Chris Bulman

Chris Bulman as of June 30, 2024

Portfolio Holdings for Chris Bulman

Chris Bulman holds 393 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
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 8.1 $12M 334k 35.62
Apple (AAPL) 6.8 $9.9M 47k 210.62
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 6.5 $9.5M 327k 28.92
Vanguard Specialized Funds Div App Etf (VIG) 4.8 $7.0M 39k 182.55
Vanguard Index Fds Growth Etf (VUG) 3.5 $5.1M 14k 374.01
Vanguard Index Fds Small Cp Etf (VB) 3.3 $4.8M 22k 218.04
Vanguard Index Fds Value Etf (VTV) 3.2 $4.7M 29k 160.41
Ishares Tr Core Us Aggbd Et (AGG) 3.1 $4.6M 47k 97.07
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.1 $4.5M 9.5k 479.08
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.2 $3.2M 37k 86.61
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP) 2.1 $3.1M 81k 37.71
First Tr Exchng Traded Fd Vi Ft Vest Inter (YSEP) 2.0 $2.9M 133k 21.58
Proshares Tr S&p 500 Dv Arist (NOBL) 1.6 $2.3M 24k 96.13
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.5 $2.2M 45k 49.42
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 1.5 $2.1M 63k 34.11
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.4 $2.1M 41k 50.88
Innovator Etfs Trust Defined Wlt Shld (BALT) 1.4 $2.0M 66k 30.03
Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 1.3 $1.9M 45k 41.91
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 1.3 $1.8M 48k 38.29
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 1.2 $1.8M 52k 35.13
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.2 $1.8M 28k 64.00
Ishares Tr TRS FLT RT BD (TFLO) 1.2 $1.7M 34k 50.66
Costco Wholesale Corporation (COST) 1.1 $1.5M 1.8k 850.21
Innovator Etfs Trust Intrnl Dev Aprl (IAPR) 0.8 $1.2M 46k 27.04
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) 0.8 $1.2M 45k 27.64
Innovator Etfs Trust Intrnl Dev Jan (IJAN) 0.8 $1.2M 39k 31.41
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.8 $1.2M 33k 37.47
NVIDIA Corporation (NVDA) 0.8 $1.2M 9.7k 123.54
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG) 0.8 $1.2M 35k 33.67
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.8 $1.1M 31k 37.51
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.8 $1.1M 31k 36.51
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.8 $1.1M 29k 37.92
Microsoft Corporation (MSFT) 0.8 $1.1M 2.5k 446.92
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.7 $1.1M 28k 38.85
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.7 $1.0M 17k 59.46
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.7 $993k 22k 44.93
Intuit (INTU) 0.7 $988k 1.5k 657.21
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $928k 11k 83.96
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.6 $837k 24k 34.66
Northern Lts Fd Tr Iv Brookstone Grwth (BAMG) 0.5 $759k 24k 31.14
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.5 $739k 9.2k 80.13
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.5 $722k 20k 36.30
Northern Lts Fd Tr Iv Brookstone Divid (BAMD) 0.5 $718k 25k 28.98
Tesla Motors (TSLA) 0.5 $711k 3.6k 197.86
Northern Lts Fd Tr Iv Brookstone Value (BAMV) 0.5 $711k 24k 29.09
Ishares Tr Core S&p500 Etf (IVV) 0.5 $691k 1.3k 547.23
Allstate Corporation (ALL) 0.5 $665k 4.2k 159.66
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 0.4 $640k 16k 40.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $633k 1.3k 500.13
Honeywell International (HON) 0.4 $624k 2.9k 213.56
Vanguard World Inf Tech Etf (VGT) 0.4 $553k 959.00 576.59
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $551k 11k 48.74
Union Pacific Corporation (UNP) 0.3 $500k 2.2k 226.28
Waste Connections (WCN) 0.3 $498k 2.8k 175.38
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.3 $486k 20k 24.32
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $471k 865.00 544.22
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $469k 7.2k 64.95
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 0.3 $464k 11k 41.49
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.3 $458k 22k 21.04
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.3 $456k 10k 44.65
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.3 $455k 11k 40.23
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.3 $426k 11k 39.08
Abbvie (ABBV) 0.3 $420k 2.4k 171.49
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) 0.3 $388k 12k 31.66
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) 0.3 $379k 13k 29.04
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.2 $347k 7.7k 45.35
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM) 0.2 $331k 11k 29.75
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.2 $312k 15k 20.45
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $311k 16k 19.95
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $311k 16k 19.18
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.2 $311k 16k 19.22
Johnson & Johnson (JNJ) 0.2 $308k 2.1k 146.14
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $290k 7.7k 37.67
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $279k 8.0k 35.08
Cummins (CMI) 0.2 $276k 998.00 276.88
Northern Lts Fd Tr Iv Brookstone Activ (BAMA) 0.2 $275k 9.4k 29.29
Wal-Mart Stores (WMT) 0.2 $273k 4.0k 67.72
Northern Lts Fd Tr Iv Brookstone Oppor (BAMO) 0.2 $272k 9.4k 29.02
Amazon (AMZN) 0.2 $268k 1.4k 193.21
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 0.2 $265k 6.1k 43.17
Innovator Etfs Trust Us Eqty Bufr May (BMAY) 0.2 $262k 6.9k 37.98
Northern Lts Fd Tr Iv Brookstone Yield (BAMY) 0.2 $250k 9.4k 26.50
Jacobs Engineering Group (J) 0.2 $247k 1.8k 139.71
Eli Lilly & Co. (LLY) 0.2 $246k 271.00 906.11
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $245k 4.2k 58.52
Meta Platforms Cl A (META) 0.2 $240k 475.00 504.22
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.2 $238k 11k 21.06
Keysight Technologies (KEYS) 0.2 $237k 1.7k 136.76
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.2 $237k 4.3k 55.23
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $236k 3.4k 69.35
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $236k 2.2k 106.66
Vanguard World Financials Etf (VFH) 0.2 $225k 2.3k 99.88
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $215k 1.5k 145.75
Northern Lts Fd Tr Iv Brookstone Ultra (BAMU) 0.1 $208k 8.2k 25.28
Blackstone Group Inc Com Cl A (BX) 0.1 $192k 1.6k 123.78
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN) 0.1 $190k 4.6k 40.89
salesforce (CRM) 0.1 $186k 722.00 257.10
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.1 $178k 4.1k 43.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $176k 433.00 406.80
Northern Lts Fd Tr Iv Brookstone Inter (BAMB) 0.1 $172k 6.7k 25.67
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) 0.1 $171k 4.6k 37.14
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $163k 2.9k 56.68
American Express Company (AXP) 0.1 $159k 688.00 231.71
Innovator Etfs Trust Buffer Step Up S (BSTP) 0.1 $156k 5.0k 31.37
FedEx Corporation (FDX) 0.1 $153k 510.00 299.96
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $153k 3.0k 50.11
Ishares Tr Core Total Usd (IUSB) 0.1 $149k 3.3k 45.22
Blackrock Etf Trust Ii Aaa Clo Etf (CLOA) 0.1 $147k 2.8k 51.94
Abbott Laboratories (ABT) 0.1 $143k 1.4k 103.94
United Parcel Service CL B (UPS) 0.1 $143k 1.0k 136.85
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) 0.1 $140k 6.0k 23.20
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.1 $140k 4.7k 29.56
Bank of New York Mellon Corporation (BK) 0.1 $140k 2.3k 59.88
Alphabet Cap Stk Cl A (GOOGL) 0.1 $138k 760.00 182.16
Bank of America Corporation (BAC) 0.1 $138k 3.5k 39.77
JPMorgan Chase & Co. (JPM) 0.1 $138k 682.00 202.14
Boeing Company (BA) 0.1 $137k 754.00 182.01
At&t (T) 0.1 $131k 6.9k 19.11
Dupont De Nemours (DD) 0.1 $130k 1.6k 80.49
General Motors Company (GM) 0.1 $127k 2.7k 46.46
Fidelity National Information Services (FIS) 0.1 $125k 1.7k 75.36
Equifax (EFX) 0.1 $124k 513.00 242.49
The Trade Desk Com Cl A (TTD) 0.1 $124k 1.3k 97.67
Lowe's Companies (LOW) 0.1 $123k 559.00 220.36
Ishares Msci Emerg Mrkt (EEMV) 0.1 $119k 2.1k 57.21
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 0.1 $117k 3.2k 37.11
Cme (CME) 0.1 $117k 593.00 196.71
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.1 $115k 2.6k 43.66
Uber Technologies (UBER) 0.1 $114k 1.6k 72.68
Gilead Sciences (GILD) 0.1 $114k 1.7k 68.63
McDonald's Corporation (MCD) 0.1 $112k 438.00 254.84
Comcast Corp Cl A (CMCSA) 0.1 $108k 2.8k 39.16
Innovator Etfs Trust Power Buffer Set (PSTP) 0.1 $107k 3.5k 30.48
Verizon Communications (VZ) 0.1 $99k 2.4k 41.24
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.1 $96k 2.1k 46.79
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $96k 803.00 119.32
Global X Fds S&p 500 Covered (XYLD) 0.1 $92k 2.3k 40.43
Merck & Co (MRK) 0.1 $91k 731.00 123.79
American Electric Power Company (AEP) 0.1 $90k 1.0k 87.75
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $90k 967.00 92.54
Hp (HPQ) 0.1 $88k 2.5k 35.02
Palo Alto Networks (PANW) 0.1 $88k 258.00 339.01
Exxon Mobil Corporation (XOM) 0.1 $88k 760.00 115.07
Ark Etf Tr Innovation Etf (ARKK) 0.1 $87k 2.0k 43.95
Kimberly-Clark Corporation (KMB) 0.1 $85k 616.00 138.27
ConAgra Foods (CAG) 0.1 $85k 3.0k 28.42
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $84k 463.00 182.01
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.1 $84k 1.5k 55.09
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $84k 802.00 104.55
Ishares Tr National Mun Etf (MUB) 0.1 $84k 785.00 106.55
International Paper Company (IP) 0.1 $83k 1.9k 43.14
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $83k 777.00 107.12
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $83k 5.1k 16.22
Kinder Morgan (KMI) 0.1 $83k 4.2k 19.87
Occidental Petroleum Corporation (OXY) 0.1 $82k 1.3k 63.04
UnitedHealth (UNH) 0.1 $82k 161.00 509.26
Walt Disney Company (DIS) 0.1 $82k 822.00 99.33
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $81k 887.00 91.78
Advanced Micro Devices (AMD) 0.1 $81k 500.00 162.21
NiSource (NI) 0.1 $81k 2.8k 28.81
3M Company (MMM) 0.1 $80k 784.00 102.19
Duke Energy Corp Com New (DUK) 0.1 $80k 795.00 100.22
Entergy Corporation (ETR) 0.1 $79k 740.00 106.98
Peak (DOC) 0.1 $79k 4.0k 19.60
Prudential Financial (PRU) 0.1 $79k 672.00 117.17
Truist Financial Corp equities (TFC) 0.1 $78k 2.0k 38.85
T. Rowe Price (TROW) 0.1 $78k 675.00 115.27
Innovator Etfs Trust Us Equt Bufr Aug (BAUG) 0.1 $78k 1.9k 40.57
Ford Motor Company (F) 0.1 $78k 6.2k 12.54
Dominion Resources (D) 0.1 $77k 1.6k 48.98
Kellogg Company (K) 0.1 $77k 1.3k 57.66
Edison International (EIX) 0.1 $77k 1.1k 71.79
Huntington Bancshares Incorporated (HBAN) 0.1 $77k 5.8k 13.18
Realty Income (O) 0.1 $76k 1.4k 52.80
Smucker J M Com New (SJM) 0.1 $76k 700.00 109.04
Chevron Corporation (CVX) 0.1 $76k 485.00 156.55
Hershey Company (HSY) 0.1 $75k 406.00 183.83
Crown Castle Intl (CCI) 0.1 $74k 757.00 97.74
Wec Energy Group (WEC) 0.1 $74k 942.00 78.47
Fmc Corp Com New (FMC) 0.1 $74k 1.3k 57.55
Us Bancorp Del Com New (USB) 0.1 $73k 1.8k 39.70
Innovator Etfs Trust Us Eqty Ultra B (UOCT) 0.1 $73k 2.1k 34.25
Dow (DOW) 0.0 $73k 1.4k 53.05
Blackrock Etf Trust Us Eqt Factor (DYNF) 0.0 $72k 1.5k 46.94
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $71k 418.00 170.76
Novo-nordisk A S Adr (NVO) 0.0 $71k 500.00 142.74
Patterson Companies (PDCO) 0.0 $71k 2.9k 24.12
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $70k 614.00 113.46
Raytheon Technologies Corp (RTX) 0.0 $69k 687.00 100.45
Ge Aerospace Com New (GE) 0.0 $68k 428.00 159.09
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.0 $68k 2.4k 27.87
Procter & Gamble Company (PG) 0.0 $68k 410.00 164.73
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $67k 251.00 267.51
Servicenow (NOW) 0.0 $67k 85.00 786.67
General Dynamics Corporation (GD) 0.0 $67k 229.00 290.21
Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 0.0 $66k 1.8k 37.38
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.0 $66k 622.00 105.47
Spdr Ser Tr S&p Kensho New (KOMP) 0.0 $65k 1.4k 46.07
Ishares Tr Ishares Biotech (IBB) 0.0 $64k 469.00 137.26
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $64k 388.00 164.28
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $63k 617.00 102.30
Lockheed Martin Corporation (LMT) 0.0 $62k 132.00 467.11
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.0 $61k 1.5k 40.67
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.0 $58k 1.1k 52.49
Nextera Energy (NEE) 0.0 $57k 811.00 70.79
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.0 $56k 1.2k 46.03
Constellation Brands Cl A (STZ) 0.0 $54k 211.00 257.38
Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $54k 3.1k 17.67
Becton, Dickinson and (BDX) 0.0 $54k 230.00 233.81
Novartis Sponsored Adr (NVS) 0.0 $53k 500.00 106.46
Broadcom (AVGO) 0.0 $53k 33.00 1605.52
Powershares Actively Managed Total Return (GTO) 0.0 $51k 1.1k 46.36
Nike CL B (NKE) 0.0 $51k 671.00 75.37
Ishares Tr Core Msci Eafe (IEFA) 0.0 $51k 695.00 72.64
Ishares Tr Core Msci Total (IXUS) 0.0 $49k 728.00 67.56
Bristol Myers Squibb (BMY) 0.0 $48k 1.2k 41.53
Direxion Shs Etf Tr Moonshot Innovat (MOON) 0.0 $46k 4.9k 9.45
CVS Caremark Corporation (CVS) 0.0 $46k 776.00 59.09
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $46k 545.00 83.76
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $45k 114.00 391.13
Baxter International (BAX) 0.0 $44k 1.3k 33.44
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.0 $43k 893.00 48.05
Ishares Gold Tr Ishares New (IAU) 0.0 $43k 969.00 43.93
Carrier Global Corporation (CARR) 0.0 $41k 651.00 63.06
Ishares Tr U.s. Tech Etf (IYW) 0.0 $41k 272.00 150.50
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) 0.0 $38k 1.0k 37.85
Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $36k 1.5k 23.48
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.0 $36k 702.00 50.52
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.0 $35k 691.00 50.75
Canadian Pacific Kansas City (CP) 0.0 $35k 440.00 78.73
Centene Corporation (CNC) 0.0 $33k 500.00 66.30
Ishares Tr U.s. Utilits Etf (IDU) 0.0 $33k 371.00 87.88
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.0 $32k 670.00 48.40
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.0 $32k 719.00 45.10
Innovator Etfs Trust Us Eqty Acc Etf (XDJA) 0.0 $32k 1.2k 27.15
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB) 0.0 $32k 904.00 35.43
Ishares Tr Mbs Etf (MBB) 0.0 $32k 343.00 91.81
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $31k 57.00 535.09
Floor & Decor Hldgs Cl A (FND) 0.0 $30k 302.00 99.41
Synopsys (SNPS) 0.0 $30k 50.00 595.06
SJW (SJW) 0.0 $30k 548.00 54.22
Spdr Gold Tr Gold Shs (GLD) 0.0 $29k 135.00 215.01
Ishares Core Msci Emkt (IEMG) 0.0 $27k 507.00 53.53
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR) 0.0 $27k 1.1k 23.18
Global X Fds Russell 2000 (RYLD) 0.0 $26k 1.6k 16.03
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $26k 218.00 118.60
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $25k 511.00 48.64
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $23k 251.00 91.90
Ishares Msci Emrg Chn (EMXC) 0.0 $23k 387.00 59.20
Ishares Tr Eafe Value Etf (EFV) 0.0 $23k 430.00 53.04
Netflix (NFLX) 0.0 $22k 33.00 674.88
Pfizer (PFE) 0.0 $22k 795.00 28.00
Rockwell Automation (ROK) 0.0 $22k 80.00 275.27
Enterprise Products Partners (EPD) 0.0 $22k 743.00 28.98
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $21k 487.00 43.76
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $20k 330.00 61.27
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.0 $20k 841.00 23.48
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.0 $20k 839.00 23.50
Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) 0.0 $20k 792.00 24.82
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.0 $20k 808.00 24.29
Intel Corporation (INTC) 0.0 $20k 634.00 30.95
Accenture Plc Ireland Shs Class A (ACN) 0.0 $18k 60.00 303.42
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $18k 252.00 72.07
Ge Vernova (GEV) 0.0 $18k 105.00 171.51
Zoetis Cl A (ZTS) 0.0 $17k 100.00 173.36
Coca-Cola Company (KO) 0.0 $17k 267.00 63.65
Vanguard World Energy Etf (VDE) 0.0 $17k 133.00 127.57
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $17k 85.00 197.11
Waste Management (WM) 0.0 $16k 77.00 213.34
Exchange Traded Concepts Tru Robo Glb Artif (THNQ) 0.0 $15k 341.00 45.04
Devon Energy Corporation (DVN) 0.0 $15k 322.00 47.40
Qualcomm (QCOM) 0.0 $15k 75.00 199.19
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.0 $14k 183.00 78.03
Cisco Systems (CSCO) 0.0 $14k 300.00 47.51
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $14k 385.00 35.56
Proshares Tr Pshs Ult S&p 500 (SSO) 0.0 $14k 165.00 82.52
Blackrock Etf Trust Ii Flexible Income (BINC) 0.0 $14k 260.00 52.20
Pepsi (PEP) 0.0 $13k 80.00 164.93
Visa Com Cl A (V) 0.0 $13k 50.00 262.48
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $13k 250.00 52.46
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $13k 300.00 42.59
Ishares Tr Select Divid Etf (DVY) 0.0 $12k 100.00 120.98
Ark Etf Tr Ark Space Expl (ARKX) 0.0 $12k 809.00 14.92
Home Depot (HD) 0.0 $12k 35.00 344.23
Zoom Video Communications In Cl A (ZM) 0.0 $12k 200.00 59.19
Alphabet Cap Stk Cl C (GOOG) 0.0 $12k 64.00 183.42
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $11k 204.00 56.04
J P Morgan Exchange Traded F Internl Gwt (JIG) 0.0 $11k 178.00 64.15
Wisdomtree Tr Itl High Div Fd (DTH) 0.0 $11k 290.00 38.38
Sempra Energy (SRE) 0.0 $11k 146.00 76.06
Valero Energy Corporation (VLO) 0.0 $11k 70.00 156.76
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $11k 140.00 78.07
Ross Stores (ROST) 0.0 $11k 72.00 145.32
Bhp Group Sponsored Ads (BHP) 0.0 $10k 181.00 57.14
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.0 $10k 229.00 44.65
BP Sponsored Adr (BP) 0.0 $10k 279.00 36.16
Edwards Lifesciences (EW) 0.0 $10k 109.00 92.37
IDEXX Laboratories (IDXX) 0.0 $9.7k 20.00 487.20
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.0 $9.7k 213.00 45.71
Ishares Tr Us Infrastruc (IFRA) 0.0 $9.0k 214.00 42.12
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $9.0k 154.00 58.23
Crowdstrike Hldgs Cl A (CRWD) 0.0 $8.8k 23.00 383.17
Series Portfolios Tr Panagram Bbb B (CLOZ) 0.0 $8.7k 324.00 26.94
Adobe Systems Incorporated (ADBE) 0.0 $8.3k 15.00 555.53
Thermo Fisher Scientific (TMO) 0.0 $8.3k 15.00 553.00
FactSet Research Systems (FDS) 0.0 $8.2k 20.00 408.25
Airbnb Com Cl A (ABNB) 0.0 $7.6k 50.00 151.62
Ishares Tr U.s. Energy Etf (IYE) 0.0 $7.2k 150.00 48.00
Arcus Biosciences Incorporated (RCUS) 0.0 $7.1k 464.00 15.23
Workday Cl A (WDAY) 0.0 $6.9k 31.00 223.55
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) 0.0 $6.5k 132.00 49.52
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $6.5k 136.00 47.45
Ishares Tr Russell 2000 Etf (IWM) 0.0 $5.7k 28.00 202.89
Oracle Corporation (ORCL) 0.0 $5.4k 38.00 141.21
Arista Networks (ANET) 0.0 $5.3k 15.00 350.47
ConocoPhillips (COP) 0.0 $4.9k 43.00 114.35
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR) 0.0 $4.6k 138.00 33.67
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY) 0.0 $4.6k 145.00 31.92
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN) 0.0 $4.6k 144.00 32.01
MetLife (MET) 0.0 $4.2k 60.00 70.18
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.0 $3.9k 166.00 23.57
Roblox Corp Cl A (RBLX) 0.0 $3.7k 100.00 37.21
Innovator Etfs Trust Innovator Deepw (LOUP) 0.0 $3.6k 76.00 47.59
Biontech Se Sponsored Ads (BNTX) 0.0 $3.6k 45.00 80.36
Warner Bros Discovery Com Ser A (WBD) 0.0 $3.5k 476.00 7.44
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) 0.0 $3.3k 85.00 38.52
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 0.0 $3.3k 79.00 41.42
Select Sector Spdr Tr Technology (XLK) 0.0 $3.2k 14.00 226.21
Ark Etf Tr Fintech Innova (ARKF) 0.0 $3.1k 112.00 27.86
Mastercard Incorporated Cl A (MA) 0.0 $3.1k 7.00 441.14
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $3.0k 80.00 37.02
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.0 $2.8k 116.00 23.91
Select Sector Spdr Tr Energy (XLE) 0.0 $2.7k 30.00 91.17
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $2.6k 25.00 102.72
First Trust/Four Corners SFRI Fund II (FCT) 0.0 $2.5k 250.00 10.08
Tyler Technologies (TYL) 0.0 $2.5k 5.00 502.80
Blackberry (BB) 0.0 $2.5k 1.0k 2.48
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $2.2k 23.00 93.65
Franklin Templeton Etf Tr Income Eqt Focus (INCE) 0.0 $2.2k 40.00 53.85
Arm Holdings Sponsored Ads (ARM) 0.0 $2.1k 13.00 163.62
Wells Fargo & Company (WFC) 0.0 $2.0k 34.00 59.85
Amc Entmt Hldgs Cl A New (AMC) 0.0 $1.9k 375.00 4.98
TJX Companies (TJX) 0.0 $1.8k 16.00 110.12
Ishares Tr Glb Infrastr Etf (IGF) 0.0 $1.7k 36.00 47.92
First Majestic Silver Corp (AG) 0.0 $1.7k 287.00 5.92
Dell Technologies CL C (DELL) 0.0 $1.7k 12.00 137.92
Global X Fds Telmdc&dig Etf (EDOC) 0.0 $1.6k 186.00 8.75
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.0 $1.6k 36.00 44.61
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) 0.0 $1.5k 37.00 41.16
Otis Worldwide Corp (OTIS) 0.0 $1.4k 15.00 96.27
Ishares Esg Awr Msci Em (ESGE) 0.0 $1.4k 42.00 33.52
Garrett Motion (GTX) 0.0 $1.3k 153.00 8.59
Innovator Etfs Trust Nasdaq 100 Mana (QFLR) 0.0 $1.2k 45.00 27.42
Xylem (XYL) 0.0 $1.1k 8.00 135.62
Woodside Energy Group Sponsored Adr (WDS) 0.0 $1.1k 56.00 18.80
Lucid Group (LCID) 0.0 $1.0k 400.00 2.61
PG&E Corporation (PCG) 0.0 $1.0k 59.00 17.46
GSK Sponsored Adr (GSK) 0.0 $1.0k 26.00 38.50
AGCO Corporation (AGCO) 0.0 $979.000000 10.00 97.90
Ishares Tr Aggres Alloc Etf (AOA) 0.0 $897.000000 12.00 74.75
Sherwin-Williams Company (SHW) 0.0 $894.999900 3.00 298.33
Trex Company (TREX) 0.0 $814.999900 11.00 74.09
Ecolab (ECL) 0.0 $714.000000 3.00 238.00
Amgen (AMGN) 0.0 $625.000000 2.00 312.50
Twilio Cl A (TWLO) 0.0 $625.000200 11.00 56.82
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $622.999500 15.00 41.53
Palantir Technologies Cl A (PLTR) 0.0 $421.999500 17.00 24.82
United Sts Brent Oil Unit (BNO) 0.0 $387.000000 12.00 32.25
Citigroup Com New (C) 0.0 $381.000000 6.00 63.50
Iron Mountain (IRM) 0.0 $358.000000 4.00 89.50
Old Republic International Corporation (ORI) 0.0 $340.000100 11.00 30.91
Eastman Chemical Company (EMN) 0.0 $294.000000 3.00 98.00
Paypal Holdings (PYPL) 0.0 $290.000000 5.00 58.00
Haleon Spon Ads (HLN) 0.0 $272.999100 33.00 8.27
Clorox Company (CLX) 0.0 $273.000000 2.00 136.50
Viatris (VTRS) 0.0 $255.000000 24.00 10.62
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $236.000100 3.00 78.67
Fiverr Intl Ord Shs (FVRR) 0.0 $234.000000 10.00 23.40
Darling International (DAR) 0.0 $220.999800 6.00 36.83
Lauder Estee Cos Cl A (EL) 0.0 $213.000000 2.00 106.50
Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $201.000000 4.00 50.25
Walgreen Boots Alliance (WBA) 0.0 $181.000500 15.00 12.07
Nokia Corp Sponsored Adr (NOK) 0.0 $173.999600 46.00 3.78
LTC Properties (LTC) 0.0 $173.000000 5.00 34.60
Tilray (TLRY) 0.0 $133.998300 81.00 1.65
Jd.com Spon Ads Cl A (JD) 0.0 $129.000000 5.00 25.80
Clover Health Investments Com Cl A (CLOV) 0.0 $123.000000 100.00 1.23
Snap Cl A (SNAP) 0.0 $108.999800 7.00 15.57
Fate Therapeutics (FATE) 0.0 $33.000000 10.00 3.30
Ocugen (OCGN) 0.0 $20.000500 13.00 1.54
Sundial Growers (SNDL) 0.0 $19.000000 10.00 1.90
Cenntro (CENN) 0.0 $1.000000 1.00 1.00
Gamestop Corp Cl A (GME) 0.0 $0 0 0.00