Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD INDEX FDS (VOO) | 597,315 | -25,647 | $260,907 |
VOO | 597,315 | -25,647 | $260,907 |
SCHWAB STRATEGIC TR | 3,083,535 | -50,734 | $234,750 |
SCHD | 3,083,535 | -50,734 | $234,750 |
VANGUARD INDEX FDS (VUG) | 691,787 | +9,424 | $215,063 |
VUG | 691,787 | +9,424 | $215,063 |
UNITED PARCEL SERVICE INC | 881,544 | -9,362 | $138,605 |
UPS | 881,544 | -9,362 | $138,605 |
SPDR SER TR (SPTI) | 4,160,010 | +3,585,095 | $118,810 |
SPTI | 4,160,010 | +3,585,095 | $118,810 |
ISHARES TR (IEFA) | 1,422,255 | +63,359 | $100,056 |
IEFA | 1,422,255 | +63,359 | $100,056 |
ISHARES TR (IVV) | 188,110 | +22,585 | $89,847 |
IVV | 188,110 | +22,585 | $89,847 |
SPDR SER TR (SPSM) | 1,839,307 | +12,896 | $77,582 |
SPSM | 1,839,307 | +12,896 | $77,582 |
APPLE INC | 377,992 | -84,685 | $72,775 |
AAPL | 377,992 | -84,685 | $72,775 |
VANGUARD INDEX FDS (VTI) | 284,591 | +11,833 | $67,511 |
VTI | 284,591 | +11,833 | $67,511 |
ISHARES TR (USIG) | 1,288,994 | +1,172,469 | $66,074 |
USIG | 1,288,994 | +1,172,469 | $66,074 |
VANGUARD SCOTTSDALE FDS (VGSH) | 1,051,105 | -860,946 | $61,311 |
VGSH | 1,051,105 | -860,946 | $61,311 |
MICROSOFT CORP | 117,287 | -39,235 | $44,105 |
MSFT | 117,287 | -39,235 | $44,105 |
PIMCO ETF TR (MINT) | 434,272 | +425,946 | $43,336 |
MINT | 434,272 | +425,946 | $43,336 |
SPDR S&P 500 ETF TR (SPY) | 83,790 | +251,682 | $39,826 |
SPY | 83,790 | -3,918 | $39,826 |
VANGUARD INDEX FDS (VTV) | 260,173 | +87,691 | $38,896 |
VTV | 260,173 | +87,691 | $38,896 |
SPDR SER TR (SPYG) | 596,707 | +180,833 | $38,822 |
SPYG | 596,707 | +180,833 | $38,822 |
VANGUARD WORLD FD (MGV) | 319,622 | +73,223 | $34,957 |
MGV | 319,622 | +73,223 | $34,957 |
SPDR SER TR (SPLG) | 619,024 | -16,471 | $34,603 |
SPLG | 619,024 | -16,471 | $34,603 |
VANGUARD WORLD FD (MGK) | 126,973 | +30,709 | $32,951 |
MGK | 126,973 | +30,709 | $32,951 |
INVESCO QQQ TR | 78,911 | +16,284 | $32,316 |
QQQ | 78,911 | +16,284 | $32,316 |
VANGUARD TAX MANAGED FDS (VEA) | 551,974 | +57,100 | $26,440 |
VEA | 551,974 | +57,100 | $26,440 |
ISHARES INC (IEMG) | 477,701 | +56,813 | $24,162 |
IEMG | 477,701 | +56,813 | $24,162 |
ISHARES TR (QUAL) | 164,047 | +5,474 | $24,138 |
QUAL | 164,047 | +5,474 | $24,138 |
SPDR SER TR (SPYV) | 481,340 | +66,819 | $22,445 |
SPYV | 481,340 | +66,819 | $22,445 |
BERKSHIRE HATHAWAY INC DEL | $22,276 | ||
BRK.B | 58,653 | -7,159 | $20,919 |
BRK.A | 3 | UNCH | $1,357 |
INVESCO EXCH TRD SLF IDX FD | 508,228 | +31,417 | $22,006 |
IUS | 508,228 | +31,417 | $22,006 |
AMAZON COM INC | 133,496 | -52,576 | $20,283 |
AMZN | 133,496 | -52,576 | $20,283 |
VANGUARD INDEX FDS (VXF) | 114,227 | +43,242 | $18,781 |
VXF | 114,227 | +43,242 | $18,781 |
VANGUARD ADMIRAL FDS INC (VOOV) | 95,719 | -361 | $16,077 |
VOOV | 95,719 | -361 | $16,077 |
AMERICAN CENTY ETF TR (KORP) | 338,918 | +338,918 | $15,770 |
KORP | 338,918 | +338,918 | $15,770 |
ISHARES TR (EFV) | 295,375 | -28,469 | $15,389 |
EFV | 295,375 | -28,469 | $15,389 |
VANGUARD ADMIRAL FDS INC (VOOG) | 51,734 | -685 | $14,009 |
VOOG | 51,734 | -685 | $14,009 |
TESLA INC | 56,251 | -6,653 | $13,977 |
TSLA | 56,251 | -6,653 | $13,977 |
ISHARES TR (IUSB) | 300,285 | -127,521 | $13,834 |
IUSB | 300,285 | -127,521 | $13,834 |
JOHN HANCOCK EXCHANGE TRADED (JHMD) | 418,124 | +6,356 | $13,633 |
JHMD | 418,124 | +6,356 | $13,633 |
DIMENSIONAL ETF TRUST (DFAC) | 440,449 | -7,916 | $12,874 |
DFAC | 440,449 | -7,916 | $12,874 |
ALPHABET INC | 87,960 | -27,140 | $12,287 |
GOOGL | 87,960 | -27,140 | $12,287 |
SPDR INDEX SHS FDS (SPDW) | 355,218 | +100,294 | $12,081 |
SPDW | 355,218 | +100,294 | $12,081 |
META PLATFORMS INC | 33,120 | -320 | $11,723 |
META | 33,120 | -320 | $11,723 |
ISHARES TR (ESGU) | 107,497 | +217 | $11,279 |
ESGU | 107,497 | +217 | $11,279 |
JOHNSON & JOHNSON | 69,999 | -15,309 | $10,972 |
JNJ | 69,999 | -15,309 | $10,972 |
WISDOMTREE TR | 217,867 | +40,064 | $10,946 |
USFR | 217,867 | +40,064 | $10,946 |
BLACKROCK MUN TARGET TERM TR | 522,468 | -9,487 | $10,867 |
BTT | 522,468 | -9,487 | $10,867 |
JANUS DETROIT STR TR | 228,574 | +12,222 | $10,501 |
JMBS | 228,574 | +12,222 | $10,501 |
INVESCO EXCH TRD SLF IDX FD | 193,823 | -9,990 | $9,964 |
OMFL | 193,823 | -9,990 | $9,964 |
ISHARES TR (EFG) | 101,811 | -48,919 | $9,860 |
EFG | 101,811 | -48,919 | $9,860 |
PROCTER AND GAMBLE CO | 64,540 | -12,462 | $9,458 |
PG | 64,540 | -12,462 | $9,458 |
ISHARES TR (USMV) | 117,534 | -26,657 | $9,171 |
USMV | 117,534 | -26,657 | $9,171 |
VANGUARD BD INDEX FDS (BND) | 123,095 | +34,445 | $9,054 |
BND | 123,095 | +34,445 | $9,054 |
ISHARES TR (IVW) | 111,572 | +10,818 | $8,379 |
IVW | 111,572 | +10,818 | $8,379 |
HOME DEPOT INC | 24,094 | -2,671 | $8,350 |
HD | 24,094 | -2,671 | $8,350 |
INVESCO EXCH TRADED FD TR II (BKLN) | 393,963 | +44,912 | $8,344 |
BKLN | 393,963 | +44,912 | $8,344 |
ISHARES TR (OEF) | 37,187 | +26,873 | $8,307 |
OEF | 37,187 | +26,873 | $8,307 |
COSTCO WHSL CORP NEW | 12,460 | -3,341 | $8,225 |
COST | 12,460 | -3,341 | $8,225 |
EXXON MOBIL CORP | 81,626 | -37,389 | $8,161 |
XOM | 81,626 | -37,389 | $8,161 |
VANGUARD SCOTTSDALE FDS (VCIT) | 99,530 | -3,072 | $8,090 |
VCIT | 99,530 | -3,072 | $8,090 |
ISHARES TR (IBDP) | 324,361 | +5,883 | $8,080 |
IBDP | 324,361 | +5,883 | $8,080 |
VANGUARD SCOTTSDALE FDS (VGIT) | 134,743 | -17,159 | $7,993 |
VGIT | 134,743 | -17,159 | $7,993 |
VANGUARD INDEX FDS (VBR) | 44,240 | +7,070 | $7,962 |
VBR | 44,240 | +7,070 | $7,962 |
JANUS DETROIT STR TR | 156,390 | -19,505 | $7,866 |
JAAA | 156,390 | -19,505 | $7,866 |
ISHARES TR (MBB) | 83,264 | +11,586 | $7,834 |
MBB | 83,264 | +11,586 | $7,834 |
VANGUARD INDEX FDS (VOE) | 53,729 | +8,094 | $7,791 |
VOE | 53,729 | +8,094 | $7,791 |
WISDOMTREE TR | 109,236 | +1,462 | $7,677 |
DGRW | 109,236 | +1,462 | $7,677 |
JPMORGAN CHASE & CO | 45,094 | -15,211 | $7,670 |
JPM | 45,094 | -15,211 | $7,670 |
INVESCO EXCHANGE TRADED FD T (PTF) | 151,213 | +8,559 | $7,638 |
PTF | 151,213 | +8,559 | $7,638 |
ISHARES TR (IYW) | 61,611 | +4,261 | $7,563 |
IYW | 61,611 | +4,261 | $7,563 |
SPDR INDEX SHS FDS (SPEM) | 206,317 | +47,155 | $7,306 |
SPEM | 206,317 | +47,155 | $7,306 |
SPDR INDEX SHS FDS (CWI) | 267,613 | +15,144 | $7,236 |
CWI | 267,613 | +15,144 | $7,236 |
SELECT SECTOR SPDR TR (XLV) | 52,643 | -10,150 | $7,179 |
XLV | 52,643 | -10,150 | $7,179 |
SELECT SECTOR SPDR TR (XLF) | 188,584 | -110,887 | $7,091 |
XLF | 188,584 | -110,887 | $7,091 |
VANGUARD INDEX FDS (VOT) | 32,184 | +3,605 | $7,067 |
VOT | 32,184 | +3,605 | $7,067 |
NVIDIA CORPORATION | 14,254 | -12,376 | $7,059 |
NVDA | 14,254 | -12,376 | $7,059 |
AMERICAN CENTY ETF TR (AVEM) | 123,943 | +123,943 | $6,989 |
AVEM | 123,943 | +123,943 | $6,989 |
VANGUARD SCOTTSDALE FDS (VMBS) | 149,021 | +3,694 | $6,909 |
VMBS | 149,021 | +3,694 | $6,909 |
ALPHABET INC | 47,885 | -24,760 | $6,748 |
GOOG | 47,885 | -24,760 | $6,748 |
BLACKROCK INC | 8,039 | -77 | $6,526 |
BLK | 8,039 | -77 | $6,526 |
INVESCO ACTIVELY MANAGED ETF (GTO) | 135,755 | +135,755 | $6,413 |
GTO | 135,755 | +135,755 | $6,413 |
CHEVRON CORP NEW | 42,300 | -16,800 | $6,309 |
CVX | 42,300 | -16,800 | $6,309 |
HONEYWELL INTL INC | 29,630 | -103 | $6,214 |
HON | 29,630 | -103 | $6,214 |
S&P GLOBAL INC | 13,384 | -1,115 | $5,896 |
SPGI | 13,384 | -1,115 | $5,896 |
TARGET CORP | 41,207 | +4,471 | $5,869 |
TGT | 41,207 | +4,471 | $5,869 |
PEPSICO INC | 34,139 | -11,663 | $5,798 |
PEP | 34,139 | -11,663 | $5,798 |
VISA INC | 22,180 | -10,500 | $5,775 |
V | 22,180 | -10,500 | $5,775 |
MCDONALDS CORP | 19,402 | -4,487 | $5,753 |
MCD | 19,402 | -4,487 | $5,753 |
PHILIP MORRIS INTL INC | 60,178 | -2,361 | $5,662 |
PM | 60,178 | -2,361 | $5,662 |
FASTENAL CO | 86,059 | +10,731 | $5,574 |
FAST | 86,059 | +10,731 | $5,574 |
AMERICAN CENTY ETF TR (AVUV) | 60,880 | +60,880 | $5,467 |
AVUV | 60,880 | +60,880 | $5,467 |
VANGUARD INDEX FDS (VBK) | 22,399 | +1,437 | $5,415 |
VBK | 22,399 | +1,437 | $5,415 |
KEYSIGHT TECHNOLOGIES INC | 33,962 | +2,670 | $5,403 |
KEYS | 33,962 | +2,670 | $5,403 |
SELECT SECTOR SPDR TR (XLE) | 64,141 | +4,037 | $5,378 |
XLE | 64,141 | +4,037 | $5,378 |
BOSTON SCIENTIFIC CORP | 92,274 | +7,162 | $5,334 |
BSX | 92,274 | +7,162 | $5,334 |
SELECT SECTOR SPDR TR (XLK) | 27,650 | -21,150 | $5,322 |
XLK | 27,650 | -21,150 | $5,322 |
CAPITAL GROUP DIVIDEND VALUE | 172,937 | -6,063 | $5,160 |
CGDV | 172,937 | -6,063 | $5,160 |
ISHARES TR (IJR) | 46,829 | -7,209 | $5,069 |
IJR | 46,829 | -7,209 | $5,069 |
ISHARES TR (DGRO) | 94,008 | +3,775 | $5,060 |
DGRO | 94,008 | +3,775 | $5,060 |
SELECT SECTOR SPDR TR (XLI) | 43,894 | -18,022 | $5,003 |
XLI | 43,894 | -18,022 | $5,003 |
VEEVA SYS INC | 25,889 | +1,924 | $4,984 |
VEEV | 25,889 | +1,924 | $4,984 |
CHECK POINT SOFTWARE TECH LT | 32,442 | +2,220 | $4,957 |
CHKP | 32,442 | +2,220 | $4,957 |
SPDR SER TR (SPMD) | 100,302 | -20,777 | $4,887 |
SPMD | 100,302 | -20,777 | $4,887 |
VANGUARD STAR FDS (VXUS) | 83,131 | -736 | $4,818 |
VXUS | 83,131 | -736 | $4,818 |
UNITEDHEALTH GROUP INC | 9,078 | -1,240 | $4,780 |
UNH | 9,078 | -1,240 | $4,780 |
SCHWAB STRATEGIC TR | 102,322 | +102,322 | $4,770 |
SCHZ | 102,322 | +102,322 | $4,770 |
SPDR SER TR (SPIB) | 142,499 | -58,112 | $4,678 |
SPIB | 142,499 | -58,112 | $4,678 |
ISHARES TR (ITOT) | 44,034 | -874 | $4,634 |
ITOT | 44,034 | -874 | $4,634 |
ISHARES TR (ILCB) | 68,895 | -2,854 | $4,531 |
ILCB | 68,895 | -2,854 | $4,531 |
ISHARES TR (LQD) | 40,543 | +5,517 | $4,487 |
LQD | 40,543 | +5,517 | $4,487 |
FIRST TR EXCH TRD ALPHDX FD (FEMS) | 114,553 | -6,310 | $4,403 |
FEMS | 114,553 | -6,310 | $4,403 |
PAYPAL HLDGS INC | 69,984 | +8,450 | $4,298 |
PYPL | 69,984 | +8,450 | $4,298 |
SELECT SECTOR SPDR TR (XLC) | 58,823 | +1,408 | $4,274 |
XLC | 58,823 | +1,408 | $4,274 |
COCA COLA CO | 72,491 | +9,297 | $4,272 |
KO | 72,491 | +9,297 | $4,272 |
ISHARES TR (TLT) | 43,208 | -1,328 | $4,272 |
TLT | 43,208 | -1,328 | $4,272 |
SPDR SER TR (SPTS) | 146,967 | -11,960 | $4,269 |
SPTS | 146,967 | -11,960 | $4,269 |
ISHARES TR (EFAV) | 61,191 | -4,135 | $4,243 |
EFAV | 61,191 | -4,135 | $4,243 |
WISDOMTREE TR | 247,895 | +224,256 | $4,197 |
GCC | 247,895 | +224,256 | $4,197 |
ISHARES TR (SHY) | 50,446 | +12,988 | $4,139 |
SHY | 50,446 | +12,988 | $4,139 |
MERCK & CO INC | 37,590 | -11,405 | $4,098 |
MRK | 37,590 | -11,405 | $4,098 |
INVESCO EXCHANGE TRADED FD T (SPHQ) | 74,938 | -6,220 | $4,053 |
SPHQ | 74,938 | -6,220 | $4,053 |
ABBVIE INC | 25,767 | -14,814 | $3,993 |
ABBV | 25,767 | -14,814 | $3,993 |
VANGUARD INDEX FDS (VB) | 18,609 | +8,413 | $3,970 |
VB | 18,609 | +8,413 | $3,970 |
AMPLIFY ETF TR (BLOK) | 126,810 | -12,402 | $3,785 |
BLOK | 126,810 | -12,402 | $3,785 |
SPROUTS FMRS MKT INC | 78,149 | -25,452 | $3,760 |
SFM | 78,149 | -25,452 | $3,760 |
VANGUARD BD INDEX FDS (BIV) | 48,662 | -928,053 | $3,717 |
BIV | 48,662 | -928,053 | $3,717 |
CISCO SYS INC | 72,500 | -2,277 | $3,663 |
CSCO | 72,500 | -2,277 | $3,663 |
MASTERCARD INCORPORATED | 8,481 | -4,735 | $3,617 |
MA | 8,481 | -4,735 | $3,617 |
SCHWAB STRATEGIC TR | 72,742 | +72,742 | $3,617 |
SCHR | 72,742 | +72,742 | $3,617 |
BANK AMERICA CORP | 106,096 | +23,261 | $3,572 |
BAC | 106,096 | +23,261 | $3,572 |
CAPITAL GROUP GROWTH ETF (CGGR) | 126,536 | +6,315 | $3,572 |
CGGR | 126,536 | +6,315 | $3,572 |
MONDELEZ INTL INC | 49,206 | -8,911 | $3,564 |
MDLZ | 49,206 | -8,911 | $3,564 |
RTX CORPORATION | 41,815 | -5,530 | $3,518 |
RTX | 41,815 | -5,530 | $3,518 |
BROADCOM INC | 3,147 | -2,491 | $3,512 |
AVGO | 3,147 | -2,491 | $3,512 |
DUKE ENERGY CORP NEW | 35,985 | +6,023 | $3,492 |
DUK | 35,985 | +6,023 | $3,492 |
VANGUARD WORLD FD (ESGV) | 40,393 | -2,360 | $3,436 |
ESGV | 40,393 | -2,360 | $3,436 |
SPDR SER TR (SPSB) | 114,209 | -23,612 | $3,401 |
SPSB | 114,209 | -23,612 | $3,401 |
VANGUARD WORLD FDS (VDC) | 17,584 | -1,838 | $3,358 |
VDC | 17,584 | -1,838 | $3,358 |
INVESCO EXCH TRADED FD TR II (RWL) | 39,141 | +739 | $3,340 |
RWL | 39,141 | +739 | $3,340 |
ISHARES TR (ILCG) | 49,171 | +476 | $3,335 |
ILCG | 49,171 | +476 | $3,335 |
ISHARES TR (IYY) | 28,465 | UNCH | $3,317 |
IYY | 28,465 | UNCH | $3,317 |
SPDR SER TR (XME) | 54,825 | -4,991 | $3,280 |
XME | 54,825 | -4,991 | $3,280 |
ISHARES TR (STIP) | 32,294 | -672 | $3,184 |
STIP | 32,294 | -672 | $3,184 |
ISHARES INC (EMXC) | 56,782 | +56,782 | $3,146 |
EMXC | 56,782 | +56,782 | $3,146 |
BOEING CO | 11,865 | -5,622 | $3,093 |
BA | 11,865 | -5,622 | $3,093 |
CAPITAL GROUP CORE EQUITY ET | 108,872 | +13,851 | $3,081 |
CGUS | 108,872 | +13,851 | $3,081 |
INVESCO EXCHANGE TRADED FD T (DJD) | 66,560 | -24,449 | $3,063 |
DJD | 66,560 | -24,449 | $3,063 |
TEXAS INSTRS INC | 17,788 | -2,992 | $3,032 |
TXN | 17,788 | -2,992 | $3,032 |
ISHARES TR (TFLO) | 59,752 | -30,599 | $3,016 |
TFLO | 59,752 | -30,599 | $3,016 |
BLACKSTONE STRATEGIC CRED 20 | 261,812 | +14,324 | $2,964 |
BGB | 261,812 | +14,324 | $2,964 |
LOCKHEED MARTIN CORP | 6,536 | -3,193 | $2,962 |
LMT | 6,536 | -3,193 | $2,962 |
AT&T INC | 176,482 | -16,191 | $2,961 |
T | 176,482 | -16,191 | $2,961 |
WILLIAMS COS INC | 84,758 | +4,734 | $2,952 |
WMB | 84,758 | +4,734 | $2,952 |
LISTED FD TR | 256,165 | -31,839 | $2,948 |
METV | 256,165 | -31,839 | $2,948 |
ISHARES TR (IWM) | 14,592 | -1,880 | $2,929 |
IWM | 14,592 | -1,880 | $2,929 |
SCHWAB CHARLES CORP | 42,542 | -11,002 | $2,927 |
SCHW | 42,542 | -11,002 | $2,927 |
ALTRIA GROUP INC | 72,014 | -7,416 | $2,905 |
MO | 72,014 | -7,416 | $2,905 |
WALMART INC | 18,285 | -11,270 | $2,883 |
WMT | 18,285 | -11,270 | $2,883 |
PUBMATIC INC | 175,896 | +14,703 | $2,869 |
PUBM | 175,896 | +14,703 | $2,869 |
STARBUCKS CORP | 29,637 | -5,813 | $2,845 |
SBUX | 29,637 | -5,813 | $2,845 |
VANGUARD INTL EQUITY INDEX F (VWO) | 69,098 | +33,259 | $2,840 |
VWO | 69,098 | +33,259 | $2,840 |
SOUTHERN CO | 40,343 | +5,195 | $2,829 |
SO | 40,343 | +5,195 | $2,829 |
VERIZON COMMUNICATIONS INC | 73,583 | -3,490 | $2,774 |
VZ | 73,583 | -3,490 | $2,774 |
SCHWAB STRATEGIC TR | 56,264 | -3,160 | $2,726 |
SCHO | 56,264 | -3,160 | $2,726 |
ABBOTT LABS | 24,339 | -1,553 | $2,679 |
ABT | 24,339 | -1,553 | $2,679 |
AMGEN INC | 9,201 | -1,211 | $2,650 |
AMGN | 9,201 | -1,211 | $2,650 |
ELI LILLY & CO | 4,534 | -5,024 | $2,643 |
LLY | 4,534 | -5,024 | $2,643 |
NETFLIX INC | 5,385 | -2,358 | $2,622 |
NFLX | 5,385 | -2,358 | $2,622 |
VANGUARD INDEX FDS (VO) | 11,185 | +8,494 | $2,602 |
VO | 11,185 | +8,494 | $2,602 |
ADOBE INC | 4,356 | -2,923 | $2,599 |
ADBE | 4,356 | -2,923 | $2,599 |
ISHARES TR (IWB) | 9,633 | +497 | $2,526 |
IWB | 9,633 | +497 | $2,526 |
VANGUARD WORLD FDS (VGT) | 5,159 | +318 | $2,497 |
VGT | 5,159 | +318 | $2,497 |
SPDR SER TR (SPBO) | 84,405 | +84,405 | $2,482 |
SPBO | 84,405 | +84,405 | $2,482 |
ISHARES TR (EMB) | 27,706 | -827 | $2,467 |
EMB | 27,706 | -827 | $2,467 |
SPDR S&P MIDCAP 400 ETF TR (MDY) | 4,858 | -122 | $2,465 |
MDY | 4,858 | -122 | $2,465 |
DBX ETF TR (DBEF) | 66,242 | +46,229 | $2,450 |
DBEF | 66,242 | +46,229 | $2,450 |
INVESCO EXCHANGE TRADED FD T (RZV) | 22,743 | -46 | $2,440 |
RZV | 22,743 | -46 | $2,440 |
INVESCO EXCHANGE TRADED FD T (EQWL) | 27,453 | +27,453 | $2,404 |
EQWL | 27,453 | +27,453 | $2,404 |
GLOBAL X FDS | 123,896 | +123,896 | $2,404 |
PFFD | 123,896 | +123,896 | $2,404 |
ISHARES TR (IFRA) | 57,956 | +6,366 | $2,334 |
IFRA | 57,956 | +6,366 | $2,334 |
SPDR SER TR (SPAB) | 90,808 | -38,539 | $2,328 |
SPAB | 90,808 | -38,539 | $2,328 |
PALANTIR TECHNOLOGIES INC | 135,345 | +2,596 | $2,324 |
PLTR | 135,345 | +2,596 | $2,324 |
NUSHARES ETF TR (NULV) | 64,438 | +24 | $2,314 |
NULV | 64,438 | +24 | $2,314 |
UNION PAC CORP | 9,405 | -8,054 | $2,310 |
UNP | 9,405 | -8,054 | $2,310 |
INVESCO EXCH TRADED FD TR II (IDHQ) | 80,515 | +2,531 | $2,302 |
IDHQ | 80,515 | +2,531 | $2,302 |
VANGUARD INDEX FDS (VNQ) | 25,654 | -2,062 | $2,267 |
VNQ | 25,654 | -2,062 | $2,267 |
ISHARES TR (IJH) | 8,132 | -10,570 | $2,254 |
IJH | 8,132 | -10,570 | $2,254 |
FIRST TR EXCHANGE TRADED FD (FDN) | 11,979 | +11,979 | $2,235 |
FDN | 11,979 | +11,979 | $2,235 |
FIRST TR NASDAQ 100 TECH IND (QTEC) | 12,639 | -4,968 | $2,218 |
QTEC | 12,639 | -4,968 | $2,218 |
WELLS FARGO CO NEW | 44,844 | -28,397 | $2,207 |
WFC | 44,844 | -28,397 | $2,207 |
GOLDMAN SACHS GROUP INC | 5,701 | -2,310 | $2,199 |
GS | 5,701 | -2,310 | $2,199 |
TJX COS INC NEW | 23,426 | -9,774 | $2,198 |
TJX | 23,426 | -9,774 | $2,198 |
PFIZER INC | 76,038 | -22,970 | $2,189 |
PFE | 76,038 | -22,970 | $2,189 |
INTERNATIONAL BUSINESS MACHS | 13,363 | -327 | $2,186 |
IBM | 13,363 | -327 | $2,186 |
GENERAL DYNAMICS CORP | 8,351 | +725 | $2,169 |
GD | 8,351 | +725 | $2,169 |
VANGUARD SPECIALIZED FUNDS (VIG) | 12,640 | +2,219 | $2,154 |
VIG | 12,640 | +2,219 | $2,154 |
SPDR SER TR (SDY) | 17,118 | +1,827 | $2,139 |
SDY | 17,118 | +1,827 | $2,139 |
FIRST TR EXCHANGE TRADED FD (FTXL) | 26,052 | -12,637 | $2,124 |
FTXL | 26,052 | -12,637 | $2,124 |
APPLIED MATLS INC | 13,075 | -7,064 | $2,119 |
AMAT | 13,075 | -7,064 | $2,119 |
ISHARES TR (IDRV) | 58,814 | -12,191 | $2,101 |
IDRV | 58,814 | -12,191 | $2,101 |
ILLINOIS TOOL WKS INC | 7,987 | +1,314 | $2,092 |
ITW | 7,987 | +1,314 | $2,092 |
ISHARES TR (IMCB) | 31,058 | +2,868 | $2,085 |
IMCB | 31,058 | +2,868 | $2,085 |
SPDR GOLD TR (GLD) | 10,887 | -28,086 | $2,081 |
GLD | 10,887 | -28,086 | $2,081 |
FIRST TR EXCHANGE TRADED FD (FXD) | 35,049 | -15,105 | $2,067 |
FXD | 35,049 | -15,105 | $2,067 |
WISDOMTREE TR | 45,161 | +4,756 | $2,063 |
DON | 45,161 | +4,756 | $2,063 |
FIRST TR EXCHANGE TRADED FD (FXR) | 31,458 | -15,437 | $2,040 |
FXR | 31,458 | -15,437 | $2,040 |
ISHARES TR (IMCV) | 30,085 | +10,336 | $2,037 |
IMCV | 30,085 | +10,336 | $2,037 |
NUVEEN AMT FREE QLTY MUN INC | 185,149 | +185,149 | $2,037 |
NEA | 185,149 | +185,149 | $2,037 |
ISHARES TR (GOVT) | 88,112 | -17,489 | $2,030 |
GOVT | 88,112 | -17,489 | $2,030 |
THERMO FISHER SCIENTIFIC INC | 3,794 | -2,920 | $2,014 |
TMO | 3,794 | -2,920 | $2,014 |
SALESFORCE INC | 7,634 | -7,443 | $2,009 |
CRM | 7,634 | -7,443 | $2,009 |
VANGUARD INTL EQUITY INDEX F (VEU) | 34,975 | +28,767 | $1,964 |
VEU | 34,975 | +28,767 | $1,964 |
ISHARES TR (IXC) | 49,291 | +49,291 | $1,928 |
IXC | 49,291 | +49,291 | $1,928 |
LOWES COS INC | 8,505 | -3,253 | $1,893 |
LOW | 8,505 | -3,253 | $1,893 |
SSGA ACTIVE ETF TR (TOTL) | 46,828 | +18,429 | $1,885 |
TOTL | 46,828 | +18,429 | $1,885 |
SPDR SER TR (SPMB) | 85,251 | +42,302 | $1,881 |
SPMB | 85,251 | +42,302 | $1,881 |
STRIDE INC | 31,385 | +4,743 | $1,863 |
LRN | 31,385 | +4,743 | $1,863 |
SPDR SER TR (SPTM) | 31,813 | +3,404 | $1,859 |
SPTM | 31,813 | +3,404 | $1,859 |
ISHARES TR (SHV) | 16,866 | +16,866 | $1,858 |
SHV | 16,866 | +16,866 | $1,858 |
AUTOMATIC DATA PROCESSING IN | 7,924 | -1,791 | $1,846 |
ADP | 7,924 | -1,791 | $1,846 |
CARRIER GLOBAL CORPORATION | 31,669 | -5,085 | $1,819 |
CARR | 31,669 | -5,085 | $1,819 |
DISNEY WALT CO | 20,055 | -1,110 | $1,811 |
DIS | 20,055 | -1,110 | $1,811 |
ISHARES TR (MTUM) | 11,412 | -2,536 | $1,791 |
MTUM | 11,412 | -2,536 | $1,791 |
SPDR SER TR (ONEO) | 16,542 | -7,128 | $1,729 |
ONEO | 16,542 | -7,128 | $1,729 |
APOLLO COML REAL EST FIN INC | 146,952 | -49,164 | $1,725 |
ARI | 146,952 | -49,164 | $1,725 |
INVESCO EXCHANGE TRADED FD T (RSP) | 10,860 | -4,723 | $1,714 |
RSP | 10,860 | -4,723 | $1,714 |
GOLDMAN SACHS ETF TR (GSLC) | 18,122 | -298 | $1,700 |
GSLC | 18,122 | -298 | $1,700 |
ISHARES TR (IMCG) | 26,225 | +14,597 | $1,690 |
IMCG | 26,225 | +14,597 | $1,690 |
ARK ETF TR (ARKK) | 31,990 | +815 | $1,675 |
ARKK | 31,990 | +815 | $1,675 |
ADVANCED MICRO DEVICES INC | 11,273 | -6,853 | $1,662 |
AMD | 11,273 | -6,853 | $1,662 |
INVESCO EXCH TRADED FD TR II (PCEF) | 92,335 | -1,618 | $1,658 |
PCEF | 92,335 | -1,618 | $1,658 |
MCKESSON CORP | 3,572 | +404 | $1,654 |
MCK | 3,572 | +404 | $1,654 |
AFLAC INC | 19,920 | +3,871 | $1,643 |
AFL | 19,920 | +3,871 | $1,643 |
INVESCO EXCHANGE TRADED FD T (PWB) | 20,943 | -4,225 | $1,627 |
PWB | 20,943 | -4,225 | $1,627 |
ORACLE CORP | 15,314 | -9,136 | $1,615 |
ORCL | 15,314 | -9,136 | $1,615 |
NORTHROP GRUMMAN CORP | 3,401 | -1,008 | $1,592 |
NOC | 3,401 | -1,008 | $1,592 |
EATON CORP PLC | 6,570 | -85 | $1,582 |
ETN | 6,570 | -85 | $1,582 |
PROSHARES TR (ONLN) | 43,380 | -5,329 | $1,565 |
ONLN | 43,380 | -5,329 | $1,565 |
FIRST TR EXCHANGE TRADED FD (FXH) | 15,025 | -31,870 | $1,556 |
FXH | 15,025 | -31,870 | $1,556 |
TRINET GROUP INC | 12,822 | UNCH | $1,525 |
TNET | 12,822 | UNCH | $1,525 |
SPDR SER TR (VLU) | 9,370 | -5,898 | $1,502 |
VLU | 9,370 | -5,898 | $1,502 |
ISHARES INC (ACWV) | 14,852 | +414 | $1,490 |
ACWV | 14,852 | +414 | $1,490 |
SELECT SECTOR SPDR TR (XLY) | 8,322 | -12,756 | $1,488 |
XLY | 8,322 | -12,756 | $1,488 |
PIMCO DYNAMIC INCOME FD | 82,777 | -6,354 | $1,486 |
PDI | 82,777 | -6,354 | $1,486 |
INTEL CORP | 29,429 | -6,690 | $1,479 |
INTC | 29,429 | -6,690 | $1,479 |
SPDR SER TR (XSW) | 9,791 | +71 | $1,472 |
XSW | 9,791 | +71 | $1,472 |
ISHARES TR (HYG) | 19,003 | -1,486 | $1,471 |
HYG | 19,003 | -1,486 | $1,471 |
QUALCOMM INC | 10,088 | -5,958 | $1,459 |
QCOM | 10,088 | -5,958 | $1,459 |
STEEL DYNAMICS INC | 12,243 | +3,177 | $1,446 |
STLD | 12,243 | +3,177 | $1,446 |
FORTINET INC | 24,399 | -175 | $1,428 |
FTNT | 24,399 | -175 | $1,428 |
WORLD GOLD TR | 34,570 | +907 | $1,414 |
GLDM | 34,570 | +907 | $1,414 |
ACCENTURE PLC IRELAND | 4,022 | -1,599 | $1,411 |
ACN | 4,022 | -1,599 | $1,411 |
WISDOMTREE TR | 26,718 | -1,136 | $1,403 |
DWM | 26,718 | -1,136 | $1,403 |
INVESCO EXCHANGE TRADED FD T (XSMO) | 24,704 | +318 | $1,400 |
XSMO | 24,704 | +318 | $1,400 |
EATON VANCE TAX MANAGED DIVE | 113,412 | +1,007 | $1,382 |
ETY | 113,412 | +1,007 | $1,382 |
ISHARES TR (IGSB) | 26,463 | +9,323 | $1,357 |
IGSB | 26,463 | +9,323 | $1,357 |
SPDR SER TR (XHB) | 14,187 | +3 | $1,357 |
XHB | 14,187 | +3 | $1,357 |
MARSH & MCLENNAN COS INC | 7,131 | -1,958 | $1,351 |
MMC | 7,131 | -1,958 | $1,351 |
NORFOLK SOUTHN CORP | 5,700 | +415 | $1,347 |
NSC | 5,700 | +415 | $1,347 |
VANGUARD CHARLOTTE FDS (BNDX) | 26,699 | +1,604 | $1,318 |
BNDX | 26,699 | +1,604 | $1,318 |
PALO ALTO NETWORKS INC | 4,457 | +1,730 | $1,314 |
PANW | 4,457 | +1,730 | $1,314 |
PUBLIC STORAGE | 4,295 | +94 | $1,310 |
PSA | 4,295 | +94 | $1,310 |
ISHARES TR (TLH) | 12,079 | +9,696 | $1,308 |
TLH | 12,079 | +9,696 | $1,308 |
ALAMO GROUP INC | 6,191 | +8 | $1,301 |
ALG | 6,191 | +8 | $1,301 |
STRYKER CORPORATION | 4,331 | -1,351 | $1,297 |
SYK | 4,331 | -1,351 | $1,297 |
SPDR SER TR (JNK) | 13,487 | -105 | $1,278 |
JNK | 13,487 | -105 | $1,278 |
COMCAST CORP NEW | 28,712 | -15,674 | $1,259 |
CMCSA | 28,712 | -15,674 | $1,259 |
WASTE MGMT INC DEL | 7,030 | +397 | $1,259 |
WM | 7,030 | +397 | $1,259 |
SSGA ACTIVE ETF TR (SRLN) | 30,013 | -345,386 | $1,258 |
SRLN | 30,013 | -345,386 | $1,258 |
NUVEEN MUN HIGH INCOME OPPOR | 123,564 | -113,396 | $1,221 |
NMZ | 123,564 | -113,396 | $1,221 |
INVESCO EXCHANGE TRADED FD T (XMHQ) | 13,733 | +13,733 | $1,218 |
XMHQ | 13,733 | +13,733 | $1,218 |
NEXTERA ENERGY INC | 19,911 | +3,362 | $1,209 |
NEE | 19,911 | +3,362 | $1,209 |
SPDR SER TR (BIL) | 12,931 | -669 | $1,182 |
BIL | 12,931 | -669 | $1,182 |
INVESCO EXCHANGE TRADED FD T (XLG) | 31,027 | -90,594 | $1,170 |
XLG | 31,027 | -90,594 | $1,170 |
CUMMINS INC | 4,863 | +1,443 | $1,165 |
CMI | 4,863 | +1,443 | $1,165 |
DIMENSIONAL ETF TRUST (DFAX) | 47,431 | +334 | $1,158 |
DFAX | 47,431 | +334 | $1,158 |
BLACKSTONE SENI FLTN RAT 202 | 86,585 | -4,131 | $1,156 |
BSL | 86,585 | -4,131 | $1,156 |
AXON ENTERPRISE INC | 4,467 | +399 | $1,154 |
AXON | 4,467 | +399 | $1,154 |
ISHARES TR (SHYG) | 27,284 | -214,013 | $1,152 |
SHYG | 27,284 | -214,013 | $1,152 |
CATERPILLAR INC | 3,875 | -7,417 | $1,146 |
CAT | 3,875 | -7,417 | $1,146 |
VANGUARD BD INDEX FDS (BSV) | 14,784 | -2,081 | $1,139 |
BSV | 14,784 | -2,081 | $1,139 |
INVESCO EXCHANGE TRADED FD T (PDP) | 13,312 | +1,489 | $1,138 |
PDP | 13,312 | +1,489 | $1,138 |
AMERICAN EXPRESS CO | 6,068 | -2,240 | $1,137 |
AXP | 6,068 | -2,240 | $1,137 |
VANGUARD WORLD FD (EDV) | 13,884 | -12,115 | $1,125 |
EDV | 13,884 | -12,115 | $1,125 |
CVS HEALTH CORP | 14,233 | -6,639 | $1,124 |
CVS | 14,233 | -6,639 | $1,124 |
ISHARES TR (ICSH) | 22,317 | +3,245 | $1,124 |
ICSH | 22,317 | +3,245 | $1,124 |
DEERE & CO | 2,793 | -4,437 | $1,117 |
DE | 2,793 | -4,437 | $1,117 |
GENERAL ELECTRIC CO | 8,752 | -11,187 | $1,117 |
GE | 8,752 | -11,187 | $1,117 |
DIMENSIONAL ETF TRUST (DFUV) | 29,809 | +70 | $1,109 |
DFUV | 29,809 | +70 | $1,109 |
CAPITAL GRP FIXED INCM ETF T (CGCP) | 48,653 | -10,357 | $1,104 |
CGCP | 48,653 | -10,357 | $1,104 |
CHUBB LIMITED | 4,865 | -192 | $1,099 |
CB | 4,865 | -192 | $1,099 |
ARK ETF TR (ARKQ) | 18,971 | +215 | $1,095 |
ARKQ | 18,971 | +215 | $1,095 |
ISHARES TR (IWF) | 3,612 | +638 | $1,095 |
IWF | 3,612 | +638 | $1,095 |
VANGUARD INTL EQUITY INDEX F (VSS) | 9,515 | +362 | $1,095 |
VSS | 9,515 | +362 | $1,095 |
T MOBILE US INC | 6,755 | -1,677 | $1,083 |
TMUS | 6,755 | -1,677 | $1,083 |
WISDOMTREE TR | 16,114 | +16,114 | $1,070 |
DLN | 16,114 | +16,114 | $1,070 |
ISHARES TR (HDV) | 10,494 | -203 | $1,070 |
HDV | 10,494 | -203 | $1,070 |
SSGA ACTIVE TR | 22,844 | +22,844 | $1,070 |
STOT | 22,844 | +22,844 | $1,070 |
FIDELITY COVINGTON TRUST | 19,826 | -1,395 | $1,062 |
FNCL | 19,826 | -1,395 | $1,062 |
GLOBAL X FDS | 30,796 | +161 | $1,061 |
PAVE | 30,796 | +161 | $1,061 |
FISERV INC | 7,945 | +7,945 | $1,055 |
FI | 7,945 | +7,945 | $1,055 |
ISHARES TR (ESGD) | 13,869 | -279 | $1,048 |
ESGD | 13,869 | -279 | $1,048 |
CONOCOPHILLIPS | 8,977 | -4,682 | $1,042 |
COP | 8,977 | -4,682 | $1,042 |
VANGUARD MUN BD FDS (VTEB) | 20,369 | +3,813 | $1,040 |
VTEB | 20,369 | +3,813 | $1,040 |
DIAMOND HILL INVT GROUP INC | 6,272 | +1,863 | $1,038 |
DHIL | 6,272 | +1,863 | $1,038 |
KLA CORP | 1,786 | +106 | $1,038 |
KLAC | 1,786 | +106 | $1,038 |
YUM BRANDS INC | 7,887 | +677 | $1,030 |
YUM | 7,887 | +677 | $1,030 |
BRISTOL MYERS SQUIBB CO | 20,024 | -25,473 | $1,027 |
BMY | 20,024 | -25,473 | $1,027 |
ISHARES TR (ISCV) | 17,350 | +9,300 | $1,027 |
ISCV | 17,350 | +9,300 | $1,027 |
A10 NETWORKS INC | 77,931 | +13,103 | $1,026 |
ATEN | 77,931 | +13,103 | $1,026 |
MSCI INC | 1,814 | +45 | $1,026 |
MSCI | 1,814 | +45 | $1,026 |
PGIM ETF TR (PULS) | 20,770 | +2,050 | $1,026 |
PULS | 20,770 | +2,050 | $1,026 |
ISHARES TR (EFA) | 13,509 | +308 | $1,018 |
EFA | 13,509 | +308 | $1,018 |
KIMBERLY CLARK CORP | 8,343 | +1,820 | $1,014 |
KMB | 8,343 | +1,820 | $1,014 |
ICAHN ENTERPRISES LP | 58,870 | -14,549 | $1,012 |
IEP | 58,870 | -14,549 | $1,012 |
ISHARES TR (VLUE) | 9,988 | -427 | $1,010 |
VLUE | 9,988 | -427 | $1,010 |
BLACKSTONE INC | 7,692 | +892 | $1,007 |
BX | 7,692 | +892 | $1,007 |
LAM RESEARCH CORP | 1,278 | -928 | $1,001 |
LRCX | 1,278 | -928 | $1,001 |
INVESCO EXCH TRADED FD TR II (PZA) | 41,415 | +10 | $1,001 |
PZA | 41,415 | +10 | $1,001 |
GILEAD SCIENCES INC | 12,278 | -6,994 | $995 |
GILD | 12,278 | -6,994 | $995 |
ISHARES TR (ICLN) | 63,746 | +2,321 | $993 |
ICLN | 63,746 | +2,321 | $993 |
EMERSON ELEC CO | 10,045 | +1,034 | $978 |
EMR | 10,045 | +1,034 | $978 |
PACER FDS TR | 18,796 | -2,736 | $977 |
COWZ | 18,796 | -2,736 | $977 |
ISHARES TR (AGG) | 9,769 | +127 | $970 |
AGG | 9,769 | +127 | $970 |
US BANCORP DEL | 22,311 | +3,504 | $966 |
USB | 22,311 | +3,504 | $966 |
OMEGA HEALTHCARE INVS INC | 31,392 | -826 | $962 |
OHI | 31,392 | -826 | $962 |
SCHWAB STRATEGIC TR | 27,294 | +27,294 | $957 |
SCHQ | 27,294 | +27,294 | $957 |
INVESCO EXCHANGE TRADED FD T (SPGP) | 9,753 | +9,753 | $956 |
SPGP | 9,753 | +9,753 | $956 |
SHOPIFY INC | 12,201 | -609 | $950 |
SHOP | 12,201 | -609 | $950 |
INVESCO EXCH TRADED FD TR II (SPLV) | 15,144 | -2,061 | $949 |
SPLV | 15,144 | -2,061 | $949 |
SPDR INDEX SHS FDS (SPGM) | 17,080 | -1,095 | $945 |
SPGM | 17,080 | -1,095 | $945 |
ROYAL BK CDA | 9,326 | -14,328 | $943 |
RY | 9,326 | -14,328 | $943 |
QUEST DIAGNOSTICS INC | 6,831 | +386 | $942 |
DGX | 6,831 | +386 | $942 |
BRIGHTSPIRE CAPITAL INC | 125,084 | -1,690 | $931 |
BRSP | 125,084 | -1,690 | $931 |
ISHARES TR (ISCG) | 21,052 | +21,052 | $926 |
ISCG | 21,052 | +21,052 | $926 |
AMERICAN SUPERCONDUCTOR CORP | 82,389 | +4,490 | $918 |
AMSC | 82,389 | +4,490 | $918 |
ISHARES TR (LDEM) | 20,752 | +74 | $912 |
LDEM | 20,752 | +74 | $912 |
OTIS WORLDWIDE CORP | 10,187 | +378 | $911 |
OTIS | 10,187 | +378 | $911 |
NIKE INC | 8,307 | -7,777 | $902 |
NKE | 8,307 | -7,777 | $902 |
BOOKING HOLDINGS INC | 254 | -408 | $901 |
BKNG | 254 | -408 | $901 |
FIRST TR EXCHNG TRADED FD VI (BUFR) | 33,908 | +23,065 | $901 |
BUFR | 33,908 | +23,065 | $901 |
3M CO | 8,245 | +643 | $901 |
MMM | 8,245 | +643 | $901 |
SELECT SECTOR SPDR TR (XLU) | 14,188 | -3,058 | $899 |
XLU | 14,188 | -3,058 | $899 |
VANGUARD WHITEHALL FDS (VYM) | 8,049 | +131 | $898 |
VYM | 8,049 | +131 | $898 |
SELECT SECTOR SPDR TR (XLP) | 12,369 | -17,575 | $891 |
XLP | 12,369 | -17,575 | $891 |
MOODYS CORP | 2,274 | +825 | $888 |
MCO | 2,274 | +825 | $888 |
ELEVANCE HEALTH INC | 1,864 | -926 | $879 |
ELV | 1,864 | -926 | $879 |
FIRST TR EXCHANGE TRADED FD (RDVY) | 16,988 | +16 | $878 |
RDVY | 16,988 | +16 | $878 |
ENTERPRISE PRODS PARTNERS L | 33,183 | +13,076 | $874 |
EPD | 33,183 | +13,076 | $874 |
INVESCO EXCHANGE TRADED FD T (PID) | 47,191 | +25,038 | $871 |
PID | 47,191 | +25,038 | $871 |
VANGUARD INTL EQUITY INDEX F (VNQI) | 20,386 | -18,072 | $868 |
VNQI | 20,386 | -18,072 | $868 |
ISHARES TR (LRGF) | 17,712 | +67 | $855 |
LRGF | 17,712 | +67 | $855 |
ISHARES TR (MUB) | 7,868 | +5,034 | $853 |
MUB | 7,868 | +5,034 | $853 |
BROADRIDGE FINL SOLUTIONS IN | 4,141 | +1,214 | $852 |
BR | 4,141 | +1,214 | $852 |
DIMENSIONAL ETF TRUST (DFUS) | 16,391 | +7,598 | $850 |
DFUS | 16,391 | +7,598 | $850 |
VERISK ANALYTICS INC | 3,554 | +948 | $849 |
VRSK | 3,554 | +948 | $849 |
ISHARES TR (ITA) | 6,689 | -1,728 | $847 |
ITA | 6,689 | -1,728 | $847 |
ISHARES TR (ACWI) | 8,293 | -2,506 | $844 |
ACWI | 8,293 | -2,506 | $844 |
L3HARRIS TECHNOLOGIES INC | 4,002 | -337 | $843 |
LHX | 4,002 | -337 | $843 |
FS KKR CAP CORP | 41,758 | -15,874 | $834 |
FSK | 41,758 | -15,874 | $834 |
MORGAN STANLEY | 8,927 | -13,537 | $832 |
MS | 8,927 | -13,537 | $832 |
CINTAS CORP | 1,378 | +175 | $830 |
CTAS | 1,378 | +175 | $830 |
SPDR DOW JONES INDL AVERAGE (DIA) | 2,194 | -1,673 | $827 |
DIA | 2,194 | -1,673 | $827 |
CDW CORP | 3,585 | -41 | $815 |
CDW | 3,585 | -41 | $815 |
TRACTOR SUPPLY CO | 3,787 | +1,537 | $814 |
TSCO | 3,787 | +1,537 | $814 |
HUMANA INC | 1,770 | +37 | $810 |
HUM | 1,770 | +37 | $810 |
FIRST TR VALUE LINE DIVID IN (FVD) | 19,756 | -35,614 | $801 |
FVD | 19,756 | -35,614 | $801 |
GLOBAL X FDS | 23,951 | -755 | $800 |
KRMA | 23,951 | -755 | $800 |
ISHARES TR (IWY) | 4,558 | +955 | $799 |
IWY | 4,558 | +955 | $799 |
VANGUARD SCOTTSDALE FDS (VCSH) | 10,325 | +7,090 | $799 |
VCSH | 10,325 | +7,090 | $799 |
LULULEMON ATHLETICA INC | 1,558 | +820 | $797 |
LULU | 1,558 | +820 | $797 |
TRANE TECHNOLOGIES PLC | 3,269 | -56 | $797 |
TT | 3,269 | -56 | $797 |
VERTEX PHARMACEUTICALS INC | 1,958 | -1,698 | $797 |
VRTX | 1,958 | -1,698 | $797 |
NUVEEN AMT FREE MUN CR INC F | 67,295 | -112,067 | $795 |
NVG | 67,295 | -112,067 | $795 |
SPDR INDEX SHS FDS (EWX) | 14,059 | +14,059 | $794 |
EWX | 14,059 | +14,059 | $794 |
ROKU INC | 8,628 | -47 | $791 |
ROKU | 8,628 | -47 | $791 |
ISHARES TR (INTF) | 27,977 | +79 | $784 |
INTF | 27,977 | +79 | $784 |
SERVICE CORP INTL | 11,402 | +4,825 | $780 |
SCI | 11,402 | +4,825 | $780 |
MEDTRONIC PLC | 9,413 | +194 | $775 |
MDT | 9,413 | +194 | $775 |
INVESCO EXCH TRADED FD TR II (PGX) | 66,859 | -201,408 | $767 |
PGX | 66,859 | -201,408 | $767 |
NOVO NORDISK A S | 7,407 | +3,002 | $766 |
NVO | 7,407 | +3,002 | $766 |
CADENCE DESIGN SYSTEM INC | 2,808 | +1,701 | $765 |
CDNS | 2,808 | +1,701 | $765 |
TRAVELERS COMPANIES INC | 3,998 | -463 | $762 |
TRV | 3,998 | -463 | $762 |
SPDR SER TR (KRE) | 14,433 | +319 | $757 |
KRE | 14,433 | +319 | $757 |
MIDDLEBY CORP | 5,139 | +625 | $756 |
MIDD | 5,139 | +625 | $756 |
CAPITAL GROUP INTL FOCUS EQT | 31,620 | -986 | $755 |
CGXU | 31,620 | -986 | $755 |
ADAMS DIVERSIFIED EQUITY FD | 42,340 | +2,126 | $750 |
ADX | 42,340 | +2,126 | $750 |
SPDR SER TR (MDYG) | 9,906 | -5,650 | $750 |
MDYG | 9,906 | -5,650 | $750 |
NETAPP INC | 8,479 | +1,405 | $748 |
NTAP | 8,479 | +1,405 | $748 |
PDD HOLDINGS INC | 5,112 | +1,065 | $748 |
PDD | 5,112 | +1,065 | $748 |
WISDOMTREE TR | 18,192 | +18,192 | $746 |
EPI | 18,192 | +18,192 | $746 |
LINDE PLC | 1,812 | -6,661 | $744 |
LIN | 1,812 | -6,661 | $744 |
AMERICAN ELEC PWR CO INC | 9,049 | +2,075 | $735 |
AEP | 9,049 | +2,075 | $735 |
PAYCHEX INC | 6,142 | +2,152 | $732 |
PAYX | 6,142 | +2,152 | $732 |
COLGATE PALMOLIVE CO | 9,129 | +825 | $728 |
CL | 9,129 | +825 | $728 |
ISHARES TR (SCZ) | 11,671 | +153 | $722 |
SCZ | 11,671 | +153 | $722 |
ISHARES TR (IDEV) | 11,324 | -38 | $721 |
IDEV | 11,324 | -38 | $721 |
HERSHEY CO | 3,860 | +3,860 | $720 |
HSY | 3,860 | +3,860 | $720 |
MICROCHIP TECHNOLOGY INC. | 7,960 | +864 | $718 |
MCHP | 7,960 | +864 | $718 |
ISHARES GOLD TR (IAU) | 18,215 | +9,592 | $711 |
IAU | 18,215 | +9,592 | $711 |
INVESCO EXCHANGE TRADED FD T (RPG) | 21,963 | -4,847 | $709 |
RPG | 21,963 | -4,847 | $709 |
PROSHARES TR (CSM) | 12,717 | +2 | $697 |
CSM | 12,717 | +2 | $697 |
MARRIOTT INTL INC NEW | 3,092 | -72 | $697 |
MAR | 3,092 | -72 | $697 |
PNC FINL SVCS GROUP INC | 4,488 | +1,742 | $695 |
PNC | 4,488 | +1,742 | $695 |
VANGUARD ADMIRAL FDS INC (IVOG) | 7,045 | UNCH | $692 |
IVOG | 7,045 | UNCH | $692 |
ZOETIS INC | 3,506 | -3,803 | $692 |
ZTS | 3,506 | -3,803 | $692 |
ISHARES TR (SUSA) | 6,872 | +122 | $691 |
SUSA | 6,872 | +122 | $691 |
CITIGROUP INC | 13,283 | +3,441 | $683 |
C | 13,283 | +3,441 | $683 |
DOCUSIGN INC | 11,404 | +943 | $678 |
DOCU | 11,404 | +943 | $678 |
ISHARES TR (ACWX) | 13,219 | -78 | $675 |
ACWX | 13,219 | -78 | $675 |
INVESCO EXCHANGE TRADED FD T (PRF) | 19,184 | -938 | $675 |
PRF | 19,184 | -938 | $675 |
ISHARES TR (IWD) | 4,052 | +1,640 | $670 |
IWD | 4,052 | +1,640 | $670 |
VALERO ENERGY CORP | 5,146 | +513 | $669 |
VLO | 5,146 | +513 | $669 |
MARATHON PETE CORP | 4,500 | -97 | $668 |
MPC | 4,500 | -97 | $668 |
TRANSDIGM GROUP INC | 661 | +25 | $668 |
TDG | 661 | +25 | $668 |
ISHARES TR (TIP) | 6,191 | -3,251 | $665 |
TIP | 6,191 | -3,251 | $665 |
ISHARES TR (IYE) | 15,058 | +15,058 | $664 |
IYE | 15,058 | +15,058 | $664 |
FIDELITY NATL INFORMATION SV | 11,038 | +1,103 | $663 |
FIS | 11,038 | +1,103 | $663 |
VANGUARD ADMIRAL FDS INC (IVOV) | 7,599 | -332 | $662 |
IVOV | 7,599 | -332 | $662 |
SPDR SER TR (SJNK) | 26,336 | -410,533 | $662 |
SJNK | 26,336 | -410,533 | $662 |
ISHARES TR (EEM) | 16,403 | -1,082 | $660 |
EEM | 16,403 | -1,082 | $660 |
PIMCO ETF TR (HYS) | 7,064 | -35,215 | $658 |
HYS | 7,064 | -35,215 | $658 |
VANECK ETF TRUST (IHY) | 31,389 | -32,266 | $656 |
IHY | 31,389 | -32,266 | $656 |
SPROTT PHYSICAL GOLD TR | 41,062 | +17,852 | $654 |
PHYS | 41,062 | +17,852 | $654 |
SPDR SER TR (TFI) | 13,920 | +13,920 | $654 |
TFI | 13,920 | +13,920 | $654 |
ISHARES TR (IHF) | 2,485 | -6,185 | $652 |
IHF | 2,485 | -6,185 | $652 |
AMERICAN CENTY ETF TR (TAXF) | 12,784 | UNCH | $651 |
TAXF | 12,784 | UNCH | $651 |
GLOBAL X FDS | 23,441 | +603 | $649 |
URA | 23,441 | +603 | $649 |
WISDOMTREE TR | 7,359 | +7,359 | $647 |
DXJ | 7,359 | +7,359 | $647 |
J P MORGAN EXCHANGE TRADED F (JPST) | 12,848 | +7,544 | $645 |
JPST | 12,848 | +7,544 | $645 |
INVESCO EXCH TRADED FD TR II (QQQM) | 3,797 | +754 | $640 |
QQQM | 3,797 | +754 | $640 |
SPDR SER TR (QUS) | 4,846 | -2,916 | $640 |
QUS | 4,846 | -2,916 | $640 |
SPDR SER TR (SHM) | 13,392 | -608 | $640 |
SHM | 13,392 | -608 | $640 |
PACER FDS TR | 13,177 | -405 | $633 |
CALF | 13,177 | -405 | $633 |
DOMINION ENERGY INC | 13,467 | +1,146 | $633 |
D | 13,467 | +1,146 | $633 |
ISHARES TR (IEF) | 6,537 | +6,537 | $630 |
IEF | 6,537 | +6,537 | $630 |
ROPER TECHNOLOGIES INC | 1,150 | +506 | $627 |
ROP | 1,150 | +506 | $627 |
SPDR SER TR (SLYV) | 7,485 | -70,728 | $624 |
SLYV | 7,485 | -70,728 | $624 |
SPDR INDEX SHS FDS (GMF) | 6,160 | -2,707 | $623 |
GMF | 6,160 | -2,707 | $623 |
MITEK SYS INC | 47,800 | -400 | $623 |
MITK | 47,800 | -400 | $623 |
PROLOGIS INC. | 4,650 | +1,092 | $620 |
PLD | 4,650 | +1,092 | $620 |
WISDOMTREE TR | 14,719 | -8,400 | $618 |
IHDG | 14,719 | -8,400 | $618 |
EATON VANCE LTD DURATION INC | 64,411 | -19,030 | $617 |
EVV | 64,411 | -19,030 | $617 |
FORD MTR CO DEL | 50,576 | -8,367 | $617 |
F | 50,576 | -8,367 | $617 |
GENTEX CORP | 18,684 | -312 | $610 |
GNTX | 18,684 | -312 | $610 |
NUSHARES ETF TR (NUSC) | 15,570 | +402 | $609 |
NUSC | 15,570 | +402 | $609 |
IRON MTN INC DEL | 8,678 | -709 | $607 |
IRM | 8,678 | -709 | $607 |
DOW INC | 11,037 | +2,913 | $605 |
DOW | 11,037 | +2,913 | $605 |
FS CREDIT OPPORTUNITIES CORP | 105,558 | -3,171 | $599 |
FSCO | 105,558 | -3,171 | $599 |
LENNAR CORP | 4,019 | +10 | $599 |
LEN | 4,019 | +10 | $599 |
INVESCO ACTVELY MNGD ETC FD | 44,987 | +44,987 | $598 |
PDBC | 44,987 | +44,987 | $598 |
ISHARES TR (GNMA) | 13,354 | +13,354 | $591 |
GNMA | 13,354 | +13,354 | $591 |
INVESCO EXCH TRADED FD TR II (PCY) | 28,286 | -16,436 | $583 |
PCY | 28,286 | -16,436 | $583 |
EOG RES INC | 4,795 | +492 | $580 |
EOG | 4,795 | +492 | $580 |
HP INC | 19,177 | -205 | $577 |
HPQ | 19,177 | -205 | $577 |
DELTA AIR LINES INC DEL | 14,106 | +2,053 | $567 |
DAL | 14,106 | +2,053 | $567 |
HANNON ARMSTRONG SUST INFR C | 20,429 | +2,141 | $563 |
HASI | 20,429 | +2,141 | $563 |
ASML HOLDING N V | 742 | -124 | $562 |
ASML | 742 | -124 | $562 |
PARKER HANNIFIN CORP | 1,220 | +267 | $562 |
PH | 1,220 | +267 | $562 |
GE HEALTHCARE TECHNOLOGIES I | 7,262 | +719 | $561 |
GEHC | 7,262 | +719 | $561 |
ISHARES TR (USHY) | 15,320 | -56,536 | $557 |
USHY | 15,320 | -56,536 | $557 |
VANGUARD WORLD FDS (VHT) | 2,207 | +11 | $553 |
VHT | 2,207 | +11 | $553 |
BECTON DICKINSON & CO | 2,264 | -544 | $552 |
BDX | 2,264 | -544 | $552 |
INTUIT | 881 | -2,411 | $551 |
INTU | 881 | -2,411 | $551 |
CAPITAL GROUP GBL GROWTH EQT | 21,383 | +10,162 | $550 |
CGGO | 21,383 | +10,162 | $550 |
TRUIST FINL CORP | 14,906 | +3,564 | $550 |
TFC | 14,906 | +3,564 | $550 |
ISHARES SILVER TR (SLV) | 25,202 | -91 | $549 |
SLV | 25,202 | -91 | $549 |
INVESCO EXCHANGE TRADED FD T (PKW) | 5,533 | +3 | $548 |
PKW | 5,533 | +3 | $548 |
SEI INVTS CO | 8,615 | +3,877 | $548 |
SEIC | 8,615 | +3,877 | $548 |
NORTHERN LTS FD TR IV | 23,153 | -18,889 | $546 |
IBD | 23,153 | -18,889 | $546 |
TAIWAN SEMICONDUCTOR MFG LTD | 5,248 | +1,117 | $546 |
TSM | 5,248 | +1,117 | $546 |
SPDR SER TR (XOP) | 3,986 | +209 | $546 |
XOP | 3,986 | +209 | $546 |
SYNOPSYS INC | 1,059 | +9 | $545 |
SNPS | 1,059 | +9 | $545 |
ASCENT INDUSTRIES CO | 56,900 | +5,000 | $544 |
ACNT | 56,900 | +5,000 | $544 |
SERVICENOW INC | 764 | -1,074 | $540 |
NOW | 764 | -1,074 | $540 |
ANALOG DEVICES INC | 2,711 | -2,093 | $538 |
ADI | 2,711 | -2,093 | $538 |
BANK NOVA SCOTIA HALIFAX | 11,047 | +434 | $538 |
BNS | 11,047 | +434 | $538 |
MOTOROLA SOLUTIONS INC | 1,712 | +411 | $536 |
MSI | 1,712 | +411 | $536 |
BP PLC | 15,116 | -7 | $535 |
BP | 15,116 | -7 | $535 |
ISHARES TR (IUSG) | 5,134 | +4 | $534 |
IUSG | 5,134 | +4 | $534 |
TOLL BROTHERS INC | 5,180 | +1 | $532 |
TOL | 5,180 | +1 | $532 |
SELECT SECTOR SPDR TR (XLB) | 6,209 | -14,497 | $531 |
XLB | 6,209 | -14,497 | $531 |
ARISTA NETWORKS INC | 2,244 | +168 | $528 |
ANET | 2,244 | +168 | $528 |
J P MORGAN EXCHANGE TRADED F (JMEE) | 9,791 | +9,791 | $526 |
JMEE | 9,791 | +9,791 | $526 |
HENRY SCHEIN INC | 6,940 | +3,096 | $525 |
HSIC | 6,940 | +3,096 | $525 |
ONEOK INC NEW | 7,463 | +3,092 | $524 |
OKE | 7,463 | +3,092 | $524 |
WIX COM LTD | 4,261 | +4,261 | $524 |
WIX | 4,261 | +4,261 | $524 |
ANHEUSER BUSCH INBEV SA NV | 8,056 | -1,539 | $521 |
BUD | 8,056 | -1,539 | $521 |
PUBLIC SVC ENTERPRISE GRP IN | 8,452 | +2,272 | $517 |
PEG | 8,452 | +2,272 | $517 |
ROCKWELL AUTOMATION INC | 1,658 | +7 | $515 |
ROK | 1,658 | +7 | $515 |
ISHARES INC (EEMV) | 9,230 | -315 | $513 |
EEMV | 9,230 | -315 | $513 |
HOME BANCSHARES INC (HOMB) | 20,271 | +153 | $513 |
HOMB | 20,271 | +153 | $513 |
CSX CORP | 14,771 | +1,243 | $512 |
CSX | 14,771 | +1,243 | $512 |
VANECK ETF TRUST (SMB) | 29,673 | UNCH | $507 |
SMB | 29,673 | UNCH | $507 |
SPDR SER TR (SPTL) | 17,462 | +17,462 | $507 |
SPTL | 17,462 | +17,462 | $507 |
PROSHARES TR (TQQQ) | 10,000 | -762 | $507 |
TQQQ | 10,000 | -762 | $507 |
PHILLIPS 66 | 3,784 | +1,387 | $504 |
PSX | 3,784 | +1,387 | $504 |
BANK FIRST CORP | 5,788 | +2,687 | $502 |
BFC | 5,788 | +2,687 | $502 |
SSGA ACTIVE TR | 19,301 | +4,954 | $502 |
FISR | 19,301 | +4,954 | $502 |
PRINCIPAL FINANCIAL GROUP IN | 6,348 | -599 | $499 |
PFG | 6,348 | -599 | $499 |
MANHATTAN ASSOCIATES INC | 2,307 | +2,307 | $497 |
MANH | 2,307 | +2,307 | $497 |
FEDEX CORP | 1,962 | +151 | $496 |
FDX | 1,962 | +151 | $496 |
LOVESAC COMPANY | 19,354 | +5,600 | $494 |
LOVE | 19,354 | +5,600 | $494 |
ISHARES TR (AGZ) | 4,548 | +4,548 | $493 |
AGZ | 4,548 | +4,548 | $493 |
ENBRIDGE INC | 13,631 | +3,856 | $491 |
ENB | 13,631 | +3,856 | $491 |
ISHARES TR (IVLU) | 18,418 | +2,532 | $488 |
IVLU | 18,418 | +2,532 | $488 |
FIFTH THIRD BANCORP | 14,103 | -1,481 | $486 |
FITB | 14,103 | -1,481 | $486 |
GENERAL MLS INC | 7,433 | +23 | $484 |
GIS | 7,433 | +23 | $484 |
ISHARES TR (IEI) | 4,133 | +1,909 | $484 |
IEI | 4,133 | +1,909 | $484 |
VANGUARD INDEX FDS (VV) | 2,212 | -234 | $483 |
VV | 2,212 | -234 | $483 |
ISHARES TR (SUB) | 4,557 | +2,513 | $480 |
SUB | 4,557 | +2,513 | $480 |
AMERICAN TOWER CORP NEW | 2,219 | +186 | $479 |
AMT | 2,219 | +186 | $479 |
SPOTIFY TECHNOLOGY S A | 2,500 | +2,500 | $470 |
SPOT | 2,500 | +2,500 | $470 |
MERCADOLIBRE INC | 298 | -5 | $468 |
MELI | 298 | -5 | $468 |
DORIAN LPG LTD | 10,644 | +10,644 | $467 |
LPG | 10,644 | +10,644 | $467 |
LYONDELLBASELL INDUSTRIES N | 4,913 | +1,078 | $467 |
LYB | 4,913 | +1,078 | $467 |
KKR & CO INC | 5,576 | +5,576 | $462 |
KKR | 5,576 | +5,576 | $462 |
PACCAR INC | 4,727 | -85 | $462 |
PCAR | 4,727 | -85 | $462 |
CRH PLC | 6,607 | +6,607 | $457 |
CRH | 6,607 | +6,607 | $457 |
ISHARES INC (EMGF) | 10,669 | -839 | $457 |
EMGF | 10,669 | -839 | $457 |
SCHWAB STRATEGIC TR | 5,503 | -152 | $457 |
SCHG | 5,503 | -152 | $457 |
KROGER CO | 9,913 | +1,194 | $453 |
KR | 9,913 | +1,194 | $453 |
VANECK ETF TRUST (ITM) | 9,611 | -585 | $452 |
ITM | 9,611 | -585 | $452 |
INVESCO EXCHANGE TRADED FD T (PPA) | 4,858 | -5,618 | $448 |
PPA | 4,858 | -5,618 | $448 |
COHEN & STEERS INFRASTRUCTUR | 21,010 | -190 | $446 |
UTF | 21,010 | -190 | $446 |
CHENIERE ENERGY INC | 2,601 | +806 | $444 |
LNG | 2,601 | +806 | $444 |
MARTIN MARIETTA MATLS INC | 881 | -57 | $439 |
MLM | 881 | -57 | $439 |
PIEDMONT OFFICE REALTY TR IN | 61,737 | -4,137 | $439 |
PDM | 61,737 | -4,137 | $439 |
CLOROX CO DEL | 3,069 | +759 | $438 |
CLX | 3,069 | +759 | $438 |
PATTERSON COS INC | 15,227 | +1,539 | $433 |
PDCO | 15,227 | +1,539 | $433 |
ISHARES TR (IJT) | 3,391 | +441 | $424 |
IJT | 3,391 | +441 | $424 |
PIONEER NAT RES CO | 1,883 | +297 | $424 |
PXD | 1,883 | +297 | $424 |
VANGUARD ADMIRAL FDS INC (VIOO) | 4,272 | +1,227 | $424 |
VIOO | 4,272 | +1,227 | $424 |
WEC ENERGY GROUP INC | 5,008 | +694 | $422 |
WEC | 5,008 | +694 | $422 |
ANNOVIS BIO INC | 22,200 | -19,000 | $415 |
ANVS | 22,200 | -19,000 | $415 |
CROWDSTRIKE HLDGS INC | 1,605 | +1,605 | $410 |
CRWD | 1,605 | +1,605 | $410 |
FIRST TR EXCHANGE TRADED FD (CIBR) | 7,605 | +795 | $409 |
CIBR | 7,605 | +795 | $409 |
VANGUARD WORLD FD (MGC) | 2,415 | -1,588 | $409 |
MGC | 2,415 | -1,588 | $409 |
INTERPUBLIC GROUP COS INC | 12,468 | +12,468 | $407 |
IPG | 12,468 | +12,468 | $407 |
DOVER CORP | 2,626 | +15 | $404 |
DOV | 2,626 | +15 | $404 |
ENTERGY CORP NEW | 3,989 | +298 | $404 |
ETR | 3,989 | +298 | $404 |
TOTALENERGIES SE | 5,971 | +2,687 | $402 |
TTE | 5,971 | +2,687 | $402 |
ISHARES TR (SLQD) | 8,154 | +8,154 | $401 |
SLQD | 8,154 | +8,154 | $401 |
DANAHER CORPORATION | 1,726 | -5,292 | $399 |
DHR | 1,726 | -5,292 | $399 |
AIR PRODS & CHEMS INC | 1,454 | +273 | $398 |
APD | 1,454 | +273 | $398 |
USCF ETF TR (UMI) | 10,852 | +10,852 | $396 |
UMI | 10,852 | +10,852 | $396 |
ISHARES TR (IAGG) | 7,845 | -435 | $391 |
IAGG | 7,845 | -435 | $391 |
HARTFORD FINL SVCS GROUP INC | 4,852 | -712 | $390 |
HIG | 4,852 | -712 | $390 |
CLEARWATER ANALYTICS HLDGS I | 19,443 | +19,443 | $389 |
CWAN | 19,443 | +19,443 | $389 |
FLAHERTY & CRUMRINE DYNAMIC | 21,906 | +113 | $389 |
DFP | 21,906 | +113 | $389 |
MICRON TECHNOLOGY INC | 4,530 | -4,147 | $387 |
MU | 4,530 | -4,147 | $387 |
INTUITIVE SURGICAL INC | 1,145 | -2,498 | $386 |
ISRG | 1,145 | -2,498 | $386 |
METLIFE INC | 5,818 | -920 | $385 |
MET | 5,818 | -920 | $385 |
TEXTRON INC | 4,779 | -1,321 | $384 |
TXT | 4,779 | -1,321 | $384 |
DEVON ENERGY CORP NEW | 8,445 | -899,752 | $383 |
DVN | 8,445 | +248 | $383 |
EATON VANCE TAX MANAGED GLOB | 49,088 | -5,836 | $379 |
EXG | 49,088 | -5,836 | $379 |
ISHARES TR (IVE) | 2,176 | +234 | $378 |
IVE | 2,176 | +234 | $378 |
SPDR SER TR (LGLV) | 2,594 | +1 | $376 |
LGLV | 2,594 | +1 | $376 |
PPG INDS INC | 2,513 | -1,187 | $376 |
PPG | 2,513 | -1,187 | $376 |
CROWN CASTLE INC | 3,251 | +228 | $375 |
CCI | 3,251 | +228 | $375 |
FIRST TR EXCHANGE TRADED FD (SKYY) | 4,261 | +510 | $374 |
SKYY | 4,261 | +510 | $374 |
PACER FDS TR | 8,619 | -133 | $373 |
PTLC | 8,619 | -133 | $373 |
MONSTER BEVERAGE CORP NEW | 6,440 | +6,440 | $371 |
MNST | 6,440 | +6,440 | $371 |
ECOLAB INC | 1,863 | +428 | $370 |
ECL | 1,863 | +428 | $370 |
SIMON PPTY GROUP INC NEW | 2,591 | -383 | $370 |
SPG | 2,591 | -383 | $370 |
CAPITAL ONE FINL CORP | 2,808 | +85 | $368 |
COF | 2,808 | +85 | $368 |
COINBASE GLOBAL INC | 2,114 | +2,114 | $368 |
COIN | 2,114 | +2,114 | $368 |
ISHARES TR (REET) | 15,214 | -11,795 | $368 |
REET | 15,214 | -11,795 | $368 |
BUILDERS FIRSTSOURCE INC | 2,199 | -384 | $367 |
BLDR | 2,199 | -384 | $367 |
CONSOLIDATED EDISON INC | 4,033 | -364 | $367 |
ED | 4,033 | -364 | $367 |
ISHARES TR (IJK) | 4,611 | -84 | $365 |
IJK | 4,611 | -84 | $365 |
FIDELITY COVINGTON TRUST | 10,040 | +1,900 | $364 |
FSMD | 10,040 | +1,900 | $364 |
PG&E CORP | 20,093 | +20,093 | $362 |
PCG | 20,093 | +20,093 | $362 |
ISHARES TR (IWS) | 3,100 | +885 | $360 |
IWS | 3,100 | +885 | $360 |
VANECK ETF TRUST (HYD) | 6,960 | -30,164 | $359 |
HYD | 6,960 | -30,164 | $359 |
SYSCO CORP | 4,884 | -269 | $357 |
SYY | 4,884 | -269 | $357 |
MEDICAL PPTYS TRUST INC | 72,346 | -41,099 | $355 |
MPW | 72,346 | -41,099 | $355 |
COHEN & STEERS QUALITY INCOM | 28,983 | -3,867 | $355 |
RQI | 28,983 | -3,867 | $355 |
EVERSOURCE ENERGY | 5,734 | -548 | $354 |
ES | 5,734 | -548 | $354 |
WISDOMTREE TR | 12,217 | -5,315 | $353 |
XSOE | 12,217 | -5,315 | $353 |
D R HORTON INC | 2,317 | -118 | $352 |
DHI | 2,317 | -118 | $352 |
SEMPRA | 4,695 | +519 | $351 |
SRE | 4,695 | +519 | $351 |
CBOE GLOBAL MKTS INC | 1,959 | +1,959 | $350 |
CBOE | 1,959 | +1,959 | $350 |
FIRST TR LRGE CP CORE ALPHA (FEX) | 3,824 | UNCH | $345 |
FEX | 3,824 | UNCH | $345 |
ALIBABA GROUP HLDG LTD | 4,405 | +214 | $341 |
BABA | 4,405 | +214 | $341 |
DIAGEO PLC | 2,341 | +701 | $341 |
DEO | 2,341 | +701 | $341 |
FIDELITY COVINGTON TRUST | 12,765 | +132 | $340 |
FREL | 12,765 | +132 | $340 |
GLOBAL X FDS | 6,677 | -1,700 | $340 |
LIT | 6,677 | -1,700 | $340 |
AMKOR TECHNOLOGY INC | 10,193 | +17 | $339 |
AMKR | 10,193 | +17 | $339 |
ARES CAPITAL CORP | $339 | ||
ARCC | 13,321 | -440,957 | $267 |
NOTE 4 | 70,000 | UNCH | $72 |
CHIPOTLE MEXICAN GRILL INC | 148 | +12 | $338 |
CMG | 148 | +12 | $338 |
ENERGY TRANSFER L P | 24,509 | +5,519 | $338 |
ET | 24,509 | +5,519 | $338 |
SPDR SER TR (FLRN) | 10,968 | -58,551 | $336 |
FLRN | 10,968 | -58,551 | $336 |
FIRST TR EXCHANGE TRADED FD (FTCS) | 4,190 | -21,729 | $335 |
FTCS | 4,190 | -21,729 | $335 |
NXP SEMICONDUCTORS N V | 1,460 | -89 | $335 |
NXPI | 1,460 | -89 | $335 |
QUANTA SVCS INC | 1,549 | -80 | $334 |
PWR | 1,549 | -80 | $334 |
COPART INC | 6,774 | +6,774 | $332 |
CPRT | 6,774 | +6,774 | $332 |
MODERNA INC | 3,341 | -789 | $332 |
MRNA | 3,341 | -789 | $332 |
NUVEEN QUALITY MUNCP INCOME | 28,894 | -861 | $331 |
NAD | 28,894 | -861 | $331 |
UNILEVER PLC | 6,797 | +1,551 | $330 |
UL | 6,797 | +1,551 | $330 |
VANGUARD INTL EQUITY INDEX F (VT) | 3,210 | UNCH | $330 |
VT | 3,210 | UNCH | $330 |
AMPHENOL CORP NEW | 3,294 | +497 | $327 |
APH | 3,294 | +497 | $327 |
WISDOMTREE TR | 7,386 | -43 | $325 |
AGGY | 7,386 | -43 | $325 |
FREEPORT MCMORAN INC | 7,580 | -5,083 | $323 |
FCX | 7,580 | -5,083 | $323 |
INVESCO ACTIVELY MANAGED ETF (PSR) | 3,508 | +3,508 | $321 |
PSR | 3,508 | +3,508 | $321 |
WELLTOWER INC | 3,561 | +49 | $321 |
WELL | 3,561 | +49 | $321 |
GRAINGER W W INC | 387 | +387 | $320 |
GWW | 387 | +387 | $320 |
HCA HEALTHCARE INC | 1,181 | -125 | $320 |
HCA | 1,181 | -125 | $320 |
INVESCO EXCH TRADED FD TR II (PGHY) | 16,360 | UNCH | $320 |
PGHY | 16,360 | UNCH | $320 |
OCCIDENTAL PETE CORP | 5,322 | +908 | $318 |
OXY | 5,322 | +908 | $318 |
ATMOS ENERGY CORP | 2,719 | +19 | $315 |
ATO | 2,719 | +19 | $315 |
PPL CORP | 11,612 | +1,703 | $315 |
PPL | 11,612 | +1,703 | $315 |
PRUDENTIAL FINL INC | 3,028 | +576 | $314 |
PRU | 3,028 | +576 | $314 |
DBX ETF TR (DBJP) | 5,025 | UNCH | $312 |
DBJP | 5,025 | UNCH | $312 |
INVESCO EXCHANGE TRADED FD T (RSPM) | 9,198 | +9,198 | $309 |
RSPM | 9,198 | +9,198 | $309 |
GUGGENHEIM STRATEGIC OPPORTU (GOF) | 24,047 | +211 | $308 |
GOF | 24,047 | +211 | $308 |
EDWARDS LIFESCIENCES CORP | 4,032 | -2,049 | $307 |
EW | 4,032 | -2,049 | $307 |
DBX ETF TR (HYLB) | 8,633 | -2,264 | $307 |
HYLB | 8,633 | -2,264 | $307 |
OLD DOMINION FREIGHT LINE IN | 755 | +180 | $306 |
ODFL | 755 | +180 | $306 |
THE CIGNA GROUP | 1,017 | -789 | $305 |
CI | 1,017 | -789 | $305 |
DIMENSIONAL ETF TRUST (DFAS) | 5,112 | +25 | $305 |
DFAS | 5,112 | +25 | $305 |
SCHWAB STRATEGIC TR | 6,463 | -267 | $305 |
SCHA | 6,463 | -267 | $305 |
DOLLAR GEN CORP NEW | 2,233 | -1,083 | $304 |
DG | 2,233 | -1,083 | $304 |
GENERAC HLDGS INC | 2,342 | -476 | $303 |
GNRC | 2,342 | -476 | $303 |
AUTODESK INC | 1,240 | +1,240 | $302 |
ADSK | 1,240 | +1,240 | $302 |
ATKORE INC | 1,885 | -24 | $302 |
ATKR | 1,885 | -24 | $302 |
PIMCO ETF TR (ZROZ) | 3,500 | UNCH | $299 |
ZROZ | 3,500 | UNCH | $299 |
COHEN & STEERS LTD DURATION | 16,179 | -2,495 | $298 |
LDP | 16,179 | -2,495 | $298 |
OMNICOM GROUP INC | 3,420 | +329 | $296 |
OMC | 3,420 | +329 | $296 |
BCE INC | 7,445 | -1,172 | $293 |
BCE | 7,445 | -1,172 | $293 |
ISHARES TR (IWR) | 3,772 | +585 | $293 |
IWR | 3,772 | +585 | $293 |
ISHARES TR (DSI) | 3,202 | UNCH | $292 |
DSI | 3,202 | UNCH | $292 |
ISHARES TR (IGIB) | 5,617 | +5,617 | $292 |
IGIB | 5,617 | +5,617 | $292 |
ISHARES TR (IEV) | 5,475 | +917 | $289 |
IEV | 5,475 | +917 | $289 |
INTERNATIONAL PAPER CO | 7,983 | -862 | $289 |
IP | 7,983 | -862 | $289 |
KRAFT HEINZ CO | 7,822 | +923 | $289 |
KHC | 7,822 | +923 | $289 |
SPROTT PHYSICAL SILVER TR | 35,800 | +35,800 | $289 |
PSLV | 35,800 | +35,800 | $289 |
GENERAL MTRS CO | 8,007 | -3,390 | $288 |
GM | 8,007 | -3,390 | $288 |
REGENERON PHARMACEUTICALS | 327 | -379 | $287 |
REGN | 327 | -379 | $287 |
INVESCO EXCH TRADED FD TR II (SPHD) | 6,709 | -338 | $285 |
SPHD | 6,709 | -338 | $285 |
INVESCO EXCHANGE TRADED FD T (RFG) | 6,875 | UNCH | $284 |
RFG | 6,875 | UNCH | $284 |
CINCINNATI FINL CORP | 2,738 | +67 | $283 |
CINF | 2,738 | +67 | $283 |
SOUTHWESTERN ENERGY CO | 43,282 | -17,177 | $283 |
SWN | 43,282 | -17,177 | $283 |
ROSS STORES INC | 2,034 | -35 | $282 |
ROST | 2,034 | -35 | $282 |
SCHWAB STRATEGIC TR | 7,598 | -200 | $281 |
SCHF | 7,598 | -200 | $281 |
CHURCH & DWIGHT CO INC | 2,926 | +2,926 | $277 |
CHD | 2,926 | +2,926 | $277 |
FUTUREFUEL CORP | 45,273 | -1,077 | $275 |
FF | 45,273 | -1,077 | $275 |
CBRE GBL REAL ESTATE INC FD | 50,213 | -9,179 | $273 |
IGR | 50,213 | -9,179 | $273 |
DIGITAL RLTY TR INC | 2,012 | +2,012 | $271 |
DLR | 2,012 | +2,012 | $271 |
DTE ENERGY CO | 2,432 | +399 | $268 |
DTE | 2,432 | +399 | $268 |
NICOLET BANKSHARES INC (NIC) | 3,331 | +246 | $268 |
NIC | 3,331 | +246 | $268 |
BONDBLOXX ETF TRUST (HYSA) | 17,791 | -833 | $267 |
HYSA | 17,791 | -833 | $267 |
SPDR SER TR (KOMP) | 5,723 | -4,883 | $267 |
KOMP | 5,723 | -4,883 | $267 |
UBER TECHNOLOGIES INC | 4,344 | +4,344 | $267 |
UBER | 4,344 | +4,344 | $267 |
COGNIZANT TECHNOLOGY SOLUTIO | 3,523 | +508 | $266 |
CTSH | 3,523 | +508 | $266 |
PRICE T ROWE GROUP INC | 2,467 | +2,467 | $266 |
TROW | 2,467 | +2,467 | $266 |
AIM ETF PRODUCTS TRUST (DECW) | 9,323 | +173 | $264 |
DECW | 9,323 | +173 | $264 |
MCCORMICK & CO INC | 3,860 | +697 | $264 |
MKC | 3,860 | +697 | $264 |
BRITISH AMERN TOB PLC | 8,960 | +8,960 | $262 |
BTI | 8,960 | +8,960 | $262 |
EATON VANCE MUN INCOME 2028 | 15,046 | -3,200 | $261 |
ETX | 15,046 | -3,200 | $261 |
LABORATORY CORP AMER HLDGS | 1,148 | +105 | $261 |
LH | 1,148 | +105 | $261 |
OREILLY AUTOMOTIVE INC | 275 | +49 | $261 |
ORLY | 275 | +49 | $261 |
ALLSTATE CORP | 1,847 | +1,847 | $259 |
ALL | 1,847 | +1,847 | $259 |
PIMCO ETF TR (BOND) | 2,792 | +2,792 | $258 |
BOND | 2,792 | +2,792 | $258 |
SANOFI | 5,139 | +5,139 | $256 |
SNY | 5,139 | +5,139 | $256 |
SPDR INDEX SHS FDS (GWX) | 7,962 | +7,962 | $253 |
GWX | 7,962 | +7,962 | $253 |
KENVUE INC | 11,770 | +11,770 | $253 |
KVUE | 11,770 | +11,770 | $253 |
ISHARES TR (ICF) | 4,278 | -696 | $251 |
ICF | 4,278 | -696 | $251 |
NUSHARES ETF TR (NUMG) | 5,929 | UNCH | $251 |
NUMG | 5,929 | UNCH | $251 |
REALTY INCOME CORP | 4,340 | +4,340 | $249 |
O | 4,340 | +4,340 | $249 |
FIRST TR EXCH TRADED FD III (FPE) | 14,732 | -3,837 | $248 |
FPE | 14,732 | -3,837 | $248 |
SPDR SER TR (TIPX) | 13,276 | +13,276 | $247 |
TIPX | 13,276 | +13,276 | $247 |
VANGUARD WORLD FDS (VAW) | 1,299 | -9,044 | $247 |
VAW | 1,299 | -9,044 | $247 |
GLOBAL X FDS | 5,309 | +5,309 | $246 |
BKCH | 5,309 | +5,309 | $246 |
NORTHERN LTS FD TR IV | 7,089 | -13,186 | $246 |
ISMD | 7,089 | -13,186 | $246 |
CONSTELLATION BRANDS INC | 1,010 | -240 | $244 |
STZ | 1,010 | -240 | $244 |
BELPOINTE PREP LLC | 3,150 | UNCH | $243 |
OZ | 3,150 | UNCH | $243 |
FIRST TR EXCHANGE TRADED FD (FTSM) | 4,049 | -45,798 | $242 |
FTSM | 4,049 | -45,798 | $242 |
CARNIVAL CORP | 12,956 | +2,944 | $240 |
CCL | 12,956 | +2,944 | $240 |
J P MORGAN EXCHANGE TRADED F (JEPI) | 4,362 | +88 | $240 |
JEPI | 4,362 | +88 | $240 |
CENCORA INC | 1,329 | +1,329 | $239 |
ABC | 1,329 | +1,329 | $239 |
SPDR INDEX SHS FDS (FEZ) | 4,949 | -25,707 | $237 |
FEZ | 4,949 | -25,707 | $237 |
SPDR SER TR (KIE) | 5,181 | -4,886 | $234 |
KIE | 5,181 | -4,886 | $234 |
DNP SELECT INCOME FD INC | 27,488 | -6,503 | $233 |
DNP | 27,488 | -6,503 | $233 |
NUVEEN MUNICIPAL CREDIT INC | 19,739 | -1,926 | $233 |
NZF | 19,739 | -1,926 | $233 |
VANGUARD ADMIRAL FDS INC (VIOG) | 2,169 | -69 | $233 |
VIOG | 2,169 | -69 | $233 |
EXACT SCIENCES CORP | 3,136 | +3,136 | $232 |
EXAS | 3,136 | +3,136 | $232 |
CME GROUP INC | 1,093 | -75 | $230 |
CME | 1,093 | -75 | $230 |
REGAL REXNORD CORPORATION | 1,553 | +1,553 | $230 |
RRX | 1,553 | +1,553 | $230 |
BLACKROCK MUNIYIELD QUALITY | 19,620 | -249 | $228 |
MYI | 19,620 | -249 | $228 |
VANGUARD WORLD FDS (VDE) | 1,944 | +188 | $228 |
VDE | 1,944 | +188 | $228 |
ARCHER DANIELS MIDLAND CO | 3,145 | +255 | $227 |
ADM | 3,145 | +255 | $227 |
BAUSCH HEALTH COS INC | 28,204 | UNCH | $226 |
BHC | 28,204 | UNCH | $226 |
CORTEVA INC | 4,691 | -472 | $225 |
CTVA | 4,691 | -472 | $225 |
ISHARES TR (DVY) | 1,915 | +1,915 | $225 |
DVY | 1,915 | +1,915 | $225 |
JANUS DETROIT STR TR | 3,400 | +3,400 | $224 |
JSMD | 3,400 | +3,400 | $224 |
NATIONAL GRID PLC | 3,277 | +3,277 | $223 |
NGG | 3,277 | +3,277 | $223 |
WARNER BROS DISCOVERY INC | 19,610 | -2,081 | $223 |
WBD | 19,610 | -2,081 | $223 |
AON PLC | 764 | +63 | $222 |
AON | 764 | +63 | $222 |
INTERCONTINENTAL EXCHANGE IN (ICE) | 1,731 | +1,731 | $222 |
ICE | 1,731 | +1,731 | $222 |
ISHARES TR (IWO) | 876 | -34 | $221 |
IWO | 876 | -34 | $221 |
PENTAIR PLC | 3,046 | +3,046 | $221 |
PNR | 3,046 | +3,046 | $221 |
CAMPBELL SOUP CO | 5,079 | -4,306 | $220 |
CPB | 5,079 | -4,306 | $220 |
IMMUNITYBIO INC | 43,800 | UNCH | $220 |
IBRX | 43,800 | UNCH | $220 |
SPDR SER TR (XBI) | 2,461 | -2,046 | $220 |
XBI | 2,461 | -2,046 | $220 |
BANK NEW YORK MELLON CORP | 4,202 | +4,202 | $219 |
BK | 4,202 | +4,202 | $219 |
CLIMB GLOBAL SOLUTIONS INC | 3,979 | +3,979 | $218 |
CLMB | 3,979 | +3,979 | $218 |
FIRST TR EXCHANGE TRADED FD (HYLS) | 5,233 | -3,015 | $218 |
HYLS | 5,233 | -3,015 | $218 |
LYFT INC | $218 | ||
NOTE 1 | 230,000 | +230,000 | $218 |
BLACKROCK MUNIVEST FD INC | 30,515 | -2,356 | $217 |
MVF | 30,515 | -2,356 | $217 |
ETF OPPORTUNITIES TRUST (ACVF) | 5,880 | +5,880 | $215 |
ACVF | 5,880 | +5,880 | $215 |
AUTOZONE INC | 83 | +83 | $215 |
AZO | 83 | +83 | $215 |
INVESCO EXCH TRD SLF IDX FD | 9,477 | -130,969 | $215 |
BSJP | 9,477 | -130,969 | $215 |
REGIONS FINANCIAL CORP NEW | 11,042 | +11,042 | $214 |
RF | 11,042 | +11,042 | $214 |
VENTAS INC | 4,278 | +4,278 | $213 |
VTR | 4,278 | +4,278 | $213 |
ISHARES TR (CRBN) | 1,280 | +1,280 | $212 |
CRBN | 1,280 | +1,280 | $212 |
PROCORE TECHNOLOGIES INC | 3,056 | -2,637 | $212 |
PCOR | 3,056 | -2,637 | $212 |
GENUINE PARTS CO | 1,523 | -262 | $211 |
GPC | 1,523 | -262 | $211 |
XCEL ENERGY INC | 3,403 | +3,403 | $211 |
XEL | 3,403 | +3,403 | $211 |
FIRST TR EXCHNG TRADED FD VI (BUFG) | 9,808 | +9,808 | $209 |
BUFG | 9,808 | +9,808 | $209 |
BLACKSTONE MTG TR INC | 9,846 | +9,846 | $209 |
BXMT | 9,846 | +9,846 | $209 |
NUVEEN NASDAQ 100 DYNAMIC OV | 8,984 | UNCH | $208 |
QQQX | 8,984 | UNCH | $208 |
THE TRADE DESK INC | 2,888 | -96 | $208 |
TTD | 2,888 | -96 | $208 |
WISDOMTREE TR | 5,940 | +5,940 | $208 |
WCLD | 5,940 | +5,940 | $208 |
NORTHERN LTS FD TR IV | 6,937 | -13,448 | $205 |
WWJD | 6,937 | -13,448 | $205 |
PARAMOUNT GLOBAL | 13,773 | +1,242 | $204 |
PARA | 13,773 | +1,242 | $204 |
HILTON WORLDWIDE HLDGS INC | 1,117 | +1,117 | $203 |
HLT | 1,117 | +1,117 | $203 |
NOVARTIS AG | 2,006 | +2,006 | $203 |
NVS | 2,006 | +2,006 | $203 |
ISHARES TR (IUSV) | 2,392 | +2,392 | $202 |
IUSV | 2,392 | +2,392 | $202 |
SCHWAB STRATEGIC TR | 3,587 | +3,587 | $202 |
SCHX | 3,587 | +3,587 | $202 |
CANADIAN NAT RES LTD | 3,075 | +3,075 | $201 |
CNQ | 3,075 | +3,075 | $201 |
ISHARES TR (ISCB) | 3,752 | +3,752 | $201 |
ISCB | 3,752 | +3,752 | $201 |
ISHARES TR (IXN) | 2,946 | +2,946 | $201 |
IXN | 2,946 | +2,946 | $201 |
PENNS WOODS BANCORP INC | 8,945 | +8,945 | $201 |
PWOD | 8,945 | +8,945 | $201 |
FAIR ISAAC CORP | 172 | +172 | $200 |
FICO | 172 | +172 | $200 |
M & T BK CORP | 1,463 | +1,463 | $200 |
MTB | 1,463 | +1,463 | $200 |
BLACKROCK CORPOR HI YLD FD I | 20,870 | -27,246 | $197 |
HYT | 20,870 | -27,246 | $197 |
BNY MELLON STRATEGIC MUNS IN | 33,636 | -2,734 | $197 |
LEO | 33,636 | -2,734 | $197 |
HANCOCK JOHN PREM DIVID FD | 18,527 | +137 | $197 |
PDT | 18,527 | +137 | $197 |
SOFI TECHNOLOGIES INC | 19,194 | -1,324 | $191 |
SOFI | 19,194 | -1,324 | $191 |
HUNTINGTON BANCSHARES INC (HBAN) | 14,161 | +14,161 | $180 |
HBAN | 14,161 | +14,161 | $180 |
GAMESTOP CORP NEW | 10,065 | +10,065 | $176 |
GME | 10,065 | +10,065 | $176 |
VERVE THERAPEUTICS INC | 12,025 | +609 | $168 |
VERV | 12,025 | +609 | $168 |
HANCOCK JOHN PFD INCOME FD | 10,326 | +1 | $163 |
HPI | 10,326 | +1 | $163 |
AMMO INC | 76,800 | +10,000 | $161 |
POWW | 76,800 | +10,000 | $161 |
VIRCO MFG CO | 13,176 | UNCH | $159 |
VIRC | 13,176 | UNCH | $159 |
EATON VANCE TAX MANAGED BUY | 12,781 | +592 | $158 |
ETV | 12,781 | +592 | $158 |
AMCOR PLC | 16,156 | +16,156 | $156 |
AMCR | 16,156 | +16,156 | $156 |
KEYCORP | 10,098 | +10,098 | $145 |
KEY | 10,098 | +10,098 | $145 |
PROSHARES TR (SQQQ) | 10,800 | +10,800 | $145 |
SQQQ | 10,800 | +10,800 | $145 |
COHEN & STEERS CLOSED END OP | 12,884 | -1,000 | $144 |
FOF | 12,884 | -1,000 | $144 |
MILLER HOWARD HIGH INC EQTY | 11,771 | -413 | $125 |
HIE | 11,771 | -413 | $125 |
DIREXION SHS ETF TR (SOXS) | 20,000 | +20,000 | $116 |
SOXS | 20,000 | +20,000 | $116 |
EATON VANCE MUNI INCOME TRUS | 11,285 | -966 | $111 |
EVN | 11,285 | -966 | $111 |
ZEDGE INC | 46,600 | -14,000 | $110 |
ZDGE | 46,600 | -14,000 | $110 |
REKOR SYSTEMS INC | 32,750 | UNCH | $109 |
REKR | 32,750 | UNCH | $109 |
PIONEER MUNICIPAL HIGH INCOM | 12,230 | -3,273 | $106 |
MHI | 12,230 | -3,273 | $106 |
NUVEEN MUN VALUE FD INC | 11,685 | +11,685 | $100 |
NUV | 11,685 | +11,685 | $100 |
HIGH INCOME SECS FD | 14,637 | UNCH | $94 |
PCF | 14,637 | UNCH | $94 |
FST TR NEW OPPORT MLP & ENE | 13,126 | UNCH | $90 |
FPL | 13,126 | UNCH | $90 |
JOBY AVIATION INC | 12,300 | UNCH | $82 |
JOBY | 12,300 | UNCH | $82 |
LIBERTY ALL STAR EQUITY FD | 10,884 | UNCH | $69 |
USA | 10,884 | UNCH | $69 |
JETBLUE AWYS CORP | 10,920 | +552 | $61 |
JBLU | 10,920 | +552 | $61 |
OPENDOOR TECHNOLOGIES INC | 11,180 | +900 | $50 |
OPEN | 11,180 | +900 | $50 |
FTAI INFRASTRUCTURE INC | 12,381 | +12,381 | $48 |
FIP | 12,381 | +12,381 | $48 |
BIT DIGITAL INC | 10,008 | +10,008 | $42 |
BTBT | 10,008 | +10,008 | $42 |
TILRAY BRANDS INC | 14,782 | UNCH | $34 |
TLRY | 14,782 | UNCH | $34 |
COEUR MNG INC | 10,000 | UNCH | $33 |
CDE | 10,000 | UNCH | $33 |
AQUA METALS INC | 35,200 | -5,275 | $27 |
AQMS | 35,200 | -5,275 | $27 |
NIKOLA CORP | 21,036 | -1,023 | $18 |
NKLA | 21,036 | -1,023 | $18 |
FUELCELL ENERGY INC | 10,225 | UNCH | $16 |
FCEL | 10,225 | UNCH | $16 |
ENVIVA INC | 12,653 | +517 | $13 |
EVA | 12,653 | +517 | $13 |
KNIGHTSCOPE INC | 13,000 | UNCH | $8 |
KSCP | 13,000 | UNCH | $8 |
LIBERTY MEDIA CORP DEL | 15,000 | +15,000 | $3 |
DEB 4 | 15,000 | +15,000 | $3 |
ALLIANCEBERNSTEIN NATL MUN I | $0 (exited) | ||
AFB | 0 | -10,272 | $0 |
ALBEMARLE CORP | $0 (exited) | ||
ALB | 0 | -1,197 | $0 |
APOLLO GLOBAL MGMT INC | $0 (exited) | ||
APO | 0 | -7,343 | $0 |
ACTIVISION BLIZZARD INC | $0 (exited) | ||
ATVI | 0 | -2,335 | $0 |
ASTRAZENECA PLC | $0 (exited) | ||
AZN | 0 | -8,363 | $0 |
J P MORGAN EXCHANGE TRADED F | $0 (exited) | ||
BBEU | 0 | -45,997 | $0 |
TRAEGER INC | $0 (exited) | ||
COOK | 0 | -10,025 | $0 |
CENOVUS ENERGY INC | $0 (exited) | ||
CVE | 0 | -9,989 | $0 |
DIMENSIONAL ETF TRUST | $0 (exited) | ||
DFAI | 0 | -64,846 | $0 |
DOLLAR TREE INC | $0 (exited) | ||
DLTR | 0 | -4,327 | $0 |
BNY MELLON MUN INCOME INC | $0 (exited) | ||
DMF | 0 | -17,389 | $0 |
SPDR SER TR | $0 (exited) | ||
EBND | 0 | -30,112 | $0 |
EATON VANCE MUN BD FD | $0 (exited) | ||
EIM | 0 | -218,441 | $0 |
EQUINIX INC | $0 (exited) | ||
EQIX | 0 | -309 | $0 |
PROSHARES TR | $0 (exited) | ||
EQRR | 0 | -5,200 | $0 |
FIDELITY COVINGTON TRUST | $0 (exited) | ||
FCOM | 0 | -25,253 | $0 |
FIRSTENERGY CORP | $0 (exited) | ||
FE | 0 | -7,012 | $0 |
FISERV INC | $0 (exited) | ||
FISV | 0 | -5,973 | $0 |
FIRST TR EXCHNG TRADED FD VI | $0 (exited) | ||
FIXD | 0 | -5,702 | $0 |
FRANKLIN TEMPLETON ETF TR | $0 (exited) | ||
FLHY | 0 | -9,283 | $0 |
GOLUB CAP BDC INC | $0 (exited) | ||
GBDC | 0 | -295,706 | $0 |
ISHARES TR | $0 (exited) | ||
GBF | 0 | -7,014 | $0 |
GLADSTONE COMMERCIAL CORP | $0 (exited) | ||
GOOD | 0 | -20,071 | $0 |
HORMEL FOODS CORP | $0 (exited) | ||
HRL | 0 | -6,293 | $0 |
ISHARES TR | $0 (exited) | ||
IBB | 0 | -5,357 | $0 |
ISHARES TR | $0 (exited) | ||
IBDO | 0 | -8,891 | $0 |
ISHARES TR | $0 (exited) | ||
IGV | 0 | -1,541 | $0 |
ISHARES TR | $0 (exited) | ||
IHE | 0 | -10,397 | $0 |
ISHARES TR | $0 (exited) | ||
IHI | 0 | -4,774 | $0 |
ISHARES TR | $0 (exited) | ||
IXUS | 0 | -5,701 | $0 |
ISHARES TR | $0 (exited) | ||
IYG | 0 | -9,224 | $0 |
ISHARES TR | $0 (exited) | ||
IYJ | 0 | -3,506 | $0 |
ISHARES TR | $0 (exited) | ||
IYK | 0 | -4,617 | $0 |
ISHARES TR | $0 (exited) | ||
IYT | 0 | -1,797 | $0 |
FIRST TR EXCHANGE TRADED FD | $0 (exited) | ||
KNG | 0 | -32,842 | $0 |
LUMEN TECHNOLOGIES INC | $0 (exited) | ||
LUMN | 0 | -11,900 | $0 |
LYFT INC | $0 (exited) | ||
NOTE 1 | 0 | -215,000 | $0 |
PIONEER MUNICIPAL HIGH INCOM | $0 (exited) | ||
MAV | 0 | -29,661 | $0 |
ISHARES TR | $0 (exited) | ||
MCHI | 0 | -11,700 | $0 |
MIROMATRIX MED INC | $0 (exited) | ||
MIRO | 0 | -58,900 | $0 |
NEUROCRINE BIOSCIENCES INC | $0 (exited) | ||
NBIX | 0 | -2,479 | $0 |
NATIONAL FUEL GAS CO | $0 (exited) | ||
NFG | 0 | -5,243 | $0 |
NEW MTN FIN CORP | $0 (exited) | ||
NMFC | 0 | -78,616 | $0 |
ON SEMICONDUCTOR CORP | $0 (exited) | ||
ON | 0 | -2,515 | $0 |
PEMBINA PIPELINE CORP | $0 (exited) | ||
PBA | 0 | -20,126 | $0 |
PROGRESSIVE CORP | $0 (exited) | ||
PGR | 0 | -3,771 | $0 |
PLUG POWER INC | $0 (exited) | ||
PLUG | 0 | -13,928 | $0 |
PROSPECT CAP CORP | $0 (exited) | ||
PSEC | 0 | -12,453 | $0 |
PACER FDS TR | $0 (exited) | ||
PTBD | 0 | -10,011 | $0 |
SPDR INDEX SHS FDS | $0 (exited) | ||
QEFA | 0 | -68,294 | $0 |
B. RILEY FINANCIAL INC | $0 (exited) | ||
RILY | 0 | -7,229 | $0 |
INVESCO EXCHANGE TRADED FD T | $0 (exited) | ||
RTM | 0 | -10,709 | $0 |
VANECK ETF TRUST | $0 (exited) | ||
SMH | 0 | -12,142 | $0 |
DIREXION SHS ETF TR | $0 (exited) | ||
SOXL | 0 | -15,000 | $0 |
ISHARES TR | $0 (exited) | ||
SOXX | 0 | -1,485 | $0 |
SPDR SER TR | $0 (exited) | ||
SPHY | 0 | -11,077 | $0 |
SPDR SER TR | $0 (exited) | ||
SPYD | 0 | -6,479 | $0 |
PIMCO ETF TR | $0 (exited) | ||
STPZ | 0 | -5,004 | $0 |
TRIMAS CORP | $0 (exited) | ||
TRS | 0 | -36,704 | $0 |
VANGUARD WORLD FDS | $0 (exited) | ||
VCR | 0 | -7,750 | $0 |
VANGUARD WORLD FDS | $0 (exited) | ||
VFH | 0 | -42,825 | $0 |
INVESCO TR INVT GRADE MUNS | $0 (exited) | ||
VGM | 0 | -14,149 | $0 |
VANGUARD ADMIRAL FDS INC | $0 (exited) | ||
VIOV | 0 | -2,647 | $0 |
VANGUARD WORLD FDS | $0 (exited) | ||
VIS | 0 | -2,795 | $0 |
INVESCO ADVANTAGE MUN INCOME | $0 (exited) | ||
VKI | 0 | -25,225 | $0 |
INVESCO MUNICIPAL TRUST | $0 (exited) | ||
VKQ | 0 | -30,117 | $0 |
INVESCO MUN OPPORTUNITY TR | $0 (exited) | ||
VMO | 0 | -28,971 | $0 |
VANGUARD WORLD FDS | $0 (exited) | ||
VOX | 0 | -32,383 | $0 |
WESTERN UN CO | $0 (exited) | ||
WU | 0 | -24,740 | $0 |
SPDR SER TR | $0 (exited) | ||
XHE | 0 | -6,371 | $0 |
SPDR SER TR | $0 (exited) | ||
XHS | 0 | -12,181 | $0 |
ZOOM VIDEO COMMUNICATIONS IN | 0 | -3,055 | $0 (exited) |
ZM | 0 | -3,055 | $0 |
See Summary: Merit Financial Group LLC Top Holdings
See Details: Top 10 Stocks Held By Merit Financial Group LLC
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
KORP | +338,918 | +$15,770 |
AVEM | +123,943 | +$6,989 |
GTO | +135,755 | +$6,413 |
AVUV | +60,880 | +$5,467 |
SCHZ | +102,322 | +$4,770 |
SCHR | +72,742 | +$3,617 |
EMXC | +56,782 | +$3,146 |
SPBO | +84,405 | +$2,482 |
EQWL | +27,453 | +$2,404 |
PFFD | +123,896 | +$2,404 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
QEFA | -68,294 | -$4,578 |
GBDC | -295,706 | -$4,338 |
VFH | -42,825 | -$3,440 |
VOX | -32,383 | -$3,406 |
BBEU | -45,997 | -$2,338 |
VCR | -7,750 | -$2,088 |
EIM | -218,441 | -$1,957 |
IHE | -10,397 | -$1,840 |
SMH | -12,142 | -$1,760 |
DFAI | -64,846 | -$1,693 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
SPTI | +3,585,095 | +$102,983 |
USIG | +1,172,469 | +$60,473 |
MINT | +425,946 | +$42,502 |
SPY | +251,682 | +$5,512 |
GCC | +224,256 | +$3,771 |
SPYG | +180,833 | +$14,169 |
SPDW | +100,294 | +$4,176 |
VTV | +87,691 | +$15,106 |
MGV | +73,223 | +$9,972 |
SPYV | +66,819 | +$5,342 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
BIV | -928,053 | -$66,909 |
DVN | -899,752 | -$3,507 |
VGSH | -860,946 | -$48,823 |
ARCC | -440,957 | -$8,577 |
SJNK | -410,533 | -$10,024 |
SRLN | -345,386 | -$14,482 |
SHYG | -214,013 | -$8,748 |
PGX | -201,408 | -$2,171 |
BSJP | -130,969 | -$2,942 |
Size ($ in 1000's)
At 12/31/2023: $3,287,386 At 09/30/2023: $3,057,559 Merit Financial Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Merit Financial Group LLC 13F filings. Link to 13F filings: SEC filings |