IAG Wealth Partners

IAG Wealth Partners as of March 31, 2026

Portfolio Holdings for IAG Wealth Partners

IAG Wealth Partners holds 509 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 MF Closed and MF Open (SPYM) 7.2 $65M 846k 76.54
Jpmorgan Active MF Closed and MF Open (JBND) 6.7 $60M 1.1M 53.77
Nyli Mackay MF Closed and MF Open (MMIT) 5.1 $46M 1.9M 24.11
Avantis Intl MF Closed and MF Open (AVIV) 4.8 $43M 581k 74.83
Goldman Sachs MF Closed and MF Open (GSLC) 4.5 $41M 326k 125.13
Wisdomtree U S MF Closed and MF Open (DLN) 4.0 $36M 399k 89.33
Ishares Core MF Closed and MF Open (DIVB) 3.1 $28M 522k 53.95
Goldman Sachs MF Closed and MF Open (GSIE) 3.1 $28M 648k 43.13
Wisdomtree U S MF Closed and MF Open (DON) 2.9 $26M 501k 52.54
Ishares Core MF Closed and MF Open (IVV) 2.8 $25M 38k 653.21
Simplify Managed MF Closed and MF Open (CTA) 2.7 $24M 795k 30.22
Invesco Large MF Closed and MF Open (PWV) 2.5 $23M 323k 69.71
Vanguard Growth MF Closed and MF Open (VUG) 2.5 $22M 51k 436.79
Avantis Intl MF Closed and MF Open (AVDE) 2.4 $22M 256k 84.84
Jpmorgan MF Closed and MF Open (JMUB) 2.3 $21M 413k 49.99
Pgim Ultra MF Closed and MF Open (PULS) 2.3 $21M 416k 49.50
Fidelity Enhanced MF Closed and MF Open (FELG) 2.3 $20M 541k 37.49
State Street MF Closed and MF Open (SPDW) 2.1 $19M 415k 45.65
Vaneck Natural MF Closed and MF Open (HAP) 2.0 $18M 253k 72.47
Ishares Morningstar MF Closed and MF Open (IMCG) 2.0 $18M 230k 78.77
Imgp Dbi MF Closed and MF Open (DBMF) 1.8 $16M 541k 30.15
State Street MF Closed and MF Open (SPTM) 1.6 $14M 177k 79.06
State Street MF Closed and MF Open (SPMD) 1.5 $14M 230k 59.22
Columbia Research MF Closed and MF Open (RECS) 1.5 $13M 338k 38.98
Wisdomtree Us MF Closed and MF Open (DGRW) 1.3 $11M 128k 87.84
State Street MF Closed and MF Open (SPYG) 1.2 $11M 110k 97.91
Ishares Russell MF Closed and MF Open (IWY) 1.2 $11M 42k 248.84
Victoryshares Small MF Closed and MF Open (SFLO) 1.1 $10M 343k 30.03
State Street MF Closed and MF Open (CWI) 1.1 $10M 280k 36.59
Flexshares Morningstar MF Closed and MF Open (GUNR) 1.0 $9.0M 163k 55.16
State Street MF Closed and MF Open (SPAB) 0.9 $7.7M 301k 25.62
State Street MF Closed and MF Open (MDYV) 0.8 $6.9M 81k 85.15
State Street MF Closed and MF Open (SPSM) 0.7 $6.5M 135k 48.32
Vanguard Dividend MF Closed and MF Open (VIG) 0.7 $6.4M 30k 215.06
State Street MF Closed and MF Open (SPYV) 0.6 $5.8M 102k 56.58
Avantis Emerging MF Closed and MF Open (AVEM) 0.6 $5.6M 69k 80.58
State Street MF Closed and MF Open (GNR) 0.6 $5.3M 71k 74.67
Dimensional Emerging MF Closed and MF Open (DFAE) 0.6 $5.2M 154k 33.86
Jpmorgan MF Closed and MF Open (BBSC) 0.6 $5.1M 68k 75.07
Pimco Enhanced MF Closed and MF Open (PYLD) 0.5 $4.8M 183k 26.20
Hartford Multifactor MF Closed and MF Open (RODM) 0.5 $4.7M 119k 39.42
Fidelity Covington MF Closed and MF Open (FESM) 0.5 $4.6M 121k 38.00
Invesco S&p MF Closed and MF Open (SPHQ) 0.5 $4.4M 59k 75.19
Fidelity Enhanced MF Closed and MF Open (FMDE) 0.5 $4.4M 123k 35.96
State Street MF Closed and MF Open (MDYG) 0.5 $4.3M 45k 95.96
Ishares Morningstar MF Closed and MF Open (ISCG) 0.5 $4.3M 78k 54.80
Franklin Us MF Closed and MF Open (FLQM) 0.4 $3.5M 65k 54.93
Dimensional Intl MF Closed and MF Open (DFIS) 0.4 $3.4M 101k 33.67
Neuberger Commodity MF Closed and MF Open (NBCM) 0.4 $3.4M 121k 28.03
Victoryshares Us MF Closed and MF Open (CSB) 0.4 $3.2M 52k 61.75
John Hancock MF Closed and MF Open (JHMM) 0.3 $3.0M 44k 67.12
Jpmorgan Betabuilders MF Closed and MF Open (BBUS) 0.3 $2.3M 20k 117.18
Berkshire Hathaway Common Stock (BRK.B) 0.3 $2.3M 4.8k 479.20
Avantis Intl MF Closed and MF Open (AVDV) 0.3 $2.3M 23k 99.86
Janus Detroit MF Closed and MF Open (JSMD) 0.2 $2.2M 28k 79.35
Hartford Schroders MF Closed and MF Open (HTAB) 0.2 $2.2M 114k 19.00
State Street MF Closed and MF Open (SPEM) 0.2 $2.1M 45k 46.91
Jpmorgan Hedged MF Closed and MF Open (HELO) 0.2 $2.1M 33k 63.91
Jpmorgan MF Closed and MF Open (JMST) 0.2 $2.0M 40k 50.98
Johnson & Johnson Common Stock (JNJ) 0.2 $1.7M 7.1k 244.44
State Street MF Closed and MF Open (SMLV) 0.2 $1.6M 12k 137.08
State Street MF Closed and MF Open (SJNK) 0.2 $1.6M 65k 24.98
Wec Energy Common Stock (WEC) 0.2 $1.5M 13k 115.77
Apple Common Stock (AAPL) 0.2 $1.5M 5.9k 253.79
Vanguard Total MF Closed and MF Open (VTI) 0.1 $1.3M 4.1k 320.81
Wisdomtree U S MF Closed and MF Open (DES) 0.1 $1.3M 36k 35.94
State Street MF Closed and MF Open (SPGM) 0.1 $1.3M 17k 75.71
Vanguard S&p MF Closed and MF Open (VOO) 0.1 $1.3M 2.1k 597.55
Invesco Msci MF Closed and MF Open (PBUS) 0.1 $1.2M 18k 65.17
Schwab Us MF Closed and MF Open (SCHM) 0.1 $1.1M 35k 30.96
Capital Group MF Closed and MF Open (CGGE) 0.1 $1.0M 34k 30.50
Jpmorgan Betabuilders MF Closed and MF Open (BBMC) 0.1 $907k 8.4k 108.41
Microsoft Corp Common Stock (MSFT) 0.1 $838k 2.3k 370.12
Vanguard Ftse MF Closed and MF Open (VSS) 0.1 $803k 5.5k 145.79
Invesco Qqq MF Closed and MF Open (QQQ) 0.1 $793k 1.4k 577.18
State Street MF Closed and MF Open (SLYV) 0.1 $789k 8.3k 94.58
Nvidia Corp Common Stock (NVDA) 0.1 $780k 4.5k 174.40
Vanguard Fste MF Closed and MF Open (VWO) 0.1 $740k 14k 54.05
Goldman Sachs MF Closed and MF Open (GEM) 0.1 $735k 17k 43.20
Boeing Company Common Stock (BA) 0.1 $693k 3.5k 199.03
Nuveen Esg MF Closed and MF Open (NUMG) 0.1 $685k 17k 41.08
Janus Henderson MF Closed and MF Open (VNLA) 0.1 $662k 14k 48.86
Ishares Russell MF Closed and MF Open (IWM) 0.1 $637k 2.6k 248.00
Ishares Russell MF Closed and MF Open (IWF) 0.1 $573k 1.3k 426.40
Janus Detroit MF Closed and MF Open (JSML) 0.1 $541k 7.7k 70.03
State Street MF Closed and MF Open (SPSB) 0.0 $441k 15k 30.07
Eli Lilly Common Stock (LLY) 0.0 $425k 462.00 919.77
Ishares Core MF Closed and MF Open (IJH) 0.0 $415k 6.1k 67.53
Johnson Controls Common Stock (JCI) 0.0 $413k 3.2k 130.95
State Street MF Closed and MF Open (SLYG) 0.0 $393k 4.1k 96.62
Vanguard Small MF Closed and MF Open (VB) 0.0 $387k 1.5k 261.92
Jpmorgan Chase Common Stock (JPM) 0.0 $363k 1.2k 294.16
State Street MF Closed and MF Open (SPY) 0.0 $360k 554.00 649.96
Amazon Common Stock (AMZN) 0.0 $351k 1.7k 208.27
Pimco Short MF Closed and MF Open (SMMU) 0.0 $349k 6.9k 50.45
Ishares Msci MF Closed and MF Open (MTUM) 0.0 $344k 1.4k 239.99
Vanguard Value MF Closed and MF Open (VTV) 0.0 $337k 1.7k 196.15
Costco Wholesale Common Stock (COST) 0.0 $327k 328.00 996.43
Ishares Core MF Closed and MF Open (IJR) 0.0 $325k 2.6k 124.31
First Trust MF Closed and MF Open (FVD) 0.0 $316k 6.7k 47.03
Chevron Corp Common Stock (CVX) 0.0 $306k 1.5k 206.85
Home Depot Common Stock (HD) 0.0 $306k 931.00 328.89
Ishares Future MF Closed and MF Open (ARTY) 0.0 $303k 6.5k 46.53
Nextera Energy Common Stock (NEE) 0.0 $297k 3.2k 92.88
Coca Cola Company Common Stock (KO) 0.0 $289k 3.8k 76.04
Ishares Ethereum MF Closed and MF Open (ETHA) 0.0 $289k 18k 15.83
Caterpillar Common Stock (CAT) 0.0 $286k 403.00 708.46
Alphabet Common Stock (GOOG) 0.0 $283k 985.00 286.86
Spdr Gold Common Stock (GLD) 0.0 $279k 649.00 430.29
Deere & Co Common Stock (DE) 0.0 $279k 495.00 563.30
Schwab Us MF Closed and MF Open (SCHV) 0.0 $275k 9.0k 30.50
Ishares Esg MF Closed and MF Open (SUSA) 0.0 $259k 2.0k 132.10
Wisdomtree Intl MF Closed and MF Open (DLS) 0.0 $256k 3.1k 81.50
Broadcom Common Stock (AVGO) 0.0 $254k 821.00 309.51
SPDR S&P MF Closed and MF Open (MDY) 0.0 $242k 392.00 616.76
Oracle Corp Common Stock (ORCL) 0.0 $237k 1.6k 147.11
Xtrackers Msci MF Closed and MF Open (DBEF) 0.0 $236k 4.8k 49.40
Pepsico Common Stock (PEP) 0.0 $227k 1.5k 155.29
Energy Transfer Oil & Gas, Real Estate and REIT (ET) 0.0 $211k 11k 19.30
Schwab Us MF Closed and MF Open (SCHX) 0.0 $197k 7.7k 25.64
Global X MF Closed and MF Open (MLPX) 0.0 $194k 2.6k 73.94
Ishares Russell MF Closed and MF Open (IWD) 0.0 $188k 879.00 213.67
Mcdonalds Corp Common Stock (MCD) 0.0 $187k 602.00 310.63
Grainger W W Common Stock (GWW) 0.0 $184k 169.00 1090.81
Strategy Common Stock (MSTR) 0.0 $182k 1.5k 124.80
Ishares Technology MF Closed and MF Open (IYW) 0.0 $177k 978.00 181.42
Exxon Mobil Common Stock (XOM) 0.0 $175k 1.0k 169.66
Donegal Group Common Stock (DGICA) 0.0 $170k 9.9k 17.18
Tesla Common Stock (TSLA) 0.0 $169k 454.00 371.75
Northrop Grumman Common Stock (NOC) 0.0 $168k 246.00 682.24
At&t Common Stock (T) 0.0 $167k 5.8k 28.99
Abbvie Common Stock (ABBV) 0.0 $162k 746.00 217.62
W P Carey Common Stock (WPC) 0.0 $162k 2.4k 67.95
First Trust MF Closed and MF Open (FEX) 0.0 $161k 1.3k 121.93
Bitmine Immersion Common Stock (BMNR) 0.0 $155k 7.9k 19.78
Invesco S&p MF Closed and MF Open (PBP) 0.0 $152k 6.9k 21.99
Applied Materials Common Stock (AMAT) 0.0 $152k 445.00 341.56
Ishares Semiconductor MF Closed and MF Open (SOXX) 0.0 $152k 462.00 328.93
Nicolet Bankshares Common Stock (NIC) 0.0 $151k 1.0k 148.62
Wisdomtree Floating MF Closed and MF Open (USFR) 0.0 $150k 3.0k 50.34
Amgen Common Stock (AMGN) 0.0 $149k 424.00 351.55
Ishares U S MF Closed and MF Open (BALI) 0.0 $148k 4.8k 30.81
Nuveen Esg MF Closed and MF Open (NUDM) 0.0 $147k 4.1k 36.11
Vanguard Ftse MF Closed and MF Open (VEA) 0.0 $144k 2.3k 64.08
Mfs Blended MF Closed and MF Open (BRIE) 0.0 $141k 5.2k 27.04
Goldman Sachs Common Stock (GS) 0.0 $141k 167.00 845.99
Alphabet Common Stock (GOOGL) 0.0 $137k 478.00 287.41
Nuveen Esg MF Closed and MF Open (NUBD) 0.0 $134k 6.0k 22.21
Dimensional Us MF Closed and MF Open (DFUS) 0.0 $133k 1.9k 70.91
Schwab Us MF Closed and MF Open (SCHD) 0.0 $132k 4.3k 30.68
State Street MF Closed and MF Open (XLP) 0.0 $132k 1.6k 82.00
Invesco Msci MF Closed and MF Open (EFAA) 0.0 $130k 2.5k 52.74
Visa Common Stock (V) 0.0 $129k 425.00 302.24
Invesco Ftse MF Closed and MF Open (PRF) 0.0 $128k 2.7k 47.54
Waste Management Common Stock (WM) 0.0 $120k 520.00 229.79
State Street MF Closed and MF Open (SDY) 0.0 $119k 815.00 145.94
Merck & Company Common Stock (MRK) 0.0 $118k 979.00 120.34
Alliant Energy Common Stock (LNT) 0.0 $113k 1.6k 71.76
Pgim Short MF Closed and MF Open (PSH) 0.0 $113k 2.3k 49.59
Ameren Corp Common Stock (AEE) 0.0 $112k 1.0k 109.92
Tjx Cos Common Stock (TJX) 0.0 $112k 698.00 159.70
Ishares Msci MF Closed and MF Open (EFA) 0.0 $110k 1.1k 97.13
Meta Platforms Common Stock (META) 0.0 $110k 192.00 572.14
First Trust MF Closed and MF Open (RDVY) 0.0 $109k 1.6k 68.28
Ishares Core MF Closed and MF Open (IEMG) 0.0 $107k 1.5k 69.75
Xcel Energy Common Stock (XEL) 0.0 $101k 1.3k 79.44
Cisco Systems Common Stock (CSCO) 0.0 $100k 1.3k 77.59
Ishares Gold Common Stock (IAU) 0.0 $100k 1.1k 88.16
State Street MF Closed and MF Open (GXC) 0.0 $99k 1.1k 93.12
Jpmorgan MF Closed and MF Open (JEPQ) 0.0 $95k 1.7k 55.52
Wisdomtree Trust MF Closed and MF Open (IHDG) 0.0 $95k 2.0k 48.15
Symbotic Common Stock (SYM) 0.0 $93k 1.8k 53.20
Ishares Global MF Closed and MF Open (REET) 0.0 $90k 3.6k 25.15
Ark Autonomous MF Closed and MF Open (ARKQ) 0.0 $90k 797.00 112.45
Southern Company Common Stock (SO) 0.0 $89k 926.00 96.51
Walmart Common Stock (WMT) 0.0 $89k 714.00 124.22
Nuveen Esg MF Closed and MF Open (NUSC) 0.0 $84k 1.9k 45.06
Simon Property Common Stock (SPG) 0.0 $80k 431.00 186.53
Linde Common Stock (LIN) 0.0 $79k 159.00 495.76
Ishares Europe MF Closed and MF Open (IEV) 0.0 $79k 1.2k 67.93
Prudential Financial Common Stock (PRU) 0.0 $78k 798.00 97.66
Thermo Fisher Common Stock (TMO) 0.0 $75k 153.00 491.53
Vanguard Small MF Closed and MF Open (VBK) 0.0 $75k 247.00 302.25
Ishares S&p MF Closed and MF Open (IVE) 0.0 $74k 352.00 211.15
Ishares Silver Common Stock (SLV) 0.0 $74k 1.1k 68.14
Invesco Total MF Closed and MF Open (GTO) 0.0 $74k 1.6k 46.83
Ishares Esg MF Closed and MF Open (ESGD) 0.0 $73k 765.00 95.62
Ishares S&p MF Closed and MF Open (IVW) 0.0 $71k 625.00 113.11
National Fuel Common Stock (NFG) 0.0 $71k 750.00 93.96
Automatic Data Common Stock (ADP) 0.0 $68k 333.00 202.92
Verizon Communications Common Stock (VZ) 0.0 $67k 1.3k 50.18
Vanguard High MF Closed and MF Open (VYM) 0.0 $66k 442.00 148.10
Vanguard Information MF Closed and MF Open (VGT) 0.0 $64k 91.00 697.71
United Parcel Common Stock (UPS) 0.0 $63k 640.00 98.38
Parker-hannifin Corp Common Stock (PH) 0.0 $63k 70.00 895.24
Walt Disney Common Stock (DIS) 0.0 $60k 624.00 96.45
Marriott Intl Common Stock (MAR) 0.0 $60k 182.00 327.07
Welltower Common Stock (WELL) 0.0 $59k 300.00 197.71
Fs Specialty MF Closed and MF Open (FSSL) 0.0 $59k 4.7k 12.51
Wisdomtree India MF Closed and MF Open (EPI) 0.0 $58k 1.4k 40.80
Netflix Common Stock (NFLX) 0.0 $57k 590.00 96.15
Procter & Gamble Common Stock (PG) 0.0 $55k 384.00 144.28
Altria Group Common Stock (MO) 0.0 $55k 836.00 66.00
Abbott Laboratories Common Stock (ABT) 0.0 $55k 531.00 102.59
Morgan Stanley Common Stock (MS) 0.0 $54k 330.00 164.57
Fedex Corp Common Stock (FDX) 0.0 $54k 152.00 356.18
Spdr Gold MF Closed and MF Open (GLDM) 0.0 $54k 582.00 92.69
Ark Next MF Closed and MF Open (ARKW) 0.0 $54k 445.00 120.61
Vanguard Small MF Closed and MF Open (VBR) 0.0 $53k 245.00 217.25
Dimensional Us MF Closed and MF Open (DFAT) 0.0 $53k 852.00 62.45
Ishares Bitcoin MF Closed and MF Open (IBIT) 0.0 $53k 1.4k 38.42
Asml Holding Common Stock (ASML) 0.0 $53k 40.00 1320.83
Agnico-eagle Common Stock (AEM) 0.0 $52k 254.00 202.98
Cintas Corp Common Stock (CTAS) 0.0 $51k 300.00 169.14
Jpmorgan MF Closed and MF Open (JPIB) 0.0 $49k 1.0k 47.82
Ishares Core MF Closed and MF Open (ITOT) 0.0 $49k 345.00 142.43
Marathon Petroleum Common Stock (MPC) 0.0 $49k 200.00 244.18
Mfs Active MF Closed and MF Open (MFSG) 0.0 $48k 1.9k 25.59
Sprott Physical MF Closed and MF Open (CEF) 0.0 $48k 1.0k 47.72
Vanguard Russell MF Closed and MF Open (VONE) 0.0 $47k 158.00 295.12
Bank Montreal Common Stock (BMO) 0.0 $45k 335.00 135.34
Rockwell Automation Common Stock (ROK) 0.0 $45k 124.00 359.02
Alibaba Group Common Stock (BABA) 0.0 $44k 353.00 125.36
Invesco S&p MF Closed and MF Open (SPGP) 0.0 $44k 407.00 107.62
Ark Innovation MF Closed and MF Open (ARKK) 0.0 $42k 627.00 67.59
Ishares Core MF Closed and MF Open (DGRO) 0.0 $42k 592.00 70.18
Ishares S&p MF Closed and MF Open (IJS) 0.0 $42k 350.00 118.45
Mge Energy Common Stock (MGEE) 0.0 $41k 528.00 77.29
Tko Group Common Stock (TKO) 0.0 $40k 200.00 201.65
Ge Aerospace Common Stock (GE) 0.0 $40k 141.00 283.77
State Street MF Closed and MF Open (XNTK) 0.0 $40k 155.00 255.28
Capital One Common Stock (COF) 0.0 $39k 216.00 182.43
Wheaton Precious Common Stock (WPM) 0.0 $39k 300.00 131.01
Ishares Core MF Closed and MF Open (IXUS) 0.0 $38k 436.00 86.64
Schwab Charles Common Stock (SCHW) 0.0 $38k 400.00 93.98
Capital Group MF Closed and MF Open (CGCV) 0.0 $37k 1.2k 29.81
Lowes Companies Common Stock (LOW) 0.0 $37k 156.00 236.28
Ftai Aviation Common Stock (FTAI) 0.0 $37k 150.00 245.00
Duke Energy Common Stock (DUK) 0.0 $36k 275.00 130.94
Pfizer Common Stock (PFE) 0.0 $36k 1.3k 28.08
Advanced Micro Common Stock (AMD) 0.0 $35k 174.00 203.43
Royal Caribbean Common Stock (RCL) 0.0 $35k 127.00 275.18
Taiwan Semiconductor Common Stock (TSM) 0.0 $35k 103.00 337.95
Bank New York Common Stock (BK) 0.0 $35k 293.00 118.63
Palo Alto Common Stock (PANW) 0.0 $35k 216.00 160.32
Vaneck Gold MF Closed and MF Open (GDX) 0.0 $34k 375.00 91.77
Enterprise Products Oil & Gas, Real Estate and REIT (EPD) 0.0 $34k 904.00 37.84
Fiserv Common Stock (FISV) 0.0 $34k 606.00 55.80
Kimberly Clark Common Stock (KMB) 0.0 $32k 328.00 96.47
Fidelity National Common Stock (FIS) 0.0 $32k 672.00 46.91
State Street MF Closed and MF Open (XLV) 0.0 $32k 215.00 146.61
Associated Banc Common Stock (ASB) 0.0 $32k 1.2k 25.86
State Street MF Closed and MF Open (EDIV) 0.0 $31k 793.00 39.48
Elevance Health Common Stock (ELV) 0.0 $30k 104.00 292.75
Union Pacific Corp Common Stock (UNP) 0.0 $30k 125.00 242.62
Wisdomtree U S MF Closed and MF Open (DTD) 0.0 $30k 350.00 86.36
Cencora Common Stock (COR) 0.0 $30k 96.00 314.14
Conocophillips Common Stock (COP) 0.0 $30k 225.00 132.00
Lockheed Martin Common Stock (LMT) 0.0 $30k 49.00 604.39
Fidelity Total MF Closed and MF Open (FBND) 0.0 $29k 641.00 45.62
Invesco Water MF Closed and MF Open (PHO) 0.0 $28k 425.00 66.86
Avantis U S MF Closed and MF Open (AVMC) 0.0 $28k 387.00 72.24
Yum Brands Common Stock (YUM) 0.0 $28k 178.00 155.48
Ufp Industries Common Stock (UFPI) 0.0 $28k 300.00 92.12
State Street MF Closed and MF Open (XLE) 0.0 $27k 448.00 61.26
Amphenol Corp Common Stock (APH) 0.0 $27k 214.00 126.35
Steel Dynamics Common Stock (STLD) 0.0 $27k 150.00 180.00
Navient Corp Common Stock (NAVI) 0.0 $27k 3.3k 8.18
Canadian National Common Stock (CNI) 0.0 $27k 262.00 102.77
O Reilly Automotive Common Stock (ORLY) 0.0 $26k 285.00 92.31
Ishares S&p MF Closed and MF Open (IUSG) 0.0 $26k 169.00 155.11
Comcast Corp Common Stock (CMCSA) 0.0 $26k 909.00 28.71
Generac Holdings Common Stock (GNRC) 0.0 $26k 133.00 195.33
Ishares Msci MF Closed and MF Open (SCZ) 0.0 $26k 326.00 78.41
Regeneron Pharmaceutical Common Stock (REGN) 0.0 $26k 33.00 772.64
Church & Dwight Common Stock (CHD) 0.0 $25k 270.00 93.32
Lpl Financial Common Stock (LPLA) 0.0 $25k 84.00 299.65
Proshares S&p MF Closed and MF Open (NOBL) 0.0 $25k 235.00 106.01
Vaneck Uranium MF Closed and MF Open (NLR) 0.0 $25k 186.00 133.19
Palantir Technologies Common Stock (PLTR) 0.0 $25k 168.00 146.29
Invesco India MF Closed and MF Open (IMVP) 0.0 $25k 1.2k 20.52
Camden Property Common Stock (CPT) 0.0 $24k 250.00 97.66
Salesforce Common Stock (CRM) 0.0 $24k 130.00 186.67
Ishares Core MF Closed and MF Open (IUSV) 0.0 $24k 236.00 102.25
Iron Mountain Common Stock (IRM) 0.0 $24k 236.00 102.14
Danaher Corp Common Stock (DHR) 0.0 $24k 126.00 189.85
Williams Cos Common Stock (WMB) 0.0 $23k 321.00 72.78
Becton Dickinson Common Stock (BDX) 0.0 $23k 148.00 157.23
Hewlett Packard Common Stock (HPE) 0.0 $23k 975.00 23.81
Ppg Industries Common Stock (PPG) 0.0 $23k 217.00 106.81
Emerson Electric Common Stock (EMR) 0.0 $23k 176.00 131.02
Valero Energy Common Stock (VLO) 0.0 $23k 93.00 247.08
Toro Common Stock (TTC) 0.0 $22k 240.00 93.44
Dimensional Us MF Closed and MF Open (DFUV) 0.0 $22k 456.00 48.46
Paypal Holdings Common Stock (PYPL) 0.0 $22k 477.00 45.24
Micron Technology Common Stock (MU) 0.0 $21k 62.00 337.84
L3harris Technologies Common Stock (LHX) 0.0 $21k 60.00 345.15
Vanguard International MF Closed and MF Open (VIGI) 0.0 $21k 234.00 88.46
United Airlines Common Stock (UAL) 0.0 $20k 222.00 92.07
Bristol Myers Common Stock (BMY) 0.0 $20k 335.00 60.65
Harley Davidson Common Stock (HOG) 0.0 $20k 999.00 20.22
Eog Resources Common Stock (EOG) 0.0 $20k 139.00 144.57
Harbor Long MF Closed and MF Open (WINN) 0.0 $20k 724.00 27.73
Cameco Corp Common Stock (CCJ) 0.0 $20k 184.00 108.61
Baker Hughes Common Stock (BKR) 0.0 $20k 325.00 61.05
Medical Properties Common Stock (MPT) 0.0 $20k 4.3k 4.63
Nuveen Esg MF Closed and MF Open (NUMV) 0.0 $20k 505.00 38.77
First Trust MF Closed and MF Open (QCLN) 0.0 $20k 420.00 46.47
Unitedhealth Group Common Stock (UNH) 0.0 $20k 72.00 270.58
Sherwin Williams Common Stock (SHW) 0.0 $19k 60.00 320.55
First Trust MF Closed and MF Open (QTEC) 0.0 $19k 89.00 215.98
Vanguard Mega MF Closed and MF Open (MGK) 0.0 $19k 52.00 367.44
Delta Airlines Common Stock (DAL) 0.0 $19k 287.00 66.48
Invesco S&p MF Closed and MF Open (SPLV) 0.0 $19k 260.00 73.14
Starbucks Corp Common Stock (SBUX) 0.0 $19k 207.00 89.59
Qualcomm Common Stock (QCOM) 0.0 $18k 142.00 128.78
Leonardo Drs Common Stock (DRS) 0.0 $18k 400.00 44.52
Abrdn Standard MF Closed and MF Open (SGOL) 0.0 $18k 396.00 44.62
Ford Motor Common Stock (F) 0.0 $18k 1.5k 11.54
Eastgroup Properties Common Stock (EGP) 0.0 $18k 95.00 185.09
Ge Vernova Common Stock (GEV) 0.0 $18k 20.00 872.90
Regions Financial Common Stock (RF) 0.0 $17k 643.00 26.12
Murphy Usa Common Stock (MUSA) 0.0 $17k 34.00 493.97
Vertiv Holdings Common Stock (VRT) 0.0 $17k 67.00 250.58
Mckesson Corp Common Stock (MCK) 0.0 $16k 19.00 865.37
Ishares U S MF Closed and MF Open (IHF) 0.0 $16k 390.00 41.85
Intl Business Common Stock (IBM) 0.0 $16k 67.00 242.39
Avista Corp Common Stock (AVA) 0.0 $16k 400.00 40.14
Honeywell Intl Common Stock (HON) 0.0 $16k 71.00 226.03
Roper Technologies Common Stock (ROP) 0.0 $16k 45.00 353.87
Main Street Common Stock (MAIN) 0.0 $16k 300.00 52.96
Kratos Defense Common Stock (KTOS) 0.0 $16k 225.00 70.51
Capital Group MF Closed and MF Open (CGXU) 0.0 $16k 528.00 29.49
Phillips 66 Common Stock (PSX) 0.0 $16k 85.00 182.18
Badger Meter Common Stock (BMI) 0.0 $15k 100.00 152.35
Allstate Corp Common Stock (ALL) 0.0 $15k 73.00 207.34
Ishares Msci MF Closed and MF Open (ACWI) 0.0 $15k 109.00 138.37
Xtrackers S&p MF Closed and MF Open (SNPE) 0.0 $15k 252.00 59.55
Orion Energy Common Stock (OESX) 0.0 $15k 1.7k 8.74
Servicenow Common Stock (NOW) 0.0 $15k 140.00 104.55
Principal Active MF Closed and MF Open (YLD) 0.0 $15k 769.00 18.96
Texas Instruments Common Stock (TXN) 0.0 $15k 75.00 194.15
Southern Copper Common Stock (SCCO) 0.0 $15k 84.00 172.06
Vaneck Vietnam MF Closed and MF Open (VNM) 0.0 $14k 829.00 17.31
Capital Group MF Closed and MF Open (CGUS) 0.0 $14k 373.00 38.42
Warner Bros Common Stock (WBD) 0.0 $14k 516.00 27.46
Ishares Global MF Closed and MF Open (IOO) 0.0 $14k 115.00 120.97
Transdigm Group Common Stock (TDG) 0.0 $14k 12.00 1159.00
Curtiss Wright Corp De Common Stock (CW) 0.0 $14k 20.00 681.15
Realty Income Common Stock (O) 0.0 $13k 218.00 61.18
Cybin Common Stock (HELP) 0.0 $13k 2.8k 4.80
Ishares Russell MF Closed and MF Open (IWB) 0.0 $13k 37.00 356.57
Coeur Mining Common Stock (CDE) 0.0 $13k 694.00 18.77
Capital Group MF Closed and MF Open (CGMM) 0.0 $13k 434.00 29.36
Pacer Us MF Closed and MF Open (COWZ) 0.0 $13k 200.00 62.56
Lcnb Corp Common Stock (LCNB) 0.0 $13k 800.00 15.59
Invesco Building MF Closed and MF Open (PKB) 0.0 $12k 127.00 97.57
Innovator Etfs MF Closed and MF Open (BUFF) 0.0 $12k 250.00 49.41
Ishares Russell MF Closed and MF Open (IWR) 0.0 $12k 126.00 97.23
Block Common Stock (XYZ) 0.0 $12k 200.00 60.18
Novo Nordisk Common Stock (NVO) 0.0 $12k 326.00 36.75
Lyft Common Stock (LYFT) 0.0 $12k 900.00 13.30
Cadence Design Common Stock (CDNS) 0.0 $12k 43.00 277.86
Vanguard Ftse MF Closed and MF Open (VPL) 0.0 $12k 120.00 97.73
Blackstone Common Stock (BX) 0.0 $12k 100.00 114.99
Crowdstrike Holdings Common Stock (CRWD) 0.0 $11k 29.00 390.41
Fox Corp Common Stock (FOXA) 0.0 $11k 193.00 58.40
First Majestic Common Stock (AG) 0.0 $11k 520.00 21.48
Sociedad Quimica Common Stock (SQM) 0.0 $11k 137.00 80.94
Ishares Tips MF Closed and MF Open (TIP) 0.0 $11k 100.00 110.36
Rio Tinto Common Stock (RIO) 0.0 $11k 118.00 93.29
Vanguard Total MF Closed and MF Open (BND) 0.0 $11k 149.00 73.64
Monolithic Power Common Stock (MPWR) 0.0 $11k 10.00 1093.40
Ishares Iboxx MF Closed and MF Open (HYG) 0.0 $11k 137.00 79.56
Nebius Group Common Stock (NBIS) 0.0 $11k 105.00 103.77
Carnival Corp Common Stock (CCL) 0.0 $11k 420.00 25.88
Vanguard Ftse MF Closed and MF Open (VGK) 0.0 $11k 130.00 82.43
Capital Group MF Closed and MF Open (CGGR) 0.0 $10k 257.00 40.19
Vanguard Extended MF Closed and MF Open (VXF) 0.0 $10k 50.00 205.80
Analog Devices Common Stock (ADI) 0.0 $10k 32.00 318.12
Oneok Common Stock (OKE) 0.0 $10k 112.00 90.39
Ishares Msci MF Closed and MF Open (EFV) 0.0 $10k 136.00 74.35
Fastenal Common Stock (FAST) 0.0 $9.9k 214.00 46.40
Joby Aviation Common Stock (JOBY) 0.0 $9.9k 1.2k 8.26
Ishares Msci MF Closed and MF Open (QUAL) 0.0 $9.8k 51.00 191.80
Invesco S&p MF Closed and MF Open (RSP) 0.0 $9.6k 50.00 191.92
Idexx Labs Common Stock (IDXX) 0.0 $9.6k 17.00 561.88
Ishares Msci MF Closed and MF Open (EIDO) 0.0 $9.5k 600.00 15.80
Ark Genomic MF Closed and MF Open (ARKG) 0.0 $9.3k 351.00 26.42
Iovance Biotherapeutics Common Stock (IOVA) 0.0 $9.2k 2.6k 3.51
Ishares Esg MF Closed and MF Open (ESGU) 0.0 $9.2k 65.00 141.42
Newmont Corp Common Stock (NEM) 0.0 $9.1k 84.00 108.25
Legend Biotech Common Stock (LEGN) 0.0 $9.0k 500.00 18.09
Pembina Pipeline Common Stock (PBA) 0.0 $9.0k 200.00 44.76
Otter Tail Common Stock (OTTR) 0.0 $8.8k 100.00 87.77
Ishares Esg MF Closed and MF Open (ESML) 0.0 $8.7k 185.00 47.02
Sofi Technologies Common Stock (SOFI) 0.0 $8.6k 544.00 15.88
Inspire Intl MF Closed and MF Open (WWJD) 0.0 $8.4k 224.00 37.39
Vanguard S&p MF Closed and MF Open (VOOG) 0.0 $8.2k 20.00 407.70
Invesco S&p MF Closed and MF Open (XMMO) 0.0 $8.0k 55.00 145.04
Rpm Intl Common Stock (RPM) 0.0 $7.7k 77.00 99.40
Illinois Tool Common Stock (ITW) 0.0 $7.5k 29.00 260.28
Intuit Common Stock (INTU) 0.0 $7.3k 17.00 432.35
3m Company Common Stock (MMM) 0.0 $7.3k 50.00 145.24
Sysco Corp Common Stock (SYY) 0.0 $7.1k 100.00 71.33
Coinbase Global Common Stock (COIN) 0.0 $6.8k 39.00 174.62
Infosys Common Stock (INFY) 0.0 $6.7k 496.00 13.51
Bank America Common Stock (BAC) 0.0 $6.5k 133.00 48.75
Philip Morris Common Stock (PM) 0.0 $6.4k 39.00 165.33
Innovator U S MF Closed and MF Open (BAUG) 0.0 $6.4k 132.00 48.85
Vail Resorts Common Stock (MTN) 0.0 $6.4k 50.00 128.32
Dover Corp Common Stock (DOV) 0.0 $6.3k 30.00 208.47
Ishares Morningstar MF Closed and MF Open (ISCB) 0.0 $6.1k 93.00 65.09
Waters Corp Common Stock (WAT) 0.0 $6.0k 20.00 297.80
Putnam Focused MF Closed and MF Open (PVAL) 0.0 $5.9k 127.00 46.40
Anavex Life Common Stock (AVXL) 0.0 $5.8k 1.9k 3.07
Fidelity Blue MF Closed and MF Open (FBCG) 0.0 $5.8k 115.00 50.12
Metlife Common Stock (MET) 0.0 $5.7k 80.00 70.72
Vanguard Real MF Closed and MF Open (VNQ) 0.0 $5.5k 62.00 88.69
Madison Square Common Stock (MSGS) 0.0 $5.5k 17.00 321.41
Ishares Msci MF Closed and MF Open (ECNS) 0.0 $5.4k 167.00 32.51
Life Time Common Stock (LTH) 0.0 $5.4k 200.00 26.94
Albemarle Corp Common Stock (ALB) 0.0 $5.0k 28.00 179.54
Avantis U S MF Closed and MF Open (AVUS) 0.0 $5.0k 45.00 111.18
Mastercard Common Stock (MA) 0.0 $5.0k 10.00 499.70
Reinsurance Group Common Stock (RGA) 0.0 $4.9k 24.00 205.88
Avantis U S MF Closed and MF Open (AVUV) 0.0 $4.7k 43.00 110.47
Invesco Russell MF Closed and MF Open (OMFS) 0.0 $4.7k 104.00 45.27
Watts Water Common Stock (WTS) 0.0 $4.6k 16.00 290.31
Wrap Technologies Common Stock (WRAP) 0.0 $4.6k 3.0k 1.54
Vanguard Ftse MF Closed and MF Open (VEU) 0.0 $4.6k 61.00 75.10
Vanguard Total MF Closed and MF Open (VXUS) 0.0 $4.5k 59.00 77.10
Constellation Energy Common Stock (CEG) 0.0 $4.5k 16.00 279.25
American Beacon MF Closed and MF Open (MGNR) 0.0 $4.4k 85.00 51.58
Mondelez International Common Stock (MDLZ) 0.0 $4.4k 76.00 57.64
Matthews Intl Corp Cl A Common Stock (MATW) 0.0 $4.0k 153.00 25.82
Evolus Common Stock (EOLS) 0.0 $3.8k 927.00 4.11
Constellation Brands Common Stock (STZ) 0.0 $3.8k 25.00 150.00
Uber Technologies Common Stock (UBER) 0.0 $3.7k 51.00 71.92
American Express Common Stock (AXP) 0.0 $3.6k 12.00 302.50
Zimmer Biomet Common Stock (ZBH) 0.0 $3.6k 40.00 90.42
Lifemd Common Stock (LFMD) 0.0 $3.6k 1.0k 3.61
Innovator U S MF Closed and MF Open (BJUL) 0.0 $3.6k 72.00 49.68
Ironwood Pharmaceuticals Common Stock (IRWD) 0.0 $3.5k 1.0k 3.51
Equitable Holdings Common Stock (EQH) 0.0 $3.5k 94.00 36.95
Innovator U S MF Closed and MF Open (PJUL) 0.0 $3.4k 74.00 45.97
Hormel Foods Common Stock (HRL) 0.0 $3.4k 150.00 22.65
Vaneck Jr MF Closed and MF Open (GDXJ) 0.0 $3.4k 28.00 120.04
Corning Common Stock (GLW) 0.0 $3.3k 24.00 135.96
Shell Common Stock (SHEL) 0.0 $3.2k 34.00 93.00
Boston Scientific Common Stock (BSX) 0.0 $3.1k 50.00 62.76
Dell Technologies Common Stock (DELL) 0.0 $3.1k 19.00 164.11
Fortune Brands Common Stock (FBIN) 0.0 $3.1k 80.00 38.98
Jpmorgan Betabuilders MF Closed and MF Open (BBRE) 0.0 $3.1k 32.00 95.69
Crown Castle Common Stock (CCI) 0.0 $2.9k 36.00 81.31
Sila Realty Common Stock (SILA) 0.0 $2.8k 117.00 23.68
Siren Nexgen MF Closed and MF Open (BLCN) 0.0 $2.7k 128.00 20.99
Firstenergy Corp Common Stock (FE) 0.0 $2.7k 53.00 50.66
Iren Common Stock (IREN) 0.0 $2.7k 78.00 34.27
Zim Integrated Common Stock (ZIM) 0.0 $2.6k 97.00 26.35
Inspire Small MF Closed and MF Open (ISMD) 0.0 $2.5k 63.00 39.97
Schwab Fundamental MF Closed and MF Open (FNDF) 0.0 $2.5k 51.00 48.92
Exelon Corp Common Stock (EXC) 0.0 $2.4k 49.00 49.02
Canadian Solar Common Stock (CSIQ) 0.0 $2.3k 167.00 13.85
Pultegroup Common Stock (PHM) 0.0 $2.3k 20.00 115.25
Diageo Common Stock (DEO) 0.0 $2.2k 30.00 74.47
State Street MF Closed and MF Open (XLC) 0.0 $2.2k 20.00 110.85
T Rowe MF Closed and MF Open (TCAF) 0.0 $2.2k 62.00 35.60
Schwab Fundamental MF Closed and MF Open (FNDX) 0.0 $2.2k 78.00 27.85
Toll Brothers Common Stock (TOL) 0.0 $2.0k 15.00 136.00
BP Common Stock (BP) 0.0 $1.9k 40.00 47.00
Jpmorgan MF Closed and MF Open (JEPI) 0.0 $1.8k 32.00 56.69
Schwab Fundamental MF Closed and MF Open (FNDE) 0.0 $1.6k 43.00 38.26
Quidelortho Corp Common Stock (QDEL) 0.0 $1.6k 100.00 16.43
Vodafone Group Common Stock (VOD) 0.0 $1.6k 109.00 15.02
Versant Media Common Stock (VSNT) 0.0 $1.6k 43.00 37.00
Via Transn Common Stock (VIA) 0.0 $1.5k 100.00 15.00
Trump Media Common Stock (DJT) 0.0 $1.4k 156.00 9.28
Ameriprise Financial Common Stock (AMP) 0.0 $1.2k 3.00 414.67
Marriott Vacations Common Stock (VAC) 0.0 $1.2k 19.00 65.11
Cracker Barrel Common Stock (CBRL) 0.0 $1.1k 40.00 28.10
Bio-techne Common Stock (TECH) 0.0 $1.0k 20.00 52.25
General Dynamics Common Stock (GD) 0.0 $1.0k 3.00 343.33
Ge Healthcare Common Stock (GEHC) 0.0 $997.000200 14.00 71.21
Twin Disc Common Stock (TWIN) 0.0 $995.002800 66.00 15.08
Ftai Infrastructure Common Stock (FIP) 0.0 $988.000000 200.00 4.94
Equity Lifestyle Common Stock (ELS) 0.0 $936.000000 15.00 62.40
Kraft Heinz Common Stock (KHC) 0.0 $921.999800 41.00 22.49
Amplify Alternative MF Closed and MF Open (MJ) 0.0 $874.999400 38.00 23.03
Quest Diagnostics Common Stock (DGX) 0.0 $784.000000 4.00 196.00
Solventum Corp Common Stock (SOLV) 0.0 $783.999600 12.00 65.33
Brighthouse Financial Common Stock (BHF) 0.0 $778.000600 13.00 59.85
Vanguard Mid MF Closed and MF Open (VOE) 0.0 $737.000000 4.00 184.25
Gildan Activewear Common Stock (GIL) 0.0 $668.000400 12.00 55.67
Masterbrand Common Stock (MBC) 0.0 $665.000000 80.00 8.31
Fifth Third Common Stock (FITB) 0.0 $603.999500 13.00 46.46
Nordic American Common Stock (NAT) 0.0 $586.000000 100.00 5.86
Quantumscape Corp Common Stock (QS) 0.0 $510.000000 80.00 6.38
Pinnacle West Common Stock (PNW) 0.0 $504.000000 5.00 100.80
Citigroup Common Stock (C) 0.0 $454.000000 4.00 113.50
Lumen Technologies Common Stock (LUMN) 0.0 $451.997000 65.00 6.95
Uranium Energy Common Stock (UEC) 0.0 $446.001600 33.00 13.52
Restaurant Brands Common Stock (QSR) 0.0 $442.999800 6.00 73.83
Angel Studios Common Stock (ANGX) 0.0 $442.003500 145.00 3.05
Nike Common Stock (NKE) 0.0 $316.999800 6.00 52.83
Nokia Corp Common Stock (NOK) 0.0 $233.000500 29.00 8.03
Wendys Common Stock (WEN) 0.0 $188.001000 27.00 6.96
Acco Brands Common Stock (ACCO) 0.0 $54.000000 18.00 3.00
Avanos Medical Common Stock (AVNS) 0.0 $28.000000 2.00 14.00