Future Financial Wealth Managment

Future Financial Wealth Managment as of March 31, 2024

Portfolio Holdings for Future Financial Wealth Managment

Future Financial Wealth Managment holds 506 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&p 500 Etf Etf (VOO) 6.0 $7.8M 16k 480.69
Invesco Nasdaq 100 Etf Etf (QQQM) 5.8 $7.5M 41k 182.69
Schwab Us Dividend Equity Etf Etf (SCHD) 3.6 $4.6M 58k 80.63
Pacer Us Cash Cows 100 Etf Etf (COWZ) 3.2 $4.2M 72k 58.11
Vaneck Vectors MS Wide Moat Etf (MOAT) 3.0 $3.9M 43k 89.90
Procter And Gamble Stock (PG) 2.9 $3.7M 23k 162.25
Ishares Russell Top 200 Growth Etf Etf (IWY) 2.8 $3.6M 19k 195.10
T. Rowe Price U.s. Equity Research Etf Etf (TSPA) 2.7 $3.6M 108k 32.81
Schwab International Equity Etf Etf (SCHF) 2.7 $3.5M 90k 39.02
Vaneck Preferred Securities Ex Financials Etf Etf (PFXF) 2.2 $2.9M 165k 17.69
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 2.2 $2.8M 37k 77.31
Apple Stock (AAPL) 1.5 $1.9M 11k 171.48
Vanguard Real Estate Etf Etf (VNQ) 1.5 $1.9M 22k 86.48
Technology Select Sector Spdr Fund Etf (XLK) 1.5 $1.9M 9.1k 208.27
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.4 $1.8M 12k 152.26
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA) 1.3 $1.7M 33k 52.87
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX) 1.3 $1.7M 26k 67.39
SPDR Health Care Select Etf (XLV) 1.3 $1.7M 11k 147.73
Vaneck Bdc Income Etf Etf (BIZD) 1.3 $1.6M 97k 16.90
Iron Mtn Inc Del Reit (IRM) 1.2 $1.6M 20k 80.21
Global X Mlp Etf Etf (MLPA) 1.1 $1.4M 29k 48.22
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST) 1.1 $1.4M 28k 50.45
Vanguard Dividend Appreciation Etf Etf (VIG) 1.1 $1.4M 7.5k 182.62
Amazon Stock (AMZN) 1.1 $1.4M 7.6k 180.38
Microsoft Corp Stock (MSFT) 0.9 $1.2M 2.9k 420.72
Abbvie Stock (ABBV) 0.9 $1.2M 6.7k 182.09
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.9 $1.2M 13k 94.66
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.9 $1.2M 13k 89.67
Ishares Core Intl Agg Bond Etf (IAGG) 0.9 $1.2M 24k 49.95
Simon Ppty Group Reit (SPG) 0.8 $1.1M 6.7k 156.50
Invesco Cef Income Composite Etf Etf (PCEF) 0.8 $1.0M 53k 18.85
Invesco Qqq Trust Series I Etf (QQQ) 0.7 $953k 2.1k 443.91
Jpmorgan Chase & Co Stock (JPM) 0.7 $927k 4.6k 200.30
Meta Platforms Inc Cl A Stock (META) 0.7 $901k 1.9k 485.58
Reaves Util Income Fd Com Sh Ben Int Cef (UTG) 0.6 $806k 30k 26.96
Barings Corporate Invs Cef (MCI) 0.6 $785k 46k 17.19
Exxon Mobil Corp Stock (XOM) 0.6 $748k 6.4k 116.24
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 0.6 $743k 9.8k 76.19
Verizon Communications Stock (VZ) 0.6 $732k 18k 41.96
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA) 0.5 $659k 13k 50.74
Duke Energy Corp Stock (DUK) 0.5 $642k 6.6k 96.72
Cohen & Steers Quality Income Cef (RQI) 0.5 $638k 53k 12.08
At&t Stock (T) 0.5 $615k 35k 17.60
Ishares Core Dividend Growth Etf (DGRO) 0.5 $604k 10k 58.06
T Rowe Price Dividend Growth ETF Etf (TDVG) 0.5 $602k 16k 38.00
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $579k 1.1k 525.73
Hercules Capital Cef (HTGC) 0.4 $578k 31k 18.45
Johnson & Johnson Stock (JNJ) 0.4 $571k 3.6k 158.18
Draftkings Inc New Com Cl A Stock (DKNG) 0.4 $563k 12k 45.41
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.4 $549k 5.8k 94.62
Intel Corp Stock (INTC) 0.4 $541k 12k 44.17
Blackrock Science & Technology Cef (BST) 0.4 $539k 15k 36.92
Visa Inc Com Cl A Stock (V) 0.4 $537k 1.9k 279.08
Deere & Co Stock (DE) 0.4 $536k 1.3k 410.74
Fedex Corp Stock (FDX) 0.4 $519k 1.8k 289.74
Unitedhealth Group Stock (UNH) 0.4 $500k 1.0k 494.70
Us Bancorp Del Stock (USB) 0.4 $498k 11k 44.70
Strive 500 Etf Etf (STRV) 0.4 $497k 15k 33.66
International Business Machs Stock (IBM) 0.4 $456k 2.4k 190.92
Ford Mtr Co Del Stock (F) 0.3 $455k 34k 13.28
Pfizer Stock (PFE) 0.3 $443k 16k 27.75
Putnam Premier Income Tr Sh Ben Int Cef (PPT) 0.3 $439k 125k 3.52
Ares Capital Corp Cef (ARCC) 0.3 $433k 21k 20.82
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.3 $419k 2.8k 150.93
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $409k 972.00 420.52
Cvs Health Corp Stock (CVS) 0.3 $396k 5.0k 79.76
Ishares Select Dividend Etf Etf (DVY) 0.3 $378k 3.1k 123.18
Rtx Corporation Stock (RTX) 0.3 $363k 3.7k 97.53
Pimco Dynamic Income Cef (PDI) 0.3 $361k 19k 19.29
Kinder Morgan Inc Del Stock (KMI) 0.3 $333k 18k 18.34
Blackrock Corpor Hi Yld Cef (HYT) 0.3 $331k 34k 9.79
Ishares Gold Trust Etf (IAU) 0.3 $328k 7.8k 42.01
Caterpillar Stock (CAT) 0.3 $328k 894.00 366.43
Nvidia Corporation Stock (NVDA) 0.2 $318k 352.00 903.56
Blackrock Floating Rate Income Cef (FRA) 0.2 $314k 24k 12.92
Stryker Corporation Stock (SYK) 0.2 $313k 875.00 357.87
Ishares Mortgage Real Estate Etf Etf (REM) 0.2 $310k 13k 23.24
Nike Inc Cl B Stock (NKE) 0.2 $309k 3.3k 93.98
SPDR S&P 1500 Composite Etf (SPTM) 0.2 $309k 4.8k 64.15
Energy Select Sector Spdr Fund Etf (XLE) 0.2 $308k 3.3k 94.41
Cohen & Steers Infrastructure Cef (UTF) 0.2 $297k 13k 23.57
Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.2 $286k 3.0k 95.20
Nextera Energy Stock (NEE) 0.2 $281k 4.4k 63.91
Civitas Resources Stock (CIVI) 0.2 $281k 3.7k 75.91
JP Morgan Equity Premium Income ETF Etf (JEPI) 0.2 $278k 4.8k 57.86
Eaton Vance Ltd Duration Incom Cef (EVV) 0.2 $278k 29k 9.75
Nuveen Floating Rate Income Cef (JFR) 0.2 $277k 32k 8.73
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $274k 523.00 523.07
Omega Healthcare Invs Reit (OHI) 0.2 $266k 8.4k 31.67
Walmart Stock (WMT) 0.2 $262k 4.4k 60.17
Ishares S&p 100 Etf Etf (OEF) 0.2 $256k 1.0k 247.41
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.2 $256k 16k 15.73
Cisco Sys Stock (CSCO) 0.2 $251k 5.0k 49.91
Ge Aerospace Stock (GE) 0.2 $246k 1.4k 175.55
Ishares U.s. Healthcare Providers Etf Etf (IHF) 0.2 $245k 4.5k 54.54
Cohen & Steers Reit & Pfd & In Cef (RNP) 0.2 $239k 11k 21.03
Disney Walt Stock (DIS) 0.2 $233k 1.9k 122.36
Gxo Logistics Incorporated Stock (GXO) 0.2 $233k 4.3k 53.76
Ishares Russell 1000 Growth Etf Etf (IWF) 0.2 $233k 690.00 337.05
Vanguard Total Stock Market Etf Etf (VTI) 0.2 $231k 889.00 259.90
Ishares Global 100 Etf Etf (IOO) 0.2 $219k 2.5k 89.41
Qualcomm Stock (QCOM) 0.2 $217k 1.3k 169.32
Fifth Third Bancorp Stock (FITB) 0.2 $216k 5.8k 37.21
Bank America Corp Stock (BAC) 0.2 $214k 5.6k 37.92
Archer Daniels Midland Stock (ADM) 0.2 $212k 3.4k 62.81
Doubleline Income Solutions Cef (DSL) 0.2 $212k 17k 12.70
Home Depot Stock (HD) 0.2 $211k 550.00 383.60
Spdr S&p Dividend Etf Etf (SDY) 0.2 $210k 1.6k 131.24
Broadcom Stock (AVGO) 0.2 $206k 155.00 1326.39
Lowes Cos Stock (LOW) 0.2 $205k 806.00 254.73
Vici Pptys Reit (VICI) 0.2 $205k 6.9k 29.79
Medpace Hldgs Stock (MEDP) 0.2 $202k 500.00 404.15
Tanger Reit (SKT) 0.2 $202k 6.8k 29.53
Schwab U.s. Large-cap Etf Etf (SCHX) 0.2 $201k 3.2k 62.06
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $200k 1.2k 169.37
The Cigna Group Stock (CI) 0.2 $200k 550.00 363.19
Kroger Stock (KR) 0.2 $200k 3.5k 57.13
Ishares U.s. Medical Devices Etf Etf (IHI) 0.2 $198k 3.4k 58.59
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $191k 3.8k 50.17
Keycorp Stock (KEY) 0.1 $190k 12k 15.81
Chevron Corp Stock (CVX) 0.1 $189k 1.2k 157.79
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $184k 2.2k 83.58
Emqq The Emerging Markets Internet & Ecommerce Etf Etf (EMQQ) 0.1 $183k 5.8k 31.31
Blackrock Cr Allocation Income Cef (BTZ) 0.1 $182k 17k 10.69
Enterprise Prods Partners Stock (EPD) 0.1 $179k 6.1k 29.18
Ferrari N V Stock (RACE) 0.1 $174k 400.00 435.94
Humana Stock (HUM) 0.1 $173k 500.00 346.72
First Tr High Yield Opprt 2027 Cef (FTHY) 0.1 $172k 12k 14.54
Altria Group Stock (MO) 0.1 $166k 3.8k 43.62
Pgim High Yield Bond Fund Cef (ISD) 0.1 $166k 13k 12.99
Gilead Sciences Stock (GILD) 0.1 $161k 2.2k 73.25
Devon Energy Corp Stock (DVN) 0.1 $161k 3.2k 50.18
Pepsico Stock (PEP) 0.1 $160k 915.00 175.10
3M Stock (MMM) 0.1 $159k 1.5k 106.07
Uber Technologies Stock (UBER) 0.1 $154k 2.0k 76.99
Spdr S&p Regional Banking Etf Etf (KRE) 0.1 $154k 3.1k 50.28
Medtronic Stock (MDT) 0.1 $152k 1.7k 87.15
Global X U.s. Preferred Etf Etf (PFFD) 0.1 $149k 7.4k 20.16
Dicks Sporting Goods Stock (DKS) 0.1 $143k 635.00 224.86
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.1 $142k 2.8k 51.28
Nuveen Amt Free Mun Cr Cef (NVG) 0.1 $140k 12k 12.15
Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $134k 1.2k 110.52
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $133k 333.00 397.76
Paypal Hldgs Stock (PYPL) 0.1 $131k 2.0k 66.99
Chesapeake Energy Corp Stock (CHK) 0.1 $129k 1.5k 88.83
Novo-nordisk A S Adr (NVO) 0.1 $128k 1.0k 128.40
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $127k 1.1k 120.99
Coca Cola Stock (KO) 0.1 $126k 2.1k 61.17
Viatris Stock (VTRS) 0.1 $126k 11k 11.94
Philip Morris Intl Stock (PM) 0.1 $125k 1.4k 91.62
Pimco Enhanced Short Maturity Active Exchange-traded Fund Pimco Enhanced Sh Etf (MINT) 0.1 $122k 1.2k 100.54
Vanguard Value Etf Etf (VTV) 0.1 $121k 744.00 162.86
Calumet Specialty Prods Partne Ut Ltd Partner Stock 0.1 $119k 8.0k 14.86
Blackstone Stock (BX) 0.1 $118k 900.00 131.37
Peoples Bancorp Stock (PEBO) 0.1 $118k 4.0k 29.61
Blackrock Muniyield Quality Cef (MYI) 0.1 $115k 10k 11.46
Truist Finl Corp Stock (TFC) 0.1 $113k 2.9k 38.98
Apollo Global Mgmt Stock (APO) 0.1 $113k 1.0k 112.45
Axcelis Technologies Stock (ACLS) 0.1 $112k 1.0k 111.52
United Parcel Service Inc Cl B Stock (UPS) 0.1 $111k 745.00 148.63
Nuveen Amt Free Qlty Mun Incme Cef (NEA) 0.1 $111k 10k 11.07
Blackstone Mtg Tr Inc Com Cl A Reit (BXMT) 0.1 $110k 5.5k 19.91
Blackstone Secd Lending Cef (BXSL) 0.1 $109k 3.5k 31.15
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) 0.1 $108k 4.2k 25.76
BP Adr (BP) 0.1 $106k 2.8k 37.67
Merck & Co Stock (MRK) 0.1 $106k 803.00 131.95
Crown Castle Reit (CCI) 0.1 $106k 1.0k 105.83
Ishares U.S. Technology ETF Etf (IYW) 0.1 $104k 770.00 135.06
Flaherty & Crumrine Pfd Secs I Cef (FFC) 0.1 $104k 7.0k 14.85
Innovative Indl Pptys Reit (IIPR) 0.1 $104k 1.0k 103.54
Honeywell Intl Stock (HON) 0.1 $101k 494.00 205.25
Cohen & Steers Closed-end Oppo Cef (FOF) 0.1 $99k 8.5k 11.69
Brinker Intl Stock (EAT) 0.1 $99k 2.0k 49.68
Diamondback Energy Stock (FANG) 0.1 $99k 500.00 198.17
Expedia Group Stock (EXPE) 0.1 $96k 700.00 137.75
Target Corp Stock (TGT) 0.1 $96k 542.00 177.21
Citigroup Stock (C) 0.1 $95k 1.5k 63.24
Vanguard Information Technology Etf Etf (VGT) 0.1 $94k 180.00 524.34
Ge Healthcare Technologies Stock (GEHC) 0.1 $94k 1.0k 90.91
Morgan Stanley Stock (MS) 0.1 $94k 1.0k 94.16
Sixth Street Specialty Lending Cef (TSLX) 0.1 $90k 4.2k 21.43
Xpo Stock (XPO) 0.1 $89k 727.00 122.03
Spdr Blackstone Senior Loan Etf Etf (SRLN) 0.1 $89k 2.1k 42.11
Sabra Health Care Reit Reit (SBRA) 0.1 $89k 6.0k 14.77
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $87k 487.00 179.11
Nuveen Pfd & Income Opportunit Cef (JPC) 0.1 $86k 12k 7.19
International Flavors&fragranc Stock (IFF) 0.1 $86k 1.0k 85.99
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.1 $85k 1.2k 73.15
Alibaba Group Hldg Adr (BABA) 0.1 $85k 1.2k 72.36
Pimco Mun Income Fd Ii Cef (PML) 0.1 $85k 10k 8.50
Goldman Sachs Group Stock (GS) 0.1 $84k 200.00 417.69
Tripadvisor Stock (TRIP) 0.1 $83k 3.0k 27.79
Nextera Energy Partners Lp Com Unit Part In Stock (NEP) 0.1 $83k 2.8k 30.08
Bristol-myers Squibb Stock (BMY) 0.1 $83k 1.5k 54.23
Western Asset High Yield Defin Cef (HYI) 0.1 $83k 6.9k 11.96
Mainstay Mackay Definedterm Mu Cef (MMD) 0.1 $82k 5.0k 16.35
Phillips 66 Stock (PSX) 0.1 $82k 500.00 163.34
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.1 $82k 1.6k 50.10
Realty Income Corp Reit (O) 0.1 $81k 1.5k 54.10
Clearbridge Large Cap Growth Esg Etf Etf (LRGE) 0.1 $81k 1.2k 67.09
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.1 $80k 3.5k 22.77
Cyberark Software Stock (CYBR) 0.1 $80k 300.00 265.63
Schwab U.s. Reit Etf Etf (SCHH) 0.1 $79k 3.9k 20.30
Tesla Stock (TSLA) 0.1 $79k 447.00 175.79
Westlake Chem Partners Lp Com Unit Rp Stock (WLKP) 0.1 $78k 3.5k 22.20
Vanguard Total World Stock Etf Etf (VT) 0.1 $77k 700.00 110.50
Royce Value Tr Cef (RVT) 0.1 $76k 5.0k 15.17
Rivernorth Doubleline Strate Cef (OPP) 0.1 $73k 8.5k 8.62
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.1 $73k 554.00 131.93
Spdr Bloomberg Convertible Securities Etf Etf (CWB) 0.1 $73k 1.0k 73.04
Delta Air Lines Inc Del Stock (DAL) 0.1 $73k 1.5k 47.87
Pure Storage Inc Cl A Stock (PSTG) 0.1 $73k 1.4k 51.99
Abrdn World Healthcare Fund Ben Int Cef (THW) 0.1 $73k 5.5k 13.23
Cracker Barrel Old Ctry Store Stock (CBRL) 0.1 $73k 1.0k 72.73
Mercadolibre Stock (MELI) 0.1 $73k 48.00 1511.96
Dollar Tree Stock (DLTR) 0.1 $73k 545.00 133.15
Uipath Inc Cl A Stock (PATH) 0.1 $73k 3.2k 22.67
Schwab Charles Corp Stock (SCHW) 0.1 $72k 1.0k 72.34
Wec Energy Group Stock (WEC) 0.1 $72k 873.00 82.12
Rithm Capital Corp Reit (RITM) 0.1 $71k 6.4k 11.16
Cvr Energy Stock (CVI) 0.1 $71k 2.0k 35.66
Block Inc Cl A Stock (SQ) 0.1 $71k 837.00 84.58
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.1 $69k 581.00 118.29
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN) 0.1 $68k 2.2k 30.83
One Liberty Pptys Reit (OLP) 0.1 $68k 3.0k 22.59
Academy Sports & Outdoors Stock (ASO) 0.1 $68k 1.0k 67.54
Delek Logistics Partners Lp Com Unt Rp Int Stock (DKL) 0.1 $66k 1.6k 40.99
Chewy Inc Cl A Stock (CHWY) 0.1 $65k 4.1k 15.91
Ishares National Muni Bond Etf Etf (MUB) 0.0 $65k 604.00 107.60
International Paper Stock (IP) 0.0 $65k 1.7k 39.02
Grayscale Bitcoin Trust Etf (GBTC) 0.0 $63k 1.0k 63.17
Okta Inc Cl A Stock (OKTA) 0.0 $63k 600.00 104.62
Williams Cos Stock (WMB) 0.0 $62k 1.6k 38.97
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $62k 1.5k 42.12
Anheuser Busch Inbev Sa Adr (BUD) 0.0 $61k 1.0k 60.78
Eaton Vance Enhanced Equity In Cef (EOS) 0.0 $61k 3.0k 20.17
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD) 0.0 $60k 1.5k 40.71
Blackstone Seni Fltn Rat 2027 Cef (BSL) 0.0 $60k 4.2k 14.33
Synchrony Financial Stock (SYF) 0.0 $60k 1.4k 43.12
Pimco Enhanced Low Duration Active Etf Etf (LDUR) 0.0 $60k 630.00 94.86
Ishares Edge MSCI USA Quality Etf (QUAL) 0.0 $59k 360.00 164.35
Prudential Finl Stock (PRU) 0.0 $59k 500.00 117.40
Gitlab Inc Class A Stock (GTLB) 0.0 $58k 1.0k 58.32
Boeing Stock (BA) 0.0 $58k 301.00 192.99
Guggenheim Strategic Opportun Com Sbi Cef (GOF) 0.0 $57k 4.0k 14.32
Emerson Elec Stock (EMR) 0.0 $57k 500.00 113.42
Ishares Preferred & Income Securities Etf Etf (PFF) 0.0 $56k 1.8k 32.23
Apollo Coml Real Est Fin Reit (ARI) 0.0 $56k 5.0k 11.14
First Trust Value Line Dividend Index Fund Etf (FVD) 0.0 $56k 1.3k 42.23
Cardinal Health Stock (CAH) 0.0 $56k 500.00 111.90
Cbre Gbl Real Estate Cef (IGR) 0.0 $54k 10k 5.38
Invesco PHLX Semiconductor Etf (SOXQ) 0.0 $54k 1.4k 38.59
Rush Enterprises Inc Cl A Stock (RUSHA) 0.0 $54k 1.0k 53.52
Oracle Corp Stock (ORCL) 0.0 $53k 425.00 125.61
First Tr Mlp & Energy Incom Cef 0.0 $53k 5.5k 9.67
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.0 $53k 486.00 108.92
VanEck Mortgage REIT ETF Etf (MORT) 0.0 $53k 4.5k 11.69
Pioneer Nat Res Stock 0.0 $53k 200.00 262.50
Roblox Corp Cl A Stock (RBLX) 0.0 $53k 1.4k 38.18
Neuberger Berman Mun Cef (NBH) 0.0 $52k 5.0k 10.47
Zoetis Inc Cl A Stock (ZTS) 0.0 $51k 300.00 169.21
Macys Stock (M) 0.0 $50k 2.5k 19.99
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.0 $50k 1.0k 48.22
Pimco High Income Cef (PHK) 0.0 $49k 10k 4.94
Carnival Corp Paired Ctf Stock (CCL) 0.0 $49k 3.0k 16.34
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD) 0.0 $49k 1.1k 44.40
Consolidated Edison Stock (ED) 0.0 $48k 532.00 90.81
Compass Diversified Sh Ben Int Stock (CODI) 0.0 $48k 2.0k 24.07
First Trust Cloud Computing Etf Etf (SKYY) 0.0 $48k 500.00 95.60
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $48k 300.00 158.81
Cincinnati Finl Corp Stock (CINF) 0.0 $47k 375.00 124.17
Abrdn Healthcare Opportunities Cef (THQ) 0.0 $46k 2.3k 20.10
Global X Lithium & Battery Tech Etf Etf (LIT) 0.0 $45k 1.0k 45.29
Nuveen Global High Income Cef (JGH) 0.0 $45k 3.5k 12.78
Vanguard Total Bond Market Index Etf (BND) 0.0 $45k 613.00 72.63
Jfrog Ltd Ord Stock (FROG) 0.0 $44k 1.0k 44.22
Vizio Hldg Corp Cl A Stock (VZIO) 0.0 $44k 4.0k 10.94
Starwood Ppty Tr Reit (STWD) 0.0 $44k 2.2k 20.33
Hanesbrands Stock (HBI) 0.0 $44k 7.5k 5.80
Advance Auto Parts Stock (AAP) 0.0 $43k 500.00 85.09
Vertex Pharmaceuticals Stock (VRTX) 0.0 $42k 100.00 418.01
American Elec Pwr Stock (AEP) 0.0 $42k 482.00 86.08
Eaton Vance Tax Advt Div Incm Cef (EVT) 0.0 $41k 1.7k 23.60
Roundhill Ball Metaverse ETF Etf (METV) 0.0 $41k 3.3k 12.43
Kkr Real Estate Fin Tr Reit (KREF) 0.0 $40k 4.0k 10.06
Spotify Technology S A Stock (SPOT) 0.0 $40k 150.00 263.90
Harley Davidson Stock (HOG) 0.0 $39k 896.00 43.73
Abbott Labs Stock (ABT) 0.0 $39k 340.00 113.61
Pimco Investment Grade Corporate Bond Index Exchange-traded Fund Pimco Inve Etf (CORP) 0.0 $38k 400.00 96.05
Golub Cap Bdc Cef (GBDC) 0.0 $38k 2.3k 16.63
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.0 $38k 500.00 75.98
Medical Pptys Trust Reit (MPW) 0.0 $38k 8.0k 4.70
Vanguard Mega Cap Etf (MGC) 0.0 $37k 200.00 186.87
Sofi Technologies Stock (SOFI) 0.0 $37k 5.1k 7.30
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.0 $36k 438.00 81.78
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.0 $35k 301.00 114.96
Mfa Finl Reit (MFA) 0.0 $34k 3.0k 11.41
Digital Rlty Tr Reit (DLR) 0.0 $34k 235.00 144.04
Pgim Global High Yield Fd Form Cef (GHY) 0.0 $34k 2.8k 11.96
Raymond James Finl Stock (RJF) 0.0 $33k 259.00 128.42
Corning Stock (GLW) 0.0 $33k 1.0k 32.96
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $33k 3.7k 8.73
Snowflake Inc Cl A Stock (SNOW) 0.0 $32k 200.00 161.60
Impinj Stock (PI) 0.0 $32k 250.00 128.41
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $32k 100.00 320.59
Blackrock Tcp Capital Corp Cef (TCPC) 0.0 $31k 3.0k 10.43
Trump Media & Technology Group Stock (DJT) 0.0 $31k 500.00 61.96
V F Corp Stock (VFC) 0.0 $31k 2.0k 15.34
Banc Of California Stock (BANC) 0.0 $30k 2.0k 15.21
Huntington Bancshares Stock (HBAN) 0.0 $30k 2.1k 13.95
Apellis Pharmaceuticals Stock (APLS) 0.0 $29k 500.00 58.78
Ishares Global Clean Energy Etf Etf (ICLN) 0.0 $29k 2.1k 13.98
Msc Indl Direct Inc Cl A Stock (MSM) 0.0 $29k 300.00 97.04
Pdd Holdings Adr (PDD) 0.0 $29k 250.00 116.25
Invesco Kbw Premium Yield Equity Reit Etf Etf (KBWY) 0.0 $29k 1.6k 18.05
Ishares Russell Mid-Cap ETF Etf (IWR) 0.0 $29k 343.00 84.09
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA) 0.0 $28k 1.6k 17.56
Ishares Biotechnology Etf Etf (IBB) 0.0 $27k 200.00 137.22
Abrdn Life Sciences Investors Sh Ben Int Cef (HQL) 0.0 $27k 2.0k 13.63
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.0 $27k 745.00 35.84
Tractor Supply Stock (TSCO) 0.0 $26k 100.00 261.72
Invesco Senior Loan Etf Etf (BKLN) 0.0 $26k 1.2k 21.15
Nxp Semiconductors N V Stock (NXPI) 0.0 $25k 100.00 247.77
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $25k 368.00 67.13
Rlj Lodging Tr Cum Conv Pfd A Reit (RLJ.PA) 0.0 $25k 1.0k 24.49
Amplify High Income Etf Etf (YYY) 0.0 $24k 2.0k 12.06
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $24k 295.00 80.51
Vanguard Russell 1000 Value Etf Etf (VONV) 0.0 $24k 300.00 78.64
Skyworks Solutions Stock (SWKS) 0.0 $23k 216.00 108.32
Kkr Income Opportunities Cef (KIO) 0.0 $23k 1.7k 13.54
Zillow Group Inc Cl A Stock (ZG) 0.0 $23k 470.00 47.86
Wolverine World Wide Stock (WWW) 0.0 $22k 2.0k 11.21
Virtus Equity & Conv Incm Cef (NIE) 0.0 $22k 1.0k 22.39
Jetblue Awys Corp Stock (JBLU) 0.0 $22k 3.0k 7.42
Schwab Fundamental Emerging Markets Large Co. Index Etf Etf (FNDE) 0.0 $22k 800.00 27.76
Xcel Energy Stock (XEL) 0.0 $22k 408.00 53.75
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.0 $22k 473.00 45.61
GSK Adr (GSK) 0.0 $21k 500.00 42.87
Servicenow Stock (NOW) 0.0 $21k 28.00 762.39
Clear Secure Inc Com Cl A Stock (YOU) 0.0 $21k 1.0k 21.27
New York Cmnty Bancorp Stock 0.0 $21k 6.5k 3.22
Braemar Hotels & Resorts Inc 5.5 Cum Cv Pfd B Reit (BHR.PB) 0.0 $21k 1.5k 13.71
Sfl Corporation Stock (SFL) 0.0 $20k 1.5k 13.18
Lumen Technologies Stock (LUMN) 0.0 $20k 13k 1.56
Molson Coors Beverage Co Cl B Stock (TAP) 0.0 $20k 300.00 67.25
Mcdonalds Corp Stock (MCD) 0.0 $20k 70.00 282.24
Ishares Floating Rate Bond Etf Etf (FLOT) 0.0 $19k 379.00 51.06
Firstenergy Corp Stock (FE) 0.0 $19k 500.00 38.62
Invesco Preferred Etf Etf (PGX) 0.0 $19k 1.6k 11.88
Virtus Dividend Interest & Pr Cef (NFJ) 0.0 $19k 1.5k 12.78
John Hancock Multifactor Mid Cap Etf Etf (JHMM) 0.0 $19k 333.00 57.38
Global X Superincome Preferred Etf Etf (SPFF) 0.0 $19k 2.0k 9.46
Eli Lilly & Co Stock (LLY) 0.0 $19k 24.00 777.96
Ares Dynamic Cr Allocation Cef (ARDC) 0.0 $19k 1.3k 14.23
Spdr Ssga Income Allocation Etf Etf (INKM) 0.0 $18k 589.00 31.23
Kratos Defense & Sec Solutions Stock (KTOS) 0.0 $18k 1.0k 18.38
U.s. Global Jets Etf Etf (JETS) 0.0 $18k 868.00 21.01
Spdr Doubleline Total Return Etf (TOTL) 0.0 $18k 450.00 40.05
Calamos Strategic Total Return Com Sh Ben Int Cef (CSQ) 0.0 $18k 1.1k 16.37
Enbridge Stock (ENB) 0.0 $18k 492.00 36.18
Vanguard Short-term Bond Etf Etf (BSV) 0.0 $18k 230.00 76.67
Allstate Corp Stock (ALL) 0.0 $18k 102.00 172.51
SPDR Portfolio Emerging Markets ETF Etf (SPEM) 0.0 $18k 484.00 36.19
Invesco Sr Income Tr Cef (VVR) 0.0 $17k 4.0k 4.28
Price T Rowe Group Stock (TROW) 0.0 $17k 135.00 121.92
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) 0.0 $16k 210.00 76.00
Vanguard Mid-cap Value Etf Etf (VOE) 0.0 $16k 100.00 155.91
Twilio Inc Cl A Stock (TWLO) 0.0 $15k 250.00 61.15
Tjx Cos Stock (TJX) 0.0 $15k 150.00 101.42
Netflix Stock (NFLX) 0.0 $15k 25.00 607.32
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $15k 290.00 51.60
Scotts Miracle-gro Co Cl A Stock (SMG) 0.0 $15k 200.00 74.59
Dollar Gen Corp Stock (DG) 0.0 $15k 94.00 156.86
Kohls Corp Stock (KSS) 0.0 $15k 500.00 29.15
Ast Spacemobile Inc Com Cl A Stock (ASTS) 0.0 $15k 5.0k 2.90
Under Armour Inc Cl C Stock (UA) 0.0 $14k 2.0k 7.14
Marathon Oil Corp Stock (MRO) 0.0 $14k 500.00 28.34
Teva Pharmaceutical Inds Adr (TEVA) 0.0 $14k 1.0k 14.11
Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.0 $14k 170.00 82.97
Biogen Stock (BIIB) 0.0 $14k 65.00 215.63
General Mls Stock (GIS) 0.0 $14k 200.00 69.97
Douglas Emmett Reit (DEI) 0.0 $14k 1.0k 13.87
Jd.com Inc Spon Adr Cl A Adr (JD) 0.0 $14k 500.00 27.39
Shell Plc Spon Ads Adr (SHEL) 0.0 $13k 200.00 67.04
Global X Telemedicine & Digital Health Etf Registered Etf (EDOC) 0.0 $13k 1.4k 9.51
Ltc Pptys Reit (LTC) 0.0 $13k 400.00 32.51
Kraft Heinz Stock (KHC) 0.0 $13k 341.00 36.87
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.0 $13k 177.00 70.88
Vanguard Health Care Etf Etf (VHT) 0.0 $12k 46.00 267.72
Invesco Global Water Etf Etf (PIO) 0.0 $12k 285.00 43.11
Riot Platforms Stock (RIOT) 0.0 $12k 1.0k 12.24
Barings Global Short Duration Cef (BGH) 0.0 $11k 800.00 14.30
Box Inc Cl A Stock (BOX) 0.0 $11k 400.00 28.32
Materials Select Sector SPDR Etf (XLB) 0.0 $11k 120.00 92.89
Vanguard Industrials Index ETF Etf (VIS) 0.0 $11k 45.00 244.16
Nuveen Real Asset Income & Gro Cef (JRI) 0.0 $11k 922.00 11.86
Eaton Vance Sr Fltng Rte Tr Cef (EFR) 0.0 $10k 800.00 13.03
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.0 $10k 120.00 86.67
Uniqure Nv Stock (QURE) 0.0 $10k 2.0k 5.20
Genco Shipping & Trading Stock (GNK) 0.0 $10k 500.00 20.33
Invesco S&p Smallcap Low Volatility Etf Etf (XSLV) 0.0 $10k 228.00 44.21
Unilever Adr (UL) 0.0 $10k 200.00 50.19
Revance Therapeutics Stock (RVNC) 0.0 $9.8k 2.0k 4.92
Heron Therapeutics Stock (HRTX) 0.0 $9.7k 3.5k 2.77
Ishares Mbs Etf Etf (MBB) 0.0 $9.4k 102.00 92.42
Vanguard Small Cap Value Etf Etf (VBR) 0.0 $9.4k 49.00 191.88
Ft Vest U.s. Equity Moderate Buffer Etf - Jan Etf (GJAN) 0.0 $9.3k 258.00 35.88
Consumer Discretionary Select Sector SPDR Etf (XLY) 0.0 $9.2k 50.00 183.90
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.0 $9.2k 120.00 76.36
International Game Technology Shs Usd Stock (IGT) 0.0 $9.0k 400.00 22.59
SPDR SSGA US Sector Rotation ETF Etf (XLSR) 0.0 $9.0k 181.00 49.86
Saba Capital Income & Opportun Cef 0.0 $8.6k 2.3k 3.82
First Trust Dorsey Wright Focus 5 Etf Etf (FV) 0.0 $8.6k 150.00 57.23
Global X U.s. Infrastructure Development Etf Etf (PAVE) 0.0 $8.6k 215.00 39.81
Schwab U.s. Small-cap Etf Etf (SCHA) 0.0 $8.4k 170.00 49.24
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) 0.0 $8.3k 254.00 32.69
Nuveen Esg Small-cap Etf Etf (NUSC) 0.0 $8.3k 199.00 41.59
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG) 0.0 $8.1k 159.00 50.77
Middleby Corp Stock (MIDD) 0.0 $8.0k 50.00 160.80
Quantumscape Corp Com Cl A Stock (QS) 0.0 $7.9k 1.3k 6.29
Invesco S&p 500 Revenue Etf Etf (RWL) 0.0 $7.8k 83.00 93.73
Slr Investment Corp Cef (SLRC) 0.0 $7.7k 500.00 15.35
Axs Real Estate Income Etf Etf (RINC) 0.0 $7.2k 300.00 24.04
Rxo Stock (RXO) 0.0 $7.2k 327.00 21.87
Manitowoc Stock (MTW) 0.0 $7.1k 500.00 14.14
Royal Caribbean Group Stock (RCL) 0.0 $7.0k 50.00 139.02
Exact Sciences Corp Stock (EXAS) 0.0 $6.9k 100.00 69.06
Commscope Hldg Stock (COMM) 0.0 $6.6k 5.0k 1.31
Datadog Inc Cl A Stock (DDOG) 0.0 $6.2k 50.00 123.60
Blackrock Ultra Short-term Bond Etf Etf (ICSH) 0.0 $6.1k 120.00 50.56
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV) 0.0 $5.9k 128.00 45.84
Rush Street Interactive Stock (RSI) 0.0 $5.2k 800.00 6.51
Proshares Pet Care Etf Etf (PAWZ) 0.0 $5.0k 100.00 49.81
Roku Inc Com Cl A Stock (ROKU) 0.0 $4.9k 75.00 65.17
Petco Health & Wellness Stock (WOOF) 0.0 $4.6k 2.0k 2.28
Nokia Corp Adr (NOK) 0.0 $4.6k 1.3k 3.54
Starbucks Corp Stock (SBUX) 0.0 $4.6k 50.00 91.40
Teladoc Health Stock (TDOC) 0.0 $4.5k 300.00 15.10
Matterport Inc Com Cl A Stock (MTTR) 0.0 $4.5k 2.0k 2.26
Gogo Stock (GOGO) 0.0 $4.4k 500.00 8.78
Industrial Logistics Pptys Tr Com Shs Ben Int Reit (ILPT) 0.0 $4.3k 1.0k 4.29
Armada Hoffler Pptys Reit (AHH) 0.0 $4.2k 400.00 10.40
Ishares Russell 2500 Etf Etf (SMMD) 0.0 $4.1k 63.00 65.60
Spdr Gold Shares Etf (GLD) 0.0 $4.1k 20.00 205.70
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.0 $3.8k 65.00 58.65
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.0 $3.8k 103.00 36.59
Roundhill Sports Betting & Igaming Etf Etf (BETZ) 0.0 $3.6k 200.00 17.85
Wabtec Stock (WAB) 0.0 $3.5k 24.00 145.67
Cutera Stock (CUTR) 0.0 $3.2k 2.2k 1.47
Ebay Stock (EBAY) 0.0 $3.2k 60.00 52.78
Norwegian Cruise Line Hldg Stock (NCLH) 0.0 $3.1k 150.00 20.93
Socket Mobile Stock (SCKT) 0.0 $3.1k 3.0k 1.02
Hannon Armstrong Sust Infr Cap Reit (HASI) 0.0 $2.8k 97.00 28.40
Semtech Corp Stock (SMTC) 0.0 $2.7k 100.00 27.49
Zuora Inc Com Cl A Stock (ZUO) 0.0 $2.7k 300.00 9.12
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.0 $2.5k 25.00 99.44
Qurate Retail Inc Com Ser A Stock (QRTEA) 0.0 $2.5k 2.0k 1.23
Brookfield Renewable Partners Stock (BEP) 0.0 $2.3k 100.00 23.23
SPDR Select Utilities Sector Etf (XLU) 0.0 $2.2k 33.00 65.45
E L F Beauty Stock (ELF) 0.0 $2.0k 10.00 196.00
Amcor Plc Ord Stock (AMCR) 0.0 $1.9k 200.00 9.51
Chargepoint Holdings Inc Com Cl A Stock (CHPT) 0.0 $1.9k 1.0k 1.90
Etsy Stock (ETSY) 0.0 $1.7k 25.00 68.72
Kimbell Rty Partners Lp Unit Stock (KRP) 0.0 $1.6k 100.00 15.52
United Airls Hldgs Stock (UAL) 0.0 $1.4k 30.00 47.87
Tilray Brands Stock (TLRY) 0.0 $1.2k 500.00 2.47
Matthews Intl Corp Cl A Stock (MATW) 0.0 $1.2k 37.00 31.08
Nio Inc Spon Ads Adr (NIO) 0.0 $1.1k 250.00 4.50
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.0 $1.1k 22.00 48.77
Echostar Corp Cl A Stock (SATS) 0.0 $997.997000 70.00 14.26
Paysafe Stock (PSFE) 0.0 $931.999400 59.00 15.80
Biocryst Pharmaceuticals Stock (BCRX) 0.0 $914.004000 180.00 5.08
Smucker J M Stock (SJM) 0.0 $892.999800 7.00 127.57
Comcast Corp New Cl A Stock (CMCSA) 0.0 $867.000000 20.00 43.35
Peloton Interactive Inc Cl A Stock (PTON) 0.0 $857.000000 200.00 4.29
Vertiv Holdings Co Com Cl A Stock (VRT) 0.0 $817.000000 10.00 81.70
Goodrx Hldgs Inc Com Cl A Stock (GDRX) 0.0 $710.000000 100.00 7.10
Nationwide Nasdaq-100 Risk-managed Income Etf Etf (NUSI) 0.0 $660.998800 28.00 23.61
Vicarious Surgical Inc Com Cl A Stock 0.0 $603.000000 2.0k 0.30
Global X Autonomous & Electric Vehicles Etf Etf (DRIV) 0.0 $494.000000 20.00 24.70
American Airls Group Stock (AAL) 0.0 $461.001000 30.00 15.37
General Mtrs Stock (GM) 0.0 $454.000000 10.00 45.40
Globalstar Stock (GSAT) 0.0 $441.000000 300.00 1.47
Big Lots Stock (BIGGQ) 0.0 $433.000000 100.00 4.33
The Beachbody Company Inc Com Cl A Stock (BODI) 0.0 $384.000000 40.00 9.60
Charter Communications Inc New Cl A Stock (CHTR) 0.0 $291.000000 1.00 291.00
Workhorse Group Stock 0.0 $235.000000 1.0k 0.23
Snap Inc Cl A Stock (SNAP) 0.0 $230.000000 20.00 11.50
Organon & Co Stock (OGN) 0.0 $188.000000 10.00 18.80
Coupang Inc Cl A Stock (CPNG) 0.0 $178.000000 10.00 17.80
Brookfield Infrast Partners Lp Lp Int Unit Stock (BIP) 0.0 $125.000000 4.00 31.25
Cenntro Stock (CENN) 0.0 $94.999300 67.00 1.42
Asensus Surgical Stock (ASXC) 0.0 $89.012000 385.00 0.23
Better Choice Stock 0.0 $72.000000 12.00 6.00
Aurora Cannabis Stock (ACB) 0.0 $70.000000 16.00 4.38
Fastly Inc Cl A Stock (FSLY) 0.0 $65.000000 5.00 13.00
Banco Santander Adr (SAN) 0.0 $57.999600 12.00 4.83
Bumble Inc Com Cl A Stock (BMBL) 0.0 $57.000000 5.00 11.40
Porch Group Stock (PRCH) 0.0 $43.000000 10.00 4.30
Sirius Xm Holdings Stock (SIRI) 0.0 $39.000000 10.00 3.90
ishares MSCI USA Small Cap Min Vol ETF Etf (SMMV) 0.0 $37.000000 1.00 37.00
Open Lending Corp Stock (LPRO) 0.0 $31.000000 5.00 6.20
Organovo Hldgs Stock (ONVO) 0.0 $26.000000 25.00 1.04
Stem Stock (STEM) 0.0 $11.000000 5.00 2.20
Canopy Growth Corp Stock (CGC) 0.0 $9.000000 1.00 9.00
Timber Pharmaceuticals Stock 0.0 $0 3.00 0.00