Independent Wealth Network

Independent Wealth Network as of Dec. 31, 2025

Portfolio Holdings for Independent Wealth Network

Independent Wealth Network holds 287 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Caterpillar (CAT) 4.6 $15M 26k 572.87
Spdr Series Trust State Street Spd (SPYG) 4.0 $13M 124k 106.70
Spdr Series Trust State Street Spd (SPYM) 3.7 $12M 152k 80.22
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.1 $10M 198k 50.59
Spdr Series Trust State Street Spd (SPYV) 2.6 $8.6M 152k 56.81
Ishares Silver Tr Ishares (SLV) 2.2 $7.1M 110k 64.42
Ishares Tr Msci Acwi Etf (ACWI) 1.9 $6.3M 45k 141.49
Ishares Tr Core Lt Usdb Etf (ILTB) 1.9 $6.2M 124k 49.70
Apple (AAPL) 1.6 $5.3M 20k 271.87
Collaborative Investmnt Ser Rareview Dynamic (RDFI) 1.6 $5.1M 214k 23.91
NVIDIA Corporation (NVDA) 1.6 $5.1M 27k 186.50
Dimensional Etf Trust Us Equity Market (DFUS) 1.6 $5.1M 69k 74.17
Chevron Corporation (CVX) 1.5 $4.9M 32k 152.41
Spdr Series Trust State Street Spd (SPAB) 1.5 $4.9M 190k 25.75
Microsoft Corporation (MSFT) 1.4 $4.7M 9.8k 483.63
Spdr Series Trust State Street Spd (SPYD) 1.3 $4.1M 96k 43.25
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $4.1M 6.6k 627.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $4.0M 6.5k 614.30
Spdr Gold Tr Gold Shs (GLD) 1.2 $4.0M 10k 396.29
Pacer Fds Tr Aristotle Pacifi (FLRT) 1.2 $3.9M 83k 47.14
Amazon (AMZN) 1.1 $3.5M 15k 230.82
Vanguard Index Fds Growth Etf (VUG) 1.0 $3.2M 6.5k 487.84
Ishares Tr Cre U S Reit Etf (USRT) 0.9 $2.9M 50k 56.96
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $2.7M 19k 143.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $2.6M 5.2k 502.62
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.8 $2.5M 25k 102.39
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.8 $2.5M 48k 51.75
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.7 $2.4M 43k 57.24
Palantir Technologies Cl A (PLTR) 0.7 $2.4M 14k 177.74
Spdr Series Trust State Street Spd (BIL) 0.7 $2.3M 25k 91.38
Pacer Fds Tr Swan Sos Fd Of (PSFF) 0.7 $2.3M 72k 32.33
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.7 $2.2M 123k 18.22
First Tr Exchange-traded Vest Investment (LQTI) 0.7 $2.2M 111k 20.12
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.7 $2.2M 44k 50.86
Meta Platforms Cl A (META) 0.6 $2.1M 3.2k 660.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $2.1M 3.0k 681.91
Amplify Etf Tr Cef High Income (YYY) 0.6 $2.1M 179k 11.51
Global X Fds Nasdaq 100 Cover (QYLD) 0.6 $2.0M 113k 17.67
Visa Com Cl A (V) 0.6 $2.0M 5.7k 350.68
Select Sector Spdr Tr State Street Tec (XLK) 0.6 $2.0M 14k 143.97
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.6 $1.9M 16k 123.95
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $1.8M 25k 74.07
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.7M 5.4k 313.81
Tesla Motors (TSLA) 0.5 $1.7M 3.7k 449.71
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.5 $1.7M 79k 21.00
Innovator Etfs Trust Equity Defined P (ZDEK) 0.5 $1.6M 64k 25.74
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.5 $1.6M 12k 138.47
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.5 $1.6M 46k 34.26
AllianceBernstein Global Hgh Incm (AWF) 0.5 $1.6M 148k 10.69
Tidal Trust Iii Mrp Synthequity (SNTH) 0.5 $1.6M 57k 27.69
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.5 $1.5M 35k 44.05
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.5M 2.00 754800.00
Ishares Tr Us Aer Def Etf (ITA) 0.4 $1.4M 6.7k 214.69
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.4 $1.4M 36k 40.23
Ishares Gold Tr Ishares New (IAU) 0.4 $1.4M 17k 81.17
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.4 $1.4M 5.5k 252.92
Ishares Tr Ishares Semicdtr (SOXX) 0.4 $1.4M 4.6k 301.17
Wisdomtree Tr Us Largecap Divd (DLN) 0.4 $1.4M 16k 88.08
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.4 $1.4M 21k 64.53
Bondbloxx Etf Trust Jp Morgan Usd Em (XEMD) 0.4 $1.3M 30k 44.58
Kayne Anderson MLP Investment (KYN) 0.4 $1.3M 109k 12.38
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $1.3M 4.3k 302.14
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $1.3M 16k 82.82
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.4 $1.3M 113k 11.24
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $1.3M 13k 100.38
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.3M 4.0k 313.03
Select Sector Spdr Tr State Street Ene (XLE) 0.4 $1.2M 27k 44.71
Kroger (KR) 0.4 $1.2M 20k 62.48
Ishares Tr Select Divid Etf (DVY) 0.4 $1.2M 8.3k 141.14
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.2M 1.7k 684.93
Boeing Company (BA) 0.3 $1.1M 5.2k 217.13
Spdr Series Trust State Street Spd (LGLV) 0.3 $1.1M 6.4k 175.56
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $1.1M 13k 83.75
Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.1M 11k 96.03
Exxon Mobil Corporation (XOM) 0.3 $1.1M 9.0k 120.35
Ares Capital Corporation (ARCC) 0.3 $1.1M 53k 20.23
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.1M 4.8k 219.78
Clorox Company (CLX) 0.3 $1.0M 10k 100.83
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.3 $1.0M 22k 47.35
Motorola Solutions Com New (MSI) 0.3 $1.0M 2.7k 383.36
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $1.0M 12k 88.49
Harbor Etf Trust Long Term Grower (WINN) 0.3 $1.0M 33k 31.10
Amplify Etf Tr Amplify Cybersec (HACK) 0.3 $1.0M 13k 80.37
Janus Detroit Str Tr Hendersn Cap Etf (JSML) 0.3 $1.0M 14k 73.56
Capital Group Core Balanced SHS (CGBL) 0.3 $992k 28k 35.33
Altria (MO) 0.3 $985k 17k 57.66
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $955k 19k 49.46
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $948k 9.5k 99.88
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $938k 57k 16.49
Cme (CME) 0.3 $925k 3.4k 273.05
Ishares Tr Core Msci Intl (IDEV) 0.3 $924k 11k 82.48
Costco Wholesale Corporation (COST) 0.3 $916k 1.1k 862.33
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.3 $898k 9.3k 96.12
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $896k 19k 46.81
First Tr Exchange-traded A Com Shs (FEX) 0.3 $893k 7.5k 118.62
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $888k 8.9k 100.35
Ishares Tr Intl Sel Div Etf (IDV) 0.3 $872k 22k 39.45
Pacer Fds Tr Globl Cash Etf (GCOW) 0.3 $865k 21k 41.22
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $864k 27k 32.62
Casey's General Stores (CASY) 0.3 $862k 1.6k 552.57
Honeywell International (HON) 0.3 $841k 4.3k 195.09
Fidelity Covington Trust High Divid Etf (FDVV) 0.2 $815k 14k 56.69
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.2 $803k 8.6k 93.12
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.2 $802k 12k 68.14
Spdr Series Trust State Street Spd (SPTM) 0.2 $792k 9.6k 82.50
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $771k 2.8k 279.11
Ishares Msci Aust Etf (EWA) 0.2 $770k 29k 26.19
Hershey Company (HSY) 0.2 $757k 4.2k 182.00
Kohl's Corporation (KSS) 0.2 $754k 37k 20.41
Johnson & Johnson (JNJ) 0.2 $749k 3.6k 206.96
Ishares Tr Broad Usd High (USHY) 0.2 $744k 20k 37.40
Broadcom (AVGO) 0.2 $744k 2.2k 346.10
Intel Corporation (INTC) 0.2 $737k 20k 36.90
Packaging Corporation of America (PKG) 0.2 $694k 3.4k 206.23
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.2 $690k 18k 38.32
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $681k 7.4k 92.52
Vanguard Index Fds Value Etf (VTV) 0.2 $679k 3.6k 190.96
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $674k 11k 62.47
Ishares Tr Russell 2000 Etf (IWM) 0.2 $674k 2.7k 246.17
Collaborative Investmnt Ser Rareview Totl Rt (RTRE) 0.2 $673k 27k 25.24
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $667k 23k 29.61
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $665k 3.1k 212.06
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.2 $659k 4.9k 134.32
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.2 $652k 6.3k 103.36
Lithium Amers Corp Com Shs (LAC) 0.2 $652k 150k 4.36
Spdr Series Trust State Street Spd (TFI) 0.2 $651k 14k 45.71
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.2 $648k 535.00 1211.80
Ishares Tr Conv Bd Etf (ICVT) 0.2 $646k 6.6k 98.51
Advanced Micro Devices (AMD) 0.2 $643k 3.0k 214.19
Netflix (NFLX) 0.2 $637k 6.8k 93.77
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $632k 19k 32.73
J P Morgan Exchange Traded F Income Etf (JPIE) 0.2 $628k 14k 46.29
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.2 $609k 6.2k 98.32
First Tr Exchange-traded Ft Vest Gold (IGLD) 0.2 $559k 22k 25.01
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $558k 5.8k 96.87
Cisco Systems (CSCO) 0.2 $557k 7.2k 77.03
Ishares Tr Core High Dv Etf (HDV) 0.2 $554k 4.6k 121.61
Wal-Mart Stores (WMT) 0.2 $552k 5.0k 111.41
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $550k 7.9k 69.47
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $549k 4.5k 123.26
The Alger Etf Trust Mid Cap 40 Etf (FRTY) 0.2 $538k 26k 21.05
Eli Lilly & Co. (LLY) 0.2 $536k 499.00 1074.68
Sherwin-Williams Company (SHW) 0.2 $530k 1.6k 324.03
Abbvie (ABBV) 0.2 $527k 2.3k 228.45
At&t (T) 0.2 $523k 21k 24.84
AFLAC Incorporated (AFL) 0.2 $520k 4.7k 110.27
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.2 $508k 22k 23.62
JPMorgan Chase & Co. (JPM) 0.2 $499k 1.5k 322.26
Ishares Core Msci Emkt (IEMG) 0.2 $497k 7.4k 67.22
First Tr Exchange-traded A Com Shs (FYX) 0.2 $496k 4.4k 113.13
Zacks Trust Earngs Constant (ZECP) 0.2 $495k 14k 34.76
Ishares Tr Global Equity (GLOF) 0.1 $488k 9.3k 52.78
Vanguard World Inf Tech Etf (VGT) 0.1 $487k 646.00 754.33
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $485k 5.6k 87.16
First Tr Exchange-traded A Com Shs (FTA) 0.1 $485k 5.6k 86.14
Spdr Series Trust State Street Spd (CNRG) 0.1 $484k 5.4k 89.48
Blackrock Res & Commodities SHS (BCX) 0.1 $480k 44k 10.98
Vanguard World Energy Etf (VDE) 0.1 $478k 3.8k 125.93
Ea Series Trust Strive Enhanced (BUXX) 0.1 $476k 24k 20.24
First Tr Exchange-traded A Com Shs (FNX) 0.1 $476k 3.8k 125.98
Ishares Tr New York Mun Etf (NYF) 0.1 $474k 8.9k 53.51
Verizon Communications (VZ) 0.1 $474k 12k 40.73
Proshares Tr Bitcoin Etf (BITO) 0.1 $471k 39k 12.16
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $467k 8.0k 58.12
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $467k 19k 24.37
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.1 $458k 11k 41.86
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $449k 2.0k 224.71
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $442k 4.0k 110.18
Mastercard Incorporated Cl A (MA) 0.1 $441k 772.00 570.88
Spdr Series Trust State Street Spd (SPMD) 0.1 $429k 7.4k 57.91
Procter & Gamble Company (PG) 0.1 $427k 3.0k 143.31
Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $422k 8.4k 50.32
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.1 $420k 16k 26.24
Invesco Actively Managed Exc Active Us Real (PSR) 0.1 $415k 4.6k 90.33
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $413k 1.4k 303.87
Spdr Series Trust State Street Spd (SPSM) 0.1 $408k 8.7k 46.86
Micron Technology (MU) 0.1 $405k 1.4k 285.51
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $404k 3.4k 120.20
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.1 $402k 16k 25.48
Merck & Co (MRK) 0.1 $398k 3.8k 105.26
Home Depot (HD) 0.1 $394k 1.1k 344.06
Qualcomm (QCOM) 0.1 $387k 2.3k 171.06
Madison Covered Call Eq Strat (MCN) 0.1 $378k 63k 6.00
Ark Etf Tr Innovation Etf (ARKK) 0.1 $378k 4.9k 76.92
Amphenol Corp Cl A (APH) 0.1 $377k 2.8k 135.14
Sprott Asset Management Physical Gold An (CEF) 0.1 $376k 8.2k 45.80
Universal Health Rlty Income Sh Ben Int (UHT) 0.1 $369k 9.4k 39.21
Atmos Energy Corporation (ATO) 0.1 $364k 2.2k 167.60
New York Life Investments Et Nyli Ftse Intern (HFXI) 0.1 $363k 11k 32.45
Ishares Tr National Mun Etf (MUB) 0.1 $359k 3.4k 107.10
Uranium Energy (UEC) 0.1 $356k 31k 11.68
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $352k 6.5k 53.76
Deere & Company (DE) 0.1 $350k 751.00 465.61
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $329k 2.2k 146.61
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $327k 7.0k 46.54
Devon Energy Corporation (DVN) 0.1 $325k 8.9k 36.63
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $324k 3.4k 94.16
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $322k 6.8k 47.02
Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $319k 51k 6.30
Abbott Laboratories (ABT) 0.1 $312k 2.5k 125.30
Fs Kkr Capital Corp (FSK) 0.1 $311k 21k 14.81
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.1 $308k 4.9k 62.92
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $306k 7.5k 41.08
S&p Global (SPGI) 0.1 $302k 578.00 522.59
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $302k 6.2k 48.32
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.1 $299k 5.3k 56.62
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $298k 5.9k 50.29
Innovator Etfs Trust Equity Defin 1yr (ZOCT) 0.1 $294k 11k 26.84
Corteva (CTVA) 0.1 $288k 4.3k 67.03
Nuveen Global High Income SHS (JGH) 0.1 $285k 23k 12.61
Pepsi (PEP) 0.1 $285k 2.0k 143.55
Wec Energy Group (WEC) 0.1 $285k 2.7k 105.47
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $283k 4.7k 59.93
Medpace Hldgs (MEDP) 0.1 $283k 504.00 561.65
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $280k 4.8k 58.73
Rivian Automotive Com Cl A (RIVN) 0.1 $280k 14k 19.71
Metropcs Communications (TMUS) 0.1 $277k 1.4k 203.04
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $275k 3.4k 80.64
Nike CL B (NKE) 0.1 $274k 4.3k 63.71
Philip Morris International (PM) 0.1 $270k 1.7k 160.36
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $267k 2.4k 111.77
Wells Fargo & Company (WFC) 0.1 $266k 2.9k 93.21
Innovator Etfs Trust Equity 1yr Janua (ZJAN) 0.1 $265k 9.7k 27.36
Applovin Corp Com Cl A (APP) 0.1 $264k 392.00 673.82
Global Payments (GPN) 0.1 $263k 3.4k 77.40
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $263k 730.00 360.22
McDonald's Corporation (MCD) 0.1 $263k 859.00 305.63
Coca-Cola Company (KO) 0.1 $261k 3.7k 69.91
Stryker Corporation (SYK) 0.1 $260k 740.00 351.47
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $248k 1.2k 211.82
Kla Corp Com New (KLAC) 0.1 $245k 201.00 1216.90
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $244k 5.7k 42.87
Enbridge (ENB) 0.1 $243k 5.1k 47.83
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $242k 4.4k 55.58
Tractor Supply Company (TSCO) 0.1 $240k 4.8k 50.01
Adobe Systems Incorporated (ADBE) 0.1 $238k 680.00 349.96
Applied Materials (AMAT) 0.1 $238k 924.00 257.00
Uber Technologies (UBER) 0.1 $237k 2.9k 81.71
Arthur J. Gallagher & Co. (AJG) 0.1 $237k 915.00 258.71
Block Cl A (XYZ) 0.1 $236k 3.6k 65.10
Oracle Corporation (ORCL) 0.1 $236k 1.2k 194.91
Vanguard World Materials Etf (VAW) 0.1 $231k 1.1k 207.49
West Bancorporation Cap Stk (WTBA) 0.1 $230k 10k 22.19
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $230k 1.6k 141.05
First Tr Exchange-traded Intermediate Dur (FIIG) 0.1 $228k 11k 21.20
Nasdaq Omx (NDAQ) 0.1 $228k 2.3k 97.14
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV) 0.1 $226k 5.5k 41.50
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM) 0.1 $224k 4.9k 46.13
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) 0.1 $223k 8.4k 26.53
Snap-on Incorporated (SNA) 0.1 $223k 646.00 344.60
Spdr Series Trust State Street Spd (SPHY) 0.1 $220k 9.3k 23.67
Ishares Msci Gbl Min Vol (ACWV) 0.1 $220k 1.9k 118.75
Zacks Trust Quality Internat (QUIZ) 0.1 $217k 8.2k 26.52
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $215k 4.8k 44.41
Republic Services (RSG) 0.1 $215k 1.0k 212.00
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $214k 2.2k 96.84
Proshares Tr Pshs Ultra Tech (ROM) 0.1 $213k 2.3k 94.29
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $213k 3.6k 59.29
General Dynamics Corporation (GD) 0.1 $212k 631.00 336.48
Ishares U S Etf Tr Short Maturity M (MEAR) 0.1 $212k 4.2k 50.32
Palo Alto Networks (PANW) 0.1 $211k 1.1k 184.27
Raytheon Technologies Corp (RTX) 0.1 $211k 1.2k 183.38
Phillips 66 (PSX) 0.1 $211k 1.6k 129.07
Thomson Reuters Corp. (TRI) 0.1 $211k 1.6k 131.89
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $210k 7.8k 26.91
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.1 $208k 13k 15.67
Trane Technologies SHS (TT) 0.1 $208k 535.00 388.85
Barclays Adr (BCS) 0.1 $208k 8.2k 25.45
Broadridge Financial Solutions (BR) 0.1 $207k 928.00 223.26
3M Company (MMM) 0.1 $206k 1.3k 160.10
Principal Financial (PFG) 0.1 $204k 2.3k 88.22
Intuit (INTU) 0.1 $203k 306.00 662.42
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $203k 4.2k 48.00
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.1 $202k 4.1k 49.15
Illinois Tool Works (ITW) 0.1 $202k 818.00 246.37
Mondelez Intl Cl A (MDLZ) 0.1 $201k 3.7k 53.83
Toast Cl A (TOST) 0.1 $200k 5.6k 35.51
Fs Specialty Lending Com Sh Ben Int (FSSL) 0.1 $169k 12k 14.14
Nuveen Real Estate Income Fund (JRS) 0.1 $166k 22k 7.66
B&G Foods (BGS) 0.0 $153k 36k 4.30
Tidal Trust Ii Yieldmax Univers (YMAX) 0.0 $143k 14k 9.98
Granite Ridge Resources (GRNT) 0.0 $138k 29k 4.70
Ford Motor Company (F) 0.0 $134k 10k 13.12
DNP Select Income Fund (DNP) 0.0 $114k 11k 9.99
B2gold Corp (BTG) 0.0 $45k 10k 4.51
Northern Dynasty Minerals Lt Com New (NAK) 0.0 $31k 16k 1.97
Akebia Therapeutics (AKBA) 0.0 $21k 13k 1.61