Cyndeo Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, Cyndeo Wealth Partners, LLC held in its portfolio 477 assets valued at $1,854,956,123 (i.e. $1.86B).
The most valuable assets in the portfolio included: MICROSOFT CORP ($82.48M), BROADCOM INC ($62.98M), and APPLE INC ($57.01M).
The chart below shows the top 10 valuable assets, and the table below shows the top 477 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Cyndeo Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 170553 | 82482899 | COM |
| BROADCOM INC | 181974 | 62981305 | COM |
| APPLE INC | 209696 | 57008061 | COM |
| NVIDIA CORPORATION | 289908 | 54067790 | COM |
| AMAZON COM INC | 208410 | 48105301 | COM |
| ALPHABET INC | 102158 | 31975424 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 95989 | 30929451 | COM |
| ABBVIE INC | 131890 | 30135572 | COM |
| JOHNSON & JOHNSON | 130031 | 26909959 | COM |
| FIDELITY MERRIMACK STR TR | 550911 | 25363960 | TOTAL BD ETF |
| SPROTT PHYSICAL SILVER TR | 1056727 | 24991603 | TR UNIT |
| VANGUARD INDEX FDS | 92620 | 23891353 | SMALL CP ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 76651 | 23293532 | SPONSORED ADS |
| SPROTT PHYSICAL GOLD TR | 696431 | 22996166 | UNIT |
| FIRST TR EXCHANGE TRAD FD VI | 944969 | 21951638 | FST TR GLB FD |
| ISHARES GOLD TR | 265655 | 21563216 | ISHARES NEW |
| META PLATFORMS INC | 31790 | 20983996 | CL A |
| FIRST TR EXCHANGE-TRADED FD | 979014 | 20784457 | CORE INVESTMENT |
| ABBOTT LABS | 160061 | 20054101 | COM |
| ORACLE CORP | 101794 | 19840646 | COM |
| FIRST TR EXCHNG TRADED FD VI | 773673 | 19473351 | TCW UNCONSTRAI |
| ISHARES TR | 358052 | 19291830 | ISHS 5-10YR INVT |
| FIRST TR EXCHANGE-TRADED FD | 403906 | 18531215 | SENIOR LN FD |
| PRINCIPAL EXCHANGE TRADED FD | 971848 | 18469966 | ACTIVE HIGH YL |
| INVESCO ACTIVELY MANAGED EXC | 365711 | 18376974 | ULTRA SHRT DUR |
| VANGUARD INDEX FDS | 37526 | 18307340 | GROWTH ETF |
| GLOBAL X FDS | 413160 | 17654307 | GLOBAL X URANIUM |
| MORGAN STANLEY | 93569 | 16611350 | COM NEW |
| ISHARES TR | 24139 | 16533874 | CORE S&P500 ETF |
| ELI LILLY & CO | 14939 | 16055085 | COM |
| HOME DEPOT INC | 45966 | 15816758 | COM |
| TJX COS INC NEW | 100578 | 15449747 | COM |
| SPDR S&P 500 ETF TR | 22025 | 15019272 | TR UNIT |
| PALANTIR TECHNOLOGIES INC | 84346 | 14992435 | CL A |
| AMERICAN EXPRESS CO | 35700 | 13207283 | COM |
| MERCK & CO INC | 123083 | 12955668 | COM |
| ARK 21SHARES BITCOIN ETF | 413772 | 12015939 | SHS BEN INT |
| NUVEEN FLOATING RATE INCOME | 1530270 | 11982014 | COM |
| ALTRIA GROUP INC | 195930 | 11297321 | COM |
| VANGUARD INDEX FDS | 33301 | 11164743 | TOTAL STK MKT |
| ALPHABET INC | 35507 | 11142186 | CAP STK CL C |
| BLACKROCK MULTI SECTOR INC T | 837581 | 10938808 | COM |
| RTX CORPORATION | 59269 | 10869865 | COM |
| VISA INC | 30366 | 10649754 | COM CL A |
| TESLA INC | 23487 | 10562476 | COM |
| ANALOG DEVICES INC | 38606 | 10469832 | COM |
| VERIZON COMMUNICATIONS INC | 249552 | 10164233 | COM |
| OLD REP INTL CORP | 220721 | 10073705 | COM |
| LINCOLN NATL CORP IND | 224376 | 9991483 | COM |
| UGI CORP NEW | 262542 | 9826932 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 16273 | 9817175 | UTSER1 S&PDCRP |
| NEXTERA ENERGY INC | 121581 | 9760519 | COM |
| ISHARES TR | 20431 | 9670106 | RUS 1000 GRW ETF |
| VANGUARD INDEX FDS | 50468 | 9638936 | VALUE ETF |
| EXXON MOBIL CORP | 79255 | 9537585 | COM |
| UNITED PARCEL SERVICE INC | 92033 | 9128798 | CL B |
| WILLIAMS COS INC | 147903 | 8890428 | COM |
| MCDONALDS CORP | 28448 | 8694452 | COM |
| TARGET CORP | 88730 | 8673384 | COM |
| KINDER MORGAN INC DEL | 310598 | 8538338 | COM |
| COCA COLA CO | 121516 | 8495217 | COM |
| AMGEN INC | 25801 | 8444773 | COM |
| PIMCO DYNAMIC INCOME FD | 471922 | 8357739 | SHS |
| DTE ENERGY CO | 64723 | 8347973 | COM |
| DEVON ENERGY CORP NEW | 225812 | 8271511 | COM |
| UNION PAC CORP | 35721 | 8263084 | COM |
| PROCTER AND GAMBLE CO | 54856 | 7861413 | COM |
| CHUBB LIMITED | 25023 | 7810034 | COM |
| GSK PLC | 158715 | 7783384 | SPONSORED ADR |
| CATERPILLAR INC | 13311 | 7625523 | COM |
| PROLOGIS INC. | 58780 | 7503801 | COM |
| SMUCKER J M CO | 75794 | 7413382 | COM NEW |
| AMERICAN ELEC PWR CO INC | 63875 | 7365480 | COM |
| DUKE ENERGY CORP NEW | 62164 | 7286263 | COM NEW |
| LINDE PLC | 16757 | 7145100 | SHS |
| AUTOMATIC DATA PROCESSING IN | 27627 | 7106595 | COM |
| TRIMTABS ETF TR | 99383 | 7092965 | FCF US QLTY ETF |
| RITHM CAPITAL CORP | 646257 | 7044200 | COM NEW |
| PIMCO ETF TR | 107951 | 6935825 | 25YR+ ZERO U S |
| BEST BUY INC | 102346 | 6850047 | COM |
| BLACKROCK ETF TRUST II | 133293 | 6767939 | ISHARES TOTAL RE |
| FIDELITY COVINGTON TRUST | 121623 | 6669805 | BLUE CHIP GRWTH |
| WALMART INC | 58511 | 6518736 | COM |
| TRANE TECHNOLOGIES PLC | 15626 | 6081545 | SHS |
| VANECK ETF TRUST | 345462 | 6056292 | LONG MUNI ETF |
| BLACKROCK ETF TRUST | 98586 | 5995015 | US EQT FACTOR |
| MASTERCARD INCORPORATED | 10458 | 5970101 | CL A |
| BLACKROCK ETF TRUST II | 111529 | 5885360 | FLEXIBLE INCOME |
| PARKER-HANNIFIN CORP | 6609 | 5809327 | COM |
| TEXAS INSTRS INC | 30914 | 5363246 | COM |
| ALPS ETF TR | 108933 | 5122020 | ALERIAN MLP |
| SPDR GOLD TR | 12558 | 4977043 | SPDR GOLD TR |
| ACCENTURE PLC IRELAND | 18494 | 4962015 | SHS CLASS A |
| VANECK ETF TRUST | 96218 | 4918657 | HIGH YLD MUNIETF |
| ARISTA NETWORKS INC | 37446 | 4906549 | COM SHS |
| ISHARES TR | 17399 | 4818479 | RUS TP200 GR ETF |
| TCW ETF TRUST | 49894 | 4797588 | TRANSFORM SYSTEM |
| INTUITIVE SURGICAL INC | 8458 | 4790450 | COM NEW |
| DIMENSIONAL ETF TRUST | 64859 | 4775568 | US CORE EQUITY 1 |
| HCA HEALTHCARE INC | 10069 | 4700793 | COM |
| J P MORGAN EXCHANGE TRADED F | 63926 | 4584773 | ACTIVE VALUE ETF |
| BLACKSTONE INC | 29192 | 4499649 | COM |
| FIRST TR EXCH TRADED FD III | 92000 | 4409954 | MUNI HI INCM ETF |
| DIMENSIONAL ETF TRUST | 132565 | 4338853 | WORLD EX US CORE |
| EATON VANCE LTD DURATION INC | 437128 | 4331938 | COM |
| BOSTON SCIENTIFIC CORP | 45388 | 4327751 | COM |
| INVESCO QQQ TR | 6689 | 4109278 | UNIT SER 1 |
| INTUIT | 6184 | 4096666 | COM |
| ENTERPRISE PRODS PARTNERS L | 126956 | 4070213 | COM |
| ISHARES INC | 58306 | 3919305 | CORE MSCI EMKT |
| DIMENSIONAL ETF TRUST | 110821 | 3791186 | US LARGE CAP VAL |
| OREILLY AUTOMOTIVE INC | 41329 | 3769618 | COM |
| ISHARES TR | 146311 | 3750970 | IBONDS DEC 26 |
| INTERNATIONAL BUSINESS MACHS | 12634 | 3742218 | COM |
| BLACKROCK INC | 3477 | 3721609 | COM |
| VANECK ETF TRUST | 43079 | 3694911 | GOLD MINERS ETF |
| BLACKROCK ETF TRUST | 107428 | 3577352 | ISHARES A I INNO |
| HARTFORD INSURANCE GROUP INC | 25612 | 3529316 | COM |
| ISHARES TR | 137330 | 3486820 | IBONDS DEC 27 |
| COHEN & STEERS QUALITY INCOM | 302360 | 3452951 | COM |
| SHERWIN WILLIAMS CO | 10558 | 3421001 | COM |
| MARSH & MCLENNAN COS INC | 18425 | 3418293 | COM |
| COSTCO WHSL CORP NEW | 3767 | 3248206 | COM |
| CAPITAL GROUP INTL FOCUS EQT | 109838 | 3245713 | SHS CREATION UNI |
| AMERICAN CENTY ETF TR | 28340 | 3245500 | US QUALITY GROW |
| LOCKHEED MARTIN CORP | 6577 | 3180895 | COM |
| VANGUARD INDEX FDS | 5055 | 3169922 | S&P 500 ETF SHS |
| ISHARES TR | 37107 | 3140750 | CORE MSCI TOTAL |
| ISHARES TR | 121517 | 3107789 | IBONDS DEC 28 |
| ISHARES TR | 32791 | 3087647 | MSCI USA MIN VOL |
| ISHARES TR | 25775 | 3076190 | 3 7 YR TREAS BD |
| PROGRESSIVE CORP | 13121 | 2988018 | COM |
| GOLDMAN SACHS GROUP INC | 3325 | 2922273 | COM |
| SPDR SER TR | 61017 | 2859257 | PORTFOLIO S&P600 |
| TRANSDIGM GROUP INC | 2135 | 2839119 | COM |
| NETFLIX INC | 29940 | 2807133 | COM |
| CATALYST PHARMACEUTICALS INC | 118444 | 2764483 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 9672 | 2663473 | ORD SHS |
| ISHARES TR | 12375 | 2602983 | RUS 1000 VAL ETF |
| S&P GLOBAL INC | 4956 | 2590173 | COM |
| GRAYSCALE BITCOIN TR BTC | 37739 | 2579838 | SHS REP COM UT |
| EATON CORP PLC | 8083 | 2574666 | SHS |
| ISHARES TR | 28718 | 2569092 | CORE MSCI EAFE |
| PFIZER INC | 101164 | 2518990 | COM |
| REPUBLIC SVCS INC | 11819 | 2504905 | COM |
| PALO ALTO NETWORKS INC | 13548 | 2495596 | COM |
| AMERICAN TOWER CORP NEW | 14149 | 2484163 | COM |
| ETF SER SOLUTIONS | 56713 | 2478358 | APTUS COLLRD INV |
| IRON MTN INC DEL | 29850 | 2476064 | COM |
| ISHARES TR | 24615 | 2458539 | CORE US AGGBD ET |
| VANGUARD TAX-MANAGED FDS | 38732 | 2419563 | VAN FTSE DEV MKT |
| ISHARES TR | 12073 | 2410737 | U.S. TECH ETF |
| VANGUARD INTL EQUITY INDEX F | 44686 | 2402313 | FTSE EMR MKT ETF |
| ETF SER SOLUTIONS | 80133 | 2281387 | APTUS DEFINED |
| BERKSHIRE HATHAWAY INC DEL | 3 | 2264400 | CL A |
| ISHARES TR | 17451 | 2249957 | U.S. FINLS ETF |
| CISCO SYS INC | 29041 | 2237061 | COM |
| SLIDE INS HLDGS INC | 114716 | 2234668 | COM |
| FIRST TR NASDAQ 100 TECH IND | 9697 | 2232245 | SHS |
| STRYKER CORPORATION | 6349 | 2231427 | COM |
| VANGUARD BD INDEX FDS | 30079 | 2227951 | TOTAL BND MRKT |
| CHEVRON CORP NEW | 14242 | 2170584 | COM |
| ISHARES TR | 14192 | 2110208 | CORE S&P TTL STK |
| MICRON TECHNOLOGY INC | 7279 | 2077502 | COM |
| SOUTHSTATE BK CORP | 22062 | 2076255 | COM |
| ISHARES TR | 90073 | 2073924 | US TREAS BD ETF |
| PEPSICO INC | 14324 | 2055756 | COM |
| BLACKROCK ETF TRUST II | 84482 | 2030947 | ISHARES INTERMED |
| ISHARES TR | 5246 | 1959066 | RUS 1000 ETF |
| J P MORGAN EXCHANGE TRADED F | 38203 | 1929252 | MUNICIPAL ETF |
| INTERCONTINENTAL EXCHANGE IN | 11655 | 1887715 | COM |
| ADVANCED MICRO DEVICES INC | 8750 | 1873964 | COM |
| CAPITAL GRP FIXED INCM ETF T | 82105 | 1858857 | CORE PLUS INCM |
| ISHARES TR | 18144 | 1844733 | 10-20 YR TRS ETF |
| CROWDSTRIKE HLDGS INC | 3930 | 1842430 | CL A |
| ISHARES TR | 25322 | 1808244 | EAFE VALUE ETF |
| CHIPOTLE MEXICAN GRILL INC | 48588 | 1797756 | COM |
| FIRST TR EXCHANGE TRADED FD | 22410 | 1789859 | INDLS PROD DUR |
| DANAHER CORPORATION | 7663 | 1754181 | COM |
| ADVENT CONV & INCOME FD | 138145 | 1732343 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3446 | 1732132 | CL B NEW |
| FIRST TR EXCHANGE-TRADED FD | 6402 | 1723290 | DJ INTERNT IDX |
| FIRST TR EXCHANGE TRADED FD | 28515 | 1720863 | FINLS ALPHADEX |
| ISHARES TR | 22809 | 1707938 | US SML CAP EQT |
| APPLOVIN CORP | 2527 | 1702802 | COM CL A |
| WARNER BROS DISCOVERY INC | 58689 | 1691406 | COM SER A |
| BP PLC | 48585 | 1687341 | SPONSORED ADR |
| VANGUARD INDEX FDS | 5690 | 1651326 | MID CAP ETF |
| INTEL CORP | 44725 | 1650351 | COM |
| BANK AMERICA CORP | 29897 | 1644350 | COM |
| GLOBAL X FDS | 85972 | 1625731 | US PFD ETF |
| J P MORGAN EXCHANGE TRADED F | 23902 | 1587810 | HEDGED EQUITY LA |
| J P MORGAN EXCHANGE TRADED F | 20876 | 1563195 | INTRNL RES EQT |
| SHOPIFY INC | 9605 | 1546163 | CL A SUB VTG SHS |
| J P MORGAN EXCHANGE TRADED F | 26937 | 1541869 | EQUITY PREMIUM |
| CASEYS GEN STORES INC | 2740 | 1514166 | COM |
| SELECT SECTOR SPDR TR | 10497 | 1511188 | TECHNOLOGY |
| UNITEDHEALTH GROUP INC | 4559 | 1504969 | COM |
| PIMCO ETF TR | 15697 | 1461077 | ACTIVE BD ETF |
| FIRST TR EXCHANGE TRADED FD | 32157 | 1447374 | UTILITIES ALPH |
| TORONTO DOMINION BK ONT | 15031 | 1415920 | COM NEW |
| ISHARES TR | 25500 | 1395105 | MSCI EMG MKT ETF |
| VANGUARD STAR FDS | 18399 | 1388021 | VG TL INTL STK F |
| ASTRAZENECA PLC | 14793 | 1359920 | SPONSORED ADR |
| DIMENSIONAL ETF TRUST | 51398 | 1357935 | GLOBAL REAL EST |
| GE AEROSPACE | 4391 | 1352654 | COM NEW |
| GLOBAL X FDS | 27721 | 1324787 | US INFR DEV ETF |
| TAKE-TWO INTERACTIVE SOFTWAR | 5102 | 1306323 | COM |
| WELLS FARGO CO NEW | 13978 | 1302770 | COM |
| RAYMOND JAMES FINL INC | 8054 | 1293392 | COM |
| VANGUARD INDEX FDS | 4156 | 1255595 | SML CP GRW ETF |
| SPDR SER TR | 5177 | 1248809 | AEROSPACE DEF |
| FIRST TR SML CP CORE ALPHA F | 11011 | 1245779 | COM SHS |
| BROWN & BROWN INC | 15557 | 1239893 | COM |
| SPDR SER TR | 13554 | 1238520 | BLOOMBERG 1-3 MO |
| ISHARES TR | 12864 | 1235334 | MSCI EAFE ETF |
| ISHARES TR | 3561 | 1221316 | S&P 100 ETF |
| CITIGROUP INC | 10330 | 1205425 | COM NEW |
| THERMO FISHER SCIENTIFIC INC | 2053 | 1189401 | COM |
| ISHARES TR | 12760 | 1177110 | U.S. FIN SVC ETF |
| ISHARES INC | 20312 | 1175049 | EMNG MKTS EQT |
| ISHARES TR | 5427 | 1165119 | US AER DEF ETF |
| LOWES COS INC | 4751 | 1145652 | COM |
| VANGUARD WORLD FD | 2763 | 1140379 | MEGA GRWTH IND |
| VANGUARD WORLD FD | 3907 | 1124630 | HEALTH CAR ETF |
| ISHARES TR | 3692 | 1111977 | ISHARES SEMICDTR |
| INVESCO EXCH TRADED FD TR II | 22543 | 1104197 | DORSEY WRGT DVLP |
| SHELL PLC | 14617 | 1074057 | SPON ADS |
| ISHARES TR | 42049 | 1069303 | IBONDS DEC 2029 |
| NORFOLK SOUTHN CORP | 3691 | 1065674 | COM |
| ISHARES TR | 9800 | 1049678 | NATIONAL MUN ETF |
| HONEYWELL INTL INC | 5362 | 1046063 | COM |
| BLACKSTONE SECD LENDING FD | 39268 | 1033926 | COMMON STOCK |
| FIDELITY COVINGTON TRUST | 26600 | 1024816 | CRYPTO IND & DIG |
| ISHARES TR | 10618 | 1022266 | JPMORGAN USD EMG |
| ROCKWELL AUTOMATION INC | 2605 | 1013495 | COM |
| ISHARES TR | 14598 | 1013393 | CORE DIV GRWTH |
| COHEN & STEERS INFRASTRUCTUR | 41854 | 1009100 | COM |
| 3M CO | 6291 | 1007219 | COM |
| ALPHATEC HLDGS INC | 46841 | 985535 | COM NEW |
| COLGATE PALMOLIVE CO | 12159 | 960804 | COM |
| FIRST TR EXCHNG TRADED FD VI | 21519 | 953711 | TCW OPPORTUNIS |
| ISHARES TR | 9855 | 948707 | RUS MID CAP ETF |
| FIRST TR EXCH TRADED FD III | 13303 | 944399 | LNG/SHT EQUITY |
| CORNING INC | 10551 | 923849 | COM |
| CITIZENS FINL SVCS INC | 16185 | 922869 | COM |
| HARBOR ETF TRUST | 36801 | 913401 | HARBOR COMMODITY |
| INVESCO EXCHANGE TRADED FD T | 15142 | 897612 | S&P 500 TOP 50 |
| ISHARES TR | 9402 | 895293 | MBS ETF |
| VANGUARD WORLD FD | 6335 | 894249 | MEGA CAP VAL ETF |
| PIMCO CORPORATE & INCM STRG | 70000 | 893200 | COM |
| FIDELITY COVINGTON TRUST | 15747 | 892697 | HIGH DIVID ETF |
| EASTERLY GOVT PPTYS INC | 41852 | 886844 | COM SHS |
| CAPITAL GRP FIXED INCM ETF T | 34022 | 884912 | SHORT DURATION |
| TRUIST FINL CORP | 17311 | 851869 | COM |
| VANECK ETF TRUST | 2341 | 843064 | SEMICONDUCTR ETF |
| PHILIP MORRIS INTL INC | 5238 | 840173 | COM |
| DISNEY WALT CO | 7291 | 829485 | COM |
| AT&T INC | 33304 | 827264 | COM |
| AMERIPRISE FINL INC | 1674 | 821032 | COM |
| FIRST TR EXCH TRD ALPHDX FD | 10153 | 806620 | DEV MRK EX US |
| FAIR ISAAC CORP | 477 | 806426 | COM |
| DIGITAL RLTY TR INC | 5206 | 805363 | COM |
| ILLINOIS TOOL WKS INC | 3263 | 803680 | COM |
| J P MORGAN EXCHANGE TRADED F | 15612 | 795275 | ULTRA SHT MUNCPL |
| FIDELITY COVINGTON TRUST | 21626 | 786754 | ENHANCED MID |
| CONSTELLATION ENERGY CORP | 2220 | 784194 | COM |
| MCKESSON CORP | 954 | 782557 | COM |
| GRAYSCALE ETHEREUM MINI TR E | 27659 | 776098 | SHS NEW |
| FLEXSHARES TR | 8351 | 774388 | M STAR DEV MKT |
| SPDR SER TR | 8279 | 765202 | S&P 400 MDCP GRW |
| DIMENSIONAL ETF TRUST | 23088 | 759364 | US SMALL CAP VAL |
| ONEOK INC NEW | 10290 | 756290 | COM |
| PUTNAM ETF TRUST | 16561 | 754685 | FOCUSED LAR CAP |
| ISHARES TR | 3795 | 753835 | MSCI USA QLT FCT |
| ISHARES TR | 16212 | 740240 | INVESTMENT GRADE |
| GRAYSCALE ETHEREUM TRUST ETF | 29996 | 731003 | SHS |
| ABRDN HEALTHCARE INVESTORS | 38308 | 725554 | SH BEN INT |
| GRAYSCALE BITCOIN MINI TR ET | 18466 | 715195 | SHS NEW |
| ISHARES TR | 6246 | 710275 | SP SMCP600VL ETF |
| MEDTRONIC PLC | 7353 | 706344 | SHS |
| SOUTHERN CO | 8095 | 705864 | COM |
| SALESFORCE INC | 2620 | 693995 | COM |
| PACER FDS TR | 11340 | 682350 | US CASH COWS 100 |
| ROBINHOOD MKTS INC | 5901 | 667418 | COM CL A |
| ADOBE INC | 1871 | 654831 | COM |
| ABRDN SILVER ETF TRUST | 9641 | 652117 | PHYSCL SILVR SHS |
| OMNICOM GROUP INC | 7972 | 643705 | COM |
| ISHARES TR | 2556 | 639792 | MSCI USA MMENTM |
| NORTHROP GRUMMAN CORP | 1118 | 637548 | COM |
| ISHARES BITCOIN TRUST ETF | 12683 | 629711 | SHS BEN INT |
| ISHARES TR | 5226 | 628031 | CORE S&P SCP ETF |
| 21SHARES ETHEREUM ETF | 41823 | 620236 | SHS |
| NOVARTIS AG | 4491 | 619147 | SPONSORED ADR |
| ISHARES TR | 2484 | 611461 | RUSSELL 2000 ETF |
| MOODYS CORP | 1190 | 607970 | COM |
| LAM RESEARCH CORP | 3538 | 605638 | COM NEW |
| CME GROUP INC | 2217 | 605422 | COM |
| QUALCOMM INC | 3505 | 599532 | COM |
| STARBUCKS CORP | 7052 | 593816 | COM |
| GE VERNOVA INC | 893 | 583703 | COM |
| MARRIOTT INTL INC NEW | 1878 | 582631 | CL A |
| ABACUS FCF ETF TR | 19754 | 574644 | ABACUS FCF REAL |
| VANGUARD SPECIALIZED FUNDS | 2595 | 570233 | DIV APP ETF |
| INVESCO EXCHANGE TRADED FD T | 4798 | 558495 | DORSEY WRIGHT MO |
| FIRST TR EXCHANGE-TRADED FD | 6024 | 557251 | CAP STRENGTH ETF |
| ISHARES TR | 5210 | 534191 | CORE S&P US VLU |
| CUMMINS INC | 1045 | 533666 | COM |
| FIRST TR EXCHANGE-TRADED FD | 7673 | 533033 | RISNG DIVD ACHIV |
| EQUIFAX INC | 2454 | 532469 | COM |
| BANK NEW YORK MELLON CORP | 4573 | 530921 | COM |
| VANGUARD SCOTTSDALE FDS | 5750 | 530699 | VNG RUS1000VAL |
| REGENERON PHARMACEUTICALS | 680 | 524571 | COM |
| WASTE MGMT INC DEL | 2386 | 524183 | COM |
| SELECT SECTOR SPDR TR | 11569 | 517259 | ENERGY |
| FIRST TR EXCHANGE-TRADED FD | 7968 | 501331 | DORSEY WRT 5 ETF |
| AFLAC INC | 4541 | 500736 | COM |
| ISHARES TR | 4866 | 498245 | 0-5 YR TIPS ETF |
| BRISTOL-MYERS SQUIBB CO | 9004 | 485673 | COM |
| CONOCOPHILLIPS | 5155 | 482583 | COM |
| ALLSTATE CORP | 2316 | 482150 | COM |
| JANUS DETROIT STR TR | 9529 | 481998 | HENDRSON AAA CL |
| CAPITAL GROUP CONSERVATIVE E | 15792 | 481498 | SHS |
| RESIDEO TECHNOLOGIES INC | 13651 | 479423 | COM |
| ISHARES TR | 19120 | 477044 | GLOBAL REIT ETF |
| SCHWAB STRATEGIC TR | 16079 | 476099 | US LCAP VA ETF |
| CADENCE DESIGN SYSTEM INC | 1514 | 473246 | COM |
| JABIL INC | 2056 | 468809 | COM |
| CSX CORP | 12768 | 462846 | COM |
| APPLIED MATLS INC | 1773 | 455739 | COM |
| KIMBERLY-CLARK CORP COM | 4499 | 453877 | COM |
| T-MOBILE US INC | 2212 | 449125 | COM |
| FIRST TR EXCHANGE TRADED FD | 2642 | 444596 | TECH ALPHADEX |
| ISHARES TR | 14306 | 442914 | PFD AND INCM SEC |
| COMFORT SYS USA INC | 474 | 442705 | COM |
| FIDELITY COVINGTON TRUST | 5757 | 435172 | QLTY FCTOR ETF |
| PHILLIPS 66 | 3363 | 434010 | COM |
| METLIFE INC | 5481 | 432665 | COM |
| EXPEDIA GROUP INC | 1516 | 429362 | COM NEW |
| NORTHERN TR CORP | 3142 | 429169 | COM |
| DIMENSIONAL ETF TRUST | 6140 | 427789 | US SMALL CAP ETF |
| ARK ETF TR | 5536 | 425829 | INNOVATION ETF |
| IDEXX LABS INC | 628 | 424861 | COM |
| MONSTER BEVERAGE CORP NEW | 5488 | 420765 | COM |
| EYEPOINT PHARMACEUTICALS INC | 22990 | 420027 | COM NEW |
| VANGUARD WORLD FD | 3143 | 419581 | FINANCIALS ETF |
| GLOBAL X FDS | 5014 | 418769 | GLOBAL X SILVER |
| MICROSTRATEGY INC | 2742 | 416669 | CL A NEW |
| ISHARES INC | 3758 | 413525 | MSCI ISRAEL ETF |
| VANGUARD WHITEHALL FDS | 2875 | 412620 | HIGH DIV YLD |
| J P MORGAN EXCHANGE TRADED F | 7090 | 412064 | NASDAQ EQT PREM |
| L3HARRIS TECHNOLOGIES INC | 1403 | 411883 | COM |
| ISHARES TR | 7773 | 411023 | ISHS 1-5YR INVS |
| ISHARES TR | 2887 | 407211 | RUS MDCP VAL ETF |
| INVESCO EXCHANGE TRADED FD T | 2119 | 405916 | S&P500 EQL WGT |
| FIRST TR EXCH TRADED FD III | 21978 | 400434 | PFD SECS INC ETF |
| CAPITAL ONE FINL CORP | 1643 | 398167 | COM |
| ENERGY TRANSFER L P | 24082 | 397106 | COM UT LTD PTN |
| EMERSON ELEC CO | 2981 | 395640 | COM |
| TERADYNE INC | 2040 | 394773 | COM |
| ISHARES TR | 4517 | 393716 | 20 YR TR BD ETF |
| NUVEEN NASDAQ 100 DYNAMIC OV | 13782 | 393063 | COM SHS |
| EASTGROUP PPTYS INC | 2188 | 389739 | COM |
| REALTY INCOME CORP | 6892 | 388490 | COM |
| PAYCHEX INC | 3451 | 387129 | COM |
| JANUS DETROIT STR TR | 8098 | 386263 | B-BBB CLO ETF |
| SPDR INDEX SHS FDS | 8195 | 383608 | PORTFOLIO EMG MK |
| MARATHON PETE CORP | 2346 | 381491 | COM |
| FIRST TR EXCHANGE-TRADED FD | 16012 | 378212 | BUYWRIT INCM ETF |
| PROSHARES TR | 4416 | 371957 | S&P MDCP 400 DIV |
| VERTIV HOLDINGS CO | 2295 | 371890 | COM CL A |
| FIDELITY COVINGTON TRUST | 5141 | 371540 | VLU FACTOR ETF |
| DELL TECHNOLOGIES INC | 2862 | 360272 | CL C |
| DELTA AIR LINES INC DEL | 5191 | 360222 | COM NEW |
| SEMPRA | 4034 | 356166 | COM |
| VALMONT INDS INC | 885 | 356053 | COM |
| CELSIUS HLDGS INC | 7743 | 354174 | COM NEW |
| FIDELITY COVINGTON TRUST | 11468 | 354132 | EMERG MKTS MLTFT |
| GENERAL DYNAMICS CORP | 1028 | 345940 | COM |
| SERVICENOW INC | 2235 | 342380 | COM |
| SELECT SECTOR SPDR TR | 6228 | 341125 | FINANCIAL |
| PNC FINL SVCS GROUP INC | 1630 | 340194 | COM |
| FIRST TR EXCHANGE-TRADED FD | 12925 | 339142 | FT VEST RIS |
| VANGUARD SCOTTSDALE FDS | 1087 | 335790 | VNG RUS1000IDX |
| ISHARES INC | 9436 | 334696 | MSCI AUSTRIA ETF |
| ISHARES INC | 5960 | 323804 | MSCI ITALY ETF |
| HERON THERAPEUTICS INC | 248087 | 322513 | COM |
| ISHARES INC | 5980 | 322360 | MSCI SPAIN ETF |
| AIR PRODS & CHEMS INC | 1283 | 316927 | COM |
| SOUTHERN COPPER CORP | 2204 | 316246 | COM |
| PROSHARES TR | 3038 | 316126 | S&P 500 DV ARIST |
| ISHARES TR | 3411 | 313334 | RUS TP200 VL ETF |
| HENRY SCHEIN INC | 4140 | 312901 | COM |
| ISHARES TR | 2725 | 310432 | EAFE GRWTH ETF |
| MARVELL TECHNOLOGY INC | 3649 | 310131 | COM |
| ETF SER SOLUTIONS | 13953 | 309755 | APTUS ENHANCED |
| AMPLIFY ETF TR | 5427 | 308742 | BLOCKCHAIN LDR |
| ISHARES SILVER TR | 4770 | 307283 | ISHARES |
| ISHARES TR | 5916 | 306275 | USD INV GRDE ETF |
| GOLDMAN SACHS ETF TR | 2304 | 305003 | ACTIVEBETA US LG |
| DIAMONDBACK ENERGY INC | 2018 | 303390 | COM |
| CINCINNATI FINL CORP | 1848 | 301778 | COM |
| ISHARES INC | 14156 | 300815 | MSCI HONG KG ETF |
| NOVO-NORDISK A S | 5847 | 297495 | ADR |
| CRISPR THERAPEUTICS AG | 5630 | 295237 | NAMEN AKT |
| SPDR SERIES TRUST | 4428 | 286979 | S&P REGL BKG |
| ISHARES TR | 2602 | 286009 | TIPS BD ETF |
| PIMCO ETF TR | 5435 | 284846 | INTER MUN BD ACT |
| DIMENSIONAL ETF TRUST | 6112 | 284737 | US MKTWIDE VALUE |
| FIRST TR VALUE LINE DIVID IN | 6048 | 278679 | SHS |
| PUTNAM MUN OPPORTUNITIES TR | 26010 | 278305 | SH BEN INT |
| NORTHERN LTS FD TR IV | 11398 | 275843 | INSPIRE CORP BD |
| VALERO ENERGY CORP | 1679 | 273330 | COM |
| BOOKING HOLDINGS INC | 51 | 273122 | COM |
| VANGUARD WORLD FD | 361 | 271754 | INF TECH ETF |
| GENERAL MLS INC | 5836 | 271380 | COM |
| PACER FDS TR | 3409 | 268110 | TRENDPILOT 100 |
| FIRST TR EXCHANGE-TRADED FD | 4788 | 265132 | EMERGING MKTS |
| ISHARES TR | 3244 | 261564 | IBOXX HI YD ETF |
| CARNIVAL CORP | 8549 | 261086 | UNIT 99/99/9999 |
| ISHARES TR | 6809 | 259082 | MSCI INTL VLU FT |
| VANGUARD WORLD FD | 1396 | 258397 | UTILITIES ETF |
| WELLTOWER INC | 1392 | 258374 | COM |
| FIRST TR EXCHANGE-TRADED FD | 5189 | 255038 | FT VEST S&P 500 |
| MANULIFE FINL CORP | 6986 | 253461 | COM |
| FIRST TR MORNINGSTAR DIVID L | 5704 | 252932 | SHS |
| PACER FDS TR | 4529 | 251732 | TRENDP US LAR CP |
| VOYA INFRASTRUCTURE INDLS & | 20323 | 249973 | COM |
| SYSCO CORP | 3386 | 249516 | COM |
| HUMANA INC | 972 | 248958 | COM |
| UBER TECHNOLOGIES INC | 3046 | 248913 | COM |
| ISHARES TR | 2526 | 248811 | CONV BD ETF |
| JOHNSON CTLS INTL PLC | 2061 | 246807 | SHS |
| ARES CAPITAL CORP | 12192 | 246636 | COM |
| VANECK ETF TRUST | 1300 | 246044 | BIOTECH ETF |
| INVESCO EXCH TRADED FD TR II | 3438 | 245562 | S&P500 LOW VOL |
| ARCHER DANIELS MIDLAND CO | 225327 | 243799 | COM |
| CF INDS HLDGS INC | 3144 | 243157 | COM |
| REGIONS FINANCIAL CORP NEW | 8936 | 242166 | COM |
| GRAINGER W W INC | 238 | 240488 | COM |
| NXP SEMICONDUCTORS N V | 1101 | 239037 | COM |
| WHEATON PRECIOUS METALS CORP | 2016 | 236972 | COM |
| DBX ETF TR | 3773 | 235628 | XTRACKRS S&P 500 |
| OTIS WORLDWIDE CORP | 2695 | 235408 | COM |
| CALAMOS ETF TR | 8660 | 233769 | NASDAQ 100 STRUC |
| IQVIA HLDGS INC | 1030 | 232172 | COM |
| FIRST TR NAS100 EQ WEIGHTED | 1613 | 229254 | SHS |
| XCEL ENERGY INC | 3089 | 228152 | COM |
| INTELLIA THERAPEUTICS INC | 25280 | 227267 | COM |
| SELECT SECTOR SPDR TR | 5278 | 225335 | SBI INT-UTILS |
| ASML HOLDING N V | 209 | 224053 | N Y REGISTRY SHS |
| SPDR INDEX SHS FDS | 3365 | 220933 | S&P EMKTSC ETF |
| MARKEL GROUP INC | 102 | 219264 | COM |
| ROSS STORES INC | 1196 | 215453 | COM |
| HENRY JACK & ASSOC INC | 1179 | 215144 | COM |
| ISHARES TR | 3257 | 214962 | CORE S&P MCP ETF |
| NORTHERN LTS FD TR IV | 5968 | 213779 | INSPIRE MOMENTUM |
| FIDELITY NATL INFORMATION SV | 3212 | 213492 | COM |
| SELECT SECTOR SPDR TR | 1374 | 212763 | STATE STREET HEA |
| NORTHERN LTS FD TR IV | 4704 | 212312 | INSPIRE 100 ETF |
| MONDELEZ INTL INC | 3904 | 210164 | CL A |
| ISHARES TR | 1606 | 207431 | EXPND TEC SC ETF |
| TRAVELERS COMPANIES INC | 715 | 207309 | COM |
| CURTISS WRIGHT CORP | 374 | 206263 | COM |
| NIKE INC | 3236 | 206165 | CL B |
| ISHARES INC | 2825 | 205321 | MSCI EMRG CHN |
| PACER FDS TR | 5712 | 203761 | TRENDP US MID CP |
| COMCAST CORP NEW | 6815 | 203696 | CL A |
| INVESCO EXCH TRADED FD TR II | 3633 | 201890 | INTL BUYBACK |
| NYLI MACKAY DEFINEDTERM MUNI | 10655 | 158434 | COM |
| EATON VANCE TAX-MANAGED GLOB | 17000 | 156740 | COM |
| FORD MTR CO | 11697 | 153470 | COM |
| AGNC INVT CORP | 10992 | 117839 | COM |
| SOUNDHOUND AI INC | 10000 | 99700 | CLASS A COM |
| ARDELYX INC | 10000 | 58300 | COM |
| ARBUTUS BIOPHARMA CORP | 10000 | 48100 | COM |
| TUHURA BIOSCIENCES INC | 31063 | 23505 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.