United Advisor Group

United Advisor Group as of March 31, 2026

Portfolio Holdings for United Advisor Group

United Advisor Group holds 500 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
NVIDIA Corporation (NVDA) 3.1 $25M 145k 174.40
Apple (AAPL) 2.7 $22M 88k 253.79
Ea Series Trust Strive 500 Etf (STRV) 2.0 $16M 380k 41.97
Amazon Call Option (AMZN) 2.0 $16M 76k 208.27
Etf Ser Solutions Aptus Collrd Inv (ACIO) 1.9 $15M 365k 41.96
Microsoft Corporation Call Option (MSFT) 1.8 $15M 40k 370.17
Palantir Technologies Cl A (PLTR) 1.8 $14M 99k 146.28
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.5 $12M 140k 87.84
First Tr Exchange Traded Risng Divd Achiv (RDVY) 1.5 $12M 174k 68.28
Wisdomtree Tr Us Largecap Divd (DLN) 1.3 $11M 122k 89.33
Alphabet Cap Stk Cl A (GOOGL) 1.3 $11M 37k 287.56
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.3 $11M 409k 25.64
Etf Ser Solutions Opus Sml Cp Vl (OSCV) 1.3 $10M 262k 39.44
Spdr Series Trust State Street Spd (SPYG) 1.1 $9.0M 92k 97.91
T Rowe Price Etf Price Div Grwt (TDVG) 1.1 $8.9M 200k 44.63
Etf Ser Solutions Aptus Defined (DRSK) 1.0 $8.1M 295k 27.33
Etf Ser Solutions Mcelhenny Shefld (MSMR) 0.9 $7.5M 219k 34.49
Wisdomtree Tr Us Midcap Divid (DON) 0.9 $7.4M 142k 52.54
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.9 $7.4M 190k 38.96
United Parcel Svcs CL B (UPS) 0.9 $7.1M 72k 98.38
Tesla Motors (TSLA) 0.9 $6.9M 19k 371.75
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $6.9M 236k 29.13
Exxon Mobil Corporation (XOM) 0.8 $6.9M 40k 169.66
Vanguard Index Fds Value Etf (VTV) 0.8 $6.8M 35k 196.20
JPMorgan Chase & Co. (JPM) 0.8 $6.8M 23k 294.16
Meta Platforms Cl A (META) 0.8 $6.7M 12k 572.11
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.8 $6.6M 125k 52.96
Cambria Etf Tr Cambria Fgn Shr (FYLD) 0.8 $6.5M 174k 37.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $6.4M 100k 64.08
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $6.3M 11k 597.58
Managed Portfolio Series Kensington Hedge (KHPI) 0.7 $5.7M 234k 24.24
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.7 $5.5M 73k 75.41
Spdr Series Trust State Street Spd (SPYV) 0.6 $5.2M 92k 56.58
Ea Series Trust Freedom 100 Em (FRDM) 0.6 $5.2M 95k 54.65
Ishares Core Msci Emkt (IEMG) 0.6 $5.1M 73k 69.75
Wal-Mart Stores (WMT) 0.6 $4.9M 40k 124.29
Vanguard Index Fds Growth Etf (VUG) 0.6 $4.8M 11k 436.79
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.6 $4.8M 164k 29.49
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.6 $4.7M 20k 237.62
Cambria Etf Tr Emrg Sharehldr (EYLD) 0.6 $4.6M 111k 41.41
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $4.6M 46k 99.27
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.6 $4.5M 135k 33.74
Cohen & Steers Etf Trust Real Estate Acti (CSRE) 0.6 $4.5M 173k 26.28
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.6 $4.5M 96k 47.08
Duff & Phelps Global (DPG) 0.6 $4.5M 310k 14.44
Ares Dynamic Cr Allocation (ARDC) 0.5 $4.4M 359k 12.16
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $4.1M 33k 124.31
Iren Ordinary Shares Call Option (IREN) 0.5 $4.1M 120k 34.28
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $4.1M 131k 30.96
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.5 $4.0M 48k 84.66
Advanced Micro Devices (AMD) 0.5 $4.0M 20k 203.43
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $3.9M 135k 29.08
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $3.9M 53k 73.64
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $3.8M 75k 50.61
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $3.7M 121k 30.68
Procter & Gamble Company (PG) 0.4 $3.6M 25k 144.44
Verizon Communications (VZ) 0.4 $3.4M 68k 50.20
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.4 $3.4M 191k 17.75
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $3.4M 59k 56.68
Etf Ser Solutions Aptus Enhanced (JUCY) 0.4 $3.3M 151k 22.15
Proshares Tr S&p Mdcp 400 Div (REGL) 0.4 $3.3M 38k 86.41
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.4 $3.3M 54k 60.10
Oaktree Specialty Lending Corp (OCSL) 0.4 $3.2M 286k 11.30
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.4 $3.2M 81k 39.43
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $3.1M 36k 88.46
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.4 $3.1M 69k 44.85
Golub Capital BDC (GBDC) 0.4 $3.1M 242k 12.66
Midcap Financial Invstmnt Com New (MFIC) 0.4 $3.0M 270k 11.24
Starwood Property Trust (STWD) 0.4 $3.0M 174k 17.22
Ishares Tr Core S&p500 Etf (IVV) 0.4 $2.9M 4.5k 653.17
Fs Kkr Capital Corp (FSK) 0.4 $2.9M 287k 10.18
Blackrock Etf Trust Ishares Us Larg (BALI) 0.4 $2.9M 95k 30.81
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.4 $2.9M 50k 58.18
T Rowe Price Etf Cap Appreciation (TCAF) 0.3 $2.7M 77k 35.59
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $2.7M 56k 48.05
Wisdomtree Tr Wisdomtree Us Va (WTV) 0.3 $2.7M 28k 94.73
Costco Wholesale Corporation (COST) 0.3 $2.7M 2.7k 996.43
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.3 $2.6M 100k 26.26
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $2.6M 53k 49.89
Enterprise Products Partners (EPD) 0.3 $2.6M 70k 37.84
Chevron Corporation (CVX) 0.3 $2.6M 12k 206.90
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.3 $2.6M 31k 83.43
Shopify Cl A Sub Vtg Shs (SHOP) 0.3 $2.5M 22k 118.62
Pfizer (PFE) 0.3 $2.5M 90k 28.08
Philip Morris International (PM) 0.3 $2.5M 15k 165.34
Visa Com Cl A (V) 0.3 $2.5M 8.3k 302.24
Blackrock Etf Trust Ishares A I Inno (BAI) 0.3 $2.5M 76k 32.95
Ssga Active Etf Tr State Street Mul (RLY) 0.3 $2.5M 69k 36.15
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $2.5M 3.8k 650.57
Select Sector Spdr Tr State Street Tec (XLK) 0.3 $2.5M 19k 132.90
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $2.4M 25k 95.44
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.4M 4.1k 577.11
Ishares Tr Core Msci Eafe (IEFA) 0.3 $2.4M 26k 90.53
Altria (MO) 0.3 $2.3M 35k 65.99
Ishares Tr Core Msci Intl (IDEV) 0.3 $2.3M 28k 83.57
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $2.3M 11k 211.16
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $2.3M 20k 113.11
Proshares Tr Russ 2000 Divd (SMDV) 0.3 $2.2M 32k 68.79
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.2M 7.6k 286.88
Asml Hldg Nv N Y Registry Shs (ASML) 0.3 $2.2M 1.6k 1320.83
Johnson & Johnson (JNJ) 0.3 $2.2M 8.8k 244.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $2.1M 40k 54.05
Nebius Group Shs Class A Call Option (NBIS) 0.3 $2.1M 20k 103.76
Ishares Tr Russell 2000 Etf (IWM) 0.3 $2.1M 8.4k 248.00
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.3 $2.0M 41k 49.99
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $2.0M 6.3k 320.78
Ares Capital Corporation (ARCC) 0.2 $2.0M 112k 18.02
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $2.0M 76k 26.61
Marathon Petroleum Corp (MPC) 0.2 $2.0M 8.2k 244.19
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $2.0M 19k 106.50
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $2.0M 25k 78.77
Ishares Tr National Mun Etf (MUB) 0.2 $1.9M 18k 106.15
Spdr Series Trust State Street Spd (SPHY) 0.2 $1.9M 79k 23.32
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $1.8M 14k 128.12
Merck & Co (MRK) 0.2 $1.8M 15k 120.31
Micron Technology (MU) 0.2 $1.8M 5.4k 337.86
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $1.8M 18k 100.66
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV) 0.2 $1.8M 43k 41.56
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM) 0.2 $1.7M 38k 45.55
Progressive Corporation (PGR) 0.2 $1.7M 8.6k 198.24
Bristol Myers Squibb (BMY) 0.2 $1.7M 28k 60.65
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.2 $1.7M 74k 22.34
Broadcom (AVGO) 0.2 $1.6M 5.3k 309.49
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.2 $1.6M 40k 40.81
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.6M 7.6k 213.66
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.2 $1.6M 17k 95.82
McDonald's Corporation (MCD) 0.2 $1.6M 5.2k 310.78
Spdr Series Trust State Street Spd (SPAB) 0.2 $1.6M 63k 25.62
Blackrock Etf Trust Ishares Large Ca (BLCR) 0.2 $1.6M 39k 41.06
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.6M 3.3k 479.20
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.2 $1.6M 34k 46.80
Ark Etf Tr Innovation Etf (ARKK) 0.2 $1.6M 23k 67.59
Coca-Cola Company (KO) 0.2 $1.5M 20k 76.13
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $1.5M 34k 45.62
Spdr Series Trust State Street Spd (BIL) 0.2 $1.5M 17k 91.64
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $1.5M 61k 24.27
Spdr Series Trust State Street Spd (SPYM) 0.2 $1.5M 19k 76.54
Caterpillar (CAT) 0.2 $1.5M 2.1k 708.47
International Business Machines (IBM) 0.2 $1.5M 6.0k 242.39
T Rowe Price Etf International Eq (TOUS) 0.2 $1.5M 42k 34.54
Newmont Mining Corporation (NEM) 0.2 $1.4M 13k 108.25
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $1.4M 37k 38.42
Commerce Bancshares (CBSH) 0.2 $1.4M 29k 49.20
Bank of America Corporation (BAC) 0.2 $1.4M 29k 48.75
Etf Ser Solutions Aptus Drawdown (ADME) 0.2 $1.4M 29k 49.43
Capital Group Core Balanced SHS (CGBL) 0.2 $1.4M 41k 34.41
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $1.4M 46k 30.50
Blackrock Etf Trust Ishares Us Thema (THRO) 0.2 $1.4M 38k 36.22
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $1.4M 55k 24.75
At&t (T) 0.2 $1.3M 46k 28.99
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.2 $1.3M 33k 40.19
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.2 $1.3M 11k 116.29
Advisors Inner Circle Fd Iii Gqg Us Equity Et (GQGU) 0.2 $1.3M 49k 26.91
Goldman Sachs (GS) 0.2 $1.3M 1.5k 845.74
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.2 $1.3M 26k 50.12
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $1.3M 5.8k 217.25
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.2 $1.3M 26k 48.15
Managed Portfolio Series Leuthold Select (LST) 0.2 $1.3M 31k 40.45
Abbvie (ABBV) 0.2 $1.3M 5.8k 217.50
Annaly Capital Management In Com New (NLY) 0.2 $1.2M 59k 21.15
Cisco Systems (CSCO) 0.2 $1.2M 16k 77.59
Diamondback Energy (FANG) 0.2 $1.2M 6.3k 197.77
Intuitive Surgical Com New (ISRG) 0.2 $1.2M 2.7k 460.99
Eli Lilly & Co. (LLY) 0.2 $1.2M 1.3k 919.59
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $1.2M 14k 86.69
Coreweave Com Cl A Call Option (CRWV) 0.1 $1.2M 16k 77.47
Home Depot (HD) 0.1 $1.2M 3.6k 328.85
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $1.2M 23k 50.98
First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.1 $1.1M 7.0k 163.57
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.1M 2.7k 430.29
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.1M 2.6k 426.40
Lockheed Martin Corporation (LMT) 0.1 $1.1M 1.9k 604.34
Global X Fds 1-3 Month T-bill (CLIP) 0.1 $1.1M 11k 100.36
Gladstone Investment Corporation (GAIN) 0.1 $1.1M 78k 14.20
Quanta Services (PWR) 0.1 $1.1M 2.0k 549.02
Southern Company (SO) 0.1 $1.1M 11k 96.52
T Rowe Price Etf Technology Etf (TTEQ) 0.1 $1.1M 36k 30.26
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $1.1M 20k 53.22
Global X Fds Defense Tech Etf (SHLD) 0.1 $1.1M 15k 70.84
Cincinnati Financial Corporation (CINF) 0.1 $1.0M 6.6k 157.35
Kinder Morgan (KMI) 0.1 $1.0M 31k 33.53
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $1.0M 13k 79.56
Wisdomtree Tr Dynamic Intl Sml (DDLS) 0.1 $1.0M 24k 43.46
Netflix (NFLX) 0.1 $1.0M 11k 96.15
Applied Materials (AMAT) 0.1 $1.0M 3.0k 341.83
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.0M 15k 67.53
Ishares Tr Conv Bd Etf (ICVT) 0.1 $1.0M 9.9k 101.79
Raytheon Technologies Corp (RTX) 0.1 $1.0M 5.2k 192.91
Wisdomtree Tr Us Quality Grow (QGRW) 0.1 $987k 19k 53.43
Pgim Etf Tr Actv Hy Bd Etf (PHYL) 0.1 $983k 28k 34.63
Northern Lts Fd Tr Iv Main Buywrite (BUYW) 0.1 $971k 69k 14.08
Vaneck Etf Trust Uranium And Nucl (NLR) 0.1 $969k 7.3k 133.19
3M Company (MMM) 0.1 $968k 6.7k 145.24
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $963k 2.9k 337.95
Servicenow (NOW) 0.1 $938k 9.0k 104.55
Kodiak Gas Svcs (KGS) 0.1 $925k 16k 58.32
First Tr Exchange-traded A Com Shs (FNX) 0.1 $918k 7.2k 128.25
Bain Cap Specialty Fin Com Stk (BCSF) 0.1 $915k 74k 12.40
Ge Aerospace Com New (GE) 0.1 $915k 3.2k 283.84
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.1 $910k 14k 66.77
Spdr Index Shs Fds State Street Spd (SPEM) 0.1 $909k 19k 46.91
Vanguard World Inf Tech Etf (VGT) 0.1 $902k 1.3k 697.83
Goldman Sachs Bdc SHS (GSBD) 0.1 $897k 101k 8.88
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $894k 4.7k 191.82
American Tower Reit (AMT) 0.1 $888k 5.1k 172.58
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $873k 2.1k 407.69
UnitedHealth (UNH) 0.1 $870k 3.2k 270.59
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $866k 7.7k 112.11
Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $863k 17k 50.14
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) 0.1 $860k 10k 85.61
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $858k 9.1k 93.93
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ) 0.1 $851k 23k 36.41
FedEx Corporation (FDX) 0.1 $839k 2.4k 356.24
Northrop Grumman Corporation (NOC) 0.1 $838k 1.2k 682.24
Pepsi (PEP) 0.1 $831k 5.4k 155.29
T Rowe Price Etf Ultra Shrt Trm (TBUX) 0.1 $787k 16k 49.75
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $785k 8.5k 92.74
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $782k 14k 54.55
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $770k 4.2k 184.26
Wisdomtree Tr Emgring Mkts (EMMF) 0.1 $768k 23k 33.11
Ishares Tr Trust Ishare 0-1 (SHV) 0.1 $754k 6.8k 110.40
Wisdomtree Tr Us Efficient Cor (NTSX) 0.1 $754k 15k 52.15
Mastercard Incorporated Cl A (MA) 0.1 $747k 1.5k 499.68
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $743k 5.0k 148.09
Wisdomtree Tr Us Multifactor (USMF) 0.1 $741k 15k 49.38
Coinbase Global Com Cl A Call Option (COIN) 0.1 $740k 4.2k 174.61
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.1 $738k 12k 62.68
T Rowe Price Etf Total Return Etf (TOTR) 0.1 $735k 18k 40.28
Ishares Tr Mbs Etf (MBB) 0.1 $720k 7.6k 94.95
Roku Com Cl A (ROKU) 0.1 $714k 7.6k 94.62
Spdr Series Trust State Street Spd (SPTL) 0.1 $708k 27k 26.30
First Tr Exchange-traded SHS (QTEC) 0.1 $703k 3.3k 216.01
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $688k 7.1k 96.69
Nextera Energy (NEE) 0.1 $685k 7.4k 92.88
Sei Exchange Traded Funds Select Intl Equi (SEIE) 0.1 $685k 21k 32.60
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $656k 2.7k 239.97
Vanguard Wellington Us Momentum (VFMO) 0.1 $651k 3.3k 197.10
Cloudflare Cl A Com (NET) 0.1 $645k 3.1k 206.34
Lowe's Companies (LOW) 0.1 $638k 2.7k 236.26
Simon Property (SPG) 0.1 $635k 3.4k 186.53
Ishares Msci Gbl Min Vol (ACWV) 0.1 $635k 5.3k 119.51
Oracle Corporation (ORCL) 0.1 $634k 4.3k 147.09
Walt Disney Company (DIS) 0.1 $633k 6.6k 96.38
Vanguard World Mega Grwth Ind (MGK) 0.1 $631k 1.7k 367.40
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.1 $629k 14k 45.86
Arm Holdings Sponsored Ads (ARM) 0.1 $627k 4.1k 151.28
Blackstone Group Inc Com Cl A (BX) 0.1 $621k 5.4k 114.99
Wheaton Precious Metals Corp (WPM) 0.1 $607k 4.6k 131.02
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $602k 2.0k 302.25
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $593k 18k 32.95
T Rowe Price Etf Small Mid Cap (TMSL) 0.1 $582k 16k 36.67
Broadridge Financial Solutions (BR) 0.1 $581k 3.6k 162.48
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $574k 11k 51.23
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.1 $572k 13k 43.59
Ishares Tr Us Tech Brkthr (TECB) 0.1 $567k 10k 55.48
Spdr Series Trust State Street Spd (JNK) 0.1 $564k 5.9k 95.72
Lam Research Corp Com New (LRCX) 0.1 $561k 2.6k 213.66
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $560k 2.6k 215.06
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $558k 4.9k 114.91
Harbor Etf Trust Long Term Grower (WINN) 0.1 $557k 20k 27.73
Viper Energy Cl A (VNOM) 0.1 $554k 12k 46.99
Advisorshares Tr Advisorshs Etf (CWS) 0.1 $552k 8.5k 64.76
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $550k 5.9k 93.66
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $543k 1.7k 313.81
Ishares Ethereum Tr SHS (ETHA) 0.1 $542k 34k 15.83
Intel Corporation (INTC) 0.1 $542k 12k 44.13
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.1 $539k 11k 51.18
Dominion Resources (D) 0.1 $539k 8.7k 61.82
Amgen (AMGN) 0.1 $532k 1.5k 351.79
Vanguard World Energy Etf (VDE) 0.1 $532k 3.1k 173.04
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.1 $530k 18k 30.12
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $527k 15k 35.94
First Tr Exchange-traded Wcm Developing W (WCME) 0.1 $527k 31k 16.79
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.1 $526k 8.1k 64.97
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $525k 8.0k 65.69
Vanguard Index Fds Small Cp Etf (VB) 0.1 $524k 2.0k 261.92
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.1 $522k 21k 25.11
Cabot Oil & Gas Corporation (CTRA) 0.1 $522k 15k 35.14
Thermo Fisher Scientific (TMO) 0.1 $513k 1.0k 491.55
Copart (CPRT) 0.1 $512k 15k 33.20
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $507k 21k 24.29
Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.1 $505k 15k 33.12
salesforce (CRM) 0.1 $503k 2.7k 186.67
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $503k 3.4k 146.60
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $503k 9.5k 52.76
Keysight Technologies (KEYS) 0.1 $500k 1.8k 282.37
Blackstone Secd Lending Common Stock (BXSL) 0.1 $498k 21k 23.69
Cintas Corporation (CTAS) 0.1 $492k 2.9k 169.14
Bluerock Pvt Real Estate (BPRE) 0.1 $491k 30k 16.61
Select Sector Spdr Tr State Street Com (XLC) 0.1 $487k 4.4k 110.85
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $482k 3.1k 155.12
Ge Vernova (GEV) 0.1 $481k 551.00 872.65
Intuit (INTU) 0.1 $481k 1.1k 432.47
Proshares Tr Pshs Ultra Qqq (QLD) 0.1 $480k 7.9k 61.00
Chemed Corp Com Stk (CHE) 0.1 $480k 1.3k 377.74
Twilio Cl A (TWLO) 0.1 $479k 3.8k 125.82
Spdr Series Trust State Street Spd (HYMB) 0.1 $477k 19k 24.80
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $475k 11k 42.54
Spdr Index Shs Fds State Street Spd (SPDW) 0.1 $466k 10k 45.65
Paypal Holdings (PYPL) 0.1 $464k 10k 45.23
O'reilly Automotive (ORLY) 0.1 $462k 5.0k 92.31
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) 0.1 $462k 8.2k 56.26
Enbridge (ENB) 0.1 $462k 8.5k 54.14
Wisdomtree Tr Global Ex Us Qua (DNL) 0.1 $462k 11k 40.37
Bank of New York Mellon Corporation (BK) 0.1 $460k 3.9k 118.62
Blackrock (BLK) 0.1 $458k 476.00 961.42
Honeywell International (HON) 0.1 $457k 2.0k 226.00
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $452k 5.8k 78.41
Roper Industries (ROP) 0.1 $452k 1.3k 353.86
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $451k 9.0k 49.95
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) 0.1 $451k 8.9k 50.46
AFLAC Incorporated (AFL) 0.1 $448k 4.1k 109.70
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 0.1 $445k 18k 24.77
Albemarle Corporation (ALB) 0.1 $440k 2.5k 179.53
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $438k 1.1k 383.40
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.1 $437k 11k 38.42
Boeing Company (BA) 0.1 $435k 2.2k 199.03
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $434k 4.7k 92.27
Amphenol Corp Cl A (APH) 0.1 $433k 3.4k 126.38
Duke Energy Corp Com New (DUK) 0.1 $430k 3.3k 130.96
Air Products & Chemicals (APD) 0.1 $423k 1.5k 290.49
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.1 $422k 16k 27.15
British Amern Tob Sponsored Adr (BTI) 0.1 $419k 7.2k 58.47
Fifth Third Ban (FITB) 0.1 $419k 9.0k 46.46
TJX Companies (TJX) 0.1 $416k 2.6k 159.70
Petroleo Brasileiro S A Sponsored Adr (PBR) 0.1 $414k 20k 20.75
Synopsys (SNPS) 0.1 $408k 1.0k 396.48
Robinhood Mkts Com Cl A (HOOD) 0.0 $405k 5.8k 69.30
Block Cl A (XYZ) 0.0 $402k 6.7k 60.18
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $401k 3.9k 102.26
ConocoPhillips (COP) 0.0 $397k 3.0k 131.99
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $391k 6.4k 61.26
Linde SHS (LIN) 0.0 $390k 786.00 496.06
Kla Corp Com New (KLAC) 0.0 $389k 264.00 1472.41
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.0 $387k 12k 33.37
Qualcomm (QCOM) 0.0 $385k 3.0k 128.79
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $383k 20k 19.30
Wisdomtree Tr Us Largecap Fund (EPS) 0.0 $380k 5.6k 68.11
Chubb (CB) 0.0 $376k 1.2k 326.41
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $376k 3.9k 97.23
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $376k 18k 21.49
Waste Management (WM) 0.0 $372k 1.6k 229.86
Howmet Aerospace (HWM) 0.0 $366k 1.6k 230.46
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $365k 1.5k 248.84
Zoetis Cl A (ZTS) 0.0 $362k 3.1k 118.20
Mosaic (MOS) 0.0 $360k 14k 25.50
Select Sector Spdr Tr State Street Con (XLP) 0.0 $360k 4.4k 81.97
Deere & Company (DE) 0.0 $358k 636.00 563.60
Palo Alto Networks (PANW) 0.0 $358k 2.2k 160.32
Select Sector Spdr Tr State Street Uti (XLU) 0.0 $356k 7.8k 45.89
Uber Technologies (UBER) 0.0 $353k 4.9k 71.93
Tcg Bdc (CGBD) 0.0 $353k 32k 10.94
Emerson Electric (EMR) 0.0 $353k 2.7k 131.02
Doubleline Opportunistic Cr (DBL) 0.0 $353k 24k 14.60
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $352k 1.2k 287.18
Kimberly-Clark Corporation (KMB) 0.0 $351k 3.6k 96.58
Texas Instruments Incorporated (TXN) 0.0 $350k 1.8k 194.11
Generac Holdings (GNRC) 0.0 $348k 1.8k 195.33
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.0 $348k 6.7k 51.93
Analog Devices (ADI) 0.0 $346k 1.1k 318.00
Johnson Controls Internation SHS (JCI) 0.0 $344k 2.6k 130.95
Doubleline Income Solutions (DSL) 0.0 $343k 32k 10.83
Abbott Laboratories (ABT) 0.0 $342k 3.3k 102.67
Las Vegas Sands (LVS) 0.0 $341k 6.3k 53.88
Spdr Series Trust State Street Spd (SDY) 0.0 $339k 2.3k 145.93
Chipotle Mexican Grill (CMG) 0.0 $339k 11k 32.01
Coupang Cl A (CPNG) 0.0 $336k 18k 18.88
Cohen & Steers Etf Trust Infrastructure (CSIO) 0.0 $333k 12k 27.74
Booking Holdings (BKNG) 0.0 $333k 79.00 4216.77
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $328k 2.2k 145.74
Unilever Spon Adr New (UL) 0.0 $328k 5.7k 57.06
Ishares Tr Global Tech Etf (IXN) 0.0 $326k 3.3k 99.98
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $325k 6.9k 46.95
Blackrock Tcp Cap Corp (TCPC) 0.0 $323k 90k 3.61
Global X Fds Artificial Etf (AIQ) 0.0 $322k 6.9k 46.67
T Rowe Price Etf Price Blue Chip (TCHP) 0.0 $321k 7.3k 44.18
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $320k 2.0k 161.70
Shell Spon Ads (SHEL) 0.0 $318k 3.4k 93.01
Wells Fargo & Company (WFC) 0.0 $318k 4.0k 79.62
Pimco Etf Tr Multisector Bd (PYLD) 0.0 $316k 12k 26.20
Select Sector Spdr Tr State Street Con (XLY) 0.0 $316k 2.9k 108.96
Bank Montreal Medium Cal Lkd 45 (FNGU) 0.0 $315k 20k 15.63
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $312k 4.1k 77.11
Microchip Technology (MCHP) 0.0 $311k 4.8k 64.61
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $309k 1.6k 191.93
Ishares Msci Eurzone Etf (EZU) 0.0 $305k 4.9k 62.64
Apollo Global Mgmt (APO) 0.0 $302k 2.7k 111.42
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.0 $301k 5.0k 60.12
EOG Resources (EOG) 0.0 $299k 2.1k 144.58
Ishares Silver Tr Ishares (SLV) 0.0 $298k 4.4k 68.14
Centene Corporation (CNC) 0.0 $297k 9.1k 32.74
Exchange Listed Fds Tr Qraft Ai Us Mmtm (AMOM) 0.0 $295k 6.3k 47.15
Pimco Dynamic Income SHS (PDI) 0.0 $295k 17k 17.11
Parker-Hannifin Corporation (PH) 0.0 $294k 328.00 895.24
Stryker Corporation (SYK) 0.0 $293k 893.00 328.59
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $293k 6.9k 42.56
Carvana Cl A (CVNA) 0.0 $293k 932.00 314.38
First Tr Exchange-traded SHS (FVD) 0.0 $292k 6.2k 47.03
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.0 $292k 6.7k 43.45
Sei Exchange Traded Funds Select Emerging (SEEM) 0.0 $290k 8.9k 32.75
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $286k 4.8k 59.20
Constellation Energy (CEG) 0.0 $283k 1.0k 279.25
Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $283k 17k 17.15
Trane Technologies SHS (TT) 0.0 $283k 679.00 416.74
Strategy Cl A New (MSTR) 0.0 $281k 2.3k 124.80
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $281k 5.7k 49.37
Delta Air Lines Com New (DAL) 0.0 $280k 4.2k 66.48
Travelers Companies (TRV) 0.0 $280k 958.00 291.80
Spdr Index Shs Fds State Street Spd (SPGM) 0.0 $274k 3.6k 75.71
Vanguard Index Fds Large Cap Etf (VV) 0.0 $273k 912.00 298.85
Chicago Atlantic Real Estate Fin (REFI) 0.0 $271k 24k 11.32
Capital One Financial (COF) 0.0 $270k 1.5k 182.43
Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ) 0.0 $269k 8.5k 31.75
Grayscale Ethereum Staking E SHS (ETHE) 0.0 $268k 16k 17.07
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.0 $267k 3.5k 75.74
Ishares Tr Core Div Grwth (DGRO) 0.0 $266k 3.8k 70.18
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $266k 3.2k 82.75
Spdr Series Trust State Street Spd (SPSM) 0.0 $264k 5.5k 48.32
T Rowe Price Etf Floating Rate (TFLR) 0.0 $264k 5.2k 50.36
Sei Exchange Traded Funds Select Small Cap (SEIS) 0.0 $261k 9.5k 27.63
Doubleline Etf Trust Shiller Cape U S (CAPE) 0.0 $260k 8.4k 30.85
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $259k 2.6k 100.56
Regeneron Pharmaceuticals (REGN) 0.0 $259k 335.00 772.92
Medtronic SHS (MDT) 0.0 $258k 3.0k 86.73
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.0 $258k 5.5k 46.74
Dollar General (DG) 0.0 $258k 2.2k 118.73
Vertiv Holdings Com Cl A (VRT) 0.0 $257k 1.0k 250.64
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.0 $257k 3.6k 70.36
New York Times Co Mtn Be Cl A (NYT) 0.0 $257k 3.1k 83.73
First Tr Exch Traded Fd Iii Horizon Dmst Etf (HUSV) 0.0 $256k 6.7k 38.34
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 0.0 $255k 5.0k 51.03
Etf Ser Solutions Aptus Deferred I (DEFR) 0.0 $255k 9.6k 26.60
First Tr Exchng Traded Fd Vi Vest U S Equity (RSJN) 0.0 $254k 7.4k 34.53
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.0 $253k 2.0k 128.26
First Tr Exchange-traded SHS (FDL) 0.0 $253k 5.0k 50.80
Vici Pptys (VICI) 0.0 $251k 9.2k 27.32
Starbucks Corporation (SBUX) 0.0 $250k 2.8k 89.59
Ishares Tr Core Msci Euro (IEUR) 0.0 $248k 3.5k 70.27
Guggenheim Strategic Opportu Com Sbi (GOF) 0.0 $247k 22k 11.02
Accenture Plc Ireland Shs Class A (ACN) 0.0 $245k 1.2k 198.29
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $244k 2.7k 91.77
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $243k 545.00 446.54
Ishares Tr Russell 3000 Etf (IWV) 0.0 $243k 656.00 370.68
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $243k 5.7k 42.31
Eaton Vance Tax-advntg Glbl Di (ETG) 0.0 $239k 12k 20.12
Illumina (ILMN) 0.0 $238k 1.9k 123.26
Wisdomtree Tr Intl Qulty Div (IQDG) 0.0 $237k 5.9k 40.14
Adobe Systems Incorporated (ADBE) 0.0 $236k 972.00 243.08
General Dynamics Corporation (GD) 0.0 $236k 688.00 343.22
Colgate-Palmolive Company (CL) 0.0 $235k 2.8k 85.24
Kroger (KR) 0.0 $235k 3.2k 72.36
Icahn Enterprises Depositary Unit (IEP) 0.0 $233k 31k 7.55
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $233k 2.0k 118.57
First Tr Exch Traded Fd Iii Horizon Mngd Etf (HDMV) 0.0 $231k 6.3k 36.81
Crowdstrike Hldgs Cl A (CRWD) 0.0 $231k 592.00 390.41
Owl Rock Capital Corporation (OBDC) 0.0 $230k 21k 11.06
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $229k 2.5k 91.37
Virtra Com Par (VTSI) 0.0 $229k 62k 3.71
Ishares Tr Msci Usa Value (VLUE) 0.0 $229k 1.6k 142.16
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.0 $228k 1.4k 158.58
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $226k 2.9k 77.18
Metropcs Communications (TMUS) 0.0 $225k 1.1k 210.03
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $223k 3.6k 62.56
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $223k 5.6k 40.10
Main Street Capital Corporation (MAIN) 0.0 $222k 4.2k 52.96
Astrazeneca Ord (AZN) 0.0 $222k 1.1k 197.22
W.W. Grainger (GWW) 0.0 $221k 202.00 1091.75
Wisdomtree Tr True Developed I (DOL) 0.0 $220k 3.2k 67.99
Gilead Sciences (GILD) 0.0 $217k 1.6k 139.41
First Tr Exchange-traded Lunt Us Factor (FCTR) 0.0 $217k 6.1k 35.67
Sea Sponsord Ads (SE) 0.0 $217k 2.6k 82.81
Devon Energy Corporation (DVN) 0.0 $216k 4.3k 50.32
Domino's Pizza (DPZ) 0.0 $216k 601.00 359.05
Ishares Tr Ultra Short Dur (ICSH) 0.0 $215k 4.2k 50.63
T. Rowe Price (TROW) 0.0 $214k 2.4k 90.14
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $212k 2.4k 88.69
Ishares Tr Us Infrastruc (IFRA) 0.0 $212k 3.7k 57.19
Hca Holdings (HCA) 0.0 $209k 441.00 473.24
Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $209k 3.0k 68.78
Cardinal Health (CAH) 0.0 $206k 976.00 211.21
Vanguard Wellington Us Quality (VFQY) 0.0 $206k 1.4k 149.24
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $206k 2.6k 78.42
Ishares Tr Core Divid Etf (DIVB) 0.0 $205k 3.8k 53.96
Marriott Intl Cl A (MAR) 0.0 $204k 624.00 327.07
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $204k 2.2k 94.24
First Tr Exchange-traded Aaa Cmbs Etf (CAAA) 0.0 $201k 9.9k 20.30
Sofi Technologies Call Option (SOFI) 0.0 $171k 11k 15.88
Plug Pwr Com New Call Option (PLUG) 0.0 $166k 73k 2.26
Cion Invt Corp (CION) 0.0 $165k 24k 6.84
Algonquin Power & Utilities equs (AQN) 0.0 $162k 26k 6.14
Schrodinger (SDGR) 0.0 $155k 14k 11.36
Ascent Solar Technologies In Com New (ASTI) 0.0 $138k 35k 3.94
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.0 $131k 10k 12.80
Marathon Digital Holdings In (MARA) 0.0 $129k 16k 8.16
Cleveland-cliffs (CLF) 0.0 $112k 13k 8.45
Celsius Hldgs Com New Call Option (CELH) 0.0 $28k 800.00 35.48
Bitfarms 0.0 $24k 12k 1.95
Archer Aviation Com Cl A Call Option (ACHR) 0.0 $23k 4.5k 5.17
Etf Opportunities Trust T-rex 2x Long Bm (BMNU) 0.0 $21k 12k 1.76
Recursion Pharmaceuticals In Cl A Call Option (RXRX) 0.0 $1.8k 600.00 3.07