JT Stratford
Latest statistics and disclosures from JT Stratford's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWB, IUSB, QQQ, NVDA, SPDW, and represent 20.79% of JT Stratford's stock portfolio.
- Added to shares of these 10 stocks: IUSB (+$10M), MU (+$6.3M), GGOV (+$6.0M), AMAT, VUG, MSFT, GOVT, ZIM, IWB, EA.
- Started 48 new stock positions in SPCX, FBTC, IALT, IGV, AMT, RGTI, TEL, KHC, JCPB, VST.
- Reduced shares in these 10 stocks: IAGG (-$6.1M), EMGF, ADBE, GSAT, BAI, NFLX, DELL, FRPT, TRV, ACN.
- Sold out of its positions in CTRA, CTVA, CPNG, XOVR, FLYW, FRPT, FRSH, GRND, HGTY, HGER. Honeywell International, IAGG, KTOS, LULU, MNKD, MPWR, NRDS, PTC, RF, XME, XLE, WISE, GRAB, MDT.
- JT Stratford was a net buyer of stock by $42M.
- JT Stratford has $912M in assets under management (AUM), dropping by 16.10%.
- Central Index Key (CIK): 0001689013
Tip: Access up to 7 years of quarterly data
Positions held by JT Stratford consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for JT Stratford
JT Stratford holds 321 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Etf (IWB) | 6.6 | $60M | +4% | 146k | 409.50 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 4.9 | $44M | +29% | 959k | 46.15 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.5 | $32M | 43k | 736.40 |
|
|
| NVIDIA Corporation (NVDA) | 3.2 | $29M | 145k | 200.09 |
|
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 2.7 | $25M | 493k | 50.39 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 2.7 | $24M | +2% | 103k | 236.62 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $22M | 60k | 357.37 |
|
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 2.2 | $20M | -2% | 299k | 68.01 |
|
| Apple (AAPL) | 1.9 | $18M | +4% | 61k | 289.36 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 1.8 | $17M | +24% | 740k | 22.78 |
|
| Johnson & Johnson (JNJ) | 1.7 | $16M | +2% | 61k | 253.97 |
|
| Microsoft Corporation (MSFT) | 1.6 | $14M | +29% | 38k | 373.02 |
|
| Amazon (AMZN) | 1.5 | $14M | 58k | 238.34 |
|
|
| Tesla Motors (TSLA) | 1.5 | $13M | +6% | 32k | 420.60 |
|
| Ishares Tr Mbs Etf (MBB) | 1.3 | $12M | +11% | 125k | 94.52 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $12M | +7% | 16k | 748.87 |
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 1.3 | $12M | -7% | 220k | 52.34 |
|
| Meta Platforms Cl A (META) | 1.2 | $11M | +12% | 20k | 563.29 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 1.1 | $11M | +12% | 114k | 91.64 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $10M | +3% | 32k | 327.32 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.1 | $10M | 122k | 82.65 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $10M | 101k | 98.98 |
|
|
| Ishares Emng Mkts Eqt (EMGF) | 1.1 | $9.6M | -29% | 131k | 73.26 |
|
| Applied Materials (AMAT) | 1.0 | $9.1M | +72% | 13k | 722.98 |
|
| Blackrock Etf Trust Isha I In Te Etf (BAI) | 1.0 | $8.8M | -19% | 168k | 52.72 |
|
| Dell Technologies CL C (DELL) | 0.9 | $8.2M | -19% | 19k | 431.46 |
|
| Broadcom (AVGO) | 0.8 | $7.6M | +13% | 20k | 377.76 |
|
| Micron Technology (MU) | 0.8 | $7.6M | +476% | 6.6k | 1154.29 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.8 | $7.3M | +3% | 15k | 477.57 |
|
| Wal-Mart Stores (WMT) | 0.7 | $6.7M | 60k | 113.26 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.7 | $6.5M | +5% | 128k | 51.05 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.7 | $6.2M | +5% | 21k | 302.70 |
|
| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.7 | $6.0M | +4% | 66k | 90.79 |
|
| Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV) | 0.7 | $6.0M | NEW | 119k | 50.29 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $5.8M | 4.9k | 1199.48 |
|
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.6 | $5.8M | +16% | 128k | 45.58 |
|
| Sterling Construction Company (STRL) | 0.6 | $5.7M | -10% | 6.7k | 839.36 |
|
| Palo Alto Networks (PANW) | 0.6 | $5.5M | +5% | 16k | 341.02 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.6 | $5.4M | +44% | 91k | 59.71 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $5.3M | 167k | 31.71 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.6 | $5.2M | +2% | 55k | 95.62 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.6 | $5.2M | 103k | 50.37 |
|
|
| Pfizer (PFE) | 0.6 | $5.0M | +5% | 209k | 24.08 |
|
| Spdr Series Trust St Sho Treas Etf (SPTS) | 0.5 | $4.8M | +5% | 164k | 29.01 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $4.6M | +10% | 48k | 96.58 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $4.5M | 39k | 116.67 |
|
|
| Spdr Series Trust St Inter Etf (SPTI) | 0.5 | $4.5M | +4% | 158k | 28.39 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $4.5M | +5% | 6.5k | 686.81 |
|
| Goldman Sachs (GS) | 0.5 | $4.3M | +3% | 4.3k | 1011.47 |
|
| Progressive Corporation (PGR) | 0.5 | $4.3M | +106% | 20k | 218.45 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $4.3M | -2% | 31k | 137.53 |
|
| Astera Labs (ALAB) | 0.5 | $4.2M | -5% | 8.7k | 483.02 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $4.2M | 59k | 71.25 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $4.1M | +2% | 56k | 73.41 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.4 | $4.0M | +4% | 80k | 50.35 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $3.9M | +514% | 46k | 86.14 |
|
| Wisdomtree Tr Us High Dividend (DHS) | 0.4 | $3.8M | +4% | 33k | 113.69 |
|
| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.4 | $3.8M | +5% | 147k | 25.52 |
|
| Sprouts Fmrs Mkt (SFM) | 0.4 | $3.6M | +9% | 43k | 84.58 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.4 | $3.6M | +3% | 61k | 58.98 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $3.5M | +5% | 104k | 33.84 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.4 | $3.4M | 34k | 102.30 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.4 | $3.4M | +2% | 55k | 61.46 |
|
| Echostar Corp Cl A | 0.4 | $3.3M | +92% | 33k | 101.50 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.4 | $3.3M | 35k | 93.38 |
|
|
| Lumen Technologies (LUMN) | 0.4 | $3.3M | +3% | 428k | 7.68 |
|
| Valero Energy Corporation (VLO) | 0.3 | $3.1M | -17% | 12k | 260.44 |
|
| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.3 | $3.1M | +3% | 30k | 106.25 |
|
| Advanced Micro Devices (AMD) | 0.3 | $3.1M | +4% | 5.4k | 580.91 |
|
| D.R. Horton (DHI) | 0.3 | $3.0M | +49% | 19k | 162.88 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.3 | $3.0M | +4% | 42k | 72.28 |
|
| Toll Brothers (TOL) | 0.3 | $3.0M | +2% | 18k | 164.75 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.3 | $3.0M | +10% | 49k | 60.79 |
|
| Wells Fargo & Company (WFC) | 0.3 | $2.8M | 34k | 82.64 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.3 | $2.8M | +6% | 208k | 13.36 |
|
| Zim Integrated Shipping Serv SHS (ZIM) | 0.3 | $2.7M | NEW | 105k | 26.00 |
|
| Delta Air Lines Com New (DAL) | 0.3 | $2.7M | +3% | 29k | 93.66 |
|
| Charles Schwab Corporation (SCHW) | 0.3 | $2.7M | +13% | 29k | 92.27 |
|
| Cme (CME) | 0.3 | $2.6M | +5% | 12k | 220.83 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $2.6M | +9% | 49k | 53.17 |
|
| Ge Vernova (GEV) | 0.3 | $2.5M | +17% | 2.2k | 1174.86 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $2.5M | 3.4k | 746.79 |
|
|
| Archer Daniels Midland Company (ADM) | 0.3 | $2.5M | +111% | 33k | 76.40 |
|
| Home Depot (HD) | 0.3 | $2.4M | -3% | 6.9k | 352.69 |
|
| Kinder Morgan (KMI) | 0.3 | $2.4M | -28% | 76k | 31.97 |
|
| Schwab Strategic Tr High Yiel Bd Etf (SCYB) | 0.3 | $2.4M | 91k | 26.18 |
|
|
| Mp Materials Corp Com Cl A (MP) | 0.3 | $2.3M | 41k | 56.01 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $2.3M | +3% | 40k | 56.48 |
|
| Solventum Corp Com Shs (SOLV) | 0.2 | $2.3M | +3% | 29k | 77.15 |
|
| Electronic Arts (EA) | 0.2 | $2.3M | NEW | 11k | 205.04 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $2.2M | -12% | 27k | 82.84 |
|
| Bank of America Corporation (BAC) | 0.2 | $2.2M | +8% | 39k | 56.98 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $2.2M | -20% | 5.1k | 433.33 |
|
| Legg Mason Etf Invt Franklin Us Low (LVHD) | 0.2 | $2.2M | 50k | 44.00 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $2.2M | -7% | 15k | 148.31 |
|
| Verizon Communications (VZ) | 0.2 | $2.2M | +30% | 51k | 42.34 |
|
| Albemarle Corporation (ALB) | 0.2 | $2.1M | +5% | 16k | 135.03 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $2.1M | +2% | 4.2k | 496.73 |
|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.2 | $2.1M | +5% | 25k | 81.94 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $2.0M | -24% | 5.6k | 365.89 |
|
| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.2 | $2.0M | -9% | 60k | 33.46 |
|
| Abbvie (ABBV) | 0.2 | $2.0M | 7.9k | 251.64 |
|
|
| United Parcel Svcs CL B (UPS) | 0.2 | $2.0M | +17% | 18k | 107.50 |
|
| Nextera Energy (NEE) | 0.2 | $2.0M | +2% | 22k | 87.77 |
|
| Wisdomtree Tr Us Sht Trm Corp (QSIG) | 0.2 | $1.9M | +4% | 40k | 48.33 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $1.9M | 11k | 169.88 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.9M | +14% | 12k | 158.03 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.2 | $1.9M | +12% | 43k | 43.48 |
|
| Coca-Cola Company (KO) | 0.2 | $1.9M | 23k | 81.27 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.2 | $1.9M | +5% | 37k | 50.23 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.2 | $1.8M | +8% | 34k | 52.76 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $1.8M | +3% | 22k | 82.34 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $1.8M | 3.5k | 509.26 |
|
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.2 | $1.8M | 52k | 34.27 |
|
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.2 | $1.8M | +37% | 35k | 50.95 |
|
| salesforce (CRM) | 0.2 | $1.8M | +102% | 11k | 156.66 |
|
| Host Hotels & Resorts (HST) | 0.2 | $1.8M | +4% | 74k | 23.71 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.8M | 29k | 59.69 |
|
|
| Duke Energy Corp Com New (DUK) | 0.2 | $1.7M | 14k | 126.58 |
|
|
| Wisdomtree Tr Dynamic Intl Sml (DDLS) | 0.2 | $1.7M | +4% | 39k | 44.05 |
|
| Block Cl A (XYZ) | 0.2 | $1.7M | +50% | 23k | 76.00 |
|
| Servicenow (NOW) | 0.2 | $1.7M | +754% | 17k | 99.28 |
|
| Starbucks Corporation (SBUX) | 0.2 | $1.7M | +34% | 16k | 102.19 |
|
| Qualcomm (QCOM) | 0.2 | $1.6M | -2% | 8.6k | 184.80 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $1.6M | +3% | 33k | 48.43 |
|
| Marvell Technology (MRVL) | 0.2 | $1.6M | NEW | 5.2k | 297.89 |
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 0.2 | $1.5M | 34k | 45.63 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $1.5M | -14% | 15k | 100.35 |
|
| Allstate Corporation (ALL) | 0.2 | $1.5M | +8% | 6.3k | 237.94 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.5M | -42% | 3.0k | 500.39 |
|
| Truist Financial Corp equities (TFC) | 0.2 | $1.5M | 29k | 49.82 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.4M | -27% | 6.7k | 212.78 |
|
| Uber Technologies (UBER) | 0.2 | $1.4M | +170% | 20k | 72.16 |
|
| Bwx Technologies (BWXT) | 0.2 | $1.4M | -36% | 7.1k | 194.65 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.2 | $1.4M | +3% | 21k | 67.24 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.4M | +2% | 3.9k | 353.33 |
|
| Chevron Corporation (CVX) | 0.1 | $1.3M | +6% | 8.1k | 165.76 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.3M | +2% | 5.4k | 243.00 |
|
| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 0.1 | $1.3M | +3% | 35k | 36.49 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) | 0.1 | $1.3M | -3% | 28k | 45.33 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.3M | NEW | 8.6k | 146.55 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $1.2M | NEW | 23k | 51.05 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $1.2M | +91% | 8.2k | 146.19 |
|
| Comfort Systems USA (FIX) | 0.1 | $1.2M | -17% | 602.00 | 1981.95 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $1.2M | -14% | 592.00 | 1989.44 |
|
| Netflix (NFLX) | 0.1 | $1.1M | -63% | 16k | 71.40 |
|
| Cameco Corporation (CCJ) | 0.1 | $1.1M | -6% | 11k | 101.86 |
|
| Etf Opportunities Trust Smi Real Etf (RAA) | 0.1 | $1.1M | -9% | 39k | 29.49 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $1.1M | -39% | 1.2k | 935.47 |
|
| American Tower Reit (AMT) | 0.1 | $1.1M | NEW | 6.8k | 163.57 |
|
| Monster Beverage Corp (MNST) | 0.1 | $1.1M | 11k | 96.12 |
|
|
| Travelers Companies (TRV) | 0.1 | $1.0M | -57% | 3.2k | 330.12 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.0M | -34% | 4.6k | 227.06 |
|
| Garmin SHS (GRMN) | 0.1 | $1.0M | -11% | 4.4k | 237.54 |
|
| Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL) | 0.1 | $1.0M | -37% | 807.00 | 1254.50 |
|
| Fortinet (FTNT) | 0.1 | $1.0M | +5% | 6.5k | 153.62 |
|
| Visa Com Cl A (V) | 0.1 | $990k | -13% | 2.9k | 343.09 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $988k | 18k | 54.02 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $984k | NEW | 11k | 90.60 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $968k | 13k | 77.11 |
|
|
| Nutrien (NTR) | 0.1 | $966k | +4% | 15k | 62.95 |
|
| Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) | 0.1 | $960k | -37% | 830.00 | 1157.00 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.1 | $949k | 19k | 49.49 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $940k | 1.5k | 640.76 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $923k | -2% | 9.6k | 96.44 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $918k | 12k | 75.51 |
|
|
| Walt Disney Company (DIS) | 0.1 | $907k | +39% | 9.4k | 96.25 |
|
| Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA) | 0.1 | $902k | -2% | 27k | 33.80 |
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.1 | $901k | 433.00 | 2080.79 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $899k | -51% | 6.6k | 136.72 |
|
| Merck & Co (MRK) | 0.1 | $895k | 7.0k | 128.49 |
|
|
| Caterpillar (CAT) | 0.1 | $876k | -31% | 823.00 | 1064.90 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $865k | 11k | 79.42 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $856k | NEW | 9.3k | 91.68 |
|
| Altria (MO) | 0.1 | $850k | 12k | 71.95 |
|
|
| Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR) | 0.1 | $843k | +7% | 17k | 50.33 |
|
| Southern Company (SO) | 0.1 | $809k | 8.4k | 95.71 |
|
|
| Vaneck Etf Trust Ig Floa Rate Etf (FLTR) | 0.1 | $796k | +8% | 31k | 25.61 |
|
| Simplify Exchange Traded Fun Health Care Etf (PINK) | 0.1 | $777k | NEW | 20k | 39.15 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $765k | 3.5k | 217.94 |
|
|
| Pgim Etf Tr Actv Hy Bd Etf (PHYL) | 0.1 | $755k | +16% | 22k | 34.88 |
|
| Pulte (PHM) | 0.1 | $747k | +38% | 5.4k | 137.21 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $718k | +118% | 5.8k | 124.17 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $712k | +23% | 1.4k | 509.37 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $706k | 2.9k | 242.42 |
|
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $703k | +10% | 3.5k | 199.81 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $700k | -4% | 1.4k | 513.60 |
|
| Innovator Etfs Trust GRWT100 PWR BF (NJAN) | 0.1 | $700k | 12k | 59.02 |
|
|
| Arch Cap Group Ord (ACGL) | 0.1 | $684k | 7.0k | 97.06 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $676k | +2% | 1.8k | 370.04 |
|
| Purecycle Technologies (PCT) | 0.1 | $653k | +4% | 81k | 8.11 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.1 | $649k | +3% | 6.7k | 96.46 |
|
| Hartford Financial Services (HIG) | 0.1 | $644k | +176% | 4.9k | 132.52 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $630k | -17% | 2.5k | 255.67 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $624k | +37% | 13k | 49.55 |
|
| Fox Corp Cl A Com (FOXA) | 0.1 | $619k | 12k | 52.16 |
|
|
| Cisco Systems (CSCO) | 0.1 | $617k | -23% | 5.3k | 117.46 |
|
| Snap-on Incorporated (SNA) | 0.1 | $606k | 1.5k | 402.40 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $605k | -48% | 2.8k | 219.43 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $601k | NEW | 3.7k | 164.27 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.1 | $595k | +3% | 5.0k | 118.99 |
|
| T. Rowe Price (TROW) | 0.1 | $592k | +2% | 5.2k | 113.69 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $583k | 3.1k | 190.54 |
|
|
| Innovator Etfs Trust Us Sm Cap Buffer (KFEB) | 0.1 | $562k | -10% | 18k | 31.07 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $555k | +5% | 2.2k | 252.23 |
|
| EOG Resources (EOG) | 0.1 | $547k | NEW | 4.2k | 129.72 |
|
| Spdr Series Trust St Str Bl 12 Etf (BILS) | 0.1 | $546k | 5.5k | 99.38 |
|
|
| Powell Industries (POWL) | 0.1 | $538k | +122% | 1.9k | 286.36 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $536k | NEW | 11k | 46.94 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $534k | -3% | 1.0k | 522.39 |
|
| Incyte Corporation (INCY) | 0.1 | $534k | 4.7k | 113.36 |
|
|
| ResMed (RMD) | 0.1 | $534k | -19% | 2.7k | 194.88 |
|
| United Therapeutics Corporation (UTHR) | 0.1 | $534k | 985.00 | 541.83 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $532k | NEW | 22k | 24.55 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $528k | 1.7k | 317.53 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $515k | -19% | 4.1k | 124.42 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $510k | -37% | 1.5k | 342.83 |
|
| Lowe's Companies (LOW) | 0.1 | $505k | +3% | 2.3k | 220.49 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $503k | +5% | 12k | 40.68 |
|
| Pepsi (PEP) | 0.1 | $495k | -6% | 3.7k | 135.41 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.1 | $491k | +5% | 49k | 10.03 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $480k | 769.00 | 623.54 |
|
|
| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.1 | $477k | NEW | 2.5k | 191.75 |
|
| Nebius Group Shs Class A (NBIS) | 0.1 | $477k | NEW | 1.7k | 276.17 |
|
| Waste Management (WM) | 0.1 | $475k | 2.1k | 222.88 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $470k | NEW | 1.0k | 450.98 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $449k | NEW | 2.2k | 201.61 |
|
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.0 | $444k | +2% | 10k | 43.14 |
|
| Innovator Etfs Trust Intl Developed P (IFEB) | 0.0 | $440k | -7% | 14k | 31.28 |
|
| Spdr Series Trust St Str Sp500div (SPYD) | 0.0 | $434k | 9.1k | 47.71 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $429k | -29% | 4.3k | 100.80 |
|
| International Business Machines (IBM) | 0.0 | $429k | +16% | 1.5k | 281.21 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $428k | 438.00 | 978.12 |
|
|
| Phillips 66 (PSX) | 0.0 | $425k | +2% | 2.5k | 169.05 |
|
| CF Industries Holdings (CF) | 0.0 | $424k | NEW | 3.9k | 108.26 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $423k | NEW | 1.4k | 298.07 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $418k | +6% | 2.2k | 190.92 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $407k | +45% | 2.3k | 176.32 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $406k | -11% | 13k | 30.49 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $404k | 3.2k | 127.51 |
|
|
| Copart (CPRT) | 0.0 | $403k | NEW | 14k | 28.19 |
|
| General Dynamics Corporation (GD) | 0.0 | $402k | 1.1k | 354.24 |
|
|
| Blackrock Etf Trust Isha In Ctry Etf (CORO) | 0.0 | $396k | NEW | 11k | 36.60 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $395k | -88% | 1.9k | 205.02 |
|
| McDonald's Corporation (MCD) | 0.0 | $393k | -7% | 1.5k | 270.31 |
|
| At&t (T) | 0.0 | $391k | 19k | 20.70 |
|
|
| Blackrock Etf Trust Isha La Core Etf (BLCR) | 0.0 | $390k | -13% | 7.7k | 50.37 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $390k | -9% | 6.9k | 56.22 |
|
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.0 | $384k | -6% | 1.0k | 372.03 |
|
| Blackrock (BLK) | 0.0 | $382k | -5% | 397.00 | 961.56 |
|
| CBOE Holdings (CBOE) | 0.0 | $377k | -63% | 1.6k | 242.67 |
|
| Philip Morris International (PM) | 0.0 | $377k | 2.1k | 180.91 |
|
|
| Pimco Equity Ser Rafi Dyn Multi (MFDX) | 0.0 | $375k | +5% | 9.0k | 41.64 |
|
| Emcor (EME) | 0.0 | $374k | -65% | 451.00 | 829.88 |
|
| Us Bancorp Com New (USB) | 0.0 | $372k | 6.2k | 60.40 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $372k | 1.5k | 242.43 |
|
|
| Blackrock Etf Trust Ishares Defense (IDEF) | 0.0 | $364k | -4% | 11k | 31.78 |
|
| Enbridge (ENB) | 0.0 | $363k | +4% | 6.7k | 54.21 |
|
| McKesson Corporation (MCK) | 0.0 | $357k | -2% | 473.00 | 755.60 |
|
| Deere & Company (DE) | 0.0 | $354k | -32% | 558.00 | 634.68 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $342k | 4.5k | 76.11 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $332k | -4% | 889.00 | 373.73 |
|
| Blackrock Etf Trust Isha Syst Al Etf (IALT) | 0.0 | $325k | NEW | 12k | 28.05 |
|
| Teradyne (TER) | 0.0 | $324k | NEW | 670.00 | 483.84 |
|
| Procter & Gamble Company (PG) | 0.0 | $324k | -3% | 2.2k | 146.64 |
|
| Vistra Energy (VST) | 0.0 | $322k | NEW | 2.0k | 158.63 |
|
| Pool Corporation (POOL) | 0.0 | $319k | 1.5k | 214.90 |
|
|
| Cigna Corp (CI) | 0.0 | $318k | -27% | 1.2k | 275.68 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $317k | 17k | 18.87 |
|
|
| Chubb (CB) | 0.0 | $310k | -69% | 910.00 | 340.74 |
|
| Kraft Heinz (KHC) | 0.0 | $305k | NEW | 13k | 23.62 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $297k | NEW | 1.7k | 170.86 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $296k | -69% | 3.9k | 76.55 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $293k | 2.1k | 137.54 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $293k | 2.0k | 144.61 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $290k | 7.5k | 38.73 |
|
|
| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $288k | -3% | 3.8k | 75.17 |
|
| Fidus Invt (FDUS) | 0.0 | $287k | 15k | 19.07 |
|
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.0 | $286k | NEW | 6.0k | 47.35 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $286k | -13% | 5.3k | 53.47 |
|
| Blackrock Etf Trust Isha Us Them Etf (THRO) | 0.0 | $285k | -53% | 6.6k | 43.11 |
|
| Amgen (AMGN) | 0.0 | $283k | -13% | 781.00 | 362.12 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $281k | NEW | 1.0k | 271.95 |
|
| Vici Pptys (VICI) | 0.0 | $278k | -12% | 11k | 26.55 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $278k | -80% | 2.2k | 124.44 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $277k | +681% | 2.3k | 119.52 |
|
| Tidal Trust Ii Roundhill Gener (CHAT) | 0.0 | $274k | NEW | 2.8k | 98.68 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $271k | -12% | 895.00 | 302.97 |
|
| Jack in the Box (JACK) | 0.0 | $270k | NEW | 17k | 15.81 |
|
| Principal Financial (PFG) | 0.0 | $268k | NEW | 2.5k | 107.78 |
|
| Pbf Energy Cl A (PBF) | 0.0 | $264k | -6% | 5.8k | 45.52 |
|
| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.0 | $263k | NEW | 1.6k | 165.38 |
|
| Globalstar Com New (GSAT) | 0.0 | $262k | -91% | 3.2k | 81.29 |
|
| Intel Corporation (INTC) | 0.0 | $260k | NEW | 1.9k | 139.63 |
|
| General Motors Company (GM) | 0.0 | $260k | -10% | 3.4k | 77.08 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $259k | 2.6k | 98.20 |
|
|
| MetLife (MET) | 0.0 | $249k | 2.9k | 84.61 |
|
|
| UnitedHealth (UNH) | 0.0 | $248k | NEW | 596.00 | 415.63 |
|
| Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA) | 0.0 | $247k | 6.9k | 35.62 |
|
|
| ConocoPhillips (COP) | 0.0 | $246k | 2.4k | 103.96 |
|
|
| Innovator Etfs Trust Equi Defi 1 Dece (ZDEK) | 0.0 | $244k | -19% | 9.2k | 26.42 |
|
| CSX Corporation (CSX) | 0.0 | $243k | +3% | 5.1k | 47.53 |
|
| Crane Company Common Stock (CR) | 0.0 | $239k | NEW | 1.1k | 223.07 |
|
| Cummins (CMI) | 0.0 | $239k | NEW | 335.00 | 713.21 |
|
| PNC Financial Services (PNC) | 0.0 | $232k | NEW | 944.00 | 246.22 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $230k | +2% | 1.2k | 189.73 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $230k | 5.1k | 45.34 |
|
|
| Wingstop (WING) | 0.0 | $230k | NEW | 1.3k | 173.41 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $219k | NEW | 2.2k | 101.65 |
|
| Prudential Financial (PRU) | 0.0 | $218k | 2.0k | 107.93 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $211k | NEW | 300.00 | 703.34 |
|
| Intuit (INTU) | 0.0 | $210k | NEW | 805.00 | 261.00 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $210k | NEW | 2.5k | 85.49 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $202k | NEW | 3.9k | 52.41 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $202k | NEW | 2.3k | 88.86 |
|
| Morgan Stanley Com New (MS) | 0.0 | $200k | NEW | 957.00 | 209.06 |
|
| Enterprise Products Partners (EPD) | 0.0 | $200k | 5.4k | 36.76 |
|
|
| Rigetti Computing Common Stock (RGTI) | 0.0 | $198k | NEW | 10k | 19.32 |
|
| Ayro (FABC) | 0.0 | $142k | NEW | 38k | 3.69 |
|
| Blackstone Strategic Cred 20 Com Shs Ben In (BGB) | 0.0 | $115k | -18% | 10k | 11.30 |
|
| Uranium Royalty Corp (UROY) | 0.0 | $32k | 12k | 2.78 |
|
Past Filings by JT Stratford
SEC 13F filings are viewable for JT Stratford going back to 2016
- JT Stratford 2026 Q2 filed Aug. 14, 2026
- JT Stratford 2026 Q1 filed May 15, 2026
- JT Stratford 2025 Q4 filed Feb. 12, 2026
- JT Stratford 2025 Q3 filed Nov. 12, 2025
- JT Stratford 2025 Q2 filed Aug. 13, 2025
- JT Stratford 2025 Q1 filed May 14, 2025
- JT Stratford 2024 Q4 filed Feb. 18, 2025
- JT Stratford 2024 Q3 filed Nov. 14, 2024
- JT Stratford 2024 Q2 filed Aug. 14, 2024
- JT Stratford 2024 Q1 filed May 14, 2024
- JT Stratford 2023 Q4 filed Feb. 14, 2024
- JT Stratford 2023 Q3 filed Nov. 14, 2023
- JT Stratford 2023 Q2 filed Aug. 14, 2023
- JT Stratford 2023 Q1 filed May 10, 2023
- JT Stratford 2022 Q4 filed Feb. 14, 2023
- JT Stratford 2022 Q3 filed Nov. 14, 2022