Buck Wealth Strategies, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Buck Wealth Strategies, LLC reported 1,170 stock positions worth $956.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.3% of the portfolio, followed by PIMCO Active Bond Exchange-T (BOND, 6.3%) and iShares Core U.S. Aggregate (AGG, 4.4%). Compared with Q1 2026, it opened 1,007 new positions, sold out of 3, added to 80 and reduced 63. The biggest buy was a new position in Exlservice (EXLS) and the biggest sale Unitedhealth (UNH, shares −98%).

Most Recent 13F
Q2 2026
Location
DENVER, CO
CIK
0001973259
Portfolio Value
$956.2M (Q2 2026)
SEC Filing
0001973259-26-000003 ↗ filed Jul 30, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $291.1M Q1 2024 Q2 2024: $338.8M Q2 2024 Q3 2024: $317.8M Q3 2024 Q4 2024: $481.2M Q4 2024 Q1 2025: $550.3M Q1 2025 Q2 2025: $656.4M Q2 2025 Q3 2025: $729.6M Q3 2025 Q4 2025: $787.9M Q4 2025 Q1 2026: $809.8M Q1 2026 Q2 2026: $956.2M $956.2M Q2 2026

Holdings 1,170 stocks · $956.2M

IVV iShares Core S&P 500 ETF 10.33% 131,827 $98.7M Add +6.3%
BOND PIMCO Active Bond Exchange-T 6.28% 651,556 $60.1M Add +3.7%
AGG iShares Core U.S. Aggregate 4.37% 421,730 $41.7M Add +3.7%
SPYG SS SPDR P S&P 500 Growth ETF 3.18% 255,300 $30.4M Add +2.8%
VEA Vanguard Ftse Developed ETF 2.84% 381,159 $27.2M Add +1.0%
DGRO iShares Core Dividend Growth 2.59% 326,243 $24.7M Add +19.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.42% 286,793 $23.1M Add +1.3%
AAPL Apple Inc. 2.33% 77,148 $22.3M Add +0.5%
JPM JPMorgan Chase & Co. 2.03% 59,289 $19.4M Add +6.1%
AMZN Amazon.com Inc. 2.00% 80,066 $19.1M Add +2.1%
MSFT Microsoft Corp. 1.94% 49,801 $18.6M Add +8.9%
VNLA Janus Henderson Short Durati 1.94% 379,297 $18.5M Reduce -0.3%
GOOGL Alphabet Inc. Class A 1.89% 50,520 $18.1M Reduce -12.0%
XONE Bondbloxx BBG 1 Dur US Treas 1.63% 316,178 $15.6M Reduce -0.6%
V Visa Inc. Class A 1.53% 42,756 $14.7M Add +15.9%
MRK Merck & Co. Inc. 1.52% 113,226 $14.5M Add +2.8%
KO The Coca-Cola Co. 1.52% 178,406 $14.5M Add +1.9%
AMGN Amgen Inc. 1.51% 39,968 $14.5M Add +4.8%
WM Waste Management Inc. 1.45% 62,394 $13.9M Add +9.3%
PG The Procter & Gamble Co. 1.45% 94,392 $13.8M Add +14.5%
IJR iShares Core S&P Small-Cap E 1.44% 93,071 $13.8M Add +12.6%
WMT Walmart Inc. 1.44% 121,253 $13.7M Add +7.5%
JPST JPMorgan Ultra-Short Income 1.41% 267,213 $13.5M Add +4.1%
LMT Lockheed Martin Corp. 1.37% 25,660 $13.1M Add +8.7%
GLDM SPDR Gold Minishares Trust 1.32% 159,140 $12.6M Add +2.0%
GS Goldman Sachs Group Inc. 1.31% 12,386 $12.5M Add +3.8%
PYPL PayPal Holdings Inc. 1.29% 286,233 $12.4M Add +8.6%
HPQ HP Inc. 1.26% 550,056 $12.1M Reduce -19.0%
AVEM Avantis Emerging Markets Eq 1.26% 124,477 $12.0M Add +0.7%
MINT PIMCO Enhanced Short Maturit 1.24% 117,164 $11.8M Reduce -0.9%
KR Kroger Co. 1.23% 212,288 $11.8M Add +14.9%
ALL Allstate Corp. 1.22% 48,892 $11.6M Add +1.9%
TIP iShares Tips Bond ETF 1.20% 104,737 $11.5M Add +3.9%
INTU Intuit Inc. 1.18% 43,139 $11.3M Add +54.5%
QQQ Invesco QQQ Trust Series 1 1.16% 15,103 $11.1M Add +173.4%
JSI JH Securitized Income ETF 1.08% 201,240 $10.3M Add +2.4%
CMCSA Comcast Corp. Class A 1.02% 395,492 $9.7M Add +18.4%
LAZ Lazard Inc. 0.88% 201,288 $8.4M Add +6.4%
PVH PVH Corp. 0.85% 109,642 $8.1M Reduce -27.7%
EXLS Exlservice Holdings Inc. 0.82% 301,726 $7.8M New
CALM Cal-Maine Foods Inc. 0.72% 85,590 $6.9M Add +18.2%
VNT Vontier Corp. 0.72% 236,867 $6.9M New
SRE Sempra 0.71% 73,032 $6.8M Add +2.6%
VZ Verizon Communications Inc. 0.70% 157,273 $6.7M Reduce -46.8%
VGLT Vanguard Long-Term Treasury 0.65% 113,305 $6.3M New
G Genpact Ltd. 0.62% 215,246 $5.9M New
AVIG Avantis Core Fixed Income 0.57% 132,400 $5.5M Add +1.3%
SGOV iShares 0-3 Month Treasury B 0.56% 53,128 $5.3M Reduce -1.2%
DELL Dell Technologies -C 0.36% 7,922 $3.4M Reduce -20.4%
VTI VG Morningstar TS MKT ETF-US 0.33% 8,422 $3.1M Add +634.9%
NVDA Nvidia Corp. 0.32% 15,187 $3.0M Add +7.9%
MUNI PIMCO Intermediate Municipal 0.32% 57,399 $3.0M Add +81.6%
FLMI Franklin Dynamic Municipal B 0.31% 117,130 $2.9M Add +81.6%
IJH iShares Core S&P Midcap ETF 0.31% 38,158 $2.9M New
IWM iShares Russell 2000 ETF 0.30% 9,499 $2.9M Add +263.5%
META Meta Platforms Inc. Class A 0.28% 4,805 $2.7M Add +32.3%
CAT Caterpillar Inc. 0.26% 2,330 $2.5M Add +4.1%
XLE SS Energy Select Sector 0.25% 45,173 $2.4M Add +466.0%
FTNT Fortinet Inc. 0.25% 15,321 $2.4M Reduce -3.8%
VGSH Vanguard Short-Term Treasury 0.24% 39,615 $2.3M New
GL Globe Life Inc. 0.23% 12,443 $2.2M Add +29.4%
EXEL Exelixis Inc. 0.23% 40,671 $2.2M Add +8.9%
GOOG Alphabet Inc. Class C 0.23% 6,193 $2.2M Add +20.3%
JAZZ Jazz Pharmaceuticals PLC 0.22% 8,635 $2.1M Add +6.3%
CLS Celestica Inc. 0.21% 5,631 $2.1M Add +27.1%
UBER Uber Technologies Inc. 0.21% 28,339 $2.0M Add +54.8%
NUE Nucor Corp. 0.21% 9,019 $2.0M Add +8.4%
F Ford Motor Co. filed as FORD MTR CO 0.20% 136,910 $1.9M Add +33.9%
IYM iShares U.S. Basic Materials 0.20% 10,562 $1.9M Add +117.3%
IEF iShares 7-10 Year Treasury B 0.19% 19,372 $1.8M Add +6.6%
IEMG iShares Core MSCI Emerging 0.18% 20,796 $1.7M New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.17% 20,923 $1.7M Reduce -4.9%
GPK Graphic Packaging Holding Co. 0.17% 154,769 $1.6M Add +119.4%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.17% 14,856 $1.6M Add +1.1%
MELI MercadoLibre Inc. 0.17% 934 $1.6M Add +98.7%
MBB iShares MBS ETF 0.16% 16,585 $1.6M Reduce -7.1%
IEFA iShares Core MSCI Eafe ETF 0.16% 15,353 $1.5M New
SPY SS SPDR S&P 500 ETF Trust-US 0.14% 1,846 $1.4M Reduce -40.6%
EEM iShares MSCI Emerging Market 0.14% 19,885 $1.4M Reduce -11.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.14% 15,298 $1.3M Reduce -11.8%
IJS iShares S&P Small-Cap 600 Va 0.14% 9,510 $1.3M Reduce -10.5%
IJK iShares S&P Mid-Cap 400 Grow 0.13% 10,890 $1.3M New
MUB iShares National Muni Bond E 0.13% 11,873 $1.3M Add +72.8%
VDE Vanguard Energy ETF 0.13% 8,451 $1.3M New
VOO Vanguard S&P 500 ETF 0.13% 1,825 $1.3M Add +374.0%
TSLA Tesla Inc. 0.13% 2,933 $1.2M Add +2.0%
PYLD PIMCO Multisector Bond Actv 0.13% 46,410 $1.2M Add +8.5%
TAXX BBLX Irm Tax-Aware S Dur ETF 0.12% 22,786 $1.2M Add +80.9%
DNOV FT Vest US Equity Deep Buffe 0.12% 22,233 $1.1M Reduce -0.3%
BIL SS SPDR BB 1-3M T-Bill ETF 0.11% 11,716 $1.1M New
VTV Vanguard Mrngstr Val ETF-Aui 0.11% 4,897 $1.1M Reduce -9.1%
MTUM iShares MSCI USA Momentum Fa 0.11% 2,963 $1.0M New
SMH Vaneck Semiconductor ETF 0.10% 1,525 $1.0M New
GLD SPDR Gold Shares 0.10% 2,713 $1000K Reduce -9.8%
BND Vanguard Total Bond Market 0.10% 13,358 $981K Reduce -2.0%
WFC Wells Fargo & Co. 0.10% 11,037 $912K Reduce -1.6%
DFEB FT Vest U.S. Equity Deep Buf 0.09% 17,714 $894K No change
AVGO Broadcom Inc. 0.09% 2,318 $876K Reduce -4.0%
IYZ iShares US Telecommunication 0.09% 19,719 $834K Reduce -20.2%
IDU iShares US Utilities ETF 0.09% 7,130 $817K New
LLY Eli Lilly & Co. 0.08% 660 $791K Add +33.3%
IYE iShares U.S. Energy ETF 0.08% 13,126 $743K New
DJAN FT Vest U.S. Equity Deep Buf 0.08% 15,782 $718K No change
XLV SS Health Care Select Sector 0.08% 4,527 $718K New
XBI SS SPDR S&P Biotech ETF 0.07% 4,534 $718K New
USMV iShares MSCI USA Min Vol Fac 0.07% 7,265 $701K New
NFLX Netflix Inc. 0.07% 9,799 $700K Add +4.0%
DJUN FT Vest US Equity Deep Buffe 0.07% 14,125 $696K Reduce -8.3%
HD Home Depot Inc. 0.07% 1,937 $683K Add +22.9%
VWO Vanguard Ftse Emerging Marke 0.07% 11,283 $673K Add +5.8%
SDY SS SPDR S&P Dividend ETF 0.07% 4,382 $667K Reduce -0.9%
DDEC FT Vest U.S. Equity Deep Buf 0.07% 13,934 $660K Reduce -0.4%
LRCX Lam Research Corp. 0.07% 1,504 $652K Add +38.5%
IYW iShares Ustechnology ETF 0.07% 2,557 $645K Reduce -46.9%
OCTM FT Vest US Eq Max Buf Oct 0.06% 18,140 $609K No change
IMCG iShares Morningstar Mid-Cap 0.06% 6,181 $608K Reduce -1.1%
DMAR FT Vest US Equity Deep Buffe 0.06% 13,431 $601K No change
DJUL FT Vest US Equity Deep Buffe 0.06% 11,515 $577K Reduce -7.5%
BNDX Vanguard Total Intl Bond ETF 0.06% 11,467 $555K Reduce -17.3%
DOCT FT Vest U.S. Equity Deep Buf 0.06% 11,691 $546K No change
CVX Chevron Corp. 0.06% 3,243 $538K Add +13.0%
BSV Vanguard Short-Term Bond ETF 0.05% 6,637 $517K Reduce -17.7%
AMD Advanced Micro Devices 0.05% 887 $515K Reduce -43.2%
JNJ Johnson & Johnson 0.05% 1,994 $506K Reduce -8.7%
DAPR FT Vest U.S. Equity Deep Buf 0.05% 12,048 $493K Reduce -5.3%
VB Vanguard Most SM-Cap ETF-Usd 0.05% 1,623 $492K Reduce -0.3%
FFEB FT Vest US Equity Buffer ETF 0.05% 8,011 $489K No change
HOOD Robinhood Markets Inc. Class A 0.05% 4,792 $481K Add +9.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 1,688 $475K Reduce -2.9%
DMAY FT Vest US Equity Deep Buffe 0.05% 10,005 $471K Add +10.4%
COST Costco Wholesale Corp. 0.05% 489 $458K Add +28.0%
HIMU iShares High Yild Muni A ETF 0.05% 9,133 $455K Add +81.6%
VHT Vanguard Health Care ETF 0.05% 1,493 $447K New
DAUG FT Vest U.S. Equity Deep Buf 0.05% 9,527 $446K No change
SPEM State Street SP PTF Em ETF 0.05% 8,342 $432K New
IWF iShares Russell 1000 Growth 0.04% 3,460 $430K New
CSCO Cisco Systems Inc. 0.04% 3,647 $428K Reduce -12.6%
SHOP Shopify Inc. Class A 0.04% 3,702 $423K Add +14.5%
MA Mastercard Inc. Class A 0.04% 820 $421K Add +40.9%
IYF iShares US Financials ETF 0.04% 3,272 $417K New
UNH Unitedhealth Group Inc. 0.04% 974 $405K Reduce -98.0%
ABBV Abbvie Inc. 0.04% 1,587 $399K Reduce -8.1%
SECT Main Sector Rotation ETF 0.04% 5,482 $395K Add +0.1%
FEBM FT Vest US Eq Max Buf Feb 0.04% 12,590 $393K No change
ICSH iShares Ultra Short Duration 0.04% 7,341 $371K New
FAPR FT Vest U.S. Equity Buffer E 0.04% 7,711 $360K Reduce -1.3%
XLP SS Consumer Staples Sel Sect 0.04% 4,258 $354K Reduce -1.8%
FJUL FT Vest US Equity Buffer ETF 0.04% 5,891 $351K Reduce -12.5%
DECM FT Vest US Eq Max Buf Dec 0.04% 10,400 $351K No change
INTC Intel Corp. 0.04% 2,508 $350K New
AMAT Applied Materials Inc. 0.04% 482 $349K New
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.04% 997 $343K New
SCHD Schwab US DVD Equity ETF 0.04% 10,551 $335K Reduce -4.4%
ARKQ ARK Autonomous Tech & Robot 0.04% 2,530 $334K New
MO Altria Group Inc. 0.03% 4,613 $332K Reduce -2.6%
SPYM Ste STR SPDR PT S&P 500 ETF 0.03% 3,722 $327K Reduce -19.0%
GE General Electric filed as GE AEROSPACE 0.03% 872 $326K Add +17.5%
BRK.B Berkshire Hathaway Inc. Class B 0.03% 637 $319K No change
TSM Taiwan Semiconductor-SP ADR 0.03% 646 $309K Reduce -4.4%
FMAR FT Vest US Equity Buffer ETF 0.03% 5,821 $304K No change
REZ Ishars Res and Multi Reales 0.03% 3,209 $304K Reduce -1.0%
QJUN FT Vest Nasdaq-100 Buffer Et 0.03% 8,915 $301K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.03% 5,971 $301K Reduce -18.2%
RDVY First Trust Rising Dividend 0.03% 3,710 $301K New
FNOV FT Vest US Equity Buffer ETF 0.03% 4,935 $289K No change
VONG Vanguard Russell 1000 Growth 0.03% 2,243 $287K New
FDEC FT Vest U.S. Equity Buffer E 0.03% 5,230 $285K No change
SNOW Snowflake Inc. 0.03% 1,104 $281K New
JUNM FT Vest US Eq Max Buf June 0.03% 7,930 $278K Add +27.3%
MCD McDonald's Corp. 0.03% 1,022 $276K Reduce -0.1%
DSEP FT Vest U.S. Equity Deep Buf 0.03% 5,783 $274K No change
QUAL iShares MSCI USA Quality Fac 0.03% 1,233 $271K New
FJUN FT Vest US Equity Buff ETF-J 0.03% 4,497 $270K No change
VMBS Vanguard Mortgage-Backed Sec 0.03% 5,743 $269K Reduce -17.8%
COP Conocophillips 0.03% 2,566 $267K New
RZV Invesco S&P Smallcap 600 Pur 0.03% 1,780 $265K New
ORCL Oracle Corp. 0.03% 1,789 $262K Reduce -11.4%
WDC Western Digital Corp. 0.03% 406 $259K New
MARM Ftvestus Max Buff ETF March 0.03% 7,600 $259K Reduce -9.5%
BLV Vanguard Long-Term Bond ETF 0.03% 3,728 $257K Reduce -18.0%
BIV Vanguard Intermediate-Term B 0.03% 3,341 $256K Reduce -18.1%
IVW iShares S&P 500 Growth ETF 0.03% 1,831 $252K Reduce -85.2%
PM Philip Morris International 0.03% 1,387 $251K Reduce -5.7%
PULS Pgim Ultra Short Bond ETF 0.03% 5,003 $248K Add +1.6%
CIBR First Trust Nasdaq Cybersecu 0.03% 2,749 $247K New
NOVM FT Vest US Eq Max Buf Nov 0.03% 7,180 $242K No change
DASH DoorDash Inc. Class A 0.03% 1,303 $240K New
CALF PCR US SM CP CSH CWS ETF-Usd 0.03% 4,747 $240K New
XLU St Sr Utl SL SE SPDR ETF-Usd 0.02% 5,226 $237K New
ITOT iShares Core S&P Total U.S. 0.02% 1,438 $236K New
RBLX Roblox Corp. Class A 0.02% 4,319 $235K New
JMUB JPMorgan Municipal ETF 0.02% 4,578 $232K No change
VLUE iShares MSCI USA Value Facto 0.02% 1,156 $231K New
KMI Kinder Morgan Inc. 0.02% 7,102 $227K Reduce -6.4%
IHI iShares U.S. Medical Devices 0.02% 4,578 $226K New
HWM Howmet Aerospace Inc. 0.02% 841 $226K New
NEAR iShares SH Dba ETF Usd Inc. 0.02% 4,439 $225K New
XYZ Block Inc. 0.02% 2,939 $223K New
AUGM FT Vest US Eq Max Buf Aug 0.02% 6,366 $223K No change
AEP American Electric Power 0.02% 1,625 $222K Reduce -8.0%
MMM 3M Co. 0.02% 1,356 $220K New
FJAN FT Vest U.S. Equity Buffer E 0.02% 3,982 $219K No change
GEV GE Vernova Inc. 0.02% 185 $217K New
ISRG Intuitive Surgical Inc. 0.02% 542 $216K Add +10.6%
EFA iShares MSCI Eafe ETF 0.02% 2,051 $213K New
SPAB SS SPDR P Agg Bond ETF 0.02% 8,270 $211K Reduce -28.2%
FAUG FT Vest U.S. Equity Buffer E 0.02% 3,705 $209K New
BAC Bank of America Corp. 0.02% 3,650 $208K New
T AT&T Inc. 0.02% 9,861 $204K Reduce -0.2%
ALNY Alnylam Pharmaceuticals Inc. 0.02% 673 $203K New
INSM Insmed Inc. 0.02% 1,899 $202K New
NOC Northrop Grumman Corp. 0.02% 397 $202K Add +0.5%
STIP iShares 0-5 Year Tips Bond E 0.02% 1,898 $194K New
APP AppLovin Corp. Class A 0.02% 375 $193K New
IOO iShares Global 100 ETF 0.02% 1,400 $191K New
SHYG iShares 0-5 YR HY Corp. Bond 0.02% 4,288 $182K Reduce -20.4%
MPC Marathon Petroleum Corp. 0.02% 703 $180K New
RTX RTX Corp. 0.02% 919 $174K New
FOCT FT Vest U.S. Equity Buffer E 0.02% 3,305 $173K New
VGT Vanguard Info Tech ETF 0.02% 1,443 $173K New
NOW ServiceNow Inc. 0.02% 1,691 $168K New
PLTR Palantir Technologies Inc. Class A 0.02% 1,406 $164K New
IDCC Interdigital Inc. 0.02% 559 $158K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.02% 1,639 $158K New
MAR Marriott International Class A 0.02% 420 $156K New
FENY Fidelity MSCI Energy Index 0.02% 5,044 $149K New
SPYV SS SPDR P S&P 500 Value ETF 0.02% 2,435 $148K New
STX Seagate Technology Holdings 0.02% 153 $148K New
SBUX Starbucks Corp. 0.02% 1,439 $147K New
GOVT iShares US Treasury Bond ETF 0.01% 6,160 $140K New
FSEP FT Vest U.S. Equity Buffer E 0.01% 2,525 $139K New
ADI Analog Devices Inc. 0.01% 343 $136K New
EUSA iShares MSCI USA Equal Weigh 0.01% 1,147 $131K New
IVE iShares S&P 500 Value ETF 0.01% 574 $130K New
JEPI JPMorgan Equity Premium Inco 0.01% 2,255 $127K New
PSX Phillips 66 0.01% 741 $125K New
SO The Southern Co. 0.01% 1,306 $125K New
XHLF Bondbloxx BBG 6 MTH US Treas 0.01% 2,421 $122K New
APH Amphenol Corp. Class A 0.01% 684 $121K New
SEPM FT Vest US Eq Max Buf Sep 0.01% 3,560 $117K New
GOCT FT Vest US Equity Moderate B 0.01% 2,800 $116K New
IUSV iShares Core S&P U.S. Value 0.01% 1,052 $116K New
MGA Magna International Inc. 0.01% 1,760 $116K New
SNDK Sandisk Corp. 0.01% 49 $111K New
LIN Linde PLC 0.01% 214 $111K New
VGK Vanguard Ftse Europe ETF 0.01% 1,201 $106K New
NEM Newmont Corp. 0.01% 1,132 $106K New
IJT iShares S&P Small-Cap 600 GR 0.01% 580 $104K New
BALL Ball Corp. 0.01% 1,659 $104K New
ITA iShares U.S. Aerospace & Def 0.01% 423 $103K New
XLK SS Technology Select Sector 0.01% 537 $102K New
JANM FT Vest US Eq Max Buf Jan 0.01% 3,000 $102K New
QMAR FT Vest Nasdaq-100 Buffer Et 0.01% 2,715 $101K New
FUTY Fidelity MSCI US Utilities 0.01% 1,694 $99K New
CVS CVS Health Corp. 0.01% 955 $99K New
PEG Public Service Enterprise GP 0.01% 1,214 $99K New
AXP American Express Co. 0.01% 290 $98K New
BOH Bank of Hawaii Corp. filed as BANK HAWAII CORP 0.01% 1,184 $96K New
VRT Vertiv Holdings Co. Class A 0.01% 283 $95K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.01% 624 $95K New
XME SS SPDR S&P Metals Mining 0.01% 875 $94K New
KKR KKR & Co. Inc. 0.01% 1,017 $93K New
FMAT Fidelity MSCI Materials Indx 0.01% 1,594 $93K New
TLT iShares 20+ Year Treasury BD 0.01% 1,069 $92K Reduce -76.4%
SHV iShares 0-1 Year Treasury Bo 0.01% 835 $92K New
SPSB SS SPDR P St C Corp. ETF 0.01% 3,061 $92K New
AHR American Healthcare REIT Inc. 0.01% 1,750 $91K New
FEX First Trust Large Cap Core A 0.01% 648 $91K New
NEE Nextera Energy Inc. 0.01% 1,026 $90K New
PGX Invesco Preferred ETF 0.01% 8,298 $90K Reduce -17.6%
MCI Barings Corporate Investors 0.01% 5,115 $90K New
CINF Cincinnati Financial Corp. 0.01% 482 $89K New
MU Micron Technology Inc. 0.01% 77 $89K New
IBKR Interactive Brokers Gro Class A 0.01% 1,016 $88K New
IBB iShares Biotechnology ETF 0.01% 452 $86K New
PPL PPL Corp. 0.01% 2,362 $86K New
ETHO Amplify Etho Climate Leaders 0.01% 1,063 $86K New
FBND Fidelity Total Bond ETF 0.01% 1,870 $85K New
NULV Nuveen ESG Large-Cap Val ETF 0.01% 1,684 $84K New
HCA HCA Healthcare Inc. 0.01% 216 $84K New
PH Parker Hannifin Corp. 0.01% 86 $84K New
VGIT Vanguard Intermediate-Term T 0.01% 1,417 $84K New
FHLC Fidelity MSCI Health Care 0.01% 1,071 $83K New
PFE Pfizer Inc. 0.01% 3,426 $82K New
IWR iShares Russell Mid-Cap ETF 0.01% 745 $82K New
AMT American Tower Corp. 0.01% 499 $82K New
PANW Palo Alto Networks Inc. 0.01% 239 $82K New
BNY Bank of New York Mellon Corp. 0.01% 557 $81K New
IAU iShares Gold Trust 0.01% 1,060 $80K New
MCK McKesson Corp. 0.01% 103 $78K New
AVUV Avantis US Small Cap Value 0.01% 623 $78K New
ADX Adams Diversified Equity 0.01% 3,036 $78K New
PHM Pultegroup Inc. 0.01% 565 $78K New
SCHW Schwab (charles) Corp. 0.01% 835 $77K New
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E 0.01% 3,162 $77K New
EWJ iShares MSCI Japan ETF 0.01% 824 $77K New
MDY State Street SPDR S&P Midcap 0.01% 108 $76K New
JCI Johnson Controls Internation 0.01% 514 $75K New
IQV Iqvia Holdings Inc. 0.01% 387 $75K New
TDIV FT Nasdaq Tech DVD Index FD 0.01% 641 $74K New
CNP Centerpoint Energy Inc. 0.01% 1,654 $73K New
GRID First TRST Nasd Class Edg Sgiif 0.01% 379 $73K New
PWR Quanta Services Inc. 0.01% 100 $72K New
FFLC Fidelity Fndmntl L/C Cor ETF 0.01% 1,203 $71K New
VCR Vanguard Consumer Discre ETF 0.01% 178 $70K New
GD General Dynamics Corp. 0.01% 195 $69K New
ED Consolidated Edison Inc. 0.01% 624 $69K New
IWL iShares Russell Top 200 ETF 0.01% 371 $69K New
NOBL Proshares S&P 500 Dividend A 0.01% 1,206 $68K New
FMAY FT Vest US Equity Buffer ETF 0.01% 1,200 $67K New
FANG Diamondback Energy Inc. 0.01% 382 $67K New
SLB SLB Ltd. filed as SLB LIMITED 0.01% 1,443 $67K New
PGR Progressive Corp. 0.01% 307 $67K New
DUK Duke Energy Corp. 0.01% 523 $66K New
PLD Prologis Inc. 0.01% 488 $66K New
IGSB iShares 1-5Y Inv Grade Corp. 0.01% 1,257 $66K New
QSR Restaurant Brands Intern 0.01% 903 $65K New
KEYS Keysight Technologies Inc. 0.01% 187 $65K New
LOW Lowe's Cos Inc. 0.01% 290 $64K New
SPIB SS SPDR P Int C Corp. ETF 0.01% 1,907 $64K New
BMY Bristol-Myers Squibb Co. 0.01% 1,107 $64K New
CCL Carnival Corp. Ltd. 0.01% 2,209 $63K New
MKL Markel Group Inc. 0.01% 32 $62K New
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.01% 2,368 $62K New
TMO Thermo Fisher Scientific Inc. 0.01% 123 $62K New
LHX L3HARRIS Technologies Inc. 0.01% 212 $62K New
EAGG iShares ESG Aware US Aggrega 0.01% 1,286 $61K New
ENB Enbridge Inc. 0.01% 1,117 $61K New
EWT iShares MSCI Taiwan ETF 0.01% 550 $60K New
NUBD Nuveen ESG US Aggregate Bond 0.01% 2,663 $59K New
SHY iShares 1-3 Year Treasury Bo 0.01% 716 $59K New
QDEC FT Vest Nasdaq-100 Buffer Et 0.01% 1,612 $57K New
SYY Sysco Corp. 0.01% 686 $57K New
INTF iShares International Equity 0.01% 1,372 $56K New
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.01% 499 $56K New
WMB Williams Cos Inc. 0.01% 746 $55K New
GILD Gilead Sciences Inc. 0.01% 429 $54K New
ARKX ARK Space & Defense Innovati 0.01% 1,581 $54K New
MRVL Marvell Technology Inc. 0.01% 181 $54K New
PECO Phillips Edison & Company Inc. 0.01% 1,262 $53K New
SLQD iShares 0-5 YR Inv GRD Corp. 0.01% 1,021 $51K New
FTSL First Trust Senior Loan ETF 0.01% 1,148 $51K New
FDVV Fidelity High Dividend ETF 0.01% 847 $51K New
LCTU iShares U.S. Carbon Transiti 0.01% 632 $51K New
PEP Pepsico Inc. 0.01% 367 $50K New
BSX Boston Scientific Corp. 0.01% 1,163 $50K New
SPSM SS SPDR P S&P 600 Small Cap 0.01% 856 $49K New
SCMB Schwab Municipal Bond ETF 0.01% 1,900 $49K New
CME Cme Group Inc. 0.01% 217 $48K New
XLSR SS US Sector Rotation 0.01% 736 $48K New
SMAY FT Vest U.S. Small Cap Moder 0.01% 1,670 $47K New
EXC Exelon Corp. 0.00% 1,014 $47K New
CAG Conagra Brands Inc. 0.00% 3,507 $47K New
JULM FT Vest US Eq Max Buf July 0.00% 1,300 $45K New
XEL Xcel Energy Inc. 0.00% 542 $44K New
BA The Boeing Co. 0.00% 201 $44K New
SUSC iShares ESG Aware Usd Corpor 0.00% 1,868 $43K New
ADP Automatic Data Processing 0.00% 193 $43K New
WEC WEC Energy Group Inc. 0.00% 368 $43K New
CMS CMS Energy Corp. 0.00% 558 $43K New
SPLV Invesco S&P 500 Low Volatili 0.00% 566 $42K New
AMLP Alerian MLP ETF 0.00% 815 $42K New
OTTR Otter Tail Corp. 0.00% 466 $42K New
WSO Watsco Inc. 0.00% 101 $42K New
ESGU iShares ESG Aware MSCI USA 0.00% 254 $42K New
PGF Invesco Financial Preferred 0.00% 3,000 $41K New
VYMI Vanguard Int High DVD YLD Inc. 0.00% 417 $41K New
HON Honeywell International Inc. 0.00% 179 $40K New
RFV Invesco S&P Midcap 400 Pure 0.00% 280 $40K New
SLF Sun Life Financial Inc. 0.00% 510 $40K New
PRF Invesco Rafi US 1000 ETF 0.00% 736 $40K New
TMUS T-Mobile US Inc. 0.00% 237 $40K New
MTZ Mastec Inc. 0.00% 95 $40K New
HONA Honeywell Aerospace Inc. 0.00% 178 $39K New
SPMD SS SPDR P S&P 400 Midcap ETF 0.00% 581 $39K New
XSSPX Nuveen S&P 500 Dynam Overwr 0.00% 2,099 $39K New
FLJP Franklin Ftse Japan ETF 0.00% 984 $39K New
MCHP Microchip Technology Inc. 0.00% 427 $39K New
PNW Pinnacle West Capital 0.00% 362 $39K New
RSPM Invesco S&P 500 Equal Weight 0.00% 1,000 $39K New
SPMB SS SPDR P Mort Back Bond ETF 0.00% 1,730 $39K New
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.00% 73 $38K New
BUCK Simplify Treasury Option Inc. 0.00% 1,620 $38K New
DSI iShares ESG MSCI KLD 400 ETF 0.00% 265 $38K New
EFV iShares MSCI Eafe Value ETF 0.00% 491 $38K New
TNET Trinet Group Inc. 0.00% 755 $37K New
IVT Inventrust Properties Corp. 0.00% 1,051 $37K New
EMR Emerson Electric Co. 0.00% 260 $37K New
IBD Inspire Corporate Bond ETF 0.00% 1,543 $37K New
TRV The Travelers Cos Inc. 0.00% 111 $37K New
PDBC Invesco Optimum Yield Divers 0.00% 2,283 $36K New
VLO Valero Energy Corp. 0.00% 138 $36K New
CTA Simplify Managed Futures St 0.00% 1,389 $36K New
IDV iShares International Select 0.00% 855 $35K New
JNK SS SPDR BB High Yield Bond 0.00% 363 $35K New
YMAR FT VT Int Equ M B- Mar-US I 0.00% 1,220 $35K New
PHO Invesco Water Resources ETF 0.00% 500 $35K New
ETN Eaton Corp. PLC 0.00% 80 $34K New
KMB Kimberly-Clark Corp. 0.00% 308 $34K New
SNPS Synopsys Inc. 0.00% 74 $33K New
AGGH Simplify Aggregate Bond ETF 0.00% 1,636 $33K New
GJUL FT Vest US Equity Moderate B 0.00% 750 $33K New
SUB iShares Short-Term National 0.00% 306 $33K New
SPGI S&P Global Inc. 0.00% 80 $32K New
ICLN iShares Global Clean Energy 0.00% 1,578 $32K New
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.00% 518 $32K New
PNC PNC Financial Services Group 0.00% 129 $32K New
A Agilent Technologies Inc. 0.00% 237 $31K New
FTCB FT Core Investment Grade ETF 0.00% 1,467 $31K New
SCHX Schwab US Large-Cap ETF 0.00% 1,039 $31K New
MDLZ Mondelez International Inc. Class A 0.00% 527 $30K New
SAIC Science Applications Inte 0.00% 275 $30K New
USB US Bancorp 0.00% 500 $30K New
SMLF iShares US Smallcap Equity F 0.00% 338 $30K New
VTIP Vanguard Short-Term Tips 0.00% 593 $30K New
FOXY Simplify Currency Strtgy ETF 0.00% 990 $29K New
VYM Vanguard High DVD Yield ETF 0.00% 186 $29K New
HE Hawaiian Electric Inds 0.00% 2,145 $29K New
GMAR FT Vest US Equity Moderate B 0.00% 650 $29K New
LALT FT MLT-Strat Alternative ETF 0.00% 1,183 $28K New
BBJP JPMorgan Betabuilders Japan 0.00% 375 $28K New
SBAR Simplify Barrier Income ETF 0.00% 1,102 $28K New
VFLO Victoryshares Free Cash Flow 0.00% 613 $28K New
DTE DTE Energy Company 0.00% 183 $28K New
GWX State Street SPDR S&P Intern 0.00% 635 $28K New
WELL Welltower Inc. 0.00% 120 $27K New
NTRA Natera Inc. 0.00% 99 $27K New
EBND State Street SPDR Bloomberg 0.00% 1,279 $27K New
HEQT Simplify Hedged Equity ETF 0.00% 796 $27K New
FE Firstenergy Corp. 0.00% 557 $26K New
EIX Edison International 0.00% 355 $26K New
USXF iShares ESG Advance MSCI USA 0.00% 377 $26K New
AVA Avista Corp. 0.00% 639 $26K New
IYG iShares U.S. Financial Servi 0.00% 285 $26K New
TTEK Tetra Tech Inc. 0.00% 892 $26K New
PKG Packaging Corp. of America 0.00% 108 $26K New
FIXD First Trust Smith Opportunis 0.00% 586 $26K New
SNY Sanofi-ADR 0.00% 595 $25K New
TREX Trex Company Inc. filed as TREX INC 0.00% 500 $25K New
QDF NT Qual Div ETF 0.00% 275 $25K New
IYJ iShares U.S. Industrials ETF 0.00% 148 $25K New
IVOO Vanguard S&P Mid-Cap 400 ETF 0.00% 189 $25K New
SLV iShares Silver Trust 0.00% 457 $24K New
DE Deere & Co. 0.00% 37 $24K New
POR Portland General Electric Co. 0.00% 452 $23K New
AFLG First Trust Active Factor La 0.00% 539 $23K New
FNDF Schwab Fndmn Intl LRG Co. ETF 0.00% 441 $23K New
PAYX Paychex Inc. 0.00% 233 $23K New
FDX FedEx Corp. 0.00% 73 $23K New
KNG FT Vest S&P 500 DVD Arst TRG 0.00% 450 $23K New
BKNG Booking Holdings Inc. 0.00% 125 $22K New
DVA Davita Inc. 0.00% 100 $22K New
MDT Medtronic PLC 0.00% 284 $22K New
REGL Prshrs S&P Mid 400 DVD Arist 0.00% 242 $22K New
C Citigroup Inc. 0.00% 157 $22K New
EMGF iShares Emerging Markets Equ 0.00% 299 $22K New
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.00% 11 $22K New
FSK FS KKR Capital Corp. 0.00% 2,076 $22K New
IGEB iShares Investment Grade SYS 0.00% 482 $22K New
EW Edwards Lifesciences Corp. 0.00% 240 $22K New
IDXX Idexx Laboratories Inc. 0.00% 41 $22K New
NKE Nike Inc. Class B 0.00% 520 $21K New
VIG Vanguard Dividend Apprec ETF 0.00% 90 $21K New
GM General Motors Co. 0.00% 276 $21K New
AVDV Avantis Intl S/C Value ETF 0.00% 205 $21K New
SCHO Schwab Short-Term US Treas 0.00% 875 $21K New
TMAT Main Thematic Innovation ETF 0.00% 664 $21K New
VNQ Vanguard Real Estate ETF 0.00% 216 $21K New
VENU Venu Holding Corp. filed as VENU HLDG CORP 0.00% 9,145 $21K New
D Dominion Energy Inc. 0.00% 302 $21K New
IGF iShares Global Infrastructur 0.00% 309 $21K New
BTI British American Tob-SP ADR 0.00% 333 $21K New
ZION Zions Bancorp NA 0.00% 297 $21K New
TTE Totalenergies SE 0.00% 260 $20K New
ESGE iShares Inc. iShares ESG Awar 0.00% 366 $20K New
TTWO Take-Two Interactive Softwre 0.00% 80 $20K New
TFC Truist Financial Corp. 0.00% 395 $20K New
UL Unilever PLC-Sponsored ADR 0.00% 326 $20K New
VRSK Verisk Analytics Inc. 0.00% 108 $19K New
BLK BlackRock Inc. 0.00% 20 $19K New
SCHA Schwab US Small-Cap ETF 0.00% 531 $19K New
HYS PIMCO 0-5 Year H/Y Corp. Bond 0.00% 204 $19K New
SUSB iShares ESG Aware 1-5 Year U 0.00% 758 $19K New
AAON Aaon Inc. 0.00% 148 $19K New
EXR Extra Space Storage Inc. 0.00% 129 $19K New
IOT Samsara Inc. Class A 0.00% 574 $19K New
EMHC SS SPDR BB Em Usd Bond ETF 0.00% 723 $18K New
VCIT Vanguard Int-Term Corporate 0.00% 221 $18K New
AMCR Amcor PLC 0.00% 417 $18K New
VOX Vanguard Communication Servi 0.00% 98 $18K New
RWO State Street SPDR Dow Jones 0.00% 361 $18K New
NXPI NXP Semiconductors NV 0.00% 64 $18K New
NGG National Grid PLC-SP ADR 0.00% 212 $18K New
SRLN SS Blackstone Sr Loan ETF 0.00% 434 $17K New
HII Huntington Ingalls Industrie 0.00% 62 $17K New
IYK iShares US Consumer Staples 0.00% 237 $17K New
SVOL Simplify Volatility Premium 0.00% 1,071 $17K New
LNG Cheniere Energy Inc. 0.00% 72 $17K New
PRFZ Inv Rafi US 1500 SM-Usd Inc. 0.00% 307 $17K New
PFG Principal Financial Group 0.00% 158 $17K New
INDA iShares MSCI India ETF 0.00% 339 $17K New
TRP TC Energy Corp. 0.00% 252 $17K New
EVUS iShares ESG Aw MSCI US Value 0.00% 476 $17K New
O Realty Income Corp. 0.00% 270 $17K New
PFF iShares Preferred & Income S 0.00% 545 $17K New
TPHD Timothy Plan High DVD STCK 0.00% 387 $16K New
FTGS First Trust Grwth Strgth ETF 0.00% 438 $16K New
FDL First Trust Morn DVD Lead Inc. 0.00% 331 $16K New
TIPX SS SPDR BB 1-10YR Tips ETF 0.00% 848 $16K New
SPHY SS SPDR P High Yield ETF 0.00% 684 $16K New
COR Cencora Inc. 0.00% 56 $16K New
FSSL FS Specialty Lending Fund 0.00% 1,428 $16K New
AVUS Avantis U.S. Equity ETF 0.00% 123 $16K New
AKAM Akamai Technologies Inc. 0.00% 133 $16K New
VTEB Vanguard Tax-Exempt Bond ETF 0.00% 308 $16K New
DFUS Dimensional US Eq MKT ETF 0.00% 189 $15K New
ACWV iShares MSCI Global Min Vol 0.00% 128 $15K New
SJNK SS SPDR BB St Hi Yield ETF 0.00% 613 $15K New
OUSA Alps Oshares US Quality Divi 0.00% 263 $15K New
LEN Lennar Corp. Class A 0.00% 169 $15K New
TT Trane Technologies PLC 0.00% 31 $15K New
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.00% 215 $15K New
KLAC KLA Corp. 0.00% 50 $15K New
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.00% 325 $15K New
DHR Danaher Corp. 0.00% 78 $15K New
VBR Vngrd Mrngst SL-CP Val ETF-U 0.00% 61 $15K New
SYK Stryker Corp. 0.00% 47 $15K New
TPR Tapestry Inc. 0.00% 100 $15K New
SPTM SS SPDR P S&P 1500 Comp ETF 0.00% 161 $15K New
TXN Texas Instruments Inc. 0.00% 49 $15K New
GIS General Mills Inc. 0.00% 415 $14K New
GLW Corning Inc. 0.00% 56 $14K New
FTA First Trust L C Val Alp 0.00% 147 $14K New
MET Metlife Inc. 0.00% 168 $14K New
TER Teradyne Inc. 0.00% 29 $14K New
RF Regions Financial Corp. 0.00% 464 $14K New
FTCS First Trust Capital Strength 0.00% 149 $14K New
MLI Mueller Industries Inc. 0.00% 114 $14K New
HQL Abrdn Life Sciences Investor 0.00% 697 $14K New
QSPT FT Vest Nasdaq-100 Buffer Et 0.00% 400 $14K New
CERY SS SPDR BBG En RY CM St N-Ui 0.00% 413 $14K New
TEVA Teva Pharmaceutical-SP ADR 0.00% 400 $14K New
KXI iShares Global Consumer Stap 0.00% 200 $14K New
DTM DT Midstream Inc. 0.00% 92 $13K New
STRL Sterling Infrastructure Inc. 0.00% 16 $13K New
QTEC First Trust Nasdq 100 Tech I 0.00% 40 $13K New
DGRW Wisdomtree U.S. Quality Divi 0.00% 140 $13K New
GPC Genuine Parts Co. 0.00% 112 $13K New
QCOM Qualcomm Inc. 0.00% 71 $13K New
EMB iShares JP Morgan Usd Emergi 0.00% 136 $13K New
VST Vistra Corp. 0.00% 82 $13K New
SCHK Schwab 1000 Index ETF 0.00% 359 $13K New
DFAU Dimensional US Core Equity M 0.00% 248 $13K New
ISTB iShares Core 1-5 Year Usd Bo 0.00% 265 $13K New
TACK Fairlead Tactical Sector ETF 0.00% 400 $13K New
FIIG FT Intermed Dur Ig Corp. ETF 0.00% 610 $13K New
VTS Vitesse Energy Inc. 0.00% 798 $13K New
MAS Masco Corp. 0.00% 153 $12K New
OKE Oneok Inc. 0.00% 143 $12K New
FEM First Trust Emerging Markets 0.00% 387 $12K New
WSC Willscot Holdings Corp. 0.00% 428 $12K New
KIM Kimco Realty Corp. 0.00% 478 $12K New
DLTR Dollar Tree Inc. 0.00% 100 $12K New
SILA Sila Realty Trust Inc. 0.00% 396 $12K New
ODFL Old Dominion Freight Line 0.00% 55 $12K New
COHR Coherent Corp. 0.00% 30 $12K New
RYAN Ryan Specialty Holdings Inc. 0.00% 311 $12K New
CTAS Cintas Corp. 0.00% 69 $12K New
IGIB iShares 5-10Y Inv Grade Corp. 0.00% 219 $12K New
FDT First Trust Develp MKT Ex-US 0.00% 121 $11K New
CRM Salesforce Inc. 0.00% 72 $11K New
SCHH Schwab US REIT ETF 0.00% 479 $11K New
EVRG Evergy Inc. 0.00% 131 $11K New
SFBS Servisfirst Bancshares Inc. 0.00% 130 $11K New
DMXF iShares ESG Advanc MSCI Eafe 0.00% 131 $11K New
YSEP FT VST Int Eq MB ETF-Usd Inc. 0.00% 400 $11K New
DSTL Distillate US Fundamental St 0.00% 180 $11K New
LDUR PIMCO Enhanced Low Duration 0.00% 113 $11K New
TMSL T.rowe PRC Small-Mid Cap ETF 0.00% 246 $11K New
XDEC FT Vest US Equity Enhance & 0.00% 250 $11K New
AMKR Amkor Technology Inc. 0.00% 124 $11K New
IBDR iShares Ibonds Dec 2026 Term 0.00% 439 $11K New
COF Capital One Financial Corp. 0.00% 53 $11K New
MXI iShares Global Materials ETF 0.00% 100 $11K New
CBRE CBRE Group Inc. Class A 0.00% 77 $10K New
EPD Enterprise Products Partners 0.00% 280 $10K New
SCHM Schwab US Mid Cap ETF 0.00% 279 $10K New
IPAC iShares Core MSCI Pacific Et 0.00% 125 $10K New
TY Tri-Continental Corp. 0.00% 297 $10K New
BX Blackstone Inc. 0.00% 87 $10K New
TRMB Trimble Inc. 0.00% 200 $10K New
ROST Ross Stores Inc. 0.00% 47 $10K New
VBK Van Morst SML-Cap Gro-Usd Inc. 0.00% 27 $10K New
ITM Vaneck Intermediate Muni ETF 0.00% 209 $10K New
CRH CRH PLC 0.00% 92 $10K New
EJAN Innovator Emerging Markets P 0.00% 272 $10K New
IEUR iShares Core MSCI Europe ETF 0.00% 130 $10K New
DBEM Xtrackers MSCI Emerging Mark 0.00% 237 $10K New
FITB Fifth Third Bancorp 0.00% 172 $10K New
IDEV iShares Core MSCI Dev MKTS 0.00% 108 $10K New
ACA Arcosa Inc. 0.00% 66 $10K New
CARR Carrier Global Corp. 0.00% 130 $10K New
ADSK Autodesk Inc. 0.00% 49 $10K New
VDC Vanguard Consumer Staple ETF 0.00% 42 $9K New
NVS Novartis AG-Sponsored ADR 0.00% 60 $9K New
AIVL Wisdomtree US AI Enhanced Va 0.00% 72 $9K New
ADM Archer-Daniels-Midland Co. 0.00% 123 $9K New
GAEM Simplify Gamma Emrg MRK BND 0.00% 348 $9K New
CAH Cardinal Health Inc. 0.00% 39 $9K New
DFCF Dimensional Core Fixed Inc. 0.00% 219 $9K New
FJP First Trust Japan 0.00% 120 $9K New
CLX Clorox Company 0.00% 95 $9K New
XRNPX Cohen & Steers REIT and Pref 0.00% 446 $9K New
MS Morgan Stanley 0.00% 43 $9K New
BNDC NT Core Bond ETF 0.00% 401 $9K New
USFR Wisdomtree Floating Rate Tre 0.00% 175 $9K New
FDN First Trust DJ Internet Ind 0.00% 33 $9K New
FLOT iShares Floating Rate Bond E 0.00% 171 $9K New
CTVA Corteva Inc. 0.00% 102 $9K New
AGNT Agnt Inc. 0.00% 1,590 $9K New
PSLV Sprott Physical Silver Trust 0.00% 450 $8K New
AWR American States Water Co. filed as AMER STATES WTR CO 0.00% 103 $8K New
HYD Vaneck High Yield Muni ETF 0.00% 163 $8K New
BNDW Vanguard Total World Bond Et 0.00% 122 $8K New
RSP Invesco S&P 500 Equal Weight 0.00% 39 $8K New
HLT Hilton Worldwide Holdings Inc. 0.00% 25 $8K New
CUZ Cousins Properties Inc. 0.00% 275 $8K New
FCOR Fidelity Corporate Bond ETF 0.00% 174 $8K New
GOVI Invesco Equal Weight 0-30 YR 0.00% 301 $8K New
LTH Life Time Group Holdings Inc. 0.00% 200 $8K New
BP BP PLC-Spons ADR 0.00% 221 $8K New
OHI Omega Healthcare Investors 0.00% 170 $8K New
XLI SS Industrial Select Sector 0.00% 44 $8K New
FEP First Trust Europe 0.00% 141 $8K New
LH Labcorp Holdings Inc. 0.00% 28 $8K New
FIW First Trust Water ETF 0.00% 73 $8K New
AON Aon PLC Class A 0.00% 24 $8K New
URI United Rentals Inc. 0.00% 7 $8K New
ROE Ast US Eq WGT QLTY Kings ETF 0.00% 186 $8K New
AWK American Water Works Co. Inc. 0.00% 60 $8K New
SOLS Solstice Adv Materials Inc. 0.00% 88 $8K New
ABT Abbott Laboratories 0.00% 86 $8K New
SPTS SS SPDR P St Term TSY ETF 0.00% 269 $8K New
ACWI iShares MSCI Acwi ETF 0.00% 49 $8K New
DXCM Dexcom Inc. 0.00% 115 $8K New
LCTD iShares World Ex U.S. Carbon 0.00% 132 $8K New
DBMF Imgp Dbi MFT STR ETF-Usd Inc. 0.00% 247 $8K New
NTR Nutrien Ltd. 0.00% 120 $8K New
FFIV F5 Inc. 0.00% 18 $7K New
SOLV Solventum Corp. 0.00% 97 $7K New
VRTX Vertex Pharmaceuticals Inc. 0.00% 15 $7K New
CC The Chemours Co. 0.00% 361 $7K New
ETR Entergy Corp. 0.00% 64 $7K New
LPLA LPL Financial Holdings Inc. 0.00% 26 $7K New
FAI FT Bloomberg AI ETF 0.00% 135 $7K New
IYC iShares US Consumer Discreti 0.00% 72 $7K New
XLRE SS Real Estate Select Sector 0.00% 165 $7K New
CGNX Cognex Corp. 0.00% 100 $7K New
DXYZ Destiny TECH100 Inc. 0.00% 280 $7K New
FCEL Fuelcell Energy Inc. 0.00% 200 $7K New
NVO Novo-Nordisk A/S-Spons ADR 0.00% 150 $7K New
COWG Pacer US LRG Cap Cows GR LD 0.00% 177 $7K New
VSEC Vse Corp. 0.00% 31 $7K New
FVD First Trust Value Line DVD 0.00% 147 $7K New
CMRE Costamare Inc. 0.00% 504 $7K New
MORN Morningstar Inc. 0.00% 45 $7K New
GNR State Street SPDR S&P Global 0.00% 104 $7K New
TRN Trinity Industries Inc. 0.00% 200 $7K New
LUV Southwest Airlines Co. 0.00% 134 $7K New
RWX State Street SPDR Dow Jones 0.00% 255 $7K New
URA Global X Uranium ETF 0.00% 157 $7K New
PEY Invesco High Yield Equity Di 0.00% 295 $7K New
BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED 0.00% 81 $7K New
POWI Power Integrations Inc. 0.00% 80 $7K New
DFJ Wisdomtree JPN S/C DVD Fund 0.00% 63 $7K New
SCHF Schwab Intl Equity ETF 0.00% 237 $7K New
DIOD Diodes Inc. 0.00% 60 $7K New
FLEX Flex Ltd. 0.00% 40 $6K New
CB Chubb Ltd. 0.00% 19 $6K New
APO Apollo Global Management Inc. 0.00% 55 $6K New
TSME Thrivent SML-MDC Eq ETF-US I 0.00% 122 $6K New
DRI Darden Restaurants Inc. 0.00% 31 $6K New
WDAY Workday Inc. Class A 0.00% 52 $6K New
ESGD iShares Trust iShares ESG Aw 0.00% 62 $6K New
ACN Accenture PLC Class A 0.00% 51 $6K New
DFIV Dimensional International Va 0.00% 117 $6K New
HSY The Hershey Co. 0.00% 36 $6K New
DOX Amdocs Ltd. 0.00% 122 $6K New
BKE The Buckle Inc. 0.00% 145 $6K New
CRWD CrowdStrike Holdings Inc. Class A 0.00% 8 $6K New
BAX Baxter International Inc. 0.00% 283 $6K New
MTB M & T Bank Corp. filed as M & T BK CORP 0.00% 25 $6K New
GRBK Green Brick Partners Inc. 0.00% 75 $6K New
SPLB SS SPDR P Long Term C ETF 0.00% 268 $6K New
JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F 0.00% 77 $6K New
EMHY iShares J.P. Morgan Em High 0.00% 147 $6K New
FCX Freeport-McMoran Inc. 0.00% 95 $6K New
BCS Barclays PLC-Spons ADR 0.00% 221 $6K New
GYLD Arrow Dow Jones Global Yield 0.00% 408 $6K New
NBIS Nebius Group NV 0.00% 21 $6K New
USDU Wisdomtree BBG Usd Bullish 0.00% 214 $6K New
CL Colgate-Palmolive Co. 0.00% 62 $6K New
ECHO Echostar Corp. Class A 0.00% 56 $6K New
MCHI iShares MSCI China ETF 0.00% 111 $6K New
FXR First Trust Indst/Producers 0.00% 62 $6K New
FXH First Trust Health Care Alph 0.00% 46 $6K New
CWB SS SPDR BB Conv Sec ETF 0.00% 52 $6K New
HYEM Vaneck Emrg MKTS Hi YLD 0.00% 279 $6K New
AIG American International Group 0.00% 75 $6K New
FTXO First Trust Nasdaq Bank ETF 0.00% 135 $6K New
IQDY NT Intl Qual Div DYN ETF 0.00% 130 $6K New
SPOT Spotify Technology SA 0.00% 12 $6K New
HESM Hess Midstream LP Class A 0.00% 145 $5K New
DRLL Strive US Energy ETF 0.00% 161 $5K New
VSH Vishay Intertechnology Inc. 0.00% 100 $5K New
BF.B Brown-Forman Corp. Class B 0.00% 200 $5K New
FDXF FedEx Freight Holding Co. 0.00% 35 $5K New
TEL Te Connectivity PLC 0.00% 26 $5K New
IBIT iShares Bitcoin Trust ETF 0.00% 157 $5K New
GSL Global Ship Lease Inc. Class A 0.00% 135 $5K New
FN Fabrinet 0.00% 9 $5K New
CHRW C.H. Robinson Worldwide Inc. 0.00% 27 $5K New
OLLI Ollie's Bargain Outlet Holdi 0.00% 65 $5K New
RVLV Revolve Group Inc. Class A 0.00% 218 $5K New
REGN Regeneron Pharmaceuticals 0.00% 8 $5K New
KOMP SS SPDR S&P Kensho Ne Comp 0.00% 69 $5K New
SCHZ Schwab US Aggregate Bond ETF 0.00% 211 $5K New
XLF SS Financial Select Sector 0.00% 91 $5K New
AEE Ameren Corporation 0.00% 43 $5K New
TLTD NT Dev Exus Ftilt ETF 0.00% 49 $5K New
AVDE Avantis International Equity 0.00% 54 $5K New
AEHR Aehr Test Systems 0.00% 50 $5K New
FNDA Schwab Fndmntl US SM Co. ETF 0.00% 126 $5K New
GEHC GE Healthcare Technology 0.00% 74 $5K New
XT Ishar Fture Exp Tech ETF-Usd 0.00% 57 $5K New
SPTI SS SPDR P Int Term TSY ETF 0.00% 165 $5K New
TYL Tyler Technologies Inc. 0.00% 16 $5K New
LYB Lyondellbasell Indu Class A 0.00% 88 $5K New
Q Qnity Electronics Inc. 0.00% 28 $5K New
DWX State Street SPDR S&P Intern 0.00% 99 $5K New
TAP Molson Coors Beverage Co. Class B 0.00% 117 $5K New
VPU Vanguard Utilities ETF 0.00% 23 $5K New
JEF Jefferies Financial Group Inc. 0.00% 89 $4K New
CPRX Catalyst Pharmaceuticals Inc. 0.00% 141 $4K New
NI Nisource Inc. 0.00% 93 $4K New
BILS SS Spdrb B 3-12M T-Bill ETF 0.00% 44 $4K New
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO 0.00% 38 $4K New
PSMT Pricesmart Inc. 0.00% 22 $4K New
IXUS iShares Core Intl Stock ETF 0.00% 44 $4K New
CACI Caci International Inc. Class A 0.00% 9 $4K New
EBAY eBay Inc. 0.00% 37 $4K New
VAC Marriott Vacations World 0.00% 40 $4K New
VSS Vanguard Ftse All Wo X-US SC 0.00% 26 $4K New
MNA Nylim Merger Arbtrage ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.00% 109 $4K New
IHG Intercontinental Hotels-ADR 0.00% 23 $4K New
CEG Constellation Energy 0.00% 16 $4K New
VXF Vanguard Extended Market ETF 0.00% 16 $4K New
MTN Vail Resorts Inc. 0.00% 29 $4K New
DOW Dow Inc. filed as DOW HLDGS INC 0.00% 144 $4K New
PFXF Vaneck Pref Sec X-Financials 0.00% 219 $4K New
BAM Brookfield Asset Mgmt-A 0.00% 87 $4K New
FGDL Franklin Resp Sourced Gold 0.00% 73 $4K New
NOVT Novanta Inc. 0.00% 24 $4K New
HTGC Hercules Capital Inc. 0.00% 246 $4K New
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.00% 145 $4K New
UNP Union Pacific Corp. 0.00% 14 $4K New
SCHP Schwab U.S. Tips ETF 0.00% 143 $4K New
EOG EOG Resources Inc. 0.00% 29 $4K New
LNT Alliant Energy Corp. 0.00% 49 $4K New
CARY Angel Oak Income ETF 0.00% 179 $4K New
EWL iShares MSCI Switzerland ETF 0.00% 59 $4K New
SHLD Global X Defense Tech ETF 0.00% 62 $4K New
PCY Invesco Emerging Markets Sov 0.00% 170 $4K New
NWN Northwest Natural Holding Co. 0.00% 75 $4K New
MRSH Marsh & McLennan Cos 0.00% 22 $4K New
GNMA iShares Gnma Bond ETF 0.00% 82 $4K New
MAIN Main Street Capital Corp. 0.00% 70 $4K New
AZN Astrazeneca PLC 0.00% 19 $4K New
BBCA JPMorgan Betabuilders Canada 0.00% 36 $4K New
USPH U.S. Physical Therapy Inc. 0.00% 52 $4K New
ANET Arista Networks Inc. 0.00% 21 $4K New
XLB SS Materials Select Sector 0.00% 70 $4K New
NCNO Ncino Inc. 0.00% 217 $4K New
VXUS Vanguard Total Intl Stock 0.00% 41 $4K New
SLYG SS SPDR S&P 600 SC GR ETF 0.00% 29 $3K New
SPCX Space Exploration Techn Class A 0.00% 20 $3K New
STAG Stag Industrial Inc. 0.00% 90 $3K New
DFEM Dimensional Emrg MRKT Core 0.00% 84 $3K New
ICE Intercontinental Exchange Inc. 0.00% 27 $3K New
ZTS Zoetis Inc. 0.00% 46 $3K New
EIPI FT Energy Income ETF 0.00% 150 $3K New
APD Air Products & Chemicals Inc. 0.00% 11 $3K New
FDS Factset Research Systems Inc. 0.00% 14 $3K New
ARCC Ares Capital Corp. 0.00% 173 $3K New
JQUA JPMorgan US Quality Factor 0.00% 44 $3K New
CSX CSX Corp. 0.00% 67 $3K New
GSHD Goosehead Insurance Inc. Class A 0.00% 65 $3K New
TFLO iShares Treasury Floating Ra 0.00% 61 $3K New
NOK Nokia Corp.-Spon ADR 0.00% 230 $3K New
FLRN SS SPDR BB Ig Float RT ETF 0.00% 99 $3K New
IX Orix - Sponsored ADR filed as ORIX CORP 0.00% 80 $3K New
IR Ingersoll-Rand Inc. 0.00% 37 $3K New
JAAA Janus Henderson Aaa Clo ETF 0.00% 59 $3K New
IAGG iShares Intl Aggregate Bond 0.00% 58 $3K New
VLY Valley National Bancorp 0.00% 200 $3K New
MSI Motorola Solutions Inc. 0.00% 7 $3K New
ETW Eaton Vance T/M GLBL Buy-WR 0.00% 300 $3K New
TW Tradeweb Markets Inc. Class A 0.00% 29 $3K New
MSLC Ms Large Cap Equity ETF 0.00% 49 $3K New
TSLX Sixth Street Specialty Lendi 0.00% 166 $3K New
DFH Dream Finders Homes Inc. Class A 0.00% 165 $3K New
WPC WP Carey Inc. 0.00% 39 $3K New
ORLY O'reilly Automotive Inc. 0.00% 30 $3K New
AMP Ameriprise Financial Inc. 0.00% 6 $3K New
PHG Koninklijke Philips NVR- NY 0.00% 101 $3K New
XCHYX Calamos Convert & High Inc. 0.00% 200 $3K New
UAL United Airlines Holdings Inc. 0.00% 20 $3K New
DIV Global X Superdividend Use 0.00% 142 $3K New
SCHG Schwab US Large-Cap Growth 0.00% 80 $3K New
CHI Calamos Convert Opport & Inc. 0.00% 200 $3K New
JOBY Joby Aviation Inc. 0.00% 300 $3K New
TDG Transdigm Group Inc. 0.00% 2 $3K New
SRTA Strata Critical Medical Inc. 0.00% 500 $3K New
CDNS Cadence Design SYS Inc. 0.00% 7 $3K New
SM SM Energy Co. 0.00% 100 $3K New
SMR Nuscale Power Corp. 0.00% 250 $3K New
PBT Permian Basin Royalty Trust 0.00% 100 $3K New
BUD Anheuser-Busch Inbev-SPN ADR 0.00% 30 $2K New
DD Dupont DE Nemours Inc. 0.00% 18 $2K New
KEY Keycorp 0.00% 105 $2K New
AME Ametek Inc. 0.00% 10 $2K New
ERH Allspring Utilities and High 0.00% 200 $2K New
RITM Rithm Capital Corp. 0.00% 256 $2K New
OMC Omnicom Group 0.00% 33 $2K New
FOXF Fox Factory Holding Corp. 0.00% 141 $2K New
MFC Manulife Financial Corp. 0.00% 59 $2K New
POOL Pool Corp. 0.00% 11 $2K New
HGER Harbor Commodity All Weather 0.00% 79 $2K New
KYN Kayne Anderson Energy Infra 0.00% 166 $2K New
SCHV Schwab US Large-Cap Value 0.00% 66 $2K New
OLED Universal Display Corp. 0.00% 26 $2K New
BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC 0.00% 26 $2K New
FNDX Schwab Fndmntl US LRG Co. ETF 0.00% 73 $2K New
WBD Warner Bros Discovery Inc. 0.00% 85 $2K New
BTAL Agf US Market Neutral Anti-B 0.00% 203 $2K New
PRU Prudential Financial Inc. 0.00% 21 $2K New
ADBE Adobe Inc. 0.00% 11 $2K New
IQLT iShares MSCI International Q 0.00% 45 $2K New
CI The Cigna Group 0.00% 8 $2K New
NSC Norfolk Southern Corp. 0.00% 7 $2K New
FOX Fox Corp. Class B 0.00% 47 $2K New
BIIB Biogen Inc. 0.00% 10 $2K New
GBDC Golub Capital BDC Inc. 0.00% 165 $2K New
IVZ Invesco Ltd. 0.00% 80 $2K New
DHI D.R. Horton Inc. 0.00% 13 $2K New
NCLH Norwegian Cruise Line Holdin 0.00% 100 $2K New
NRG NRG Energy Inc. 0.00% 14 $2K New
NICE Nice Ltd. - Spon ADR 0.00% 22 $2K New
BL Blackline Inc. 0.00% 71 $2K New
NRC NRC Health 0.00% 92 $2K New
RJF Raymond James Financial Inc. 0.00% 13 $2K New
EQNR Equinor ASA-Spon ADR 0.00% 62 $2K New
VTWO Vanguard Russell 2000 ETF 0.00% 16 $2K New
ELV Elevance Health Inc. 0.00% 5 $2K New
MAX Mediaalpha Inc. Class A 0.00% 153 $2K New
MXL Maxlinear Inc. 0.00% 15 $2K New
USIG iShares Broad Usd Investment 0.00% 37 $2K New
VTRS Viatris Inc. 0.00% 116 $2K New
SPSC SPS Commerce Inc. 0.00% 32 $2K New
SYF Synchrony Financial 0.00% 24 $2K New
EMLC Vaneck JPM Em Local Curr BND 0.00% 71 $2K New
ULTA Ulta Beauty Inc. 0.00% 4 $2K New
VNQI Vanguard GLBL Ex-US Real Est 0.00% 40 $2K New
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.00% 14 $2K New
CMDB Costamare Bulkers Holding 0.00% 100 $2K New
SCHB Schwab US Broad Market ETF 0.00% 60 $2K New
WING Wingstop Inc. 0.00% 10 $2K New
SHW The Sherwin-Williams Co. 0.00% 5 $2K New
AA Alcoa Corp. 0.00% 33 $2K New
SR Spire Inc. 0.00% 22 $2K New
RIO Rio Tinto PLC-Spon ADR 0.00% 18 $2K New
PFLT Pennantpark Floating Rate Ca 0.00% 226 $2K New
DAL Delta Air Lines Inc. 0.00% 18 $2K New
GSK GSK PLC-Spon ADR 0.00% 32 $2K New
DVN Devon Energy Corp. 0.00% 40 $2K New
GMED Globus Medical Inc. Class A 0.00% 21 $2K New
BBIO Bridgebio Pharma Inc. 0.00% 22 $2K New
UGI Ugi Corp. 0.00% 47 $2K New
YUM Yum! Brands Inc. 0.00% 10 $2K New
DXC DXC Technology Co. 0.00% 180 $2K New
DEO Diageo PLC-Sponsored ADR 0.00% 20 $2K New
HAL Halliburton Co. 0.00% 46 $2K New
PCAR Paccar Inc. 0.00% 13 $2K New
AEM Agnico Eagle Mines Ltd. 0.00% 10 $2K New
KHC The Kraft Heinz Co. 0.00% 65 $2K New
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 0.00% 21 $1K New
CMI Cummins Inc. 0.00% 2 $1K New
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.00% 15 $1K New
E Eni SPA-Sponsored ADR 0.00% 30 $1K New
BKR Baker Hughes Co. 0.00% 25 $1K New
MPWR Monolithic Power Systems Inc. 0.00% 1 $1K New
TXT Textron Inc. 0.00% 15 $1K New
KDP Keurig Dr Pepper Inc. 0.00% 42 $1K New
GWW WW Grainger Inc. 0.00% 1 $1K New
ITW Illinois Tool Works 0.00% 5 $1K New
SU Suncor Energy Inc. 0.00% 25 $1K New
FIS Fidelity National Info Serv 0.00% 34 $1K New
CP Canadian Pacific Kansas City 0.00% 15 $1K New
USHY iShares Broad Usd High Yield 0.00% 35 $1K New
RSG Republic Services Inc. 0.00% 6 $1K New
SHEL Shell PLC-ADR 0.00% 16 $1K New
AKBA Akebia Therapeutics Inc. 0.00% 1,100 $1K New
FNV Franco-Nevada Corp. 0.00% 6 $1K New
UPS United Parcel Service Class B 0.00% 12 $1K New
MNST Monster Beverage Corp. 0.00% 13 $1K New
NWE Northwestern Energy Group Inc. 0.00% 17 $1K New
SNA Snap-on Inc. 0.00% 3 $1K New
TXRH Texas Roadhouse Inc. 0.00% 6 $1K New
FICO Fair Isaac Corp. 0.00% 1 $1K New
HLLY Holley Inc. 0.00% 460 $1K New
VSNT Versant Media Group Inc. 0.00% 32 $1K New
NVEC Nve Corp. 0.00% 11 $1K New
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.00% 5 $1K New
ABNB Airbnb Inc. Class A 0.00% 8 $1K New
MDYG SS SPDR S&P 400 MC GR ETF 0.00% 10 $1K New
ECL Ecolab Inc. 0.00% 4 $1K New
CWEN Clearway Energy Inc. Class C 0.00% 32 $1K New
ES Eversource Energy 0.00% 15 $1K New
UTHR United Therapeutics Corp. 0.00% 2 $1K New
OFLX Omega Flex Inc. 0.00% 34 $1K New
TGT Target Corp. 0.00% 8 $1K New
EQIX Equinix Inc. 0.00% 1 $1K New
DDOG Datadog Inc. Class A 0.00% 4 $1K New
DG Dollar General Corp. 0.00% 9 $1K New
AMX America Movil Sab DE CV 0.00% 39 $1K New
EXE Expand Energy Corp. 0.00% 11 $1K New
ROK Rockwell Automation Inc. 0.00% 2 $990 New
MDYV SS SPDR S&P 400 MC Val ETF 0.00% 10 $974 New
FAST Fastenal Co. 0.00% 20 $961 New
CASH Pathward Financial Inc. 0.00% 11 $958 New
XYL Xylem Inc. 0.00% 8 $946 New
IBRX Immunitybio Inc. 0.00% 107 $937 New
SRRK Scholar Rock Holding Corp. 0.00% 17 $935 New
COO The Cooper Cos Inc. 0.00% 13 $932 New
FISV Fiserv Inc. 0.00% 19 $932 New
OTIS Otis Worldwide Corp. 0.00% 13 $931 New
NTAP Netapp Inc. 0.00% 6 $929 New
HLN Haleon PLC-ADR 0.00% 99 $924 New
MCO Moody's Corp. 0.00% 2 $906 New
GIB Cgi Inc. 0.00% 14 $904 New
JBBB Janus Henderson B-BBB Clo Et 0.00% 19 $900 New
SLYV SS SPDR S&P 600 SC Val ETF 0.00% 8 $900 New
DUSA Davis Select US Equity ETF 0.00% 16 $899 New
EEFT Euronet Worldwide Inc. 0.00% 12 $878 New
BNL Broadstone Net Lease Inc. 0.00% 42 $868 New
RY Royal Bank of Canada 0.00% 4 $828 New
TWLO Twilio Inc. Class A 0.00% 4 $825 New
SDHC Smith Douglas Homes Corp. 0.00% 52 $808 New
UBS UBS Group AG-Reg 0.00% 16 $793 New
BDX Becton Dickinson and Co. 0.00% 5 $784 New
IMCB iShares Morningstar Mid-Cap 0.00% 8 $772 New
MKC McCormick & Co.-Non VTG SHRS 0.00% 15 $756 New
PR Permian Resources Corp. Class A 0.00% 41 $755 New
RVMD Revolution Medicines Inc. 0.00% 4 $749 New
HR Healthcare Realty Trust Inc. 0.00% 37 $746 New
RYN Rayonier Inc. 0.00% 35 $745 New
BKH Black Hills Corp. 0.00% 10 $744 New
EMN Eastman Chemical Co. 0.00% 11 $737 New
UDR Udr Inc. 0.00% 18 $719 New
CHTR Charter Communications Inc. Class A 0.00% 5 $711 New
CPRT Copart Inc. 0.00% 25 $705 New
NTRS Northern Trust Corp. 0.00% 4 $695 New
ROKU Roku Inc. 0.00% 5 $691 New
IP International Paper Co. 0.00% 18 $686 New
MSSM Ms Small-Mid Cap Equity ETF 0.00% 11 $682 New
IEX Idex Corp. 0.00% 3 $681 New
STT State Street Corp. 0.00% 4 $678 New
JHG Janus Henderson Group PLC 0.00% 13 $675 New
MP MP Materials Corp. 0.00% 12 $672 New
FBIN Fortune Brands Innovations I 0.00% 12 $659 New
WTRG Essential Utilities Inc. 0.00% 17 $651 New
BURL Burlington Stores Inc. 0.00% 2 $634 New
MRNA Moderna Inc. 0.00% 9 $630 New
RYAM Rayonier Advanced Materials 0.00% 78 $613 New
USRT iShares Core US REIT ETF 0.00% 9 $611 New
PBR Petroleo Brasileiro-Spon ADR 0.00% 37 $598 New
BIO Bio-Rad Laboratories-A 0.00% 2 $587 New
ESS Essex Property Trust Inc. 0.00% 2 $583 New
KD Kyndryl Holdings Inc. 0.00% 50 $566 New
STZ Constellation Brands Inc. Class A 0.00% 4 $556 New
FAF First American Financial 0.00% 8 $549 New
NOMD Nomad Foods Ltd. 0.00% 50 $548 New
AKR Acadia Realty Trust 0.00% 26 $544 New
DLR Digital Realty Trust Inc. 0.00% 3 $539 New
WAB Wabtec Corp. 0.00% 2 $539 New
RELX Relx PLC - Spon ADR 0.00% 17 $538 New
MDGL Madrigal Pharmaceuticals Inc. 0.00% 1 $537 New
ING ING Groep N.V.-Sponsored ADR 0.00% 17 $533 New
MEDP Medpace Holdings Inc. 0.00% 1 $530 New
ILMN Illumina Inc. 0.00% 3 $527 New
ZBRA Zebra Technologies Corp. Class A 0.00% 2 $527 New
EFAV iShares MSCI Eafe Min Vol Fa 0.00% 6 $526 New
RPRX Royalty Pharma PLC Class A 0.00% 9 $505 New
BF.A Brown-Forman Corp. Class A 0.00% 18 $492 New
AXSM Axsome Therapeutics Inc. 0.00% 2 $490 New
TRI Thomson Reuters Corp. 0.00% 6 $490 New
FTV Fortive Corp. 0.00% 8 $489 New
PCG P G & E Corp. 0.00% 29 $488 New
AVY Avery Dennison Corp. 0.00% 3 $487 New
OGE Oge Energy Corp. 0.00% 10 $487 New
CHD Church & Dwight Co. Inc. 0.00% 5 $484 New
PTLC Pacer Trendpilot US Large Ca 0.00% 8 $484 New
CRL Charles River Laboratories 0.00% 2 $454 New
IGLB iShares 10+ Year Inv GR Corp. 0.00% 9 $450 New
ICL Icl Group Ltd. 0.00% 90 $448 New
SPG Simon Property Group Inc. 0.00% 2 $447 New
LEN.B Lennar Corp. Class B 0.00% 5 $444 New
VLTO Veralto Corp. 0.00% 5 $443 New
FCPT Four Corners Property Trust 0.00% 18 $442 New
IRDM Iridium Communications Inc. 0.00% 8 $439 New
TRU Transunion 0.00% 6 $433 New
HRI Herc Holdings Inc. filed as HERC HLDGS INC 0.00% 3 $430 New
VKTX Viking Therapeutics Inc. 0.00% 11 $429 New
EQT Eqt Corp. 0.00% 8 $425 New
BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 0.00% 29 $421 New
DAVA Endava PLC- Spon ADR 0.00% 148 $419 New
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.00% 3 $413 New
XPO Xpo Inc. 0.00% 2 $411 New
YUMC Yum China Holdings Inc. 0.00% 10 $409 New
TEM Tempus AI Inc. Class A 0.00% 7 $406 New
TXNM TXNM Energy Inc. 0.00% 7 $397 New
ROIV Roivant Sciences Ltd. 0.00% 11 $389 New
BUYW Main Buywrite ETF 0.00% 26 $376 New
CMG Chipotle Mexican Grill Inc. 0.00% 11 $374 New
PRGO Perrigo Co. PLC 0.00% 36 $374 New
SSNC Ss&c Technologies Holdings 0.00% 6 $372 New
W Wayfair Inc. Class A 0.00% 4 $370 New
TD Toronto-Dominion Bank 0.00% 3 $364 New
FIVE Five Below 0.00% 2 $360 New
WST West Pharmaceutical Services 0.00% 1 $359 New
VEEV Veeva Systems Inc. Class A 0.00% 2 $355 New
MICC The Magnum Ice Cream Co. NV 0.00% 20 $348 New
MGNI Magnite Inc. 0.00% 18 $342 New
AM Antero Midstream Corp. 0.00% 15 $341 New
CWT California Water Service Grp 0.00% 7 $341 New
GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD 0.00% 11 $330 New
ASH Ashland Inc. 0.00% 5 $329 New
DAR Darling Ingredients Inc. 0.00% 6 $328 New
BG Bunge Global SA 0.00% 3 $320 New
IBN Icici Bank Ltd.-Spon ADR 0.00% 11 $319 New
GNTX Gentex Corp. 0.00% 12 $303 New
IDA Idacorp Inc. 0.00% 2 $303 New
SHC Sotera Health Co. 0.00% 17 $302 New
BRKR Bruker Corp. 0.00% 5 $301 New
MRP Millrose Properties 0.00% 10 $301 New
CRNX Crinetics Pharmaceuticals Inc. 0.00% 8 $299 New
CAR Avis Budget Group Inc. 0.00% 2 $296 New
EPR Epr Properties filed as EPR PPTYS 0.00% 5 $290 New
LAD Lithia Motors Inc. 0.00% 1 $290 New
ZS Zscaler Inc. 0.00% 2 $282 New
ALGM Allegro Microsystems Inc. 0.00% 4 $278 New
VNET Vnet Group Inc.-ADR 0.00% 34 $273 New
SGRY Surgery Partners Inc. 0.00% 16 $269 New
CVM Cel-Sci Corp. 0.00% 256 $266 New
KMX Carmax Inc. 0.00% 5 $264 New
IT Gartner Inc. 0.00% 2 $259 New
PSKY Paramount Skydance Class B 0.00% 26 $256 New
NUVL Nuvalent Inc. Class A 0.00% 2 $247 New
ENPH Enphase Energy Inc. 0.00% 5 $246 New
WDFC WD-40 Co. 0.00% 1 $244 New
FSLR First Solar Inc. 0.00% 1 $236 New
IBP Installed Building Products 0.00% 1 $230 New
ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU 0.00% 3 $227 New
RIVN Rivian Automotive Inc. Class A 0.00% 13 $226 New
SON Sonoco Products Co. 0.00% 4 $225 New
COLB Columbia Banking System Inc. 0.00% 7 $224 New
NJR New Jersey Resources Corp. 0.00% 4 $224 New
NSA National Storage Affiliates 0.00% 5 $222 New
ICFI Icf International Inc. 0.00% 3 $219 New
MOS The Mosaic Co. 0.00% 10 $214 New
TECH Bio-Techne Corp. 0.00% 3 $212 New
M Macy's Inc. 0.00% 9 $212 New
CELH Celsius Holdings Inc. 0.00% 7 $205 New
BWA Borgwarner Inc. 0.00% 3 $199 New
CTSH Cognizant Tech Solutions-A 0.00% 5 $194 New
IMVT Immunovant Inc. 0.00% 5 $193 New
MTCH Match Group Inc. 0.00% 5 $190 New
IUSG iShares Core S&P U.S. Growth 0.00% 1 $188 New
FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD 0.00% 2 $187 New
NNN NNN REIT Inc. 0.00% 4 $186 New
HUBS HubSpot Inc. 0.00% 1 $183 New
SWX Southwest Gas Holdings Inc. 0.00% 2 $177 New
SBAC SBA Communications Corp. 0.00% 1 $176 New
FLO Flowers Foods Inc. 0.00% 22 $174 New
ELAN Elanco Animal Health Inc. 0.00% 7 $172 New
ENR Energizer Holdings Inc. 0.00% 8 $172 New
SPB Spectrum Brands Holdings Inc. 0.00% 2 $172 New
SIG Signet Jewelers Ltd. 0.00% 2 $172 New
CYTK Cytokinetics Inc. 0.00% 2 $170 New
ALGN Align Technology Inc. 0.00% 1 $169 New
NBIX Neurocrine Biosciences Inc. 0.00% 1 $169 New
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.00% 2 $158 New
JPC Nuveen Prefered & Income Opp 0.00% 20 $158 New
CAVA Cava Group Inc. 0.00% 2 $157 New
FHN First Horizon Corp. 0.00% 6 $154 New
LUMN Lumen Technologies Inc. 0.00% 20 $154 New
ATKR Atkore Inc. 0.00% 2 $152 New
VFC VF Corp. 0.00% 9 $152 New
ETSY Etsy Inc. 0.00% 2 $151 New
THO Thor Industries Inc. 0.00% 2 $150 New
AVTR Avantor Inc. 0.00% 15 $149 New
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 0.00% 3 $149 New
ELF Elf Beauty Inc. 0.00% 2 $148 New
AES AES Corp. 0.00% 10 $147 New
JJSF J & J Snack Foods Corp. 0.00% 2 $147 New
RAL Ralliant Corp. 0.00% 2 $147 New
AEO American Eagle Outfitters 0.00% 8 $138 New
RLY SS Multi-Asset Real Ret ETF 0.00% 4 $138 New
RGEN Repligen Corp. 0.00% 1 $136 New
GEOS Geospace Technologies Corp. 0.00% 20 $135 New
ALC Alcon Inc. filed as ALCON AG 0.00% 2 $135 New
REYN Reynolds Consumer Products I 0.00% 5 $134 New
OGN Organon & Co. 0.00% 10 $131 New
LW Lamb Weston Holdings Inc. 0.00% 3 $130 New
LINE Lineage Inc. 0.00% 3 $130 New
BB Blackberry Ltd. 0.00% 10 $127 New
TFX Teleflex Inc. 0.00% 1 $127 New
OPCH Option Care Health Inc. 0.00% 6 $126 New
PAYC Paycom Software Inc. 0.00% 1 $126 New
IOVA Iovance Biotherapeutics Inc. 0.00% 30 $125 New
APTV Aptiv PLC 0.00% 2 $123 New
PCVX Vaxcyte Inc. 0.00% 2 $116 New
BMRN Biomarin Pharmaceutical Inc. 0.00% 2 $114 New
MZTI The Marzetti Company 0.00% 1 $114 New
LULU Lululemon Athletica Inc. 0.00% 1 $114 New
IPAR Interparfums Inc. 0.00% 1 $112 New
RVTY Revvity Inc. 0.00% 1 $111 New
MMS Maximus Inc. 0.00% 2 $108 New
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.00% 6 $108 New
NWL Newell Brands Inc. 0.00% 17 $104 New
TCBI Texas Capital Bancshares Inc. 0.00% 1 $103 New
COTY Coty Inc. Class A 0.00% 47 $102 New
CMBT CMB Tech NV 0.00% 7 $98 New
MNSO Miniso Group Holding Ltd.-ADR 0.00% 8 $96 New
INGR Ingredion Inc. 0.00% 1 $95 New
ASO Academy Sports & Outdoors Inc. 0.00% 2 $94 New
FIZZ National Beverage Corp. 0.00% 3 $94 New
POST Post Holdings Inc. filed as POST HLDGS INC 0.00% 1 $88 New
CSGP Costar Group Inc. 0.00% 3 $85 New
KTB Kontoor Brands Inc. 0.00% 1 $85 New
NEOG Neogen Corp. 0.00% 9 $81 New
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.00% 1 $79 New
MAN Manpowergroup Inc. 0.00% 2 $68 New
CPB The Campbell's Company 0.00% 3 $67 New
WEN The Wendy's Co. 0.00% 8 $66 New
BHVN Biohaven Ltd. 0.00% 4 $60 New
VEON Veon Ltd. 0.00% 1 $52 New
CLVT Clarivate PLC 0.00% 22 $48 New
LCID Lucid Group Inc. 0.00% 7 $47 New
PBH Prestige Consumer Healthcare 0.00% 1 $47 New
INSP Inspire Medical Systems Inc. 0.00% 1 $45 New
DFIN Donnelley Financial Solution 0.00% 1 $42 New
SMPL The Simply Good Foods Co. 0.00% 3 $40 New
SRPT Sarepta Therapeutics Inc. 0.00% 2 $36 New
XPEV Xpeng Inc. - ADR 0.00% 2 $26 New
HRL Hormel Foods Corp. 0.00% 1 $25 New
NLOP Net Lease Office Property 0.00% 2 $22 New
CCOI Cogent Communications Holdin 0.00% 1 $14 New
LNSR Lensar Inc. 0.00% 1 $6 New
SVA Sinovac Biotech Ltd. 0.00% 7 $0 New

Portfolio Sells Q1 2026 → Q2 2026

UNH Unitedhealth Group Inc. Reduce -98.0% 0.04% −1.55
VZ Verizon Communications Inc. Reduce -46.8% 0.70% −1.13
PVH PVH Corp. Reduce -27.7% 0.85% −0.45
VNLA Janus Henderson Short Durati Reduce -0.3% 1.94% −0.36
HPQ HP Inc. Reduce -19.0% 1.26% −0.35
XONE Bondbloxx BBG 1 Dur US Treas Reduce -0.6% 1.63% −0.31
MINT PIMCO Enhanced Short Maturit Reduce -0.9% 1.24% −0.23
CSGS CSG Systems Intl Inc. Sold out 0.00% −0.17
GOOGL Alphabet Inc. Class A Reduce -12.0% 1.89% −0.15
IVW iShares S&P 500 Growth ETF Reduce -85.2% 0.03% −0.15
SGOV iShares 0-3 Month Treasury B Reduce -1.2% 0.56% −0.11
SPY SS SPDR S&P 500 ETF Trust-US Reduce -40.6% 0.14% −0.11
IYH iShares U.S. Healthcare ETF Sold out 0.00% −0.10
XOM Exxon Mobil Corp. Sold out 0.00% −0.07
GLD SPDR Gold Shares Reduce -9.8% 0.10% −0.06
MBB iShares MBS ETF Reduce -7.1% 0.16% −0.05
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -4.9% 0.17% −0.04
IYW iShares Ustechnology ETF Reduce -46.9% 0.07% −0.04
TLT iShares 20+ Year Treasury BD Reduce -76.4% 0.01% −0.04
IYZ iShares US Telecommunication Reduce -20.2% 0.09% −0.03
BNDX Vanguard Total Intl Bond ETF Reduce -17.3% 0.06% −0.02
BSV Vanguard Short-Term Bond ETF Reduce -17.7% 0.05% −0.02
BND Vanguard Total Bond Market Reduce -2.0% 0.10% −0.02
IJS iShares S&P Small-Cap 600 Va Reduce -10.5% 0.14% −0.02
VTV Vanguard Mrngstr Val ETF-Aui Reduce -9.1% 0.11% −0.02
VUG Vanguard Mrngstar GR ETF-Sui Reduce -11.8% 0.14% −0.02
DJUN FT Vest US Equity Deep Buffe Reduce -8.3% 0.07% −0.02
WFC Wells Fargo & Co. Reduce -1.6% 0.10% −0.01
EEM iShares MSCI Emerging Market Reduce -11.1% 0.14% −0.01
SPAB SS SPDR P Agg Bond ETF Reduce -28.2% 0.02% −0.01
T AT&T Inc. Reduce -0.2% 0.02% −0.01
JNJ Johnson & Johnson Reduce -8.7% 0.05% −0.01
DNOV FT Vest US Equity Deep Buffe Reduce -0.3% 0.12% −0.01
VMBS Vanguard Mortgage-Backed Sec Reduce -17.8% 0.03% −0.01
BIV Vanguard Intermediate-Term B Reduce -18.1% 0.03% −0.01
BLV Vanguard Long-Term Bond ETF Reduce -18.0% 0.03% −0.01
DJUL FT Vest US Equity Deep Buffe Reduce -7.5% 0.06% −0.01
DAPR FT Vest U.S. Equity Deep Buf Reduce -5.3% 0.05% −0.01
MCD McDonald's Corp. Reduce -0.1% 0.03% −0.01
SDY SS SPDR S&P Dividend ETF Reduce -0.9% 0.07% −0.01
SPDW Ste STR SPDR PT DW Eu ETF Reduce -18.2% 0.03% −0.01
ORCL Oracle Corp. Reduce -11.4% 0.03% −0.01
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -19.0% 0.03% −0.01
SHYG iShares 0-5 YR HY Corp. Bond Reduce -20.4% 0.02% −0.01
FJUL FT Vest US Equity Buffer ETF Reduce -12.5% 0.04% −0.01
KMI Kinder Morgan Inc. Reduce -6.4% 0.02% −0.01
MARM Ftvestus Max Buff ETF March Reduce -9.5% 0.03% −0.01
DDEC FT Vest U.S. Equity Deep Buf Reduce -0.4% 0.07% −0.01
XLP SS Consumer Staples Sel Sect Reduce -1.8% 0.04% −0.01
SCHD Schwab US DVD Equity ETF Reduce -4.4% 0.04% −0.01

Portfolio Buys Q1 2026 → Q2 2026

EXLS Exlservice Holdings Inc. New 0.82% +0.82
QQQ Invesco QQQ Trust Series 1 Add +173.4% 1.16% +0.77
VNT Vontier Corp. New 0.72% +0.72
VGLT Vanguard Long-Term Treasury New 0.65% +0.65
G Genpact Ltd. New 0.62% +0.62
IVV iShares Core S&P 500 ETF Add +6.3% 10.33% +0.32
IJH iShares Core S&P Midcap ETF New 0.31% +0.31
VTI VG Morningstar TS MKT ETF-US Add +634.9% 0.33% +0.28
VGSH Vanguard Short-Term Treasury New 0.24% +0.24
IWM iShares Russell 2000 ETF Add +263.5% 0.30% +0.22
DGRO iShares Core Dividend Growth Add +19.2% 2.59% +0.21
XLE SS Energy Select Sector Add +466.0% 0.25% +0.19
IEMG iShares Core MSCI Emerging New 0.18% +0.18
IJR iShares Core S&P Small-Cap E Add +12.6% 1.44% +0.18
SPYG SS SPDR P S&P 500 Growth ETF Add +2.8% 3.18% +0.17
V Visa Inc. Class A Add +15.9% 1.53% +0.16
IEFA iShares Core MSCI Eafe ETF New 0.16% +0.16
IJK iShares S&P Mid-Cap 400 Grow New 0.13% +0.13
VDE Vanguard Energy ETF New 0.13% +0.13
BIL SS SPDR BB 1-3M T-Bill ETF New 0.11% +0.11
MUNI PIMCO Intermediate Municipal Add +81.6% 0.32% +0.11
FLMI Franklin Dynamic Municipal B Add +81.6% 0.31% +0.11
MTUM iShares MSCI USA Momentum Fa New 0.11% +0.11
SMH Vaneck Semiconductor ETF New 0.10% +0.10
VOO Vanguard S&P 500 ETF Add +374.0% 0.13% +0.10
IYM iShares U.S. Basic Materials Add +117.3% 0.20% +0.09
IDU iShares US Utilities ETF New 0.09% +0.09
GPK Graphic Packaging Holding Co. Add +119.4% 0.17% +0.08
IYE iShares U.S. Energy ETF New 0.08% +0.08
XLV SS Health Care Select Sector New 0.08% +0.08
XBI SS SPDR S&P Biotech ETF New 0.07% +0.07
USMV iShares MSCI USA Min Vol Fac New 0.07% +0.07
GL Globe Life Inc. Add +29.4% 0.23% +0.07
MELI MercadoLibre Inc. Add +98.7% 0.17% +0.07
CAT Caterpillar Inc. Add +4.1% 0.26% +0.06
GS Goldman Sachs Group Inc. Add +3.8% 1.31% +0.06
CLS Celestica Inc. Add +27.1% 0.21% +0.06
F Ford Motor Co. Add +33.9% 0.20% +0.05
UBER Uber Technologies Inc. Add +54.8% 0.21% +0.05
VHT Vanguard Health Care ETF New 0.05% +0.05
GOOG Alphabet Inc. Class C Add +20.3% 0.23% +0.05
SPEM State Street SP PTF Em ETF New 0.05% +0.05
IWF iShares Russell 1000 Growth New 0.04% +0.04
IYF iShares US Financials ETF New 0.04% +0.04
MUB iShares National Muni Bond E Add +72.8% 0.13% +0.04
TAXX BBLX Irm Tax-Aware S Dur ETF Add +80.9% 0.12% +0.04
LRCX Lam Research Corp. Add +38.5% 0.07% +0.04
ICSH iShares Ultra Short Duration New 0.04% +0.04
INTC Intel Corp. New 0.04% +0.04
AMAT Applied Materials Inc. New 0.04% +0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,170$956.2MIVV, BOND, AGG, SPYG, VEA
Q1 2026 166$809.8MIVV, BOND, AGG, SPYG, VEA
Q4 2025 172$787.9MIVV, BOND, AGG, SPYG, VEA
Q3 2025 170$729.6MIVV, AGG, BOND, VO, AAPL
Q2 2025 154$656.4MIVV, AGG, BOND, VO, MSFT
Q1 2025 124$550.3MIVV, AGG, BOND, VO, AAPL
Q4 2024 79$481.2MIVV, TLT, AGG, SGOV, AAPL
Q3 2024 68$317.8MIVV, AGG, AAPL, SGOV, TLT
Q2 2024 68$338.8MIVV, SGOV, AGG, AAPL, VNLA
Q1 2024 78$291.1MVNLA, SGOV, PULS, CAT, WM