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| Holdings Found : 100 | View All Holdings | Currently Viewing: Increased Positions | Page 1 of 1 | ||||
Menu |
Ticker | Company Name | Position Rank |
New/Closed Postion |
Last Close |
Value | Shares Held | % of Portfolio |
Value Change |
Change In Shares Held |
% of Company | Industry |
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AMLP | Alerian MLP ETF | - | $4.60 | $14,235,000 | 299,939 | % | 1,508,000 | 618 | 0 | N/A | |
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FSK | Fs Kkr Capital Inc | - | $4.20 | $13,487,000 | 707,230 | % | -453,000 | 9,142 | 0 | N/A | |
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COST | Costco Wholesale Corp | - | $763.41 | $12,138,000 | 16,567 | % | 1,212,000 | 14 | 0 | N/A | |
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AAPL | Apple Inc | - | $182.74 | $9,491,000 | 55,348 | % | -937,000 | 1,182 | 0 | N/A | |
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SCHD | Schwab US Dividend Equity ETF | - | $78.51 | $7,970,000 | 98,848 | % | 636,000 | 2,511 | 0 | N/A | |
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AMZN | Amazon.com Inc | - | $188.00 | $7,362,000 | 40,812 | % | 1,463,000 | 1,987 | 0 | N/A | |
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NVDA | NVIDIA Corporation | - | $904.12 | $7,304,000 | 8,083 | % | 3,340,000 | 78 | 0 | N/A | |
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MSFT | Microsoft Corp | - | $410.54 | $5,256,000 | 12,493 | % | 739,000 | 479 | 0 | N/A | |
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JEPQ | Jpmorgan Nasdaq Equity Prem... | - | $0.00 | $4,595,000 | 84,715 | % | 2,122,000 | 35,168 | 0 | N/A | |
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SPY | Standard & Poors Depository... | - | $517.19 | $4,319,000 | 8,256 | % | 639,000 | 512 | 0 | N/A | |
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IYW | iShares Trust DJ US Sector | - | $133.68 | $4,072,000 | 30,148 | % | 2,027,000 | 13,484 | 0 | N/A | |
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IVW | ishares tr S&P 500 BARRA GR | - | $84.43 | $3,629,000 | 42,971 | % | 517,000 | 1,521 | 0 | N/A | |
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SPYG | SPDR Dow Jones Wilshire Lar... | - | $73.15 | $3,486,000 | 47,652 | % | 569,000 | 2,806 | 0 | N/A | |
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TBIL | Us Treasury 3 Month Bill Etf | - | $0.00 | $3,265,000 | 65,254 | % | 502,000 | 9,836 | 0 | N/A | |
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JPST | Jp Morgan Ultra Short Incom... | - | $0.00 | $3,058,000 | 60,617 | % | 348,000 | 6,656 | 0 | N/A | |
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VTI | Vanguard Total Stock Market... | - | $256.30 | $2,955,000 | 11,368 | % | 264,000 | 24 | 0 | N/A | |
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IWF | iShares Russell 1000 Growth | - | $335.19 | $2,872,000 | 8,521 | % | 336,000 | 155 | 0 | N/A | |
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XLV | SPDR Select Sector Health | - | $142.08 | $2,740,000 | 18,550 | % | 282,000 | 523 | 0 | N/A | |
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BRK.B | Berkshire Hathaway B | - | $406.37 | $2,680,000 | 6,372 | % | 453,000 | 126 | 0 | N/A | |
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TMW | SPDR Dow Jones Wilshire TOT... | - | $63.38 | $2,591,000 | 40,389 | % | 307,000 | 1,310 | 0 | N/A | |
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XOM | Exxon Mobil Corp | - | $116.15 | $2,542,000 | 21,867 | % | 588,000 | 2,315 | 0 | N/A | |
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BUFR | First Tr Exchng Traded Fd Vi | - | $0.00 | $2,395,000 | 85,668 | % | 983,000 | 32,501 | 0 | N/A | |
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KNG | Ft Cboe S&p 500 Dividend Ta... | - | $0.00 | $2,380,000 | 44,305 | % | 2,089,000 | 38,672 | 0 | N/A | |
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ILPT | Industrial Logistics Proper... | - | $3.95 | $2,291,000 | 533,919 | % | -179,000 | 8,222 | 0 | N/A | |
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COWZ | Pacer Us Cash Cows 100 Etf | - | $0.00 | $2,240,000 | 38,552 | % | 522,000 | 5,502 | 0 | N/A | |
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SMH | Vaneck Vectors Semiconducto... | - | $208.63 | $1,944,000 | 8,641 | % | 1,944,000 | 8,641 | 0 | N/A | |
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LMBS | First Trust Low Duration Mo... | - | $0.00 | $1,781,000 | 36,915 | % | 56,000 | 1,199 | 0 | N/A | |
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V | Visa Inc | - | $277.19 | $1,507,000 | 5,400 | % | 441,000 | 1,304 | 0 | N/A | |
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VOO | Vanguard S&P 500 Etf | - | $475.42 | $1,399,000 | 2,910 | % | 206,000 | 177 | 0 | N/A | |
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XHB | SPDR S&P Homebuilders | - | $105.42 | $1,350,000 | 12,096 | % | 1,348,000 | 12,070 | 0 | N/A | |
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QPFF | American Century Quality Pr... | - | $0.00 | $1,325,000 | 35,717 | % | 165,000 | 3,364 | 0 | N/A | |
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ARKK | Ark Innovation ETF | - | $44.43 | $1,298,000 | 25,924 | % | 641,000 | 13,375 | 0 | N/A | |
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NET | Cloudflare, Inc. | - | $0.00 | $1,212,000 | 12,518 | % | 240,000 | 838 | 0 | N/A | |
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GOOGL | Alphabet Inc | - | $169.38 | $1,200,000 | 7,954 | % | 332,000 | 1,734 | 0 | N/A | |
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SPYV | SPDR Dow Jones Wilshire Lar... | - | $48.85 | $1,181,000 | 23,579 | % | 225,000 | 3,069 | 0 | N/A | |
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MUST | Columbia Multi-sector Munic... | - | $0.00 | $1,165,000 | 56,377 | % | 189,000 | 9,566 | 0 | N/A | |
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GOOG | Alphabet Inc | - | $171.16 | $1,144,000 | 7,515 | % | 166,000 | 569 | 0 | N/A | |
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CGDV | Capital Group Dividend Valu... | - | $0.00 | $1,121,000 | 34,498 | % | 141,000 | 1,643 | 0 | N/A | |
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MRK | Merck & Co Inc | - | $131.20 | $1,117,000 | 8,463 | % | 218,000 | 215 | 0 | Drug Manufacturers - ... | |
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GOV | Government Properties Incom... | - | $2.31 | $1,062,000 | 520,709 | % | -2,725,000 | 3,334 | 0 | N/A | |
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RECS | Columbia Research Enhanced ... | - | $0.00 | $1,052,000 | 33,963 | % | 202,000 | 3,265 | 0 | N/A | |
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WTAI | Wisdomtree Artificial Intel... | - | $0.00 | $1,036,000 | 49,865 | % | 291,000 | 13,840 | 0 | N/A | |
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PXF | Invesco FTSE RAFI Dev Mkts ... | - | $49.85 | $1,034,000 | 20,822 | % | 181,000 | 2,816 | 0 | N/A | |
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CIBR | First Trust Nasdaq Cea Cybe... | - | $0.00 | $1,028,000 | 18,228 | % | 872,000 | 15,324 | 0 | N/A | |
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RTH | Vaneck Vectors Retail Etf | - | $204.73 | $1,004,000 | 4,758 | % | 260,000 | 804 | 0 | N/A | |
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FB | Meta Platforms Inc | - | $472.60 | $941,000 | 1,937 | % | 592,000 | 949 | 0 | N/A | |
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MPC | Marathon Petroleum Corp | - | $180.93 | $937,000 | 4,648 | % | 251,000 | 18 | 0 | N/A | |
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VONG | Vanguard Russell 1000 Growt... | - | $86.23 | $936,000 | 10,794 | % | 207,000 | 1,438 | 0 | N/A | |
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PRF | Invesco FTSE RAFI US | - | $36.69 | $925,000 | 24,037 | % | 83,000 | 96 | 0 | N/A | |
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JVAL | Jpmorgan Us Value Factor Etf | - | $0.00 | $921,000 | 22,128 | % | 109,000 | 1,073 | 0 | N/A | |
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QUAL | Ishares Msci Usa Quality Fa... | - | $0.00 | $917,000 | 5,577 | % | 116,000 | 128 | 0 | N/A | |
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WMT | Wal-Mart Stores Inc | - | $60.24 | $869,000 | 14,435 | % | 148,000 | 9,856 | 0 | N/A | |
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EMM | Global X Emerging Markets Etf | - | $27.09 | $861,000 | 16,137 | % | 86,000 | 225 | 0 | N/A | |
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WM | Waste Management Inc | - | $210.00 | $839,000 | 3,933 | % | 300,000 | 919 | 0 | N/A | |
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ITE | Spdr Brcly Cap Intrmd Trm | - | $27.75 | $806,000 | 28,604 | % | 30,000 | 1,426 | 0 | N/A | |
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TSLA | Tesla Motors Inc | - | $177.81 | $792,000 | 4,507 | % | -167,000 | 646 | 0 | Auto Manufacturers | |
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PLD | ProLogis Inc | - | $105.88 | $723,000 | 5,553 | % | -13,000 | 25 | 0 | N/A | |
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PPA | Invesco Aerospace & Defense... | - | $104.31 | $721,000 | 7,094 | % | 711,000 | 6,982 | 0 | N/A | |
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VGT | Vanguard I T VIPERS | - | $515.42 | $720,000 | 1,372 | % | 317,000 | 539 | 0 | N/A | |
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IBM | International Business Mach... | - | $169.90 | $685,000 | 3,584 | % | 208,000 | 666 | 0 | N/A | |
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ADP | Automatic Data Processing Inc | - | $242.94 | $680,000 | 2,724 | % | 49,000 | 12 | 0 | N/A | |
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DE | Deere & Co | - | $405.42 | $676,000 | 1,646 | % | 55,000 | 92 | 0 | N/A | |
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UNP | Union Pacific Corp | - | $245.90 | $647,000 | 2,632 | % | 3,000 | 8 | 0 | N/A | |
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GWL | St Spdr S&P Wld Xus | - | $35.70 | $634,000 | 17,689 | % | 73,000 | 1,170 | 0 | N/A | |
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CALF | Pacer Us Small Cap Cash Cow... | - | $0.00 | $630,000 | 12,810 | % | 76,000 | 1,260 | 0 | N/A | |
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CRWD | Crowdstrike Holdings, Inc. | - | $313.76 | $620,000 | 1,933 | % | 397,000 | 1,057 | 0 | N/A | |
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PLTR | Palantir Technologies Inc | - | $21.56 | $597,000 | 25,939 | % | 257,000 | 6,079 | 0 | N/A | |
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VEA | Vanguard Europe Pacific ETF | - | $49.56 | $588,000 | 11,722 | % | 61,000 | 705 | 0 | N/A | |
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CAT | Caterpillar Inc | - | $344.50 | $580,000 | 1,581 | % | 172,000 | 200 | 0 | N/A | |
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SKYY | First Trust Ise Cloud Compu... | - | $92.49 | $573,000 | 5,990 | % | 67,000 | 217 | 0 | N/A | |
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MBG | Spdr Brcly Captl Mrtg Bkd | - | $21.32 | $572,000 | 26,313 | % | 26,000 | 1,549 | 0 | N/A | |
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XMLV | Invesco S&P MidCap Low Vola... | - | $56.01 | $571,000 | 10,121 | % | 36,000 | 57 | 0 | N/A | |
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FTAI | Fortress Transportation & I... | - | $78.50 | $560,000 | 8,314 | % | 189,000 | 299 | 0 | N/A | |
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USTB | Victoryshares Usaa Core Sho... | - | $0.00 | $560,000 | 11,230 | % | 226,000 | 4,480 | 0 | N/A | |
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XLF | SPDR Financial Sector | - | $41.36 | $558,000 | 13,252 | % | 91,000 | 809 | 0 | N/A | |
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BSCP | Invesco Bulletshares 2025 C... | - | $20.46 | $545,000 | 26,695 | % | 5,000 | 292 | 0 | N/A | |
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BA | Boeing Co | - | $180.35 | $526,000 | 2,727 | % | 108,000 | 1,120 | 0 | N/A | |
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DGRO | iShares Core Dividend Growth | - | $57.16 | $505,000 | 8,701 | % | 40,000 | 50 | 0 | N/A | |
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MO | Altria Group Inc | - | $44.29 | $501,000 | 11,482 | % | 87,000 | 1,200 | 0 | N/A | |
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IWP | iShares Tr Russell MidCap Gr | - | $109.22 | $499,000 | 4,372 | % | 73,000 | 293 | 0 | N/A | |
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FALN | Ishares Fallen Angels Usd Bond | - | $0.00 | $493,000 | 18,343 | % | 493,000 | 18,331 | 0 | N/A | |
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NVO | Novo Nordisk A/S (ADR) | - | $126.69 | $493,000 | 3,836 | % | 98,000 | 18 | 0 | N/A | |
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TWOK | Spdr Russell 2000 | - | $42.15 | $492,000 | 11,434 | % | 44,000 | 811 | 0 | N/A | |
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LGLV | Spdr Russell 1000 Low Volat... | - | $152.56 | $491,000 | 3,155 | % | 83,000 | 336 | 0 | N/A | |
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VIG | Vanguard Dividend Appreciat... | - | $179.14 | $478,000 | 2,616 | % | 48,000 | 88 | 0 | N/A | |
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CGCP | Capital Group Core Plus Inc... | - | $0.00 | $458,000 | 20,381 | % | 32,000 | 1,575 | 0 | N/A | |
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DIS | Walt Disney Co | - | $105.44 | $457,000 | 3,731 | % | 184,000 | 700 | 0 | N/A | |
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AVUS | Avantis Us Equity Etf | - | $0.00 | $452,000 | 5,053 | % | 97,000 | 698 | 0 | N/A | |
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BSCQ | Invesco Bulletshares 2026 C... | - | $19.20 | $433,000 | 22,515 | % | 11,000 | 629 | 0 | N/A | |
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XLRE | Real Estate Select Sector S... | - | $37.07 | $432,000 | 10,918 | % | 12,000 | 432 | 0 | N/A | |
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BLOK | Amplify Transformational Da... | - | $32.17 | $431,000 | 11,835 | % | 426,000 | 11,662 | 0 | N/A | |
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TLH | iShares Barclays 10-20 Year... | - | $101.11 | $429,000 | 4,085 | % | 302,000 | 2,905 | 0 | N/A | |
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CGGR | Capital Group Growth Etf | - | $0.00 | $427,000 | 13,339 | % | 105,000 | 1,927 | 0 | N/A | |
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IJR | iShares Core S&P Small-Cap | - | $108.26 | $421,000 | 3,807 | % | 10,000 | 9 | 0 | N/A | |
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A | Agilent Technologies Inc | - | $142.80 | $378,000 | 2,597 | % | 33,000 | 115 | 0 | N/A | |
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CELH | Celsius Holdings Inc | - | $77.13 | $376,000 | 4,537 | % | 130,000 | 10 | 0 | N/A | |
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TPSC | Timothy Plan Us Small Cap C... | - | $0.00 | $357,000 | 9,734 | % | 59,000 | 1,287 | 0 | N/A | |
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JGRO | Jpmorgan Active Growth Etf | - | $0.00 | $356,000 | 5,075 | % | 243,000 | 3,216 | 0 | N/A | |
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AGG | iShares Barclays Agency Bond | - | $96.26 | $355,000 | 3,622 | % | 15,000 | 192 | 0 | N/A | |
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ITR | SPDR Series Trust | - | $32.35 | $353,000 | 10,796 | % | 22,000 | 685 | 0 | N/A |
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