Per Stirling Capital Management

Per Stirling Capital Management as of Dec. 31, 2024

Portfolio Holdings for Per Stirling Capital Management

Per Stirling Capital Management holds 256 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 8.1 $57M 97k 588.68
Ishares Tr S&p 500 Grwt Etf (IVW) 4.8 $34M 332k 101.53
Wisdomtree Tr Us Qtly Div Grt (DGRW) 4.4 $31M 384k 80.93
Ishares Tr S&p 500 Val Etf (IVE) 4.0 $28M 147k 190.88
Ishares Tr Core S&p Mcp Etf (IJH) 2.9 $21M 330k 62.31
Ishares Tr Global 100 Etf (IOO) 2.7 $19M 188k 100.77
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 2.3 $17M 383k 42.97
First Tr Exchange-traded Intermediate Dur (FIIG) 1.8 $13M 634k 20.45
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $13M 23k 538.80
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.8 $12M 445k 27.87
American Centy Etf Tr Us Quality Grow (QGRO) 1.7 $12M 123k 99.70
Ishares Tr Core S&p Us Vlu (IUSV) 1.7 $12M 128k 92.59
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.5 $11M 226k 47.82
Ishares Tr Core S&p Scp Etf (IJR) 1.5 $11M 93k 115.22
Vanguard Wellington Us Multifactor (VFMF) 1.5 $10M 79k 130.58
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.4 $9.6M 260k 37.17
Fidelity Covington Trust Blue Chip Grwth (FBCG) 1.3 $9.2M 199k 46.26
Apple (AAPL) 1.3 $9.2M 37k 250.42
First Tr Exchange-traded Risng Divd Achiv (RDVY) 1.2 $8.5M 144k 59.14
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT) 1.1 $8.0M 204k 39.37
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.1 $8.0M 142k 56.48
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $7.9M 15k 511.24
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.1 $7.8M 154k 50.71
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI) 1.1 $7.7M 125k 61.46
Ishares Tr Intl Div Grwth (IGRO) 1.1 $7.6M 112k 67.96
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 1.1 $7.5M 277k 26.92
Ishares Tr Msci Usa Min Vol (USMV) 1.0 $7.4M 83k 88.79
First Tr Mid Cap Core Alphad Com Shs (FNX) 1.0 $7.2M 62k 115.72
Ishares Tr Core Msci Eafe (IEFA) 1.0 $7.1M 101k 70.28
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 1.0 $6.8M 149k 46.07
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $6.8M 250k 27.32
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.9 $6.5M 37k 178.08
Exxon Mobil Corporation (XOM) 0.9 $6.3M 59k 107.57
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.9 $6.1M 63k 96.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $6.0M 10k 586.09
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.8 $5.9M 74k 79.99
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.8 $5.9M 227k 26.07
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.8 $5.8M 94k 62.04
First Tr Exchange-traded Rba Indl Etf (AIRR) 0.8 $5.6M 73k 77.04
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.7 $4.8M 158k 30.52
Kinder Morgan (KMI) 0.7 $4.8M 175k 27.40
Amazon (AMZN) 0.7 $4.8M 22k 219.39
Putnam Etf Trust Focused Lar Cap (PVAL) 0.7 $4.7M 126k 37.12
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.7 $4.6M 92k 50.37
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $4.6M 78k 58.93
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $4.4M 23k 195.83
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $4.2M 84k 50.13
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.6 $4.2M 117k 35.85
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $4.2M 61k 68.94
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.6 $4.2M 33k 124.96
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.5 $3.7M 151k 24.65
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.5 $3.7M 76k 48.67
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $3.6M 47k 77.27
Ishares Tr Cohen Steer Reit (ICF) 0.5 $3.6M 60k 60.26
Ishares Tr National Mun Etf (MUB) 0.5 $3.4M 32k 106.55
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.5 $3.4M 170k 19.84
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.5 $3.3M 65k 51.01
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.5 $3.2M 62k 51.51
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) 0.4 $3.2M 90k 34.98
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN) 0.4 $3.1M 71k 43.28
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY) 0.4 $3.1M 76k 40.74
First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.4 $2.9M 28k 101.06
J P Morgan Exchange Traded F Realty Income Et (JPRE) 0.4 $2.8M 60k 47.28
Microsoft Corporation (MSFT) 0.4 $2.8M 6.7k 421.49
Select Sector Spdr Tr Communication (XLC) 0.4 $2.8M 29k 96.81
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.3 $2.4M 48k 50.15
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.3 $2.3M 46k 49.96
Fidelity Covington Trust Fundamental Larg (FFLC) 0.3 $2.3M 50k 45.89
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $2.2M 20k 108.61
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.3 $2.0M 57k 35.26
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $2.0M 108k 18.50
Select Sector Spdr Tr Technology (XLK) 0.3 $1.9M 8.1k 232.53
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $1.9M 18k 105.48
Trust For Professional Man Convergence Lng (CLSE) 0.3 $1.8M 80k 22.91
Honeywell International (HON) 0.3 $1.8M 7.9k 225.90
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $1.8M 77k 23.18
Abbvie (ABBV) 0.2 $1.7M 9.6k 177.70
Cadence Design Systems (CDNS) 0.2 $1.7M 5.6k 300.48
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $1.7M 22k 74.73
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $1.6M 7.3k 224.36
Pacer Fds Tr Us Lrg Cp Cash (COWG) 0.2 $1.6M 49k 32.04
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.2 $1.5M 29k 54.31
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $1.5M 26k 57.53
Ishares Tr Core High Dv Etf (HDV) 0.2 $1.5M 13k 112.26
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.2 $1.5M 30k 48.29
Select Sector Spdr Tr Financial (XLF) 0.2 $1.4M 30k 48.33
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR) 0.2 $1.4M 38k 37.49
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $1.4M 54k 25.86
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.4M 7.8k 175.23
Ishares Tr Gbl Comm Svc Etf (IXP) 0.2 $1.3M 14k 96.67
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $1.3M 48k 27.71
Oneok (OKE) 0.2 $1.3M 13k 100.40
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.2M 6.6k 189.30
Select Sector Spdr Tr Energy (XLE) 0.2 $1.2M 14k 85.66
T Rowe Price Etf Price Blue Chip (TCHP) 0.2 $1.2M 28k 42.11
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.2M 2.9k 401.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.1M 2.5k 453.36
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $1.1M 24k 47.77
Wal-Mart Stores (WMT) 0.2 $1.1M 13k 90.35
Blackstone Group Inc Com Cl A (BX) 0.2 $1.1M 6.5k 172.41
Bowman Consulting Group (BWMN) 0.2 $1.1M 44k 24.95
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $1.1M 5.5k 197.50
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.2 $1.1M 19k 57.27
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $1.1M 21k 51.99
Ishares Silver Tr Ishares (SLV) 0.2 $1.1M 40k 26.33
Wisdomtree Tr Em Ex St-owned (XSOE) 0.2 $1.1M 35k 30.48
Chevron Corporation (CVX) 0.1 $1.0M 7.2k 144.84
Tesla Motors (TSLA) 0.1 $1.0M 2.5k 403.87
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $1.0M 13k 76.61
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.0M 23k 44.04
Pacer Fds Tr Pacer Us Small (CALF) 0.1 $998k 23k 44.01
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $987k 42k 23.61
Wisdomtree Tr Intl Qulty Div (IQDG) 0.1 $951k 28k 34.21
Northern Trust Corporation (NTRS) 0.1 $934k 9.1k 102.50
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $900k 9.3k 96.90
JPMorgan Chase & Co. (JPM) 0.1 $883k 3.7k 239.72
Pacer Fds Tr Developed Mrkt (ICOW) 0.1 $874k 30k 29.19
T Rowe Price Etf Cap Appreciation (TCAF) 0.1 $874k 26k 33.27
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $849k 8.5k 100.34
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $837k 16k 51.25
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $806k 2.8k 289.85
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $805k 24k 33.91
Mastercard Incorporated Cl A (MA) 0.1 $784k 1.5k 526.61
Alphabet Cap Stk Cl C (GOOG) 0.1 $777k 4.1k 190.42
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $767k 7.2k 106.84
Select Sector Spdr Tr Indl (XLI) 0.1 $765k 5.8k 131.75
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $761k 19k 39.37
Hca Holdings (HCA) 0.1 $758k 2.5k 300.12
Enterprise Products Partners (EPD) 0.1 $728k 23k 31.36
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $725k 2.7k 264.10
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $699k 26k 26.63
Qualcomm (QCOM) 0.1 $686k 4.5k 153.63
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $668k 1.6k 425.58
NVIDIA Corporation (NVDA) 0.1 $658k 4.9k 134.30
Proshares Tr Shrt Russell2000 (RWM) 0.1 $653k 35k 18.74
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $645k 6.8k 95.01
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.1 $642k 9.7k 66.11
Boeing Company (BA) 0.1 $639k 3.6k 177.00
Proshares Tr Short S&p 500 Ne (SH) 0.1 $637k 15k 42.38
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $632k 13k 50.71
Wisdomtree Tr Us Midcap Fund (EZM) 0.1 $623k 10k 62.51
3M Company (MMM) 0.1 $620k 4.8k 129.09
Proshares Tr Short Qqq (PSQ) 0.1 $620k 17k 37.40
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $614k 21k 29.86
Abbott Laboratories (ABT) 0.1 $598k 5.3k 113.11
State Street Corporation (STT) 0.1 $585k 6.0k 98.16
Rci Hospitality Hldgs (RICK) 0.1 $575k 10k 57.47
Advanced Micro Devices (AMD) 0.1 $564k 4.7k 120.80
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $554k 4.6k 119.34
Spdr Index Shs Fds S&p North Amer (NANR) 0.1 $551k 11k 51.11
Philip Morris International (PM) 0.1 $542k 4.5k 120.35
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $541k 7.1k 76.14
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.1 $537k 15k 36.70
Waste Management (WM) 0.1 $532k 2.6k 201.76
Pacer Fds Tr Globl Cash Etf (GCOW) 0.1 $529k 16k 33.74
Palo Alto Networks (PANW) 0.1 $526k 2.9k 181.96
International Business Machines (IBM) 0.1 $523k 2.4k 219.83
Legg Mason Etf Invt Westn Ast Shrt (WINC) 0.1 $521k 22k 23.94
Regeneron Pharmaceuticals (REGN) 0.1 $513k 720.00 712.33
Schwab Strategic Tr Internl Divid (SCHY) 0.1 $512k 22k 23.12
Etf Opportunities Trust Laffer Ten Eq In (TGLR) 0.1 $509k 17k 29.68
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $496k 13k 39.57
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $495k 10k 49.62
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $494k 12k 41.17
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $493k 22k 22.70
Pimco Etf Tr 0-5 High Yield (HYS) 0.1 $487k 5.2k 93.68
Applied Materials (AMAT) 0.1 $482k 3.0k 162.63
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.1 $481k 11k 42.75
Wisdomtree Tr India Erngs Fd (EPI) 0.1 $471k 10k 45.27
Eaton Corp SHS (ETN) 0.1 $467k 1.4k 331.90
Etf Ser Solutions Distillate Us (DSTL) 0.1 $466k 8.5k 54.92
First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $464k 3.7k 124.96
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $464k 11k 42.25
Palantir Technologies Cl A (PLTR) 0.1 $462k 6.1k 75.63
Johnson & Johnson (JNJ) 0.1 $458k 3.2k 144.61
Broadcom (AVGO) 0.1 $456k 2.0k 231.88
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.1 $450k 6.1k 73.34
Freeport-mcmoran CL B (FCX) 0.1 $447k 12k 38.08
Oracle Corporation (ORCL) 0.1 $431k 2.6k 166.67
Tcw Etf Trust Transfrm 500 Etf (VOTE) 0.1 $426k 6.2k 68.78
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $424k 3.2k 132.11
Lockheed Martin Corporation (LMT) 0.1 $420k 864.00 486.09
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $415k 3.8k 110.24
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $411k 17k 24.06
Talen Energy Corp (TLN) 0.1 $406k 2.0k 201.47
Vanguard Index Fds Small Cp Etf (VB) 0.1 $406k 1.7k 240.21
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $402k 3.8k 104.89
Vanguard Wellington Short Trm Tax Ex (VTES) 0.1 $400k 4.0k 100.25
Ishares Tr Eafe Value Etf (EFV) 0.1 $399k 7.6k 52.47
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.1 $396k 3.7k 107.98
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.1 $391k 6.9k 56.48
Wp Carey (WPC) 0.1 $391k 7.2k 54.48
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.1 $389k 10k 37.42
McDonald's Corporation (MCD) 0.1 $388k 1.3k 289.88
Vanguard Index Fds Growth Etf (VUG) 0.1 $385k 938.00 410.49
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $380k 4.3k 87.83
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $376k 4.4k 85.85
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $368k 3.6k 103.29
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.1 $364k 5.3k 68.47
At&t (T) 0.1 $363k 16k 22.77
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $361k 8.6k 41.88
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $360k 6.3k 57.32
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $356k 2.8k 127.59
Merck & Co (MRK) 0.0 $345k 3.5k 99.48
Illinois Tool Works (ITW) 0.0 $339k 1.3k 253.56
Oklo Com Cl A (OKLO) 0.0 $331k 16k 21.23
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.0 $327k 3.1k 104.88
Costco Wholesale Corporation (COST) 0.0 $321k 350.00 916.40
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $317k 4.9k 65.35
Texas Instruments Incorporated (TXN) 0.0 $313k 1.7k 187.46
Lowe's Companies (LOW) 0.0 $312k 1.3k 246.86
Firstcash Holdings (FCFS) 0.0 $309k 3.0k 103.60
Antero Res (AR) 0.0 $304k 8.7k 35.05
Union Pacific Corporation (UNP) 0.0 $301k 1.3k 228.01
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $297k 521.00 570.09
Nuscale Pwr Corp Cl A Com (SMR) 0.0 $292k 16k 17.93
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.0 $290k 2.6k 110.28
Walt Disney Company (DIS) 0.0 $288k 2.6k 111.35
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $286k 13k 22.70
Raytheon Technologies Corp (RTX) 0.0 $283k 2.4k 115.72
ConocoPhillips (COP) 0.0 $271k 2.7k 99.15
Dell Technologies CL C (DELL) 0.0 $270k 2.3k 115.23
Morgan Stanley Etf Trust Calvert Internat (CVIE) 0.0 $265k 4.8k 55.18
Fidelity Covington Trust Divid Etf Risi (FDRR) 0.0 $256k 5.0k 51.38
Ishares Esg Awr Msci Em (ESGE) 0.0 $250k 7.5k 33.39
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.0 $250k 5.0k 49.55
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $248k 3.3k 75.70
Visa Com Cl A (V) 0.0 $247k 781.00 315.84
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $245k 1.9k 128.82
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.0 $243k 9.9k 24.43
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $242k 9.5k 25.58
Franklin Templeton Etf Tr Franklin India (FLIN) 0.0 $240k 6.3k 37.90
Procter & Gamble Company (PG) 0.0 $238k 1.4k 167.69
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $237k 1.2k 190.00
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR) 0.0 $237k 6.4k 37.21
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.0 $234k 5.5k 42.69
American Express Company (AXP) 0.0 $230k 776.00 296.97
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 0.0 $226k 5.3k 42.87
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) 0.0 $225k 5.8k 39.08
Pepsi (PEP) 0.0 $219k 1.4k 152.03
Ishares Msci Singpor Etf (EWS) 0.0 $218k 10k 21.85
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $218k 3.2k 67.88
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.0 $217k 5.0k 43.47
Alps Etf Tr Alerian Energy (ENFR) 0.0 $217k 7.0k 31.15
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.0 $217k 5.7k 38.17
Keysight Technologies (KEYS) 0.0 $212k 1.3k 160.63
Western Midstream Partners L Com Unit Lp Int (WES) 0.0 $211k 5.5k 38.43
Vanguard World Inf Tech Etf (VGT) 0.0 $210k 337.00 621.91
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.0 $209k 5.2k 40.55
Reaves Util Income Com Sh Ben Int (UTG) 0.0 $209k 6.6k 31.69
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.0 $209k 5.0k 41.98
Morgan Stanley Com New (MS) 0.0 $208k 1.7k 125.68
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $205k 1.7k 123.55
Southern Company (SO) 0.0 $205k 2.5k 82.30
Rockwell Automation (ROK) 0.0 $203k 709.00 285.77
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) 0.0 $202k 5.0k 40.14