Honkamp Krueger Financial Services

Avantax Planning Partners as of June 30, 2024

Portfolio Holdings for Avantax Planning Partners

Avantax Planning Partners holds 471 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 14.6 $453M 4.5M 100.84
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 9.6 $298M 4.0M 74.08
Schwab Strategic Tr Us Dividend Eq (SCHD) 8.9 $278M 3.6M 77.76
Schwab Strategic Tr Us Aggregate B (SCHZ) 5.0 $155M 3.4M 45.58
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.8 $117M 3.1M 38.42
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 3.2 $99M 3.6M 27.22
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.8 $87M 966k 89.72
Spdr Ser Tr Nuveen Bloomberg (HYMB) 2.2 $69M 2.7M 25.44
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.7 $54M 1.9M 28.31
First Tr Exchange-traded Managd Mun Etf (FMB) 1.5 $47M 914k 51.06
Apple (AAPL) 1.3 $40M 189k 210.62
Vanguard Specialized Funds Div App Etf (VIG) 1.3 $40M 218k 182.55
Alps Etf Tr Intl Sec Dv Dog (IDOG) 1.2 $36M 1.2M 29.68
Ishares Tr National Mun Etf (MUB) 1.1 $35M 327k 106.55
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 1.1 $34M 393k 85.86
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $32M 89k 364.51
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $30M 504k 60.30
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.9 $28M 584k 48.74
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.9 $28M 547k 50.38
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) 0.8 $26M 1.1M 24.18
Vaneck Etf Trust High Yld Munietf (HYD) 0.8 $24M 473k 51.65
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.8 $24M 423k 56.68
Microsoft Corporation (MSFT) 0.8 $23M 52k 446.95
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.7 $23M 373k 61.09
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.7 $23M 269k 84.06
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.6 $20M 378k 52.06
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $20M 449k 43.76
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.6 $20M 269k 72.94
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.6 $19M 237k 81.28
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $19M 581k 32.24
Broadcom (AVGO) 0.5 $17M 10k 1605.50
Ishares Core Msci Emkt (IEMG) 0.5 $14M 269k 53.53
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $14M 130k 110.35
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.5 $14M 302k 47.12
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $14M 153k 92.54
JPMorgan Chase & Co. (JPM) 0.5 $14M 70k 202.26
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.4 $14M 174k 78.31
Coca-Cola Company (KO) 0.4 $13M 205k 63.65
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $13M 274k 46.77
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $12M 128k 97.07
Merck & Co (MRK) 0.4 $12M 98k 123.80
Abbvie (ABBV) 0.4 $12M 68k 171.52
Texas Instruments Incorporated (TXN) 0.4 $11M 59k 194.53
Home Depot (HD) 0.4 $11M 33k 344.24
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $11M 75k 150.43
Ishares Tr Rus Mdcp Val Etf (IWS) 0.4 $11M 93k 120.74
Chevron Corporation (CVX) 0.4 $11M 71k 156.42
Ishares Tr Eafe Value Etf (EFV) 0.3 $11M 204k 53.04
Exxon Mobil Corporation (XOM) 0.3 $11M 92k 115.12
NVIDIA Corporation (NVDA) 0.3 $11M 85k 123.54
Pepsi (PEP) 0.3 $11M 64k 164.93
Procter & Gamble Company (PG) 0.3 $10M 62k 164.92
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $10M 136k 74.89
Verizon Communications (VZ) 0.3 $10M 245k 41.24
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $10M 19k 544.22
Costco Wholesale Corporation (COST) 0.3 $10M 12k 850.00
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $9.8M 196k 50.11
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $9.6M 63k 152.30
Pfizer (PFE) 0.3 $9.6M 343k 27.98
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.3 $9.5M 390k 24.45
International Business Machines (IBM) 0.3 $9.5M 55k 172.95
C H Robinson Worldwide Com New (CHRW) 0.3 $9.1M 103k 88.12
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $8.9M 86k 104.55
Fastenal Company (FAST) 0.3 $8.9M 142k 62.84
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $8.6M 35k 250.13
Cisco Systems (CSCO) 0.3 $8.4M 177k 47.51
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $8.0M 68k 118.60
Deere & Company (DE) 0.3 $7.9M 21k 373.64
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $7.5M 33k 229.56
Valero Energy Corporation (VLO) 0.2 $7.5M 48k 156.76
Amgen (AMGN) 0.2 $7.5M 24k 312.45
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $7.5M 18k 406.80
Johnson & Johnson (JNJ) 0.2 $7.4M 51k 146.16
Vanguard Index Fds Value Etf (VTV) 0.2 $7.4M 46k 160.41
Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.2 $7.0M 291k 23.98
Lockheed Martin Corporation (LMT) 0.2 $6.8M 15k 467.11
BlackRock (BLK) 0.2 $6.5M 8.3k 787.37
Altria (MO) 0.2 $6.4M 142k 45.55
Bank of America Corporation (BAC) 0.2 $6.4M 160k 39.77
Amazon (AMZN) 0.2 $6.2M 32k 193.25
United Parcel Service CL B (UPS) 0.2 $6.1M 44k 136.85
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $5.8M 22k 262.53
Alphabet Cap Stk Cl A (GOOGL) 0.2 $5.3M 29k 182.15
Us Bancorp Del Com New (USB) 0.2 $5.3M 134k 39.70
EOG Resources (EOG) 0.2 $5.3M 42k 125.87
McDonald's Corporation (MCD) 0.2 $5.3M 21k 254.85
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.2 $5.3M 113k 46.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $5.2M 11k 479.10
Qualcomm (QCOM) 0.2 $5.1M 25k 199.18
Automatic Data Processing (ADP) 0.2 $4.8M 20k 238.69
Eli Lilly & Co. (LLY) 0.1 $4.3M 4.8k 905.45
Meta Platforms Cl A (META) 0.1 $4.2M 8.2k 504.24
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.1 $4.1M 77k 54.08
ConocoPhillips (COP) 0.1 $4.1M 36k 114.38
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $3.9M 75k 52.01
3M Company (MMM) 0.1 $3.9M 38k 102.19
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $3.9M 133k 28.91
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $3.8M 50k 76.57
Thermo Fisher Scientific (TMO) 0.1 $3.8M 6.9k 553.03
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $3.8M 21k 182.52
Tesla Motors (TSLA) 0.1 $3.8M 19k 197.88
Archer Daniels Midland Company (ADM) 0.1 $3.6M 60k 60.45
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $3.6M 308k 11.55
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $3.5M 93k 37.79
Illinois Tool Works (ITW) 0.1 $3.5M 15k 236.96
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $3.4M 81k 42.59
Vanguard World Inf Tech Etf (VGT) 0.1 $3.4M 5.9k 576.59
Kimberly-Clark Corporation (KMB) 0.1 $3.2M 23k 138.20
Visa Com Cl A (V) 0.1 $3.2M 12k 262.47
Southern Company (SO) 0.1 $3.0M 39k 77.57
Oracle Corporation (ORCL) 0.1 $3.0M 22k 141.20
UnitedHealth (UNH) 0.1 $2.9M 5.8k 509.26
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $2.9M 94k 31.13
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $2.9M 46k 64.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $2.9M 11k 267.51
Global X Fds S&p 500 Covered (XYLD) 0.1 $2.9M 71k 40.43
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $2.9M 58k 49.42
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $2.9M 52k 54.49
Ishares Tr Ibonds 24 Trm Hg (IBHD) 0.1 $2.8M 123k 23.24
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $2.8M 103k 27.67
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $2.8M 117k 23.82
Phillips 66 (PSX) 0.1 $2.8M 20k 141.17
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $2.8M 43k 64.25
Applied Materials (AMAT) 0.1 $2.7M 12k 235.99
Abbott Laboratories (ABT) 0.1 $2.7M 26k 103.91
Principal Financial (PFG) 0.1 $2.7M 35k 78.45
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $2.7M 31k 88.11
Wal-Mart Stores (WMT) 0.1 $2.6M 39k 67.71
Ishares Tr Core S&p500 Etf (IVV) 0.1 $2.5M 4.6k 547.21
Ishares Tr Core Msci Total (IXUS) 0.1 $2.5M 37k 67.56
TJX Companies (TJX) 0.1 $2.4M 22k 110.10
Caterpillar (CAT) 0.1 $2.3M 6.9k 333.11
Genuine Parts Company (GPC) 0.1 $2.3M 17k 138.32
Prudential Financial (PRU) 0.1 $2.2M 19k 117.19
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $2.2M 87k 25.42
Wisdomtree Tr Us High Dividend (DHS) 0.1 $2.2M 26k 84.59
Alphabet Cap Stk Cl C (GOOG) 0.1 $2.2M 12k 183.42
Ishares Tr Ibonds Dec 2032 (IBTM) 0.1 $2.2M 96k 22.44
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $2.1M 86k 24.77
Ishares Tr Ibonds Dec 2033 (IBTO) 0.1 $2.1M 88k 24.00
Ishares Tr Core Msci Intl (IDEV) 0.1 $2.1M 32k 65.64
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $2.1M 12k 174.47
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $2.0M 11k 182.00
Select Sector Spdr Tr Technology (XLK) 0.1 $2.0M 8.7k 226.24
Adobe Systems Incorporated (ADBE) 0.1 $2.0M 3.5k 555.54
Linde SHS (LIN) 0.1 $1.9M 4.3k 438.81
Vanguard World Health Car Etf (VHT) 0.1 $1.8M 6.9k 266.01
Advanced Micro Devices (AMD) 0.1 $1.8M 11k 162.22
Black Hills Corporation (BKH) 0.1 $1.8M 33k 54.38
Target Corporation (TGT) 0.1 $1.8M 12k 148.03
Ishares Tr Msci Usa Value (VLUE) 0.1 $1.8M 17k 103.46
Pacer Fds Tr Pacer Us Small (CALF) 0.1 $1.7M 40k 43.56
Constellation Brands Cl A (STZ) 0.1 $1.7M 6.6k 257.28
Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $1.7M 29k 58.85
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $1.7M 21k 78.78
Duke Energy Corp Com New (DUK) 0.1 $1.7M 17k 100.23
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $1.6M 24k 68.53
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.6M 7.6k 215.01
General Dynamics Corporation (GD) 0.1 $1.6M 5.6k 290.12
Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $1.6M 52k 30.85
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.6M 7.7k 202.88
Casey's General Stores (CASY) 0.1 $1.6M 4.1k 381.57
Netflix (NFLX) 0.1 $1.6M 2.3k 674.91
Booking Holdings (BKNG) 0.0 $1.5M 385.00 3964.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $1.5M 3.0k 500.18
Alliant Energy Corporation (LNT) 0.0 $1.5M 29k 50.90
Rockwell Automation (ROK) 0.0 $1.5M 5.4k 275.30
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $1.5M 37k 39.27
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $1.4M 20k 72.05
Lam Research Corporation (LRCX) 0.0 $1.4M 1.3k 1064.72
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.0 $1.4M 60k 23.22
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $1.4M 2.6k 535.08
Union Pacific Corporation (UNP) 0.0 $1.4M 6.2k 226.24
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $1.4M 22k 62.87
Pacer Fds Tr Developed Mrkt (ICOW) 0.0 $1.4M 46k 30.36
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $1.4M 12k 112.37
salesforce (CRM) 0.0 $1.4M 5.3k 257.12
Ishares Tr Msci Eafe Etf (EFA) 0.0 $1.3M 17k 78.33
WesBan (WSBC) 0.0 $1.3M 48k 27.91
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $1.3M 23k 58.52
Nextera Energy (NEE) 0.0 $1.3M 19k 70.81
Owl Rock Capital Corporation (OBDC) 0.0 $1.3M 86k 15.36
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $1.3M 35k 37.95
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $1.3M 10k 127.18
Boeing Company (BA) 0.0 $1.3M 7.2k 182.01
Accenture Plc Ireland Shs Class A (ACN) 0.0 $1.3M 4.3k 303.39
Workiva Com Cl A (WK) 0.0 $1.3M 18k 72.99
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.0 $1.3M 58k 21.82
Servicenow (NOW) 0.0 $1.3M 1.6k 786.75
At&t (T) 0.0 $1.3M 66k 19.11
McKesson Corporation (MCK) 0.0 $1.2M 2.0k 584.15
Emerson Electric (EMR) 0.0 $1.2M 11k 110.16
Walt Disney Company (DIS) 0.0 $1.2M 12k 99.29
American Tower Reit (AMT) 0.0 $1.1M 5.8k 194.37
Starbucks Corporation (SBUX) 0.0 $1.1M 15k 77.85
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $1.1M 13k 84.04
Philip Morris International (PM) 0.0 $1.1M 11k 101.33
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.0 $1.1M 28k 38.70
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.0 $1.1M 48k 22.65
Mastercard Incorporated Cl A (MA) 0.0 $1.1M 2.5k 441.24
Intuit (INTU) 0.0 $1.1M 1.6k 657.33
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $1.1M 27k 39.34
Fiserv (FI) 0.0 $1.1M 7.1k 149.04
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.0 $1.0M 22k 47.19
Vanguard Index Fds Growth Etf (VUG) 0.0 $1.0M 2.8k 374.01
Hubbell (HUBB) 0.0 $1.0M 2.8k 365.48
Parker-Hannifin Corporation (PH) 0.0 $1.0M 2.0k 505.81
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $1.0M 19k 53.56
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $999k 9.8k 102.30
Intel Corporation (INTC) 0.0 $978k 32k 30.97
American Express Company (AXP) 0.0 $961k 4.1k 231.57
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $955k 12k 81.16
Trane Technologies SHS (TT) 0.0 $949k 2.9k 328.93
Waste Management (WM) 0.0 $942k 4.4k 213.36
Consolidated Edison (ED) 0.0 $939k 11k 89.42
Intuitive Surgical Com New (ISRG) 0.0 $919k 2.1k 444.85
Arthur J. Gallagher & Co. (AJG) 0.0 $898k 3.5k 259.29
Wells Fargo & Company (WFC) 0.0 $892k 15k 59.39
Synopsys (SNPS) 0.0 $874k 1.5k 595.06
Ishares Tr Ibonds Dec24 Etf (IBDP) 0.0 $855k 34k 25.13
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.0 $844k 26k 32.89
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $842k 11k 77.14
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $824k 17k 47.45
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.0 $811k 28k 28.67
Innovator Etfs Trust Intrnl Dev Aprl (IAPR) 0.0 $805k 30k 27.04
Ford Motor Company (F) 0.0 $801k 64k 12.54
Raytheon Technologies Corp (RTX) 0.0 $790k 7.9k 100.38
MDU Resources (MDU) 0.0 $772k 31k 25.10
Ishares Msci Emrg Chn (EMXC) 0.0 $764k 13k 59.20
Ishares Tr Select Divid Etf (DVY) 0.0 $758k 6.3k 120.98
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $748k 28k 26.56
Wec Energy Group (WEC) 0.0 $733k 9.3k 78.46
Marathon Petroleum Corp (MPC) 0.0 $728k 4.2k 173.46
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $713k 6.3k 113.46
Putnam Etf Trust Focused Lar Cap (PVAL) 0.0 $709k 20k 36.30
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $708k 14k 51.30
Stryker Corporation (SYK) 0.0 $705k 2.1k 340.19
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $694k 12k 56.88
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $687k 7.3k 93.81
Comcast Corp Cl A (CMCSA) 0.0 $686k 18k 39.16
Honeywell International (HON) 0.0 $684k 3.2k 213.54
Eaton Corp SHS (ETN) 0.0 $672k 2.1k 313.58
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $666k 13k 51.09
Ishares Tr Esg Scrnd S&p Sm (XJR) 0.0 $664k 18k 37.87
J P Morgan Exchange Traded F Income Etf (JPIE) 0.0 $664k 15k 45.46
Caesars Entertainment (CZR) 0.0 $663k 17k 39.74
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.0 $660k 20k 33.03
Bayfirst Financial Corp (BAFN) 0.0 $652k 56k 11.62
Lowe's Companies (LOW) 0.0 $647k 2.9k 220.47
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.0 $646k 26k 24.86
Medtronic SHS (MDT) 0.0 $642k 8.2k 78.71
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $638k 2.6k 242.07
First Tr Nas100 Eq Weighted SHS (QQEW) 0.0 $634k 5.1k 123.29
Select Sector Spdr Tr Financial (XLF) 0.0 $632k 15k 41.11
Ishares Tr Ibonds Dec 25 (IBMN) 0.0 $632k 24k 26.48
Ishares Tr Ibonds Dec (IBMM) 0.0 $631k 24k 26.05
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.0 $626k 25k 24.67
Ishares Tr Russell 3000 Etf (IWV) 0.0 $622k 2.0k 308.65
Ishares Tr Ibonds Dec 26 (IBMO) 0.0 $614k 24k 25.32
Mondelez Intl Cl A (MDLZ) 0.0 $612k 9.4k 65.44
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $608k 5.4k 112.63
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $608k 5.7k 107.11
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $603k 35k 17.36
Nike CL B (NKE) 0.0 $595k 7.9k 75.37
Danaher Corporation (DHR) 0.0 $588k 2.4k 249.85
Enterprise Products Partners (EPD) 0.0 $579k 20k 28.98
Public Service Enterprise (PEG) 0.0 $577k 7.8k 73.70
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $574k 5.9k 96.62
Ishares Tr Glob Indstrl Etf (EXI) 0.0 $568k 4.2k 135.09
General Mills (GIS) 0.0 $561k 8.9k 63.26
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $556k 30k 18.72
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $544k 3.1k 173.81
Sempra Energy (SRE) 0.0 $543k 7.1k 76.06
CSX Corporation (CSX) 0.0 $541k 16k 33.45
Cummins (CMI) 0.0 $539k 1.9k 276.99
AFLAC Incorporated (AFL) 0.0 $526k 5.9k 89.31
Totalenergies Se Sponsored Ads (TTE) 0.0 $525k 7.9k 66.68
Novo-nordisk A S Adr (NVO) 0.0 $522k 3.7k 142.74
Knife River Corp Common Stock (KNF) 0.0 $520k 7.4k 70.14
Vanguard World Industrial Etf (VIS) 0.0 $511k 2.2k 235.22
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $511k 21k 24.49
Microchip Technology (MCHP) 0.0 $509k 5.6k 91.50
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $503k 2.8k 182.40
Colgate-Palmolive Company (CL) 0.0 $498k 5.1k 97.03
Regeneron Pharmaceuticals (REGN) 0.0 $497k 473.00 1051.03
Ishares Tr U.s. Tech Etf (IYW) 0.0 $496k 3.3k 150.50
Micron Technology (MU) 0.0 $490k 3.7k 131.54
Norfolk Southern (NSC) 0.0 $489k 2.3k 214.69
Charles Schwab Corporation (SCHW) 0.0 $488k 6.6k 73.69
Brookfield Infrast Partners Lp Int Unit (BIP) 0.0 $487k 18k 27.44
Allstate Corporation (ALL) 0.0 $483k 3.0k 159.66
Kla Corp Com New (KLAC) 0.0 $483k 586.00 824.51
Premier Cl A (PINC) 0.0 $482k 26k 18.67
Oneok (OKE) 0.0 $476k 5.8k 81.55
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.0 $470k 18k 25.72
Keurig Dr Pepper (KDP) 0.0 $468k 14k 33.40
Flex Ord (FLEX) 0.0 $466k 16k 29.49
Vir Biotechnology (VIR) 0.0 $457k 51k 8.90
PNC Financial Services (PNC) 0.0 $457k 2.9k 155.49
Sherwin-Williams Company (SHW) 0.0 $454k 1.5k 298.43
Global Payments (GPN) 0.0 $453k 4.7k 96.70
Erie Indty Cl A (ERIE) 0.0 $451k 1.2k 362.54
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $444k 1.7k 260.70
Travelers Companies (TRV) 0.0 $440k 2.2k 203.29
Pacer Fds Tr Globl Cash Etf (GCOW) 0.0 $439k 13k 33.72
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $431k 27k 16.22
Williams Companies (WMB) 0.0 $428k 10k 42.50
Ishares Tr Ibonds Dec 27 (IBMP) 0.0 $428k 17k 25.01
L3harris Technologies (LHX) 0.0 $424k 1.9k 224.58
GSK Sponsored Adr (GSK) 0.0 $423k 11k 38.50
Constellation Energy (CEG) 0.0 $420k 2.1k 200.27
Blackstone Group Inc Com Cl A (BX) 0.0 $420k 3.4k 123.81
Dupont De Nemours (DD) 0.0 $416k 5.2k 80.48
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $416k 12k 35.08
Paychex (PAYX) 0.0 $415k 3.5k 118.56
Vanguard World Consum Stp Etf (VDC) 0.0 $415k 2.0k 203.03
Vanguard World Financials Etf (VFH) 0.0 $414k 4.1k 99.88
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $414k 8.5k 48.54
Marsh & McLennan Companies (MMC) 0.0 $412k 2.0k 210.76
RPM International (RPM) 0.0 $409k 3.8k 107.68
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $406k 50k 8.17
Bristol Myers Squibb (BMY) 0.0 $395k 9.5k 41.53
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.0 $389k 9.7k 40.23
International Paper Company (IP) 0.0 $388k 9.0k 43.15
W.W. Grainger (GWW) 0.0 $381k 422.00 902.24
Garmin SHS (GRMN) 0.0 $377k 2.3k 162.93
Ishares Tr Ibonds Dec 28 (IBMQ) 0.0 $372k 15k 25.02
Boston Scientific Corporation (BSX) 0.0 $371k 4.8k 77.01
Cbiz (CBZ) 0.0 $371k 5.0k 74.10
Ishares Tr Global Tech Etf (IXN) 0.0 $366k 4.4k 82.82
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.0 $361k 10k 34.66
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $360k 4.4k 81.08
Celanese Corporation (CE) 0.0 $356k 2.6k 134.89
First Tr Exchange-traded No Amer Energy (EMLP) 0.0 $355k 12k 30.46
Coherent Corp (COHR) 0.0 $348k 4.8k 72.46
Cigna Corp (CI) 0.0 $348k 1.1k 330.57
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.0 $348k 7.0k 50.03
Wp Carey (WPC) 0.0 $345k 6.3k 55.05
Vanguard Index Fds Small Cp Etf (VB) 0.0 $344k 1.6k 218.00
PPG Industries (PPG) 0.0 $343k 2.7k 125.90
Snap-on Incorporated (SNA) 0.0 $342k 1.3k 261.47
American Electric Power Company (AEP) 0.0 $336k 3.8k 87.73
Ge Aerospace Com New (GE) 0.0 $336k 2.1k 158.96
Nucor Corporation (NUE) 0.0 $333k 2.1k 158.09
Heartland Financial USA (HTLF) 0.0 $330k 7.4k 44.45
Digital Realty Trust (DLR) 0.0 $328k 2.2k 152.05
Ishares Silver Tr Ishares (SLV) 0.0 $326k 12k 26.57
Republic Services (RSG) 0.0 $325k 1.7k 194.34
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) 0.0 $324k 4.0k 80.63
Unilever Spon Adr New (UL) 0.0 $320k 5.8k 54.99
Chipotle Mexican Grill (CMG) 0.0 $320k 5.1k 62.65
Morgan Stanley Com New (MS) 0.0 $318k 3.3k 97.19
First Interstate Bancsystem (FIBK) 0.0 $314k 11k 27.77
FedEx Corporation (FDX) 0.0 $313k 1.0k 299.70
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $307k 5.1k 60.08
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $304k 2.5k 119.32
Select Sector Spdr Tr Energy (XLE) 0.0 $303k 3.3k 91.14
Old Republic International Corporation (ORI) 0.0 $301k 9.7k 30.90
Paypal Holdings (PYPL) 0.0 $300k 5.2k 58.03
Clorox Company (CLX) 0.0 $299k 2.2k 136.47
Dow (DOW) 0.0 $298k 5.6k 53.05
Vanguard World Materials Etf (VAW) 0.0 $298k 1.5k 192.63
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $298k 4.4k 68.14
Solventum Corp Com Shs (SOLV) 0.0 $294k 5.6k 52.88
Eaton Vance Tax-advntg Glbl Di (ETG) 0.0 $291k 16k 18.61
Enbridge (ENB) 0.0 $288k 8.1k 35.59
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $285k 6.9k 41.53
Citigroup Com New (C) 0.0 $284k 4.5k 63.46
Newmont Mining Corporation (NEM) 0.0 $283k 6.7k 41.87
Timken Company (TKR) 0.0 $280k 3.5k 80.13
United States Cellular Corporation (USM) 0.0 $279k 5.0k 55.82
Innovator Etfs Trust Intrnl Dev Jan (IJAN) 0.0 $278k 8.8k 31.41
Becton, Dickinson and (BDX) 0.0 $274k 1.2k 233.71
Silverback Therapeutics (SPRY) 0.0 $274k 32k 8.51
Zoetis Cl A (ZTS) 0.0 $272k 1.6k 173.36
Vanguard World Comm Srvc Etf (VOX) 0.0 $271k 2.0k 138.20
Curtiss-Wright (CW) 0.0 $269k 992.00 270.94
Hartford Financial Services (HIG) 0.0 $268k 2.7k 100.54
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.0 $268k 5.0k 53.24
Essex Property Trust (ESS) 0.0 $266k 977.00 272.20
Hewlett Packard Enterprise (HPE) 0.0 $265k 13k 21.17
Pembina Pipeline Corp (PBA) 0.0 $265k 7.1k 37.08
BP Sponsored Adr (BP) 0.0 $264k 7.3k 36.10
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.0 $261k 6.8k 38.29
Amphenol Corp Cl A (APH) 0.0 $260k 3.9k 67.37
Extra Space Storage (EXR) 0.0 $260k 1.7k 155.41
Best Buy (BBY) 0.0 $260k 3.1k 84.29
CVS Caremark Corporation (CVS) 0.0 $258k 4.4k 59.07
Tc Energy Corp (TRP) 0.0 $258k 6.8k 37.90
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.0 $256k 1.3k 197.39
Howmet Aerospace (HWM) 0.0 $254k 3.3k 77.62
First Tr Value Line Divid In SHS (FVD) 0.0 $252k 6.2k 40.75
Gilead Sciences (GILD) 0.0 $252k 3.7k 68.61
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $252k 5.3k 47.37
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $250k 14k 17.86
Exelon Corporation (EXC) 0.0 $250k 7.2k 34.61
Public Storage (PSA) 0.0 $249k 867.00 287.65
American States Water Company (AWR) 0.0 $248k 3.4k 72.57
PPL Corporation (PPL) 0.0 $247k 8.9k 27.65
Shopify Cl A (SHOP) 0.0 $246k 3.7k 66.05
Devon Energy Corporation (DVN) 0.0 $244k 5.2k 47.40
Corteva (CTVA) 0.0 $241k 4.5k 53.95
Ishares Tr Rus 1000 Etf (IWB) 0.0 $240k 807.00 297.54
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $239k 12k 19.97
MetLife (MET) 0.0 $236k 3.4k 70.20
Northrop Grumman Corporation (NOC) 0.0 $235k 539.00 435.95
Omni (OMC) 0.0 $234k 2.6k 89.70
Kkr & Co (KKR) 0.0 $233k 2.2k 105.24
Shell Spon Ads (SHEL) 0.0 $232k 3.2k 72.19
Dick's Sporting Goods (DKS) 0.0 $231k 1.1k 214.85
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.0 $230k 5.9k 38.85
Federated Hermes CL B (FHI) 0.0 $230k 7.0k 32.88
Ingersoll Rand (IR) 0.0 $229k 2.5k 90.84
Ishares Tr Ishares Biotech (IBB) 0.0 $228k 1.7k 137.26
National Fuel Gas (NFG) 0.0 $227k 4.2k 54.19
Mccormick & Co Com Non Vtg (MKC) 0.0 $227k 3.2k 70.94
Centene Corporation (CNC) 0.0 $227k 3.4k 66.30
Legg Mason Etf Invt Clearbrideg Lr (LRGE) 0.0 $227k 3.2k 69.82
Federal Agric Mtg Corp CL C (AGM) 0.0 $224k 1.2k 180.82
Cadence Bank (CADE) 0.0 $224k 7.9k 28.28
Ameriprise Financial (AMP) 0.0 $222k 519.00 427.19
M&T Bank Corporation (MTB) 0.0 $221k 1.5k 151.35
Delta Air Lines Inc Del Com New (DAL) 0.0 $221k 4.7k 47.44
Ishares Tr Global Energ Etf (IXC) 0.0 $220k 5.3k 41.51
Interactive Brokers Group In Com Cl A (IBKR) 0.0 $220k 1.8k 122.60
Fifth Third Ban (FITB) 0.0 $218k 6.0k 36.49
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.0 $217k 4.3k 50.52
Chubb (CB) 0.0 $217k 851.00 255.08
Cardinal Health (CAH) 0.0 $217k 2.2k 98.34
Edwards Lifesciences (EW) 0.0 $216k 2.3k 92.37
Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $214k 9.0k 23.73
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $213k 2.5k 83.76
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $213k 2.0k 106.66
Church & Dwight (CHD) 0.0 $213k 2.1k 103.68
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.0 $212k 5.1k 41.81
Sprouts Fmrs Mkt (SFM) 0.0 $212k 2.5k 83.66
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.0 $211k 2.4k 88.73
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $211k 2.1k 100.71
Select Sector Spdr Tr Indl (XLI) 0.0 $211k 1.7k 121.87
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.0 $210k 2.9k 73.60
Anthem (ELV) 0.0 $209k 386.00 541.86
S&p Global (SPGI) 0.0 $208k 466.00 446.00
LKQ Corporation (LKQ) 0.0 $208k 5.0k 41.59
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.0 $207k 3.5k 59.46
Builders FirstSource (BLDR) 0.0 $206k 1.5k 138.41
Quanta Services (PWR) 0.0 $205k 808.00 254.09
Barrick Gold Corp (GOLD) 0.0 $204k 12k 16.68
Hcw Biologics (HCWB) 0.0 $181k 280k 0.65
Agnc Invt Corp Com reit (AGNC) 0.0 $167k 18k 9.54
Key (KEY) 0.0 $163k 11k 14.21
Bridgewater Bancshares (BWB) 0.0 $152k 13k 11.61
Hanesbrands (HBI) 0.0 $127k 26k 4.93
Spectral Ai Com Cl A (MDAI) 0.0 $113k 64k 1.76
DNP Select Income Fund (DNP) 0.0 $98k 12k 8.22
Warner Bros Discovery Com Ser A (WBD) 0.0 $78k 11k 7.44
Mira Pharmaceuticals (MIRA) 0.0 $76k 119k 0.64
Knightscope Class A Com (KSCP) 0.0 $67k 219k 0.31
Lantern Pharma (LTRN) 0.0 $54k 12k 4.67
Cadrenal Therapeutics (CVKD) 0.0 $53k 113k 0.47
Telefonica S A Sponsored Adr (TEF) 0.0 $49k 12k 4.21
Intuitive Machines Class A Com (LUNR) 0.0 $44k 13k 3.30
Nano Dimension Sponsord Ads New (NNDM) 0.0 $33k 15k 2.20
Abvc Biopharma Com New (ABVC) 0.0 $30k 39k 0.77
Organogenesis Hldgs (ORGO) 0.0 $29k 10k 2.80
High Tide Com New (HITI) 0.0 $28k 13k 2.21
Plug Power Com New (PLUG) 0.0 $25k 11k 2.33
Cero Therapeutics Hldgs Class A Com (CERO) 0.0 $24k 80k 0.30
Xilio Therapeutics (XLO) 0.0 $24k 25k 0.95
Hub Cyber Security Ord Shs New (HUBC) 0.0 $15k 18k 0.82
Gritstone Oncology Ord (GRTS) 0.0 $11k 18k 0.62
Asensus Surgical (ASXC) 0.0 $4.3k 13k 0.33