J.w. Cole Advisors

Latest statistics and disclosures from J.w. Cole Advisors's latest quarterly 13F-HR filing:

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Positions held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for J.w. Cole Advisors

J.w. Cole Advisors holds 816 positions in its portfolio as reported in the December 2023 quarterly 13F filing

J.w. Cole Advisors has 816 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.3 $107M +7% 556k 192.53
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.8 $48M +4% 100k 475.31
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Invesco Qqq Tr Unit Ser 1 (QQQ) 2.5 $42M +11% 103k 409.53
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Microsoft Corporation (MSFT) 2.3 $39M +19% 103k 376.05
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Ishares Tr Core S&p500 Etf (IVV) 2.2 $37M +56% 77k 477.64
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Amazon (AMZN) 1.5 $25M +11% 167k 151.94
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Ishares Tr Core Div Grwth (DGRO) 1.4 $24M -4% 447k 53.82
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J P Morgan Exchange Traded F Equity Premium (JEPI) 1.2 $20M +8% 371k 54.98
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Vanguard Specialized Funds Div App Etf (VIG) 1.1 $18M +24% 107k 170.40
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $18M +4% 240k 75.10
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Select Sector Spdr Tr Technology (XLK) 1.0 $18M +10% 91k 192.48
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Vanguard Index Fds Growth Etf (VUG) 1.0 $17M +13% 56k 310.88
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NVIDIA Corporation (NVDA) 0.9 $15M +7% 31k 495.25
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $15M +6% 43k 356.66
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $15M +18% 310k 47.90
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Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $15M +23% 62k 237.22
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Ishares Tr Russell 2000 Etf (IWM) 0.8 $15M +62% 72k 200.71
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $14M +83% 33k 436.81
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Alphabet Cap Stk Cl C (GOOG) 0.8 $13M +15% 93k 140.93
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Vanguard Index Fds Value Etf (VTV) 0.7 $13M +29% 85k 149.50
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.7 $12M +5% 233k 51.99
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.7 $12M -28% 237k 50.24
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Tesla Motors (TSLA) 0.7 $12M +16% 46k 248.48
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United Parcel Service CL B (UPS) 0.7 $11M +4% 73k 157.23
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.7 $11M +5% 82k 136.38
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $11M +2% 68k 164.42
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Ishares Tr S&p 500 Val Etf (IVE) 0.6 $11M -7% 62k 173.89
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.6 $11M +311% 169k 63.33
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.6 $11M +17% 148k 72.03
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Exxon Mobil Corporation (XOM) 0.6 $11M +5% 105k 99.98
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Meta Platforms Cl A (META) 0.6 $10M +8% 29k 353.96
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Alphabet Cap Stk Cl A (GOOGL) 0.6 $9.9M +9% 71k 139.69
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Johnson & Johnson (JNJ) 0.6 $9.8M +14% 63k 156.74
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Verizon Communications (VZ) 0.6 $9.8M +55% 260k 37.70
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Vanguard World Fds Industrial Etf (VIS) 0.6 $9.5M -30% 43k 220.43
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Ishares Tr Msci Eafe Etf (EFA) 0.5 $9.1M +20% 121k 75.35
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Vanguard Index Fds Mid Cap Etf (VO) 0.5 $8.9M +7% 38k 232.64
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.5 $8.5M +567% 73k 117.13
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.5 $8.0M +117% 114k 70.28
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Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $7.8M +18% 28k 277.15
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Ishares Tr Core S&p Scp Etf (IJR) 0.5 $7.7M +53% 71k 108.25
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Procter & Gamble Company (PG) 0.4 $7.6M +31% 52k 146.54
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Boeing Company (BA) 0.4 $7.6M +5% 29k 260.66
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $7.5M +84% 20k 376.89
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Northern Lts Fd Tr Iii Hcm Defen 500 (LGH) 0.4 $7.4M 179k 41.16
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.4 $7.3M 146k 50.23
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Ishares Tr Blackrock Ultra (ICSH) 0.4 $7.1M +5% 142k 50.36
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Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $6.9M +85% 55k 124.97
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $6.9M +3% 66k 104.46
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JPMorgan Chase & Co. (JPM) 0.4 $6.6M +11% 39k 170.11
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Chevron Corporation (CVX) 0.4 $6.5M +24% 44k 149.16
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Reaves Util Income Com Sh Ben Int (UTG) 0.4 $6.5M +1046% 243k 26.74
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Vanguard World Fds Materials Etf (VAW) 0.4 $6.5M -11% 34k 189.94
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $6.4M +126% 41k 157.80
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Vanguard World Fds Inf Tech Etf (VGT) 0.4 $6.3M -22% 13k 483.98
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Tidal Etf Tr Foliobeyond Alte (RISR) 0.4 $6.3M +49% 201k 31.30
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At&t (T) 0.4 $6.2M +44% 368k 16.78
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $6.2M +12% 65k 95.20
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Ishares Tr Msci Usa Min Vol (USMV) 0.4 $6.1M 78k 78.03
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Global X Fds S&p 500 Covered (XYLD) 0.4 $6.1M +7% 154k 39.44
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Home Depot (HD) 0.4 $6.0M -3% 17k 346.55
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $6.0M +24% 122k 49.37
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Global X Fds Nasdaq 100 Cover (QYLD) 0.3 $5.9M +5% 342k 17.34
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $5.9M +5% 20k 303.17
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $5.8M +38% 27k 213.33
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Pacer Fds Tr Globl Cash Etf (GCOW) 0.3 $5.8M +7% 169k 34.27
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Ishares Tr Core Us Aggbd Et (AGG) 0.3 $5.7M -12% 57k 99.25
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Merck & Co (MRK) 0.3 $5.6M +19% 52k 109.02
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Ishares Tr Us Aer Def Etf (ITA) 0.3 $5.6M +528% 44k 126.60
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McDonald's Corporation (MCD) 0.3 $5.6M +13% 19k 296.53
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Ishares Tr Short Treas Bd (SHV) 0.3 $5.6M -6% 50k 110.13
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Abbvie (ABBV) 0.3 $5.5M +57% 36k 154.97
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $5.5M +513% 118k 46.63
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.3 $5.3M +32% 37k 143.64
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Eli Lilly & Co. (LLY) 0.3 $5.3M -4% 9.1k 582.91
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $5.2M 63k 82.96
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Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH) 0.3 $5.2M 103k 50.27
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $5.0M +18% 29k 174.87
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $5.0M +593% 55k 91.39
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $5.0M 121k 41.10
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Pfizer (PFE) 0.3 $5.0M +25% 172k 28.79
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Coca-Cola Company (KO) 0.3 $4.9M +7% 84k 58.93
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Ishares Tr S&p 100 Etf (OEF) 0.3 $4.8M 22k 223.39
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RPM International (RPM) 0.3 $4.7M 43k 111.63
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Lockheed Martin Corporation (LMT) 0.3 $4.7M +73% 11k 453.26
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Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $4.7M 29k 165.25
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Visa Com Cl A (V) 0.3 $4.6M +15% 18k 260.36
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $4.6M +62% 26k 178.81
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Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $4.5M -25% 51k 88.36
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Wal-Mart Stores (WMT) 0.3 $4.5M -2% 28k 157.66
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $4.2M +4% 52k 81.28
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First Tr Exchange-traded Smid Risng Etf (SDVY) 0.2 $4.2M +105% 127k 32.77
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $4.1M +34% 28k 147.14
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Devon Energy Corporation (DVN) 0.2 $4.1M +5% 90k 45.30
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Select Sector Spdr Tr Indl (XLI) 0.2 $4.1M -33% 36k 113.99
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $4.0M -2% 22k 179.97
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $3.9M +99% 35k 111.63
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.2 $3.9M +12% 82k 47.86
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $3.9M +20% 7.7k 507.40
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Select Sector Spdr Tr Energy (XLE) 0.2 $3.9M -14% 46k 83.84
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Bank of America Corporation (BAC) 0.2 $3.9M 115k 33.67
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $3.9M +7% 53k 73.55
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Ishares Tr U.s. Fin Svc Etf (IYG) 0.2 $3.9M -24% 22k 179.21
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First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $3.8M 83k 46.07
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Pioneer Natural Resources (PXD) 0.2 $3.8M +3% 17k 224.87
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $3.8M 70k 53.84
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $3.8M +2% 50k 76.13
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Ishares Tr Msci Intl Qualty (IQLT) 0.2 $3.8M +283% 100k 37.56
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Union Pacific Corporation (UNP) 0.2 $3.8M +10% 15k 245.63
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Netflix (NFLX) 0.2 $3.7M +67% 7.5k 486.88
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $3.6M +60% 91k 40.21
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $3.6M +12% 52k 70.35
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Ishares Tr Select Divid Etf (DVY) 0.2 $3.6M +3% 31k 117.22
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Vanguard World Mega Grwth Ind (MGK) 0.2 $3.6M -2% 14k 259.51
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ConocoPhillips (COP) 0.2 $3.5M +2% 30k 116.07
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Spdr Gold Tr Gold Shs (GLD) 0.2 $3.5M -9% 18k 191.17
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Select Sector Spdr Tr Financial (XLF) 0.2 $3.4M +14% 91k 37.60
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Walt Disney Company (DIS) 0.2 $3.4M 38k 90.29
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Gilead Sciences (GILD) 0.2 $3.4M +6% 42k 81.01
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Timothy Plan Us Lrgmd Cp Core (TPLC) 0.2 $3.4M 89k 38.21
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DNP Select Income Fund (DNP) 0.2 $3.4M +6% 397k 8.48
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Cisco Systems (CSCO) 0.2 $3.4M +99% 67k 50.52
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Pacer Fds Tr Pacer Us Small (CALF) 0.2 $3.3M +94% 68k 48.03
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $3.3M 52k 62.66
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International Business Machines (IBM) 0.2 $3.2M +3% 20k 163.56
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Invesco Actively Managed Etf Aaa Clo Fltng Rt (ICLO) 0.2 $3.2M NEW 126k 25.56
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Costco Wholesale Corporation (COST) 0.2 $3.2M -17% 4.8k 660.07
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Spdr Ser Tr S&p Biotech (XBI) 0.2 $3.1M -6% 35k 89.29
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $3.1M -7% 41k 77.02
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $3.1M +2% 60k 51.67
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Fs Kkr Capital Corp (FSK) 0.2 $3.1M +3% 154k 19.97
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $3.1M +20% 59k 52.20
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Intel Corporation (INTC) 0.2 $3.0M -10% 60k 50.25
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Ishares Tr Core High Dv Etf (HDV) 0.2 $2.9M 29k 101.99
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Blackstone Group Inc Com Cl A (BX) 0.2 $2.9M -5% 22k 130.92
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $2.9M +2% 36k 80.04
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Raytheon Technologies Corp (RTX) 0.2 $2.9M +21% 34k 84.14
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Oracle Corporation (ORCL) 0.2 $2.9M +27% 27k 105.43
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $2.8M +26% 28k 100.27
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Timothy Plan Hig Dv Stk Etf (TPHD) 0.2 $2.8M 84k 33.12
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First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 0.2 $2.8M 139k 20.06
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $2.8M -3% 42k 66.49
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Global X Fds Dow 30 Covered C (DJIA) 0.2 $2.7M +3% 125k 21.91
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Amgen (AMGN) 0.2 $2.7M +238% 9.4k 288.03
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Broadcom (AVGO) 0.2 $2.7M +4% 2.4k 1116.12
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $2.7M +7% 26k 105.23
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First Tr Morningstar Divid L SHS (FDL) 0.2 $2.7M -14% 75k 35.88
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Duke Energy Corp Com New (DUK) 0.2 $2.7M 28k 97.04
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UnitedHealth (UNH) 0.2 $2.7M +7% 5.1k 526.49
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Comcast Corp Cl A (CMCSA) 0.2 $2.7M +27% 61k 43.85
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Vanguard World Mega Cap Val Etf (MGV) 0.2 $2.6M -14% 24k 109.37
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $2.6M +18% 41k 65.06
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Phillips Edison & Co Common Stock (PECO) 0.2 $2.6M -8% 72k 36.48
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.2 $2.6M +2% 61k 43.27
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First Tr Value Line Divid In SHS (FVD) 0.2 $2.6M -10% 65k 40.56
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $2.6M +3% 27k 96.85
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Prudential Financial (PRU) 0.2 $2.6M 25k 103.71
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salesforce (CRM) 0.2 $2.6M +23% 9.9k 263.14
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $2.6M +4% 33k 77.73
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $2.6M +41% 52k 49.39
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $2.6M -46% 9.5k 270.80
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Goldman Sachs (GS) 0.1 $2.6M -4% 6.6k 385.79
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $2.5M +148% 44k 57.96
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Caterpillar (CAT) 0.1 $2.5M +12% 8.6k 295.75
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Advanced Micro Devices (AMD) 0.1 $2.5M +21% 17k 147.41
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Honeywell International (HON) 0.1 $2.4M +18% 12k 209.71
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Applied Materials (AMAT) 0.1 $2.4M +3% 15k 162.07
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Vanguard World Fds Consum Stp Etf (VDC) 0.1 $2.4M -6% 13k 190.95
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Fidelity Covington Trust Enhanced Large 0.1 $2.4M NEW 89k 26.85
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Pepsi (PEP) 0.1 $2.4M +49% 14k 169.84
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Ishares U S Etf Tr Blackrock Sh Dur (NEAR) 0.1 $2.4M +50% 47k 50.52
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Adobe Systems Incorporated (ADBE) 0.1 $2.3M +83% 3.9k 596.52
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Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $2.3M +61% 92k 25.09
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Vanguard World Fds Utilities Etf (VPU) 0.1 $2.3M -20% 17k 137.07
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Nextera Energy (NEE) 0.1 $2.3M +4% 38k 60.74
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Ishares Tr S&P SML 600 GWT (IJT) 0.1 $2.3M +17% 18k 125.14
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Qualcomm (QCOM) 0.1 $2.2M +74% 16k 144.63
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Vanguard World Fds Health Car Etf (VHT) 0.1 $2.2M -35% 8.8k 250.69
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $2.2M +27% 24k 92.16
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $2.2M +17% 27k 82.04
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $2.2M -37% 46k 47.49
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Spdr Ser Tr SPDR S&P1500VL (VLU) 0.1 $2.2M +21% 13k 160.28
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $2.1M +12% 9.8k 219.56
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Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $2.1M +3% 33k 64.69
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Ishares Tr Ibonds 24 Trm Hg (IBHD) 0.1 $2.1M +41% 90k 23.21
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Abbott Laboratories (ABT) 0.1 $2.1M -2% 19k 110.07
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Deere & Company (DE) 0.1 $2.0M +39% 5.1k 399.99
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Texas Instruments Incorporated (TXN) 0.1 $2.0M +63% 12k 170.46
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $2.0M 29k 70.10
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BlackRock MuniHoldings New Jersey Ins Fn (MUJ) 0.1 $2.0M +3% 175k 11.41
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $2.0M -10% 9.2k 218.15
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $2.0M +4% 37k 54.08
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $2.0M +3% 47k 42.18
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $2.0M +289% 26k 76.38
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Ishares Core Msci Emkt (IEMG) 0.1 $2.0M +114% 39k 50.58
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Brown Forman Corp CL B (BF.B) 0.1 $1.9M +17% 34k 57.10
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.9M -2% 25k 77.37
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Southern Company (SO) 0.1 $1.9M +15% 27k 70.12
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Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.1 $1.9M +3% 61k 30.81
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.9M +65% 15k 122.75
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Ishares Gold Tr Ishares New (IAU) 0.1 $1.8M +19% 47k 39.03
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First Tr Exchange-traded Nasd Tech Div (TDIV) 0.1 $1.8M +122% 29k 64.09
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Fidelity Covington Trust Consmr Staples (FSTA) 0.1 $1.8M -3% 41k 44.63
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $1.8M -15% 43k 42.59
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American Express Company (AXP) 0.1 $1.8M +35% 9.8k 187.35
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Illinois Tool Works (ITW) 0.1 $1.8M +389% 7.0k 261.95
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $1.8M +2% 23k 77.39
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Ishares Tr Morningstr Us Eq (ILCB) 0.1 $1.8M 27k 65.76
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Vanguard World Fds Consum Dis Etf (VCR) 0.1 $1.8M -12% 5.8k 304.56
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Northrop Grumman Corporation (NOC) 0.1 $1.8M +67% 3.8k 468.15
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.7M +52% 34k 51.05
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Lowe's Companies (LOW) 0.1 $1.7M +21% 7.8k 222.56
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $1.7M -3% 32k 53.97
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $1.7M -43% 26k 66.38
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.7M +9% 12k 145.01
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $1.7M +20% 20k 84.87
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $1.7M +18% 17k 100.51
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $1.7M +3% 11k 156.89
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $1.7M 18k 89.81
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First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.1 $1.7M +13% 40k 41.57
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Altria (MO) 0.1 $1.6M +13% 41k 40.34
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PPG Industries (PPG) 0.1 $1.6M +6% 11k 149.55
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Uber Technologies (UBER) 0.1 $1.6M -48% 27k 61.57
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Bristol Myers Squibb (BMY) 0.1 $1.6M +9% 32k 51.31
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.6M +50% 3.00 542625.00
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $1.6M 34k 47.56
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $1.6M +4% 47k 33.73
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Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.1 $1.6M +19% 57k 27.66
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $1.6M +45% 28k 55.90
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $1.6M +11% 2.7k 576.09
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $1.5M NEW 17k 88.71
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Wells Fargo & Company (WFC) 0.1 $1.5M 31k 49.22
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $1.5M +27% 30k 51.28
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Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $1.5M +6% 19k 78.94
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First Tr Exch Traded Fd Iii Rivr Frnt Dyn (RFEM) 0.1 $1.5M -2% 25k 59.13
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Ishares Tr Us Trsprtion (IYT) 0.1 $1.5M NEW 5.6k 262.44
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.5M 5.8k 252.23
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Mp Materials Corp Com Cl A (MP) 0.1 $1.5M -6% 74k 19.85
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General Electric Com New (GE) 0.1 $1.4M +2% 11k 127.64
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Medtronic SHS (MDT) 0.1 $1.4M +97% 18k 82.38
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Consolidated Edison (ED) 0.1 $1.4M +97% 16k 90.97
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CVS Caremark Corporation (CVS) 0.1 $1.4M +3% 18k 78.96
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $1.4M +43% 46k 31.19
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.4M -33% 14k 102.88
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Ishares Tr U.s. Energy Etf (IYE) 0.1 $1.4M NEW 32k 44.12
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Phillips 66 (PSX) 0.1 $1.4M +86% 11k 133.15
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Mastercard Incorporated Cl A (MA) 0.1 $1.4M +26% 3.3k 426.54
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Ishares Tr Us Hlthcare Etf (IYH) 0.1 $1.4M +436% 4.8k 286.27
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Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.1 $1.4M 32k 43.70
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Ishares Tr National Mun Etf (MUB) 0.1 $1.4M +38% 13k 108.42
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Past Filings by J.w. Cole Advisors

SEC 13F filings are viewable for J.w. Cole Advisors going back to 2019

View all past filings