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IAG Wealth Partners

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

Top 5 stock holdings are SPLG, SPDW, MMIT, DLN, GSLC, and represent 38.89% of IAG Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: MMIT, AVDE, SPDW, GTO, OMFS, SJNK, DFIS, DON, DLN, VUG.
Started 24 new stock positions in HBI, XEL, MCS, DDOG, MGM, FOX, MAR, PKST, JCI, Arm Holdings. KAVL, NIC, LOGI, VXUS, ERF, ATUS, TKO Group Holdings, AAL, BEP, AGG, SPGP, ETSY, GILD, AIM.
Reduced shares in these 10 stocks: JMST, USFR, GSLC, MTUM, IVV, GSIE, SPLG, PULS, PBUS, SPTM.
Sold out of its positions in ADC, ARE, AMT, BBWI, COP, EMBC, FTCH, BTO, INTC, RWL.
IAG Wealth Partners was a net seller of stock by $-5.4M.
IAG Wealth Partners has $359M in assets under management (AUM), dropping by -5.21%.
Central Index Key (CIK): 0001827261

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