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

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors as of March 31, 2026

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 403 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
Spdr Series Trust State Street Spd (SPYM) 10.2 $179M 2.3M 76.54
Dimensional Etf Trust Us Core Equity 2 (DFAC) 6.3 $111M 2.9M 38.86
Blackrock Etf Trust Ishares Intl Ctr (CORO) 4.1 $73M 2.3M 32.15
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.3 $59M 917k 64.08
Blackrock Etf Trust Ishares Us Equit (DYNF) 3.3 $59M 1.0M 58.18
Vanguard Index Fds Growth Etf (VUG) 3.1 $55M 125k 436.79
Dimensional Etf Trust World Ex Us Core (DFAX) 2.7 $48M 1.4M 33.97
Vanguard Index Fds Value Etf (VTV) 2.7 $47M 241k 196.20
Dimensional Etf Trust Us Core Equity 1 (DCOR) 2.0 $35M 478k 72.08
Ishares Tr S&p 500 Val Etf (IVE) 1.9 $33M 156k 211.15
Blackrock Etf Trust Ishares A I Inno (BAI) 1.8 $31M 946k 32.95
Spdr Series Trust State Street Spd (SPYG) 1.8 $31M 314k 97.91
Ishares Core Msci Emkt (IEMG) 1.7 $30M 424k 69.75
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.6 $28M 143k 191.81
Apple (AAPL) 1.5 $27M 105k 253.79
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.5 $26M 546k 48.05
Ishares Tr TRS FLT RT BD (TFLO) 1.4 $25M 494k 50.63
Ishares Tr Msci Usa Mmentm (MTUM) 1.4 $25M 104k 239.99
Blackrock Etf Trust Ishares Us Thema (THRO) 1.3 $23M 630k 36.22
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $19M 352k 54.05
Global X Fds Defense Tech Etf (SHLD) 1.1 $19M 268k 70.84
Ishares Tr Us Treas Bd Etf (GOVT) 1.1 $19M 808k 22.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $19M 31k 597.56
Dimensional Etf Trust Intl Core Equity (DFIC) 1.0 $18M 495k 35.53
Ishares Tr Mbs Etf (MBB) 0.9 $17M 175k 94.95
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $16M 27k 577.17
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $15M 185k 78.41
Dimensional Etf Trust Short Duration F (DFSD) 0.8 $14M 297k 47.88
Microsoft Corporation (MSFT) 0.8 $13M 36k 370.17
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.7 $13M 242k 51.93
Vanguard Index Fds Small Cp Etf (VB) 0.7 $13M 48k 261.92
Ishares Tr Core S&p500 Etf (IVV) 0.7 $12M 18k 653.22
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.7 $12M 114k 100.72
Spdr Index Shs Fds State Street Spd (SPDW) 0.6 $10M 228k 45.65
NVIDIA Corporation (NVDA) 0.6 $10M 59k 174.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $9.3M 19k 479.19
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.5 $9.3M 220k 42.22
Dimensional Etf Trust Dimensional Inte (DFGX) 0.5 $9.0M 172k 52.45
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.5 $8.7M 206k 42.54
Ishares Gold Tr Ishares New (IAU) 0.5 $8.3M 95k 88.16
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.4 $7.7M 224k 34.55
Dimensional Etf Trust Global Cr Etf (DGCB) 0.4 $7.6M 141k 54.13
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $7.6M 99k 77.18
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.4 $7.5M 223k 33.46
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.4 $7.1M 30k 237.62
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.4 $7.1M 151k 46.95
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.4 $6.9M 62k 110.78
Vanguard Bd Index Fds Long Term Bond (BLV) 0.4 $6.7M 98k 68.78
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) 0.4 $6.7M 175k 38.30
Dimensional Etf Trust Us Equity Market (DFUS) 0.4 $6.5M 92k 70.91
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $6.3M 9.7k 650.32
Spdr Series Trust State Street Spd (BIL) 0.4 $6.3M 69k 91.64
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $6.2M 19k 320.82
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 0.3 $6.0M 142k 42.51
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.3 $5.9M 123k 47.98
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) 0.3 $5.8M 175k 33.37
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) 0.3 $5.8M 148k 39.34
Innovator Etfs Trust Us Eqty Ultra B (UDEC) 0.3 $5.8M 149k 38.84
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR) 0.3 $5.8M 145k 39.74
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY) 0.3 $5.8M 157k 36.82
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN) 0.3 $5.8M 155k 37.24
Innovator Etfs Trust Us Eqty Ultra B (USEP) 0.3 $5.7M 148k 38.67
Innovator Etfs Trust Us Eqty Ultra B (UOCT) 0.3 $5.7M 150k 38.24
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) 0.3 $5.7M 158k 36.30
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV) 0.3 $5.7M 153k 37.27
Amazon (AMZN) 0.3 $5.6M 27k 208.27
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $5.4M 64k 84.84
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.3 $5.3M 53k 99.94
Select Sector Spdr Tr State Street Tec (XLK) 0.3 $5.0M 38k 132.90
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $4.9M 33k 148.10
Abbvie (ABBV) 0.3 $4.9M 22k 217.49
Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 0.3 $4.6M 143k 32.46
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.3 $4.5M 90k 50.12
Spdr Series Trust State Street Spd (SPMD) 0.3 $4.5M 77k 59.22
Spdr Series Trust State Street Spd (SPSM) 0.3 $4.5M 93k 48.32
Exxon Mobil Corporation (XOM) 0.3 $4.5M 27k 169.66
Spdr Gold Tr Gold Shs (GLD) 0.2 $4.4M 10k 430.27
Alphabet Cap Stk Cl C (GOOG) 0.2 $4.2M 15k 286.85
Rbc Cad (RY) 0.2 $4.1M 25k 161.78
Ishares U S Etf Tr Short Maturity M (MEAR) 0.2 $3.9M 78k 50.34
Home Depot (HD) 0.2 $3.8M 12k 328.89
Ishares Tr Core Div Grwth (DGRO) 0.2 $3.8M 54k 70.18
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $3.8M 75k 50.34
Ishares Tr U.s. Tech Etf (IYW) 0.2 $3.6M 20k 181.42
Spdr Series Trust State Street Spd (SPAB) 0.2 $3.5M 136k 25.62
Costco Wholesale Corporation (COST) 0.2 $3.5M 3.5k 996.38
Ishares Tr Eafe Value Etf (EFV) 0.2 $3.4M 46k 74.35
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $3.4M 10k 328.67
Alphabet Cap Stk Cl A (GOOGL) 0.2 $3.4M 12k 287.56
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.2 $3.4M 70k 47.93
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 0.2 $3.2M 62k 51.83
Select Sector Spdr Tr State Street Hea (XLV) 0.2 $3.1M 21k 146.61
Ishares Tr Systematic Bd Et (SYSB) 0.2 $3.0M 34k 89.00
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $3.0M 61k 48.93
Global X Fds Glb X Mlp Enrg I (MLPX) 0.2 $2.9M 40k 73.94
Caterpillar (CAT) 0.2 $2.9M 4.1k 708.41
Select Sector Spdr Tr State Street Ene (XLE) 0.2 $2.9M 47k 61.26
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $2.9M 25k 113.11
Johnson & Johnson (JNJ) 0.2 $2.8M 12k 244.44
Ishares Tr National Mun Etf (MUB) 0.2 $2.7M 25k 106.15
Meta Platforms Cl A (META) 0.2 $2.6M 4.6k 572.07
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $2.6M 19k 141.42
Ishares Tr Investment Grade (IGEB) 0.1 $2.6M 58k 45.06
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.1 $2.6M 54k 47.59
Broadcom (AVGO) 0.1 $2.5M 8.0k 309.49
International Business Machines (IBM) 0.1 $2.4M 9.7k 242.38
Netflix (NFLX) 0.1 $2.3M 24k 96.15
McDonald's Corporation (MCD) 0.1 $2.2M 7.1k 310.79
Blackrock Etf Trust Ishares Us Larg (BALI) 0.1 $2.2M 71k 30.81
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.2M 38k 56.79
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $2.2M 36k 59.78
Wal-Mart Stores (WMT) 0.1 $2.1M 17k 124.28
Ishares Tr Core Msci Eafe (IEFA) 0.1 $2.1M 23k 90.53
Vaneck Etf Trust Long Muni Etf (MLN) 0.1 $2.1M 118k 17.44
Abbott Laboratories (ABT) 0.1 $2.0M 20k 102.67
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $2.0M 43k 46.19
Tesla Motors (TSLA) 0.1 $2.0M 5.4k 371.76
Dimensional Etf Trust Global Real Est (DFGR) 0.1 $2.0M 74k 26.58
Blackrock Etf Trust Ishares Defense (IDEF) 0.1 $1.9M 59k 32.72
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $1.9M 5.0k 383.40
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $1.9M 20k 95.44
Palantir Technologies Cl A (PLTR) 0.1 $1.9M 13k 146.28
Select Sector Spdr Tr State Street Con (XLY) 0.1 $1.8M 17k 108.98
Miami Intl Hldgs (MIAX) 0.1 $1.8M 47k 38.92
Innovator Etfs Trust Equity 1yr Janua (ZJAN) 0.1 $1.8M 66k 27.26
Vanguard World Mega Cap Val Etf (MGV) 0.1 $1.8M 12k 144.95
Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.8M 6.0k 298.86
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $1.8M 18k 96.70
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.7M 26k 67.53
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $1.7M 45k 38.42
Innovator Etfs Trust Equity Defined P (JAJL) 0.1 $1.7M 58k 29.07
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $1.7M 50k 33.77
Ishares Tr Msci Usa Value (VLUE) 0.1 $1.7M 12k 142.19
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.6M 7.5k 217.25
Global X Fds Healthtech Etf (HEAL) 0.1 $1.6M 67k 23.82
Select Sector Spdr Tr State Street Com (XLC) 0.1 $1.6M 14k 110.86
Ishares Tr Core High Dv Etf (HDV) 0.1 $1.6M 12k 135.72
Vaneck Etf Trust Uranium And Nucl (NLR) 0.1 $1.5M 12k 133.19
Blackrock Etf Trust Ii Short Duration H (SHYM) 0.1 $1.5M 70k 22.02
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $1.5M 16k 94.56
Ishares Tr Global Tech Etf (IXN) 0.1 $1.5M 15k 99.97
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $1.5M 26k 56.68
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.5M 12k 124.31
Vanguard Wellington Short Trm Tax Ex (VTES) 0.1 $1.5M 15k 101.14
McKesson Corporation (MCK) 0.1 $1.5M 1.7k 865.32
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.4M 29k 49.89
Vanguard World Mega Grwth Ind (MGK) 0.1 $1.4M 3.9k 367.45
Innovator Etfs Trust Uncapped Acclrtd (XUSP) 0.1 $1.4M 32k 44.16
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.1 $1.4M 57k 25.11
Spdr Series Trust State Street Spd (CWB) 0.1 $1.4M 15k 91.52
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $1.4M 5.6k 248.84
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) 0.1 $1.4M 34k 40.78
Vanguard World Inf Tech Etf (VGT) 0.1 $1.4M 2.0k 697.72
Philip Morris International (PM) 0.1 $1.4M 8.3k 165.35
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.4M 12k 111.37
Eli Lilly & Co. (LLY) 0.1 $1.4M 1.5k 919.73
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $1.4M 17k 82.43
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG) 0.1 $1.4M 35k 38.71
Ishares Tr Core Msci Intl (IDEV) 0.1 $1.4M 16k 83.57
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.1 $1.3M 48k 28.00
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $1.3M 21k 62.56
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.1 $1.3M 14k 93.87
Sherwin-Williams Company (SHW) 0.1 $1.3M 4.1k 320.58
Tidal Trust Ii Defiance Ai & Pw (AIPO) 0.1 $1.2M 50k 24.96
Advanced Micro Devices (AMD) 0.1 $1.2M 6.1k 203.43
Chevron Corporation (CVX) 0.1 $1.2M 6.0k 206.88
Tortoise Capital Series Trus Ai Infrastructur (TCAI) 0.1 $1.2M 36k 34.64
Procter & Gamble Company (PG) 0.1 $1.2M 8.5k 144.44
Ishares Tr Global Energ Etf (IXC) 0.1 $1.2M 21k 57.61
Global X Fds Data Ctr & Digit (DTCR) 0.1 $1.2M 51k 23.96
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $1.2M 24k 50.81
Sprott Fds Tr Sprott Critical (SETM) 0.1 $1.2M 37k 33.08
Ishares Tr Conv Bd Etf (ICVT) 0.1 $1.2M 12k 101.79
Select Sector Spdr Tr State Street Uti (XLU) 0.1 $1.2M 26k 45.89
Ishares Euro High Yield (EUHY) 0.1 $1.2M 23k 52.46
Innovator Etfs Trust Equity Defin 1yr (ZOCT) 0.1 $1.2M 44k 26.75
Innovator Etfs Trust Innovator Us Eq (EALT) 0.1 $1.2M 35k 33.59
Ishares Tr Copper & Metals (ICOP) 0.1 $1.2M 25k 47.58
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $1.1M 14k 82.75
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $1.1M 15k 73.14
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $1.1M 18k 59.55
Vanguard World Health Car Etf (VHT) 0.1 $1.1M 4.0k 272.30
JPMorgan Chase & Co. (JPM) 0.1 $1.1M 3.7k 294.20
At&t (T) 0.1 $1.1M 37k 28.99
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.1 $1.1M 23k 46.74
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.0M 4.2k 247.98
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $1.0M 45k 22.98
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $1.0M 2.2k 463.21
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) 0.1 $1.0M 24k 43.55
Ishares Silver Tr Ishares (SLV) 0.1 $1.0M 15k 68.14
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $1.0M 19k 52.64
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.0M 11k 88.70
Nextera Energy (NEE) 0.1 $982k 11k 92.88
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.1 $970k 16k 60.44
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $961k 27k 35.04
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $960k 39k 24.75
Blackrock (BLK) 0.1 $951k 989.00 961.74
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $946k 31k 30.68
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $945k 10k 92.67
Innovator Etfs Trust Equity Defined P (APOC) 0.1 $903k 35k 25.54
Innovator Etfs Trust Equity Defined P (ZAPR) 0.1 $897k 34k 26.10
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $874k 9.0k 97.23
Ishares Tr Russell 3000 Etf (IWV) 0.0 $868k 2.3k 370.65
Ishares Tr High Yld Corp Bd (HYGW) 0.0 $866k 29k 29.50
Marathon Petroleum Corp (MPC) 0.0 $856k 3.5k 244.15
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $846k 11k 79.27
Pfizer (PFE) 0.0 $844k 30k 28.08
Voya Financial (VOYA) 0.0 $836k 12k 68.32
Duke Energy Corp Com New (DUK) 0.0 $812k 6.2k 130.93
Veeva Sys Cl A Com (VEEV) 0.0 $809k 4.6k 175.66
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $803k 5.6k 142.42
Merck & Co (MRK) 0.0 $798k 6.6k 120.30
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.0 $778k 7.8k 100.19
TJX Companies (TJX) 0.0 $776k 4.9k 159.70
Altria (MO) 0.0 $769k 12k 65.99
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $762k 4.1k 184.30
Raytheon Technologies Corp (RTX) 0.0 $759k 3.9k 192.91
AFLAC Incorporated (AFL) 0.0 $758k 6.9k 109.71
Blackrock Etf Trust Ishares Large Ca (BLCR) 0.0 $754k 18k 41.06
Phillips 66 (PSX) 0.0 $733k 4.0k 182.18
Automatic Data Processing (ADP) 0.0 $716k 3.5k 203.18
Lowe's Companies (LOW) 0.0 $714k 3.0k 236.29
Lockheed Martin Corporation (LMT) 0.0 $711k 1.2k 604.38
Pepsi (PEP) 0.0 $709k 4.6k 155.27
Honeywell International (HON) 0.0 $698k 3.1k 226.00
United Parcel Svcs CL B (UPS) 0.0 $694k 7.1k 98.38
Vanguard World Mega Cap Index (MGC) 0.0 $693k 2.9k 236.36
Amgen (AMGN) 0.0 $692k 2.0k 351.87
Ishares Esg Awr Msci Em (ESGE) 0.0 $685k 15k 45.47
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.0 $679k 16k 43.96
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.0 $670k 14k 47.37
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $660k 5.6k 118.62
Teradyne (TER) 0.0 $660k 2.2k 296.46
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $655k 13k 49.37
ConocoPhillips (COP) 0.0 $653k 4.9k 131.99
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $651k 5.5k 118.50
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $649k 4.5k 145.02
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $648k 1.5k 426.34
Ishares Msci Emrg Chn (EMXC) 0.0 $646k 8.2k 78.66
Eaton Corp SHS (ETN) 0.0 $642k 1.8k 357.77
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $641k 8.7k 73.64
Nordson Corporation (NDSN) 0.0 $634k 2.4k 266.09
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $632k 1.9k 337.93
Verizon Communications (VZ) 0.0 $626k 13k 50.20
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $625k 6.2k 100.63
Coca-Cola Company (KO) 0.0 $619k 8.1k 76.05
American Express Company (AXP) 0.0 $618k 2.0k 302.43
Ishares Tr Genomics Immun (IDNA) 0.0 $616k 21k 29.05
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $602k 2.3k 257.39
Deere & Company (DE) 0.0 $601k 1.1k 563.10
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.0 $597k 4.7k 125.93
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $594k 7.4k 80.58
Ishares Tr Rus Top 200 Etf (IWL) 0.0 $592k 3.7k 160.47
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.0 $590k 8.6k 68.28
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $587k 1.9k 302.29
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $583k 2.7k 213.68
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $582k 3.0k 191.93
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $578k 7.7k 75.10
Select Sector Spdr Tr State Street Mat (XLB) 0.0 $567k 11k 49.97
FirstEnergy (FE) 0.0 $565k 11k 50.66
Innovator Etfs Trust Equity Defined P (ZJUL) 0.0 $565k 19k 29.07
General American Investors (GAM) 0.0 $560k 9.6k 58.47
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.0 $559k 23k 24.29
Global X Fds Artificial Etf (AIQ) 0.0 $551k 12k 46.67
Ge Aerospace Com New (GE) 0.0 $539k 1.9k 283.71
Morgan Stanley Com New (MS) 0.0 $525k 3.2k 164.59
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $523k 9.4k 55.52
J P Morgan Exchange Traded F Income Etf (JPIE) 0.0 $511k 11k 46.07
Novartis Sponsored Adr (NVS) 0.0 $508k 3.3k 152.77
Bank of America Corporation (BAC) 0.0 $499k 10k 48.75
Oracle Corporation (ORCL) 0.0 $496k 3.4k 147.10
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $486k 6.8k 71.14
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.0 $482k 23k 20.90
Schwab Strategic Tr Internl Divid (SCHY) 0.0 $461k 15k 31.66
Qualcomm (QCOM) 0.0 $461k 3.6k 128.78
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $458k 26k 17.32
Ishares Tr Us Infrastruc (IFRA) 0.0 $457k 8.0k 57.20
Cheniere Energy Com New (LNG) 0.0 $457k 1.6k 283.84
Ishares Tr Intl Div Grwth (IGRO) 0.0 $449k 5.4k 83.78
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $449k 4.5k 99.28
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $446k 9.2k 48.46
Ishares Tr Core Intl Aggr (IAGG) 0.0 $441k 8.8k 50.04
Intel Corporation (INTC) 0.0 $438k 9.9k 44.13
Dimensional Etf Trust Inflation Prote (DFIP) 0.0 $433k 10k 41.72
MercadoLibre (MELI) 0.0 $427k 247.00 1729.02
Union Pacific Corporation (UNP) 0.0 $426k 1.8k 242.65
Emerson Electric (EMR) 0.0 $420k 3.2k 131.04
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $410k 21k 19.30
Crowdstrike Hldgs Cl A (CRWD) 0.0 $407k 1.0k 390.31
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $398k 3.7k 106.50
Waste Management (WM) 0.0 $395k 1.7k 229.81
Ge Vernova (GEV) 0.0 $390k 447.00 873.32
Ishares Tr Us Consm Staples (IYK) 0.0 $386k 5.5k 70.03
Enterprise Products Partners (EPD) 0.0 $381k 10k 37.84
Spdr Series Trust State Street Spd (SPYD) 0.0 $380k 8.3k 45.52
Illinois Tool Works (ITW) 0.0 $379k 1.5k 260.26
Visa Com Cl A (V) 0.0 $377k 1.2k 302.26
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $375k 1.7k 215.04
Fidelity Covington Trust High Divid Etf (FDVV) 0.0 $370k 6.7k 55.24
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $368k 11k 32.95
Truist Financial Corp equities (TFC) 0.0 $365k 7.9k 45.97
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN) 0.0 $362k 7.7k 47.04
Ing Groep Sponsored Adr (ING) 0.0 $361k 14k 26.05
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $357k 3.9k 92.69
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $356k 6.7k 52.76
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $354k 3.9k 91.76
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $353k 6.4k 55.36
CVS Caremark Corporation (CVS) 0.0 $352k 4.9k 71.82
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.0 $352k 8.9k 39.43
Ishares Tr Glb Infrastr Etf (IGF) 0.0 $352k 5.3k 67.00
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) 0.0 $350k 3.2k 109.47
Ishares Tr Cybersecurity (IHAK) 0.0 $350k 8.0k 43.65
Ishares Tr Long Term Muni (LMUB) 0.0 $347k 6.9k 49.93
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.0 $342k 5.0k 67.92
Spdr Series Trust State Street Spd (XOP) 0.0 $336k 1.9k 181.83
Entergy Corporation (ETR) 0.0 $335k 3.0k 112.34
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $333k 2.1k 161.73
First Tr Exchange-traded A Com Shs (FYX) 0.0 $332k 2.8k 119.35
Vanguard World Industrial Etf (VIS) 0.0 $330k 1.1k 312.27
American Electric Power Company (AEP) 0.0 $329k 2.5k 131.08
Ishares Tr Rus 1000 Etf (IWB) 0.0 $327k 917.00 356.52
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $326k 1.6k 205.79
Colgate-Palmolive Company (CL) 0.0 $320k 3.8k 85.23
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $318k 11k 29.13
UnitedHealth (UNH) 0.0 $313k 1.2k 270.69
Constellation Energy (CEG) 0.0 $309k 1.1k 279.25
Walt Disney Company (DIS) 0.0 $307k 3.2k 96.38
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.0 $303k 6.3k 48.08
Cisco Systems (CSCO) 0.0 $302k 3.9k 77.59
Norfolk Southern (NSC) 0.0 $300k 1.0k 286.90
Gilead Sciences (GILD) 0.0 $300k 2.2k 139.40
Enbridge (ENB) 0.0 $299k 5.5k 54.14
Boston Scientific Corporation (BSX) 0.0 $297k 4.7k 62.75
CSX Corporation (CSX) 0.0 $296k 7.2k 41.05
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT) 0.0 $295k 4.9k 60.07
Global X Fds Cybrscurty Etf (BUG) 0.0 $289k 12k 25.11
Quest Diagnostics Incorporated (DGX) 0.0 $289k 1.5k 195.98
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $282k 3.0k 94.24
Spdr Series Trust State Street Spd (XTL) 0.0 $277k 1.5k 188.06
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $276k 3.0k 92.74
First Tr Exchange-traded SHS (FVD) 0.0 $276k 5.9k 47.03
Brady Corp Cl A (BRC) 0.0 $266k 3.3k 81.24
Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $266k 16k 17.15
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $266k 1.8k 145.79
Pimco Etf Tr Multisector Bd (PYLD) 0.0 $265k 10k 26.20
Ishares Tr Msci Eafe Etf (EFA) 0.0 $263k 2.7k 97.13
Consolidated Edison (ED) 0.0 $263k 2.3k 113.20
Ciena Corp Com New (CIEN) 0.0 $261k 671.00 388.23
Pan American Silver Corp Can (PAAS) 0.0 $260k 4.8k 54.62
Belpointe Prep Unit Rp Ltd Lb A (OZ) 0.0 $259k 4.9k 53.20
India Fund (IFN) 0.0 $259k 23k 11.32
Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN) 0.0 $258k 5.4k 48.18
Ishares Tr Us Telecom Etf (IYZ) 0.0 $257k 6.5k 39.32
Greif CL B (GEF.B) 0.0 $256k 2.9k 87.53
Ishares Ethereum Tr SHS (ETHA) 0.0 $253k 16k 15.83
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $252k 5.1k 49.69
Southern Company (SO) 0.0 $252k 2.6k 96.53
Global X Fds S&p 500 Covered (XYLD) 0.0 $251k 6.4k 39.13
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $249k 4.2k 59.03
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.0 $249k 2.8k 90.49
Bristol Myers Squibb (BMY) 0.0 $249k 4.1k 60.64
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $246k 1.8k 138.37
American Healthcare Reit Com Shs (AHR) 0.0 $244k 5.2k 47.16
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $241k 1.7k 145.76
Ishares Tr Core Msci Total (IXUS) 0.0 $240k 2.8k 86.63
Global X Fds Russell 2000 (RYLD) 0.0 $238k 16k 14.95
Axon Enterprise (AXON) 0.0 $237k 557.00 424.69
Boeing Company (BA) 0.0 $236k 1.2k 199.03
Ishares Tr S&p 100 Etf (OEF) 0.0 $235k 739.00 318.19
Comcast Corp Cl A (CMCSA) 0.0 $234k 8.1k 28.71
Dominion Resources (D) 0.0 $234k 3.8k 61.82
First Tr Exchange-traded Growth Strength (FTGS) 0.0 $231k 6.8k 34.05
Nuveen Mun Cr Income Com Sh Ben Int (NZF) 0.0 $230k 19k 12.18
PPG Industries (PPG) 0.0 $230k 2.1k 106.88
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $229k 7.6k 30.32
Nucor Corporation (NUE) 0.0 $229k 1.4k 169.16
Bank of New York Mellon Corporation (BK) 0.0 $229k 1.9k 118.63
Alliant Energy Corporation (LNT) 0.0 $227k 3.2k 71.76
Blackstone Group Inc Com Cl A (BX) 0.0 $224k 1.9k 115.01
RPM International (RPM) 0.0 $224k 2.2k 99.41
Anthem (ELV) 0.0 $222k 758.00 292.64
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.0 $222k 2.4k 93.64
Interactive Brokers Group In Com Cl A (IBKR) 0.0 $220k 3.3k 67.08
Micron Technology (MU) 0.0 $217k 642.00 337.86
Innovator Etfs Trust Us Eqty Buf Oct (BOCT) 0.0 $217k 4.5k 47.99
Ishares Tr Us Aer Def Etf (ITA) 0.0 $217k 990.00 218.75
Corning Incorporated (GLW) 0.0 $215k 1.6k 135.98
General Dynamics Corporation (GD) 0.0 $214k 622.00 343.40
Shell Spon Ads (SHEL) 0.0 $212k 2.3k 93.00
Principal Exchange Traded Spectrum Pfd (PREF) 0.0 $211k 11k 18.82
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $210k 2.6k 80.61
Charles Schwab Corporation (SCHW) 0.0 $208k 2.2k 93.98
Venture Global Com Cl A (VG) 0.0 $206k 13k 15.76
Invesco Exchange Traded Fd T Semiconductors (PSI) 0.0 $205k 2.2k 94.39
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF) 0.0 $205k 8.3k 24.73
Listed Fds Tr Roundhill Magnif (MAGS) 0.0 $204k 3.5k 57.94
Phillips Edison & Co Common Stock (PECO) 0.0 $203k 5.4k 37.42
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.0 $201k 4.2k 47.82
Public Service Enterprise (PEG) 0.0 $200k 2.5k 80.96
Biohaven (BHVN) 0.0 $131k 16k 8.46
Pimco Municipal Income Fund II (PML) 0.0 $90k 12k 7.57
Zevia Pbc Cl A (ZVIA) 0.0 $15k 13k 1.17
Archer Aviation *w Exp 09/16/202 (ACHR.WS) 0.0 $2.8k 10k 0.28