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 410 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 12.5 $191M -12% 430k 445.71
 View chart
Ishares Tr Core Msci Eafe (IEFA) 6.5 $100M -5% 1.5M 67.50
 View chart
Ishares Core Msci Emkt (IEMG) 4.0 $61M -6% 1.2M 49.29
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 3.1 $47M -22% 171k 275.18
 View chart
Ishares Tr Mbs Etf (MBB) 3.0 $45M 485k 93.27
 View chart
Apple (AAPL) 2.6 $40M -27% 205k 193.97
 View chart
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.1 $32M +21% 618k 52.11
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 2.0 $31M -5% 118k 261.48
 View chart
Ishares Tr Core Total Usd (IUSB) 2.0 $31M +5% 673k 45.47
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.8 $27M -13% 533k 50.22
 View chart
Ishares Tr Usd Inv Grde Etf (USIG) 1.6 $24M +6% 486k 50.09
 View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 1.3 $21M -24% 497k 41.35
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $20M +27% 89k 220.16
 View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 1.3 $19M NEW 392k 48.98
 View chart
Proshares Tr Ultrapro Qqq (TQQQ) 1.1 $17M -11% 425k 41.00
 View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.1 $17M -14% 344k 49.28
 View chart
Exxon Mobil Corporation (XOM) 1.1 $16M -28% 153k 107.25
 View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.1 $16M +6% 342k 48.06
 View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 1.0 $16M -17% 344k 46.07
 View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 1.0 $15M NEW 347k 44.28
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 1.0 $15M -19% 144k 104.04
 View chart
Proshares Tr S&p 500 Dv Arist (NOBL) 1.0 $15M -26% 158k 94.28
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $14M -34% 344k 40.68
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $13M +76% 30k 443.28
 View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.8 $13M -28% 248k 51.54
 View chart
Ishares Tr Rus 2000 Grw Etf (IWO) 0.8 $13M +24% 52k 242.66
 View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.8 $13M -24% 781k 15.97
 View chart
Vaneck Etf Trust Long Muni Etf (MLN) 0.8 $12M -14% 693k 17.95
 View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.8 $12M +48% 405k 29.90
 View chart
Microsoft Corporation (MSFT) 0.8 $12M -38% 35k 340.54
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $12M +27% 215k 54.41
 View chart
Ishares Tr Core Div Grwth (DGRO) 0.7 $11M -48% 219k 51.53
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $11M -27% 110k 99.65
 View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA) 0.7 $11M +2% 178k 61.26
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $9.8M 135k 73.03
 View chart
Schwab Strategic Tr Us Tips Etf (SCHP) 0.6 $9.4M -11% 179k 52.43
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $9.2M +3224% 258k 35.65
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $8.8M +123% 22k 407.27
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.6 $8.6M +3% 91k 95.41
 View chart
salesforce (CRM) 0.6 $8.6M +1118% 41k 211.26
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $8.3M +11% 52k 161.19
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $8.0M +25% 51k 157.83
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $7.8M +35% 47k 165.40
 View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.5 $7.5M -26% 160k 47.17
 View chart
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $7.4M +29% 126k 58.98
 View chart
Ishares Tr Hdg Msci Eafe (HEFA) 0.5 $7.2M -2% 231k 31.00
 View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.5 $7.2M -23% 286k 25.01
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $7.0M -59% 52k 134.87
 View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.4 $6.5M -25% 159k 41.07
 View chart
Amazon (AMZN) 0.4 $6.4M -43% 49k 130.36
 View chart
Select Sector Spdr Tr Technology (XLK) 0.4 $6.2M +303% 36k 173.86
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $6.2M -43% 47k 132.73
 View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.4 $6.0M +62% 95k 63.53
 View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.4 $6.0M +44% 127k 47.10
 View chart
Ishares Tr National Mun Etf (MUB) 0.4 $6.0M +18% 56k 106.73
 View chart
Vanguard Index Fds Value Etf (VTV) 0.4 $5.8M -84% 41k 142.10
 View chart
First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) 0.4 $5.8M +37% 286k 20.18
 View chart
Ishares Tr Cohen Steer Reit (ICF) 0.4 $5.7M +30% 103k 55.57
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.4 $5.7M +29% 79k 72.50
 View chart
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $5.6M +10% 59k 95.09
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $5.6M +9% 121k 46.18
 View chart
Chevron Corporation (CVX) 0.4 $5.5M -35% 35k 157.35
 View chart
American Centy Etf Tr Us Eqt Etf (AVUS) 0.3 $5.3M NEW 71k 75.19
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.3 $5.2M +11% 21k 243.74
 View chart
Home Depot (HD) 0.3 $5.2M -44% 17k 310.64
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $5.1M +28% 53k 97.95
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.3 $5.1M +2% 27k 187.27
 View chart
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $5.0M -37% 99k 50.17
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $4.9M -27% 14k 341.01
 View chart
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $4.5M +364% 69k 65.44
 View chart
United Sts Oil Units Call Option (USO) 0.3 $4.3M +2146% 68k 63.55
 View chart
NVIDIA Corporation (NVDA) 0.3 $4.3M -34% 10k 423.01
 View chart
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $4.2M -6% 44k 97.46
 View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.3 $4.2M +63% 85k 49.85
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $4.1M +11% 57k 72.62
 View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.3 $4.1M +2% 47k 87.30
 View chart
Vanguard World Mega Grwth Ind (MGK) 0.3 $4.0M 17k 235.33
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.3 $3.9M -65% 80k 48.94
 View chart
United Parcel Service CL B (UPS) 0.3 $3.9M +71% 22k 179.25
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $3.7M +57% 162k 22.90
 View chart
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $3.7M +187% 72k 50.57
 View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.2 $3.5M 113k 31.35
 View chart
Johnson & Johnson (JNJ) 0.2 $3.4M -37% 21k 165.52
 View chart
Ishares Tr Broad Usd High (USHY) 0.2 $3.3M -17% 94k 35.30
 View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.2 $3.3M +9% 57k 57.57
 View chart
Pepsi (PEP) 0.2 $3.1M -28% 17k 185.22
 View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.2 $3.1M -19% 49k 62.27
 View chart
Select Sector Spdr Tr Energy (XLE) 0.2 $3.0M -72% 38k 81.17
 View chart
Ishares Tr U.s. Energy Etf (IYE) 0.2 $3.0M +9% 71k 42.84
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $3.0M -20% 20k 149.64
 View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $2.9M -67% 58k 50.14
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.2 $2.9M -62% 24k 119.70
 View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.2 $2.8M NEW 53k 53.35
 View chart
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $2.7M +5% 58k 46.16
 View chart
Procter & Gamble Company (PG) 0.2 $2.6M -52% 17k 151.74
 View chart
Wal-Mart Stores (WMT) 0.2 $2.6M -24% 16k 157.18
 View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $2.5M -72% 40k 62.81
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $2.5M -76% 25k 97.84
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.2 $2.5M +4% 23k 108.87
 View chart
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $2.4M +55% 5.5k 442.18
 View chart
Ishares Tr Blackrock Ultra (ICSH) 0.2 $2.4M +160% 48k 50.30
 View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $2.4M +305% 49k 49.16
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.2 $2.3M +16% 8.3k 282.98
 View chart
Meta Platforms Cl A (META) 0.2 $2.3M -5% 8.1k 286.98
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $2.3M -91% 41k 55.33
 View chart
McDonald's Corporation (MCD) 0.1 $2.2M -37% 7.5k 298.41
 View chart
Vertex Energy (VTNR) 0.1 $2.2M +39% 350k 6.25
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $2.2M -37% 9.9k 220.29
 View chart
Raytheon Technologies Corp (RTX) 0.1 $2.1M -39% 22k 97.96
 View chart
Visa Com Cl A (V) 0.1 $2.0M -34% 8.6k 237.47
 View chart
Coca-Cola Company (KO) 0.1 $2.0M -19% 34k 60.22
 View chart
Abbvie (ABBV) 0.1 $2.0M -62% 15k 134.73
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $2.0M -41% 19k 106.07
 View chart
Walt Disney Company (DIS) 0.1 $2.0M -3% 23k 89.28
 View chart
First Tr Value Line Divid In SHS (FVD) 0.1 $1.9M -72% 48k 40.09
 View chart
JPMorgan Chase & Co. (JPM) 0.1 $1.8M -58% 13k 145.44
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.8M +8% 25k 72.69
 View chart
Medtronic SHS (MDT) 0.1 $1.8M -50% 20k 88.10
 View chart
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $1.8M +12% 18k 95.94
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.7M -9% 21k 83.56
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.7M -11% 4.7k 369.41
 View chart
Starbucks Corporation (SBUX) 0.1 $1.7M -24% 17k 99.06
 View chart
First Tr Morningstar Divid L SHS (FDL) 0.1 $1.7M +8% 50k 34.01
 View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $1.7M +6% 23k 74.17
 View chart
Unilever Spon Adr New (UL) 0.1 $1.7M +3% 33k 52.13
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.7M +51% 22k 75.66
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.7M -68% 9.4k 178.27
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $1.7M +11% 22k 74.33
 View chart
Oracle Corporation (ORCL) 0.1 $1.6M -14% 14k 119.09
 View chart
Blackstone Group Inc Com Cl A (BX) 0.1 $1.6M -47% 17k 92.97
 View chart
Honeywell International (HON) 0.1 $1.6M -46% 7.8k 207.50
 View chart
Shell Spon Ads (SHEL) 0.1 $1.6M -34% 26k 60.38
 View chart
Adobe Systems Incorporated (ADBE) 0.1 $1.6M -39% 3.2k 488.99
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.5M -54% 13k 120.97
 View chart
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $1.5M -11% 11k 144.25
 View chart
Tesla Motors (TSLA) 0.1 $1.5M -43% 5.8k 261.77
 View chart
Caterpillar (CAT) 0.1 $1.5M -72% 6.1k 246.03
 View chart
Enterprise Products Partners (EPD) 0.1 $1.5M -46% 56k 26.35
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $1.5M +26% 6.4k 229.75
 View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $1.5M +61% 8.6k 169.80
 View chart
Invesco Exch Traded Fd Tr Ii Treas Colaterl (CLTL) 0.1 $1.5M -94% 14k 105.47
 View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $1.4M +54% 44k 32.29
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.4M -3% 4.6k 308.56
 View chart
Eli Lilly & Co. (LLY) 0.1 $1.4M -60% 3.0k 468.98
 View chart
Merck & Co (MRK) 0.1 $1.4M -48% 12k 115.39
 View chart
Broadcom (AVGO) 0.1 $1.4M -57% 1.6k 867.60
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.4M +42% 35k 39.56
 View chart
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $1.4M +43% 12k 115.26
 View chart
Cisco Systems (CSCO) 0.1 $1.4M -40% 27k 51.74
 View chart
International Business Machines (IBM) 0.1 $1.4M -38% 10k 133.81
 View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $1.4M -5% 27k 50.45
 View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $1.3M +33% 12k 110.48
 View chart
Novo-nordisk A S Adr (NVO) 0.1 $1.3M -11% 7.8k 161.82
 View chart
ConocoPhillips (COP) 0.1 $1.2M -26% 12k 103.61
 View chart
Texas Instruments Incorporated (TXN) 0.1 $1.2M -72% 6.9k 180.02
 View chart
Ishares Msci Gbl Min Vol (ACWV) 0.1 $1.2M +2% 12k 98.05
 View chart
Boeing Company (BA) 0.1 $1.2M -76% 5.6k 211.16
 View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $1.2M -76% 18k 66.66
 View chart
Ishares Tr Global Tech Etf (IXN) 0.1 $1.2M +14% 19k 62.19
 View chart
Valero Energy Corporation (VLO) 0.1 $1.1M -35% 9.8k 117.30
 View chart
RBB Motley Fol Etf (TMFC) 0.1 $1.1M 28k 40.74
 View chart
ProPhase Labs (PRPH) 0.1 $1.1M 156k 7.26
 View chart
Lockheed Martin Corporation (LMT) 0.1 $1.1M -61% 2.4k 460.29
 View chart
Archer Daniels Midland Company (ADM) 0.1 $1.1M -17% 15k 75.56
 View chart
Vanguard World Fds Energy Etf (VDE) 0.1 $1.1M -84% 9.8k 112.89
 View chart
General Dynamics Corporation (GD) 0.1 $1.1M -28% 5.1k 215.17
 View chart
Talos Energy (TALO) 0.1 $1.1M 79k 13.87
 View chart
Abbott Laboratories (ABT) 0.1 $1.1M -78% 10k 109.02
 View chart
Nike CL B (NKE) 0.1 $1.1M -16% 9.8k 110.37
 View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $1.1M +27% 11k 96.60
 View chart
Morgan Stanley Com New (MS) 0.1 $1.1M +34% 13k 85.40
 View chart
Select Sector Spdr Tr Financial (XLF) 0.1 $1.1M -8% 32k 33.71
 View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $1.1M +87% 14k 78.49
 View chart
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.1M NEW 11k 97.64
 View chart
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $1.1M -21% 17k 63.20
 View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.1 $1.0M -88% 22k 46.58
 View chart
Colgate-Palmolive Company (CL) 0.1 $1.0M 13k 77.04
 View chart
Consolidated Edison (ED) 0.1 $999k -8% 11k 90.40
 View chart
Ishares Tr Rusel 2500 Etf (SMMD) 0.1 $989k -4% 17k 57.47
 View chart
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $983k +57% 12k 84.99
 View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $974k 22k 44.17
 View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $973k NEW 24k 40.55
 View chart
Biogen Idec (BIIB) 0.1 $970k 3.4k 284.85
 View chart
Ishares Msci Gbl Etf New (PICK) 0.1 $966k -86% 24k 40.46
 View chart
Becton, Dickinson and (BDX) 0.1 $962k -19% 3.6k 264.03
 View chart
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $946k +41% 19k 50.82
 View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $940k -87% 10k 91.82
 View chart
Kinder Morgan (KMI) 0.1 $920k -42% 53k 17.22
 View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU) 0.1 $916k -2% 23k 40.70
 View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $910k -2% 12k 75.09
 View chart
Marathon Petroleum Corp (MPC) 0.1 $909k -16% 7.8k 116.60
 View chart
At&t (T) 0.1 $899k -9% 56k 15.95
 View chart
Union Pacific Corporation (UNP) 0.1 $884k -10% 4.3k 204.61
 View chart
CSX Corporation (CSX) 0.1 $880k +16% 26k 34.10
 View chart
Intel Corporation (INTC) 0.1 $873k -40% 26k 33.44
 View chart
Hershey Company (HSY) 0.1 $872k -21% 3.5k 249.71
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $868k -91% 12k 75.57
 View chart
Novartis Sponsored Adr (NVS) 0.1 $862k +4% 8.5k 100.91
 View chart
Vaneck Etf Trust Preferred Securt (PFXF) 0.1 $859k +3% 49k 17.67
 View chart
Eaton Corp SHS (ETN) 0.1 $850k -24% 4.2k 201.10
 View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $845k 8.5k 99.76
 View chart
Everest Re Group (RE) 0.1 $842k +78% 2.5k 341.86
 View chart
Ingles Mkts Cl A (IMKTA) 0.1 $841k +83% 10k 82.65
 View chart
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $840k -8% 8.6k 97.60
 View chart
BP Sponsored Adr (BP) 0.1 $834k -3% 24k 35.29
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $833k -6% 16k 51.70
 View chart
Wells Fargo & Company (WFC) 0.1 $823k -61% 19k 42.68
 View chart
UnitedHealth (UNH) 0.1 $820k -58% 1.7k 480.76
 View chart
C H Robinson Worldwide Com New (CHRW) 0.1 $814k +2% 8.6k 94.35
 View chart
Pfizer (PFE) 0.1 $810k -61% 22k 36.68
 View chart
Prologis (PLD) 0.1 $808k -80% 6.6k 122.64
 View chart
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $804k 12k 67.50
 View chart
Deere & Company (DE) 0.1 $804k -80% 2.0k 405.27
 View chart
Kellogg Company (K) 0.1 $795k -2% 12k 67.40
 View chart
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $777k 7.0k 110.77
 View chart
Accolade (ACCD) 0.1 $772k -79% 57k 13.47
 View chart
Valmont Industries (VMI) 0.0 $762k +51% 2.6k 291.06
 View chart
Kimberly-Clark Corporation (KMB) 0.0 $749k -15% 5.4k 138.06
 View chart
Bank of America Corporation (BAC) 0.0 $745k +11% 26k 28.69
 View chart
Verizon Communications (VZ) 0.0 $717k -33% 19k 37.19
 View chart
Amgen (AMGN) 0.0 $712k -38% 3.2k 222.04
 View chart
Chase Corporation (CCF) 0.0 $712k +51% 5.9k 121.22
 View chart
Cognizant Technology Solutio Cl A (CTSH) 0.0 $709k -2% 11k 65.28
 View chart
Sprott Physical Gold Tr Unit (PHYS) 0.0 $708k -40% 48k 14.92
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $698k -12% 12k 57.73
 View chart
Ishares Msci Emrg Chn (EMXC) 0.0 $676k -6% 13k 51.98
 View chart
Phillips 66 (PSX) 0.0 $675k -33% 7.1k 95.38
 View chart
Palo Alto Networks (PANW) 0.0 $673k 2.6k 255.51
 View chart
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.0 $668k +78% 32k 21.17
 View chart
Costco Wholesale Corporation (COST) 0.0 $662k -59% 1.2k 538.20
 View chart
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $662k -15% 6.6k 100.63
 View chart
Dow (DOW) 0.0 $662k -38% 12k 53.26
 View chart
Ishares Tr Msci Intl Moment (IMTM) 0.0 $655k -3% 20k 33.20
 View chart
Cigna Corp (CI) 0.0 $653k -5% 2.3k 280.57
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $645k 8.6k 75.23
 View chart
Cardinal Health (CAH) 0.0 $641k -25% 6.8k 94.57
 View chart
Target Corporation (TGT) 0.0 $629k -8% 4.8k 131.90
 View chart
Gilead Sciences (GILD) 0.0 $624k -18% 8.1k 77.07
 View chart
Investment Managers Ser Tr I Axs Change Finan (CHGX) 0.0 $615k +26% 20k 31.27
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $595k +12% 14k 43.80
 View chart
Halliburton Company (HAL) 0.0 $593k -10% 18k 32.99
 View chart
International Flavors & Fragrances (IFF) 0.0 $592k -22% 7.4k 79.59
 View chart
First Tr Exchange-traded Cboe Vest Rising (RDVI) 0.0 $587k NEW 27k 21.97
 View chart
Ameren Corporation (AEE) 0.0 $582k -3% 7.1k 81.67
 View chart
Netflix (NFLX) 0.0 $582k -55% 1.3k 440.49
 View chart
BlackRock (BLK) 0.0 $581k -20% 841.00 691.05
 View chart
Nxp Semiconductors N V (NXPI) 0.0 $569k +36% 2.8k 204.66
 View chart
Occidental Petroleum Corporation (OXY) 0.0 $559k -53% 9.5k 58.80
 View chart
Prudential Financial (PRU) 0.0 $555k -36% 6.3k 88.22
 View chart
Waste Management (WM) 0.0 $555k +2% 3.2k 173.44
 View chart
Paychex (PAYX) 0.0 $552k -24% 4.9k 111.86
 View chart
Bristol Myers Squibb (BMY) 0.0 $548k -4% 8.6k 63.95
 View chart
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $544k +10% 17k 31.43
 View chart
British Amern Tob Sponsored Adr (BTI) 0.0 $540k -7% 16k 33.20
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $538k -15% 6.6k 81.08
 View chart
Stryker Corporation (SYK) 0.0 $538k -25% 1.8k 305.11
 View chart
Williams Companies (WMB) 0.0 $534k -62% 16k 32.63
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $518k NEW 1.00 517810.00
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.0 $518k +31% 1.7k 298.02
 View chart
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $516k 19k 27.95
 View chart
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $514k +9% 13k 39.21
 View chart
Advanced Micro Devices (AMD) 0.0 $505k 4.4k 113.91
 View chart
Thermo Fisher Scientific (TMO) 0.0 $504k -71% 965.00 521.89
 View chart
Schlumberger Com Stk (SLB) 0.0 $502k -3% 10k 49.12
 View chart
Sanofi Sponsored Adr (SNY) 0.0 $499k +5% 9.3k 53.90
 View chart
First Tr Multi Cp Val Alpha Shs Issued Frst (FAB) 0.0 $497k 7.0k 70.92
 View chart
Ishares Tr Us Infrastruc (IFRA) 0.0 $496k +25% 13k 39.08
 View chart
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $495k 20k 25.45
 View chart
Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $495k -62% 9.8k 50.32
 View chart
Watsco, Incorporated (WSO) 0.0 $491k -11% 1.3k 381.50
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $484k +16% 6.8k 71.03
 View chart
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $483k +67% 4.2k 114.93
 View chart
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $482k 5.8k 83.35
 View chart
Ark Etf Tr Innovation Etf (ARKK) 0.0 $480k -21% 11k 44.14
 View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $474k +2% 7.8k 61.01
 View chart
Mastercard Incorporated Cl A (MA) 0.0 $472k -31% 1.2k 393.26
 View chart
Crown Castle Intl (CCI) 0.0 $467k -53% 4.1k 113.93
 View chart
Aon Shs Cl A (AON) 0.0 $467k -4% 1.4k 345.16
 View chart
Newmont Mining Corporation (NEM) 0.0 $465k +8% 11k 42.66
 View chart
Comcast Corp Cl A (CMCSA) 0.0 $463k -15% 11k 41.55
 View chart
Vanguard World Extended Dur (EDV) 0.0 $452k -14% 5.2k 87.07
 View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $449k -38% 7.9k 56.72
 View chart
AFLAC Incorporated (AFL) 0.0 $442k 6.3k 69.80
 View chart
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $442k 3.4k 130.64
 View chart
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $441k -62% 35k 12.70
 View chart
Bhp Group Sponsored Ads (BHP) 0.0 $440k -31% 7.4k 59.67
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $430k -6% 2.6k 162.42
 View chart
Altria (MO) 0.0 $426k -20% 9.4k 45.30
 View chart
FedEx Corporation (FDX) 0.0 $425k -37% 1.7k 247.85
 View chart
Allegro Microsystems Ord (ALGM) 0.0 $424k 9.4k 45.14
 View chart
Oneok (OKE) 0.0 $419k -26% 6.8k 61.72
 View chart
3M Company (MMM) 0.0 $418k +17% 4.2k 100.08
 View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.0 $418k NEW 20k 20.57
 View chart
Waste Connections (WCN) 0.0 $415k -17% 2.9k 142.94
 View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.0 $413k -8% 9.2k 44.96
 View chart
Artesian Res Corp Cl A (ARTNA) 0.0 $413k +60% 8.7k 47.22
 View chart
Cme (CME) 0.0 $412k +4% 2.2k 185.28
 View chart
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $410k +10% 13k 30.93
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $409k +14% 4.0k 102.95
 View chart
Pure Storage Cl A (PSTG) 0.0 $409k 11k 36.82
 View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $409k -86% 11k 37.69
 View chart
Voya Financial (VOYA) 0.0 $406k +38% 5.7k 71.71
 View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.0 $403k 22k 18.37
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $398k +34% 3.7k 108.15
 View chart
Stellar Bancorp Ord (STEL) 0.0 $397k -88% 17k 22.89
 View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $386k +23% 16k 23.60
 View chart
Ultra Clean Holdings (UCTT) 0.0 $377k +57% 9.8k 38.46
 View chart
Qualcomm (QCOM) 0.0 $375k -42% 3.1k 119.04
 View chart
Southern Company (SO) 0.0 $374k 5.3k 70.25
 View chart
First Tr Exchng Traded Fd Vi Ft Cboe Us Eq Md 0.0 $368k NEW 12k 31.07
 View chart
Nfj Dividend Interest (NFJ) 0.0 $366k -20% 30k 12.21
 View chart
Rivernorth Managed (RMM) 0.0 $363k 24k 15.14
 View chart
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $363k +2% 4.0k 91.84
 View chart
Danaher Corporation (DHR) 0.0 $362k -21% 1.5k 239.96
 View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $360k NEW 18k 20.13
 View chart
Allstate Corporation (ALL) 0.0 $357k -21% 3.3k 109.05
 View chart
Hldgs (UAL) 0.0 $357k 6.5k 54.87
 View chart
Nasdaq Omx (NDAQ) 0.0 $357k +28% 7.2k 49.85
 View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.0 $355k +5% 6.5k 54.89
 View chart
Enbridge (ENB) 0.0 $347k -15% 9.4k 37.15
 View chart
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $340k +17% 7.3k 46.64
 View chart
Shopify Cl A (SHOP) 0.0 $336k NEW 5.2k 64.60
 View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.0 $334k +3% 7.2k 46.16
 View chart
Public Storage (PSA) 0.0 $334k +14% 1.1k 291.80
 View chart
Old Republic International Corporation (ORI) 0.0 $333k +60% 13k 25.17
 View chart
Applied Materials (AMAT) 0.0 $332k -30% 2.3k 144.55
 View chart
Spdr Ser Tr Portfolio Short (SPSB) 0.0 $331k +2% 11k 29.44
 View chart
CVS Caremark Corporation (CVS) 0.0 $330k -25% 4.8k 69.14
 View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $328k NEW 6.9k 47.87
 View chart
Southwest Airlines (LUV) 0.0 $324k -20% 9.0k 36.21
 View chart
Nextera Energy (NEE) 0.0 $322k -61% 4.3k 74.19
 View chart
Ishares Esg Awr Msci Em (ESGE) 0.0 $320k -5% 10k 31.63
 View chart
Hancock John Pfd Income Sh Ben Int (HPI) 0.0 $320k 21k 15.23
 View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $319k -19% 23k 14.10
 View chart
Mondelez Intl Cl A (MDLZ) 0.0 $305k -71% 4.2k 72.93
 View chart
Rio Tinto Sponsored Adr (RIO) 0.0 $305k -10% 4.8k 63.84
 View chart
Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $304k +2% 17k 17.75
 View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.0 $304k +8% 4.3k 69.94
 View chart
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $303k NEW 4.0k 75.07
 View chart
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $300k -6% 4.8k 61.87
 View chart
Jacobs Engineering Group (J) 0.0 $291k +25% 2.4k 118.91
 View chart
Ishares Tr Europe Etf (IEV) 0.0 $290k 5.7k 50.54
 View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $286k NEW 15k 18.95
 View chart
Activision Blizzard (ATVI) 0.0 $283k 3.4k 84.29
 View chart
Ishares Tr Faln Angls Usd (FALN) 0.0 $281k +4% 11k 25.37
 View chart
MetLife (MET) 0.0 $281k +10% 5.0k 56.53
 View chart
Hancock John Finl Opptys Sh Ben Int New (BTO) 0.0 $281k +36% 11k 26.82
 View chart
Sterling Construction Company (STRL) 0.0 $279k NEW 5.0k 55.80
 View chart
Grupo Aeroportuario Del Cent Spon Adr (OMAB) 0.0 $278k +7% 3.3k 84.84
 View chart
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $277k NEW 9.2k 30.11
 View chart
Northrop Grumman Corporation (NOC) 0.0 $275k -29% 604.00 455.70
 View chart
Block Cl A (SQ) 0.0 $272k -38% 4.1k 66.57
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $271k -75% 2.7k 100.92
 View chart
Fidelity Covington Trust Consmr Staples (FSTA) 0.0 $267k 5.9k 45.42
 View chart
Lowe's Companies (LOW) 0.0 $262k -79% 1.2k 225.67
 View chart
Us Bancorp Del Com New (USB) 0.0 $260k -47% 7.9k 33.04
 View chart
T. Rowe Price (TROW) 0.0 $259k NEW 2.3k 112.01
 View chart
Duke Energy Corp Com New (DUK) 0.0 $259k -36% 2.9k 89.74
 View chart
Bunge (BG) 0.0 $258k 2.7k 94.36
 View chart
Goldman Sachs Etf Tr Access Hig Yld (GHYB) 0.0 $257k 6.0k 42.96
 View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB) 0.0 $255k 5.6k 45.26
 View chart
Automatic Data Processing (ADP) 0.0 $254k -54% 1.2k 219.84
 View chart
Ishares Tr Latn Amer 40 Etf (ILF) 0.0 $253k NEW 9.3k 27.17
 View chart
First Tr Exchange-traded Ft Cboe Vest S&p (KNG) 0.0 $252k NEW 4.8k 52.85
 View chart
Alliant Energy Corporation (LNT) 0.0 $248k -13% 4.7k 52.48
 View chart