Advyzon Investment Management

Advyzon Investment Management as of June 30, 2025

Portfolio Holdings for Advyzon Investment Management

Advyzon Investment Management holds 382 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 6.1 $28M 91k 303.93
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.0 $14M 186k 73.63
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.9 $13M 323k 40.49
Ea Series Trust Strive 1000 Grwt (STXG) 2.8 $13M 276k 46.02
Ea Series Trust Strive 1000 Valu (STXV) 2.8 $13M 411k 30.82
Graniteshares Gold Tr Shs Ben Int (BAR) 2.3 $11M 323k 32.64
Vanguard Index Fds Mid Cap Etf (VO) 2.3 $10M 37k 279.83
Microsoft Corporation (MSFT) 2.1 $9.4M 19k 497.40
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.8 $8.0M 187k 42.74
NVIDIA Corporation (NVDA) 1.7 $7.8M 50k 157.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $7.7M 14k 551.62
Ishares Tr Core S&p500 Etf (IVV) 1.5 $6.8M 11k 620.86
Ea Series Trust Strive Enhanced (BUXX) 1.4 $6.4M 317k 20.32
Spdr Gold Tr Gold Shs (GLD) 1.3 $6.0M 20k 304.83
Vanguard Index Fds Value Etf (VTV) 1.2 $5.6M 32k 176.74
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.2 $5.6M 91k 61.21
Wal-Mart Stores (WMT) 1.1 $5.1M 52k 97.78
Meta Platforms Cl A (META) 1.1 $4.9M 6.7k 738.09
Amazon (AMZN) 1.0 $4.7M 21k 219.39
Apple (AAPL) 0.9 $4.2M 21k 205.16
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $4.1M 7.3k 568.05
Bondbloxx Etf Trust Bloomberg Three (XTRE) 0.9 $4.1M 83k 49.78
Broadcom (AVGO) 0.9 $4.0M 15k 275.64
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.9 $4.0M 93k 42.40
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.8 $3.7M 125k 29.28
Ishares Tr National Mun Etf (MUB) 0.8 $3.7M 35k 104.48
Ea Series Trust Strive Mid Cap (STXM) 0.8 $3.5M 134k 26.40
Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 0.8 $3.4M 47k 73.57
Spdr Series Trust Portfolio S&p500 (SPLG) 0.7 $3.2M 45k 72.69
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.7 $3.1M 76k 41.30
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.7 $3.0M 113k 26.69
Wisdomtree Tr Blmbg Us Bull (USDU) 0.7 $3.0M 115k 25.77
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $2.9M 60k 49.03
Netflix (NFLX) 0.6 $2.9M 2.1k 1339.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $2.8M 5.8k 485.77
Southern Company (SO) 0.6 $2.8M 30k 91.83
Lam Research Corp Com New (LRCX) 0.6 $2.7M 28k 97.34
Vaneck Etf Trust Semiconductr Etf (SMH) 0.6 $2.7M 9.8k 278.88
Schwab Strategic Tr Us Tips Etf (SCHP) 0.6 $2.7M 103k 26.68
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.5 $2.4M 22k 112.47
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $2.4M 42k 57.01
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.5 $2.3M 50k 45.77
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.5 $2.3M 77k 29.43
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.5 $2.2M 36k 59.81
Alphabet Cap Stk Cl C (GOOG) 0.5 $2.2M 12k 177.39
First Tr Exchange-traded First Tr Enh New (FTSM) 0.5 $2.1M 35k 59.87
Ishares Tr Msci Eafe Etf (EFA) 0.5 $2.0M 23k 89.39
Select Sector Spdr Tr Energy (XLE) 0.4 $2.0M 24k 84.81
JPMorgan Chase & Co. (JPM) 0.4 $1.9M 6.7k 289.90
McDonald's Corporation (MCD) 0.4 $1.9M 6.7k 292.17
Visa Com Cl A (V) 0.4 $1.8M 5.2k 355.05
Ishares Tr Core Msci Total (IXUS) 0.4 $1.8M 23k 77.31
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $1.8M 13k 134.79
Netease Sponsored Ads (NTES) 0.4 $1.8M 13k 134.58
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $1.7M 21k 80.97
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $1.7M 8.9k 195.01
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.4 $1.7M 23k 74.01
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $1.7M 21k 80.65
Select Sector Spdr Tr Technology (XLK) 0.4 $1.6M 6.5k 253.23
Wisdomtree Tr Floatng Rat Trea (USFR) 0.4 $1.6M 32k 50.31
Ea Series Trust Strive Sml Cap (STXK) 0.4 $1.6M 53k 30.35
Eli Lilly & Co. (LLY) 0.4 $1.6M 2.1k 779.66
TJX Companies (TJX) 0.4 $1.6M 13k 123.49
Tesla Motors (TSLA) 0.4 $1.6M 5.0k 317.66
Procter & Gamble Company (PG) 0.3 $1.5M 9.7k 159.32
Proshares Tr Ultrapro Qqq (TQQQ) 0.3 $1.5M 19k 83.00
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $1.5M 19k 81.66
Oracle Corporation (ORCL) 0.3 $1.5M 6.9k 218.62
Zacks Trust Earngs Constant (ZECP) 0.3 $1.5M 46k 31.91
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.3 $1.4M 36k 40.11
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.4M 13k 109.29
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $1.4M 48k 29.21
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $1.4M 27k 51.02
Spdr Series Trust Aerospace Def (XAR) 0.3 $1.3M 6.1k 210.94
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.3 $1.3M 34k 36.93
Ea Series Trust Strive Total Ret (STXT) 0.3 $1.3M 63k 20.17
Ishares Gold Tr Ishares New (IAU) 0.3 $1.2M 20k 62.36
Absolute Shs Tr Wbi Bbr Qty 3000 (WBIL) 0.3 $1.2M 38k 32.53
World Gold Tr Spdr Gld Minis (GLDM) 0.3 $1.2M 19k 65.52
Mastercard Incorporated Cl A (MA) 0.3 $1.2M 2.1k 561.81
Vaneck Etf Trust High Yld Munietf (HYD) 0.3 $1.2M 24k 50.21
Spdr Series Trust Portfolio Ln Cor (SPLB) 0.3 $1.2M 52k 22.57
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.2M 6.7k 176.24
Exxon Mobil Corporation (XOM) 0.3 $1.2M 11k 107.80
UnitedHealth (UNH) 0.3 $1.1M 3.7k 311.99
Johnson & Johnson (JNJ) 0.3 $1.1M 7.5k 152.74
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $1.1M 4.7k 240.29
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $1.1M 50k 22.10
Simplify Exchange Traded Fun Simplify Interst (PFIX) 0.2 $1.1M 21k 52.84
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $1.1M 13k 84.83
Home Depot (HD) 0.2 $1.1M 2.9k 366.61
Philip Morris International (PM) 0.2 $1.1M 5.9k 182.14
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.2 $1.1M 14k 74.89
Absolute Shs Tr Wbi Bbr Yld 3000 (WBIG) 0.2 $1.1M 49k 21.91
O'reilly Automotive (ORLY) 0.2 $1.1M 12k 90.13
Ea Series Trust Strive 500 Etf (STRV) 0.2 $1.0M 26k 40.06
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $1.0M 4.5k 226.51
Ishares Tr Usd Inv Grde Etf (USIG) 0.2 $1.0M 20k 51.44
Agf Invts Tr Us Market Netrl (BTAL) 0.2 $1.0M 58k 17.70
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $1.0M 13k 78.70
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $1.0M 11k 88.25
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.2 $984k 25k 39.49
Select Sector Spdr Tr Communication (XLC) 0.2 $976k 9.0k 108.53
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $958k 10k 93.79
Absolute Shs Tr Wbi Bbr Val 3000 (WBIF) 0.2 $933k 32k 28.78
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $921k 40k 22.98
Select Sector Spdr Tr Financial (XLF) 0.2 $917k 18k 52.37
Ishares Tr Core Total Usd (IUSB) 0.2 $889k 19k 46.23
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $864k 35k 25.03
Wells Fargo & Company (WFC) 0.2 $850k 11k 80.12
Coca-Cola Company (KO) 0.2 $846k 12k 70.75
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $843k 8.5k 99.20
Bank of America Corporation (BAC) 0.2 $836k 18k 47.32
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $821k 4.3k 192.72
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.2 $806k 8.8k 91.73
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.2 $786k 18k 44.64
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $784k 13k 62.02
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $776k 3.6k 217.33
Costco Wholesale Corporation (COST) 0.2 $772k 779.00 990.41
Boeing Company (BA) 0.2 $769k 3.7k 209.53
First Tr Exchange-traded Wcm Intl Equity (WCMI) 0.2 $768k 48k 15.91
Abbvie (ABBV) 0.2 $767k 4.1k 185.63
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.2 $767k 14k 56.12
Vanguard World Inf Tech Etf (VGT) 0.2 $752k 1.1k 663.28
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $734k 15k 48.86
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.2 $733k 23k 32.65
Merck & Co (MRK) 0.2 $723k 9.1k 79.16
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.2 $718k 19k 38.28
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.2 $709k 14k 52.34
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.2 $701k 14k 49.64
Ishares Tr 20+ Year Tr Bd (TLTW) 0.1 $672k 29k 23.18
Chevron Corporation (CVX) 0.1 $671k 4.7k 143.18
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $664k 51k 13.04
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $650k 15k 43.14
Abbott Laboratories (ABT) 0.1 $644k 4.7k 136.02
Insulet Corporation (PODD) 0.1 $640k 2.0k 314.18
Texas Instruments Incorporated (TXN) 0.1 $639k 3.1k 207.60
Ishares Tr Eafe Value Etf (EFV) 0.1 $634k 10k 63.48
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.1 $633k 6.6k 95.32
Palantir Technologies Cl A (PLTR) 0.1 $632k 4.6k 136.32
Ark Etf Tr Innovation Etf (ARKK) 0.1 $631k 9.0k 70.29
Vanguard Index Fds Small Cp Etf (VB) 0.1 $630k 2.7k 236.95
Absolute Shs Tr Wbi Pwr Fctr Etf (WBIY) 0.1 $629k 22k 29.25
Profesionally Managed Portfo Congress Lrg Cap (CAML) 0.1 $626k 17k 36.67
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $619k 3.4k 182.80
Pepsi (PEP) 0.1 $615k 4.7k 132.03
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $615k 1.4k 424.58
Ishares Tr Short Treas Bd (SHV) 0.1 $605k 5.5k 110.42
Cisco Systems (CSCO) 0.1 $602k 8.7k 69.38
Amphenol Corp Cl A (APH) 0.1 $598k 6.1k 98.75
Howmet Aerospace (HWM) 0.1 $590k 3.2k 186.15
Qxo Com New (QXO) 0.1 $589k 27k 21.54
Intuitive Surgical Com New (ISRG) 0.1 $577k 1.1k 543.22
Monster Beverage Corp (MNST) 0.1 $577k 9.2k 62.64
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $566k 27k 20.92
Accenture Plc Ireland Shs Class A (ACN) 0.1 $561k 1.9k 298.93
Starbucks Corporation (SBUX) 0.1 $552k 6.0k 91.63
Zacks Trust Small/mid Cap (SMIZ) 0.1 $549k 16k 33.89
Capital Grp Fixed Incm Etf T Municipal High I (CGHM) 0.1 $548k 22k 24.64
Marsh & McLennan Companies (MMC) 0.1 $545k 2.5k 218.66
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $544k 4.0k 135.03
Advanced Micro Devices (AMD) 0.1 $543k 3.8k 141.91
Eaton Corp SHS (ETN) 0.1 $540k 1.5k 357.10
Select Sector Spdr Tr Indl (XLI) 0.1 $537k 3.6k 147.52
Morgan Stanley Com New (MS) 0.1 $535k 3.8k 140.86
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $533k 6.7k 79.50
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) 0.1 $527k 15k 35.79
Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.1 $527k 17k 30.47
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $527k 5.6k 93.99
Union Pacific Corporation (UNP) 0.1 $527k 2.3k 230.03
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.1 $525k 5.9k 89.17
Garmin SHS (GRMN) 0.1 $523k 2.5k 208.72
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $522k 9.6k 54.46
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $521k 16k 32.08
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.1 $519k 6.7k 77.58
Ge Aerospace Com New (GE) 0.1 $518k 2.0k 257.39
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $517k 11k 49.51
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $517k 4.7k 110.11
salesforce (CRM) 0.1 $514k 1.9k 272.70
Ishares Tr Broad Usd High (USHY) 0.1 $511k 14k 37.51
Intercontinental Exchange (ICE) 0.1 $505k 2.8k 183.48
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $498k 5.2k 95.77
Lockheed Martin Corporation (LMT) 0.1 $492k 1.1k 462.94
Ishares Tr Rusel 2500 Etf (SMMD) 0.1 $489k 7.2k 67.78
Ishares Tr Core Msci Eafe (IEFA) 0.1 $488k 5.8k 83.48
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.1 $488k 9.7k 50.17
American Tower Reit (AMT) 0.1 $486k 2.2k 220.99
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $483k 4.4k 109.62
Verizon Communications (VZ) 0.1 $476k 11k 43.27
Progressive Corporation (PGR) 0.1 $467k 1.7k 266.87
Crowdstrike Hldgs Cl A (CRWD) 0.1 $461k 906.00 509.31
Waste Management (WM) 0.1 $460k 2.0k 228.81
Fidelity Covington Trust Enhanced Large (FELG) 0.1 $455k 12k 37.03
Pfizer (PFE) 0.1 $454k 19k 24.24
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $450k 6.6k 68.54
Automatic Data Processing (ADP) 0.1 $450k 1.5k 308.47
Servicenow (NOW) 0.1 $449k 436.00 1028.87
Global X Fds Globx Supdv Us (DIV) 0.1 $447k 25k 17.58
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $447k 9.6k 46.70
Dollar General (DG) 0.1 $443k 3.9k 114.38
Listed Fds Tr Roundhill Magnif (MAGS) 0.1 $440k 7.9k 55.47
Trane Technologies SHS (TT) 0.1 $439k 1.0k 437.31
International Business Machines (IBM) 0.1 $434k 1.5k 294.78
McKesson Corporation (MCK) 0.1 $427k 582.00 732.82
Ea Series Trust Strive 1000 Div (STXD) 0.1 $423k 12k 34.74
Qualcomm (QCOM) 0.1 $419k 2.6k 159.28
Medtronic SHS (MDT) 0.1 $419k 4.8k 87.16
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $419k 3.0k 138.68
Global X Fds S&p 500 Covered (XYLD) 0.1 $419k 11k 38.94
Palo Alto Networks (PANW) 0.1 $411k 2.0k 204.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $410k 8.3k 49.46
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $409k 7.0k 58.78
Innovator Etfs Trust Innovator Us Eq (EALT) 0.1 $408k 13k 32.58
Raytheon Technologies Corp (RTX) 0.1 $395k 2.7k 145.99
SEI Investments Company (SEIC) 0.1 $393k 4.4k 89.87
Walt Disney Company (DIS) 0.1 $388k 3.1k 124.02
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $381k 14k 28.05
Ishares Tr U.s. Tech Etf (IYW) 0.1 $381k 2.2k 173.24
Boston Scientific Corporation (BSX) 0.1 $376k 3.5k 107.41
Altria (MO) 0.1 $375k 6.4k 58.63
Tractor Supply Company (TSCO) 0.1 $373k 7.1k 52.77
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP) 0.1 $372k 10k 36.67
Intel Corporation (INTC) 0.1 $371k 17k 22.40
Kroger (KR) 0.1 $371k 5.2k 71.72
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $369k 12k 30.68
Capital Group International SHS (CGIC) 0.1 $368k 13k 29.11
Ishares Core Msci Emkt (IEMG) 0.1 $368k 6.1k 60.03
Uber Technologies (UBER) 0.1 $366k 3.9k 93.30
W.W. Grainger (GWW) 0.1 $365k 351.00 1040.49
Cyberark Software SHS (CYBR) 0.1 $363k 893.00 406.88
Spdr Series Trust Portfolio Crport (SPBO) 0.1 $363k 12k 29.22
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $361k 22k 16.72
New York Life Invts Active E Nyli Mackay Secu (SECR) 0.1 $361k 14k 26.15
J P Morgan Exchange Traded F Income Etf (JPIE) 0.1 $361k 7.8k 46.32
Global X Fds Superdividend (SDIV) 0.1 $359k 16k 22.55
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $359k 7.1k 50.27
Vaneck Etf Trust Mortgage Reit (MORT) 0.1 $359k 34k 10.56
American Express Company (AXP) 0.1 $358k 1.1k 319.08
Analog Devices (ADI) 0.1 $358k 1.5k 238.02
Blackstone Group Inc Com Cl A (BX) 0.1 $357k 2.4k 149.61
Fox Corp Cl A Com (FOXA) 0.1 $355k 6.3k 56.04
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.1 $354k 7.0k 50.34
Expeditors International of Washington (EXPD) 0.1 $354k 3.1k 114.25
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $354k 8.3k 42.83
Bristol Myers Squibb (BMY) 0.1 $353k 7.6k 46.29
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $347k 3.1k 112.02
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $347k 10k 34.51
Danaher Corporation (DHR) 0.1 $346k 1.8k 197.55
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $345k 3.4k 102.91
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $344k 6.6k 52.02
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $342k 5.2k 65.50
Grand Canyon Education (LOPE) 0.1 $341k 1.8k 189.00
Snowflake Cl A (SNOW) 0.1 $340k 1.5k 223.75
Ishares Em Mkts Div Etf (DVYE) 0.1 $338k 12k 28.65
Chubb (CB) 0.1 $337k 1.2k 289.75
Global X Fds Superdvdnd Reit (SRET) 0.1 $333k 16k 21.16
Archer Daniels Midland Company (ADM) 0.1 $333k 6.3k 52.78
Charles Schwab Corporation (SCHW) 0.1 $331k 3.6k 91.25
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $330k 3.3k 100.70
Global X Fds Data Ctr & Digit (DTCR) 0.1 $328k 18k 18.64
Comcast Corp Cl A (CMCSA) 0.1 $327k 9.2k 35.69
Evergy (EVRG) 0.1 $324k 4.7k 68.93
Allstate Corporation (ALL) 0.1 $324k 1.6k 201.32
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) 0.1 $324k 4.7k 68.84
Tyson Foods Cl A (TSN) 0.1 $320k 5.7k 55.94
Spdr Series Trust Portfolio Intrmd (SPIB) 0.1 $319k 9.5k 33.58
Vertiv Holdings Com Cl A (VRT) 0.1 $319k 2.5k 128.41
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $316k 8.8k 35.84
Ishares Tr Mortge Rel Etf (REM) 0.1 $313k 15k 21.38
United Rentals (URI) 0.1 $312k 414.00 753.72
Spdr Series Trust Bbg Conv Sec Etf (CWB) 0.1 $309k 3.7k 82.66
Fortinet (FTNT) 0.1 $308k 2.9k 105.72
Emerson Electric (EMR) 0.1 $308k 2.3k 133.34
Colgate-Palmolive Company (CL) 0.1 $307k 3.4k 90.90
Ssga Active Tr Spdr Dbleln Emrg (EMTL) 0.1 $305k 7.1k 43.17
Lowe's Companies (LOW) 0.1 $304k 1.4k 221.87
Packaging Corporation of America (PKG) 0.1 $303k 1.6k 188.45
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $302k 7.3k 41.59
Carvana Cl A (CVNA) 0.1 $301k 892.00 336.96
Kimberly-Clark Corporation (KMB) 0.1 $300k 2.3k 128.90
Mobileye Global Common Class A (MBLY) 0.1 $298k 17k 17.98
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $298k 1.5k 195.43
Nike CL B (NKE) 0.1 $298k 4.2k 71.05
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.1 $294k 2.8k 105.55
Vanguard Mun Bd Fds Short Tax Exempt (VSDM) 0.1 $292k 3.9k 75.71
Air Products & Chemicals (APD) 0.1 $290k 1.0k 282.10
Everest Re Group (EG) 0.1 $285k 838.00 339.85
Citigroup Com New (C) 0.1 $284k 3.3k 85.13
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.1 $283k 11k 25.73
Crispr Therapeutics Namen Akt (CRSP) 0.1 $282k 5.8k 48.64
At&t (T) 0.1 $281k 9.7k 28.94
ConocoPhillips (COP) 0.1 $277k 3.1k 89.75
Anthem (ELV) 0.1 $276k 710.00 389.23
Match Group (MTCH) 0.1 $274k 8.9k 30.89
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.1 $272k 4.6k 59.57
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.1 $268k 4.0k 66.85
Putnam Etf Trust Bdc Income Etf (PBDC) 0.1 $268k 7.9k 33.84
Centrus Energy Corp Cl A (LEU) 0.1 $267k 1.5k 183.18
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT) 0.1 $266k 6.5k 41.07
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 0.1 $265k 13k 20.10
General Dynamics Corporation (GD) 0.1 $265k 907.00 291.75
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $265k 5.7k 46.34
Blackstone Secd Lending Common Stock (BXSL) 0.1 $264k 8.6k 30.75
Easterly Govt Pptys Com Shs (DEA) 0.1 $261k 12k 22.20
Republic Services (RSG) 0.1 $259k 1.0k 246.72
First Tr Exchange Traded Nasdq Artfcial (ROBT) 0.1 $258k 5.3k 48.30
Dbx Etf Tr Xtrackers Msci (USSG) 0.1 $257k 4.5k 56.88
T Rowe Price Etf Cap Appreciation (TCAF) 0.1 $257k 7.3k 35.28
AmerisourceBergen (COR) 0.1 $256k 853.00 299.95
Goldman Sachs (GS) 0.1 $255k 360.00 707.96
Nextera Energy (NEE) 0.1 $254k 3.7k 69.42
Arthur J. Gallagher & Co. (AJG) 0.1 $252k 788.00 320.15
Kayne Anderson MLP Investment (KYN) 0.1 $251k 20k 12.72
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $250k 5.2k 48.01
Honeywell International (HON) 0.1 $247k 1.1k 232.94
Cummins (CMI) 0.1 $247k 755.00 327.46
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $247k 3.9k 63.71
Church & Dwight (CHD) 0.1 $247k 2.6k 96.10
Ishares Msci Emrg Chn (EMXC) 0.1 $245k 3.9k 63.14
Arista Networks Com Shs (ANET) 0.1 $245k 2.4k 102.31
Uipath Cl A (PATH) 0.1 $243k 19k 12.80
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 0.1 $242k 11k 21.52
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $242k 2.1k 115.35
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $242k 7.4k 32.91
Ishares Tr International Sl (ISCF) 0.1 $241k 6.2k 38.77
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.1 $240k 6.1k 39.57
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.1 $240k 4.1k 58.59
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT) 0.1 $234k 6.4k 36.56
Nuveen (NMCO) 0.1 $234k 22k 10.73
Metropcs Communications (TMUS) 0.1 $234k 980.00 238.27
Hilton Worldwide Holdings (HLT) 0.1 $233k 874.00 266.34
Gilead Sciences (GILD) 0.1 $231k 2.1k 110.86
Pinterest Cl A (PINS) 0.1 $229k 6.4k 35.86
Novartis Sponsored Adr (NVS) 0.1 $228k 1.9k 121.04
Duke Energy Corp Com New (DUK) 0.1 $228k 1.9k 118.02
Illinois Tool Works (ITW) 0.1 $228k 920.00 247.37
Ferrari Nv Ord (RACE) 0.1 $227k 463.00 490.74
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.1 $227k 3.2k 70.77
Broadridge Financial Solutions (BR) 0.1 $226k 930.00 243.07
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $224k 2.7k 82.86
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.0 $223k 8.2k 27.13
Royal Caribbean Cruises (RCL) 0.0 $222k 709.00 313.05
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.0 $220k 8.4k 26.15
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.0 $219k 6.9k 31.80
Sprott Physical Gold & Silve Tr Unit (CEF) 0.0 $219k 7.3k 30.10
Vanguard Index Fds Growth Etf (VUG) 0.0 $218k 497.00 438.79
Global X Fds Vdeo Gam Esprt (HERO) 0.0 $217k 6.6k 32.73
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $216k 1.5k 144.33
CVS Caremark Corporation (CVS) 0.0 $216k 3.1k 68.98
Zoetis Cl A (ZTS) 0.0 $215k 1.4k 155.95
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $215k 8.5k 25.30
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $214k 2.1k 101.58
Wabtec Corporation (WAB) 0.0 $213k 1.0k 209.26
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.0 $213k 5.2k 40.65
Ishares Tr S&p 100 Etf (OEF) 0.0 $212k 696.00 304.50
Prologis (PLD) 0.0 $211k 2.0k 105.12
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $211k 1.1k 194.23
Cardinal Health (CAH) 0.0 $210k 1.3k 167.97
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.0 $209k 4.3k 48.21
Applied Materials (AMAT) 0.0 $208k 1.1k 183.07
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $206k 2.3k 89.06
ACADIA Pharmaceuticals (ACAD) 0.0 $206k 9.5k 21.57
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.0 $205k 4.6k 44.42
Moody's Corporation (MCO) 0.0 $205k 409.00 501.74
Pacer Fds Tr Data And Infrast (SRVR) 0.0 $204k 6.3k 32.32
United Parcel Service CL B (UPS) 0.0 $204k 2.0k 100.94
Paychex (PAYX) 0.0 $203k 1.4k 145.48
ResMed (RMD) 0.0 $203k 786.00 258.06
Innovator Etfs Trust Equity Defined P (JAJL) 0.0 $202k 7.2k 28.17
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 0.0 $202k 4.5k 44.69
Fastenal Company (FAST) 0.0 $202k 4.8k 42.00
Ge Vernova (GEV) 0.0 $202k 381.00 529.15
Kla Corp Com New (KLAC) 0.0 $202k 225.00 895.74
Travelers Companies (TRV) 0.0 $201k 752.00 267.58
Blackrock Etf Trust Ishares Us Thema (THRO) 0.0 $200k 5.6k 35.58
Stoneco Com Cl A (STNE) 0.0 $173k 11k 16.04
Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD) 0.0 $150k 11k 13.87
Pet Acquisition LLC -Class A (WOOF) 0.0 $134k 47k 2.83
New Mountain Finance Corp (NMFC) 0.0 $126k 12k 10.55
Barings Bdc (BBDC) 0.0 $126k 14k 9.14
Emergent BioSolutions (EBS) 0.0 $90k 14k 6.38
Xai Octagon Floatng Rate Alt (XFLT) 0.0 $66k 12k 5.65