Patriot Financial Group Insurance Agency

Patriot Financial Group Insurance Agency as of June 30, 2025

Portfolio Holdings for Patriot Financial Group Insurance Agency

Patriot Financial Group Insurance Agency holds 528 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
Ishares Tr Core S&p500 Etf (IVV) 5.2 $46M 73k 620.90
Ishares Tr S&p 500 Val Etf (IVE) 2.5 $22M 113k 195.42
Microsoft Corporation (MSFT) 2.4 $21M 42k 497.40
Apple (AAPL) 1.9 $16M 79k 205.17
NVIDIA Corporation Put Option (NVDA) 1.8 $16M 101k 157.99
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $13M 23k 568.03
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.4 $13M 427k 29.21
Amazon (AMZN) 1.4 $12M 56k 219.39
Ishares Tr Core S&p Scp Etf (IJR) 1.4 $12M 109k 109.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $12M 24k 485.76
Meta Platforms Cl A (META) 1.3 $11M 16k 738.07
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $10M 34k 303.93
Ishares Tr Core Div Grwth (DGRO) 1.1 $9.7M 152k 63.94
JPMorgan Chase & Co. (JPM) 1.1 $9.5M 33k 289.91
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.1 $9.3M 167k 55.65
Spdr Series Trust Portfolio S&p500 (SPLG) 0.9 $7.8M 107k 72.69
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.9 $7.7M 142k 54.46
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $7.4M 67k 110.10
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.8 $7.4M 40k 182.82
Vanguard Index Fds Growth Etf (VUG) 0.8 $7.2M 16k 438.41
Alphabet Cap Stk Cl A (GOOGL) 0.8 $7.0M 40k 176.23
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.8 $6.5M 33k 197.22
Booking Holdings (BKNG) 0.7 $6.3M 1.1k 5791.14
Alphabet Cap Stk Cl C (GOOG) 0.7 $6.2M 35k 177.39
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $6.1M 22k 279.82
Victory Portfolios Ii Shares Free Cash (VFLO) 0.7 $6.0M 171k 35.35
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.7 $5.8M 61k 95.32
Broadcom (AVGO) 0.7 $5.7M 21k 275.66
Ishares Msci Gbl Min Vol (ACWV) 0.6 $5.7M 48k 118.57
Philip Morris International (PM) 0.6 $5.6M 31k 182.13
Ishares Tr Core Total Usd (IUSB) 0.6 $5.4M 118k 46.23
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.6 $5.4M 89k 61.13
Wells Fargo & Company (WFC) 0.6 $5.4M 67k 80.12
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.6 $5.3M 98k 54.40
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.6 $5.3M 153k 34.57
Blackrock Etf Trust Ishares Advantag (BALI) 0.6 $5.2M 172k 30.11
Visa Com Cl A (V) 0.6 $5.2M 15k 355.04
Charles Schwab Corporation (SCHW) 0.6 $5.0M 55k 91.24
Oracle Corporation (ORCL) 0.6 $5.0M 23k 218.63
Ishares Gold Tr Ishares New (IAU) 0.6 $4.9M 79k 62.36
Ishares Tr Intl Trea Bd Etf (IGOV) 0.6 $4.9M 114k 43.10
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $4.8M 78k 62.02
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.6 $4.8M 39k 123.58
Tesla Motors (TSLA) 0.6 $4.8M 15k 317.66
Ishares Tr Intrm Gov Cr Etf (GVI) 0.5 $4.6M 43k 106.79
Ishares Tr Sp Smcp600vl Etf (IJS) 0.5 $4.5M 45k 99.49
Fidelity Covington Trust High Divid Etf (FDVV) 0.5 $4.4M 85k 52.02
Qualcomm (QCOM) 0.5 $4.3M 27k 159.26
Wal-Mart Stores (WMT) 0.5 $4.3M 44k 97.78
Costco Wholesale Corporation (COST) 0.5 $4.2M 4.3k 990.04
Comcast Corp Cl A (CMCSA) 0.5 $4.1M 115k 35.69
J P Morgan Exchange Traded F Active Growth (JGRO) 0.5 $4.1M 48k 86.07
Exxon Mobil Corporation (XOM) 0.5 $4.1M 38k 107.80
Ishares Tr Msci Intl Qualty (IQLT) 0.5 $4.0M 91k 43.22
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $3.9M 40k 99.20
Ishares Tr Core Msci Total (IXUS) 0.4 $3.7M 48k 77.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $3.7M 6.0k 617.82
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.4 $3.6M 145k 24.71
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $3.6M 18k 197.24
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $3.6M 62k 57.01
Pacer Fds Tr Us Lrg Cp Cash (COWG) 0.4 $3.5M 100k 35.11
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $3.5M 15k 226.49
Ishares Tr Eafe Value Etf (EFV) 0.4 $3.3M 53k 63.48
Walt Disney Company (DIS) 0.4 $3.2M 26k 124.01
Raytheon Technologies Corp (RTX) 0.4 $3.1M 22k 146.02
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.4 $3.1M 39k 79.66
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $3.0M 13k 227.10
Bank of America Corporation (BAC) 0.3 $3.0M 64k 47.32
eBay (EBAY) 0.3 $3.0M 40k 74.46
J P Morgan Exchange Traded F Income Etf (JPIE) 0.3 $3.0M 65k 46.32
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $3.0M 129k 23.24
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.3 $3.0M 108k 27.62
Medtronic SHS (MDT) 0.3 $2.8M 32k 87.17
Capital Group International SHS (CGIC) 0.3 $2.8M 97k 29.11
Ishares Tr Msci India Etf (INDA) 0.3 $2.8M 50k 55.68
Blackrock Etf Trust Ishares Us Thema (THRO) 0.3 $2.8M 78k 35.58
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $2.7M 64k 42.74
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO) 0.3 $2.7M 82k 33.11
Howmet Aerospace (HWM) 0.3 $2.7M 14k 186.12
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $2.6M 41k 63.95
Ishares Tr U.s. Tech Etf (IYW) 0.3 $2.6M 15k 173.27
Netflix (NFLX) 0.3 $2.6M 1.9k 1338.89
Ishares Tr Msci India Sm Cp (SMIN) 0.3 $2.6M 33k 77.18
Fs Credit Opportunities Corp Common Stock (FSCO) 0.3 $2.6M 355k 7.26
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.3 $2.6M 65k 39.49
CarMax (KMX) 0.3 $2.6M 38k 67.21
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $2.5M 63k 40.49
Anthem (ELV) 0.3 $2.5M 6.5k 388.95
Ishares Tr Core Msci Eafe (IEFA) 0.3 $2.5M 30k 83.48
Becton, Dickinson and (BDX) 0.3 $2.5M 14k 172.25
Wisdomtree Tr India Erngs Fd (EPI) 0.3 $2.5M 52k 47.47
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.3 $2.5M 33k 74.04
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.3 $2.4M 51k 47.43
Blacksky Technology Cl A New (BKSY) 0.3 $2.4M 118k 20.58
Aim Etf Products Trust Allianzim Buf 15 (SPBU) 0.3 $2.4M 92k 26.01
Ishares Core Msci Emkt (IEMG) 0.3 $2.4M 40k 60.03
Mastercard Incorporated Cl A (MA) 0.3 $2.3M 4.1k 561.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.3M 4.1k 551.68
ConocoPhillips (COP) 0.3 $2.2M 25k 89.74
Fortinet (FTNT) 0.3 $2.2M 21k 105.72
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $2.2M 30k 73.63
Select Sector Spdr Tr Technology (XLK) 0.2 $2.1M 8.2k 253.22
T Rowe Price Etf Cap Appreciation (TCAF) 0.2 $2.1M 59k 35.28
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.2 $2.1M 27k 74.89
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.2 $2.0M 84k 24.26
Bank of New York Mellon Corporation (BK) 0.2 $2.0M 22k 91.11
Invesco Actively Managed Exc Qqq Income Advan (QQA) 0.2 $2.0M 40k 50.20
Enbridge (ENB) 0.2 $2.0M 45k 45.32
Putnam Etf Trust Focused Lar Cap (PVAL) 0.2 $2.0M 50k 40.23
Victory Portfolios Ii Victoryshares Sm (SFLO) 0.2 $2.0M 77k 26.21
Newmont Mining Corporation (NEM) 0.2 $2.0M 34k 58.26
Pepsi (PEP) 0.2 $2.0M 15k 132.04
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.2 $2.0M 32k 62.58
Ishares Tr Mbs Etf (MBB) 0.2 $2.0M 21k 93.89
Starbucks Corporation (SBUX) 0.2 $2.0M 21k 91.63
Unilever Spon Adr New (UL) 0.2 $1.9M 32k 61.17
Analog Devices (ADI) 0.2 $1.9M 8.0k 238.02
Novartis Sponsored Adr (NVS) 0.2 $1.9M 16k 121.01
Lam Research Corp Com New (LRCX) 0.2 $1.9M 19k 97.34
Veeva Sys Cl A Com (VEEV) 0.2 $1.9M 6.5k 287.98
Capital Group Core Balanced SHS (CGBL) 0.2 $1.9M 56k 33.44
Blackrock Etf Trust Ishares A I Inno (BAI) 0.2 $1.9M 64k 28.85
Cigna Corp (CI) 0.2 $1.8M 5.6k 330.59
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $1.8M 22k 83.74
Ark Etf Tr Innovation Etf (ARKK) 0.2 $1.8M 26k 70.29
Palantir Technologies Cl A (PLTR) 0.2 $1.8M 13k 136.32
Ge Aerospace Com New (GE) 0.2 $1.8M 7.0k 257.39
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $1.8M 70k 25.53
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.2 $1.8M 41k 44.05
Victory Portfolios Ii Vcshs Us 500 Enh (CFO) 0.2 $1.8M 25k 71.29
RPM International (RPM) 0.2 $1.8M 16k 109.84
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.7M 7.4k 236.98
Spdr Series Trust Bloomberg Short (BWZ) 0.2 $1.7M 61k 28.07
UnitedHealth (UNH) 0.2 $1.7M 5.3k 311.96
Air Products & Chemicals (APD) 0.2 $1.6M 5.8k 282.04
Ishares Tr New York Mun Etf (NYF) 0.2 $1.6M 31k 52.14
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.2 $1.6M 35k 46.16
salesforce (CRM) 0.2 $1.6M 5.9k 272.67
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.2 $1.6M 39k 40.46
General Dynamics Corporation (GD) 0.2 $1.6M 5.5k 291.65
Boston Scientific Corporation (BSX) 0.2 $1.6M 15k 107.41
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $1.6M 36k 43.85
Iqvia Holdings (IQV) 0.2 $1.5M 9.8k 157.59
Fidelity Covington Trust Msci Energy Idx (FENY) 0.2 $1.5M 65k 23.45
McKesson Corporation (MCK) 0.2 $1.5M 2.1k 732.62
Ishares Intl High Yield (HYXU) 0.2 $1.5M 28k 54.92
Sanofi Sponsored Adr (SNY) 0.2 $1.4M 30k 48.31
Chevron Corporation (CVX) 0.2 $1.4M 10k 143.19
Advanced Micro Devices (AMD) 0.2 $1.4M 10k 141.90
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.2 $1.4M 33k 43.29
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $1.4M 20k 71.26
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.2 $1.4M 38k 37.29
Blackrock (BLK) 0.2 $1.4M 1.4k 1049.06
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $1.4M 27k 52.84
Verizon Communications (VZ) 0.2 $1.4M 33k 43.27
AmerisourceBergen (COR) 0.2 $1.4M 4.7k 299.84
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.2 $1.4M 33k 42.23
Check Point Software Tech Lt Ord (CHKP) 0.2 $1.4M 6.3k 221.25
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.2 $1.4M 29k 47.00
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.2 $1.4M 36k 37.79
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $1.4M 3.1k 445.20
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.2 $1.4M 36k 38.01
Johnson & Johnson (JNJ) 0.2 $1.4M 8.9k 152.74
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.2 $1.3M 32k 41.30
International Business Machines (IBM) 0.2 $1.3M 4.5k 294.80
Boeing Company (BA) 0.2 $1.3M 6.3k 209.53
Kinross Gold Corp (KGC) 0.2 $1.3M 85k 15.63
Ionq Inc Pipe (IONQ) 0.2 $1.3M 31k 42.97
Fiserv (FI) 0.2 $1.3M 7.6k 172.41
Procter & Gamble Company (PG) 0.1 $1.3M 8.5k 153.26
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $1.3M 11k 112.47
Victory Portfolios Ii Core Intermediat (UITB) 0.1 $1.3M 27k 47.07
Altria (MO) 0.1 $1.3M 21k 58.63
Amgen (AMGN) 0.1 $1.2M 4.5k 279.21
Vanguard World Mega Cap Val Etf (MGV) 0.1 $1.2M 9.4k 131.20
Adobe Systems Incorporated (ADBE) 0.1 $1.2M 3.1k 386.88
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.1 $1.2M 31k 39.52
Coca-Cola Company (KO) 0.1 $1.2M 17k 70.75
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $1.2M 16k 77.34
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.2M 11k 112.00
Home Depot (HD) 0.1 $1.2M 3.3k 366.64
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.1 $1.2M 10k 116.89
CVS Caremark Corporation (CVS) 0.1 $1.2M 17k 68.98
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.1 $1.2M 29k 40.01
Eaton Corp SHS (ETN) 0.1 $1.2M 3.3k 356.96
Merck & Co (MRK) 0.1 $1.2M 15k 79.16
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $1.1M 38k 29.68
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.1 $1.1M 29k 39.76
Entergy Corporation (ETR) 0.1 $1.1M 14k 83.12
Crispr Therapeutics Namen Akt (CRSP) 0.1 $1.1M 23k 48.64
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $1.1M 62k 17.80
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $1.1M 17k 64.01
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $1.1M 65k 16.72
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.1M 22k 49.46
Ishares Tr Core Intl Aggr (IAGG) 0.1 $1.1M 21k 51.09
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.1 $1.1M 26k 40.89
Pfizer Call Option (PFE) 0.1 $1.1M 44k 24.24
Truist Financial Corp equities (TFC) 0.1 $1.1M 25k 42.99
Omni (OMC) 0.1 $1.1M 15k 71.94
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.1 $1.0M 28k 36.93
Lamar Advertising Cl A (LAMR) 0.1 $1.0M 8.6k 121.36
Goldman Sachs (GS) 0.1 $1.0M 1.5k 707.91
Duke Energy Corp Com New (DUK) 0.1 $1.0M 8.7k 118.00
Vanguard World Inf Tech Etf (VGT) 0.1 $1.0M 1.6k 663.36
Autodesk (ADSK) 0.1 $1.0M 3.3k 309.57
Ge Vernova (GEV) 0.1 $1.0M 1.9k 529.03
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $1.0M 19k 55.10
American Tower Reit (AMT) 0.1 $1.0M 4.6k 221.02
Eli Lilly & Co. (LLY) 0.1 $1.0M 1.3k 779.65
Diageo Spon Adr New (DEO) 0.1 $975k 9.7k 100.84
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $969k 14k 67.22
Webster Financial Corporation (WBS) 0.1 $964k 18k 54.60
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $958k 14k 69.09
Fidelity Covington Trust Fundamental Larg (FFLC) 0.1 $940k 19k 48.86
Rigetti Computing Common Stock Call Option (RGTI) 0.1 $930k 79k 11.86
Abbvie (ABBV) 0.1 $929k 5.0k 185.61
Nxp Semiconductors N V (NXPI) 0.1 $919k 4.2k 218.49
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $914k 3.8k 238.67
Applied Materials (AMAT) 0.1 $907k 5.0k 183.06
McDonald's Corporation (MCD) 0.1 $907k 3.1k 292.15
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $895k 17k 52.10
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $893k 12k 72.68
Texas Instruments Incorporated (TXN) 0.1 $890k 4.3k 207.60
Proshares Tr S&p 500 High Inc (ISPY) 0.1 $882k 21k 42.43
United Rentals (URI) 0.1 $878k 1.2k 753.69
Ishares Tr S&p 100 Etf (OEF) 0.1 $868k 2.9k 304.39
Ishares Tr Rus Top 200 Etf (IWL) 0.1 $867k 5.7k 153.12
Aim Etf Products Trust Allianzim Us Lrg (SIXP) 0.1 $862k 30k 29.26
Emerson Electric (EMR) 0.1 $861k 6.5k 133.34
H&R Block (HRB) 0.1 $861k 16k 54.89
Bumble Com Cl A (BMBL) 0.1 $843k 128k 6.59
Advisorshares Tr Advisorshs Etf (CWS) 0.1 $840k 12k 70.00
Ishares Tr Ishares Biotech (IBB) 0.1 $838k 6.6k 126.51
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.1 $835k 19k 44.64
GSK Sponsored Adr (GSK) 0.1 $831k 22k 38.40
Union Pacific Corporation (UNP) 0.1 $831k 3.6k 230.08
Wec Energy Group (WEC) 0.1 $829k 8.0k 104.20
Honeywell International (HON) 0.1 $818k 3.5k 232.90
Ishares Tr Morningstar Grwt (ILCG) 0.1 $811k 8.4k 96.90
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $798k 19k 42.36
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.1 $795k 25k 31.97
Docusign (DOCU) 0.1 $794k 10k 77.89
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $793k 5.3k 150.40
United Parcel Service CL B (UPS) 0.1 $793k 7.9k 100.94
Soundhound Ai Class A Com (SOUN) 0.1 $792k 74k 10.73
Select Sector Spdr Tr Energy (XLE) 0.1 $779k 9.2k 84.81
Spdr Gold Tr Gold Shs (GLD) 0.1 $779k 2.6k 304.83
Wisdomtree Tr Us Multifactor (USMF) 0.1 $775k 15k 51.26
Capital Group Dividend Growe Shs Etf (CGDG) 0.1 $773k 23k 33.63
At&t (T) 0.1 $771k 27k 28.94
Ishares Tr Future Ai & Tech (ARTY) 0.1 $764k 19k 41.00
Capital One Financial (COF) 0.1 $757k 3.6k 212.76
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $752k 2.6k 284.41
Citigroup Com New (C) 0.1 $747k 8.8k 85.12
Caterpillar (CAT) 0.1 $745k 1.9k 388.18
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $734k 25k 28.95
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $731k 5.4k 135.29
Spdr Series Trust Portfolio S&p600 (SPSM) 0.1 $730k 17k 42.60
First Tr Exchange-traded SHS (QTEC) 0.1 $723k 3.4k 212.84
Jd.com Spon Ads Cl A (JD) 0.1 $715k 22k 32.64
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $709k 26k 27.67
M&T Bank Corporation (MTB) 0.1 $702k 3.6k 193.98
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) 0.1 $698k 37k 18.71
Goldman Sachs Etf Tr Access Us Agrat (GCOR) 0.1 $695k 17k 41.34
Lloyds Banking Group Sponsored Adr (LYG) 0.1 $679k 160k 4.25
Morgan Stanley Com New (MS) 0.1 $678k 4.8k 140.86
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $675k 21k 31.80
Genuine Parts Company (GPC) 0.1 $669k 5.5k 121.31
PNC Financial Services (PNC) 0.1 $653k 3.5k 186.42
Huntington Ingalls Inds (HII) 0.1 $653k 2.7k 241.44
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $644k 18k 35.84
Eversource Energy (ES) 0.1 $642k 10k 63.62
Intel Corporation (INTC) 0.1 $640k 29k 22.40
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $629k 15k 42.26
Lincoln National Corporation (LNC) 0.1 $628k 18k 34.60
Ishares Tr Rus 1000 Etf (IWB) 0.1 $628k 1.8k 339.62
Fs Kkr Capital Corp (FSK) 0.1 $625k 30k 20.75
Ingredion Incorporated (INGR) 0.1 $615k 4.5k 135.61
Cisco Systems (CSCO) 0.1 $612k 8.8k 69.38
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.1 $610k 12k 52.34
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS) 0.1 $601k 7.0k 85.57
Ishares Tr Russell 2000 Etf (IWM) 0.1 $599k 2.8k 215.79
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $599k 5.7k 104.30
Ford Motor Company (F) 0.1 $595k 55k 10.85
Tortoise Capital Series Trus Energy Fd (TNGY) 0.1 $588k 64k 9.17
Norwegian Cruise Line Hldg L SHS (NCLH) 0.1 $587k 29k 20.28
Sempra Energy (SRE) 0.1 $582k 7.7k 75.77
Allegion Ord Shs (ALLE) 0.1 $581k 4.0k 144.10
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $580k 4.4k 133.31
Broadridge Financial Solutions (BR) 0.1 $578k 2.4k 242.98
Fidelity National Information Services (FIS) 0.1 $560k 6.9k 81.41
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $559k 8.5k 65.52
Novo-nordisk A S Adr (NVO) 0.1 $557k 8.1k 69.02
Prudential Financial (PRU) 0.1 $554k 5.2k 107.43
Occidental Petroleum Corporation (OXY) 0.1 $546k 13k 42.01
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $545k 11k 48.86
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $544k 4.8k 113.41
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.1 $542k 8.1k 67.27
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $538k 4.8k 112.34
Ameriprise Financial (AMP) 0.1 $533k 999.00 533.73
Automatic Data Processing (ADP) 0.1 $531k 1.7k 308.46
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $527k 10k 50.76
American Express Company (AXP) 0.1 $526k 1.6k 319.05
Edison International (EIX) 0.1 $515k 10k 51.60
Cantor Equity Partners I Shs Cl A (CEPO) 0.1 $515k 43k 11.90
Freeport-mcmoran CL B (FCX) 0.1 $513k 12k 43.35
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW) 0.1 $511k 15k 33.36
Valmont Industries (VMI) 0.1 $510k 1.6k 326.57
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $508k 12k 43.63
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $505k 15k 34.48
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $504k 5.4k 92.63
Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.1 $503k 7.9k 63.71
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $497k 14k 34.48
Prologis (PLD) 0.1 $496k 4.7k 105.12
TJX Companies (TJX) 0.1 $492k 4.0k 123.50
Verisign (VRSN) 0.1 $486k 1.7k 288.82
Ecolab (ECL) 0.1 $480k 1.8k 269.37
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.1 $476k 9.7k 49.10
Diamondback Energy (FANG) 0.1 $475k 3.5k 137.38
Zebra Technologies Corporati Cl A (ZBRA) 0.1 $473k 1.5k 308.36
CSX Corporation (CSX) 0.1 $466k 14k 32.63
Vertiv Holdings Com Cl A (VRT) 0.1 $462k 3.6k 128.41
Carrier Global Corporation (CARR) 0.1 $462k 6.3k 73.19
Global X Fds Artificial Etf (AIQ) 0.1 $461k 11k 43.69
Ishares Tr Us Aer Def Etf (ITA) 0.1 $457k 2.4k 188.61
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.1 $456k 14k 32.89
Wyndham Hotels And Resorts (WH) 0.1 $456k 5.6k 81.21
Toyota Motor Corp Ads (TM) 0.1 $455k 2.6k 172.26
Wayfair Cl A (W) 0.1 $452k 8.8k 51.14
Ishares Tr Europe Etf (IEV) 0.1 $451k 7.1k 63.25
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $451k 1.7k 269.33
Constellation Energy (CEG) 0.1 $448k 1.4k 322.76
Blackstone Group Inc Com Cl A (BX) 0.1 $446k 3.0k 149.59
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $443k 3.8k 116.16
Yum China Holdings (YUMC) 0.1 $443k 9.9k 44.71
Jackson Financial Com Cl A (JXN) 0.1 $442k 5.0k 88.79
Vanguard Index Fds Value Etf (VTV) 0.0 $432k 2.4k 176.71
Warner Music Group Corp Com Cl A (WMG) 0.0 $431k 16k 27.24
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.0 $427k 16k 26.69
Dell Technologies CL C (DELL) 0.0 $426k 3.5k 122.59
Fluor Corporation (FLR) 0.0 $421k 8.2k 51.27
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.0 $418k 4.7k 88.74
Lockheed Martin Corporation (LMT) 0.0 $417k 901.00 463.25
Ishares Msci Brazil Etf (EWZ) 0.0 $416k 14k 28.85
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $413k 7.4k 56.12
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $412k 4.5k 91.96
Victory Portfolios Ii Vcshs Us 500 Vol (CFA) 0.0 $411k 4.7k 87.96
Aim Etf Products Trust Allianzim U S La (SIXD) 0.0 $409k 15k 27.44
Lowe's Companies (LOW) 0.0 $407k 2.1k 195.36
Us Bancorp Del Com New (USB) 0.0 $405k 9.0k 45.25
Ishares Esg Awr Msci Em (ESGE) 0.0 $404k 10k 39.17
Ishares Tr National Mun Etf (MUB) 0.0 $401k 3.8k 104.48
Rentokil Initial Sponsored Adr (RTO) 0.0 $400k 17k 24.00
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $394k 8.3k 47.54
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $393k 3.7k 106.34
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.0 $388k 7.8k 49.82
Aim Etf Products Trust Allianzim Us Equ (ARLU) 0.0 $385k 14k 27.88
Nano Nuclear Energy (NNE) 0.0 $385k 11k 34.49
Nuveen Equity Premium Income Fund (BXMX) 0.0 $384k 28k 13.88
Grupo Cibest Sa Spon Ads (CIB) 0.0 $384k 8.3k 46.19
Unum (UNM) 0.0 $381k 4.7k 80.76
Voyager Therapeutics (VYGR) 0.0 $377k 121k 3.11
Ishares Tr Tips Bd Etf (TIP) 0.0 $376k 3.4k 110.04
Asml Holding N V N Y Registry Shs (ASML) 0.0 $370k 462.00 801.76
Micron Technology (MU) 0.0 $368k 3.0k 123.26
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) 0.0 $368k 12k 31.59
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $364k 3.6k 101.60
Cheniere Energy Com New (LNG) 0.0 $364k 1.5k 243.52
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.0 $363k 8.3k 43.89
Pacer Fds Tr Us Small Cap Cas (CALF) 0.0 $361k 9.1k 39.81
Ishares Tr Select Divid Etf (DVY) 0.0 $355k 2.7k 132.83
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $351k 2.6k 135.04
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $348k 6.5k 53.93
Bio Rad Labs Cl A (BIO) 0.0 $348k 1.4k 241.32
Renatus Tactical Acquis Unit 05/15/2030 (RTACU) 0.0 $345k 27k 12.73
AFLAC Incorporated (AFL) 0.0 $344k 4.0k 86.98
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $344k 6.6k 52.06
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $344k 810.00 424.32
V.F. Corporation (VFC) 0.0 $344k 29k 11.75
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $342k 5.7k 59.81
Rocket Cos Com Cl A (RKT) 0.0 $341k 24k 14.18
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $339k 12k 28.05
Affirm Hldgs Com Cl A (AFRM) 0.0 $338k 4.9k 69.14
Comerica Incorporated (CMA) 0.0 $337k 5.7k 59.65
Enterprise Products Partners (EPD) 0.0 $333k 11k 31.01
Sei Exchange Traded Funds Select Intl Equi (SEIE) 0.0 $332k 11k 29.48
Casella Waste Sys Cl A (CWST) 0.0 $332k 2.9k 115.38
JBS Cl A Shs (JBS) 0.0 $325k 22k 14.61
Nextera Energy (NEE) 0.0 $324k 4.7k 69.41
Abbott Laboratories (ABT) 0.0 $324k 2.4k 135.99
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $323k 1.8k 181.70
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.0 $322k 3.5k 92.59
First Tr Exchange-traded SHS (FVD) 0.0 $320k 7.2k 44.70
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $316k 13k 24.38
Nuveen Real (JRI) 0.0 $316k 23k 13.50
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $312k 13k 23.23
Marvell Technology Call Option (MRVL) 0.0 $310k 4.0k 77.40
Charles River Laboratories (CRL) 0.0 $309k 2.0k 151.73
Valaris Cl A (VAL) 0.0 $309k 7.3k 42.11
Warner Bros Discovery Com Ser A (WBD) 0.0 $308k 27k 11.46
Sofi Technologies (SOFI) 0.0 $306k 17k 18.21
Trane Technologies SHS (TT) 0.0 $304k 696.00 437.41
Cameco Corporation (CCJ) 0.0 $302k 4.1k 74.24
MetLife (MET) 0.0 $302k 3.8k 80.43
Central Europe and Russia Fund (CEE) 0.0 $302k 19k 15.52
Parker-Hannifin Corporation (PH) 0.0 $301k 431.00 698.13
Frontdoor (FTDR) 0.0 $299k 5.1k 58.94
Wisdomtree Tr Wisdomtree Us Va (WTV) 0.0 $299k 3.5k 86.40
Guggenheim Strategic Opportu Com Sbi (GOF) 0.0 $299k 20k 14.89
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $298k 3.2k 93.78
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.0 $295k 7.3k 40.65
Cintas Corporation (CTAS) 0.0 $294k 1.3k 222.82
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.0 $292k 7.4k 39.66
Cantor Equity Partners Ii In Cl A Ord Shs (CEPT) 0.0 $290k 26k 11.03
General Motors Company (GM) 0.0 $290k 5.9k 49.21
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.0 $285k 15k 18.46
Stryker Corporation (SYK) 0.0 $284k 717.00 395.71
Labcorp Holdings Com Shs (LH) 0.0 $282k 1.1k 262.46
Ares Capital Corporation (ARCC) 0.0 $282k 13k 21.96
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $277k 3.5k 78.70
Uipath Cl A (PATH) 0.0 $275k 22k 12.80
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $271k 1.2k 217.33
Spdr Series Trust S&p Divid Etf (SDY) 0.0 $269k 2.0k 135.73
Ishares Tr Gnma Bond Etf (GNMA) 0.0 $269k 6.1k 43.95
Pimco Dynamic Income SHS (PDI) 0.0 $268k 14k 18.97
Aim Etf Products Trust Us Lrgcp B10 Apr (APRT) 0.0 $267k 6.8k 39.26
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $267k 3.0k 89.22
Archer Aviation Com Cl A (ACHR) 0.0 $266k 25k 10.85
Capri Holdings SHS (CPRI) 0.0 $266k 15k 17.70
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $264k 1.1k 240.32
Phillips 66 (PSX) 0.0 $263k 2.2k 119.32
Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $262k 33k 8.02
Palo Alto Networks (PANW) 0.0 $261k 1.3k 204.64
Compass Minerals International (CMP) 0.0 $260k 13k 20.09
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) 0.0 $260k 5.4k 48.65
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.0 $260k 4.9k 53.59
Stanley Black & Decker (SWK) 0.0 $260k 3.8k 67.74
First Tr Exchange-traded No Amer Energy (EMLP) 0.0 $259k 6.9k 37.51
Establishment Labs Holdings Ord (ESTA) 0.0 $257k 6.0k 42.71
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT) 0.0 $256k 6.4k 40.14
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $256k 6.2k 41.59
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $256k 3.1k 82.86
Aim Etf Products Trust Allianzim 6 Mont (SPBX) 0.0 $254k 9.8k 25.87
Hormel Foods Corporation (HRL) 0.0 $253k 8.4k 30.25
Blackrock Capital Allocation Trust (BCAT) 0.0 $252k 17k 15.14
Flexshares Tr Us Quality Cap (QLC) 0.0 $252k 3.5k 71.22
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.0 $252k 13k 19.43
Kkr & Co (KKR) 0.0 $252k 1.9k 133.01
Intuitive Surgical Com New (ISRG) 0.0 $252k 463.00 543.41
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.0 $251k 7.3k 34.41
Williams-Sonoma (WSM) 0.0 $251k 1.5k 163.32
Ishares Tr Latn Amer 40 Etf (ILF) 0.0 $247k 9.4k 26.21
Energizer Holdings (ENR) 0.0 $246k 12k 20.16
Ishares Emng Mkts Eqt (EMGF) 0.0 $242k 4.6k 52.07
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $241k 4.9k 49.51
Snap Cl A (SNAP) 0.0 $239k 28k 8.69
Hartford Financial Services (HIG) 0.0 $237k 1.9k 126.89
Bristol Myers Squibb (BMY) 0.0 $236k 5.1k 46.29
Spdr Series Trust Portfli Tips Etf (SPIP) 0.0 $232k 8.9k 26.06
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $230k 9.1k 25.30
Otis Worldwide Corp (OTIS) 0.0 $230k 2.3k 99.02
3M Company (MMM) 0.0 $228k 1.5k 152.21
American Electric Power Company (AEP) 0.0 $228k 2.2k 103.77
Silicon Motion Technology Sponsored Adr (SIMO) 0.0 $226k 3.0k 75.18
Global X Fds Russell 2000 (RYLD) 0.0 $225k 15k 14.91
Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $224k 7.2k 31.09
DTE Energy Company (DTE) 0.0 $224k 1.7k 132.49
Ptc (PTC) 0.0 $223k 1.3k 172.34
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.0 $222k 4.4k 50.31
Victorias Secret And Common Stock (VSCO) 0.0 $222k 12k 18.52
Thermo Fisher Scientific (TMO) 0.0 $220k 542.00 405.31
Ishares Ethereum Tr SHS (ETHA) 0.0 $220k 12k 19.07
Nuveen Dynamic Mun Opportuni Com Shs (NDMO) 0.0 $220k 22k 10.07
Crowdstrike Hldgs Cl A (CRWD) 0.0 $219k 429.00 509.31
Danaher Corporation (DHR) 0.0 $217k 1.1k 197.55
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $217k 4.1k 52.76
Consolidated Edison (ED) 0.0 $214k 2.1k 100.36
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 0.0 $212k 3.9k 54.92
Ishares Tr Core High Dv Etf (HDV) 0.0 $210k 1.8k 117.14
Morgan Stanley Direct Lendin Com Shs (MSDL) 0.0 $210k 11k 18.72
Innovator Etfs Trust Equity Def Protn (TJUL) 0.0 $209k 7.3k 28.69
Hcm Ii Acquisition Corp Shs Cl A (HOND) 0.0 $209k 19k 11.10
Colgate-Palmolive Company (CL) 0.0 $208k 2.3k 90.90
Yorkville Acquisition Corp. Unit 06/06/2030 0.0 $208k 19k 11.25
Aim Etf Products Trust Allianzim Us Eqt (OCTU) 0.0 $207k 7.9k 26.27
Select Sector Spdr Tr Financial (XLF) 0.0 $206k 3.9k 52.37
Lithia Motors (LAD) 0.0 $206k 610.00 337.82
Oneok (OKE) 0.0 $206k 2.5k 81.63
Totalenergies Se Sponsored Ads (TTE) 0.0 $206k 3.3k 61.39
Manulife Finl Corp (MFC) 0.0 $205k 6.4k 31.96
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $205k 1.7k 121.38
O'reilly Automotive (ORLY) 0.0 $205k 2.3k 90.13
Dimensional Etf Trust Short Duration F (DFSD) 0.0 $205k 4.3k 48.01
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.0 $205k 10k 19.91
Marriott Intl Cl A (MAR) 0.0 $204k 746.00 273.13
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $203k 1.0k 194.99
Microstrategy Cl A New (MSTR) 0.0 $201k 496.00 404.23
Barings Bdc (BBDC) 0.0 $200k 22k 9.14
Permian Resources Corp Class A Com (PR) 0.0 $198k 15k 13.62
Guess? (GES) 0.0 $198k 16k 12.09
Procap Acquisition Corp Unit 05/16/2030 (PCAPU) 0.0 $195k 18k 10.72
Commscope Hldg (COMM) 0.0 $178k 22k 8.28
Ecopetrol S A Sponsored Ads (EC) 0.0 $175k 20k 8.85
Core Scientific (CORZ) 0.0 $174k 10k 17.07
Nuveen Insd Dividend Advantage (NVG) 0.0 $165k 14k 11.93
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $165k 15k 11.13
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.0 $153k 12k 12.51
Hanesbrands (HBI) 0.0 $147k 32k 4.58
Vale S A Sponsored Ads (VALE) 0.0 $147k 15k 9.71
Purecycle Technologies (PCT) 0.0 $140k 10k 13.70
American Airls (AAL) 0.0 $139k 12k 11.22
Cleveland-cliffs (CLF) 0.0 $138k 18k 7.60
Uwm Holdings Corporation Com Cl A (UWMC) 0.0 $124k 30k 4.14
Overstock (BBBY) 0.0 $119k 17k 6.88
Goldman Sachs Bdc SHS (GSBD) 0.0 $115k 10k 11.25
Clough Global Opportunities Sh Ben Int (GLO) 0.0 $109k 20k 5.43
Brightspire Capital Com Cl A (BRSP) 0.0 $86k 17k 5.05
Sunopta (STKL) 0.0 $72k 12k 5.80
Fortrea Hldgs Common Stock (FTRE) 0.0 $70k 14k 4.94
Plby Group Ord (PLBY) 0.0 $50k 31k 1.62
JetBlue Airways Corporation (JBLU) 0.0 $47k 11k 4.23
Maravai Lifesciences Hldgs I Com Cl A (MRVI) 0.0 $46k 19k 2.41
3-d Sys Corp Del Com New (DDD) 0.0 $35k 23k 1.54
Editas Medicine (EDIT) 0.0 $33k 15k 2.20
Ring Energy (REI) 0.0 $30k 38k 0.79
Purple Innovatio (PRPL) 0.0 $30k 41k 0.73
Kopin Corporation (KOPN) 0.0 $17k 11k 1.53
Ree Automotive Shs Cl A New (REE) 0.0 $11k 18k 0.59