Pacific Center for Financial Services
Latest statistics and disclosures from Pacific Center for Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, VUSB, VTI, JEPI, SMLF, and represent 51.23% of Pacific Center for Financial Services's stock portfolio.
- Added to shares of these 10 stocks: VUSB, SMLF, JEPI, VTI, MSFT, IJH, SPY, JEPQ, VYM, XMHQ.
- Started 9 new stock positions in WPM, DJT, ALK, JEPQ, GME, QCLN, Super Micro Computer, IJS, ASTS.
- Reduced shares in these 10 stocks: MDY, QQQ, XLF, AAPL, DIS, KMI, VXUS, T, EFAV, V.
- Sold out of its positions in DG, Lumber Liquidators Holdings.
- Pacific Center for Financial Services was a net buyer of stock by $3.8M.
- Pacific Center for Financial Services has $380M in assets under management (AUM), dropping by 6.45%.
- Central Index Key (CIK): 0001698222
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Portfolio Holdings for Pacific Center for Financial Services
Pacific Center for Financial Services holds 485 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 13.1 | $50M | 102k | 488.07 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 10.5 | $40M | +2% | 798k | 49.94 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 10.4 | $40M | 139k | 283.16 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 10.3 | $39M | 660k | 59.51 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 6.9 | $26M | +2% | 395k | 66.35 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 6.0 | $23M | 222k | 102.58 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 4.4 | $17M | 171k | 97.42 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 3.7 | $14M | +2% | 228k | 62.32 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.6 | $14M | +2% | 24k | 573.75 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 3.1 | $12M | 131k | 91.31 |
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| Vanguard World Mega Grwth Ind (MGK) | 3.1 | $12M | 37k | 321.95 |
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| Apple (AAPL) | 2.2 | $8.3M | 36k | 233.00 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.0 | $7.7M | -3% | 14k | 569.65 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 1.3 | $4.8M | 67k | 71.73 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.2 | $4.5M | 17k | 263.83 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $4.1M | +3% | 8.8k | 460.26 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.0 | $3.7M | +8% | 29k | 128.20 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.7 | $2.5M | +4% | 57k | 44.67 |
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| NVIDIA Corporation (NVDA) | 0.6 | $2.3M | 19k | 121.44 |
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| Microsoft Corporation (MSFT) | 0.6 | $2.2M | +19% | 5.2k | 430.32 |
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| Chevron Corporation (CVX) | 0.6 | $2.2M | 15k | 147.27 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.6 | $2.1M | 12k | 181.98 |
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| Visa Com Cl A (V) | 0.4 | $1.5M | -3% | 5.6k | 274.96 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $1.5M | -5% | 23k | 64.74 |
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| Procter & Gamble Company (PG) | 0.4 | $1.4M | 8.4k | 173.19 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.3M | 11k | 116.96 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.3 | $1.3M | 22k | 59.22 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.3 | $1.0M | +22% | 4.5k | 230.59 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $1.0M | 6.5k | 154.01 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $988k | +26% | 1.9k | 527.60 |
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| Amazon (AMZN) | 0.3 | $981k | 5.3k | 186.34 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.2 | $938k | 24k | 39.27 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $925k | 3.3k | 282.18 |
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| At&t (T) | 0.2 | $892k | -8% | 41k | 22.00 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.2 | $885k | 17k | 50.74 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.2 | $872k | 21k | 41.55 |
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| Costco Wholesale Corporation (COST) | 0.2 | $861k | 972.00 | 886.24 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $860k | 5.1k | 167.19 |
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| Wells Fargo & Company (WFC) | 0.2 | $850k | 15k | 56.49 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $706k | 3.3k | 210.84 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $670k | 2.8k | 243.06 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $644k | 5.5k | 117.22 |
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| Eaton Corp SHS (ETN) | 0.2 | $620k | 1.9k | 331.44 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $585k | 3.5k | 165.85 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $582k | -11% | 7.6k | 76.70 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $520k | 4.3k | 120.36 |
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| Abbvie (ABBV) | 0.1 | $519k | 2.6k | 197.47 |
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| Meta Platforms Cl A (META) | 0.1 | $505k | 882.00 | 572.67 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $489k | -4% | 587.00 | 833.25 |
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| Nextera Energy (NEE) | 0.1 | $461k | 5.5k | 84.54 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $458k | 15k | 30.23 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $440k | 2.2k | 198.05 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $431k | 4.4k | 98.79 |
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| Walt Disney Company (DIS) | 0.1 | $427k | -21% | 4.4k | 96.20 |
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| Copart (CPRT) | 0.1 | $405k | 7.7k | 52.40 |
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| Coca-Cola Company (KO) | 0.1 | $390k | 5.4k | 71.86 |
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| Kinder Morgan (KMI) | 0.1 | $361k | -22% | 16k | 22.09 |
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| Avnet (AVT) | 0.1 | $361k | 6.6k | 54.31 |
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| Valero Energy Corporation (VLO) | 0.1 | $359k | 2.7k | 135.05 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $353k | 833.00 | 423.28 |
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| Ge Aerospace Com New (GE) | 0.1 | $335k | 1.8k | 188.57 |
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| Verizon Communications (VZ) | 0.1 | $327k | +10% | 7.3k | 44.91 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $317k | 2.4k | 135.07 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $317k | 1.4k | 225.76 |
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| Dolby Laboratories Com Cl A (DLB) | 0.1 | $316k | 4.1k | 76.53 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $315k | NEW | 5.7k | 54.93 |
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| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.1 | $297k | 6.3k | 47.25 |
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| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.1 | $273k | 4.5k | 61.04 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $267k | 3.2k | 84.54 |
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| Caterpillar (CAT) | 0.1 | $266k | 680.00 | 391.25 |
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| UnitedHealth (UNH) | 0.1 | $260k | 445.00 | 584.73 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $259k | -9% | 6.2k | 41.77 |
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| Johnson & Johnson (JNJ) | 0.1 | $254k | 1.6k | 162.04 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $253k | 673.00 | 375.38 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $245k | 708.00 | 345.29 |
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| Oracle Corporation (ORCL) | 0.1 | $244k | 1.4k | 170.40 |
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| Home Depot (HD) | 0.1 | $236k | 582.00 | 405.47 |
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| Linde SHS (LIN) | 0.1 | $236k | 494.00 | 476.86 |
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| Automatic Data Processing (ADP) | 0.1 | $235k | -2% | 850.00 | 276.73 |
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| Citigroup Com New (C) | 0.1 | $231k | 3.7k | 62.60 |
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| Merck & Co (MRK) | 0.1 | $230k | 2.0k | 113.56 |
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| Bank of America Corporation (BAC) | 0.1 | $225k | +16% | 5.7k | 39.68 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $223k | 452.00 | 493.35 |
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| Netflix (NFLX) | 0.1 | $219k | 309.00 | 709.30 |
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| Ishares Tr Residential Mult (REZ) | 0.1 | $218k | 2.5k | 88.82 |
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| Wal-Mart Stores (WMT) | 0.1 | $217k | 2.7k | 80.75 |
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| Simpson Manufacturing (SSD) | 0.1 | $211k | 1.1k | 191.27 |
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| Booking Holdings (BKNG) | 0.1 | $211k | 50.00 | 4212.12 |
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| Consolidated Edison (ED) | 0.1 | $208k | 2.0k | 104.13 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $206k | 630.00 | 326.73 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $202k | 1.2k | 167.63 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $193k | 1.0k | 190.72 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $193k | 329.00 | 586.52 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $191k | 5.8k | 33.23 |
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| American Electric Power Company (AEP) | 0.0 | $187k | 1.8k | 102.60 |
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| Badger Meter (BMI) | 0.0 | $187k | 854.00 | 218.41 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $185k | 4.5k | 40.63 |
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| BancFirst Corporation (BANF) | 0.0 | $184k | 1.8k | 105.25 |
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| Honeywell International (HON) | 0.0 | $184k | 890.00 | 206.71 |
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| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $178k | 8.8k | 20.38 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $175k | 2.1k | 83.15 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $173k | 2.1k | 80.78 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $160k | 918.00 | 174.05 |
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| Target Corporation (TGT) | 0.0 | $157k | 1.0k | 155.88 |
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| Ross Stores (ROST) | 0.0 | $156k | 1.0k | 150.54 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $156k | 2.7k | 57.62 |
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| Bio-techne Corporation (TECH) | 0.0 | $152k | 1.9k | 79.93 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $149k | 2.2k | 66.52 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $144k | 1.4k | 100.72 |
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| Invesco Exchange Traded Fd T Global Drgn Cn (PGJ) | 0.0 | $143k | 5.1k | 28.19 |
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| Hershey Company (HSY) | 0.0 | $143k | 746.00 | 191.78 |
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| Generac Holdings (GNRC) | 0.0 | $143k | 900.00 | 158.88 |
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| Bristol Myers Squibb (BMY) | 0.0 | $143k | 2.8k | 51.74 |
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| McKesson Corporation (MCK) | 0.0 | $141k | 286.00 | 494.42 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $141k | 1.8k | 78.71 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $141k | 1.2k | 114.51 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $138k | 561.00 | 245.45 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $132k | 558.00 | 237.21 |
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| Pfizer (PFE) | 0.0 | $130k | 4.5k | 28.94 |
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $129k | 1.9k | 68.27 |
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| Cisco Systems (CSCO) | 0.0 | $129k | -6% | 2.4k | 53.22 |
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| Ecolab (ECL) | 0.0 | $128k | 500.00 | 255.33 |
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| Qualcomm (QCOM) | 0.0 | $127k | 746.00 | 170.05 |
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| Union Pacific Corporation (UNP) | 0.0 | $125k | 507.00 | 246.48 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $124k | 985.00 | 125.62 |
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| Public Storage (PSA) | 0.0 | $122k | 336.00 | 363.87 |
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| American Express Company (AXP) | 0.0 | $122k | 450.00 | 271.20 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $119k | 2.8k | 41.69 |
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| DTE Energy Company (DTE) | 0.0 | $118k | 920.00 | 128.41 |
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| McDonald's Corporation (MCD) | 0.0 | $115k | 377.00 | 304.69 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $106k | 286.00 | 370.32 |
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| Sempra Energy (SRE) | 0.0 | $103k | 1.2k | 83.63 |
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| Philip Morris International (PM) | 0.0 | $103k | 845.00 | 121.40 |
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| Hp (HPQ) | 0.0 | $100k | 2.8k | 35.87 |
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| Emerson Electric (EMR) | 0.0 | $99k | 908.00 | 109.37 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $95k | 1.3k | 70.54 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $94k | 266.00 | 353.48 |
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| PG&E Corporation (PCG) | 0.0 | $92k | 4.7k | 19.77 |
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| Agilent Technologies Inc C ommon (A) | 0.0 | $91k | 612.00 | 148.48 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $90k | 621.00 | 145.60 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $90k | 286.00 | 314.39 |
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| Ssga Active Tr Spdr Dbleln Shrt (STOT) | 0.0 | $88k | -17% | 1.9k | 47.47 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $88k | 1.2k | 71.86 |
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| Fastenal Company (FAST) | 0.0 | $86k | 1.2k | 71.42 |
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| Us Bancorp Del Com New (USB) | 0.0 | $85k | -14% | 1.9k | 45.73 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $85k | 424.00 | 201.02 |
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| Amgen (AMGN) | 0.0 | $85k | 264.00 | 322.80 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $83k | 758.00 | 109.91 |
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| Altria (MO) | 0.0 | $82k | 1.6k | 51.04 |
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| Snap Cl A (SNAP) | 0.0 | $80k | 7.4k | 10.70 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $79k | 392.00 | 200.37 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $78k | 573.00 | 135.44 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $78k | -12% | 351.00 | 220.89 |
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| Southwest Airlines (LUV) | 0.0 | $77k | 2.6k | 29.63 |
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| Vodafone Group Sponsored Adr (VOD) | 0.0 | $74k | -9% | 7.4k | 10.02 |
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| Donaldson Company (DCI) | 0.0 | $74k | 1.0k | 73.70 |
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| Digital Realty Trust (DLR) | 0.0 | $74k | +52% | 454.00 | 161.90 |
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| Boeing Company (BA) | 0.0 | $72k | 474.00 | 152.03 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $71k | 1.9k | 38.08 |
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| International Business Machines (IBM) | 0.0 | $69k | 312.00 | 221.08 |
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| Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $69k | -33% | 1.5k | 45.11 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $68k | 709.00 | 95.49 |
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| Fortune Brands (FBIN) | 0.0 | $67k | 750.00 | 89.53 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $67k | 759.00 | 87.85 |
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| Ishares Tr Short Treas Bd (SHV) | 0.0 | $66k | 595.00 | 110.63 |
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| Vanguard Wellington Us Value Factr (VFVA) | 0.0 | $65k | 542.00 | 120.56 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $65k | 611.00 | 106.12 |
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| Essex Property Trust (ESS) | 0.0 | $64k | -7% | 216.00 | 295.69 |
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| salesforce (CRM) | 0.0 | $63k | 230.00 | 274.18 |
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| Starbucks Corporation (SBUX) | 0.0 | $63k | +4% | 641.00 | 97.46 |
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| Varex Imaging (VREX) | 0.0 | $62k | 5.2k | 11.92 |
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| Goldman Sachs (GS) | 0.0 | $61k | +20% | 123.00 | 494.25 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $60k | 343.00 | 174.57 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $58k | 1.1k | 52.81 |
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| United Parcel Service CL B (UPS) | 0.0 | $58k | 428.00 | 136.38 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $58k | 442.00 | 131.91 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $57k | 2.8k | 20.46 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $57k | -78% | 1.3k | 45.32 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $57k | 673.00 | 84.17 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $56k | 277.00 | 200.78 |
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $55k | 3.0k | 18.48 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $55k | 745.00 | 73.66 |
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| Keysight Technologies (KEYS) | 0.0 | $54k | 341.00 | 158.93 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $53k | 139.00 | 383.94 |
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| Listed Fd Tr Wahed Ftse Etf (HLAL) | 0.0 | $51k | 978.00 | 52.34 |
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| Gilead Sciences (GILD) | 0.0 | $50k | 593.00 | 83.78 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $48k | 736.00 | 64.86 |
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| Pepsi (PEP) | 0.0 | $45k | 266.00 | 170.01 |
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| Alaska Air (ALK) | 0.0 | $45k | NEW | 1.0k | 45.21 |
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| Graniteshares Etf Tr Bbg Commd K 1 (COMB) | 0.0 | $45k | 2.2k | 20.49 |
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| Nike CL B (NKE) | 0.0 | $45k | 506.00 | 88.40 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $44k | 436.00 | 101.72 |
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| Pinnacle West Capital Corporation (PNW) | 0.0 | $44k | 500.00 | 88.59 |
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| C H Robinson Worldwide Com New (CHRW) | 0.0 | $44k | 400.00 | 110.37 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $43k | NEW | 400.00 | 107.66 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $43k | -7% | 2.9k | 14.69 |
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| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $43k | 1.3k | 31.78 |
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| Abbott Laboratories (ABT) | 0.0 | $42k | 370.00 | 114.04 |
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| Nvent Electric SHS (NVT) | 0.0 | $42k | 600.00 | 70.26 |
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| Prudential Financial (PRU) | 0.0 | $40k | 328.00 | 121.10 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $40k | 448.00 | 88.14 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $39k | -15% | 4.8k | 8.25 |
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| Workday Cl A (WDAY) | 0.0 | $38k | 157.00 | 244.41 |
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| Kimco Realty Corporation (KIM) | 0.0 | $38k | 1.6k | 23.23 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $37k | 59.00 | 631.83 |
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| Evergy (EVRG) | 0.0 | $37k | 598.00 | 62.01 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $36k | 439.00 | 83.00 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $36k | 789.00 | 45.86 |
|
|
| Dt Midstream Common Stock (DTM) | 0.0 | $36k | 459.00 | 78.66 |
|
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| Advanced Micro Devices (AMD) | 0.0 | $36k | 219.00 | 164.20 |
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| Ford Motor Company (F) | 0.0 | $36k | 3.4k | 10.56 |
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| Nextera Energy Partners Com Unit Part In (NEP) | 0.0 | $35k | 1.3k | 27.61 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $32k | 270.00 | 119.07 |
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| Jpmorgan Chase Finl Cal Lkd 44 (AMJB) | 0.0 | $32k | 1.1k | 28.46 |
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| Tractor Supply Company (TSCO) | 0.0 | $32k | 110.00 | 290.94 |
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| H.B. Fuller Company (FUL) | 0.0 | $32k | 400.00 | 79.38 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $31k | 1.9k | 16.05 |
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| Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.0 | $31k | 754.00 | 40.80 |
|
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| Enterprise Products Partners (EPD) | 0.0 | $31k | 1.1k | 29.11 |
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|
| First Tr Exchange Traded S Netwrk Fut Veh (CARZ) | 0.0 | $30k | 523.00 | 58.03 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $30k | 136.00 | 223.10 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $30k | 265.00 | 112.98 |
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| 3M Company (MMM) | 0.0 | $30k | 217.00 | 136.70 |
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| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $29k | 1.7k | 17.35 |
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| Dominion Resources (D) | 0.0 | $29k | 500.00 | 57.79 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $28k | 308.00 | 91.93 |
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| Prologis (PLD) | 0.0 | $28k | 223.00 | 126.28 |
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| Public Service Enterprise (PEG) | 0.0 | $28k | 314.00 | 89.21 |
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| Intel Corporation (INTC) | 0.0 | $28k | 1.2k | 23.46 |
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|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $27k | 350.00 | 77.91 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $27k | 220.00 | 123.62 |
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| General Mills (GIS) | 0.0 | $26k | -20% | 357.00 | 73.88 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $26k | 213.00 | 121.16 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $26k | 215.00 | 119.47 |
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| Vanguard Wellington Us Multifactor (VFMF) | 0.0 | $25k | 194.00 | 130.40 |
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| CSX Corporation (CSX) | 0.0 | $25k | 720.00 | 34.53 |
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| AFLAC Incorporated (AFL) | 0.0 | $25k | 220.00 | 111.80 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $25k | 236.00 | 103.90 |
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|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $25k | 314.00 | 78.05 |
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| Starwood Property Trust (STWD) | 0.0 | $25k | 1.2k | 20.38 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $24k | 852.00 | 28.41 |
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| Manulife Finl Corp (MFC) | 0.0 | $24k | 817.00 | 29.55 |
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| MetLife (MET) | 0.0 | $24k | 286.00 | 82.48 |
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| Snap-on Incorporated (SNA) | 0.0 | $23k | 80.00 | 289.71 |
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| Ge Vernova (GEV) | 0.0 | $23k | 90.00 | 254.99 |
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| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.0 | $23k | 697.00 | 32.22 |
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| Lowe's Companies (LOW) | 0.0 | $21k | 78.00 | 271.38 |
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| Ishares Tr Genomics Immun (IDNA) | 0.0 | $21k | 853.00 | 24.61 |
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| Deere & Company (DE) | 0.0 | $21k | 50.00 | 417.34 |
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| Broadcom (AVGO) | 0.0 | $21k | +900% | 120.00 | 172.50 |
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| American Water Works (AWK) | 0.0 | $21k | 140.00 | 146.24 |
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| Equinix (EQIX) | 0.0 | $20k | 23.00 | 887.65 |
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| Yum! Brands (YUM) | 0.0 | $20k | 140.00 | 139.71 |
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| Edison International (EIX) | 0.0 | $19k | 218.00 | 87.09 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $19k | 282.00 | 67.27 |
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| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $19k | NEW | 525.00 | 35.91 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $18k | 444.00 | 41.15 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $18k | 112.00 | 162.91 |
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| TJX Companies (TJX) | 0.0 | $18k | 155.00 | 117.54 |
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| H&R Block (HRB) | 0.0 | $18k | 280.00 | 63.55 |
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| Emcor (EME) | 0.0 | $18k | 41.00 | 430.54 |
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| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.0 | $18k | 390.00 | 45.12 |
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| Progressive Corporation (PGR) | 0.0 | $17k | 68.00 | 253.76 |
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| Simon Property (SPG) | 0.0 | $17k | 99.00 | 169.02 |
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| Oneok (OKE) | 0.0 | $17k | 183.00 | 91.13 |
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| Paramount Global Class B Com (PARA) | 0.0 | $17k | 1.6k | 10.62 |
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| Capital One Financial (COF) | 0.0 | $17k | 111.00 | 149.86 |
|
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| American Tower Reit (AMT) | 0.0 | $16k | 70.00 | 232.57 |
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|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $16k | 180.00 | 90.40 |
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| Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $16k | 850.00 | 19.01 |
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| Diageo Spon Adr New (DEO) | 0.0 | $16k | 113.00 | 140.35 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $16k | 250.00 | 62.92 |
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|
| Invitation Homes (INVH) | 0.0 | $15k | 438.00 | 35.26 |
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|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $15k | 269.00 | 57.41 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $15k | 350.00 | 42.84 |
|
|
| Victory Portfolios Ii Vcshs Us Eq Incm (CDC) | 0.0 | $15k | 227.00 | 65.00 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $14k | 123.00 | 115.02 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $14k | 79.00 | 178.63 |
|
|
| Baxter International (BAX) | 0.0 | $14k | 371.00 | 37.97 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $14k | 360.00 | 39.12 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $14k | -18% | 27.00 | 518.15 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $14k | 56.00 | 249.59 |
|
|
| Gentherm (THRM) | 0.0 | $14k | 300.00 | 46.55 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $14k | 288.00 | 46.94 |
|
|
| News Corp Cl A (NWSA) | 0.0 | $13k | 505.00 | 26.63 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $13k | 14.00 | 924.50 |
|
|
| Crane Company Common Stock (CR) | 0.0 | $13k | 79.00 | 158.29 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $12k | 14.00 | 886.00 |
|
|
| Lexington Realty Trust (LXP) | 0.0 | $12k | 1.2k | 10.05 |
|
|
| Kroger (KR) | 0.0 | $12k | 206.00 | 57.30 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $12k | 48.00 | 243.48 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $12k | +500% | 72.00 | 159.46 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $12k | 122.00 | 93.85 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.0 | $11k | 375.00 | 30.34 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $11k | NEW | 183.00 | 61.08 |
|
| Danaher Corporation (DHR) | 0.0 | $11k | 40.00 | 278.02 |
|
|
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $11k | 2.3k | 4.86 |
|
|
| Alexandria Real Estate Equities (ARE) | 0.0 | $11k | 92.00 | 118.39 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $11k | 47.00 | 230.51 |
|
|
| International Paper Company (IP) | 0.0 | $11k | 220.00 | 48.85 |
|
|
| Waste Management (WM) | 0.0 | $10k | 50.00 | 207.64 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $10k | 21.00 | 491.29 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $10k | 121.00 | 82.63 |
|
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $9.8k | 60.00 | 162.77 |
|
|
| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $9.7k | 79.00 | 123.33 |
|
|
| Roku Com Cl A (ROKU) | 0.0 | $9.7k | 130.00 | 74.66 |
|
|
| Cheesecake Factory Incorporated (CAKE) | 0.0 | $9.7k | 239.00 | 40.55 |
|
|
| WestAmerica Ban (WABC) | 0.0 | $9.4k | 190.00 | 49.42 |
|
|
| Ishares Tr India 50 Etf (INDY) | 0.0 | $9.3k | 166.00 | 56.26 |
|
|
| Saia (SAIA) | 0.0 | $9.2k | 21.00 | 437.29 |
|
|
| Invesco Exch Traded Fd Tr Ii Gbl Clean Enrg (PBD) | 0.0 | $9.1k | 648.00 | 14.00 |
|
|
| FedEx Corporation (FDX) | 0.0 | $9.0k | 33.00 | 273.70 |
|
|
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $8.9k | 52.00 | 172.06 |
|
|
| Servicenow (NOW) | 0.0 | $8.9k | 10.00 | 894.40 |
|
|
| Ishares Tr Future Ai & Tech (ARTY) | 0.0 | $8.9k | 260.00 | 34.20 |
|
|
| Wyndham Hotels And Resorts (WH) | 0.0 | $8.6k | 110.00 | 78.15 |
|
|
| SPS Commerce (SPSC) | 0.0 | $8.5k | 44.00 | 194.18 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $8.5k | 85.00 | 100.26 |
|
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $8.5k | 332.00 | 25.61 |
|
|
| ResMed (RMD) | 0.0 | $8.3k | 34.00 | 244.15 |
|
|
| Marvell Technology (MRVL) | 0.0 | $8.2k | 114.00 | 72.12 |
|
|
| Corteva (CTVA) | 0.0 | $8.0k | 136.00 | 58.79 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $7.8k | 81.00 | 95.90 |
|
|
| Steris Shs Usd (STE) | 0.0 | $7.8k | 32.00 | 242.56 |
|
|
| Spdr Ser Tr S&p Kensho Intlg (SIMS) | 0.0 | $7.7k | 223.00 | 34.46 |
|
|
| Cooper Cos (COO) | 0.0 | $7.5k | 68.00 | 110.35 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $7.5k | 5.00 | 1499.80 |
|
|
| Rbc Cad (RY) | 0.0 | $7.5k | 60.00 | 124.73 |
|
|
| Watts Water Technologies Cl A (WTS) | 0.0 | $7.5k | 36.00 | 207.19 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $7.4k | 89.00 | 83.64 |
|
|
| Entegris (ENTG) | 0.0 | $7.3k | 65.00 | 112.54 |
|
|
| Church & Dwight (CHD) | 0.0 | $7.2k | 69.00 | 104.72 |
|
|
| Raymond James Financial (RJF) | 0.0 | $7.1k | 58.00 | 122.47 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $7.0k | 16.00 | 437.69 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $7.0k | 59.00 | 118.54 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $7.0k | 50.00 | 139.68 |
|
|
| Pool Corporation (POOL) | 0.0 | $6.8k | 18.00 | 376.83 |
|
|
| Qualys (QLYS) | 0.0 | $6.7k | 52.00 | 128.46 |
|
|
| Lincoln National Corporation (LNC) | 0.0 | $6.6k | 210.00 | 31.51 |
|
|
| Twilio Cl A (TWLO) | 0.0 | $6.5k | 100.00 | 65.22 |
|
|
| Take-Two Interactive Software (TTWO) | 0.0 | $6.5k | 42.00 | 153.71 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $6.4k | 64.00 | 99.70 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $6.3k | 140.00 | 45.02 |
|
|
| PPL Corporation (PPL) | 0.0 | $6.3k | 190.00 | 33.08 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $6.2k | 16.00 | 389.69 |
|
|
| Kkr & Co (KKR) | 0.0 | $6.1k | 47.00 | 130.60 |
|
|
| Dupont De Nemours (DD) | 0.0 | $6.1k | 68.00 | 89.12 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $6.0k | 92.00 | 65.16 |
|
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $5.9k | 137.00 | 43.18 |
|