Soltis Investment Advisors

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

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Positions held by Soltis Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Soltis Investment Advisors

Soltis Investment Advisors holds 365 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
Microsoft Corporation (MSFT) 6.1 $63M +4% 146k 430.30
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Apple (AAPL) 4.7 $49M +5% 209k 233.00
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NVIDIA Corporation (NVDA) 2.5 $27M 218k 121.44
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Security Natl Finl Corp Cl A New (SNFCA) 2.5 $26M 2.8M 9.20
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Ishares Tr Core S&p500 Etf (IVV) 2.5 $26M +4% 44k 576.82
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.4 $25M -7% 498k 50.74
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Amazon (AMZN) 2.2 $23M +2% 123k 186.33
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Ishares Tr Core S&p Mcp Etf (IJH) 1.9 $20M 318k 62.32
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Innovator Etfs Trust Equity Defined P (JAJL) 1.8 $18M NEW 687k 26.68
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Vanguard Admiral Fds Midcp 400 Idx (IVOO) 1.8 $18M -26% 173k 105.63
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $17M -12% 30k 573.75
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Manhattan Bridge Capital (LOAN) 1.4 $15M NEW 2.6M 5.57
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Alphabet Cap Stk Cl A (GOOGL) 1.4 $14M +18% 86k 165.85
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.3 $13M +33% 176k 75.11
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Meta Platforms Cl A (META) 1.2 $12M +24% 22k 572.43
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $12M -6% 25k 488.07
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UnitedHealth (UNH) 1.0 $11M -3% 18k 584.69
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Chevron Corporation (CVX) 1.0 $10M -9% 71k 147.27
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $9.9M -14% 241k 41.12
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Abbvie (ABBV) 0.9 $9.4M 48k 197.48
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Realty Income (O) 0.9 $9.1M +67% 144k 63.42
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Ready Cap Corp Com reit (RC) 0.8 $8.7M -3% 1.1M 7.63
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Hershey Company (HSY) 0.8 $8.5M +53% 44k 191.78
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American Tower Reit (AMT) 0.8 $8.5M -15% 36k 232.56
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $8.4M +11% 165k 51.12
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Entergy Corporation (ETR) 0.8 $8.4M 64k 131.61
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Exxon Mobil Corporation (XOM) 0.8 $8.1M +149% 70k 117.22
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Medtronic SHS (MDT) 0.8 $7.9M +30% 88k 90.03
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Air Products & Chemicals (APD) 0.8 $7.9M +2% 27k 297.74
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Ishares Tr Core S&p Scp Etf (IJR) 0.8 $7.9M +2% 68k 116.96
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Ishares Tr S&p 500 Val Etf (IVE) 0.8 $7.9M 40k 197.17
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Verizon Communications (VZ) 0.8 $7.9M +11% 176k 44.91
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Applied Materials (AMAT) 0.7 $7.7M +763% 38k 202.05
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Rio Tinto Sponsored Adr (RIO) 0.7 $7.5M +3% 105k 71.17
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Netflix (NFLX) 0.7 $7.3M 10k 709.30
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Enbridge (ENB) 0.7 $7.3M +3% 179k 40.61
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Mastercard Incorporated Cl A (MA) 0.7 $7.1M +5% 14k 493.78
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Marathon Oil Corporation (MRO) 0.7 $7.1M +1444% 267k 26.63
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Citigroup Com New (C) 0.7 $7.0M 112k 62.60
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Coca-Cola Company (KO) 0.7 $7.0M -19% 98k 71.86
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JPMorgan Chase & Co. (JPM) 0.7 $6.8M -17% 32k 210.86
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Corning Incorporated (GLW) 0.6 $6.7M 149k 45.15
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Broadcom (AVGO) 0.6 $6.7M +6268% 39k 172.50
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.6 $6.6M +2% 79k 82.94
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CVS Caremark Corporation (CVS) 0.6 $6.3M 101k 62.88
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Visa Com Cl A (V) 0.6 $6.2M +800% 23k 274.95
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Kroger (KR) 0.6 $6.1M 107k 57.30
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Johnson & Johnson (JNJ) 0.6 $6.1M +3% 38k 162.06
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Select Sector Spdr Tr Technology (XLK) 0.6 $6.1M -11% 27k 225.76
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $6.0M -22% 126k 47.85
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $6.0M +7% 11k 527.69
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Procter & Gamble Company (PG) 0.6 $5.8M +2% 34k 173.20
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Glacier Ban (GBCI) 0.6 $5.8M 128k 45.70
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Palo Alto Networks (PANW) 0.6 $5.8M NEW 17k 341.79
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First Tr Exchange-traded Lunt Us Factor (FCTR) 0.6 $5.8M -29% 187k 31.10
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Lockheed Martin Corporation (LMT) 0.6 $5.7M -9% 9.8k 584.54
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Qualcomm (QCOM) 0.5 $5.7M +1924% 33k 170.05
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Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) 0.5 $5.6M -3% 148k 38.16
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $5.4M +9% 56k 95.75
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Ge Aerospace Com New (GE) 0.5 $5.3M +269% 28k 188.58
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Adobe Systems Incorporated (ADBE) 0.5 $5.3M +1189% 10k 517.76
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Genuine Parts Company (GPC) 0.5 $5.2M +2% 37k 139.68
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Lam Research Corporation (LRCX) 0.5 $5.0M 6.2k 816.06
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $4.9M +2% 11k 460.27
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Oracle Corporation (ORCL) 0.5 $4.8M +47% 28k 170.40
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Diamondback Energy (FANG) 0.5 $4.7M NEW 27k 172.40
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General Dynamics Corporation (GD) 0.4 $4.6M 15k 302.19
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United Parcel Service CL B (UPS) 0.4 $4.6M +5% 34k 136.34
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $4.4M +7% 35k 125.62
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Artisan Partners Asset Mgmt Cl A (APAM) 0.4 $4.3M 100k 43.32
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $4.2M 54k 78.05
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $4.2M +6% 15k 283.15
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Ishares Tr Core Msci Total (IXUS) 0.4 $4.0M 56k 72.63
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $4.0M -2% 40k 100.69
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $4.0M 51k 79.42
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Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $4.0M -36% 41k 97.42
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American Electric Power Company (AEP) 0.4 $4.0M -46% 39k 102.60
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Simon Property (SPG) 0.4 $3.9M 23k 169.02
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Lululemon Athletica (LULU) 0.4 $3.9M +1935% 14k 271.35
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.4 $3.8M +4% 31k 123.62
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.4 $3.7M -2% 37k 101.32
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Boeing Company (BA) 0.4 $3.7M 25k 152.04
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.4 $3.7M 80k 46.74
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Eversource Energy (ES) 0.3 $3.6M NEW 53k 68.05
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $3.5M -52% 42k 84.53
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Kenvue (KVUE) 0.3 $3.5M +3% 152k 23.13
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Ishares Tr S&P SML 600 GWT (IJT) 0.3 $3.5M +3% 25k 139.49
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Alphabet Cap Stk Cl C (GOOG) 0.3 $3.5M +22% 21k 167.19
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $3.4M +13% 37k 91.93
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Evergy (EVRG) 0.3 $3.4M +7% 55k 62.01
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Lyondellbasell Industries N Shs - A - (LYB) 0.3 $3.4M +4% 35k 95.90
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Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.3 $3.3M +39% 96k 34.59
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Equity Residential Sh Ben Int (EQR) 0.3 $3.2M NEW 43k 74.46
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Nike CL B (NKE) 0.3 $3.2M +12% 36k 88.40
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Tesla Motors (TSLA) 0.3 $3.1M 12k 261.63
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Sherwin-Williams Company (SHW) 0.3 $3.1M NEW 8.1k 381.68
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $3.0M +673% 17k 173.67
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Vanguard World Inf Tech Etf (VGT) 0.3 $2.9M +360% 5.0k 586.57
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.3 $2.9M +8% 56k 52.55
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $2.9M 7.6k 375.39
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Accenture Plc Ireland Shs Class A (ACN) 0.3 $2.7M -68% 7.8k 353.49
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $2.7M +6% 25k 107.66
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Ishares Tr Core Us Aggbd Et (AGG) 0.3 $2.7M -13% 27k 101.27
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Skyworks Solutions (SWKS) 0.3 $2.7M -49% 27k 98.77
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $2.6M +4% 49k 52.81
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $2.5M 9.7k 263.84
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Cloudflare Cl A Com (NET) 0.2 $2.5M 31k 80.89
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Lovesac Company (LOVE) 0.2 $2.5M +8% 86k 28.65
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Costco Wholesale Corporation (COST) 0.2 $2.4M +11% 2.7k 886.59
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Equity Lifestyle Properties (ELS) 0.2 $2.4M 34k 71.34
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Williams-Sonoma (WSM) 0.2 $2.4M +31% 15k 154.92
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Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.2 $2.3M 79k 29.48
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $2.3M 4.0k 569.66
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $2.2M -19% 15k 154.02
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McKesson Corporation (MCK) 0.2 $2.2M +6% 4.5k 494.45
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Cambria Etf Tr Tail Risk (TAIL) 0.2 $2.2M +18% 183k 12.05
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Wisdomtree Tr Us Midcap Divid (DON) 0.2 $2.2M +2% 42k 51.13
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Tapestry (TPR) 0.2 $2.0M NEW 42k 46.98
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Microchip Technology (MCHP) 0.2 $2.0M 25k 80.29
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SkyWest (SKYW) 0.2 $2.0M 23k 85.02
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $1.9M 18k 106.19
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $1.9M -14% 35k 53.63
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Select Sector Spdr Tr Communication (XLC) 0.2 $1.9M -18% 21k 90.40
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.9M 7.8k 237.22
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Raytheon Technologies Corp (RTX) 0.2 $1.8M +7% 15k 121.16
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Merck & Co (MRK) 0.2 $1.8M 16k 113.56
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Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.2 $1.8M 11k 163.95
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Marriott Intl Cl A (MAR) 0.2 $1.8M 7.1k 248.62
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HEICO Corporation (HEI) 0.2 $1.8M 6.8k 261.48
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $1.7M -38% 59k 29.18
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Vanguard Index Fds Growth Etf (VUG) 0.2 $1.7M -8% 4.4k 383.92
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Vanguard Index Fds Value Etf (VTV) 0.2 $1.6M +2% 9.3k 174.57
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Honeywell International (HON) 0.2 $1.6M +7% 7.9k 206.72
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Home Depot (HD) 0.2 $1.6M +16% 3.9k 405.17
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $1.5M -17% 7.7k 200.37
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ConocoPhillips (COP) 0.1 $1.5M 14k 105.28
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Heico Corp Cl A (HEI.A) 0.1 $1.4M 6.9k 203.77
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Select Sector Spdr Tr Financial (XLF) 0.1 $1.4M -18% 30k 45.32
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Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.1 $1.3M -8% 31k 44.12
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.3M -8% 27k 48.98
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Ishares Tr Tips Bd Etf (TIP) 0.1 $1.3M -53% 12k 110.47
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $1.3M 7.3k 179.29
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Wells Fargo & Company (WFC) 0.1 $1.3M -5% 23k 56.49
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Analog Devices (ADI) 0.1 $1.3M NEW 5.5k 230.19
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Ishares Core Msci Emkt (IEMG) 0.1 $1.2M +2% 21k 57.41
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.1M -35% 15k 78.69
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $1.1M -2% 6.5k 174.50
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $1.1M -26% 17k 66.37
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Intel Corporation (INTC) 0.1 $1.1M +157% 48k 23.46
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Eli Lilly & Co. (LLY) 0.1 $1.1M +10% 1.3k 885.86
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.1M +76% 5.0k 220.87
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Monster Beverage Corp (MNST) 0.1 $1.1M 21k 52.17
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Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $1.1M 21k 50.65
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Abbott Laboratories (ABT) 0.1 $1.0M +6% 9.2k 114.01
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Carrier Global Corporation (CARR) 0.1 $1.0M +5% 13k 80.49
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Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.1 $1.0M +7% 20k 50.50
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Pepsi (PEP) 0.1 $992k +16% 5.8k 170.05
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $971k -18% 12k 83.00
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Wal-Mart Stores (WMT) 0.1 $946k +31% 12k 80.75
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Travelers Companies (TRV) 0.1 $928k 4.0k 234.09
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Sofi Technologies (SOFI) 0.1 $914k 116k 7.86
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McDonald's Corporation (MCD) 0.1 $874k +6% 2.9k 304.52
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Ishares Tr Core High Dv Etf (HDV) 0.1 $865k 7.4k 117.63
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $864k 2.6k 326.73
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $863k 9.5k 91.31
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Autodesk (ADSK) 0.1 $854k 3.1k 275.45
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Cigna Corp (CI) 0.1 $816k -12% 2.4k 346.41
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Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $810k 20k 41.32
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Automatic Data Processing (ADP) 0.1 $806k 2.9k 276.74
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Spdr Gold Tr Gold Shs (GLD) 0.1 $806k +4% 3.3k 243.06
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Select Sector Spdr Tr Indl (XLI) 0.1 $804k -20% 5.9k 135.43
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salesforce (CRM) 0.1 $801k -6% 2.9k 273.70
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Starbucks Corporation (SBUX) 0.1 $785k -60% 8.0k 97.48
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Thermo Fisher Scientific (TMO) 0.1 $779k 1.3k 618.58
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Amgen (AMGN) 0.1 $766k +17% 2.4k 322.28
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Goldman Sachs (GS) 0.1 $761k 1.5k 495.23
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Regeneron Pharmaceuticals (REGN) 0.1 $747k +4% 711.00 1051.04
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Schlumberger Com Stk (SLB) 0.1 $744k +97% 18k 41.95
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Pfizer (PFE) 0.1 $737k -86% 26k 28.94
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Zions Bancorporation (ZION) 0.1 $736k -53% 16k 47.22
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Merit Medical Systems (MMSI) 0.1 $733k 7.4k 98.84
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Direxion Shs Etf Tr Dly Tech Bull 3x (TECL) 0.1 $732k 8.4k 87.53
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Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $720k +22% 13k 55.53
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General Motors Company (GM) 0.1 $719k -5% 16k 44.84
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Bank of America Corporation (BAC) 0.1 $718k 18k 39.68
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $703k NEW 3.5k 200.81
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Eaton Corp SHS (ETN) 0.1 $694k 2.1k 331.40
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Cisco Systems (CSCO) 0.1 $688k +6% 13k 53.22
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Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) 0.1 $686k 14k 50.36
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International Business Machines (IBM) 0.1 $683k -9% 3.1k 221.05
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3M Company (MMM) 0.1 $681k -2% 5.0k 136.71
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Hca Holdings (HCA) 0.1 $681k -12% 1.7k 406.33
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $675k +27% 8.1k 83.63
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Blackstone Group Inc Com Cl A (BX) 0.1 $673k +3% 4.4k 153.14
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Fortive (FTV) 0.1 $666k -4% 8.4k 78.93
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Franklin Covey (FC) 0.1 $664k 16k 41.13
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Jacobs Engineering Group (J) 0.1 $663k -11% 5.1k 130.90
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Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.1 $658k 12k 55.08
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $652k 13k 50.94
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Capital One Financial (COF) 0.1 $648k +6% 4.3k 149.74
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Axil Brands Com New (AXIL) 0.1 $645k NEW 150k 4.30
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $643k -73% 5.9k 108.18
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Select Sector Spdr Tr Energy (XLE) 0.1 $642k -15% 7.3k 87.79
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HSBC HLDGS Spon Adr New (HSBC) 0.1 $641k NEW 14k 45.19
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Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.1 $640k -93% 17k 37.86
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Otis Worldwide Corp (OTIS) 0.1 $633k 6.1k 103.95
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American Express Company (AXP) 0.1 $631k +22% 2.3k 271.22
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Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $629k 7.1k 88.44
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Expeditors International of Washington (EXPD) 0.1 $623k 4.7k 131.39
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Walt Disney Company (DIS) 0.1 $613k +5% 6.4k 96.19
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $607k +8% 34k 18.10
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Southwest Airlines (LUV) 0.1 $600k 20k 29.63
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $587k -2% 5.6k 104.18
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Spdr Ser Tr S&p Semicndctr (XSD) 0.1 $577k 2.4k 240.25
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Metropcs Communications (TMUS) 0.1 $562k -9% 2.7k 206.38
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Delta Air Lines Inc Del Com New (DAL) 0.1 $561k +4% 11k 50.79
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $548k -5% 1.7k 314.41
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Caterpillar (CAT) 0.1 $548k -7% 1.4k 391.11
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $533k -32% 7.1k 75.17
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Advanced Micro Devices (AMD) 0.1 $532k -90% 3.2k 164.06
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Ishares Silver Tr Ishares (SLV) 0.1 $522k 18k 28.41
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $519k -18% 6.4k 80.78
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Lowe's Companies (LOW) 0.0 $517k +8% 1.9k 270.91
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Norfolk Southern (NSC) 0.0 $515k 2.1k 248.46
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $514k +106% 8.2k 63.00
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Servicenow (NOW) 0.0 $508k +3% 568.00 894.73
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Freeport-mcmoran CL B (FCX) 0.0 $486k -2% 9.7k 49.92
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Medallion Financial (MFIN) 0.0 $475k +7% 58k 8.14
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Ishares Tr National Mun Etf (MUB) 0.0 $471k +81% 4.3k 108.64
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Grayscale Ethereum Tr Eth SHS (ETHE) 0.0 $468k NEW 21k 21.89
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Edwards Lifesciences (EW) 0.0 $462k -2% 7.0k 65.99
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Best Buy (BBY) 0.0 $458k -6% 4.4k 103.31
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Ge Vernova (GEV) 0.0 $458k 1.8k 255.02
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Stryker Corporation (SYK) 0.0 $454k -3% 1.3k 361.15
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First Tr Exchange-traded No Amer Energy (EMLP) 0.0 $453k 14k 33.60
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Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $445k +3% 6.1k 72.80
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $439k 2.3k 189.79
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Danaher Corporation (DHR) 0.0 $435k +19% 1.6k 277.97
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Fidelity Covington Trust Consmr Staples (FSTA) 0.0 $425k +6% 8.3k 51.05
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Duke Energy Corp Com New (DUK) 0.0 $423k 3.7k 115.31
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BlackRock (BLK) 0.0 $420k +66% 443.00 948.88
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Phillips 66 (PSX) 0.0 $415k -6% 3.2k 131.45
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $414k -89% 1.5k 280.47
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Pool Corporation (POOL) 0.0 $414k -12% 1.1k 376.72
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Ishares Tr Core Msci Euro (IEUR) 0.0 $409k 6.7k 60.93
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $402k 5.0k 80.37
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $400k -15% 8.9k 44.67
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Fiserv (FI) 0.0 $397k 2.2k 179.66
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $394k 7.5k 52.86
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Comcast Corp Cl A (CMCSA) 0.0 $390k +8% 9.3k 41.77
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Galectin Therapeutics Com New (GALT) 0.0 $387k NEW 141k 2.75
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Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) 0.0 $386k 13k 30.20
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Nextera Energy (NEE) 0.0 $385k NEW 4.5k 84.54
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Bristol Myers Squibb (BMY) 0.0 $382k +8% 7.4k 51.74
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EOG Resources (EOG) 0.0 $375k +88% 3.1k 122.95
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Parker-Hannifin Corporation (PH) 0.0 $373k -31% 591.00 631.64
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Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.0 $372k 9.7k 38.31
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Chubb (CB) 0.0 $364k +14% 1.3k 288.49
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $362k +11% 778.00 464.99
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Fidelity Covington Trust Int Hg Div Etf (FIDI) 0.0 $361k +34% 17k 21.76
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TJX Companies (TJX) 0.0 $361k +28% 3.1k 117.55
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The Trade Desk Com Cl A (TTD) 0.0 $355k -26% 3.2k 109.66
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Ishares Tr Select Divid Etf (DVY) 0.0 $354k -5% 2.6k 135.08
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Textron (TXT) 0.0 $354k 4.0k 88.59
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At&t (T) 0.0 $341k +23% 16k 22.00
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Geron Corporation (GERN) 0.0 $341k 75k 4.54
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Halliburton Company (HAL) 0.0 $335k 12k 29.05
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Target Corporation (TGT) 0.0 $326k NEW 2.1k 155.84
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $322k -12% 3.6k 88.28
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $318k 1.8k 179.12
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R1 RCM (RCM) 0.0 $317k 22k 14.17
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Vontier Corporation (VNT) 0.0 $316k 9.4k 33.74
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $314k NEW 5.5k 57.22
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Innovator Etfs Trust Equity Defined P 0.0 $312k NEW 13k 24.87
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Us Bancorp Del Com New (USB) 0.0 $312k -4% 6.8k 45.73
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $310k 3.3k 93.59
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $301k NEW 15k 20.65
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Owens Corning (OC) 0.0 $300k +14% 1.7k 176.50
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Exchange Traded Concepts Tru Bitwise Crypto (BITQ) 0.0 $298k -23% 22k 13.33
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Palantir Technologies Cl A (PLTR) 0.0 $295k -18% 7.9k 37.20
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Uber Technologies (UBER) 0.0 $294k +11% 3.9k 75.16
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Texas Instruments Incorporated (TXN) 0.0 $292k NEW 1.4k 206.52
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Micron Technology (MU) 0.0 $291k +6% 2.8k 103.72
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Sprott Physical Gold Tr Unit (PHYS) 0.0 $289k 14k 20.38
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Paccar (PCAR) 0.0 $288k -4% 2.9k 98.68
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Innovator Etfs Trust Equity Defined P 0.0 $287k NEW 12k 24.66
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Vanguard World Energy Etf (VDE) 0.0 $286k +38% 2.3k 122.47
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $285k -3% 1.7k 167.71
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Innovator Etfs Trust Us Eqty Ultra Bu (UNOV) 0.0 $283k 8.4k 33.89
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $281k 4.3k 64.74
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Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $276k -11% 3.5k 78.37
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Philip Morris International (PM) 0.0 $276k +13% 2.3k 121.41
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Southern Company (SO) 0.0 $273k +16% 3.0k 90.19
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $272k +2% 4.0k 67.85
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Pacer Fds Tr Lunt Mdcap Mlt (PAMC) 0.0 $268k -67% 5.8k 46.22
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Emerson Electric (EMR) 0.0 $268k -3% 2.4k 109.37
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Intuit (INTU) 0.0 $266k +13% 428.00 620.75
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American Intl Group Com New (AIG) 0.0 $265k -8% 3.6k 73.24
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Equinix (EQIX) 0.0 $261k +7% 294.00 888.26
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Innovator Etfs Trust Us Eqty Bufr May (BMAY) 0.0 $259k 6.6k 39.46
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Novo-nordisk A S Adr (NVO) 0.0 $258k NEW 2.2k 119.08
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $258k 5.1k 50.28
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Intuitive Surgical Com New (ISRG) 0.0 $255k +12% 519.00 491.13
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Marsh & McLennan Companies (MMC) 0.0 $255k +5% 1.1k 223.16
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $254k NEW 4.3k 59.52
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $253k NEW 1.5k 166.85
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $253k -2% 946.00 267.38
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Mondelez Intl Cl A (MDLZ) 0.0 $252k +2% 3.4k 73.68
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AFLAC Incorporated (AFL) 0.0 $250k -32% 2.2k 111.78
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Shell Spon Ads (SHEL) 0.0 $246k -94% 3.7k 65.95
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Union Pacific Corporation (UNP) 0.0 $244k -27% 992.00 246.42
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Vanguard World Health Car Etf (VHT) 0.0 $244k NEW 866.00 282.20
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FedEx Corporation (FDX) 0.0 $244k +3% 890.00 273.61
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Ecolab (ECL) 0.0 $243k NEW 950.00 255.23
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Morgan Stanley Com New (MS) 0.0 $242k NEW 2.3k 104.22
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Domino's Pizza (DPZ) 0.0 $241k NEW 561.00 430.11
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BP Sponsored Adr (BP) 0.0 $241k +20% 7.7k 31.39
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Boston Scientific Corporation (BSX) 0.0 $240k NEW 2.9k 83.79
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Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.0 $239k 5.7k 42.12
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Deere & Company (DE) 0.0 $239k +3% 573.00 417.10
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Ishares Tr S&p 100 Etf (OEF) 0.0 $237k +4% 856.00 276.81
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Altria (MO) 0.0 $237k -17% 4.6k 51.03
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T. Rowe Price (TROW) 0.0 $237k -3% 2.2k 108.92
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Colgate-Palmolive Company (CL) 0.0 $235k NEW 2.3k 103.83
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Intercontinental Exchange (ICE) 0.0 $233k NEW 1.5k 160.61
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Prologis (PLD) 0.0 $233k NEW 1.8k 126.31
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Linde SHS (LIN) 0.0 $232k NEW 487.00 477.26
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Bitwise Ethereum Etf SHS 0.0 $229k NEW 12k 18.62
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Key (KEY) 0.0 $227k 14k 16.75
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Shopify Cl A (SHOP) 0.0 $225k -37% 2.8k 80.14
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $224k 4.5k 49.31
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Vanguard World Mega Cap Index (MGC) 0.0 $223k 1.1k 206.64
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Ishares Msci Gbl Min Vol (ACWV) 0.0 $219k NEW 1.9k 114.50
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Johnson Ctls Intl SHS (JCI) 0.0 $219k -94% 2.8k 77.62
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Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.0 $217k 5.6k 38.53
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Ishares Tr Us Industrials (IYJ) 0.0 $216k NEW 1.6k 133.67
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Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.0 $215k 6.0k 35.94
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S&p Global (SPGI) 0.0 $215k NEW 416.00 517.00
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $214k NEW 2.0k 106.74
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American Healthcare Reit Com Shs (AHR) 0.0 $214k NEW 8.2k 26.10
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $214k NEW 3.2k 65.84
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Kkr & Co (KKR) 0.0 $211k -97% 1.6k 130.59
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Paychex (PAYX) 0.0 $210k NEW 1.6k 134.17
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D.R. Horton (DHI) 0.0 $208k NEW 1.1k 190.80
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $208k NEW 1.6k 128.20
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Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $206k NEW 2.2k 93.85
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Synopsys (SNPS) 0.0 $205k -12% 405.00 506.60
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Smucker J M Com New (SJM) 0.0 $202k NEW 1.7k 121.08
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Paypal Holdings (PYPL) 0.0 $202k NEW 2.6k 78.04
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Cummins (CMI) 0.0 $201k NEW 620.00 323.97
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Klx Energy Servics Holdngs I Com New (KLXE) 0.0 $189k 35k 5.47
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Ford Motor Company (F) 0.0 $177k -19% 17k 10.56
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Oxford Lane Cap Corp (OXLC) 0.0 $163k -16% 31k 5.24
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American Airls (AAL) 0.0 $162k -4% 14k 11.24
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Cleanspark Com New (CLSK) 0.0 $117k +3% 13k 9.34
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Royce Micro Capital Trust (RMT) 0.0 $115k 12k 9.61