Streettalk Advisors

Latest statistics and disclosures from Avidian Wealth Solutions's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Avidian Wealth Solutions

Avidian Wealth Solutions holds 415 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 14.3 $232M +12% 486k 477.63
 View chart
Ishares Tr Core Msci Eafe (IEFA) 6.7 $109M +4% 1.6M 70.35
 View chart
Ishares Core Msci Emkt (IEMG) 3.9 $63M +3% 1.2M 50.58
 View chart
NVIDIA Corporation (NVDA) 3.6 $59M +211% 118k 495.22
 View chart
Ishares Tr Mbs Etf (MBB) 3.3 $53M +10% 564k 94.08
 View chart
Spdr Ser Tr Portfolio S&p500 (SPLG) 3.2 $51M +33% 919k 55.90
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 2.6 $42M -7% 139k 303.17
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 2.3 $37M +11% 135k 277.15
 View chart
Apple (AAPL) 2.2 $35M -3% 183k 192.53
 View chart
Ishares Tr Usd Inv Grde Etf (USIG) 2.1 $35M +25% 675k 51.26
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.9 $32M +6% 617k 51.05
 View chart
Ishares Tr Core Total Usd (IUSB) 1.7 $28M -14% 617k 46.07
 View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 1.7 $28M +48% 575k 47.86
 View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.5 $25M +7% 493k 49.72
 View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.2 $19M +11% 398k 48.45
 View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 1.1 $18M +5% 383k 47.03
 View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 1.0 $17M -20% 329k 51.41
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $16M +58% 435k 36.96
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 1.0 $16M +2% 151k 105.43
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $16M -3% 377k 41.10
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $15M +8% 142k 108.25
 View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.9 $15M -20% 356k 42.41
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $15M +8% 31k 475.32
 View chart
Exxon Mobil Corporation (XOM) 0.9 $14M +9% 142k 99.98
 View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.8 $14M +7% 467k 29.02
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $13M -23% 57k 232.64
 View chart
Vaneck Etf Trust Long Muni Etf (MLN) 0.8 $13M +7% 705k 18.25
 View chart
Proshares Tr S&p 500 Dv Arist (NOBL) 0.8 $13M -4% 133k 95.20
 View chart
Microsoft Corporation (MSFT) 0.7 $12M 31k 376.04
 View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.7 $11M 216k 52.52
 View chart
Schwab Strategic Tr Us Tips Etf (SCHP) 0.7 $11M +6% 212k 52.20
 View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA) 0.7 $11M -2% 166k 64.12
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $10M 132k 77.73
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $10M -17% 180k 56.14
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $10M +13% 23k 436.80
 View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.6 $9.5M -21% 561k 16.86
 View chart
Ishares Tr Rus 2000 Grw Etf (IWO) 0.6 $8.9M -26% 36k 252.22
 View chart
Proshares Tr Ultrapro Qqq (TQQQ) 0.5 $8.1M -61% 161k 50.70
 View chart
Vanguard World Mega Grwth Ind (MGK) 0.5 $7.8M -12% 30k 259.51
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $7.6M -19% 44k 173.89
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.5 $7.5M 37k 200.71
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $7.4M -8% 45k 165.25
 View chart
Amazon (AMZN) 0.4 $7.0M 46k 151.94
 View chart
Ishares Tr Hdg Msci Eafe (HEFA) 0.4 $6.8M +9% 216k 31.51
 View chart
Ishares Tr Core Div Grwth (DGRO) 0.4 $6.7M -4% 125k 53.82
 View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.4 $6.6M -7% 135k 49.26
 View chart
Select Sector Spdr Tr Technology (XLK) 0.4 $6.5M +4% 34k 192.48
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.4 $6.4M +5% 25k 262.26
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $6.1M +6% 128k 47.90
 View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.4 $6.0M -4% 138k 43.71
 View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.4 $6.0M 116k 51.67
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $6.0M -19% 33k 179.97
 View chart
American Centy Etf Tr Us Eqt Etf (AVUS) 0.4 $5.8M -6% 71k 81.55
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.4 $5.8M -6% 77k 75.35
 View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.4 $5.8M -13% 229k 25.30
 View chart
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.4 $5.7M +6% 136k 42.18
 View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.4 $5.7M +9% 114k 50.30
 View chart
Fidelity Covington Trust New Millennium (FMIL) 0.3 $5.7M NEW 157k 36.19
 View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.3 $5.3M -7% 86k 61.53
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $5.2M +9% 35k 147.14
 View chart
Chevron Corporation (CVX) 0.3 $5.1M -4% 34k 149.16
 View chart
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $5.1M -21% 49k 103.07
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $4.9M -2% 49k 99.25
 View chart
Ishares Tr National Mun Etf (MUB) 0.3 $4.9M +4% 45k 108.41
 View chart
Home Depot (HD) 0.3 $4.8M -4% 14k 346.54
 View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.3 $4.7M +2% 50k 93.81
 View chart
Ishares Tr Broad Usd High (USHY) 0.3 $4.7M +21% 128k 36.35
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $4.3M 12k 356.66
 View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.3 $4.2M +20% 67k 63.75
 View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $4.0M +76% 57k 70.28
 View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.2 $3.8M +2% 61k 61.94
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.2 $3.6M -4% 70k 52.10
 View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.2 $3.5M 108k 32.66
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $3.5M +714% 20k 170.40
 View chart
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $3.4M +89% 34k 101.77
 View chart
Vanguard Index Fds Value Etf (VTV) 0.2 $3.4M +16% 23k 149.50
 View chart
United Parcel Service CL B (UPS) 0.2 $3.4M 21k 157.23
 View chart
Meta Platforms Cl A (META) 0.2 $3.2M +5% 9.1k 353.96
 View chart
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $3.2M +21% 6.6k 483.99
 View chart
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $3.2M -7% 30k 104.92
 View chart
Crocs Call Option (CROX) 0.2 $3.1M NEW 34k 93.41
 View chart
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $3.1M -30% 50k 61.90
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.2 $3.0M 9.8k 310.88
 View chart
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $2.8M -45% 55k 51.28
 View chart
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $2.7M -26% 58k 46.62
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $2.7M 17k 157.80
 View chart
Ishares Tr U.s. Energy Etf (IYE) 0.2 $2.6M -9% 60k 44.12
 View chart
Ishares Tr Cohen Steer Reit (ICF) 0.2 $2.6M -32% 44k 58.73
 View chart
Pepsi (PEP) 0.2 $2.5M -3% 15k 169.84
 View chart
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $2.5M -34% 49k 52.00
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $2.5M -70% 26k 96.85
 View chart
Johnson & Johnson (JNJ) 0.2 $2.5M -10% 16k 156.74
 View chart
Procter & Gamble Company (PG) 0.1 $2.4M 17k 146.54
 View chart
Ishares Tr Blackrock Ultra (ICSH) 0.1 $2.4M -2% 47k 50.36
 View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $2.4M -2% 48k 49.44
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.1 $2.3M +25% 19k 122.75
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.1 $2.3M -6% 17k 139.69
 View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $2.3M NEW 49k 46.36
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $2.3M +38% 23k 98.88
 View chart
Abbvie (ABBV) 0.1 $2.2M +4% 14k 154.97
 View chart
Blackstone Group Inc Com Cl A (BX) 0.1 $2.2M 17k 130.92
 View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.1 $2.2M NEW 121k 17.83
 View chart
JPMorgan Chase & Co. (JPM) 0.1 $2.1M -2% 12k 170.10
 View chart
Wal-Mart Stores (WMT) 0.1 $2.0M +10% 13k 157.65
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $2.0M -5% 18k 111.63
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.1 $2.0M +7% 14k 140.93
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $2.0M -56% 26k 76.13
 View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $2.0M +11% 39k 50.23
 View chart
First Tr Morningstar Divid L SHS (FDL) 0.1 $1.9M +5% 54k 35.88
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.9M +8% 4.6k 409.55
 View chart
Ishares Tr Tips Bd Etf (TIP) 0.1 $1.9M +206% 17k 107.49
 View chart
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $1.8M +29% 16k 117.13
 View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $1.8M +7% 54k 33.73
 View chart
Broadcom (AVGO) 0.1 $1.8M +7% 1.6k 1116.00
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.7M 9.1k 191.17
 View chart
Coca-Cola Company (KO) 0.1 $1.7M -5% 29k 58.93
 View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $1.7M +14% 9.6k 178.82
 View chart
Eli Lilly & Co. (LLY) 0.1 $1.7M +4% 2.9k 582.86
 View chart
First Tr Exchange-traded Cboe Vest Rising (RDVI) 0.1 $1.7M +10% 74k 23.08
 View chart
Visa Com Cl A (V) 0.1 $1.7M +4% 6.5k 260.33
 View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $1.7M -10% 21k 79.34
 View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $1.7M +45% 70k 24.18
 View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $1.7M +26% 18k 91.39
 View chart
Select Sector Spdr Tr Energy (XLE) 0.1 $1.6M +7% 19k 83.84
 View chart
Caterpillar (CAT) 0.1 $1.6M -9% 5.5k 295.69
 View chart
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $1.6M -12% 32k 50.47
 View chart
Walt Disney Company (DIS) 0.1 $1.6M -2% 17k 90.29
 View chart
Shell Spon Ads (SHEL) 0.1 $1.5M +5% 23k 65.80
 View chart
Merck & Co (MRK) 0.1 $1.5M +19% 14k 109.02
 View chart
Ishares Msci Emrg Chn (EMXC) 0.1 $1.5M +101% 27k 55.41
 View chart
Enterprise Products Partners (EPD) 0.1 $1.4M -7% 54k 26.35
 View chart
Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $1.4M NEW 27k 51.63
 View chart
International Business Machines (IBM) 0.1 $1.4M 8.3k 163.54
 View chart
Tesla Motors (TSLA) 0.1 $1.4M -13% 5.5k 248.49
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.3M -4% 17k 77.37
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.3M -23% 15k 88.36
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.3M +92% 17k 77.02
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.3M +15% 17k 75.10
 View chart
Boeing Company (BA) 0.1 $1.3M 4.9k 260.66
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.3M -49% 5.3k 237.22
 View chart
RBB Motley Fol Etf (TMFC) 0.1 $1.3M 28k 44.65
 View chart
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $1.2M -21% 7.9k 156.88
 View chart
Honeywell International (HON) 0.1 $1.2M -15% 5.9k 209.70
 View chart
Texas Instruments Incorporated (TXN) 0.1 $1.2M 7.1k 170.46
 View chart
Raytheon Technologies Corp (RTX) 0.1 $1.2M -8% 14k 84.14
 View chart
Ishares Tr Global Tech Etf (IXN) 0.1 $1.2M -2% 17k 68.18
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $1.2M -19% 4.9k 241.77
 View chart
Valero Energy Corporation (VLO) 0.1 $1.2M 9.1k 130.00
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $1.2M -20% 15k 78.03
 View chart
Vertex Energy (VTNR) 0.1 $1.2M 343k 3.39
 View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $1.2M -14% 10k 115.03
 View chart
Cisco Systems (CSCO) 0.1 $1.2M -6% 23k 50.52
 View chart
First Tr Exchange-traded Ft Cboe Vest S&p (KNG) 0.1 $1.1M +48% 22k 51.68
 View chart
Marathon Petroleum Corp (MPC) 0.1 $1.1M 7.7k 148.36
 View chart
Ishares Tr S&p 100 Etf (OEF) 0.1 $1.1M NEW 5.1k 223.40
 View chart
Starbucks Corporation (SBUX) 0.1 $1.1M 12k 96.01
 View chart
ConocoPhillips (COP) 0.1 $1.1M -2% 9.7k 116.06
 View chart
Eaton Corp SHS (ETN) 0.1 $1.1M +7% 4.6k 240.82
 View chart
McDonald's Corporation (MCD) 0.1 $1.1M -43% 3.7k 296.55
 View chart
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $1.1M +5% 21k 50.62
 View chart
Unilever Spon Adr New (UL) 0.1 $1.0M 22k 48.48
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.0M -23% 26k 40.21
 View chart
Medtronic SHS (MDT) 0.1 $1.0M -6% 13k 82.38
 View chart
Consolidated Edison (ED) 0.1 $1.0M 11k 90.97
 View chart
Palo Alto Networks (PANW) 0.1 $1.0M +7% 3.4k 294.88
 View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $1.0M -24% 19k 54.08
 View chart
Abbott Laboratories (ABT) 0.1 $1.0M 9.1k 110.06
 View chart
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $1.0M -2% 12k 86.72
 View chart
Archer Daniels Midland Company (ADM) 0.1 $993k 14k 72.22
 View chart
Lockheed Martin Corporation (LMT) 0.1 $968k -8% 2.1k 453.18
 View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $963k +2% 9.7k 99.79
 View chart
UnitedHealth (UNH) 0.1 $960k +5% 1.8k 526.39
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.1 $930k -2% 2.7k 350.85
 View chart
Prologis (PLD) 0.1 $925k +11% 6.9k 133.30
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $906k -2% 8.6k 105.23
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $903k 16k 55.67
 View chart
Morgan Stanley Com New (MS) 0.1 $902k -21% 9.7k 93.25
 View chart
Oracle Corporation (ORCL) 0.1 $898k 8.5k 105.43
 View chart
CSX Corporation (CSX) 0.1 $894k 26k 34.67
 View chart
At&t (T) 0.1 $889k -2% 53k 16.78
 View chart
Ingles Mkts Cl A (IMKTA) 0.1 $874k 10k 86.37
 View chart
Amgen (AMGN) 0.1 $863k -4% 3.0k 288.07
 View chart
Adobe Systems Incorporated (ADBE) 0.1 $849k -12% 1.4k 596.60
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $847k +298% 11k 76.38
 View chart
Everest Re Group (EG) 0.1 $836k -4% 2.4k 353.58
 View chart
Novo-nordisk A S Adr (NVO) 0.1 $814k +6% 7.9k 103.45
 View chart
Costco Wholesale Corporation (COST) 0.0 $810k +4% 1.2k 660.31
 View chart
Novartis Sponsored Adr (NVS) 0.0 $808k 8.0k 100.97
 View chart
BP Sponsored Adr (BP) 0.0 $784k 22k 35.40
 View chart
General Dynamics Corporation (GD) 0.0 $777k 3.0k 259.64
 View chart
Public Storage (PSA) 0.0 $774k +102% 2.5k 305.00
 View chart
Sprott Physical Gold Tr Unit (PHYS) 0.0 $769k 48k 15.93
 View chart
Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $760k NEW 10k 76.00
 View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us 0.0 $750k NEW 25k 30.26
 View chart
Qualcomm (QCOM) 0.0 $739k -4% 5.1k 144.62
 View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $738k -27% 12k 62.66
 View chart
Halliburton Company (HAL) 0.0 $738k +13% 20k 36.15
 View chart
Colgate-Palmolive Company (CL) 0.0 $734k +2% 9.2k 79.71
 View chart
Watsco, Incorporated (WSO) 0.0 $731k +8% 1.7k 428.38
 View chart
Intel Corporation (INTC) 0.0 $721k 14k 50.25
 View chart
Cigna Corp (CI) 0.0 $719k +3% 2.4k 299.46
 View chart
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $716k -27% 12k 61.57
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $713k +16% 6.4k 110.66
 View chart
Prudential Financial (PRU) 0.0 $711k 6.9k 103.71
 View chart
Select Sector Spdr Tr Financial (XLF) 0.0 $705k -23% 19k 37.60
 View chart
Bank of America Corporation (BAC) 0.0 $699k 21k 33.67
 View chart
Deere & Company (DE) 0.0 $695k -12% 1.7k 399.91
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $677k -39% 12k 54.98
 View chart
Nxp Semiconductors N V (NXPI) 0.0 $675k +5% 2.9k 229.68
 View chart
Target Corporation (TGT) 0.0 $675k +5% 4.7k 142.43
 View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $671k -57% 9.3k 72.03
 View chart
Blackstone Secd Lending Common Stock (BXSL) 0.0 $669k +20% 24k 27.64
 View chart
Schwab Strategic Tr Internl Divid (SCHY) 0.0 $665k -19% 27k 24.59
 View chart
Gilead Sciences (GILD) 0.0 $660k +3% 8.1k 81.01
 View chart
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $659k 6.6k 100.27
 View chart
Verizon Communications (VZ) 0.0 $659k -13% 18k 37.70
 View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU) 0.0 $656k -30% 15k 44.21
 View chart
Netflix (NFLX) 0.0 $653k -10% 1.3k 486.88
 View chart
Ark Etf Tr Innovation Etf (ARKK) 0.0 $645k +11% 12k 52.37
 View chart
BlackRock (BLK) 0.0 $644k 793.00 812.02
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $635k -66% 8.6k 73.55
 View chart
Nike CL B (NKE) 0.0 $627k -12% 5.8k 108.57
 View chart
Hershey Company (HSY) 0.0 $626k 3.4k 186.44
 View chart
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $624k -21% 6.3k 98.60
 View chart
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $616k +4% 15k 42.52
 View chart
Kinder Morgan (KMI) 0.0 $615k -31% 35k 17.64
 View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $612k -41% 7.6k 80.15
 View chart
Waste Management (WM) 0.0 $612k -2% 3.4k 179.10
 View chart
Phillips 66 (PSX) 0.0 $609k +3% 4.6k 133.14
 View chart
Cardinal Health (CAH) 0.0 $607k 6.0k 100.80
 View chart
Valmont Industries (VMI) 0.0 $603k 2.6k 233.52
 View chart
Paychex (PAYX) 0.0 $603k +4% 5.1k 119.11
 View chart
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $591k +21% 4.1k 143.64
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $591k -42% 4.3k 136.38
 View chart
Williams Companies (WMB) 0.0 $588k +8% 17k 34.83
 View chart
Comcast Corp Cl A (CMCSA) 0.0 $586k +6% 13k 43.85
 View chart
Kellogg Company (K) 0.0 $583k -3% 10k 55.91
 View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $581k 11k 52.33
 View chart
Pfizer (PFE) 0.0 $576k -5% 20k 28.79
 View chart
Kimberly-Clark Corporation (KMB) 0.0 $576k -2% 4.7k 121.50
 View chart
Ishares Tr Us Infrastruc (IFRA) 0.0 $571k +8% 14k 40.27
 View chart
3M Company (MMM) 0.0 $571k -6% 5.2k 109.31
 View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.0 $558k +68% 12k 47.00
 View chart
Allstate Corporation (ALL) 0.0 $554k +12% 4.0k 139.97
 View chart
First Tr Multi Cp Val Alpha Shs Issued Frst (FAB) 0.0 $552k 7.1k 78.03
 View chart
Realty Income (O) 0.0 $545k +27% 9.5k 57.42
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $543k 1.00 542625.00
 View chart
Schlumberger Com Stk (SLB) 0.0 $536k 10k 52.04
 View chart
Stryker Corporation (SYK) 0.0 $533k 1.8k 299.42
 View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.0 $531k 12k 44.94
 View chart
Ishares Tr Russell 3000 Etf (IWV) 0.0 $529k 1.9k 273.69
 View chart
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $528k -32% 7.6k 69.34
 View chart
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $527k NEW 5.7k 92.45
 View chart
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $526k 4.2k 125.15
 View chart
AFLAC Incorporated (AFL) 0.0 $525k 6.4k 82.50
 View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.0 $524k NEW 9.9k 52.80
 View chart
Ameren Corporation (AEE) 0.0 $524k 7.2k 72.34
 View chart
Commercial Metals Company (CMC) 0.0 $522k NEW 10k 50.04
 View chart
Advanced Micro Devices (AMD) 0.0 $521k -4% 3.5k 147.41
 View chart
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.0 $520k +4% 16k 32.77
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.0 $516k 17k 29.78
 View chart
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $513k 19k 26.51
 View chart
Ishares Tr Msci Intl Moment (IMTM) 0.0 $513k -21% 15k 34.29
 View chart
Bhp Group Sponsored Ads (BHP) 0.0 $508k 7.4k 68.31
 View chart
Newmont Mining Corporation (NEM) 0.0 $505k +8% 12k 41.39
 View chart
Vaneck Etf Trust Preferred Securt (PFXF) 0.0 $497k 29k 17.18
 View chart
Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $493k NEW 5.2k 94.73
 View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.0 $492k NEW 12k 40.25
 View chart
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $490k +17% 16k 31.19
 View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $489k -26% 5.1k 96.38
 View chart
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $488k -5% 35k 13.80
 View chart
Ishares Msci Gbl Min Vol (ACWV) 0.0 $476k -60% 4.7k 100.34
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $464k -18% 9.8k 47.24
 View chart
Ishares Tr Core High Dv Etf (HDV) 0.0 $462k +68% 4.5k 101.99
 View chart
Stellar Bancorp Ord (STEL) 0.0 $460k -44% 17k 27.84
 View chart
Sanofi Sponsored Adr (SNY) 0.0 $460k +3% 9.2k 49.73
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $456k -53% 4.4k 102.88
 View chart
Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $449k -29% 8.9k 50.24
 View chart
FedEx Corporation (FDX) 0.0 $449k +7% 1.8k 252.99
 View chart
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $442k 4.7k 95.07
 View chart
Rio Tinto Sponsored Adr (RIO) 0.0 $441k +10% 5.9k 74.46
 View chart
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $439k -17% 15k 28.88
 View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $439k 6.8k 64.62
 View chart
Us Bancorp Del Com New (USB) 0.0 $437k +26% 10k 43.28
 View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.0 $433k 22k 19.74
 View chart
Southern Company (SO) 0.0 $424k 6.1k 70.12
 View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $424k 28k 15.15
 View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.0 $417k NEW 17k 25.35
 View chart
Ishares Tr Global Energ Etf (IXC) 0.0 $417k NEW 11k 39.11
 View chart
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $417k +12% 12k 34.46
 View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $415k NEW 12k 35.41
 View chart
Voya Financial (VOYA) 0.0 $413k 5.7k 72.96
 View chart
Aon Shs Cl A (AON) 0.0 $412k +4% 1.4k 291.00
 View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.0 $410k -17% 3.9k 105.62
 View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest U S (GJUL) 0.0 $407k 13k 32.08
 View chart
British Amern Tob Sponsored Adr (BTI) 0.0 $405k -7% 14k 29.29
 View chart
Oneok (OKE) 0.0 $400k 5.7k 70.22
 View chart
Altria (MO) 0.0 $399k +24% 9.9k 40.34
 View chart
Spdr Ser Tr Portfolio Short (SPSB) 0.0 $399k +6% 13k 29.78
 View chart
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $388k 4.6k 85.37
 View chart
Old Republic International Corporation (ORI) 0.0 $388k 13k 29.40
 View chart
First Tr Exchng Traded Fd Vi Ft Cboe Us Eq Md (GAPR) 0.0 $388k 12k 32.73
 View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.0 $380k 6.5k 58.81
 View chart
Nfj Dividend Interest (NFJ) 0.0 $378k 30k 12.60
 View chart
Zoetis Cl A (ZTS) 0.0 $378k +4% 1.9k 197.37
 View chart
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $375k +13% 4.8k 77.38
 View chart
Ishares Tr Latn Amer 40 Etf (ILF) 0.0 $370k +2% 13k 29.06
 View chart
C H Robinson Worldwide Com New (CHRW) 0.0 $365k -2% 4.2k 86.39
 View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $362k +24% 7.0k 51.99
 View chart
Artesian Res Corp Cl A (ARTNA) 0.0 $362k 8.7k 41.45
 View chart
Danaher Corporation (DHR) 0.0 $361k +5% 1.6k 231.39
 View chart
Biogen Idec (BIIB) 0.0 $359k +5% 1.4k 258.77
 View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $355k NEW 4.0k 89.79
 View chart
Cme (CME) 0.0 $354k -24% 1.7k 210.61
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $353k 4.3k 82.03
 View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $351k -3% 17k 20.45
 View chart
Shopify Cl A (SHOP) 0.0 $347k -16% 4.5k 77.90
 View chart
Block Cl A (SQ) 0.0 $343k NEW 4.4k 77.35
 View chart
Union Pacific Corporation (UNP) 0.0 $342k -68% 1.4k 245.64
 View chart
Rivernorth Managed (RMM) 0.0 $340k 24k 14.18
 View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.0 $339k +10% 4.7k 72.14
 View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $334k -37% 5.1k 65.06
 View chart
Hancock John Pfd Income Sh Ben Int (HPI) 0.0 $331k 21k 15.78
 View chart
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $329k NEW 1.9k 174.87
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $328k -24% 4.4k 75.33
 View chart
Thermo Fisher Scientific (TMO) 0.0 $328k -33% 617.00 531.18
 View chart
Ishares Tr Short Treas Bd (SHV) 0.0 $326k NEW 3.0k 110.13
 View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $319k 13k 24.48
 View chart
Jacobs Engineering Group (J) 0.0 $318k 2.4k 129.80
 View chart
Hancock John Finl Opptys Sh Ben Int New (BTO) 0.0 $315k 11k 30.08
 View chart
Bristol Myers Squibb (BMY) 0.0 $309k -23% 6.0k 51.31
 View chart
Select Sector Spdr Tr Communication (XLC) 0.0 $308k NEW 4.2k 72.66
 View chart
First Tr Exchng Traded Fd Vi Ft Cboe Intl Mod (YDEC) 0.0 $306k NEW 13k 22.75
 View chart
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $304k +7% 9.8k 31.01
 View chart
Ishares Tr Europe Etf (IEV) 0.0 $303k 5.7k 52.86
 View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.0 $303k -68% 6.8k 44.60
 View chart
Ishares Tr Ishares Biotech (IBB) 0.0 $303k NEW 2.2k 135.87
 View chart
Hldgs (UAL) 0.0 $302k +10% 7.3k 41.26
 View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $300k NEW 8.1k 36.98
 View chart
Nextera Energy (NEE) 0.0 $300k NEW 4.9k 60.74
 View chart
First Tr Exchng Traded Fd Vi Cboe Vest Intl (YJUN) 0.0 $298k 14k 21.24
 View chart
Global Partners Com Units (GLP) 0.0 $296k 7.0k 42.31
 View chart
Fs Kkr Capital Corp (FSK) 0.0 $295k NEW 15k 19.97
 View chart
Alliant Energy Corporation (LNT) 0.0 $295k +2% 5.7k 51.30
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $294k +6% 2.8k 103.99
 View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB) 0.0 $294k +11% 6.3k 46.31
 View chart
Goldman Sachs Etf Tr Access Hig Yld (GHYB) 0.0 $292k +10% 6.6k 44.09
 View chart
Grupo Aeroportuario Del Cent Spon Adr (OMAB) 0.0 $290k +4% 3.4k 84.63
 View chart
ConAgra Foods (CAG) 0.0 $288k NEW 10k 28.66
 View chart
MetLife (MET) 0.0 $286k -8% 4.3k 66.13
 View chart
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $286k +12% 35k 8.08
 View chart
Murphy Usa (MUSA) 0.0 $283k 793.00 356.56
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.0 $279k 1.3k 213.39
 View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $279k -4% 15k 19.30
 View chart
Becton, Dickinson and (BDX) 0.0 $275k 1.1k 243.79
 View chart
Bunge Global Sa Com Shs (BG) 0.0 $272k NEW 2.7k 100.94
 View chart
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $271k NEW 3.0k 89.06
 View chart
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $269k -38% 3.5k 77.52
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $269k NEW 3.3k 81.29
 View chart
New Fortress Energy Com Cl A (NFE) 0.0 $267k 7.1k 37.73
 View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.0 $266k -31% 5.6k 47.40
 View chart
Agnico (AEM) 0.0 $265k 4.8k 54.85
 View chart
Fidelity Covington Trust Consmr Staples (FSTA) 0.0 $262k 5.9k 44.63
 View chart
Enbridge (ENB) 0.0 $261k -16% 7.3k 36.02
 View chart
Mondelez Intl Cl A (MDLZ) 0.0 $260k NEW 3.6k 72.42
 View chart