MONECO Advisors

Latest statistics and disclosures from MONECO Advisors's latest quarterly 13F-HR filing:

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Positions held by MONECO Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for MONECO Advisors

MONECO Advisors holds 379 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.8 $20M +8% 103k 192.53
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Vanguard Index Fds Growth Etf (VUG) 3.2 $17M +46% 54k 310.88
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Ishares Tr S&p 100 Etf (OEF) 2.7 $14M NEW 63k 223.39
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Microsoft Corporation (MSFT) 2.5 $13M +37% 36k 376.04
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Schwab Strategic Tr Us Dividend Eq (SCHD) 2.2 $12M 153k 76.13
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $10M +4% 22k 475.31
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Johnson & Johnson (JNJ) 1.8 $9.7M 62k 156.74
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Ishares Tr Msci Usa Min Vol (USMV) 1.7 $8.8M -4% 112k 78.03
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Amazon (AMZN) 1.6 $8.2M +51% 54k 151.94
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Spdr Ser Tr S&p Divid Etf (SDY) 1.5 $8.1M -4% 65k 124.97
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Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 1.5 $7.8M 145k 54.17
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.4 $7.4M +63% 160k 46.63
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Alphabet Cap Stk Cl A (GOOGL) 1.3 $7.0M +143% 50k 139.69
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Ishares Tr Core S&p Ttl Stk (ITOT) 1.2 $6.1M 58k 105.23
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Cambria Etf Tr Shshld Yield Etf (SYLD) 1.2 $6.0M +20% 89k 67.57
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 1.1 $5.9M +6% 137k 43.27
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $5.5M 15k 356.66
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Vanguard Index Fds Mid Cap Etf (VO) 1.0 $5.5M +342% 24k 232.64
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J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) 1.0 $5.4M -4% 106k 50.60
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Spdr Gold Tr Gold Shs (GLD) 0.9 $4.8M -3% 25k 191.17
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.9 $4.7M +19% 30k 157.80
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.9 $4.6M +4% 54k 85.34
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UnitedHealth (UNH) 0.9 $4.6M +127% 8.7k 526.47
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.9 $4.5M +164% 50k 91.39
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Ishares Tr Eafe Value Etf (EFV) 0.8 $4.2M NEW 81k 52.10
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.8 $4.1M +3% 108k 37.72
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.8 $4.0M NEW 27k 147.14
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $3.9M +922% 39k 98.88
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Wisdomtree Tr India Erngs Fd (EPI) 0.7 $3.8M NEW 93k 41.00
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NVIDIA Corporation (NVDA) 0.7 $3.6M -2% 7.2k 495.24
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Vanguard Index Fds Small Cp Etf (VB) 0.7 $3.5M +90% 16k 213.33
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Spdr Ser Tr Bloomberg Invt (FLRN) 0.7 $3.5M NEW 114k 30.59
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $3.5M 8.5k 409.53
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Nuveen Equity Premium Income Fund (BXMX) 0.7 $3.5M 271k 12.83
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.7 $3.4M +51% 16k 219.56
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.6 $3.4M -15% 36k 93.81
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Innovative Industria A (IIPR) 0.6 $3.2M NEW 32k 100.82
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Ishares Tr Ibds Dec28 Etf (IBDT) 0.6 $3.0M +15% 120k 25.09
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Accenture Plc Ireland Shs Class A (ACN) 0.5 $2.9M +387% 8.2k 350.93
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Ishares Tr Ibonds Dec24 Etf (IBDP) 0.5 $2.8M +25% 113k 24.91
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Mastercard Incorporated Cl A (MA) 0.5 $2.8M +388% 6.6k 426.49
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Pacer Fds Tr Pacer Us Small (CALF) 0.5 $2.7M +46% 57k 48.03
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.5 $2.7M +6% 33k 83.63
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Ishares Tr Latn Amer 40 Etf (ILF) 0.5 $2.7M NEW 92k 29.06
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Adobe Systems Incorporated (ADBE) 0.5 $2.7M +659% 4.5k 596.65
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Chevron Corporation (CVX) 0.5 $2.6M +108% 18k 149.16
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Duke Energy Corp Com New (DUK) 0.5 $2.6M +483% 27k 97.04
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Vanguard Index Fds Value Etf (VTV) 0.5 $2.6M -8% 17k 149.50
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Altria (MO) 0.5 $2.6M +446% 63k 40.34
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Crown Castle Intl (CCI) 0.5 $2.5M NEW 22k 115.19
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Enterprise Products Partners (EPD) 0.5 $2.5M +419% 95k 26.35
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Exxon Mobil Corporation (XOM) 0.5 $2.5M -2% 25k 99.98
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $2.5M +6% 52k 47.90
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Spotify Technology S A SHS (SPOT) 0.5 $2.5M NEW 13k 187.91
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Etf Managers Tr Prime Cybr Scrty 0.5 $2.4M NEW 40k 60.41
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $2.4M +12% 7.8k 303.16
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Pacer Fds Tr Trendpilot 100 (PTNQ) 0.4 $2.3M +4% 36k 65.33
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $2.3M +20% 45k 51.99
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Vanguard World Mega Cap Val Etf (MGV) 0.4 $2.3M NEW 21k 109.37
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First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.4 $2.3M -16% 37k 62.92
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Tesla Motors (TSLA) 0.4 $2.2M +2% 9.0k 248.48
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JPMorgan Chase & Co. (JPM) 0.4 $2.2M -7% 13k 170.10
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Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.4 $2.2M NEW 112k 19.74
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Ishares S&p Gsci Commodity- Unit Ben Int (GSG) 0.4 $2.2M 108k 20.06
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $2.2M 38k 56.40
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $2.1M -6% 38k 55.90
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Meta Platforms Cl A (META) 0.4 $2.1M -5% 6.0k 353.96
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $2.0M 21k 95.20
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Alphabet Cap Stk Cl C (GOOG) 0.4 $2.0M +10% 14k 140.93
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Procter & Gamble Company (PG) 0.4 $2.0M +39% 14k 146.54
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Global X Fds Fintech Etf (FINX) 0.4 $1.9M NEW 76k 25.57
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Walt Disney Company (DIS) 0.4 $1.8M +21% 20k 90.29
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.3 $1.8M +19% 88k 20.89
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Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) 0.3 $1.8M +2% 79k 23.15
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Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.3 $1.8M +53% 73k 24.76
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Visa Com Cl A (V) 0.3 $1.8M +19% 6.9k 260.36
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.8M +4% 11k 170.40
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Eli Lilly & Co. (LLY) 0.3 $1.8M +8% 3.0k 582.93
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Ishares Tr Pfd And Incm Sec (PFF) 0.3 $1.7M -14% 56k 31.19
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.7M -4% 8.6k 200.72
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Costco Wholesale Corporation (COST) 0.3 $1.7M -4% 2.6k 660.16
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.7M +53% 7.2k 237.23
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $1.7M +35% 9.6k 175.22
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First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.3 $1.6M -12% 18k 91.56
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Ishares Tr Ibonds Dec2026 (IBDR) 0.3 $1.6M +41% 67k 23.90
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $1.6M -3% 25k 65.06
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Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.3 $1.6M NEW 99k 15.97
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.6M 3.3k 477.63
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.6M +2% 8.8k 179.96
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Broadcom (AVGO) 0.3 $1.6M +12% 1.4k 1116.11
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Ishares Core Msci Emkt (IEMG) 0.3 $1.6M NEW 31k 50.58
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.3 $1.6M +82% 77k 20.28
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $1.5M +27% 6.4k 241.78
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Abbott Laboratories (ABT) 0.3 $1.5M +303% 14k 110.07
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $1.5M 127k 11.47
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Ishares Tr Ibonds 27 Etf (IBDS) 0.3 $1.4M +37% 60k 23.93
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $1.4M +50% 42k 34.01
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Ssga Active Tr Spdr Dbleln Shrt (STOT) 0.3 $1.4M NEW 30k 46.84
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CVS Caremark Corporation (CVS) 0.3 $1.4M -2% 18k 78.96
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Abbvie (ABBV) 0.3 $1.4M -9% 9.0k 154.96
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Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.3M NEW 19k 70.35
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Flexshares Tr Iboxx 3r Targt (TDTT) 0.3 $1.3M -10% 56k 23.62
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Republic Services (RSG) 0.3 $1.3M 8.0k 164.91
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International Business Machines (IBM) 0.2 $1.3M +3% 8.0k 163.54
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Union Pacific Corporation (UNP) 0.2 $1.3M +56% 5.2k 245.62
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.3M -4% 15k 88.36
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $1.3M +7% 16k 77.73
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Pepsi (PEP) 0.2 $1.3M +49% 7.5k 169.83
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ON Semiconductor (ON) 0.2 $1.3M +4% 15k 83.53
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First Tr Mid Cap Core Alphad Com Shs (FNX) 0.2 $1.3M -14% 12k 104.45
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Prologis (PLD) 0.2 $1.3M 9.4k 133.30
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Select Sector Spdr Tr Technology (XLK) 0.2 $1.3M 6.5k 192.47
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.2M -3% 17k 73.55
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Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.2 $1.2M +3% 54k 23.13
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.2M 8.6k 145.01
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $1.2M 16k 79.22
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Netflix (NFLX) 0.2 $1.2M 2.5k 486.91
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.2 $1.2M +49% 58k 20.46
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Merck & Co (MRK) 0.2 $1.2M +2% 11k 109.02
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McDonald's Corporation (MCD) 0.2 $1.2M +30% 3.9k 296.51
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Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.2 $1.2M +4% 53k 21.66
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Freeport-mcmoran CL B (FCX) 0.2 $1.1M -3% 26k 42.57
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $1.1M +48% 58k 19.30
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Home Depot (HD) 0.2 $1.1M +2% 3.2k 346.57
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Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.2 $1.1M +32% 26k 41.43
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Coca-Cola Company (KO) 0.2 $1.1M +3% 18k 58.93
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Ishares Tr International Sl (ISCF) 0.2 $1.1M +64% 33k 32.13
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $1.0M +3% 34k 31.01
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $1.0M -6% 15k 70.28
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Verizon Communications (VZ) 0.2 $1.0M -14% 27k 37.70
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Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.2 $1.0M NEW 67k 15.15
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At&t (T) 0.2 $1.0M -9% 60k 16.78
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $970k +5% 16k 61.90
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Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.2 $967k -34% 17k 56.57
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Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.2 $965k +59% 59k 16.42
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $959k 9.2k 104.46
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Honeywell International (HON) 0.2 $956k +67% 4.6k 209.72
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.2 $955k 13k 73.38
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Ishares Tr Mrning Sm Cp Etf (ISCV) 0.2 $929k 16k 59.21
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Boeing Company (BA) 0.2 $923k -4% 3.5k 260.69
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $914k +65% 9.4k 96.85
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Pacer Fds Tr Trendpilot Intl (PTIN) 0.2 $909k 33k 27.56
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $904k +8% 18k 51.66
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Lockheed Martin Corporation (LMT) 0.2 $895k +3% 2.0k 453.33
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $895k 12k 77.02
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Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.2 $886k +123% 48k 18.55
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Barclays Bank Djubs Cmdt Etn36 (DJP) 0.2 $886k +2% 29k 30.39
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $884k 5.4k 165.25
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Oracle Corporation (ORCL) 0.2 $881k -3% 8.4k 105.43
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Ishares Tr U S Equity Factr (LRGF) 0.2 $879k NEW 18k 48.29
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Pfizer (PFE) 0.2 $871k +35% 30k 28.79
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Bank of America Corporation (BAC) 0.2 $868k -61% 26k 33.67
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Applied Materials (AMAT) 0.2 $851k +3% 5.3k 162.06
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $838k +2% 17k 50.23
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Raytheon Technologies Corp (RTX) 0.2 $832k 9.9k 84.14
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Ishares Tr Intl Sel Div Etf (IDV) 0.2 $828k +8% 30k 27.99
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Caterpillar (CAT) 0.2 $827k -12% 2.8k 295.70
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Shell Spon Ads (SHEL) 0.2 $822k +237% 13k 65.80
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Phillips 66 (PSX) 0.2 $808k +6% 6.1k 133.14
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.2 $791k +56% 41k 19.46
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $788k NEW 13k 62.66
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $786k +4% 19k 42.18
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $777k 10k 75.10
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Waste Management (WM) 0.1 $766k +13% 4.3k 179.12
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $757k +9% 18k 41.10
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Rockwell Automation (ROK) 0.1 $755k +6% 2.4k 310.47
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Ishares Tr TRS FLT RT BD (TFLO) 0.1 $755k NEW 15k 50.47
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First Tr Value Line Divid In SHS (FVD) 0.1 $752k 19k 40.56
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Select Sector Spdr Tr Energy (XLE) 0.1 $751k 9.0k 83.84
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Blackstone Group Inc Com Cl A (BX) 0.1 $742k -12% 5.7k 130.93
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Cisco Systems (CSCO) 0.1 $733k -52% 15k 50.52
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Lowe's Companies (LOW) 0.1 $731k 3.3k 222.55
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Nextera Energy (NEE) 0.1 $730k +15% 12k 60.74
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Illinois Tool Works (ITW) 0.1 $718k +40% 2.7k 261.91
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $716k -11% 2.6k 277.20
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Qualcomm (QCOM) 0.1 $710k 4.9k 144.62
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $709k NEW 4.5k 156.89
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Intel Corporation (INTC) 0.1 $698k -2% 14k 50.25
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Advanced Micro Devices (AMD) 0.1 $691k -4% 4.7k 147.41
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Newmont Mining Corporation (NEM) 0.1 $682k +8% 17k 41.39
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $667k +10% 14k 47.24
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $657k -7% 4.8k 136.38
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Springworks Therapeutics (SWTX) 0.1 $652k 18k 36.50
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Devon Energy Corporation (DVN) 0.1 $651k +8% 14k 45.30
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Wal-Mart Stores (WMT) 0.1 $642k 4.1k 157.65
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $640k 5.6k 114.03
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $636k +197% 12k 54.98
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salesforce (CRM) 0.1 $633k +43% 2.4k 263.14
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Intuit (INTU) 0.1 $609k 974.00 624.81
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Align Technology (ALGN) 0.1 $608k +4% 2.2k 274.00
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $605k +5% 1.4k 436.67
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ConocoPhillips (COP) 0.1 $602k +32% 5.2k 116.06
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Ford Motor Company (F) 0.1 $599k 49k 12.19
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $598k -6% 8.6k 69.34
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American Centy Etf Tr Us Quality Grow (QGRO) 0.1 $598k +18% 7.9k 76.08
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Albemarle Corporation (ALB) 0.1 $597k +6% 4.1k 144.47
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Axsome Therapeutics (AXSM) 0.1 $596k 7.5k 79.59
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Nutrien (NTR) 0.1 $595k +5% 11k 56.33
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Southern Company (SO) 0.1 $588k NEW 8.4k 70.12
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Cigna Corp (CI) 0.1 $574k NEW 1.9k 299.45
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $568k +40% 5.2k 108.24
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $566k 2.2k 262.24
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Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.1 $560k 17k 32.86
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Eaton Corp SHS (ETN) 0.1 $549k -15% 2.3k 240.78
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Blackrock Res & Commodities SHS (BCX) 0.1 $541k 61k 8.88
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Automatic Data Processing (ADP) 0.1 $537k +32% 2.3k 232.94
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Ishares Gold Tr Ishares New (IAU) 0.1 $536k -15% 14k 39.03
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Thermo Fisher Scientific (TMO) 0.1 $530k +40% 998.00 530.84
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Cummins (CMI) 0.1 $522k -6% 2.2k 239.52
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Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.1 $519k 11k 48.13
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Stryker Corporation (SYK) 0.1 $514k 1.7k 299.39
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Gilead Sciences (GILD) 0.1 $512k +12% 6.3k 81.01
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Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $506k NEW 22k 23.38
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Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA) 0.1 $505k 7.0k 72.37
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Amgen (AMGN) 0.1 $501k -11% 1.7k 288.02
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Bristol Myers Squibb (BMY) 0.1 $498k +34% 9.7k 51.31
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Medtronic SHS (MDT) 0.1 $496k -5% 6.0k 82.39
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M&T Bank Corporation (MTB) 0.1 $495k +16% 3.6k 137.10
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Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $493k +8% 22k 22.73
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General Dynamics Corporation (GD) 0.1 $485k +12% 1.9k 259.68
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $485k +55% 4.3k 111.63
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BP Sponsored Adr (BP) 0.1 $465k 13k 35.40
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Kraft Heinz (KHC) 0.1 $462k 13k 36.98
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GSK Sponsored Adr (GSK) 0.1 $461k +2% 12k 37.06
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Ishares Tr Rus Top 200 Etf (IWL) 0.1 $452k 3.9k 115.09
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Cabot Oil & Gas Corporation (CTRA) 0.1 $449k 18k 25.52
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Colgate-Palmolive Company (CL) 0.1 $448k +18% 5.6k 79.71
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Invesco Exchng Trad Slf Inde Bulletshs 2032 (BSCW) 0.1 $444k +74% 22k 20.69
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $444k 5.3k 82.96
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Lpl Financial Holdings (LPLA) 0.1 $437k 1.9k 227.64
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Fiserv (FI) 0.1 $434k +8% 3.3k 132.84
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Constellation Brands Cl A (STZ) 0.1 $433k 1.8k 241.77
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Oneok (OKE) 0.1 $433k +66% 6.2k 70.22
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Ishares Tr Exponential Tech (XT) 0.1 $429k NEW 7.2k 59.87
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Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $421k NEW 25k 16.64
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First Tr Exchange Traded Materials Alph (FXZ) 0.1 $418k -25% 6.1k 68.96
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Ishares Tr Glb Infrastr Etf (IGF) 0.1 $415k -19% 8.8k 47.05
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $414k -6% 7.4k 56.14
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Flexshares Tr Qlt Div Def Idx (QDEF) 0.1 $413k 7.0k 59.06
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Omega Healthcare Investors (OHI) 0.1 $401k 13k 30.66
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Select Sector Spdr Tr Financial (XLF) 0.1 $400k 11k 37.60
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Emerson Electric (EMR) 0.1 $395k 4.1k 97.32
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $394k -6% 8.3k 47.49
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $390k +12% 3.9k 99.24
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $390k +10% 8.0k 48.72
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $388k NEW 5.0k 77.51
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $384k -3% 7.4k 52.20
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Travelers Companies (TRV) 0.1 $381k 2.0k 190.45
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Invesco Exchng Trad Slf Inde Bulletshs 2030 (BSJU) 0.1 $380k +2% 15k 25.47
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Deere & Company (DE) 0.1 $378k +42% 945.00 399.93
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $375k NEW 9.0k 41.93
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Ishares Tr Ibonds Dec 2031 (IBDW) 0.1 $375k 18k 20.77
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Westrock (WRK) 0.1 $374k 9.0k 41.52
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Cintas Corporation (CTAS) 0.1 $372k 618.00 602.66
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3M Company (MMM) 0.1 $370k -28% 3.4k 109.32
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $366k -28% 4.5k 82.05
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Micron Technology (MU) 0.1 $362k 4.2k 85.33
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $360k +22% 5.1k 70.10
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Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.1 $358k +12% 16k 22.71
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Sun Life Financial (SLF) 0.1 $356k 6.9k 51.86
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Analog Devices (ADI) 0.1 $356k 1.8k 198.53
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Ishares Tr Mbs Etf (MBB) 0.1 $352k -31% 3.7k 94.08
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $351k +7% 4.0k 88.70
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Kkr & Co (KKR) 0.1 $347k 4.2k 82.85
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O'reilly Automotive (ORLY) 0.1 $347k 365.00 950.08
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Mondelez Intl Cl A (MDLZ) 0.1 $342k +6% 4.7k 72.43
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $339k -9% 4.5k 75.67
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Wells Fargo & Company (WFC) 0.1 $337k -7% 6.8k 49.22
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TJX Companies (TJX) 0.1 $337k -4% 3.6k 93.81
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Ishares Msci Emerg Mrkt (EEMV) 0.1 $335k -2% 6.0k 55.59
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Ishares Silver Tr Ishares (SLV) 0.1 $335k +2% 15k 21.78
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $333k +18% 1.9k 173.89
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Intuitive Surgical Com New (ISRG) 0.1 $330k 977.00 337.27
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Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 0.1 $326k +2% 15k 21.18
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Ares Capital Corporation (ARCC) 0.1 $324k -3% 16k 20.03
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Goldman Sachs (GS) 0.1 $324k +10% 839.00 385.92
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Target Corporation (TGT) 0.1 $323k 2.3k 142.44
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Metropcs Communications (TMUS) 0.1 $320k +8% 2.0k 160.36
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Comcast Corp Cl A (CMCSA) 0.1 $317k +16% 7.2k 43.85
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Nxp Semiconductors N V (NXPI) 0.1 $312k -12% 1.4k 229.70
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Victory Portfolios Ii Vcshs Us Discvry (CSF) 0.1 $311k -30% 6.3k 49.17
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Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.1 $308k +16% 14k 22.37
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Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.1 $307k NEW 13k 23.76
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Totalenergies Se Sponsored Ads (TTE) 0.1 $306k 4.5k 67.37
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Ark Etf Tr Innovation Etf (ARKK) 0.1 $306k 5.8k 52.37
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Fs Kkr Capital Corp (FSK) 0.1 $301k -4% 15k 19.97
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $301k +7% 622.00 483.95
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Chubb (CB) 0.1 $301k 1.3k 225.98
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Ishares Tr Ibonds Dec 2030 (IBDV) 0.1 $299k 14k 21.64
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Spdr Index Shs Fds S&p China Etf (GXC) 0.1 $298k NEW 4.4k 68.12
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $297k +4% 3.5k 84.88
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $297k 2.9k 104.09
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Global X Fds Glbl X Mlp Etf (MLPA) 0.1 $297k NEW 6.7k 44.30
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $296k 1.1k 273.65
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $295k 1.7k 174.85
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Fortinet (FTNT) 0.1 $293k 5.0k 58.53
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Apple Hospitality Reit Com New (APLE) 0.1 $292k 18k 16.61
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Philip Morris International (PM) 0.1 $290k 3.1k 94.08
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Microchip Technology (MCHP) 0.1 $289k 3.2k 90.18
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American Express Company (AXP) 0.1 $285k 1.5k 187.35
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $280k 20k 13.80
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Linde SHS (LIN) 0.1 $280k +19% 682.00 410.99
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Ishares Tr Ibonds Dec 28 (IBMQ) 0.1 $280k NEW 11k 25.59
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Ishares Tr Ibonds Dec (IBMM) 0.1 $278k NEW 11k 25.93
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Ishares Tr Ibonds Dec 27 (IBMP) 0.1 $278k NEW 11k 25.41
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Ishares Tr Ibonds Dec 26 (IBMO) 0.1 $278k NEW 11k 25.51
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Ishares Tr Ibonds Dec 25 (IBMN) 0.1 $278k NEW 11k 26.55
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Uber Technologies (UBER) 0.1 $272k 4.4k 61.57
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Wisdomtree Tr Us Midcap Divid (DON) 0.1 $272k 6.0k 45.69
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $271k +11% 1.6k 168.53
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $270k -3% 4.2k 63.75
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General Electric Com New (GE) 0.1 $267k +12% 2.1k 127.64
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Cbre Group Cl A (CBRE) 0.1 $265k 2.8k 93.09
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $265k NEW 7.2k 36.96
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Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.0 $262k NEW 11k 23.90
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Te Connectivity SHS (TEL) 0.0 $254k -61% 1.8k 140.47
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Pioneer Natural Resources (PXD) 0.0 $253k +3% 1.1k 224.84
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FedEx Corporation (FDX) 0.0 $251k 990.00 252.99
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Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.0 $250k -3% 9.9k 25.35
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MasTec (MTZ) 0.0 $249k +4% 3.3k 75.72
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Texas Instruments Incorporated (TXN) 0.0 $249k NEW 1.5k 170.51
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Broadridge Financial Solutions (BR) 0.0 $247k 1.2k 205.75
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Dow (DOW) 0.0 $246k +7% 4.5k 54.85
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $244k NEW 323.00 756.35
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Skyworks Solutions (SWKS) 0.0 $244k -20% 2.2k 112.39
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $244k -3% 7.5k 32.64
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $242k NEW 1.5k 164.42
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Vanguard World Fds Utilities Etf (VPU) 0.0 $241k NEW 1.8k 137.08
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Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.0 $238k +11% 9.7k 24.54
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $238k 4.3k 55.67
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Diageo Spon Adr New (DEO) 0.0 $237k +12% 1.6k 145.63
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Clorox Company (CLX) 0.0 $236k NEW 1.7k 142.59
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Ameriprise Financial (AMP) 0.0 $233k 614.00 380.07
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $233k -24% 925.00 252.14
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Citigroup Com New (C) 0.0 $232k NEW 4.5k 51.43
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $230k -5% 2.2k 104.92
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Danaher Corporation (DHR) 0.0 $228k +14% 986.00 231.33
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Charles Schwab Corporation (SCHW) 0.0 $228k NEW 3.3k 68.80
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Jinkosolar Hldg Sponsored Adr (JKS) 0.0 $227k -11% 6.1k 36.94
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Cme (CME) 0.0 $227k NEW 1.1k 210.54
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Boston Scientific Corporation (BSX) 0.0 $227k 3.9k 57.81
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Northrop Grumman Corporation (NOC) 0.0 $227k NEW 484.00 468.25
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Ishares Tr Ibonds Dec 29 (IBDU) 0.0 $226k NEW 9.8k 23.07
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Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) 0.0 $226k NEW 9.1k 24.92
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $225k 1.9k 116.31
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Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.0 $224k NEW 5.1k 43.70
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Xylem (XYL) 0.0 $224k NEW 2.0k 114.36
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Unilever Spon Adr New (UL) 0.0 $223k NEW 4.6k 48.48
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Kimberly-Clark Corporation (KMB) 0.0 $222k NEW 1.8k 121.48
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Sherwin-Williams Company (SHW) 0.0 $221k NEW 708.00 311.76
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Olin Corp Com Par $1 (OLN) 0.0 $219k 4.1k 53.96
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BlackRock Floating Rate Income Trust (BGT) 0.0 $218k NEW 18k 12.38
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Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.0 $217k -45% 2.2k 99.11
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Mettler-Toledo International (MTD) 0.0 $216k -6% 178.00 1212.96
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Invesco Exchange Traded Fd T Semiconductors (PSI) 0.0 $213k NEW 4.3k 49.51
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Kroger (KR) 0.0 $213k 4.7k 45.71
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Sprott Fds Tr Uranium Miners E (URNM) 0.0 $213k NEW 4.4k 48.27
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Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.0 $212k NEW 8.9k 23.75
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Novartis Sponsored Adr (NVS) 0.0 $212k -2% 2.1k 100.95
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Highland Opportunities Highland Income (HFRO) 0.0 $211k -38% 28k 7.69
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NVR (NVR) 0.0 $210k NEW 30.00 7000.47
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Norfolk Southern (NSC) 0.0 $210k NEW 886.00 236.51
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Ishares Tr Us Home Cons Etf (ITB) 0.0 $206k NEW 2.0k 101.73
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Shopify Cl A (SHOP) 0.0 $206k NEW 2.6k 77.90
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EOG Resources (EOG) 0.0 $205k -10% 1.7k 120.95
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Ishares Tr National Mun Etf (MUB) 0.0 $204k NEW 1.9k 108.41
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $204k NEW 2.7k 75.35
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Marathon Petroleum Corp (MPC) 0.0 $203k NEW 1.4k 148.38
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BlackRock