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Register Financial Advisors

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

Top 5 stock holdings are VUG, AAPL, VTV, VXUS, KTOS, and represent 17.18% of Register Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: NOG, KNF, BZH, OSPN, ENVX, RDW, FI, VTV, BA, DD.
Started 24 new stock positions in VNT, SPTL, EES, PSKY, Cohen & Steers Infrastructur, ARKW, MET, DON, O, LRCX. SYK, OSPN, IDV, EIPI, SPSB, SPMB, FI, AGNC, CSX, TREX, ARKQ, IZRL, ARKK, DXJ.
Reduced shares in these 10 stocks: , ECG, SYM, KTOS, OSIS, Spartannash, SCHD, APLD, PANW, DELL.
Sold out of its positions in AMT, GTLS, CMG, DELL, DIS, COPX, TIP, MBB, VYX, OKE. OESX, BBBY, PANW, NOW, Spartannash, VDC, VHT, VIS, VGT, VPU, PARA.
Register Financial Advisors was a net buyer of stock by $3.4M.
Register Financial Advisors has $254M in assets under management (AUM), dropping by 11.01%.
Central Index Key (CIK): 0001962636

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Portfolio Holdings for Register Financial Advisors

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	4.1	$11M	+2%	22k	479.60	View chart
Apple (AAPL)	3.9	$10M		39k	254.63	View chart
Vanguard Index Fds Value Etf (VTV)	3.5	$8.9M	+6%	48k	186.49	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.8	$7.2M	+3%	98k	73.46	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	2.8	$7.1M	-10%	78k	91.37	View chart
Microsoft Corporation (MSFT)	2.8	$7.0M		14k	517.94	View chart
JPMorgan Chase & Co. (JPM)	2.0	$5.2M		16k	315.42	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	1.8	$4.6M	+4%	80k	57.19	View chart
Symbotic Class A Com (SYM)	1.6	$4.2M	-23%	77k	53.90	View chart
Blackstone Group Inc Com Cl A (BX)	1.6	$4.1M		24k	170.85	View chart
Beazer Homes Usa Com New (BZH)	1.5	$3.7M	+54%	152k	24.55	View chart
NVIDIA Corporation (NVDA)	1.5	$3.7M		20k	186.58	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.4	$3.7M		64k	57.10	View chart
Enovix Corp (ENVX)	1.4	$3.6M	+40%	364k	9.97	View chart
Wal-Mart Stores (WMT)	1.3	$3.2M	+2%	31k	103.06	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$3.1M	+2%	13k	243.11	View chart
Allegheny Technologies Incorporated (ATI)	1.2	$3.0M	+4%	37k	81.34	View chart
Redwire Corporation (RDW)	1.2	$2.9M	+46%	328k	8.99	View chart
Broadcom (AVGO)	1.1	$2.9M	-7%	8.7k	329.91	View chart
Interface (TILE)	1.1	$2.8M	+14%	98k	28.94	View chart
Knife River Corp Common Stock (KNF)	1.1	$2.8M	+117%	36k	76.87	View chart
Abbvie (ABBV)	1.1	$2.7M		12k	231.55	View chart
NN (NNBR)	1.0	$2.6M	+2%	1.3M	2.06	View chart
Northern Oil And Gas Inc Mn (NOG)	1.0	$2.6M	+364%	105k	24.80	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$2.6M		3.8k	666.16	View chart
Modine Manufacturing (MOD)	1.0	$2.5M	-2%	18k	142.16	View chart
Amazon (AMZN)	1.0	$2.5M		12k	219.57	View chart
Bank of America Corporation (BAC)	1.0	$2.4M		47k	51.59	View chart
Raytheon Technologies Corp (RTX)	0.9	$2.4M		14k	167.33	View chart
Johnson & Johnson (JNJ)	0.9	$2.3M	+5%	13k	185.42	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$2.2M	-14%	81k	27.30	View chart
Everus Constr Group (ECG)	0.9	$2.2M	-52%	26k	85.75	View chart
Applied Digital Corp Com New (APLD)	0.9	$2.2M	-14%	95k	22.94	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.9	$2.2M	+6%	83k	26.07	View chart
Apollo Global Mgmt (APO)	0.8	$2.1M		16k	133.27	View chart
Quanta Services (PWR)	0.8	$2.1M		5.1k	414.40	View chart
International Business Machines (IBM)	0.8	$2.0M		7.0k	282.16	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$1.9M	+9%	19k	100.25	View chart
Cisco Systems (CSCO)	0.7	$1.9M	+5%	28k	68.42	View chart
Indie Semiconductor Class A Com (INDI)	0.7	$1.9M	+5%	461k	4.07	View chart
Home Depot (HD)	0.7	$1.9M		4.6k	405.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.9M		3.7k	502.74	View chart
OSI Systems (OSIS)	0.7	$1.7M	-29%	6.8k	249.24	View chart
Micron Technology (MU)	0.7	$1.7M	-2%	10k	167.31	View chart
Costco Wholesale Corporation (COST)	0.6	$1.6M		1.7k	925.82	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.6	$1.6M	+8%	92k	17.01	View chart
Chevron Corporation (CVX)	0.6	$1.5M	+5%	9.9k	155.29	View chart
Ares Capital Corporation (ARCC)	0.6	$1.5M		75k	20.41	View chart
Mirion Technologies Com Cl A (MIR)	0.6	$1.5M	+3%	66k	23.26	View chart
Evolution Petroleum Corporation (EPM)	0.6	$1.5M		317k	4.82	View chart
ConocoPhillips (COP)	0.6	$1.5M	+13%	16k	94.59	View chart
MDU Resources (MDU)	0.6	$1.5M	-2%	83k	17.81	View chart
Dupont De Nemours (DD)	0.6	$1.4M	+45%	19k	77.90	View chart
Oracle Corporation (ORCL)	0.6	$1.4M		5.0k	281.24	View chart
Southern Company (SO)	0.6	$1.4M		15k	94.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$1.4M	+42%	2.3k	600.30	View chart
Alta Equipment Group Common Stock (ALTG)	0.5	$1.3M	-15%	180k	7.24	View chart
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)	0.5	$1.3M	+5%	42k	30.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.3M		1.9k	669.33	View chart
Starwood Property Trust (STWD)	0.5	$1.3M	-2%	65k	19.37	View chart
Merck & Co (MRK)	0.5	$1.2M	+2%	15k	83.93	View chart
Netflix (NFLX)	0.5	$1.2M		1.0k	1198.92	View chart
Lincoln National Corporation (LNC)	0.5	$1.2M	-10%	30k	40.33	View chart
Cousins Pptys Com New (CUZ)	0.4	$1.1M		39k	28.94	View chart
Procter & Gamble Company (PG)	0.4	$1.1M	-7%	7.3k	153.66	View chart
Marvell Technology (MRVL)	0.4	$1.1M	+19%	13k	84.07	View chart
Custom Truck One Source Com Cl A (CTOS)	0.4	$1.1M	+39%	167k	6.42	View chart
Onespan (OSPN)	0.4	$1.1M	NEW	67k	15.89	View chart
General Motors Company (GM)	0.4	$1.0M		17k	60.97	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.0M	-14%	4.2k	243.53	View chart
Pfizer (PFE)	0.4	$997k		39k	25.48	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$971k	-7%	21k	46.24	View chart
Exxon Mobil Corporation (XOM)	0.4	$970k		8.6k	112.75	View chart
Truist Financial Corp equities (TFC)	0.4	$945k		21k	45.72	View chart
Eli Lilly & Co. (LLY)	0.4	$916k		1.2k	763.25	View chart
Nextera Energy (NEE)	0.4	$913k	+20%	12k	75.49	View chart
Fiserv (FI)	0.4	$903k	NEW	7.0k	128.93	View chart
Delta Air Lines Inc Del Com New (DAL)	0.4	$902k	+5%	16k	56.75	View chart
Meta Platforms Cl A (META)	0.4	$891k		1.2k	734.34	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$854k		6.1k	140.95	View chart
Itt (ITT)	0.3	$794k		4.4k	178.75	View chart
Ge Aerospace Com New (GE)	0.3	$794k		2.6k	300.80	View chart
Coca-Cola Company (KO)	0.3	$782k		12k	66.32	View chart
Morgan Stanley Com New (MS)	0.3	$778k		4.9k	158.95	View chart
Honeywell International (HON)	0.3	$769k	+8%	3.7k	210.53	View chart
Eaton Corp SHS (ETN)	0.3	$768k		2.1k	374.22	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.3	$738k		15k	49.04	View chart
Gladstone Commercial Corporation (GOOD)	0.3	$736k		60k	12.32	View chart
Visa Com Cl A (V)	0.3	$733k		2.1k	341.43	View chart
Enterprise Products Partners (EPD)	0.3	$728k		23k	31.27	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$704k	-15%	3.7k	189.72	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$698k	+8%	14k	51.09	View chart
First Tr Exchange-traded SHS (QTEC)	0.3	$697k		3.0k	229.63	View chart
Boeing Company (BA)	0.3	$666k	+298%	3.1k	215.85	View chart
Duke Energy Corp Com New (DUK)	0.3	$658k		5.3k	123.76	View chart
Goldman Sachs (GS)	0.2	$614k	-4%	772.00	795.87	View chart
ON Semiconductor (ON)	0.2	$609k	+75%	12k	49.31	View chart
Williams Companies (WMB)	0.2	$596k		9.4k	63.35	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$588k	+2%	2.8k	209.25	View chart
Key (KEY)	0.2	$566k		30k	18.69	View chart
Palantir Technologies Cl A (PLTR)	0.2	$563k		3.1k	182.42	View chart
Oshkosh Corporation (OSK)	0.2	$560k		4.3k	129.71	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$547k	-11%	1.9k	281.82	View chart
Verizon Communications (VZ)	0.2	$538k	+12%	12k	43.95	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$531k		11k	46.93	View chart
Qualcomm (QCOM)	0.2	$518k	+2%	3.1k	166.36	View chart
Hewlett Packard Enterprise (HPE)	0.2	$504k		21k	24.56	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$500k		1.5k	328.22	View chart
Caterpillar (CAT)	0.2	$497k		1.0k	477.33	View chart
Universal Technical Institute (UTI)	0.2	$488k	+25%	15k	32.55	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$485k	-3%	1.7k	279.22	View chart
Abbott Laboratories (ABT)	0.2	$484k		3.6k	133.93	View chart
Kkr & Co (KKR)	0.2	$482k		3.7k	129.96	View chart
Advanced Micro Devices (AMD)	0.2	$480k	+3%	3.0k	161.79	View chart
Tesla Motors (TSLA)	0.2	$478k		1.1k	444.72	View chart
Pepsi (PEP)	0.2	$477k		3.4k	140.43	View chart
Medtronic SHS (MDT)	0.2	$465k		4.9k	95.24	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$462k	-12%	4.8k	96.54	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$461k	-2%	1.9k	241.98	View chart
Philip Morris International (PM)	0.2	$455k		2.8k	162.18	View chart
Wells Fargo & Company (WFC)	0.2	$445k		5.3k	83.83	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.2	$441k		8.7k	50.70	View chart
Dominion Resources (D)	0.2	$434k	+4%	7.1k	61.17	View chart
Crane Holdings (CXT)	0.2	$432k		6.4k	67.07	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$422k		7.8k	53.87	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$410k		13k	31.62	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.2	$409k		4.6k	89.63	View chart
Dow (DOW)	0.2	$409k	-4%	18k	22.93	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$405k	+3%	4.3k	95.13	View chart
Cleveland-cliffs (CLF)	0.2	$399k	-13%	33k	12.20	View chart
Impinj (PI)	0.2	$398k		2.2k	180.75	View chart
American Electric Power Company (AEP)	0.2	$389k		3.5k	112.50	View chart
Ge Vernova (GEV)	0.1	$375k		610.00	614.86	View chart
Target Corporation (TGT)	0.1	$370k		4.1k	89.71	View chart
3M Company (MMM)	0.1	$369k	-2%	2.4k	155.19	View chart
Altria (MO)	0.1	$367k	-2%	5.6k	66.06	View chart
Welltower Inc Com reit (WELL)	0.1	$362k		2.0k	178.14	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.1	$362k	+21%	6.1k	59.39	View chart
FedEx Corporation (FDX)	0.1	$355k		1.5k	235.75	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$354k	-10%	7.1k	49.83	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$351k		4.0k	87.31	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$350k	-10%	13k	26.84	View chart
Texas Instruments Incorporated (TXN)	0.1	$349k		1.9k	183.74	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.1	$347k	+41%	7.9k	44.00	View chart
Blackrock Debt Strategies Com New (DSU)	0.1	$335k		32k	10.62	View chart
Kinder Morgan (KMI)	0.1	$326k	-8%	12k	28.31	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$322k		4.8k	67.26	View chart
Uber Technologies (UBER)	0.1	$322k		3.3k	97.97	View chart
Blackrock (BLK)	0.1	$318k		273.00	1165.46	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$317k		2.3k	139.19	View chart
Gilead Sciences (GILD)	0.1	$315k		2.8k	111.00	View chart
Permian Resources Corp Class A Com (PR)	0.1	$315k		25k	12.80	View chart
PNC Financial Services (PNC)	0.1	$301k		1.5k	200.93	View chart
Twilio Cl A (TWLO)	0.1	$300k		3.0k	100.09	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$299k	+2%	17k	17.16	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$299k		637.00	468.72	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$297k		20k	14.94	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$294k	+8%	1.0k	293.80	View chart
Hercules Technology Growth Capital (HTGC)	0.1	$290k		15k	18.91	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$290k		1.9k	150.89	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$290k	-2%	2.1k	137.78	View chart
Industrial Logistics Pptys T Com Shs Ben Int (ILPT)	0.1	$289k	+4%	50k	5.83	View chart
Mastercard Incorporated Cl A (MA)	0.1	$287k		504.00	568.81	View chart
Lam Research Corp Com New (LRCX)	0.1	$283k	NEW	2.1k	133.90	View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)	0.1	$278k		10k	27.46	View chart
Ambarella SHS (AMBA)	0.1	$272k		3.3k	82.52	View chart
Obsidian Energy (OBE)	0.1	$266k	+14%	41k	6.54	View chart
CVS Caremark Corporation (CVS)	0.1	$264k	-8%	3.5k	75.39	View chart
Trex Company (TREX)	0.1	$264k	NEW	5.1k	51.67	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$250k		704.00	355.47	View chart
Prudential Financial (PRU)	0.1	$250k	-2%	2.4k	103.72	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$248k		10k	24.80	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$247k	+19%	6.8k	36.56	View chart
Citigroup Com New (C)	0.1	$247k	+47%	2.4k	101.50	View chart
Synovus Finl Corp Com New (SNV)	0.1	$247k		5.0k	49.08	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$245k	+3%	965.00	254.28	View chart
Devon Energy Corporation (DVN)	0.1	$242k		6.9k	35.06	View chart
Realty Income (O)	0.1	$241k	NEW	4.0k	60.79	View chart
Zeta Global Holdings Corp Cl A (ZETA)	0.1	$238k	-7%	12k	19.87	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$237k	-18%	4.5k	52.23	View chart
Highpeak Energy (HPK)	0.1	$237k		34k	7.07	View chart
Ichor Holdings SHS (ICHR)	0.1	$235k	-12%	13k	17.52	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$227k		490.00	463.74	View chart
First Tr Exchange-traded Common Shs (FDD)	0.1	$222k	+8%	14k	16.15	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$222k	+61%	1.8k	122.43	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$221k		2.3k	96.68	View chart
Paramount Skydance Corp Com Cl B (PSKY)	0.1	$220k	NEW	12k	18.92	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$218k		444.00	490.38	View chart
Intuitive Surgical Com New (ISRG)	0.1	$214k	-8%	478.00	447.23	View chart
Union Pacific Corporation (UNP)	0.1	$211k	-3%	892.00	236.34	View chart
Stag Industrial (STAG)	0.1	$209k		5.9k	35.29	View chart
Sixth Street Specialty Lending (TSLX)	0.1	$208k	+18%	9.1k	22.86	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$201k	NEW	21k	9.79	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$199k	NEW	2.3k	86.31	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$198k		16k	12.77	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.1	$198k	NEW	10k	19.82	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$196k		3.2k	61.91	View chart
Organon & Co Common Stock (OGN)	0.1	$193k	-27%	18k	10.68	View chart
CSX Corporation (CSX)	0.1	$190k	NEW	5.3k	35.51	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$189k		580.00	326.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$187k	+3%	306.00	612.50	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$187k	+10%	11k	17.77	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$183k		3.1k	58.85	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$183k		2.8k	65.92	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$181k		2.1k	87.21	View chart
Spdr Series Trust S&p Regl Bkg (KRE)	0.1	$179k		2.8k	63.31	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$177k	-20%	2.2k	79.79	View chart
Spdr Series Trust S&p Homebuild (XHB)	0.1	$171k	+6%	1.5k	110.77	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$169k	+3%	832.00	203.63	View chart
Stryker Corporation (SYK)	0.1	$159k	NEW	429.00	370.03	View chart
MiMedx (MDXG)	0.1	$156k		22k	6.98	View chart
Main Street Capital Corporation (MAIN)	0.1	$155k		2.4k	63.58	View chart
Rithm Capital Corp Com New (RITM)	0.1	$155k		14k	11.39	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$154k		1.4k	109.70	View chart
At&t (T)	0.1	$150k		5.3k	28.24	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$149k		1.0k	145.72	View chart
Saratoga Invt Corp Com New (SAR)	0.1	$145k		6.0k	24.39	View chart
MetLife (MET)	0.1	$144k	NEW	1.7k	82.37	View chart
Gabelli Equity Trust (GAB)	0.1	$141k	+2%	23k	6.09	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.1	$140k	+80%	2.7k	51.51	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$135k		3.5k	38.29	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$133k		1.1k	118.79	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$133k		920.00	144.32	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$131k	+8%	3.1k	41.90	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$125k		1.0k	120.72	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$124k		2.7k	45.83	View chart
Sunrise Rlty Tr (SUNS)	0.0	$122k		12k	10.39	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.0	$121k		8.5k	14.25	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$118k		396.00	297.83	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$114k	+4%	1.4k	81.20	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$113k	-15%	1.7k	65.25	View chart
Ford Motor Company (F)	0.0	$111k		9.3k	11.96	View chart
Gabelli Utility Trust (GUT)	0.0	$110k	+2%	18k	6.07	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.0	$109k	NEW	853.00	128.09	View chart
Barings Bdc (BBDC)	0.0	$108k		12k	8.76	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$106k	+6%	2.0k	52.07	View chart
Spdr Series Trust S&p Biotech (XBI)	0.0	$105k		1.1k	100.21	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ)	0.0	$103k		1.0k	100.67	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$102k	+45%	1.8k	57.52	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$101k		1.3k	80.23	View chart
Immersion Corporation (IMMR)	0.0	$97k		13k	7.34	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$96k	-23%	1.0k	95.89	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$95k		1.2k	76.03	View chart
Putnam Premier Income Tr Sh Ben Int (PPT)	0.0	$93k	+2%	25k	3.69	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$90k		1.5k	60.03	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$88k		1.8k	47.63	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$87k		1.4k	60.08	View chart
Omega Healthcare Investors (OHI)	0.0	$84k		2.0k	42.22	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.0	$84k	NEW	1.5k	55.87	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$82k		399.00	206.51	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$79k		1.4k	54.20	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$78k		703.00	111.47	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$76k	+11%	495.00	154.25	View chart
Gladstone Capital Corp Com New (GLAD)	0.0	$71k		3.2k	21.87	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.0	$68k		871.00	77.54	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.0	$67k		1.4k	48.42	View chart
Oaktree Specialty Lending Corp (OCSL)	0.0	$65k	-54%	5.0k	13.05	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$60k		594.00	100.61	View chart
Newell Rubbermaid (NWL)	0.0	$59k		11k	5.24	View chart
Ammo (POWW)	0.0	$59k		40k	1.48	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.0	$56k	-11%	925.00	60.23	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$55k		467.00	118.37	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$52k		678.00	76.40	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$47k		196.00	239.64	View chart
Spdr Series Trust S&p Transn Etf (XTN)	0.0	$46k		549.00	83.85	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$45k		348.00	130.26	View chart
Mfs Inter Income Tr Sh Ben Int (MIN)	0.0	$42k	+2%	16k	2.68	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$40k		284.00	142.41	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$37k	NEW	1.0k	36.53	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$36k		336.00	106.49	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$36k		254.00	139.67	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$35k		388.00	89.37	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$33k		370.00	89.62	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$33k	-4%	575.00	57.47	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.0	$31k		2.1k	14.62	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.0	$31k		868.00	35.80	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$30k		335.00	89.33	View chart
Ark Etf Tr Israel Inovate (IZRL)	0.0	$29k	NEW	1.0k	29.12	View chart
Occidental Petroleum Corporation (OXY)	0.0	$29k		613.00	47.25	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.0	$26k		616.00	42.05	View chart
Ishares Tr Glb Cns Disc Etf (RXI)	0.0	$24k		118.00	206.31	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.0	$24k		703.00	33.53	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.0	$23k		455.00	49.39	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$23k		420.00	53.45	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$22k	-17%	241.00	91.42	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$22k		85.00	256.45	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$21k	+233%	921.00	23.12	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$21k		222.00	93.43	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$20k		425.00	47.52	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$18k		190.00	96.46	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$18k	+303%	214.00	83.92	View chart
Las Vegas Sands (LVS)	0.0	$18k		333.00	53.79	View chart
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT)	0.0	$18k		330.00	54.04	View chart
Spdr Series Trust Port Mtg Bk Etf (SPMB)	0.0	$17k	NEW	757.00	22.44	View chart
First Tr Exchange Traded Energy Alphadx (FXN)	0.0	$16k		1.0k	16.30	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.0	$15k		109.00	140.30	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$15k		195.00	78.37	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$15k		107.00	135.23	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$14k		101.00	141.50	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.0	$13k	NEW	490.00	26.95	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$13k	NEW	241.00	52.20	View chart
Spdr Series Trust Oilgas Equip (XES)	0.0	$13k		173.00	72.35	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.0	$12k		169.00	73.28	View chart
Ishares Tr Us Trsprtion (IYT)	0.0	$12k		172.00	71.71	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$12k		155.00	77.50	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$11k		120.00	93.37	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.0	$11k	NEW	100.00	111.56	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.0	$11k		264.00	41.07	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.0	$9.6k	NEW	55.00	174.62	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.0	$9.5k		260.00	36.42	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.0	$9.4k		95.00	99.03	View chart
Spdr Series Trust S&p Bk Etf (KBE)	0.0	$8.9k		150.00	59.42	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$8.3k		156.00	52.97	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$7.9k		56.00	141.25	View chart
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)	0.0	$7.3k		286.00	25.50	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$5.9k		100.00	58.72	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.0	$5.4k		73.00	73.53	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	0.0	$5.1k		200.00	25.60	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$4.9k	-25%	93.00	52.22	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.0	$4.8k	NEW	160.00	30.29	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.0	$4.1k		100.00	40.99	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$3.9k		250.00	15.48	View chart
Vontier Corporation (VNT)	0.0	$3.8k	NEW	90.00	41.97	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$3.4k		114.00	30.03	View chart
Ishares Tr Select Us Reit (ICF)	0.0	$3.2k		52.00	61.62	View chart
Ishares Msci Taiwan Etf (EWT)	0.0	$3.2k		50.00	63.62	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.0	$2.6k	+38%	90.00	28.88	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$2.5k		12.00	208.75	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$1.8k		6.00	293.83	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$1.6k		9.00	174.56	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.0	$1.4k		12.00	118.08	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$1.3k		27.00	46.96	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$1.0k		8.00	126.62	View chart
Cohen & Steers Infrastructur Right 10/16/2025	0.0	$780.000000	NEW	10k	0.08	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$757.999800		18.00	42.11	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Basc (PYZ)	0.0	$740.999700		7.00	105.86	View chart
Ishares Tr Us Consm Staples (IYK)	0.0	$615.999600		9.00	68.44	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.0	$296.000000		2.00	148.00	View chart

Past Filings by Register Financial Advisors

SEC 13F filings are viewable for Register Financial Advisors going back to 2022

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