WCG Wealth Advisors

WCG Wealth Advisors as of June 30, 2025

Portfolio Holdings for WCG Wealth Advisors

WCG Wealth Advisors holds 327 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 2.9 $45M 283k 157.99
American Centy Etf Tr Us Eqt Etf (AVUS) 2.7 $41M 408k 100.82
Apple (AAPL) 2.5 $39M 188k 205.17
Microsoft Corporation (MSFT) 2.2 $34M 68k 497.41
J P Morgan Exchange Traded F Active Growth (JGRO) 2.1 $33M 378k 86.07
Pimco Etf Tr Multisector Bd (PYLD) 2.1 $32M 1.2M 26.54
Ishares Tr Core S&p500 Etf (IVV) 2.0 $32M 51k 620.90
Dbx Etf Tr Xtrackers S&p (SNPE) 2.0 $31M 551k 55.30
J P Morgan Exchange Traded F Active Value Etf (JAVA) 1.8 $28M 429k 65.50
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.7 $26M 637k 40.11
Spdr Ser Tr Portfolio S&p500 (SPYM) 1.6 $25M 349k 72.69
Amazon (AMZN) 1.5 $24M 109k 219.39
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.5 $24M 319k 74.01
Lattice Strategies Tr Hartford Mlt Etf (RODM) 1.5 $23M 678k 34.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $22M 46k 485.77
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB) 1.3 $21M 614k 33.87
Ishares Tr Core Total Usd (IUSB) 1.3 $20M 423k 46.23
Dbx Etf Tr Xtrackers Us Nat (CRTC) 1.2 $18M 538k 34.01
Dimensional Etf Trust Us High Profitab (DUHP) 1.1 $17M 487k 35.56
Alphabet Cap Stk Cl C (GOOGL) 1.1 $17M 96k 176.23
PIMCO Intermediate Mun Bond Strat Fund (MUNI) 1.1 $17M 328k 51.36
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.1 $17M 184k 91.10
Spdr Index Shares Funds Portfolio Emg Mk Etf Cl A (SPEM) 1.1 $17M 390k 42.74
Meta Platforms Cl A (META) 1.0 $16M 21k 738.11
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.0 $15M 127k 119.09
J P Morgan Exchange Traded F ultra shrt (JPST) 0.9 $15M 290k 50.68
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.9 $15M 206k 71.26
Ishares Tr Core Msci Eafe (IEFA) 0.9 $14M 172k 83.48
Tcw Etf Trust Transform System (PWRD) 0.9 $14M 159k 90.17
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.9 $14M 550k 24.78
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $13M 22k 617.84
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $13M 119k 110.10
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.8 $13M 69k 182.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $12M 22k 551.63
Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.8 $12M 423k 28.86
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.8 $12M 131k 91.73
Visa Com Cl A (V) 0.8 $12M 33k 355.05
Spdr Series Trust S&p 600 Smcp Grw Etf Cl A (SLYG) 0.8 $12M 131k 88.75
Spdr Series Trust S&p 600 Smcp Val Etf S&p 600 Smcp Val (SLYV) 0.8 $12M 146k 79.76
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.7 $11M 329k 32.98
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.7 $11M 108k 98.24
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.7 $10M 255k 40.67
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.6 $10M 147k 68.21
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.6 $9.7M 178k 54.46
JPMorgan Chase & Co. (JPM) 0.6 $9.2M 32k 289.91
Select Sector Spdr Tr Technology (XLK) 0.6 $9.0M 36k 253.23
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.6 $9.0M 177k 50.92
Wal-Mart Stores (WMT) 0.6 $8.9M 91k 97.78
Charles Schwab Corporation (SCHW) 0.6 $8.6M 94k 91.24
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.6 $8.5M 206k 41.42
Oracle Corporation (ORCL) 0.5 $8.5M 39k 218.63
Ishares Tr Us Sml Cap Eqt (SMLF) 0.5 $8.4M 124k 67.95
Select Sector Spdr Tr Indl (XLI) 0.5 $8.3M 57k 147.52
Ishares Tr U.s. Tech Etf (IYW) 0.5 $8.2M 48k 173.27
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.5 $8.2M 370k 22.26
Select Sector Spdr Tr Financial (XLF) 0.5 $8.0M 154k 52.37
Mastercard Incorporated Cl A (MA) 0.5 $7.9M 14k 561.93
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.5 $7.8M 220k 35.49
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $7.7M 26k 303.93
First Tr Exchange-traded Dj Internt Idx (FDN) 0.5 $7.7M 29k 269.33
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $7.7M 113k 68.54
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.5 $7.5M 185k 40.74
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $7.5M 38k 195.42
Spdr Series Trust S&p 400 Mdcp Grw Etf S&p 600 Smcp Val (MDYG) 0.5 $7.4M 85k 86.87
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.5 $7.4M 33k 226.49
Spdr Series Trust S&p 400 Mdcp Val Etf S&p 600 Smcp Val (MDYV) 0.5 $7.3M 92k 79.43
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.5 $7.2M 160k 45.29
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.5 $7.1M 87k 81.66
Ea Ser Freedom 100 Em (FRDM) 0.5 $7.0M 174k 40.40
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $7.0M 52k 134.79
Ishares Tr Eafe Value Etf (EFV) 0.4 $6.7M 106k 63.48
Wisdomtree Tr Floatng Rat Trea (USFR) 0.4 $6.6M 132k 50.31
First Tr Exchange Traded Finls Alphadex (FXO) 0.4 $6.5M 116k 56.06
First Tr Exchange Traded Indls Prod Dur (FXR) 0.4 $6.5M 88k 74.22
First Tr Exchange Traded Utilities Alph (FXU) 0.4 $6.3M 148k 42.38
First Tr Exchange-traded Nasdaq 100 Ex (QQXT) 0.4 $6.2M 63k 98.80
Oneok (OKE) 0.4 $6.1M 74k 81.63
Philip Morris International (PM) 0.4 $6.0M 33k 182.13
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $5.7M 58k 99.20
Exxon Mobil Corporation (XOM) 0.4 $5.6M 52k 107.80
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.4 $5.6M 226k 24.89
Tesla Sponsored Ads (TSLA) 0.4 $5.6M 18k 317.65
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.3 $5.3M 97k 54.31
salesforce (CRM) 0.3 $5.1M 19k 272.69
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $5.0M 52k 95.32
Procter & Gamble Company (PG) 0.3 $4.9M 31k 159.32
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.3 $4.8M 135k 35.28
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $4.7M 22k 217.33
Ishares Tr Mbs Etf (MBB) 0.3 $4.7M 50k 93.89
T Rowe Price Etf Cap Appreciation (TCAF) 0.3 $4.5M 129k 35.28
Walt Disney Company (DIS) 0.3 $4.4M 36k 124.01
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.3 $4.4M 47k 93.95
Fidelity Covington Trust High Divid Etf (FDVV) 0.3 $4.4M 84k 52.02
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $4.4M 39k 112.00
Alphabet Cap Stk Cl C (GOOG) 0.3 $4.3M 24k 177.39
Coinbase Global Com Cl A (COIN) 0.3 $4.1M 12k 350.50
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.3 $4.1M 130k 31.80
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $4.1M 18k 227.10
Home Depot (HD) 0.3 $4.1M 11k 366.66
Anthem (ELV) 0.3 $4.0M 10k 388.98
Ishares Gold Tr Ishares New (IAU) 0.3 $4.0M 64k 62.36
Cisco Systems (CSCO) 0.3 $3.9M 56k 69.38
Applied Materials (AMAT) 0.3 $3.9M 21k 183.07
Ishares Tr Us Aer Def Etf (ITA) 0.2 $3.8M 20k 188.64
Ishares Core Msci Emkt (IEMG) 0.2 $3.8M 63k 60.03
Bank of America Corporation (BAC) 0.2 $3.7M 79k 47.32
Ishares Msci Emrg Chn (EMXC) 0.2 $3.7M 59k 63.14
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.2 $3.7M 356k 10.46
Enterprise Products Partners (EPD) 0.2 $3.6M 115k 31.01
Wells Fargo & Company (WFC) 0.2 $3.5M 43k 80.12
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $3.4M 34k 101.60
Ishares Tr S&p 100 Etf (OEF) 0.2 $3.4M 11k 304.35
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $3.4M 14k 240.33
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $3.1M 43k 73.63
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $3.1M 16k 197.22
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.2 $3.1M 73k 42.27
Starbucks Corporation (SBUX) 0.2 $3.0M 33k 91.63
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $3.0M 113k 26.58
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.2 $3.0M 94k 31.54
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $2.8M 54k 52.84
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $2.8M 54k 52.34
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.2 $2.8M 20k 139.02
Unilever Spon Adr New 0.2 $2.8M 45k 61.17
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $2.7M 30k 92.18
Iqvia Holdings (IQV) 0.2 $2.7M 17k 157.59
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $2.7M 20k 133.31
Qualcomm (QCOM) 0.2 $2.7M 17k 159.26
American Centy Etf Tr Avantis Us Larg (AVLC) 0.2 $2.7M 37k 71.04
eBay (EBAY) 0.2 $2.6M 35k 74.46
Comcast Corporation (CMCSA) 0.2 $2.6M 73k 35.69
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $2.6M 35k 72.82
Medtronic SHS (MDT) 0.2 $2.6M 30k 87.17
Pfizer (PFE) 0.2 $2.5M 105k 24.24
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $2.5M 40k 62.02
Ishares Tr Core High Dv Etf (HDV) 0.2 $2.5M 21k 117.17
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $2.5M 13k 194.23
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $2.4M 26k 95.77
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $2.4M 39k 62.64
Analog Devices (ADI) 0.2 $2.4M 10k 238.01
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $2.4M 92k 26.50
ConocoPhillips (COP) 0.2 $2.4M 26k 89.74
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $2.4M 32k 74.89
Palo Alto Networks (PANW) 0.2 $2.4M 12k 204.64
Ishares Tr Core Div Grwth (DGRO) 0.2 $2.3M 37k 63.94
Ares Capital Corporation (ARCC) 0.2 $2.3M 107k 21.96
Pimco Etf Tr Enhancd Short (EMNT) 0.2 $2.3M 24k 98.76
Amplify Etf Tr Amplify Etho Cli (ETHO) 0.1 $2.3M 39k 58.13
Novartis Sponsored Adr (NVS) 0.1 $2.3M 19k 121.01
Pepsi (PEP) 0.1 $2.2M 17k 132.04
Tidal Trust Iii Affordable Hous (OWNS) 0.1 $2.2M 131k 17.13
Managed Portfolio Series Ecofin Gbl Water 0.1 $2.2M 42k 52.91
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $2.2M 60k 35.84
Verizon Communications (VZ) 0.1 $2.1M 50k 43.27
Global X Msci Nxt Emrng (QYLD) 0.1 $2.1M 127k 16.72
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.1 $2.1M 43k 48.24
Sanofi Sponsored Adr (SNY) 0.1 $2.1M 43k 48.31
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $2.0M 19k 109.29
Oklo Com Cl A (OKLO) 0.1 $2.0M 36k 55.99
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $2.0M 35k 57.78
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $2.0M 32k 63.71
First Tr Exchange-traded A Com Shs (FAD) 0.1 $2.0M 14k 146.82
Johnson & Johnson (JNJ) 0.1 $2.0M 13k 152.75
Uber Technologies (UBER) 0.1 $2.0M 21k 93.30
Airbnb Com Cl A (ABNB) 0.1 $1.9M 15k 132.34
Fs Kkr Capital Corp (FSK) 0.1 $1.9M 93k 20.75
HSBC HLDGS Spon Adr New (HSBC) 0.1 $1.9M 32k 60.79
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $1.9M 24k 77.48
Bank of New York Mellon Corporation (BK) 0.1 $1.8M 20k 91.11
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.1 $1.8M 20k 92.40
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 0.1 $1.8M 78k 23.64
Lam Research Corp Com New (LRCX) 0.1 $1.8M 19k 97.34
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $1.8M 61k 29.37
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $1.8M 30k 59.87
Micron Technology (MU) 0.1 $1.7M 14k 123.25
Raytheon Technologies Corp (RTX) 0.1 $1.7M 12k 146.02
Chevron Corporation (CVX) 0.1 $1.7M 12k 143.19
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $1.7M 39k 42.60
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $1.6M 12k 132.14
Intel Corporation (INTC) 0.1 $1.6M 72k 22.40
Duke Energy Corp Com New (DUK) 0.1 $1.6M 13k 118.00
American Centy Etf Tr Us Quality Grow (QGRO) 0.1 $1.5M 14k 109.12
First Tr Value Line Divid In SHS (FVD) 0.1 $1.5M 34k 44.70
Harbor Etf Trust Long Term Grower (WINN) 0.1 $1.5M 52k 29.12
Coca-Cola Company (KO) 0.1 $1.5M 21k 70.75
Wisdomtree Tr Us Multifactor (USMF) 0.1 $1.5M 29k 51.26
Williams Companies (WMB) 0.1 $1.5M 23k 62.81
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $1.5M 39k 37.96
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $1.4M 34k 41.62
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.4M 48k 29.21
At&t (T) 0.1 $1.4M 48k 28.94
Emerson Electric (EMR) 0.1 $1.4M 10k 133.33
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $1.4M 23k 59.26
Victory Portfolios Ii Shares Free Cash (VFLO) 0.1 $1.3M 38k 35.35
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $1.3M 13k 100.53
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $1.3M 27k 48.45
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $1.3M 36k 36.05
Spdr High Spdr Tr Tactic (SPHY) 0.1 $1.3M 54k 23.80
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $1.3M 52k 24.54
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $1.3M 26k 49.76
Ark Etf Tr Innovation Etf (ARKK) 0.1 $1.3M 18k 70.29
Ea Series Trust Stance Sustainab (CHGX) 0.1 $1.3M 48k 26.07
Manulife Finl Corp (MFC) 0.1 $1.3M 39k 31.96
Spinnaker Etf Series Select Stoxx Eur (EUAD) 0.1 $1.3M 29k 43.15
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.1 $1.2M 25k 47.85
Commerce Bancshares (CBSH) 0.1 $1.2M 19k 62.17
Spdr Series Trust Portfolio S&p400 (SPMD) 0.1 $1.2M 22k 54.38
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $1.2M 23k 50.75
Marvell Technology (MRVL) 0.1 $1.2M 15k 77.40
Global X Fds Dow 30 Covered C (DJIA) 0.1 $1.2M 54k 21.68
Ishares Tr Cybersecurity (IHAK) 0.1 $1.2M 22k 53.21
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 0.1 $1.2M 10k 111.92
Citigroup Com New (C) 0.1 $1.1M 14k 85.12
Merck & Co (MRK) 0.1 $1.1M 14k 79.16
Arista Networks Com Shs (ANET) 0.1 $1.1M 11k 102.31
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $1.1M 17k 65.52
Ishares Tr Msci India Etf (INDA) 0.1 $1.1M 20k 55.68
J P Morgan Exchange Traded F High Yld Resrch (BBHY) 0.1 $1.1M 24k 46.64
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $1.1M 12k 93.79
Ishares Msci Emerg Mrkt (EEMV) 0.1 $1.1M 18k 62.80
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $1.1M 16k 69.09
Spdr Series Trust Bloomberg High Y (JNK) 0.1 $1.1M 11k 97.27
Southern Company (SO) 0.1 $1.1M 12k 91.83
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $1.1M 24k 45.75
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $1.1M 19k 57.01
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $1.1M 17k 62.74
Paypal Holdings (PYPL) 0.1 $1.1M 14k 74.32
First Tr Exchng Traded Fd Vi Tcw Opportinis (FIXD) 0.1 $1.0M 24k 43.89
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.1 $1.0M 11k 94.00
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $965k 11k 90.89
Main Street Capital Corporation (MAIN) 0.1 $961k 16k 59.10
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $961k 10k 92.62
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $955k 11k 86.09
J P Morgan Exchange Traded Municipal Etf (JMUB) 0.1 $949k 19k 49.64
Red Rock Resorts Cl A (RRR) 0.1 $944k 18k 52.03
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $935k 18k 50.76
Franklin Templeton Etf Tr Franklin Asia (FLAX) 0.1 $918k 35k 26.00
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $899k 23k 39.49
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $895k 13k 67.22
Ishares Tr Blockchain & Tec (IBLC) 0.1 $891k 23k 39.27
Chipotle Mexican Grill (CMG) 0.1 $843k 15k 56.15
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $840k 21k 40.02
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $839k 15k 56.48
Dbx Etf Tr Xtrack Usd High (HYLB) 0.1 $836k 23k 36.92
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.1 $823k 12k 67.59
Wisdomtree Tr Putwire Strat (WTPI) 0.1 $821k 26k 32.04
Flex Ord (FLEX) 0.1 $815k 16k 49.92
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.1 $813k 12k 66.28
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $813k 28k 29.28
Docusign (DOCU) 0.1 $806k 10k 77.89
Victory Portfolios Ii Victoryshares Sm (SFLO) 0.1 $803k 31k 26.21
Invesco Currencyshares Japan Japanese Yen (FXY) 0.1 $801k 13k 63.94
Altria (MO) 0.1 $799k 14k 58.63
Evergy (EVRG) 0.1 $779k 11k 68.93
General Motors Company (GM) 0.0 $772k 16k 49.21
Nextera Energy (NEE) 0.0 $767k 11k 69.42
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 0.0 $755k 12k 62.42
Sprott Com New (SII) 0.0 $750k 11k 69.09
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.0 $739k 11k 68.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $728k 15k 49.46
Fidelity Covington Trust Enhanced Intl (FENI) 0.0 $727k 22k 33.26
Totalenergies Se Sponsored Ads 0.0 $726k 12k 61.39
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $716k 12k 61.21
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.0 $700k 14k 50.32
Ishares Ethereum Tr SHS (ETHA) 0.0 $650k 34k 19.07
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $650k 13k 51.02
American Healthcare Reit Com Shs (AHR) 0.0 $647k 18k 36.74
J P Morgan Exchange Traded F Jpmorgan Ltd Dur (JPLD) 0.0 $623k 12k 52.23
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.0 $617k 45k 13.87
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.0 $614k 18k 34.41
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $612k 110k 5.56
Maplebear (CART) 0.0 $600k 13k 45.24
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.0 $594k 18k 33.20
Clear Secure Com Cl A (YOU) 0.0 $592k 21k 27.76
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $587k 23k 25.60
Chewy Cl A (CHWY) 0.0 $570k 13k 42.62
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.0 $569k 66k 8.65
Dropbox Cl A (DBX) 0.0 $563k 20k 28.60
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.0 $563k 11k 49.82
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.0 $560k 25k 22.85
Global X Fds Glbl X Mlp Etf (MLPA) 0.0 $553k 11k 50.20
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.0 $552k 12k 45.89
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.0 $550k 12k 45.16
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.0 $545k 38k 14.44
Haleon Spon Ads (HLN) 0.0 $540k 52k 10.37
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $539k 12k 43.58
Nuveen Muni Value Fund (NUV) 0.0 $532k 61k 8.69
Spdr Series Trust Portfolio Sh Tsr (SPTS) 0.0 $511k 18k 29.29
Southwest Airlines (LUV) 0.0 $510k 16k 32.44
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.0 $509k 28k 18.24
Pimco Dynamic Income SHS (PDI) 0.0 $501k 26k 18.97
Archer Aviation Com Cl A (ACHR) 0.0 $500k 46k 10.85
Kinder Morgan (KMI) 0.0 $500k 17k 29.40
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $494k 56k 8.89
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $494k 12k 42.44
Enbridge (ENB) 0.0 $489k 11k 45.32
Ishares Tr Robotics Artif (ARTY) 0.0 $488k 12k 41.00
Ishares Tr Esg Scrnd S&p500 (XVV) 0.0 $483k 10k 47.69
John Hancock Exchange Traded Multifactr Sml (JHSC) 0.0 $481k 12k 39.05
Eaton Vance Tax-advntg Glbl Di (ETG) 0.0 $465k 22k 20.94
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 0.0 $459k 22k 20.99
Eaton Vance Risk Managed Diversified (ETJ) 0.0 $458k 51k 9.04
Vaneck Etf Trust Emerging Mrkt Hi (HYEM) 0.0 $456k 23k 19.82
Tortoise Sustainable & Socia Com Sh Ben Int (TEAF) 0.0 $450k 37k 12.24
Ishares Silver Tr Ishares (SLV) 0.0 $447k 14k 32.81
Advent Claymore Convertible Sec & Inc (AVK) 0.0 $445k 37k 12.11
Eaton Vance Enhanced Equity Incm. Fd. II (EOS) 0.0 $438k 18k 24.21
Eaton Vance Enhanced Equity Income Fund (EOI) 0.0 $437k 21k 20.92
Blackrock Multi-sector Incom other (BIT) 0.0 $429k 29k 14.60
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $427k 38k 11.13
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $418k 18k 22.98
DNP Select Income Fund (DNP) 0.0 $416k 43k 9.79
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $410k 38k 10.92
Wisdomtree Tr Currncy Int Eq (DDWM) 0.0 $402k 10k 39.66
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $395k 54k 7.26
Fidelity Covington Trust Cloud Computng (FCLD) 0.0 $391k 14k 28.42
Global X Us Pfd Etf (PFFD) 0.0 $381k 20k 18.83
Dynex Cap (DX) 0.0 $352k 29k 12.22
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $272k 15k 18.13
Franklin Templeton Etf Tr Income Focus Etf (INCM) 0.0 $271k 10k 27.05
Osisko Development Corp Com New (ODV) 0.0 $264k 123k 2.14
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.0 $262k 11k 23.34
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) 0.0 $254k 10k 24.93
Telefonica S A Sponsored Adr 0.0 $248k 47k 5.23
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.0 $241k 10k 23.85
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $236k 12k 19.65
Barclays Adr (BCS) 0.0 $233k 13k 18.59
Etfis Ser Tr I Virtus Infrcap (PFFA) 0.0 $221k 11k 20.83