AE Wealth Management LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), AE Wealth Management LLC reported 1,141 stock positions worth $8.8 billion. Its top holding was Apple (AAPL) at 2.5% of the portfolio, followed by Microsoft (MSFT, 2.5%) and Vanguard S&P 500 ETF (VOO, 2.2%). Compared with Q4 2023, it opened 38 new positions, sold out of 929, added to 114 and reduced 982. The biggest buy was Alianzim US Eq BFR20 Feb-Usd (FEBW, shares +846%) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −87%).

Most Recent 13F
Q2 2026
Location
TOPEKA, KS
CIK
0001697723
Portfolio Value
$8.8B (Q1 2024)
SEC Filing
0001697723-24-000003 ↗ filed May 15, 2024

Holdings Value

0$5.0B$10.0B$15.0B$20.0B$25.0B Q1 2024: $8.8B $8.8B Q1 2024 Q2 2024: $10.0B Q2 2024 Q3 2024: $11.0B Q3 2024 Q4 2024: $11.8B Q4 2024 Q1 2025: $11.9B Q1 2025 Q2 2025: $13.7B Q2 2025 Q3 2025: $15.7B Q3 2025 Q4 2025: $17.4B Q4 2025 Q1 2026: $18.5B Q1 2026 Q2 2026: $21.5B Q2 2026

Holdings 1,141 stocks · $8.8B

AAPL Apple Inc. 2.51% 1,297,316 $222.5M Reduce -58.6%
MSFT Microsoft Corp. 2.46% 518,215 $218.0M Reduce -54.0%
VOO Vanguard S&P 500 ETF 2.22% 407,936 $196.1M Reduce -53.6%
VNLA Janus Henderson Short Durati 1.98% 3,606,633 $174.9M Reduce -1.0%
IVV iShares Core S&P 500 ETF 1.87% 315,421 $165.8M Reduce -56.2%
SPYM Ste STR SPDR PT S&P 500 ETF 1.85% 2,653,204 $163.3M Reduce -66.0%
NVDA Nvidia Corp. 1.55% 151,981 $137.3M Reduce -57.7%
AMZN Amazon.com Inc. 1.51% 738,828 $133.3M Reduce -51.8%
IWY iShares Russell Top 200 Grow 1.31% 594,181 $115.9M Reduce -52.8%
GOOGL Alphabet Inc. Class A 1.12% 656,059 $99.0M Reduce -37.3%
SPYG SS SPDR P S&P 500 Growth ETF 1.04% 1,259,504 $92.1M Reduce -28.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.96% 162,883 $85.2M Reduce -72.1%
BRK.B Berkshire Hathaway Inc. Class B 0.94% 197,705 $83.1M Reduce -22.6%
QUAL iShares MSCI USA Quality Fac 0.92% 493,568 $81.1M Reduce -15.3%
JANW Alianzim US Eq BFR20 Jan-Usd 0.91% 2,574,509 $80.9M Reduce -53.7%
SPYV SS SPDR P S&P 500 Value ETF 0.86% 1,511,828 $75.7M Reduce -25.2%
BILZ PIMCO Ultra SHRT Govt Active 0.86% 748,464 $75.7M Reduce -41.2%
JPM JPMorgan Chase & Co. 0.83% 364,693 $73.0M Reduce -39.0%
META Meta Platforms Inc. Class A 0.81% 146,975 $71.4M Reduce -41.2%
IWX iShares Russell Top 200 Valu 0.79% 913,786 $69.7M Reduce -51.1%
XOM Exxon Mobil Corp. 0.68% 518,142 $60.2M Reduce -48.8%
JAAA Janus Henderson Aaa Clo ETF 0.67% 1,164,702 $59.1M Reduce -4.8%
HD Home Depot Inc. 0.67% 153,906 $59.0M Reduce -31.4%
VGSH Vanguard Short-Term Treasury 0.66% 1,006,514 $58.4M Reduce -54.0%
DFAU Dimensional US Core Equity M 0.66% 1,599,499 $58.4M Reduce -9.1%
MDYG SS SPDR S&P 400 MC GR ETF 0.66% 663,869 $57.9M Add +5.4%
FEBW Alianzim US Eq BFR20 Feb-Usd 0.64% 1,970,380 $57.1M Add +846.1%
CVX Chevron Corp. 0.63% 353,397 $55.7M Reduce -35.8%
IEMG iShares Core MSCI Emerging 0.62% 1,066,231 $55.0M Reduce -58.8%
EFG iShares MSCI Eafe Growth ETF 0.62% 526,699 $54.7M Reduce -46.7%
APRW Allinzim US Eq BFR20 Apr-Usd 0.59% 1,720,647 $52.1M New
PG The Procter & Gamble Co. 0.59% 320,556 $52.0M Reduce -43.7%
MRK Merck & Co. Inc. 0.58% 388,266 $51.2M Reduce -32.8%
MART Allianzim US Eq BFFR10 Mr-US 0.57% 1,665,663 $50.9M New
MCD McDonald's Corp. 0.55% 173,586 $48.9M Reduce -23.9%
PMAR Innovator U.S. Equity Power 0.53% 1,284,652 $47.3M Add +1902.8%
UNH Unitedhealth Group Inc. 0.52% 92,138 $45.6M Reduce -40.3%
TLT iShares 20+ Year Treasury BD 0.51% 480,976 $45.5M Reduce -40.2%
SGOV iShares 0-3 Month Treasury B 0.51% 448,553 $45.2M Reduce -64.5%
CRM Salesforce Inc. 0.51% 149,162 $44.9M Reduce -6.5%
LLY Eli Lilly & Co. 0.50% 56,966 $44.3M Reduce -37.9%
QQQ Invesco QQQ Trust Series 1 0.48% 95,263 $42.3M Reduce -87.5%
PAPR Innovator U.S. Equity Power 0.47% 1,246,469 $41.9M Add +2038.8%
JNJ Johnson & Johnson 0.47% 264,179 $41.8M Reduce -33.1%
EFV iShares MSCI Eafe Value ETF 0.47% 763,350 $41.5M Reduce -52.2%
IWR iShares Russell Mid-Cap ETF 0.47% 490,875 $41.3M Reduce -15.9%
JPST JPMorgan Ultra-Short Income 0.47% 816,162 $41.2M Reduce -58.2%
FIDU Fidelity MSCI Indust Indx 0.46% 605,869 $41.1M Add +6.0%
ILTB iShares Core 10+ Year Usd Bo 0.46% 799,375 $40.9M Add +11.8%
V Visa Inc. Class A 0.46% 144,372 $40.3M Reduce -44.6%
XONE Bondbloxx BBG 1 Dur US Treas 0.44% 788,806 $39.1M Add +4.6%
VMBS Vanguard Mortgage-Backed Sec 0.44% 851,038 $38.8M Reduce -63.3%
IVW iShares S&P 500 Growth ETF 0.43% 455,407 $38.5M Add +24.0%
JANT Allianzim US Eq BFFR10 JN-US 0.43% 1,160,353 $38.3M Reduce -14.8%
PEP Pepsico Inc. 0.43% 217,214 $38.0M Reduce -31.6%
MARW Alianzim US Eq BFR20 Mar-Usd 0.42% 1,283,746 $36.9M New
ABBV Abbvie Inc. 0.42% 202,081 $36.8M Reduce -39.0%
MINT PIMCO Enhanced Short Maturit 0.41% 357,868 $36.0M Reduce -7.1%
TSLA Tesla Inc. 0.40% 203,522 $35.8M Reduce -44.8%
COLLABORATIVE INVESTMNT SER 0.40% 1,618,625 $35.6M Reduce -38.1%
IWS iShares Russell Mid-Cap Valu 0.40% 280,990 $35.2M Reduce -51.6%
CSCO Cisco Systems Inc. 0.39% 699,409 $34.9M Reduce -49.6%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.39% 782,692 $34.8M Add +43.2%
CRED Columbia Resear Enh RL Est 0.39% 679,781 $34.5M New
USIG iShares Broad Usd Investment 0.39% 679,781 $34.5M Reduce -56.9%
IWM iShares Russell 2000 ETF 0.39% 162,840 $34.2M Reduce -32.9%
VZ Verizon Communications Inc. 0.38% 794,352 $33.3M Reduce -53.8%
DON Wisdomtree US Midcap Dividen 0.37% 667,438 $32.6M Reduce -15.1%
APRT Allianzim US Eq BFFR10 Ap-US 0.36% 903,688 $31.5M New
MUB iShares National Muni Bond E 0.35% 285,505 $30.7M Reduce -53.3%
FEBT Allianzim US Eq BFFR10 FB-US 0.34% 965,477 $29.8M Add +389.3%
EXC Exelon Corp. 0.33% 775,633 $29.1M Add +2.4%
MA Mastercard Inc. Class A 0.32% 59,435 $28.6M Reduce -18.4%
SPBO SS SPDR P Corp. Bond ETF 0.32% 973,906 $28.4M Add +16.8%
T AT&T Inc. 0.32% 1,602,353 $28.2M Reduce -34.4%
IVE iShares S&P 500 Value ETF 0.32% 150,959 $28.2M Reduce -39.9%
GOVT iShares US Treasury Bond ETF 0.31% 1,206,583 $27.5M Add +13.0%
IEX Idex Corp. 0.31% 112,524 $27.5M Add +19.8%
AMD Advanced Micro Devices 0.31% 151,562 $27.4M Reduce -55.1%
PM Philip Morris International 0.30% 290,823 $26.6M Reduce -31.6%
ICE Intercontinental Exchange Inc. 0.30% 193,515 $26.6M Add +26.1%
USFR Wisdomtree Floating Rate Tre 0.30% 527,259 $26.5M Reduce -7.2%
AVIG Avantis Core Fixed Income 0.30% 638,194 $26.3M Add +201.5%
CMCSA Comcast Corp. Class A 0.29% 600,711 $26.0M Reduce -21.1%
VGT Vanguard Info Tech ETF 0.29% 49,436 $25.9M Reduce -59.4%
TMO Thermo Fisher Scientific Inc. 0.29% 44,310 $25.8M Reduce -0.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.29% 208,155 $25.5M Reduce -13.9%
SPGI S&P Global Inc. 0.28% 58,725 $25.0M Reduce -34.9%
VUG Vanguard Mrngstar GR ETF-Sui 0.27% 70,651 $24.3M Reduce -85.8%
DECT Allianzim US Eq BFFR10 DC-US 0.27% 806,177 $24.3M Reduce -7.4%
IWO iShares Russell 2000 Growth 0.27% 88,781 $24.0M Add +19.8%
FMAT Fidelity MSCI Materials Indx 0.27% 454,007 $23.8M Add +15.2%
EMR Emerson Electric Co. 0.27% 207,413 $23.5M Reduce -18.2%
A Agilent Technologies Inc. 0.26% 160,265 $23.3M Add +20.4%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.26% 503,948 $23.0M Reduce -44.5%
MTUM iShares MSCI USA Momentum Fa 0.26% 121,592 $22.8M Reduce -25.6%
FUTY Fidelity MSCI US Utilities 0.26% 534,052 $22.7M Add +18.9%
KMB Kimberly-Clark Corp. 0.25% 173,401 $22.4M Reduce -30.4%
VGIT Vanguard Intermediate-Term T 0.25% 380,390 $22.3M Reduce -63.1%
IDEV iShares Core MSCI Dev MKTS 0.25% 330,988 $22.2M Reduce -58.9%
GS Goldman Sachs Group Inc. 0.25% 53,188 $22.2M Add +2.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.25% 115,546 $22.1M Reduce -53.5%
IEI iShares 3-7 Year Treasury Bo 0.25% 188,851 $21.9M Reduce -44.9%
HEFA Isha Curr Hedged MSCI Eafe 0.25% 624,246 $21.8M Add +13.3%
IWP iShares Russell Mid-Cap Grow 0.25% 190,468 $21.7M Reduce -56.5%
VYM Vanguard High DVD Yield ETF 0.24% 178,620 $21.6M Reduce -62.1%
PLD Prologis Inc. 0.24% 165,453 $21.5M Reduce -6.6%
CMA Comerica Inc. 0.24% 391,043 $21.5M Reduce -35.1%
VGLT Vanguard Long-Term Treasury 0.24% 357,009 $21.1M Reduce -46.2%
HBAN Huntington Bancshares Inc. 0.24% 1,493,674 $20.8M Add +2.3%
MFUL Mindful Conservative ETF filed as COLLABORATIVE INVESTMNT SER 0.23% 972,874 $20.8M Reduce -37.2%
STX Seagate Technology Holdings 0.23% 222,511 $20.7M Reduce -20.2%
LYB Lyondellbasell Indu Class A 0.23% 200,465 $20.5M Reduce -40.8%
CSX CSX Corp. 0.23% 552,013 $20.5M Reduce -0.4%
CLOX Eldridge Aaa Clo ETF 0.23% 801,383 $20.4M Add +8.5%
MDYV SS SPDR S&P 400 MC Val ETF 0.23% 263,624 $20.0M Reduce -0.8%
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.23% 714,500 $20.0M Reduce -46.1%
LISTED FDS TR 0.23% 580,361 $19.9M Reduce -42.5%
NKE Nike Inc. Class B 0.22% 209,790 $19.7M Reduce -4.1%
VTWO Vanguard Russell 2000 ETF 0.22% 229,788 $19.5M Reduce -53.6%
DIV Global X Superdividend Use 0.22% 1,123,892 $19.5M Reduce -29.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.22% 514,004 $19.5M Reduce -41.8%
SLYG SS SPDR S&P 600 SC GR ETF 0.22% 221,864 $19.4M Add +3.7%
PRU Prudential Financial Inc. 0.22% 164,308 $19.3M Reduce -26.3%
FHLC Fidelity MSCI Health Care 0.22% 275,049 $19.2M Reduce -0.2%
IHDG Wisdomtree International Hed 0.21% 412,310 $18.9M Reduce -15.8%
FGD First Trust DJ GL Sel DVD 0.21% 818,791 $18.6M Reduce -30.8%
NRG NRG Energy Inc. 0.21% 275,129 $18.6M Reduce -17.2%
WDIV St STR SPD S&P Glo Div-US Inc. 0.21% 309,040 $18.5M Reduce -30.5%
IP International Paper Co. 0.21% 473,636 $18.5M Reduce -13.2%
IYW iShares Ustechnology ETF 0.21% 136,314 $18.4M Reduce -50.2%
INTC Intel Corp. 0.21% 413,081 $18.2M Reduce -26.7%
AFL Aflac Inc. 0.21% 211,832 $18.2M Add +9.4%
JBHT Hunt (jb) Transprt SVCS Inc. 0.21% 91,072 $18.1M Add +29.0%
KEY Keycorp 0.20% 1,145,201 $18.1M Reduce -27.0%
EDIV State Street SPDR S&P Emergi 0.20% 537,661 $18.0M Reduce -31.1%
IGSB iShares 1-5Y Inv Grade Corp. 0.20% 348,264 $17.9M Reduce -44.3%
SKOR NT Crdscr US Corp. BD ETF 0.20% 371,109 $17.7M Add +33.6%
USB US Bancorp 0.20% 389,536 $17.4M Reduce -38.6%
C Citigroup Inc. 0.20% 272,919 $17.3M Reduce -19.3%
FDIS Fidelity MSCI Cons Discr Ind 0.19% 205,919 $17.0M Reduce -9.0%
F Ford Motor Co. filed as FORD MTR CO DEL 0.19% 1,265,506 $16.8M Reduce -27.6%
DFCF Dimensional Core Fixed Inc. 0.19% 399,178 $16.7M Reduce -29.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.19% 164,324 $16.7M Reduce -14.9%
IBDP iShares Ibonds Dec 2024 Term 0.19% 663,145 $16.6M Reduce -66.8%
YUM Yum! Brands Inc. 0.19% 118,838 $16.5M Add +8.7%
IPG Interpublic Group of Cos Inc. 0.18% 501,542 $16.4M Reduce -9.7%
SCHF Schwab Intl Equity ETF 0.18% 417,281 $16.3M Reduce -69.2%
SPTS SS SPDR P St Term TSY ETF 0.18% 561,776 $16.2M Reduce -58.9%
OKE Oneok Inc. 0.18% 202,569 $16.2M Reduce -16.9%
RULE Adaptive Core ETF filed as COLLABORATIVE INVESTMNT SER 0.18% 732,943 $16.1M Reduce -40.4%
EMXC iShares MSCI Emr MRK Ex Chna 0.18% 280,134 $16.1M Reduce -17.5%
OMC Omnicom Group 0.18% 166,162 $16.1M Reduce -14.4%
NI Nisource Inc. 0.18% 575,958 $15.9M Reduce -7.6%
QRVO Qorvo Inc. 0.18% 137,710 $15.8M Add +27.4%
HON Honeywell International Inc. 0.18% 76,455 $15.7M Reduce -40.5%
TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN 0.18% 715,097 $15.6M Add +7.7%
WSO Watsco Inc. 0.18% 36,152 $15.6M Reduce -41.3%
FIXD First Trust Smith Opportunis 0.17% 351,821 $15.3M Reduce -59.5%
AVUV Avantis US Small Cap Value 0.17% 162,761 $15.3M Reduce -43.5%
CLOZ Eldridge BBB-B Clo ETF 0.17% 568,204 $15.2M Reduce -21.2%
UNP Union Pacific Corp. 0.17% 61,647 $15.2M Reduce -29.2%
VLO Valero Energy Corp. 0.17% 88,530 $15.1M Reduce -33.8%
PEG Public Service Enterprise GP 0.17% 226,160 $15.1M Reduce -27.1%
DUHP Dimensional US High Profi Et 0.17% 476,142 $15.1M Reduce -60.5%
TFC Truist Financial Corp. 0.17% 382,572 $14.9M Reduce -27.3%
DFAT Dimensional US Target Value 0.17% 273,884 $14.9M Add +7.0%
MBB iShares MBS ETF 0.17% 160,844 $14.9M Reduce -43.9%
HAWX iShares Cur HDG MSCI Acwi-X 0.17% 470,688 $14.8M Reduce -0.1%
SNAV Mohr Sector Nav ETF filed as COLLABORATIVE INVESTMNT SER 0.17% 501,155 $14.7M Reduce -38.4%
IBHD iShares Ibonds 2024 H/Y Inc. 0.17% 626,447 $14.6M Reduce -77.2%
FENY Fidelity MSCI Energy Index 0.16% 562,832 $14.6M Reduce -5.6%
DFAI Dimensional International Co. 0.16% 481,100 $14.5M Add +9.8%
D Dominion Energy Inc. 0.16% 289,579 $14.2M Reduce -29.2%
GLD SPDR Gold Shares 0.16% 69,173 $14.2M Reduce -80.8%
FITB Fifth Third Bancorp 0.16% 373,965 $13.9M Reduce -26.0%
MO Altria Group Inc. 0.16% 317,402 $13.8M Reduce -57.0%
HPQ HP Inc. 0.16% 458,024 $13.8M Reduce -33.6%
COLLABORATIVE INVESTMNT SER 0.15% 515,796 $13.7M New
IEFA iShares Core MSCI Eafe ETF 0.15% 184,022 $13.7M Reduce -68.5%
ETR Entergy Corp. 0.15% 127,175 $13.4M Reduce -26.6%
USMV iShares MSCI USA Min Vol Fac 0.15% 160,727 $13.4M Reduce -80.4%
PFE Pfizer Inc. 0.15% 483,719 $13.4M Reduce -53.1%
CMBS iShares CMBS ETF 0.15% 283,841 $13.4M Add +14.7%
CFG Citizens Financial Group 0.15% 365,267 $13.3M Reduce -17.2%
OEF iShares S&P 100 ETF 0.15% 53,311 $13.2M Reduce -23.8%
BEN Franklin Templeton Inc. 0.15% 468,921 $13.2M Reduce -18.1%
PFG Principal Financial Group 0.15% 151,062 $13.0M Reduce -18.9%
LMBS First Trust Low Duration Opp 0.15% 268,431 $13.0M Reduce -13.3%
COST Costco Wholesale Corp. 0.15% 17,597 $12.9M Reduce -71.7%
EIX Edison International 0.15% 181,620 $12.8M Reduce -11.6%
FNF Fidelity National Financial 0.14% 241,147 $12.8M Reduce -19.8%
ANGL Vaneck Fallen Angel High YLD 0.14% 438,104 $12.7M Reduce -48.5%
FREL Fidelity MSCI RL Est Indx 0.14% 483,052 $12.6M Add +22.6%
AEP American Electric Power 0.14% 145,715 $12.5M Reduce -29.9%
GOOG Alphabet Inc. Class C 0.14% 79,799 $12.2M Reduce -73.8%
EDV Vanguard Extended Dur Treas 0.14% 155,948 $11.9M Reduce -58.0%
ONEQ Fidelity Nasdaq Comp Indx 0.13% 185,314 $11.9M Reduce -31.1%
CMS CMS Energy Corp. 0.13% 193,206 $11.7M Reduce -17.6%
JEPI JPMorgan Equity Premium Inco 0.13% 201,442 $11.7M Reduce -81.5%
DTE DTE Energy Company 0.13% 102,080 $11.4M Reduce -26.8%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.13% 39,582 $11.3M Reduce -80.4%
IAUM iShares Gold Trust Micro 0.13% 503,912 $11.2M Reduce -64.9%
BWA Borgwarner Inc. 0.12% 315,763 $11.0M Add +11.7%
FTCS First Trust Capital Strength 0.12% 124,788 $10.7M Reduce -46.9%
LNT Alliant Energy Corp. 0.12% 211,838 $10.7M Reduce -18.7%
CNP Centerpoint Energy Inc. 0.12% 372,790 $10.6M Add +8.8%
VTV Vanguard Mrngstr Val ETF-Aui 0.12% 64,589 $10.5M Reduce -85.1%
PPL PPL Corp. 0.12% 381,932 $10.5M Reduce -25.8%
XLC SS Comm Select Sector SPDR 0.12% 128,296 $10.5M Reduce -62.2%
VUSB Vanguard Ultra Short Bond Et 0.12% 209,964 $10.4M Reduce -5.1%
SIXO Allian US Equ 6 Mon BU10-Usd 0.12% 351,806 $10.4M Add +909.6%
IVZ Invesco Ltd. 0.12% 627,024 $10.4M Reduce -18.4%
ATR Aptargroup Inc. 0.12% 72,129 $10.4M Add +24.0%
WEC WEC Energy Group Inc. 0.12% 124,966 $10.3M Reduce -10.4%
DDWM Wisdomtree DY Inter Eq FD-US 0.11% 294,970 $10.1M Add +3.4%
SPHQ Invesco S&P 500 Quality ETF 0.11% 166,417 $10.1M Reduce -15.5%
AGG iShares Core U.S. Aggregate 0.11% 102,208 $10.0M Reduce -85.7%
SON Sonoco Products Co. 0.11% 169,895 $9.8M Reduce -12.7%
BSV Vanguard Short-Term Bond ETF 0.11% 127,429 $9.8M Reduce -77.1%
BND Vanguard Total Bond Market 0.11% 130,956 $9.5M Reduce -68.3%
OGE Oge Energy Corp. 0.11% 277,160 $9.5M Reduce -10.2%
FE Firstenergy Corp. 0.11% 243,455 $9.4M Reduce -14.1%
AGGY Wisdomtree Yield Enhanced US 0.11% 215,183 $9.3M Reduce -70.5%
WMT Walmart Inc. 0.11% 154,599 $9.3M Reduce -82.2%
VTI VG Morningstar TS MKT ETF-US 0.10% 35,685 $9.3M Reduce -93.1%
WTS Watts Water Technologies-A 0.10% 43,385 $9.2M Add +20.5%
GL Globe Life Inc. 0.10% 78,365 $9.1M Reduce -3.4%
XLE SS Energy Select Sector 0.10% 95,534 $9.0M Reduce -57.0%
WBA Walgreens Boots Alliance Inc. 0.10% 411,017 $8.9M Reduce -25.6%
UAUG Innovator U.S. Equity Ultra 0.10% 268,983 $8.8M Reduce -4.5%
EGP Eastgroup Properties Inc. 0.10% 48,049 $8.6M Add +17.8%
GGG Graco Inc. 0.10% 91,355 $8.5M Reduce -6.3%
EVR Evercore Inc. Class A 0.09% 43,282 $8.3M Add +14.9%
BIL SS SPDR BB 1-3M T-Bill ETF 0.09% 90,141 $8.3M Reduce -95.6%
TPH Tri Pointe Homes Inc. 0.09% 213,823 $8.3M Add +20.6%
TFLO iShares Treasury Floating Ra 0.09% 161,388 $8.2M Reduce -78.7%
NWL Newell Brands Inc. 0.09% 1,008,144 $8.1M Reduce -11.1%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.09% 51,762 $8.1M Reduce -37.0%
SPMB SS SPDR P Mort Back Bond ETF 0.09% 358,987 $7.8M Reduce -9.6%
VEA Vanguard Ftse Developed ETF 0.09% 155,339 $7.8M Reduce -84.2%
XLI SS Industrial Select Sector 0.09% 61,302 $7.7M Reduce -54.8%
IXC iShares Global Energy ETF 0.09% 179,605 $7.7M Reduce -36.0%
UBER Uber Technologies Inc. 0.09% 99,743 $7.7M Reduce -25.6%
BINC iShares Flex I A ETF-Usd Inc. 0.09% 145,574 $7.6M Reduce -14.5%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.09% 19,165 $7.6M Reduce -88.9%
ETN Eaton Corp. PLC 0.09% 24,196 $7.6M Reduce -24.5%
SCHD Schwab US DVD Equity ETF 0.09% 93,319 $7.5M Reduce -85.3%
SCHZ Schwab US Aggregate Bond ETF 0.08% 157,229 $7.2M Add +15.0%
FDL First Trust Morn DVD Lead Inc. 0.08% 186,925 $7.2M Reduce -43.2%
FTA First Trust L C Val Alp 0.08% 94,024 $7.2M Reduce -8.4%
TJUL Innovator Equity Defined Pro 0.08% 272,077 $7.2M Reduce -3.9%
ACN Accenture PLC Class A 0.08% 20,598 $7.1M Reduce -55.2%
KNG FT Vest S&P 500 DVD Arst TRG 0.08% 131,918 $7.1M Reduce -52.5%
IYJ iShares U.S. Industrials ETF 0.08% 55,698 $7.0M Reduce -26.0%
KO The Coca-Cola Co. 0.08% 112,925 $6.9M Reduce -82.3%
NEM Newmont Corp. 0.08% 190,749 $6.8M Reduce -23.5%
IYF iShares US Financials ETF 0.08% 71,028 $6.8M Reduce -9.7%
CAT Caterpillar Inc. 0.08% 18,436 $6.8M Reduce -82.2%
QFLR Innovator Nasdaq-100 MF ETF 0.08% 258,375 $6.7M New
IYC iShares US Consumer Discreti 0.07% 80,725 $6.6M Reduce -16.9%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.07% 34,103 $6.5M Reduce -73.0%
GATX Gatx Corp. 0.07% 48,747 $6.5M Add +22.5%
DJUL FT Vest US Equity Deep Buffe 0.07% 168,073 $6.5M Reduce -18.4%
SEIX Virtus Seix Senior Loan ETF 0.07% 270,286 $6.5M Add +37.2%
PYLD PIMCO Multisector Bond Actv 0.07% 247,958 $6.4M Add +134.9%
EMB iShares JP Morgan Usd Emergi 0.07% 70,604 $6.3M Reduce -30.4%
FLDR Fidelity Low Durat Fact ETF 0.07% 126,559 $6.3M Add +11.2%
IAU iShares Gold Trust 0.07% 150,066 $6.3M Reduce -55.0%
TYA Simplify Intermediate Term 0.07% 465,703 $6.2M Reduce -57.6%
VFH Vanguard Financials ETF 0.07% 58,117 $6.0M Reduce -36.1%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.07% 22,589 $5.9M Reduce -50.5%
RTX RTX Corp. 0.07% 60,334 $5.9M Reduce -62.6%
IFRA iShares US Infrastructure 0.07% 132,931 $5.8M Reduce -47.3%
R Ryder System Inc. 0.06% 47,786 $5.7M Reduce -14.2%
IXUS iShares Core Intl Stock ETF 0.06% 83,671 $5.7M Reduce -61.3%
WM Waste Management Inc. 0.06% 26,622 $5.7M Reduce -74.4%
PDBC Invesco Optimum Yield Divers 0.06% 408,928 $5.7M Reduce -76.2%
IJH iShares Core S&P Midcap ETF 0.06% 92,861 $5.6M Reduce -85.7%
HYGV NT HY Val-SCRD BD ETF 0.06% 134,468 $5.5M Reduce -12.8%
XLK SS Technology Select Sector 0.06% 26,426 $5.5M Reduce -84.3%
FVD First Trust Value Line DVD 0.06% 128,691 $5.4M Reduce -67.1%
ABT Abbott Laboratories 0.06% 47,500 $5.4M Reduce -69.6%
DD Dupont DE Nemours Inc. 0.06% 70,166 $5.4M Reduce -1.4%
AIG American International Group 0.06% 68,778 $5.4M Reduce -17.7%
SPGP Invesco S&P 500 Garp ETF 0.06% 50,434 $5.4M Reduce -49.1%
DAUG FT Vest U.S. Equity Deep Buf 0.06% 144,015 $5.3M Reduce -19.3%
IJK iShares S&P Mid-Cap 400 Grow 0.06% 58,051 $5.3M Reduce -38.7%
PDI PIMCO Dynamic Income Fund 0.06% 273,667 $5.3M Reduce -38.9%
HSCZ iShares Cur HDG MSCI Eafe SM 0.06% 165,775 $5.2M Add +0.5%
DFIV Dimensional International Va 0.06% 141,284 $5.2M Add +3.7%
DIHP Dimensional International Hi 0.06% 192,236 $5.2M Reduce -42.3%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.06% 43,192 $5.2M Reduce -26.5%
AVGO Broadcom Inc. 0.06% 3,884 $5.1M Reduce -92.4%
NFLX Netflix Inc. 0.06% 8,422 $5.1M Reduce -78.8%
SPDW Ste STR SPDR PT DW Eu ETF 0.06% 141,178 $5.1M Reduce -83.1%
BMY Bristol-Myers Squibb Co. 0.06% 92,869 $5.0M Reduce -69.9%
KBWD Invesco KBW High Dividend Yi 0.06% 323,070 $5.0M Add +730.9%
SCHG Schwab US Large-Cap Growth 0.06% 53,613 $5.0M Reduce -77.0%
ADBE Adobe Inc. 0.06% 9,833 $5.0M Reduce -78.8%
VIG Vanguard Dividend Apprec ETF 0.06% 26,680 $4.9M Reduce -78.8%
RDVY First Trust Rising Dividend 0.06% 86,640 $4.9M Reduce -71.6%
HYGW iShares HY Corp. BD Buywr ETF 0.05% 144,008 $4.8M Add +147.3%
SVOL Simplify Volatility Premium 0.05% 213,262 $4.8M Add +40.0%
IJR iShares Core S&P Small-Cap E 0.05% 43,347 $4.8M Reduce -93.2%
TXN Texas Instruments Inc. 0.05% 27,451 $4.8M Reduce -59.2%
COWZ Pacer US Cash Cows 100 ETF 0.05% 82,206 $4.8M Reduce -78.9%
DFEV Dimensional Emrg MRKT Val 0.05% 183,794 $4.8M Reduce -31.8%
DDLS Wisdmtre DY Int Smlcap Ef-US 0.05% 138,112 $4.7M Add +3.8%
BUCK Simplify Treasury Option Inc. 0.05% 187,381 $4.7M New
SPAB SS SPDR P Agg Bond ETF 0.05% 185,707 $4.7M Reduce -81.7%
WFC Wells Fargo & Co. 0.05% 80,729 $4.7M Reduce -77.9%
PSEP Innovator U.S. Equity Power 0.05% 127,685 $4.7M Reduce -37.1%
DFAE Dimensional Emerging Core Eq 0.05% 186,783 $4.6M Add +11.3%
PFEB Innovator U.S. Equity Power 0.05% 131,928 $4.5M Add +222.7%
LTPZ PIMCO 15+ YR US Tips Indx 0.05% 80,355 $4.5M Reduce -66.8%
COR Cencora Inc. 0.05% 18,358 $4.5M Reduce -83.5%
IXP iShares Global Comm Services 0.05% 52,659 $4.4M Add +4.1%
SJB Proshares Short High Yield 0.05% 257,893 $4.4M Add +1877.6%
CMI Cummins Inc. 0.05% 14,962 $4.4M Reduce -20.8%
FSTA Fidelity MSCI Cons Stap Indx 0.05% 92,578 $4.4M Reduce -21.3%
VWO Vanguard Ftse Emerging Marke 0.05% 105,246 $4.4M Reduce -85.5%
CSGP Costar Group Inc. 0.05% 45,307 $4.4M Reduce -74.8%
OMFL Invesco Russell 1000 DYN M/F 0.05% 79,149 $4.4M Add +140.9%
CAH Cardinal Health Inc. 0.05% 38,262 $4.3M Reduce -34.0%
DOW Dow Inc. 0.05% 73,902 $4.3M Reduce -85.1%
SPD Simplify US Eqty Plus Down 0.05% 136,909 $4.3M Reduce -58.8%
LISTED FDS TR 0.05% 112,896 $4.3M Reduce -58.7%
LISTED FDS TR 0.05% 141,477 $4.3M Reduce -58.7%
TIP iShares Tips Bond ETF 0.05% 39,439 $4.2M Reduce -80.3%
DELL Dell Technologies -C 0.05% 36,704 $4.2M Reduce -53.9%
XLB SS Materials Select Sector 0.05% 45,009 $4.2M Reduce -43.2%
VCR Vanguard Consumer Discre ETF 0.05% 13,011 $4.1M Reduce -41.9%
CMDT PIMCO Commodity Active Strat 0.05% 152,118 $4.1M New
HCA HCA Healthcare Inc. 0.05% 12,363 $4.1M Reduce -53.2%
NEE Nextera Energy Inc. 0.05% 64,441 $4.1M Reduce -84.9%
AMGN Amgen Inc. 0.05% 14,452 $4.1M Reduce -82.7%
PLTR Palantir Technologies Inc. Class A 0.05% 177,764 $4.1M Reduce -66.8%
IBTE iShares Ibonds Dec 2024 Term 0.05% 170,732 $4.1M Reduce -56.0%
PDEC Innovator U.S. Equity Power 0.05% 111,235 $4.1M Reduce -31.5%
NDAQ Nasdaq Inc. 0.05% 64,363 $4.1M Reduce -26.7%
LISTED FDS TR 0.05% 102,682 $4.0M New
NORTHERN LTS FD TR IV 0.05% 131,223 $4.0M Reduce -91.6%
FAST Fastenal Co. 0.05% 51,944 $4.0M Reduce -14.6%
XRT SS SPDR S&P Retail ETF 0.05% 50,459 $4.0M Add +1315.4%
CVS CVS Health Corp. 0.04% 49,965 $4.0M Reduce -79.1%
XLSR SS US Sector Rotation 0.04% 79,823 $4.0M Reduce -80.9%
SO The Southern Co. 0.04% 55,451 $4.0M Reduce -79.1%
EXPE Expedia Group Inc. 0.04% 28,825 $4.0M Add +168.9%
TEL Te Connectivity Ltd. 0.04% 27,084 $3.9M Reduce -43.2%
UGI Ugi Corp. 0.04% 158,775 $3.9M Add +16.9%
COP Conocophillips 0.04% 30,347 $3.9M Reduce -75.4%
FCOM Fidelity MSCI Comm Serv Indx 0.04% 77,378 $3.8M Reduce -68.3%
WTV Wisdomtree U.S. Value Fund 0.04% 50,672 $3.8M Add +38.1%
SRCL Stericycle Inc. 0.04% 71,146 $3.8M Add +9.7%
FDMO Fidelity Momentum Factor ETF 0.04% 62,175 $3.8M Reduce -0.9%
FANG Diamondback Energy Inc. 0.04% 18,846 $3.7M Reduce -89.4%
NOW ServiceNow Inc. 0.04% 4,892 $3.7M Reduce -81.5%
MNST Monster Beverage Corp. 0.04% 62,912 $3.7M Reduce -41.0%
BAX Baxter International Inc. 0.04% 86,217 $3.7M Add +1118.6%
IDXX Idexx Laboratories Inc. 0.04% 6,823 $3.7M Reduce -72.9%
SCHW Schwab (charles) Corp. 0.04% 50,605 $3.7M Reduce -72.5%
VNQ Vanguard Real Estate ETF 0.04% 42,193 $3.6M Reduce -76.2%
SHY iShares 1-3 Year Treasury Bo 0.04% 44,297 $3.6M Reduce -79.1%
INTU Intuit Inc. 0.04% 5,557 $3.6M Reduce -89.2%
PH Parker Hannifin Corp. 0.04% 6,485 $3.6M Reduce -65.2%
SHOP Shopify Inc. Class A 0.04% 46,663 $3.6M Reduce -75.8%
DFEB FT Vest U.S. Equity Deep Buf 0.04% 91,416 $3.6M Add +73.7%
NWSA News Corp. Class A 0.04% 136,365 $3.6M Add +1.8%
DSEP FT Vest U.S. Equity Deep Buf 0.04% 93,259 $3.6M Reduce -34.2%
ORCL Oracle Corp. 0.04% 28,349 $3.6M Reduce -85.1%
IWF iShares Russell 1000 Growth 0.04% 10,506 $3.5M Reduce -84.1%
FDN First Trust DJ Internet Ind 0.04% 17,185 $3.5M Reduce -51.6%
IQV Iqvia Holdings Inc. 0.04% 13,931 $3.5M Reduce -52.4%
DHR Danaher Corp. 0.04% 14,101 $3.5M Reduce -63.6%
BOND PIMCO Active Bond Exchange-T 0.04% 38,240 $3.5M Reduce -7.3%
FVAL Fidelity Value Factor ETF 0.04% 61,519 $3.5M Reduce -4.5%
WMB Williams Cos Inc. 0.04% 85,780 $3.3M Reduce -60.4%
XLRE SS Real Estate Select Sector 0.04% 83,757 $3.3M Reduce -61.2%
HDV iShares Core High Dividend E 0.04% 30,038 $3.3M Reduce -70.3%
DUK Duke Energy Corp. 0.04% 34,214 $3.3M Reduce -78.7%
RSP Invesco S&P 500 Equal Weight 0.04% 19,501 $3.3M Reduce -90.7%
SPHY SS SPDR P High Yield ETF 0.04% 139,915 $3.3M Reduce -55.4%
FLG New York Community Bancorp 0.04% 1,018,388 $3.3M Add +6.5%
MAS Masco Corp. 0.04% 41,221 $3.3M Reduce -0.3%
TDIV FT Nasdaq Tech DVD Index FD 0.04% 46,379 $3.2M Reduce -30.1%
FDVV Fidelity High Dividend ETF 0.04% 70,787 $3.2M Reduce -50.2%
SHV iShares 0-1 Year Treasury Bo 0.04% 28,861 $3.2M Reduce -87.6%
FIAX Nicholas Fixed Inc. Alt ETF 0.04% 164,444 $3.2M Reduce -88.7%
ADI Analog Devices Inc. 0.04% 15,923 $3.1M Reduce -33.8%
FNCL Fidelity MSCI Financial Indx 0.04% 53,013 $3.1M Reduce -57.0%
DFAC Dimensional US Core Equity 2 0.04% 98,541 $3.1M Reduce -82.0%
AMT American Tower Corp. 0.04% 15,904 $3.1M Reduce -53.8%
VCSH Vanguard S/T Corp. Bond ETF 0.04% 40,567 $3.1M Reduce -47.6%
OKTA Okta Inc. 0.04% 29,969 $3.1M Reduce -70.4%
BNDX Vanguard Total Intl Bond ETF 0.04% 63,463 $3.1M Reduce -83.2%
MCK McKesson Corp. 0.03% 5,734 $3.1M Reduce -70.0%
GE General Electric 0.03% 17,520 $3.1M Reduce -54.2%
GPC Genuine Parts Co. 0.03% 19,724 $3.1M Reduce -25.8%
LOW Lowe's Cos Inc. 0.03% 11,963 $3.0M Reduce -77.6%
HUBS HubSpot Inc. 0.03% 4,854 $3.0M Reduce -74.2%
YMAG Yieldmax MGNF 7 Fu Op in ETF 0.03% 147,763 $3.0M New
SPYD SS SPDR P S&P 500 Hi Div ETF 0.03% 74,201 $3.0M Reduce -43.0%
PAUG Innovator U.S. Equity Power 0.03% 85,298 $3.0M Reduce -95.4%
VEEV Veeva Systems Inc. Class A 0.03% 12,948 $3.0M Reduce -70.9%
ARCC Ares Capital Corp. 0.03% 143,818 $3.0M Reduce -56.0%
KR Kroger Co. 0.03% 51,796 $3.0M Reduce -60.3%
IDU iShares US Utilities ETF 0.03% 34,924 $3.0M Reduce -2.0%
HEEM iShares Crncy Hedgd MSCI Em 0.03% 114,436 $2.9M Reduce -1.8%
XCHYX Calamos Convert & High Inc. 0.03% 247,661 $2.9M Reduce -0.5%
WDAY Workday Inc. Class A 0.03% 10,541 $2.9M Reduce -74.7%
FQAL Fidelity Quality Factor ETF 0.03% 48,126 $2.8M Reduce -3.7%
IBHE iShares Ibonds 2025 H/Y Inc. 0.03% 119,938 $2.8M Reduce -86.0%
DECW Alianzim US Eq BFR20 Dec-Usd 0.03% 96,557 $2.8M Reduce -86.0%
WAL Western Alliance Bancorp 0.03% 43,607 $2.8M Add +7.6%
SPEM State Street SP PTF Em ETF 0.03% 76,910 $2.8M Reduce -91.2%
AXP American Express Co. 0.03% 12,085 $2.8M Reduce -83.0%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.03% 25,036 $2.7M Reduce -65.5%
PJUL Innovator U.S. Equity Power 0.03% 71,642 $2.7M Reduce -94.4%
NHC National Healthcare Corp. 0.03% 28,696 $2.7M Reduce -1.1%
LISTED FDS TR 0.03% 84,246 $2.7M Reduce -9.0%
PXD Pioneer Natural Resources Co. 0.03% 10,293 $2.7M Reduce -68.6%
IEF iShares 7-10 Year Treasury B 0.03% 28,522 $2.7M Reduce -93.6%
BUFR FT Vest Lad Buffervetf-Usd I 0.03% 96,122 $2.7M Reduce -96.7%
GDX Vaneck Gold Miners ETF 0.03% 84,971 $2.7M Reduce -69.9%
MET Metlife Inc. 0.03% 36,205 $2.7M Reduce -47.5%
SCHR Schwab Intermediate-Term US 0.03% 54,607 $2.7M Reduce -0.1%
QCOM Qualcomm Inc. 0.03% 15,751 $2.7M Reduce -88.7%
SPTM SS SPDR P S&P 1500 Comp ETF 0.03% 41,342 $2.7M Reduce -82.4%
BA The Boeing Co. 0.03% 13,724 $2.6M Reduce -81.2%
EMHY iShares J.P. Morgan Em High 0.03% 70,622 $2.6M Reduce -4.7%
TMUS T-Mobile US Inc. 0.03% 16,135 $2.6M Reduce -69.7%
SCHP Schwab U.S. Tips ETF 0.03% 50,345 $2.6M Reduce -79.9%
FDT First Trust Develp MKT Ex-US 0.03% 46,687 $2.6M Reduce -22.3%
MDLZ Mondelez International Inc. Class A 0.03% 37,356 $2.6M Reduce -61.7%
GLDM SPDR Gold Minishares Trust 0.03% 59,243 $2.6M Reduce -92.1%
GIS General Mills Inc. 0.03% 37,220 $2.6M Reduce -56.2%
SHW The Sherwin-Williams Co. 0.03% 7,497 $2.6M Reduce -66.5%
KHC The Kraft Heinz Co. 0.03% 69,900 $2.6M Reduce -19.1%
DFAR Dimensional US Real Est ETF 0.03% 115,099 $2.6M Reduce -79.0%
COF Capital One Financial Corp. 0.03% 17,251 $2.6M Add +57.9%
SMH Vaneck Semiconductor ETF 0.03% 11,383 $2.6M Reduce -86.4%
UPS United Parcel Service Class B 0.03% 17,201 $2.6M Reduce -86.4%
LMT Lockheed Martin Corp. 0.03% 5,603 $2.5M Reduce -89.7%
ISHG iShares -3 Year Internationa 0.03% 36,365 $2.5M Add +1.4%
FJUL FT Vest US Equity Buffer ETF 0.03% 56,873 $2.5M Reduce -59.6%
FERG Ferguson Jersey Ltd. 0.03% 11,518 $2.5M Reduce -70.7%
MRVL Marvell Technology Inc. 0.03% 35,129 $2.5M Reduce -55.5%
MAR Marriott International Class A 0.03% 9,843 $2.5M Reduce -75.4%
HYBL SS Blackstone High Inc. ETF 0.03% 87,415 $2.5M Add +0.3%
SPSM SS SPDR P S&P 600 Small Cap 0.03% 57,445 $2.5M Reduce -93.0%
IXN iShares Global Tech ETF 0.03% 32,795 $2.5M Reduce -44.7%
TEAM Atlassian Corp. Class A 0.03% 12,564 $2.5M Reduce -75.2%
GJAN FT Vest US Equity Moderate B 0.03% 67,802 $2.4M Reduce -69.8%
MMM 3M Co. 0.03% 22,757 $2.4M Reduce -81.6%
STLA Stellantis NV 0.03% 84,960 $2.4M Reduce -60.7%
FDEC FT Vest U.S. Equity Buffer E 0.03% 58,207 $2.4M Reduce -88.9%
FTC First Trust Large Cap Growth 0.03% 19,260 $2.4M Reduce -22.7%
ELV Elevance Health Inc. 0.03% 4,568 $2.4M Reduce -71.5%
BKLN Invesco Senior Loan ETF 0.03% 111,428 $2.4M Reduce -2.8%
QTEC First Trust Nasdq 100 Tech I 0.03% 12,299 $2.3M Reduce -68.2%
DBEF Xtrackers MSCI Eafe Hedged E 0.03% 57,078 $2.3M New
FPE FT-Preferred Secur & Inc. ETF 0.03% 134,517 $2.3M Reduce -68.3%
EBAY eBay Inc. 0.03% 43,420 $2.3M Reduce -25.7%
TDSC Exchange Listed Funds Trust 0.03% 94,382 $2.3M Reduce -60.7%
GPN Global Payments Inc. 0.03% 16,780 $2.2M Reduce -58.8%
SFLR Innovator Eqty MGD Floor ETF 0.03% 73,913 $2.2M Add +8.6%
AKAM Akamai Technologies Inc. 0.03% 20,382 $2.2M Reduce -54.2%
DE Deere & Co. 0.02% 5,368 $2.2M Reduce -82.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.02% 8,823 $2.2M Reduce -93.6%
ITOT iShares Core S&P Total U.S. 0.02% 19,092 $2.2M Reduce -86.9%
SJNK SS SPDR BB St Hi Yield ETF 0.02% 87,093 $2.2M Reduce -21.8%
UTEN F/M US Treasury 10 Year Note 0.02% 49,549 $2.2M Add +212.6%
TEVA Teva Pharmaceutical-SP ADR 0.02% 154,090 $2.2M Reduce -30.7%
FLJJ Allianzim US 6M FLR5 Jan-Jul 0.02% 83,097 $2.2M New
CDNS Cadence Design SYS Inc. 0.02% 6,940 $2.2M Reduce -85.8%
IGOV iShares International Treasu 0.02% 54,377 $2.2M Add +0.5%
MBND SS Nuveen Munic Bond ETF-Usd 0.02% 76,303 $2.1M Reduce -54.9%
FNDX Schwab Fndmntl US LRG Co. ETF 0.02% 30,847 $2.1M Reduce -84.3%
HPE Hewlett Packard Enterprise 0.02% 116,962 $2.1M Reduce -60.5%
DFAX Dimensional World Ex US Core 0.02% 81,255 $2.1M Reduce -52.0%
IUSV iShares Core S&P U.S. Value 0.02% 22,666 $2.0M Reduce -91.0%
QQQM Invesco Nasdaq 100 ETF 0.02% 11,155 $2.0M Reduce -95.6%
BTAL Agf US Market Neutral Anti-B 0.02% 112,943 $2.0M Reduce -1.8%
SNX TD Synnex Corp. 0.02% 17,925 $2.0M Reduce -59.1%
BAR Graniteshares Gold Trust 0.02% 92,265 $2.0M Reduce -24.2%
IYM iShares U.S. Basic Materials 0.02% 13,584 $2.0M Reduce -28.2%
SNPS Synopsys Inc. 0.02% 3,509 $2.0M Reduce -78.2%
VB Vanguard Most SM-Cap ETF-Usd 0.02% 8,737 $2.0M Reduce -86.1%
XYL Xylem Inc. 0.02% 15,266 $2.0M Reduce -44.8%
PMAY Innovator U.S. Equity Power 0.02% 60,497 $2.0M Reduce -52.6%
G Genpact Ltd. 0.02% 59,447 $2.0M Reduce -39.1%
FDLO Fidelity Low Volat Fact ETF 0.02% 34,828 $2.0M Reduce -49.5%
GILD Gilead Sciences Inc. 0.02% 26,672 $2.0M Reduce -78.9%
COHR Coherent Corp. 0.02% 32,085 $1.9M Reduce -75.0%
SPLV Invesco S&P 500 Low Volatili 0.02% 29,466 $1.9M Reduce -80.4%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.02% 8,191 $1.9M Reduce -50.7%
LEA Lear Corp. 0.02% 13,295 $1.9M Reduce -60.1%
MPC Marathon Petroleum Corp. 0.02% 9,549 $1.9M Reduce -76.0%
CTLT Catalent Inc. 0.02% 33,802 $1.9M New
TSN Tyson Foods Inc. Class A 0.02% 32,485 $1.9M Reduce -60.9%
FAUG FT Vest U.S. Equity Buffer E 0.02% 44,408 $1.9M Reduce -39.6%
ENB Enbridge Inc. 0.02% 52,524 $1.9M Reduce -72.9%
FOCT FT Vest U.S. Equity Buffer E 0.02% 46,755 $1.9M Reduce -27.8%
CHRW C.H. Robinson Worldwide Inc. 0.02% 24,827 $1.9M Reduce -72.2%
ADM Archer-Daniels-Midland Co. 0.02% 29,590 $1.9M Reduce -71.7%
FXH First Trust Health Care Alph 0.02% 16,938 $1.9M Reduce -31.1%
ESGU iShares ESG Aware MSCI USA 0.02% 16,139 $1.9M Reduce -80.2%
HIGH Simplify Enhanced Income ETF 0.02% 75,940 $1.9M Reduce -55.1%
FMC FMC Corp. 0.02% 29,063 $1.9M Add +474.6%
NXPI NXP Semiconductors NV 0.02% 7,462 $1.8M Reduce -58.4%
ADP Automatic Data Processing 0.02% 7,362 $1.8M Reduce -78.7%
EXE Expand Energy Corp. filed as CHESAPEAKE ENERGY CORP 0.02% 20,694 $1.8M Reduce -65.5%
DLR Digital Realty Trust Inc. 0.02% 12,759 $1.8M Reduce -81.7%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.02% 23,457 $1.8M Reduce -87.8%
EOG EOG Resources Inc. 0.02% 14,239 $1.8M Reduce -81.4%
XHB SS SPDR S&P Homebldrs ETF 0.02% 16,300 $1.8M Reduce -84.9%
GOCT FT Vest US Equity Moderate B 0.02% 54,393 $1.8M Reduce -23.7%
ODFL Old Dominion Freight Line 0.02% 8,205 $1.8M Reduce -82.9%
FLGV Franklin U.S. Treasury Bond 0.02% 87,725 $1.8M Add +0.7%
BG Bunge Global SA 0.02% 17,525 $1.8M Reduce -60.2%
TSM Taiwan Semiconductor-SP ADR 0.02% 13,153 $1.8M Reduce -66.9%
NSC Norfolk Southern Corp. 0.02% 7,017 $1.8M Reduce -57.2%
QQQE Dirx Nasdaq-100EQ Wi ETF-Usd 0.02% 19,998 $1.8M Reduce -36.1%
DGRO iShares Core Dividend Growth 0.02% 30,713 $1.8M Reduce -95.8%
AMAT Applied Materials Inc. 0.02% 8,616 $1.8M Reduce -91.5%
CNA Cna Financial Corp. 0.02% 38,825 $1.8M Reduce -69.4%
FLRN SS SPDR BB Ig Float RT ETF 0.02% 56,780 $1.8M Reduce -62.0%
XLP SS Consumer Staples Sel Sect 0.02% 22,709 $1.7M Reduce -86.6%
SLV iShares Silver Trust 0.02% 75,953 $1.7M Reduce -94.5%
SMMU PIMCO SHRT TRM Muni BND ETF 0.02% 34,520 $1.7M Reduce -1.3%
CCK Crown Holdings Inc. 0.02% 21,709 $1.7M Reduce -54.6%
RWL Invesco S&P 500 Revenue ETF 0.02% 18,196 $1.7M Reduce -66.8%
AES AES Corp. 0.02% 94,866 $1.7M Add +810.6%
LXP LXP Industrial Trust 0.02% 187,265 $1.7M Add +2.4%
RDIV Invesco S&P Ultra Dividend 0.02% 36,810 $1.7M Reduce -1.9%
FFIV F5 Inc. 0.02% 8,853 $1.7M Reduce -55.3%
CTAS Cintas Corp. 0.02% 2,442 $1.7M Reduce -39.2%
VTC Vanguard Total Corporate BND 0.02% 21,822 $1.7M Reduce -6.3%
TTWO Take-Two Interactive Softwre 0.02% 11,211 $1.7M Reduce -62.5%
MLN Vaneck Long Muni ETF 0.02% 91,965 $1.7M Reduce -80.0%
DDEC FT Vest U.S. Equity Deep Buf 0.02% 44,068 $1.7M Reduce -24.9%
APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC 0.02% 20,695 $1.6M Reduce -59.8%
AMCR Amcor PLC 0.02% 172,883 $1.6M Reduce -52.4%
CBRE CBRE Group Inc. Class A 0.02% 16,731 $1.6M Reduce -52.7%
ZION Zions Bancorp NA 0.02% 37,348 $1.6M Reduce -58.2%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.02% 29,823 $1.6M Reduce -93.6%
BUFD FT VST Lad Deep Buf ETF-Usdi 0.02% 68,397 $1.6M Reduce -97.8%
PYPL PayPal Holdings Inc. 0.02% 24,075 $1.6M Reduce -87.1%
VSS Vanguard Ftse All Wo X-US SC 0.02% 13,646 $1.6M Reduce -26.8%
MSCI MSCI Inc. 0.02% 2,836 $1.6M Reduce -72.5%
EMCB Wisdomtree Em Corp. Bond 0.02% 24,352 $1.6M Add +0.8%
VGK Vanguard Ftse Europe ETF 0.02% 23,331 $1.6M Reduce -95.0%
TXT Textron Inc. 0.02% 16,291 $1.6M Reduce -10.7%
PJAN Innovator U.S. Equity Power 0.02% 39,488 $1.5M Reduce -40.0%
CWEN Clearway Energy Inc. Class C 0.02% 66,192 $1.5M Reduce -20.1%
SPMD SS SPDR P S&P 400 Midcap ETF 0.02% 28,515 $1.5M Reduce -93.9%
FEX First Trust Large Cap Core A 0.02% 15,230 $1.5M Reduce -34.1%
VXUS Vanguard Total Intl Stock 0.02% 25,001 $1.5M Reduce -86.9%
FISR SS Fi Sector Rotation 0.02% 58,613 $1.5M Reduce -89.5%
PNOV Innovator U.S. Equity Power 0.02% 42,239 $1.5M Reduce -54.2%
PULS Pgim Ultra Short Bond ETF 0.02% 30,204 $1.5M Reduce -89.2%
DFUS Dimensional US Eq MKT ETF 0.02% 26,291 $1.5M Reduce -95.3%
BLV Vanguard Long-Term Bond ETF 0.02% 20,624 $1.5M Reduce -80.3%
AGCO Agco Corp. 0.02% 12,102 $1.5M Reduce -66.1%
SBUX Starbucks Corp. 0.02% 16,258 $1.5M Reduce -83.1%
XLV SS Health Care Select Sector 0.02% 10,057 $1.5M Reduce -92.2%
FTSM First Trust Enh Short Mat FD 0.02% 24,899 $1.5M Reduce -91.6%
LGOV First TR Long Duration O-ETF 0.02% 69,283 $1.5M Add +56.4%
FSK FS KKR Capital Corp. 0.02% 76,812 $1.5M Reduce -92.2%
AOK iShares Core 30/70 Conservat 0.02% 39,760 $1.5M Reduce -69.6%
BIV Vanguard Intermediate-Term B 0.02% 19,298 $1.5M Reduce -88.3%
CNC Centene Corp. 0.02% 18,540 $1.5M Reduce -61.0%
POCT Innovator U.S. Equity Power 0.02% 38,757 $1.5M Reduce -56.9%
GD General Dynamics Corp. 0.02% 5,131 $1.4M Reduce -84.1%
FSIG FT Ltd. Duration Inv Grade 0.02% 76,994 $1.4M Reduce -32.8%
SDVY First Trust Smid Cap Rising 0.02% 41,278 $1.4M Reduce -89.6%
DLTR Dollar Tree Inc. 0.02% 10,703 $1.4M Reduce -61.1%
XLF SS Financial Select Sector 0.02% 33,819 $1.4M Reduce -91.2%
LECO Lincoln Electric Holdings 0.02% 5,558 $1.4M Reduce -58.5%
CEF Sprott Physical Gold and Sil 0.02% 69,178 $1.4M Reduce -25.0%
SHM SS SPDR N Ice St Muni ETF 0.02% 29,577 $1.4M Reduce -51.5%
PSX Phillips 66 0.02% 8,576 $1.4M Reduce -85.2%
LIN Linde PLC 0.02% 3,006 $1.4M Reduce -72.5%
VTEB Vanguard Tax-Exempt Bond ETF 0.02% 27,547 $1.4M Reduce -64.1%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.02% 21,186 $1.4M Reduce -84.9%
RVNU Xtrac Mun Inf Rev BD Act ETF 0.02% 54,175 $1.4M Reduce -55.2%
FJAN FT Vest U.S. Equity Buffer E 0.02% 33,001 $1.4M Reduce -86.0%
FEM First Trust Emerging Markets 0.02% 60,226 $1.4M Reduce -15.0%
ASML ASML Holding NV-NY Reg SHS 0.02% 1,395 $1.4M Reduce -69.6%
GEN Gen Digital Inc. 0.02% 59,606 $1.3M Reduce -62.4%
IWD iShares Russell 1000 Value E 0.01% 7,384 $1.3M Reduce -62.3%
EUHY iShares Euro High Yield Corp. 0.01% 26,941 $1.3M Reduce -0.2%
FEP First Trust Europe 0.01% 34,842 $1.3M Reduce -15.5%
BSMU Invesco Bulletshares 2030 MB 0.01% 59,179 $1.3M Reduce -59.0%
PJUN Innovator U.S. Equity Power 0.01% 37,853 $1.3M Reduce -59.7%
DOCT FT Vest U.S. Equity Deep Buf 0.01% 34,470 $1.3M Reduce -42.1%
XLY SS Consumer Disc Select Sect 0.01% 7,038 $1.3M Reduce -85.4%
CI The Cigna Group 0.01% 3,560 $1.3M Reduce -79.2%
BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC 0.01% 16,957 $1.3M Reduce -3.0%
SRLN SS Blackstone Sr Loan ETF 0.01% 30,179 $1.3M Reduce -80.1%
FSMD Fidelity Small-Mid Multifact 0.01% 32,609 $1.3M Add +1.4%
SAIA Saia Inc. 0.01% 2,161 $1.3M Add +181.0%
XMMO Invesco S&P Midcap Momentum 0.01% 10,973 $1.3M Reduce -57.7%
MDB Mongodb Inc. 0.01% 3,506 $1.3M Reduce -23.1%
TTE Totalenergies SE -Spon ADR 0.01% 18,236 $1.3M Reduce -82.2%
EWX State Street SPDR S&P Emergi 0.01% 22,471 $1.3M Reduce -28.9%
PNC PNC Financial Services Group 0.01% 7,759 $1.3M Reduce -86.6%
REZ Ishars Res and Multi Reales 0.01% 17,182 $1.2M Reduce -2.9%
CEG Constellation Energy 0.01% 6,698 $1.2M Reduce -60.1%
BABA Alibaba Group Holding-SP ADR 0.01% 17,058 $1.2M Reduce -64.9%
SCHH Schwab US REIT ETF 0.01% 60,458 $1.2M Reduce -19.8%
ISRG Intuitive Surgical Inc. 0.01% 3,070 $1.2M Reduce -90.1%
GNOV FT Vest US Equity Moderate B 0.01% 37,130 $1.2M No change
VCIT Vanguard Int-Term Corporate 0.01% 15,121 $1.2M Reduce -91.7%
NOCT Innovator Growth-100 Power B 0.01% 25,307 $1.2M Reduce -4.5%
PECO Phillips Edison & Company Inc. 0.01% 33,403 $1.2M Reduce -89.3%
SAP Sap SE-Sponsored ADR 0.01% 6,137 $1.2M Add +15.6%
CL Colgate-Palmolive Co. 0.01% 13,225 $1.2M Reduce -80.3%
GRID First TRST Nasd Class Edg Sgiif 0.01% 10,381 $1.2M Reduce -1.1%
CRWD CrowdStrike Holdings Inc. Class A 0.01% 3,688 $1.2M Reduce -94.0%
FJP First Trust Japan 0.01% 21,300 $1.2M Reduce -20.4%
IWN iShares Russell 2000 Value E 0.01% 7,365 $1.2M Reduce -17.7%
USRT iShares Core US REIT ETF 0.01% 21,718 $1.2M Reduce -41.3%
IAGG iShares Intl Aggregate Bond 0.01% 23,225 $1.2M Reduce -68.0%
ET Energy Transfer LP 0.01% 72,787 $1.1M Reduce -70.3%
JNK SS SPDR BB High Yield Bond 0.01% 11,963 $1.1M Reduce -78.0%
BKNG Booking Holdings Inc. 0.01% 312 $1.1M Reduce -54.4%
FNOV FT Vest US Equity Buffer ETF 0.01% 25,284 $1.1M Reduce -48.9%
IBND SS SPDR BB Intl Corp. BD ETF 0.01% 38,711 $1.1M Add +0.1%
CIBR First Trust Nasdaq Cybersecu 0.01% 19,967 $1.1M Reduce -78.3%
BAUG Innovator U.S. Equity Buffer 0.01% 28,808 $1.1M Reduce -95.6%
DVY iShares Select Dividend ETF 0.01% 9,081 $1.1M Reduce -81.3%
FBT First Trust Nyse Arca Biotec 0.01% 7,271 $1.1M Reduce -14.3%
CWB SS SPDR BB Conv Sec ETF 0.01% 15,295 $1.1M Reduce -87.1%
TGT Target Corp. 0.01% 6,296 $1.1M Reduce -87.7%
HYMB SS SPDR N Ice HY Muni ETF 0.01% 42,022 $1.1M Reduce -70.8%
DJUN FT Vest US Equity Deep Buffe 0.01% 26,860 $1.1M Reduce -46.0%
RVTY Revvity Inc. 0.01% 10,194 $1.1M Reduce -43.9%
BBY Best Buy Co. Inc. 0.01% 12,900 $1.1M Reduce -72.5%
CDW CDW Corp. 0.01% 4,123 $1.1M Reduce -59.5%
FMF First Trust Managed Futures 0.01% 20,762 $1.1M Reduce -84.4%
CRH CRH PLC 0.01% 12,169 $1.0M Add +32.1%
GLW Corning Inc. 0.01% 31,118 $1.0M Reduce -78.6%
VDE Vanguard Energy ETF 0.01% 7,746 $1.0M Reduce -70.9%
SCHX Schwab US Large-Cap ETF 0.01% 16,432 $1.0M Reduce -97.9%
SYY Sysco Corp. 0.01% 12,480 $1.0M Reduce -66.8%
ORLY O'reilly Automotive Inc. 0.01% 897 $1.0M Reduce -76.3%
PHYS Sprott Physical Gold Trust 0.01% 57,944 $1.0M Reduce -39.4%
SCHV Schwab US Large-Cap Value 0.01% 13,168 $1.0M Reduce -63.0%
FTGS First Trust Grwth Strgth ETF 0.01% 32,566 $1.0M Reduce -96.5%
FALN iShares Fallen Angels ETF 0.01% 36,917 $992K Reduce -58.9%
DNOV FT Vest US Equity Deep Buffe 0.01% 24,506 $990K Reduce -48.3%
SPHD Invesco S&P 500 High Dividen 0.01% 22,203 $986K Reduce -84.1%
QYLD Global X Nasd 100 Cov Call 0.01% 55,034 $986K Reduce -90.3%
FSEP FT Vest U.S. Equity Buffer E 0.01% 23,128 $983K Reduce -63.4%
PRCH Porch Group Inc. 0.01% 225,086 $970K Add +7.5%
UOCT Innovator U.S. Equity Ultra 0.01% 28,781 $967K Add +1.8%
AOR iShares Core 60/40 Balanced 0.01% 17,367 $967K Reduce -44.2%
PFRL Pgim Floating Rate Income Et 0.01% 18,909 $965K New
NVO Novo-Nordisk A/S-Spons ADR 0.01% 7,389 $949K Reduce -88.4%
BSX Boston Scientific Corp. 0.01% 13,679 $937K Reduce -60.5%
XBI SS SPDR S&P Biotech ETF 0.01% 9,870 $937K Reduce -52.5%
DMAR FT Vest US Equity Deep Buffe 0.01% 26,779 $935K Add +115.8%
GSY Invesco Ultra Short Duration 0.01% 18,724 $934K Reduce -45.6%
FISV Fiserv Inc. 0.01% 5,838 $933K Reduce -89.0%
VOOG Vanguard S&P 500 Growth ETF 0.01% 3,058 $932K Reduce -51.9%
XEL Xcel Energy Inc. 0.01% 17,306 $930K Reduce -78.7%
IBHF iShares Ibond 2026 HY & Inc. 0.01% 40,298 $929K Reduce -47.4%
CLSM Exchange Listed Funds Trust 0.01% 45,248 $928K Reduce -82.7%
PFF iShares Preferred & Income S 0.01% 28,696 $925K Reduce -67.0%
NXTG First Trust Indxx Nextg ETF 0.01% 11,659 $924K Reduce -27.9%
SHYG iShares 0-5 YR HY Corp. Bond 0.01% 21,575 $918K Reduce -96.3%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.01% 11,395 $914K Reduce -78.0%
CMF iShares California Muni Bond 0.01% 15,806 $909K No change
JULT All US Equ BUF10 Jul ETF-Usd 0.01% 25,055 $898K Reduce -98.5%
GWX State Street SPDR S&P Intern 0.01% 27,476 $892K Reduce -82.7%
PHM Pultegroup Inc. 0.01% 7,343 $886K Reduce -77.6%
FCX Freeport-McMoran Inc. 0.01% 18,740 $881K Reduce -81.6%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.01% 15,257 $879K Reduce -74.2%
MFD Macquarie/FT GL Int/Ut DV Inc. 0.01% 113,150 $869K Add +31.9%
BP BP PLC-Spons ADR 0.01% 22,984 $866K Reduce -93.4%
DAPR FT Vest U.S. Equity Deep Buf 0.01% 26,019 $866K Reduce -14.1%
VONG Vanguard Russell 1000 Growth 0.01% 9,897 $858K Reduce -88.9%
VPL Vanguard Ftse Pacific ETF 0.01% 11,272 $857K Reduce -25.4%
CTSH Cognizant Tech Solutions-A 0.01% 11,683 $856K Reduce -70.3%
PGR Progressive Corp. 0.01% 4,131 $854K Reduce -82.0%
IBKR Interactive Brokers Gro Class A 0.01% 7,636 $853K Reduce -72.3%
IWB iShares Russell 1000 ETF 0.01% 2,942 $847K Reduce -69.9%
FAAR First Trust Alt Abs Ret ETF 0.01% 29,306 $844K Reduce -87.4%
LDOS Leidos Holdings Inc. 0.01% 6,430 $843K Reduce -44.0%
ED Consolidated Edison Inc. 0.01% 9,249 $840K Reduce -73.4%
FTXN First Trust Nasdaq Oil & Gas 0.01% 25,995 $840K Reduce -24.7%
NJAN Innovator Growth 100 Power B 0.01% 19,187 $836K Reduce -30.0%
ITA iShares U.S. Aerospace & Def 0.01% 6,327 $835K Reduce -47.6%
FTGC First Trust Global Tactical 0.01% 35,146 $834K Reduce -84.9%
RF Regions Financial Corp. 0.01% 39,530 $832K Reduce -66.5%
FFEB FT Vest US Equity Buffer ETF 0.01% 18,129 $821K Reduce -1.0%
VRSN Verisign Inc. 0.01% 4,330 $821K Reduce -59.5%
AIRR First Trust Rba American Ind 0.01% 12,181 $820K Reduce -18.2%
GSK GSK PLC-Spon ADR 0.01% 19,054 $817K Reduce -62.7%
BLK BlackRock Finance Inc. 0.01% 969 $808K Reduce -84.5%
NJUL Innovator Growth 100 Power B 0.01% 13,970 $805K Reduce -12.6%
AOA iShares Core 80/20 Aggressiv 0.01% 10,871 $799K Reduce -73.8%
BIBL Inspire 100 ETF 0.01% 20,497 $798K Reduce -51.9%
REET iShares Global REIT ETF 0.01% 33,659 $797K Reduce -77.4%
HQH Abrdn Healthcare Investors 0.01% 46,716 $788K Add +3.2%
KMI Kinder Morgan Inc. 0.01% 42,885 $787K Reduce -95.0%
FIIG FT Intermed Dur Ig Corp. ETF 0.01% 38,098 $784K Reduce -92.4%
ROBT First Trust Nasdaq Artificia 0.01% 17,128 $775K Reduce -71.8%
XDEC FT Vest US Equity Enhance & 0.01% 21,912 $773K Reduce -87.4%
BSY Bentley Systems Inc. Class B 0.01% 14,769 $771K Reduce -1.0%
SPMO Invesco S&P 500 Momentum ETF 0.01% 9,596 $770K New
UNOV Innovator U.S. Equity Ultra 0.01% 23,425 $766K Reduce -0.1%
EFX Equifax Inc. 0.01% 2,844 $761K Reduce -38.6%
FTLS First Trust Long/Short Eqty 0.01% 12,332 $760K Reduce -81.4%
LRCX Lam Research Corp. 0.01% 781 $759K Reduce -86.7%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.01% 13,837 $758K Reduce -62.6%
FTEC Fidelity MSCI Info Tech Indx 0.01% 4,812 $750K Reduce -88.5%
PAYX Paychex Inc. 0.01% 6,091 $748K Reduce -74.7%
VT Vanguard Tot World STK ETF 0.01% 6,759 $747K Reduce -77.8%
HEI.A Heico Corp. Class A 0.01% 4,818 $742K Reduce -89.5%
TIDAL TRUST I 0.01% 21,976 $740K Add +38.6%
AUGT Allianzim US Eq BFFR10 AG-US 0.01% 26,246 $734K Reduce -98.4%
CRBG Corebridge Financial Inc. 0.01% 25,546 $734K Reduce -59.4%
LULU Lululemon Athletica Inc. 0.01% 1,874 $732K Reduce -82.2%
MS Morgan Stanley 0.01% 7,758 $730K Reduce -90.7%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.01% 3,032 $727K Reduce -97.2%
ECL Ecolab Inc. 0.01% 3,146 $726K Reduce -50.1%
RCL Royal Caribbean Cruises Ltd. 0.01% 5,223 $726K Reduce -87.1%
MDY State Street SPDR S&P Midcap 0.01% 1,302 $724K Reduce -70.5%
ES Eversource Energy 0.01% 12,064 $721K Reduce -44.5%
AUGW Alianzim US Eq BFR20 Aug-Usd 0.01% 26,424 $717K Reduce -99.2%
SHEL Shell PLC-ADR 0.01% 10,690 $717K Reduce -69.3%
BSCP Invesco Bulletshares 2025 CB 0.01% 34,847 $712K Add +32.0%
NOC Northrop Grumman Corp. 0.01% 1,487 $712K Reduce -74.2%
REM iShares Mortgage Real Estate 0.01% 30,537 $710K Reduce -87.7%
FMAR FT Vest US Equity Buffer ETF 0.01% 18,015 $707K Reduce -16.4%
AOM iShares Core 40/60 Moderate 0.01% 16,498 $706K Reduce -91.4%
ITW Illinois Tool Works 0.01% 2,628 $705K Reduce -86.3%
BAH Booz Allen Hamilton Holdings 0.01% 4,742 $704K Reduce -67.9%
FRI First Trust S&P REIT Index F 0.01% 27,001 $702K Reduce -9.4%
SCHB Schwab US Broad Market ETF 0.01% 11,414 $697K Reduce -93.6%
HSY The Hershey Co. 0.01% 3,582 $697K Reduce -65.1%
AMP Ameriprise Financial Inc. 0.01% 1,588 $697K Reduce -84.8%
PSA Public Storage 0.01% 2,390 $693K Reduce -84.7%
ETF SER SOLUTIONS 0.01% 29,329 $692K Reduce -19.6%
VTIP Vanguard Short-Term Tips 0.01% 14,417 $690K Reduce -84.0%
VRSK Verisk Analytics Inc. 0.01% 2,926 $690K Reduce -76.0%
SUB iShares Short-Term National 0.01% 6,434 $674K Reduce -59.1%
FV First Trust DW Focus 5 Fund 0.01% 11,714 $670K Reduce -89.6%
MDT Medtronic PLC 0.01% 7,682 $669K Reduce -94.6%
SMCI Super Micro Computer Inc. 0.01% 662 $669K Reduce -95.9%
XSVN Bondbloxx BBG 7 YR US Treas 0.01% 14,062 $668K New
BX Blackstone Inc. 0.01% 5,047 $663K Reduce -90.9%
SNY Sanofi-ADR 0.01% 13,536 $658K Reduce -80.5%
DJAN FT Vest U.S. Equity Deep Buf 0.01% 18,233 $657K Reduce -96.2%
CCI Crown Castle Inc. 0.01% 6,207 $657K Reduce -87.7%
TT Trane Technologies PLC 0.01% 2,180 $654K Reduce -88.2%
URI United Rentals Inc. 0.01% 906 $653K Reduce -78.0%
IXJ iShares Global Healthcare Et 0.01% 6,921 $645K Reduce -18.1%
HYS PIMCO 0-5 Year H/Y Corp. Bond 0.01% 6,851 $640K Reduce -30.9%
NTSX Wisdomtree US Efficient Core 0.01% 14,923 $630K Reduce -95.9%
NTAP Netapp Inc. 0.01% 5,965 $626K Reduce -80.4%
NMZ Nuveen Muni Hi Inc. Opport 0.01% 58,879 $622K Reduce -47.8%
IGLB iShares 10+ Year Inv GR Corp. 0.01% 12,044 $620K Reduce -31.4%
EMLC Vaneck JPM Em Local Curr BND 0.01% 25,105 $615K Reduce -90.0%
MU Micron Technology Inc. 0.01% 5,201 $613K Reduce -95.4%
DHI D.R. Horton Inc. 0.01% 3,711 $611K Reduce -62.3%
EPD Enterprise Products Partners 0.01% 20,902 $610K Reduce -94.3%
XSEP FT Vest U.S. Equity Enhance 0.01% 16,439 $609K Reduce -22.3%
XEVGX Eaton Vance Short Dur Div Inc. 0.01% 57,522 $607K Reduce -0.1%
SYK Stryker Corp. 0.01% 1,692 $605K Reduce -87.8%
HRB H&R Block Inc. filed as BLOCK H & R INC 0.01% 12,180 $598K Reduce -27.1%
LNC Lincoln National Corp. 0.01% 18,693 $597K Reduce -62.4%
AFG American Financial Group Inc. 0.01% 4,349 $594K Reduce -77.0%
FIW First Trust Water ETF 0.01% 5,772 $589K Reduce -24.1%
CB Chubb Ltd. 0.01% 2,269 $588K Reduce -87.9%
DGRW Wisdomtree U.S. Quality Divi 0.01% 7,661 $584K Reduce -96.4%
MSI Motorola Solutions Inc. 0.01% 1,643 $583K Reduce -75.2%
BARCLAYS BANK PLC 0.01% 44,815 $581K Reduce -1.4%
QSR Restaurant Brands Intern 0.01% 7,233 $575K Reduce -61.6%
FAPR FT Vest U.S. Equity Buffer E 0.01% 15,624 $569K Reduce -71.1%
NOBL Proshares S&P 500 Dividend A 0.01% 5,592 $567K Reduce -88.3%
SPIB SS SPDR P Int C Corp. ETF 0.01% 17,340 $567K Reduce -91.5%
FLTR Vaneck Ig Floating Rate ETF 0.01% 22,028 $562K Reduce -90.9%
FDX FedEx Corp. 0.01% 1,933 $560K Reduce -89.7%
VRTX Vertex Pharmaceuticals Inc. 0.01% 1,333 $557K Reduce -94.1%
VDC Vanguard Consumer Staple ETF 0.01% 2,714 $554K Reduce -89.3%
PKG Packaging Corp. of America 0.01% 2,916 $553K Reduce -68.7%
BMAY Innovator U.S. Equity Buffer 0.01% 15,501 $552K Reduce -58.3%
NUE Nucor Corp. 0.01% 2,774 $549K Reduce -89.7%
TECB iShares US Tech Breakthrough 0.01% 11,454 $548K Reduce -47.8%
APD Air Products & Chemicals Inc. 0.01% 2,261 $548K Reduce -85.2%
NVS Novartis AG-Sponsored ADR 0.01% 5,660 $548K Reduce -73.5%
HII Huntington Ingalls Industrie 0.01% 1,869 $545K Reduce -59.4%
DVN Devon Energy Corp. 0.01% 10,755 $540K Reduce -92.2%
EFA iShares MSCI Eafe ETF 0.01% 6,757 $540K Reduce -94.3%
PANW Palo Alto Networks Inc. 0.01% 1,893 $538K Reduce -95.2%
NGG National Grid PLC-SP ADR 0.01% 7,872 $537K Reduce -86.2%
MRSH Marsh & McLennan Cos 0.01% 2,596 $535K Reduce -68.3%
SCI Service Corp. International 0.01% 7,203 $535K Reduce -2.0%
IUSG iShares Core S&P U.S. Growth 0.01% 4,556 $534K Reduce -96.9%
FXL First Trust Technology Alpha 0.01% 3,950 $532K Reduce -81.2%
AZN Astrazeneca PLC-Spons ADR 0.01% 7,769 $526K Reduce -74.0%
GEHC GE Healthcare Technology 0.01% 5,787 $526K Reduce -59.0%
FRO Frontline PLC 0.01% 22,399 $524K Add +5.1%
VHT Vanguard Health Care ETF 0.01% 1,933 $523K Reduce -86.4%
FXZ First Trust Materials Alphad 0.01% 7,329 $523K Reduce -47.6%
SCCO Southern Copper Corp. 0.01% 4,901 $522K Reduce -84.0%
PSI Invesco Semiconductors ETF 0.01% 9,215 $520K Add +19.9%
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.01% 2,774 $518K Reduce -91.0%
LUV Southwest Airlines Co. 0.01% 17,735 $518K Reduce -76.3%
DECK Deckers Outdoor Corp. 0.01% 550 $518K Reduce -46.5%
NAPR Innovator Growth 100 Power B 0.01% 11,309 $515K Add +65.6%
GPK Graphic Packaging Holding Co. 0.01% 17,432 $509K Reduce -87.6%
JULW Alianzim US Eq BFR20 Jul-Usd 0.01% 15,587 $508K Reduce -99.2%
XFEB FT Vest Enh Mod Buff - Feb 0.01% 16,621 $508K New
SCHA Schwab US Small-Cap ETF 0.01% 10,309 $508K Reduce -95.9%
CATH Global X S&P 500 Ca Val ETF 0.01% 7,975 $508K Reduce -7.7%
ICVT iShares Convertible Bond ETF 0.01% 6,345 $507K Reduce -57.9%
BJUN Innovator U.S. Equity Buffer 0.01% 13,343 $502K Reduce -56.5%
BFEB Innovator U.S. Equity Buffer 0.01% 12,739 $500K New
STIP iShares 0-5 Year Tips Bond E 0.01% 5,023 $499K Reduce -97.7%
RIO Rio Tinto PLC-Spon ADR 0.01% 7,822 $499K Reduce -46.0%
CTVA Corteva Inc. 0.01% 8,604 $496K Reduce -61.2%
VOOV Vanguard S&P 500 Value ETF 0.01% 2,730 $493K Reduce -98.5%
CINF Cincinnati Financial Corp. 0.01% 3,958 $491K Reduce -76.3%
FTHI Fthi/First Trust Exchange-TR 0.01% 21,834 $491K Reduce -68.4%
UDEC Innovator U.S. Equity Ultra 0.01% 14,641 $489K Reduce -6.3%
EYLD Cambria Emerg Shrhldr Yield 0.01% 14,470 $485K Add +24.5%
OXY Occidental Petroleum Corp. 0.01% 7,450 $484K Reduce -90.9%
AGR Avangrid Inc. 0.01% 13,275 $484K Reduce -63.5%
BCE Bce Inc. 0.01% 14,016 $476K Reduce -83.5%
ACVF American Conservative Values 0.01% 11,722 $474K Add +12.3%
FLOT iShares Floating Rate Bond E 0.01% 9,268 $473K Reduce -92.5%
HTGC Hercules Capital Inc. 0.01% 25,568 $472K Reduce -43.0%
WTRE Wisdomtree New Economy Real 0.01% 26,040 $472K Add +0.0%
NURE Nuveen Shortterm REIT ETF 0.01% 15,351 $470K Reduce -3.8%
O Realty Income Corp. 0.01% 8,678 $469K Reduce -89.0%
PSN Parsons Corp. 0.01% 5,613 $466K Reduce -59.7%
VXF Vanguard Extended Market ETF 0.01% 2,653 $465K Reduce -69.0%
BDEC Innovator U.S. Equity Buffer 0.01% 11,412 $463K Reduce -39.6%
WPC WP Carey Inc. 0.01% 8,147 $460K Reduce -83.6%
CLX Clorox Company 0.01% 2,990 $458K Reduce -78.7%
SIGI Selective Insurance Group 0.01% 4,193 $458K New
POWA Invesco Bloomberg Pricing Po 0.01% 5,807 $456K Reduce -12.0%
BDX Becton Dickinson and Co. 0.01% 1,822 $451K Reduce -91.9%
PGX Invesco Preferred ETF 0.01% 37,816 $449K Reduce -10.8%
WWD Woodward Inc. 0.01% 2,914 $449K Reduce -64.0%
RGA Reinsurance Group of America 0.01% 2,322 $448K Reduce -75.1%
FBND Fidelity Total Bond ETF 0.01% 9,837 $446K Reduce -94.7%
UTG Reaves Utility Income Fund 0.01% 16,501 $445K Reduce -40.3%
LCTU iShares U.S. Carbon Transiti 0.01% 7,681 $441K Reduce -67.3%
REGN Regeneron Pharmaceuticals 0.01% 458 $441K Reduce -87.5%
ICF iShares Select U.S. REIT ETF 0.01% 7,639 $441K Reduce -18.5%
ABNB Airbnb Inc. Class A 0.00% 2,650 $437K Reduce -71.6%
UAPR Innovator U.S. Equity Ultra 0.00% 15,496 $436K Add +37.9%
TDSB Etc Cabana Target Beta ETF 0.00% 19,391 $429K Reduce -74.4%
MOAT Vaneck Morningstar Wide Moat 0.00% 4,760 $428K Reduce -96.4%
SPTI SS SPDR P Int Term TSY ETF 0.00% 15,137 $427K Reduce -98.6%
SIXF Allian US Equ 6 Mon BU10-Usd 0.00% 16,410 $426K New
AON Aon PLC Class A 0.00% 1,275 $426K Reduce -55.3%
CWS Advisorshares Equity Focused 0.00% 6,676 $425K Reduce -1.7%
XT Ishar Fture Exp Tech ETF-Usd 0.00% 7,076 $422K Reduce -30.2%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.00% 1,686 $422K Reduce -75.1%
SPSB SS SPDR P St C Corp. ETF 0.00% 14,117 $420K Reduce -98.7%
USHY iShares Broad Usd High Yield 0.00% 11,481 $420K Reduce -81.8%
ITB iShares U.S. Home Constructi 0.00% 3,581 $415K Reduce -87.9%
RSG Republic Services Inc. 0.00% 2,158 $413K Reduce -86.8%
ARTY iShares Future AI & Tech ETF 0.00% 12,023 $413K Reduce -51.0%
CMG Chipotle Mexican Grill Inc. 0.00% 142 $413K Reduce -95.0%
XLG Invesco S&P 500 Top 50 ETF 0.00% 9,763 $411K Reduce -97.4%
BHP BHP Group Ltd.-Spon ADR 0.00% 7,112 $410K Reduce -74.0%
SDY SS SPDR S&P Dividend ETF 0.00% 3,109 $408K Reduce -93.2%
XPO Xpo Inc. 0.00% 3,341 $408K Add +4.9%
EVRG Evergy Inc. 0.00% 7,584 $405K Reduce -79.8%
LCTD iShares World Ex U.S. Carbon 0.00% 8,848 $404K Reduce -27.6%
NVBW Alnzim US Eqt BFR2 No Et-Usd 0.00% 13,791 $403K Reduce -9.6%
CARR Carrier Global Corp. 0.00% 6,911 $402K Reduce -66.0%
ANET Arista Networks Inc. 0.00% 1,367 $396K Reduce -97.2%
KMX Carmax Inc. 0.00% 4,517 $393K Reduce -14.0%
EMHC SS SPDR BB Em Usd Bond ETF 0.00% 16,241 $393K Reduce -85.8%
RPM RPM International Inc. 0.00% 3,290 $392K Reduce -53.4%
SOXX iShares Semiconductor ETF 0.00% 1,730 $391K Reduce -94.8%
SLYV SS SPDR S&P 600 SC Val ETF 0.00% 4,704 $390K Reduce -26.9%
HTRB Hartford TTL RTRN BND ETF 0.00% 11,542 $389K Reduce -58.6%
J Jacobs Solutions Inc. 0.00% 2,531 $389K Reduce -64.2%
TWO RDS SHARED TR 0.00% 39,907 $388K Reduce -11.9%
MCHP Microchip Technology Inc. 0.00% 4,324 $388K Reduce -96.8%
EW Edwards Lifesciences Corp. 0.00% 4,024 $385K Reduce -82.7%
HES Hess Corp. 0.00% 2,517 $384K Reduce -77.1%
SAIC Science Applications Inte 0.00% 2,943 $384K Reduce -85.9%
GFEB FT Vest US Equity Moderate B 0.00% 11,079 $382K Add +4.4%
FXN First Trust Energy Alphadex 0.00% 20,302 $380K Reduce -55.8%
DAL Delta Air Lines Inc. 0.00% 7,895 $378K Reduce -91.5%
STZ Constellation Brands Inc. Class A 0.00% 1,388 $377K Reduce -85.5%
SRE Sempra 0.00% 5,211 $374K Reduce -74.5%
COOP Mr Cooper Group Inc. 0.00% 4,782 $373K Add +3.1%
PDP Invesco Dorsey Wright Moment 0.00% 3,709 $366K Reduce -77.8%
BJUL Innovator U.S. Equity Buffer 0.00% 9,059 $365K Reduce -49.3%
SUSC iShares ESG Aware Usd Corpor 0.00% 15,711 $361K Reduce -64.5%
XMHQ Invesco S&P Midcap Qual ETF 0.00% 3,281 $361K Reduce -85.4%
PCAR Paccar Inc. 0.00% 2,907 $360K Reduce -84.1%
PPA Invesco Aerospace & Defense 0.00% 3,546 $360K Reduce -92.3%
LHX L3HARRIS Technologies Inc. 0.00% 1,690 $360K Reduce -80.0%
IQDG Wisdomtree Intl QLTY DVD GRW 0.00% 9,460 $360K Reduce -97.1%
DMBS Doubleline Mortgage ETF 0.00% 7,383 $360K Reduce -91.8%
COMT iShares Gsci Commodity Dynam 0.00% 13,282 $359K Reduce -92.6%
DG Dollar General Corp. 0.00% 2,294 $358K Reduce -78.8%
ORI Old Republic Intl Corp. 0.00% 11,596 $356K Reduce -91.8%
IRT Independence Realty Trust Inc. 0.00% 21,867 $353K Reduce -49.1%
CCL Carnival Corp. 0.00% 21,536 $352K Reduce -70.6%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.00% 4,021 $352K Reduce -94.5%
FDLS Inspire Fidelis Multi Factor 0.00% 11,477 $351K Add +40.4%
GLPI Gaming and Leisure Propertie 0.00% 7,568 $349K Reduce -77.2%
APH Amphenol Corp. Class A 0.00% 3,019 $348K Reduce -58.1%
IGV iShares Expanded Tech-Softwa 0.00% 4,060 $346K Reduce -88.4%
CSW CSW Industrials Inc. 0.00% 1,473 $346K Reduce -11.7%
DFUV Dimensional US Marketwide Va 0.00% 8,442 $345K Reduce -75.8%
FBIN Fortune Brands Innovations I 0.00% 4,078 $345K Reduce -61.0%
CROX Crocs Inc. 0.00% 2,394 $344K Reduce -16.8%
DSI iShares ESG MSCI KLD 400 ETF 0.00% 3,402 $343K Reduce -79.1%
FBTC Fidelity Wise Origin Bitcoin 0.00% 5,517 $342K New
ROK Rockwell Automation Inc. 0.00% 1,176 $342K Reduce -73.6%
VPU Vanguard Utilities ETF 0.00% 2,401 $342K Reduce -86.2%
DINO HF Sinclair Corp. 0.00% 5,669 $342K Reduce -35.3%
VLUE iShares MSCI USA Value Facto 0.00% 3,159 $342K Reduce -30.9%
USEP Innovator U.S. Equity Ultra 0.00% 10,353 $341K Reduce -7.2%
CELH Celsius Holdings Inc. 0.00% 4,056 $336K Reduce -94.2%
CAG Conagra Brands Inc. 0.00% 11,223 $333K Reduce -93.3%
MRO Marathon Oil Corp. 0.00% 11,704 $332K Reduce -86.7%
OGN Organon & Co. 0.00% 17,565 $330K Reduce -55.7%
WMS Advanced Drainage Systems Inc. 0.00% 1,910 $329K Reduce -80.9%
EAGG iShares ESG Aware US Aggrega 0.00% 6,972 $328K Reduce -64.5%
IGPT Invesco AI and Next Gen Soft 0.00% 7,225 $327K New
MCO Moody's Corp. 0.00% 831 $327K Reduce -39.8%
NVR NVR Inc. 0.00% 40 $324K Reduce -9.1%
KJAN Innovator U.S. Small Cap Pow 0.00% 9,157 $324K Reduce -74.1%
GEF.B Greif Inc. Class B 0.00% 4,611 $321K Reduce -6.2%
OZ Belpointe Prep LLC Class A 0.00% 5,242 $319K Reduce -92.5%
DTM DT Midstream Inc. 0.00% 5,212 $318K Reduce -66.7%
HYDB iShares High Yield Systemati 0.00% 6,814 $318K Reduce -69.2%
ALL Allstate Corp. 0.00% 1,824 $316K Reduce -95.5%
FTRI First Trust Indxx Global Nat 0.00% 23,747 $315K Reduce -37.9%
RWO State Street SPDR Dow Jones 0.00% 7,349 $315K Reduce -11.7%
HUM Humana Inc. 0.00% 908 $315K Reduce -96.3%
GM General Motors Co. 0.00% 6,925 $314K Reduce -92.5%
TRP TC Energy Corp. 0.00% 7,812 $314K Reduce -88.6%
XJUN FT Vest U.S. Equity Enhance 0.00% 8,610 $312K Reduce -76.5%
RDVI FT Vest Rising Dividend Achi 0.00% 12,735 $312K Reduce -83.2%
MAYW Alianzim US Eq BFR20 May-Usd 0.00% 11,166 $311K Reduce -51.1%
WRK Westrock Co. 0.00% 6,295 $311K Reduce -37.5%
OC Owens Corning 0.00% 1,842 $307K Reduce -69.8%
ZTS Zoetis Inc. 0.00% 1,816 $307K Reduce -86.9%
AVY Avery Dennison Corp. 0.00% 1,361 $304K Reduce -87.0%
TRV The Travelers Cos Inc. 0.00% 1,320 $304K Reduce -81.6%
HRL Hormel Foods Corp. 0.00% 8,669 $302K Reduce -87.1%
IJJ iShares S&P Mid-Cap 400 Valu 0.00% 2,556 $302K Reduce -87.0%
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.00% 7,667 $302K Reduce -72.3%
BSEP Innovator U.S. Equity Buffer 0.00% 7,619 $299K Reduce -59.2%
GBTC Grayscale Bitcoin Trust ETF 0.00% 4,726 $299K New
ZROZ PIMCO 25+ YR Zero CPN US Tif 0.00% 3,764 $298K Reduce -93.8%
BTI British American Tob-SP ADR 0.00% 9,763 $298K Reduce -85.5%
AEE Ameren Corporation 0.00% 4,016 $297K Reduce -80.2%
DLN Wisdomtree US Largecap Divid 0.00% 4,078 $294K Reduce -96.0%
NEOS ETF TRUST 0.00% 10,588 $294K New
RSPT Invesco S&P 500 Equal Weight 0.00% 8,344 $294K Reduce -73.5%
SWK Stanley Black & Decker Inc. 0.00% 2,997 $293K Reduce -58.0%
KEYS Keysight Technologies Inc. 0.00% 1,872 $293K Reduce -50.0%
XYZ Block Inc. 0.00% 3,459 $293K Reduce -87.9%
VYMI Vanguard Int High DVD YLD Inc. 0.00% 4,240 $292K Reduce -97.1%
QJUN FT Vest Nasdaq-100 Buffer Et 0.00% 11,406 $291K Reduce -40.9%
TSLX Sixth Street Specialty Lendi 0.00% 13,577 $291K Reduce -68.3%
WBD Warner Bros Discovery Inc. 0.00% 33,326 $291K Reduce -64.0%
BRO Brown & Brown Inc. 0.00% 3,306 $289K Reduce -94.7%
EBND State Street SPDR Bloomberg 0.00% 14,101 $289K Reduce -85.5%
WTMF Wisdomtree MGD Futures Strat 0.00% 7,690 $288K Reduce -91.4%
CALM Cal-Maine Foods Inc. 0.00% 4,830 $284K Reduce -69.1%
LII Lennox International Inc. 0.00% 579 $283K Reduce -6.0%
QMAR FT Vest Nasdaq-100 Buffer Et 0.00% 10,651 $282K Reduce -1.9%
CR Crane Co. 0.00% 2,085 $282K Reduce -75.0%
SCHC Schwab Intl Small-Cap Equity 0.00% 7,766 $278K Reduce -54.9%
ROP Roper Technologies Inc. 0.00% 495 $278K Reduce -70.3%
TLH iShares 10-20 Year Treasury 0.00% 2,640 $277K Reduce -47.8%
IWV iShares Russell 3000 ETF 0.00% 918 $275K Reduce -64.1%
PFLT Pennantpark Floating Rate Ca 0.00% 24,190 $275K Reduce -52.2%
FPX First Trust US Equity Opport 0.00% 2,594 $274K Reduce -84.8%
MASI Masimo Corp. 0.00% 1,867 $274K Reduce -12.8%
CLF Cleveland-Cliffs Inc. 0.00% 12,053 $274K Reduce -42.1%
WDC Western Digital Corp. 0.00% 4,004 $273K Reduce -31.0%
EHC Encompass Health Corp. 0.00% 3,292 $272K Reduce -44.9%
SCZ iShares MSCI Eafe Small-Cap 0.00% 4,289 $272K Reduce -91.4%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.00% 3,055 $270K Reduce -71.2%
CION Cion Investment Corp. 0.00% 24,489 $269K Reduce -91.3%
ADSK Autodesk Inc. 0.00% 1,033 $269K Reduce -86.7%
SPFF Global X Superincome Prefer 0.00% 28,406 $269K Reduce -9.3%
GNTX Gentex Corp. 0.00% 7,414 $268K Add +1.4%
IYY iShares Dow Jones U.S. ETF 0.00% 2,069 $265K Reduce -70.6%
ZIM Zim Integrated Shipping Serv 0.00% 26,180 $265K Reduce -31.8%
BAPR Innovator U.S. Equity Buffer 0.00% 6,599 $264K Reduce -29.2%
USXF iShares ESG Advance MSCI USA 0.00% 5,852 $264K Reduce -71.0%
ANFIELD US EQUITY SECTOR ROT 0.00% 16,913 $263K Reduce -15.6%
RJF Raymond James Financial Inc. 0.00% 2,041 $262K Reduce -28.7%
DMAY FT Vest US Equity Deep Buffe 0.00% 7,007 $261K Reduce -4.2%
PPG PPG Industries Inc. 0.00% 1,791 $260K Reduce -92.0%
FMB First Trust Managed Municipa 0.00% 5,049 $259K Reduce -67.5%
BUD Anheuser-Busch Inbev-SPN ADR 0.00% 4,262 $259K Reduce -39.2%
PRF Invesco Rafi US 1000 ETF 0.00% 6,723 $259K Reduce -88.0%
AZO AutoZone Inc. 0.00% 82 $258K Reduce -84.8%
DFIC Dimensional International Co. 0.00% 9,647 $258K Reduce -51.3%
AIQ Global X Art Intel & Tech 0.00% 7,587 $258K New
XYLD Global X S&P 500 Cove Call E 0.00% 6,298 $257K Reduce -96.3%
SYLD Cambria Shareholder Yield Et 0.00% 3,491 $256K Reduce -58.5%
UVV Universal Corp. 0.00% 4,933 $255K Reduce -0.2%
KVUE Kenvue Inc. 0.00% 11,806 $253K Reduce -93.4%
TQQQ Proshares Ultrapro QQQ 0.00% 4,108 $253K Reduce -83.4%
IBB iShares Biotechnology ETF 0.00% 1,838 $252K Reduce -92.7%
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX 0.00% 4,829 $250K Reduce -48.0%
UMAR Innovator U.S. Equity Ultra 0.00% 7,646 $250K New
ARW Arrow Electronics Inc. 0.00% 1,924 $249K Reduce -61.2%
RTH Vaneck Retail ETF 0.00% 1,179 $249K Reduce -88.5%
HYEM Vaneck Emrg MKTS Hi YLD 0.00% 13,021 $248K Reduce -17.8%
AWK American Water Works Co. Inc. 0.00% 2,030 $248K Reduce -84.0%
ONB Old National Bancorp 0.00% 14,212 $247K Reduce -38.5%
PFFD Global X US Preferred ETF 0.00% 12,253 $247K Reduce -74.3%
ESGE iShares Inc. iShares ESG Awar 0.00% 7,663 $247K Reduce -48.0%
RH RH 0.00% 707 $246K Reduce -59.5%
IAK iShares U.S. Insurance ETF 0.00% 2,095 $246K New
MKL Markel Group Inc. 0.00% 161 $245K Reduce -61.0%
GSLC Goldman Activebeta US LC ETF 0.00% 2,344 $243K Reduce -79.2%
GJUN FT Vest US Equity Moderate B 0.00% 7,254 $242K Reduce -90.3%
PTY PIMCO Corporate & Income Opp 0.00% 16,267 $242K Reduce -10.3%
HAL Halliburton Co. 0.00% 6,117 $241K Reduce -93.0%
ING ING Groep N.V.-Sponsored ADR 0.00% 14,601 $241K Reduce -40.6%
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM TO 0.00% 4,723 $240K Reduce -88.7%
STLD Steel Dynamics Inc. 0.00% 1,606 $238K Reduce -95.3%
TIPX SS SPDR BB 1-10YR Tips ETF 0.00% 12,721 $237K Reduce -92.5%
UCON First Trust Smith Unconstrai 0.00% 9,635 $237K Reduce -96.9%
CASY Casey's General Stores Inc. 0.00% 743 $237K Reduce -87.5%
GSBD Goldman Sachs BDC Inc. 0.00% 15,775 $236K Reduce -35.5%
DFSD Dimensional Short Duration 0.00% 5,000 $235K Reduce -97.2%
CTRA Coterra Energy Inc. 0.00% 8,435 $235K Reduce -92.7%
IGIB iShares 5-10Y Inv Grade Corp. 0.00% 4,539 $234K Reduce -95.4%
TTEK Tetra Tech Inc. 0.00% 1,259 $232K Reduce -85.2%
SHEN Shenandoah Telecommunication 0.00% 13,356 $232K Reduce -19.0%
ITT Itt Inc. 0.00% 1,702 $232K Reduce -46.4%
MUSA Murphy USA Inc. 0.00% 551 $231K Reduce -53.2%
NJR New Jersey Resources Corp. 0.00% 5,371 $230K Reduce -7.9%
MTB M & T Bank Corp. filed as M & T BK CORP 0.00% 1,568 $228K Reduce -81.6%
IVT Inventrust Properties Corp. 0.00% 8,800 $226K Reduce -89.0%
JBL Jabil Inc. 0.00% 1,688 $226K Reduce -87.9%
GBIL Goldman Sachs Access Treasur 0.00% 2,241 $226K Reduce -39.9%
PAVE Global X US Infrastructure 0.00% 5,674 $226K Reduce -97.1%
FIVE Five Below 0.00% 1,238 $224K Reduce -85.5%
FJUN FT Vest US Equity Buff ETF-J 0.00% 4,768 $224K Reduce -77.6%
SCHM Schwab US Mid Cap ETF 0.00% 2,753 $224K Reduce -81.1%
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.00% 7,592 $224K Reduce -97.2%
ACM Aecom 0.00% 2,280 $224K Reduce -25.9%
SDIV Global X Superdividend ETF 0.00% 10,203 $221K Reduce -42.8%
JCI Johnson Controls Internation 0.00% 3,358 $219K Reduce -83.5%
CRK Comstock Resources Inc. 0.00% 23,596 $219K Add +22.1%
PXF Invesco Rafi Developed Marke 0.00% 4,397 $218K Reduce -81.9%
MLPA Global X MLP ETF 0.00% 4,519 $218K Reduce -85.0%
OSK Oshkosh Corp. 0.00% 1,736 $216K Reduce -44.5%
FLMI Franklin Dynamic Municipal B 0.00% 8,821 $216K Reduce -46.9%
TM Toyota Motor Corp. -Spon ADR 0.00% 858 $216K Reduce -76.3%
DEO Diageo PLC-Sponsored ADR 0.00% 1,449 $215K Reduce -76.7%
FPI Farmland Partners Inc. 0.00% 19,394 $215K Reduce -19.9%
MGM MGM Resorts International 0.00% 4,560 $215K Reduce -89.0%
MOON Direxion Moonshot Innovators 0.00% 19,803 $215K Add +63.4%
KBR KBR Inc. 0.00% 3,353 $214K Reduce -19.2%
FMAY FT Vest US Equity Buffer ETF 0.00% 4,937 $213K Reduce -96.5%
MELI MercadoLibre Inc. 0.00% 141 $213K Reduce -94.9%
FBRT Franklin BSP Realty Trust Inc. 0.00% 15,956 $213K Reduce -93.2%
CSL Carlisle Cos Inc. 0.00% 540 $212K Reduce -90.7%
COIN Coinbase Global Inc. Class A 0.00% 798 $211K Reduce -96.2%
CBU Community Financial System I 0.00% 4,389 $211K New
ARKK ARK Innovation ETF 0.00% 4,198 $210K Reduce -95.8%
MKSI MKS Inc. filed as MKS INSTRS INC 0.00% 1,567 $209K Reduce -40.2%
AXON Axon Enterprise Inc. 0.00% 666 $208K Reduce -66.1%
BILS SS Spdrb B 3-12M T-Bill ETF 0.00% 2,091 $208K Reduce -40.8%
SPOT Spotify Technology SA 0.00% 787 $208K Reduce -65.2%
ANSS Ansys Inc. 0.00% 591 $205K Reduce -79.3%
UFEB Innovator U.S. Equity Ultra 0.00% 6,644 $205K New
VOYA Voya Financial Inc. 0.00% 2,763 $204K Reduce -4.5%
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.00% 18,438 $204K Reduce -55.2%
ACGL Arch Capital Group Ltd. 0.00% 2,207 $204K Reduce -78.3%
SPG Simon Property Group Inc. 0.00% 1,303 $204K Reduce -96.1%
BSVO EA Bridgeway Omni Sm-Cp Val 0.00% 9,576 $204K New
TTC Toro Co. 0.00% 2,214 $203K Reduce -17.8%
NTRL First Trust Equity Market Ne 0.00% 10,250 $203K Reduce -93.6%
VEU Vanguard Ftse All-World Ex-U 0.00% 3,456 $203K Reduce -84.8%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.00% 1,314 $203K Reduce -89.1%
WU Western Union Co. 0.00% 14,464 $202K Reduce -63.0%
VGR Vector Group Ltd. 0.00% 18,439 $202K Reduce -30.3%
DJT Trump Media & Technology Gro 0.00% 3,261 $202K New
TNET Trinet Group Inc. 0.00% 1,525 $202K Reduce -88.9%
LIT Global X Lithium & Battery T 0.00% 4,442 $201K Reduce -68.7%
XRMMX Rvrnrth MGD Dur Muni Inc. filed as RIVERNORTH MANAGED DUR MUN I 0.00% 13,435 $201K Reduce -3.0%
EME Emcor Group Inc. 0.00% 574 $201K Reduce -72.2%
NSSC Napco Security Technologies 0.00% 5,000 $201K New
FIS Fidelity National Info Serv 0.00% 2,703 $201K Reduce -93.5%
PSLV Sprott Physical Silver Trust 0.00% 23,905 $198K Reduce -90.5%
PAA Plains All Amer Pipeline LP 0.00% 10,942 $192K Reduce -47.9%
TWO RDS SHARED TR 0.00% 20,778 $188K Reduce -27.7%
DNP DNP Select Income Fund Inc. 0.00% 17,770 $161K Reduce -53.5%
GNL Global Net Lease Inc. 0.00% 20,022 $156K Reduce -95.8%
HLN Haleon PLC-ADR 0.00% 18,101 $154K Reduce -62.3%
RIVN Rivian Automotive Inc. Class A 0.00% 13,625 $149K Reduce -53.3%
FSCO FS Credit Opportunities Corp. 0.00% 22,081 $131K Reduce -94.0%
PTEN Patterson-Uti Energy Inc. 0.00% 10,839 $129K New
SOFI Sofi Technologies Inc. 0.00% 17,424 $127K Reduce -81.6%
BDN Brandywine Realty Trust 0.00% 26,254 $126K Add +68.8%
AEG Aegon Ltd.-NY Reg SHR 0.00% 20,284 $123K Reduce -2.2%
VOD Vodafone Group PLC-SP ADR 0.00% 12,807 $114K Reduce -87.5%
RITM Rithm Capital Corp. 0.00% 10,190 $114K Reduce -96.5%
MDXG Mimedx Group Inc. 0.00% 14,599 $112K Add +18.9%
JBLU Jetblue Airways Corp. 0.00% 13,778 $102K Add +13.3%
TSLL Dirx DLY Tsla Bul 2X ETF-Aui 0.00% 12,476 $101K Reduce -27.1%
ALIT Alight Inc. Class A 0.00% 10,001 $99K New
DMA Destra Multi-Alternative 0.00% 12,581 $98K Reduce -31.7%
DSM BNYM Strat Muni BND filed as BNY MELLON STRATEGIC MUN BD 0.00% 15,750 $92K Reduce -49.1%
GLDD Great Lakes Dredge & Dock Co. 0.00% 10,366 $91K New
ASG Liberty All-Star Growth FD 0.00% 16,101 $88K Reduce -4.0%
CONSOLIDATED COMM HLDGS INC 0.00% 20,073 $87K Add +19.3%
MPT Medical Properties Trust Inc. 0.00% 15,585 $73K Reduce -85.3%
PMM Franklin Managed Municipal I 0.00% 11,935 $71K No change
ACB Aurora Cannabis Inc. 0.00% 16,193 $71K Add +473.6%
SIRI Sirius XM Holdings Inc. 0.00% 17,870 $69K Reduce -76.9%
SOUN Soundhound AI Inc. Class A 0.00% 11,536 $68K New
HCW BIOLOGICS INC 0.00% 30,000 $53K No change
CCLP Csi Compressco LP 0.00% 17,192 $40K No change
OXSQ Oxford Square Capital Corp. 0.00% 10,520 $33K No change
DYAI Dyadic International Inc. 0.00% 19,100 $32K Add +19.7%
NIKOLA CORP 0.00% 29,036 $30K New
EBS Emergent Biosolutions Inc. 0.00% 11,831 $30K Reduce -38.2%
TELL Tellurian Inc. 0.00% 20,421 $14K Reduce -15.4%
ALPP Alpine 4 Holdings Inc. 0.00% 18,750 $13K No change
SENS Senseonics Holdings Inc. 0.00% 18,000 $10K Reduce -33.2%
23ANDME HOLDING CO 0.00% 10,000 $5K Reduce -1.5%

Portfolio Sells Q4 2023 → Q1 2024

QQQ Invesco QQQ Trust Series 1 Reduce -87.5% 0.48% −1.17
DFSU Dimensional US Sus CORE1 ETF Sold out 0.00% −1.01
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -95.6% 0.09% −0.88
AAPL Apple Inc. Reduce -58.6% 2.51% −0.57
VUG Vanguard Mrngstar GR ETF-Sui Reduce -85.8% 0.27% −0.54
VTI VG Morningstar TS MKT ETF-US Reduce -93.1% 0.10% −0.53
SPY SS SPDR S&P 500 ETF Trust-US Reduce -72.1% 0.96% −0.49
AUGW Alianzim US Eq BFR20 Aug-Usd Reduce -99.2% 0.01% −0.45
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -66.0% 1.85% −0.44
XHLF Bondbloxx BBG 6 MTH US Treas Sold out 0.00% −0.39
BUFR FT Vest Lad Buffervetf-Usd I Reduce -96.7% 0.03% −0.37
BUFD FT VST Lad Deep Buf ETF-Usdi Reduce -97.8% 0.02% −0.35
JULW Alianzim US Eq BFR20 Jul-Usd Reduce -99.2% 0.01% −0.30
PAUG Innovator U.S. Equity Power Reduce -95.4% 0.03% −0.29
IJR iShares Core S&P Small-Cap E Reduce -93.2% 0.05% −0.29
JULT All US Equ BUF10 Jul ETF-Usd Reduce -98.5% 0.01% −0.27
SIXJ Allian US Equ 6 Mon BU10-Usd Sold out 0.00% −0.27
AVGO Broadcom Inc. Reduce -92.4% 0.06% −0.26
DIA SS SPDR Dow Jones Indus Avg Reduce -88.9% 0.09% −0.25
AGG iShares Core U.S. Aggregate Reduce -85.7% 0.11% −0.24
SCHX Schwab US Large-Cap ETF Reduce -97.9% 0.01% −0.22
AUGT Allianzim US Eq BFFR10 AG-US Reduce -98.4% 0.01% −0.22
VTV Vanguard Mrngstr Val ETF-Aui Reduce -85.1% 0.12% −0.21
PJUL Innovator U.S. Equity Power Reduce -94.4% 0.03% −0.21
QQQM Invesco Nasdaq 100 ETF Reduce -95.6% 0.02% −0.20
IEF iShares 7-10 Year Treasury B Reduce -93.6% 0.03% −0.18
DGRO iShares Core Dividend Growth Reduce -95.8% 0.02% −0.18
GLD SPDR Gold Shares Reduce -80.8% 0.16% −0.18
USMV iShares MSCI USA Min Vol Fac Reduce -80.4% 0.15% −0.18
NORTHERN LTS FD TR IV Reduce -91.6% 0.05% −0.18
JEPI JPMorgan Equity Premium Inco Reduce -81.5% 0.13% −0.18
SCHD Schwab US DVD Equity ETF Reduce -85.3% 0.09% −0.16
IBHD iShares Ibonds 2024 H/Y Inc. Reduce -77.2% 0.17% −0.16
SPSB SS SPDR P St C Corp. ETF Reduce -98.7% 0.00% −0.16
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -80.4% 0.13% −0.15
VEA Vanguard Ftse Developed ETF Reduce -84.2% 0.09% −0.15
SPTI SS SPDR P Int Term TSY ETF Reduce -98.6% 0.00% −0.15
VOOV Vanguard S&P 500 Value ETF Reduce -98.5% 0.01% −0.15
JUNW Alianzim US Eq BFR20 Jun-Usd Sold out 0.00% −0.14
JUNT Allianzim US Eq BFFR10 JN-US Sold out 0.00% −0.14
SPSM SS SPDR P S&P 600 Small Cap Reduce -93.0% 0.03% −0.14
SGOV iShares 0-3 Month Treasury B Reduce -64.5% 0.51% −0.14
WMT Walmart Inc. Reduce -82.2% 0.11% −0.14
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -93.6% 0.02% −0.14
QDEC FT Vest Nasdaq-100 Buffer Et Sold out 0.00% −0.14
BUFQ FT VST Lad NSDQ Buf ETF-Usdi Sold out 0.00% −0.14
VGK Vanguard Ftse Europe ETF Reduce -95.0% 0.02% −0.13
DFUS Dimensional US Eq MKT ETF Reduce -95.3% 0.02% −0.13
RSP Invesco S&P 500 Equal Weight Reduce -90.7% 0.04% −0.13
INTU Intuit Inc. Reduce -89.2% 0.04% −0.13

Portfolio Buys Q4 2023 → Q1 2024

FEBW Alianzim US Eq BFR20 Feb-Usd Add +846.1% 0.64% +0.62
APRW Allinzim US Eq BFR20 Apr-Usd New 0.59% +0.59
MART Allianzim US Eq BFFR10 Mr-US New 0.57% +0.57
PMAR Innovator U.S. Equity Power Add +1902.8% 0.53% +0.52
PAPR Innovator U.S. Equity Power Add +2038.8% 0.47% +0.46
MARW Alianzim US Eq BFR20 Mar-Usd New 0.42% +0.42
MDYG SS SPDR S&P 400 MC GR ETF Add +5.4% 0.66% +0.41
CRED Columbia Resear Enh RL Est New 0.39% +0.39
APRT Allianzim US Eq BFFR10 Ap-US New 0.36% +0.36
FEBT Allianzim US Eq BFFR10 FB-US Add +389.3% 0.34% +0.31
IVW iShares S&P 500 Growth ETF Add +24.0% 0.43% +0.29
FIDU Fidelity MSCI Indust Indx Add +6.0% 0.46% +0.29
DYNF Ishrs US E F R A ETF-Usd Inc. Add +43.2% 0.39% +0.28
ILTB iShares Core 10+ Year Usd Bo Add +11.8% 0.46% +0.28
AVIG Avantis Core Fixed Income Add +201.5% 0.30% +0.25
XONE Bondbloxx BBG 1 Dur US Treas Add +4.6% 0.44% +0.25
IEX Idex Corp. Add +19.8% 0.31% +0.21
ICE Intercontinental Exchange Inc. Add +26.1% 0.30% +0.20
SPBO SS SPDR P Corp. Bond ETF Add +16.8% 0.32% +0.20
EXC Exelon Corp. Add +2.4% 0.33% +0.19
GOVT iShares US Treasury Bond ETF Add +13.0% 0.31% +0.19
IWO iShares Russell 2000 Growth Add +19.8% 0.27% +0.18
A Agilent Technologies Inc. Add +20.4% 0.26% +0.17
FMAT Fidelity MSCI Materials Indx Add +15.2% 0.27% +0.17
FUTY Fidelity MSCI US Utilities Add +18.9% 0.26% +0.17
HEFA Isha Curr Hedged MSCI Eafe Add +13.3% 0.25% +0.16
COLLABORATIVE INVESTMNT SER New 0.15% +0.15
GS Goldman Sachs Group Inc. Add +2.5% 0.25% +0.15
HBAN Huntington Bancshares Inc. Add +2.3% 0.24% +0.14
CLOX Eldridge Aaa Clo ETF Add +8.5% 0.23% +0.14
SKOR NT Crdscr US Corp. BD ETF Add +33.6% 0.20% +0.13
JBHT Hunt (jb) Transprt SVCS Inc. Add +29.0% 0.21% +0.13
SLYG SS SPDR S&P 600 SC GR ETF Add +3.7% 0.22% +0.13
QRVO Qorvo Inc. Add +27.4% 0.18% +0.12
AFL Aflac Inc. Add +9.4% 0.21% +0.12
YUM Yum! Brands Inc. Add +8.7% 0.19% +0.11
SIXO Allian US Equ 6 Mon BU10-Usd Add +909.6% 0.12% +0.11
DFAT Dimensional US Target Value Add +7.0% 0.17% +0.10
DFAI Dimensional International Co. Add +9.8% 0.16% +0.10
TUA Sim St Treas Fut Strat ETF Add +7.7% 0.18% +0.10
CMBS iShares CMBS ETF Add +14.7% 0.15% +0.09
FREL Fidelity MSCI RL Est Indx Add +22.6% 0.14% +0.09
ATR Aptargroup Inc. Add +24.0% 0.12% +0.08
QFLR Innovator Nasdaq-100 MF ETF New 0.08% +0.08
BWA Borgwarner Inc. Add +11.7% 0.12% +0.07
CNP Centerpoint Energy Inc. Add +8.8% 0.12% +0.07
WTS Watts Water Technologies-A Add +20.5% 0.10% +0.07
DDWM Wisdomtree DY Inter Eq FD-US Add +3.4% 0.11% +0.07
TPH Tri Pointe Homes Inc. Add +20.6% 0.09% +0.06
EVR Evercore Inc. Class A Add +14.9% 0.09% +0.06

Options Activity Q4 2023 → Q1 2024

SPY SS SPDR S&P 500 ETF Trust-US call Sold out 12,700 $4.0Mbefore exit
SPY SS SPDR S&P 500 ETF Trust-US put Sold out 116,300 $891Kbefore exit
IWM iShares Russell 2000 ETF put Sold out 204,600 $567Kbefore exit
QQQ Invesco QQQ Trust Series 1 put Sold out 11,500 $22Kbefore exit
EPD Enterprise Products Partners call Sold out 23,000 $67before exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

Notes & Other Activity Q4 2023 → Q1 2024

GOEWQ Hennessy Capital Acquis-CW25 *W EXP 12/21/202 Sold out 65,756 $6Kbefore exit
AUROW Aurora Innovation Inc. -CW28 *W EXP 11/03/202 Sold out 12,630 $4Kbefore exit
LEVWQ Lion Electric Co./the -CW26 *W EXP 05/06/202 Sold out 10,300 $589before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2,646$21.5BNVDA, AAPL, MSFT, VNLA, AMZN
Q1 2026 2,579$18.5BNVDA, AAPL, MSFT, VNLA, IVV
Q4 2025 2,443$17.4BAAPL, NVDA, MSFT, VNLA, AMZN
Q3 2025 2,272$15.7BNVDA, AAPL, MSFT, VNLA, SPYG
Q2 2025 2,141$13.7BNVDA, MSFT, AAPL, VNLA, AMZN
Q1 2025 2,139$11.9BAAPL, MSFT, VNLA, NVDA, AMZN
Q4 2024 2,118$11.8BAAPL, MSFT, NVDA, VNLA, AMZN
Q3 2024 1,233$11.0BAAPL, MSFT, NVDA, VNLA, VOO
Q2 2024 1,229$10.0BAAPL, MSFT, NVDA, VNLA, VOO
Q1 2024 1,141$8.8BAAPL, MSFT, VOO, VNLA, IVV