Geneos Wealth Management

Latest statistics and disclosures from Geneos Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Geneos Wealth Management

Geneos Wealth Management holds 2089 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Geneos Wealth Management has 2089 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 3.2 $65M -34% 135k 477.63
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Spdr S P 500 Etf Tr Tr Unit (SPY) 2.7 $56M -6% 117k 475.31
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Ishares Tr Msci Usa Min Vol (USMV) 2.0 $41M 519k 78.03
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Ishares Tr Core S&p Ttl Stk (ITOT) 1.9 $38M 365k 105.23
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Apple (AAPL) 1.7 $35M -11% 182k 192.53
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Ishares Tr Russell 3000 Etf (IWV) 1.6 $33M -13% 121k 273.74
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $30M +42% 69k 436.80
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Microsoft Corporation (MSFT) 1.4 $29M -5% 77k 376.04
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.4 $28M 331k 84.87
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Ishares Tr Core S&p Scp Etf (IJR) 1.2 $24M +4% 224k 108.25
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Vanguard Bd Index Fds Intermed Term (BIV) 1.2 $24M -3% 313k 76.38
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 1.1 $23M -3% 471k 48.32
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Ishares Tr Core 1 5 Yr Usd (ISTB) 1.1 $21M -3% 449k 47.56
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.0 $21M +10% 451k 46.63
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Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $19M -4% 82k 237.22
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Ishares Tr Core Msci Total (IXUS) 0.9 $18M -34% 271k 64.93
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $17M +41% 42k 409.52
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.8 $17M +6% 290k 58.45
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.8 $17M +3% 484k 34.01
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Amazon (AMZN) 0.8 $16M -7% 107k 151.94
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Norfolk Southern (NSC) 0.8 $16M -7% 66k 236.38
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.8 $15M 236k 65.06
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.7 $15M 443k 33.73
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.7 $15M 292k 50.24
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.7 $15M 503k 29.12
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $15M +24% 41k 356.66
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Ishares Tr Msci Eafe Etf (EFA) 0.7 $14M -9% 188k 75.35
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.7 $14M +5% 276k 48.72
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.7 $13M +54% 240k 55.90
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Alphabet Cap Stk Cl C (GOOG) 0.7 $13M -6% 95k 140.93
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Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) 0.6 $13M 390k 33.63
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First Tr Exchange Traded Lunt Us Factor (FCTR) 0.6 $13M -3% 464k 27.79
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.6 $13M +10318% 449k 28.23
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Ishares Tr Core Msci Eafe (IEFA) 0.6 $12M -8% 173k 70.35
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Pacer Fds Tr Lunt Lrgcp Multi (PALC) 0.6 $12M -21% 295k 40.99
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Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.6 $12M +4% 246k 47.90
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $12M +56% 157k 73.55
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Ishares Tr Core Us Aggbd Et (AGG) 0.5 $11M +79% 108k 99.25
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $11M +62% 106k 98.88
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Select Sector Spdr Tr Technology (XLK) 0.5 $10M +325% 54k 192.48
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Select Sector Spdr Tr Financial (XLF) 0.5 $10M +338% 276k 37.60
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $10M +7% 246k 42.18
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Ishares Tr Mbs Etf (MBB) 0.5 $10M -40% 108k 94.08
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.5 $10M +7840% 57k 175.22
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $9.8M 68k 145.01
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.5 $9.8M 141k 69.34
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Anthem (ELV) 0.5 $9.4M -5% 20k 471.56
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.5 $9.4M +8% 103k 91.39
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.5 $9.3M +17% 214k 43.27
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Spdr Ser Tr Portfolio Short (SPSB) 0.5 $9.2M -10% 310k 29.78
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Select Sector Spdr Tr Energy (XLE) 0.4 $8.9M -17% 106k 83.84
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Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.4 $8.3M +4% 337k 24.68
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JPMorgan Chase & Co. (JPM) 0.4 $8.1M -9% 47k 170.10
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Sprott Physical Silver Tr Tr Unit (PSLV) 0.4 $8.1M 996k 8.08
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Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.4 $8.0M 231k 34.86
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Tesla Motors (TSLA) 0.4 $7.9M -5% 32k 248.48
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.4 $7.7M 106k 72.54
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $7.5M -29% 48k 157.80
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Ishares Tr S&p 500 Val Etf (IVE) 0.4 $7.3M 42k 173.89
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.4 $7.2M +5% 86k 83.31
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $7.1M +9% 136k 51.99
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $7.0M -4% 93k 75.10
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Ishares Tr Usd Inv Grde Etf (USIG) 0.3 $6.9M -41% 135k 51.26
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $6.8M +2% 49k 139.69
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NVIDIA Corporation (NVDA) 0.3 $6.8M 14k 495.23
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $6.7M -6% 107k 62.66
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Charles Schwab Corporation (SCHW) 0.3 $6.5M -3% 94k 68.80
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Pacer Fds Tr Trendp 100 Etf (PTNQ) 0.3 $6.4M 98k 65.33
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Exxon Mobil Corporation (XOM) 0.3 $6.4M -8% 64k 99.98
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American Tower Reit (AMT) 0.3 $6.3M -16% 29k 215.88
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Adobe Systems Incorporated (ADBE) 0.3 $6.3M -17% 11k 596.57
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.3 $6.0M 120k 50.23
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $6.0M +3% 243k 24.79
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Verizon Communications (VZ) 0.3 $6.0M -17% 158k 37.70
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Vanguard Index Fds Growth Etf (VUG) 0.3 $5.9M 19k 310.88
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Duke Energy Corp Com New (DUK) 0.3 $5.9M -20% 61k 97.04
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $5.9M +10% 133k 44.61
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Broadcom (AVGO) 0.3 $5.9M -18% 5.3k 1116.33
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Phillips 66 (PSX) 0.3 $5.9M -25% 44k 133.14
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Kla Corp Com New (KLAC) 0.3 $5.8M -14% 10k 581.30
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Capital One Financial (COF) 0.3 $5.8M -23% 44k 131.12
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Air Products & Chemicals (APD) 0.3 $5.8M -16% 21k 273.80
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $5.8M -34% 29k 200.71
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Home Depot (HD) 0.3 $5.8M -3% 17k 346.55
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.3 $5.7M +8% 230k 24.74
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Chevron Corporation (CVX) 0.3 $5.7M 38k 149.16
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Johnson & Johnson (JNJ) 0.3 $5.6M -2% 36k 156.74
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Two Rds Shared Tr Anfield Us Equ (AESR) 0.3 $5.6M 405k 13.81
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Visa Com Cl A (V) 0.3 $5.5M -31% 21k 260.35
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Costco Wholesale Corporation (COST) 0.3 $5.4M -3% 8.2k 660.10
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $5.4M +5% 152k 35.41
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Eli Lilly & Co. (LLY) 0.3 $5.4M -6% 9.2k 582.92
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CVS Caremark Corporation (CVS) 0.3 $5.3M -18% 68k 78.96
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $5.3M 130k 41.10
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $5.2M +6% 95k 54.98
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Broadridge Financial Solutions (BR) 0.3 $5.2M -29% 25k 205.75
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Ishares Tr U.s. Real Es Etf (IYR) 0.3 $5.1M 56k 91.41
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $5.1M -2% 200k 25.64
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Gilead Sciences (GILD) 0.3 $5.1M -20% 63k 81.01
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Goldman Sachs (GS) 0.3 $5.1M -21% 13k 385.77
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Comcast Corp Cl A (CMCSA) 0.3 $5.1M -24% 116k 43.85
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Meta Platforms Cl A (META) 0.2 $5.1M -15% 14k 353.96
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Medtronic SHS (MDT) 0.2 $4.9M -22% 60k 82.38
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Fiserv (FI) 0.2 $4.9M 37k 132.84
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Emerson Electric (EMR) 0.2 $4.9M -23% 50k 97.33
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Spdr Ser Tr Portfolio Crport (SPBO) 0.2 $4.8M +49% 164k 29.41
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Caterpillar (CAT) 0.2 $4.8M -4% 16k 295.66
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Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.2 $4.8M 99k 47.81
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Abbvie (ABBV) 0.2 $4.7M -12% 31k 154.97
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Deere & Company (DE) 0.2 $4.7M -8% 12k 399.87
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $4.7M -9% 9.6k 490.02
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Fs Kkr Capital Corp (FSK) 0.2 $4.7M +2% 235k 19.97
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Pfizer (PFE) 0.2 $4.7M -19% 163k 28.79
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $4.6M +11% 89k 51.67
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $4.6M -9% 114k 40.21
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Goldman Sachs Physical Gold Unit (AAAU) 0.2 $4.5M -2% 221k 20.44
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $4.5M +8% 27k 165.25
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.2 $4.5M +18% 45k 98.04
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McDonald's Corporation (MCD) 0.2 $4.3M 15k 296.51
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Stryker Corporation (SYK) 0.2 $4.3M 14k 299.47
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Spdr Ser Tr Msci Usa Strtgic (QUS) 0.2 $4.3M -10% 32k 132.12
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $4.3M -3% 52k 82.04
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Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $4.2M -42% 184k 23.04
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Pepsi (PEP) 0.2 $4.2M -4% 25k 169.84
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Bristol Myers Squibb (BMY) 0.2 $4.2M -15% 82k 51.31
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Huntington Bancshares Incorporated (HBAN) 0.2 $4.1M -22% 323k 12.72
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Honeywell International (HON) 0.2 $4.1M -4% 19k 209.71
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First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.2 $4.1M -34% 79k 51.55
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $3.9M 11k 350.90
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Motorola Solutions Com New (MSI) 0.2 $3.9M -2% 13k 313.10
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Sprott Physical Gold Tr Unit (PHYS) 0.2 $3.9M 245k 15.93
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Ishares Tr Pfd And Incm Sec (PFF) 0.2 $3.9M -13% 125k 31.19
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Alexandria Real Estate Equities (ARE) 0.2 $3.9M -21% 31k 126.77
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Progressive Corporation (PGR) 0.2 $3.9M -2% 24k 159.28
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.2 $3.8M -26% 90k 42.41
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $3.8M 34k 111.63
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Arthur J. Gallagher & Co. (AJG) 0.2 $3.8M -2% 17k 224.88
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Ishares Tr Barclays 7 10 Yr (IEF) 0.2 $3.8M -8% 39k 96.39
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Franklin Templeton Etf Tr Libertyq Us Mid (FLQM) 0.2 $3.7M +22% 77k 48.13
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $3.6M +554% 57k 63.33
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Tyson Foods Cl A (TSN) 0.2 $3.6M -20% 67k 53.75
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First Tr Exchange Traded Senior Ln Fd (FTSL) 0.2 $3.6M -26% 78k 46.07
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Ishares Tr Select Divid Etf (DVY) 0.2 $3.5M 30k 117.22
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Nike CL B (NKE) 0.2 $3.5M -8% 33k 108.57
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.2 $3.5M +40% 74k 47.86
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Dominion Resources (D) 0.2 $3.5M -21% 75k 47.00
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Mastercard Incorporated Cl A (MA) 0.2 $3.4M 8.1k 426.49
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Spdr Ser Tr Bloomberg Conv (CWB) 0.2 $3.4M -6% 48k 72.15
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Pimco Etf Tr Active Bd Etf (BOND) 0.2 $3.4M -12% 37k 92.45
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Vaneck Etf Trust Investment Grd (FLTR) 0.2 $3.4M +2% 134k 25.15
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Darden Restaurants (DRI) 0.2 $3.4M +8428% 21k 164.30
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Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 0.2 $3.3M 77k 43.30
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Align Technology (ALGN) 0.2 $3.3M -3% 12k 274.00
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Pacer Fds Tr Lunt Mdcap Mlt (PAMC) 0.2 $3.3M 89k 37.13
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $3.3M 24k 136.38
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salesforce (CRM) 0.2 $3.3M -11% 12k 263.15
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Ishares Core Msci Emkt (IEMG) 0.2 $3.2M -42% 64k 50.58
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Danaher Corporation (DHR) 0.2 $3.2M -2% 14k 231.34
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Kinder Morgan (KMI) 0.2 $3.2M 179k 17.64
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $3.1M +51% 11k 277.16
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Vanguard Wellington Us Multifactor (VFMF) 0.2 $3.1M -9% 27k 114.85
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.2 $3.1M +28% 42k 73.38
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Vanguard World Fds Energy Etf (VDE) 0.2 $3.1M +2% 26k 117.28
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Morgan Stanley Com New (MS) 0.2 $3.1M 33k 93.25
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $3.0M +19% 56k 53.97
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $3.0M +62% 30k 100.27
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Highland Income Highland Income (HFRO) 0.1 $3.0M -5% 385k 7.69
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Phillips Edison Common Stock (PECO) 0.1 $3.0M +19% 81k 36.48
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $2.9M -7% 70k 42.22
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Ishares Tr Eafe Value Etf (EFV) 0.1 $2.9M 56k 52.10
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Wal-Mart Stores (WMT) 0.1 $2.9M -2% 19k 157.65
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Booking Holdings (BKNG) 0.1 $2.9M 821.00 3547.22
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Intercontinental Exchange (ICE) 0.1 $2.9M 22k 128.43
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $2.9M -4% 23k 126.60
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Oneok (OKE) 0.1 $2.8M -16% 40k 70.22
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Valero Energy Corporation (VLO) 0.1 $2.8M -12% 22k 130.00
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Dover Corporation (DOV) 0.1 $2.8M 18k 153.81
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $2.8M +13% 85k 32.83
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $2.8M +2% 242k 11.47
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Spdr Gold Tr Gold Shs (GLD) 0.1 $2.8M -8% 14k 191.17
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Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.1 $2.8M -10% 38k 73.08
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $2.7M +8% 33k 83.63
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Merck & Co (MRK) 0.1 $2.7M -6% 25k 109.02
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $2.7M +53% 129k 20.89
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Ishares Tr Us Consm Staples (IYK) 0.1 $2.7M 14k 191.71
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First Tr Exchange Traded Cap Strength Etf (FTCS) 0.1 $2.7M -53% 34k 80.04
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $2.7M +31% 53k 50.30
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Iqvia Holdings (IQV) 0.1 $2.7M 12k 231.38
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $2.6M 84k 31.01
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $2.6M 17k 155.33
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $2.6M -36% 24k 108.26
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $2.5M 26k 96.85
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Automatic Data Processing (ADP) 0.1 $2.5M -10% 11k 232.98
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Boeing Company (BA) 0.1 $2.5M +2% 9.5k 260.67
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $2.5M +24% 15k 164.42
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $2.5M -5% 63k 39.19
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $2.5M -10% 84k 29.23
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $2.5M -54% 32k 76.13
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $2.4M +19% 14k 170.40
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Palo Alto Networks (PANW) 0.1 $2.4M +19% 8.3k 294.88
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Royal Caribbean Cruises (RCL) 0.1 $2.4M +1672% 19k 129.49
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $2.4M -10% 30k 81.55
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $2.4M +29% 28k 85.34
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Hess (HES) 0.1 $2.4M 17k 144.16
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $2.4M -2% 31k 77.73
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Novartis Sponsored Adr (NVS) 0.1 $2.4M +2% 24k 100.97
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Pacer Fds Tr Pacer Us Small (CALF) 0.1 $2.4M +15% 49k 48.03
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Chubb (CB) 0.1 $2.3M -6% 10k 226.00
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $2.3M 58k 40.06
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Pulte (PHM) 0.1 $2.3M -13% 23k 103.22
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $2.3M 13k 179.97
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EOG Resources (EOG) 0.1 $2.3M -2% 19k 120.95
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Davis Fundamental Etf Tr Select Us Eqty (DUSA) 0.1 $2.3M +716% 65k 35.26
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Dbx Etf Tr Xtrackers Ftse (DEEF) 0.1 $2.3M -9% 80k 28.54
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Paypal Holdings (PYPL) 0.1 $2.2M -25% 36k 61.41
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Cisco Systems (CSCO) 0.1 $2.2M -17% 44k 50.52
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Coca-Cola Company (KO) 0.1 $2.2M -9% 37k 58.93
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $2.2M 106k 20.71
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Walt Disney Company (DIS) 0.1 $2.2M -7% 24k 90.29
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Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) 0.1 $2.1M +7% 24k 90.70
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CSX Corporation (CSX) 0.1 $2.1M 62k 34.67
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Ishares Tr U.s. Finls Etf (IYF) 0.1 $2.1M 25k 85.41
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $2.1M 53k 40.25
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $2.1M -29% 14k 147.14
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $2.1M -12% 42k 49.37
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $2.0M -31% 23k 89.06
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $2.0M -62% 20k 99.79
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Ishares Tr Core Total Usd (IUSB) 0.1 $2.0M -9% 44k 46.07
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First Tr Value Line Divid In SHS (FVD) 0.1 $2.0M -57% 49k 40.56
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $2.0M -13% 26k 77.02
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Wells Fargo & Company (WFC) 0.1 $2.0M -27% 40k 49.22
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $2.0M 19k 104.46
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Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $2.0M 23k 84.33
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Qualcomm (QCOM) 0.1 $2.0M -13% 14k 144.63
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Ishares Tr Core Div Grwth (DGRO) 0.1 $2.0M +3% 36k 53.82
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Pgim Etf Tr Ultra Short (PULS) 0.1 $1.9M +6% 39k 49.39
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $1.9M 17k 116.29
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AmerisourceBergen (COR) 0.1 $1.9M -3% 9.4k 205.38
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Starbucks Corporation (SBUX) 0.1 $1.9M +89% 20k 96.01
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.9M 7.6k 252.21
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Intel Corporation (INTC) 0.1 $1.9M +2% 38k 50.25
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Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.1 $1.9M +118% 41k 46.55
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Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.1 $1.9M +4392% 104k 18.13
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Oracle Corporation (ORCL) 0.1 $1.9M -5% 18k 105.43
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Houlihan Lokey Cl A (HLI) 0.1 $1.8M 15k 119.91
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Netflix (NFLX) 0.1 $1.8M -29% 3.7k 486.88
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $1.8M +43% 88k 20.46
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.8M -2% 17k 104.00
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International Business Machines (IBM) 0.1 $1.8M -30% 11k 163.56
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $1.8M 11k 156.89
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Past Filings by Geneos Wealth Management

SEC 13F filings are viewable for Geneos Wealth Management going back to 2020

View all past filings