Wealthsource Partners

Latest statistics and disclosures from Wealthsource Partners's latest quarterly 13F-HR filing:

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Positions held by Wealthsource Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealthsource Partners

Wealthsource Partners holds 500 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
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 11.6 $179M -5% 3.2M 56.40
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Spdr Ser Tr Portfolio Agrgte (SPAB) 6.8 $104M 4.1M 25.64
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Ishares Tr Msci Usa Qlt Fct (QUAL) 6.0 $92M +5% 625k 147.14
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Ishares Tr Esg Awr Msci Usa (ESGU) 3.3 $50M -7% 478k 104.92
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Ishares Tr Eafe Value Etf (EFV) 2.5 $39M -17% 746k 52.10
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Ishares Tr Eafe Grwth Etf (EFG) 2.5 $38M -26% 392k 96.85
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Ishares Msci Emrg Chn (EMXC) 2.0 $30M NEW 547k 55.41
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Ishares Tr U.s. Tech Etf (IYW) 1.9 $29M +35% 238k 122.75
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Ishares Tr Mbs Etf (MBB) 1.9 $29M -4% 310k 94.08
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Apple (AAPL) 1.9 $29M -4% 149k 192.53
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Ishares Tr Msci Usa Min Vol (USMV) 1.8 $27M -19% 349k 78.03
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Ishares Tr TRS FLT RT BD (TFLO) 1.8 $27M -16% 533k 50.47
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Ishares Tr Msci Intl Vlu Ft (IVLU) 1.5 $23M -3% 882k 26.51
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.5 $23M -6% 785k 29.02
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First Tr Exchange-traded First Tr Enh New (FTSM) 1.3 $21M +39% 344k 59.66
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Ishares Tr S&p 100 Etf (OEF) 1.3 $20M NEW 89k 223.39
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.2 $19M +12% 248k 75.10
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Vanguard Bd Index Fds Intermed Term (BIV) 1.2 $18M -43% 238k 76.38
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Microsoft Corporation (MSFT) 1.2 $18M -4% 48k 376.04
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First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.9 $13M 148k 90.16
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.8 $12M +14% 310k 37.72
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.7 $11M -2% 337k 33.25
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Ishares Tr National Mun Etf (MUB) 0.7 $11M -31% 102k 108.41
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.7 $11M 368k 29.23
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Ishares Tr Calif Mun Bd Etf (CMF) 0.7 $10M -8% 179k 57.94
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Ishares U S Etf Tr Blackrock Sh Dur (NEAR) 0.6 $9.4M -7% 186k 50.52
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Ishares Tr Tips Bd Etf (TIP) 0.6 $9.3M -13% 87k 107.49
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.6 $9.2M +595% 184k 50.30
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.6 $9.1M 434k 20.89
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Ishares Tr Us Treas Bd Etf (GOVT) 0.6 $8.8M -33% 380k 23.04
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Ishares Tr Global Energ Etf (IXC) 0.6 $8.7M NEW 223k 39.11
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $8.7M +44% 20k 436.81
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Ishares Tr Europe Etf (IEV) 0.6 $8.7M -10% 164k 52.86
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Ishares Tr Rus 1000 Etf (IWB) 0.6 $8.6M +51% 33k 262.26
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Ishares Tr Esg Msci Leadr (SUSL) 0.5 $8.4M -5% 100k 84.38
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First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.5 $7.8M 85k 91.56
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Wells Fargo & Company (WFC) 0.5 $7.4M 150k 49.22
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.5 $7.2M -12% 170k 42.40
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $6.6M -20% 14k 475.32
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Amazon (AMZN) 0.4 $6.4M -2% 42k 151.94
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Ishares Tr Short Treas Bd (SHV) 0.4 $6.4M +102% 58k 110.13
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $6.3M -14% 71k 89.06
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.4 $6.3M -9% 191k 32.83
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First Tr Exchange-traded No Amer Energy (EMLP) 0.4 $6.0M 218k 27.69
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Ishares Tr Us Infrastruc (IFRA) 0.4 $6.0M -7% 150k 40.27
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.4 $5.7M +11% 58k 98.59
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.4 $5.5M +61% 271k 20.45
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $5.5M +96% 108k 51.05
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Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.3 $5.1M 144k 35.62
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $5.0M -18% 11k 477.62
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Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $5.0M -2% 32k 156.89
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $4.8M +7% 49k 98.88
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Ishares Tr Ibonds Dec24 Etf (IBDP) 0.3 $4.7M +60% 190k 24.91
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Alphabet Cap Stk Cl C (GOOG) 0.3 $4.7M -10% 33k 140.93
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $4.6M +23% 44k 105.43
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RBB Us Treas 3 Mnth (TBIL) 0.3 $4.6M +83% 93k 49.86
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Costco Wholesale Corporation (COST) 0.3 $4.1M -5% 6.3k 660.10
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Visa Com Cl A (V) 0.3 $4.1M -2% 16k 260.34
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $4.1M -49% 85k 47.79
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Spdr Gold Tr Gold Shs (GLD) 0.3 $4.0M -3% 21k 191.17
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NVIDIA Corporation (NVDA) 0.3 $3.9M -8% 7.9k 495.24
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $3.9M 35k 110.66
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JPMorgan Chase & Co. (JPM) 0.2 $3.8M -3% 22k 170.10
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $3.8M -2% 107k 35.20
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $3.8M 131k 28.64
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $3.7M -8% 71k 51.67
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $3.6M +31% 49k 73.55
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Blackrock Etf Trust Us Carbon Trans (LCTU) 0.2 $3.6M +17% 69k 52.34
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $3.4M -3% 8.4k 409.52
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $3.4M -34% 32k 108.25
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $3.3M -7% 48k 70.35
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Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.2 $3.3M +394% 133k 24.76
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $3.3M +9% 113k 29.12
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $3.3M -2% 9.2k 356.66
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $3.3M 83k 39.19
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American Centy Etf Tr Avantis Core Fi (AVIG) 0.2 $3.2M -13% 78k 41.83
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Ishares Esg Awr Msci Em (ESGE) 0.2 $3.2M -41% 100k 32.06
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Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.2 $3.2M +19% 139k 22.73
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Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.2 $3.2M +16% 139k 22.71
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Exxon Mobil Corporation (XOM) 0.2 $3.1M 31k 99.98
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Ishares Tr Global Tech Etf (IXN) 0.2 $3.1M -14% 45k 68.18
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.2 $3.1M NEW 50k 61.53
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $3.0M +21% 158k 19.30
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.2 $3.0M -2% 81k 37.49
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $3.0M -5% 119k 25.53
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First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC) 0.2 $3.0M NEW 77k 38.99
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Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.2 $2.9M -28% 117k 24.98
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.2 $2.9M +22% 122k 23.86
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Meta Platforms Cl A (META) 0.2 $2.8M 8.0k 353.96
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First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XMAR) 0.2 $2.8M 85k 32.88
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Wisdomtree Tr Yield Enhancd Us (AGGY) 0.2 $2.7M NEW 62k 44.02
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Ishares Tr Gnma Bond Etf (GNMA) 0.2 $2.7M -14% 62k 44.25
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First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.2 $2.7M 51k 52.51
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Ishares Tr Msci Usa Value (VLUE) 0.2 $2.6M -13% 26k 101.16
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Alamos Gold Com Cl A (AGI) 0.2 $2.6M +5% 194k 13.47
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San Juan Basin Rty Tr Unit Ben Int (SJT) 0.2 $2.6M 514k 5.08
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Chevron Corporation (CVX) 0.2 $2.5M -12% 17k 149.16
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Intuit (INTU) 0.2 $2.5M 4.1k 625.04
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Eli Lilly & Co. (LLY) 0.2 $2.5M -10% 4.3k 582.92
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Canadian Pacific Kansas City (CP) 0.2 $2.5M +3% 32k 79.06
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $2.5M -2% 14k 170.40
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $2.4M +58% 49k 50.24
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $2.4M -17% 10k 237.23
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Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $2.4M +17% 16k 155.33
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $2.4M 17k 139.69
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.2 $2.4M +543% 104k 23.28
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $2.4M -6% 11k 213.33
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Canadian Natl Ry (CNI) 0.2 $2.4M +2% 19k 125.63
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Sprott Fds Tr Uranium Miners E (URNM) 0.2 $2.4M +6% 49k 48.27
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Broadcom (AVGO) 0.2 $2.3M 2.1k 1116.25
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Listed Fd Tr Horizon Kinetics (INFL) 0.2 $2.3M 73k 31.47
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $2.3M -3% 98k 23.27
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Ishares Tr Msci Kld400 Soc (DSI) 0.1 $2.3M +5% 25k 91.05
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First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS) 0.1 $2.2M -13% 58k 38.44
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First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.1 $2.2M -22% 100k 22.44
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Tesla Motors (TSLA) 0.1 $2.2M -3% 8.9k 248.48
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Select Sector Spdr Tr Energy (XLE) 0.1 $2.2M -17% 26k 83.84
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Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $2.2M 76k 28.61
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Home Depot (HD) 0.1 $2.2M -8% 6.2k 346.55
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $2.1M -18% 44k 47.74
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Dimensional Etf Trust Short Duration F (DFSD) 0.1 $2.1M +12% 45k 47.01
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Mastercard Incorporated Cl A (MA) 0.1 $2.1M 4.9k 426.51
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $2.1M +342% 18k 117.13
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Johnson & Johnson (JNJ) 0.1 $2.0M -9% 13k 156.73
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $2.0M 20k 103.07
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Lockheed Martin Corporation (LMT) 0.1 $2.0M -4% 4.3k 453.19
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Ishares Tr U.s. Energy Etf (IYE) 0.1 $2.0M +189% 44k 44.12
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $1.9M +36% 39k 50.23
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Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.1 $1.9M +398% 81k 23.79
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Merck & Co (MRK) 0.1 $1.9M 17k 109.02
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.9M -54% 46k 40.21
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Oracle Corporation (ORCL) 0.1 $1.8M -3% 18k 105.43
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Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.1 $1.8M 37k 49.88
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First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XJUN) 0.1 $1.8M -4% 52k 35.13
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Cisco Systems (CSCO) 0.1 $1.8M +2% 36k 50.52
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First Tr Exch Trd Alphdx Ex Us Sml Cp (FDTS) 0.1 $1.8M 45k 40.43
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $1.8M -2% 38k 47.49
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $1.8M -11% 10k 173.89
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Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $1.8M -7% 45k 39.82
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (XDEC) 0.1 $1.8M 52k 34.03
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Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.1 $1.8M -21% 70k 25.07
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Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) 0.1 $1.7M -11% 53k 32.65
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Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $1.7M 214k 8.08
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $1.7M -2% 21k 81.55
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $1.7M +12% 17k 100.27
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Honeywell International (HON) 0.1 $1.6M 7.7k 209.72
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Vanguard Index Fds Growth Etf (VUG) 0.1 $1.6M +14% 5.1k 310.88
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S&p Global (SPGI) 0.1 $1.6M 3.6k 440.52
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Ishares Tr Select Divid Etf (DVY) 0.1 $1.6M +2% 14k 117.22
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Range Resources (RRC) 0.1 $1.6M +4% 52k 30.44
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Intel Corporation (INTC) 0.1 $1.6M -3% 31k 50.25
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.6M -19% 9.9k 157.80
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UnitedHealth (UNH) 0.1 $1.6M -4% 3.0k 526.55
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Ishares Gold Tr Ishares New (IAU) 0.1 $1.6M -2% 40k 39.03
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Marathon Petroleum Corp (MPC) 0.1 $1.5M -2% 10k 148.36
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Agf Invts Tr Us Market Netrl (BTAL) 0.1 $1.5M 90k 16.95
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Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.1 $1.5M 76k 19.74
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Select Sector Spdr Tr Technology (XLK) 0.1 $1.5M -32% 7.7k 192.48
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Stellantis SHS (STLA) 0.1 $1.5M 63k 23.32
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.5M -88% 5.2k 277.16
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Bank of America Corporation (BAC) 0.1 $1.4M -7% 42k 33.67
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Moody's Corporation (MCO) 0.1 $1.4M 3.6k 390.56
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Simplify Exchange Traded Fun Managed Futures (CTA) 0.1 $1.4M -15% 59k 23.60
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Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $1.4M -36% 32k 43.26
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Amgen (AMGN) 0.1 $1.4M -43% 4.7k 288.05
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Ishares Tr Us Hlthcare Etf (IYH) 0.1 $1.3M -52% 4.7k 286.24
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Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) 0.1 $1.3M 42k 31.20
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Pepsi (PEP) 0.1 $1.3M -9% 7.5k 169.83
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Vanguard Index Fds Value Etf (VTV) 0.1 $1.3M 8.5k 149.50
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Ross Stores (ROST) 0.1 $1.3M 9.1k 138.38
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Advisorshares Tr Ranger Equity Be (HDGE) 0.1 $1.3M -13% 66k 19.16
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Advanced Micro Devices (AMD) 0.1 $1.3M -17% 8.5k 147.41
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.2M 16k 77.37
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $1.2M +10% 29k 42.22
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $1.2M -15% 13k 99.25
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $1.2M 44k 28.23
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Procter & Gamble Company (PG) 0.1 $1.2M -9% 8.2k 146.54
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.1 $1.2M -3% 37k 32.48
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $1.2M +40% 25k 47.90
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Ishares Tr Agency Bond Etf (AGZ) 0.1 $1.2M NEW 11k 108.43
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Wal-Mart Stores (WMT) 0.1 $1.2M -3% 7.4k 157.65
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $1.2M -6% 48k 24.11
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $1.1M 46k 24.96
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $1.1M 44k 25.79
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salesforce (CRM) 0.1 $1.1M -20% 4.2k 263.14
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Adobe Systems Incorporated (ADBE) 0.1 $1.1M 1.9k 596.60
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Verizon Communications (VZ) 0.1 $1.1M -2% 29k 37.70
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Spdr Ser Tr Portfolio Crport (SPBO) 0.1 $1.1M +58% 37k 29.41
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Korn Ferry Com New (KFY) 0.1 $1.1M 18k 59.35
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $1.1M +26% 18k 58.45
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Walt Disney Company (DIS) 0.1 $1.0M -11% 12k 90.29
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Semrush Hldgs Cl A Com (SEMR) 0.1 $1.0M 76k 13.66
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Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 0.1 $1.0M 32k 32.72
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Ab Active Etfs Tax Aware Shrt (TAFI) 0.1 $1.0M NEW 40k 25.17
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Keurig Dr Pepper (KDP) 0.1 $1.0M 30k 33.32
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Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $1.0M +19% 2.3k 448.18
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Ishares Tr Esg Eafe Etf (DMXF) 0.1 $1.0M -4% 16k 63.88
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First Tr Value Line Divid In SHS (FVD) 0.1 $1.0M 25k 40.56
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Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.1 $999k +27% 26k 37.91
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Bristol Myers Squibb (BMY) 0.1 $997k -10% 19k 51.31
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First Tr Exchange-traded A Mid Cap Val Fd (FNK) 0.1 $996k -5% 20k 51.00
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Vaneck Merk Gold Tr Gold Trust (OUNZ) 0.1 $994k 50k 19.96
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Ishares Tr S&P SML 600 GWT (IJT) 0.1 $987k -38% 7.9k 125.14
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $985k -63% 21k 47.00
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $983k 19k 51.99
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Interactive Brokers Group In Com Cl A (IBKR) 0.1 $969k +3% 12k 82.90
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Boeing Company (BA) 0.1 $960k +9% 3.7k 260.66
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Schlumberger Com Stk (SLB) 0.1 $954k 18k 52.04
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Upwork (UPWK) 0.1 $949k -2% 64k 14.87
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Select Sector Spdr Tr Financial (XLF) 0.1 $947k -13% 25k 37.60
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Goldman Sachs (GS) 0.1 $941k 2.4k 385.79
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Abbvie (ABBV) 0.1 $928k 6.0k 154.96
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General Electric Com New (GE) 0.1 $921k +2% 7.2k 127.62
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Cambria Etf Tr Tail Risk (TAIL) 0.1 $917k -19% 72k 12.81
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Aim Etf Products Trust Us Lrgcp B20 Apr (APRW) 0.1 $906k 31k 29.51
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Ishares Tr Glb Infrastr Etf (IGF) 0.1 $906k +50% 19k 47.05
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $899k +13% 29k 31.01
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Texas Pacific Land Corp (TPL) 0.1 $888k -5% 565.00 1572.45
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.1 $886k 19k 47.39
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $879k +194% 17k 52.00
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First Tr Mlp & Energy Income (FEI) 0.1 $878k 103k 8.57
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Arch Cap Group Ord (ACGL) 0.1 $876k 12k 74.27
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TJX Companies (TJX) 0.1 $873k 9.3k 93.81
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Coca-Cola Company (KO) 0.1 $873k 15k 58.93
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $872k 20k 44.60
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Rb Global (RBA) 0.1 $858k -16% 13k 66.89
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Cameco Corporation (CCJ) 0.1 $854k -2% 20k 43.10
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First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QJUN) 0.1 $853k 35k 24.09
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $796k -2% 4.0k 200.71
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GFEB) 0.1 $796k -9% 24k 33.04
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Uber Technologies (UBER) 0.1 $796k 13k 61.57
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Abbott Laboratories (ABT) 0.1 $785k -24% 7.1k 110.07
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Progressive Corporation (PGR) 0.1 $779k 4.9k 159.29
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Royal Caribbean Cruises (RCL) 0.1 $777k 6.0k 129.49
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McDonald's Corporation (MCD) 0.1 $777k 2.6k 296.52
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $767k -95% 22k 35.41
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Ishares Tr High Yld Bd Fctr (HYDB) 0.0 $756k NEW 16k 46.20
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Travelers Companies (TRV) 0.0 $755k -2% 4.0k 190.49
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Cummins (CMI) 0.0 $753k +2% 3.1k 239.57
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Mp Materials Corp Com Cl A (MP) 0.0 $752k -9% 38k 19.85
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Dimensional Etf Trust Intl High Profit (DIHP) 0.0 $750k 29k 25.66
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Chord Energy Corporation Com New (CHRD) 0.0 $748k 4.5k 166.23
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Ishares Tr Ibonds 24 Trm Hg (IBHD) 0.0 $738k +43% 32k 23.21
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Dimensional Etf Trust Global Real Est (DFGR) 0.0 $735k +22% 28k 25.98
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $734k 5.1k 143.64
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Booking Holdings (BKNG) 0.0 $717k -14% 202.00 3547.22
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Ishares Tr Broad Usd High (USHY) 0.0 $706k -35% 19k 36.35
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Deere & Company (DE) 0.0 $703k -21% 1.8k 399.90
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American Express Company (AXP) 0.0 $702k 3.7k 187.32
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Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 0.0 $700k 20k 35.10
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Ishares Msci Equal Weite (EUSA) 0.0 $697k NEW 8.3k 84.44
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $692k +12% 14k 51.27
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Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $687k 8.1k 84.33
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Ishares Tr A Rate Cp Bd Etf (QLTA) 0.0 $683k +25% 14k 48.13
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Netflix (NFLX) 0.0 $683k -5% 1.4k 486.88
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Nike CL B (NKE) 0.0 $678k -20% 6.2k 108.58
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AutoZone (AZO) 0.0 $672k +3% 260.00 2585.61
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $669k -16% 6.0k 111.63
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Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.0 $669k NEW 14k 47.95
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BP Sponsored Adr (BP) 0.0 $668k 19k 35.40
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $668k +48% 16k 41.10
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $664k -17% 8.3k 80.04
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Canadian Natural Resources (CNQ) 0.0 $664k -46% 10k 65.52
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $663k 13k 50.62
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $659k +72% 2.6k 252.22
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Philip Morris International (PM) 0.0 $657k -9% 7.0k 94.07
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUN) 0.0 $646k 17k 37.99
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Pfizer (PFE) 0.0 $645k -28% 22k 28.79
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Lowe's Companies (LOW) 0.0 $643k -2% 2.9k 222.52
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Thermo Fisher Scientific (TMO) 0.0 $640k -2% 1.2k 530.91
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $632k -28% 3.5k 179.95
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $630k 2.6k 241.73
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Micron Technology (MU) 0.0 $628k 7.4k 85.34
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Etf Ser Solutions Defiance Next (FIVG) 0.0 $627k 18k 35.85
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $625k -43% 8.0k 77.73
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Chubb (CB) 0.0 $623k +10% 2.8k 225.98
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Frontier Group Hldgs (ULCC) 0.0 $621k +20% 114k 5.46
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Union Pacific Corporation (UNP) 0.0 $618k +4% 2.5k 245.62
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Ishares Tr Msci Intl Qualty (IQLT) 0.0 $613k 16k 37.56
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $613k 2.8k 219.57
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First Ctzns Bancshares Inc N Cl A (FCNCA) 0.0 $609k 429.00 1418.97
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Raytheon Technologies Corp (RTX) 0.0 $606k +3% 7.2k 84.14
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $599k -7% 9.0k 66.49
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Ishares Silver Tr Ishares (SLV) 0.0 $598k 27k 21.78
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Blackrock Etf Trust World Ex Us Carb (LCTD) 0.0 $592k +45% 14k 43.73
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Target Corporation (TGT) 0.0 $589k -35% 4.1k 142.42
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Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.0 $584k NEW 25k 23.10
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L3harris Technologies (LHX) 0.0 $581k -7% 2.8k 210.59
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Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.0 $580k -6% 23k 25.20
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $578k +18% 9.1k 63.33
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International Business Machines (IBM) 0.0 $574k -11% 3.5k 163.55
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Blackrock Etf Trust Ii Aaa Clo Etf (CLOA) 0.0 $570k +37% 11k 51.26
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $569k -17% 18k 31.19
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $568k +119% 5.9k 96.39
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Despegar Com Corp Ord Shs (DESP) 0.0 $566k 60k 9.46
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Ishares Em Mkts Div Etf (DVYE) 0.0 $563k NEW 21k 26.49
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Qualcomm (QCOM) 0.0 $562k +8% 3.9k 144.64
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Ishares Tr Morningstr Us Eq (ILCB) 0.0 $558k 8.5k 65.76
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Gilead Sciences (GILD) 0.0 $557k -2% 6.9k 81.01
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Spirit Airlines (SAVE) 0.0 $556k +6% 34k 16.39
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Ishares Tr Core Div Grwth (DGRO) 0.0 $553k 10k 53.82
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $550k +43% 6.0k 91.39
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Comcast Corp Cl A (CMCSA) 0.0 $550k +5% 13k 43.85
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Corteva (CTVA) 0.0 $546k -9% 11k 47.92
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.0 $543k -3% 19k 29.05
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O'reilly Automotive (ORLY) 0.0 $540k 568.00 950.08
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Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.0 $539k -7% 22k 24.25
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Fiserv (FI) 0.0 $532k +2% 4.0k 132.84
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Avis Budget (CAR) 0.0 $532k 3.0k 177.26
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.0 $530k -12% 28k 19.10
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Domino's Pizza (DPZ) 0.0 $529k 1.3k 412.23
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $513k -2% 4.1k 124.95
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Ishares Tr Core High Dv Etf (HDV) 0.0 $509k +17% 5.0k 102.00
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Carnival Corp Unit 99/99/9999 (CCL) 0.0 $509k 27k 18.54
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Ishares Tr Msci India Etf (INDA) 0.0 $508k 10k 48.81
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ConocoPhillips (COP) 0.0 $508k -13% 4.4k 116.07
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Select Sector Spdr Tr Indl (XLI) 0.0 $508k -15% 4.5k 113.99
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Ishares Msci Jpn Etf New (EWJ) 0.0 $506k 7.9k 64.14
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Novartis Sponsored Adr (NVS) 0.0 $498k -11% 4.9k 100.98
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Ishares Tr Faln Angls Usd (FALN) 0.0 $498k +125% 19k 26.40
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $497k +2% 5.6k 88.36
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Spdr Ser Tr Aerospace Def (XAR) 0.0 $496k NEW 3.7k 135.43
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Ishares Tr Ibonds Dec2026 (IBDR) 0.0 $496k NEW 21k 23.90
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Sprott Etf Trust Gold Miners Etf (SGDM) 0.0 $496k 20k 24.99
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First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF) 0.0 $495k 26k 18.85
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Lululemon Athletica (LULU) 0.0 $494k 966.00 511.29
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Automatic Data Processing (ADP) 0.0 $493k 2.1k 232.99
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $491k 13k 36.98
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Dupont De Nemours (DD) 0.0 $490k 6.4k 76.93
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Ishares Tr Core Total Usd (IUSB) 0.0 $489k NEW 11k 46.07
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EOG Resources (EOG) 0.0 $481k 4.0k 120.94
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Analog Devices (ADI) 0.0 $479k +2% 2.4k 198.53
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.0 $478k 9.7k 49.44
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Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.0 $473k NEW 19k 25.35
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First Tr Exchng Traded Fd Vi Cboe Vest U S Eq (XSEP) 0.0 $471k 13k 35.89
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $470k -4% 1.3k 350.90
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Zillow Group Cl C Cap Stk (Z) 0.0 $469k -15% 8.1k 57.86
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Ishares Tr Latn Amer 40 Etf (ILF) 0.0 $469k NEW 16k 29.06
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Caterpillar (CAT) 0.0 $469k -16% 1.6k 295.68
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Strategic Education (STRA) 0.0 $469k 5.1k 92.37
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Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) 0.0 $468k -2% 16k 30.30
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Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) 0.0 $465k -27% 5.1k 91.16
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Phillips 66 (PSX) 0.0 $463k 3.5k 133.14
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $462k -29% 3.4k 136.36
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Morgan Stanley Com New (MS) 0.0 $456k -21% 4.9k 93.25
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Enovix Corp (ENVX) 0.0 $454k +47% 36k 12.52
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SYSCO Corporation (SYY) 0.0 $454k 6.2k 73.13
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Ishares Core Msci Emkt (IEMG) 0.0 $449k -88% 8.9k 50.58
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Sprott Etf Trust Jr Gold Miners E (SGDJ) 0.0 $446k -3% 15k 29.42
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D.R. Horton (DHI) 0.0 $445k +2% 2.9k 151.98
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Ishares Tr Ishares Biotech (IBB) 0.0 $440k -3% 3.2k 135.85
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $439k NEW 8.8k 49.72
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Polaris Industries (PII) 0.0 $427k 4.5k 94.77
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $426k 2.0k 218.15
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First Tr Exchng Traded Fd Vi Ft Us Sm Cap Mod (SAUG) 0.0 $424k 20k 21.22
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Mondelez Intl Cl A (MDLZ) 0.0 $424k 5.9k 72.42
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $423k -2% 1.4k 303.17
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $418k 5.0k 83.31
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Ishares Tr Esg Msci Em Ldrs (LDEM) 0.0 $418k -71% 9.5k 43.97
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $417k 7.5k 55.67
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $411k NEW 6.4k 63.75
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Etf Managers Tr Prime Junir Slvr (SILJ) 0.0 $407k -48% 41k 10.00
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