Ritter Daniher Financial Advisory LLC / DE

Ritter Daniher Financial Advisory LLC / DE as of Dec. 31, 2024

Portfolio Holdings for Ritter Daniher Financial Advisory LLC / DE

Ritter Daniher Financial Advisory LLC / DE holds 312 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) 22.4 $80M 135k 588.68
Ishares Tr Core Div Grwth (DGRO) 9.8 $35M 563k 61.34
Ishares Tr Core S&p Mcp Etf (IJH) 8.3 $29M 469k 62.31
Ishares Tr Core Msci Eafe (IEFA) 7.5 $27M 380k 70.28
American Centy Etf Tr Avantis Emgmkt (AVEM) 6.6 $23M 398k 58.79
Ishares Tr Core S&p Scp Etf (IJR) 5.5 $19M 168k 115.22
Procter & Gamble Company (PG) 3.5 $12M 73k 167.65
Pimco Etf Tr Multisector Bd (PYLD) 3.1 $11M 426k 25.92
Wisdomtree Tr Us Quality Grow (QGRW) 2.8 $10M 203k 49.26
Apple (AAPL) 2.7 $9.6M 38k 250.42
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.4 $8.5M 148k 57.53
LCNB (LCNB) 2.4 $8.5M 559k 15.13
J P Morgan Exchange Traded F Active Value Etf (JAVA) 2.1 $7.4M 117k 63.30
JPMorgan Chase & Co. (JPM) 1.3 $4.6M 19k 239.70
Dimensional Etf Trust Intl Small Cap E (DFIS) 1.1 $3.9M 160k 24.55
T Rowe Price Etf Price Grw Stock (TGRW) 1.0 $3.7M 93k 39.80
Amazon (AMZN) 0.9 $3.3M 15k 219.39
Cintas Corporation (CTAS) 0.9 $3.1M 17k 182.70
American Centy Etf Tr International Lr (AVIV) 0.8 $2.9M 56k 51.90
Microsoft Corporation (MSFT) 0.8 $2.7M 6.5k 421.50
Ishares Tr S&p Mc 400gr Etf (IJK) 0.5 $1.8M 20k 90.93
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.8M 9.3k 189.29
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $1.7M 13k 126.75
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.5 $1.6M 13k 124.96
Costco Wholesale Corporation (COST) 0.4 $1.4M 1.5k 916.30
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $1.3M 9.9k 135.37
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.2M 12k 101.53
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $1.2M 13k 88.40
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.3 $1.2M 11k 105.50
Tesla Motors (TSLA) 0.3 $1.1M 2.8k 403.84
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $1.0M 9.5k 108.61
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $1.0M 44k 23.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $974k 1.8k 538.81
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $921k 4.7k 195.83
Nextera Energy (NEE) 0.3 $911k 13k 71.69
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $873k 9.0k 96.83
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $871k 8.2k 106.04
Eli Lilly & Co. (LLY) 0.2 $859k 1.1k 772.02
Alphabet Cap Stk Cl C (GOOG) 0.2 $850k 4.5k 190.44
Ishares Tr Msci Eafe Etf (EFA) 0.2 $846k 11k 75.61
Ishares Tr Russell 2000 Etf (IWM) 0.2 $759k 3.4k 220.96
Exxon Mobil Corporation (XOM) 0.2 $695k 6.5k 107.57
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $652k 14k 47.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $636k 1.1k 586.09
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $593k 3.1k 190.88
Spdr Gold Tr Gold Shs (GLD) 0.2 $540k 2.2k 242.13
Royal Caribbean Cruises (RCL) 0.2 $536k 2.3k 230.69
Lincoln Electric Holdings (LECO) 0.1 $525k 2.8k 187.47
Broadcom (AVGO) 0.1 $512k 2.2k 231.84
Fifth Third Ban (FITB) 0.1 $461k 11k 42.28
Chevron Corporation (CVX) 0.1 $438k 3.0k 144.84
Ishares Tr Select Divid Etf (DVY) 0.1 $427k 3.3k 131.29
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $425k 1.5k 289.81
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $421k 8.4k 50.13
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $418k 8.2k 50.71
NVIDIA Corporation (NVDA) 0.1 $414k 3.1k 134.30
Pfizer (PFE) 0.1 $412k 16k 26.53
UnitedHealth (UNH) 0.1 $372k 736.00 505.87
Ishares Tr Eafe Value Etf (EFV) 0.1 $363k 6.9k 52.47
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.1 $345k 14k 25.30
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $341k 1.8k 185.13
Anthem (ELV) 0.1 $340k 922.00 368.90
Bristol Myers Squibb (BMY) 0.1 $340k 6.0k 56.56
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $331k 3.0k 110.25
Coca-Cola Company (KO) 0.1 $327k 5.3k 62.26
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $324k 2.5k 128.60
Pepsi (PEP) 0.1 $314k 2.1k 152.06
Kroger (KR) 0.1 $311k 5.1k 61.15
Home Depot (HD) 0.1 $291k 749.00 388.99
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $290k 4.4k 65.79
Duke Energy Corp Com New (DUK) 0.1 $288k 2.7k 107.74
Norfolk Southern (NSC) 0.1 $282k 1.2k 234.70
Meta Platforms Cl A (META) 0.1 $275k 470.00 585.51
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $257k 2.0k 129.34
Ishares Tr S&p 100 Etf (OEF) 0.1 $252k 871.00 288.85
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.1 $251k 4.2k 59.73
Vanguard Wellington Short Trm Tax Ex (VTES) 0.1 $246k 2.5k 100.25
Raytheon Technologies Corp (RTX) 0.1 $245k 2.1k 115.72
International Business Machines (IBM) 0.1 $238k 1.1k 219.87
BP Sponsored Adr (BP) 0.1 $232k 7.9k 29.56
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $218k 1.1k 197.49
Quanta Services (PWR) 0.1 $215k 681.00 316.05
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $215k 535.00 401.58
Bank of America Corporation (BAC) 0.1 $214k 4.9k 43.95
Us Bancorp Del Com New (USB) 0.1 $200k 4.2k 47.83
Intuitive Surgical Com New (ISRG) 0.1 $199k 382.00 521.96
PNC Financial Services (PNC) 0.1 $192k 995.00 192.85
The Trade Desk Com Cl A (TTD) 0.0 $177k 1.5k 117.53
Ishares Tr Rus 1000 Etf (IWB) 0.0 $176k 547.00 322.16
Cava Group Ord (CAVA) 0.0 $169k 1.5k 112.80
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $165k 3.4k 48.42
Ishares Tr MRGSTR SM CP GR (ISCG) 0.0 $164k 3.3k 49.46
Netflix (NFLX) 0.0 $160k 179.00 891.40
Abbvie (ABBV) 0.0 $151k 850.00 177.70
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $147k 7.9k 18.50
Visa Com Cl A (V) 0.0 $147k 464.00 316.04
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $146k 2.6k 57.41
Ishares Tr Russell 3000 Etf (IWV) 0.0 $145k 435.00 334.25
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $145k 3.5k 41.82
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $144k 5.2k 27.71
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $140k 1.2k 117.50
CSX Corporation (CSX) 0.0 $140k 4.4k 32.27
Uber Technologies (UBER) 0.0 $136k 2.3k 60.32
Wal-Mart Stores (WMT) 0.0 $133k 1.5k 90.35
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $125k 1.3k 96.90
Johnson & Johnson (JNJ) 0.0 $125k 863.00 144.62
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $120k 297.00 402.70
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $118k 1.5k 77.27
Mastercard Incorporated Cl A (MA) 0.0 $118k 224.00 526.57
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $118k 1.8k 65.08
Select Sector Spdr Tr Energy (XLE) 0.0 $106k 1.2k 85.68
Icon SHS (ICLR) 0.0 $104k 495.00 209.71
Lululemon Athletica (LULU) 0.0 $103k 269.00 382.41
Gartner (IT) 0.0 $102k 211.00 484.47
Blackstone Group Inc Com Cl A (BX) 0.0 $101k 584.00 172.53
Vanguard Index Fds Large Cap Etf (VV) 0.0 $99k 367.00 269.70
Deckers Outdoor Corporation (DECK) 0.0 $99k 486.00 203.09
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.0 $98k 4.8k 20.59
Fidelity Covington Trust Enhanced Large (FELC) 0.0 $94k 2.8k 32.93
O'reilly Automotive (ORLY) 0.0 $94k 79.00 1185.81
Vanguard Index Fds Growth Etf (VUG) 0.0 $93k 226.00 410.51
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $91k 345.00 264.13
United Rentals (URI) 0.0 $88k 125.00 704.44
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.0 $87k 1.3k 67.21
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $85k 3.3k 25.86
Huntington Bancshares Incorporated (HBAN) 0.0 $85k 5.2k 16.27
Vanguard Index Fds Value Etf (VTV) 0.0 $84k 498.00 169.30
Axon Enterprise (AXON) 0.0 $83k 140.00 594.32
McKesson Corporation (MCK) 0.0 $83k 145.00 569.91
Palantir Technologies Cl A (PLTR) 0.0 $81k 1.1k 75.63
American Express Company (AXP) 0.0 $78k 264.00 296.79
Thermo Fisher Scientific (TMO) 0.0 $78k 150.00 520.23
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $75k 146.00 510.84
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $74k 576.00 127.59
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $71k 278.00 253.75
Comerica Incorporated (CMA) 0.0 $69k 1.1k 61.85
Leidos Holdings (LDOS) 0.0 $69k 476.00 144.06
ConocoPhillips (COP) 0.0 $67k 674.00 99.17
Canadian Natl Ry (CNI) 0.0 $66k 650.00 101.51
Hp (HPQ) 0.0 $65k 2.0k 32.63
Automatic Data Processing (ADP) 0.0 $63k 216.00 292.73
Intel Corporation (INTC) 0.0 $63k 3.1k 20.05
McDonald's Corporation (MCD) 0.0 $63k 216.00 289.89
Cincinnati Financial Corporation (CINF) 0.0 $62k 430.00 143.70
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $62k 2.5k 24.86
Starbucks Corporation (SBUX) 0.0 $61k 671.00 91.25
Cheniere Energy Com New (LNG) 0.0 $60k 279.00 214.87
Illinois Tool Works (ITW) 0.0 $56k 222.00 253.56
Chipotle Mexican Grill (CMG) 0.0 $56k 925.00 60.30
Ge Aerospace Com New (GE) 0.0 $56k 334.00 167.00
Dupont De Nemours (DD) 0.0 $56k 730.00 76.25
Adobe Systems Incorporated (ADBE) 0.0 $55k 124.00 444.69
Lowe's Companies (LOW) 0.0 $55k 223.00 246.80
Arista Networks Com Shs (ANET) 0.0 $53k 480.00 110.53
Enbridge (ENB) 0.0 $53k 1.2k 42.43
Abbott Laboratories (ABT) 0.0 $52k 455.00 113.11
Draftkings Com Cl A (DKNG) 0.0 $51k 1.4k 37.20
Target Corporation (TGT) 0.0 $51k 375.00 135.18
Walt Disney Company (DIS) 0.0 $50k 447.00 111.31
Deere & Company (DE) 0.0 $50k 117.00 423.70
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $49k 600.00 81.98
Prudential Financial (PRU) 0.0 $49k 412.00 118.53
Ishares Tr U.s. Energy Etf (IYE) 0.0 $48k 1.1k 45.57
American Electric Power Company (AEP) 0.0 $48k 516.00 92.23
Merck & Co (MRK) 0.0 $48k 477.00 99.48
ON Semiconductor (ON) 0.0 $47k 741.00 63.05
Nucor Corporation (NUE) 0.0 $47k 400.00 116.71
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $46k 832.00 55.66
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.0 $46k 410.00 112.69
Servicenow (NOW) 0.0 $46k 43.00 1060.14
Sempra Energy (SRE) 0.0 $44k 500.00 87.72
Cummins (CMI) 0.0 $44k 125.00 348.60
Worthington Industries (WOR) 0.0 $43k 1.1k 40.10
Corteva (CTVA) 0.0 $42k 729.00 56.96
Cisco Systems (CSCO) 0.0 $41k 700.00 59.20
Comcast Corp Cl A (CMCSA) 0.0 $41k 1.1k 37.53
Hewlett Packard Enterprise (HPE) 0.0 $41k 1.9k 21.35
Smucker J M Com New (SJM) 0.0 $40k 365.00 110.12
Tractor Supply Company (TSCO) 0.0 $39k 740.00 53.06
Oracle Corporation (ORCL) 0.0 $39k 234.00 166.64
Nike CL B (NKE) 0.0 $39k 513.00 75.67
Worthington Stl Com Shs (WS) 0.0 $37k 1.2k 31.82
Amgen (AMGN) 0.0 $33k 128.00 259.93
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $33k 1.2k 27.87
Accenture Plc Ireland Shs Class A (ACN) 0.0 $31k 89.00 351.80
At&t (T) 0.0 $31k 1.3k 22.77
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $30k 1.2k 26.07
Novo-nordisk A S Adr (NVO) 0.0 $30k 350.00 86.02
Western Digital (WDC) 0.0 $30k 500.00 59.63
Dow (DOW) 0.0 $29k 727.00 40.13
Southern Company (SO) 0.0 $29k 350.00 82.32
Vanguard World Utilities Etf (VPU) 0.0 $29k 175.00 163.42
Alcoa (AA) 0.0 $28k 733.00 37.78
American Financial (AFG) 0.0 $27k 199.00 136.80
Old Republic International Corporation (ORI) 0.0 $27k 750.00 36.19
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $27k 975.00 27.32
Carrier Global Corporation (CARR) 0.0 $26k 380.00 68.26
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $26k 500.00 51.70
Regeneron Pharmaceuticals (REGN) 0.0 $25k 35.00 712.34
Asml Holding N V N Y Registry Shs (ASML) 0.0 $24k 35.00 693.09
Zimmer Holdings (ZBH) 0.0 $24k 224.00 105.63
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $23k 400.00 58.27
Humana (HUM) 0.0 $23k 90.00 253.71
Advanced Micro Devices (AMD) 0.0 $23k 188.00 120.79
Mondelez Intl Cl A (MDLZ) 0.0 $23k 377.00 59.73
Copart (CPRT) 0.0 $23k 392.00 57.39
Intercontinental Exchange (ICE) 0.0 $22k 150.00 149.01
Consolidated Edison (ED) 0.0 $22k 250.00 89.23
3M Company (MMM) 0.0 $22k 167.00 129.10
Invesco Exchange Traded Fd T Pharmaceuticals (PJP) 0.0 $21k 250.00 82.62
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $20k 247.00 79.99
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $20k 233.00 84.79
Cadence Design Systems (CDNS) 0.0 $20k 65.00 300.46
Aon Shs Cl A (AON) 0.0 $19k 52.00 359.17
Union Pacific Corporation (UNP) 0.0 $19k 81.00 228.05
Ishares Tr Us Consum Discre (IYC) 0.0 $18k 190.00 96.14
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $17k 98.00 174.88
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $16k 184.00 88.79
Clorox Company (CLX) 0.0 $16k 100.00 162.41
Wp Carey (WPC) 0.0 $16k 293.00 54.48
Morgan Stanley Com New (MS) 0.0 $16k 125.00 125.72
Joby Aviation Common Stock (JOBY) 0.0 $16k 1.9k 8.13
Rivian Automotive Com Cl A (RIVN) 0.0 $16k 1.2k 13.30
Cigna Corp (CI) 0.0 $15k 55.00 276.15
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $15k 109.00 137.58
Ishares Tr Us Aer Def Etf (ITA) 0.0 $15k 100.00 145.35
T. Rowe Price (TROW) 0.0 $14k 125.00 113.10
Ge Vernova (GEV) 0.0 $14k 42.00 328.95
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $14k 180.00 75.69
Genuine Parts Company (GPC) 0.0 $13k 109.00 116.76
Cibc Cad (CM) 0.0 $13k 200.00 63.23
Medtronic SHS (MDT) 0.0 $12k 153.00 79.88
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $12k 106.00 114.48
Waste Management (WM) 0.0 $12k 60.00 201.80
Gladstone Ld (LAND) 0.0 $12k 1.1k 10.85
Ishares Tr Expanded Tech (IGV) 0.0 $11k 110.00 100.13
Verizon Communications (VZ) 0.0 $10k 256.00 40.00
Wells Fargo & Company (WFC) 0.0 $10k 144.00 70.24
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $9.9k 86.00 114.93
Delta Air Lines Inc Del Com New (DAL) 0.0 $9.8k 163.00 60.33
Global X Fds Lithium Btry Etf (LIT) 0.0 $9.7k 237.00 40.78
Marsh & McLennan Companies (MMC) 0.0 $9.6k 45.00 212.42
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $9.0k 339.00 26.63
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $8.6k 213.00 40.34
DTE Energy Company (DTE) 0.0 $8.4k 70.00 120.34
Entergy Corporation (ETR) 0.0 $8.3k 110.00 75.83
Prologis (PLD) 0.0 $7.8k 74.00 105.70
Principal Financial (PFG) 0.0 $7.7k 100.00 77.41
Ishares Tr Exponential Tech (XT) 0.0 $7.5k 125.00 59.66
Global X Fds Fintech Etf (FINX) 0.0 $7.2k 230.00 31.22
Ishares Msci Aust Etf (EWA) 0.0 $7.2k 300.00 23.86
First Bancshares (FBMS) 0.0 $7.1k 202.00 35.00
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $6.9k 276.00 24.92
Evergy (EVRG) 0.0 $6.7k 109.00 61.55
Marvell Technology (MRVL) 0.0 $6.5k 59.00 110.02
Keurig Dr Pepper (KDP) 0.0 $6.4k 200.00 32.12
J P Morgan Exchange Traded F U S Tech Leaders (JTEK) 0.0 $6.4k 84.00 75.68
Micron Technology (MU) 0.0 $6.3k 75.00 84.16
United Parcel Service CL B (UPS) 0.0 $6.3k 50.00 126.10
Chemours (CC) 0.0 $5.5k 325.00 16.90
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $5.2k 39.00 132.10
Texas Roadhouse (TXRH) 0.0 $5.0k 28.00 178.32
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $4.5k 57.00 78.23
Invesco Db Commdy Indx Trck Unit (DBC) 0.0 $4.3k 200.00 21.38
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $3.9k 18.00 215.50
Dt Midstream Common Stock (DTM) 0.0 $3.4k 34.00 99.44
Ford Motor Company (F) 0.0 $3.2k 328.00 9.90
salesforce (CRM) 0.0 $3.0k 9.00 334.33
Global X Fds Clean Wtr Etf (AQWA) 0.0 $3.0k 177.00 16.83
Lamb Weston Hldgs (LW) 0.0 $2.7k 41.00 66.85
Spdr Ser Tr Aerospace Def (XAR) 0.0 $2.6k 16.00 162.12
Boston Beer Cl A (SAM) 0.0 $2.4k 8.00 300.00
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $2.1k 40.00 53.05
Nu Hldgs Ord Shs Cl A (NU) 0.0 $2.1k 200.00 10.36
Global X Fds Global X Uranium (URA) 0.0 $2.0k 76.00 26.79
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $1.9k 84.00 22.70
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.0 $1.8k 34.00 53.59
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $1.7k 34.00 51.15
Chewy Cl A (CHWY) 0.0 $1.7k 50.00 33.50
Babcock & Wilcox Enterpr (BW) 0.0 $1.6k 1.0k 1.64
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $1.5k 34.00 44.94
Ark Etf Tr Innovation Etf (ARKK) 0.0 $1.5k 26.00 56.81
Solventum Corp Com Shs (SOLV) 0.0 $1.5k 22.00 66.09
SYNNEX Corporation (SNX) 0.0 $1.4k 12.00 117.33
Global X Fds Thmatc Gwt Etf (GXDW) 0.0 $1.3k 55.00 23.47
Warner Bros Discovery Com Ser A (WBD) 0.0 $1.3k 120.00 10.57
Global X Fds Renewable Energy (RNRG) 0.0 $1.3k 146.00 8.68
Intuit (INTU) 0.0 $1.3k 2.00 628.50
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $1.3k 13.00 96.54
Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $1.2k 51.00 23.55
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $1.2k 34.00 34.15
ACADIA Pharmaceuticals (ACAD) 0.0 $1.2k 63.00 18.37
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.0 $1.0k 20.00 50.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $1.0k 23.00 44.04
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $921.000000 24.00 38.38
Paypal Holdings (PYPL) 0.0 $854.000000 10.00 85.40
Viatris (VTRS) 0.0 $847.001200 68.00 12.46
Callaway Golf Company (MODG) 0.0 $786.000000 100.00 7.86
Global X Fds Genomic Biotech (GNOM) 0.0 $767.998500 79.00 9.72
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $756.000000 15.00 50.40
Marathon Petroleum Corp (MPC) 0.0 $698.000000 5.00 139.60
Wabtec Corporation (WAB) 0.0 $569.000100 3.00 189.67
NET Lease Office Properties (NLOP) 0.0 $561.999600 18.00 31.22
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.0 $548.000400 12.00 45.67
Concentrix Corp (CNXC) 0.0 $519.999600 12.00 43.33
Ishares Tr Us Telecom Etf (IYZ) 0.0 $457.000800 17.00 26.88
Gamestop Corp Cl A (GME) 0.0 $377.000400 12.00 31.42
Zimvie (ZIMV) 0.0 $306.999000 22.00 13.95
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $176.000000 2.00 88.00
Ishares Core Msci Emkt (IEMG) 0.0 $105.000000 2.00 52.50
CVS Caremark Corporation (CVS) 0.0 $0 0 0.00
Moderna (MRNA) 0.0 $0 0 0.00