Continuum Advisory

Continuum Advisory as of Dec. 31, 2025

Portfolio Holdings for Continuum Advisory

Continuum Advisory holds 456 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
Capital Group Dividend Value Etf Etf (CGDV) 4.1 $41M 936k 43.64
Apple Stock (AAPL) 4.0 $40M 148k 271.86
Jpmorgan Core Plus Bond Etf Etf (JCPB) 3.1 $31M 661k 47.35
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) 2.9 $29M 1.1M 26.68
Capital Group Core Bond Etf Etf (CGCB) 2.7 $27M 1.0M 26.52
Vanguard Total Stock Market Etf Etf (VTI) 2.6 $26M 77k 335.27
Microsoft Corp Stock (MSFT) 2.5 $25M 52k 483.62
Vanguard Extended Market Etf Etf (VXF) 2.2 $22M 107k 209.12
Nvidia Corporation Stock (NVDA) 2.0 $20M 105k 186.50
Amazon Stock (AMZN) 1.6 $16M 69k 230.82
Invesco Qqq Trust Series I Etf (QQQ) 1.6 $16M 26k 614.32
Vanguard Total Bond Market Etf Etf (BND) 1.4 $14M 192k 74.07
Vanguard S&p 500 Etf Etf (VOO) 1.3 $13M 21k 627.13
Ishares S&p 100 Etf Etf (OEF) 1.3 $13M 39k 342.97
State Street Spdr Msci Usa Strategicfactors Etf Etf (QUS) 1.3 $13M 72k 174.19
Vanguard Large-cap Etf Etf (VV) 1.2 $12M 37k 314.80
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.1 $11M 35k 313.00
Ishares Core Msci Eafe Etf Etf (IEFA) 1.0 $9.5M 106k 89.46
First Eagle Overseas Equity Etf Etf (FEOE) 0.9 $9.4M 194k 48.36
Ishares Core S&p 500 Etf Etf (IVV) 0.9 $9.2M 14k 684.95
Simplify Opportunistic Income Etf Etf (CRDT) 0.9 $9.0M 386k 23.31
Newmont Corp Stock (NEM) 0.9 $8.8M 88k 99.85
Walmart Stock (WMT) 0.8 $8.1M 73k 111.41
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.8 $7.5M 96k 77.88
Incyte Corp Stock (INCY) 0.7 $7.3M 74k 98.77
Ulta Beauty Stock (ULTA) 0.7 $7.0M 12k 605.01
Salesforce Stock (CRM) 0.7 $6.8M 26k 264.91
Schwab Us Dividend Equity Etf Etf (SCHD) 0.7 $6.8M 248k 27.43
Micron Technology Stock (MU) 0.7 $6.8M 24k 285.41
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.7 $6.7M 152k 44.41
State Street Spdr S&p 500 Etf Etf (SPY) 0.7 $6.7M 9.8k 681.91
Vanguard Small-cap Etf Etf (VB) 0.7 $6.6M 26k 257.95
Capital Group Growth Etf Etf (CGGR) 0.7 $6.6M 148k 44.47
Vanguard Mid-cap Etf Etf (VO) 0.6 $6.4M 22k 290.21
Jpmorgan Chase & Co Stock (JPM) 0.6 $6.4M 20k 322.22
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) 0.6 $6.3M 79k 80.22
Costco Wholesale Corporation Stock (COST) 0.6 $6.3M 7.3k 862.35
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.6 $6.3M 110k 57.24
Cvs Health Corp Stock (CVS) 0.6 $6.3M 79k 79.36
Neurocrine Biosciences Stock (NBIX) 0.6 $6.0M 43k 141.83
Biomarin Pharmaceutical Stock (BMRN) 0.6 $6.0M 101k 59.43
Everest Group Stock (EG) 0.6 $5.7M 17k 339.35
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.6 $5.6M 11k 502.65
State Street Spdr Bloomberg 1-10 Year Tips Etf Etf (TIPX) 0.5 $5.5M 287k 19.08
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.5 $5.4M 45k 121.75
Oracle Corp Stock (ORCL) 0.5 $5.3M 27k 194.91
Ishares Core International Aggregate Bond Etf Etf (IAGG) 0.5 $5.3M 106k 50.01
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.5 $5.2M 16k 313.80
The Cigna Group Stock (CI) 0.5 $5.1M 19k 275.22
Jpmorgan Income Etf Etf (JPIE) 0.5 $5.0M 109k 46.29
Vanguard Value Etf Etf (VTV) 0.5 $5.0M 26k 190.99
Broadcom Stock (AVGO) 0.5 $4.9M 14k 346.09
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.5 $4.7M 44k 106.70
Spdr Gold Shares Etf (GLD) 0.5 $4.7M 12k 396.31
Vaneck Gold Miners Etf Etf (GDX) 0.5 $4.6M 54k 85.77
Capital Group Core Equity Etf Etf (CGUS) 0.5 $4.6M 115k 40.23
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.5 $4.5M 97k 46.54
Meta Platforms Inc Cl A Stock (META) 0.4 $4.5M 6.8k 660.07
Tesla Stock (TSLA) 0.4 $4.3M 9.6k 449.73
Ishares Russell 2000 Etf Etf (IWM) 0.4 $4.0M 16k 246.16
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.4 $3.9M 83k 46.81
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) 0.4 $3.8M 100k 38.32
Alerian Mlp Etf Etf (AMLP) 0.4 $3.8M 81k 47.02
Vanguard Growth Etf Etf (VUG) 0.4 $3.7M 7.6k 487.86
First Trust Low Duration Opportunities Etf Etf (LMBS) 0.4 $3.7M 73k 49.99
Cameco Corp Stock (CCJ) 0.4 $3.7M 40k 91.49
Capital Group International Focus Equity Etf Etf (CGXU) 0.4 $3.6M 123k 29.55
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.4 $3.6M 8.0k 444.59
Chevron Corporation Stock (CVX) 0.3 $3.4M 23k 152.41
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.3 $3.4M 38k 91.38
Avantis International Small Cap Value Etf Etf (AVDV) 0.3 $3.4M 37k 93.97
First Trust Value Line Dividend Index Fund Etf (FVD) 0.3 $3.3M 73k 46.08
Capital Group Core Plus Income Etf Etf (CGCP) 0.3 $3.3M 146k 22.64
Williams Cos Stock (WMB) 0.3 $3.3M 55k 60.11
Cheniere Energy Stock (LNG) 0.3 $3.3M 17k 194.39
Abbvie Stock (ABBV) 0.3 $3.2M 14k 228.49
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.3 $3.1M 73k 42.87
Eaton Corp Stock (ETN) 0.3 $3.1M 9.8k 318.51
Medtronic Stock (MDT) 0.3 $3.0M 31k 96.06
Vanguard Total International Stock Etf Etf (VXUS) 0.3 $2.9M 39k 75.44
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.3 $2.9M 34k 84.36
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.3 $2.8M 42k 67.22
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.3 $2.8M 35k 79.73
First Trust North American Energy Infrastructure Fund Etf (EMLP) 0.3 $2.8M 73k 37.87
Ishares Russell Midcap Etf Etf (IWR) 0.3 $2.7M 28k 96.27
Exxon Mobil Corp Stock (XOM) 0.3 $2.6M 22k 120.34
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF) 0.3 $2.6M 54k 48.11
Entergy Corp Stock (ETR) 0.3 $2.5M 27k 92.43
Capital Group Core Balanced Etf Etf (CGBL) 0.2 $2.5M 70k 35.33
Agnc Invt Corp Reit (AGNC) 0.2 $2.5M 230k 10.72
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.2 $2.4M 23k 104.07
T. Rowe Price Dividend Growth Etf Etf (TDVG) 0.2 $2.4M 54k 44.97
Caci Intl Inc Cl A Stock (CACI) 0.2 $2.4M 4.4k 532.81
Invesco International Dividend Achievers Etf Etf (PID) 0.2 $2.3M 106k 22.00
Mastercard Incorporated Cl A Stock (MA) 0.2 $2.3M 4.1k 570.88
Global X Copper Miners Etf Etf (COPX) 0.2 $2.3M 32k 71.79
Vanguard Real Estate Etf Etf (VNQ) 0.2 $2.3M 26k 88.49
Eli Lilly & Co Stock (LLY) 0.2 $2.3M 2.1k 1074.69
Simplify Mbs Etf Etf (MTBA) 0.2 $2.2M 45k 50.41
Ceco Environmental Corp Stock (CECO) 0.2 $2.2M 37k 59.85
Home Depot Stock (HD) 0.2 $2.2M 6.5k 344.08
Janus Henderson B-bbb Clo Etf Etf (JBBB) 0.2 $2.2M 47k 47.70
Vanguard Mega Cap Growth Etf Etf (MGK) 0.2 $2.2M 5.4k 412.79
Visa Inc Com Cl A Stock (V) 0.2 $2.2M 6.2k 350.69
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.2 $2.1M 32k 66.00
Johnson & Johnson Stock (JNJ) 0.2 $2.1M 10k 206.95
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.2 $2.1M 25k 82.82
Ishares Residential And Multisector Real Estate Etf Etf (REZ) 0.2 $2.1M 25k 82.64
Icici Bk Ltd Hong Kong Branch Adr (IBN) 0.2 $2.0M 69k 29.80
Ishares Core S&p Small Cap Etf Etf (IJR) 0.2 $2.0M 17k 120.18
Ishares High Yield Systematic Bond Etf Etf (HYDB) 0.2 $2.0M 42k 47.35
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY) 0.2 $2.0M 83k 23.67
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.2 $2.0M 24k 80.63
State Street Spdr Portfolio Tips Etf Etf (SPIP) 0.2 $1.9M 71k 25.95
Caterpillar Stock (CAT) 0.2 $1.8M 3.2k 572.87
Procter & Gamble Stock (PG) 0.2 $1.8M 13k 143.31
Ishares Esg Msci Kld 400 Etf Etf (DSI) 0.2 $1.7M 13k 128.83
Iren Limited Ordinary Shares Stock (IREN) 0.2 $1.7M 45k 37.77
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.2 $1.6M 33k 50.59
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.2 $1.6M 26k 62.47
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.2 $1.6M 27k 58.12
Advanced Micro Devices Stock (AMD) 0.2 $1.6M 7.3k 214.16
Ishares Semiconductor Etf Etf (SOXX) 0.2 $1.5M 5.1k 301.15
Linde Stock (LIN) 0.2 $1.5M 3.6k 426.39
Abbott Labs Stock (ABT) 0.2 $1.5M 12k 125.29
International Business Machs Stock (IBM) 0.2 $1.5M 5.1k 296.24
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $1.5M 28k 53.76
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN) 0.2 $1.5M 32k 47.02
Ishares Future Ai & Tech Etf Etf (ARTY) 0.1 $1.5M 31k 48.18
Philip Morris Intl Stock (PM) 0.1 $1.5M 9.2k 160.40
Nvent Electric Stock (NVT) 0.1 $1.5M 14k 101.97
First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.1 $1.4M 21k 69.47
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.1 $1.4M 49k 29.61
Duke Energy Corp Stock (DUK) 0.1 $1.4M 12k 117.21
Thermo Fisher Scientific Stock (TMO) 0.1 $1.4M 2.5k 579.45
Schwab International Equity Etf Etf (SCHF) 0.1 $1.4M 59k 24.04
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $1.4M 8.0k 177.74
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.1 $1.4M 18k 77.53
Intuitive Surgical Stock (ISRG) 0.1 $1.4M 2.4k 566.36
Cisco Sys Stock (CSCO) 0.1 $1.4M 18k 77.03
Schwab Charles Corp Stock (SCHW) 0.1 $1.4M 14k 99.91
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) 0.1 $1.4M 16k 85.37
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.1 $1.4M 28k 49.46
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $1.4M 11k 123.26
Wells Fargo & Co Stock (WFC) 0.1 $1.3M 15k 93.20
Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG) 0.1 $1.3M 31k 43.25
Verizon Communications Stock (VZ) 0.1 $1.3M 33k 40.73
Capital One Finl Corp Stock (COF) 0.1 $1.3M 5.5k 242.36
Cintas Corp Stock (CTAS) 0.1 $1.3M 7.0k 188.07
Nextera Energy Stock (NEE) 0.1 $1.3M 16k 80.28
Coca Cola Stock (KO) 0.1 $1.3M 18k 69.91
First Trust Enhanced Short Maturity Etf Etf (FTSM) 0.1 $1.3M 21k 59.93
Mcdonalds Corp Stock (MCD) 0.1 $1.3M 4.2k 305.63
Ishares Select Dividend Etf Etf (DVY) 0.1 $1.3M 8.9k 141.14
Ge Healthcare Technologies Stock (GEHC) 0.1 $1.3M 15k 82.02
Bondbloxx Bloomberg Seven Year Target Duration Us Treasury Etf Etf (XSVN) 0.1 $1.3M 26k 48.04
Pimco Active Bond Exchange-traded Fund Etf (BOND) 0.1 $1.2M 13k 93.08
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.1 $1.2M 42k 29.28
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL) 0.1 $1.2M 27k 44.34
Innovator U.s. Equity Power Buffer Etf - September Etf (PSEP) 0.1 $1.2M 28k 43.72
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC) 0.1 $1.2M 90k 13.25
American Express Stock (AXP) 0.1 $1.2M 3.2k 369.98
T-mobile Us Stock (TMUS) 0.1 $1.2M 5.8k 203.04
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $1.2M 24k 50.29
Vanguard Russell 1000 Etf Etf (VONE) 0.1 $1.2M 3.8k 309.04
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.1 $1.2M 12k 96.28
Disney Walt Stock (DIS) 0.1 $1.2M 10k 113.77
Ishares S&p 500 Value Etf Etf (IVE) 0.1 $1.2M 5.4k 212.07
Simplify Intermediate Term Treasury Futures Strategy Etf Etf (TYA) 0.1 $1.1M 84k 13.50
Welltower Reit (WELL) 0.1 $1.1M 6.1k 185.61
Ishares Gold Trust Etf (IAU) 0.1 $1.1M 14k 81.17
Netflix Stock (NFLX) 0.1 $1.1M 12k 93.76
Janus Henderson Aaa Clo Etf Etf (JAAA) 0.1 $1.1M 22k 50.58
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB) 0.1 $1.1M 27k 40.72
Bank America Corp Stock (BAC) 0.1 $1.1M 20k 55.00
At&t Stock (T) 0.1 $1.1M 44k 24.84
Tempus Ai Inc Cl A Stock (TEM) 0.1 $1.1M 18k 59.05
Ishares Silver Trust Etf (SLV) 0.1 $1.1M 17k 64.42
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.1 $1.1M 13k 82.50
Amgen Stock (AMGN) 0.1 $1.1M 3.3k 327.34
Tjx Cos Stock (TJX) 0.1 $1.0M 6.8k 153.61
Qualcomm Stock (QCOM) 0.1 $1.0M 6.1k 171.05
Idacorp Stock (IDA) 0.1 $1.0M 8.2k 126.56
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $1.0M 7.1k 143.52
Sprott Asset Management Lp Physical Gold An Cef (CEF) 0.1 $1.0M 22k 45.80
Schwab Fundamental U.s. Large Company Etf Etf (FNDX) 0.1 $1.0M 37k 27.21
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL) 0.1 $1.0M 22k 46.43
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL) 0.1 $1.0M 34k 29.36
Citigroup Stock (C) 0.1 $999k 8.6k 116.69
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $993k 4.5k 219.78
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR) 0.1 $986k 25k 39.12
Unitedhealth Group Stock (UNH) 0.1 $983k 3.0k 330.11
Merck & Co Stock (MRK) 0.1 $955k 9.1k 105.26
First Trust Limited Duration Investment Grade Corporate Etf Etf (FSIG) 0.1 $955k 50k 19.19
Adobe Stock (ADBE) 0.1 $952k 2.7k 349.99
Public Svc Enterprise Grp Stock (PEG) 0.1 $931k 12k 80.30
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.1 $930k 29k 32.62
Ishares Msci South Korea Etf Etf (EWY) 0.1 $917k 9.4k 97.22
Ishares Core Dividend Etf Etf (DIVB) 0.1 $914k 17k 53.15
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.1 $906k 10k 87.16
Quanta Svcs Stock (PWR) 0.1 $887k 2.1k 422.06
Blackstone Stock (BX) 0.1 $875k 5.7k 154.14
Invesco Nasdaq 100 Etf Etf (QQQM) 0.1 $869k 3.4k 252.92
Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 0.1 $854k 13k 67.43
Kla Corp Stock (KLAC) 0.1 $847k 697.00 1215.08
Csx Corp Stock (CSX) 0.1 $825k 23k 36.25
Innovator U.s. Equity Power Buffer Etf - October Etf (POCT) 0.1 $821k 19k 43.92
Morgan Stanley Stock (MS) 0.1 $815k 4.6k 177.53
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $811k 3.9k 210.34
Capital Group Conservative Equity Etf Etf (CGCV) 0.1 $810k 27k 30.49
Annaly Capital Management Reit (NLY) 0.1 $807k 36k 22.36
Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.1 $804k 7.9k 101.98
Eog Res Stock (EOG) 0.1 $800k 7.6k 105.01
Altria Group Stock (MO) 0.1 $796k 14k 57.66
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $791k 29k 26.91
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $790k 4.0k 198.64
Ishares Msci Eafe Etf Etf (EFA) 0.1 $789k 8.2k 96.03
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $783k 2.6k 303.89
Fortive Corp Stock (FTV) 0.1 $780k 14k 55.21
State Street Utilities Select Sector Spdr Etf Etf (XLU) 0.1 $775k 18k 42.69
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.1 $774k 33k 23.38
Consolidated Edison Stock (ED) 0.1 $768k 7.7k 99.32
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.1 $763k 7.2k 106.70
Nisource Stock (NI) 0.1 $762k 18k 41.76
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.1 $755k 1.00 754800.00
Vanguard Mega Cap Value Etf Etf (MGV) 0.1 $752k 5.3k 141.16
Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC) 0.1 $749k 17k 43.38
Akre Focus Etf Etf (AKRE) 0.1 $748k 11k 65.51
Ametek Stock (AME) 0.1 $746k 3.6k 205.31
Vertex Pharmaceuticals Stock (VRTX) 0.1 $740k 1.6k 453.36
Trane Technologies Stock (TT) 0.1 $738k 1.9k 389.20
Vanguard Total International Bond Etf Etf (BNDX) 0.1 $737k 15k 48.32
Alliant Energy Corp Stock (LNT) 0.1 $708k 11k 65.01
Innovator Equity Defined Protection Etf - 1 Yr August Etf (ZAUG) 0.1 $706k 26k 26.71
Pfizer Stock (PFE) 0.1 $704k 28k 24.90
Gilead Sciences Stock (GILD) 0.1 $701k 5.7k 122.74
Kroger Stock (KR) 0.1 $700k 11k 62.48
Baker Hughes Company Cl A Stock (BKR) 0.1 $700k 15k 45.54
First Trust Rba American Industrial Renaissance Etf Etf (AIRR) 0.1 $699k 7.1k 98.32
United Parcel Svcs Inc Cl B Stock (UPS) 0.1 $697k 7.0k 99.19
Vanguard Small Cap Value Etf Etf (VBR) 0.1 $691k 3.3k 211.81
Waste Connections Stock (WCN) 0.1 $690k 3.9k 175.36
Allstate Corp Stock (ALL) 0.1 $671k 3.2k 208.15
Republic Svcs Stock (RSG) 0.1 $661k 3.1k 211.93
Vanguard Information Technology Etf Etf (VGT) 0.1 $659k 874.00 753.78
Artisan Partners Asset Mgmt I Cl A Stock (APAM) 0.1 $658k 16k 40.74
Viasat Stock (VSAT) 0.1 $654k 19k 34.46
Vaneck Merk Gold Etf Etf (OUNZ) 0.1 $649k 16k 41.48
American Tower Corp Reit (AMT) 0.1 $647k 3.7k 175.57
Putnam Focused Large Cap Value Etf Etf (PVAL) 0.1 $629k 14k 45.57
Global X U.s. Preferred Etf Etf (PFFD) 0.1 $621k 33k 18.91
Innovator Equity Defined Protection Etf - 1 Yr July Etf (ZJUL) 0.1 $608k 21k 29.06
Progressive Corp Stock (PGR) 0.1 $600k 2.6k 227.76
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $598k 1.2k 480.57
Ishares Mbs Etf Etf (MBB) 0.1 $595k 6.2k 95.22
State Street Blackstone Senior Loan Etf Etf (SRLN) 0.1 $586k 14k 41.27
Innovator Equity Defined Protection Etf - 1 Yr December Etf (ZDEK) 0.1 $583k 23k 25.74
Parker-hannifin Corp Stock (PH) 0.1 $570k 648.00 878.96
Palo Alto Networks Stock (PANW) 0.1 $568k 3.1k 184.20
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) 0.1 $568k 9.3k 60.81
Capital Group Dividend Growers Etf Etf (CGDG) 0.1 $567k 16k 35.64
Hca Healthcare Stock (HCA) 0.1 $565k 1.2k 466.86
Ishares Bitcoin Trust Etf Etf (IBIT) 0.1 $557k 11k 49.65
Ishares National Muni Bond Etf Etf (MUB) 0.1 $548k 5.1k 107.11
Synopsys Stock (SNPS) 0.1 $547k 1.2k 469.72
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.1 $545k 3.8k 143.98
Vanguard Mid-cap Value Etf Etf (VOE) 0.1 $542k 3.1k 177.34
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.1 $534k 5.6k 96.16
Nuveen Esg Mid-cap Growth Etf Etf (NUMG) 0.1 $529k 11k 47.74
Capital Group Short Duration Income Etf Etf (CGSD) 0.1 $524k 20k 26.01
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.1 $523k 21k 25.24
Fidelity Msci Industrial Index Etf Etf (FIDU) 0.1 $521k 6.3k 82.48
Prologis Reit (PLD) 0.1 $520k 4.1k 127.66
Intel Corp Stock (INTC) 0.1 $515k 14k 36.90
Ishares Msci Eafe Value Etf Etf (EFV) 0.1 $515k 7.2k 71.41
Union Pac Corp Stock (UNP) 0.1 $515k 2.2k 231.32
Constellation Energy Corp Stock (CEG) 0.1 $507k 1.4k 353.27
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.0 $497k 9.1k 54.77
Kkr & Co Stock (KKR) 0.0 $495k 3.9k 127.48
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.0 $495k 17k 30.07
PTC Stock (PTC) 0.0 $493k 2.8k 174.21
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR) 0.0 $491k 11k 44.94
Capital Group U.s. Multi-sector Income Etf Etf (CGMS) 0.0 $490k 18k 27.62
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $483k 1.9k 250.31
Stryker Corporation Stock (SYK) 0.0 $482k 1.4k 351.47
Vanguard Short-term Bond Etf Etf (BSV) 0.0 $481k 6.1k 78.81
Coca Cola Cons Stock (COKE) 0.0 $480k 3.1k 153.30
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $479k 5.8k 82.48
Ishares Biotechnology Etf Etf (IBB) 0.0 $476k 2.8k 168.75
Boeing Stock (BA) 0.0 $475k 2.2k 217.15
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $470k 1.0k 468.76
State Street Spdr S&p Biotech Etf Etf (XBI) 0.0 $467k 3.8k 121.92
American Elec Pwr Stock (AEP) 0.0 $460k 4.0k 115.31
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.0 $457k 5.4k 84.64
Park Aerospace Corp Stock (PKE) 0.0 $454k 21k 21.34
Northrop Grumman Corp Stock (NOC) 0.0 $453k 795.00 570.21
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $448k 4.5k 99.87
Oreilly Automotive Stock (ORLY) 0.0 $448k 4.9k 91.21
State Street Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM) 0.0 $443k 9.2k 47.99
Ishares Global Tech Etf Etf (IXN) 0.0 $442k 4.2k 105.00
Innovator U.s. Equity Ultra Buffer Etf - September Etf (USEP) 0.0 $438k 11k 39.33
Ge Vernova Stock (GEV) 0.0 $434k 664.00 653.57
Invesco S&p Midcap Momentum Etf Etf (XMMO) 0.0 $432k 3.1k 138.46
Uber Technologies Stock (UBER) 0.0 $430k 5.3k 81.71
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Ford Mtr Stock (F) 0.0 $425k 32k 13.12
Automatic Data Processing Stock (ADP) 0.0 $424k 1.7k 257.23
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.0 $423k 7.0k 60.17
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Invesco S&p International Developed Momentum Etf Etf (IDMO) 0.0 $418k 7.5k 55.57
Pepsico Stock (PEP) 0.0 $417k 2.9k 143.54
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Kodiak Sciences Stock (KOD) 0.0 $415k 15k 27.96
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Innovator Equity Defined Protection Etf - 1 Yr February Etf (ZFEB) 0.0 $405k 16k 25.38
Schwab U.s. Small-cap Etf Etf (SCHA) 0.0 $405k 14k 28.48
Chubb Stock (CB) 0.0 $404k 1.3k 312.12
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR) 0.0 $400k 6.2k 65.01
Citizens Finl Group Stock (CFG) 0.0 $399k 6.8k 58.41
Ishares International Dividend Growth Etf Etf (IGRO) 0.0 $396k 4.8k 82.77
Us Bancorp Stock (USB) 0.0 $394k 7.4k 53.36
Ishares Flexible Income Active Etf Etf (BINC) 0.0 $392k 7.4k 52.77
Eversource Energy Stock (ES) 0.0 $391k 5.8k 67.33
Booking Holdings Stock (BKNG) 0.0 $391k 73.00 5355.33
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Goldman Sachs Group Stock (GS) 0.0 $384k 437.00 879.00
Cion Invt Corp Stock (CION) 0.0 $383k 40k 9.67
Rtx Corporation Stock (RTX) 0.0 $383k 2.1k 183.40
Cme Group Stock (CME) 0.0 $382k 1.4k 273.08
Ge Aerospace Stock (GE) 0.0 $379k 1.2k 308.03
Starbucks Corp Stock (SBUX) 0.0 $371k 4.4k 84.22
First Trust Dorsey Wright Focus 5 Etf Etf (FV) 0.0 $366k 5.8k 62.92
Vanguard Mid-cap Growth Etf Etf (VOT) 0.0 $361k 1.3k 279.19
Intuit Stock (INTU) 0.0 $359k 542.00 662.42
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $358k 2.4k 148.72
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.0 $357k 2.1k 167.94
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.0 $356k 3.7k 95.10
Vertiv Holdings Co Com Cl A Stock (VRT) 0.0 $355k 2.2k 162.01
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.0 $355k 2.9k 120.96
State Street Doubleline Total Return Tactical Etf Etf (TOTL) 0.0 $354k 8.8k 40.25
Roper Technologies Stock (ROP) 0.0 $353k 792.00 445.13
Vanguard Small-cap Growth Etf Etf (VBK) 0.0 $352k 1.2k 302.19
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $350k 5.0k 69.42
L3harris Technologies Stock (LHX) 0.0 $341k 1.2k 293.57
Ishares International Select Dividend Etf Etf (IDV) 0.0 $339k 8.6k 39.45
Texas Instrs Stock (TXN) 0.0 $339k 2.0k 173.49
Servicenow Stock (NOW) 0.0 $338k 2.2k 153.19
Mckesson Corp Stock (MCK) 0.0 $337k 411.00 820.29
Essential Utils Stock (WTRG) 0.0 $334k 8.7k 38.36
State Street Spdr Portfolio Intermediate Term Treasury Etf Etf (SPTI) 0.0 $324k 11k 28.84
Equinix Reit (EQIX) 0.0 $322k 420.00 766.16
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) 0.0 $320k 8.8k 36.23
Blackrock Stock (BLK) 0.0 $317k 296.00 1070.34
First Trust Capital Strength Etf Etf (FTCS) 0.0 $311k 3.4k 92.51
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $307k 1.1k 275.39
Innovator U.s. Equity Buffer Etf - March Etf (BMAR) 0.0 $306k 5.8k 53.05
Ishares Preferred & Income Securities Etf Etf (PFF) 0.0 $306k 9.9k 30.96
Inspire 500 Etf Etf (PTL) 0.0 $305k 1.2k 248.19
State Street Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD) 0.0 $305k 7.0k 43.25
Nuveen Esg International Developed Markets Equity Etf Etf (NUDM) 0.0 $303k 8.4k 36.21
Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.0 $303k 6.9k 44.17
Alamos Gold Inc Com Cl A Stock (AGI) 0.0 $302k 7.8k 38.58
Arista Networks Stock (ANET) 0.0 $302k 2.3k 131.03
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Ishares Core High Dividend Etf Etf (HDV) 0.0 $299k 2.5k 121.61
Sempra Stock (SRE) 0.0 $297k 3.4k 88.29
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 0.0 $297k 5.1k 57.91
Dominion Energy Stock (D) 0.0 $296k 5.0k 58.59
Enterprise Prods Partners Stock (EPD) 0.0 $292k 9.1k 32.06
Perpetua Resources Corp Stock (PPTA) 0.0 $284k 12k 24.21
Air Products And Chemicals Stock (APD) 0.0 $282k 1.1k 247.02
Truist Finl Corp Stock (TFC) 0.0 $279k 5.7k 49.21
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $277k 3.3k 83.75
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD) 0.0 $276k 5.7k 48.00
Enbridge Stock (ENB) 0.0 $275k 5.8k 47.83
Inspire 100 Etf Etf (BIBL) 0.0 $275k 6.1k 45.13
Nike Inc Cl B Stock (NKE) 0.0 $270k 4.2k 63.71
Wec Energy Group Stock (WEC) 0.0 $270k 2.6k 105.46
Etc Cabana Target Drawdown 10 Etf Etf (TDSC) 0.0 $267k 11k 25.28
Applied Matls Stock (AMAT) 0.0 $265k 1.0k 256.99
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.0 $264k 5.6k 46.86
Omnicom Group Stock (OMC) 0.0 $264k 3.3k 80.75
Slb Limited Com Stk Stock (SLB) 0.0 $264k 6.9k 38.38
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID) 0.0 $264k 1.7k 153.02
Ishares Ethereum Trust Etf Etf (ETHA) 0.0 $263k 12k 22.43
Waste Mgmt Inc Del Stock (WM) 0.0 $262k 1.2k 219.62
Lockheed Martin Corp Stock (LMT) 0.0 $261k 540.00 483.67
Vaneck Uranium And Nuclear Etf Etf (NLR) 0.0 $260k 2.1k 124.20
Edison Intl Stock (EIX) 0.0 $260k 4.3k 60.02
Marsh & Mclennan Cos Stock 0.0 $256k 1.4k 185.52
Vistra Corp Stock (VST) 0.0 $255k 1.6k 161.36
Schwab Fundamental U.s. Small Company Etf Etf (FNDA) 0.0 $255k 8.1k 31.51
Aflac Stock (AFL) 0.0 $254k 2.3k 110.29
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Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $252k 2.7k 94.16
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $250k 933.00 268.30
General Mills Stock (GIS) 0.0 $250k 5.4k 46.50
Bluerock Pvt Real Estate Cef (BPRE) 0.0 $250k 17k 15.00
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.0 $249k 5.5k 45.45
Pembina Pipeline Corp Stock (PBA) 0.0 $248k 6.5k 38.06
Teleflex Incorporated Stock (TFX) 0.0 $246k 2.0k 122.04
Vanguard S&p Small-cap 600 Etf Etf (VIOO) 0.0 $245k 2.2k 110.96
Regions Financial Corp Stock (RF) 0.0 $245k 9.0k 27.10
Iamgold Corp Stock (IAG) 0.0 $240k 15k 16.49
Cummins Stock (CMI) 0.0 $239k 468.00 510.45
Vaneck Biotech Etf Etf (BBH) 0.0 $239k 1.3k 189.26
Ishares Floating Rate Bond Etf Etf (FLOT) 0.0 $239k 4.7k 50.86
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Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $235k 2.3k 102.54
Iron Mtn Inc Del Reit (IRM) 0.0 $235k 2.8k 82.95
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Firstenergy Corp Stock (FE) 0.0 $234k 5.2k 44.77
Franklin Dynamic Municipal Bond Etf Etf (FLMI) 0.0 $231k 9.3k 24.87
Metlife Stock (MET) 0.0 $231k 2.9k 78.94
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 0.0 $230k 7.6k 30.20
Cms Energy Corp Stock (CMS) 0.0 $230k 3.3k 69.93
Jpmorgan Active Growth Etf Etf (JGRO) 0.0 $229k 2.5k 92.80
Comcast Corp New Cl A Stock (CMCSA) 0.0 $229k 7.6k 29.89
Nxp Semiconductors N V Stock (NXPI) 0.0 $227k 1.0k 217.06
Ishares Russell Top 200 Value Etf Etf (IWX) 0.0 $227k 2.5k 91.86
Fidelity Msci Health Care Index Etf Etf (FHLC) 0.0 $223k 3.0k 74.28
Spotify Technology S A Stock (SPOT) 0.0 $223k 384.00 580.71
Johnson Ctls Intl Stock (JCI) 0.0 $223k 1.9k 119.75
Ishares A.i. Innovation And Tech Active Etf Etf (BAI) 0.0 $222k 6.7k 33.30
Southern Stock (SO) 0.0 $220k 2.5k 87.20
3M Stock (MMM) 0.0 $218k 1.4k 160.10
Trueshares Technology, Ai & Deep Learning Etf Etf (LRNZ) 0.0 $215k 4.5k 47.66
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.0 $214k 4.7k 45.98
State Street Spdr S&p Emerging Markets Dividend Etf Etf (EDIV) 0.0 $214k 5.5k 39.15
Invesco S&p Midcap Quality Etf Etf (XMHQ) 0.0 $213k 2.1k 102.42
Ishares U.s. Thematic Rotation Active Etf Etf (THRO) 0.0 $211k 5.5k 38.56
Calamos Strategic Total Return Com Sh Ben Int Cef (CSQ) 0.0 $210k 11k 19.20
Calamos Gbl Dyn Income Fund Cef (CHW) 0.0 $210k 28k 7.41
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.0 $207k 4.4k 46.59
Veeva Sys Inc Cl A Stock (VEEV) 0.0 $207k 926.00 223.23
Transdigm Group Stock (TDG) 0.0 $206k 155.00 1329.85
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 0.0 $206k 3.9k 52.41
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.0 $206k 2.0k 102.39
Phillips 66 Stock (PSX) 0.0 $204k 1.6k 129.04
Wheaton Precious Metals Corp Stock (WPM) 0.0 $203k 1.7k 117.52
Sysco Corp Stock (SYY) 0.0 $203k 2.8k 73.69
Ishares Intermediate Government/credit Bond Etf Etf (GVI) 0.0 $202k 1.9k 107.35
Nuveen Esg Small-cap Etf Etf (NUSC) 0.0 $201k 4.5k 44.65
Equinox Gold Corp Stock (EQX) 0.0 $183k 13k 14.04
Lloyds Banking Group Adr (LYG) 0.0 $152k 29k 5.30
Invesco Mortgage Capital Reit (IVR) 0.0 $134k 16k 8.41
Calamos Conv Opportunities & I Sh Ben Int Cef (CHI) 0.0 $127k 12k 10.48
Amplify Cef High Income Etf Etf (YYY) 0.0 $122k 11k 11.51
Global Net Lease Reit (GNL) 0.0 $116k 13k 8.60
Denison Mines Corp Stock (DNN) 0.0 $91k 34k 2.66
B2gold Corp Stock (BTG) 0.0 $65k 14k 4.51
Golden Matrix Group Stock (GMGI) 0.0 $46k 57k 0.80
Ready Capital Corp Reit (RC) 0.0 $32k 15k 2.18
Ur-energy Stock (URG) 0.0 $21k 15k 1.39