Global Wealth Strategies & Associates - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 2, 2026, for the 2025 Q4 period, Global Wealth Strategies & Associates held in its portfolio 500 assets valued at $401,091,249 (i.e. $401.09M).
The most valuable assets in the portfolio included: VANGUARD S&P 500 ETF ($156.00M), ISHARES CORE MSCI EAFE ETF ($43.75M), and VANGUARD TOTAL BOND MARKET ETF ($29.94M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Global Wealth Strategies & Associates - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD S&P 500 ETF | 248751 | 155999390 | ETF |
| ISHARES CORE MSCI EAFE ETF | 489052 | 43750615 | ETF |
| VANGUARD TOTAL BOND MARKET ETF | 404199 | 29939029 | ETF |
| INVESCO NASDAQ 100 ETF | 106445 | 26922092 | ETF |
| ISHARES MSCI USA QUALITY FACTOR ETF | 75729 | 15041226 | ETF |
| VANGUARD DIVIDEND APPRECIATION ETF | 61608 | 13540262 | ETF |
| ISHARES NATIONAL MUNI BOND ETF | 108465 | 11617709 | ETF |
| ISHARES FLEXIBLE INCOME ACTIVE ETF | 208323 | 10993213 | ETF |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | 41094 | 10286119 | ETF |
| ISHARES GOLD TRUST | 115444 | 9370589 | ETF |
| ISHARES 20 YEAR TREASURY BOND ETF | 75993 | 6623551 | ETF |
| BARINGS CORPORATE INVS COM | 246111 | 4466908 | CEF |
| SCHWAB CRYPTO THEMATIC ETF | 56356 | 3379132 | ETF |
| ISHARES SEMICONDUCTOR ETF | 10847 | 3266582 | ETF |
| COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF | 154138 | 3176780 | ETF |
| INVESCO QQQ TRUST SERIES I | 5127 | 3149344 | ETF |
| APPLE INC COM | 11260 | 3061254 | Stock |
| ISHARES S&P 100 ETF | 8177 | 2804544 | ETF |
| SHERWIN WILLIAMS CO COM | 7680 | 2488550 | Stock |
| ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 68932 | 2295452 | ETF |
| MICROSOFT CORP COM | 3256 | 1574904 | Stock |
| AMAZON COM INC COM | 6497 | 1499676 | Stock |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 35416 | 1155281 | ETF |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 7192 | 1035432 | ETF |
| NVIDIA CORPORATION COM | 5194 | 968734 | Stock |
| TESLA INC COM | 2129 | 957454 | Stock |
| ALPHABET INC CAP STK CL A | 2826 | 884691 | Stock |
| FIRST TRUST LONG/SHORT EQUITY ETF | 12377 | 878643 | ETF |
| SIMPLIFY MANAGED FUTURES STRATEGY ETF | 31075 | 847105 | ETF |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 5306 | 726623 | ETF |
| SCHWAB U.S. LARGE-CAP VALUE ETF | 21310 | 630986 | ETF |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 10055 | 584397 | ETF |
| ISHARES CORE S&P 500 ETF | 841 | 576112 | ETF |
| INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | 29365 | 553096 | ETF |
| JPMORGAN ACTIVE VALUE ETF | 7480 | 536467 | ETF |
| STATE STREET SPDR NYSE TECHNOLOGY ETF | 1925 | 534919 | ETF |
| JPMORGAN CHASE & CO. COM | 1630 | 525171 | Stock |
| INTERNATIONAL BUSINESS MACHS COM | 1727 | 511555 | Stock |
| INVESCO BULLETSHARES 2032 CORPORATE BOND ETF | 23738 | 495524 | ETF |
| META PLATFORMS INC CL A | 738 | 486989 | Stock |
| ISHARES RUSSELL 1000 ETF | 1300 | 485472 | ETF |
| ISHARES CORE S&P MID-CAP ETF | 7216 | 476279 | ETF |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 7556 | 472039 | ETF |
| SPDR S&P 500 ETF TRUST | 683 | 465751 | ETF |
| VANGUARD VALUE ETF | 2412 | 460596 | ETF |
| ALPHABET INC CAP STK CL C | 1384 | 434167 | Stock |
| ELI LILLY & CO COM | 398 | 427781 | Stock |
| VANGUARD TOTAL STOCK MARKET ETF | 1265 | 424122 | ETF |
| SCHWAB U.S. SMALL-CAP ETF | 14623 | 416454 | ETF |
| SCHWAB U.S. LARGE-CAP ETF | 15287 | 411374 | ETF |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 810 | 407147 | Stock |
| JOHNSON & JOHNSON COM | 1928 | 398993 | Stock |
| SCHWAB INTERNATIONAL EQUITY ETF | 15437 | 371096 | ETF |
| VANGUARD GROWTH ETF | 719 | 350937 | ETF |
| COSTCO WHSL CORP NEW COM | 385 | 332239 | Stock |
| INVESCO BULLETSHARES 2034 CORPORATE BOND ETF | 15725 | 330543 | ETF |
| ABBVIE INC COM | 1437 | 328229 | Stock |
| SCHWAB U.S. MID-CAP ETF | 10331 | 310665 | ETF |
| LOCKHEED MARTIN CORP COM | 633 | 306214 | Stock |
| ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF | 12302 | 278886 | ETF |
| ISHARES MSCI EAFE GROWTH ETF | 2422 | 275914 | ETF |
| RTX CORPORATION COM | 1420 | 260428 | Stock |
| ISHARES HIGH YIELD MUNI ACTIVE ETF | 5254 | 255765 | ETF |
| VANGUARD RUSSELL 2000 ETF | 2490 | 247801 | ETF |
| ISHARES RUSSELL 2000 GROWTH ETF | 744 | 240319 | ETF |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL | 5982 | 234016 | ETF |
| VANECK HIGH YIELD MUNI ETF | 4527 | 231420 | ETF |
| NEOS S&P 500 HIGH INCOME ETF | 4364 | 229241 | ETF |
| ISHARES RUSSELL 1000 GROWTH ETF | 450 | 212985 | ETF |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 10139 | 208863 | ETF |
| CATERPILLAR INC COM | 351 | 201110 | Stock |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 3647 | 199746 | ETF |
| EXXON MOBIL CORP COM | 1642 | 197594 | Stock |
| BROADCOM INC COM | 560 | 193929 | Stock |
| WALMART INC COM | 1609 | 179259 | Stock |
| DIMENSIONAL U.S. EQUITY MARKET ETF | 2340 | 173558 | ETF |
| PROSHARES LARGE CAP CORE PLUS | 2090 | 166570 | ETF |
| FORTINET INC COM | 2050 | 162791 | Stock |
| ADVANCED MICRO DEVICES INC COM | 750 | 160620 | Stock |
| BLACKSTONE SECD LENDING FD COMMON STOCK | 5870 | 154557 | CEF |
| TRANE TECHNOLOGIES PLC SHS | 395 | 153734 | Stock |
| 3M CO COM | 938 | 150237 | Stock |
| ACCENTURE PLC IRELAND SHS CLASS A | 557 | 149443 | Stock |
| FREEPORT-MCMORAN INC CL B | 2765 | 140434 | Stock |
| CHEVRON CORP NEW COM | 884 | 134730 | Stock |
| COCA COLA CO COM | 1830 | 127902 | Stock |
| ORACLE CORP COM | 625 | 121819 | Stock |
| CISCO SYS INC COM | 1529 | 117792 | Stock |
| ISHARES BITCOIN TRUST ETF | 2343 | 116330 | ETF |
| WASTE MGMT INC DEL COM | 514 | 112931 | Stock |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | 2390 | 112378 | ETF |
| AVANTIS U.S. EQUITY ETF | 996 | 111333 | ETF |
| VISA INC COM CL A | 313 | 109772 | Stock |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | 2432 | 108740 | ETF |
| NETFLIX INC COM | 1110 | 104074 | Stock |
| INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL | 3365 | 103777 | ETF |
| AMERICAN EXPRESS CO COM | 280 | 103586 | Stock |
| APPLIED MATLS INC COM | 400 | 102796 | Stock |
| V F CORP COM | 5660 | 102333 | Stock |
| PIMCO DYNAMIC INCOME FD SHS | 5629 | 99690 | CEF |
| ALIBABA GROUP HLDG LTD SPONSORED ADS | 678 | 99381 | ADR |
| AT&T INC COM | 3993 | 99180 | Stock |
| PROCTER AND GAMBLE CO COM | 686 | 98284 | Stock |
| VANGUARD SMALL-CAP ETF | 377 | 97129 | ETF |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 796 | 95050 | ETF |
| DUKE ENERGY CORP NEW COM NEW | 807 | 94588 | Stock |
| NORTHROP GRUMMAN CORP COM | 165 | 94085 | Stock |
| PEPSICO INC COM | 654 | 93832 | Stock |
| VANGUARD HEALTH CARE ETF | 319 | 91824 | ETF |
| ISHARES MORNINGSTAR MID-CAP ETF | 1100 | 91003 | ETF |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 1575 | 90153 | ETF |
| LINDE PLC SHS | 211 | 90034 | Stock |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY | 2194 | 89337 | ETF |
| HOME DEPOT INC COM | 258 | 88778 | Stock |
| INVESCO SENIOR LOAN ETF | 4125 | 86625 | ETF |
| PHILIP MORRIS INTL INC COM | 530 | 85012 | Stock |
| AFLAC INC COM | 760 | 83751 | Stock |
| MERCK & CO INC COM | 786 | 82736 | Stock |
| PUBLIC STORAGE OPER CO COM | 317 | 82262 | REIT |
| ZOOM COMMUNICATIONS INC CL A | 950 | 81976 | Stock |
| MASTERCARD INCORPORATED CL A | 137 | 78211 | Stock |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 3994 | 78183 | ETF |
| CUMMINS INC COM | 153 | 78099 | Stock |
| ISHARES CORE S&P SMALL CAP ETF | 640 | 76921 | ETF |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 489 | 75854 | ETF |
| VANGUARD FTSE EMERGING MARKETS ETF | 1392 | 74834 | ETF |
| GE AEROSPACE COM NEW | 242 | 74543 | Stock |
| AUTODESK INC COM | 250 | 74003 | Stock |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE | 1722 | 72117 | ETF |
| SOUTHERN CO COM | 821 | 71591 | Stock |
| NETAPP INC COM | 635 | 68002 | Stock |
| BLACKROCK INC COM | 62 | 66466 | Stock |
| VANGUARD MID-CAP ETF | 225 | 65216 | ETF |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | 799 | 64096 | ETF |
| CHIPOTLE MEXICAN GRILL INC COM | 1690 | 62530 | Stock |
| JACOBS SOLUTIONS INC COM | 465 | 61594 | Stock |
| ISHARES MSCI USA VALUE FACTOR ETF | 445 | 60845 | ETF |
| WORKIVA INC COM CL A | 703 | 60634 | Stock |
| AFFIRM HLDGS INC COM CL A | 814 | 60586 | Stock |
| ENBRIDGE INC COM | 1264 | 60457 | Stock |
| ISHARES MSCI EUROZONE ETF | 942 | 60382 | ETF |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | 1362 | 58907 | ETF |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | 1483 | 58731 | ETF |
| VANGUARD INFORMATION TECHNOLOGY ETF | 75 | 56652 | ETF |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 985 | 55958 | ETF |
| YUM BRANDS INC COM | 367 | 55520 | Stock |
| ISHARES S&P MID-CAP 400 GROWTH ETF | 562 | 54447 | ETF |
| MCDONALDS CORP COM | 175 | 53529 | Stock |
| INTERDIGITAL INC COM | 168 | 53488 | Stock |
| ABBOTT LABS COM | 426 | 53361 | Stock |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 791 | 53171 | ETF |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 330 | 51084 | ETF |
| BRISTOL-MYERS SQUIBB CO COM | 944 | 50919 | Stock |
| S&P GLOBAL INC COM | 97 | 50691 | Stock |
| VANECK BDC INCOME ETF | 3541 | 50211 | ETF |
| IRON MTN INC DEL COM | 600 | 49770 | REIT |
| ENERGY TRANSFER L P COM UT LTD PTN | 2964 | 48876 | Stock |
| NUVEEN QUALITY MUNCP INCOME FD COM | 3954 | 47527 | CEF |
| STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 402 | 47323 | ETF |
| STARBUCKS CORP COM | 554 | 46652 | Stock |
| SCHWAB US DIVIDEND EQUITY ETF | 1656 | 45426 | ETF |
| BLACKROCK MUN TARGET TERM TR COM SHS BEN IN | 1968 | 44910 | CEF |
| ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF | 640 | 44634 | ETF |
| AMGEN INC COM | 135 | 44349 | Stock |
| PFIZER INC COM | 1767 | 43990 | Stock |
| PALANTIR TECHNOLOGIES INC CL A | 245 | 43549 | Stock |
| INTEL CORP COM | 1173 | 43284 | Stock |
| SHOPIFY INC CL A SUB VTG SHS | 263 | 42335 | Stock |
| PALO ALTO NETWORKS INC COM | 228 | 41998 | Stock |
| VANGUARD MATERIALS ETF | 202 | 41925 | ETF |
| SCIENCE APPLICATIONS INTL CORP COM | 416 | 41875 | Stock |
| PACKAGING CORP AMER COM | 200 | 41246 | Stock |
| PIMCO MUN INCOME FD II COM | 5465 | 41206 | CEF |
| FEDEX CORP COM | 140 | 40440 | Stock |
| PHILLIPS 66 COM | 311 | 40131 | Stock |
| NEXTERA ENERGY INC COM | 493 | 39563 | Stock |
| STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 503 | 39073 | ETF |
| ISHARES CORE S&P U.S. GROWTH ETF | 231 | 38794 | ETF |
| NUVEEN FLOATING RATE INCOME FD COM | 4850 | 37976 | CEF |
| AVANTIS INTERNATIONAL EQUITY ETF | 450 | 37044 | ETF |
| BLACKROCK ENHANCED EQUITY DIVI COM | 3904 | 37010 | CEF |
| GE VERNOVA INC COM | 56 | 36600 | Stock |
| ISHARES MSCI USA MIN VOL FACTOR ETF | 388 | 36534 | ETF |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER | 866 | 36181 | ETF |
| STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 437 | 36053 | ETF |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 1313 | 35722 | ETF |
| VALERO ENERGY CORP COM | 219 | 35651 | Stock |
| WHEATON PRECIOUS METALS CORP COM | 300 | 35256 | Stock |
| WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | 887 | 35037 | Stock |
| MONDELEZ INTL INC CL A | 648 | 34882 | Stock |
| NUVEEN AMT FREE QLTY MUN INCME COM | 2975 | 34599 | CEF |
| QUALCOMM INC COM | 201 | 34381 | Stock |
| HANCOCK JOHN TAX-ADVANTAGED DI COM | 1445 | 34189 | CEF |
| CROWDSTRIKE HLDGS INC CL A | 72 | 33751 | Stock |
| INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF- JUNE | 1130 | 33022 | ETF |
| ISHARES MORNINGSTAR SMALL-CAP ETF | 500 | 32506 | ETF |
| COLGATE PALMOLIVE CO COM | 400 | 31608 | Stock |
| PROGRESSIVE CORP COM | 138 | 31361 | Stock |
| INVESCO BLOOMBERG PRICING POWER ETF | 346 | 31106 | ETF |
| ISHARES U.S. TREASURY BOND ETF | 1338 | 30807 | ETF |
| PUTNAM MASTER INTER INCOME TR SH BEN INT | 9220 | 30795 | CEF |
| STATE STREET SPDR S&P DIVIDEND ETF | 217 | 30198 | ETF |
| SOUTHERN COPPER CORP COM | 210 | 30129 | Stock |
| INGERSOLL RAND INC COM | 374 | 29628 | Stock |
| CME GROUP INC COM | 108 | 29523 | Stock |
| EVERUS CONSTR GROUP COM | 345 | 29518 | Stock |
| VANGUARD SMALL-CAP GROWTH ETF | 97 | 29305 | ETF |
| LAM RESEARCH CORP COM NEW | 170 | 29101 | Stock |
| UNILEVER PLC SPON ADR NEW | 444 | 29038 | ADR |
| ONEOK INC NEW COM | 394 | 28959 | Stock |
| T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | 750 | 28665 | ETF |
| AMERICAN TOWER CORP NEW COM | 163 | 28618 | REIT |
| ISHARES RUSSELL 2000 ETF | 116 | 28555 | ETF |
| TARGET CORP COM | 292 | 28535 | Stock |
| PPL CORP COM | 800 | 28016 | Stock |
| INVESCO BULLETSHARES 2035 CORPORATE BOND ETF | 1335 | 27781 | ETF |
| DOMO INC COM CL B | 3267 | 27541 | Stock |
| THE CIGNA GROUP COM | 100 | 27523 | Stock |
| IQVIA HLDGS INC COM | 118 | 26598 | Stock |
| CARRIER GLOBAL CORPORATION COM | 500 | 26420 | Stock |
| DTE ENERGY CO COM | 200 | 25796 | Stock |
| ZOETIS INC CL A | 200 | 25164 | Stock |
| LOWES COS INC COM | 103 | 24796 | Stock |
| GRAYSCALE BITCOIN TRUST ETF | 358 | 24473 | ETF |
| VERIZON COMMUNICATIONS INC COM | 600 | 24438 | Stock |
| AUTOMATIC DATA PROCESSING INC COM | 93 | 24037 | Stock |
| APPLOVIN CORP COM CL A | 35 | 23584 | Stock |
| NIKE INC CL B | 366 | 23344 | Stock |
| VANGUARD MORTGAGE-BACKED SECURITIES ETF | 493 | 23195 | ETF |
| ASTRAZENECA PLC SPONSORED ADR | 250 | 22983 | ADR |
| ISHARES U.S. AEROSPACE & DEFENSE ETF | 105 | 22542 | ETF |
| BANK AMERICA CORP COM | 400 | 22000 | Stock |
| TR ACTIVEBETA US LARGE CAP EQUITY ETF | 164 | 21709 | ETF |
| TWILIO INC CL A | 150 | 21336 | Stock |
| ISHARES GLOBAL 100 ETF | 161 | 20394 | ETF |
| STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | 160 | 20202 | ETF |
| KIMBERLY-CLARK CORP COM | 200 | 20178 | Stock |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH | 445 | 19999 | ETF |
| ISHARES CORE DIVIDEND GROWTH ETF | 288 | 19993 | ETF |
| PUTNAM MANAGED MUN INCOME TR COM | 3105 | 19468 | CEF |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 454 | 19381 | ETF |
| BOSTON SCIENTIFIC CORP COM | 200 | 19070 | Stock |
| PEMBINA PIPELINE CORP COM | 500 | 19030 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 406 | 19025 | ETF |
| NUVEEN DOW 30 DYNMC OVERWRT FD SHS | 1245 | 18999 | CEF |
| WELLTOWER INC COM | 100 | 18561 | REIT |
| GALLAGHER ARTHUR J & CO COM | 70 | 18115 | Stock |
| ARK 21SHARES BITCOIN ETF | 621 | 18034 | ETF |
| COMCAST CORP NEW CL A | 600 | 17934 | Stock |
| ALTRIA GROUP INC COM | 304 | 17529 | Stock |
| YUM CHINA HLDGS INC COM | 365 | 17425 | Stock |
| ALLEGION PLC ORD SHS | 108 | 17196 | Stock |
| RIVIAN AUTOMOTIVE INC COM CL A | 860 | 16951 | Stock |
| DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 517 | 16921 | ETF |
| XCEL ENERGY INC COM | 228 | 16840 | Stock |
| LENNAR CORP CL A | 164 | 16820 | Stock |
| HUNTINGTON INGALLS INDS INC COM | 49 | 16663 | Stock |
| WISDOMTREE EQUITY PREMIUM INCOME FUND | 499 | 16477 | ETF |
| HEWLETT PACKARD ENTERPRISE CO COM | 684 | 16430 | Stock |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 369 | 16387 | ETF |
| VANGUARD SHORT-TERM BOND ETF | 205 | 16156 | ETF |
| HP INC COM | 715 | 15930 | Stock |
| ISHARES RUSSELL 2500 ETF | 207 | 15513 | ETF |
| OREILLY AUTOMOTIVE INC COM | 165 | 15050 | Stock |
| DYNEX CAP INC COM | 1066 | 14935 | REIT |
| SM ENERGY CO COM | 795 | 14863 | Stock |
| CTO RLTY GROWTH INC NEW COM | 798 | 14691 | REIT |
| CORTEVA INC COM | 219 | 14680 | Stock |
| EATON VANCE ENHANCED EQUITY IN COM | 625 | 14631 | CEF |
| CAPITAL ONE FINL CORP COM | 60 | 14542 | Stock |
| ARES CAPITAL CORP COM | 709 | 14343 | CEF |
| AMENTUM HOLDINGS INC COM | 493 | 14297 | Stock |
| MARRIOTT INTL INC NEW CL A | 46 | 14271 | Stock |
| INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER | 405 | 14118 | ETF |
| FIRSTENERGY CORP COM | 315 | 14103 | Stock |
| BROOKFIELD REAL ASSETS INCOME SHS BEN INT | 1067 | 13828 | CEF |
| INVESCO S&P 500 QUALITY ETF | 184 | 13778 | ETF |
| KINDER MORGAN INC DEL COM | 500 | 13745 | Stock |
| MARVELL TECHNOLOGY INC COM | 160 | 13597 | Stock |
| GLOBAL X U.S. PREFERRED ETF | 717 | 13558 | ETF |
| US BANCORP DEL COM NEW | 254 | 13534 | Stock |
| MDU RES GROUP INC COM | 690 | 13469 | Stock |
| DEXCOM INC COM | 200 | 13274 | Stock |
| TEXAS PACIFIC LAND CORPORATION COM | 45 | 12925 | Stock |
| MOODYS CORP COM | 25 | 12771 | Stock |
| HONEYWELL INTL INC COM | 65 | 12681 | Stock |
| NU HLDGS LTD ORD SHS CL A | 750 | 12555 | Stock |
| FIRST TRUST PREFERRED SECURITIES & INCOME ETF | 686 | 12508 | ETF |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 276 | 12489 | ETF |
| VIATRIS INC COM | 1000 | 12450 | Stock |
| SHELL PLC SPON ADS | 165 | 12124 | ADR |
| SPDR S&P MIDCAP 400 ETF TRUST | 20 | 12066 | ETF |
| DT MIDSTREAM INC COMMON STOCK | 100 | 11968 | Stock |
| ESSENTIAL UTILS INC COM | 300 | 11508 | Stock |
| BERKLEY W R CORP COM | 160 | 11219 | Stock |
| ARROWMARK FINANCIAL CORP COM | 511 | 11150 | CEF |
| AIRBNB INC COM CL A | 80 | 10858 | Stock |
| STARWOOD PPTY TR INC COM | 600 | 10806 | REIT |
| AMERIPRISE FINL INC COM | 22 | 10787 | Stock |
| MORGAN STANLEY COM NEW | 60 | 10726 | Stock |
| ISHARES RUSSELL MIDCAP ETF | 111 | 10686 | ETF |
| SAMSARA INC COM CL A | 300 | 10635 | Stock |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | 228 | 10586 | ETF |
| SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | 334 | 10537 | ETF |
| EATON CORP PLC SHS | 33 | 10511 | Stock |
| FORD MTR CO COM | 800 | 10496 | Stock |
| KKR INCOME OPPORTUNITIES FD COM | 903 | 10466 | CEF |
| KENVUE INC COM | 600 | 10350 | Stock |
| CONSTELLATION BRANDS INC CL A | 75 | 10347 | Stock |
| SOLVENTUM CORP COM SHS | 129 | 10222 | Stock |
| VANGUARD MID-CAP VALUE ETF | 57 | 10110 | ETF |
| FORTUNE BRANDS INNOVATIONS INC COM | 200 | 10004 | Stock |
| INVESCO S&P 500 MOMENTUM ETF | 83 | 9904 | ETF |
| FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 399 | 9879 | ETF |
| PERMIAN RESOURCES CORP CLASS A COM | 700 | 9821 | Stock |
| BURLINGTON STORES INC COM | 34 | 9821 | Stock |
| SMUCKER J M CO COM NEW | 100 | 9781 | Stock |
| DIMENSIONAL INTERNATIONAL VALUE ETF | 193 | 9616 | ETF |
| UNLIMITED HFEQ EQUITY LONG/SHORT ETF | 434 | 9044 | ETF |
| FIRST TRUST CLOUD COMPUTING ETF | 69 | 8976 | ETF |
| DUPONT DE NEMOURS INC COM | 222 | 8924 | Stock |
| FERRARI N V COM | 24 | 8869 | Stock |
| CVS HEALTH CORP COM | 111 | 8809 | Stock |
| STRYKER CORPORATION COM | 25 | 8787 | Stock |
| OTIS WORLDWIDE CORP COM | 100 | 8735 | Stock |
| ULTA BEAUTY INC COM | 14 | 8470 | Stock |
| VALMONT INDS INC COM | 21 | 8449 | Stock |
| FIRST INTST BANCSYSTEM INC COM | 240 | 8304 | Stock |
| BITWISE BITCOIN ETF TRUST | 171 | 8133 | ETF |
| MERCADOLIBRE INC COM | 4 | 8057 | Stock |
| SPDR GOLD SHARES | 20 | 7926 | ETF |
| BIOATLA INC COM | 13769 | 7817 | Stock |
| GALAXY DIGITAL INC. CL A | 346 | 7737 | Stock |
| CONOCOPHILLIPS COM | 82 | 7676 | Stock |
| STRATEGY INC CL A NEW | 50 | 7598 | Stock |
| ISHARES FUTURE AI & TECH ETF | 156 | 7516 | ETF |
| VANGUARD MEGA CAP GROWTH ETF | 18 | 7430 | ETF |
| ALGER CONCENTRATED EQUITY ETF | 212 | 7289 | ETF |
| COINBASE GLOBAL INC COM CL A | 32 | 7236 | Stock |
| BOEING CO COM | 33 | 7165 | Stock |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | 165 | 7158 | ETF |
| KRANESHARES HEDGEYE HEDGED EQUITY INDEX ETF | 260 | 7137 | ETF |
| FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF | 50 | 7106 | ETF |
| LOGITECH INTL S A SHS | 67 | 6715 | Stock |
| SUNRUN INC COM | 360 | 6624 | Stock |
| MFS GOVT MKTS INCOME TR SH BEN INT | 2136 | 6461 | CEF |
| WESCO INTL INC COM | 26 | 6361 | Stock |
| HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW | 180 | 6314 | CEF |
| CARMAX INC COM | 159 | 6144 | Stock |
| LANTHEUS HLDGS INC COM | 92 | 6123 | Stock |
| WILLIAMS COS INC COM | 101 | 6096 | Stock |
| GILEAD SCIENCES INC COM | 49 | 6014 | Stock |
| RYDER SYS INC COM | 31 | 5933 | Stock |
| PULTE GROUP INC COM | 50 | 5863 | Stock |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 52 | 5730 | ETF |
| CLOROX CO DEL COM | 57 | 5718 | Stock |
| ROYAL CARIBBEAN GROUP COM | 20 | 5578 | Stock |
| LAMB WESTON HLDGS INC COM | 132 | 5529 | Stock |
| HYATT HOTELS CORP COM CL A | 33 | 5291 | Stock |
| TRAVELERS COMPANIES INC COM | 18 | 5283 | Stock |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 50 | 5204 | ETF |
| ATLASSIAN CORPORATION CL A | 32 | 5188 | Stock |
| NOVO-NORDISK A S ADR | 100 | 5088 | ADR |
| VICTORYSHARES FREE CASH FLOW GROWTH ETF | 176 | 4956 | ETF |
| MARATHON PETE CORP COM | 30 | 4879 | Stock |
| SCHWAB U.S. BROAD MARKET ETF | 181 | 4748 | ETF |
| METLIFE INC COM | 60 | 4736 | Stock |
| UNITEDHEALTH GROUP INC COM | 14 | 4622 | Stock |
| SEMPRA COM | 52 | 4559 | Stock |
| ADOBE INC COM | 13 | 4550 | Stock |
| ALGER MID CAP 40 ETF | 216 | 4548 | ETF |
| WISDOMTREE FLOATING RATE TREASURY FUND | 90 | 4539 | ETF |
| GENERAL DYNAMICS CORP COM | 13 | 4495 | Stock |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 93 | 4494 | ETF |
| OTTER TAIL CORP COM | 55 | 4445 | Stock |
| CYBIN INC COM NEW | 526 | 4303 | Stock |
| ASML HOLDING N V N Y REGISTRY SHS | 4 | 4279 | ADR |
| CROCS INC COM | 50 | 4276 | Stock |
| ROYAL BK CDA COM | 25 | 4262 | Stock |
| AMERICAN ELEC PWR CO INC COM | 36 | 4151 | Stock |
| SOUTHWEST AIRLS CO COM | 100 | 4133 | Stock |
| ELECTRONIC ARTS INC COM | 20 | 4087 | Stock |
| AIR PRODS & CHEMS INC COM | 16 | 4042 | Stock |
| EATON VANCE MORTGAGE OPPORTUNITIES ETF | 75 | 3805 | ETF |
| CURIOSITYSTREAM INC COM CL A | 991 | 3766 | Stock |
| MEDTRONIC PLC SHS | 39 | 3746 | Stock |
| ISHARES SILVER TRUST | 58 | 3736 | ETF |
| APTUS DEFINED RISK ETF | 130 | 3701 | ETF |
| LAZARD INC COM | 74 | 3593 | Stock |
| DOW INC COM | 153 | 3577 | Stock |
| MARSH & MCLENNAN COS INC COM | 19 | 3557 | Stock |
| KB HOME COM | 59 | 3328 | Stock |
| ROBLOX CORP CL A | 40 | 3241 | Stock |
| PAYPAL HLDGS INC COM | 54 | 3153 | Stock |
| L3HARRIS TECHNOLOGIES INC COM | 10 | 3058 | Stock |
| FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND | 12 | 2984 | ETF |
| TCW FLEXIBLE INCOME ETF | 73 | 2891 | ETF |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 108 | 2881 | ETF |
| GENERAL MTRS CO COM | 35 | 2846 | Stock |
| BLOCK INC CL A | 43 | 2799 | Stock |
| BRUKER CORP COM | 59 | 2779 | Stock |
| GRAYSCALE BITCOIN MINI TRUST ETF | 71 | 2750 | ETF |
| VAREX IMAGING CORP COM | 235 | 2738 | Stock |
| ISHARES SELECT DIVIDEND ETF | 19 | 2682 | ETF |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 32 | 2674 | ETF |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER | 60 | 2635 | ETF |
| DEFIANCE S&P 500 TARGET INCOME ETF | 148 | 2589 | ETF |
| SO YOUNG INTERNATIONAL INC SPONSORED ADS | 1000 | 2560 | ADR |
| NRG ENERGY INC COM NEW | 16 | 2548 | Stock |
| ELEVANCE HEALTH INC FORMERLY A COM | 7 | 2454 | Stock |
| STRIVE NATURAL RESOURCES AND SECURITY ETF | 60 | 2438 | ETF |
| MILLROSE PPTYS INC COM CL A | 80 | 2390 | reit |
| ISHARES U.S. TELECOMMUNICATIONS ETF | 69 | 2339 | ETF |
| ABRDN PHYSICAL PALLADIUM SHARES ETF | 16 | 2326 | ETF |
| JPMORGAN BETABUILDERS JAPAN ETF | 35 | 2307 | ETF |
| CHUBB LIMITED COM | 7 | 2261 | Stock |
| TEXAS INSTRS INC COM | 13 | 2255 | Stock |
| ILLINOIS TOOL WKS INC COM | 9 | 2244 | Stock |
| GLOBAL X COPPER MINERS ETF | 31 | 2225 | ETF |
| SIMPLIFY PROPEL OPPORTUNITIES ETF | 133 | 2218 | ETF |
| MASTERBRAND INC COMMON STOCK | 200 | 2208 | Stock |
| INVESCO AEROSPACE & DEFENSE ETF | 14 | 2193 | ETF |
| UNLIMITED HFGM GLOBAL MACRO ETF | 76 | 2192 | ETF |
| GLOBAL X NASDAQ 100 COVERED CALL ETF | 122 | 2156 | ETF |
| DELL TECHNOLOGIES INC CL C | 17 | 2156 | Stock |
| KROGER CO COM | 34 | 2124 | Stock |
| SALESFORCE INC COM | 8 | 2119 | Stock |
| VANECK URANIUM AND NUCLEAR ETF | 17 | 2111 | ETF |
| UNITED STATES COPPER INDEX FUND | 58 | 2028 | ETF |
| STATE STREET MATERIALS SELECT SECTOR SPDR ETF | 44 | 1995 | ETF |
| PAYCHEX INC COM | 18 | 1982 | Stock |
| REX FANG & INNOVATION EQUITY PREMIUM INCOME ETF | 43 | 1959 | ETF |
| ISHARES MSCI EAFE ETF | 20 | 1921 | ETF |
| CONAGRA BRANDS INC COM | 108 | 1869 | Stock |
| INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF AUGUST | 65 | 1850 | ETF |
| ARRAY TECHNOLOGIES INC COM SHS | 200 | 1844 | Stock |
| INVESCO S&P MIDCAP MOMENTUM ETF | 13 | 1800 | ETF |
| HF SINCLAIR CORP COM | 39 | 1797 | Stock |
| SANOFI SA SPONSORED ADR | 36 | 1745 | ADR |
| LYFT INC CL A COM | 90 | 1743 | Stock |
| STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | 36 | 1728 | ETF |
| FIRST TRUST ACTIVE FACTOR MID CAP ETF | 50 | 1724 | ETF |
| WESTLAKE CORPORATION COM | 23 | 1701 | Stock |
| INTUITIVE SURGICAL INC COM NEW | 3 | 1699 | Stock |
| ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF | 26 | 1698 | ETF |
| JANUS HENDERSON MID CAP GROWTH ALPHA ETF | 57 | 1658 | ETF |
| BRUNSWICK CORP COM | 22 | 1633 | Stock |
| PEBBLEBROOK HOTEL TR COM | 143 | 1619 | REIT |
| JPMORGAN BETABUILDERS CANADA ETF | 17 | 1581 | ETF |
| STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | 39 | 1574 | ETF |
| JPMORGAN BETABUILDERS EUROPE ETF | 21 | 1539 | ETF |
| GLOBAL X URANIUM ETF | 36 | 1538 | ETF |
| HUMANA INC COM | 6 | 1537 | Stock |
| MONSTER BEVERAGE CORP NEW COM | 20 | 1533 | Stock |
| BROOKDALE SR LIVING INC COM | 142 | 1532 | Stock |
| NEOS RUSSELL 2000 HIGH INCOME ETF | 30 | 1460 | ETF |
| AMPLIFY JUNIOR SILVER MINERS ETF | 52 | 1439 | ETF |
| HARLEY DAVIDSON INC COM | 70 | 1434 | Stock |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 17 | 1424 | ETF |
| ROCKET COS INC COM CL A | 73 | 1413 | Stock |
| GLOBAL X S&P 500 RISK MANAGED INCOME ETF | 78 | 1394 | ETF |
| DOCUSIGN INC COM | 20 | 1368 | Stock |
| VANECK JUNIOR GOLD MINERS ETF | 12 | 1365 | ETF |
| SPROTT ACTIVE GOLD & SILVER MINERS ETF | 31 | 1354 | ETF |
| ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | 29 | 1247 | ETF |
| PRICE T ROWE GROUP INC COM | 12 | 1229 | Stock |
| TEMA ELECTRIFICATION ETF | 42 | 1215 | ETF |
| JOBY AVIATION INC WT EXP 081026 | 300 | 1188 | Stock |
| ALPS ELECTRIFICATION INFRASTRUCTURE ETF | 33 | 1161 | ETF |
| ROBINHOOD MKTS INC COM CL A | 10 | 1131 | Stock |
| KONTOOR BRANDS INC COM | 18 | 1100 | Stock |
| ECHOSTAR CORP CL A | 10 | 1087 | Stock |
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 21 | 1087 | ETF |
| JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF | 19 | 1070 | ETF |
| UBER TECHNOLOGIES INC COM | 13 | 1062 | Stock |
| VANGUARD SMALL CAP VALUE ETF | 5 | 1059 | ETF |
| NORWEGIAN CRUISE LINE HLDG LTD SHS | 46 | 1027 | Stock |
| SIGNET JEWELERS LIMITED SHS | 12 | 995 | Stock |
| ISHARES TIPS BOND ETF | 9 | 989 | ETF |
| BAUSCH HEALTH COS INC COM | 137 | 952 | Stock |
| DXC TECHNOLOGY CO COM | 54 | 791 | Stock |
| PRUDENTIAL FINL INC COM | 7 | 790 | Stock |
| WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND | 30 | 774 | ETF |
| PG&E CORP COM | 48 | 771 | Stock |
| ISHARES PREFERRED & INCOME SECURITIES ETF | 24 | 743 | ETF |
| CHARGEPOINT HOLDINGS INC COM SHS | 100 | 664 | Stock |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 8 | 656 | Stock |
| DISNEY WALT CO COM | 5 | 589 | Stock |
| OCCIDENTAL PETE CORP COM | 14 | 576 | Stock |
| LEMONADE INC COM | 8 | 569 | Stock |
| ISHARES ETHEREUM TRUST ETF | 25 | 561 | ETF |
| ATAI BECKLEY NV SHS | 126 | 515 | Stock |
| STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | 11 | 503 | ETF |
| MYERS INDS INC COM | 25 | 468 | Stock |
| REALTY INCOME CORP COM | 8 | 451 | REIT |
| ROUNDHILL INNOVATION-100 0DTE COVERED CALL STRATEGY ETF | 14 | 432 | ETF |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 4 | 414 | ETF |
| DAQO NEW ENERGY CORP SPNSRD ADS NEW | 13 | 384 | ADR |
| BITMINE IMMERSION TECNOLOGIES COM NEW | 14 | 380 | Stock |
| TECTONIC THERAPEUTIC INC COM | 18 | 375 | Stock |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.