Gen-Wealth Partners

Gen-Wealth Partners as of March 31, 2026

Portfolio Holdings for Gen-Wealth Partners

Gen-Wealth Partners holds 728 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) 5.6 $18M 234k 76.54
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) 3.7 $12M 201k 58.18
Ishares S&p 500 Value Etf Etf (IVE) 3.3 $10M 49k 211.15
Ishares S&p 500 Growth Etf Etf (IVW) 3.0 $9.4M 83k 113.11
Ishares Core S&p 500 Etf Etf (IVV) 2.8 $8.9M 14k 653.19
Ishares Msci Eafe Value Etf Etf (EFV) 2.0 $6.3M 84k 74.35
Ishares International Country Rotation Active Etf Etf (CORO) 1.8 $5.7M 178k 32.15
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 1.6 $5.0M 26k 191.81
Ishares U.s. Thematic Rotation Active Etf Etf (THRO) 1.6 $5.0M 137k 36.22
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) 1.5 $4.9M 71k 68.47
Ishares A.i. Innovation And Tech Active Etf Etf (BAI) 1.5 $4.6M 140k 32.95
Coca Cola Stock (KO) 1.3 $4.3M 56k 76.05
Walmart Stock (WMT) 1.3 $4.0M 32k 124.28
Caterpillar Stock (CAT) 1.3 $4.0M 5.6k 708.44
Ishares Large Cap Core Active Etf Etf (BLCR) 1.2 $3.7M 91k 41.06
Chevron Corporation Stock (CVX) 1.2 $3.7M 18k 206.89
Invesco S&p 500 Momentum Etf Etf (SPMO) 1.1 $3.5M 31k 112.11
Johnson & Johnson Stock (JNJ) 1.0 $3.3M 13k 244.44
Avantis Emerging Markets Equity Etf Etf (AVEM) 1.0 $3.2M 40k 80.58
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 1.0 $3.1M 45k 69.75
Procter & Gamble Stock (PG) 1.0 $3.1M 21k 144.44
Microsoft Corp Stock (MSFT) 0.9 $3.0M 8.1k 370.19
Ishares National Muni Bond Etf Etf (MUB) 0.9 $2.8M 27k 106.15
Amazon Stock (AMZN) 0.9 $2.7M 13k 208.26
Jpmorgan Chase & Co Stock (JPM) 0.9 $2.7M 9.3k 294.17
Apple Stock (AAPL) 0.9 $2.7M 11k 253.78
Global X Defense Tech Etf Etf (SHLD) 0.8 $2.7M 38k 70.84
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.8 $2.6M 56k 46.19
Goldman Sachs Group Stock (GS) 0.8 $2.6M 3.1k 845.98
Merck & Co Stock (MRK) 0.8 $2.5M 21k 120.29
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.8 $2.4M 105k 23.22
Verizon Communications Stock (VZ) 0.8 $2.4M 49k 50.20
Visa Inc Com Cl A Stock (V) 0.8 $2.4M 7.9k 302.23
Honeywell Intl Stock (HON) 0.8 $2.4M 11k 226.04
Mcdonalds Corp Stock (MCD) 0.7 $2.4M 7.6k 310.80
Amgen Stock (AMGN) 0.7 $2.3M 6.6k 351.83
Nvidia Corporation Stock (NVDA) 0.7 $2.3M 13k 174.40
3M Stock (MMM) 0.7 $2.3M 16k 145.23
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.7 $2.2M 4.8k 463.16
International Business Machs Stock (IBM) 0.7 $2.2M 9.1k 242.38
Home Depot Stock (HD) 0.7 $2.2M 6.6k 328.91
American Express Stock (AXP) 0.7 $2.2M 7.2k 302.47
Disney Walt Stock (DIS) 0.7 $2.1M 21k 96.38
Cisco Sys Stock (CSCO) 0.6 $2.0M 26k 77.59
Sherwin Williams Stock (SHW) 0.6 $2.0M 6.3k 320.56
Ishares Msci Eafe Growth Etf Etf (EFG) 0.6 $2.0M 18k 111.37
Bondbloxx Bloomberg Ten Year Target Duration Us Treasury Etf Etf (XTEN) 0.6 $1.9M 41k 45.86
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.6 $1.8M 6.4k 287.54
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.6 $1.8M 78k 22.91
Travelers Companies Stock (TRV) 0.6 $1.8M 6.1k 291.66
Ishares Mbs Etf Etf (MBB) 0.5 $1.6M 17k 94.95
Boeing Stock (BA) 0.5 $1.6M 8.1k 199.02
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.5 $1.4M 6.5k 218.76
Unitedhealth Group Stock (UNH) 0.5 $1.4M 5.3k 270.58
Nike Inc Cl B Stock (NKE) 0.4 $1.4M 26k 52.82
Ishares Long-term National Muni Bond Etf Etf (LMUB) 0.4 $1.4M 27k 49.93
Salesforce Stock (CRM) 0.4 $1.4M 7.3k 186.68
Vanguard Small-cap Growth Etf Etf (VBK) 0.4 $1.3M 392k 3.44
Spdr Gold Shares Etf (GLD) 0.4 $1.3M 3.1k 430.29
Palantir Technologies Inc Cl A Stock (PLTR) 0.4 $1.3M 8.9k 146.28
Caseys Gen Stores Stock (CASY) 0.4 $1.2M 1.6k 727.78
State Street Spdr S&p 500 Etf Etf (SPY) 0.3 $1.1M 262k 4.14
Ishares Core International Aggregate Bond Etf Etf (IAGG) 0.3 $1.0M 21k 50.04
Quanta Svcs Stock (PWR) 0.3 $1.0M 1.9k 548.97
Invesco Qqq Trust Series I Etf (QQQ) 0.3 $1.0M 1.8k 577.18
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.3 $979k 5.1k 191.92
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.3 $977k 11k 92.74
Ishares Msci Eafe Etf Etf (EFA) 0.3 $963k 9.9k 97.13
Micron Technology Stock (MU) 0.3 $947k 2.8k 337.82
Celanese Corp Del Stock (CE) 0.3 $933k 14k 65.77
Tesla Stock (TSLA) 0.3 $931k 2.5k 371.68
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.3 $930k 1.5k 616.76
Msci Stock (MSCI) 0.3 $909k 1.7k 538.95
Ishares Silver Trust Etf (SLV) 0.3 $898k 13k 68.14
Rollins Stock (ROL) 0.3 $878k 16k 53.41
Deere & Co Stock (DE) 0.3 $869k 1.5k 563.39
Smucker J M Stock (SJM) 0.3 $868k 9.0k 96.44
Starbucks Corp Stock (SBUX) 0.3 $867k 9.7k 89.59
Ishares Flexible Income Active Etf Etf (BINC) 0.3 $861k 17k 51.93
Lam Research Corp Stock (LRCX) 0.3 $826k 3.9k 213.67
Meta Platforms Inc Cl A Stock (META) 0.3 $815k 1.4k 572.03
Eli Lilly & Co Stock (LLY) 0.3 $798k 868.00 919.43
Cheniere Energy Stock (LNG) 0.2 $793k 2.8k 283.77
Constellation Brands Inc Cl A Stock (STZ) 0.2 $775k 5.2k 150.01
Nextera Energy Stock (NEE) 0.2 $770k 8.3k 92.88
Exxon Mobil Corp Stock (XOM) 0.2 $766k 4.5k 169.65
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.2 $758k 84k 9.04
Ishares Russell 2000 Etf Etf (IWM) 0.2 $747k 3.0k 248.00
Virtu Finl Inc Cl A Stock (VIRT) 0.2 $746k 17k 43.98
Advanced Micro Devices Stock (AMD) 0.2 $732k 3.6k 203.42
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.2 $718k 1.00 718140.00
Abbvie Stock (ABBV) 0.2 $713k 3.3k 217.52
Adobe Stock (ADBE) 0.2 $697k 2.9k 243.12
Huntington Ingalls Inds Stock (HII) 0.2 $691k 1.8k 379.90
Pepsico Stock (PEP) 0.2 $686k 4.4k 155.30
Prologis Reit (PLD) 0.2 $684k 5.2k 132.19
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.2 $679k 10k 67.53
Bank Of Amer Corp Stock (BAC) 0.2 $669k 14k 48.75
Brookfield Infrastructure Part Lp Int Unit Stock (BIP) 0.2 $665k 18k 36.12
Ulta Beauty Stock (ULTA) 0.2 $660k 1.3k 522.55
Arcosa Stock (ACA) 0.2 $658k 6.2k 106.14
Hca Healthcare Stock (HCA) 0.2 $643k 1.4k 473.41
Mplx Lp Com Unit Rep Stock (MPLX) 0.2 $642k 11k 57.07
Costco Wholesale Corporation Stock (COST) 0.2 $641k 643.00 997.06
Ishares U.s. Real Estate Etf Etf (IYR) 0.2 $639k 6.8k 94.56
Church & Dwight Stock (CHD) 0.2 $638k 6.8k 93.32
Ishares Preferred & Income Securities Etf Etf (PFF) 0.2 $619k 20k 30.32
Caci Intl Inc Cl A Stock (CACI) 0.2 $615k 1.1k 543.69
Automatic Data Processing Stock (ADP) 0.2 $606k 3.0k 203.21
Intellia Therapeutics Stock (NTLA) 0.2 $605k 47k 12.82
Ge Healthcare Technologies Stock (GEHC) 0.2 $602k 8.5k 71.18
Vanguard Small-cap Etf Etf (VB) 0.2 $590k 2.3k 261.92
Invesco Nasdaq 100 Etf Etf (QQQM) 0.2 $574k 2.4k 237.62
Fastenal Stock (FAST) 0.2 $572k 12k 46.40
Cbre Group Inc Cl A Stock (CBRE) 0.2 $568k 4.2k 135.46
Comfort Sys Usa Stock (FIX) 0.2 $567k 411.00 1378.99
Block Inc Cl A Stock (XYZ) 0.2 $564k 9.4k 60.18
Proshares Russell 2000 Dividend Growers Etf Etf (SMDV) 0.2 $562k 8.2k 68.79
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 0.2 $557k 9.4k 59.22
Ecolab Stock (ECL) 0.2 $548k 2.1k 266.01
Abbott Laboratories Stock (ABT) 0.2 $544k 5.3k 102.68
Uber Technologies Stock (UBER) 0.2 $542k 7.5k 71.93
Archer Daniels Midland Stock (ADM) 0.2 $539k 7.4k 72.69
Illinois Tool Wks Stock (ITW) 0.2 $538k 2.1k 260.26
Solventum Corp Stock (SOLV) 0.2 $533k 8.2k 65.30
Ww Grainger Stock (GWW) 0.2 $532k 488.00 1090.60
General Dynamics Corp Stock (GD) 0.2 $527k 1.5k 343.30
Albemarle Corp Stock (ALB) 0.2 $522k 2.9k 179.52
Cardinal Health Stock (CAH) 0.2 $519k 2.5k 211.29
Broadridge Finl Solutions Stock (BR) 0.2 $508k 3.1k 162.45
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.2 $505k 4.3k 118.61
Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU) 0.2 $503k 7.2k 70.14
Linde Stock (LIN) 0.2 $479k 966.00 495.75
Wp Carey Reit (WPC) 0.2 $477k 7.0k 67.96
Axon Enterprise Stock (AXON) 0.1 $474k 1.1k 424.75
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.1 $470k 9.3k 50.44
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.1 $465k 3.3k 141.42
Air Products And Chemicals Stock (APD) 0.1 $460k 1.6k 290.50
Colgate Palmolive Stock (CL) 0.1 $457k 5.4k 85.23
Stryker Corporation Stock (SYK) 0.1 $454k 1.4k 328.56
Direxion Auspice Broad Commodity Strategy Etf Etf (COM) 0.1 $450k 13k 33.57
Consolidated Edison Stock (ED) 0.1 $446k 3.9k 113.18
Rtx Corporation Stock (RTX) 0.1 $444k 2.3k 192.89
Atmos Energy Corp Stock (ATO) 0.1 $440k 2.4k 184.70
Lowes Cos Stock (LOW) 0.1 $433k 1.8k 236.31
Dover Corp Stock (DOV) 0.1 $426k 2.0k 208.48
Chubb Ltd Switz Stock (CB) 0.1 $420k 1.3k 325.84
C H Robinson Worldwide In Stock (CHRW) 0.1 $418k 2.5k 166.07
Vertiv Holdings Co Com Cl A Stock (VRT) 0.1 $416k 1.7k 250.58
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $411k 1.9k 215.10
Sea Ltd Sponsord Ads Adr (SE) 0.1 $408k 4.9k 82.81
Oracle Corp Stock (ORCL) 0.1 $404k 2.7k 147.11
State Street Spdr S&p Dividend Etf Etf (SDY) 0.1 $402k 2.8k 145.94
Cincinnati Finl Corp Stock (CINF) 0.1 $402k 2.6k 157.34
Global X Uranium Etf Etf (URA) 0.1 $402k 8.3k 48.43
Aflac Stock (AFL) 0.1 $398k 3.6k 109.72
Agnico Eagle Mines Stock (AEM) 0.1 $397k 2.0k 202.98
At&t Stock (T) 0.1 $394k 14k 28.99
Ishares Core High Dividend Etf Etf (HDV) 0.1 $394k 2.9k 135.72
Emerson Elec Stock (EMR) 0.1 $392k 3.0k 131.00
Target Corp Stock (TGT) 0.1 $390k 3.2k 121.20
Check Point Software Tech Ltd Ord Stock (CHKP) 0.1 $390k 2.7k 142.82
Nucor Corp Stock (NUE) 0.1 $388k 2.3k 169.10
Realty Income Corp Reit (O) 0.1 $381k 6.2k 61.18
Eversource Energy Stock (ES) 0.1 $373k 5.4k 69.28
Dow Hldgs Stock (DOW) 0.1 $369k 8.9k 41.65
Vanguard Total Stock Market Etf Etf (VTI) 0.1 $368k 282k 1.31
Expeditors Intl Wash Stock (EXPD) 0.1 $361k 2.5k 143.22
Cencora Stock (COR) 0.1 $357k 1.1k 314.14
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.1 $357k 4.9k 73.14
Medtronic Stock (MDT) 0.1 $353k 4.1k 86.65
Howmet Aerospace Stock (HWM) 0.1 $351k 1.5k 230.46
Emcor Group Stock (EME) 0.1 $351k 475.00 738.31
Carpenter Technology Corp Stock (CRS) 0.1 $350k 887.00 394.15
Ishares Systematic Bond Etf Etf (SYSB) 0.1 $348k 3.9k 89.00
Nordson Corp Stock (NDSN) 0.1 $346k 1.3k 266.15
Autozone Stock (AZO) 0.1 $345k 102.00 3377.78
Franklin Resources Stock (BEN) 0.1 $343k 15k 23.62
Ppg Inds Stock (PPG) 0.1 $342k 3.2k 106.89
Simon Ppty Group Reit (SPG) 0.1 $341k 1.8k 186.58
Kimberly-clark Corp Stock (KMB) 0.1 $339k 3.5k 96.47
Agree Rlty Corp Reit (ADC) 0.1 $338k 4.5k 75.38
Federal Rlty Invt Tr New Sh Ben Int Reit (FRT) 0.1 $338k 3.2k 106.22
Hormel Foods Corp Stock (HRL) 0.1 $332k 15k 22.65
Brown Forman Corp Cl B Stock (BF.B) 0.1 $331k 13k 26.44
Clorox Co Del Stock (CLX) 0.1 $328k 3.2k 103.62
Tractor Supply Stock (TSCO) 0.1 $328k 7.2k 45.30
Pentair Stock (PNR) 0.1 $324k 3.7k 87.10
West Pharmaceutical Svsc Stock (WST) 0.1 $318k 1.3k 250.68
Essex Ppty Tr Reit (ESS) 0.1 $318k 1.3k 241.93
Henry Jack & Assoc Stock (JKHY) 0.1 $317k 2.0k 158.04
Intercontinental Exchange Stock (ICE) 0.1 $316k 2.0k 157.28
Cintas Corp Stock (CTAS) 0.1 $315k 1.9k 169.10
Smith A O Corp Stock (AOS) 0.1 $315k 4.8k 65.93
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.1 $312k 2.4k 132.50
Ishares Esg Msci Kld 400 Etf Etf (DSI) 0.1 $312k 2.6k 121.19
Amcor Stock (AMCR) 0.1 $312k 7.8k 39.75
Becton Dickinson & Co Stock (BDX) 0.1 $311k 2.0k 157.21
Kenvue Stock (KVUE) 0.1 $307k 18k 17.24
Vanguard S&p 500 Etf Etf (VOO) 0.1 $306k 512.00 597.88
Citigroup Stock (C) 0.1 $306k 2.7k 113.39
Roper Technologies Stock (ROP) 0.1 $306k 863.00 353.95
Brown & Brown Stock (BRO) 0.1 $305k 4.7k 65.21
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) 0.1 $303k 3.3k 92.69
Intuit Stock (INTU) 0.1 $301k 696.00 432.38
Stanley Black & Decker Stock (SWK) 0.1 $299k 4.2k 71.05
Comcast Corp New Cl A Stock (CMCSA) 0.1 $299k 10k 28.71
Ishares Gold Trust Etf (IAU) 0.1 $298k 3.4k 88.15
Erie Indty Co Cl A Stock (ERIE) 0.1 $298k 1.2k 251.36
S&p Global Stock (SPGI) 0.1 $296k 695.00 425.52
Globe Life Stock (GL) 0.1 $296k 2.1k 139.17
Sysco Corp Stock (SYY) 0.1 $292k 4.1k 71.32
Novo-nordisk A S Adr (NVO) 0.1 $291k 7.9k 36.75
Vanguard Growth Etf Etf (VUG) 0.1 $285k 653.00 436.64
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.1 $284k 2.4k 118.45
Price T Rowe Group Stock (TROW) 0.1 $279k 3.1k 90.15
Vanguard Value Etf Etf (VTV) 0.1 $275k 1.4k 196.14
Monster Beverage Corp Stock (MNST) 0.1 $273k 3.8k 72.46
Thermo Fisher Scientific Stock (TMO) 0.1 $273k 555.00 491.53
Factset Resh Sys Stock (FDS) 0.1 $269k 1.2k 216.94
Equity Lifestyle Properties Reit (ELS) 0.1 $266k 4.3k 62.42
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.1 $265k 1.8k 144.71
Descartes Sys Group Stock (DSGX) 0.1 $260k 3.6k 71.56
Royal Caribbean Group Stock (RCL) 0.1 $259k 940.00 275.18
Ge Vernova Stock (GEV) 0.1 $257k 294.00 873.14
Mettler Toledo International Stock (MTD) 0.1 $256k 203.00 1261.20
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.1 $255k 4.6k 55.20
Genuine Parts Stock (GPC) 0.1 $254k 2.4k 105.74
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.1 $249k 1.9k 128.14
Cms Energy Corp Stock (CMS) 0.1 $247k 3.2k 77.58
Vanguard Mid-cap Value Etf Etf (VOE) 0.1 $244k 1.3k 184.28
Vanguard Russell 1000 Value Etf Etf (VONV) 0.1 $241k 2.6k 93.74
Copart Stock (CPRT) 0.1 $237k 7.1k 33.20
Global X Msci Argentina Etf Etf (ARGT) 0.1 $236k 2.5k 93.33
Ishares Msci United Kingdom Etf Etf (EWU) 0.1 $235k 5.2k 45.56
American Elec Pwr Stock (AEP) 0.1 $234k 1.8k 131.08
Eaton Corp Stock (ETN) 0.1 $233k 650.00 357.67
Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.1 $226k 5.0k 45.47
Applovin Corp Com Cl A Stock (APP) 0.1 $225k 566.00 398.00
Cummins Stock (CMI) 0.1 $225k 418.00 538.02
Global Pmts Stock (GPN) 0.1 $224k 3.3k 67.30
Qualcomm Stock (QCOM) 0.1 $220k 1.7k 128.78
Boston Scientific Corp Stock (BSX) 0.1 $214k 3.4k 62.75
Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $209k 1.7k 124.28
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.1 $205k 2.2k 91.37
Vail Resorts Stock (MTN) 0.1 $205k 1.6k 128.33
Netflix Stock (NFLX) 0.1 $202k 2.1k 96.15
Wells Fargo & Co Stock (WFC) 0.1 $201k 2.5k 79.61
Tjx Cos Stock (TJX) 0.1 $197k 1.2k 159.70
Ishares U.s. Regional Banks Etf Etf (IAT) 0.1 $193k 3.6k 53.84
Allstate Corp Stock (ALL) 0.1 $191k 921.00 207.34
Quest Diagnostics Stock (DGX) 0.1 $189k 964.00 195.98
Mastercard Incorporated Cl A Stock (MA) 0.1 $188k 375.00 500.31
Marathon Pete Corp Stock (MPC) 0.1 $186k 760.00 244.18
Pfizer Stock (PFE) 0.1 $185k 6.6k 28.08
Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $183k 2.0k 90.53
Oneok Stock (OKE) 0.1 $181k 2.0k 90.39
Fedex Corp Stock (FDX) 0.1 $177k 497.00 356.20
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.1 $173k 1.6k 109.69
Oreilly Automotive Stock (ORLY) 0.1 $172k 1.9k 92.31
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE) 0.1 $172k 4.3k 40.10
Gallagher Arthur J & Co Stock (AJG) 0.1 $170k 785.00 216.58
Argenx Se Adr (ARGX) 0.1 $168k 230.00 730.25
Ishares Esg Aware Msci Usa Value Etf Etf (EVUS) 0.1 $166k 5.2k 31.83
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.1 $163k 1.9k 86.71
The Campbells Company Stock (CPB) 0.1 $160k 7.2k 22.27
Vanguard Total International Stock Etf Etf (VXUS) 0.0 $157k 157k 1.00
Davita Stock (DVA) 0.0 $156k 1.0k 153.69
Fifth Third Bancorp Stock (FITB) 0.0 $155k 3.3k 46.46
Waters Corp Stock (WAT) 0.0 $154k 518.00 297.94
Intel Corp Stock (INTC) 0.0 $154k 3.5k 44.12
Schein Henry Stock (HSIC) 0.0 $154k 2.1k 73.70
Resmed Stock (RMD) 0.0 $153k 682.00 224.48
Vanguard Total Bond Market Etf Etf (BND) 0.0 $153k 153k 1.00
Enterprise Prods Partners Stock (EPD) 0.0 $152k 4.0k 37.84
Ge Aerospace Stock (GE) 0.0 $150k 530.00 283.79
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $147k 376.00 391.76
Bristol-myers Squibb Stock (BMY) 0.0 $147k 2.4k 60.65
First Trust Value Line Dividend Index Fund Etf (FVD) 0.0 $147k 3.1k 47.03
Waste Mgmt Inc Del Stock (WM) 0.0 $146k 635.00 229.79
Union Pac Corp Stock (UNP) 0.0 $146k 600.00 242.62
Vanguard Mid-cap Growth Etf Etf (VOT) 0.0 $145k 565.00 257.35
Idexx Labs Stock (IDXX) 0.0 $145k 258.00 561.89
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.0 $145k 1.4k 100.62
Norfolk Southn Corp Stock (NSC) 0.0 $144k 500.00 287.00
Elbit Sys Ltd Ord Stock (ESLT) 0.0 $144k 169.00 849.09
Regeneron Pharmaceuticals Stock (REGN) 0.0 $142k 184.00 773.11
Canadian Natl Ry Stock (CNI) 0.0 $142k 1.4k 102.77
Ishares Convertible Bond Etf Etf (ICVT) 0.0 $141k 1.4k 101.78
Exelon Corp Stock (EXC) 0.0 $140k 2.9k 49.02
Bluerock Pvt Real Estate Cef (BPRE) 0.0 $140k 8.4k 16.61
Alamos Gold Inc Com Cl A Stock (AGI) 0.0 $139k 3.1k 44.43
Steel Dynamics Stock (STLD) 0.0 $137k 758.00 180.06
Barrick Mng Corp Stock (B) 0.0 $135k 3.3k 40.79
Generac Hldgs Stock (GNRC) 0.0 $134k 685.00 195.33
Pnc Finl Svcs Group Stock (PNC) 0.0 $134k 642.00 208.09
Unilever Adr (UL) 0.0 $133k 2.3k 56.97
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $132k 1.0k 126.28
Blackrock Stock (BLK) 0.0 $132k 137.00 961.71
Southern Stock (SO) 0.0 $129k 1.3k 96.52
Aptargroup Stock (ATR) 0.0 $128k 1.0k 126.02
Cohen & Steers Infrastructure Cef (UTF) 0.0 $126k 4.9k 25.88
General Mtrs Stock (GM) 0.0 $126k 1.7k 74.51
Old Dominion Freight Line Stock (ODFL) 0.0 $125k 641.00 195.41
Ishares Select Dividend Etf Etf (DVY) 0.0 $125k 823.00 151.41
Teradyne Stock (TER) 0.0 $125k 420.00 296.46
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) 0.0 $124k 1.6k 75.45
Kinross Gold Corp Stock (KGC) 0.0 $118k 3.9k 30.52
Public Storage Oper Reit (PSA) 0.0 $116k 427.00 270.88
Carrier Global Corporation Stock (CARR) 0.0 $115k 2.1k 56.31
Invesco S&p Midcap Low Volatility Etf Etf (XMLV) 0.0 $115k 1.8k 62.97
Donaldson Stock (DCI) 0.0 $115k 1.4k 84.87
Chemed Corp Stock (CHE) 0.0 $114k 301.00 377.74
Cgi Inc Cl A Sub Vtg Stock (GIB) 0.0 $111k 1.5k 73.10
Ishares Msci World Etf Etf (URTH) 0.0 $111k 617.00 180.02
Mp Materials Corp Com Cl A Stock (MP) 0.0 $111k 2.3k 48.25
Broadcom Stock (AVGO) 0.0 $109k 352.00 309.51
Versant Media Group Inc Com Cl A Stock (VSNT) 0.0 $107k 2.9k 37.02
Metlife Stock (MET) 0.0 $107k 1.5k 70.73
Actinium Pharmaceuticals Stock (ATNM) 0.0 $107k 107k 1.00
Voyager Technologies Inc Com Cl A Stock (VOYG) 0.0 $106k 4.5k 23.39
Ciena Corp Stock (CIEN) 0.0 $106k 272.00 388.23
Hims & Hers Health Inc Com Cl A Stock (HIMS) 0.0 $104k 5.0k 20.76
Bloom Energy Corp Com Cl A Stock (BE) 0.0 $103k 757.00 135.49
Spotify Technology S A Stock (SPOT) 0.0 $102k 211.00 484.91
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.0 $100k 1.0k 95.62
Philip Morris Intl Stock (PM) 0.0 $99k 600.00 165.34
Prudential Finl Stock (PRU) 0.0 $99k 1.0k 97.69
Celestica Stock (CLS) 0.0 $98k 349.00 281.68
Hewlett Packard Enterprise Stock (HPE) 0.0 $98k 4.1k 23.81
Amer Sports Stock (AS) 0.0 $98k 3.0k 32.92
Payoneer Global Stock (PAYO) 0.0 $97k 20k 4.83
Lockheed Martin Corp Stock (LMT) 0.0 $97k 160.00 603.33
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL) 0.0 $97k 1.9k 50.80
Conocophillips Stock (COP) 0.0 $96k 729.00 132.00
Parker-hannifin Corp Stock (PH) 0.0 $96k 107.00 895.24
Vanguard Small Cap Value Etf Etf (VBR) 0.0 $96k 440.00 217.15
Timken Stock (TKR) 0.0 $95k 946.00 100.57
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $94k 240.00 390.41
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $93k 2.4k 38.42
Advanced Energy Inds Stock (AEIS) 0.0 $92k 286.00 322.71
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) 0.0 $91k 1.9k 47.55
Kroger Stock (KR) 0.0 $90k 1.2k 72.36
Nutanix Inc Cl A Stock (NTNX) 0.0 $88k 2.3k 38.00
Embraer Adr (EMBJ) 0.0 $88k 1.5k 59.34
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.0 $87k 3.7k 23.14
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $85k 1.2k 70.18
Citizens Finl Group Stock (CFG) 0.0 $85k 1.4k 59.97
Interdigital Stock (IDCC) 0.0 $85k 281.00 302.00
Coherent Corp Stock (COHR) 0.0 $83k 348.00 238.21
Dte Energy Stock (DTE) 0.0 $82k 563.00 146.22
Altria Group Stock (MO) 0.0 $82k 1.2k 65.99
Duke Energy Corp Stock (DUK) 0.0 $82k 623.00 130.94
Fs Credit Opportunities Corp Cef (FSCO) 0.0 $81k 16k 5.10
Gentex Corp Stock (GNTX) 0.0 $81k 3.7k 21.85
Victoryshares Us 500 Enhanced Volatility Wtd Etf Etf (CFO) 0.0 $80k 1.1k 74.15
Ishares World Ex U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTD) 0.0 $80k 1.4k 55.29
Tc Energy Corp Stock (TRP) 0.0 $79k 1.3k 62.60
Otis Worldwide Corp Stock (OTIS) 0.0 $79k 1.0k 77.08
Galaxy Digital Inc. Cl A Stock (GLXY) 0.0 $74k 4.0k 18.45
Enersys Stock (ENS) 0.0 $72k 414.00 173.72
Entergy Corp Stock (ETR) 0.0 $71k 631.00 112.36
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.0 $70k 593.00 118.60
Invesco Bulletshares 2026 High Yield Corp Bond Etf Etf (BSJQ) 0.0 $70k 3.0k 23.17
Ishares Tips Bond Etf Etf (TIP) 0.0 $70k 630.00 110.33
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.0 $69k 700.00 97.91
Us Bancorp Stock (USB) 0.0 $68k 1.3k 52.01
Eaton Vance Tax-managed Global Cef (EXG) 0.0 $68k 7.8k 8.66
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $67k 340.00 198.29
Ishares Future Ai & Tech Etf Etf (ARTY) 0.0 $66k 1.4k 46.53
Digital Rlty Tr Reit (DLR) 0.0 $66k 364.00 180.21
Cion Invt Corp Stock (CION) 0.0 $65k 9.5k 6.84
BP Adr (BP) 0.0 $63k 1.3k 47.00
Cohu Stock (COHU) 0.0 $62k 2.0k 30.62
Fs Kkr Cap Corp Cef (FSK) 0.0 $62k 6.1k 10.18
Hasbro Stock (HAS) 0.0 $62k 660.00 93.60
Csx Corp Stock (CSX) 0.0 $61k 1.5k 41.05
Wheaton Precious Metals Corp Stock (WPM) 0.0 $61k 465.00 131.01
Kulicke & Soffa Inds Stock (KLIC) 0.0 $59k 904.00 65.72
Canadian Pacific Kansas City Stock (CP) 0.0 $59k 750.00 78.66
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.0 $59k 608.00 96.64
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.0 $57k 548.00 103.41
Dt Midstream Stock (DTM) 0.0 $56k 417.00 134.67
Rio Tinto Adr (RIO) 0.0 $56k 600.00 93.29
Bank New York Mellon Corp Stock (BK) 0.0 $54k 455.00 118.63
Graham Hldgs Co Com Cl B Stock (GHC) 0.0 $53k 50.00 1057.26
Eog Res Stock (EOG) 0.0 $52k 360.00 144.57
Public Svc Enterprise Group Stock (PEG) 0.0 $52k 636.00 80.95
Enbridge Stock (ENB) 0.0 $51k 943.00 54.14
Nisource Stock (NI) 0.0 $51k 1.1k 46.66
Canadian Nat Res Ltd Med Term Stock (CNQ) 0.0 $51k 1.0k 48.73
Kimco Realty Corp Reit (KIM) 0.0 $51k 2.3k 22.47
Healthpeak Properties Reit (DOC) 0.0 $51k 3.1k 16.43
Ishares U.s. Etf Trust Ishares Gsci Commodity Dynamic Roll Strategy Etf Etf (COMT) 0.0 $50k 1.5k 33.81
Digitalocean Hldgs Stock (DOCN) 0.0 $50k 581.00 85.78
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.0 $49k 332.00 148.10
Schwab Charles Corp Stock (SCHW) 0.0 $49k 518.00 93.98
Corning Stock (GLW) 0.0 $48k 355.00 135.97
Kinder Morgan Inc Del Stock (KMI) 0.0 $48k 1.4k 33.53
Crh Plc Ord Stock (CRH) 0.0 $47k 451.00 105.12
Dicks Sporting Goods Stock (DKS) 0.0 $47k 239.00 198.29
Greenbrier Cos Stock (GBX) 0.0 $46k 873.00 52.65
Huntington Bancshares Stock (HBAN) 0.0 $45k 2.9k 15.65
Ishares Msci Emerging Markets Etf Etf (EEM) 0.0 $45k 797.00 56.77
Phillips 66 Stock (PSX) 0.0 $45k 247.00 182.18
Netapp Stock (NTAP) 0.0 $45k 439.00 102.39
Ovintiv Stock (OVV) 0.0 $45k 755.00 59.36
Black Hills Corp Stock (BKH) 0.0 $44k 639.00 69.41
Delta Air Lines Stock (DAL) 0.0 $44k 667.00 66.48
Newmont Corp Stock (NEM) 0.0 $43k 400.00 108.25
Clearway Energy Inc Cl C Stock (CWEN) 0.0 $43k 1.1k 39.29
Truist Finl Corp Stock (TFC) 0.0 $42k 908.00 45.97
Taiwan Semiconductor Manufact Adr (TSM) 0.0 $41k 121.00 337.95
Omnicom Group Stock (OMC) 0.0 $41k 538.00 75.31
Zimmer Biomet Holdings Stock (ZBH) 0.0 $40k 445.00 90.42
Wendys Stock (WEN) 0.0 $40k 5.8k 6.95
Mosaic Stock (MOS) 0.0 $40k 1.6k 25.50
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.0 $39k 81.00 479.20
State Street Spdr Bloomberg International Treasury Bond Etf Etf (BWX) 0.0 $39k 1.8k 21.95
Global Net Lease Reit (GNL) 0.0 $37k 4.0k 9.36
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.0 $37k 366.00 100.72
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS) 0.0 $37k 1.0k 35.44
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA) 0.0 $37k 1.6k 22.33
HP Stock (HPQ) 0.0 $36k 1.9k 19.21
Ferguson Enterprises Stock (FERG) 0.0 $36k 155.00 233.26
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.0 $36k 246.00 145.46
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.0 $36k 125.00 286.04
Meritage Homes Corp Stock (MTH) 0.0 $35k 570.00 61.84
Morgan Stanley Stock (MS) 0.0 $35k 211.00 164.57
Ishares U.s. Telecommunications Etf Etf (IYZ) 0.0 $33k 840.00 39.32
Jacobs Solutions Stock (J) 0.0 $33k 256.00 127.28
Hartford Multifactor Developed Markets Etf (RODM) 0.0 $32k 811.00 39.42
Analog Devices Stock (ADI) 0.0 $32k 100.00 318.14
Paychex Stock (PAYX) 0.0 $32k 343.00 92.12
Dominion Energy Stock (D) 0.0 $32k 511.00 61.82
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.0 $31k 395.00 78.41
Defiance Quantum Etf Etf (QTUM) 0.0 $31k 285.00 107.30
Pinnacle West Cap Corp Stock (PNW) 0.0 $30k 300.00 100.75
First Trust Wcm International Equity Etf Etf (WCMI) 0.0 $30k 1.8k 16.77
Ford Mtr Stock (F) 0.0 $30k 2.6k 11.54
Lamar Advertising Co Cl A Reit (LAMR) 0.0 $29k 232.00 126.66
Doximity Inc Cl A Stock (DOCS) 0.0 $29k 1.3k 23.30
Lyft Inc Cl A Stock (LYFT) 0.0 $28k 2.1k 13.30
Annaly Capital Management Reit (NLY) 0.0 $27k 1.3k 21.15
Vanguard Real Estate Etf Etf (VNQ) 0.0 $27k 307.00 88.61
Wec Energy Group Stock (WEC) 0.0 $27k 231.00 115.77
Suncor Energy Stock (SU) 0.0 $26k 400.00 66.11
Constellation Energy Corp Stock (CEG) 0.0 $26k 93.00 279.25
Ishares S&p 100 Etf Etf (OEF) 0.0 $25k 80.00 318.07
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $25k 59.00 426.41
Asml Hldg Nv N Y Registry Adr (ASML) 0.0 $25k 19.00 1320.84
Franklin Bsp Rlty Tr Reit (FBRT) 0.0 $25k 3.0k 8.49
Ishares U.s. Technology Etf Etf (IYW) 0.0 $25k 137.00 181.42
Fs Specialty Lending Fd Com Sh Ben Int Cef (FSSL) 0.0 $25k 2.0k 12.51
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $24k 381.00 64.08
Ishares High Yield Muni Active Etf Etf (HIMU) 0.0 $24k 502.00 47.98
Global X Artificial Intelligence & Technology Etf Etf (AIQ) 0.0 $24k 511.00 46.67
Dell Technologies Inc Cl C Stock (DELL) 0.0 $24k 144.00 164.13
Calamos Conv Opportunities & I Sh Ben Int Cef (CHI) 0.0 $24k 2.2k 10.74
Agnc Invt Corp Reit (AGNC) 0.0 $24k 2.4k 10.03
Corteva Stock (CTVA) 0.0 $23k 280.00 83.71
Centerpoint Energy Stock (CNP) 0.0 $23k 543.00 43.16
Ishares Esg Advanced Universal Usd Bond Etf Etf (EUSB) 0.0 $23k 535.00 43.50
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG) 0.0 $23k 453.00 51.23
Fortune Brands Innovations Stock (FBIN) 0.0 $23k 588.00 38.97
Royal Gold Stock (RGLD) 0.0 $23k 90.00 254.49
Global X Silver Miners Etf Etf (SIL) 0.0 $23k 253.00 90.08
Gold Fields Adr (GFI) 0.0 $23k 500.00 45.40
L3harris Technologies Stock (LHX) 0.0 $22k 65.00 345.15
State Street Spdr S&p Metals & Mining Etf Etf (XME) 0.0 $22k 206.00 108.01
Gilead Sciences Stock (GILD) 0.0 $22k 159.00 139.37
Vistra Corp Stock (VST) 0.0 $22k 147.00 150.33
Omega Healthcare Invs Reit (OHI) 0.0 $22k 500.00 43.82
Rocket Lab Corp Stock (RKLB) 0.0 $22k 340.00 64.22
Sempra Stock (SRE) 0.0 $21k 220.00 97.17
Wintrust Finl Corp Stock (WTFC) 0.0 $21k 150.00 138.94
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.0 $21k 217.00 95.75
Teck Resources Ltd Cl B Stock (TECK) 0.0 $21k 400.00 51.75
Kla Corp Stock (KLAC) 0.0 $21k 14.00 1472.43
Bwx Technologies Stock (BWXT) 0.0 $20k 100.00 204.49
Williams Cos Stock (WMB) 0.0 $20k 272.00 72.78
Vontier Corporation Stock (VNT) 0.0 $19k 547.00 35.47
Amphenol Corp Cl A Stock (APH) 0.0 $19k 153.00 126.35
The Cigna Group Stock (CI) 0.0 $19k 72.00 266.75
Applied Matls Stock (AMAT) 0.0 $19k 55.00 341.78
Edison Intl Stock (EIX) 0.0 $19k 255.00 73.18
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $19k 87.00 213.67
Danaher Corp Del Stock (DHR) 0.0 $18k 97.00 189.60
Capital One Finl Corp Stock (COF) 0.0 $18k 96.00 182.43
Crown Castle Reit (CCI) 0.0 $18k 215.00 81.31
Gabelli Equity Tr Cef (GAB) 0.0 $17k 3.1k 5.60
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $17k 91.00 189.59
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV) 0.0 $17k 155.00 110.39
Cme Group Stock (CME) 0.0 $17k 57.00 295.35
First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.0 $17k 244.00 68.28
Cal Maine Foods Stock (CALM) 0.0 $16k 207.00 79.15
Fidelity Natl Finl Stock (FNF) 0.0 $16k 352.00 46.38
Aura Minerals Stock (AUGO) 0.0 $16k 200.00 81.60
Qnity Electronics Stock (Q) 0.0 $16k 140.00 115.38
Intuitive Surgical Stock (ISRG) 0.0 $16k 35.00 461.00
Arista Networks Stock (ANET) 0.0 $16k 131.00 122.78
Ingersoll Rand Stock (IR) 0.0 $16k 200.00 80.12
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $16k 51.00 313.80
Pan Amern Silver Corp Stock (PAAS) 0.0 $16k 290.00 54.63
Sprott Asset Management Lp Physical Silver Cef (PSLV) 0.0 $16k 640.00 24.39
State Street Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN) 0.0 $16k 503.00 30.79
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $15k 260.00 57.72
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $15k 277.00 53.38
United Airls Hldgs Stock (UAL) 0.0 $15k 160.00 92.07
Palo Alto Networks Stock (PANW) 0.0 $14k 88.00 160.32
Global X U.s. Infrastructure Development Etf Etf (PAVE) 0.0 $14k 275.00 50.81
Vanguard Information Technology Etf Etf (VGT) 0.0 $14k 20.00 697.70
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) 0.0 $14k 420.00 33.22
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT) 0.0 $14k 301.00 46.16
Dupont De Nemours Stock (DD) 0.0 $14k 301.00 45.80
Ventas Reit (VTR) 0.0 $14k 168.00 81.78
United Parcel Svcs Inc Cl B Stock (UPS) 0.0 $13k 136.00 98.38
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.0 $13k 325.00 40.47
Vaneck Semiconductor Etf Etf (SMH) 0.0 $13k 34.00 383.41
Mckesson Corp Stock (MCK) 0.0 $13k 15.00 865.33
Pg&e Corp Stock (PCG) 0.0 $13k 736.00 17.57
Manulife Finl Corp Stock (MFC) 0.0 $13k 372.00 34.44
Roundhill Generative Ai & Technology Etf Stock (CHAT) 0.0 $13k 204.00 61.85
Marvell Technology Stock (MRVL) 0.0 $12k 123.00 99.05
Texas Instrs Stock (TXN) 0.0 $12k 62.00 194.15
Ark Autonomous Technology & Robotics Etf Etf (ARKQ) 0.0 $12k 106.00 112.45
Occidental Pete Corp Stock (OXY) 0.0 $12k 183.00 65.10
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB) 0.0 $12k 130.00 91.52
Aes Corp Stock (AES) 0.0 $12k 844.00 14.09
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.0 $12k 57.00 208.05
State Street Spdr S&p International Dividend Etf Etf (DWX) 0.0 $12k 260.00 45.60
Wisdomtree Artificial Intelligence And Innovation Fund Etf (WTAI) 0.0 $12k 417.00 28.23
Cenovus Energy Stock (CVE) 0.0 $12k 436.00 26.53
Ishares Global Comm Services Etf Etf (IXP) 0.0 $12k 100.00 114.86
American Wtr Wks Stock (AWK) 0.0 $11k 84.00 136.10
Sprott Gold Miners Etf Etf (SGDM) 0.0 $11k 150.00 75.49
Gaming & Leisure P Reit (GLPI) 0.0 $11k 254.00 44.37
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.0 $11k 177.00 62.56
Firstenergy Corp Stock (FE) 0.0 $11k 217.00 50.66
Permian Resources Corp Class A Stock (PR) 0.0 $11k 506.00 21.32
Equinix Reit (EQIX) 0.0 $11k 11.00 980.27
Rockwell Automation Stock (ROK) 0.0 $11k 30.00 358.87
Hf Sinclair Corp Stock (DINO) 0.0 $11k 172.00 62.39
Magna Intl Stock (MGA) 0.0 $11k 192.00 55.81
Gxo Logistics Incorporated Stock (GXO) 0.0 $10k 200.00 51.85
Shell Plc Spon Ads Adr (SHEL) 0.0 $10k 108.00 93.00
Ishares Semiconductor Etf Etf (SOXX) 0.0 $10k 30.00 333.23
Sprott Asset Management Lp Physical Gold An Cef (CEF) 0.0 $9.5k 200.00 47.72
Sofi Technologies Stock (SOFI) 0.0 $9.5k 600.00 15.88
Imperial Oil Stock (IMO) 0.0 $9.4k 72.00 130.82
Opendoor Technologies Stock (OPEN) 0.0 $9.4k 2.0k 4.68
Procure Space Etf Etf (UFO) 0.0 $9.2k 205.00 44.81
Evergy Stock (EVRG) 0.0 $9.2k 112.00 81.92
South Bow Corp Stock (SOBO) 0.0 $9.1k 274.00 33.32
Ast Spacemobile Inc Com Cl A Stock (ASTS) 0.0 $9.0k 108.00 82.87
Oge Energy Corp Stock (OGE) 0.0 $8.9k 185.00 47.96
Unitil Corp Stock (UTL) 0.0 $8.8k 168.00 52.24
First Majestic Silver Corp Stock (AG) 0.0 $8.6k 400.00 21.48
Voya Glbl Eqty Div & Prem Opp Cef (IGD) 0.0 $8.5k 1.5k 5.70
Motorola Solutions Stock (MSI) 0.0 $8.2k 19.00 433.95
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) 0.0 $8.2k 208.00 39.43
Vanguard Mid-cap Etf Etf (VO) 0.0 $7.8k 27.00 287.19
Cleveland-cliffs Stock (CLF) 0.0 $7.7k 910.00 8.45
Symbotic Inc Class A Stock (SYM) 0.0 $7.4k 140.00 53.20
Brightspire Capital Inc Com Cl A Reit (BRSP) 0.0 $7.4k 1.3k 5.60
Tonix Pharmaceuticals Hldg Stock (TNXP) 0.0 $7.3k 533.00 13.75
Guggenheim Strategic Opportun Com Sbi Cef (GOF) 0.0 $7.3k 659.00 11.02
Ppl Corp Stock (PPL) 0.0 $7.1k 187.00 38.20
International Paper Stock (IP) 0.0 $7.1k 200.00 35.70
Independence Rlty Tr Reit (IRT) 0.0 $7.0k 467.00 14.89
Sun Cmntys Reit (SUI) 0.0 $6.9k 55.00 125.96
Ishares Us Financial Services Etf Etf (IYG) 0.0 $6.7k 81.00 82.84
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.0 $6.7k 181.00 36.84
Eqt Corp Stock (EQT) 0.0 $6.4k 100.00 63.64
State Street Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP) 0.0 $6.4k 35.00 181.83
Dynex Cap Reit (DX) 0.0 $6.3k 492.00 12.77
Roku Inc Com Cl A Stock (ROKU) 0.0 $6.2k 65.00 94.62
Invesco S&p 500 Top 50 Etf Etf (XLG) 0.0 $6.0k 110.00 54.55
Brookfield Infrastructure Corp Com Sub Vtg A Stock (BIPC) 0.0 $6.0k 151.00 39.52
Western Digital Corp Stock (WDC) 0.0 $6.0k 22.00 270.50
Amplify Junior Silver Miners Etf Etf (SILJ) 0.0 $5.9k 200.00 29.72
Vanguard Mega Cap Etf Etf (MGC) 0.0 $5.9k 25.00 236.36
Vanguard Utilities Etf Etf (VPU) 0.0 $5.7k 29.00 198.14
Advent Conv & Income Cef (AVK) 0.0 $5.5k 495.00 11.16
Arbor Realty Trust Reit (ABR) 0.0 $5.5k 709.00 7.71
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.0 $5.4k 57.00 93.93
Centerra Gold Stock (CGAU) 0.0 $5.3k 300.00 17.79
Tpg Mtg Invts Tr Reit (MITT) 0.0 $5.2k 712.00 7.31
Hershey Stock (HSY) 0.0 $5.2k 25.00 207.88
Ameren Corp Stock (AEE) 0.0 $5.2k 47.00 109.91
GSK Adr (GSK) 0.0 $5.0k 90.00 55.19
Duolingo Inc Cl A Stock (DUOL) 0.0 $4.9k 50.00 98.58
Vanguard Health Care Etf Etf (VHT) 0.0 $4.9k 18.00 272.33
Solstice Advanced Matls Stock (SOLS) 0.0 $4.8k 63.00 76.73
Roundhill Magnificent Seven Etf Etf (MAGS) 0.0 $4.8k 82.00 57.94
Ark Innovation Etf Etf (ARKK) 0.0 $4.6k 68.00 67.59
Overlay Shares Hedged Large Cap Equity Etf Etf (OVLH) 0.0 $4.5k 120.00 37.87
Innovator Equity Managed Floor Etf Etf (SFLR) 0.0 $4.5k 128.00 35.41
Franklin Responsibly Sourced Gold Etf Etf (FGDL) 0.0 $4.5k 72.00 62.17
Alliant Energy Corp Stock (LNT) 0.0 $4.4k 61.00 71.75
Red Cat Hldgs Stock (RCAT) 0.0 $4.3k 327.00 13.09
Texas Pacific Land Corporation Stock (TPL) 0.0 $4.3k 9.00 474.56
Innovator International Developed Managed Floor Etf Etf (IFLR) 0.0 $4.0k 79.00 50.39
Rumble Inc Com Cl A Stock (RUM) 0.0 $3.9k 773.00 5.10
Herbalife Stock (HLF) 0.0 $3.9k 266.00 14.72
Abrdn Income Credit Strategies Cef (ACP) 0.0 $3.9k 759.00 5.10
Whirlpool Corp Stock (WHR) 0.0 $3.8k 71.00 53.92
Ishares Msci Japan Etf Etf (EWJ) 0.0 $3.8k 45.00 84.44
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $3.8k 48.00 78.67
State Street Health Care Select Sector Spdr Etf Etf (XLV) 0.0 $3.7k 25.00 146.60
Ishares Msci India Etf Etf (INDA) 0.0 $3.5k 75.00 46.84
Lifetime Brands Stock (LCUT) 0.0 $3.4k 600.00 5.74
Quince Therapeutics Stock 0.0 $3.3k 33k 0.10
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.0 $3.3k 59.00 55.61
Cameco Corp Stock (CCJ) 0.0 $3.3k 30.00 108.60
The Beachbody Company Inc Com Cl A Stock (BODI) 0.0 $3.3k 300.00 10.86
Universal Health Rlty Income Sh Ben Int Reit (UHT) 0.0 $3.2k 80.00 40.48
Vanguard Total World Stock Etf Etf (VT) 0.0 $3.2k 23.00 139.83
Akebia Threapeutics Stock (AKBA) 0.0 $3.2k 2.3k 1.39
Goldman Sachs Nasdaq-100 Premium Income Etf Etf (GPIQ) 0.0 $3.2k 64.00 49.67
Grayscale Bitcoin Trust Etf Etf (GBTC) 0.0 $3.2k 60.00 52.77
Vulcan Matls Stock (VMC) 0.0 $3.0k 11.00 272.27
Magnum Ice Cream Co Nv Ord Stock (MICC) 0.0 $3.0k 200.00 14.95
Dollar Gen Corp Stock (DG) 0.0 $3.0k 25.00 118.72
Freeport Mcmoran Inc Cl B Stock (FCX) 0.0 $2.9k 50.00 58.78
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.0 $2.9k 39.00 75.10
Lincoln Natl Corp Ind Stock (LNC) 0.0 $2.8k 80.00 35.50
Tapestry Stock (TPR) 0.0 $2.8k 20.00 141.10
Blue Owl Capital Corporation Cef (OBDC) 0.0 $2.8k 250.00 11.06
Peakstone Realty Trust Common Shares Reit (PKST) 0.0 $2.7k 131.00 20.89
Vaneck Rare Earth And Strategic Metals Etf Etf (REMX) 0.0 $2.6k 30.00 88.00
Applied Digital Corp Stock (APLD) 0.0 $2.6k 110.00 23.74
Carnival Corp Stock (CCL) 0.0 $2.6k 100.00 25.88
Iterum Therapeutics Stock 0.0 $2.5k 83k 0.03
Franco Nev Corp Stock (FNV) 0.0 $2.5k 10.00 247.10
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $2.4k 87.00 27.46
Soundhound Ai Inc Class A Stock (SOUN) 0.0 $2.3k 341.00 6.87
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.0 $2.1k 73.00 29.27
Fortis Stock (FTS) 0.0 $2.1k 38.00 55.79
D R Horton Stock (DHI) 0.0 $2.1k 15.00 137.20
Usa Rare Earth Stock (USAR) 0.0 $2.1k 136.00 15.13
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $2.1k 67.00 30.69
Mdu Res Group Stock (MDU) 0.0 $2.1k 99.00 20.72
Toll Brothers Stock (TOL) 0.0 $2.0k 15.00 136.47
Gladstone Ld Corp Reit (LAND) 0.0 $2.0k 200.00 10.20
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.0 $2.0k 78.00 25.06
Hecla Mining Company Stock (HL) 0.0 $1.9k 100.00 18.63
American Airlines Group Stock (AAL) 0.0 $1.8k 165.00 10.74
Abrdn Healthcare Investors Sh Ben Int Cef (HQH) 0.0 $1.7k 95.00 17.79
Serve Robotics Stock (SERV) 0.0 $1.7k 196.00 8.44
Joby Aviation Stock (JOBY) 0.0 $1.7k 200.00 8.26
Trilogy Metals Stock (TMQ) 0.0 $1.6k 458.00 3.59
One Gas Stock (OGS) 0.0 $1.6k 19.00 86.11
Osisko Development Corp Stock (ODV) 0.0 $1.6k 500.00 3.25
Schrodinger Stock (SDGR) 0.0 $1.5k 135.00 11.36
Snowflake Stock (SNOW) 0.0 $1.5k 10.00 150.80
Coreweave Inc Com Cl A Stock (CRWV) 0.0 $1.5k 19.00 77.47
Ouster Stock (OUST) 0.0 $1.5k 80.00 18.38
Rigetti Computing Stock (RGTI) 0.0 $1.4k 100.00 14.04
Reddit Inc Cl A Stock (RDDT) 0.0 $1.3k 10.00 134.70
Digitalbridge Group Inc Cl A Stock (DBRG) 0.0 $1.3k 85.00 15.42
Canaan Adr (CAN) 0.0 $1.3k 3.0k 0.43
Moderna Stock (MRNA) 0.0 $1.3k 25.00 50.80
Ramaco Res Inc Com Cl A Stock (METC) 0.0 $1.3k 82.00 15.46
Keurig Dr Pepper Stock (KDP) 0.0 $1.3k 48.00 26.33
Brighthouse Finl Stock (BHF) 0.0 $1.3k 21.00 59.86
Innodata Stock (INOD) 0.0 $1.2k 31.00 38.61
Critical Metals Corp Pubco Ord Stock (CRML) 0.0 $1.2k 150.00 7.94
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.0 $1.2k 15.00 78.00
Ross Stores Stock (ROST) 0.0 $1.1k 5.00 216.60
Lauder Estee Cos Inc Cl A Stock (EL) 0.0 $1.1k 15.00 71.80
Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $1.0k 6.00 174.67
Nuscale Pwr Corp Cl A Stock (SMR) 0.0 $900.002200 83.00 10.84
Newsmax Inc Com Shs Class B Stock (NMAX) 0.0 $886.992000 170.00 5.22
National Grid Plc Sponsored Adr Ne Adr (NGG) 0.0 $846.000000 10.00 84.60
T-mobile Us Stock (TMUS) 0.0 $840.000000 4.00 210.00
D-wave Quantum Stock (QBTS) 0.0 $836.998000 58.00 14.43
Hni Corp Stock (HNI) 0.0 $767.999900 23.00 33.39
Crispr Therapeutics Ag Namen Akt Stock (CRSP) 0.0 $761.000000 16.00 47.56
Wabtec Stock (WAB) 0.0 $750.000000 3.00 250.00
Illumina Stock (ILMN) 0.0 $739.999800 6.00 123.33
Everus Constr Group Stock (ECG) 0.0 $708.000000 6.00 118.00
Centrus Energy Corp Cl A Stock (LEU) 0.0 $694.000000 4.00 173.50
Brookfield Renewable Energy Partnership Unit Stock (BEP) 0.0 $684.999000 21.00 32.62
Kraft Heinz Stock (KHC) 0.0 $675.000000 30.00 22.50
Millerknoll Stock (MLKN) 0.0 $651.001500 45.00 14.47
Quantumscape Corp Com Cl A Stock (QS) 0.0 $638.000000 100.00 6.38
Proshares Ultra Xrp Etf Etf (UXRP) 0.0 $626.994000 170.00 3.69
Enphase Energy Stock (ENPH) 0.0 $605.000000 16.00 37.81
Ardelyx Stock (ARDX) 0.0 $599.000000 100.00 5.99
Core Scientific Stock (CORZ) 0.0 $598.000000 40.00 14.95
Datadog Inc Cl A Stock (DDOG) 0.0 $590.000000 5.00 118.00
Plug Pwr Stock (PLUG) 0.0 $531.006000 235.00 2.26
Advance Auto Parts Stock (AAP) 0.0 $528.000000 10.00 52.80
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS) 0.0 $515.000400 12.00 42.92
Nio Inc Spon Ads Adr (NIO) 0.0 $506.998800 84.00 6.04
Super Micro Computer Stock (SMCI) 0.0 $455.000000 20.00 22.75
Beam Therapeutics Stock (BEAM) 0.0 $428.999400 18.00 23.83
Carmax Stock (KMX) 0.0 $416.000000 10.00 41.60
Novavax Stock (NVAX) 0.0 $407.000000 50.00 8.14
Natera Stock (NTRA) 0.0 $400.000000 2.00 200.00
Nano Dimension Ltd Sponsord Ads Adr (NNDM) 0.0 $367.005600 216.00 1.70
Uranium Rty Corp Stock (UROY) 0.0 $365.000000 100.00 3.65
Esperion Therapeutics Stock (ESPR) 0.0 $356.005000 130.00 2.74
Hertz Global Hldgs Stock (HTZ) 0.0 $345.997500 75.00 4.61
Kohls Corp Stock (KSS) 0.0 $323.000000 25.00 12.92
Perrigo Stock (PRGO) 0.0 $321.999000 30.00 10.73
E L F Beauty Stock (ELF) 0.0 $303.000000 5.00 60.60
Grayscale Bitcoin Mini Trust Etf Etf (BTC) 0.0 $300.000000 10.00 30.00
Caribou Biosciences Stock (CRBU) 0.0 $258.005600 136.00 1.90
Viking Therapeutics Stock (VKTX) 0.0 $227.999800 7.00 32.57
Astera Labs Stock (ALAB) 0.0 $219.000000 2.00 109.50
Novocure Ltd Ord Stock (NVCR) 0.0 $206.999300 19.00 10.89
Teladoc Health Stock (TDOC) 0.0 $185.000800 34.00 5.44
Viatris Stock (VTRS) 0.0 $162.000000 12.00 13.50
Westport Fuel Systems Stock (WPRT) 0.0 $157.001600 86.00 1.83
Editas Medicine Stock (EDIT) 0.0 $131.000100 53.00 2.47
Twilio Inc Cl A Stock (TWLO) 0.0 $126.000000 1.00 126.00
Honda Motor Co Ltd Adr Ech Cnv In 3 Adr (HMC) 0.0 $97.000000 4.00 24.25
Pacific Biosciences Calif Stock (PACB) 0.0 $92.001000 70.00 1.31
Grail Stock (GRAL) 0.0 $52.000000 1.00 52.00
Opendoor Technologies Inc Wt Exp 112026 K Stock (OPENW) 0.0 $40.997300 67.00 0.61
Ginkgo Bioworks Holdings Inc Cl A Stock (DNA) 0.0 $31.000000 5.00 6.20
Snap Inc Cl A Stock (SNAP) 0.0 $23.000000 5.00 4.60
Gabelli Equity Tr Inc Rt Exp 041426 Stock (GAB.R) 0.0 $22.010000 3.1k 0.01
Opendoor Technologies Inc Wt Exp 112026 A Stock (OPENL) 0.0 $15.999600 67.00 0.24
Opendoor Technologies Inc Wt Exp 112026 Z Stock (OPENZ) 0.0 $15.999600 67.00 0.24
Ishares Biotechnology Etf Etf (IBB) 0.0 $0 0 0.00