Onyx Bridge Wealth Group

Onyx Bridge Wealth Group as of March 31, 2026

Portfolio Holdings for Onyx Bridge Wealth Group

Onyx Bridge Wealth Group holds 373 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
Ishares Tr Core S&p500 Etf (IVV) 10.5 $97M 149k 653.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.2 $29M 51k 577.18
Capital Group Dividend Value Shs Creation Uni (CGDV) 2.8 $26M 617k 42.56
Vanguard Index Fds Growth Etf (VUG) 2.6 $24M 55k 436.79
Apple (AAPL) 2.5 $24M 93k 253.79
Wisdomtree Tr Wisdomtree Us Va (WTV) 2.1 $19M 204k 94.73
NVIDIA Corporation (NVDA) 1.9 $17M 100k 174.40
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $17M 80k 215.06
Tcw Etf Trust Flexible Income (FLXR) 1.6 $15M 389k 39.27
Capital Group Dividend Growe Shs Etf (CGDG) 1.6 $15M 424k 35.92
Select Sector Spdr Tr State Street Tec (XLK) 1.6 $15M 112k 132.90
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.6 $15M 312k 46.95
Ishares Tr Core Us Aggbd Et (AGG) 1.5 $14M 138k 99.27
Select Sector Spdr Tr State Street Ind (XLI) 1.3 $12M 75k 161.73
Ishares Tr Conv Bd Etf (ICVT) 1.3 $12M 118k 101.79
Select Sector Spdr Tr State Street Uti (XLU) 1.3 $12M 261k 45.89
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.3 $12M 179k 65.69
Select Sector Spdr Tr State Street Com (XLC) 1.3 $12M 106k 110.86
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.3 $12M 429k 27.23
T Rowe Price Etf Cap Appreciation (TCAF) 1.2 $11M 310k 35.59
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.2 $11M 219k 49.57
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $10M 32k 320.81
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 1.1 $10M 213k 47.82
Ishares Tr 10+ Yr Invst Grd (IGLB) 1.0 $9.7M 196k 49.63
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.0 $9.2M 147k 62.56
Penumbra (PEN) 0.9 $8.8M 27k 328.37
Proshares Tr Large Cap Cre (CSM) 0.9 $8.6M 115k 74.82
Ishares Tr Trust Ishare 0-1 (SHV) 0.9 $8.5M 77k 110.39
Spdr Series Trust State Street Spd (DGT) 0.9 $8.1M 48k 169.55
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.8 $7.8M 81k 96.70
Ishares Tr S&p 100 Etf (OEF) 0.8 $7.6M 24k 318.07
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.8 $7.6M 123k 61.32
Pacer Fds Tr Metaurus Cap 400 (QDPL) 0.8 $7.2M 179k 40.14
Fidelity Covington Trust Fundamental Larg (FFLC) 0.8 $7.1M 139k 51.28
Microsoft Corporation (MSFT) 0.8 $7.1M 19k 370.17
Alphabet Cap Stk Cl C (GOOG) 0.7 $6.8M 24k 286.86
Spdr Gold Tr Gold Shs (GLD) 0.7 $6.5M 15k 430.29
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $6.2M 42k 148.10
Amazon (AMZN) 0.7 $6.1M 29k 208.27
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.6 $6.0M 108k 55.85
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) 0.6 $6.0M 109k 54.72
Spdr Series Trust State Street Spd (SPIB) 0.6 $5.8M 174k 33.54
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $5.5M 8.4k 650.38
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.6 $5.5M 120k 45.67
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $5.4M 175k 30.68
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.5 $5.0M 66k 75.19
Spdr Series Trust State Street Spd (SPTI) 0.5 $4.9M 170k 28.66
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.5 $4.9M 47k 103.37
Alphabet Cap Stk Cl A (GOOGL) 0.5 $4.8M 17k 287.57
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR) 0.5 $4.7M 141k 33.62
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.5 $4.7M 20k 237.62
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $4.6M 81k 56.68
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.5 $4.5M 75k 59.55
Vanguard World Health Car Etf (VHT) 0.5 $4.5M 16k 272.34
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.5 $4.4M 79k 55.52
JPMorgan Chase & Co. (JPM) 0.5 $4.3M 15k 294.16
Capital Group Core Balanced SHS (CGBL) 0.5 $4.2M 123k 34.43
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.4 $4.0M 120k 33.77
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $3.9M 39k 100.66
Broadcom (AVGO) 0.4 $3.8M 12k 309.52
Invesco Exch Traded Fd Tr Ii Nasdaq Free Cash (QOWZ) 0.4 $3.8M 119k 31.50
Ishares Tr Core 40/60 Moder (AOM) 0.4 $3.7M 78k 47.37
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $3.7M 33k 110.47
Meta Platforms Cl A (META) 0.4 $3.5M 6.2k 572.11
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.4 $3.4M 14k 248.85
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.4 $3.3M 64k 51.93
Palantir Technologies Cl A (PLTR) 0.4 $3.3M 23k 146.28
The Alger Etf Trust Ai Enablers Adop (ALAI) 0.4 $3.3M 99k 33.04
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) 0.3 $3.1M 85k 36.25
Spdr Series Trust State Street Spd (BILS) 0.3 $3.0M 30k 99.44
Ishares Tr Msci Uk Etf New (EWU) 0.3 $3.0M 66k 45.56
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.3 $3.0M 44k 67.12
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.3 $3.0M 53k 55.66
Spdr Series Trust State Street Spd (SPYG) 0.3 $2.9M 30k 97.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $2.9M 4.9k 597.57
Select Sector Spdr Tr State Street Fin (XLF) 0.3 $2.9M 58k 49.37
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $2.7M 52k 52.19
Tesla Motors (TSLA) 0.3 $2.7M 7.2k 371.75
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG) 0.3 $2.6M 73k 36.28
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.3 $2.6M 16k 158.81
BlackRock Corporate High Yield Fund VI (HYT) 0.3 $2.6M 301k 8.52
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $2.5M 48k 53.22
Merck & Co (MRK) 0.3 $2.4M 20k 120.30
Pimco Etf Tr Multisector Bd (PYLD) 0.3 $2.4M 93k 26.20
Chevron Corporation (CVX) 0.3 $2.3M 11k 206.90
Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.3M 9.0k 261.93
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $2.2M 45k 50.34
Ishares Tr Core High Dv Etf (HDV) 0.2 $2.2M 16k 135.72
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.2 $2.2M 37k 58.18
Visa Com Cl A (V) 0.2 $2.1M 7.1k 302.24
Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 0.2 $2.1M 62k 33.93
Exxon Mobil Corporation (XOM) 0.2 $2.1M 12k 169.67
Ishares Tr Global 100 Etf (IOO) 0.2 $2.0M 17k 120.97
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $2.0M 4.1k 479.20
Ishares Tr High Yld Systm B (HYDB) 0.2 $2.0M 42k 46.52
International Business Machines (IBM) 0.2 $2.0M 8.0k 242.40
Ishares Tr Core Div Grwth (DGRO) 0.2 $1.9M 28k 70.18
Spdr Series Trust State Street Spd (SPYV) 0.2 $1.9M 34k 56.58
Vanguard Wellington Us Multifactor (VFMF) 0.2 $1.9M 12k 155.08
Ishares Msci Cda Etf (EWC) 0.2 $1.9M 35k 54.79
Motorola Solutions Com New (MSI) 0.2 $1.9M 4.3k 433.97
Dbx Etf Tr Xtrack Usd High (HYLB) 0.2 $1.9M 52k 36.16
Ishares Msci Italy Etf (EWI) 0.2 $1.8M 34k 53.42
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.2 $1.8M 36k 50.37
Ishares Msci Japan Etf (EWJ) 0.2 $1.8M 21k 84.44
Dbx Etf Tr Xtrack Msci Japn (DBJP) 0.2 $1.8M 18k 101.02
Ishares Msci Pac Jp Etf (EPP) 0.2 $1.8M 33k 53.14
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $1.8M 60k 29.13
Philip Morris International (PM) 0.2 $1.7M 10k 165.37
Consolidated Edison (ED) 0.2 $1.7M 15k 113.18
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.2 $1.6M 3.5k 463.17
Eaton Corp SHS (ETN) 0.2 $1.6M 4.5k 357.67
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $1.6M 6.8k 234.03
The Alger Etf Trust Concentrated Eqt (CNEQ) 0.2 $1.6M 50k 31.12
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $1.6M 17k 92.76
Vanguard World Mega Grwth Ind (MGK) 0.2 $1.5M 4.2k 367.44
Verizon Communications (VZ) 0.2 $1.5M 30k 50.20
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.5M 7.7k 191.92
Procter & Gamble Company (PG) 0.2 $1.4M 10k 144.44
Altria (MO) 0.2 $1.4M 22k 66.00
Eli Lilly & Co. (LLY) 0.2 $1.4M 1.5k 919.74
Johnson & Johnson (JNJ) 0.1 $1.4M 5.7k 244.45
Pfizer (PFE) 0.1 $1.4M 49k 28.08
Spdr Series Trust State Street Spd (BIL) 0.1 $1.3M 15k 91.64
Abbvie (ABBV) 0.1 $1.3M 6.2k 217.48
Investment Managers Ser Tr I Astoria Real (PPI) 0.1 $1.3M 64k 20.80
Mastercard Incorporated Cl A (MA) 0.1 $1.3M 2.6k 499.67
Ishares Tr Core 30/70 Conse (AOK) 0.1 $1.3M 33k 39.89
Costco Wholesale Corporation (COST) 0.1 $1.3M 1.3k 996.58
Micron Technology (MU) 0.1 $1.3M 3.7k 337.83
Spdr Index Shs Fds State Street Spd (SPEM) 0.1 $1.2M 26k 46.91
Carlyle Group (CG) 0.1 $1.2M 25k 48.39
First Tr Inter Duration Pfd & Income (FPF) 0.1 $1.2M 68k 17.63
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $1.2M 19k 61.26
At&t (T) 0.1 $1.2M 41k 28.99
Wal-Mart Stores (WMT) 0.1 $1.2M 9.4k 124.28
Crowdstrike Hldgs Cl A (CRWD) 0.1 $1.2M 3.0k 390.41
Netflix (NFLX) 0.1 $1.1M 12k 96.15
Spdr Series Trust State Street Spd (SPYM) 0.1 $1.1M 15k 76.54
Spdr Series Trust State Street Spd (SPHY) 0.1 $1.1M 48k 23.32
Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG) 0.1 $1.1M 27k 39.56
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $1.0M 14k 73.14
Public Service Enterprise (PEG) 0.1 $1.0M 12k 80.95
Vanguard Index Fds Value Etf (VTV) 0.1 $991k 5.1k 196.21
Ares Capital Corporation (ARCC) 0.1 $988k 55k 18.02
Lockheed Martin Corporation (LMT) 0.1 $975k 1.6k 604.51
Constellation Energy (CEG) 0.1 $974k 3.5k 279.22
Golub Capital BDC (GBDC) 0.1 $939k 74k 12.66
Ishares Tr Russell 2000 Etf (IWM) 0.1 $921k 3.7k 248.00
Ishares Tr Us Aer Def Etf (ITA) 0.1 $912k 4.2k 218.75
Spdr Series Trust State Street Spd (MDYV) 0.1 $901k 11k 85.15
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $899k 17k 52.64
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $899k 29k 30.96
Ge Aerospace Com New (GE) 0.1 $886k 3.1k 283.84
Marvell Technology (MRVL) 0.1 $860k 8.7k 99.04
Managed Portfolio Series Leuthold Core Et (LCR) 0.1 $852k 23k 37.27
Cisco Systems (CSCO) 0.1 $852k 11k 77.59
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $849k 7.6k 112.12
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $849k 11k 77.11
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $841k 12k 68.28
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $828k 2.9k 287.18
Blackrock Etf Trust Ishares Systemat (IALT) 0.1 $810k 30k 27.27
Home Depot (HD) 0.1 $806k 2.5k 328.89
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) 0.1 $805k 30k 26.86
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $804k 2.4k 337.95
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.1 $770k 15k 51.78
Tortoise Capital Series Trus Energy Etf (TNGY) 0.1 $770k 74k 10.43
Quanta Services (PWR) 0.1 $770k 1.4k 549.06
Goldman Sachs (GS) 0.1 $759k 897.00 845.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $738k 11k 67.53
Boeing Company (BA) 0.1 $737k 3.7k 199.03
Spdr Series Trust State Street Spd (XAR) 0.1 $729k 2.9k 254.00
Bitmine Immersion Tecnologie Com New (BMNR) 0.1 $729k 37k 19.78
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $718k 1.00 718140.00
Uber Technologies (UBER) 0.1 $704k 9.8k 71.93
Walt Disney Company (DIS) 0.1 $697k 7.2k 96.39
Tidal Trust Iii Vistashares Trgt (OMAH) 0.1 $692k 38k 18.02
United Parcel Svcs CL B (UPS) 0.1 $691k 7.0k 98.38
Managed Portfolio Series Kensington Hedge (KHPI) 0.1 $690k 29k 24.21
Amgen (AMGN) 0.1 $681k 1.9k 351.83
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.1 $660k 15k 43.96
Ea Series Trust Cambria Endowm (ENDW) 0.1 $656k 21k 31.84
M&T Bank Corporation (MTB) 0.1 $649k 3.1k 206.72
Gilead Sciences (GILD) 0.1 $639k 4.6k 139.38
Ge Vernova (GEV) 0.1 $635k 727.00 873.25
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $634k 6.6k 95.62
Vanguard World Inf Tech Etf (VGT) 0.1 $632k 906.00 697.92
Spdr Series Trust State Street Spd (RWR) 0.1 $629k 6.2k 100.97
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $629k 8.0k 78.77
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $616k 6.7k 91.77
Coca-Cola Company (KO) 0.1 $612k 8.0k 76.05
Spdr Series Trust State Street Spd (SPAB) 0.1 $601k 23k 25.62
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.1 $600k 11k 53.33
Advanced Micro Devices (AMD) 0.1 $591k 2.9k 203.43
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $587k 445.00 1319.36
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $586k 9.1k 64.08
Global X Fds Data Ctr & Digit (DTCR) 0.1 $580k 24k 23.96
Alps Etf Tr Alerian Energy (ENFR) 0.1 $574k 15k 38.21
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.1 $572k 8.0k 71.61
Union Pacific Corporation (UNP) 0.1 $571k 2.4k 242.66
Ishares Core Msci Emkt (IEMG) 0.1 $571k 8.2k 69.75
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) 0.1 $571k 15k 39.34
Kraft Heinz (KHC) 0.1 $569k 25k 22.49
Bank of America Corporation (BAC) 0.1 $567k 12k 48.75
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.1 $549k 11k 50.45
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $548k 12k 47.55
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $545k 5.1k 106.50
First Tr Exchange-traded Vest Laddered (ACYN) 0.1 $545k 27k 20.38
Ssga Active Tr Sst Bridgewater (ALLW) 0.1 $542k 19k 28.85
Ishares Tr Msci Kokusai Etf (TOK) 0.1 $540k 4.1k 133.25
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $538k 13k 41.68
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $537k 2.2k 240.03
Ea Series Trust Astoria Us Quali (GQQQ) 0.1 $526k 18k 28.78
Qualcomm (QCOM) 0.1 $525k 4.1k 128.79
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $525k 14k 38.42
Wisdomtree Tr Global Ex Us Qua (DNL) 0.1 $517k 13k 40.37
Spdr Index Shs Fds State Street Spd (SPDW) 0.1 $504k 11k 45.65
Spdr Index Shs Fds State Street Spd (FEZ) 0.1 $504k 8.1k 62.08
Bristol Myers Squibb (BMY) 0.1 $495k 8.2k 60.65
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $494k 3.5k 142.43
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $488k 11k 46.47
Nextera Energy (NEE) 0.1 $487k 5.2k 92.88
Vertiv Holdings Com Cl A (VRT) 0.1 $478k 1.9k 250.60
Blackrock (BLK) 0.1 $478k 497.00 960.96
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.1 $477k 8.7k 54.93
Blackstone Group Inc Com Cl A (BX) 0.1 $471k 4.1k 115.00
Fs Kkr Capital Corp (FSK) 0.0 $463k 45k 10.20
Vaneck Etf Trust Uranium And Nucl (NLR) 0.0 $460k 3.5k 133.21
Exelon Corporation (EXC) 0.0 $458k 9.3k 49.02
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.0 $457k 17k 26.96
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $454k 3.7k 121.19
PNC Financial Services (PNC) 0.0 $452k 2.2k 208.07
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.0 $452k 17k 26.91
Zacks Trust Earngs Constant (ZECP) 0.0 $452k 13k 33.83
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $450k 23k 19.63
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.0 $444k 9.9k 44.73
McDonald's Corporation (MCD) 0.0 $438k 1.4k 310.87
Duke Energy Corp Com New (DUK) 0.0 $436k 3.3k 130.93
Series Portfolios Tr Elm Market Navig (ELM) 0.0 $433k 16k 27.12
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $429k 8.9k 48.05
Abbott Laboratories (ABT) 0.0 $425k 4.1k 102.67
Ast Spacemobile Com Cl A (ASTS) 0.0 $422k 5.1k 82.87
Citigroup Com New (C) 0.0 $421k 3.7k 113.42
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $418k 17k 24.27
Ea Series Trust Astoria Us Equal (ROE) 0.0 $416k 12k 35.43
Pepsi (PEP) 0.0 $415k 2.7k 155.27
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.0 $401k 8.5k 47.37
Provident Financial Services (PFS) 0.0 $394k 19k 21.16
Deere & Company (DE) 0.0 $393k 697.00 563.64
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $388k 1.8k 211.10
Corning Incorporated (GLW) 0.0 $388k 2.9k 135.97
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ) 0.0 $388k 9.2k 42.16
The Alger Etf Trust 35 Etf (ATFV) 0.0 $387k 12k 31.37
Mamamancini's Holdings (MAMA) 0.0 $384k 25k 15.34
Entrepreneurshares Series Tr Ershares Private (XOVR) 0.0 $382k 23k 16.89
Pimco Etf Tr Commodity Strat (CMDT) 0.0 $378k 12k 32.27
Oracle Corporation (ORCL) 0.0 $377k 2.6k 147.10
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.0 $373k 13k 28.00
Blackrock Etf Trust Ishares Us Larg (BALI) 0.0 $372k 12k 30.81
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.0 $369k 10k 36.81
Arista Networks Com Shs (ANET) 0.0 $368k 3.0k 122.78
Ishares Msci Emerg Mrkt (EEMV) 0.0 $366k 5.7k 64.73
Ishares Tr National Mun Etf (MUB) 0.0 $361k 3.4k 106.14
Lowe's Companies (LOW) 0.0 $360k 1.5k 236.25
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.0 $360k 7.3k 49.41
Ishares Tr Esg Aware Msci (ESML) 0.0 $358k 7.6k 47.02
First Tr Exchange-traded Core Investment (FTCB) 0.0 $358k 17k 20.96
Caterpillar (CAT) 0.0 $357k 504.00 708.63
salesforce (CRM) 0.0 $353k 1.9k 186.67
ConocoPhillips (COP) 0.0 $348k 2.6k 131.99
Symbotic Class A Com (SYM) 0.0 $345k 6.5k 53.20
Select Sector Spdr Tr State Street Con (XLY) 0.0 $343k 3.2k 108.97
Travelers Companies (TRV) 0.0 $341k 1.2k 291.75
Dell Technologies CL C (DELL) 0.0 $340k 2.1k 164.14
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $339k 7.4k 45.50
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.0 $335k 6.7k 50.12
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.0 $334k 2.8k 120.74
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.0 $327k 11k 29.49
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $325k 7.6k 42.56
Ishares Esg Awr Msci Em (ESGE) 0.0 $323k 7.1k 45.47
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $321k 2.1k 155.11
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $317k 2.8k 113.12
Honeywell International (HON) 0.0 $316k 1.4k 226.05
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.0 $310k 4.3k 71.41
First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.0 $308k 1.9k 163.60
Marathon Petroleum Corp (MPC) 0.0 $308k 1.3k 244.13
Spdr Series Trust State Street Spd (MDYG) 0.0 $306k 3.2k 95.97
Welltower Inc Com reit (WELL) 0.0 $306k 1.5k 197.71
Iron Mountain (IRM) 0.0 $305k 3.0k 102.30
Bain Cap Specialty Fin Com Stk (BCSF) 0.0 $303k 24k 12.40
J P Morgan Exchange Traded F Active Growth (JGRO) 0.0 $303k 3.6k 84.53
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $299k 2.8k 106.01
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 0.0 $298k 5.2k 57.91
Intel Corporation (INTC) 0.0 $298k 6.7k 44.13
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.0 $297k 22k 13.79
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) 0.0 $295k 7.3k 40.31
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $295k 11k 27.85
Palo Alto Networks (PANW) 0.0 $293k 1.8k 160.32
Charles Schwab Corporation (SCHW) 0.0 $292k 3.1k 93.97
Ishares Gold Tr Ishares New (IAU) 0.0 $290k 3.3k 88.16
Snowflake Com Shs (SNOW) 0.0 $281k 1.9k 150.82
Ishares Jp Mrgn Em Hi Bd (EMHY) 0.0 $275k 7.0k 39.38
Ishares Tr Msci Eafe Etf (EFA) 0.0 $273k 2.8k 97.13
Amplify Etf Tr Cwp Growth & Inc (QDVO) 0.0 $271k 10k 26.65
Linde SHS (LIN) 0.0 $271k 546.00 495.85
3M Company (MMM) 0.0 $264k 1.8k 145.24
American Express Company (AXP) 0.0 $263k 869.00 302.34
Pacer Fds Tr Developed Mrkt (ICOW) 0.0 $262k 6.2k 42.44
Servicenow (NOW) 0.0 $260k 2.5k 104.55
Williams Companies (WMB) 0.0 $257k 3.5k 72.77
Tidal Trust I Foliobeyond Alte (RISR) 0.0 $254k 7.0k 36.22
First Trust S&P REIT Index Fund (FRI) 0.0 $252k 8.9k 28.46
Ishares Tr Select Divid Etf (DVY) 0.0 $251k 1.7k 151.43
Blue Owl Technology Fin Corp Common Stock (OTF) 0.0 $250k 20k 12.39
Raytheon Technologies Corp (RTX) 0.0 $244k 1.3k 192.90
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $243k 2.4k 100.57
FirstEnergy (FE) 0.0 $240k 4.7k 50.66
Ea Series Trust Ea Astoria Dynmc (AGGA) 0.0 $238k 9.5k 25.13
Shell Spon Ads (SHEL) 0.0 $233k 2.5k 93.00
Dominion Resources (D) 0.0 $233k 3.8k 61.82
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $232k 3.9k 59.19
Intuit (INTU) 0.0 $228k 526.00 432.58
Direxion Shares Etf Trust Daily Healthcare (CURE) 0.0 $228k 2.5k 91.56
Spdr Series Trust Bloomberg Emergi (EBND) 0.0 $226k 11k 20.64
Vanguard World Mega Cap Index (MGC) 0.0 $226k 954.00 236.35
Ishares Us Intl Hgh Yld (GHYG) 0.0 $224k 5.0k 45.11
Ishares Tr Core 60/40 Balan (AOR) 0.0 $223k 3.5k 64.35
Intuitive Surgical Com New (ISRG) 0.0 $223k 483.00 460.99
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $223k 4.6k 48.46
Marriott Intl Cl A (MAR) 0.0 $222k 677.00 327.16
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $221k 494.00 446.54
Direxion Shares Etf Trust Daily Technology (TECL) 0.0 $217k 2.5k 86.54
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.0 $217k 3.5k 62.68
Spdr Series Trust State Street Spd (SPSM) 0.0 $212k 4.4k 48.32
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.0 $211k 3.0k 69.40
Ishares Tr Core Msci Eafe (IEFA) 0.0 $210k 2.3k 90.52
Starbucks Corporation (SBUX) 0.0 $210k 2.3k 89.61
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $210k 2.5k 84.93
Global X Fds Global X Silver (SIL) 0.0 $208k 2.3k 90.08
First Tr Exchange-traded SHS (QTEC) 0.0 $207k 960.00 215.98
Midcap Financial Invstmnt Com New (MFIC) 0.0 $206k 18k 11.24
Ishares Silver Tr Ishares (SLV) 0.0 $206k 3.0k 68.14
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.0 $206k 5.2k 39.42
Pacer Fds Tr Emrg Mkt Cash (ECOW) 0.0 $205k 7.7k 26.67
Direxion Shares Etf Trust Daily S&p 500 Bu (SPXL) 0.0 $203k 1.1k 184.93
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.0 $202k 5.4k 37.44
Spdr Series Trust State Street Spd (XSD) 0.0 $201k 616.00 326.31
GSK Sponsored Adr (GSK) 0.0 $200k 3.6k 55.23
Energy Fuels Com New (UUUU) 0.0 $195k 11k 18.25
Global X Fds Us Pfd Etf (PFFD) 0.0 $191k 10k 18.40
Ondas Com New (ONDS) 0.0 $190k 21k 9.04
Liberty All Star Equity Sh Ben Int (USA) 0.0 $172k 31k 5.55
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.0 $170k 13k 12.93
Nuscale Pwr Corp Cl A Com (SMR) 0.0 $166k 15k 10.84
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.0 $149k 28k 5.32
Eaton Vance Limited Duration Income Fund (EVV) 0.0 $134k 14k 9.45
Diversified Healthcare Tr Com Sh Ben Int (DHC) 0.0 $122k 18k 6.64
Gladstone Ld (LAND) 0.0 $117k 12k 10.20
Aberdeen Global Dynamic Divd F (AGD) 0.0 $113k 10k 10.80
Ambev Sa Sponsored Adr (ABEV) 0.0 $109k 37k 2.92
Nuveen Core Plus Impact Fund Com Ben Int (NPCT) 0.0 $105k 10k 10.19
Nokia Corp Sponsored Adr (NOK) 0.0 $97k 12k 8.04
SIGA Technologies (SIGA) 0.0 $70k 13k 5.35
Quantumscape Corp Com Cl A (QS) 0.0 $65k 10k 6.38
Nio Spon Ads (NIO) 0.0 $65k 11k 6.03
Recursion Pharmaceuticals In Cl A (RXRX) 0.0 $59k 19k 3.07
Sweetgreen Com Cl A (SG) 0.0 $56k 11k 5.19
Prospect Capital Corporation (PSEC) 0.0 $41k 16k 2.61
Entravision Communications C Cl A (EVC) 0.0 $36k 12k 2.97
Akebia Therapeutics (AKBA) 0.0 $21k 15k 1.39
Euro Tech Holdings Shs New (CLWT) 0.0 $20k 17k 1.17
Geron Corporation (GERN) 0.0 $15k 10k 1.49
Talphera Com New (TLPH) 0.0 $8.6k 12k 0.75