IAG Wealth Partners

IAG Wealth Partners as of March 31, 2025

Portfolio Holdings for IAG Wealth Partners

IAG Wealth Partners holds 500 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
Jpmorgan Active MF Closed and MF Open (JBND) 9.0 $58M 1.1M 53.52
Spdr Portfolio MF Closed and MF Open (SPLG) 8.1 $52M 792k 65.76
Wisdomtree U S MF Closed and MF Open (DLN) 5.1 $33M 416k 79.37
Avantis Intl MF Closed and MF Open (AVIV) 4.8 $31M 543k 56.68
Goldman Sachs MF Closed and MF Open (GSLC) 4.8 $31M 278k 110.08
Nyli Mackay MF Closed and MF Open (MMIT) 4.1 $26M 1.1M 23.97
Wisdomtree U S MF Closed and MF Open (DON) 3.7 $24M 485k 49.52
Ishares Core MF Closed and MF Open (IVV) 3.5 $23M 40k 561.90
Hartford Schroders MF Closed and MF Open (HTAB) 3.5 $23M 1.2M 19.17
Goldman Sachs MF Closed and MF Open (GSIE) 3.2 $21M 580k 35.65
Vanguard Growth MF Closed and MF Open (VUG) 3.0 $20M 53k 370.82
Pgim Ultra MF Closed and MF Open (PULS) 2.9 $18M 370k 49.73
Invesco Large MF Closed and MF Open (PWV) 2.7 $17M 290k 59.51
Vaneck Natural MF Closed and MF Open (HAP) 2.5 $16M 325k 49.81
Jpmorgan MF Closed and MF Open (JMUB) 2.4 $15M 306k 50.00
Avantis Intl MF Closed and MF Open (AVDE) 2.2 $14M 218k 66.27
Spdr Developed MF Closed and MF Open (SPDW) 2.1 $14M 380k 36.41
Ishares Morningstar MF Closed and MF Open (IMCG) 2.0 $13M 185k 71.43
Spdr Portfolio MF Closed and MF Open (SPTM) 1.8 $12M 170k 68.01
Spdr Portfolio MF Closed and MF Open (SPMD) 1.6 $10M 197k 51.18
Spdr Msci MF Closed and MF Open (CWI) 1.5 $9.3M 316k 29.58
Imgp Dbi MF Closed and MF Open (DBMF) 1.4 $8.7M 346k 25.26
Wisdomtree Us MF Closed and MF Open (DGRW) 1.3 $8.4M 106k 79.86
Vanguard Dividend MF Closed and MF Open (VIG) 1.0 $6.7M 35k 193.99
Spdr Portfolio MF Closed and MF Open (SPYG) 0.9 $6.1M 76k 80.37
Invesco S&p MF Closed and MF Open (SPHQ) 0.9 $6.0M 91k 66.34
Spdr Aggregate MF Closed and MF Open (SPAB) 0.8 $5.5M 214k 25.54
Spdr Portfolio MF Closed and MF Open (SPSM) 0.8 $4.9M 120k 40.76
Hartford Multifactor MF Closed and MF Open (RODM) 0.7 $4.5M 146k 30.99
SPDR S&P MF Closed and MF Open (GNR) 0.7 $4.4M 84k 53.25
Spdr Series MF Closed and MF Open (MDYV) 0.7 $4.4M 58k 77.05
Avantis Emerging MF Closed and MF Open (AVEM) 0.7 $4.4M 74k 60.17
Dimensional Emerging MF Closed and MF Open (DFAE) 0.6 $4.1M 157k 25.89
Spdr Portfolio MF Closed and MF Open (SPYV) 0.6 $4.1M 80k 51.07
John Hancock MF Closed and MF Open (JHMM) 0.6 $4.1M 71k 57.30
Columbia Research MF Closed and MF Open (RECS) 0.6 $4.0M 122k 33.21
Invesco Total MF Closed and MF Open (GTO) 0.6 $4.0M 86k 46.93
Flexshares Morningstar MF Closed and MF Open (GUNR) 0.6 $3.9M 102k 38.81
Ishares Morningstar MF Closed and MF Open (ISCG) 0.5 $3.4M 75k 45.05
Fidelity Covington MF Closed and MF Open (FESM) 0.5 $2.9M 100k 29.48
Neuberger Berman MF Closed and MF Open (NBCM) 0.4 $2.7M 119k 22.65
Dimensional Intl MF Closed and MF Open (DFIS) 0.4 $2.6M 100k 25.84
Berkshire Hathaway Common Stock (BRK.B) 0.4 $2.5M 4.8k 532.58
Victoryshares Us MF Closed and MF Open (CSB) 0.4 $2.5M 43k 57.41
Fidelity Enhanced MF Closed and MF Open (FMDE) 0.4 $2.5M 78k 31.34
Janus Detroit MF Closed and MF Open (JSMD) 0.4 $2.3M 32k 69.99
Jpmorgan Hedged MF Closed and MF Open (HELO) 0.3 $2.0M 34k 59.68
Jpmorgan MF Closed and MF Open (BBSC) 0.3 $1.9M 32k 60.52
Spdr Ssga MF Closed and MF Open (SMLV) 0.3 $1.7M 14k 122.88
Spdr Emerging MF Closed and MF Open (SPEM) 0.3 $1.6M 41k 39.37
Apple Common Stock (AAPL) 0.2 $1.5M 6.9k 222.12
Spdr Series MF Closed and MF Open (MDYG) 0.2 $1.5M 19k 79.46
Wisdomtree U S MF Closed and MF Open (DES) 0.2 $1.4M 43k 31.96
Nuveen Esg MF Closed and MF Open (NUMG) 0.2 $1.4M 32k 42.92
Spdr Bloomberg MF Closed and MF Open (SJNK) 0.2 $1.3M 53k 25.16
Johnson & Johnson Common Stock (JNJ) 0.2 $1.2M 7.4k 165.83
Vanguard Total MF Closed and MF Open (VTI) 0.2 $1.2M 4.3k 274.84
Avantis Intl MF Closed and MF Open (AVDV) 0.2 $1.2M 17k 69.74
Invesco Msci MF Closed and MF Open (PBUS) 0.2 $1.2M 21k 56.02
Schwab Us MF Closed and MF Open (SCHM) 0.2 $1.1M 43k 26.20
Jpmorgan MF Closed and MF Open (JMST) 0.2 $1.1M 22k 50.85
Vanguard S&p MF Closed and MF Open (VOO) 0.2 $1.1M 2.1k 513.91
Wisdomtree Floating MF Closed and MF Open (USFR) 0.1 $947k 19k 50.33
Franklin Us MF Closed and MF Open (FLQM) 0.1 $917k 17k 53.01
Spdr Msci MF Closed and MF Open (SPGM) 0.1 $855k 14k 62.42
SPDR S&P MF Closed and MF Open (SLYV) 0.1 $804k 10k 78.40
Microsoft Corp Common Stock (MSFT) 0.1 $769k 2.0k 375.43
Capital Group MF Closed and MF Open (CGGE) 0.1 $706k 27k 25.86
Wec Energy Common Stock (WEC) 0.1 $662k 6.1k 108.98
Vanguard Ftse MF Closed and MF Open (VSS) 0.1 $655k 5.7k 115.60
Invesco Qqq MF Closed and MF Open (QQQ) 0.1 $602k 1.3k 468.92
Janus Detroit MF Closed and MF Open (JSML) 0.1 $560k 9.2k 60.86
Ishares Russell MF Closed and MF Open (IWM) 0.1 $559k 2.8k 199.49
Nvidia Corp Common Stock (NVDA) 0.1 $544k 5.0k 108.38
Janus Henderson MF Closed and MF Open (VNLA) 0.1 $533k 11k 49.15
Ishares Russell MF Closed and MF Open (IWF) 0.1 $467k 1.3k 361.09
Ishares Core MF Closed and MF Open (IJH) 0.1 $466k 8.0k 58.35
Oracle Corp Common Stock (ORCL) 0.1 $430k 3.1k 139.81
Jpmorgan Betabuilders MF Closed and MF Open (BBMC) 0.1 $400k 4.4k 90.12
Amazon Common Stock (AMZN) 0.1 $395k 2.1k 190.26
First Trust MF Closed and MF Open (FVD) 0.1 $380k 8.5k 44.59
Vanguard Small MF Closed and MF Open (VB) 0.1 $368k 1.7k 221.75
Home Depot Common Stock (HD) 0.1 $365k 995.00 366.49
Ishares Msci MF Closed and MF Open (MTUM) 0.1 $362k 1.8k 202.13
Eli Lilly Common Stock (LLY) 0.1 $359k 435.00 825.53
Costco Wholesale Common Stock (COST) 0.1 $355k 375.00 945.78
SPDR S&P MF Closed and MF Open (SPY) 0.1 $352k 630.00 558.95
Invesco Russell MF Closed and MF Open (OMFS) 0.1 $347k 9.1k 37.99
Vanguard Value MF Closed and MF Open (VTV) 0.1 $346k 2.0k 172.70
Goldman Sachs MF Closed and MF Open (GEM) 0.1 $329k 9.9k 33.18
Ishares Core MF Closed and MF Open (IJR) 0.1 $325k 3.1k 104.57
Spdr Portfolio MF Closed and MF Open (SPSB) 0.1 $322k 11k 30.10
Xtrackers Msci MF Closed and MF Open (DBEF) 0.0 $320k 7.4k 43.30
Wisdomtree Intl MF Closed and MF Open (DLS) 0.0 $300k 4.5k 66.00
Jpmorgan Chase Common Stock (JPM) 0.0 $288k 1.2k 245.30
Johnson Controls Common Stock (JCI) 0.0 $257k 3.2k 80.11
Coca Cola Company Common Stock (KO) 0.0 $256k 3.6k 71.63
Spdr Gold Common Stock (GLD) 0.0 $244k 848.00 288.14
Abbvie Common Stock (ABBV) 0.0 $240k 1.1k 209.59
Schwab Us MF Closed and MF Open (SCHX) 0.0 $240k 11k 22.08
Schwab Us MF Closed and MF Open (SCHV) 0.0 $239k 9.0k 26.58
Chevron Corp Common Stock (CVX) 0.0 $236k 1.4k 167.29
Pfizer Common Stock (PFE) 0.0 $228k 9.0k 25.34
Nextera Energy Common Stock (NEE) 0.0 $227k 3.2k 70.89
Ishares Msci MF Closed and MF Open (SUSA) 0.0 $213k 1.9k 114.87
SPDR S&P MF Closed and MF Open (MDY) 0.0 $209k 392.00 533.48
First Trust MF Closed and MF Open (FEX) 0.0 $204k 2.0k 102.46
Deere & Co Common Stock (DE) 0.0 $201k 428.00 469.35
Energy Transfer Oil & Gas, Real Estate and REIT (ET) 0.0 $196k 11k 18.59
Global X MF Closed and MF Open (MLPX) 0.0 $186k 2.9k 63.81
Alliant Energy Common Stock (LNT) 0.0 $172k 2.7k 64.35
At&t Common Stock (T) 0.0 $171k 6.1k 28.28
Mcdonalds Corp Common Stock (MCD) 0.0 $170k 545.00 312.37
Ishares Russell MF Closed and MF Open (IWD) 0.0 $165k 879.00 188.16
Alphabet Common Stock (GOOG) 0.0 $158k 1.0k 156.17
Exxon Mobil Common Stock (XOM) 0.0 $158k 1.3k 118.93
W P Carey Common Stock (WPC) 0.0 $158k 2.5k 63.11
Caterpillar Common Stock (CAT) 0.0 $154k 467.00 329.97
Visa Common Stock (V) 0.0 $154k 439.00 350.46
Merck & Company Common Stock (MRK) 0.0 $152k 1.7k 89.74
Pepsico Common Stock (PEP) 0.0 $143k 954.00 149.94
Northrop Grumman Common Stock (NOC) 0.0 $139k 271.00 512.01
Ishares Technology MF Closed and MF Open (IYW) 0.0 $137k 978.00 140.44
Vanguard Ftse MF Closed and MF Open (VEA) 0.0 $134k 2.6k 50.83
Meta Platforms Common Stock (META) 0.0 $129k 223.00 576.36
United Parcel Common Stock (UPS) 0.0 $125k 1.1k 109.99
Grainger W W Common Stock (GWW) 0.0 $123k 124.00 987.83
Ishares Core MF Closed and MF Open (IUSV) 0.0 $122k 1.3k 92.29
Sector Consumer MF Closed and MF Open (XLP) 0.0 $121k 1.5k 81.69
Vanguard Fste MF Closed and MF Open (VWO) 0.0 $119k 2.6k 45.26
Dimensional Us MF Closed and MF Open (DFUS) 0.0 $118k 2.0k 60.48
Spdr Series MF Closed and MF Open (SDY) 0.0 $111k 815.00 135.68
Walt Disney Common Stock (DIS) 0.0 $109k 1.1k 98.73
Ishares Msci MF Closed and MF Open (ACWI) 0.0 $108k 925.00 116.39
Invesco Ftse MF Closed and MF Open (PRF) 0.0 $107k 2.6k 40.41
Ishares Msci MF Closed and MF Open (QUAL) 0.0 $107k 623.00 170.89
Nuveen Esg MF Closed and MF Open (NUDM) 0.0 $105k 3.3k 31.85
Ishares Gold Common Stock (IAU) 0.0 $105k 1.8k 58.96
Amgen Common Stock (AMGN) 0.0 $104k 335.00 311.55
Ameren Corp Common Stock (AEE) 0.0 $102k 1.0k 100.40
Automatic Data Common Stock (ADP) 0.0 $101k 331.00 305.29
Tesla Common Stock (TSLA) 0.0 $101k 388.00 259.16
Ishares Russell MF Closed and MF Open (SMMD) 0.0 $100k 1.6k 62.54
Verizon Communications Common Stock (VZ) 0.0 $99k 2.2k 45.35
Ishares Core MF Closed and MF Open (IEMG) 0.0 $99k 1.8k 53.97
Southern Company Common Stock (SO) 0.0 $99k 1.1k 91.94
Waste Management Common Stock (WM) 0.0 $98k 423.00 231.51
Goldman Sachs Common Stock (GS) 0.0 $95k 174.00 546.29
First Trust MF Closed and MF Open (RDVY) 0.0 $94k 1.6k 58.54
Broadcom Common Stock (AVGO) 0.0 $91k 543.00 167.43
Xcel Energy Common Stock (XEL) 0.0 $90k 1.3k 70.79
Cisco Systems Common Stock (CSCO) 0.0 $90k 1.5k 61.71
Ishares Msci MF Closed and MF Open (EFA) 0.0 $89k 1.1k 81.73
Union Pacific Corp Common Stock (UNP) 0.0 $89k 375.00 236.24
Ishares Global MF Closed and MF Open (REET) 0.0 $87k 3.6k 24.26
Spdr Series MF Closed and MF Open (RWR) 0.0 $87k 875.00 99.12
Wisdomtree Trust MF Closed and MF Open (IHDG) 0.0 $86k 2.0k 43.40
Prudential Financial Common Stock (PRU) 0.0 $82k 733.00 111.68
Fidelity National Common Stock (FIS) 0.0 $80k 1.1k 74.71
Procter & Gamble Common Stock (PG) 0.0 $80k 468.00 170.26
Kimberly Clark Common Stock (KMB) 0.0 $80k 560.00 142.22
Ishares S&p MF Closed and MF Open (IVE) 0.0 $80k 417.00 190.58
3m Company Common Stock (MMM) 0.0 $78k 534.00 146.86
Janus Henderson MF Closed and MF Open (JAAA) 0.0 $78k 1.5k 50.71
Netflix Common Stock (NFLX) 0.0 $77k 82.00 932.52
Vaneck Morningstar MF Closed and MF Open (SMOT) 0.0 $76k 2.3k 32.79
Nuveen Esg MF Closed and MF Open (NUBD) 0.0 $74k 3.3k 22.18
Fiserv Common Stock (FI) 0.0 $73k 331.00 220.83
Healthcare Select MF Closed and MF Open (XLV) 0.0 $73k 500.00 146.01
Capital Group MF Closed and MF Open (CGUS) 0.0 $73k 2.2k 33.40
Ishares Bitcoin MF Closed and MF Open (IBIT) 0.0 $72k 1.5k 46.81
Nuveen Esg MF Closed and MF Open (NUSC) 0.0 $71k 1.9k 38.34
Ishares S&p MF Closed and MF Open (IVW) 0.0 $70k 754.00 92.83
Tjx Cos Common Stock (TJX) 0.0 $69k 568.00 121.80
Alibaba Group Common Stock (BABA) 0.0 $68k 515.00 132.24
Vanguard Information MF Closed and MF Open (VGT) 0.0 $67k 123.00 542.38
Kellanova Common Stock (K) 0.0 $66k 800.00 82.49
Ishares Europe MF Closed and MF Open (IEV) 0.0 $66k 1.1k 58.18
Ishares Semiconductor MF Closed and MF Open (SOXX) 0.0 $64k 342.00 188.17
Thermo Fisher Common Stock (TMO) 0.0 $64k 129.00 497.60
Applied Materials Common Stock (AMAT) 0.0 $64k 442.00 144.98
Ishares Esg MF Closed and MF Open (ESGD) 0.0 $63k 765.00 81.69
Walmart Common Stock (WMT) 0.0 $63k 712.00 87.75
Exact Sciences Common Stock (EXAS) 0.0 $62k 1.4k 43.29
Ishares Silver Common Stock (SLV) 0.0 $61k 2.0k 30.99
National Fuel Common Stock (NFG) 0.0 $59k 750.00 79.19
Abbott Laboratories Common Stock (ABT) 0.0 $59k 446.00 132.52
Ishares Biotechnology MF Closed and MF Open (IBB) 0.0 $58k 450.00 127.90
Schwab Charles Common Stock (SCHW) 0.0 $55k 705.00 78.28
Advanced Micro Common Stock (AMD) 0.0 $54k 529.00 102.74
Vanguard Small MF Closed and MF Open (VBR) 0.0 $54k 290.00 186.29
Ishares Select MF Closed and MF Open (DVY) 0.0 $54k 400.00 134.29
Ark Autonomous MF Closed and MF Open (ARKQ) 0.0 $53k 797.00 66.26
Simon Property Common Stock (SPG) 0.0 $52k 315.00 166.08
Ark Next MF Closed and MF Open (ARKW) 0.0 $52k 552.00 94.67
Ishares Global MF Closed and MF Open (IOO) 0.0 $51k 531.00 96.29
Paypal Holdings Common Stock (PYPL) 0.0 $51k 775.00 65.25
Vanguard High MF Closed and MF Open (VYM) 0.0 $50k 385.00 128.96
Wisdomtree Us MF Closed and MF Open (DGRS) 0.0 $50k 1.1k 46.50
Mge Energy Common Stock (MGEE) 0.0 $49k 528.00 92.96
Alphabet Common Stock (GOOGL) 0.0 $46k 300.00 154.78
Jpmorgan Betabuilders MF Closed and MF Open (BBUS) 0.0 $46k 459.00 100.89
Welltower Common Stock (WELL) 0.0 $46k 300.00 153.21
Elevance Health Common Stock (ELV) 0.0 $45k 104.00 434.96
Comcast Corp Common Stock (CMCSA) 0.0 $45k 1.2k 36.90
Altria Group Common Stock (MO) 0.0 $44k 728.00 60.05
Ishares Core MF Closed and MF Open (ITOT) 0.0 $42k 345.00 122.01
SPDR S&P MF Closed and MF Open (GXC) 0.0 $42k 489.00 86.00
Unitedhealth Group Common Stock (UNH) 0.0 $42k 80.00 523.75
Navient Corp Common Stock (NAVI) 0.0 $42k 3.3k 12.63
Franklin Ftse MF Closed and MF Open (FLIN) 0.0 $41k 1.1k 36.84
Energy Select MF Closed and MF Open (XLE) 0.0 $41k 441.00 93.45
Invesco S&p MF Closed and MF Open (SPGP) 0.0 $41k 407.00 99.88
Vanguard Small MF Closed and MF Open (VBK) 0.0 $41k 161.00 251.77
American Express Common Stock (AXP) 0.0 $40k 150.00 269.05
Salesforce Common Stock (CRM) 0.0 $40k 150.00 268.37
Vanguard Russell MF Closed and MF Open (VONE) 0.0 $40k 158.00 253.86
Steel Dynamics Common Stock (STLD) 0.0 $40k 317.00 125.08
World Gold MF Closed and MF Open (GLDM) 0.0 $38k 617.00 61.89
Fedex Corp Common Stock (FDX) 0.0 $37k 152.00 243.78
Cintas Corp Common Stock (CTAS) 0.0 $37k 180.00 205.53
Duke Energy Common Stock (DUK) 0.0 $37k 300.00 121.97
Pimco Short MF Closed and MF Open (SMMU) 0.0 $35k 700.00 50.02
Ishares S&p MF Closed and MF Open (IJS) 0.0 $34k 350.00 97.48
Ishares Core MF Closed and MF Open (DGRO) 0.0 $34k 549.00 61.78
Becton Dickinson Common Stock (BDX) 0.0 $34k 148.00 229.06
Lyondellbasell Industrie Common Stock (LYB) 0.0 $33k 475.00 70.40
Ferrari Nv Common Stock (RACE) 0.0 $32k 75.00 427.88
Rockwell Automation Common Stock (ROK) 0.0 $32k 124.00 258.48
Bank Montreal Common Stock (BMO) 0.0 $32k 335.00 95.51
Agnico-eagle Common Stock (AEM) 0.0 $31k 285.00 108.41
Enterprise Products Oil & Gas, Real Estate and REIT (EPD) 0.0 $31k 904.00 34.14
Camden Property Common Stock (CPT) 0.0 $31k 250.00 122.30
Tko Group Common Stock (TKO) 0.0 $31k 200.00 152.81
Ishares Core MF Closed and MF Open (IXUS) 0.0 $30k 436.00 69.81
Parker-hannifin Corp Common Stock (PH) 0.0 $30k 50.00 607.86
Ark Innovation MF Closed and MF Open (ARKK) 0.0 $30k 627.00 47.58
Spdr Nyse MF Closed and MF Open (XNTK) 0.0 $30k 155.00 191.81
Church & Dwight Common Stock (CHD) 0.0 $30k 270.00 110.09
Sofi Technologies Common Stock (SOFI) 0.0 $29k 2.5k 11.63
Fidelity Total MF Closed and MF Open (FBND) 0.0 $29k 641.00 45.65
Canadian National Common Stock (CNI) 0.0 $29k 292.00 97.46
Sprott Physical MF Closed and MF Open (CEF) 0.0 $28k 1.0k 28.41
SPDR S&P MF Closed and MF Open (EDIV) 0.0 $28k 793.00 35.70
Yum Brands Common Stock (YUM) 0.0 $28k 178.00 157.36
Invesco India MF Closed and MF Open (PIN) 0.0 $28k 1.1k 25.02
Toll Brothers Common Stock (TOL) 0.0 $28k 261.00 105.59
Qualcomm Common Stock (QCOM) 0.0 $28k 179.00 153.61
Invesco Water MF Closed and MF Open (PHO) 0.0 $27k 425.00 64.52
Lpl Financial Common Stock (LPLA) 0.0 $27k 84.00 325.35
Wisdomtree U S MF Closed and MF Open (DTD) 0.0 $27k 350.00 76.95
Wheaton Precious Common Stock (WPM) 0.0 $27k 345.00 77.63
Roper Technologies Common Stock (ROP) 0.0 $27k 45.00 589.58
Invesco S&p MF Closed and MF Open (SPLV) 0.0 $26k 350.00 74.72
Royal Caribbean Common Stock (RCL) 0.0 $26k 127.00 205.44
Danaher Corp Common Stock (DHR) 0.0 $26k 126.00 204.25
Morgan Stanley Common Stock (MS) 0.0 $26k 219.00 116.67
Iron Mountain Common Stock (IRM) 0.0 $25k 295.00 86.04
Harley Davidson Common Stock (HOG) 0.0 $25k 999.00 25.25
Microstrategy Common Stock (MSTR) 0.0 $25k 87.00 288.28
Medical Properties Common Stock (MPW) 0.0 $24k 4.0k 6.03
Proshares S&p MF Closed and MF Open (NOBL) 0.0 $24k 235.00 102.18
Ppg Industries Common Stock (PPG) 0.0 $24k 217.00 109.28
Linde Common Stock (LIN) 0.0 $23k 50.00 465.64
Novo Nordisk Common Stock (NVO) 0.0 $23k 326.00 69.44
Ftai Aviation Common Stock (FTAI) 0.0 $22k 200.00 111.03
Bny Mellon MF Closed and MF Open (BKCG) 0.0 $22k 717.00 30.86
Vanguard International MF Closed and MF Open (VIGI) 0.0 $22k 262.00 82.94
Nuveen Esg MF Closed and MF Open (NUMV) 0.0 $22k 634.00 34.21
Ishares S&p MF Closed and MF Open (IUSG) 0.0 $22k 169.00 127.08
Sherwin Williams Common Stock (SHW) 0.0 $21k 60.00 349.18
Ishares Msci MF Closed and MF Open (SCZ) 0.0 $21k 326.00 63.53
Ge Aerospace Common Stock (GE) 0.0 $21k 103.00 200.16
Ishares U S MF Closed and MF Open (IHF) 0.0 $21k 390.00 52.80
Bristol Myers Common Stock (BMY) 0.0 $20k 335.00 60.99
Capital Group MF Closed and MF Open (CGGR) 0.0 $20k 596.00 34.25
Avantis U S MF Closed and MF Open (AVMC) 0.0 $20k 324.00 61.98
Williams Cos Common Stock (WMB) 0.0 $19k 321.00 59.76
Badger Meter Common Stock (BMI) 0.0 $19k 100.00 190.25
Dimensional Us MF Closed and MF Open (DFUV) 0.0 $19k 456.00 41.21
Eog Resources Common Stock (EOG) 0.0 $18k 139.00 128.24
Cybin Common Stock (CYBN) 0.0 $17k 2.8k 6.34
Harbor Long MF Closed and MF Open (WINN) 0.0 $17k 700.00 24.50
Wynn Resorts Common Stock (WYNN) 0.0 $17k 205.00 83.50
Taiwan Semiconductor Common Stock (TSM) 0.0 $17k 103.00 166.00
Main Street Common Stock (MAIN) 0.0 $17k 300.00 56.56
Generac Holdings Common Stock (GNRC) 0.0 $17k 133.00 126.65
Avista Corp Common Stock (AVA) 0.0 $17k 400.00 41.87
Eastgroup Properties Common Stock (EGP) 0.0 $17k 95.00 176.15
Mckesson Corp Common Stock (MCK) 0.0 $16k 24.00 673.00
Anavex Life Common Stock (AVXL) 0.0 $16k 1.9k 8.58
Otter Tail Common Stock (OTTR) 0.0 $16k 200.00 80.37
Ameriprise Financial Common Stock (AMP) 0.0 $16k 33.00 481.18
Vaneck Morningstar MF Closed and MF Open (MOAT) 0.0 $16k 180.00 88.00
First Trust MF Closed and MF Open (QTEC) 0.0 $15k 89.00 173.56
United Airlines Common Stock (UAL) 0.0 $15k 222.00 69.05
Carnival Corp Common Stock (CCL) 0.0 $15k 780.00 19.53
Allstate Corp Common Stock (ALL) 0.0 $15k 73.00 207.07
Baker Hughes Common Stock (BKR) 0.0 $14k 325.00 43.95
Blackrock Fdg Common Stock (BLK) 0.0 $14k 15.00 946.47
Palantir Technologies Common Stock (PLTR) 0.0 $14k 168.00 84.39
Ormat Technologies Common Stock (ORA) 0.0 $14k 200.00 70.77
Invesco S&p MF Closed and MF Open (RWJ) 0.0 $14k 345.00 40.70
Blackstone Common Stock (BX) 0.0 $14k 100.00 139.78
Spdr Series MF Closed and MF Open (SLYG) 0.0 $14k 168.00 83.00
Ford Motor Common Stock (F) 0.0 $14k 1.4k 10.03
Emerson Electric Common Stock (EMR) 0.0 $14k 125.00 109.64
Texas Instruments Common Stock (TXN) 0.0 $14k 75.00 179.71
Capital One Common Stock (COF) 0.0 $13k 75.00 179.31
Leonardo Drs Common Stock (DRS) 0.0 $13k 400.00 32.88
Lowes Companies Common Stock (LOW) 0.0 $13k 56.00 233.23
FS KKR Common Stock (FSK) 0.0 $13k 608.00 20.95
Xtrackers S&p MF Closed and MF Open (SNPE) 0.0 $13k 252.00 50.43
Invesco Rafi MF Closed and MF Open (IUS) 0.0 $13k 257.00 49.36
Realty Income Common Stock (O) 0.0 $13k 218.00 58.01
L3harris Technologies Common Stock (LHX) 0.0 $13k 60.00 209.32
Delta Airlines Common Stock (DAL) 0.0 $13k 287.00 43.60
Valero Energy Common Stock (VLO) 0.0 $12k 93.00 132.08
Ishares Esg MF Closed and MF Open (ESGU) 0.0 $12k 100.00 121.91
Global X MF Closed and MF Open (COPX) 0.0 $12k 310.00 39.07
First Trust MF Closed and MF Open (QCLN) 0.0 $12k 420.00 28.62
Lcnb Corp Common Stock (LCNB) 0.0 $12k 800.00 14.79
Watts Water Common Stock (WTS) 0.0 $12k 57.00 203.91
Chord Energy Common Stock (CHRD) 0.0 $12k 102.00 112.72
Ishares Russell MF Closed and MF Open (IWB) 0.0 $11k 37.00 306.73
Capital Group MF Closed and MF Open (CGXU) 0.0 $11k 462.00 24.48
Evolus Common Stock (EOLS) 0.0 $11k 927.00 12.03
Oneok Common Stock (OKE) 0.0 $11k 112.00 99.22
Pacer Us MF Closed and MF Open (COWZ) 0.0 $11k 200.00 54.76
Block Common Stock (XYZ) 0.0 $11k 200.00 54.33
Vaneck Gold MF Closed and MF Open (GDX) 0.0 $11k 235.00 45.97
Ishares Russell MF Closed and MF Open (IWR) 0.0 $11k 126.00 85.07
Ishares 7-10yr MF Closed and MF Open (IEF) 0.0 $11k 112.00 95.37
Crocs Common Stock (CROX) 0.0 $11k 100.00 106.20
Phillips 66 Common Stock (PSX) 0.0 $11k 85.00 123.48
Intuit Common Stock (INTU) 0.0 $10k 17.00 614.00
Vaneck Vietnam MF Closed and MF Open (VNM) 0.0 $10k 827.00 12.48
Avantis U S MF Closed and MF Open (AVUV) 0.0 $9.8k 113.00 87.17
Vanguard Ftse MF Closed and MF Open (VGK) 0.0 $9.8k 140.00 70.21
Dimensional Us MF Closed and MF Open (DFAT) 0.0 $9.7k 189.00 51.49
Communication Services MF Closed and MF Open (XLC) 0.0 $9.6k 100.00 96.45
Adobe Common Stock (ADBE) 0.0 $9.6k 25.00 383.52
Philip Morris Common Stock (PM) 0.0 $9.5k 60.00 158.73
Reinsurance Group Common Stock (RGA) 0.0 $9.5k 48.00 196.90
Ishares Msci MF Closed and MF Open (EIDO) 0.0 $9.4k 578.00 16.31
Ishares Tips MF Closed and MF Open (TIP) 0.0 $9.2k 83.00 111.08
Vanguard Ftse MF Closed and MF Open (VPL) 0.0 $9.1k 125.00 72.46
Infosys Common Stock (INFY) 0.0 $9.1k 496.00 18.25
Vanguard Total MF Closed and MF Open (BND) 0.0 $9.0k 123.00 73.45
Ishares Iboxx MF Closed and MF Open (HYG) 0.0 $8.9k 113.00 78.89
Under Armour Common Stock (UA) 0.0 $8.8k 1.5k 5.95
Edwards Lifesciences Common Stock (EW) 0.0 $8.7k 120.00 72.48
Invesco S&p MF Closed and MF Open (RSP) 0.0 $8.7k 50.00 173.24
Orion Energy Common Stock (OESX) 0.0 $8.7k 12k 0.72
Bank New York Common Stock (BK) 0.0 $8.6k 103.00 83.87
Vanguard Extended MF Closed and MF Open (VXF) 0.0 $8.6k 50.00 172.26
Invesco Building MF Closed and MF Open (PKB) 0.0 $8.6k 127.00 67.33
Ishares U S MF Closed and MF Open (COMT) 0.0 $8.3k 314.00 26.47
Fastenal Common Stock (FAST) 0.0 $8.3k 107.00 77.55
Kratos Defense Common Stock (KTOS) 0.0 $8.2k 275.00 29.69
Pembina Pipeline Common Stock (PBA) 0.0 $8.0k 200.00 40.03
Vail Resorts Common Stock (MTN) 0.0 $8.0k 50.00 160.04
Southern Copper Common Stock (SCCO) 0.0 $7.9k 84.00 93.46
Marriott Intl Common Stock (MAR) 0.0 $7.6k 32.00 238.19
Cameco Corp Common Stock (CCJ) 0.0 $7.6k 184.00 41.16
Booz Allen Common Stock (BAH) 0.0 $7.5k 72.00 104.58
Sysco Corp Common Stock (SYY) 0.0 $7.5k 100.00 75.04
Huntington Ingalls Common Stock (HII) 0.0 $7.3k 36.00 204.03
Ark Genomic MF Closed and MF Open (ARKG) 0.0 $7.3k 351.00 20.76
Illinois Tool Common Stock (ITW) 0.0 $7.2k 29.00 248.00
Servicenow Common Stock (NOW) 0.0 $7.2k 9.00 796.00
Idexx Labs Common Stock (IDXX) 0.0 $7.1k 17.00 419.94
Ishares Esg MF Closed and MF Open (ESML) 0.0 $7.1k 185.00 38.41
Rio Tinto Common Stock (RIO) 0.0 $7.1k 118.00 60.08
Solventum Corp Common Stock (SOLV) 0.0 $7.1k 93.00 76.03
Kinder Morgan Common Stock (KMI) 0.0 $7.0k 245.00 28.53
Inspire Intl MF Closed and MF Open (WWJD) 0.0 $6.9k 224.00 30.75
Discover Financial Common Stock 0.0 $6.8k 40.00 170.70
Norwegian Cruise Common Stock (NCLH) 0.0 $6.8k 360.00 18.96
Mondelez International Common Stock (MDLZ) 0.0 $6.8k 100.00 67.86
Ishares U S MF Closed and MF Open (IYE) 0.0 $6.7k 135.00 49.30
Asml Holding Common Stock (ASML) 0.0 $6.6k 10.00 662.60
Analog Devices Common Stock (ADI) 0.0 $6.5k 32.00 201.66
Metlife Common Stock (MET) 0.0 $6.4k 80.00 80.29
Curtiss Wright Corp De Common Stock (CW) 0.0 $6.3k 20.00 317.30
Invesco S&p MF Closed and MF Open (XMMO) 0.0 $6.3k 55.00 113.76
Hormel Foods Common Stock (HRL) 0.0 $6.2k 200.00 30.94
Life Time Common Stock (LTH) 0.0 $6.0k 200.00 30.20
Pultegroup Common Stock (PHM) 0.0 $5.8k 56.00 102.80
Prologis Common Stock (PLD) 0.0 $5.6k 50.00 111.80
Bank America Common Stock (BAC) 0.0 $5.5k 133.00 41.73
Mastercard Common Stock (MA) 0.0 $5.5k 10.00 548.10
Sociedad Quimica Common Stock (SQM) 0.0 $5.4k 137.00 39.73
Cvs Health Common Stock (CVS) 0.0 $5.3k 78.00 67.74
Dover Corp Common Stock (DOV) 0.0 $5.3k 30.00 175.67
Ge Vernova Common Stock (GEV) 0.0 $5.2k 17.00 305.29
Wrap Technologies Common Stock (WRAP) 0.0 $5.1k 3.0k 1.71
Ishares U S MF Closed and MF Open (IYT) 0.0 $5.1k 80.00 64.03
First Majestic Common Stock (AG) 0.0 $5.1k 765.00 6.69
Boston Scientific Common Stock (BSX) 0.0 $5.0k 50.00 100.88
Chipotle Mexican Common Stock (CMG) 0.0 $5.0k 100.00 50.21
Ishares Msci MF Closed and MF Open (SCJ) 0.0 $5.0k 65.00 76.72
Equitable Holdings Common Stock (EQH) 0.0 $4.9k 94.00 51.87
Fortune Brands Common Stock (FBIN) 0.0 $4.9k 80.00 60.88
Bath & Body Common Stock (BBWI) 0.0 $4.9k 160.00 30.32
Vertiv Holdings Common Stock (VRT) 0.0 $4.8k 67.00 72.19
Boeing Company Common Stock (BA) 0.0 $4.8k 28.00 170.54
Lyft Common Stock (LYFT) 0.0 $4.7k 400.00 11.87
Fidelity Blue MF Closed and MF Open (FBCG) 0.0 $4.6k 115.00 39.97
Constellation Brands Common Stock (STZ) 0.0 $4.6k 25.00 183.52
Borg Warner Common Stock (BWA) 0.0 $4.6k 160.00 28.65
Msc Indl Common Stock (MSM) 0.0 $4.6k 59.00 77.68
Zimmer Biomet Common Stock (ZBH) 0.0 $4.5k 40.00 113.17
Vanguard Real MF Closed and MF Open (VNQ) 0.0 $4.5k 50.00 90.54
Ishares Msci MF Closed and MF Open (ECNS) 0.0 $4.4k 160.00 27.73
Warner Bros Common Stock (WBD) 0.0 $4.3k 403.00 10.73
Avantis U S MF Closed and MF Open (AVUS) 0.0 $4.2k 45.00 92.38
General Dynamics Common Stock (GD) 0.0 $4.1k 15.00 272.60
Newmont Corp Common Stock (NEM) 0.0 $4.1k 84.00 48.29
Lithium Amers Common Stock (LAC) 0.0 $4.1k 1.5k 2.71
Schwab Us MF Closed and MF Open (SCHD) 0.0 $4.0k 144.00 27.96
Wk Kellogg Common Stock 0.0 $4.0k 200.00 19.93
Ishares Msci MF Closed and MF Open (EFV) 0.0 $3.9k 67.00 58.94
Crown Castle Common Stock (CCI) 0.0 $3.8k 36.00 104.22
Vanguard Ftse MF Closed and MF Open (VEU) 0.0 $3.7k 61.00 60.66
Iac Common Stock (IAC) 0.0 $3.7k 80.00 45.94
Joby Aviation Common Stock (JOBY) 0.0 $3.6k 600.00 6.02
Quidelortho Corp Common Stock (QDEL) 0.0 $3.5k 100.00 34.97
Baxter Intl Common Stock (BAX) 0.0 $3.4k 100.00 34.23
Intellia Therapeutics Common Stock (NTLA) 0.0 $3.4k 480.00 7.11
Matthews Intl Corp Cl A Common Stock (MATW) 0.0 $3.4k 153.00 22.24
Madison Square Common Stock (MSGS) 0.0 $3.3k 17.00 194.71
Constellation Energy Common Stock (CEG) 0.0 $3.2k 16.00 201.62
Diageo Common Stock (DEO) 0.0 $3.1k 30.00 104.80
Sila Realty Common Stock (SILA) 0.0 $3.1k 117.00 26.71
Trump Media Common Stock (DJT) 0.0 $3.0k 156.00 19.54
Jpmorgan Betabuilders MF Closed and MF Open (BBRE) 0.0 $3.0k 32.00 94.00
Ishares Future MF Closed and MF Open (ARTY) 0.0 $2.9k 91.00 31.45
Schwab Intl MF Closed and MF Open (SCHF) 0.0 $2.7k 138.00 19.78
Cardinal Health Common Stock (CAH) 0.0 $2.5k 18.00 137.78
Siren Nasdaq MF Closed and MF Open (BLCN) 0.0 $2.4k 128.00 19.13
Centerpoint Energy Common Stock (CNP) 0.0 $2.3k 64.00 36.23
Spdr Bloomberg MF Closed and MF Open (BIL) 0.0 $2.3k 25.00 91.72
Exelon Corp Common Stock (EXC) 0.0 $2.3k 49.00 46.08
Inspire Small MF Closed and MF Open (ISMD) 0.0 $2.2k 63.00 34.13
Firstenergy Corp Common Stock (FE) 0.0 $2.1k 53.00 40.42
Albemarle Corp Common Stock (ALB) 0.0 $2.0k 28.00 72.04
T Rowe MF Closed and MF Open (TCAF) 0.0 $2.0k 62.00 32.27
Travelers Cos Common Stock (TRV) 0.0 $1.9k 7.00 264.43
Schwab Fundamental MF Closed and MF Open (FNDX) 0.0 $1.8k 78.00 23.62
Dell Technologies Common Stock (DELL) 0.0 $1.7k 19.00 91.16
Vaneck Jr MF Closed and MF Open (GDXJ) 0.0 $1.6k 28.00 57.21
Kraft Heinz Common Stock (KHC) 0.0 $1.5k 49.00 30.43
Canadian Solar Common Stock (CSIQ) 0.0 $1.4k 167.00 8.65
Zim Integrated Common Stock (ZIM) 0.0 $1.4k 97.00 14.59
BP Common Stock (BP) 0.0 $1.4k 40.00 33.80
Citigroup Common Stock (C) 0.0 $1.3k 19.00 71.00
Goldman Sachs MF Closed and MF Open (AAAU) 0.0 $1.3k 43.00 30.88
Schwab Fundamental MF Closed and MF Open (FNDE) 0.0 $1.3k 43.00 30.79
Invesco Optimum MF Closed and MF Open (PDBC) 0.0 $1.2k 90.00 13.63
Marriott Vacations Common Stock (VAC) 0.0 $1.2k 19.00 64.26
Airbnb Common Stock (ABNB) 0.0 $1.2k 10.00 119.50
Advance Auto Common Stock (AAP) 0.0 $1.2k 30.00 39.20
Bio-techne Common Stock (TECH) 0.0 $1.2k 20.00 58.65
Schwab Fundamental MF Closed and MF Open (FNDA) 0.0 $1.2k 42.00 27.38
Wisdomtree India MF Closed and MF Open (EPI) 0.0 $1.1k 26.00 43.69
Ge Healthcare Common Stock (GEHC) 0.0 $1.1k 14.00 80.71
Corning Common Stock (GLW) 0.0 $1.1k 24.00 45.79
Masterbrand Common Stock (MBC) 0.0 $1.0k 80.00 13.06
Takeda Pharmaceutical Common Stock (TAK) 0.0 $1.0k 70.00 14.87
Vodafone Group Common Stock (VOD) 0.0 $1.0k 109.00 9.38
Equity Lifestyle Common Stock (ELS) 0.0 $1.0k 15.00 66.73
Ftai Infrastructure Common Stock (FIP) 0.0 $906.000000 200.00 4.53
Cheesecake Factory Common Stock (CAKE) 0.0 $779.000000 16.00 48.69
Brighthouse Financial Common Stock (BHF) 0.0 $754.000000 13.00 58.00
Amplify Alternative MF Closed and MF Open (MJ) 0.0 $741.000000 38.00 19.50
Schwab Us MF Closed and MF Open (SCHA) 0.0 $702.999000 30.00 23.43
Quest Diagnostics Common Stock (DGX) 0.0 $677.000000 4.00 169.25
Vanguard Mid MF Closed and MF Open (VOE) 0.0 $642.000000 4.00 160.50
Associated Banc Common Stock (ASB) 0.0 $630.000000 28.00 22.50
Fifth Third Common Stock (FITB) 0.0 $510.000400 13.00 39.23
Twin Disc Common Stock (TWIN) 0.0 $500.002800 66.00 7.58
Orchid Island Common Stock (ORC) 0.0 $496.003200 66.00 7.52
Pinnacle West Common Stock (PNW) 0.0 $476.000000 5.00 95.20
Restaurant Brands Common Stock (QSR) 0.0 $400.000200 6.00 66.67
Wendys Common Stock (WEN) 0.0 $394.999200 27.00 14.63
Nike Common Stock (NKE) 0.0 $381.000000 6.00 63.50
Quantumscape Corp Common Stock (QS) 0.0 $333.000000 80.00 4.16
Lumen Technologies Common Stock (LUMN) 0.0 $263.001800 67.00 3.93
Starbucks Corp Common Stock (SBUX) 0.0 $196.000000 2.00 98.00
Mattel Common Stock (MAT) 0.0 $194.000000 10.00 19.40
Lands End Common Stock (LE) 0.0 $193.000100 19.00 10.16
Uranium Energy Common Stock (UEC) 0.0 $158.000700 33.00 4.79
Acco Brands Common Stock (ACCO) 0.0 $75.000600 18.00 4.17
Zimvie Common Stock (ZIMV) 0.0 $43.000000 4.00 10.75
Crescent Energy Common Stock (CRGY) 0.0 $33.999900 3.00 11.33
Avanos Medical Common Stock (AVNS) 0.0 $29.000000 2.00 14.50
Qvc Group Common Stock 0.0 $3.000000 15.00 0.20
Proshares Ultra MF Closed and MF Open (SSO) 0.0 $0 0 0.00
Direxion Daily MF Closed and MF Open (TMF) 0.0 $0 0 0.00