Patriot Financial Group Insurance Agency

Patriot Financial Group Insurance Agency as of Dec. 31, 2025

Portfolio Holdings for Patriot Financial Group Insurance Agency

Patriot Financial Group Insurance Agency holds 501 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 2.6 $22M 45k 483.62
Apple (AAPL) 2.5 $21M 77k 271.86
Ishares Tr Core S&p500 Etf (IVV) 2.5 $21M 31k 684.94
NVIDIA Corporation (NVDA) 2.1 $18M 97k 186.50
Alphabet Cap Stk Cl C (GOOG) 1.7 $15M 46k 313.80
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.7 $14M 22k 627.14
Amazon (AMZN) 1.5 $12M 54k 230.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $12M 24k 502.64
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.4 $12M 199k 60.81
JPMorgan Chase & Co. (JPM) 1.1 $9.2M 29k 322.22
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.1 $9.0M 158k 57.24
Meta Platforms Cl A (META) 1.1 $9.0M 14k 660.10
Blackrock Etf Trust Ishares Us Larg (BALI) 1.0 $8.2M 258k 31.68
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.9 $8.0M 245k 32.62
Spdr Series Trust State Street Spd (SPLG) 0.9 $7.9M 99k 80.22
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $7.7M 23k 335.27
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $7.5M 34k 219.78
Spdr Series Trust State Street Spd (SPYG) 0.8 $7.1M 67k 106.70
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $7.1M 57k 123.26
Ishares Msci Gbl Min Vol (ACWV) 0.8 $7.0M 59k 118.75
Vanguard Index Fds Growth Etf (VUG) 0.8 $6.9M 14k 487.86
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $6.9M 24k 290.23
Wells Fargo & Company (WFC) 0.8 $6.8M 73k 93.20
Broadcom (AVGO) 0.8 $6.7M 20k 346.10
Palantir Technologies Cl A (PLTR) 0.8 $6.7M 38k 177.75
Ishares Gold Tr Ishares New (IAU) 0.8 $6.5M 80k 81.17
Philip Morris International (PM) 0.8 $6.4M 40k 160.40
Ishares Tr Intl Trea Bd Etf (IGOV) 0.8 $6.4M 153k 41.66
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.7 $6.1M 104k 58.12
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.7 $6.0M 157k 38.11
Putnam Etf Trust Focused Lar Cap (PVAL) 0.7 $5.9M 130k 45.57
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) 0.7 $5.7M 8.4k 681.92
Tesla Motors (TSLA) 0.7 $5.7M 13k 449.72
Wal-Mart Stores (WMT) 0.7 $5.5M 50k 111.41
Netflix (NFLX) 0.7 $5.5M 59k 93.76
Ishares Tr S&p 500 Val Etf (IVE) 0.7 $5.5M 26k 212.07
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $5.4M 27k 198.62
Ishares Core Msci Emkt (IEMG) 0.6 $5.3M 78k 67.22
Oracle Corporation (ORCL) 0.6 $5.1M 26k 194.91
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.6 $5.1M 78k 65.48
Booking Holdings (BKNG) 0.6 $5.0M 939.00 5358.01
Costco Wholesale Corporation (COST) 0.6 $5.0M 5.8k 862.35
Fidelity Covington Trust High Divid Etf (FDVV) 0.6 $4.9M 87k 56.69
Ishares Tr Core Msci Total (IXUS) 0.6 $4.8M 57k 84.64
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $4.8M 48k 99.88
Ishares Tr Intrm Gov Cr Etf (GVI) 0.6 $4.6M 43k 107.35
J P Morgan Exchange Traded F Active Growth (JGRO) 0.5 $4.6M 49k 92.80
Exxon Mobil Corporation (XOM) 0.5 $4.5M 38k 120.34
Lam Research Corp Com New (LRCX) 0.5 $4.4M 26k 171.18
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $4.4M 98k 44.41
Ge Aerospace Com New (GE) 0.5 $4.3M 14k 308.03
Raytheon Technologies Corp (RTX) 0.5 $4.3M 23k 183.40
Charles Schwab Corporation (SCHW) 0.5 $4.2M 42k 99.91
Ishares Tr Core Univrsl Usd (IUSB) 0.5 $4.1M 89k 46.54
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.5 $4.1M 156k 26.24
Johnson & Johnson (JNJ) 0.5 $4.0M 19k 206.95
Comcast Corp Cl A (CMCSA) 0.5 $3.8M 129k 29.89
Blackrock Etf Trust Ishares A I Inno (BAI) 0.4 $3.7M 112k 33.30
Advanced Micro Devices (AMD) 0.4 $3.6M 17k 214.16
Mastercard Incorporated Cl A (MA) 0.4 $3.6M 6.3k 570.86
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $3.6M 30k 120.18
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO) 0.4 $3.5M 100k 34.73
Blackrock Etf Trust Ishares Us Thema (THRO) 0.4 $3.4M 89k 38.56
Abbvie (ABBV) 0.4 $3.4M 15k 228.49
Becton, Dickinson and (BDX) 0.4 $3.4M 17k 194.07
Pacer Fds Tr Us Lrg Cp Cash (COWG) 0.4 $3.4M 96k 35.21
Newmont Mining Corporation (NEM) 0.4 $3.3M 33k 99.85
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.4 $3.3M 13k 252.92
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $3.3M 42k 77.88
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $3.3M 140k 23.37
Ishares Tr Eafe Value Etf (EFV) 0.4 $3.2M 45k 71.41
J P Morgan Exchange Traded F Income Etf (JPIE) 0.4 $3.2M 69k 46.29
Home Depot (HD) 0.4 $3.2M 9.2k 344.11
Alphabet Cap Stk Cl A (GOOGL) 0.4 $3.1M 10k 312.99
Medtronic SHS (MDT) 0.4 $3.1M 32k 96.06
Visa Com Cl A (V) 0.4 $3.1M 8.7k 350.69
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $2.9M 20k 143.52
ConocoPhillips (COP) 0.3 $2.8M 30k 93.61
Omni (OMC) 0.3 $2.8M 35k 80.75
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.3 $2.8M 65k 43.64
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.3 $2.8M 47k 59.28
Analog Devices (ADI) 0.3 $2.7M 9.8k 271.19
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $2.6M 42k 62.47
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.6M 4.2k 614.27
Novartis Sponsored Adr (NVS) 0.3 $2.6M 19k 137.87
Howmet Aerospace (HWM) 0.3 $2.6M 13k 205.01
Spdr Series Trust Bloomberg Short (BWZ) 0.3 $2.5M 93k 27.41
Aim Etf Products Trust Allianzim Buf 15 (SPBU) 0.3 $2.5M 89k 28.15
Enbridge (ENB) 0.3 $2.5M 52k 47.83
Chevron Corporation (CVX) 0.3 $2.5M 16k 152.41
Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.3 $2.5M 49k 50.84
Qualcomm (QCOM) 0.3 $2.5M 14k 171.05
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.3 $2.5M 99k 24.87
Applied Materials (AMAT) 0.3 $2.4M 9.5k 256.98
Bank of New York Mellon Corporation (BK) 0.3 $2.4M 21k 116.09
General Dynamics Corporation (GD) 0.3 $2.4M 7.2k 336.65
Ge Vernova (GEV) 0.3 $2.4M 3.7k 653.52
Barrick Mng Corp Com Shs (B) 0.3 $2.4M 54k 43.55
Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.4M 9.1k 257.95
Ishares Euro High Yield (HYXU) 0.3 $2.4M 44k 53.29
T Rowe Price Etf Cap Appreciation (TCAF) 0.3 $2.3M 61k 38.22
Ishares Tr Mbs Etf (MBB) 0.3 $2.3M 24k 95.22
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $2.3M 83k 27.43
Unilever Spon Adr New 0.3 $2.3M 35k 65.40
Fs Credit Opportunities Corp Common Stock (FSCO) 0.3 $2.3M 359k 6.30
Spdr Series Trust State Street Spd (SPTM) 0.3 $2.2M 27k 82.50
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $2.2M 30k 74.07
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $2.2M 33k 66.00
Ishares Tr Core Div Grwth (DGRO) 0.3 $2.1M 31k 69.42
Victory Portfolios Ii Victoryshares Sm (SFLO) 0.3 $2.1M 73k 29.49
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.3 $2.1M 23k 91.40
Ishares Tr U.s. Tech Etf (IYW) 0.3 $2.1M 11k 199.68
Verizon Communications (VZ) 0.3 $2.1M 52k 40.73
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.2 $2.1M 32k 66.43
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.2 $2.1M 45k 46.22
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $2.1M 17k 119.32
McKesson Corporation (MCK) 0.2 $2.1M 2.5k 820.39
Kinross Gold Corp (KGC) 0.2 $1.9M 68k 28.16
Ishares Tr Us Aer Def Etf (ITA) 0.2 $1.9M 8.9k 214.68
Bank of America Corporation (BAC) 0.2 $1.9M 35k 55.00
Cisco Systems (CSCO) 0.2 $1.9M 25k 77.03
Capital Group Core Balanced SHS (CGBL) 0.2 $1.9M 52k 35.33
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $1.8M 21k 85.77
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.8M 25k 73.56
Walt Disney Company (DIS) 0.2 $1.8M 16k 113.77
Eli Lilly & Co. (LLY) 0.2 $1.8M 1.7k 1074.49
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.2 $1.8M 37k 48.72
McDonald's Corporation (MCD) 0.2 $1.8M 5.7k 305.64
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $1.7M 23k 75.05
Victory Portfolios Ii Vcshs Us 500 Enh (CFO) 0.2 $1.7M 23k 73.84
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.2 $1.7M 40k 43.25
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $1.7M 33k 52.77
Ark Etf Tr Innovation Etf (ARKK) 0.2 $1.7M 22k 76.92
Blacksky Technology Cl A New (BKSY) 0.2 $1.7M 91k 18.75
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $1.7M 37k 46.43
Cigna Corp (CI) 0.2 $1.7M 6.1k 275.25
RPM International (RPM) 0.2 $1.7M 16k 104.00
Dominion Resources Call Option (D) 0.2 $1.7M 28k 58.59
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.2 $1.7M 35k 47.02
Altria (MO) 0.2 $1.7M 29k 57.66
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.2 $1.6M 13k 126.46
Intuitive Surgical Com New (ISRG) 0.2 $1.6M 2.8k 566.36
Fortinet (FTNT) 0.2 $1.6M 20k 79.41
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $1.6M 6.4k 250.31
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.2 $1.6M 32k 49.86
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $1.6M 34k 46.81
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.2 $1.5M 35k 43.92
Entergy Corporation (ETR) 0.2 $1.5M 16k 92.43
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.2 $1.5M 36k 41.78
Boston Scientific Corporation (BSX) 0.2 $1.5M 15k 95.35
Ishares Tr New York Mun Etf (NYF) 0.2 $1.5M 27k 53.51
Ishares U S Etf Tr Short Duration B (NEAR) 0.2 $1.4M 28k 51.10
At&t (T) 0.2 $1.4M 58k 24.84
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.2 $1.4M 35k 40.72
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.2 $1.4M 36k 39.12
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $1.4M 3.0k 453.36
Coca-Cola Company (KO) 0.2 $1.4M 20k 69.91
Fidelity Covington Trust Fundamental Larg (FFLC) 0.2 $1.4M 26k 53.36
Bluerock Pvt Real Estate 0.2 $1.4M 91k 15.00
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.2 $1.3M 30k 44.94
Valero Energy Corporation (VLO) 0.2 $1.3M 8.3k 162.79
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.2 $1.3M 31k 43.38
International Business Machines (IBM) 0.2 $1.3M 4.5k 296.23
Proshares Tr S&p 500 High Inc (ISPY) 0.2 $1.3M 29k 45.63
UnitedHealth (UNH) 0.2 $1.3M 4.0k 330.08
Rigetti Computing Common Stock (RGTI) 0.2 $1.3M 60k 22.15
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.2 $1.3M 33k 39.59
Intuit (INTU) 0.2 $1.3M 1.9k 662.34
Ford Motor Company (F) 0.2 $1.3M 97k 13.12
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.2 $1.3M 8.8k 143.89
Arista Networks Com Shs (ANET) 0.1 $1.3M 9.6k 131.03
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $1.3M 8.7k 143.97
Blackrock (BLK) 0.1 $1.2M 1.2k 1070.12
Uber Technologies (UBER) 0.1 $1.2M 15k 81.71
Aim Etf Products Trust Allianzim Us Eqt (SIXP) 0.1 $1.2M 40k 31.55
Ishares Tr S&p 100 Etf (OEF) 0.1 $1.2M 3.6k 343.01
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.2M 3.1k 396.31
Truist Financial Corp equities (TFC) 0.1 $1.2M 25k 49.21
CVS Caremark Corporation (CVS) 0.1 $1.2M 16k 79.36
Servicenow (NOW) 0.1 $1.2M 8.0k 153.19
Uipath Cl A Call Option (PATH) 0.1 $1.2M 74k 16.39
Crispr Therapeutics Namen Akt (CRSP) 0.1 $1.2M 23k 52.44
Boeing Company (BA) 0.1 $1.2M 5.5k 217.12
Lamar Advertising Cl A (LAMR) 0.1 $1.2M 9.4k 126.59
Pepsi (PEP) 0.1 $1.2M 8.3k 143.51
GSK Sponsored Adr (GSK) 0.1 $1.2M 24k 49.04
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $1.2M 14k 85.37
Vanguard World Inf Tech Etf (VGT) 0.1 $1.2M 1.5k 753.92
Victory Portfolios Ii Core Intermediat (UITB) 0.1 $1.2M 25k 47.35
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.1 $1.1M 26k 43.72
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.1 $1.1M 27k 41.88
Ishares Tr Core Intl Aggr (IAGG) 0.1 $1.1M 23k 50.01
American Electric Power Company (AEP) 0.1 $1.1M 9.8k 115.31
Caterpillar (CAT) 0.1 $1.1M 2.0k 572.93
Amphenol Corp Cl A (APH) 0.1 $1.1M 8.1k 135.14
Procter & Gamble Company (PG) 0.1 $1.1M 7.7k 143.31
Duke Energy Corp Com New (DUK) 0.1 $1.1M 9.2k 117.21
Capital Group Dividend Growe Shs Etf (CGDG) 0.1 $1.1M 30k 35.64
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $1.1M 18k 60.17
Global X Fds Artificial Etf (AIQ) 0.1 $1.1M 21k 50.86
Webster Financial Corporation (WBS) 0.1 $1.1M 17k 62.94
Merck & Co (MRK) 0.1 $1.0M 9.9k 105.26
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $1.0M 13k 77.02
Spdr Series Trust State Street Spd (SPSM) 0.1 $1.0M 22k 46.86
Huntington Ingalls Inds (HII) 0.1 $1.0M 3.0k 340.07
Veeva Sys Cl A Com (VEEV) 0.1 $1.0M 4.5k 223.23
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $1.0M 22k 46.80
Valmont Industries (VMI) 0.1 $997k 2.5k 402.32
Eaton Corp SHS (ETN) 0.1 $996k 3.1k 318.48
Nextera Energy (NEE) 0.1 $986k 12k 80.28
Applovin Corp Com Cl A (APP) 0.1 $984k 1.5k 673.82
Linde SHS (LIN) 0.1 $971k 2.3k 426.39
Lloyds Banking Group Sponsored Adr (LYG) 0.1 $955k 180k 5.30
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $933k 53k 17.67
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) 0.1 $931k 49k 19.15
Ionq Inc Pipe (IONQ) 0.1 $925k 21k 44.87
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $923k 28k 32.57
Kla Corp Com New (KLAC) 0.1 $920k 757.00 1215.08
Allegion Ord Shs (ALLE) 0.1 $916k 5.8k 159.22
Wec Energy Group (WEC) 0.1 $913k 8.7k 105.46
Spdr Series Trust State Street Spd (XBI) 0.1 $910k 7.5k 121.93
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $881k 5.2k 167.94
Air Products & Chemicals (APD) 0.1 $868k 3.5k 247.03
American Tower Reit (AMT) 0.1 $868k 4.9k 175.59
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $864k 5.8k 148.98
Morgan Stanley Com New (MS) 0.1 $860k 4.8k 177.54
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $853k 29k 29.61
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $827k 5.6k 146.58
Union Pacific Corporation (UNP) 0.1 $827k 3.6k 231.33
Advisorshares Tr Advisorshs Etf (CWS) 0.1 $824k 12k 68.73
Micron Technology Call Option (MU) 0.1 $799k 2.8k 285.41
Starbucks Corporation (SBUX) 0.1 $791k 9.4k 84.21
Ishares Tr Core Msci Eafe (IEFA) 0.1 $790k 8.8k 89.46
Honeywell International (HON) 0.1 $786k 4.0k 195.09
Goldman Sachs (GS) 0.1 $768k 873.00 879.16
Lincoln National Corporation (LNC) 0.1 $764k 17k 44.53
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) 0.1 $760k 14k 55.57
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $759k 6.6k 114.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $757k 14k 53.76
Warner Bros Discovery Com Ser A (WBD) 0.1 $756k 26k 28.82
Genuine Parts Company (GPC) 0.1 $747k 6.1k 122.97
Fidelity National Information Services (FIS) 0.1 $746k 11k 66.46
Yum China Holdings (YUMC) 0.1 $741k 16k 47.74
M&T Bank Corporation (MTB) 0.1 $735k 3.6k 201.51
Goldman Sachs Etf Tr Access Us Agrat (GCOR) 0.1 $734k 18k 41.52
Spdr Series Trust State Street Spd (SPYV) 0.1 $718k 13k 56.81
Warner Music Group Corp Com Cl A (WMG) 0.1 $715k 23k 30.67
Profesionally Managed Portfo Akre Focus Etf 0.1 $714k 11k 65.51
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $713k 18k 39.59
Rentokil Initial Sponsored Adr (RTO) 0.1 $712k 24k 29.46
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $698k 16k 44.50
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $678k 2.5k 275.39
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS) 0.1 $675k 7.1k 94.40
Sempra Energy (SRE) 0.1 $673k 7.6k 88.30
Pfizer Call Option (PFE) 0.1 $668k 27k 24.90
American Express Company (AXP) 0.1 $667k 1.8k 369.98
Eversource Energy (ES) 0.1 $664k 9.9k 67.33
Welltower Inc Com reit (WELL) 0.1 $661k 3.6k 185.61
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $660k 2.4k 279.10
Cooper Cos (COO) 0.1 $660k 8.0k 81.96
Ingredion Incorporated (INGR) 0.1 $641k 5.8k 110.27
Amgen (AMGN) 0.1 $638k 2.0k 327.28
Ishares Msci Brazil Etf (EWZ) 0.1 $638k 20k 31.77
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $627k 2.1k 301.19
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $624k 18k 34.26
Ishares Tr Rus 1000 Etf (IWB) 0.1 $617k 1.7k 373.54
Verisign (VRSN) 0.1 $609k 2.5k 242.91
TJX Companies (TJX) 0.1 $607k 4.0k 153.62
Fidelity Covington Trust Int Vl Fct Etf (FIVA) 0.1 $606k 18k 34.23
Freeport-mcmoran CL B (FCX) 0.1 $591k 12k 50.79
Blackrock Etf Trust Ishares Us Carbo (LCTU) 0.1 $588k 7.9k 74.09
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $574k 6.0k 96.28
Prudential Financial (PRU) 0.1 $570k 5.1k 112.88
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.1 $567k 453.00 1252.00
Global X Fds Global X Uranium (URA) 0.1 $565k 13k 42.73
Rocket Cos Com Cl A Put Option (RKT) 0.1 $564k 29k 19.36
Soundhound Ai Class A Com (SOUN) 0.1 $561k 56k 9.97
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.1 $559k 461.00 1212.00
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $557k 10k 55.58
Toyota Motor Corp Ads (TM) 0.1 $551k 2.6k 214.06
Tortoise Capital Series Trus Energy Fd (TNGY) 0.1 $550k 61k 9.04
Aim Etf Products Trust Allianzim Us Eqt (SIXD) 0.1 $531k 18k 28.89
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $524k 11k 47.02
Grupo Cibest Sa Spon Ads (CIB) 0.1 $523k 8.2k 63.61
Diageo Spon Adr New (DEO) 0.1 $517k 6.0k 86.26
Wyndham Hotels And Resorts (WH) 0.1 $516k 6.8k 75.56
Archer Daniels Midland Company (ADM) 0.1 $515k 9.0k 57.49
Jackson Financial Com Cl A (JXN) 0.1 $506k 4.7k 106.65
Anthem (ELV) 0.1 $502k 1.4k 350.44
Citigroup Com New (C) 0.1 $500k 4.3k 116.70
Target Corporation (TGT) 0.1 $500k 5.1k 97.75
V.F. Corporation (VFC) 0.1 $489k 27k 18.08
Ameriprise Financial (AMP) 0.1 $488k 996.00 490.34
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $487k 3.8k 128.83
Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.1 $486k 7.4k 65.89
Nucor Corporation (NUE) 0.1 $486k 3.0k 163.09
Lockheed Martin Corporation (LMT) 0.1 $484k 1.0k 483.79
Global X Fds Defense Tech Etf (SHLD) 0.1 $482k 7.4k 64.79
Zebra Technologies Corporati Cl A (ZBRA) 0.1 $481k 2.0k 242.82
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.1 $479k 6.2k 77.90
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.1 $472k 9.6k 49.15
Nxp Semiconductors N V (NXPI) 0.1 $472k 2.2k 217.06
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $468k 4.6k 101.67
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $462k 5.7k 80.64
Comstock Resources (CRK) 0.1 $461k 20k 23.18
Old Dominion Freight Line (ODFL) 0.1 $455k 2.9k 156.82
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) 0.1 $453k 11k 41.33
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.1 $453k 12k 38.05
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $449k 1.5k 302.06
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $449k 5.1k 87.16
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $448k 10k 44.71
Blackstone Group Inc Com Cl A (BX) 0.1 $448k 2.9k 154.11
Capital One Financial (COF) 0.1 $440k 1.8k 242.32
Victory Portfolios Ii Vcshs Us 500 Vol (CFA) 0.1 $440k 4.8k 91.01
Spdr Series Trust State Street Spd (SLYG) 0.1 $437k 4.6k 94.20
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $435k 9.4k 46.04
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR) 0.1 $434k 13k 32.99
Hartford Financial Services (HIG) 0.1 $427k 3.1k 137.81
Oklo Com Cl A (OKLO) 0.1 $427k 5.9k 71.76
Sofi Technologies (SOFI) 0.1 $421k 16k 26.18
Ishares Tr National Mun Etf (MUB) 0.0 $415k 3.9k 107.11
Nuveen Equity Premium Income Fund (BXMX) 0.0 $411k 28k 14.70
Automatic Data Processing (ADP) 0.0 $409k 1.6k 257.15
Voyager Therapeutics (VYGR) 0.0 $404k 103k 3.93
Stryker Corporation (SYK) 0.0 $402k 1.1k 351.56
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.0 $398k 7.8k 51.14
Abbott Laboratories (ABT) 0.0 $398k 3.2k 125.29
Aim Etf Products Trust Allianzim Us Eqt (DECW) 0.0 $395k 12k 33.94
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $393k 3.7k 106.70
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $391k 8.1k 48.32
Aim Etf Products Trust Allianzim Us Equ (SIXZ) 0.0 $389k 13k 29.61
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $386k 8.9k 43.30
Chewy Cl A (CHWY) 0.0 $384k 12k 33.05
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $384k 812.00 473.32
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $383k 8.0k 47.85
Ishares Tr Select Divid Etf (DVY) 0.0 $383k 2.7k 141.13
Ishares Tr Tips Bd Etf (TIP) 0.0 $383k 3.5k 109.91
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $381k 6.8k 55.80
Consolidated Edison (ED) 0.0 $379k 3.8k 99.33
Lowe's Companies (LOW) 0.0 $379k 1.6k 241.10
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $378k 16k 23.38
Harrow Health (HROW) 0.0 $377k 7.7k 49.00
Kraneshares Trust Global Humanoid (KOID) 0.0 $375k 12k 31.85
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.0 $373k 7.8k 47.57
Noble Corp Ord Shs A (NE) 0.0 $373k 13k 28.24
Fomento Economico Mexicano S Spon Adr Units (FMX) 0.0 $370k 3.7k 101.07
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $369k 3.8k 96.27
Constellation Energy (CEG) 0.0 $368k 1.0k 353.44
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.0 $366k 7.0k 52.53
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $364k 3.5k 103.57
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $363k 2.4k 148.69
AFLAC Incorporated (AFL) 0.0 $361k 3.3k 110.28
Apa Corporation (APA) 0.0 $358k 15k 24.46
Parker-Hannifin Corporation (PH) 0.0 $358k 407.00 879.37
Metropcs Communications (TMUS) 0.0 $356k 1.8k 203.04
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $356k 1.2k 303.89
Aim Etf Products Trust Allianzim Us Eq (SIXJ) 0.0 $355k 10k 34.28
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.0 $354k 8.0k 44.32
Unum (UNM) 0.0 $353k 4.6k 77.50
CSX Corporation (CSX) 0.0 $353k 9.7k 36.25
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $351k 1.8k 191.58
Renatus Tactical Acquis Unit 05/15/2030 (RTACU) 0.0 $350k 32k 11.08
Sei Exchange Traded Funds Select Intl Equi (SEIE) 0.0 $348k 11k 32.53
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 0.0 $345k 5.4k 64.25
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $336k 1.6k 211.83
Central Europe and Russia Fund (CEE) 0.0 $336k 19k 17.70
Solstice Advanced Matls Com Shs 0.0 $334k 6.9k 48.58
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $334k 14k 24.37
Quanta Services (PWR) 0.0 $334k 791.00 422.06
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $330k 4.4k 75.44
Carrier Global Corporation (CARR) 0.0 $330k 6.2k 52.84
Establishment Labs Holdings Ord (ESTA) 0.0 $330k 4.5k 72.88
Cosan S A Ads (CSAN) 0.0 $324k 82k 3.95
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.0 $323k 9.3k 34.65
MercadoLibre (MELI) 0.0 $318k 158.00 2014.26
First Tr Exchange-traded SHS (FVD) 0.0 $317k 6.9k 46.08
Nuveen Real (JRI) 0.0 $312k 23k 13.61
Baidu Spon Adr Rep A (BIDU) 0.0 $311k 2.4k 130.64
eBay (EBAY) 0.0 $310k 3.6k 87.09
United Parcel Service CL B (UPS) 0.0 $309k 3.1k 99.20
Best Buy (BBY) 0.0 $308k 4.6k 66.93
Guggenheim Strategic Opportu Com Sbi (GOF) 0.0 $307k 24k 12.88
Kaspi Kz Jsc Sponsored Ads (KSPI) 0.0 $305k 3.9k 78.13
Diamondback Energy (FANG) 0.0 $303k 2.0k 150.30
Pimco Dynamic Income SHS (PDI) 0.0 $302k 17k 17.71
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.0 $298k 5.7k 52.41
Jd.com Spon Ads Cl A (JD) 0.0 $296k 10k 28.70
Ishares Tr Europe Etf (IEV) 0.0 $296k 4.3k 68.60
Aim Etf Products Trust Allianzim Us Equ (ARLU) 0.0 $296k 9.7k 30.31
Select Sector Spdr Tr State Street Con (XLY) 0.0 $292k 2.4k 119.41
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $288k 6.8k 42.56
Texas Pacific Land Corp (TPL) 0.0 $287k 1.0k 287.22
Aim Etf Products Trust Allianzim Us Equ (OCTW) 0.0 $286k 7.3k 39.00
Rh (RH) 0.0 $285k 1.6k 179.15
Stanley Black & Decker (SWK) 0.0 $285k 3.8k 74.27
Aim Etf Products Trust Us Lrgcp B10 Apr (APRT) 0.0 $284k 6.8k 41.63
Casella Waste Sys Cl A (CWST) 0.0 $281k 2.9k 97.94
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $281k 4.9k 57.58
Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $280k 35k 8.11
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT) 0.0 $278k 6.4k 43.51
Silicon Motion Technology Sponsored Adr (SIMO) 0.0 $277k 3.0k 92.71
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $277k 457.00 605.01
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW) 0.0 $276k 7.9k 34.86
Flexshares Tr Us Quality Cap (QLC) 0.0 $273k 3.4k 81.00
Thermo Fisher Scientific (TMO) 0.0 $272k 470.00 579.45
Ishares Tr Gnma Bond Etf (GNMA) 0.0 $272k 6.1k 44.54
Electronic Arts (EA) 0.0 $272k 1.3k 204.33
Sei Exchange Traded Funds Dbi Multi-strgy 0.0 $272k 11k 24.93
Toll Brothers (TOL) 0.0 $271k 2.0k 135.22
Aim Etf Products Trust Allianzim 6 Mont (SPBX) 0.0 $270k 9.8k 27.48
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.0 $270k 11k 23.62
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $269k 5.1k 52.87
Coinbase Global Com Cl A (COIN) 0.0 $267k 1.2k 226.14
MetLife (MET) 0.0 $267k 3.4k 78.93
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $267k 3.2k 82.82
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.0 $266k 6.2k 42.94
Ishares Emng Mkts Eqt (EMGF) 0.0 $264k 4.6k 57.85
First Tr Exchange-traded No Amer Energy (EMLP) 0.0 $261k 6.9k 37.87
Occidental Petroleum Corporation (OXY) 0.0 $260k 6.3k 41.12
Kkr & Co (KKR) 0.0 $257k 2.0k 127.47
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $255k 2.2k 113.91
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $254k 8.9k 28.48
Ares Capital Corporation (ARCC) 0.0 $252k 13k 20.23
Vanguard Index Fds Value Etf (VTV) 0.0 $251k 1.3k 190.96
Innovator Etfs Trust Equity Def Protn (TJUL) 0.0 $249k 8.4k 29.59
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.0 $247k 7.4k 33.51
Wayfair Cl A (W) 0.0 $245k 2.4k 100.39
Aim Etf Products Trust Allianzim Us Eqt (NVBW) 0.0 $245k 7.2k 33.83
Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $244k 7.1k 34.46
Texas Instruments Incorporated (TXN) 0.0 $243k 1.4k 173.44
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $243k 4.1k 59.93
Enterprise Products Partners (EPD) 0.0 $241k 7.5k 32.06
Manulife Finl Corp (MFC) 0.0 $241k 6.6k 36.28
Adobe Systems Incorporated (ADBE) 0.0 $239k 683.00 349.99
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $238k 15k 16.49
Totalenergies Se Act (TTFNF) 0.0 $238k 3.6k 65.42
Mp Materials Corp Com Cl A (MP) 0.0 $238k 4.7k 50.52
Pacer Fds Tr Us Small Cap Cas (CALF) 0.0 $237k 5.4k 44.37
Blackrock Capital Allocation Trust (BCAT) 0.0 $236k 17k 14.16
Banco Santander Chile Sp Adr Rep Com (BSAC) 0.0 $235k 7.6k 31.11
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.0 $235k 7.1k 33.08
Spotify Technology S A SHS (SPOT) 0.0 $234k 402.00 581.07
Cameco Corporation (CCJ) 0.0 $234k 2.6k 91.51
Motorola Solutions Com New (MSI) 0.0 $231k 603.00 383.60
Ishares Esg Awr Msci Em (ESGE) 0.0 $231k 5.2k 44.17
Ishares Ethereum Tr SHS (ETHA) 0.0 $230k 10k 22.43
Intel Corporation (INTC) 0.0 $227k 6.2k 36.90
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $227k 2.8k 79.73
Aim Etf Products Trust Allianzim Us Eqt (OCTU) 0.0 $226k 7.9k 28.46
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.0 $225k 5.1k 44.47
Ptc (PTC) 0.0 $225k 1.3k 174.21
Ssga Active Tr State Street Us (XLSR) 0.0 $225k 3.6k 62.31
Vail Resorts (MTN) 0.0 $223k 1.7k 132.80
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $222k 4.5k 49.65
Bristol Myers Squibb (BMY) 0.0 $222k 4.1k 53.95
Trane Technologies SHS (TT) 0.0 $221k 568.00 389.20
Accenture Plc Ireland Shs Class A (ACN) 0.0 $221k 823.00 268.30
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 0.0 $220k 1.8k 123.31
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $218k 1.7k 132.37
Ecopetrol S A Sponsored Ads (EC) 0.0 $218k 22k 10.02
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $217k 4.0k 54.77
DTE Energy Company (DTE) 0.0 $216k 1.7k 128.98
Phillips 66 (PSX) 0.0 $213k 1.7k 129.00
ConAgra Foods (CAG) 0.0 $213k 12k 17.31
Take-Two Interactive Software (TTWO) 0.0 $211k 824.00 256.03
First Tr Exchange-traded Ft Vest Tec (TDVI) 0.0 $211k 7.6k 27.74
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.0 $210k 2.8k 74.45
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $209k 2.1k 99.51
O'reilly Automotive (ORLY) 0.0 $209k 2.3k 91.21
Roblox Corp Cl A (RBLX) 0.0 $208k 2.6k 81.03
Aim Etf Products Trust Allianzim Buffer (SPBW) 0.0 $207k 7.5k 27.42
Dimensional Etf Trust Short Duration F (DFSD) 0.0 $206k 4.3k 47.95
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.0 $206k 10k 20.05
3M Company (MMM) 0.0 $205k 1.3k 160.04
Nebius Group Shs Class A (NBIS) 0.0 $204k 2.4k 83.70
Neos Etf Trust Nasdaq 100 Hdgd (QQQH) 0.0 $202k 3.7k 54.30
Otis Worldwide Corp (OTIS) 0.0 $202k 2.3k 87.34
Spdr Series Trust State Street Spd (XHB) 0.0 $202k 2.0k 102.96
Nuveen Dynamic Mun Opportuni Com Shs (NDMO) 0.0 $191k 19k 10.08
Barings Bdc (BBDC) 0.0 $178k 19k 9.18
Nuveen Insd Dividend Advantage (NVG) 0.0 $176k 14k 12.66
Tripadvisor (TRIP) 0.0 $176k 12k 14.56
Energy Fuels Com New (UUUU) 0.0 $165k 11k 14.54
Uranium Royalty Corp (UROY) 0.0 $159k 45k 3.54
Wendy's/arby's Group (WEN) 0.0 $150k 18k 8.33
AVINO SILVER & GOLD Mines Lt (ASM) 0.0 $149k 24k 6.21
Purecycle Technologies (PCT) 0.0 $145k 17k 8.59
Blend Labs Cl A (BLND) 0.0 $138k 45k 3.04
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.0 $126k 18k 7.16
Overstock (BBBY) 0.0 $125k 23k 5.46
Asp Isotopes (ASPI) 0.0 $117k 22k 5.35
Sweetgreen Com Cl A (SG) 0.0 $116k 17k 6.76
Clough Global Opportunities Sh Ben Int (GLO) 0.0 $114k 20k 5.66
Brightspire Capital Com Cl A (BRSP) 0.0 $95k 17k 5.60
Uwm Holdings Corporation Com Cl A (UWMC) 0.0 $83k 19k 4.38
Bumble Com Cl A (BMBL) 0.0 $48k 13k 3.57
Editas Medicine (EDIT) 0.0 $31k 15k 2.05
Kopin Corporation (KOPN) 0.0 $26k 11k 2.34
3-d Sys Corp Del Com New (DDD) 0.0 $23k 13k 1.77
Plby Group Ord (PLBY) 0.0 $20k 11k 1.88
Ree Automotive Shs Cl A New (REE) 0.0 $11k 16k 0.73