Comprehensive Financial Planning

Comprehensive Financial Planning as of Dec. 31, 2024

Portfolio Holdings for Comprehensive Financial Planning

Comprehensive Financial Planning holds 360 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.9 $8.2M 33k 250.42
NVIDIA Corporation (NVDA) 5.5 $6.5M 49k 134.29
Microsoft Corporation (MSFT) 5.3 $6.3M 15k 421.49
Facebook Inc cl a (META) 4.1 $4.8M 8.3k 585.52
Janus Henderson Aaa Clo Etf Uie (JAAA) 4.1 $4.8M 95k 50.71
Ishares Core S&p 500 Etf Iv Uie (IVV) 4.0 $4.7M 8.0k 588.66
Vanguard S&p 500 Etf Uie (VOO) 3.7 $4.4M 8.1k 538.79
Schwab Us Large Cap Growth Etf Uie (SCHG) 3.4 $4.0M 143k 27.87
Invsc S P 500 Top 50 Etf Uie (XLG) 3.1 $3.6M 73k 49.96
Amazon (AMZN) 2.3 $2.7M 12k 219.39
Ishares Us Treasury Bondetf Uie (GOVT) 2.1 $2.5M 109k 22.98
Invesco S And P Midcap Qualty Etf Uie (XMHQ) 2.0 $2.4M 24k 98.47
Spdr S&p 500 Etf Iv Uie (SPY) 1.9 $2.3M 3.9k 586.01
Costco Wholesale Corporation (COST) 1.8 $2.2M 2.4k 916.30
Ishares Semiconductor Etf Uie (SOXX) 1.7 $2.0M 9.4k 215.50
Wisdomtree Us Qlt Div Grw Etf Uie (DGRW) 1.7 $2.0M 24k 80.93
Berkshire Hathaway (BRK.B) 1.6 $1.9M 4.2k 453.28
Invsc Qqq Trust Srs 1 Etf Uie (QQQ) 1.5 $1.8M 3.6k 511.26
Innovator Defined Wealthshield Etf Uie (BALT) 1.5 $1.8M 58k 31.42
Schwab Us Dividend Equity Etf Uie (SCHD) 1.5 $1.7M 64k 27.32
Invesco Nasdaq 100 Etf Uie (QQQM) 1.4 $1.7M 7.9k 210.44
J P Morgan Nasdaq Eqt Prm Inc Etf Uie (JEPQ) 1.3 $1.5M 27k 56.38
Tesla Motors (TSLA) 1.1 $1.4M 3.4k 403.84
Servicenow (NOW) 1.1 $1.4M 1.3k 1060.12
Crowdstrike Hldgs Inc cl a (CRWD) 1.0 $1.2M 3.5k 342.16
Vanguard Mid Cap Etf Uie (VO) 1.0 $1.2M 4.4k 264.12
Vanguard Information Technolo Etf Iv Uie (VGT) 0.9 $1.1M 1.8k 621.76
Ft Vest Rising Div Income Etf Uie (RDVI) 0.8 $987k 41k 24.24
Invesco S & P Midcap Momentum Etf Uie (XMMO) 0.8 $911k 7.4k 123.53
Ishares Us Technology Etf Uie (IYW) 0.7 $884k 5.5k 159.53
Listed Fnds Rondhl Mgnfcnt Etf Uie (MAGS) 0.7 $877k 16k 54.42
Ishares Expanded Tech Sector Etf Uie (IGM) 0.7 $854k 8.4k 102.09
Pacer Us Cash Cows 100 Etf Uie (COWZ) 0.7 $846k 15k 56.48
Technology Select Sectorspdr Etf Iv Uie (XLK) 0.7 $770k 3.3k 232.53
Broadcom (AVGO) 0.6 $766k 3.3k 231.87
Innovator Us Equity Power Buffer Etf Uie (PJUL) 0.6 $757k 18k 41.17
Ishares Core Dividend Growth Etf Uie (DGRO) 0.6 $727k 12k 61.34
Victoryshares Free Cash Flow Etf Uie (VFLO) 0.6 $718k 21k 34.09
Ishares S&p 500 Growth Etf Uie (IVW) 0.6 $696k 6.9k 101.53
Avantis U S Large Cap Value Etf Uie (AVLV) 0.5 $646k 9.7k 66.77
Jpmorgan Equity Premium Income Etf Uie (JEPI) 0.5 $644k 11k 57.53
Invsc S P 500 Equal Weight Etf Iv Uie (RSP) 0.5 $639k 3.6k 175.23
Spdr Sp 1500 Value Tilt Etf Uie (VLU) 0.5 $626k 3.4k 184.06
Waste Management (WM) 0.5 $626k 3.1k 201.79
Janus Henderson Secrtz Inc Etf Uie (JSI) 0.5 $610k 12k 51.81
Alphabet Inc Class A cs (GOOGL) 0.5 $576k 3.0k 189.31
First Trust Mlt Mnr Sml Cp Op Etf Uie (MMSC) 0.5 $545k 26k 20.74
Republic Services (RSG) 0.5 $537k 2.7k 201.21
Global X Mlp Etf Uie (MLPA) 0.5 $536k 11k 49.41
T Rowe Price U S Equity Research Etf Uie (TSPA) 0.4 $511k 14k 36.97
Ishares Total Us Stock Market Etf Uie (ITOT) 0.4 $475k 3.7k 128.63
Alphabet Inc Class C cs (GOOG) 0.4 $469k 2.5k 190.45
Janus Henderson Shrt Drtn Inm Etf Uie (VNLA) 0.4 $461k 9.4k 48.91
Victoryshares Us Eq Income Enh Vol Wtd Idx Etf Uie (CDC) 0.4 $451k 7.2k 62.58
Ishs Us Tech Indepdnce Focusd Etf Uie (IETC) 0.4 $442k 5.2k 85.33
Innovator Ibd 50 Etf Uie (FFTY) 0.4 $437k 15k 28.59
T Rowe Price Blue Chip Growth Etf Uie (TCHP) 0.4 $415k 9.9k 42.11
Vanguard Small Cap Etf Uie (VB) 0.3 $399k 1.7k 240.26
Vanguard High Dividend Yield Etf Uie (VYM) 0.3 $393k 3.1k 127.58
Ishares Russell Top 200 Growth Etf Uie (IWY) 0.3 $390k 1.7k 235.20
Frst Trst Smid Cap Rsng Div Ach Etf Uie (SDVY) 0.3 $379k 11k 35.85
Vanguard Health Care Etf Uie (VHT) 0.3 $371k 1.5k 253.63
Vanguard Mega Cap Growthetf Uie (MGK) 0.3 $360k 1.0k 343.32
Aptus Defined Risk Etf Uie (DRSK) 0.3 $355k 13k 27.43
Jpmorgan Active Growth Etf Uie (JGRO) 0.3 $344k 4.2k 81.03
Vanguard Total Stock Market Etf Uie (VTI) 0.3 $342k 1.2k 289.70
Global X Defense Tech Etf Uie (SHLD) 0.3 $336k 9.0k 37.41
U.S. Lime & Minerals (USLM) 0.3 $330k 2.5k 132.72
Invesco S & P Midcap Value With Momentum Etf Uie (XMVM) 0.3 $317k 5.7k 55.42
Invsc S P 500 Momentum Etf Uie (SPMO) 0.3 $309k 3.3k 95.02
Exxon Mobil Corporation (XOM) 0.3 $302k 2.8k 107.55
Fulton Financial (FULT) 0.3 $301k 16k 19.28
Innovator Us Equity Buffer Etf Uie (BJUL) 0.2 $294k 6.6k 44.56
Vanguard Consumer Discretionary Etf Uie (VCR) 0.2 $294k 784.00 375.15
Global X Fund Glb X Art Intl Tgy Etf Uie (AIQ) 0.2 $276k 7.1k 38.64
Argan (AGX) 0.2 $272k 2.0k 137.06
Jpmorgn Hedgd Eqty Lad Ovrly Etf Uie (HELO) 0.2 $269k 4.3k 62.04
Vanguard Mid Cap Value Etf Uie (VOE) 0.2 $260k 1.6k 161.77
Invesco Dorsey Wright Indstrls Etf Uie (PRN) 0.2 $259k 1.7k 153.77
Astera Labs (ALAB) 0.2 $250k 1.9k 132.45
Ishares Russell 2000 Value Etf Iv Uie (IWN) 0.2 $235k 1.4k 164.13
Energy Select Sector Spdr Etf Uie (XLE) 0.2 $217k 2.5k 85.67
JPMorgan Chase & Co. (JPM) 0.2 $209k 873.00 239.72
Advanced Micro Devices (AMD) 0.2 $199k 1.7k 120.79
Comfort Systems USA (FIX) 0.2 $196k 463.00 423.82
Visa (V) 0.2 $193k 612.00 316.04
Ishares Us Transportation Etf Uie (IYT) 0.2 $191k 2.8k 67.57
Recursion Pharmaceuticals (RXRX) 0.2 $190k 28k 6.76
Ftai Aviation Ltd F Fgo (FTAI) 0.2 $190k 1.3k 144.04
Tractor Supply Company (TSCO) 0.2 $186k 3.5k 53.06
Ishares Expanded Tch Stwsctr Etf Iv Uie (IGV) 0.2 $183k 1.8k 100.13
Chevron Corporation (CVX) 0.2 $178k 1.2k 144.88
Blue Owl Capital (OWL) 0.1 $172k 7.4k 23.26
Tradeweb Markets (TW) 0.1 $169k 1.3k 130.92
Vanguard Mega Cap Value Etf Uie (MGV) 0.1 $168k 1.3k 124.92
Clearw.a.hld. (CWAN) 0.1 $168k 6.1k 27.52
Amphenol Corporation (APH) 0.1 $167k 2.4k 69.45
Ishares Russell 2000 Etf Uie (IWM) 0.1 $167k 757.00 220.89
Louisiana-Pacific Corporation (LPX) 0.1 $162k 1.6k 103.58
Texas Roadhouse (TXRH) 0.1 $160k 889.00 180.44
Spotify Technology S A F Fgo (SPOT) 0.1 $156k 348.00 447.38
Badger Meter (BMI) 0.1 $155k 730.00 212.22
Home Depot (HD) 0.1 $154k 395.00 389.34
Ishares Msci Usa Min Volfctr Etf Uie (USMV) 0.1 $151k 1.7k 88.77
Axon Enterprise (AXON) 0.1 $150k 252.00 594.32
Select Str Financial Select Spdr Etf Uie (XLF) 0.1 $146k 3.0k 48.34
Credo Technology Group F Fgo (CRDO) 0.1 $146k 2.2k 67.21
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Adr (TSM) 0.1 $138k 700.00 197.49
Victoryshares Us Small Mid Cap Value Momentum Etf Uie (USVM) 0.1 $132k 1.6k 84.21
T Rowe Price Dividend Growth Etf Uie (TDVG) 0.1 $130k 3.3k 39.59
Ishares Treasury Floatngrate Bd Etf Uie (TFLO) 0.1 $130k 2.6k 50.47
Invsc S P 500 Pure Valueetf Uie (RPV) 0.1 $129k 1.4k 90.21
Vanguard Growth Etf Uie (VUG) 0.1 $128k 312.00 410.02
Super Micro Computer Inc Com Usd0.001 (SMCI) 0.1 $126k 4.1k 30.48
Spdr S&p Midcap 400 Etf Iv Uie (MDY) 0.1 $121k 213.00 568.75
Vaneck Semiconductor Etf Uie (SMH) 0.1 $121k 500.00 242.17
Ishares Core S&p Small Cap Etf Uie (IJR) 0.1 $111k 967.00 115.19
Valero Energy Corporation (VLO) 0.1 $110k 900.00 122.59
Ishares Core Us Aggregate Bond Etf Uie (AGG) 0.1 $109k 1.1k 96.90
PNC Financial Services (PNC) 0.1 $105k 546.00 192.85
Merck & Co (MRK) 0.1 $105k 1.1k 99.46
Palo Alto Networks (PANW) 0.1 $101k 556.00 181.96
Gabelli Financial Services Oppor Etf Uie (GABF) 0.1 $98k 2.2k 45.46
Ishares Russell Top 200 Etf Uie (IWL) 0.1 $95k 659.00 144.66
Qualcomm (QCOM) 0.1 $92k 600.00 153.62
Ionq Inc Pipe (IONQ) 0.1 $92k 2.2k 41.77
Uber Technologies (UBER) 0.1 $90k 1.5k 60.32
Ishares Core Msci Totl Intl Stck Etf Uie (IXUS) 0.1 $90k 1.4k 66.12
Ishares Msci Usa Momntumfct Etf Uie (MTUM) 0.1 $89k 428.00 207.11
Ishares Russell Mid Cap Etf Uie (IWR) 0.1 $88k 990.00 88.40
John Hancock Multifctr Mid Cp Etf Uie (JHMM) 0.1 $87k 1.5k 59.72
Arm Hldgs Plc Funsponsored Adr 1 Adr Reps 1 Ord Adr (ARM) 0.1 $86k 700.00 123.36
Ishares Russell 1000 Growth Etf Uie (IWF) 0.1 $84k 210.00 400.90
Select Sector Uti Selectspdr Etf Uie (XLU) 0.1 $83k 1.1k 75.66
T Rowe Price Cptl Aprctneqt Etf Uie (TCAF) 0.1 $82k 2.5k 33.28
Caterpillar (CAT) 0.1 $79k 218.00 363.58
Pepsi (PEP) 0.1 $75k 491.00 152.13
Vanguard S&p 500 Value Etf Uie (VOOV) 0.1 $75k 404.00 184.35
Avantis International Equity Etf Uie (AVDE) 0.1 $71k 1.2k 61.36
Spdr Dow Jones Industrial Avrg Etf @ Uie (DIA) 0.1 $71k 167.00 425.13
Waste Connections Inc F FGC (WCN) 0.1 $69k 400.00 171.58
Occidental Petroleum Corporation (OXY) 0.1 $68k 1.4k 49.40
Communicat Svs Slct Sec Spdr Etf Iv Uie (XLC) 0.1 $65k 668.00 96.88
Invsc Sp 500 Equal Weight Tech Etf Uie (RSPT) 0.1 $63k 1.7k 37.41
Enb Financial Corp Pa (ENBP) 0.1 $62k 3.6k 17.20
Ishares Global Energy Etf Uie (IXC) 0.1 $61k 1.6k 38.19
Avantis Us Small Cap Value Etf Uie (AVUV) 0.1 $61k 631.00 96.47
Vanguard Russell 2000 Etf Uie (VTWO) 0.1 $60k 676.00 89.36
Abbvie (ABBV) 0.0 $59k 333.00 177.55
Vanguard Large Cap Etf Uie (VV) 0.0 $57k 212.00 270.29
Global X Lithium Batterytech Etf Uie (LIT) 0.0 $57k 1.4k 40.78
Schwab Short Term Us Treasury Etf Uie (SCHO) 0.0 $55k 2.3k 24.06
Hershey Company (HSY) 0.0 $54k 319.00 169.30
Live Nation Entertainment (LYV) 0.0 $53k 409.00 129.50
Ishares Core Moderate Allocatin Etf Uie (AOM) 0.0 $51k 1.2k 43.43
Vanguard Mid Cap Growth Etf Uie (VOT) 0.0 $51k 200.00 253.75
Ishares Us Financial Seretf Uie (IYG) 0.0 $50k 641.00 77.86
Ishares Biotechnology Etf Uie (IBB) 0.0 $47k 359.00 132.12
Vanguard Short-term Bondetf Uie (BSV) 0.0 $47k 611.00 77.27
Vanguard Mega Cap Etf Uie (MGC) 0.0 $45k 211.00 213.07
Leadershars Alphfctr Us Cr Eq Etf Uie (LSAF) 0.0 $45k 1.1k 40.52
Ishares S&p Mid Cap 400 Grwth Etf Uie (IJK) 0.0 $45k 489.00 90.95
Vanguard Value Etf Uie (VTV) 0.0 $44k 257.00 169.39
Square Inc cl a (XYZ) 0.0 $43k 508.00 84.99
Spdr Ssga Us Lg Cp Lw Vlt Inx Etf Uie (LGLV) 0.0 $41k 250.00 164.97
Raytheon Technologies Corp (RTX) 0.0 $40k 349.00 115.76
Ishares Core Growth Allocation Etf Uie (AOR) 0.0 $39k 676.00 57.28
Spdr Portfolio S&p 500 Etf Uie (SPLG) 0.0 $39k 559.00 68.94
Vanguard Dividend Appreciation Etf Uie (VIG) 0.0 $38k 196.00 195.47
Orrstown Financial Services (ORRF) 0.0 $38k 1.0k 36.62
Columbia Research Enhanced Cr Etf Uie (RECS) 0.0 $37k 1.1k 34.61
First Trust Long Short Equity Etf Uie (FTLS) 0.0 $36k 547.00 65.76
Ishares S&p Mid Cap 400 Value Etf Uie (IJJ) 0.0 $36k 286.00 125.00
Timothy Plan Us Larg Md Cp Cr Etf Uie (TPLC) 0.0 $35k 814.00 42.80
Blackstone Group Inc Com Cl A (BX) 0.0 $35k 200.00 172.42
Bristol Myers Squibb (BMY) 0.0 $34k 608.00 56.60
Micron Technology (MU) 0.0 $34k 400.00 84.16
Wisdomtree Us Largecap Dividend Etf Uie (DLN) 0.0 $34k 432.00 77.76
Ishares Us Medical Devices Etf Uie (IHI) 0.0 $33k 566.00 58.37
Snap Inc cl a (SNAP) 0.0 $32k 3.0k 10.77
Ishares Msci Acwi Ex Us Etf Uie (ACWX) 0.0 $30k 581.00 52.16
Ishares Core Msci Eafe Etf Uie (IEFA) 0.0 $30k 427.00 70.28
Western Digital (WDC) 0.0 $30k 500.00 59.63
First Tr Lrg Cp Grw Alphadex Etf Uie (FTC) 0.0 $29k 209.00 138.25
T Rowe Price Growth Etf Uie (TGRT) 0.0 $28k 731.00 37.85
Vistra Energy (VST) 0.0 $28k 200.00 137.87
Invsc S P Midcap Low Volatility Etf Uie (XMLV) 0.0 $28k 453.00 60.81
McDonald's Corporation (MCD) 0.0 $27k 94.00 290.89
Invesco Ii Insco Dry Wrht Smlcp Etf Uie (DWAS) 0.0 $27k 296.00 91.35
Pan Amern Silver Corp F FGC (PAAS) 0.0 $27k 1.3k 20.22
Vanguard Financials Etf Uie (VFH) 0.0 $26k 218.00 117.94
Ishares Global Timber Forestry Etf Uie (WOOD) 0.0 $25k 323.00 76.28
Ishares Ai Invatn And Tec Act Etf Uie (BAI) 0.0 $25k 906.00 27.08
Wisdomtree Art Intll Andinnvt Etf Uie (WTAI) 0.0 $24k 1.1k 21.99
Ishares Us Regional Banks Etf Uie (IAT) 0.0 $24k 467.00 50.39
Newmont Mining Corporation (NEM) 0.0 $24k 632.00 37.22
Norfolk Southern (NSC) 0.0 $24k 100.00 234.70
Leadershrs Alphafctr Tact Focus Etf Uie (LSAT) 0.0 $23k 574.00 40.20
Jpmorgan Short Duration Core Plu Etf Uie (JSCP) 0.0 $23k 488.00 46.61
Vanguard Total International Stk Etf Uie (VXUS) 0.0 $23k 383.00 58.93
Energy Transfer MLP (ET) 0.0 $22k 1.1k 19.59
T Rowe Price Growth Stock Etf Uie (TGRW) 0.0 $22k 550.00 39.80
Johnson & Johnson (JNJ) 0.0 $22k 150.00 144.49
Allegiant Travel Company (ALGT) 0.0 $21k 228.00 94.05
Advisorshares Focused Equity Etf Uie (CWS) 0.0 $21k 330.00 64.69
Global X Us Infra Dvlpmnt Etf Uie (PAVE) 0.0 $20k 482.00 40.41
First Tr Nasdaq Tech Dividx Etf Uie (TDIV) 0.0 $19k 245.00 78.46
Lynas Rare Earths Ordf Ufo (LYSCF) 0.0 $18k 4.5k 3.98
Avantis Emerging Marketseq Etf Uie (AVEM) 0.0 $18k 300.00 58.78
Ford Motor Company (F) 0.0 $17k 1.7k 9.90
Bitwise Crypto Industry Innovat Etf Uie (BITQ) 0.0 $17k 1.0k 16.89
Caesars Entertainment (CZR) 0.0 $17k 500.00 33.42
Vanguard Ftse Developed Markets Etf Uie (VEA) 0.0 $16k 342.00 47.82
Select Sector Health Care Spdr Etf Uie (XLV) 0.0 $16k 119.00 137.40
Wal-Mart Stores (WMT) 0.0 $16k 180.00 90.35
Pfizer (PFE) 0.0 $16k 599.00 26.51
UnitedHealth (UNH) 0.0 $16k 31.00 505.87
Sofi Technologies (SOFI) 0.0 $15k 1.0k 15.40
Travelers Companies (TRV) 0.0 $15k 63.00 241.56
GSI Technology (GSIT) 0.0 $15k 5.0k 3.03
Schwab Us Large Cap Value Etf Uie (SCHV) 0.0 $15k 576.00 26.07
Linde Plc F Fgo (LIN) 0.0 $14k 34.00 418.68
Pacer Us Small Cap Cash Cows 100 Etf Uie (CALF) 0.0 $14k 322.00 43.98
Vanguard Russell 1000 Etf Uie (VONE) 0.0 $14k 51.00 266.73
Spdr S&p Health Care Equipment Etf Uie (XHE) 0.0 $13k 150.00 88.57
Ishares Iboxx Invt Gradebond Etf Iv Uie (LQD) 0.0 $13k 122.00 106.84
Dimensional U S Small Cap Etf Uie (DFAS) 0.0 $13k 195.00 65.08
Carnival Corp F Fgo (CCL) 0.0 $13k 500.00 24.92
Vanguard Small Cap Valueetf Uie (VBR) 0.0 $12k 62.00 199.74
Prologis Inc Reit Ret (PLD) 0.0 $12k 116.00 105.70
Riot Blockchain (RIOT) 0.0 $12k 1.2k 10.21
Hanesbrands (HBI) 0.0 $12k 1.5k 8.14
Jpmorgan Ultra Short Income Etf Uie (JPST) 0.0 $12k 236.00 50.45
Spdr Gold Shares Etf Uie (GLD) 0.0 $12k 48.00 242.12
Vanguard Russell 1000 Growth Etf Uie (VONG) 0.0 $12k 112.00 103.30
Vanguard Russell 2000 Value Etf Uie (VTWV) 0.0 $12k 80.00 144.61
Ishares Russell 1000 Value Etf Iv Uie (IWD) 0.0 $11k 61.00 185.13
Duke Energy (DUK) 0.0 $11k 104.00 107.74
Ishr Etf Gsci Cmd Dyn Str Etf Uie (COMT) 0.0 $11k 432.00 25.34
Origin Materials (ORGN) 0.0 $11k 8.5k 1.28
Parker-Hannifin Corporation (PH) 0.0 $11k 17.00 636.06
Vanguard Internatnl Hgh Div Yld Etf Uie (VYMI) 0.0 $10k 151.00 67.88
Walt Disney Company (DIS) 0.0 $10k 90.00 111.71
Nasdaq Omx (NDAQ) 0.0 $10k 129.00 77.52
Ishares Total Usd Bond Market Etf Uie (IUSB) 0.0 $9.8k 216.00 45.20
Celestica Inc Fclass Equity FGC (CLS) 0.0 $9.6k 104.00 92.30
Grayscale Bitcoin Trust Etf Uie (GBTC) 0.0 $9.5k 129.00 74.02
Spdr Fund Consumer Staples Etf Uie (XLP) 0.0 $9.4k 120.00 78.51
Ishares Core S&p Mid Capetf Uie (IJH) 0.0 $9.3k 150.00 62.31
Jpmorgan U S Tech Leaders Etf Iv Uie (JTEK) 0.0 $9.2k 121.00 75.67
Coca-Cola Company (KO) 0.0 $9.2k 147.00 62.27
Lam Research (LRCX) 0.0 $8.7k 120.00 72.23
Spdr Fund Consumer Discre Select Etf Uie (XLY) 0.0 $8.5k 38.00 224.34
General Dynamics Corporation (GD) 0.0 $8.4k 32.00 263.50
Ishares Global Financials Etf Uie (IXG) 0.0 $8.1k 84.00 96.06
Invesco S&pinvesco S&p 500 Equal Weight Financials Etf 500 Equal Uie (RSPF) 0.0 $7.8k 108.00 72.37
Jpmorgan Ultra Shrt Muncipl Incm Etf Uie (JMST) 0.0 $7.7k 153.00 50.58
Texas Instruments Incorporated (TXN) 0.0 $7.7k 41.00 187.51
Carrier Global Corporation (CARR) 0.0 $7.5k 110.00 68.26
Intel Corporation (INTC) 0.0 $7.4k 369.00 20.03
Spdr Port Mrtgg Bckd Bndetf Uie (SPMB) 0.0 $7.3k 341.00 21.55
Applied Materials (AMAT) 0.0 $7.3k 45.00 162.62
Ishares Core Msci Emerging Etf Uie (IEMG) 0.0 $7.3k 140.00 52.22
Northrop Grumman Corporation (NOC) 0.0 $7.0k 15.00 469.27
Ishares Select Dividend Etf Uie (DVY) 0.0 $7.0k 53.00 131.28
Cigna Corp (CI) 0.0 $6.6k 24.00 276.12
Ishares S&p 100 Etf Uie (OEF) 0.0 $6.4k 22.00 292.05
Vanguard Industrials Etf Uie (VIS) 0.0 $6.1k 24.00 254.38
American Airls (AAL) 0.0 $6.0k 344.00 17.43
Jpmorgan Active Value Etf Uie (JAVA) 0.0 $6.0k 94.00 63.49
Bank of America Corporation (BAC) 0.0 $5.9k 135.00 43.95
Ishares Russell 2000 Growth Etf Uie (IWO) 0.0 $5.8k 20.00 287.80
Strive U S Energy Etf Uie (DRLL) 0.0 $5.4k 197.00 27.29
Mobix Labs (MOBX) 0.0 $5.3k 3.1k 1.70
Hldgs (UAL) 0.0 $5.2k 54.00 97.09
Otis Worldwide Corp (OTIS) 0.0 $5.1k 55.00 92.62
Harmony Gold Mng Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (HMY) 0.0 $5.1k 619.00 8.21
Ishares Silver Trust Etf Iv Uie (SLV) 0.0 $5.0k 190.00 26.33
Omni (OMC) 0.0 $5.0k 58.00 85.47
First Trust Value Dividend Index Etf Uie (FVD) 0.0 $4.9k 113.00 43.64
International Business Machines (IBM) 0.0 $4.7k 21.00 222.76
Janus Hndrsn Sml Mid Cp Gro Alph Etf Uie (JSMD) 0.0 $4.5k 60.00 75.62
Cohen & Steers (CNS) 0.0 $4.5k 49.00 92.35
Sonos (SONO) 0.0 $4.5k 300.00 15.04
S&T Ban (STBA) 0.0 $4.5k 118.00 38.22
Invsc Sp 500 Eql Wght Hlth Care Etf Uie (RSPH) 0.0 $4.5k 154.00 29.27
Electronic Arts (EA) 0.0 $4.5k 31.00 145.00
Select Sector Industrialspdr Etf Uie (XLI) 0.0 $4.5k 34.00 131.03
Vanguard Ftse Emerging Mark Etf Iv Uie (VWO) 0.0 $4.4k 99.00 44.04
Ishares China Large Cap Etf Uie (FXI) 0.0 $4.3k 140.00 30.47
CVS Caremark Corporation (CVS) 0.0 $4.1k 91.00 44.89
Spdr Index Shares Emerg Markt Etf Uie (SPEM) 0.0 $4.1k 106.00 38.37
Global Payments (GPN) 0.0 $4.0k 36.00 112.06
First Trust North American Energ Etf Uie (EMLP) 0.0 $3.8k 106.00 35.65
Southwest Airlines (LUV) 0.0 $3.7k 111.00 33.48
Aquestive Therapeutics (AQST) 0.0 $3.6k 1.0k 3.56
F.N.B. Corporation (FNB) 0.0 $3.5k 237.00 14.78
Sanofi Fsponsored Adr 1 Adr Reps 0.5 Ord Adr (SNY) 0.0 $3.4k 70.00 48.23
First Trust Cloud Computing Etf Uie (SKYY) 0.0 $3.3k 28.00 119.11
Ishares Msci Eafe Etf Uie (EFA) 0.0 $3.3k 44.00 74.89
First Trust Internet Index Cf Etf Uie (FDN) 0.0 $2.9k 12.00 243.17
Schwab Us Broad Market Etf Uie (SCHB) 0.0 $2.9k 128.00 22.74
Jpmorgan Chas 5.75 Pfdpfd Ser Dd Pre (JPM.PD) 0.0 $2.9k 115.00 25.17
The Hartford Fin 6 Pfdpfd Ser G Pre (HIG.PG) 0.0 $2.9k 115.00 24.97
Vanguard Intermediate Term Bond Etf Uie (BIV) 0.0 $2.8k 37.00 74.73
Metlife Inc 5.625 Pfdpfd Ser E Pre (MET.PE) 0.0 $2.7k 114.00 23.54
General Electric (GE) 0.0 $2.7k 16.00 166.81
Ishares Msci Emerging Markets Etf Uie (EEM) 0.0 $2.5k 61.00 41.64
Mp Materials Corp (MP) 0.0 $2.3k 150.00 15.60
Dollar Tree (DLTR) 0.0 $2.3k 31.00 74.94
Ryman Hospitality Pptys Reit Ret (RHP) 0.0 $2.1k 20.00 104.35
Lennar Corporation (LEN) 0.0 $2.0k 15.00 136.40
T Rowe Price Value Etf Uie (TVAL) 0.0 $1.9k 62.00 30.68
Medtronic Plc F Fgo (MDT) 0.0 $1.8k 23.00 79.87
Essential Utils (WTRG) 0.0 $1.8k 50.00 36.32
Invsc Sp 500 Equal Weight Matrl Etf Uie (RSPM) 0.0 $1.8k 55.00 32.56
Innovator Us Equity Buffer Etf Uie (BAPR) 0.0 $1.7k 39.00 44.31
Te Connectivity Plc F Fgo (TEL) 0.0 $1.6k 11.00 143.00
Agnico Eagle Mines Ltd F FGC (AEM) 0.0 $1.5k 19.00 78.21
Organon & Co (OGN) 0.0 $1.5k 98.00 14.92
Altria (MO) 0.0 $1.4k 27.00 52.22
Zimvie (ZIMV) 0.0 $1.4k 100.00 13.95
First Trst Enhncd Shrt Mrty Etf Iv Uie (FTSM) 0.0 $1.4k 23.00 59.78
Ge Vernova (GEV) 0.0 $1.3k 4.00 329.00
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (UL) 0.0 $1.3k 23.00 56.70
Metropcs Communications (TMUS) 0.0 $1.1k 5.00 220.80
Grayscale Bitcoin Mini Trust Etf Uie (BTC) 0.0 $1.0k 25.00 41.88
Ishares Msci Brazil Small Cap Etf Uie (EWZS) 0.0 $1.0k 110.00 9.25
Vanguard Materials Etf Uie (VAW) 0.0 $939.000000 5.00 187.80
First Trust Int Dur Prf Cem (FPF) 0.0 $828.000000 46.00 18.00
Cronos Group Inc F FGC (CRON) 0.0 $799.999200 396.00 2.02
Johnson Controls Inter F Fgo (JCI) 0.0 $789.000000 10.00 78.90
Ishares 20 Pls Year Treasury Bnd Etf Uie (TLT) 0.0 $699.000000 8.00 87.38
Altc Acquisition Corp (OKLO) 0.0 $636.999000 30.00 21.23
Lucid Group 0.0 $468.007000 155.00 3.02
Sirius XM Holdings (SIRI) 0.0 $456.000000 20.00 22.80
Ge Healthcare Technologies I (GEHC) 0.0 $391.000000 5.00 78.20
Masimo Corporation (MASI) 0.0 $331.000000 2.00 165.50
American Express Company (AXP) 0.0 $297.000000 1.00 297.00
Transocean Ltd F Fgo (RIG) 0.0 $214.000800 57.00 3.75
Wrap Technologies (WRAP) 0.0 $212.000000 100.00 2.12
Pentair Plc F Fgo (PNR) 0.0 $201.000000 2.00 100.50
Fairlead Tactical Sectoretf Uie (TACK) 0.0 $190.999900 7.00 27.29
Wabtec Corporation (WAB) 0.0 $190.000000 1.00 190.00
Nvent Elec Plc F Fgo (NVT) 0.0 $136.000000 2.00 68.00
Ishares Global Clean Energy Etf Iv Uie (ICLN) 0.0 $135.000000 12.00 11.25
Kyndryl Holdings Ord Wi (KD) 0.0 $104.000100 3.00 34.67
Canopy Growth Corp F FGC (CGC) 0.0 $96.001500 35.00 2.74
Amc Entertainment (AMC) 0.0 $84.000000 21.00 4.00
Nio Inc Fsponsored Adr 1 Adr Reps 1 Ord Adr (NIO) 0.0 $64.999500 15.00 4.33
Pure Storage Inc - Class A (PSTG) 0.0 $61.000000 1.00 61.00
Ammpower Corp F FGC (AMMPF) 0.0 $46.950000 1.5k 0.03
Warner Bros. Discovery (WBD) 0.0 $32.000100 3.00 10.67
First Republic Bank/san F (FRCB) 0.0 $4.960000 1.6k 0.00
Faraday Future Intlgt Elec I (FFAI) 0.0 $2.000000 1.00 2.00
Mullen Automotive (MULN) 0.0 $1.000000 1.00 1.00
Schwab International Equity Etf Uie (SCHF) 0.0 $0 0 0.00
John Hancock Mltifactr Lrg Cp Etf Uie (JHML) 0.0 $0 0 0.00
John Hancock Mltifctrxxxpossible Future Distribueff: 04/26/24 Res 0.0 $0 206.00 0.00
Sentry Pete (SPLM) 0.0 $0 25.00 0.00