Copia Wealth Management

Copia Wealth Management as of March 31, 2025

Portfolio Holdings for Copia Wealth Management

Copia Wealth Management holds 452 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Us Treasury 3 Month Bill Etf Etf (TBIL) 5.7 $6.2M 124k 50.01
Spdr Portfolio S&p 500 Etf Etf (SPLG) 5.0 $5.4M 81k 65.76
Strive Enhanced Income Short Maturity Etf Etf (BUXX) 5.0 $5.4M 264k 20.31
Us Treasury 6 Month Bill Etf Etf (XBIL) 4.3 $4.7M 93k 50.17
Spdr Gold Shares Etf (GLD) 4.1 $4.4M 15k 288.14
Pacer Us Cash Cows 100 Etf Etf (COWZ) 3.7 $4.0M 73k 54.76
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 3.5 $3.8M 74k 51.07
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 3.0 $3.3M 32k 103.47
Invesco S&p 500 Top 50 Etf Etf (XLG) 2.8 $3.0M 66k 46.02
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 2.6 $2.8M 52k 55.09
Ishares Msci Eafe Etf Etf (EFA) 2.5 $2.7M 33k 81.73
Vanguard Russell 2000 Etf Etf (VTWO) 2.3 $2.5M 31k 80.65
Simplify Health Care Etf Etf (PINK) 2.3 $2.4M 83k 29.31
Pacer Us Small Cap Cash Cows Etf Etf (CALF) 2.2 $2.4M 63k 37.50
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 1.8 $1.9M 18k 108.69
Real Estate Select Sector Spdr Fund Etf (XLRE) 1.6 $1.8M 43k 41.85
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 1.6 $1.7M 21k 83.00
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 1.2 $1.3M 17k 78.89
Ishares Core S&p 500 Etf Etf (IVV) 1.2 $1.3M 2.3k 561.90
Vaneck Semiconductor Etf Etf (SMH) 1.2 $1.3M 6.0k 211.47
Ark Next Generation Internet Etf Etf (ARKW) 1.2 $1.3M 13k 94.67
Apple Stock (AAPL) 1.1 $1.2M 5.4k 222.13
Ishares Bitcoin Trust Etf Etf (IBIT) 1.1 $1.2M 26k 46.81
Ishares U.s. Infrastructure Etf Etf (IFRA) 1.1 $1.2M 26k 45.07
Ishares Expanded Tech Sector Etf Etf (IGM) 1.0 $1.1M 12k 90.67
Vanguard Value Etf Etf (VTV) 1.0 $1.1M 6.3k 172.74
United Parcel Service Inc Cl B Stock (UPS) 1.0 $1.1M 9.8k 109.99
Amazon Stock (AMZN) 1.0 $1.1M 5.7k 190.26
Grayscale Bitcoin Trust Etf Etf (GBTC) 1.0 $1.0M 16k 65.17
Spdr Gold Minishares Trust Etf (GLDM) 0.9 $1.0M 17k 61.89
Ishares Msci India Etf Etf (INDA) 0.9 $1.0M 20k 51.48
Wisdomtree Japan Hedged Equity Fund Etf (DXJ) 0.8 $886k 8.0k 110.18
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG) 0.8 $830k 27k 30.79
Eldridge Bbb-b Clo Etf Etf (CLOZ) 0.7 $779k 29k 26.57
Microsoft Corp Stock (MSFT) 0.7 $772k 2.1k 375.39
Ishares Msci Eafe Growth Etf Etf (EFG) 0.7 $728k 7.3k 100.00
Ishares Russell 2000 Growth Etf Etf (IWO) 0.6 $692k 2.7k 255.53
Costco Whsl Corp Stock (COST) 0.6 $673k 712.00 945.78
Eldridge Aaa Clo Etf Etf (CLOX) 0.6 $662k 26k 25.51
Ishares Russell 2000 Etf Etf (IWM) 0.5 $591k 3.0k 199.49
Vaneck Pharmaceutical Etf Etf (PPH) 0.5 $562k 6.2k 91.13
Vanguard Mid-cap Value Etf Etf (VOE) 0.5 $559k 3.5k 160.54
Vaneck Uranium And Nuclear Etf Etf (NLR) 0.5 $558k 7.6k 73.27
Vanguard Mid-cap Etf Etf (VO) 0.4 $482k 1.9k 258.62
Ishares Treasury Floating Rate Bond Etf Etf (TFLO) 0.4 $478k 9.4k 50.66
Ishares Gold Trust Etf (IAU) 0.4 $461k 7.8k 58.96
Ishares Jpx-nikkei 400 Etf Etf (JPXN) 0.4 $459k 6.3k 72.98
Ishares Ultra Short-term Bond Active Etf Etf (ICSH) 0.4 $453k 8.9k 50.70
Vaneck Gold Miners Etf Etf (GDX) 0.4 $446k 9.7k 45.97
Vanguard Small Cap Value Etf Etf (VBR) 0.4 $425k 2.3k 186.29
Global X Msci Argentina Etf Etf (ARGT) 0.4 $422k 5.2k 80.77
Invesco Fundamental Investment Grade Corporate Bond Etf Etf (PFIG) 0.4 $410k 17k 23.81
Ishares Silver Trust Etf (SLV) 0.4 $408k 13k 30.99
Purecycle Technologies Stock (PCT) 0.4 $388k 56k 6.92
Ishares Msci Eafe Value Etf Etf (EFV) 0.3 $376k 6.4k 58.94
Technology Select Sector Spdr Fund Etf (XLK) 0.3 $373k 1.8k 206.48
Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ) 0.3 $365k 9.0k 40.70
Ishares Russell 1000 Growth Etf Etf (IWF) 0.3 $358k 990.00 361.09
Ishares Core Msci Eafe Etf Etf (IEFA) 0.3 $356k 4.7k 75.65
Vanguard Mid-cap Growth Etf Etf (VOT) 0.3 $353k 1.4k 244.64
Mr Cooper Group Stock 0.3 $346k 2.9k 119.60
Financial Select Sector Spdr Fund Etf (XLF) 0.3 $340k 6.8k 49.81
Vanguard Growth Etf Etf (VUG) 0.3 $336k 905.00 370.94
Ark Autonomous Technology & Robotics Etf Etf (ARKQ) 0.3 $333k 5.0k 66.26
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL) 0.3 $326k 8.0k 40.65
Vanguard Small-cap Growth Etf Etf (VBK) 0.3 $323k 1.3k 251.77
Vanguard Mega Cap Growth Etf Etf (MGK) 0.3 $310k 1.0k 308.88
Energy Select Sector Spdr Fund Etf (XLE) 0.3 $307k 3.3k 93.45
Ishares Latin America 40 Etf Etf (ILF) 0.3 $305k 13k 23.55
Ishares Msci Japan Etf Etf (EWJ) 0.3 $304k 4.4k 68.56
Ishares S&p 500 Value Etf Etf (IVE) 0.3 $304k 1.6k 190.58
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.3 $293k 2.3k 128.96
Invesco Qqq Trust Series I Etf (QQQ) 0.3 $293k 624.00 468.92
Nike Inc Cl B Stock (NKE) 0.3 $289k 4.5k 63.48
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.3 $279k 3.1k 88.99
Vanguard S&p 500 Etf Etf (VOO) 0.3 $276k 538.00 513.73
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC) 0.3 $273k 11k 25.52
Ishares Core S&p Small Cap Etf Etf (IJR) 0.2 $251k 2.4k 104.57
Vanguard Ftse Europe Etf Etf (VGK) 0.2 $245k 3.5k 70.21
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.2 $222k 2.3k 95.37
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.2 $219k 2.6k 82.73
Amplify Cybersecurity Etf Etf (HACK) 0.2 $217k 3.0k 71.80
Ishares Msci Australia Etf Etf (EWA) 0.2 $217k 9.3k 23.44
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.2 $208k 4.9k 42.52
Palo Alto Networks Stock (PANW) 0.2 $205k 1.2k 170.64
Southern Stock (SO) 0.2 $201k 2.2k 91.95
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $199k 1.1k 188.16
Oracle Corp Stock (ORCL) 0.2 $192k 1.4k 139.84
Citigroup Stock (C) 0.2 $192k 2.7k 70.99
Ishares Msci Germany Etf Etf (EWG) 0.2 $187k 5.0k 37.08
Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $186k 959.00 193.99
Tesla Stock (TSLA) 0.2 $184k 711.00 259.16
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.2 $183k 5.0k 36.41
Vanguard Total Stock Market Etf Etf (VTI) 0.2 $180k 653.00 274.84
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.2 $178k 4.5k 39.69
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $167k 313.00 532.58
Vanguard Total World Stock Etf Etf (VT) 0.2 $165k 1.4k 115.95
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD) 0.2 $165k 3.3k 50.23
Ishares Russell 1000 Etf Etf (IWB) 0.1 $160k 523.00 306.74
Ishares Russell 2000 Value Etf Etf (IWN) 0.1 $159k 1.1k 150.98
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.1 $150k 2.2k 68.01
Deere & Co Stock (DE) 0.1 $149k 317.00 469.35
Utilities Select Sector Spdr Fund Etf (XLU) 0.1 $145k 1.8k 78.85
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.1 $143k 3.6k 39.37
Philip Morris Intl Stock (PM) 0.1 $139k 878.00 158.73
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $136k 2.3k 58.35
Invesco Db Precious Metals Fund Etf (DBP) 0.1 $134k 1.9k 71.45
Ishares U.s. Insurance Etf Etf (IAK) 0.1 $125k 904.00 137.81
Duke Energy Corp Stock (DUK) 0.1 $124k 1.0k 121.97
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.1 $122k 1.3k 97.48
Grayscale Ethereum Mini Trust Etf Etf (ETH) 0.1 $118k 6.8k 17.22
Broadcom Stock (AVGO) 0.1 $118k 702.00 167.50
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.1 $116k 988.00 117.49
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $113k 4.0k 27.96
Grayscale Bitcoin Mini Trust Etf Etf (BTC) 0.1 $113k 3.1k 36.49
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 0.1 $110k 636.00 173.56
Ishares Core Dividend Growth Etf Etf (DGRO) 0.1 $110k 1.8k 61.78
Simplify Interest Rate Hedge Etf Etf (PFIX) 0.1 $107k 2.2k 48.46
Meta Platforms Inc Cl A Stock (META) 0.1 $106k 184.00 576.36
Ishares Msci Japan Value Etf Etf (EWJV) 0.1 $103k 3.1k 33.27
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.1 $101k 1.3k 80.37
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.1 $100k 646.00 154.64
Dutch Bros Inc Cl A Stock (BROS) 0.1 $99k 1.6k 61.74
Spdr S&p Regional Banking Etf Etf (KRE) 0.1 $93k 1.6k 56.85
Marathon Pete Corp Stock (MPC) 0.1 $92k 630.00 145.69
Chevron Corp Stock (CVX) 0.1 $90k 538.00 167.29
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $89k 523.00 170.89
Jpmorgan Chase & Co Stock (JPM) 0.1 $82k 334.00 245.30
Invesco Investment Grade Defensive Etf Etf (IIGD) 0.1 $78k 3.2k 24.50
Corecivic Stock (CXW) 0.1 $76k 3.8k 20.29
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.1 $76k 830.00 91.03
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.1 $75k 1.2k 63.53
Global X Uranium Etf Etf (URA) 0.1 $74k 3.2k 22.92
Grayscale Ethereum Trust Etf Etf (ETHE) 0.1 $74k 4.9k 15.22
Ishares Core U.s. Reit Etf Etf (USRT) 0.1 $72k 1.2k 57.60
Pacer Emerging Markets Cash Cows 100 Etf Etf (ECOW) 0.1 $71k 3.5k 20.42
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $69k 1.6k 43.70
Procter And Gamble Stock (PG) 0.1 $69k 406.00 170.42
Ishares S&p 100 Etf Etf (OEF) 0.1 $67k 248.00 270.83
RH Stock (RH) 0.1 $64k 274.00 234.41
Altria Group Stock (MO) 0.1 $64k 1.1k 60.02
Xtrackers Short Duration High Yield Bond Etf Etf (SHYL) 0.1 $62k 1.4k 44.60
Ishares Russell 3000 Etf Etf (IWV) 0.1 $61k 192.00 317.64
Global X Silver Miners Etf Etf (SIL) 0.1 $60k 1.5k 39.45
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.1 $60k 651.00 91.73
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.1 $59k 720.00 81.67
Ark Innovation Etf Etf (ARKK) 0.1 $58k 1.2k 47.58
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.1 $56k 929.00 60.66
Pacer Data & Infrastructure Real Estate Etf Etf (SRVR) 0.1 $56k 1.9k 29.35
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $56k 355.00 156.23
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $55k 1.1k 50.83
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.1 $55k 450.00 122.01
Capital One Finl Corp Stock (COF) 0.1 $55k 305.00 179.30
Ark Fintech Innovation Etf Etf (ARKF) 0.0 $52k 1.6k 33.26
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.0 $51k 971.00 52.37
Ishares Ethereum Trust Etf Etf (ETHA) 0.0 $51k 3.7k 13.82
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD) 0.0 $50k 1.1k 44.27
Digital Rlty Tr Reit (DLR) 0.0 $50k 346.00 143.29
Ishares Russell Midcap Etf Etf (IWR) 0.0 $49k 580.00 85.07
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.0 $49k 530.00 92.79
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $49k 581.00 84.40
Automatic Data Processing Stock (ADP) 0.0 $49k 160.00 305.53
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.0 $48k 1.9k 25.04
Spdr S&p 500 Etf Trust Etf (SPY) 0.0 $48k 85.00 559.39
Honeywell Intl Stock (HON) 0.0 $47k 224.00 211.75
First Trust Dow Jones Internet Index Fund Etf (FDN) 0.0 $45k 204.00 222.15
Home Depot Stock (HD) 0.0 $44k 121.00 366.49
Nvidia Corporation Stock (NVDA) 0.0 $44k 408.00 108.38
Unitedhealth Group Stock (UNH) 0.0 $44k 83.00 523.75
Targa Res Corp Stock (TRGP) 0.0 $41k 205.00 200.47
Sofi Technologies Stock (SOFI) 0.0 $40k 3.4k 11.63
Amgen Stock (AMGN) 0.0 $40k 127.00 311.55
Netflix Stock (NFLX) 0.0 $39k 42.00 932.52
Ishares Msci China Etf Etf (MCHI) 0.0 $39k 715.00 54.40
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $39k 389.00 98.92
Phillips 66 Stock (PSX) 0.0 $38k 311.00 123.48
Alerian Mlp Etf Etf (AMLP) 0.0 $38k 737.00 51.94
Enterprise Prods Partners Stock (EPD) 0.0 $38k 1.1k 34.14
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.0 $38k 300.00 125.97
Direxion Daily Small Cap Bull 3x Shares Etf (TNA) 0.0 $37k 1.2k 29.26
Nextera Energy Stock (NEE) 0.0 $36k 504.00 70.89
Spotify Technology S A Stock (SPOT) 0.0 $35k 64.00 550.03
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $34k 564.00 60.19
Mcdonalds Corp Stock (MCD) 0.0 $33k 106.00 312.37
Direxion Daily Semiconductor Bull 3x Shares Etf (SOXL) 0.0 $33k 2.1k 15.95
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW) 0.0 $32k 1.0k 31.41
Invesco S&p Midcap 400 Revenue Etf Etf (RWK) 0.0 $32k 299.00 107.88
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $32k 593.00 53.97
Disney Walt Stock (DIS) 0.0 $32k 323.00 98.70
Cameco Corp Stock (CCJ) 0.0 $31k 755.00 41.16
Davita Stock (DVA) 0.0 $31k 202.00 152.97
Pacer Global Cash Cows Dividend Etf Etf (GCOW) 0.0 $31k 834.00 36.98
Proshares Bitcoin Etf Etf (BITO) 0.0 $30k 1.6k 18.32
Vanguard Real Estate Etf Etf (VNQ) 0.0 $30k 327.00 90.54
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) 0.0 $29k 530.00 55.45
Texas Instrs Stock (TXN) 0.0 $29k 161.00 179.70
Ge Aerospace Stock (GE) 0.0 $29k 143.00 200.15
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $28k 300.00 92.83
Invesco S&p Smallcap Energy Etf Etf (PSCE) 0.0 $27k 645.00 41.90
Ishares Tips Bond Etf Etf (TIP) 0.0 $27k 242.00 111.09
Ally Finl Stock (ALLY) 0.0 $27k 735.00 36.47
Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.0 $26k 334.00 78.40
Amplify Transformational Data Sharing Etf Etf (BLOK) 0.0 $26k 707.00 36.88
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.0 $26k 170.00 153.10
Eli Lilly & Co Stock (LLY) 0.0 $26k 31.00 825.90
Vanguard Extended Market Etf Etf (VXF) 0.0 $25k 146.00 172.26
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.0 $25k 605.00 40.76
Intuit Stock (INTU) 0.0 $25k 40.00 614.00
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) 0.0 $24k 310.00 77.05
Adobe Stock (ADBE) 0.0 $24k 62.00 383.53
Spdr S&p Homebuilders Etf Etf (XHB) 0.0 $23k 240.00 96.90
Spdr Euro Stoxx 50 Etf Etf (FEZ) 0.0 $23k 419.00 54.41
Industrial Select Sector Spdr Fund Etf (XLI) 0.0 $23k 172.00 131.07
Spdr S&p International Small Cap Etf Etf (GWX) 0.0 $22k 696.00 31.96
Lowes Cos Stock (LOW) 0.0 $22k 95.00 233.23
Kraneshares Quadratic Interest Rate Volatility And Inflation Hedge Etf Etf (IVOL) 0.0 $22k 1.2k 18.68
Aflac Stock (AFL) 0.0 $22k 195.00 111.19
Ishares Esg Msci Kld 400 Etf Etf (DSI) 0.0 $22k 210.00 102.41
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.0 $21k 268.00 79.46
International Business Machs Stock (IBM) 0.0 $21k 85.00 248.66
Williams Cos Stock (WMB) 0.0 $21k 351.00 59.76
Abbvie Stock (ABBV) 0.0 $21k 98.00 209.52
Merck & Co Stock (MRK) 0.0 $20k 227.00 89.76
Ishares Semiconductor Etf Etf (SOXX) 0.0 $20k 108.00 188.17
Spdr S&p Aerospace & Defense Etf Etf (XAR) 0.0 $20k 126.00 160.69
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.0 $20k 172.00 115.60
Ameriprise Finl Stock (AMP) 0.0 $19k 40.00 484.10
Invesco Energy Exploration & Production Etf Etf (PXE) 0.0 $19k 660.00 29.28
Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $19k 112.00 172.23
Enovix Corporation Stock (ENVX) 0.0 $19k 2.6k 7.34
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $19k 53.00 352.58
Vanguard Information Technology Etf Etf (VGT) 0.0 $18k 34.00 542.38
Ishares India 50 Etf Etf (INDY) 0.0 $18k 363.00 50.77
Spdr S&p Semiconductor Etf Etf (XSD) 0.0 $18k 90.00 200.77
Novartis Adr (NVS) 0.0 $18k 160.00 111.48
General Dynamics Corp Stock (GD) 0.0 $17k 63.00 272.59
Snap Inc Cl A Stock (SNAP) 0.0 $17k 1.9k 8.71
First Trust Technology Alphadex Fund Etf (FXL) 0.0 $17k 125.00 132.25
Affirm Hldgs Inc Com Cl A Stock (AFRM) 0.0 $16k 362.00 45.19
Walmart Stock (WMT) 0.0 $16k 186.00 87.79
Stryker Corporation Stock (SYK) 0.0 $16k 43.00 372.26
Amphenol Corp New Cl A Stock (APH) 0.0 $16k 240.00 65.59
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $15k 163.00 93.66
Marsh & Mclennan Cos Stock (MMC) 0.0 $15k 62.00 244.03
Vanguard Short-term Bond Etf Etf (BSV) 0.0 $15k 190.00 78.28
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $15k 326.00 45.26
Visa Inc Com Cl A Stock (V) 0.0 $14k 40.00 350.45
Centrus Energy Corp Cl A Stock (LEU) 0.0 $14k 225.00 62.21
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL) 0.0 $14k 318.00 43.44
Chubb Stock (CB) 0.0 $14k 45.00 302.00
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.0 $14k 172.00 78.28
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.0 $13k 164.00 81.69
Assurant Stock (AIZ) 0.0 $13k 62.00 209.76
Invesco S&p 500 Momentum Etf Etf (SPMO) 0.0 $13k 139.00 92.53
Spdr Russell 1000 Yield Focus Etf Etf (ONEY) 0.0 $13k 114.00 109.24
Caterpillar Stock (CAT) 0.0 $12k 38.00 327.47
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.0 $12k 105.00 118.13
Rocket Lab Usa Stock 0.0 $12k 678.00 17.88
Ishares Msci India Small Cap Etf Etf (SMIN) 0.0 $12k 176.00 68.09
Vaneck Bitcoin Etf Etf (HODL) 0.0 $12k 512.00 23.31
Blackrock Stock (BLK) 0.0 $11k 12.00 946.50
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 0.0 $11k 177.00 63.00
Vanguard Communication Services Etf Etf (VOX) 0.0 $11k 75.00 148.39
Independence Rlty Tr Reit (IRT) 0.0 $11k 520.00 21.23
Caci Intl Inc Cl A Stock (CACI) 0.0 $11k 30.00 366.93
Vanguard Industrials Etf Etf (VIS) 0.0 $11k 44.00 247.55
Vanguard Energy Etf Etf (VDE) 0.0 $11k 83.00 129.71
Qualcomm Stock (QCOM) 0.0 $11k 70.00 153.61
Alibaba Group Hldg Adr (BABA) 0.0 $11k 81.00 132.23
Ge Vernova Stock (GEV) 0.0 $11k 35.00 305.29
Twilio Inc Cl A Stock (TWLO) 0.0 $11k 109.00 97.91
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB) 0.0 $11k 220.00 48.35
Aegon Ltd Amer Reg 1 Cert Adr (AEG) 0.0 $10k 1.6k 6.59
First Trust Consumer Staples Alphadex Fund Etf (FXG) 0.0 $10k 158.00 65.34
Fortive Corp Stock (FTV) 0.0 $10k 140.00 73.18
Oklo Inc Com Cl A Stock (OKLO) 0.0 $10k 473.00 21.63
Pacer Industrial Real Estate Etf Etf (INDS) 0.0 $10k 272.00 36.97
Thermo Fisher Scientific Stock (TMO) 0.0 $10k 20.00 497.60
Tjx Cos Stock (TJX) 0.0 $9.7k 80.00 121.80
S&p Global Stock (SPGI) 0.0 $9.7k 19.00 508.11
Lockheed Martin Corp Stock (LMT) 0.0 $9.4k 21.00 446.71
Pgim Ultra Short Bond Etf Etf (PULS) 0.0 $9.3k 188.00 49.73
Linde Stock (LIN) 0.0 $9.3k 20.00 465.65
Asml Holding N V N Y Registry Adr (ASML) 0.0 $9.3k 14.00 662.64
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.0 $9.2k 53.00 173.23
Parker-hannifin Corp Stock (PH) 0.0 $9.1k 15.00 607.87
Emerson Elec Stock (EMR) 0.0 $9.1k 83.00 109.64
Grainger W W Stock (GWW) 0.0 $8.9k 9.00 987.78
Ishares Msci Eurozone Etf Etf (EZU) 0.0 $8.7k 164.00 53.25
Brown & Brown Stock (BRO) 0.0 $8.7k 70.00 124.40
Spdr S&p Dividend Etf Etf (SDY) 0.0 $8.7k 64.00 135.69
Hims & Hers Health Inc Com Cl A Stock (HIMS) 0.0 $8.6k 292.00 29.55
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP) 0.0 $8.6k 65.00 131.71
Ishares Global 100 Etf Etf (IOO) 0.0 $8.5k 88.00 96.30
Edison Intl Stock (EIX) 0.0 $8.4k 143.00 58.92
Xylem Stock (XYL) 0.0 $8.4k 70.00 119.46
Reliance Stock (RS) 0.0 $8.3k 29.00 287.79
The Cigna Group Stock (CI) 0.0 $8.2k 25.00 329.00
Mckesson Corp Stock (MCK) 0.0 $8.2k 12.00 681.08
Invesco S&p 500 Garp Etf Etf (SPGP) 0.0 $7.9k 79.00 99.89
Spdr Dow Jones Reit Etf Etf (RWR) 0.0 $7.8k 79.00 99.11
Mercadolibre Stock (MELI) 0.0 $7.8k 4.00 1950.75
Kraneshares Csi China Internet Etf Etf (KWEB) 0.0 $7.7k 222.00 34.91
Spx Technologies Stock (SPXC) 0.0 $7.7k 60.00 128.78
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.0 $7.6k 109.00 69.81
Conocophillips Stock (COP) 0.0 $7.4k 70.00 105.01
Applied Matls Stock (AMAT) 0.0 $7.3k 50.00 145.12
Pepsico Stock (PEP) 0.0 $7.2k 48.00 149.94
Vaneck Junior Gold Miners Etf Etf (GDXJ) 0.0 $7.2k 125.00 57.20
Knife River Corp Stock (KNF) 0.0 $7.1k 79.00 90.22
Ishares Msci Global Gold Miners Etf Etf (RING) 0.0 $7.1k 185.00 38.36
Murphy Usa Stock (MUSA) 0.0 $7.0k 15.00 469.80
Fidelity Msci Communication Services Index Etf Etf (FCOM) 0.0 $7.0k 125.00 56.26
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL) 0.0 $6.9k 130.00 53.31
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $6.6k 40.00 166.00
Johnson & Johnson Stock (JNJ) 0.0 $6.6k 40.00 165.85
Autodesk Stock (ADSK) 0.0 $6.5k 25.00 261.80
American Intl Group Stock (AIG) 0.0 $6.5k 75.00 86.95
Ishares Msci Sweden Etf Etf (EWD) 0.0 $6.5k 154.00 42.08
Autonation Stock (AN) 0.0 $6.5k 40.00 161.93
Monster Beverage Corp Stock (MNST) 0.0 $6.4k 110.00 58.52
Hubspot Stock (HUBS) 0.0 $6.3k 11.00 571.27
Comcast Corp New Cl A Stock (CMCSA) 0.0 $6.3k 170.00 36.90
Paychex Stock (PAYX) 0.0 $6.0k 39.00 154.28
Cencora Stock (COR) 0.0 $5.6k 20.00 278.10
Essential Utils Stock (WTRG) 0.0 $5.5k 138.00 39.53
Beyond Stock (BBBY) 0.0 $5.4k 938.00 5.80
American Tower Corp Reit (AMT) 0.0 $5.4k 25.00 217.60
Avalonbay Cmntys Reit (AVB) 0.0 $5.4k 25.00 214.64
Avery Dennison Corp Stock (AVY) 0.0 $5.3k 30.00 177.97
Verizon Communications Stock (VZ) 0.0 $5.2k 114.00 45.36
Entergy Corp Stock (ETR) 0.0 $5.1k 60.00 85.48
Newmont Corp Stock (NEM) 0.0 $5.1k 105.00 48.28
Direxion Daily Utilities Bull 3x Shares Etf (UTSL) 0.0 $5.1k 145.00 34.83
Portland Gen Elec Stock (POR) 0.0 $4.8k 108.00 44.60
Analog Devices Stock (ADI) 0.0 $4.8k 24.00 199.71
Ishares Msci Poland Etf Etf (EPOL) 0.0 $4.8k 171.00 28.01
Servicenow Stock (NOW) 0.0 $4.8k 6.00 796.17
Synopsys Stock (SNPS) 0.0 $4.7k 11.00 428.82
Salesforce Stock (CRM) 0.0 $4.6k 17.00 268.35
Teck Resources Ltd Cl B Stock (TECK) 0.0 $4.6k 125.00 36.43
Freeport-mcmoran Inc Cl B Stock (FCX) 0.0 $4.5k 120.00 37.86
Snowflake Inc Cl A Stock (SNOW) 0.0 $4.5k 31.00 146.16
Itt Stock (ITT) 0.0 $4.5k 35.00 129.17
Plby Group Stock (PLBY) 0.0 $4.5k 4.1k 1.10
Spdr S&p Health Care Equipment Etf Etf (XHE) 0.0 $4.4k 54.00 82.20
Mdu Res Group Stock (MDU) 0.0 $4.4k 260.00 16.91
Textron Stock (TXT) 0.0 $4.3k 60.00 72.25
Invesco S&p Smallcap Industrials Etf Etf (PSCI) 0.0 $4.3k 36.00 118.81
Hecla Mng Stock (HL) 0.0 $4.2k 754.00 5.56
First Trust Nasdaq Clean Edge Green Energy Index Fund Etf (QCLN) 0.0 $4.2k 146.00 28.62
Ishares Msci Austria Etf Etf (EWO) 0.0 $4.1k 162.00 25.12
Watsco Stock (WSO) 0.0 $4.1k 8.00 508.25
Dover Corp Stock (DOV) 0.0 $4.0k 23.00 175.70
Expedia Group Stock (EXPE) 0.0 $3.9k 23.00 168.09
Goldman Sachs Physical Gold Etf Etf (AAAU) 0.0 $3.8k 122.00 30.88
Schlumberger Ltd Com Stk Stock (SLB) 0.0 $3.8k 90.00 41.80
Ge Healthcare Technologies Stock (GEHC) 0.0 $3.6k 45.00 80.71
Iron Mtn Inc Del Reit (IRM) 0.0 $3.6k 42.00 86.05
Invesco Currencyshares Euro Trust Etf (FXE) 0.0 $3.5k 35.00 99.91
Invesco Currencyshares British Pound Sterling Trust Etf (FXB) 0.0 $3.5k 28.00 124.39
Stride Stock (LRN) 0.0 $3.3k 26.00 126.50
Invesco S&p 500 Equal Weight Industrials Etf Etf (RSPN) 0.0 $3.2k 65.00 48.92
State Str Corp Stock (STT) 0.0 $3.1k 35.00 89.54
Alpha Metallurgical Resour Stock (AMR) 0.0 $3.1k 25.00 125.24
Nebius Group N.v. Shs Class A Stock (NBIS) 0.0 $3.1k 145.00 21.11
Cf Inds Hldgs Stock (CF) 0.0 $3.0k 39.00 78.15
Rtx Corporation Stock (RTX) 0.0 $2.9k 22.00 132.45
Quanta Svcs Stock (PWR) 0.0 $2.8k 11.00 254.18
Ishares Residential And Multisector Real Estate Etf Etf (REZ) 0.0 $2.7k 31.00 86.42
Simplify Short Term Treasury Futures Strategy Etf Etf (TUA) 0.0 $2.7k 121.00 21.97
Sarepta Therapeutics Stock (SRPT) 0.0 $2.6k 40.00 63.83
Ansys Stock (ANSS) 0.0 $2.5k 8.00 316.50
Everus Constr Group Stock (ECG) 0.0 $2.4k 65.00 37.09
Ark Genomic Revolution Etf Etf (ARKG) 0.0 $2.4k 114.00 20.76
Vanguard Small-cap Etf Etf (VB) 0.0 $2.2k 10.00 221.80
Ishares Msci Finland Etf Etf (EFNL) 0.0 $2.2k 60.00 36.78
Capri Holdings Stock (CPRI) 0.0 $2.2k 111.00 19.73
Corteva Stock (CTVA) 0.0 $2.1k 33.00 62.94
Ishares U.s. Financials Etf Etf (IYF) 0.0 $1.9k 17.00 112.82
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $1.9k 16.00 119.44
Columbia Bkg Sys Stock (COLB) 0.0 $1.8k 72.00 24.94
Vericel Corp Stock (VCEL) 0.0 $1.8k 40.00 44.62
3M Stock (MMM) 0.0 $1.8k 12.00 146.83
Illinois Tool Wks Stock (ITW) 0.0 $1.7k 7.00 248.00
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.0 $1.7k 24.00 71.96
Sysco Corp Stock (SYY) 0.0 $1.7k 23.00 75.04
Intercontinental Exchange Stock (ICE) 0.0 $1.7k 10.00 172.50
Kraneshares Bosera Msci China A 50 Connect Index Etf Etf (KBA) 0.0 $1.7k 72.00 23.62
Vaneck Rare Earth And Strategic Metals Etf Etf (REMX) 0.0 $1.7k 43.00 39.53
Diageo Adr (DEO) 0.0 $1.7k 16.00 104.81
Waste Mgmt Inc Del Stock (WM) 0.0 $1.6k 7.00 231.57
Range Nuclear Renaissance Index Etf Etf (NUKZ) 0.0 $1.5k 40.00 38.12
Amer Sports Stock (AS) 0.0 $1.3k 50.00 26.74
T1 Energy Stock (TE) 0.0 $1.3k 1.0k 1.26
Global X Msci Colombia Etf Etf (COLO) 0.0 $1.2k 44.00 27.50
Agilent Technologies Stock (A) 0.0 $1.2k 10.00 117.00
Camping World Hldgs Inc Cl A Stock (CWH) 0.0 $1.1k 71.00 16.15
Ishares Morningstar Small-cap Growth Etf Etf (ISCG) 0.0 $1.1k 25.00 45.04
Zillow Group Inc Cl C Cap Stk Stock (Z) 0.0 $1.0k 15.00 68.53
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.0 $1.0k 8.00 127.12
Robinhood Mkts Inc Com Cl A Stock (HOOD) 0.0 $999.000000 24.00 41.62
Exxon Mobil Corp Stock (XOM) 0.0 $951.000000 8.00 118.88
Wabtec Stock (WAB) 0.0 $907.000000 5.00 181.40
Simon Ppty Group Reit (SPG) 0.0 $830.000000 5.00 166.00
Take-two Interactive Software Stock (TTWO) 0.0 $829.000000 4.00 207.25
Ast Spacemobile Inc Com Cl A Stock (ASTS) 0.0 $819.000000 36.00 22.75
Block Inc Cl A Stock (XYZ) 0.0 $814.999500 15.00 54.33
Vaneck Oil Services Etf Etf (OIH) 0.0 $786.000000 3.00 262.00
Sunopta Stock (STKL) 0.0 $768.006400 158.00 4.86
Keysight Technologies Stock (KEYS) 0.0 $749.000000 5.00 149.80
Ishares Morningstar Mid-cap Etf Etf (IMCB) 0.0 $741.000000 10.00 74.10
Tempus Ai Inc Cl A Stock (TEM) 0.0 $724.000500 15.00 48.27
Confluent Inc Class A Stock (CFLT) 0.0 $702.999000 30.00 23.43
Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.0 $664.001000 26.00 25.54
Procure Space Etf Etf (UFO) 0.0 $662.001000 30.00 22.07
Unilever Adr (UL) 0.0 $655.000500 11.00 59.55
Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $645.999900 7.00 92.29
Sonos Stock (SONO) 0.0 $630.002000 59.00 10.68
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $620.000100 9.00 68.89
Public Storage Oper Reit (PSA) 0.0 $599.000000 2.00 299.50
Spdr Dow Jones International Real Estate Etf Etf (RWX) 0.0 $563.000900 23.00 24.48
Byrna Technologies Stock (BYRN) 0.0 $504.999000 30.00 16.83
Rivian Automotive Inc Com Cl A Stock (RIVN) 0.0 $498.000000 40.00 12.45
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.0 $459.000000 6.00 76.50
Chewy Inc Cl A Stock (CHWY) 0.0 $455.000000 14.00 32.50
Ishares Core International Aggregate Bond Etf Etf (IAGG) 0.0 $450.000000 9.00 50.00
Proshares Ultra Financials Etf (UYG) 0.0 $446.000000 5.00 89.20
Wells Fargo Stock (WFC) 0.0 $430.999800 6.00 71.83
Activebeta World Low Vol Plus Equity Etf Etf (GLOV) 0.0 $412.000000 8.00 51.50
Championx Corporation Stock (CHX) 0.0 $357.999600 12.00 29.83
Ark Space Exploration & Innovation Etf Etf (ARKX) 0.0 $355.000000 20.00 17.75
Mongodb Inc Cl A Stock (MDB) 0.0 $351.000000 2.00 175.50
Proshares Ultrapro Qqq Etf (TQQQ) 0.0 $343.999800 6.00 57.33
Quest Diagnostics Stock (DGX) 0.0 $338.000000 2.00 169.00
Roblox Corp Cl A Stock (RBLX) 0.0 $291.000000 5.00 58.20
Roku Inc Com Cl A Stock (ROKU) 0.0 $282.000000 4.00 70.50
Bny Mellon Core Bond Etf Etf (BKAG) 0.0 $211.000000 5.00 42.20
Fulgent Genetics Stock (FLGT) 0.0 $169.000000 10.00 16.90
Cambria Global Momentum Etf Etf (GMOM) 0.0 $143.000000 5.00 28.60
Nokia Corp Adr (NOK) 0.0 $132.000000 25.00 5.28
Topgolf Callaway Brands Corp Stock (MODG) 0.0 $132.000000 20.00 6.60
Unity Software Stock (U) 0.0 $118.000200 6.00 19.67
Nio Inc Spon Ads Adr (NIO) 0.0 $114.000000 30.00 3.80
Plug Power Stock (PLUG) 0.0 $100.003600 74.00 1.35
Advisorshares Pure Us Cannabis Etf Etf (MSOS) 0.0 $52.000000 20.00 2.60
Archer Daniels Midland Stock (ADM) 0.0 $48.000000 1.00 48.00
Viatris Stock (VTRS) 0.0 $26.000100 3.00 8.67
Canopy Growth Corp Stock (CGC) 0.0 $9.000000 10.00 0.90
Valaris Ltd Wt Exp 042928 Stock (VAL.WS) 0.0 $5.000000 1.00 5.00
Expion360 Stock (XPON) 0.0 $5.000000 5.00 1.00
Alpha Architect International Quantitative Momentum Etf Etf (IMOM) 0.0 $0 0 0.00