Winch Advisory Services

Winch Advisory Services as of June 30, 2025

Portfolio Holdings for Winch Advisory Services

Winch Advisory Services holds 510 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
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 10.6 $44M 581k 74.89
NVIDIA Corporation (NVDA) 8.1 $33M 210k 157.99
Vanguard Short Term Treasury Etf Etf (VGSH) 7.0 $29M 485k 58.78
Vanguard Intermediate Term Corp Bond Etf Etf (VCIT) 6.1 $25M 302k 82.92
Apple (AAPL) 5.7 $23M 113k 205.17
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 5.3 $22M 238k 91.73
Capital Group Fixed Income U S Multi Sector Income Etf Etf (CGMS) 5.0 $21M 741k 27.62
Microsoft Corporation (MSFT) 5.0 $20M 41k 497.41
Amazon (AMZN) 4.4 $18M 82k 219.39
Ishares Short Treasury Bond Etf Etf (SHV) 3.0 $12M 112k 110.42
Berkshire Hathaway (BRK.B) 2.9 $12M 25k 485.77
Alphabet Inc Class C cs (GOOG) 2.8 $11M 64k 177.39
JPMorgan Chase & Co. (JPM) 1.7 $7.0M 24k 289.90
Netflix (NFLX) 1.7 $7.0M 5.2k 1339.25
Goldman Sachs Access Treasury 0-1yr Etf Etf (GBIL) 1.7 $6.8M 68k 100.15
Visa (V) 1.6 $6.6M 19k 355.04
Stryker Corporation (SYK) 1.4 $5.7M 14k 395.63
Invesco Qqq Etf Etf (QQQ) 1.4 $5.7M 10k 551.65
Facebook Inc cl a (META) 1.3 $5.3M 7.2k 738.12
Goldman Sachs Physical Gold Etf Etf (AAAU) 1.2 $4.8M 148k 32.68
Spdr S&p 500 Etf Etf (SPY) 1.1 $4.4M 7.2k 617.89
salesforce (CRM) 0.9 $3.5M 13k 272.68
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY) 0.8 $3.5M 42k 82.86
Marvell Technology (MRVL) 0.8 $3.4M 44k 77.40
Costco Wholesale Corporation (COST) 0.8 $3.2M 3.3k 990.06
Citigroup (C) 0.8 $3.2M 37k 85.12
Vanguard Total Stock Market Etf Etf (VTI) 0.8 $3.2M 10k 303.94
Spdr Emerging Markets Etf Etf (SPEM) 0.7 $3.0M 70k 42.74
Adobe Systems Incorporated (ADBE) 0.6 $2.3M 6.1k 386.86
Walt Disney Company (DIS) 0.5 $2.2M 18k 124.01
Coca-Cola Company (KO) 0.5 $2.1M 30k 70.75
Spdr Portfolio Intermediate Term Corp Bond Etf Etf (SPIB) 0.5 $2.1M 62k 33.58
MasterCard Incorporated (MA) 0.4 $1.8M 3.2k 561.88
Spdr Aggregate Bond Etf Etf (SPAB) 0.4 $1.7M 68k 25.60
Raytheon Technologies Corp (RTX) 0.4 $1.7M 12k 146.02
Honeywell International (HON) 0.4 $1.7M 7.2k 232.88
Verizon Communications (VZ) 0.4 $1.6M 38k 43.27
Texas Instruments Incorporated (TXN) 0.4 $1.5M 7.2k 207.63
Tesla Motors (TSLA) 0.4 $1.5M 4.7k 317.66
eBay (EBAY) 0.3 $1.4M 19k 74.46
Paypal Holdings (PYPL) 0.3 $1.2M 17k 74.32
Wal-Mart Stores (WMT) 0.3 $1.2M 12k 97.78
Procter & Gamble Company (PG) 0.3 $1.2M 7.4k 159.31
Northrop Grumman Corporation (NOC) 0.3 $1.0M 2.1k 499.88
Starbucks Corporation (SBUX) 0.2 $997k 11k 91.63
Nike (NKE) 0.2 $964k 14k 71.04
Chevron Corporation (CVX) 0.2 $954k 6.7k 143.18
Vanguard Growth Etf Etf (VUG) 0.2 $918k 2.1k 438.42
Ishares Broad Usd High Yield Corporate Bd Etf Etf (USHY) 0.2 $875k 23k 37.51
Vanguard Intermediate Term Treasury Index Etf Etf (VGIT) 0.2 $866k 15k 59.81
Medtronic (MDT) 0.2 $815k 9.4k 87.17
Vanguard Short Term Corp Bond Etf Etf (VCSH) 0.2 $813k 10k 79.50
Wec Energy Group (WEC) 0.2 $794k 7.6k 104.20
Vaneck Semiconductor Etf Etf (SMH) 0.2 $779k 2.8k 278.86
Alphabet Inc Class A cs (GOOGL) 0.2 $770k 4.4k 176.24
Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.2 $724k 25k 29.29
Spdr Gold Trust Gold Shares Etf (GLD) 0.2 $723k 2.4k 304.83
Exxon Mobil Corporation (XOM) 0.2 $723k 6.7k 107.81
Wisdomtree Yield Enhanced U S Aggregate Bond Etf Etf (AGGY) 0.2 $706k 16k 43.63
Asml Holding (ASML) 0.2 $705k 880.00 801.22
Lockheed Martin Corporation (LMT) 0.2 $637k 1.4k 463.30
Advanced Micro Devices (AMD) 0.2 $634k 4.5k 141.90
Ishares Gold Trust Etf Etf (IAU) 0.1 $573k 9.2k 62.36
Vanguard Financials Etf Etf (VFH) 0.1 $573k 4.5k 127.29
3M Company (MMM) 0.1 $543k 3.6k 152.26
KLA-Tencor Corporation (KLAC) 0.1 $530k 592.00 894.98
Johnson & Johnson (JNJ) 0.1 $515k 3.4k 152.75
Roper Industries (ROP) 0.1 $503k 887.00 567.13
Vanguard Health Care Etf Etf (VHT) 0.1 $480k 1.9k 248.38
Wisdomtree Yield Enhanced U S Short Term Aggregate Bd Etf Etf (SHAG) 0.1 $463k 9.7k 47.87
UnitedHealth (UNH) 0.1 $462k 1.5k 311.97
Taiwan Semiconductor Mfg (TSM) 0.1 $456k 2.0k 226.46
Deere & Company (DE) 0.1 $456k 896.00 508.42
Pfizer (PFE) 0.1 $424k 18k 24.24
BP (BP) 0.1 $389k 13k 29.93
At&t (T) 0.1 $380k 13k 28.94
McDonald's Corporation (MCD) 0.1 $368k 1.3k 292.12
Nextera Energy (NEE) 0.1 $353k 5.1k 69.42
Vanguard Materials Etf Etf (VAW) 0.1 $350k 1.8k 194.88
Lam Research (LRCX) 0.1 $324k 3.3k 97.34
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.1 $318k 5.6k 56.85
Vanguard S&p 500 Index Etf Etf (VOO) 0.1 $315k 554.00 567.68
Vanguard Industrials Etf Etf (VIS) 0.1 $310k 1.1k 280.08
Broadcom (AVGO) 0.1 $262k 952.00 275.56
Vanguard High Dividend Yield Etf Etf (VYM) 0.1 $260k 1.9k 133.31
Spdr Ssga Ultra Short Term Bond Etf Etf (ULST) 0.1 $258k 6.4k 40.66
Waste Management (WM) 0.1 $257k 1.1k 228.81
Technology Select Sector Spdr Etf Etf (XLK) 0.1 $248k 979.00 253.20
Cheniere Energy (LNG) 0.1 $248k 1.0k 243.58
Micron Technology (MU) 0.1 $244k 2.0k 123.25
Vanguard Value Etf Etf (VTV) 0.1 $230k 1.3k 176.69
Kimberly-Clark Corporation (KMB) 0.1 $223k 1.7k 128.95
Wells Fargo & Company (WFC) 0.1 $222k 2.8k 80.12
Ishares Bitcoin Trust Etf Etf (IBIT) 0.1 $217k 3.5k 61.21
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.1 $212k 4.0k 52.34
Robo Global Robotics & Automation Index Etf Etf (ROBO) 0.1 $206k 3.4k 59.79
American Conservative Values Etf Etf (ACVF) 0.1 $205k 4.3k 47.16
Ford Motor Company (F) 0.1 $205k 19k 10.85
Industries N shs - a - (LYB) 0.0 $185k 3.2k 57.87
Spdr Dow Jones Industrial Average Etf Etf (DIA) 0.0 $172k 390.00 440.09
Ishares U S Aerospace & Defense Etf Etf (ITA) 0.0 $169k 894.00 188.57
Valero Energy Corporation (VLO) 0.0 $168k 1.3k 134.38
Global X Robotics A I Etf Etf (BOTZ) 0.0 $160k 4.9k 32.65
Ishares Msci Emerging Markets Etf Etf (EEM) 0.0 $160k 3.3k 48.24
Spdr Developed World Ex-us Etf Etf (SPDW) 0.0 $158k 3.9k 40.49
Valvoline Inc Common (VVV) 0.0 $149k 3.9k 37.87
Vanguard Dividend Appreciation Index Fund Etf Etf (VIG) 0.0 $134k 656.00 204.82
Energy Select Sector Spdr Etf Etf (XLE) 0.0 $134k 1.6k 84.82
Ishares Silver Trust Etf (SLV) 0.0 $130k 4.0k 32.81
Abbvie (ABBV) 0.0 $129k 694.00 185.56
ConocoPhillips (COP) 0.0 $127k 1.4k 89.75
Amcor (AMCR) 0.0 $126k 14k 9.19
Altria (MO) 0.0 $125k 2.1k 58.63
Fidelity National Information Services (FIS) 0.0 $119k 1.5k 81.41
Freeport-McMoRan Copper & Gold (FCX) 0.0 $119k 2.7k 43.35
Agnc Invt Corp Com reit (AGNC) 0.0 $115k 13k 9.19
Dow (DOW) 0.0 $113k 4.3k 26.48
Pepsi (PEP) 0.0 $112k 850.00 132.07
Abrdn Physical Precious Metals Basket Etf Etf (GLTR) 0.0 $111k 802.00 138.15
Capital Group Dividend Value Etf Etf (CGDV) 0.0 $110k 2.8k 39.49
Boeing Company (BA) 0.0 $109k 518.00 209.53
Ishares Russell 2000 Etf Etf (IWM) 0.0 $108k 502.00 215.71
Caterpillar (CAT) 0.0 $104k 267.00 387.99
Communication Services Select Sector Spdr Etf Etf (XLC) 0.0 $103k 953.00 108.49
Metropcs Communications (TMUS) 0.0 $102k 427.00 238.27
Financial Select Sector Spdr Etf Etf (XLF) 0.0 $100k 1.9k 52.38
EOG Resources (EOG) 0.0 $97k 807.00 119.58
Occidental Petroleum Corporation (OXY) 0.0 $92k 2.2k 42.00
Cisco Systems (CSCO) 0.0 $92k 1.3k 69.39
Marathon Petroleum Corp (MPC) 0.0 $91k 550.00 166.21
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.0 $90k 943.00 95.33
Ishares Biotechnology Etf Etf (IBB) 0.0 $87k 688.00 126.43
Ishares Core U S Aggregate Bond Etf Etf (AGG) 0.0 $86k 864.00 99.19
Xcel Energy (XEL) 0.0 $83k 1.2k 68.09
Wp Carey (WPC) 0.0 $82k 1.3k 62.39
Bank of America Corporation (BAC) 0.0 $81k 1.7k 47.31
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $81k 1.6k 49.45
Huntington Bancshares Incorporated (HBAN) 0.0 $78k 4.6k 16.76
Eli Lilly & Co. (LLY) 0.0 $76k 98.00 779.85
Eaton (ETN) 0.0 $76k 213.00 356.77
Qualcomm (QCOM) 0.0 $74k 466.00 159.20
Kraft Heinz (KHC) 0.0 $71k 2.7k 25.82
Schwab Fundamental Intl Equity Etf Etf (FNDF) 0.0 $70k 1.7k 40.01
Healthcare Select Sector Spdr Etf Etf (XLV) 0.0 $69k 510.00 134.83
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.0 $68k 940.00 72.69
Capital Group Fixed Core Plus Income Etf Etf (CGCP) 0.0 $64k 2.9k 22.50
Nicolet Bankshares (NIC) 0.0 $63k 511.00 123.37
Vanguard Mega Cap Growth Etf Etf (MGK) 0.0 $61k 167.00 365.32
Southern Company (SO) 0.0 $60k 658.00 91.85
Main Street Capital Corporation (MAIN) 0.0 $60k 1.0k 59.13
Philip Morris International (PM) 0.0 $60k 327.00 182.20
Capital Group Growth Etf Etf (CGGR) 0.0 $60k 1.5k 40.64
Ishares Core S&p U S Growth Etf Etf (IUSG) 0.0 $58k 384.00 150.34
Ashland (ASH) 0.0 $57k 1.1k 50.29
Ishares Core S&p Total U S Stock Market Etf Etf (ITOT) 0.0 $56k 413.00 135.18
Vanguard Mid Cap Etf Etf (VO) 0.0 $55k 198.00 279.96
Dupont De Nemours (DD) 0.0 $55k 801.00 68.56
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $54k 496.00 109.39
Jpmorgan Ultra Short Income Etf Etf (JPST) 0.0 $53k 1.0k 50.67
Ishare Global Energy Etf Etf (IXC) 0.0 $51k 1.3k 39.29
Spdr Tips Etf Etf (SPIP) 0.0 $51k 1.9k 26.07
Inspire 100 Etf Etf (BIBL) 0.0 $49k 1.2k 41.33
Illinois Tool Works (ITW) 0.0 $46k 186.00 246.75
Vanguard Mid Cap Growth Etf Etf (VOT) 0.0 $46k 160.00 284.54
Principal Financial (PFG) 0.0 $45k 572.00 79.40
Jacobs Engineering Group (J) 0.0 $45k 343.00 131.50
Utilities Select Sector Spdr Etf Etf (XLU) 0.0 $45k 551.00 81.59
Public Storage (PSA) 0.0 $45k 153.00 293.18
Spdr S&p Mid Cap 400 Etf Etf (MDY) 0.0 $45k 79.00 566.48
Capital Group Core Equity Etf Etf (CGUS) 0.0 $44k 1.2k 36.92
Palantir Technologies (PLTR) 0.0 $44k 320.00 136.32
Johnson Controls International Plc equity (JCI) 0.0 $43k 411.00 105.65
Vanguard Esg U S Stock Etf Etf (ESGV) 0.0 $42k 387.00 109.64
Blackrock (BLK) 0.0 $42k 40.00 1060.38
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.0 $42k 774.00 54.40
General Dynamics Corporation (GD) 0.0 $42k 143.00 291.06
Ishares U S Oil & Gas Exploration & Prod Etf Etf (IEO) 0.0 $41k 457.00 88.56
Oracle Corporation (ORCL) 0.0 $40k 185.00 218.21
Motorola Solutions (MSI) 0.0 $40k 94.00 421.55
Bank Of Montreal Cadcom (BMO) 0.0 $39k 350.00 110.63
Vanguard Total Intl Stock Index Etf Etf (VXUS) 0.0 $38k 556.00 69.12
First Trust Cloud Computing Index Etf Etf (SKYY) 0.0 $38k 314.00 121.45
Duke Energy (DUK) 0.0 $38k 321.00 118.12
Global X U S Infrastructure Development Etf Etf (PAVE) 0.0 $36k 827.00 43.59
Target Corporation (TGT) 0.0 $36k 365.00 98.70
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 0.0 $35k 636.00 54.36
United Parcel Service (UPS) 0.0 $34k 332.00 101.01
Imperial Oil (IMO) 0.0 $33k 420.00 79.46
Kinder Morgan (KMI) 0.0 $33k 1.1k 29.39
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.0 $33k 471.00 70.47
Schneider National Inc cl b (SNDR) 0.0 $33k 1.4k 24.14
Abrdn Asia Pacific Income Fund Fund (FAX) 0.0 $33k 2.1k 15.92
Topbuild (BLD) 0.0 $32k 100.00 323.74
Materials Select Sector Spdr Etf Etf (XLB) 0.0 $32k 365.00 87.72
TransDigm Group Incorporated (TDG) 0.0 $32k 21.00 1520.62
Invesco Nasdaq Next Gen 100 Etf Etf (QQQJ) 0.0 $31k 979.00 31.98
Cleveland-cliffs (CLF) 0.0 $31k 4.1k 7.60
InvenTrust Properties Corp (IVT) 0.0 $31k 1.1k 27.39
Spdr Series Trust S&p Metals & Mining Etf Etf (XME) 0.0 $31k 454.00 67.19
Truist Financial Corp equities (TFC) 0.0 $30k 697.00 42.96
Vanguard Small Cap Etf Etf (VB) 0.0 $30k 126.00 236.66
Ark Innovation Etf Etf (ARKK) 0.0 $30k 420.00 70.29
Home Depot (HD) 0.0 $29k 78.00 368.27
Merck & Co (MRK) 0.0 $29k 362.00 79.11
Bay (BCML) 0.0 $29k 1.0k 27.72
Dorchester Minerals (DMLP) 0.0 $28k 1.0k 27.86
Sap (SAP) 0.0 $28k 91.00 302.70
Lowe's Companies (LOW) 0.0 $27k 123.00 221.91
Plexus (PLXS) 0.0 $27k 200.00 135.31
Cummins (CMI) 0.0 $27k 83.00 325.63
Solventum Corp (SOLV) 0.0 $27k 350.00 75.84
Vertiv Holdings Llc vertiv holdings (VRT) 0.0 $27k 206.00 128.51
Spdr Ssga Global Allocation Etf Etf (GAL) 0.0 $26k 557.00 47.01
International Business Machines (IBM) 0.0 $25k 86.00 293.77
PNC Financial Services (PNC) 0.0 $25k 134.00 186.88
Hp (HPQ) 0.0 $25k 1.0k 24.45
Comcast Corporation (CMCSA) 0.0 $25k 697.00 35.69
Industrial Select Sector Spdr Etf Etf (XLI) 0.0 $25k 169.00 147.14
U.S. Bancorp (USB) 0.0 $25k 547.00 45.28
UMB Financial Corporation (UMBF) 0.0 $25k 235.00 104.95
Capital Group Intl Focus Equity Etf Etf (CGXU) 0.0 $24k 898.00 27.13
Spotify Technology Sa (SPOT) 0.0 $24k 31.00 767.35
Spdr Series Trust S&p Homebuilders Etf Etf (XHB) 0.0 $24k 238.00 98.54
Ishares Msci Acwi Etf Etf (ACWI) 0.0 $23k 181.00 128.74
Gilead Sciences (GILD) 0.0 $23k 208.00 110.74
American Tower Reit (AMT) 0.0 $23k 104.00 220.43
General Electric (GE) 0.0 $22k 86.00 258.43
Spdr Portfolio Short Term Corp Bond Etf Etf (SPSB) 0.0 $22k 728.00 30.19
Nuscale PWR Corp (SMR) 0.0 $22k 550.00 39.56
Rio Tinto (RIO) 0.0 $22k 372.00 58.40
FedEx Corporation (FDX) 0.0 $21k 94.00 227.18
Global X Cybersecurity Etf Etf (BUG) 0.0 $21k 576.00 37.07
Ishares 20 Yr Treasury Bond Etf Etf (TLT) 0.0 $21k 238.00 88.21
Ishares Msci Eafe Etf Etf (EFA) 0.0 $20k 228.00 89.39
Kenvue (KVUE) 0.0 $20k 948.00 20.94
GSK (GSK) 0.0 $20k 512.00 38.40
Southwest Airlines (LUV) 0.0 $19k 599.00 32.45
Colgate-Palmolive Company (CL) 0.0 $19k 214.00 90.75
Centrus Energy Corp cl a (LEU) 0.0 $19k 106.00 183.18
Vanguard Information Technology Etf Etf (VGT) 0.0 $19k 29.00 656.17
Ishares Jp Morgan Usd Emerging Markets Etf Etf (EMB) 0.0 $18k 189.00 92.81
Oshkosh Corporation (OSK) 0.0 $18k 154.00 113.87
Dimensional World Ex U S Core Equity 2 Etf Etf (DFAX) 0.0 $17k 589.00 29.38
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.0 $17k 214.00 80.69
Dimensional U S Core Equity 2 Etf Etf (DFAC) 0.0 $17k 472.00 35.83
Ishares Iboxx Iboxx $investment Grade Corp Bond Etf Etf (LQD) 0.0 $17k 153.00 109.56
Keurig Dr Pepper (KDP) 0.0 $17k 501.00 33.05
Thermo Fisher Scientific (TMO) 0.0 $16k 40.00 406.88
Blackrock Utilities Infrastructure & Power Opportunities Trust Fund (BUI) 0.0 $16k 614.00 25.76
Northern Trust Corporation (NTRS) 0.0 $16k 123.00 126.72
Palo Alto Networks (PANW) 0.0 $16k 76.00 204.64
Yum! Brands (YUM) 0.0 $15k 104.00 148.53
Ishares Global Comm Services Etf Etf (IXP) 0.0 $15k 137.00 112.32
Alibaba Group Holding (BABA) 0.0 $15k 135.00 113.09
Crown Castle Intl (CCI) 0.0 $15k 147.00 102.50
Spdr S&p Regional Banking Etf Etf (KRE) 0.0 $15k 252.00 59.40
Dimensional U S Equity Market Etf Etf (DFUS) 0.0 $15k 223.00 66.99
Tapestry (TPR) 0.0 $15k 170.00 87.67
Sirius XM Holdings (SIRI) 0.0 $15k 646.00 22.98
Intel Corporation (INTC) 0.0 $15k 658.00 22.41
Vanguard Energy Etf Etf (VDE) 0.0 $15k 123.00 119.25
Timothy Plan U S Large Mid Cap Core Etf Etf (TPLC) 0.0 $15k 325.00 44.94
Baker Hughes A Ge Company (BKR) 0.0 $15k 380.00 38.31
Welltower Inc Com reit (WELL) 0.0 $14k 94.00 153.29
On Hldg (ONON) 0.0 $14k 271.00 52.05
Blackstone Group Inc Com Cl A (BX) 0.0 $14k 94.00 149.56
Point Bridge America First Etf Etf (MAGA) 0.0 $14k 277.00 50.13
First Trust Consumer Staples Alphadex Etf Etf (FXG) 0.0 $14k 218.00 63.40
Bristol Myers Squibb (BMY) 0.0 $14k 296.00 46.23
Zimmer Holdings (ZBH) 0.0 $14k 150.00 91.21
Ishares Us Small Cap Value Factor Etf Etf (SVAL) 0.0 $13k 432.00 31.03
Entergy Corporation (ETR) 0.0 $13k 160.00 83.25
Kroger (KR) 0.0 $13k 185.00 71.68
TJX Companies (TJX) 0.0 $13k 106.00 123.97
Honda Motor (HMC) 0.0 $13k 452.00 28.84
Watsco, Incorporated (WSO) 0.0 $13k 29.00 447.03
Air Products & Chemicals (APD) 0.0 $13k 46.00 280.48
Dominion Resources (D) 0.0 $12k 218.00 56.50
Enbridge (ENB) 0.0 $12k 271.00 45.31
Dover Corporation (DOV) 0.0 $12k 67.00 182.58
British American Tobac (BTI) 0.0 $12k 254.00 47.40
Consumer Discretionary Select Sector Spdr Etf Etf (XLY) 0.0 $12k 55.00 217.98
Analog Devices (ADI) 0.0 $12k 50.00 237.82
Diageo (DEO) 0.0 $12k 115.00 100.50
Delta Air Lines (DAL) 0.0 $11k 233.00 49.09
Ishares Preferred & Income Secs Etf Etf (PFF) 0.0 $11k 365.00 30.65
Airbus Group Nv - Unsp (EADSY) 0.0 $11k 209.00 52.36
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.0 $11k 108.00 99.38
Anheuser-Busch InBev NV (BUD) 0.0 $11k 154.00 68.68
Vistra Energy (VST) 0.0 $11k 54.00 194.19
Fidelity Disruptors Etf Etf (FDIF) 0.0 $10k 308.00 33.74
Ishares Msci Mexico Etf Etf (EWW) 0.0 $10k 169.00 60.59
Boston Scientific Corporation (BSX) 0.0 $10k 95.00 107.41
Inspire International Etf Etf (WWJD) 0.0 $10k 292.00 34.22
Amplify Digital Payments Etf Etf (IPAY) 0.0 $9.8k 163.00 59.92
Cyberark Software (CYBR) 0.0 $9.8k 24.00 406.88
Inspire Global Hope Etf Etf (BLES) 0.0 $9.5k 233.00 40.70
Nucor Corporation (NUE) 0.0 $9.5k 73.00 129.89
Edwards Lifesciences (EW) 0.0 $9.4k 120.00 78.21
Gfl Environmental Inc sub vtg (GFL) 0.0 $9.3k 185.00 50.49
Diamondback Energy (FANG) 0.0 $9.3k 67.00 138.10
Super Micro Computer Inc Com Usd0.001 (SMCI) 0.0 $9.2k 188.00 49.01
EXACT Sciences Corporation (EXAS) 0.0 $9.0k 169.00 53.14
Prudential Financial (PRU) 0.0 $9.0k 84.00 106.86
Maplebear (CART) 0.0 $8.9k 196.00 45.24
FirstEnergy (FE) 0.0 $8.8k 219.00 40.30
Franklin Intl Core Dividend Tilt Index Etf Etf (DIVI) 0.0 $8.8k 246.00 35.64
McCormick & Company, Incorporated (MKC) 0.0 $8.7k 115.00 75.82
CenterPoint Energy (CNP) 0.0 $8.7k 237.00 36.72
Amentum Holdings (AMTM) 0.0 $8.6k 365.00 23.61
Garmin (GRMN) 0.0 $8.6k 41.00 208.83
AFLAC Incorporated (AFL) 0.0 $8.5k 81.00 105.11
Constellation Brands (STZ) 0.0 $8.5k 52.00 163.71
Ewsb Bancorp (EWSB) 0.0 $8.5k 1.0k 8.45
Global X Copper Miners Etf Etf (COPX) 0.0 $8.4k 186.00 45.10
Inspire Small Midcap Etf Etf (ISMD) 0.0 $8.3k 235.00 35.50
Badger Meter (BMI) 0.0 $8.3k 34.00 244.94
Chipotle Mexican Grill (CMG) 0.0 $8.3k 148.00 56.15
Nu Hldgs Ltd Ord Shs Cl A (NU) 0.0 $8.2k 600.00 13.72
Vanguard Mid Cap Value Etf Etf (VOE) 0.0 $8.1k 49.00 164.47
Ubs Group (UBS) 0.0 $7.9k 233.00 33.84
Schlumberger (SLB) 0.0 $7.8k 232.00 33.82
Olin Corporation (OLN) 0.0 $7.2k 358.00 20.11
Abbott Laboratories (ABT) 0.0 $7.1k 52.00 135.67
Devon Energy Corporation (DVN) 0.0 $6.9k 217.00 31.77
Xiaomi Corporation (XIACF) 0.0 $6.6k 860.00 7.73
Airbnb (ABNB) 0.0 $6.6k 50.00 132.34
Howmet Aerospace (HWM) 0.0 $6.6k 35.00 188.00
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $6.4k 15.00 424.60
Arista Networks (ANET) 0.0 $6.3k 62.00 102.31
Invesco S&p Midcap Quality Etf Etf (XMHQ) 0.0 $6.3k 64.00 98.27
Tencent Holdings Ltd - (TCEHY) 0.0 $6.2k 96.00 64.78
Ishares Msci Eafe Small Cap Etf Etf (SCZ) 0.0 $6.1k 84.00 72.68
Consumer Staples Select Sector Spdr Etf Etf (XLP) 0.0 $5.9k 73.00 80.97
Seagate Technology (STX) 0.0 $5.8k 40.00 145.53
Flexshares International Quality Dividend Index Etf Etf (IQDF) 0.0 $5.4k 201.00 27.10
Yum China Holdings (YUMC) 0.0 $5.4k 121.00 44.79
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $5.4k 85.00 63.48
Alliant Energy Corporation (LNT) 0.0 $5.4k 89.00 60.61
W.W. Grainger (GWW) 0.0 $5.4k 5.00 1074.00
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF) 0.0 $5.3k 120.00 43.75
Walgreen Boots Alliance 0.0 $5.2k 454.00 11.47
Charles Schwab Corporation (SCHW) 0.0 $5.2k 57.00 90.49
Norwegian Cruise Line Hldgs (NCLH) 0.0 $5.2k 254.00 20.28
IPG Photonics Corporation (IPGP) 0.0 $5.1k 75.00 68.65
Synopsys (SNPS) 0.0 $5.1k 10.00 512.70
Vanguard Small Cap Growth Etf Etf (VBK) 0.0 $5.0k 18.00 277.17
Barrick Mining Corp (B) 0.0 $4.8k 231.00 20.80
Rumble Inc Com Cl A (RUM) 0.0 $4.8k 530.00 8.98
Clii (EVGO) 0.0 $4.7k 1.3k 3.65
FactSet Research Systems (FDS) 0.0 $4.6k 10.00 460.70
Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $4.6k 9.00 509.33
Everest Re Group (EG) 0.0 $4.4k 13.00 339.85
Carnival Corporation (CCL) 0.0 $4.3k 152.00 28.12
CECO Environmental (CECO) 0.0 $4.2k 150.00 28.31
Sherwin-Williams Company (SHW) 0.0 $4.2k 12.00 353.67
Ecolab (ECL) 0.0 $4.2k 16.00 261.56
Applied Materials (AMAT) 0.0 $4.2k 23.00 180.43
Ishares Russell 1000 Etf Etf (IWB) 0.0 $4.1k 12.00 342.50
Byd (BYDDY) 0.0 $4.1k 44.00 93.32
Vanguard Ftse Europe Etf Etf (VGK) 0.0 $4.0k 52.00 77.50
Alcoa (AA) 0.0 $3.9k 132.00 29.55
Vanguard Small Cap Value Etf Etf (VBR) 0.0 $3.9k 20.00 195.00
NVE Corporation (NVEC) 0.0 $3.9k 53.00 73.19
Ishares Short Duration Bond Active Etf Etf (NEAR) 0.0 $3.8k 75.00 51.28
SYSCO Corporation (SYY) 0.0 $3.7k 49.00 75.29
General Motors Company (GM) 0.0 $3.7k 74.00 49.43
Intercontinental Exchange (ICE) 0.0 $3.6k 20.00 182.20
Automatic Data Processing (ADP) 0.0 $3.6k 12.00 301.42
Equinix (EQIX) 0.0 $3.4k 4.00 848.50
Sturm, Ruger & Company (RGR) 0.0 $3.4k 94.00 35.78
American Express Company (AXP) 0.0 $3.3k 10.00 331.10
Albemarle Corporation (ALB) 0.0 $3.2k 52.00 62.46
Te Connectivity (TEL) 0.0 $3.2k 19.00 169.16
Pacer U S Cash Cows 100 Etf Etf (COWZ) 0.0 $3.2k 58.00 55.10
Harley-Davidson (HOG) 0.0 $3.1k 133.00 23.60
Vaneck Rare Earth Strategic Metals Etf Etf (REMX) 0.0 $3.1k 77.00 40.51
Highlands Reit Inc reit 0.0 $3.1k 10k 0.31
AstraZeneca (AZN) 0.0 $3.0k 44.00 69.30
Vaneck Gold Miners Etf Etf (GDX) 0.0 $3.0k 58.00 52.50
Pbf Energy Inc cl a (PBF) 0.0 $3.0k 140.00 21.69
Sprouts Fmrs Mkt (SFM) 0.0 $3.0k 18.00 164.67
Hldgs (UAL) 0.0 $2.9k 37.00 79.62
Becton, Dickinson and (BDX) 0.0 $2.9k 17.00 170.82
Ishares Semiconductor Etf Etf (SOXX) 0.0 $2.9k 12.00 239.17
Under Armour Inc Cl C (UA) 0.0 $2.9k 440.00 6.49
Vaneck Junior Gold Miners Etf Etf (GDXJ) 0.0 $2.8k 42.00 66.83
Eversource Energy (ES) 0.0 $2.8k 43.00 64.35
Invesco Global Listed Private Equity Etf Etf (PSP) 0.0 $2.8k 40.00 68.85
Smith & Wesson Brands (SWBI) 0.0 $2.7k 312.00 8.69
Ameriprise Financial (AMP) 0.0 $2.7k 5.00 541.40
B&G Foods (BGS) 0.0 $2.7k 638.00 4.23
Schwab U S Dividend Equity Etf Etf (SCHD) 0.0 $2.7k 102.00 26.43
Toast (TOST) 0.0 $2.6k 59.00 44.29
Danaher Corporation (DHR) 0.0 $2.6k 13.00 200.23
Cabot Oil & Gas Corporation (CTRA) 0.0 $2.6k 102.00 25.29
Draftkings (DKNG) 0.0 $2.6k 60.00 42.88
Team (TISI) 0.0 $2.5k 140.00 18.20
Dimensional U S Target Value Etf Etf (DFAT) 0.0 $2.3k 43.00 54.58
Zion Oil & Gas (ZNOG) 0.0 $2.2k 12k 0.19
T. Rowe Price (TROW) 0.0 $2.2k 23.00 97.09
Shopify Inc cl a (SHOP) 0.0 $2.2k 19.00 115.37
Archer Aviation Inc-a (ACHR) 0.0 $2.2k 200.00 10.85
Autodesk (ADSK) 0.0 $2.2k 7.00 309.57
Cadence Design Systems (CDNS) 0.0 $2.2k 7.00 308.14
Heron Therapeutics (HRTX) 0.0 $2.1k 1.0k 2.07
Paccar (PCAR) 0.0 $2.1k 22.00 93.86
Kontoor Brands (KTB) 0.0 $2.0k 31.00 65.00
Biogen Idec (BIIB) 0.0 $2.0k 16.00 125.56
Schwab U S Broad Market Etf Etf (SCHB) 0.0 $2.0k 84.00 23.90
Clorox Company (CLX) 0.0 $2.0k 17.00 116.65
Huntington Ingalls Inds (HII) 0.0 $1.9k 8.00 241.50
Pacer U S Small Cap Cash Cows Etf Etf (CALF) 0.0 $1.9k 48.00 39.81
Knot Offshore Partners (KNOP) 0.0 $1.9k 305.00 6.26
Royal Caribbean Cruises (RCL) 0.0 $1.9k 6.00 315.17
Baidu (BIDU) 0.0 $1.9k 22.00 85.77
Western Union Company (WU) 0.0 $1.8k 219.00 8.42
Tempus Ai (TEM) 0.0 $1.8k 29.00 63.55
Manitowoc Co Inc/the (MTW) 0.0 $1.8k 152.00 12.02
Cresco Labs (CRLBF) 0.0 $1.8k 3.5k 0.51
Chipmos Technologies (IMOS) 0.0 $1.8k 100.00 18.11
Ishares Microcap Etf Etf (IWC) 0.0 $1.8k 14.00 127.64
L3harris Technologies (LHX) 0.0 $1.8k 7.00 250.86
Builders FirstSource (BLDR) 0.0 $1.8k 15.00 116.67
Rivian Automotive Inc Class A (RIVN) 0.0 $1.7k 127.00 13.74
Arch Capital Group (ACGL) 0.0 $1.7k 19.00 91.05
Sentinelone (S) 0.0 $1.6k 90.00 18.28
Snowflake Inc Cl A (SNOW) 0.0 $1.6k 7.00 223.71
Manulife Finl Corp (MFC) 0.0 $1.5k 48.00 32.08
First Trust Nasdaq Clean Edge Green Energy Index Etf Etf (QCLN) 0.0 $1.5k 47.00 32.57
Ishares Msci South Africa Etf Etf (EZA) 0.0 $1.5k 28.00 53.75
Unum (UNM) 0.0 $1.5k 18.00 81.61
United Therapeutics Corporation (UTHR) 0.0 $1.4k 5.00 287.40
Blink Charging (BLNK) 0.0 $1.4k 1.5k 0.94
Peloton Interactive Inc cl a (PTON) 0.0 $1.4k 200.00 6.94
Novartis (NVS) 0.0 $1.4k 11.00 124.73
ON Semiconductor (ON) 0.0 $1.3k 25.00 52.40
Rapid7 (RPD) 0.0 $1.3k 55.00 23.13
Novo Nordisk A/S (NVO) 0.0 $1.3k 18.00 69.89
Associated Banc- (ASB) 0.0 $1.3k 52.00 24.19
Byd Co Ltd Bonus Issue Pending Credit Date 0.0 $1.2k 80.00 15.60
Dell Technologies (DELL) 0.0 $1.2k 10.00 122.60
Bicycle Therapeutics (BCYC) 0.0 $1.2k 172.00 6.95
Panasonic Hldgs Corp Adr Isin#us69832a3041 (PCRHY) 0.0 $1.1k 106.00 10.68
Schweitzer-Mauduit International (MATV) 0.0 $1.1k 161.00 6.82
Infineon Technologies (IFNNY) 0.0 $1.0k 24.00 42.58
Cemex SAB de CV (CX) 0.0 $993.993000 143.00 6.95
Ishares Russell Top 200 Growth Etf Etf (IWY) 0.0 $987.000000 4.00 246.75
Great Wall Motor Company Limited Unsp Adr Ea Repr 10 Ord H (GWLLY) 0.0 $976.998000 60.00 16.28
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $964.000500 15.00 64.27
Fiat Chrysler Automobiles (STLA) 0.0 $933.003900 93.00 10.03
Ishares S&p 100 Etf Etf (OEF) 0.0 $915.000000 3.00 305.00
Halyard Health (AVNS) 0.0 $819.999600 67.00 12.24
Murphy Usa (MUSA) 0.0 $815.000000 2.00 407.50
Quantumscape Corp (QS) 0.0 $785.994300 117.00 6.72
Amplify Alternative Harvest Etf Etf 0.0 $684.999400 38.00 18.03
Brc Inc Com Cl A (BRCC) 0.0 $655.000000 500.00 1.31
Byd Company Ltd H Shares -sedo (BYDDF) 0.0 $624.000000 40.00 15.60
Digital World Acquisition Co Class A (DJT) 0.0 $612.999600 34.00 18.03
Teladoc (TDOC) 0.0 $540.001400 62.00 8.71
Ge Vernova (GEV) 0.0 $530.000000 1.00 530.00
Proshares K-1 Free Crude Oil Etf Etf (OILK) 0.0 $523.000400 13.00 40.23
Lumen Technologies (LUMN) 0.0 $514.004400 117.00 4.39
Xpeng (XPEV) 0.0 $501.001200 28.00 17.89
Take-Two Interactive Software (TTWO) 0.0 $486.000000 2.00 243.00
Ark Fintech Innovation Etf Etf (ARKF) 0.0 $451.999800 9.00 50.22
PSQ Holdings (PSQH) 0.0 $451.000000 220.00 2.05
Tmc The Metals Company (TMC) 0.0 $436.002600 66.00 6.61
Global X Lithium & Battery Tech Etf Etf (LIT) 0.0 $435.000500 11.00 39.55
Brighthouse Finl (BHF) 0.0 $430.000000 8.00 53.75
Monogram Orthopaedics (MGRM) 0.0 $375.999000 130.00 2.89
Ginkgo Bioworks Holdings Inc Cl A (DNA) 0.0 $370.999200 33.00 11.24
Trump & Media Wts Exp 03/25/29 Technology Group Corp Warrant (DJTWW) 0.0 $364.998400 32.00 11.41
Pgim Aaa Clo Etf Etf (PAAA) 0.0 $362.999700 7.00 51.86
Sunny Optical Tech Grp (SOTGY) 0.0 $359.000000 4.00 89.75
Fuelcell Energy (FCEL) 0.0 $345.997200 62.00 5.58
Canadian Solar (CSIQ) 0.0 $330.999000 30.00 11.03
Ganfeng Lithium (GNENF) 0.0 $308.004200 106.00 2.91
3D Systems Corporation (DDD) 0.0 $282.992000 184.00 1.54
Snap Inc cl a (SNAP) 0.0 $217.000000 25.00 8.68
Moderna (MRNA) 0.0 $192.999800 7.00 27.57
Ge Healthcare Technologies I (GEHC) 0.0 $149.000000 2.00 74.50
Centerra Gold (CGAU) 0.0 $136.999500 19.00 7.21
Lightwave Logic Inc C ommon (LWLG) 0.0 $136.004000 110.00 1.24
Pluri (PLUR) 0.0 $128.999000 26.00 4.96
Hyliion Holdings Cl A Ord (HYLN) 0.0 $116.999400 89.00 1.31
Amarin Corporation 0.0 $113.999900 7.00 16.29
J.M. Smucker Company (SJM) 0.0 $109.000000 1.00 109.00
Wolfspeed 0.0 $95.009600 238.00 0.40
Magnera Corp (MAGN) 0.0 $93.000000 8.00 11.62
Dnp Select Income Fund Fund (DNP) 0.0 $80.000000 8.00 10.00
Solarwindow Technologies (WNDW) 0.0 $76.010400 216.00 0.35
Canopy Growth CORP (CGC) 0.0 $27.000600 22.00 1.23
Aurora Cannabis (ACB) 0.0 $17.000000 4.00 4.25
Tpi Composites (TPICQ) 0.0 $15.999900 19.00 0.84
Katapult Holdings (KPLT) 0.0 $8.000000 1.00 8.00
Amc Entertainment (AMC) 0.0 $6.000000 2.00 3.00
Cannabis Sativa (DOGP) 0.0 $3.003900 93.00 0.03
Vertical Computer Systems 0.0 $0 1.9k 0.00
Sunpower (SPWRQ) 0.0 $0 52.00 0.00
Cannabis Science 0.0 $0 4.8k 0.00
Inland Real Estate Income Trust 0.0 $0 2.6k 0.00
Crrc Corp Ltd Ord 0.0 $0 1.4k 0.00
Cnnxf cannamerica brands corp (CNNXF) 0.0 $0 1.8k 0.00
Glatfelter (GLT) 0.0 $0 143.00 0.00
Sharing Economy Intl (SEII) 0.0 $0 100.00 0.00
Adamis Pharmaceuticals Corp (DMKPQ) 0.0 $0 1.00 0.00
Ishares Submitted For Escrow Developed Ex U S Etf 0.0 $0 68.00 0.00
Affluence Corp (AFFU) 0.0 $0 1.1k 0.00
Dogecoin Cash 0.0 $0 1.00 0.00