Leo Wealth

Leo Wealth as of March 31, 2026

Portfolio Holdings for Leo Wealth

Leo Wealth holds 452 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
Vanguard World Esg Us Stk Etf (ESGV) 5.6 $78M 693k 112.27
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 4.0 $55M 443k 125.13
American Centy Etf Tr Us Eqt Etf (AVUS) 3.8 $53M 472k 111.18
Vanguard World Esg Intl Stk Etf (VSGX) 3.6 $50M 694k 71.73
Ishares Tr 7-10 Yr Trsy Bd (IEF) 3.2 $44M 465k 95.44
Affirm Hldgs Com Cl A (AFRM) 3.1 $42M 925k 45.82
Johnson & Johnson (JNJ) 3.0 $42M 171k 244.44
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.4 $33M 305k 108.99
Spdr Series Trust State Street Spd (SPYM) 2.3 $32M 419k 76.50
Apple (AAPL) 2.2 $30M 119k 253.79
Amazon (AMZN) 2.0 $27M 130k 208.27
Janus Detroit Str Tr Henderson Mtg (JMBS) 1.9 $27M 594k 45.18
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.8 $24M 787k 30.68
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 1.4 $20M 263k 75.74
Wisdomtree Tr Floatng Rat Trea (USFR) 1.3 $18M 344k 50.91
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.2 $17M 590k 29.13
J P Morgan Exchange Traded F Hedged Equity La (HELO) 1.1 $16M 244k 63.88
Microsoft Corporation (MSFT) 1.1 $16M 42k 370.17
Ishares Jp Mrg Em Crp Bd (CEMB) 1.1 $15M 339k 45.28
Spdr Series Trust Bloomberg Intl (IBND) 1.0 $14M 463k 31.08
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.0 $14M 166k 82.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $13M 27k 479.07
Ishares Jp Morgan Em Etf (LEMB) 0.9 $13M 309k 40.80
Honeywell International (HON) 0.9 $12M 55k 226.03
Ishares Msci Emrg Chn (EMXC) 0.9 $12M 157k 78.66
NVIDIA Corporation (NVDA) 0.9 $12M 70k 174.40
Ge Vernova (GEV) 0.8 $11M 13k 872.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $11M 19k 597.54
Ishares Tr Msci World Small (WSML) 0.8 $11M 362k 31.06
Ishares Tr Glob Hlthcre Etf (IXJ) 0.8 $11M 120k 93.54
Vanguard Index Fds Growth Etf (VUG) 0.8 $11M 25k 436.79
Simplify Exchange Traded Fun Hedged Equity (HEQT) 0.8 $11M 334k 31.50
Wisdomtree Tr Enhncd Cmmdty St (GCC) 0.8 $10M 436k 23.94
McDonald's Corporation (MCD) 0.7 $9.0M 29k 310.79
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 0.6 $8.8M 419k 21.03
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $8.6M 99k 86.69
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.6 $8.6M 370k 23.17
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.6 $8.3M 384k 21.68
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $8.1M 38k 215.06
Alphabet Cap Stk Cl A (GOOGL) 0.6 $8.1M 28k 287.56
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $7.9M 12k 650.35
Dbx Etf Tr Xtrack Msci All (DBAW) 0.6 $7.7M 181k 42.69
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSJV) 0.5 $7.3M 283k 25.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $7.3M 13k 577.19
Blackrock (BLK) 0.5 $7.2M 7.4k 961.65
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $6.4M 100k 64.08
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.5 $6.4M 142k 44.91
Ishares Tr Core S&p500 Etf (IVV) 0.5 $6.2M 9.5k 653.21
Exxon Mobil Corporation (XOM) 0.4 $6.1M 36k 169.66
Franklin Templeton Etf Tr Ftse China (FLCH) 0.4 $5.5M 247k 22.39
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $5.3M 43k 124.31
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.4 $5.1M 108k 47.08
Ishares Tr Ibds Dec28 Etf (IBDT) 0.4 $5.0M 196k 25.33
Ishares Tr Ibonds 27 Etf (IBDS) 0.4 $4.9M 203k 24.24
Alphabet Cap Stk Cl C (GOOG) 0.4 $4.9M 17k 286.86
Mastercard Incorporated Cl A (MA) 0.4 $4.8M 9.7k 499.64
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $4.7M 22k 211.15
Broadcom (AVGO) 0.3 $4.7M 15k 309.50
Verizon Communications (VZ) 0.3 $4.7M 93k 50.20
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.3 $4.6M 238k 19.52
Spdr Gold Tr Gold Shs (GLD) 0.3 $4.6M 11k 430.29
Emerson Electric (EMR) 0.3 $4.6M 35k 131.02
At&t (T) 0.3 $4.6M 158k 28.99
Spdr Series Trust State Stret Spdr (CERY) 0.3 $4.5M 127k 35.24
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $4.5M 178k 25.10
Ishares Tr Ibonds Dec 29 (IBDU) 0.3 $4.4M 191k 23.26
Vanguard Index Fds Value Etf (VTV) 0.3 $4.4M 22k 196.20
International Business Machines (IBM) 0.3 $4.4M 18k 242.39
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $4.3M 13k 320.81
Chevron Corporation (CVX) 0.3 $4.2M 20k 206.90
Biogen Idec (BIIB) 0.3 $4.2M 23k 183.33
Meta Platforms Cl A (META) 0.3 $4.1M 7.2k 572.12
Cisco Systems (CSCO) 0.3 $4.1M 53k 77.59
Bristol Myers Squibb (BMY) 0.3 $4.0M 66k 60.65
Wal-Mart Stores (WMT) 0.3 $3.9M 31k 124.28
Duke Energy Corp Com New (DUK) 0.3 $3.8M 29k 130.94
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $3.6M 8.5k 426.38
Abbvie (ABBV) 0.3 $3.5M 16k 217.49
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $3.4M 62k 54.55
Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $3.3M 137k 24.24
Netflix (NFLX) 0.2 $3.3M 34k 96.15
Vanguard World Mega Cap Index (MGC) 0.2 $3.3M 14k 236.35
Wisdomtree Tr Em Ex St-owned (XSOE) 0.2 $3.2M 80k 40.10
Nuveen Insured Tax-Free Adv Munici (NEA) 0.2 $3.2M 283k 11.23
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.2 $3.2M 319k 9.87
Eli Lilly & Co. (LLY) 0.2 $3.1M 3.4k 919.87
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.2 $3.1M 131k 23.63
Western Asset Managed Municipals Fnd (MMU) 0.2 $3.1M 300k 10.28
Merck & Co (MRK) 0.2 $3.0M 25k 120.29
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $2.9M 32k 92.69
Pfizer (PFE) 0.2 $2.9M 104k 28.08
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $2.9M 38k 77.12
Blackrock Muniyield Insured Fund (MYI) 0.2 $2.9M 275k 10.51
Ishares Tr Core Div Grwth (DGRO) 0.2 $2.9M 41k 70.18
BlackRock MuniHoldings Fund (MHD) 0.2 $2.8M 251k 11.28
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $2.8M 36k 78.77
Costco Wholesale Corporation (COST) 0.2 $2.8M 2.8k 996.38
Ishares Tr Ibonds Dec 2030 (IBDV) 0.2 $2.7M 124k 21.89
Progressive Corporation (PGR) 0.2 $2.7M 14k 198.24
Kenvue (KVUE) 0.2 $2.7M 155k 17.24
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $2.7M 19k 141.42
Goldman Sachs (GS) 0.2 $2.5M 3.0k 846.04
Comcast Corp Cl A (CMCSA) 0.2 $2.5M 87k 28.71
Novartis Sponsored Adr (NVS) 0.2 $2.4M 16k 152.75
Asml Hldg Nv N Y Registry Shs (ASML) 0.2 $2.4M 1.8k 1321.04
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.2 $2.4M 33k 71.61
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $2.3M 43k 54.05
JPMorgan Chase & Co. (JPM) 0.2 $2.3M 7.8k 294.17
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $2.3M 45k 50.61
Shell Spon Ads (SHEL) 0.2 $2.3M 25k 93.00
Tesla Motors (TSLA) 0.2 $2.3M 6.1k 371.74
Vanguard Index Fds Large Cap Etf (VV) 0.2 $2.2M 7.5k 298.85
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.2 $2.2M 4.8k 463.18
Totalenergies Se Act (TTE) 0.2 $2.2M 24k 90.98
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $2.2M 33k 67.53
Lemonade (LMND) 0.2 $2.1M 34k 62.68
Booking Holdings (BKNG) 0.2 $2.1M 497.00 4211.08
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $2.0M 91k 22.28
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $2.0M 44k 46.23
Kimberly-Clark Corporation (KMB) 0.1 $2.0M 21k 96.47
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $2.0M 119k 16.72
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $2.0M 100k 19.62
Eversource Energy (ES) 0.1 $1.9M 28k 69.28
Lockheed Martin Corporation (LMT) 0.1 $1.9M 3.1k 604.30
Exelon Corporation (EXC) 0.1 $1.9M 38k 49.02
General Mills (GIS) 0.1 $1.9M 51k 37.22
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.9M 13k 148.10
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.9M 25k 73.77
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $1.9M 83k 22.43
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $1.9M 15k 125.46
Resolute Hldgs Mgmt (RHLD) 0.1 $1.8M 11k 162.30
Vodafone Group Sponsored Adr (VOD) 0.1 $1.8M 123k 15.02
Sanofi Sa Sponsored Adr (SNY) 0.1 $1.8M 38k 48.18
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $1.8M 82k 21.84
Visa Com Cl A (V) 0.1 $1.8M 5.9k 302.25
Procter & Gamble Company (PG) 0.1 $1.8M 12k 144.44
Ishares Tr High Yld Systm B (HYDB) 0.1 $1.7M 37k 46.52
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.7M 18k 97.23
American Electric Power Company (AEP) 0.1 $1.7M 13k 131.08
Bce Com New (BCE) 0.1 $1.7M 68k 25.24
Vici Pptys (VICI) 0.1 $1.7M 62k 27.32
Prudential Financial (PRU) 0.1 $1.7M 17k 97.69
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $1.7M 6.7k 248.83
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $1.7M 24k 68.47
Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) 0.1 $1.6M 17k 97.55
GSK Sponsored Adr (GSK) 0.1 $1.6M 29k 55.19
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $1.6M 31k 50.37
Coca-Cola Company (KO) 0.1 $1.5M 20k 76.05
S&p Global (SPGI) 0.1 $1.5M 3.6k 425.35
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $1.5M 29k 52.56
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) 0.1 $1.5M 58k 25.51
Invesco Db Multi-sector Comm Base Metals Fd (DBB) 0.1 $1.5M 62k 23.50
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $1.4M 29k 48.05
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $1.4M 40k 33.77
Micron Technology (MU) 0.1 $1.4M 4.0k 337.86
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.4M 9.8k 138.32
Home Depot (HD) 0.1 $1.3M 4.1k 328.89
American Express Company (AXP) 0.1 $1.3M 4.4k 302.48
Gilead Sciences (GILD) 0.1 $1.3M 9.0k 139.37
Waste Management (WM) 0.1 $1.3M 5.5k 229.78
FirstEnergy (FE) 0.1 $1.2M 25k 50.66
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $1.2M 32k 38.42
Advanced Micro Devices (AMD) 0.1 $1.2M 6.1k 203.42
Ge Aerospace Com New (GE) 0.1 $1.2M 4.3k 283.76
Deckers Outdoor Corporation (DECK) 0.1 $1.2M 12k 100.09
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.2M 12k 97.13
Enterprise Products Partners (EPD) 0.1 $1.2M 30k 37.84
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $1.1M 11k 100.66
EOG Resources (EOG) 0.1 $1.1M 7.8k 144.56
Allstate Corporation (ALL) 0.1 $1.1M 5.4k 207.33
MercadoLibre (MELI) 0.1 $1.1M 642.00 1729.28
Uber Technologies (UBER) 0.1 $1.1M 15k 71.93
Graniteshares Gold Tr Shs Ben Int (BAR) 0.1 $1.1M 24k 46.13
Caterpillar (CAT) 0.1 $1.1M 1.5k 708.51
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.1 $1.1M 58k 18.66
Pepsi (PEP) 0.1 $1.1M 6.9k 155.28
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $1.1M 21k 49.99
Abbott Laboratories (ABT) 0.1 $1.0M 10k 102.67
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $1.0M 11k 99.27
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.0M 21k 49.89
Spdr Series Trust State Street Spd (SPYD) 0.1 $1.0M 23k 45.52
Altria (MO) 0.1 $1.0M 16k 65.99
Philip Morris International (PM) 0.1 $1.0M 6.1k 165.35
Southern Company (SO) 0.1 $992k 10k 96.52
Citigroup Com New (C) 0.1 $991k 8.7k 113.42
Accenture Plc Ireland Shs Class A (ACN) 0.1 $991k 5.0k 198.31
Travelers Companies (TRV) 0.1 $981k 3.4k 291.70
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $974k 8.5k 114.83
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.1 $948k 42k 22.36
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $936k 5.1k 184.29
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $934k 2.8k 337.93
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $924k 15k 61.26
Palantir Technologies Cl A (PLTR) 0.1 $924k 6.3k 146.29
Invesco Db Multi-sector Comm Energy Fd (DBE) 0.1 $921k 31k 29.47
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.1 $910k 9.9k 92.34
Vanguard World Inf Tech Etf (VGT) 0.1 $904k 1.3k 697.65
Ross Stores (ROST) 0.1 $888k 4.1k 216.65
Raytheon Technologies Corp (RTX) 0.1 $877k 4.5k 192.89
Te Connectivity Ord Shs (TEL) 0.1 $871k 4.2k 209.04
Solstice Advanced Matls Com Shs (SOLS) 0.1 $858k 11k 76.16
Ishares Tr Russell 2000 Etf (IWM) 0.1 $842k 3.4k 248.02
Palo Alto Networks (PANW) 0.1 $839k 5.2k 160.33
salesforce (CRM) 0.1 $828k 4.4k 186.68
Ishares Tr Ibonds Dec 2031 (IBDW) 0.1 $827k 40k 20.93
Corning Incorporated (GLW) 0.1 $811k 6.0k 135.98
Nuveen Equity Premium and Growth Fund (SPXX) 0.1 $801k 50k 16.07
Cognizant Technology Solutio Cl A (CTSH) 0.1 $801k 13k 61.35
Oracle Corporation (ORCL) 0.1 $799k 5.4k 147.11
Ishares Silver Tr Ishares (SLV) 0.1 $797k 12k 68.14
Ishares Tr Select Divid Etf (DVY) 0.1 $792k 5.2k 151.42
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $788k 11k 75.10
Ishares Core Msci Emkt (IEMG) 0.1 $782k 11k 69.75
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) 0.1 $776k 15k 50.75
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $770k 89k 8.66
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $769k 9.8k 78.41
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $754k 9.1k 82.75
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $753k 13k 56.68
Oneok (OKE) 0.1 $753k 8.3k 90.39
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $726k 3.4k 213.66
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.1 $725k 2.5k 295.11
Vertiv Holdings Com Cl A (VRT) 0.1 $711k 2.8k 250.61
Lam Research Corp Com New (LRCX) 0.1 $706k 3.3k 213.67
Edwards Lifesciences (EW) 0.1 $705k 8.8k 80.08
Enbridge (ENB) 0.1 $690k 13k 54.14
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $675k 8.0k 84.91
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $671k 33k 20.41
Bank of America Corporation (BAC) 0.0 $666k 14k 48.75
Amgen (AMGN) 0.0 $656k 1.9k 351.87
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $651k 11k 59.55
Boeing Company (BA) 0.0 $647k 3.2k 199.02
Cummins (CMI) 0.0 $643k 1.2k 537.97
CVS Caremark Corporation (CVS) 0.0 $633k 8.8k 71.82
United Parcel Svcs CL B (UPS) 0.0 $625k 6.4k 98.38
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $624k 8.8k 70.91
Blackstone Group Inc Com Cl A (BX) 0.0 $623k 5.4k 114.99
Adobe Systems Incorporated (ADBE) 0.0 $622k 2.6k 243.04
Hologic 0.0 $621k 8.2k 75.59
Cameco Corporation (CCJ) 0.0 $617k 5.7k 108.62
Vanguard Index Fds Small Cp Etf (VB) 0.0 $616k 2.4k 261.87
Global Partners Com Units (GLP) 0.0 $611k 15k 42.10
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $610k 13k 48.46
Vanguard World Financials Etf (VFH) 0.0 $606k 5.0k 120.82
Vaneck Etf Trust Rare Earth And S (REMX) 0.0 $602k 6.8k 88.00
Spdr Index Shs Fds State Street Spd (SPDW) 0.0 $596k 13k 45.65
Crowdstrike Hldgs Cl A (CRWD) 0.0 $589k 1.5k 390.52
ConocoPhillips (COP) 0.0 $589k 4.5k 132.01
Ishares Tr Core Msci Eafe (IEFA) 0.0 $569k 6.3k 90.53
Ishares Tr Ibond Dec 2030 (IBTK) 0.0 $566k 29k 19.72
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $566k 4.1k 138.35
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $553k 4.7k 118.62
First Tr Exchange-traded SHS (FVD) 0.0 $552k 12k 47.03
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $550k 22k 25.64
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU) 0.0 $542k 21k 25.74
Synopsys (SNPS) 0.0 $538k 1.3k 400.02
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.0 $535k 9.7k 54.93
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $534k 865.00 617.04
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.0 $524k 7.6k 68.91
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $522k 27k 19.22
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.0 $520k 26k 20.42
Zeta Global Holdings Corp Cl A (ZETA) 0.0 $517k 33k 15.92
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $513k 10k 50.95
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.0 $513k 11k 46.43
Ishares Tr Ibonds Dec 2031 (IBTL) 0.0 $509k 25k 20.40
Colgate-Palmolive Company (CL) 0.0 $507k 5.9k 85.23
Intuitive Surgical Com New (ISRG) 0.0 $505k 1.1k 461.15
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) 0.0 $503k 5.9k 85.63
Eaton Corp SHS (ETN) 0.0 $502k 1.4k 357.61
FedEx Corporation (FDX) 0.0 $501k 1.4k 356.07
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $500k 12k 42.56
Abrdn Palladium Etf Trust Physical Palladm (PALL) 0.0 $497k 3.7k 134.70
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $495k 2.6k 191.80
Cme (CME) 0.0 $494k 1.7k 295.40
Intuit (INTU) 0.0 $493k 1.1k 432.45
Wells Fargo & Company (WFC) 0.0 $489k 6.1k 79.60
Freeport Mcmoran CL B (FCX) 0.0 $486k 8.3k 58.78
Spdr Series Trust State Street Spd (SPYG) 0.0 $486k 5.0k 97.92
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $483k 1.3k 383.33
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.0 $483k 9.8k 49.37
Mondelez Intl Cl A (MDLZ) 0.0 $473k 8.2k 57.64
Ishares Asia/pac Div Etf (DVYA) 0.0 $469k 9.7k 48.26
L3harris Technologies (LHX) 0.0 $468k 1.4k 345.14
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $467k 9.4k 49.37
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.0 $466k 20k 22.91
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $464k 2.2k 208.03
Lowe's Companies (LOW) 0.0 $454k 1.9k 236.23
Linde SHS (LIN) 0.0 $435k 878.00 495.90
Amphenol Corp Cl A (APH) 0.0 $433k 3.4k 126.36
Ishares Tr Ibonds Dec 2029 (IBMR) 0.0 $433k 17k 25.35
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $428k 11k 39.68
Grayscale Ethereum Staking E SHS (ETHE) 0.0 $427k 25k 17.07
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $424k 17k 24.91
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $418k 7.9k 52.76
Spdr Series Trust State Street Spd (SPYV) 0.0 $416k 7.4k 56.58
Msci (MSCI) 0.0 $415k 770.00 539.01
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.0 $413k 4.5k 92.67
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $411k 7.7k 53.22
Morgan Stanley Com New (MS) 0.0 $408k 2.5k 164.59
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $406k 3.4k 118.45
Medtronic SHS (MDT) 0.0 $402k 4.6k 86.65
DTE Energy Company (DTE) 0.0 $402k 2.8k 146.24
Evergy (EVRG) 0.0 $401k 4.9k 81.92
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $400k 7.6k 52.54
3M Company (MMM) 0.0 $396k 2.7k 145.23
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $396k 2.7k 146.59
Ishares Tr Ibonds Dec 2032 (IBTM) 0.0 $395k 17k 22.93
Southern Copper Corporation (SCCO) 0.0 $393k 2.3k 172.07
Welltower Inc Com reit (WELL) 0.0 $391k 2.0k 197.75
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.0 $386k 17k 22.34
Envela Corporation (ELA) 0.0 $384k 23k 16.66
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.0 $383k 7.7k 49.81
Axon Enterprise (AXON) 0.0 $382k 899.00 424.69
UnitedHealth (UNH) 0.0 $380k 1.4k 270.58
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $380k 2.0k 189.63
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $379k 21k 17.75
Realty Income (O) 0.0 $376k 6.2k 61.18
Zions Bancorporation (ZION) 0.0 $369k 6.4k 57.62
MetLife (MET) 0.0 $368k 5.2k 70.72
Servicenow (NOW) 0.0 $366k 3.5k 104.56
Select Sector Spdr Tr State Street Com (XLC) 0.0 $364k 3.3k 110.87
Franklin Templeton Etf Tr Ftse South Korea (FLKR) 0.0 $360k 9.0k 39.87
Capital One Financial (COF) 0.0 $358k 2.0k 182.43
J P Morgan Exchange Traded F Short Dura Core (JSCP) 0.0 $357k 7.6k 47.30
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $352k 8.3k 42.49
Ishares Tr National Mun Etf (MUB) 0.0 $350k 3.3k 106.14
Dow (DOW) 0.0 $348k 8.4k 41.65
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $348k 7.3k 47.53
Glacier Ban (GBCI) 0.0 $345k 7.7k 44.67
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $342k 7.3k 46.95
TransDigm Group Incorporated (TDG) 0.0 $341k 294.00 1158.96
Texas Instruments Incorporated (TXN) 0.0 $340k 1.8k 194.09
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $336k 3.1k 109.67
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $334k 2.1k 161.75
Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $334k 4.9k 68.79
General Dynamics Corporation (GD) 0.0 $333k 970.00 343.25
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $332k 4.3k 77.18
Select Sector Spdr Tr State Street Con (XLY) 0.0 $332k 3.0k 108.99
Atmos Energy Corporation (ATO) 0.0 $331k 1.8k 184.76
Avantor (AVTR) 0.0 $331k 42k 7.84
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $331k 1.6k 205.85
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $330k 1.7k 191.90
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $330k 1.6k 203.75
Ishares Tr Future Ai & Tech (ARTY) 0.0 $327k 7.0k 46.53
Qualcomm (QCOM) 0.0 $326k 2.5k 128.76
Omni (OMC) 0.0 $324k 4.3k 75.31
Blue Owl Technology Fin Corp Common Stock (OTF) 0.0 $324k 26k 12.39
Ase Technology Hldg Sponsored Ads (ASX) 0.0 $324k 15k 21.68
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) 0.0 $320k 3.7k 85.61
British Amern Tob Sponsored Adr (BTI) 0.0 $320k 5.5k 58.47
Spdr Series Trust State Street Spd (SDY) 0.0 $320k 2.2k 145.94
Starwood Property Trust (STWD) 0.0 $319k 19k 17.22
Spotify Technology S A SHS (SPOT) 0.0 $315k 650.00 484.91
Target Corporation (TGT) 0.0 $314k 2.6k 121.21
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $314k 14k 23.22
Bunge Global Sa Com Shs (BG) 0.0 $313k 2.5k 127.22
Select Sector Spdr Tr State Street Con (XLP) 0.0 $309k 3.8k 81.99
Boston Scientific Corporation (BSX) 0.0 $304k 4.8k 62.75
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $301k 961.00 313.65
Clorox Company (CLX) 0.0 $301k 2.9k 103.62
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $301k 767.00 391.76
Antero Midstream Corp antero midstream (AM) 0.0 $300k 13k 22.80
General Motors Company (GM) 0.0 $300k 4.0k 74.50
Spdr Series Trust State Street Spd (SPTS) 0.0 $297k 10k 29.18
Kinder Morgan (KMI) 0.0 $296k 8.8k 33.53
SEI Investments Company (SEIC) 0.0 $295k 3.8k 78.47
Applied Materials (AMAT) 0.0 $291k 852.00 341.84
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $291k 4.9k 59.03
Us Bancorp Com New (USB) 0.0 $287k 5.5k 52.01
Consolidated Edison (ED) 0.0 $285k 2.5k 113.17
Ishares Ethereum Tr SHS (ETHA) 0.0 $285k 18k 15.83
Intel Corporation (INTC) 0.0 $285k 6.4k 44.13
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $282k 12k 22.98
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $282k 1.2k 239.95
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $282k 1.7k 165.69
Devon Energy Corporation (DVN) 0.0 $282k 5.6k 50.32
Spdr Series Trust State Street Spd (SPHY) 0.0 $281k 12k 23.32
Kimco Realty Corporation (KIM) 0.0 $280k 12k 22.47
Ishares Tr Hdg Msci Japan (HEWJ) 0.0 $279k 5.0k 56.28
Cardinal Health (CAH) 0.0 $277k 1.3k 211.32
Toronto Dominion Bk Ont Com New (TD) 0.0 $277k 3.0k 93.31
Starbucks Corporation (SBUX) 0.0 $275k 3.1k 89.59
Applovin Corp Com Cl A (APP) 0.0 $275k 690.00 398.00
Fidelity Covington Trust Enhanced Large (FELV) 0.0 $271k 7.8k 34.91
Rhythm Pharmaceuticals (RYTM) 0.0 $269k 3.1k 86.97
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $264k 5.7k 46.47
Fidelity Covington Trust Enhanced Large (FELC) 0.0 $264k 7.3k 36.27
Agnico (AEM) 0.0 $262k 1.3k 202.98
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $261k 584.00 446.54
Vanguard World Health Car Etf (VHT) 0.0 $261k 956.00 272.44
Ishares Tr Ibonds Dec 28 (IBMQ) 0.0 $256k 10k 25.53
Grayscale Ethereum Staking Shs New (ETH) 0.0 $254k 13k 19.86
Ishares Tr U.s. Tech Etf (IYW) 0.0 $253k 1.4k 181.42
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $253k 4.5k 56.79
Series Portfolios Tr Eldridge Bbb B (CLOZ) 0.0 $253k 9.9k 25.65
Vanguard World Energy Etf (VDE) 0.0 $252k 1.5k 173.01
Canadian Natural Resources (CNQ) 0.0 $252k 5.2k 48.73
First Tr Exchange-traded SHS (FDL) 0.0 $251k 4.9k 50.80
Janus Henderson Group Ord Shs (JHG) 0.0 $250k 4.9k 51.37
Simon Property (SPG) 0.0 $244k 1.3k 186.50
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $242k 737.00 328.85
Nike CL B (NKE) 0.0 $240k 4.5k 52.82
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $239k 7.8k 30.50
Nextera Energy (NEE) 0.0 $239k 2.6k 92.88
Union Pacific Corporation (UNP) 0.0 $239k 986.00 242.54
Dominion Resources (D) 0.0 $238k 3.8k 61.83
Edison International (EIX) 0.0 $237k 3.2k 73.17
Howmet Aerospace (HWM) 0.0 $236k 1.0k 230.51
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $235k 3.8k 62.55
Wisdomtree Tr India Hedged Equ (INDH) 0.0 $234k 6.2k 38.03
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $233k 2.1k 109.10
Lyondellbasell Industries Nv Shs - A - (LYB) 0.0 $232k 2.9k 80.57
Portland Gen Elec Com New (POR) 0.0 $228k 4.3k 52.77
Authid (AUID) 0.0 $225k 173k 1.30
Pure Cycle Corp Com New (PCYO) 0.0 $224k 22k 10.06
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.0 $223k 6.3k 35.37
Vaneck Etf Trust High Yld Munietf (HYD) 0.0 $222k 4.4k 50.14
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.0 $221k 4.2k 52.46
Paypal Holdings (PYPL) 0.0 $218k 4.8k 45.23
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.0 $216k 7.2k 29.99
EastGroup Properties (EGP) 0.0 $216k 1.2k 185.14
TJX Companies (TJX) 0.0 $215k 1.3k 159.73
Fair Isaac Corporation (FICO) 0.0 $214k 200.00 1067.54
Williams Companies (WMB) 0.0 $209k 2.9k 72.78
Phillips 66 (PSX) 0.0 $209k 1.1k 182.21
Vanguard World Utilities Etf (VPU) 0.0 $208k 1.1k 198.18
Analog Devices (ADI) 0.0 $208k 653.00 318.16
Dupont De Nemours (DD) 0.0 $208k 4.5k 45.80
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $207k 1.6k 128.13
Flushing Financial Corporation (FFIC) 0.0 $207k 14k 15.36
Kkr & Co (KKR) 0.0 $207k 2.2k 92.49
Boyd Gaming Corporation (BYD) 0.0 $207k 2.5k 82.16
Ishares Tr Msci Usa Value (VLUE) 0.0 $206k 1.5k 142.17
Nutrien (NTR) 0.0 $205k 2.7k 75.46
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.0 $205k 3.0k 68.34
Chord Energy Corporation Com New (CHRD) 0.0 $205k 1.4k 142.19
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $204k 4.5k 45.62
Ishares Gold Tr Ishares New (IAU) 0.0 $203k 2.3k 88.17
Etf Ser Solutions Defiance Quantum (QTUM) 0.0 $202k 1.9k 107.29
MKS Instruments (MKSI) 0.0 $201k 875.00 229.81
Vale S A Sponsored Ads (VALE) 0.0 $190k 12k 15.91
Gpgi Com Cl A (GPGI) 0.0 $187k 11k 17.10
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.0 $184k 11k 16.97
Ford Motor Company (F) 0.0 $176k 15k 11.54
Pimco Dynamic Income SHS (PDI) 0.0 $171k 10k 17.11
United Microelectronics Corp Spon Adr New (UMC) 0.0 $150k 17k 8.98
United States Antimony (UAMY) 0.0 $148k 17k 8.73
Uipath Cl A (PATH) 0.0 $128k 12k 11.10
Haleon Spon Ads (HLN) 0.0 $113k 11k 10.01
Ambev Sa Sponsored Adr (ABEV) 0.0 $98k 33k 2.92
Fate Therapeutics (FATE) 0.0 $85k 70k 1.20
Melco Resorts And Entmnt Adr (MLCO) 0.0 $68k 12k 5.68
Grab Holdings Class A Ord (GRAB) 0.0 $63k 17k 3.66
Wipro Spon Adr 1 Sh (WIT) 0.0 $40k 19k 2.12