Evergreen Wealth Solutions

Kintra Wealth as of March 31, 2026

Portfolio Holdings for Kintra Wealth

Kintra Wealth holds 406 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
Ea Series Trust Mc Trio Equity B (TRIO) 7.8 $110M 1.8M 60.41
Mfs Active Exchange Traded F Growth Etf (MFSG) 3.4 $49M 1.9M 25.59
Ishares Tr Core S&p Us Vlu (IUSV) 3.2 $45M 443k 102.25
Ishares Tr Core S&p Us Gwt (IUSG) 3.1 $44M 283k 155.11
Ishares Tr Core Msci Eafe (IEFA) 2.9 $42M 460k 90.53
T Rowe Price Etf Cap Appreciation (TCAF) 2.7 $38M 1.1M 35.59
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 2.5 $36M 285k 125.13
Ishares Tr Core S&p500 Etf (IVV) 2.4 $34M 52k 653.20
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 2.2 $31M 663k 47.08
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 2.2 $31M 1.2M 26.26
Ishares Tr Core S&p Scp Etf (IJR) 2.1 $30M 241k 124.31
NVIDIA Corporation (NVDA) 2.0 $28M 162k 174.40
J P Morgan Exchange Traded F Income Etf (JPIE) 1.9 $27M 577k 46.07
First Tr Exchange-traded Wcm Intl Equity (WCMI) 1.8 $26M 1.6M 16.77
Apple (AAPL) 1.8 $26M 102k 253.79
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $25M 115k 215.06
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $24M 42k 577.17
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 1.5 $22M 432k 50.04
First Tr Exchange-traded Core Investment (FTCB) 1.5 $21M 992k 20.96
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $20M 34k 597.55
Victory Portfolios Ii Short Trm Bd Etf (USTB) 1.4 $20M 392k 50.58
Amazon (AMZN) 1.4 $20M 94k 208.27
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $18M 265k 67.53
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 1.2 $17M 363k 47.82
Ciena Corp Com New (CIEN) 1.2 $17M 45k 388.23
Microsoft Corporation (MSFT) 1.2 $17M 46k 370.17
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.2 $17M 340k 50.37
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.1 $16M 25k 650.34
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.9 $13M 236k 55.52
Goldman Sachs Etf Tr Activebeta Us (GSSC) 0.8 $11M 150k 74.55
Vanguard Index Fds Value Etf (VTV) 0.8 $11M 57k 196.20
Vanguard Index Fds Growth Etf (VUG) 0.6 $9.1M 21k 436.80
Alphabet Cap Stk Cl A (GOOGL) 0.6 $8.9M 31k 287.56
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.6 $8.6M 202k 42.54
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $8.4M 107k 78.41
Alphabet Cap Stk Cl C (GOOG) 0.6 $8.0M 28k 286.86
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $7.7M 78k 99.27
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.5 $7.7M 317k 24.29
Johnson & Johnson (JNJ) 0.5 $7.5M 31k 244.44
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.5 $7.4M 16k 463.19
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $6.9M 144k 48.05
Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $6.7M 33k 205.80
Capital Group Global Equity SHS (CGGE) 0.5 $6.7M 219k 30.50
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $6.4M 100k 64.08
Fidelity Merrimack Str Tr Investment Gr Se (FSEC) 0.5 $6.4M 145k 43.84
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $6.2M 45k 138.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $6.2M 13k 479.20
JPMorgan Chase & Co. (JPM) 0.4 $5.7M 19k 294.16
Invesco Exch Trd Slf Idx Invt Grd Defsv (IIGD) 0.4 $5.7M 230k 24.60
Broadcom (AVGO) 0.4 $5.5M 18k 309.51
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.4 $5.4M 275k 19.62
Janus Detroit Str Tr Hendersn Sml Etf (JSMD) 0.4 $5.3M 67k 79.35
T. Rowe Price (TROW) 0.4 $5.3M 59k 90.14
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.4 $5.2M 97k 53.22
Exxon Mobil Corporation (XOM) 0.4 $5.1M 30k 169.66
Vanguard World Mega Grwth Ind (MGK) 0.4 $5.0M 14k 367.45
Ishares Tr Broad Usd High (USHY) 0.4 $5.0M 136k 36.84
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.3 $4.9M 240k 20.42
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.3 $4.6M 121k 38.42
Ishares Tr Ibonds Dec 2032 (IBDX) 0.3 $4.5M 178k 25.27
Ishares Tr Ibds Dec28 Etf (IBDT) 0.3 $4.5M 178k 25.33
Abbvie (ABBV) 0.3 $4.4M 20k 217.49
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $4.3M 34k 128.12
Ssga Active Tr State Street My (MYCF) 0.3 $4.3M 172k 25.06
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $4.3M 20k 213.67
Merck & Co (MRK) 0.3 $4.2M 35k 120.29
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.3 $4.2M 43k 96.70
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.3 $4.0M 38k 105.55
Vanguard World Mega Cap Val Etf (MGV) 0.3 $4.0M 28k 144.95
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $3.9M 21k 184.28
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $3.8M 18k 217.25
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.3 $3.8M 203k 18.66
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $3.8M 15k 257.35
Procter & Gamble Company (PG) 0.3 $3.8M 26k 144.44
Tesla Motors (TSLA) 0.3 $3.7M 10k 371.75
Capital Group Core Balanced SHS (CGBL) 0.3 $3.7M 108k 34.41
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $3.6M 11k 320.81
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.3 $3.6M 173k 20.90
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $3.5M 70k 50.98
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.2 $3.5M 87k 40.19
Wal-Mart Stores (WMT) 0.2 $3.5M 28k 124.28
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $3.5M 70k 49.50
Meta Platforms Cl A (META) 0.2 $3.5M 6.0k 572.16
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $3.4M 8.4k 407.68
Spdr Series Trust State Street Spd (KOMP) 0.2 $3.1M 53k 58.48
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $3.1M 7.3k 426.40
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $2.9M 29k 100.66
Costco Wholesale Corporation (COST) 0.2 $2.9M 2.9k 996.40
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $2.8M 9.3k 302.25
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.2 $2.8M 127k 21.84
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $2.8M 114k 24.24
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $2.7M 13k 203.79
Select Sector Spdr Tr State Street Con (XLP) 0.2 $2.7M 33k 81.98
Eli Lilly & Co. (LLY) 0.2 $2.7M 2.9k 919.62
Ishares Tr Ibonds Dec 2030 (IBDV) 0.2 $2.7M 121k 21.89
Ishares Tr Ibonds Dec 2031 (IBDW) 0.2 $2.6M 127k 20.93
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.2 $2.5M 47k 53.40
Select Sector Spdr Tr State Street Con (XLY) 0.2 $2.5M 23k 108.98
Spdr Series Trust State Street Spd (SDY) 0.2 $2.5M 17k 145.94
J P Morgan Exchange Traded F Active Growth (JGRO) 0.2 $2.4M 28k 84.52
Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $2.4M 98k 24.24
Mastercard Incorporated Cl A (MA) 0.2 $2.3M 4.7k 499.69
Home Depot (HD) 0.2 $2.3M 7.0k 328.90
Visa Com Cl A (V) 0.2 $2.3M 7.6k 302.22
Chevron Corporation (CVX) 0.2 $2.3M 11k 206.90
Verizon Communications (VZ) 0.2 $2.3M 45k 50.20
Amgen (AMGN) 0.2 $2.2M 6.4k 351.87
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $2.2M 76k 29.13
International Business Machines (IBM) 0.2 $2.1M 8.9k 242.38
Applied Materials (AMAT) 0.2 $2.1M 6.3k 341.81
General Dynamics Corporation (GD) 0.1 $2.1M 6.2k 343.22
Ishares Core Msci Emkt (IEMG) 0.1 $2.1M 30k 69.75
Caterpillar (CAT) 0.1 $2.0M 2.9k 708.46
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $2.0M 5.3k 383.44
United Parcel Svcs CL B (UPS) 0.1 $1.9M 19k 98.38
Bank of America Corporation (BAC) 0.1 $1.9M 38k 48.75
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $1.8M 40k 45.62
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.1 $1.8M 68k 27.15
Wp Carey (WPC) 0.1 $1.8M 27k 67.96
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.7M 5.9k 287.16
Texas Instruments Incorporated (TXN) 0.1 $1.7M 8.6k 194.15
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.1 $1.7M 30k 56.50
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $1.7M 22k 75.19
Cisco Systems (CSCO) 0.1 $1.6M 21k 77.59
Vanguard World Energy Etf (VDE) 0.1 $1.6M 9.1k 173.04
Capital Group International SHS (CGIC) 0.1 $1.6M 47k 33.11
Walt Disney Company (DIS) 0.1 $1.5M 16k 96.38
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.5M 7.9k 191.92
Spdr Series Trust State Street Spd (SPMB) 0.1 $1.5M 68k 22.39
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.1 $1.5M 14k 110.78
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $1.5M 19k 77.11
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.1 $1.4M 53k 27.23
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $1.4M 13k 114.32
Select Sector Spdr Tr State Street Uti (XLU) 0.1 $1.4M 31k 45.89
Pfizer (PFE) 0.1 $1.4M 49k 28.08
Lowe's Companies (LOW) 0.1 $1.3M 5.7k 236.27
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.3M 17k 79.27
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $1.3M 3.9k 337.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.3M 24k 54.05
MetLife (MET) 0.1 $1.3M 18k 70.72
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) 0.1 $1.3M 23k 54.72
Northwest Bancshares (NWBI) 0.1 $1.3M 99k 12.69
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.1 $1.3M 24k 51.78
Vanguard World Health Car Etf (VHT) 0.1 $1.2M 4.5k 272.35
Crowdstrike Hldgs Cl A (CRWD) 0.1 $1.2M 3.1k 390.41
Ishares Tr Us Aer Def Etf (ITA) 0.1 $1.2M 5.6k 218.73
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $1.2M 28k 42.56
McKesson Corporation (MCK) 0.1 $1.2M 1.4k 865.38
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $1.1M 12k 93.66
Marathon Petroleum Corp (MPC) 0.1 $1.1M 4.5k 244.20
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 0.1 $1.1M 44k 24.77
Waste Management (WM) 0.1 $1.1M 4.6k 229.80
Ge Aerospace Com New (GE) 0.1 $1.1M 3.7k 283.77
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.1M 4.0k 261.92
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $1.1M 25k 42.31
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $1.0M 5.4k 191.80
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.0M 6.9k 148.11
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.1 $1.0M 20k 49.63
Spdr Series Trust State Street Spd (SPYG) 0.1 $996k 10k 97.91
Vanguard World Inf Tech Etf (VGT) 0.1 $983k 1.4k 697.86
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.1 $983k 44k 22.34
Ishares Tr Expanded Tech (IGV) 0.1 $968k 12k 80.05
Intel Corporation (INTC) 0.1 $968k 22k 44.13
Pepsi (PEP) 0.1 $967k 6.2k 155.29
Ishares Tr Core High Dv Etf (HDV) 0.1 $958k 7.1k 135.73
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $950k 19k 50.66
Globe Life (GL) 0.1 $945k 6.8k 139.17
Ishares Tr Select Divid Etf (DVY) 0.1 $943k 6.2k 151.41
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $935k 4.5k 208.03
McDonald's Corporation (MCD) 0.1 $932k 3.0k 310.77
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) 0.1 $921k 19k 49.49
M&T Bank Corporation (MTB) 0.1 $912k 4.4k 206.71
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $892k 8.0k 112.11
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $886k 29k 30.68
Abbott Laboratories (ABT) 0.1 $875k 8.5k 102.67
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $875k 6.6k 132.91
Ishares Tr Russell 2000 Etf (IWM) 0.1 $865k 3.5k 247.97
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $857k 22k 38.86
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.1 $856k 17k 50.41
Spdr Index Shs Fds State Street Spd (SPDW) 0.1 $850k 19k 45.65
At&t (T) 0.1 $849k 29k 28.99
Marsh & McLennan Companies (MRSH) 0.1 $847k 4.9k 173.46
CVS Caremark Corporation (CVS) 0.1 $836k 12k 71.82
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $832k 27k 30.50
Coca-Cola Company (KO) 0.1 $831k 11k 76.05
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.1 $823k 16k 52.80
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.1 $801k 24k 33.37
Ge Vernova (GEV) 0.1 $800k 917.00 872.90
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $800k 16k 49.99
Nucor Corporation (NUE) 0.1 $788k 4.7k 169.11
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.1 $784k 27k 29.49
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) 0.1 $767k 19k 40.78
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $759k 39k 19.53
Palo Alto Networks (PANW) 0.1 $759k 4.7k 160.32
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) 0.1 $754k 19k 39.42
Putnam Etf Trust Focused Lar Cap (PVAL) 0.1 $753k 16k 46.40
Philip Morris International (PM) 0.1 $730k 4.4k 165.33
Vanguard World Utilities Etf (VPU) 0.1 $725k 3.7k 198.14
Spdr Series Trust State Street Spd (SPTM) 0.1 $724k 9.2k 79.06
Palantir Technologies Cl A (PLTR) 0.1 $720k 4.9k 146.28
Blackstone Group Inc Com Cl A (BX) 0.1 $708k 6.2k 114.99
Netflix (NFLX) 0.0 $706k 7.3k 96.15
Nextera Energy (NEE) 0.0 $703k 7.6k 92.88
Honeywell International (HON) 0.0 $689k 3.0k 226.05
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) 0.0 $688k 14k 50.33
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $685k 1.5k 446.54
Pgim Rock Etf Tr S&p 500 Buffer (PBAU) 0.0 $682k 23k 29.64
Boeing Company (BA) 0.0 $673k 3.4k 199.03
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.0 $672k 12k 55.85
American Express Company (AXP) 0.0 $672k 2.2k 302.50
Kla Corp Com New (KLAC) 0.0 $670k 455.00 1473.11
Intuitive Surgical Com New (ISRG) 0.0 $661k 1.4k 460.99
Ishares Tr Eafe Value Etf (EFV) 0.0 $655k 8.8k 74.35
Capital Group Dividend Growe Shs Etf (CGDG) 0.0 $649k 18k 35.90
Stryker Corporation (SYK) 0.0 $649k 2.0k 328.65
Corning Incorporated (GLW) 0.0 $648k 4.8k 135.96
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.0 $641k 26k 24.79
Strategy Cl A New (MSTR) 0.0 $640k 5.1k 124.80
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $639k 5.7k 111.37
Deere & Company (DE) 0.0 $627k 1.1k 563.49
Totalenergies Se Act (TTE) 0.0 $622k 6.8k 90.98
Ishares Tr U.s. Bas Mtl Etf (IYM) 0.0 $621k 3.5k 175.90
Spdr Gold Tr Gold Shs (GLD) 0.0 $609k 1.4k 430.29
Ishares Tr Ishares Biotech (IBB) 0.0 $604k 3.6k 168.86
Union Pacific Corporation (UNP) 0.0 $595k 2.5k 242.64
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP) 0.0 $592k 23k 26.17
Prudential Financial (PRU) 0.0 $591k 6.0k 97.69
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $573k 8.4k 68.47
Air Products & Chemicals (APD) 0.0 $561k 1.9k 290.49
American Electric Power Company (AEP) 0.0 $559k 4.3k 131.09
Exelon Corporation (EXC) 0.0 $556k 11k 49.02
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $554k 898.00 616.91
Ameriprise Financial (AMP) 0.0 $546k 1.2k 444.57
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $543k 11k 49.37
TJX Companies (TJX) 0.0 $541k 3.4k 159.72
Southern Company (SO) 0.0 $540k 5.6k 96.52
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 0.0 $537k 13k 41.06
Marriott Intl Cl A (MAR) 0.0 $535k 1.6k 327.07
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) 0.0 $534k 6.2k 85.61
Boston Scientific Corporation (BSX) 0.0 $529k 8.4k 62.75
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $529k 12k 45.26
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $529k 5.7k 92.74
Novartis Sponsored Adr (NVS) 0.0 $526k 3.4k 152.74
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $525k 3.6k 145.73
Raytheon Technologies Corp (RTX) 0.0 $516k 2.7k 192.91
DTE Energy Company (DTE) 0.0 $515k 3.5k 146.23
Astrazeneca Ord (AZN) 0.0 $515k 2.6k 197.25
Ford Motor Company (F) 0.0 $515k 45k 11.54
Roper Industries (ROP) 0.0 $513k 1.5k 353.88
Phillips 66 (PSX) 0.0 $502k 2.8k 182.20
Welltower Inc Com reit (WELL) 0.0 $494k 2.5k 197.73
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $493k 29k 17.32
Allstate Corporation (ALL) 0.0 $492k 2.4k 207.34
Etf Ser Solutions Defiance Connect (SIXG) 0.0 $488k 7.2k 68.17
Ishares Tr Msci Gbl Sus Dev (SDG) 0.0 $487k 5.8k 83.95
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $481k 5.0k 95.62
Qualcomm (QCOM) 0.0 $472k 3.7k 128.78
Axon Enterprise (AXON) 0.0 $471k 1.1k 424.69
Public Service Enterprise (PEG) 0.0 $467k 5.8k 80.95
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $461k 4.0k 115.72
Lockheed Martin Corporation (LMT) 0.0 $461k 762.00 604.39
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $459k 9.0k 50.81
Norfolk Southern (NSC) 0.0 $457k 1.6k 286.94
Ishares Tr National Mun Etf (MUB) 0.0 $454k 4.3k 106.14
Colgate-Palmolive Company (CL) 0.0 $453k 5.3k 85.23
Ishares Tr Us Infrastruc (IFRA) 0.0 $445k 7.8k 57.20
Comcast Corp Cl A (CMCSA) 0.0 $440k 15k 28.71
J P Morgan Exchange Traded F Global Sel Equit (JGLO) 0.0 $436k 6.7k 65.27
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.0 $434k 6.9k 62.68
Starbucks Corporation (SBUX) 0.0 $431k 4.8k 89.59
Waters Corporation (WAT) 0.0 $431k 1.4k 297.80
Advanced Micro Devices (AMD) 0.0 $431k 2.1k 203.43
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $429k 5.4k 79.56
Duke Energy Corp Com New (DUK) 0.0 $425k 3.2k 130.92
Bondbloxx Etf Trust Jp Morgan Usd Em (XEMD) 0.0 $425k 9.7k 43.95
Rio Tinto Sponsored Adr (RIO) 0.0 $425k 4.6k 93.30
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $419k 3.5k 118.62
Morgan Stanley Com New (MS) 0.0 $416k 2.5k 164.59
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $407k 3.7k 109.68
Citigroup Com New (C) 0.0 $402k 3.5k 113.43
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $402k 1.9k 211.14
Hartford Financial Services (HIG) 0.0 $402k 3.0k 135.23
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $397k 10k 38.96
Tidal Trust Iii Vistashares Arti (AIS) 0.0 $395k 9.4k 41.91
Ishares Tr Msci Eafe Etf (EFA) 0.0 $395k 4.1k 97.13
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $393k 3.9k 100.62
Ishares Silver Tr Ishares (SLV) 0.0 $386k 5.7k 68.14
Park National Corporation (PRK) 0.0 $386k 2.4k 163.45
Citizens & Northern Corporation (CZNC) 0.0 $378k 17k 22.34
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $372k 3.5k 106.50
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $370k 5.1k 73.13
Vertiv Holdings Com Cl A (VRT) 0.0 $369k 1.5k 250.60
Novo-nordisk A S Adr (NVO) 0.0 $365k 9.9k 36.75
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.0 $365k 7.3k 49.72
Bank Of Montreal Cadcom (BMO) 0.0 $360k 2.7k 135.33
British Amern Tob Sponsored Adr (BTI) 0.0 $357k 6.1k 58.47
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $356k 4.0k 89.32
Chubb (CB) 0.0 $354k 1.1k 325.94
Thermo Fisher Scientific (TMO) 0.0 $354k 719.00 491.62
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $352k 4.8k 73.65
Capital Group Conservative E SHS (CGCV) 0.0 $352k 12k 29.81
Yum! Brands (YUM) 0.0 $348k 2.2k 155.48
Altria (MO) 0.0 $347k 5.3k 65.99
Travelers Companies (TRV) 0.0 $347k 1.2k 291.76
Valvoline Inc Common (VVV) 0.0 $347k 10k 33.68
Global X Fds Defense Tech Etf (SHLD) 0.0 $343k 4.8k 70.83
Howmet Aerospace (HWM) 0.0 $341k 1.5k 230.48
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $340k 2.4k 141.45
Spdr Series Trust State Street Spd (XAR) 0.0 $340k 1.3k 254.04
Advanced Energy Industries (AEIS) 0.0 $339k 1.1k 322.71
Wabtec Corporation (WAB) 0.0 $336k 1.3k 249.93
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $336k 2.4k 142.43
salesforce (CRM) 0.0 $335k 1.8k 186.68
Masco Corporation (MAS) 0.0 $331k 5.5k 60.37
FedEx Corporation (FDX) 0.0 $327k 917.00 356.25
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $324k 245.00 1321.24
Target Corporation (TGT) 0.0 $323k 2.7k 121.22
Bristol Myers Squibb (BMY) 0.0 $321k 5.3k 60.65
Generac Holdings (GNRC) 0.0 $319k 1.6k 195.33
First Tr Exchng Traded Fd Vi Ft Vest U.s (SMAY) 0.0 $318k 12k 26.31
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $317k 6.4k 49.69
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.0 $316k 7.1k 44.73
First Tr Exchange-traded Common Shs (FDD) 0.0 $316k 18k 17.81
Analog Devices (ADI) 0.0 $312k 982.00 318.10
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT) 0.0 $309k 8.0k 38.63
Ishares Tr Us Trsprtion (IYT) 0.0 $306k 4.1k 74.60
Charles Schwab Corporation (SCHW) 0.0 $306k 3.3k 93.97
Marvell Technology (MRVL) 0.0 $304k 3.1k 99.06
Ishares Tr Tips Bd Etf (TIP) 0.0 $302k 2.7k 110.36
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $302k 2.8k 106.01
Ishares Gold Tr Ishares New (IAU) 0.0 $301k 3.4k 88.16
Oracle Corporation (ORCL) 0.0 $300k 2.0k 147.13
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $299k 16k 19.30
Spdr Series Trust State Street Spd (SPYD) 0.0 $297k 6.5k 45.52
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $297k 5.9k 50.61
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $294k 1.2k 237.63
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS) 0.0 $292k 5.7k 51.15
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $291k 3.0k 97.73
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) 0.0 $288k 6.4k 44.91
Pgim Rock Etf Tr S&p 500 Buffer (PBFB) 0.0 $284k 9.4k 30.04
Tidal Trust Ii Roundhill Gener (CHAT) 0.0 $279k 4.5k 61.84
Ishares Tr Cybersecurity (IHAK) 0.0 $276k 6.3k 43.65
Capital Group Equity Etf Tr Us Small And Mid (CGMM) 0.0 $276k 9.4k 29.36
Pgim Rock Etf Tr S&p 500 Buffer (OCTP) 0.0 $275k 9.3k 29.63
Ishares Tr Future Ai & Tech (ARTY) 0.0 $275k 5.9k 46.53
First Tr Exchange-traded SHS (FDL) 0.0 $275k 5.4k 50.80
Micron Technology (MU) 0.0 $271k 803.00 337.76
Host Hotels & Resorts (HST) 0.0 $268k 14k 19.16
Pgim Rock Etf Tr S&p 500 Buffer (PBJA) 0.0 $265k 8.7k 30.43
Freeport Mcmoran CL B (FCX) 0.0 $263k 4.5k 58.79
Ishares Tr Ibonds Dec 2034 (IBDZ) 0.0 $262k 10k 26.06
Realty Income (O) 0.0 $262k 4.3k 61.17
Motorola Solutions Com New (MSI) 0.0 $260k 599.00 434.01
Fidelity Covington Trust Enhanced High Yi (FDHY) 0.0 $259k 5.3k 48.54
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN) 0.0 $254k 9.9k 25.75
Pgim Rock Etf Tr S&p 500 Buffer (PBMR) 0.0 $254k 8.4k 30.32
UnitedHealth (UNH) 0.0 $253k 934.00 270.70
Vanguard World Consum Stp Etf (VDC) 0.0 $252k 1.1k 224.61
Hershey Company (HSY) 0.0 $251k 1.2k 207.96
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $251k 4.1k 61.27
Gilead Sciences (GILD) 0.0 $250k 1.8k 139.38
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR) 0.0 $249k 6.1k 40.47
Us Bancorp Com New (USB) 0.0 $247k 4.8k 52.01
Medtronic SHS (MDT) 0.0 $246k 2.8k 86.64
Quanta Services (PWR) 0.0 $245k 447.00 549.05
S&p Global (SPGI) 0.0 $245k 575.00 425.44
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $243k 7.3k 33.22
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $239k 3.4k 70.36
Pgim Rock Etf Tr S&p 500 Buffer (PBDE) 0.0 $239k 8.2k 29.01
Shell Spon Ads (SHEL) 0.0 $238k 2.6k 92.99
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $238k 21k 11.27
Kratos Defense & Sec Solutio Com New (KTOS) 0.0 $236k 3.3k 70.51
Kroger (KR) 0.0 $233k 3.2k 72.37
Fiserv (FISV) 0.0 $231k 4.1k 55.80
Hca Holdings (HCA) 0.0 $227k 480.00 472.86
Vanguard Index Fds Large Cap Etf (VV) 0.0 $227k 759.00 298.92
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 0.0 $227k 4.7k 47.91
Enbridge (ENB) 0.0 $227k 4.2k 54.13
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $223k 2.0k 112.28
Exchange Traded Concepts Tru Robo Glb Etf (ROBO) 0.0 $223k 3.3k 68.43
Cme (CME) 0.0 $220k 746.00 295.28
Devon Energy Corporation (DVN) 0.0 $217k 4.3k 50.32
Arista Networks Com Shs (ANET) 0.0 $217k 1.8k 122.78
Enterprise Products Partners (EPD) 0.0 $216k 5.7k 37.84
Comfort Systems USA (FIX) 0.0 $215k 156.00 1380.90
Tortoise Capital Series Trus Ai Infrastructur (TCAI) 0.0 $215k 6.2k 34.64
Constellation Energy (CEG) 0.0 $215k 768.00 279.37
Spdr Series Trust State Street Spd (XSD) 0.0 $213k 652.00 326.24
Ishares Tr Rus 1000 Etf (IWB) 0.0 $212k 595.00 356.76
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $212k 4.3k 48.93
Ishares Tr Morningstar Grwt (ILCG) 0.0 $212k 2.2k 95.48
American Water Works (AWK) 0.0 $210k 1.5k 136.12
Sempra Energy (SRE) 0.0 $208k 2.1k 97.17
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $206k 1.5k 138.37
Fastenal Company (FAST) 0.0 $203k 4.4k 46.40
ConocoPhillips (COP) 0.0 $202k 1.5k 132.04
Xylem (XYL) 0.0 $200k 1.7k 119.52
Natwest Group Spons Adr (NWG) 0.0 $168k 11k 14.90
Nuscale Pwr Corp Cl A Com (SMR) 0.0 $166k 15k 10.84
Quantumscape Corp Com Cl A (QS) 0.0 $103k 16k 6.38
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $76k 32k 2.39
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $69k 14k 5.03
Peloton Interactive Cl A Com (PTON) 0.0 $48k 11k 4.29
Brandywine Rlty Tr Sh Ben Int New (BDN) 0.0 $32k 12k 2.71
Recursion Pharmaceuticals In Cl A (RXRX) 0.0 $31k 10k 3.07
Amc Entmt Hldgs Cl A New (AMC) 0.0 $20k 20k 0.98