Independent Wealth Network

Independent Wealth Network as of Sept. 30, 2025

Portfolio Holdings for Independent Wealth Network

Independent Wealth Network holds 282 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 4.1 $13M 121k 104.51
Caterpillar (CAT) 4.1 $13M 27k 477.16
Spdr Series Trust Portfolio S&p500 (SPYM) 3.8 $12M 149k 78.34
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.2 $10M 196k 50.73
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 2.6 $8.2M 148k 55.33
Ishares Tr Msci Acwi Etf (ACWI) 1.9 $5.8M 42k 138.24
Ishares Tr Core Lt Usdb Etf (ILTB) 1.8 $5.7M 114k 50.49
NVIDIA Corporation (NVDA) 1.6 $5.1M 27k 186.58
Apple (AAPL) 1.6 $5.0M 20k 254.63
Chevron Corporation (CVX) 1.6 $5.0M 32k 155.29
Dimensional Etf Trust Us Equity Market (DFUS) 1.6 $4.9M 68k 72.44
Microsoft Corporation (MSFT) 1.5 $4.8M 9.2k 517.97
Collaborative Investmnt Ser Rareview Dynamic (RDFI) 1.5 $4.6M 189k 24.29
Spdr Series Trust Portfolio Agrgte (SPAB) 1.4 $4.5M 173k 25.85
Ishares Silver Tr Ishares (SLV) 1.4 $4.4M 104k 42.37
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $4.0M 6.6k 612.35
Pacer Fds Tr Aristotle Pacifi (FLRT) 1.3 $4.0M 85k 47.39
Spdr Series Trust Prtflo S&p500 Hi (SPYD) 1.3 $3.9M 89k 44.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $3.5M 5.9k 600.33
Spdr Gold Tr Gold Shs (GLD) 1.1 $3.5M 9.9k 355.46
Amazon (AMZN) 1.0 $3.3M 15k 219.57
Vanguard Index Fds Growth Etf (VUG) 1.0 $3.0M 6.2k 479.59
Ishares Tr Cre U S Reit Etf (USRT) 0.9 $2.8M 48k 58.72
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $2.7M 19k 140.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $2.6M 5.2k 502.76
Palantir Technologies Cl A (PLTR) 0.8 $2.6M 14k 182.43
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.8 $2.5M 50k 50.15
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.8 $2.4M 43k 57.10
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.8 $2.4M 47k 51.08
Meta Platforms Cl A (META) 0.8 $2.4M 3.2k 734.43
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.8 $2.4M 26k 91.75
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $2.3M 23k 103.36
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.7 $2.3M 125k 18.24
Pacer Fds Tr Swan Sos Fd Of (PSFF) 0.7 $2.3M 72k 31.60
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.7 $2.1M 64k 33.42
Amplify Etf Tr High Income (YYY) 0.7 $2.1M 180k 11.81
First Tr Exchange-traded Vest Investment (LQTI) 0.7 $2.1M 102k 20.41
Visa Com Cl A (V) 0.6 $1.9M 5.6k 341.40
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.9M 2.8k 666.16
Select Sector Spdr Tr Technology (XLK) 0.6 $1.9M 6.6k 281.85
Global X Fds Nasdaq 100 Cover (QYLD) 0.6 $1.8M 108k 17.01
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.6 $1.8M 15k 123.91
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.5 $1.7M 17k 100.70
AllianceBernstein Global Hgh Incm (AWF) 0.5 $1.7M 148k 11.21
Tesla Motors (TSLA) 0.5 $1.6M 3.7k 444.67
Innovator Etfs Trust Equity Defined P (ZDEK) 0.5 $1.6M 64k 25.26
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $1.6M 22k 74.37
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.5 $1.5M 73k 20.93
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.5 $1.5M 34k 44.27
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.5M 2.00 754200.00
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.5 $1.4M 36k 39.54
Ishares Tr Us Aer Def Etf (ITA) 0.4 $1.4M 6.5k 209.27
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.4 $1.4M 5.5k 247.12
Wisdomtree Tr Us Largecap Divd (DLN) 0.4 $1.4M 16k 87.03
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.3M 5.5k 243.56
Ishares Gold Tr Ishares New (IAU) 0.4 $1.3M 18k 72.77
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.4 $1.3M 9.8k 135.22
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.4 $1.3M 21k 63.02
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.4 $1.3M 113k 11.60
Kayne Anderson MLP Investment (KYN) 0.4 $1.3M 105k 12.37
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $1.3M 16k 82.96
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $1.3M 4.3k 297.62
Motorola Solutions Com New (MSI) 0.4 $1.2M 2.7k 457.29
Select Sector Spdr Tr Energy (XLE) 0.4 $1.2M 14k 89.34
Altria (MO) 0.4 $1.2M 18k 66.06
Ishares Tr Ishares Semicdtr (SOXX) 0.4 $1.2M 4.4k 271.11
Ishares Tr Select Divid Etf (DVY) 0.4 $1.2M 8.3k 142.09
Spdr Series Trust Ssga Us Lrg Etf (LGLV) 0.4 $1.1M 6.4k 178.15
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $1.1M 14k 84.11
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $1.1M 12k 91.42
Boeing Company (BA) 0.4 $1.1M 5.1k 215.82
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.1M 5.0k 215.79
Amplify Etf Tr Amplify Cybersec (HACK) 0.3 $1.1M 12k 86.80
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.0M 1.6k 669.21
Ares Capital Corporation (ARCC) 0.3 $1.0M 51k 20.41
Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.0M 11k 93.37
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $1.0M 59k 17.16
Janus Detroit Str Tr Hendersn Cap Etf (JSML) 0.3 $1.0M 14k 74.78
Exxon Mobil Corporation (XOM) 0.3 $994k 8.8k 112.75
Kroger (KR) 0.3 $993k 15k 67.41
Capital Group Core Balanced SHS (CGBL) 0.3 $993k 29k 34.72
Costco Wholesale Corporation (COST) 0.3 $967k 1.0k 926.02
Alphabet Cap Stk Cl A (GOOGL) 0.3 $966k 4.0k 243.11
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $962k 19k 50.63
Lithium Amers Corp Com Shs (LAC) 0.3 $947k 166k 5.71
Harbor Etf Trust Long Term Grower (WINN) 0.3 $932k 30k 31.16
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.3 $929k 20k 47.55
Pacer Fds Tr Globl Cash Etf (GCOW) 0.3 $908k 23k 39.62
Honeywell International (HON) 0.3 $882k 4.2k 210.50
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $865k 8.6k 100.69
Casey's General Stores (CASY) 0.3 $863k 1.5k 565.16
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.3 $841k 9.3k 90.72
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $829k 26k 31.91
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $828k 18k 46.81
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $819k 2.8k 293.74
First Tr Exchange-traded A Com Shs (FEX) 0.3 $805k 6.9k 116.83
Broadcom (AVGO) 0.3 $795k 2.4k 329.91
Ishares Tr Broad Usd High (USHY) 0.3 $786k 21k 37.78
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.3 $783k 8.6k 91.22
Ishares Msci Aust Etf (EWA) 0.3 $780k 29k 27.00
Innovator Etfs Trust Laddered Alc Bfr (BUFB) 0.3 $779k 22k 35.74
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $775k 21k 36.55
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.2 $772k 9.6k 80.65
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.2 $771k 20k 38.02
Ishares Tr Core Msci Intl (IDEV) 0.2 $771k 9.6k 80.17
Hershey Company (HSY) 0.2 $764k 4.1k 187.03
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $735k 7.3k 100.25
Cme (CME) 0.2 $726k 2.7k 270.21
Ishares Tr Conv Bd Etf (ICVT) 0.2 $718k 7.2k 100.05
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.2 $717k 11k 66.61
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $699k 12k 59.92
Johnson & Johnson (JNJ) 0.2 $690k 3.7k 185.40
Packaging Corporation of America (PKG) 0.2 $680k 3.1k 217.93
Clorox Company (CLX) 0.2 $669k 5.4k 123.30
Fidelity Covington Trust High Divid Etf (FDVV) 0.2 $665k 12k 55.71
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $665k 7.1k 93.64
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.2 $659k 5.0k 132.49
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.2 $650k 527.00 1234.04
J P Morgan Exchange Traded F Income Etf (JPIE) 0.2 $643k 14k 46.41
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.2 $633k 6.4k 99.39
Spdr Series Trust Nuveen Ice Munic (TFI) 0.2 $617k 14k 45.57
Wal-Mart Stores (WMT) 0.2 $617k 6.0k 103.06
Netflix (NFLX) 0.2 $613k 511.00 1198.92
Vanguard Index Fds Value Etf (VTV) 0.2 $612k 3.3k 186.52
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $606k 19k 31.38
Ishares Tr Russell 2000 Etf (IWM) 0.2 $606k 2.5k 241.94
Collaborative Investmnt Ser Rareview Totl Rt (RTRE) 0.2 $603k 24k 25.41
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $599k 2.9k 206.49
salesforce (CRM) 0.2 $594k 2.5k 237.00
The Alger Etf Trust Mid Cap 40 Etf (FRTY) 0.2 $586k 26k 22.39
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $573k 20k 29.11
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $560k 5.8k 95.89
AFLAC Incorporated (AFL) 0.2 $557k 5.0k 111.70
Home Depot (HD) 0.2 $555k 1.4k 405.33
First Tr Exchange-traded Ft Vest Gold (IGLD) 0.2 $555k 23k 23.94
Sherwin-Williams Company (SHW) 0.2 $554k 1.6k 346.26
Kohl's Corporation (KSS) 0.2 $554k 36k 15.37
At&t (T) 0.2 $552k 20k 28.24
Ishares Tr Core High Dv Etf (HDV) 0.2 $550k 4.5k 122.45
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.2 $545k 23k 23.71
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.2 $542k 5.6k 96.69
Proshares Tr Bitcoin Etf (BITO) 0.2 $542k 28k 19.68
JPMorgan Chase & Co. (JPM) 0.2 $517k 1.6k 315.51
Verizon Communications (VZ) 0.2 $513k 12k 43.95
Abbvie (ABBV) 0.2 $513k 2.2k 231.50
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.2 $503k 20k 25.57
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $499k 5.6k 89.37
First Tr Exchange-traded A Com Shs (FYX) 0.2 $495k 4.5k 108.97
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $493k 7.3k 67.26
Advanced Micro Devices (AMD) 0.2 $493k 3.0k 161.78
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $490k 8.5k 57.52
Vanguard World Energy Etf (VDE) 0.2 $482k 3.8k 125.85
Ishares Tr Global Equity (GLOF) 0.2 $482k 9.3k 51.62
First Tr Exchange-traded A Com Shs (FNX) 0.2 $481k 3.8k 125.42
Cisco Systems (CSCO) 0.2 $474k 6.9k 68.42
First Tr Exchange-traded A Com Shs (FTA) 0.2 $468k 5.6k 83.33
Vanguard World Inf Tech Etf (VGT) 0.1 $459k 615.00 746.55
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.1 $459k 11k 42.05
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $458k 19k 24.40
Spdr Series Trust S&p Kensho Clean (CNRG) 0.1 $455k 5.4k 84.17
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC) 0.1 $452k 12k 39.25
Bondbloxx Etf Trust Bondbloxx Privat (PCMM) 0.1 $452k 8.9k 50.57
Ark Etf Tr Innovation Etf (ARKK) 0.1 $450k 5.2k 86.29
Bondbloxx Etf Trust Jp Morgan Usd Em (XEMD) 0.1 $445k 10k 43.72
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $444k 2.0k 222.20
Procter & Gamble Company (PG) 0.1 $441k 2.9k 153.64
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.1 $436k 17k 25.85
Ea Series Trust Strive Enhanced (BUXX) 0.1 $435k 22k 20.28
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $434k 1.6k 279.27
Mastercard Incorporated Cl A (MA) 0.1 $427k 751.00 568.81
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $424k 3.8k 111.48
Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $421k 8.4k 50.27
Spdr Series Trust Portfolio S&p400 (SPMD) 0.1 $420k 7.3k 57.19
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $414k 2.3k 178.71
Blackrock Res & Commodities SHS (BCX) 0.1 $408k 40k 10.17
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $405k 3.4k 118.82
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $403k 3.3k 120.70
Uranium Energy (UEC) 0.1 $399k 30k 13.34
Spdr Series Trust Portfolio S&p600 (SPSM) 0.1 $398k 8.6k 46.32
Ishares Tr New York Mun Etf (NYF) 0.1 $396k 7.4k 53.35
Sprott Asset Management Physical Gold An (CEF) 0.1 $381k 10k 36.69
Invesco Actively Managed Exc Active Us Real (PSR) 0.1 $379k 4.1k 92.67
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $375k 7.5k 50.07
Applovin Corp Com Cl A (APP) 0.1 $374k 520.00 718.54
Oracle Corporation (ORCL) 0.1 $373k 1.3k 281.19
Atmos Energy Corporation (ATO) 0.1 $369k 2.2k 170.79
Ishares Core Msci Emkt (IEMG) 0.1 $367k 5.6k 65.92
Eli Lilly & Co. (LLY) 0.1 $367k 481.00 763.00
Madison Covered Call Eq Strat (MCN) 0.1 $365k 59k 6.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $362k 6.7k 54.18
Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $359k 52k 6.91
Qualcomm (QCOM) 0.1 $356k 2.1k 166.37
Deere & Company (DE) 0.1 $348k 760.00 457.29
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $342k 5.7k 59.91
New York Life Investments Et Nyli Ftse Intern (HFXI) 0.1 $328k 11k 31.01
Abbott Laboratories (ABT) 0.1 $327k 2.4k 133.91
Merck & Co (MRK) 0.1 $321k 3.8k 83.93
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $320k 6.8k 46.93
Ishares Tr National Mun Etf (MUB) 0.1 $320k 3.0k 106.50
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $319k 3.4k 95.14
J P Morgan Exchange Traded F High Yield Muni (JMHI) 0.1 $318k 6.3k 50.49
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.1 $316k 5.1k 61.92
Palo Alto Networks (PANW) 0.1 $314k 1.5k 203.58
Devon Energy Corporation (DVN) 0.1 $307k 8.8k 35.06
Amphenol Corp Cl A (APH) 0.1 $304k 2.5k 123.75
Cabot Oil & Gas Corporation (CTRA) 0.1 $301k 13k 23.65
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.1 $299k 5.4k 55.15
Roblox Corp Cl A (RBLX) 0.1 $296k 2.1k 138.52
Innovator Etfs Trust Equity Defin 1yr (ZOCT) 0.1 $296k 11k 26.58
Wec Energy Group (WEC) 0.1 $294k 2.6k 114.61
Global Payments (GPN) 0.1 $291k 3.5k 83.08
Metropcs Communications (TMUS) 0.1 $291k 1.2k 239.38
Nuveen Global High Income SHS (JGH) 0.1 $286k 21k 13.52
Philip Morris International (PM) 0.1 $285k 1.8k 162.16
S&p Global (SPGI) 0.1 $282k 580.00 486.71
Stryker Corporation (SYK) 0.1 $280k 757.00 369.67
Pepsi (PEP) 0.1 $279k 2.0k 140.47
Uber Technologies (UBER) 0.1 $278k 2.8k 97.96
First Tr Exchange-traded Intermediate Dur (FIIG) 0.1 $277k 13k 21.23
Fs Kkr Capital Corp (FSK) 0.1 $277k 19k 14.93
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $275k 7.5k 36.81
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $274k 5.5k 49.46
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $269k 3.3k 81.19
Corteva (CTVA) 0.1 $265k 3.9k 67.63
Enbridge (ENB) 0.1 $265k 5.2k 50.46
Coca-Cola Company (KO) 0.1 $264k 4.0k 66.32
Innovator Etfs Trust Equity 1yr Janua (ZJAN) 0.1 $262k 9.7k 26.88
Block Cl A (XYZ) 0.1 $261k 3.6k 72.28
Fastenal Company (FAST) 0.1 $261k 5.3k 49.04
Tractor Supply Company (TSCO) 0.1 $259k 4.6k 56.87
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $246k 4.3k 57.47
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $241k 4.4k 54.76
McDonald's Corporation (MCD) 0.1 $240k 791.00 303.89
Wells Fargo & Company (WFC) 0.1 $239k 2.9k 83.81
Micron Technology (MU) 0.1 $236k 1.4k 167.36
Mondelez Intl Cl A (MDLZ) 0.1 $235k 3.8k 62.46
Adobe Systems Incorporated (ADBE) 0.1 $233k 661.00 352.92
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) 0.1 $230k 8.9k 25.90
Ishares Tr Core Total Usd (IUSB) 0.1 $229k 4.9k 46.71
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $229k 1.1k 208.79
Ishares Msci Gbl Min Vol (ACWV) 0.1 $229k 1.9k 119.92
Trane Technologies SHS (TT) 0.1 $226k 535.00 421.58
Vanguard World Materials Etf (VAW) 0.1 $225k 1.1k 204.87
Snap-on Incorporated (SNA) 0.1 $225k 648.00 346.53
Phillips 66 (PSX) 0.1 $224k 1.6k 136.00
Republic Services (RSG) 0.1 $219k 952.00 229.56
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $217k 1.6k 137.79
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $213k 8.1k 26.34
First Tr Exchange-traded SHS (FDL) 0.1 $212k 4.9k 43.41
Texas Instruments Incorporated (TXN) 0.1 $211k 1.1k 183.73
Ishares U S Etf Tr Short Maturity M (MEAR) 0.1 $211k 4.2k 50.51
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $211k 645.00 326.36
Proshares Tr Pshs Ultra Tech (ROM) 0.1 $209k 2.3k 92.65
Broadridge Financial Solutions (BR) 0.1 $209k 877.00 238.28
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.1 $209k 14k 15.19
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $209k 2.1k 98.59
General Dynamics Corporation (GD) 0.1 $207k 608.00 340.72
Spdr Series Trust Portfli High Yld (SPHY) 0.1 $207k 8.6k 23.94
Automatic Data Processing (ADP) 0.1 $207k 704.00 293.30
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $206k 4.2k 49.45
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $205k 4.8k 42.79
Rivian Automotive Com Cl A (RIVN) 0.1 $205k 14k 14.68
Bwx Technologies (BWXT) 0.1 $205k 1.1k 184.37
3M Company (MMM) 0.1 $204k 1.3k 155.16
Cintas Corporation (CTAS) 0.1 $204k 994.00 205.26
International Business Machines (IBM) 0.1 $203k 721.00 281.98
Illinois Tool Works (ITW) 0.1 $203k 778.00 260.84
Toast Cl A (TOST) 0.1 $202k 5.5k 36.51
West Bancorporation Cap Stk (WTBA) 0.1 $202k 9.9k 20.32
Nuveen Real Estate Income Fund (JRS) 0.1 $177k 22k 8.18
B&G Foods (BGS) 0.1 $164k 37k 4.43
Tidal Trust Ii Yieldmax Univers (YMAX) 0.1 $162k 13k 12.81
Granite Ridge Resources (GRNT) 0.0 $152k 28k 5.41
Tidal Trust Ii Yieldmax Ultra O 0.0 $152k 28k 5.47
Ford Motor Company (F) 0.0 $139k 12k 11.96
Cohen & Steers Clsd-End Optuny Fnd (FOF) 0.0 $131k 10k 13.04
DNP Select Income Fund (DNP) 0.0 $115k 12k 10.01
Btq Technologies Corp (BTQ) 0.0 $80k 12k 6.92
B2gold Corp (BTG) 0.0 $50k 10k 4.95
Akebia Therapeutics (AKBA) 0.0 $36k 13k 2.73
Intel Corporation Call Option (INTC) 0.0 $20k 18k 1.10
Northern Dynasty Minerals Lt Com New (NAK) 0.0 $19k 16k 1.20