Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Institute For Wealth Management

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

Top 5 stock holdings are NVDA, AAPL, MSFT, QQQ, SPY, and represent 18.10% of Institute for Wealth Management's stock portfolio.
Added to shares of these 10 stocks: XLG, SHV, BMVP, PRF, BXSL, VFH, NVO, PRFZ, SPGP, BXMT.
Started 19 new stock positions in DMB, EDV, ACRE, SHEL, SE, BCX, SBLK, MUI, OLED, BXSL. SYY, TFLO, RITM, MVT, SPGP, ARI, VTIP, OKE, VFH.
Reduced shares in these 10 stocks: QQQ (-$11M), IWM (-$5.4M), BRK.A, SPY, , DIA, , VDC, AAPL, PZZA.
Sold out of its positions in AEG, Ayro Ord, BRK.A, DDOG, ETY, ECL, EIX, IDXX, PSI, LQD. IEF, EFA, IJR, OTIS, PZZA, MINT, PSA, SPIB, MMM, VPU, WCN, WFG, ZI, MDT.
Institute for Wealth Management was a net seller of stock by $-14M.
Institute for Wealth Management has $555M in assets under management (AUM), dropping by -6.26%.
Central Index Key (CIK): 0001533954

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

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