Summit Wealth Partners

Summit Wealth Partners as of March 31, 2026

Portfolio Holdings for Summit Wealth Partners

Summit Wealth Partners holds 271 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
Ishares Tr Core S&p500 Etf (IVV) 4.5 $28M 43k 653.21
Ishares Tr Rus 1000 Grw Etf (IWF) 3.8 $24M 57k 426.40
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.8 $24M 125k 191.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.2 $20M 35k 577.19
Blackrock Etf Trust Ii Ishares Flexible (BINC) 2.8 $18M 344k 51.93
Ishares Tr Core Us Aggbd Et (AGG) 2.8 $18M 176k 99.27
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.7 $17M 342k 50.61
Ishares Tr Msci Usa Min Vol (USMV) 2.7 $17M 183k 92.74
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.5 $16M 303k 52.56
Ishares Tr Core Univrsl Usd (IUSB) 2.5 $16M 338k 46.19
Ishares Tr Ishs 5-10yr Invt (IGIB) 2.3 $15M 272k 53.22
Brown & Brown (BRO) 2.1 $13M 202k 65.21
Ishares Tr Core Msci Eafe (IEFA) 2.0 $13M 142k 90.53
Vanguard Whitehall Fds High Div Yld (VYM) 1.8 $11M 77k 148.10
Ishares Tr Msci Intl Qualty (IQLT) 1.7 $11M 233k 46.23
NVIDIA Corporation (NVDA) 1.6 $10M 58k 174.40
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.6 $10M 15k 650.34
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.5 $9.4M 99k 95.44
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.4 $8.9M 111k 80.61
Ishares Tr Rus 1000 Etf (IWB) 1.4 $8.9M 25k 356.56
Apple (AAPL) 1.4 $8.9M 35k 253.79
Procter & Gamble Company (PG) 1.2 $7.9M 55k 144.44
Vanguard Index Fds Growth Etf (VUG) 1.2 $7.3M 17k 436.79
Ishares Tr Core S&p Ttl Stk (ITOT) 1.1 $7.2M 51k 142.43
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 1.1 $7.0M 15k 463.20
Ishares Tr Rus Mid Cap Etf (IWR) 1.1 $6.9M 71k 97.23
Ishares Tr Core Msci Intl (IDEV) 1.1 $6.8M 81k 83.57
Ishares Tr Core High Dv Etf (HDV) 1.0 $6.6M 49k 135.72
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $6.3M 79k 80.58
Ishares Tr Russell 2000 Etf (IWM) 1.0 $6.2M 25k 248.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $5.8M 87k 67.53
Microsoft Corporation (MSFT) 0.8 $5.2M 14k 370.16
Amazon (AMZN) 0.8 $5.2M 25k 208.27
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.8 $5.2M 104k 49.99
Ishares Tr Core S&p Us Vlu (IUSV) 0.8 $5.0M 49k 102.25
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.8 $4.9M 84k 58.18
American Centy Etf Tr Us Eqt Etf (AVUS) 0.7 $4.7M 43k 111.18
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.7 $4.7M 100k 47.08
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.7 $4.7M 82k 56.68
Spdr Gold Tr Gold Shs (GLD) 0.7 $4.4M 10k 430.29
JPMorgan Chase & Co. (JPM) 0.7 $4.3M 15k 294.16
Ishares Tr Select Divid Etf (DVY) 0.7 $4.3M 28k 151.41
Pacer Fds Tr Developed Mrkt (ICOW) 0.7 $4.1M 97k 42.44
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $4.1M 33k 124.31
Select Sector Spdr Tr State Street Ene (XLE) 0.6 $3.7M 60k 61.26
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.6 $3.6M 75k 48.46
Johnson & Johnson (JNJ) 0.5 $3.3M 14k 244.43
Alphabet Cap Stk Cl C (GOOG) 0.5 $3.2M 11k 286.86
Wal-Mart Stores (WMT) 0.5 $3.1M 25k 124.28
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.5 $3.1M 55k 55.52
Vanguard Index Fds Small Cp Etf (VB) 0.5 $2.9M 11k 261.92
First Tr Exchange-traded First Tr Enh New (FTSM) 0.5 $2.9M 48k 59.78
Ishares Tr Core Div Grwth (DGRO) 0.4 $2.8M 39k 70.18
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $2.8M 35k 78.41
Proshares Tr S&p Mdcp 400 Div (REGL) 0.4 $2.7M 31k 86.41
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.4 $2.7M 59k 45.62
Ishares Tr S&p 100 Etf (OEF) 0.4 $2.5M 7.9k 318.06
Applied Materials (AMAT) 0.4 $2.5M 7.2k 341.79
Dimensional Etf Trust Intl High Profit (DIHP) 0.4 $2.4M 75k 32.22
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.4M 8.3k 287.56
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $2.4M 44k 54.05
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.4 $2.3M 46k 50.98
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $2.2M 31k 73.64
Broadcom (AVGO) 0.3 $2.2M 7.0k 309.52
Caterpillar (CAT) 0.3 $2.1M 3.0k 708.46
Ishares Tr Core Msci Total (IXUS) 0.3 $2.1M 24k 86.64
Netflix (NFLX) 0.3 $1.9M 20k 96.15
Ishares U S Etf Tr Short Maturity M (MEAR) 0.3 $1.9M 38k 50.34
Merck & Co (MRK) 0.3 $1.9M 16k 120.29
Select Sector Spdr Tr State Street Uti (XLU) 0.3 $1.9M 40k 45.89
Home Depot (HD) 0.3 $1.8M 5.6k 328.90
Select Sector Spdr Tr State Street Tec (XLK) 0.3 $1.8M 14k 132.90
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.8M 28k 64.08
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.3 $1.7M 2.7k 616.82
Blackrock Etf Trust Ishares A I Inno (BAI) 0.3 $1.6M 49k 32.95
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.3 $1.6M 25k 63.91
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $1.6M 19k 82.75
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $1.5M 26k 58.54
Ishares Tr Core 80/20 Aggre (AOA) 0.2 $1.5M 17k 88.49
Global X Fds Global X Copper (COPX) 0.2 $1.5M 19k 76.35
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $1.4M 47k 30.68
Costco Wholesale Corporation (COST) 0.2 $1.4M 1.4k 996.50
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.2 $1.4M 61k 22.91
McDonald's Corporation (MCD) 0.2 $1.3M 4.2k 310.82
Oracle Corporation (ORCL) 0.2 $1.3M 8.9k 147.11
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $1.3M 31k 42.31
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $1.3M 16k 79.27
Select Sector Spdr Tr State Street Con (XLY) 0.2 $1.3M 12k 108.98
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $1.3M 13k 96.70
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $1.2M 7.9k 155.11
Morgan Stanley Com New (MS) 0.2 $1.2M 7.4k 164.57
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.2M 6.1k 191.91
Coca-Cola Company (KO) 0.2 $1.2M 15k 76.05
Exxon Mobil Corporation (XOM) 0.2 $1.1M 6.5k 169.67
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $1.1M 21k 50.66
Tesla Motors (TSLA) 0.2 $1.1M 2.9k 371.75
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.1M 3.3k 320.77
Meta Platforms Cl A (META) 0.2 $1.0M 1.8k 572.18
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.2 $1.0M 46k 22.43
Wisdomtree Tr Em Ex St-owned (XSOE) 0.2 $1.0M 26k 40.10
Philip Morris International (PM) 0.2 $1.0M 6.1k 165.34
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $979k 8.3k 118.60
Ishares Gold Tr Ishares New (IAU) 0.2 $961k 11k 88.16
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $961k 3.3k 287.22
Innovator Etfs Trust Equity Def Protn (ZFEB) 0.2 $958k 38k 25.39
Vanguard Index Fds Value Etf (VTV) 0.1 $927k 4.7k 196.20
Bank of America Corporation (BAC) 0.1 $926k 19k 48.75
Select Sector Spdr Tr State Street Com (XLC) 0.1 $911k 8.2k 110.86
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $905k 12k 75.10
Ishares Tr Msci Eafe Etf (EFA) 0.1 $896k 9.2k 97.13
Walt Disney Company (DIS) 0.1 $887k 9.2k 96.38
Tortoise Capital Series Trus North Amrcn Pipe (TPYP) 0.1 $867k 21k 42.36
Ishares Tr Core 60/40 Balan (AOR) 0.1 $850k 13k 64.35
Innovator Etfs Trust Equity Defined P (ZNOV) 0.1 $848k 32k 26.55
Ishares Core Msci Emkt (IEMG) 0.1 $843k 12k 69.75
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.1 $835k 19k 43.06
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $828k 25k 33.77
Ishares Tr Core Lt Usdb Etf (ILTB) 0.1 $828k 17k 48.98
Southstate Bk Corp (SSB) 0.1 $815k 8.8k 92.52
Abbvie (ABBV) 0.1 $804k 3.7k 217.47
Marriott Intl Cl A (MAR) 0.1 $801k 2.5k 327.07
Chevron Corporation (CVX) 0.1 $785k 3.8k 206.89
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.1 $770k 12k 66.77
Lockheed Martin Corporation (LMT) 0.1 $756k 1.3k 604.46
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $750k 30k 25.33
3M Company (MMM) 0.1 $732k 5.0k 145.23
Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $728k 20k 36.76
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $723k 1.2k 597.57
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $708k 5.1k 138.37
Cisco Systems (CSCO) 0.1 $689k 8.9k 77.59
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $685k 14k 47.54
American Express Company (AXP) 0.1 $683k 2.3k 302.48
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $669k 28k 24.24
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $651k 13k 49.69
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $642k 3.0k 215.05
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.1 $632k 15k 42.72
Ishares Tr Us Aer Def Etf (ITA) 0.1 $623k 2.8k 218.75
Pfizer (PFE) 0.1 $613k 22k 28.08
At&t (T) 0.1 $602k 21k 28.99
International Business Machines (IBM) 0.1 $592k 2.4k 242.38
Automatic Data Processing (ADP) 0.1 $592k 2.9k 203.18
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $586k 24k 24.24
Honeywell International (HON) 0.1 $580k 2.6k 226.03
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $578k 7.3k 79.56
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $577k 6.5k 88.71
Wheaton Precious Metals Corp (WPM) 0.1 $576k 4.4k 131.01
Altria (MO) 0.1 $575k 8.7k 65.99
Ishares Tr Core 40/60 Moder (AOM) 0.1 $572k 12k 47.37
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $570k 3.5k 161.75
Ishares Tr Ibonds 2026 Term (IBHF) 0.1 $567k 25k 22.95
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $565k 1.7k 338.04
Wells Fargo & Company (WFC) 0.1 $565k 7.1k 79.61
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $564k 11k 49.81
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.1 $560k 14k 39.43
Ishares Tr Ibonds Dec 2031 (IBDW) 0.1 $555k 27k 20.93
Starbucks Corporation (SBUX) 0.1 $549k 6.1k 89.59
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $530k 2.5k 213.67
Verizon Communications (VZ) 0.1 $527k 11k 50.20
Micron Technology (MU) 0.1 $519k 1.5k 337.76
Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 0.1 $517k 16k 32.46
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.1 $516k 9.6k 53.77
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $510k 15k 33.47
Pacer Fds Tr Us Lrg Cp Cash (COWG) 0.1 $500k 15k 33.74
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $490k 4.6k 106.50
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.1 $487k 26k 19.00
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $484k 9.8k 49.37
Amgen (AMGN) 0.1 $483k 1.4k 351.85
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ) 0.1 $478k 16k 29.42
Northrop Grumman Corporation (NOC) 0.1 $471k 690.00 682.24
Nextera Energy (NEE) 0.1 $471k 5.1k 92.88
Fidelity Greenwood Street Tr Yield Enhanced E (FYEE) 0.1 $471k 17k 27.13
Ecolab (ECL) 0.1 $468k 1.8k 266.02
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.1 $467k 23k 19.96
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $454k 1.4k 313.81
Goldman Sachs (GS) 0.1 $452k 534.00 845.99
Ishares Tr National Mun Etf (MUB) 0.1 $444k 4.2k 106.15
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 0.1 $438k 8.3k 52.49
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $433k 3.0k 146.63
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $432k 7.6k 56.79
Air Products & Chemicals (APD) 0.1 $423k 1.5k 290.49
Ishares Tr Ibonds Dec 2031 (IBTL) 0.1 $417k 20k 20.40
Allstate Corporation (ALL) 0.1 $415k 2.0k 207.34
Innovator Etfs Trust Us Eqty Buf Oct (BOCT) 0.1 $415k 8.6k 47.99
Visa Com Cl A (V) 0.1 $410k 1.4k 302.24
Target Corporation (TGT) 0.1 $406k 3.3k 121.22
Gilead Sciences (GILD) 0.1 $402k 2.9k 139.37
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $384k 17k 23.26
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $379k 17k 21.84
Palantir Technologies Cl A (PLTR) 0.1 $378k 2.6k 146.28
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.1 $374k 5.2k 71.41
Ishares U S Etf Tr Short Duration B (NEAR) 0.1 $370k 7.3k 50.84
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) 0.1 $368k 7.3k 50.33
UnitedHealth (UNH) 0.1 $365k 1.3k 270.60
Advanced Micro Devices (AMD) 0.1 $364k 1.8k 203.43
Metropcs Communications (TMUS) 0.1 $363k 1.7k 210.07
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.1 $355k 8.0k 44.62
Marathon Petroleum Corp (MPC) 0.1 $355k 1.5k 244.18
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.1 $353k 6.8k 51.78
J P Morgan Exchange Traded F Short Dura Core (JSCP) 0.1 $351k 7.4k 47.30
Casey's General Stores (CASY) 0.1 $348k 478.00 727.86
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $346k 3.8k 91.36
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $344k 15k 22.28
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $341k 19k 17.75
Southern Company (SO) 0.1 $337k 3.5k 96.52
Mondelez Intl Cl A (MDLZ) 0.1 $337k 5.8k 57.64
Trane Technologies SHS (TT) 0.1 $336k 806.00 416.74
Uber Technologies (UBER) 0.1 $335k 4.7k 71.93
Spdr Series Trust State Street Spd (SJNK) 0.1 $328k 13k 24.98
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $328k 2.9k 113.09
Royal Gold (RGLD) 0.1 $327k 1.3k 254.49
J P Morgan Exchange Traded F Income Etf (JPIE) 0.1 $323k 7.0k 46.07
Innovator Etfs Trust Equity Defined P (ZAUG) 0.1 $321k 12k 26.63
Medtronic SHS (MDT) 0.1 $317k 3.7k 86.65
TJX Companies (TJX) 0.0 $315k 2.0k 159.70
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.0 $310k 7.7k 40.10
Eli Lilly & Co. (LLY) 0.0 $304k 331.00 918.64
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $304k 4.3k 71.13
Williams Companies (WMB) 0.0 $303k 4.2k 72.78
FTI Consulting (FCN) 0.0 $300k 1.7k 176.77
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $293k 6.9k 42.56
Innovator Etfs Trust International Dv (IOCT) 0.0 $290k 8.3k 35.05
Vaneck Fds Emerging Markets (EMBX) 0.0 $290k 5.8k 50.11
Innovator Etfs Trust Equity Defin 1yr (ZOCT) 0.0 $282k 11k 26.75
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY) 0.0 $279k 5.4k 51.50
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $279k 5.8k 48.05
Spdr Series Trust State Street Spd (SDY) 0.0 $279k 1.9k 145.94
O'reilly Automotive (ORLY) 0.0 $275k 3.0k 92.31
Innovator Etfs Trust Intrnl Dev July (IJUL) 0.0 $274k 8.1k 33.75
Union Pacific Corporation (UNP) 0.0 $274k 1.1k 242.72
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $269k 2.5k 108.97
Ameriprise Financial (AMP) 0.0 $266k 599.00 444.40
Vaneck Etf Trust Clo Etf (CLOI) 0.0 $263k 5.0k 52.70
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $261k 5.1k 50.95
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $260k 5.2k 49.89
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.0 $254k 2.4k 107.62
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.0 $252k 12k 20.42
Ge Aerospace Com New (GE) 0.0 $250k 881.00 283.77
Boeing Company (BA) 0.0 $250k 1.3k 199.03
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $250k 1.9k 128.12
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $248k 3.2k 77.18
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.0 $248k 6.1k 40.86
Innovator Etfs Trust Growth 100 Power (NSEP) 0.0 $247k 8.6k 28.74
Intel Corporation (INTC) 0.0 $242k 5.5k 44.13
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.0 $241k 3.7k 64.97
Ishares Msci Emerg Mrkt (EEMV) 0.0 $236k 3.6k 64.73
Illinois Tool Works (ITW) 0.0 $234k 900.00 260.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $233k 487.00 479.20
Ishares Tr Trust Ishare 0-1 (SHV) 0.0 $233k 2.1k 110.39
Raytheon Technologies Corp (RTX) 0.0 $232k 1.2k 192.90
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.0 $231k 8.2k 28.00
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.0 $229k 3.2k 71.23
Royal Caribbean Cruises (RCL) 0.0 $229k 832.00 275.18
Ishares Tr Ibonds Dec 26 (IBMO) 0.0 $229k 8.9k 25.63
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $228k 7.5k 30.32
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.0 $227k 4.7k 48.08
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $224k 933.00 239.96
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.0 $224k 5.1k 43.59
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $223k 1.1k 205.80
FedEx Corporation (FDX) 0.0 $223k 625.00 356.18
Waste Management (WM) 0.0 $221k 962.00 229.79
Abbott Laboratories (ABT) 0.0 $217k 2.1k 102.67
Sprott Com New (SII) 0.0 $215k 1.5k 142.90
Pepsi (PEP) 0.0 $215k 1.4k 155.34
Ishares Tr Ibonds Dec 2030 (IBDV) 0.0 $215k 9.8k 21.89
Select Sector Spdr Tr State Street Con (XLP) 0.0 $212k 2.6k 81.98
Innovator Etfs Trust Intl Dvlpd 10 Bu (IBUF) 0.0 $211k 7.1k 29.52
Texas Instruments Incorporated (TXN) 0.0 $209k 1.1k 194.12
Hewlett Packard Enterprise (HPE) 0.0 $207k 8.7k 23.81
Cardinal Health (CAH) 0.0 $205k 970.00 211.31
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $202k 2.0k 100.66
Kenvue (KVUE) 0.0 $179k 10k 17.24