JDM Financial Group
Latest statistics and disclosures from JDM Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, BKLC, XHLF, IVV, SPDW, and represent 52.75% of JDM Financial Group's stock portfolio.
- Added to shares of these 10 stocks: BKLC (+$20M), XHLF (+$15M), IBDR, SGOV, SPDW, VB, BUFF, VNQ, VO, SPEM.
- Started 211 new stock positions in KLAC, ADI, CI, IDXX, PLTR, AMAT, CDNS, CATX, TER, SLB.
- Reduced shares in these 10 stocks: IVV, SPYG, VOO, SPLG, SPYV, VWO, SPY, IBTI, IBTE, IEFA.
- Sold out of its positions in HAUZ, LIT, PBW, ITOT, AGG, IWS, IWP, IOO, IWO, IEUS. AOK, IBTI, IBTE, IsoRay, JHMM, SLYG, SCHD, VGK.
- JDM Financial Group was a net buyer of stock by $35M.
- JDM Financial Group has $184M in assets under management (AUM), dropping by 34.09%.
- Central Index Key (CIK): 0001960212
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Portfolio Holdings for JDM Financial Group
JDM Financial Group holds 406 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard S&p 500 Etf Etf (VOO) | 19.3 | $36M | -5% | 67k | 527.67 |
|
| Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC) | 10.9 | $20M | NEW | 183k | 109.56 |
|
| Bondbloxx Bloomberg Six Month Target Duration Us Treasury Etf Etf (XHLF) | 7.9 | $15M | NEW | 288k | 50.44 |
|
| Ishares S&p 500 Index Etf (IVV) | 7.8 | $14M | -23% | 25k | 576.83 |
|
| Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) | 6.8 | $13M | +17% | 335k | 37.56 |
|
| Vanguard Mid Cap Etf (VO) | 5.6 | $10M | +15% | 39k | 263.83 |
|
| Vanguard Small-cap Etf Etf (VB) | 5.5 | $10M | +19% | 43k | 237.21 |
|
| Spdr Portfolio Emerging Markets Etf Etf (SPEM) | 3.5 | $6.5M | +25% | 157k | 41.28 |
|
| Vanguard Reit Index Etf Etf (VNQ) | 3.2 | $5.8M | +33% | 60k | 97.42 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 3.1 | $5.6M | -13% | 9.8k | 573.77 |
|
| Apple Stock (AAPL) | 2.6 | $4.9M | 21k | 233.00 |
|
|
| Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) | 2.1 | $3.9M | -40% | 47k | 82.94 |
|
| Spdr Portfolio S&p 500 Etf Etf (SPLG) | 1.8 | $3.4M | -34% | 50k | 67.51 |
|
| Spdr Portfolio S&p 500 Value Etf Etf (SPYV) | 1.8 | $3.3M | -34% | 63k | 52.86 |
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 1.7 | $3.1M | -6% | 58k | 52.81 |
|
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 1.1 | $2.0M | -43% | 42k | 47.85 |
|
| Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) | 1.1 | $2.0M | NEW | 80k | 24.30 |
|
| Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) | 1.1 | $1.9M | NEW | 19k | 100.72 |
|
| Ishares Core Msci Eafe Etf Etf (IEFA) | 1.0 | $1.8M | -18% | 23k | 78.05 |
|
| Innovator Laddered Allocation Power Buffer Etf Etf (BUFF) | 0.8 | $1.6M | NEW | 35k | 44.12 |
|
| Nvidia Corporation Stock (NVDA) | 0.8 | $1.4M | +781% | 11k | 131.96 |
|
| Bondbloxx Irm Tax-aware Short Duration Etf Etf (TAXX) | 0.7 | $1.2M | NEW | 24k | 50.79 |
|
| Powershares Qqq Tr Etf (QQQ) | 0.6 | $1.2M | +7% | 2.4k | 488.12 |
|
| Invesco Nasdaq 100 Etf Etf (QQQM) | 0.5 | $950k | +21% | 4.7k | 200.86 |
|
| Innovator U.s. Equity Power Buffer Etf - June Etf (PJUN) | 0.4 | $791k | NEW | 21k | 36.88 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.4 | $722k | -25% | 3.3k | 220.88 |
|
| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.4 | $692k | -33% | 12k | 57.41 |
|
| Spdr Dow Jones Industrial Etf Etf (DIA) | 0.3 | $630k | -15% | 1.5k | 423.12 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.3 | $590k | -2% | 7.1k | 83.63 |
|
| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.3 | $493k | -8% | 11k | 45.86 |
|
| Simon Property Group Reit (SPG) | 0.2 | $451k | -27% | 2.7k | 169.00 |
|
| Exxon Mobil Corp Stock (XOM) | 0.2 | $416k | 3.6k | 117.22 |
|
|
| Amazon.com Stock (AMZN) | 0.2 | $414k | +6% | 2.2k | 186.33 |
|
| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.2 | $407k | +3% | 714.00 | 569.66 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.2 | $386k | +12% | 839.00 | 460.26 |
|
| Technology Select Sector Spdr Etf (XLK) | 0.2 | $363k | 1.6k | 225.73 |
|
|
| Google Stock (GOOGL) | 0.2 | $362k | +4% | 2.2k | 165.82 |
|
| Schwab U.s. Large-cap Etf Etf (SCHX) | 0.2 | $356k | -39% | 5.2k | 67.85 |
|
| Microsoft Stock (MSFT) | 0.2 | $337k | +13% | 784.00 | 430.38 |
|
| Ishares Msci World Etf Etf (URTH) | 0.2 | $316k | -34% | 2.0k | 156.91 |
|
| Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) | 0.2 | $309k | -11% | 6.8k | 45.51 |
|
| Vanguard California Tax-exempt Bond Etf Etf (VTEC) | 0.2 | $307k | NEW | 3.0k | 101.38 |
|
| Vanguard Growth Etf Etf (VUG) | 0.2 | $286k | 744.00 | 383.93 |
|
|
| Ishares Ibonds Dec 2029 Term Treasury Etf Etf (IBTJ) | 0.1 | $272k | NEW | 12k | 22.11 |
|
| Ishares Ibonds Dec 2031 Term Treasury Etf Etf (IBTL) | 0.1 | $266k | NEW | 13k | 20.82 |
|
| Ishares Ibonds Dec 2030 Term Treasury Etf Etf (IBTK) | 0.1 | $266k | NEW | 13k | 20.05 |
|
| Vanguard Value Etf Etf (VTV) | 0.1 | $228k | -7% | 1.3k | 174.51 |
|
| Innovator U.s. Equity Power Buffer Etf - May Etf (PMAY) | 0.1 | $222k | NEW | 6.3k | 35.24 |
|
| Ishares U.s. Aerospace & Defense Etf Etf (ITA) | 0.1 | $214k | +5% | 1.4k | 149.61 |
|
| Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) | 0.1 | $205k | -23% | 3.8k | 54.68 |
|
| Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 0.1 | $173k | NEW | 964.00 | 179.30 |
|
| Tesla Motors Stock (TSLA) | 0.1 | $166k | NEW | 635.00 | 261.63 |
|
| Costco Wholesale Corp Stock (COST) | 0.1 | $159k | +3% | 179.00 | 886.52 |
|
| Airbnb Inc Com Cl A Stock (ABNB) | 0.1 | $152k | 1.2k | 126.81 |
|
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.1 | $142k | 377.00 | 375.79 |
|
|
| Ishares S&p 500 Growth Etf Etf (IVW) | 0.1 | $125k | 1.3k | 95.75 |
|
|
| Sempra Energy Stock (SRE) | 0.1 | $118k | 1.4k | 83.63 |
|
|
| Ishares Russell 2000 Value Etf (IWN) | 0.1 | $114k | -46% | 685.00 | 166.82 |
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.1 | $106k | +61% | 1.7k | 62.32 |
|
| Gilead Sciences Stock (GILD) | 0.1 | $101k | +3% | 1.2k | 83.84 |
|
| Palo Alto Networks Stock (PANW) | 0.0 | $90k | 263.00 | 341.80 |
|
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.0 | $90k | +10% | 536.00 | 167.27 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.0 | $87k | 307.00 | 283.16 |
|
|
| Amgen Stock (AMGN) | 0.0 | $81k | +2% | 252.00 | 322.21 |
|
| Procter And Gamble Stock (PG) | 0.0 | $79k | +29% | 456.00 | 173.20 |
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.0 | $76k | +4% | 652.00 | 116.96 |
|
| Johnson & Johnson Stock (JNJ) | 0.0 | $75k | +63% | 462.00 | 161.89 |
|
| Schwab U.s. Reit Etf Etf (SCHH) | 0.0 | $75k | NEW | 3.2k | 23.17 |
|
| Cardinal Health Stock (CAH) | 0.0 | $68k | 612.00 | 110.52 |
|
|
| Schwab International Equity Etf Etf (SCHF) | 0.0 | $67k | 1.6k | 41.12 |
|
|
| Vanguard S&p 500 Growth Etf Etf (VOOG) | 0.0 | $67k | 194.00 | 345.29 |
|
|
| Schwab Emerging Markets Equity Etf Etf (SCHE) | 0.0 | $66k | -20% | 2.3k | 29.18 |
|
| Ishares Cohen & Steers Reit Etf Etf (ICF) | 0.0 | $65k | 980.00 | 65.91 |
|
|
| Vanguard Large-cap Etf Etf (VV) | 0.0 | $64k | -73% | 241.00 | 263.29 |
|
| Ishares Msci Eafe Small Cap Etf Etf (SCZ) | 0.0 | $63k | -55% | 928.00 | 67.72 |
|
| Baxter Intl Stock (BAX) | 0.0 | $63k | 1.6k | 37.97 |
|
|
| Grayscale Bitcoin Trust Etf (GBTC) | 0.0 | $60k | 1.2k | 50.50 |
|
|
| Equinix Reit (EQIX) | 0.0 | $60k | 67.00 | 887.63 |
|
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.0 | $58k | +78% | 293.00 | 198.06 |
|
| Vanguard S&p 500 Value Etf Etf (VOOV) | 0.0 | $55k | 290.00 | 190.72 |
|
|
| Ge Aerospace Stock (GE) | 0.0 | $54k | +5% | 285.00 | 188.77 |
|
| Chevron Corp Stock (CVX) | 0.0 | $54k | +56% | 363.00 | 147.27 |
|
| Boeing Stock (BA) | 0.0 | $53k | -5% | 351.00 | 152.04 |
|
| Walmart Stock (WMT) | 0.0 | $53k | +9% | 657.00 | 80.79 |
|
| Ishares Msci Intl Quality Factor Etf Etf (IQLT) | 0.0 | $52k | NEW | 1.2k | 41.49 |
|
| Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) | 0.0 | $50k | 400.00 | 125.96 |
|
|
| Dimensional Us Marketwide Value Etf Etf (DFUV) | 0.0 | $50k | NEW | 1.2k | 41.69 |
|
| Ishares Msci Usa Momentum Factor Etf Etf (MTUM) | 0.0 | $50k | NEW | 246.00 | 202.76 |
|
| Visa Stock (V) | 0.0 | $49k | +7% | 178.00 | 274.76 |
|
| Spdr Ice Preferred Securities Etf Etf (PSK) | 0.0 | $48k | 1.4k | 35.66 |
|
|
| Merck & Co Stock (MRK) | 0.0 | $47k | +4% | 417.00 | 113.56 |
|
| Perspective Therapeutics Stock (CATX) | 0.0 | $47k | NEW | 3.5k | 13.35 |
|
| Ishares S&p U.s. Preferred Stock Etf Etf (PFF) | 0.0 | $47k | 1.4k | 33.23 |
|
|
| Vanguard Total World Stock Etf Etf (VT) | 0.0 | $45k | 377.00 | 119.70 |
|
|
| Goldman Sachs Group Stock (GS) | 0.0 | $42k | NEW | 85.00 | 495.11 |
|
| Abbott Labs Stock (ABT) | 0.0 | $41k | +51% | 363.00 | 114.01 |
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $41k | 215.00 | 189.65 |
|
|
| Ishares Select Dividend Etf Etf (DVY) | 0.0 | $41k | +33% | 300.00 | 135.07 |
|
| Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) | 0.0 | $39k | 625.00 | 62.96 |
|
|
| Texas Instrs Stock (TXN) | 0.0 | $39k | +6% | 190.00 | 206.57 |
|
| Energy Select Sector Spdr Etf (XLE) | 0.0 | $39k | 443.00 | 87.80 |
|
|
| Spdr Gold Etf Etf (GLD) | 0.0 | $38k | 155.00 | 243.06 |
|
|
| Ishares Msci India Etf Etf (INDA) | 0.0 | $37k | 632.00 | 58.53 |
|
|
| Home Depot Stock (HD) | 0.0 | $37k | +16% | 90.00 | 405.20 |
|
| Ishares Msci Usa Min Vol Factor Etf Etf (USMV) | 0.0 | $35k | 383.00 | 91.31 |
|
|
| Eaton Corp Stock (ETN) | 0.0 | $35k | +4% | 104.00 | 331.44 |
|
| Baidu Adr (BIDU) | 0.0 | $34k | 325.00 | 105.29 |
|
|
| Broadcom Stock (AVGO) | 0.0 | $32k | +1323% | 185.00 | 172.50 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.0 | $30k | NEW | 52.00 | 572.44 |
|
| Invesco Preferred Etf Etf (PGX) | 0.0 | $29k | 2.4k | 12.35 |
|
|
| Vanguard Small-cap Growth Etf Etf (VBK) | 0.0 | $29k | -66% | 108.00 | 267.37 |
|
| Vanguard Small Cap Value Etf Etf (VBR) | 0.0 | $28k | -65% | 140.00 | 200.78 |
|
| Ishares Tr S&p 100 Index Fund Etf (OEF) | 0.0 | $28k | -45% | 100.00 | 276.76 |
|
| Wells Fargo Stock (WFC) | 0.0 | $28k | +4% | 486.00 | 56.49 |
|
| Invesco Financial Preferred Etf Etf (PGF) | 0.0 | $27k | +3% | 1.7k | 15.66 |
|
| Ishares Russell 3000 Etf Etf (IWV) | 0.0 | $24k | 73.00 | 326.16 |
|
|
| Ishares U.s. Technology Etf Etf (IYW) | 0.0 | $23k | 151.00 | 151.91 |
|
|
| Consolidated Edison Stock (ED) | 0.0 | $22k | NEW | 212.00 | 104.13 |
|
| Unitedhealth Group Stock (UNH) | 0.0 | $22k | +42% | 37.00 | 584.68 |
|
| Waste Management Stock (WM) | 0.0 | $21k | +94% | 103.00 | 207.60 |
|
| Abrdn Physical Gold Shares Etf Etf (SGOL) | 0.0 | $21k | 850.00 | 25.13 |
|
|
| Eli Lilly & Co Stock (LLY) | 0.0 | $21k | +60% | 24.00 | 885.96 |
|
| Metlife Stock (MET) | 0.0 | $21k | 250.00 | 82.48 |
|
|
| Ishares Biotechnology Etf Etf (IBB) | 0.0 | $20k | 139.00 | 145.63 |
|
|
| Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN) | 0.0 | $20k | 481.00 | 41.32 |
|
|
| Qualcomm Stock (QCOM) | 0.0 | $20k | +9% | 115.00 | 170.05 |
|
| Innovator U.s. Equity Buffer Etf - August Etf (BAUG) | 0.0 | $20k | 456.00 | 42.78 |
|
|
| Coca Cola Stock (KO) | 0.0 | $19k | +22% | 268.00 | 71.86 |
|
| Ishares Europe Etf Etf (IEV) | 0.0 | $19k | +2% | 330.00 | 58.25 |
|
| Innovator U.s. Equity Buffer Etf - February Etf (BFEB) | 0.0 | $19k | 450.00 | 41.96 |
|
|
| Ge Vernova Stock (GEV) | 0.0 | $18k | NEW | 72.00 | 254.99 |
|
| Avantis Emerging Markets Ex-china Equity Etf Etf (AVXC) | 0.0 | $18k | NEW | 334.00 | 54.11 |
|
| Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS) | 0.0 | $18k | 178.00 | 99.58 |
|
|
| Advanced Micro Devices Stock (AMD) | 0.0 | $17k | +19% | 106.00 | 164.08 |
|
| Honeywell Intl Stock (HON) | 0.0 | $17k | NEW | 84.00 | 206.71 |
|
| Intuitive Surgical Stock (ISRG) | 0.0 | $17k | +17% | 34.00 | 491.26 |
|
| Wisdomtree U.s. Ai Enhanced Value Fund Etf (AIVL) | 0.0 | $17k | NEW | 150.00 | 111.30 |
|
| Avantis U.s. Small Cap Value Etf Etf (AVUV) | 0.0 | $17k | NEW | 173.00 | 95.95 |
|
| Ishares Msci Eafe Value Etf Etf (EFV) | 0.0 | $16k | NEW | 277.00 | 57.53 |
|
| Capital Group Dividend Value Etf Etf (CGDV) | 0.0 | $16k | 424.00 | 36.44 |
|
|
| Kimberly-clark Corp Stock (KMB) | 0.0 | $15k | NEW | 108.00 | 142.28 |
|
| Constellation Energy Corp Stock (CEG) | 0.0 | $15k | 58.00 | 260.02 |
|
|
| Vanguard Russell 3000 Etf Etf (VTHR) | 0.0 | $15k | 59.00 | 253.68 |
|
|
| Conocophillips Stock (COP) | 0.0 | $15k | +9% | 138.00 | 105.28 |
|
| Alps Barron's 400 Etf Etf (BFOR) | 0.0 | $14k | NEW | 200.00 | 71.72 |
|
| Ishares Msci India Small Cap Etf Etf (SMIN) | 0.0 | $14k | 163.00 | 85.91 |
|
|
| Jpmorgan Chase & Co Stock (JPM) | 0.0 | $14k | +124% | 65.00 | 210.86 |
|
| Industrial Select Sector Spdr Etf (XLI) | 0.0 | $14k | 100.00 | 135.44 |
|
|
| Mcdonalds Corp Stock (MCD) | 0.0 | $13k | +33% | 44.00 | 304.50 |
|
| Schwab U.s. Large-cap Growth Etf Etf (SCHG) | 0.0 | $13k | -46% | 128.00 | 104.18 |
|
| Schwab U.s. Mid-cap Etf Etf (SCHM) | 0.0 | $13k | 160.00 | 83.09 |
|
|
| Schwab U.s. Large-cap Value Etf Etf (SCHV) | 0.0 | $13k | 161.00 | 80.37 |
|
|
| Mastercard Stock (MA) | 0.0 | $13k | +30% | 26.00 | 497.65 |
|
| India Fund Cef (IFN) | 0.0 | $13k | +5% | 680.00 | 19.02 |
|
| Schwab U.s. Small-cap Etf Etf (SCHA) | 0.0 | $13k | -19% | 250.00 | 51.50 |
|
| Oreilly Automotive Stock (ORLY) | 0.0 | $13k | +10% | 11.00 | 1151.64 |
|
| Synopsys Stock (SNPS) | 0.0 | $13k | +4% | 25.00 | 506.40 |
|
| Asml Holding N V N Y Registry Adr (ASML) | 0.0 | $13k | 15.00 | 833.27 |
|
|
| Disney Walt Stock (DIS) | 0.0 | $12k | +70% | 128.00 | 96.19 |
|
| T-mobile Us Stock (TMUS) | 0.0 | $12k | +14% | 57.00 | 206.37 |
|
| Cvs Health Corp Stock (CVS) | 0.0 | $12k | +53% | 187.00 | 62.88 |
|
| Cambria Shareholder Yield Etf Etf (SYLD) | 0.0 | $12k | 162.00 | 72.37 |
|
|
| Alibaba Group Hldg Adr (BABA) | 0.0 | $12k | 110.00 | 106.12 |
|
|
| Invesco Aerospace & Defense Etf Etf (PPA) | 0.0 | $12k | 101.00 | 115.22 |
|
|
| Philip Morris Intl Stock (PM) | 0.0 | $12k | +26% | 95.00 | 121.40 |
|
| Invesco Buyback Achievers Etf Etf (PKW) | 0.0 | $12k | NEW | 100.00 | 114.52 |
|
| Adobe Stock (ADBE) | 0.0 | $11k | +29% | 22.00 | 517.77 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $11k | 95.00 | 119.07 |
|
|
| Vanguard Total International Stock Etf Etf (VXUS) | 0.0 | $11k | -73% | 163.00 | 64.74 |
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| Southern Stock (SO) | 0.0 | $11k | NEW | 117.00 | 90.18 |
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| Discover Financial Services Stock (DFS) | 0.0 | $11k | +5% | 75.00 | 140.29 |
|
| Rtx Corporation Stock (RTX) | 0.0 | $10k | +23% | 85.00 | 121.16 |
|
| Ishares Inc Msci Hong Kong Index Etf (EWH) | 0.0 | $10k | -28% | 550.00 | 18.66 |
|
| Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL) | 0.0 | $10k | 273.00 | 37.59 |
|
|
| Automatic Data Processing Stock (ADP) | 0.0 | $10k | +23% | 37.00 | 276.73 |
|
| First Trust Nasdaq Cybersecurity Etf Etf (CIBR) | 0.0 | $10k | NEW | 170.00 | 59.23 |
|
| Target Corp Stock (TGT) | 0.0 | $10k | +6% | 64.00 | 155.86 |
|
| Cisco Sys Stock (CSCO) | 0.0 | $10k | +20% | 187.00 | 53.22 |
|
| Netflix Stock (NFLX) | 0.0 | $9.9k | +40% | 14.00 | 709.29 |
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| Schwab International Small-cap Equity Etf Etf (SCHC) | 0.0 | $9.7k | NEW | 252.00 | 38.53 |
|
| Ge Healthcare Technologies Stock (GEHC) | 0.0 | $9.2k | +8% | 98.00 | 93.92 |
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| Edwards Lifesciences Corp Stock (EW) | 0.0 | $8.9k | 135.00 | 65.99 |
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| Cme Group Stock (CME) | 0.0 | $8.8k | +14% | 40.00 | 220.65 |
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| Mastec Stock (MTZ) | 0.0 | $8.6k | 70.00 | 123.10 |
|
|
| Interpublic Group Cos Stock (IPG) | 0.0 | $8.6k | 272.00 | 31.63 |
|
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| Avantis International Small Cap Value Etf Etf (AVDV) | 0.0 | $8.5k | NEW | 120.00 | 70.67 |
|
| Spdr S&p Aerospace & Defense Etf Etf (XAR) | 0.0 | $8.3k | 53.00 | 157.34 |
|
|
| Jpmorgan Ultra-short Income Etf Etf (JPST) | 0.0 | $8.3k | 164.00 | 50.74 |
|
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| Jd.com Inc Spon Ads Cl A Adr (JD) | 0.0 | $8.3k | 207.00 | 40.07 |
|
|
| Exelon Corp Stock (EXC) | 0.0 | $8.2k | +14% | 202.00 | 40.55 |
|
| Caterpillar Stock (CAT) | 0.0 | $7.8k | +42% | 20.00 | 391.10 |
|
| Zoetis Inc Cl A Stock (ZTS) | 0.0 | $7.6k | +18% | 39.00 | 195.38 |
|
| Sprott Stock (SII) | 0.0 | $7.6k | 175.00 | 43.31 |
|
|
| Centene Corp Del Stock (CNC) | 0.0 | $7.5k | 100.00 | 75.28 |
|
|
| Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) | 0.0 | $7.3k | 45.00 | 162.76 |
|
|
| Danaher Corporation Stock (DHR) | 0.0 | $7.2k | +30% | 26.00 | 278.04 |
|
| Sunrun Stock (RUN) | 0.0 | $7.2k | 400.00 | 18.06 |
|
|
| Travelers Companies Stock (TRV) | 0.0 | $7.0k | 30.00 | 234.13 |
|
|
| Consumer Staples Select Sector Spdr Fund Etf (XLP) | 0.0 | $7.0k | 84.00 | 83.00 |
|
|
| Affirm Hldgs Inc Com Cl A Stock (AFRM) | 0.0 | $6.8k | 167.00 | 40.82 |
|
|
| Union Pac Corp Stock (UNP) | 0.0 | $6.7k | +50% | 27.00 | 246.48 |
|
| Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) | 0.0 | $6.6k | 206.00 | 32.10 |
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|
| Ishares Msci Canada Etf Etf (EWC) | 0.0 | $6.2k | NEW | 150.00 | 41.52 |
|
| Waste Connections Stock (WCN) | 0.0 | $6.1k | 34.00 | 178.82 |
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|
| American Tower Corp Reit (AMT) | 0.0 | $6.0k | +30% | 26.00 | 232.58 |
|
| Invesco S&p Midcap Momentum Etf Etf (XMMO) | 0.0 | $6.0k | NEW | 50.00 | 120.34 |
|
| Nextera Energy Stock (NEE) | 0.0 | $5.8k | +53% | 69.00 | 84.54 |
|
| Novartis Adr (NVS) | 0.0 | $5.8k | NEW | 50.00 | 115.02 |
|
| Sprott Uranium Miners Etf Etf (URNM) | 0.0 | $5.7k | 124.00 | 45.88 |
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|
| Starbucks Corp Stock (SBUX) | 0.0 | $5.7k | +16% | 58.00 | 97.48 |
|
| Sprott Physical Gold & Silver Tr Unit Cef (CEF) | 0.0 | $5.6k | 230.00 | 24.49 |
|
|
| Ishares Future Ai & Tech Etf Etf (ARTY) | 0.0 | $5.6k | 163.00 | 34.25 |
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|
| Northrop Grumman Corp Stock (NOC) | 0.0 | $5.3k | -44% | 10.00 | 528.10 |
|
| Lockheed Martin Corp Stock (LMT) | 0.0 | $5.3k | +28% | 9.00 | 584.56 |
|
| Avantis U.s. Large Cap Value Etf Etf (AVLV) | 0.0 | $5.2k | NEW | 79.00 | 65.84 |
|
| U.s. Global Jets Etf Etf (JETS) | 0.0 | $5.2k | 250.00 | 20.72 |
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|
| Citigroup Stock (C) | 0.0 | $5.1k | +113% | 81.00 | 62.60 |
|
| Intel Corp Stock (INTC) | 0.0 | $4.9k | NEW | 210.00 | 23.46 |
|
| Brown & Brown Stock (BRO) | 0.0 | $4.7k | 45.00 | 103.60 |
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| Viper Energy Inc Cl A Stock (VNOM) | 0.0 | $4.5k | 100.00 | 45.12 |
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|
| Enstar Group Stock (ESGR) | 0.0 | $4.5k | 14.00 | 321.29 |
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|
| Abbvie Stock (ABBV) | 0.0 | $4.3k | NEW | 22.00 | 197.50 |
|
| Quanta Svcs Stock (PWR) | 0.0 | $3.9k | 13.00 | 298.15 |
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|
| Market Vectors Etf Trust Agribusiness Etf (MOO) | 0.0 | $3.8k | 50.00 | 75.52 |
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| Vanguard Total Bond Market Etf Etf (BND) | 0.0 | $3.8k | 50.00 | 75.12 |
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|
| Dimensional International Small Cap Value Etf Etf (DISV) | 0.0 | $3.7k | 129.00 | 29.06 |
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|
| Oracle Corp Stock (ORCL) | 0.0 | $3.6k | NEW | 21.00 | 170.38 |
|
| Ford Motor Company Stock (F) | 0.0 | $3.4k | +307% | 326.00 | 10.56 |
|
| Invesco Kbw Property & Casualty Insurance Etf Etf (KBWP) | 0.0 | $3.4k | 29.00 | 115.55 |
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|
| Linde Stock (LIN) | 0.0 | $3.3k | NEW | 7.00 | 476.86 |
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $3.2k | NEW | 9.00 | 353.44 |
|
| Pepsico Stock (PEP) | 0.0 | $3.1k | NEW | 18.00 | 170.06 |
|
| Intl Business Machines Stock (IBM) | 0.0 | $2.9k | NEW | 13.00 | 221.08 |
|
| Servicenow Stock (NOW) | 0.0 | $2.7k | NEW | 3.00 | 894.33 |
|
| Utilities Select Sector Spdr Fund Etf (XLU) | 0.0 | $2.7k | 33.00 | 80.79 |
|
|
| S&p Global Stock (SPGI) | 0.0 | $2.6k | NEW | 5.00 | 516.60 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.0 | $2.5k | NEW | 61.00 | 41.77 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.0 | $2.5k | NEW | 4.00 | 618.50 |
|
| Salesforce Stock (CRM) | 0.0 | $2.5k | NEW | 9.00 | 273.67 |
|
| Trisalus Life Sciences Stock | 0.0 | $2.4k | 530.00 | 4.61 |
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|
| American Express Stock (AXP) | 0.0 | $2.4k | NEW | 9.00 | 271.22 |
|
| Tjx Cos Stock (TJX) | 0.0 | $2.4k | NEW | 20.00 | 117.55 |
|
| Verizon Communications Stock (VZ) | 0.0 | $2.3k | NEW | 52.00 | 44.90 |
|
| Fiserv Stock (FI) | 0.0 | $2.3k | NEW | 13.00 | 179.62 |
|
| Carnival Corp Paired Ctf Stock (CCL) | 0.0 | $2.3k | +25% | 125.00 | 18.48 |
|
| Progressive Corp Stock (PGR) | 0.0 | $2.3k | NEW | 9.00 | 253.78 |
|
| Boston Scientific Corp Stock (BSX) | 0.0 | $2.2k | NEW | 26.00 | 83.81 |
|
| Lowes Cos Stock (LOW) | 0.0 | $2.2k | NEW | 8.00 | 270.88 |
|
| Bank America Corp Stock (BAC) | 0.0 | $2.0k | NEW | 51.00 | 39.69 |
|
| At&t Stock (T) | 0.0 | $2.0k | NEW | 92.00 | 22.00 |
|
| Moderna Stock (MRNA) | 0.0 | $2.0k | 30.00 | 66.83 |
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|
| Blackstone Stock (BX) | 0.0 | $2.0k | NEW | 13.00 | 153.15 |
|
| Intercontinental Exchange Stock (ICE) | 0.0 | $1.9k | NEW | 12.00 | 160.67 |
|
| Blackrock Stock | 0.0 | $1.9k | NEW | 2.00 | 949.50 |
|
| Intuit Stock (INTU) | 0.0 | $1.9k | NEW | 3.00 | 621.00 |
|
| Hilton Worldwide Hldgs Stock (HLT) | 0.0 | $1.8k | NEW | 8.00 | 230.50 |
|
| Pfizer Stock (PFE) | 0.0 | $1.8k | NEW | 63.00 | 28.94 |
|
| Amplify Alternative Harvest Etf Etf (MJ) | 0.0 | $1.8k | NEW | 550.00 | 3.31 |
|
| Realty Income Corp Reit (O) | 0.0 | $1.8k | NEW | 28.00 | 63.43 |
|
| Alliant Energy Corp Stock (LNT) | 0.0 | $1.7k | NEW | 28.00 | 60.68 |
|
| Kkr & Co Stock (KKR) | 0.0 | $1.7k | NEW | 13.00 | 130.62 |
|
| Cintas Corp Stock (CTAS) | 0.0 | $1.6k | NEW | 8.00 | 205.88 |
|
| Prologis Reit (PLD) | 0.0 | $1.6k | NEW | 13.00 | 126.31 |
|
| Hca Healthcare Stock (HCA) | 0.0 | $1.6k | NEW | 4.00 | 406.50 |
|
| Applied Matls Stock (AMAT) | 0.0 | $1.6k | NEW | 8.00 | 202.00 |
|
| Uber Technologies Stock (UBER) | 0.0 | $1.6k | NEW | 21.00 | 75.14 |
|
| Marsh & Mclennan Cos Stock (MMC) | 0.0 | $1.6k | NEW | 7.00 | 223.14 |
|
| Bristol-myers Squibb Stock (BMY) | 0.0 | $1.6k | NEW | 30.00 | 51.73 |
|
| Arista Networks Stock (ANET) | 0.0 | $1.5k | NEW | 4.00 | 383.75 |
|
| Ecolab Stock (ECL) | 0.0 | $1.5k | NEW | 6.00 | 255.33 |
|
| Sherwin Williams Stock (SHW) | 0.0 | $1.5k | NEW | 4.00 | 381.75 |
|
| Altria Group Stock (MO) | 0.0 | $1.5k | NEW | 29.00 | 51.03 |
|
| Moodys Corp Stock (MCO) | 0.0 | $1.4k | NEW | 3.00 | 474.67 |
|
| Marathon Oil Corp Stock (MRO) | 0.0 | $1.4k | NEW | 53.00 | 26.62 |
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $1.4k | NEW | 19.00 | 73.68 |
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $1.4k | NEW | 3.00 | 465.00 |
|
| Autodesk Stock (ADSK) | 0.0 | $1.4k | NEW | 5.00 | 275.40 |
|
| United Parcel Service Inc Cl B Stock (UPS) | 0.0 | $1.4k | NEW | 10.00 | 136.30 |
|
| Colgate Palmolive Stock (CL) | 0.0 | $1.4k | NEW | 13.00 | 103.85 |
|
| Micron Technology Stock (MU) | 0.0 | $1.3k | NEW | 13.00 | 103.69 |
|
| Aflac Stock (AFL) | 0.0 | $1.3k | NEW | 12.00 | 111.83 |
|
| Lennar Corp Cl A Stock (LEN) | 0.0 | $1.3k | NEW | 7.00 | 187.43 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $1.3k | NEW | 7.00 | 184.86 |
|
| Hartford Finl Svcs Group Stock (HIG) | 0.0 | $1.3k | NEW | 11.00 | 117.64 |
|
| Welltower Reit (WELL) | 0.0 | $1.3k | NEW | 10.00 | 128.00 |
|
| Us Bancorp Del Stock (USB) | 0.0 | $1.3k | NEW | 28.00 | 45.71 |
|
| Parker-hannifin Corp Stock (PH) | 0.0 | $1.3k | NEW | 2.00 | 632.00 |
|
| Csx Corp Stock (CSX) | 0.0 | $1.2k | NEW | 36.00 | 34.53 |
|
| Williams Cos Stock (WMB) | 0.0 | $1.2k | NEW | 27.00 | 45.67 |
|
| Bank New York Mellon Corp Stock (BK) | 0.0 | $1.2k | NEW | 17.00 | 71.88 |
|
| Ross Stores Stock (ROST) | 0.0 | $1.2k | NEW | 8.00 | 150.50 |
|
| Targa Res Corp Stock (TRGP) | 0.0 | $1.2k | NEW | 8.00 | 148.00 |
|
| Corning Stock (GLW) | 0.0 | $1.1k | NEW | 25.00 | 45.16 |
|
| Gallagher Arthur J & Co Stock (AJG) | 0.0 | $1.1k | NEW | 4.00 | 281.25 |
|
| 3M Stock (MMM) | 0.0 | $1.1k | NEW | 8.00 | 136.75 |
|
| Oneok Stock (OKE) | 0.0 | $1.1k | NEW | 12.00 | 91.17 |
|
| Public Storage Oper Reit (PSA) | 0.0 | $1.1k | NEW | 3.00 | 364.00 |
|
| Wabtec Stock (WAB) | 0.0 | $1.1k | NEW | 6.00 | 181.83 |
|
| Baker Hughes Company Cl A Stock (BKR) | 0.0 | $1.1k | NEW | 30.00 | 36.17 |
|
| Cognizant Technology Solutions Cl A Stock (CTSH) | 0.0 | $1.1k | NEW | 14.00 | 77.21 |
|
| Xylem Stock (XYL) | 0.0 | $1.1k | NEW | 8.00 | 135.00 |
|
| Regions Financial Corp Stock (RF) | 0.0 | $1.1k | NEW | 46.00 | 23.33 |
|
| Teradyne Stock (TER) | 0.0 | $1.1k | NEW | 8.00 | 133.88 |
|
| Newmont Corp Stock (NEM) | 0.0 | $1.1k | NEW | 20.00 | 53.45 |
|
| Regeneron Pharmaceuticals Stock (REGN) | 0.0 | $1.1k | NEW | 1.00 | 1051.00 |
|
| Carrier Global Corporation Stock (CARR) | 0.0 | $1.0k | NEW | 13.00 | 80.46 |
|
| Morgan Stanley Stock (MS) | 0.0 | $1.0k | NEW | 10.00 | 104.20 |
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.0 | $1.0k | NEW | 28.00 | 37.21 |
|
| The Cigna Group Stock (CI) | 0.0 | $1.0k | NEW | 3.00 | 346.33 |
|
| Aon Plc Shs Cl A Stock (AON) | 0.0 | $1.0k | NEW | 3.00 | 346.00 |
|
| Schwab Charles Corp Stock (SCHW) | 0.0 | $1.0k | NEW | 16.00 | 64.81 |
|
| Pg&e Corp Stock (PCG) | 0.0 | $1.0k | NEW | 52.00 | 19.77 |
|
| American Intl Group Stock (AIG) | 0.0 | $1.0k | NEW | 14.00 | 73.21 |
|
| American Wtr Wks Stock (AWK) | 0.0 | $1.0k | NEW | 7.00 | 146.29 |
|
| Gartner Stock (IT) | 0.0 | $1.0k | NEW | 2.00 | 507.00 |
|
| Pulte Group Stock (PHM) | 0.0 | $1.0k | NEW | 7.00 | 143.57 |
|
| Howmet Aerospace Stock (HWM) | 0.0 | $1.0k | NEW | 10.00 | 100.30 |
|
| Alcon Ag Ord Stock (ALC) | 0.0 | $1.0k | NEW | 10.00 | 100.10 |
|
| Fifth Third Bancorp Stock (FITB) | 0.0 | $985.000300 | NEW | 23.00 | 42.83 |
|
| Cummins Stock (CMI) | 0.0 | $971.000100 | NEW | 3.00 | 323.67 |
|
| Cree Stock (WOLF) | 0.0 | $970.000000 | 100.00 | 9.70 |
|
|
| Delta Air Lines Inc Del Stock (DAL) | 0.0 | $965.000500 | NEW | 19.00 | 50.79 |
|
| D R Horton Stock (DHI) | 0.0 | $954.000000 | NEW | 5.00 | 190.80 |
|
| Eversource Energy Stock (ES) | 0.0 | $952.999600 | NEW | 14.00 | 68.07 |
|
| L3harris Technologies Stock (LHX) | 0.0 | $951.000000 | NEW | 4.00 | 237.75 |
|
| Crown Castle Reit (CCI) | 0.0 | $949.000000 | NEW | 8.00 | 118.62 |
|
| Allstate Corp Stock (ALL) | 0.0 | $948.000000 | NEW | 5.00 | 189.60 |
|
| Citizens Finl Group Stock (CFG) | 0.0 | $945.001000 | NEW | 23.00 | 41.09 |
|
| Paypal Hldgs Stock (PYPL) | 0.0 | $936.000000 | NEW | 12.00 | 78.00 |
|
| Ares Management Corporation Cl A Com Stk Stock (ARES) | 0.0 | $934.999800 | NEW | 6.00 | 155.83 |
|
| Fortinet Stock (FTNT) | 0.0 | $930.999600 | NEW | 12.00 | 77.58 |
|
| Monolithic Pwr Sys Stock (MPWR) | 0.0 | $925.000000 | NEW | 1.00 | 925.00 |
|
| Kraft Heinz Stock (KHC) | 0.0 | $913.000400 | NEW | 26.00 | 35.12 |
|
| Motorola Solutions Stock (MSI) | 0.0 | $899.000000 | NEW | 2.00 | 449.50 |
|
| Arch Cap Group Ltd Ord Stock (ACGL) | 0.0 | $895.000000 | NEW | 8.00 | 111.88 |
|
| Labcorp Holdings Stock (LH) | 0.0 | $894.000000 | NEW | 4.00 | 223.50 |
|
| Air Prods & Chems Stock (APD) | 0.0 | $893.000100 | NEW | 3.00 | 297.67 |
|
| M & T Bk Corp Stock (MTB) | 0.0 | $891.000000 | NEW | 5.00 | 178.20 |
|
| Nike Inc Cl B Stock (NKE) | 0.0 | $884.000000 | NEW | 10.00 | 88.40 |
|
| Equifax Stock (EFX) | 0.0 | $882.000000 | NEW | 3.00 | 294.00 |
|
| Kenvue Stock (KVUE) | 0.0 | $879.000800 | NEW | 38.00 | 23.13 |
|
| Johnson Ctls Intl Stock (JCI) | 0.0 | $854.000400 | NEW | 11.00 | 77.64 |
|
| Freeport-mcmoran Inc Cl B Stock (FCX) | 0.0 | $849.000400 | NEW | 17.00 | 49.94 |
|
| Xcel Energy Stock (XEL) | 0.0 | $849.000100 | NEW | 13.00 | 65.31 |
|
| Ovintiv Stock (OVV) | 0.0 | $843.000400 | NEW | 22.00 | 38.32 |
|
| Schlumberger Ltd Com Stk Stock (SLB) | 0.0 | $839.000000 | NEW | 20.00 | 41.95 |
|
| Deere & Co Stock (DE) | 0.0 | $835.000000 | NEW | 2.00 | 417.50 |
|
| Corteva Stock (CTVA) | 0.0 | $822.999800 | NEW | 14.00 | 58.79 |
|
| Fedex Corp Stock (FDX) | 0.0 | $821.000100 | NEW | 3.00 | 273.67 |
|
| Digital Rlty Tr Reit (DLR) | 0.0 | $809.000000 | NEW | 5.00 | 161.80 |
|
| Verisk Analytics Stock (VRSK) | 0.0 | $804.000000 | NEW | 3.00 | 268.00 |
|
| Synchrony Financial Stock (SYF) | 0.0 | $798.000000 | NEW | 16.00 | 49.88 |
|
| Ebay Stock (EBAY) | 0.0 | $780.999600 | NEW | 12.00 | 65.08 |
|
| Kla Corp Stock (KLAC) | 0.0 | $774.000000 | NEW | 1.00 | 774.00 |
|
| Albemarle Corp Stock (ALB) | 0.0 | $758.000000 | NEW | 8.00 | 94.75 |
|
| Agilent Technologies Stock (A) | 0.0 | $742.000000 | NEW | 5.00 | 148.40 |
|
| Workday Inc Cl A Stock (WDAY) | 0.0 | $732.999900 | NEW | 3.00 | 244.33 |
|
| Truist Finl Corp Stock (TFC) | 0.0 | $726.999900 | NEW | 17.00 | 42.76 |
|
| Becton Dickinson & Co Stock (BDX) | 0.0 | $723.000000 | NEW | 3.00 | 241.00 |
|
| Stryker Corporation Stock (SYK) | 0.0 | $723.000000 | NEW | 2.00 | 361.50 |
|
| Sba Communications Corp New Cl A Reit (SBAC) | 0.0 | $722.000100 | NEW | 3.00 | 240.67 |
|
| Extra Space Storage Reit (EXR) | 0.0 | $721.000000 | NEW | 4.00 | 180.25 |
|
| Keycorp Stock (KEY) | 0.0 | $720.000600 | NEW | 43.00 | 16.74 |
|