IAG Wealth Partners

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

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Positions held by IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for IAG Wealth Partners

IAG Wealth Partners holds 448 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Portfolio MF Closed and MF Open (SPLG) 10.3 $37M 732k 50.26
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Spdr Portfolio MF Closed and MF Open (SPDW) 8.3 $30M +4% 965k 31.01
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Indexiq Iq MF Closed and MF Open (MMIT) 7.2 $26M +17% 1.1M 23.50
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Wisdomtree U S MF Closed and MF Open (DLN) 6.6 $24M 383k 61.49
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Goldman Sachs MF Closed and MF Open (GSLC) 6.6 $24M -4% 279k 84.23
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Ishares Core MF Closed and MF Open (IVV) 5.8 $21M -3% 48k 429.43
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Goldman Sachs MF Closed and MF Open (GSIE) 5.6 $20M -3% 675k 30.03
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Wisdomtree U S MF Closed and MF Open (DON) 5.6 $20M 490k 40.96
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Vanguard Growth MF Closed and MF Open (VUG) 3.9 $14M 51k 272.31
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Nuveen Esg MF Closed and MF Open (NUMG) 3.0 $11M 291k 36.66
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Spdr Portfolio MF Closed and MF Open (SPTM) 2.9 $11M -4% 200k 52.49
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Spdr Msci MF Closed and MF Open (CWI) 2.3 $8.1M 327k 24.89
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Vanguard Dividend MF Closed and MF Open (VIG) 2.0 $7.2M -5% 47k 155.38
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Spdr Portfolio MF Closed and MF Open (SPYG) 1.6 $5.9M -4% 99k 59.28
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Spdr Portfolio MF Closed and MF Open (SPMD) 1.6 $5.9M -2% 134k 43.79
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Invesco Exchange MF Closed and MF Open (SPHQ) 1.5 $5.3M +3% 105k 50.04
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Invesco Total MF Closed and MF Open (GTO) 1.3 $4.8M +13% 107k 44.63
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John Hancock MF Closed and MF Open (JHMM) 1.3 $4.7M 100k 47.32
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Lattice Hartford MF Closed and MF Open (RODM) 1.3 $4.7M -5% 184k 25.65
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Pgim Ultra MF Closed and MF Open (PULS) 1.3 $4.5M -9% 92k 49.49
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Spdr Series MF Closed and MF Open (MDYV) 1.1 $4.0M -6% 62k 64.86
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Wisdomtree Trust MF Closed and MF Open (DGRW) 1.1 $3.8M 60k 63.49
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Invesco Russell MF Closed and MF Open (OMFS) 1.0 $3.6M +17% 105k 33.93
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Spdr Portfolio MF Closed and MF Open (SPYV) 0.9 $3.2M -4% 77k 41.26
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Spdr Portfolio MF Closed and MF Open (SPSM) 0.8 $2.8M -6% 76k 36.90
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Avantis Intl MF Closed and MF Open (AVDE) 0.7 $2.7M +137% 48k 55.65
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Avantis Emerging MF Closed and MF Open (AVEM) 0.7 $2.5M -2% 48k 52.79
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First Trust MF Closed and MF Open (FYC) 0.6 $2.3M -2% 40k 56.36
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Spdr Portfolio MF Closed and MF Open (SPAB) 0.6 $2.2M 92k 24.34
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Janus Detroit MF Closed and MF Open (JSMD) 0.5 $1.9M -4% 33k 58.44
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Spdr Ssga MF Closed and MF Open (SMLV) 0.5 $1.9M -3% 19k 98.90
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Avantis Intl MF Closed and MF Open (AVDV) 0.5 $1.7M -11% 30k 57.85
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Spdr Series MF Closed and MF Open (MDYG) 0.5 $1.6M -6% 24k 69.14
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Victoryshares Us MF Closed and MF Open (CSB) 0.4 $1.6M 32k 48.98
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Jp Morgan MF Closed and MF Open (JMST) 0.4 $1.6M -55% 31k 50.45
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Schwab Us MF Closed and MF Open (SCHM) 0.4 $1.5M -3% 22k 67.68
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Invesco Msci MF Closed and MF Open (PBUS) 0.4 $1.5M -24% 34k 42.74
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Wisdomtree U S MF Closed and MF Open (DES) 0.4 $1.4M -5% 48k 28.20
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Apple Common Stock (AAPL) 0.3 $1.1M +2% 6.3k 171.21
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Berkshire Hathaway Common Stock (BRK.A) 0.3 $1.1M 2.00 531477.00
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Vanguard Total MF Closed and MF Open (VTI) 0.3 $1.0M -4% 4.9k 212.42
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Jpmorgan Betabuilders MF Closed and MF Open (BBRE) 0.3 $1.0M +3% 13k 77.78
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Ishares Msci MF Closed and MF Open (MTUM) 0.3 $1.0M -46% 7.3k 139.71
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Spdr Bloomberg MF Closed and MF Open (SJNK) 0.3 $917k +61% 38k 24.46
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Vanguard Ftse MF Closed and MF Open (VSS) 0.2 $785k 7.4k 106.20
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Spdr Portfolio MF Closed and MF Open (SPEM) 0.2 $714k +3% 21k 33.57
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Janus Detroit MF Closed and MF Open (JSML) 0.2 $643k 13k 50.99
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Wisdomtree Floating MF Closed and MF Open (USFR) 0.2 $610k -69% 12k 50.32
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Microsoft Corp Common Stock (MSFT) 0.2 $593k 1.9k 315.74
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Jp Morgan MF Closed and MF Open (BBSC) 0.1 $534k 10k 53.42
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First Trust MF Closed and MF Open (FVD) 0.1 $507k -2% 14k 37.39
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Wisdomtree Emerging MF Closed and MF Open (XSOE) 0.1 $485k -5% 18k 26.67
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Dimensional Intl MF Closed and MF Open (DFIS) 0.1 $465k +92% 21k 21.94
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Berkshire Hathaway Common Stock (BRK.B) 0.1 $460k 1.3k 350.30
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X Trackers MF Closed and MF Open (DBEF) 0.1 $434k 12k 34.90
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Schwab Us MF Closed and MF Open (SCHX) 0.1 $412k -19% 8.1k 50.60
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Spdr Series MF Closed and MF Open (SLYV) 0.1 $375k +60% 5.2k 72.37
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Wec Energy Common Stock (WEC) 0.1 $368k +20% 4.6k 80.55
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Ishares Russell MF Closed and MF Open (IWF) 0.1 $365k -5% 1.4k 265.99
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Goldman Sachs MF Closed and MF Open (GEM) 0.1 $362k -6% 13k 28.67
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Wisdomtree Intl MF Closed and MF Open (DLS) 0.1 $346k -7% 6.0k 57.47
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Ishares Core MF Closed and MF Open (IJR) 0.1 $340k -8% 3.6k 94.33
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Spdr Msci MF Closed and MF Open (SPGM) 0.1 $338k +11% 6.7k 50.49
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Ishares Russell MF Closed and MF Open (IWM) 0.1 $330k -9% 1.9k 176.74
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Vanguard S&p MF Closed and MF Open (VOO) 0.1 $309k -57% 786.00 392.70
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Chevron Corp Common Stock (CVX) 0.1 $306k -7% 1.8k 168.62
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Ishares Core MF Closed and MF Open (IJH) 0.1 $293k -3% 1.2k 249.35
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Oracle Corp Common Stock (ORCL) 0.1 $292k 2.8k 105.92
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Spdr Portfolio MF Closed and MF Open (SPSB) 0.1 $289k +11% 9.8k 29.32
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Invesco Qqq MF Closed and MF Open (QQQ) 0.1 $276k +15% 769.00 358.27
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Eli Lilly Common Stock (LLY) 0.1 $272k 506.00 537.13
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Occidental Petroleum Common Stock (OXY) 0.1 $260k 4.0k 64.88
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Ishares Msci MF Closed and MF Open (SUSA) 0.1 $226k 2.5k 89.97
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Schwab Us MF Closed and MF Open (SCHV) 0.1 $214k 3.3k 64.46
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Pepsico Common Stock (PEP) 0.1 $204k -10% 1.2k 169.44
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Home Depot Common Stock (HD) 0.1 $194k 643.00 302.16
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Vanguard Small MF Closed and MF Open (VB) 0.1 $189k -13% 1.0k 189.07
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Nextera Energy Common Stock (NEE) 0.1 $183k 3.2k 57.29
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Deere & Co Common Stock (DE) 0.1 $183k 485.00 377.38
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First Trust MF Closed and MF Open (FEX) 0.1 $182k 2.2k 81.10
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Nvidia Corp Common Stock (NVDA) 0.0 $179k -13% 412.00 434.99
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Vanguard Ftse MF Closed and MF Open (VEA) 0.0 $176k -67% 4.0k 43.72
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Walt Disney Common Stock (DIS) 0.0 $173k +8% 2.1k 81.05
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Vanguard Value MF Closed and MF Open (VTV) 0.0 $170k -59% 1.2k 137.88
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Merck & Company Common Stock (MRK) 0.0 $170k +2% 1.7k 102.95
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Ishares National MF Closed and MF Open (MUB) 0.0 $159k 1.5k 102.54
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W P Carey Common Stock (WPC) 0.0 $158k 2.9k 54.08
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Costco Wholesale Common Stock (COST) 0.0 $155k 275.00 564.96
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Amazon Common Stock (AMZN) 0.0 $154k +2% 1.2k 127.12
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Nuveen Esg MF Closed and MF Open (NUDM) 0.0 $153k 5.6k 27.32
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Jpmorgan Chase Common Stock (JPM) 0.0 $145k 997.00 145.02
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Global X MF Closed and MF Open (MLPX) 0.0 $142k -11% 3.4k 42.38
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Mcdonalds Corp Common Stock (MCD) 0.0 $141k +49% 536.00 263.44
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SPDR S&P MF Closed and MF Open (SPY) 0.0 $140k 328.00 426.83
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Walgreens Boots Common Stock (WBA) 0.0 $137k 6.2k 22.24
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Northern Lights MF Closed and MF Open (ISMD) 0.0 $134k 4.4k 30.39
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Johnson & Johnson Common Stock (JNJ) 0.0 $131k +13% 838.00 155.77
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Abbvie Common Stock (ABBV) 0.0 $121k +5% 811.00 149.06
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Exact Sciences Common Stock (EXAS) 0.0 $119k 1.7k 68.22
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Dimensional Us MF Closed and MF Open (DFUS) 0.0 $115k -8% 2.5k 46.55
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Jp Morgan MF Closed and MF Open (JCPI) 0.0 $114k -36% 2.5k 45.20
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Spdr Gold Common Stock (GLD) 0.0 $111k +9% 648.00 171.45
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Schwab Intl MF Closed and MF Open (SCHF) 0.0 $107k -10% 3.1k 33.96
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Spdr Series MF Closed and MF Open (SDY) 0.0 $103k 896.00 115.01
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United Parcel Common Stock (UPS) 0.0 $100k 640.00 155.87
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Grainger W W Common Stock (GWW) 0.0 $97k 140.00 691.84
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Visa Common Stock (V) 0.0 $92k +5% 400.00 230.01
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Ishares S&p MF Closed and MF Open (IUSG) 0.0 $89k -10% 937.00 94.83
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Ishares Core MF Closed and MF Open (IEMG) 0.0 $87k -9% 1.8k 47.59
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Ishares Gold Common Stock (IAU) 0.0 $86k -10% 2.5k 34.99
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Nuveen Esg MF Closed and MF Open (NUSC) 0.0 $86k +7% 2.5k 34.82
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Vaneck Morningstar MF Closed and MF Open (MOAT) 0.0 $82k 1.1k 75.84
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Hormel Foods Common Stock (HRL) 0.0 $82k 2.1k 38.03
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Victoryshares Core MF Closed and MF Open (UITB) 0.0 $81k -15% 1.8k 44.54
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Vaneck Morningstar MF Closed and MF Open (SMOT) 0.0 $80k +35% 2.8k 28.43
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Jpmorgan Betabuilders MF Closed and MF Open (BBMC) 0.0 $80k -3% 1.1k 75.29
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Automatic Data Common Stock (ADP) 0.0 $79k 328.00 240.62
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Unitedhealth Group Common Stock (UNH) 0.0 $79k 156.00 504.19
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First Trust MF Closed and MF Open (RDVY) 0.0 $79k 1.7k 45.95
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Wisdomtree Emerging MF Closed and MF Open (DEM) 0.0 $77k 2.0k 37.48
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Nuveen Esg MF Closed and MF Open (NUBD) 0.0 $75k +20% 3.5k 21.10
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Xcel Energy Common Stock (XEL) 0.0 $73k NEW 1.3k 57.22
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Wisdomtree Trust MF Closed and MF Open (IHDG) 0.0 $73k 1.9k 38.74
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Spdr Series MF Closed and MF Open (SLYG) 0.0 $72k 985.00 73.27
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Energy Transfer Oil & Gas, Real Estate and REIT (ET) 0.0 $71k +2% 5.1k 14.03
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Ishares Msci MF Closed and MF Open (QUAL) 0.0 $68k 515.00 131.79
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Thermo Fisher Common Stock (TMO) 0.0 $65k 129.00 506.17
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Alphabet Common Stock (GOOG) 0.0 $65k 490.00 131.85
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Ishares Russell MF Closed and MF Open (IWD) 0.0 $64k 419.00 151.82
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Vanguard High MF Closed and MF Open (VYM) 0.0 $64k 615.00 103.32
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Ford Motor Common Stock (F) 0.0 $63k +119% 5.1k 12.42
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Fidelity National Common Stock (FIS) 0.0 $61k -32% 1.1k 55.29
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Pioneer Natural Common Stock (PXD) 0.0 $61k 264.00 229.55
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Applied Materials Common Stock (AMAT) 0.0 $61k -2% 437.00 138.45
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Tesla Common Stock (TSLA) 0.0 $60k -28% 241.00 250.22
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Kimberly Clark Common Stock (KMB) 0.0 $60k 498.00 120.85
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Johnson Controls Common Stock (JCI) 0.0 $60k NEW 1.1k 53.21
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Schwab Us MF Closed and MF Open (SCHA) 0.0 $59k -17% 1.4k 41.42
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3m Company Common Stock (MMM) 0.0 $59k 634.00 93.62
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Ishares Biotechnology MF Closed and MF Open (IBB) 0.0 $57k 469.00 122.29
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Welltower Common Stock (WELL) 0.0 $57k 700.00 81.92
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Waste Management Common Stock (WM) 0.0 $56k 365.00 152.44
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Meta Platforms Common Stock (META) 0.0 $54k 179.00 300.21
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Marathon Oil Common Stock (MRO) 0.0 $54k 2.0k 26.75
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Mge Energy Common Stock (MGEE) 0.0 $53k 778.00 68.51
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Cybin Common Stock (CYBN) 0.0 $53k +19% 100k 0.53
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Ishares Esg MF Closed and MF Open (ESGD) 0.0 $53k -14% 765.00 69.13
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General Electric Common Stock (GE) 0.0 $52k +37% 473.00 110.55
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Vanguard Information MF Closed and MF Open (VGT) 0.0 $52k +186% 126.00 414.90
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Ishares Europe MF Closed and MF Open (IEV) 0.0 $52k 1.1k 47.74
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Ameren Corp Common Stock (AEE) 0.0 $52k 690.00 74.83
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Tjx Cos Common Stock (TJX) 0.0 $51k 577.00 88.88
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Wisdomtree Intl MF Closed and MF Open (IQDG) 0.0 $49k +9% 1.5k 32.02
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Pfizer Common Stock (PFE) 0.0 $48k +2% 1.4k 33.17
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Byline Bancorp Common Stock (BY) 0.0 $46k 2.4k 19.71
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Vanguard Small MF Closed and MF Open (VBR) 0.0 $46k 285.00 159.49
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Elevance Health Common Stock (ELV) 0.0 $45k -32% 104.00 435.42
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Ishares Esg MF Closed and MF Open (ESGU) 0.0 $45k -23% 480.00 93.91
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Rockwell Automation Common Stock (ROK) 0.0 $43k 149.00 285.97
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Ark Autonomous MF Closed and MF Open (ARKQ) 0.0 $42k 797.00 52.46
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Generac Holdings Common Stock (GNRC) 0.0 $41k 376.00 108.96
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Union Pacific Corp Common Stock (UNP) 0.0 $41k 200.00 203.63
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Ishares S&p MF Closed and MF Open (IJS) 0.0 $40k 444.00 89.22
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Vanguard Fste MF Closed and MF Open (VWO) 0.0 $40k -80% 1.0k 39.21
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Alliant Energy Common Stock (LNT) 0.0 $39k 800.00 48.45
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Ark Innovation MF Closed and MF Open (ARKK) 0.0 $39k 977.00 39.67
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Becton Dickinson Common Stock (BDX) 0.0 $38k 148.00 258.53
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Enerplus Corp Common Stock (ERF) 0.0 $38k NEW 2.2k 17.63
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Invesco S&p MF Closed and MF Open (SPGP) 0.0 $37k NEW 407.00 91.24
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Invesco Exchange MF Closed and MF Open (SPLV) 0.0 $35k -11% 602.00 58.76
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Ishares Msci MF Closed and MF Open (MCHI) 0.0 $35k 810.00 43.29
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Zoetis Common Stock (ZTS) 0.0 $35k 200.00 173.98
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Vanguard Small MF Closed and MF Open (VBK) 0.0 $35k 161.00 214.18
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Fiserv Common Stock (FI) 0.0 $35k 305.00 112.96
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Pimco Short MF Closed and MF Open (SMMU) 0.0 $34k 700.00 48.95
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United Rentals Common Stock (URI) 0.0 $33k 75.00 444.57
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Ppg Industries Common Stock (PPG) 0.0 $33k 257.00 129.73
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Amgen Common Stock (AMGN) 0.0 $33k 124.00 268.76
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Harley Davidson Common Stock (HOG) 0.0 $33k -16% 999.00 33.06
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Bce Common Stock (BCE) 0.0 $32k 842.00 38.17
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Lowes Companies Common Stock (LOW) 0.0 $32k 154.00 207.84
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Danaher Corp Common Stock (DHR) 0.0 $32k 129.00 248.10
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Exxon Mobil Common Stock (XOM) 0.0 $32k +15% 271.00 117.58
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Canadian National Common Stock (CNI) 0.0 $32k 292.00 108.33
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Ishares U S MF Closed and MF Open (IHF) 0.0 $32k 128.00 246.10
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Vanguard Russell MF Closed and MF Open (VONE) 0.0 $31k 158.00 194.66
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Verizon Communications Common Stock (VZ) 0.0 $30k 938.00 32.41
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Abbott Laboratories Common Stock (ABT) 0.0 $30k -19% 314.00 96.72
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Ark Next MF Closed and MF Open (ARKW) 0.0 $30k 552.00 54.16
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Novo Nordisk Common Stock (NVO) 0.0 $30k +100% 326.00 90.94
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Alphabet Common Stock (GOOGL) 0.0 $29k 220.00 130.86
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Broadcom Common Stock (AVGO) 0.0 $28k -10% 34.00 830.59
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Cisco Systems Common Stock (CSCO) 0.0 $28k +14% 523.00 53.76
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Ishares Core MF Closed and MF Open (ITOT) 0.0 $28k -14% 298.00 94.19
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Walmart Common Stock (WMT) 0.0 $28k +18% 174.00 159.52
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Sector Healthcare MF Closed and MF Open (XLV) 0.0 $28k 215.00 128.74
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Select Sector MF Closed and MF Open (XLRE) 0.0 $27k -23% 801.00 34.07
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Cion Investment Common Stock (CION) 0.0 $27k +1628% 2.6k 10.57
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Wisdomtree Us MF Closed and MF Open (DGRS) 0.0 $27k 658.00 41.19
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Invesco S&p MF Closed and MF Open (RSP) 0.0 $27k 190.00 141.69
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Jpmorgan Betabuilders MF Closed and MF Open (BBUS) 0.0 $27k 348.00 77.08
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Texas Instruments Common Stock (TXN) 0.0 $26k 166.00 159.01
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Salesforce Common Stock (CRM) 0.0 $26k -13% 130.00 202.78
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Invesco Exchange MF Closed and MF Open (SPMO) 0.0 $26k -93% 454.00 57.28
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Eog Resources Common Stock (EOG) 0.0 $26k 204.00 126.76
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Valero Energy Common Stock (VLO) 0.0 $26k 182.00 141.71
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Yum Brands Common Stock (YUM) 0.0 $26k +15% 205.00 124.94
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Goldman Sachs Common Stock (GS) 0.0 $25k 77.00 323.57
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Enterprise Products Oil & Gas, Real Estate and REIT (EPD) 0.0 $25k 904.00 27.37
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Vanguard Real MF Closed and MF Open (VNQ) 0.0 $24k 323.00 75.66
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Invesco India MF Closed and MF Open (PIN) 0.0 $24k 1.0k 23.48
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Nuveen Esg MF Closed and MF Open (NUMV) 0.0 $24k +14% 828.00 28.43
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X Trackers MF Closed and MF Open (SNPE) 0.0 $23k 586.00 39.17
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Invesco Water MF Closed and MF Open (PHO) 0.0 $23k -68% 425.00 53.18
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Procter & Gamble Common Stock (PG) 0.0 $22k -37% 153.00 145.44
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Prudential Financial Common Stock (PRU) 0.0 $22k 233.00 94.89
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Rtx Corp Common Stock (RTX) 0.0 $22k 307.00 71.97
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At&t Common Stock (T) 0.0 $22k -20% 1.5k 15.02
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Roper Technologies Common Stock (ROP) 0.0 $22k 45.00 484.29
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Spdr Series MF Closed and MF Open (XNTK) 0.0 $21k 155.00 136.60
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Alibaba Group Common Stock (BABA) 0.0 $21k 243.00 86.74
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Wisdomtree U S MF Closed and MF Open (DTD) 0.0 $21k -6% 350.00 60.17
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Principal Spectrum MF Closed and MF Open (PREF) 0.0 $21k 1.2k 16.86
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Proshares Trust MF Closed and MF Open (NOBL) 0.0 $21k 235.00 88.55
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Schwab Charles Common Stock (SCHW) 0.0 $20k 370.00 54.90
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Lpl Financial Common Stock (LPLA) 0.0 $20k 83.00 238.49
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Unilever Common Stock (UL) 0.0 $20k 400.00 49.40
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Parker-hannifin Corp Common Stock (PH) 0.0 $20k 50.00 389.52
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Bristol Myers Common Stock (BMY) 0.0 $19k 335.00 58.04
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Carnival Corp Common Stock (CCL) 0.0 $19k +20% 1.4k 13.72
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Bank Montreal Common Stock (BMO) 0.0 $19k +240% 228.00 84.37
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Altria Group Common Stock (MO) 0.0 $19k 441.00 42.09
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Qualcomm Common Stock (QCOM) 0.0 $18k -18% 162.00 111.06
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First Trust MF Closed and MF Open (QCLN) 0.0 $18k -71% 420.00 42.63
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Iron Mountain Common Stock (IRM) 0.0 $18k 295.00 59.45
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Paypal Holdings Common Stock (PYPL) 0.0 $18k +8% 299.00 58.46
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Sprott Physical MF Closed and MF Open (CEF) 0.0 $17k 1.0k 17.32
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Watts Water Common Stock (WTS) 0.0 $17k 100.00 172.82
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Tko Group Common Stock 0.0 $17k NEW 200.00 84.06
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Schwab Fundamental MF Closed and MF Open (FNDX) 0.0 $17k 295.00 55.97
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Boeing Company Common Stock (BA) 0.0 $17k +514% 86.00 191.69
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Ishares Silver Common Stock (SLV) 0.0 $16k 800.00 20.34
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Advanced Micro Common Stock (AMD) 0.0 $16k 158.00 102.82
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General Motors Common Stock (GM) 0.0 $16k +16% 489.00 32.94
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Eastgroup Properties Common Stock (EGP) 0.0 $16k 95.00 166.53
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Ishares Global MF Closed and MF Open (ICLN) 0.0 $16k 1.1k 14.62
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Dimensional Us MF Closed and MF Open (DFUV) 0.0 $16k 456.00 34.02
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Ishares Core MF Closed and MF Open (AGG) 0.0 $15k NEW 163.00 94.04
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Sherwin Williams Common Stock (SHW) 0.0 $15k 60.00 255.05
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Adobe Common Stock (ADBE) 0.0 $15k +20% 30.00 509.93
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Otter Tail Common Stock (OTTR) 0.0 $15k 200.00 75.92
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Flexshares Morningstar MF Closed and MF Open (GUNR) 0.0 $15k 374.00 40.44
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Archer Daniels Common Stock (ADM) 0.0 $15k 200.00 75.42
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Carrier Global Common Stock (CARR) 0.0 $15k 272.00 55.20
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Schwab Fundamental MF Closed and MF Open (FNDF) 0.0 $15k 471.00 31.67
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First Trust MF Closed and MF Open (TDIV) 0.0 $15k 265.00 56.09
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Badger Meter Common Stock (BMI) 0.0 $14k 100.00 143.87
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Global X MF Closed and MF Open (LIT) 0.0 $14k 260.00 55.09
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Delta Airlines Common Stock (DAL) 0.0 $14k 387.00 37.00
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Lcnb Corp Common Stock (LCNB) 0.0 $14k 1.0k 14.27
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Ishares Msci MF Closed and MF Open (EFA) 0.0 $14k 206.00 68.92
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Ishares Msci MF Closed and MF Open (USMV) 0.0 $14k -67% 196.00 72.38
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Wheaton Precious Common Stock (WPM) 0.0 $14k 345.00 40.55
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Ormat Technologies Common Stock (ORA) 0.0 $14k 200.00 69.92
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Scripps E W Common Stock (SSP) 0.0 $14k 2.5k 5.48
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Caterpillar Common Stock (CAT) 0.0 $14k 50.00 273.00
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Southern Company Common Stock (SO) 0.0 $13k 207.00 64.69
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Sector Energy MF Closed and MF Open (XLE) 0.0 $13k 147.00 90.39
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Etf Defiance MF Closed and MF Open (FIVG) 0.0 $13k 420.00 31.25
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Church & Dwight Common Stock (CHD) 0.0 $13k 140.00 91.63
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Invesco S&p MF Closed and MF Open (RWJ) 0.0 $13k +200% 345.00 36.42
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Crown Castle Common Stock (CCI) 0.0 $13k 136.00 92.03
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Main Street Common Stock (MAIN) 0.0 $12k 300.00 40.63
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Ishares Msci MF Closed and MF Open (EIDO) 0.0 $12k 545.00 22.27
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Capital Group MF Closed and MF Open (CGGR) 0.0 $12k 495.00 24.50
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FS KKR Common Stock (FSK) 0.0 $12k 608.00 19.69
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Target Corp Common Stock (TGT) 0.0 $12k +36% 108.00 110.57
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Cvs Health Common Stock (CVS) 0.0 $12k 170.00 70.01
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SPDR S&P MF Closed and MF Open (MDY) 0.0 $12k 26.00 456.65
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Royal Caribbean Common Stock (RCL) 0.0 $12k 127.00 92.14
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First Industrial Common Stock (FR) 0.0 $12k 245.00 47.59
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Vanguard Materials MF Closed and MF Open (VAW) 0.0 $12k 67.00 172.52
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Comcast Corp Common Stock (CMCSA) 0.0 $11k -17% 255.00 44.34
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Vail Resorts Common Stock (MTN) 0.0 $11k 50.00 221.88
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Ishares U S MF Closed and MF Open (IYH) 0.0 $11k 41.00 270.07
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Otis Worldwide Common Stock (OTIS) 0.0 $11k 136.00 80.31
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1895 Bancorp Common Stock (BCOW) 0.0 $11k 1.5k 7.05
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Ecolab Common Stock (ECL) 0.0 $11k 63.00 169.40
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Vaneck Vietnam MF Closed and MF Open (VNM) 0.0 $11k 785.00 13.55
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Ge Healthcare Common Stock (GEHC) 0.0 $11k +36% 156.00 68.04
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Invesco Kbw MF Closed and MF Open (KBWR) 0.0 $11k 240.00 43.81
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L3harris Technologies Common Stock (LHX) 0.0 $10k 60.00 174.12
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Linde Common Stock (LIN) 0.0 $10k 28.00 372.36
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Vanguard Mid MF Closed and MF Open (VO) 0.0 $10k -65% 49.00 209.53
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Epam Systems Common Stock (EPAM) 0.0 $10k 40.00 255.70
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Hanesbrands Common Stock (HBI) 0.0 $9.9k NEW 2.5k 3.96
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Pacer Us MF Closed and MF Open (COWZ) 0.0 $9.9k 200.00 49.43
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Ark Genomic MF Closed and MF Open (ARKG) 0.0 $9.8k 351.00 27.86
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Medtronic Common Stock (MDT) 0.0 $9.7k 124.00 78.37
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Exchange Traded MF Closed and MF Open (ROBO) 0.0 $9.5k 188.00 50.36
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Lithium Amers Common Stock (LAC) 0.0 $9.4k +122% 555.00 17.01
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Nicolet Bankshares Common Stock (NIC) 0.0 $9.4k NEW 135.00 69.78
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United Airlines Common Stock (UAL) 0.0 $9.4k 222.00 42.30
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British Amern Common Stock (BTI) 0.0 $9.2k +2% 294.00 31.44
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Cintas Corp Common Stock (CTAS) 0.0 $9.1k 19.00 481.00
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Arm Holdings Common Stock 0.0 $9.1k NEW 170.00 53.52
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Southwest Airlines Common Stock (LUV) 0.0 $9.1k +140% 336.00 27.07
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Diageo Common Stock (DEO) 0.0 $9.0k 60.00 149.18
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Capital Group MF Closed and MF Open (CGUS) 0.0 $8.9k 355.00 25.11
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Block Common Stock (SQ) 0.0 $8.9k 200.00 44.26
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Ishares Russell MF Closed and MF Open (IWB) 0.0 $8.7k 37.00 234.92
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Intuit Common Stock (INTU) 0.0 $8.7k 17.00 510.94
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Dimensional Us MF Closed and MF Open (DFAT) 0.0 $8.6k 189.00 45.69
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Teradyne Common Stock (TER) 0.0 $8.5k 85.00 100.46
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Norwegian Cruise Common Stock (NCLH) 0.0 $8.5k 518.00 16.48
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Ishares U S MF Closed and MF Open (IYE) 0.0 $8.5k 180.00 47.43
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Vanguard Ftse MF Closed and MF Open (VPL) 0.0 $8.5k 127.00 66.88
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Infosys Common Stock (INFY) 0.0 $8.5k 496.00 17.11
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Ishares Iboxx MF Closed and MF Open (HYG) 0.0 $8.5k 115.00 73.72
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Evolus Common Stock (EOLS) 0.0 $8.5k 927.00 9.14
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Vanguard Ftse MF Closed and MF Open (VGK) 0.0 $8.3k 144.00 57.93
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Dnp Select MF Closed and MF Open (DNP) 0.0 $8.3k 870.00 9.52
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Medical Properties Common Stock (MPW) 0.0 $8.2k +2% 1.5k 5.45
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Vanguard Total MF Closed and MF Open (BND) 0.0 $8.2k -93% 118.00 69.78
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Sociedad Quimica Common Stock (SQM) 0.0 $8.2k +26% 137.00 59.67
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Ishares Tips MF Closed and MF Open (TIP) 0.0 $8.1k 78.00 103.72
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Vaneck Green MF Closed and MF Open (GRNB) 0.0 $8.0k 351.00 22.67
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Sabre Corp Common Stock (SABR) 0.0 $7.7k -46% 1.7k 4.49
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Principal Millennial MF Closed and MF Open (GENY) 0.0 $7.7k 193.00 39.69
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Rio Tinto Common Stock (RIO) 0.0 $7.5k 118.00 63.64
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Idexx Labs Common Stock (IDXX) 0.0 $7.4k 17.00 437.29
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The Realreal Common Stock (REAL) 0.0 $7.4k 3.5k 2.11
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Quidelortho Corp Common Stock (QDEL) 0.0 $7.3k 100.00 73.04
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Capital One Common Stock (COF) 0.0 $7.3k 75.00 97.05
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Citigroup Common Stock (C) 0.0 $7.2k +4300% 176.00 41.13
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Vanguard Extended MF Closed and MF Open (VXF) 0.0 $7.2k -35% 50.00 143.34
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Capital Group MF Closed and MF Open (CGXU) 0.0 $7.2k 329.00 21.74
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Ftai Aviation Common Stock (FTAI) 0.0 $7.1k 200.00 35.55
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Oneok Common Stock (OKE) 0.0 $7.1k 112.00 63.43
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Ishares Msci MF Closed and MF Open (EWW) 0.0 $7.0k 120.00 58.23
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Leonardo Drs Common Stock (DRS) 0.0 $6.7k 400.00 16.70
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Sysco Corp Common Stock (SYY) 0.0 $6.6k 100.00 66.05
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Discover Financial Common Stock (DFS) 0.0 $6.5k 75.00 86.63
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Vanguard Ftse MF Closed and MF Open (VEU) 0.0 $6.5k 125.00 51.87
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Vaneck Gold MF Closed and MF Open (GDX) 0.0 $6.4k 237.00 26.91
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Marathon Petroleum Common Stock (MPC) 0.0 $6.4k -56% 42.00 151.33
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Southern Copper Common Stock (SCCO) 0.0 $6.3k 84.00 75.29
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Marriott Intl Common Stock (MAR) 0.0 $6.3k NEW 32.00 196.56
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Constellation Brands Common Stock (STZ) 0.0 $6.3k 25.00 251.32
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Ishares Esg MF Closed and MF Open (ESML) 0.0 $6.2k 185.00 33.65
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Altice Usa Common Stock (ATUS) 0.0 $6.2k NEW 1.9k 3.27
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Gilead Sciences Common Stock (GILD) 0.0 $6.1k NEW 81.00 74.94
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Pembina Pipeline Common Stock (PBA) 0.0 $6.0k 200.00 30.06
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Matthews Intl Corp Cl A Common Stock (MATW) 0.0 $6.0k 153.00 38.91
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Asml Holding Common Stock (ASML) 0.0 $5.9k 10.00 588.70
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Docusign Common Stock (DOCU) 0.0 $5.9k 140.00 42.00
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Iac Common Stock (IAC) 0.0 $5.0k 100.00 50.39
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Metlife Common Stock (MET) 0.0 $5.0k 80.00 62.91
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Northern Lights MF Closed and MF Open (WWJD) 0.0 $5.0k -28% 190.00 26.35
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Fortune Brands Common Stock (FBIN) 0.0 $5.0k 80.00 62.16
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Albemarle Corp Common Stock (ALB) 0.0 $4.8k 28.00 170.04
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Sandstorm Gold Common Stock (SAND) 0.0 $4.7k 1.0k 4.66