Accurate Wealth Management

Accurate Wealth Management as of March 31, 2026

Portfolio Holdings for Accurate Wealth Management

Accurate Wealth Management holds 533 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 5.4 $45M 237k 188.45
Apple (AAPL) 3.9 $32M 124k 260.44
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 3.0 $25M 37k 679.47
Global X Fds 1-3 Month T-bill (CLIP) 2.2 $18M 182k 100.17
Microsoft Corporation (MSFT) 1.8 $15M 41k 371.00
Amazon (AMZN) 1.7 $14M 60k 237.78
Procter & Gamble Company (PG) 1.6 $13M 90k 145.18
First Tr Exchange-traded First Tr Enh New (FTSM) 1.5 $12M 205k 59.87
Tesla Motors (TSLA) 1.5 $12M 35k 348.93
Exxon Mobil Corporation (XOM) 1.4 $12M 78k 152.56
JPMorgan Chase & Co. (JPM) 1.4 $11M 37k 309.88
Alphabet Cap Stk Cl A (GOOGL) 1.3 $11M 35k 317.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $11M 18k 611.06
Ishares Tr Core Msci Eafe (IEFA) 1.3 $11M 114k 95.32
Broadcom (AVGO) 1.3 $11M 29k 370.84
Spdr Gold Tr Gold Shs (GLD) 1.1 $9.3M 21k 437.12
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $9.2M 93k 99.32
Meta Platforms Cl A (META) 1.0 $8.7M 14k 629.80
Select Sector Spdr Tr State Street Ene (XLE) 1.0 $8.6M 151k 56.94
Johnson & Johnson (JNJ) 0.9 $7.2M 30k 238.58
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $6.8M 97k 70.45
Wal-Mart Stores (WMT) 0.8 $6.8M 53k 126.84
Range Resources (RRC) 0.8 $6.6M 154k 42.84
Caterpillar (CAT) 0.8 $6.5M 8.2k 790.51
Ishares Tr Core High Dv Etf (HDV) 0.8 $6.3M 47k 133.98
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.7 $6.1M 271k 22.48
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.6 $5.3M 53k 100.01
Eli Lilly & Co. (LLY) 0.6 $4.9M 5.2k 939.93
Chevron Corporation (CVX) 0.6 $4.7M 25k 188.56
Select Sector Spdr Tr State Street Tec (XLK) 0.6 $4.7M 33k 142.62
Alphabet Cap Stk Cl C (GOOG) 0.5 $4.3M 14k 315.76
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.5 $4.2M 89k 46.99
Home Depot (HD) 0.5 $4.1M 12k 337.36
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.5 $4.1M 111k 36.79
Trust For Professional Man Convergence Lng (CLSE) 0.5 $4.0M 133k 30.05
Lam Research Corp Com New (LRCX) 0.5 $4.0M 15k 263.31
Abbvie (ABBV) 0.5 $4.0M 19k 208.08
Tidal Trust Ii Return Stckd Us (RSST) 0.5 $3.9M 132k 29.82
Vanguard World Mega Grwth Ind (MGK) 0.5 $3.8M 9.8k 387.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $3.8M 7.8k 480.51
Aon Shs Cl A (AON) 0.4 $3.7M 12k 312.57
Altria (MO) 0.4 $3.7M 55k 67.38
Costco Wholesale Corporation (COST) 0.4 $3.7M 3.7k 999.23
Applied Materials (AMAT) 0.4 $3.6M 9.1k 399.48
Spdr Series Trust State Street Spd (SPIB) 0.4 $3.6M 107k 33.56
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $3.6M 5.7k 624.63
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $3.3M 22k 148.68
Merck & Co (MRK) 0.4 $3.3M 27k 121.43
Intuitive Surgical Com New (ISRG) 0.4 $3.2M 7.1k 450.63
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.4 $3.2M 137k 23.25
Cisco Systems (CSCO) 0.4 $3.0M 37k 82.23
Palantir Technologies Cl A (PLTR) 0.4 $3.0M 24k 128.07
Netflix (NFLX) 0.4 $3.0M 29k 102.98
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.4 $3.0M 33k 89.45
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.4 $3.0M 28k 105.53
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $2.9M 6.6k 436.54
Advanced Micro Devices (AMD) 0.3 $2.9M 12k 244.03
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $2.9M 8.6k 335.10
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $2.9M 83k 34.59
Tidal Trust Ii Ret Stckd Gl Stk (RSSB) 0.3 $2.8M 98k 28.61
Spdr Series Trust State Street Spd (BIL) 0.3 $2.8M 30k 91.48
Vanguard Index Fds Growth Etf (VUG) 0.3 $2.7M 5.9k 461.16
McDonald's Corporation (MCD) 0.3 $2.7M 8.9k 306.04
ConocoPhillips (COP) 0.3 $2.7M 22k 122.56
Dimensional Etf Trust Intl Core Equity (DFIC) 0.3 $2.7M 72k 37.35
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $2.7M 66k 40.49
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.3 $2.7M 58k 45.79
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $2.6M 45k 58.42
Mastercard Incorporated Cl A (MA) 0.3 $2.6M 5.2k 499.04
Zoom Communications Cl A (ZM) 0.3 $2.6M 32k 79.27
Bank of New York Mellon Corporation (BK) 0.3 $2.6M 20k 127.57
Ge Aerospace Com New (GE) 0.3 $2.5M 8.2k 308.37
Bank of America Corporation (BAC) 0.3 $2.5M 48k 52.55
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $2.5M 69k 35.92
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $2.5M 34k 74.06
Block Cl A (XYZ) 0.3 $2.5M 40k 62.20
Hartford Financial Services (HIG) 0.3 $2.5M 18k 137.25
Visa Com Cl A (V) 0.3 $2.5M 8.1k 304.59
Raytheon Technologies Corp (RTX) 0.3 $2.4M 12k 201.60
Vaneck Etf Trust Real Assets Etf (RAAX) 0.3 $2.4M 58k 41.25
Philip Morris International (PM) 0.3 $2.3M 15k 160.48
Pepsi (PEP) 0.3 $2.3M 15k 157.11
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.3 $2.3M 20k 116.31
Citigroup Com New (C) 0.3 $2.3M 18k 124.39
Oracle Corporation (ORCL) 0.3 $2.3M 17k 138.09
Republic Services (RSG) 0.3 $2.3M 11k 214.67
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $2.2M 17k 130.19
Parker-Hannifin Corporation (PH) 0.3 $2.2M 2.3k 984.27
Verizon Communications (VZ) 0.3 $2.2M 48k 46.05
Howmet Aerospace (HWM) 0.3 $2.2M 8.5k 252.72
PNC Financial Services (PNC) 0.3 $2.1M 9.7k 221.14
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $2.1M 27k 79.20
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $2.1M 18k 114.86
Tidal Trust Ii Return Stacked U (RSSY) 0.2 $2.1M 90k 23.07
Southern Company (SO) 0.2 $2.1M 21k 97.17
McKesson Corporation (MCK) 0.2 $2.0M 2.3k 865.79
International Business Machines (IBM) 0.2 $1.9M 8.4k 230.84
Arista Networks Com Shs (ANET) 0.2 $1.9M 13k 147.34
At&t (T) 0.2 $1.9M 71k 26.46
Ishares Core Msci Emkt (IEMG) 0.2 $1.9M 25k 74.25
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $1.8M 93k 19.55
Coca-Cola Company (KO) 0.2 $1.8M 23k 77.47
Blackstone Group Inc Com Cl A (BX) 0.2 $1.8M 16k 114.99
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $1.8M 13k 137.58
Dell Technologies CL C (DELL) 0.2 $1.7M 9.7k 177.82
American Electric Power Company (AEP) 0.2 $1.7M 13k 136.31
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.2 $1.7M 87k 19.68
Allspring Exchange Traded Fu Core Plus Etf (APLU) 0.2 $1.7M 69k 24.80
Marsh & McLennan Companies (MRSH) 0.2 $1.7M 10k 168.29
Spdr Series Trust State Street Spd (MDYV) 0.2 $1.7M 19k 88.47
Deere & Company (DE) 0.2 $1.7M 2.7k 604.95
Emcor (EME) 0.2 $1.6M 2.0k 802.38
General Dynamics Corporation (GD) 0.2 $1.6M 4.9k 335.52
Blackrock (BLK) 0.2 $1.6M 1.6k 999.10
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.6M 2.3k 682.76
Micron Technology (MU) 0.2 $1.6M 3.8k 420.65
AmerisourceBergen (COR) 0.2 $1.6M 4.9k 320.81
Spdr Series Trust State Street Spd (XAR) 0.2 $1.6M 5.9k 267.81
SYSCO Corporation (SYY) 0.2 $1.6M 22k 72.83
MetLife (MET) 0.2 $1.6M 21k 73.89
W.W. Grainger (GWW) 0.2 $1.6M 1.3k 1172.09
UnitedHealth (UNH) 0.2 $1.5M 5.0k 304.56
Roku Com Cl A (ROKU) 0.2 $1.5M 15k 102.46
Palmer Square Funds Tr Cr Opportunities (PSQO) 0.2 $1.5M 74k 20.62
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $1.5M 74k 20.46
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $1.5M 16k 97.36
Assurant (AIZ) 0.2 $1.5M 6.9k 219.42
Arch Cap Group Ord (ACGL) 0.2 $1.5M 16k 95.97
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $1.5M 5.7k 260.61
Allstate Corporation (ALL) 0.2 $1.5M 7.0k 211.00
Pfizer (PFE) 0.2 $1.5M 54k 26.92
American Express Company (AXP) 0.2 $1.5M 4.7k 313.80
Cardinal Health (CAH) 0.2 $1.4M 6.6k 215.52
Vodafone Group Sponsored Adr (VOD) 0.2 $1.4M 90k 15.69
J P Morgan Exchange Traded F Income Etf (JPIE) 0.2 $1.4M 31k 46.07
Avery Dennison Corporation (AVY) 0.2 $1.4M 8.2k 171.18
Zillow Group Cl C Cap Stk (Z) 0.2 $1.4M 35k 39.87
Henry Schein (HSIC) 0.2 $1.4M 18k 75.34
FedEx Corporation (FDX) 0.2 $1.4M 3.7k 374.09
Lockheed Martin Corporation (LMT) 0.2 $1.4M 2.2k 613.71
Prologis (PLD) 0.2 $1.4M 9.9k 137.20
Rollins (ROL) 0.2 $1.3M 25k 54.22
Arrow Electronics (ARW) 0.2 $1.3M 8.3k 158.19
Msci (MSCI) 0.2 $1.3M 2.4k 536.50
Amgen (AMGN) 0.2 $1.3M 3.7k 351.05
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $1.3M 2.6k 503.11
Xcel Energy (XEL) 0.2 $1.3M 16k 82.38
Spdr Series Trust State Street Spd (SPYM) 0.2 $1.3M 16k 79.98
Etf Ser Solutions Defiance Quantum (QTUM) 0.2 $1.3M 11k 116.69
Chipotle Mexican Grill (CMG) 0.2 $1.3M 38k 34.09
Marriott Intl Cl A (MAR) 0.2 $1.3M 3.6k 354.12
Gilead Sciences (GILD) 0.1 $1.2M 8.9k 139.02
Goldman Sachs (GS) 0.1 $1.2M 1.4k 907.93
Fifth Third Ban (FITB) 0.1 $1.2M 25k 49.31
3M Company (MMM) 0.1 $1.2M 7.9k 150.31
Ishares Tr Global Tech Etf (IXN) 0.1 $1.2M 11k 107.85
First Tr Exchange-traded Limited Duration (FSIG) 0.1 $1.2M 62k 19.00
First Tr Exchange-traded Core Investment (FTCB) 0.1 $1.2M 56k 21.03
Amphenol Corp Cl A (APH) 0.1 $1.2M 8.3k 140.58
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $1.2M 14k 82.41
Tidal Trust I Unlimited Hfgm (HFGM) 0.1 $1.2M 35k 32.72
CSX Corporation (CSX) 0.1 $1.1M 27k 42.25
TJX Companies (TJX) 0.1 $1.1M 7.0k 161.85
Cambria Etf Tr Emrg Sharehldr (EYLD) 0.1 $1.1M 26k 43.97
Vanguard World Inf Tech Etf (VGT) 0.1 $1.1M 1.5k 743.07
Ishares Tr Core Msci Intl (IDEV) 0.1 $1.1M 13k 87.84
Verisk Analytics (VRSK) 0.1 $1.1M 6.9k 164.27
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $1.1M 26k 42.43
Eversource Energy (ES) 0.1 $1.1M 16k 69.97
Ea Series Trust Militia Long/sho (ORR) 0.1 $1.1M 30k 37.74
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $1.1M 8.7k 127.70
First Tr Exchange Traded New Constructs C (FTCE) 0.1 $1.1M 45k 24.27
Morgan Stanley Com New (MS) 0.1 $1.1M 6.2k 177.76
Clear Secure Com Cl A (YOU) 0.1 $1.1M 24k 46.18
Wells Fargo & Company (WFC) 0.1 $1.1M 13k 85.45
Kinder Morgan (KMI) 0.1 $1.1M 33k 32.69
Wisdomtree Tr Us Efficient Cor (NTSX) 0.1 $1.1M 20k 54.24
Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP) 0.1 $1.1M 34k 31.99
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 0.1 $1.1M 25k 43.46
Magna Intl Inc cl a (MGA) 0.1 $1.1M 19k 57.85
Northern Lts Fd Tr Iii Cp High Yild Trd (HYTR) 0.1 $1.1M 50k 21.42
Enbridge (ENB) 0.1 $1.1M 19k 54.32
American Centy Etf Tr Avantis Responsi (AVSE) 0.1 $1.0M 15k 71.49
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $1.0M 5.9k 174.35
L3harris Technologies (LHX) 0.1 $1.0M 2.9k 353.69
Etf Opportunities Trust Applied Fina Val (VSLU) 0.1 $1.0M 24k 43.39
Lennar Corp Cl A (LEN) 0.1 $1.0M 12k 88.97
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $1.0M 38k 26.76
Intel Corporation (INTC) 0.1 $1.0M 16k 62.37
Thor Industries (THO) 0.1 $1.0M 13k 79.23
Vaneck Etf Trust Technology Truse (TRUT) 0.1 $1.0M 39k 25.51
Global X Fds Artificial Etf (AIQ) 0.1 $1.0M 20k 49.37
Truist Financial Corp equities (TFC) 0.1 $997k 20k 49.76
Vaneck Etf Trust Uranium And Nucl (NLR) 0.1 $994k 7.3k 136.75
Prudential Financial (PRU) 0.1 $993k 10k 96.91
Omnicell (OMCL) 0.1 $988k 29k 34.40
Etf Ser Solutions Mcelhenny Shefld (MSMR) 0.1 $976k 28k 34.36
Etf Ser Solutions Distillate Smlmd (DSMC) 0.1 $974k 26k 37.60
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $973k 4.4k 221.85
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $963k 21k 47.05
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $956k 2.6k 369.30
Us Bancorp Com New (USB) 0.1 $946k 17k 55.67
Royal Caribbean Cruises (RCL) 0.1 $942k 3.4k 276.93
Qualcomm (QCOM) 0.1 $937k 7.3k 128.06
Cummins (CMI) 0.1 $937k 1.5k 616.11
Northern Lts Fd Tr Iii Counterpoint Qua (CPAI) 0.1 $934k 22k 42.88
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.1 $914k 39k 23.65
Astrazeneca Ord (AZN) 0.1 $900k 4.4k 204.06
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.1 $900k 38k 23.68
Nextera Energy (NEE) 0.1 $889k 9.4k 94.14
Vertiv Holdings Com Cl A (VRT) 0.1 $887k 3.0k 294.90
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $872k 19k 46.25
Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.1 $868k 42k 20.75
Lowe's Companies (LOW) 0.1 $868k 3.6k 244.45
Devon Energy Corporation (DVN) 0.1 $863k 18k 47.79
Ishares Tr Eafe Value Etf (EFV) 0.1 $862k 11k 77.73
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.1 $860k 37k 23.50
Delta Air Lines Com New (DAL) 0.1 $855k 13k 67.82
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $855k 17k 51.19
Analog Devices (ADI) 0.1 $853k 2.4k 350.17
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $832k 8.3k 100.50
Honeywell International (HON) 0.1 $831k 3.5k 235.08
American Centy Etf Tr Emerging Mkt Val (AVES) 0.1 $827k 13k 63.39
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.1 $827k 17k 50.20
Eaton Corp SHS (ETN) 0.1 $826k 2.1k 402.58
Vaneck Etf Trust Alternative Asse (GPZ) 0.1 $825k 39k 21.44
General Motors Company (GM) 0.1 $823k 11k 76.42
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $819k 1.6k 520.66
Fabrinet SHS (FN) 0.1 $809k 1.2k 661.38
Core Natural Resources Com Shs (CNR) 0.1 $806k 8.8k 91.20
Putnam Etf Trust Focused Lar Cap (PVAL) 0.1 $794k 17k 47.83
Stryker Corporation (SYK) 0.1 $789k 2.3k 339.21
Golub Capital BDC (GBDC) 0.1 $778k 61k 12.71
Texas Instruments Incorporated (TXN) 0.1 $765k 3.6k 214.81
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $760k 2.0k 386.60
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $756k 11k 67.74
First Watch Restaurant Groupco (FWRG) 0.1 $754k 66k 11.48
Fortinet (FTNT) 0.1 $744k 9.7k 76.68
Walt Disney Company (DIS) 0.1 $740k 7.5k 99.28
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $737k 12k 61.24
Metropcs Communications (TMUS) 0.1 $737k 3.8k 195.80
Vanguard World Mega Cap Val Etf (MGV) 0.1 $725k 4.9k 148.75
Airbnb Com Cl A (ABNB) 0.1 $725k 5.6k 128.96
Ferguson Enterprises Common Stock New (FERG) 0.1 $725k 2.8k 256.56
Aim Etf Products Trust Allianzim Us Eqt (APRW) 0.1 $720k 20k 35.98
Abbott Laboratories (ABT) 0.1 $713k 7.1k 100.32
Tidal Trust Ii Return Stacked U (RSSX) 0.1 $711k 28k 25.38
Federal Signal Corporation (FSS) 0.1 $706k 6.1k 115.04
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $702k 15k 48.00
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $701k 42k 16.77
Arthur J. Gallagher & Co. (AJG) 0.1 $698k 3.3k 213.75
Duke Energy Corp Com New (DUK) 0.1 $690k 5.2k 131.89
Nuveen Churchill Direct Lend Com Shs (NCDL) 0.1 $688k 51k 13.47
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $678k 40k 16.97
Liberty Global Com Cl A (LBTYA) 0.1 $676k 56k 12.11
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.1 $670k 36k 18.70
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $665k 1.5k 446.26
Corning Incorporated (GLW) 0.1 $661k 3.9k 171.22
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $653k 8.2k 79.96
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $641k 6.4k 100.44
Vanguard Index Fds Value Etf (VTV) 0.1 $638k 3.2k 201.31
Public Service Enterprise (PEG) 0.1 $635k 7.6k 83.14
Medtronic SHS (MDT) 0.1 $634k 7.3k 87.22
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $632k 4.4k 145.04
Paycom Software (PAYC) 0.1 $630k 5.5k 113.59
Casey's General Stores (CASY) 0.1 $628k 850.00 738.44
Ge Vernova (GEV) 0.1 $625k 631.00 990.91
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $621k 5.2k 118.36
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $620k 26k 24.22
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $620k 11k 57.23
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $614k 2.4k 251.61
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $607k 11k 57.74
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $605k 15k 40.95
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $604k 5.7k 106.56
Edison International (EIX) 0.1 $598k 7.9k 75.72
Hubbell (HUBB) 0.1 $594k 1.1k 535.98
United Parcel Svcs CL B (UPS) 0.1 $593k 5.8k 101.70
Kla Corp Com New (KLAC) 0.1 $592k 341.00 1734.46
Lamar Advertising Cl A (LAMR) 0.1 $590k 4.4k 133.40
Citizens Financial (CFG) 0.1 $588k 9.2k 64.19
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $582k 12k 47.99
Charles Schwab Corporation (SCHW) 0.1 $580k 6.1k 94.80
Ford Motor Company (F) 0.1 $578k 48k 12.13
Northwestern Energy Group In Com New (NWE) 0.1 $577k 8.2k 70.61
Freeport Mcmoran CL B (FCX) 0.1 $576k 8.5k 67.74
Palo Alto Networks (PANW) 0.1 $575k 3.7k 155.82
Marathon Petroleum Corp (MPC) 0.1 $575k 2.6k 222.63
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $568k 2.7k 214.00
Okta Cl A (OKTA) 0.1 $567k 9.0k 62.96
RBB F/m Us Treasury (TBIL) 0.1 $567k 11k 49.92
Waste Management (WM) 0.1 $563k 2.5k 229.47
Tidal Trust Ii Rtn Stacked Bd (RSBT) 0.1 $562k 30k 19.07
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $561k 6.5k 85.96
Pacer Fds Tr Aristotle Pacifi (FLRT) 0.1 $560k 12k 46.45
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $554k 11k 50.50
Hershey Company (HSY) 0.1 $548k 2.7k 202.43
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $547k 4.5k 120.69
O'reilly Automotive (ORLY) 0.1 $545k 5.9k 93.03
Moody's Corporation (MCO) 0.1 $539k 1.3k 427.72
Grayscale Chainlink Tr Etf SHS (GLNK) 0.1 $529k 65k 8.14
Immunitybio (IBRX) 0.1 $528k 71k 7.48
DNP Select Income Fund (DNP) 0.1 $526k 50k 10.49
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $525k 1.2k 436.46
Cigna Corp (CI) 0.1 $524k 1.9k 271.38
BP Sponsored Adr (BP) 0.1 $524k 11k 46.44
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $523k 8.1k 64.61
Cintas Corporation (CTAS) 0.1 $522k 3.0k 174.90
Crown Castle Intl (CCI) 0.1 $522k 6.0k 86.29
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $520k 13k 41.56
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.1 $519k 4.9k 105.67
American Healthcare Reit Com Shs (AHR) 0.1 $509k 10k 49.23
Vanguard World Mega Cap Index (MGC) 0.1 $507k 2.0k 247.38
Comcast Corp Cl A (CMCSA) 0.1 $507k 18k 27.94
Spdr Series Trust State Street Spd (SPYG) 0.1 $506k 4.9k 104.23
Ball Corporation (BALL) 0.1 $503k 8.1k 62.30
Etf Opportunities Trust Applied Fin Ivs (IVSS) 0.1 $501k 19k 26.82
Cadence Design Systems (CDNS) 0.1 $500k 1.9k 267.11
Thermo Fisher Scientific (TMO) 0.1 $498k 1.0k 497.38
Steel Dynamics (STLD) 0.1 $497k 2.6k 190.57
Marvell Technology (MRVL) 0.1 $496k 3.9k 128.52
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $495k 337.00 1469.71
Illinois Tool Works (ITW) 0.1 $492k 1.8k 271.10
Pinnacle West Capital Corporation (PNW) 0.1 $491k 4.7k 103.60
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $489k 12k 41.18
Valero Energy Corporation (VLO) 0.1 $486k 2.0k 238.79
Unum (UNM) 0.1 $486k 6.3k 76.67
Constellation Energy (CEG) 0.1 $482k 1.7k 286.52
Ishares Tr U.s. Tech Etf (IYW) 0.1 $478k 2.5k 194.27
salesforce (CRM) 0.1 $478k 2.9k 165.00
Emerson Electric (EMR) 0.1 $478k 3.3k 143.79
Nucor Corporation (NUE) 0.1 $474k 2.5k 186.12
Phillips 66 (PSX) 0.1 $474k 3.0k 159.28
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $471k 21k 22.88
Galaxy Digital Cl A (GLXY) 0.1 $468k 22k 21.66
CMS Energy Corporation (CMS) 0.1 $465k 5.9k 79.39
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $457k 8.9k 51.31
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $457k 2.1k 221.55
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $455k 4.9k 92.15
Newmont Mining Corporation (NEM) 0.1 $453k 3.7k 120.83
Vanguard World Health Car Etf (VHT) 0.1 $445k 1.6k 273.78
Legalzoom (LZ) 0.1 $441k 79k 5.61
Rocket Lab Corp (RKLB) 0.1 $440k 6.5k 68.05
Genco Shipping & Trading SHS (GNK) 0.1 $437k 19k 23.30
United Bankshares (UBSI) 0.1 $432k 9.9k 43.84
RBC Bearings Incorporated (RBC) 0.1 $432k 722.00 598.19
Lyondellbasell Industries Nv Shs - A - (LYB) 0.1 $431k 5.8k 73.74
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $429k 5.8k 73.64
Boeing Company (BA) 0.1 $427k 2.0k 217.63
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $426k 16k 26.23
Rio Tinto Sponsored Adr (RIO) 0.1 $421k 4.3k 98.25
Accenture Plc Ireland Shs Class A (ACN) 0.1 $420k 2.3k 180.22
Bitwise Solana Staking Etf Com Shs Of Benef (BSOL) 0.0 $410k 36k 11.46
Fidelity Natl Finl Com Shs (FNF) 0.0 $410k 8.6k 47.43
Becton, Dickinson and (BDX) 0.0 $409k 2.7k 154.22
Slide Ins Hldgs (SLDE) 0.0 $409k 23k 18.00
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $408k 3.7k 110.79
T. Rowe Price (TROW) 0.0 $406k 4.4k 91.49
Ishares Tr Future Exponenti (XT) 0.0 $405k 5.7k 70.97
Harbor Etf Trust Human Cap Large (HAPI) 0.0 $404k 9.8k 41.30
Bristol Myers Squibb (BMY) 0.0 $404k 6.9k 58.63
Wp Carey (WPC) 0.0 $402k 5.6k 71.62
Dimensional Etf Trust Us High Profitab (DUHP) 0.0 $401k 11k 37.92
Skyworks Solutions (SWKS) 0.0 $398k 7.1k 56.36
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) 0.0 $395k 10k 39.28
Danaher Corporation (DHR) 0.0 $395k 2.1k 189.80
Pulte (PHM) 0.0 $394k 3.3k 120.39
Pacer Fds Tr Globl Cash Etf (GCOW) 0.0 $390k 8.4k 46.38
Ishares Tr Russell 3000 Etf (IWV) 0.0 $389k 1.0k 386.71
Roblox Corp Cl A (RBLX) 0.0 $386k 6.9k 55.59
Key (KEY) 0.0 $383k 18k 21.46
Etf Ser Solutions Distillate Us (DSTL) 0.0 $382k 6.6k 57.59
Welltower Inc Com reit (WELL) 0.0 $380k 1.8k 207.65
Wintrust Financial Corporation (WTFC) 0.0 $379k 2.6k 145.96
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $375k 6.1k 61.50
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) 0.0 $374k 9.3k 40.33
Uber Technologies (UBER) 0.0 $372k 5.3k 70.57
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $372k 7.3k 50.77
Dollar General (DG) 0.0 $370k 3.2k 115.76
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $370k 12k 30.68
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $369k 7.3k 50.50
Ishares Msci Japan Etf (EWJ) 0.0 $368k 4.2k 88.13
Labcorp Holdings Com Shs (LH) 0.0 $367k 1.4k 261.04
Ishares Tr Russell 2000 Etf (IWM) 0.0 $366k 1.4k 261.32
CF Industries Holdings (CF) 0.0 $362k 3.0k 121.27
Entergy Corporation (ETR) 0.0 $357k 3.1k 116.58
CVS Caremark Corporation (CVS) 0.0 $354k 4.5k 79.32
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.0 $354k 16k 21.83
Corecivic (CXW) 0.0 $351k 18k 19.92
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $349k 3.0k 114.72
Harbor Etf Trust Internatnal Comp (OSEA) 0.0 $348k 11k 30.55
PPL Corporation (PPL) 0.0 $346k 8.7k 39.65
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $346k 3.5k 99.39
Aim Etf Products Trust Us Lrgcp B10 Nov (NVBT) 0.0 $343k 9.3k 36.90
FirstEnergy (FE) 0.0 $343k 6.7k 51.43
Innovator Etfs Trust Equity Mngd 100 (BFRZ) 0.0 $339k 13k 26.37
Travelers Companies (TRV) 0.0 $335k 1.1k 297.20
Spdr Series Trust State Street Spd (SPYV) 0.0 $335k 5.8k 57.99
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $332k 1.4k 242.92
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) 0.0 $328k 15k 21.96
Capital One Financial (COF) 0.0 $327k 1.7k 193.05
Automatic Data Processing (ADP) 0.0 $327k 1.7k 188.72
Harbor Etf Trust Disciplined Bond (AGGS) 0.0 $326k 8.0k 40.86
Aim Etf Products Trust Allianzim Us Eqt (MAYT) 0.0 $326k 8.6k 37.74
Spdr Index Shs Fds State Street Spd (SPDW) 0.0 $323k 6.7k 48.15
Spdr Index Shs Fds State Street Spd (SPEM) 0.0 $321k 6.5k 49.17
Innovator Etfs Trust Prem Inc 20 Barr (JULH) 0.0 $320k 13k 24.86
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $320k 6.0k 53.33
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $319k 5.6k 56.75
ConAgra Foods (CAG) 0.0 $319k 21k 15.19
Spdr Index Shs Fds State Street Spd (GWX) 0.0 $318k 7.2k 44.29
Servicenow (NOW) 0.0 $317k 3.8k 83.18
Ross Stores (ROST) 0.0 $316k 1.4k 221.42
Spdr Series Trust State Street Spd (SPTM) 0.0 $316k 3.8k 82.58
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $316k 1.4k 224.72
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.0 $315k 8.6k 36.54
Quanta Services (PWR) 0.0 $314k 536.00 585.74
Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $310k 8.6k 36.09
Sila Realty Trust Common Stock (SILA) 0.0 $309k 12k 24.85
Starbucks Corporation (SBUX) 0.0 $308k 3.2k 96.60
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.0 $305k 13k 23.14
Dimensional Etf Trust International (DFSI) 0.0 $305k 6.8k 44.71
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $303k 8.4k 36.06
American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $301k 2.6k 116.12
Aim Etf Products Trust Allianzim Us Eq (APRT) 0.0 $299k 6.9k 43.69
Northrop Grumman Corporation (NOC) 0.0 $298k 443.00 673.65
Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $297k 4.4k 68.19
MasTec (MTZ) 0.0 $297k 823.00 361.19
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 0.0 $296k 6.0k 49.27
Kimberly-Clark Corporation (KMB) 0.0 $295k 3.0k 97.25
Dimensional Etf Trust Global Core Plus (DFGP) 0.0 $293k 5.4k 54.26
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.0 $292k 8.7k 33.73
Robinhood Mkts Com Cl A (HOOD) 0.0 $292k 4.2k 69.21
Ishares Tr Ultra Short Dur (ICSH) 0.0 $287k 5.7k 50.53
Encana Corporation (OVV) 0.0 $285k 5.1k 56.09
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $278k 4.6k 60.56
Ishares Tr Msci Eafe Etf (EFA) 0.0 $276k 2.7k 102.17
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $275k 4.8k 57.59
Blackstone Secd Lending Common Stock (BXSL) 0.0 $275k 12k 23.13
Innovator Etfs Trust Equity Defined P (APOC) 0.0 $272k 11k 25.96
DTE Energy Company (DTE) 0.0 $269k 1.8k 149.67
Ishares Tr National Mun Etf (MUB) 0.0 $267k 2.5k 106.86
Innovator Etfs Trust Equity Defined P (JAJL) 0.0 $267k 9.1k 29.28
Franco-Nevada Corporation (FNV) 0.0 $266k 1.0k 261.47
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $264k 5.3k 50.24
UGI Corporation (UGI) 0.0 $264k 6.9k 37.94
Archer Daniels Midland Company (ADM) 0.0 $261k 3.7k 69.72
Toronto Dominion Bk Ont Com New (TD) 0.0 $259k 2.6k 100.71
Stonecastle Finl (BANX) 0.0 $259k 13k 19.48
Union Pacific Corporation (UNP) 0.0 $259k 1.0k 250.88
Limbach Hldgs (LMB) 0.0 $258k 3.1k 82.59
Enterprise Products Partners (EPD) 0.0 $257k 6.9k 37.35
Strategy Day Hagan Smart (SSUS) 0.0 $257k 5.3k 48.81
Monster Beverage Corp (MNST) 0.0 $257k 3.4k 75.74
Owl Rock Capital Corporation (OBDC) 0.0 $257k 24k 10.87
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $257k 1.4k 189.08
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $256k 4.9k 52.52
Aim Etf Products Trust Allianzim Us Eqt (JANT) 0.0 $254k 6.1k 41.35
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $252k 2.1k 118.42
Target Corporation (TGT) 0.0 $251k 2.1k 121.85
Oneok (OKE) 0.0 $251k 2.9k 86.21
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $250k 2.4k 103.44
Anthem (ELV) 0.0 $249k 799.00 311.77
Mondelez Intl Cl A (MDLZ) 0.0 $249k 4.2k 59.00
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.0 $245k 15k 16.53
Innovator Etfs Trust Us Eqty Ultra B (USEP) 0.0 $242k 6.1k 39.61
Alcoa (AA) 0.0 $241k 3.3k 73.04
American Water Works (AWK) 0.0 $241k 1.8k 137.21
Belpointe Prep Unit Rp Ltd Lb A (OZ) 0.0 $240k 4.6k 52.59
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM) 0.0 $239k 4.9k 48.70
Liberty Global Com Cl C (LBTYK) 0.0 $239k 20k 11.77
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $238k 5.6k 42.38
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $238k 1.2k 199.48
Hca Holdings (HCA) 0.0 $237k 475.00 498.97
Gaming & Leisure Pptys (GLPI) 0.0 $237k 5.1k 46.70
Regions Financial Corporation (RF) 0.0 $236k 8.5k 27.65
Ishares Msci Gbl Min Vol (ACWV) 0.0 $236k 2.0k 119.98
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV) 0.0 $235k 5.5k 42.35
Spdr Series Trust State Street Spd (JNK) 0.0 $234k 2.4k 96.24
Strategic Trust Running Gwth Etf (RUNN) 0.0 $234k 7.1k 32.82
Bunge Global Sa Com Shs (BG) 0.0 $232k 1.9k 123.95
Textron (TXT) 0.0 $231k 2.5k 91.40
Spotify Technology S A SHS (SPOT) 0.0 $231k 485.00 476.41
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $230k 356.00 644.69
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) 0.0 $229k 4.4k 51.52
Chubb (CB) 0.0 $229k 698.00 327.62
Main Street Capital Corporation (MAIN) 0.0 $228k 4.3k 53.07
Colgate-Palmolive Company (CL) 0.0 $228k 2.7k 84.41
Ishares Tr Mbs Etf (MBB) 0.0 $226k 2.4k 94.97
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.0 $226k 6.5k 34.74
Ishares Tr Us Aer Def Etf (ITA) 0.0 $224k 976.00 229.60
Halliburton Company (HAL) 0.0 $224k 6.0k 37.60
Calamos Etf Tr Autocallable Inc (CAIE) 0.0 $223k 8.7k 25.73
Innovator Etfs Trust Intl Dev Pwr Buf (INOV) 0.0 $221k 6.2k 35.89
Everpure Cl A (PSTG) 0.0 $221k 3.6k 60.91
Best Buy (BBY) 0.0 $221k 3.5k 62.42
Sherwin-Williams Company (SHW) 0.0 $219k 652.00 336.16
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $218k 3.3k 67.00
Onemain Holdings (OMF) 0.0 $217k 3.9k 55.95
Aim Etf Products Trust Allianzim Us Eqt (FEBT) 0.0 $217k 5.6k 38.62
Etf Opportunities Trust Smi 3fourteen Fu (FCTE) 0.0 $216k 8.1k 26.63
Gabelli Utility Trust (GUT) 0.0 $214k 35k 6.10
SLB Com Stk (SLB) 0.0 $214k 4.1k 51.93
Peak (DOC) 0.0 $213k 13k 16.74
Boston Scientific Corporation (BSX) 0.0 $213k 3.4k 61.71
Hf Sinclair Corp (DINO) 0.0 $212k 3.7k 57.49
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $212k 7.9k 26.73
Wisdomtree Tr Internationl Efi (NTSI) 0.0 $211k 4.6k 45.91
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $211k 4.2k 50.05
Ishares Msci Cda Etf (EWC) 0.0 $209k 3.7k 56.76
Albemarle Corporation (ALB) 0.0 $209k 1.2k 173.64
Vanguard Index Fds Small Cp Etf (VB) 0.0 $208k 764.00 272.11
Ishares Tr Esg Aware Msci (ESML) 0.0 $208k 4.2k 49.16
ON Semiconductor (ON) 0.0 $208k 3.0k 68.65
Regeneron Pharmaceuticals (REGN) 0.0 $207k 277.00 748.91
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) 0.0 $207k 6.1k 33.99
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.0 $207k 4.0k 51.69
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.0 $206k 1.7k 120.30
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.0 $205k 2.8k 73.70
S&p Global (SPGI) 0.0 $205k 491.00 417.07
Spdr Series Trust State Street Spd (SPMD) 0.0 $204k 3.3k 61.75
Stellantis SHS (STLA) 0.0 $203k 25k 8.04
NiSource (NI) 0.0 $203k 4.2k 48.05
Rockwell Automation (ROK) 0.0 $203k 512.00 396.06
Pacer Fds Tr Swan Sos Fd Of (PSFF) 0.0 $201k 6.1k 32.78
Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $183k 10k 17.60
Western Union Company (WU) 0.0 $182k 21k 8.88
Sellas Life Sciences Group I Com New (SLS) 0.0 $159k 33k 4.87
Hyperliquid Strategies (PURR) 0.0 $120k 20k 6.01
Cornerstone Strategic Value (CLM) 0.0 $104k 14k 7.42
Pmv Pharmaceuticals (PMVP) 0.0 $67k 50k 1.33
Kopin Corporation (KOPN) 0.0 $47k 18k 2.68
Douglas Elliman (DOUG) 0.0 $17k 10k 1.68
Myomo Com New (MYO) 0.0 $15k 21k 0.69