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Global Wealth Strategies & Associates

Latest statistics and disclosures from Global Wealth Strategies & Associates's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, IEFA, QQQM, BND, VTWO, and represent 66.65% of Global Wealth Strategies & Associates's stock portfolio.
Added to shares of these 10 stocks: BINC (+$7.2M), BND, VOO, IEFA, FTLS, CTA, JEPQ, VTWO, TLTW, QQQM.
Started 108 new stock positions in MSTR, IUSB, SPTL, Grayscale Bitcoin Mini Trust Etf, WPM, MURA, AJG, QRVO, DFAS, BWX.
Reduced shares in these 10 stocks: USFR (-$5.3M), XLE, ZM, QQQ, VTV, SPY, VHT, DFAC, VB, VNQ.
Sold out of its positions in AES, BFH, DIVO, ANET, BlackRock, BFIWQ, CCI, EBAY, EW, FSLR.
Global Wealth Strategies & Associates was a net buyer of stock by $17M.
Global Wealth Strategies & Associates has $320M in assets under management (AUM), dropping by 4.99%.
Central Index Key (CIK): 0001912297

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Portfolio Holdings for Global Wealth Strategies & Associates

Global Wealth Strategies & Associates holds 453 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	37.8	$121M		225k	538.81	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	9.6	$31M	+4%	436k	70.28	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	7.7	$25M	+2%	118k	210.45	View chart
Vanguard Total Bond Market Etf Etf (BND)	7.7	$25M	+9%	344k	71.91	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	3.7	$12M	+6%	134k	89.33	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	3.3	$11M	+3%	60k	178.08	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	3.2	$10M		49k	206.92	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	3.0	$9.7M	+3%	50k	195.83	View chart
Ishares National Muni Bond Etf Etf (MUB)	2.5	$8.1M	+6%	76k	106.55	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	2.5	$7.9M	+6%	175k	45.34	View chart
Ishares Flexible Income Active Etf Etf (BINC)	2.3	$7.2M	+18380%	139k	52.02	View chart
Ishares Gold Trust Etf (IAU)	2.1	$6.6M	+3%	134k	49.51	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	1.6	$5.2M	+10%	59k	87.33	View chart
Apple Stock (AAPL)	0.9	$2.9M	+7%	12k	250.41	View chart
Ishares S&p 100 Etf Etf (OEF)	0.9	$2.8M		9.7k	288.86	View chart
Sherwin Williams Stock (SHW)	0.8	$2.6M		7.7k	339.93	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.8	$2.5M		5.0k	511.24	View chart
Columbia Multi-sector Municipal Income Etf Etf (MUST)	0.7	$2.1M	+2%	104k	20.31	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.7	$2.1M	-71%	42k	50.32	View chart
Nvidia Corporation Stock (NVDA)	0.5	$1.5M	+3%	11k	134.29	View chart
Microsoft Corp Stock (MSFT)	0.4	$1.3M	+4%	3.1k	421.50	View chart
Amazon Stock (AMZN)	0.4	$1.1M	+25%	5.2k	219.39	View chart
First Trust Long/short Equity Etf Etf (FTLS)	0.3	$1.1M	NEW	16k	65.81	View chart
Simplify Managed Futures Strategy Etf Etf (CTA)	0.3	$1.1M	NEW	39k	27.89	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.3	$900k	-22%	11k	85.66	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.2	$796k		6.3k	126.75	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.2	$790k	+1768%	14k	56.38	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$752k		12k	62.31	View chart
Ishares 20 Year Treasury Bond Buywrite Strategy Etf Etf (TLTW)	0.2	$695k	NEW	30k	23.52	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$536k		910.00	588.70	View chart
Tesla Stock (TSLA)	0.1	$456k	+9%	1.1k	403.84	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$451k		1.4k	322.16	View chart
Eli Lilly & Co Stock (LLY)	0.1	$449k		581.00	772.00	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$436k	+25%	2.3k	189.29	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$365k	-5%	623.00	586.08	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$360k		1.6k	232.52	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$330k	+7%	563.00	585.51	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$292k	+23%	2.7k	107.58	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.1	$291k		3.0k	96.83	View chart
Vaneck High Yield Muni Etf Etf (HYD)	0.1	$290k	NEW	5.6k	51.91	View chart
Zoom Communications Inc Cl A Stock (ZM)	0.1	$286k	-35%	3.5k	81.61	View chart
International Business Machs Stock (IBM)	0.1	$274k	+9%	1.2k	219.83	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$272k	+74%	1.1k	239.71	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$267k	+37%	1.4k	190.44	View chart
Costco Whsl Corp Stock (COST)	0.1	$267k	+25%	291.00	916.83	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$261k		905.00	287.82	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$257k		566.00	453.28	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$253k	+3%	521.00	485.94	View chart
Vanguard Value Etf Etf (VTV)	0.1	$242k	-15%	1.4k	169.30	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$242k	+200%	10k	23.18	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$217k	+101%	12k	18.50	View chart
Walmart Stock (WMT)	0.1	$203k		2.2k	90.35	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$198k	-4%	494.00	401.58	View chart
Home Depot Stock (HD)	0.1	$192k		493.00	388.99	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$183k		3.6k	50.13	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$170k	-5%	3.6k	47.82	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.1	$167k	+19%	3.5k	48.33	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$167k		475.00	351.79	View chart
Procter And Gamble Stock (PG)	0.1	$162k	+3%	966.00	167.68	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$161k	+300%	5.8k	27.87	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$160k		2.1k	76.06	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$159k		549.00	289.82	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$150k		1.3k	115.22	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$140k	-11%	552.00	253.71	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$128k	+41%	2.1k	60.30	View chart
Broadcom Stock (AVGO)	0.0	$117k	+60%	506.00	231.84	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$115k	-5%	2.2k	53.05	View chart
Netflix Stock (NFLX)	0.0	$114k	+30%	128.00	891.32	View chart
Caterpillar Stock (CAT)	0.0	$108k	+81%	298.00	362.76	View chart
Affirm Hldgs Inc Com Cl A Stock (AFRM)	0.0	$108k		1.8k	60.90	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$106k		170.00	621.92	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$105k		2.8k	38.08	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$99k	+4%	460.00	215.49	View chart
Johnson & Johnson Stock (JNJ)	0.0	$98k	-6%	680.00	144.62	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.0	$97k	NEW	996.00	96.93	View chart
Public Storage Oper Reit (PSA)	0.0	$95k	NEW	317.00	299.44	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$93k	+4%	4.0k	22.98	View chart
Ishares Msci Intl Momentum Factor Etf Etf (IMTM)	0.0	$92k		2.5k	37.40	View chart
American Express Stock (AXP)	0.0	$87k		294.00	296.79	View chart
Abbvie Stock (ABBV)	0.0	$84k	+7%	472.00	177.70	View chart
At&t Stock (T)	0.0	$83k		3.6k	22.77	View chart
Spdr Nyse Technology Etf Etf (XNTK)	0.0	$81k	NEW	400.00	201.82	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$79k		193.00	410.44	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$79k	-17%	2.3k	34.59	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$77k		165.00	469.29	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$77k	+100%	3.0k	25.86	View chart
Netapp Stock (NTAP)	0.0	$75k		645.00	116.08	View chart
Autodesk Stock (ADSK)	0.0	$74k		250.00	295.57	View chart
Visa Inc Com Cl A Stock (V)	0.0	$72k	+27%	229.00	316.04	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$72k		413.00	175.23	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$72k		137.00	526.57	View chart
Coca Cola Stock (KO)	0.0	$71k		1.1k	62.24	View chart
Applied Matls Stock (AMAT)	0.0	$65k		400.00	162.63	View chart
Philip Morris Intl Stock (PM)	0.0	$64k		530.00	120.35	View chart
Jacobs Solutions Stock (J)	0.0	$62k		465.00	133.62	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$61k	+200%	2.2k	27.71	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$61k	+214%	2.2k	27.32	View chart
Mcdonalds Corp Stock (MCD)	0.0	$60k		205.00	290.19	View chart
Pepsico Stock (PEP)	0.0	$59k	+145%	390.00	152.06	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$58k		678.00	84.79	View chart
Occidental Pete Corp Stock (OXY)	0.0	$55k	+10%	1.1k	49.40	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$55k	+13862%	1.1k	49.05	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$55k		1.0k	52.22	View chart
Cummins Stock (CMI)	0.0	$53k	+19%	153.00	348.60	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.0	$53k		498.00	105.61	View chart
Gen Digital Stock (GEN)	0.0	$53k		1.9k	27.38	View chart
Roper Technologies Stock (ROP)	0.0	$52k	+49%	100.00	519.85	View chart
Honeywell Intl Stock (HON)	0.0	$52k		230.00	225.89	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$52k		1.1k	47.20	View chart
3M Stock (MMM)	0.0	$51k	+5%	395.00	129.09	View chart
Wisdomtree Putwrite Strategy Fund Etf (PUTW)	0.0	$51k		1.5k	32.97	View chart
Yum Brands Stock (YUM)	0.0	$49k	+648%	367.00	134.16	View chart
Rtx Corporation Stock (RTX)	0.0	$49k		423.00	115.72	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$49k		658.00	74.02	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$47k		524.00	88.79	View chart
Science Applications Intl Corp Stock (SAIC)	0.0	$47k		416.00	111.78	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$45k	+113%	320.00	139.35	View chart
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM)	0.0	$42k	-3%	882.00	47.39	View chart
The Cigna Group Stock (CI)	0.0	$42k		151.00	276.14	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.0	$41k		2.1k	19.51	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$41k	+201%	1.7k	23.68	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$41k	+32%	541.00	75.63	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$40k	+293%	429.00	92.59	View chart
Ishares Exponential Technologies Etf Etf (XT)	0.0	$38k		640.00	59.66	View chart
Chevron Corp Stock (CVX)	0.0	$37k		255.00	145.04	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$36k		181.00	198.18	View chart
Unitedhealth Group Stock (UNH)	0.0	$35k	+32%	70.00	505.86	View chart
Knife River Corp Stock (KNF)	0.0	$35k		340.00	101.64	View chart
Palo Alto Networks Stock (PANW)	0.0	$34k	+100%	188.00	181.96	View chart
Duke Energy Corp Stock (DUK)	0.0	$34k		317.00	107.74	View chart
Conocophillips Stock (COP)	0.0	$34k	+80%	343.00	99.17	View chart
Avantis International Equity Etf Etf (AVDE)	0.0	$32k	NEW	525.00	61.37	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$31k		437.00	71.43	View chart
Sm Energy Stock (SM)	0.0	$30k		769.00	38.74	View chart
Linde Stock (LIN)	0.0	$30k	+144%	71.00	418.68	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$29k		133.00	220.96	View chart
Us Bancorp Del Stock (USB)	0.0	$29k	+70%	603.00	47.83	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$28k	+892%	139.00	201.79	View chart
Lowes Cos Stock (LOW)	0.0	$28k		113.00	246.80	View chart
Invesco Bloomberg Pricing Power Etf Etf (POWA)	0.0	$28k		343.00	81.19	View chart
Cisco Sys Stock (CSCO)	0.0	$28k		467.00	59.20	View chart
Boston Scientific Corp Stock (BSX)	0.0	$28k	+423%	309.00	89.32	View chart
Automatic Data Processing Stock (ADP)	0.0	$27k		93.00	292.73	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$27k		97.00	280.06	View chart
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)	0.0	$27k	NEW	800.00	33.27	View chart
Trimble Stock (TRMB)	0.0	$26k		371.00	70.66	View chart
Advanced Micro Devices Stock (AMD)	0.0	$26k	NEW	215.00	120.79	View chart
Trane Technologies Stock (TT)	0.0	$26k	NEW	70.00	369.36	View chart
Adobe Stock (ADBE)	0.0	$26k		58.00	444.67	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$26k	-38%	107.00	240.28	View chart
Boeing Stock (BA)	0.0	$25k	-21%	142.00	177.00	View chart
Eaton Corp Stock (ETN)	0.0	$25k	+19%	75.00	331.87	View chart
Mdu Res Group Stock (MDU)	0.0	$25k		1.4k	18.02	View chart
Novo-nordisk A S Adr (NVO)	0.0	$25k	+52%	289.00	86.02	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$24k	+200%	1.1k	22.70	View chart
Grayscale Ethereum Trust Etf Etf (ETHE)	0.0	$24k	NEW	850.00	28.02	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$24k		180.00	131.41	View chart
HP Stock (HPQ)	0.0	$23k		715.00	32.63	View chart
Iqvia Hldgs Stock (IQV)	0.0	$23k		118.00	196.51	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$22k	-15%	84.00	264.13	View chart
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.0	$21k		160.00	132.37	View chart
Fedex Corp Stock (FDX)	0.0	$21k		73.00	282.93	View chart
Microstrategy Inc Cl A Stock (MSTR)	0.0	$20k	NEW	70.00	289.61	View chart
Bhp Group Adr (BHP)	0.0	$20k		413.00	48.83	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$20k	NEW	70.00	283.86	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$20k	NEW	1.0k	19.59	View chart
Ark 21shares Bitcoin Etf Ben Of Int Etf (ARKB)	0.0	$19k		207.00	93.27	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$19k	+100%	646.00	29.70	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$19k	-25%	75.00	248.31	View chart
Southern Copper Corp Stock (SCCO)	0.0	$19k	NEW	204.00	91.13	View chart
Target Corp Stock (TGT)	0.0	$19k		137.00	135.18	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$18k		406.00	44.92	View chart
Yum China Hldgs Stock (YUMC)	0.0	$18k	NEW	365.00	48.17	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$17k		107.00	161.77	View chart
Viper Energy Inc Cl A Stock (VNOM)	0.0	$17k		350.00	49.07	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.0	$17k	NEW	300.00	56.24	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.0	$17k	+1490%	334.00	50.28	View chart
Texas Pacific Land Corporation Stock (TPL)	0.0	$17k		15.00	1105.93	View chart
Blackrock Stock (BLK)	0.0	$16k	NEW	16.00	1025.12	View chart
Enbridge Stock (ENB)	0.0	$16k		384.00	42.43	View chart
Twilio Inc Cl A Stock (TWLO)	0.0	$16k	-35%	150.00	108.08	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.0	$16k	NEW	247.00	65.08	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	0.0	$16k	NEW	683.00	23.27	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$16k		205.00	77.27	View chart
Altria Group Stock (MO)	0.0	$16k		300.00	52.29	View chart
Nextera Energy Stock (NEE)	0.0	$16k	+37%	216.00	71.69	View chart
Xcel Energy Stock (XEL)	0.0	$15k		228.00	67.52	View chart
Pentair Stock (PNR)	0.0	$15k		152.00	100.64	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$15k		105.00	145.35	View chart
Progressive Corp Stock (PGR)	0.0	$15k		63.00	239.60	View chart
Block Inc Cl A Stock (SQ)	0.0	$15k	+100%	176.00	84.99	View chart
First Ctzns Bancshares Inc N C Cl A Stock (FCNCA)	0.0	$15k		7.00	2113.00	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$15k		684.00	21.35	View chart
Nike Inc Cl B Stock (NKE)	0.0	$14k	+15%	190.00	75.67	View chart
Lpl Finl Hldgs Stock (LPLA)	0.0	$14k		44.00	326.50	View chart
Ishares Russell 2500 Etf Etf (SMMD)	0.0	$14k		207.00	68.00	View chart
Hormel Foods Corp Stock (HRL)	0.0	$14k		446.00	31.37	View chart
Transdigm Group Stock (TDG)	0.0	$14k		11.00	1267.27	View chart
Halliburton Stock (HAL)	0.0	$14k	NEW	500.00	27.19	View chart
Wells Fargo Stock (WFC)	0.0	$14k		193.00	70.24	View chart
Capital One Finl Corp Stock (COF)	0.0	$13k	NEW	75.00	178.32	View chart
Samsara Inc Com Cl A Stock (IOT)	0.0	$13k		300.00	43.69	View chart
Oreilly Automotive Stock (ORLY)	0.0	$13k		11.00	1185.82	View chart
Carmax Stock (KMX)	0.0	$13k		159.00	81.76	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$13k		46.00	278.93	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$13k	-16%	369.00	34.13	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$12k	-37%	207.00	59.73	View chart
Lam Research Corp Stock (LRCX)	0.0	$12k	NEW	170.00	72.23	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$12k		182.00	66.85	View chart
Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH)	0.0	$12k		411.00	29.28	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$12k		190.00	62.65	View chart
Merck & Co Stock (MRK)	0.0	$12k	+83%	119.00	99.48	View chart
Permian Resources Corp Class A Stock (PR)	0.0	$12k	NEW	800.00	14.38	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$11k		860.00	13.30	View chart
American Tower Corp Reit (AMT)	0.0	$11k		62.00	183.40	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$11k		200.00	56.56	View chart
Northrim Bancorp Stock (NRIM)	0.0	$11k	NEW	144.00	77.94	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$11k		295.00	37.53	View chart
Medtronic Stock (MDT)	0.0	$11k		135.00	79.88	View chart
Ulta Beauty Stock (ULTA)	0.0	$10k		24.00	434.92	View chart
Ferrari N V Stock (RACE)	0.0	$10k		24.00	424.83	View chart
Weyerhaeuser Co Mtn Be Reit (WY)	0.0	$10k		357.00	28.15	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$10k	+3%	152.00	65.94	View chart
Lululemon Athletica Stock (LULU)	0.0	$9.9k		26.00	382.42	View chart
Amentum Holdings Stock (AMTM)	0.0	$9.8k	NEW	465.00	21.03	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$9.6k	+44%	218.00	44.04	View chart
Invesco Water Resources Etf Etf (PHO)	0.0	$9.4k		143.00	65.79	View chart
Berkley W R Corp Stock (WRB)	0.0	$9.4k		160.00	58.52	View chart
Clorox Co Del Stock (CLX)	0.0	$9.1k		56.00	162.41	View chart
Colgate Palmolive Stock (CL)	0.0	$9.1k		100.00	90.91	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$8.9k	+3%	267.00	33.18	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$8.9k		838.00	10.57	View chart
Starbucks Corp Stock (SBUX)	0.0	$8.9k		97.00	91.25	View chart
Bitwise Bitcoin Etf Trust Etf (BITB)	0.0	$8.7k		171.00	50.85	View chart
Shopify Inc Cl A Stock (SHOP)	0.0	$8.5k		80.00	106.33	View chart
Intel Corp Stock (INTC)	0.0	$8.5k		422.00	20.05	View chart
Astrazeneca Adr (AZN)	0.0	$8.3k		126.00	65.52	View chart
Lantheus Hldgs Stock (LNTH)	0.0	$8.2k		92.00	89.46	View chart
Bioatla Stock (BCAB)	0.0	$8.1k	NEW	14k	0.59	View chart
Ingersoll Rand Stock (IR)	0.0	$8.0k	NEW	88.00	90.45	View chart
First Intst Bancsystem Stock (FIBK)	0.0	$7.8k		240.00	32.47	View chart
Nu Hldgs Ltd Ord Shs Cl A Stock (NU)	0.0	$7.8k		750.00	10.36	View chart
Northern Oil & Gas Stock (NOG)	0.0	$7.4k	NEW	200.00	37.16	View chart
Pfizer Stock (PFE)	0.0	$7.2k	+5%	270.00	26.54	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$6.9k		79.00	86.81	View chart
Mercadolibre Stock (MELI)	0.0	$6.8k		4.00	1700.50	View chart
Solventum Corp Stock (SOLV)	0.0	$6.5k	+5%	98.00	66.06	View chart
Valmont Inds Stock (VMI)	0.0	$6.4k		21.00	306.67	View chart
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW)	0.0	$6.2k		50.00	124.96	View chart
Penn Entertainment Stock (PENN)	0.0	$6.2k	+2000%	315.00	19.82	View chart
Huntington Ingalls Inds Stock (HII)	0.0	$6.2k		33.00	188.97	View chart
Pulte Group Stock (PHM)	0.0	$6.2k		57.00	108.89	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$6.1k		83.00	74.01	View chart
Nice Adr (NICE)	0.0	$6.1k		36.00	169.83	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$5.8k	+7%	60.00	96.93	View chart
Gartner Stock (IT)	0.0	$5.8k		12.00	484.50	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.0	$5.8k		156.00	37.07	View chart
Arista Networks Stock	0.0	$5.7k	NEW	52.00	110.54	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$5.6k	-65%	30.00	185.13	View chart
Dupont De Nemours Stock (DD)	0.0	$5.5k		72.00	76.25	View chart
Watts Water Technologies Inc Cl A Stock (WTS)	0.0	$5.5k		27.00	203.30	View chart
Crocs Stock (CROX)	0.0	$5.5k		50.00	109.54	View chart
Williams Cos Stock (WMB)	0.0	$5.4k	NEW	99.00	54.12	View chart
Marathon Pete Corp Stock (MPC)	0.0	$5.2k		37.00	139.51	View chart
Goldman Sachs Group Stock (GS)	0.0	$5.2k		9.00	572.67	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$5.0k		50.00	99.56	View chart
Fidelity Enhanced Large Cap Core Etf Etf (FELC)	0.0	$4.8k		147.00	32.93	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$4.8k		14.00	342.14	View chart
Monday Stock (MNDY)	0.0	$4.7k		20.00	235.45	View chart
Morgan Stanley Stock (MS)	0.0	$4.7k		37.00	125.73	View chart
Cybin Stock (CYBN)	0.0	$4.6k		526.00	8.82	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$4.4k		11.00	402.73	View chart
Sempra Stock (SRE)	0.0	$4.4k		50.00	87.72	View chart
Travelers Companies Stock (TRV)	0.0	$4.3k	NEW	18.00	240.89	View chart
Cvs Health Corp Stock (CVS)	0.0	$4.2k		94.00	44.89	View chart
L3harris Technologies Stock (LHX)	0.0	$4.2k		20.00	210.30	View chart
Otter Tail Corp Stock (OTTR)	0.0	$4.1k		55.00	73.84	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$4.0k	NEW	19.00	212.42	View chart
Corteva Stock (CTVA)	0.0	$4.0k		70.00	56.96	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$4.0k		70.00	56.77	View chart
Skyworks Solutions Stock (SWKS)	0.0	$3.9k	NEW	44.00	88.68	View chart
Kb Home Stock (KBH)	0.0	$3.9k		59.00	65.71	View chart
Sunrun Stock (RUN)	0.0	$3.9k		419.00	9.25	View chart
T-mobile Us Stock (TMUS)	0.0	$3.8k	-72%	17.00	220.71	View chart
Kkr & Co Stock (KKR)	0.0	$3.7k		25.00	147.92	View chart
Allstate Corp Stock (ALL)	0.0	$3.7k		19.00	192.79	View chart
Viavi Solutions Stock (VIAV)	0.0	$3.4k	NEW	340.00	10.10	View chart
Varex Imaging Corp Stock (VREX)	0.0	$3.4k		235.00	14.59	View chart
Cf Inds Hldgs Stock (CF)	0.0	$3.4k	-42%	40.00	85.33	View chart
Hanover Ins Group Stock (THG)	0.0	$3.4k		22.00	154.68	View chart
Deere & Co Stock (DE)	0.0	$3.4k		8.00	423.75	View chart
Southwest Airls Stock (LUV)	0.0	$3.4k		100.00	33.62	View chart
Aflac Stock (AFL)	0.0	$3.3k		32.00	103.44	View chart
Verizon Communications Stock (VZ)	0.0	$3.2k		81.00	39.99	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$3.2k	NEW	39.00	81.59	View chart
Servicenow Stock (NOW)	0.0	$3.2k		3.00	1060.00	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.0	$3.2k	NEW	86.00	36.79	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$3.1k		6.00	520.17	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$3.1k	NEW	51.00	60.51	View chart
Conagra Brands Stock (CAG)	0.0	$3.0k		108.00	27.75	View chart
Grayscale Bitcoin Mini Trust Etf Etf	0.0	$3.0k	NEW	71.00	41.87	View chart
Acushnet Hldgs Corp Stock (GOLF)	0.0	$2.9k		41.00	71.07	View chart
United Rentals Stock (URI)	0.0	$2.8k		4.00	704.50	View chart
Gitlab Inc Class A Stock (GTLB)	0.0	$2.8k		50.00	56.36	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$2.8k		4.00	693.00	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$2.6k		20.00	132.10	View chart
Elevance Health Stock (ELV)	0.0	$2.6k		7.00	368.86	View chart
Micron Technology Stock (MU)	0.0	$2.5k		30.00	84.17	View chart
Ge Aerospace Stock (GE)	0.0	$2.5k		15.00	166.80	View chart
Chubb Stock (CB)	0.0	$2.5k		9.00	276.33	View chart
Riot Platforms Stock (RIOT)	0.0	$2.4k		234.00	10.21	View chart
Paychex Stock (PAYX)	0.0	$2.4k	NEW	17.00	140.24	View chart
Amgen Stock (AMGN)	0.0	$2.3k		9.00	260.67	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.0	$2.3k	+8%	49.00	47.80	View chart
Roblox Corp Cl A Stock (RBLX)	0.0	$2.3k		40.00	57.85	View chart
Illinois Tool Wks Stock (ITW)	0.0	$2.3k	NEW	9.00	253.56	View chart
Stryker Corporation Stock (SYK)	0.0	$2.2k		6.00	360.00	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$2.1k		17.00	126.12	View chart
Chargepoint Holdings Inc Com Cl A Stock (CHPT)	0.0	$2.1k		2.0k	1.07	View chart
Lamb Weston Hldgs Stock (LW)	0.0	$2.1k		32.00	66.84	View chart
Kraft Heinz Stock (KHC)	0.0	$2.1k		69.00	30.71	View chart
Harley Davidson Stock (HOG)	0.0	$2.1k		70.00	30.13	View chart
Fortinet Stock (FTNT)	0.0	$2.1k		22.00	94.50	View chart
Himax Technologies Adr (HIMX)	0.0	$2.0k	NEW	249.00	8.04	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$2.0k	NEW	17.00	115.24	View chart
Annaly Capital Management Reit (NLY)	0.0	$1.9k		102.00	18.30	View chart
Cme Group Stock (CME)	0.0	$1.9k	NEW	8.00	232.25	View chart
Docusign Stock (DOCU)	0.0	$1.8k		20.00	89.95	View chart
Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.0	$1.8k	NEW	68.00	26.19	View chart
Widepoint Corp Common Stock	0.0	$1.8k		364.00	4.84	View chart
Gilead Sciences Stock (GILD)	0.0	$1.8k		19.00	92.37	View chart
Bunge Global Sa Stock (BG)	0.0	$1.7k		22.00	77.77	View chart
Mckesson Corp Stock (MCK)	0.0	$1.7k		3.00	570.00	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$1.7k	NEW	4.00	425.50	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Stock (SUN)	0.0	$1.7k		33.00	51.45	View chart
Arcturus Therapeutics Hldgs Stock (ARCT)	0.0	$1.7k		100.00	16.97	View chart
Datadog Inc Cl A Stock (DDOG)	0.0	$1.6k		11.00	142.91	View chart
Intuitive Surgical Stock (ISRG)	0.0	$1.6k		3.00	522.00	View chart
Principal Financial Group Stock (PFG)	0.0	$1.5k		20.00	77.40	View chart
Cerus Corp Stock (CERS)	0.0	$1.5k		1.0k	1.54	View chart
Woodside Energy Group Adr (WDS)	0.0	$1.5k		98.00	15.60	View chart
Curiositystream Inc Com Cl A Stock (CURI)	0.0	$1.5k		991.00	1.53	View chart
Blackberry Stock (BB)	0.0	$1.4k	NEW	362.00	3.78	View chart
Nio Inc Spon Ads Adr (NIO)	0.0	$1.3k	NEW	302.00	4.36	View chart
Norwegian Cruise Line Hldg Stock (NCLH)	0.0	$1.3k	NEW	50.00	25.74	View chart
Array Technologies Stock (ARRY)	0.0	$1.2k		200.00	6.04