JFS WEALTH ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, JFS WEALTH ADVISORS, LLC held in its portfolio 500 assets valued at $1,775,030,016 (i.e. $1.78B).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($147.52M), DIMENSIONAL ETF TRUST ($124.05M), and DIMENSIONAL ETF TRUST ($103.27M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
JFS WEALTH ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3726135 | 147517677 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 3789938 | 124044683 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 1392318 | 103268217 | US EQUITY MARKET |
| ISHARES TR | 202434 | 75596946 | RUS 1000 ETF |
| ISHARES TR | 663243 | 66244705 | CORE US AGGBD ET |
| ISHARES TR | 82180 | 56288606 | CORE S&P500 ETF |
| BERKSHIRE HATHAWAY INC DEL | 106227 | 53394751 | CL B NEW |
| ISHARES TR | 710578 | 46898149 | CORE S&P MCP ETF |
| ISHARES TR | 381852 | 40900192 | NATIONAL MUN ETF |
| VANGUARD MUN BD FDS | 789163 | 39687025 | TAX EXEMPT BD |
| DIMENSIONAL ETF TRUST | 1012577 | 38589295 | INTL CORE EQT MK |
| ISHARES TR | 318455 | 38271899 | CORE S&P SCP ETF |
| ISHARES TR | 80521 | 38110670 | RUS 1000 GRW ETF |
| VANGUARD TAX-MANAGED FDS | 513808 | 32097590 | VAN FTSE DEV MKT |
| ISHARES TR | 331125 | 29622424 | CORE MSCI EAFE |
| APPLE INC | 100006 | 27187760 | COM |
| ISHARES TR | 122662 | 26013019 | S&P 500 VAL ETF |
| DIMENSIONAL ETF TRUST | 470728 | 22030067 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 672473 | 21902442 | EMGR CRE EQT MNG |
| ISHARES INC | 323823 | 21767356 | CORE MSCI EMKT |
| VANGUARD BD INDEX FDS | 260434 | 19290368 | TOTAL BND MRKT |
| ISHARES TR | 138702 | 17096457 | S&P 500 GRWT ETF |
| VANGUARD INDEX FDS | 48848 | 16377133 | TOTAL STK MKT |
| J P MORGAN EXCHANGE TRADED F | 321825 | 16281874 | ULTRA SHRT ETF |
| DIMENSIONAL ETF TRUST | 439934 | 15160117 | INTL CORE EQUITY |
| VANGUARD INTL EQUITY INDEX F | 266821 | 14344271 | FTSE EMR MKT ETF |
| BERKSHIRE HATHAWAY INC DEL | 19 | 14341200 | CL A |
| VANGUARD SPECIALIZED FUNDS | 63725 | 14005411 | DIV APP ETF |
| SPDR S&P 500 ETF TR | 20119 | 13721970 | TR UNIT |
| MICROSOFT CORP | 26604 | 12866086 | COM |
| ISHARES TR | 33246 | 12861356 | RUSSELL 3000 ETF |
| SPDR SERIES TRUST | 218591 | 12037122 | STATE STREET SPD |
| INVESCO EXCH TRADED FD TR II | 163949 | 11709231 | S&P500 LOW VOL |
| ISHARES TR | 54245 | 11409917 | RUS 1000 VAL ETF |
| ALPHABET INC | 34306 | 10737687 | CAP STK CL A |
| J P MORGAN EXCHANGE TRADED F | 221351 | 10483453 | CORE PLUS BD ETF |
| ISHARES TR | 113519 | 9401650 | 1 3 YR TREAS BD |
| ISHARES TR | 94377 | 9143212 | S&P MC 400GR ETF |
| ISHARES TR | 84555 | 9022013 | SHRT NAT MUN ETF |
| ISHARES TR | 76766 | 8729796 | SP SMCP600VL ETF |
| SCHWAB STRATEGIC TR | 346297 | 8324991 | INTL EQTY ETF |
| VANGUARD WHITEHALL FDS | 56589 | 8121717 | HIGH DIV YLD |
| ISHARES TR | 56153 | 7926621 | S&P SML 600 GWT |
| SCHWAB STRATEGIC TR | 299267 | 7849787 | US BRD MKT ETF |
| ALPHABET INC | 24848 | 7797258 | CAP STK CL C |
| FIRST TR EXCHANGE-TRADED FD | 164560 | 7296583 | SHS |
| DIMENSIONAL ETF TRUST | 217530 | 7195896 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 153637 | 7157961 | US MKTWIDE VALUE |
| VANGUARD INDEX FDS | 11081 | 6948987 | S&P 500 ETF SHS |
| SCHWAB STRATEGIC TR | 209672 | 6839503 | US LCAP GR ETF |
| ISHARES TR | 27560 | 6784103 | RUSSELL 2000 ETF |
| JOHNSON & JOHNSON | 30852 | 6384795 | COM |
| SELECT SECTOR SPDR TR | 44187 | 6361576 | STATE STREET TEC |
| ISHARES TR | 48175 | 6339409 | S&P MC 400VL ETF |
| J P MORGAN EXCHANGE TRADED F | 120758 | 6098742 | MUNICIPAL ETF |
| VANGUARD INDEX FDS | 28626 | 5986270 | EXTEND MKT ETF |
| INVESCO QQQ TR | 9654 | 5930629 | UNIT SER 1 |
| AMAZON COM INC | 24698 | 5700761 | COM |
| SCHWAB STRATEGIC TR | 164095 | 5374101 | EMRG MKTEQ ETF |
| VANGUARD STAR FDS | 69189 | 5219619 | VG TL INTL STK F |
| WISDOMTREE TR | 100372 | 5179255 | US MIDCAP DIVID |
| SELECT SECTOR SPDR TR | 124466 | 5022194 | STATE STREET REA |
| VANGUARD WHITEHALL FDS | 55260 | 4973386 | INTL HIGH ETF |
| WISDOMTREE TR | 71739 | 4932788 | INTL EQUITY FD |
| ISHARES TR | 48199 | 4628542 | MSCI EAFE ETF |
| NVIDIA CORPORATION | 23325 | 4350204 | COM |
| PROCTER AND GAMBLE CO | 29691 | 4255034 | COM |
| SPDR INDEX SHS FDS | 93535 | 4210935 | DJ GLB RL ES ETF |
| EXXON MOBIL CORP | 33269 | 4003618 | COM |
| ENTERPRISE PRODS PARTNERS L | 122908 | 3940431 | COM |
| ISHARES TR | 45168 | 3725469 | CORE MSCI INTL |
| WALMART INC | 32637 | 3636043 | COM |
| KLA CORP | 2965 | 3602713 | COM NEW |
| VANGUARD INDEX FDS | 16603 | 3516350 | SM CP VAL ETF |
| VANGUARD INDEX FDS | 18394 | 3513107 | VALUE ETF |
| CATERPILLAR INC | 6122 | 3507031 | COM |
| INTERNATIONAL BUSINESS MACHS | 11282 | 3341806 | COM |
| ISHARES TR | 23309 | 3289867 | SELECT DIVID ETF |
| BLACKROCK ETF TRUST | 53968 | 3281782 | ISHARES US EQUIT |
| ISHARES TR | 9472 | 3248513 | S&P 100 ETF |
| SELECT SECTOR SPDR TR | 56298 | 3083453 | STATE STREET FIN |
| SELECT SECTOR SPDR TR | 19281 | 2984650 | STATE STREET HEA |
| SPDR INDEX SHS FDS | 65961 | 2929327 | PORTFOLIO DEVLPD |
| VANGUARD INDEX FDS | 10875 | 2805297 | SMALL CP ETF |
| ISHARES TR | 29229 | 2744296 | U.S. REAL ES ETF |
| ARCH CAP GROUP LTD | 28198 | 2704753 | ORD |
| VANGUARD SCOTTSDALE FDS | 8595 | 2656199 | VNG RUS1000IDX |
| CHEVRON CORP NEW | 17179 | 2618219 | COM |
| GOLDMAN SACHS GROUP INC | 2927 | 2572833 | COM |
| ISHARES TR | 26160 | 2518425 | RUS MID CAP ETF |
| INVESCO EXCHANGE TRADED FD T | 53633 | 2516474 | RAFI US 1000 ETF |
| INVESCO EXCHANGE TRADED FD T | 54824 | 2515861 | RAFI US 1500 |
| ISHARES TR | 37337 | 2506450 | MSCI ACWI EX US |
| ABBVIE INC | 10778 | 2462697 | COM |
| SCHWAB CHARLES CORP | 24626 | 2460378 | COM |
| PEPSICO INC | 17002 | 2441291 | COM |
| VANGUARD BD INDEX FDS | 30988 | 2413346 | INTERMED TERM |
| JPMORGAN CHASE & CO. | 7418 | 2390272 | COM |
| COSTCO WHSL CORP NEW | 2672 | 2304301 | COM |
| HOME DEPOT INC | 6685 | 2300180 | COM |
| MCDONALDS CORP | 7490 | 2289022 | COM |
| PNC FINL SVCS GROUP INC | 10405 | 2171836 | COM |
| VANGUARD INDEX FDS | 7436 | 2158079 | MID CAP ETF |
| COCA COLA CO | 30509 | 2132888 | COM |
| SCHWAB STRATEGIC TR | 72841 | 2074525 | US SML CAP ETF |
| SPDR GOLD TR | 5000 | 1981420 | GOLD SHS |
| ISHARES TR | 79390 | 1980786 | GLOBAL REIT ETF |
| ISHARES TR | 35850 | 1961371 | MSCI EMG MKT ETF |
| SCHWAB STRATEGIC TR | 72425 | 1948948 | US LRG CAP ETF |
| MERCK & CO INC | 18484 | 1946266 | COM |
| VISA INC | 5334 | 1870755 | COM CL A |
| VANGUARD INDEX FDS | 10497 | 1861783 | MCAP VL IDXVIP |
| HONEYWELL INTL INC | 9496 | 1852575 | COM |
| DIMENSIONAL ETF TRUST | 37082 | 1850388 | INTERNATNAL VAL |
| SELECT SECTOR SPDR TR | 41156 | 1840063 | STATE STREET ENE |
| DIMENSIONAL ETF TRUST | 25845 | 1800590 | US SMALL CAP ETF |
| ISHARES TR | 17422 | 1771262 | 10-20 YR TRS ETF |
| META PLATFORMS INC | 2620 | 1729696 | CL A |
| SCHWAB STRATEGIC TR | 57438 | 1727168 | US MID-CAP ETF |
| GLOBAL X FDS | 35890 | 1715184 | US INFR DEV ETF |
| TJX COS INC NEW | 11024 | 1693397 | COM |
| WISDOMTREE TR | 25411 | 1673299 | TRUE DEVELOPED I |
| ISHARES TR | 8385 | 1665379 | MSCI USA QLT FCT |
| VANGUARD BD INDEX FDS | 20858 | 1643819 | SHORT TRM BOND |
| CISCO SYS INC | 20544 | 1582489 | COM |
| BLACKROCK ETF TRUST | 40847 | 1575064 | ISHARES US THEMA |
| FIDELITY MERRIMACK STR TR | 34107 | 1570274 | TOTAL BD ETF |
| ABBOTT LABS | 12004 | 1503982 | COM |
| AT&T INC | 58414 | 1451000 | COM |
| BLACKROCK MUNIYILD QULT FD I | 128040 | 1446848 | COM |
| INVESCO QUALITY MUN INCOME T | 144656 | 1440774 | COM |
| NUVEEN AMT FREE QLTY MUN INC | 122790 | 1428044 | COM |
| NUVEEN QUALITY MUNCP INCOME | 118587 | 1425415 | COM |
| VANGUARD INTL EQUITY INDEX F | 9935 | 1401432 | TT WRLD ST ETF |
| INVESCO MUNICIPAL TRUST | 145083 | 1400050 | COM |
| ISHARES TR | 29522 | 1397863 | HIGH YLD SYSTM B |
| INVESCO MUN OPPORTUNITY TR | 145786 | 1395175 | COM |
| SPDR INDEX SHS FDS | 29542 | 1382872 | PORTFOLIO EMG MK |
| VANGUARD INDEX FDS | 4488 | 1355904 | SML CP GRW ETF |
| VANGUARD ADMIRAL FDS INC | 3028 | 1346134 | 500 GRTH IDX F |
| VANGUARD WORLD FD | 5348 | 1343286 | MEGA CAP INDEX |
| EATON VANCE MUN BD FD | 137659 | 1339420 | COM |
| INVESCO EXCH TRADED FD TR II | 21420 | 1335888 | S&P MIDCP LOW |
| BLACKROCK ETF TRUST | 40015 | 1332498 | ISHARES A I INNO |
| DISNEY WALT CO | 10945 | 1245806 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 2053 | 1238534 | UTSER1 S&PDCRP |
| VANGUARD INTL EQUITY INDEX F | 16569 | 1218816 | ALLWRLD EX US |
| BROADCOM INC | 3496 | 1209962 | COM |
| UBS GROUP AG | 25692 | 1189797 | SHS |
| INVESCO EXCH TRADED FD TR II | 20646 | 1153393 | RAFI DVLPD MRKTS |
| ISHARES GOLD TR | 14124 | 1146446 | ISHARES NEW |
| SPDR DOW JONES INDL AVERAGE | 2346 | 1127401 | UT SER 1 |
| ISHARES TR | 26095 | 1118683 | 0-5YR HI YL CP |
| BANK AMERICA CORP | 19911 | 1095100 | COM |
| PFIZER INC | 43793 | 1090446 | COM |
| INVESCO EXCHANGE TRADED FD T | 9200 | 1087072 | S&P 100 EQL WIGH |
| INVESCO EXCHANGE TRADED FD T | 5617 | 1075993 | S&P500 EQL WGT |
| VANGUARD SCOTTSDALE FDS | 11556 | 1066619 | VNG RUS1000VAL |
| DEERE & CO | 2279 | 1060886 | COM |
| ISHARES TR | 10061 | 1031647 | CORE S&P US VLU |
| WISDOMTREE TR | 12128 | 1029435 | US TOTAL DIVIDND |
| BOEING CO | 4551 | 988180 | COM |
| AMERICAN ELEC PWR CO INC | 8430 | 972028 | COM |
| ISHARES TR | 2857 | 922941 | RUS 2000 GRW ETF |
| F N B CORP | 53747 | 919076 | COM |
| ISHARES TR | 17866 | 908665 | FLTG RATE NT ETF |
| VANGUARD MUN BD FDS | 8755 | 882767 | INTERMEDIATE TRM |
| CONSTELLATION ENERGY CORP | 2494 | 881080 | COM |
| TESLA INC | 1955 | 879378 | COM |
| DIMENSIONAL ETF TRUST | 20558 | 874970 | CORE FIXED INCOM |
| SELECT SECTOR SPDR TR | 10124 | 860626 | STATE STREET CON |
| DIMENSIONAL ETF TRUST | 13936 | 829724 | US TARGETED VLU |
| ELI LILLY & CO | 766 | 823319 | COM |
| FORD MTR CO | 61428 | 805932 | COM |
| ACCENTURE PLC IRELAND | 2964 | 795242 | SHS CLASS A |
| VANGUARD SCOTTSDALE FDS | 9416 | 788590 | INT-TERM CORP |
| SSGA ACTIVE TR | 28664 | 787986 | SPDR BRIDGEWATER |
| VANGUARD WORLD FD | 2678 | 770905 | HEALTH CAR ETF |
| PALANTIR TECHNOLOGIES INC | 4333 | 770191 | CL A |
| SCHWAB STRATEGIC TR | 32788 | 766254 | US AGGREGATE B |
| ISHARES TR | 3824 | 763577 | U.S. TECH ETF |
| VANGUARD INDEX FDS | 8622 | 762947 | REAL ESTATE ETF |
| EATON CORP PLC | 2365 | 753323 | SHS |
| TEXAS INSTRS INC | 4301 | 746181 | COM |
| RTX CORPORATION | 4065 | 745577 | COM |
| FEDEX CORP | 2564 | 741407 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 2436 | 740370 | SPONSORED ADS |
| NORFOLK SOUTHN CORP | 2540 | 733424 | COM |
| AMERICAN EXPRESS CO | 1958 | 724178 | COM |
| PHILIP MORRIS INTL INC | 4506 | 723201 | COM |
| DIMENSIONAL ETF TRUST | 9720 | 719102 | WORLD EQUITY ETF |
| ISHARES TR | 4764 | 708311 | CORE S&P TTL STK |
| VANGUARD CHARLOTTE FDS | 14567 | 703878 | TOTAL INT BD ETF |
| US BANCORP DEL | 13074 | 697979 | COM NEW |
| ISHARES TR | 3223 | 691963 | US AER DEF ETF |
| DIMENSIONAL ETF TRUST | 20335 | 686103 | EMERGING MKTS VA |
| DUKE ENERGY CORP NEW | 5837 | 684199 | COM NEW |
| NORTHROP GRUMMAN CORP | 1198 | 683112 | COM |
| NOVARTIS AG | 4922 | 678566 | SPONSORED ADR |
| BLACKSTONE INC | 4323 | 666329 | COM |
| ISHARES TR | 6007 | 661653 | TRUST ISHARE 0-1 |
| CAPITAL ONE FINL CORP | 2660 | 644674 | COM |
| VANGUARD WORLD FD | 853 | 642983 | INF TECH ETF |
| INVESCO EXCHANGE TRADED FD T | 6200 | 635004 | S&P MDCP QUALITY |
| ISHARES TR | 9028 | 626792 | U S EQUITY FACTR |
| VERIZON COMMUNICATIONS INC | 15097 | 614897 | COM |
| MASTERCARD INCORPORATED | 1055 | 602279 | CL A |
| NASDAQ INC | 6200 | 602206 | COM |
| WELLS FARGO CO NEW | 6345 | 591379 | COM |
| INTUIT | 890 | 589565 | COM |
| ISHARES TR | 3245 | 588027 | RUS 2000 VAL ETF |
| VANGUARD SCOTTSDALE FDS | 7360 | 586818 | SHRT TRM CORP BD |
| ALLSTATE CORP | 2771 | 576824 | COM |
| HUNTINGTON BANCSHARES INC | 32510 | 568552 | COM |
| WISDOMTREE TR | 6928 | 561235 | INTL SMCAP DIV |
| BANK NEW YORK MELLON CORP | 4687 | 544099 | COM |
| LOWES COS INC | 2251 | 542852 | COM |
| NEXTERA ENERGY INC | 6618 | 531256 | COM |
| NETFLIX INC | 5646 | 529400 | COM |
| ISHARES TR | 5608 | 528026 | MSCI USA MIN VOL |
| ISHARES TR | 5852 | 524072 | CORE 80/20 AGGRE |
| CITIGROUP INC | 4468 | 521393 | COM NEW |
| NIKE INC | 8156 | 519681 | CL B |
| ALLY FINL INC | 11269 | 510374 | COM |
| OLD REP INTL CORP | 11070 | 505235 | COM |
| MEDTRONIC PLC | 5197 | 499848 | SHS |
| DOLLAR GEN CORP NEW | 3752 | 498154 | COM |
| COMCAST CORP NEW | 16532 | 494143 | CL A |
| VANGUARD INDEX FDS | 1757 | 490473 | MCAP GR IDXVIP |
| FIFTH THIRD BANCORP | 10442 | 488860 | COM |
| T ROWE PRICE ETF INC | 12750 | 487305 | CAP APPRECIATION |
| ASTRAZENECA PLC | 5088 | 467740 | SPONSORED ADR |
| MORGAN STANLEY | 2610 | 463354 | COM NEW |
| TERAWULF INC | 40000 | 459600 | COM |
| ORACLE CORP | 2340 | 456127 | COM |
| AUTOMATIC DATA PROCESSING IN | 1755 | 451636 | COM |
| ISHARES TR | 3168 | 446847 | RUS MDCP VAL ETF |
| VANGUARD WHITEHALL FDS | 4814 | 440241 | INTL DVD ETF |
| BLACK STONE MINERALS L P | 32747 | 435208 | COM UNIT |
| DBX ETF TR | 9027 | 434289 | XTRACK MSCI EAFE |
| WISDOMTREE TR | 7538 | 431498 | EMG MKTS SMCAP |
| UNITED PARCEL SERVICE INC | 4225 | 419047 | CL B |
| SELECT SECTOR SPDR TR | 9549 | 407656 | STATE STREET UTI |
| GENERAL DYNAMICS CORP | 1184 | 398445 | COM |
| ISHARES TR | 10450 | 397623 | MSCI INTL VLU FT |
| AMGEN INC | 1159 | 379389 | COM |
| SHELL PLC | 5126 | 376659 | SPON ADS |
| WASTE MGMT INC DEL | 1690 | 371207 | COM |
| MICRON TECHNOLOGY INC | 1285 | 366685 | COM |
| ISHARES TR | 6118 | 365062 | SELECT US REIT |
| ADOBE INC | 1028 | 359790 | COM |
| INVESCO EXCH TRADED FD TR II | 13787 | 355835 | RAFI EMRGNG MRKT |
| AON PLC | 986 | 347940 | SHS CL A |
| TRAVELERS COMPANIES INC | 1180 | 342302 | COM |
| BLACKROCK ETF TRUST II | 6390 | 337225 | ISHARES FLEXIBLE |
| ISHARES TR | 2740 | 333179 | CORE HIGH DV ETF |
| VANGUARD INDEX FDS | 1053 | 331531 | LARGE CAP ETF |
| SHERWIN WILLIAMS CO | 1003 | 325003 | COM |
| SUNCOR ENERGY INC NEW | 7309 | 324228 | COM |
| TORONTO DOMINION BK ONT | 3402 | 320469 | COM NEW |
| ISHARES TR | 4307 | 311887 | ESG AWR MSCI USA |
| UNION PAC CORP | 1342 | 310354 | COM |
| VANGUARD SCOTTSDALE FDS | 5148 | 308520 | INTER TERM TREAS |
| SCHWAB STRATEGIC TR | 10399 | 307908 | US LCAP VA ETF |
| GENERAL MLS INC | 6496 | 302064 | COM |
| BLACKROCK INC | 277 | 296485 | COM |
| TRACTOR SUPPLY CO | 5906 | 295360 | COM |
| STRYKER CORPORATION | 839 | 295055 | COM |
| LOCKHEED MARTIN CORP | 606 | 293105 | COM |
| BLACKROCK ETF TRUST | 3947 | 292437 | ISHARES US CARBO |
| VENTAS INC | 3701 | 286384 | COM |
| GE AEROSPACE | 922 | 284078 | COM NEW |
| GILEAD SCIENCES INC | 2309 | 283407 | COM |
| ROPER TECHNOLOGIES INC | 636 | 283103 | COM |
| ISHARES U S ETF TR | 5484 | 280233 | SHORT DURATION B |
| QUALCOMM INC | 1625 | 277917 | COM |
| KIMBERLY-CLARK CORP | 2749 | 277473 | COM |
| NATIONAL FUEL GAS CO | 3457 | 276779 | COM |
| ISHARES TR | 11737 | 274467 | ESG AWRE USD ETF |
| FIDELITY NATIONAL FINANCIAL | 5022 | 274151 | COM SHS |
| EXELON CORP | 6208 | 270596 | COM |
| VANGUARD ADMIRAL FDS INC | 2245 | 269851 | MIDCP 400 GRTH |
| NVR INC | 37 | 269833 | COM |
| OCCIDENTAL PETE CORP | 6537 | 268834 | COM |
| ROCKWELL AUTOMATION INC | 688 | 267681 | COM |
| ISHARES TR | 1916 | 266986 | ESG OPTIMIZED |
| CVS HEALTH CORP | 3333 | 264528 | COM |
| UNITEDHEALTH GROUP INC | 797 | 263237 | COM |
| ISHARES TR | 3815 | 248357 | US HLTHCARE ETF |
| PPG INDS INC | 2413 | 247236 | COM |
| ISHARES INC | 3398 | 246967 | MSCI EMRG CHN |
| SPDR INDEX SHS FDS | 6644 | 238653 | MSCI ACWI EXUS |
| ISHARES SILVER TR | 3673 | 236615 | ISHARES |
| THERMO FISHER SCIENTIFIC INC | 395 | 229037 | COM |
| SALESFORCE INC | 860 | 228097 | COM |
| SELECT SECTOR SPDR TR | 4962 | 225027 | STATE STREET MAT |
| M & T BK CORP | 1112 | 224021 | COM |
| UGI CORP NEW | 5932 | 222053 | COM |
| ISHARES TR | 4627 | 221402 | ESG AWR US AGRGT |
| VANGUARD WORLD FD | 1658 | 221327 | FINANCIALS ETF |
| SELECT SECTOR SPDR TR | 1832 | 215664 | STATE STREET COM |
| INVESCO EXCHANGE TRADED FD T | 3034 | 213647 | WATER RES ETF |
| SHOPIFY INC | 1325 | 213286 | CL A SUB VTG SHS |
| CROWDSTRIKE HLDGS INC | 453 | 212349 | CL A |
| VANGUARD WORLD FD | 1681 | 211690 | ENERGY ETF |
| ALTRIA GROUP INC | 3627 | 209518 | COM |
| VANGUARD MALVERN FDS | 4212 | 208326 | STRM INFPROIDX |
| ISHARES TR | 1597 | 205742 | ESG MSCI KLD 400 |
| STARBUCKS CORP | 2437 | 205220 | COM |
| DIMENSIONAL ETF TRUST | 4713 | 204686 | US SUSTAINABILTY |
| ADAM NAT RES FD INC | 9369 | 203683 | COM |
| ISHARES TR | 4260 | 203309 | CORE 40/60 MODER |
| VANGUARD WELLINGTON FD | 1976 | 200713 | SHORT TRM TAX EX |
| DIREXION SHS ETF TR | 1186 | 199640 | DLY FIN BULL NEW |
| BLACKROCK ETF TRUST II | 8869 | 197070 | SHORT DURATION H |
| ISHARES TR | 1707 | 194462 | EAFE GRWTH ETF |
| GSK PLC | 3964 | 194395 | SPONSORED ADR |
| FIRSTENERGY CORP | 4273 | 191303 | COM |
| DATADOG INC | 1373 | 186715 | CL A COM |
| TARGET CORP | 1870 | 182793 | COM |
| HARTFORD INSURANCE GROUP INC | 1311 | 180962 | COM |
| LAM RESEARCH CORP | 1056 | 180838 | COM NEW |
| EMERSON ELEC CO | 1344 | 178376 | COM |
| DIMENSIONAL ETF TRUST | 4280 | 177846 | INFLATION PROTE |
| VANGUARD SCOTTSDALE FDS | 584 | 175359 | VNG RUS3000IDX |
| SELECT SECTOR SPDR TR | 1110 | 172184 | STATE STREET IND |
| ISHARES TR | 2449 | 170010 | CORE DIV GRWTH |
| SCHWAB STRATEGIC TR | 5961 | 163517 | US DIVIDEND EQ |
| AGNICO EAGLE MINES LTD | 964 | 163427 | COM |
| EQT CORP | 3035 | 162676 | COM |
| DIMENSIONAL ETF TRUST | 3112 | 161202 | GLOBAL SUSTAINA |
| GE VERNOVA INC | 246 | 160840 | COM |
| ERIE INDTY CO | 561 | 160811 | CL A |
| ATI INC | 1371 | 157336 | COM |
| MOTOROLA SOLUTIONS INC | 403 | 154626 | COM NEW |
| COHERENT CORP | 831 | 153378 | COM |
| VANGUARD WORLD FD | 1265 | 153038 | ESG US STK ETF |
| PARKER-HANNIFIN CORP | 173 | 152081 | COM |
| AMERICAN CENTY ETF TR | 1845 | 151881 | INTL EQT ETF |
| ZOETIS INC | 1201 | 151110 | CL A |
| HALLIBURTON CO | 5317 | 150259 | COM |
| BOSTON SCIENTIFIC CORP | 1550 | 147793 | COM |
| ROYCE MICRO-CAP TR INC | 13896 | 144936 | COM |
| J P MORGAN EXCHANGE TRADED F | 2518 | 144133 | EQUITY PREMIUM |
| BERKLEY W R CORP | 2042 | 143205 | COM |
| L3HARRIS TECHNOLOGIES INC | 485 | 142524 | COM |
| ISHARES TR | 1619 | 141113 | 20 YR TR BD ETF |
| INTEL CORP | 3824 | 141102 | COM |
| INVESCO EXCH TRADED FD TR II | 3787 | 139563 | NASDAQNXTGEN100 |
| MONDELEZ INTL INC | 2584 | 139275 | CL A |
| ISHARES TR | 1987 | 138574 | FUTURE EXPONENTI |
| VANGUARD INTL EQUITY INDEX F | 1655 | 138415 | FTSE EUROPE ETF |
| ETFIS SER TR I | 1745 | 137768 | VIRTUS REAVES UT |
| CHUBB LIMITED | 439 | 137095 | COM |
| ONEOK INC NEW | 1864 | 137004 | COM |
| CONOCOPHILLIPS | 1455 | 136203 | COM |
| HSBC HLDGS PLC | 1690 | 132953 | SPON ADR NEW |
| VANECK ETF TRUST | 2816 | 132803 | INTRMDT MUNI ETF |
| BRISTOL-MYERS SQUIBB CO | 2450 | 132155 | COM |
| THE CIGNA GROUP | 478 | 131560 | COM |
| HERSHEY CO | 721 | 131208 | COM |
| VANGUARD WORLD FD | 700 | 129528 | UTILITIES ETF |
| WHEATON PRECIOUS METALS CORP | 1100 | 129272 | COM |
| SOUTHERN CO | 1482 | 129270 | COM |
| APTIV PLC | 1698 | 129201 | COM SHS |
| VANECK ETF TRUST | 1733 | 128104 | RARE EARTH AND S |
| ISHARES TR | 2193 | 126273 | ESG MSCI USA ETF |
| BOOKING HOLDINGS INC | 23 | 123258 | COM |
| CORNING INC | 1398 | 122409 | COM |
| SOLSTICE ADVANCED MATLS INC | 2490 | 120965 | COM SHS |
| YUM BRANDS INC | 793 | 120029 | COM |
| TELEDYNE TECHNOLOGIES INC | 234 | 119511 | COM |
| ISHARES TR | 700 | 117528 | CORE S&P US GWT |
| REDDIT INC | 511 | 117464 | CL A |
| EQUINIX INC | 152 | 116457 | COM |
| MARATHON PETE CORP | 712 | 115793 | COM |
| KINDER MORGAN INC DEL | 4196 | 115349 | COM |
| GENERAL MTRS CO | 1411 | 114744 | COM |
| PALO ALTO NETWORKS INC | 619 | 114020 | COM |
| ISHARES INC | 2560 | 113076 | ESG AWR MSCI EM |
| PRINCIPAL FINANCIAL GROUP IN | 1278 | 112733 | COM |
| ISHARES TR | 407 | 112715 | RUS TP200 GR ETF |
| KIMBALL ELECTRONICS INC | 4002 | 111336 | COM |
| CORTEVA INC | 1632 | 109401 | COM |
| ECOLAB INC | 414 | 108702 | COM |
| ADVANCED MICRO DEVICES INC | 499 | 106866 | COM |
| VALERO ENERGY CORP | 654 | 106465 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 1318 | 105836 | COM |
| ANALOG DEVICES INC | 390 | 105768 | COM |
| BANCO SANTANDER SA | 8980 | 105336 | ADR |
| BLACKROCK ETF TRUST II | 2156 | 104955 | ISHARES HIGH YIE |
| REALTY INCOME CORP | 1843 | 103890 | COM |
| WISDOMTREE TR | 1813 | 103215 | US SMALLCAP FUND |
| SSGA ACTIVE ETF TR | 3275 | 102999 | STATE STREET MUL |
| S&P GLOBAL INC | 197 | 102951 | COM |
| 3M CO | 643 | 102921 | COM |
| FIDELITY COVINGTON TRUST | 2827 | 102845 | ENHANCED MID |
| APPLOVIN CORP | 152 | 102421 | COM CL A |
| INTUITIVE SURGICAL INC | 179 | 101379 | COM NEW |
| CHEMUNG FINL CORP | 1800 | 101052 | COM |
| HOWMET AEROSPACE INC | 490 | 100366 | COM |
| SPDR INDEX SHS FDS | 2452 | 100189 | S&P INTL SMLCP |
| CRH PLC | 794 | 99092 | ORD |
| ISHARES TR | 1077 | 98934 | RUS TP200 VL ETF |
| WARNER BROS DISCOVERY INC | 3425 | 98709 | COM SER A |
| UNITED RENTALS INC | 120 | 97119 | COM |
| VANECK ETF TRUST | 3550 | 96383 | ALTERNATIVE ASSE |
| APPLIED MATLS INC | 375 | 96372 | COM |
| FIDELITY MERRIMACK STR TR | 1896 | 95259 | LOW DURTIN ETF |
| ISHARES TR | 1333 | 95190 | EAFE VALUE ETF |
| LINDE PLC | 223 | 95085 | SHS |
| IQVIA HLDGS INC | 785 | 94574 | COM |
| VANGUARD SCOTTSDALE FDS | 1599 | 93890 | SHORT TERM TREAS |
| VIATRIS INC | 7540 | 93873 | COM |
| PPL CORP | 2617 | 92142 | COM |
| PRUDENTIAL FINL INC | 803 | 90695 | COM |
| WYNDHAM HOTELS & RESORTS INC | 1180 | 89161 | COM |
| SERVICENOW INC | 579 | 88698 | COM |
| ISHARES TR | 1950 | 88628 | MSCI INTL QUALTY |
| T-MOBILE US INC | 431 | 87511 | COM |
| ALIBABA GROUP HLDG LTD | 595 | 87216 | SPONSORED ADS |
| TEVA PHARMACEUTICAL INDS LTD | 2778 | 86696 | SPONSORED ADS |
| ARISTA NETWORKS INC | 658 | 86218 | COM SHS |
| PACCAR INC | 779 | 85790 | COM |
| DOMINION ENERGY INC | 1451 | 85000 | COM |
| PUBLIC STORAGE OPER CO | 323 | 83819 | COM |
| CARRIER GLOBAL CORPORATION | 1586 | 83805 | COM |
| TRAVEL PLUS LEISURE CO | 1186 | 83649 | COM |
| ISHARES TR | 641 | 82651 | U.S. FINLS ETF |
| ICICI BANK LIMITED | 2770 | 82546 | ADR |
| MARRIOTT INTL INC NEW | 266 | 82524 | CL A |
| FISERV INC | 1227 | 82418 | COM |
| AMERICAN INTL GROUP INC | 962 | 82300 | COM NEW |
| UBER TECHNOLOGIES INC | 978 | 79913 | COM |
| NEWMONT CORP | 800 | 79880 | COM |
| VANGUARD MALVERN FDS | 1024 | 79765 | CORE BD ETF |
| CUMMINS INC | 155 | 79120 | COM |
| ISHARES TR | 730 | 78366 | INTRM GOV CR ETF |
| PHILLIPS 66 | 586 | 75618 | COM |
| ROYAL BK CDA | 442 | 75357 | COM |
| AERCAP HOLDINGS NV | 523 | 75187 | SHS |
| HDFC BANK LTD | 2050 | 74907 | SPONSORED ADS |
| J P MORGAN EXCHANGE TRADED F | 1373 | 74239 | ACTIVE BOND ETF |
| ROBINHOOD MKTS INC | 638 | 72158 | COM CL A |
| VANGUARD SCOTTSDALE FDS | 590 | 71774 | VNG RUS1000GRW |
| CINTAS CORP | 381 | 71655 | COM |
| SYSCO CORP | 954 | 70301 | COM |
| EMCOR GROUP INC | 114 | 69745 | COM |
| SONY GROUP CORP | 2720 | 69632 | SPONSORED ADR |
| TOTALENERGIES SE | 1055 | 69019 | ACT |
| BORGWARNER INC | 1521 | 68522 | COM |
| VISTRA CORP | 421 | 67920 | COM |
| CDW CORP | 490 | 66698 | COM |
| CHENIERE ENERGY INC | 342 | 66482 | COM NEW |
| AMPHENOL CORP NEW | 488 | 65973 | CL A |
| CROWN CASTLE INC | 741 | 65853 | COM |
| TRANE TECHNOLOGIES PLC | 166 | 64608 | SHS |
| SCHWAB STRATEGIC TR | 1396 | 63571 | INTL SCEQT ETF |
| IRON MTN INC DEL | 754 | 62571 | COM |
| AIR PRODS & CHEMS INC | 253 | 62497 | COM |
| VANGUARD WORLD FD | 867 | 62095 | ESG INTL STK ETF |
| SUN LIFE FINANCIAL INC. | 986 | 61527 | COM |
| AMERIPRISE FINL INC | 125 | 61293 | COM |
| MESOBLAST LTD | 3335 | 60164 | SPONS ADR |
| FARMERS NATIONAL BANC CORP | 4515 | 60140 | COM |
| RAYMOND JAMES FINL INC | 373 | 59936 | COM |
| PROGRESSIVE CORP | 263 | 59891 | COM |
| CENTERPOINT ENERGY INC | 1559 | 59773 | COM |
| TWILIO INC | 420 | 59741 | CL A |
| EDWARDS LIFESCIENCES CORP | 690 | 58823 | COM |
| YUM CHINA HLDGS INC | 1186 | 56620 | COM |
| PRICE T ROWE GROUP INC | 552 | 56514 | COM |
| ROYAL GOLD INC | 254 | 56462 | COM |
| CARDINAL HEALTH INC | 274 | 56307 | COM |
| CLEARWAY ENERGY INC | 1689 | 56177 | CL C |
| DANAHER CORPORATION | 244 | 55870 | COM |
| ISHARES TR | 405 | 55461 | RUS MD CP GR ETF |
| FORTINET INC | 695 | 55190 | COM |
| DELTA AIR LINES INC DEL | 794 | 55104 | COM NEW |
| ETF SER SOLUTIONS | 501 | 54894 | DEFIANCE QUANTUM |
| SEAGATE TECHNOLOGY HLDNGS PL | 199 | 54825 | ORD SHS |
| NUVEEN MUNICIPAL CREDIT INC | 4330 | 54476 | COM SH BEN INT |
| CSX CORP | 1496 | 54228 | COM |
| ROKU INC | 499 | 54137 | COM CL A |
| ILLINOIS TOOL WKS INC | 219 | 54006 | COM |
| JOHN HANCOCK EXCHANGE TRADED | 822 | 53851 | MULTIFACTOR MI |
| DELL TECHNOLOGIES INC | 426 | 53625 | CL C |
| FACTSET RESH SYS INC | 183 | 53105 | COM |
| MITSUBISHI UFJ FINL GROUP IN | 3348 | 53100 | SPONSORED ADS |
| TOPGOLF CALLAWAY BRANDS CORP | 4514 | 52679 | COM |
| KROGER CO | 842 | 52609 | COM |
| ROYAL CARIBBEAN GROUP | 188 | 52498 | COM |
| KENVUE INC | 3028 | 52233 | COM |
| VERTEX PHARMACEUTICALS INC | 114 | 51684 | COM |
| TOYOTA MOTOR CORP | 241 | 51589 | ADS |
| PIMCO ETF TR | 1929 | 51466 | MULTISECTOR BD |
| LINCOLN ELEC HLDGS INC | 214 | 51396 | COM |
| CBOE GLOBAL MKTS INC | 204 | 51204 | COM |
| D R HORTON INC | 352 | 50699 | COM |
| WESTERN DIGITAL CORP | 293 | 50476 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.