Lowe fs

Lowe Wealth Advisors as of June 30, 2025

Portfolio Holdings for Lowe Wealth Advisors

Lowe Wealth Advisors holds 365 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Etf (SPY) 30.7 $79M 127k 617.85
Invesco QQQ Trust Unit Ser 1 (QQQ) 9.6 $25M 45k 551.63
iShares Tr MSCI USA MinVolatility Etf (USMV) 8.1 $21M 220k 93.87
Vanguard Short-Term Corporate Bond ETF Etf (VCSH) 5.1 $13M 165k 79.50
SPDR Portfolio Short Term Treasury ETF Etf (SPTS) 4.9 $13M 427k 29.29
iShares Gold Trust Etf (IAU) 4.1 $10M 168k 62.36
Horizon Kinetics Inflation Bnfcrs ETF Horizon Kinetics (INFL) 4.0 $10M 245k 42.17
JPMorgan Ultra-Short Income ETF Etf (JPST) 4.0 $10M 201k 50.68
PIMCO Enhanced Short Maturity ETF Etf (MINT) 3.3 $8.4M 83k 100.54
JPMorgan Equity Premium Income ETF Etf (JEPI) 2.6 $6.6M 116k 56.85
iShares DJ US Total Market Index Etf (IYY) 2.0 $5.1M 34k 150.87
iShares International Dividend Gr ETF Etf (IGRO) 1.9 $5.0M 63k 78.89
Vanguard High Dividend Yield ETF Etf (VYM) 1.6 $4.1M 31k 133.31
Global X Copper Miners ETF Etf (COPX) 1.0 $2.6M 57k 45.00
Market Vectors Gold Miners ETF Etf (GDX) 1.0 $2.6M 49k 52.06
SPDR S&P MidCap 400 Etf (MDY) 1.0 $2.5M 4.3k 566.53
SPDR S&P Global Infrastructure ETF Etf (GII) 0.7 $1.9M 28k 67.33
Microsoft Corporation (MSFT) 0.6 $1.5M 3.0k 497.46
AB Ultra Short Income ETF Ultra Short Incm (YEAR) 0.5 $1.4M 28k 50.66
iShares Russell 3000 Etf (IWV) 0.5 $1.3M 3.8k 351.00
Vanguard Intl Hi Div Yld Idx ETF Etf (VYMI) 0.5 $1.3M 16k 80.11
Invesco FTSE RAFI Emerging Markets ETF Etf (PXH) 0.5 $1.2M 53k 23.39
JPMorgan Short Duration Core Plus ETF Etf (JSCP) 0.4 $1.1M 24k 47.44
Invesco FTSE RAFI Dev Mkts ex-US ETF Etf (PXF) 0.4 $1.1M 19k 57.42
WisdomTree India Earnings ETF Etf (EPI) 0.4 $1.1M 23k 47.47
McCormick & Company, Incorporated (MKC) 0.4 $1.1M 14k 75.82
ProShares S&P 500 Dividend Aristocrats S&p 500 Dv Arist (NOBL) 0.4 $1.0M 10k 100.70
Pacer US Cash Cows 100 ETF Etf (COWZ) 0.4 $962k 18k 55.10
T. Rowe Price Capital Apprec Eq ETF Cap Appreciation (TCAF) 0.4 $909k 26k 35.28
Apple (AAPL) 0.3 $886k 4.3k 205.17
T. Rowe Price Cap Apprec Prm Inc ETF Capital Apprecia (TCAL) 0.3 $878k 36k 24.70
VanEck Morningstar SMID Moat ETF Etf (SMOT) 0.3 $692k 20k 34.80
Energy Select Sector SPDR (XLE) 0.3 $678k 8.0k 84.80
iShares Emerging Markets Dividend ETF Etf (DVYE) 0.3 $651k 23k 28.65
Vanguard Dividend Apprec Idx ETF Etf (VIG) 0.3 $647k 3.2k 204.67
VanEck CLO ETF Etf (CLOI) 0.2 $551k 10k 52.95
Exxon Mobil Corporation (XOM) 0.2 $532k 4.9k 107.80
Facebook Inc cl a (META) 0.2 $518k 702.00 738.09
Vanguard REIT ETF Etf (VNQ) 0.2 $446k 5.0k 89.06
Ameren Corporation (AEE) 0.2 $397k 4.1k 96.04
Automatic Data Processing (ADP) 0.1 $375k 1.2k 308.40
iShares 3-7 Year Treasury Bond ETF Etf (IEI) 0.1 $371k 3.1k 119.09
iShares Core MSCI EAFE Etf (IEFA) 0.1 $367k 4.4k 83.48
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF Etf (BIL) 0.1 $350k 3.8k 91.73
TJX Companies (TJX) 0.1 $297k 2.4k 123.49
iShares High Dividend Etf (HDV) 0.1 $294k 2.5k 117.17
International Business Machines (IBM) 0.1 $289k 980.00 294.78
iShares Core MSCI Emerging Markets Etf (IEMG) 0.1 $288k 4.8k 60.03
Berkshire Hathaway (BRK.B) 0.1 $279k 574.00 485.77
Schwab International Equity ETF Etf (SCHF) 0.1 $277k 13k 22.10
PPL Corporation (PPL) 0.1 $271k 8.0k 33.89
Vanguard Total Stock Market ETF Etf (VTI) 0.1 $238k 782.00 303.93
Marathon Petroleum Corp (MPC) 0.1 $236k 1.4k 166.11
JPMorgan International Rsrch Enh Eq ETF Etf (JIRE) 0.1 $228k 3.2k 70.77
Reaves Utility Income Fund (UTG) 0.1 $226k 6.3k 36.18
Amazon (AMZN) 0.1 $213k 970.00 219.39
VanEck Morningstar Wide Moat ETF Etf (MOAT) 0.1 $200k 2.1k 93.79
iShares Core S&P 500 Etf (IVV) 0.1 $192k 309.00 620.90
Badger Meter (BMI) 0.1 $191k 780.00 244.95
Vanguard Growth ETF Etf (VUG) 0.1 $188k 429.00 438.40
Public Service Enterprise (PEG) 0.1 $172k 2.0k 84.18
Vanguard Intl Div Apprec ETF Etf (VIGI) 0.1 $169k 1.9k 90.12
iShares MSCI KLD 400 Social ETF Etf (DSI) 0.1 $161k 1.4k 116.16
iShares Core MSCI Pacific ETF Etf (IPAC) 0.1 $160k 2.3k 68.70
iShares S&P 100 Index Fund CBOE Etf (OEF) 0.1 $160k 524.00 304.35
iShares S&P 500 Growth Etf (IVW) 0.1 $159k 1.4k 110.10
Hershey Company (HSY) 0.1 $155k 937.00 165.89
At&t (T) 0.1 $148k 5.1k 28.94
iShares ESG MSCI USA ETF Etf (ESGU) 0.1 $145k 1.1k 135.30
Visa (V) 0.1 $144k 406.00 355.17
Vanguard Emerging Markets Stock Idx ETF Etf (VWO) 0.1 $143k 2.9k 49.46
Coca-Cola Company (KO) 0.1 $142k 2.0k 70.75
Vanguard Value ETF Etf (VTV) 0.1 $139k 789.00 176.74
Vanguard Global ex-US Real Estate ETF Etf (VNQI) 0.1 $139k 3.0k 46.15
iShares Select Dividend Etf (DVY) 0.1 $135k 1.0k 132.81
VanEck Vectors Semiconductor ETF Etf (SMH) 0.1 $135k 484.00 278.88
Jpmorgn Hedgd Eqty Lad Ovrly Etf Etf (HELO) 0.1 $131k 2.1k 62.58
iShares MSCI Emerging Markets Etf (EEM) 0.0 $127k 2.6k 48.23
Quadratic Intrst Rt Vol & Infl H ETF Quadrtc Int Rt (IVOL) 0.0 $127k 6.5k 19.56
Live Nation Entertainment (LYV) 0.0 $121k 800.00 151.28
Broadridge Financial Solutions (BR) 0.0 $119k 491.00 243.03
Prudential Financial (PRU) 0.0 $119k 1.1k 107.44
iShares Core S&P Small-Cap Etf (IJR) 0.0 $113k 1.0k 109.29
SPDR Wells Fargo Preferred Stock ETF Etf (PSK) 0.0 $112k 3.5k 31.76
Schwab US Large-Cap ETF Etf (SCHX) 0.0 $107k 4.4k 24.44
Starbucks Corporation (SBUX) 0.0 $105k 1.1k 91.63
SPDR S&P 500 Growth Etf (SPYG) 0.0 $103k 1.1k 95.32
Home Depot (HD) 0.0 $101k 276.00 366.20
iShares MSCI ACWI ex US ETF Etf (ACWX) 0.0 $100k 1.6k 60.94
iShares iBonds Dec 2030 Term Trsry ETF Etf (IBTK) 0.0 $98k 4.9k 19.84
iShares Russell 2000 Etf (IWM) 0.0 $97k 449.00 215.55
iShares iBonds Dec 2029 Term Tr ETF Etf (IBTJ) 0.0 $96k 4.4k 21.92
iShares iBonds Dec 2028 Term Tr ETF Etf (IBTI) 0.0 $94k 4.2k 22.36
SPDR MSCI ACWI ex-US ETF Etf (CWI) 0.0 $94k 2.9k 32.66
Tesla Motors (TSLA) 0.0 $92k 291.00 317.66
Chevron Corporation (CVX) 0.0 $91k 638.00 143.19
Taiwan Semiconductor Manufacturing Sponsored Adr (TSM) 0.0 $91k 400.00 226.49
Sprott Physical Gold and Silver Trust Tr Unit (CEF) 0.0 $90k 3.0k 30.10
Johnson & Johnson (JNJ) 0.0 $90k 590.00 152.78
Enbridge (ENB) 0.0 $90k 2.0k 45.32
Wal-Mart Stores (WMT) 0.0 $89k 915.00 97.75
Verizon Communications (VZ) 0.0 $89k 2.1k 43.27
iShares Russell Mid-Cap Etf (IWR) 0.0 $88k 958.00 91.97
iShares iBonds Dec 2031 Term Tr ETF Etf (IBTL) 0.0 $87k 4.3k 20.50
Amgen (AMGN) 0.0 $86k 308.00 279.21
Sun Life Financial (SLF) 0.0 $85k 1.3k 66.45
iShares Core S&P Mid-Cap Etf (IJH) 0.0 $84k 1.4k 62.02
Garmin SHS (GRMN) 0.0 $84k 400.00 208.72
Rockwell Automation (ROK) 0.0 $82k 248.00 332.17
General Electric (GE) 0.0 $79k 305.00 257.39
SPDR S&P Oil & Gas Exploration & Production ETF Etf (XOP) 0.0 $77k 612.00 125.80
Utilities SPDR ETF Etf (XLU) 0.0 $75k 915.00 81.66
Alphabet Inc Class C cs (GOOG) 0.0 $74k 417.00 177.39
Procter & Gamble Company (PG) 0.0 $73k 455.00 159.32
Linkbancorp (LNKB) 0.0 $72k 9.9k 7.31
Prologis (PLD) 0.0 $71k 673.00 105.12
Ishares Silver Trust Etf (SLV) 0.0 $69k 2.1k 32.81
iShares International Select Dividend Etf (IDV) 0.0 $69k 2.0k 34.51
VanEck Vectors Fallen Angel HiYld Bd ETF Etf (ANGL) 0.0 $68k 2.3k 29.28
WisdomTree US Dividend ex-Financials ETF Etf (AIVL) 0.0 $67k 591.00 113.06
Lockheed Martin Corporation (LMT) 0.0 $67k 144.00 463.14
Costco Wholesale Corporation (COST) 0.0 $63k 64.00 989.94
Dimensional US High Profitability ETF Us High Profitab (DUHP) 0.0 $63k 1.8k 35.56
Texas Instruments Incorporated (TXN) 0.0 $62k 300.00 207.62
iShares Latin America 40 Etf (ILF) 0.0 $61k 2.3k 26.21
Schwab US Mid-Cap ETF Etf (SCHM) 0.0 $60k 2.1k 28.05
Walt Disney Company (DIS) 0.0 $59k 475.00 124.01
Vanguard FTSE Developed Markets ETF Etf (VEA) 0.0 $59k 1.0k 56.98
DNP Select Income Fund (DNP) 0.0 $59k 6.0k 9.79
JPMorgan Chase & Co. (JPM) 0.0 $58k 201.00 289.91
Newmont Mining Corporation (NEM) 0.0 $58k 990.00 58.26
Freeport-McMoRan Copper & Gold (FCX) 0.0 $58k 1.3k 43.35
PNC Financial Services (PNC) 0.0 $57k 308.00 186.42
Vanguard Large-Cap ETF Etf (VV) 0.0 $57k 200.00 285.30
Air Products & Chemicals (APD) 0.0 $56k 200.00 282.06
American Electric Power Company (AEP) 0.0 $56k 541.00 103.76
Ameriprise Financial (AMP) 0.0 $53k 100.00 533.73
Duke Energy (DUK) 0.0 $53k 452.00 118.00
Intel Corporation (INTC) 0.0 $51k 2.3k 22.40
Vanguard Short Term Bond ETF Etf (BSV) 0.0 $51k 652.00 78.70
MasterCard Incorporated (MA) 0.0 $51k 91.00 561.95
General Mills (GIS) 0.0 $50k 960.00 51.81
Ge Vernova (GEV) 0.0 $48k 91.00 529.15
Cohen & Steers infrastucture Fund (UTF) 0.0 $48k 1.8k 26.95
Vanguard FTSE All-Wld ex-US ETF Etf (VEU) 0.0 $48k 712.00 67.22
Boeing Company (BA) 0.0 $47k 223.00 209.53
NVIDIA Corporation (NVDA) 0.0 $46k 294.00 157.99
iShares Aaa - A Rated Corporate Bond ETF Etf (QLTA) 0.0 $45k 945.00 47.84
iShares Core US REIT ETF Etf (USRT) 0.0 $45k 798.00 56.56
iShares MSCI Japan Etf (EWJ) 0.0 $45k 598.00 74.97
Xcel Energy (XEL) 0.0 $45k 658.00 68.10
McDonald's Corporation (MCD) 0.0 $44k 150.00 292.17
Oracle Corporation (ORCL) 0.0 $44k 200.00 218.63
Goldman Sachs (GS) 0.0 $43k 61.00 707.75
Vanguard Intmdt-Term Trs ETF Etf (VGIT) 0.0 $42k 708.00 59.81
iShares Core S&P Total US Stock Mkt Etf (ITOT) 0.0 $38k 281.00 135.04
Pepsi (PEP) 0.0 $37k 277.00 132.04
Netflix (NFLX) 0.0 $36k 27.00 1339.15
Northrop Grumman Corporation (NOC) 0.0 $36k 71.00 499.99
American Tower Reit (AMT) 0.0 $35k 159.00 221.02
SPDR S&P Regional Banking ETF Etf (KRE) 0.0 $35k 581.00 59.39
Kimbell Royalty Partners Unit (KRP) 0.0 $34k 2.5k 13.96
Schwab US Small-Cap ETF Etf (SCHA) 0.0 $34k 1.3k 25.30
iShares MSCI Mexico ETF Etf (EWW) 0.0 $32k 529.00 60.56
Stryker Corporation (SYK) 0.0 $32k 80.00 395.62
SPDR S&P Aerospace & Defense ETF Etf (XAR) 0.0 $32k 150.00 210.94
Invesco S&P 500 Revenue ETF Etf (RWL) 0.0 $31k 300.00 104.29
Tc Energy Corp (TRP) 0.0 $31k 641.00 48.79
Industrial Select Sector SPDRA Sbi Int-inds (XLI) 0.0 $31k 212.00 147.52
iShares ESG Aware MSCI EAFE ETF Etf (ESGD) 0.0 $31k 350.00 89.22
UnitedHealth (UNH) 0.0 $31k 100.00 311.36
Vanguard Short-Term Infl-Prot Secs ETF Etf (VTIP) 0.0 $31k 619.00 50.27
MetLife (MET) 0.0 $31k 385.00 80.42
Synopsys (SNPS) 0.0 $31k 60.00 512.68
VanEck Vectors Oil Services ETF Etf (OIH) 0.0 $31k 133.00 230.29
Valaris Ord Cl A (VAL) 0.0 $31k 725.00 42.11
Caterpillar (CAT) 0.0 $30k 76.00 388.21
iShares iBonds Dec 2027 Term Tr ETF Etf (IBTH) 0.0 $29k 1.3k 22.49
Waste Management (WM) 0.0 $28k 122.00 228.82
iShares iBonds Dec 2026 Term Tr ETF Etf (IBTG) 0.0 $28k 1.2k 22.93
Vanguard FTSE All-Wld ex-US SmCp ETF Etf (VSS) 0.0 $27k 204.00 134.39
Perpetua Resources (PPTA) 0.0 $26k 2.1k 12.14
iShares Core MSCI Total Intl Stk Etf (IXUS) 0.0 $26k 332.00 77.31
Flextronics International Ord (FLEX) 0.0 $26k 513.00 49.92
Abbott Laboratories (ABT) 0.0 $25k 187.00 136.01
Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $25k 2.2k 11.29
Valero Energy Corporation (VLO) 0.0 $24k 181.00 134.42
ProShares Short QQQ Short Qqq New (PSQ) 0.0 $24k 700.00 33.66
Hilton Worldwide Holdings (HLT) 0.0 $23k 85.00 266.34
H&R Block (HRB) 0.0 $22k 406.00 54.89
SPDR Blmbg Barclays Em Mkts Lcl Bd ETF Etf (EBND) 0.0 $22k 1.0k 21.40
Guggenheim S&P 500 Pure Growth ETF Etf (RPG) 0.0 $21k 465.00 45.77
Vanguard S&P Mid-Cap 400 ETF Etf (IVOO) 0.0 $21k 200.00 104.98
Merck & Co (MRK) 0.0 $21k 265.00 79.16
Ishares Russell MidCap Growth ETF Etf (IWP) 0.0 $21k 150.00 138.68
Honda Motor Amern Shs (HMC) 0.0 $21k 718.00 28.83
Main Street Capital Corporation (MAIN) 0.0 $21k 350.00 59.10
Oneok (OKE) 0.0 $21k 251.00 81.63
Nextera Energy (NEE) 0.0 $20k 293.00 69.42
WisdomTree International Equity ETF Etf (DWM) 0.0 $20k 320.00 63.56
SPDR Dow Jones Industrial Average Etf (DIA) 0.0 $20k 46.00 440.65
Progress Software Corporation (PRGS) 0.0 $19k 300.00 63.84
PowerShares FTSE RAFI US 1000 ETF Etf (PRF) 0.0 $19k 450.00 42.27
Ford Motor Company (F) 0.0 $19k 1.7k 10.85
Enterprise Products Partners (EPD) 0.0 $19k 600.00 31.01
CVS Caremark Corporation (CVS) 0.0 $19k 268.00 68.99
SPDR S&P Dividend ETF Etf (SDY) 0.0 $19k 136.00 135.73
Materials Select Sector SPDRA Etf (XLB) 0.0 $18k 210.00 87.81
Ares Capital Corporation (ARCC) 0.0 $18k 829.00 21.96
Novartis Ag- Sponsored Adr (NVS) 0.0 $18k 150.00 121.01
ProShares Short S&P500 Short S&p 500 Ne (SH) 0.0 $18k 451.00 39.68
Pure Storage Inc - Class A (PSTG) 0.0 $17k 300.00 57.58
Toyota Motor Corp - Ads (TM) 0.0 $17k 100.00 172.26
Thermo Fisher Scientific (TMO) 0.0 $17k 42.00 405.45
Raytheon Technologies Corp (RTX) 0.0 $17k 115.00 146.02
Alphabet Inc A Cap Stk Cl A (GOOGL) 0.0 $17k 95.00 176.23
Equinix (EQIX) 0.0 $17k 21.00 795.48
First Trust Health Care AlphaDEX Etf (FXH) 0.0 $17k 161.00 103.68
Truist Financial Corp equities (TFC) 0.0 $16k 377.00 42.99
iShares Core US Aggregate Bond Etf (AGG) 0.0 $16k 159.00 98.89
iShares MSCI EmrgMkts MinVolatility Etf (EEMV) 0.0 $15k 245.00 62.80
Bank of America Corporation (BAC) 0.0 $15k 323.00 47.32
Nokia Oyj Sponsored Adr (NOK) 0.0 $15k 2.9k 5.18
iShares US Real Estate Etf (IYR) 0.0 $15k 158.00 94.77
BP Adr (BP) 0.0 $15k 500.00 29.93
Market Vectors Agribusiness ETF Etf (MOO) 0.0 $15k 200.00 73.62
SPDR S&P Global Natural Resources ETF Etf (GNR) 0.0 $15k 270.00 54.24
SPDR Gold Shares Etf (GLD) 0.0 $15k 48.00 304.83
Cisco Systems (CSCO) 0.0 $14k 208.00 69.38
Abbvie (ABBV) 0.0 $14k 75.00 185.63
Broadcom (AVGO) 0.0 $14k 50.00 275.66
Cme (CME) 0.0 $14k 50.00 275.62
Vanguard Emerging Mkts Govt Bd ETF Etf (VWOB) 0.0 $13k 200.00 65.35
Exelon Corporation (EXC) 0.0 $13k 299.00 43.40
CSX Corporation (CSX) 0.0 $13k 396.00 32.63
Qualcomm (QCOM) 0.0 $13k 80.00 159.26
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG) 0.0 $13k 141.00 88.75
Banta Cp Cl A Ltd Vt Sh (BN) 0.0 $12k 200.00 61.85
Lam Research (LRCX) 0.0 $12k 122.00 97.34
Cardinal Health (CAH) 0.0 $12k 70.00 168.00
Technology Select Sector SPDR Etf (XLK) 0.0 $12k 46.00 253.24
Paychex (PAYX) 0.0 $12k 80.00 145.46
Union Pacific Corporation (UNP) 0.0 $12k 50.00 230.08
FirstEnergy (FE) 0.0 $12k 285.00 40.26
WisdomTree Japan Hedged Equity Etf (DXJ) 0.0 $11k 100.00 114.27
WisdomTree US MidCap Dividend ETF Etf (DON) 0.0 $11k 222.00 50.12
ConocoPhillips (COP) 0.0 $11k 122.00 89.74
SPDR S&P Emerging Asia Pacific ETF Etf (GMF) 0.0 $11k 83.00 126.40
iShares Morningstar Small-Cap Growth ETF Etf (ISCG) 0.0 $10k 210.00 49.76
Immunocore Holdings Ads (IMCR) 0.0 $10k 330.00 31.38
Health Care Select Sector SPDR Sbi Healthcare (XLV) 0.0 $10k 75.00 134.79
Churchill Downs (CHDN) 0.0 $10k 100.00 101.00
Blackrock Muniyield Fund (MYD) 0.0 $10k 1.0k 10.04
salesforce (CRM) 0.0 $9.5k 35.00 272.69
Financial Select Sector SPDR Etf (XLF) 0.0 $9.4k 180.00 52.37
Interactive Brokers (IBKR) 0.0 $9.3k 168.00 55.41
Dell Technologies (DELL) 0.0 $9.2k 75.00 122.60
Tanger Factory Outlet Centers (SKT) 0.0 $9.2k 300.00 30.58
Colgate-Palmolive Company (CL) 0.0 $9.1k 100.00 90.90
Schwab US Dividend Equity ETF Etf (SCHD) 0.0 $8.6k 326.00 26.50
Comcast Corporation (CMCSA) 0.0 $8.4k 234.00 35.69
Range Resources (RRC) 0.0 $8.3k 204.00 40.67
Pentair cs (PNR) 0.0 $7.9k 77.00 102.66
Kimberly-Clark Corporation (KMB) 0.0 $7.7k 60.00 128.92
Nutanix Cl A (NTNX) 0.0 $7.6k 100.00 76.44
Fortinet (FTNT) 0.0 $7.3k 69.00 105.72
Ecolab (ECL) 0.0 $7.3k 27.00 269.44
Astrazeneca Plc -spons Adr (AZN) 0.0 $7.0k 100.00 69.88
iShares MSCI EAFE Etf (EFA) 0.0 $6.9k 77.00 89.39
iShares MSCI USA Momentum Factor ETF Etf (MTUM) 0.0 $6.7k 28.00 240.32
Southern Company (SO) 0.0 $6.7k 73.00 91.84
iShares S&P Small-Cap 600 Growth Etf (IJT) 0.0 $6.7k 50.00 133.04
JPMorgan Diversified Return EMkts Eq ETF Etf (JPEM) 0.0 $6.6k 117.00 56.17
Guggenheim S&P 500A Equal Weight Etf (RSP) 0.0 $6.4k 35.00 181.74
Southern Copper Corporation (SCCO) 0.0 $5.9k 58.00 101.17
Twilio Cl A (TWLO) 0.0 $5.7k 46.00 124.37
Align Technology (ALGN) 0.0 $5.7k 30.00 189.33
Occidental Petroleum Corporation (OXY) 0.0 $5.5k 130.00 42.01
iShares Russell 1000 Etf (IWB) 0.0 $5.4k 16.00 339.56
Booz Allen Hamilton Holding Corporation (BAH) 0.0 $5.3k 51.00 104.14
Kinder Morgan (KMI) 0.0 $5.2k 177.00 29.40
Becton, Dickinson and (BDX) 0.0 $5.2k 30.00 172.27
Bristol Myers Squibb (BMY) 0.0 $5.1k 110.00 46.29
Marriott International (MAR) 0.0 $4.9k 18.00 273.22
Pfizer (PFE) 0.0 $4.9k 201.00 24.24
Molson Coors Brewing Co B CL B (TAP) 0.0 $4.8k 100.00 48.09
Baker Hughes Co Class A Cl A (BKR) 0.0 $4.8k 124.00 38.34
Goldman Sachs ActiveBeta US LgCp Eq ETF Etf (GSLC) 0.0 $4.7k 39.00 121.38
Paypal Holdings (PYPL) 0.0 $4.7k 63.00 74.32
iShares US Preferred Etf (PFF) 0.0 $4.6k 150.00 30.68
Eversource Energy (ES) 0.0 $4.6k 72.00 63.62
Pinnacle West Capital Corporation (PNW) 0.0 $4.5k 50.00 89.48
Global X Uranium ETF Etf (URA) 0.0 $4.5k 115.00 38.81
Consumer Discret Select Sector SPDRA Sbi Cons Discr (XLY) 0.0 $4.3k 20.00 217.35
Service Corporation International (SCI) 0.0 $4.3k 53.00 81.40
Brookfield Asset Management INC REGISTERED SHS -A- Cl A Lmt Vtg Shs (BAM) 0.0 $4.3k 78.00 55.28
Vanguard Index Funds Vanguard Mid-Cap Etf Etf (VO) 0.0 $4.2k 15.00 279.80
Under Armour Inc Cl C (UA) 0.0 $4.1k 639.00 6.49
Owens Corning (OC) 0.0 $4.1k 30.00 137.53
Uber Technologies (UBER) 0.0 $4.1k 44.00 93.30
Vanguard S&P 500 Growth ETF Etf (VOOG) 0.0 $4.0k 10.00 396.50
Southwest Airlines (LUV) 0.0 $3.9k 120.00 32.44
ACADIA Pharmaceuticals (ACAD) 0.0 $3.9k 180.00 21.57
Under Armour (UAA) 0.0 $3.9k 566.00 6.83
Evergy (EVRG) 0.0 $3.8k 55.00 68.93
Fidelity Enhanced Large Cap Growth ETF Enhanced Large (FELG) 0.0 $3.7k 101.00 37.05
iShares S&P MidCap 400 Growth Etf (IJK) 0.0 $3.6k 40.00 90.97
Starwood Property Trust (STWD) 0.0 $3.6k 180.00 20.07
Rumble Inc Com Cl A (RUM) 0.0 $3.6k 400.00 8.98
Moderna (MRNA) 0.0 $3.6k 130.00 27.59
Sempra Energy (SRE) 0.0 $3.3k 44.00 75.77
L3harris Technologies (LHX) 0.0 $3.3k 13.00 250.85
Honeywell International (HON) 0.0 $3.3k 14.00 232.86
GE HealthCare Technologies Common Stock (GEHC) 0.0 $3.2k 43.00 74.07
Ishares Nasdaq Biotechnology Etf (IBB) 0.0 $3.2k 25.00 126.52
iShares MSCI EAFE Growth ETF Etf (EFG) 0.0 $3.0k 27.00 112.00
4068594 Enphase Energy (ENPH) 0.0 $3.0k 75.00 39.65
Hess Midstream Cl A Shs (HESM) 0.0 $2.9k 75.00 38.51
Monster Beverage Corp (MNST) 0.0 $2.8k 44.00 62.64
Illinois Tool Works (ITW) 0.0 $2.7k 11.00 247.27
iShares Russell 1000 Growth Etf (IWF) 0.0 $2.5k 6.00 424.50
United Parcel Service (UPS) 0.0 $2.5k 25.00 100.96
AES Corporation (AES) 0.0 $2.4k 227.00 10.52
Dow (DOW) 0.0 $2.3k 85.00 26.48
Blackstone Secured Lending Fund Ordinary Shares Common Stock (BXSL) 0.0 $2.2k 72.00 30.75
Target Corporation (TGT) 0.0 $2.0k 20.00 98.65
Enovix Corp (ENVX) 0.0 $1.9k 180.00 10.34
Rivian Automotive Inc Class A (RIVN) 0.0 $1.7k 127.00 13.74
Alibaba Group Holding Sponsored Adr (BABA) 0.0 $1.7k 15.00 113.40
TE Connectivity SHS (TEL) 0.0 $1.7k 10.00 168.70
Global X Robotics & Artfcl Intllgnc ETF Etf (BOTZ) 0.0 $1.6k 50.00 32.66
Wyndham Hotels And Resorts (WH) 0.0 $1.6k 20.00 81.20
iShares 1-3 Year Treasury Bond Etf (SHY) 0.0 $1.4k 18.00 80.50
Fidelity Enhanced Large Cap Value ETF Enhanced Large (FELV) 0.0 $1.3k 41.00 31.98
Snap Inc cl a (SNAP) 0.0 $1.3k 150.00 8.69
Brighthouse Finl (BHF) 0.0 $1.3k 24.00 53.75
Lululemon Athletica (LULU) 0.0 $1.2k 5.00 237.60
Edwards Lifesciences (EW) 0.0 $1.2k 15.00 78.20
Lowe's Companies (LOW) 0.0 $1.2k 5.00 230.20
Teva Pharmaceutical Industries (TEVA) 0.0 $1.1k 68.00 16.74
Vanguard S&P 500 ETF Etf (VOO) 0.0 $1.1k 2.00 568.00
Johnson Controls International Plc equity (JCI) 0.0 $951.000300 9.00 105.67
Bitwise Bitcoin ETF Shs Ben Int (BITB) 0.0 $937.000000 16.00 58.56
Medtronic (MDT) 0.0 $784.999800 9.00 87.22
Beyond Meat (BYND) 0.0 $698.000000 200.00 3.49
Wabtec Corporation (WAB) 0.0 $627.999900 3.00 209.33
PowerShares Water Resources Etf (PHO) 0.0 $488.999700 7.00 69.86
iShares Future AI & Tech ETF Etf (ARTY) 0.0 $451.000000 11.00 41.00
Schwab Fundamental US Broad Market ETF Etf (FNDB) 0.0 $360.000000 15.00 24.00
WisdomTree Europe SmallCap Dividend ETF Etf (DFE) 0.0 $351.000000 5.00 70.20
Viacomcbs (PARA) 0.0 $323.000000 25.00 12.92
Jazz Pharmaceuticals (JAZZ) 0.0 $318.000000 3.00 106.00
Emergent BioSolutions (EBS) 0.0 $255.000000 40.00 6.38
Vishay Intertechnology (VSH) 0.0 $238.000500 15.00 15.87
Invesco Cleantech ETF Etf (ERTH) 0.0 $212.000000 5.00 42.40
Spectrum Brands Holding (SPB) 0.0 $159.000000 3.00 53.00
Nvent Electric SHS (NVT) 0.0 $147.000000 2.00 73.50
Organon &Co Common Stock (OGN) 0.0 $145.000500 15.00 9.67
Viatris (VTRS) 0.0 $133.999500 15.00 8.93
Prothena Corp SHS (PRTA) 0.0 $61.000000 10.00 6.10
Kohl's Corporation (KSS) 0.0 $59.000200 7.00 8.43
Aqua Metals (AQMS) 0.0 $11.000000 22.00 0.50
IPIX Corporation Etf 0.0 $0.999400 263.00 0.00
Advanced Battery Technologies 0.0 $0 30.00 0.00
New Age Beverages Corp 0.0 $0 100.00 0.00