IAG Wealth Partners

IAG Wealth Partners as of June 30, 2025

Portfolio Holdings for IAG Wealth Partners

IAG Wealth Partners holds 495 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Portfolio MF Closed and MF Open (SPLG) 10.1 $76M 1.0M 72.69
Jpmorgan Active MF Closed and MF Open (JBND) 7.0 $53M 991k 53.59
Goldman Sachs MF Closed and MF Open (GSLC) 5.8 $44M 361k 121.38
Avantis Intl MF Closed and MF Open (AVIV) 4.4 $34M 539k 62.23
Wisdomtree U S MF Closed and MF Open (DLN) 4.3 $33M 398k 82.14
Ishares Core MF Closed and MF Open (IVV) 3.6 $27M 44k 620.90
Ishares Core MF Closed and MF Open (DIVB) 3.4 $26M 513k 50.32
Goldman Sachs MF Closed and MF Open (GSIE) 3.3 $25M 627k 39.66
Nyli Mackay MF Closed and MF Open (MMIT) 3.2 $24M 999k 23.85
Wisdomtree U S MF Closed and MF Open (DON) 3.1 $24M 471k 50.12
Vanguard Growth MF Closed and MF Open (VUG) 2.8 $22M 49k 438.40
Pgim Ultra MF Closed and MF Open (PULS) 2.7 $21M 413k 49.76
Invesco Large MF Closed and MF Open (PWV) 2.5 $19M 310k 62.14
Hartford Schroders MF Closed and MF Open (HTAB) 2.4 $18M 958k 18.71
Vaneck Natural MF Closed and MF Open (HAP) 2.3 $18M 337k 51.96
Jpmorgan MF Closed and MF Open (JMUB) 2.1 $16M 327k 49.64
Ishares Morningstar MF Closed and MF Open (IMCG) 2.1 $16M 195k 80.23
Spdr Developed MF Closed and MF Open (SPDW) 1.9 $15M 363k 40.49
Avantis Intl MF Closed and MF Open (AVDE) 1.9 $15M 197k 74.01
Spdr Portfolio MF Closed and MF Open (SPTM) 1.8 $14M 183k 74.89
Spdr Portfolio MF Closed and MF Open (SPMD) 1.5 $11M 205k 54.38
Spdr Portfolio MF Closed and MF Open (SPYG) 1.5 $11M 117k 95.32
Columbia Research MF Closed and MF Open (RECS) 1.4 $11M 297k 36.79
Imgp Dbi MF Closed and MF Open (DBMF) 1.4 $11M 415k 25.73
Spdr Msci MF Closed and MF Open (CWI) 1.3 $9.9M 302k 32.66
Wisdomtree Us MF Closed and MF Open (DGRW) 1.2 $9.2M 110k 83.74
Vanguard Dividend MF Closed and MF Open (VIG) 0.9 $7.1M 35k 204.67
Spdr Series MF Closed and MF Open (MDYV) 0.9 $6.6M 83k 79.43
Invesco S&p MF Closed and MF Open (SPHQ) 0.8 $5.9M 83k 71.26
Spdr Aggregate MF Closed and MF Open (SPAB) 0.8 $5.8M 228k 25.60
Spdr Portfolio MF Closed and MF Open (SPYV) 0.8 $5.7M 109k 52.34
Flexshares Morningstar MF Closed and MF Open (GUNR) 0.7 $5.3M 132k 40.11
Spdr Portfolio MF Closed and MF Open (SPSM) 0.7 $5.2M 121k 42.60
Dimensional Emerging MF Closed and MF Open (DFAE) 0.6 $4.7M 162k 28.95
Hartford Multifactor MF Closed and MF Open (RODM) 0.6 $4.6M 134k 34.10
Jpmorgan MF Closed and MF Open (BBSC) 0.6 $4.4M 67k 65.98
Avantis Emerging MF Closed and MF Open (AVEM) 0.6 $4.3M 63k 68.54
Spdr Series MF Closed and MF Open (MDYG) 0.5 $3.9M 45k 86.87
Pimco Enhanced MF Closed and MF Open (PYLD) 0.5 $3.7M 140k 26.54
SPDR S&P MF Closed and MF Open (GNR) 0.5 $3.7M 67k 54.24
Ishares Morningstar MF Closed and MF Open (ISCG) 0.5 $3.4M 69k 49.76
Fidelity Enhanced MF Closed and MF Open (FMDE) 0.4 $3.3M 97k 34.41
John Hancock MF Closed and MF Open (JHMM) 0.4 $3.0M 49k 61.13
Neuberger Berman MF Closed and MF Open (NBCM) 0.4 $2.8M 125k 22.25
Jpmorgan MF Closed and MF Open (JMST) 0.3 $2.6M 51k 50.92
Dimensional Intl MF Closed and MF Open (DFIS) 0.3 $2.6M 86k 29.84
Fidelity Covington MF Closed and MF Open (FESM) 0.3 $2.5M 80k 31.99
Franklin Us MF Closed and MF Open (FLQM) 0.3 $2.5M 47k 54.31
Jpmorgan Betabuilders MF Closed and MF Open (BBUS) 0.3 $2.5M 22k 111.92
Victoryshares Us MF Closed and MF Open (CSB) 0.3 $2.4M 44k 55.41
Janus Detroit MF Closed and MF Open (JSMD) 0.3 $2.4M 31k 77.65
Berkshire Hathaway Common Stock (BRK.B) 0.3 $2.4M 4.8k 485.77
Jpmorgan Hedged MF Closed and MF Open (HELO) 0.3 $2.0M 31k 62.58
Avantis Intl MF Closed and MF Open (AVDV) 0.2 $1.9M 24k 79.28
Spdr Emerging MF Closed and MF Open (SPEM) 0.2 $1.8M 41k 42.74
Spdr Ssga MF Closed and MF Open (SMLV) 0.2 $1.7M 13k 125.11
Janus Henderson MF Closed and MF Open (VNLA) 0.2 $1.6M 33k 49.20
Apple Common Stock (AAPL) 0.2 $1.5M 7.1k 205.18
Invesco Msci MF Closed and MF Open (PBUS) 0.2 $1.4M 22k 62.18
Vanguard Total MF Closed and MF Open (VTI) 0.2 $1.3M 4.3k 303.93
Wisdomtree U S MF Closed and MF Open (DES) 0.2 $1.3M 40k 31.76
Spdr Bloomberg MF Closed and MF Open (SJNK) 0.2 $1.2M 47k 25.48
Vanguard S&p MF Closed and MF Open (VOO) 0.2 $1.2M 2.1k 568.03
Johnson & Johnson Common Stock (JNJ) 0.2 $1.1M 7.4k 152.76
Schwab Us MF Closed and MF Open (SCHM) 0.1 $1.1M 40k 28.05
Microsoft Corp Common Stock (MSFT) 0.1 $1.1M 2.2k 497.36
Spdr Msci MF Closed and MF Open (SPGM) 0.1 $1.0M 15k 69.00
Jpmorgan Betabuilders MF Closed and MF Open (BBMC) 0.1 $887k 9.1k 97.45
Capital Group MF Closed and MF Open (CGGE) 0.1 $849k 29k 29.19
Nuveen Esg MF Closed and MF Open (NUMG) 0.1 $844k 17k 48.45
Nvidia Corp Common Stock (NVDA) 0.1 $792k 5.0k 157.99
Vanguard Ftse MF Closed and MF Open (VSS) 0.1 $786k 5.8k 134.39
Vanguard Fste MF Closed and MF Open (VWO) 0.1 $759k 15k 49.46
SPDR S&P MF Closed and MF Open (SLYV) 0.1 $731k 9.2k 79.76
Invesco Qqq MF Closed and MF Open (QQQ) 0.1 $710k 1.3k 551.65
Goldman Sachs MF Closed and MF Open (GEM) 0.1 $637k 17k 37.21
Wec Energy Common Stock (WEC) 0.1 $633k 6.1k 104.20
Janus Detroit MF Closed and MF Open (JSML) 0.1 $621k 9.2k 67.45
Ishares Russell MF Closed and MF Open (IWM) 0.1 $601k 2.8k 215.79
Wisdomtree Floating MF Closed and MF Open (USFR) 0.1 $599k 12k 50.31
Ishares Russell MF Closed and MF Open (IWF) 0.1 $592k 1.4k 424.58
Ishares Core MF Closed and MF Open (IJH) 0.1 $451k 7.3k 62.02
Ishares Msci MF Closed and MF Open (MTUM) 0.1 $430k 1.8k 240.32
Spdr Series MF Closed and MF Open (SLYG) 0.1 $404k 4.6k 88.75
Amazon Common Stock (AMZN) 0.1 $399k 1.8k 219.40
SPDR S&P MF Closed and MF Open (SPY) 0.1 $382k 619.00 617.53
Vanguard Small MF Closed and MF Open (VB) 0.1 $382k 1.6k 236.98
Oracle Corp Common Stock (ORCL) 0.0 $372k 1.7k 218.63
Costco Wholesale Common Stock (COST) 0.0 $371k 375.00 989.94
Home Depot Common Stock (HD) 0.0 $365k 995.00 366.64
First Trust MF Closed and MF Open (FVD) 0.0 $363k 8.1k 44.70
Vanguard Value MF Closed and MF Open (VTV) 0.0 $354k 2.0k 176.70
Jpmorgan Chase Common Stock (JPM) 0.0 $341k 1.2k 289.91
Johnson Controls Common Stock (JCI) 0.0 $338k 3.2k 105.62
Eli Lilly Common Stock (LLY) 0.0 $337k 432.00 779.53
Spdr Portfolio MF Closed and MF Open (SPSB) 0.0 $326k 11k 30.19
Invesco Total MF Closed and MF Open (GTO) 0.0 $313k 6.7k 46.89
Ishares Core MF Closed and MF Open (IJR) 0.0 $285k 2.6k 109.29
Xtrackers Msci MF Closed and MF Open (DBEF) 0.0 $281k 6.4k 43.75
Wisdomtree Intl MF Closed and MF Open (DLS) 0.0 $270k 3.6k 75.11
Schwab Us MF Closed and MF Open (SCHX) 0.0 $265k 11k 24.44
Ishares Esg MF Closed and MF Open (SUSA) 0.0 $261k 2.1k 126.75
Coca Cola Company Common Stock (KO) 0.0 $253k 3.6k 70.75
Schwab Us MF Closed and MF Open (SCHV) 0.0 $249k 9.0k 27.67
Spdr Gold Common Stock (GLD) 0.0 $228k 749.00 304.83
Nextera Energy Common Stock (NEE) 0.0 $222k 3.2k 69.42
SPDR S&P MF Closed and MF Open (MDY) 0.0 $222k 392.00 566.48
First Trust MF Closed and MF Open (FEX) 0.0 $219k 2.0k 109.96
Deere & Co Common Stock (DE) 0.0 $218k 428.00 508.49
Chevron Corp Common Stock (CVX) 0.0 $218k 1.5k 143.18
Abbvie Common Stock (ABBV) 0.0 $213k 1.1k 185.55
Energy Transfer Oil & Gas, Real Estate and REIT (ET) 0.0 $204k 11k 18.13
Ishares Future MF Closed and MF Open (ARTY) 0.0 $184k 4.5k 41.00
Global X MF Closed and MF Open (MLPX) 0.0 $182k 2.9k 62.66
Caterpillar Common Stock (CAT) 0.0 $179k 462.00 388.21
Alphabet Common Stock (GOOG) 0.0 $175k 985.00 177.39
At&t Common Stock (T) 0.0 $174k 6.0k 28.94
Ishares Russell MF Closed and MF Open (IWD) 0.0 $171k 879.00 194.23
Ishares Technology MF Closed and MF Open (IYW) 0.0 $170k 978.00 173.27
Meta Platforms Common Stock (META) 0.0 $165k 223.00 738.09
Tesla Common Stock (TSLA) 0.0 $163k 513.00 317.66
Alliant Energy Common Stock (LNT) 0.0 $162k 2.7k 60.47
Mcdonalds Corp Common Stock (MCD) 0.0 $160k 546.00 292.26
W P Carey Common Stock (WPC) 0.0 $156k 2.5k 62.38
Broadcom Common Stock (AVGO) 0.0 $150k 543.00 275.65
Exxon Mobil Common Stock (XOM) 0.0 $143k 1.3k 107.80
Visa Common Stock (V) 0.0 $141k 396.00 355.05
Walt Disney Common Stock (DIS) 0.0 $137k 1.1k 124.04
Northrop Grumman Common Stock (NOC) 0.0 $136k 271.00 499.98
Vanguard Ftse MF Closed and MF Open (VEA) 0.0 $135k 2.4k 57.01
Dimensional Us MF Closed and MF Open (DFUS) 0.0 $131k 2.0k 67.02
Nicolet Bankshares Common Stock (NIC) 0.0 $126k 1.0k 123.48
Goldman Sachs Common Stock (GS) 0.0 $123k 174.00 707.75
Sector Consumer MF Closed and MF Open (XLP) 0.0 $120k 1.5k 80.99
Ishares Msci MF Closed and MF Open (ACWI) 0.0 $119k 925.00 128.60
Nuveen Esg MF Closed and MF Open (NUDM) 0.0 $117k 3.3k 35.49
United Parcel Common Stock (UPS) 0.0 $116k 1.1k 100.98
Grainger W W Common Stock (GWW) 0.0 $112k 108.00 1040.24
Invesco Ftse MF Closed and MF Open (PRF) 0.0 $112k 2.7k 42.27
Nuveen Esg MF Closed and MF Open (NUBD) 0.0 $112k 5.0k 22.26
Ishares Core MF Closed and MF Open (IEMG) 0.0 $111k 1.9k 60.03
Ishares Gold Common Stock (IAU) 0.0 $111k 1.8k 62.36
Ishares Core MF Closed and MF Open (IUSV) 0.0 $111k 1.2k 94.63
Spdr Series MF Closed and MF Open (SDY) 0.0 $111k 815.00 135.73
Netflix Common Stock (NFLX) 0.0 $110k 82.00 1339.12
Automatic Data Common Stock (ADP) 0.0 $102k 331.00 308.54
Cisco Systems Common Stock (CSCO) 0.0 $102k 1.5k 69.38
First Trust MF Closed and MF Open (RDVY) 0.0 $100k 1.6k 62.74
Ishares Bitcoin MF Closed and MF Open (IBIT) 0.0 $100k 1.6k 61.21
Southern Company Common Stock (SO) 0.0 $99k 1.1k 91.82
Pepsico Common Stock (PEP) 0.0 $98k 744.00 132.04
Ameren Corp Common Stock (AEE) 0.0 $98k 1.0k 96.04
Ishares Msci MF Closed and MF Open (EFA) 0.0 $98k 1.1k 89.39
Waste Management Common Stock (WM) 0.0 $97k 423.00 228.82
Amgen Common Stock (AMGN) 0.0 $94k 337.00 278.99
Capital Group MF Closed and MF Open (CGUS) 0.0 $93k 2.5k 36.93
Wisdomtree Trust MF Closed and MF Open (IHDG) 0.0 $89k 2.0k 45.05
Ishares Global MF Closed and MF Open (REET) 0.0 $89k 3.6k 24.70
Xcel Energy Common Stock (XEL) 0.0 $87k 1.3k 68.10
Union Pacific Corp Common Stock (UNP) 0.0 $87k 376.00 230.36
Verizon Communications Common Stock (VZ) 0.0 $85k 2.0k 43.27
Spdr Series MF Closed and MF Open (RWR) 0.0 $84k 875.00 96.44
Ishares S&p MF Closed and MF Open (IVW) 0.0 $83k 754.00 110.10
Ishares Semiconductor MF Closed and MF Open (SOXX) 0.0 $82k 342.00 239.01
Vanguard Information MF Closed and MF Open (VGT) 0.0 $82k 123.00 663.28
Ishares S&p MF Closed and MF Open (IVE) 0.0 $82k 417.00 195.42
Ark Next MF Closed and MF Open (ARKW) 0.0 $82k 552.00 147.62
Merck & Company Common Stock (MRK) 0.0 $82k 1.0k 79.17
3m Company Common Stock (MMM) 0.0 $81k 534.00 152.24
Applied Materials Common Stock (AMAT) 0.0 $81k 443.00 182.88
Vaneck Morningstar MF Closed and MF Open (SMOT) 0.0 $80k 2.3k 34.80
Prudential Financial Common Stock (PRU) 0.0 $80k 740.00 107.37
Nuveen Esg MF Closed and MF Open (NUSC) 0.0 $79k 1.9k 40.74
Fidelity National Common Stock (FIS) 0.0 $79k 967.00 81.44
Advanced Micro Common Stock (AMD) 0.0 $77k 541.00 141.90
Exact Sciences Common Stock (EXAS) 0.0 $77k 1.4k 53.14
Procter & Gamble Common Stock (PG) 0.0 $75k 469.00 159.17
Ishares Europe MF Closed and MF Open (IEV) 0.0 $73k 1.1k 63.26
Kimberly Clark Common Stock (KMB) 0.0 $72k 560.00 128.92
Ark Autonomous MF Closed and MF Open (ARKQ) 0.0 $71k 797.00 89.17
Tjx Cos Common Stock (TJX) 0.0 $70k 568.00 123.49
Walmart Common Stock (WMT) 0.0 $70k 712.00 97.73
Ishares Esg MF Closed and MF Open (ESGD) 0.0 $68k 765.00 89.22
Janus Henderson MF Closed and MF Open (JAAA) 0.0 $68k 1.3k 50.75
Schwab Charles Common Stock (SCHW) 0.0 $64k 705.00 91.24
Ishares Silver Common Stock (SLV) 0.0 $64k 2.0k 32.81
Kellanova Common Stock (K) 0.0 $64k 800.00 79.53
Ishares Msci MF Closed and MF Open (QUAL) 0.0 $64k 348.00 182.82
National Fuel Common Stock (NFG) 0.0 $64k 750.00 84.71
Abbott Laboratories Common Stock (ABT) 0.0 $61k 446.00 135.88
Fiserv Common Stock (FI) 0.0 $57k 331.00 172.41
Healthcare Select MF Closed and MF Open (XLV) 0.0 $56k 415.00 134.79
Ishares Russell MF Closed and MF Open (SMMD) 0.0 $55k 815.00 67.78
Ishares Select MF Closed and MF Open (DVY) 0.0 $54k 404.00 132.74
Alphabet Common Stock (GOOGL) 0.0 $53k 300.00 176.49
Thermo Fisher Common Stock (TMO) 0.0 $52k 129.00 405.47
Vanguard High MF Closed and MF Open (VYM) 0.0 $51k 385.00 133.31
Simon Property Common Stock (SPG) 0.0 $51k 315.00 160.76
Vanguard Small MF Closed and MF Open (VBR) 0.0 $48k 245.00 195.01
Mge Energy Common Stock (MGEE) 0.0 $47k 528.00 88.44
Ishares Core MF Closed and MF Open (ITOT) 0.0 $47k 345.00 135.04
Navient Corp Common Stock (NAVI) 0.0 $47k 3.3k 14.10
Welltower Common Stock (WELL) 0.0 $46k 300.00 153.73
Pfizer Common Stock (PFE) 0.0 $46k 1.9k 24.24
Sofi Technologies Common Stock (SOFI) 0.0 $45k 2.5k 18.21
Franklin Ftse MF Closed and MF Open (FLIN) 0.0 $45k 1.1k 39.83
Vanguard Small MF Closed and MF Open (VBK) 0.0 $45k 161.00 276.94
Vanguard Russell MF Closed and MF Open (VONE) 0.0 $44k 158.00 280.86
Ark Innovation MF Closed and MF Open (ARKK) 0.0 $44k 627.00 70.29
Invesco S&p MF Closed and MF Open (SPGP) 0.0 $44k 407.00 107.70
SPDR S&P MF Closed and MF Open (GXC) 0.0 $43k 489.00 87.55
Rockwell Automation Common Stock (ROK) 0.0 $41k 124.00 332.30
Steel Dynamics Common Stock (STLD) 0.0 $41k 317.00 128.01
Elevance Health Common Stock (ELV) 0.0 $41k 104.00 388.96
Spdr Gold MF Closed and MF Open (GLDM) 0.0 $40k 617.00 65.52
Cintas Corp Common Stock (CTAS) 0.0 $40k 180.00 222.87
Altria Group Common Stock (MO) 0.0 $40k 680.00 58.61
Royal Caribbean Common Stock (RCL) 0.0 $40k 127.00 313.14
Alibaba Group Common Stock (BABA) 0.0 $40k 348.00 113.42
Energy Select MF Closed and MF Open (XLE) 0.0 $37k 441.00 84.81
Bank Montreal Common Stock (BMO) 0.0 $37k 335.00 110.63
Spdr Nyse MF Closed and MF Open (XNTK) 0.0 $37k 155.00 237.28
Tko Group Common Stock (TKO) 0.0 $36k 200.00 181.95
Comcast Corp Common Stock (CMCSA) 0.0 $36k 1.0k 35.69
Salesforce Common Stock (CRM) 0.0 $35k 130.00 272.69
Duke Energy Common Stock (DUK) 0.0 $35k 300.00 118.00
Microstrategy Common Stock (MSTR) 0.0 $35k 87.00 404.24
Pimco Short MF Closed and MF Open (SMMU) 0.0 $35k 700.00 50.17
Ishares Core MF Closed and MF Open (DGRO) 0.0 $35k 549.00 63.94
Parker-hannifin Corp Common Stock (PH) 0.0 $35k 50.00 698.48
Ishares S&p MF Closed and MF Open (IJS) 0.0 $35k 350.00 99.49
Fedex Corp Common Stock (FDX) 0.0 $35k 152.00 227.31
Agnico-eagle Common Stock (AEM) 0.0 $34k 285.00 118.93
Ishares Core MF Closed and MF Open (IXUS) 0.0 $34k 436.00 77.31
Franklin Us MF Closed and MF Open (FLQS) 0.0 $33k 807.00 41.11
Symbotic Common Stock (SYM) 0.0 $32k 820.00 38.85
Lpl Financial Common Stock (LPLA) 0.0 $31k 84.00 373.06
Wheaton Precious Common Stock (WPM) 0.0 $31k 345.00 89.80
Morgan Stanley Common Stock (MS) 0.0 $31k 219.00 140.86
Canadian National Common Stock (CNI) 0.0 $30k 292.00 104.04
Iron Mountain Common Stock (IRM) 0.0 $30k 295.00 102.57
SPDR S&P MF Closed and MF Open (EDIV) 0.0 $30k 793.00 38.12
Sprott Physical MF Closed and MF Open (CEF) 0.0 $30k 1.0k 30.10
Invesco India MF Closed and MF Open (PIN) 0.0 $30k 1.1k 26.96
Paypal Holdings Common Stock (PYPL) 0.0 $30k 402.00 74.32
Invesco Water MF Closed and MF Open (PHO) 0.0 $30k 425.00 69.91
Fidelity Total MF Closed and MF Open (FBND) 0.0 $29k 641.00 45.75
Toll Brothers Common Stock (TOL) 0.0 $29k 253.00 114.11
Qualcomm Common Stock (QCOM) 0.0 $29k 179.00 159.26
Camden Property Common Stock (CPT) 0.0 $28k 250.00 112.69
Enterprise Products Oil & Gas, Real Estate and REIT (EPD) 0.0 $28k 904.00 31.01
Wisdomtree U S MF Closed and MF Open (DTD) 0.0 $28k 350.00 79.52
Lyondellbasell Industrie Common Stock (LYB) 0.0 $28k 475.00 57.86
Ge Aerospace Common Stock (GE) 0.0 $27k 103.00 257.39
Yum Brands Common Stock (YUM) 0.0 $26k 178.00 148.18
Church & Dwight Common Stock (CHD) 0.0 $26k 270.00 96.11
Roper Technologies Common Stock (ROP) 0.0 $26k 45.00 566.84
Becton Dickinson Common Stock (BDX) 0.0 $26k 148.00 172.25
Invesco S&p MF Closed and MF Open (SPLV) 0.0 $26k 350.00 72.82
Ishares S&p MF Closed and MF Open (IUSG) 0.0 $25k 169.00 150.40
Unitedhealth Group Common Stock (UNH) 0.0 $25k 80.00 311.98
Danaher Corp Common Stock (DHR) 0.0 $25k 126.00 197.09
Ppg Industries Common Stock (PPG) 0.0 $25k 217.00 113.67
Badger Meter Common Stock (BMI) 0.0 $25k 100.00 244.95
Capital One Common Stock (COF) 0.0 $25k 115.00 212.76
Ishares Msci MF Closed and MF Open (SCZ) 0.0 $24k 326.00 72.68
Proshares S&p MF Closed and MF Open (NOBL) 0.0 $24k 235.00 100.70
Harley Davidson Common Stock (HOG) 0.0 $24k 999.00 23.60
Linde Common Stock (LIN) 0.0 $24k 50.00 469.18
Ishares Core MF Closed and MF Open (HDV) 0.0 $23k 200.00 117.17
Taiwan Semiconductor Common Stock (TSM) 0.0 $23k 103.00 226.49
Cybin Common Stock (CYBN) 0.0 $23k 2.8k 8.39
Vaneck Gold MF Closed and MF Open (GDX) 0.0 $23k 442.00 52.06
Ftai Aviation Common Stock (FTAI) 0.0 $23k 200.00 115.04
Palantir Technologies Common Stock (PLTR) 0.0 $23k 168.00 136.32
Nuveen Esg MF Closed and MF Open (NUMV) 0.0 $23k 634.00 36.05
Novo Nordisk Common Stock (NVO) 0.0 $23k 326.00 69.02
Carnival Corp Common Stock (CCL) 0.0 $22k 780.00 28.12
Avantis U S MF Closed and MF Open (AVMC) 0.0 $21k 324.00 66.19
Vanguard International MF Closed and MF Open (VIGI) 0.0 $21k 234.00 90.12
Sherwin Williams Common Stock (SHW) 0.0 $21k 60.00 343.37
Harbor Long MF Closed and MF Open (WINN) 0.0 $20k 700.00 29.13
Williams Cos Common Stock (WMB) 0.0 $20k 321.00 62.81
Dimensional Us MF Closed and MF Open (DFUV) 0.0 $19k 456.00 42.28
Generac Holdings Common Stock (GNRC) 0.0 $19k 133.00 143.21
Ishares U S MF Closed and MF Open (IHF) 0.0 $19k 390.00 48.65
First Trust MF Closed and MF Open (QTEC) 0.0 $19k 89.00 212.83
Leonardo Drs Common Stock (DRS) 0.0 $19k 400.00 46.48
Main Street Common Stock (MAIN) 0.0 $18k 300.00 59.10
United Airlines Common Stock (UAL) 0.0 $18k 222.00 79.63
Medical Properties Common Stock (MPW) 0.0 $18k 4.1k 4.31
Medtronic Common Stock (MDT) 0.0 $17k 200.00 87.17
Anavex Life Common Stock (AVXL) 0.0 $17k 1.9k 9.22
Toro Common Stock (TTC) 0.0 $17k 240.00 70.68
Ormat Technologies Common Stock (ORA) 0.0 $17k 200.00 83.76
Vaneck Semiconductor MF Closed and MF Open (SMH) 0.0 $17k 60.00 278.88
Emerson Electric Common Stock (EMR) 0.0 $17k 125.00 133.33
Eog Resources Common Stock (EOG) 0.0 $17k 139.00 119.61
Ford Motor Common Stock (F) 0.0 $17k 1.5k 10.85
Eastgroup Properties Common Stock (EGP) 0.0 $16k 95.00 167.12
Blackrock Fdg Common Stock (BLK) 0.0 $16k 15.00 1049.27
Texas Instruments Common Stock (TXN) 0.0 $16k 75.00 207.63
Bristol Myers Common Stock (BMY) 0.0 $16k 335.00 46.29
Otter Tail Common Stock (OTTR) 0.0 $15k 200.00 77.09
Avista Corp Common Stock (AVA) 0.0 $15k 400.00 37.95
L3harris Technologies Common Stock (LHX) 0.0 $15k 60.00 250.83
Blackstone Common Stock (BX) 0.0 $15k 100.00 149.58
Invesco S&p MF Closed and MF Open (RWJ) 0.0 $15k 345.00 43.29
Allstate Corp Common Stock (ALL) 0.0 $15k 73.00 201.32
Delta Airlines Common Stock (DAL) 0.0 $14k 287.00 49.18
Global X MF Closed and MF Open (COPX) 0.0 $14k 310.00 45.00
Xtrackers S&p MF Closed and MF Open (SNPE) 0.0 $14k 252.00 55.30
First Trust MF Closed and MF Open (QCLN) 0.0 $14k 420.00 32.69
Cameco Corp Common Stock (CCJ) 0.0 $14k 184.00 74.23
Block Common Stock (XYZ) 0.0 $14k 200.00 67.93
Ishares Esg MF Closed and MF Open (ESGU) 0.0 $14k 100.00 135.30
Intuit Common Stock (INTU) 0.0 $13k 17.00 787.65
Kratos Defense Common Stock (KTOS) 0.0 $13k 275.00 46.45
Ishares Russell MF Closed and MF Open (IWB) 0.0 $13k 37.00 339.57
Vaneck Uranium MF Closed and MF Open (NLR) 0.0 $13k 113.00 111.18
Realty Income Common Stock (O) 0.0 $13k 218.00 57.61
Capital Group MF Closed and MF Open (CGXU) 0.0 $13k 462.00 27.13
Valero Energy Common Stock (VLO) 0.0 $13k 93.00 134.42
Baker Hughes Common Stock (BKR) 0.0 $13k 325.00 38.34
Lowes Companies Common Stock (LOW) 0.0 $12k 56.00 221.86
Ishares Global MF Closed and MF Open (IOO) 0.0 $12k 115.00 107.81
Lcnb Corp Common Stock (LCNB) 0.0 $12k 800.00 14.53
Ishares Russell MF Closed and MF Open (IWR) 0.0 $12k 126.00 91.97
Vaneck Vietnam MF Closed and MF Open (VNM) 0.0 $11k 827.00 13.75
Pacer Us MF Closed and MF Open (COWZ) 0.0 $11k 200.00 55.10
Communication Services MF Closed and MF Open (XLC) 0.0 $11k 100.00 108.53
Vanguard Ftse MF Closed and MF Open (VGK) 0.0 $11k 140.00 77.50
Vaneck Morningstar MF Closed and MF Open (MOAT) 0.0 $11k 115.00 93.79
Ishares Msci MF Closed and MF Open (EIDO) 0.0 $11k 595.00 17.62
Capital Group MF Closed and MF Open (CGGR) 0.0 $10k 257.00 40.65
Schwab Us MF Closed and MF Open (SCHD) 0.0 $10k 394.00 26.50
Vanguard Ftse MF Closed and MF Open (VPL) 0.0 $10k 125.00 82.18
Invesco Building MF Closed and MF Open (PKB) 0.0 $10k 127.00 80.35
Dimensional Us MF Closed and MF Open (DFAT) 0.0 $10k 189.00 53.96
Phillips 66 Common Stock (PSX) 0.0 $10k 85.00 119.31
Crocs Common Stock (CROX) 0.0 $10k 100.00 101.28
Curtiss Wright Corp De Common Stock (CW) 0.0 $9.8k 20.00 488.55
Adobe Common Stock (ADBE) 0.0 $9.7k 25.00 386.88
Vanguard Extended MF Closed and MF Open (VXF) 0.0 $9.6k 50.00 192.72
Reinsurance Group Common Stock (RGA) 0.0 $9.5k 48.00 198.35
Bank New York Common Stock (BK) 0.0 $9.4k 103.00 91.12
Servicenow Common Stock (NOW) 0.0 $9.3k 9.00 1028.00
Infosys Common Stock (INFY) 0.0 $9.2k 496.00 18.53
Oneok Common Stock (OKE) 0.0 $9.1k 112.00 81.63
Ishares Tips MF Closed and MF Open (TIP) 0.0 $9.1k 83.00 110.04
Idexx Labs Common Stock (IDXX) 0.0 $9.1k 17.00 536.35
Ishares Iboxx MF Closed and MF Open (HYG) 0.0 $9.1k 113.00 80.65
Invesco S&p MF Closed and MF Open (RSP) 0.0 $9.1k 50.00 181.74
Vanguard Total MF Closed and MF Open (BND) 0.0 $9.1k 123.00 73.63
Ge Vernova Common Stock (GEV) 0.0 $9.0k 17.00 529.18
Fastenal Common Stock (FAST) 0.0 $9.0k 214.00 42.00
Marriott Intl Common Stock (MAR) 0.0 $8.7k 32.00 273.22
Huntington Ingalls Common Stock (HII) 0.0 $8.7k 36.00 241.47
Watts Water Common Stock (WTS) 0.0 $8.6k 35.00 245.89
Vertiv Holdings Common Stock (VRT) 0.0 $8.6k 67.00 128.40
Invesco Russell MF Closed and MF Open (OMFS) 0.0 $8.6k 214.00 40.09
Ark Genomic MF Closed and MF Open (ARKG) 0.0 $8.5k 351.00 24.35
Evolus Common Stock (EOLS) 0.0 $8.5k 927.00 9.21
Southern Copper Common Stock (SCCO) 0.0 $8.5k 84.00 101.17
Orion Energy Common Stock (OESX) 0.0 $8.4k 14k 0.60
Asml Holding Common Stock (ASML) 0.0 $8.0k 10.00 801.40
Vail Resorts Common Stock (MTN) 0.0 $7.9k 50.00 157.12
Inspire Intl MF Closed and MF Open (WWJD) 0.0 $7.7k 224.00 34.27
Ishares Esg MF Closed and MF Open (ESML) 0.0 $7.6k 185.00 41.33
Analog Devices Common Stock (ADI) 0.0 $7.6k 32.00 238.03
Sysco Corp Common Stock (SYY) 0.0 $7.6k 100.00 75.74
Pembina Pipeline Common Stock (PBA) 0.0 $7.5k 200.00 37.51
Booz Allen Common Stock (BAH) 0.0 $7.5k 72.00 104.12
Kinder Morgan Common Stock (KMI) 0.0 $7.2k 245.00 29.40
Illinois Tool Common Stock (ITW) 0.0 $7.2k 29.00 247.24
Invesco S&p MF Closed and MF Open (XMMO) 0.0 $7.1k 55.00 128.64
Solventum Corp Common Stock (SOLV) 0.0 $7.1k 93.00 75.84
Rio Tinto Common Stock (RIO) 0.0 $6.9k 118.00 58.33
Ishares Morningstar MF Closed and MF Open (ISCB) 0.0 $6.7k 115.00 58.28
Metlife Common Stock (MET) 0.0 $6.4k 80.00 80.42
Joby Aviation Common Stock (JOBY) 0.0 $6.3k 600.00 10.55
First Majestic Common Stock (AG) 0.0 $6.3k 765.00 8.27
Lyft Common Stock (LYFT) 0.0 $6.3k 400.00 15.76
Bank America Common Stock (BAC) 0.0 $6.3k 133.00 47.32
Mckesson Corp Common Stock (MCK) 0.0 $6.2k 8.00 769.38
Life Time Common Stock (LTH) 0.0 $6.1k 200.00 30.33
Boeing Company Common Stock (BA) 0.0 $5.9k 28.00 209.54
Financial Select MF Closed and MF Open (XLF) 0.0 $5.7k 109.00 52.37
Mastercard Common Stock (MA) 0.0 $5.6k 10.00 561.90
Chipotle Mexican Common Stock (CMG) 0.0 $5.6k 100.00 56.15
Fidelity Blue MF Closed and MF Open (FBCG) 0.0 $5.5k 115.00 48.24
Ishares Msci MF Closed and MF Open (SCJ) 0.0 $5.5k 65.00 84.89
Dover Corp Common Stock (DOV) 0.0 $5.5k 30.00 183.23
Ishares U S MF Closed and MF Open (IYT) 0.0 $5.5k 80.00 68.54
Ringcentral Common Stock (RNG) 0.0 $5.4k 190.00 28.35
Boston Scientific Common Stock (BSX) 0.0 $5.4k 50.00 107.42
Norwegian Cruise Common Stock (NCLH) 0.0 $5.3k 260.00 20.28
Prologis Common Stock (PLD) 0.0 $5.3k 50.00 105.12
Equitable Holdings Common Stock (EQH) 0.0 $5.3k 94.00 55.86
Under Armour Common Stock (UA) 0.0 $5.2k 800.00 6.49
Constellation Energy Common Stock (CEG) 0.0 $5.2k 16.00 322.75
Ishares Msci MF Closed and MF Open (ECNS) 0.0 $5.1k 160.00 31.64
Msc Indl Common Stock (MSM) 0.0 $5.0k 59.00 85.02
Axalta Coating Common Stock (AXTA) 0.0 $5.0k 167.00 29.69
Newmont Corp Common Stock (NEM) 0.0 $4.9k 84.00 58.26
Sociedad Quimica Common Stock (SQM) 0.0 $4.8k 137.00 35.27
Bath & Body Common Stock (BBWI) 0.0 $4.8k 160.00 29.96
Wrap Technologies Common Stock (WRAP) 0.0 $4.7k 3.0k 1.56
Warner Bros Common Stock (WBD) 0.0 $4.5k 396.00 11.46
Hormel Foods Common Stock (HRL) 0.0 $4.5k 150.00 30.25
Avantis U S MF Closed and MF Open (AVUS) 0.0 $4.5k 45.00 100.82
Vanguard Real MF Closed and MF Open (VNQ) 0.0 $4.5k 50.00 89.06
General Dynamics Common Stock (GD) 0.0 $4.4k 15.00 291.67
Ishares Msci MF Closed and MF Open (EFV) 0.0 $4.3k 67.00 63.48
Fortune Brands Common Stock (FBIN) 0.0 $4.1k 80.00 51.48
Vanguard Ftse MF Closed and MF Open (VEU) 0.0 $4.1k 61.00 67.21
Constellation Brands Common Stock (STZ) 0.0 $4.1k 25.00 162.68
Crown Castle Common Stock (CCI) 0.0 $3.7k 36.00 102.72
Matthews Intl Corp Cl A Common Stock (MATW) 0.0 $3.7k 153.00 23.91
Zimmer Biomet Common Stock (ZBH) 0.0 $3.6k 40.00 91.20
Madison Square Common Stock (MSGS) 0.0 $3.6k 17.00 208.94
Mondelez International Common Stock (MDLZ) 0.0 $3.4k 50.00 67.44
Wk Kellogg Common Stock 0.0 $3.2k 200.00 15.94
Schwab Intl MF Closed and MF Open (SCHF) 0.0 $3.0k 138.00 22.10
Diageo Common Stock (DEO) 0.0 $3.0k 30.00 100.83
Iac Common Stock (IAC) 0.0 $3.0k 80.00 37.34
Siren Nasdaq MF Closed and MF Open (BLCN) 0.0 $3.0k 128.00 23.32
Jpmorgan Betabuilders MF Closed and MF Open (BBRE) 0.0 $2.9k 32.00 92.12
Quidelortho Corp Common Stock (QDEL) 0.0 $2.9k 100.00 28.82
American Beacon MF Closed and MF Open (MGNR) 0.0 $2.8k 85.00 33.22
Trump Media Common Stock (DJT) 0.0 $2.8k 156.00 18.04
Sila Realty Common Stock (SILA) 0.0 $2.8k 117.00 23.67
Kraft Heinz Common Stock (KHC) 0.0 $2.6k 100.00 25.82
Dell Technologies Common Stock (DELL) 0.0 $2.3k 19.00 122.58
Inspire Small MF Closed and MF Open (ISMD) 0.0 $2.2k 63.00 35.52
T Rowe MF Closed and MF Open (TCAF) 0.0 $2.2k 62.00 35.27
Firstenergy Corp Common Stock (FE) 0.0 $2.1k 53.00 40.26
Exelon Corp Common Stock (EXC) 0.0 $2.1k 49.00 43.43
Pultegroup Common Stock (PHM) 0.0 $2.1k 20.00 103.35
Schwab Fundamental MF Closed and MF Open (FNDX) 0.0 $1.9k 78.00 24.54
Vaneck Jr MF Closed and MF Open (GDXJ) 0.0 $1.9k 28.00 67.61
Canadian Solar Common Stock (CSIQ) 0.0 $1.8k 167.00 11.04
Jpmorgan Diversified MF Closed and MF Open (JPEM) 0.0 $1.8k 32.00 57.16
Real Estate MF Closed and MF Open (XLRE) 0.0 $1.8k 44.00 41.57
Albemarle Corp Common Stock (ALB) 0.0 $1.8k 28.00 62.68
Ishares Core MF Closed and MF Open (IEFA) 0.0 $1.8k 21.00 83.48
Vanguard Mid MF Closed and MF Open (VO) 0.0 $1.7k 6.00 279.83
Zim Integrated Common Stock (ZIM) 0.0 $1.6k 97.00 16.09
Ameriprise Financial Common Stock (AMP) 0.0 $1.5k 3.00 498.00
Schwab Fundamental MF Closed and MF Open (FNDE) 0.0 $1.4k 43.00 33.00
Marriott Vacations Common Stock (VAC) 0.0 $1.4k 19.00 72.32
Airbnb Common Stock (ABNB) 0.0 $1.3k 10.00 132.30
Corning Common Stock (GLW) 0.0 $1.3k 24.00 52.58
Wisdomtree India MF Closed and MF Open (EPI) 0.0 $1.2k 26.00 47.46
Ftai Infrastructure Common Stock (FIP) 0.0 $1.2k 200.00 6.17
Schwab Fundamental MF Closed and MF Open (FNDA) 0.0 $1.2k 42.00 28.64
BP Common Stock (BP) 0.0 $1.2k 40.00 29.93
Vodafone Group Common Stock (VOD) 0.0 $1.2k 109.00 10.66
Ge Healthcare Common Stock (GEHC) 0.0 $1.0k 14.00 74.07
Fidelity Enhanced MF Closed and MF Open (FELG) 0.0 $1.0k 28.00 37.04
Bio-techne Common Stock (TECH) 0.0 $1.0k 20.00 51.45
Equity Lifestyle Common Stock (ELS) 0.0 $925.000500 15.00 61.67
Masterbrand Common Stock (MBC) 0.0 $874.000000 80.00 10.93
Schwab Us MF Closed and MF Open (SCHA) 0.0 $759.000000 30.00 25.30
Quest Diagnostics Common Stock (DGX) 0.0 $719.000000 4.00 179.75
Brighthouse Financial Common Stock (BHF) 0.0 $700.000600 13.00 53.85
Amplify Alternative MF Closed and MF Open (MJ) 0.0 $683.000600 38.00 17.97
Associated Banc Common Stock (ASB) 0.0 $681.998800 28.00 24.36
Vanguard Mid MF Closed and MF Open (VOE) 0.0 $658.000000 4.00 164.50
Angi Common Stock (ANGI) 0.0 $640.999800 42.00 15.26
Twin Disc Common Stock (TWIN) 0.0 $582.997800 66.00 8.83
Ishares U S MF Closed and MF Open (GOVT) 0.0 $575.000000 25.00 23.00
Quantumscape Corp Common Stock (QS) 0.0 $538.000000 80.00 6.72
Fifth Third Common Stock (FITB) 0.0 $534.999400 13.00 41.15
Orchid Island Common Stock (ORC) 0.0 $463.003200 66.00 7.02
Vanguard Short MF Closed and MF Open (VTIP) 0.0 $451.999800 9.00 50.22
Pinnacle West Common Stock (PNW) 0.0 $447.000000 5.00 89.40
Invesco Optimum MF Closed and MF Open (PDBC) 0.0 $429.999900 33.00 13.03
Nike Common Stock (NKE) 0.0 $426.000000 6.00 71.00
Ishares Global MF Closed and MF Open (IGF) 0.0 $414.000300 7.00 59.14
Restaurant Brands Common Stock (QSR) 0.0 $397.999800 6.00 66.33
Citigroup Common Stock (C) 0.0 $340.000000 4.00 85.00
Liberty Latin Common Stock (LILAK) 0.0 $311.000000 50.00 6.22
Wendys Common Stock (WEN) 0.0 $307.999800 27.00 11.41
Liberty Latin Common Stock (LILA) 0.0 $305.000000 50.00 6.10
Lumen Technologies Common Stock (LUMN) 0.0 $294.002700 67.00 4.39
Uranium Energy Common Stock (UEC) 0.0 $224.000700 33.00 6.79
Lands End Common Stock (LE) 0.0 $202.999800 19.00 10.68
Starbucks Corp Common Stock (SBUX) 0.0 $183.000000 2.00 91.50
Acco Brands Common Stock (ACCO) 0.0 $64.000800 18.00 3.56
Zimvie Common Stock (ZIMV) 0.0 $37.000000 4.00 9.25
Avanos Medical Common Stock (AVNS) 0.0 $24.000000 2.00 12.00
Nuveen Dynamic MF Closed and MF Open (NDMO) 0.0 $0 0 0.00
Blackrock Technology MF Closed and MF Open (BTX) 0.0 $0 0 0.00
Blackrock Esg MF Closed and MF Open (ECAT) 0.0 $0 0 0.00