Institute For Wealth Management

Institute for Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Institute for Wealth Management

Institute for Wealth Management holds 538 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
NVIDIA Corporation (NVDA) 14.9 $141M 754k 186.50
Apple (AAPL) 3.5 $33M 123k 271.86
Microsoft Corporation (MSFT) 2.4 $23M 48k 483.62
Amazon (AMZN) 2.1 $20M 84k 230.82
Alphabet Cap Stk Cl A Put Option (GOOGL) 1.8 $17M 56k 313.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $16M 27k 614.32
Meta Platforms Cl A (META) 1.4 $13M 20k 660.10
Lam Research Corp Com New (LRCX) 1.3 $12M 73k 171.18
Tesla Motors (TSLA) 1.2 $12M 26k 449.73
Axon Enterprise (AXON) 1.2 $12M 20k 567.93
Goldman Sachs (GS) 0.9 $8.6M 9.8k 879.02
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.8 $7.9M 34k 235.99
Broadcom (AVGO) 0.8 $7.9M 23k 346.11
Costco Wholesale Corporation (COST) 0.8 $7.8M 9.1k 862.36
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $7.5M 230k 32.62
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.7 $7.0M 44k 159.93
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $6.8M 9.9k 681.95
United Rentals (URI) 0.7 $6.6M 8.2k 809.27
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.7 $6.5M 47k 138.46
Vaneck Etf Trust Semiconductr Etf (SMH) 0.7 $6.4M 18k 360.13
Select Sector Spdr Tr State Street Ind (XLI) 0.7 $6.4M 41k 155.12
Starbucks Corporation (SBUX) 0.7 $6.3M 75k 84.21
Eli Lilly & Co. (LLY) 0.7 $6.2M 5.7k 1074.59
Select Sector Spdr Tr State Street Tec (XLK) 0.7 $6.1M 43k 143.97
Advanced Micro Devices (AMD) 0.7 $6.1M 29k 214.16
Vanguard Index Fds Growth Etf (VUG) 0.6 $6.0M 12k 487.84
Adobe Systems Incorporated (ADBE) 0.6 $5.9M 17k 349.99
Select Sector Spdr Tr State Street Fin (XLF) 0.6 $5.9M 108k 54.77
Mastercard Incorporated Cl A (MA) 0.6 $5.4M 9.5k 570.89
Walt Disney Company (DIS) 0.5 $5.1M 45k 113.77
Texas Instruments Incorporated (TXN) 0.5 $5.1M 30k 173.49
JPMorgan Chase & Co. (JPM) 0.5 $5.1M 16k 322.22
Alphabet Cap Stk Cl C (GOOG) 0.5 $5.0M 16k 313.79
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.5 $5.0M 43k 116.41
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $5.0M 17k 302.11
Applied Materials (AMAT) 0.5 $5.0M 19k 256.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $4.9M 9.8k 502.67
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $4.9M 23k 211.79
Calamos Etf Tr Autocallable Inc (CAIE) 0.5 $4.7M 177k 26.74
Visa Com Cl A (V) 0.5 $4.6M 13k 350.72
Boeing Company (BA) 0.5 $4.5M 21k 217.12
Fortinet (FTNT) 0.5 $4.3M 55k 79.41
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $4.3M 73k 58.73
Bank of America Corporation (BAC) 0.5 $4.3M 78k 55.00
Abbvie (ABBV) 0.5 $4.2M 19k 228.48
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $4.2M 24k 177.37
Netflix (NFLX) 0.4 $3.9M 41k 93.76
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.4 $3.8M 30k 127.11
Amgen (AMGN) 0.4 $3.8M 12k 327.32
Viking Therapeutics (VKTX) 0.4 $3.8M 108k 35.18
Ge Aerospace Com New (GE) 0.4 $3.7M 12k 308.04
Hartford Financial Services (HIG) 0.4 $3.6M 26k 137.80
Ishares Tr Russell 3000 Etf (IWV) 0.4 $3.6M 9.4k 386.85
American Express Company (AXP) 0.4 $3.6M 9.6k 369.93
Netease Sponsored Ads (NTES) 0.4 $3.5M 25k 137.62
General Motors Company (GM) 0.4 $3.4M 41k 81.32
Vanguard World Inf Tech Etf (VGT) 0.4 $3.3M 4.4k 753.82
Oracle Corporation Put Option (ORCL) 0.3 $3.3M 17k 194.91
Ishares Tr Russell 2000 Etf (IWM) 0.3 $3.2M 13k 246.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $3.2M 60k 53.76
FedEx Corporation (FDX) 0.3 $3.2M 11k 288.85
Ishares Tr Micro-cap Etf (IWC) 0.3 $3.2M 20k 157.70
Ishares Tr Trust Ishare 0-1 (SHV) 0.3 $3.1M 28k 110.15
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $3.0M 4.00 754800.00
Ishares Tr Europe Etf (IEV) 0.3 $3.0M 44k 68.60
Morgan Stanley Com New (MS) 0.3 $3.0M 17k 177.53
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.3 $3.0M 50k 59.28
Kla Corp Com New (KLAC) 0.3 $2.9M 2.4k 1215.08
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.3 $2.8M 60k 46.92
Invesco Exchange Traded Fd T Bloomberg Mvp Mu (BMVP) 0.3 $2.8M 58k 48.84
AmerisourceBergen (COR) 0.3 $2.8M 8.2k 337.75
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $2.8M 50k 54.71
Deere & Company (DE) 0.3 $2.7M 5.9k 465.57
Blackstone Group Inc Com Cl A (BX) 0.3 $2.6M 17k 154.14
Caterpillar (CAT) 0.3 $2.6M 4.5k 572.89
Raytheon Technologies Corp (RTX) 0.3 $2.6M 14k 183.40
salesforce (CRM) 0.3 $2.6M 9.6k 264.92
CSX Corporation (CSX) 0.3 $2.5M 69k 36.25
Palo Alto Networks (PANW) 0.3 $2.5M 14k 184.20
Select Sector Spdr Tr State Street Ene (XLE) 0.3 $2.5M 55k 44.71
Cme (CME) 0.3 $2.4M 8.7k 273.08
Eaton Corp SHS (ETN) 0.2 $2.3M 7.3k 318.52
Lowe's Companies (LOW) 0.2 $2.3M 9.4k 241.16
Global X Fds Russell 2000 (RYLD) 0.2 $2.2M 145k 15.30
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $2.2M 31k 71.45
Vanguard World Health Car Etf (VHT) 0.2 $2.2M 7.6k 287.87
Wal-Mart Stores (WMT) 0.2 $2.2M 20k 111.41
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $2.2M 38k 58.12
Dell Technologies CL C (DELL) 0.2 $2.2M 17k 125.88
Global X Fds Nasdaq 100 Cover (QYLD) 0.2 $2.2M 122k 17.67
Johnson & Johnson (JNJ) 0.2 $2.1M 10k 206.95
Qualcomm (QCOM) 0.2 $2.1M 13k 171.06
Paypal Holdings (PYPL) 0.2 $2.1M 37k 58.38
Servicenow (NOW) 0.2 $2.1M 14k 153.19
AutoNation (AN) 0.2 $2.1M 10k 206.48
Blackstone Secd Lending Common Stock (BXSL) 0.2 $2.1M 79k 26.33
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.2 $2.1M 40k 51.50
Booking Holdings (BKNG) 0.2 $2.1M 383.00 5355.33
Hyatt Hotels Corp Com Cl A (H) 0.2 $2.0M 13k 160.32
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $2.0M 32k 62.47
Citigroup Com New (C) 0.2 $2.0M 17k 116.69
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $2.0M 22k 92.30
Waste Management (WM) 0.2 $2.0M 9.1k 219.71
Spdr Series Trust State Street Spd (XHB) 0.2 $2.0M 19k 102.96
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $2.0M 9.9k 198.62
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $2.0M 7.0k 279.14
Marathon Petroleum Corp (MPC) 0.2 $1.9M 12k 162.63
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $1.9M 25k 75.05
Vanguard Index Fds Value Etf (VTV) 0.2 $1.9M 9.9k 191.00
Canadian Pacific Kansas City (CP) 0.2 $1.9M 26k 73.63
Ares Management Corporation Cl A Com Stk (ARES) 0.2 $1.9M 12k 161.62
Marvell Technology (MRVL) 0.2 $1.9M 22k 84.98
Howmet Aerospace (HWM) 0.2 $1.8M 9.0k 205.01
Cloudflare Cl A Com (NET) 0.2 $1.8M 9.3k 197.15
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $1.8M 29k 62.15
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.8M 2.7k 684.88
Chevron Corporation (CVX) 0.2 $1.8M 12k 152.41
St. Joe Company (JOE) 0.2 $1.7M 30k 59.37
Ge Vernova (GEV) 0.2 $1.7M 2.6k 653.51
Global X Fds S&p 500 Covered (XYLD) 0.2 $1.7M 42k 40.63
Invesco Exchange Traded Fd T Biotechnology (PBE) 0.2 $1.7M 20k 82.15
Vanguard World Comm Srvc Etf (VOX) 0.2 $1.7M 8.6k 193.63
Home Depot (HD) 0.2 $1.7M 4.8k 344.11
Vanguard World Financials Etf (VFH) 0.2 $1.7M 12k 133.49
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $1.6M 13k 121.75
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.6M 4.8k 335.30
Tidal Trust I Fundstrat Granny (GRNY) 0.2 $1.6M 64k 24.76
Invesco Exchange Traded Fd T S&p Spin Off (CSD) 0.2 $1.6M 16k 99.73
Micron Technology (MU) 0.2 $1.6M 5.5k 285.42
Virtus Etf Tr Ii Virtus Us Qlty (JOET) 0.2 $1.5M 37k 42.00
Vanguard World Consum Dis Etf (VCR) 0.2 $1.5M 3.8k 393.94
eBay (EBAY) 0.2 $1.5M 17k 87.10
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $1.5M 9.3k 160.97
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.5M 12k 123.26
Travelers Companies (TRV) 0.2 $1.5M 5.1k 290.04
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.2 $1.5M 21k 72.01
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.5M 3.7k 396.26
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $1.5M 3.2k 453.42
Pulte (PHM) 0.2 $1.5M 12k 117.26
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $1.4M 25k 57.24
Marriott Intl Cl A (MAR) 0.2 $1.4M 4.7k 310.23
Ishares Msci Japan Etf (EWJ) 0.2 $1.4M 18k 80.74
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.4M 16k 88.49
Spdr Series Trust State Street Spd (XNTK) 0.2 $1.4M 5.1k 277.88
Vaneck Etf Trust Biotech Etf (BBH) 0.1 $1.4M 7.5k 189.26
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.4M 6.3k 219.77
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $1.4M 9.3k 148.69
Intuitive Surgical Com New (ISRG) 0.1 $1.4M 2.4k 566.36
Cisco Systems (CSCO) 0.1 $1.4M 18k 77.03
Nike CL B (NKE) 0.1 $1.4M 21k 63.71
Fair Isaac Corporation (FICO) 0.1 $1.3M 798.00 1690.29
First Tr Exchange-traded SHS (FVD) 0.1 $1.3M 29k 46.08
Cheniere Energy Com New (LNG) 0.1 $1.3M 6.9k 194.38
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.3M 11k 120.18
EOG Resources (EOG) 0.1 $1.3M 13k 105.01
American Intl Group Com New (AIG) 0.1 $1.3M 16k 85.55
Ishares Tr Core 60/40 Balan (AOR) 0.1 $1.3M 20k 65.01
Kkr & Co (KKR) 0.1 $1.3M 10k 127.48
Select Sector Spdr Tr State Street Com (XLC) 0.1 $1.3M 11k 117.72
Invesco Exchange Traded Fd T Pharmaceuticals (PJP) 0.1 $1.3M 12k 104.54
Block Cl A (XYZ) 0.1 $1.3M 20k 65.09
Vanguard World Mega Grwth Ind (MGK) 0.1 $1.3M 3.1k 412.82
Select Sector Spdr Tr State Street Con (XLY) 0.1 $1.2M 10k 119.41
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $1.2M 18k 69.67
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $1.2M 8.5k 143.33
Lockheed Martin Corporation (LMT) 0.1 $1.2M 2.5k 483.74
Spdr Series Trust State Street Spd (XBI) 0.1 $1.2M 9.8k 121.93
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.1 $1.2M 8.2k 144.17
Cummins (CMI) 0.1 $1.2M 2.3k 510.45
S&p Global (SPGI) 0.1 $1.2M 2.3k 522.61
Union Pacific Corporation (UNP) 0.1 $1.2M 5.0k 231.34
Sherwin-Williams Company (SHW) 0.1 $1.1M 3.5k 324.02
Hca Holdings (HCA) 0.1 $1.1M 2.4k 466.86
Moody's Corporation (MCO) 0.1 $1.1M 2.2k 510.86
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $1.1M 7.7k 146.57
Bristol Myers Squibb (BMY) 0.1 $1.1M 21k 53.94
Charles Schwab Corporation (SCHW) 0.1 $1.1M 11k 99.91
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $1.1M 13k 83.61
Kenvue (KVUE) 0.1 $1.1M 63k 17.25
Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.1 $1.1M 49k 22.00
UnitedHealth (UNH) 0.1 $1.1M 3.3k 330.08
TJX Companies (TJX) 0.1 $1.1M 7.0k 153.60
At&t (T) 0.1 $1.1M 43k 24.84
CoStar (CSGP) 0.1 $1.1M 16k 67.24
International Business Machines (IBM) 0.1 $1.1M 3.5k 296.21
Cigna Corp (CI) 0.1 $1.1M 3.8k 275.23
Spdr Series Trust State Street Spd (KRE) 0.1 $1.0M 16k 64.81
Procter & Gamble Company (PG) 0.1 $1.0M 7.2k 143.32
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.1 $1.0M 22k 45.89
Merck & Co (MRK) 0.1 $1.0M 9.6k 105.26
Msci (MSCI) 0.1 $991k 1.7k 573.78
Anthem (ELV) 0.1 $990k 2.8k 350.55
McKesson Corporation (MCK) 0.1 $989k 1.2k 820.56
ConocoPhillips (COP) 0.1 $981k 11k 93.61
Wisdomtree Tr Us Total Dividnd (DTD) 0.1 $974k 12k 84.88
Healthequity (HQY) 0.1 $973k 11k 91.61
Roblox Corp Cl A (RBLX) 0.1 $972k 12k 81.03
Prudential Financial (PRU) 0.1 $965k 8.5k 112.88
Abbott Laboratories (ABT) 0.1 $960k 7.7k 125.28
Ishares Tr U.s. Pharma Etf (IHE) 0.1 $956k 11k 84.83
McDonald's Corporation (MCD) 0.1 $956k 3.1k 305.67
Madison Square Grdn Sprt Cor Cl A (MSGS) 0.1 $955k 3.7k 258.65
Vail Resorts (MTN) 0.1 $952k 7.2k 132.79
Lennar Corp Cl A (LEN) 0.1 $949k 9.2k 102.80
Phillips 66 (PSX) 0.1 $934k 7.2k 129.04
Amphenol Corp Cl A (APH) 0.1 $934k 6.9k 135.14
Elanco Animal Health (ELAN) 0.1 $928k 41k 22.63
Gilead Sciences (GILD) 0.1 $918k 7.5k 122.75
Vanguard World Energy Etf (VDE) 0.1 $917k 7.3k 125.92
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.1 $914k 14k 66.52
Honeywell International (HON) 0.1 $911k 4.7k 195.07
F5 Networks (FFIV) 0.1 $908k 3.6k 255.26
Snowflake Com Shs (SNOW) 0.1 $906k 4.1k 219.36
Palantir Technologies Cl A (PLTR) 0.1 $900k 5.1k 177.73
Wynn Resorts (WYNN) 0.1 $899k 7.5k 120.34
Quanta Services (PWR) 0.1 $898k 2.1k 422.06
Comcast Corp Cl A (CMCSA) 0.1 $894k 30k 29.89
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $858k 1.4k 627.26
Corning Incorporated (GLW) 0.1 $854k 9.7k 87.56
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $845k 9.2k 91.40
Central Securities (CET) 0.1 $835k 17k 50.71
Wisdomtree Tr Us Midcap Fund (EZM) 0.1 $834k 13k 66.80
Intuit (INTU) 0.1 $833k 1.3k 662.36
Verizon Communications (VZ) 0.1 $831k 20k 40.73
MetLife (MET) 0.1 $819k 10k 78.94
Occidental Petroleum Corporation (OXY) 0.1 $807k 20k 41.12
Red Rock Resorts Cl A (RRR) 0.1 $804k 13k 61.95
Vanguard World Utilities Etf (VPU) 0.1 $802k 4.3k 185.05
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.1 $798k 6.9k 114.98
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $778k 3.1k 250.28
Asml Holding N V N Y Registry Shs (ASML) 0.1 $775k 724.00 1069.86
Howard Hughes Holdings (HHH) 0.1 $769k 9.6k 79.77
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $766k 28k 27.43
Crowdstrike Hldgs Cl A (CRWD) 0.1 $765k 1.6k 468.76
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $758k 4.9k 154.80
Cintas Corporation (CTAS) 0.1 $755k 4.0k 188.07
Etf Opportunities Trust Rex Fang & Innov (FEPI) 0.1 $753k 17k 45.55
Vanguard World Materials Etf (VAW) 0.1 $751k 3.6k 207.56
Ishares Tr Us Trsprtion (IYT) 0.1 $748k 10k 74.51
Valero Energy Corporation (VLO) 0.1 $738k 4.5k 162.79
Blackstone Mtg Tr Com Cl A (BXMT) 0.1 $733k 38k 19.13
Wisdomtree Tr True Developed I (DOL) 0.1 $731k 11k 65.85
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $726k 12k 59.54
Exxon Mobil Corporation (XOM) 0.1 $726k 6.0k 120.34
Coca-Cola Company (KO) 0.1 $720k 10k 69.91
Wells Fargo & Company (WFC) 0.1 $718k 7.7k 93.20
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $716k 18k 39.59
Capital One Financial (COF) 0.1 $715k 2.9k 242.36
Danaher Corporation (DHR) 0.1 $713k 3.1k 228.93
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $710k 6.2k 113.92
Realogy Hldgs 0.1 $708k 50k 14.16
Vanguard World Industrial Etf (VIS) 0.1 $703k 2.4k 298.38
Draftkings Com Cl A (DKNG) 0.1 $697k 20k 34.46
Etf Ser Solutions Us Glb Jets (JETS) 0.1 $687k 25k 28.07
Southwest Airlines (LUV) 0.1 $671k 16k 41.33
Ishares Tr Core Msci Eafe (IEFA) 0.1 $654k 7.3k 89.46
Cimpress Shs Euro (CMPR) 0.1 $646k 9.7k 66.59
SLB Com Stk (SLB) 0.1 $638k 17k 38.38
Novo-nordisk A S Adr (NVO) 0.1 $628k 12k 50.88
Ellsworth Fund (ECF) 0.1 $626k 54k 11.63
Trane Technologies SHS (TT) 0.1 $621k 1.6k 389.26
MercadoLibre (MELI) 0.1 $618k 307.00 2014.26
Proshares Tr Pshs Ultra Qqq (QLD) 0.1 $618k 8.8k 70.41
Calamos Conv Opportunities & Sh Ben Int (CHI) 0.1 $615k 59k 10.48
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $608k 1.0k 604.77
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $608k 8.6k 70.86
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $606k 3.2k 191.54
Rithm Capital Corp Com New (RITM) 0.1 $605k 56k 10.90
Emerson Electric (EMR) 0.1 $603k 4.5k 132.73
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) 0.1 $602k 9.4k 64.16
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $597k 6.6k 90.40
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.1 $594k 62k 9.65
Apollo Global Mgmt (APO) 0.1 $585k 4.0k 144.76
Pepsi (PEP) 0.1 $585k 4.1k 143.50
Affirm Hldgs Com Cl A (AFRM) 0.1 $581k 7.8k 74.43
Ford Motor Company (F) 0.1 $578k 44k 13.12
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) 0.1 $576k 9.1k 63.50
Key (KEY) 0.1 $575k 28k 20.64
Datadog Cl A Com (DDOG) 0.1 $573k 4.2k 135.99
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $570k 1.2k 480.70
Us Bancorp Del Com New (USB) 0.1 $569k 11k 53.36
Johnson Ctls Intl SHS (JCI) 0.1 $567k 4.7k 119.75
Thermo Fisher Scientific (TMO) 0.1 $567k 979.00 579.45
Dominion Resources (D) 0.1 $567k 9.7k 58.59
Corteva (CTVA) 0.1 $566k 8.5k 67.03
Coupang Cl A (CPNG) 0.1 $560k 24k 23.59
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $560k 13k 44.50
Gartner (IT) 0.1 $558k 2.2k 252.28
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $556k 7.5k 74.07
Liberty All Star Equity Sh Ben Int (USA) 0.1 $556k 89k 6.28
Diamondback Energy (FANG) 0.1 $552k 3.7k 150.31
Select Sector Spdr Tr State Street Uti (XLU) 0.1 $548k 13k 42.69
Vanguard World Extended Dur (EDV) 0.1 $548k 8.4k 65.01
Pfizer (PFE) 0.1 $548k 22k 24.90
Allstate Corporation (ALL) 0.1 $544k 2.6k 208.15
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.1 $543k 4.8k 113.86
Royal Caribbean Cruises (RCL) 0.1 $540k 1.9k 278.92
Lululemon Athletica (LULU) 0.1 $539k 2.6k 207.81
Autodesk (ADSK) 0.1 $539k 1.8k 296.04
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $537k 1.9k 275.44
Altria (MO) 0.1 $537k 9.3k 57.66
Intercontinental Exchange (ICE) 0.1 $536k 3.3k 161.98
Airbnb Com Cl A (ABNB) 0.1 $536k 3.9k 135.72
Gabelli Dividend & Income Trust (GDV) 0.1 $531k 19k 27.77
Ciena Corp Com New (CIEN) 0.1 $529k 2.3k 233.87
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.1 $528k 9.2k 57.14
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $528k 11k 49.90
Ishares Tr Ishares Biotech (IBB) 0.1 $522k 3.1k 168.76
United Parcel Service CL B (UPS) 0.1 $521k 5.3k 99.19
Nov (NOV) 0.1 $513k 33k 15.63
American Electric Power Company (AEP) 0.1 $511k 4.4k 115.31
Absci Corp (ABSI) 0.1 $509k 146k 3.49
Select Sector Spdr Tr State Street Mat (XLB) 0.1 $508k 11k 45.35
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $504k 5.1k 99.52
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $503k 10k 48.32
Novartis Sponsored Adr (NVS) 0.1 $501k 3.6k 137.87
Triple Flag Precious Metals (TFPM) 0.1 $500k 15k 33.22
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.1 $499k 25k 20.39
Hilton Worldwide Holdings (HLT) 0.1 $498k 1.7k 287.25
Dillards Cl A (DDS) 0.1 $497k 819.00 606.27
Intel Corporation (INTC) 0.1 $495k 13k 36.90
U Haul Holding Company Com Ser N (UHAL.B) 0.1 $489k 11k 46.74
PNC Financial Services (PNC) 0.1 $479k 2.3k 208.69
Alaska Air (ALK) 0.1 $479k 9.5k 50.30
Regeneron Pharmaceuticals (REGN) 0.1 $476k 616.00 771.87
Astrazeneca Sponsored Adr 0.1 $475k 5.2k 91.92
Construction Partners Com Cl A (ROAD) 0.1 $472k 4.4k 108.55
Delta Air Lines Inc Del Com New (DAL) 0.0 $465k 6.7k 69.40
Regal-beloit Corporation (RRX) 0.0 $464k 3.3k 140.32
Nortonlifelock (GEN) 0.0 $464k 17k 27.19
Western Digital (WDC) 0.0 $461k 2.7k 172.24
Nucor Corporation (NUE) 0.0 $460k 2.8k 163.11
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $452k 4.8k 94.15
Expedia Group Com New (EXPE) 0.0 $450k 1.6k 283.31
WESCO International (WCC) 0.0 $449k 1.8k 244.64
Suncor Energy (SU) 0.0 $445k 10k 44.36
3M Company (MMM) 0.0 $444k 2.8k 160.12
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $443k 4.4k 100.37
Electronic Arts (EA) 0.0 $440k 2.2k 204.33
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $438k 8.5k 51.60
Masco Corporation (MAS) 0.0 $437k 6.9k 63.46
Nuveen Dow 30 Dynmc Overwrt SHS (DIAX) 0.0 $430k 28k 15.26
Ishares Core Msci Emkt (IEMG) 0.0 $427k 6.4k 67.22
Linde SHS (LIN) 0.0 $427k 1.0k 426.39
Edwards Lifesciences (EW) 0.0 $427k 5.0k 85.25
Amplify Etf Tr Cwp Intl Enhance (IDVO) 0.0 $424k 11k 38.35
Autoliv (ALV) 0.0 $422k 3.6k 118.69
First Tr Exchange-traded Nasdaq-100 Sel (QQEW) 0.0 $421k 3.0k 142.13
Canadian Natural Resources (CNQ) 0.0 $421k 12k 33.85
Genuine Parts Company (GPC) 0.0 $418k 3.4k 122.96
Graniteshares Gold Tr Shs Ben Int (BAR) 0.0 $415k 9.8k 42.49
Aar (AIR) 0.0 $414k 5.0k 82.79
Philip Morris International (PM) 0.0 $413k 2.6k 160.40
Ishares Tr TRS FLT RT BD (TFLO) 0.0 $413k 8.2k 50.46
Radian (RDN) 0.0 $412k 12k 35.99
Mattel (MAT) 0.0 $412k 21k 19.84
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $406k 1.9k 210.34
Truist Financial Corp equities (TFC) 0.0 $402k 8.2k 49.21
FactSet Research Systems (FDS) 0.0 $401k 1.4k 290.24
Spdr Series Trust State Street Spd (XRT) 0.0 $400k 4.7k 85.29
Cognizant Technology Solutio Cl A (CTSH) 0.0 $394k 4.8k 83.01
PG&E Corporation (PCG) 0.0 $393k 25k 16.07
Automatic Data Processing (ADP) 0.0 $388k 1.5k 257.23
Sphere Entertainment Cl A (SPHR) 0.0 $387k 4.1k 95.08
Brighthouse Finl (BHF) 0.0 $387k 6.0k 64.79
Goosehead Ins Com Cl A (GSHD) 0.0 $387k 5.3k 73.65
Essential Utils (WTRG) 0.0 $386k 10k 38.36
Williams Companies (WMB) 0.0 $385k 6.4k 60.11
Accenture Plc Ireland Shs Class A (ACN) 0.0 $385k 1.4k 268.32
Rocket Cos Com Cl A (RKT) 0.0 $383k 20k 19.36
Uber Technologies (UBER) 0.0 $383k 4.7k 81.71
Whirlpool Corporation (WHR) 0.0 $382k 5.3k 72.14
L3harris Technologies (LHX) 0.0 $379k 1.3k 293.65
Hancock John Finl Opptys Sh Ben Int New (BTO) 0.0 $378k 11k 35.08
Yum! Brands (YUM) 0.0 $377k 2.5k 151.28
Arch Cap Group Ord (ACGL) 0.0 $377k 3.9k 95.92
Onestream Cl A (OS) 0.0 $377k 21k 18.38
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $375k 15k 25.24
M/I Homes (MHO) 0.0 $375k 2.9k 127.95
Choice Hotels International (CHH) 0.0 $371k 3.9k 95.27
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $369k 612.00 603.59
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.0 $369k 7.8k 47.56
Blackrock (BLK) 0.0 $368k 344.00 1070.34
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $368k 8.0k 45.89
Ishares Tr Eafe Value Etf (EFV) 0.0 $367k 5.1k 71.41
Lpl Financial Holdings (LPLA) 0.0 $366k 1.0k 357.17
Dupont De Nemours (DD) 0.0 $366k 9.1k 40.20
Advanced Drain Sys Inc Del (WMS) 0.0 $365k 2.5k 144.83
Lamb Weston Hldgs (LW) 0.0 $365k 8.7k 41.89
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $365k 4.8k 75.85
Virtus Allianzgi Equity & Conv (NIE) 0.0 $365k 15k 24.92
Ishares Msci Mexico Etf (EWW) 0.0 $361k 5.2k 69.33
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $354k 2.5k 143.53
D.R. Horton (DHI) 0.0 $352k 2.4k 144.03
RBC Bearings Incorporated (RBC) 0.0 $351k 783.00 448.43
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $349k 7.5k 46.59
Metropcs Communications (TMUS) 0.0 $348k 1.7k 203.04
Fiserv (FI) 0.0 $347k 5.2k 67.17
PIMCO Global StocksPLUS & Income Fund (PGP) 0.0 $345k 38k 9.13
Invesco Exchange Traded Fd T Semiconductors (PSI) 0.0 $344k 4.4k 78.86
Arista Networks Com Shs (ANET) 0.0 $340k 2.6k 131.01
Twilio Cl A (TWLO) 0.0 $338k 2.4k 142.24
Toll Brothers (TOL) 0.0 $338k 2.5k 135.22
Fidelity National Information Services (FIS) 0.0 $338k 5.1k 66.45
Skyworks Solutions (SWKS) 0.0 $336k 5.3k 63.41
The Trade Desk Com Cl A (TTD) 0.0 $336k 8.8k 37.96
Paramount Skydance Corp Com Cl B (PSKY) 0.0 $335k 25k 13.40
Southern Company (SO) 0.0 $335k 3.8k 87.19
Hdfc Bank Sponsored Ads (HDB) 0.0 $334k 9.1k 36.54
Adeia (ADEA) 0.0 $332k 19k 17.25
Warner Bros Discovery Com Ser A (WBD) 0.0 $331k 12k 28.82
Global X Fds Glbl X Mlp Etf (MLPA) 0.0 $329k 6.8k 48.41
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $328k 6.6k 49.65
First Tr Exchange Traded Tech Alphadex (FXL) 0.0 $328k 2.0k 168.28
Live Nation Entertainment (LYV) 0.0 $328k 2.3k 142.50
Oddity Tech Shs Cl A (ODD) 0.0 $326k 8.1k 40.18
New York Times Cl A (NYT) 0.0 $323k 4.7k 69.42
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.0 $323k 6.8k 47.74
Qnity Electronics Common Stock (Q) 0.0 $322k 3.9k 81.65
Borr Drilling SHS (BORR) 0.0 $322k 80k 4.03
PerkinElmer (RVTY) 0.0 $319k 3.3k 96.75
East West Ban (EWBC) 0.0 $319k 2.8k 112.39
Vanguard World Mega Cap Index (MGC) 0.0 $313k 1.2k 251.26
Te Connectivity Ord Shs (TEL) 0.0 $312k 1.4k 227.51
Monster Beverage Corp (MNST) 0.0 $310k 4.0k 76.68
Carrier Global Corporation (CARR) 0.0 $307k 5.8k 52.84
Boston Scientific Corporation (BSX) 0.0 $306k 3.2k 95.35
First Tr Exchange-traded A Com Shs (FTC) 0.0 $303k 1.9k 159.88
MGM Resorts International. (MGM) 0.0 $302k 8.3k 36.49
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $302k 934.00 323.01
Proshares Tr Pshs Ult S&p 500 (SSO) 0.0 $298k 5.1k 57.92
Ameriprise Financial (AMP) 0.0 $297k 605.00 490.34
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $295k 12k 23.69
Nxp Semiconductors N V (NXPI) 0.0 $294k 1.4k 217.06
Spdr Series Trust State Street Spd (SDY) 0.0 $294k 2.1k 139.16
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.0 $291k 15k 19.20
Doubleline Income Solutions (DSL) 0.0 $291k 26k 11.27
Brightsphere Investment Group (AAMI) 0.0 $290k 6.2k 47.00
Allegion Ord Shs (ALLE) 0.0 $289k 1.8k 159.25
Archrock (AROC) 0.0 $289k 11k 26.02
First Tr Exchange-traded SHS (FDL) 0.0 $289k 6.5k 44.34
Tidal Trust Iii Fundstrat Granny (GRNJ) 0.0 $287k 11k 25.55
Jd.com Spon Ads Cl A (JD) 0.0 $286k 10k 28.70
Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI) 0.0 $284k 13k 22.36
Oneok (OKE) 0.0 $284k 3.9k 73.50
Dollar General (DG) 0.0 $283k 2.1k 132.77
Global E Online SHS (GLBE) 0.0 $282k 7.2k 39.31
AutoZone (AZO) 0.0 $282k 83.00 3391.51
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $281k 2.9k 96.88
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $280k 2.9k 97.80
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $280k 3.5k 79.73
Vaneck Etf Trust Mortgage Reit (MORT) 0.0 $278k 27k 10.51
Guidewire Software (GWRE) 0.0 $278k 1.4k 201.01
BlackRock Enhanced Capital and Income (CII) 0.0 $277k 12k 23.37
IDEXX Laboratories (IDXX) 0.0 $276k 409.00 675.87
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $275k 4.6k 60.17
Ishares Tr Msci Eafe Etf (EFA) 0.0 $274k 2.9k 96.04
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.0 $273k 5.4k 50.25
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $272k 6.0k 45.05
Ishares Esg Awr Msci Em (ESGE) 0.0 $272k 6.2k 44.17
Crown Castle Intl (CCI) 0.0 $271k 3.1k 88.87
Bitwise Ethereum Etf SHS (ETHW) 0.0 $271k 13k 21.27
SEI Investments Company (SEIC) 0.0 $269k 3.3k 82.02
Ishares Tr Esg Msci Leadr (SUSL) 0.0 $267k 2.2k 121.27
Spdr Series Trust State Street Spd (KBE) 0.0 $266k 4.4k 60.69
New Jersey Resources Corporation (NJR) 0.0 $266k 5.8k 46.12
Madison Square Garden Entmt Com Cl A (MSGE) 0.0 $265k 4.9k 53.89
ExlService Holdings (EXLS) 0.0 $265k 6.2k 42.44
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.0 $262k 19k 14.14
Ishares Tr Glb Infrastr Etf (IGF) 0.0 $262k 4.3k 61.36
American Tower Reit (AMT) 0.0 $258k 1.5k 175.57
Aercap Holdings Nv SHS (AER) 0.0 $257k 1.8k 143.76
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $257k 2.7k 96.16
Spdr Series Trust State Street Spd (SPYX) 0.0 $255k 4.5k 56.19
Ishares Tr Us Aer Def Etf (ITA) 0.0 $254k 1.2k 214.62
Paccar (PCAR) 0.0 $254k 2.3k 109.51
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $254k 5.4k 47.02
SYSCO Corporation (SYY) 0.0 $253k 3.4k 73.70
Listed Fds Tr Roundhill Magnif (MAGS) 0.0 $252k 3.8k 65.95
Labcorp Holdings Com Shs (LH) 0.0 $252k 1.0k 250.92
Deutsche Bank A G Namen Akt (DB) 0.0 $252k 6.5k 38.56
Illinois Tool Works (ITW) 0.0 $252k 1.0k 246.30
Chipotle Mexican Grill (CMG) 0.0 $251k 6.8k 37.00
Qxo Com New (QXO) 0.0 $250k 13k 19.29
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.0 $250k 6.1k 40.74
Primerica (PRI) 0.0 $249k 962.00 258.34
Willis Towers Watson SHS (WTW) 0.0 $248k 755.00 328.68
MGE Energy (MGEE) 0.0 $248k 3.2k 78.42
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $248k 823.00 301.17
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.0 $247k 5.6k 44.05
Reddit Cl A (RDDT) 0.0 $246k 1.1k 229.87
General Mills (GIS) 0.0 $245k 5.3k 46.50
Wedbush Ser Tr Dan Ives Wedbush (IVES) 0.0 $244k 7.7k 31.61
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $244k 2.6k 92.51
Wisdomtree Tr Us Smallcap Fund (EES) 0.0 $244k 4.3k 56.93
Target Corporation (TGT) 0.0 $242k 2.5k 97.74
Qorvo (QRVO) 0.0 $241k 2.9k 84.51
ResMed (RMD) 0.0 $240k 995.00 240.99
Norfolk Southern (NSC) 0.0 $240k 830.00 288.72
Ecolab (ECL) 0.0 $237k 904.00 262.52
Lennox International (LII) 0.0 $237k 487.00 485.59
Charter Communications Inc N Cl A (CHTR) 0.0 $233k 1.1k 208.68
Bj's Wholesale Club Holdings (BJ) 0.0 $232k 2.6k 90.03
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $230k 1.7k 136.94
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.0 $227k 5.8k 39.10
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $227k 2.6k 88.08
Quad / Graphics Com Cl A (QUAD) 0.0 $227k 36k 6.27
Waste Connections (WCN) 0.0 $226k 1.3k 175.36
Dollar Tree (DLTR) 0.0 $225k 1.8k 123.00
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $221k 5.4k 40.86
Teradyne (TER) 0.0 $220k 1.1k 193.56
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.0 $220k 4.5k 49.15
Northrop Grumman Corporation (NOC) 0.0 $220k 385.00 570.82
Calamos Global Dynamic Income Fund (CHW) 0.0 $217k 29k 7.41
Ishares Tr Select Divid Etf (DVY) 0.0 $216k 1.5k 141.11
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $215k 455.00 473.30
PIMCO Corporate Opportunity Fund (PTY) 0.0 $215k 17k 12.90
Ralph Lauren Corp Cl A (RL) 0.0 $214k 606.00 353.76
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $214k 1.4k 148.98
Mercury General Corporation (MCY) 0.0 $213k 2.3k 94.05
John Hancock Tax-Advantage Dvd Incom (HTD) 0.0 $213k 9.0k 23.66
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.0 $212k 8.3k 25.48
Royce Micro Capital Trust (RMT) 0.0 $208k 20k 10.43
Ishares Tr Us Home Cons Etf (ITB) 0.0 $207k 2.2k 96.30
O'reilly Automotive (ORLY) 0.0 $203k 2.2k 91.21
Vanguard Index Fds Small Cp Etf (VB) 0.0 $201k 780.00 257.93
Apa Corporation (APA) 0.0 $200k 8.2k 24.46
TCW Strategic Income Fund (TSI) 0.0 $198k 40k 4.94
Abrdn World Healthcare Fund Ben Int Shs (THW) 0.0 $183k 14k 12.78
Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $166k 14k 12.02
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.0 $157k 15k 10.37
Invesco Van Kampen Municipal Trust (VKQ) 0.0 $149k 15k 9.65
Apollo Commercial Real Est. Finance (ARI) 0.0 $117k 12k 9.68
Ares Coml Real Estate (ACRE) 0.0 $63k 13k 4.78
Gabelli Global Multimedia Trust (GGT) 0.0 $56k 13k 4.20
Ready Cap Corp Com reit (RC) 0.0 $37k 17k 2.18
Crown Crafts (CRWS) 0.0 $28k 10k 2.77
Strive Cl A Com 0.0 $26k 35k 0.74