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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 VTV, VUG, AAPL, VXUS, SPMD, and represent 16.07% of Register Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: CUZ, HD, NVDA, FOUR, TOST, LNC, XOM, AYI, MIR, PSTG.
Started 44 new stock positions in FIGB, PSX, VTWO, Gabelli Equity Tr, SCHW, LMT, AAL, COPX, URA, MBB.
Reduced shares in these 10 stocks: Q, ATI, ECG, , OSPN, MOD, BA, MU, NOG, SNV.
Sold out of its positions in EXAS, FI, ISRG, OBDC, Q, SOLS, SNV, TMO, AMBA.
Register Financial Advisors was a net buyer of stock by $14M.
Register Financial Advisors has $271M in assets under management (AUM), dropping by 5.34%.
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 Value Etf (VTV)	3.7	$10M	+3%	52k	196.20	View chart
Vanguard Index Fds Growth Etf (VUG)	3.7	$10M	+4%	23k	436.80	View chart
Apple (AAPL)	3.7	$9.9M		39k	253.79	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.0	$8.1M	+3%	106k	77.11	View chart
Spdr Series Trust State Street Spd (SPMD)	1.9	$5.2M	+2%	88k	59.22	View chart
JPMorgan Chase & Co. (JPM)	1.9	$5.1M	+7%	17k	294.17	View chart
Microsoft Corporation (MSFT)	1.9	$5.1M		14k	370.17	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	1.8	$4.8M	+3%	68k	70.51	View chart
Allegheny Technologies Incorporated (ATI)	1.6	$4.3M	-20%	30k	145.46	View chart
NVIDIA Corporation (NVDA)	1.6	$4.3M	+27%	25k	174.40	View chart
Honeywell International (HON)	1.5	$4.0M		18k	226.03	View chart
Wal-Mart Stores (WMT)	1.4	$3.7M		30k	124.28	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.4	$3.7M	+2%	65k	56.68	View chart
Cousins Pptys Com New (CUZ)	1.2	$3.3M	+74%	144k	22.57	View chart
Symbotic Class A Com (SYM)	1.2	$3.2M		60k	53.20	View chart
Micron Technology (MU)	1.2	$3.2M	-7%	9.4k	337.84	View chart
Modine Manufacturing (MOD)	1.1	$3.1M	-8%	14k	216.71	View chart
Johnson & Johnson (JNJ)	1.1	$3.1M		13k	244.43	View chart
Redwire Corporation (RDW)	1.1	$3.1M	+5%	360k	8.50	View chart
Raytheon Technologies Corp (RTX)	1.1	$2.9M	+3%	15k	192.89	View chart
Quanta Services (PWR)	1.0	$2.8M		5.0k	549.04	View chart
Broadcom (AVGO)	1.0	$2.7M		8.8k	309.49	View chart
Blackstone Group Inc Com Cl A (BX)	1.0	$2.7M		23k	114.99	View chart
Amazon (AMZN)	1.0	$2.7M	+10%	13k	208.27	View chart
Cisco Systems (CSCO)	0.9	$2.6M		33k	77.59	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$2.6M		3.9k	650.36	View chart
Abbvie (ABBV)	0.9	$2.5M		12k	217.49	View chart
Home Depot (HD)	0.9	$2.5M	+60%	7.6k	328.89	View chart
Northern Oil And Gas Inc Mn (NOG)	0.9	$2.4M	-9%	81k	29.23	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$2.3M	+7%	24k	99.27	View chart
Bank of America Corporation (BAC)	0.9	$2.3M		47k	48.75	View chart
Interface (TILE)	0.8	$2.3M	-6%	92k	24.92	View chart
Knife River Corp Common Stock (KNF)	0.8	$2.1M		26k	81.65	View chart
Exxon Mobil Corporation (XOM)	0.8	$2.1M	+43%	12k	169.66	View chart
Chevron Corporation (CVX)	0.8	$2.1M	+2%	10k	206.89	View chart
ConocoPhillips (COP)	0.8	$2.1M	+15%	16k	132.00	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.8	$2.1M		87k	23.69	View chart
Mirion Technologies Com Cl A (MIR)	0.7	$1.9M	+40%	104k	18.59	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.9M		6.7k	287.57	View chart
NN (NNBR)	0.7	$1.9M	+7%	1.3M	1.45	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.9M		3.9k	479.20	View chart
MDU Resources (MDU)	0.7	$1.8M		87k	20.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.8M	+27%	3.1k	577.09	View chart
Applied Digital Corp Com New (APLD)	0.7	$1.8M	-10%	75k	23.74	View chart
Zeta Global Holdings Corp Cl A (ZETA)	0.7	$1.8M	+4%	112k	15.92	View chart
Southern Company (SO)	0.7	$1.8M	+25%	18k	96.52	View chart
Merck & Co (MRK)	0.6	$1.7M		15k	120.29	View chart
Apollo Global Mgmt (APO)	0.6	$1.7M		16k	111.42	View chart
Ssga Active Etf Tr State Street Mul (RLY)	0.6	$1.7M	+3%	48k	36.15	View chart
Enovix Corp (ENVX)	0.6	$1.7M	+15%	332k	5.18	View chart
Lincoln National Corporation (LNC)	0.6	$1.7M	+59%	48k	35.50	View chart
OSI Systems (OSIS)	0.6	$1.7M		6.4k	265.51	View chart
Costco Wholesale Corporation (COST)	0.6	$1.7M		1.7k	996.17	View chart
International Business Machines (IBM)	0.6	$1.7M		6.9k	242.41	View chart
Everus Constr Group (ECG)	0.6	$1.7M	-34%	14k	118.06	View chart
Indie Semiconductor Class A Com (INDI)	0.6	$1.6M		496k	3.22	View chart
Beazer Homes Usa Com New (BZH)	0.6	$1.6M	+14%	81k	19.24	View chart
Evolution Petroleum Corporation (EPM)	0.6	$1.5M		337k	4.58	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$1.5M	-3%	49k	30.68	View chart
Shift4 Pmts Cl A (FOUR)	0.5	$1.5M	+109%	34k	43.73	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.5	$1.4M		84k	17.15	View chart
Ares Capital Corporation (ARCC)	0.5	$1.4M	+4%	79k	18.02	View chart
Delta Air Lines Com New (DAL)	0.5	$1.3M	+5%	20k	66.48	View chart
Dupont De Nemours (DD)	0.5	$1.3M		29k	45.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.3M	+3%	2.0k	653.33	View chart
Marvell Technology (MRVL)	0.5	$1.3M		13k	99.05	View chart
General Motors Company (GM)	0.5	$1.2M		17k	74.50	View chart
Pfizer (PFE)	0.5	$1.2M	+7%	44k	28.08	View chart
Netflix (NFLX)	0.4	$1.2M	+23%	13k	96.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.2M	+5%	4.2k	286.88	View chart
Coca-Cola Company (KO)	0.4	$1.1M	+27%	15k	76.05	View chart
Custom Truck One Source Com Cl A (CTOS)	0.4	$1.1M		171k	6.57	View chart
Eli Lilly & Co. (LLY)	0.4	$1.1M		1.2k	919.40	View chart
Key (KEY)	0.4	$1.1M	+8%	55k	20.05	View chart
Procter & Gamble Company (PG)	0.4	$1.1M		7.6k	144.44	View chart
Nextera Energy (NEE)	0.4	$1.1M		12k	92.88	View chart
Starwood Property Trust (STWD)	0.4	$1.1M	-3%	63k	17.22	View chart
Truist Financial Corp equities (TFC)	0.4	$955k		21k	45.97	View chart
Caterpillar (CAT)	0.3	$938k		1.3k	708.29	View chart
Universal Technical Institute (UTI)	0.3	$929k	-15%	26k	36.10	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$923k		20k	45.62	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$922k	+14%	18k	50.95	View chart
Enterprise Products Partners (EPD)	0.3	$908k	+7%	24k	37.84	View chart
Cleveland-cliffs (CLF)	0.3	$890k	+77%	105k	8.45	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$860k		5.8k	148.10	View chart
Itt (ITT)	0.3	$846k		4.4k	190.51	View chart
Morgan Stanley Com New (MS)	0.3	$812k		4.9k	164.57	View chart
Oracle Corporation (ORCL)	0.3	$792k		5.4k	147.11	View chart
Meta Platforms Cl A (META)	0.3	$787k	+6%	1.4k	572.21	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$782k	+3%	4.1k	191.93	View chart
Eaton Corp SHS (ETN)	0.3	$765k	+4%	2.1k	357.73	View chart
Duke Energy Corp Com New (DUK)	0.3	$763k	+10%	5.8k	130.95	View chart
Ge Aerospace Com New (GE)	0.3	$754k		2.7k	283.78	View chart
Verizon Communications (VZ)	0.3	$739k	+11%	15k	50.20	View chart
Williams Companies (WMB)	0.3	$725k	+4%	10k	72.78	View chart
Toast Cl A (TOST)	0.3	$709k	NEW	27k	26.51	View chart
Dominion Resources (D)	0.3	$688k	+15%	11k	61.82	View chart
ON Semiconductor (ON)	0.2	$675k		11k	61.92	View chart
Goldman Sachs (GS)	0.2	$657k		777.00	845.82	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$652k	+39%	13k	49.50	View chart
Boeing Company (BA)	0.2	$648k	-30%	3.3k	199.04	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$642k	+4%	2.9k	218.74	View chart
Visa Com Cl A (V)	0.2	$638k		2.1k	302.24	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$637k	+2%	3.0k	216.00	View chart
Acuity Brands (AYI)	0.2	$629k	NEW	2.2k	280.22	View chart
Philip Morris International (PM)	0.2	$614k	+48%	3.7k	165.33	View chart
Oshkosh Corporation (OSK)	0.2	$594k		4.0k	147.21	View chart
Weyerhaeuser Com New (WY)	0.2	$586k	+101%	24k	24.43	View chart
Alta Equipment Group Common Stock (ALTG)	0.2	$586k	-13%	109k	5.37	View chart
Advanced Micro Devices (AMD)	0.2	$578k		2.8k	203.43	View chart
Pepsi (PEP)	0.2	$568k	+7%	3.7k	155.31	View chart
Hewlett Packard Enterprise (HPE)	0.2	$538k		23k	23.81	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$538k		10k	52.64	View chart
FedEx Corporation (FDX)	0.2	$536k		1.5k	356.23	View chart
Ge Vernova (GEV)	0.2	$533k		610.00	872.89	View chart
Kkr & Co (KKR)	0.2	$532k	+43%	5.7k	92.49	View chart
CSX Corporation (CSX)	0.2	$529k		13k	41.05	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$512k	+13%	2.1k	247.97	View chart
Everpure Cl A (PSTG)	0.2	$508k	NEW	8.6k	59.04	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$501k	+2%	1.6k	320.89	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$499k	+7%	1.5k	337.86	View chart
Altria (MO)	0.2	$499k	+19%	7.6k	65.99	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$486k	+4%	5.0k	97.23	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$481k		1.9k	250.64	View chart
Lam Research Corp Com New (LRCX)	0.2	$459k		2.2k	213.66	View chart
Wells Fargo & Company (WFC)	0.2	$457k	+8%	5.7k	79.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$452k	+146%	757.00	597.62	View chart
American Electric Power Company (AEP)	0.2	$447k		3.4k	131.09	View chart
Medtronic SHS (MDT)	0.2	$445k	+11%	5.1k	86.64	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.2	$440k		8.7k	50.55	View chart
Impinj (PI)	0.2	$433k	+91%	4.2k	102.70	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$431k	+53%	1.5k	287.24	View chart
Onespan (OSPN)	0.2	$426k	-41%	40k	10.53	View chart
Target Corporation (TGT)	0.2	$424k		3.5k	121.20	View chart
Spdr Series Trust State Street Spd (SPYD)	0.2	$422k	+17%	9.3k	45.52	View chart
Tesla Motors (TSLA)	0.2	$418k		1.1k	371.75	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$410k	-19%	3.1k	132.88	View chart
Gladstone Commercial Corporation (GOOD)	0.2	$407k	-7%	36k	11.43	View chart
L3harris Technologies (LHX)	0.1	$405k	NEW	1.2k	345.18	View chart
Gilead Sciences (GILD)	0.1	$396k		2.8k	139.37	View chart
Dow (DOW)	0.1	$395k	-4%	9.5k	41.65	View chart
Rubrik Cl A (RBRK)	0.1	$392k	+29%	8.0k	48.97	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$390k	+12%	10k	38.00	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$385k	+3%	4.3k	90.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$384k	+18%	1.5k	261.92	View chart
Phillips 66 (PSX)	0.1	$383k	NEW	2.1k	182.15	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$380k		4.6k	82.84	View chart
Twilio Cl A (TWLO)	0.1	$378k		3.0k	125.82	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$374k		14k	26.20	View chart
Texas Instruments Incorporated (TXN)	0.1	$374k		1.9k	194.18	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$373k		12k	30.32	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.1	$368k	+2%	6.6k	56.19	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.1	$365k	+17%	7.1k	51.18	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$361k	+7%	19k	19.30	View chart
3M Company (MMM)	0.1	$354k		2.4k	145.24	View chart
Qualcomm (QCOM)	0.1	$351k	-6%	2.7k	128.78	View chart
American Airls (AAL)	0.1	$350k	NEW	33k	10.74	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$348k	+2%	7.0k	49.37	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$347k	-2%	3.7k	92.73	View chart
Welltower Inc Com reit (WELL)	0.1	$343k	-6%	1.7k	197.71	View chart
Prologis (PLD)	0.1	$343k	+51%	2.6k	132.19	View chart
Permian Resources Corp Class A Com (PR)	0.1	$337k	-35%	16k	21.32	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$334k		2.3k	146.58	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$331k		4.9k	68.28	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$331k	NEW	7.8k	42.54	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$327k	+46%	852.00	383.40	View chart
Kinder Morgan (KMI)	0.1	$325k	-17%	9.7k	33.53	View chart
Devon Energy Corporation (DVN)	0.1	$321k	+2%	6.4k	50.32	View chart
PNC Financial Services (PNC)	0.1	$312k		1.5k	208.09	View chart
Applied Materials (AMAT)	0.1	$307k		898.00	341.79	View chart
Abbott Laboratories (ABT)	0.1	$304k	-18%	3.0k	102.66	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$303k		704.00	430.29	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$302k	+3%	2.2k	138.34	View chart
Oneok (OKE)	0.1	$297k	NEW	3.3k	90.38	View chart
Best Buy (BBY)	0.1	$296k	+35%	4.6k	64.20	View chart
Blackrock (BLK)	0.1	$289k	+3%	300.00	962.46	View chart
Citigroup Com New (C)	0.1	$284k		2.5k	113.41	View chart
Teradyne (TER)	0.1	$282k	NEW	952.00	296.47	View chart
At&t (T)	0.1	$281k	+20%	9.7k	28.99	View chart
Snowflake Com Shs (SNOW)	0.1	$280k	NEW	1.9k	150.82	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$278k		11k	25.88	View chart
Kurv Etf Tr Technology Titan (KQQQ)	0.1	$276k	NEW	11k	24.16	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$276k	+11%	2.0k	135.71	View chart
Palantir Technologies Cl A (PLTR)	0.1	$274k	+18%	1.9k	146.28	View chart
Crane Holdings (CXT)	0.1	$274k	+11%	6.8k	40.59	View chart
Blackrock Debt Strategies Com New (DSU)	0.1	$274k	-12%	29k	9.59	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$272k	+284%	4.0k	67.53	View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)	0.1	$270k		10k	26.67	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$269k	+10%	630.00	426.65	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$264k	NEW	6.9k	38.42	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$257k	+2%	2.3k	110.78	View chart
Realty Income (O)	0.1	$254k		4.2k	61.18	View chart
Mastercard Incorporated Cl A (MA)	0.1	$252k		504.00	499.66	View chart
CVS Caremark Corporation (CVS)	0.1	$249k		3.5k	71.83	View chart
Energy Fuels Com New (UUUU)	0.1	$246k		14k	18.25	View chart
First Tr Exchange-traded Common Shs (FDD)	0.1	$246k		14k	17.81	View chart
Uber Technologies (UBER)	0.1	$244k	+7%	3.4k	71.93	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$241k	+138%	4.7k	50.81	View chart
Ciena Corp Com New (CIEN)	0.1	$240k	NEW	618.00	388.34	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$237k		4.7k	50.04	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$236k	+24%	2.9k	82.43	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.1	$233k		10k	22.49	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$232k	+2%	500.00	463.19	View chart
Pinnacle Finl Partners (PNFP)	0.1	$226k	NEW	2.6k	86.15	View chart
Prudential Financial (PRU)	0.1	$222k		2.3k	97.71	View chart
Industrial Logistics Pptys T Com Shs Ben Int (ILPT)	0.1	$220k	-12%	39k	5.68	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$218k	+13%	3.1k	69.75	View chart
Lockheed Martin Corporation (LMT)	0.1	$217k	NEW	359.00	605.19	View chart
Union Pacific Corporation (UNP)	0.1	$217k		892.00	242.67	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$213k		4.6k	45.89	View chart
ClearBridge Energy MLP Fund (EMO)	0.1	$212k	NEW	4.0k	52.82	View chart
Stag Industrial (STAG)	0.1	$210k		5.8k	36.06	View chart
Obsidian Energy (OBE)	0.1	$210k	-45%	22k	9.47	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$206k		21k	10.03	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$205k	+12%	3.5k	58.54	View chart
Spdr Series Trust State Street Spd (XBI)	0.1	$197k	+11%	1.5k	127.74	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$192k		3.2k	60.43	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$186k	+33%	4.6k	40.14	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$185k		11k	17.54	View chart
Hercules Technology Growth Capital (HTGC)	0.1	$183k	-7%	12k	14.77	View chart
Spdr Series Trust State Street Spd (KRE)	0.1	$176k		2.7k	65.14	View chart
Sixth Street Specialty Lending (TSLX)	0.1	$168k		9.1k	18.38	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$165k	+6%	978.00	168.86	View chart
Newell Rubbermaid (NWL)	0.1	$163k		48k	3.43	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$159k	+4%	3.6k	43.66	View chart
Spdr Series Trust State Street Spd (XHB)	0.1	$159k	+3%	1.6k	98.70	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.1	$157k	+111%	3.2k	49.49	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.1	$149k		1.4k	109.81	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$139k		976.00	142.44	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.1	$136k		855.00	158.62	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$135k		1.1k	124.33	View chart
Gladstone Investment Corporation (GAIN)	0.0	$135k		9.5k	14.20	View chart
Saratoga Invt Corp Com New (SAR)	0.0	$131k		6.0k	21.87	View chart
Main Street Capital Corporation (MAIN)	0.0	$129k		2.4k	52.95	View chart
Cohen & Steers Quality Income Realty (RQI)	0.0	$129k		11k	12.05	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.0	$129k	NEW	3.1k	41.51	View chart
Rithm Capital Corp Com New (RITM)	0.0	$129k		14k	9.48	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$124k		2.8k	44.80	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$121k		402.00	302.10	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$121k	+7%	1.5k	79.58	View chart
Ford Motor Company (F)	0.0	$117k	+10%	10k	11.54	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$116k		1.0k	113.11	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$112k	+43%	526.00	213.59	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$108k		1.3k	84.44	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ)	0.0	$107k	+10%	1.1k	96.45	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$106k	+5%	1.1k	100.62	View chart
Gabelli Utility Trust (GUT)	0.0	$102k	+2%	17k	6.05	View chart
Barings Bdc (BBDC)	0.0	$102k		12k	8.23	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$97k		1.8k	54.55	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$96k		2.1k	46.85	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.0	$96k	+9%	1.6k	58.05	View chart
Gabelli Equity Trust (GAB)	0.0	$95k	+2%	17k	5.60	View chart
Putnam Premier Income Tr Sh Ben Int (PPT)	0.0	$94k	+2%	26k	3.55	View chart
Paramount Skydance Corp Com Cl B (PSKY)	0.0	$92k		10k	9.02	View chart
Sunrise Rlty Tr (SUNS)	0.0	$90k		12k	7.67	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$89k		1.5k	59.55	View chart
Omega Healthcare Investors (OHI)	0.0	$88k		2.0k	43.82	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$85k	+6%	527.00	161.88	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$85k	+11%	7.8k	10.88	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$85k	+9%	1.6k	53.35	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH)	0.0	$84k	+11%	2.1k	41.15	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$81k		384.00	211.15	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$81k	+2%	1.5k	54.04	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$81k	+5%	739.00	108.99	View chart
MiMedx (MDXG)	0.0	$80k	-2%	20k	3.95	View chart
Pgim Etf Tr Pgim Short Durat (PSDM)	0.0	$78k	NEW	1.5k	50.97	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$77k	NEW	977.00	78.41	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$76k		1.2k	62.66	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.0	$75k	-4%	5.9k	12.80	View chart
Ammo (POWW)	0.0	$74k		37k	2.01	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.0	$64k		879.00	72.94	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$62k	+8%	679.00	91.77	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.0	$62k	-42%	5.0k	12.40	View chart
Immersion Corporation (IMMR)	0.0	$61k		11k	5.46	View chart
Oaktree Specialty Lending Corp (OCSL)	0.0	$57k		5.0k	11.30	View chart
Spdr Series Trust State Street Spd (XTN)	0.0	$51k		549.00	93.00	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$49k	-17%	492.00	100.48	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$49k		439.00	110.86	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$47k		513.00	92.28	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$44k		1.0k	42.55	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$44k		350.00	125.06	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.0	$43k	NEW	562.00	76.02	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$41k		673.00	61.23	View chart
Mfs Inter Income Tr Sh Ben Int (MIN)	0.0	$41k	+2%	16k	2.51	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$41k		374.00	108.98	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$41k	+11%	432.00	93.74	View chart
Ishares Tr Us Regnl Bks Etf (IAT)	0.0	$38k		700.00	53.84	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$37k		254.00	145.74	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$36k		284.00	128.12	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$36k		336.00	106.15	View chart
Spdr Series Trust State Street Spd (MDYG)	0.0	$35k	NEW	365.00	95.96	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$34k	NEW	358.00	94.58	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$33k	-8%	525.00	62.56	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.0	$32k		883.00	36.59	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$32k	NEW	190.00	165.70	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.0	$30k		2.2k	13.76	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$29k		588.00	49.97	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)	0.0	$28k		283.00	98.47	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$28k		425.00	64.77	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$25k	+2575%	321.00	76.54	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.0	$25k		703.00	34.91	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$24k		424.00	56.74	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$24k	+35%	291.00	82.61	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$23k	NEW	190.00	118.45	View chart
First Tr Exchange-traded Energy Alphadx (FXN)	0.0	$23k		1.0k	22.46	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.0	$22k		546.00	40.57	View chart
Ishares Tr Glb Cns Disc Etf (RXI)	0.0	$22k		118.00	185.77	View chart
Shift4 Pmts 6 Ser A Cnv Pref (FOUR.PA)	0.0	$22k	NEW	400.00	53.64	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$21k		241.00	88.70	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$21k		932.00	22.91	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.0	$21k		385.00	53.87	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$20k		85.00	239.99	View chart
Spdr Series Trust State Street Spd (XES)	0.0	$20k		173.00	116.33	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$19k	NEW	194.00	100.17	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$19k	+64%	197.00	97.13	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.0	$19k		455.00	41.85	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$19k		197.00	95.44	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.0	$19k	+238%	247.00	75.74	View chart
Las Vegas Sands (LVS)	0.0	$18k		333.00	53.88	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$18k	NEW	85.00	205.80	View chart
Spdr Series Trust State Street Spd (SPMB)	0.0	$17k		757.00	22.39	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.0	$16k	NEW	228.00	71.75	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$16k		110.00	145.62	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$16k		195.00	81.98	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$16k		107.00	145.02	View chart
Global X Fds Global X Copper (COPX)	0.0	$15k	NEW	201.00	76.35	View chart
Spdr Series Trust State Street Spd (SJNK)	0.0	$15k	+200%	600.00	24.98	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$15k		101.00	144.71	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.0	$15k		171.00	84.64	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Emrg (PIE)	0.0	$14k	+6%	551.00	26.03	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.0	$14k	NEW	401.00	34.63	View chart
Spdr Series Trust State Street Spd (SPTL)	0.0	$13k		490.00	26.30	View chart
Ishares Tr Us Trsprtion (IYT)	0.0	$13k		172.00	74.60	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$13k		241.00	52.44	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$12k		159.00	74.63	View chart
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT)	0.0	$12k		200.00	58.08	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.0	$12k		266.00	43.13	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.0	$11k		95.00	120.04	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$11k	NEW	82.00	133.20	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.0	$10k	-7%	240.00	42.44	View chart
Spdr Series Trust State Street Spd (KBE)	0.0	$8.9k		150.00	59.55	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$8.6k		57.00	150.68	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$8.4k		159.00	52.69	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.0	$6.6k		68.00	96.79	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.0	$6.5k	-89%	100.00	65.04	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$6.2k		100.00	61.64	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$5.2k	NEW	60.00	86.68	View chart
Spdr Series Trust State Street Spd (SPSB)	0.0	$4.8k		160.00	30.07	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$4.8k	NEW	60.00	80.05	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$4.8k		93.00	51.23	View chart
Charles Schwab Corporation (SCHW)	0.0	$4.6k	NEW	49.00	93.98	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$4.6k	NEW	58.00	79.28	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$4.6k	+75%	21.00	217.24	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.0	$4.2k		84.00	49.60	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.0	$3.6k		100.00	36.02	View chart
Ishares Msci Taiwan Etf (EWT)	0.0	$3.5k		50.00	70.92	View chart
Us Bancorp Com New (USB)	0.0	$3.3k	NEW	64.00	52.02	View chart
Ishares Tr Select Us Reit (ICF)	0.0	$3.2k		52.00	61.88	View chart
Vontier Corporation (VNT)	0.0	$3.2k		90.00	35.47	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.0	$2.8k		90.00	31.58	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$2.7k		14.00	191.79	View chart
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)	0.0	$2.6k	NEW	61.00	43.03	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$2.5k		27.00	93.26	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$2.5k		33.00	74.36	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$2.3k	NEW	24.00	94.96	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.0	$2.3k	NEW	22.00	103.36	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$2.2k		7.00	318.00	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$1.7k		9.00	184.33	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$1.5k		6.00	257.33	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$1.5k		114.00	13.12	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.0	$1.4k		12.00	120.75	View chart
Global X Fds Global X Uranium (URA)	0.0	$1.4k	NEW	29.00	48.41	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$1.3k		27.00	46.96	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.0	$1.2k	NEW	56.00	20.89	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$941.000000		8.00	117.62	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$897.000000		8.00	112.12	View chart
Occidental Petroleum Corporation (OXY)	0.0	$845.000000		13.00	65.00	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Basc (PYZ)	0.0	$838.999700		7.00	119.86	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.0	$734.999400		18.00	40.83	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$715.999900	NEW	7.00	102.29	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$705.000100		7.00	100.71	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$620.000000	NEW	4.00	155.00	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$414.000000		4.00	103.50	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$282.000000		3.00	94.00	View chart
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)	0.0	$215.000000		5.00	43.00	View chart
Gabelli Equity Tr Right 04/14/2026	0.0	$116.060000	NEW	17k	0.01	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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