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, MSFT, NNBR, and represent 14.23% of Register Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: WMT, VYX, BXSL, MSFT, CTOS, NNBR, PFE, EPM, CUZ, APLD.
- Started 471 new stock positions in DKNG, BKR, SEDG, PGR, SLND, AORT, RACE, WTAI, FPF, ADP.
- Reduced shares in these 10 stocks: KNF, RTX, LLAP, STRL, United States Natural Gas Fund, Lp etf, CXT, UPS, UNH, GNK, TILE.
- Sold out of its positions in RSPT, KBWB, IXJ, TLT, MBB, TLH, KXI, GOVT, MCHI, EFAV. BBJP, MMC, REAX, SCHQ, SCHO, XLRE, STRL, United States Natural Gas Fund, Lp etf, GNK.
- Register Financial Advisors was a net buyer of stock by $32M.
- Register Financial Advisors has $193M in assets under management (AUM), dropping by 28.92%.
- Central Index Key (CIK): 0001962636
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Portfolio Holdings for Register Financial Advisors
Register Financial Advisors holds 743 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Register Financial Advisors has 743 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Register Financial Advisors March 31, 2024 positions
- Download the Register Financial Advisors March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 3.1 | $6.0M | +2% | 18k | 344.19 |
|
| Apple (AAPL) | 3.0 | $5.7M | +7% | 33k | 171.48 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.9 | $5.6M | +3% | 35k | 162.86 |
|
| Microsoft Corporation (MSFT) | 2.7 | $5.2M | +24% | 12k | 420.74 |
|
| NN (NNBR) | 2.6 | $4.9M | +20% | 1.0M | 4.74 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 2.2 | $4.3M | +4% | 71k | 60.30 |
|
| JPMorgan Chase & Co. (JPM) | 1.9 | $3.7M | +4% | 19k | 200.30 |
|
| MDU Resources (MDU) | 1.8 | $3.5M | +6% | 141k | 25.20 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 1.8 | $3.5M | 191k | 18.38 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 1.7 | $3.2M | -3% | 25k | 131.37 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 1.7 | $3.2M | +2% | 60k | 53.34 |
|
| Allegheny Technologies Incorporated (ATI) | 1.6 | $3.1M | 61k | 51.17 |
|
|
| Alta Equipment Group Common Stock (ALTG) | 1.6 | $3.0M | +23% | 233k | 12.95 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.3 | $2.5M | +2% | 43k | 57.86 |
|
| Abbvie (ABBV) | 1.2 | $2.3M | -2% | 13k | 182.10 |
|
| Modine Manufacturing (MOD) | 1.2 | $2.3M | 25k | 95.19 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.1 | $2.2M | -2% | 27k | 80.63 |
|
| Interface (TILE) | 1.1 | $2.1M | -7% | 126k | 16.82 |
|
| Johnson & Johnson (JNJ) | 1.1 | $2.0M | +2% | 13k | 158.19 |
|
| ConocoPhillips (COP) | 1.0 | $2.0M | 16k | 127.28 |
|
|
| Knife River Corp Common Stock (KNF) | 1.0 | $2.0M | -27% | 25k | 81.08 |
|
| Merck & Co (MRK) | 1.0 | $1.9M | -3% | 14k | 131.95 |
|
| Beazer Homes Usa Com New (BZH) | 1.0 | $1.9M | +18% | 57k | 32.80 |
|
| Bank of America Corporation (BAC) | 1.0 | $1.8M | 48k | 37.92 |
|
|
| Apollo Global Mgmt (APO) | 1.0 | $1.8M | 16k | 112.45 |
|
|
| Cleveland-cliffs (CLF) | 0.9 | $1.7M | +7% | 75k | 22.74 |
|
| Evolution Petroleum Corporation (EPM) | 0.9 | $1.7M | +71% | 276k | 6.14 |
|
| Raytheon Technologies Corp (RTX) | 0.8 | $1.6M | -19% | 17k | 97.53 |
|
| Wal-Mart Stores (WMT) | 0.8 | $1.6M | +201% | 27k | 60.17 |
|
| CVS Caremark Corporation (CVS) | 0.8 | $1.6M | -2% | 20k | 79.76 |
|
| Pfizer (PFE) | 0.8 | $1.6M | +87% | 56k | 27.75 |
|
| Home Depot (HD) | 0.8 | $1.5M | -3% | 4.0k | 383.63 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $1.5M | 2.9k | 523.11 |
|
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.8 | $1.5M | +236% | 48k | 31.15 |
|
| Quanta Services (PWR) | 0.8 | $1.4M | 5.6k | 259.82 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.4M | -6% | 3.3k | 420.52 |
|
| Applied Digital Corp Com New (APLD) | 0.7 | $1.4M | +73% | 323k | 4.28 |
|
| Chevron Corporation (CVX) | 0.7 | $1.4M | +4% | 8.8k | 157.75 |
|
| Micron Technology (MU) | 0.7 | $1.3M | 11k | 117.89 |
|
|
| Southern Company (SO) | 0.7 | $1.3M | +14% | 18k | 71.74 |
|
| Ares Capital Corporation (ARCC) | 0.7 | $1.3M | 60k | 20.82 |
|
|
| NVIDIA Corporation (NVDA) | 0.6 | $1.2M | +24% | 1.4k | 903.76 |
|
| Gladstone Commercial Corporation (GOOD) | 0.6 | $1.2M | 85k | 13.84 |
|
|
| Procter & Gamble Company (PG) | 0.6 | $1.2M | -6% | 7.3k | 162.24 |
|
| Cisco Systems (CSCO) | 0.6 | $1.2M | -10% | 24k | 49.91 |
|
| Amazon (AMZN) | 0.6 | $1.1M | +2% | 6.2k | 180.38 |
|
| NCR Corporation (VYX) | 0.6 | $1.1M | NEW | 84k | 12.63 |
|
| International Business Machines (IBM) | 0.5 | $1.1M | +12% | 5.5k | 190.96 |
|
| Custom Truck One Source Com Cl A (CTOS) | 0.5 | $1.0M | +410% | 179k | 5.82 |
|
| Chart Industries (GTLS) | 0.5 | $1.0M | 6.3k | 164.72 |
|
|
| Dupont De Nemours (DD) | 0.5 | $977k | +8% | 13k | 76.67 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.5 | $959k | +5% | 54k | 17.91 |
|
| Indie Semiconductor Class A Com (INDI) | 0.5 | $945k | +21% | 133k | 7.08 |
|
| Cousins Pptys Com New (CUZ) | 0.5 | $932k | +184% | 39k | 24.04 |
|
| Northern Oil And Gas Inc Mn (NOG) | 0.5 | $906k | 23k | 39.68 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $892k | +7% | 9.1k | 97.94 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.5 | $871k | +10% | 18k | 47.87 |
|
| Target Corporation (TGT) | 0.5 | $869k | +2% | 4.9k | 177.19 |
|
| Organon & Co Common Stock (OGN) | 0.4 | $866k | +7% | 46k | 18.80 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.4 | $863k | 7.8k | 110.50 |
|
|
| Starwood Property Trust (STWD) | 0.4 | $860k | 42k | 20.33 |
|
|
| Dow (DOW) | 0.4 | $852k | 15k | 57.93 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $845k | 5.0k | 169.37 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $830k | +6% | 1.1k | 777.77 |
|
| Coca-Cola Company (KO) | 0.4 | $776k | 13k | 61.18 |
|
|
| Eaton Corp SHS (ETN) | 0.4 | $766k | 2.5k | 312.65 |
|
|
| Ssga Active Etf Tr Mult Ass Rlrtn (RLY) | 0.4 | $723k | +6% | 26k | 27.95 |
|
| Oracle Corporation (ORCL) | 0.4 | $694k | +9% | 5.5k | 125.62 |
|
| Lincoln National Corporation (LNC) | 0.4 | $690k | +32% | 22k | 31.93 |
|
| Williams Companies (WMB) | 0.4 | $690k | 18k | 38.97 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $688k | +3% | 5.9k | 116.23 |
|
| Pepsi (PEP) | 0.4 | $685k | 3.9k | 175.00 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $683k | +4% | 2.6k | 259.90 |
|
| Highpeak Energy (HPK) | 0.4 | $678k | +16% | 43k | 15.77 |
|
| Truist Financial Corp equities (TFC) | 0.3 | $664k | 17k | 38.98 |
|
|
| General Motors Company (GM) | 0.3 | $664k | +5% | 15k | 45.35 |
|
| Crane Holdings (CXT) | 0.3 | $658k | -24% | 11k | 61.90 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $646k | +16% | 1.2k | 525.91 |
|
| Trex Company (TREX) | 0.3 | $640k | 6.4k | 99.75 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $626k | -9% | 5.2k | 120.99 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $621k | 4.1k | 152.26 |
|
|
| Honeywell International (HON) | 0.3 | $619k | +19% | 3.0k | 205.23 |
|
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.3 | $613k | 3.2k | 190.68 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.3 | $604k | +96% | 12k | 51.06 |
|
| ON Semiconductor (ON) | 0.3 | $570k | -8% | 7.8k | 73.55 |
|
| Walt Disney Company (DIS) | 0.3 | $562k | +23% | 4.6k | 122.37 |
|
| Spartannash (SPTN) | 0.3 | $561k | 28k | 20.21 |
|
|
| Marvell Technology (MRVL) | 0.3 | $553k | +8% | 7.8k | 70.88 |
|
| FedEx Corporation (FDX) | 0.3 | $541k | -19% | 1.9k | 289.74 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $519k | 2.5k | 208.29 |
|
|
| Duke Energy Corp Com New (DUK) | 0.3 | $519k | +19% | 5.4k | 96.71 |
|
| Permian Resources Corp Class A Com (PR) | 0.3 | $512k | -18% | 29k | 17.66 |
|
| Enovix Corp (ENVX) | 0.3 | $512k | +40% | 64k | 8.01 |
|
| Symbotic Class A Com (SYM) | 0.3 | $504k | +124% | 11k | 45.00 |
|
| 3M Company (MMM) | 0.3 | $488k | NEW | 4.6k | 106.07 |
|
| Enterprise Products Partners (EPD) | 0.2 | $481k | -4% | 17k | 29.18 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $477k | -2% | 1.0k | 454.94 |
|
| Broadcom (AVGO) | 0.2 | $470k | +5% | 355.00 | 1323.88 |
|
| Itt (ITT) | 0.2 | $470k | +4% | 3.5k | 136.02 |
|
| Morgan Stanley Com New (MS) | 0.2 | $465k | +22% | 4.9k | 94.16 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $461k | 5.5k | 84.09 |
|
|
| OSI Systems (OSIS) | 0.2 | $450k | NEW | 3.2k | 142.82 |
|
| General Electric Com New (GE) | 0.2 | $442k | 2.5k | 175.50 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $441k | +4% | 907.00 | 485.66 |
|
| Qualcomm (QCOM) | 0.2 | $431k | 2.5k | 169.30 |
|
|
| Texas Instruments Incorporated (TXN) | 0.2 | $418k | +52% | 2.4k | 174.17 |
|
| Netflix (NFLX) | 0.2 | $413k | +31% | 680.00 | 607.33 |
|
| Caterpillar (CAT) | 0.2 | $411k | 1.1k | 366.34 |
|
|
| Copart (CPRT) | 0.2 | $405k | 7.0k | 57.92 |
|
|
| Kkr & Co (KKR) | 0.2 | $401k | -10% | 4.0k | 100.59 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $398k | +82% | 1.9k | 210.29 |
|
| Oshkosh Corporation (OSK) | 0.2 | $382k | 3.1k | 124.72 |
|
|
| Medtronic SHS (MDT) | 0.2 | $371k | +60% | 4.3k | 87.14 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $371k | +4% | 835.00 | 444.14 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $366k | +19% | 2.4k | 150.93 |
|
| Abbott Laboratories (ABT) | 0.2 | $354k | +6% | 3.1k | 113.66 |
|
| Advanced Micro Devices (AMD) | 0.2 | $353k | NEW | 2.0k | 180.49 |
|
| Obsidian Energy (OBE) | 0.2 | $345k | -14% | 42k | 8.22 |
|
| Stag Industrial (STAG) | 0.2 | $342k | 8.9k | 38.44 |
|
|
| Goldman Sachs (GS) | 0.2 | $337k | NEW | 807.00 | 417.56 |
|
| Nextera Energy (NEE) | 0.2 | $334k | NEW | 5.2k | 63.91 |
|
| Intel Corporation (INTC) | 0.2 | $334k | 7.6k | 44.17 |
|
|
| Devon Energy Corporation (DVN) | 0.2 | $326k | 6.5k | 50.18 |
|
|
| Wells Fargo & Company (WFC) | 0.2 | $326k | -3% | 5.6k | 57.96 |
|
| Paramount Global Class B Com (PARA) | 0.2 | $325k | +54% | 28k | 11.77 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $309k | +38% | 7.3k | 42.12 |
|
| Zeta Global Holdings Corp Cl A (ZETA) | 0.2 | $306k | +66% | 28k | 10.93 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $306k | -8% | 3.7k | 83.57 |
|
| Gilead Sciences (GILD) | 0.2 | $305k | +6% | 4.2k | 73.25 |
|
| Tesla Motors (TSLA) | 0.2 | $295k | +32% | 1.7k | 175.79 |
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| Altria (MO) | 0.2 | $295k | 6.8k | 43.62 |
|
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.2 | $294k | +200% | 4.4k | 66.31 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $294k | 6.2k | 47.46 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $293k | -15% | 3.9k | 74.22 |
|
| Philip Morris International (PM) | 0.2 | $292k | 3.2k | 91.61 |
|
|
| Prudential Financial (PRU) | 0.2 | $290k | 2.5k | 117.42 |
|
|
| Kinder Morgan (KMI) | 0.1 | $285k | 16k | 18.34 |
|
|
| Hercules Technology Growth Capital (HTGC) | 0.1 | $282k | 15k | 18.45 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $273k | 967.00 | 281.87 |
|
|
| Verizon Communications (VZ) | 0.1 | $269k | NEW | 6.4k | 41.96 |
|
| Industrial Logistics Pptys T Com Shs Ben Int (ILPT) | 0.1 | $269k | 63k | 4.29 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $267k | 17k | 15.73 |
|
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| MiMedx (MDXG) | 0.1 | $260k | -10% | 34k | 7.70 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $260k | NEW | 4.8k | 54.23 |
|
| Crane Company Common Stock (CR) | 0.1 | $257k | 1.9k | 135.14 |
|
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.1 | $247k | +6% | 15k | 16.90 |
|
| Union Pacific Corporation (UNP) | 0.1 | $245k | 996.00 | 245.95 |
|
|
| Welltower Inc Com reit (WELL) | 0.1 | $243k | 2.6k | 93.44 |
|
|
| PNC Financial Services (PNC) | 0.1 | $242k | 1.5k | 161.60 |
|
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| Uber Technologies (UBER) | 0.1 | $241k | NEW | 3.1k | 76.99 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $235k | -2% | 1.8k | 131.92 |
|
| First Tr Exchange Traded Finls Alphadex (FXO) | 0.1 | $231k | 4.9k | 47.52 |
|
|
| Oneok (OKE) | 0.1 | $229k | NEW | 2.9k | 80.17 |
|
| BlackRock (BLK) | 0.1 | $227k | 273.00 | 832.68 |
|
|
| Synovus Finl Corp Com New (SNV) | 0.1 | $221k | 5.5k | 40.06 |
|
|
| American Electric Power Company (AEP) | 0.1 | $220k | 2.6k | 86.09 |
|
|
| American Intl Group Com New (AIG) | 0.1 | $219k | NEW | 2.8k | 78.17 |
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| Dominion Resources (D) | 0.1 | $218k | NEW | 4.4k | 49.19 |
|
| At&t (T) | 0.1 | $218k | +5% | 12k | 17.60 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $213k | 1.7k | 125.99 |
|
|
| Oaktree Specialty Lending Corp (OCSL) | 0.1 | $211k | 11k | 19.66 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $209k | +5% | 737.00 | 284.13 |
|
| Visa Com Cl A (V) | 0.1 | $209k | NEW | 748.00 | 279.23 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $204k | -13% | 1.8k | 110.50 |
|
| Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) | 0.1 | $204k | NEW | 8.4k | 24.14 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $203k | +4% | 3.0k | 67.34 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $200k | 593.00 | 337.32 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $199k | -14% | 342.00 | 581.44 |
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| Immersion Corporation (IMMR) | 0.1 | $193k | -34% | 26k | 7.48 |
|
| EXACT Sciences Corporation (EXAS) | 0.1 | $192k | -7% | 2.8k | 69.06 |
|
| salesforce (CRM) | 0.1 | $192k | NEW | 637.00 | 301.18 |
|
| Valero Energy Corporation (VLO) | 0.1 | $188k | NEW | 1.1k | 170.62 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $186k | NEW | 2.0k | 90.91 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $185k | NEW | 4.1k | 45.31 |
|
| Boeing Company (BA) | 0.1 | $180k | -43% | 931.00 | 192.90 |
|
| Trane Technologies SHS (TT) | 0.1 | $177k | NEW | 591.00 | 300.20 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $177k | +141% | 1.2k | 147.78 |
|
| United Parcel Service CL B (UPS) | 0.1 | $177k | -54% | 1.2k | 148.62 |
|
| Phillips 66 (PSX) | 0.1 | $176k | NEW | 1.1k | 163.32 |
|
| Lam Research Corporation (LRCX) | 0.1 | $175k | NEW | 180.00 | 971.57 |
|
| Southern Copper Corporation (SCCO) | 0.1 | $172k | NEW | 1.6k | 106.52 |
|
| Norfolk Southern (NSC) | 0.1 | $171k | NEW | 670.00 | 254.82 |
|
| Doordash Cl A (DASH) | 0.1 | $169k | NEW | 1.2k | 137.72 |
|
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.1 | $168k | +691% | 9.5k | 17.69 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $168k | +86% | 735.00 | 228.59 |
|
| Ambarella SHS (AMBA) | 0.1 | $168k | -5% | 3.3k | 50.77 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $167k | +385% | 2.8k | 60.75 |
|
| Key (KEY) | 0.1 | $167k | +31% | 11k | 15.81 |
|
| Cohen & Steers Tax Advan P (PTA) | 0.1 | $166k | NEW | 8.5k | 19.61 |
|
| Ford Motor Company (F) | 0.1 | $166k | +13% | 13k | 13.28 |
|
| Dick's Sporting Goods (DKS) | 0.1 | $164k | NEW | 728.00 | 224.86 |
|
| Ncr Atleos Corporation Com Shs (NATL) | 0.1 | $163k | NEW | 8.3k | 19.75 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $163k | NEW | 5.8k | 27.88 |
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| Sixth Street Specialty Lending (TSLX) | 0.1 | $162k | +15% | 7.6k | 21.43 |
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| Kenvue (KVUE) | 0.1 | $161k | NEW | 7.5k | 21.46 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $158k | +9% | 634.00 | 249.89 |
|
| First Tr Mlp & Energy Income (FEI) | 0.1 | $158k | 16k | 9.67 |
|
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $157k | NEW | 3.1k | 50.08 |
|
| Owl Rock Capital Corporation (OBDC) | 0.1 | $156k | +135% | 10k | 15.38 |
|
| Spdr Ser Tr S&p Homebuild (XHB) | 0.1 | $156k | 1.4k | 111.60 |
|
|
| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.1 | $149k | 1.4k | 109.60 |
|
|
| L3harris Technologies (LHX) | 0.1 | $143k | NEW | 673.00 | 213.08 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $142k | +16% | 1.0k | 137.21 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $142k | 630.00 | 224.99 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $142k | NEW | 2.0k | 69.99 |
|
| MetLife (MET) | 0.1 | $141k | 1.9k | 74.13 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $141k | -8% | 1.3k | 110.25 |
|
| Servicenow (NOW) | 0.1 | $138k | NEW | 181.00 | 762.40 |
|
| UnitedHealth (UNH) | 0.1 | $138k | -58% | 279.00 | 494.19 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $136k | NEW | 283.00 | 481.57 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $136k | 761.00 | 179.05 |
|
|
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.1 | $136k | -5% | 2.7k | 50.28 |
|
| Ammo (POWW) | 0.1 | $136k | 49k | 2.75 |
|
|
| Saratoga Invt Corp Com New (SAR) | 0.1 | $135k | 5.8k | 23.20 |
|
|
| Applied Materials (AMAT) | 0.1 | $134k | NEW | 650.00 | 206.23 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $134k | 11k | 11.88 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $131k | +12% | 1.7k | 77.75 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $131k | +303% | 2.0k | 65.63 |
|
| Blackrock Science & Technolo Shs Ben Int (BSTZ) | 0.1 | $131k | NEW | 6.7k | 19.40 |
|
| Simon Property (SPG) | 0.1 | $130k | NEW | 829.00 | 156.49 |
|
| Wp Carey (WPC) | 0.1 | $129k | NEW | 2.3k | 56.43 |
|
| Main Street Capital Corporation (MAIN) | 0.1 | $128k | +19% | 2.7k | 47.31 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $128k | NEW | 942.00 | 136.00 |
|
| Eaton Vance Enhanced Equity Income Fund (EOI) | 0.1 | $128k | NEW | 7.0k | 18.23 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $127k | NEW | 395.00 | 320.59 |
|
| EQT Corporation (EQT) | 0.1 | $126k | NEW | 3.4k | 37.07 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $124k | NEW | 501.00 | 247.59 |
|
| Cigna Corp (CI) | 0.1 | $124k | +1600% | 340.00 | 363.19 |
|
| Newell Rubbermaid (NWL) | 0.1 | $123k | -6% | 15k | 8.03 |
|
| Gaming & Leisure Pptys (GLPI) | 0.1 | $122k | NEW | 2.7k | 46.07 |
|
| First Trust S&P REIT Index Fund (FRI) | 0.1 | $121k | NEW | 4.7k | 25.99 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $120k | NEW | 346.00 | 347.33 |
|
| Nucor Corporation (NUE) | 0.1 | $119k | NEW | 600.00 | 197.90 |
|
| American Express Company (AXP) | 0.1 | $119k | NEW | 521.00 | 227.48 |
|
| First Tr Inter Duration Pfd & Income (FPF) | 0.1 | $118k | NEW | 6.6k | 17.92 |
|
| Cohen & Steers infrastucture Fund (UTF) | 0.1 | $118k | NEW | 5.0k | 23.57 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $115k | NEW | 2.2k | 51.61 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $115k | NEW | 423.00 | 271.59 |
|
| Citizens Financial (CFG) | 0.1 | $114k | NEW | 3.1k | 36.29 |
|
| CryoLife (AORT) | 0.1 | $114k | NEW | 5.4k | 21.16 |
|
| Midcap Financial Invstmnt Com New (MFIC) | 0.1 | $114k | NEW | 7.6k | 15.04 |
|
| Teradyne (TER) | 0.1 | $113k | NEW | 1.0k | 112.84 |
|
| Barings Bdc (BBDC) | 0.1 | $112k | -7% | 12k | 9.30 |
|
| Diamondback Energy (FANG) | 0.1 | $112k | NEW | 563.00 | 198.17 |
|
| Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ) | 0.1 | $111k | 1.2k | 96.54 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $111k | NEW | 220.00 | 504.60 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $110k | 2.5k | 44.40 |
|
|
| Rithm Capital Corp Com New (RITM) | 0.1 | $110k | 9.9k | 11.16 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $107k | NEW | 205.00 | 522.88 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $107k | NEW | 3.6k | 29.53 |
|
Past Filings by Register Financial Advisors
SEC 13F filings are viewable for Register Financial Advisors going back to 2022
- Register Financial Advisors 2024 Q1 filed April 16, 2024
- Register Financial Advisors 2023 Q4 filed Jan. 12, 2024
- Register Financial Advisors 2023 Q3 filed Oct. 13, 2023
- Register Financial Advisors 2023 Q2 filed Aug. 4, 2023
- Register Financial Advisors 2023 Q1 filed May 10, 2023
- Register Financial Advisors 2022 Q4 filed Feb. 14, 2023