Comprehensive Financial Planning

Comprehensive Financial Planning as of June 30, 2025

Portfolio Holdings for Comprehensive Financial Planning

Comprehensive Financial Planning holds 337 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Janus Henderson Aaa Clo Etf Uie (JAAA) 6.8 $8.6M 170k 50.75
Facebook Inc cl a (META) 5.2 $6.6M 9.0k 738.12
Apple (AAPL) 4.8 $6.1M 30k 205.17
Vanguard S&p 500 Etf Uie (VOO) 3.9 $4.9M 8.7k 568.00
NVIDIA Corporation (NVDA) 3.8 $4.8M 31k 157.99
Invsc S P 500 Top 50 Etf Uie (XLG) 3.8 $4.8M 92k 52.10
Microsoft Corporation (MSFT) 3.4 $4.3M 8.7k 497.42
Ishares Core S&p 500 Etf Uie (IVV) 2.9 $3.6M 5.9k 620.88
Amazon (AMZN) 2.3 $2.9M 13k 219.39
Jpmorgan Active Growth Etf Uie (JGRO) 2.0 $2.5M 29k 86.07
Spdr S&p 500 Etf Uie (SPY) 1.8 $2.3M 3.8k 617.85
Costco Wholesale Corporation (COST) 1.8 $2.3M 2.3k 989.92
Crowdstrike Hldgs Inc cl a (CRWD) 1.8 $2.2M 4.4k 509.31
Wisdomtree Us Qlt Div Grw Etf Uie (DGRW) 1.6 $2.1M 25k 83.74
Berkshire Hathaway (BRK.B) 1.6 $2.0M 4.2k 485.77
Roundhill Magnificent Seven Etf Uie (MAGS) 1.6 $2.0M 36k 55.47
T Rowe Price Blue Chip Growth Etf Uie (TCHP) 1.6 $2.0M 43k 45.35
Invesco Qqq Trust Uie (QQQ) 1.5 $1.9M 3.5k 551.57
Innovator Defined Wealthshield Etf Uie (BALT) 1.5 $1.9M 59k 32.08
Ishares S&p 500 Growth Etf Uie (IVW) 1.5 $1.9M 17k 110.10
Schwab Us Large Cap Growth Etf Uie (SCHG) 1.4 $1.7M 59k 29.21
Schwab Us Dividend Equity Etf Uie (SCHD) 1.3 $1.6M 62k 26.50
Invesco Nasdaq 100 Etf Uie (QQQM) 1.3 $1.6M 7.2k 227.09
Victoryshares Free Cash Flow Etf Uie (VFLO) 1.2 $1.6M 45k 35.35
T Rowe Price U S Equity Research Etf Uie (TSPA) 1.1 $1.5M 37k 38.89
Ishares Semiconductor Etf Uie (SOXX) 1.1 $1.4M 6.0k 238.69
Invesco S & P Midcap Momentum Etf Uie (XMMO) 0.9 $1.2M 9.3k 128.63
Palantir Technologies (PLTR) 0.9 $1.2M 8.5k 136.32
Ishares Expanded Tech Sector Etf Uie (IGM) 0.9 $1.1M 10k 112.34
Waste Management (WM) 0.9 $1.1M 4.9k 228.82
Ft Vest Rising Div Income Etf Uie (RDVI) 0.8 $1.1M 43k 24.71
Tesla Motors (TSLA) 0.8 $1.0M 3.2k 317.66
Innovator Ibd 50 Etf Uie (FFTY) 0.8 $996k 31k 32.49
First Trust Us Equity Oprtnt Etf Uie (FPX) 0.8 $993k 6.8k 144.92
Vanguard Information Technology Etf Uie (VGT) 0.7 $937k 1.4k 663.31
J P Morgan Nasdaq Eqt Prm Inc Etf Uie (JEPQ) 0.7 $927k 17k 54.40
Avantis U S Large Cap Value Etf Uie (AVLV) 0.7 $906k 13k 68.21
Jpmorgan Core Plus Bond Etf Uie (JCPB) 0.7 $858k 18k 47.06
Vanguard Mid Cap Etf Uie (VO) 0.7 $853k 3.1k 279.81
Pacer Us Cash Cows 100 Etf Uie (COWZ) 0.7 $850k 15k 55.10
Innovator Us Equity Power Buffer Etf Uie (PJUL) 0.6 $817k 19k 43.85
Janus Henderson Secrtz Inc Etf Uie (JSI) 0.6 $758k 14k 52.62
Invesco S&p 500 Equal Weight Etf Uie (RSP) 0.6 $756k 4.2k 181.73
T Rowe Price Cptl Aprctneqt Etf Uie (TCAF) 0.6 $753k 21k 35.28
Vaneck Semiconductor Etf Uie (SMH) 0.6 $748k 2.7k 278.88
Servicenow (NOW) 0.6 $729k 709.00 1028.08
Republic Services (RSG) 0.5 $666k 2.7k 246.59
Technology Select Sectorspdr Etf Uie (XLK) 0.5 $651k 2.6k 253.25
Jpmorgan International Value Etf Uie (JIVE) 0.5 $649k 9.4k 69.30
Ishares Core Dividend Growth Etf Uie (DGRO) 0.5 $649k 10k 63.94
Spdr Sp 1500 Value Tilt Etf Uie (VLU) 0.5 $639k 3.3k 192.15
Ishares Us Technology Etf Uie (IYW) 0.5 $630k 3.6k 173.27
Select Str Financial Select Spdr Etf Uie (XLF) 0.5 $605k 12k 52.37
Global X Mlp Etf Uie (MLPA) 0.5 $581k 12k 50.20
T Rowe Price Growth Stock Etf Uie (TGRW) 0.4 $557k 13k 42.04
Vanguard Mega Cap Value Etf Uie (MGV) 0.4 $546k 4.2k 131.21
JPMorgan Chase & Co. (JPM) 0.4 $537k 1.9k 289.84
Vistra Energy (VST) 0.4 $520k 2.7k 193.81
Global X Uranium Etf Uie (URA) 0.4 $505k 13k 38.81
Ishares Total Us Stock Market Etf Uie (ITOT) 0.4 $501k 3.7k 135.04
Invsc S P 500 Momentum Etf Uie (SPMO) 0.4 $495k 4.4k 112.47
Janus Henderson Shrt Drtn Inm Etf Uie (VNLA) 0.4 $473k 9.6k 49.20
Jpmorgan Equity Premium Income Etf Uie (JEPI) 0.4 $465k 8.2k 56.85
Victoryshares Us Eq Income Enh Vol Wtd Idx Etf Uie (CDC) 0.4 $465k 7.3k 63.71
Jpmorgn Hedgd Eqty Lad Ovrly Etf Uie (HELO) 0.4 $457k 7.3k 62.58
Ishs Us Tech Indepdnce Focusd Etf Uie (IETC) 0.4 $451k 4.8k 93.99
Broadcom (AVGO) 0.4 $450k 1.6k 275.57
Alphabet Inc Class A cs (GOOGL) 0.3 $444k 2.5k 176.23
Victoryshares Fre Csh Flw Grw Etf Uie (GFLW) 0.3 $439k 17k 26.29
Vanguard High Dividend Yield Etf Uie (VYM) 0.3 $416k 3.1k 133.32
Select Sector Uti Selectspdr Etf Uie (XLU) 0.3 $415k 5.1k 81.66
Ishares Russell Top 200 Growth Etf Uie (IWY) 0.3 $410k 1.7k 246.52
First Trust Smid Cap Rising Divi Etf Uie (SDVY) 0.3 $391k 11k 35.28
Raytheon Technologies Corp (RTX) 0.3 $384k 2.6k 146.04
Vanguard Mega Cap Growthetf Uie (MGK) 0.3 $384k 1.0k 366.13
Vanguard Total Stock Market Etf Uie (VTI) 0.3 $363k 1.2k 303.83
Dave (DAVE) 0.3 $359k 1.3k 268.41
Credo Technology Group F Fgo (CRDO) 0.3 $351k 3.8k 92.59
Vanguard Health Care Etf Uie (VHT) 0.3 $349k 1.4k 248.35
Defiance Quantum Etf Uie (QTUM) 0.3 $334k 3.6k 91.81
Invesco S & P Midcap Value With Momentum Etf Uie (XMVM) 0.3 $323k 5.8k 55.62
Global X Fund Glb X Art Intl Tgy Etf Uie (AIQ) 0.3 $321k 7.3k 43.69
Innovator Us Equity Buffer Etf Uie (BJUL) 0.2 $317k 6.7k 47.13
Ishares Silver Trust Etf Uie (SLV) 0.2 $303k 9.2k 32.81
Celestica Inc Equity Fclass Equity FGC (CLS) 0.2 $302k 1.9k 156.11
Exxon Mobil Corporation (XOM) 0.2 $294k 2.7k 107.79
Fulton Financial (FULT) 0.2 $281k 16k 18.04
Advantest Corp Fsponsored Adr 1 Adr Reps 1 Ord Adr (ATEYY) 0.2 $277k 3.7k 73.96
Spotify Technology S A F Fgo (SPOT) 0.2 $274k 357.00 767.34
Vanguard Mid Cap Value Etf Uie (VOE) 0.2 $266k 1.6k 164.45
Adtalem Global Ed (ATGE) 0.2 $265k 2.1k 127.23
Argan (AGX) 0.2 $232k 1.1k 220.53
Abrdn Physical Prec Mtl Bskt Shs Etf Uie (GLTR) 0.2 $219k 1.6k 138.15
Visa (V) 0.2 $217k 612.00 355.05
Amphenol Corporation (APH) 0.2 $206k 2.1k 98.75
Ishares Expanded Tech Stw Sctr Etf Uie (IGV) 0.2 $205k 1.9k 109.51
Netflix (NFLX) 0.2 $201k 150.00 1339.13
Federated Hme Mdt Lar Val Etf Nav Cf Uie (FLCV) 0.1 $182k 6.2k 29.46
Byrna Technologies (BYRN) 0.1 $181k 5.9k 30.88
Boston Scientific Corporation (BSX) 0.1 $180k 1.7k 107.41
Chevron Corporation (CVX) 0.1 $179k 1.2k 143.20
Alphabet Inc Class C cs (GOOG) 0.1 $176k 994.00 177.30
Palo Alto Networks (PANW) 0.1 $175k 856.00 204.64
Energy Select Sector Spdr Etf Uie (XLE) 0.1 $170k 2.0k 84.79
Uber Technologies (UBER) 0.1 $162k 1.7k 93.30
Waste Connections Inc F FGC (WCN) 0.1 $149k 800.00 186.72
Super Micro Computer Inc Com Usd0.001 (SMCI) 0.1 $149k 3.0k 49.01
Astera Labs (ALAB) 0.1 $148k 1.6k 90.42
Home Depot (HD) 0.1 $145k 397.00 366.26
Victoryshares Us Small Mid Cap Value Momentum Etf Uie (USVM) 0.1 $138k 1.6k 83.92
Vanguard Growth Etf Uie (VUG) 0.1 $137k 312.00 438.55
Invsc S P 500 Pure Valueetf Uie (RPV) 0.1 $135k 1.4k 93.78
Ishares Treasury Floating Rate B Etf Uie (TFLO) 0.1 $132k 2.6k 50.64
T Rowe Price Dividend Growth Etf Uie (TDVG) 0.1 $130k 3.1k 42.38
Live Nation Entertainment (LYV) 0.1 $119k 788.00 151.28
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Adr (TSM) 0.1 $119k 525.00 226.49
Spdr S&p Midcap 400 Etf Uie (MDY) 0.1 $119k 210.00 565.80
Arm Hldgs Plc Equity A Funsponsored Adr 1 Adr Reps 1 Ord Adr (ARM) 0.1 $113k 700.00 161.74
Ishares Core Msci Totl Intl Stck Etf Uie (IXUS) 0.1 $106k 1.4k 77.29
Ishares Core S&p Small Cap Etf Uie (IJR) 0.1 $106k 972.00 109.34
Vanguard Consumer Discretionary Etf Uie (VCR) 0.1 $105k 289.00 362.15
Ishares Russell Top 200 Etf Uie (IWL) 0.1 $104k 680.00 153.14
Ishares Msci Usa Momntumfct Etf Uie (MTUM) 0.1 $103k 430.00 240.51
Gabelli Financial Services Oppor Etf Uie (GABF) 0.1 $103k 2.2k 47.46
PNC Financial Services (PNC) 0.1 $102k 546.00 186.42
Abbvie (ABBV) 0.1 $100k 539.00 185.49
Ishares Core Us Aggregate Bond Etf Uie (AGG) 0.1 $98k 992.00 99.20
Qualcomm (QCOM) 0.1 $96k 600.00 159.26
Ishares Russell Mid Cap Etf Uie (IWR) 0.1 $91k 993.00 91.94
John Hancock Multifactormid Cap Etf Uie (JHMM) 0.1 $90k 1.5k 61.14
Avantis International Equity Etf Uie (AVDE) 0.1 $89k 1.2k 74.01
Tractor Supply Company (TSCO) 0.1 $87k 1.7k 52.77
Advanced Micro Devices (AMD) 0.1 $85k 600.00 141.90
Merck & Co (MRK) 0.1 $83k 1.1k 79.13
Vanguard S&p 500 Value Etf Uie (VOOV) 0.1 $77k 407.00 188.52
Communicat Svs Slct Sec Spdr Etf Uie (XLC) 0.1 $73k 672.00 108.52
Pepsi (PEP) 0.1 $66k 501.00 132.09
Ishares Global Energy Etf Uie (IXC) 0.1 $64k 1.6k 39.29
Spdr Dow Jones Industrial Avrg Etf Uie (DIA) 0.0 $63k 142.00 440.87
Enb Financial Corp Pa (ENBP) 0.0 $62k 3.6k 17.40
Ishares Russell 1000 Growth Etf Uie (IWF) 0.0 $62k 146.00 424.17
Vanguard Large Cap Etf Uie (VV) 0.0 $61k 213.00 285.42
Valero Energy Corporation (VLO) 0.0 $61k 450.00 134.42
Russell 2000 Etf Uie (VTWO) 0.0 $59k 680.00 87.24
Ishares Msci Usa Min Volfctr Etf Uie (USMV) 0.0 $59k 628.00 93.87
Vanguard Small Cap Etf Uie (VB) 0.0 $59k 247.00 236.93
Vanguard Mid Cap Growth Etf Uie (VOT) 0.0 $57k 200.00 284.39
Schwab Short Term Us Treasury Etf Uie (SCHO) 0.0 $57k 2.3k 24.37
Ishares Us Financial Seretf Uie (IYG) 0.0 $55k 645.00 85.59
Invsc Sp 500 Equal Weight Tech Etf Uie (RSPT) 0.0 $55k 1.4k 40.79
Ishares Core 40 60 Mod All Etf Uie (AOM) 0.0 $54k 1.2k 46.03
Hershey Company (HSY) 0.0 $54k 323.00 166.00
Ishares Biotechnology Etf Uie (IBB) 0.0 $53k 419.00 126.46
Ishares Russell 2000 Etf Uie (IWM) 0.0 $50k 234.00 215.51
Vanguard Mega Cap Etf Uie (MGC) 0.0 $48k 212.00 224.97
UnitedHealth (UNH) 0.0 $47k 152.00 311.43
Vanguard Short-term Bondetf Uie (BSV) 0.0 $46k 581.00 78.69
Vanguard Value Etf Uie (VTV) 0.0 $46k 259.00 176.51
Spdr Ssga Us Lg Cp Lw Vlt Inx Etf Uie (LGLV) 0.0 $44k 252.00 174.58
Ishares Core Msci Eafe Etf Uie (IEFA) 0.0 $43k 509.00 83.48
Ishares Core 60 40 Bal All Etf Uie (AOR) 0.0 $42k 676.00 61.53
Spdr Portfolio S&p 500 Etf Uie (SPLG) 0.0 $41k 559.00 72.69
Pan Amern Silver Corp F FGC (PAAS) 0.0 $38k 1.3k 28.40
Newmont Mining Corporation (NEM) 0.0 $37k 638.00 58.22
Columbia Research Enhanced Cr Etf Uie (RECS) 0.0 $37k 1.0k 36.78
Timothy Plan Us Larg Md Cp Cr Etf Uie (TPLC) 0.0 $37k 817.00 44.90
Vanguard Dividend Appreciation Etf Uie (VIG) 0.0 $36k 178.00 204.21
Wisdomtree Us Largecap Dividend Etf Uie (DLN) 0.0 $36k 436.00 82.17
Ishares Us Medical Devices Etf Uie (IHI) 0.0 $36k 567.00 62.63
Ishares Msci Acwi Ex Us Etf Uie (ACWX) 0.0 $35k 581.00 60.94
Casella Waste Systems (CWST) 0.0 $35k 300.00 115.38
Ishares S&p Mid Cap 400 Grwth Etf Uie (IJK) 0.0 $34k 378.00 91.05
First Trust Long Short Equity Etf Uie (FTLS) 0.0 $34k 512.00 66.28
First Tr Lrg Cp Grw Alphadex Etf Uie (FTC) 0.0 $32k 209.00 150.97
Square Inc cl a (XYZ) 0.0 $31k 450.00 67.93
Blackstone Group Inc Com Cl A (BX) 0.0 $30k 200.00 149.58
T Rowe Price Growth Etf Uie (TGRT) 0.0 $30k 731.00 40.40
Bristol Myers Squibb (BMY) 0.0 $29k 620.00 46.29
Invsc S P Midcap Low Volatility Etf Uie (XMLV) 0.0 $28k 460.00 61.63
Vanguard Total International Stock E Uie (VXUS) 0.0 $27k 383.00 69.09
Occidental Petroleum Corporation (OXY) 0.0 $26k 625.00 42.03
Snap Inc cl a (SNAP) 0.0 $26k 3.0k 8.69
Ishares S&p Mid Cap 400 Value Etf Uie (IJJ) 0.0 $26k 210.00 123.45
Norfolk Southern (NSC) 0.0 $26k 100.00 255.97
Lynas Rare Earths Ordf Ufo (LYSCF) 0.0 $26k 4.5k 5.67
Global X Lithium & Battery Tech Etf Uie (LIT) 0.0 $24k 630.00 38.40
Jpmorgan Short Duration Core Plu Etf Uie (JSCP) 0.0 $24k 500.00 47.43
Ishares Us Regional Banks Etf Uie (IAT) 0.0 $24k 474.00 49.53
Advisorshares Focused Equity Etf Uie (CWS) 0.0 $23k 330.00 69.92
Johnson & Johnson (JNJ) 0.0 $23k 150.00 153.09
Avantis Us Small Cap Value Etf Uie (AVUV) 0.0 $22k 246.00 91.18
First Tr Nasdaq Tech Dividx Etf Uie (TDIV) 0.0 $22k 245.00 90.17
Ishares Us Transportation Etf Uie (IYT) 0.0 $22k 315.00 68.49
Avantis Emerging Marketseq Etf Uie (AVEM) 0.0 $21k 304.00 68.57
Jpmorgan U S Tech Leaders Etf Iv Uie (JTEK) 0.0 $20k 241.00 84.46
McDonald's Corporation (MCD) 0.0 $20k 69.00 293.39
Global X U.s. Infrastructure Develop Uie (PAVE) 0.0 $20k 459.00 43.53
Bitwise Crypto Industry Innovat Etf Uie (BITQ) 0.0 $20k 1.0k 19.72
Ford Motor Company (F) 0.0 $20k 1.8k 10.85
Vanguard Ftse Developed Markets Etf Uie (VEA) 0.0 $20k 342.00 57.01
Schwab Us Large Cap Value Etf Uie (SCHV) 0.0 $19k 690.00 27.68
Sofi Technologies (SOFI) 0.0 $18k 1.0k 18.21
Wal-Mart Stores (WMT) 0.0 $18k 181.00 97.75
Travelers Companies (TRV) 0.0 $17k 64.00 266.23
Ishares Russell 1000 Value Etf Uie (IWD) 0.0 $17k 85.00 194.24
Select Sector Health Care Spdr Etf Uie (XLV) 0.0 $16k 119.00 135.32
Linde Plc F Fgo (LIN) 0.0 $16k 34.00 472.24
Wisdomtree Art Intll Andinnvt Etf Uie (WTAI) 0.0 $15k 602.00 24.56
Spdr Gold Shares Etf Uie (GLD) 0.0 $15k 48.00 304.83
Vanguard Russell 1000 Etf Uie (VONE) 0.0 $14k 51.00 280.86
Caesars Entertainment (CZR) 0.0 $14k 500.00 28.39
Carnival Corp F Fgo (CCL) 0.0 $14k 500.00 28.12
Riot Blockchain (RIOT) 0.0 $14k 1.2k 11.30
Ishares Iboxx Invt Gradebond Etf Uie (LQD) 0.0 $13k 122.00 109.61
Pacer Us Small Cap Cash Cows Etf Uie (CALF) 0.0 $13k 324.00 39.81
Dimensional U S Small Cap Etf Uie (DFAS) 0.0 $12k 195.00 63.71
Ishares Core Msci Emerging Etf Uie (IEMG) 0.0 $12k 205.00 60.03
Pfizer (PFE) 0.0 $12k 507.00 24.23
Duke Energy (DUK) 0.0 $12k 104.00 118.00
Jpmorgan Ultra Short Income Etf Uie (JPST) 0.0 $12k 242.00 50.64
Vanguard Russell 1000 Growth Etf Uie (VONG) 0.0 $12k 112.00 109.20
Prologis Inc Reit Ret (PLD) 0.0 $12k 116.00 105.12
Spdr S&p Health Care Equip Etf Uie (XHE) 0.0 $12k 150.00 81.29
Vanguard Internatnl Hgh Div Yld Etf Uie (VYMI) 0.0 $12k 151.00 80.11
Parker-Hannifin Corporation (PH) 0.0 $12k 17.00 702.18
Walt Disney Company (DIS) 0.0 $12k 95.00 123.63
Lam Research (LRCX) 0.0 $12k 120.00 97.34
Nasdaq Omx (NDAQ) 0.0 $12k 130.00 89.52
Vanguard Russell 2000 Value Etf Uie (VTWV) 0.0 $11k 80.00 139.09
Grayscale Bitcoin Trust Etf Uie (GBTC) 0.0 $11k 129.00 84.83
Coca-Cola Company (KO) 0.0 $10k 147.00 70.93
Proshares S&p 500 Div Aristocrat Etf Uie (NOBL) 0.0 $10k 100.00 100.70
Ishares Core Total Usd Bond Mark Etf Uie (IUSB) 0.0 $10k 216.00 46.23
Spdr Fund Consumer Staples Etf Uie (XLP) 0.0 $9.8k 121.00 81.17
Ishares Ai Invatn And Tec Act Etf Uie (BAI) 0.0 $9.5k 329.00 28.85
General Dynamics Corporation (GD) 0.0 $9.4k 32.00 293.28
Ishares Core S&p Mid Capetf Uie (IJH) 0.0 $9.3k 150.00 62.02
Harmony Gold Mng Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (HMY) 0.0 $8.6k 619.00 13.97
Texas Instruments Incorporated (TXN) 0.0 $8.5k 41.00 207.61
Spdr Fund Consumer Discre Select Etf Uie (XLY) 0.0 $8.3k 38.00 217.34
Applied Materials (AMAT) 0.0 $8.2k 45.00 183.07
Invesco S&pinvesco S&p 500 Equal Weight Financials Etf 500 Equal Uie (RSPF) 0.0 $8.2k 108.00 76.11
Carrier Global Corporation (CARR) 0.0 $8.1k 110.00 73.19
Cigna Corp (CI) 0.0 $7.9k 24.00 330.58
Jpmorgan Ultra Shrt Muncipl Incm Etf Uie (JMST) 0.0 $7.9k 155.00 50.89
Allegiant Travel Company (ALGT) 0.0 $7.7k 140.00 54.89
Northrop Grumman Corporation (NOC) 0.0 $7.6k 15.00 504.40
Spdr Port Mrtgg Bckd Bndetf Uie (SPMB) 0.0 $7.5k 341.00 22.10
Sandisk Corp (SNDK) 0.0 $7.5k 166.00 45.35
Ishares Select Dividend Etf Uie (DVY) 0.0 $7.0k 53.00 132.81
Ishares Russell 2000 Value Etf Uie (IWN) 0.0 $6.9k 44.00 156.61
Hanesbrands (HBI) 0.0 $6.9k 1.5k 4.58
Ishares S&p 100 Etf Uie (OEF) 0.0 $6.8k 22.00 309.05
Vanguard Industrials Etf Uie (VIS) 0.0 $6.7k 24.00 280.08
Bank of America Corporation (BAC) 0.0 $6.4k 135.00 47.32
CVS Caremark Corporation (CVS) 0.0 $6.3k 91.00 68.98
Jpmorgan Active Value Etf Uie (JAVA) 0.0 $6.2k 95.00 65.42
Otis Worldwide Corp (OTIS) 0.0 $5.4k 55.00 99.02
Ishares China Large Cap Etf Uie (FXI) 0.0 $5.2k 142.00 36.80
First Trust Value Dividend Index Etf Uie (FVD) 0.0 $5.1k 113.00 44.70
Select Sector Industrialspdr Etf Uie (XLI) 0.0 $5.0k 34.00 147.59
Mp Materials Corp (MP) 0.0 $5.0k 150.00 33.27
Electronic Arts (EA) 0.0 $4.9k 31.00 158.71
Vanguard Ftse Emerging Markets Etf Uie (VWO) 0.0 $4.9k 99.00 49.46
International Business Machines (IBM) 0.0 $4.7k 16.00 294.75
Spdr Index Shares Emerg Markt Etf Uie (SPEM) 0.0 $4.5k 106.00 42.74
S&T Ban (STBA) 0.0 $4.5k 118.00 37.82
Janus Henderson Small/ Mid Cap Growth Uie (JSMD) 0.0 $4.3k 55.00 78.35
Omni (OMC) 0.0 $4.2k 59.00 71.56
General Electric (GE) 0.0 $4.1k 16.00 257.38
Origin Materials (ORGN) 0.0 $4.1k 8.5k 0.48
First Trust North American Energ Etf Uie (EMLP) 0.0 $4.0k 106.00 37.51
Ishares Msci Eafe Etf Uie (EFA) 0.0 $4.0k 44.00 90.07
Southwest Airlines (LUV) 0.0 $3.6k 112.00 32.38
Ark Fintech Innovation Etf Uie (ARKF) 0.0 $3.5k 70.00 50.24
F.N.B. Corporation (FNB) 0.0 $3.5k 237.00 14.58
First Trust Cloud Computing Etf Uie (SKYY) 0.0 $3.4k 28.00 121.64
Sanofi Fsponsored Adr 1 Adr Reps 0.5 Ord Adr (SNY) 0.0 $3.4k 70.00 48.31
First Trust Internet Index Cf Etf Uie (FDN) 0.0 $3.2k 12.00 269.33
Schwab Us Broad Market Etf Uie (SCHB) 0.0 $3.1k 128.00 23.87
Ishares Msci Emerging Markets Etf Uie (EEM) 0.0 $3.0k 61.00 48.49
Vanguard Intermediate Term Bond Etf Uie (BIV) 0.0 $2.9k 37.00 77.35
The Hartford Ins Pfdpfd Ser G Pre (HIG.PG) 0.0 $2.9k 115.00 24.81
Jpmorgan Chas Pfdpfd Ser Dd Pre (JPM.PD) 0.0 $2.8k 115.00 24.57
Metlife Inc Pfdpfd Ser E Pre (MET.PE) 0.0 $2.7k 114.00 23.59
Intel Corporation (INTC) 0.0 $2.7k 119.00 22.34
Agnico Eagle Mines Ltd F FGC (AEM) 0.0 $2.3k 19.00 118.95
SYSCO Corporation (SYY) 0.0 $2.1k 28.00 75.75
Ge Vernova (GEV) 0.0 $2.1k 4.00 529.25
Medtronic Plc F Fgo (MDT) 0.0 $2.0k 23.00 87.17
Essential Utils (WTRG) 0.0 $1.9k 50.00 37.14
Te Connectivity Plc F Fgo (TEL) 0.0 $1.9k 11.00 168.64
Invsc Sp 500 Equal Weight Matrl Etf Uie (RSPM) 0.0 $1.8k 55.00 32.42
Innovator Us Equity Buffer Etf Uie (BAPR) 0.0 $1.8k 39.00 45.18
Altc Acquisition Corp (OKLO) 0.0 $1.7k 30.00 56.00
Lennar Corporation (LEN) 0.0 $1.7k 15.00 110.60
Altria (MO) 0.0 $1.6k 28.00 58.57
Copart (CPRT) 0.0 $1.6k 32.00 49.06
Ishares Msci Brazil Small Cap Etf Uie (EWZS) 0.0 $1.5k 110.00 13.26
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (UL) 0.0 $1.4k 23.00 61.17
First Trst Enhncd Shrt Mrty Etf Iv Uie (FTSM) 0.0 $1.4k 23.00 59.87
Leadershars Alphfctr Us Cr Eq Etf Iv Uie (LSAF) 0.0 $1.2k 29.00 42.48
Coupang (CPNG) 0.0 $1.2k 40.00 29.95
Grayscale Bitcoin Mini Trust Etf Uie (BTC) 0.0 $1.2k 25.00 47.76
Metropcs Communications (TMUS) 0.0 $1.2k 5.00 238.20
Johnson Controls Int F Fgo (JCI) 0.0 $1.1k 10.00 105.60
First Eagle Overseas Equity Etf Uie (FEOE) 0.0 $1.0k 24.00 42.08
Vanguard Materials Etf Uie (VAW) 0.0 $974.000000 5.00 194.80
Organon & Co (OGN) 0.0 $949.002600 98.00 9.68
Leadershrs Alphafctr Tact Focus Etf Uie (LSAT) 0.0 $870.999800 22.00 39.59
First Trust Int Dur Prf Cem (FPF) 0.0 $866.000600 46.00 18.83
Cronos Group Inc F FGC (CRON) 0.0 $756.003600 396.00 1.91
Ishares 20 Pls Year Treasury Bnd Etf Uie (TLT) 0.0 $706.000000 8.00 88.25
Mobix Labs (MOBX) 0.0 $478.000000 625.00 0.76
Sirius XM Holdings (SIRI) 0.0 $459.000000 20.00 22.95
Adobe Systems Incorporated (ADBE) 0.0 $387.000000 1.00 387.00
Ge Healthcare Technologies I (GEHC) 0.0 $370.000000 5.00 74.00
Masimo Corporation (MASI) 0.0 $336.000000 2.00 168.00
Lucid Group 0.0 $327.003500 155.00 2.11
American Express Company (AXP) 0.0 $321.000000 1.00 321.00
Wabtec Corporation (WAB) 0.0 $209.000000 1.00 209.00
Pentair Plc F Fgo (PNR) 0.0 $205.000000 2.00 102.50
Okta Inc cl a (OKTA) 0.0 $200.000000 2.00 100.00
Millrose Pptys Inc Com Cl A (MRP) 0.0 $199.999800 7.00 28.57
Fairlead Tactical Sectoretf Uie (TACK) 0.0 $197.999900 7.00 28.29
Ishares Global Clean Energy Etf Uie (ICLN) 0.0 $156.999600 12.00 13.08
Wrap Technologies (WRAP) 0.0 $156.000000 100.00 1.56
Transocean Ltd F Fgo (RIG) 0.0 $148.000500 57.00 2.60
Nvent Elec Plc F Fgo (NVT) 0.0 $147.000000 2.00 73.50
Kyndryl Holdings Ord Wi (KD) 0.0 $126.000000 3.00 42.00
Amc Entertainment (AMC) 0.0 $64.999200 21.00 3.10
Pure Storage Inc - Class A (PSTG) 0.0 $58.000000 1.00 58.00
Nio Inc Fsponsored Adr 1 Adr Reps 1 Ord Adr (NIO) 0.0 $51.000000 15.00 3.40
Canopy Growth Corp F FGC (CGC) 0.0 $43.001000 35.00 1.23
Warner Bros. Discovery (WBD) 0.0 $33.999900 3.00 11.33
Ammpower Corp F FGC (AMMPF) 0.0 $28.950000 1.5k 0.02
First Republic Bank/san F (FRCB) 0.0 $16.000000 1.6k 0.01