Nations Financial Group

Nations Financial Group as of March 31, 2022

Portfolio Holdings for Nations Financial Group

Nations Financial Group holds 516 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 3.5 $29M 165k 174.61
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 3.0 $25M 70k 352.91
Ishares S&p Midcap Fund Etf (IJH) 2.7 $22M 84k 268.35
Ishares Core S&p 500 Etf Etf (IVV) 2.3 $19M 42k 453.70
Ishares Russell 3000 Etf Etf (IWV) 2.1 $18M 67k 262.37
Microsoft Corp Stock (MSFT) 1.8 $15M 49k 308.32
Ishares S&p Small-cap Fund Etf (IJR) 1.8 $15M 138k 107.88
Vanguard High Dividend Yield Etf Etf (VYM) 1.7 $14M 127k 112.25
Invesco Qqq Trust Etf (QQQ) 1.7 $14M 39k 362.54
Amazon Stock (AMZN) 1.4 $12M 3.7k 3259.84
Schwab Us Dividend Equity Etf Etf (SCHD) 1.4 $11M 144k 78.89
Vanguard Mid-cap Index Fund Etf (VO) 1.3 $11M 47k 237.83
Technology Select Sector Spdr Fund Etf (XLK) 1.3 $11M 66k 158.93
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 1.1 $9.2M 84k 109.64
Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.1 $9.1M 198k 46.13
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 1.0 $8.4M 108k 77.57
Ishares Tips Bond Etf Etf (TIP) 1.0 $8.0M 65k 124.58
Proshares Large Cap Core Plus Etf Etf (CSM) 0.9 $7.7M 143k 53.82
Spdr S&p 500 Etf Etf (SPY) 0.9 $7.6M 17k 451.68
Nvidia Corporation Stock (NVDA) 0.9 $7.5M 27k 272.86
Tesla Stock (TSLA) 0.9 $7.3M 6.8k 1077.58
Exxon Mobil Corp Stock (XOM) 0.9 $7.3M 88k 82.59
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.8 $6.5M 135k 48.03
Invesco Ultra Short Duration Etf Etf (GSY) 0.8 $6.4M 129k 49.83
Ishares S&p 500 Growth Etf Etf (IVW) 0.8 $6.4M 83k 76.39
Cvs Health Corp Stock (CVS) 0.7 $5.9M 58k 101.21
Spdr Gold Shares Etf (GLD) 0.7 $5.7M 32k 180.64
Pimco Active Bond Exchange-traded Fund Etf (BOND) 0.7 $5.6M 55k 101.77
Abbvie Stock (ABBV) 0.7 $5.5M 34k 162.11
Vanguard Growth Index Fund Etf (VUG) 0.6 $5.1M 18k 287.58
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 0.6 $5.0M 166k 30.13
Highland Income Fd Highland Income Cef (HFRO) 0.6 $4.9M 406k 11.94
Enterprise Prods Partners Stock (EPD) 0.6 $4.8M 187k 25.81
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.6 $4.6M 29k 157.70
Nexpoint Diversified Rel Et Tr Cef (NXDT) 0.5 $4.6M 289k 15.82
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.5 $4.4M 159k 27.77
Ishares Silver Trust Etf (SLV) 0.5 $4.4M 192k 22.88
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.5 $4.3M 77k 55.56
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.5 $4.2M 8.00 528875.00
Vanguard Value Index Fund Etf (VTV) 0.5 $4.1M 28k 147.78
Visa Inc Com Cl A Stock (V) 0.5 $4.0M 18k 221.75
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.5 $4.0M 48k 82.28
Pfizer Stock (PFE) 0.5 $4.0M 77k 51.77
Global X Mlp & Energy Infrastructure Etf Etf (MLPX) 0.4 $3.7M 87k 42.72
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.4 $3.7M 71k 51.72
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.4 $3.7M 328k 11.19
First Trust Senior Loan Fund Etf (FTSL) 0.4 $3.6M 76k 47.05
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.4 $3.5M 1.3k 2781.30
Meta Platforms Inc Cl A Stock (META) 0.4 $3.5M 16k 222.38
Energy Select Sector Spdr Fund Etf (XLE) 0.4 $3.3M 44k 76.44
Ishares S&p 500 Value Etf Etf (IVE) 0.4 $3.3M 21k 155.70
Qualcomm Stock (QCOM) 0.4 $3.3M 22k 152.83
Lumen Technologies Stock (LUMN) 0.4 $3.3M 291k 11.27
Home Depot Stock (HD) 0.4 $3.2M 11k 299.33
Reaves Util Income Fd Com Sh Ben Int Cef (UTG) 0.4 $3.2M 93k 34.57
Vaneck Gold Miners Etf Etf (GDX) 0.4 $3.2M 82k 38.36
Johnson & Johnson Stock (JNJ) 0.4 $3.1M 18k 177.23
Costco Whsl Corp Stock (COST) 0.4 $3.0M 5.3k 575.83
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.4 $3.0M 30k 100.96
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.4 $3.0M 30k 100.16
West Pharmaceutical Svsc Stock (WST) 0.4 $3.0M 7.3k 410.75
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.4 $3.0M 18k 162.17
Ishares Core Msci Eafe Etf Etf (IEFA) 0.4 $2.9M 42k 69.52
Vanguard Total Stock Market Index Fund Etf (VTI) 0.4 $2.9M 13k 227.65
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.4 $2.9M 16k 185.02
Kt Corp Adr (KT) 0.3 $2.9M 203k 14.34
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.3 $2.9M 30k 97.76
Vanguard Mid-cap Value Index Fund Etf (VOE) 0.3 $2.9M 19k 149.69
Deere & Co Stock (DE) 0.3 $2.8M 6.7k 415.42
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.3 $2.8M 37k 75.90
Automatic Data Processing Stock (ADP) 0.3 $2.7M 12k 227.57
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF) 0.3 $2.7M 67k 40.11
Blackrock Short Maturity Bond Etf Etf (NEAR) 0.3 $2.6M 53k 49.57
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC) 0.3 $2.6M 29k 89.05
Stryker Corporation Stock (SYK) 0.3 $2.6M 9.8k 267.38
Templeton Global Income Cef (SABA) 0.3 $2.6M 515k 5.03
Jpmorgan Chase & Co Stock (JPM) 0.3 $2.6M 19k 136.35
Oneok Stock (OKE) 0.3 $2.6M 36k 70.63
Accenture Plc Ireland Shs Class A Stock (ACN) 0.3 $2.5M 7.6k 337.22
Procter And Gamble Stock (PG) 0.3 $2.5M 17k 152.80
Walmart Stock (WMT) 0.3 $2.5M 17k 148.95
Nucor Corp Stock (NUE) 0.3 $2.5M 17k 148.64
Ishares Morningstar Large-cap Value Etf Etf (ILCV) 0.3 $2.4M 35k 68.58
Archer Daniels Midland Stock (ADM) 0.3 $2.4M 26k 90.26
Moderna Stock (MRNA) 0.3 $2.3M 14k 172.24
Health Care Select Sector Spdr Fund Etf (XLV) 0.3 $2.3M 17k 136.97
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.3 $2.3M 43k 53.12
Abbott Labs Stock (ABT) 0.3 $2.2M 19k 118.39
At&t Stock (T) 0.3 $2.2M 95k 23.63
First Trust Nasdaq Rising Dividend Achievers Fund Etf (RDVY) 0.3 $2.2M 46k 48.99
Target Corp Stock (TGT) 0.3 $2.2M 11k 212.23
Pool Corp Stock (POOL) 0.3 $2.2M 5.2k 422.90
Lowes Cos Stock (LOW) 0.3 $2.2M 11k 202.16
Ishares Msci Eafe Etf Etf (EFA) 0.3 $2.2M 30k 73.60
Occidental Pete Corp Stock (OXY) 0.3 $2.2M 38k 56.74
Vanguard Short-term Bond Index Fund Etf (BSV) 0.3 $2.1M 27k 77.89
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.2 $2.1M 16k 125.11
Cintas Corp Stock (CTAS) 0.2 $2.0M 4.8k 425.42
Activision Blizzard Stock 0.2 $2.0M 25k 80.09
Vanguard Small-cap Index Fund Etf (VB) 0.2 $2.0M 9.3k 212.54
Salesforce Stock (CRM) 0.2 $2.0M 9.3k 212.36
Ameriprise Finl Stock (AMP) 0.2 $2.0M 6.5k 300.43
Unitedhealth Group Stock (UNH) 0.2 $1.9M 3.8k 510.09
Disney Walt Stock (DIS) 0.2 $1.9M 14k 137.20
Ishares Russell Mid-cap Etf Etf (IWR) 0.2 $1.9M 25k 78.05
Northrop Grumman Corp Stock (NOC) 0.2 $1.9M 4.3k 447.34
Verizon Communications Stock (VZ) 0.2 $1.9M 37k 50.94
Chevron Corp Stock (CVX) 0.2 $1.9M 12k 162.83
Ishares Core High Dividend Etf Etf (HDV) 0.2 $1.9M 18k 106.92
Ishares Morningstar Growth Etf Etf (ILCG) 0.2 $1.9M 29k 65.01
Sprott Physical Gold & Silver Tr Unit Cef (CEF) 0.2 $1.9M 97k 19.38
Ishares Floating Rate Bond Etf Etf (FLOT) 0.2 $1.9M 37k 50.51
Vanguard Real Estate Etf Etf (VNQ) 0.2 $1.9M 17k 108.40
Starbucks Corp Stock (SBUX) 0.2 $1.8M 20k 90.99
Danaher Corporation Stock (DHR) 0.2 $1.8M 6.1k 293.37
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.2 $1.8M 15k 119.61
First Trust Capital Strength Etf Etf (FTCS) 0.2 $1.7M 22k 78.21
Hawkins Stock (HWKN) 0.2 $1.7M 37k 45.90
Global X Uranium Etf Etf (URA) 0.2 $1.7M 65k 26.16
Kla Corp Stock (KLAC) 0.2 $1.7M 4.6k 365.96
Nasdaq Stock (NDAQ) 0.2 $1.7M 9.4k 178.19
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $1.7M 590.00 2796.61
Graniteshares Gold Shares Etf (BAR) 0.2 $1.6M 86k 19.19
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.2 $1.6M 33k 50.26
American Tower Corp Reit (AMT) 0.2 $1.6M 6.4k 251.25
Blackrock Ultra Short-term Bond Etf Etf (ICSH) 0.2 $1.6M 32k 50.16
Old Dominion Freight Line Stock (ODFL) 0.2 $1.6M 5.4k 298.62
Evercore Inc Class A Stock (EVR) 0.2 $1.6M 14k 111.29
Alliant Energy Corp Stock (LNT) 0.2 $1.6M 26k 62.50
Spdr Blackstone Senior Loan Etf Etf (SRLN) 0.2 $1.6M 35k 44.96
Kinder Morgan Inc Del Stock (KMI) 0.2 $1.6M 84k 18.92
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.2 $1.6M 26k 61.39
Vanguard Mega Cap Etf Etf (MGC) 0.2 $1.6M 9.8k 159.04
Fortinet Stock (FTNT) 0.2 $1.5M 4.5k 341.74
Robert Half Intl Stock (RHI) 0.2 $1.5M 13k 114.15
Hancock John Tax-advantaged Di Cef (HTD) 0.2 $1.5M 58k 25.56
Bank Ozk Stock (OZK) 0.2 $1.5M 35k 42.70
Coca Cola Stock (KO) 0.2 $1.5M 24k 61.99
Schwab U.s. Large-cap Etf Etf (SCHX) 0.2 $1.5M 27k 53.86
Vanguard S&p 500 Etf Etf (VOO) 0.2 $1.5M 3.5k 415.14
L3harris Technologies Stock (LHX) 0.2 $1.5M 5.8k 248.42
S&p Global Stock (SPGI) 0.2 $1.4M 3.5k 410.10
Altria Group Stock (MO) 0.2 $1.4M 28k 52.24
Mastercard Incorporated Cl A Stock (MA) 0.2 $1.4M 4.0k 357.44
Csx Corp Stock (CSX) 0.2 $1.4M 39k 37.45
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.2 $1.4M 14k 102.37
Financial Select Sector Spdr Fund Etf (XLF) 0.2 $1.4M 37k 38.32
Nextera Energy Stock (NEE) 0.2 $1.4M 17k 84.71
Generac Hldgs Stock (GNRC) 0.2 $1.4M 4.6k 297.17
Matson Stock (MATX) 0.2 $1.4M 11k 120.63
Intel Corp Stock (INTC) 0.2 $1.4M 28k 49.55
Merck & Co Stock (MRK) 0.2 $1.4M 17k 82.06
Ishares Russell 1000 Growth Etf Etf (IWF) 0.2 $1.4M 4.9k 277.71
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.2 $1.4M 17k 78.11
Newmont Corp Stock (NEM) 0.2 $1.3M 17k 79.44
Invesco S&p 500 Top 50 Etf Etf (XLG) 0.2 $1.3M 3.7k 351.39
Vanguard Small-cap Value Index Fund Etf (VBR) 0.2 $1.3M 7.5k 175.99
Kroger Stock (KR) 0.2 $1.3M 23k 57.37
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.2 $1.3M 16k 83.37
Vanguard Large-cap Index Fund Etf (VV) 0.2 $1.3M 6.2k 208.52
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.2 $1.3M 17k 77.28
Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.2 $1.3M 13k 102.51
Mosaic Stock (MOS) 0.2 $1.3M 19k 66.52
Cisco Sys Stock (CSCO) 0.2 $1.3M 23k 55.78
First Trust Small Cap Core Alphadex Fund Etf (FYX) 0.2 $1.3M 14k 91.54
Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf Etf (SRVR) 0.2 $1.3M 33k 39.03
Ford Mtr Co Del Stock (F) 0.2 $1.3M 74k 16.91
Pepsico Stock (PEP) 0.2 $1.3M 7.5k 167.45
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $1.2M 7.5k 166.02
Goldman Sachs Group Stock (GS) 0.1 $1.2M 3.7k 330.13
Adam Nat Res Cef (PEO) 0.1 $1.2M 59k 20.92
Roper Technologies Stock (ROP) 0.1 $1.2M 2.6k 472.07
Ryder Sys Stock (R) 0.1 $1.2M 15k 79.32
Bunge Stock 0.1 $1.2M 11k 110.80
Citigroup Stock (C) 0.1 $1.2M 23k 53.42
Ishares Morningstar Small-cap Etf Etf (ISCB) 0.1 $1.2M 22k 53.52
Lockheed Martin Corp Stock (LMT) 0.1 $1.2M 2.6k 441.48
Caterpillar Stock (CAT) 0.1 $1.1M 5.1k 222.91
Broadcom Stock (AVGO) 0.1 $1.1M 1.8k 629.55
Industrial Select Sector Spdr Fund Etf (XLI) 0.1 $1.1M 11k 102.99
Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ) 0.1 $1.1M 9.3k 120.01
Invesco Total Return Bond Etf Etf (GTO) 0.1 $1.1M 21k 52.44
Diamondback Energy Stock (FANG) 0.1 $1.1M 8.1k 137.03
Vanguard Health Care Index Fund Etf (VHT) 0.1 $1.1M 4.3k 254.46
Amgen Stock (AMGN) 0.1 $1.1M 4.4k 241.84
Nike Inc Cl B Stock (NKE) 0.1 $1.1M 7.9k 134.50
Expeditors Intl Wash Stock (EXPD) 0.1 $1.1M 10k 103.14
Thermo Fisher Scientific Stock (TMO) 0.1 $1.1M 1.8k 590.78
Ishares National Muni Bond Etf Etf (MUB) 0.1 $1.0M 9.6k 109.65
Applied Matls Stock (AMAT) 0.1 $1.0M 7.9k 131.78
Marvell Technology Stock (MRVL) 0.1 $1.0M 14k 71.69
Rivernorth Opportunities Fd In Cef (RIV) 0.1 $1.0M 63k 15.97
Vertex Pharmaceuticals Stock (VRTX) 0.1 $995k 3.8k 260.95
Raytheon Technologies Corp Stock (RTX) 0.1 $990k 10k 99.10
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $985k 9.4k 104.28
Adobe Systems Incorporated Stock (ADBE) 0.1 $978k 2.1k 455.52
Allianzim U.s. Large Cap Buffer20 Jan Etf Etf (JANW) 0.1 $975k 37k 26.12
Advanced Micro Devices Stock (AMD) 0.1 $950k 8.7k 109.38
Horizon Therapeutics Pub L Stock 0.1 $941k 8.9k 105.26
Boeing Stock (BA) 0.1 $940k 4.9k 191.60
Comerica Stock (CMA) 0.1 $923k 10k 90.42
Waste Mgmt Inc Del Stock (WM) 0.1 $919k 5.8k 158.59
Ishares U.s. Medical Devices Etf Etf (IHI) 0.1 $918k 15k 60.94
Paypal Hldgs Stock (PYPL) 0.1 $915k 7.9k 115.59
Direxion Auspice Broad Commodity Strategy Etf Etf (COM) 0.1 $913k 28k 33.19
Dominion Energy Stock (D) 0.1 $903k 11k 84.95
Innovator U.s. Equity Buffer Etf A November Etf (BNOV) 0.1 $900k 28k 32.13
Enphase Energy Stock (ENPH) 0.1 $884k 4.4k 201.69
Palo Alto Networks Stock (PANW) 0.1 $883k 1.4k 622.27
Customers Bancorp Stock (CUBI) 0.1 $880k 17k 52.13
Spdr Nuveen Bloomberg Municipal Bond Etf Etf (TFI) 0.1 $865k 18k 47.87
Medtronic Stock (MDT) 0.1 $857k 7.7k 110.92
Enbridge Stock (ENB) 0.1 $854k 19k 46.10
Angel Oak Finl Strategies Incm Com Ben Int Cef (FINS) 0.1 $853k 54k 15.79
International Business Machs Stock (IBM) 0.1 $853k 6.6k 129.97
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $848k 19k 45.18
Invesco S&p Midcap 400 Revenue Etf Etf (RWK) 0.1 $843k 9.1k 92.16
Ishares Gold Trust Etf (IAU) 0.1 $842k 23k 36.84
Global X U.s. Infrastructure Development Etf Etf (PAVE) 0.1 $840k 30k 28.28
Edwards Lifesciences Corp Stock (EW) 0.1 $839k 7.1k 117.74
Entegris Stock (ENTG) 0.1 $836k 6.4k 131.30
United Parcel Service Inc Cl B Stock (UPS) 0.1 $828k 3.9k 214.56
Allianzim U.s. Large Cap 6 Month Buffer10 Apr/oct Etf Etf (SIXO) 0.1 $821k 31k 26.36
Blackrock Enhanced Global Divi Cef (BOE) 0.1 $818k 72k 11.31
Allianzim U.s. Large Cap 6 Month Buffer10 Jan/jul Etf Etf (SIXJ) 0.1 $810k 33k 24.64
Allianzim U.s. Large Cap Buffer20 Apr Etf Etf (APRW) 0.1 $809k 30k 27.22
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW) 0.1 $809k 29k 27.52
Allianzim U.s. Large Cap Buffer20 Jul Etf Etf (JULW) 0.1 $809k 30k 27.19
Allianzim U.s. Large Cap Buffer10 Jan Etf Etf (JANT) 0.1 $804k 29k 27.44
Aon Plc Shs Cl A Stock (AON) 0.1 $802k 2.5k 325.75
Amplify Transformational Data Sharing Etf Etf (BLOK) 0.1 $798k 23k 34.20
Freeport-mcmoran Inc Cl B Stock (FCX) 0.1 $797k 16k 49.74
Ishares Core S&p U.s. Value Etf Etf (IUSV) 0.1 $796k 11k 75.92
Ishares Russell 2000 Etf Etf (IWM) 0.1 $796k 3.9k 205.37
Spdr S&p Regional Banking Etf Etf (KRE) 0.1 $777k 11k 68.94
Electronic Arts Stock (EA) 0.1 $776k 6.1k 126.55
Nuveen Cr Opportunities 2022 T Cef 0.1 $774k 97k 7.98
Yeti Hldgs Stock (YETI) 0.1 $773k 13k 59.96
Communication Services Select Sector Spdra Fund Etf (XLC) 0.1 $767k 11k 68.83
Central & Eastern Europe Fd In Cef (CEE) 0.1 $762k 57k 13.38
Holly Energy Partners L P Com Ut Ltd Ptn Stock 0.1 $761k 43k 17.70
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.1 $758k 11k 66.33
Bk Of America Corp Stock (BAC) 0.1 $737k 18k 41.22
Microchip Technology Stock (MCHP) 0.1 $733k 9.8k 75.15
Oracle Corp Stock (ORCL) 0.1 $729k 8.8k 82.72
Cf Inds Hldgs Stock (CF) 0.1 $722k 7.0k 103.13
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.1 $715k 7.1k 100.53
Nuveen Real Asset Income & Gro Cef (JRI) 0.1 $714k 47k 15.29
Conocophillips Stock (COP) 0.1 $711k 7.1k 99.99
Texas Instrs Stock (TXN) 0.1 $709k 3.9k 183.58
Ark Next Generation Internet Etf Etf (ARKW) 0.1 $708k 8.1k 87.16
Vanguard Communication Services Etf Etf (VOX) 0.1 $708k 5.9k 120.14
Pimco Enhanced Low Duration Active Exchange-traded Fund Etf (LDUR) 0.1 $703k 7.2k 97.52
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM) 0.1 $702k 15k 47.35
Tekla Healthcare Invs Sh Ben Int Cef (HQH) 0.1 $701k 34k 20.77
3M Stock (MMM) 0.1 $700k 4.7k 148.84
Vaneck Intermediate Muni Etf Etf (ITM) 0.1 $695k 15k 47.29
Steel Dynamics Stock (STLD) 0.1 $694k 8.3k 83.43
Invesco Optimum Yield Diversified Commodity Strategy Noa K-1a Etf Etf (PDBC) 0.1 $693k 39k 17.65
Fastenal Stock (FAST) 0.1 $690k 12k 59.44
Quanta Svcs Stock (PWR) 0.1 $683k 5.2k 131.68
Mcdonalds Corp Stock (MCD) 0.1 $680k 2.8k 247.27
Netflix Stock (NFLX) 0.1 $677k 1.8k 374.65
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $674k 11k 59.74
Nexstar Media Group Inc Cl A Stock (NXST) 0.1 $672k 3.6k 188.55
Ishares Biotechnology Fund Etf (IBB) 0.1 $668k 5.1k 130.27
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.1 $667k 6.0k 110.74
Regeneron Pharmaceuticals Stock (REGN) 0.1 $667k 955.00 698.43
Epam Sys Stock (EPAM) 0.1 $667k 2.3k 296.44
First Tr Exchange Traded Fd Ii Cloud Computing Etf (SKYY) 0.1 $657k 7.3k 90.46
Spdr Doubleline Short Duration Total Return Tactical Etf Etf (STOT) 0.1 $653k 14k 47.71
Blackstone Long Short Cr Incom Com Shs Bn Int Cef (BGX) 0.1 $651k 49k 13.44
Seabridge Gold Stock (SA) 0.1 $648k 35k 18.51
Southern Stock (SO) 0.1 $643k 8.9k 72.48
Nuveen Dow 30 Dynmc Overwrt Cef (DIAX) 0.1 $642k 39k 16.62
Mks Instrs Stock (MKSI) 0.1 $636k 4.2k 150.11
First Trust Value Line Dividend Index Fund Etf (FVD) 0.1 $625k 15k 42.28
Vanguard Materials Index Fund Etf (VAW) 0.1 $620k 3.2k 194.05
Cohen & Steers Infrastructure Cef (UTF) 0.1 $618k 21k 28.96
Ishares Msci Acwi Index Fund Etf (ACWI) 0.1 $615k 6.2k 99.82
Capital Bancorp Inc Md Stock (CBNK) 0.1 $614k 27k 22.85
Teladoc Health Stock (TDOC) 0.1 $611k 8.5k 72.09
Calamos Strategic Total Return Com Sh Ben Int Cef (CSQ) 0.1 $611k 35k 17.52
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR) 0.1 $608k 21k 29.68
Matterport Inc Com Cl A Stock (MTTR) 0.1 $605k 75k 8.11
Victoryshares U.s. 500 Volatility Wtd Index Fund Etf (CFA) 0.1 $602k 8.1k 74.04
Fedex Corp Stock (FDX) 0.1 $600k 2.6k 231.57
Phillips 66 Stock (PSX) 0.1 $600k 6.9k 86.43
Vanguard Energy Index Fund Etf (VDE) 0.1 $596k 5.6k 107.08
First Trust Us Equity Dividend Select Etf Etf (KNGZ) 0.1 $594k 19k 30.54
Philip Morris Intl Stock (PM) 0.1 $591k 6.3k 93.97
Invesco S&p Midcap Low Volatility Etf Etf (XMLV) 0.1 $589k 11k 55.77
Totalenergies Se Adr (TTE) 0.1 $581k 12k 50.51
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN) 0.1 $577k 18k 32.56
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $575k 5.4k 105.74
Honeywell Intl Stock (HON) 0.1 $574k 3.0k 194.44
Onemain Hldgs Stock (OMF) 0.1 $563k 12k 47.39
Sherwin Williams Stock (SHW) 0.1 $562k 2.3k 249.67
Innovator Russell 2000 Power Buffer Etf -april Etf (KAPR) 0.1 $554k 21k 26.79
Innovator U.s. Equity Power Buffer Etf A December Etf (PDEC) 0.1 $554k 18k 31.22
First Trust Nasdaq Clean Edge Green Energy Etf Etf (QCLN) 0.1 $552k 8.5k 64.57
Innovator Russell 2000 Power Buffer Etf - October Etf (KOCT) 0.1 $548k 21k 26.43
Bristol-myers Squibb Stock (BMY) 0.1 $545k 7.5k 73.09
Ark Innovation Etf Etf (ARKK) 0.1 $545k 8.2k 66.29
Ross Stores Stock (ROST) 0.1 $543k 6.0k 90.53
Builders Firstsource Stock (BLDR) 0.1 $541k 8.4k 64.57
Eagle Matls Stock (EXP) 0.1 $539k 4.2k 128.30
Illinois Tool Wks Stock (ITW) 0.1 $532k 2.5k 209.45
Prudential Finl Stock (PRU) 0.1 $532k 4.5k 118.22
D R Horton Stock (DHI) 0.1 $530k 7.1k 74.47
Invesco Bulletshares 2023 Corporate Bond Etf Etf 0.1 $529k 25k 21.12
Invesco Buyback Achievers Etf Etf (PKW) 0.1 $527k 5.8k 90.49
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $516k 2.3k 226.91
Innovator Russell 2000 Power Buffer Etf - January Etf (KJAN) 0.1 $513k 16k 31.27
Zoetis Inc Cl A Stock (ZTS) 0.1 $512k 2.7k 188.65
Inmode Stock (INMD) 0.1 $502k 14k 36.94
Lilly Eli & Co Stock (LLY) 0.1 $493k 1.7k 286.46
Vanguard Financials Index Fund Etf (VFH) 0.1 $491k 5.3k 93.40
First Trust Mid Cap Core Alphadex Fund Etf (FNX) 0.1 $490k 5.0k 98.20
Spdr Bloomberg Convertible Securities Etf Etf (CWB) 0.1 $481k 6.2k 77.00
Cohen & Steers Reit & Pfd & In Cef (RNP) 0.1 $481k 18k 26.87
Williams Cos Stock (WMB) 0.1 $477k 14k 33.38
Blackstone Stock (BX) 0.1 $473k 3.7k 127.01
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.1 $472k 8.6k 54.82
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.1 $471k 6.6k 71.43
Innovator International Developed Power Buffer Etf - January Etf (IJAN) 0.1 $469k 18k 26.32
Ishares Russell 2000 Growth Etf Etf (IWO) 0.1 $467k 1.8k 255.75
First Tr Exchange-traded Fd Dj Internt Idx Etf (FDN) 0.1 $467k 2.5k 188.08
Apollo Global Mgmt Stock (APO) 0.1 $464k 7.5k 61.94
Kimberly-clark Corp Stock (KMB) 0.1 $464k 3.8k 123.17
Allstate Corp Stock (ALL) 0.1 $463k 3.3k 138.37
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR) 0.1 $463k 14k 32.28
Prologis Reit (PLD) 0.1 $459k 2.8k 161.62
Innovator U.s Equity Power Buffer Etf A September Etf (PSEP) 0.1 $458k 15k 30.08
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL) 0.1 $458k 15k 30.67
Autozone Stock (AZO) 0.1 $452k 221.00 2045.25
Spdr S&p Biotech Etf Etf (XBI) 0.1 $451k 5.0k 89.86
Invesco S&p Smallcap Low Volatility Etf Etf (XSLV) 0.1 $450k 9.2k 48.99
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.1 $448k 4.2k 107.20
Ufp Industries Stock (UFPI) 0.1 $445k 5.8k 77.11
Wec Energy Group Stock (WEC) 0.1 $442k 4.4k 99.93
Blackrock Municipal Income Cef (MUI) 0.1 $437k 33k 13.14
Nuveen Select Mat Mun Fd Sh Ben Int Cef (NIM) 0.1 $434k 45k 9.58
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $432k 6.9k 62.82
Proshares Russell 2000 Dividend Growers Etf Etf (SMDV) 0.1 $429k 6.6k 64.63
Pdc Energy Stock 0.1 $425k 5.9k 72.64
Walgreens Boots Alliance Stock (WBA) 0.1 $424k 9.5k 44.79
Abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free Etf Etf (BCD) 0.1 $421k 11k 38.11
Johnson Ctls Intl Stock (JCI) 0.1 $420k 6.4k 65.57
Salient Midstream & Mlp Fd Sh Ben Int Cef 0.0 $415k 50k 8.24
Union Pac Corp Stock (UNP) 0.0 $413k 1.5k 273.15
Intuitive Surgical Stock (ISRG) 0.0 $408k 1.4k 302.00
Intuit Stock (INTU) 0.0 $407k 846.00 481.09
Air Prods & Chems Stock (APD) 0.0 $400k 1.6k 250.00
Blackrock Muniholdings Cef (MHD) 0.0 $397k 28k 14.23
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.0 $397k 8.0k 49.75
Eog Res Stock (EOG) 0.0 $397k 3.3k 119.11
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP) 0.0 $396k 19k 20.90
Ugi Corp Stock (UGI) 0.0 $396k 11k 36.24
Invesco Nasdaq 100 Etf Etf (QQQM) 0.0 $393k 2.6k 149.15
Etfmg Prime Cyber Security Etf Etf 0.0 $393k 6.7k 58.74
Comcast Corp New Cl A Stock (CMCSA) 0.0 $393k 8.4k 46.76
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 0.0 $392k 20k 19.95
Innovator U.s. Equity Buffer Etf - January Etf (BJAN) 0.0 $392k 11k 36.11
Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO) 0.0 $391k 19k 21.06
Innovator U.s. Equity Power Buffer Etf A October Etf (POCT) 0.0 $391k 13k 30.27
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $390k 4.5k 86.13
American Elec Pwr Stock (AEP) 0.0 $389k 3.9k 99.87
General Mls Stock (GIS) 0.0 $387k 5.7k 67.70
Trinity Cap Stock (TRIN) 0.0 $383k 20k 19.33
Ishares U.s. Transportation Etf Etf (IYT) 0.0 $378k 1.4k 270.19
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) 0.0 $375k 19k 20.21
Federal Agric Mtg Corp Cl C Stock (AGM) 0.0 $372k 3.4k 108.52
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS) 0.0 $372k 18k 21.07
Ishares Select Dividend Etf Etf (DVY) 0.0 $371k 2.9k 128.06
Tekla Healthcare Opportunities Cef (THQ) 0.0 $371k 17k 22.24
Vaneck High Yield Muni Etf Etf (HYD) 0.0 $370k 6.5k 57.36
Metlife Stock (MET) 0.0 $369k 5.3k 70.23
Global X Autonomous & Electric Vehicles Etf Etf (DRIV) 0.0 $369k 13k 27.54
Ishares Semiconductor Fund Etf (SOXX) 0.0 $366k 774.00 472.87
Delaware Enhanced Global Divid Cef 0.0 $365k 41k 9.02
Vanguard Information Technology Index Fund Etf (VGT) 0.0 $364k 874.00 416.48
Marinemax Stock (HZO) 0.0 $362k 9.0k 40.27
Innovator Emerging Markets Power Buffer Etf - January Etf (EJAN) 0.0 $361k 13k 28.43
Ecolab Stock (ECL) 0.0 $359k 2.0k 176.33
Innovator U.s. Equity Buffer Etf A September Etf (BSEP) 0.0 $359k 11k 32.59
Tempur Sealy Intl Stock (TPX) 0.0 $359k 13k 27.94
Te Connectivity Stock (TEL) 0.0 $358k 2.7k 130.94
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 0.0 $355k 2.3k 152.62
Blackrock Muniholdings Quality Cef (MUE) 0.0 $353k 29k 12.10
Leidos Holdings Stock (LDOS) 0.0 $353k 3.3k 107.98
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $352k 26k 13.72
Analog Devices Stock (ADI) 0.0 $351k 2.1k 165.02
Cigna Corp Stock (CI) 0.0 $348k 1.5k 239.50
Rockwell Automation Stock (ROK) 0.0 $348k 1.2k 280.19
Amplify Online Retail Etf Etf (IBUY) 0.0 $347k 5.3k 65.65
Schwab International Equity Etf Etf (SCHF) 0.0 $346k 9.4k 36.70
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY) 0.0 $341k 8.6k 39.77
Vanguard Total World Stock Index Fund Etf (VT) 0.0 $339k 3.3k 101.44
First Trust Low Duration Mortgage Opportunities Etf Etf (LMBS) 0.0 $339k 6.9k 48.95
Blackrock Energy & Res Tr Cef (BGR) 0.0 $339k 29k 11.60
Lamar Advertising Co New Cl A Reit (LAMR) 0.0 $337k 2.9k 116.13
Ishares Latin America 40 Etf Etf (ILF) 0.0 $336k 11k 30.40
Invesco Value Mun Income Tr Cef (IIM) 0.0 $335k 24k 13.94
Vaneck Short High Yield Muni Etf Etf (SHYD) 0.0 $328k 14k 23.24
BP Adr (BP) 0.0 $327k 11k 29.42
Dow Stock (DOW) 0.0 $327k 5.1k 63.79
Advent Conv & Income Cef (AVK) 0.0 $327k 21k 15.64
First Trust Municipal High Income Etf Etf (FMHI) 0.0 $326k 6.4k 51.26
Nokia Corp Adr (NOK) 0.0 $324k 59k 5.47
First Trust Preferred Securities And Income Etf Etf (FPE) 0.0 $324k 17k 19.03
Invesco S&p Global Water Index Etf Etf (CGW) 0.0 $323k 6.2k 52.45
Invesco Dynamic Large Cap Growth Etf Etf (PWB) 0.0 $323k 4.5k 72.15
Citizens Finl Group Stock (CFG) 0.0 $321k 7.1k 45.31
Kayne Anderson Nextgen Enrgy Cef 0.0 $320k 37k 8.57
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.0 $319k 9.3k 34.30
Veeva Sys Inc Cl A Stock (VEEV) 0.0 $318k 1.5k 212.42
Clearbridge Mlp And Midstrm Tr Cef (CTR) 0.0 $317k 11k 29.20
Realty Income Corp Reit (O) 0.0 $314k 4.5k 69.35
Duke Energy Corp Stock (DUK) 0.0 $313k 2.8k 111.83
Mettler Toledo International Stock (MTD) 0.0 $309k 225.00 1373.33
Vanguard Mega Cap Growth Etf Etf (MGK) 0.0 $298k 1.3k 235.39
Linde Stock 0.0 $296k 927.00 319.31
Pinterest Inc Cl A Stock (PINS) 0.0 $295k 12k 24.63
Raymond James Finl Stock (RJF) 0.0 $292k 2.7k 109.82
Tyson Foods Inc Cl A Stock (TSN) 0.0 $289k 3.2k 89.61
Invesco Dynamic Leisure And Entertainment Etf Etf (PEJ) 0.0 $288k 5.9k 48.72
Nutrien Stock (NTR) 0.0 $286k 2.7k 104.15
Invesco Preferred Etf Etf (PGX) 0.0 $284k 21k 13.56
Cohen & Steers Quality Income Cef (RQI) 0.0 $283k 17k 16.73
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW) 0.0 $282k 9.0k 31.23
Srh Total Return Fund Cef (STEW) 0.0 $282k 19k 14.84
Innovator U.s. Equity Power Buffer Etf A November Etf (PNOV) 0.0 $280k 9.2k 30.53
Anheuser Busch Inbev Sa Adr (BUD) 0.0 $280k 4.7k 60.07
Allianzim U.s. Large Cap Buffer10 Apr Etf Etf (APRT) 0.0 $280k 9.4k 29.79
Vaneck Junior Gold Miners Etf Etf (GDXJ) 0.0 $269k 5.7k 46.83
Ppg Inds Stock (PPG) 0.0 $269k 2.1k 131.22
Invesco Dwa Emerging Markets Momentum Etf Etf (PIE) 0.0 $269k 12k 23.39
Docusign Stock (DOCU) 0.0 $267k 2.5k 107.27
Proshares Msci Emerging Markets Dividend Growers Etf Etf (EMDV) 0.0 $267k 5.1k 52.15
Asml Holding N V N Y Registry Adr (ASML) 0.0 $265k 396.00 669.19
Alliancebernstein Natl Mun Inm Cef (AFB) 0.0 $261k 21k 12.58
Ishares Preferred And Income Securities Etf Etf (PFF) 0.0 $261k 7.2k 36.49
Invesco Kbw Regional Banking Etf Etf (KBWR) 0.0 $261k 4.3k 61.22
Vaneck Short Muni Etf Etf (SMB) 0.0 $260k 15k 17.13
Iron Mtn Reit (IRM) 0.0 $260k 4.7k 55.37
Ishares Dow Jones U.s. Etf Etf (IYY) 0.0 $260k 2.3k 111.35
Wells Fargo Stock (WFC) 0.0 $258k 5.3k 48.41
Ishares S&p 100 Etf Etf (OEF) 0.0 $258k 1.2k 208.91
Price T Rowe Group Stock (TROW) 0.0 $257k 1.7k 151.18
Blackrock Stock (BLK) 0.0 $257k 335.00 767.16
Essential Utils Stock (WTRG) 0.0 $257k 5.0k 51.21
Innovator U.s. Equity Power Buffer Etf - May Etf (PMAY) 0.0 $257k 8.4k 30.60
United Microelectronics Corp Adr (UMC) 0.0 $256k 28k 9.13
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $256k 3.4k 74.53
Morgan Stanley Emerging Mkts Cef (EDD) 0.0 $254k 51k 4.98
Blackrock Res & Commodities St Cef (BCX) 0.0 $250k 23k 11.03
Azenta Stock (AZTA) 0.0 $249k 3.0k 83.00
Gilead Sciences Stock (GILD) 0.0 $249k 4.2k 59.34
First Trust Dow 30 Equal Weight Etf Etf (EDOW) 0.0 $247k 8.0k 30.97
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.0 $247k 2.7k 91.31
Nuveen Select Tax-free Income Sh Ben Int Cef (NXP) 0.0 $247k 17k 14.44
Invesco S&p 500 Pure Value Etf Etf (RPV) 0.0 $246k 2.9k 85.71
Toronto Dominion Bk Ont Stock (TD) 0.0 $246k 3.1k 79.43
Hologic Stock (HOLX) 0.0 $246k 3.2k 76.78
Tractor Supply Stock (TSCO) 0.0 $245k 1.0k 234.00
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.0 $242k 2.0k 120.94
Nuveen S&p 500 Buy-write Incom Cef (BXMX) 0.0 $239k 17k 14.27
Svb Financial Group Stock (SIVBQ) 0.0 $239k 427.00 559.72
First Trust Nasdaq Cea Cybersecurity Etf Etf (CIBR) 0.0 $236k 4.4k 53.12
Materials Select Sector Spdr Fund Etf (XLB) 0.0 $236k 2.7k 88.36
Tri Contl Corp Cef (TY) 0.0 $231k 7.5k 30.79
Welltower Reit (WELL) 0.0 $229k 2.4k 96.30
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $227k 1.3k 171.84
Gabelli Divid & Income Tr Cef (GDV) 0.0 $222k 9.0k 24.67
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) 0.0 $221k 6.5k 34.19
Ft Cboe Vest U.s. Equity Deep Buffer Etf - February Etf (DFEB) 0.0 $220k 6.2k 35.77
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG) 0.0 $220k 6.0k 36.43
Pnc Finl Svcs Group Stock (PNC) 0.0 $220k 1.2k 184.56
Ishares Moderate Allocation Fund Etf (AOM) 0.0 $219k 5.1k 43.04
General Electric Stock (GE) 0.0 $218k 2.4k 91.37
General Dynamics Corp Stock (GD) 0.0 $218k 902.00 241.69
Wisdomtree U.s. Total Dividend Fund Etf (DTD) 0.0 $216k 3.3k 64.59
Blackrock Mun Target Term Tr Com Shs Ben In Cef (BTT) 0.0 $213k 9.0k 23.67
Canadian Natl Ry Stock (CNI) 0.0 $213k 1.6k 134.22
Valvoline Stock (VVV) 0.0 $213k 6.7k 31.56
Corteva Stock (CTVA) 0.0 $212k 3.7k 57.55
Us Bancorp Del Stock (USB) 0.0 $211k 4.0k 53.03
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW) 0.0 $210k 3.3k 63.62
Interpublic Group Cos Stock (IPG) 0.0 $209k 5.9k 35.47
Alerian Mlp Etf Etf (AMLP) 0.0 $207k 5.4k 38.35
Dupont De Nemours Stock (DD) 0.0 $206k 2.8k 73.49
Global X Lithium & Battery Tech Etf Etf (LIT) 0.0 $206k 2.7k 76.84
American Express Stock (AXP) 0.0 $206k 1.1k 187.61
Vanguard Total Bond Market Index Fund Etf (BND) 0.0 $205k 2.6k 79.55
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK) 0.0 $205k 7.8k 26.23
Pennymac Finl Svcs Stock (PFSI) 0.0 $205k 3.9k 53.15
Proshares Msci Eafe Dividend Growers Etf Etf (EFAD) 0.0 $203k 5.0k 40.32
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL) 0.0 $201k 2.8k 72.28
Ally Finl Stock (ALLY) 0.0 $201k 4.6k 43.53
Tekla Life Sciences Invs Sh Ben Int Cef (HQL) 0.0 $194k 12k 16.58
Nuveen Sr Income Cef 0.0 $184k 32k 5.68
Blackrock Muniyield Quality Cef (MQT) 0.0 $176k 15k 12.14
Voya Glbl Adv & Prem Opp Cef (IGA) 0.0 $174k 18k 9.67
Blackrock Multi-sector Income Trust Cef (BIT) 0.0 $167k 10k 16.46
Yamana Gold Stock 0.0 $151k 27k 5.59
Highland Global Allocation Cef (HGLB) 0.0 $133k 14k 9.86
Blackrock Enhanced Equity Divi Cef (BDJ) 0.0 $131k 13k 9.93
Roundhill Ball Metaverse Etf Etf (METV) 0.0 $123k 10k 12.00
Cbre Gbl Real Estate Cef (IGR) 0.0 $122k 14k 9.01
Eaton Vance Mun Bd Cef (EIM) 0.0 $118k 10k 11.53
Aberdeen Global Premier Pptys Com Sh Ben Int Cef (AWP) 0.0 $116k 18k 6.44
23andme Holding Co Class A Stock (ME) 0.0 $58k 15k 3.85
Agenus Stock (AGEN) 0.0 $37k 15k 2.46
Western Digital Corp. 1.5 02/01/2024 Convertible 0.0 $12k 12k 1.00
Zomedica Corp Stock (ZOM) 0.0 $9.0k 26k 0.35