Harbor Asset Planning, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Harbor Asset Planning, Inc. held in its portfolio 433 assets valued at $116,995,244 (i.e. $117.00M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($5.32M), VANGUARD INDEX FDS ($5.31M), and ISHARES TR ($4.75M).
The chart below shows the top 10 valuable assets, and the table below shows the top 433 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Harbor Asset Planning, Inc. - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 162992 | 5316952 | US LCAP GR ETF |
| VANGUARD INDEX FDS | 15824 | 5305175 | TOTAL STK MKT |
| ISHARES TR | 6927 | 4744996 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 23720 | 4530009 | VALUE ETF |
| INVESCO EXCH TRADED FD TR II | 35335 | 4046234 | S&P 500 REVENUE |
| GOLDMAN SACHS ETF TR | 82334 | 3535334 | ACTIVEBETA INT |
| INVESCO EXCHANGE TRADED FD T | 52240 | 2958332 | S&P500 EQL IND |
| VANGUARD WORLD FD | 3602 | 2716131 | INF TECH ETF |
| DIMENSIONAL ETF TRUST | 70849 | 2700124 | INTL CORE EQT MK |
| ISHARES TR | 35915 | 2689244 | US SML CAP EQT |
| SCHWAB STRATEGIC TR | 95549 | 2571221 | US LRG CAP ETF |
| INVESCO EXCHANGE TRADED FD T | 24926 | 2552386 | S&P MDCP QUALITY |
| FIDELITY COVINGTON TRUST | 28969 | 2251869 | MSCI FINLS IDX |
| ISHARES TR | 21773 | 2185686 | 0-3 MNTH TREASRY |
| AMPLIFY ETF TR | 48676 | 2166030 | CWP ENHANCED DIV |
| VANGUARD INDEX FDS | 6594 | 2075601 | LARGE CAP ETF |
| SELECT SECTOR SPDR TR | 12054 | 1870400 | STATE STREET IND |
| VANGUARD INDEX FDS | 6112 | 1847634 | SML CP GRW ETF |
| SCHWAB STRATEGIC TR | 67597 | 1839288 | FUNDAMENTAL US L |
| VANGUARD WORLD FD | 6204 | 1785249 | HEALTH CAR ETF |
| APPLE INC | 5368 | 1459072 | COM |
| ALPHABET INC | 4505 | 1410130 | CAP STK CL A |
| FIDELITY COVINGTON TRUST | 22642 | 1283556 | HIGH DIVID ETF |
| ISHARES TR | 2706 | 1281053 | RUS 1000 GRW ETF |
| VANGUARD INDEX FDS | 2610 | 1273204 | GROWTH ETF |
| ISHARES TR | 3396 | 1267470 | RUS 1000 ETF |
| FIDELITY COVINGTON TRUST | 33956 | 1235361 | ENHANCED MID |
| FIDELITY COVINGTON TRUST | 33420 | 1203654 | ENHANCED LARGE |
| VANGUARD WORLD FD | 4734 | 1188920 | MEGA CAP INDEX |
| DIMENSIONAL ETF TRUST | 15854 | 1175683 | US EQUITY MARKET |
| VANECK ETF TRUST | 45957 | 1171014 | IG FLOATING RATE |
| VANGUARD WHITEHALL FDS | 12895 | 1160532 | INTL HIGH ETF |
| ISHARES TR | 22542 | 1146543 | FLTG RATE NT ETF |
| AMERICAN CENTY ETF TR | 11185 | 1140678 | US SML CP VALU |
| SCHWAB STRATEGIC TR | 32308 | 1018089 | FUNDAMENTAL US S |
| PACER FDS TR | 15595 | 938474 | US CASH COWS 100 |
| MICROSOFT CORP | 1925 | 930676 | COM |
| ISHARES TR | 9179 | 883636 | RUS MID CAP ETF |
| SPDR SERIES TRUST | 8141 | 812466 | STATE STREET SPD |
| ISHARES TR | 3769 | 792951 | RUS 1000 VAL ETF |
| J P MORGAN EXCHANGE TRADED F | 13741 | 786644 | EQUITY PREMIUM |
| INVESCO EXCHANGE TRADED FD T | 15618 | 732743 | RAFI US 1000 ETF |
| ISHARES TR | 5663 | 729503 | ESG MSCI KLD 400 |
| INVESCO QQQ TR | 1116 | 686198 | UNIT SER 1 |
| JOHN HANCOCK EXCHANGE TRADED | 10026 | 656472 | MULTIFACTOR MI |
| ISHARES TR | 7036 | 649092 | U.S. FIN SVC ETF |
| ISHARES TR | 2152 | 648611 | ISHARES SEMICDTR |
| INVESCO EXCHANGE TRADED FD T | 8554 | 641933 | S&P500 QUALITY |
| J P MORGAN EXCHANGE TRADED F | 9459 | 609061 | SMALL &MID CAP |
| INVESCO EXCHANGE TRADED FD T | 18991 | 604948 | S&P500 EQL HLT |
| HOME DEPOT INC | 1596 | 549242 | COM |
| SELECT SECTOR SPDR TR | 3698 | 532570 | STATE STREET TEC |
| AUTODESK INC | 1782 | 527490 | COM |
| SCHWAB STRATEGIC TR | 19711 | 517023 | US BRD MKT ETF |
| ISHARES TR | 2584 | 513173 | MSCI USA QLT FCT |
| INVESCO EXCH TRADED FD TR II | 6559 | 468433 | S&P500 LOW VOL |
| AMERICAN CENTY ETF TR | 5532 | 455380 | INTL EQT ETF |
| VANGUARD WORLD FD | 2371 | 439279 | UTILITIES ETF |
| ATN INTL INC | 18538 | 422676 | COM |
| SELECT SECTOR SPDR TR | 7512 | 411461 | STATE STREET FIN |
| VANGUARD WORLD FD | 1869 | 394853 | CONSUM STP ETF |
| VANGUARD SPECIALIZED FUNDS | 1788 | 392931 | DIV APP ETF |
| ISHARES TR | 3152 | 378876 | CORE S&P SCP ETF |
| INVESCO EXCHANGE TRADED FD T | 4733 | 371593 | S&P500 EQL FIN |
| BERKSHIRE HATHAWAY INC DEL | 737 | 370453 | CL B NEW |
| VANGUARD INDEX FDS | 1337 | 345208 | SMALL CP ETF |
| SCHWAB STRATEGIC TR | 12558 | 344467 | US DIVIDEND EQ |
| VANGUARD WORLD FD | 2819 | 341023 | ESG US STK ETF |
| VANGUARD WORLD FD | 1760 | 340783 | COMM SRVC ETF |
| GLOBAL X FDS | 6832 | 326553 | US INFR DEV ETF |
| VANGUARD INDEX FDS | 1424 | 301506 | SM CP VAL ETF |
| ISHARES TR | 2130 | 300724 | SELECT DIVID ETF |
| FIRST TR EXCHANGE-TRADED FD | 3185 | 294668 | CAP STRENGTH ETF |
| ISHARES TR | 1054 | 291997 | RUS TP200 GR ETF |
| SELECT SECTOR SPDR TR | 2441 | 287323 | STATE STREET COM |
| SPDR S&P 500 ETF TR | 404 | 275606 | TR UNIT |
| AMERICAN CENTY ETF TR | 2291 | 262424 | US QUALITY GROW |
| AMAZON COM INC | 1136 | 262212 | COM |
| VANGUARD TAX-MANAGED FDS | 4003 | 250105 | VAN FTSE DEV MKT |
| FIDELITY COVINGTON TRUST | 3026 | 249559 | MSCI INDL INDX |
| SCHWAB STRATEGIC TR | 8263 | 244642 | US LCAP VA ETF |
| VANGUARD WELLINGTON FD | 1618 | 243872 | US MULTIFACTOR |
| INVESCO EXCHANGE TRADED FD T | 1918 | 243843 | LARGE CAP GROWTH |
| INVESCO EXCHANGE TRADED FD T | 1655 | 229123 | S&P MDCP MOMNTUM |
| PULTE GROUP INC | 1886 | 221152 | COM |
| CONSOLIDATED EDISON INC | 2211 | 219559 | COM |
| ISHARES TR | 1558 | 217008 | ESG OPTIMIZED |
| ELI LILLY &CO | 200 | 215281 | COM |
| GLOBAL X FDS | 3871 | 196902 | ARTIFICIAL ETF |
| INVESCO EXCHANGE TRADED FD T | 1643 | 194085 | S&P 100 EQL WIGH |
| JOHNSON &JOHNSON | 928 | 192116 | COM |
| WISDOMTREE TR | 2127 | 190218 | US QTLY DIV GRT |
| SCHWAB STRATEGIC TR | 6969 | 185168 | FUNDAMENTAL US B |
| SCHWAB STRATEGIC TR | 4037 | 182520 | FUNDAMENTAL INTL |
| NUSHARES ETF TR | 4034 | 180128 | NUVEEN ESG SMLCP |
| DANAHER CORPORATION | 772 | 176726 | COM |
| ISHARES INC | 7506 | 176619 | US POWER INFRAST |
| INVESCO EXCHANGE TRADED FD T | 2599 | 172938 | LARGE CAP VALUE |
| ANALOG DEVICES INC | 631 | 171127 | COM |
| J P MORGAN EXCHANGE TRADED F | 3334 | 168647 | ULTRA SHRT ETF |
| ISHARES TR | 1350 | 166374 | S&P 500 GRWT ETF |
| INTEL CORP | 4412 | 162803 | COM |
| BROADCOM INC | 460 | 159206 | COM |
| TIDAL TRUST I | 4993 | 157595 | SONICSHARES GBL |
| KKR &CO INC | 1197 | 152643 | COM |
| VANGUARD WORLD FD | 1206 | 151882 | ENERGY ETF |
| FIDELITY COVINGTON TRUST | 2730 | 149713 | BLUE CHIP GRWTH |
| J P MORGAN EXCHANGE TRADED F | 2428 | 147402 | DIV RTN EM EQT |
| ORACLE CORP | 750 | 146183 | COM |
| J P MORGAN EXCHANGE TRADED F | 2284 | 144270 | US QUALTY FCTR |
| ISHARES TR | 559 | 140022 | MSCI USA MMENTM |
| ISHARES TR | 1192 | 135581 | SP SMCP600VL ETF |
| VANGUARD WELLINGTON FD | 697 | 133190 | US MOMENTUM |
| ISHARES TR | 2062 | 128104 | U.S. MED DVC ETF |
| EXXON MOBIL CORP | 1054 | 126750 | COM |
| PROCTER AND GAMBLE CO | 856 | 122585 | COM |
| COSTCO WHSL CORP NEW | 138 | 119015 | COM |
| NUSHARES ETF TR | 1208 | 118168 | NUVEEN ESG LRGCP |
| ISHARES TR | 1669 | 115876 | CORE DIV GRWTH |
| INVESCO EXCHANGE TRADED FD T | 2533 | 115246 | S&P500 EQL TEC |
| ISHARES TR | 1277 | 114234 | CORE MSCI EAFE |
| ISHARES TR | 1077 | 113828 | EXPANDED TECH |
| ISHARES TR | 1163 | 113309 | GLOB HLTHCRE ETF |
| GOLDMAN SACHS ETF TR | 825 | 109254 | ACTIVEBETA US LG |
| ISHARES TR | 2007 | 106677 | CORE DIVID ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 349 | 106139 | SPONSORED ADS |
| APOLLO GLOBAL MGMT INC | 726 | 105084 | COM |
| ACCENTURE PLC IRELAND | 385 | 103296 | SHS CLASS A |
| J P MORGAN EXCHANGE TRADED F | 1553 | 103159 | HEDGED EQUITY LA |
| VANGUARD WORLD FD | 770 | 102866 | FINANCIALS ETF |
| I3 VERTICALS INC | 4000 | 100760 | COM CL A |
| ALPHABET INC | 320 | 100481 | CAP STK CL C |
| ISHARES TR | 737 | 100444 | U.S. INSRNCE ETF |
| NUSHARES ETF TR | 2058 | 98274 | NUVEEN ESG MIDCP |
| ISHARES TR | 689 | 97180 | RUS MDCP VAL ETF |
| BLACKSTONE INC | 628 | 96826 | COM |
| ELEVANCE HEALTH INC FORMERLY | 276 | 96752 | COM |
| COMCAST CORP NEW | 3208 | 95900 | CL A |
| HONEYWELL INTL INC | 491 | 95789 | COM |
| VANGUARD INDEX FDS | 330 | 95620 | MID CAP ETF |
| SPDR INDEX SHS FDS | 2111 | 93761 | PORTFOLIO DEVLPD |
| VANGUARD SCOTTSDALE FDS | 1138 | 90731 | SHRT TRM CORP BD |
| ISHARES TR | 1342 | 88527 | CORE S&P MCP ETF |
| VERIZON COMMUNICATIONS INC | 2136 | 87016 | COM |
| FIRST TR EXCHANGE TRADED FD | 506 | 85174 | TECH ALPHADEX |
| SCHWAB STRATEGIC TR | 3527 | 84772 | INTL EQTY ETF |
| PEPSICO INC | 574 | 82381 | COM |
| XCEL ENERGY INC | 1092 | 80655 | COM |
| AMERISAFE INC | 2089 | 80238 | COM |
| CISCO SYS INC | 1036 | 79851 | COM |
| ISHARES INC | 749 | 77391 | MSCI EQUAL WEITE |
| SCHWAB CHARLES CORP | 762 | 76089 | COM |
| UNILEVER PLC | 1155 | 75537 | SPON ADR NEW |
| INVESCO EXCH TRADED FD TR II | 1138 | 74590 | RAFI DVLPD MRKTS |
| FIDELITY COVINGTON TRUST | 1954 | 73822 | ENHANCED SMALL |
| INVESCO EXCHANGE TRADED FD T | 1595 | 73215 | RAFI US 1500 |
| SELECT SECTOR SPDR TR | 1705 | 72773 | STATE STREET UTI |
| ABBVIE INC | 313 | 71517 | COM |
| RYDER SYS INC | 369 | 70623 | COM |
| ISHARES INC | 2030 | 70551 | CUR HD MSCI EM |
| SPDR S&P MIDCAP 400 ETF TR | 116 | 70199 | UTSER1 S&PDCRP |
| VANECK ETF TRUST | 194 | 70014 | SEMICONDUCTR ETF |
| INVESCO EXCHANGE TRADED FD T | 364 | 69733 | S&P500 EQL WGT |
| PHILLIPS 66 | 533 | 68815 | COM |
| BLACKROCK ETF TRUST | 1115 | 67816 | ISHARES US EQUIT |
| TE CONNECTIVITY PLC | 296 | 67343 | ORD SHS |
| LPL FINL HLDGS INC | 187 | 66852 | COM |
| SCHWAB STRATEGIC TR | 2329 | 66333 | US SML CAP ETF |
| COCA COLA CO | 938 | 65633 | COM |
| DIMENSIONAL ETF TRUST | 1709 | 64942 | INTL SMALL CAP V |
| DIREXION SHS ETF TR | 632 | 64677 | NAS100 EQL WGT |
| ISHARES TR | 1497 | 61935 | HDG MSCI EAFE |
| VANGUARD INDEX FDS | 98 | 61775 | S&P 500 ETF SHS |
| INVESCO EXCHANGE TRADED FD T | 782 | 61598 | SEMICONDUCTORS |
| NOVARTIS AG | 441 | 60800 | SPONSORED ADR |
| CARDINAL HEALTH INC | 294 | 60417 | COM |
| ISHARES TR | 753 | 58372 | EAFE SML CP ETF |
| VANGUARD INDEX FDS | 325 | 57829 | MCAP VL IDXVIP |
| VANGUARD WHITEHALL FDS | 398 | 57123 | HIGH DIV YLD |
| VANGUARD WORLD FD | 402 | 56709 | MEGA CAP VAL ETF |
| INVESCO EXCHANGE TRADED FD T | 965 | 55126 | S&P SMCP VLU MNT |
| ISHARES TR | 443 | 53928 | CORE HIGH DV ETF |
| ISHARES INC | 778 | 52292 | CORE MSCI EMKT |
| WALMART INC | 468 | 52140 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 187 | 51498 | ORD SHS |
| KRANESHARES TRUST | 1677 | 51201 | ELEC VEH FUTUR |
| VANGUARD INTL EQUITY INDEX F | 353 | 50642 | FTSE SMCAP ETF |
| DELL TECHNOLOGIES INC | 401 | 50478 | CL C |
| INVESCO EXCHANGE TRADED FD T | 321 | 50422 | AEROSPACE DEFN |
| SNAP ON INC | 146 | 50312 | COM |
| CATERPILLAR INC | 88 | 50225 | COM |
| ISHARES TR | 603 | 49734 | CORE MSCI INTL |
| THERMO FISHER SCIENTIFIC INC | 85 | 49253 | COM |
| J P MORGAN EXCHANGE TRADED F | 393 | 48688 | JPMORGAN DIVER |
| ISHARES U S ETF TR | 967 | 48658 | SHORT MATURITY M |
| TC ENERGY CORP | 882 | 48519 | COM |
| VANGUARD SCOTTSDALE FDS | 800 | 47919 | INTER TERM TREAS |
| VANGUARD INTL EQUITY INDEX F | 640 | 47053 | ALLWRLD EX US |
| ISHARES TR | 442 | 46441 | GLOBAL TECH ETF |
| BANK MONTREAL QUE | 352 | 45805 | COM |
| ISHARES TR | 417 | 44675 | NATIONAL MUN ETF |
| WISDOMTREE TR | 501 | 44092 | US LARGECAP DIVD |
| INVESCO EXCHANGE TRADED FD T | 592 | 42642 | S&P SMLCP MOMENT |
| ISHARES TR | 494 | 42591 | MSCI EAFE MIN VL |
| ISHARES U S ETF TR | 450 | 41998 | INT RT HDG C B |
| ISHARES TR | 248 | 41814 | ISHARES BIOTECH |
| FLEXSHARES TR | 511 | 41307 | QUALT DIVD IDX |
| ISHARES INC | 634 | 40630 | MSCI EMERG MRKT |
| SUNOCO LP/SUNOCO FIN CORP | 762 | 39936 | COM UT REP LP |
| GENERAL DYNAMICS CORP | 119 | 39914 | COM |
| SELECT SECTOR SPDR TR | 981 | 39558 | STATE STREET REA |
| PACER FDS TR | 888 | 39364 | US SMALL CAP CAS |
| ISHARES TR | 904 | 39149 | MSCI USA SMCP MN |
| FIDELITY COVINGTON TRUST | 542 | 39145 | VLU FACTOR ETF |
| ISHARES BITCOIN TRUST ETF | 788 | 39124 | SHS BEN INT |
| FIDELITY COVINGTON TRUST | 523 | 38852 | MSCI HLTH CARE I |
| VANGUARD ADMIRAL FDS INC | 87 | 38787 | 500 GRTH IDX F |
| KENON HLDGS LTD | 584 | 38725 | SHS |
| TRAVELERS COMPANIES INC | 130 | 37708 | COM |
| TAKE-TWO INTERACTIVE SOFTWAR | 147 | 37636 | COM |
| KILROY RLTY CORP | 1000 | 37370 | COM |
| ISHARES TR | 829 | 37008 | ESG SELECT SCRE |
| L3HARRIS TECHNOLOGIES INC | 126 | 36875 | COM |
| DBX ETF TR | 764 | 36661 | XTRACK MSCI EURP |
| ISHARES TR | 321 | 36610 | EAFE GRWTH ETF |
| ISHARES TR | 113 | 36526 | RUS 2000 GRW ETF |
| FLEXSHARES TR | 594 | 35953 | STOXX GLOBR INF |
| INVESCO EXCHANGE TRADED FD T | 605 | 35884 | S&P 500 TOP 50 |
| ISHARES TR | 416 | 35326 | U.S. PHARMA ETF |
| PIMCO ETF TR | 700 | 35303 | SHTRM MUN BD ACT |
| ISHARES INC | 485 | 35224 | MSCI EMRG CHN |
| ARES CAPITAL CORP | 1725 | 34897 | COM |
| INVESCO EXCHANGE TRADED FD T | 586 | 34868 | AI AND NEXT GEN |
| CVS HEALTH CORP | 438 | 34800 | COM |
| J P MORGAN EXCHANGE TRADED F | 371 | 34429 | ACTIVE GROWTH |
| DISNEY WALT CO | 301 | 34288 | COM |
| QUALCOMM INC | 200 | 34210 | COM |
| VANGUARD STAR FDS | 446 | 33628 | VG TL INTL STK F |
| ISHARES TR | 154 | 32756 | S&P 500 VAL ETF |
| NVIDIA CORPORATION | 175 | 32640 | COM |
| ISHARES TR | 218 | 32372 | US INDUSTRIALS |
| OMNICOM GROUP INC | 400 | 32300 | COM |
| AMERICAN CENTY ETF TR | 285 | 31833 | US EQT ETF |
| ISHARES TR | 621 | 31410 | ULTRA SHORT DUR |
| VANGUARD INTL EQUITY INDEX F | 583 | 31331 | FTSE EMR MKT ETF |
| ISHARES TR | 156 | 31214 | U.S. TECH ETF |
| VANGUARD WORLD FD | 75 | 31122 | MEGA GRWTH IND |
| INVESCO EXCHANGE TRADED FD T | 414 | 30928 | S&P500 EQL UTL |
| KRANESHARES TRUST | 1261 | 30901 | ASIA PACIFIC ETF |
| GILEAD SCIENCES INC | 247 | 30317 | COM |
| ISHARES TR | 571 | 30099 | US INFRASTRUC |
| MERCK &CO INC | 285 | 29999 | COM |
| JPMORGAN CHASE &CO. | 91 | 29361 | COM |
| PFIZER INC | 1177 | 29291 | COM |
| NUSHARES ETF TR | 805 | 29147 | NUVEEN ESG INTL |
| RTX CORPORATION | 156 | 28652 | COM |
| NETAPP INC | 266 | 28486 | COM |
| VISA INC | 81 | 28482 | COM CL A |
| NEXTERA ENERGY INC | 354 | 28457 | COM |
| GLOBAL X FDS | 422 | 27355 | LITHIUM BTRY ETF |
| RELX PLC | 676 | 27324 | SPONSORED ADR |
| ISHARES TR | 387 | 27008 | FUTURE EXPONENTI |
| ORIX CORP | 905 | 26444 | SPONSORED ADR |
| VERALTO CORP | 257 | 25643 | COM SHS |
| BOEING CO | 117 | 25403 | COM |
| VANGUARD WORLD FD | 84 | 25130 | INDUSTRIAL ETF |
| INVESCO EXCHANGE TRADED FD T | 216 | 24617 | S&P 500 GARP ETF |
| SCHWAB STRATEGIC TR | 675 | 24323 | FUNDAMENTAL EMER |
| LABCORP HOLDINGS INC | 94 | 23583 | COM SHS |
| CHEVRON CORP NEW | 154 | 23514 | COM |
| ISHARES TR | 101 | 23313 | LOW CARBON OPTIM |
| EVERCORE INC | 67 | 22797 | CLASS A |
| ISHARES TR | 475 | 22749 | US HLTHCR PR ETF |
| ISHARES TR | 239 | 22706 | ESG AW MSCI EAFE |
| MAIN STR CAP CORP | 372 | 22465 | COM |
| PUBLIC STORAGE OPER CO | 86 | 22317 | COM |
| VANGUARD INDEX FDS | 78 | 21958 | MCAP GR IDXVIP |
| GOLUB CAP BDC INC | 1599 | 21698 | COM |
| AUTOMATIC DATA PROCESSING IN | 84 | 21607 | COM |
| ARCHER DANIELS MIDLAND CO | 375 | 21559 | COM |
| INVESCO EXCHANGE TRADED FD T | 215 | 21411 | S&P SPIN OFF |
| FORTIVE CORP | 386 | 21311 | COM |
| FIRST TR EXCHANGE TRADED FD | 163 | 21203 | CLOUD COMPUTING |
| ISHARES TR | 155 | 21188 | RUS MD CP GR ETF |
| ISHARES TR | 296 | 21114 | EAFE VALUE ETF |
| RESMED INC | 86 | 20611 | COM |
| ZIMMER BIOMET HOLDINGS INC | 226 | 20323 | COM |
| TEXAS INSTRS INC | 113 | 19553 | COM |
| J P MORGAN EXCHANGE TRADED F | 214 | 19276 | U S TECH LEADERS |
| ISHARES TR | 503 | 19143 | MSCI INTL VLU FT |
| INTERNATIONAL BUSINESS MACHS | 63 | 18626 | COM |
| ENBRIDGE INC | 388 | 18558 | COM |
| WISDOMTREE TR | 548 | 18331 | US SMALLCAP DIVD |
| ENTERPRISE PRODS PARTNERS L | 568 | 18223 | COM |
| NEWS CORP NEW | 691 | 18049 | CL A |
| PROFESIONALLY MANAGED PORTFO | 275 | 18015 | AKRE FOCUS ETF |
| ISHARES TR | 84 | 17986 | US AER DEF ETF |
| FIRST TR EXCHANGE TRADED FD | 154 | 17567 | HLTH CARE ALPH |
| LOCKHEED MARTIN CORP | 36 | 17523 | COM |
| FLEXSHARES TR | 573 | 17408 | INTL QLTDV IDX |
| AMPLIFY ETF TR | 1234 | 17025 | AMPLIFY LITHIUM |
| MEDTRONIC PLC | 175 | 16836 | SHS |
| TOWER SEMICONDUCTOR LTD | 141 | 16556 | SHS NEW |
| BLOCK H &R INC | 379 | 16517 | COM |
| INVESCO EXCH TRADED FD TR II | 108 | 16189 | S&P SMLCP INDL |
| GLOBAL X FDS | 550 | 16163 | FINTECH ETF |
| CIA ENERGETICA DE MINAS GERA | 8036 | 16072 | SP ADR N-V PFD |
| GLOBAL X FDS | 580 | 15811 | NASDQ 100 CVRDGW |
| FIRST TR EXCHANGE-TRADED FD | 77 | 15807 | NY ARCA BIOTECH |
| AMERICAN CENTY ETF TR | 225 | 15696 | AVANTIS INTL SML |
| LLOYDS BANKING GROUP PLC | 2940 | 15582 | SPONSORED ADR |
| VANGUARD INDEX FDS | 161 | 14208 | REAL ESTATE ETF |
| ISHARES TR | 360 | 14202 | INTL SEL DIV ETF |
| GOLDMAN SACHS ETF TR | 335 | 13929 | ACTIVEBETA EME |
| FORD MTR CO | 1045 | 13715 | COM |
| J P MORGAN EXCHANGE TRADED F | 187 | 13412 | ACTIVE VALUE ETF |
| BLACKROCK INC | 12 | 13047 | COM |
| NUSHARES ETF TR | 323 | 12610 | NUVEEN ESG MIDVL |
| GOLDMAN SACHS GROUP INC | 14 | 12306 | COM |
| TARGET CORP | 124 | 12148 | COM |
| KRANESHARES TRUST | 392 | 12123 | BOSERA MSCI CHIN |
| BANK AMERICA CORP | 218 | 11990 | COM |
| VANGUARD BD INDEX FDS | 151 | 11902 | SHORT TRM BOND |
| PRUDENTIAL FINL INC | 105 | 11852 | COM |
| INDEPENDENT BK CORP MASS | 161 | 11766 | COM |
| FIRST TR EXCHANGE-TRADED FD | 43 | 11575 | DJ INTERNT IDX |
| ISHARES TR | 227 | 11529 | 0-5YR INVT GR CP |
| AMPLIFY ETF TR | 192 | 10957 | BLOCKCHAIN TECHN |
| MANULIFE FINL CORP | 295 | 10694 | COM |
| 3M CO | 65 | 10419 | COM |
| CONOCOPHILLIPS | 106 | 9900 | COM |
| FIDELITY COVINGTON TRUST | 44 | 9897 | MSCI INFO TECH I |
| AT&T INC | 388 | 9636 | COM |
| BARINGS BDC INC | 1000 | 9180 | COM |
| ISHARES TR | 89 | 9143 | CORE S&P US VLU |
| OLD REP INTL CORP | 200 | 9128 | COM |
| INFOSYS LTD | 511 | 9100 | SPONSORED ADR |
| VANGUARD ADMIRAL FDS INC | 78 | 8720 | MIDCP 400 IDX |
| BAIN CAP SPECIALTY FIN INC | 622 | 8652 | COM STK |
| FIRST AMERN FINL CORP | 137 | 8417 | COM |
| VANGUARD WORLD FD | 21 | 8351 | CONSUM DIS ETF |
| SPDR INDEX SHS FDS | 193 | 8266 | MSCI ACWI CLMTE |
| AMGEN INC | 25 | 8183 | COM |
| ISHARES TR | 155 | 8183 | ISHS 1-5YR INVS |
| AMERICAN EXPRESS CO | 22 | 8139 | COM |
| ISHARES TR | 97 | 8034 | 1 3 YR TREAS BD |
| GLADSTONE CAPITAL CORP | 386 | 7975 | COM NEW |
| FIRST TR EXCH TRD ALPHDX FD | 176 | 7422 | EM SML CP ALPH |
| FS KKR CAP CORP | 500 | 7405 | COM |
| ISHARES INC | 166 | 7331 | ESG AWR MSCI EM |
| CHUNGHWA TELECOM CO LTD | 167 | 6966 | SPON ADR NEW11 |
| VODAFONE GROUP PLC NEW | 520 | 6869 | SPONSORED ADR |
| MICRON TECHNOLOGY INC | 24 | 6850 | COM |
| ADVANCED MICRO DEVICES INC | 31 | 6639 | COM |
| RALLIANT CORP | 128 | 6516 | COM |
| BOSTON BEER INC | 33 | 6439 | CL A |
| EVERUS CONSTR GROUP | 74 | 6331 | COM |
| UBS GROUP AG | 133 | 6159 | SHS |
| SARATOGA INVT CORP | 261 | 6021 | COM NEW |
| EDISON INTL | 100 | 6002 | COM |
| OFS CREDIT COMPANY INC | 1239 | 5997 | COM |
| ISHARES TR | 61 | 5942 | ASIA 50 ETF |
| SOLSTICE ADVANCED MATLS INC | 122 | 5927 | COM SHS |
| NATIONAL GRID PLC | 76 | 5879 | SPONSORED ADR NE |
| AMPLIFY ETF TR | 100 | 5805 | AMPLIFY BLUESTAR |
| MDU RES GROUP INC | 296 | 5778 | COM |
| VONTIER CORPORATION | 154 | 5726 | COM |
| GEN DIGITAL INC | 208 | 5647 | COM |
| QUEST DIAGNOSTICS INC | 32 | 5579 | COM |
| SSGA ACTIVE ETF TR | 132 | 5453 | STATE STREET BLA |
| MCGRATH RENTCORP | 50 | 5247 | COM |
| KNIFE RIVER CORP | 74 | 5206 | COMMON STOCK |
| J P MORGAN EXCHANGE TRADED F | 88 | 5115 | NASDAQ EQT PREM |
| SMITH &NEPHEW PLC | 151 | 4964 | SPDN ADR NEW |
| RUNWAY GROWTH FINANCE CORP | 554 | 4947 | COM |
| PENNANTPARK FLOATING RATE CA | 526 | 4876 | COM |
| SOUTH BOW CORP | 176 | 4835 | COM |
| TOTALENERGIES SE | 72 | 4710 | ACT |
| SCHWAB STRATEGIC TR | 194 | 4456 | 5 10YR CORP BD |
| ISHARES TR | 90 | 4336 | FUTURE AI &TECH |
| MSC INDL DIRECT INC | 50 | 4205 | CL A |
| SANOFI SA | 86 | 4168 | SPONSORED ADR |
| MAGNUM ICE CREAM CO NV | 259 | 4105 | ORD SHS |
| FIRST TR EXCHANGE-TRADED FD | 89 | 4085 | SHS |
| STELLUS CAP INVT CORP | 300 | 3804 | COM |
| NETFLIX INC | 40 | 3750 | COM |
| TAKEDA PHARMACEUTICAL CO LTD | 235 | 3664 | SPONSORED ADS |
| SCHWAB STRATEGIC TR | 142 | 3646 | MORTGAGE BACKED |
| GLOBAL X FDS | 100 | 3623 | RBTCS ARTFL INTE |
| ALCON AG | 45 | 3546 | ORD SHS |
| EXCHANGE TRADED CONCEPTS TRU | 50 | 3466 | ROBO GLB ETF |
| ICAHN ENTERPRISES LP | 458 | 3458 | DEPOSITARY UNIT |
| SCHWAB STRATEGIC TR | 136 | 3411 | INT-TRM U.S TRES |
| AMERICAN CENTY ETF TR | 51 | 3400 | US QUALITY VAL |
| META PLATFORMS INC | 5 | 3300 | CL A |
| OFS CAP CORP | 687 | 3270 | COM |
| ASML HOLDING N V | 3 | 3210 | N Y REGISTRY SHS |
| OTIS WORLDWIDE CORP | 32 | 2806 | COM |
| TESLA INC | 6 | 2698 | COM |
| ADTRAN HOLDINGS INC | 290 | 2520 | COM |
| AMCOR PLC | 252 | 2102 | ORD |
| HALEON PLC | 200 | 2022 | SPON ADS |
| SPDR GOLD TR | 5 | 1982 | GOLD SHS |
| SCHWAB STRATEGIC TR | 87 | 1817 | US REIT ETF |
| QNITY ELECTRONICS INC | 21 | 1716 | COMMON STOCK |
| VANGUARD SCOTTSDALE FDS | 14 | 1715 | VNG RUS1000GRW |
| DUPONT DE NEMOURS INC | 42 | 1688 | COM |
| ALIBABA GROUP HLDG LTD | 11 | 1642 | SPONSORED ADS |
| T-MOBILE US INC | 6 | 1222 | COM |
| WABTEC | 5 | 1069 | COM |
| AMPLIFY ETF TR | 35 | 1043 | ALTRNTV HARV ETF |
| WEYERHAEUSER CO MTN BE | 43 | 1025 | COM NEW |
| SOLVENTUM CORP | 12 | 951 | COM SHS |
| UDR INC | 24 | 880 | COM |
| DOW INC | 37 | 865 | COM |
| SCHWAB STRATEGIC TR | 30 | 795 | US TIPS ETF |
| WARNER BROS DISCOVERY INC | 25 | 721 | COM SER A |
| EASTMAN CHEM CO | 10 | 644 | COM |
| VANGUARD MUN BD FDS | 13 | 629 | TAX EXEMPT BD |
| VIATRIS INC | 47 | 583 | COM |
| TEMA ETF TRUST | 15 | 529 | HEART &HEALTH E |
| ADVISORSHARES TR | 30 | 515 | PSYCHEDELICS ETF |
| ADVANSIX INC | 19 | 329 | COM |
| BP PLC | 9 | 318 | SPONSORED ADR |
| AGNC INVT CORP | 28 | 297 | COM |
| ISHARES TR | 3 | 286 | MBS ETF |
| NCR ATLEOS CORPORATION | 6 | 229 | COM SHS |
| KYNDRYL HLDGS INC | 8 | 213 | COMMON STOCK |
| INVESCO EXCHANGE TRADED FD T | 3 | 184 | LEISURE AND ENTE |
| CNFINANCE HLDGS LTD | 15 | 91 | SPONSORED ADS |
| GSK PLC | 1 | 45 | SPONSORED ADR |
| DIANA SHIPPING INC | 434 | 36 | *W EXP 12/14/202 |
| OCEANPAL INC | 2 | 2 | COM NEW |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.