Institute For Wealth Management

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

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

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Portfolio Holdings for Institute for Wealth Management

Institute for Wealth Management holds 449 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
NVIDIA Corporation (NVDA) 6.6 $36M 84k 434.99
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Apple (AAPL) 3.9 $22M 126k 171.21
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Microsoft Corporation (MSFT) 2.8 $16M 49k 315.75
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Invesco Qqq Tr Unit Ser 1 Put Option (Principal) (QQQ) 2.6 $15M -43% 41k 358.27
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Spdr S&p 500 Etf Tr Tr Unit Put Option (Principal) (SPY) 2.2 $12M -11% 29k 427.48
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Amazon (AMZN) 2.0 $11M 89k 127.12
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Adobe Systems Incorporated (ADBE) 1.8 $9.7M 19k 509.91
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Alphabet Cap Stk Cl A (GOOGL) 1.5 $8.0M 61k 130.86
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Starbucks Corporation (SBUX) 1.2 $6.9M 75k 91.27
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Meta Platforms Cl A (META) 1.1 $6.2M 21k 300.21
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Tesla Motors (TSLA) 1.1 $6.0M -4% 24k 250.22
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Costco Wholesale Corporation (COST) 0.9 $4.8M 8.6k 564.97
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.9 $4.8M 66k 72.72
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Lam Research Corporation (LRCX) 0.9 $4.7M 7.5k 626.77
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Texas Instruments Incorporated (TXN) 0.8 $4.6M 29k 159.01
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.8 $4.2M +5% 45k 93.91
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Axon Enterprise (AXON) 0.7 $4.2M 21k 198.99
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Select Sector Spdr Tr Indl (XLI) 0.7 $4.1M 40k 101.38
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Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.7 $4.1M +10% 117k 34.73
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Mastercard Incorporated Cl A (MA) 0.7 $4.0M 10k 395.90
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Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.7 $4.0M 52k 76.99
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.7 $3.9M 49k 80.51
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Vanguard Index Fds Growth Etf (VUG) 0.7 $3.7M 14k 272.31
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Ishares Tr Short Treas Bd (SHV) 0.7 $3.7M +92% 33k 110.47
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Eli Lilly & Co. (LLY) 0.7 $3.6M 6.8k 537.09
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $3.6M -4% 10k 350.31
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United Rentals (URI) 0.6 $3.6M 8.0k 444.54
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Select Sector Spdr Tr Financial (XLF) 0.6 $3.5M 107k 33.17
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Ishares Tr Russell 2000 Etf Call Option (Principal) (IWM) 0.6 $3.5M -60% 20k 176.74
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Walt Disney Company (DIS) 0.6 $3.5M -2% 43k 81.05
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Amgen (AMGN) 0.6 $3.4M 13k 268.76
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Fortinet (FTNT) 0.6 $3.4M 58k 58.68
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Goldman Sachs (GS) 0.6 $3.4M 10k 323.57
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Select Sector Spdr Tr Technology (XLK) 0.6 $3.4M 21k 163.93
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $3.3M 25k 131.79
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Visa Com Cl A (V) 0.6 $3.2M +2% 14k 230.02
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Advanced Micro Devices (AMD) 0.6 $3.2M -2% 31k 102.82
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Abbvie (ABBV) 0.6 $3.1M 21k 149.06
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Boeing Company (BA) 0.5 $3.0M 16k 191.67
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Global X Fds Nasdaq 100 Cover (QYLD) 0.5 $3.0M 182k 16.77
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FedEx Corporation (FDX) 0.5 $2.9M 11k 264.91
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Applied Materials (AMAT) 0.5 $2.8M 20k 138.45
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Global X Fds S&p 500 Covered (XYLD) 0.5 $2.7M 70k 38.89
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Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.5 $2.6M 39k 67.79
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Invesco Exchange Traded Fd T Bloomberg Mvp Mu (BMVP) 0.5 $2.6M +198% 71k 36.79
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Global X Fds Russell 2000 (RYLD) 0.5 $2.5M 148k 17.06
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JPMorgan Chase & Co. (JPM) 0.4 $2.4M 16k 145.02
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Alphabet Cap Stk Cl C (GOOG) 0.4 $2.4M +2% 18k 131.85
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Ishares Tr Russell 3000 Etf (IWV) 0.4 $2.3M 9.4k 245.06
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.4 $2.3M 16k 144.98
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Select Sector Spdr Tr Energy (XLE) 0.4 $2.3M 25k 90.39
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Ishares Tr Europe Etf (IEV) 0.4 $2.3M 47k 47.73
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Bank of America Corporation (BAC) 0.4 $2.2M +2% 82k 27.38
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CSX Corporation (CSX) 0.4 $2.2M 73k 30.75
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Oracle Corporation (ORCL) 0.4 $2.2M 21k 105.92
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $2.2M -4% 38k 57.60
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Paypal Holdings (PYPL) 0.4 $2.1M 37k 58.46
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.4 $2.1M +398% 67k 31.82
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Broadcom (AVGO) 0.4 $2.1M 2.5k 830.47
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Hartford Financial Services (HIG) 0.4 $2.1M 30k 70.91
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Vail Resorts (MTN) 0.4 $2.1M 9.3k 221.89
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Ishares Tr Msci Kld400 Soc (DSI) 0.4 $2.1M +10% 25k 81.41
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.4 $2.0M 9.0k 224.15
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Lowe's Companies (LOW) 0.4 $2.0M 9.7k 207.85
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.4 $2.0M +894% 59k 33.96
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Canadian Pacific Kansas City (CP) 0.4 $2.0M 27k 74.41
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United Parcel Service CL B (UPS) 0.4 $2.0M 13k 155.88
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salesforce (CRM) 0.4 $2.0M -2% 9.7k 202.78
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $1.9M -4% 51k 37.95
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Palo Alto Networks (PANW) 0.3 $1.9M 8.0k 234.43
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Cme (CME) 0.3 $1.9M 9.4k 200.23
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Blackstone Group Inc Com Cl A (BX) 0.3 $1.8M 17k 107.14
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Marathon Petroleum Corp (MPC) 0.3 $1.8M 12k 151.34
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.8M +11% 27k 68.42
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Deere & Company (DE) 0.3 $1.8M 4.7k 377.38
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Home Depot (HD) 0.3 $1.8M 5.8k 302.14
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Bristol Myers Squibb (BMY) 0.3 $1.7M 30k 58.04
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Nike CL B (NKE) 0.3 $1.7M 18k 95.62
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UnitedHealth (UNH) 0.3 $1.6M 3.2k 504.11
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Netflix (NFLX) 0.3 $1.6M 4.2k 377.60
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Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.3 $1.6M +11% 45k 35.47
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.6M 3.7k 429.43
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Qualcomm (QCOM) 0.3 $1.5M 14k 111.06
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Eaton Corp SHS (ETN) 0.3 $1.5M 7.2k 213.28
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EOG Resources (EOG) 0.3 $1.5M 12k 126.76
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Johnson & Johnson (JNJ) 0.3 $1.5M 9.8k 155.74
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Servicenow (NOW) 0.3 $1.5M 2.7k 558.90
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Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.3 $1.5M 41k 36.53
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.3 $1.5M 29k 50.04
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.3 $1.4M +2% 30k 48.50
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Vanguard World Fds Health Car Etf (VHT) 0.3 $1.4M +9% 6.1k 235.12
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CoStar (CSGP) 0.3 $1.4M -2% 19k 76.89
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American Express Company (AXP) 0.3 $1.4M -2% 9.5k 149.18
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Caterpillar (CAT) 0.3 $1.4M 5.1k 273.02
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Morgan Stanley Com New (MS) 0.2 $1.4M 17k 81.67
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $1.4M -4% 20k 70.76
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Comcast Corp Cl A (CMCSA) 0.2 $1.4M 31k 44.34
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Waste Management (WM) 0.2 $1.4M 8.9k 152.45
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Spdr Ser Tr S&p Homebuild (XHB) 0.2 $1.3M 17k 76.57
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Blackstone Mtg Tr Com Cl A (BXMT) 0.2 $1.3M +56% 61k 21.75
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Vmware Cl A Com (VMW) 0.2 $1.3M -3% 8.0k 166.48
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $1.3M +2% 25k 53.56
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Anthem (ELV) 0.2 $1.3M 3.0k 435.42
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ConocoPhillips (COP) 0.2 $1.3M 11k 119.80
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Cigna Corp (CI) 0.2 $1.3M +9% 4.4k 286.10
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Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $1.2M 3.6k 347.77
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General Electric Com New (GE) 0.2 $1.2M 11k 110.55
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General Motors Company (GM) 0.2 $1.2M 37k 32.97
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Raytheon Technologies Corp (RTX) 0.2 $1.2M 17k 71.97
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $1.2M -36% 3.6k 334.96
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Vanguard World Fds Inf Tech Etf (VGT) 0.2 $1.2M -13% 2.9k 414.95
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.2M -4% 28k 43.72
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Dell Technologies CL C (DELL) 0.2 $1.2M 18k 68.90
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Vaneck Etf Trust Biotech Etf (BBH) 0.2 $1.2M 7.8k 155.73
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Hyatt Hotels Corp Com Cl A (H) 0.2 $1.2M 11k 106.08
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Cheniere Energy Com New (LNG) 0.2 $1.2M 7.2k 165.95
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Invesco Exchange Traded Fd T Biotechnology (PBE) 0.2 $1.2M 21k 57.04
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Virtus Etf Tr Ii Virtus Us Qlty (JOET) 0.2 $1.2M 42k 27.89
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Ishares Msci Jpn Etf New (EWJ) 0.2 $1.2M 19k 60.29
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Lockheed Martin Corporation (LMT) 0.2 $1.2M 2.8k 408.97
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Hess (HES) 0.2 $1.1M 7.4k 153.00
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Kla Corp Com New (KLAC) 0.2 $1.1M 2.5k 458.66
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Novo-nordisk A S Adr (NVO) 0.2 $1.1M +261% 12k 90.94
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Booking Holdings (BKNG) 0.2 $1.1M 358.00 3083.95
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Union Pacific Corporation (UNP) 0.2 $1.1M 5.2k 203.62
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Marriott Intl Cl A (MAR) 0.2 $1.1M 5.4k 196.57
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Pfizer (PFE) 0.2 $1.1M 32k 33.17
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Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.2 $1.0M 21k 48.51
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Cisco Systems (CSCO) 0.2 $1.0M 19k 53.76
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Honeywell International (HON) 0.2 $1.0M -3% 5.6k 184.76
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Blackstone Secd Lending Common Stock (BXSL) 0.2 $1.0M NEW 38k 27.36
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.0M 15k 69.78
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $1.0M 17k 59.97
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Gartner (IT) 0.2 $997k 2.9k 343.61
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McDonald's Corporation (MCD) 0.2 $994k 3.8k 263.47
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Travelers Companies (TRV) 0.2 $993k 6.1k 163.30
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American Intl Group Com New (AIG) 0.2 $992k 16k 60.60
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Lennar Corp Cl A (LEN) 0.2 $991k 8.8k 112.23
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Invesco Exchange Traded Fd T S&p Spin Off (CSD) 0.2 $985k 18k 56.03
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Wal-Mart Stores (WMT) 0.2 $984k 6.2k 159.92
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Central Securities (CET) 0.2 $984k 28k 35.45
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Vanguard World Fds Consum Dis Etf (VCR) 0.2 $972k 3.6k 269.35
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Sherwin-Williams Company (SHW) 0.2 $969k -3% 3.8k 255.06
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Vanguard World Fds Energy Etf (VDE) 0.2 $969k +9% 7.6k 126.73
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Invesco Exchange Traded Fd T Pharmaceuticals (PJP) 0.2 $953k 13k 72.37
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Block Cl A (SQ) 0.2 $942k 21k 44.26
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First Tr Value Line Divid In SHS (FVD) 0.2 $939k 25k 37.39
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $933k 24k 39.21
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Procter & Gamble Company (PG) 0.2 $927k 6.4k 145.87
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Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.2 $924k 55k 16.71
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Abbott Laboratories (ABT) 0.2 $920k -2% 9.5k 96.85
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Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.2 $916k +11% 7.7k 119.39
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $912k +3% 12k 75.66
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Vanguard World Fds Financials Etf (VFH) 0.2 $907k NEW 11k 80.32
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $904k -3% 5.8k 155.38
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Ishares Tr Msci Usa Min Vol (USMV) 0.2 $884k +3% 12k 72.38
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Phillips 66 (PSX) 0.2 $880k 7.3k 120.15
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Merck & Co (MRK) 0.2 $876k 8.5k 102.95
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $862k -6% 2.2k 392.69
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Prudential Financial (PRU) 0.2 $856k 9.0k 94.89
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $853k +10% 9.9k 86.30
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $849k 5.3k 159.48
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John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.2 $836k +2% 16k 53.02
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Marvell Technology (MRVL) 0.2 $835k -4% 15k 54.13
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Danaher Corporation (DHR) 0.2 $833k 3.4k 248.14
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Wisdomtree Tr Us Ai Enhanced (AIVL) 0.1 $821k 9.2k 88.97
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Madison Square Grdn Sprt Cor Cl A (MSGS) 0.1 $819k 4.6k 176.30
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Wynn Resorts (WYNN) 0.1 $808k 8.7k 92.41
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $799k -2% 14k 57.93
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The Trade Desk Com Cl A (TTD) 0.1 $797k 10k 78.15
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Ishares Esg Awr Msci Em (ESGE) 0.1 $796k +7% 26k 30.28
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Vanguard World Fds Comm Srvc Etf (VOX) 0.1 $796k 7.6k 105.19
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Dupont De Nemours (DD) 0.1 $786k 11k 74.59
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Verizon Communications (VZ) 0.1 $785k +17% 24k 32.41
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Chevron Corporation (CVX) 0.1 $782k 4.6k 168.60
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Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.1 $779k 8.8k 88.25
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eBay (EBAY) 0.1 $779k 18k 44.09
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Pulte (PHM) 0.1 $778k 11k 74.05
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Ford Motor Company (F) 0.1 $772k -6% 62k 12.42
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Intuitive Surgical Com New (ISRG) 0.1 $770k 2.6k 292.29
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Nucor Corporation (NUE) 0.1 $758k -5% 4.8k 156.34
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Exxon Mobil Corporation (XOM) 0.1 $754k -5% 6.4k 117.58
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Regeneron Pharmaceuticals (REGN) 0.1 $754k 916.00 822.96
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $754k +56% 5.6k 135.55
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $747k +393% 23k 32.99
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $747k 4.6k 160.99
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Fiserv (FI) 0.1 $741k -4% 6.6k 112.96
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Spdr Ser Tr Nyse Tech Etf (XNTK) 0.1 $728k 5.3k 136.60
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Wisdomtree Tr Us Total Dividnd (DTD) 0.1 $724k -2% 12k 60.17
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Paramount Global 5.75% Conv Pfd A (PARAP) 0.1 $710k +12% 40k 17.75
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St. Joe Company (JOE) 0.1 $710k 13k 54.33
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $699k -3% 11k 66.88
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Wisdomtree Tr Us Midcap Fund (EZM) 0.1 $695k 14k 50.74
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Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.1 $687k 15k 46.80
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FactSet Research Systems (FDS) 0.1 $687k 1.6k 437.29
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $686k 7.3k 94.19
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Fair Isaac Corporation (FICO) 0.1 $683k 786.00 868.53
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Iridium Communications (IRDM) 0.1 $679k +7% 15k 45.49
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At&t (T) 0.1 $670k +19% 45k 15.02
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Citigroup Com New (C) 0.1 $669k -2% 16k 41.13
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John Hancock Exchange Traded Multi Intl Etf (JHMD) 0.1 $666k +3% 22k 29.91
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TJX Companies (TJX) 0.1 $664k 7.5k 88.88
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $655k -9% 1.4k 456.60
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $655k -4% 15k 45.30
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $651k 12k 52.49
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U Haul Holding Company Com Ser N (UHAL.B) 0.1 $648k 12k 52.39
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Hca Holdings (HCA) 0.1 $648k 2.6k 245.99
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Diamondback Energy (FANG) 0.1 $646k -3% 4.2k 154.87
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Valero Energy Corporation (VLO) 0.1 $636k 4.5k 141.71
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Snowflake Cl A (SNOW) 0.1 $636k 4.2k 152.78
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Seagen (SGEN) 0.1 $632k 3.0k 212.15
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Spdr Ser Tr S&p Regl Bkg (KRE) 0.1 $632k -5% 15k 41.77
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Vermilion Energy (VET) 0.1 $621k 43k 14.62
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $621k 2.0k 307.17
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $617k -4% 4.4k 141.68
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Vanguard Index Fds Value Etf (VTV) 0.1 $608k -4% 4.4k 137.95
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $606k -8% 8.1k 75.15
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Msci (MSCI) 0.1 $599k 1.2k 513.08
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Thermo Fisher Scientific (TMO) 0.1 $598k +15% 1.2k 505.96
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Activision Blizzard (ATVI) 0.1 $598k -4% 6.4k 93.63
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Ishares Tr U.s. Pharma Etf (IHE) 0.1 $596k 3.4k 176.97
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $594k -4% 12k 47.83
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Spdr Ser Tr S&p Biotech (XBI) 0.1 $592k 8.1k 73.02
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Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.1 $590k -5% 12k 49.70
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Skyworks Solutions (SWKS) 0.1 $586k 5.9k 98.59
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $585k 6.7k 86.74
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International Business Machines (IBM) 0.1 $580k 4.1k 140.29
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $580k -3% 17k 33.59
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Ishares Tr Us Trsprtion (IYT) 0.1 $579k 2.5k 233.81
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Choice Hotels International (CHH) 0.1 $576k 4.7k 122.51
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Pepsi (PEP) 0.1 $575k 3.4k 169.43
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Intuit (INTU) 0.1 $567k 1.1k 510.94
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PerkinElmer (RVTY) 0.1 $558k -3% 5.0k 110.70
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Gilead Sciences (GILD) 0.1 $557k 7.4k 74.94
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Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $552k -36% 13k 41.51
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.1 $550k NEW 6.0k 91.24
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Dow (DOW) 0.1 $546k 11k 51.56
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Cummins (CMI) 0.1 $545k 2.4k 228.47
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Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.1 $544k 12k 45.62
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Airbnb Com Cl A (ABNB) 0.1 $542k +84% 3.9k 137.21
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Emerson Electric (EMR) 0.1 $536k 5.6k 96.56
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Automatic Data Processing (ADP) 0.1 $536k 2.2k 240.58
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Genuine Parts Company (GPC) 0.1 $534k 3.7k 144.39
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Vanguard World Fds Industrial Etf (VIS) 0.1 $532k 2.7k 194.97
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Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $531k 12k 45.75
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MetLife (MET) 0.1 $528k 8.4k 62.91
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Etf Ser Solutions Us Glb Jets (JETS) 0.1 $523k 31k 17.03
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $517k 4.0k 128.74
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Moody's Corporation (MCO) 0.1 $514k 1.6k 316.18
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $507k 3.6k 139.71
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Ellsworth Fund (ECF) 0.1 $505k 63k 8.05
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TCW Strategic Income Fund (TSI) 0.1 $502k -11% 110k 4.58
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Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $501k 16k 30.66
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Occidental Petroleum Corporation (OXY) 0.1 $501k +11% 7.7k 64.88
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Calamos Conv Opportunities & Sh Ben Int (CHI) 0.1 $499k +4% 47k 10.54
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Charter Communications Inc N Cl A (CHTR) 0.1 $498k -5% 1.1k 439.68
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Healthequity (HQY) 0.1 $496k 6.8k 73.05
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Corteva (CTVA) 0.1 $496k 9.7k 51.16
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Proshares Tr Pshs Ultra Qqq (QLD) 0.1 $490k 8.3k 59.35
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Ishares Tr Micro-cap Etf (IWC) 0.1 $488k +62% 4.9k 100.10
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Intel Corporation (INTC) 0.1 $484k +5% 14k 35.55
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Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.1 $483k 25k 19.19
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Lululemon Athletica (LULU) 0.1 $478k -5% 1.2k 385.61
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McKesson Corporation (MCK) 0.1 $471k 1.1k 434.93
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Schlumberger Com Stk (SLB) 0.1 $471k 8.1k 58.30
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Vanguard World Fds Materials Etf (VAW) 0.1 $469k +11% 2.7k 172.55
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Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.1 $469k 9.7k 48.15
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Liberty All Star Equity Sh Ben Int (USA) 0.1 $468k 79k 5.92
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Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) 0.1 $465k 10k 45.84
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Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $459k 5.8k 78.55
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Vanguard World Extended Dur (EDV) 0.1 $453k NEW 6.5k 70.03
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CVS Caremark Corporation (CVS) 0.1 $451k -8% 6.5k 69.81
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Zoetis Cl A (ZTS) 0.1 $447k 2.6k 173.98
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $446k 1.1k 399.38
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Draftkings Com Cl A (DKNG) 0.1 $444k +4% 15k 29.44
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Nuveen Dow 30 Dynmc Overwrt SHS (DIAX) 0.1 $441k 32k 13.70
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Ishares Tr Ishares Biotech (IBB) 0.1 $432k +2% 3.5k 122.28
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Wells Fargo & Company (WFC) 0.1 $431k -3% 11k 40.86
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Vanguard World Mega Grwth Ind (MGK) 0.1 $426k +6% 1.9k 226.93
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Howmet Aerospace (HWM) 0.1 $424k 9.2k 46.25
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S&p Global (SPGI) 0.1 $423k 1.2k 365.41
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Qorvo (QRVO) 0.1 $421k 4.4k 95.47
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Suncor Energy (SU) 0.1 $411k 12k 34.38
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Gabelli Dividend & Income Trust (GDV) 0.1 $410k -9% 21k 19.44
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Paramount Global Class B Com (PARA) 0.1 $406k 32k 12.90
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Novartis Sponsored Adr (NVS) 0.1 $406k -8% 4.0k 101.87
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Elanco Animal Health (ELAN) 0.1 $402k 36k 11.24
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Wisdomtree Tr Us Midcap Divid (DON) 0.1 $401k 9.8k 40.96
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Quanta Services (PWR) 0.1 $398k -4% 2.1k 187.07
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Flexshares Tr Hig Yld Vl Etf (HYGV) 0.1 $394k -2% 9.9k 39.76
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Masco Corporation (MAS) 0.1 $390k 7.3k 53.45
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Linde SHS (LIN) 0.1 $387k 1.0k 372.35
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Carrier Global Corporation (CARR) 0.1 $385k -7% 7.0k 55.20
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Essential Utils (WTRG) 0.1 $384k 11k 34.33
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $384k +42% 2.9k 130.96
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Astrazeneca Sponsored Adr (AZN) 0.1 $383k 5.7k 67.72
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Target Corporation (TGT) 0.1 $381k -2% 3.4k 110.56
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Coca-Cola Company (KO) 0.1 $380k 6.8k 55.98
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Arch Cap Group Ord (ACGL) 0.1 $374k 4.7k 79.71
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Dillards Cl A (DDS) 0.1 $373k 1.1k 330.78
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Sphere Entertainment Cl A (SPHR) 0.1 $372k 11k 34.97
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Alaska Air (ALK) 0.1 $371k 10k 37.08
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Yum! Brands (YUM) 0.1 $371k -2% 3.0k 124.95
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Us Bancorp Del Com New (USB) 0.1 $371k 11k 33.06
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Edwards Lifesciences (EW) 0.1 $369k 5.3k 69.28
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $359k 5.0k 71.62
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Corning Incorporated (GLW) 0.1 $353k 12k 30.47
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F5 Networks (FFIV) 0.1 $351k 2.2k 161.14
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American Tower Reit (AMT) 0.1 $350k +8% 2.1k 164.45
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Apa Corporation (APA) 0.1 $350k 8.5k 41.10
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $348k +42% 3.8k 91.81
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Mondelez Intl Cl A (MDLZ) 0.1 $347k 5.0k 69.40
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American Electric Power Company (AEP) 0.1 $346k 4.6k 75.22
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $346k NEW 7.3k 47.28
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $342k -6% 2.3k 151.82
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Endava Ads (DAVA) 0.1 $342k 6.0k 57.35
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Advanced Drain Sys Inc Del (WMS) 0.1 $342k 3.0k 113.83
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Kkr & Co (KKR) 0.1 $341k -7% 5.5k 61.60
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Crown Castle Intl (CCI) 0.1 $341k 3.7k 92.03
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $339k 1.6k 212.40
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Ishares Msci Mexico Etf (EWW) 0.1 $339k 5.8k 58.23
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Radian (RDN) 0.1 $339k 14k 25.11
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Allstate Corporation (ALL) 0.1 $336k -4% 3.0k 111.41
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $334k 2.2k 153.84
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $326k +69% 1.7k 194.77
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Metropcs Communications (TMUS) 0.1 $326k 2.3k 140.05
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Micron Technology (MU) 0.1 $323k 4.7k 68.03
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Absci Corp (ABSI) 0.1 $321k 243k 1.32
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MGM Resorts International. (MGM) 0.1 $320k 8.7k 36.76
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Spdr Gold Tr Gold Shs (GLD) 0.1 $319k 1.9k 171.41
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Spdr Ser Tr S&p Retail Etf (XRT) 0.1 $313k 5.1k 60.86
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Virtus Allianzgi Equity & Conv (NIE) 0.1 $312k 16k 19.89
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Nortonlifelock (GEN) 0.1 $311k -16% 18k 17.68
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Key (KEY) 0.1 $309k 29k 10.76
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First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $308k 3.0k 103.99
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Dollar General (DG) 0.1 $307k 2.9k 105.80
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General Mills (GIS) 0.1 $307k 4.8k 63.99
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BlackRock Enhanced Capital and Income (CII) 0.1 $305k 16k 18.65
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Charles Schwab Corporation (SCHW) 0.1 $305k -4% 5.5k 54.90
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Intercontinental Exchange (ICE) 0.1 $304k 2.8k 110.04
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $300k +41% 3.4k 88.70
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Electronic Arts (EA) 0.1 $298k 2.5k 120.40
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Vanguard World Mega Cap Index (MGC) 0.1 $298k 2.0k 151.87
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Ishares Tr Tips Bd Etf (TIP) 0.1 $297k -2% 2.9k 103.71
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Red Rock Resorts Cl A (RRR) 0.1 $297k 7.2k 41.00
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Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.1 $296k -2% 21k 14.07
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Devon Energy Corporation (DVN) 0.1 $294k +12% 6.2k 47.70
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Southern Company (SO) 0.1 $293k 4.5k 64.72
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Totalenergies Se Sponsored Ads (TTE) 0.1 $293k 4.5k 65.76
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $291k -8% 4.2k 68.82
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PNC Financial Services (PNC) 0.1 $291k 2.4k 122.75
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Vaneck Etf Trust Ig Floating Rate (FLTR) 0.1 $291k -9% 12k 25.29
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $289k -29% 2.8k 103.32
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