Wealth Alliance
Latest statistics and disclosures from Wealth Alliance's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, IVV, IVW, IUSB, DYNF, and represent 25.37% of Wealth Alliance's stock portfolio.
- Added to shares of these 10 stocks: Arista Networks, MTUM, IWD, EFA, EFG, DVY, AMLP, IWM, IVLU, EEM.
- Started 31 new stock positions in EFA, AJG, HDV, BCS, BMO, DVY, VONG, IWD, IOCT, IWS.
- Reduced shares in these 10 stocks: ANET, VNQ, MUB, IEFA, IUSB, Lam Research Corporation, , REET, IEF, EFV.
- Sold out of its positions in ABEV, AMX, ANET, BCE, BP, BALL, BBD, BAX, BlackRock, BA.
- Wealth Alliance was a net seller of stock by $-182k.
- Wealth Alliance has $836M in assets under management (AUM), dropping by -0.14%.
- Central Index Key (CIK): 0001793904
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Portfolio Holdings for Wealth Alliance
Wealth Alliance holds 491 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Apple (AAPL) | 10.8 | $91M | 362k | 250.42 |
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Ishares Tr Core S&p500 Etf (IVV) | 6.8 | $57M | 97k | 588.68 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 2.8 | $24M | -2% | 232k | 101.53 |
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Ishares Tr Core Total Usd (IUSB) | 2.7 | $23M | -9% | 504k | 45.20 |
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Blackrock Etf Trust Ishares Us Equit (DYNF) | 2.2 | $18M | 357k | 51.25 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.1 | $17M | +2% | 98k | 178.08 |
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Ishares Tr S&p 500 Val Etf (IVE) | 2.0 | $17M | +2% | 90k | 190.88 |
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Microsoft Corporation (MSFT) | 2.0 | $17M | -3% | 40k | 421.50 |
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Ishares Tr Eafe Value Etf (EFV) | 1.7 | $14M | -5% | 271k | 52.47 |
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Alps Etf Tr Alerian Mlp (AMLP) | 1.7 | $14M | +19% | 290k | 48.16 |
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Amazon (AMZN) | 1.7 | $14M | 63k | 219.39 |
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Ishares Tr Eafe Grwth Etf (EFG) | 1.6 | $13M | +32% | 136k | 96.83 |
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NVIDIA Corporation (NVDA) | 1.2 | $9.7M | -2% | 73k | 134.29 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $9.3M | +5% | 16k | 586.08 |
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Ishares Msci Emrg Chn (EMXC) | 1.0 | $8.4M | +7% | 151k | 55.45 |
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Ishares Tr U.s. Tech Etf (IYW) | 0.9 | $7.8M | -3% | 49k | 159.52 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.9 | $7.7M | -29% | 86k | 89.08 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $7.2M | 38k | 189.30 |
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Meta Platforms Cl A (META) | 0.8 | $6.7M | 11k | 585.53 |
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Broadcom (AVGO) | 0.8 | $6.4M | -9% | 28k | 231.84 |
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Ishares Tr Mbs Etf (MBB) | 0.7 | $5.9M | +13% | 65k | 91.68 |
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Eli Lilly & Co. (LLY) | 0.7 | $5.7M | +6% | 7.3k | 772.03 |
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Ishares Gold Tr Ishares New (IAU) | 0.7 | $5.6M | +18% | 112k | 49.51 |
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Ishares Tr Aggres Alloc Etf (AOA) | 0.6 | $5.0M | 65k | 76.61 |
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Ishares Tr S&p 100 Etf (OEF) | 0.6 | $4.7M | 16k | 288.86 |
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Arista Networks Com Shs | 0.6 | $4.7M | NEW | 43k | 110.53 |
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Ishares Tr Msci Usa Mmentm (MTUM) | 0.5 | $4.5M | NEW | 22k | 206.92 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $4.4M | NEW | 24k | 185.13 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $4.2M | +2% | 18k | 240.28 |
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Procter & Gamble Company (PG) | 0.5 | $4.0M | -6% | 24k | 167.65 |
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Abbvie (ABBV) | 0.5 | $4.0M | +3% | 23k | 177.70 |
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JPMorgan Chase & Co. (JPM) | 0.5 | $3.9M | +2% | 16k | 239.71 |
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Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.4 | $3.8M | +123% | 139k | 27.11 |
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Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.4 | $3.7M | +11% | 71k | 52.02 |
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Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.7M | +3% | 19k | 190.44 |
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Ishares Tr Tips Bd Etf (TIP) | 0.4 | $3.6M | 34k | 106.55 |
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Visa Com Cl A (V) | 0.4 | $3.6M | 11k | 316.03 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $3.6M | NEW | 48k | 75.61 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $3.6M | +2% | 18k | 197.49 |
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Tesla Motors (TSLA) | 0.4 | $3.6M | +7% | 8.9k | 403.86 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $3.6M | +2% | 71k | 50.13 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $3.5M | 56k | 62.31 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.3M | -3% | 7.4k | 453.25 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $3.3M | 13k | 264.12 |
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Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) | 0.4 | $3.3M | 83k | 40.19 |
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Netflix (NFLX) | 0.4 | $3.3M | -8% | 3.7k | 891.20 |
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $3.3M | +10% | 38k | 87.33 |
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Ishares Tr Select Divid Etf (DVY) | 0.4 | $3.1M | NEW | 24k | 131.29 |
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Vanguard Index Fds Extend Mkt Etf (VXF) | 0.4 | $3.1M | 16k | 189.98 |
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Ishares Core Msci Emkt (IEMG) | 0.4 | $3.1M | -21% | 59k | 52.22 |
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.4 | $3.0M | +57% | 59k | 50.71 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $2.9M | -2% | 26k | 115.22 |
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Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.3 | $2.9M | +22% | 73k | 39.57 |
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Ishares Tr National Mun Etf (MUB) | 0.3 | $2.9M | -49% | 27k | 106.55 |
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Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.3 | $2.8M | 67k | 42.25 |
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Exxon Mobil Corporation (XOM) | 0.3 | $2.8M | +12% | 26k | 107.57 |
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Oracle Corporation (ORCL) | 0.3 | $2.7M | +16% | 17k | 166.64 |
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Chevron Corporation (CVX) | 0.3 | $2.7M | -6% | 19k | 144.84 |
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Verizon Communications (VZ) | 0.3 | $2.7M | -3% | 67k | 39.99 |
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Amgen (AMGN) | 0.3 | $2.7M | 10k | 260.64 |
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Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $2.7M | 11k | 253.76 |
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Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $2.6M | -27% | 28k | 92.45 |
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Pepsi (PEP) | 0.3 | $2.6M | -19% | 17k | 152.06 |
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salesforce (CRM) | 0.3 | $2.6M | +2% | 7.8k | 334.35 |
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UnitedHealth (UNH) | 0.3 | $2.6M | -4% | 5.2k | 505.88 |
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Bristol Myers Squibb (BMY) | 0.3 | $2.6M | 46k | 56.56 |
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Ishares Tr Short Treas Bd (SHV) | 0.3 | $2.5M | -19% | 23k | 110.11 |
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Nextera Energy (NEE) | 0.3 | $2.5M | -12% | 35k | 71.69 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $2.5M | +786% | 11k | 220.95 |
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Mastercard Incorporated Cl A (MA) | 0.3 | $2.4M | +2% | 4.7k | 526.55 |
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Johnson & Johnson (JNJ) | 0.3 | $2.4M | +14% | 17k | 144.62 |
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Wal-Mart Stores (WMT) | 0.3 | $2.4M | +9% | 27k | 90.35 |
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Eaton Corp SHS (ETN) | 0.3 | $2.4M | -3% | 7.3k | 331.85 |
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Philip Morris International (PM) | 0.3 | $2.4M | -11% | 20k | 120.35 |
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Home Depot (HD) | 0.3 | $2.3M | +2% | 5.9k | 389.00 |
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The Trade Desk Com Cl A (TTD) | 0.3 | $2.3M | 19k | 117.53 |
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Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $2.2M | 17k | 128.82 |
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Belpointe Prep Unit Rp Ltd Lb A (OZ) | 0.3 | $2.2M | 29k | 77.40 |
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $2.1M | 13k | 161.77 |
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Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.2 | $2.1M | +13% | 55k | 37.87 |
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PNC Financial Services (PNC) | 0.2 | $2.0M | -8% | 11k | 192.85 |
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Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.2 | $2.0M | 57k | 35.91 |
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Ishares Tr Europe Etf (IEV) | 0.2 | $2.0M | -27% | 39k | 52.06 |
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Zoetis Cl A (ZTS) | 0.2 | $2.0M | -2% | 13k | 162.93 |
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Walt Disney Company (DIS) | 0.2 | $2.0M | -7% | 18k | 111.35 |
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Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.2 | $2.0M | -3% | 31k | 64.05 |
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McDonald's Corporation (MCD) | 0.2 | $2.0M | 6.8k | 289.88 |
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.2 | $1.9M | 51k | 37.52 |
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Duke Energy Corp Com New (DUK) | 0.2 | $1.9M | 17k | 107.74 |
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Us Bancorp Del Com New (USB) | 0.2 | $1.9M | -8% | 39k | 47.83 |
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At&t (T) | 0.2 | $1.9M | -19% | 82k | 22.77 |
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Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.2 | $1.8M | +41% | 86k | 21.26 |
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Gilead Sciences (GILD) | 0.2 | $1.8M | -7% | 19k | 92.37 |
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Ishares Tr Us Infrastruc (IFRA) | 0.2 | $1.8M | 38k | 46.29 |
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Marsh & McLennan Companies (MMC) | 0.2 | $1.7M | 8.2k | 212.42 |
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Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.7M | +45% | 10k | 169.31 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.7M | -12% | 4.9k | 351.78 |
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Lowe's Companies (LOW) | 0.2 | $1.7M | 6.9k | 246.79 |
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Parker-Hannifin Corporation (PH) | 0.2 | $1.7M | 2.6k | 636.08 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $1.7M | NEW | 40k | 41.82 |
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S&p Global (SPGI) | 0.2 | $1.7M | 3.3k | 498.03 |
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Ishares Tr Core High Dv Etf (HDV) | 0.2 | $1.6M | NEW | 15k | 112.26 |
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $1.6M | +6% | 33k | 49.05 |
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Honeywell International (HON) | 0.2 | $1.6M | -17% | 7.1k | 225.88 |
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Linde SHS (LIN) | 0.2 | $1.6M | -3% | 3.8k | 418.70 |
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Xcel Energy (XEL) | 0.2 | $1.6M | 24k | 67.52 |
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Truist Financial Corp equities (TFC) | 0.2 | $1.6M | -2% | 37k | 43.38 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.6M | +530% | 3.9k | 401.56 |
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Palo Alto Networks (PANW) | 0.2 | $1.5M | +85% | 8.5k | 181.96 |
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Enbridge (ENB) | 0.2 | $1.5M | 35k | 42.43 |
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Merck & Co (MRK) | 0.2 | $1.5M | -8% | 15k | 99.48 |
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Abbott Laboratories (ABT) | 0.2 | $1.5M | +5% | 13k | 113.11 |
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American Express Company (AXP) | 0.2 | $1.5M | -2% | 4.9k | 296.79 |
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Realty Income (O) | 0.2 | $1.5M | -3% | 27k | 53.41 |
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Lockheed Martin Corporation (LMT) | 0.2 | $1.4M | -4% | 2.9k | 485.87 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.4M | +30% | 25k | 57.53 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $1.4M | 5.1k | 280.07 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.4M | -9% | 2.1k | 693.21 |
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Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.2 | $1.4M | +25% | 37k | 38.42 |
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Raytheon Technologies Corp (RTX) | 0.2 | $1.4M | 12k | 115.72 |
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Sanofi Sponsored Adr (SNY) | 0.2 | $1.4M | -6% | 29k | 48.23 |
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Prologis (PLD) | 0.2 | $1.4M | -22% | 13k | 105.70 |
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Totalenergies Se Sponsored Ads (TTE) | 0.2 | $1.4M | +20% | 25k | 54.50 |
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Sony Group Corp Sponsored Adr (SONY) | 0.2 | $1.4M | +417% | 64k | 21.16 |
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Williams Companies (WMB) | 0.2 | $1.4M | -22% | 25k | 54.12 |
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Wec Energy Group (WEC) | 0.2 | $1.3M | 14k | 94.04 |
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International Business Machines (IBM) | 0.2 | $1.3M | -2% | 6.0k | 219.83 |
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Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.2 | $1.3M | 34k | 38.50 |
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Intuitive Surgical Com New (ISRG) | 0.2 | $1.3M | -12% | 2.5k | 522.03 |
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Ishares Tr Esg Msci Usa Etf (USXF) | 0.2 | $1.3M | +17% | 26k | 49.72 |
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Texas Instruments Incorporated (TXN) | 0.2 | $1.3M | -6% | 6.8k | 187.51 |
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Cisco Systems (CSCO) | 0.2 | $1.3M | -3% | 21k | 59.20 |
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Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.2 | $1.3M | 34k | 36.80 |
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Pfizer (PFE) | 0.2 | $1.3M | -8% | 47k | 26.53 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.3M | -68% | 18k | 70.28 |
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Travelers Companies (TRV) | 0.1 | $1.2M | 5.1k | 240.89 |
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National Grid Sponsored Adr Ne (NGG) | 0.1 | $1.2M | -8% | 21k | 59.42 |
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.1 | $1.2M | -10% | 29k | 41.17 |
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Hdfc Bank Sponsored Ads (HDB) | 0.1 | $1.2M | 19k | 63.86 |
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Tc Energy Corp (TRP) | 0.1 | $1.2M | 26k | 46.53 |
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Costco Wholesale Corporation (COST) | 0.1 | $1.2M | +6% | 1.3k | 916.24 |
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BRT Realty Trust (BRT) | 0.1 | $1.2M | +141% | 66k | 18.03 |
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Vanguard World Financials Etf (VFH) | 0.1 | $1.2M | 10k | 118.07 |
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Thermo Fisher Scientific (TMO) | 0.1 | $1.2M | -17% | 2.3k | 520.34 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $1.2M | -3% | 31k | 37.53 |
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Sap Se Spon Adr (SAP) | 0.1 | $1.2M | -5% | 4.7k | 246.23 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.2M | +3% | 5.9k | 198.17 |
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Intuit (INTU) | 0.1 | $1.1M | 1.8k | 628.44 |
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Astrazeneca Sponsored Adr (AZN) | 0.1 | $1.1M | 17k | 65.52 |
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Bank of America Corporation (BAC) | 0.1 | $1.1M | +34% | 26k | 43.95 |
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Mondelez Intl Cl A (MDLZ) | 0.1 | $1.1M | -13% | 18k | 59.73 |
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Starbucks Corporation (SBUX) | 0.1 | $1.1M | -28% | 12k | 91.25 |
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Paychex (PAYX) | 0.1 | $1.1M | 7.6k | 140.22 |
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Motorola Solutions Com New (MSI) | 0.1 | $1.1M | -35% | 2.3k | 462.18 |
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TJX Companies (TJX) | 0.1 | $1.0M | 8.6k | 120.81 |
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Lam Research Corp Com New (LRCX) | 0.1 | $1.0M | NEW | 14k | 72.23 |
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American Electric Power Company (AEP) | 0.1 | $1.0M | 11k | 92.23 |
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Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $997k | 9.3k | 106.83 |
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Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 0.1 | $996k | 27k | 37.35 |
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Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.1 | $988k | 25k | 39.09 |
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Applovin Corp Com Cl A (APP) | 0.1 | $982k | -13% | 3.0k | 323.83 |
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Ishares Tr Esg Eafe Etf (DMXF) | 0.1 | $982k | +15% | 15k | 64.62 |
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Novo-nordisk A S Adr (NVO) | 0.1 | $975k | -2% | 11k | 86.02 |
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Northrop Grumman Corporation (NOC) | 0.1 | $972k | +13% | 2.1k | 469.31 |
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Huntington Bancshares Incorporated (HBAN) | 0.1 | $961k | -14% | 59k | 16.27 |
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Shopify Cl A (SHOP) | 0.1 | $949k | 8.9k | 106.33 |
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Equinix (EQIX) | 0.1 | $947k | 1.0k | 942.66 |
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Diageo Spon Adr New (DEO) | 0.1 | $947k | -11% | 7.4k | 127.13 |
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Servicenow (NOW) | 0.1 | $942k | -10% | 889.00 | 1059.52 |
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Morgan Stanley Com New (MS) | 0.1 | $934k | -14% | 7.4k | 125.71 |
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Watsco, Incorporated (WSO) | 0.1 | $931k | 2.0k | 473.89 |
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PPL Corporation (PPL) | 0.1 | $925k | 29k | 32.46 |
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Coca-Cola Company (KO) | 0.1 | $921k | 15k | 62.26 |
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Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $918k | NEW | 3.2k | 287.79 |
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Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $917k | -16% | 8.3k | 110.24 |
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Trane Technologies SHS (TT) | 0.1 | $915k | -4% | 2.5k | 369.41 |
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Qualcomm (QCOM) | 0.1 | $898k | -5% | 5.8k | 153.63 |
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Blackstone Group Inc Com Cl A (BX) | 0.1 | $894k | +64% | 5.2k | 172.42 |
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Union Pacific Corporation (UNP) | 0.1 | $884k | -13% | 3.9k | 228.05 |
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Southern Company (SO) | 0.1 | $881k | 11k | 82.32 |
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Canadian Pacific Kansas City (CP) | 0.1 | $878k | -8% | 12k | 72.37 |
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Adobe Systems Incorporated (ADBE) | 0.1 | $877k | -28% | 2.0k | 444.68 |
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Automatic Data Processing (ADP) | 0.1 | $871k | 3.0k | 292.69 |
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Chubb (CB) | 0.1 | $863k | 3.1k | 276.31 |
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United Parcel Service CL B (UPS) | 0.1 | $858k | -8% | 6.8k | 126.10 |
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Amphenol Corp Cl A (APH) | 0.1 | $850k | +9% | 12k | 69.45 |
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W.W. Grainger (GWW) | 0.1 | $844k | -3% | 800.00 | 1054.34 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $833k | +197% | 31k | 27.32 |
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Entergy Corporation (ETR) | 0.1 | $831k | +32% | 11k | 75.82 |
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Blackrock Ltd Duration Incom Com Shs (BLW) | 0.1 | $815k | -3% | 58k | 14.13 |
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Teledyne Technologies Incorporated (TDY) | 0.1 | $815k | -2% | 1.8k | 464.13 |
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $802k | +137% | 6.3k | 126.74 |
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Goldman Sachs (GS) | 0.1 | $793k | +23% | 1.4k | 572.74 |
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Paypal Holdings (PYPL) | 0.1 | $793k | +10% | 9.3k | 85.35 |
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Workday Cl A (WDAY) | 0.1 | $791k | -2% | 3.1k | 258.03 |
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Air Products & Chemicals (APD) | 0.1 | $779k | -4% | 2.7k | 290.01 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $778k | 1.4k | 538.94 |
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Bank Of Montreal Cadcom (BMO) | 0.1 | $777k | NEW | 8.0k | 97.05 |
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Uber Technologies (UBER) | 0.1 | $770k | -19% | 13k | 60.32 |
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Wells Fargo & Company (WFC) | 0.1 | $751k | -4% | 11k | 70.24 |
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Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) | 0.1 | $731k | 22k | 32.70 |
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Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $726k | -7% | 8.6k | 84.79 |
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Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.1 | $723k | -2% | 44k | 16.63 |
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Fidelity National Information Services (FIS) | 0.1 | $722k | -4% | 8.9k | 80.77 |
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American Tower Reit (AMT) | 0.1 | $717k | -18% | 3.9k | 183.41 |
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Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.1 | $709k | 19k | 36.70 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $704k | 4.0k | 175.24 |
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Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $702k | -4% | 31k | 22.72 |
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Vaneck Etf Trust Preferred Securt (PFXF) | 0.1 | $700k | 41k | 17.25 |
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Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $694k | NEW | 7.5k | 93.06 |
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Fair Isaac Corporation (FICO) | 0.1 | $693k | -25% | 348.00 | 1990.93 |
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Blackrock (BLK) | 0.1 | $686k | NEW | 669.00 | 1025.20 |
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Infosys Sponsored Adr (INFY) | 0.1 | $686k | 31k | 21.92 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $681k | 1.00 | 680920.00 |
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Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $680k | 6.6k | 103.04 |
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Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $677k | -9% | 6.8k | 99.54 |
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Target Corporation (TGT) | 0.1 | $674k | -10% | 5.0k | 135.17 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $674k | -13% | 1.3k | 511.07 |
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Advanced Micro Devices (AMD) | 0.1 | $673k | +39% | 5.6k | 120.79 |
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Stryker Corporation (SYK) | 0.1 | $672k | -4% | 1.9k | 360.15 |
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Innovator Etfs Trust Intrnl Dev Jan (IJAN) | 0.1 | $671k | 22k | 30.23 |
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Kenvue (KVUE) | 0.1 | $668k | -5% | 31k | 21.35 |
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Dover Corporation (DOV) | 0.1 | $665k | -3% | 3.5k | 187.58 |
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Sempra Energy (SRE) | 0.1 | $649k | 7.4k | 87.71 |
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Manulife Finl Corp (MFC) | 0.1 | $641k | -10% | 21k | 30.71 |
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Shell Spon Ads (SHEL) | 0.1 | $635k | 10k | 62.65 |
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Spdr Gold Tr Gold Shs (GLD) | 0.1 | $620k | +4% | 2.6k | 242.13 |
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Sherwin-Williams Company (SHW) | 0.1 | $597k | -5% | 1.8k | 339.85 |
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Innovator Etfs Trust Us Sml Cp Pwr B (KOCT) | 0.1 | $594k | +42% | 19k | 30.57 |
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Charles Schwab Corporation (SCHW) | 0.1 | $593k | -56% | 8.0k | 74.01 |
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Caterpillar (CAT) | 0.1 | $592k | +15% | 1.6k | 362.65 |
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Vanguard World Health Car Etf (VHT) | 0.1 | $587k | 2.3k | 253.73 |
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Consolidated Edison (ED) | 0.1 | $583k | 6.5k | 89.23 |
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Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $579k | +19% | 6.5k | 89.04 |
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Alcon Ord Shs (ALC) | 0.1 | $576k | -21% | 6.8k | 84.89 |
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Cyberark Software SHS (CYBR) | 0.1 | $569k | 1.7k | 333.15 |
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Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $558k | 7.3k | 76.90 |
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Allstate Corporation (ALL) | 0.1 | $551k | -5% | 2.9k | 192.79 |
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Ge Aerospace Com New (GE) | 0.1 | $550k | +20% | 3.3k | 166.79 |
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $550k | +56% | 47k | 11.72 |
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Cummins (CMI) | 0.1 | $548k | 1.6k | 348.61 |
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $543k | -5% | 4.7k | 115.18 |
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Cigna Corp (CI) | 0.1 | $542k | 2.0k | 276.14 |
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Analog Devices (ADI) | 0.1 | $542k | +71% | 2.5k | 212.46 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $539k | +42% | 947.00 | 569.58 |
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Equity Residential Sh Ben Int (EQR) | 0.1 | $536k | -2% | 7.5k | 71.76 |
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Quanta Services (PWR) | 0.1 | $533k | -4% | 1.7k | 316.10 |
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Houlihan Lokey Cl A (HLI) | 0.1 | $529k | -2% | 3.0k | 173.65 |
|
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $528k | -6% | 4.1k | 127.58 |
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Intercontinental Exchange (ICE) | 0.1 | $528k | 3.5k | 148.99 |
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CRH Ord (CRH) | 0.1 | $527k | -5% | 5.7k | 92.51 |
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Gartner (IT) | 0.1 | $525k | -11% | 1.1k | 484.47 |
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Unilever Spon Adr New (UL) | 0.1 | $522k | -2% | 9.2k | 56.70 |
|
ConocoPhillips (COP) | 0.1 | $521k | -21% | 5.3k | 99.17 |
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Ferrari Nv Ord (RACE) | 0.1 | $520k | -5% | 1.2k | 424.91 |
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Cameco Corporation (CCJ) | 0.1 | $516k | -17% | 10k | 51.39 |
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Vanguard World Industrial Etf (VIS) | 0.1 | $515k | 2.0k | 254.40 |
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Public Service Enterprise (PEG) | 0.1 | $514k | 6.1k | 84.48 |
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Smurfit Westrock SHS (SW) | 0.1 | $507k | NEW | 9.4k | 53.86 |
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Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) | 0.1 | $506k | 17k | 29.43 |
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Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $505k | -8% | 2.9k | 176.67 |
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Dupont De Nemours (DD) | 0.1 | $495k | -3% | 6.5k | 76.25 |
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Lennox International (LII) | 0.1 | $489k | -2% | 803.00 | 609.30 |
|
W.R. Berkley Corporation (WRB) | 0.1 | $489k | 8.4k | 58.52 |
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Altria (MO) | 0.1 | $485k | 9.3k | 52.29 |
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Lpl Financial Holdings (LPLA) | 0.1 | $484k | +2% | 1.5k | 326.59 |
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Tortoise Sustainable & Socia Com Sh Ben Int (TEAF) | 0.1 | $477k | 40k | 12.00 |
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Southern Copper Corporation (SCCO) | 0.1 | $477k | -6% | 5.2k | 91.12 |
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Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $476k | 3.3k | 145.33 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $476k | 9.9k | 47.82 |
|
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Relx Sponsored Adr (RELX) | 0.1 | $474k | +4% | 10k | 45.42 |
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Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $474k | -53% | 6.4k | 74.27 |
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Freshpet (FRPT) | 0.1 | $471k | 3.2k | 148.11 |
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Choice Hotels International (CHH) | 0.1 | $466k | -2% | 3.3k | 141.98 |
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Innovator Etfs Trust Us Eqt Ultra Bf (UMAY) | 0.1 | $461k | 14k | 33.62 |
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Select Sector Spdr Tr Energy (XLE) | 0.1 | $457k | +8% | 5.3k | 85.66 |
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Enterprise Products Partners (EPD) | 0.1 | $456k | -30% | 15k | 31.36 |
|
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.1 | $455k | +67% | 6.9k | 66.11 |
|
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $454k | NEW | 5.1k | 88.41 |
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Leidos Holdings (LDOS) | 0.1 | $450k | +105% | 3.1k | 144.08 |
|
Jack Henry & Associates (JKHY) | 0.1 | $449k | 2.6k | 175.33 |
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Illinois Tool Works (ITW) | 0.1 | $447k | 1.8k | 253.53 |
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Monster Beverage Corp (MNST) | 0.1 | $446k | -3% | 8.5k | 52.56 |
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Lululemon Athletica (LULU) | 0.1 | $444k | 1.2k | 382.32 |
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Cibc Cad (CM) | 0.1 | $438k | -50% | 6.9k | 63.23 |
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Citigroup Com New (C) | 0.1 | $431k | 6.1k | 70.39 |
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Broadridge Financial Solutions (BR) | 0.1 | $430k | 1.9k | 226.15 |
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Msci (MSCI) | 0.1 | $427k | 711.00 | 600.37 |
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|
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $427k | 5.5k | 78.01 |
|
|
T Rowe Price Etf Cap Appreciation (TCAF) | 0.1 | $425k | NEW | 13k | 33.27 |
|
Vanguard World Inf Tech Etf (VGT) | 0.1 | $425k | -6% | 683.00 | 621.89 |
|
Sea Sponsord Ads (SE) | 0.1 | $424k | -3% | 4.0k | 106.09 |
|
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $424k | 1.3k | 322.28 |
|
|
Jacobs Engineering Group (J) | 0.1 | $423k | 3.2k | 133.63 |
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Construction Partners Com Cl A (ROAD) | 0.1 | $423k | -5% | 4.8k | 88.46 |
|
Bj's Wholesale Club Holdings (BJ) | 0.1 | $421k | -6% | 4.7k | 89.35 |
|
Anthem (ELV) | 0.1 | $420k | -15% | 1.1k | 368.95 |
|
Rollins (ROL) | 0.0 | $413k | -2% | 8.9k | 46.35 |
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Corning Incorporated (GLW) | 0.0 | $411k | 8.6k | 47.52 |
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Fiserv (FI) | 0.0 | $408k | +3% | 2.0k | 205.42 |
|
Amcor Ord (AMCR) | 0.0 | $406k | -7% | 43k | 9.41 |
|
Argenx Se Sponsored Adr (ARGX) | 0.0 | $405k | 659.00 | 615.00 |
|
|
Nxp Semiconductors N V (NXPI) | 0.0 | $401k | -26% | 1.9k | 207.81 |
|
Ishares Esg Awr Msci Em (ESGE) | 0.0 | $400k | 12k | 33.39 |
|
|
Vanguard World Consum Dis Etf (VCR) | 0.0 | $399k | 1.1k | 375.37 |
|
|
O'reilly Automotive (ORLY) | 0.0 | $394k | -4% | 333.00 | 1184.02 |
|
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $394k | 3.2k | 121.59 |
|
|
Pool Corporation (POOL) | 0.0 | $393k | -2% | 1.2k | 340.86 |
|
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $393k | -8% | 3.9k | 99.56 |
|
Grand Canyon Education (LOPE) | 0.0 | $390k | -2% | 2.4k | 163.80 |
|
Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $385k | -23% | 996.00 | 386.22 |
|
ConAgra Foods (CAG) | 0.0 | $384k | -5% | 14k | 27.75 |
|
Hologic (HOLX) | 0.0 | $383k | -6% | 5.3k | 72.08 |
|
Fastenal Company (FAST) | 0.0 | $382k | -10% | 5.3k | 71.91 |
|
Hillman Solutions Corp (HLMN) | 0.0 | $375k | -7% | 39k | 9.74 |
|
Tyler Technologies (TYL) | 0.0 | $374k | -8% | 649.00 | 576.64 |
|
Ishares Emng Mkts Eqt (EMGF) | 0.0 | $374k | 8.3k | 45.23 |
|
|
3M Company (MMM) | 0.0 | $372k | -4% | 2.9k | 129.10 |
|
Freeport-mcmoran CL B (FCX) | 0.0 | $369k | -18% | 9.7k | 38.08 |
|
Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $368k | +4% | 4.1k | 90.06 |
|
Metropcs Communications (TMUS) | 0.0 | $367k | +3% | 1.7k | 220.68 |
|
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $363k | NEW | 2.8k | 129.33 |
|
Thor Industries (THO) | 0.0 | $362k | 3.8k | 95.72 |
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|
McKesson Corporation (MCK) | 0.0 | $360k | -10% | 632.00 | 570.23 |
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $360k | +15% | 5.0k | 71.91 |
|
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $359k | +73% | 16k | 22.70 |
|
Colgate-Palmolive Company (CL) | 0.0 | $357k | 3.9k | 90.91 |
|
|
RPM International (RPM) | 0.0 | $357k | 2.9k | 123.05 |
|
|
Blackrock Etf Trust World Ex Us Carb (LCTD) | 0.0 | $356k | +6% | 8.2k | 43.52 |
|
Spotify Technology S A SHS (SPOT) | 0.0 | $354k | NEW | 792.00 | 447.38 |
|
Cooper Cos (COO) | 0.0 | $354k | -5% | 3.8k | 91.93 |
|
Bentley Sys Com Cl B (BSY) | 0.0 | $354k | -4% | 7.6k | 46.70 |
|
Vanguard World Comm Srvc Etf (VOX) | 0.0 | $352k | 2.3k | 154.95 |
|
|
Guidewire Software (GWRE) | 0.0 | $351k | -2% | 2.1k | 168.58 |
|
CoStar (CSGP) | 0.0 | $350k | +14% | 4.9k | 71.59 |
|
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $350k | 7.2k | 48.31 |
|
|
Globant S A (GLOB) | 0.0 | $350k | -5% | 1.6k | 214.42 |
|
Rb Global (RBA) | 0.0 | $349k | -25% | 3.9k | 90.21 |
|
Phillips 66 (PSX) | 0.0 | $348k | -12% | 3.1k | 113.92 |
|
Church & Dwight (CHD) | 0.0 | $346k | -2% | 3.3k | 104.71 |
|
Vanguard World Materials Etf (VAW) | 0.0 | $344k | 1.8k | 187.82 |
|
|
Snowflake Cl A (SNOW) | 0.0 | $343k | +9% | 2.2k | 154.41 |
|
Innovator Etfs Trust Intrnl Dev Aprl (IAPR) | 0.0 | $343k | 13k | 26.70 |
|
|
Ishares Tr Core Msci Total (IXUS) | 0.0 | $343k | -36% | 5.2k | 66.13 |
|
Siteone Landscape Supply (SITE) | 0.0 | $342k | 2.6k | 131.77 |
|
|
Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $342k | NEW | 4.2k | 81.57 |
|
Constellation Brands Cl A (STZ) | 0.0 | $342k | -7% | 1.5k | 220.94 |
|
General Motors Company (GM) | 0.0 | $339k | 6.4k | 53.27 |
|
|
MercadoLibre (MELI) | 0.0 | $338k | -6% | 199.00 | 1700.44 |
|
Marriott Intl Cl A (MAR) | 0.0 | $338k | 1.2k | 278.88 |
|
|
Becton, Dickinson and (BDX) | 0.0 | $337k | +14% | 1.5k | 226.94 |
|
RBC Bearings Incorporated (RBC) | 0.0 | $334k | 1.1k | 299.14 |
|
|
AvalonBay Communities (AVB) | 0.0 | $334k | 1.5k | 219.97 |
|
|
Novartis Sponsored Adr (NVS) | 0.0 | $334k | -2% | 3.4k | 97.31 |
|
Cme (CME) | 0.0 | $331k | +2% | 1.4k | 232.19 |
|
Armstrong World Industries (AWI) | 0.0 | $330k | -3% | 2.3k | 141.31 |
|
Oneok (OKE) | 0.0 | $330k | -7% | 3.3k | 100.40 |
|
Hartford Financial Services (HIG) | 0.0 | $329k | -14% | 3.0k | 109.39 |
|
Airbnb Com Cl A (ABNB) | 0.0 | $328k | +17% | 2.5k | 131.41 |
|
Medtronic SHS (MDT) | 0.0 | $327k | -14% | 4.1k | 79.88 |
|
Axon Enterprise (AXON) | 0.0 | $327k | -38% | 550.00 | 594.32 |
|
Ishares Tr New York Mun Etf (NYF) | 0.0 | $327k | +3% | 6.1k | 53.22 |
|
Regeneron Pharmaceuticals (REGN) | 0.0 | $326k | -18% | 457.00 | 712.33 |
|
Palantir Technologies Cl A (PLTR) | 0.0 | $324k | -54% | 4.3k | 75.63 |
|
Ishares Tr Global Reit Etf (REET) | 0.0 | $323k | -75% | 14k | 23.97 |
|
EOG Resources (EOG) | 0.0 | $320k | -10% | 2.6k | 122.58 |
|
Dell Technologies CL C (DELL) | 0.0 | $319k | -60% | 2.8k | 115.23 |
|
Charles River Laboratories (CRL) | 0.0 | $318k | -9% | 1.7k | 184.60 |
|
Ge Vernova (GEV) | 0.0 | $316k | +10% | 960.00 | 328.93 |
|
Kkr & Co (KKR) | 0.0 | $313k | -7% | 2.1k | 147.93 |
|
Exponent (EXPO) | 0.0 | $312k | -7% | 3.5k | 89.09 |
|
American Intl Group Com New (AIG) | 0.0 | $312k | 4.3k | 72.80 |
|
|
Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $312k | +5% | 115k | 2.72 |
|