Cape Investment Advisory, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), Cape Investment Advisory, Inc. reported 1,448 stock positions worth $374.1 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 12.4% of the portfolio, followed by Schwab US Large-Cap Value (SCHV, 5.6%) and iShares Flex I A ETF-Usd (BINC, 3.1%). Compared with Q1 2026, it opened 1,221 new positions, added to 96 and reduced 118. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +36%) and the biggest sale Chevron (CVX, shares −6%).

Most Recent 13F
Q2 2026
Location
MCDONOUGH, GA
CIK
0001944437
Portfolio Value
$374.1M (Q2 2026)
SEC Filing
0001944437-26-000004 ↗ filed Jul 23, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $213.9M Q1 2024 Q2 2024: $222.6M Q2 2024 Q3 2024: $246.7M Q3 2024 Q4 2024: $255.7M Q4 2024 Q1 2025: $251.1M Q1 2025 Q2 2025: $273.9M Q2 2025 Q3 2025: $101.7M Q3 2025 Q4 2025: $325.1M Q4 2025 Q1 2026: $300.7M Q1 2026 Q2 2026: $374.1M $374.1M Q2 2026

Holdings 1,448 stocks · $374.1M

SCHB Schwab US Broad Market ETF 12.37% 1,597,218 $46.3M Add +0.8%
SCHV Schwab US Large-Cap Value 5.60% 601,890 $21.0M Add +0.0%
BINC iShares Flex I A ETF-Usd Inc. 3.13% 223,537 $11.7M Add +3.0%
SCHG Schwab US Large-Cap Growth 2.29% 252,801 $8.6M Reduce -1.1%
SCHJ Schwab 1-5 YR Corp. BND ETF 2.28% 346,191 $8.5M Add +1.8%
SCHM Schwab US Mid Cap ETF 1.92% 194,841 $7.2M Reduce -0.3%
MSFT Microsoft Corp. 1.72% 17,276 $6.4M Add +5.7%
RSP Invesco S&P 500 Equal Weight 1.71% 30,062 $6.4M Reduce -1.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.70% 8,508 $6.4M Add +5.4%
GOOGL Alphabet Inc. Class A 1.58% 16,553 $5.9M Reduce -7.3%
IVV iShares Core S&P 500 ETF 1.53% 7,644 $5.7M Add +36.0%
SCHD Schwab US DVD Equity ETF 1.52% 179,537 $5.7M Reduce -2.5%
AMZN Amazon.com Inc. 1.41% 22,055 $5.3M Add +1.2%
AAPL Apple Inc. 1.26% 16,316 $4.7M Add +2.2%
SCHE Schwab Emrg Mrkts Eqty ETF 1.19% 122,438 $4.4M Add +2.9%
SCHF Schwab Intl Equity ETF 1.16% 156,102 $4.3M Add +2.0%
MGMT Ballast Small/Mid Cap ETF 1.11% 81,430 $4.1M Add +0.2%
VNLA Janus Henderson Short Durati 1.09% 83,657 $4.1M Add +4.5%
KO The Coca-Cola Co. 1.09% 50,084 $4.1M Reduce -22.4%
SPYM Ste STR SPDR PT S&P 500 ETF 1.08% 46,081 $4.0M Add +4.5%
MU Micron Technology Inc. 0.95% 3,088 $3.6M Reduce -22.4%
GOOG Alphabet Inc. Class C 0.92% 9,688 $3.4M Add +2.0%
NVDA Nvidia Corp. 0.87% 16,354 $3.3M Add +14.1%
TSM Taiwan Semiconductor-SP ADR 0.87% 6,801 $3.2M Reduce -13.8%
META Meta Platforms Inc. Class A 0.84% 5,584 $3.1M Add +1.7%
CVX Chevron Corp. 0.84% 18,937 $3.1M Reduce -6.1%
AMAT Applied Materials Inc. 0.73% 3,793 $2.7M Reduce -30.6%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.67% 54,060 $2.5M Add +8.2%
QQQ Invesco QQQ Trust Series 1 0.66% 3,367 $2.5M Add +5.0%
SO The Southern Co. 0.65% 25,514 $2.4M Add +0.1%
ILCG iShares Morningstar Growth E 0.64% 20,371 $2.4M Reduce -0.4%
SCHW Schwab (charles) Corp. 0.59% 23,929 $2.2M Reduce -5.2%
PJUN Innovator U.S. Equity Power 0.58% 50,500 $2.2M Add +21.6%
MCBS Metrocity Bankshares Inc. 0.54% 56,254 $2.0M Reduce -5.8%
V Visa Inc. Class A 0.53% 5,788 $2.0M Reduce -7.4%
JAAA Janus Henderson Aaa Clo ETF 0.51% 37,714 $1.9M Reduce -7.1%
BKNG Booking Holdings Inc. 0.51% 10,627 $1.9M Reduce -8.2%
PNOV Innovator U.S. Equity Power 0.49% 41,700 $1.8M No change
SCHH Schwab US REIT ETF 0.49% 77,521 $1.8M Reduce -6.5%
IQV Iqvia Holdings Inc. 0.49% 9,394 $1.8M Reduce -9.5%
POCT Innovator U.S. Equity Power 0.46% 37,350 $1.7M Reduce -0.3%
PSEP Innovator U.S. Equity Power 0.46% 37,161 $1.7M Add +1.4%
SCHY Schwab International DVD ETF 0.44% 52,335 $1.7M Add +6.1%
SCHA Schwab US Small-Cap ETF 0.44% 45,717 $1.7M Reduce -4.5%
DDFM Innovator Edd 15 Buf ETF-Mar 0.42% 79,661 $1.6M Add +1.9%
ELV Elevance Health Inc. 0.41% 3,955 $1.5M Reduce -11.4%
QQQM Invesco Nasdaq 100 ETF 0.40% 4,937 $1.5M Add +15.3%
VEA Vanguard Ftse Developed ETF 0.38% 20,208 $1.4M Reduce -6.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.38% 14,933 $1.4M Reduce -3.9%
EJAN Innovator Emerging Markets P 0.38% 39,762 $1.4M Add +59.6%
JPM JPMorgan Chase & Co. 0.38% 4,306 $1.4M Reduce -0.3%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.36% 19,897 $1.4M Add +10.4%
MA Mastercard Inc. Class A 0.36% 2,627 $1.3M Reduce -5.4%
SPTM SS SPDR P S&P 1500 Comp ETF 0.33% 13,791 $1.3M Add +12.8%
PMAY Innovator U.S. Equity Power 0.33% 30,261 $1.2M Add +20.4%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.32% 30,253 $1.2M Add +0.5%
VTI VG Morningstar TS MKT ETF-US 0.32% 3,230 $1.2M Add +10.3%
XOM Exxon Mobil Corp. 0.31% 8,554 $1.2M Reduce -6.6%
MDYV SS SPDR S&P 400 MC Val ETF 0.31% 12,117 $1.1M Add +0.4%
PFEB Innovator U.S. Equity Power 0.30% 26,215 $1.1M No change
ICE Intercontinental Exchange Inc. 0.29% 8,894 $1.1M Add +44.4%
DUK Duke Energy Corp. 0.29% 8,559 $1.1M Reduce -1.5%
NFLX Netflix Inc. 0.29% 14,986 $1.1M Add +373.6%
IVW iShares S&P 500 Growth ETF 0.29% 7,761 $1.1M Add +5.9%
VOO Vanguard S&P 500 ETF 0.28% 1,503 $1.0M Reduce -4.6%
AES AES Corp. 0.27% 69,878 $1.0M Add +1.1%
IMCG iShares Morningstar Mid-Cap 0.27% 10,351 $1.0M No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.26% 4,311 $990K New
ABNB Airbnb Inc. Class A 0.26% 6,823 $976K Reduce -8.3%
APD Air Products & Chemicals Inc. 0.26% 3,285 $963K Reduce -8.8%
BAC Bank of America Corp. 0.25% 16,523 $941K Add +0.8%
SPGI S&P Global Inc. Class W 0.25% 2,308 $940K New
GOVT iShares US Treasury Bond ETF 0.24% 40,232 $916K Add +3.2%
HD Home Depot Inc. 0.24% 2,575 $908K Add +2.8%
EJUL Innovator Emerging Markets P 0.24% 28,927 $904K Add +1.1%
MO Altria Group Inc. 0.24% 12,465 $897K Add +3.8%
VZ Verizon Communications Inc. 0.24% 20,934 $886K Reduce -1.0%
IVE iShares S&P 500 Value ETF 0.24% 3,884 $882K Reduce -11.9%
XLK SS Technology Select Sector 0.23% 4,535 $864K Add +0.8%
MAS Masco Corp. 0.23% 10,460 $851K Reduce -9.2%
BRK.B Berkshire Hathaway Inc. Class B 0.22% 1,644 $823K Reduce -0.4%
CSCO Cisco Systems Inc. 0.22% 6,974 $819K Add +5.1%
VB Vanguard Most SM-Cap ETF-Usd 0.22% 2,684 $813K Add +7.0%
AVGO Broadcom Inc. 0.21% 2,087 $788K Add +10.4%
SYK Stryker Corp. 0.21% 2,490 $784K Add +46.7%
MBB iShares MBS ETF 0.20% 8,085 $764K Add +2.9%
VUG Vanguard Mrngstar GR ETF-Sui 0.20% 8,837 $761K Reduce -2.1%
WFC Wells Fargo & Co. 0.20% 9,205 $761K Add +0.7%
DFUS Dimensional US Eq MKT ETF 0.20% 9,081 $744K Add +2.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.20% 2,619 $737K Add +8.2%
JNJ Johnson & Johnson 0.20% 2,880 $732K Add +7.5%
SPDW Ste STR SPDR PT DW Eu ETF 0.19% 14,436 $727K Reduce -4.5%
CHKP Check Point Software Tech 0.19% 5,499 $723K Reduce -10.6%
PAUG Innovator U.S. Equity Power 0.19% 15,670 $715K Reduce -3.7%
IGM iShares Expanded Tech Sector 0.19% 4,292 $702K Add +0.5%
IBIT iShares Bitcoin Trust ETF 0.19% 20,928 $697K Reduce -12.2%
LRCX Lam Research Corp. 0.19% 1,602 $694K Add +3.2%
NVT Nvent Electric PLC 0.19% 4,089 $694K Reduce -2.5%
KOCT Innovator U.S. Small Cap Pow 0.18% 18,500 $691K No change
NGG National Grid PLC-SP ADR 0.18% 8,296 $688K Reduce -3.2%
COR Cencora Inc. 0.18% 2,403 $680K Reduce -7.0%
PM Philip Morris International 0.18% 3,756 $680K Reduce -7.8%
GE General Electric filed as GE AEROSPACE 0.18% 1,786 $667K Add +3.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.18% 8,183 $659K Add +2.3%
CRM Salesforce Inc. 0.18% 4,196 $657K Reduce -8.9%
BND Vanguard Total Bond Market 0.17% 8,852 $650K Reduce -3.9%
IEMG iShares Core MSCI Emerging 0.17% 7,633 $632K Reduce -25.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.17% 2,878 $627K Reduce -4.3%
GEV GE Vernova Inc. 0.17% 533 $627K Reduce -15.9%
AOA iShares Core 80/20 Aggressiv 0.17% 6,335 $618K Add +0.1%
SPCX Space Exploration Techn Class A 0.16% 3,570 $610K New
SCHX Schwab US Large-Cap ETF 0.16% 20,088 $591K Reduce -1.3%
BX Blackstone Inc. 0.15% 4,909 $578K Add +38.8%
RF Regions Financial Corp. 0.15% 18,886 $570K Reduce -0.2%
TSLA Tesla Inc. 0.15% 1,326 $558K Add +9.8%
ADSK Autodesk Inc. 0.15% 2,866 $557K Reduce -8.1%
LLY Eli Lilly & Co. 0.15% 464 $557K Add +9.2%
WMT Walmart Inc. 0.15% 4,905 $556K Add +3.7%
RTX RTX Corp. 0.15% 2,880 $546K Reduce -2.5%
DXCM Dexcom Inc. 0.15% 8,111 $546K Reduce -9.1%
EFG iShares MSCI Eafe Growth ETF 0.14% 4,295 $534K Add +14.7%
ILCB iShares Morningstar U.S. Equ 0.14% 5,155 $534K No change
VWO Vanguard Ftse Emerging Marke 0.14% 8,935 $533K Reduce -5.2%
QCOM Qualcomm Inc. 0.14% 2,866 $530K Reduce -48.8%
ENB Enbridge Inc. 0.14% 9,620 $522K Reduce -0.6%
T AT&T Inc. 0.14% 25,140 $520K Reduce -1.3%
PAPR Innovator U.S. Equity Power 0.13% 11,794 $498K Add +81.7%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.13% 5,660 $498K Reduce -4.7%
VIG Vanguard Dividend Apprec ETF 0.13% 2,097 $496K Reduce -1.4%
DE Deere & Co. 0.13% 770 $488K Add +6.9%
VGT Vanguard Info Tech ETF 0.13% 4,081 $488K Add +37.5%
UBER Uber Technologies Inc. 0.13% 6,725 $485K Reduce -8.2%
GSK GSK PLC-Spon ADR 0.13% 9,228 $484K Reduce -3.2%
ECL Ecolab Inc. 0.13% 1,718 $479K Reduce -9.2%
ADBE Adobe Inc. 0.13% 2,316 $475K Reduce -19.1%
BAI Ishrs AI in and Tech Act ETF 0.12% 8,765 $462K Reduce -13.4%
TFC Truist Financial Corp. 0.12% 9,125 $455K Reduce -8.1%
CAT Caterpillar Inc. 0.12% 414 $441K Add +2.0%
JEPI JPMorgan Equity Premium Inco 0.12% 7,721 $436K Reduce -8.2%
TLH iShares 10-20 Year Treasury 0.12% 4,308 $432K Reduce -9.4%
MTUM iShares MSCI USA Momentum Fa 0.11% 1,238 $424K Reduce -15.5%
IOO iShares Global 100 ETF 0.11% 3,056 $417K Reduce -9.7%
VOOG Vanguard S&P 500 Growth ETF 0.11% 5,033 $416K Add +1.8%
NEE Nextera Energy Inc. 0.11% 4,691 $412K Add +1.3%
KRE SS SPDR S&P Regional Bank 0.11% 5,488 $411K Add +2.0%
BIL SS SPDR BB 1-3M T-Bill ETF 0.11% 4,467 $409K Reduce -18.5%
PJAN Innovator U.S. Equity Power 0.11% 8,184 $405K No change
MDT Medtronic PLC 0.11% 5,074 $397K Add +14.7%
IMCV iShares Morningstar Mid-Cap 0.10% 4,238 $387K Add +0.0%
QQXL Proshares Ultra QQQ Top 30 0.10% 6,472 $384K Reduce -2.0%
BDX Becton Dickinson and Co. 0.10% 2,525 $382K Reduce -5.4%
PG The Procter & Gamble Co. 0.10% 2,596 $381K Add +4.6%
CMCSA Comcast Corp. Class A 0.10% 15,346 $377K Reduce -1.5%
VEEV Veeva Systems Inc. Class A 0.10% 2,094 $372K Add +0.2%
BLCR iShares LRG CP CR Act ETF-Ui 0.10% 7,296 $368K Add +19.4%
TXN Texas Instruments Inc. 0.10% 1,229 $366K New
ABBV Abbvie Inc. 0.10% 1,417 $357K Reduce -1.3%
PMAR Innovator U.S. Equity Power 0.10% 7,460 $356K No change
KLAC KLA Corp. 0.10% 1,181 $356K New
IALT Ishrs SYS Alt Act ETF 0.10% 12,696 $356K New
SPYG SS SPDR P S&P 500 Growth ETF 0.09% 2,983 $355K Reduce -6.0%
CORO Ish Intl CTRY Rot Act ETF 0.09% 9,671 $354K New
VDC Vanguard Consumer Staple ETF 0.09% 1,559 $352K Reduce -26.1%
IWS iShares Russell Mid-Cap Valu 0.09% 2,108 $347K Add +2.1%
GLD SPDR Gold Shares 0.09% 938 $346K Add +5.8%
GS Goldman Sachs Group Inc. 0.09% 339 $343K Add +5.6%
MRK Merck & Co. Inc. 0.09% 2,665 $342K Add +10.4%
PSTP Innovator PWR Buff Su St ETF 0.09% 9,200 $338K No change
LYG Lloyds Banking Group PLC-ADR 0.09% 57,334 $334K Reduce -3.1%
IDEF Ishars Def Ind TC Ac ETF-Ui 0.09% 10,476 $333K Add +31.2%
O Realty Income Corp. 0.09% 5,240 $325K Reduce -7.9%
C Citigroup Inc. 0.09% 2,304 $323K Add +3.9%
VYMI Vanguard Int High DVD YLD Inc. 0.09% 3,276 $322K Reduce -10.2%
SMH Vaneck Semiconductor ETF 0.09% 485 $318K New
EFV iShares MSCI Eafe Value ETF 0.08% 4,108 $314K Reduce -52.2%
SPYV SS SPDR P S&P 500 Value ETF 0.08% 5,120 $311K Reduce -9.8%
PFE Pfizer Inc. 0.08% 12,694 $306K Reduce -5.2%
SHEL Shell PLC-ADR 0.08% 3,893 $302K Reduce -0.1%
CVS CVS Health Corp. 0.08% 2,895 $299K New
AMD Advanced Micro Devices 0.08% 515 $299K New
APLD Applied Digital Corp. 0.08% 8,000 $298K New
VYM Vanguard High DVD Yield ETF 0.08% 1,881 $297K Reduce -4.0%
BABA Alibaba Group Holding-SP ADR 0.08% 3,083 $296K Add +6.1%
FBTC Fidelity Wise Origin Bitcoin 0.08% 5,795 $296K No change
SCMB Schwab Municipal Bond ETF 0.08% 11,449 $296K Add +0.8%
DDFA Invtr Eqt DD 15 BFR ETF Aprl 0.08% 14,515 $293K New
GGOV iShares Global GB Usd Ha ETF 0.08% 5,812 $292K New
BP BP PLC-Spons ADR 0.08% 7,678 $284K Add +8.0%
IJJ iShares S&P Mid-Cap 400 Valu 0.07% 1,892 $279K Reduce -26.9%
VONG Vanguard Russell 1000 Growth 0.07% 2,179 $278K Reduce -15.7%
PJUL Innovator U.S. Equity Power 0.07% 5,700 $278K Add +5.6%
BNDX Vanguard Total Intl Bond ETF 0.07% 5,738 $278K Reduce -3.1%
IXUS iShares Core Intl Stock ETF 0.07% 2,893 $276K Add +0.4%
THRO iShares U.S. Thematic Rotati 0.07% 6,390 $275K Reduce -30.1%
COST Costco Wholesale Corp. 0.07% 293 $274K Add +8.1%
ATI Ati Inc. 0.07% 1,370 $270K Reduce -4.7%
PPA Invesco Aerospace & Defense 0.07% 1,524 $269K Add +20.2%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.07% 4,370 $269K Reduce -5.4%
SPMO Invesco S&P 500 Momentum ETF 0.07% 1,612 $260K New
EQIX Equinix Inc. 0.07% 246 $257K Add +0.4%
AEP American Electric Power 0.07% 1,868 $256K New
OMC Omnicom Group 0.07% 3,476 $253K Reduce -7.7%
MUB iShares National Muni Bond E 0.07% 2,338 $252K Add +10.8%
FDCF Fidelity Disruptive Comm ETF 0.07% 4,968 $248K Add +5.3%
ONEQ Fidelity Nasdaq Comp Indx 0.07% 2,381 $246K Reduce -25.4%
FBND Fidelity Total Bond ETF 0.07% 5,388 $245K Reduce -46.7%
WDC Western Digital Corp. 0.06% 379 $242K New
ETN Eaton Corp. PLC 0.06% 567 $242K New
PDEC Innovator U.S. Equity Power 0.06% 5,200 $239K No change
COF Capital One Financial Corp. 0.06% 1,164 $234K New
UNH Unitedhealth Group Inc. 0.06% 557 $232K New
VCRB Vanguard Core Bond ETF 0.06% 2,974 $230K Reduce -5.7%
ULST SS Ultra Short TM Bond ETF 0.06% 5,677 $230K Add +0.4%
AMGN Amgen Inc. 0.06% 631 $228K Reduce -6.2%
BLK BlackRock Inc. 0.06% 237 $228K Reduce -4.8%
QYLD Global X Nasd 100 Cov Call 0.06% 12,341 $227K New
XLV SS Health Care Select Sector 0.06% 1,425 $226K Reduce -55.7%
WEC WEC Energy Group Inc. 0.06% 1,914 $223K Reduce -1.2%
PYLD PIMCO Multisector Bond Actv 0.06% 8,372 $222K Add +4.6%
PEP Pepsico Inc. 0.06% 1,608 $218K Reduce -13.1%
CMI Cummins Inc. 0.06% 304 $217K New
EVSD Eaton Vance SHRT Dur Inc. 0.06% 4,232 $215K New
ASCI Abrdn Internal Small Ca ETF 0.06% 5,868 $215K New
IAU iShares Gold Trust 0.06% 2,749 $208K Add +12.0%
SYY Sysco Corp. 0.06% 2,461 $206K New
KHC The Kraft Heinz Co. 0.05% 8,597 $203K Reduce -4.7%
FIS Fidelity National Info Serv 0.05% 5,155 $200K Reduce -19.8%
BTI British American Tob-SP ADR 0.05% 3,174 $196K New
AMT American Tower Corp. 0.05% 1,191 $195K Reduce -9.6%
ETR Entergy Corp. 0.05% 1,687 $194K Reduce -19.4%
QTUM Defiance Quantum ETF 0.05% 1,165 $193K New
ISCG iShares Morningstar Small-Ca 0.05% 2,927 $192K New
SYSB iShares Systematic Bond ETF 0.05% 2,149 $191K New
SPGM State Street SPDR Portfolio 0.05% 2,218 $190K Reduce -39.5%
GLW Corning Inc. 0.05% 741 $189K New
EQT Eqt Corp. 0.05% 3,527 $188K Add +2.0%
AGG iShares Core U.S. Aggregate 0.05% 1,889 $187K Reduce -41.9%
AXP American Express Co. 0.05% 552 $187K Reduce -20.2%
SHY iShares 1-3 Year Treasury Bo 0.05% 2,271 $186K Reduce -43.1%
LAMR Lamar Advertising Co. Class A 0.05% 1,187 $185K Reduce -48.8%
ECVT Ecovyst Inc. 0.05% 14,800 $184K No change
IXN iShares Global Tech ETF 0.05% 1,272 $184K New
NVIR Horizon Kin Enrg & Remed ETF 0.05% 4,710 $183K New
EIX Edison International 0.05% 2,430 $181K New
ADI Analog Devices Inc. 0.05% 454 $180K New
EXC Exelon Corp. 0.05% 3,859 $180K New
USMC Principal US Mega-Cap ETF 0.05% 2,412 $179K New
JCPB JPMorgan Core Plus Bond ETF 0.05% 3,749 $176K New
UPS United Parcel Service Class B 0.05% 1,633 $176K New
ACN Accenture PLC Class A 0.05% 1,394 $173K New
IDV iShares International Select 0.05% 4,179 $173K New
SPHY SS SPDR P High Yield ETF 0.05% 7,366 $173K New
DOC Healthpeak Properties Inc. 0.05% 8,060 $172K New
IMCB iShares Morningstar Mid-Cap 0.05% 1,786 $172K New
CGMS Cap Group US Multi-Sect Bond 0.05% 6,286 $172K New
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.05% 3,451 $170K New
BSV Vanguard Short-Term Bond ETF 0.05% 2,175 $169K New
SPSM SS SPDR P S&P 600 Small Cap 0.04% 2,919 $168K New
HII Huntington Ingalls Industrie 0.04% 600 $168K Reduce -8.4%
XBJA Innovator US Eq Ac 9 Buff-J 0.04% 4,935 $167K New
CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL 0.04% 4,555 $166K New
AIQ Global X Art Intel & Tech 0.04% 2,518 $165K New
EAGG iShares ESG Aware US Aggrega 0.04% 3,484 $165K New
LOW Lowe's Cos Inc. 0.04% 738 $163K New
GPC Genuine Parts Co. 0.04% 1,371 $162K New
SPIB SS SPDR P Int C Corp. ETF 0.04% 4,794 $160K New
ORCL Oracle Corp. 0.04% 1,090 $160K New
XSMO Invesco S&P Smallcap Momentu 0.04% 1,705 $160K New
WELL Welltower Inc. 0.04% 696 $158K New
FXI iShares China Large-Cap ETF 0.04% 4,991 $158K New
RTO Rentokil Initial PLC-SP ADR 0.04% 5,510 $158K New
MS Morgan Stanley 0.04% 752 $157K New
STIP iShares 0-5 Year Tips Bond E 0.04% 1,529 $156K New
SPSC SPS Commerce Inc. 0.04% 2,715 $155K New
VCR Vanguard Consumer Discre ETF 0.04% 391 $155K Reduce -48.4%
TT Trane Technologies PLC 0.04% 312 $153K New
DDFJ Innovator Ed D15 Buff Jan 0.04% 7,742 $153K New
BIV Vanguard Intermediate-Term B 0.04% 1,973 $151K New
DSU BlackRock Debt Strategies 0.04% 15,124 $147K Add +7.5%
MCD McDonald's Corp. 0.04% 540 $146K New
EEM iShares MSCI Emerging Market 0.04% 2,113 $145K New
DDTZ Invtr Eqt DD 10 BFR ETF June 0.04% 7,450 $144K New
KWEB Kranesh Csi China Internet 0.04% 5,854 $143K New
SEI Solaris Energy Infrastructur 0.04% 1,778 $143K New
INTC Intel Corp. 0.04% 1,022 $143K New
OTIS Otis Worldwide Corp. 0.04% 1,989 $142K New
IP International Paper Co. 0.04% 3,721 $142K New
UBSI United Bankshares Inc. 0.04% 3,067 $141K New
ALLE Allegion PLC 0.04% 986 $139K New
VNQ Vanguard Real Estate ETF 0.04% 1,434 $138K New
DPZ Domino's Pizza Inc. 0.04% 463 $137K New
ILCV iShares Morningstar Value Et 0.04% 1,350 $137K New
BKR Baker Hughes Co. 0.04% 2,397 $133K New
UNP Union Pacific Corp. 0.04% 488 $133K New
UL Unilever PLC-Sponsored ADR 0.04% 2,208 $133K New
VRT Vertiv Holdings Co. Class A 0.04% 396 $133K New
RSPG Invesco S&P 500 Equal Weight 0.03% 1,317 $129K New
AOR iShares Core 60/40 Balanced 0.03% 1,854 $129K New
PLTR Palantir Technologies Inc. Class A 0.03% 1,104 $129K New
TSN Tyson Foods Inc. Class A 0.03% 2,234 $128K New
ES Eversource Energy 0.03% 1,769 $128K New
BAX Baxter International Inc. 0.03% 5,909 $126K New
XEVVX Eaton Vance Ltd. Durat Inc. 0.03% 13,341 $125K Add +9.5%
FDX FedEx Corp. 0.03% 398 $125K New
IBB iShares Biotechnology ETF 0.03% 654 $124K New
YUMC Yum China Holdings Inc. 0.03% 3,035 $124K New
NULV Nuveen ESG Large-Cap Val ETF 0.03% 2,464 $123K New
HPE Hewlett Packard Enterprise 0.03% 2,723 $123K New
SCHO Schwab Short-Term US Treas 0.03% 5,067 $122K New
FHI Federated Hermes Inc. 0.03% 2,178 $120K New
MINT PIMCO Enhanced Short Maturit 0.03% 1,193 $120K New
D Dominion Energy Inc. 0.03% 1,755 $120K New
CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED 0.03% 3,155 $120K New
COP Conocophillips 0.03% 1,150 $120K New
CB Chubb Ltd. 0.03% 346 $118K New
FISV Fiserv Inc. 0.03% 2,402 $118K New
VBR Vngrd Mrngst SL-CP Val ETF-U 0.03% 484 $118K New
NVS Novartis AG-Sponsored ADR 0.03% 747 $117K New
WH Wyndham Hotels & Resorts Inc. 0.03% 1,358 $114K New
GILD Gilead Sciences Inc. 0.03% 904 $114K New
MDLZ Mondelez International Inc. Class A 0.03% 1,961 $113K New
GD General Dynamics Corp. 0.03% 319 $113K New
IWM iShares Russell 2000 ETF 0.03% 373 $112K New
IWD iShares Russell 1000 Value E 0.03% 460 $112K New
VGIT Vanguard Intermediate-Term T 0.03% 1,883 $111K New
CGGR Cap Group Growth Equity 0.03% 2,347 $111K New
FNDX Schwab Fndmntl US LRG Co. ETF 0.03% 3,555 $111K New
WCC Wesco International Inc. 0.03% 320 $111K New
DVY iShares Select Dividend ETF 0.03% 700 $109K New
JPST JPMorgan Ultra-Short Income 0.03% 2,160 $109K New
RDIV Invesco S&P Ultra Dividend 0.03% 1,861 $108K New
RDVI FT Vest Rising Dividend Achi 0.03% 3,655 $107K New
ACWV iShares MSCI Global Min Vol 0.03% 889 $107K New
TEVA Teva Pharmaceutical-SP ADR 0.03% 3,133 $106K New
EVRG Evergy Inc. 0.03% 1,225 $106K New
IWV iShares Russell 3000 ETF 0.03% 248 $106K New
XLF SS Financial Select Sector 0.03% 1,966 $105K Reduce -65.5%
TGT Target Corp. 0.03% 807 $105K New
SILA Sila Realty Trust Inc. 0.03% 3,447 $105K New
SPTI SS SPDR P Int Term TSY ETF 0.03% 3,681 $105K New
FANG Diamondback Energy Inc. 0.03% 593 $104K New
IDEV iShares Core MSCI Dev MKTS 0.03% 1,169 $104K New
VPU Vanguard Utilities ETF 0.03% 527 $103K Reduce -55.4%
COO The Cooper Cos Inc. 0.03% 1,438 $103K New
IGSB iShares 1-5Y Inv Grade Corp. 0.03% 1,933 $101K New
DTE DTE Energy Company 0.03% 663 $101K New
GIS General Mills Inc. 0.03% 2,895 $101K New
BDJ BlackRock Enhanced Eqty DVD 0.03% 10,393 $99K No change
KMB Kimberly-Clark Corp. 0.03% 905 $99K New
FCNCA First Citizens Bcshs Class A 0.03% 47 $98K New
VCIT Vanguard Int-Term Corporate 0.03% 1,179 $97K New
BNY Bank of New York Mellon Corp. 0.03% 673 $97K New
CSX CSX Corp. 0.03% 2,034 $97K New
IYW iShares Ustechnology ETF 0.03% 382 $96K New
VKTX Viking Therapeutics Inc. 0.03% 2,430 $95K New
PICB Invesco International Corpor 0.03% 4,088 $95K New
NULG Nuveen ESG LRG-Cap GRW ETF 0.03% 805 $94K New
XTL SS SPDR S&P Telecom ETF 0.03% 413 $94K Reduce -73.4%
VOX Vanguard Communication Servi 0.03% 509 $94K New
ED Consolidated Edison Inc. 0.03% 846 $94K New
EAPR Innovator Emerging Markets P 0.02% 2,800 $92K New
IWF iShares Russell 1000 Growth 0.02% 732 $91K New
VIS Vanguard Industrials ETF 0.02% 252 $91K New
SMFG Sumitomo Mitsui-Spons ADR 0.02% 3,819 $90K New
VRTX Vertex Pharmaceuticals Inc. 0.02% 181 $90K New
CAH Cardinal Health Inc. 0.02% 374 $89K New
BCPL BNY Mellon Core Plus ETF 0.02% 3,519 $88K New
MFC Manulife Financial Corp. 0.02% 2,165 $88K New
VMBS Vanguard Mortgage-Backed Sec 0.02% 1,847 $86K New
CCK Crown Holdings Inc. 0.02% 772 $86K New
IWP iShares Russell Mid-Cap Grow 0.02% 583 $85K New
APO Apollo Global Management Inc. 0.02% 719 $85K New
NSC Norfolk Southern Corp. 0.02% 270 $85K New
QSR Restaurant Brands Intern 0.02% 1,135 $82K New
KDP Keurig Dr Pepper Inc. 0.02% 2,514 $82K New
PAGP Plains GP Holdings LP 0.02% 3,375 $82K New
XYLD Global X S&P 500 Cove Call E 0.02% 2,008 $82K New
ZTS Zoetis Inc. 0.02% 1,138 $82K New
FERG Ferguson Enterprises Inc. 0.02% 343 $81K New
SONY Sony Group Corp. - SP ADR 0.02% 4,051 $81K New
SNDX Syndax Pharmaceuticals Inc. 0.02% 3,709 $81K New
SOXX iShares Semiconductor ETF 0.02% 126 $81K New
UTF Cohen & Steers Infrastructur 0.02% 2,918 $81K New
WMG Warner Music Group Corp. Class A 0.02% 2,967 $80K New
HON Honeywell International Inc. 0.02% 358 $80K New
PH Parker Hannifin Corp. 0.02% 80 $78K New
PPG PPG Industries Inc. 0.02% 644 $78K New
HONA Honeywell Aerospace Inc. 0.02% 353 $78K New
CI The Cigna Group 0.02% 279 $77K New
MMM 3M Co. 0.02% 470 $76K New
VTIP Vanguard Short-Term Tips 0.02% 1,514 $76K New
STAG Stag Industrial Inc. 0.02% 1,995 $76K New
BKLN Invesco Senior Loan ETF 0.02% 3,715 $76K New
TMO Thermo Fisher Scientific Inc. 0.02% 150 $75K New
TD Toronto-Dominion Bank 0.02% 619 $75K New
BCS Barclays PLC-Spons ADR 0.02% 2,795 $75K New
CHE Chemed Corp. 0.02% 161 $75K New
VBK Van Morst SML-Cap Gro-Usd Inc. 0.02% 203 $74K New
ABT Abbott Laboratories 0.02% 817 $74K New
XLE SS Energy Select Sector 0.02% 1,395 $74K New
IJR iShares Core S&P Small-Cap E 0.02% 497 $74K New
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.02% 37 $74K New
LHX L3HARRIS Technologies Inc. 0.02% 252 $73K New
LMUB iShares LT National Muni BD 0.02% 1,429 $73K New
ESGD iShares Trust iShares ESG Aw 0.02% 707 $73K New
SCHZ Schwab US Aggregate Bond ETF 0.02% 3,141 $73K New
MAR Marriott International Class A 0.02% 192 $71K New
EMLC Vaneck JPM Em Local Curr BND 0.02% 2,736 $70K New
PCAR Paccar Inc. 0.02% 579 $70K New
NLR Vaneck Urani & Nuclr ETF-Usd 0.02% 598 $69K New
INGR Ingredion Inc. 0.02% 724 $69K New
LIN Linde PLC 0.02% 132 $69K New
DFIV Dimensional International Va 0.02% 1,266 $68K New
WMB Williams Cos Inc. 0.02% 917 $68K New
BR Broadridge Financial Solutio 0.02% 497 $68K New
VHT Vanguard Health Care ETF 0.02% 227 $68K New
PIEQ Principal Intl Eqty ETF 0.02% 1,891 $68K New
OUNZ Vaneck Merk Gold ETF 0.02% 1,749 $67K New
ICVT iShares Convertible Bond ETF 0.02% 552 $67K New
DEO Diageo PLC-Sponsored ADR 0.02% 832 $67K New
HAS Hasbro Inc. 0.02% 810 $67K New
AON Aon PLC Class A 0.02% 201 $67K New
HIO Western Asset Hi Inc. Opport 0.02% 18,300 $67K No change
QQQI Neos Nasdaq-100 High Inc. ETF 0.02% 1,167 $66K New
MPC Marathon Petroleum Corp. 0.02% 259 $66K New
DAX Global X Dax Germany ETF 0.02% 1,490 $66K New
EFA iShares MSCI Eafe ETF 0.02% 625 $65K New
DHR Danaher Corp. 0.02% 340 $65K New
SW Smurfit Westrock PLC 0.02% 1,400 $65K New
HCA HCA Healthcare Inc. 0.02% 166 $65K New
MOAT Vaneck Morningstar Wide Moat 0.02% 620 $64K New
IGLB iShares 10+ Year Inv GR Corp. 0.02% 1,280 $64K New
DJIA Global X Dow 30 Cov Call ETF 0.02% 2,880 $64K New
TOTL SS Doubleline TR Tact ETF 0.02% 1,614 $64K New
UBS UBS Group AG-Reg 0.02% 1,284 $64K New
SAP Sap SE-Sponsored ADR 0.02% 412 $63K New
BLV Vanguard Long-Term Bond ETF 0.02% 920 $63K New
BMAR Innovator U.S. Equity Buffer 0.02% 1,100 $63K New
PLD Prologis Inc. 0.02% 467 $63K New
VAW Vanguard Materials ETF 0.02% 276 $63K New
QEFA STSR SPD MSC Eaf Stgfs-US Inc. 0.02% 654 $63K New
URA Global X Uranium ETF 0.02% 1,433 $63K New
WAB Wabtec Corp. 0.02% 232 $63K New
SDIV Global X Superdividend ETF 0.02% 2,555 $62K New
GBIL Goldman Sachs Access Treasur 0.02% 614 $62K New
SPMD SS SPDR P S&P 400 Midcap ETF 0.02% 910 $61K New
SNDK Sandisk Corp. 0.02% 27 $61K New
LII Lennox International Inc. 0.02% 107 $61K New
TIGO Millicom Intl Cellular S.A. 0.02% 668 $61K New
DG Dollar General Corp. 0.02% 524 $60K New
ETHA iShares Ethereum Trust ETF 0.02% 4,990 $59K New
CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET 0.02% 1,325 $59K New
BA The Boeing Co. 0.02% 272 $59K New
YLD Principal Act Hi YLD ETF 0.02% 3,059 $58K New
MCK McKesson Corp. 0.02% 77 $58K New
BSEP Innovator U.S. Equity Buffer 0.02% 1,100 $58K New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.02% 724 $58K New
IJH iShares Core S&P Midcap ETF 0.02% 750 $58K New
USB US Bancorp 0.02% 957 $58K New
FLCB Franklin U.S. Core Bond ETF 0.02% 2,699 $58K New
VXUS Vanguard Total Intl Stock 0.02% 671 $57K New
CARR Carrier Global Corp. 0.02% 782 $57K New
ATO Atmos Energy Corp. 0.02% 332 $57K New
CPER United States Copper Index 0.02% 1,500 $57K New
DIVI Franklin International Core 0.01% 1,316 $56K New
FDVV Fidelity High Dividend ETF 0.01% 932 $56K New
RELX Relx PLC - Spon ADR 0.01% 1,767 $56K New
SCHP Schwab U.S. Tips ETF 0.01% 2,110 $56K New
EVTR Eaton Vance Total Return 0.01% 1,100 $56K New
SHW The Sherwin-Williams Co. 0.01% 162 $56K New
QUAL iShares MSCI USA Quality Fac 0.01% 254 $56K Reduce -86.9%
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.01% 586 $56K New
FLOT iShares Floating Rate Bond E 0.01% 1,089 $56K New
SCI Service Corp. International 0.01% 727 $55K New
EWY iShares MSCI South Korea ETF 0.01% 273 $55K New
ITOT iShares Core S&P Total U.S. 0.01% 335 $55K New
BIO Bio-Rad Laboratories-A 0.01% 186 $55K New
BE Bloom Energy Corp. Class A 0.01% 180 $54K New
CRL Charles River Laboratories 0.01% 240 $54K New
CDW CDW Corp. 0.01% 385 $54K New
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.01% 328 $54K New
PIZ Invesco Dorsey Wright Develo 0.01% 950 $53K New
ZBRA Zebra Technologies Corp. Class A 0.01% 201 $53K New
XLU St Sr Utl SL SE SPDR ETF-Usd 0.01% 1,167 $53K New
LMT Lockheed Martin Corp. 0.01% 104 $53K New
QLD Proshares Ultra QQQ 0.01% 543 $53K New
MINO PIMCO Municipal Income Oppor 0.01% 1,143 $52K New
CFG Citizens Financial Group 0.01% 746 $52K New
VWOB Vanguard Emerg MKTS Gov BND 0.01% 773 $52K New
MNST Monster Beverage Corp. 0.01% 535 $51K New
FLBL Franklin Senior Loan ETF 0.01% 2,242 $51K New
IJS iShares S&P Small-Cap 600 Va 0.01% 374 $51K New
EMB iShares JP Morgan Usd Emergi 0.01% 530 $51K New
DAPR FT Vest U.S. Equity Deep Buf 0.01% 1,250 $51K New
USIG iShares Broad Usd Investment 0.01% 993 $51K New
VRSN Verisign Inc. 0.01% 202 $51K New
PPC Pilgrim's Pride Corp. 0.01% 1,800 $51K New
PNC PNC Financial Services Group 0.01% 205 $50K New
AMRZ Amrize Ltd. 0.01% 941 $50K New
VDE Vanguard Energy ETF 0.01% 334 $50K New
CPA Copa Holdings SA Class A 0.01% 322 $50K New
SMHX Vaneck Fables Smicndctr ETF 0.01% 783 $50K New
FITB Fifth Third Bancorp 0.01% 887 $50K New
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.01% 628 $50K New
SPHB Invesco S&P 500 High Beta Et 0.01% 319 $50K New
USRT iShares Core US REIT ETF 0.01% 732 $49K New
SBUX Starbucks Corp. 0.01% 473 $48K Reduce -96.6%
ITT Itt Inc. 0.01% 243 $48K New
YUM Yum! Brands Inc. 0.01% 300 $48K New
VFH Vanguard Financials ETF 0.01% 363 $48K New
KMX Carmax Inc. 0.01% 903 $48K New
EMGF iShares Emerging Markets Equ 0.01% 650 $48K New
MSI Motorola Solutions Inc. 0.01% 114 $47K New
SPAB SS SPDR P Agg Bond ETF 0.01% 1,855 $47K New
AGNC AGNC Investment Corp. 0.01% 4,318 $47K New
RAAX Vaneck Real Assets ETF 0.01% 1,185 $47K New
GFL GFL Environmental Inc.-Sub VT 0.01% 1,275 $47K New
LH Labcorp Holdings Inc. 0.01% 167 $47K New
FCX Freeport-McMoran Inc. 0.01% 734 $46K New
HR Healthcare Realty Trust Inc. 0.01% 2,285 $46K New
VCSH Vanguard S/T Corp. Bond ETF 0.01% 583 $46K New
NDAQ Nasdaq Inc. 0.01% 578 $46K New
ACWI iShares MSCI Acwi ETF 0.01% 290 $46K New
PTY PIMCO Corporate & Income Opp 0.01% 3,783 $46K New
WBD Warner Bros Discovery Inc. 0.01% 1,698 $45K New
FNF Fidelity National Financial 0.01% 959 $45K New
CMG Chipotle Mexican Grill Inc. 0.01% 1,314 $45K New
IHF iShares U.S. Healthcare Prov 0.01% 805 $45K New
SELV Sei Qim US Large Cap Low Vol filed as SEI EXCHANGE TRADED FUNDS 0.01% 1,362 $45K New
FDIS Fidelity MSCI Cons Discr Ind 0.01% 426 $44K New
FDL First Trust Morn DVD Lead Inc. 0.01% 898 $44K New
LEVI Levi Strauss & Co. Class A 0.01% 1,755 $44K New
PRAB State Street Ig Pub & Priv 0.01% 1,739 $44K New
BWX SS SPDR BB Intl Treasury BD 0.01% 1,998 $43K New
NRP Natural Resource Partners LP 0.01% 443 $43K New
PSC Principal US Small-Cap ETF 0.01% 612 $43K New
PNW Pinnacle West Capital 0.01% 401 $43K New
CTAS Cintas Corp. 0.01% 252 $43K New
TLTW iShares 20+ Bond Buywrite 0.01% 1,917 $43K New
TMFC Motley Fool 100 Index ETF 0.01% 560 $43K New
CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY 0.01% 1,200 $42K New
ADP Automatic Data Processing 0.01% 189 $42K New
DRI Darden Restaurants Inc. 0.01% 204 $42K New
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.01% 986 $42K New
AVB Avalonbay Communities Inc. 0.01% 221 $42K New
PAVE Global X US Infrastructure 0.01% 707 $42K New
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.01% 152 $42K New
CGW Invesco S&P Global Water Ind 0.01% 632 $42K New
SHYL Xtrackers SHRT Dur High Yiel 0.01% 927 $41K New
BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC 0.01% 472 $41K New
TRUT Vaneck Technlogy Trusctr ETF 0.01% 1,309 $41K New
HYXF iShares ESG Adv High Yield 0.01% 867 $41K New
QLYS Qualys Inc. 0.01% 294 $40K New
FBIN Fortune Brands Innovations I 0.01% 732 $40K New
SYF Synchrony Financial 0.01% 525 $40K New
FDN First Trust DJ Internet Ind 0.01% 150 $40K New
HAL Halliburton Co. 0.01% 1,168 $40K New
LIT Global X Lithium & Battery T 0.01% 505 $40K New
AEE Ameren Corporation 0.01% 348 $39K New
RFI Cohen & Steers Tot Ret RLTY 0.01% 3,473 $39K New
IGV iShares Expanded Tech-Softwa 0.01% 432 $39K New
FMS Fresenius Medical Care-ADR 0.01% 1,722 $39K New
GNL Global Net Lease Inc. 0.01% 4,350 $39K New
ARKK ARK Innovation ETF 0.01% 474 $38K New
WAT Waters Corp. 0.01% 102 $38K New
XMHQ Invesco S&P Midcap Qual ETF 0.01% 337 $38K New
SPEM State Street SP PTF Em ETF 0.01% 729 $38K New
SLV iShares Silver Trust 0.01% 703 $38K New
VOE Vngrd Mrngstr MD-Cap Val ETF 0.01% 189 $37K New
ET Energy Transfer LP 0.01% 1,945 $37K New
PSKY Paramount Skydance Class B 0.01% 3,736 $37K New
FMX Fomento Economico Mex-SP ADR 0.01% 288 $37K New
FIW First Trust Water ETF 0.01% 336 $37K New
EDIV State Street SPDR S&P Emergi 0.01% 898 $37K New
WM Waste Management Inc. 0.01% 162 $36K New
BKLC BNY Mellon US LRG Cap Cor 0.01% 250 $36K New
PY Principal Value ETF 0.01% 664 $36K New
UTHR United Therapeutics Corp. 0.01% 66 $36K New
PRU Prudential Financial Inc. 0.01% 330 $36K New
VGLT Vanguard Long-Term Treasury 0.01% 645 $36K New
MFG Mizuho Financial Group-ADR 0.01% 3,713 $36K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.01% 234 $35K New
CRTC Xtrackers US NTL Critic Tech 0.01% 907 $35K New
SWK Stanley Black & Decker Inc. 0.01% 374 $35K New
SHOP Shopify Inc. Class A 0.01% 308 $35K New
XMAG Defiance Le Cap Ex-Mag 7 ETF 0.01% 1,348 $35K New
CGMM Cap Group Small and Mid Cap 0.01% 1,066 $35K New
CCL Carnival Corp. Ltd. 0.01% 1,222 $35K New
CPT Camden Property Trust 0.01% 304 $35K New
ABEV Ambev SA-ADR 0.01% 11,079 $35K Add +7.2%
USHY iShares Broad Usd High Yield 0.01% 935 $35K New
CVY Invesco Zacks Multi-Asset Inc. 0.01% 1,200 $35K New
FNDB Schwab Fndmntl US BRD Mr ETF 0.01% 1,131 $34K New
IYH iShares U.S. Healthcare ETF 0.01% 511 $34K New
B Barrick Mining Corp. 0.01% 924 $34K New
GEHC GE Healthcare Technology 0.01% 528 $34K New
IEF iShares 7-10 Year Treasury B 0.01% 357 $34K New
BBDC Barings BDC Inc. 0.01% 3,926 $33K New
FBCG Fidelity Blue Chip Grow ETF 0.01% 534 $33K New
FTEC Fidelity MSCI Info Tech Indx 0.01% 116 $33K Reduce -94.0%
NET Cloudflare Inc. Class A 0.01% 135 $33K New
IEI iShares 3-7 Year Treasury Bo 0.01% 280 $33K New
REXR Rexford Industrial Realty Inc. 0.01% 980 $33K New
FLIN Franklin Ftse India ETF 0.01% 921 $33K New
IEFA iShares Core MSCI Eafe ETF 0.01% 338 $33K New
LDEM iShares ESG MSCI Em Leaders 0.01% 540 $33K New
CG The Carlyle Group Inc. 0.01% 771 $32K New
USO United States Oil Fund LP 0.01% 305 $32K New
RIO Rio Tinto PLC-Spon ADR 0.01% 339 $32K New
KYN Kayne Anderson Energy Infra 0.01% 2,325 $32K New
PANW Palo Alto Networks Inc. 0.01% 94 $32K New
XLI SS Industrial Select Sector 0.01% 172 $32K New
AZN Astrazeneca PLC 0.01% 168 $32K New
BOCT Innovator U.S. Equity Buffer 0.01% 600 $32K New
KNX Knight-Swift Transportation 0.01% 408 $32K New
EFX Equifax Inc. 0.01% 200 $32K New
VTEB Vanguard Tax-Exempt Bond ETF 0.01% 623 $31K New
HST Host Hotels & Resorts Inc. 0.01% 1,328 $31K New
PSX Phillips 66 0.01% 186 $31K New
FEZ State Street SPDR Euro Stoxx 0.01% 456 $31K New
IGIB iShares 5-10Y Inv Grade Corp. 0.01% 586 $31K New
SHYG iShares 0-5 YR HY Corp. Bond 0.01% 732 $31K New
NEM Newmont Corp. 0.01% 328 $31K New
RCL Royal Caribbean Cruises Ltd. 0.01% 96 $30K New
EMXC iShares MSCI Emr MRK Ex Chna 0.01% 291 $30K New
JNK SS SPDR BB High Yield Bond 0.01% 307 $30K New
SPG Simon Property Group Inc. 0.01% 132 $30K New
BATRA Atlanta Braves Holdings in-A 0.01% 525 $30K New
COWZ Pacer US Cash Cows 100 ETF 0.01% 475 $30K New
F Ford Motor Co. filed as FORD MTR CO 0.01% 2,125 $30K New
COPX Global X Copper Miners ETF 0.01% 383 $29K New
LQDH iShares Int Hedg Corp. BD ETF 0.01% 316 $29K New
SUI Sun Communities Inc. filed as SUN CMNTYS INC 0.01% 243 $29K New
FTAI Ftai Aviation Ltd. 0.01% 107 $29K New
TXNM TXNM Energy Inc. 0.01% 507 $29K New
FLCH Franklin Ftse China ETF 0.01% 1,407 $29K New
WSM Williams-Sonoma Inc. 0.01% 121 $28K New
TECK Teck Resources Ltd.-CLS B 0.01% 474 $28K New
COIN Coinbase Global Inc. Class A 0.01% 189 $28K New
ESGU iShares ESG Aware MSCI USA 0.01% 168 $27K New
ANET Arista Networks Inc. 0.01% 161 $27K New
EOCT Innovator Emer MKT PWR Buff 0.01% 800 $27K New
BOND PIMCO Active Bond Exchange-T 0.01% 295 $27K New
GPZ Vaneck Alt Asset Manager ETF 0.01% 1,262 $27K New
SUSB iShares ESG Aware 1-5 Year U 0.01% 1,081 $27K New
APH Amphenol Corp. Class A 0.01% 153 $27K New
VMC Vulcan Materials Co. 0.01% 91 $27K New
SPVM Invesco S&P 500 Value With M 0.01% 361 $27K New
FOXA Fox Corp. Class A 0.01% 514 $27K New
FSTA Fidelity MSCI Cons Stap Indx 0.01% 510 $27K New
IEUR iShares Core MSCI Europe ETF 0.01% 355 $27K New
XLC SS Comm Select Sector SPDR 0.01% 249 $27K New
SLB SLB Ltd. filed as SLB LIMITED 0.01% 570 $27K New
PCY Invesco Emerging Markets Sov 0.01% 1,215 $26K New
CLMB Climb Global Solutions Inc. 0.01% 1,132 $26K New
DAL Delta Air Lines Inc. 0.01% 279 $26K New
TIP iShares Tips Bond ETF 0.01% 239 $26K New
SCHC Schwab Intl Small-Cap Equity 0.01% 537 $26K New
TDVG T Rowe Price Dividend Growth 0.01% 521 $26K New
AVUV Avantis US Small Cap Value 0.01% 204 $25K New
BMY Bristol-Myers Squibb Co. 0.01% 437 $25K New
GDX Vaneck Gold Miners ETF 0.01% 330 $25K New
FDRR Fidelity Div ETF Rise Rates 0.01% 379 $25K New
ESML iShares ESG Aware MSCI USA S 0.01% 436 $24K New
HODL Vaneck Bitcoin ETF 0.01% 1,463 $24K New
SEIM Sei Qim US Large Cap Momentu filed as SEI EXCHANGE TRADED FUNDS 0.01% 429 $24K New
VOOV Vanguard S&P 500 Value ETF 0.01% 109 $24K New
SNY Sanofi-ADR 0.01% 558 $24K New
IPX Iperionx Ltd. - ADR 0.01% 797 $24K New
CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY 0.01% 632 $24K New
CL Colgate-Palmolive Co. 0.01% 257 $24K New
IWN iShares Russell 2000 Value E 0.01% 106 $23K New
ECF Ellsworth Growth and Income 0.01% 1,767 $23K New
XAIX Xtrackers AI & Big Data ETF 0.01% 397 $23K New
RDVY First Trust Rising Dividend 0.01% 280 $23K New
ISCB iShares Morningstar SM Cap 0.01% 300 $23K New
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.01% 206 $22K New
KEY Keycorp 0.01% 964 $22K New
SEIV Sei Qim US Large Cap Value A filed as SEI EXCHANGE TRADED FUNDS 0.01% 462 $22K New
EXPD Expeditors Intl Wash Inc. 0.01% 136 $22K New
GOAU US GLB GLD & Metal MNRS ETF 0.01% 595 $22K New
VRP Invesco Variable Rate Prefer 0.01% 908 $22K New
ALL Allstate Corp. 0.01% 92 $22K New
IVZ Invesco Ltd. 0.01% 826 $22K New
IR Ingersoll-Rand Inc. 0.01% 265 $22K New
NUMV Nuveen ESG Mid-Cap Value ETF 0.01% 499 $22K New
NMR Nomura Holdings Inc.-Spon ADR 0.01% 2,430 $21K New
QRMI Global X Nasdaq 100 Risk Man 0.01% 1,365 $21K New
XLRE SS Real Estate Select Sector 0.01% 481 $21K New
MDXG Mimedx Group Inc. 0.01% 5,500 $21K New
UAL United Airlines Holdings Inc. 0.01% 154 $21K New
LUV Southwest Airlines Co. 0.01% 407 $21K New
SU Suncor Energy Inc. 0.01% 389 $21K New
IWO iShares Russell 2000 Growth 0.01% 53 $21K New
EZU iShares MSCI Eurozone ETF 0.01% 300 $21K New
FBOT Fidelity Disrupt Automat ETF 0.01% 523 $21K New
XYL Xylem Inc. 0.01% 175 $21K New
RAVI NT Ultrashrt Fi ETF 0.01% 272 $21K New
AOM iShares Core 40/60 Moderate 0.01% 407 $20K New
SPHQ Invesco S&P 500 Quality ETF 0.01% 225 $20K New
IWY iShares Russell Top 200 Grow 0.01% 68 $20K New
EPD Enterprise Products Partners 0.01% 527 $19K New
MPWR Monolithic Power Systems Inc. 0.01% 14 $19K New
ICLR Icon PLC filed as ICON PUB LTD CO 0.01% 111 $19K New
PREF Pri Spe Pre Sec Acti-Usd Inc. 0.01% 1,011 $19K New
GIL Gildan Activewear Inc. 0.01% 373 $19K New
SGDJ Sprott Jr. Gold Miners ETF 0.01% 255 $19K New
HLT Hilton Worldwide Holdings Inc. 0.01% 58 $19K New
NTR Nutrien Ltd. 0.01% 303 $19K New
BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS 0.01% 850 $19K New
BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED 0.01% 227 $19K New
TER Teradyne Inc. 0.01% 39 $19K New
MET Metlife Inc. 0.01% 221 $19K New
EMR Emerson Electric Co. 0.00% 129 $18K New
CVE Cenovus Energy Inc. 0.00% 743 $18K New
GLTR Abrdn Precious Metals Basket 0.00% 100 $18K New
CF CF Industries Holdings Inc. 0.00% 167 $18K New
SRE Sempra 0.00% 195 $18K New
STM Stmicroelectronics NV-NY SHS 0.00% 241 $18K New
HYS PIMCO 0-5 Year H/Y Corp. Bond 0.00% 193 $18K New
FHLC Fidelity MSCI Health Care 0.00% 233 $18K New
PAG Penske Automotive Group Inc. 0.00% 100 $18K New
GL Globe Life Inc. 0.00% 100 $18K New
DBJP Xtrackers MSCI Japan Hedged 0.00% 155 $18K New
GMED Globus Medical Inc. Class A 0.00% 222 $18K New
VTR Ventas Inc. 0.00% 197 $17K New
HDV iShares Core High Dividend E 0.00% 636 $17K New
CLS Celestica Inc. 0.00% 47 $17K New
PCG P G & E Corp. 0.00% 1,015 $17K New
VGSH Vanguard Short-Term Treasury 0.00% 293 $17K New
AZZ Azz Inc. 0.00% 110 $17K New
EXEL Exelixis Inc. 0.00% 313 $17K New
SPEU State Street SPDR Portfolio 0.00% 308 $17K New
CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE 0.00% 450 $17K New
NASA Tema Space Innovators ETF 0.00% 549 $17K New
KSA Ishrs MSCI Saudi Arabia ETF 0.00% 445 $17K New
TE T1 Energy Inc. 0.00% 1,750 $17K New
IPAC iShares Core MSCI Pacific Et 0.00% 202 $17K New
EBAY eBay Inc. 0.00% 148 $17K New
TMUS T-Mobile US Inc. 0.00% 99 $17K New
CEG Constellation Energy 0.00% 66 $16K New
PFFA Virtus Infracap US Pref STCK 0.00% 800 $16K New
TCAL T Rowe Pre CPT Apr PR in ETF 0.00% 740 $16K New
AFL Aflac Inc. 0.00% 140 $16K New
ETB Eaton Vance T/M Buy-WRT Inc. 0.00% 1,054 $16K New
EOG EOG Resources Inc. 0.00% 126 $16K New
TAN Invesco Solar ETF 0.00% 276 $16K New
CTEV Claritev Corp. 0.00% 475 $16K Reduce -95.3%
TQQQ Proshares Ultrapro QQQ 0.00% 200 $16K New
HIG Hartford Insurance Group Inc. 0.00% 122 $16K New
JHMM John Hancock Multi Fact Mid 0.00% 215 $16K New
NKE Nike Inc. Class B 0.00% 392 $16K New
PDI PIMCO Dynamic Income Fund 0.00% 962 $16K New
CRWD CrowdStrike Holdings Inc. Class A 0.00% 21 $16K New
RPG Invesco S&P 500 Pure Growth 0.00% 250 $16K New
PAYC Paycom Software Inc. 0.00% 127 $16K New
USDU Wisdomtree BBG Usd Bullish 0.00% 590 $16K New
FBRT Franklin BSP Realty Trust Inc. 0.00% 1,934 $16K New
JPC Nuveen Prefered & Income Opp 0.00% 1,991 $16K New
ARM Arm Holdings PLC-ADR 0.00% 44 $16K New
OKE Oneok Inc. 0.00% 179 $16K New
KFEB Inov US SML Cap P Bu ETF - F 0.00% 500 $16K New
MCHI iShares MSCI China ETF 0.00% 300 $15K New
FAUG FT Vest U.S. Equity Buffer E 0.00% 270 $15K New
FSEP FT Vest U.S. Equity Buffer E 0.00% 276 $15K New
FFEB FT Vest US Equity Buffer ETF 0.00% 249 $15K New
FJUL FT Vest US Equity Buffer ETF 0.00% 255 $15K New
FMAY FT Vest US Equity Buffer ETF 0.00% 270 $15K New
FOCT FT Vest U.S. Equity Buffer E 0.00% 290 $15K New
FMAR FT Vest US Equity Buffer ETF 0.00% 290 $15K New
FNOV FT Vest US Equity Buffer ETF 0.00% 259 $15K New
FAPR FT Vest U.S. Equity Buffer E 0.00% 324 $15K New
FDEC FT Vest U.S. Equity Buffer E 0.00% 278 $15K New
FJUN FT Vest US Equity Buff ETF-J 0.00% 252 $15K New
FJAN FT Vest U.S. Equity Buffer E 0.00% 274 $15K New
ETW Eaton Vance T/M GLBL Buy-WR 0.00% 1,565 $15K New
AB Alliancebernstein Holding LP 0.00% 428 $15K New
VXF Vanguard Extended Market ETF 0.00% 60 $15K New
LITE Lumentum Holdings Inc. 0.00% 17 $15K New
NANR Sta STR SP S&P Nor An Res-Ui 0.00% 191 $14K New
FAD First Trust Multi Cap Growth 0.00% 72 $14K New
NOW ServiceNow Inc. 0.00% 145 $14K New
IJUL Innovator International Deve 0.00% 400 $14K New
DVN Devon Energy Corp. 0.00% 341 $14K New
E Eni SPA-Sponsored ADR 0.00% 300 $14K New
KORP American Century Diversified 0.00% 300 $14K New
IDEQ Lazard Intl Dynamic Eqy ETF 0.00% 400 $14K New
RPV Invesco S&P 500 Pure Value E 0.00% 123 $14K New
CTVA Corteva Inc. 0.00% 164 $14K New
COHR Coherent Corp. 0.00% 35 $14K New
PPL PPL Corp. 0.00% 379 $14K New
ILF iShares Latin America 40 ETF 0.00% 393 $13K New
Q Qnity Electronics Inc. 0.00% 81 $13K New
PAYX Paychex Inc. 0.00% 134 $13K New
XLP SS Consumer Staples Sel Sect 0.00% 159 $13K New
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.00% 43 $13K New
ORA Ormat Technologies Inc. 0.00% 121 $13K New
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.00% 25 $13K New
BUD Anheuser-Busch Inbev-SPN ADR 0.00% 158 $13K New
LDOS Leidos Holdings Inc. 0.00% 126 $13K New
ITW Illinois Tool Works 0.00% 48 $13K New
CERY SS SPDR BBG En RY CM St N-Ui 0.00% 388 $13K New
LYB Lyondellbasell Indu Class A 0.00% 246 $13K New
GLDM SPDR Gold Minishares Trust 0.00% 163 $13K New
QQQE Dirx Nasdaq-100EQ Wi ETF-Usd 0.00% 106 $13K New
NAIL Dire Dail HB & SB 3X ETF-Usd 0.00% 249 $13K New
CBRS Cerebras Systems Inc. Class A 0.00% 58 $13K New
EWG iShares MSCI Germany ETF 0.00% 310 $13K New
TCHP T Rowe Price Blue Chip Growt 0.00% 254 $13K New
GRID First TRST Nasd Class Edg Sgiif 0.00% 66 $13K New
WELD Tema U.S. Manufacturing & Re 0.00% 201 $13K New
FPE FT-Preferred Secur & Inc. ETF 0.00% 700 $13K New
EME Emcor Group Inc. 0.00% 15 $12K New
SRLN SS Blackstone Sr Loan ETF 0.00% 306 $12K New
ENTG Entegris Inc. 0.00% 68 $12K New
PEO Adams Natural Resources Fund 0.00% 493 $12K New
DELL Dell Technologies -C 0.00% 28 $12K New
SPLV Invesco S&P 500 Low Volatili 0.00% 161 $12K New
FTNT Fortinet Inc. 0.00% 78 $12K New
XPH SS SPDR S&P Pharma ETF 0.00% 180 $12K New
IYR iShares US Real Estate ETF 0.00% 116 $12K New
IWX iShares Russell Top 200 Valu 0.00% 112 $12K New
TLT iShares 20+ Year Treasury BD 0.00% 136 $12K New
USMV iShares MSCI USA Min Vol Fac 0.00% 122 $12K New
XNIEX Virtus Equity & Convertible 0.00% 435 $12K New
SFLR Innovator Eqty MGD Floor ETF 0.00% 301 $12K New
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.00% 442 $12K New
DHI D.R. Horton Inc. 0.00% 71 $12K New
FSK FS KKR Capital Corp. 0.00% 1,097 $12K New
SPYD SS SPDR P S&P 500 Hi Div ETF 0.00% 241 $11K New
HNDL Nasdaq 7 Handl Index ETF filed as STRATEGY SHS 0.00% 502 $11K New
MTB M & T Bank Corp. filed as M & T BK CORP 0.00% 48 $11K New
ACWX iShares MSCI Acwi Ex US ETF 0.00% 150 $11K New
KJAN Innovator U.S. Small Cap Pow 0.00% 250 $11K New
GSIE Goldman Sachs Activebeta Int 0.00% 250 $11K New
NUE Nucor Corp. 0.00% 51 $11K New
NZF Nuveen Municipal Credit Inc. 0.00% 896 $11K New
GOLY Strategy Shares Gold Enhance 0.00% 450 $11K New
MPLX MPLX LP 0.00% 200 $11K New
SEIQ Sei Qim US Large Cap Quality filed as SEI EXCHANGE TRADED FUNDS 0.00% 285 $11K New
SEZL Sezzle Inc. 0.00% 65 $11K New
BITB Bitwise Bitcoin ETF 0.00% 350 $11K New
ARGX Argenx SE - ADR 0.00% 12 $11K New
VOD Vodafone Group PLC-SP ADR 0.00% 835 $11K New
REZ Ishars Res and Multi Reales 0.00% 116 $11K New
FLGB Franklin Ftse United Kingdom 0.00% 306 $11K New
ISRG Intuitive Surgical Inc. 0.00% 27 $11K New
NXPI NXP Semiconductors NV 0.00% 38 $11K New
CW Curtiss-Wright Corp. 0.00% 14 $11K New
PXH Inves Rafi Emer MRKT-Usd Inc. 0.00% 380 $11K New
SHV iShares 0-1 Year Treasury Bo 0.00% 96 $11K New
GSAT Globalstar Inc. 0.00% 130 $11K New
SAN Banco Santander SA-Spon ADR 0.00% 764 $11K New
CHD Church & Dwight Co. Inc. 0.00% 108 $10K New
SENEA Seneca Foods Corp. Class A 0.00% 60 $10K New
FROG Jfrog Ltd. 0.00% 114 $10K New
IXJ iShares Global Healthcare Et 0.00% 105 $10K New
TFLR T Rowe Price Floating RT ETF 0.00% 204 $10K New
PRFD PIMCO Pref and Cap Sec Act 0.00% 200 $10K New
SLVP iShares MSCI Global Silver A 0.00% 333 $10K New
VLUE iShares MSCI USA Value Facto 0.00% 51 $10K New
MELI MercadoLibre Inc. 0.00% 6 $10K New
TSAT Telesat Corp. 0.00% 200 $10K New
HRI Herc Holdings Inc. filed as HERC HLDGS INC 0.00% 70 $10K New
HYTI FT VST High YLD & Tar in ETF 0.00% 520 $10K New
FIX Comfort Systems USA Inc. 0.00% 5 $10K New
FNDF Schwab Fndmn Intl LRG Co. ETF 0.00% 186 $10K New
FALN iShares Fallen Angels ETF 0.00% 359 $10K New
OHI Omega Healthcare Investors 0.00% 205 $10K New
CDNS Cadence Design SYS Inc. 0.00% 26 $10K New
SLVM Sylvamo Corp. 0.00% 258 $10K New
NOC Northrop Grumman Corp. 0.00% 19 $10K New
RSPT Invesco S&P 500 Equal Weight 0.00% 150 $10K New
SNOW Snowflake Inc. 0.00% 38 $10K New
MP MP Materials Corp. 0.00% 172 $10K New
AZO AutoZone Inc. 0.00% 3 $10K New
PEG Public Service Enterprise GP 0.00% 118 $10K New
STLA Stellantis NV 0.00% 1,660 $10K New
EUSA iShares MSCI USA Equal Weigh 0.00% 83 $9K New
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.00% 356 $9K New
CLX Clorox Company 0.00% 99 $9K New
DIG Proshares Ultra Energy 0.00% 189 $9K New
KKR KKR & Co. Inc. 0.00% 101 $9K New
DNP DNP Select Income Fund Inc. 0.00% 853 $9K New
BHYP Bitwise Hyperliquid ETF 0.00% 250 $9K New
ETSY Etsy Inc. 0.00% 122 $9K New
XEL Xcel Energy Inc. 0.00% 114 $9K New
LSTR Landstar System Inc. 0.00% 44 $9K New
IIPR Innovative Industrial Proper 0.00% 145 $9K New
HSY The Hershey Co. 0.00% 51 $9K New
FMDE Fidelity Enhanced Mid Cap Co. 0.00% 219 $9K New
TCAF T Rowe PRC Cap Appreciation 0.00% 216 $9K New
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.00% 78 $9K New
NXT Nextpower Inc. 0.00% 74 $9K New
GBTC Grayscale Bitcoin Trust ETF 0.00% 192 $9K New
MCHP Microchip Technology Inc. 0.00% 95 $9K New
ESGE iShares Inc. iShares ESG Awar 0.00% 158 $9K New
MRVL Marvell Technology Inc. 0.00% 29 $9K New
SLYV SS SPDR S&P 600 SC Val ETF 0.00% 79 $9K New
RNR Renaissancere Holdings Ltd. 0.00% 27 $9K New
LSCC Lattice Semiconductor Corp. 0.00% 55 $8K New
JMUB JPMorgan Municipal ETF 0.00% 166 $8K New
CME Cme Group Inc. 0.00% 38 $8K New
QUBT Quantum Computing Inc. 0.00% 865 $8K New
ORLY O'reilly Automotive Inc. 0.00% 91 $8K New
CTA Simplify Managed Futures St 0.00% 323 $8K New
WTFC Wintrust Financial Corp. 0.00% 52 $8K New
GWX State Street SPDR S&P Intern 0.00% 190 $8K New
FTQI First Trust Nasdaq Buywrite 0.00% 374 $8K New
BIP Brookfield Infrastructure Pa 0.00% 225 $8K New
TYL Tyler Technologies Inc. 0.00% 28 $8K New
SOLV Solventum Corp. 0.00% 106 $8K New
ALNY Alnylam Pharmaceuticals Inc. 0.00% 27 $8K New
JFLX JPMorgan Flexible Debt ETF 0.00% 160 $8K New
KEYS Keysight Technologies Inc. 0.00% 23 $8K New
DDFN Innov Eq DD 15 Buf ETF - Nov 0.00% 400 $8K New
HAFN Hafnia Ltd. 0.00% 1,200 $8K New
CPRT Copart Inc. 0.00% 282 $8K New
SPIP SS SPDR P Tips ETF 0.00% 308 $8K New
GRMN Garmin Ltd. 0.00% 33 $8K New
RYAAY Ryanair Holdings PLC-SP ADR 0.00% 121 $8K New
ISCV iShares Morningstar Small-Ca 0.00% 100 $8K New
BWXT BWX Technologies Inc. 0.00% 40 $8K New
FTSD Franklin Short Duration U.S. 0.00% 86 $8K New
CBOE Cboe Global Markets Inc. 0.00% 32 $8K New
APP AppLovin Corp. Class A 0.00% 15 $8K New
EMMF Wisdomtree Emerging Markets 0.00% 200 $8K New
ZBH Zimmer Biomet Holdings Inc. 0.00% 89 $8K New
HEFA Isha Curr Hedged MSCI Eafe 0.00% 163 $8K New
NATL NCR Atleos Corp. 0.00% 175 $8K New
TTE Totalenergies SE 0.00% 97 $8K New
INSM Insmed Inc. 0.00% 69 $7K New
DMB BNY Mellon Muni BND Infra 0.00% 666 $7K New
EMF Templeton Emerging Markets 0.00% 316 $7K New
PBR Petroleo Brasileiro-Spon ADR 0.00% 452 $7K New
DDOG Datadog Inc. Class A 0.00% 28 $7K New
PDBC Invesco Optimum Yield Divers 0.00% 457 $7K New
DBL Doubleline Opport Credit 0.00% 503 $7K New
FLRN SS SPDR BB Ig Float RT ETF 0.00% 234 $7K New
TMC TMC the Metals Co. Inc. 0.00% 1,624 $7K New
EXPE Expedia Group Inc. 0.00% 28 $7K New
VVV Valvoline Inc. 0.00% 180 $7K New
AIA iShares Asia 50 ETF 0.00% 50 $7K New
EXE Expand Energy Corp. 0.00% 77 $7K New
SPIT F/M Emerald Spec Sit ETF 0.00% 200 $7K New
XMMO Invesco S&P Midcap Momentum 0.00% 41 $7K New
DB Deutsche Bank AG-Registered 0.00% 206 $7K New
STE Steris PLC 0.00% 33 $7K New
HIMS Hims & Hers Health Inc. 0.00% 200 $7K New
KBE SS SPDR S&P Bank ETF 0.00% 101 $7K New
CIEN Ciena Corp. 0.00% 14 $7K New
KJUL Innovator U.S. Small Cap Pow 0.00% 200 $7K New
STX Seagate Technology Holdings 0.00% 7 $7K New
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.00% 60 $7K New
FN Fabrinet 0.00% 12 $7K New
RBRK Rubrik Inc. Class A 0.00% 84 $7K New
HACK Amplify Cybersecurity ETF 0.00% 64 $7K New
STRL Sterling Infrastructure Inc. 0.00% 8 $7K New
WTRG Essential Utilities Inc. 0.00% 174 $7K New
HOOD Robinhood Markets Inc. Class A 0.00% 66 $7K New
ELS Equity Lifestyle Properties 0.00% 102 $7K New
JD Jd.com Inc.-ADR 0.00% 258 $7K New
ITA iShares U.S. Aerospace & Def 0.00% 27 $7K New
WST West Pharmaceutical Services 0.00% 18 $6K New
EG Everest Group Ltd. 0.00% 18 $6K New
QBTS D-Wave Quantum Inc. 0.00% 266 $6K New
DOW Dow Inc. filed as DOW HLDGS INC 0.00% 231 $6K New
BG Bunge Global SA 0.00% 59 $6K New
VSAT Viasat Inc. 0.00% 70 $6K New
A Agilent Technologies Inc. 0.00% 47 $6K New
BF.B Brown-Forman Corp. Class B 0.00% 234 $6K New
IBN Icici Bank Ltd.-Spon ADR 0.00% 214 $6K New
KGC Kinross Gold Corp. 0.00% 262 $6K New
ACGL Arch Capital Group Ltd. 0.00% 63 $6K New
RKLB Rocket Lab Corp. 0.00% 60 $6K New
XRNPX Cohen & Steers REIT and Pref 0.00% 300 $6K New
NBIX Neurocrine Biosciences Inc. 0.00% 36 $6K New
LEND Sei HY Bnd&alt CRDT filed as SEI EXCHANGE TRADED FUNDS 0.00% 241 $6K New
HLN Haleon PLC-ADR 0.00% 650 $6K New
KR Kroger Co. 0.00% 109 $6K New
CTRE Caretrust REIT Inc. 0.00% 150 $6K New
NJR New Jersey Resources Corp. 0.00% 108 $6K New
MDB Mongodb Inc. 0.00% 18 $6K New
RPRX Royalty Pharma PLC Class A 0.00% 107 $6K New
ONC Beone Medicines Ltd.-ADR 0.00% 21 $6K New
NTRA Natera Inc. 0.00% 22 $6K New
STZ Constellation Brands Inc. Class A 0.00% 43 $6K New
AMX America Movil Sab DE CV 0.00% 229 $6K New
DPG Duff & Phelps Utility & Inc. 0.00% 400 $6K New
BJAN Innovator U.S. Equity Buffer 0.00% 100 $6K New
XJQCX Nuveen Credit Strategies Inc. 0.00% 1,205 $6K New
NVO Novo-Nordisk A/S-Spons ADR 0.00% 122 $6K New
ASTS Ast Spacemobile Inc. 0.00% 65 $6K New
PWR Quanta Services Inc. 0.00% 8 $6K New
TEAM Atlassian Corp. Class A 0.00% 74 $6K New
HUBB Hubbell Inc. 0.00% 11 $6K New
CADL Candel Therapeutics Inc. 0.00% 555 $6K New
ZS Zscaler Inc. 0.00% 40 $6K New
NBH Neuberger Municipal Fund Inc. 0.00% 535 $6K New
RS Reliance Inc. 0.00% 15 $6K New
CGIB Cap Group Intl Bond HDG 0.00% 219 $6K New
FELC Fidelity Enh LRG Cap Cor ETF 0.00% 133 $6K New
XHB SS SPDR S&P Homebldrs ETF 0.00% 48 $6K New
VTWG Vanguard Russell 2000 Growth 0.00% 19 $6K New
GRNY Fundstr Gran SH US LRG Cap 0.00% 200 $6K New
SAIC Science Applications Inte 0.00% 50 $6K New
RWX State Street SPDR Dow Jones 0.00% 203 $5K New
ETH Grayscale Ethereum Staking M 0.00% 365 $5K New
GM General Motors Co. 0.00% 71 $5K New
OBDC Blue Owl Capital Corp. 0.00% 500 $5K New
CHI Calamos Convert Opport & Inc. 0.00% 402 $5K New
NTRS Northern Trust Corp. 0.00% 31 $5K New
ASND Ascendis Pharma A/S 0.00% 20 $5K New
BAPR Innovator U.S. Equity Buffer 0.00% 100 $5K New
XRPC Canary XRP ETF 0.00% 476 $5K New
BBCA JPMorgan Betabuilders Canada 0.00% 53 $5K New
XRP Bitwise XRP ETF 0.00% 451 $5K New
TEL Te Connectivity PLC 0.00% 26 $5K New
RDDT Reddit Inc. Class A 0.00% 30 $5K New
PHO Invesco Water Resources ETF 0.00% 75 $5K New
AMKR Amkor Technology Inc. 0.00% 60 $5K New
APPS Digital Turbine Inc. 0.00% 400 $5K New
LEN Lennar Corp. Class A 0.00% 57 $5K New
DD Dupont DE Nemours Inc. 0.00% 38 $5K New
SPHD Invesco S&P 500 High Dividen 0.00% 100 $5K New
LGND Ligand Pharmaceuticals 0.00% 16 $5K New
KVUE Kenvue Inc. 0.00% 264 $5K New
PICK iShares MSCI Global Metals & 0.00% 87 $5K New
MLI Mueller Industries Inc. 0.00% 41 $5K New
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 0.00% 100 $5K New
SF Stifel Financial Corp. 0.00% 71 $5K New
AGEM Abrdn Emerg MRKT DVD Act 0.00% 100 $5K New
JOBY Joby Aviation Inc. 0.00% 550 $5K New
IDYA Ideaya Biosciences Inc. 0.00% 131 $5K New
SPCE Virgin Galactic Holdings Inc. 0.00% 1,675 $5K New
MDGL Madrigal Pharmaceuticals Inc. 0.00% 9 $5K New
NDSN Nordson Corp. 0.00% 16 $5K New
MOD Modine Manufacturing Co. 0.00% 18 $5K New
QALT Sei Dbi Multstrt Alt ETF filed as SEI EXCHANGE TRADED FUNDS 0.00% 180 $5K New
TOL Toll Brothers Inc. 0.00% 29 $5K New
RY Royal Bank of Canada 0.00% 23 $5K New
NCLH Norwegian Cruise Line Holdin 0.00% 223 $5K New
SJNK SS SPDR BB St Hi Yield ETF 0.00% 188 $5K New
BATT Amplify Lithium Battery Tech 0.00% 306 $5K New
DOCU Docusign Inc. 0.00% 105 $5K New
NNN NNN REIT Inc. 0.00% 100 $5K New
ASGI Abrdn Global Infrastructure 0.00% 200 $5K New
ARCC Ares Capital Corp. 0.00% 250 $5K New
NUV Nuveen Municipal Value 0.00% 500 $5K New
SOLS Solstice Adv Materials Inc. 0.00% 52 $5K New
KD Kyndryl Holdings Inc. 0.00% 405 $5K New
BIDU Baidu Inc. - Spon ADR 0.00% 40 $5K New
MTSI Macom Technology Solutions H 0.00% 12 $5K New
PENG Penguin Solutions Inc. 0.00% 60 $5K New
VBF Invesco Bond Fund 0.00% 300 $5K New
CHRW C.H. Robinson Worldwide Inc. 0.00% 24 $5K New
LECO Lincoln Electric Holdings 0.00% 17 $5K New
RSPN Invesco S&P 500 Equal Weight 0.00% 70 $4K New
CTSH Cognizant Tech Solutions-A 0.00% 115 $4K New
GLPI Gaming and Leisure Propertie 0.00% 100 $4K New
PI Impinj Inc. 0.00% 31 $4K New
YSS York Space Systems Inc. 0.00% 180 $4K New
GEM Goldman Sachs Activebeta Em 0.00% 85 $4K New
XGDVX Gabelli Dividend & Income TR 0.00% 150 $4K New
RWR SS SPDR Dow Jones REIT ETF 0.00% 39 $4K New
AIT Applied Industrial Tech Inc. 0.00% 13 $4K New
VNQI Vanguard GLBL Ex-US Real Est 0.00% 98 $4K New
IGEB iShares Investment Grade SYS 0.00% 97 $4K New
AM Antero Midstream Corp. 0.00% 192 $4K New
GH Guardant Health Inc. 0.00% 29 $4K New
TS Tenaris SA-ADR 0.00% 78 $4K New
MUSA Murphy USA Inc. 0.00% 8 $4K New
ASH Ashland Inc. 0.00% 65 $4K New
MOG.A Moog Inc. Class A 0.00% 10 $4K New
LPLA LPL Financial Holdings Inc. 0.00% 15 $4K New
DFCF Dimensional Core Fixed Inc. 0.00% 100 $4K New
PRFZ Inv Rafi US 1500 SM-Usd Inc. 0.00% 75 $4K New
MRSH Marsh & McLennan Cos 0.00% 25 $4K New
IYLD iShares Morningstar Multi-As 0.00% 188 $4K New
QS Quantumscape Corp. 0.00% 550 $4K New
MOH Molina Healthcare Inc. 0.00% 18 $4K New
GWW WW Grainger Inc. 0.00% 3 $4K New
AGCO Agco Corp. 0.00% 34 $4K New
BWA Borgwarner Inc. 0.00% 61 $4K New
IFRA iShares US Infrastructure 0.00% 64 $4K New
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO 0.00% 35 $4K New
HUM Humana Inc. 0.00% 10 $4K New
VSS Vanguard Ftse All Wo X-US SC 0.00% 26 $4K New
XAR SS SPDR S&P Aerospace Def 0.00% 14 $4K New
ABCL Abcellera Biologics Inc. 0.00% 500 $4K New
CGCP Cap Group Core Plus Income 0.00% 176 $4K New
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.00% 31 $4K New
RIET Hoya Capital Hi DVD YLD ETF 0.00% 400 $4K New
SAM Boston Beer Company Inc. Class A 0.00% 22 $4K New
DDFZ Invtr Eqt DD 15 BFR ETF June 0.00% 200 $4K New
H Hyatt Hotels Corp. Class A 0.00% 20 $4K New
QQQJ Invesco Nasdaq Next Gen 100 0.00% 85 $4K New
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.00% 49 $4K New
GEVO Gevo Inc. 0.00% 2,570 $4K New
WPM Wheaton Precious Metals Corp. 0.00% 34 $4K New
DGX Quest Diagnostics Inc. 0.00% 18 $4K New
DOV Dover Corp. 0.00% 17 $4K New
PINS Pinterest Inc. Class A 0.00% 179 $4K New
TRU Transunion 0.00% 52 $4K New
EWBC East West Bancorp Inc. 0.00% 29 $4K New
SITM Sitime Corp. 0.00% 5 $4K New
CHWY Chewy Inc. Class A 0.00% 188 $4K New
RNG Ringcentral Inc. Class A 0.00% 94 $4K New
MSGS Madison Square Garden Sports 0.00% 9 $4K New
SCHK Schwab 1000 Index ETF 0.00% 100 $4K New
NOBL Proshares S&P 500 Dividend A 0.00% 64 $4K New
ON On Semiconductor 0.00% 38 $4K New
JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F 0.00% 46 $4K New
FICO Fair Isaac Corp. 0.00% 3 $4K New
AEM Agnico Eagle Mines Ltd. 0.00% 23 $4K New
OPLN Openlane Inc. 0.00% 86 $4K New
BLD Topbuild Corp. 0.00% 10 $4K New
SOUN Soundhound AI Inc. Class A 0.00% 544 $4K New
SBS Cia Saneamento Basico DE-ADR filed as COMPANHIA DE SANEAMENTO BASI 0.00% 608 $4K New
VTRS Viatris Inc. 0.00% 221 $4K New
RIVN Rivian Automotive Inc. Class A 0.00% 200 $3K New
MLM Martin Marietta Materials 0.00% 6 $3K New
BXP BXP Inc. 0.00% 52 $3K New
CSGP Costar Group Inc. 0.00% 121 $3K New
BALT Inn Defined Wealth Shield 0.00% 100 $3K New
DORM Dorman Products Inc. 0.00% 25 $3K New
ALAB Astera Labs Inc. 0.00% 7 $3K New
DECK Deckers Outdoor Corp. 0.00% 34 $3K New
LNG Cheniere Energy Inc. 0.00% 14 $3K New
IAPR Innovator International Deve 0.00% 100 $3K New
SDGR Schrodinger Inc. 0.00% 200 $3K New
EFAV iShares MSCI Eafe Min Vol Fa 0.00% 37 $3K New
VIK Viking Holdings Ltd. 0.00% 31 $3K New
EIM Eaton Vance Municipal Bond 0.00% 325 $3K New
NRG NRG Energy Inc. 0.00% 22 $3K New
FLG Flagstar Bank NA 0.00% 215 $3K New
BBVA Banco Bilbao Vizcaya-SP ADR 0.00% 128 $3K New
ANGL Vaneck Fallen Angel High YLD 0.00% 108 $3K New
CMS CMS Energy Corp. 0.00% 41 $3K New
BBIO Bridgebio Pharma Inc. 0.00% 42 $3K New
SNPS Synopsys Inc. 0.00% 7 $3K New
REGN Regeneron Pharmaceuticals 0.00% 5 $3K New
TCOM Trip.com Group Ltd.-ADR 0.00% 77 $3K New
TSCO Tractor Supply Company 0.00% 97 $3K New
VNOM Viper Energy Inc. Class A 0.00% 72 $3K New
ENSG The Ensign Group Inc. 0.00% 19 $3K New
QURE Uniqure NV 0.00% 66 $3K New
ACIW Aci Worldwide Inc. 0.00% 60 $3K New
HBAN Huntington Bancshares Inc. 0.00% 170 $3K New
LAES Sealsq Corp. 0.00% 950 $3K New
XIAEX Voya Asia Pac Hi DVD Eq Inc. 0.00% 320 $3K New
AIZ Assurant Inc. 0.00% 11 $3K New
ALC Alcon Inc. filed as ALCON AG 0.00% 44 $3K New
CPB The Campbell's Company 0.00% 132 $3K New
RXRX Recursion Pharmaceuticals-A 0.00% 800 $3K New
RBLX Roblox Corp. Class A 0.00% 54 $3K New
DFUV Dimensional US Marketwide Va 0.00% 53 $3K New
BSX Boston Scientific Corp. 0.00% 68 $3K New
EW Edwards Lifesciences Corp. 0.00% 32 $3K New
VYX NCR Voyix Corp. 0.00% 351 $3K New
IXG iShares Global Financials Et 0.00% 23 $3K New
KMLM Kraneshares MT LC MN FT Id S 0.00% 103 $3K New
EMHC SS SPDR BB Em Usd Bond ETF 0.00% 111 $3K New
MFEM PIMCO Rafi Dynamic Multi-Fac filed as PIMCO EQUITY SER 0.00% 100 $3K New
RL Ralph Lauren Corp. 0.00% 7 $3K New
AXON Axon Enterprise Inc. 0.00% 5 $3K New
CFR Cullen/Frost Bankers Inc. 0.00% 18 $3K New
NUMG Nuveen ESG Mid-Cap Grow ETF 0.00% 59 $3K New
IEZ iShares U.S. Oil Equipment & 0.00% 103 $3K New
SMTC Semtech Corp. 0.00% 17 $3K New
NIO Nio Inc. - ADR 0.00% 540 $3K New
FMF First Trust Managed Futures 0.00% 54 $3K New
VSNT Versant Media Group Inc. 0.00% 75 $3K New
ALB Albemarle Corp. 0.00% 20 $3K New
WPP WPP PLC-Sponsored ADR 0.00% 174 $3K New
HLI Houlihan Lokey Inc. 0.00% 20 $3K New
JPLD JPMorgan Ltd. Duration ETF 0.00% 51 $3K New
JAZZ Jazz Pharmaceuticals PLC 0.00% 11 $3K New
IDXX Idexx Laboratories Inc. 0.00% 5 $3K New
BOOT Boot Barn Holdings Inc. 0.00% 16 $3K New
KB KB Financial Group Inc.-ADR filed as KB FINL GROUP INC 0.00% 25 $3K New
ALLY Ally Financial Inc. 0.00% 57 $3K New
TVTX Travere Therapeutics Inc. 0.00% 46 $3K New
MSTR Strategy Inc. 0.00% 30 $3K New
VLO Valero Energy Corp. 0.00% 10 $3K New
UNFI United Natural Foods Inc. 0.00% 57 $3K New
BLDR Builders Firstsource Inc. 0.00% 29 $3K New
DUHP Dimensional US High Profi Et 0.00% 62 $3K New
BROS Dutch Bros Inc. Class A 0.00% 36 $3K New
IJK iShares S&P Mid-Cap 400 Grow 0.00% 22 $3K New
XYZ Block Inc. 0.00% 34 $3K New
OGN Organon & Co. 0.00% 190 $3K New
VGK Vanguard Ftse Europe ETF 0.00% 29 $3K New
RSG Republic Services Inc. 0.00% 12 $3K New
UAA Under Armour Inc. Class A 0.00% 400 $3K New
GFI Gold Fields Ltd.-Spons ADR 0.00% 76 $3K New
G Genpact Ltd. 0.00% 92 $3K New
HPQ HP Inc. 0.00% 114 $3K New
WABF Western Asset Bond ETF 0.00% 100 $2K New
EMBJ Embraer SA-Spon ADR 0.00% 39 $2K New
JCI Johnson Controls Internation 0.00% 17 $2K New
DLB Dolby Laboratories Inc. Class A 0.00% 47 $2K New
SEIC Sei Investments Company 0.00% 28 $2K New
VFC VF Corp. 0.00% 146 $2K New
BALL Ball Corp. 0.00% 39 $2K New
FLEX Flex Ltd. 0.00% 15 $2K New
KMI Kinder Morgan Inc. 0.00% 76 $2K New
FNDC Schwab Fndmnt Intl SM Eq ETF 0.00% 50 $2K New
TSPA T Rowe Price US Eqy Research 0.00% 50 $2K New
ACHR Archer Aviation Inc. Class A 0.00% 500 $2K New
INTU Intuit Inc. 0.00% 9 $2K New
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.00% 17 $2K New
MKC McCormick & Co.-Non VTG SHRS 0.00% 46 $2K New
TOST Toast Inc. Class A 0.00% 83 $2K New
XENE Xenon Pharmaceuticals Inc. 0.00% 38 $2K New
TTWO Take-Two Interactive Softwre 0.00% 9 $2K New
DASH DoorDash Inc. Class A 0.00% 12 $2K New
GWRE Guidewire Software Inc. 0.00% 18 $2K New
PRIV SS Ig Publ Priv Cred ETF-Usd 0.00% 86 $2K New
ZM Zoom Communications Inc. 0.00% 25 $2K New
PID Invesco International Divide 0.00% 97 $2K New
HWM Howmet Aerospace Inc. 0.00% 8 $2K New
TDOC Teladoc Health Inc. 0.00% 253 $2K New
FNCL Fidelity MSCI Financial Indx 0.00% 28 $2K New
PNFP Pinnacle Financial Partners 0.00% 21 $2K New
BRO Brown & Brown Inc. 0.00% 33 $2K New
APPF Appfolio Inc. Class A 0.00% 13 $2K New
TVAL T. Rowe Price Value ETF 0.00% 50 $2K New
XEMD Bondbloxx-JPM Usd Em MK 1-10 0.00% 46 $2K New
FTI Technipfmc PLC 0.00% 31 $2K New
CVNA Carvana Co. 0.00% 31 $2K New
GNT Gamco Natural Resources Gold 0.00% 250 $2K New
PCOR Procore Technologies Inc. 0.00% 50 $2K New
ALGN Align Technology Inc. 0.00% 12 $2K New
HUBS HubSpot Inc. 0.00% 11 $2K New
KVYO Klaviyo Inc. Class A 0.00% 133 $2K New
TRV The Travelers Cos Inc. 0.00% 6 $2K New
LOGI Logitech International-Reg 0.00% 21 $2K New
PGR Progressive Corp. 0.00% 9 $2K New
RMD Resmed Inc. 0.00% 10 $2K New
LRN Stride Inc. 0.00% 22 $2K New
TRGP Targa Resources Corp. 0.00% 7 $2K New
LGN Legence Corp. Class A 0.00% 22 $2K New
RVMD Revolution Medicines Inc. 0.00% 10 $2K New
TTMI TTM Technologies 0.00% 10 $2K New
LVHI Franklin International Low V 0.00% 46 $2K New
AEIS Advanced Energy Industries 0.00% 5 $2K New
KRYS Krystal Biotech Inc. 0.00% 5 $2K New
CACI Caci International Inc. Class A 0.00% 4 $2K New
AVLV Avantis US Large Cap Value 0.00% 20 $2K New
COGT Cogent Biosciences Inc. 0.00% 47 $2K New
CRH CRH PLC 0.00% 17 $2K New
PEGA Pegasystems Inc. 0.00% 60 $2K New
PATK Patrick Industries Inc. 0.00% 20 $2K New
VRSK Verisk Analytics Inc. 0.00% 10 $2K New
ONON On Holding AG Class A filed as ON HLDG AG 0.00% 50 $2K New
DFIC Dimensional International Co. 0.00% 47 $2K New
OSIS Osi Systems Inc. 0.00% 8 $2K New
PIPR Piper Sandler Cos 0.00% 24 $2K New
L Loews Corp. 0.00% 15 $2K New
BFAM Bright Horizons Family Solut 0.00% 24 $2K New
AVNT Avient Corp. 0.00% 46 $2K New
TM Toyota Motor Corp. -Spon ADR 0.00% 10 $2K New
ARES Ares Management Corp. Class A 0.00% 15 $2K New
IGF iShares Global Infrastructur 0.00% 25 $2K New
OKTA Okta Inc. 0.00% 12 $2K New
NXST Nexstar Media Group Inc. 0.00% 9 $2K New
TAP Molson Coors Beverage Co. Class B 0.00% 41 $2K New
BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN 0.00% 60 $2K New
CASY Casey's General Stores Inc. 0.00% 2 $2K New
DYN Dyne Therapeutics Inc. 0.00% 71 $2K New
FETH Fidelity Ethereum Fund 0.00% 100 $2K New
CSPF C&S Pref & Income Active ETF 0.00% 60 $2K New
IBND SS SPDR BB Intl Corp. BD ETF 0.00% 50 $2K New
OXY Occidental Petroleum Corp. 0.00% 32 $2K New
JLL Jones Lang Lasalle Inc. 0.00% 5 $2K New
LUMN Lumen Technologies Inc. 0.00% 200 $2K New
EYE National Vision Holdings Inc. 0.00% 80 $2K New
PRCT Procept Biorobotics Corp. 0.00% 67 $2K New
BIIB Biogen Inc. 0.00% 7 $2K New
ROST Ross Stores Inc. 0.00% 7 $1K New
IHI iShares U.S. Medical Devices 0.00% 30 $1K New
SCYB Schwab High Yield Bond ETF 0.00% 56 $1K New
CELC Celcuity Inc. 0.00% 14 $1K New
INMD Inmode Ltd. 0.00% 100 $1K New
FMC FMC Corp. 0.00% 127 $1K New
CTM Castellum Inc. 0.00% 2,000 $1K New
ICF iShares Select U.S. REIT ETF 0.00% 21 $1K New
XRPI XRP ETF 0.00% 247 $1K New
NTES Netease Inc.-ADR 0.00% 11 $1K New
IBKR Interactive Brokers Gro Class A 0.00% 16 $1K New
DBA Invesco DB Agriculture Fund 0.00% 52 $1K New
FDMO Fidelity Momentum Factor ETF 0.00% 14 $1K New
ROL Rollins Inc. 0.00% 33 $1K New
MKTX Marketaxess Holdings Inc. 0.00% 12 $1K New
ROP Roper Technologies Inc. 0.00% 4 $1K New
FTV Fortive Corp. 0.00% 22 $1K New
CAVA Cava Group Inc. 0.00% 17 $1K New
VLTO Veralto Corp. 0.00% 15 $1K New
PSEC Prospect Capital Corp. 0.00% 559 $1K New
PUK Prudential PLC-ADR 0.00% 48 $1K New
VISN Vistance Networks Inc. 0.00% 100 $1K New
DLR Digital Realty Trust Inc. 0.00% 7 $1K New
PTC PTC Inc. 0.00% 11 $1K New
TWLO Twilio Inc. Class A 0.00% 6 $1K New
GMAB Genmab A/S -SP ADR 0.00% 44 $1K New
BHF Brighthouse Financial Inc. 0.00% 19 $1K New
CRNX Crinetics Pharmaceuticals Inc. 0.00% 32 $1K New
AWK American Water Works Co. Inc. 0.00% 9 $1K New
AVSC Avantis US Small Cap Equity 0.00% 16 $1K New
IMTM iShares MSCI Intl Momentum F 0.00% 22 $1K New
LYFT LYFT Inc. Class A 0.00% 80 $1K New
SGOL Abrdn Physical Gold Shares 0.00% 30 $1K New
STLD Steel Dynamics Inc. 0.00% 5 $1K New
BBY Best Buy Co. Inc. 0.00% 15 $1K New
URI United Rentals Inc. 0.00% 1 $1K New
DIHP Dimensional International Hi 0.00% 33 $1K New
IONS Ionis Pharmaceuticals Inc. 0.00% 14 $1K New
NAT Nordic American Tankers Ltd. 0.00% 200 $1K New
CBT Cabot Corp. 0.00% 12 $1K New
CSL Carlisle Cos Inc. 0.00% 3 $1K New
BCE Bce Inc. 0.00% 50 $1K New
BAB Invesco Taxable Municipal Bo 0.00% 40 $1K New
FQAL Fidelity Quality Factor ETF 0.00% 13 $1K New
PJT PJT Partners Inc. Class A 0.00% 7 $1K New
PPT Franklin Premir Inc. Trust-Ui 0.00% 300 $1K New
MICC The Magnum Ice Cream Co. NV 0.00% 60 $1K New
ASA ASA Gold and Precious Metals 0.00% 20 $1K New
TME Tencent Music Entertainm-ADR 0.00% 124 $1K New
STT State Street Corp. 0.00% 6 $1K New
KRMN Karman Holdings Inc. 0.00% 20 $998 New
PNR Pentair PLC 0.00% 13 $997 New
SCHR Schwab Intermediate-Term US 0.00% 40 $986 New
XP XP Inc. Class A 0.00% 60 $976 New
AME Ametek Inc. 0.00% 4 $968 New
IE Ivanhoe Electric Inc. / US 0.00% 100 $961 New
NAK Northern Dynasty Minerals 0.00% 500 $960 New
PSA Public Storage 0.00% 3 $955 New
AMCR Amcor PLC 0.00% 22 $954 New
VST Vistra Corp. 0.00% 6 $952 New
XBI SS SPDR S&P Biotech ETF 0.00% 6 $950 New
FLO Flowers Foods Inc. 0.00% 120 $949 New
BIPC Brookfield Infrastructure-A 0.00% 24 $924 New
JIRE JPMorgan Int Res Enh Eqty 0.00% 11 $907 New
LW Lamb Weston Holdings Inc. 0.00% 21 $907 New
MCO Moody's Corp. 0.00% 2 $906 New
IAGG iShares Intl Aggregate Bond 0.00% 18 $895 Reduce -99.8%
IWR iShares Russell Mid-Cap ETF 0.00% 8 $883 New
ASHR Xtrackers Harvest Csi 300 CH 0.00% 24 $880 New
EXR Extra Space Storage Inc. 0.00% 6 $872 New
TEM Tempus AI Inc. Class A 0.00% 15 $869 New
AVEM Avantis Emerging Markets Eq 0.00% 9 $868 New
DXJ Wisdomtree Japan Hedged Eq 0.00% 5 $868 New
FWONK Liberty Media Corp. Class C 0.00% 9 $856 New
VRIG Invesco Variable Rate Invest 0.00% 34 $852 New
FSM Fortuna Mining Corp. 0.00% 100 $845 New
EWW iShares MSCI Mexico ETF 0.00% 11 $828 New
CRDO Credo Technology Group Holdi 0.00% 3 $816 New
AVY Avery Dennison Corp. 0.00% 5 $812 New
MOO Vaneck Agribusiness ETF 0.00% 10 $812 New
BMRN Biomarin Pharmaceutical Inc. 0.00% 14 $801 New
KTOS Kratos Defense & Security 0.00% 16 $798 New
FBCV Fidelity Blue Chip Value ETF 0.00% 20 $796 New
HMY Harmony Gold MNG-Spon ADR 0.00% 52 $791 New
WTW Willis Towers Watson PLC 0.00% 3 $784 New
HEI.A Heico Corp. Class A 0.00% 3 $774 New
CINF Cincinnati Financial Corp. 0.00% 4 $741 New
AAXJ iShares MSCI All Country Asi 0.00% 6 $716 New
U Unity Software Inc. 0.00% 25 $715 New
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.00% 2 $715 New
IJT iShares S&P Small-Cap 600 GR 0.00% 4 $714 New
ISTB iShares Core 1-5 Year Usd Bo 0.00% 15 $713 New
FSLR First Solar Inc. 0.00% 3 $708 New
MRNA Moderna Inc. 0.00% 10 $700 New
CPAY Corpay Inc. 0.00% 2 $667 New
BMNR Bitmine Immersion Technologi 0.00% 50 $666 New
SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE 0.00% 9 $666 New
GPN Global Payments Inc. 0.00% 9 $653 New
NWS News Corp. Class B 0.00% 23 $645 New
PGHY Invesco Global Ex US High Yi 0.00% 33 $642 New
UPWK Upwork Inc. 0.00% 76 $635 New
XNROX Neu Re Est Sec Inc. FD Inc.-US 0.00% 200 $606 New
TFI SS SPDR N Ice Muni Bond ETF 0.00% 13 $606 New
FDXF FedEx Freight Holding Co. 0.00% 4 $604 New
EEMV iShares MSCI Emg MKT Min Vol 0.00% 8 $602 New
AIG American International Group 0.00% 8 $596 New
PLUG Plug Power Inc. filed as PLUG PWR INC 0.00% 212 $575 New
PYPL PayPal Holdings Inc. 0.00% 13 $561 New
REZI Resideo Technologies Inc. 0.00% 18 $560 New
CRWV Coreweave Inc. Class A 0.00% 5 $498 New
AMP Ameriprise Financial Inc. 0.00% 1 $459 New
REGL Prshrs S&P Mid 400 DVD Arist 0.00% 5 $458 New
INCY Incyte Corp. 0.00% 4 $453 New
INVH Invitation Homes Inc. 0.00% 15 $453 New
WWR Westwater Resources Inc. 0.00% 885 $447 New
SNAP Snap Inc. Class A 0.00% 100 $444 New
ODFL Old Dominion Freight Line 0.00% 2 $433 New
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.00% 6 $423 New
FOX Fox Corp. Class B 0.00% 9 $422 New
NCIQ Hashdex Nasdaq Cme Crypto Inc. 0.00% 28 $409 New
GTX Garrett Motion Inc. 0.00% 11 $399 New
WDAY Workday Inc. Class A 0.00% 3 $367 New
SOFI Sofi Technologies Inc. 0.00% 20 $359 New
WPC WP Carey Inc. 0.00% 5 $358 New
LULU Lululemon Athletica Inc. 0.00% 3 $343 New
FAST Fastenal Co. 0.00% 7 $336 New
ILTB iShares Core 10+ Year Usd Bo 0.00% 6 $317 New
P Everpure Inc. Class A 0.00% 4 $315 New
NTAP Netapp Inc. 0.00% 2 $310 New
NOK Nokia Corp.-Spon ADR 0.00% 21 $279 New
DBC Invesco DB Commodity Index T 0.00% 10 $267 New
GVI iShares Intermediate Governm 0.00% 3 $266 New
SCZ iShares MSCI Eafe Small-Cap 0.00% 3 $247 New
OILK Pros K-1 Free CR Oil ETF-Usd 0.00% 5 $237 New
M Macy's Inc. 0.00% 10 $236 New
CCI Crown Castle Inc. 0.00% 3 $227 New
ICLN iShares Global Clean Energy 0.00% 11 $225 New
EETH Proshares Ether ETF-Usd Inc. 0.00% 11 $219 New
ECHO Echostar Corp. Class A 0.00% 2 $203 New
EPR Epr Properties filed as EPR PPTYS 0.00% 3 $188 New
CNP Centerpoint Energy Inc. 0.00% 4 $176 New
NI Nisource Inc. 0.00% 3 $143 New
ASIX Advansix Inc. 0.00% 7 $139 New
OCEAN POWER TECHNOLOGIES INC 0.00% 500 $131 New
EBND State Street SPDR Bloomberg 0.00% 6 $126 New
SNDL SNDL Inc. 0.00% 92 $124 New
DLTR Dollar Tree Inc. 0.00% 1 $121 New
MRP Millrose Properties 0.00% 4 $120 New
MVIS Microvision Inc. 0.00% 345 $113 New
RDW Redwire Corp. 0.00% 9 $110 New
LCID Lucid Group Inc. 0.00% 16 $107 New
ZIM Zim Integrated Shipping Serv 0.00% 4 $104 New
ABTC American Bitcoin Corp. 0.00% 150 $102 New
VGNT Versigent PLC 0.00% 2 $84 New
DXC DXC Technology Co. 0.00% 8 $71 New
FDLO Fidelity Low Volat Fact ETF 0.00% 1 $68 New
APA Apa Corp. 0.00% 2 $65 New
GIAX Nicholas GLBL Eq Inc. ETF 0.00% 3 $51 New
SLDP Solid Power Inc. 0.00% 13 $34 New
BBW Build-A-Bear Workshop Inc. 0.00% 1 $31 New
MAXI Simplify Bitcoin STRT ETF-Ui 0.00% 3 $25 New
CGC Canopy Growth Corp. 0.00% 23 $22 New
TORO Toro Corp. 0.00% 4 $19 New
SPMB SS SPDR P Mort Back Bond ETF 0.00% 1 $13 New
CTRM Castor Maritime Inc. 0.00% 4 $8 New
ACB Aurora Cannabis Inc. 0.00% 2 $6 New
AMC AMC Entertainment HLDS Class A 0.00% 2 $4 New
BTTC Black Titan Corp. 0.00% 1 $1 New
Other holdings (1): bonds, preferreds, convertibles and warrants · $5K (not counted above)
SecurityClassShares / PrincipalValueChange
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 4$5KNew

Total filed on the 13F, all lines: $374.1M.

Portfolio Sells Q1 2026 → Q2 2026

CVX Chevron Corp. Reduce -6.1% 0.84% −0.55
KO The Coca-Cola Co. Reduce -22.4% 1.09% −0.55
SBUX Starbucks Corp. Reduce -96.6% 0.01% −0.40
SCHD Schwab US DVD Equity ETF Reduce -2.5% 1.52% −0.36
RSP Invesco S&P 500 Equal Weight Reduce -1.5% 1.71% −0.24
XOM Exxon Mobil Corp. Reduce -6.6% 0.31% −0.20
SCHW Schwab (charles) Corp. Reduce -5.2% 0.59% −0.20
SCHG Schwab US Large-Cap Growth Reduce -1.1% 2.29% −0.19
JAAA Janus Henderson Aaa Clo ETF Reduce -7.1% 0.51% −0.17
BKNG Booking Holdings Inc. Reduce -8.2% 0.51% −0.14
IAGG iShares Intl Aggregate Bond Reduce -99.8% 0.00% −0.14
EFV iShares MSCI Eafe Value ETF Reduce -52.2% 0.08% −0.13
GOOGL Alphabet Inc. Class A Reduce -7.3% 1.58% −0.13
FTEC Fidelity MSCI Info Tech Indx Reduce -94.0% 0.01% −0.12
IBIT iShares Bitcoin Trust ETF Reduce -12.2% 0.19% −0.12
VZ Verizon Communications Inc. Reduce -1.0% 0.24% −0.12
DIS The Walt Disney Co. Reduce -3.9% 0.38% −0.11
CRM Salesforce Inc. Reduce -8.9% 0.18% −0.11
QUAL iShares MSCI USA Quality Fac Reduce -86.9% 0.01% −0.11
T AT&T Inc. Reduce -1.3% 0.14% −0.11
ADBE Adobe Inc. Reduce -19.1% 0.13% −0.10
IQV Iqvia Holdings Inc. Reduce -9.5% 0.49% −0.10
SCHH Schwab US REIT ETF Reduce -6.5% 0.49% −0.10
MA Mastercard Inc. Class A Reduce -5.4% 0.36% −0.10
ADSK Autodesk Inc. Reduce -8.1% 0.15% −0.10
CHKP Check Point Software Tech Reduce -10.6% 0.19% −0.10
QCOM Qualcomm Inc. Reduce -48.8% 0.14% −0.10
V Visa Inc. Class A Reduce -7.4% 0.53% −0.10
XLV SS Health Care Select Sector Reduce -55.7% 0.06% −0.10
SCHM Schwab US Mid Cap ETF Reduce -0.3% 1.92% −0.09
APD Air Products & Chemicals Inc. Reduce -8.8% 0.26% −0.09
DUK Duke Energy Corp. Reduce -1.5% 0.29% −0.09
COR Cencora Inc. Reduce -7.0% 0.18% −0.09
FBND Fidelity Total Bond ETF Reduce -46.7% 0.07% −0.09
VEA Vanguard Ftse Developed ETF Reduce -6.2% 0.38% −0.07
IVE iShares S&P 500 Value ETF Reduce -11.9% 0.24% −0.07
POCT Innovator U.S. Equity Power Reduce -0.3% 0.46% −0.07
XTL SS SPDR S&P Telecom ETF Reduce -73.4% 0.03% −0.07
IEMG iShares Core MSCI Emerging Reduce -25.5% 0.17% −0.07
XLF SS Financial Select Sector Reduce -65.5% 0.03% −0.07
VDC Vanguard Consumer Staple ETF Reduce -26.1% 0.09% −0.06
SHY iShares 1-3 Year Treasury Bo Reduce -43.1% 0.05% −0.06
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -18.5% 0.11% −0.06
AGG iShares Core U.S. Aggregate Reduce -41.9% 0.05% −0.06
NGG National Grid PLC-SP ADR Reduce -3.2% 0.18% −0.06
BND Vanguard Total Bond Market Reduce -3.9% 0.17% −0.05
ABNB Airbnb Inc. Class A Reduce -8.3% 0.26% −0.05
CTEV Claritev Corp. Reduce -95.3% 0.00% −0.05
VPU Vanguard Utilities ETF Reduce -55.4% 0.03% −0.05
VCR Vanguard Consumer Discre ETF Reduce -48.4% 0.04% −0.05

Portfolio Buys Q1 2026 → Q2 2026

IVV iShares Core S&P 500 ETF Add +36.0% 1.53% +0.31
AJG Arthur J Gallagher & Co. New 0.26% +0.26
SPGI S&P Global Inc. Class W New 0.25% +0.25
NFLX Netflix Inc. Add +373.6% 0.29% +0.18
SPCX Space Exploration Techn Class A New 0.16% +0.16
EJAN Innovator Emerging Markets P Add +59.6% 0.38% +0.10
TXN Texas Instruments Inc. New 0.10% +0.10
KLAC KLA Corp. New 0.10% +0.10
IALT Ishrs SYS Alt Act ETF New 0.10% +0.10
CORO Ish Intl CTRY Rot Act ETF New 0.09% +0.09
SMH Vaneck Semiconductor ETF New 0.09% +0.09
CVS CVS Health Corp. New 0.08% +0.08
AMD Advanced Micro Devices New 0.08% +0.08
APLD Applied Digital Corp. New 0.08% +0.08
DDFA Invtr Eqt DD 15 BFR ETF Aprl New 0.08% +0.08
GGOV iShares Global GB Usd Ha ETF New 0.08% +0.08
LRCX Lam Research Corp. Add +3.2% 0.19% +0.08
SPMO Invesco S&P 500 Momentum ETF New 0.07% +0.07
AEP American Electric Power New 0.07% +0.07
WDC Western Digital Corp. New 0.06% +0.06
ETN Eaton Corp. PLC New 0.06% +0.06
COF Capital One Financial Corp. New 0.06% +0.06
UNH Unitedhealth Group Inc. New 0.06% +0.06
QQQM Invesco Nasdaq 100 ETF Add +15.3% 0.40% +0.06
QYLD Global X Nasd 100 Cov Call New 0.06% +0.06
CMI Cummins Inc. New 0.06% +0.06
ASCI Abrdn Internal Small Ca ETF New 0.06% +0.06
EVSD Eaton Vance SHRT Dur Inc. New 0.06% +0.06
SYY Sysco Corp. New 0.06% +0.06
BTI British American Tob-SP ADR New 0.05% +0.05
QTUM Defiance Quantum ETF New 0.05% +0.05
ISCG iShares Morningstar Small-Ca New 0.05% +0.05
SYSB iShares Systematic Bond ETF New 0.05% +0.05
GLW Corning Inc. New 0.05% +0.05
IXN iShares Global Tech ETF New 0.05% +0.05
NVIR Horizon Kin Enrg & Remed ETF New 0.05% +0.05
EIX Edison International New 0.05% +0.05
ADI Analog Devices Inc. New 0.05% +0.05
EXC Exelon Corp. New 0.05% +0.05
USMC Principal US Mega-Cap ETF New 0.05% +0.05
CSCO Cisco Systems Inc. Add +5.1% 0.22% +0.05
QQQ Invesco QQQ Trust Series 1 Add +5.0% 0.66% +0.05
PAPR Innovator U.S. Equity Power Add +81.7% 0.13% +0.05
JCPB JPMorgan Core Plus Bond ETF New 0.05% +0.05
UPS United Parcel Service Class B New 0.05% +0.05
ACN Accenture PLC Class A New 0.05% +0.05
IDV iShares International Select New 0.05% +0.05
SPHY SS SPDR P High Yield ETF New 0.05% +0.05
DOC Healthpeak Properties Inc. New 0.05% +0.05
IMCB iShares Morningstar Mid-Cap New 0.05% +0.05

Notes & Other Activity Q1 2026 → Q2 2026

BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L New 4 $5K

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

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,448$374.1MSCHB, SCHV, BINC, SCHG, SCHJ
Q1 2026 227$300.7MSCHB, SCHV, BINC, SCHJ, SCHG
Q4 2025 1,307$325.1MSCHB, SCHV, BINC, SCHG, SCHJ
Q3 2025 846$101.7MMSFT, GOOGL, AMZN, META, TSM
Q2 2025 1,170$273.9MSCHB, SCHV, SCHG, MSFT, BINC
Q1 2025 1,134$251.1MSCHB, SCHV, SCHG, BINC, SCHM
Q4 2024 1,140$255.7MSCHB, SCHV, SCHG, MSFT, SCHM
Q3 2024 956$246.7MSCHB, SCHV, SCHG, MSFT, SCHM
Q2 2024 928$222.6MSCHB, SCHV, SCHG, MSFT, SCHM
Q1 2024 933$213.9MSCHB, SCHV, SCHG, MSFT, SCHM