WCG Wealth Advisors

WCG Wealth Advisors as of March 31, 2026

Portfolio Holdings for WCG Wealth Advisors

WCG Wealth Advisors holds 519 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) 2.7 $97M 559k 174.40
Pimco Etf Tr Multisector Bd (PYLD) 2.5 $89M 3.4M 26.20
Spdr Ser Tr Portfolio S&p500 (SPYM) 2.5 $89M 1.2M 76.54
Apple (AAPL) 2.3 $81M 317k 253.79
Lattice Strategies Tr Hartford Mlt Etf (RODM) 1.9 $68M 1.7M 39.42
Dbx Etf Tr Xtrackers Us Nat (CRTC) 1.7 $62M 1.7M 35.45
Amazon (AMZN) 1.7 $61M 292k 208.27
Dbx Etf Tr Xtrackers S&p (SNPE) 1.6 $57M 958k 59.55
PIMCO Intermediate Mun Bond Strat Fund (MUNI) 1.4 $50M 963k 52.19
Alphabet Cap Stk Cl C (GOOGL) 1.4 $50M 174k 287.56
Microsoft Corporation (MSFT) 1.4 $50M 135k 370.17
American Centy Etf Tr Us Eqt Etf (AVUS) 1.3 $48M 431k 111.18
Spdr Index Shares Funds Portfolio Emg Mk Etf Cl A (SPEM) 1.3 $48M 1.0M 46.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $47M 97k 479.20
Thornburg Etf Tr Multi Sector Bd (TMB) 1.2 $44M 1.7M 25.51
Dbx Etf Tr Xtrack Msci Eafe (HDEF) 1.2 $43M 1.3M 32.41
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB) 1.2 $42M 1.7M 24.89
Spdr Series Trust S&p 600 Smcp Grw Etf Cl A (SLYG) 1.2 $42M 434k 96.62
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.1 $41M 1.6M 24.80
Simplify Exchange Traded Fun Aggregate Bond E (AGGH) 1.1 $38M 1.9M 20.35
Spdr Series Trust S&p 600 Smcp Val Etf S&p 600 Smcp Val (SLYV) 1.0 $36M 381k 94.58
Tcw Etf Trust Transform System (PWRD) 1.0 $36M 364k 97.77
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.9 $34M 366k 91.64
Meta Platforms Cl A (META) 0.9 $33M 57k 572.12
Ishares Tr Core S&p500 Etf (IVV) 0.9 $32M 49k 653.22
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.9 $32M 439k 71.75
Wisdomtree Tr Floatng Rat Trea (USFR) 0.9 $31M 616k 50.34
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.9 $31M 863k 35.37
Visa Com Cl A (V) 0.8 $30M 100k 302.24
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $29M 69k 426.40
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.8 $29M 641k 45.87
Spdr Series Trust S&p 400 Mdcp Grw Etf S&p 600 Smcp Val (MDYG) 0.8 $29M 306k 95.96
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.8 $29M 339k 84.84
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.8 $27M 684k 39.73
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.8 $27M 526k 50.98
Tesla Sponsored Ads (TSLA) 0.7 $26M 69k 371.75
Select Sector Spdr Tr Technology (XLK) 0.7 $25M 189k 132.90
JPMorgan Chase & Co. (JPM) 0.7 $25M 84k 294.16
J P Morgan Exchange Traded F ultra shrt (JPST) 0.6 $23M 452k 50.61
Ishares Tr Core Msci Eafe (IEFA) 0.6 $23M 250k 90.53
Select Sector Spdr Tr Indl (XLI) 0.6 $22M 136k 161.73
Spdr Series Trust S&p 400 Mdcp Val Etf S&p 600 Smcp Val (MDYV) 0.6 $21M 249k 85.15
Select Sector Spdr Tr Financial (XLF) 0.6 $21M 427k 49.37
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.6 $21M 456k 45.89
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.6 $21M 188k 110.47
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $21M 257k 80.58
Netflix (NFLX) 0.6 $20M 212k 96.15
Dimensional Etf Trust Us High Profitab (DUHP) 0.6 $20M 549k 36.76
Mastercard Incorporated Cl A (MA) 0.6 $20M 40k 499.66
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.5 $19M 476k 40.83
First Tr Exchange Traded Nasdq Semcndtr (FTXL) 0.5 $19M 130k 147.47
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $19M 33k 577.18
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.5 $19M 55k 337.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $18M 28k 650.33
First Tr Exchange-traded Indxx Aerospace (MISL) 0.5 $18M 409k 44.71
Charles Schwab Corporation (SCHW) 0.5 $18M 192k 93.98
Palantir Technologies Cl A (PLTR) 0.5 $18M 121k 146.28
Wal-Mart Stores (WMT) 0.5 $17M 140k 124.28
First Tr Exchange Traded Finls Alphadex (FXO) 0.5 $17M 304k 56.19
Simplify Exchange Traded Fun Health Care Etf (PINK) 0.5 $17M 503k 33.66
Ishares Tr Core Total Usd (IUSB) 0.5 $17M 366k 46.19
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.5 $17M 761k 22.21
Broadcom (AVGO) 0.5 $17M 54k 309.51
First Tr Exchange-traded Dj Internt Idx (FDN) 0.5 $16M 69k 234.03
Exxon Mobil Corporation (XOM) 0.4 $15M 90k 169.66
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.4 $15M 145k 103.37
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.4 $15M 74k 200.82
Applied Materials (AMAT) 0.4 $15M 44k 341.79
Global X Fds 1-3 Month T-bill (CLIP) 0.4 $15M 146k 100.36
Ishares Tr U.s. Tech Etf (IYW) 0.4 $14M 77k 181.42
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $14M 66k 211.16
Ea Ser Freedom 100 Em (FRDM) 0.4 $14M 249k 54.65
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.4 $14M 374k 36.11
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $13M 115k 113.12
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB) 0.4 $13M 385k 33.74
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $13M 108k 118.60
Alphabet Cap Stk Cl C (GOOG) 0.4 $13M 45k 286.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $13M 21k 597.55
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.4 $13M 157k 80.61
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.3 $12M 205k 58.18
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.3 $12M 345k 33.77
Crowdstrike Hldgs Cl A (CRWD) 0.3 $12M 30k 390.41
Philip Morris International (PM) 0.3 $11M 69k 165.34
Oracle Corporation (ORCL) 0.3 $11M 78k 147.11
Ishares Tr Us Sml Cap Eqt (SMLF) 0.3 $11M 150k 75.49
Costco Wholesale Corporation (COST) 0.3 $11M 11k 996.39
Ishares Core Msci Emkt (IEMG) 0.3 $11M 157k 69.75
Applovin Corp Com Cl A (APP) 0.3 $11M 28k 398.00
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $11M 100k 108.98
Uber Technologies (UBER) 0.3 $10M 145k 71.93
Vertiv Holdings Com Cl A (VRT) 0.3 $10M 40k 250.58
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $10M 222k 45.06
Spdr High Spdr Tr Tactic (SPHY) 0.3 $9.8M 420k 23.32
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.3 $9.5M 127k 75.19
Micron Technology (MU) 0.3 $9.5M 28k 337.84
Global X Fds Us Infr Dev Etf (PAVE) 0.3 $9.2M 182k 50.81
Ishares Tr Eafe Value Etf (EFV) 0.3 $9.2M 123k 74.35
Caterpillar (CAT) 0.3 $9.1M 13k 708.48
Spdr Gold Tr Gold Shs (GLD) 0.3 $9.1M 21k 430.28
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.3 $9.1M 230k 39.48
Dbx Etf Tr Xtrack Usd High (HYLB) 0.3 $9.1M 251k 36.16
Ishares Tr S&p 100 Etf (OEF) 0.3 $9.0M 28k 318.09
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.3 $9.0M 312k 28.72
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.2 $8.8M 54k 163.58
Texas Pacific Land Corp (TPL) 0.2 $8.4M 18k 474.57
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $8.3M 26k 320.81
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $8.2M 69k 118.62
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $8.2M 83k 99.27
Pimco Etf Tr Enhancd Short (EMNT) 0.2 $8.0M 81k 98.93
AmerisourceBergen (COR) 0.2 $8.0M 26k 314.13
Robinhood Mkts Com Cl A (HOOD) 0.2 $7.8M 112k 69.30
Cisco Systems (CSCO) 0.2 $7.6M 98k 77.59
Johnson & Johnson (JNJ) 0.2 $7.5M 31k 244.44
ConocoPhillips (COP) 0.2 $7.4M 56k 132.00
Ishares Tr Us Aer Def Etf (ITA) 0.2 $7.2M 33k 218.76
Home Depot (HD) 0.2 $7.2M 22k 328.89
Tidal Trust I Fundstrat Granny (GRNY) 0.2 $7.2M 300k 23.87
First Tr Exchange-traded Materials Alph (FXZ) 0.2 $7.0M 91k 76.21
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $6.8M 75k 90.94
Wells Fargo & Company (WFC) 0.2 $6.7M 85k 79.61
T Rowe Price Etf Cap Appreciation (TCAF) 0.2 $6.6M 187k 35.59
Medtronic SHS (MDT) 0.2 $6.6M 77k 86.65
Analog Devices (ADI) 0.2 $6.5M 21k 318.14
Ishares Gold Tr Ishares New (IAU) 0.2 $6.5M 74k 88.16
Walt Disney Company (DIS) 0.2 $6.4M 67k 96.38
J P Morgan Exchange Traded F Active Growth (JGRO) 0.2 $6.3M 75k 84.52
Dow (DOW) 0.2 $6.3M 152k 41.65
Starbucks Corporation (SBUX) 0.2 $6.3M 70k 89.59
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $6.2M 62k 100.57
Ishares Tr Russell 2000 Etf (IWM) 0.2 $6.2M 25k 248.00
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $6.2M 32k 191.82
General Dynamics Corporation (GD) 0.2 $6.1M 18k 343.21
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $6.0M 60k 100.72
Baker Hughes Company Cl A (BKR) 0.2 $6.0M 98k 61.05
Novartis Sponsored Adr (NVS) 0.2 $6.0M 39k 152.75
Iqvia Holdings (IQV) 0.2 $5.9M 35k 170.54
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $5.8M 60k 97.91
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.2 $5.8M 86k 67.12
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $5.8M 46k 125.46
salesforce (CRM) 0.2 $5.7M 31k 186.67
Intel Corporation (INTC) 0.2 $5.7M 128k 44.13
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.2 $5.6M 546k 10.33
Procter & Gamble Company (PG) 0.2 $5.6M 39k 144.44
Oneok (OKE) 0.2 $5.6M 62k 90.39
J P Morgan Exchange Traded F Betabuilders Usd (BBHY) 0.2 $5.6M 121k 45.83
Unilever Spon Adr New (UL) 0.2 $5.5M 96k 56.97
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.2 $5.4M 89k 60.12
Dominion Resources (D) 0.1 $5.3M 86k 61.82
Chevron Corporation (CVX) 0.1 $5.2M 25k 206.90
Rocket Cos Com Cl A (RKT) 0.1 $5.1M 357k 14.25
Astrazeneca Ord (AZN) 0.1 $5.1M 26k 197.22
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $5.0M 21k 237.62
Sanofi Sponsored Adr (SNY) 0.1 $5.0M 103k 48.18
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $4.9M 21k 240.01
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $4.9M 73k 67.53
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $4.9M 39k 124.31
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $4.9M 88k 55.24
American Centy Etf Tr Avantis Us Small (AVSC) 0.1 $4.8M 77k 62.30
Blackrock Etf Trust Ishares A I Inno (BAI) 0.1 $4.8M 145k 32.95
Becton, Dickinson and (BDX) 0.1 $4.8M 30k 157.23
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $4.8M 99k 48.32
Qualcomm (QCOM) 0.1 $4.8M 37k 128.78
Ishares Tr Mbs Etf (MBB) 0.1 $4.7M 50k 94.95
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $4.7M 22k 215.06
Palo Alto Networks (PANW) 0.1 $4.6M 29k 160.32
Huntington Bancshares Incorporated (HBAN) 0.1 $4.6M 297k 15.65
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.1 $4.6M 102k 44.62
Raytheon Technologies Corp (RTX) 0.1 $4.5M 23k 192.90
Verizon Communications (VZ) 0.1 $4.5M 89k 50.20
Bank of New York Mellon Corporation (BK) 0.1 $4.4M 38k 118.63
Amphenol Corp Cl A (APH) 0.1 $4.4M 35k 126.35
Blackrock Etf Trust Ishares Us Thema (THRO) 0.1 $4.3M 119k 36.22
RBB Motley Fol Etf (TMFC) 0.1 $4.2M 63k 65.97
Enterprise Products Partners (EPD) 0.1 $4.2M 110k 37.84
Amgen (AMGN) 0.1 $4.1M 12k 351.85
Celestica (CLS) 0.1 $4.1M 15k 281.68
Amplify Etf Tr Amplify Etho Cli (ETHO) 0.1 $4.1M 62k 66.08
Airbnb Com Cl A (ABNB) 0.1 $4.1M 32k 126.28
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $4.0M 72k 55.52
Coca-Cola Company (KO) 0.1 $3.9M 52k 76.05
Pepsi (PEP) 0.1 $3.9M 25k 155.29
Air Products & Chemicals (APD) 0.1 $3.9M 13k 290.48
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $3.9M 42k 92.28
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $3.8M 55k 68.28
Arista Networks Com Shs (ANET) 0.1 $3.7M 30k 122.78
Abbvie (ABBV) 0.1 $3.7M 17k 217.49
Simplify Exchange Traded Fun High Yield Etf (CDX) 0.1 $3.7M 173k 21.34
Bank of America Corporation (BAC) 0.1 $3.7M 76k 48.75
Autodesk (ADSK) 0.1 $3.7M 15k 239.39
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $3.6M 76k 47.53
HSBC HLDGS Spon Adr New (HSBC) 0.1 $3.6M 44k 82.49
At&t (T) 0.1 $3.6M 123k 28.99
Tortoise Capital Series Trus Global Water Fd (TBLU) 0.1 $3.5M 70k 50.42
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $3.5M 82k 42.54
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $3.5M 58k 59.78
Constellation Energy (CEG) 0.1 $3.4M 12k 279.26
Manulife Finl Corp (MFC) 0.1 $3.4M 100k 34.44
Ishares Tr Core Intl Aggr (IAGG) 0.1 $3.4M 69k 50.04
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $3.4M 44k 77.18
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $3.4M 60k 56.58
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $3.4M 23k 148.10
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $3.4M 46k 73.64
Impax Funds Series Trust I Global Infrastru (BLDX) 0.1 $3.3M 130k 25.65
Harbor Etf Trust Long Term Grower (WINN) 0.1 $3.3M 120k 27.73
Advanced Micro Devices (AMD) 0.1 $3.3M 16k 203.43
Fortinet (FTNT) 0.1 $3.2M 40k 81.72
Ishares Tr Core Div Grwth (DGRO) 0.1 $3.2M 46k 70.18
Ge Aerospace Com New (GE) 0.1 $3.2M 11k 283.78
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $3.2M 15k 213.67
Bitmine Immersion Tecnologie Com New (BMNR) 0.1 $3.1M 159k 19.78
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $3.1M 16k 191.91
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $3.1M 102k 30.68
Check Point Software Tech Lt Ord (CHKP) 0.1 $3.1M 22k 142.85
Duke Energy Corp Com New (DUK) 0.1 $3.1M 24k 130.94
Cameco Corporation (CCJ) 0.1 $3.1M 28k 108.61
International Business Machines (IBM) 0.1 $3.1M 13k 242.39
Lam Research Corp Com New (LRCX) 0.1 $3.1M 14k 213.65
Williams Companies (WMB) 0.1 $3.0M 42k 72.78
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $3.0M 59k 51.93
Union Pacific Corporation (UNP) 0.1 $3.0M 13k 242.62
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 0.1 $3.0M 68k 44.61
Ishares Tr National Mun Etf (MUB) 0.1 $3.0M 28k 106.15
Intercontinental Exchange (ICE) 0.1 $3.0M 19k 157.28
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $3.0M 41k 73.14
TJX Companies (TJX) 0.1 $2.9M 18k 159.70
Global X Msci Nxt Emrng (QYLD) 0.1 $2.9M 171k 17.15
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $2.9M 12k 248.84
Merck & Co (MRK) 0.1 $2.9M 24k 120.29
Almonty Inds Com New (ALM) 0.1 $2.8M 196k 14.48
Ishares Tr Core High Dv Etf (HDV) 0.1 $2.8M 21k 135.72
First Tr Exchange Traded Nasdq Oil Gas (FTXN) 0.1 $2.8M 72k 38.60
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD) 0.1 $2.8M 46k 59.74
Ishares Ethereum Tr SHS (ETHA) 0.1 $2.7M 171k 15.83
Coinbase Global Com Cl A (COIN) 0.1 $2.7M 15k 174.61
Vanguard Index Fds Value Etf (VTV) 0.1 $2.7M 14k 196.20
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $2.6M 34k 79.06
Boeing Company (BA) 0.1 $2.6M 13k 199.02
Adobe Systems Incorporated (ADBE) 0.1 $2.6M 11k 243.08
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $2.6M 36k 71.13
Southern Company (SO) 0.1 $2.6M 27k 96.52
Pfizer (PFE) 0.1 $2.5M 89k 28.08
Newmont Mining Corporation (NEM) 0.1 $2.5M 23k 108.25
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $2.5M 27k 92.69
Bristol Myers Squibb (BMY) 0.1 $2.4M 40k 60.65
Amrize SHS (AMRZ) 0.1 $2.4M 43k 56.02
American Centy Etf Tr Avantis Us Larg (AVLC) 0.1 $2.4M 31k 77.55
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $2.3M 38k 61.26
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $2.3M 56k 41.54
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $2.3M 11k 208.06
Fidelity Covington Trust Enhanced Intl (FENI) 0.1 $2.3M 62k 37.20
Hartford Financial Services (HIG) 0.1 $2.3M 17k 135.23
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $2.2M 58k 38.42
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $2.2M 44k 50.37
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $2.2M 57k 38.77
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.1 $2.2M 40k 55.66
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $2.2M 36k 60.44
First Tr Exchange-traded A Com Shs (FAD) 0.1 $2.2M 14k 158.92
Nucor Corporation (NUE) 0.1 $2.2M 13k 169.10
Roku Com Cl A (ROKU) 0.1 $2.2M 23k 94.62
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $2.2M 48k 45.62
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $2.2M 25k 88.02
Bhp Billiton Sponsored Ads (BHP) 0.1 $2.1M 29k 72.74
First Tr Value Line Divid In SHS (FVD) 0.1 $2.1M 45k 47.03
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.1 $2.1M 42k 50.12
Morgan Stanley Com New (MS) 0.1 $2.1M 13k 164.57
Comcast Corporation (CMCSA) 0.1 $2.1M 73k 28.71
Masco Corporation (MAS) 0.1 $2.1M 35k 60.37
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $2.1M 53k 38.86
Tcg Bdc (CGBD) 0.1 $2.0M 187k 10.94
Dex (DXCM) 0.1 $2.0M 32k 62.80
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.1 $2.0M 22k 92.34
American Centy Etf Tr International Lr (AVIV) 0.1 $2.0M 27k 74.83
Liquidia Corporation Com New (LQDA) 0.1 $2.0M 52k 37.74
Global X Fds Defense Tech Etf (SHLD) 0.1 $1.9M 28k 70.84
Spdr Series Trust State Street Spd (SDY) 0.1 $1.9M 13k 145.94
Ares Capital Corporation (ARCC) 0.1 $1.9M 107k 18.02
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $1.9M 45k 41.08
Servicenow (NOW) 0.1 $1.9M 18k 104.55
Blackrock Etf Trust Ii Short Duration H (SHYM) 0.1 $1.8M 84k 22.02
Patrick Industries (PATK) 0.1 $1.8M 17k 111.07
Lattice Strategies Tr Hartford Us Eqty (ROUS) 0.1 $1.8M 31k 59.04
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $1.8M 54k 33.97
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $1.8M 36k 50.95
Flextronics Intl Ord (FLEX) 0.1 $1.8M 27k 65.46
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $1.8M 28k 62.68
Spdr Series Trust State Street Spd (SPTS) 0.0 $1.8M 61k 29.18
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.0 $1.7M 35k 49.50
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 0.0 $1.7M 73k 23.51
Franklin Etf Tr Shrt Dur Us Govt (FTSD) 0.0 $1.7M 19k 90.78
Ford Motor Company (F) 0.0 $1.7M 145k 11.54
Enbridge (ENB) 0.0 $1.7M 31k 54.14
Corteva (CTVA) 0.0 $1.7M 20k 83.71
Ishares Tr Trust Ishare 0-1 (SHV) 0.0 $1.6M 15k 110.39
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $1.6M 207k 7.94
Pimco Etf Tr Ultra Short Govt (BILZ) 0.0 $1.6M 16k 100.97
3M Company (MMM) 0.0 $1.6M 11k 145.23
O'reilly Automotive (ORLY) 0.0 $1.6M 17k 92.31
First Tr Exchange Traded Utilities Alph (FXU) 0.0 $1.6M 32k 49.59
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.0 $1.6M 29k 54.93
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $1.6M 17k 92.76
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.0 $1.6M 45k 35.32
Abbott Laboratories (ABT) 0.0 $1.6M 15k 102.67
Clear Secure Com Cl A (YOU) 0.0 $1.6M 32k 48.41
Altria (MO) 0.0 $1.6M 24k 65.99
Rbb Fund Trust First Eagle Over (FEOE) 0.0 $1.5M 31k 50.46
Strategy Cl A New (MSTR) 0.0 $1.5M 12k 124.80
Victory Portfolios Ii Shares Free Cash (VFLO) 0.0 $1.5M 39k 39.48
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $1.5M 26k 58.54
Spdr Series Trust Portfolio S&p400 (SPMD) 0.0 $1.5M 26k 59.22
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.0 $1.5M 31k 49.37
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.0 $1.5M 21k 71.61
Global X Fds Adaptive Us (AUSF) 0.0 $1.5M 31k 48.35
American Centy Etf Tr Us Quality Grow (QGRO) 0.0 $1.5M 14k 105.03
Vaneck Etf Trust Uranium And Nucl (NLR) 0.0 $1.5M 11k 133.19
Red Rock Resorts Cl A (RRR) 0.0 $1.5M 28k 53.36
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.0 $1.5M 33k 44.80
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $1.5M 23k 64.08
Nextera Energy (NEE) 0.0 $1.5M 16k 92.88
Totalenergies Se Act (TTE) 0.0 $1.5M 16k 90.98
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $1.4M 15k 95.44
Oklo Com Cl A (OKLO) 0.0 $1.4M 29k 49.59
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.0 $1.4M 36k 39.43
Wisdomtree Tr Wisdomtree Us Va (WTV) 0.0 $1.4M 15k 94.73
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $1.4M 18k 77.11
Entergy Corporation (ETR) 0.0 $1.4M 12k 112.36
Wheaton Precious Metals Corp (WPM) 0.0 $1.4M 11k 131.01
Bluerock Pvt Real Estate (BPRE) 0.0 $1.4M 82k 16.61
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $1.4M 49k 27.85
American Healthcare Reit Com Shs (AHR) 0.0 $1.4M 29k 47.16
General Motors Company (GM) 0.0 $1.3M 18k 74.50
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.0 $1.3M 52k 25.55
Wisdomtree Tr Us Multifactor (USMF) 0.0 $1.3M 27k 49.38
First Tr Exchng Traded Fd Vi Tcw Opportinis (FIXD) 0.0 $1.3M 30k 43.59
American Intl Group Com New (AIG) 0.0 $1.3M 17k 75.25
Roblox Corp Cl A (RBLX) 0.0 $1.3M 23k 56.56
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $1.3M 11k 120.04
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $1.3M 14k 92.74
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $1.3M 13k 97.23
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $1.3M 13k 96.70
Citigroup Com New (C) 0.0 $1.3M 11k 113.41
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $1.3M 26k 48.93
Trust For Professional Man Convergence Lng (CLSE) 0.0 $1.3M 45k 28.14
Apollo Global Mgmt (APO) 0.0 $1.2M 11k 111.42
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $1.2M 60k 20.41
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $1.2M 42k 29.13
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $1.2M 24k 49.69
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $1.2M 15k 82.75
Marvell Technology (MRVL) 0.0 $1.2M 12k 99.05
Beam Therapeutics (BEAM) 0.0 $1.2M 50k 23.83
Spdr Series Trust State Street Spd (FLRN) 0.0 $1.2M 39k 30.78
Ishares Tr Conv Bd Etf (ICVT) 0.0 $1.2M 12k 101.79
Ssga Active Etf Tr State Street Bla (SRLN) 0.0 $1.2M 29k 40.14
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.0 $1.2M 10k 115.24
First Tr Exchange-traded Cloud Computing (SKYY) 0.0 $1.2M 11k 109.36
Circle Internet Group Com Cl A (CRCL) 0.0 $1.2M 12k 95.41
Mondelez Intl Cl A (MDLZ) 0.0 $1.1M 20k 57.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $1.1M 21k 54.05
Nasdaq Omx (NDAQ) 0.0 $1.1M 13k 84.89
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $1.1M 12k 93.93
Omni (OMC) 0.0 $1.1M 15k 75.31
Etfis Ser Tr I Virtus Newfleet (NFLT) 0.0 $1.1M 50k 22.75
eBay (EBAY) 0.0 $1.1M 12k 91.02
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.0 $1.1M 12k 93.87
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $1.1M 13k 86.69
Cenovus Energy (CVE) 0.0 $1.1M 41k 26.53
Ishares Tr Msci Eafe Etf (EFA) 0.0 $1.1M 11k 97.13
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.0 $1.1M 20k 53.77
CRH Ord (CRH) 0.0 $1.1M 10k 105.12
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $1.1M 18k 61.64
Ishares Msci Emerg Mrkt (EEMV) 0.0 $1.1M 17k 64.73
Haleon Spon Ads (HLN) 0.0 $1.0M 105k 10.01
First Tr Exchange-traded No Amer Energy (EMLP) 0.0 $1.0M 24k 43.66
Sun Life Financial (SLF) 0.0 $1.0M 17k 62.56
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.0 $1.0M 14k 76.02
BP Sponsored Adr (BP) 0.0 $1.0M 22k 47.00
Ishares Tr TRS FLT RT BD (TFLO) 0.0 $1.0M 20k 50.63
Ishares Silver Tr Ishares (SLV) 0.0 $1.0M 15k 68.14
Ea Series Trust Stance Sustainab (CHGX) 0.0 $1.0M 38k 26.82
J P Morgan Exchange Traded F Jpmorgan Ltd Dur (JPLD) 0.0 $995k 19k 52.19
Ishares Tr Robotics Artif (ARTY) 0.0 $993k 21k 46.53
Evergy (EVRG) 0.0 $989k 12k 81.92
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $984k 13k 75.10
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $982k 51k 19.30
Franklin Templeton Etf Tr Franklin Asia (FLAX) 0.0 $940k 31k 30.56
Dynex Cap (DX) 0.0 $936k 73k 12.76
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $928k 11k 82.57
Ark Etf Tr Innovation Etf (ARKK) 0.0 $924k 14k 67.59
Victory Portfolios Ii Victoryshares Sm (SFLO) 0.0 $924k 31k 30.03
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.0 $923k 19k 49.99
D-wave Quantum (QBTS) 0.0 $923k 64k 14.43
Voya Financial (VOYA) 0.0 $907k 13k 68.32
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.0 $893k 17k 52.46
Blackrock Etf Trust Dynamic Eqty Act (BDYN) 0.0 $885k 36k 24.31
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $876k 15k 56.79
Invesco Actively Managed Exc Msci Eafe Income (EFAA) 0.0 $875k 17k 52.74
Equity Bancshares Com Cl A (EQBK) 0.0 $872k 20k 44.41
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $871k 17k 52.76
Monster Beverage Corp (MNST) 0.0 $860k 12k 72.46
First Tr Exchange-traded SHS (FDL) 0.0 $846k 17k 50.80
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.0 $838k 32k 26.30
Exchange Traded Concepts Tru Robo Glb Etf (ROBO) 0.0 $834k 12k 68.43
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $831k 13k 62.56
First Tr Exchange Traded Indls Prod Dur (FXR) 0.0 $828k 10k 81.63
Oppfi Com Cl A (OPFI) 0.0 $825k 107k 7.71
Simplify Exchange Traded Fun Managed Futures (CTA) 0.0 $819k 27k 30.22
Ishares Tr Blockchain & Tec (IBLC) 0.0 $793k 22k 36.54
Bk Nova Cad (BNS) 0.0 $780k 11k 69.31
Fs Kkr Capital Corp (FSK) 0.0 $780k 77k 10.18
GSK Sponsored Adr (GSK) 0.0 $761k 14k 55.19
Blackrock Etf Trust Disciplined Vola (BDVL) 0.0 $759k 31k 24.65
Chipotle Mexican Grill (CMG) 0.0 $755k 24k 32.01
Main Street Capital Corporation (MAIN) 0.0 $747k 14k 52.96
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.0 $746k 15k 50.66
Truist Financial Corp equities (TFC) 0.0 $737k 16k 45.97
Realty Income (O) 0.0 $734k 12k 61.18
Gildan Activewear Inc Com Cad (GIL) 0.0 $719k 13k 55.65
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $716k 13k 54.55
Global X Fds Dow 30 Covered C (DJIA) 0.0 $708k 34k 21.04
Commerce Bancshares (CBSH) 0.0 $706k 14k 49.20
Pimco Etf Tr Mtg Bkd Secs Act (PMBS) 0.0 $697k 14k 49.60
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $689k 27k 25.62
Exchange Listed Fds Tr Plus Korea Defe (KDEF) 0.0 $688k 13k 52.73
Tortoise Energy Infrastructure closed end funds (TYG) 0.0 $685k 14k 49.85
Wisdomtree Tr Currncy Int Eq (DDWM) 0.0 $683k 16k 44.11
Pegasystems (PEGA) 0.0 $682k 16k 42.56
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.0 $681k 12k 54.84
The Trade Desk Com Cl A (TTD) 0.0 $676k 30k 22.69
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $663k 13k 49.40
CSX Corporation (CSX) 0.0 $658k 16k 41.05
Navitas Semiconductor Corp-a (NVTS) 0.0 $653k 74k 8.77
Us Bancorp Del Com New (USB) 0.0 $648k 13k 52.01
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.0 $619k 45k 13.67
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.0 $617k 11k 54.11
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.0 $616k 70k 8.78
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.0 $605k 24k 24.79
Kinder Morgan (KMI) 0.0 $600k 18k 33.53
Barclays Adr (BCS) 0.0 $600k 28k 21.16
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.0 $598k 15k 39.81
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $595k 11k 52.54
Docusign (DOCU) 0.0 $594k 13k 47.41
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) 0.0 $590k 12k 50.75
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.0 $586k 12k 48.08
Carriage Services (CSV) 0.0 $583k 13k 45.66
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $580k 12k 49.89
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.0 $578k 12k 48.71
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.0 $575k 12k 49.81
Wisdomtree Tr Putwire Strat (WTPI) 0.0 $570k 18k 31.91
Crispr Therapeutics Namen Akt (CRSP) 0.0 $544k 11k 47.57
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $543k 12k 46.74
Janus Detroit Str Tr Henderson Securi (JSI) 0.0 $542k 11k 51.55
Nuveen Muni Value Fund (NUV) 0.0 $540k 60k 8.99
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.0 $536k 37k 14.42
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $534k 12k 45.52
Ishares Tr Broad Usd High (USHY) 0.0 $521k 14k 36.84
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.0 $519k 12k 44.85
Nokia Corp Sponsored Adr (NOK) 0.0 $494k 62k 8.04
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) 0.0 $492k 10k 48.89
Vishay Intertechnology (VSH) 0.0 $487k 27k 18.00
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $483k 56k 8.62
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $480k 21k 22.91
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 0.0 $480k 18k 26.27
Innovator Etfs Trust Quity Managd Flr (SFLR) 0.0 $478k 14k 35.41
Jd.com Spon Ads Cl A (JD) 0.0 $472k 16k 29.57
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $468k 10k 45.65
Maplebear (CART) 0.0 $466k 12k 37.46
DNP Select Income Fund (DNP) 0.0 $465k 45k 10.30
Global X Fds S&p 500 Covered (XYLD) 0.0 $465k 12k 39.13
Pimco Dynamic Income SHS (PDI) 0.0 $463k 27k 17.11
John Hancock Exchange Traded Multifactr Sml (JHSC) 0.0 $462k 11k 42.89
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $459k 41k 11.23
Eaton Vance Tax-advntg Glbl Di (ETG) 0.0 $447k 22k 20.12
Listed Fds Tr Swan Hedged Eqty (HEGD) 0.0 $445k 18k 24.70
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.0 $440k 26k 17.12
Managed Portfolio Series Kensington Hedge (KHPI) 0.0 $436k 18k 24.21
Fidelity Covington Trust Enhanced Mid (FMDE) 0.0 $431k 12k 35.96
Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $429k 12k 35.44
Destiny Tech100 Com Shs (DXYZ) 0.0 $419k 16k 26.78
Eaton Vance Risk Managed Diversified (ETJ) 0.0 $418k 51k 8.17
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 0.0 $413k 11k 39.19
Sofi Technologies (SOFI) 0.0 $412k 26k 15.88
Franklin Templeton Etf Tr Income Focus Etf (INCM) 0.0 $412k 14k 28.75
Advent Claymore Convertible Sec & Inc (AVK) 0.0 $410k 37k 11.16
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $409k 23k 17.75
Vaneck Etf Trust Emerging Mrkt Hi (HYEM) 0.0 $396k 20k 19.73
Soundhound Ai Class A Com (SOUN) 0.0 $394k 57k 6.87
Eaton Vance Enhanced Equity Income Fund (EOI) 0.0 $392k 21k 18.78
Robert Half International (RHI) 0.0 $389k 15k 25.40
Fidelity Covington Trust Enhanced Large (FELG) 0.0 $375k 10k 37.49
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.0 $374k 13k 28.00
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.0 $372k 70k 5.32
Blackrock Multi-sector Incom other (BIT) 0.0 $368k 29k 12.52
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) 0.0 $367k 13k 27.57
Amplify Etf Tr Amplify Junior S (SILJ) 0.0 $365k 12k 29.72
Global X Us Pfd Etf (PFFD) 0.0 $357k 19k 18.40
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) 0.0 $347k 13k 26.27
Dropbox Cl A (DBX) 0.0 $341k 15k 22.72
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $339k 66k 5.10
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.0 $335k 14k 24.10
Starwood Property Trust (STWD) 0.0 $331k 19k 17.22
Nio Spon Ads (NIO) 0.0 $330k 55k 6.03
Joby Aviation Common Stock (JOBY) 0.0 $326k 40k 8.26
Msc Income Fund (MSIF) 0.0 $323k 27k 12.18
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $308k 12k 25.64
Ionq Inc Pipe (IONQ) 0.0 $304k 11k 28.83
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.0 $294k 13k 22.95
Vaneck Etf Trust Africa Index Etf (AFK) 0.0 $279k 11k 25.75
Peak (DOC) 0.0 $269k 16k 16.43
Graniteshares Platinum Tr Shs Ben Int (PLTM) 0.0 $263k 14k 18.91
Sony Group Corp Sponsored Adr (SONY) 0.0 $254k 12k 20.70
Serve Robotics (SERV) 0.0 $250k 30k 8.44
Fs Specialty Lending Com Sh Ben Int (FSSL) 0.0 $245k 20k 12.51
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $243k 14k 17.32
Unity Software (U) 0.0 $236k 11k 21.94
Peakstone Realty Trust Common Shares (PKST) 0.0 $233k 11k 20.89
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $229k 21k 10.88
Rivian Automotive Com Cl A (RIVN) 0.0 $228k 15k 15.05
Vaneck Etf Trust Long Muni Etf (MLN) 0.0 $215k 12k 17.44
Etfis Ser Tr I Virtus Infrcap (PFFA) 0.0 $210k 10k 20.36
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $209k 11k 19.63