Insight Advisors, LLC/ PA

Insight Advisors, LLC/ PA as of March 31, 2024

Portfolio Holdings for Insight Advisors, LLC/ PA

Insight Advisors, LLC/ PA holds 295 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ea Series Trust Alpha Architect (CAOS) 28.9 $150M 1.8M 84.30
Ea Series Trust Alpha Arch 1-3 (BOXX) 6.1 $32M 300k 106.46
NVIDIA Corporation Call Option (NVDA) 4.2 $22M 24k 903.56
Apple Put Option (AAPL) 3.6 $19M 111k 171.48
Amazon (AMZN) 1.7 $8.6M 48k 180.38
Microsoft Corporation (MSFT) 1.6 $8.2M 20k 420.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $5.9M 11k 523.09
First Tr Exchange-traded First Tr Enh New (FTSM) 1.1 $5.7M 95k 59.62
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.1 $5.6M 73k 76.19
Vanguard Index Fds Growth Etf (VUG) 1.0 $5.4M 16k 344.19
Wisdomtree Tr Us Multifactor (USMF) 0.9 $4.9M 106k 46.55
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.9 $4.8M 83k 58.11
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $4.7M 26k 182.61
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.9 $4.6M 127k 35.84
Broadcom (AVGO) 0.8 $4.4M 3.3k 1326.12
Pacer Fds Tr Pacer Us Small (CALF) 0.8 $4.2M 85k 49.16
Alphabet Cap Stk Cl A (GOOGL) 0.7 $3.8M 25k 150.93
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.7 $3.7M 85k 43.40
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $3.6M 8.2k 444.06
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $3.6M 8.6k 420.52
Ishares Tr Core S&p500 Etf (IVV) 0.7 $3.6M 6.8k 525.78
Selective Insurance (SIGI) 0.6 $3.4M 31k 109.17
Advanced Micro Devices (AMD) 0.6 $3.2M 18k 180.49
Vanguard Index Fds Value Etf (VTV) 0.6 $3.2M 20k 162.86
Wisdomtree Tr Us Largecap Fund (EPS) 0.6 $3.2M 57k 55.40
Wisdomtree Tr Us Midcap Divid (DON) 0.6 $3.1M 63k 48.77
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.6 $3.0M 117k 25.62
Wisdomtree Tr Us Quality Grow (QGRW) 0.6 $2.9M 72k 41.10
Proshares Tr S&p 500 Dv Arist (NOBL) 0.5 $2.8M 28k 101.41
Tesla Motors Put Option (TSLA) 0.5 $2.8M 16k 175.79
Merck & Co (MRK) 0.5 $2.7M 20k 131.96
First Tr Exchange-traded Ft Vest Gold (IGLD) 0.5 $2.7M 136k 19.69
Alphabet Cap Stk Cl C (GOOG) 0.5 $2.6M 17k 152.26
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $2.6M 28k 92.72
Camping World Hldgs Cl A (CWH) 0.5 $2.6M 93k 27.85
First Tr Exchange-traded Limited Duration (FSIG) 0.5 $2.5M 133k 18.77
Ishares Tr Core Div Grwth (DGRO) 0.5 $2.4M 41k 58.06
Blackstone Group Inc Com Cl A (BX) 0.4 $2.3M 18k 131.37
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $2.2M 27k 80.64
Costco Wholesale Corporation (COST) 0.4 $2.2M 3.0k 733.28
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.4 $2.2M 43k 50.45
Vanguard World Inf Tech Etf (VGT) 0.4 $2.0M 3.9k 524.43
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.4 $2.0M 33k 61.66
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $2.0M 8.5k 235.79
Wisdomtree Tr Intl Smcap Div (DLS) 0.4 $2.0M 31k 65.21
Meta Platforms Cl A (META) 0.4 $2.0M 4.0k 485.59
Wisdomtree Tr Em Ex St-owned (XSOE) 0.4 $1.9M 66k 29.46
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $1.9M 7.3k 260.73
Johnson & Johnson (JNJ) 0.4 $1.9M 12k 158.18
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.4 $1.8M 36k 50.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.8M 3.8k 480.70
Netflix (NFLX) 0.3 $1.8M 3.0k 607.33
Home Depot (HD) 0.3 $1.7M 4.5k 383.62
Wisdomtree Tr Intk Mltifactr (DWMF) 0.3 $1.7M 63k 26.54
Global X Fds Cybrscurty Etf (BUG) 0.3 $1.6M 55k 29.75
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.6M 10k 155.91
Pfizer (PFE) 0.3 $1.6M 56k 27.75
Wisdomtree Tr Us Smallcap Fund (EES) 0.3 $1.6M 31k 50.12
American Express Company (AXP) 0.3 $1.5M 6.8k 227.69
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.3 $1.5M 30k 50.86
Automatic Data Processing (ADP) 0.3 $1.5M 5.9k 249.74
Procter & Gamble Company (PG) 0.3 $1.5M 9.0k 162.25
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.3 $1.5M 18k 81.53
Global X Fds Fintech Etf (FINX) 0.3 $1.4M 52k 27.86
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.4M 17k 84.44
Wells Fargo & Company (WFC) 0.3 $1.4M 24k 57.96
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.2 $1.3M 39k 33.51
Pepsi (PEP) 0.2 $1.3M 7.3k 174.99
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $1.3M 21k 61.53
Wisdomtree Tr Mortgage Plus Bd (MTGP) 0.2 $1.3M 29k 43.41
Palo Alto Networks (PANW) 0.2 $1.3M 4.4k 284.13
Global X Fds Cloud Computng (CLOU) 0.2 $1.2M 57k 21.75
Paccar (PCAR) 0.2 $1.2M 10k 123.89
Spdr Ser Tr Russell Momentum (ONEO) 0.2 $1.2M 11k 115.43
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.2M 7.2k 169.37
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.2 $1.2M 37k 32.69
Public Service Enterprise (PEG) 0.2 $1.2M 18k 66.78
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.2 $1.2M 39k 31.10
Wal-Mart Stores (WMT) 0.2 $1.2M 20k 60.18
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $1.1M 5.9k 191.88
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.2 $1.1M 20k 57.23
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $1.1M 27k 40.71
McDonald's Corporation (MCD) 0.2 $1.1M 3.9k 282.01
International Business Machines (IBM) 0.2 $1.1M 5.5k 190.96
Spdr Ser Tr Ssga Us Smal Etf (SMLV) 0.2 $1.0M 9.3k 112.04
Pacer Fds Tr Developed Mrkt (ICOW) 0.2 $1.0M 31k 31.95
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $995k 3.3k 304.70
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $994k 16k 64.15
Vanguard World Mega Grwth Ind (MGK) 0.2 $992k 3.5k 286.60
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $974k 13k 73.46
First Tr Exchng Traded Fd Vi Ft Vest U.s (SMAY) 0.2 $954k 42k 22.93
JPMorgan Chase & Co. (JPM) 0.2 $939k 4.7k 200.32
Global X Fds Autonmous Ev Etf (DRIV) 0.2 $936k 38k 24.70
Bank of America Corporation (BAC) 0.2 $921k 24k 37.92
Siteone Landscape Supply (SITE) 0.2 $891k 5.1k 174.55
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.2 $887k 28k 31.81
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $886k 8.4k 105.03
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $866k 2.6k 337.10
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $855k 17k 50.29
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $852k 5.8k 147.78
Sprott Physical Gold Tr Unit (PHYS) 0.2 $836k 48k 17.30
Ishares Tr Faln Angls Usd (FALN) 0.2 $818k 30k 26.86
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $815k 14k 58.65
Ford Motor Company (F) 0.2 $810k 61k 13.28
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $801k 20k 39.81
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.2 $788k 5.3k 148.44
Global X Fds Internet Of Thng (SNSR) 0.1 $778k 22k 36.23
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $775k 7.0k 110.51
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $767k 17k 45.94
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.1 $756k 33k 23.24
Verizon Communications (VZ) 0.1 $753k 18k 41.96
Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $714k 25k 28.76
Exxon Mobil Corporation (XOM) 0.1 $712k 6.1k 116.24
J P Morgan Exchange Traded F Betabuilders I (BBIN) 0.1 $712k 12k 60.13
Eli Lilly & Co. (LLY) 0.1 $699k 898.00 778.01
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.1 $682k 24k 28.18
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $678k 21k 32.68
Global X Fds Telmdc&dig Etf (EDOC) 0.1 $674k 71k 9.51
Prudential Financial (PRU) 0.1 $664k 5.7k 117.40
Lockheed Martin Corporation (LMT) 0.1 $663k 1.5k 455.26
salesforce (CRM) 0.1 $663k 2.2k 301.18
Select Sector Spdr Tr Energy (XLE) 0.1 $663k 7.0k 94.43
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.1 $652k 27k 24.48
Ameriprise Financial (AMP) 0.1 $643k 1.5k 438.44
First Tr Value Line Divid In SHS (FVD) 0.1 $624k 15k 42.23
Pdd Holdings Sponsored Ads (PDD) 0.1 $619k 5.3k 116.25
UnitedHealth (UNH) 0.1 $619k 1.3k 494.90
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $619k 10k 60.74
Spdr Ser Tr Russell Yield (ONEY) 0.1 $616k 5.7k 108.66
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.1 $613k 9.7k 63.17
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $605k 7.5k 80.22
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.1 $605k 3.9k 155.74
Vanguard World Energy Etf (VDE) 0.1 $600k 4.6k 131.70
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $600k 11k 53.80
Global X Fds E Commerce Etf (EBIZ) 0.1 $597k 25k 23.88
Ishares Tr Russell 2000 Etf (IWM) 0.1 $590k 2.8k 210.27
Deere & Company (DE) 0.1 $580k 1.4k 410.74
Qualcomm (QCOM) 0.1 $580k 3.4k 169.31
Clorox Company (CLX) 0.1 $574k 3.7k 153.11
Amgen (AMGN) 0.1 $571k 2.0k 284.40
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $564k 3.1k 183.87
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $559k 11k 50.17
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $556k 3.0k 186.84
Accenture Plc Ireland Shs Class A (ACN) 0.1 $555k 1.6k 346.67
Novo-nordisk A S Adr (NVO) 0.1 $542k 4.2k 128.40
First Tr High Yield Opprt 20 (FTHY) 0.1 $539k 37k 14.54
Raytheon Technologies Corp (RTX) 0.1 $536k 5.5k 97.54
Eaton Corp SHS (ETN) 0.1 $533k 1.7k 312.63
General Dynamics Corporation (GD) 0.1 $525k 1.9k 282.49
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $523k 4.3k 120.99
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $515k 2.3k 225.07
Paypal Holdings (PYPL) 0.1 $514k 7.7k 66.99
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $506k 37k 13.87
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $506k 6.6k 76.66
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $506k 1.9k 259.89
Rh (RH) 0.1 $504k 1.4k 348.26
Colgate-Palmolive Company (CL) 0.1 $502k 5.6k 90.05
Wisdomtree Tr Yield Enhanced (SHAG) 0.1 $501k 11k 47.09
First Tr Exchange-traded Buywrit Incm Etf (FTHI) 0.1 $499k 22k 22.47
Hershey Company (HSY) 0.1 $498k 2.6k 194.50
Visa Com Cl A (V) 0.1 $497k 1.8k 278.92
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG) 0.1 $496k 15k 32.96
Constellation Energy (CEG) 0.1 $486k 2.6k 184.85
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $481k 5.3k 91.25
Caterpillar (CAT) 0.1 $477k 1.3k 366.43
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) 0.1 $474k 14k 33.87
Nike CL B (NKE) 0.1 $471k 5.0k 93.98
First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $465k 4.2k 109.59
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $463k 5.6k 82.97
Vanguard Index Fds Small Cp Etf (VB) 0.1 $458k 2.0k 228.53
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $456k 2.5k 179.15
Enterprise Products Partners (EPD) 0.1 $454k 16k 29.18
Ark Etf Tr Fintech Innova (ARKF) 0.1 $446k 15k 30.33
Thermo Fisher Scientific (TMO) 0.1 $445k 764.00 581.86
Indexiq Etf Tr Ftse Internl Eqt (HFXI) 0.1 $439k 16k 26.83
Lam Research Corporation (LRCX) 0.1 $432k 445.00 971.57
Abbvie (ABBV) 0.1 $424k 2.3k 182.13
Ishares Tr International Sl (ISCF) 0.1 $423k 13k 32.98
Ark Etf Tr Innovation Etf (ARKK) 0.1 $422k 8.4k 50.08
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $422k 4.7k 89.66
Spdr Ser Tr Bloomberg Intl (IBND) 0.1 $421k 15k 29.11
Wisdomtree Tr Us Hgh Yld Corp (QHY) 0.1 $419k 9.2k 45.31
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $414k 5.4k 76.00
Honeywell International (HON) 0.1 $412k 2.0k 205.30
Global Payments (GPN) 0.1 $406k 3.0k 133.66
Citigroup Com New (C) 0.1 $405k 6.4k 63.24
Domino's Pizza (DPZ) 0.1 $403k 812.00 496.60
Clearway Energy CL C (CWEN) 0.1 $402k 18k 23.05
Consolidated Edison (ED) 0.1 $400k 4.4k 90.81
Walt Disney Company (DIS) 0.1 $399k 3.3k 122.36
TJX Companies (TJX) 0.1 $398k 3.9k 101.42
Simplify Exchange Traded Fun Health Care Etf (PINK) 0.1 $396k 13k 30.92
Uber Technologies (UBER) 0.1 $395k 5.1k 76.99
Ishares Silver Tr Ishares (SLV) 0.1 $394k 17k 22.75
Chipotle Mexican Grill (CMG) 0.1 $387k 133.00 2906.77
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $379k 5.2k 72.65
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.1 $379k 4.5k 83.30
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.1 $376k 6.9k 54.71
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $371k 6.1k 60.42
Investment Managers Ser Tr I Axs Tsla Bear Dl (TSLQ) 0.1 $369k 9.6k 38.33
Mastercard Incorporated Cl A (MA) 0.1 $368k 765.00 481.57
Kimberly-Clark Corporation (KMB) 0.1 $367k 2.8k 129.36
Fs Kkr Capital Corp (FSK) 0.1 $367k 19k 19.07
AmerisourceBergen (COR) 0.1 $366k 1.5k 242.99
Oracle Corporation (ORCL) 0.1 $362k 2.9k 125.61
Enovix Corp (ENVX) 0.1 $355k 44k 8.01
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $353k 14k 25.28
Compass Diversified Sh Ben Int (CODI) 0.1 $351k 15k 24.07
Select Sector Spdr Tr Technology (XLK) 0.1 $350k 1.7k 208.32
Spdr Gold Tr Gold Shs (GLD) 0.1 $346k 1.7k 205.72
Invesco Exch Traded Fd Tr Ii Fndmntl Ig Crp (PFIG) 0.1 $341k 15k 23.45
Adobe Systems Incorporated (ADBE) 0.1 $340k 674.00 504.60
Univest Corp. of PA (UVSP) 0.1 $338k 16k 20.82
Ishares Tr Msci Eafe Etf (EFA) 0.1 $337k 4.2k 79.86
Ishares Tr Us Aer Def Etf (ITA) 0.1 $337k 2.6k 131.90
Occidental Petroleum Corporation (OXY) 0.1 $336k 5.2k 64.99
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $332k 7.2k 46.21
Super Micro Computer (SMCI) 0.1 $328k 325.00 1010.03
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $324k 3.8k 85.65
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $323k 8.9k 36.19
Chevron Corporation (CVX) 0.1 $320k 2.0k 157.75
Ishares Tr National Mun Etf (MUB) 0.1 $319k 3.0k 107.60
Vanguard World Health Car Etf (VHT) 0.1 $315k 1.2k 270.32
Waste Management (WM) 0.1 $305k 1.4k 213.16
Marvell Technology (MRVL) 0.1 $304k 4.3k 70.88
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $301k 2.5k 118.28
Exchange Traded Concepts Tru Robo Glb Etf (ROBO) 0.1 $297k 5.1k 58.64
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $295k 3.4k 86.48
Exelon Corporation (EXC) 0.1 $295k 7.8k 37.57
New York Community Ban 0.1 $294k 91k 3.22
Abbott Laboratories (ABT) 0.1 $293k 2.6k 113.65
Crowdstrike Hldgs Cl A (CRWD) 0.1 $292k 911.00 320.59
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.1 $292k 5.9k 49.89
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $290k 6.9k 41.77
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $290k 4.3k 67.33
Invesco Db Commdy Indx Trck Unit (DBC) 0.1 $286k 12k 22.97
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) 0.1 $284k 7.2k 39.73
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $276k 3.8k 72.19
Ishares Jp Morgan Em Etf (LEMB) 0.1 $273k 7.6k 36.07
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.1 $271k 1.7k 154.93
Overstock (BYON) 0.1 $270k 7.5k 35.91
Ecolab (ECL) 0.1 $270k 1.2k 230.90
Kraneshares Trust Csi Chi Internet (KWEB) 0.1 $270k 10k 26.25
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) 0.1 $270k 8.2k 32.97
Ishares Tr Core Msci Eafe (IEFA) 0.1 $268k 3.6k 74.22
Cigna Corp (CI) 0.0 $261k 717.00 363.30
Direxion Shs Etf Tr Dly Gold Indx 2x (NUGT) 0.0 $260k 7.6k 34.35
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.0 $258k 6.2k 41.59
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.0 $257k 5.4k 47.72
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.0 $257k 5.3k 48.51
Canadian Pacific Kansas City (CP) 0.0 $255k 2.9k 88.17
Ishares Tr Select Divid Etf (DVY) 0.0 $253k 2.1k 123.12
Goldman Sachs (GS) 0.0 $253k 606.00 417.69
Moog Cl A (MOG.A) 0.0 $252k 1.6k 159.61
Starbucks Corporation (SBUX) 0.0 $248k 2.7k 91.40
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $248k 1.2k 205.09
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $248k 3.0k 83.59
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.0 $241k 6.2k 38.89
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) 0.0 $241k 9.9k 24.39
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $240k 2.4k 100.71
Ishares Em Mkt Sm-cp Etf (EEMS) 0.0 $240k 4.1k 58.85
Wisdomtree Tr Artificial Intel (WTAI) 0.0 $237k 11k 20.77
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $236k 2.1k 114.14
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $233k 4.6k 51.06
Cardinal Health (CAH) 0.0 $233k 2.1k 111.90
Southern Company (SO) 0.0 $232k 3.2k 71.74
Proshares Tr S&p Mdcp 400 Div (REGL) 0.0 $232k 3.0k 78.56
Bristol Myers Squibb (BMY) 0.0 $232k 4.3k 54.23
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.0 $225k 2.3k 99.25
Coca-Cola Company (KO) 0.0 $222k 3.6k 61.17
Cisco Systems (CSCO) 0.0 $222k 4.4k 49.91
Boeing Company (BA) 0.0 $220k 1.1k 192.99
Micron Technology (MU) 0.0 $212k 1.8k 117.89
Pacer Fds Tr Amercn Enrgy Ind (USAI) 0.0 $212k 6.7k 31.72
Philip Morris International (PM) 0.0 $209k 2.3k 91.62
Ishares Msci Emrg Chn (EMXC) 0.0 $209k 3.6k 57.57
Prologis (PLD) 0.0 $205k 1.6k 130.22
Palantir Technologies Cl A (PLTR) 0.0 $204k 8.8k 23.01
Wisdomtree Tr Us Midcap Fund (EZM) 0.0 $202k 3.3k 61.02
Constellation Brands Cl A (STZ) 0.0 $202k 744.00 271.76
Ishares Tr Tips Bd Etf (TIP) 0.0 $202k 1.9k 107.41
American Electric Power Company (AEP) 0.0 $201k 2.3k 86.10
Pioneer Pwr Solutions Com New (PPSI) 0.0 $190k 33k 5.71
Global X Fds Genomic Biotech (GNOM) 0.0 $152k 13k 11.38
Agnc Invt Corp Com reit (AGNC) 0.0 $144k 15k 9.90
Purecycle Technologies (PCT) 0.0 $131k 21k 6.22
Graniteshares Etf Tr Hips Us High Inc (HIPS) 0.0 $129k 10k 12.86
Gabelli Equity Trust (GAB) 0.0 $121k 22k 5.52
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $94k 12k 8.16
Eaton Vance Risk Managed Diversified (ETJ) 0.0 $85k 10k 8.35
Realreal (REAL) 0.0 $78k 20k 3.91
Indie Semiconductor Class A Com (INDI) 0.0 $76k 11k 7.08
Plby Group Ord (PLBY) 0.0 $40k 38k 1.05
Bigbear Ai Hldgs (BBAI) 0.0 $31k 15k 2.05
Agenus Com New 0.0 $11k 18k 0.58