Beaumont Financial Advisors

Beaumont Financial Advisors as of March 31, 2026

Portfolio Holdings for Beaumont Financial Advisors

Beaumont Financial Advisors holds 369 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
Apple Stock (AAPL) 4.5 $65M 257k 253.79
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 4.5 $65M 647k 100.66
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 4.2 $62M 215k 287.56
Ishares Core S&p 500 Etf Etf (IVV) 4.1 $59M 91k 653.21
Microsoft Corp Stock (MSFT) 2.8 $40M 109k 370.17
Ishares Core S&p Mid-cap Etf Etf (IJH) 2.6 $38M 565k 67.53
Strategas Macro Thematic Opportunities Etf Etf (SAMT) 2.6 $37M 952k 39.27
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 2.5 $36M 249k 144.71
Nvidia Corporation Stock (NVDA) 2.5 $36M 206k 174.40
Amazon Stock (AMZN) 2.2 $32M 153k 208.27
Jpmorgan Equity Focus Etf Etf (JPEF) 1.9 $28M 393k 71.81
Johnson & Johnson Stock (JNJ) 1.9 $28M 115k 244.44
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.9 $27M 57k 479.20
Sprott Asset Management Lp Physical Gold An Cef (CEF) 1.9 $27M 565k 47.72
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 1.8 $26M 445k 59.03
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 1.8 $26M 282k 91.64
Vanguard Growth Etf Etf (VUG) 1.7 $25M 58k 436.79
Meta Platforms Inc Cl A Stock (META) 1.6 $23M 40k 572.13
Mcdonalds Corp Stock (MCD) 1.6 $23M 73k 310.79
Fidelity Fundamental Global Ex-u.s. Etf Etf (FFGX) 1.5 $21M 695k 30.48
Vanguard S&p 500 Etf Etf (VOO) 1.4 $21M 35k 597.55
Lowes Cos Stock (LOW) 1.4 $20M 87k 236.28
Visa Inc Com Cl A Stock (V) 1.3 $19M 63k 302.24
Allspring Core Plus Etf Etf (APLU) 1.2 $18M 711k 24.68
Freedom 100 Emerging Markets Etf Etf (FRDM) 1.2 $17M 313k 54.65
Dicks Sporting Goods Stock (DKS) 1.1 $16M 79k 198.29
Simplify Managed Futures Strategy Etf Etf (CTA) 1.0 $15M 501k 30.22
Pepsico Stock (PEP) 1.0 $15M 98k 155.29
Vaneck Real Assets Etf Etf (RAAX) 1.0 $15M 363k 40.71
Vistashares Artificial Intelligence Supercycle Etf Etf (AIS) 1.0 $15M 351k 41.91
Vaneck Emerging Markets Bond Etf Etf (EMBX) 1.0 $14M 286k 50.11
Ishares Core Dividend Growth Etf Etf (DGRO) 1.0 $14M 198k 70.18
Grayscale Bitcoin Trust Etf Etf (GBTC) 0.9 $14M 259k 52.76
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI) 0.9 $13M 505k 25.55
First Trust Wcm International Equity Etf Etf (WCMI) 0.9 $13M 767k 16.77
Vaneck Clo Etf Etf (CLOI) 0.8 $12M 224k 52.70
First Trust Dow Jones Internet Index Fund Etf (FDN) 0.7 $10M 44k 234.03
Ishares Core High Dividend Etf Etf (HDV) 0.7 $10M 75k 135.72
Vaneck Natural Resources Etf Etf (HAP) 0.7 $9.5M 131k 72.47
Pacer Global Cash Cows Dividend Etf Etf (GCOW) 0.6 $8.9M 193k 46.24
Ishares Select Dividend Etf Etf (DVY) 0.6 $8.6M 57k 151.41
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.6 $8.4M 29k 286.86
Jpmorgan Active Growth Etf Etf (JGRO) 0.6 $8.4M 99k 84.52
State Street Ig Public & Private Credit Etf Etf (PRIV) 0.6 $8.3M 331k 25.23
Cambria Tail Risk Etf Etf (TAIL) 0.6 $8.3M 711k 11.71
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.5 $7.8M 80k 96.70
American Elec Pwr Stock (AEP) 0.5 $7.7M 59k 131.08
Ishares Defense Industrials Active Etf Etf (IDEF) 0.5 $7.5M 229k 32.72
First Trust Structured Credit Income Opportunities Etf Etf (SCIO) 0.5 $7.2M 351k 20.64
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) 0.5 $7.1M 77k 92.69
Abbott Laboratories Stock (ABT) 0.5 $7.1M 69k 102.67
Federated Hermes Total Return Bond Etf Etf (FTRB) 0.5 $6.9M 274k 25.14
Vanguard Value Etf Etf (VTV) 0.5 $6.7M 34k 196.20
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS) 0.4 $6.2M 176k 35.44
Invesco Variable Rate Investment Grade Etf Etf (VRIG) 0.4 $6.1M 245k 25.04
Salesforce Stock (CRM) 0.4 $6.0M 32k 186.67
Waste Connections Stock (WCN) 0.4 $5.4M 33k 162.44
Tjx Cos Stock (TJX) 0.4 $5.1M 32k 159.70
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.3 $5.1M 24k 208.05
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) 0.3 $4.7M 62k 76.54
Jpmorgan Chase & Co Stock (JPM) 0.3 $4.7M 16k 294.15
Vistashares Target 15 Berkshire Select Income Etf Etf (OMAH) 0.3 $4.6M 256k 18.02
Grayscale Bitcoin Mini Trust Etf Etf (BTC) 0.3 $4.4M 147k 29.99
Eli Lilly & Co Stock (LLY) 0.3 $4.3M 4.7k 919.70
Chevron Corporation Stock (CVX) 0.3 $4.2M 20k 206.90
Schwab U.s. Large-cap Etf Etf (SCHX) 0.3 $3.7M 145k 25.64
Vanguard Total Stock Market Etf Etf (VTI) 0.3 $3.7M 12k 320.81
Vanguard Large-cap Etf Etf (VV) 0.2 $3.6M 12k 298.85
Genpact Stock (G) 0.2 $3.6M 97k 37.25
Ishares Ibonds 1-5 Year Treasury Ladder Etf Etf (LDRT) 0.2 $3.6M 141k 25.25
Broadcom Stock (AVGO) 0.2 $3.5M 11k 309.51
Ishares Core S&p Small Cap Etf Etf (IJR) 0.2 $3.5M 28k 124.31
Bank America Corp Stock (BAC) 0.2 $3.5M 72k 48.75
Lam Research Corp Stock (LRCX) 0.2 $3.5M 16k 213.66
Nextera Energy Stock (NEE) 0.2 $3.4M 37k 92.88
General Dynamics Corp Stock (GD) 0.2 $3.3M 9.6k 343.22
Costco Wholesale Corporation Stock (COST) 0.2 $3.3M 3.3k 996.30
State Street Spdr S&p 500 Etf Etf (SPY) 0.2 $3.3M 5.0k 650.36
Philip Morris Intl Stock (PM) 0.2 $3.2M 20k 165.34
Fidelity Msci Utilities Index Etf Etf (FUTY) 0.2 $3.2M 53k 59.07
Exxon Mobil Corp Stock (XOM) 0.2 $2.9M 17k 169.66
Ishares Russell 1000 Growth Etf Etf (IWF) 0.2 $2.8M 6.6k 426.40
First Trust Smith Unconstrained Bond Etf Etf (UCON) 0.2 $2.7M 110k 24.77
Deere & Co Stock (DE) 0.2 $2.7M 4.7k 563.29
First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.2 $2.6M 38k 68.28
Vanguard Mid-cap Etf Etf (VO) 0.2 $2.6M 8.9k 287.18
Vaneck Semiconductor Etf Etf (SMH) 0.2 $2.5M 6.6k 383.39
American Express Stock (AXP) 0.2 $2.5M 8.3k 302.48
Sprott Asset Management Lp Physical Silver Cef (PSLV) 0.2 $2.5M 103k 24.39
Procter & Gamble Stock (PG) 0.2 $2.5M 17k 144.44
Vanguard Small-cap Etf Etf (VB) 0.2 $2.3M 8.7k 261.93
Walmart Stock (WMT) 0.2 $2.2M 18k 124.28
Home Depot Stock (HD) 0.1 $2.2M 6.6k 328.89
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.1 $2.1M 38k 56.68
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.1 $2.1M 72k 29.13
Fidelity Msci Energy Index Etf Etf (FENY) 0.1 $2.1M 61k 34.02
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP) 0.1 $2.0M 25k 81.98
T. Rowe Price Dividend Growth Etf Etf (TDVG) 0.1 $2.0M 44k 44.63
Vanguard Total Bond Market Etf Etf (BND) 0.1 $2.0M 27k 73.64
T. Rowe Price Ultra Short-term Bond Etf Etf (TBUX) 0.1 $1.9M 39k 49.75
Coca Cola Stock (KO) 0.1 $1.9M 25k 76.05
Fidelity Msci Consumer Staples Index Etf Etf (FSTA) 0.1 $1.9M 37k 52.33
Fidelity Msci Health Care Index Etf Etf (FHLC) 0.1 $1.9M 27k 70.36
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.1 $1.9M 60k 30.96
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $1.8M 3.2k 577.21
Merck & Co Stock (MRK) 0.1 $1.8M 15k 120.29
Fidelity Msci Materials Index Etf Etf (FMAT) 0.1 $1.8M 31k 57.64
Abbvie Stock (ABBV) 0.1 $1.7M 8.0k 217.48
Toast Inc Cl A Stock (TOST) 0.1 $1.7M 65k 26.51
Eastern Bankshares Stock (EBC) 0.1 $1.7M 87k 19.56
International Business Machs Stock (IBM) 0.1 $1.7M 6.9k 242.39
Fidelity Msci Communication Services Index Etf Etf (FCOM) 0.1 $1.7M 24k 68.12
Fidelity Msci Industrial Index Etf Etf (FIDU) 0.1 $1.7M 19k 86.52
Fidelity Msci Real Estate Index Etf Etf (FREL) 0.1 $1.6M 61k 26.91
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $1.6M 33k 49.89
Vaneck Uranium And Nuclear Etf Etf (NLR) 0.1 $1.6M 12k 133.19
Qualcomm Stock (QCOM) 0.1 $1.6M 12k 128.78
Rtx Corporation Stock (RTX) 0.1 $1.6M 8.2k 192.90
Mastercard Incorporated Cl A Stock (MA) 0.1 $1.6M 3.1k 499.73
Oracle Corp Stock (ORCL) 0.1 $1.5M 10k 147.11
Tesla Stock (TSLA) 0.1 $1.5M 4.1k 371.78
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.1 $1.5M 19k 79.27
Thermo Fisher Scientific Stock (TMO) 0.1 $1.5M 3.1k 491.57
Alps O'shares U.s. Quality Dividend Etf Etf (OUSA) 0.1 $1.5M 27k 55.67
Ishares National Muni Bond Etf Etf (MUB) 0.1 $1.5M 14k 106.15
Advanced Micro Devices Stock (AMD) 0.1 $1.5M 7.2k 203.43
Jpmorgan Municipal Etf Etf (JMUB) 0.1 $1.5M 29k 49.99
Amgen Stock (AMGN) 0.1 $1.5M 4.2k 351.81
Carpenter Technology Corp Stock (CRS) 0.1 $1.5M 3.7k 394.15
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $1.4M 2.3k 616.82
Dell Technologies Inc Cl C Stock (DELL) 0.1 $1.4M 8.7k 164.13
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 0.1 $1.4M 56k 25.33
Ishares Biotechnology Etf Etf (IBB) 0.1 $1.4M 8.4k 168.85
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $1.4M 3.0k 463.22
State Street Industrial Select Sector Spdr Etf Etf (XLI) 0.1 $1.4M 8.4k 161.73
Sprott Active Gold & Silver Miners Etf Etf (GBUG) 0.1 $1.4M 30k 45.44
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $1.3M 21k 64.08
Caterpillar Stock (CAT) 0.1 $1.3M 1.9k 708.46
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE) 0.1 $1.3M 32k 40.10
Vaneck Intermediate Muni Etf Etf (ITM) 0.1 $1.3M 27k 46.43
Honeywell Intl Stock (HON) 0.1 $1.3M 5.6k 226.05
Doubleline Opportunistic Core Bond Etf Etf (DBND) 0.1 $1.3M 28k 45.81
Spdr Gold Shares Etf (GLD) 0.1 $1.2M 2.9k 430.29
Stryker Corporation Stock (SYK) 0.1 $1.2M 3.7k 328.59
Disney Walt Stock (DIS) 0.1 $1.2M 13k 96.38
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 0.1 $1.2M 50k 24.24
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.1 $1.2M 50k 24.24
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) 0.1 $1.2M 51k 23.26
Ishares Bitcoin Trust Etf Etf (IBIT) 0.1 $1.2M 31k 38.42
Progressive Corp Stock (PGR) 0.1 $1.2M 5.8k 198.23
Vanguard Real Estate Etf Etf (VNQ) 0.1 $1.1M 13k 88.70
Jpmorgan Active Value Etf Etf (JAVA) 0.1 $1.1M 16k 71.75
Vaneck Morningstar Smid Moat Etf Etf (SMOT) 0.1 $1.1M 32k 35.19
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.1 $1.1M 8.3k 132.89
Vanguard Short-term Treasury Etf Etf (VGSH) 0.1 $1.1M 19k 58.54
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.1 $1.1M 22k 50.61
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $1.1M 35k 30.68
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $1.1M 5.0k 213.66
Texas Instrs Stock (TXN) 0.1 $1.0M 5.4k 194.13
State Street Communication Services Select Sector Spdr Etf Etf (XLC) 0.1 $1.0M 9.3k 110.86
Ishares Silver Trust Etf (SLV) 0.1 $1.0M 15k 68.14
State Street Health Care Select Sector Spdr Etf Etf (XLV) 0.1 $1.0M 6.8k 146.61
Ishares Msci Eafe Etf Etf (EFA) 0.1 $990k 10k 97.13
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $978k 6.6k 148.10
Franklin U.s. Mid Cap Multifactor Index Etf Etf (FLQM) 0.1 $975k 18k 54.93
Vanguard Mega Cap Etf Etf (MGC) 0.1 $973k 4.1k 236.33
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.1 $970k 19k 52.56
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.1 $955k 31k 30.50
Revolution Medicines Stock (RVMD) 0.1 $953k 9.8k 97.25
Lockheed Martin Corp Stock (LMT) 0.1 $945k 1.6k 604.50
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.1 $931k 8.5k 109.69
Reddit Inc Cl A Stock (RDDT) 0.1 $918k 6.8k 134.65
Automatic Data Processing Stock (ADP) 0.1 $907k 4.5k 203.16
Union Pac Corp Stock (UNP) 0.1 $898k 3.7k 242.65
Fastenal Stock (FAST) 0.1 $897k 19k 46.40
Parker-hannifin Corp Tted (PH) 0.1 $882k 985.00 895.58
Asml Hldg Nv N Y Registry Adr (ASML) 0.1 $867k 657.00 1320.13
Kkr & Co Stock (KKR) 0.1 $867k 9.4k 92.50
Global X U.s. Infrastructure Development Etf Etf (PAVE) 0.1 $861k 17k 50.81
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.1 $847k 11k 75.10
Southern Stock (SO) 0.1 $840k 8.7k 96.52
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.1 $835k 17k 49.37
Danaher Corp Del Stock (DHR) 0.1 $827k 4.4k 189.59
Illinois Tool Wks Stock (ITW) 0.1 $825k 3.2k 260.29
Cisco Sys Stock (CSCO) 0.1 $819k 11k 77.59
Ishares Semiconductor Etf Etf (SOXX) 0.1 $802k 2.4k 328.67
Ishares Russell Midcap Etf Etf (IWR) 0.1 $794k 8.2k 97.23
Ge Aerospace Stock (GE) 0.1 $785k 2.8k 283.80
Expeditors Intl Wash Stock (EXPD) 0.1 $781k 5.5k 143.23
Jpmorgan Income Etf Etf (JPIE) 0.1 $773k 17k 46.07
Vanguard Extended Market Etf Etf (VXF) 0.1 $765k 3.7k 205.80
S&p Global Stock (SPGI) 0.1 $731k 1.7k 425.37
Waste Mgmt Inc Del Stock (WM) 0.0 $725k 3.2k 229.79
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.0 $723k 6.8k 106.01
Abrdn Physical Gold Shares Etf Etf (SGOL) 0.0 $722k 16k 44.62
Intel Corp Stock (INTC) 0.0 $719k 16k 44.13
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.0 $718k 1.00 718140.00
Intercontinental Exchange Stock (ICE) 0.0 $701k 4.5k 157.28
Vanguard Mega Cap Growth Etf Etf (MGK) 0.0 $698k 1.9k 367.35
Sherwin Williams Stock (SHW) 0.0 $690k 2.2k 320.57
Ge Vernova Stock (GEV) 0.0 $677k 776.00 872.90
Fidelity Nasdaq Composite Index Etf Etf (ONEQ) 0.0 $659k 7.8k 84.91
State Street Spdr S&p Dividend Etf Etf (SDY) 0.0 $655k 4.5k 145.93
Motorola Solutions Stock (MSI) 0.0 $648k 1.5k 433.97
Ishares Msci Israel Etf Etf (EIS) 0.0 $644k 5.6k 116.04
Vistashares Electrification Supercycle Etf Etf (POW) 0.0 $644k 27k 24.24
Arrowhead Pharmaceuticals Stock (ARWR) 0.0 $642k 10k 62.70
Kimberly-clark Corp Stock (KMB) 0.0 $641k 6.6k 96.47
Roper Technologies Stock (ROP) 0.0 $639k 1.8k 353.86
Amphenol Corp Cl A Stock (APH) 0.0 $620k 4.9k 126.35
Ciena Corp Stock (CIEN) 0.0 $614k 1.6k 388.23
Sprott Gold Miners Etf Etf (SGDM) 0.0 $613k 8.1k 75.49
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA) 0.0 $611k 13k 47.59
Vicor Corp Stock (VICR) 0.0 $606k 3.8k 161.00
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.0 $602k 8.2k 73.14
Micron Technology Stock (MU) 0.0 $591k 1.7k 337.82
First Trust North American Energy Infrastructure Fund Etf (EMLP) 0.0 $573k 13k 43.66
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.0 $571k 3.7k 155.12
Unitedhealth Group Stock (UNH) 0.0 $563k 2.1k 270.57
Schwab U.s. Small-cap Etf Etf (SCHA) 0.0 $560k 19k 29.08
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $558k 2.8k 198.30
Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $551k 5.4k 102.25
Church & Dwight Stock (CHD) 0.0 $550k 5.9k 93.32
Vistashares Target 15 S&p 100 Distribution Etf Etf (SIOO) 0.0 $545k 29k 18.57
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.0 $539k 4.1k 132.50
Invesco Nasdaq 100 Etf Etf (QQQM) 0.0 $538k 2.3k 237.63
Goldman Sachs Group Stock (GS) 0.0 $537k 635.00 846.32
Jpmorgan Active Bond Etf Etf (JBND) 0.0 $529k 9.8k 53.77
Bristol-myers Squibb Stock (BMY) 0.0 $528k 8.7k 60.65
Alerian Mlp Etf Etf (AMLP) 0.0 $524k 10k 52.64
State Street Spdr S&p Biotech Etf Etf (XBI) 0.0 $523k 4.1k 127.73
Comcast Corp New Cl A Stock (CMCSA) 0.0 $507k 18k 28.71
Linde Stock (LIN) 0.0 $506k 1.0k 495.59
Shell Plc Spon Ads Adr (SHEL) 0.0 $505k 5.4k 93.00
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $504k 4.5k 113.11
Netflix Stock (NFLX) 0.0 $503k 5.2k 96.15
State Street Energy Select Sector Spdr Etf Etf (XLE) 0.0 $500k 8.2k 61.26
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.0 $496k 2.3k 218.78
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.0 $495k 4.6k 106.50
Sei Invts Stock (SEIC) 0.0 $494k 6.3k 78.47
Bain Cap Specialty Fin Inc Com Stk Cef (BCSF) 0.0 $488k 39k 12.40
Vaneck Preferred Securities Ex Financials Etf Etf (PFXF) 0.0 $484k 28k 17.54
Eaton Corp Stock (ETN) 0.0 $476k 1.3k 357.64
Ishares Russell 1000 Etf Etf (IWB) 0.0 $475k 1.3k 356.67
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.0 $473k 2.5k 191.84
American Tower Corp Reit (AMT) 0.0 $460k 2.7k 172.59
Ishares Msci Eurozone Etf Etf (EZU) 0.0 $455k 7.3k 62.64
Taiwan Semiconductor Manufact Adr (TSM) 0.0 $454k 1.3k 338.03
Check Point Software Tech Ltd Ord Stock (CHKP) 0.0 $453k 3.2k 142.85
Citigroup Stock (C) 0.0 $447k 3.9k 113.42
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $444k 6.4k 69.75
Vanguard Total International Stock Etf Etf (VXUS) 0.0 $441k 5.7k 77.11
At&t Stock (T) 0.0 $438k 15k 28.99
Global X 1-3 Month T-bill Etf Etf (CLIP) 0.0 $434k 4.3k 100.37
Abrdn Physical Silver Shares Etf Etf (SIVR) 0.0 $430k 6.0k 71.61
Constellation Energy Corp Stock (CEG) 0.0 $424k 1.5k 279.26
Cameco Corp Stock (CCJ) 0.0 $420k 3.9k 108.61
Aflac Stock (AFL) 0.0 $419k 3.8k 109.70
Starbucks Corp Stock (SBUX) 0.0 $419k 4.7k 89.60
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $415k 2.8k 146.28
Vanguard Mid-cap Value Etf Etf (VOE) 0.0 $408k 2.2k 184.28
Phillips 66 Stock (PSX) 0.0 $400k 2.2k 182.18
Northrop Grumman Corp Stock (NOC) 0.0 $396k 580.00 682.24
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $393k 4.7k 83.57
Applied Matls Stock (AMAT) 0.0 $392k 1.1k 341.69
Mckesson Corp Stock (MCK) 0.0 $389k 449.00 865.36
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.0 $388k 2.0k 191.95
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.0 $386k 4.0k 95.72
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $382k 4.2k 90.52
Riot Platforms Stock (RIOT) 0.0 $381k 31k 12.36
Travelers Companies Stock (TRV) 0.0 $374k 1.3k 291.75
Ishares Msci World Etf Etf (URTH) 0.0 $373k 2.1k 180.02
Coca Cola Cons Stock (COKE) 0.0 $366k 1.9k 191.74
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY) 0.0 $359k 3.3k 108.98
Defiance Connective Technologies Etf Etf (SIXG) 0.0 $352k 5.2k 68.18
State Street Doubleline Total Return Tactical Etf Etf (TOTL) 0.0 $352k 8.9k 39.73
Arista Networks Stock (ANET) 0.0 $348k 2.8k 122.78
Morgan Stanley Stock (MS) 0.0 $339k 2.1k 164.53
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $338k 3.6k 92.73
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $336k 1.6k 215.06
Norfolk Southn Corp Stock (NSC) 0.0 $334k 1.2k 287.00
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $326k 3.9k 82.75
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $321k 820.00 391.78
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.0 $320k 4.0k 79.06
Emerson Elec Stock (EMR) 0.0 $319k 2.4k 131.03
Everpure Inc Cl A Stock (PSTG) 0.0 $318k 5.4k 59.04
State Street Utilities Select Sector Spdr Etf Etf (XLU) 0.0 $316k 6.9k 45.89
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $316k 1.5k 211.15
Altria Group Stock (MO) 0.0 $314k 4.8k 65.99
Grayscale Ethereum Staking Mini Etf Etf (ETH) 0.0 $307k 16k 19.86
Intuitive Surgical Stock (ISRG) 0.0 $306k 663.00 460.99
Defiance Quantum Etf Etf (QTUM) 0.0 $305k 2.8k 107.31
Jpmorgan U.s. Tech Leaders Etf Etf (JTEK) 0.0 $303k 3.8k 79.54
Analog Devices Stock (ADI) 0.0 $302k 949.00 318.04
Howmet Aerospace Stock (HWM) 0.0 $300k 1.3k 230.46
Fqal Etf (FQAL) 0.0 $299k 4.1k 72.61
Sempra Stock (SRE) 0.0 $297k 3.1k 97.19
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB) 0.0 $296k 6.2k 47.82
First Trust Cloud Computing Etf Etf (SKYY) 0.0 $295k 2.7k 109.36
Eversource Energy Stock (ES) 0.0 $293k 4.2k 69.28
Iron Mtn Inc Del Reit (IRM) 0.0 $291k 2.9k 102.14
Snowflake Stock (SNOW) 0.0 $289k 1.9k 150.82
Constellation Brands Inc Cl A Stock (STZ) 0.0 $288k 1.9k 150.00
3M Stock (MMM) 0.0 $281k 1.9k 145.23
Boeing Stock (BA) 0.0 $280k 1.4k 198.96
Sprott Uranium Miners Etf Etf (URNM) 0.0 $280k 4.4k 63.15
Vaneck Bitcoin Etf Etf (HODL) 0.0 $280k 15k 19.16
Schwab Charles Corp Stock (SCHW) 0.0 $279k 3.0k 93.97
Wells Fargo & Co Stock (WFC) 0.0 $277k 3.5k 79.61
Global X Uranium Etf Etf (URA) 0.0 $276k 5.7k 48.43
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.0 $272k 5.6k 48.32
Allstate Corp Stock (ALL) 0.0 $270k 1.3k 207.38
The Cigna Group Stock (CI) 0.0 $267k 1.0k 266.75
State Street Spdr Nuveen Ice Municipal Bond Etf Etf (TFI) 0.0 $265k 5.8k 45.34
Duke Energy Corp Stock (DUK) 0.0 $265k 2.0k 130.94
Blackstone Stock (BX) 0.0 $264k 2.3k 114.99
Prologis Reit (PLD) 0.0 $264k 2.0k 132.18
Ishares Russell 2000 Etf Etf (IWM) 0.0 $263k 1.1k 247.93
Agnico Eagle Mines Stock (AEM) 0.0 $263k 1.3k 202.98
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $263k 803.00 327.15
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) 0.0 $262k 3.1k 85.16
Ishares International Smallcap Equity Factor Etf Etf (ISCF) 0.0 $254k 6.1k 41.79
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.0 $249k 611.00 407.69
Verizon Communications Stock (VZ) 0.0 $249k 5.0k 50.20
Nuveen Enhanced Yield U.s. Aggregate Bond Etf Etf (NUAG) 0.0 $243k 12k 21.03
Jpmorgan Short Duration Core Plus Etf Etf (JSCP) 0.0 $243k 5.1k 47.30
Amplify Cybersecurity Etf Etf (HACK) 0.0 $243k 3.2k 75.09
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) 0.0 $240k 12k 19.63
Global X Silver Miners Etf Etf (SIL) 0.0 $238k 2.6k 90.08
Foliobeyond Alternative Income And Interest Rate Hedge Etf Etf (RISR) 0.0 $238k 6.6k 36.22
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.0 $237k 2.5k 95.97
Gilead Sciences Stock (GILD) 0.0 $235k 1.7k 139.37
Marvell Technology Stock (MRVL) 0.0 $233k 2.4k 99.06
Alps Disruptive Technologies Etf Etf (DTEC) 0.0 $232k 5.4k 43.28
Texas Pacific Land Corporation Stock (TPL) 0.0 $231k 487.00 474.56
Uber Technologies Stock (UBER) 0.0 $229k 3.2k 71.93
Vertex Pharmaceuticals Stock (VRTX) 0.0 $228k 510.00 446.54
Booking Holdings Stock (BKNG) 0.0 $227k 54.00 4210.87
Ishares U.s. Industrials Etf Etf (IYJ) 0.0 $226k 1.5k 147.54
Boston Scientific Corp Stock (BSX) 0.0 $226k 3.6k 62.75
Ares Capital Corp Cef (ARCC) 0.0 $226k 13k 18.02
Vanguard Small Cap Value Etf Etf (VBR) 0.0 $226k 1.0k 217.25
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB) 0.0 $221k 4.6k 48.46
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 0.0 $213k 11k 19.53
Golub Cap Bdc Cef (GBDC) 0.0 $213k 17k 12.66
Intuit Stock (INTU) 0.0 $212k 491.00 432.50
L3harris Technologies Stock (LHX) 0.0 $209k 607.00 344.92
Oneok Stock (OKE) 0.0 $209k 2.3k 90.37
Public Svc Enterprise Group Stock (PEG) 0.0 $209k 2.6k 80.95
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $208k 865.00 239.85
Vanguard Total World Stock Etf Etf (VT) 0.0 $206k 1.5k 138.32
Nuveen Amt Free Mun Cr Cef (NVG) 0.0 $205k 17k 12.33
Vanguard Ftse Europe Etf Etf (VGK) 0.0 $203k 2.5k 82.42
Hewlett Packard Enterprise Stock (HPE) 0.0 $202k 8.5k 23.81
U.s. Global Go Gold And Precious Metal Miners Etf Etf (GOAU) 0.0 $201k 4.5k 44.36
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.0 $201k 5.2k 38.86
Vanguard Mega Cap Value Etf Etf (MGV) 0.0 $200k 1.4k 144.93
Hercules Capital Cef (HTGC) 0.0 $196k 13k 14.77
Eaton Vance Tax-managed Global Cef (EXG) 0.0 $184k 21k 8.66
Kenvue Stock (KVUE) 0.0 $178k 10k 17.24
Barings Bdc Cef (BBDC) 0.0 $150k 18k 8.23
Sono Tek Corp Stock (SOTK) 0.0 $149k 37k 4.06
Pennantpark Invt Corp Cef (PNNT) 0.0 $128k 28k 4.49
Crescent Cap Bdc Stock (CCAP) 0.0 $127k 10k 12.15
Blue Owl Capital Corporation Cef (OBDC) 0.0 $124k 11k 11.06
Ultrapar Participacoes Sa Sp Adr Rep Adr (UGP) 0.0 $115k 21k 5.51
Carlyle Secured Lending Cef (CGBD) 0.0 $110k 10k 10.94
Denison Mines Corp Stock (DNN) 0.0 $38k 11k 3.53
Fury Gold Mines Stock (FURY) 0.0 $7.3k 12k 0.61