Triad Wealth Partners

Triad Wealth Partners as of June 30, 2026

Portfolio Holdings for Triad Wealth Partners

Triad Wealth Partners holds 553 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 8.2 $139M 200k 696.40
Ishares Tr Core 1 5 Yr Usd (ISTB) 7.4 $125M 2.6M 47.91
Ishares Tr S&p 500 Grwt Etf (IVW) 5.7 $97M 698k 138.24
Ishares Tr S&p 500 Val Etf (IVE) 4.3 $73M 315k 233.09
Blackrock Etf Trust Isha In Ctry Etf (CORO) 4.0 $68M 1.9M 35.88
Blackrock Etf Trust Ishares Us Equit (DYNF) 3.2 $55M 799k 68.35
NVIDIA Corporation (NVDA) 2.4 $41M 200k 206.64
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) 2.0 $33M 896k 37.02
Apple (AAPL) 1.8 $31M 101k 303.42
Spdr Series Trust St Sho Treas Etf (SPTS) 1.7 $29M 1.0M 28.88
Blackrock Etf Trust Isha I In Te Etf (BAI) 1.6 $27M 626k 42.77
First Tr Exchange-traded Vest Laddered (ACYN) 1.5 $25M 1.2M 20.57
Global X Fds Defense Tech Etf (SHLD) 1.4 $23M 358k 64.37
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.4 $23M 499k 46.02
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.3 $22M 149k 145.35
Ishares Tr National Mun Etf (MUB) 1.1 $19M 183k 105.45
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $19M 271k 71.04
Blackrock Etf Trust Isha Us Them Etf (THRO) 1.1 $19M 439k 43.22
Microsoft Corporation (MSFT) 1.1 $19M 39k 487.66
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $17M 191k 90.23
Amazon (AMZN) 1.0 $17M 60k 284.02
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.0 $17M 348k 47.84
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.8 $14M 313k 45.11
Alphabet Cap Stk Cl A (GOOGL) 0.8 $14M 37k 373.51
First Tr Exchange-traded Vest Lad Aut Etf 0.8 $14M 676k 20.39
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $13M 452k 27.56
Ishares Tr Core S&p500 Etf (IVV) 0.7 $12M 16k 761.31
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.6 $11M 236k 46.08
Broadcom (AVGO) 0.6 $10M 26k 392.24
Alphabet Cap Stk Cl C Put Option (GOOG) 0.6 $10M 27k 372.47
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $9.8M 13k 757.66
Vanguard Index Fds Growth Etf (VUG) 0.6 $9.8M 112k 87.08
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 0.6 $9.4M 182k 51.85
Innovator Etfs Trust Equity Mngd 100 (BFRZ) 0.6 $9.4M 346k 27.07
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.5 $8.0M 231k 34.54
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.4 $7.6M 178k 42.62
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $7.4M 103k 72.15
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.4 $7.4M 150k 49.30
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.4 $7.4M 104k 71.03
Ishares Gold Tr Ishares New (IAU) 0.4 $7.2M 95k 76.19
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.4 $7.2M 144k 50.10
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.4 $7.2M 153k 46.94
Innovator Etfs Trust Innovator Us Eq (EALT) 0.4 $7.0M 193k 36.25
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $7.0M 72k 97.26
Tesla Motors (TSLA) 0.4 $6.9M 21k 322.09
Dimensional Etf Trust Intl Core Equity (DFIC) 0.4 $6.5M 171k 38.25
JPMorgan Chase & Co. (JPM) 0.4 $6.5M 19k 352.65
Exxon Mobil Corporation (XOM) 0.4 $6.4M 42k 155.06
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $6.4M 9.1k 700.05
Listed Fds Tr Rela St Mana Etf (RSMV) 0.4 $6.3M 221k 28.53
Meta Platforms Cl A (META) 0.4 $6.3M 11k 590.22
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.4 $6.0M 73k 82.68
Eli Lilly & Co. (LLY) 0.3 $5.8M 5.2k 1121.43
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $5.8M 55k 105.97
Spdr Series Trust St Str P500etf (SPYM) 0.3 $5.7M 64k 89.19
J P Morgan Exchange Traded F Active Growth (JGRO) 0.3 $5.5M 59k 93.36
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.3 $5.4M 66k 81.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $5.3M 10k 513.14
Chevron Corporation (CVX) 0.3 $5.3M 27k 193.18
Valero Energy Corporation (VLO) 0.3 $5.3M 17k 307.55
Ishares Tr High Yld Systm B (HYDB) 0.3 $5.2M 113k 46.25
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 0.3 $5.2M 38k 136.56
Nextera Energy (NEE) 0.3 $5.0M 58k 86.55
Ishares Tr Systematic Bd Et (SYSB) 0.3 $4.9M 57k 86.96
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.3 $4.7M 67k 69.93
Abbvie (ABBV) 0.3 $4.6M 19k 245.10
Innovator Etfs Trust Equit Defin Jul (JAJL) 0.3 $4.3M 144k 30.10
Wal-Mart Stores (WMT) 0.3 $4.3M 39k 110.71
First Tr Exchange-traded Dj Glbl Divid (FGD) 0.2 $4.2M 122k 34.54
First Tr Exchng Traded Fd Vi Ft Ener Inco Etf (EIPI) 0.2 $4.2M 187k 22.31
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.2 $4.1M 34k 120.25
Costco Wholesale Corporation (COST) 0.2 $4.1M 4.2k 954.04
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.2 $4.0M 34k 117.70
Ea Series Trust Burney Us Fctr (BRNY) 0.2 $3.8M 65k 58.09
Innovator Etfs Trust Equi Defi 1 Nove (ZNOV) 0.2 $3.7M 135k 27.67
Blackrock Etf Trust Ishares Us Larg (BALI) 0.2 $3.7M 108k 34.33
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $3.6M 61k 59.74
First Tr Exchange-traded Vest Autocallabl 0.2 $3.6M 179k 20.22
Invesco Actively Managed Exc Qqq Inc Adv Etf (QQA) 0.2 $3.5M 63k 55.26
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 0.2 $3.4M 66k 51.79
J P Morgan Exchange Traded F Income Etf (JPIE) 0.2 $3.4M 74k 45.69
Ishares Tr Long Term Muni (LMUB) 0.2 $3.4M 68k 49.49
Ishares Core Msci Emkt (IEMG) 0.2 $3.3M 43k 78.11
First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.2 $3.3M 18k 182.02
First Tr Exchange-traded Ft Vest Tec (TDVI) 0.2 $3.3M 106k 30.73
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $3.2M 132k 24.03
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $3.0M 55k 54.10
Johnson & Johnson (JNJ) 0.2 $2.9M 12k 254.41
Advanced Micro Devices (AMD) 0.2 $2.9M 6.1k 484.60
Fidelity Covington Trust Fun Lar Cor Etf (FFLC) 0.2 $2.9M 48k 59.83
Kla Corp Com New (KLAC) 0.2 $2.8M 15k 182.75
Micron Technology (MU) 0.2 $2.8M 3.3k 829.60
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $2.7M 28k 97.78
Applied Materials (AMAT) 0.2 $2.7M 5.2k 518.24
First Tr Exchange-traded Structured Cr In (SCIO) 0.2 $2.7M 130k 20.53
Ishares Tr Eafe Value Etf (EFV) 0.2 $2.7M 33k 81.09
Visa Com Cl A (V) 0.2 $2.6M 7.1k 365.65
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $2.6M 68k 38.11
J P Morgan Exchange Traded F Global Sel Equit (JGLO) 0.1 $2.4M 34k 73.10
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $2.4M 26k 92.82
Ishares Tr Core Msci Total (IXUS) 0.1 $2.4M 26k 94.98
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD) 0.1 $2.4M 80k 30.06
Morgan Stanley Com New (MS) 0.1 $2.3M 11k 211.24
Flexshares Tr Cr Scd Us Bd (SKOR) 0.1 $2.3M 48k 47.89
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.1 $2.3M 57k 40.14
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $2.2M 10k 221.74
J P Morgan Exchange Traded F Betabuilders Us (BBAG) 0.1 $2.2M 50k 45.09
Blackrock Etf Trust Ii Isha Secu In Etf (SECU) 0.1 $2.2M 45k 49.50
Spdr Series Trust ST STR P500GRW (SPYG) 0.1 $2.2M 19k 119.66
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.1 $2.2M 49k 44.35
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.1 $2.1M 19k 114.53
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.1 $2.1M 42k 50.34
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $2.1M 93k 22.41
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR) 0.1 $2.1M 25k 83.68
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $2.1M 46k 45.36
Dimensional Etf Trust Us High Prof Etf (DUHP) 0.1 $2.1M 50k 41.60
Crowdstrike Hldgs Cl A (CRWD) 0.1 $2.1M 10k 202.54
Mastercard Incorporated Cl A (MA) 0.1 $2.0M 3.5k 570.96
UnitedHealth (UNH) 0.1 $2.0M 4.8k 415.33
Cisco Systems (CSCO) 0.1 $2.0M 17k 115.86
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $2.0M 38k 51.64
Ishares Tr Core Msci Eafe (IEFA) 0.1 $2.0M 20k 98.67
Home Depot (HD) 0.1 $1.9M 5.6k 340.00
Legg Mason Etf Invt Franklin Us Low (LVHD) 0.1 $1.9M 42k 44.86
Ishares Tr S&p 100 Etf (OEF) 0.1 $1.9M 5.0k 374.80
Caterpillar (CAT) 0.1 $1.8M 2.2k 829.95
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $1.8M 50k 36.72
Janus Detroit Str Tr Hend Eq High Etf 0.1 $1.8M 71k 25.40
Vanguard World Inf Tech Etf (VGT) 0.1 $1.8M 16k 115.14
Janus Detroit Str Tr Hend Eq Li Mode 0.1 $1.8M 71k 25.36
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $1.8M 4.4k 406.12
Procter & Gamble Company (PG) 0.1 $1.8M 12k 144.97
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.8M 4.7k 371.71
Bank of America Corporation (BAC) 0.1 $1.8M 28k 62.48
Innovator Etfs Trust Intrnl Dev July (IJUL) 0.1 $1.7M 47k 36.53
Dimensional Etf Trust Global Cr Etf (DGCB) 0.1 $1.7M 32k 53.37
Coca-Cola Company (KO) 0.1 $1.7M 19k 86.86
Eaton Corp SHS (ETN) 0.1 $1.7M 3.8k 438.23
Innovator Etfs Trust Intrnl Dev Jan (IJAN) 0.1 $1.7M 43k 38.61
Advisorshares Tr Star Glob Buyw (VEGA) 0.1 $1.7M 32k 52.51
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU) 0.1 $1.6M 34k 48.37
Innovator Etfs Trust Intrnl Dev Aprl (IAPR) 0.1 $1.6M 49k 33.68
Innovator Etfs Trust International Dv (IOCT) 0.1 $1.6M 43k 37.58
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) 0.1 $1.6M 46k 35.45
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 0.1 $1.6M 35k 45.79
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) 0.1 $1.6M 39k 41.04
Philip Morris International (PM) 0.1 $1.6M 8.5k 187.41
Merck & Co (MRK) 0.1 $1.6M 12k 127.77
Innovator Etfs Trust Us Eqty Ultra B (UOCT) 0.1 $1.6M 38k 41.64
Ge Aerospace Com New (GE) 0.1 $1.6M 4.2k 368.96
Ishares Tr Core High Dv Etf (HDV) 0.1 $1.5M 54k 28.64
Innovator Etfs Trust Us Equity Accele (XDSQ) 0.1 $1.5M 34k 43.78
Ishares Tr Broad Usd High (USHY) 0.1 $1.5M 40k 36.68
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 0.1 $1.4M 30k 47.34
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $1.4M 2.8k 507.68
Goldman Sachs (GS) 0.1 $1.4M 1.4k 1026.71
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.1 $1.4M 55k 25.38
Dell Technologies CL C (DELL) 0.1 $1.4M 3.3k 429.00
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM) 0.1 $1.4M 40k 34.33
Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 0.1 $1.4M 38k 35.95
Qualcomm (QCOM) 0.1 $1.3M 8.9k 151.57
Ishares Euro High Yield (EUHY) 0.1 $1.3M 25k 53.28
McKesson Corporation (MCK) 0.1 $1.3M 1.6k 827.29
Ishares Tr Mbs Etf (MBB) 0.1 $1.3M 14k 92.72
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.1 $1.3M 16k 82.79
Palantir Technologies Cl A (PLTR) 0.1 $1.3M 11k 125.65
Innovator Etfs Trust Emrgng Mkt July (EJUL) 0.1 $1.3M 44k 30.33
Lockheed Martin Corporation (LMT) 0.1 $1.3M 2.3k 586.27
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.3M 17k 76.11
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $1.3M 25k 52.00
Altria (MO) 0.1 $1.3M 19k 68.26
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.3M 5.3k 240.13
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.1 $1.3M 25k 51.14
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $1.3M 12k 103.75
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) 0.1 $1.3M 30k 41.60
Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.2M 3.6k 348.88
Innovator Etfs Trust Equi Defi 1 July (ZJUL) 0.1 $1.2M 41k 30.12
Amphenol Corp Cl A (APH) 0.1 $1.2M 7.4k 163.34
Arista Networks Com Shs (ANET) 0.1 $1.2M 6.6k 184.88
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.2M 7.4k 162.80
Intel Corporation (INTC) 0.1 $1.2M 13k 91.00
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $1.2M 13k 90.31
Dimensional Etf Trust Core Fixe In Etf (DFCF) 0.1 $1.2M 29k 41.57
Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.2M 4.9k 243.68
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.2M 9.6k 122.07
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $1.1M 26k 44.83
Lam Research Corp Com New (LRCX) 0.1 $1.1M 3.8k 294.60
Innovator Etfs Trust Growt Accel Etf (XDQQ) 0.1 $1.1M 29k 38.91
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.1M 23k 49.52
Union Pacific Corporation (UNP) 0.1 $1.1M 3.8k 291.22
McDonald's Corporation (MCD) 0.1 $1.1M 4.1k 265.24
Texas Instruments Incorporated (TXN) 0.1 $1.1M 4.1k 269.03
Dimensional Etf Trust Glob Co Plus Etf (DFGP) 0.1 $1.1M 21k 53.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.1M 19k 59.06
Netflix (NFLX) 0.1 $1.1M 15k 73.33
Abbott Laboratories (ABT) 0.1 $1.1M 10k 107.12
Vanguard Index Fds Value Etf (VTV) 0.1 $1.1M 4.8k 221.00
Dimensional Etf Trust Intl Cor Fix Etf (DFGX) 0.1 $1.1M 20k 52.39
International Business Machines (IBM) 0.1 $1.1M 4.7k 226.32
First Tr Exchng Traded Fd Vi Ft Ve U.s. Eq Bu (XISE) 0.1 $1.0M 35k 30.34
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.1 $1.0M 21k 50.17
Raytheon Technologies Corp (RTX) 0.1 $1.0M 4.8k 216.66
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $982k 6.6k 147.86
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $973k 48k 20.28
Simon Property (SPG) 0.1 $972k 4.2k 229.18
Chubb (CB) 0.1 $966k 2.8k 348.24
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $965k 2.6k 373.87
Blackrock (BLK) 0.1 $954k 847.00 1126.56
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $954k 7.9k 120.87
Palo Alto Networks (PANW) 0.1 $951k 2.7k 347.13
Oracle Corporation (ORCL) 0.1 $951k 6.7k 141.86
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) 0.1 $936k 44k 21.17
At&t (T) 0.1 $917k 39k 23.59
Wells Fargo & Company (WFC) 0.1 $916k 10k 87.89
Pepsi (PEP) 0.1 $912k 6.5k 139.62
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $904k 8.1k 111.08
Verizon Communications (VZ) 0.1 $903k 19k 47.36
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $890k 11k 79.78
Ge Vernova (GEV) 0.1 $878k 872.00 1006.99
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $846k 20k 42.27
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $845k 5.4k 157.62
Oklo Com Cl A (OKLO) 0.0 $831k 20k 41.22
Deere & Company (DE) 0.0 $830k 1.4k 605.20
Amgen (AMGN) 0.0 $822k 2.2k 378.88
Ishares Tr Core Div Grwth (DGRO) 0.0 $816k 10k 78.28
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.0 $816k 8.7k 93.91
Corning Incorporated (GLW) 0.0 $812k 5.5k 146.63
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $811k 14k 58.34
Air Products & Chemicals (APD) 0.0 $798k 2.7k 292.98
Coinbase Global Com Cl A (COIN) 0.0 $797k 5.4k 146.50
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $795k 23k 34.86
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $793k 2.8k 282.16
AmerisourceBergen (COR) 0.0 $783k 2.5k 308.35
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.0 $782k 27k 29.40
First Tr Exchange-traded Wcm Intl Equity (WCMI) 0.0 $779k 40k 19.32
Linde SHS (LIN) 0.0 $777k 1.6k 480.50
Ishares Tr TRS FLT RT BD (TFLO) 0.0 $777k 15k 50.51
L3harris Technologies (LHX) 0.0 $775k 2.8k 277.90
Ryder System (R) 0.0 $766k 2.9k 262.36
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $764k 9.3k 81.78
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.0 $747k 7.6k 97.93
Spdr Series Trust St Str P500val (SPYV) 0.0 $746k 12k 62.42
Citigroup Com New (C) 0.0 $736k 5.5k 133.57
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 0.0 $730k 13k 54.94
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $727k 13k 57.35
Blackstone Group Inc Com Cl A (BX) 0.0 $714k 5.3k 134.69
ConocoPhillips (COP) 0.0 $713k 6.0k 119.16
Sterling Cap Fds National Muni Bd (SCNM) 0.0 $709k 29k 24.69
Johnson Controls Internation SHS (JCI) 0.0 $705k 4.8k 146.39
Totalenergies Se Act (TTE) 0.0 $697k 8.0k 87.20
Charles Schwab Corporation (SCHW) 0.0 $693k 6.5k 105.88
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $692k 832.00 831.10
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $688k 13k 52.46
Pimco Etf Tr Multisector Bd (PYLD) 0.0 $684k 26k 26.05
Welltower Inc Com reit (WELL) 0.0 $684k 2.9k 233.11
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.0 $671k 13k 52.59
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $668k 407.00 1642.22
Ford Motor Company (F) 0.0 $668k 46k 14.43
Servicenow (NOW) 0.0 $668k 5.8k 114.20
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) 0.0 $660k 15k 43.26
Us Bancorp Com New (USB) 0.0 $659k 10k 63.94
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $652k 6.5k 100.60
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $651k 1.2k 545.46
Dimensional Etf Trust Intl Small Cap V (DISV) 0.0 $651k 15k 42.59
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.0 $650k 3.6k 178.02
Franklin Templeton Etf Tr Us Core Div Tilt (UDIV) 0.0 $648k 11k 60.84
J P Morgan Exchange Traded F Betabuilders Us (BBMC) 0.0 $648k 5.2k 125.60
Dimensional Etf Trust Intl High Profit (DIHP) 0.0 $640k 19k 34.63
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $640k 2.9k 217.14
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $637k 18k 36.16
3M Company (MMM) 0.0 $636k 3.6k 177.21
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $626k 6.5k 96.52
Gilead Sciences (GILD) 0.0 $618k 4.7k 131.16
Monster Beverage Corp (MNST) 0.0 $618k 6.6k 93.55
American Express Company (AXP) 0.0 $612k 1.8k 344.68
Prologis (PLD) 0.0 $612k 4.2k 144.15
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $611k 21k 29.88
TJX Companies (TJX) 0.0 $606k 3.8k 157.51
Lowe's Companies (LOW) 0.0 $603k 2.8k 212.03
Ishares Tr Rus 1000 Etf (IWB) 0.0 $601k 1.5k 414.54
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $595k 18k 33.56
Marvell Technology (MRVL) 0.0 $585k 3.0k 193.78
Vanguard World Mega Cap Val Etf (MGV) 0.0 $582k 3.6k 163.88
Ishares Tr Russell 2000 Etf (IWM) 0.0 $571k 1.9k 296.23
Consolidated Edison (ED) 0.0 $558k 5.2k 107.95
Walt Disney Company (DIS) 0.0 $546k 5.6k 98.14
Royal Caribbean Cruises (RCL) 0.0 $546k 1.7k 324.01
Ssga Active Tr St Str Black Etf (HYBL) 0.0 $540k 19k 27.85
Targa Res Corp (TRGP) 0.0 $539k 2.0k 264.60
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $537k 6.5k 83.11
Vanguard Index Fds Small Cp Etf (VB) 0.0 $537k 1.8k 299.70
Blackrock Etf Trust Isha La Core Etf (BLCR) 0.0 $536k 11k 49.60
Monolithic Power Systems (MPWR) 0.0 $535k 398.00 1344.40
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $530k 2.1k 254.24
CSX Corporation (CSX) 0.0 $527k 11k 49.83
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.0 $525k 13k 40.18
CBOE Holdings (CBOE) 0.0 $524k 1.8k 297.84
Cardinal Health (CAH) 0.0 $522k 2.2k 235.62
Analog Devices (ADI) 0.0 $520k 1.4k 361.98
Boeing Company (BA) 0.0 $519k 2.2k 233.49
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $510k 2.3k 224.45
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $510k 8.2k 61.83
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $508k 7.1k 71.66
Spdr Series Trust St Str Aggre Etf (SPAB) 0.0 $508k 20k 25.07
Snowflake Com Shs (SNOW) 0.0 $507k 1.7k 307.53
Dominion Resources (D) 0.0 $501k 7.3k 68.75
On Assignment (EFOR) 0.0 $495k 17k 29.80
PNC Financial Services (PNC) 0.0 $494k 2.0k 251.71
Intuitive Surgical Com New (ISRG) 0.0 $494k 1.3k 375.40
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.0 $492k 9.2k 53.46
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.0 $487k 8.2k 59.67
Starbucks Corporation (SBUX) 0.0 $486k 4.7k 103.37
Waystar Holding Corp (WAY) 0.0 $485k 21k 22.66
Celestica (CLS) 0.0 $483k 1.4k 341.91
Medtronic SHS (MDT) 0.0 $481k 5.6k 86.68
Bristol Myers Squibb (BMY) 0.0 $479k 7.3k 65.47
Everpure Cl A (P) 0.0 $479k 6.0k 80.14
Southern Company (SO) 0.0 $478k 5.1k 92.95
Public Service Enterprise (PEG) 0.0 $477k 6.2k 76.62
Phillips 66 (PSX) 0.0 $477k 2.3k 206.20
Dimensional Etf Trust Global Real Est (DFGR) 0.0 $477k 16k 29.77
Innovator Etfs Trust Us Eqty Buf Oct (BOCT) 0.0 $476k 8.9k 53.77
Calamos Etf Tr Autoc Incom Etf (CAIE) 0.0 $476k 18k 26.92
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 0.0 $475k 8.8k 53.87
Pfizer (PFE) 0.0 $474k 19k 25.03
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.0 $470k 4.2k 111.27
Neos Etf Trust Nasdaq 100 High (QQQI) 0.0 $462k 8.6k 53.84
Target Corporation (TGT) 0.0 $462k 3.1k 149.35
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.0 $462k 11k 43.53
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $460k 7.2k 64.32
Ishares Tr Global Equity (GLOF) 0.0 $458k 7.7k 59.76
First Tr Exchng Traded Fd Vi Vest Us Equity B (XIJN) 0.0 $457k 15k 30.70
O'reilly Automotive (ORLY) 0.0 $456k 5.1k 89.76
Western Digital (WDC) 0.0 $455k 863.00 527.22
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $455k 1.2k 378.38
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $454k 8.7k 52.42
J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.0 $449k 7.7k 58.41
Duke Energy Corp Com New (DUK) 0.0 $449k 3.6k 124.28
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $447k 8.9k 50.36
Fifth Third Ban (FITB) 0.0 $444k 7.8k 56.90
Capital One Financial (COF) 0.0 $443k 2.0k 217.64
Cummins (CMI) 0.0 $441k 680.00 648.97
Realty Income (O) 0.0 $440k 6.9k 63.48
Cme (CME) 0.0 $439k 1.7k 266.12
Southern Copper Corporation (SCCO) 0.0 $438k 2.4k 185.90
Marathon Petroleum Corp (MPC) 0.0 $438k 1.4k 306.93
Ishares Silver Tr Ishares (SLV) 0.0 $437k 8.3k 52.46
Enbridge (ENB) 0.0 $434k 8.0k 54.10
Aim Etf Products Trust Allia Us Jan Etf (JANW) 0.0 $434k 11k 39.06
Parker-Hannifin Corporation (PH) 0.0 $432k 433.00 997.72
Automatic Data Processing (ADP) 0.0 $428k 1.6k 269.81
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $427k 2.5k 168.79
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $425k 3.6k 119.71
Waste Management (WM) 0.0 $424k 1.9k 226.44
salesforce (CRM) 0.0 $424k 2.3k 185.92
IDEXX Laboratories (IDXX) 0.0 $423k 744.00 567.84
Ishares Tr Intl Div Grwth (IGRO) 0.0 $422k 4.6k 91.70
Thermo Fisher Scientific (TMO) 0.0 $419k 730.00 574.38
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $419k 5.1k 81.77
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $417k 3.7k 113.42
Simplify Exchange Traded Fun Barrier Income (SBAR) 0.0 $417k 16k 25.41
Intuit (INTU) 0.0 $414k 1.3k 318.48
Bank of New York Mellon Corporation (BNY) 0.0 $411k 2.6k 156.21
Api Group Corp Com Stk (APG) 0.0 $411k 10k 39.84
Allstate Corporation (ALL) 0.0 $410k 1.6k 262.70
Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $410k 8.1k 50.39
Listed Fds Tr Yiel You Inc Etf (YFYA) 0.0 $408k 42k 9.75
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.0 $407k 5.3k 77.36
Howmet Aerospace (HWM) 0.0 $406k 1.4k 286.35
Exchange Listed Fds Tr Etc Cabana Targt (TDSC) 0.0 $403k 15k 27.71
Exchange Listed Fds Tr Etc Cabana Targt (CLSM) 0.0 $401k 15k 26.67
Honeywell International (HON) 0.0 $398k 1.6k 246.77
Innovator Etfs Trust Equi Auto In Etf (ACEI) 0.0 $398k 17k 23.13
Leidos Holdings (LDOS) 0.0 $395k 3.3k 118.72
Ishares Ethereum Tr SHS (ETHA) 0.0 $395k 28k 14.11
Ferguson Enterprises Common Stock New (FERG) 0.0 $394k 1.6k 250.10
Select Sector Spdr Tr St Str Util Etf (XLU) 0.0 $394k 8.9k 44.36
J P Morgan Exchange Traded F Betabuilders Us (BBSC) 0.0 $393k 4.3k 90.86
First Tr Exchng Traded Fd Vi Vest Us Equity B (XIMR) 0.0 $393k 13k 31.32
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.0 $393k 8.4k 46.54
PriceSmart (PSMT) 0.0 $391k 2.0k 197.08
Agilent Technologies Inc C ommon (A) 0.0 $389k 2.8k 139.81
CVS Caremark Corporation (CVS) 0.0 $387k 3.7k 105.38
MercadoLibre (MELI) 0.0 $386k 203.00 1900.09
Motorola Solutions Com New (MSI) 0.0 $385k 881.00 437.26
Ishares Tr Msci Euro Fl Etf (EUFN) 0.0 $379k 9.0k 42.10
Evergy (EVRG) 0.0 $378k 4.5k 83.24
Booking Holdings (BKNG) 0.0 $377k 2.0k 192.71
Ishares Msci Emrg Chn (EMXC) 0.0 $374k 4.0k 92.56
Sofi Technologies (SOFI) 0.0 $374k 21k 18.03
Innovator Etfs Trust Equity Jan 20227 (TJAN) 0.0 $371k 13k 28.38
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $370k 3.4k 109.54
Innovator Etfs Trust Inde Aut Inc Etf (ACII) 0.0 $370k 15k 25.34
Honeywell Aerospace (HONA) 0.0 $365k 1.8k 208.27
Autodesk (ADSK) 0.0 $363k 1.5k 234.72
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.0 $362k 9.2k 39.38
Capital Group Growth Etf Shs Creat Unit (CGGR) 0.0 $360k 7.9k 45.77
Materion Corporation (MTRN) 0.0 $352k 1.6k 213.73
Spdr Series Trust St Port High Etf (SPHY) 0.0 $348k 15k 23.20
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $347k 3.8k 91.56
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 0.0 $346k 8.0k 43.53
Marriott Intl Cl A (MAR) 0.0 $346k 998.00 346.99
Kinder Morgan (KMI) 0.0 $346k 11k 31.40
Quanta Services (PWR) 0.0 $345k 507.00 680.30
Uber Technologies (UBER) 0.0 $345k 4.8k 71.62
Dupont De Nemours Common Stock (DD) 0.0 $344k 2.4k 141.28
Colgate-Palmolive Company (CL) 0.0 $343k 3.8k 89.88
Tractor Supply Company (TSCO) 0.0 $341k 11k 32.11
First Tr Exchange-traded Wtr Etf (FIW) 0.0 $338k 3.1k 110.25
General Dynamics Corporation (GD) 0.0 $337k 882.00 382.54
Astrazeneca Ord (AZN) 0.0 $337k 2.1k 157.96
Yum! Brands (YUM) 0.0 $336k 2.3k 148.81
Ishares Tr Glb Infrastr Etf (IGF) 0.0 $336k 5.1k 66.43
Ross Stores (ROST) 0.0 $334k 1.3k 252.89
Hartford Financial Services (HIG) 0.0 $333k 2.3k 142.90
Ishares Tr Msci Usa Value (VLUE) 0.0 $332k 1.7k 192.96
Science App Int'l (SAIC) 0.0 $332k 2.8k 120.12
Innovator Etfs Trust Equi Defi 1 Apri (ZAPR) 0.0 $331k 12k 26.81
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 0.0 $329k 8.0k 40.98
Metropcs Communications (TMUS) 0.0 $329k 1.9k 177.10
Illinois Tool Works (ITW) 0.0 $328k 1.1k 288.58
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $328k 8.1k 40.56
Progressive Corporation (PGR) 0.0 $327k 1.6k 210.42
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $326k 2.0k 166.04
Northern Lts Fd Tr Iv Main Thematc In (TMAT) 0.0 $326k 12k 28.34
Allison Transmission Hldngs I (ALSN) 0.0 $325k 2.8k 116.30
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) 0.0 $325k 4.7k 69.02
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.0 $324k 6.3k 51.13
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $321k 3.3k 97.42
Garmin SHS (GRMN) 0.0 $319k 1.0k 304.79
Accenture Plc Ireland Shs Class A (ACN) 0.0 $312k 1.9k 165.76
Atmos Energy Corporation (ATO) 0.0 $311k 1.8k 172.92
Intapp (INTA) 0.0 $309k 9.2k 33.40
Carlyle Group (CG) 0.0 $307k 6.3k 48.91
Nucor Corporation (NUE) 0.0 $306k 1.2k 261.28
Trane Technologies SHS (TT) 0.0 $306k 663.00 461.23
Watts Water Technologies Cl A (WTS) 0.0 $305k 870.00 350.53
Shell Spon Ads (SHEL) 0.0 $303k 3.3k 91.08
Entergy Corporation (ETR) 0.0 $303k 2.8k 108.04
Chipotle Mexican Grill (CMG) 0.0 $301k 8.0k 37.46
Novartis Sponsored Adr (NVS) 0.0 $300k 1.9k 153.67
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.0 $299k 5.9k 50.51
Sandisk Corp (SNDK) 0.0 $299k 232.00 1288.03
Vertiv Holdings Com Cl A (VRT) 0.0 $299k 1.1k 263.00
Teledyne Technologies Incorporated (TDY) 0.0 $297k 443.00 670.56
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $295k 6.8k 43.67
Hilton Worldwide Holdings (HLT) 0.0 $295k 937.00 314.34
Norfolk Southern (NSC) 0.0 $292k 867.00 336.79
Comcast Corp Cl A (CMCSA) 0.0 $291k 12k 24.56
Newmont Mining Corporation (NEM) 0.0 $290k 3.0k 95.38
Emerson Electric (EMR) 0.0 $290k 1.9k 154.83
United Rentals (URI) 0.0 $289k 259.00 1116.14
Moody's Corporation (MCO) 0.0 $285k 590.00 483.48
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $285k 3.5k 81.12
West Pharmaceutical Services (WST) 0.0 $284k 817.00 347.94
Truist Financial Corp equities (TFC) 0.0 $282k 5.4k 51.92
Fortinet (FTNT) 0.0 $278k 1.7k 163.21
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.0 $277k 4.5k 61.77
Nvent Elec SHS (NVT) 0.0 $277k 1.7k 159.41
Spdr Series Trust St Str Sp Aero (XAR) 0.0 $275k 1.0k 273.64
Travelers Companies (TRV) 0.0 $274k 733.00 373.72
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.0 $273k 6.3k 42.92
Ishares Tr Morningstar Valu (ILCV) 0.0 $271k 2.6k 106.43
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.0 $271k 4.6k 59.13
Prudential Financial (PRU) 0.0 $271k 2.2k 122.98
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $268k 3.3k 82.31
Dimensional Etf Trust Dimensional Us (DXUV) 0.0 $265k 3.8k 69.02
Sempra Energy (SRE) 0.0 $265k 3.0k 87.73
Stryker Corporation (SYK) 0.0 $261k 764.00 341.34
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.0 $259k 12k 21.75
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.0 $259k 2.9k 90.61
Paccar (PCAR) 0.0 $258k 2.0k 132.04
SYSCO Corporation (SYY) 0.0 $257k 3.0k 84.99
Paychex (PAYX) 0.0 $257k 2.2k 117.67
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $254k 4.4k 57.24
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE) 0.0 $254k 8.4k 30.28
Lamar Advertising Cl A (LAMR) 0.0 $252k 1.6k 157.56
Marsh & McLennan Companies (MRSH) 0.0 $251k 1.3k 192.82
UMB Financial Corporation (UMBF) 0.0 $251k 1.7k 147.04
Pimco Etf Tr Mtg Bkd Secs Act (PMBS) 0.0 $250k 5.2k 48.40
Boston Scientific Corporation (BSX) 0.0 $248k 5.1k 48.43
Danaher Corporation (DHR) 0.0 $247k 1.3k 197.52
Expeditors International of Washington (EXPD) 0.0 $247k 1.4k 170.60
Arch Cap Group Ord (ACGL) 0.0 $247k 2.4k 101.12
United Parcel Svcs CL B (UPS) 0.0 $247k 2.3k 106.86
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR) 0.0 $247k 5.9k 42.09
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $245k 2.0k 124.47
S&p Global (SPGI) 0.0 $245k 588.00 416.34
Spdr Series Trust St Nuve High Etf (HYMB) 0.0 $244k 9.9k 24.79
Freeport Mcmoran CL B (FCX) 0.0 $244k 3.8k 63.63
Williams Companies (WMB) 0.0 $243k 3.5k 70.44
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $241k 4.6k 52.18
Fastenal Company (FAST) 0.0 $239k 5.0k 48.11
Equinix (EQIX) 0.0 $236k 229.00 1031.69
Cigna Corp (CI) 0.0 $234k 830.00 282.09
Rbc Cad (RY) 0.0 $234k 1.1k 210.48
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.0 $234k 8.4k 27.79
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $233k 4.7k 49.63
Planet Fitness Master Issuer Cl A (PLNT) 0.0 $232k 4.1k 56.23
Wisdomtree Tr Intl Qulty Div (IQDG) 0.0 $232k 5.3k 44.01
Ametek (AME) 0.0 $231k 946.00 243.80
TransDigm Group Incorporated (TDG) 0.0 $230k 179.00 1285.56
Ishares Tr Tips Bd Etf (TIP) 0.0 $229k 2.1k 106.86
C H Robinson Worldwide In Com New (CHRW) 0.0 $229k 1.6k 147.04
Northern Lts Fd Tr Iv Main Buywrite (BUYW) 0.0 $229k 16k 14.53
J P Morgan Exchange Traded F Activebldrs Emer (JEMA) 0.0 $228k 3.8k 59.67
First Tr Exchange Traded S&p Intl Divid (FID) 0.0 $227k 10k 22.52
First Tr Exch Traded Fd Iii Rivr Frnt Dyn (RFEM) 0.0 $227k 2.4k 93.77
Applovin Corp Com Cl A (APP) 0.0 $225k 554.00 406.16
T. Rowe Price (TROW) 0.0 $225k 2.0k 113.48
Cadence Design Systems (CDNS) 0.0 $225k 668.00 336.15
Arthur J. Gallagher & Co. (AJG) 0.0 $223k 901.00 247.80
Cirrus Logic (CRUS) 0.0 $223k 1.7k 127.33
Northrop Grumman Corporation (NOC) 0.0 $222k 405.00 549.00
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.0 $221k 2.3k 94.85
Adobe Systems Incorporated (ADBE) 0.0 $221k 879.00 251.34
Oneok (OKE) 0.0 $220k 2.5k 88.23
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.0 $220k 2.0k 111.34
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $220k 5.8k 37.85
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.0 $219k 2.9k 75.07
Anglogold Ashanti Com Shs (AU) 0.0 $219k 2.7k 81.62
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) 0.0 $219k 4.9k 44.67
Datadog Cl A Com (DDOG) 0.0 $218k 796.00 273.60
Carnival Corp Common Shares (CCL) 0.0 $216k 7.5k 28.74
AFLAC Incorporated (AFL) 0.0 $215k 1.7k 126.71
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.0 $214k 9.1k 23.62
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.0 $214k 4.3k 49.74
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM) 0.0 $213k 9.7k 22.06
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $213k 6.0k 35.27
American Electric Power Company (AEP) 0.0 $213k 1.7k 128.33
General Motors Company (GM) 0.0 $213k 2.4k 87.68
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) 0.0 $212k 6.9k 30.74
Xcel Energy (XEL) 0.0 $212k 2.7k 77.69
Toronto Dominion Bk Ont Com New (TD) 0.0 $212k 1.7k 121.15
Cloudflare Cl A Com (NET) 0.0 $210k 742.00 282.74
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $209k 692.00 301.92
First Tr Exch Trd Alphdx Japan Alphadex (FJP) 0.0 $209k 2.8k 74.60
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $208k 441.00 470.72
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $208k 2.1k 99.08
Transunion (TRU) 0.0 $203k 2.5k 79.98
Block Cl A (XYZ) 0.0 $203k 2.5k 82.09
Spdr Series Trust St Inter Bd Etf (SPIB) 0.0 $203k 6.1k 33.06
Sherwin-Williams Company (SHW) 0.0 $202k 570.00 354.14
United Sts Oil Units (USO) 0.0 $202k 1.7k 122.14
Ishares Tr Conv Bd Etf (ICVT) 0.0 $201k 1.7k 115.09
Badger Meter (BMI) 0.0 $200k 1.5k 136.95
Bellring Brands Common Stock (BRBR) 0.0 $182k 14k 12.95
Haleon Spon Ads (HLN) 0.0 $171k 17k 9.80
Simply Good Foods (SMPL) 0.0 $131k 12k 11.32
Webull Corp Ord Shs (BULL) 0.0 $114k 16k 7.26
Lucid Group Com New (LCID) 0.0 $108k 14k 7.70
Aurora Innovation Class A Com (AUR) 0.0 $71k 11k 6.79
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $63k 10k 6.26