Jaffetilchin Investment Partners

Jaffetilchin Investment Partners as of March 31, 2025

Portfolio Holdings for Jaffetilchin Investment Partners

Jaffetilchin Investment Partners holds 403 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core S&p Total U S Stock Market Etf Etf (ITOT) 6.0 $83M 683k 122.01
Apple Stock (AAPL) 5.8 $80M 362k 222.13
Vanguard Total Stock Market Etf Etf (VTI) 4.5 $62M 227k 274.84
Schwab U S Large-cap Etf Etf (SCHX) 4.1 $56M 2.5M 22.08
Vanguard Large-cap Etf Etf (VV) 3.8 $52M 202k 257.03
Nvidia Corporation Stock (NVDA) 3.3 $45M 418k 108.38
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 2.5 $35M 516k 68.01
Schwab U S Broad Market Etf Etf (SCHB) 2.4 $33M 1.5M 21.53
Invesco Qqq Trust Series I Etf (QQQ) 2.3 $31M 67k 468.92
Microsoft Corp Stock (MSFT) 2.2 $31M 82k 375.39
Amazon Stock (AMZN) 2.0 $28M 145k 190.26
Ft Vest Us Equity Deep Buffer Etf - January Etf (DJAN) 2.0 $27M 722k 37.97
Ishares Treasury Floating Rate Bond Etf Etf (TFLO) 1.9 $27M 529k 50.66
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 1.8 $25M 301k 82.73
Tesla Stock (TSLA) 1.8 $25M 96k 259.16
First Trust North American Energy Infrastructure Fund Etf (EMLP) 1.7 $24M 634k 37.49
Ishares Preferred & Income Securities Etf Etf (PFF) 1.6 $21M 697k 30.73
Vanguard Short-term Treasury Etf Etf (VGSH) 1.5 $21M 361k 58.69
Meta Platforms Inc Cl A Stock (META) 1.4 $19M 33k 576.36
Invesco Bulletshares 2026 High Yield Corp Bond Etf Etf (BSJQ) 1.4 $19M 815k 23.19
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 1.4 $19M 405k 46.31
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.2 $17M 108k 154.64
First Trust Enhanced Short Maturity Etf Etf (FTSM) 1.0 $14M 241k 59.84
Schwab Us Dividend Equity Etf Etf (SCHD) 1.0 $14M 516k 27.96
Eli Lilly & Co Stock (LLY) 0.9 $12M 15k 825.93
Ishares Russell 1000 Etf Etf (IWB) 0.9 $12M 40k 306.74
Global X Mlp Etf Etf (MLPA) 0.9 $12M 225k 53.23
Jpmorgan Chase & Co Stock (JPM) 0.8 $11M 44k 245.30
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.8 $10M 20k 532.59
Wisdomtree U S Ai Enhanced Value Fund Etf (AIVL) 0.7 $9.7M 89k 109.80
Lockheed Martin Corp Stock (LMT) 0.7 $9.0M 20k 446.70
Spdr Gold Shares Etf (GLD) 0.6 $8.9M 31k 288.14
Procter And Gamble Stock (PG) 0.6 $8.1M 48k 170.42
Ishares Core S&p 500 Etf Etf (IVV) 0.6 $8.0M 14k 561.90
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.5 $7.4M 47k 156.23
Visa Inc Com Cl A Stock (V) 0.5 $7.3M 21k 350.47
Ishares Bitcoin Trust Etf Etf (IBIT) 0.5 $7.0M 151k 46.81
Unitedhealth Group Stock (UNH) 0.5 $6.6M 13k 523.76
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.5 $6.5M 128k 50.63
Vanguard S&p 500 Etf Etf (VOO) 0.5 $6.2M 12k 513.92
Johnson & Johnson Stock (JNJ) 0.4 $6.0M 36k 165.84
Energy Select Sector Spdr Fund Etf (XLE) 0.4 $5.9M 64k 93.45
Mastercard Incorporated Cl A Stock (MA) 0.4 $5.9M 11k 548.13
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.4 $5.8M 61k 95.61
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 0.4 $5.2M 83k 63.00
Mcdonalds Corp Stock (MCD) 0.4 $5.0M 16k 312.38
First Trust Rba American Industrial Renaissance Etf Etf (AIRR) 0.4 $5.0M 73k 68.21
Home Depot Stock (HD) 0.3 $4.5M 12k 366.50
Nextera Energy Stock (NEE) 0.3 $4.4M 62k 70.89
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.3 $4.4M 44k 98.92
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 0.3 $4.3M 106k 40.77
Boeing Stock (BA) 0.3 $4.3M 25k 170.55
Us Treasury 3 Month Bill Etf Etf (TBIL) 0.3 $4.2M 84k 50.01
Palo Alto Networks Stock (PANW) 0.3 $4.1M 24k 170.64
Costco Whsl Corp Stock (COST) 0.3 $4.1M 4.3k 945.87
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.3 $4.1M 70k 58.35
Ishares U S Technology Etf Etf (IYW) 0.3 $4.1M 29k 140.44
International Business Machs Stock (IBM) 0.3 $3.9M 16k 248.65
First Trust Multi-manager Small Cap Opportunities Etf Etf (MMSC) 0.3 $3.9M 213k 18.18
Intuitive Surgical Stock (ISRG) 0.3 $3.9M 7.8k 495.27
Hedged Equity Etf Etf 0.3 $3.8M 145k 26.14
Spdr Doubleline Total Return Tactical Etf Etf (TOTL) 0.3 $3.8M 93k 40.29
Technology Select Sector Spdr Fund Etf (XLK) 0.3 $3.7M 18k 206.47
Broadcom Stock (AVGO) 0.3 $3.6M 22k 167.43
Blackstone Stock (BX) 0.3 $3.6M 26k 139.78
Caterpillar Stock (CAT) 0.3 $3.5M 11k 329.81
Walmart Stock (WMT) 0.3 $3.5M 40k 87.79
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $3.4M 6.1k 559.35
Materials Select Sector Spdr Fund Etf (XLB) 0.2 $3.3M 39k 85.98
First Trust Cloud Computing Etf Etf (SKYY) 0.2 $3.3M 32k 102.23
Qualcomm Stock (QCOM) 0.2 $3.3M 21k 153.61
Disney Walt Stock (DIS) 0.2 $3.2M 33k 98.70
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP) 0.2 $3.2M 24k 131.71
Union Pac Corp Stock (UNP) 0.2 $3.2M 13k 236.24
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.2 $3.1M 45k 69.81
Alerian Mlp Etf Etf (AMLP) 0.2 $3.1M 60k 51.94
Ishares Russell 2000 Etf Etf (IWM) 0.2 $3.1M 15k 199.50
Ishares Semiconductor Etf Etf (SOXX) 0.2 $3.1M 16k 188.17
Coca Cola Stock (KO) 0.2 $3.1M 43k 71.62
Palantir Technologies Inc Cl A Stock (PLTR) 0.2 $3.0M 36k 84.40
Bank America Corp Stock (BAC) 0.2 $3.0M 72k 41.73
Spdr S&p Metals & Mining Etf Etf (XME) 0.2 $3.0M 54k 55.99
Ishares Core S&p Small Cap Etf Etf (IJR) 0.2 $2.9M 28k 104.57
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.2 $2.9M 50k 57.14
First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.2 $2.9M 49k 58.54
Dollar Gen Corp Stock (DG) 0.2 $2.9M 33k 87.93
Ge Aerospace Stock (GE) 0.2 $2.8M 14k 200.15
Axon Enterprise Stock (AXON) 0.2 $2.8M 5.3k 525.97
Merck & Co Stock (MRK) 0.2 $2.8M 31k 89.76
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.2 $2.7M 16k 170.89
At&t Stock (T) 0.2 $2.6M 93k 28.28
Lincoln Natl Corp Ind Stock (LNC) 0.2 $2.6M 73k 35.91
Verizon Communications Stock (VZ) 0.2 $2.6M 57k 45.36
Philip Morris Intl Stock (PM) 0.2 $2.5M 16k 158.73
Duke Energy Corp Stock (DUK) 0.2 $2.5M 20k 121.97
Amplify Etf Tr Altrntv Harv Etf Etf (MJ) 0.2 $2.5M 126k 19.50
Johnson Ctls Intl Stock (JCI) 0.2 $2.4M 30k 80.11
Pfizer Stock (PFE) 0.2 $2.4M 94k 25.34
First Trust Capital Strength Etf Etf (FTCS) 0.2 $2.4M 27k 89.64
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.2 $2.4M 58k 40.76
Ares Capital Corp Cef (ARCC) 0.2 $2.4M 106k 22.16
Rtx Corporation Stock (RTX) 0.2 $2.3M 18k 132.46
Vanguard Value Etf Etf (VTV) 0.2 $2.3M 13k 172.74
Invesco Bloomberg Pricing Power Etf Etf (POWA) 0.2 $2.2M 27k 82.14
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.2 $2.2M 41k 53.97
Cisco Sys Stock (CSCO) 0.2 $2.2M 36k 61.71
Simon Ppty Group Reit (SPG) 0.2 $2.2M 13k 166.07
Ft Vest U S Equity Deep Buffer Etf - September Etf (DSEP) 0.2 $2.1M 54k 39.68
Airbnb Inc Com Cl A Stock (ABNB) 0.2 $2.1M 18k 119.46
Chevron Corp Stock (CVX) 0.2 $2.1M 13k 167.29
Abbvie Stock (ABBV) 0.2 $2.1M 9.9k 209.53
Ishares Agency Bond Etf Etf (AGZ) 0.1 $2.1M 19k 109.44
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.1 $2.0M 27k 74.72
Baxter Intl Stock (BAX) 0.1 $2.0M 58k 34.23
Mohawk Inds Stock (MHK) 0.1 $1.8M 16k 114.18
Pepsico Stock (PEP) 0.1 $1.8M 12k 149.94
Exxon Mobil Corp Stock (XOM) 0.1 $1.8M 15k 118.93
Netflix Stock (NFLX) 0.1 $1.8M 1.9k 932.53
Ishares Core High Dividend Etf Etf (HDV) 0.1 $1.8M 15k 121.12
Ft Vest U.s. Equity Quarterly 2.5 To 15 Buffer Etf Etf (DHDG) 0.1 $1.8M 59k 30.17
Goldman Sachs Group Stock (GS) 0.1 $1.8M 3.2k 546.22
Generac Hldgs Stock (GNRC) 0.1 $1.7M 14k 126.65
Apollo Global Mgmt Stock (APO) 0.1 $1.7M 12k 136.93
Cracker Barrel Old Ctry Store Stock (CBRL) 0.1 $1.7M 43k 38.82
Amgen Stock (AMGN) 0.1 $1.7M 5.4k 311.57
Wells Fargo Stock (WFC) 0.1 $1.6M 23k 71.79
Fedex Corp Stock (FDX) 0.1 $1.6M 6.7k 243.78
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $1.6M 8.2k 194.00
Ishares Russell 3000 Etf Etf (IWV) 0.1 $1.6M 5.0k 317.61
Ishares Floating Rate Bond Etf Etf (FLOT) 0.1 $1.6M 31k 51.05
Realty Income Corp Reit (O) 0.1 $1.6M 27k 58.01
Vanguard Mega Cap Growth Etf Etf (MGK) 0.1 $1.6M 5.1k 308.87
Grayscale Bitcoin Trust Etf Etf (GBTC) 0.1 $1.6M 24k 65.17
Leidos Holdings Stock (LDOS) 0.1 $1.5M 11k 134.94
Ge Vernova Stock (GEV) 0.1 $1.5M 4.9k 305.28
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $1.5M 4.3k 352.57
Waste Mgmt Inc Del Stock (WM) 0.1 $1.5M 6.4k 231.50
Deere & Co Stock (DE) 0.1 $1.4M 3.1k 469.36
Invesco Nasdaq 100 Etf Etf (QQQM) 0.1 $1.4M 7.2k 193.02
Strategas Macro Momentum Etf Etf (SAMM) 0.1 $1.4M 56k 24.91
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI) 0.1 $1.4M 75k 18.70
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.1 $1.4M 33k 42.52
Ishares S&p 500 Value Etf Etf (IVE) 0.1 $1.4M 7.2k 190.58
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $1.4M 15k 93.66
Vanguard Growth Etf Etf (VUG) 0.1 $1.4M 3.7k 370.87
Spdr Blackstone Senior Loan Etf Etf (SRLN) 0.1 $1.3M 32k 41.13
Vanguard Real Estate Etf Etf (VNQ) 0.1 $1.3M 14k 90.54
Enterprise Prods Partners Stock (EPD) 0.1 $1.3M 38k 34.14
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $1.3M 3.6k 361.06
Newmont Corp Stock (NEM) 0.1 $1.3M 27k 48.28
Synchrony Financial Stock (SYF) 0.1 $1.3M 24k 52.94
Ishares U S Medical Devices Etf Etf (IHI) 0.1 $1.3M 21k 60.19
Hasbro Stock (HAS) 0.1 $1.3M 21k 61.49
Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $1.2M 16k 75.65
Pnc Finl Svcs Group Stock (PNC) 0.1 $1.2M 7.0k 175.77
Cnh Indl N V Stock (CNH) 0.1 $1.2M 100k 12.28
Fidelity Msci Utilities Index Etf Etf (FUTY) 0.1 $1.2M 24k 50.95
Jpmorgan U S Value Factor Etf Us Value Factor Fund Etf (JVAL) 0.1 $1.2M 29k 41.42
Iqvia Hldgs Stock (IQV) 0.1 $1.2M 6.8k 176.30
United Parcel Service Inc Cl B Stock (UPS) 0.1 $1.2M 11k 109.99
Salesforce Stock (CRM) 0.1 $1.2M 4.4k 268.37
Ishares Exponential Technologies Etf Etf (XT) 0.1 $1.2M 21k 57.56
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $1.2M 9.1k 128.95
Ft Vest U S Small Cap Moderate Buffer Etf - May Etf (SMAY) 0.1 $1.2M 50k 23.45
Southern Stock (SO) 0.1 $1.2M 13k 91.95
Kroger Stock (KR) 0.1 $1.1M 17k 67.69
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.1 $1.1M 17k 65.76
Ishares U.s. Utilities Etf Etf (IDU) 0.1 $1.1M 11k 101.42
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.1 $1.1M 11k 100.67
First Trust Preferred Securities & Income Etf Etf (FPE) 0.1 $1.1M 62k 17.59
Blackrock Stock (BLK) 0.1 $1.1M 1.1k 946.85
Invesco Msci Usa Etf Etf (PBUS) 0.1 $1.0M 18k 56.02
Honeywell Intl Stock (HON) 0.1 $1.0M 4.9k 211.74
Altria Group Stock (MO) 0.1 $1.0M 17k 60.02
Cme Group Stock (CME) 0.1 $950k 3.6k 265.31
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $936k 5.4k 173.23
Freeport-mcmoran Inc Cl B Stock (FCX) 0.1 $936k 25k 37.86
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $924k 2.2k 419.93
Sofi Technologies Stock (SOFI) 0.1 $916k 79k 11.63
Ishares Ultra Short-term Bond Active Etf Etf (ICSH) 0.1 $910k 18k 50.70
Ishares Silver Trust Etf (SLV) 0.1 $908k 29k 30.99
Fidelity Msci Health Care Index Etf Etf (FHLC) 0.1 $906k 13k 68.32
Alliance Resource Partners L P Ut Ltd Part Stock (ARLP) 0.1 $902k 33k 27.28
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.1 $894k 18k 50.33
Apa Corporation Stock (APA) 0.1 $888k 42k 21.02
Advanced Micro Devices Stock (AMD) 0.1 $887k 8.6k 102.75
Wesco Intl Stock (WCC) 0.1 $884k 5.7k 155.30
Starbucks Corp Stock (SBUX) 0.1 $883k 9.0k 98.09
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.1 $861k 7.3k 118.13
Sprott Physical Gold & Silver Tr Unit Cef (CEF) 0.1 $837k 30k 28.41
Hancock John Finl Opptys Fd Sh Ben Int Cef (BTO) 0.1 $815k 24k 34.11
Ishares Russell Midcap Etf Etf (IWR) 0.1 $813k 9.6k 85.07
3M Stock (MMM) 0.1 $813k 5.5k 146.85
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 0.1 $810k 42k 19.48
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG) 0.1 $804k 16k 50.52
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL) 0.1 $803k 28k 28.86
Ft Vest Buffered Allocation Growth Etf Etf (BUFG) 0.1 $788k 33k 23.79
Kinder Morgan Inc Del Stock (KMI) 0.1 $786k 28k 28.53
Valley Natl Bancorp Stock (VLY) 0.1 $784k 88k 8.89
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.1 $777k 15k 51.78
Aflac Stock (AFL) 0.1 $764k 6.9k 111.19
Vici Pptys Reit (VICI) 0.1 $763k 23k 32.62
Bristol-myers Squibb Stock (BMY) 0.1 $741k 12k 60.99
Conocophillips Stock (COP) 0.1 $736k 7.0k 105.03
Ishares Tips Bond Etf Etf (TIP) 0.1 $719k 6.5k 111.09
Leggett & Platt Stock (LEG) 0.1 $718k 91k 7.91
Adobe Stock (ADBE) 0.1 $715k 1.9k 383.53
Toll Brothers Stock (TOL) 0.1 $714k 6.8k 105.59
Kla Corp Stock (KLAC) 0.1 $706k 1.0k 679.68
Multi-asset Diversified Income Index Fund Etf (MDIV) 0.1 $704k 43k 16.35
Citigroup Stock (C) 0.1 $700k 9.9k 70.99
Willscot Hldgs Corp Com Cl A Stock (WSC) 0.1 $690k 25k 27.80
Super Micro Computer Stock (SMCI) 0.0 $688k 20k 34.24
United Rentals Stock (URI) 0.0 $676k 1.1k 626.76
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $671k 8.5k 78.85
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.0 $653k 35k 18.59
Cyberark Software Stock (CYBR) 0.0 $649k 1.9k 338.00
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $642k 3.4k 188.17
Lowes Cos Stock (LOW) 0.0 $639k 2.7k 233.26
Shell Plc Spon Ads Adr (SHEL) 0.0 $634k 8.7k 73.28
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC) 0.0 $630k 25k 25.52
Ft Cboe Vest U S Equity Enhance & Moderate Buffer Etf - December Etf (XDEC) 0.0 $625k 17k 36.80
Dow Stock (DOW) 0.0 $623k 18k 34.92
Ubs Ag Etracs Gold Shares Covered Call Etns Due February 2, 2033 Etf (GLDI) 0.0 $618k 3.8k 161.78
American Elec Pwr Stock (AEP) 0.0 $614k 5.6k 109.28
Zoetis Inc Cl A Stock (ZTS) 0.0 $614k 3.7k 164.65
Kimberly-clark Corp Stock (KMB) 0.0 $613k 4.3k 142.22
First Trust Senior Loan Fund Etf (FTSL) 0.0 $604k 13k 45.65
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB) 0.0 $592k 16k 38.31
Ishares U S Consumer Staples Etf Etf (IYK) 0.0 $586k 8.2k 71.57
Spdr S&p Aerospace & Defense Etf Etf (XAR) 0.0 $567k 3.5k 160.71
Ark Innovation Etf Etf (ARKK) 0.0 $565k 12k 47.58
Clough Select Equity Etf Etf 0.0 $558k 19k 29.88
Health Care Select Sector Spdr Fund Etf (XLV) 0.0 $549k 3.8k 146.03
Graniteshares Gold Shares Etf (BAR) 0.0 $548k 18k 30.84
Ishares Select Dividend Etf Etf (DVY) 0.0 $546k 4.1k 134.30
Vanguard Mid-cap Etf Etf (VO) 0.0 $541k 2.1k 258.60
Tjx Cos Stock (TJX) 0.0 $536k 4.4k 121.81
Ishares Global Tech Etf Etf (IXN) 0.0 $535k 7.1k 75.74
Strategas Macro Thematic Opportunities Etf Etf (SAMT) 0.0 $533k 18k 29.19
Global X Nasdaq 100 Covered Call Etf Etf (QYLD) 0.0 $531k 32k 16.63
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $522k 12k 45.26
Draftkings Inc New Com Cl A Stock (DKNG) 0.0 $517k 16k 33.21
Cincinnati Finl Corp Stock (CINF) 0.0 $515k 3.5k 147.72
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.0 $508k 6.2k 81.67
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.0 $507k 4.9k 103.47
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $502k 7.4k 67.85
Schwab U S Large-cap Growth Etf Etf (SCHG) 0.0 $490k 20k 25.04
Industrial Select Sector Spdr Fund Etf (XLI) 0.0 $489k 3.7k 131.07
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.0 $488k 6.1k 80.37
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.0 $486k 6.4k 76.57
Invesco Dow Jones Industrial Average Dividend Etf Etf (DJD) 0.0 $485k 9.2k 52.83
Ft Vest U S Equity Max Buffer Etf - March Etf (MARM) 0.0 $477k 15k 31.36
Ishares Russell Top 200 Growth Etf Etf (IWY) 0.0 $477k 2.3k 210.96
First Trust S&p Reit Index Fund Etf (FRI) 0.0 $473k 17k 27.51
Fidelity Dividend Etf For Rising Rates Etf (FDRR) 0.0 $473k 9.5k 49.95
Parker-hannifin Corp Stock (PH) 0.0 $470k 772.00 608.16
Dominion Energy Stock (D) 0.0 $462k 8.2k 56.07
First Trust Us Equity Opportunities Etf Etf (FPX) 0.0 $457k 4.1k 111.74
Thermo Fisher Scientific Stock (TMO) 0.0 $454k 913.00 497.36
Blackstone Secd Lending Cef (BXSL) 0.0 $446k 14k 32.36
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.0 $445k 8.5k 52.37
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.0 $429k 4.5k 95.36
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.0 $429k 4.9k 87.99
American Express Stock (AXP) 0.0 $425k 1.6k 269.09
Clorox Co Del Stock (CLX) 0.0 $424k 2.9k 147.26
Axos Financial Stock (AX) 0.0 $421k 6.5k 64.52
Innovator S&p Investment Grade Preferred Etf Etf (EPRF) 0.0 $419k 24k 17.66
Enbridge Stock (ENB) 0.0 $416k 9.4k 44.31
Ft Vest Laddered Buffer Etf Etf (BUFR) 0.0 $413k 14k 29.69
Strategas Global Policy Opportunities ETF Etf (SAGP) 0.0 $405k 13k 30.16
Sunoco Lp/sunoco Fin Corp Com Ut Rep Stock (SUN) 0.0 $402k 6.9k 58.06
Elevance Health Stock (ELV) 0.0 $401k 923.00 434.88
Dutch Bros Inc Cl A Stock (BROS) 0.0 $401k 6.5k 61.74
Ishares Msci World Etf Etf (URTH) 0.0 $399k 2.6k 153.21
Intra-cellular Therapies Stock (ITCI) 0.0 $392k 3.0k 131.92
Centerpoint Energy Stock (CNP) 0.0 $390k 11k 36.23
Fs Kkr Cap Corp Cef (FSK) 0.0 $386k 18k 20.95
Rocket Lab Usa Stock 0.0 $384k 22k 17.88
Truist Finl Corp Stock (TFC) 0.0 $382k 9.3k 41.15
Ft Vest Buffered Allocation Defensive Etf Etf (BUFT) 0.0 $381k 17k 22.45
Alibaba Group Hldg Adr (BABA) 0.0 $379k 2.9k 132.23
First Trust Health Care Alphadex Fund Etf (FXH) 0.0 $377k 3.6k 103.61
First Trust Large Cap Growth Alphadex Fund Etf (FTC) 0.0 $374k 2.8k 131.40
Jabil Stock (JBL) 0.0 $366k 2.7k 136.05
Spdr Ssga Us Small Cap Low Volatility Index Etf Etf (SMLV) 0.0 $365k 3.0k 122.88
Cava Group Stock (CAVA) 0.0 $363k 4.2k 86.40
Satixfy Communications Ltd Ord Stock 0.0 $362k 302k 1.20
British Amern Tob Adr (BTI) 0.0 $362k 8.7k 41.37
S&p Global Stock (SPGI) 0.0 $358k 704.00 508.03
Yum Brands Stock (YUM) 0.0 $356k 2.3k 157.38
Ishares U S Financials Etf Etf (IYF) 0.0 $352k 3.1k 112.85
Ishares Mbs Etf Etf (MBB) 0.0 $351k 3.7k 93.78
Schwab Us Tips Etf Etf (SCHP) 0.0 $348k 13k 26.89
Vanguard Information Technology Etf Etf (VGT) 0.0 $347k 639.00 542.59
Mplx Lp Com Unit Rep Stock (MPLX) 0.0 $344k 6.4k 53.52
Oracle Corp Stock (ORCL) 0.0 $344k 2.5k 139.83
Liberty All Star Equity Fd Sh Ben Int Cef (USA) 0.0 $342k 52k 6.55
Uber Technologies Stock (UBER) 0.0 $342k 4.7k 72.86
Prudential Finl Stock (PRU) 0.0 $341k 3.1k 111.70
Peloton Interactive Inc Cl A Stock (PTON) 0.0 $340k 54k 6.32
Automatic Data Processing Stock (ADP) 0.0 $339k 1.1k 305.58
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $339k 6.7k 50.83
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $339k 6.8k 49.81
LNG - Cheniere Energy Stock (LNG) 0.0 $336k 1.5k 231.45
Global X U S Preferred Etf Etf (PFFD) 0.0 $334k 18k 19.04
Vanguard Consumer Staples Etf Etf (VDC) 0.0 $333k 1.5k 218.76
Regions Financial Corp Stock (RF) 0.0 $333k 15k 21.73
Ishares Gold Trust Etf (IAU) 0.0 $333k 5.6k 58.96
Rio Tinto Adr (RIO) 0.0 $331k 5.5k 60.08
Spdr S&p Biotech Etf Etf (XBI) 0.0 $330k 4.1k 81.10
Allstate Corp Stock (ALL) 0.0 $321k 1.6k 207.13
Devon Energy Corp Stock (DVN) 0.0 $320k 8.6k 37.40
Amplify Cybersecurity Etf Etf (HACK) 0.0 $318k 4.4k 71.79
Ishares Msci Eafe Growth Etf Etf (EFG) 0.0 $318k 3.2k 100.00
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.0 $315k 8.6k 36.81
Fidelity High Dividend Etf Etf (FDVV) 0.0 $313k 6.3k 49.60
Wp Carey Reit (WPC) 0.0 $312k 4.9k 63.11
Comcast Corp New Cl A Stock (CMCSA) 0.0 $310k 8.4k 36.90
Fiserv Stock (FI) 0.0 $309k 1.4k 220.83
American Century Focused Dynamic Growth Etf Etf (FDG) 0.0 $309k 3.4k 90.87
Texas Instrs Stock (TXN) 0.0 $309k 1.7k 179.65
Ft Energy Income Partners Strategy Etf Etf (EIPX) 0.0 $308k 12k 26.05
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $307k 3.4k 91.04
Grayscale Ethereum Trust Etf Etf (ETHE) 0.0 $299k 20k 15.22
Northrop Grumman Corp Stock (NOC) 0.0 $297k 580.00 512.24
Invesco S&p Midcap Quality Etf Etf (XMHQ) 0.0 $295k 3.2k 91.53
Fortinet Stock (FTNT) 0.0 $294k 3.1k 96.26
Sp Funds S&p 500 Sharia Industry Exclusions Etf Etf (SPUS) 0.0 $291k 7.5k 38.94
Abbott Labs Stock (ABT) 0.0 $287k 2.2k 132.68
Kratos Defense & Sec Solutions Stock (KTOS) 0.0 $287k 9.7k 29.69
Vaneck High Yield Muni Etf Etf (HYD) 0.0 $287k 5.6k 51.18
Tenet Healthcare Corp Stock (THC) 0.0 $283k 2.1k 134.50
Booking Holdings Stock (BKNG) 0.0 $282k 61.00 4626.62
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $275k 1.7k 166.04
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.0 $273k 815.00 334.48
Blackstone Mtg Tr Inc Com Cl A Reit (BXMT) 0.0 $272k 14k 20.00
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.0 $269k 2.5k 106.65
Ishares Ibonds Dec 2033 Term Treasury Etf Etf (IBTO) 0.0 $267k 11k 24.40
Communication Services Select Sector Spdr Fund Etf (XLC) 0.0 $267k 2.8k 96.45
Ft Vest U S Equity Moderate Buffer Etf - Jan Etf (GJAN) 0.0 $266k 7.1k 37.67
Ishares Ibonds Dec 2032 Term Treasury Etf Etf (IBTM) 0.0 $265k 12k 22.89
Ishares Msci Acwi Ex U S Etf Etf (ACWX) 0.0 $265k 4.8k 55.44
Becton Dickinson & Co Stock (BDX) 0.0 $265k 1.2k 229.05
Ishares Ibonds Dec 2031 Term Treasury Etf Etf (IBTL) 0.0 $263k 13k 20.33
Vanguard Total World Stock Etf Etf (VT) 0.0 $263k 2.3k 115.97
Ishares U S Home Construction Etf Etf (ITB) 0.0 $263k 2.8k 95.21
Virtus Reaves Utilities Etf Etf (UTES) 0.0 $262k 4.1k 64.59
Vanguard Utilities Etf Etf (VPU) 0.0 $261k 1.5k 170.85
Ishares Ibonds Dec 2030 Term Treasury Etf Etf (IBTK) 0.0 $260k 13k 19.66
Pimco Access Income Fund Shs Benfin Int Cef (PAXS) 0.0 $259k 16k 16.06
Chipotle Mexican Grill Stock (CMG) 0.0 $258k 5.1k 50.21
Ishares Ibonds Dec 2029 Term Treasury Etf Etf (IBTJ) 0.0 $258k 12k 21.77
Target Corp Stock (TGT) 0.0 $254k 2.4k 104.34
Eaton Corp Stock (ETN) 0.0 $254k 933.00 271.79
First Trust Low Duration Opportunities Etf Etf (LMBS) 0.0 $251k 5.1k 49.16
Ishares Msci India Etf Etf (INDA) 0.0 $247k 4.8k 51.48
Carlyle Group Stock (CG) 0.0 $247k 5.7k 43.59
Progressive Corp Stock (PGR) 0.0 $247k 872.00 283.09
Invesco S&p Midcap Momentum Etf Etf (XMMO) 0.0 $246k 2.2k 113.77
Blackstone Seni Fltn Rat 2027 Cef (BSL) 0.0 $246k 17k 14.13
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.0 $245k 2.3k 105.60
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $245k 1.2k 202.16
Vaneck Mortgage Reit Income Etf Etf (MORT) 0.0 $243k 22k 11.17
Intuit Stock (INTU) 0.0 $242k 394.00 613.61
Paypal Hldgs Stock (PYPL) 0.0 $235k 3.6k 65.26
Iron Mtn Inc Del Reit (IRM) 0.0 $234k 2.7k 86.03
Excelerate Energy - Ee Stock (EE) 0.0 $233k 8.1k 28.68
Ishares Biotechnology Etf Etf (IBB) 0.0 $232k 1.8k 127.92
Kraft Heinz Stock (KHC) 0.0 $231k 7.6k 30.43
Tortoise Energy Infra Corp Cef (TYG) 0.0 $231k 5.4k 43.05
Prologis Reit (PLD) 0.0 $231k 2.1k 111.76
Vaneck Merk Gold Etf Etf (OUNZ) 0.0 $229k 7.6k 30.14
Linde Stock (LIN) 0.0 $228k 489.00 466.01
Global X Fintech Etf Etf (FINX) 0.0 $225k 8.2k 27.56
Paychex Stock (PAYX) 0.0 $224k 1.5k 154.33
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $221k 709.00 312.16
Electrocore Stock (ECOR) 0.0 $221k 33k 6.69
Vanguard Small-cap Etf Etf (VB) 0.0 $219k 989.00 221.79
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.0 $217k 1.1k 197.49
Pimco Dynamic Income Cef (PDI) 0.0 $216k 11k 19.80
Nucor Corp Stock (NUE) 0.0 $216k 1.8k 120.36
Vanguard Total International Stock Etf Etf (VXUS) 0.0 $215k 3.5k 62.11
Invesco S&p Smallcap Low Volatility Etf Etf (XSLV) 0.0 $213k 4.6k 46.17
Constellation Energy Corp Stock (CEG) 0.0 $213k 1.1k 201.70
Stryker Corporation Stock (SYK) 0.0 $212k 569.00 372.10
Cadence Design System Stock (CDNS) 0.0 $211k 829.00 254.33
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $208k 2.2k 92.83
Schwab International Dividend Equity Etf Etf (SCHY) 0.0 $206k 8.1k 25.38
Csx Corp Stock (CSX) 0.0 $206k 7.0k 29.43
Illinois Tool Wks Stock (ITW) 0.0 $204k 822.00 247.93
Phillips 66 Stock (PSX) 0.0 $203k 1.6k 123.49
Vaneck Gold Miners Etf Etf (GDX) 0.0 $203k 4.4k 45.97
Nextdecade Corp Stock (NEXT) 0.0 $202k 26k 7.78
Western Midstream Partners Lp Com Unit Lp Int Stock (WES) 0.0 $200k 4.9k 40.96
First Trust Stoxx European Select Dividend Index Fund Etf (FDD) 0.0 $193k 14k 13.57
Profrac Hldg Corp Class A Stock (ACDC) 0.0 $153k 20k 7.59
Soundhound Ai Inc Class A Stock (SOUN) 0.0 $145k 18k 8.12
Xplr Infrastructure Lp Com Unit Part In Stock (XIFR) 0.0 $108k 11k 9.50
Royce Micro-cap Tr Cef (RMT) 0.0 $97k 12k 8.43
B2gold Corp Stock (BTG) 0.0 $95k 33k 2.85
Aytu Biopharma Stock (AYTU) 0.0 $21k 17k 1.20
Nano Dimension Ltd Sponsord Ads Adr (NNDM) 0.0 $16k 10k 1.59