Comprehensive Financial Planning

Comprehensive Financial Planning as of Dec. 31, 2025

Portfolio Holdings for Comprehensive Financial Planning

Comprehensive Financial Planning holds 415 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Janus Henderson Aaa Clo Etf Uie (JAAA) 5.7 $8.6M 170k 50.58
Apple (AAPL) 5.4 $8.1M 30k 271.87
NVIDIA Corporation (NVDA) 5.1 $7.7M 41k 186.50
Microsoft Corporation (MSFT) 3.7 $5.6M 12k 483.63
Invsc S P 500 Top 50 Etf Uie (XLG) 3.7 $5.6M 95k 59.28
Vanguard S&p 500 Etf Uie (VOO) 3.7 $5.5M 8.8k 627.15
Facebook Inc cl a (META) 3.3 $5.0M 7.6k 660.10
Ishares Core S&p 500 Etf Uie (IVV) 2.9 $4.3M 6.3k 684.98
Jpmorgan Active Growth Etf Uie (JGRO) 2.2 $3.3M 36k 92.80
Amazon (AMZN) 2.1 $3.2M 14k 230.82
T Rowe Price Blue Chip Growth Etf Uie (TCHP) 1.9 $2.9M 59k 49.86
Spdr S&p 500 Etf Uie (SPY) 1.7 $2.6M 3.9k 681.99
Ishares S&p 500 Growth Etf Uie (IVW) 1.7 $2.6M 21k 123.27
Listed Fnds Rondhl Mgnfcnt Etf Uie (MAGS) 1.7 $2.5M 39k 65.96
Wisdomtree Us Qlt Div Grw Etf Uie (DGRW) 1.6 $2.5M 28k 89.43
Schwab Us Large Cap Growth Etf Uie (SCHG) 1.6 $2.5M 76k 32.62
Palantir Technologies (PLTR) 1.6 $2.4M 14k 177.75
Jpmorgan International Value Etf Uie (JIVE) 1.4 $2.2M 27k 80.28
Invsc Qqq Trust Srs 1 Etf Uie (QQQ) 1.4 $2.1M 3.5k 614.47
Berkshire Hathaway (BRK.B) 1.4 $2.1M 4.2k 502.65
Crowdstrike Hldgs Inc cl a (CRWD) 1.4 $2.1M 4.4k 468.76
Costco Wholesale Corporation (COST) 1.3 $2.0M 2.3k 862.51
Ishares Semiconductor Etf Uie (SOXX) 1.3 $2.0M 6.5k 301.18
Invesco Nasdaq 100 Etf Uie (QQQM) 1.3 $1.9M 7.5k 252.94
Innovator Defined Wealthshield Etf Uie (BALT) 1.2 $1.9M 56k 33.51
Ishares Expanded Tech Sector Etf Uie (IGM) 1.2 $1.9M 15k 129.16
Victoryshares Free Cash Flow Etf Uie (VFLO) 1.2 $1.8M 45k 39.38
T Rowe Price U S Equity Research Etf Uie (TSPA) 1.1 $1.7M 41k 42.78
Schwab Us Dividend Equity Etf Uie (SCHD) 1.1 $1.6M 58k 27.43
Tesla Motors (TSLA) 0.9 $1.4M 3.2k 449.72
Invesco S & P Midcap Momentum Etf Uie (XMMO) 0.9 $1.3M 9.7k 138.47
Ishares Us Technology Etf Uie (IYW) 0.8 $1.2M 6.1k 199.69
Jpmorgan Core Plus Bond Etf Uie (JCPB) 0.8 $1.2M 24k 47.35
Ft Vest Rising Div Income Etf Uie (RDVI) 0.8 $1.1M 43k 26.24
Vaneck Semiconductor Etf Uie (SMH) 0.7 $1.1M 3.1k 360.13
Pacer Swan Sos Fund Of Funds Etf Uie (PSFF) 0.7 $1.1M 34k 32.33
Waste Management (WM) 0.7 $1.1M 4.9k 219.75
First Trust Us Equity Oprtnt Etf Uie (FPX) 0.7 $1.1M 6.6k 163.61
Vanguard Information Technology Etf Uie (VGT) 0.7 $1.1M 1.4k 754.11
Innovator Ibd 50 Etf Uie (FFTY) 0.7 $1.0M 30k 34.81
Avantis U S Large Cap Value Etf Uie (AVLV) 0.7 $1.0M 13k 75.78
Micron Technology (MU) 0.6 $971k 3.4k 285.48
T Rowe Price Cptl Aprctneqt Etf Uie (TCAF) 0.6 $938k 25k 38.22
J P Morgan Nasdaq Eqt Prm Inc Etf Uie (JEPQ) 0.6 $915k 16k 58.12
Vanguard Mid Cap Etf Uie (VO) 0.6 $895k 3.1k 290.31
State Stret Tec Select Sec Spdr Etf Uie (XLK) 0.6 $867k 6.0k 143.98
Ishares Silver Trust Etf Uie (SLV) 0.6 $854k 13k 64.42
Invsc S P 500 Equal Weight Etf Uie (RSP) 0.5 $820k 4.3k 191.57
Alphabet Inc Class A cs (GOOGL) 0.5 $806k 2.6k 313.04
Janus Henderson Secrtz Inc Etf Uie (JSI) 0.5 $797k 15k 52.06
Broadcom (AVGO) 0.5 $735k 2.1k 346.18
Ste Strt Fincl Slct Sector Spdr Etf Uie (XLF) 0.5 $713k 13k 54.77
St Srt Spdr S&p 1500 Valtlt Etf Iv Uie (VLU) 0.5 $698k 3.3k 210.68
Ishares Core Dividend Growth Etf Uie (DGRO) 0.4 $680k 9.8k 69.43
Vanguard Mega Cap Value Etf Uie (MGV) 0.4 $639k 4.5k 141.17
JPMorgan Chase & Co. (JPM) 0.4 $636k 2.0k 322.30
T Rowe Price Growth Stock Etf Uie (TGRW) 0.4 $609k 13k 46.01
Defiance Quantum Etf Uie (QTUM) 0.4 $592k 5.4k 109.66
Republic Services (RSG) 0.4 $570k 2.7k 211.97
Virtus Lifesci Biotech Products Etf Uie (BBP) 0.4 $557k 7.0k 79.91
Ishares Total Us Stock Market Etf Uie (ITOT) 0.4 $556k 3.7k 148.73
Victoryshares Fre Csh Flw Grw Etf Uie (GFLW) 0.3 $515k 18k 28.16
Invsc S P 500 Momentum Etf Uie (SPMO) 0.3 $514k 4.3k 119.33
Jpmorgan Equity Premium Income Etf Uie (JEPI) 0.3 $510k 8.9k 57.24
Ishs Us Tech Indepdnce Focusd Etf Uie (IETC) 0.3 $504k 5.0k 101.60
Vistra Energy (VST) 0.3 $497k 3.1k 161.37
Victoryshares Us Eq Income Enh Vol Wtd Idx Etf Uie (CDC) 0.3 $491k 7.5k 65.90
Servicenow (NOW) 0.3 $488k 3.2k 153.19
Vanguard High Dividend Yield Etf Uie (VYM) 0.3 $488k 3.4k 143.53
Raytheon Technologies Corp (RTX) 0.3 $486k 2.7k 183.46
Janus Henderson Shrt Drtn Inm Etf Uie (VNLA) 0.3 $486k 9.9k 49.14
State Strt Utltes Slet Sctr Spdr Etf Uie (XLU) 0.3 $484k 11k 42.69
Vanguard Total Stock Market Etf Uie (VTI) 0.3 $483k 1.4k 335.28
Ishares Russell Top 200 Growth Etf Uie (IWY) 0.3 $461k 1.7k 276.98
First Trust Smid Cap Rising Divi Etf Uie (SDVY) 0.3 $458k 12k 38.32
Vanguard Mega Cap Growthetf Uie (MGK) 0.3 $434k 1.1k 413.11
Celestica Inc Equity Fclass Equity FGC (CLS) 0.3 $432k 1.5k 295.61
Global X Fund Glb X Art Intl Tgy Etf Uie (AIQ) 0.3 $410k 8.1k 50.86
Vaneck Gold Miners Etf Uie (GDX) 0.3 $410k 4.8k 85.77
Vanguard Health Care Etf Uie (VHT) 0.3 $408k 1.4k 288.03
Invesco S & P Midcap Value With Momentum Etf Uie (XMVM) 0.2 $376k 5.9k 64.17
Corning Incorporated (GLW) 0.2 $373k 1.8k 202.40
Argan (AGX) 0.2 $361k 1.2k 313.48
Ies Hldgs (IESC) 0.2 $361k 929.00 389.02
Fulton Financial (FULT) 0.2 $349k 18k 19.33
Exxon Mobil Corporation (XOM) 0.2 $334k 2.8k 120.38
Robinhood Mkts (HOOD) 0.2 $326k 2.9k 113.10
Jpmorgn Hedgd Eqty Lad Ovrly Etf Uie (HELO) 0.2 $320k 4.8k 66.44
Alphabet Inc Class C cs (GOOG) 0.2 $312k 994.00 314.11
Amphenol Corporation (APH) 0.2 $311k 2.3k 135.14
Vanguard Mid Cap Value Etf Uie (VOE) 0.2 $290k 1.6k 177.38
Comfort Systems USA (FIX) 0.2 $285k 305.00 933.29
Astera Labs (ALAB) 0.2 $281k 1.7k 166.36
Invsc Wilderhill Clean Energy Etf Uie (PBW) 0.2 $275k 9.0k 30.54
Federated Hme Mdt Lar Val Etf Nav Cf Uie (FLCV) 0.2 $259k 8.3k 31.11
Amentum Holdings (AMTM) 0.2 $256k 8.8k 29.00
Visa (V) 0.2 $250k 712.00 350.71
NRG Energy (NRG) 0.2 $231k 1.5k 159.29
Advanced Micro Devices (AMD) 0.2 $231k 1.1k 214.16
Jpmorgan Private Markets Fund Class I Cem 0.1 $205k 12k 17.49
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Adr (TSM) 0.1 $201k 661.00 303.89
Ishares Expanded Tech Stw Sctr Etf Uie (IGV) 0.1 $198k 1.9k 105.70
PNC Financial Services (PNC) 0.1 $196k 941.00 208.73
Chevron Corporation (CVX) 0.1 $193k 1.3k 152.52
T Rowe Price Dividend Growth Etf Uie (TDVG) 0.1 $191k 4.3k 44.98
State Stret Enrgy Slect Sec Spdr Etf Uie (XLE) 0.1 $178k 4.0k 44.72
Palo Alto Networks (PANW) 0.1 $158k 856.00 184.20
Vanguard Growth Etf Uie (VUG) 0.1 $153k 313.00 488.04
Invsc S P 500 Pure Valueetf Uie (RPV) 0.1 $151k 1.5k 103.36
Uber Technologies (UBER) 0.1 $142k 1.7k 81.71
Waste Connections Inc F FGC (WCN) 0.1 $140k 800.00 175.36
Western Digital (WDC) 0.1 $138k 801.00 172.34
Home Depot (HD) 0.1 $137k 397.00 344.73
Jpmorgan Private Markets Fund Class D Cem 0.1 $129k 9.9k 12.99
Spdr S&p Midcap 400 Etf Uie (MDY) 0.1 $127k 210.00 605.50
Abbvie (ABBV) 0.1 $125k 546.00 228.80
Ishares Msci Usa Qualitygarp Etf Uie (GARP) 0.1 $124k 1.8k 68.10
Invesco S & P Smlcp Momentm Etf Uie (XSMO) 0.1 $121k 1.7k 72.01
Ishares Core Msci Totl Intl Stck Etf Uie (IXUS) 0.1 $119k 1.4k 84.66
Ishares Russell Top 200 Etf Uie (IWL) 0.1 $117k 683.00 170.75
Ishares Core Us Aggregate Bond Etf Uie (AGG) 0.1 $115k 1.2k 99.88
Live Nation Entertainment (LYV) 0.1 $112k 788.00 142.50
Ste Strt Comtn Sr Slct Sctr Spdr Etf Uie (XLC) 0.1 $111k 938.00 117.76
Vanguard Consumer Discretionary Etf Uie (VCR) 0.1 $110k 279.00 394.81
Merck & Co (MRK) 0.1 $110k 1.0k 105.34
Ishs Us Smalla Cap Eqty Fact Etf Uie (SMLF) 0.1 $109k 1.5k 74.88
Ishares Msci Usa Momntumfct Etf Uie (MTUM) 0.1 $108k 432.00 250.60
Coca-Cola Company (KO) 0.1 $108k 1.5k 69.93
Qualcomm (QCOM) 0.1 $103k 600.00 171.05
Avantis International Equity Etf Uie (AVDE) 0.1 $102k 1.2k 82.33
John Hancock Multifctr Mid Cp Etf Uie (JHMM) 0.1 $97k 1.5k 65.51
Ishares Russell Mid Cap Etf Uie (IWR) 0.1 $96k 996.00 96.28
Super Micro Computer Inc Com Usd0.001 (SMCI) 0.1 $89k 3.0k 29.27
General Electric (GE) 0.1 $86k 278.00 308.03
Enb Financial Corp Pa (ENBP) 0.1 $84k 3.6k 23.50
Vanguard S&p 500 Value Etf Uie (VOOV) 0.1 $84k 409.00 205.12
Tractor Supply Company (TSCO) 0.1 $83k 1.7k 50.01
Ishares Treasury Floating Rate B Etf Uie (TFLO) 0.1 $81k 1.6k 50.47
Innovator Us Equity Power Buffer Etf Uie (PJUL) 0.1 $79k 1.7k 46.43
Schwab Short Term Us Treasury Etf Uie (SCHO) 0.1 $78k 3.2k 24.37
Arm Hldgs Plc Equity A Funsponsored Adr 1 Adr Reps 1 Ord Adr (ARM) 0.1 $77k 700.00 109.31
Pepsi (PEP) 0.0 $75k 521.00 143.72
Valero Energy Corporation (VLO) 0.0 $73k 450.00 162.79
Ishares Biotechnology Etf Uie (IBB) 0.0 $71k 418.00 169.17
Pan Amern Silver Corp F FGC (PAAS) 0.0 $69k 1.3k 51.81
Ishares Global Energy Etf Uie (IXC) 0.0 $69k 1.6k 41.95
Vanguard Russell 2000 Etf Uie (VTWO) 0.0 $68k 685.00 99.56
Ishares Russell 1000 Growth Etf Uie (IWF) 0.0 $68k 144.00 473.50
Vanguard Large Cap Etf Uie (VV) 0.0 $68k 214.00 315.65
Vanguard Small Cap Etf Uie (VB) 0.0 $64k 248.00 258.29
Newmont Mining Corporation (NEM) 0.0 $64k 637.00 99.93
Invsc Sp 500 Equal Weight Tech Etf Uie (RSPT) 0.0 $62k 1.4k 45.54
Pacer Us Cash Cows 100 Etf Uie (COWZ) 0.0 $62k 1.0k 60.21
Vanguard Total International Stk Etf Uie (VXUS) 0.0 $60k 793.00 75.47
Ishares Us Financial Seretf Uie (IYG) 0.0 $60k 648.00 92.31
Ishares Msci Usa Min Volfctr Etf Uie (USMV) 0.0 $60k 631.00 94.28
Altc Acquisition Corp (OKLO) 0.0 $59k 815.00 71.76
Ishares Core 40 60 Mod All Etf Uie (AOM) 0.0 $58k 1.2k 47.74
Vanguard Mid Cap Growth Etf Uie (VOT) 0.0 $56k 200.00 279.14
Vanguard Mega Cap Etf Uie (MGC) 0.0 $54k 213.00 251.85
Vanguard Short-term Bondetf Uie (BSV) 0.0 $47k 594.00 78.86
Ishares Core Msci Eafe Etf Uie (IEFA) 0.0 $45k 506.00 89.46
State Street Spdr Portfls&p 500 Etf Uie (SPYM) 0.0 $45k 559.00 80.22
St Srt Spdr Us L C Lw Vltlty Etf Iv Uie (LGLV) 0.0 $45k 254.00 175.93
Ge Vernova (GEV) 0.0 $44k 68.00 653.56
Jpmorgan U S Tech Leaders Etf Iv Uie (JTEK) 0.0 $43k 481.00 90.07
Spdr Dow Jones Industrial Avrg Etf Uie (DIA) 0.0 $42k 87.00 481.94
Columbia Research Enhanced Cr Etf Uie (RECS) 0.0 $42k 1.0k 40.87
Global X Lithium Batterytech Etf Uie (LIT) 0.0 $41k 632.00 64.89
Vanguard Dividend Appreciation Etf Uie (VIG) 0.0 $40k 179.00 220.74
Sandisk Corp (SNDK) 0.0 $39k 166.00 237.38
Ishares Msci Acwi Ex Us Etf Uie (ACWX) 0.0 $39k 581.00 67.13
UnitedHealth (UNH) 0.0 $39k 118.00 330.16
Wisdomtree Us Largecap Dividend Etf Uie (DLN) 0.0 $39k 440.00 88.20
Ishares Core 60 40 Bal All Etf Uie (AOR) 0.0 $38k 578.00 65.02
Lynas Rare Earths Ordf Ufo (LYSCF) 0.0 $37k 4.5k 8.30
Timothy Plan Us Larg Md Cp Cr Etf Uie (TPLC) 0.0 $37k 817.00 45.46
Ishares Iboxx Invt Gradebond Etf Uie (LQD) 0.0 $37k 336.00 110.19
Ishares S&p Mid Cap 400 Grwth Etf Uie (IJK) 0.0 $37k 379.00 97.07
Blackstone Group Inc Com Cl A (BX) 0.0 $36k 232.00 154.14
Vanguard Value Etf Uie (VTV) 0.0 $35k 184.00 191.88
Bristol Myers Squibb (BMY) 0.0 $34k 634.00 53.95
Netflix (NFLX) 0.0 $34k 360.00 93.76
First Tr Lrg Cp Grw Alphadex Etf Uie (FTC) 0.0 $33k 209.00 159.88
First Trust Long Short Equity Etf Uie (FTLS) 0.0 $33k 464.00 71.14
General Motors Company (GM) 0.0 $33k 400.00 81.32
T Rowe Price Growth Etf Uie (TGRT) 0.0 $32k 731.00 44.26
Ishares Us Medical Devices Etf Uie (IHI) 0.0 $32k 519.00 62.17
Johnson & Johnson (JNJ) 0.0 $31k 150.00 207.99
Square Inc cl a (XYZ) 0.0 $29k 450.00 65.09
Invsc S P Midcap Low Volatility Etf Uie (XMLV) 0.0 $29k 466.00 62.38
Norfolk Southern (NSC) 0.0 $29k 100.00 288.72
Ishares S&p Mid Cap 400 Value Etf Uie (IJJ) 0.0 $28k 211.00 132.20
Ishares Us Regional Banks Etf Uie (IAT) 0.0 $27k 482.00 55.18
Sofi Technologies (SOFI) 0.0 $26k 1.0k 26.18
Schwab International Equity Etf Uie (SCHF) 0.0 $25k 1.1k 24.04
Avantis Us Small Cap Value Etf Uie (AVUV) 0.0 $25k 246.00 102.08
Victory Ii Victorysharesetf Uie (UBND) 0.0 $25k 1.1k 22.00
Proshares Ultra S&p 500 Eq Wei Etf Uie (URSP) 0.0 $25k 611.00 40.87
Jpmorgan Short Duration Core Plu Etf Uie (JSCP) 0.0 $24k 511.00 47.58
Ishares Russell 2000 Etf Uie (IWM) 0.0 $24k 98.00 247.52
Vanguard Ftse Emerging Markets Etf Uie (VWO) 0.0 $24k 451.00 53.76
Ford Motor Company (F) 0.0 $24k 1.8k 13.12
Avantis Emerging Marketseq Etf Uie (AVEM) 0.0 $24k 308.00 77.23
First Tr Nasdaq Tech Dividx Etf Uie (TDIV) 0.0 $24k 245.00 96.84
Ishares Us Transportation Etf Uie (IYT) 0.0 $24k 316.00 74.59
Prologis Inc Reit Ret (PLD) 0.0 $23k 183.00 127.66
Advisorshares Focused Equity Etf Uie (CWS) 0.0 $23k 330.00 68.85
McDonald's Corporation (MCD) 0.0 $21k 70.00 306.06
Vanguard Ftse Developed Markets Etf Uie (VEA) 0.0 $21k 342.00 62.47
St Stret Spdr Prtfl S&p 400 M Etf Iv Uie (SPMD) 0.0 $21k 356.00 57.96
Bitwise Xrp Etf Uie (XRP) 0.0 $21k 1.0k 20.52
Lam Research (LRCX) 0.0 $21k 120.00 171.18
Wal-Mart Stores (WMT) 0.0 $20k 181.00 111.64
Bitwise Crypto Industry Innovators Etf Uie (BITQ) 0.0 $20k 1.0k 19.93
Global X Us Infra Dvlpmnt Etf Uie (PAVE) 0.0 $20k 415.00 47.89
Ishares Msci World Etf Uie (URTH) 0.0 $20k 106.00 187.26
Spdr Gold Shares Etf Uie (GLD) 0.0 $19k 48.00 396.29
Travelers Companies (TRV) 0.0 $19k 64.00 290.88
State Strt Hlth Cre Slt Sec Spdr Etf Uie (XLV) 0.0 $19k 120.00 154.92
Ishares Russell 1000 Value Etf Uie (IWD) 0.0 $18k 85.00 210.33
Wisdomtree Art Intll Andinnvt Etf Uie (WTAI) 0.0 $18k 612.00 29.17
Ishares Jpmorgan Usd Mtsbond Etf Uie (EMB) 0.0 $17k 179.00 96.28
Snap Inc cl a (SNAP) 0.0 $16k 2.0k 8.07
Vanguard Russell 1000 Etf Uie (VONE) 0.0 $16k 51.00 309.04
Altria (MO) 0.0 $15k 267.00 57.86
Carnival Corp F Fgo (CCL) 0.0 $15k 500.00 30.54
Parker-Hannifin Corporation (PH) 0.0 $15k 17.00 887.41
Ishares 7-10 Year Trsurybond Etf Uie (IEF) 0.0 $15k 155.00 96.15
Linde Plc F Fgo (LIN) 0.0 $15k 34.00 432.03
Pacer Us Small Cap Cash Cows Etf Uie (CALF) 0.0 $14k 325.00 44.39
Vanguard Russell 1000 Growth Etf Uie (VONG) 0.0 $14k 112.00 121.75
Vanguard Internatnl Hgh Div Yld Etf Uie (VYMI) 0.0 $14k 151.00 90.00
Dimensional U S Small Cap Etf Uie (DFAS) 0.0 $14k 195.00 69.67
St Srt Spdr S&p Hlth Cr Eqpmnt Etf Uie (XHE) 0.0 $13k 150.00 88.36
Ishares Core S&p Small Cap Etf Uie (IJR) 0.0 $13k 107.00 120.79
Pfizer (PFE) 0.0 $13k 515.00 24.92
Vanguard Russell 2000 Value Etf Uie (VTWV) 0.0 $13k 80.00 159.93
Nasdaq Omx (NDAQ) 0.0 $13k 130.00 97.82
Ligand Pharmaceuticals In (LGND) 0.0 $13k 66.00 189.06
Jpmorgan Ultra Short Income Etf Uie (JPST) 0.0 $12k 243.00 50.79
Harmony Gold Mng Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (HMY) 0.0 $12k 619.00 19.90
Proshares Ultra Midcap 400 Etf Uie (MVV) 0.0 $12k 176.00 69.70
Duke Energy (DUK) 0.0 $12k 104.00 117.20
Proshares Ultra Russell 2000 Etf Uie (UWM) 0.0 $12k 258.00 47.02
Caesars Entertainment (CZR) 0.0 $12k 500.00 23.39
Applied Materials (AMAT) 0.0 $12k 45.00 256.98
Proshares S&p 500 Div Aristocrat Etf Uie (NOBL) 0.0 $11k 109.00 104.06
Ishares Ai Invatn And Tec Act Etf Uie (BAI) 0.0 $11k 334.00 33.40
Ishares Core S&p Us Value Etf Uie (IUSV) 0.0 $11k 108.00 102.54
Vertiv Holdings Llc vertiv holdings (VRT) 0.0 $11k 68.00 162.04
Innovator Us Equity Buffer Etf Uie (BJUL) 0.0 $11k 217.00 50.76
Bank of America Corporation (BAC) 0.0 $11k 199.00 55.00
General Dynamics Corporation (GD) 0.0 $11k 32.00 341.59
Walt Disney Company (DIS) 0.0 $11k 95.00 113.86
Hershey Company (HSY) 0.0 $10k 57.00 181.96
At&t (T) 0.0 $9.9k 400.00 24.84
Ishares Core S&p Mid Capetf Uie (IJH) 0.0 $9.9k 150.00 66.00
First Horizon 6.5 Pfdpfd Ser E Pre (FHN.PE) 0.0 $9.7k 400.00 24.18
Ishares Us Home Construct Etf Uie (ITB) 0.0 $9.6k 100.00 96.30
Gildan Activewear Inc Fclass Class A FGC (GIL) 0.0 $9.6k 153.00 62.46
Mondelez Int (MDLZ) 0.0 $9.1k 169.00 53.83
State Strt Cons Dsry Sltse Sp Etf Iv Uie (XLY) 0.0 $9.1k 76.00 119.41
Ishares Core Msci Emerging Etf Uie (IEMG) 0.0 $9.1k 135.00 67.21
Grayscale Bitcoin Trust Etf Uie (GBTC) 0.0 $8.8k 129.00 68.36
Northrop Grumman Corporation (NOC) 0.0 $8.7k 15.00 579.80
Occidental Petroleum Corporation (OXY) 0.0 $8.7k 210.00 41.27
Schwab Us Large Cap Value Etf Uie (SCHV) 0.0 $8.5k 288.00 29.61
Invesco S&pinvesco S&p 500 Equal Weight Financials Etf 500 Equal Uie (RSPF) 0.0 $8.5k 108.00 78.49
Vanguard Total Bond Market Etf Uie (BND) 0.0 $8.4k 113.00 74.06
Verizon Communications (VZ) 0.0 $8.1k 200.00 40.73
Teradyne (TER) 0.0 $8.1k 42.00 193.55
Ishares Russell 2000 Value Etf Uie (IWN) 0.0 $8.0k 44.00 181.75
Ishares S&p 100 Etf Uie (OEF) 0.0 $7.7k 22.00 349.86
Blackrock Esg Cptl Alctn Cem (ECAT) 0.0 $7.7k 500.00 15.38
St Stret Spdr Prtfl Mrtgbckd Etf Iv Uie (SPMB) 0.0 $7.6k 341.00 22.41
Ishares Iboxx High Yieldbond Etf Uie (HYG) 0.0 $7.6k 94.00 80.63
Mp Materials Corp (MP) 0.0 $7.6k 150.00 50.52
Ge Healthcare Technologies I (GEHC) 0.0 $7.5k 92.00 82.01
Ishares Select Dividend Etf Uie (DVY) 0.0 $7.5k 53.00 141.13
Ishares Mbs Etf Uie (MBB) 0.0 $7.4k 78.00 95.22
CVS Caremark Corporation (CVS) 0.0 $7.2k 91.00 79.35
Vanguard Industrials Etf Uie (VIS) 0.0 $7.2k 24.00 298.38
Texas Instruments Incorporated (TXN) 0.0 $7.1k 41.00 173.49
Capital One Financial (COF) 0.0 $7.0k 29.00 242.34
Jpmorgan Active Value Etf Uie (JAVA) 0.0 $6.9k 95.00 72.19
Nxp Semiconductors N V F Fgo (NXPI) 0.0 $6.7k 31.00 217.03
Charles Schwab Corporation (SCHW) 0.0 $6.7k 67.00 99.90
Cigna Corp (CI) 0.0 $6.6k 24.00 275.21
Electronic Arts (EA) 0.0 $6.3k 30.00 210.23
American Express Company (AXP) 0.0 $6.3k 17.00 370.12
Bp P L C Fsponsored Adr 1 Adr Reps 6 Ord Adr (BP) 0.0 $6.0k 172.00 34.73
Carrier Global Corporation (CARR) 0.0 $5.8k 110.00 52.84
Raymond James Financial (RJF) 0.0 $5.8k 36.00 160.58
Analog Devices (ADI) 0.0 $5.7k 21.00 271.19
Morgan Stanley (MS) 0.0 $5.5k 31.00 177.52
Ishares China Large Cap Etf Uie (FXI) 0.0 $5.5k 143.00 38.46
Eaton Corp Plc F Fgo (ETN) 0.0 $5.4k 17.00 318.47
Sirius XM Holdings (SIRI) 0.0 $5.4k 270.00 19.99
Kkr & Co (KKR) 0.0 $5.4k 42.00 127.48
International Business Machines (IBM) 0.0 $5.3k 18.00 296.17
D.R. Horton (DHI) 0.0 $5.3k 37.00 144.03
State Strt Indstl Slct Sctr Spdr Etf Uie (XLI) 0.0 $5.3k 34.00 156.35
Constellation Energy (CEG) 0.0 $5.3k 15.00 353.27
First Trust Value Dividend Index Etf Uie (FVD) 0.0 $5.2k 113.00 46.08
Citigroup (C) 0.0 $5.1k 44.00 116.68
Arista Networks (ANET) 0.0 $5.1k 39.00 131.03
Ishares Core Universal Usd Bond Etf Uie (IUSB) 0.0 $5.0k 108.00 46.54
Spdr Index Shares Emerg Markt Etf Uie (SPEM) 0.0 $5.0k 106.00 46.80
United Parcel Service (UPS) 0.0 $5.0k 50.00 99.18
Invesco S P Midcap 400 Revenue Etf Uie (RWK) 0.0 $4.9k 39.00 126.44
Omni (OMC) 0.0 $4.8k 59.00 81.80
Otis Worldwide Corp (OTIS) 0.0 $4.8k 55.00 87.35
Dell Technologies (DELL) 0.0 $4.8k 38.00 125.87
American Electric Power Company (AEP) 0.0 $4.7k 41.00 115.29
Dominion Resources (D) 0.0 $4.7k 80.00 58.59
Southwest Airlines (LUV) 0.0 $4.7k 112.00 41.69
S&T Ban (STBA) 0.0 $4.6k 118.00 39.35
Intel Corporation (INTC) 0.0 $4.4k 118.00 37.09
Ishares Msci Eafe Etf Uie (EFA) 0.0 $4.3k 45.00 96.31
Public Service Enterprise (PEG) 0.0 $4.3k 53.00 80.28
F.N.B. Corporation (FNB) 0.0 $4.1k 237.00 17.10
First Trust North American Energ Etf Uie (EMLP) 0.0 $4.0k 106.00 37.87
St Stert Spdr Blmbg 1 3 Mn T Bl Etf Uie (BIL) 0.0 $3.9k 43.00 91.37
Oracle Corporation (ORCL) 0.0 $3.9k 20.00 194.90
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Uie (IGSB) 0.0 $3.9k 73.00 52.88
Huntington Ingalls Inds (HII) 0.0 $3.7k 11.00 340.00
Sterling Construction Company (STRL) 0.0 $3.7k 12.00 306.17
First Trust Cloud Computing Etf Uie (SKYY) 0.0 $3.6k 28.00 130.07
Ishares Msci Emerging Markets Etf Uie (EEM) 0.0 $3.4k 62.00 54.87
Expedia (EXPE) 0.0 $3.4k 12.00 283.25
Schwab Us Broad Market Etf Uie (SCHB) 0.0 $3.4k 128.00 26.27
Ark Blockchain And Fintech In Etf Uie (ARKF) 0.0 $3.3k 70.00 47.63
Denali Therapeutics (DNLI) 0.0 $3.3k 200.00 16.51
First Trust Internet Index Cf Etf Uie (FDN) 0.0 $3.2k 12.00 269.17
State Street Corporation (STT) 0.0 $3.2k 25.00 129.00
Agnico Eagle Mines Ltd F FGC (AEM) 0.0 $3.2k 19.00 169.53
Blackrock (BLK) 0.0 $3.2k 3.00 1070.33
Marvell Technology (MRVL) 0.0 $3.1k 37.00 84.97
Carlyle Group (CG) 0.0 $3.0k 51.00 59.10
Autodesk (ADSK) 0.0 $3.0k 10.00 296.00
Cisco Systems (CSCO) 0.0 $2.9k 38.00 77.03
Vanguard Intermediate Term Bond Etf Uie (BIV) 0.0 $2.9k 37.00 77.86
The Hartford Ins 6 Pfdpfd Ser G Pre (HIG.PG) 0.0 $2.9k 115.00 25.03
Jpmorgan Chas 5.75 Pfdpfd Ser Dd Pre (JPM.PD) 0.0 $2.9k 115.00 24.91
Warner Bros. Discovery (WBD) 0.0 $2.9k 99.00 28.82
Fs Kkr Capital Corp (FSK) 0.0 $2.7k 183.00 14.81
Metlife Inc 5.625 Pfdpfd Ser E Pre (MET.PE) 0.0 $2.7k 114.00 23.75
Microchip Technology (MCHP) 0.0 $2.5k 40.00 63.70
Quanta Services (PWR) 0.0 $2.5k 6.00 422.00
Abrdn Global Dynamic Div Cem (AGD) 0.0 $2.5k 216.00 11.66
Annaly Cap Mgmt Inc Reit Ret (NLY) 0.0 $2.5k 112.00 22.36
Te Connectivity Plc F Fgo (TEL) 0.0 $2.5k 11.00 227.45
Enbridge Inc F FGC (ENB) 0.0 $2.4k 50.00 47.82
Global X Robotics Artfclintlgnc Etf Uie (BOTZ) 0.0 $2.4k 66.00 36.23
Jones Lang LaSalle Incorporated (JLL) 0.0 $2.4k 7.00 336.43
Wabtec Corporation (WAB) 0.0 $2.3k 11.00 213.36
Alps Alerian Mlp Etf Uie (AMLP) 0.0 $2.3k 49.00 47.00
Amplify Cybersecurity Etf Uie (HACK) 0.0 $2.2k 28.00 80.36
Medtronic Plc F Fgo (MDT) 0.0 $2.2k 23.00 96.04
Copart (CPRT) 0.0 $2.1k 54.00 39.15
SYSCO Corporation (SYY) 0.0 $2.1k 28.00 73.68
MercadoLibre (MELI) 0.0 $2.0k 1.00 2014.00
Honeywell International (HON) 0.0 $2.0k 10.00 195.00
Essential Utils (WTRG) 0.0 $1.9k 50.00 38.36
Invsc Sp 500 Equal Weight Matrl Etf Uie (RSPM) 0.0 $1.9k 55.00 34.07
Cyberloq Technologies In 0.0 $1.8k 8.6k 0.21
Origin Materials (ORGN) 0.0 $1.8k 8.5k 0.21
Bank Ozk (OZK) 0.0 $1.6k 35.00 46.00
Lennar Corporation (LEN) 0.0 $1.5k 15.00 102.80
Innovator Us Equity Buffer Etf Uie (BAPR) 0.0 $1.5k 32.00 47.97
Ishares Msci Brazil Small Cap Etf Uie (EWZS) 0.0 $1.4k 110.00 12.93
High Templar Tech Funsponsored Adr 1 Adr Reps 1 Ord Adr (HTT) 0.0 $1.4k 400.00 3.55
First Trst Enhncd Shrt Mrty Etf Iv Uie (FTSM) 0.0 $1.4k 23.00 59.91
Kraft Heinz (KHC) 0.0 $1.4k 56.00 24.25
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (UL) 0.0 $1.3k 20.00 65.40
Leadershars Alphfctr Us Cr Eq Etf Uie (LSAF) 0.0 $1.3k 29.00 45.07
Dutch Bros (BROS) 0.0 $1.2k 20.00 61.20
Johnson Controls Int F Fgo (JCI) 0.0 $1.2k 10.00 119.70
Petroleo Brasileiro Sa Fsponsored Adr 1 Adr Reps 2 Ord Adr (PBR) 0.0 $1.2k 100.00 11.85
First Eagle Overseas Equity Etf Uie (FEOE) 0.0 $1.2k 24.00 49.08
Cronos Group Inc F FGC (CRON) 0.0 $1.0k 396.00 2.63
Vanguard Materials Etf Uie (VAW) 0.0 $1.0k 5.00 207.40
Metropcs Communications (TMUS) 0.0 $1.0k 5.00 203.00
Grayscale Bitcoin Mini Trust Etf Uie (BTC) 0.0 $968.000000 25.00 38.72
Coupang (CPNG) 0.0 $943.000000 40.00 23.57
First Trust Int Dur Prf Cem (FPF) 0.0 $856.998400 46.00 18.63
Leadershrs Alphafctr Tact Focus Etf Uie (LSAT) 0.0 $854.000400 22.00 38.82
Organon & Co (OGN) 0.0 $702.003400 98.00 7.16
Ishares 20 Pls Year Treasury Bnd Etf Uie (TLT) 0.0 $697.000000 8.00 87.12
Kyndryl Holdings Ord Wi (KD) 0.0 $609.999100 23.00 26.52
Omniab (OABI) 0.0 $597.000900 323.00 1.85
Advisorshares Pure Us Cannabis Etf Uie (MSOS) 0.0 $489.996000 104.00 4.71
Shopify Inc Fclass A FGC (SHOP) 0.0 $482.000100 3.00 160.67
Adobe Systems Incorporated (ADBE) 0.0 $349.000000 1.00 349.00
Masimo Corporation (MASI) 0.0 $260.000000 2.00 130.00
Wrap Technologies (WRAP) 0.0 $238.000000 100.00 2.38
Transocean Ltd F Fgo (RIG) 0.0 $236.002800 57.00 4.14
Fairlead Tactical Sectoretf Uie (TACK) 0.0 $208.999700 7.00 29.86
Millrose Pptys Inc Com Cl A (MRP) 0.0 $208.999700 7.00 29.86
Pentair Plc F Fgo (PNR) 0.0 $208.000000 2.00 104.00
Nvent Elec Plc F Fgo (NVT) 0.0 $203.000000 2.00 101.50
Ishares Global Clean Energy Etf Uie (ICLN) 0.0 $198.000000 12.00 16.50
Uniti Group (UNIT) 0.0 $175.000000 25.00 7.00
Okta Inc cl a (OKTA) 0.0 $172.000000 2.00 86.00
Lucid Group (LCID) 0.0 $157.999500 15.00 10.53
Bit Origin Limited Fclass A Fgo (BTOG) 0.0 $86.000000 500.00 0.17
Pure Storage Inc - Class A (PSTG) 0.0 $67.000000 1.00 67.00
The Magnum Ice Cream C F Fgo (MICC) 0.0 $63.000000 4.00 15.75
Canopy Growth Corp F FGC (CGC) 0.0 $48.998500 43.00 1.14
Solstice Advanced Matls (SOLS) 0.0 $48.000000 1.00 48.00
Amc Entertainment (AMC) 0.0 $31.999800 21.00 1.52
Ammpower Corp F FGC (AMMPF) 0.0 $12.000000 1.5k 0.01
First Republic Bank/san F (FRCB) 0.0 $0.960000 1.6k 0.00
Sentry Pete (SPLM) 0.0 $0 25.00 0.00