Soltis Investment Advisors
Latest statistics and disclosures from Soltis Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, NVDA, SNFCA, IVV, and represent 18.26% of Soltis Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: JAJL (+$18M), LOAN (+$15M), AMAT (+$6.8M), MRO (+$6.6M), AVGO (+$6.6M), PANW (+$5.8M), V (+$5.6M), QCOM (+$5.4M), ADBE, XOM.
- Started 51 new stock positions in TXN, ADI, VBR, Innovator Etfs Trust, LU, LIN, PANW, VHT, FANG, BSX.
- Reduced shares in these 10 stocks: PAUG (-$10M), KKR (-$7.5M), IVOO (-$6.4M), UAUG (-$6.4M), ACN (-$6.0M), AMD, KLAC, CMG, PFE, .
- Sold out of its positions in AWP, SILA, CMG, TNA, GLPI, ITW, UAUG, IBIT, KLAC, MPC. MET, ODFL, REAX, XLB, SMCI, AMCR.
- Soltis Investment Advisors was a net buyer of stock by $41M.
- Soltis Investment Advisors has $1.0B in assets under management (AUM), dropping by 11.21%.
- Central Index Key (CIK): 0001802530
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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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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 |
|
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 |
|
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 |
|
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $607k | +8% | 34k | 18.10 |
|
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 |
|
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 |
|
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $548k | -5% | 1.7k | 314.41 |
|
Caterpillar (CAT) | 0.1 | $548k | -7% | 1.4k | 391.11 |
|
Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $533k | -32% | 7.1k | 75.17 |
|
Advanced Micro Devices (AMD) | 0.1 | $532k | -90% | 3.2k | 164.06 |
|
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 |
|
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 |
|
Servicenow (NOW) | 0.0 | $508k | +3% | 568.00 | 894.73 |
|
Freeport-mcmoran CL B (FCX) | 0.0 | $486k | -2% | 9.7k | 49.92 |
|
Medallion Financial (MFIN) | 0.0 | $475k | +7% | 58k | 8.14 |
|
Ishares Tr National Mun Etf (MUB) | 0.0 | $471k | +81% | 4.3k | 108.64 |
|
Grayscale Ethereum Tr Eth SHS (ETHE) | 0.0 | $468k | NEW | 21k | 21.89 |
|
Edwards Lifesciences (EW) | 0.0 | $462k | -2% | 7.0k | 65.99 |
|
Best Buy (BBY) | 0.0 | $458k | -6% | 4.4k | 103.31 |
|
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 |
|
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 |
|
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 |
|
Fidelity Covington Trust Consmr Staples (FSTA) | 0.0 | $425k | +6% | 8.3k | 51.05 |
|
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 |
|
Phillips 66 (PSX) | 0.0 | $415k | -6% | 3.2k | 131.45 |
|
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $414k | -89% | 1.5k | 280.47 |
|
Pool Corporation (POOL) | 0.0 | $414k | -12% | 1.1k | 376.72 |
|
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 |
|
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 |
|
Galectin Therapeutics Com New (GALT) | 0.0 | $387k | NEW | 141k | 2.75 |
|
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 |
|
Bristol Myers Squibb (BMY) | 0.0 | $382k | +8% | 7.4k | 51.74 |
|
EOG Resources (EOG) | 0.0 | $375k | +88% | 3.1k | 122.95 |
|
Parker-Hannifin Corporation (PH) | 0.0 | $373k | -31% | 591.00 | 631.64 |
|
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 |
|
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $362k | +11% | 778.00 | 464.99 |
|
Fidelity Covington Trust Int Hg Div Etf (FIDI) | 0.0 | $361k | +34% | 17k | 21.76 |
|
TJX Companies (TJX) | 0.0 | $361k | +28% | 3.1k | 117.55 |
|
The Trade Desk Com Cl A (TTD) | 0.0 | $355k | -26% | 3.2k | 109.66 |
|
Ishares Tr Select Divid Etf (DVY) | 0.0 | $354k | -5% | 2.6k | 135.08 |
|
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 |
|
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $322k | -12% | 3.6k | 88.28 |
|
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 |
|
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 |
|
Owens Corning (OC) | 0.0 | $300k | +14% | 1.7k | 176.50 |
|
Exchange Traded Concepts Tru Bitwise Crypto (BITQ) | 0.0 | $298k | -23% | 22k | 13.33 |
|
Palantir Technologies Cl A (PLTR) | 0.0 | $295k | -18% | 7.9k | 37.20 |
|
Uber Technologies (UBER) | 0.0 | $294k | +11% | 3.9k | 75.16 |
|
Texas Instruments Incorporated (TXN) | 0.0 | $292k | NEW | 1.4k | 206.52 |
|
Micron Technology (MU) | 0.0 | $291k | +6% | 2.8k | 103.72 |
|
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 |
|
Innovator Etfs Trust Equity Defined P | 0.0 | $287k | NEW | 12k | 24.66 |
|
Vanguard World Energy Etf (VDE) | 0.0 | $286k | +38% | 2.3k | 122.47 |
|
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $285k | -3% | 1.7k | 167.71 |
|
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV) | 0.0 | $283k | 8.4k | 33.89 |
|
|
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $281k | 4.3k | 64.74 |
|
|
Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $276k | -11% | 3.5k | 78.37 |
|
Philip Morris International (PM) | 0.0 | $276k | +13% | 2.3k | 121.41 |
|
Southern Company (SO) | 0.0 | $273k | +16% | 3.0k | 90.19 |
|
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $272k | +2% | 4.0k | 67.85 |
|
Pacer Fds Tr Lunt Mdcap Mlt (PAMC) | 0.0 | $268k | -67% | 5.8k | 46.22 |
|
Emerson Electric (EMR) | 0.0 | $268k | -3% | 2.4k | 109.37 |
|
Intuit (INTU) | 0.0 | $266k | +13% | 428.00 | 620.75 |
|
American Intl Group Com New (AIG) | 0.0 | $265k | -8% | 3.6k | 73.24 |
|
Equinix (EQIX) | 0.0 | $261k | +7% | 294.00 | 888.26 |
|
Innovator Etfs Trust Us Eqty Bufr May (BMAY) | 0.0 | $259k | 6.6k | 39.46 |
|
|
Novo-nordisk A S Adr (NVO) | 0.0 | $258k | NEW | 2.2k | 119.08 |
|
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $258k | 5.1k | 50.28 |
|
|
Intuitive Surgical Com New (ISRG) | 0.0 | $255k | +12% | 519.00 | 491.13 |
|
Marsh & McLennan Companies (MMC) | 0.0 | $255k | +5% | 1.1k | 223.16 |
|
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $254k | NEW | 4.3k | 59.52 |
|
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $253k | NEW | 1.5k | 166.85 |
|
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $253k | -2% | 946.00 | 267.38 |
|
Mondelez Intl Cl A (MDLZ) | 0.0 | $252k | +2% | 3.4k | 73.68 |
|
AFLAC Incorporated (AFL) | 0.0 | $250k | -32% | 2.2k | 111.78 |
|
Shell Spon Ads (SHEL) | 0.0 | $246k | -94% | 3.7k | 65.95 |
|
Union Pacific Corporation (UNP) | 0.0 | $244k | -27% | 992.00 | 246.42 |
|
Vanguard World Health Car Etf (VHT) | 0.0 | $244k | NEW | 866.00 | 282.20 |
|
FedEx Corporation (FDX) | 0.0 | $244k | +3% | 890.00 | 273.61 |
|
Ecolab (ECL) | 0.0 | $243k | NEW | 950.00 | 255.23 |
|
Morgan Stanley Com New (MS) | 0.0 | $242k | NEW | 2.3k | 104.22 |
|
Domino's Pizza (DPZ) | 0.0 | $241k | NEW | 561.00 | 430.11 |
|
BP Sponsored Adr (BP) | 0.0 | $241k | +20% | 7.7k | 31.39 |
|
Boston Scientific Corporation (BSX) | 0.0 | $240k | NEW | 2.9k | 83.79 |
|
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) | 0.0 | $239k | 5.7k | 42.12 |
|
|
Deere & Company (DE) | 0.0 | $239k | +3% | 573.00 | 417.10 |
|
Ishares Tr S&p 100 Etf (OEF) | 0.0 | $237k | +4% | 856.00 | 276.81 |
|
Altria (MO) | 0.0 | $237k | -17% | 4.6k | 51.03 |
|
T. Rowe Price (TROW) | 0.0 | $237k | -3% | 2.2k | 108.92 |
|
Colgate-Palmolive Company (CL) | 0.0 | $235k | NEW | 2.3k | 103.83 |
|
Intercontinental Exchange (ICE) | 0.0 | $233k | NEW | 1.5k | 160.61 |
|
Prologis (PLD) | 0.0 | $233k | NEW | 1.8k | 126.31 |
|
Linde SHS (LIN) | 0.0 | $232k | NEW | 487.00 | 477.26 |
|
Bitwise Ethereum Etf SHS | 0.0 | $229k | NEW | 12k | 18.62 |
|
Key (KEY) | 0.0 | $227k | 14k | 16.75 |
|
|
Shopify Cl A (SHOP) | 0.0 | $225k | -37% | 2.8k | 80.14 |
|
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $224k | 4.5k | 49.31 |
|
|
Vanguard World Mega Cap Index (MGC) | 0.0 | $223k | 1.1k | 206.64 |
|
|
Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $219k | NEW | 1.9k | 114.50 |
|
Johnson Ctls Intl SHS (JCI) | 0.0 | $219k | -94% | 2.8k | 77.62 |
|
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.0 | $217k | 5.6k | 38.53 |
|
|
Ishares Tr Us Industrials (IYJ) | 0.0 | $216k | NEW | 1.6k | 133.67 |
|
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.0 | $215k | 6.0k | 35.94 |
|
|
S&p Global (SPGI) | 0.0 | $215k | NEW | 416.00 | 517.00 |
|
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $214k | NEW | 2.0k | 106.74 |
|
American Healthcare Reit Com Shs (AHR) | 0.0 | $214k | NEW | 8.2k | 26.10 |
|
American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.0 | $214k | NEW | 3.2k | 65.84 |
|
Kkr & Co (KKR) | 0.0 | $211k | -97% | 1.6k | 130.59 |
|
Paychex (PAYX) | 0.0 | $210k | NEW | 1.6k | 134.17 |
|
D.R. Horton (DHI) | 0.0 | $208k | NEW | 1.1k | 190.80 |
|
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $208k | NEW | 1.6k | 128.20 |
|
Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $206k | NEW | 2.2k | 93.85 |
|
Synopsys (SNPS) | 0.0 | $205k | -12% | 405.00 | 506.60 |
|
Smucker J M Com New (SJM) | 0.0 | $202k | NEW | 1.7k | 121.08 |
|
Paypal Holdings (PYPL) | 0.0 | $202k | NEW | 2.6k | 78.04 |
|
Cummins (CMI) | 0.0 | $201k | NEW | 620.00 | 323.97 |
|
Klx Energy Servics Holdngs I Com New (KLXE) | 0.0 | $189k | 35k | 5.47 |
|
|
Ford Motor Company (F) | 0.0 | $177k | -19% | 17k | 10.56 |
|
Oxford Lane Cap Corp (OXLC) | 0.0 | $163k | -16% | 31k | 5.24 |
|
American Airls (AAL) | 0.0 | $162k | -4% | 14k | 11.24 |
|
Cleanspark Com New (CLSK) | 0.0 | $117k | +3% | 13k | 9.34 |
|
Royce Micro Capital Trust (RMT) | 0.0 | $115k | 12k | 9.61 |