Gradient Investments

Gradient Investments as of March 31, 2025

Portfolio Holdings for Gradient Investments

Gradient Investments holds 320 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 4.6 $227M 3.4M 65.76
Spdr Ser Tr Portfolio Agrgte (SPAB) 2.1 $104M 4.1M 25.54
Amazon (AMZN) 2.1 $103M 543k 190.26
Microsoft Corporation (MSFT) 2.1 $103M 275k 375.39
Apple (AAPL) 2.0 $98M 440k 222.13
Janus Detroit Str Tr Henderson Mtg (JMBS) 1.8 $90M 2.0M 45.20
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 1.8 $89M 2.5M 35.12
NVIDIA Corporation (NVDA) 1.8 $87M 802k 108.38
Doubleline Etf Trust Mortgage Etf (DMBS) 1.8 $87M 1.8M 49.05
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.6 $79M 1.2M 66.27
Neos Etf Trust Neos S&p 500 Hi (SPYI) 1.6 $79M 1.6M 47.89
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.5 $77M 2.1M 36.41
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 1.5 $75M 1.8M 40.65
Alphabet Cap Stk Cl C (GOOG) 1.5 $75M 480k 156.23
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 1.5 $75M 1.5M 50.12
Innovator Etfs Trust Gradient Tactic (IGTR) 1.5 $73M 3.0M 24.44
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL) 1.4 $69M 2.0M 33.84
Meta Platforms Cl A (META) 1.4 $68M 118k 576.36
Columbia Etf Tr I Resh Enhnc Cor (RECS) 1.3 $67M 2.0M 33.21
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.3 $64M 372k 170.89
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.2 $61M 1.0M 60.17
UnitedHealth (UNH) 1.2 $58M 111k 523.75
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 1.1 $57M 564k 100.89
World Gold Tr Spdr Gld Minis (GLDM) 1.1 $56M 906k 61.89
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.1 $53M 1.1M 50.71
Visa Com Cl A (V) 1.1 $53M 151k 350.46
Pimco Etf Tr Preferred And Cp (PRFD) 1.0 $51M 999k 50.55
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV) 1.0 $49M 1.0M 49.08
Chevron Corporation (CVX) 1.0 $48M 289k 167.29
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.9 $47M 783k 59.68
Doubleline Etf Trust Asset Backed Sec (DABS) 0.9 $46M 922k 50.16
JPMorgan Chase & Co. (JPM) 0.9 $46M 187k 245.30
Goldman Sachs (GS) 0.9 $46M 84k 546.29
Aim Etf Products Trust Us Lrgcp B20 Jun (JUNW) 0.9 $43M 1.5M 29.73
Procter & Gamble Company (PG) 0.9 $43M 253k 170.42
Medtronic SHS (MDT) 0.8 $40M 449k 89.86
Vaneck Etf Trust Morningstar Smid (SMOT) 0.8 $40M 1.2M 32.79
Morgan Stanley Com New (MS) 0.8 $39M 336k 116.67
Angel Oak Funds Trust Mortgage Backed (MBS) 0.8 $38M 4.4M 8.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $38M 71k 532.58
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS) 0.8 $38M 742k 51.05
Abbott Laboratories (ABT) 0.8 $38M 285k 132.65
McDonald's Corporation (MCD) 0.8 $37M 120k 312.37
Coca-Cola Company (KO) 0.8 $37M 520k 71.62
Johnson & Johnson (JNJ) 0.7 $37M 220k 165.84
Wal-Mart Stores (WMT) 0.7 $36M 408k 87.79
Bondbloxx Etf Trust Bloomberg Seven (XSVN) 0.7 $34M 717k 47.75
Starbucks Corporation (SBUX) 0.7 $34M 346k 98.09
Extra Space Storage (EXR) 0.7 $33M 223k 148.49
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.7 $33M 630k 52.37
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.7 $33M 1.2M 28.58
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC) 0.7 $32M 1.1M 29.78
Schlumberger Com Stk (SLB) 0.6 $31M 736k 41.80
Bondbloxx Etf Trust Bloomberg Three (XTRE) 0.6 $30M 613k 49.53
Broadcom (AVGO) 0.6 $30M 177k 167.43
Pfizer (PFE) 0.6 $29M 1.2M 25.34
ConocoPhillips (COP) 0.6 $29M 278k 105.02
Bank of America Corporation (BAC) 0.6 $29M 696k 41.73
Nextera Energy (NEE) 0.6 $29M 403k 70.89
Target Corporation (TGT) 0.6 $28M 272k 104.36
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $27M 159k 173.23
Lowe's Companies (LOW) 0.5 $27M 116k 233.23
Innovator Etfs Trust Equity Def Protn (TJUL) 0.5 $27M 944k 28.06
Bondbloxx Etf Trust Bondbloxx Privat (PCMM) 0.5 $26M 519k 50.88
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.5 $26M 282k 91.73
First Tr Exchange-traded First Tr Enh New (FTSM) 0.5 $26M 427k 59.84
United Rentals (URI) 0.5 $25M 40k 626.70
Netflix (NFLX) 0.5 $25M 27k 932.55
Palo Alto Networks (PANW) 0.5 $25M 145k 170.64
Azek Cl A (AZEK) 0.5 $25M 501k 48.89
Costco Wholesale Corporation (COST) 0.5 $24M 25k 945.77
Global X Fds Glbl X Mlp Etf (MLPA) 0.5 $23M 430k 53.23
Paypal Holdings (PYPL) 0.5 $23M 348k 65.25
Boston Scientific Corporation (BSX) 0.5 $23M 224k 100.88
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.4 $22M 414k 52.52
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 0.4 $22M 433k 49.63
Amphenol Corp Cl A (APH) 0.4 $21M 327k 65.59
Intuit (INTU) 0.4 $21M 35k 613.99
Zimmer Holdings (ZBH) 0.4 $21M 188k 113.18
Servicenow (NOW) 0.4 $21M 26k 796.14
Ecolab (ECL) 0.4 $20M 77k 253.52
Dex (DXCM) 0.4 $19M 281k 68.29
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.4 $19M 409k 46.57
Eaton Corp SHS (ETN) 0.4 $19M 69k 271.83
Waste Connections (WCN) 0.4 $18M 94k 195.19
Quanta Services (PWR) 0.4 $18M 72k 254.18
Southwest Airlines (LUV) 0.4 $18M 525k 33.58
Global Payments (GPN) 0.4 $18M 179k 97.92
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.4 $18M 559k 31.38
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.3 $17M 591k 29.24
Lam Research Corp Com New (LRCX) 0.3 $17M 234k 72.70
Equinix (EQIX) 0.3 $17M 21k 815.36
Abbvie (ABBV) 0.3 $17M 79k 209.52
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.3 $16M 603k 27.26
Exxon Mobil Corporation (XOM) 0.3 $16M 135k 118.93
Baker Hughes Company Cl A (BKR) 0.3 $16M 363k 43.95
Doubleline Etf Trust Commercial Real (DCRE) 0.3 $15M 296k 51.87
Cardinal Health (CAH) 0.3 $15M 111k 137.77
Raytheon Technologies Corp (RTX) 0.3 $15M 112k 132.46
Amgen (AMGN) 0.3 $15M 47k 311.55
Vaneck Etf Trust Clo Etf (CLOI) 0.3 $15M 276k 52.84
Home Depot (HD) 0.3 $15M 40k 366.49
Cohen & Steers Etf Trust Natural Res Acti (CSNR) 0.3 $14M 576k 24.91
Intercontinental Exchange (ICE) 0.3 $14M 83k 172.50
Xcel Energy (XEL) 0.3 $14M 201k 70.79
Proshares Tr DJ BRKFLD GLB (TOLZ) 0.3 $14M 270k 52.65
Chubb (CB) 0.3 $14M 47k 301.99
Kenvue (KVUE) 0.3 $14M 583k 23.98
American Tower Reit (AMT) 0.3 $14M 64k 217.60
Synopsys (SNPS) 0.3 $14M 32k 428.85
Northrop Grumman Corporation (NOC) 0.3 $14M 27k 512.02
Innovator Etfs Trust Innovator Intl D (IMAR) 0.3 $14M 513k 26.45
First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT) 0.3 $14M 1.1M 12.23
Pepsi (PEP) 0.3 $14M 90k 149.94
Cigna Corp (CI) 0.3 $13M 40k 329.00
New York Times Cl A (NYT) 0.3 $13M 267k 49.60
Interpublic Group of Companies (IPG) 0.3 $13M 484k 27.16
Honeywell International (HON) 0.3 $13M 62k 211.75
SYSCO Corporation (SYY) 0.3 $13M 173k 75.04
Series Portfolios Tr Eldridge Bbb B (CLOZ) 0.3 $13M 487k 26.57
American Express Company (AXP) 0.3 $13M 48k 269.05
Accenture Plc Ireland Shs Class A (ACN) 0.2 $12M 40k 312.04
Avery Dennison Corporation (AVY) 0.2 $12M 69k 177.97
Ares Management Corporation Cl A Com Stk (ARES) 0.2 $12M 83k 146.61
L3harris Technologies (LHX) 0.2 $12M 58k 209.31
Alexandria Real Estate Equities (ARE) 0.2 $12M 129k 92.51
salesforce (CRM) 0.2 $12M 44k 268.36
Ball Corporation (BALL) 0.2 $12M 227k 52.07
Wendy's/arby's Group (WEN) 0.2 $12M 788k 14.63
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.2 $11M 118k 94.67
Innovator Etfs Trust Emerging Mkt Pwr (EOCT) 0.2 $11M 419k 26.64
Constellation Brands Cl A (STZ) 0.2 $11M 60k 183.52
Amplify Etf Tr Blockchain Ldr (BLOK) 0.2 $11M 296k 36.88
Oracle Corporation (ORCL) 0.2 $11M 77k 139.81
Blackstone Group Inc Com Cl A (BX) 0.2 $11M 77k 139.78
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) 0.2 $10M 368k 27.97
Etf Ser Solutions Defiance Quantum (QTUM) 0.2 $8.1M 109k 74.53
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.2 $8.0M 107k 74.94
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.2 $7.9M 244k 32.51
Tidal Tr Ii Roundhill Gener (CHAT) 0.2 $7.8M 223k 34.85
Ishares Tr Core S&p500 Etf (IVV) 0.2 $7.5M 13k 561.91
Innovator Etfs Trust Innovator Deepw (LOUP) 0.2 $7.5M 164k 45.41
J P Morgan Exchange Traded F Realty Income Et (JPRE) 0.1 $7.2M 150k 48.20
Pimco Etf Tr Sr Ln Active Etf (LONZ) 0.1 $7.2M 143k 50.39
Vaneck Etf Trust Mortgage Reit (MORT) 0.1 $7.2M 645k 11.17
Global X Fds Mlp & Energy Inf (MLPD) 0.1 $7.2M 286k 25.06
Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.1 $7.1M 304k 23.31
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $7.1M 403k 17.59
Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD) 0.1 $7.0M 484k 14.45
Ishares Tr National Mun Etf (MUB) 0.1 $6.9M 65k 105.44
Amplify Etf Tr Cows Covered Cal (HCOW) 0.1 $6.7M 280k 23.93
Neos Etf Trust Russell 2000 Hig (IWMI) 0.1 $6.2M 143k 43.65
Ishares Gold Tr Ishares New (IAU) 0.1 $5.4M 92k 58.96
Lockheed Martin Corporation (LMT) 0.1 $5.3M 12k 446.71
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $5.1M 50k 102.41
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $4.6M 198k 23.37
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $4.4M 193k 22.94
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $4.2M 45k 92.38
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) 0.1 $3.8M 42k 91.37
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $3.6M 172k 20.68
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.1 $3.5M 66k 53.50
Ssga Active Tr Spdr Ssga My2026 (MYCF) 0.1 $3.5M 141k 25.08
Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $3.5M 298k 11.60
Abrdn Palladium Etf Trust Physical Palladm (PALL) 0.1 $3.4M 37k 90.55
O'reilly Automotive (ORLY) 0.1 $3.4M 2.3k 1432.58
Ishares Tr Esg Aware Msci (ESML) 0.1 $3.2M 82k 38.41
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $2.6M 55k 47.48
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $2.5M 9.2k 274.84
Fortinet (FTNT) 0.1 $2.5M 26k 96.26
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $2.5M 49k 50.85
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) 0.0 $2.4M 30k 79.52
F5 Networks (FFIV) 0.0 $2.3M 8.5k 266.27
Chesapeake Energy Corp (EXE) 0.0 $2.3M 20k 111.32
Tesla Motors (TSLA) 0.0 $2.2M 8.4k 259.16
Lpl Financial Holdings (LPLA) 0.0 $2.1M 6.5k 327.12
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.0 $1.9M 17k 111.49
Healthequity (HQY) 0.0 $1.8M 21k 88.37
Invitation Homes (INVH) 0.0 $1.8M 52k 34.85
Ishares Tr Msci Lw Crb Tg (CRBN) 0.0 $1.8M 9.3k 191.19
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $1.6M 4.3k 366.54
Dynatrace Com New (DT) 0.0 $1.5M 33k 47.15
Lululemon Athletica (LULU) 0.0 $1.4M 5.1k 283.06
Saia (SAIA) 0.0 $1.4M 4.1k 349.43
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $1.3M 29k 46.81
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $1.3M 46k 27.96
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $1.3M 22k 58.35
Suncor Energy (SU) 0.0 $1.2M 31k 38.72
Sherwin-Williams Company (SHW) 0.0 $1.2M 3.4k 349.19
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.0 $1.2M 52k 22.42
Snap Cl A (SNAP) 0.0 $1.2M 135k 8.71
Alphabet Cap Stk Cl A (GOOGL) 0.0 $1.2M 7.5k 154.63
Global X Fds S&p 500 Catholic (CATH) 0.0 $1.1M 17k 67.54
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $1.1M 2.2k 513.91
Five Below (FIVE) 0.0 $1.1M 15k 74.93
Chipotle Mexican Grill (CMG) 0.0 $1.1M 22k 50.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $1.0M 2.2k 468.84
Wells Fargo & Company (WFC) 0.0 $993k 14k 71.79
AFLAC Incorporated (AFL) 0.0 $991k 8.9k 111.19
Ssga Active Tr Spdr Ssga My2027 (MYCG) 0.0 $965k 39k 24.92
Global X Fds X Russell 2000 E (RSSL) 0.0 $945k 12k 78.59
Boeing Company (BA) 0.0 $940k 5.5k 170.55
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.0 $905k 20k 45.07
Spdr Ser Tr Spdr Msci Usa Ge (SHE) 0.0 $894k 7.8k 114.13
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $871k 38k 23.06
Weatherford Intl Ord Shs (WFRD) 0.0 $861k 16k 53.55
Progressive Corporation (PGR) 0.0 $848k 3.0k 283.01
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $798k 1.00 798442.00
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $796k 16k 51.18
J P Morgan Exchange Traded F Betabuilders Us (BBSC) 0.0 $750k 12k 60.52
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.0 $747k 32k 23.19
Shell Spon Ads (SHEL) 0.0 $704k 9.6k 73.28
First Ctzns Bancshares Inc N Cl A (FCNCA) 0.0 $703k 379.00 1854.12
Sempra Energy (SRE) 0.0 $699k 9.8k 71.36
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.0 $694k 30k 23.05
Prudential Adr (PUK) 0.0 $689k 32k 21.50
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $673k 11k 62.10
Wec Energy Group (WEC) 0.0 $669k 6.1k 108.97
At&t (T) 0.0 $649k 23k 28.28
Janus Detroit Str Tr Henderson Securi (JSI) 0.0 $636k 12k 52.35
Coca-cola Europacific Partne SHS (CCEP) 0.0 $601k 6.9k 87.03
Novartis Sponsored Adr (NVS) 0.0 $599k 5.4k 111.48
HSBC HLDGS Spon Adr New (HSBC) 0.0 $593k 10k 57.43
Canadian Natural Resources (CNQ) 0.0 $593k 19k 30.80
Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) 0.0 $587k 6.4k 91.29
Totalenergies Se Sponsored Ads (TTE) 0.0 $581k 9.0k 64.69
Jd.com Spon Ads Cl A (JD) 0.0 $578k 14k 41.12
Antero Res (AR) 0.0 $568k 14k 40.44
Linde SHS (LIN) 0.0 $559k 1.2k 465.64
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.0 $555k 14k 40.19
Eli Lilly & Co. (LLY) 0.0 $553k 670.00 825.91
Valero Energy Corporation (VLO) 0.0 $553k 4.2k 132.08
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $551k 17k 33.24
Astrazeneca Sponsored Adr (AZN) 0.0 $545k 7.4k 73.50
Walt Disney Company (DIS) 0.0 $545k 5.5k 98.70
Sanofi Sponsored Adr (SNY) 0.0 $542k 9.8k 55.46
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $540k 25k 22.08
Cheniere Energy Com New (LNG) 0.0 $539k 2.3k 231.40
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $538k 35k 15.46
Relx Sponsored Adr (RELX) 0.0 $537k 11k 50.41
National Grid Sponsored Adr Ne (NGG) 0.0 $535k 8.2k 65.61
Canadian Natl Ry (CNI) 0.0 $527k 5.4k 97.46
Marathon Petroleum Corp (MPC) 0.0 $526k 3.6k 145.69
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $520k 929.00 559.47
Williams Companies (WMB) 0.0 $503k 8.4k 59.76
Diamondback Energy (FANG) 0.0 $502k 3.1k 159.88
Ryanair Holdings Sponsored Adr (RYAAY) 0.0 $499k 12k 42.37
Amcor Ord (AMCR) 0.0 $496k 51k 9.70
Te Connectivity Ord Shs (TEL) 0.0 $494k 3.5k 141.32
Toyota Motor Corp Ads (TM) 0.0 $485k 2.7k 176.53
International Business Machines (IBM) 0.0 $477k 1.9k 248.63
Palantir Technologies Cl A (PLTR) 0.0 $475k 5.6k 84.40
Ubs Group SHS (UBS) 0.0 $469k 15k 30.63
Cibc Cad (CM) 0.0 $466k 8.3k 56.30
CRH Ord (CRH) 0.0 $455k 5.2k 87.97
Asml Holding N V N Y Registry Shs (ASML) 0.0 $449k 678.00 662.63
A. O. Smith Corporation (AOS) 0.0 $447k 6.8k 65.36
EOG Resources (EOG) 0.0 $445k 3.5k 128.24
FedEx Corporation (FDX) 0.0 $440k 1.8k 243.81
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $428k 7.1k 60.48
Rbc Cad (RY) 0.0 $423k 3.7k 112.72
Duke Energy Corp Com New (DUK) 0.0 $421k 3.5k 121.96
Kroger (KR) 0.0 $418k 6.2k 67.69
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $408k 2.5k 166.00
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.0 $406k 8.9k 45.51
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $389k 9.4k 41.21
Merck & Co (MRK) 0.0 $380k 4.2k 89.76
Halliburton Company (HAL) 0.0 $377k 15k 25.37
Caterpillar (CAT) 0.0 $362k 1.1k 329.95
Vanguard Index Fds Growth Etf (VUG) 0.0 $347k 936.00 370.82
Ares Capital Corporation (ARCC) 0.0 $345k 16k 22.16
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $342k 8.4k 40.76
Bristol Myers Squibb (BMY) 0.0 $333k 5.5k 60.99
Citigroup Com New (C) 0.0 $327k 4.6k 70.99
Advanced Micro Devices (AMD) 0.0 $325k 3.2k 102.74
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.0 $322k 9.0k 35.82
Rockwell Automation (ROK) 0.0 $318k 1.2k 258.38
Colgate-Palmolive Company (CL) 0.0 $316k 3.4k 93.70
Select Sector Spdr Tr Financial (XLF) 0.0 $314k 6.3k 49.81
Spdr Gold Tr Gold Shs (GLD) 0.0 $309k 1.1k 288.14
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) 0.0 $307k 3.9k 78.25
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.0 $306k 5.9k 51.55
Mayville Engineering (MEC) 0.0 $301k 22k 13.43
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $298k 9.7k 30.73
Us Bancorp Del Com New (USB) 0.0 $298k 7.0k 42.22
Comerica Incorporated (CMA) 0.0 $297k 5.0k 59.06
Ge Aerospace Com New (GE) 0.0 $288k 1.4k 200.20
Sprott Physical Gold & Silve Tr Unit (CEF) 0.0 $279k 9.8k 28.41
McKesson Corporation (MCK) 0.0 $277k 411.00 673.10
Ishares Tr Core High Dv Etf (HDV) 0.0 $274k 2.3k 121.12
Jack Henry & Associates (JKHY) 0.0 $274k 1.5k 182.60
Choiceone Fin cmn stk (COFS) 0.0 $268k 9.3k 28.77
Global X Fds S&p Ex Us Etf (CEFA) 0.0 $259k 7.7k 33.55
Philip Morris International (PM) 0.0 $254k 1.6k 158.76
Evergy (EVRG) 0.0 $252k 3.7k 68.95
Southern Company (SO) 0.0 $251k 2.7k 91.95
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $238k 5.8k 41.13
Allstate Corporation (ALL) 0.0 $237k 1.1k 207.03
Goldman Sachs Etf Tr Future Consumer (GBUY) 0.0 $237k 7.2k 32.90
Cintas Corporation (CTAS) 0.0 $230k 1.1k 205.53
Cisco Systems (CSCO) 0.0 $229k 3.7k 61.71
Qualcomm (QCOM) 0.0 $228k 1.5k 153.63
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $223k 6.2k 36.14
J P Morgan Exchange Traded F Betbuld Msci (BBRE) 0.0 $220k 2.3k 94.01
American Electric Power Company (AEP) 0.0 $218k 2.0k 109.28
Automatic Data Processing (ADP) 0.0 $215k 703.00 305.53
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $211k 2.8k 74.73
National Retail Properties (NNN) 0.0 $210k 4.9k 42.65
Vanguard World Mega Grwth Ind (MGK) 0.0 $210k 680.00 308.98
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.0 $208k 9.3k 22.41
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 0.0 $207k 5.0k 41.53
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $207k 1.0k 197.46
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $206k 8.2k 25.04
Chesapeake Utilities Corporation (CPK) 0.0 $206k 1.6k 128.43
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $204k 1.7k 121.98
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $203k 3.4k 60.66
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $201k 3.0k 68.01
Verizon Communications (VZ) 0.0 $201k 4.4k 45.36
Ark Etf Tr Ark Space Expl (ARKX) 0.0 $181k 10k 17.74
Aberdeen Income Cred Strat (ACP) 0.0 $69k 12k 5.89
Female Health (VERU) 0.0 $12k 24k 0.49