N.E.W. Advisory Services LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, N.E.W. Advisory Services LLC held in its portfolio 500 assets valued at $1,352,141,236 (i.e. $1.35B).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($241.61M), SPDR SER TR ($86.52M), and SPDR SER TR ($72.61M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
N.E.W. Advisory Services LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 720637 | 241608048 | TOTAL STK MKT |
| SPDR SER TR | 1523011 | 86522240 | PRTFLO S&P500 VL |
| SPDR SER TR | 905147 | 72610878 | PORTFOLIO S&P500 |
| ISHARES TR | 1208835 | 60453847 | CORE INTL AGGR |
| J P MORGAN EXCHANGE TRADED F | 1157721 | 58569102 | ULTRA SHRT ETF |
| SPDR SER TR | 2108406 | 54291450 | PORTFOLIO AGRGTE |
| DIMENSIONAL ETF TRUST | 1326814 | 43426637 | WORLD EX US CORE |
| VANGUARD STAR FDS | 537175 | 40524486 | VG TL INTL STK F |
| SPDR SER TR | 444914 | 36705396 | PORTFOLI S&P1500 |
| VANGUARD BD INDEX FDS | 475245 | 35201433 | TOTAL BND MRKT |
| AMERICAN CENTY ETF TR | 306475 | 31254273 | US SML CP VALU |
| VANGUARD ADMIRAL FDS INC | 309473 | 30254036 | SMLCP 600 VAL |
| SPDR INDEX SHS FDS | 606636 | 26940722 | PORTFOLIO DEVLPD |
| DIMENSIONAL ETF TRUST | 607176 | 24038078 | US CORE EQUITY 2 |
| SCHWAB STRATEGIC TR | 634931 | 20711449 | US LCAP GR ETF |
| BERKSHIRE HATHAWAY INC DEL | 39941 | 20076393 | CL B NEW |
| APPLE INC | 69291 | 18837325 | COM |
| VANGUARD INDEX FDS | 27892 | 17492020 | S&P 500 ETF SHS |
| SPDR INDEX SHS FDS | 364939 | 17082780 | PORTFOLIO EMG MK |
| VANGUARD INDEX FDS | 79917 | 16712208 | EXTEND MKT ETF |
| PROCTER AND GAMBLE CO | 88689 | 12709999 | COM |
| J P MORGAN EXCHANGE TRADED F | 259871 | 12304870 | CORE PLUS BD ETF |
| VANGUARD INTL EQUITY INDEX F | 85740 | 12289174 | FTSE SMCAP ETF |
| VANGUARD INDEX FDS | 24317 | 11863369 | GROWTH ETF |
| J P MORGAN EXCHANGE TRADED F | 139310 | 11183636 | JPMORGAN INTL VL |
| FIRST TR EXCHANGE TRADED FD | 152180 | 10571950 | RISNG DIVD ACHIV |
| ISHARES TR | 139344 | 9950520 | EAFE VALUE ETF |
| SCHWAB STRATEGIC TR | 330011 | 9923441 | US MID-CAP ETF |
| FIRST TR EXCHANGE TRADED FD | 99184 | 9751776 | RBA INDL ETF |
| SPDR INDEX SHS FDS | 237691 | 9712052 | S&P INTL SMLCP |
| SPDR SER TR | 106587 | 9696261 | S&P 600 SMCP VAL |
| J P MORGAN EXCHANGE TRADED F | 144817 | 9149522 | US QUALTY FCTR |
| T ROWE PRICE ETF INC | 174154 | 7450321 | US EQUITY RESEAR |
| T ROWE PRICE ETF INC | 141870 | 7413428 | US HIGH YIELD |
| VANGUARD INDEX FDS | 22396 | 7050261 | LARGE CAP ETF |
| MORGAN STANLEY ETF TRUST | 129682 | 6678603 | EATON VANCE TOTA |
| DIMENSIONAL ETF TRUST | 133699 | 6671560 | INTERNATNAL VAL |
| SPDR INDEX SHS FDS | 101034 | 6633497 | S&P EMKTSC ETF |
| DNP SELECT INCOME FD INC | 653002 | 6523495 | COM |
| AMAZON COM INC | 26372 | 6087185 | COM |
| VANGUARD INDEX FDS | 29476 | 5629645 | VALUE ETF |
| INTERNATIONAL BUSINESS MACHS | 17371 | 5145457 | COM |
| T ROWE PRICE ETF INC | 138352 | 4872762 | VALUE ETF |
| J P MORGAN EXCHANGE TRADED F | 85046 | 4868044 | EQUITY PREMIUM |
| NICOLET BANKSHARES INC | 39948 | 4845634 | COM |
| VANGUARD WORLD FD | 6425 | 4842932 | INF TECH ETF |
| NVIDIA CORPORATION | 25841 | 4819327 | COM |
| FIRST TR EXCHNG TRADED FD VI | 140294 | 4778540 | FT VEST LADDERED |
| SPDR SER TR | 151271 | 4568383 | PORTFOLIO SHORT |
| PALANTIR TECHNOLOGIES INC | 25115 | 4464191 | CL A |
| SPDR SER TR | 135201 | 4341295 | BLOOMBERG INTL |
| WEC ENERGY GROUP INC | 38346 | 4043970 | COM |
| SPDR SER TR | 37488 | 3999966 | PRTFLO S&P500 GW |
| INVESCO QQQ TR | 6391 | 3925938 | UNIT SER 1 |
| ISHARES TR | 26072 | 3876591 | CORE S&P TTL STK |
| MICROSOFT CORP | 7602 | 3676719 | COM |
| VANGUARD INDEX FDS | 12449 | 3211292 | SMALL CP ETF |
| PROSHARES TR | 30116 | 3134190 | S&P 500 DV ARIST |
| VANGUARD TAX MANAGED FDS | 49754 | 3108160 | VAN FTSE DEV MKT |
| VANGUARD WORLD FD | 7652 | 3014110 | CONSUM DIS ETF |
| JPMORGAN CHASE CO | 9315 | 3001338 | COM |
| VANGUARD WORLD FD | 12581 | 2657521 | CONSUM STP ETF |
| WELLS FARGO CO NEW | 28443 | 2650847 | COM |
| FIRST TR MORNINGSTAR DIVID L | 57162 | 2534575 | SHS |
| VANGUARD WORLD FD | 6123 | 2527538 | MEGA GRWTH IND |
| WALMART INC | 21266 | 2369193 | COM |
| VANGUARD INDEX FDS | 7854 | 2279301 | MID CAP ETF |
| T ROWE PRICE ETF INC | 53822 | 2057085 | CAP APPRECIATION |
| VANGUARD WHITEHALL FDS | 12785 | 1834920 | HIGH DIV YLD |
| T ROWE PRICE ETF INC | 34070 | 1751319 | FLOATING RATE |
| FIRST TR VALUE LINE DIVID IN | 37522 | 1729015 | SHS |
| ISHARES SILVER TR | 26626 | 1715252 | ISHARES |
| TESLA INC | 3673 | 1651822 | COM |
| VANGUARD INTL EQUITY INDEX F | 30439 | 1636426 | FTSE EMR MKT ETF |
| SPDR S P 500 ETF TR | 2308 | 1574041 | TR UNIT |
| MCDONALDS CORP | 5124 | 1566081 | COM |
| ALPHABET INC | 4868 | 1523567 | CAP STK CL A |
| SPDR GOLD TR | 3627 | 1437416 | GOLD SHS |
| FIRST TR EXCHANGE TRADED FD | 37424 | 1434084 | SMID RISNG ETF |
| VANGUARD WORLD FD | 4512 | 1298724 | HEALTH CAR ETF |
| INVESCO TR INVT GRADE MUNS | 124460 | 1290655 | COM |
| GILEAD SCIENCES INC | 10515 | 1290594 | COM |
| META PLATFORMS INC | 1917 | 1265144 | CL A |
| JOHNSON JOHNSON | 6014 | 1244621 | COM |
| UNITED PARCEL SERVICE INC | 12358 | 1225822 | CL B |
| VANGUARD SCOTTSDALE FDS | 15258 | 1216484 | SHRT TRM CORP BD |
| T ROWE PRICE ETF INC | 24185 | 1205622 | ULTRA SHRT TRM |
| REALTY INCOME CORP | 19978 | 1126150 | COM |
| VISA INC | 3128 | 1097012 | COM CL A |
| OSHKOSH CORP | 8491 | 1066723 | COM |
| SCHWAB STRATEGIC TR | 23499 | 1062378 | FUNDAMENTAL INTL |
| ISHARES TR | 5304 | 1059193 | U.S. TECH ETF |
| VANGUARD SCOTTSDALE FDS | 17830 | 1047150 | SHORT TERM TREAS |
| SELECT SECTOR SPDR TR | 18323 | 1003531 | FINANCIAL |
| RTX CORPORATION | 5307 | 973246 | COM |
| ALPHABET INC | 3068 | 962853 | CAP STK CL C |
| FIRST TR EXCHANGE TRADED FD | 6186 | 946650 | NASDQ CLN EDGE |
| ISHARES TR | 4438 | 941138 | S&P 500 VAL ETF |
| VANGUARD MALVERN FDS | 17527 | 866891 | STRM INFPROIDX |
| SCHWAB CHARLES CORP | 8639 | 863111 | COM |
| ISHARES TR | 2865 | 862752 | ISHARES SEMICDTR |
| ISHARES TR | 1255 | 859882 | CORE S&P500 ETF |
| AB ACTIVE ETFS INC | 20799 | 859527 | CONSERVATIVE |
| WISDOMTREE TR | 21775 | 849648 | EM EX ST-OWNED |
| AT T INC | 33871 | 841363 | COM |
| J P MORGAN EXCHANGE TRADED F | 7711 | 837830 | DIVERSFED RTRN |
| FIDELITY COMWLTH TR | 9068 | 828839 | NASDAQ COMPSIT |
| SPDR SER TR | 5941 | 826702 | S&P DIVID ETF |
| FORD MTR CO | 59744 | 783841 | COM |
| AMERICAN HEALTHCARE REIT INC | 16230 | 763784 | COM SHS |
| VANGUARD WORLD FD | 2550 | 760839 | INDUSTRIAL ETF |
| VANGUARD INTL EQUITY INDEX F | 10342 | 760788 | ALLWRLD EX US |
| ISHARES TR | 2722 | 753928 | RUS TP200 GR ETF |
| AMERICAN CENTY ETF TR | 9650 | 731156 | US LARGE CAP VLU |
| PROLOGIS INC | 5716 | 729731 | COM |
| COCA COLA CO | 10292 | 719507 | COM |
| ELI LILLY CO | 663 | 713008 | COM |
| CARRIER GLOBAL CORPORATION | 13007 | 687285 | COM |
| UNITEDHEALTH GROUP INC | 2069 | 683001 | COM |
| VANGUARD SPECIALIZED FUNDS | 3072 | 675119 | DIV APP ETF |
| VANGUARD WORLD FD | 5028 | 671188 | FINANCIALS ETF |
| BANK FIRST CORP | 5466 | 665868 | COM |
| ABBVIE INC | 2738 | 625658 | COM |
| PACER FDS TR | 10024 | 603166 | US CASH COWS 100 |
| CATERPILLAR INC | 1027 | 588456 | COM |
| ORACLE CORP | 2963 | 577551 | COM |
| SPDR DOW JONES INDL AVERAGE | 1121 | 538671 | UT SER 1 |
| MASTERCARD INCORPORATED | 943 | 538340 | CL A |
| VERIZON COMMUNICATIONS INC | 12963 | 527985 | COM |
| FIRST TR EXCHANGE TRADED FD | 5415 | 524349 | NASD TECH DIV |
| ISHARES TR | 4217 | 519787 | S&P 500 GRWT ETF |
| AMERICAN EXPRESS CO | 1278 | 472738 | COM |
| VANGUARD INDEX FDS | 1688 | 471260 | MCAP GR IDXVIP |
| EXXON MOBIL CORP | 3884 | 467453 | COM |
| HONEYWELL INTL INC | 2377 | 463824 | COM |
| ASSOCIATED BANC CORP | 17999 | 463648 | COM |
| VANGUARD CHARLOTTE FDS | 9518 | 459911 | TOTAL INT BD ETF |
| MORGAN STANLEY | 2539 | 450698 | COM NEW |
| VERTIV HOLDINGS CO | 2774 | 449371 | COM CL A |
| FISERV INC | 6643 | 446210 | COM |
| UMB FINL CORP | 3799 | 437037 | COM |
| PHILIP MORRIS INTL INC | 2670 | 428194 | COM |
| PEPSICO INC | 2952 | 423622 | COM |
| SCHWAB STRATEGIC TR | 15387 | 422055 | US DIVIDEND EQ |
| LOWES COS INC | 1731 | 417469 | COM |
| ISHARES TR | 2954 | 416637 | RUS MDCP VAL ETF |
| VANGUARD MUN BD FDS | 5400 | 412830 | SHORT TAX EXEMPT |
| ALTRIA GROUP INC | 7123 | 410734 | COM |
| AMERIPRISE FINL INC | 821 | 402569 | COM |
| 3M CO | 2511 | 401983 | COM |
| KIMBERLY CLARK CORP | 3794 | 382827 | COM |
| MICRON TECHNOLOGY INC | 1332 | 380113 | COM |
| ISHARES TR | 982 | 380017 | RUSSELL 3000 ETF |
| ISHARES TR | 2092 | 379075 | RUS 2000 VAL ETF |
| VANGUARD INTL EQUITY INDEX F | 2508 | 353805 | TT WRLD ST ETF |
| BUILDERS FIRSTSOURCE INC | 3432 | 353118 | COM |
| VANGUARD WORLD FD | 2908 | 351752 | ESG US STK ETF |
| SPDR SER TR | 7260 | 348431 | NUVEEN BLMBRG SH |
| DEERE CO | 748 | 348302 | COM |
| COSTCO WHSL CORP NEW | 389 | 335697 | COM |
| ISHARES TR | 3337 | 334952 | 0-3 MNTH TREASRY |
| INVESCO EXCH TRADED FD TR II | 1289 | 326065 | NASDAQ 100 ETF |
| GE AEROSPACE | 1047 | 322621 | COM NEW |
| SPDR SER TR | 6866 | 321721 | PORTFOLIO S&P600 |
| MARTIN MARIETTA MATLS INC | 516 | 321293 | COM |
| SPDR SER TR | 5700 | 320277 | SPDR S&P 500 ETF |
| ISHARES TR | 2894 | 318131 | TIPS BD ETF |
| SCHWAB STRATEGIC TR | 11662 | 313830 | US LRG CAP ETF |
| ALLSTATE CORP | 1441 | 299944 | COM |
| EA SERIES TRUST | 6747 | 297442 | STRIVE 500 ETF |
| ECOLAB INC | 1128 | 296123 | COM |
| MERCK CO INC | 2773 | 291865 | COM |
| ADVANCED MICRO DEVICES INC | 1359 | 291043 | COM |
| CAPITAL ONE FINL CORP | 1188 | 287924 | COM |
| HOME DEPOT INC | 828 | 284915 | COM |
| ISHARES TR | 2671 | 282298 | EXPANDED TECH |
| CONSTELLATION ENERGY CORP | 798 | 281962 | COM |
| AB ACTIVE ETFS INC | 7590 | 272709 | SHORT DURATION H |
| TAIWAN SEMICONDUCTOR MFG LTD | 890 | 270462 | SPONSORED ADS |
| BROADCOM INC | 774 | 267778 | COM |
| LAMAR ADVERTISING CO NEW | 2104 | 266324 | CL A |
| WORLD GOLD TR | 3075 | 262513 | SPDR GLD MINIS |
| CHEVRON CORP NEW | 1717 | 261689 | COM |
| STRYKER CORPORATION | 744 | 261494 | COM |
| DORCHESTER MINERALS LP | 11599 | 259354 | COM UNIT |
| ISHARES BITCOIN TRUST ETF | 5204 | 258379 | SHS BEN INT |
| SOUTHERN CO | 2895 | 252448 | COM |
| AMERICAN CENTY ETF TR | 3427 | 251953 | AVANTIS ALL INT |
| THERMO FISHER SCIENTIFIC INC | 424 | 245687 | COM |
| VANGUARD INDEX FDS | 1160 | 245585 | SM CP VAL ETF |
| BOEING CO | 1128 | 244911 | COM |
| VANGUARD INDEX FDS | 788 | 238063 | SML CP GRW ETF |
| J P MORGAN EXCHANGE TRADED F | 4871 | 225474 | INCOME ETF |
| GE VERNOVA INC | 339 | 221615 | COM |
| SELECT SECTOR SPDR TR | 1411 | 218832 | INDL |
| SELECT SECTOR SPDR TR | 1513 | 217831 | TECHNOLOGY |
| ILLINOIS TOOL WKS INC | 880 | 216658 | COM |
| FIRST TR EXCHANGE TRADED FD | 2310 | 213658 | CAP STRENGTH ETF |
| ISHARES TR | 2179 | 211102 | S&P MC 400GR ETF |
| ABBOTT LABS | 1674 | 209693 | COM |
| NEXTERA ENERGY INC | 2610 | 209544 | COM |
| BANK AMERICA CORP | 3793 | 208598 | COM |
| FIRST TR EXCHANGE TRADED FD | 10022 | 208447 | STRUCTURED CR IN |
| ISHARES TR | 3144 | 207504 | CORE S&P MCP ETF |
| UBER TECHNOLOGIES INC | 2522 | 206073 | COM |
| SELECT SECTOR SPDR TR | 1317 | 203836 | SBI HEALTHCARE |
| J P MORGAN EXCHANGE TRADED F | 3506 | 203796 | NASDAQ EQT PREM |
| PFIZER INC | 7761 | 193247 | COM |
| INVESCO EXCH TRADED FD TR II | 3938 | 189046 | S&P500 HDL VOL |
| TEMPUS AI INC | 3179 | 187720 | CL A |
| VULCAN MATLS CO | 650 | 185393 | COM |
| FS KKR CAP CORP | 11993 | 177616 | COM |
| VANGUARD SCOTTSDALE FDS | 2115 | 177131 | INT-TERM CORP |
| ISHARES TR | 1252 | 176802 | S&P SML 600 GWT |
| AUTOZONE INC | 52 | 176358 | COM |
| SPDR INDEX SHS FDS | 3905 | 175822 | DJ GLB RL ES ETF |
| XCEL ENERGY INC | 2349 | 173497 | COM |
| VANGUARD WORLD FD | 927 | 171532 | UTILITIES ETF |
| SSGA ACTIVE ETF TR | 3457 | 170960 | GLOBL ALLO ETF |
| ISHARES TR | 1228 | 168162 | RUS MD CP GR ETF |
| FIRST TR EXCHANGE TRADED FD | 6306 | 165458 | FT VEST RIS |
| ARK ETF TR | 2145 | 164993 | INNOVATION ETF |
| BP PLC | 4739 | 164589 | SPONSORED ADR |
| ISHARES TR | 434 | 162073 | RUS 1000 ETF |
| BOOKING HOLDINGS INC | 30 | 160660 | COM |
| SELECT SECTOR SPDR TR | 3564 | 159327 | ENERGY |
| CISCO SYS INC | 2064 | 159019 | COM |
| VANGUARD INDEX FDS | 1795 | 158839 | REAL ESTATE ETF |
| MARVELL TECHNOLOGY INC | 1867 | 158658 | COM |
| CROWDSTRIKE HLDGS INC | 332 | 155628 | CL A |
| AMETEK INC | 751 | 154188 | COM |
| CAPITAL GROUP CORE BALANCED | 4359 | 153988 | SHS |
| SPDR SER TR | 1628 | 153372 | S&P 600 SMCP GRW |
| SIRIUSXM HOLDINGS INC | 7652 | 153002 | COMMON STOCK |
| NORTHROP GRUMMAN CORP | 268 | 152816 | COM |
| INVESCO EXCHANGE TRADED FD T | 797 | 152675 | S&P500 EQL WGT |
| BLACKROCK ETF TRUST II | 6784 | 150740 | ISHARES HIGH YIE |
| VISTRA CORP | 912 | 147163 | COM |
| GENERAL MTRS CO | 1773 | 144190 | COM |
| NUSCALE PWR CORP | 10155 | 143896 | CL A COM |
| HUMANA INC | 560 | 143433 | COM |
| J P MORGAN EXCHANGE TRADED F | 2852 | 142818 | DIVERSFD EQT ETF |
| JOHNSON CTLS INTL PLC | 1182 | 141545 | SHS |
| ISHARES TR | 1244 | 134800 | U.S. UTILITS ETF |
| TIMOTHY PLAN | 3469 | 133673 | HIG DV STK ETF |
| SCHNEIDER NATIONAL INC | 4999 | 132623 | CL B |
| VERISK ANALYTICS INC | 590 | 131977 | COM |
| WABTEC | 615 | 131282 | COM |
| FEDEX CORP | 454 | 131211 | COM |
| J P MORGAN EXCHANGE TRADED F | 1963 | 130392 | HEDGED EQUITY LA |
| DISNEY WALT CO | 1146 | 130383 | COM |
| PROGRESSIVE CORP | 553 | 125884 | COM |
| ISHARES TR | 964 | 124528 | EXPND TEC SC ETF |
| METLIFE INC | 1566 | 123637 | COM |
| ISHARES GOLD TR | 1519 | 123297 | ISHARES NEW |
| ACCENTURE PLC IRELAND | 459 | 123150 | SHS CLASS A |
| MONDELEZ INTL INC | 2288 | 123147 | CL A |
| ISHARES TR | 1249 | 119941 | MSCI EAFE ETF |
| ISHARES TR | 1779 | 119072 | US CONSM STAPLES |
| ISHARES TR | 1184 | 118253 | CORE US AGGBD ET |
| FIRST TR HIGH YIELD OPPRT 20 | 8291 | 116654 | COM |
| LANTHEUS HLDGS INC | 1740 | 115797 | COM |
| JACOBS SOLUTIONS INC | 867 | 114843 | COM |
| L3HARRIS TECHNOLOGIES INC | 385 | 113024 | COM |
| DRAFTKINGS INC NEW | 3276 | 112891 | COM CL A |
| SPDR SER TR | 1146 | 111413 | BLOOMBERG HIGH Y |
| ISHARES TR | 972 | 110536 | SP SMCP600VL ETF |
| T ROWE PRICE ETF INC | 2457 | 110502 | PRICE DIV GRWT |
| RBB FUND TRUST | 8518 | 109885 | TWEEDY BROWNE |
| QUALCOMM INC | 635 | 108617 | COM |
| FIRST TR EXCHANGE TRADED FD | 3062 | 108244 | GROWTH STRENGTH |
| NOVO NORDISK A S | 2114 | 107560 | ADR |
| ISHARES TR | 501 | 107464 | US AER DEF ETF |
| FIRST TR EXCHANGE TRADED FD | 1504 | 107459 | NASDAQ CYB ETF |
| FORTINET INC | 1325 | 105218 | COM |
| CBOE GLOBAL MKTS INC | 415 | 104165 | COM |
| DATADOG INC | 750 | 101993 | CL A COM |
| WARNER BROS DISCOVERY INC | 3478 | 100236 | COM SER A |
| PLEXUS CORP | 681 | 100107 | COM |
| FIDELITY NATL INFORMATION SV | 1494 | 99314 | COM |
| NETFLIX INC | 1056 | 99011 | COM |
| SCHWAB STRATEGIC TR | 4116 | 98949 | INTL EQTY ETF |
| VANGUARD WORLD FD | 1546 | 98372 | ESG US CORP BD |
| VANGUARD INDEX FDS | 551 | 97658 | MCAP VL IDXVIP |
| BRISTOL MYERS SQUIBB CO | 1762 | 95020 | COM |
| BANK MONTREAL QUE | 716 | 92930 | COM |
| TJX COS INC NEW | 602 | 92447 | COM |
| J P MORGAN EXCHANGE TRADED F | 1225 | 91761 | INTRNL RES EQT |
| APPLIED MATLS INC | 355 | 91358 | COM |
| SALESFORCE INC | 341 | 90425 | COM |
| SPDR INDEX SHS FDS | 1783 | 89992 | MSCI EAFE FS ETF |
| ALLIANT ENERGY CORP | 1372 | 89194 | COM |
| ISHARES TR | 1845 | 88453 | US HLTHCR PR ETF |
| ENTERGY CORP NEW | 954 | 88178 | COM |
| CRISPR THERAPEUTICS AG | 1667 | 87417 | NAMEN AKT |
| VANGUARD WORLD FD | 1218 | 87233 | ESG INTL STK ETF |
| SCHWAB STRATEGIC TR | 3000 | 85440 | US SML CAP ETF |
| EXELON CORP | 1942 | 84652 | COM |
| LEIDOS HOLDINGS INC | 469 | 84608 | COM |
| CALAMOS STRATEGIC TOTAL RETU | 4400 | 84480 | COM SH BEN INT |
| US BANCORP DEL | 1583 | 84469 | COM NEW |
| FIRST TR STOXX EUROPEAN SELE | 4816 | 84285 | COMMON SHS |
| SPDR SER TR | 917 | 83841 | BLOOMBERG 1-3 MO |
| RPM INTL INC | 796 | 82775 | COM |
| GOLDMAN SACHS GROUP INC | 94 | 82229 | COM |
| ISHARES TR | 1260 | 82026 | US HLTHCARE ETF |
| CITIGROUP INC | 703 | 81989 | COM NEW |
| REDDIT INC | 348 | 79995 | CL A |
| MICROSTRATEGY INC | 522 | 79318 | CL A NEW |
| MGM RESORTS INTERNATIONAL | 2130 | 77740 | COM |
| AMGEN INC | 237 | 77572 | COM |
| SHERWIN WILLIAMS CO | 238 | 77146 | COM |
| CONOCOPHILLIPS | 799 | 74794 | COM |
| AURORA INNOVATION INC | 19435 | 74630 | CLASS A COM |
| ISHARES TR | 675 | 74351 | IBOXX INV CP ETF |
| FIRST TR EXCHNG TRADED FD VI | 3715 | 73822 | FT ENERGY INCOME |
| TARGET CORP | 743 | 72628 | COM |
| AB ACTIVE ETFS INC | 1438 | 72580 | ULTRA SHORT INCM |
| LOCKHEED MARTIN CORP | 150 | 72551 | COM |
| SPDR SER TR | 589 | 71854 | S&P BIOTECH |
| PAYPAL HLDGS INC | 1191 | 69556 | COM |
| ZOETIS INC | 551 | 69360 | CL A |
| GLOBAL X FDS | 842 | 69245 | S&P 500 CATHOLIC |
| HOLOGIC INC | 925 | 68903 | COM |
| FIRST TR EXCHNG TRADED FD VI | 2000 | 68020 | FT VEST US EQUIT |
| ISHARES TR | 480 | 67747 | SELECT DIVID ETF |
| CHUBB LIMITED | 215 | 67100 | COM |
| SLR INVESTMENT CORP | 4318 | 66757 | COM |
| BOSTON SCIENTIFIC CORP | 700 | 66745 | COM |
| ENBRIDGE INC | 1390 | 66499 | COM |
| ARCHER DANIELS MIDLAND CO | 1146 | 65904 | COM |
| ISHARES TR | 488 | 64216 | S&P MC 400VL ETF |
| SOFI TECHNOLOGIES INC | 2399 | 62806 | COM |
| ISHARES TR | 2916 | 62461 | MRNGSTR INC ETF |
| VALERO ENERGY CORP | 377 | 61372 | COM |
| NUVEEN MUN HIGH INCOME OPPOR | 6000 | 61140 | COM |
| KRATOS DEFENSE SEC SOLUTIO | 800 | 60728 | COM NEW |
| CIRRUS LOGIC INC | 500 | 59250 | COM |
| ISHARES TR | 992 | 59193 | COHEN STEER REIT |
| ISHARES TR | 1902 | 58886 | PFD AND INCM SEC |
| TIMOTHY PLAN | 1386 | 57448 | U S SM CP CORE |
| AMPHENOL CORP NEW | 422 | 57029 | CL A |
| KEURIG DR PEPPER INC | 2000 | 56020 | COM |
| ISHARES TR | 1163 | 55263 | U.S. ENERGY ETF |
| MARRIOTT INTL INC NEW | 174 | 53982 | CL A |
| WATSCO INC | 160 | 53912 | COM |
| SOUTHERN COPPER CORP | 376 | 53910 | COM |
| AGNC INVT CORP | 5000 | 53600 | COM |
| ISHARES TR | 997 | 52720 | ISHS 1-5YR INVS |
| URANIUM ENERGY CORP | 4500 | 52560 | COM |
| INTEL CORP | 1406 | 51869 | COM |
| FIRST TR EXCHNG TRADED FD VI | 1043 | 50926 | FT VEST US EQT |
| EATON VANCE TAX ADVT DIV INC | 2022 | 50914 | COM |
| PALO ALTO NETWORKS INC | 276 | 50839 | COM |
| PRINCIPAL FINANCIAL GROUP IN | 560 | 49398 | COM |
| ISHARES TR | 384 | 48641 | GLOBAL 100 ETF |
| DELTA AIR LINES INC DEL | 699 | 48491 | COM NEW |
| INVESCO EXCHANGE TRADED FD T | 463 | 48374 | PHARMACEUTICALS |
| SERVICENOW INC | 315 | 48255 | COM |
| CONSOLIDATED EDISON INC | 467 | 46382 | COM |
| DOVER CORP | 237 | 46272 | COM |
| ISHARES TR | 97 | 45910 | RUS 1000 GRW ETF |
| ISHARES TR | 272 | 45905 | ISHARES BIOTECH |
| EAGLE POINT INCOME COMPANY I | 4000 | 45640 | COM |
| PRUDENTIAL FINL INC | 404 | 45584 | COM |
| SPDR INDEX SHS FDS | 1068 | 45537 | MSCI EMR MKT ETF |
| TENET HEALTHCARE CORP | 227 | 45109 | COM NEW |
| GE HEALTHCARE TECHNOLOGIES I | 545 | 44707 | COMMON STOCK |
| KINDER MORGAN INC DEL | 1625 | 44671 | COM |
| ENERGY TRANSFER L P | 2691 | 44374 | COM UT LTD PTN |
| SPDR SER TR | 499 | 43984 | HLTH CR EQUIP |
| ANALOG DEVICES INC | 162 | 43934 | COM |
| J P MORGAN EXCHANGE TRADED F | 865 | 43692 | MUNICIPAL ETF |
| GENERAL MLS INC | 937 | 43571 | COM |
| EMERSON ELEC CO | 326 | 43262 | COM |
| AXON ENTERPRISE INC | 76 | 43163 | COM |
| LAM RESEARCH CORP | 250 | 42795 | COM NEW |
| TRAVEL PLUS LEISURE CO | 604 | 42577 | COM |
| RED CAT HLDGS INC | 5356 | 42473 | COM |
| COMCAST CORP NEW | 1412 | 42205 | CL A |
| CLOROX CO DEL | 413 | 41643 | COM |
| ISHARES TR | 632 | 41112 | GRWT ALLOCAT ETF |
| TEXAS INSTRS INC | 236 | 40944 | COM |
| INTERACTIVE BROKERS GROUP IN | 632 | 40644 | COM CL A |
| VANGUARD INTL EQUITY INDEX F | 478 | 39989 | FTSE EUROPE ETF |
| AUTOMATIC DATA PROCESSING IN | 154 | 39498 | COM |
| TIMOTHY PLAN | 867 | 39404 | US LRGMD CP CORE |
| ISHARES TR | 440 | 39362 | CORE MSCI EAFE |
| WELLTOWER INC | 212 | 39349 | COM |
| SNOWFLAKE INC | 179 | 39265 | CL A |
| ROBINHOOD MKTS INC | 346 | 39133 | COM CL A |
| VANGUARD BD INDEX FDS | 500 | 38940 | INTERMED TERM |
| NORTHERN LTS FD TR IV | 1065 | 38846 | INSPIRE INTL ETF |
| COLGATE PALMOLIVE CO | 480 | 37930 | COM |
| SPOTIFY TECHNOLOGY S A | 65 | 37746 | SHS |
| SPDR SER TR | 872 | 37695 | PRTFLO S&P500 HI |
| SYNOPSYS INC | 80 | 37578 | COM |
| SELECT SECTOR SPDR TR | 310 | 37017 | SBI CONS DISCR |
| AST SPACEMOBILE INC | 509 | 36969 | COM CL A |
| SCHLUMBERGER LTD | 951 | 36499 | COM STK |
| TKO GROUP HOLDINGS INC | 174 | 36408 | CL A |
| T ROWE PRICE ETF INC | 1006 | 36100 | SMALL MID CAP |
| IONQ INC | 804 | 36075 | COM |
| VIKING HOLDINGS LTD | 500 | 35705 | ORD SHS |
| TERADYNE INC | 183 | 35421 | COM |
| HUNTINGTON BANCSHARES INC | 2036 | 35321 | COM |
| BERKLEY W R CORP | 501 | 35130 | COM |
| SCHWAB STRATEGIC TR | 1183 | 35026 | US LCAP VA ETF |
| FASTENAL CO | 871 | 34947 | COM |
| SUNCOR ENERGY INC NEW | 776 | 34435 | COM |
| DOMINION ENERGY INC | 582 | 34083 | COM |
| HOWMET AEROSPACE INC | 166 | 34033 | COM |
| BLACKROCK CAP ALLOCATION TER | 2400 | 33984 | COM |
| LAUDER ESTEE COS INC | 324 | 33958 | CL A |
| AMCOR PLC | 4070 | 33944 | ORD |
| CARVANA CO | 80 | 33762 | CL A |
| UNUM GROUP | 427 | 33093 | COM |
| BLOOM ENERGY CORP | 380 | 33018 | COM CL A |
| ISHARES TR | 392 | 32332 | CORE MSCI INTL |
| VANGUARD WHITEHALL FDS | 357 | 32092 | INTL HIGH ETF |
| ENTERPRISE PRODS PARTNERS L | 1001 | 32081 | COM |
| ISHARES TR | 797 | 31980 | CONSER ALLOC ETF |
| EDWARDS LIFESCIENCES CORP | 374 | 31884 | COM |
| WISDOMTREE TR | 309 | 31501 | US HIGH DIVIDEND |
| LENNOX INTL INC | 64 | 31077 | COM |
| SS C TECHNOLOGIES HLDGS INC | 350 | 30597 | COM |
| EAGLE POINT CREDIT COMPANY I | 5300 | 30528 | COM |
| EXACT SCIENCES CORP | 300 | 30468 | COM |
| NUVEEN QUALITY MUNCP INCOME | 2494 | 29982 | COM |
| FIRST TR EXCHANGE TRADED FD | 230 | 29918 | CLOUD COMPUTING |
| DTE ENERGY CO | 227 | 29328 | COM |
| DUKE ENERGY CORP NEW | 250 | 29303 | COM NEW |
| SEAGATE TECHNOLOGY HLDNGS PL | 106 | 29191 | ORD SHS |
| AIRBNB INC | 215 | 29180 | COM CL A |
| RELIANCE INC | 100 | 28887 | COM |
| NOVARTIS AG | 207 | 28539 | SPONSORED ADR |
| LIVE NATION ENTERTAINMENT IN | 200 | 28500 | COM |
| CARNIVAL CORP | 922 | 28158 | UNIT 99/99/9999 |
| ISHARES INC | 416 | 27964 | CORE MSCI EMKT |
| FLEXSHARES TR | 607 | 27831 | MORNSTAR UPSTR |
| SPDR SER TR | 815 | 27559 | PORTFOLIO INTRMD |
| CENTERPOINT ENERGY INC | 713 | 27317 | COM |
| FAIR ISAAC CORP | 16 | 27050 | COM |
| KEYCORP | 1280 | 26419 | COM |
| CRH PLC | 211 | 26333 | ORD |
| VICTORY PORTFOLIOS II | 1196 | 26319 | CORE INTRMEDIATE |
| SMUCKER J M CO | 268 | 26245 | COM NEW |
| NORDSON CORP | 109 | 26207 | COM |
| VALE S A | 2000 | 26060 | SPONSORED ADS |
| GRAIL INC | 304 | 26019 | COM |
| VANECK ETF TRUST | 250 | 25890 | MRNGSTR WDE MOAT |
| PEMBINA PIPELINE CORP | 680 | 25881 | COM |
| HORIZON TECHNOLOGY FIN CORP | 4000 | 25800 | COM |
| SYSCO CORP | 350 | 25792 | COM |
| BANK NEW YORK MELLON CORP | 220 | 25540 | COM |
| CORTEVA INC | 380 | 25496 | COM |
| ISHARES TR | 236 | 25278 | NATIONAL MUN ETF |
| GRAINGER W W INC | 25 | 25233 | COM |
| ALPS ETF TR | 531 | 24968 | ALERIAN MLP |
| J P MORGAN EXCHANGE TRADED F | 365 | 24871 | DIV RTN INT EQ |
| FIRST TR EXCHNG TRADED FD VI | 1000 | 24605 | VEST BUFFERED |
| BADGER METER INC | 141 | 24592 | COM |
| ISHARES TR | 204 | 24528 | CORE S&P SCP ETF |
| KINROSS GOLD CORP | 864 | 24330 | COM |
| ZSCALER INC | 107 | 24066 | COM |
| APPLIED DIGITAL CORP | 976 | 23932 | COM NEW |
| MICROCHIP TECHNOLOGY INC | 372 | 23735 | COM |
| OLD REP INTL CORP | 518 | 23642 | COM |
| ISHARES TR | 112 | 23558 | RUS 1000 VAL ETF |
| TRUIST FINL CORP | 473 | 23276 | COM |
| INVESCO EXCH TRADED FD TR II | 1000 | 23190 | NATL AMT MUNI |
| SHOPIFY INC | 144 | 23180 | CL A |
| MANITOWOC CO INC | 1926 | 23093 | COM NEW |
| SELECT SECTOR SPDR TR | 537 | 22945 | SBI INT-UTILS |
| ISHARES TR | 282 | 22738 | IBOXX HI YD ETF |
| T MOBILE US INC | 112 | 22709 | COM |
| CALAMOS CONV HIGH INCOME F | 2000 | 22620 | COM SHS |
| ELEVANCE HEALTH INC | 64 | 22547 | COM |
| ISHARES TR | 362 | 22498 | U.S. MED DVC ETF |
| HARTFORD FINL SVCS GROUP INC | 163 | 22461 | COM |
| FIRST TR MULTI CAP GROWTH AL | 138 | 22319 | COM SHS |
| SPDR INDEX SHS FDS | 319 | 22257 | S&P GBLINF ETF |
| ROLLINS INC | 370 | 22207 | COM |
| JD COM INC | 770 | 22112 | SPON ADS CL A |
| PINTEREST INC | 854 | 22110 | CL A |
| BLACKROCK DEBT STRATEGIES FD | 2152 | 21908 | COM NEW |
| AEROVIRONMENT INC | 90 | 21770 | COM |
| NIKE INC | 341 | 21702 | CL B |
| BIGBEAR AI HLDGS INC | 4008 | 21643 | COM |
| AFFILIATED MANAGERS GROUP IN | 75 | 21621 | COM |
| SANMINA CORPORATION | 144 | 21610 | COM |
| J P MORGAN EXCHANGE TRADED F | 424 | 21599 | ULTRA SHT MUNCPL |
| ISHARES TR | 262 | 21585 | MRGSTR MD CP VAL |
| AB ACTIVE ETFS INC | 573 | 21544 | HIGH YIELD ETF |
| OMNICOM GROUP INC | 265 | 21399 | COM |
| HUBSPOT INC | 53 | 21269 | COM |
| WILLIAMS COS INC | 353 | 21219 | COM |
| TRUMP MEDIA TECHNOLOGY GRO | 1597 | 21144 | COM |
| GRANITESHARES PLATINUM TR | 1061 | 20934 | SHS BEN INT |
| VANGUARD WHITEHALL FDS | 228 | 20845 | INTL DVD ETF |
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