Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
J P MORGAN EXCHANGE TRADED F (JEPI) | 1,308,082 | +97,680 | $75,686 |
JEPI | 1,308,082 | +97,680 | $75,686 |
ISHARES TR (TLH) | 655,832 | +45,143 | $68,882 |
TLH | 655,832 | +45,143 | $68,882 |
ISHARES TR (ILCG) | 659,049 | +18,728 | $49,745 |
ILCG | 659,049 | +18,728 | $49,745 |
SPDR SER TR (MDYV) | 559,855 | -4,002 | $42,549 |
MDYV | 559,855 | -4,002 | $42,549 |
ISHARES TR (EFG) | 376,906 | +302 | $39,119 |
EFG | 376,906 | +302 | $39,119 |
SPDR SER TR (MDYG) | 423,477 | +12,533 | $36,965 |
MDYG | 423,477 | +12,533 | $36,965 |
AMERICAN CENTY ETF TR (AVLV) | 540,539 | +73,731 | $34,735 |
AVLV | 540,539 | +73,731 | $34,735 |
SCHWAB STRATEGIC TR | 415,591 | -15,678 | $31,577 |
SCHV | 415,591 | -15,678 | $31,577 |
SPDR SER TR (SLYG) | 282,751 | -3,228 | $24,664 |
SLYG | 282,751 | -3,228 | $24,664 |
APPLE INC | 133,710 | -8,830 | $22,929 |
AAPL | 133,710 | -8,830 | $22,929 |
VANGUARD SPECIALIZED FUNDS (VIG) | 95,909 | -628 | $17,514 |
VIG | 95,909 | -628 | $17,514 |
ISHARES TR (IVW) | 201,879 | -5,096 | $17,047 |
IVW | 201,879 | -5,096 | $17,047 |
ISHARES TR (EFV) | 302,575 | -6,119 | $16,460 |
EFV | 302,575 | -6,119 | $16,460 |
SPDR SER TR (SLYV) | 196,436 | +382 | $16,298 |
SLYV | 196,436 | +382 | $16,298 |
MICROSOFT CORP | 37,640 | -190 | $15,836 |
MSFT | 37,640 | -190 | $15,836 |
SCHWAB STRATEGIC TR | 320,085 | +1,402 | $14,724 |
SCHZ | 320,085 | +1,402 | $14,724 |
SCHWAB STRATEGIC TR | 180,122 | +1,971 | $14,667 |
SCHM | 180,122 | +1,971 | $14,667 |
AMERICAN CENTY ETF TR (AVIV) | 249,520 | +4,214 | $13,494 |
AVIV | 249,520 | +4,214 | $13,494 |
AMERICAN CENTY ETF TR (AVUS) | 149,184 | +3,315 | $13,352 |
AVUS | 149,184 | +3,315 | $13,352 |
AMERICAN CENTY ETF TR (AVSC) | 230,161 | +7,589 | $12,051 |
AVSC | 230,161 | +7,589 | $12,051 |
SSGA ACTIVE ETF TR (TOTL) | 297,257 | +4,798 | $11,905 |
TOTL | 297,257 | +4,798 | $11,905 |
KRANESHARES TRUST (KEMX) | 393,954 | +5,669 | $11,557 |
KEMX | 393,954 | +5,669 | $11,557 |
AMAZON COM INC | 62,789 | -2,130 | $11,326 |
AMZN | 62,789 | -2,130 | $11,326 |
J P MORGAN EXCHANGE TRADED F (JCPB) | 229,087 | +8,102 | $10,686 |
JCPB | 229,087 | +8,102 | $10,686 |
NVIDIA CORPORATION | 11,594 | +17 | $10,476 |
NVDA | 11,594 | +17 | $10,476 |
AMERICAN CENTY ETF TR (AVDE) | 157,874 | +6,572 | $10,063 |
AVDE | 157,874 | +6,572 | $10,063 |
INVESCO EXCHANGE TRADED FD T (RSP) | 59,281 | -11,732 | $10,040 |
RSP | 59,281 | -11,732 | $10,040 |
SCHWAB STRATEGIC TR | 105,953 | -1,177 | $9,824 |
SCHG | 105,953 | -1,177 | $9,824 |
ISHARES TR (IVE) | 47,036 | +109 | $8,787 |
IVE | 47,036 | +109 | $8,787 |
ISHARES TR (HDV) | 79,375 | +9,955 | $8,748 |
HDV | 79,375 | +9,955 | $8,748 |
CORCEPT THERAPEUTICS INC | 311,383 | +1,092 | $7,844 |
CORT | 311,383 | +1,092 | $7,844 |
SCHWAB STRATEGIC TR | 217,031 | -2,074 | $7,728 |
FNDF | 217,031 | -2,074 | $7,728 |
AMERICAN CENTY ETF TR (AVUV) | 79,373 | +5,363 | $7,438 |
AVUV | 79,373 | +5,363 | $7,438 |
VANECK ETF TRUST (FLTR) | 288,214 | -5,074 | $7,352 |
FLTR | 288,214 | -5,074 | $7,352 |
META PLATFORMS INC | 14,726 | -2,340 | $7,150 |
META | 14,726 | -2,340 | $7,150 |
SPDR S&P 500 ETF TR (SPY) | 13,096 | +344 | $6,850 |
SPY | 13,096 | +344 | $6,850 |
ALPHABET INC | 44,030 | -10,063 | $6,704 |
GOOG | 44,030 | -10,063 | $6,704 |
JPMORGAN CHASE & CO | 32,271 | +562 | $6,464 |
JPM | 32,271 | +562 | $6,464 |
ISHARES TR (IDV) | 230,294 | -5,271 | $6,457 |
IDV | 230,294 | -5,271 | $6,457 |
WISDOMTREE TR | 129,754 | +4,958 | $6,328 |
DON | 129,754 | +4,958 | $6,328 |
ARCBEST CORP | 42,977 | UNCH | $6,124 |
ARCB | 42,977 | UNCH | $6,124 |
VANECK ETF TRUST (ANGL) | 208,583 | -690 | $6,053 |
ANGL | 208,583 | -690 | $6,053 |
ISHARES TR (USMV) | 70,173 | -638 | $5,865 |
USMV | 70,173 | -638 | $5,865 |
BROADCOM INC | 4,419 | +81 | $5,856 |
AVGO | 4,419 | +81 | $5,856 |
JOHNSON & JOHNSON | 35,635 | +585 | $5,637 |
JNJ | 35,635 | +585 | $5,637 |
CHEVRON CORP NEW | 33,849 | +1,239 | $5,339 |
CVX | 33,849 | +1,239 | $5,339 |
VANGUARD INDEX FDS (VOE) | 33,441 | -482 | $5,214 |
VOE | 33,441 | -482 | $5,214 |
ISHARES INC (IEMG) | 98,521 | +288 | $5,084 |
IEMG | 98,521 | +288 | $5,084 |
MCDONALDS CORP | 17,748 | +305 | $5,004 |
MCD | 17,748 | +305 | $5,004 |
ISHARES TR (ITOT) | 42,844 | -1,259 | $4,940 |
ITOT | 42,844 | -1,259 | $4,940 |
VANGUARD INDEX FDS (VTI) | 18,714 | -685 | $4,864 |
VTI | 18,714 | -685 | $4,864 |
PROSHARES TR (REGL) | 60,181 | -9,348 | $4,728 |
REGL | 60,181 | -9,348 | $4,728 |
CATERPILLAR INC | 12,314 | +210 | $4,512 |
CAT | 12,314 | +210 | $4,512 |
COSTCO WHSL CORP NEW | 6,124 | +33 | $4,487 |
COST | 6,124 | +33 | $4,487 |
UNITEDHEALTH GROUP INC | 9,033 | +66 | $4,468 |
UNH | 9,033 | +66 | $4,468 |
ISHARES TR (IWM) | 21,081 | +352 | $4,433 |
IWM | 21,081 | +352 | $4,433 |
WALMART INC | 73,550 | +49,317 | $4,426 |
WMT | 73,550 | +49,317 | $4,426 |
HOME DEPOT INC | 11,458 | +79 | $4,395 |
HD | 11,458 | +79 | $4,395 |
EATON CORP PLC | 13,798 | +347 | $4,314 |
ETN | 13,798 | +347 | $4,314 |
MERCK & CO INC | 32,065 | +956 | $4,231 |
MRK | 32,065 | +956 | $4,231 |
ELI LILLY & CO | 5,436 | -75 | $4,229 |
LLY | 5,436 | -75 | $4,229 |
ABBVIE INC | 23,035 | +582 | $4,195 |
ABBV | 23,035 | +582 | $4,195 |
PROCTER AND GAMBLE CO | 25,490 | +613 | $4,136 |
PG | 25,490 | +613 | $4,136 |
MANAGED PORTFOLIO SERIES | 139,753 | -16,450 | $3,908 |
TPYP | 139,753 | -16,450 | $3,908 |
HERCULES CAPITAL INC | 209,986 | -8,710 | $3,874 |
HTGC | 209,986 | -8,710 | $3,874 |
VANGUARD INDEX FDS (VOO) | 7,932 | +84 | $3,813 |
VOO | 7,932 | +84 | $3,813 |
ISHARES TR (DVY) | 29,610 | -520 | $3,647 |
DVY | 29,610 | -520 | $3,647 |
VANGUARD WHITEHALL FDS (VIGI) | 44,336 | +468 | $3,615 |
VIGI | 44,336 | +468 | $3,615 |
VANGUARD INDEX FDS (VBR) | 18,326 | +703 | $3,516 |
VBR | 18,326 | +703 | $3,516 |
ISHARES TR (IEFA) | 47,253 | -281 | $3,507 |
IEFA | 47,253 | -281 | $3,507 |
VANGUARD INDEX FDS (VBK) | 13,420 | +183 | $3,499 |
VBK | 13,420 | +183 | $3,499 |
ALPHABET INC | 22,947 | -3,036 | $3,463 |
GOOGL | 22,947 | -3,036 | $3,463 |
J P MORGAN EXCHANGE TRADED F (JPST) | 67,865 | -1,954 | $3,424 |
JPST | 67,865 | -1,954 | $3,424 |
ISHARES TR (IJR) | 30,786 | -652 | $3,402 |
IJR | 30,786 | -652 | $3,402 |
ISHARES TR (IMTM) | 84,993 | -1,261 | $3,334 |
IMTM | 84,993 | -1,261 | $3,334 |
PEPSICO INC | 18,968 | +658 | $3,320 |
PEP | 18,968 | +658 | $3,320 |
EXXON MOBIL CORP | 28,410 | +60 | $3,302 |
XOM | 28,410 | +60 | $3,302 |
LOCKHEED MARTIN CORP | 7,140 | +198 | $3,248 |
LMT | 7,140 | +198 | $3,248 |
ISHARES TR (IWF) | 9,576 | -425 | $3,228 |
IWF | 9,576 | -425 | $3,228 |
ISHARES TR (IBB) | 23,467 | -115 | $3,220 |
IBB | 23,467 | -115 | $3,220 |
VANECK ETF TRUST (HYD) | 61,247 | -1,147 | $3,201 |
HYD | 61,247 | -1,147 | $3,201 |
UNION PAC CORP | 12,662 | +339 | $3,114 |
UNP | 12,662 | +339 | $3,114 |
LAM RESEARCH CORP | 3,096 | +100 | $3,008 |
LRCX | 3,096 | +100 | $3,008 |
MEDTRONIC PLC | 34,456 | -74 | $3,003 |
MDT | 34,456 | -74 | $3,003 |
ISHARES TR (IVV) | 5,673 | -329 | $2,982 |
IVV | 5,673 | -329 | $2,982 |
VISA INC | 10,671 | +282 | $2,978 |
V | 10,671 | +282 | $2,978 |
ISHARES TR (EFA) | 35,566 | -405 | $2,840 |
EFA | 35,566 | -405 | $2,840 |
DISNEY WALT CO | 23,162 | +434 | $2,834 |
DIS | 23,162 | +434 | $2,834 |
GARMIN LTD | 18,964 | +552 | $2,823 |
GRMN | 18,964 | +552 | $2,823 |
DUKE ENERGY CORP NEW | 29,036 | +759 | $2,808 |
DUK | 29,036 | +759 | $2,808 |
ISHARES TR (IWS) | 22,148 | +142 | $2,776 |
IWS | 22,148 | +142 | $2,776 |
BANK AMERICA CORP | 70,596 | -691 | $2,677 |
BAC | 70,596 | -691 | $2,677 |
BLACKSTONE INC | 19,946 | +768 | $2,620 |
BX | 19,946 | +768 | $2,620 |
SCHWAB STRATEGIC TR | 102,022 | -4,825 | $2,576 |
SCHE | 102,022 | -4,825 | $2,576 |
BOEING CO | 13,336 | +173 | $2,574 |
BA | 13,336 | +173 | $2,574 |
ISHARES TR (IWR) | 29,787 | +599 | $2,505 |
IWR | 29,787 | +599 | $2,505 |
TRAVELERS COMPANIES INC | 10,778 | +276 | $2,481 |
TRV | 10,778 | +276 | $2,481 |
SCHWAB STRATEGIC TR | 39,909 | +968 | $2,436 |
SCHB | 39,909 | +968 | $2,436 |
TEXAS INSTRS INC | 13,954 | +182 | $2,431 |
TXN | 13,954 | +182 | $2,431 |
NEXTERA ENERGY INC | 37,653 | +1,491 | $2,406 |
NEE | 37,653 | +1,491 | $2,406 |
EDWARDS LIFESCIENCES CORP | 25,050 | +806 | $2,394 |
EW | 25,050 | +806 | $2,394 |
STARBUCKS CORP | 25,480 | +874 | $2,329 |
SBUX | 25,480 | +874 | $2,329 |
AMERICAN CENTY ETF TR (TAXF) | 45,985 | +3,376 | $2,325 |
TAXF | 45,985 | +3,376 | $2,325 |
VANGUARD INDEX FDS (VOT) | 9,842 | -739 | $2,321 |
VOT | 9,842 | -739 | $2,321 |
SCHWAB STRATEGIC TR | 36,899 | -473 | $2,290 |
SCHX | 36,899 | -473 | $2,290 |
PRINCIPAL FINANCIAL GROUP IN | 26,351 | +1,076 | $2,274 |
PFG | 26,351 | +1,076 | $2,274 |
HONEYWELL INTL INC | 10,957 | +345 | $2,249 |
HON | 10,957 | +345 | $2,249 |
SCHLUMBERGER LTD | 40,494 | +1,571 | $2,220 |
SLB | 40,494 | +1,571 | $2,220 |
CME GROUP INC | 10,130 | +653 | $2,181 |
CME | 10,130 | +653 | $2,181 |
AMGEN INC | 7,360 | +55 | $2,093 |
AMGN | 7,360 | +55 | $2,093 |
PIONEER NAT RES CO | 7,824 | +352 | $2,054 |
PXD | 7,824 | +352 | $2,054 |
ISHARES TR (IWD) | 11,057 | -93 | $1,981 |
IWD | 11,057 | -93 | $1,981 |
AMERICAN TOWER CORP NEW | 9,663 | +392 | $1,909 |
AMT | 9,663 | +392 | $1,909 |
MORGAN STANLEY | 20,274 | +697 | $1,909 |
MS | 20,274 | +697 | $1,909 |
BERKSHIRE HATHAWAY INC DEL | $1,903 | ||
BRK.A | 3 | UNCH | $1,903 |
WATSCO INC | $1,892 | ||
WSO | 2,201 | +1 | $951 |
WSO.B | 2,199 | +7 | $941 |
ISHARES TR (REET) | 77,548 | -32,220 | $1,836 |
REET | 77,548 | -32,220 | $1,836 |
DANAHER CORPORATION | 7,099 | +231 | $1,773 |
DHR | 7,099 | +231 | $1,773 |
SOUTHERN CO | 24,495 | +133 | $1,757 |
SO | 24,495 | +133 | $1,757 |
ISHARES TR (IWN) | 10,559 | +8 | $1,677 |
IWN | 10,559 | +8 | $1,677 |
ISHARES TR (IJH) | 27,596 | +21,920 | $1,676 |
IJH | 27,596 | +21,920 | $1,676 |
ISHARES TR (MUB) | 15,400 | -602 | $1,657 |
MUB | 15,400 | -602 | $1,657 |
UNITED PARCEL SERVICE INC | 10,914 | +133 | $1,622 |
UPS | 10,914 | +133 | $1,622 |
CONOCOPHILLIPS | 12,685 | -5,356 | $1,614 |
COP | 12,685 | -5,356 | $1,614 |
SCHWAB STRATEGIC TR | 39,219 | -433 | $1,530 |
SCHF | 39,219 | -433 | $1,530 |
INTERNATIONAL BUSINESS MACHS | 7,976 | +394 | $1,523 |
IBM | 7,976 | +394 | $1,523 |
VANGUARD WORLD FD (VDE) | 10,998 | +71 | $1,448 |
VDE | 10,998 | +71 | $1,448 |
DIMENSIONAL ETF TRUST (DFUS) | 25,206 | +4,187 | $1,436 |
DFUS | 25,206 | +4,187 | $1,436 |
FIRST TR EXCH TRADED FD III (FPE) | 80,978 | -6,293 | $1,403 |
FPE | 80,978 | -6,293 | $1,403 |
ISHARES TR (PFF) | 42,762 | -130 | $1,378 |
PFF | 42,762 | -130 | $1,378 |
VANGUARD WHITEHALL FDS (VYM) | 10,992 | -1,679 | $1,330 |
VYM | 10,992 | -1,679 | $1,330 |
ISHARES TR (IWP) | 10,888 | +90 | $1,243 |
IWP | 10,888 | +90 | $1,243 |
ISHARES TR (IJS) | 11,894 | +423 | $1,222 |
IJS | 11,894 | +423 | $1,222 |
WASTE MGMT INC DEL | 5,722 | -34 | $1,220 |
WM | 5,722 | -34 | $1,220 |
INVESCO QQQ TR | 2,703 | -40 | $1,200 |
QQQ | 2,703 | -40 | $1,200 |
DIMENSIONAL ETF TRUST (DFUV) | 29,067 | +843 | $1,189 |
DFUV | 29,067 | +843 | $1,189 |
TESLA INC | 6,720 | +33 | $1,181 |
TSLA | 6,720 | +33 | $1,181 |
COCA COLA CO | 18,962 | -748 | $1,160 |
KO | 18,962 | -748 | $1,160 |
SELECT SECTOR SPDR TR (XLE) | 12,285 | -48 | $1,160 |
XLE | 12,285 | -48 | $1,160 |
ISHARES TR (IJJ) | 9,564 | +207 | $1,131 |
IJJ | 9,564 | +207 | $1,131 |
J P MORGAN EXCHANGE TRADED F (JSCP) | 23,838 | +258 | $1,109 |
JSCP | 23,838 | +258 | $1,109 |
INTEL CORP | 22,935 | -14,429 | $1,013 |
INTC | 22,935 | -14,429 | $1,013 |
VANGUARD INDEX FDS (VV) | 4,018 | +76 | $963 |
VV | 4,018 | +76 | $963 |
SCHWAB STRATEGIC TR | 11,380 | -107 | $918 |
SCHD | 11,380 | -107 | $918 |
VERIZON COMMUNICATIONS INC | 21,493 | -1,120 | $902 |
VZ | 21,493 | -1,120 | $902 |
J P MORGAN EXCHANGE TRADED F (JMUB) | 17,594 | +964 | $893 |
JMUB | 17,594 | +964 | $893 |
SPDR GOLD TR (GLD) | 4,280 | -19 | $880 |
GLD | 4,280 | -19 | $880 |
J P MORGAN EXCHANGE TRADED F (JMST) | 17,129 | +822 | $869 |
JMST | 17,129 | +822 | $869 |
CLOUDFLARE INC | 8,913 | -842 | $863 |
NET | 8,913 | -842 | $863 |
SPROTT PHYSICAL GOLD TR | 49,515 | UNCH | $857 |
PHYS | 49,515 | UNCH | $857 |
NIKE INC | 8,939 | -245 | $840 |
NKE | 8,939 | -245 | $840 |
ISHARES TR (IYW) | 6,135 | UNCH | $829 |
IYW | 6,135 | UNCH | $829 |
VANGUARD TAX MANAGED FDS (VEA) | 16,495 | +6,395 | $828 |
VEA | 16,495 | +6,395 | $828 |
PHILLIPS 66 | 4,944 | -54 | $808 |
PSX | 4,944 | -54 | $808 |
ISHARES TR (IWO) | 2,960 | +19 | $802 |
IWO | 2,960 | +19 | $802 |
US BANCORP DEL | 17,775 | +23 | $795 |
USB | 17,775 | +23 | $795 |
VANGUARD SCOTTSDALE FDS (VCSH) | 10,249 | +68 | $792 |
VCSH | 10,249 | +68 | $792 |
PROSHARES TR (NOBL) | 7,711 | -1,329 | $782 |
NOBL | 7,711 | -1,329 | $782 |
COMMERCE BANCSHARES INC (CBSH) | 14,507 | +29 | $772 |
CBSH | 14,507 | +29 | $772 |
CALUMET SPECIALTY PRODS PART | 51,818 | -3,050 | $770 |
CLMT | 51,818 | -3,050 | $770 |
CISCO SYS INC | 15,425 | -257 | $770 |
CSCO | 15,425 | -257 | $770 |
LOWES COS INC | 2,986 | -103 | $761 |
LOW | 2,986 | -103 | $761 |
FIRST TR EXCH TRADED FD III (MARB) | 38,391 | +457 | $760 |
MARB | 38,391 | +457 | $760 |
VANGUARD WHITEHALL FDS (VYMI) | 10,777 | +268 | $741 |
VYMI | 10,777 | +268 | $741 |
RTX CORPORATION | 7,522 | -55 | $734 |
RTX | 7,522 | -55 | $734 |
PFIZER INC | 25,964 | -2,422 | $721 |
PFE | 25,964 | -2,422 | $721 |
VANGUARD INDEX FDS (VNQ) | 8,329 | -267 | $720 |
VNQ | 8,329 | -267 | $720 |
SALESFORCE INC | 2,348 | -181 | $707 |
CRM | 2,348 | -181 | $707 |
NETFLIX INC | 1,147 | UNCH | $697 |
NFLX | 1,147 | UNCH | $697 |
BLACKROCK INC | 826 | +5 | $689 |
BLK | 826 | +5 | $689 |
DEERE & CO | 1,664 | +14 | $684 |
DE | 1,664 | +14 | $684 |
VANGUARD INDEX FDS (VTV) | 4,130 | +432 | $673 |
VTV | 4,130 | +432 | $673 |
SHOPIFY INC | 8,603 | -1,850 | $664 |
SHOP | 8,603 | -1,850 | $664 |
SEABOARD CORP DEL | 204 | UNCH | $657 |
SEB | 204 | UNCH | $657 |
UMB FINL CORP | 7,354 | +27 | $640 |
UMBF | 7,354 | +27 | $640 |
PGIM ETF TR (PTRB) | 15,313 | +6,009 | $637 |
PTRB | 15,313 | +6,009 | $637 |
VANGUARD WORLD FD (MGK) | 2,213 | +2,213 | $634 |
MGK | 2,213 | +2,213 | $634 |
SCHWAB STRATEGIC TR | 12,789 | -699 | $630 |
SCHA | 12,789 | -699 | $630 |
ARS PHARMACEUTICALS INC | 60,470 | +14,500 | $618 |
SPRY | 60,470 | +14,500 | $618 |
VANGUARD WORLD FD (VHT) | 2,276 | +3 | $616 |
VHT | 2,276 | +3 | $616 |
VANECK ETF TRUST (SMB) | 36,039 | +2,326 | $613 |
SMB | 36,039 | +2,326 | $613 |
UNUM GROUP | 11,384 | +78 | $611 |
UNM | 11,384 | +78 | $611 |
ISHARES TR (IJT) | 4,656 | -2 | $609 |
IJT | 4,656 | -2 | $609 |
OAKTREE SPECIALTY LENDING CO | 30,373 | -3,686 | $597 |
OCSL | 30,373 | -3,686 | $597 |
ABBOTT LABS | 5,201 | -36 | $591 |
ABT | 5,201 | -36 | $591 |
INVESCO EXCH TRADED FD TR II (GOVI) | 20,906 | +20,906 | $587 |
GOVI | 20,906 | +20,906 | $587 |
SPDR SER TR (SDY) | 4,453 | -107 | $584 |
SDY | 4,453 | -107 | $584 |
SPDR S&P MIDCAP 400 ETF TR (MDY) | 1,046 | UNCH | $582 |
MDY | 1,046 | UNCH | $582 |
COLGATE PALMOLIVE CO | 6,319 | -139 | $569 |
CL | 6,319 | -139 | $569 |
AT&T INC | 32,106 | +92 | $565 |
T | 32,106 | +92 | $565 |
SELECT SECTOR SPDR TR (XLK) | 2,712 | +117 | $565 |
XLK | 2,712 | +117 | $565 |
ISHARES TR (AGG) | 5,754 | -1,817 | $564 |
AGG | 5,754 | -1,817 | $564 |
VANGUARD INDEX FDS (VUG) | 1,630 | +711 | $561 |
VUG | 1,630 | +711 | $561 |
CARDINAL HEALTH INC | 4,943 | -4 | $553 |
CAH | 4,943 | -4 | $553 |
FORD MTR CO DEL | 41,428 | +68 | $550 |
F | 41,428 | +68 | $550 |
KLA CORP | 769 | +20 | $537 |
KLAC | 769 | +20 | $537 |
INVESCO EXCH TRADED FD TR II (CUT) | 15,754 | UNCH | $534 |
CUT | 15,754 | UNCH | $534 |
ISHARES INC (ACWV) | 5,067 | -299 | $533 |
ACWV | 5,067 | -299 | $533 |
VANGUARD INDEX FDS (VB) | 2,322 | -60 | $531 |
VB | 2,322 | -60 | $531 |
DRAFTKINGS INC NEW | 11,665 | -900 | $530 |
DKNG | 11,665 | -900 | $530 |
THE TRADE DESK INC | 6,021 | -2,320 | $526 |
TTD | 6,021 | -2,320 | $526 |
WELLS FARGO CO NEW | $517 | ||
WFC | 8,727 | -657 | $506 |
WFC.PRL | 9 | UNCH | $11 |
ENERGY TRANSFER L P | 31,810 | +450 | $500 |
ET | 31,810 | +450 | $500 |
VANGUARD WORLD FD (VGT) | 953 | -3 | $500 |
VGT | 953 | -3 | $500 |
VANGUARD BD INDEX FDS (BSV) | 6,508 | -383 | $499 |
BSV | 6,508 | -383 | $499 |
BOSTON SCIENTIFIC CORP | 7,266 | +137 | $498 |
BSX | 7,266 | +137 | $498 |
ONEOK INC NEW | 6,099 | +22 | $489 |
OKE | 6,099 | +22 | $489 |
FIRST TR EXCHANGE TRADED FD (TDIV) | 7,020 | -6,280 | $489 |
TDIV | 7,020 | -6,280 | $489 |
VANGUARD INTL EQUITY INDEX F (VWO) | 11,531 | +2,147 | $482 |
VWO | 11,531 | +2,147 | $482 |
PINNACLE FINL PARTNERS INC | 5,574 | -36 | $479 |
PNFP | 5,574 | -36 | $479 |
NORFOLK SOUTHN CORP | 1,875 | +68 | $478 |
NSC | 1,875 | +68 | $478 |
FIRST TR EXCHANGE TRADED FD (EMLP) | 15,839 | +142 | $468 |
EMLP | 15,839 | +142 | $468 |
EMERSON ELEC CO | 4,034 | -15 | $458 |
EMR | 4,034 | -15 | $458 |
SELECT SECTOR SPDR TR (XLI) | 3,633 | +85 | $458 |
XLI | 3,633 | +85 | $458 |
FIDELITY MERRIMACK STR TR | 9,916 | +724 | $449 |
FBND | 9,916 | +724 | $449 |
ENTERPRISE PRODS PARTNERS L | 15,131 | -97 | $442 |
EPD | 15,131 | -97 | $442 |
THERMO FISHER SCIENTIFIC INC | 749 | -23 | $435 |
TMO | 749 | -23 | $435 |
SCHWAB CHARLES CORP | 5,972 | -2,810 | $432 |
SCHW | 5,972 | -2,810 | $432 |
VANGUARD STAR FDS (VXUS) | 7,110 | -481 | $429 |
VXUS | 7,110 | -481 | $429 |
ISHARES TR (MBB) | 4,593 | -479 | $425 |
MBB | 4,593 | -479 | $425 |
SPDR SER TR (XBI) | 4,429 | UNCH | $420 |
XBI | 4,429 | UNCH | $420 |
ARCHER DANIELS MIDLAND CO | 6,666 | +61 | $419 |
ADM | 6,666 | +61 | $419 |
BRISTOL MYERS SQUIBB CO | 7,705 | -285 | $418 |
BMY | 7,705 | -285 | $418 |
ORACLE CORP | 3,332 | +5 | $418 |
ORCL | 3,332 | +5 | $418 |
SHELL PLC | 6,231 | +31 | $418 |
SHEL | 6,231 | +31 | $418 |
ISHARES TR (IWB) | 1,434 | -5 | $413 |
IWB | 1,434 | -5 | $413 |
TARGET CORP | 2,242 | -95 | $397 |
TGT | 2,242 | -95 | $397 |
QUALCOMM INC | 2,331 | -310 | $395 |
QCOM | 2,331 | -310 | $395 |
SHERWIN WILLIAMS CO | 1,137 | -148 | $395 |
SHW | 1,137 | -148 | $395 |
HENRY JACK & ASSOC INC | 2,268 | +525 | $394 |
JKHY | 2,268 | +525 | $394 |
PRUDENTIAL FINL INC | 3,309 | +11 | $388 |
PRU | 3,309 | +11 | $388 |
GENERAL ELECTRIC CO | 2,204 | +1 | $387 |
GE | 2,204 | +1 | $387 |
HCA HEALTHCARE INC | 1,140 | UNCH | $380 |
HCA | 1,140 | UNCH | $380 |
FIRST TR LRGE CP CORE ALPHA (FEX) | 3,800 | UNCH | $377 |
FEX | 3,800 | UNCH | $377 |
VANGUARD INTL EQUITY INDEX F (VT) | 3,392 | -205 | $375 |
VT | 3,392 | -205 | $375 |
INVESCO EXCHANGE TRADED FD T (RZG) | 7,693 | -21 | $374 |
RZG | 7,693 | -21 | $374 |
ISHARES TR (IJK) | 4,068 | +87 | $371 |
IJK | 4,068 | +87 | $371 |
KROGER CO | 6,461 | +12 | $369 |
KR | 6,461 | +12 | $369 |
ECOLAB INC | 1,573 | -113 | $363 |
ECL | 1,573 | -113 | $363 |
WILLIAMS COS INC | 9,293 | +27 | $362 |
WMB | 9,293 | +27 | $362 |
ISHARES TR (EFAV) | 5,093 | -267 | $361 |
EFAV | 5,093 | -267 | $361 |
ETF SER SOLUTIONS (JETS) | 17,200 | -1,600 | $361 |
JETS | 17,200 | -1,600 | $361 |
NUCOR CORP | 1,820 | UNCH | $360 |
NUE | 1,820 | UNCH | $360 |
VANGUARD SCOTTSDALE FDS (VTWV) | 2,556 | +7 | $357 |
VTWV | 2,556 | +7 | $357 |
CELSIUS HLDGS INC | 4,298 | -352 | $356 |
CELH | 4,298 | -352 | $356 |
INTUITIVE SURGICAL INC | 880 | +6 | $351 |
ISRG | 880 | +6 | $351 |
INVESCO EXCHANGE TRADED FD T (RSPN) | 6,892 | -1,085 | $329 |
RSPN | 6,892 | -1,085 | $329 |
EVERGY INC | 6,092 | +160 | $325 |
EVRG | 6,092 | +160 | $325 |
ISHARES BITCOIN TR (IBIT) | 8,042 | +8,042 | $325 |
IBIT | 8,042 | +8,042 | $325 |
KIMBERLY CLARK CORP | 2,492 | -241 | $322 |
KMB | 2,492 | -241 | $322 |
VANGUARD ADMIRAL FDS INC (VIOV) | 3,592 | +4 | $318 |
VIOV | 3,592 | +4 | $318 |
ISHARES TR (MTUM) | 1,682 | -96 | $315 |
MTUM | 1,682 | -96 | $315 |
MCKESSON CORP | 581 | +2 | $312 |
MCK | 581 | +2 | $312 |
VANECK ETF TRUST (MOAT) | 3,443 | +343 | $310 |
MOAT | 3,443 | +343 | $310 |
ISHARES TR (ISTB) | 6,424 | -8,589 | $305 |
ISTB | 6,424 | -8,589 | $305 |
MASTERCARD INCORPORATED | 605 | -23 | $291 |
MA | 605 | -23 | $291 |
MONDELEZ INTL INC | 4,142 | +232 | $290 |
MDLZ | 4,142 | +232 | $290 |
ISHARES TR (IDEV) | 4,212 | UNCH | $283 |
IDEV | 4,212 | UNCH | $283 |
INVESCO EXCHANGE TRADED FD T (PRFZ) | 7,116 | +12 | $280 |
PRFZ | 7,116 | +12 | $280 |
BP PLC | 7,355 | -806 | $277 |
BP | 7,355 | -806 | $277 |
FIRST TR MID CAP CORE ALPHAD (FNX) | 2,434 | UNCH | $276 |
FNX | 2,434 | UNCH | $276 |
TJX COS INC NEW | 2,662 | +206 | $270 |
TJX | 2,662 | +206 | $270 |
PAYCHEX INC | 2,185 | -29 | $268 |
PAYX | 2,185 | -29 | $268 |
ADOBE INC | 512 | -110 | $258 |
ADBE | 512 | -110 | $258 |
FIRST TR EXCHANGE TRADED FD (FDN) | 1,244 | UNCH | $255 |
FDN | 1,244 | UNCH | $255 |
FEDEX CORP | 855 | +2 | $248 |
FDX | 855 | +2 | $248 |
CHIPOTLE MEXICAN GRILL INC | 85 | +85 | $247 |
CMG | 85 | +85 | $247 |
CANADIAN PACIFIC KANSAS CITY | 2,742 | +1 | $242 |
CP | 2,742 | +1 | $242 |
VANECK ETF TRUST (SMH) | 1,065 | -80 | $240 |
SMH | 1,065 | -80 | $240 |
COHEN & STEERS INFRASTRUCTUR | 10,199 | UNCH | $240 |
UTF | 10,199 | UNCH | $240 |
CLOROX CO DEL | 1,554 | -43 | $238 |
CLX | 1,554 | -43 | $238 |
CONSTELLATION BRANDS INC | 877 | -400 | $238 |
STZ | 877 | -400 | $238 |
PALANTIR TECHNOLOGIES INC | 10,135 | UNCH | $233 |
PLTR | 10,135 | UNCH | $233 |
GLOBAL X FDS | 5,815 | +26 | $232 |
PAVE | 5,815 | +26 | $232 |
INVESCO EXCHANGE TRADED FD T (PRF) | 5,989 | +17 | $230 |
PRF | 5,989 | +17 | $230 |
ALTRIA GROUP INC | 5,201 | -317 | $227 |
MO | 5,201 | -317 | $227 |
VANGUARD INDEX FDS (VO) | 906 | -62 | $226 |
VO | 906 | -62 | $226 |
SOUTHWEST AIRLS CO | 7,531 | +30 | $220 |
LUV | 7,531 | +30 | $220 |
CSX CORP | 5,872 | +14 | $218 |
CSX | 5,872 | +14 | $218 |
FORTUNE BRANDS INNOVATIONS I | 2,562 | +2,562 | $217 |
FBIN | 2,562 | +2,562 | $217 |
3M CO | 2,043 | -107 | $217 |
MMM | 2,043 | -107 | $217 |
GOLDMAN SACHS GROUP INC | 517 | +517 | $216 |
GS | 517 | +517 | $216 |
KIMCO RLTY CORP | 11,015 | +35 | $216 |
KIM | 11,015 | +35 | $216 |
PALO ALTO NETWORKS INC | 754 | +49 | $214 |
PANW | 754 | +49 | $214 |
SCHWAB STRATEGIC TR | 3,164 | -12 | $213 |
FNDX | 3,164 | -12 | $213 |
VANGUARD BD INDEX FDS (BND) | 2,838 | +81 | $206 |
BND | 2,838 | +81 | $206 |
MARSH & MCLENNAN COS INC | 998 | +998 | $206 |
MMC | 998 | +998 | $206 |
PLUG POWER INC | 59,930 | +49,930 | $206 |
PLUG | 59,930 | +49,930 | $206 |
GRAINGER W W INC | 199 | +199 | $202 |
GWW | 199 | +199 | $202 |
OREILLY AUTOMOTIVE INC | 179 | +179 | $202 |
ORLY | 179 | +179 | $202 |
SPDR SER TR (SPYG) | 2,733 | -551 | $200 |
SPYG | 2,733 | -551 | $200 |
ISHARES TR (IYE) | 4,011 | +21 | $198 |
IYE | 4,011 | +21 | $198 |
LEGGETT & PLATT INC | 10,198 | +206 | $195 |
LEG | 10,198 | +206 | $195 |
SELECTQUOTE INC | 97,499 | UNCH | $195 |
SLQT | 97,499 | UNCH | $195 |
AMERICAN CENTY ETF TR (AVMU) | 4,090 | +22 | $191 |
AVMU | 4,090 | +22 | $191 |
ISHARES TR (HYG) | 2,424 | -153 | $188 |
HYG | 2,424 | -153 | $188 |
VANGUARD INTL EQUITY INDEX F (VSS) | 1,560 | -188 | $182 |
VSS | 1,560 | -188 | $182 |
GLOBAL X FDS | 4,061 | +122 | $166 |
XYLD | 4,061 | +122 | $166 |
VANGUARD INTL EQUITY INDEX F (VEU) | 2,807 | +88 | $165 |
VEU | 2,807 | +88 | $165 |
ISHARES INC (EUSA) | 1,800 | UNCH | $164 |
EUSA | 1,800 | UNCH | $164 |
VANECK ETF TRUST (HAP) | 2,985 | -22,832 | $152 |
HAP | 2,985 | -22,832 | $152 |
ISHARES INC (URTH) | 1,031 | UNCH | $149 |
URTH | 1,031 | UNCH | $149 |
ISHARES TR (EEM) | 3,610 | UNCH | $148 |
EEM | 3,610 | UNCH | $148 |
ISHARES TR (IHI) | 2,470 | UNCH | $145 |
IHI | 2,470 | UNCH | $145 |
SPDR INDEX SHS FDS (SPGM) | 2,413 | UNCH | $144 |
SPGM | 2,413 | UNCH | $144 |
FIRST TR EXCHANGE TRADED FD (FXZ) | 2,010 | UNCH | $143 |
FXZ | 2,010 | UNCH | $143 |
ISHARES TR (ACWI) | 1,254 | UNCH | $138 |
ACWI | 1,254 | UNCH | $138 |
SOFI TECHNOLOGIES INC | 16,820 | +1,000 | $123 |
SOFI | 16,820 | +1,000 | $123 |
FIRST TR EXCHANGE TRADED FD (FV) | 2,011 | UNCH | $115 |
FV | 2,011 | UNCH | $115 |
VANECK ETF TRUST (RAAX) | 4,204 | +109 | $114 |
RAAX | 4,204 | +109 | $114 |
ISHARES INC (EMXC) | 1,931 | -65 | $111 |
EMXC | 1,931 | -65 | $111 |
ISHARES TR (SOXX) | 471 | +6 | $106 |
SOXX | 471 | +6 | $106 |
INVESCO EXCH TRD SLF IDX FD | 5,008 | +5,008 | $101 |
BSCS | 5,008 | +5,008 | $101 |
INVESCO EXCH TRD SLF IDX FD | 5,499 | +5,499 | $101 |
BSCT | 5,499 | +5,499 | $101 |
ISHARES TR (IXC) | 2,330 | UNCH | $100 |
IXC | 2,330 | UNCH | $100 |
SPDR SER TR (SPMD) | 1,856 | +1,083 | $99 |
SPMD | 1,856 | +1,083 | $99 |
PROSHARES TR (SMDV) | 1,521 | +7 | $97 |
SMDV | 1,521 | +7 | $97 |
GLOBAL X FDS | 1,996 | +38 | $96 |
MLPA | 1,996 | +38 | $96 |
ISHARES TR (ITA) | 721 | -16 | $95 |
ITA | 721 | -16 | $95 |
ISHARES TR (SUSA) | 807 | +3 | $88 |
SUSA | 807 | +3 | $88 |
SELECT SECTOR SPDR TR (XLF) | 2,022 | -1,518 | $85 |
XLF | 2,022 | -1,518 | $85 |
VANGUARD ADMIRAL FDS INC (VIOO) | 830 | UNCH | $84 |
VIOO | 830 | UNCH | $84 |
FIRST TR EXCHANGE TRADED FD (FTXN) | 2,584 | +12 | $83 |
FTXN | 2,584 | +12 | $83 |
ISHARES TR (IDU) | 980 | UNCH | $83 |
IDU | 980 | UNCH | $83 |
INVESCO EXCH TRADED FD TR II (PHB) | 4,500 | +488 | $82 |
PHB | 4,500 | +488 | $82 |
ISHARES TR (GVI) | 762 | -749 | $79 |
GVI | 762 | -749 | $79 |
AMERICAN CENTY ETF TR (AVES) | 1,627 | +1,627 | $77 |
AVES | 1,627 | +1,627 | $77 |
ISHARES TR (IUSB) | 1,659 | -701 | $76 |
IUSB | 1,659 | -701 | $76 |
ISHARES TR (IGV) | 850 | +680 | $72 |
IGV | 850 | +680 | $72 |
PELOTON INTERACTIVE INC | 16,386 | UNCH | $70 |
PTON | 16,386 | UNCH | $70 |
SPDR SER TR (SPIB) | 2,124 | -89 | $69 |
SPIB | 2,124 | -89 | $69 |
ISHARES INC (PICK) | 1,577 | UNCH | $66 |
PICK | 1,577 | UNCH | $66 |
SPDR INDEX SHS FDS (RWO) | 1,546 | -1,400 | $66 |
RWO | 1,546 | -1,400 | $66 |
ADTHEORENT HOLDING COMPANY | 19,708 | +19,708 | $63 |
ADTH | 19,708 | +19,708 | $63 |
ETF SER SOLUTIONS (FIVG) | 1,586 | +4 | $62 |
FIVG | 1,586 | +4 | $62 |
VANECK ETF TRUST (PFXF) | 3,402 | +28 | $60 |
PFXF | 3,402 | +28 | $60 |
VANGUARD WORLD FD (VCR) | 188 | UNCH | $60 |
VCR | 188 | UNCH | $60 |
ISHARES TR (DGRO) | 1,018 | UNCH | $59 |
DGRO | 1,018 | UNCH | $59 |
ISHARES TR (VLUE) | 534 | -178 | $58 |
VLUE | 534 | -178 | $58 |
ISHARES INC (EWW) | 810 | UNCH | $56 |
EWW | 810 | UNCH | $56 |
ISHARES TR (DSI) | 549 | +99 | $55 |
DSI | 549 | +99 | $55 |
ISHARES TR (TLT) | 583 | +466 | $55 |
TLT | 583 | +466 | $55 |
VANGUARD INDEX FDS (VXF) | 303 | +1 | $53 |
VXF | 303 | +1 | $53 |
LUCID GROUP INC | 18,220 | +3,300 | $52 |
LCID | 18,220 | +3,300 | $52 |
TERRAN ORBITAL CORPORATION | 39,315 | UNCH | $52 |
LLAP | 39,315 | UNCH | $52 |
SPDR INDEX SHS FDS (SPDW) | 1,450 | +363 | $52 |
SPDW | 1,450 | +363 | $52 |
ISHARES TR (IXUS) | 755 | UNCH | $51 |
IXUS | 755 | UNCH | $51 |
SCHWAB STRATEGIC TR | 850 | +2 | $48 |
FNDA | 850 | +2 | $48 |
ISHARES TR (QUAL) | 293 | -6 | $48 |
QUAL | 293 | -6 | $48 |
VANECK ETF TRUST (NLR) | 596 | -36 | $45 |
NLR | 596 | -36 | $45 |
SPDR SER TR (SPMB) | 2,056 | +62 | $45 |
SPMB | 2,056 | +62 | $45 |
SPDR SER TR (XAR) | 322 | UNCH | $45 |
XAR | 322 | UNCH | $45 |
ISHARES TR (IUSG) | 376 | +110 | $44 |
IUSG | 376 | +110 | $44 |
VANECK ETF TRUST (CLOI) | 819 | +133 | $43 |
CLOI | 819 | +133 | $43 |
ISHARES TR (ESGD) | 526 | -61 | $42 |
ESGD | 526 | -61 | $42 |
FIRST TR EXCHANGE TRADED FD (FXR) | 577 | UNCH | $42 |
FXR | 577 | UNCH | $42 |
MDXHEALTH SA | 16,325 | +16,325 | $42 |
MDXH | 16,325 | +16,325 | $42 |
SELECT SECTOR SPDR TR (XLV) | 278 | -9 | $41 |
XLV | 278 | -9 | $41 |
DIMENSIONAL ETF TRUST (DFAS) | 644 | +213 | $40 |
DFAS | 644 | +213 | $40 |
FIRST TR EXCHANGE TRADED FD (FXL) | 292 | UNCH | $39 |
FXL | 292 | UNCH | $39 |
GLOBAL X FDS | 1,084 | +1 | $37 |
AIQ | 1,084 | +1 | $37 |
DIMENSIONAL ETF TRUST (DFIV) | 1,020 | UNCH | $37 |
DFIV | 1,020 | UNCH | $37 |
FIRST TR EXCHANGE TRADED FD (FXD) | 571 | +1 | $37 |
FXD | 571 | +1 | $37 |
SPDR SER TR (HYMB) | 1,440 | +1,346 | $37 |
HYMB | 1,440 | +1,346 | $37 |
VANECK ETF TRUST (OIH) | 100 | UNCH | $34 |
OIH | 100 | UNCH | $34 |
FIRST TR EXCHANGE TRADED FD (FTXR) | 1,039 | +4 | $33 |
FTXR | 1,039 | +4 | $33 |
GLOBAL X FDS | 714 | +53 | $32 |
LIT | 714 | +53 | $32 |
SPDR SER TR (SPTM) | 480 | +480 | $31 |
SPTM | 480 | +480 | $31 |
SPDR SER TR (XHB) | 278 | UNCH | $31 |
XHB | 278 | UNCH | $31 |
ISHARES INC (EZU) | 550 | -410 | $28 |
EZU | 550 | -410 | $28 |
ISHARES TR (IYH) | 455 | +385 | $28 |
IYH | 455 | +385 | $28 |
LUMEN TECHNOLOGIES INC | 17,962 | -9,496 | $28 |
LUMN | 17,962 | -9,496 | $28 |
INVESCO EXCH TRADED FD TR II (PIE) | 1,326 | UNCH | $28 |
PIE | 1,326 | UNCH | $28 |
VANECK ETF TRUST (SMOT) | 827 | UNCH | $28 |
SMOT | 827 | UNCH | $28 |
SPDR SER TR (XSW) | 177 | -16 | $28 |
XSW | 177 | -16 | $28 |
KRANESHARES TRUST (KBA) | 1,258 | -1 | $27 |
KBA | 1,258 | -1 | $27 |
VANGUARD WORLD FD (VDC) | 133 | UNCH | $27 |
VDC | 133 | UNCH | $27 |
SELECT SECTOR SPDR TR (XLU) | 406 | -27 | $27 |
XLU | 406 | -27 | $27 |
GLOBAL X FDS | 944 | UNCH | $26 |
FINX | 944 | UNCH | $26 |
SCHWAB STRATEGIC TR | 931 | UNCH | $26 |
FNDE | 931 | UNCH | $26 |
MULTIPLAN CORPORATION | 31,867 | +31,867 | $26 |
MPLN | 31,867 | +31,867 | $26 |
SPDR INDEX SHS FDS (DWX) | 694 | +4 | $24 |
DWX | 694 | +4 | $24 |
VANECK ETF TRUST (MOO) | 323 | UNCH | $24 |
MOO | 323 | UNCH | $24 |
INVESCO EXCH TRADED FD TR II (PXF) | 493 | UNCH | $24 |
PXF | 493 | UNCH | $24 |
ISHARES TR (SDG) | 303 | UNCH | $24 |
SDG | 303 | UNCH | $24 |
AMERICAN CENTY ETF TR (AVEM) | 388 | +100 | $23 |
AVEM | 388 | +100 | $23 |
VANGUARD WORLD FD (VPU) | 155 | +2 | $22 |
VPU | 155 | +2 | $22 |
TWIN VEE POWERCATS CO | 24,035 | UNCH | $21 |
VEEE | 24,035 | UNCH | $21 |
INVESCO EXCHANGE TRADED FD T (RPV) | 228 | +1 | $20 |
RPV | 228 | +1 | $20 |
SPDR SER TR (SPYV) | 399 | +399 | $20 |
SPYV | 399 | +399 | $20 |
AMERICAN CENTY ETF TR (AVLC) | 292 | +292 | $18 |
AVLC | 292 | +292 | $18 |
KRANESHARES TRUST (KWEB) | 691 | -2,576 | $18 |
KWEB | 691 | -2,576 | $18 |
ISHARES TR (LQD) | 169 | -60 | $18 |
LQD | 169 | -60 | $18 |
INVESCO EXCHANGE TRADED FD T (PID) | 947 | +9 | $18 |
PID | 947 | +9 | $18 |
VANECK ETF TRUST (REMX) | 342 | UNCH | $18 |
REMX | 342 | UNCH | $18 |
ISHARES INC (ESGE) | 529 | +113 | $17 |
ESGE | 529 | +113 | $17 |
SCHWAB STRATEGIC TR | 455 | UNCH | $16 |
FNDC | 455 | UNCH | $16 |
SELECT SECTOR SPDR TR (XLRE) | 413 | +377 | $16 |
XLRE | 413 | +377 | $16 |
SPDR INDEX SHS FDS (SPEM) | 417 | +28 | $15 |
SPEM | 417 | +28 | $15 |
VANGUARD SCOTTSDALE FDS (VGSH) | 253 | +253 | $15 |
VGSH | 253 | +253 | $15 |
VANECK ETF TRUST (GDX) | 443 | UNCH | $14 |
GDX | 443 | UNCH | $14 |
FIRST TR EXCHANGE TRADED FD (SKYY) | 135 | UNCH | $13 |
SKYY | 135 | UNCH | $13 |
ISHARES TR (GOVT) | 523 | -16 | $12 |
GOVT | 523 | -16 | $12 |
SCHWAB STRATEGIC TR | 259 | +259 | $12 |
SCHO | 259 | +259 | $12 |
SCHWAB STRATEGIC TR | 553 | +21 | $11 |
SCHH | 553 | +21 | $11 |
ISHARES TR (FALN) | 390 | +4 | $10 |
FALN | 390 | +4 | $10 |
ISHARES TR (REM) | 395 | UNCH | $9 |
REM | 395 | UNCH | $9 |
ISHARES TR (SUSC) | 371 | +68 | $9 |
SUSC | 371 | +68 | $9 |
ISHARES TR (SCZ) | 124 | +76 | $8 |
SCZ | 124 | +76 | $8 |
AMERICAN CENTY ETF TR (AVDV) | 110 | +110 | $7 |
AVDV | 110 | +110 | $7 |
DIMENSIONAL ETF TRUST (DFAT) | 136 | +136 | $7 |
DFAT | 136 | +136 | $7 |
SPDR SER TR (SPBO) | 232 | +2 | $7 |
SPBO | 232 | +2 | $7 |
SPDR INDEX SHS FDS (WDIV) | 119 | +102 | $7 |
WDIV | 119 | +102 | $7 |
GLOBAL X FDS | 200 | -1 | $6 |
BOTZ | 200 | -1 | $6 |
FIRST TR EXCHANGE TRADED FD (CIBR) | 104 | +1 | $6 |
CIBR | 104 | +1 | $6 |
WISDOMTREE TR | 125 | +125 | $6 |
DGS | 125 | +125 | $6 |
SPDR INDEX SHS FDS (EDIV) | 177 | +177 | $6 |
EDIV | 177 | +177 | $6 |
FIRST TR EXCHANGE TRADED FD (FGD) | 270 | +270 | $6 |
FGD | 270 | +270 | $6 |
ISHARES TR (KXI) | 100 | -16 | $6 |
KXI | 100 | -16 | $6 |
DIMENSIONAL ETF TRUST (DFIS) | 156 | +156 | $4 |
DFIS | 156 | +156 | $4 |
ISHARES INC (EEMV) | 69 | -63 | $4 |
EEMV | 69 | -63 | $4 |
ISHARES TR (IEF) | 39 | +39 | $4 |
IEF | 39 | +39 | $4 |
ETF SER SOLUTIONS (NUSI) | 155 | +155 | $4 |
NUSI | 155 | +155 | $4 |
ISHARES TR (STIP) | 40 | UNCH | $4 |
STIP | 40 | UNCH | $4 |
GLOBAL X FDS | 138 | -72 | $4 |
URA | 138 | -72 | $4 |
ISHARES TR (USIG) | 70 | +70 | $4 |
USIG | 70 | +70 | $4 |
VANGUARD SCOTTSDALE FDS (VGLT) | 60 | +60 | $4 |
VGLT | 60 | +60 | $4 |
ISHARES INC (EWJ) | 48 | UNCH | $3 |
EWJ | 48 | UNCH | $3 |
ISHARES TR (ACWX) | 31 | UNCH | $2 |
ACWX | 31 | UNCH | $2 |
SCHWAB STRATEGIC TR | 66 | UNCH | $2 |
SCHC | 66 | UNCH | $2 |
ISHARES TR (AGZ) | 5 | UNCH | $1 |
AGZ | 5 | UNCH | $1 |
ISHARES TR (IGIB) | 22 | -125 | $1 |
IGIB | 22 | -125 | $1 |
ISHARES TR (IGSB) | 13 | -722 | $1 |
IGSB | 13 | -722 | $1 |
ISHARES TR (INDA) | 15 | -20 | $1 |
INDA | 15 | -20 | $1 |
INVESCO EXCH TRADED FD TR II (PCY) | 40 | +40 | $1 |
PCY | 40 | +40 | $1 |
ISHARES TR (TIP) | 7 | UNCH | $1 |
TIP | 7 | UNCH | $1 |
ISHARES INC (TUR) | 30 | +30 | $1 |
TUR | 30 | +30 | $1 |
ADTHEORENT HOLDING COMPANY | 13,596 | +13,596 | <$1 |
ADTHW | 13,596 | +13,596 | $0 |
INVESCO EXCHANGE TRADED FD T (DJD) | 1 | -642 | <$1 |
DJD | 1 | -642 | $0 |
FIRST TR EXCHANGE TRADED FD (FCG) | 5 | UNCH | <$1 |
FCG | 5 | UNCH | $0 |
SCHWAB STRATEGIC TR | 10 | +1 | <$1 |
SCHR | 10 | +1 | $0 |
ISHARES TR (SHY) | 3 | -28 | <$1 |
SHY | 3 | -28 | $0 |
SPDR SER TR (SPSB) | 1 | UNCH | <$1 |
SPSB | 1 | UNCH | $0 |
VANGUARD SCOTTSDALE FDS (VMBS) | 2 | +0 | $0 |
VMBS | 2 | UNCH | $0 |
J P MORGAN EXCHANGE TRADED F | $0 (exited) | ||
BBCA | 0 | -22 | $0 |
CAPITOL FED FINL INC | $0 (exited) | ||
CFFN | 0 | -10,862 | $0 |
ETF SER SOLUTIONS | $0 (exited) | ||
DEEP | 0 | -689 | $0 |
ISHARES TR | $0 (exited) | ||
EMB | 0 | -59 | $0 |
FISKER INC | $0 (exited) | ||
FSR | 0 | -13,203 | $0 |
ISHARES TR | $0 (exited) | ||
FXI | 0 | -500 | $0 |
SPDR INDEX SHS FDS | $0 (exited) | ||
GNR | 0 | -22 | $0 |
ISHARES TR | $0 (exited) | ||
IQLT | 0 | -51 | $0 |
ISHARES TR | $0 (exited) | ||
IYR | 0 | -408 | $0 |
ISHARES TR | $0 (exited) | ||
MCHI | 0 | -77 | $0 |
INVESCO EXCH TRADED FD TR II | $0 (exited) | ||
PLW | 0 | -3,480 | $0 |
PROSHARES TR | $0 (exited) | ||
PSQ | 0 | -13,990 | $0 |
INVESCO EXCHANGE TRADED FD T | $0 (exited) | ||
RSPT | 0 | -177 | $0 |
SPDR SER TR | $0 (exited) | ||
SPLG | 0 | -256 | $0 |
VANGUARD SCOTTSDALE FDS | $0 (exited) | ||
VGIT | 0 | -28 | $0 |
VANGUARD INTL EQUITY INDEX F | $0 (exited) | ||
VGK | 0 | -128 | $0 |
SELECT SECTOR SPDR TR | $0 (exited) | ||
XLC | 0 | -34 | $0 |
SELECT SECTOR SPDR TR | $0 (exited) | ||
XLP | 0 | -20 | $0 |
SELECT SECTOR SPDR TR | 0 | -7 | $0 (exited) |
XLY | 0 | -7 | $0 |
See Summary: FAS Wealth Partners Inc. Top Holdings
See Details: Top 10 Stocks Held By FAS Wealth Partners Inc.
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
MGK | +2,213 | +$634 |
GOVI | +20,906 | +$587 |
IBIT | +8,042 | +$325 |
CMG | +85 | +$247 |
FBIN | +2,562 | +$217 |
GS | +517 | +$216 |
MMC | +998 | +$206 |
GWW | +199 | +$202 |
ORLY | +179 | +$202 |
BSCS | +5,008 | +$101 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
PSQ | -13,990 | -$133 |
PLW | -3,480 | -$100 |
CFFN | -10,862 | -$70 |
IYR | -408 | -$37 |
DEEP | -689 | -$25 |
FSR | -13,203 | -$23 |
SPLG | -256 | -$14 |
FXI | -500 | -$12 |
VGK | -128 | -$8 |
RSPT | -177 | -$6 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
JEPI | +97,680 | +$9,138 |
AVLV | +73,731 | +$7,772 |
PLUG | +49,930 | +$161 |
WMT | +49,317 | +$606 |
TLH | +45,143 | +$2,769 |
IJH | +21,920 | +$103 |
ILCG | +18,728 | +$6,318 |
SPRY | +14,500 | +$366 |
MDYG | +12,533 | +$5,869 |
HDV | +9,955 | +$1,668 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
REET | -32,220 | -$818 |
HAP | -22,832 | -$1,108 |
TPYP | -16,450 | -$144 |
SCHV | -15,678 | +$1,345 |
INTC | -14,429 | -$865 |
RSP | -11,732 | -$1,166 |
GOOG | -10,063 | -$919 |
LUMN | -9,496 | -$22 |
REGL | -9,348 | -$387 |
Size ($ in 1000's)
At 03/31/2024: $1,128,445 At 12/31/2023: $1,052,503 FAS Wealth Partners Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from FAS Wealth Partners Inc. 13F filings. Link to 13F filings: SEC filings |