Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
APPLE INC | 107,229 | -1,570 | $18,388 |
AAPL | 107,229 | -1,570 | $18,388 |
ISHARES TR (IVV) | 26,439 | -318 | $13,900 |
IVV | 26,439 | -318 | $13,900 |
SCHWAB STRATEGIC TR | 164,789 | +4,896 | $13,287 |
SCHD | 164,789 | +4,896 | $13,287 |
INVESCO QQQ TR | 25,594 | +1,076 | $11,364 |
QQQ | 25,594 | +1,076 | $11,364 |
SPDR S&P 500 ETF TR (SPY) | 20,208 | +3,788 | $10,570 |
SPY | 20,208 | +3,788 | $10,570 |
VANGUARD INDEX FDS (VTV) | 61,675 | -1,170 | $10,044 |
VTV | 61,675 | -1,170 | $10,044 |
VANGUARD TAX MANAGED FDS (VEA) | 185,483 | +24,281 | $9,306 |
VEA | 185,483 | +24,281 | $9,306 |
ISHARES TR (ITOT) | 73,419 | +349 | $8,465 |
ITOT | 73,419 | +349 | $8,465 |
MICROSOFT CORP | 19,543 | -426 | $8,222 |
MSFT | 19,543 | -426 | $8,222 |
VANGUARD SPECIALIZED FUNDS (VIG) | 41,783 | +2,191 | $7,630 |
VIG | 41,783 | +2,191 | $7,630 |
SCHWAB STRATEGIC TR | 143,066 | +34,378 | $6,581 |
SCHZ | 143,066 | +34,378 | $6,581 |
ISHARES TR (LRGF) | 122,073 | -3,404 | $6,569 |
LRGF | 122,073 | -3,404 | $6,569 |
VANGUARD INDEX FDS (VTI) | 22,596 | +1,839 | $5,873 |
VTI | 22,596 | +1,839 | $5,873 |
AMAZON COM INC | 31,861 | +193 | $5,747 |
AMZN | 31,861 | +193 | $5,747 |
ISHARES TR (IXN) | 74,268 | +83 | $5,556 |
IXN | 74,268 | +83 | $5,556 |
BERKSHIRE HATHAWAY INC DEL | $5,123 | ||
BRK.B | 12,183 | +1,013 | $5,123 |
VANGUARD INDEX FDS (VB) | 22,289 | +3,893 | $5,095 |
VB | 22,289 | +3,893 | $5,095 |
FIRST TR VALUE LINE DIVID IN (FVD) | 118,333 | +778 | $4,997 |
FVD | 118,333 | +778 | $4,997 |
SCHWAB STRATEGIC TR | 96,958 | +1,661 | $4,913 |
SCHK | 96,958 | +1,661 | $4,913 |
CAPITAL GROUP DIVIDEND VALUE | 147,986 | +28,861 | $4,810 |
CGDV | 147,986 | +28,861 | $4,810 |
SCHWAB STRATEGIC TR | 75,777 | -1,519 | $4,703 |
SCHX | 75,777 | -1,519 | $4,703 |
NVIDIA CORPORATION | 5,082 | +94 | $4,592 |
NVDA | 5,082 | +94 | $4,592 |
VANECK ETF TRUST (MOTG) | 123,910 | +199 | $4,541 |
MOTG | 123,910 | +199 | $4,541 |
FIRST TR EXCHANGE TRADED FD (FTCS) | 50,852 | -1,942 | $4,355 |
FTCS | 50,852 | -1,942 | $4,355 |
VANGUARD INTL EQUITY INDEX F (VWO) | 100,669 | -679 | $4,205 |
VWO | 100,669 | -679 | $4,205 |
ISHARES TR (IOO) | 46,608 | +4,140 | $4,167 |
IOO | 46,608 | +4,140 | $4,167 |
ISHARES INC (IEMG) | 75,572 | -1,266 | $3,900 |
IEMG | 75,572 | -1,266 | $3,900 |
INVESCO EXCHANGE TRADED FD T (XMHQ) | 34,838 | +442 | $3,834 |
XMHQ | 34,838 | +442 | $3,834 |
CAPITAL GROUP GBL GROWTH EQT | 131,970 | +25,100 | $3,801 |
CGGO | 131,970 | +25,100 | $3,801 |
ISHARES TR (OEF) | 15,059 | +744 | $3,726 |
OEF | 15,059 | +744 | $3,726 |
ALPHABET INC | 24,107 | -528 | $3,670 |
GOOG | 24,107 | -528 | $3,670 |
SIREN ETF TR (DFND) | 87,334 | +3,709 | $3,618 |
DFND | 87,334 | +3,709 | $3,618 |
JPMORGAN CHASE & CO | 17,635 | +18 | $3,532 |
JPM | 17,635 | +18 | $3,532 |
VANGUARD INDEX FDS (VOO) | 7,079 | +112 | $3,403 |
VOO | 7,079 | +112 | $3,403 |
ISHARES TR (IJR) | 30,643 | +1,909 | $3,387 |
IJR | 30,643 | +1,909 | $3,387 |
CSX CORP | 91,286 | +23 | $3,384 |
CSX | 91,286 | +23 | $3,384 |
VANGUARD INDEX FDS (VO) | 13,216 | +267 | $3,302 |
VO | 13,216 | +267 | $3,302 |
CAPITAL GROUP GROWTH ETF (CGGR) | 102,690 | +22,628 | $3,285 |
CGGR | 102,690 | +22,628 | $3,285 |
VANGUARD WORLD FD (VGT) | 5,735 | +515 | $3,007 |
VGT | 5,735 | +515 | $3,007 |
ISHARES TR (USMV) | 35,705 | -211 | $2,984 |
USMV | 35,705 | -211 | $2,984 |
VANGUARD INDEX FDS (VBR) | 15,471 | +1,713 | $2,969 |
VBR | 15,471 | +1,713 | $2,969 |
VANGUARD CHARLOTTE FDS (BNDX) | 59,833 | +4,866 | $2,943 |
BNDX | 59,833 | +4,866 | $2,943 |
PROLOGIS INC. | 22,000 | -7 | $2,865 |
PLD | 22,000 | -7 | $2,865 |
LINCOLN ELEC HLDGS INC | 11,211 | +38 | $2,864 |
LECO | 11,211 | +38 | $2,864 |
VANGUARD STAR FDS (VXUS) | 47,044 | +2,820 | $2,837 |
VXUS | 47,044 | +2,820 | $2,837 |
VANGUARD SCOTTSDALE FDS (VCIT) | 33,471 | +2,217 | $2,695 |
VCIT | 33,471 | +2,217 | $2,695 |
EATON CORP PLC | 8,341 | -100 | $2,608 |
ETN | 8,341 | -100 | $2,608 |
ALPHABET INC | 17,233 | -333 | $2,601 |
GOOGL | 17,233 | -333 | $2,601 |
VANGUARD WHITEHALL FDS (VIGI) | 31,820 | +3,010 | $2,594 |
VIGI | 31,820 | +3,010 | $2,594 |
ISHARES TR (INTF) | 86,799 | +1,503 | $2,590 |
INTF | 86,799 | +1,503 | $2,590 |
ISHARES INC (EEMV) | 43,924 | +328 | $2,486 |
EEMV | 43,924 | +328 | $2,486 |
SCHWAB STRATEGIC TR | 50,125 | +1,506 | $2,468 |
SCHA | 50,125 | +1,506 | $2,468 |
VANECK ETF TRUST (MOAT) | 25,352 | +471 | $2,279 |
MOAT | 25,352 | +471 | $2,279 |
PIMCO ETF TR (MINT) | 22,113 | +2,454 | $2,223 |
MINT | 22,113 | +2,454 | $2,223 |
FIRST TR EXCHANGE TRADED FD (FXG) | 29,862 | -165 | $2,045 |
FXG | 29,862 | -165 | $2,045 |
VANGUARD WHITEHALL FDS (VYM) | 16,359 | +193 | $1,979 |
VYM | 16,359 | +193 | $1,979 |
VANGUARD INDEX FDS (VNQ) | 22,643 | +2,876 | $1,958 |
VNQ | 22,643 | +2,876 | $1,958 |
WISDOMTREE TR | 29,136 | -6,042 | $1,900 |
DLS | 29,136 | -6,042 | $1,900 |
FIRST TR EXCHANGE TRADED FD (AIRR) | 27,987 | +5,905 | $1,884 |
AIRR | 27,987 | +5,905 | $1,884 |
ISHARES TR (IXJ) | 20,092 | +169 | $1,872 |
IXJ | 20,092 | +169 | $1,872 |
PROGRESSIVE CORP | 8,965 | -510 | $1,854 |
PGR | 8,965 | -510 | $1,854 |
ISHARES TR (IHI) | 31,427 | +744 | $1,841 |
IHI | 31,427 | +744 | $1,841 |
BROADCOM INC | 1,360 | -253 | $1,803 |
AVGO | 1,360 | -253 | $1,803 |
ISHARES TR (MTUM) | 9,507 | -246 | $1,781 |
MTUM | 9,507 | -246 | $1,781 |
SCHWAB STRATEGIC TR | 36,811 | +9,388 | $1,775 |
SCHO | 36,811 | +9,388 | $1,775 |
CAPITAL GROUP CORE EQUITY ET | 56,751 | +1,149 | $1,768 |
CGUS | 56,751 | +1,149 | $1,768 |
J P MORGAN EXCHANGE TRADED F (JGRO) | 25,026 | +300 | $1,757 |
JGRO | 25,026 | +300 | $1,757 |
NORTHROP GRUMMAN CORP | 3,621 | +160 | $1,733 |
NOC | 3,621 | +160 | $1,733 |
COINBASE GLOBAL INC | 6,467 | +850 | $1,715 |
COIN | 6,467 | +850 | $1,715 |
VANGUARD INDEX FDS (VV) | 7,003 | +116 | $1,679 |
VV | 7,003 | +116 | $1,679 |
CAPITAL GROUP INTL FOCUS EQT | 65,032 | +111 | $1,677 |
CGXU | 65,032 | +111 | $1,677 |
ISHARES TR (EFAV) | 23,284 | -389 | $1,650 |
EFAV | 23,284 | -389 | $1,650 |
SPDR SER TR (SPTL) | 58,701 | -1,974 | $1,640 |
SPTL | 58,701 | -1,974 | $1,640 |
VANGUARD INDEX FDS (VUG) | 4,722 | +83 | $1,625 |
VUG | 4,722 | +83 | $1,625 |
JOHNSON & JOHNSON | 10,224 | -144 | $1,617 |
JNJ | 10,224 | -144 | $1,617 |
FIRST TR EXCHANGE TRADED FD (FDN) | 7,733 | -45 | $1,586 |
FDN | 7,733 | -45 | $1,586 |
UNITEDHEALTH GROUP INC | 3,195 | -141 | $1,580 |
UNH | 3,195 | -141 | $1,580 |
INTERNATIONAL BUSINESS MACHS | 8,246 | +42 | $1,575 |
IBM | 8,246 | +42 | $1,575 |
COSTCO WHSL CORP NEW | 2,091 | -3 | $1,532 |
COST | 2,091 | -3 | $1,532 |
SCHWAB STRATEGIC TR | 18,815 | +451 | $1,532 |
SCHM | 18,815 | +451 | $1,532 |
FIRST TR EXCHANGE TRADED FD (FPX) | 14,148 | -93 | $1,497 |
FPX | 14,148 | -93 | $1,497 |
META PLATFORMS INC | 3,078 | +51 | $1,495 |
META | 3,078 | +51 | $1,495 |
PACER FDS TR | $1,486 | ||
INDUSTRIAL RELET | 29,742 | -8,221 | $1,182 |
ICOW | 9,509 | +17 | $304 |
AFLAC INC | 17,254 | UNCH | $1,481 |
AFL | 17,254 | UNCH | $1,481 |
PACER FDS TR | 24,774 | +5,202 | $1,440 |
COWZ | 24,774 | +5,202 | $1,440 |
ISHARES TR (IEFA) | 19,085 | -3,877 | $1,416 |
IEFA | 19,085 | -3,877 | $1,416 |
TESLA INC | 8,035 | -94 | $1,413 |
TSLA | 8,035 | -94 | $1,413 |
FIRST TR EXCH TRADED FD III (FTLS) | 22,884 | +414 | $1,411 |
FTLS | 22,884 | +414 | $1,411 |
ISHARES TR (JXI) | 23,886 | +106 | $1,410 |
JXI | 23,886 | +106 | $1,410 |
SPDR SER TR (HYMB) | 53,444 | UNCH | $1,373 |
HYMB | 53,444 | UNCH | $1,373 |
ISHARES TR (USHY) | 36,167 | +7,455 | $1,323 |
USHY | 36,167 | +7,455 | $1,323 |
PACER FDS TR | 48,358 | +11,198 | $1,306 |
PSFF | 48,358 | +11,198 | $1,306 |
FIRST TR EXCHNG TRADED FD VI (FNOV) | 29,103 | -2,183 | $1,302 |
FNOV | 29,103 | -2,183 | $1,302 |
FIRST TR EXCHANGE TRADED FD (RDVY) | 22,917 | -1,697 | $1,287 |
RDVY | 22,917 | -1,697 | $1,287 |
KEURIG DR PEPPER INC | 41,676 | +41,676 | $1,278 |
KDP | 41,676 | +41,676 | $1,278 |
VANGUARD BD INDEX FDS (BND) | 17,415 | -3,952 | $1,265 |
BND | 17,415 | -3,952 | $1,265 |
ISHARES TR (IQLT) | 31,648 | +298 | $1,255 |
IQLT | 31,648 | +298 | $1,255 |
SCHWAB CHARLES FAMILY FD | $1,255 | ||
AMT TAX FREE MNY | 1,254,874 | +1,254,874 | $1,255 |
VANGUARD INDEX FDS (VOE) | 7,991 | +142 | $1,246 |
VOE | 7,991 | +142 | $1,246 |
ISHARES TR (TIP) | 11,541 | -530 | $1,240 |
TIP | 11,541 | -530 | $1,240 |
ISHARES TR (SMLF) | 19,253 | -269 | $1,224 |
SMLF | 19,253 | -269 | $1,224 |
ISHARES TR (IEF) | 12,751 | +382 | $1,207 |
IEF | 12,751 | +382 | $1,207 |
ELI LILLY & CO | 1,548 | +67 | $1,204 |
LLY | 1,548 | +67 | $1,204 |
CHEVRON CORP NEW | 7,451 | +69 | $1,175 |
CVX | 7,451 | +69 | $1,175 |
ISHARES INC (DVYE) | 44,807 | +9 | $1,172 |
DVYE | 44,807 | +9 | $1,172 |
SPDR SER TR (XAR) | 8,144 | +793 | $1,144 |
XAR | 8,144 | +793 | $1,144 |
INVESCO EXCHANGE TRADED FD T (PEY) | 55,138 | +3,033 | $1,139 |
PEY | 55,138 | +3,033 | $1,139 |
MASTERCARD INCORPORATED | 2,361 | -19 | $1,137 |
MA | 2,361 | -19 | $1,137 |
ISHARES INC (ACWV) | 10,707 | +215 | $1,127 |
ACWV | 10,707 | +215 | $1,127 |
VISA INC | 4,020 | -57 | $1,122 |
V | 4,020 | -57 | $1,122 |
T ROWE PRICE ETF INC (TDVG) | 29,374 | -220 | $1,116 |
TDVG | 29,374 | -220 | $1,116 |
PACER FDS TR | 22,313 | +3,348 | $1,097 |
CALF | 22,313 | +3,348 | $1,097 |
INTUIT | 1,670 | +2 | $1,086 |
INTU | 1,670 | +2 | $1,086 |
ISHARES TR (HDV) | 9,840 | +28 | $1,084 |
HDV | 9,840 | +28 | $1,084 |
ISHARES TR (EEM) | 26,211 | -213 | $1,077 |
EEM | 26,211 | -213 | $1,077 |
FIRST TR EXCHANGE TRADED FD (FIW) | 10,433 | -98 | $1,065 |
FIW | 10,433 | -98 | $1,065 |
BLACKROCK MUN INCOME TR | 102,706 | -367 | $1,061 |
BFK | 102,706 | -367 | $1,061 |
FIRST TR NASDAQ 100 TECH IND (QTEC) | 5,534 | UNCH | $1,055 |
QTEC | 5,534 | UNCH | $1,055 |
ISHARES TR (KXI) | 16,810 | +105 | $1,026 |
KXI | 16,810 | +105 | $1,026 |
FIRST TR EXCHANGE TRADED FD (FV) | 17,850 | +2 | $1,022 |
FV | 17,850 | +2 | $1,022 |
ISHARES TR (IBB) | 7,426 | +483 | $1,019 |
IBB | 7,426 | +483 | $1,019 |
EXXON MOBIL CORP | 8,557 | -34 | $995 |
XOM | 8,557 | -34 | $995 |
PARKER HANNIFIN CORP | 1,779 | -7 | $989 |
PH | 1,779 | -7 | $989 |
MCDONALDS CORP | 3,502 | +41 | $987 |
MCD | 3,502 | +41 | $987 |
INVESCO EXCHANGE TRADED FD T (EQWL) | 10,336 | +3,773 | $981 |
EQWL | 10,336 | +3,773 | $981 |
ISHARES INC (EMGF) | 21,817 | +935 | $972 |
EMGF | 21,817 | +935 | $972 |
ISHARES TR (IJH) | 15,761 | +12,545 | $957 |
IJH | 15,761 | +12,545 | $957 |
INNOVATOR ETFS TRUST (BALT) | 32,521 | +12,205 | $952 |
BALT | 32,521 | +12,205 | $952 |
PHILIP MORRIS INTL INC | 10,383 | -150 | $951 |
PM | 10,383 | -150 | $951 |
VANGUARD WHITEHALL FDS (VYMI) | 13,787 | +726 | $949 |
VYMI | 13,787 | +726 | $949 |
ASML HOLDING N V | 965 | -118 | $937 |
ASML | 965 | -118 | $937 |
TAIWAN SEMICONDUCTOR MFG LTD | 6,755 | -502 | $919 |
TSM | 6,755 | -502 | $919 |
DISNEY WALT CO | 7,492 | +599 | $917 |
DIS | 7,492 | +599 | $917 |
VANECK ETF TRUST (SMH) | 4,066 | +19 | $915 |
SMH | 4,066 | +19 | $915 |
TFS FINL CORP | 72,398 | +69 | $909 |
TFSL | 72,398 | +69 | $909 |
ISHARES TR (AGG) | 9,196 | -344 | $901 |
AGG | 9,196 | -344 | $901 |
SAP SE | 4,577 | -116 | $893 |
SAP | 4,577 | -116 | $893 |
ISHARES TR (SGOV) | 8,738 | +2,454 | $880 |
SGOV | 8,738 | +2,454 | $880 |
SPDR INDEX SHS FDS (SPEM) | 24,204 | +13,906 | $876 |
SPEM | 24,204 | +13,906 | $876 |
PROCTER AND GAMBLE CO | 5,382 | +292 | $873 |
PG | 5,382 | +292 | $873 |
VANGUARD INDEX FDS (VOT) | 3,627 | +3 | $855 |
VOT | 3,627 | +3 | $855 |
ORACLE CORP | 6,756 | -46 | $849 |
ORCL | 6,756 | -46 | $849 |
VANGUARD SCOTTSDALE FDS (VONG) | 9,722 | +14 | $843 |
VONG | 9,722 | +14 | $843 |
ASTRAZENECA PLC | 12,416 | -56 | $841 |
AZN | 12,416 | -56 | $841 |
NOVO NORDISK A S | 6,472 | +83 | $831 |
NVO | 6,472 | +83 | $831 |
J P MORGAN EXCHANGE TRADED F (JPST) | 16,445 | +2,814 | $830 |
JPST | 16,445 | +2,814 | $830 |
SCHWAB STRATEGIC TR | 10,915 | +48 | $829 |
SCHV | 10,915 | +48 | $829 |
VANGUARD WORLD FD (VDE) | 6,236 | +40 | $821 |
VDE | 6,236 | +40 | $821 |
ISHARES TR (USIG) | 16,138 | +8,708 | $819 |
USIG | 16,138 | +8,708 | $819 |
PNC FINL SVCS GROUP INC | 5,049 | +6 | $816 |
PNC | 5,049 | +6 | $816 |
SCHWAB STRATEGIC TR | 11,946 | +2,385 | $805 |
FNDX | 11,946 | +2,385 | $805 |
VANGUARD SCOTTSDALE FDS (VCSH) | 10,368 | -173 | $802 |
VCSH | 10,368 | -173 | $802 |
ISHARES TR (RXI) | 4,740 | +66 | $796 |
RXI | 4,740 | +66 | $796 |
VANGUARD MUN BD FDS (VTEB) | 15,567 | -657 | $788 |
VTEB | 15,567 | -657 | $788 |
HOME DEPOT INC | 2,029 | -1 | $778 |
HD | 2,029 | -1 | $778 |
MERCK & CO INC | 5,879 | -69 | $776 |
MRK | 5,879 | -69 | $776 |
TRANSDIGM GROUP INC | 609 | +5 | $750 |
TDG | 609 | +5 | $750 |
SCHWAB STRATEGIC TR | 8,079 | +71 | $749 |
SCHG | 8,079 | +71 | $749 |
ISHARES TR (IYH) | 12,081 | +10,146 | $748 |
IYH | 12,081 | +10,146 | $748 |
ABBVIE INC | 4,051 | +613 | $738 |
ABBV | 4,051 | +613 | $738 |
GOLDMAN SACHS GROUP INC | 1,762 | +10 | $736 |
GS | 1,762 | +10 | $736 |
SCHWAB STRATEGIC TR | 13,847 | +2,030 | $722 |
SCHP | 13,847 | +2,030 | $722 |
ISHARES TR (IWP) | 6,206 | UNCH | $708 |
IWP | 6,206 | UNCH | $708 |
CATERPILLAR INC | 1,897 | -31 | $695 |
CAT | 1,897 | -31 | $695 |
DIMENSIONAL ETF TRUST (DFAC) | 21,560 | +1,839 | $689 |
DFAC | 21,560 | +1,839 | $689 |
LITMAN GREGORY FDS TR | 23,885 | -34,287 | $685 |
DBMF | 23,885 | -34,287 | $685 |
GENERAL ELECTRIC CO | 3,884 | +177 | $682 |
GE | 3,884 | +177 | $682 |
ISHARES TR (MUB) | 6,262 | -355 | $674 |
MUB | 6,262 | -355 | $674 |
SCHWAB STRATEGIC TR | 11,022 | +10 | $673 |
SCHB | 11,022 | +10 | $673 |
ISHARES TR (GOVT) | 28,786 | +13,165 | $655 |
GOVT | 28,786 | +13,165 | $655 |
ABBOTT LABS | 5,721 | +576 | $650 |
ABT | 5,721 | +576 | $650 |
ISHARES TR (DVY) | 5,166 | +8 | $636 |
DVY | 5,166 | +8 | $636 |
SCHWAB STRATEGIC TR | 25,142 | -382 | $635 |
SCHE | 25,142 | -382 | $635 |
HONEYWELL INTL INC | 3,065 | -646 | $629 |
HON | 3,065 | -646 | $629 |
PEPSICO INC | 3,538 | -223 | $619 |
PEP | 3,538 | -223 | $619 |
INVESCO EXCH TRADED FD TR II (RWK) | 5,352 | +771 | $616 |
RWK | 5,352 | +771 | $616 |
HUNTINGTON BANCSHARES INC (HBAN) | 44,069 | +66 | $615 |
HBAN | 44,069 | +66 | $615 |
BRISTOL MYERS SQUIBB CO | 11,250 | +333 | $610 |
BMY | 11,250 | +333 | $610 |
MARRIOTT INTL INC NEW | 2,397 | +4 | $605 |
MAR | 2,397 | +4 | $605 |
INVESCO EXCH TRADED FD TR II (SPLV) | 9,135 | +18 | $602 |
SPLV | 9,135 | +18 | $602 |
THERMO FISHER SCIENTIFIC INC | 1,035 | +25 | $602 |
TMO | 1,035 | +25 | $602 |
LOWES COS INC | 2,327 | +137 | $593 |
LOW | 2,327 | +137 | $593 |
CONOCOPHILLIPS | 4,649 | -26 | $592 |
COP | 4,649 | -26 | $592 |
ISHARES TR (IVW) | 7,011 | +135 | $592 |
IVW | 7,011 | +135 | $592 |
RTX CORPORATION | 5,979 | -30 | $583 |
RTX | 5,979 | -30 | $583 |
VANGUARD SCOTTSDALE FDS (VGIT) | 9,948 | +53 | $582 |
VGIT | 9,948 | +53 | $582 |
VANECK ETF TRUST (MOTI) | 18,649 | -276 | $580 |
MOTI | 18,649 | -276 | $580 |
INVESCO EXCHANGE TRADED FD T (RSPU) | 10,141 | +2,010 | $574 |
RSPU | 10,141 | +2,010 | $574 |
FIRST TR EXCHNG TRADED FD VI (FMAY) | 13,192 | -4,473 | $570 |
FMAY | 13,192 | -4,473 | $570 |
ISHARES TR (IGF) | 11,935 | -124 | $568 |
IGF | 11,935 | -124 | $568 |
SELECT SECTOR SPDR TR (XLE) | 5,993 | +41 | $566 |
XLE | 5,993 | +41 | $566 |
FIRST TR EXCHNG TRADED FD VI (GJAN) | 15,600 | +7,355 | $560 |
GJAN | 15,600 | +7,355 | $560 |
DANAHER CORPORATION | 2,239 | -188 | $559 |
DHR | 2,239 | -188 | $559 |
VANGUARD MALVERN FDS (VTIP) | 11,630 | +651 | $557 |
VTIP | 11,630 | +651 | $557 |
FIRST TR EXCH TRD ALPHDX FD (FEM) | 24,251 | -990 | $555 |
FEM | 24,251 | -990 | $555 |
FORTUNE BRANDS INNOVATIONS I | 6,466 | UNCH | $547 |
FBIN | 6,466 | UNCH | $547 |
ISHARES TR (ILCG) | 7,218 | -32 | $545 |
ILCG | 7,218 | -32 | $545 |
VANGUARD INTL EQUITY INDEX F (VEU) | 9,146 | +28 | $536 |
VEU | 9,146 | +28 | $536 |
LISTED FD TR | 25,795 | +13,872 | $535 |
HEGD | 25,795 | +13,872 | $535 |
QUALCOMM INC | 3,123 | -51 | $529 |
QCOM | 3,123 | -51 | $529 |
ISHARES TR (IWF) | 1,550 | +1 | $523 |
IWF | 1,550 | +1 | $523 |
DAVIS FUNDAMENTAL ETF TR (DINT) | 26,855 | UNCH | $518 |
DINT | 26,855 | UNCH | $518 |
L3HARRIS TECHNOLOGIES INC | 2,358 | -1 | $503 |
LHX | 2,358 | -1 | $503 |
FIDELITY COVINGTON TRUST | 11,819 | +109 | $501 |
FUTY | 11,819 | +109 | $501 |
VANGUARD WORLD FD (VHT) | 1,818 | +4 | $492 |
VHT | 1,818 | +4 | $492 |
VANGUARD INTL EQUITY INDEX F (VT) | 4,409 | +207 | $487 |
VT | 4,409 | +207 | $487 |
ISHARES TR (IVE) | 2,601 | -1,278 | $486 |
IVE | 2,601 | -1,278 | $486 |
COMCAST CORP NEW | 11,165 | -690 | $484 |
CMCSA | 11,165 | -690 | $484 |
TOTALENERGIES SE | 6,881 | -64 | $474 |
TTE | 6,881 | -64 | $474 |
AT&T INC | 26,875 | -2,557 | $473 |
T | 26,875 | -2,557 | $473 |
SCHWAB CHARLES CORP | 6,511 | -24 | $471 |
SCHW | 6,511 | -24 | $471 |
INNOVATOR ETFS TRUST (KJAN) | 13,301 | +13,301 | $470 |
KJAN | 13,301 | +13,301 | $470 |
VANGUARD SCOTTSDALE FDS (VCLT) | 6,006 | +29 | $470 |
VCLT | 6,006 | +29 | $470 |
J P MORGAN EXCHANGE TRADED F (JEPI) | 8,090 | +1,482 | $468 |
JEPI | 8,090 | +1,482 | $468 |
FIRST TR LRG CP VL ALPHADEX (FTA) | 6,119 | +22 | $467 |
FTA | 6,119 | +22 | $467 |
VALERO ENERGY CORP | 2,722 | +20 | $465 |
VLO | 2,722 | +20 | $465 |
ILLINOIS TOOL WKS INC | 1,723 | -9 | $462 |
ITW | 1,723 | -9 | $462 |
ALIBABA GROUP HLDG LTD | 6,319 | +185 | $457 |
BABA | 6,319 | +185 | $457 |
ADOBE INC | 903 | -50 | $456 |
ADBE | 903 | -50 | $456 |
FIRST TR EXCHANGE TRADED FD (CIBR) | 8,084 | +3,023 | $456 |
CIBR | 8,084 | +3,023 | $456 |
FIRST TR EXCHANGE TRADED FD (EMLP) | 15,427 | +119 | $456 |
EMLP | 15,427 | +119 | $456 |
VANGUARD INDEX FDS (VBK) | 1,746 | +1 | $455 |
VBK | 1,746 | +1 | $455 |
PIMCO ETF TR (LDUR) | 4,750 | +6 | $451 |
LDUR | 4,750 | +6 | $451 |
AMERICAN EXPRESS CO | 1,978 | -1 | $450 |
AXP | 1,978 | -1 | $450 |
SALESFORCE INC | 1,482 | +6 | $446 |
CRM | 1,482 | +6 | $446 |
TEXAS INSTRS INC | 2,527 | -325 | $440 |
TXN | 2,527 | -325 | $440 |
STARBUCKS CORP | 4,783 | -95 | $437 |
SBUX | 4,783 | -95 | $437 |
KLA CORP | 621 | -8 | $434 |
KLAC | 621 | -8 | $434 |
NUVEEN MUNICIPAL CREDIT INC | 35,359 | +8,449 | $433 |
NZF | 35,359 | +8,449 | $433 |
INNOVATOR ETFS TRUST (PDEC) | 11,730 | +175 | $429 |
PDEC | 11,730 | +175 | $429 |
CARRIER GLOBAL CORPORATION | 7,340 | +17 | $427 |
CARR | 7,340 | +17 | $427 |
FIRST TR LRGE CP CORE ALPHA (FEX) | 4,288 | +2 | $426 |
FEX | 4,288 | +2 | $426 |
NEXTERA ENERGY INC | 6,601 | +123 | $422 |
NEE | 6,601 | +123 | $422 |
WELLS FARGO CO NEW | 7,282 | +115 | $422 |
WFC | 7,282 | +115 | $422 |
INVESCO EXCHANGE TRADED FD T (SPGP) | 3,918 | +353 | $417 |
SPGP | 3,918 | +353 | $417 |
VANGUARD BD INDEX FDS (BIV) | 5,522 | UNCH | $416 |
BIV | 5,522 | UNCH | $416 |
INTEL CORP | 9,418 | -28 | $416 |
INTC | 9,418 | -28 | $416 |
LOCKHEED MARTIN CORP | 913 | +3 | $415 |
LMT | 913 | +3 | $415 |
MARATHON PETE CORP | 2,059 | +80 | $415 |
MPC | 2,059 | +80 | $415 |
ISHARES TR (TLT) | 4,385 | +41 | $415 |
TLT | 4,385 | +41 | $415 |
INVESCO EXCHANGE TRADED FD T (RSPN) | 8,650 | +2,180 | $413 |
RSPN | 8,650 | +2,180 | $413 |
AUTOMATIC DATA PROCESSING IN | 1,651 | +39 | $412 |
ADP | 1,651 | +39 | $412 |
CME GROUP INC | 1,909 | -97 | $411 |
CME | 1,909 | -97 | $411 |
DBX ETF TR (DBEF) | 9,987 | +299 | $409 |
DBEF | 9,987 | +299 | $409 |
FEDEX CORP | 1,403 | -20 | $407 |
FDX | 1,403 | -20 | $407 |
ISHARES TR (TFLO) | 8,004 | +73 | $406 |
TFLO | 8,004 | +73 | $406 |
BP PLC | 10,716 | -71 | $404 |
BP | 10,716 | -71 | $404 |
ISHARES TR (DGRO) | 6,961 | +37 | $404 |
DGRO | 6,961 | +37 | $404 |
HILTON WORLDWIDE HLDGS INC | 1,892 | +79 | $404 |
HLT | 1,892 | +79 | $404 |
ISHARES TR (SCZ) | 6,306 | +203 | $399 |
SCZ | 6,306 | +203 | $399 |
PPG INDS INC | 2,742 | -11 | $397 |
PPG | 2,742 | -11 | $397 |
FIRST TR EXCHANGE TRADED FD (FXO) | 8,294 | +12 | $394 |
FXO | 8,294 | +12 | $394 |
AMETEK INC | 2,151 | +27 | $393 |
AME | 2,151 | +27 | $393 |
ISHARES TR (IGRO) | 5,832 | +16 | $393 |
IGRO | 5,832 | +16 | $393 |
DELTA AIR LINES INC DEL | 8,186 | -211 | $392 |
DAL | 8,186 | -211 | $392 |
DIAGEO PLC | 2,631 | -1,676 | $391 |
DEO | 2,631 | -1,676 | $391 |
SPDR GOLD TR (GLD) | 1,903 | -116 | $391 |
GLD | 1,903 | -116 | $391 |
VERIZON COMMUNICATIONS INC | 9,273 | -708 | $389 |
VZ | 9,273 | -708 | $389 |
EQUINIX INC | 469 | -200 | $387 |
EQIX | 469 | -200 | $387 |
PFIZER INC | 13,958 | -710 | $387 |
PFE | 13,958 | -710 | $387 |
NETFLIX INC | 634 | -13 | $385 |
NFLX | 634 | -13 | $385 |
VANGUARD WORLD FD (VPU) | 2,686 | +5 | $383 |
VPU | 2,686 | +5 | $383 |
SPDR SER TR (BIL) | 4,152 | +1,197 | $381 |
BIL | 4,152 | +1,197 | $381 |
ROSS STORES INC | 2,593 | -28 | $381 |
ROST | 2,593 | -28 | $381 |
MEDTRONIC PLC | 4,354 | -1 | $379 |
MDT | 4,354 | -1 | $379 |
TRANE TECHNOLOGIES PLC | 1,256 | UNCH | $377 |
TT | 1,256 | UNCH | $377 |
KEYCORP | 23,579 | +196 | $373 |
KEY | 23,579 | +196 | $373 |
VANGUARD WORLD FD (MGK) | 1,291 | +1 | $370 |
MGK | 1,291 | +1 | $370 |
TRUIST FINL CORP | 9,504 | +313 | $370 |
TFC | 9,504 | +313 | $370 |
SCHWAB STRATEGIC TR | 10,362 | +4 | $369 |
FNDF | 10,362 | +4 | $369 |
STRYKER CORPORATION | 1,027 | +12 | $367 |
SYK | 1,027 | +12 | $367 |
AMGEN INC | 1,285 | +562 | $365 |
AMGN | 1,285 | +562 | $365 |
SHELL PLC | 5,446 | +80 | $365 |
SHEL | 5,446 | +80 | $365 |
FIRST TR EXCHANGE TRADED FD (FXU) | 11,176 | -199 | $363 |
FXU | 11,176 | -199 | $363 |
KROGER CO | 6,357 | +12 | $363 |
KR | 6,357 | +12 | $363 |
RYANAIR HOLDINGS PLC | 2,485 | +810 | $362 |
RYAAY | 2,485 | +810 | $362 |
UBER TECHNOLOGIES INC | 4,663 | +37 | $359 |
UBER | 4,663 | +37 | $359 |
NORWEGIAN CRUISE LINE HLDG L | 17,100 | UNCH | $358 |
NCLH | 17,100 | UNCH | $358 |
CVS HEALTH CORP | 4,461 | -146 | $356 |
CVS | 4,461 | -146 | $356 |
LEGG MASON ETF INVT (LVHI) | 11,967 | +11,967 | $356 |
LVHI | 11,967 | +11,967 | $356 |
CISCO SYS INC | 7,024 | -61 | $351 |
CSCO | 7,024 | -61 | $351 |
FORD MTR CO DEL | 26,392 | +57 | $350 |
F | 26,392 | +57 | $350 |
FIRST TR EXCHANGE TRADED FD (FXL) | 2,578 | UNCH | $348 |
FXL | 2,578 | UNCH | $348 |
ISHARES TR (SDG) | 4,426 | UNCH | $348 |
SDG | 4,426 | UNCH | $348 |
ISHARES TR (HSCZ) | 11,003 | UNCH | $347 |
HSCZ | 11,003 | UNCH | $347 |
TC ENERGY CORP | 8,600 | +1,879 | $346 |
TRP | 8,600 | +1,879 | $346 |
UNION PAC CORP | 1,405 | +5 | $346 |
UNP | 1,405 | +5 | $346 |
TARGET CORP | 1,949 | +48 | $345 |
TGT | 1,949 | +48 | $345 |
INVENTRUST PPTYS CORP | 13,363 | -5,873 | $344 |
IVT | 13,363 | -5,873 | $344 |
PPL CORP | 12,488 | -202 | $344 |
PPL | 12,488 | -202 | $344 |
INVESCO EXCHANGE TRADED FD T (RSP) | 2,024 | +547 | $343 |
RSP | 2,024 | +547 | $343 |
AMERICAN CENTY ETF TR (AVDV) | 5,134 | -35 | $338 |
AVDV | 5,134 | -35 | $338 |
ISHARES TR (IWD) | 1,861 | +6 | $333 |
IWD | 1,861 | +6 | $333 |
ISHARES TR (IYLD) | 16,454 | -396 | $328 |
IYLD | 16,454 | -396 | $328 |
FIRST TR EXCHNG TRADED FD VI (XDEC) | 9,290 | -124 | $328 |
XDEC | 9,290 | -124 | $328 |
SELECT SECTOR SPDR TR (XLI) | 2,591 | +8 | $326 |
XLI | 2,591 | +8 | $326 |
SCHLUMBERGER LTD | 5,890 | -308 | $323 |
SLB | 5,890 | -308 | $323 |
ISHARES TR (QUAL) | 1,942 | -4 | $319 |
QUAL | 1,942 | -4 | $319 |
GLOBAL X FDS | 17,775 | +522 | $318 |
QYLD | 17,775 | +522 | $318 |
DOLLAR GEN CORP NEW | 2,032 | +2,032 | $317 |
DG | 2,032 | +2,032 | $317 |
BANK AMERICA CORP | 8,341 | -114 | $316 |
BAC | 8,341 | -114 | $316 |
TJX COS INC NEW | 3,099 | -67 | $314 |
TJX | 3,099 | -67 | $314 |
ESSA BANCORP INC | 17,072 | UNCH | $311 |
ESSA | 17,072 | UNCH | $311 |
INNOVATOR ETFS TRUST (PAUG) | 8,800 | -6,165 | $311 |
PAUG | 8,800 | -6,165 | $311 |
PHILLIPS 66 | 1,891 | +76 | $309 |
PSX | 1,891 | +76 | $309 |
VANGUARD BD INDEX FDS (BSV) | 3,991 | +68 | $306 |
BSV | 3,991 | +68 | $306 |
BOEING CO | 1,574 | +195 | $304 |
BA | 1,574 | +195 | $304 |
RELX PLC | 7,033 | -814 | $304 |
RELX | 7,033 | -814 | $304 |
VANGUARD ADMIRAL FDS INC (VOOV) | 1,682 | +4 | $304 |
VOOV | 1,682 | +4 | $304 |
WEST PHARMACEUTICAL SVSC INC | 766 | UNCH | $303 |
WST | 766 | UNCH | $303 |
MERCADOLIBRE INC | 199 | -9 | $301 |
MELI | 199 | -9 | $301 |
MARSH & MCLENNAN COS INC | 1,463 | +34 | $301 |
MMC | 1,463 | +34 | $301 |
ISHARES TR (ITB) | 2,592 | +4 | $300 |
ITB | 2,592 | +4 | $300 |
VANGUARD WELLINGTON FD (VFMF) | 2,367 | +2,367 | $300 |
VFMF | 2,367 | +2,367 | $300 |
DUKE ENERGY CORP NEW | 3,094 | -75 | $299 |
DUK | 3,094 | -75 | $299 |
FIRST TR EXCHNG TRADED FD VI (FOCT) | 7,352 | -3,020 | $298 |
FOCT | 7,352 | -3,020 | $298 |
BRITISH AMERN TOB PLC | 9,747 | -226 | $297 |
BTI | 9,747 | -226 | $297 |
EBAY INC. | 5,601 | -60 | $296 |
EBAY | 5,601 | -60 | $296 |
DIMENSIONAL ETF TRUST (DFUV) | 7,123 | +10 | $291 |
DFUV | 7,123 | +10 | $291 |
INNOVATOR ETFS TRUST (PMAY) | 8,952 | UNCH | $291 |
PMAY | 8,952 | UNCH | $291 |
ISHARES TR (IBTE) | 12,109 | +89 | $290 |
IBTE | 12,109 | +89 | $290 |
MORGAN STANLEY | 3,075 | -412 | $290 |
MS | 3,075 | -412 | $290 |
BAXTER INTL INC | 6,767 | +11 | $289 |
BAX | 6,767 | +11 | $289 |
FIRST TR EXCHNG TRADED FD VI (FDEC) | 7,015 | UNCH | $289 |
FDEC | 7,015 | UNCH | $289 |
VANGUARD WORLD FD (VCR) | 910 | UNCH | $289 |
VCR | 910 | UNCH | $289 |
ADVANCED MICRO DEVICES INC | 1,592 | +1,592 | $287 |
AMD | 1,592 | +1,592 | $287 |
ISHARES TR (IDV) | 10,233 | -505 | $287 |
IDV | 10,233 | -505 | $287 |
VANGUARD WORLD FD (ESGV) | 3,061 | +7 | $285 |
ESGV | 3,061 | +7 | $285 |
ANALOG DEVICES INC | 1,429 | +1,429 | $283 |
ADI | 1,429 | +1,429 | $283 |
INNOVATOR ETFS TRUST (PJUL) | 7,426 | -2,140 | $282 |
PJUL | 7,426 | -2,140 | $282 |
INNOVATOR ETFS TRUST (PMAR) | 7,623 | +7,623 | $281 |
PMAR | 7,623 | +7,623 | $281 |
VANGUARD WORLD FD (VFH) | 2,716 | +9 | $278 |
VFH | 2,716 | +9 | $278 |
FIRST TR EXCHNG TRADED FD VI (FJAN) | 6,598 | UNCH | $277 |
FJAN | 6,598 | UNCH | $277 |
ANHEUSER BUSCH INBEV SA NV | 4,527 | -76 | $275 |
BUD | 4,527 | -76 | $275 |
HCI GROUP INC | 2,372 | +22 | $275 |
HCI | 2,372 | +22 | $275 |
ISHARES TR (ITA) | 2,078 | -98 | $274 |
ITA | 2,078 | -98 | $274 |
ISHARES TR (HEFA) | 7,839 | +479 | $273 |
HEFA | 7,839 | +479 | $273 |
COCA COLA CO | 4,434 | -64 | $271 |
KO | 4,434 | -64 | $271 |
PRUDENTIAL FINL INC | 2,288 | +19 | $269 |
PRU | 2,288 | +19 | $269 |
CANADIAN PACIFIC KANSAS CITY | 3,034 | +64 | $268 |
CP | 3,034 | +64 | $268 |
SPDR DOW JONES INDL AVERAGE (DIA) | 665 | UNCH | $265 |
DIA | 665 | UNCH | $265 |
CENTERPOINT ENERGY INC | 9,217 | -514 | $263 |
CNP | 9,217 | -514 | $263 |
FIRST TR EXCHNG TRADED FD VI (FFEB) | 5,800 | UNCH | $263 |
FFEB | 5,800 | UNCH | $263 |
FIRST TR EXCH TRD ALPHDX FD (FEP) | 6,944 | +52 | $261 |
FEP | 6,944 | +52 | $261 |
FIRST TR EXCHANGE TRADED FD (FPXI) | 5,662 | -325 | $261 |
FPXI | 5,662 | -325 | $261 |
FIRST TR EXCHANGE TRADED FD (FXH) | 2,383 | +2 | $261 |
FXH | 2,383 | +2 | $261 |
ISHARES TR (IXUS) | 3,834 | -268 | $260 |
IXUS | 3,834 | -268 | $260 |
YUM BRANDS INC | 1,858 | -11 | $258 |
YUM | 1,858 | -11 | $258 |
J P MORGAN EXCHANGE TRADED F (BBJP) | 4,381 | UNCH | $257 |
BBJP | 4,381 | UNCH | $257 |
ZOETIS INC | 1,517 | -59 | $257 |
ZTS | 1,517 | -59 | $257 |
VICI PPTYS INC | 8,595 | -315 | $256 |
VICI | 8,595 | -315 | $256 |
GLOBAL X FDS | 8,018 | +499 | $255 |
BOTZ | 8,018 | +499 | $255 |
AON PLC | 762 | -7 | $254 |
AON | 762 | -7 | $254 |
SPDR SER TR (LGLV) | 1,633 | +7 | $254 |
LGLV | 1,633 | +7 | $254 |
ISHARES TR (ESGU) | 2,194 | +274 | $252 |
ESGU | 2,194 | +274 | $252 |
WASTE MGMT INC DEL | 1,178 | +23 | $251 |
WM | 1,178 | +23 | $251 |
KKR & CO INC | 2,488 | +27 | $250 |
KKR | 2,488 | +27 | $250 |
LINDE PLC | 539 | +12 | $250 |
LIN | 539 | +12 | $250 |
AMERICAN INTL GROUP INC | 3,188 | +9 | $249 |
AIG | 3,188 | +9 | $249 |
MCKESSON CORP | 465 | +1 | $249 |
MCK | 465 | +1 | $249 |
VICTORY PORTFOLIOS II | 3,047 | +7 | $248 |
CFA | 3,047 | +7 | $248 |
SITE CTRS CORP | 16,947 | UNCH | $248 |
SITC | 16,947 | UNCH | $248 |
VANGUARD WORLD FD (VDC) | 1,214 | -53 | $248 |
VDC | 1,214 | -53 | $248 |
ARK ETF TR (ARKK) | 4,866 | +647 | $244 |
ARKK | 4,866 | +647 | $244 |
DEERE & CO | 588 | +42 | $242 |
DE | 588 | +42 | $242 |
ISHARES TR (EFA) | 3,031 | -281 | $242 |
EFA | 3,031 | -281 | $242 |
INNOVATOR ETFS TRUST (NJUL) | 4,201 | -2,340 | $242 |
NJUL | 4,201 | -2,340 | $242 |
VANGUARD SCOTTSDALE FDS (VTWO) | 2,842 | +1 | $242 |
VTWO | 2,842 | +1 | $242 |
INVESCO EXCH TRADED FD TR II (RWL) | 2,573 | +187 | $241 |
RWL | 2,573 | +187 | $241 |
NIKE INC | 2,551 | -118 | $240 |
NKE | 2,551 | -118 | $240 |
ALBEMARLE CORP | 1,811 | +1,811 | $239 |
ALB | 1,811 | +1,811 | $239 |
EQUITRANS MIDSTREAM CORP | 19,116 | -231 | $239 |
ETRN | 19,116 | -231 | $239 |
BLACKSTONE INC | 1,798 | +46 | $236 |
BX | 1,798 | +46 | $236 |
ISHARES TR (IAGG) | 4,715 | -812 | $236 |
IAGG | 4,715 | -812 | $236 |
FIRST TR EXCHANGE TRADED FD (FTXR) | 7,246 | +10 | $233 |
FTXR | 7,246 | +10 | $233 |
GOLDMAN SACHS ETF TR (GSEW) | 3,194 | -58 | $233 |
GSEW | 3,194 | -58 | $233 |
FIRST TR MORNINGSTAR DIVID L (FDL) | 6,006 | +19 | $231 |
FDL | 6,006 | +19 | $231 |
PAYCHEX INC | 1,878 | -43 | $231 |
PAYX | 1,878 | -43 | $231 |
ISHARES TR (IXG) | 2,651 | -183 | $230 |
IXG | 2,651 | -183 | $230 |
ROYAL CARIBBEAN GROUP | 1,654 | +9 | $230 |
RCL | 1,654 | +9 | $230 |
DIMENSIONAL ETF TRUST (DFIC) | 8,568 | +187 | $229 |
DFIC | 8,568 | +187 | $229 |
KINDER MORGAN INC DEL | 12,413 | +144 | $228 |
KMI | 12,413 | +144 | $228 |
CLEVELAND CLIFFS INC NEW | 9,965 | -1,350 | $227 |
CLF | 9,965 | -1,350 | $227 |
INNOVATOR ETFS TRUST (NAPR) | 4,989 | +4,989 | $227 |
NAPR | 4,989 | +4,989 | $227 |
NUVEEN PENNSYLVANIA QLT MUN | 19,243 | UNCH | $227 |
NQP | 19,243 | UNCH | $227 |
APPLIED MATLS INC | 1,094 | +1,094 | $226 |
AMAT | 1,094 | +1,094 | $226 |
FIRST TR EXCHNG TRADED FD VI (FSEP) | 5,310 | UNCH | $226 |
FSEP | 5,310 | UNCH | $226 |
ISHARES TR (ICLN) | 16,142 | -2,589 | $226 |
ICLN | 16,142 | -2,589 | $226 |
CONSTELLATION ENERGY CORP | 1,219 | +1,219 | $225 |
CEG | 1,219 | +1,219 | $225 |
CAPITAL GRP FIXED INCM ETF T (CGMS) | 8,334 | +8,334 | $225 |
CGMS | 8,334 | +8,334 | $225 |
SPDR SER TR (SPMD) | 4,212 | UNCH | $225 |
SPMD | 4,212 | UNCH | $225 |
SELECT SECTOR SPDR TR (XLK) | 1,078 | -128 | $224 |
XLK | 1,078 | -128 | $224 |
SERVICENOW INC | 293 | -12 | $223 |
NOW | 293 | -12 | $223 |
INVESCO EXCHANGE TRADED FD T (GRPM) | 1,842 | +1,842 | $222 |
GRPM | 1,842 | +1,842 | $222 |
ISHARES TR (REET) | 9,356 | +53 | $222 |
REET | 9,356 | +53 | $222 |
BROADRIDGE FINL SOLUTIONS IN | 1,081 | -12 | $221 |
BR | 1,081 | -12 | $221 |
GODADDY INC | 1,852 | -506 | $220 |
GDDY | 1,852 | -506 | $220 |
ROYAL GOLD INC | 1,805 | +102 | $220 |
RGLD | 1,805 | +102 | $220 |
GLOBAL X FDS | 8,884 | +203 | $219 |
DRIV | 8,884 | +203 | $219 |
PACER FDS TR | 6,307 | +96 | $219 |
GCOW | 6,307 | +96 | $219 |
CROWDSTRIKE HLDGS INC | 677 | +677 | $217 |
CRWD | 677 | +677 | $217 |
ADVISORSHARES TR (MSOS) | 21,708 | +1,574 | $217 |
MSOS | 21,708 | +1,574 | $217 |
SPDR SER TR (XBI) | 2,282 | UNCH | $217 |
XBI | 2,282 | UNCH | $217 |
ISHARES TR (SOXX) | 957 | +957 | $216 |
SOXX | 957 | +957 | $216 |
ISHARES TR (AOM) | 5,019 | -96 | $215 |
AOM | 5,019 | -96 | $215 |
CARTERS INC | 2,541 | +2,541 | $215 |
CRI | 2,541 | +2,541 | $215 |
SPDR SER TR (SPYG) | 2,932 | +2,932 | $214 |
SPYG | 2,932 | +2,932 | $214 |
WISDOMTREE TR | 3,376 | +6 | $212 |
DIM | 3,376 | +6 | $212 |
FIRST TR EXCH TRADED FD III (FMB) | 4,134 | UNCH | $212 |
FMB | 4,134 | UNCH | $212 |
FLEXSHARES TR (RAVI) | 2,808 | UNCH | $212 |
RAVI | 2,808 | UNCH | $212 |
VANGUARD INTL EQUITY INDEX F (VSS) | 1,812 | -408 | $212 |
VSS | 1,812 | -408 | $212 |
HEICO CORP NEW | $210 | ||
HEI.A | 1,366 | +1,366 | $210 |
SPDR SER TR (TIPX) | 11,254 | +11,254 | $210 |
TIPX | 11,254 | +11,254 | $210 |
INVESCO EXCH TRADED FD TR II (RWJ) | 4,872 | +4,872 | $209 |
RWJ | 4,872 | +4,872 | $209 |
AIR PRODS & CHEMS INC | 855 | -91 | $207 |
APD | 855 | -91 | $207 |
WISDOMTREE TR | 6,303 | +6,303 | $206 |
DES | 6,303 | +6,303 | $206 |
EOG RES INC | 1,615 | +1,615 | $206 |
EOG | 1,615 | +1,615 | $206 |
PIMCO MUN INCOME FD II | 24,264 | +8,776 | $206 |
PML | 24,264 | +8,776 | $206 |
VICTORY PORTFOLIOS II | 3,090 | +3,090 | $204 |
CFO | 3,090 | +3,090 | $204 |
INVESCO EXCHANGE TRADED FD T (PID) | 11,017 | +104 | $204 |
PID | 11,017 | +104 | $204 |
CITIGROUP INC | 3,185 | +3,185 | $201 |
C | 3,185 | +3,185 | $201 |
VANGUARD WORLD FD (MGC) | 1,076 | +1,076 | $201 |
MGC | 1,076 | +1,076 | $201 |
FS KKR CAP CORP | 10,472 | UNCH | $200 |
FSK | 10,472 | UNCH | $200 |
ABCELLERA BIOLOGICS INC | 39,668 | UNCH | $180 |
ABCL | 39,668 | UNCH | $180 |
XENIA HOTELS & RESORTS INC | 11,633 | -1,869 | $175 |
XHR | 11,633 | -1,869 | $175 |
FEDERATED HERMES PREM MUNI I | 13,947 | -868 | $154 |
FMN | 13,947 | -868 | $154 |
INOVIO PHARMACEUTICALS INC | 10,876 | -119,646 | $151 |
INO | 10,876 | -119,646 | $151 |
AMPLIFY ETF TR (MJ) | 35,256 | +2,969 | $147 |
MJ | 35,256 | +2,969 | $147 |
BARCLAYS PLC | 15,459 | +113 | $146 |
BCS | 15,459 | +113 | $146 |
VALE S A | 11,243 | -314 | $137 |
VALE | 11,243 | -314 | $137 |
TRANSOCEAN LTD | 19,000 | UNCH | $119 |
RIG | 19,000 | UNCH | $119 |
WARNER BROS DISCOVERY INC | 13,667 | -559 | $119 |
WBD | 13,667 | -559 | $119 |
BNY MELLON STRATEGIC MUN BD | 15,768 | +3,468 | $92 |
DSM | 15,768 | +3,468 | $92 |
DESKTOP METAL INC | 51,861 | +22,322 | $46 |
DM | 51,861 | +22,322 | $46 |
TILRAY BRANDS INC | 12,884 | +12,884 | $32 |
TLRY | 12,884 | +12,884 | $32 |
SOLID POWER INC | 13,500 | UNCH | $27 |
SLDP | 13,500 | UNCH | $27 |
ALLBIRDS INC | 10,644 | +0 | $7 |
BIRD | 10,644 | UNCH | $7 |
DIMENSIONAL ETF TRUST | $0 (exited) | ||
DFCF | 0 | -4,842 | $0 |
EDGIO INC | $0 (exited) | ||
EGIO | 0 | -90,000 | $0 |
EDWARDS LIFESCIENCES CORP | $0 (exited) | ||
EW | 0 | -3,064 | $0 |
FIRST TR MID CAP CORE ALPHAD | $0 (exited) | ||
FNX | 0 | -2,230 | $0 |
ISHARES TR | $0 (exited) | ||
IGIB | 0 | -4,494 | $0 |
NORWOOD FINL CORP | $0 (exited) | ||
NWFL | 0 | -7,268 | $0 |
PALO ALTO NETWORKS INC | $0 (exited) | ||
PANW | 0 | -666 | $0 |
ROCKWELL AUTOMATION INC | $0 (exited) | ||
ROK | 0 | -659 | $0 |
WALMART INC | 0 | -1,279 | $0 (exited) |
WMT | 0 | -1,279 | $0 |
See Summary: Cedar Brook Financial Partners LLC Top Holdings
See Details: Top 10 Stocks Held By Cedar Brook Financial Partners LLC
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
KDP | +41,676 | +$1,278 |
SCHWAB CHARLES FAMILY FD | +1,254,874 | +$1,255 |
KJAN | +13,301 | +$470 |
LVHI | +11,967 | +$356 |
DG | +2,032 | +$317 |
VFMF | +2,367 | +$300 |
AMD | +1,592 | +$287 |
ADI | +1,429 | +$283 |
PMAR | +7,623 | +$281 |
ALB | +1,811 | +$239 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
NWFL | -7,268 | -$239 |
IGIB | -4,494 | -$233 |
EW | -3,064 | -$230 |
FNX | -2,230 | -$227 |
PANW | -666 | -$215 |
WMT | -1,279 | -$206 |
DFCF | -4,842 | -$205 |
ROK | -659 | -$201 |
EGIO | -90,000 | -$31 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
SCHZ | +34,378 | +$1,534 |
CGDV | +28,861 | +$1,271 |
CGGO | +25,100 | +$1,062 |
VEA | +24,281 | +$1,665 |
CGGR | +22,628 | +$1,018 |
DM | +22,322 | +$24 |
SPEM | +13,906 | +$518 |
HEGD | +13,872 | +$301 |
GOVT | +13,165 | +$297 |
IJH | +12,545 | +$82 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
INO | -119,646 | +$84 |
DBMF | -34,287 | -$832 |
ICOW | -8,204 | -$348 |
PAUG | -6,165 | -$189 |
DLS | -6,042 | -$312 |
IVT | -5,873 | -$142 |
FMAY | -4,473 | -$164 |
BND | -3,952 | -$301 |
IEFA | -3,877 | -$185 |
Size ($ in 1000's)
At 03/31/2024: $505,749 At 12/31/2023: $450,285 Cedar Brook Financial Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cedar Brook Financial Partners LLC 13F filings. Link to 13F filings: SEC filings |