Founders Financial Securities

Founders Financial Securities as of Dec. 31, 2024

Portfolio Holdings for Founders Financial Securities

Founders Financial Securities holds 435 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
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 5.8 $64M 727k 87.90
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 4.3 $48M 935k 51.14
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.2 $35M 1.3M 27.32
Ishares Tr Core S&p Scp Etf (IJR) 2.9 $32M 278k 115.22
Ishares Tr Core Us Aggbd Et (AGG) 2.4 $26M 272k 96.90
NVIDIA Corporation (NVDA) 2.2 $24M 182k 134.29
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.2 $24M 511k 47.82
Strategy Day Hagan Ned (SSUS) 2.2 $24M 578k 42.07
Vanguard Index Fds Mid Cap Etf (VO) 1.9 $21M 80k 264.13
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.8 $20M 440k 44.87
Apple (AAPL) 1.7 $19M 77k 250.42
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.6 $18M 694k 25.37
Dimensional Etf Trust Us High Profitab (DUHP) 1.5 $16M 477k 33.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $16M 31k 511.23
Select Sector Spdr Tr Technology (XLK) 1.4 $16M 67k 232.52
Ishares Tr Core S&p Us Gwt (IUSG) 1.2 $13M 96k 139.35
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 1.2 $13M 279k 46.07
Microsoft Corporation (MSFT) 1.1 $13M 30k 421.50
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.1 $13M 71k 178.08
Select Sector Spdr Tr Financial (XLF) 1.1 $12M 256k 48.33
Ishares Tr Core S&p500 Etf (IVV) 1.1 $12M 21k 588.68
Vanguard Index Fds Growth Etf (VUG) 1.1 $12M 30k 410.44
Ishares Tr National Mun Etf (MUB) 1.0 $11M 107k 106.55
Ishares Tr Core Msci Intl (IDEV) 1.0 $11M 170k 64.47
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.9 $11M 115k 91.43
Ishares Tr TRS FLT RT BD (TFLO) 0.9 $10M 199k 50.47
Pimco Etf Tr Active Bd Etf (BOND) 0.9 $9.8M 108k 90.42
Amazon (AMZN) 0.9 $9.8M 45k 219.39
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $9.6M 154k 62.31
Pgim Etf Tr Floating Rt Inc (PFRL) 0.9 $9.5M 188k 50.30
Ishares Tr Msci Usa Min Vol (USMV) 0.8 $9.1M 103k 88.79
Ishares Tr Core Msci Eafe (IEFA) 0.8 $9.0M 128k 70.28
Select Sector Spdr Tr Communication (XLC) 0.8 $8.7M 90k 96.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $8.7M 16k 538.82
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.8 $8.6M 62k 137.57
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.7 $7.6M 34k 224.35
Vanguard Index Fds Value Etf (VTV) 0.6 $7.2M 43k 169.30
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.6 $6.9M 42k 165.21
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $6.3M 226k 27.87
Ishares Tr Broad Usd High (USHY) 0.5 $6.1M 166k 36.79
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.5 $5.8M 58k 100.32
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.5 $5.8M 277k 21.07
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $5.5M 19k 289.81
Broadcom (AVGO) 0.5 $5.5M 24k 231.84
Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $5.1M 57k 89.04
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $5.0M 130k 38.37
Meta Platforms Cl A (META) 0.4 $5.0M 8.5k 585.52
Ishares Tr U.s. Tech Etf (IYW) 0.4 $4.9M 31k 159.52
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $4.9M 87k 56.48
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.4 $4.8M 194k 24.99
Visa Com Cl A (V) 0.4 $4.8M 15k 316.03
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.4 $4.7M 127k 37.17
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $4.7M 58k 80.93
Ishares Tr U.s. Insrnce Etf (IAK) 0.4 $4.6M 37k 126.47
Exxon Mobil Corporation (XOM) 0.4 $4.5M 42k 107.57
Tesla Motors (TSLA) 0.4 $4.5M 11k 403.84
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.4 $4.4M 125k 35.26
JPMorgan Chase & Co. (JPM) 0.4 $4.3M 18k 239.70
Ishares Core Msci Emkt (IEMG) 0.4 $4.3M 83k 52.22
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $4.3M 25k 175.23
Procter & Gamble Company (PG) 0.4 $4.2M 25k 167.65
Spdr Ser Tr S&p Homebuild (XHB) 0.4 $4.2M 40k 104.50
J P Morgan Exchange Traded F U S Tech Leaders (JTEK) 0.4 $4.1M 54k 75.67
Select Sector Spdr Tr Indl (XLI) 0.4 $3.9M 30k 131.76
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.3 $3.8M 110k 34.97
Alphabet Cap Stk Cl A (GOOGL) 0.3 $3.6M 19k 189.30
Capital Group Core Balanced SHS (CGBL) 0.3 $3.6M 115k 31.27
UnitedHealth (UNH) 0.3 $3.5M 7.0k 505.86
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $3.5M 33k 106.84
Costco Wholesale Corporation (COST) 0.3 $3.3M 3.6k 916.18
Ishares Msci Emerg Mrkt (EEMV) 0.3 $3.2M 56k 57.99
Raytheon Technologies Corp (RTX) 0.3 $3.2M 28k 115.72
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) 0.3 $3.1M 120k 25.64
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.3 $3.0M 52k 59.14
Ishares Tr Tips Bd Etf (TIP) 0.3 $2.9M 28k 106.55
Ishares Tr Us Aer Def Etf (ITA) 0.3 $2.9M 20k 145.35
Wal-Mart Stores (WMT) 0.3 $2.8M 31k 90.35
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.8M 6.2k 453.28
Sempra Energy (SRE) 0.2 $2.7M 31k 87.72
Ishares Tr Msci India Etf (INDA) 0.2 $2.6M 50k 52.64
Enbridge (ENB) 0.2 $2.6M 61k 42.43
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $2.6M 33k 78.61
Ishares Msci Jpn Etf New (EWJ) 0.2 $2.6M 38k 67.10
Williams Companies (WMB) 0.2 $2.5M 47k 54.12
International Business Machines (IBM) 0.2 $2.5M 11k 219.83
PNC Financial Services (PNC) 0.2 $2.4M 13k 192.85
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.2 $2.4M 23k 104.88
Union Pacific Corporation (UNP) 0.2 $2.4M 11k 228.04
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.2 $2.4M 42k 57.27
Becton, Dickinson and (BDX) 0.2 $2.4M 11k 226.87
Johnson & Johnson (JNJ) 0.2 $2.3M 16k 144.62
Ishares Tr Msci Jp Value (EWJV) 0.2 $2.3M 73k 31.28
Comcast Corp Cl A (CMCSA) 0.2 $2.3M 61k 37.53
Select Sector Spdr Tr Energy (XLE) 0.2 $2.3M 27k 85.66
Ishares Tr Expanded Tech (IGV) 0.2 $2.3M 23k 100.12
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $2.3M 12k 197.49
Travelers Companies (TRV) 0.2 $2.3M 9.4k 240.88
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.2 $2.2M 44k 50.71
Home Depot (HD) 0.2 $2.2M 5.7k 388.97
Metropcs Communications (TMUS) 0.2 $2.2M 9.9k 220.73
Vanguard Index Fds Large Cap Etf (VV) 0.2 $2.2M 8.1k 269.69
Chevron Corporation (CVX) 0.2 $2.2M 15k 144.84
Linde SHS (LIN) 0.2 $2.1M 5.1k 418.67
Wells Fargo & Company (WFC) 0.2 $2.1M 30k 70.24
Netflix (NFLX) 0.2 $2.1M 2.3k 891.32
Apollo Global Mgmt (APO) 0.2 $2.0M 12k 165.16
Dbx Etf Tr Xtrack Usd High (HYLB) 0.2 $2.0M 56k 36.08
Unilever Spon Adr New (UL) 0.2 $2.0M 35k 56.70
Ishares Tr Msci Usa Value (VLUE) 0.2 $2.0M 19k 105.61
Spdr Ser Tr Portfli High Yld (SPHY) 0.2 $2.0M 84k 23.47
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $2.0M 8.1k 242.17
Ishares Tr U.s. Finls Etf (IYF) 0.2 $2.0M 18k 110.58
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $1.9M 6.8k 280.06
Ishares Tr Investment Grade (IGEB) 0.2 $1.9M 43k 44.36
Merck & Co (MRK) 0.2 $1.9M 19k 99.48
Oracle Corporation (ORCL) 0.2 $1.9M 11k 166.64
Pacer Fds Tr Cash Cows Etf (HERD) 0.2 $1.9M 49k 37.91
Vulcan Materials Company (VMC) 0.2 $1.8M 7.1k 257.23
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $1.8M 37k 48.16
Coca-Cola Company (KO) 0.2 $1.7M 28k 62.26
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.2 $1.7M 22k 77.43
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.7M 24k 71.91
Capital One Financial (COF) 0.1 $1.7M 9.3k 178.32
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.1 $1.6M 55k 29.22
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $1.6M 21k 75.69
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $1.6M 32k 49.05
MetLife (MET) 0.1 $1.6M 19k 81.88
Goldman Sachs (GS) 0.1 $1.5M 2.7k 572.69
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.1 $1.5M 87k 17.71
First Tr Value Line Divid In SHS (FVD) 0.1 $1.5M 35k 43.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.5M 2.6k 586.01
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $1.5M 78k 19.59
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.5M 4.3k 351.79
Advanced Micro Devices (AMD) 0.1 $1.5M 13k 120.79
AvalonBay Communities (AVB) 0.1 $1.5M 6.8k 219.97
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.1 $1.5M 23k 65.35
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $1.5M 26k 57.53
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.5M 12k 127.59
Eaton Corp SHS (ETN) 0.1 $1.5M 4.4k 331.87
Ishares Tr Select Divid Etf (DVY) 0.1 $1.5M 11k 131.30
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $1.4M 11k 126.75
Walt Disney Company (DIS) 0.1 $1.4M 13k 111.35
salesforce (CRM) 0.1 $1.4M 4.2k 334.35
Target Corporation (TGT) 0.1 $1.4M 10k 135.18
Northrop Grumman Corporation (NOC) 0.1 $1.4M 3.0k 469.27
Series Portfolios Tr Panagram Bbb B (CLOZ) 0.1 $1.4M 51k 26.95
Sap Se Spon Adr (SAP) 0.1 $1.4M 5.6k 246.21
Amgen (AMGN) 0.1 $1.4M 5.2k 260.64
Ishares Tr S&p 100 Etf (OEF) 0.1 $1.4M 4.7k 288.83
Caterpillar (CAT) 0.1 $1.3M 3.7k 362.75
Waste Management (WM) 0.1 $1.3M 6.5k 201.79
AllianceBernstein Global Hgh Incm (AWF) 0.1 $1.3M 122k 10.73
W.W. Grainger (GWW) 0.1 $1.3M 1.2k 1054.05
Eli Lilly & Co. (LLY) 0.1 $1.3M 1.7k 771.92
Stryker Corporation (SYK) 0.1 $1.3M 3.6k 360.10
American Tower Reit (AMT) 0.1 $1.3M 7.0k 183.41
McDonald's Corporation (MCD) 0.1 $1.3M 4.4k 289.92
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.2M 3.1k 401.62
Palantir Technologies Cl A (PLTR) 0.1 $1.2M 16k 75.63
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.2M 6.3k 195.84
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB) 0.1 $1.2M 33k 37.35
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $1.2M 12k 103.30
Palo Alto Networks (PANW) 0.1 $1.2M 6.6k 181.96
Diageo Spon Adr New (DEO) 0.1 $1.2M 9.4k 127.13
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.2M 2.1k 569.58
Thermo Fisher Scientific (TMO) 0.1 $1.2M 2.2k 520.23
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $1.1M 12k 98.47
Haleon Spon Ads (HLN) 0.1 $1.1M 120k 9.54
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.1M 4.7k 242.13
Realty Income (O) 0.1 $1.1M 21k 53.41
Astrazeneca Sponsored Adr (AZN) 0.1 $1.1M 17k 65.52
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $1.1M 12k 92.73
Intuitive Surgical Com New (ISRG) 0.1 $1.1M 2.1k 521.96
Fs Kkr Capital Corp (FSK) 0.1 $1.1M 49k 21.72
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $1.1M 4.2k 253.77
Sherwin-Williams Company (SHW) 0.1 $1.1M 3.1k 339.91
Lockheed Martin Corporation (LMT) 0.1 $1.0M 2.2k 485.93
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $1.0M 4.9k 210.45
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $1.0M 8.3k 123.53
Public Storage (PSA) 0.1 $1.0M 3.4k 299.46
Air Products & Chemicals (APD) 0.1 $993k 3.4k 290.04
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.1 $981k 39k 25.11
ConocoPhillips (COP) 0.1 $978k 9.9k 99.17
EOG Resources (EOG) 0.1 $972k 7.9k 122.58
Texas Instruments Incorporated (TXN) 0.1 $966k 5.2k 187.51
Cisco Systems (CSCO) 0.1 $961k 16k 59.20
Freeport-mcmoran CL B (FCX) 0.1 $951k 25k 38.08
Paypal Holdings (PYPL) 0.1 $944k 11k 85.35
Asml Holding N V N Y Registry Shs (ASML) 0.1 $931k 1.3k 693.08
Gilead Sciences (GILD) 0.1 $924k 10k 92.37
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $923k 32k 28.67
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $919k 5.7k 161.78
S&p Global (SPGI) 0.1 $916k 1.8k 498.03
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $905k 3.8k 235.25
EQT Corporation (EQT) 0.1 $896k 19k 46.11
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $896k 4.8k 184.88
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $892k 6.2k 143.10
Uber Technologies (UBER) 0.1 $887k 15k 60.32
General Motors Company (GM) 0.1 $874k 16k 53.27
Global X Fds Gb Msci Ar Etf (ARGT) 0.1 $871k 11k 82.67
American Centy Etf Tr Us Quality Grow (QGRO) 0.1 $868k 8.7k 99.70
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.1 $859k 18k 47.43
HSBC HLDGS Spon Adr New (HSBC) 0.1 $856k 17k 49.46
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $850k 9.7k 87.33
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $833k 21k 40.67
Adobe Systems Incorporated (ADBE) 0.1 $832k 1.9k 444.68
Workday Cl A (WDAY) 0.1 $827k 3.2k 258.03
DTE Energy Company (DTE) 0.1 $826k 6.8k 120.75
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $806k 16k 50.07
Marathon Petroleum Corp (MPC) 0.1 $805k 5.8k 139.50
Equinix (EQIX) 0.1 $802k 851.00 942.89
Edison International (EIX) 0.1 $801k 10k 79.84
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $788k 26k 29.86
PPG Industries (PPG) 0.1 $768k 6.4k 119.45
Abbvie (ABBV) 0.1 $768k 4.3k 177.69
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $760k 18k 42.97
Marsh & McLennan Companies (MMC) 0.1 $756k 3.6k 212.41
Starbucks Corporation (SBUX) 0.1 $746k 8.2k 91.25
Chipotle Mexican Grill (CMG) 0.1 $746k 12k 60.30
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $718k 17k 41.17
Intuit (INTU) 0.1 $718k 1.1k 628.50
Ge Aerospace Com New (GE) 0.1 $718k 4.3k 166.79
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $715k 20k 35.85
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) 0.1 $713k 20k 34.98
Bristol Myers Squibb (BMY) 0.1 $700k 12k 56.56
Ishares Tr U.s. Energy Etf (IYE) 0.1 $695k 15k 45.57
Shell Spon Ads (SHEL) 0.1 $693k 11k 62.65
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.1 $691k 15k 47.82
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) 0.1 $676k 19k 36.00
FedEx Corporation (FDX) 0.1 $667k 2.4k 281.28
Ford Motor Company (F) 0.1 $665k 67k 9.90
Monster Beverage Corp (MNST) 0.1 $652k 12k 52.56
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $644k 6.3k 101.53
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC) 0.1 $641k 19k 33.73
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP) 0.1 $640k 18k 35.04
Zoetis Cl A (ZTS) 0.1 $636k 3.9k 162.93
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.1 $633k 14k 44.58
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) 0.1 $630k 16k 39.08
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $630k 7.8k 80.27
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.1 $630k 15k 42.69
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.1 $629k 17k 38.17
Airbnb Com Cl A (ABNB) 0.1 $628k 4.8k 131.41
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR) 0.1 $628k 17k 37.21
Charles Schwab Corporation (SCHW) 0.1 $627k 8.5k 74.01
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY) 0.1 $626k 15k 40.74
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN) 0.1 $625k 14k 43.28
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) 0.1 $625k 16k 40.14
Paccar (PCAR) 0.1 $624k 6.0k 104.02
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) 0.1 $624k 16k 39.68
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.1 $624k 15k 41.98
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.1 $623k 15k 40.55
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 0.1 $622k 15k 42.87
Amplify Etf Tr High Income (YYY) 0.1 $622k 54k 11.52
Verizon Communications (VZ) 0.1 $621k 16k 39.99
BP Sponsored Adr (BP) 0.1 $621k 21k 29.56
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT) 0.1 $619k 16k 39.37
Capital Group Conservative E SHS (CGCV) 0.1 $615k 23k 26.54
American Intl Group Com New (AIG) 0.1 $614k 8.4k 72.80
American Express Company (AXP) 0.1 $610k 2.1k 296.74
Alcon Ord Shs (ALC) 0.1 $607k 7.1k 84.89
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $600k 14k 42.25
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN) 0.1 $599k 3.9k 153.76
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $599k 15k 39.39
Bank of New York Mellon Corporation (BK) 0.1 $598k 7.8k 76.83
Totalenergies Se Sponsored Ads (TTE) 0.1 $593k 11k 54.50
Rio Tinto Sponsored Adr (RIO) 0.1 $592k 10k 58.81
GSK Sponsored Adr (GSK) 0.1 $591k 18k 33.82
Vanguard World Health Car Etf (VHT) 0.1 $591k 2.3k 253.69
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.1 $586k 12k 49.77
CVS Caremark Corporation (CVS) 0.1 $582k 13k 44.89
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG) 0.1 $576k 16k 35.28
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $568k 3.0k 190.86
Bhp Group Sponsored Ads (BHP) 0.1 $560k 12k 48.83
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.1 $560k 8.9k 62.78
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) 0.1 $559k 13k 42.63
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $558k 9.6k 58.18
Etfis Ser Tr I Virtus Reaves Ut (UTES) 0.0 $551k 8.6k 63.75
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.0 $550k 15k 36.70
Proshares Tr Pshs Ult S&p 500 (SSO) 0.0 $550k 5.9k 92.52
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.0 $549k 12k 45.90
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.0 $548k 8.0k 68.47
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) 0.0 $548k 13k 43.27
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) 0.0 $548k 13k 41.29
Alphabet Cap Stk Cl C (GOOG) 0.0 $546k 2.9k 190.42
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.0 $545k 12k 46.54
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) 0.0 $544k 11k 48.97
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.0 $544k 11k 51.38
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.0 $543k 14k 39.57
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) 0.0 $543k 12k 45.70
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $539k 2.7k 198.19
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) 0.0 $536k 15k 36.67
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.0 $535k 12k 44.18
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $531k 6.0k 89.07
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $526k 11k 50.13
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.0 $526k 12k 44.91
Ishares Tr Core High Dv Etf (HDV) 0.0 $525k 4.7k 112.26
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.0 $524k 24k 22.20
Spdr Ser Tr S&p Cap Mkts (KCE) 0.0 $520k 3.8k 137.70
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $517k 5.3k 97.46
Spdr Ser Tr Comp Software (XSW) 0.0 $514k 2.7k 188.96
Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $508k 10k 50.32
Analog Devices (ADI) 0.0 $508k 2.4k 212.46
Colgate-Palmolive Company (CL) 0.0 $503k 5.5k 90.92
Qualcomm (QCOM) 0.0 $496k 3.2k 153.63
Kroger (KR) 0.0 $490k 8.0k 61.15
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN) 0.0 $487k 13k 38.65
First Tr Exchange-traded Rba Indl Etf (AIRR) 0.0 $486k 6.3k 77.04
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $486k 8.3k 58.35
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR) 0.0 $486k 13k 37.49
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) 0.0 $485k 13k 37.46
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 0.0 $483k 13k 36.89
Vanguard World Consum Stp Etf (VDC) 0.0 $481k 2.3k 211.40
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT) 0.0 $478k 14k 34.99
Vanguard World Industrial Etf (VIS) 0.0 $476k 1.9k 254.40
AFLAC Incorporated (AFL) 0.0 $470k 4.5k 103.44
Microchip Technology (MCHP) 0.0 $468k 8.2k 57.35
John Hancock Tax-Advantage Dvd Incom (HTD) 0.0 $467k 21k 22.02
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $464k 14k 32.76
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $462k 1.1k 402.70
Ishares Tr Micro-cap Etf (IWC) 0.0 $460k 3.5k 130.39
Capital Group Dividend Growe Shs Etf (CGDG) 0.0 $459k 16k 29.64
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $458k 9.0k 50.88
Ishares Tr Global Energ Etf (IXC) 0.0 $455k 12k 38.18
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $448k 10k 44.04
T. Rowe Price (TROW) 0.0 $439k 3.9k 113.09
Crowdstrike Hldgs Cl A (CRWD) 0.0 $435k 1.3k 342.16
Autodesk (ADSK) 0.0 $428k 1.4k 295.57
Sofi Technologies (SOFI) 0.0 $428k 28k 15.40
Hershey Company (HSY) 0.0 $427k 2.5k 169.35
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $426k 12k 34.35
Cion Invt Corp (CION) 0.0 $424k 37k 11.40
Pepsi (PEP) 0.0 $422k 2.8k 152.08
Carrier Global Corporation (CARR) 0.0 $419k 6.1k 68.26
Ishares Tr Russell 2000 Etf (IWM) 0.0 $414k 1.9k 220.92
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $413k 23k 17.70
Fifth Third Ban (FITB) 0.0 $411k 9.7k 42.28
Fastenal Company (FAST) 0.0 $410k 5.7k 71.91
Mccormick & Co Com Non Vtg (MKC) 0.0 $407k 5.3k 76.24
Deere & Company (DE) 0.0 $403k 950.00 423.83
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.0 $392k 13k 30.78
Bank of America Corporation (BAC) 0.0 $391k 8.9k 43.95
Phillips 66 (PSX) 0.0 $386k 3.4k 113.93
Sandy Spring Ban (SASR) 0.0 $385k 11k 33.71
L3harris Technologies (LHX) 0.0 $384k 1.8k 210.31
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $378k 4.3k 87.82
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.0 $369k 7.5k 49.40
Valero Energy Corporation (VLO) 0.0 $367k 3.0k 122.58
Ameriprise Financial (AMP) 0.0 $367k 689.00 532.43
United Sts Oil Units (USO) 0.0 $362k 4.8k 75.55
Constellation Energy (CEG) 0.0 $360k 1.6k 223.71
Hubspot (HUBS) 0.0 $359k 515.00 696.77
Invesco Db Commdy Indx Trck Unit (DBC) 0.0 $358k 17k 21.38
eBay (EBAY) 0.0 $357k 5.8k 61.95
Ishares Msci Gbl Gold Mn (RING) 0.0 $357k 13k 28.11
Te Connectivity Ord Shs (TEL) 0.0 $354k 2.5k 142.97
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $354k 5.4k 65.35
Ge Vernova (GEV) 0.0 $350k 1.1k 328.93
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $350k 2.8k 124.97
Vanguard World Inf Tech Etf (VGT) 0.0 $346k 556.00 621.87
Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $344k 3.6k 95.46
General Mills (GIS) 0.0 $343k 5.4k 63.77
Mondelez Intl Cl A (MDLZ) 0.0 $341k 5.7k 59.73
Invesco Exchange Traded Fd T Building & Const (PKB) 0.0 $335k 4.4k 75.72
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.0 $335k 3.7k 90.36
Ishares Msci Glb Slv&mtl (SLVP) 0.0 $332k 29k 11.54
Spdr Ser Tr S&p Biotech (XBI) 0.0 $330k 3.7k 90.07
Philip Morris International (PM) 0.0 $330k 2.7k 120.36
3M Company (MMM) 0.0 $314k 2.4k 129.09
Pfizer (PFE) 0.0 $312k 12k 26.53
Progressive Corporation (PGR) 0.0 $309k 1.3k 239.61
Entergy Corporation (ETR) 0.0 $309k 4.1k 75.82
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $308k 2.8k 108.62
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.0 $307k 6.7k 45.76
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $305k 3.7k 81.58
Hubbell (HUBB) 0.0 $305k 728.00 418.89
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) 0.0 $303k 4.5k 66.77
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.0 $302k 9.1k 33.33
Mastercard Incorporated Cl A (MA) 0.0 $302k 574.00 526.57
Novo-nordisk A S Adr (NVO) 0.0 $302k 3.5k 86.02
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $295k 1.2k 243.17
Spdr Index Shs Fds S&p North Amer (NANR) 0.0 $290k 5.7k 51.11
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.0 $288k 9.4k 30.47
Skyworks Solutions (SWKS) 0.0 $288k 3.2k 88.68
Rockwell Automation (ROK) 0.0 $286k 1.0k 285.79
Pimco Etf Tr Multisector Bd (PYLD) 0.0 $282k 11k 25.92
Ishares Silver Tr Ishares (SLV) 0.0 $281k 11k 26.33
Ishares Gold Tr Ishares New (IAU) 0.0 $279k 5.6k 49.51
Otis Worldwide Corp (OTIS) 0.0 $275k 3.0k 92.61
TJX Companies (TJX) 0.0 $274k 2.3k 120.81
Alliance Resource Partners L Ut Ltd Part (ARLP) 0.0 $273k 10k 26.29
Abbott Laboratories (ABT) 0.0 $273k 2.4k 113.11
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $271k 3.9k 68.68
Intercontinental Exchange (ICE) 0.0 $270k 1.8k 149.01
Novartis Sponsored Adr (NVS) 0.0 $270k 2.8k 97.31
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.0 $268k 3.4k 78.46
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.0 $266k 4.5k 58.70
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) 0.0 $265k 3.0k 88.65
Johnson Ctls Intl SHS (JCI) 0.0 $263k 3.3k 78.93
Proshares Tr Ultr Russl2000 (URTY) 0.0 $260k 5.3k 49.21
Servicenow (NOW) 0.0 $260k 245.00 1060.12
Nike CL B (NKE) 0.0 $256k 3.4k 75.67
Vanguard Index Fds Small Cp Etf (VB) 0.0 $252k 1.0k 240.28
Vertiv Holdings Com Cl A (VRT) 0.0 $251k 2.2k 113.61
Dimensional Etf Trust Global Ex Us Cor (DFGX) 0.0 $251k 4.8k 52.32
WesBan (WSBC) 0.0 $248k 7.6k 32.54
Shopify Cl A (SHOP) 0.0 $247k 2.3k 106.33
Ishares Tr Esg Aware Msci (ESML) 0.0 $239k 5.7k 42.05
Kellogg Company (K) 0.0 $234k 2.9k 80.97
Virtus Etf Tr Ii Stone Harbor Emg (VEMY) 0.0 $234k 8.8k 26.47
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.0 $231k 1.7k 138.25
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $231k 13k 18.50
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.0 $230k 10k 23.07
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $227k 3.1k 74.27
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $216k 11k 20.65
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.0 $214k 4.3k 49.55
The Trade Desk Com Cl A (TTD) 0.0 $210k 1.8k 117.53
Coinbase Global Com Cl A (COIN) 0.0 $209k 842.00 248.30
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $207k 2.1k 99.55
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $203k 555.00 366.06
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $200k 4.0k 49.96
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.0 $200k 7.3k 27.28
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $180k 19k 9.65
Barings Bdc (BBDC) 0.0 $179k 19k 9.57
Globalstar 0.0 $140k 68k 2.07
Buzzfeed Cl A New (BZFD) 0.0 $67k 25k 2.67
Cineverse Corp Com Cl A (CNVS) 0.0 $44k 12k 3.65
Tmc The Metals Company (TMC) 0.0 $36k 33k 1.12
Northern Dynasty Minerals Lt Com New (NAK) 0.0 $34k 58k 0.58
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $31k 11k 2.72
Cronos Group (CRON) 0.0 $24k 12k 2.02
Li-cycle Holdings Corp Com New (LICYQ) 0.0 $21k 12k 1.79
Kopin Corporation (KOPN) 0.0 $20k 15k 1.36
Coherus Biosciences (CHRS) 0.0 $14k 10k 1.38
Century Therapeutics (IPSC) 0.0 $10k 10k 1.01
Singing Mach 0.0 $3.1k 35k 0.09