Spartan Wealth Advisory Services

Spartan Wealth Advisory Services as of March 31, 2026

Portfolio Holdings for Spartan Wealth Advisory Services

Spartan Wealth Advisory Services holds 310 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Micron Technology (MU) 6.3 $73M 215k 337.84
Alphabet Cap Stk Cl A (GOOGL) 4.6 $53M 183k 287.56
Apple (AAPL) 4.6 $52M 207k 253.79
NVIDIA Corporation (NVDA) 3.6 $41M 237k 174.40
Amazon (AMZN) 3.5 $40M 191k 208.27
Microsoft Corporation (MSFT) 3.2 $36M 98k 370.17
Sandisk Corp (SNDK) 3.1 $36M 56k 635.34
Western Digital (WDC) 3.0 $35M 128k 270.49
Meta Platforms Cl A (META) 3.0 $35M 60k 572.13
J P Morgan Exchange Traded F Flexible Debt Et (JFLX) 1.8 $21M 422k 49.67
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.6 $18M 181k 100.66
Exxon Mobil Corporation (XOM) 1.4 $16M 92k 169.66
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 1.4 $16M 627k 24.77
JPMorgan Chase & Co. (JPM) 1.3 $14M 49k 294.16
Broadcom (AVGO) 1.2 $13M 43k 309.51
Eli Lilly & Co. (LLY) 1.1 $13M 14k 919.77
Spdr Series Trust State Street Spd (SPIB) 1.1 $13M 382k 33.54
Arista Networks Com Shs (ANET) 1.1 $13M 102k 122.78
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $12M 20k 597.54
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 1.0 $12M 128k 93.74
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.0 $12M 106k 109.69
Crowdstrike Hldgs Cl A (CRWD) 1.0 $12M 30k 390.41
Visa Com Cl A (V) 0.9 $11M 35k 302.24
Principal Exchange Traded Prnc Invt Grad (IG) 0.9 $11M 509k 20.64
Columbia Etf Tr I Short Duration (SBND) 0.9 $10M 545k 18.79
First Tr Exchange Traded Nasdaq Buywrite (FTQI) 0.9 $10M 514k 19.92
Northern Lights Fd Tr Ocean Park Diver (DUKZ) 0.9 $10M 405k 24.92
Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN) 0.9 $10M 208k 48.18
Thornburg Etf Tr Multi Sector Bd (TMB) 0.8 $9.6M 376k 25.51
Applied Materials (AMAT) 0.8 $9.3M 27k 341.79
Costco Wholesale Corporation (COST) 0.8 $9.0M 9.0k 996.39
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $9.0M 49k 184.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $8.9M 19k 479.20
Tesla Motors (TSLA) 0.8 $8.9M 24k 371.75
Caterpillar (CAT) 0.7 $8.0M 11k 708.46
Fidelity Covington Trust Enhanced Intl (FENI) 0.7 $7.9M 211k 37.20
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.7 $7.5M 188k 40.06
UnitedHealth (UNH) 0.7 $7.4M 28k 270.59
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.6 $7.3M 139k 52.19
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $7.2M 235k 30.68
Citigroup Com New (C) 0.6 $7.2M 63k 113.41
Alphabet Cap Stk Cl C (GOOG) 0.6 $7.1M 25k 286.86
Linde SHS (LIN) 0.6 $6.6M 13k 495.75
Johnson & Johnson (JNJ) 0.6 $6.5M 26k 244.44
Palo Alto Networks (PANW) 0.6 $6.4M 40k 160.32
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR) 0.6 $6.3M 159k 39.76
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $6.1M 74k 82.75
McDonald's Corporation (MCD) 0.5 $5.9M 19k 310.78
Etf Ser Solutions Aam Slc Low Dur (LODI) 0.5 $5.8M 232k 25.20
Asml Hldg Nv N Y Registry Shs (ASML) 0.5 $5.5M 4.2k 1320.83
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.5 $5.5M 144k 38.42
Vanguard World Mega Cap Index (MGC) 0.5 $5.5M 23k 236.35
Cisco Systems (CSCO) 0.5 $5.4M 70k 77.59
Wal-Mart Stores (WMT) 0.5 $5.4M 44k 124.28
Morgan Stanley Etf Trust Eaton Vance Inte (EVIM) 0.5 $5.2M 99k 52.55
Principal Exchange Traded Spectrum Pfd (PREF) 0.4 $4.8M 255k 18.82
Ishares Tr National Mun Etf (MUB) 0.4 $4.8M 45k 106.15
Columbia Etf Tr I Multi Sec Muni (MUST) 0.4 $4.7M 227k 20.51
Coca-Cola Company (KO) 0.4 $4.5M 59k 76.05
Spdr Series Trust State Street Spd (SPYM) 0.4 $4.4M 58k 76.54
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $4.4M 68k 64.08
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.4 $4.3M 106k 40.81
TJX Companies (TJX) 0.4 $4.3M 27k 159.70
Goldman Sachs (GS) 0.4 $4.3M 5.0k 845.96
Honeywell International (HON) 0.4 $4.2M 18k 226.03
Mastercard Incorporated Cl A (MA) 0.4 $4.1M 8.2k 499.65
Boston Scientific Corporation (BSX) 0.4 $4.1M 65k 62.75
Procter & Gamble Company (PG) 0.4 $4.0M 28k 144.44
Pulte (PHM) 0.4 $4.0M 34k 117.61
Thermo Fisher Scientific (TMO) 0.4 $4.0M 8.2k 491.50
Abbvie (ABBV) 0.3 $4.0M 18k 217.49
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $3.9M 13k 287.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $3.7M 6.4k 577.19
Morgan Stanley Com New (MS) 0.3 $3.7M 22k 164.57
Parker-Hannifin Corporation (PH) 0.3 $3.7M 4.1k 895.26
Deere & Company (DE) 0.3 $3.5M 6.3k 563.29
American Express Company (AXP) 0.3 $3.5M 12k 302.47
Oracle Corporation (ORCL) 0.3 $3.4M 23k 147.11
FedEx Corporation (FDX) 0.3 $3.4M 9.6k 356.17
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $3.4M 133k 25.64
Vertiv Holdings Com Cl A (VRT) 0.3 $3.3M 13k 250.57
Select Sector Spdr Tr State Street Tec (XLK) 0.3 $3.3M 25k 132.90
Vanguard Index Fds Small Cp Etf (VB) 0.3 $3.1M 12k 261.92
DTE Energy Company (DTE) 0.3 $3.0M 21k 146.22
Southern Company (SO) 0.3 $3.0M 32k 96.52
Raytheon Technologies Corp (RTX) 0.3 $2.9M 15k 192.90
CBOE Holdings (CBOE) 0.3 $2.9M 10k 281.06
Ishares Tr Expanded Tech (IGV) 0.2 $2.8M 35k 80.05
American Tower Reit (AMT) 0.2 $2.7M 16k 172.58
Spdr Series Trust State Street Spd (BIL) 0.2 $2.7M 29k 91.64
Wells Fargo & Company (WFC) 0.2 $2.6M 33k 79.61
Verizon Communications (VZ) 0.2 $2.6M 52k 50.20
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $2.6M 31k 84.91
SYSCO Corporation (SYY) 0.2 $2.5M 36k 71.33
Advanced Micro Devices (AMD) 0.2 $2.4M 12k 203.43
Spdr Series Trust State Street Spd (SLYG) 0.2 $2.4M 25k 96.62
ConocoPhillips (COP) 0.2 $2.4M 18k 132.00
Pepsi (PEP) 0.2 $2.4M 15k 155.29
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $2.3M 47k 49.89
O'reilly Automotive (ORLY) 0.2 $2.3M 25k 92.31
American Electric Power Company (AEP) 0.2 $2.2M 17k 131.08
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.2 $2.2M 56k 39.43
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $2.2M 9.2k 237.61
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $2.2M 3.4k 650.40
Lockheed Martin Corporation (LMT) 0.2 $2.2M 3.6k 604.44
Emerson Electric (EMR) 0.2 $2.2M 17k 131.02
Astrazeneca Ord (AZN) 0.2 $2.2M 11k 197.22
Public Storage (PSA) 0.2 $2.2M 7.9k 270.88
Ameriprise Financial (AMP) 0.2 $2.1M 4.7k 444.44
Ishares Tr Msci Eafe Etf (EFA) 0.2 $2.1M 21k 97.13
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $2.0M 7.8k 257.37
Intuitive Surgical Com New (ISRG) 0.2 $2.0M 4.3k 460.99
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $2.0M 18k 110.47
Norfolk Southern (NSC) 0.2 $2.0M 6.8k 287.02
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.9M 2.9k 653.12
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $1.9M 34k 56.68
Entergy Corporation (ETR) 0.2 $1.8M 16k 112.36
Ishares Tr Rusel 2500 Etf (SMMD) 0.2 $1.8M 24k 76.35
Franklin Templeton Etf Tr Income Focus Etf (INCM) 0.2 $1.8M 63k 28.75
Travelers Companies (TRV) 0.2 $1.8M 6.0k 291.68
Cme (CME) 0.1 $1.7M 5.7k 295.33
TransDigm Group Incorporated (TDG) 0.1 $1.6M 1.4k 1158.96
Prologis (PLD) 0.1 $1.6M 12k 132.18
Vanguard Index Fds Value Etf (VTV) 0.1 $1.6M 8.2k 196.21
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $1.6M 34k 47.54
Devon Energy Corporation (DVN) 0.1 $1.6M 31k 50.32
Reddit Cl A (RDDT) 0.1 $1.6M 12k 134.65
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.5M 28k 54.05
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.5M 3.5k 436.82
Servicenow (NOW) 0.1 $1.5M 14k 104.55
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $1.5M 51k 29.08
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $1.4M 51k 27.85
Dt Midstream Common Stock (DTM) 0.1 $1.4M 10k 134.68
Franklin Templeton Etf Tr Ftse South Korea (FLKR) 0.1 $1.3M 34k 39.87
Yum! Brands (YUM) 0.1 $1.3M 8.4k 155.47
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.1 $1.3M 48k 26.96
Ge Aerospace Com New (GE) 0.1 $1.3M 4.5k 283.77
Coinbase Global Com Cl A (COIN) 0.1 $1.2M 7.1k 174.61
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $1.2M 14k 84.84
Principal Exchange Traded Prin U S Small (PSC) 0.1 $1.2M 21k 57.32
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $1.2M 7.2k 161.72
Lululemon Athletica (LULU) 0.1 $1.2M 7.7k 153.10
Regeneron Pharmaceuticals (REGN) 0.1 $1.2M 1.5k 772.70
Listed Fds Tr Roundhill Magnif (MAGS) 0.1 $1.1M 20k 57.94
Solstice Advanced Matls Com Shs (SOLS) 0.1 $1.1M 15k 76.16
Circle Internet Group Com Cl A (CRCL) 0.1 $1.1M 12k 95.41
Ge Vernova (GEV) 0.1 $1.1M 1.3k 872.90
United Parcel Svcs CL B (UPS) 0.1 $1.1M 11k 98.38
Chevron Corporation (CVX) 0.1 $1.0M 5.1k 206.90
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.0M 5.1k 198.29
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $987k 40k 24.75
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $975k 7.8k 124.31
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $968k 13k 75.09
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $967k 10k 93.66
Williams-Sonoma (WSM) 0.1 $961k 5.3k 182.33
Uber Technologies (UBER) 0.1 $946k 13k 71.93
Home Depot (HD) 0.1 $940k 2.9k 328.89
Netflix (NFLX) 0.1 $928k 9.7k 96.15
Astera Labs (ALAB) 0.1 $926k 8.4k 109.60
Spdr Gold Tr Gold Shs (GLD) 0.1 $921k 2.1k 430.29
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $908k 13k 67.53
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $898k 2.8k 320.78
Strategy Cl A New (MSTR) 0.1 $878k 7.0k 124.80
First Tr Exchange-traded SHS (FVD) 0.1 $864k 18k 47.03
Palantir Technologies Cl A (PLTR) 0.1 $862k 5.9k 146.28
Becton, Dickinson and (BDX) 0.1 $850k 5.4k 157.24
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $841k 6.1k 138.32
Select Sector Spdr Tr State Street Com (XLC) 0.1 $841k 7.6k 110.86
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $838k 17k 49.37
Shift4 Pmts Cl A (FOUR) 0.1 $834k 19k 43.73
Boeing Company (BA) 0.1 $824k 4.1k 199.03
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $810k 28k 29.13
Spdr Series Trust State Street Spd (SLYV) 0.1 $808k 8.5k 94.58
Direxion Shares Etf Trust Dly Mu Bull 2x (MUU) 0.1 $808k 6.7k 120.38
Zoetis Cl A (ZTS) 0.1 $784k 6.6k 118.21
Occidental Petroleum Corporation (OXY) 0.1 $781k 12k 65.00
Crown Castle Intl (CCI) 0.1 $770k 9.5k 81.31
Intel Corporation (INTC) 0.1 $766k 17k 44.13
Spdr Series Trust State Street Spd (CWB) 0.1 $757k 8.3k 91.52
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $718k 1.00 718140.00
Philip Morris International (PM) 0.1 $717k 4.3k 165.33
Bank of America Corporation (BAC) 0.1 $712k 15k 48.75
Blackstone Group Inc Com Cl A (BX) 0.1 $708k 6.2k 114.99
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $704k 4.8k 146.61
Nextera Energy (NEE) 0.1 $695k 7.5k 92.88
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $669k 1.6k 426.40
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $654k 21k 30.50
Altria (MO) 0.1 $653k 9.9k 65.99
Deckers Outdoor Corporation (DECK) 0.1 $650k 6.5k 100.09
Ishares Tr Core Msci Eafe (IEFA) 0.1 $645k 7.1k 90.53
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $635k 12k 55.24
Huntington Bancshares Incorporated (HBAN) 0.1 $626k 40k 15.65
Booking Holdings (BKNG) 0.1 $615k 146.00 4210.32
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $607k 4.8k 125.46
Kestra Med Technologies SHS (KMTS) 0.1 $603k 30k 19.93
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $600k 9.8k 61.26
Bain Cap Specialty Fin Com Stk (BCSF) 0.1 $598k 48k 12.40
Cummins (CMI) 0.1 $596k 1.1k 538.01
Putnam Etf Trust Focused Lar Cap (PVAL) 0.1 $584k 13k 46.40
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $574k 7.1k 80.58
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.0 $569k 42k 13.67
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.0 $565k 9.3k 60.44
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.0 $548k 16k 33.77
Ishares Tr Rus 1000 Etf (IWB) 0.0 $542k 1.5k 356.56
Ishares Tr Ibds Dec28 Etf (IBDT) 0.0 $540k 21k 25.33
salesforce (CRM) 0.0 $529k 2.8k 186.70
Ishares Tr Select Divid Etf (DVY) 0.0 $528k 3.5k 151.41
Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $526k 22k 24.24
Pfizer (PFE) 0.0 $519k 19k 28.08
Ishares Ethereum Tr SHS (ETHA) 0.0 $518k 33k 15.83
Select Sector Spdr Tr State Street Con (XLY) 0.0 $505k 4.6k 108.98
Cadence Design Systems (CDNS) 0.0 $494k 1.8k 277.87
Ishares Core Msci Emkt (IEMG) 0.0 $493k 7.1k 69.75
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $488k 9.2k 52.76
Draftkings Com Cl A (DKNG) 0.0 $487k 23k 21.62
Stryker Corporation (SYK) 0.0 $483k 1.5k 328.53
Texas Instruments Incorporated (TXN) 0.0 $472k 2.4k 194.17
At&t (T) 0.0 $467k 16k 28.99
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $466k 9.5k 48.93
Calamos Etf Tr Bitcoin 90 Serie (CBXY) 0.0 $462k 21k 21.95
Ishares Tr Russell 2000 Etf (IWM) 0.0 $453k 1.8k 248.00
Ishares Tr Core 30/70 Conse (AOK) 0.0 $446k 11k 39.89
Fiserv (FISV) 0.0 $434k 7.8k 55.80
Ford Motor Company (F) 0.0 $432k 37k 11.54
Crocs (CROX) 0.0 $431k 5.2k 83.02
Jd.com Spon Ads Cl A (JD) 0.0 $430k 15k 29.57
Delta Air Lines Com New (DAL) 0.0 $430k 6.5k 66.48
Ishares Tr Ibonds Dec 29 (IBDU) 0.0 $423k 18k 23.26
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $421k 2.0k 213.67
Robinhood Mkts Com Cl A (HOOD) 0.0 $417k 6.0k 69.30
Novo-nordisk A S Adr (NVO) 0.0 $406k 11k 36.75
Toronto Dominion Bk Ont Com New (TD) 0.0 $394k 4.2k 93.31
Qualcomm (QCOM) 0.0 $393k 3.1k 128.79
Uwm Holdings Corporation Com Cl A (UWMC) 0.0 $392k 108k 3.62
Nike CL B (NKE) 0.0 $385k 7.3k 52.82
Snowflake Com Shs (SNOW) 0.0 $385k 2.6k 150.82
Global X Fds S&p 500 Catholic (CATH) 0.0 $381k 4.9k 78.15
Global X Fds Nasdaq 100 Cola (QCLR) 0.0 $380k 14k 26.51
General Motors Company (GM) 0.0 $365k 4.9k 74.50
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.0 $361k 16k 22.68
Mondelez Intl Cl A (MDLZ) 0.0 $359k 6.2k 57.64
Sofi Technologies (SOFI) 0.0 $348k 22k 15.88
Select Sector Spdr Tr State Street Uti (XLU) 0.0 $345k 7.5k 45.89
Ishares Tr Core Msci Total (IXUS) 0.0 $344k 4.0k 86.64
Kinder Morgan (KMI) 0.0 $341k 10k 33.53
Twilio Cl A (TWLO) 0.0 $338k 2.7k 125.82
Nebius Group Shs Class A (NBIS) 0.0 $311k 3.0k 103.76
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $311k 9.6k 32.43
Coreweave Com Cl A (CRWV) 0.0 $310k 4.0k 77.47
Merck & Co (MRK) 0.0 $308k 2.6k 120.29
Abbott Laboratories (ABT) 0.0 $308k 3.0k 102.66
Prudential Financial (PRU) 0.0 $305k 3.1k 97.69
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $302k 892.00 337.95
Starbucks Corporation (SBUX) 0.0 $298k 3.3k 89.59
Sherwin-Williams Company (SHW) 0.0 $293k 914.00 320.55
Capital One Financial (COF) 0.0 $292k 1.6k 182.43
Cleveland-cliffs (CLF) 0.0 $290k 34k 8.45
Calamos Etf Tr S&p 500 Structur (CPST) 0.0 $289k 11k 26.98
Flagstar Bank National Assoc Com New (FLG) 0.0 $284k 22k 13.17
Chubb (CB) 0.0 $284k 870.00 326.03
Intuit (INTU) 0.0 $282k 651.00 432.56
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.0 $276k 2.7k 103.37
Duke Energy Corp Com New (DUK) 0.0 $275k 2.1k 130.94
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $275k 4.7k 59.03
Dex (DXCM) 0.0 $273k 4.4k 62.80
Fifth Third Ban (FITB) 0.0 $273k 5.9k 46.46
American Intl Group Com New (AIG) 0.0 $268k 3.6k 75.25
Flextronics Intl Ord (FLEX) 0.0 $262k 4.0k 65.46
Ishares Tr Ibonds 2027 Term (IBHG) 0.0 $260k 12k 22.13
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $257k 8.5k 30.32
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $252k 2.1k 118.62
Vaneck Etf Trust Rare Earth And S (REMX) 0.0 $251k 2.9k 88.00
Constellation Brands Cl A (STZ) 0.0 $249k 1.7k 150.00
Waste Management (WM) 0.0 $247k 1.1k 229.79
Arm Holdings Sponsored Ads (ARM) 0.0 $245k 1.6k 151.28
Northrop Grumman Corporation (NOC) 0.0 $244k 358.00 682.24
Marvell Technology (MRVL) 0.0 $244k 2.5k 99.06
Vanguard World Financials Etf (VFH) 0.0 $242k 2.0k 120.81
Charles Schwab Corporation (SCHW) 0.0 $241k 2.6k 93.98
Rocket Cos Com Cl A (RKT) 0.0 $239k 17k 14.25
CMS Energy Corporation (CMS) 0.0 $236k 3.0k 77.58
Lowe's Companies (LOW) 0.0 $231k 976.00 236.28
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI) 0.0 $230k 2.8k 82.11
Ishares Silver Tr Ishares (SLV) 0.0 $230k 3.4k 68.14
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $229k 9.2k 24.91
Ishares Tr Ibonds 2026 Term (IBHF) 0.0 $228k 10k 22.95
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $226k 553.00 407.69
Adobe Systems Incorporated (ADBE) 0.0 $225k 927.00 243.08
Dow (DOW) 0.0 $225k 5.4k 41.65
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $221k 2.7k 82.43
Union Pacific Corporation (UNP) 0.0 $219k 903.00 242.51
International Business Machines (IBM) 0.0 $219k 902.00 242.52
The Trade Desk Com Cl A (TTD) 0.0 $219k 9.6k 22.69
Waters Corporation (WAT) 0.0 $215k 721.00 297.80
Spdr Index Shs Fds State Street Spd (GNR) 0.0 $213k 2.9k 74.67
Blackrock (BLK) 0.0 $213k 221.00 961.71
Marsh & McLennan Companies (MRSH) 0.0 $212k 1.2k 173.45
Spdr Series Trust State Street Spd (SPYV) 0.0 $205k 3.6k 56.58
D-wave Quantum (QBTS) 0.0 $185k 13k 14.43
Snap Cl A (SNAP) 0.0 $183k 40k 4.60
American Bitcoin Corp. Com Cl A (ABTC) 0.0 $161k 174k 0.92
Bitwise Xrp Etf Beneficial Int (XRP) 0.0 $159k 11k 15.03
Nuscale Pwr Corp Cl A Com (SMR) 0.0 $143k 13k 10.84
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $111k 10k 10.88
Bigbear Ai Hldgs (BBAI) 0.0 $84k 24k 3.52
Nio Spon Ads (NIO) 0.0 $82k 14k 6.03
Soundhound Ai Class A Com (SOUN) 0.0 $74k 11k 6.87
Prospect Capital Corporation (PSEC) 0.0 $50k 19k 2.61
Opko Health (OPK) 0.0 $23k 20k 1.14
Rockwell Med Com New (RMTI) 0.0 $22k 25k 0.89