Founders Financial Securities

Founders Financial Securities as of Dec. 31, 2022

Portfolio Holdings for Founders Financial Securities

Founders Financial Securities holds 325 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 9.6 $61M 667k 91.47
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 4.0 $25M 501k 50.67
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 3.8 $24M 618k 38.89
Ishares Tr Core S&p Scp Etf (IJR) 3.3 $21M 222k 94.64
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.6 $16M 217k 75.54
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.1 $13M 319k 41.97
Ishares Tr Core S&p500 Etf (IVV) 1.9 $12M 31k 384.21
Ishares Tr Core S&p Mcp Etf (IJH) 1.7 $11M 45k 241.89
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.7 $11M 482k 21.95
Vanguard Index Fds Mid Cap Etf (VO) 1.6 $10M 50k 203.81
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.5 $9.2M 123k 75.28
Apple (AAPL) 1.4 $9.2M 71k 129.93
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $8.9M 34k 266.28
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.4 $8.9M 198k 45.02
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $8.9M 124k 71.84
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.2 $7.7M 77k 100.14
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $7.5M 151k 49.49
Dimensional Etf Trust Us High Profitab (DUHP) 1.2 $7.4M 309k 24.01
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.1 $7.0M 151k 46.44
First Tr Value Line Divid In SHS (FVD) 1.0 $6.1M 153k 39.91
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.9 $5.8M 232k 25.13
Select Sector Spdr Tr Technology (XLK) 0.9 $5.6M 45k 124.44
Microsoft Corporation (MSFT) 0.9 $5.5M 23k 239.82
Ishares Tr Core Msci Eafe (IEFA) 0.9 $5.5M 90k 61.64
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $5.4M 56k 96.99
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.8 $5.3M 121k 43.92
Vanguard Index Fds Value Etf (VTV) 0.8 $5.1M 36k 140.37
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.8 $5.0M 105k 47.43
Invesco Db Us Dlr Index Tr Bullish Fd (UUP) 0.8 $4.9M 176k 27.81
Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $4.6M 45k 104.27
Pimco Etf Tr Active Bd Etf (BOND) 0.7 $4.6M 50k 90.48
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.7 $4.5M 33k 135.85
Ishares Core Msci Emkt (IEMG) 0.7 $4.4M 94k 46.70
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.7 $4.3M 31k 141.25
Ishares Tr Broad Usd High (USHY) 0.6 $4.0M 117k 34.53
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $4.0M 55k 72.10
Ishares Tr Core S&p Us Gwt (IUSG) 0.6 $4.0M 49k 81.52
Select Sector Spdr Tr Energy (XLE) 0.6 $3.9M 44k 87.47
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $3.7M 44k 84.59
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $3.7M 19k 191.19
Johnson & Johnson (JNJ) 0.6 $3.6M 20k 176.65
Innovator Etfs Tr Laderd Alctn Pwr (BUFF) 0.5 $3.4M 99k 34.40
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $3.4M 42k 81.17
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.5 $3.4M 56k 60.36
Procter & Gamble Company (PG) 0.5 $3.3M 22k 151.56
Ishares Tr Core Div Grwth (DGRO) 0.5 $3.2M 65k 50.00
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $3.2M 31k 105.43
Fs Kkr Capital Corp (FSK) 0.5 $3.2M 183k 17.50
Ishares Tr Core Msci Intl (IDEV) 0.5 $3.1M 55k 55.98
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $3.0M 26k 113.96
Amazon (AMZN) 0.5 $2.9M 35k 84.00
UnitedHealth (UNH) 0.5 $2.9M 5.5k 530.18
Ishares Tr Msci Usa Mmentm (MTUM) 0.5 $2.9M 20k 145.93
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.5 $2.9M 63k 46.25
Ishares Tr Intl Sel Div Etf (IDV) 0.5 $2.9M 106k 27.16
Exxon Mobil Corporation (XOM) 0.4 $2.8M 26k 110.30
Ishares Tr Select Divid Etf (DVY) 0.4 $2.8M 23k 120.60
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $2.7M 37k 74.55
Ishares Tr Tips Bd Etf (TIP) 0.4 $2.7M 26k 106.44
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $2.6M 37k 70.50
Select Sector Spdr Tr Financial (XLF) 0.4 $2.6M 76k 34.20
Raytheon Technologies Corp (RTX) 0.4 $2.6M 26k 100.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $2.6M 7.3k 351.36
Ark Etf Tr Innovation Etf (ARKK) 0.4 $2.6M 82k 31.24
Ishares Tr TRS FLT RT BD (TFLO) 0.4 $2.5M 50k 50.41
NVIDIA Corporation (NVDA) 0.4 $2.4M 16k 146.14
Cisco Systems (CSCO) 0.4 $2.4M 49k 47.64
Coca-Cola Company (KO) 0.4 $2.3M 37k 63.61
Spdr Gold Tr Gold Shs (GLD) 0.4 $2.3M 13k 169.64
JPMorgan Chase & Co. (JPM) 0.4 $2.3M 17k 134.10
Ishares Msci Jpn Etf New (EWJ) 0.3 $2.2M 40k 54.44
John Hancock Tax-Advantage Dvd Incom (HTD) 0.3 $2.2M 95k 22.86
Visa Com Cl A (V) 0.3 $2.1M 10k 207.76
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $2.1M 22k 95.78
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $2.0M 16k 125.11
Proshares Tr Short Qqq New 0.3 $1.8M 123k 14.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.8M 5.8k 308.90
PNC Financial Services (PNC) 0.3 $1.7M 11k 157.94
Proshares Tr Shrt Russell2000 (RWM) 0.3 $1.7M 70k 24.60
Dbx Etf Tr Xtrackers S&p (SNPE) 0.3 $1.7M 49k 34.56
Dbx Etf Tr Xtrack Usd High (HYLB) 0.3 $1.7M 50k 33.71
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $1.7M 25k 67.45
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $1.6M 3.7k 442.79
Wal-Mart Stores (WMT) 0.3 $1.6M 12k 141.79
Home Depot (HD) 0.3 $1.6M 5.1k 315.88
Alps Etf Tr Alerian Mlp (AMLP) 0.3 $1.6M 42k 38.07
Merck & Co (MRK) 0.2 $1.6M 14k 110.95
Costco Wholesale Corporation (COST) 0.2 $1.5M 3.4k 456.45
International Business Machines (IBM) 0.2 $1.5M 11k 140.89
Pfizer (PFE) 0.2 $1.5M 29k 51.24
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $1.5M 29k 50.27
Linde SHS 0.2 $1.4M 4.4k 326.18
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $1.4M 43k 32.96
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) 0.2 $1.4M 8.3k 170.51
Bristol Myers Squibb (BMY) 0.2 $1.4M 19k 71.95
Williams Companies (WMB) 0.2 $1.4M 41k 32.90
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $1.4M 11k 129.16
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.3M 6.3k 213.12
Charles Schwab Corporation (SCHW) 0.2 $1.3M 16k 83.26
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $1.3M 25k 52.57
Essex Property Trust (ESS) 0.2 $1.3M 6.2k 211.92
Enbridge (ENB) 0.2 $1.3M 34k 39.10
Bank of America Corporation (BAC) 0.2 $1.3M 40k 33.12
Honeywell International (HON) 0.2 $1.3M 6.1k 214.29
Unilever Spon Adr New (UL) 0.2 $1.3M 26k 50.35
AllianceBernstein Global Hgh Incm (AWF) 0.2 $1.3M 140k 9.22
Ishares Tr U.s. Finls Etf (IYF) 0.2 $1.3M 17k 75.47
Comcast Corp Cl A (CMCSA) 0.2 $1.3M 37k 34.97
Invesco Exch Trd Slf Idx Bulshs 2024 Hy 0.2 $1.3M 58k 22.12
Wells Fargo & Company (WFC) 0.2 $1.3M 31k 41.29
Amgen (AMGN) 0.2 $1.3M 4.8k 262.64
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $1.3M 13k 98.21
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $1.2M 8.2k 151.85
Apollo Global Mgmt (APO) 0.2 $1.2M 19k 63.79
Medtronic SHS (MDT) 0.2 $1.2M 16k 77.72
Us Bancorp Del Com New (USB) 0.2 $1.2M 28k 43.61
United Parcel Service CL B (UPS) 0.2 $1.2M 7.0k 173.84
Best Buy (BBY) 0.2 $1.2M 15k 80.21
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.2M 11k 108.21
Travelers Companies (TRV) 0.2 $1.1M 6.1k 187.51
Select Sector Spdr Tr Communication (XLC) 0.2 $1.1M 24k 47.99
Tesla Motors (TSLA) 0.2 $1.1M 9.2k 123.18
Becton, Dickinson and (BDX) 0.2 $1.1M 4.4k 254.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.1M 2.9k 382.49
Walt Disney Company (DIS) 0.2 $1.1M 13k 86.88
V.F. Corporation (VFC) 0.2 $1.1M 40k 27.61
Realty Income (O) 0.2 $1.1M 17k 63.43
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $1.1M 24k 43.92
Stellantis SHS (STLA) 0.2 $1.1M 75k 14.20
Mondelez Intl Cl A (MDLZ) 0.2 $1.1M 16k 66.65
Chevron Corporation (CVX) 0.2 $1.0M 5.8k 179.48
Newmont Mining Corporation (NEM) 0.2 $1.0M 22k 47.20
Ishares Tr Mbs Etf (MBB) 0.2 $1.0M 11k 92.75
Union Pacific Corporation (UNP) 0.2 $1.0M 4.9k 207.05
Verizon Communications (VZ) 0.2 $1.0M 26k 39.40
Oracle Corporation (ORCL) 0.2 $1.0M 12k 81.74
Lockheed Martin Corporation (LMT) 0.2 $995k 2.0k 486.41
Host Hotels & Resorts (HST) 0.2 $989k 62k 16.05
Advance Auto Parts (AAP) 0.2 $973k 6.6k 147.03
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $969k 13k 77.68
4068594 Enphase Energy (ENPH) 0.1 $941k 3.6k 264.96
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $930k 78k 11.87
Vulcan Materials Company (VMC) 0.1 $916k 5.2k 175.11
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $916k 12k 77.51
Caterpillar (CAT) 0.1 $910k 3.8k 239.53
Sempra Energy (SRE) 0.1 $902k 5.8k 154.53
Broadcom (AVGO) 0.1 $899k 1.6k 559.13
Thermo Fisher Scientific (TMO) 0.1 $892k 1.6k 550.69
Northrop Grumman Corporation (NOC) 0.1 $886k 1.6k 545.46
Goldman Sachs (GS) 0.1 $879k 2.6k 343.35
Ishares Tr National Mun Etf (MUB) 0.1 $873k 8.3k 105.52
Nike CL B (NKE) 0.1 $867k 7.4k 117.01
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $864k 14k 60.04
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $858k 35k 24.28
Mastercard Incorporated Cl A (MA) 0.1 $858k 2.5k 347.73
Autoliv (ALV) 0.1 $820k 11k 76.58
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $773k 12k 63.59
Vanguard Index Fds Large Cap Etf (VV) 0.1 $769k 4.4k 174.21
PPG Industries (PPG) 0.1 $762k 6.1k 125.74
McDonald's Corporation (MCD) 0.1 $753k 2.9k 263.57
Waste Management (WM) 0.1 $731k 4.7k 156.88
MetLife (MET) 0.1 $730k 10k 72.37
Intel Corporation (INTC) 0.1 $728k 28k 26.43
Stryker Corporation (SYK) 0.1 $718k 2.9k 244.50
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $717k 24k 29.38
American Intl Group Com New (AIG) 0.1 $705k 11k 63.24
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.1 $701k 16k 44.66
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $694k 31k 22.11
American Tower Reit (AMT) 0.1 $691k 3.3k 211.88
Ishares Tr U.s. Energy Etf (IYE) 0.1 $688k 15k 46.49
Vanguard World Fds Health Car Etf (VHT) 0.1 $663k 2.7k 248.05
Invesco Db Commdy Indx Trck Unit (DBC) 0.1 $663k 27k 24.65
Eaton Corp SHS (ETN) 0.1 $655k 4.2k 156.95
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $648k 7.9k 82.48
AvalonBay Communities (AVB) 0.1 $641k 4.0k 161.52
Sap Se Spon Adr (SAP) 0.1 $636k 6.2k 103.19
Edison International (EIX) 0.1 $627k 9.9k 63.62
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $623k 6.9k 90.00
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $599k 4.4k 135.23
Texas Instruments Incorporated (TXN) 0.1 $595k 3.6k 165.22
Ishares Tr Global Energ Etf (IXC) 0.1 $587k 15k 38.99
Meta Platforms Cl A (META) 0.1 $582k 4.8k 120.34
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $582k 3.2k 179.78
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $580k 18k 31.83
Abbvie (ABBV) 0.1 $572k 3.5k 161.61
Invesco Exch Trd Slf Idx Bulshs 2024 Cb 0.1 $561k 27k 20.49
Proshares Tr Sht 7-10 Yr Tr (TBX) 0.1 $551k 19k 28.65
Pioneer Natural Resources 0.1 $548k 2.4k 228.39
Starbucks Corporation (SBUX) 0.1 $545k 5.5k 99.21
Sherwin-Williams Company (SHW) 0.1 $520k 2.2k 237.30
Zoetis Cl A (ZTS) 0.1 $515k 3.5k 146.55
First Tr Morningstar Divid L SHS (FDL) 0.1 $513k 14k 36.56
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $510k 6.9k 73.63
Chesapeake Energy Corp (EXE) 0.1 $505k 5.3k 94.37
W.W. Grainger (GWW) 0.1 $497k 894.00 556.25
Monster Beverage Corp (MNST) 0.1 $497k 4.9k 101.53
Netflix (NFLX) 0.1 $492k 1.7k 294.88
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $472k 5.0k 93.46
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $470k 2.2k 214.21
S&p Global (SPGI) 0.1 $465k 1.4k 334.94
Ishares Tr Micro-cap Etf (IWC) 0.1 $453k 4.2k 107.82
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $453k 5.3k 84.80
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $452k 11k 40.04
Asml Holding N V N Y Registry Shs (ASML) 0.1 $442k 809.00 546.40
Colgate-Palmolive Company (CL) 0.1 $438k 5.6k 78.78
Palo Alto Networks (PANW) 0.1 $437k 3.1k 139.54
Alcon Ord Shs (ALC) 0.1 $429k 6.3k 68.55
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $428k 2.9k 145.09
Freeport-mcmoran CL B (FCX) 0.1 $423k 11k 38.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $421k 11k 38.98
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $418k 14k 30.53
Proshares Tr Pshs Ult S&p 500 (SSO) 0.1 $418k 9.4k 44.45
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $414k 25k 16.80
Cion Invt Corp (CION) 0.1 $409k 42k 9.75
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $396k 6.2k 63.98
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $394k 2.1k 191.59
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $393k 2.5k 158.80
Paypal Holdings (PYPL) 0.1 $392k 5.5k 71.22
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $389k 1.9k 200.57
Deere & Company (DE) 0.1 $386k 900.00 428.71
EQT Corporation (EQT) 0.1 $380k 11k 33.83
Ishares Tr Russell 2000 Etf (IWM) 0.1 $379k 2.2k 174.33
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $378k 3.8k 99.56
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.1 $377k 3.5k 108.53
salesforce (CRM) 0.1 $377k 2.8k 132.59
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $371k 8.2k 44.98
Ishares Msci Glb Slv&mtl (SLVP) 0.1 $371k 35k 10.51
Pepsi (PEP) 0.1 $370k 2.0k 180.66
Amplify Etf Tr High Income (YYY) 0.1 $366k 31k 11.65
Spdr Ser Tr S&p Biotech (XBI) 0.1 $365k 4.4k 83.00
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $364k 9.9k 36.93
Adobe Systems Incorporated (ADBE) 0.1 $361k 1.1k 336.53
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $360k 15k 23.59
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $359k 6.1k 58.50
United Sts Oil Units (USO) 0.1 $355k 5.1k 70.11
AFLAC Incorporated (AFL) 0.1 $354k 4.9k 71.95
Intuitive Surgical Com New (ISRG) 0.1 $349k 1.3k 265.35
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $348k 12k 28.44
General Motors Company (GM) 0.1 $348k 10k 33.64
Ishares Tr Expanded Tech (IGV) 0.1 $343k 1.3k 255.85
Valero Energy Corporation (VLO) 0.1 $342k 2.7k 126.88
Alphabet Cap Stk Cl A (GOOGL) 0.1 $342k 3.9k 88.23
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $340k 4.1k 83.60
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.1 $334k 15k 22.46
New Amer High Income Com New (HYB) 0.1 $331k 50k 6.60
L3harris Technologies (LHX) 0.1 $330k 1.6k 208.15
Dex (DXCM) 0.1 $322k 2.8k 113.24
Equinix (EQIX) 0.1 $320k 489.00 655.03
Ishares Tr Core High Dv Etf (HDV) 0.1 $320k 3.1k 104.24
Lauder Estee Cos Cl A (EL) 0.1 $318k 1.3k 248.11
Abbott Laboratories (ABT) 0.0 $317k 2.9k 109.80
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $312k 5.6k 55.56
Uber Technologies (UBER) 0.0 $309k 13k 24.73
Mccormick & Co Com Non Vtg (MKC) 0.0 $306k 3.7k 82.88
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $303k 37k 8.24
Vanguard World Fds Industrial Etf (VIS) 0.0 $303k 1.7k 182.63
Philip Morris International (PM) 0.0 $296k 2.9k 101.20
Ishares Msci Gbl Gold Mn (RING) 0.0 $293k 13k 22.33
Chipotle Mexican Grill (CMG) 0.0 $293k 211.00 1387.49
Invesco Exchange Traded Fd T Gbl Listed Pvt 0.0 $289k 31k 9.44
Sandy Spring Ban (SASR) 0.0 $289k 8.2k 35.23
Kellogg Company (K) 0.0 $285k 4.0k 71.24
Pimco Dynamic Income SHS (PDI) 0.0 $283k 15k 18.48
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $275k 7.3k 37.90
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.0 $275k 10k 27.02
At&t (T) 0.0 $274k 15k 18.41
Eli Lilly & Co. (LLY) 0.0 $272k 743.00 365.84
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 0.0 $270k 12k 23.31
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.0 $270k 13k 20.98
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $268k 6.1k 43.95
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $265k 4.1k 64.72
WesBan (WSBC) 0.0 $263k 7.1k 36.98
Rockwell Automation (ROK) 0.0 $261k 1.0k 257.57
General Electric Com New (GE) 0.0 $260k 3.1k 83.78
Marsh & McLennan Companies (MMC) 0.0 $254k 1.5k 165.48
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.0 $253k 13k 19.94
Ford Motor Company (F) 0.0 $253k 22k 11.63
Norfolk Southern (NSC) 0.0 $252k 1.0k 246.35
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.0 $251k 8.7k 29.03
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.0 $244k 4.9k 50.13
stock 0.0 $242k 2.8k 86.09
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $241k 2.8k 86.19
Aptiv SHS (APTV) 0.0 $239k 2.6k 93.13
Boeing Company (BA) 0.0 $238k 1.3k 190.46
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $236k 12k 20.14
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.0 $234k 5.1k 45.46
Automatic Data Processing (ADP) 0.0 $232k 971.00 238.86
DTE Energy Company (DTE) 0.0 $231k 2.0k 117.53
Workday Cl A (WDAY) 0.0 $230k 1.4k 167.33
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $225k 2.0k 114.89
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL) 0.0 $224k 5.3k 42.55
Vanguard World Fds Utilities Etf (VPU) 0.0 $218k 1.4k 153.36
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $218k 2.5k 88.09
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.0 $217k 2.5k 85.56
Tractor Supply Company (TSCO) 0.0 $216k 961.00 224.97
Proshares Tr Ultra Fncls New (UYG) 0.0 $216k 4.7k 45.61
Gilead Sciences (GILD) 0.0 $215k 2.5k 85.85
Johnson Ctls Intl SHS (JCI) 0.0 $213k 3.3k 64.00
Alphabet Cap Stk Cl C (GOOG) 0.0 $213k 2.4k 88.73
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $212k 734.00 288.78
Solaredge Technologies (SEDG) 0.0 $211k 744.00 283.27
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $207k 5.0k 41.34
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $204k 6.3k 32.21
Ishares Tr Core Msci Total (IXUS) 0.0 $204k 3.5k 57.88
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $203k 4.3k 46.71
Novartis Sponsored Adr (NVS) 0.0 $202k 2.2k 90.72
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.0 $201k 6.1k 33.04
Nio Spon Ads (NIO) 0.0 $190k 20k 9.75
Barings Bdc (BBDC) 0.0 $153k 19k 8.15
First Tr Stoxx European Sele Common Shs (FDD) 0.0 $148k 13k 11.36
Sofi Technologies (SOFI) 0.0 $101k 22k 4.61
Dare Bioscience 0.0 $95k 114k 0.83
Globalstar (GSAT) 0.0 $91k 69k 1.33
Tencent Music Entmt Group Spon Ads (TME) 0.0 $87k 11k 8.28
Palantir Technologies Cl A (PLTR) 0.0 $78k 12k 6.42
Cronos Group (CRON) 0.0 $50k 20k 2.54
Fuelcell Energy 0.0 $46k 17k 2.78
Canopy Gro 0.0 $36k 16k 2.31
Sobr Safe Com New (SOBR) 0.0 $25k 26k 0.95
ENGlobal Corporation 0.0 $14k 18k 0.77
Davidstea (DTEAF) 0.0 $9.9k 13k 0.79
Aurora Cannabis 0.0 $9.2k 10k 0.92
Organigram Holdings In 0.0 $8.0k 10k 0.80
Document Security Systems 0.0 $1.6k 10k 0.16
Tricida 0.0 $1.5k 10k 0.15