Comprehensive Financial Planning

Comprehensive Financial Planning as of Sept. 30, 2025

Portfolio Holdings for Comprehensive Financial Planning

Comprehensive Financial Planning holds 347 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Janus Henderson Aaa Clo Etf Uie (JAAA) 5.9 $8.6M 169k 50.78
Apple (AAPL) 5.1 $7.4M 29k 254.63
Facebook Inc cl a (META) 5.0 $7.3M 9.9k 734.41
NVIDIA Corporation (NVDA) 4.7 $6.9M 37k 186.58
Microsoft Corporation (MSFT) 4.0 $5.8M 11k 517.94
Vanguard S&p 500 Etf Uie (VOO) 3.7 $5.3M 8.7k 612.36
Invsc S P 500 Top 50 Etf Uie (XLG) 3.6 $5.3M 92k 57.52
Ishares Core S&p 500 Etf Uie (IVV) 2.8 $4.0M 6.0k 669.26
Jpmorgan Active Growth Etf Uie (JGRO) 2.3 $3.3M 35k 93.75
Amazon (AMZN) 2.0 $2.9M 13k 219.57
T Rowe Price Blue Chip Growth Etf Uie (TCHP) 1.8 $2.7M 55k 48.88
Spdr S&p 500 Etf Uie (SPY) 1.8 $2.6M 3.8k 666.13
Wisdomtree Us Qlt Div Grw Etf Uie (DGRW) 1.7 $2.4M 27k 88.96
Ishares S&p 500 Growth Etf Uie (IVW) 1.6 $2.4M 20k 120.72
Schwab Us Large Cap Growth Etf Uie (SCHG) 1.6 $2.4M 75k 31.91
Listed Fnds Rondhl Mgnfcnt Etf Uie (MAGS) 1.6 $2.4M 37k 64.86
Crowdstrike Hldgs Inc cl a (CRWD) 1.5 $2.2M 4.4k 490.38
Palantir Technologies (PLTR) 1.5 $2.1M 12k 182.42
Invsc Qqq Trust Srs 1 Etf Uie (QQQ) 1.4 $2.1M 3.5k 600.33
Berkshire Hathaway (BRK.B) 1.4 $2.1M 4.2k 502.74
Costco Wholesale Corporation (COST) 1.4 $2.1M 2.3k 925.49
Innovator Defined Wealthshield Etf Uie (BALT) 1.3 $2.0M 60k 32.82
Invesco Nasdaq 100 Etf Uie (QQQM) 1.3 $1.8M 7.4k 247.13
Innovator Ibd 50 Etf Uie (FFTY) 1.2 $1.8M 48k 37.36
Ishares Semiconductor Etf Uie (SOXX) 1.2 $1.7M 6.4k 271.11
Schwab Us Dividend Equity Etf Uie (SCHD) 1.2 $1.7M 63k 27.30
Victoryshares Free Cash Flow Etf Uie (VFLO) 1.2 $1.7M 45k 37.50
T Rowe Price U S Equity Research Etf Uie (TSPA) 1.1 $1.7M 40k 41.91
Jpmorgan International Value Etf Uie (JIVE) 1.1 $1.6M 22k 75.40
Ishares Expanded Tech Sector Etf Uie (IGM) 1.0 $1.4M 11k 125.95
Tesla Motors (TSLA) 1.0 $1.4M 3.2k 444.72
Invesco S & P Midcap Momentum Etf Uie (XMMO) 0.9 $1.3M 9.6k 135.23
First Trust Us Equity Oprtnt Etf Uie (FPX) 0.8 $1.1M 6.9k 166.16
Ft Vest Rising Div Income Etf Uie (RDVI) 0.8 $1.1M 44k 25.85
Jpmorgan Core Plus Bond Etf Uie (JCPB) 0.8 $1.1M 24k 47.55
Waste Management (WM) 0.7 $1.1M 4.9k 220.82
Pacer Swan Sos Fund Of Funds Etf Uie (PSFF) 0.7 $1.1M 34k 31.60
Vanguard Information Technology Etf Uie (VGT) 0.7 $1.1M 1.4k 746.86
J P Morgan Nasdaq Eqt Prm Inc Etf Uie (JEPQ) 0.7 $1.0M 18k 57.52
Avantis U S Large Cap Value Etf Uie (AVLV) 0.7 $963k 13k 72.26
Vanguard Mid Cap Etf Uie (VO) 0.6 $899k 3.1k 293.77
Vaneck Semiconductor Etf Uie (SMH) 0.6 $879k 2.7k 326.36
T Rowe Price Cptl Aprctneqt Etf Uie (TCAF) 0.6 $877k 23k 37.70
Technology Select Sectorspdr Etf Uie (XLK) 0.6 $830k 2.9k 281.82
Janus Henderson Secrtz Inc Etf Uie (JSI) 0.6 $823k 16k 52.27
Ishares Us Technology Etf Uie (IYW) 0.6 $823k 4.2k 195.87
Invsc S P 500 Equal Weight Etf Uie (RSP) 0.5 $797k 4.2k 189.69
Select Str Financial Select Spdr Etf Uie (XLF) 0.5 $699k 13k 53.87
Spdr Sp 1500 Value Tilt Etf Uie (VLU) 0.5 $682k 3.3k 204.12
Ishares Core Dividend Growth Etf Uie (DGRO) 0.5 $663k 9.7k 68.08
Servicenow (NOW) 0.4 $630k 684.00 920.28
Republic Services (RSG) 0.4 $621k 2.7k 229.45
Vanguard Mega Cap Value Etf Uie (MGV) 0.4 $617k 4.5k 137.73
Alphabet Inc Class A cs (GOOGL) 0.4 $613k 2.5k 243.07
T Rowe Price Growth Stock Etf Uie (TGRW) 0.4 $603k 13k 45.55
Vistra Energy (VST) 0.4 $595k 3.0k 195.89
JPMorgan Chase & Co. (JPM) 0.4 $586k 1.9k 315.50
Broadcom (AVGO) 0.4 $567k 1.7k 330.00
Ishares Total Us Stock Market Etf Uie (ITOT) 0.4 $542k 3.7k 145.64
Invsc S P 500 Momentum Etf Uie (SPMO) 0.4 $540k 4.5k 121.06
Ishares Silver Trust Etf Uie (SLV) 0.4 $539k 13k 42.37
Defiance Quantum Etf Uie (QTUM) 0.4 $514k 4.9k 104.91
Select Sector Uti Selectspdr Etf Uie (XLU) 0.3 $508k 5.8k 87.20
Ishs Us Tech Indepdnce Focusd Etf Uie (IETC) 0.3 $506k 5.0k 101.93
Jpmorgan Equity Premium Income Etf Uie (JEPI) 0.3 $497k 8.7k 57.10
Global X Uranium Etf Uie (URA) 0.3 $493k 10k 47.67
Victoryshares Us Eq Income Enh Vol Wtd Idx Etf Uie (CDC) 0.3 $492k 7.4k 66.74
Victoryshares Fre Csh Flw Grw Etf Uie (GFLW) 0.3 $490k 17k 28.68
Janus Henderson Shrt Drtn Inm Etf Uie (VNLA) 0.3 $480k 9.7k 49.29
Jpmorgn Hedgd Eqty Lad Ovrly Etf Uie (HELO) 0.3 $461k 7.1k 65.00
Ishares Russell Top 200 Growth Etf Uie (IWY) 0.3 $455k 1.7k 273.59
Vanguard High Dividend Yield Etf Uie (VYM) 0.3 $443k 3.1k 140.95
Raytheon Technologies Corp (RTX) 0.3 $442k 2.6k 167.34
Vanguard Mega Cap Growthetf Uie (MGK) 0.3 $423k 1.1k 402.42
First Trust Smid Cap Rising Divi Etf Uie (SDVY) 0.3 $423k 11k 38.02
Vanguard Total Stock Market Etf Uie (VTI) 0.3 $392k 1.2k 328.26
Global X Fund Glb X Art Intl Tgy Etf Uie (AIQ) 0.3 $374k 7.6k 49.39
Vanguard Health Care Etf Uie (VHT) 0.3 $366k 1.4k 259.69
Invesco S & P Midcap Value With Momentum Etf Uie (XMVM) 0.2 $359k 5.8k 61.63
Astera Labs (ALAB) 0.2 $331k 1.7k 195.80
Ies Hldgs (IESC) 0.2 $330k 831.00 397.65
Fulton Financial (FULT) 0.2 $328k 18k 18.63
Exxon Mobil Corporation (XOM) 0.2 $310k 2.8k 112.76
Vanguard Mid Cap Value Etf Uie (VOE) 0.2 $283k 1.6k 174.59
Argan (AGX) 0.2 $280k 1.0k 270.16
Credo Technology Group F Fgo (CRDO) 0.2 $272k 1.9k 145.61
Abrdn Physical Prec Mtl Bskt Shs Etf Uie (GLTR) 0.2 $266k 1.6k 165.45
Celestica Inc Equity Fclass Equity FGC (CLS) 0.2 $255k 1.0k 246.38
Amphenol Corporation (APH) 0.2 $254k 2.1k 123.75
Triple Flag Precious M F FGC (TFPM) 0.2 $252k 8.6k 29.26
Arista Networks (ANET) 0.2 $244k 1.7k 145.71
Alphabet Inc Class C cs (GOOG) 0.2 $242k 994.00 243.63
Micron Technology (MU) 0.2 $242k 1.4k 167.32
Comfort Systems USA (FIX) 0.2 $230k 279.00 825.18
Sea Ltd Funsponsored Adr 1 Adr Reps 1 Ord Adr (SE) 0.1 $217k 1.2k 178.73
Ishares Expanded Tech Stw Sctr Etf Uie (IGV) 0.1 $216k 1.9k 115.02
Visa (V) 0.1 $209k 612.00 341.38
Gold Fields Ltd New Fsponsored Adr 1 Adr Reps 1 Ord Adr (GFI) 0.1 $208k 5.0k 41.96
Global X Mlp Etf Uie (MLPA) 0.1 $198k 4.1k 48.42
Chevron Corporation (CVX) 0.1 $195k 1.3k 155.33
Federated Hme Mdt Lar Val Etf Nav Cf Uie (FLCV) 0.1 $188k 6.2k 30.49
T Rowe Price Dividend Growth Etf Uie (TDVG) 0.1 $187k 4.2k 43.96
2060000 Power Solutions International (PSIX) 0.1 $187k 1.9k 98.22
NRG Energy (NRG) 0.1 $178k 1.1k 161.95
Energy Select Sector Spdr Etf Uie (XLE) 0.1 $177k 2.0k 89.36
Palo Alto Networks (PANW) 0.1 $174k 856.00 203.62
Uber Technologies (UBER) 0.1 $170k 1.7k 97.97
Wells Fargo & Company (WFC) 0.1 $168k 2.0k 83.82
Home Depot (HD) 0.1 $161k 397.00 405.31
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Adr (TSM) 0.1 $157k 561.00 279.29
Victoryshares Us Small Mid Cap Value Momentum Etf Uie (USVM) 0.1 $150k 1.7k 90.55
Vanguard Growth Etf Uie (VUG) 0.1 $150k 312.00 480.33
Super Micro Computer Inc Com Usd0.001 (SMCI) 0.1 $146k 3.0k 47.94
Invsc S P 500 Pure Valueetf Uie (RPV) 0.1 $144k 1.5k 99.40
Waste Connections Inc F FGC (WCN) 0.1 $141k 800.00 175.80
Live Nation Entertainment (LYV) 0.1 $129k 788.00 163.40
Advanced Micro Devices (AMD) 0.1 $128k 790.00 161.79
Abbvie (ABBV) 0.1 $126k 543.00 231.50
Spdr S&p Midcap 400 Etf Uie (MDY) 0.1 $125k 210.00 596.86
Innovator Us Equity Power Buffer Etf Uie (PJUL) 0.1 $118k 2.6k 45.60
Ishares Core Msci Totl Intl Stck Etf Uie (IXUS) 0.1 $114k 1.4k 82.56
Ishares Russell Top 200 Etf Uie (IWL) 0.1 $113k 682.00 166.03
Ishares Msci Usa Momntumfct Etf Uie (MTUM) 0.1 $111k 431.00 256.66
Vanguard Consumer Discretionary Etf Uie (VCR) 0.1 $111k 279.00 396.48
PNC Financial Services (PNC) 0.1 $110k 546.00 200.93
Ishs Us Smalla Cap Eqty Fact Etf Uie (SMLF) 0.1 $108k 1.5k 74.37
Gabelli Financial Services Oppor Etf Uie (GABF) 0.1 $106k 2.2k 48.21
Jpmorgan Private Markets Fund Class I Cem 0.1 $103k 6.0k 17.01
Jpmorgan Private Markets Fund Class D Cem 0.1 $101k 8.0k 12.64
Qualcomm (QCOM) 0.1 $100k 600.00 166.36
Arm Hldgs Plc Equity A Funsponsored Adr 1 Adr Reps 1 Ord Adr (ARM) 0.1 $99k 700.00 141.49
Western Digital (WDC) 0.1 $96k 801.00 120.03
Ishares Russell Mid Cap Etf Uie (IWR) 0.1 $96k 994.00 96.57
Avantis International Equity Etf Uie (AVDE) 0.1 $96k 1.2k 78.90
John Hancock Multifctr Mid Cp Etf Uie (JHMM) 0.1 $95k 1.5k 64.70
Ishares Treasury Floatngrate Bd Etf Uie (TFLO) 0.1 $94k 1.9k 50.60
Tractor Supply Company (TSCO) 0.1 $94k 1.7k 56.87
Enb Financial Corp Pa (ENBP) 0.1 $91k 4.6k 19.75
Merck & Co (MRK) 0.1 $88k 1.0k 83.95
Vanguard S&p 500 Value Etf Uie (VOOV) 0.1 $81k 408.00 199.51
Schwab Short Term Us Treasury Etf Uie (SCHO) 0.1 $80k 3.3k 24.40
Communicat Svs Slct Sec Spdr Etf Uie (XLC) 0.1 $80k 674.00 118.43
Valero Energy Corporation (VLO) 0.1 $77k 450.00 170.26
Ishares Core Us Aggregate Bond Etf Uie (AGG) 0.0 $72k 719.00 100.25
Pepsi (PEP) 0.0 $71k 505.00 140.37
Ishares Russell 1000 Growth Etf Uie (IWF) 0.0 $68k 146.00 468.27
Ishares Global Energy Etf Uie (IXC) 0.0 $68k 1.6k 41.75
Vanguard Russell 2000 Etf Uie (VTWO) 0.0 $67k 683.00 97.76
Spdr Dow Jones Industrial Avrg Etf Uie (DIA) 0.0 $66k 143.00 462.43
Vanguard Large Cap Etf Uie (VV) 0.0 $66k 214.00 307.32
Vanguard Small Cap Etf Uie (VB) 0.0 $63k 248.00 254.03
Hershey Company (HSY) 0.0 $61k 325.00 187.09
Ishares Biotechnology Etf Uie (IBB) 0.0 $61k 419.00 144.33
Invsc Sp 500 Equal Weight Tech Etf Uie (RSPT) 0.0 $60k 1.4k 44.57
Ishares Msci Usa Min Volfctr Etf Uie (USMV) 0.0 $60k 630.00 95.11
Pacer Us Cash Cows 100 Etf Uie (COWZ) 0.0 $59k 1.0k 57.45
Vanguard Mid Cap Growth Etf Uie (VOT) 0.0 $59k 200.00 293.79
Ishares Us Financial Seretf Uie (IYG) 0.0 $58k 647.00 89.58
Ishares Russell 2000 Etf Uie (IWM) 0.0 $57k 234.00 242.26
Ishares Core 40 60 Mod All Etf Uie (AOM) 0.0 $56k 1.2k 47.59
Newmont Mining Corporation (NEM) 0.0 $54k 638.00 84.25
Vanguard Mega Cap Etf Uie (MGC) 0.0 $52k 213.00 243.60
Pan Amern Silver Corp F FGC (PAAS) 0.0 $52k 1.3k 38.73
Lynas Rare Earths Ordf Ufo (LYSCF) 0.0 $50k 4.5k 11.12
Invesco S & P Smlcp Momentm Etf Uie (XSMO) 0.0 $49k 671.00 73.57
Vanguard Value Etf Uie (VTV) 0.0 $49k 260.00 186.53
Casella Waste Systems (CWST) 0.0 $47k 500.00 94.88
Vanguard Short-term Bondetf Uie (BSV) 0.0 $46k 587.00 78.86
Spdr Ssga Us Lg Cp Lw Vlt Inx Etf Uie (LGLV) 0.0 $45k 253.00 178.27
Ishares Core 60 40 Bal All Etf Uie (AOR) 0.0 $44k 681.00 64.36
Spdr Portfolio S&p 500 Etf Uie (SPLG) 0.0 $44k 559.00 78.34
Jpmorgan U S Tech Leaders Etf Iv Uie (JTEK) 0.0 $44k 476.00 91.97
Netflix (NFLX) 0.0 $43k 36.00 1198.92
Columbia Research Enhanced Cr Etf Uie (RECS) 0.0 $41k 1.0k 40.34
Vanguard Dividend Appreciation Etf Uie (VIG) 0.0 $39k 178.00 216.22
Wisdomtree Us Largecap Dividend Etf Uie (DLN) 0.0 $38k 438.00 87.08
Timothy Plan Us Larg Md Cp Cr Etf Uie (TPLC) 0.0 $38k 817.00 46.30
Ishares Msci Acwi Ex Us Etf Uie (ACWX) 0.0 $38k 581.00 65.01
Ishares S&p Mid Cap 400 Grwth Etf Uie (IJK) 0.0 $36k 379.00 95.88
First Trust Long Short Equity Etf Uie (FTLS) 0.0 $36k 515.00 69.99
Global X Lithium Batterytech Etf Uie (LIT) 0.0 $36k 632.00 56.88
Altc Acquisition Corp (OKLO) 0.0 $35k 315.00 111.63
UnitedHealth (UNH) 0.0 $35k 102.00 344.25
Blackstone Group Inc Com Cl A (BX) 0.0 $34k 200.00 170.85
First Tr Lrg Cp Grw Alphadex Etf Uie (FTC) 0.0 $34k 209.00 160.66
Square Inc cl a (XYZ) 0.0 $33k 450.00 72.27
T Rowe Price Growth Etf Uie (TGRT) 0.0 $32k 731.00 43.62
Ishares Us Medical Devices Etf Uie (IHI) 0.0 $31k 519.00 60.05
Norfolk Southern (NSC) 0.0 $30k 100.00 300.41
Occidental Petroleum Corporation (OXY) 0.0 $30k 629.00 47.23
Invsc S P Midcap Low Volatility Etf Uie (XMLV) 0.0 $29k 463.00 63.56
Bristol Myers Squibb (BMY) 0.0 $28k 627.00 45.11
Vanguard Total International Stk Etf Uie (VXUS) 0.0 $28k 383.00 73.46
Johnson & Johnson (JNJ) 0.0 $28k 151.00 184.88
Ishares S&p Mid Cap 400 Value Etf Uie (IJJ) 0.0 $27k 211.00 129.53
Sofi Technologies (SOFI) 0.0 $26k 1.0k 26.42
Ishares Core Msci Eafe Etf Uie (IEFA) 0.0 $26k 296.00 87.31
Ishares Us Regional Banks Etf Uie (IAT) 0.0 $25k 477.00 52.57
Bitwise Crypto Industry Innovat Etf Uie (BITQ) 0.0 $25k 1.0k 25.07
Avantis Us Small Cap Value Etf Uie (AVUV) 0.0 $24k 245.00 99.67
First Tr Nasdaq Tech Dividx Etf Uie (TDIV) 0.0 $24k 245.00 98.59
Jpmorgan Short Duration Core Plu Etf Uie (JSCP) 0.0 $24k 506.00 47.59
Avantis Emerging Marketseq Etf Uie (AVEM) 0.0 $23k 304.00 75.14
Ishares Us Transportation Etf Uie (IYT) 0.0 $23k 316.00 71.65
Advisorshares Focused Equity Etf Uie (CWS) 0.0 $23k 330.00 68.55
Global X Us Infra Dvlpmnt Etf Uie (PAVE) 0.0 $22k 462.00 47.59
Ford Motor Company (F) 0.0 $22k 1.8k 11.96
McDonald's Corporation (MCD) 0.0 $21k 70.00 302.54
Vanguard Ftse Developed Markets Etf Uie (VEA) 0.0 $21k 342.00 59.92
Wal-Mart Stores (WMT) 0.0 $19k 181.00 103.28
Sandisk Corp (SNDK) 0.0 $19k 166.00 112.20
Travelers Companies (TRV) 0.0 $18k 64.00 278.95
Ishares Russell 1000 Value Etf Uie (IWD) 0.0 $17k 85.00 203.59
Wisdomtree Art Intll Andinnvt Etf Uie (WTAI) 0.0 $17k 602.00 28.56
Spdr Gold Shares Etf Uie (GLD) 0.0 $17k 48.00 355.48
Select Sector Health Care Spdr Etf Uie (XLV) 0.0 $17k 120.00 138.93
Linde Plc F Fgo (LIN) 0.0 $16k 34.00 479.59
Lam Research (LRCX) 0.0 $16k 120.00 133.90
Vanguard Russell 1000 Etf Uie (VONE) 0.0 $15k 51.00 302.35
Snap Inc cl a (SNAP) 0.0 $15k 2.0k 7.71
Carnival Corp F Fgo (CCL) 0.0 $15k 500.00 28.91
Pacer Us Small Cap Cash Cows Etf Uie (CALF) 0.0 $14k 325.00 43.81
Ishares Iboxx Invt Gradebond Etf Uie (LQD) 0.0 $14k 122.00 111.47
Caesars Entertainment (CZR) 0.0 $14k 500.00 27.03
Vanguard Russell 1000 Growth Etf Uie (VONG) 0.0 $14k 112.00 120.50
Dimensional U S Small Cap Etf Uie (DFAS) 0.0 $13k 195.00 68.46
Prologis Inc Reit Ret (PLD) 0.0 $13k 116.00 114.52
Pfizer (PFE) 0.0 $13k 511.00 25.49
Parker-Hannifin Corporation (PH) 0.0 $13k 17.00 763.94
Duke Energy (DUK) 0.0 $13k 104.00 123.75
Vanguard Internatnl Hgh Div Yld Etf Uie (VYMI) 0.0 $13k 151.00 84.68
Ishares Core S&p Small Cap Etf Uie (IJR) 0.0 $13k 107.00 118.89
Vanguard Russell 2000 Value Etf Uie (VTWV) 0.0 $13k 80.00 155.88
Jpmorgan Ultra Short Income Etf Uie (JPST) 0.0 $12k 245.00 50.63
Spdr S&p Health Care Equipment Etf Uie (XHE) 0.0 $12k 150.00 78.86
Grayscale Bitcoin Trust Etf Uie (GBTC) 0.0 $12k 129.00 89.77
Nasdaq Omx (NDAQ) 0.0 $12k 131.00 88.15
Ishares Ai Invatn And Tec Act Etf Uie (BAI) 0.0 $11k 329.00 34.16
Harmony Gold Mng Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (HMY) 0.0 $11k 619.00 18.15
Innovator Us Equity Buffer Etf Uie (BJUL) 0.0 $11k 222.00 49.66
General Dynamics Corporation (GD) 0.0 $11k 32.00 344.50
Walt Disney Company (DIS) 0.0 $11k 95.00 114.60
Analog Devices (ADI) 0.0 $10k 42.00 245.69
Proshares S&p 500 Div Aristocrat Etf Uie (NOBL) 0.0 $10k 100.00 103.07
Mp Materials Corp (MP) 0.0 $10k 150.00 67.07
Hanesbrands (HBI) 0.0 $9.9k 1.5k 6.59
Coca-Cola Company (KO) 0.0 $9.8k 148.00 66.18
Northrop Grumman Corporation (NOC) 0.0 $9.3k 15.00 617.13
Applied Materials (AMAT) 0.0 $9.2k 45.00 204.73
Spdr Fund Consumer Discre Select Etf Uie (XLY) 0.0 $9.1k 38.00 239.63
Ishares Core Msci Emerging Etf Uie (IEMG) 0.0 $8.9k 135.00 65.92
Allegiant Travel Company (ALGT) 0.0 $8.5k 140.00 60.69
Vanguard Total Bond Market Etf Uie (BND) 0.0 $8.4k 113.00 74.37
Invesco S&pinvesco S&p 500 Equal Weight Financials Etf 500 Equal Uie (RSPF) 0.0 $8.4k 108.00 77.78
Schwab Us Large Cap Value Etf Uie (SCHV) 0.0 $8.4k 288.00 29.11
Jpmorgan Ultra Shrt Muncipl Incm Etf Uie (JMST) 0.0 $8.0k 156.00 51.04
Ishares Russell 2000 Value Etf Uie (IWN) 0.0 $7.8k 44.00 176.34
Spdr Port Mrtgg Bckd Bndetf Uie (SPMB) 0.0 $7.7k 341.00 22.44
Texas Instruments Incorporated (TXN) 0.0 $7.5k 41.00 183.73
Ishares Select Dividend Etf Uie (DVY) 0.0 $7.5k 53.00 142.09
Ishares S&p 100 Etf Uie (OEF) 0.0 $7.5k 22.00 338.73
Vanguard Industrials Etf Uie (VIS) 0.0 $7.1k 24.00 296.29
Bank of America Corporation (BAC) 0.0 $7.0k 135.00 51.59
Cigna Corp (CI) 0.0 $6.9k 24.00 288.25
CVS Caremark Corporation (CVS) 0.0 $6.9k 91.00 75.38
Jpmorgan Active Value Etf Uie (JAVA) 0.0 $6.6k 95.00 69.13
Carrier Global Corporation (CARR) 0.0 $6.6k 110.00 59.70
Electronic Arts (EA) 0.0 $6.2k 31.00 200.65
Ishares China Large Cap Etf Uie (FXI) 0.0 $5.8k 142.00 41.18
Vanguard Ftse Emerging Markets Etf Uie (VWO) 0.0 $5.4k 99.00 54.18
Select Sector Industrialspdr Etf Uie (XLI) 0.0 $5.3k 34.00 154.94
First Trust Value Dividend Index Etf Uie (FVD) 0.0 $5.2k 113.00 46.24
Ishares Total Usd Bond Market Etf Uie (IUSB) 0.0 $5.0k 108.00 46.71
Otis Worldwide Corp (OTIS) 0.0 $5.0k 55.00 91.44
Spdr Index Shares Emerg Markt Etf Uie (SPEM) 0.0 $5.0k 106.00 46.81
Ishares Core S&p Mid Capetf Uie (IJH) 0.0 $4.9k 75.00 65.27
Omni (OMC) 0.0 $4.8k 59.00 81.86
General Electric (GE) 0.0 $4.8k 16.00 300.81
International Business Machines (IBM) 0.0 $4.5k 16.00 282.19
S&T Ban (STBA) 0.0 $4.4k 118.00 37.59
Origin Materials (ORGN) 0.0 $4.4k 8.5k 0.52
Ishares Msci Eafe Etf Uie (EFA) 0.0 $4.1k 44.00 94.09
First Trust North American Energ Etf Uie (EMLP) 0.0 $4.1k 106.00 38.29
Intel Corporation (INTC) 0.0 $4.0k 119.00 33.45
Ark Fintech Innovation Etf Uie (ARKF) 0.0 $4.0k 70.00 56.80
F.N.B. Corporation (FNB) 0.0 $3.8k 237.00 16.11
First Trust Cloud Computing Etf Uie (SKYY) 0.0 $3.8k 28.00 134.43
Southwest Airlines (LUV) 0.0 $3.6k 113.00 31.90
First Trust Internet Index Cf Etf Uie (FDN) 0.0 $3.4k 12.00 279.83
Sanofi Fsponsored Adr 1 Adr Reps 0.5 Ord Adr (SNY) 0.0 $3.3k 70.00 47.20
Schwab Us Broad Market Etf Uie (SCHB) 0.0 $3.3k 128.00 25.76
Ishares Msci Emerging Markets Etf Uie (EEM) 0.0 $3.3k 61.00 53.67
Agnico Eagle Mines Ltd F FGC (AEM) 0.0 $3.2k 19.00 168.58
Vanguard Intermediate Term Bond Etf Uie (BIV) 0.0 $2.9k 37.00 78.08
The Hartford Ins 6 Pfdpfd Ser G Pre (HIG.PG) 0.0 $2.9k 115.00 25.07
Jpmorgan Chas 5.75 Pfdpfd Ser Dd Pre (JPM.PD) 0.0 $2.9k 115.00 24.85
Metlife Inc 5.625 Pfdpfd Ser E Pre (MET.PE) 0.0 $2.8k 114.00 24.88
Ge Vernova (GEV) 0.0 $2.5k 4.00 615.00
Copart (CPRT) 0.0 $2.4k 54.00 44.96
Te Connectivity Plc F Fgo (TEL) 0.0 $2.4k 11.00 219.55
SYSCO Corporation (SYY) 0.0 $2.3k 28.00 82.36
Medtronic Plc F Fgo (MDT) 0.0 $2.2k 23.00 95.26
Essential Utils (WTRG) 0.0 $2.0k 50.00 39.90
Lennar Corporation (LEN) 0.0 $1.9k 15.00 126.07
Altria (MO) 0.0 $1.9k 28.00 67.18
Invsc Sp 500 Equal Weight Matrl Etf Uie (RSPM) 0.0 $1.8k 55.00 32.75
Ishares Msci Brazil Small Cap Etf Uie (EWZS) 0.0 $1.5k 110.00 13.90
Innovator Us Equity Buffer Etf Uie (BAPR) 0.0 $1.5k 32.00 46.91
First Trst Enhncd Shrt Mrty Etf Iv Uie (FTSM) 0.0 $1.4k 23.00 59.91
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (UL) 0.0 $1.4k 23.00 59.26
Leadershars Alphfctr Us Cr Eq Etf Iv Uie (LSAF) 0.0 $1.3k 29.00 44.72
Coupang (CPNG) 0.0 $1.3k 40.00 32.20
Grayscale Bitcoin Mini Trust Etf Uie (BTC) 0.0 $1.3k 25.00 50.64
Metropcs Communications (TMUS) 0.0 $1.2k 5.00 239.40
First Eagle Overseas Equity Etf Uie (FEOE) 0.0 $1.1k 24.00 46.12
Cronos Group Inc F FGC (CRON) 0.0 $1.1k 396.00 2.78
Johnson Controls Int F Fgo (JCI) 0.0 $1.1k 10.00 110.00
Organon & Co (OGN) 0.0 $1.0k 98.00 10.68
Vanguard Materials Etf Uie (VAW) 0.0 $1.0k 5.00 204.80
Leadershrs Alphafctr Tact Focus Etf Uie (LSAT) 0.0 $909.999200 22.00 41.36
First Trust Int Dur Prf Cem (FPF) 0.0 $881.001200 46.00 19.15
Ishares 20 Pls Year Treasury Bnd Etf Uie (TLT) 0.0 $715.000000 8.00 89.38
Mobix Labs (MOBX) 0.0 $504.000000 625.00 0.81
Advisorshs Pure Us Cannabis Etf Iv Uie (MSOS) 0.0 $498.004000 104.00 4.79
Sirius XM Holdings (SIRI) 0.0 $466.000000 20.00 23.30
Ge Healthcare Technologies I (GEHC) 0.0 $376.000000 5.00 75.20
Lucid Group (LCID) 0.0 $357.000000 15.00 23.80
Adobe Systems Incorporated (ADBE) 0.0 $353.000000 1.00 353.00
American Express Company (AXP) 0.0 $335.000000 1.00 335.00
Masimo Corporation (MASI) 0.0 $295.000000 2.00 147.50
Millrose Pptys Inc Com Cl A (MRP) 0.0 $234.999800 7.00 33.57
Pentair Plc F Fgo (PNR) 0.0 $222.000000 2.00 111.00
Wrap Technologies (WRAP) 0.0 $217.000000 100.00 2.17
Fairlead Tactical Sectoretf Uie (TACK) 0.0 $210.000000 7.00 30.00
Wabtec Corporation (WAB) 0.0 $200.000000 1.00 200.00
Nvent Elec Plc F Fgo (NVT) 0.0 $197.000000 2.00 98.50
Bit Origin Limited Fclass A Fgo (BTOG) 0.0 $191.000000 500.00 0.38
Ishares Global Clean Energy Etf Uie (ICLN) 0.0 $186.000000 12.00 15.50
Okta Inc cl a (OKTA) 0.0 $183.000000 2.00 91.50
Transocean Ltd F Fgo (RIG) 0.0 $177.999600 57.00 3.12
Kyndryl Holdings Ord Wi (KD) 0.0 $90.000000 3.00 30.00
Pure Storage Inc - Class A (PSTG) 0.0 $84.000000 1.00 84.00
Amc Entertainment (AMC) 0.0 $61.000800 21.00 2.90
Warner Bros. Discovery (WBD) 0.0 $59.000100 3.00 19.67
Canopy Growth Corp F FGC (CGC) 0.0 $50.998500 35.00 1.46
Ammpower Corp F FGC (AMMPF) 0.0 $27.000000 1.5k 0.02
First Republic Bank/san F (FRCB) 0.0 $4.960000 1.6k 0.00