Peterson Financial Group

Peterson Financial Group as of Sept. 30, 2024

Portfolio Holdings for Peterson Financial Group

Peterson Financial Group holds 430 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus Tp200 Gr Etf (IWY) 9.1 $2.4M 11k 220.04
Ishares Tr Rus Tp200 Vl Etf (IWX) 5.5 $1.4M 18k 81.27
Ishares Tr Eafe Grwth Etf (EFG) 3.1 $805k 7.5k 107.65
Ishares Tr Eafe Value Etf (EFV) 3.0 $784k 14k 57.53
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 2.6 $664k 14k 47.21
Ishares Tr Rus Mdcp Val Etf (IWS) 2.6 $664k 5.0k 132.26
Apple (AAPL) 2.5 $660k 2.8k 232.97
Ishares Core Msci Emkt (IEMG) 2.5 $651k 11k 57.41
Microsoft Corporation (MSFT) 2.5 $646k 1.5k 430.31
Ishares Tr Usd Inv Grde Etf (USIG) 2.4 $622k 12k 52.58
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.8 $460k 9.0k 50.88
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.7 $447k 9.6k 46.74
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.6 $414k 6.8k 60.42
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.6 $411k 3.5k 117.30
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 1.4 $363k 6.7k 53.77
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.4 $363k 6.1k 59.02
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.4 $360k 3.7k 96.95
Ishares Tr Core S&p Us Vlu (IUSV) 1.4 $352k 3.7k 95.48
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $328k 673.00 487.89
Deere & Company (DE) 1.2 $324k 776.00 417.14
Ishares Tr Core Msci Intl (IDEV) 1.2 $317k 4.5k 70.83
Ishares Tr Global 100 Etf (IOO) 1.2 $307k 3.1k 99.15
Pimco Etf Tr 0-5 High Yield (HYS) 1.1 $289k 3.0k 95.51
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.1 $285k 3.4k 82.93
Vanguard Index Fds Value Etf (VTV) 1.1 $283k 1.6k 174.62
Wisdomtree Tr Floatng Rat Trea (USFR) 1.1 $282k 5.6k 50.22
Spdr Gold Tr Gold Shs (GLD) 1.0 $273k 1.1k 243.06
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $272k 962.00 283.10
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 1.0 $271k 3.0k 89.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $254k 553.00 460.02
Coca-Cola Company (KO) 0.9 $244k 3.4k 71.87
International Business Machines (IBM) 0.9 $237k 1.1k 221.13
NVIDIA Corporation (NVDA) 0.9 $228k 1.9k 121.45
Johnson & Johnson (JNJ) 0.9 $222k 1.4k 162.10
Starboard Invt Tr Adaptive Alpha (AGOX) 0.8 $196k 6.8k 28.85
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.7 $189k 6.3k 29.89
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $177k 1.7k 101.30
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.7 $173k 2.8k 61.54
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $168k 318.00 527.67
Goldman Sachs (GS) 0.6 $163k 330.00 494.49
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.6 $155k 4.6k 33.71
Proshares Tr Pshs Ultruss2000 (UWM) 0.6 $147k 3.4k 42.93
Chevron Corporation (CVX) 0.6 $143k 971.00 147.27
Cisco Systems (CSCO) 0.5 $140k 2.6k 53.22
Verizon Communications (VZ) 0.5 $138k 3.1k 44.92
3M Company (MMM) 0.5 $138k 1.0k 136.70
Procter & Gamble Company (PG) 0.5 $137k 789.00 173.10
Doubleline Etf Trust Mortgage Etf (DMBS) 0.5 $129k 2.6k 50.40
Ishares Tr Msci Acwi Etf (ACWI) 0.5 $129k 1.1k 119.56
Dow (DOW) 0.5 $119k 2.2k 54.63
Casey's General Stores (CASY) 0.5 $118k 314.00 376.28
Amgen (AMGN) 0.4 $114k 355.00 321.77
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $105k 1.6k 67.52
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.4 $98k 3.4k 29.06
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.4 $98k 2.1k 45.88
Alphabet Cap Stk Cl A (GOOGL) 0.4 $94k 564.00 165.84
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.4 $91k 3.1k 29.41
RadNet (RDNT) 0.3 $90k 1.3k 69.39
Pepsi (PEP) 0.3 $88k 520.00 170.06
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $88k 1.1k 83.24
UnitedHealth (UNH) 0.3 $88k 150.00 584.95
Amazon (AMZN) 0.3 $85k 456.00 186.21
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $84k 1.2k 70.09
Ishares Tr Rus 1000 Etf (IWB) 0.3 $83k 263.00 314.25
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $77k 1.5k 52.79
Abbvie (ABBV) 0.3 $77k 390.00 197.43
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $77k 134.00 572.54
Csw Industrials (CSW) 0.3 $72k 196.00 367.26
Alliant Energy Corporation (LNT) 0.3 $71k 1.2k 60.70
Builders FirstSource (BLDR) 0.3 $71k 364.00 193.86
Meta Platforms Cl A (META) 0.3 $70k 123.00 572.54
Home Depot (HD) 0.3 $70k 173.00 405.24
Select Sector Spdr Tr Financial (XLF) 0.3 $69k 1.5k 45.33
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $68k 119.00 571.01
Mastercard Incorporated Cl A (MA) 0.3 $68k 137.00 492.53
Vanguard Index Fds Large Cap Etf (VV) 0.3 $66k 249.00 263.29
Wells Fargo & Company (WFC) 0.2 $62k 1.1k 56.49
Taylor Morrison Hom (TMHC) 0.2 $62k 881.00 70.26
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $59k 328.00 178.94
McDonald's Corporation (MCD) 0.2 $58k 192.00 304.17
Spdr Ser Tr Bloomberg Invt (FLRN) 0.2 $56k 1.8k 30.84
Kla Corp Com New (KLAC) 0.2 $56k 73.00 770.29
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $54k 349.00 153.91
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.2 $53k 1.1k 48.56
Emerson Electric (EMR) 0.2 $53k 481.00 109.29
AFLAC Incorporated (AFL) 0.2 $52k 468.00 111.82
Exxon Mobil Corporation (XOM) 0.2 $51k 438.00 117.11
Fmc Corp Com New (FMC) 0.2 $51k 770.00 65.90
Automatic Data Processing (ADP) 0.2 $50k 180.00 276.92
Broadcom (AVGO) 0.2 $50k 288.00 172.27
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.2 $49k 1.9k 25.40
Vanguard Index Fds Growth Etf (VUG) 0.2 $48k 124.00 384.39
Ishares Tr Core S&p500 Etf (IVV) 0.2 $46k 80.00 578.65
Hershey Company (HSY) 0.2 $46k 238.00 191.48
Ameriprise Financial (AMP) 0.2 $46k 97.00 468.92
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $46k 254.00 179.00
JPMorgan Chase & Co. (JPM) 0.2 $45k 215.00 211.14
Elf Beauty (ELF) 0.2 $45k 409.00 109.03
Anthem (ELV) 0.2 $44k 85.00 521.33
Standex Int'l (SXI) 0.2 $44k 241.00 182.63
Analog Devices (ADI) 0.2 $43k 188.00 230.47
Nasdaq Omx (NDAQ) 0.2 $42k 580.00 73.01
Pimco Etf Tr Multisector Bd (PYLD) 0.2 $42k 1.6k 26.66
Victory Portfolios Ii Vcshs Us 500 Enh (CFO) 0.2 $42k 596.00 69.83
At&t (T) 0.2 $41k 1.9k 22.00
Altria (MO) 0.2 $41k 797.00 51.02
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $40k 319.00 125.69
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.2 $39k 1.0k 37.69
Avery Dennison Corporation (AVY) 0.2 $39k 177.00 220.56
Ferguson Enterprises Common Stock New (FERG) 0.1 $39k 196.00 198.71
Raymond James Financial (RJF) 0.1 $37k 303.00 122.33
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $37k 1.3k 29.07
Merck & Co (MRK) 0.1 $36k 316.00 113.52
Tesla Motors (TSLA) 0.1 $35k 134.00 262.34
Charles Schwab Corporation (SCHW) 0.1 $35k 537.00 64.76
Microchip Technology (MCHP) 0.1 $34k 420.00 80.22
Vanguard World Mega Grwth Ind (MGK) 0.1 $33k 103.00 321.79
Principal Financial (PFG) 0.1 $33k 385.00 85.95
Cubesmart (CUBE) 0.1 $33k 609.00 53.86
Union Pacific Corporation (UNP) 0.1 $32k 130.00 246.50
Abbott Laboratories (ABT) 0.1 $32k 276.00 114.20
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $31k 188.00 162.57
Ball Corporation (BALL) 0.1 $30k 448.00 67.91
MetLife (MET) 0.1 $30k 368.00 82.53
Vanguard World Inf Tech Etf (VGT) 0.1 $30k 51.00 583.02
Ishares Tr Core Total Usd (IUSB) 0.1 $30k 627.00 47.12
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $29k 145.00 198.05
Ge Aerospace Com New (GE) 0.1 $28k 150.00 188.98
Valero Energy Corporation (VLO) 0.1 $28k 208.00 135.33
Archer Daniels Midland Company (ADM) 0.1 $28k 466.00 59.70
Thermo Fisher Scientific (TMO) 0.1 $27k 44.00 617.16
Eli Lilly & Co. (LLY) 0.1 $27k 30.00 890.50
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) 0.1 $27k 1.1k 23.44
Visa Com Cl A (V) 0.1 $26k 96.00 274.78
Wal-Mart Stores (WMT) 0.1 $26k 324.00 80.75
Ea Series Trust Astoria Us Equal (ROE) 0.1 $25k 797.00 30.80
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $24k 666.00 36.39
Victory Portfolios Ii Shares Free Cash (VFLO) 0.1 $24k 723.00 33.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $24k 498.00 47.85
Simplify Exchange Traded Fun Managed Futures (CTA) 0.1 $24k 909.00 26.01
Trimble Navigation (TRMB) 0.1 $23k 375.00 62.09
Bondbloxx Etf Trust Bloomberg Seven (XSVN) 0.1 $23k 472.00 49.07
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $23k 93.00 243.92
Marsh & McLennan Companies (MMC) 0.1 $23k 102.00 222.35
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $23k 421.00 53.61
Exelon Corporation (EXC) 0.1 $23k 555.00 40.54
Prologis (PLD) 0.1 $21k 168.00 126.07
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $21k 108.00 190.53
salesforce (CRM) 0.1 $21k 75.00 273.92
Comcast Corp Cl A (CMCSA) 0.1 $20k 486.00 41.73
Honeywell International (HON) 0.1 $20k 97.00 207.60
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $20k 53.00 376.43
Intercontinental Exchange (ICE) 0.1 $20k 123.00 160.79
IDEX Corporation (IEX) 0.1 $19k 91.00 213.70
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.1 $19k 215.00 90.20
Philip Morris International (PM) 0.1 $19k 154.00 121.52
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $18k 279.00 65.84
Lowe's Companies (LOW) 0.1 $18k 68.00 269.54
Linde SHS (LIN) 0.1 $18k 38.00 478.68
AmerisourceBergen (COR) 0.1 $18k 81.00 224.47
Bristol Myers Squibb (BMY) 0.1 $18k 348.00 51.78
Nike CL B (NKE) 0.1 $18k 202.00 88.56
Ishares Tr Russell 2000 Etf (IWM) 0.1 $18k 80.00 221.01
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $17k 343.00 49.40
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $17k 448.00 37.54
S&p Global (SPGI) 0.1 $17k 32.00 518.75
Phillips 66 (PSX) 0.1 $16k 125.00 131.13
TJX Companies (TJX) 0.1 $16k 138.00 117.46
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $15k 166.00 91.08
Vanguard World Health Car Etf (VHT) 0.1 $15k 51.00 283.63
Northern Lts Fd Tr Iv Main Buywrite (BUYW) 0.1 $14k 1.0k 13.94
Netflix (NFLX) 0.1 $14k 20.00 709.25
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $14k 145.00 95.90
Inventrust Pptys Corp Com New (IVT) 0.1 $14k 489.00 28.37
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $14k 222.00 62.46
First Tr Exchange-traded Rba Indl Etf (AIRR) 0.1 $14k 183.00 74.84
Colgate-Palmolive Company (CL) 0.1 $14k 131.00 103.53
Tyson Foods Cl A (TSN) 0.1 $14k 227.00 59.64
CSX Corporation (CSX) 0.1 $13k 389.00 34.56
Blackrock Etf Trust Us Eqt Factor (DYNF) 0.1 $13k 271.00 49.39
Citigroup Com New (C) 0.1 $13k 209.00 62.64
Us Bancorp Del Com New (USB) 0.1 $13k 284.00 45.79
Bank of America Corporation (BAC) 0.0 $13k 327.00 39.64
Solventum Corp Com Shs (SOLV) 0.0 $13k 184.00 69.72
Discover Financial Services 0.0 $13k 90.00 141.00
Zoetis Cl A (ZTS) 0.0 $12k 63.00 196.33
Capital One Financial (COF) 0.0 $12k 81.00 150.48
Kinder Morgan (KMI) 0.0 $12k 549.00 22.08
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.0 $12k 274.00 43.78
Yum! Brands (YUM) 0.0 $12k 86.00 139.47
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.0 $12k 224.00 53.14
Costco Wholesale Corporation (COST) 0.0 $12k 13.00 910.15
Gilead Sciences (GILD) 0.0 $12k 139.00 84.07
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $12k 280.00 41.29
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.0 $11k 313.00 36.47
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.0 $11k 1.3k 8.68
Qualcomm (QCOM) 0.0 $11k 66.00 169.80
Walt Disney Company (DIS) 0.0 $11k 112.00 95.99
Newmont Mining Corporation (NEM) 0.0 $11k 200.00 53.45
Ishares Silver Tr Ishares (SLV) 0.0 $11k 375.00 28.41
Ishares Msci Emrg Chn (EMXC) 0.0 $11k 173.00 61.19
Qorvo (QRVO) 0.0 $11k 102.00 103.70
Pfizer (PFE) 0.0 $11k 363.00 28.96
Cibc Cad (CM) 0.0 $11k 171.00 61.34
J.B. Hunt Transport Services (JBHT) 0.0 $10k 60.00 173.30
Adobe Systems Incorporated (ADBE) 0.0 $10k 20.00 517.80
Delta Air Lines Inc Del Com New (DAL) 0.0 $10k 202.00 50.85
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.0 $10k 98.00 104.17
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $10k 759.00 13.42
Advanced Micro Devices (AMD) 0.0 $10k 62.00 164.08
Hp (HPQ) 0.0 $10k 283.00 35.90
Johnson Ctls Intl SHS (JCI) 0.0 $10k 130.00 77.45
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.0 $10k 222.00 45.19
Constellation Energy (CEG) 0.0 $10k 39.00 256.95
Suncor Energy (SU) 0.0 $9.5k 257.00 36.89
Lockheed Martin Corporation (LMT) 0.0 $9.4k 16.00 587.94
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $9.3k 97.00 95.89
CRH Ord (CRH) 0.0 $9.3k 100.00 92.74
Ge Vernova (GEV) 0.0 $9.2k 36.00 254.97
Intel Corporation (INTC) 0.0 $9.1k 390.00 23.44
American Electric Power Company (AEP) 0.0 $9.0k 88.00 102.11
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $8.7k 166.00 52.66
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $8.7k 43.00 202.26
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.0 $8.7k 149.00 58.19
Ida (IDA) 0.0 $8.6k 84.00 102.49
Raytheon Technologies Corp (RTX) 0.0 $8.6k 71.00 121.18
ConAgra Foods (CAG) 0.0 $8.6k 264.00 32.51
Southern Company (SO) 0.0 $8.6k 95.00 90.18
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $8.6k 109.00 78.50
Nextera Energy (NEE) 0.0 $8.5k 101.00 84.47
Nrg Energy Com New (NRG) 0.0 $8.5k 94.00 90.68
CenterPoint Energy (CNP) 0.0 $8.3k 282.00 29.38
BorgWarner (BWA) 0.0 $8.2k 226.00 36.22
American Water Works (AWK) 0.0 $8.2k 56.00 146.11
Fidelity Covington Trust Fidelity Magelan (FMAG) 0.0 $8.1k 265.00 30.63
Prudential Financial (PRU) 0.0 $8.0k 66.00 121.53
Piper Jaffray Companies (PIPR) 0.0 $8.0k 28.00 286.00
Barrick Gold Corp (GOLD) 0.0 $8.0k 400.00 19.89
CVS Caremark Corporation (CVS) 0.0 $7.9k 126.00 62.90
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $7.8k 236.00 33.02
Dupont De Nemours (DD) 0.0 $7.7k 86.00 88.97
Kimberly-Clark Corporation (KMB) 0.0 $7.6k 54.00 141.37
Corning Incorporated (GLW) 0.0 $7.6k 168.00 45.15
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.0 $7.6k 301.00 25.13
Northern Lts Fd Tr Iv Main Thematc In (TMAT) 0.0 $7.5k 419.00 17.79
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $7.3k 37.00 198.30
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $7.3k 175.00 41.82
Agilent Technologies Inc C ommon (A) 0.0 $7.0k 47.00 149.34
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $7.0k 73.00 95.45
ConocoPhillips (COP) 0.0 $7.0k 66.00 105.48
Public Service Enterprise (PEG) 0.0 $7.0k 78.00 89.17
Constellation Brands Cl A (STZ) 0.0 $6.9k 27.00 255.26
Cummins (CMI) 0.0 $6.9k 21.00 327.71
Enbridge (ENB) 0.0 $6.9k 169.00 40.61
Accenture Plc Ireland Shs Class A (ACN) 0.0 $6.8k 19.00 358.58
International Paper Company (IP) 0.0 $6.7k 138.00 48.77
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $6.7k 76.00 88.05
Kraneshares Trust Quadrtc Int Rt (IVOL) 0.0 $6.6k 343.00 19.27
Ishares Tr Mbs Etf (MBB) 0.0 $6.6k 69.00 95.39
Cigna Corp (CI) 0.0 $6.5k 19.00 341.00
Pimco Equity Ser Rafi Dyn Emerg (MFEM) 0.0 $6.4k 302.00 21.19
Cleveland-cliffs (CLF) 0.0 $6.4k 500.00 12.77
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $6.4k 120.00 52.97
Huntington Bancshares Incorporated (HBAN) 0.0 $6.3k 429.00 14.71
Unilever Spon Adr New (UL) 0.0 $6.2k 96.00 65.05
Entergy Corporation (ETR) 0.0 $6.2k 47.00 131.21
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.0 $6.0k 65.00 92.97
British Amern Tob Sponsored Adr (BTI) 0.0 $6.0k 165.00 36.58
Kroger (KR) 0.0 $6.0k 105.00 57.13
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $6.0k 134.00 44.57
Oneok (OKE) 0.0 $6.0k 65.00 91.71
NiSource (NI) 0.0 $5.9k 172.00 34.56
Mondelez Intl Cl A (MDLZ) 0.0 $5.9k 81.00 73.23
Jabil Circuit (JBL) 0.0 $5.9k 49.00 119.94
Paychex (PAYX) 0.0 $5.8k 43.00 135.65
CNA Financial Corporation (CNA) 0.0 $5.8k 118.00 48.97
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $5.8k 246.00 23.43
Marathon Petroleum Corp (MPC) 0.0 $5.8k 35.00 164.49
SYNNEX Corporation (SNX) 0.0 $5.7k 48.00 119.42
Royalty Pharma Shs Class A (RPRX) 0.0 $5.7k 200.00 28.28
Invesco SHS (IVZ) 0.0 $5.6k 321.00 17.55
Roivant Sciences SHS (ROIV) 0.0 $5.6k 488.00 11.54
Autodesk (ADSK) 0.0 $5.5k 20.00 275.50
Te Connectivity Ord Shs (TEL) 0.0 $5.5k 36.00 152.53
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.0 $5.5k 131.00 41.92
Airbnb Com Cl A (ABNB) 0.0 $5.5k 43.00 126.81
Unum (UNM) 0.0 $5.4k 91.00 59.14
Electronic Arts (EA) 0.0 $5.3k 37.00 143.62
Watsco, Incorporated (WSO) 0.0 $5.2k 11.00 477.18
PPL Corporation (PPL) 0.0 $5.2k 158.00 33.16
Genuine Parts Company (GPC) 0.0 $5.0k 36.00 139.39
Lam Research Corporation 0.0 $5.0k 6.00 835.67
Ishares Tr U.s. Tech Etf (IYW) 0.0 $5.0k 33.00 151.73
Corteva (CTVA) 0.0 $5.0k 85.00 58.86
Bunge Global Sa Com Shs (BG) 0.0 $5.0k 51.00 97.41
McKesson Corporation (MCK) 0.0 $5.0k 10.00 496.40
Edison International (EIX) 0.0 $4.8k 55.00 87.87
Fidelity National Financial Fnf Group Com (FNF) 0.0 $4.8k 78.00 61.67
Bce Com New (BCE) 0.0 $4.7k 136.00 34.80
Stellantis SHS (STLA) 0.0 $4.7k 337.00 14.04
General Mills (GIS) 0.0 $4.7k 64.00 73.75
Packaging Corporation of America (PKG) 0.0 $4.7k 22.00 214.55
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $4.7k 41.00 114.07
CMS Energy Corporation (CMS) 0.0 $4.6k 66.00 70.44
PNC Financial Services (PNC) 0.0 $4.6k 25.00 184.84
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $4.6k 49.00 94.06
Trane Technologies SHS (TT) 0.0 $4.5k 12.00 378.33
Centene Corporation (CNC) 0.0 $4.4k 58.00 75.28
Occidental Petroleum Corporation (OXY) 0.0 $4.3k 84.00 51.54
Dbx Etf Tr Xtrack Msci Emrg (DBEM) 0.0 $4.3k 163.00 26.32
Omni (OMC) 0.0 $4.3k 41.00 104.22
Booking Holdings (BKNG) 0.0 $4.2k 1.00 4237.00
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $4.2k 21.00 201.14
Crown Castle Intl (CCI) 0.0 $4.0k 34.00 119.03
Truist Financial Corp equities (TFC) 0.0 $4.0k 95.00 42.57
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $4.0k 24.00 168.46
Verisign (VRSN) 0.0 $4.0k 21.00 189.95
DTE Energy Company (DTE) 0.0 $3.9k 30.00 128.73
Blackrock Etf Trust Ii Flexible Income (BINC) 0.0 $3.9k 72.00 53.53
Cardinal Health (CAH) 0.0 $3.8k 35.00 109.66
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $3.8k 27.00 141.19
Chubb (CB) 0.0 $3.7k 13.00 285.31
Oge Energy Corp (OGE) 0.0 $3.7k 90.00 41.06
FirstEnergy (FE) 0.0 $3.7k 83.00 44.45
Alamos Gold Com Cl A (AGI) 0.0 $3.7k 184.00 19.94
Applied Materials (AMAT) 0.0 $3.6k 18.00 198.11
Tc Energy Corp (TRP) 0.0 $3.4k 71.00 47.66
Alphabet Cap Stk Cl C (GOOG) 0.0 $3.4k 20.00 167.60
Etsy (ETSY) 0.0 $3.3k 60.00 55.53
Wec Energy Group (WEC) 0.0 $3.3k 34.00 97.12
Schlumberger Com Stk (SLB) 0.0 $3.3k 78.00 42.10
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.0 $3.3k 80.00 40.65
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $3.2k 92.00 35.26
Sempra Energy (SRE) 0.0 $3.2k 39.00 82.95
Caterpillar (CAT) 0.0 $3.2k 8.00 403.62
Ishares Jp Mrgn Em Hi Bd (EMHY) 0.0 $3.2k 82.00 39.16
Boeing Company (BA) 0.0 $3.2k 21.00 152.05
Citizens Financial (CFG) 0.0 $3.2k 78.00 40.91
Micron Technology (MU) 0.0 $3.2k 31.00 102.23
Key (KEY) 0.0 $3.1k 187.00 16.79
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.0 $3.1k 62.00 50.16
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $3.0k 31.00 98.10
Equity Residential Sh Ben Int (EQR) 0.0 $3.0k 41.00 73.78
General Dynamics Corporation (GD) 0.0 $3.0k 10.00 298.10
Interpublic Group of Companies (IPG) 0.0 $2.9k 93.00 31.46
Lamb Weston Hldgs (LW) 0.0 $2.9k 45.00 64.96
Sonoco Products Company (SON) 0.0 $2.9k 53.00 54.45
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.0 $2.8k 32.00 88.53
Godaddy Cl A (GDDY) 0.0 $2.8k 18.00 156.78
Regions Financial Corporation (RF) 0.0 $2.8k 119.00 23.33
Kraft Heinz (KHC) 0.0 $2.7k 78.00 35.05
Cnh Indl N V SHS (CNH) 0.0 $2.6k 233.00 11.10
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $2.6k 22.00 116.18
Duke Energy Corp Com New (DUK) 0.0 $2.5k 22.00 115.32
Corebridge Finl (CRBG) 0.0 $2.5k 86.00 29.07
Dominion Resources (D) 0.0 $2.5k 43.00 57.79
First Tr Exchange-traded First Tr Enh New (FTSM) 0.0 $2.5k 41.00 60.44
Ubiquiti (UI) 0.0 $2.4k 11.00 222.45
UGI Corporation (UGI) 0.0 $2.4k 97.00 24.95
Paypal Holdings (PYPL) 0.0 $2.4k 31.00 78.03
Franklin Resources (BEN) 0.0 $2.4k 120.00 20.12
Kyndryl Hldgs Common Stock (KD) 0.0 $2.3k 101.00 22.98
Cognizant Technology Solutio Cl A (CTSH) 0.0 $2.3k 30.00 76.23
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.0 $2.2k 23.00 93.61
Iqvia Holdings (IQV) 0.0 $2.1k 9.00 237.00
National Grid Sponsored Adr Ne (NGG) 0.0 $2.1k 30.00 69.67
Cdw (CDW) 0.0 $2.1k 9.00 229.11
Ishares Tr Faln Angls Usd (FALN) 0.0 $2.0k 72.00 27.19
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $1.9k 37.00 51.68
Texas Instruments Incorporated (TXN) 0.0 $1.8k 8.00 219.25
Pan American Silver Corp Can (PAAS) 0.0 $1.6k 79.00 20.87
Erie Indty Cl A (ERIE) 0.0 $1.6k 3.00 539.67
Ishares Tr Core Msci Eafe (IEFA) 0.0 $1.6k 21.00 76.38
Phinia Common Stock (PHIN) 0.0 $1.6k 34.00 46.50
Ross Stores (ROST) 0.0 $1.6k 10.00 157.10
Agnico (AEM) 0.0 $1.5k 18.00 80.56
T. Rowe Price (TROW) 0.0 $1.4k 13.00 108.77
Vodafone Group Sponsored Adr (VOD) 0.0 $1.4k 138.00 10.02
Target Corporation (TGT) 0.0 $1.4k 9.00 152.22
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.0 $1.3k 70.00 19.17
Ishares Tr Us Infrastruc (IFRA) 0.0 $1.3k 28.00 47.21
Amdocs SHS (DOX) 0.0 $1.3k 15.00 87.47
Lauder Estee Cos Cl A (EL) 0.0 $1.3k 13.00 100.23
Global Payments (GPN) 0.0 $1.3k 12.00 105.67
Hewlett Packard Enterprise (HPE) 0.0 $1.3k 62.00 20.35
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $1.2k 6.00 201.67
Comerica Incorporated (CMA) 0.0 $1.2k 19.00 61.26
Siriusxm Holdings Common Stock (SIRI) 0.0 $1.2k 49.00 23.69
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $1.1k 23.00 49.87
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $1.1k 23.00 49.57
United Parcel Service CL B (UPS) 0.0 $1.1k 8.00 141.88
Zimmer Holdings (ZBH) 0.0 $1.1k 10.00 111.20
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $1.1k 13.00 83.85
American Financial (AFG) 0.0 $1.1k 8.00 135.38
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $1.0k 13.00 80.08
NetApp (NTAP) 0.0 $1.0k 8.00 127.00
Walgreen Boots Alliance 0.0 $1.0k 112.00 8.98
Proshares Tr Bitcoin Etf (BITO) 0.0 $948.997700 49.00 19.37
Select Sector Spdr Tr Technology (XLK) 0.0 $903.000000 4.00 225.75
Uber Technologies (UBER) 0.0 $902.000400 12.00 75.17
Chemours (CC) 0.0 $846.001800 42.00 20.14
Ishares Tr Core Lt Usdb Etf (ILTB) 0.0 $807.000000 15.00 53.80
Fiserv (FI) 0.0 $719.000000 4.00 179.75
Warner Bros Discovery Com Ser A (WBD) 0.0 $718.002300 87.00 8.25
Digital Realty Trust (DLR) 0.0 $696.000000 4.00 174.00
Universal Display Corporation (OLED) 0.0 $630.999900 3.00 210.33
Viatris (VTRS) 0.0 $621.001000 53.00 11.72
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $620.000400 12.00 51.67
Ishares Tr National Mun Etf (MUB) 0.0 $544.000000 5.00 108.80
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.0 $514.000300 11.00 46.73
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.0 $477.999900 9.00 53.11
Sasol Sponsored Adr (SSL) 0.0 $438.997000 65.00 6.75
American Centy Etf Tr Avantis Core Fi (AVIG) 0.0 $394.000200 9.00 43.78
Ishares Tr Us Home Cons Etf (ITB) 0.0 $381.000000 3.00 127.00
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $378.999900 3.00 126.33
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.0 $375.999200 17.00 22.12
Energy Fuels Com New (UUUU) 0.0 $346.002300 63.00 5.49
Vanguard World Energy Etf (VDE) 0.0 $295.000000 2.00 147.50
Spdr Ser Tr S&p Bk Etf (KBE) 0.0 $264.000000 5.00 52.80
Ishares Msci Brazil Etf (EWZ) 0.0 $252.000000 9.00 28.00
Whirlpool Corporation (WHR) 0.0 $218.000000 2.00 109.00
Vanguard World Consum Stp Etf (VDC) 0.0 $218.000000 1.00 218.00
Victory Portfolios Ii Vcshs Us Lrg Cap (CDL) 0.0 $174.999900 3.00 58.33
Select Sector Spdr Tr Indl (XLI) 0.0 $174.000000 1.00 174.00
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $126.999900 3.00 42.33
Ishares Tr Msci Usa Value (VLUE) 0.0 $125.000000 1.00 125.00
Spdr Ser Tr S&p Biotech (XBI) 0.0 $99.000000 1.00 99.00
Ssga Active Tr Spdr Blackstone (HYBL) 0.0 $96.000000 3.00 32.00
Ishares Tr Cmbs Etf (CMBS) 0.0 $81.000000 2.00 40.50
Zimvie (ZIMV) 0.0 $16.000000 1.00 16.00