Fiduciary Alliance

Fiduciary Alliance as of Dec. 31, 2024

Portfolio Holdings for Fiduciary Alliance

Fiduciary Alliance holds 353 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 5.7 $57M 226k 250.42
Microsoft Stock (MSFT) 4.3 $42M 100k 421.50
Spdr S&p 500 Etf Trust Etf (SPY) 3.7 $36M 62k 586.08
JPMorgan Chase Stock (JPM) 3.4 $34M 142k 239.71
Amazon Stock (AMZN) 2.9 $28M 129k 219.39
Berkshire Hathaway CL B Stock (BRK.B) 2.5 $24M 54k 453.28
Nvidia Corporation Stock (NVDA) 2.4 $24M 177k 134.29
Home Depot Stock (HD) 1.9 $19M 48k 388.99
Conocophillips Stock (COP) 1.9 $19M 187k 99.17
SPDR S&P World ex-US Etf (SPDW) 1.6 $16M 469k 34.13
iShares S&P Small Cap ETF Etf (IJR) 1.4 $14M 117k 115.22
Ishares Bitcoin Trust Etf Etf (IBIT) 1.3 $13M 243k 53.05
Alphabet CL A Stock (GOOGL) 1.3 $13M 68k 189.30
Morgan Stanley Stock (MS) 1.2 $12M 97k 125.72
Palantir Technologies Inc Cl A Stock (PLTR) 1.2 $12M 160k 75.63
Schwab U.S. Large-Cap Growth Etf (SCHG) 1.2 $12M 425k 27.87
Schwab Us Dividend Equity Etf Etf (SCHD) 1.2 $12M 431k 27.32
Johnson & Johnson Stock (JNJ) 1.2 $11M 79k 144.62
Eaton Corp Stock (ETN) 1.0 $9.8M 30k 331.86
Schwab Intermediate-Term US Treasury Etf (SCHR) 1.0 $9.5M 391k 24.29
Inspire International Etf Etf (WWJD) 0.9 $9.4M 323k 29.00
Microstrategy Inc Cl A Stock (MSTR) 0.9 $9.0M 31k 289.62
Quanta Services Stock (PWR) 0.9 $8.5M 27k 316.05
Alibaba Group Hldg Adr (BABA) 0.9 $8.5M 100k 84.79
Republic Services Stock (RSG) 0.8 $8.4M 42k 201.18
Lockheed Martin Stock (LMT) 0.8 $8.4M 17k 485.94
Paypal Stock (PYPL) 0.8 $8.3M 97k 85.35
Kinder Morgan Stock (KMI) 0.8 $8.2M 298k 27.40
Nextera Energy Stock (NEE) 0.8 $8.1M 113k 71.69
Freeport-McMoran Stock (FCX) 0.8 $7.8M 205k 38.08
Danaher Stock (DHR) 0.8 $7.8M 34k 229.55
Grayscale Bitcoin Trust Etf Etf (GBTC) 0.8 $7.7M 104k 74.02
Amgen Stock (AMGN) 0.8 $7.5M 29k 260.64
Costco Stock (COST) 0.8 $7.5M 8.2k 916.25
Invesco Qqq Trust Series I Etf (QQQ) 0.7 $7.3M 14k 511.24
Merck Stock (MRK) 0.7 $7.2M 73k 99.48
Texas Instruments Stock (TXN) 0.7 $6.9M 37k 187.51
Tesla Stock (TSLA) 0.7 $6.9M 17k 403.84
Moodys Corp Stock (MCO) 0.7 $6.8M 14k 473.38
Intuitive Surgical Stock (ISRG) 0.7 $6.5M 13k 521.96
Broadcom Stock (AVGO) 0.6 $6.4M 28k 231.84
Oracle Corp Stock (ORCL) 0.6 $6.3M 38k 166.64
Mondelez Intl Inc Cl A Stock (MDLZ) 0.6 $6.3M 106k 59.73
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.6 $6.3M 69k 91.43
Alphabet CL C Stock (GOOG) 0.6 $6.2M 33k 190.44
Pacer US Cash Cows 100 ETF Etf (COWZ) 0.6 $6.1M 107k 56.48
SPDR S&P Emerging Markets Etf (SPEM) 0.6 $5.8M 152k 38.37
Disney Stock (DIS) 0.6 $5.8M 52k 111.35
Global X MLP & Energy Infrastructure ETF Etf (MLPX) 0.6 $5.7M 94k 60.56
Gold ETF Etf (SGOL) 0.6 $5.6M 224k 25.05
V F Corp Stock (VFC) 0.6 $5.5M 257k 21.46
Facebook Stock (META) 0.6 $5.5M 9.4k 585.49
CME Group Stock (CME) 0.6 $5.5M 24k 232.23
Walmart Stock (WMT) 0.5 $5.1M 57k 90.35
Unitedhealth Group Stock (UNH) 0.5 $5.0M 9.9k 505.88
Exxon Mobil Stock (XOM) 0.5 $5.0M 46k 107.57
M & T Bk Corp Stock (MTB) 0.5 $4.9M 26k 188.01
Eli Lilly & Co Stock (LLY) 0.5 $4.8M 6.2k 772.02
JPMorgan Hedged Equity Laddered Overlay ETF Etf (HELO) 0.5 $4.7M 75k 62.04
Cooper Std Hldgs Stock (CPS) 0.5 $4.7M 344k 13.56
Truist Financial Stock (TFC) 0.4 $4.2M 98k 43.38
Colgate Palmolive Stock (CL) 0.4 $4.1M 45k 90.91
Visa Stock (V) 0.4 $4.1M 13k 316.04
American Express Stock (AXP) 0.4 $4.0M 13k 296.78
Mastercard Incorporated Cl A Stock (MA) 0.4 $4.0M 7.6k 526.57
Schwab REIT Etf (SCHH) 0.4 $4.0M 188k 21.06
iShares Emerging Markets ex China ETF Etf (EMXC) 0.4 $3.9M 70k 55.45
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.4 $3.8M 47k 81.58
Jpmorgan International Bond Opportunities Etf Etf (JPIB) 0.4 $3.8M 80k 47.26
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) 0.4 $3.7M 143k 25.92
Simon Property Group Reit (SPG) 0.4 $3.7M 21k 172.21
Intercontinental Exchange Stock (ICE) 0.4 $3.6M 24k 149.01
Vistra Corp Stock (VST) 0.3 $3.4M 25k 137.87
iShares Short-Term Treasury ETF Etf (SHV) 0.3 $3.3M 30k 110.11
Markel Stock (MKL) 0.3 $3.2M 1.9k 1726.23
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.3 $3.1M 7.2k 425.52
Global Robotics and AI ETF Etf (BOTZ) 0.3 $3.1M 96k 31.95
Vanguard Total International Bond Etf Etf (BNDX) 0.3 $3.1M 62k 49.05
American Water Works Stock (AWK) 0.3 $3.0M 24k 124.49
Comcast Stock (CMCSA) 0.3 $3.0M 79k 37.53
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT) 0.3 $2.9M 22k 128.62
Invesco Variable Rate Investment Grade Etf Etf (VRIG) 0.3 $2.9M 114k 25.11
Coinbase Global Inc Com Cl A Stock (COIN) 0.3 $2.8M 12k 248.30
Main Sector Rotation Etf Etf (SECT) 0.3 $2.8M 52k 54.96
Abbvie Stock (ABBV) 0.3 $2.8M 16k 177.70
iShares 1-3 Year Credit Bond ETF Etf (IGSB) 0.3 $2.8M 54k 51.70
Jpmorgan U.s. Quality Factor Etf Etf (JQUA) 0.3 $2.7M 48k 57.27
Aon Plc Shs Cl A Stock (AON) 0.3 $2.7M 7.6k 359.16
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.3 $2.6M 15k 175.23
Vanguard Total Stock Market Etf (VTI) 0.3 $2.5M 8.6k 289.80
Workday Inc Cl A Stock (WDAY) 0.3 $2.5M 9.6k 258.03
Stryker Corporation Stock (SYK) 0.3 $2.5M 6.9k 360.05
Inspire 100 Etf Etf (BIBL) 0.3 $2.5M 64k 38.91
Bank of America Stock (BAC) 0.2 $2.5M 56k 43.95
Taiwan Semiconductor Adr (TSM) 0.2 $2.4M 12k 197.49
Chevron Stock (CVX) 0.2 $2.4M 17k 144.84
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.2 $2.4M 24k 100.34
First Trust Cybersecurity ETF Etf (CIBR) 0.2 $2.4M 38k 63.45
Pepsi Stock (PEP) 0.2 $2.4M 16k 152.06
Crown Castle Int. Reit (CCI) 0.2 $2.3M 26k 90.76
Spdr S&p North American Natural Resources Etf Etf (NANR) 0.2 $2.3M 44k 51.11
Royal Dutch Shell Adr (SHEL) 0.2 $2.2M 35k 62.65
McDonalds Stock (MCD) 0.2 $2.2M 7.5k 289.89
Southern Stock (SO) 0.2 $2.2M 27k 82.32
Procter And Gamble Stock (PG) 0.2 $2.2M 13k 167.64
JPMorgan Income ETF Etf (JPIE) 0.2 $2.1M 47k 45.62
Invesco S&p Smallcap Momentum Etf Etf (XSMO) 0.2 $2.1M 32k 66.11
Sap Se Adr (SAP) 0.2 $2.1M 8.4k 246.21
Ishares Ethereum Trust Etf Etf (ETHA) 0.2 $2.1M 81k 25.29
Lowes Stock (LOW) 0.2 $2.0M 8.3k 246.81
Abbott Labs Stock (ABT) 0.2 $2.0M 18k 113.11
Aercap Holdings Nv Stock (AER) 0.2 $2.0M 21k 95.70
Accenture Stock (ACN) 0.2 $2.0M 5.6k 351.79
SPDR Portfolio High Yield Bond ETF Etf (SPHY) 0.2 $1.9M 83k 23.47
Elevance Health Stock (ELV) 0.2 $1.8M 5.0k 368.90
Crowdstrike Stock (CRWD) 0.2 $1.8M 5.2k 342.16
United Technologies Stock (RTX) 0.2 $1.8M 15k 115.72
Waste Mgmt Inc Del Stock (WM) 0.2 $1.7M 8.4k 201.79
Ishares S&p 500 Growth Etf Etf (IVW) 0.2 $1.7M 17k 101.53
Duke Energy Corp Stock (DUK) 0.2 $1.7M 16k 107.74
At&t Stock (T) 0.2 $1.6M 72k 22.77
Capital One Finl Corp Stock (COF) 0.2 $1.6M 9.1k 178.32
Principal Spectrum Preferred Secs Active Etf Etf (PREF) 0.2 $1.6M 86k 18.61
Tyler Technologies Stock (TYL) 0.2 $1.6M 2.8k 576.64
Ge Vernova Stock (GEV) 0.2 $1.6M 4.8k 328.93
Powershares S&P 500 Quality Etf (SPHQ) 0.2 $1.5M 23k 67.03
Wells Fargo Stock (WFC) 0.2 $1.5M 22k 70.24
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.2 $1.5M 27k 56.38
Shopify Stock (SHOP) 0.1 $1.5M 14k 106.33
iShares China Large Cap Etf (FXI) 0.1 $1.5M 48k 30.44
Generac Hldgs Stock (GNRC) 0.1 $1.4M 9.3k 155.05
Wp Carey Reit (WPC) 0.1 $1.4M 26k 54.48
Eagle Capital Select Equity Etf Etf (EAGL) 0.1 $1.4M 51k 27.85
Global X Msci Argentina Etf Etf (ARGT) 0.1 $1.4M 17k 82.67
Humana Stock (HUM) 0.1 $1.4M 5.4k 253.71
Hcm Defender 100 Index Etf Etf (QQH) 0.1 $1.3M 20k 67.03
Analog Devices Stock (ADI) 0.1 $1.3M 6.2k 212.46
Gallagher Arthur J & Co Stock (AJG) 0.1 $1.3M 4.6k 283.85
Servicenow Stock (NOW) 0.1 $1.3M 1.2k 1060.12
Te Connectivity Plc Ord Stock (TEL) 0.1 $1.3M 9.0k 142.97
Charter Communications Stock (CHTR) 0.1 $1.3M 3.7k 342.77
Woodward Stock (WWD) 0.1 $1.3M 7.7k 166.42
Honeywell Stock (HON) 0.1 $1.3M 5.6k 225.88
Hilton Worldwide Hldgs Stock (HLT) 0.1 $1.2M 5.0k 247.16
Roper Technologies Stock (ROP) 0.1 $1.2M 2.4k 519.86
Intel Stock (INTC) 0.1 $1.2M 61k 20.05
Tjx Cos Stock (TJX) 0.1 $1.2M 10k 120.80
Cisco Stock (CSCO) 0.1 $1.2M 20k 59.20
Hcm Defender 500 Index Etf Etf (LGH) 0.1 $1.2M 23k 52.07
Kla Corp Stock (KLAC) 0.1 $1.2M 1.9k 630.12
International Business Machs Stock (IBM) 0.1 $1.2M 5.4k 219.83
Jacobs Solutions Stock (J) 0.1 $1.2M 8.7k 133.62
Alcoa Corp Stock (AA) 0.1 $1.1M 30k 37.78
Coca Cola Stock (KO) 0.1 $1.1M 18k 62.26
T-mobile Us Stock (TMUS) 0.1 $1.1M 5.1k 220.74
Toll Brothers Stock (TOL) 0.1 $1.1M 8.9k 125.95
Rpm Intl Stock (RPM) 0.1 $1.1M 9.0k 123.06
Emerson Elec Stock (EMR) 0.1 $1.1M 9.0k 123.93
iShares S&P Mid-Cap Growth ETF Etf (IJK) 0.1 $1.1M 12k 90.93
Godaddy Inc Cl A Stock (GDDY) 0.1 $1.0M 5.3k 197.37
Verizon Stock (VZ) 0.1 $1.0M 26k 39.99
Nasdaq Stock (NDAQ) 0.1 $1.0M 13k 77.31
United Rentals Stock (URI) 0.1 $1.0M 1.4k 704.44
General Mls Stock (GIS) 0.1 $979k 15k 63.77
Ishares S&p 500 Value Etf Etf (IVE) 0.1 $946k 5.0k 190.87
Vanguard Small Cap Etf (VB) 0.1 $938k 3.9k 240.27
S&P Growth ETF Etf (SPYG) 0.1 $925k 11k 87.90
Advanced Micro Devices Stock (AMD) 0.1 $913k 7.6k 120.79
Union Pacific Stock (UNP) 0.1 $909k 4.0k 228.04
American Tower Reit (AMT) 0.1 $908k 5.0k 183.41
Vanguard Dividend Appreciation ETF Etf (VIG) 0.1 $889k 4.5k 195.84
Adobe Stock (ADBE) 0.1 $882k 2.0k 444.68
Vanguard Energy Etf Etf (VDE) 0.1 $879k 7.2k 121.31
Phillips 66 Stock (PSX) 0.1 $861k 7.6k 113.93
Prudential Financial Stock (PRU) 0.1 $857k 7.2k 118.52
Clean Harbors Stock (CLH) 0.1 $846k 3.7k 230.14
Graco Stock (GGG) 0.1 $839k 10k 84.29
Trane Technologies Stock (TT) 0.1 $838k 2.3k 369.35
Enbridge Stock (ENB) 0.1 $836k 20k 42.43
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC) 0.1 $834k 7.2k 115.18
Simplify Volatility Premium Etf Etf (SVOL) 0.1 $825k 40k 20.79
Qualcomm Stock (QCOM) 0.1 $818k 5.3k 153.63
Thermo Fisher Scientific Stock (TMO) 0.1 $811k 1.6k 520.24
Yieldmax Mstr Option Income Strategy Etf Etf (MSTY) 0.1 $786k 30k 26.31
PNC Financial Services Stock (PNC) 0.1 $785k 4.1k 192.85
Vanguard Mid-cap Etf Etf (VO) 0.1 $768k 2.9k 264.13
Simplify Us Equity Plus Downside Convexity Etf Etf (SPD) 0.1 $751k 23k 33.37
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.1 $751k 15k 50.37
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $743k 1.3k 569.77
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) 0.1 $736k 9.2k 80.20
Leidos Holdings Stock (LDOS) 0.1 $736k 5.1k 144.06
Take-Two Interactive Stock (TTWO) 0.1 $735k 4.0k 184.08
Goldman Sachs Group Stock (GS) 0.1 $727k 1.3k 572.83
Lululemon Athletica Stock (LULU) 0.1 $727k 1.9k 382.41
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $718k 5.6k 127.60
iShares Core S&P 500 ETF Etf (IVV) 0.1 $716k 1.2k 588.92
EOG Resources Stock (EOG) 0.1 $699k 5.7k 122.58
Novo-nordisk A S Adr (NVO) 0.1 $697k 8.1k 86.02
Corning Stock (GLW) 0.1 $695k 15k 47.52
Marriott Intl Inc New Cl A Stock (MAR) 0.1 $691k 2.5k 278.96
Core Scientific Inc New Wt Exp 012329 Stock (CORZZ) 0.1 $687k 49k 14.02
Global Pmts Stock (GPN) 0.1 $678k 6.0k 112.06
Spdr Gold Shares Etf (GLD) 0.1 $673k 2.8k 242.13
Phillips Edison & Co Reit (PECO) 0.1 $673k 18k 37.46
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.1 $667k 5.2k 128.81
Zoetis Stock (ZTS) 0.1 $663k 4.1k 162.94
Us Treasury 3 Month Bill Etf Etf (TBIL) 0.1 $656k 13k 49.86
Aecom Stock (ACM) 0.1 $655k 6.1k 106.83
Vanguard S&p 500 Etf Etf (VOO) 0.1 $643k 1.2k 538.87
Caterpillar Stock (CAT) 0.1 $633k 1.7k 362.73
Deere & Co Stock (DE) 0.1 $613k 1.4k 423.57
Vulcan Matls Stock (VMC) 0.1 $612k 2.4k 257.24
SPDR S&P 600 Small Cap Growth Etf (SLYG) 0.1 $612k 6.8k 90.35
Gotham 1000 Value Etf Etf (GVLU) 0.1 $606k 26k 23.60
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $599k 2.6k 232.49
GE Aerospace Stock (GE) 0.1 $589k 3.5k 166.80
Comerica Stock (CMA) 0.1 $587k 9.5k 61.85
Target Corp Stock (TGT) 0.1 $585k 4.3k 135.18
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.1 $574k 7.0k 81.98
Schwab U.S. Large-Cap ETF Etf (SCHX) 0.1 $573k 25k 23.18
Palo Alto Networks Stock (PANW) 0.1 $566k 3.1k 181.96
S&P Small Cap Value ETF Etf (SLYV) 0.1 $559k 6.4k 87.26
Simplify Us Equity Plus Convexity Etf Etf (SPYC) 0.1 $553k 15k 37.42
iShares S&P Mid-Cap Value ETF Etf (IJJ) 0.1 $553k 4.4k 124.96
Uber Technologies Stock (UBER) 0.1 $547k 9.1k 60.32
Kraneshares Csi China Internet Etf Etf (KWEB) 0.1 $545k 19k 29.24
BP Adr (BP) 0.1 $544k 18k 29.56
Grayscale Bitcoin Mini Trust Etf Etf (BTC) 0.1 $534k 13k 41.87
L3harris Technologies Stock (LHX) 0.1 $517k 2.5k 210.26
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.1 $513k 5.5k 92.45
iShares Edge MSCI USA Quality Factor Etf (QUAL) 0.1 $512k 2.9k 178.08
Tractor Supply Stock (TSCO) 0.1 $506k 9.5k 53.06
Discover Finl Svcs Stock 0.1 $506k 2.9k 173.23
Ishares Russell 2000 Etf Etf (IWM) 0.1 $501k 2.3k 220.99
Xcel Energy Stock (XEL) 0.1 $499k 7.4k 67.52
Boeing Stock (BA) 0.0 $482k 2.7k 177.00
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.0 $481k 4.2k 115.55
Textron Stock (TXT) 0.0 $479k 6.3k 76.49
3M Company Stock (MMM) 0.0 $476k 3.7k 129.10
Schwab U.S. Broad Market Etf (SCHB) 0.0 $476k 21k 22.70
Ishares Silver Trust Etf (SLV) 0.0 $476k 18k 26.33
Ford Mtr Stock (F) 0.0 $476k 48k 9.90
Invesco Nasdaq 100 Etf Etf (QQQM) 0.0 $470k 2.2k 210.45
Medtronic Stock (MDT) 0.0 $470k 5.9k 79.88
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $459k 1.6k 287.91
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.0 $455k 13k 34.59
Dte Energy Stock (DTE) 0.0 $453k 3.8k 120.75
Kimberly-clark Corp Stock (KMB) 0.0 $451k 3.4k 131.04
Allstate Stock (ALL) 0.0 $451k 2.3k 192.79
Expedia Group Stock (EXPE) 0.0 $450k 2.4k 186.33
Pulte Group Stock (PHM) 0.0 $450k 4.1k 108.90
Vanguard Ftse Europe Etf Etf (VGK) 0.0 $449k 7.1k 63.47
Berkley W R Corp Stock (WRB) 0.0 $435k 7.4k 58.52
Ishares Dow Jones U.s. Etf Etf (IYY) 0.0 $430k 3.0k 143.07
General Dynamics Corp Stock (GD) 0.0 $430k 1.6k 263.49
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $411k 5.1k 80.27
Biotech ETF Etf (XBI) 0.0 $407k 4.5k 90.06
Core Scientific Inc New Wt Exp 012327 Stock (CORZW) 0.0 $405k 49k 8.22
Ares Capital Corp Cef (ARCC) 0.0 $398k 18k 21.89
Halozyme Therapeutics Stock (HALO) 0.0 $398k 8.3k 47.81
Mara Holdings Stock (MARA) 0.0 $397k 24k 16.77
Clorox Co Del Stock (CLX) 0.0 $395k 2.4k 162.41
S&p Global Stock (SPGI) 0.0 $392k 787.00 498.07
GSK Adr (GSK) 0.0 $390k 12k 33.82
Schwab U.S. Small-Cap Etf (SCHA) 0.0 $390k 15k 25.86
Vanguard Information Technology Etf Etf (VGT) 0.0 $387k 623.00 621.81
Salesforce Stock (CRM) 0.0 $386k 1.2k 334.33
Liberty Broadband Corp Com Ser C Stock (LBRDK) 0.0 $376k 5.0k 74.76
Valero Energy Stock (VLO) 0.0 $373k 3.0k 122.61
Robo Global Robotics and Automation ETF Etf (ROBO) 0.0 $366k 6.5k 56.26
Overlay Shares Large Cap Equity Etf Etf (OVL) 0.0 $364k 7.8k 46.64
Guardant Health Stock (GH) 0.0 $363k 12k 30.55
Fedex Corp Stock (FDX) 0.0 $353k 1.3k 281.33
Vanguard Health Care Etf Etf (VHT) 0.0 $351k 1.4k 253.78
Netflix Stock (NFLX) 0.0 $349k 391.00 892.26
Intuit Stock (INTU) 0.0 $340k 541.00 628.50
Ishares Russell Top 200 Growth Etf Etf (IWY) 0.0 $339k 1.4k 235.27
Amplify Transformational Data Sharing Etf Etf (BLOK) 0.0 $339k 7.8k 43.19
Stanley Black & Decker Stock (SWK) 0.0 $330k 4.1k 80.30
United Parcel Service Stock (UPS) 0.0 $325k 2.6k 126.08
Yum Brands Stock (YUM) 0.0 $323k 2.4k 134.16
Ishares Global Healthcare Etf Etf (IXJ) 0.0 $320k 3.7k 85.97
Core Scientific Stock (CORZ) 0.0 $318k 23k 14.05
Schwab Charles Corp Stock (SCHW) 0.0 $309k 4.2k 74.01
Invesco Financial Preferred Etf Etf (PGF) 0.0 $308k 21k 14.55
Grayscale Ethereum Trust Etf Etf (ETHE) 0.0 $304k 11k 28.02
Philip Morris Stock (PM) 0.0 $303k 2.5k 120.37
Applied Materials Stock (AMAT) 0.0 $301k 1.9k 162.63
Us Bancorp Del Stock (USB) 0.0 $296k 6.2k 47.83
Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG) 0.0 $295k 7.7k 38.50
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $292k 3.3k 87.33
American Healthcare Reit Reit (AHR) 0.0 $289k 10k 28.42
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $286k 3.3k 85.67
Ball Corp Stock (BALL) 0.0 $285k 5.2k 55.13
United Sts Lime & Minerals Stock (USLM) 0.0 $282k 2.1k 132.74
Dominion Stock (D) 0.0 $282k 5.2k 53.86
Norfolk Southn Corp Stock (NSC) 0.0 $281k 1.2k 234.70
Kroger Stock (KR) 0.0 $281k 4.6k 61.14
iShares U.S. Infrastructure ETF Etf (IFRA) 0.0 $278k 6.0k 46.29
Nike Stock (NKE) 0.0 $276k 3.6k 75.67
Fidus Invt Corp Cef (FDUS) 0.0 $274k 13k 21.02
Altria Group Stock (MO) 0.0 $270k 5.2k 52.29
Copart Stock (CPRT) 0.0 $267k 4.6k 57.39
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR) 0.0 $265k 6.6k 40.19
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $264k 3.8k 70.28
Albemarle Stock (ALB) 0.0 $262k 3.0k 86.07
Defiance Quantum ETF Etf (QTUM) 0.0 $261k 3.2k 81.15
Pfizer Stock (PFE) 0.0 $260k 9.8k 26.53
Smurfit Westrock Stock (SW) 0.0 $253k 4.7k 53.86
Bristol Myers Squibb Stock (BMY) 0.0 $253k 4.5k 56.56
The Cigna Group Stock (CI) 0.0 $252k 914.00 276.14
Ishares International Treasury Bond Etf Etf (IGOV) 0.0 $251k 6.5k 38.42
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $251k 5.2k 48.33
Rockwell Automation Stock (ROK) 0.0 $250k 873.00 285.79
Dupont De Nemours Stock (DD) 0.0 $249k 3.3k 76.25
Transmedics Group Stock (TMDX) 0.0 $247k 4.0k 62.35
Sysco Corp Stock (SYY) 0.0 $245k 3.2k 76.47
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $244k 3.2k 75.70
iShares U.S. Aerospace & Defense Etf (ITA) 0.0 $243k 1.7k 145.35
Ishares Morningstar Growth Etf Etf (ILCG) 0.0 $241k 2.7k 89.60
Celsius Holdings Stock (CELH) 0.0 $241k 9.1k 26.34
Colony Bankcorp Stock (CBAN) 0.0 $239k 15k 16.14
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $239k 4.6k 51.51
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $235k 4.1k 57.53
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $235k 2.6k 88.78
Ishares U.s. Industrials Etf Etf (IYJ) 0.0 $233k 1.7k 133.49
Bce Stock (BCE) 0.0 $230k 9.9k 23.18
Ark Innovation Etf Etf (ARKK) 0.0 $226k 4.0k 56.76
Spdr S&p Dividend Etf Etf (SDY) 0.0 $223k 1.7k 132.14
Travelers Companies Stock (TRV) 0.0 $218k 905.00 240.82
Vanguard Value Etf Etf (VTV) 0.0 $218k 1.3k 169.31
Ecolab Stock (ECL) 0.0 $211k 902.00 234.27
Corteva Stock (CTVA) 0.0 $211k 3.7k 56.96
Ishares U.s. Financials Etf Etf (IYF) 0.0 $211k 1.9k 110.58
Global X Internet of Things ETF Etf (SNSR) 0.0 $210k 6.0k 34.90
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.0 $208k 3.7k 55.66
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.0 $208k 3.3k 62.32
Flaherty & Crumrine Dynamic Pf Cef (DFP) 0.0 $206k 10k 19.94
Foot Locker Stock 0.0 $204k 9.4k 21.76
Grainger W W Stock (GWW) 0.0 $202k 192.00 1054.05
Western Asset Managed Muns Cef (MMU) 0.0 $188k 18k 10.20
Mimedx Group Stock (MDXG) 0.0 $160k 17k 9.62
Sprott Physical Silver Tr Tr Unit Cef (PSLV) 0.0 $137k 14k 9.65
Sandstorm Gold Stock (SAND) 0.0 $127k 23k 5.58
Anavex Life Sciences Corp Stock (AVXL) 0.0 $119k 11k 10.74
Haleon Plc Spon Ads Adr (HLN) 0.0 $112k 12k 9.54
T-rex 2x Long Mstr Daily Target Etf Etf (MSTU) 0.0 $106k 14k 7.60
Terawulf Stock (WULF) 0.0 $100k 18k 5.66
Global Net Lease Reit (GNL) 0.0 $70k 31k 2.25
Hecla Mng Stock (HL) 0.0 $49k 10k 4.91
Apptech Pmts Corp Stock (APCX) 0.0 $21k 40k 0.52
Northern Dynasty Minerals Stock (NAK) 0.0 $13k 22k 0.58
Genocea Biosciences Stock (GNCAQ) 0.0 $0 10k 0.00