Tyler-Stone Wealth Management

Tyler-Stone Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Tyler-Stone Wealth Management

Tyler-Stone Wealth Management holds 322 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
NVIDIA Corporation (NVDA) 8.0 $45M 335k 134.29
Apple (AAPL) 5.2 $30M 118k 250.42
Wisdomtree Tr Us Qtly Div Grt (DGRW) 4.1 $23M 283k 80.93
Ishares Tr Core S&p500 Etf (IVV) 3.5 $20M 34k 588.67
Parker-Hannifin Corporation (PH) 3.1 $17M 27k 636.03
Palantir Technologies Cl A (PLTR) 2.5 $14M 187k 75.63
J P Morgan Exchange Traded F Active Value Etf (JAVA) 2.1 $12M 183k 63.30
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.0 $11M 220k 50.37
Alphabet Cap Stk Cl C (GOOG) 1.9 $11M 56k 190.44
Amazon (AMZN) 1.7 $9.5M 43k 219.39
Ishares Tr Msci Usa Min Vol (USMV) 1.7 $9.5M 107k 88.79
Microsoft Corporation (MSFT) 1.7 $9.4M 22k 421.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $9.3M 16k 586.08
Blackstone Group Inc Com Cl A (BX) 1.6 $8.7M 51k 172.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $8.5M 19k 453.28
Exxon Mobil Corporation (XOM) 1.2 $6.7M 62k 107.57
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $6.4M 22k 289.81
Neos Etf Trust Nasdaq 100 High (QQQI) 1.1 $6.4M 122k 52.37
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 1.1 $6.4M 210k 30.47
Visa Com Cl A (V) 1.1 $6.2M 20k 316.03
Alphabet Cap Stk Cl A (GOOGL) 1.1 $6.2M 33k 189.30
Ishares Tr Core S&p Ttl Stk (ITOT) 1.1 $6.0M 47k 128.62
Proshares Tr S&p 500 Dv Arist (NOBL) 1.0 $5.9M 59k 99.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $5.2M 10k 511.24
Philip Morris International (PM) 0.9 $4.9M 41k 120.35
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.9 $4.9M 93k 52.25
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.9 $4.8M 27k 178.08
Altria (MO) 0.7 $4.1M 79k 52.29
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.7 $4.0M 71k 56.38
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $3.9M 76k 51.14
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.7 $3.8M 68k 56.48
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.7 $3.8M 48k 78.46
Tesla Motors (TSLA) 0.7 $3.7M 9.2k 403.84
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.6 $3.6M 59k 62.04
Spdr Gold Tr Gold Shs (GLD) 0.6 $3.6M 15k 242.13
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.6 $3.5M 153k 23.07
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $3.5M 34k 101.53
J P Morgan Exchange Traded F Active Growth (JGRO) 0.6 $3.4M 43k 81.03
Upstart Hldgs (UPST) 0.6 $3.4M 55k 61.57
Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.6 $3.4M 145k 23.20
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.6 $3.2M 126k 25.52
Key (KEY) 0.5 $3.0M 176k 17.14
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.5 $2.8M 122k 23.28
Meta Platforms Cl A (META) 0.5 $2.8M 4.8k 585.51
Kinder Morgan (KMI) 0.5 $2.7M 100k 27.40
JPMorgan Chase & Co. (JPM) 0.5 $2.7M 12k 239.71
Uber Technologies (UBER) 0.4 $2.4M 41k 60.32
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.4 $2.4M 78k 31.43
Bank of America Corporation (BAC) 0.4 $2.4M 55k 43.95
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $2.3M 31k 75.69
Iron Mountain (IRM) 0.4 $2.2M 21k 105.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $2.1M 3.9k 538.75
Fidelity Covington Trust Low Volity Etf (FDLO) 0.4 $2.1M 34k 60.59
Select Sector Spdr Tr Energy (XLE) 0.4 $2.1M 24k 85.66
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.4 $2.0M 41k 50.21
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.4 $2.0M 28k 71.43
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $2.0M 32k 62.31
Aon Shs Cl A (AON) 0.3 $1.9M 5.2k 359.16
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $1.9M 8.9k 210.46
Ishares Tr Expnd Tec Sc Etf (IGM) 0.3 $1.8M 18k 102.09
Eaton Corp SHS (ETN) 0.3 $1.7M 5.2k 331.86
Select Sector Spdr Tr Financial (XLF) 0.3 $1.7M 36k 48.33
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.7M 4.1k 410.40
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $1.7M 12k 137.57
Poet Technologies Com New (POET) 0.3 $1.7M 282k 5.95
Chubb (CB) 0.3 $1.6M 5.9k 276.30
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $1.6M 60k 27.32
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $1.6M 7.9k 206.91
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.6M 13k 127.59
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.3 $1.6M 77k 20.65
McDonald's Corporation (MCD) 0.3 $1.6M 5.4k 289.88
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.3 $1.5M 13k 115.18
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $1.5M 17k 87.90
Advanced Micro Devices (AMD) 0.3 $1.5M 12k 120.79
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.3 $1.5M 39k 37.17
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.3 $1.5M 29k 49.84
Mastercard Incorporated Cl A (MA) 0.3 $1.4M 2.7k 526.53
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $1.4M 41k 33.91
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.2 $1.3M 36k 35.85
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $1.3M 13k 96.90
Progressive Corporation (PGR) 0.2 $1.3M 5.2k 239.59
Nutrien (NTR) 0.2 $1.2M 28k 44.75
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $1.2M 6.2k 197.49
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.2M 11k 115.22
Eli Lilly & Co. (LLY) 0.2 $1.2M 1.6k 771.76
Pfizer (PFE) 0.2 $1.2M 45k 26.53
Costco Wholesale Corporation (COST) 0.2 $1.2M 1.3k 915.91
At&t (T) 0.2 $1.1M 50k 22.77
Proshares Tr S&p Mdcp 400 Div (REGL) 0.2 $1.1M 14k 80.66
Harbor Etf Trust Long Term Grower (WINN) 0.2 $1.1M 41k 27.21
American Intl Group Com New (AIG) 0.2 $1.1M 15k 72.80
Home Depot (HD) 0.2 $1.1M 2.8k 389.01
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $1.1M 16k 70.00
Crowdstrike Hldgs Cl A (CRWD) 0.2 $1.1M 3.1k 342.16
First Tr Nas100 Eq Weighted SHS (QQEW) 0.2 $1.1M 8.5k 124.96
Suncor Energy (SU) 0.2 $1.1M 30k 35.68
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $1.0M 22k 48.16
Kenvue (KVUE) 0.2 $1.0M 49k 21.35
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $1.0M 12k 87.82
First Tr Value Line Divid In SHS (FVD) 0.2 $1.0M 24k 43.64
Sun Life Financial (SLF) 0.2 $1.0M 18k 59.34
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $1.0M 21k 48.67
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.2 $1.0M 47k 22.20
Laredo Petroleum (VTLE) 0.2 $1.0M 33k 30.92
T Rowe Price Etf Small Mid Cap (TMSL) 0.2 $1.0M 32k 32.25
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.2 $1.0M 46k 22.40
Ishares Tr Global Tech Etf (IXN) 0.2 $1.0M 12k 84.75
General Mills (GIS) 0.2 $993k 16k 63.77
NiSource (NI) 0.2 $982k 27k 36.76
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.2 $959k 19k 51.23
Vanguard Index Fds Value Etf (VTV) 0.2 $950k 5.6k 169.31
Johnson & Johnson (JNJ) 0.2 $940k 6.5k 144.63
Wisdomtree Tr Us Smallcap Fund (EES) 0.2 $937k 17k 53.94
Super Micro Computer Com New (SMCI) 0.2 $931k 31k 30.48
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.2 $927k 6.7k 138.26
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.2 $905k 13k 69.65
FirstEnergy (FE) 0.2 $900k 23k 39.78
Snowflake Cl A (SNOW) 0.2 $896k 5.8k 154.41
Vanguard World Energy Etf (VDE) 0.2 $880k 7.3k 121.32
Vanguard World Consum Stp Etf (VDC) 0.2 $877k 4.1k 211.37
International Paper Company (IP) 0.2 $872k 16k 53.82
Goldman Sachs Etf Tr Activebeta Us (GSSC) 0.2 $870k 13k 69.13
Shopify Cl A (SHOP) 0.2 $848k 8.0k 106.33
First Tr Exchange-traded Rba Indl Etf (AIRR) 0.1 $832k 11k 77.04
Mongodb Cl A (MDB) 0.1 $823k 3.5k 232.81
Caterpillar (CAT) 0.1 $821k 2.3k 362.73
Pepsi (PEP) 0.1 $820k 5.4k 152.05
Lam Research Corp Com New (LRCX) 0.1 $816k 11k 72.23
Abbvie (ABBV) 0.1 $811k 4.6k 177.70
Commercial Metals Company (CMC) 0.1 $795k 16k 49.60
Procter & Gamble Company (PG) 0.1 $788k 4.7k 167.66
Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX) 0.1 $781k 16k 49.45
Chevron Corporation (CVX) 0.1 $779k 5.4k 144.85
Select Sector Spdr Tr Indl (XLI) 0.1 $774k 5.9k 131.75
Flowers Foods (FLO) 0.1 $771k 37k 20.66
J P Morgan Exchange Traded F Equity Focus Etf (JPEF) 0.1 $760k 11k 67.11
Ishares Tr Ishares Biotech (IBB) 0.1 $760k 5.7k 132.21
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.1 $753k 13k 59.73
Goldman Sachs (GS) 0.1 $747k 1.3k 572.51
Oracle Corporation (ORCL) 0.1 $746k 4.5k 166.62
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $738k 3.9k 190.88
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $732k 13k 57.53
Broadcom (AVGO) 0.1 $729k 3.1k 231.87
Micron Technology (MU) 0.1 $718k 8.5k 84.16
Omega Healthcare Investors (OHI) 0.1 $715k 19k 37.85
First Tr Exchange Traded Tech Alphadex (FXL) 0.1 $710k 4.8k 148.54
Ishares Silver Tr Ishares (SLV) 0.1 $706k 27k 26.33
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $693k 17k 41.82
UnitedHealth (UNH) 0.1 $691k 1.4k 505.88
Raytheon Technologies Corp (RTX) 0.1 $686k 5.9k 115.72
Ishares Tr Russell 2000 Etf (IWM) 0.1 $683k 3.1k 220.96
Vanguard World Financials Etf (VFH) 0.1 $683k 5.8k 118.07
Ishares Tr Morningstr Us Eq (ILCB) 0.1 $680k 8.4k 81.16
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $679k 19k 35.26
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $676k 13k 50.71
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $672k 34k 19.59
Intuitive Surgical Com New (ISRG) 0.1 $670k 1.3k 521.96
ConocoPhillips (COP) 0.1 $665k 6.7k 99.17
International Business Machines (IBM) 0.1 $662k 3.0k 219.83
Annaly Capital Management In Com New (NLY) 0.1 $654k 36k 18.30
Verizon Communications (VZ) 0.1 $651k 16k 39.99
Automatic Data Processing (ADP) 0.1 $649k 2.2k 292.73
Vanguard World Health Car Etf (VHT) 0.1 $643k 2.5k 253.69
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $641k 11k 58.27
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $634k 11k 59.77
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $630k 2.6k 242.14
The Trade Desk Com Cl A (TTD) 0.1 $630k 5.4k 117.53
Netflix (NFLX) 0.1 $620k 696.00 891.32
Soundhound Ai Class A Com (SOUN) 0.1 $618k 31k 19.84
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.1 $616k 25k 24.24
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $610k 1.5k 401.58
Illinois Tool Works (ITW) 0.1 $599k 2.4k 253.56
Ishares Tr Morningstar Grwt (ILCG) 0.1 $588k 6.6k 89.60
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.1 $584k 35k 16.63
Gilead Sciences (GILD) 0.1 $564k 6.1k 92.37
TJX Companies (TJX) 0.1 $562k 4.6k 120.82
Constellation Energy (CEG) 0.1 $560k 2.5k 223.71
Ishares Tr U.s. Finls Etf (IYF) 0.1 $560k 5.1k 110.57
Ge Vernova (GEV) 0.1 $558k 1.7k 328.93
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $554k 2.8k 198.17
Norfolk Southern (NSC) 0.1 $553k 2.4k 234.72
Viatris (VTRS) 0.1 $553k 44k 12.45
Select Sector Spdr Tr Technology (XLK) 0.1 $546k 2.3k 232.55
Ishares Tr Morningstar Valu (ILCV) 0.1 $542k 6.7k 80.98
Intel Corporation (INTC) 0.1 $537k 27k 20.05
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.1 $536k 65k 8.28
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.1 $536k 7.0k 76.46
Newmont Mining Corporation (NEM) 0.1 $532k 14k 37.22
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $524k 2.2k 235.24
Merck & Co (MRK) 0.1 $522k 5.3k 99.48
Wal-Mart Stores (WMT) 0.1 $519k 5.7k 90.35
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $515k 2.1k 243.17
Deere & Company (DE) 0.1 $512k 1.2k 423.70
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $511k 1.9k 264.15
Qualcomm (QCOM) 0.1 $506k 3.3k 153.62
salesforce (CRM) 0.1 $490k 1.5k 334.27
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $489k 5.1k 96.53
Ardelyx (ARDX) 0.1 $488k 96k 5.07
Chipotle Mexican Grill (CMG) 0.1 $479k 7.9k 60.30
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $471k 8.2k 57.32
Marvell Technology (MRVL) 0.1 $464k 4.2k 110.45
Ark Etf Tr Innovation Etf (ARKK) 0.1 $464k 8.2k 56.77
Etf Ser Solutions Aam S&p 500 (SPDV) 0.1 $462k 14k 32.52
Block Cl A (XYZ) 0.1 $458k 5.4k 84.99
Nextera Energy (NEE) 0.1 $450k 6.3k 71.69
Ishares Gold Tr Ishares New (IAU) 0.1 $446k 9.0k 49.51
CVS Caremark Corporation (CVS) 0.1 $434k 9.7k 44.89
Target Corporation (TGT) 0.1 $431k 3.2k 135.19
Dupont De Nemours (DD) 0.1 $431k 5.7k 76.25
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $427k 22k 19.48
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $420k 13k 31.44
Select Sector Spdr Tr Communication (XLC) 0.1 $409k 4.2k 96.81
Capital Group Core Balanced SHS (CGBL) 0.1 $407k 13k 31.27
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $394k 2.1k 185.13
Draftkings Com Cl A (DKNG) 0.1 $394k 11k 37.20
First Tr Morningstar Divid L SHS (FDL) 0.1 $393k 9.8k 40.26
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $392k 688.00 569.58
Zoetis Cl A (ZTS) 0.1 $392k 2.4k 162.93
Blackstone Mtg Tr Com Cl A (BXMT) 0.1 $391k 22k 17.41
Northrop Grumman Corporation (NOC) 0.1 $377k 803.00 469.29
Wec Energy Group (WEC) 0.1 $375k 4.0k 94.03
Paypal Holdings (PYPL) 0.1 $375k 4.4k 85.35
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $373k 1.9k 195.83
Unilever Spon Adr New (UL) 0.1 $373k 6.6k 56.70
Geo Group Inc/the reit (GEO) 0.1 $373k 13k 27.98
Exelon Corporation (EXC) 0.1 $364k 9.7k 37.64
Lowe's Companies (LOW) 0.1 $360k 1.5k 246.88
Ishares Tr Us Trsprtion (IYT) 0.1 $359k 5.3k 67.57
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.1 $359k 10k 34.97
Hershey Company (HSY) 0.1 $358k 2.1k 169.38
Walt Disney Company (DIS) 0.1 $357k 3.2k 111.35
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.1 $355k 3.0k 119.52
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $353k 2.0k 175.19
Lpl Financial Holdings (LPLA) 0.1 $352k 1.1k 326.63
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $350k 8.7k 40.41
Vaneck Etf Trust Agribusiness Etf (MOO) 0.1 $346k 5.4k 64.51
Cisco Systems (CSCO) 0.1 $344k 5.8k 59.20
Ishares Tr Core High Dv Etf (HDV) 0.1 $335k 3.0k 112.27
Pulte (PHM) 0.1 $328k 3.0k 108.90
First Tr Exchange-traded Nasdaq Buywrite (FTQI) 0.1 $327k 16k 20.82
First Tr Exchange-traded Buywrit Incm Etf (FTHI) 0.1 $326k 14k 23.27
Ishares Tr Core Div Grwth (DGRO) 0.1 $322k 5.3k 61.34
Lockheed Martin Corporation (LMT) 0.1 $322k 662.00 486.14
Coca-Cola Company (KO) 0.1 $321k 5.1k 62.26
Palo Alto Networks (PANW) 0.1 $317k 1.7k 181.96
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.1 $312k 2.7k 115.11
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.1 $304k 14k 21.68
Enterprise Products Partners (EPD) 0.1 $303k 9.7k 31.36
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $300k 1.8k 164.17
Trust For Professional Man Convergence Lng (CLSE) 0.1 $298k 13k 22.91
Columbia Etf Tr I Resh Enhnc Cor (RECS) 0.1 $297k 8.6k 34.62
Bristol Myers Squibb (BMY) 0.1 $296k 5.2k 56.56
Southern Company (SO) 0.1 $295k 3.6k 82.32
Ares Capital Corporation (ARCC) 0.1 $293k 13k 21.89
Marsh & McLennan Companies (MMC) 0.1 $293k 1.4k 212.41
Amgen (AMGN) 0.1 $291k 1.1k 260.52
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.1 $291k 3.8k 77.25
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $288k 4.9k 59.06
Vodafone Group Sponsored Adr (VOD) 0.1 $288k 34k 8.49
Wells Fargo & Company (WFC) 0.1 $287k 4.1k 70.24
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $284k 12k 22.98
Dbx Etf Tr Xtrackers S&p (SNPE) 0.1 $284k 5.3k 53.27
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.0 $280k 1.5k 188.28
Duke Energy Corp Com New (DUK) 0.0 $279k 2.6k 107.73
Blackrock Res & Commodities SHS (BCX) 0.0 $278k 33k 8.54
Ishares Tr Us Aer Def Etf (ITA) 0.0 $278k 1.9k 145.34
Prologis (PLD) 0.0 $276k 2.6k 105.70
Boeing Company (BA) 0.0 $276k 1.6k 176.94
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $275k 3.1k 89.07
Ford Motor Company (F) 0.0 $275k 28k 9.90
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.0 $270k 5.3k 51.01
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.0 $269k 3.5k 76.15
Ishares Tr U.s. Energy Etf (IYE) 0.0 $266k 5.8k 45.57
Ge Aerospace Com New (GE) 0.0 $263k 1.6k 166.74
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $262k 5.1k 51.51
Wisdomtree Tr India Erngs Fd (EPI) 0.0 $260k 5.8k 45.27
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.0 $254k 4.3k 59.14
Honeywell International (HON) 0.0 $253k 1.1k 225.92
Dropbox Cl A (DBX) 0.0 $252k 8.4k 30.04
First Tr Exchange-traded Wtr Etf (FIW) 0.0 $252k 2.5k 102.06
Yum! Brands (YUM) 0.0 $249k 1.9k 134.16
General American Investors (GAM) 0.0 $249k 4.9k 51.01
Ark Etf Tr Fintech Innova (ARKF) 0.0 $246k 6.7k 37.05
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $246k 5.1k 48.31
Ishares Tr Global Mater Etf (MXI) 0.0 $244k 3.1k 77.71
Comcast Corp Cl A (CMCSA) 0.0 $242k 6.4k 37.53
Ishares Tr Tips Bd Etf (TIP) 0.0 $242k 2.3k 106.53
Wheaton Precious Metals Corp (WPM) 0.0 $240k 4.3k 56.24
Sherwin-Williams Company (SHW) 0.0 $239k 704.00 340.08
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $239k 2.4k 100.36
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $236k 3.1k 76.06
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $233k 2.8k 84.15
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) 0.0 $231k 4.6k 50.21
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $227k 2.0k 114.74
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $225k 4.7k 47.82
American Express Company (AXP) 0.0 $224k 756.00 296.79
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $220k 2.6k 84.79
Vaneck Etf Trust Biotech Etf (BBH) 0.0 $220k 1.4k 156.96
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.0 $219k 9.1k 23.93
Capital Group International SHS (CGIE) 0.0 $219k 8.0k 27.51
Global X Fds S&p 500 Catholic (CATH) 0.0 $218k 3.1k 70.85
First Tr Exchange-traded No Amer Energy (EMLP) 0.0 $217k 6.1k 35.65
Axon Enterprise (AXON) 0.0 $214k 360.00 594.32
Te Connectivity Ord Shs (TEL) 0.0 $213k 1.5k 142.97
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $212k 2.9k 74.02
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $210k 4.2k 50.07
Airbnb Com Cl A (ABNB) 0.0 $209k 1.6k 131.41
Coinbase Global Com Cl A (COIN) 0.0 $206k 830.00 248.31
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $206k 2.3k 88.39
Hartford Financial Services (HIG) 0.0 $206k 1.9k 109.40
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.0 $203k 9.5k 21.26
Ishares Tr U.s. Tech Etf (IYW) 0.0 $202k 1.3k 159.52
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.0 $202k 11k 18.34
Abbott Laboratories (ABT) 0.0 $201k 1.8k 113.11
Kohl's Corporation (KSS) 0.0 $195k 14k 14.04
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $184k 16k 11.53
Peloton Interactive Cl A Com (PTON) 0.0 $140k 16k 8.70
Graftech International (EAF) 0.0 $132k 76k 1.73
BlackRock Corporate High Yield Fund VI (HYT) 0.0 $105k 11k 9.81
Anixa Biosciences (ANIX) 0.0 $98k 42k 2.32
Zomedica Corp (ZOMDF) 0.0 $9.6k 80k 0.12
Safety Shot Com New (SHOT) 0.0 $7.3k 10k 0.72