C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors as of Dec. 31, 2025

Portfolio Holdings for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors holds 377 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPLG) 8.4 $140M 1.7M 80.22
Dimensional Etf Trust Us Core Equity 2 (DFAC) 6.7 $112M 2.8M 39.59
Blackrock Etf Trust Ishares Us Equit (DYNF) 3.5 $59M 973k 60.81
Vanguard Index Fds Growth Etf (VUG) 3.3 $55M 112k 487.86
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.2 $54M 868k 62.47
Ishares Core Msci Emkt (IEMG) 3.1 $52M 775k 67.22
Dimensional Etf Trust World Ex Us Core (DFAX) 3.0 $50M 1.5M 32.73
Ishares Tr S&p 500 Val Etf (IVE) 2.8 $48M 224k 212.07
Vanguard Index Fds Value Etf (VTV) 2.5 $42M 222k 190.99
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 2.4 $40M 669k 59.28
Dimensional Etf Trust Us Core Equity 1 (DCOR) 2.0 $34M 463k 73.63
Spdr Series Trust State Street Spd (SPYG) 1.9 $32M 296k 106.70
Apple (AAPL) 1.8 $30M 110k 271.86
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.6 $27M 134k 198.62
Ishares Tr Msci Usa Mmentm (MTUM) 1.5 $25M 98k 250.31
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.3 $22M 459k 48.32
Blackrock Etf Trust Ishares A I Inno (BAI) 1.3 $22M 665k 33.30
Blackrock Etf Trust Ishares Us Thema (THRO) 1.3 $22M 568k 38.56
Ishares Tr TRS FLT RT BD (TFLO) 1.2 $21M 413k 50.46
Dimensional Etf Trust Intl Core Equity (DFIC) 1.2 $20M 571k 34.46
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $19M 31k 627.14
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $18M 29k 614.31
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $17M 322k 53.76
Microsoft Corporation (MSFT) 1.0 $17M 35k 483.62
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.0 $17M 67k 252.92
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.0 $16M 367k 44.41
Ishares Gold Tr Ishares New (IAU) 0.9 $15M 189k 81.17
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.9 $15M 286k 52.77
Ishares Tr Mbs Etf (MBB) 0.8 $14M 148k 95.22
Dimensional Etf Trust Short Duration F (DFSD) 0.8 $14M 284k 47.95
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $13M 161k 78.81
Vanguard Index Fds Small Cp Etf (VB) 0.7 $12M 45k 257.95
Global X Fds Defense Tech Etf (SHLD) 0.6 $11M 166k 64.79
NVIDIA Corporation (NVDA) 0.6 $11M 58k 186.50
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.6 $11M 103k 101.67
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $10M 20k 502.64
Ishares Tr Core S&p500 Etf (IVV) 0.6 $9.7M 14k 684.96
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.5 $8.9M 204k 43.64
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.5 $8.6M 203k 42.56
Dimensional Etf Trust Global Ex Us Cor (DFGX) 0.5 $8.3M 157k 52.63
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.5 $8.2M 248k 33.08
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $7.1M 10k 681.92
Dimensional Etf Trust Us Equity Market (DFUS) 0.4 $7.1M 95k 74.17
Dimensional Etf Trust Global Cr Etf (DGCB) 0.4 $7.0M 129k 54.24
Ishares Tr Ishares Semicdtr (SOXX) 0.4 $6.7M 22k 301.15
Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 0.4 $6.7M 205k 32.57
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $6.6M 121k 54.71
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) 0.4 $6.4M 165k 38.75
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.4 $6.4M 65k 98.32
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $6.4M 44k 143.52
Ishares Tr U.s. Tech Etf (IYW) 0.4 $6.4M 32k 199.68
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $6.4M 19k 335.27
Amazon (AMZN) 0.4 $6.3M 27k 230.82
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.4 $6.3M 134k 47.08
Spdr Series Trust State Street Spd (BIL) 0.4 $6.2M 68k 91.38
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $6.2M 79k 77.88
Vanguard Bd Index Fds Long Term Bond (BLV) 0.3 $5.8M 84k 69.52
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 0.3 $5.8M 135k 43.26
Innovator Etfs Trust Us Eqty Ultra B (UDEC) 0.3 $5.6M 142k 39.64
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) 0.3 $5.6M 152k 36.79
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) 0.3 $5.6M 139k 39.92
Innovator Etfs Trust Us Eqty Ultra B (USEP) 0.3 $5.5M 140k 39.33
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR) 0.3 $5.5M 137k 39.95
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV) 0.3 $5.5M 144k 38.06
Innovator Etfs Trust Us Eqty Ultra B (UOCT) 0.3 $5.5M 140k 39.04
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN) 0.3 $5.5M 146k 37.40
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY) 0.3 $5.4M 148k 36.57
Spdr Gold Tr Gold Shs (GLD) 0.3 $5.4M 14k 396.30
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) 0.3 $5.4M 164k 32.77
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.3 $5.3M 158k 33.51
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $5.2M 63k 82.32
Spdr Series Trust State Street Spd (SPAB) 0.3 $5.1M 196k 25.75
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.3 $5.0M 91k 54.84
Eli Lilly & Co. (LLY) 0.3 $4.9M 4.5k 1074.61
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.3 $4.7M 97k 48.68
Abbvie (ABBV) 0.3 $4.6M 20k 228.49
Select Sector Spdr Tr State Street Tec (XLK) 0.3 $4.4M 31k 143.97
Rbc Cad (RY) 0.3 $4.3M 25k 170.49
Alphabet Cap Stk Cl A (GOOGL) 0.2 $4.1M 13k 313.00
Home Depot (HD) 0.2 $4.0M 12k 344.11
Ishares Tr Eafe Value Etf (EFV) 0.2 $4.0M 56k 71.41
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.2 $3.8M 37k 100.83
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $3.7M 30k 123.26
Ishares Tr Core Div Grwth (DGRO) 0.2 $3.6M 52k 69.42
Broadcom (AVGO) 0.2 $3.6M 10k 346.11
Meta Platforms Cl A (META) 0.2 $3.5M 5.3k 660.13
Ishares U S Etf Tr Short Maturity M (MEAR) 0.2 $3.3M 66k 50.32
Alphabet Cap Stk Cl C (GOOG) 0.2 $3.3M 10k 313.81
International Business Machines (IBM) 0.2 $3.0M 10k 296.21
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.2 $3.0M 62k 48.09
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $2.9M 20k 148.98
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.2 $2.8M 58k 48.17
Exxon Mobil Corporation (XOM) 0.2 $2.8M 23k 120.34
Ishares Tr Core Msci Eafe (IEFA) 0.2 $2.7M 30k 89.46
Tesla Motors (TSLA) 0.2 $2.7M 5.9k 449.74
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $2.6M 53k 49.65
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $2.6M 9.4k 276.93
Ishares Tr Systematic Bd Et 0.2 $2.6M 29k 89.76
Palantir Technologies Cl A (PLTR) 0.2 $2.6M 15k 177.75
Abbott Laboratories (ABT) 0.1 $2.5M 20k 125.29
Johnson & Johnson (JNJ) 0.1 $2.5M 12k 206.95
Caterpillar (CAT) 0.1 $2.4M 4.2k 572.92
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 0.1 $2.4M 47k 51.74
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $2.3M 6.4k 360.12
Ishares Tr Investment Grade (IGEB) 0.1 $2.3M 50k 45.66
McDonald's Corporation (MCD) 0.1 $2.2M 7.4k 305.65
Costco Wholesale Corporation (COST) 0.1 $2.2M 2.6k 862.18
Netflix (NFLX) 0.1 $2.2M 24k 93.76
Innovator Etfs Trust Uncapped Acclrtd (XUSP) 0.1 $2.2M 46k 47.50
Wal-Mart Stores (WMT) 0.1 $2.2M 20k 111.41
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $2.1M 43k 50.29
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $2.1M 47k 45.21
Ishares Tr S&p 100 Etf (OEF) 0.1 $2.1M 6.1k 342.96
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $2.0M 34k 59.93
Blackrock Etf Trust Ishares Us Larg (BALI) 0.1 $2.0M 63k 31.68
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $2.0M 13k 154.79
Vanguard World Inf Tech Etf (VGT) 0.1 $2.0M 2.6k 753.91
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $1.9M 19k 103.56
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.1 $1.9M 13k 143.89
Ishares Tr Core Msci Intl (IDEV) 0.1 $1.9M 23k 82.48
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $1.9M 41k 46.54
Ishares Tr High Yld Corp Bd (HYGW) 0.1 $1.9M 64k 29.86
Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.9M 6.0k 314.81
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.9M 20k 96.27
Ishares Silver Tr Ishares (SLV) 0.1 $1.9M 29k 64.42
Ishares Tr Global Tech Etf (IXN) 0.1 $1.8M 17k 105.00
Ishares Tr National Mun Etf (MUB) 0.1 $1.7M 16k 107.11
Dimensional Etf Trust Global Real Est (DFGR) 0.1 $1.7M 65k 26.42
Ishares Tr Russell 3000 Etf (IWV) 0.1 $1.7M 4.4k 386.87
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $1.7M 28k 59.93
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $1.7M 30k 55.80
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $1.7M 17k 96.16
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $1.6M 48k 34.26
Ishares Tr Conv Bd Etf (ICVT) 0.1 $1.6M 16k 98.50
Vaneck Etf Trust Uranium And Nucl (NLR) 0.1 $1.6M 13k 124.20
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $1.5M 3.1k 480.56
Advanced Micro Devices (AMD) 0.1 $1.5M 7.0k 214.16
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $1.5M 18k 83.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.5M 22k 66.00
Procter & Gamble Company (PG) 0.1 $1.4M 10k 143.31
McKesson Corporation (MCK) 0.1 $1.4M 1.7k 820.50
Vanguard Wellington Short Trm Tax Ex (VTES) 0.1 $1.4M 14k 101.58
Spdr Series Trust State Street Spd (CWB) 0.1 $1.4M 16k 89.20
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) 0.1 $1.4M 34k 41.33
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.4M 5.7k 246.14
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.4M 16k 88.49
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG) 0.1 $1.4M 35k 39.26
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.1 $1.4M 31k 44.91
Philip Morris International (PM) 0.1 $1.4M 8.6k 160.40
JPMorgan Chase & Co. (JPM) 0.1 $1.3M 4.2k 322.21
Sherwin-Williams Company (SHW) 0.1 $1.3M 4.1k 324.03
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.1 $1.3M 50k 25.82
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.3M 6.1k 211.80
Vanguard World Health Car Etf (VHT) 0.1 $1.3M 4.4k 287.88
Select Sector Spdr Tr State Street Uti (XLU) 0.1 $1.3M 30k 42.69
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.1 $1.2M 43k 28.24
Innovator Etfs Trust Equity Defin 1yr (ZOCT) 0.1 $1.2M 45k 26.84
Blackrock (BLK) 0.1 $1.2M 1.1k 1069.91
Vanguard World Mega Grwth Ind (MGK) 0.1 $1.2M 2.8k 412.77
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $1.1M 16k 71.42
Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $1.1M 22k 50.32
Lockheed Martin Corporation (LMT) 0.1 $1.1M 2.3k 483.69
Chevron Corporation (CVX) 0.1 $1.1M 7.1k 152.41
Ishares Msci Emrg Chn (EMXC) 0.1 $1.1M 15k 72.68
Blackrock Etf Trust Ii Short Duration H (SHYM) 0.1 $1.0M 47k 22.22
Veeva Sys Cl A Com (VEEV) 0.1 $1.0M 4.6k 223.23
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.1 $1.0M 16k 62.92
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $1.0M 12k 83.61
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $1000k 30k 32.89
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $992k 9.3k 106.70
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $987k 16k 60.17
Ishares Tr Global Energ Etf (IXC) 0.1 $983k 23k 41.93
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $981k 30k 32.62
Vanguard World Mega Cap Val Etf (MGV) 0.1 $979k 6.9k 141.15
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $964k 11k 85.37
At&t (T) 0.1 $958k 39k 24.84
Innovator Etfs Trust Equity Defined P (APOC) 0.1 $947k 36k 26.20
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $932k 5.8k 160.97
Voya Financial (VOYA) 0.1 $912k 12k 74.49
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $909k 38k 24.04
Innovator Etfs Trust Equity Defined P (ZAPR) 0.1 $895k 35k 25.78
Automatic Data Processing (ADP) 0.1 $893k 3.5k 257.20
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $893k 19k 47.02
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $863k 15k 57.24
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $858k 8.6k 99.94
American Express Company (AXP) 0.1 $851k 2.3k 369.96
Duke Energy Corp Com New (DUK) 0.0 $831k 7.1k 117.21
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $823k 3.1k 269.18
Vanguard World Mega Cap Index (MGC) 0.0 $808k 3.2k 251.15
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $805k 5.4k 148.68
Innovator Etfs Trust Innovator Us Eq (EALT) 0.0 $795k 23k 35.29
Nextera Energy (NEE) 0.0 $786k 9.8k 80.28
CVS Caremark Corporation (CVS) 0.0 $786k 9.9k 79.36
Oracle Corporation (ORCL) 0.0 $772k 4.0k 194.92
Merck & Co (MRK) 0.0 $769k 7.3k 105.25
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $766k 28k 27.43
AFLAC Incorporated (AFL) 0.0 $759k 6.9k 110.27
TJX Companies (TJX) 0.0 $757k 4.9k 153.61
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) 0.0 $746k 15k 51.56
Pfizer (PFE) 0.0 $745k 30k 24.90
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.0 $730k 5.7k 127.11
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $721k 16k 44.71
First Tr Exchange-traded A Com Shs (FTC) 0.0 $719k 4.5k 159.88
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.0 $718k 15k 47.57
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $718k 4.0k 177.38
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $715k 5.5k 129.17
Ishares Esg Awr Msci Em (ESGE) 0.0 $714k 16k 44.17
Pepsi (PEP) 0.0 $712k 5.0k 143.51
Darden Restaurants (DRI) 0.0 $707k 3.8k 184.02
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) 0.0 $696k 16k 44.34
Ge Aerospace Com New (GE) 0.0 $685k 2.2k 308.05
Raytheon Technologies Corp (RTX) 0.0 $678k 3.7k 183.42
Altria (MO) 0.0 $676k 12k 57.66
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.0 $675k 14k 47.72
Lowe's Companies (LOW) 0.0 $670k 2.8k 241.13
Global X Fds Artificial Etf (AIQ) 0.0 $665k 13k 50.86
Marathon Petroleum Corp (MPC) 0.0 $662k 4.1k 162.61
Innovator Etfs Trust Equity Defined P (JAJL) 0.0 $657k 23k 29.06
Amgen (AMGN) 0.0 $656k 2.0k 327.35
Ishares Tr Us Aer Def Etf (ITA) 0.0 $651k 3.0k 214.69
Qualcomm (QCOM) 0.0 $645k 3.8k 171.06
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $634k 27k 23.19
Ishares Tr Genomics Immun (IDNA) 0.0 $629k 24k 26.19
Eaton Corp SHS (ETN) 0.0 $623k 2.0k 318.44
United Parcel Service CL B (UPS) 0.0 $622k 6.3k 99.19
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $607k 8.3k 73.56
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $601k 2.0k 303.89
Bank of America Corporation (BAC) 0.0 $599k 11k 55.00
Crowdstrike Hldgs Cl A (CRWD) 0.0 $598k 1.3k 468.66
UnitedHealth (UNH) 0.0 $586k 1.8k 330.13
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $581k 13k 46.67
Phillips 66 (PSX) 0.0 $581k 4.5k 129.05
Honeywell International (HON) 0.0 $580k 3.0k 195.07
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $576k 4.8k 120.18
Innovator Etfs Trust Equity Defined P (ZJUL) 0.0 $576k 20k 29.06
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $575k 9.9k 58.12
Nordson Corporation (NDSN) 0.0 $573k 2.4k 240.44
Morgan Stanley Com New (MS) 0.0 $568k 3.2k 177.52
Constellation Energy (CEG) 0.0 $565k 1.6k 353.27
General American Investors (GAM) 0.0 $562k 9.6k 58.73
Ark Etf Tr Innovation Etf (ARKK) 0.0 $562k 7.3k 76.92
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.0 $541k 25k 21.66
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.0 $535k 7.7k 69.47
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $518k 39k 13.25
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $513k 11k 47.79
Cisco Systems (CSCO) 0.0 $501k 6.5k 77.03
FirstEnergy (FE) 0.0 $496k 11k 44.77
Deere & Company (DE) 0.0 $494k 1.1k 465.72
Blackrock Etf Trust Ishares Intl Div (BIDD) 0.0 $493k 17k 28.82
ConocoPhillips (COP) 0.0 $492k 5.3k 93.61
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $488k 6.1k 79.73
MercadoLibre (MELI) 0.0 $488k 242.00 2014.34
Coca-Cola Company (KO) 0.0 $487k 7.0k 69.91
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $483k 1.7k 279.17
Ishares Tr Us Infrastruc (IFRA) 0.0 $479k 9.1k 52.62
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $478k 1.6k 302.17
Fidelity Covington Trust High Divid Etf (FDVV) 0.0 $469k 8.3k 56.69
Schwab Strategic Tr Internl Divid (SCHY) 0.0 $468k 16k 29.82
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.0 $465k 24k 19.53
Visa Com Cl A (V) 0.0 $457k 1.3k 350.70
Novartis Sponsored Adr (NVS) 0.0 $456k 3.3k 137.88
Boston Scientific Corporation (BSX) 0.0 $454k 4.8k 95.35
Global X Fds Glb X Mlp Enrg I (MLPX) 0.0 $450k 7.4k 60.53
Dimensional Etf Trust Inflation Prote (DFIP) 0.0 $442k 11k 41.55
Emerson Electric (EMR) 0.0 $434k 3.3k 132.73
Ishares Tr Cybersecurity (IHAK) 0.0 $433k 9.0k 48.12
Teradyne (TER) 0.0 $433k 2.2k 193.56
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $433k 5.2k 82.83
Ishares Tr Rus Top 200 Etf (IWL) 0.0 $433k 2.5k 170.63
Oklo Com Cl A (OKLO) 0.0 $432k 6.0k 71.76
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.0 $430k 3.6k 119.33
Ishares Tr Intl Div Grwth (IGRO) 0.0 $428k 5.2k 82.77
Ishares Tr Us Consm Staples (IYK) 0.0 $426k 6.4k 66.92
Waste Management (WM) 0.0 $422k 1.9k 219.69
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $419k 885.00 473.23
Ishares Ethereum Tr SHS (ETHA) 0.0 $418k 19k 22.43
Truist Financial Corp equities (TFC) 0.0 $416k 8.5k 49.21
Walt Disney Company (DIS) 0.0 $413k 3.6k 113.76
Union Pacific Corporation (UNP) 0.0 $411k 1.8k 231.37
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $410k 4.8k 85.76
Spdr Series Trust State Street Spd (SPYD) 0.0 $409k 9.5k 43.25
Ishares Tr Core Intl Aggr (IAGG) 0.0 $405k 8.1k 50.01
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $404k 1.9k 210.39
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $402k 8.6k 46.59
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $397k 5.2k 76.23
Global X Fds Cybrscurty Etf (BUG) 0.0 $396k 13k 30.46
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.0 $395k 9.0k 43.72
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $394k 1.8k 219.77
Ing Groep Sponsored Adr (ING) 0.0 $388k 14k 28.00
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $386k 5.6k 68.36
T Rowe Price Etf Ultra Shrt Trm (TBUX) 0.0 $382k 7.7k 49.85
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $374k 1.8k 209.11
Blackstone Group Inc Com Cl A (BX) 0.0 $373k 2.4k 154.16
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $371k 23k 16.49
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.0 $371k 9.7k 38.32
Vanguard World Utilities Etf (VPU) 0.0 $367k 2.0k 185.01
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.0 $366k 5.4k 68.15
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $366k 3.2k 113.92
Illinois Tool Works (ITW) 0.0 $365k 1.5k 246.34
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $357k 11k 32.75
American Electric Power Company (AEP) 0.0 $356k 3.1k 115.32
Intel Corporation (INTC) 0.0 $353k 9.6k 36.90
Ishares Tr Rus 1000 Etf (IWB) 0.0 $352k 944.00 373.35
Verizon Communications (VZ) 0.0 $345k 8.5k 40.73
Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN) 0.0 $339k 6.9k 49.47
Select Sector Spdr Tr State Street Con (XLY) 0.0 $337k 2.8k 119.42
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $327k 3.3k 99.87
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.0 $326k 8.0k 40.72
Enterprise Products Partners (EPD) 0.0 $324k 10k 32.06
Innovator Etfs Trust Equity 1yr Janua (ZJAN) 0.0 $323k 12k 27.36
Ishares Tr Msci Eafe Etf (EFA) 0.0 $323k 3.4k 96.03
Robinhood Mkts Com Cl A (HOOD) 0.0 $322k 2.8k 113.11
Norfolk Southern (NSC) 0.0 $321k 1.1k 288.63
Pimco Etf Tr Multisector Bd (PYLD) 0.0 $318k 12k 26.68
Belpointe Prep Unit Rp Ltd Lb A (OZ) 0.0 $317k 4.9k 65.03
Axon Enterprise (AXON) 0.0 $316k 557.00 567.93
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $315k 5.1k 62.15
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $313k 1.6k 191.57
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $311k 5.7k 54.77
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $311k 3.9k 80.62
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.0 $310k 6.3k 49.25
First Tr Exchange-traded SHS (FVD) 0.0 $307k 6.7k 46.08
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $305k 3.2k 94.15
General Dynamics Corporation (GD) 0.0 $302k 897.00 336.75
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $299k 3.3k 90.00
Colgate-Palmolive Company (CL) 0.0 $297k 3.8k 79.03
Ishares Tr Glb Infrastr Etf (IGF) 0.0 $292k 4.8k 61.36
Ge Vernova (GEV) 0.0 $285k 436.00 653.77
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $278k 2.0k 141.08
Boeing Company (BA) 0.0 $278k 1.3k 217.12
Entergy Corporation (ETR) 0.0 $275k 3.0k 92.42
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $270k 8.7k 30.96
Global X Fds S&p 500 Covered (XYLD) 0.0 $270k 6.7k 40.63
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $268k 5.7k 46.71
American Healthcare Reit Com Shs (AHR) 0.0 $266k 5.6k 47.06
First Tr Exchange-traded Growth Strength (FTGS) 0.0 $265k 7.5k 35.35
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.0 $263k 12k 22.87
Ishares Tr Us Telecom Etf (IYZ) 0.0 $262k 7.7k 33.90
Brady Corp Cl A (BRC) 0.0 $257k 3.3k 78.37
Spdr Series Trust State Street Spd (XTL) 0.0 $253k 1.7k 153.22
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $253k 1.8k 138.46
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $251k 1.8k 141.49
Global X Fds Russell 2000 (RYLD) 0.0 $248k 16k 15.30
Pan American Silver Corp Can (PAAS) 0.0 $246k 4.7k 51.81
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $243k 1.7k 143.33
Principal Exchange Traded Spectrum Pfd (PREF) 0.0 $241k 13k 19.07
CSX Corporation (CSX) 0.0 $240k 6.6k 36.25
Bank of New York Mellon Corporation (BK) 0.0 $237k 2.0k 116.09
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.0 $235k 19k 12.58
Micron Technology (MU) 0.0 $233k 816.00 285.41
RPM International (RPM) 0.0 $233k 2.2k 104.00
Enbridge (ENB) 0.0 $232k 4.8k 47.83
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.0 $232k 4.8k 48.70
Listed Fds Tr Roundhill Magnif (MAGS) 0.0 $231k 3.5k 65.96
PPG Industries (PPG) 0.0 $229k 2.2k 102.46
Southern Company (SO) 0.0 $229k 2.6k 87.21
Bristol Myers Squibb (BMY) 0.0 $226k 4.2k 53.94
Wells Fargo & Company (WFC) 0.0 $226k 2.4k 93.21
Gilead Sciences (GILD) 0.0 $225k 1.8k 122.75
Innovator Etfs Trust Us Eqty Buf Oct (BOCT) 0.0 $223k 4.5k 49.42
Interactive Brokers Group In Com Cl A (IBKR) 0.0 $223k 3.5k 64.31
Charles Schwab Corporation (SCHW) 0.0 $222k 2.2k 99.93
Cheniere Energy Com New (LNG) 0.0 $218k 1.1k 194.36
Greif CL B (GEF.B) 0.0 $216k 2.9k 74.69
Nucor Corporation (NUE) 0.0 $214k 1.3k 163.13
Anthem (ELV) 0.0 $213k 607.00 350.76
Alliant Energy Corporation (LNT) 0.0 $204k 3.1k 65.02
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.0 $200k 4.5k 44.94
India Fund (IFN) 0.0 $189k 14k 13.71
Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $178k 10k 17.67
Biohaven (BHVN) 0.0 $175k 16k 11.29
Bigbear Ai Hldgs (BBAI) 0.0 $157k 29k 5.40
Pimco Municipal Income Fund II (PML) 0.0 $88k 12k 7.54
Archer Aviation Com Cl A (ACHR) 0.0 $85k 11k 7.52
Opendoor Technologies (OPEN) 0.0 $69k 12k 5.83
Zevia Pbc Cl A (ZVIA) 0.0 $27k 12k 2.32
Archer Aviation *w Exp 09/16/202 (ACHR.WS) 0.0 $12k 10k 1.15