Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (IVV) | 74,587 | -16,412 | $39,213 |
IVV | 74,587 | -16,412 | $39,213 |
SCHWAB STRATEGIC TR | 513,132 | -22,324 | $20,022 |
SCHF | 513,132 | -22,324 | $20,022 |
SCHWAB STRATEGIC TR | 159,371 | -17,716 | $14,777 |
SCHG | 159,371 | -17,716 | $14,777 |
ISHARES TR (IUSB) | 284,811 | +69,728 | $12,985 |
IUSB | 284,811 | +69,728 | $12,985 |
ISHARES INC (IEMG) | 212,903 | +115,787 | $10,986 |
IEMG | 212,903 | +115,787 | $10,986 |
APPLE INC | 59,665 | +4,169 | $10,231 |
AAPL | 59,665 | +4,169 | $10,231 |
MICROSOFT CORP | 23,815 | -1,628 | $10,019 |
MSFT | 23,815 | -1,628 | $10,019 |
ISHARES TR (TLTW) | 371,532 | -169,855 | $9,920 |
TLTW | 371,532 | -169,855 | $9,920 |
VANGUARD INDEX FDS (VTV) | 56,346 | -3,399 | $9,177 |
VTV | 56,346 | -3,399 | $9,177 |
ISHARES TR (QUAL) | 55,685 | -2,390 | $9,152 |
QUAL | 55,685 | -2,390 | $9,152 |
SCHWAB STRATEGIC TR | 196,122 | +76,268 | $9,022 |
SCHZ | 196,122 | +76,268 | $9,022 |
ISHARES TR (IVW) | 105,638 | +38,732 | $8,920 |
IVW | 105,638 | +38,732 | $8,920 |
SCHWAB STRATEGIC TR | 112,509 | +8,134 | $8,548 |
SCHV | 112,509 | +8,134 | $8,548 |
ISHARES TR (MUB) | 78,122 | +7,734 | $8,406 |
MUB | 78,122 | +7,734 | $8,406 |
ISHARES TR (DGRO) | 143,159 | -48,657 | $8,312 |
DGRO | 143,159 | -48,657 | $8,312 |
BLACKROCK ETF TRUST (DYNF) | 185,445 | +185,445 | $8,234 |
DYNF | 185,445 | +185,445 | $8,234 |
VANGUARD WORLD FD (MGK) | 28,265 | -13,939 | $8,101 |
MGK | 28,265 | -13,939 | $8,101 |
VANGUARD SPECIALIZED FUNDS (VIG) | 42,338 | -4,359 | $7,731 |
VIG | 42,338 | -4,359 | $7,731 |
AMAZON COM INC | 41,083 | +2,645 | $7,411 |
AMZN | 41,083 | +2,645 | $7,411 |
VANGUARD SCOTTSDALE FDS (VCLT) | 93,553 | +16,051 | $7,319 |
VCLT | 93,553 | +16,051 | $7,319 |
NVIDIA CORPORATION | 7,488 | -630 | $6,766 |
NVDA | 7,488 | -630 | $6,766 |
ISHARES TR (IVE) | 35,734 | +26,717 | $6,675 |
IVE | 35,734 | +26,717 | $6,675 |
ISHARES TR (EFG) | 59,133 | +3,202 | $6,137 |
EFG | 59,133 | +3,202 | $6,137 |
HOME DEPOT INC | 15,992 | +750 | $6,135 |
HD | 15,992 | +750 | $6,135 |
ALPHABET INC | 39,080 | +1,710 | $5,898 |
GOOGL | 39,080 | +1,710 | $5,898 |
JPMORGAN CHASE & CO | 29,382 | -4,412 | $5,885 |
JPM | 29,382 | -4,412 | $5,885 |
ISHARES TR (EFV) | 105,669 | -39,813 | $5,748 |
EFV | 105,669 | -39,813 | $5,748 |
META PLATFORMS INC | 11,523 | -549 | $5,595 |
META | 11,523 | -549 | $5,595 |
SPDR SER TR (MDYG) | 60,214 | -9,830 | $5,256 |
MDYG | 60,214 | -9,830 | $5,256 |
VANGUARD INDEX FDS (VUG) | 15,143 | +415 | $5,212 |
VUG | 15,143 | +415 | $5,212 |
SPDR SER TR (MDYV) | 66,771 | -14,358 | $5,075 |
MDYV | 66,771 | -14,358 | $5,075 |
VANGUARD WORLD FD (MGV) | 41,922 | -24,136 | $5,010 |
MGV | 41,922 | -24,136 | $5,010 |
SPDR SER TR (SLYV) | 56,939 | -7,834 | $4,724 |
SLYV | 56,939 | -7,834 | $4,724 |
SELECT SECTOR SPDR TR (XLK) | 22,621 | -4,912 | $4,711 |
XLK | 22,621 | -4,912 | $4,711 |
ISHARES TR (LQDW) | 153,614 | +10,858 | $4,501 |
LQDW | 153,614 | +10,858 | $4,501 |
PROSHARES TR (NOBL) | 41,883 | -10,957 | $4,247 |
NOBL | 41,883 | -10,957 | $4,247 |
ISHARES TR (IYW) | 30,375 | +3,211 | $4,102 |
IYW | 30,375 | +3,211 | $4,102 |
SPDR SER TR (SLYG) | 45,963 | -8,197 | $4,009 |
SLYG | 45,963 | -8,197 | $4,009 |
L3HARRIS TECHNOLOGIES INC | 17,331 | +1,322 | $3,693 |
LHX | 17,331 | +1,322 | $3,693 |
ISHARES TR (IWC) | 30,418 | -6,108 | $3,686 |
IWC | 30,418 | -6,108 | $3,686 |
WALMART INC | 58,981 | +39,738 | $3,561 |
WMT | 58,981 | +39,738 | $3,561 |
AMERICAN CENTY ETF TR (AVDV) | 53,484 | +1,719 | $3,522 |
AVDV | 53,484 | +1,719 | $3,522 |
ISHARES TR (MBB) | 38,078 | +1,991 | $3,519 |
MBB | 38,078 | +1,991 | $3,519 |
ISHARES TR (IWF) | 10,347 | -162 | $3,487 |
IWF | 10,347 | -162 | $3,487 |
EATON CORP PLC | 10,915 | +1,594 | $3,422 |
ETN | 10,915 | +1,594 | $3,422 |
ISHARES INC (EMXC) | 58,567 | +23,127 | $3,372 |
EMXC | 58,567 | +23,127 | $3,372 |
UNITEDHEALTH GROUP INC | 6,791 | +36 | $3,359 |
UNH | 6,791 | +36 | $3,359 |
VISA INC | 11,636 | -64 | $3,247 |
V | 11,636 | -64 | $3,247 |
TJX COS INC NEW | 31,703 | +2,049 | $3,215 |
TJX | 31,703 | +2,049 | $3,215 |
ISHARES TR (IDEV) | 47,345 | -320 | $3,178 |
IDEV | 47,345 | -320 | $3,178 |
INTERCONTINENTAL EXCHANGE IN (ICE) | 22,817 | +944 | $3,146 |
ICE | 22,817 | +944 | $3,146 |
MERCK & CO INC | 23,594 | +681 | $3,131 |
MRK | 23,594 | +681 | $3,131 |
PALO ALTO NETWORKS INC | 10,857 | +571 | $3,085 |
PANW | 10,857 | +571 | $3,085 |
TRANE TECHNOLOGIES PLC | 10,128 | +302 | $3,048 |
TT | 10,128 | +302 | $3,048 |
BROADCOM INC | 2,239 | -273 | $2,978 |
AVGO | 2,239 | -273 | $2,978 |
ISHARES TR (AGG) | 30,038 | +4,511 | $2,942 |
AGG | 30,038 | +4,511 | $2,942 |
VANGUARD BD INDEX FDS (BND) | 40,122 | +16,821 | $2,914 |
BND | 40,122 | +16,821 | $2,914 |
CME GROUP INC | 13,205 | +1,046 | $2,843 |
CME | 13,205 | +1,046 | $2,843 |
ISHARES TR (ESGD) | 35,567 | +1,247 | $2,842 |
ESGD | 35,567 | +1,247 | $2,842 |
COSTCO WHSL CORP NEW | 3,829 | -17 | $2,805 |
COST | 3,829 | -17 | $2,805 |
VANGUARD INDEX FDS (VBR) | 14,527 | -2,638 | $2,787 |
VBR | 14,527 | -2,638 | $2,787 |
MARATHON PETE CORP | 13,815 | -268 | $2,784 |
MPC | 13,815 | -268 | $2,784 |
VERIZON COMMUNICATIONS INC | 65,866 | +9,106 | $2,764 |
VZ | 65,866 | +9,106 | $2,764 |
ISHARES TR (IUSG) | 23,318 | -7,388 | $2,733 |
IUSG | 23,318 | -7,388 | $2,733 |
SCHWAB STRATEGIC TR | 33,505 | +696 | $2,728 |
SCHM | 33,505 | +696 | $2,728 |
SALESFORCE INC | 8,995 | -149 | $2,713 |
CRM | 8,995 | -149 | $2,713 |
ISHARES TR (IJR) | 24,401 | -2,693 | $2,697 |
IJR | 24,401 | -2,693 | $2,697 |
ELI LILLY & CO | 3,465 | -770 | $2,696 |
LLY | 3,465 | -770 | $2,696 |
ISHARES TR (ESGU) | 23,353 | -38,342 | $2,685 |
ESGU | 23,353 | -38,342 | $2,685 |
SPDR SER TR (SPYG) | 36,584 | -1,447 | $2,676 |
SPYG | 36,584 | -1,447 | $2,676 |
SCHWAB STRATEGIC TR | 103,457 | +4,195 | $2,612 |
SCHE | 103,457 | +4,195 | $2,612 |
SCHWAB STRATEGIC TR | 51,573 | +2,070 | $2,539 |
SCHA | 51,573 | +2,070 | $2,539 |
DIAMONDBACK ENERGY INC | 12,562 | +12,562 | $2,489 |
FANG | 12,562 | +12,562 | $2,489 |
LOCKHEED MARTIN CORP | 5,388 | +1,942 | $2,466 |
LMT | 5,388 | +1,942 | $2,466 |
INVESCO EXCHANGE TRADED FD T (RSP) | 14,460 | -8,888 | $2,449 |
RSP | 14,460 | -8,888 | $2,449 |
WISDOMTREE TR | 48,638 | +14,390 | $2,446 |
USFR | 48,638 | +14,390 | $2,446 |
SCHWAB STRATEGIC TR | 39,021 | +1,514 | $2,422 |
SCHX | 39,021 | +1,514 | $2,422 |
AMGEN INC | 8,291 | +2,034 | $2,357 |
AMGN | 8,291 | +2,034 | $2,357 |
VANGUARD INDEX FDS (VOE) | 15,072 | -4,800 | $2,350 |
VOE | 15,072 | -4,800 | $2,350 |
ISHARES TR (HEFA) | 66,245 | +66,245 | $2,311 |
HEFA | 66,245 | +66,245 | $2,311 |
NXP SEMICONDUCTORS N V | 9,020 | -4,951 | $2,244 |
NXPI | 9,020 | -4,951 | $2,244 |
SPDR INDEX SHS FDS (DWX) | 61,796 | -1,908 | $2,172 |
DWX | 61,796 | -1,908 | $2,172 |
ADVANCED MICRO DEVICES INC | 12,014 | -1,309 | $2,168 |
AMD | 12,014 | -1,309 | $2,168 |
VANGUARD INDEX FDS (VOT) | 9,159 | -2,588 | $2,160 |
VOT | 9,159 | -2,588 | $2,160 |
DEXCOM INC | 15,451 | +15,451 | $2,143 |
DXCM | 15,451 | +15,451 | $2,143 |
CHEVRON CORP NEW | 12,891 | -5,532 | $2,033 |
CVX | 12,891 | -5,532 | $2,033 |
JOHNSON & JOHNSON | 12,807 | -748 | $2,026 |
JNJ | 12,807 | -748 | $2,026 |
UNION PAC CORP | 8,122 | +144 | $2,007 |
UNP | 8,122 | +144 | $2,007 |
ISHARES TR (TLT) | 21,112 | -2,233 | $1,998 |
TLT | 21,112 | -2,233 | $1,998 |
SPDR INDEX SHS FDS (EDIV) | 58,057 | -12,435 | $1,945 |
EDIV | 58,057 | -12,435 | $1,945 |
SPDR SER TR (SPLG) | 31,192 | -382 | $1,919 |
SPLG | 31,192 | -382 | $1,919 |
VANGUARD INDEX FDS (VOO) | 3,870 | +2,085 | $1,860 |
VOO | 3,870 | +2,085 | $1,860 |
MOTOROLA SOLUTIONS INC | 5,178 | +253 | $1,843 |
MSI | 5,178 | +253 | $1,843 |
BERKSHIRE HATHAWAY INC DEL | $1,841 | ||
BRK.B | 4,378 | -508 | $1,841 |
SCHWAB CHARLES CORP | 25,369 | -5,053 | $1,835 |
SCHW | 25,369 | -5,053 | $1,835 |
MCDONALDS CORP | 6,447 | -229 | $1,818 |
MCD | 6,447 | -229 | $1,818 |
PACER FDS TR | 37,904 | UNCH | $1,809 |
PTLC | 37,904 | UNCH | $1,809 |
CISCO SYS INC | 36,162 | -868 | $1,805 |
CSCO | 36,162 | -868 | $1,805 |
IQVIA HLDGS INC | 7,100 | -4,964 | $1,796 |
IQV | 7,100 | -4,964 | $1,796 |
STERIS PLC | 7,972 | +401 | $1,792 |
STE | 7,972 | +401 | $1,792 |
ISHARES TR (ICSH) | 34,870 | +8,904 | $1,763 |
ICSH | 34,870 | +8,904 | $1,763 |
FISERV INC | 10,863 | +213 | $1,736 |
FI | 10,863 | +213 | $1,736 |
ISHARES TR (LQD) | 15,913 | -4,430 | $1,733 |
LQD | 15,913 | -4,430 | $1,733 |
DUKE ENERGY CORP NEW | 17,884 | -923 | $1,730 |
DUK | 17,884 | -923 | $1,730 |
SPDR S&P 500 ETF TR (SPY) | 3,253 | -1,363 | $1,707 |
SPY | 3,253 | -1,363 | $1,707 |
ISHARES TR (TLH) | 16,103 | -1,603 | $1,691 |
TLH | 16,103 | -1,603 | $1,691 |
PEPSICO INC | 9,543 | +310 | $1,682 |
PEP | 9,543 | +310 | $1,682 |
ISHARES TR (SHY) | 20,573 | -1,185 | $1,682 |
SHY | 20,573 | -1,185 | $1,682 |
S&P GLOBAL INC | 3,950 | -71 | $1,681 |
SPGI | 3,950 | -71 | $1,681 |
JOHNSON CTLS INTL PLC | 25,318 | +4,037 | $1,663 |
JCI | 25,318 | +4,037 | $1,663 |
DARDEN RESTAURANTS INC | 9,782 | +792 | $1,635 |
DRI | 9,782 | +792 | $1,635 |
DEVON ENERGY CORP NEW | 31,913 | +6,847 | $1,601 |
DVN | 31,913 | +6,847 | $1,601 |
DIGITAL RLTY TR INC | 11,050 | +3,937 | $1,592 |
DLR | 11,050 | +3,937 | $1,592 |
ISHARES TR (IEF) | 16,686 | -4,105 | $1,579 |
IEF | 16,686 | -4,105 | $1,579 |
VANGUARD MUN BD FDS (VTEB) | 30,199 | -2,472 | $1,528 |
VTEB | 30,199 | -2,472 | $1,528 |
PROCTER AND GAMBLE CO | 9,223 | -971 | $1,496 |
PG | 9,223 | -971 | $1,496 |
ISHARES INC (ESGE) | 45,853 | +2,093 | $1,478 |
ESGE | 45,853 | +2,093 | $1,478 |
SPDR SER TR (SPYV) | 28,170 | -2,932 | $1,411 |
SPYV | 28,170 | -2,932 | $1,411 |
NUSHARES ETF TR (NUSC) | 32,998 | +127 | $1,372 |
NUSC | 32,998 | +127 | $1,372 |
BLACKROCK ETF TRUST II (BINC) | 26,105 | +26,105 | $1,369 |
BINC | 26,105 | +26,105 | $1,369 |
SCHWAB STRATEGIC TR | 16,891 | +143 | $1,362 |
SCHD | 16,891 | +143 | $1,362 |
INVESCO EXCHANGE TRADED FD T (XLG) | 32,120 | +32,120 | $1,353 |
XLG | 32,120 | +32,120 | $1,353 |
ISHARES TR (IXUS) | 19,928 | -25 | $1,352 |
IXUS | 19,928 | -25 | $1,352 |
HALLIBURTON CO | 33,046 | -11,492 | $1,303 |
HAL | 33,046 | -11,492 | $1,303 |
WISDOMTREE TR | 42,882 | -274,360 | $1,263 |
XSOE | 42,882 | -274,360 | $1,263 |
ISHARES TR (IJK) | 13,682 | -693 | $1,248 |
IJK | 13,682 | -693 | $1,248 |
INNOVATOR ETFS TRUST (UAUG) | 37,658 | -1,145 | $1,230 |
UAUG | 37,658 | -1,145 | $1,230 |
ISHARES TR (SUSC) | 52,110 | +2,216 | $1,198 |
SUSC | 52,110 | +2,216 | $1,198 |
FIRST TR EXCHANGE TRADED FD (FDN) | 5,825 | -970 | $1,195 |
FDN | 5,825 | -970 | $1,195 |
TRUIST FINL CORP | 30,651 | -196 | $1,195 |
TFC | 30,651 | -196 | $1,195 |
PIMCO ETF TR (BOND) | 12,727 | +2,330 | $1,169 |
BOND | 12,727 | +2,330 | $1,169 |
NUSHARES ETF TR (NULV) | 30,028 | -191 | $1,167 |
NULV | 30,028 | -191 | $1,167 |
SPDR SER TR (TFI) | 25,054 | -27,429 | $1,165 |
TFI | 25,054 | -27,429 | $1,165 |
INVESCO EXCH TRADED FD TR II (PCEF) | 61,613 | -315 | $1,161 |
PCEF | 61,613 | -315 | $1,161 |
COMCAST CORP NEW | 26,399 | +161 | $1,144 |
CMCSA | 26,399 | +161 | $1,144 |
CARETRUST REIT INC | 45,652 | +4,285 | $1,126 |
CTRE | 45,652 | +4,285 | $1,126 |
ISHARES TR (IJJ) | 9,512 | -534 | $1,125 |
IJJ | 9,512 | -534 | $1,125 |
NUSHARES ETF TR (NULG) | 14,031 | -2,960 | $1,070 |
NULG | 14,031 | -2,960 | $1,070 |
ISHARES TR (EMB) | 11,886 | +3,935 | $1,066 |
EMB | 11,886 | +3,935 | $1,066 |
EXXON MOBIL CORP | 9,016 | +629 | $1,048 |
XOM | 9,016 | +629 | $1,048 |
WISDOMTREE TR | 21,411 | -2,923 | $1,044 |
DON | 21,411 | -2,923 | $1,044 |
ISHARES TR (IXC) | 23,331 | +1,957 | $1,002 |
IXC | 23,331 | +1,957 | $1,002 |
COCA COLA CO | 16,160 | -2,365 | $996 |
KO | 16,160 | -2,365 | $996 |
INVESCO EXCH TRADED FD TR II (PHB) | 53,654 | +406 | $973 |
PHB | 53,654 | +406 | $973 |
ISHARES TR (IFRA) | 22,330 | -4,280 | $968 |
IFRA | 22,330 | -4,280 | $968 |
SCHWAB STRATEGIC TR | 26,747 | +1,181 | $952 |
FNDF | 26,747 | +1,181 | $952 |
ISHARES TR (IJT) | 7,284 | -562 | $952 |
IJT | 7,284 | -562 | $952 |
SPDR INDEX SHS FDS (WDIV) | 15,792 | +464 | $947 |
WDIV | 15,792 | +464 | $947 |
ISHARES TR (SUSA) | 8,396 | -51 | $917 |
SUSA | 8,396 | -51 | $917 |
ISHARES TR (IJH) | 14,861 | +10,816 | $903 |
IJH | 14,861 | +10,816 | $903 |
ISHARES TR (EFA) | 11,280 | +63 | $901 |
EFA | 11,280 | +63 | $901 |
ISHARES TR (IWD) | 5,025 | -2,436 | $900 |
IWD | 5,025 | -2,436 | $900 |
ISHARES TR (SUB) | 8,597 | -179 | $900 |
SUB | 8,597 | -179 | $900 |
ALPHABET INC | 5,867 | -1,900 | $893 |
GOOG | 5,867 | -1,900 | $893 |
SELECT SECTOR SPDR TR (XLF) | 20,644 | -12,634 | $870 |
XLF | 20,644 | -12,634 | $870 |
J P MORGAN EXCHANGE TRADED F (JQUA) | 15,960 | -4,910 | $844 |
JQUA | 15,960 | -4,910 | $844 |
ISHARES TR (ITOT) | 7,294 | +281 | $841 |
ITOT | 7,294 | +281 | $841 |
NUSHARES ETF TR (NUMV) | 24,509 | +33 | $838 |
NUMV | 24,509 | +33 | $838 |
VANGUARD INDEX FDS (VBK) | 3,198 | -124 | $834 |
VBK | 3,198 | -124 | $834 |
SPDR INDEX SHS FDS (SPDW) | 23,180 | -70 | $831 |
SPDW | 23,180 | -70 | $831 |
ISHARES TR (IJS) | 7,986 | -786 | $821 |
IJS | 7,986 | -786 | $821 |
ABBVIE INC | 4,422 | -250 | $805 |
ABBV | 4,422 | -250 | $805 |
VANGUARD INDEX FDS (VTI) | 3,084 | -67 | $801 |
VTI | 3,084 | -67 | $801 |
ISHARES TR (GOVT) | 35,050 | +3,680 | $798 |
GOVT | 35,050 | +3,680 | $798 |
INVESCO EXCHANGE TRADED FD T (PRF) | 20,245 | -275 | $779 |
PRF | 20,245 | -275 | $779 |
VANGUARD INTL EQUITY INDEX F (VEU) | 13,017 | -3,964 | $763 |
VEU | 13,017 | -3,964 | $763 |
SPDR GOLD TR (GLD) | 3,705 | -2,209 | $762 |
GLD | 3,705 | -2,209 | $762 |
ISHARES TR (TIP) | 7,023 | -198 | $754 |
TIP | 7,023 | -198 | $754 |
ISHARES TR (IWM) | 3,544 | -1,749 | $745 |
IWM | 3,544 | -1,749 | $745 |
NUSHARES ETF TR (NUMG) | 16,477 | -970 | $733 |
NUMG | 16,477 | -970 | $733 |
QUALCOMM INC | 4,298 | -297 | $728 |
QCOM | 4,298 | -297 | $728 |
INVESCO EXCHANGE TRADED FD T (PID) | 38,980 | +2,992 | $723 |
PID | 38,980 | +2,992 | $723 |
ISHARES TR (DSI) | 6,921 | -54 | $698 |
DSI | 6,921 | -54 | $698 |
IDEXX LABS INC | 1,280 | UNCH | $691 |
IDXX | 1,280 | UNCH | $691 |
WISDOMTREE TR | 20,995 | -2,018 | $686 |
DES | 20,995 | -2,018 | $686 |
VANGUARD TAX MANAGED FDS (VEA) | 13,313 | -331 | $668 |
VEA | 13,313 | -331 | $668 |
UNITED STS COMMODITY INDEX F (USCI) | 10,629 | +908 | $648 |
USCI | 10,629 | +908 | $648 |
J P MORGAN EXCHANGE TRADED F (JPST) | 12,262 | -2,983 | $619 |
JPST | 12,262 | -2,983 | $619 |
SCHWAB STRATEGIC TR | 29,862 | -300 | $606 |
SCHH | 29,862 | -300 | $606 |
ISHARES TR (IEFA) | 8,114 | -294 | $602 |
IEFA | 8,114 | -294 | $602 |
ISHARES TR (OEF) | 2,416 | -11,700 | $598 |
OEF | 2,416 | -11,700 | $598 |
PIMCO ETF TR (MINO) | 12,454 | +1,332 | $568 |
MINO | 12,454 | +1,332 | $568 |
ABRDN GLOBAL INFRA INCOME FU | 31,724 | +1,571 | $563 |
ASGI | 31,724 | +1,571 | $563 |
FIRST TR EXCHANGE TRADED FD (FBT) | 3,648 | +136 | $561 |
FBT | 3,648 | +136 | $561 |
VIRTUS DIVIDEND INTEREST & P | 43,846 | -1,431 | $560 |
NFJ | 43,846 | -1,431 | $560 |
INVESCO QQQ TR | 1,237 | -660 | $550 |
QQQ | 1,237 | -660 | $550 |
VANGUARD INTL EQUITY INDEX F (VWO) | 13,038 | -772 | $545 |
VWO | 13,038 | -772 | $545 |
PFIZER INC | 19,432 | +175 | $539 |
PFE | 19,432 | +175 | $539 |
SPDR S&P MIDCAP 400 ETF TR (MDY) | 950 | -141 | $530 |
MDY | 950 | -141 | $530 |
VANGUARD SCOTTSDALE FDS (VCSH) | 6,850 | +1,149 | $530 |
VCSH | 6,850 | +1,149 | $530 |
FIDELITY COVINGTON TRUST | 3,304 | -146 | $515 |
FTEC | 3,304 | -146 | $515 |
BANK AMERICA CORP | 13,426 | -1,751 | $511 |
BAC | 13,426 | -1,751 | $511 |
INVESCO EXCH TRADED FD TR II (VRP) | 21,256 | -300 | $505 |
VRP | 21,256 | -300 | $505 |
BRISTOL MYERS SQUIBB CO | 9,173 | -511 | $497 |
BMY | 9,173 | -511 | $497 |
BLACKROCK CR ALLOCATION INCO | 45,945 | +5,365 | $491 |
BTZ | 45,945 | +5,365 | $491 |
ISHARES TR (USMV) | 5,808 | -14,872 | $485 |
USMV | 5,808 | -14,872 | $485 |
VANGUARD SCOTTSDALE FDS (VONE) | 2,004 | +13 | $478 |
VONE | 2,004 | +13 | $478 |
PACER FDS TR | 16,015 | -786 | $473 |
PWS | 16,015 | -786 | $473 |
VANGUARD INDEX FDS (VNQ) | 5,392 | -1,958 | $466 |
VNQ | 5,392 | -1,958 | $466 |
VANGUARD INTL EQUITY INDEX F (VPL) | 6,061 | -1,255 | $461 |
VPL | 6,061 | -1,255 | $461 |
INTERNATIONAL BUSINESS MACHS | 2,390 | +6 | $456 |
IBM | 2,390 | +6 | $456 |
INVESCO EXCHANGE TRADED FD T (PRFZ) | 11,560 | +50 | $454 |
PRFZ | 11,560 | +50 | $454 |
ISHARES BITCOIN TR (IBIT) | 10,670 | +10,670 | $432 |
IBIT | 10,670 | +10,670 | $432 |
VANGUARD SCOTTSDALE FDS (VGLT) | 7,299 | +1,779 | $432 |
VGLT | 7,299 | +1,779 | $432 |
J P MORGAN EXCHANGE TRADED F (JEPQ) | 7,893 | -712 | $428 |
JEPQ | 7,893 | -712 | $428 |
INVESCO EXCHANGE TRADED FD T (PWV) | 7,498 | -280 | $425 |
PWV | 7,498 | -280 | $425 |
ISHARES INC (EUSA) | 4,645 | -13 | $423 |
EUSA | 4,645 | -13 | $423 |
AT&T INC | 23,682 | +3,915 | $417 |
T | 23,682 | +3,915 | $417 |
PIMCO ETF TR (EMNT) | 4,116 | +916 | $406 |
EMNT | 4,116 | +916 | $406 |
ISHARES TR (MTUM) | 2,128 | -932 | $399 |
MTUM | 2,128 | -932 | $399 |
WELLS FARGO CO NEW | 6,740 | -3,171 | $391 |
WFC | 6,740 | -3,171 | $391 |
ROYCE MICRO CAP TR INC | 41,121 | -3,107 | $389 |
RMT | 41,121 | -3,107 | $389 |
ISHARES TR (TFLO) | 7,682 | -46,092 | $389 |
TFLO | 7,682 | -46,092 | $389 |
VANGUARD INTL EQUITY INDEX F (VSS) | 3,300 | +1 | $386 |
VSS | 3,300 | +1 | $386 |
YUM BRANDS INC | 2,785 | UNCH | $386 |
YUM | 2,785 | UNCH | $386 |
PHILIP MORRIS INTL INC | 3,956 | +202 | $368 |
PM | 3,956 | +202 | $368 |
SPDR DOW JONES INDL AVERAGE (DIA) | 888 | -75 | $354 |
DIA | 888 | -75 | $354 |
DIMENSIONAL ETF TRUST (DFAC) | 11,058 | -4,111 | $353 |
DFAC | 11,058 | -4,111 | $353 |
QUANTA SVCS INC | 1,338 | -400 | $348 |
PWR | 1,338 | -400 | $348 |
CVS HEALTH CORP | 4,322 | -176 | $345 |
CVS | 4,322 | -176 | $345 |
FIRST CTZNS BANCSHARES INC N (FCNCA) | 208 | UNCH | $340 |
FCNCA | 208 | UNCH | $340 |
CATERPILLAR INC | 925 | -102 | $339 |
CAT | 925 | -102 | $339 |
ISHARES TR (IWR) | 4,035 | -1,657 | $339 |
IWR | 4,035 | -1,657 | $339 |
ISHARES TR (ICVT) | 4,214 | +3,384 | $336 |
ICVT | 4,214 | +3,384 | $336 |
GLOBAL X FDS | 11,566 | -12,850 | $333 |
URA | 11,566 | -12,850 | $333 |
GENERAL ELECTRIC CO | 1,879 | -33 | $330 |
GE | 1,879 | -33 | $330 |
GLOBAL X FDS | 19,433 | +475 | $329 |
RYLD | 19,433 | +475 | $329 |
INNOVATOR ETFS TRUST (UJUL) | 10,326 | -5,452 | $329 |
UJUL | 10,326 | -5,452 | $329 |
FIRST TR EXCHANGE TRADED FD (FTSM) | 5,469 | UNCH | $327 |
FTSM | 5,469 | UNCH | $327 |
TESLA INC | 1,846 | -421 | $325 |
TSLA | 1,846 | -421 | $325 |
ISHARES TR (HDV) | 2,852 | -2,879 | $314 |
HDV | 2,852 | -2,879 | $314 |
SSGA ACTIVE ETF TR (SRLN) | 7,459 | UNCH | $314 |
SRLN | 7,459 | UNCH | $314 |
ZIMMER BIOMET HOLDINGS INC | 2,356 | UNCH | $312 |
ZBH | 2,356 | UNCH | $312 |
QUEST DIAGNOSTICS INC | 2,303 | UNCH | $307 |
DGX | 2,303 | UNCH | $307 |
UNITED PARCEL SERVICE INC | 2,068 | -855 | $307 |
UPS | 2,068 | -855 | $307 |
VANGUARD INTL EQUITY INDEX F (VT) | 2,717 | -85 | $300 |
VT | 2,717 | -85 | $300 |
SPDR SER TR (SPIB) | 9,045 | +9,045 | $296 |
SPIB | 9,045 | +9,045 | $296 |
ISHARES TR (ISTB) | 6,048 | -2,108 | $287 |
ISTB | 6,048 | -2,108 | $287 |
SCHWAB STRATEGIC TR | 4,648 | -189 | $284 |
SCHB | 4,648 | -189 | $284 |
SPDR SER TR (HYMB) | 10,750 | -3,412 | $276 |
HYMB | 10,750 | -3,412 | $276 |
INTEL CORP | 6,235 | -208 | $275 |
INTC | 6,235 | -208 | $275 |
AMERICAN CENTY ETF TR (AVSD) | 4,750 | +1,000 | $270 |
AVSD | 4,750 | +1,000 | $270 |
FIDELITY MERRIMACK STR TR | 5,840 | +1,440 | $266 |
FBND | 5,840 | +1,440 | $266 |
ISHARES TR (IWP) | 2,320 | -100 | $265 |
IWP | 2,320 | -100 | $265 |
OCCIDENTAL PETE CORP | $263 | ||
OXY | 3,531 | -913 | $230 |
OXY.WT | 773 | +7 | $33 |
PPL CORP | 9,374 | -244 | $260 |
PPL | 9,374 | -244 | $260 |
ISHARES TR (IWS) | 2,000 | -15 | $251 |
IWS | 2,000 | -15 | $251 |
BP PLC | 6,542 | UNCH | $247 |
BP | 6,542 | UNCH | $247 |
ROYAL BK CDA | 2,408 | -100 | $243 |
RY | 2,408 | -100 | $243 |
SPDR SER TR (SPSB) | 8,139 | +7,439 | $242 |
SPSB | 8,139 | +7,439 | $242 |
GOLDMAN SACHS GROUP INC | 574 | +574 | $240 |
GS | 574 | +574 | $240 |
BOEING CO | 1,238 | -7,280 | $239 |
BA | 1,238 | -7,280 | $239 |
INNOVATOR ETFS TRUST (UFEB) | 7,748 | +7,748 | $239 |
UFEB | 7,748 | +7,748 | $239 |
VANGUARD INTL EQUITY INDEX F (VGK) | 3,524 | -1,021 | $237 |
VGK | 3,524 | -1,021 | $237 |
WISDOMTREE TR | 3,585 | -193 | $234 |
DLS | 3,585 | -193 | $234 |
BLACKSTONE INC | 1,730 | -35 | $227 |
BX | 1,730 | -35 | $227 |
NUVEEN NASDAQ 100 DYNAMIC OV | 9,197 | -519 | $226 |
QQQX | 9,197 | -519 | $226 |
LOWES COS INC | 879 | -111 | $224 |
LOW | 879 | -111 | $224 |
VANECK ETF TRUST (SMB) | 13,123 | -4,962 | $223 |
SMB | 13,123 | -4,962 | $223 |
ISHARES TR (PFF) | 6,893 | +4,372 | $222 |
PFF | 6,893 | +4,372 | $222 |
ABBOTT LABS | 1,946 | -667 | $221 |
ABT | 1,946 | -667 | $221 |
NEXTERA ENERGY INC | 3,419 | -320 | $219 |
NEE | 3,419 | -320 | $219 |
AMERICAN CENTY ETF TR (AVES) | 4,569 | +30 | $217 |
AVES | 4,569 | +30 | $217 |
AUTOMATIC DATA PROCESSING IN | 856 | +856 | $215 |
ADP | 856 | +856 | $215 |
VANGUARD INDEX FDS (VO) | 862 | -17 | $215 |
VO | 862 | -17 | $215 |
STARBUCKS CORP | 2,308 | -264 | $211 |
SBUX | 2,308 | -264 | $211 |
ISHARES TR (HYG) | 2,697 | -3,073 | $210 |
HYG | 2,697 | -3,073 | $210 |
ADOBE INC | 410 | -105 | $207 |
ADBE | 410 | -105 | $207 |
ALTRIA GROUP INC | 4,589 | -471 | $205 |
MO | 4,589 | -471 | $205 |
WISDOMTREE TR | 3,240 | -433 | $204 |
DIM | 3,240 | -433 | $204 |
INVESCO EXCHANGE TRADED FD T (PHO) | 3,044 | UNCH | $203 |
PHO | 3,044 | UNCH | $203 |
ISHARES TR (ACWX) | 3,642 | -1,122 | $194 |
ACWX | 3,642 | -1,122 | $194 |
INNOVATOR ETFS TRUST (USEP) | 5,682 | UNCH | $187 |
USEP | 5,682 | UNCH | $187 |
PRINCIPAL EXCHANGE TRADED FD (PREF) | 10,231 | +10,231 | $186 |
PREF | 10,231 | +10,231 | $186 |
VANGUARD INDEX FDS (VB) | 812 | -699 | $186 |
VB | 812 | -699 | $186 |
NUSHARES ETF TR (NUEM) | 6,699 | UNCH | $184 |
NUEM | 6,699 | UNCH | $184 |
INVESCO EXCH TRADED FD TR II (SPLV) | 2,697 | -186 | $178 |
SPLV | 2,697 | -186 | $178 |
SPDR SER TR (SDY) | 1,331 | +1 | $175 |
SDY | 1,331 | +1 | $175 |
VANGUARD SCOTTSDALE FDS (VCIT) | 2,179 | -665 | $175 |
VCIT | 2,179 | -665 | $175 |
NUSHARES ETF TR (NUHY) | 8,227 | -515 | $174 |
NUHY | 8,227 | -515 | $174 |
SPDR INDEX SHS FDS (SPEM) | 4,809 | UNCH | $174 |
SPEM | 4,809 | UNCH | $174 |
FRANKLIN TEMPLETON ETF TR (DIVI) | 5,272 | -1,046 | $170 |
DIVI | 5,272 | -1,046 | $170 |
VANECK ETF TRUST (XMPT) | 7,856 | -1,795 | $170 |
XMPT | 7,856 | -1,795 | $170 |
HUNTINGTON BANCSHARES INC (HBAN) | 11,554 | -246 | $163 |
HBAN | 11,554 | -246 | $163 |
ISHARES TR (IUSV) | 1,750 | UNCH | $158 |
IUSV | 1,750 | UNCH | $158 |
VANGUARD SCOTTSDALE FDS (VTWO) | 1,850 | +51 | $157 |
VTWO | 1,850 | +51 | $157 |
DIMENSIONAL ETF TRUST (DFCF) | 3,708 | -12,722 | $156 |
DFCF | 3,708 | -12,722 | $156 |
AMERICAN CENTY ETF TR (AVDE) | 2,400 | UNCH | $153 |
AVDE | 2,400 | UNCH | $153 |
VANGUARD INDEX FDS (VV) | 632 | UNCH | $152 |
VV | 632 | UNCH | $152 |
SSGA ACTIVE ETF TR (GAL) | 3,501 | -278 | $151 |
GAL | 3,501 | -278 | $151 |
FIDELITY COVINGTON TRUST | 3,206 | UNCH | $149 |
FDRR | 3,206 | UNCH | $149 |
SCHWAB STRATEGIC TR | 2,862 | +2,862 | $149 |
SCMB | 2,862 | +2,862 | $149 |
ISHARES TR (IWO) | 532 | -34 | $144 |
IWO | 532 | -34 | $144 |
INVESCO EXCH TRADED FD TR II (PIO) | 3,232 | UNCH | $139 |
PIO | 3,232 | UNCH | $139 |
SELECT SECTOR SPDR TR (XLU) | 2,122 | -11,900 | $139 |
XLU | 2,122 | -11,900 | $139 |
SPDR SER TR (SPLB) | 5,684 | +5,611 | $132 |
SPLB | 5,684 | +5,611 | $132 |
ISHARES TR (IWN) | 818 | UNCH | $130 |
IWN | 818 | UNCH | $130 |
VANGUARD SCOTTSDALE FDS (VGSH) | 2,244 | +2,123 | $130 |
VGSH | 2,244 | +2,123 | $130 |
VANECK ETF TRUST (FLTR) | 4,900 | +2,500 | $125 |
FLTR | 4,900 | +2,500 | $125 |
DIMENSIONAL ETF TRUST (DUHP) | 3,917 | -923 | $124 |
DUHP | 3,917 | -923 | $124 |
FIRST TR EXCHANGE TRADED FD (FV) | 2,160 | +2 | $124 |
FV | 2,160 | +2 | $124 |
ISHARES TR (SGOV) | 1,221 | -1,249 | $123 |
SGOV | 1,221 | -1,249 | $123 |
SPDR SER TR (SHM) | 2,584 | -2,198 | $123 |
SHM | 2,584 | -2,198 | $123 |
DIMENSIONAL ETF TRUST (DFSV) | 4,031 | -889 | $121 |
DFSV | 4,031 | -889 | $121 |
VANECK ETF TRUST (GRNB) | 5,058 | UNCH | $120 |
GRNB | 5,058 | UNCH | $120 |
SPDR SER TR (XBI) | 1,253 | -701 | $119 |
XBI | 1,253 | -701 | $119 |
INNOVATOR ETFS TRUST (BJUN) | 3,150 | -5,150 | $118 |
BJUN | 3,150 | -5,150 | $118 |
ISHARES TR (BGRN) | 2,484 | UNCH | $116 |
BGRN | 2,484 | UNCH | $116 |
FRANKLIN TEMPLETON ETF TR (FLBL) | 4,600 | UNCH | $113 |
FLBL | 4,600 | UNCH | $113 |
VOYA GLBL ADV & PREM OPP FD | 12,550 | +496 | $113 |
IGA | 12,550 | +496 | $113 |
INVESCO EXCHANGE TRADED FD T (IGPT) | 2,494 | +2,494 | $113 |
IGPT | 2,494 | +2,494 | $113 |
BLACKROCK ENHANCED INTL DIV | 20,238 | +8 | $112 |
BGY | 20,238 | +8 | $112 |
INNOVATOR ETFS TRUST (UJUN) | 3,584 | UNCH | $111 |
UJUN | 3,584 | UNCH | $111 |
BLACKROCK ENHANCED GLOBAL DI | 10,564 | -1,077 | $110 |
BOE | 10,564 | -1,077 | $110 |
BLACKROCK ETF TRUST (LCTU) | 1,914 | +1,914 | $110 |
LCTU | 1,914 | +1,914 | $110 |
FIRST TR EXCHANGE TRADED FD (CIBR) | 1,933 | +1,933 | $109 |
CIBR | 1,933 | +1,933 | $109 |
ISHARES TR (IWV) | 359 | -10 | $108 |
IWV | 359 | -10 | $108 |
SPDR SER TR (SPSM) | 2,317 | +1,167 | $100 |
SPSM | 2,317 | +1,167 | $100 |
ISHARES TR (DVY) | 807 | -220 | $99 |
DVY | 807 | -220 | $99 |
LIBERTY ALL STAR EQUITY FD | 13,465 | +13,465 | $96 |
USA | 13,465 | +13,465 | $96 |
WISDOMTREE TR | 1,263 | +253 | $89 |
DTD | 1,263 | +253 | $89 |
ISHARES TR (IGSB) | 1,743 | -13 | $89 |
IGSB | 1,743 | -13 | $89 |
FIRST TR EXCHANGE TRADED FD (FXL) | 655 | +655 | $88 |
FXL | 655 | +655 | $88 |
VANECK ETF TRUST (PFXF) | 4,985 | +200 | $88 |
PFXF | 4,985 | +200 | $88 |
PIMCO ETF TR (MUNI) | 1,663 | -632 | $87 |
MUNI | 1,663 | -632 | $87 |
INVESCO EXCHANGE TRADED FD T (PPA) | 860 | UNCH | $87 |
PPA | 860 | UNCH | $87 |
ISHARES INC (URTH) | 600 | UNCH | $87 |
URTH | 600 | UNCH | $87 |
FIRST TR EXCHANGE TRADED FD (FVC) | 2,488 | -410 | $86 |
FVC | 2,488 | -410 | $86 |
INNOVATOR ETFS TRUST (BNOV) | 2,300 | UNCH | $84 |
BNOV | 2,300 | UNCH | $84 |
INVESCO EXCH TRADED FD TR II (BKLN) | 3,915 | -1,328 | $83 |
BKLN | 3,915 | -1,328 | $83 |
INNOVATOR ETFS TRUST (PNOV) | 2,300 | UNCH | $82 |
PNOV | 2,300 | UNCH | $82 |
INVESCO EXCH TRADED FD TR II (EELV) | 3,313 | -169 | $79 |
EELV | 3,313 | -169 | $79 |
SELECT SECTOR SPDR TR (XLRE) | 2,006 | -13 | $79 |
XLRE | 2,006 | -13 | $79 |
ISHARES TR (FALN) | 2,816 | -296 | $76 |
FALN | 2,816 | -296 | $76 |
ISHARES TR (IYR) | 850 | -2,234 | $76 |
IYR | 850 | -2,234 | $76 |
INVESCO EXCHANGE TRADED FD T (PDP) | 700 | UNCH | $69 |
PDP | 700 | UNCH | $69 |
FIRST TR EXCHANGE TRADED FD (TDIV) | 993 | UNCH | $69 |
TDIV | 993 | UNCH | $69 |
INVESCO EXCH TRADED FD TR II (TAN) | 1,494 | +67 | $68 |
TAN | 1,494 | +67 | $68 |
ISHARES TR (IXN) | 896 | +776 | $67 |
IXN | 896 | +776 | $67 |
ISHARES TR (USXF) | 1,485 | +94 | $67 |
USXF | 1,485 | +94 | $67 |
PACER FDS TR | 3,223 | UNCH | $66 |
PTBD | 3,223 | UNCH | $66 |
SPDR SER TR (SPMD) | 1,216 | -61 | $65 |
SPMD | 1,216 | -61 | $65 |
SELECT SECTOR SPDR TR (XLE) | 678 | -398 | $64 |
XLE | 678 | -398 | $64 |
INNOVATOR ETFS TRUST (UMAR) | 1,800 | UNCH | $59 |
UMAR | 1,800 | UNCH | $59 |
GENIUS SPORTS LIMITED | 10,000 | UNCH | $57 |
GENI | 10,000 | UNCH | $57 |
VANGUARD SCOTTSDALE FDS (VONG) | 653 | UNCH | $57 |
VONG | 653 | UNCH | $57 |
SELECT SECTOR SPDR TR (XLV) | 369 | -510 | $55 |
XLV | 369 | -510 | $55 |
INVESCO EXCHANGE TRADED FD T (ERTH) | 1,274 | +269 | $54 |
ERTH | 1,274 | +269 | $54 |
INNOVATOR ETFS TRUST (PDEC) | 1,416 | UNCH | $52 |
PDEC | 1,416 | UNCH | $52 |
ISHARES TR (IYT) | 712 | +534 | $50 |
IYT | 712 | +534 | $50 |
AMERICAN CENTY ETF TR (AVEM) | 800 | +300 | $46 |
AVEM | 800 | +300 | $46 |
INVESCO EXCHANGE TRADED FD T (RSPU) | 790 | UNCH | $45 |
RSPU | 790 | UNCH | $45 |
WISDOMTREE TR | 868 | +371 | $44 |
DEW | 868 | +371 | $44 |
PACER FDS TR | 1,222 | UNCH | $44 |
PTMC | 1,222 | UNCH | $44 |
THE ONCOLOGY INSTITUTE INC | 24,126 | UNCH | $38 |
TOI | 24,126 | UNCH | $38 |
J P MORGAN EXCHANGE TRADED F (BBUS) | 388 | +388 | $37 |
BBUS | 388 | +388 | $37 |
ISHARES TR (DMXF) | 547 | +48 | $37 |
DMXF | 547 | +48 | $37 |
INNOVATOR ETFS TRUST (UDEC) | 1,106 | UNCH | $37 |
UDEC | 1,106 | UNCH | $37 |
ISHARES TR (EAGG) | 773 | UNCH | $36 |
EAGG | 773 | UNCH | $36 |
ISHARES TR (IBB) | 263 | -400 | $36 |
IBB | 263 | -400 | $36 |
ISHARES INC (EWG) | 1,105 | UNCH | $35 |
EWG | 1,105 | UNCH | $35 |
WISDOMTREE TR | 724 | UNCH | $35 |
HEDJ | 724 | UNCH | $35 |
SPDR SER TR (BILS) | 344 | UNCH | $34 |
BILS | 344 | UNCH | $34 |
DIMENSIONAL ETF TRUST (DISV) | 1,245 | -392 | $34 |
DISV | 1,245 | -392 | $34 |
ISHARES TR (IEI) | 297 | UNCH | $34 |
IEI | 297 | UNCH | $34 |
INNOVATOR ETFS TRUST (PAPR) | 1,017 | UNCH | $34 |
PAPR | 1,017 | UNCH | $34 |
FIRST TR EXCHANGE TRADED FD (RDVY) | 600 | UNCH | $34 |
RDVY | 600 | UNCH | $34 |
ISHARES TR (SHYG) | 810 | +210 | $34 |
SHYG | 810 | +210 | $34 |
SELECT SECTOR SPDR TR (XLB) | 363 | +1 | $34 |
XLB | 363 | +1 | $34 |
ISHARES TR (FLOT) | 640 | +640 | $33 |
FLOT | 640 | +640 | $33 |
NEW YORK CMNTY BANCORP INC | 10,233 | UNCH | $33 |
NYCB | 10,233 | UNCH | $33 |
ISHARES TR (IYE) | 652 | -2,099 | $32 |
IYE | 652 | -2,099 | $32 |
PUTNAM MASTER INTER INCOME T | 10,000 | UNCH | $32 |
PIM | 10,000 | UNCH | $32 |
DIMENSIONAL ETF TRUST (DIHP) | 1,151 | -383 | $31 |
DIHP | 1,151 | -383 | $31 |
SCHWAB STRATEGIC TR | 441 | -272 | $30 |
FNDX | 441 | -272 | $30 |
INVESCO EXCH TRADED FD TR II (SOXQ) | 750 | UNCH | $29 |
SOXQ | 750 | UNCH | $29 |
SPDR SER TR (SPYD) | 717 | -90 | $29 |
SPYD | 717 | -90 | $29 |
PACER FDS TR | 487 | -215 | $28 |
COWZ | 487 | -215 | $28 |
MFS INTER INCOME TR | 10,000 | +10,000 | $27 |
MIN | 10,000 | +10,000 | $27 |
ISHARES TR (IDU) | 306 | UNCH | $26 |
IDU | 306 | UNCH | $26 |
SCHWAB STRATEGIC TR | 700 | UNCH | $25 |
FNDC | 700 | UNCH | $25 |
PIMCO ETF TR (CORP) | 246 | UNCH | $24 |
CORP | 246 | UNCH | $24 |
ISHARES TR (IMTB) | 555 | UNCH | $24 |
IMTB | 555 | UNCH | $24 |
FIRST TR EXCHANGE TRADED FD (LMBS) | 505 | -102 | $24 |
LMBS | 505 | -102 | $24 |
VANGUARD SCOTTSDALE FDS (VMBS) | 525 | UNCH | $24 |
VMBS | 525 | UNCH | $24 |
J P MORGAN EXCHANGE TRADED F (BBIN) | 383 | +383 | $23 |
BBIN | 383 | +383 | $23 |
J P MORGAN EXCHANGE TRADED F (JEPI) | 397 | -131 | $23 |
JEPI | 397 | -131 | $23 |
INVESCO EXCH TRADED FD TR II (PXF) | 472 | +20 | $23 |
PXF | 472 | +20 | $23 |
ISHARES TR (REM) | 1,000 | +1,000 | $23 |
REM | 1,000 | +1,000 | $23 |
ISHARES TR (SUSB) | 939 | -2,205 | $23 |
SUSB | 939 | -2,205 | $23 |
VANECK ETF TRUST (ANGL) | 775 | UNCH | $22 |
ANGL | 775 | UNCH | $22 |
GLOBAL X FDS | 1,240 | UNCH | $22 |
QYLD | 1,240 | UNCH | $22 |
SCHWAB STRATEGIC TR | 416 | -8 | $22 |
SCHP | 416 | -8 | $22 |
INVESCO EXCH TRADED FD TR II (SPMO) | 276 | +276 | $22 |
SPMO | 276 | +276 | $22 |
ISHARES INC (EWZ) | 602 | +188 | $20 |
EWZ | 602 | +188 | $20 |
ISHARES TR (ICF) | 339 | +31 | $20 |
ICF | 339 | +31 | $20 |
INVESCO EXCHANGE TRADED FD T (PGF) | 1,309 | UNCH | $20 |
PGF | 1,309 | UNCH | $20 |
INVESCO EXCHANGE TRADED FD T (RPV) | 225 | UNCH | $20 |
RPV | 225 | UNCH | $20 |
VANGUARD BD INDEX FDS (BSV) | 253 | -588 | $19 |
BSV | 253 | -588 | $19 |
VANECK ETF TRUST (GDX) | 596 | -21 | $19 |
GDX | 596 | -21 | $19 |
DIMENSIONAL ETF TRUST (DFAT) | 304 | UNCH | $17 |
DFAT | 304 | UNCH | $17 |
GLOBAL X FDS | 686 | UNCH | $17 |
DRIV | 686 | UNCH | $17 |
FIDELITY COVINGTON TRUST | 320 | UNCH | $17 |
FMAT | 320 | UNCH | $17 |
FIRST TR EXCHANGE TRADED FD (FTCS) | 200 | UNCH | $17 |
FTCS | 200 | UNCH | $17 |
BLACKROCK ETF TRUST (LCTD) | 381 | +381 | $17 |
LCTD | 381 | +381 | $17 |
GLOBAL X FDS | 349 | UNCH | $17 |
MLPX | 349 | UNCH | $17 |
VANGUARD INDEX FDS (VXF) | 98 | UNCH | $17 |
VXF | 98 | UNCH | $17 |
VANECK ETF TRUST (GDXJ) | 423 | UNCH | $16 |
GDXJ | 423 | UNCH | $16 |
VANGUARD SCOTTSDALE FDS (VTWG) | 74 | +64 | $15 |
VTWG | 74 | +64 | $15 |
ISHARES TR (AGZ) | 133 | UNCH | $14 |
AGZ | 133 | UNCH | $14 |
PACER FDS TR | 390 | UNCH | $14 |
GCOW | 390 | UNCH | $14 |
ISHARES TR (IHI) | 234 | -1,817 | $14 |
IHI | 234 | -1,817 | $14 |
SELECT SECTOR SPDR TR (XLY) | 76 | UNCH | $14 |
XLY | 76 | UNCH | $14 |
INNOVATOR ETFS TRUST (PJUL) | 341 | UNCH | $13 |
PJUL | 341 | UNCH | $13 |
FIRST TR EXCHANGE TRADED FD (FTXO) | 440 | UNCH | $12 |
FTXO | 440 | UNCH | $12 |
PIMCO ETF TR (MINT) | 116 | +116 | $12 |
MINT | 116 | +116 | $12 |
INNOVATOR ETFS TRUST (PAUG) | 350 | -3,500 | $12 |
PAUG | 350 | -3,500 | $12 |
ISHARES TR (IDV) | 400 | UNCH | $11 |
IDV | 400 | UNCH | $11 |
INNOVATOR ETFS TRUST (PJUN) | 330 | UNCH | $11 |
PJUN | 330 | UNCH | $11 |
VANGUARD SCOTTSDALE FDS (VGIT) | 187 | UNCH | $11 |
VGIT | 187 | UNCH | $11 |
VANGUARD BD INDEX FDS (BIV) | 126 | -435 | $10 |
BIV | 126 | -435 | $10 |
FIRST TR EXCHANGE TRADED FD (FXN) | 508 | +508 | $10 |
FXN | 508 | +508 | $10 |
J P MORGAN EXCHANGE TRADED F (JAVA) | 159 | +159 | $10 |
JAVA | 159 | +159 | $10 |
VANGUARD BD INDEX FDS (BLV) | 123 | UNCH | $9 |
BLV | 123 | UNCH | $9 |
ISHARES TR (INDA) | 183 | UNCH | $9 |
INDA | 183 | UNCH | $9 |
J P MORGAN EXCHANGE TRADED F (JEMA) | 232 | +232 | $9 |
JEMA | 232 | +232 | $9 |
INVESCO EXCH TRADED FD TR II (PGX) | 741 | -615 | $9 |
PGX | 741 | -615 | $9 |
INNOVATOR ETFS TRUST (UJAN) | 263 | +263 | $9 |
UJAN | 263 | +263 | $9 |
INVESCO EXCHANGE TRADED FD T (XMMO) | 76 | +76 | $9 |
XMMO | 76 | +76 | $9 |
ISHARES TR (EEM) | 198 | -15,851 | $8 |
EEM | 198 | -15,851 | $8 |
VANECK ETF TRUST (MLN) | 418 | -836 | $8 |
MLN | 418 | -836 | $8 |
ISHARES TR (IWB) | 25 | -418 | $7 |
IWB | 25 | -418 | $7 |
AMERICAN CENTY ETF TR (MID) | 120 | -1 | $7 |
MID | 120 | -1 | $7 |
INVESCO EXCHANGE TRADED FD T (XMHQ) | 59 | +59 | $7 |
XMHQ | 59 | +59 | $7 |
WISDOMTREE TR | 58 | UNCH | $6 |
AIVL | 58 | UNCH | $6 |
INNOVATOR ETFS TRUST (BAPR) | 150 | UNCH | $6 |
BAPR | 150 | UNCH | $6 |
SPDR SER TR (BWX) | 268 | UNCH | $6 |
BWX | 268 | UNCH | $6 |
ISHARES TR (ICLN) | 450 | UNCH | $6 |
ICLN | 450 | UNCH | $6 |
ISHARES TR (ISHG) | 80 | UNCH | $6 |
ISHG | 80 | UNCH | $6 |
NUSHARES ETF TR (NUBD) | 283 | UNCH | $6 |
NUBD | 283 | UNCH | $6 |
INNOVATOR ETFS TRUST (UAPR) | 200 | UNCH | $6 |
UAPR | 200 | UNCH | $6 |
PACER FDS TR | 93 | +93 | $5 |
CALF | 93 | +93 | $5 |
J P MORGAN EXCHANGE TRADED F (BBHY) | 85 | +85 | $4 |
BBHY | 85 | +85 | $4 |
ISHARES INC (EEMV) | 63 | -209 | $4 |
EEMV | 63 | -209 | $4 |
FRANKLIN TEMPLETON ETF TR (FLMB) | 180 | UNCH | $4 |
FLMB | 180 | UNCH | $4 |
INVESCO EXCHANGE TRADED FD T (RPG) | 115 | UNCH | $4 |
RPG | 115 | UNCH | $4 |
ISHARES TR (VLUE) | 36 | UNCH | $4 |
VLUE | 36 | UNCH | $4 |
SELECT SECTOR SPDR TR (XLC) | 49 | +49 | $4 |
XLC | 49 | +49 | $4 |
SELECT SECTOR SPDR TR (XLI) | 31 | -861 | $4 |
XLI | 31 | -861 | $4 |
GLOBAL X FDS | 60 | +1 | $3 |
COPX | 60 | +1 | $3 |
WISDOMTREE TR | 78 | UNCH | $3 |
DEM | 78 | UNCH | $3 |
WISDOMTREE TR | 38 | UNCH | $3 |
DGRW | 38 | UNCH | $3 |
ISHARES TR (IDRV) | 89 | UNCH | $3 |
IDRV | 89 | UNCH | $3 |
INVESCO EXCHANGE TRADED FD T (PBW) | 124 | UNCH | $3 |
PBW | 124 | UNCH | $3 |
VANGUARD SCOTTSDALE FDS (BNDW) | 30 | UNCH | $2 |
BNDW | 30 | UNCH | $2 |
ISHARES INC (EWT) | 50 | +50 | $2 |
EWT | 50 | +50 | $2 |
INVESCO EXCH TRADED FD TR II (IBBQ) | 100 | +100 | $2 |
IBBQ | 100 | +100 | $2 |
J P MORGAN EXCHANGE TRADED F (JPIE) | 53 | +53 | $2 |
JPIE | 53 | +53 | $2 |
GLOBAL X FDS | 48 | -1 | $2 |
PAVE | 48 | -1 | $2 |
INVESCO EXCHANGE TRADED FD T (PSP) | 25 | +8 | $2 |
PSP | 25 | +8 | $2 |
INVESCO EXCHANGE TRADED FD T (RSPT) | 70 | UNCH | $2 |
RSPT | 70 | UNCH | $2 |
GLOBAL X FDS | 87 | +29 | $2 |
SIL | 87 | +29 | $2 |
SPDR SER TR (SJNK) | 69 | -457 | $2 |
SJNK | 69 | -457 | $2 |
PACER FDS TR | 61 | +61 | $2 |
SRVR | 61 | +61 | $2 |
ISHARES TR (USHY) | 46 | +1 | $2 |
USHY | 46 | +1 | $2 |
ISHARES TR (USRT) | 45 | +1 | $2 |
USRT | 45 | +1 | $2 |
VANGUARD SCOTTSDALE FDS (VTHR) | 10 | UNCH | $2 |
VTHR | 10 | UNCH | $2 |
J P MORGAN EXCHANGE TRADED F (BBMC) | 14 | +14 | $1 |
BBMC | 14 | +14 | $1 |
ISHARES TR (ESML) | 21 | UNCH | $1 |
ESML | 21 | UNCH | $1 |
ISHARES TR (IXG) | 16 | UNCH | $1 |
IXG | 16 | UNCH | $1 |
ISHARES TR (IYLD) | 62 | UNCH | $1 |
IYLD | 62 | UNCH | $1 |
J P MORGAN EXCHANGE TRADED F (JPSE) | 32 | +32 | $1 |
JPSE | 32 | +32 | $1 |
INVESCO EXCH TRADED FD TR II (PXH) | 57 | UNCH | $1 |
PXH | 57 | UNCH | $1 |
GLOBAL X FDS | 12,402 | +12,402 | $0 |
EMCC | 12,402 | +12,402 | $0 |
ISHARES TR | $0 (exited) | ||
AAXJ | 0 | -549 | $0 |
WISDOMTREE TR | $0 (exited) | ||
AGZD | 0 | -662 | $0 |
AIR PRODS & CHEMS INC | $0 (exited) | ||
APD | 0 | -5,710 | $0 |
INNOVATOR ETFS TR | $0 (exited) | ||
BAUG | 0 | -3,600 | $0 |
INNOVATOR ETFS TR | $0 (exited) | ||
BFEB | 0 | -1,600 | $0 |
INNOVATOR ETFS TR | $0 (exited) | ||
BSEP | 0 | -2,100 | $0 |
THE CIGNA GROUP | $0 (exited) | ||
CI | 0 | -671 | $0 |
ISHARES TR | $0 (exited) | ||
CMF | 0 | -600 | $0 |
INVESCO DB MULTI SECTOR COMM | $0 (exited) | ||
DBO | 0 | -1,800 | $0 |
INVESCO DB MULTI SECTOR COMM | $0 (exited) | ||
DBP | 0 | -9,288 | $0 |
DIMENSIONAL ETF TRUST | $0 (exited) | ||
DFAR | 0 | -204 | $0 |
WISDOMTREE TR | $0 (exited) | ||
DFE | 0 | -244 | $0 |
DIMENSIONAL ETF TRUST | $0 (exited) | ||
DFEM | 0 | -689 | $0 |
DIMENSIONAL ETF TRUST | $0 (exited) | ||
DFSD | 0 | -2,423 | $0 |
DISNEY WALT CO | $0 (exited) | ||
DIS | 0 | -2,539 | $0 |
ISHARES INC | $0 (exited) | ||
EMGF | 0 | -52 | $0 |
ISHARES INC | $0 (exited) | ||
EWJ | 0 | -3,154 | $0 |
FEDEX CORP | $0 (exited) | ||
FDX | 0 | -984 | $0 |
FIRST TR EXCH TRADED FD III | $0 (exited) | ||
FPE | 0 | -14,826 | $0 |
ISHARES TR | $0 (exited) | ||
HYDB | 0 | -3,045 | $0 |
PROSHARES TR | $0 (exited) | ||
HYHG | 0 | -256 | $0 |
ISHARES TR | $0 (exited) | ||
IGM | 0 | -1,800 | $0 |
ISHARES TR | $0 (exited) | ||
ITA | 0 | -2,027 | $0 |
SPDR SER TR | $0 (exited) | ||
JNK | 0 | -576 | $0 |
KRANESHARES TR | $0 (exited) | ||
KMLM | 0 | -16,093 | $0 |
KRANESHARES TR | $0 (exited) | ||
KWEB | 0 | -2,218 | $0 |
MASTERCARD INCORPORATED | $0 (exited) | ||
MA | 0 | -527 | $0 |
INNOVATOR ETFS TR | $0 (exited) | ||
PFEB | 0 | -1,700 | $0 |
INNOVATOR ETFS TR | $0 (exited) | ||
PSEP | 0 | -4,300 | $0 |
INVESCO EXCH TRADED FD TR II | $0 (exited) | ||
QQQM | 0 | -72 | $0 |
SCHWAB STRATEGIC TR | $0 (exited) | ||
SCHO | 0 | -2,017 | $0 |
ISHARES TR | $0 (exited) | ||
SCZ | 0 | -1,067 | $0 |
SENSEONICS HLDGS INC | $0 (exited) | ||
SENS | 0 | -12,500 | $0 |
ISHARES TR | $0 (exited) | ||
SIZE | 0 | -1 | $0 |
VANECK ETF TRUST | $0 (exited) | ||
SMOG | 0 | -254 | $0 |
ISHARES TR | $0 (exited) | ||
SUSL | 0 | -539 | $0 |
TARGET CORP | $0 (exited) | ||
TGT | 0 | -1,652 | $0 |
UNITED STS NAT GAS FD LP | $0 (exited) | ||
UNG | 0 | -24,500 | $0 |
INNOVATOR ETFS TR | $0 (exited) | ||
UNOV | 0 | -2,400 | $0 |
SELECT SECTOR SPDR TR | $0 (exited) | ||
XLP | 0 | -650 | $0 |
INVESCO EXCH TRADED FD TR II | 0 | -114 | $0 (exited) |
XSLV | 0 | -114 | $0 |
See Summary: WealthShield Partners LLC Top Holdings
See Details: Top 10 Stocks Held By WealthShield Partners LLC
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
DYNF | +185,445 | +$8,234 |
FANG | +12,562 | +$2,489 |
HEFA | +66,245 | +$2,311 |
DXCM | +15,451 | +$2,143 |
BINC | +26,105 | +$1,369 |
XLG | +32,120 | +$1,353 |
IBIT | +10,670 | +$432 |
SPIB | +9,045 | +$296 |
GS | +574 | +$240 |
UFEB | +7,748 | +$239 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
APD | -5,710 | -$1,573 |
IGM | -1,800 | -$807 |
KMLM | -16,093 | -$464 |
DBP | -9,288 | -$464 |
ITA | -2,027 | -$257 |
FPE | -14,826 | -$250 |
FDX | -984 | -$250 |
TGT | -1,652 | -$235 |
DIS | -2,539 | -$230 |
MA | -527 | -$225 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
IEMG | +115,787 | +$6,074 |
SCHZ | +76,268 | +$3,434 |
IUSB | +69,728 | +$3,076 |
WMT | +39,738 | +$517 |
IVW | +38,732 | +$3,895 |
IVE | +26,717 | +$5,107 |
EMXC | +23,127 | +$1,408 |
BND | +16,821 | +$1,200 |
VCLT | +16,051 | +$1,107 |
USFR | +14,390 | +$725 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
XSOE | -274,360 | -$7,899 |
TLTW | -169,855 | -$4,952 |
DGRO | -48,657 | -$2,012 |
TFLO | -46,092 | -$2,325 |
EFV | -39,813 | -$1,832 |
ESGU | -38,342 | -$3,788 |
TFI | -27,429 | -$1,302 |
MGV | -24,136 | -$2,215 |
SCHF | -22,324 | +$232 |
Size ($ in 1000's)
At 03/31/2024: $617,893 At 12/31/2023: $607,577 WealthShield Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from WealthShield Partners LLC 13F filings. Link to 13F filings: SEC filings |