Nations Financial Group

Latest statistics and disclosures from Nations Financial Group's latest quarterly 13F-HR filing:

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Portfolio Holdings for Nations Financial Group

Companies in the Nations Financial Group portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 3.8 $25M +3% 179k 141.50
Ishares S&p Midcap Fund Etf (IJH) 3.2 $21M 79k 263.07
Microsoft Corp Stock (MSFT) 2.5 $17M +2% 59k 281.92
Ishares Russell 3000 Etf Etf (IWV) 2.4 $16M 63k 254.86
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.2 $14M 52k 272.95
Ishares S&p Small-cap Fund Etf (IJR) 2.2 $14M 131k 109.19
Ishares Core S&p 500 Etf Etf (IVV) 2.1 $14M +437% 32k 430.82
Invesco Qqq Trust Etf (QQQ) 2.0 $13M 37k 357.95
Amazon Stock (AMZN) 1.8 $12M +5% 3.6k 3284.93
Vanguard Mid-cap Index Fund Etf (VO) 1.5 $9.8M +6% 42k 236.77
Technology Select Sector Spdr Fund Etf (XLK) 1.5 $9.7M 65k 149.32
Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.5 $9.7M +9% 193k 50.01
Nvidia Corporation Stock (NVDA) 1.5 $9.6M +305% 46k 207.16
Vanguard High Dividend Yield Etf Etf (VYM) 1.4 $9.0M +13% 87k 103.35

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Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 1.3 $8.4M +21% 82k 103.04
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 1.1 $7.4M 101k 73.50
Spdr S&p 500 Etf Etf (SPY) 1.0 $6.8M +4% 16k 429.17
Paypal Hldgs Stock (PYPL) 0.9 $6.0M -4% 23k 260.20
Ishares S&p 500 Growth Etf Etf (IVW) 0.9 $5.7M +17% 77k 73.91
Pimco Active Bond Exchange-traded Fund Etf (BOND) 0.9 $5.7M +30% 51k 110.56
Invesco Dwa Smallcap Momentum Etf Etf (DWAS) 0.8 $5.6M NEW 64k 87.84
Ishares Floating Rate Bond Etf Etf (FLOT) 0.8 $5.5M +367% 108k 50.84
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.8 $5.3M +6% 106k 50.49
Invesco Ultra Short Duration Etf Etf (GSY) 0.8 $5.0M NEW 98k 50.47
Salesforce Stock (CRM) 0.7 $4.9M +101% 18k 271.21
Visa Inc Com Cl A Stock (V) 0.7 $4.8M +42% 22k 222.76
Sherwin Williams Stock (SHW) 0.7 $4.8M 17k 279.72
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.7 $4.8M +279% 47k 101.94
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.7 $4.7M +14% 1.8k 2673.63
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.7 $4.3M 142k 30.48
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.6 $4.3M +3% 28k 149.83
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.6 $4.2M NEW 24k 175.59
Spdr Gold Shares Etf (GLD) 0.6 $3.9M 24k 164.24
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.6 $3.8M 62k 61.76
Vanguard Growth Index Fund Etf (VUG) 0.6 $3.8M -4% 13k 290.20
Tesla Stock (TSLA) 0.6 $3.7M 4.7k 775.45
Blackrock Short Maturity Bond Etf Etf (NEAR) 0.6 $3.6M NEW 73k 50.13
Facebook Inc Cl A Stock (FB) 0.5 $3.4M +11% 10k 339.44
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.5 $3.3M +14% 8.00 411375.00
Reaves Util Income Fd Com Sh Ben Int Cef (UTG) 0.5 $3.2M NEW 97k 32.77
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.5 $3.1M +15% 29k 110.08
Home Depot Stock (HD) 0.5 $3.1M +15% 9.3k 328.23
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.5 $3.0M 30k 98.39
Invesco Dwa Momentum Etf Etf (PDP) 0.4 $2.9M +1370% 33k 89.47
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF) 0.4 $2.9M +5% 70k 42.42
West Pharmaceutical Svsc Stock (WST) 0.4 $2.9M +2% 6.8k 424.49
Exxon Mobil Corp Stock (XOM) 0.4 $2.8M +5% 48k 58.82
Cvs Health Corp Stock (CVS) 0.4 $2.8M 33k 84.86
Qualcomm Stock (QCOM) 0.4 $2.8M +74% 21k 129.00
Disney Walt Stock (DIS) 0.4 $2.7M +28% 16k 169.18
Stryker Corporation Stock (SYK) 0.4 $2.7M 10k 263.72
Target Corp Stock (TGT) 0.4 $2.7M +321% 12k 228.81
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.4 $2.7M +36% 20k 130.07
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.4 $2.6M -2% 17k 153.59
Ishares S&p 500 Value Etf Etf (IVE) 0.4 $2.6M -24% 18k 145.43
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.4 $2.6M NEW 27k 94.40
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC) 0.4 $2.4M 28k 86.04
Enterprise Prods Partners Stock (EPD) 0.4 $2.4M +7% 111k 21.64
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) 0.4 $2.4M NEW 65k 36.52
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.4 $2.3M +3% 13k 179.49
Ishares Core Msci Eafe Etf Etf (IEFA) 0.3 $2.3M +2% 31k 74.25
Vanguard Short-term Bond Index Fund Etf (BSV) 0.3 $2.2M 27k 81.95
Deere & Co Stock (DE) 0.3 $2.2M -5% 6.5k 335.17
Starbucks Corp Stock (SBUX) 0.3 $2.2M 20k 110.33
Automatic Data Processing Stock (ADP) 0.3 $2.2M +17% 11k 199.96
Mobile Telesystems Pub Jt Stk Adr (MBT) 0.3 $2.2M -6% 224k 9.64
Vanguard Total Stock Market Index Fund Etf (VTI) 0.3 $2.2M +13% 9.7k 222.04
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.3 $2.1M 42k 50.46
Accenture Plc Ireland Shs Class A Stock (ACN) 0.3 $2.1M +11% 6.5k 319.86
Ishares Morningstar Growth Etf Etf (ILCG) 0.3 $2.1M NEW 32k 65.54
Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $2.1M +5% 28k 74.25
Evercore Inc Class A Stock (EVR) 0.3 $2.1M +5% 15k 133.64
Price T Rowe Group Stock (TROW) 0.3 $2.0M +20% 10k 196.72
Pool Corp Stock (POOL) 0.3 $2.0M +123% 4.5k 434.43
Ishares Morningstar Large-cap Value Etf Etf (ILCV) 0.3 $1.9M NEW 30k 63.64
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.3 $1.9M +133% 24k 79.19
Verizon Communications Stock (VZ) 0.3 $1.9M +11% 35k 54.01
Ishares Msci Eafe Etf Etf (EFA) 0.3 $1.9M +254% 24k 78.01
Abbott Labs Stock (ABT) 0.3 $1.9M +6% 16k 118.13
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.3 $1.8M +56% 21k 87.51
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 0.3 $1.8M NEW 59k 31.26
Vanguard Mid-cap Value Index Fund Etf (VOE) 0.3 $1.8M +32% 13k 139.59
Health Care Select Sector Spdr Fund Etf (XLV) 0.3 $1.8M 14k 127.27
Danaher Corporation Stock (DHR) 0.3 $1.8M -20% 6.0k 304.44
Generac Hldgs Stock (GNRC) 0.3 $1.8M 4.4k 408.65
Walmart Stock (WMT) 0.3 $1.8M +5% 13k 139.36
Johnson & Johnson Stock (JNJ) 0.3 $1.7M +8% 11k 161.47
Cintas Corp Stock (CTAS) 0.3 $1.7M +3% 4.5k 380.61
Nasdaq Stock (NDAQ) 0.3 $1.7M 8.9k 193.02
Lowes Cos Stock (LOW) 0.3 $1.7M +5% 8.5k 202.81
American Tower Corp Reit (AMT) 0.3 $1.7M +6% 6.4k 265.45
Vanguard Value Index Fund Etf (VTV) 0.3 $1.7M 13k 135.41
Old Dominion Freight Line Stock (ODFL) 0.3 $1.7M 5.9k 285.93
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.3 $1.7M +151% 17k 100.70
Oneok Stock (OKE) 0.3 $1.7M +6% 29k 58.01
Yeti Hldgs Stock (YETI) 0.2 $1.6M +9% 19k 85.70
Ishares Core High Dividend Etf Etf (HDV) 0.2 $1.6M 17k 94.25
Financial Select Sector Spdr Fund Etf (XLF) 0.2 $1.6M +3% 43k 37.54
Procter And Gamble Stock (PG) 0.2 $1.6M +17% 12k 139.76
First Trust Capital Strength Etf Etf (FTCS) 0.2 $1.6M 22k 74.84
Ameriprise Finl Stock (AMP) 0.2 $1.6M +5% 6.0k 264.17
Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.2 $1.6M +40% 14k 109.34
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.2 $1.6M +8% 14k 113.27
Vanguard Small-cap Index Fund Etf (VB) 0.2 $1.5M -4% 7.1k 218.65
Schwab U.s. Large-cap Etf Etf (SCHX) 0.2 $1.5M 15k 104.02
Mastercard Incorporated Cl A Stock (MA) 0.2 $1.5M +38% 4.4k 347.65
Ishares Tips Bond Etf Etf (TIP) 0.2 $1.5M +26% 12k 127.67
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.2 $1.5M +19% 19k 82.40
Adobe Systems Incorporated Stock (ADBE) 0.2 $1.5M +24% 2.6k 575.56
Intel Corp Stock (INTC) 0.2 $1.5M +23% 28k 53.27
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $1.5M +39% 561.00 2668.45
Kla Corp Stock (KLAC) 0.2 $1.5M 4.4k 334.54
Abbvie Stock (ABBV) 0.2 $1.5M +38% 14k 107.86
S&p Global Stock (SPGI) 0.2 $1.5M +30% 3.4k 425.04
Vanguard Mega Cap Etf Etf (MGC) 0.2 $1.5M 9.6k 152.42
Ishares Russell Mid-cap Etf Etf (IWR) 0.2 $1.5M +10% 19k 78.23
Pfizer Stock (PFE) 0.2 $1.4M 34k 43.01
Best Buy Stock (BBY) 0.2 $1.4M +5% 14k 105.75
Veeva Sys Inc Cl A Stock (VEEV) 0.2 $1.4M +20% 5.0k 288.15
Northrop Grumman Corp Stock (NOC) 0.2 $1.4M +3% 3.9k 360.16
Hawkins Stock (HWKN) 0.2 $1.4M +4% 40k 34.89
Taiwan Semiconductor Mfg Adr (TSM) 0.2 $1.4M +6% 13k 111.67
Ishares Russell 1000 Growth Etf Etf (IWF) 0.2 $1.4M 5.0k 274.05
Jpmorgan Chase & Co Stock (JPM) 0.2 $1.4M +15% 8.4k 163.76
Nucor Corp Stock (NUE) 0.2 $1.4M +8% 14k 98.52
Ark Next Generation Internet Etf Etf (ARKW) 0.2 $1.4M -11% 9.8k 138.86
Csx Corp Stock (CSX) 0.2 $1.4M +19% 46k 29.74
Sprott Physical Gold & Silver Tr Unit Cef (CEF) 0.2 $1.3M +12% 78k 17.13
Vanguard Small-cap Value Index Fund Etf (VBR) 0.2 $1.3M 7.7k 169.24
First Trust Small Cap Core Alphadex Fund Etf (FYX) 0.2 $1.3M 14k 91.58
Hancock John Tax-advantaged Di Cef (HTD) 0.2 $1.3M 56k 22.88
Unitedhealth Group Stock (UNH) 0.2 $1.3M -11% 3.3k 390.67
At&t Stock (T) 0.2 $1.3M +19% 47k 27.01
Qorvo Stock (QRVO) 0.2 $1.3M 7.5k 167.13
Altria Group Stock (MO) 0.2 $1.2M 27k 45.50
Costco Whsl Corp Stock (COST) 0.2 $1.2M +8% 2.8k 449.49
Ishares Morningstar Small-cap Etf Etf (ISCB) 0.2 $1.2M 22k 56.09
Alliant Energy Corp Stock (LNT) 0.2 $1.2M 22k 55.99
Spdr Bloomberg Convertible Securities Etf Etf (CWB) 0.2 $1.2M +48% 14k 85.32
Zoetis Inc Cl A Stock (ZTS) 0.2 $1.2M +27% 6.3k 194.13
Invesco Total Return Bond Etf Etf (GTO) 0.2 $1.2M -7% 21k 56.80
Cummins Stock (CMI) 0.2 $1.2M +4% 5.3k 224.65
L3harris Technologies Stock (LHX) 0.2 $1.2M +4% 5.4k 220.30
Nextera Energy Stock (NEE) 0.2 $1.2M -53% 15k 78.56
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $1.2M 7.4k 156.52
Spdr S&p Regional Banking Etf Etf (KRE) 0.2 $1.2M -5% 17k 67.75
Nike Inc Cl B Stock (NKE) 0.2 $1.2M -2% 7.9k 145.27
Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ) 0.2 $1.1M 9.8k 116.87
Ishares Msci Emerging Markets Etf Etf (EEM) 0.2 $1.1M NEW 23k 50.37
Vanguard S&p 500 Etf Etf (VOO) 0.2 $1.1M +19% 2.9k 394.36
Victoryshares U.s. 500 Volatility Wtd Index Fund Etf (CFA) 0.2 $1.1M +3% 16k 71.09
Invesco S&p 500 Top 50 Etf Etf (XLG) 0.2 $1.1M 3.4k 329.88
Expeditors Intl Wash Stock (EXPD) 0.2 $1.1M NEW 9.3k 119.13
Boeing Stock (BA) 0.2 $1.1M +10% 5.0k 219.91
First Trust Nasdaq Rising Dividend Achievers Fund Etf (RDVY) 0.2 $1.1M +109% 23k 47.46
Energy Select Sector Spdr Fund Etf (XLE) 0.2 $1.1M +39% 21k 52.09
Applied Matls Stock (AMAT) 0.2 $1.1M +33% 8.4k 128.72
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.2 $1.1M NEW 21k 50.70
Bank Ozk Stock (OZK) 0.2 $1.1M +2% 25k 43.00
Vanguard Health Care Index Fund Etf (VHT) 0.2 $1.1M +23% 4.3k 247.15
Vanguard Real Estate Etf Etf (VNQ) 0.2 $1.1M +3% 10k 101.81
Roper Technologies Stock (ROP) 0.2 $1.1M +4% 2.4k 446.13
Polaris Stock (PII) 0.2 $1.1M +4% 8.9k 119.63
Amplify Transformational Data Sharing Etf Etf (BLOK) 0.2 $1.0M -5% 23k 44.64
Etsy Stock (ETSY) 0.2 $1.0M 4.9k 207.88
Aon Plc Shs Cl A Stock (AON) 0.2 $1.0M +42% 3.5k 285.75
Edwards Lifesciences Corp Stock (EW) 0.2 $1.0M +55% 8.9k 113.19
Industrial Select Sector Spdr Fund Etf (XLI) 0.1 $974k 10k 97.87
Texas Instrs Stock (TXN) 0.1 $972k +22% 5.1k 192.28
Thermo Fisher Scientific Stock (TMO) 0.1 $960k -25% 1.7k 571.43
Pepsico Stock (PEP) 0.1 $950k -2% 6.3k 150.36
Spdr Nuveen Bloomberg Municipal Bond Etf Etf (TFI) 0.1 $946k +2% 18k 51.56
Rivernorth Opportunities Fd In Cef (RIV) 0.1 $934k +27% 55k 16.99
Ensign Group Stock (ENSG) 0.1 $929k +4% 12k 74.89
First Tr Exchange Traded Fd Ii Cloud Computing Etf (SKYY) 0.1 $926k -19% 8.8k 105.31
Merck & Co Stock (MRK) 0.1 $916k +17% 12k 75.13
Epam Sys Stock (EPAM) 0.1 $916k 1.6k 570.36
Pennymac Finl Svcs Stock (PFSI) 0.1 $898k 15k 61.10
Electronic Arts Stock (EA) 0.1 $878k NEW 6.2k 142.19
Ishares Biotechnology Fund Etf (IBB) 0.1 $858k 5.3k 161.67
Caterpillar Stock (CAT) 0.1 $857k +3% 4.5k 191.89
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.1 $848k +35% 16k 54.67
Waste Mgmt Inc Del Stock (WM) 0.1 $847k +21% 5.7k 149.38
Ishares National Muni Bond Etf Etf (MUB) 0.1 $834k +2% 7.2k 116.12
Tekla Healthcare Invs Sh Ben Int Cef (HQH) 0.1 $827k +9% 32k 25.56
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.1 $813k 12k 68.85
Blackrock Enhanced Global Divi Cef (BOE) 0.1 $812k 69k 11.71
Amplify Online Retail Etf Etf (IBUY) 0.1 $810k +7% 7.4k 109.30
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.1 $810k +4% 9.4k 86.14
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM) 0.1 $809k +30% 16k 49.39
Marvell Technology Stock (MRVL) 0.1 $808k 13k 60.28
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.1 $806k 7.2k 112.04
Vanguard Communication Services Etf Etf (VOX) 0.1 $803k 5.7k 140.85
Invesco S&p Midcap 400 Revenue Etf Etf (RWK) 0.1 $799k 9.2k 87.26
Ishares Russell 2000 Etf Etf (IWM) 0.1 $795k +3% 3.6k 218.71
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.1 $795k 11k 74.40
Mosaic Stock (MOS) 0.1 $788k +10% 22k 35.71
Bunge Stock (BG) 0.1 $788k +4% 9.7k 81.32
Nuveen Cr Opportunities 2022 T Cef (JCO) 0.1 $780k 95k 8.19
Broadcom Stock (AVGO) 0.1 $770k +3% 1.6k 484.89
Netflix Stock (NFLX) 0.1 $769k -48% 1.3k 610.32
Big 5 Sporting Goods Corp Stock (BGFV) 0.1 $757k +101% 33k 23.03
Ford Mtr Co Del Stock (F) 0.1 $754k +2% 53k 14.16
Vaneck Intermediate Muni Etf Etf (ITM) 0.1 $749k 15k 51.28
International Business Machs Stock (IBM) 0.1 $744k -2% 5.4k 138.88
Dominion Energy Stock (D) 0.1 $740k +9% 10k 73.07
Nuveen Real Asset Income & Gro Cef (JRI) 0.1 $735k +24% 48k 15.25
Fedex Corp Stock (FDX) 0.1 $730k 3.3k 219.42
Vaneck Gold Miners Etf Etf (GDX) 0.1 $728k -14% 25k 29.49
Microchip Technology Stock (MCHP) 0.1 $725k -60% 4.7k 153.60
Customers Bancorp Stock (CUBI) 0.1 $722k 17k 43.04
Illinois Tool Wks Stock (ITW) 0.1 $719k +55% 3.5k 206.73
Cisco Sys Stock (CSCO) 0.1 $718k +10% 13k 54.42
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.1 $718k +67% 7.9k 91.41
Entegris Stock (ENTG) 0.1 $717k 5.7k 125.92
First Trust Nasdaq Clean Edge Green Energy Etf Etf (QCLN) 0.1 $715k +6% 11k 62.58
Ishares Gold Trust Etf (IAU) 0.1 $699k +5% 21k 33.42
Bk Of America Corp Stock (BAC) 0.1 $694k +43% 16k 42.44
Innovator U.s. Equity Buffer Etf - February Etf (BFEB) 0.1 $688k 22k 30.81
3M Stock (MMM) 0.1 $680k +50% 3.9k 175.48
Ross Stores Stock (ROST) 0.1 $679k +12% 6.2k 108.87
Spdr Doubleline Short Duration Total Return Tactical Etf Etf (STOT) 0.1 $672k -2% 14k 49.58
Square Inc Cl A Stock (SQ) 0.1 $668k +36% 2.8k 239.77
Communication Services Select Sector Spdra Fund Etf (XLC) 0.1 $660k +24% 8.2k 80.16
Enphase Energy Stock (ENPH) 0.1 $660k +12% 4.4k 149.97
Nuveen Dow 30 Dynmc Overwrt Cef (DIAX) 0.1 $648k 39k 16.75
Ark Innovation Etf Etf (ARKK) 0.1 $647k +4% 5.9k 110.47
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.1 $647k -4% 11k 60.02
Philip Morris Intl Stock (PM) 0.1 $643k -3% 6.8k 94.85
Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf Etf (SRVR) 0.1 $641k +3% 17k 38.91
Honeywell Intl Stock (HON) 0.1 $639k +69% 3.0k 212.29
First Tr Exchange-traded Fd Dj Internt Idx Etf (FDN) 0.1 $625k 2.7k 235.85
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR) 0.1 $621k 22k 28.59
Amgen Stock (AMGN) 0.1 $621k -18% 2.9k 212.82
Coca Cola Stock (KO) 0.1 $615k +121% 12k 52.45
Ishares Msci Acwi Index Fund Etf (ACWI) 0.1 $612k 6.1k 99.93
Quanta Svcs Stock (PWR) 0.1 $607k +19% 5.3k 113.82
Aptiv Stock (APTV) 0.1 $606k +27% 4.1k 149.00
Tempur Sealy Intl Stock (TPX) 0.1 $605k +17% 13k 46.41
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $602k +3% 9.5k 63.24
Monster Beverage Corp Stock (MNST) 0.1 $598k NEW 6.7k 88.84
First Trust Managed Municipal Etf Etf (FMB) 0.1 $597k 11k 56.78
Skyworks Solutions Stock (SWKS) 0.1 $595k +62% 3.6k 164.68
Davita Stock (DVA) 0.1 $582k 5.0k 116.21
Invesco S&p Midcap Low Volatility Etf Etf (XMLV) 0.1 $578k -3% 11k 52.51
Horizon Therapeutics Pub L Stock (HZNP) 0.1 $575k NEW 5.3k 109.48
Calamos Strategic Total Return Com Sh Ben Int Cef (CSQ) 0.1 $570k 32k 17.72
Direxion Auspice Broad Commodity Strategy Etf Etf (COM) 0.1 $564k NEW 18k 31.69
Ecolab Stock (ECL) 0.1 $553k 2.7k 208.60
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.1 $551k +29% 4.8k 114.89
Cohen & Steers Infrastructure Cef (UTF) 0.1 $551k 20k 27.09
Intuitive Surgical Stock (ISRG) 0.1 $549k 552.00 994.57
Invesco Bulletshares 2023 Corporate Bond Etf Etf (BSCN) 0.1 $541k +98% 25k 21.66
Chevron Corp Stock (CVX) 0.1 $539k 5.3k 101.49
Materials Select Sector Spdr Fund Etf (XLB) 0.1 $534k +15% 6.7k 79.12
Mcdonalds Corp Stock (MCD) 0.1 $530k -2% 2.2k 241.35
Invesco Buyback Achievers Etf Etf (PKW) 0.1 $525k 5.8k 90.14
United Microelectronics Corp Adr (UMC) 0.1 $522k 46k 11.43
Regeneron Pharmaceuticals Stock (REGN) 0.1 $521k -2% 860.00 605.81
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.1 $514k +71% 12k 43.69
Raytheon Technologies Corp Stock (RTX) 0.1 $513k -5% 6.0k 86.02
Kimberly-clark Corp Stock (KMB) 0.1 $506k +2% 3.8k 132.50
Spdr Nyse Technology Etf Etf (XNTK) 0.1 $490k -22% 3.1k 156.40
Cohen & Steers Reit & Pfd & In Cef (RNP) 0.1 $485k 19k 25.66
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL) 0.1 $483k +10% 16k 29.75
Align Technology Stock (ALGN) 0.1 $470k NEW 706.00 665.72
Eagle Matls Stock (EXP) 0.1 $470k +2% 3.6k 131.10
D R Horton Stock (DHI) 0.1 $468k +6% 5.6k 83.92
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR) 0.1 $466k 15k 30.67
Zoom Video Communications Inc Cl A Stock (ZM) 0.1 $464k -74% 1.8k 261.56
United Parcel Service Inc Cl B Stock (UPS) 0.1 $464k -7% 2.5k 182.18
Vanguard Materials Index Fund Etf (VAW) 0.1 $457k 2.6k 173.43
Apollo Global Mgmt Inc Com Cl A Stock (APO) 0.1 $457k NEW 7.4k 61.54
Innovator U.s. Equity Buffer Etf A September Etf (BSEP) 0.1 $457k NEW 15k 31.22
Svb Financial Group Stock (SIVB) 0.1 $456k NEW 705.00 646.81
Southern Stock (SO) 0.1 $453k 7.3k 61.93
Invesco S&p Smallcap Low Volatility Etf Etf (XSLV) 0.1 $452k -4% 9.6k 47.13
Paychex Stock (PAYX) 0.1 $447k NEW 4.0k 112.59
Invesco Optimum Yield Diversified Commodity Strategy Noa K-1a Etf Etf (PDBC) 0.1 $446k 21k 21.05
Innovator U.s Equity Power Buffer Etf A September Etf (PSEP) 0.1 $445k NEW 15k 29.07
Intuit Stock (INTU) 0.1 $445k +3% 824.00 540.05
Johnson Ctls Intl Stock (JCI) 0.1 $444k -6% 6.5k 68.15
Invesco Bulletshares 2021 Corporate Bond Etf Etf (BSCL) 0.1 $441k +5% 21k 21.09
Conocophillips Stock (COP) 0.1 $437k +7% 6.4k 67.76
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY) 0.1 $432k -2% 9.8k 44.31
First Trust Senior Loan Fund Etf (FTSL) 0.1 $428k NEW 8.9k 47.90
Newmont Corp Stock (NEM) 0.1 $428k 7.9k 54.29
Fastenal Stock (FAST) 0.1 $428k 8.3k 51.63
Ericsson Adr B Sek 10 Adr (ERIC) 0.1 $427k 38k 11.20
Capital Bancorp Inc Md Stock (CBNK) 0.1 $427k 18k 24.03
Union Pac Corp Stock (UNP) 0.1 $426k NEW 2.2k 196.04
Shopify Inc Cl A Stock (SHOP) 0.1 $424k +8% 313.00 1354.63
Ishares Russell 2000 Growth Etf Etf (IWO) 0.1 $422k -20% 1.4k 293.46
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 0.1 $421k +68% 20k 21.44
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP) 0.1 $420k +70% 19k 22.18
Canadian Natl Ry Stock (CNI) 0.1 $418k NEW 3.6k 115.53
Matson Stock (MATX) 0.1 $416k NEW 5.2k 80.73
Ark Genomic Revolution Etf Etf (ARKG) 0.1 $416k +8% 5.6k 74.69
Walgreens Boots Alliance Stock (WBA) 0.1 $412k -2% 8.8k 47.02
Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO) 0.1 $410k +72% 19k 22.10
Delaware Enhanced Global Divid Cef (DEX) 0.1 $410k 41k 10.12
Iq Hedge Event-driven Tracker Etf Etf (QED) 0.1 $406k +5% 17k 23.77
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS) 0.1 $405k +73% 18k 22.94
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) 0.1 $405k +74% 19k 21.84
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.1 $400k 5.9k 67.41
Factset Resh Sys Stock (FDS) 0.1 $400k NEW 1.0k 394.87
Marinemax Stock (HZO) 0.1 $394k 8.1k 48.49
Lockheed Martin Corp Stock (LMT) 0.1 $388k 1.1k 345.50
Lilly Eli & Co Stock (LLY) 0.1 $385k 1.7k 230.95
Invesco Bulletshares 2021 High Yield Corporate Bond Etf Etf (BSJL) 0.1 $384k +4% 17k 22.97
Advent Conv & Income Cef (AVK) 0.1 $382k +10% 21k 17.98
Advanced Micro Devices Stock (AMD) 0.1 $378k -17% 3.7k 102.94
Vanguard Energy Index Fund Etf (VDE) 0.1 $376k 5.1k 73.91
Federal Agric Mtg Corp Cl C Stock (AGM) 0.1 $374k 3.4k 108.47
Analog Devices Stock (ADI) 0.1 $373k NEW 2.2k 167.41
Pimco Enhanced Low Duration Active Exchange-traded Fund Etf (LDUR) 0.1 $368k +60% 3.6k 101.88
Garmin Stock (GRMN) 0.1 $365k NEW 2.3k 155.58
Medtronic Stock (MDT) 0.1 $364k 2.9k 125.52
Comcast Corp New Cl A Stock (CMCSA) 0.1 $364k +15% 6.5k 55.88
Rockwell Automation Stock (ROK) 0.1 $363k 1.2k 294.40
Novo-nordisk A S Adr (NVO) 0.1 $363k NEW 3.8k 96.16
Corning Stock (GLW) 0.1 $362k 9.9k 36.49
Invesco Preferred Etf Etf (PGX) 0.1 $361k +23% 24k 15.02
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 0.1 $359k 2.3k 157.80
Blackstone Stock (BX) 0.1 $358k -12% 3.1k 116.31
Ufp Industries Stock (UFPI) 0.1 $356k 5.2k 67.99
Vaneck Short High Yield Muni Etf Etf (SHYD) 0.1 $353k 14k 25.10
Invesco Bulletshares 2022 Corporate Bond Etf Etf (BSCM) 0.1 $345k +7% 16k 21.50
Fortinet Stock (FTNT) 0.1 $344k -11% 1.2k 291.77
Invesco S&p Global Water Index Etf Etf (CGW) 0.1 $343k 6.1k 55.85
Kroger Stock (KR) 0.1 $340k +9% 8.4k 40.44
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.1 $336k +2% 3.2k 104.28
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.1 $336k 9.3k 36.22
Spdr S&p Homebuilders Etf Etf (XHB) 0.1 $334k +14% 4.6k 71.84
Invesco Dynamic Large Cap Growth Etf Etf (PWB) 0.1 $331k 4.5k 73.93
Nokia Corp Adr (NOK) 0.1 $331k 61k 5.45
Lamar Advertising Co New Cl A Reit (LAMR) 0.0 $329k 2.9k 113.37
Bio Rad Labs Inc Cl A Stock (BIO) 0.0 $329k NEW 441.00 746.03
Nuveen Esg Small-cap Etf Etf (NUSC) 0.0 $325k -42% 7.5k 43.54
Tekla Healthcare Opportunities Cef (THQ) 0.0 $324k +10% 14k 22.68
Vanguard Total Bond Market Index Fund Etf (BND) 0.0 $320k NEW 3.7k 85.58
Idexx Labs Stock (IDXX) 0.0 $318k NEW 512.00 621.09
Asml Holding N V N Y Registry Adr (ASML) 0.0 $318k NEW 427.00 744.73
Vanguard Information Technology Index Fund Etf (VGT) 0.0 $318k +5% 793.00 401.01
Vanguard Total World Stock Index Fund Etf (VT) 0.0 $318k -4% 3.1k 101.89
Vanguard Total International Bond Etf Etf (BNDX) 0.0 $315k 5.5k 56.94
Vanguard Mega Cap Growth Etf Etf (MGK) 0.0 $314k 1.3k 234.50
Vanguard Financials Index Fund Etf (VFH) 0.0 $314k +24% 3.4k 92.71
Innovator U.s. Equity Buffer Etf - January Etf (BJAN) 0.0 $314k -21% 8.7k 36.07
Steel Dynamics Stock (STLD) 0.0 $314k +30% 5.4k 58.41
Mettler Toledo International Stock (MTD) 0.0 $310k 225.00 1377.78
Docusign Stock (DOCU) 0.0 $306k 1.2k 257.79
Alibaba Group Hldg Adr (BABA) 0.0 $306k +83% 2.1k 147.90
Anheuser Busch Inbev Sa Adr (BUD) 0.0 $305k 5.4k 56.37
Citizens Finl Group Stock (CFG) 0.0 $305k 6.5k 46.92
Teleflex Incorporated Stock (TFX) 0.0 $305k NEW 809.00 377.01
First Trust Preferred Securities And Income Etf Etf (FPE) 0.0 $304k +14% 15k 20.51
American Elec Pwr Stock (AEP) 0.0 $302k +12% 3.7k 81.18
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.0 $302k -4% 2.3k 133.22
Draftkings Inc Com Cl A Stock (DKNG) 0.0 $299k -56% 6.2k 48.23
Hershey Stock (HSY) 0.0 $293k NEW 1.7k 169.07
Moodys Corp Stock (MCO) 0.0 $293k NEW 824.00 355.58
First Trust Mid Cap Core Alphadex Fund Etf (FNX) 0.0 $293k 3.0k 97.83
Dow Stock (DOW) 0.0 $290k +40% 5.0k 57.61
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.0 $290k NEW 2.8k 102.51
Ishares Preferred And Income Securities Etf Etf (PFF) 0.0 $288k +31% 7.4k 38.84
Freeport-mcmoran Inc Cl B Stock (FCX) 0.0 $287k +9% 8.8k 32.48
Celanese Corp Del Stock (CE) 0.0 $286k NEW 1.9k 150.84
Invesco S&p 500 Pure Value Etf Etf (RPV) 0.0 $284k NEW 3.7k 75.83
Invesco Dynamic Leisure And Entertainment Etf Etf (PEJ) 0.0 $281k +19% 5.6k 50.40
Lam Research Corp Stock (LRCX) 0.0 $281k NEW 493.00 569.98
Invesco Dwa Emerging Markets Momentum Etf Etf (PIE) 0.0 $280k 12k 24.35
Bristol-myers Squibb Stock (BMY) 0.0 $278k -11% 4.7k 59.14
Arista Networks Stock (ANET) 0.0 $278k NEW 808.00 344.06
Iq Merger Arbitrage Etf Etf (MNA) 0.0 $275k 8.4k 32.84
Henry Jack & Assoc Stock (JKHY) 0.0 $274k NEW 1.7k 163.88
Global X Lithium & Battery Tech Etf Etf (LIT) 0.0 $273k NEW 3.3k 82.06
Vaneck Short Muni Etf Etf (SMB) 0.0 $273k 15k 18.02
Innovator U.s. Equity Power Buffer Etf - May Etf (PMAY) 0.0 $273k 9.3k 29.48
Ft Cboe Vest U.s. Equity Deep Buffer Etf - February Etf (DFEB) 0.0 $272k 7.9k 34.24
Clean Energy Fuels Corp Stock (CLNE) 0.0 $271k NEW 33k 8.16
Ishares Core S&p U.s. Value Etf Etf (IUSV) 0.0 $268k NEW 3.8k 70.97
Canadian Pac Ry Stock (CP) 0.0 $267k NEW 4.1k 65.14
Ametek Stock (AME) 0.0 $266k NEW 2.1k 123.89
Invesco Solar Etf Etf (TAN) 0.0 $266k +9% 3.3k 79.95
Clorox Co Del Stock (CLX) 0.0 $264k NEW 1.6k 165.93
Proshares Russell 2000 Dividend Growers Etf Etf (SMDV) 0.0 $263k +4% 4.3k 61.55
General Electric Stock (GE) 0.0 $263k -87% 2.6k 102.90
First Trust Low Duration Mortgage Opportunities Etf Etf (LMBS) 0.0 $262k 5.2k 50.60
Invesco Bulletshares 2022 High Yield Corporate Bond Etf Etf (BSJM) 0.0 $253k +8% 11k 23.28
Ishares Dow Jones U.s. Etf Etf (IYY) 0.0 $253k 2.3k 107.84
Cohen & Steers Quality Income Cef (RQI) 0.0 $252k +2% 17k 14.91
Tractor Supply Stock (TSCO) 0.0 $249k 1.2k 202.60
Vmware Inc Cl A Stock (VMW) 0.0 $248k NEW 1.7k 148.59
Church & Dwight Stock (CHD) 0.0 $246k NEW 3.0k 82.69
Us Bancorp Del Stock (USB) 0.0 $245k NEW 4.1k 59.35
Ishares S&p 100 Etf Etf (OEF) 0.0 $243k 1.2k 197.40
Tekla Life Sciences Invs Sh Ben Int Cef (HQL) 0.0 $243k NEW 12k 20.77
360 Digitech Inc American Dep Adr (QFIN) 0.0 $242k 12k 20.35
Wells Fargo Stock (WFC) 0.0 $241k 5.2k 46.51
Fleetcor Technologies Stock (FLT) 0.0 $240k NEW 917.00 261.72
Idex Corp Stock (IEX) 0.0 $240k NEW 1.2k 206.54
Hologic Stock (HOLX) 0.0 $234k NEW 3.2k 73.82
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