Newmont Mining Corporation (NEM) 0.1 $967k 23k 41.39
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Diageo Spon Adr New (DEO) 0.1 $950k +3% 6.5k 145.66
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Encana Corporation (OVV) 0.1 $948k 22k 43.92
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Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.1 $941k -42% 23k 41.43
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $935k +23% 6.7k 139.69
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Zoetis Cl A (ZTS) 0.1 $932k +64% 4.7k 197.37
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Sherwin-Williams Company (SHW) 0.1 $901k +9% 2.9k 311.88
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Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.1 $894k -2% 39k 22.71
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Gilead Sciences (GILD) 0.1 $891k +17% 11k 81.01
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.1 $883k +142% 18k 47.86
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $876k NEW 4.1k 213.33
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Capital One Financial (COF) 0.1 $872k +2% 6.7k 131.12
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.1 $867k +54% 34k 25.73
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W.W. Grainger (GWW) 0.1 $867k +5% 1.0k 828.69
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Uber Technologies (UBER) 0.1 $853k 14k 61.57
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V.F. Corporation (VFC) 0.1 $851k 45k 18.80
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MetLife (MET) 0.1 $849k 13k 66.13
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salesforce (CRM) 0.1 $841k -3% 3.2k 263.14
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Intuitive Surgical Com New (ISRG) 0.1 $838k +52% 2.5k 337.36
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $830k +2% 1.1k 756.92
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Ishares Tr Mbs Etf (MBB) 0.1 $808k +22% 8.6k 94.08
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $795k +30% 27k 29.23
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $793k +16% 16k 51.05
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $772k 2.5k 303.15
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Ishares Tr Dow Jones Us Etf (IYY) 0.1 $770k 6.6k 116.52
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $763k 19k 40.06
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Pacer Fds Tr Cash Cows Etf (HERD) 0.1 $757k NEW 20k 37.74
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Abbvie (ABBV) 0.1 $755k +21% 4.9k 154.96
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Pepsi (PEP) 0.1 $750k +110% 4.4k 169.84
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Astrazeneca Sponsored Adr (AZN) 0.1 $747k NEW 11k 67.35
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $736k +71% 9.1k 81.28
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Freeport-mcmoran CL B (FCX) 0.1 $732k +4% 17k 42.57
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Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $731k +101% 31k 23.38
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $731k 3.3k 219.54
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American Express Company (AXP) 0.1 $728k NEW 3.9k 187.33
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $727k +61% 4.0k 179.97
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $721k +26% 3.0k 241.74
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Pacer Fds Tr Pacer Us Small (CALF) 0.1 $720k NEW 15k 48.03
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Chipotle Mexican Grill (CMG) 0.1 $716k +56% 313.00 2286.96
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $708k -30% 11k 63.33
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Charles Schwab Corporation (SCHW) 0.1 $701k 10k 68.80
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Direxion Shs Etf Tr Auspce Cmd Stg (COM) 0.1 $681k NEW 25k 27.81
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Verizon Communications (VZ) 0.1 $677k +60% 18k 37.70
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Spdr Gold Tr Gold Shs (GLD) 0.1 $671k +6% 3.5k 191.17
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $669k +210% 14k 47.49
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Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $667k +86% 10k 64.69
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Abbott Laboratories (ABT) 0.1 $631k +100% 5.7k 110.07
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $621k +75% 1.1k 576.10
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Target Corporation (TGT) 0.1 $618k +53% 4.3k 142.42
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Ishares Tr U.s. Energy Etf (IYE) 0.1 $618k 14k 44.12
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $614k +85% 6.2k 98.88
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Alcon Ord Shs (ALC) 0.1 $611k +6% 7.8k 78.12
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $610k 4.2k 145.00
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $599k -51% 6.8k 88.36
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Monster Beverage Corp (MNST) 0.1 $587k +7% 10k 57.61
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Starbucks Corporation (SBUX) 0.1 $586k +3% 6.1k 96.01
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Amplify Etf Tr High Income (YYY) 0.1 $585k +6% 50k 11.62
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $579k +10% 14k 40.25
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General Motors Company (GM) 0.1 $579k +11% 16k 35.92
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American Intl Group Com New (AIG) 0.1 $574k 8.5k 67.75
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Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $563k -7% 25k 22.73
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $563k +14% 20k 28.78
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Invesco Db Commdy Indx Trck Unit (DBC) 0.1 $562k 26k 22.04
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $553k 5.3k 105.23
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Marsh & McLennan Companies (MMC) 0.1 $553k +6% 2.9k 189.47
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TJX Companies (TJX) 0.1 $534k NEW 5.7k 93.81
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $531k NEW 6.3k 84.87
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Vanguard World Fds Health Car Etf (VHT) 0.1 $530k -48% 2.1k 250.70
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Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH) 0.1 $525k NEW 12k 42.80
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Equinix (EQIX) 0.1 $512k +6% 636.00 805.39
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General Electric Com New (GE) 0.1 $512k 4.0k 127.63
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Nextera Energy (NEE) 0.1 $511k +54% 8.4k 60.74
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $509k NEW 24k 21.18
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Deere & Company (DE) 0.1 $506k +11% 1.3k 399.77
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $501k NEW 5.1k 98.59
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Workday Cl A (WDAY) 0.1 $501k +7% 1.8k 276.06
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Ishares Tr Global Energ Etf (IXC) 0.1 $492k 13k 39.11
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Janus Detroit Str Tr Henderson Mtg (JMBS) 0.1 $485k +73% 11k 45.94
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $484k -2% 15k 32.83
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Vanguard World Fds Consum Stp Etf (VDC) 0.1 $484k -49% 2.5k 190.96
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $482k -2% 12k 41.10
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Spdr Ser Tr Aerospace Def (XAR) 0.1 $475k NEW 3.5k 135.42
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Cion Invt Corp (CION) 0.1 $474k -2% 42k 11.31
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Ishares Tr Micro-cap Etf (IWC) 0.1 $468k 4.0k 116.03
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Spdr Ser Tr S&p Biotech (XBI) 0.1 $467k 5.2k 89.29
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Morgan Stanley Com New (MS) 0.1 $466k NEW 5.0k 93.25
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Ishares Tr Investment Grade (IGEB) 0.1 $465k NEW 10k 45.24
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Colgate-Palmolive Company (CL) 0.1 $457k +2% 5.7k 79.71
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Qualcomm (QCOM) 0.1 $455k +6% 3.1k 144.63
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Lauder Estee Cos Cl A (EL) 0.1 $452k +35% 3.1k 146.25
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $451k 27k 16.86
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $450k +61% 8.2k 54.98
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Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $445k -14% 4.7k 94.72
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Atlassian Corporation Cl A (TEAM) 0.0 $437k +4% 1.8k 237.86
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Intuit (INTU) 0.0 $433k +8% 693.00 625.03
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AFLAC Incorporated (AFL) 0.0 $419k 5.1k 82.49
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4068594 Enphase Energy (ENPH) 0.0 $416k -8% 3.2k 132.14
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $412k +3% 2.4k 173.92
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $410k 13k 31.19
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.0 $410k NEW 4.6k 88.71
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Vanguard World Fds Industrial Etf (VIS) 0.0 $409k -60% 1.9k 220.39
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $408k +2% 1.0k 406.89
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Pacer Fds Tr Lunt Lrgcp Multi (PALC) 0.0 $406k NEW 9.9k 40.99
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Paypal Holdings (PYPL) 0.0 $405k 6.6k 61.41
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Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $404k +7% 13k 32.17
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Advanced Micro Devices (AMD) 0.0 $404k 2.7k 147.41
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Global X Fds S&p 500 Qlt Etf (QDIV) 0.0 $397k NEW 12k 32.28
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.0 $396k NEW 9.2k 43.27
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Cambria Etf Tr Shshld Yield Etf (SYLD) 0.0 $388k +72% 5.7k 67.57
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $382k +6% 5.1k 75.10
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Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.0 $372k +32% 16k 22.70
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Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.0 $364k NEW 11k 32.86
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $358k -11% 1.4k 255.32
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Valero Energy Corporation (VLO) 0.0 $357k +4% 2.7k 130.00
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.0 $350k NEW 7.0k 50.23
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Danaher Corporation (DHR) 0.0 $350k +72% 1.5k 231.34
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Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) 0.0 $344k 5.5k 62.20
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $340k 3.3k 102.88
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Applied Materials (AMAT) 0.0 $339k NEW 2.1k 162.07
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L3harris Technologies (LHX) 0.0 $336k 1.6k 210.68
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Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.0 $334k NEW 6.5k 51.15
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $333k 3.2k 104.46
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United Sts Oil Units (USO) 0.0 $331k 5.0k 66.65
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Constellation Brands Cl A (STZ) 0.0 $325k NEW 1.3k 241.75
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Mccormick & Co Com Non Vtg (MKC) 0.0 $325k 4.7k 68.41
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Ishares Tr 10+ Yr Invst Grd (IGLB) 0.0 $322k NEW 6.1k 52.69
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stock (SPLK) 0.0 $319k -17% 2.1k 152.35
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Aptiv SHS (APTV) 0.0 $315k +8% 3.5k 89.72
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $314k NEW 3.3k 95.20
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Vaneck Etf Trust Ig Floating Rate (FLTR) 0.0 $312k NEW 12k 25.15
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Sandy Spring Ban (SASR) 0.0 $311k 11k 27.24
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Rockwell Automation (ROK) 0.0 $311k 1.0k 310.48
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Carrier Global Corporation (CARR) 0.0 $310k 5.4k 57.45
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Ishares Msci Glb Slv&mtl (SLVP) 0.0 $309k -2% 30k 10.18
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Ishares Msci Gbl Gold Mn (RING) 0.0 $308k 13k 24.58
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Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.0 $307k +6% 9.0k 34.03
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $301k 5.7k 52.33
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $297k NEW 5.1k 58.33
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Boeing Company (BA) 0.0 $295k 1.1k 260.64
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EQT Corporation (EQT) 0.0 $291k -48% 7.5k 38.66
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Proshares Tr Russ 2000 Divd (SMDV) 0.0 $290k NEW 4.5k 65.01
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Air Products & Chemicals (APD) 0.0 $285k NEW 1.0k 273.80
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Airbnb Com Cl A (ABNB) 0.0 $278k 2.0k 136.14
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $277k 6.9k 40.21
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Palantir Technologies Cl A (PLTR) 0.0 $276k +4% 16k 17.17
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Cme (CME) 0.0 $276k NEW 1.3k 210.60
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $272k -6% 3.4k 80.04
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $271k NEW 13k 20.71
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Bank of America Corporation (BAC) 0.0 $264k -3% 7.8k 33.67
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $263k 3.2k 82.04
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Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $260k NEW 4.8k 53.55
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Philip Morris International (PM) 0.0 $259k +12% 2.8k 94.07
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.0 $259k -9% 12k 20.89
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Otis Worldwide Corp (OTIS) 0.0 $258k +7% 2.9k 89.46
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Autodesk (ADSK) 0.0 $255k +4% 1.0k 243.48
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Proshares Tr Pshs Ult S&p 500 (SSO) 0.0 $252k 3.9k 65.07
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First Tr Exchange-traded Nasd Tech Div (TDIV) 0.0 $252k NEW 3.9k 64.09
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Sofi Technologies (SOFI) 0.0 $249k +13% 25k 9.95
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Novartis Sponsored Adr (NVS) 0.0 $244k -4% 2.4k 100.97
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Te Connectivity SHS (TEL) 0.0 $242k +4% 1.7k 140.50
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $236k 6.4k 36.96
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Ishares Tr Esg Aware Msci (ESML) 0.0 $235k NEW 6.2k 38.01
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First Tr Morningstar Divid L SHS (FDL) 0.0 $234k -20% 6.5k 35.88
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Hubbell (HUBB) 0.0 $230k 700.00 328.93
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Ishares Tr Expanded Tech (IGV) 0.0 $230k NEW 566.00 405.64
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Spdr Ser Tr Portfolio Short (SPSB) 0.0 $230k NEW 7.7k 29.78
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Chesapeake Energy Corp (CHK) 0.0 $227k -58% 3.0k 76.94
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WesBan (WSBC) 0.0 $225k NEW 7.2k 31.37
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Lowe's Companies (LOW) 0.0 $216k NEW 971.00 222.60
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Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.0 $215k NEW 8.5k 25.35
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $214k 11k 20.45
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Norfolk Southern (NSC) 0.0 $213k NEW 902.00 236.29
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3M Company (MMM) 0.0 $213k NEW 1.9k 109.32
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $209k NEW 1.1k 186.55
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Oshkosh Corporation (OSK) 0.0 $208k NEW 1.9k 108.41
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Ford Motor Company (F) 0.0 $208k +8% 17k 12.19
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $206k NEW 6.5k 31.76
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Hubspot (HUBS) 0.0 $206k NEW 355.00 580.54
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Ishares Tr Core High Dv Etf (HDV) 0.0 $203k NEW 2.0k 101.99
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Ishares Silver Tr Ishares (SLV) 0.0 $200k NEW 9.2k 21.78
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Nio Spon Ads (NIO) 0.0 $186k +7% 21k 9.07
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Pimco Dynamic Income SHS (PDI) 0.0 $186k 10k 17.95
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At&t (T) 0.0 $169k NEW 10k 16.78
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