Independent Wealth Network

Independent Wealth Network as of March 31, 2026

Portfolio Holdings for Independent Wealth Network

Independent Wealth Network holds 296 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
Caterpillar (CAT) 5.5 $19M 26k 708.45
Spdr Series Trust State Street Spd (SPYM) 4.5 $15M 199k 76.54
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.8 $13M 250k 50.61
Spdr Series Trust State Street Spd (SPYG) 2.9 $9.7M 99k 97.91
Ishares Silver Tr Ishares (SLV) 2.1 $7.2M 106k 68.14
Collaborative Investmnt Ser Rareview Dynamic (RDFI) 1.8 $6.1M 265k 23.05
Chevron Corporation (CVX) 1.8 $6.0M 29k 206.90
Dimensional Etf Trust Us Equity Market (DFUS) 1.5 $5.2M 73k 70.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $5.2M 8.9k 577.17
Spdr Series Trust State Street Spd (SPYV) 1.5 $5.1M 91k 56.58
Apple (AAPL) 1.5 $5.0M 20k 253.80
NVIDIA Corporation (NVDA) 1.4 $4.6M 26k 174.40
Spdr Gold Tr Gold Shs (GLD) 1.3 $4.4M 10k 430.28
Microsoft Corporation (MSFT) 1.2 $4.2M 11k 370.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $4.1M 6.8k 597.52
First Tr Exchange-traded SHS (QTEC) 1.0 $3.3M 16k 215.98
Amazon (AMZN) 1.0 $3.3M 16k 208.27
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.0 $3.3M 58k 56.68
Pacer Fds Tr Aristotle Pacifi (FLRT) 0.9 $3.2M 68k 46.31
Ishares Tr Msci Acwi Etf (ACWI) 0.9 $3.0M 22k 138.37
Spdr Series Trust State Street Spd (SPYD) 0.9 $2.9M 65k 45.52
Spdr Series Trust State Street Spd (SPAB) 0.9 $2.9M 113k 25.62
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $2.8M 19k 148.10
Select Sector Spdr Tr State Street Ene (XLE) 0.8 $2.8M 45k 61.26
Vanguard Index Fds Growth Etf (VUG) 0.8 $2.7M 6.3k 436.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $2.6M 5.4k 479.20
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.8 $2.6M 25k 103.43
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.8 $2.6M 18k 145.02
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.7 $2.4M 47k 50.41
Ishares Tr Core Lt Usdb Etf (ILTB) 0.7 $2.3M 47k 48.98
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.7 $2.3M 46k 49.81
First Tr Exchange-traded Vest Investment (LQTI) 0.7 $2.3M 116k 19.58
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $2.2M 30k 73.64
Pacer Fds Tr Swan Sos Fd Of (PSFF) 0.7 $2.2M 69k 32.04
Palantir Technologies Cl A (PLTR) 0.7 $2.2M 15k 146.28
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.6 $2.2M 43k 50.95
Spdr Series Trust State Street Spd (BIL) 0.6 $2.1M 23k 91.64
Amplify Etf Tr Cef High Income (YYY) 0.6 $2.0M 182k 11.03
Global X Fds Nasdaq 100 Cover (QYLD) 0.6 $2.0M 114k 17.15
Select Sector Spdr Tr State Street Tec (XLK) 0.6 $1.9M 14k 132.90
Meta Platforms Cl A (META) 0.5 $1.8M 3.2k 572.04
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $1.8M 2.8k 650.33
Ishares Tr Ishares Semicdtr (SOXX) 0.5 $1.8M 5.5k 328.66
Visa Com Cl A Call Option (V) 0.5 $1.8M 5.9k 302.24
J P Morgan Exchange Traded F Betabuilders Us (BBAG) 0.5 $1.8M 39k 46.16
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.5 $1.6M 48k 33.77
Wisdomtree Tr Us Largecap Divd (DLN) 0.5 $1.6M 18k 89.33
Kayne Anderson MLP Investment (KYN) 0.5 $1.6M 110k 14.28
First Tr Exchange-traded Structured Cr In (SCIO) 0.5 $1.6M 76k 20.64
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.5 $1.6M 88k 17.75
Exxon Mobil Corporation (XOM) 0.4 $1.5M 8.9k 169.65
AllianceBernstein Global Hgh Incm (AWF) 0.4 $1.5M 147k 10.17
Pacer Fds Tr Globl Cash Etf (GCOW) 0.4 $1.5M 32k 46.24
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.4 $1.5M 25k 60.39
J P Morgan Exchange Traded F Betabuilders I (BBIN) 0.4 $1.5M 20k 73.12
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.5M 5.1k 286.88
Ishares Tr Us Aer Def Etf (ITA) 0.4 $1.5M 6.6k 218.74
Spdr Index Shs Fds State Street Spd (SPDW) 0.4 $1.4M 32k 45.65
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.4M 2.00 718140.00
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.4 $1.4M 37k 38.42
Tesla Motors (TSLA) 0.4 $1.4M 3.8k 371.73
Ishares Gold Tr Ishares New (IAU) 0.4 $1.4M 16k 88.16
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $1.4M 4.6k 302.23
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $1.4M 14k 100.66
Spdr Series Trust State Street Spd (SPMD) 0.4 $1.4M 23k 59.22
Spdr Index Shs Fds State Street Spd (SPEM) 0.4 $1.3M 29k 46.91
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $1.3M 16k 82.57
Tidal Trust Iii Mrp Synthequity (SNTH) 0.4 $1.3M 49k 26.24
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $1.3M 13k 99.27
Ishares Tr Select Divid Etf (DVY) 0.4 $1.3M 8.3k 151.42
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.4 $1.2M 13k 92.76
Ssga Active Tr State Street Dou (STOT) 0.4 $1.2M 26k 47.13
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.4 $1.2M 113k 10.88
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.4 $1.2M 5.0k 237.62
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.2M 1.8k 653.20
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.2M 4.1k 287.54
Capital Group Core Balanced SHS (CGBL) 0.3 $1.2M 34k 34.41
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.3 $1.2M 27k 42.54
Motorola Solutions Com New (MSI) 0.3 $1.2M 2.7k 433.90
Spdr Series Trust State Street Spd (LGLV) 0.3 $1.1M 6.4k 178.10
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $1.1M 59k 19.30
Casey's General Stores (CASY) 0.3 $1.1M 1.5k 727.77
Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.1M 12k 97.13
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $1.1M 14k 82.75
Altria (MO) 0.3 $1.1M 17k 65.99
Clorox Company (CLX) 0.3 $1.1M 11k 103.63
Kroger (KR) 0.3 $1.1M 15k 72.36
Costco Wholesale Corporation (COST) 0.3 $1.1M 1.1k 996.84
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $1.1M 38k 29.13
Boeing Company (BA) 0.3 $1.1M 5.5k 199.03
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.1M 5.0k 215.07
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.3 $1.1M 23k 47.08
Ishares Tr Core Msci Intl (IDEV) 0.3 $1.0M 13k 83.57
Fidelity Covington Trust High Divid Etf (FDVV) 0.3 $1.0M 18k 55.24
Cme (CME) 0.3 $1.0M 3.4k 295.35
Ares Capital Corporation (ARCC) 0.3 $1.0M 56k 18.02
Honeywell International (HON) 0.3 $993k 4.4k 226.03
Amplify Etf Tr Amplify Cybersec (HACK) 0.3 $956k 13k 75.09
Ishares Tr Intl Sel Div Etf (IDV) 0.3 $954k 22k 42.56
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM) 0.3 $921k 20k 45.55
J P Morgan Exchange Traded F Betabuilders Usd (BBCB) 0.3 $889k 20k 45.35
Ishares Tr Cre U S Reit Etf (USRT) 0.3 $882k 15k 59.19
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $879k 14k 64.08
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.3 $877k 7.9k 110.78
Spdr Series Trust State Street Spd (XNTK) 0.3 $876k 3.4k 255.29
Hershey Company (HSY) 0.3 $873k 4.2k 207.90
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.2 $839k 12k 71.24
Invesco Exch Traded Fd Tr Ii S&p Smlcp Indl (PSCI) 0.2 $835k 5.4k 154.63
Johnson & Johnson (JNJ) 0.2 $832k 3.4k 244.45
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.2 $829k 8.6k 96.29
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $826k 27k 30.50
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $825k 24k 33.97
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $820k 8.2k 100.57
Ishares Msci Aust Etf (EWA) 0.2 $813k 29k 27.76
Broadcom (AVGO) 0.2 $799k 2.6k 309.51
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $799k 12k 68.28
Bondbloxx Etf Trust Jp Morgan Usd Em (XEMD) 0.2 $773k 18k 43.95
Spdr Series Trust State Street Spd (SPTM) 0.2 $761k 9.6k 79.06
Packaging Corporation of America (PKG) 0.2 $749k 3.5k 212.22
Harbor Etf Trust Long Term Grower (WINN) 0.2 $746k 27k 27.73
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.2 $722k 18k 39.43
Vanguard Index Fds Value Etf (VTV) 0.2 $717k 3.7k 196.18
Ishares Tr Broad Usd High (USHY) 0.2 $709k 19k 36.84
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $701k 8.8k 79.56
Lithium Amers Corp Com Shs (LAC) 0.2 $699k 177k 3.95
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $697k 2.7k 257.37
Ishares Tr Russell 2000 Etf (IWM) 0.2 $682k 2.7k 248.02
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $681k 8.8k 77.18
Collaborative Investmnt Ser Rareview Totl Rt (RTRE) 0.2 $677k 27k 25.04
Spdr Series Trust State Street Spd (SPHY) 0.2 $656k 28k 23.32
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.2 $654k 29k 22.95
Spdr Series Trust State Street Spd (TFI) 0.2 $645k 14k 45.34
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $638k 12k 55.52
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $637k 6.9k 92.69
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) 0.2 $627k 542.00 1155.91
Vanguard World Energy Etf (VDE) 0.2 $625k 3.6k 173.04
Ssga Active Etf Tr State Street Dou (TOTL) 0.2 $622k 16k 39.73
Spdr Series Trust State Street Spd (SPSM) 0.2 $621k 13k 48.32
Ea Series Trust Strive Enhanced (BUXX) 0.2 $619k 31k 20.25
Wal-Mart Stores (WMT) 0.2 $618k 5.0k 124.29
Netflix (NFLX) 0.2 $612k 6.4k 96.16
First Tr Exchange-traded Ft Vest Gold (IGLD) 0.2 $611k 24k 25.53
Universal Health Rlty Income Sh Ben Int (UHT) 0.2 $610k 15k 40.47
Advanced Micro Devices (AMD) 0.2 $609k 3.0k 203.45
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $597k 2.8k 211.16
J P Morgan Exchange Traded F Betabuilders Usd (BBHY) 0.2 $592k 13k 45.83
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $590k 3.1k 191.91
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.2 $579k 2.0k 295.17
Innovator Etfs Trust Equity Defined P (ZDEK) 0.2 $574k 22k 25.62
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $574k 5.7k 100.62
Ishares Core Msci Emkt (IEMG) 0.2 $564k 8.1k 69.75
Cisco Systems (CSCO) 0.2 $563k 7.3k 77.59
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $557k 9.5k 58.54
At&t (T) 0.2 $556k 19k 28.99
First Tr Exchange-traded Indxx Critical M (FMTL) 0.2 $551k 17k 33.48
Verizon Communications (VZ) 0.2 $533k 11k 50.20
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.2 $523k 4.1k 128.26
Sherwin-Williams Company (SHW) 0.2 $522k 1.6k 320.55
Vanguard Index Fds Small Cp Etf (VB) 0.2 $517k 2.0k 261.94
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.2 $514k 20k 25.48
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $512k 2.1k 240.03
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $511k 4.5k 113.12
Pimco Etf Tr Multisector Bd (PYLD) 0.2 $508k 19k 26.20
AFLAC Incorporated (AFL) 0.2 $505k 4.6k 109.71
First Tr Exchange-traded A Com Shs (FTA) 0.1 $495k 5.4k 92.35
Kohl's Corporation (KSS) 0.1 $491k 38k 12.90
Abbvie (ABBV) 0.1 $491k 2.3k 217.48
Devon Energy Corporation (DVN) 0.1 $490k 9.7k 50.32
Zacks Trust Earngs Constant (ZECP) 0.1 $482k 14k 33.83
Spdr Series Trust State Street Spd (CNRG) 0.1 $478k 5.3k 90.32
Eli Lilly & Co. (LLY) 0.1 $476k 517.00 919.77
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.1 $475k 4.9k 96.98
Ishares Tr New York Mun Etf (NYF) 0.1 $470k 8.8k 53.12
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $469k 1.4k 337.92
Vanguard World Inf Tech Etf (VGT) 0.1 $469k 673.00 697.29
Proshares Tr Bitcoin Etf (BITO) 0.1 $464k 50k 9.31
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $458k 19k 24.27
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $441k 4.0k 108.98
Deere & Company (DE) 0.1 $430k 763.00 563.34
First Tr Exchange-traded A Com Shs (FEX) 0.1 $428k 3.5k 121.94
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.1 $425k 17k 25.55
Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $421k 8.4k 50.34
Spdr Series Trust State Street Spd (QUS) 0.1 $420k 2.4k 171.65
JPMorgan Chase & Co. (JPM) 0.1 $415k 1.4k 294.07
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.1 $415k 10k 40.57
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $414k 3.3k 124.30
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $414k 8.6k 48.05
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $412k 4.6k 88.70
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $407k 2.0k 208.09
Micron Technology (MU) 0.1 $405k 1.2k 337.97
Procter & Gamble Company (PG) 0.1 $403k 2.8k 144.45
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $395k 7.3k 54.05
Atmos Energy Corporation (ATO) 0.1 $394k 2.1k 184.70
Home Depot (HD) 0.1 $394k 1.2k 328.85
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.1 $388k 8.6k 45.18
Mastercard Incorporated Cl A (MA) 0.1 $387k 774.00 499.66
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.1 $386k 20k 19.00
Ishares Tr National Mun Etf (MUB) 0.1 $377k 3.6k 106.14
First Tr Exchange-traded A Com Shs (FTC) 0.1 $370k 2.4k 154.13
Nuveen Global High Income SHS (JGH) 0.1 $369k 30k 12.22
Amphenol Corp Cl A (APH) 0.1 $367k 2.9k 126.35
Corteva (CTVA) 0.1 $358k 4.3k 83.71
Uranium Energy Call Option (UEC) 0.1 $356k 26k 13.50
West Bancorporation Cap Stk (WTBA) 0.1 $350k 15k 23.79
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $343k 7.7k 44.62
Spdr Series Trust State Street Spd (CWB) 0.1 $341k 3.7k 91.52
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.1 $336k 6.0k 55.85
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $335k 6.4k 52.64
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $333k 6.7k 49.95
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $326k 7.1k 46.19
Applied Materials (AMAT) 0.1 $322k 942.00 341.62
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $317k 7.5k 42.31
Apa Corporation (APA) 0.1 $313k 7.4k 42.44
Pepsi (PEP) 0.1 $309k 2.0k 155.33
Intel Corporation (INTC) 0.1 $304k 6.9k 44.13
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $304k 6.1k 49.89
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $298k 12k 24.29
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $297k 1.4k 217.31
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.1 $295k 4.9k 60.44
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.1 $294k 5.4k 54.84
Amplify Etf Tr Amplify Junior S (SILJ) 0.1 $294k 9.9k 29.72
Vanguard Index Fds Large Cap Etf (VV) 0.1 $291k 975.00 298.81
Merck & Co (MRK) 0.1 $290k 2.4k 120.29
Phillips 66 (PSX) 0.1 $287k 1.6k 182.12
Coca-Cola Company (KO) 0.1 $284k 3.7k 76.06
Qualcomm (QCOM) 0.1 $282k 2.2k 128.79
Philip Morris International (PM) 0.1 $281k 1.7k 165.37
Equinix (EQIX) 0.1 $280k 286.00 980.24
Adobe Systems Incorporated (ADBE) 0.1 $273k 1.1k 243.03
Spdr Series Trust State Street Spd (SPIP) 0.1 $273k 11k 26.01
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $273k 711.00 383.58
ConocoPhillips (COP) 0.1 $266k 2.0k 131.99
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $265k 2.4k 111.20
McDonald's Corporation (MCD) 0.1 $262k 842.00 310.79
Raytheon Technologies Corp (RTX) 0.1 $261k 1.4k 192.91
Enbridge (ENB) 0.1 $259k 4.8k 54.14
On Hldg Namen Akt A (ONON) 0.1 $259k 7.6k 34.02
Vertiv Holdings Com Cl A (VRT) 0.1 $258k 1.0k 250.58
Shell Spon Ads (SHEL) 0.1 $257k 2.8k 92.99
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $251k 6.5k 38.42
Teradyne (TER) 0.1 $247k 834.00 296.46
First Tr Exchange-traded Indxx Nat Re Etf (FTRI) 0.1 $245k 14k 17.85
Bwx Technologies (BWXT) 0.1 $245k 1.2k 204.49
Block Cl A (XYZ) 0.1 $245k 4.1k 60.18
Abbott Laboratories (ABT) 0.1 $245k 2.4k 102.67
Wec Energy Group (WEC) 0.1 $244k 2.1k 115.77
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $243k 1.9k 125.45
Stryker Corporation (SYK) 0.1 $241k 734.00 328.59
Ishares Msci Gbl Min Vol (ACWV) 0.1 $240k 2.0k 119.51
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.1 $240k 3.4k 71.60
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $239k 1.7k 138.34
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV) 0.1 $238k 5.7k 41.56
Rivian Automotive Com Cl A (RIVN) 0.1 $237k 16k 15.05
Vanguard World Materials Etf (VAW) 0.1 $236k 1.0k 225.33
Freeport Mcmoran CL B (FCX) 0.1 $235k 4.0k 58.78
Snap-on Incorporated (SNA) 0.1 $234k 644.00 363.22
Uber Technologies (UBER) 0.1 $232k 3.2k 71.93
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $231k 9.0k 25.64
B&G Foods (BGS) 0.1 $231k 48k 4.81
Metropcs Communications (TMUS) 0.1 $231k 1.1k 210.03
Wells Fargo & Company (WFC) 0.1 $230k 2.9k 79.60
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.1 $230k 4.7k 49.37
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $229k 173.00 1323.96
Granite Ridge Resources (GRNT) 0.1 $229k 39k 5.87
General Motors Company (GM) 0.1 $228k 3.1k 74.49
Republic Services (RSG) 0.1 $224k 1.0k 219.09
Trane Technologies SHS (TT) 0.1 $224k 537.00 416.37
Texas Instruments Incorporated (TXN) 0.1 $224k 1.2k 194.14
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $223k 8.4k 26.61
Zacks Trust Quality Internat (QUIZ) 0.1 $221k 8.2k 26.96
S&p Global (SPGI) 0.1 $217k 511.00 425.34
Global Payments (GPN) 0.1 $215k 3.2k 67.30
Ishares U S Etf Tr Short Maturity M (MEAR) 0.1 $213k 4.2k 50.34
Mondelez Intl Cl A (MDLZ) 0.1 $213k 3.7k 57.64
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $213k 2.3k 93.66
Ishares Tr Mbs Etf (MBB) 0.1 $206k 2.2k 94.95
Marvell Technology (MRVL) 0.1 $205k 2.1k 99.04
Servicenow (NOW) 0.1 $204k 2.0k 104.53
First Tr Exchange-traded A Com Shs (FNX) 0.1 $204k 1.6k 128.26
First Tr Exchange-traded SHS (FDL) 0.1 $202k 4.0k 50.80
Watsco, Incorporated (WSO) 0.1 $201k 553.00 363.79
First Tr Exchange-traded Intermediate Dur (FIIG) 0.1 $201k 9.7k 20.75
General Dynamics Corporation (GD) 0.1 $200k 583.00 343.22
Cabot Oil & Gas Corporation (CTRA) 0.1 $200k 5.7k 35.14
Global X Fds Us Pfd Etf (PFFD) 0.1 $194k 11k 18.40
Nuveen Real Estate Income Fund (JRS) 0.0 $167k 22k 7.46
Msc Income Fund (MSIF) 0.0 $140k 12k 12.18
Tidal Trust Ii Yieldmax Univers (YMAX) 0.0 $129k 17k 7.83
Banco Santander Sa Adr (SAN) 0.0 $127k 11k 11.28
Ford Motor Company (F) 0.0 $122k 11k 11.54
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $121k 24k 5.10
DNP Select Income Fund (DNP) 0.0 $118k 11k 10.30
B2gold Corp Call Option (BTG) 0.0 $48k 11k 4.53
Vuzix Corp Com New (VUZI) 0.0 $31k 13k 2.31
Northern Dynasty Minerals Lt Com New (NAK) 0.0 $22k 16k 1.40
Akebia Therapeutics (AKBA) 0.0 $18k 13k 1.39