Hedge Fund Database

GLADSTONE WEALTH PARTNERS

GLADSTONE INSTITUTIONAL ADVISORY LLC Legal Name

Adviser information for GLADSTONE WEALTH PARTNERS last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 104
Investment Advisory/Research 104
Registered Broker-Dealer Representatives 92
Registered State Investment Advisers 104
Licensed Agents of an Insurance Company 62
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 15,150 $4.0B
Non-Discretionary 120 $14.0M
Total 15,270 $4.0B

Clients

Type Number RAUM
Individuals 4,913 $1.3B
HNW Individuals 1,584 $2.7B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 9 $2.3M
Charitable organizations 7 $693,453
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 22 $43.8M
Other 0 $0
Type Number
No. of Non-RAUM Clients 238
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)WRAP FEE ACCOUNTS, RETIREMENT PLANNING CONSULTING SERVICES, GENERAL CONSULTING SERVICES, AND REFERRAL SERVICES
Compensation % of AUMFixed fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 3.5B
Portfolio Manager to Program Sponsor
STRATEGIC WEALTH MANAGEMENT GLADSTONE WEALTH PARTNERS
CHARLES SCHWAB INSTITUTIONAL GLADSTONE WEALTH PARTNERS
FIDELITY INSTITUTIONAL WEALTH SERVICES GLADSTONE WEALTH PARTNERS
GLADSTONE CAPITAL MANAGEMENT GLADSTONE WEALTH PARTNERS

Identifiers

SEC RIA File Number 801-101532
SEC ERA File Number 801-101532
SEC CIK Numbers 1766530
SEC CRD Numbers 250787
Legal Entity Identifier None

Principal Office

2500 N. MILITARY TRAIL
SUITE 225
BOCA RATON
FL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (908)-719-1313, Fax: (908)-719-1331

Websites

www.facebook.com/gladstonewealth/ www.gladstonewealth.com www.linkedin.com/company/gladstone-wealth-group/ whywouldyoustay.com/

Chief Compliance Officer

DAVID SEAN RICH
CHIEF COMPLIANCE OFFICER
360 KINGSLEY PARK DR.
SUITE 100
FORT MILL
SC
United States
Tel: (704)-816-8006
(Full email address available in API data)

Regulatory Contact

KRISTOPHER BONOCORE
PRESIDENT, MANAGING PARTNER
2500 N. MILITARY TRAIL
#225
BOCA RATON
FL
United States
Tel: (610)999-6039
(Full email address available in API data)

Industry Affiliates

INTEGRITY ADVISORY SOLUTIONS Other investment adviser, including financial planners
RETIREMENT PLAN CONSULTANTS, LLC. Pension consultant
WEALTH MANAGEMENT Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
GWP ADVISORY SERVICES, LLC. Domestic Entity – HOLDING COMPANY 01/2021 > 75%
HUDSON, ROBERT, PAUL Individual – CHAIRMAN & MANAGING MEMBER 05/2015 < 5%
FRICK, RICHARD, EDWARD Individual – CHIEF EXECUTIVE OFFICER 01/2021 < 5%
BROTHERS, KEITH, THOMAS Individual – CHIEF OPERATING OFFICER 01/2021 < 5%
RICH, DAVID, SEAN Individual – CHIEF COMPLIANCE OFFICER 04/2021 < 5%
SLOMIN, ROBERT, PAUL Individual – CHIEF RISK OFFICER 06/2017 < 5%
BONOCORE, KRISTOPHER Individual – PRESIDENT 01/2021 < 5%
MARCHETTI, PHILIP, ANTHONY Individual – DIRECTOR 01/2021 < 5%
HERLEIN, JAMES Individual – CHIEF FINANCIAL OFFICER 12/2021 < 5%
KESSLER, CRAIG, ADAM Individual – CHIEF INVESTMENT OFFICER 12/2020 < 5%
INTEGRITY MARKETING PARTNERS, LLC. Domestic Entity GWP ADVISORY SERVICES, LLC. SHAREHOLDER 10/2022 > 75%
INTEGRITY MARKETING ACQUISITION, LLC. Domestic Entity INTEGRITY MARKETING PARTNERS, LLC. SHAREHOLDER 10/2022 > 75%
INTEGRITY MARKETING INTERMEDIATE, LLC. Domestic Entity INTEGRITY MARKETING ACQUISITION, LLC. SHAREHOLDER 10/2022 > 75%
INTEGRITY MARKETING PARENT, LLC. Domestic Entity INTEGRITY MARKETING INTERMEDIATE, LLC. SHAREHOLDER 10/2022 > 75%
INTEGRITY MARKETING GROUP, LLC. Domestic Entity INTEGRITY MARKETING PARENT, LLC. SHAREHOLDER 10/2022 > 75%

No. Employees, Historic

2001000201920202021202220232024202544 on 4/1/201944 on 4/4/201944 on 4/18/201944 on 5/6/201944 on 5/8/201944 on 5/14/201945 on 5/20/201945 on 5/29/201946 on 5/31/201946 on 6/7/201946 on 6/14/201945 on 6/27/201947 on 7/17/201948 on 8/5/201948 on 8/15/201947 on 9/10/201946 on 9/25/201946 on 9/30/201940 on 11/8/201940 on 11/26/201940 on 12/5/201940 on 12/10/201940 on 1/3/202040 on 1/6/202041 on 1/9/202042 on 1/31/202042 on 2/7/202042 on 2/25/202049 on 3/9/202049 on 3/9/202049 on 3/11/202049 on 3/24/202049 on 3/25/202049 on 3/30/202049 on 3/30/202049 on 3/30/202049 on 4/1/202049 on 4/8/202049 on 4/23/202049 on 4/27/202049 on 5/12/202049 on 5/12/202049 on 6/9/202052 on 6/30/202054 on 7/8/202054 on 7/29/202054 on 8/3/202054 on 8/11/202054 on 8/13/202054 on 8/14/202054 on 9/2/202053 on 9/22/202054 on 10/5/202055 on 10/14/202055 on 10/28/202055 on 11/9/202055 on 11/30/202055 on 12/21/202054 on 12/23/202054 on 12/24/202054 on 1/21/202165 on 3/31/202165 on 3/31/202165 on 4/1/202165 on 4/15/202165 on 6/16/202165 on 7/6/202165 on 7/6/202165 on 7/9/202165 on 7/13/202165 on 7/28/202165 on 7/29/202165 on 8/10/202165 on 9/2/202165 on 9/8/202165 on 10/18/202165 on 12/17/202165 on 1/3/202265 on 1/3/202265 on 1/6/202265 on 1/21/202265 on 1/27/2022107 on 3/31/2022107 on 3/31/2022107 on 4/1/2022107 on 4/29/2022107 on 4/29/2022107 on 5/10/2022107 on 6/7/2022107 on 8/8/2022107 on 8/15/2022107 on 9/16/2022107 on 9/16/2022107 on 10/5/2022107 on 11/11/2022107 on 11/11/2022107 on 11/11/2022107 on 12/2/2022107 on 12/7/2022107 on 1/6/2023107 on 1/6/2023107 on 1/26/2023107 on 2/9/2023107 on 2/23/2023110 on 3/31/2023109 on 4/3/2023102 on 4/5/2023101 on 4/21/2023101 on 4/21/2023102 on 5/5/2023102 on 5/11/2023100 on 5/18/2023100 on 6/1/2023101 on 7/7/2023101 on 8/3/2023101 on 8/22/2023101 on 9/29/2023101 on 11/27/2023101 on 1/31/2024104 on 3/28/2024

RAUM, Historic

5B3B02019202020212022202320242025613654733 on 4/1/2019613654733 on 4/4/2019613654733 on 4/18/2019613654733 on 5/6/2019613654733 on 5/8/2019613654733 on 5/14/2019613654733 on 5/20/2019613654733 on 5/29/2019613654733 on 5/31/2019613654733 on 6/7/2019613654733 on 6/14/2019613654733 on 6/27/2019613654733 on 7/17/2019613654733 on 8/5/2019613654733 on 8/15/2019613654733 on 9/10/2019613654733 on 9/25/2019613654733 on 9/30/2019613654733 on 11/8/2019613654733 on 11/26/2019613654733 on 12/5/2019613654733 on 12/10/2019613654733 on 1/3/2020613654733 on 1/6/2020613654733 on 1/9/2020613654733 on 1/31/2020613654733 on 2/7/2020613654733 on 2/25/2020613654733 on 3/9/2020613654733 on 3/9/2020613654733 on 3/11/20201104310880 on 3/24/20201104310880 on 3/25/20201104310880 on 3/30/20201104310880 on 3/30/20201104310880 on 3/30/20201104310880 on 4/1/20201104310880 on 4/8/20201104310880 on 4/23/20201104310880 on 4/27/20201104310880 on 5/12/20201104310880 on 5/12/20201104310880 on 6/9/20201104310880 on 6/30/20201104310880 on 7/8/20201104310880 on 7/29/20201104310880 on 8/3/20201104310880 on 8/11/20201104310880 on 8/13/20201104310880 on 8/14/20201104310880 on 9/2/20201104310880 on 9/22/20201104310880 on 10/5/20201104310880 on 10/14/20201104310880 on 10/28/20201104310880 on 11/9/20201104310880 on 11/30/20201104310880 on 12/21/20201104310880 on 12/23/20201104310880 on 12/24/20201104310880 on 1/21/20211485757374 on 3/31/20211485757374 on 3/31/20211485757374 on 4/1/20211485757374 on 4/15/20211485757374 on 6/16/20211485757374 on 7/6/20211485757374 on 7/6/20211485757374 on 7/9/20211485757374 on 7/13/20211485757374 on 7/28/20211485757374 on 7/29/20211485757374 on 8/10/20211485757374 on 9/2/20211485757374 on 9/8/20211485757374 on 10/18/20211485757374 on 12/17/20211485757374 on 1/3/20221485757374 on 1/3/20221485757374 on 1/6/20221485757374 on 1/21/20221485757374 on 1/27/20223310828648 on 3/31/20223310828648 on 3/31/20223310828648 on 4/1/20224006257615 on 4/29/20224006257615 on 4/29/20224006257615 on 5/10/20224006257615 on 6/7/20224006257615 on 8/8/20224006257615 on 8/15/20224006257615 on 9/16/20224006257615 on 9/16/20224006257615 on 10/5/20224006257615 on 11/11/20224006257615 on 11/11/20224006257615 on 11/11/20224006257615 on 12/2/20224006257615 on 12/7/20224006257615 on 1/6/20234006257615 on 1/6/20234006257615 on 1/26/20234006257615 on 2/9/20234006257615 on 2/23/20233538625432 on 3/31/20233538625432 on 4/3/20233538625432 on 4/5/20233538625432 on 4/21/20233538625432 on 4/21/20233538625432 on 5/5/20233538625432 on 5/11/20233538625432 on 5/18/20233538625432 on 6/1/20233538625432 on 7/7/20233538625432 on 8/3/20233538625432 on 8/22/20233538625432 on 9/29/20233538625432 on 11/27/20233538625432 on 1/31/20244003875594 on 3/28/2024

No. Clients, Historic

7,0003,500020192020202120222023202420251755 on 4/1/20191755 on 4/4/20191755 on 4/18/20191755 on 5/6/20191755 on 5/8/20191755 on 5/14/20191755 on 5/20/20191755 on 5/29/20191755 on 5/31/20191755 on 6/7/20191755 on 6/14/20191755 on 6/27/20191755 on 7/17/20191755 on 8/5/20191755 on 8/15/20191755 on 9/10/20191755 on 9/25/20191755 on 9/30/20191755 on 11/8/20191755 on 11/26/20191755 on 12/5/20191755 on 12/10/20191755 on 1/3/20201755 on 1/6/20201755 on 1/9/20201755 on 1/31/20201755 on 2/7/20201755 on 2/25/20201755 on 3/9/20201755 on 3/9/20201755 on 3/11/20202124 on 3/24/20202124 on 3/25/20202124 on 3/30/20202124 on 3/30/20202124 on 3/30/20202124 on 4/1/20202124 on 4/8/20202124 on 4/23/20202124 on 4/27/20202124 on 5/12/20202124 on 5/12/20202124 on 6/9/20202124 on 6/30/20202124 on 7/8/20202124 on 7/29/20202124 on 8/3/20202124 on 8/11/20202124 on 8/13/20202124 on 8/14/20202124 on 9/2/20202124 on 9/22/20202124 on 10/5/20202124 on 10/14/20202124 on 10/28/20202124 on 11/9/20202124 on 11/30/20202124 on 12/21/20202124 on 12/23/20202124 on 12/24/20202124 on 1/21/20212529 on 3/31/20212529 on 3/31/20212529 on 4/1/20212529 on 4/15/20212529 on 6/16/20212529 on 7/6/20212529 on 7/6/20212529 on 7/9/20212529 on 7/13/20212529 on 7/28/20212529 on 7/29/20212529 on 8/10/20212529 on 9/2/20212529 on 9/8/20212529 on 10/18/20212529 on 12/17/20212529 on 1/3/20222529 on 1/3/20222529 on 1/6/20222529 on 1/21/20222529 on 1/27/20224880 on 3/31/20224880 on 3/31/20224880 on 4/1/20226244 on 4/29/20226244 on 4/29/20226244 on 5/10/20226244 on 6/7/20226244 on 8/8/20226244 on 8/15/20226244 on 9/16/20226244 on 9/16/20226244 on 10/5/20226244 on 11/11/20226244 on 11/11/20226244 on 11/11/20226244 on 12/2/20226244 on 12/7/20226244 on 1/6/20236244 on 1/6/20236244 on 1/26/20236244 on 2/9/20236244 on 2/23/20236571 on 3/31/20236571 on 4/3/20236571 on 4/5/20236571 on 4/21/20236571 on 4/21/20236571 on 5/5/20236571 on 5/11/20236571 on 5/18/20236571 on 6/1/20236571 on 7/7/20236571 on 8/3/20236571 on 8/22/20236571 on 9/29/20236571 on 11/27/20236571 on 1/31/20246535 on 3/28/2024

Holdings

From latest 13F, filed August 2nd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 3M 25K –
AB ACTIVE ETFS INC HIGH YIELD ETF 722K 20K –
ABBOTT LABS COM 3M 28K –
ABBVIE INC COM 5M 28K –
ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 5M 49K –
ACCENTURE PLC IRELAND SHS CLASS A 2M 8K –
ADOBE INC COM 5M 9K –
ADVANCED MICRO DEVICES INC COM 5M 31K –
AFLAC INC COM 349K 4K –
AIM ETF PRODUCTS TRUST US LRGCP B20 JAN 2M 52K –
AIM ETF PRODUCTS TRUST US LRGCP B10 JAN 419K 12K –
AIR PRODS & CHEMS INC COM 2M 6K –
AIR TRANSPORT SERVICES GRP I COM 742K 54K –
AIRBNB INC COM CL A 2M 14K –
ALIBABA GROUP HLDG LTD SPONSORED ADS 632K 9K –
ALLIANT ENERGY CORP COM 564K 11K –
ALLSTATE CORP COM 740K 5K –
ALLY FINL INC COM 209K 5K –
ALPHABET INC CAP STK CL C 7M 41K –
ALPHABET INC CAP STK CL A 17M 95K –
ALPS ETF TR ALERIAN MLP 763K 16K –
ALPS ETF TR OSHARES US SMLCP 1M 34K –
ALTRIA GROUP INC COM 475K 10K –
AMAZON COM INC COM 30M 154K –
AMERICAN CENTY ETF TR QUALITY DIVRSFED 424K 9K –
AMERICAN ELEC PWR CO INC COM 843K 10K –
AMERICAN EXPRESS CO COM 3M 14K –
AMERICAN INTL GROUP INC COM NEW 478K 6K –
AMERICAN TOWER CORP NEW COM 483K 2K –
AMERIPRISE FINL INC COM 569K 1K –
AMGEN INC COM 2M 5K –
AMMO INC COM 17K 10K –
AMPLIFY ETF TR BLOCKCHAIN LDR 234K 7K –
AMPLIFY ETF TR AMPLIFY LITHIUM 139K 16K –
ANALOG DEVICES INC COM 2M 10K –
APPLE INC COM 45M 216K –
APPLIED MATLS INC COM 5M 22K –
APTIV PLC SHS 422K 6K –
ARISTA NETWORKS INC COM 2M 5K –
ARK ETF TR INNOVATION ETF 591K 13K –
ARM HOLDINGS PLC SPONSORED ADS 592K 4K –
ASML HOLDING N V N Y REGISTRY SHS 303K 296 –
ASTRAZENECA PLC SPONSORED ADR 210K 3K –
AT&T INC COM 918K 48K –
AUTODESK INC COM 261K 1K –
AUTOMATIC DATA PROCESSING IN COM 1M 4K –
AXON ENTERPRISE INC COM 475K 2K –
BANK AMERICA CORP COM 2M 49K –
BARRICK GOLD CORP COM 194K 12K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 12M 28K –
BERKSHIRE HATHAWAY INC DEL CL A 4M 6 –
BEST BUY INC COM 2M 29K –
BEYOND INC COM 694K 53K –
BIT DIGITAL INC SHS 121K 38K –
BITFARMS LTD COM 397K 155K –
BLACKROCK ENHANCED INTL DIV COM BENE INTER 81K 15K –
BLACKROCK ETF TRUST US EQT FACTOR 676K 14K –
BLACKROCK INC COM 2M 3K –
BLACKROCK MUNIHLDGS NJ QLTY COM 148K 13K –
BLACKSTONE INC COM 751K 6K –
BOEING CO COM 2M 9K –
BOOKING HOLDINGS INC COM 2M 564 –
BOSTON SCIENTIFIC CORP COM 562K 7K –
BP PLC SPONSORED ADR 747K 21K –
BRISTOL-MYERS SQUIBB CO COM 4M 107K –
BROADCOM INC COM 9M 6K –
CADENCE DESIGN SYSTEM INC COM 8M 25K –
CAMBRIA ETF TR SHSHLD YIELD ETF 7M 105K –
CAMBRIA ETF TR CAMBRIA FGN SHR 445K 17K –
CAMBRIA ETF TR TAIL RISK 193K 17K –
CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI 220K 7K –
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 222K 7K –
CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 203K 7K –
CAPITAL ONE FINL CORP COM 409K 3K –
CARDIFF ONCOLOGY INC COM 33K 15K –
CARNIVAL CORP UNIT 99/99/9999 230K 12K –
CATERPILLAR INC COM 3M 9K –
CAVA GROUP INC COM 204K 2K –
CELESTICA INC COM 392K 7K –
CELSIUS HLDGS INC COM NEW 1M 25K –
CENCORA INC COM 467K 2K –
CENTENE CORP DEL COM 255K 4K –
CHECKPOINT THERAPEUTICS INC COM NEW 31K 15K –
CHENIERE ENERGY INC COM NEW 582K 3K –
CHEVRON CORP NEW COM 7M 46K –
CHIPOTLE MEXICAN GRILL INC COM 3M 41K –
CHUBB LIMITED COM 631K 2K –
CINTAS CORP COM 1M 2K –
CISCO SYS INC COM 4M 91K –
CISO GLOBAL INC COM NEW 12K 21K –
CITIGROUP INC COM NEW 740K 12K –
CITIZENS FINL GROUP INC COM 416K 12K –
COCA COLA CO COM 5M 75K –
COINBASE GLOBAL INC COM CL A 615K 3K –
COLGATE PALMOLIVE CO COM 595K 6K –
COLUMBIA ETF TR I RESH ENHNC COR 12M 373K –
COLUMBIA ETF TR II EM CORE EX ETF 2M 53K –
COMCAST CORP NEW CL A 6M 153K –
COMSTOCK RES INC COM 187K 18K –
CONOCOPHILLIPS COM 4M 35K –
CONSOLIDATED EDISON INC COM 237K 3K –
CONSTELLATION ENERGY CORP COM 1M 6K –
CONSTELLIUM SE CL A SHS 408K 22K –
CORE & MAIN INC CL A 426K 9K –
CORE SCIENTIFIC INC NEW COM 196K 21K –
CORTEVA INC COM 376K 7K –
COSTCO WHSL CORP NEW COM 9M 10K –
CROWDSTRIKE HLDGS INC CL A 4M 10K –
CSX CORP COM 7M 214K –
CUMMINS INC COM 357K 1K –
CVS HEALTH CORP COM 692K 12K –
CYBERARK SOFTWARE LTD SHS 503K 2K –
DANAHER CORPORATION COM 370K 1K –
DARDEN RESTAURANTS INC COM 357K 2K –
DAVIS FUNDAMENTAL ETF TR SELCT INTL ETF 399K 20K –
DAVIS FUNDAMENTAL ETF TR SELECT US EQTY 5M 135K –
DBX ETF TR XTRACKERS SHRT 308K 7K –
DEERE & CO COM 316K 845 –
DELL TECHNOLOGIES INC CL C 803K 6K –
DEVON ENERGY CORP NEW COM 267K 6K –
DIAMONDBACK ENERGY INC COM 956K 5K –
DIGITAL RLTY TR INC COM 857K 6K –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 2M 37K –
DIREXION SHS ETF TR NAS100 EQL WGT 420K 5K –
DISCOVER FINL SVCS COM 234K 2K –
DISNEY WALT CO COM 3M 29K –
DNP SELECT INCOME FD INC COM 449K 55K –
DOMINOS PIZZA INC COM 975K 2K –
DOW INC COM 366K 7K –
DTE ENERGY CO COM 447K 4K –
DUKE ENERGY CORP NEW COM NEW 591K 6K –
DUPONT DE NEMOURS INC COM 587K 7K –
DYNEX CAP INC COM 137K 11K –
EATON CORP PLC SHS 516K 2K –
EATON VANCE RISK-MANAGED DIV COM 136K 16K –
EATON VANCE TAX-MANAGED BUY- COM 375K 27K –
EATON VANCE TAX-MANAGED DIVE COM 976K 69K –
EATON VANCE TAX-MANAGED GLOB COM 143K 17K –
EDISON INTL COM 277K 4K –
ELEVANCE HEALTH INC COM 329K 607 –
ELI LILLY & CO COM 10M 12K –
EMERSON ELEC CO COM 539K 5K –
EMERSON RADIO CORP COM NEW 6K 10K –
ENBRIDGE INC COM 2M 48K –
ENERGY TRANSFER L P COM UT LTD PTN 714K 44K –
ENOVIX CORPORATION COM 3M 186K –
ENTERPRISE PRODS PARTNERS L COM 568K 20K –
EOG RES INC COM 361K 3K –
ETF SER SOLUTIONS AAM LW DUR PFD 517K 25K –
ETF SER SOLUTIONS DISTILLATE US 6M 126K –
EXCHANGE LISTED FDS TR SABA INT RATE 424K 20K –
EXELON CORP COM 375K 11K –
EXXON MOBIL CORP COM 11M 91K –
FASTENAL CO COM 1M 21K –
FASTLY INC CL A 76K 10K –
FEDEX CORP COM 1M 3K –
FIDELITY COVINGTON TRUST DIVID ETF RISI 762K 16K –
FIDELITY COVINGTON TRUST HIGH DIVID ETF 2M 46K –
FIDELITY MERRIMACK STR TR TOTAL BD ETF 2M 56K –
FIRST SOLAR INC COM 294K 1K –
FIRST TR EXCH TRADED FD III HORIZON MNGD ETF 444K 16K –
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 6M 330K –
FIRST TR EXCH TRADED FD III INSTL PFD SECS 980K 53K –
FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 556K 11K –
FIRST TR EXCH TRD ALPHDX FD EM SML CP ALPH 305K 8K –
FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 5M 198K –
FIRST TR EXCHANGE TRADED FD INDLS PROD DUR 3M 50K –
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 239K 2K –
FIRST TR EXCHANGE TRADED FD INDXX NEXTG ETF 225K 3K –
FIRST TR EXCHANGE TRADED FD ENERGY ALPHADX 267K 15K –
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 3M 59K –
FIRST TR EXCHANGE-TRADED ALP MID CAP VAL FD 3M 59K –
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 9M 159K –
FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 404K 8K –
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 5M 26K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 11M 202K –
FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 234K 12K –
FIRST TR EXCHANGE-TRADED FD FT VEST RIS 902K 39K –
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 3M 55K –
FIRST TR EXCHANGE-TRADED FD INTL DEV STRNGTH 311K 9K –
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 2M 28K –
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 3M 30K –
FIRST TR EXCHANGE-TRADED FD MANAGD MUN ETF 462K 9K –
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 726K 15K –
FIRST TR EXCHANGE-TRADED FD BUYWRIT INCM ETF 286K 13K –
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 290K 2K –
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 2M 68K –
FIRST TR EXCHANGE-TRADED FD WTR ETF 4M 42K –
FIRST TR EXCHANGE-TRADED FD LNG DUR OPRTUN 21M 995K –
FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 703K 17K –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 28M 966K –
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FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 11M 373K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 10M 221K –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 2M 70K –
FIRST TR LRG CP VL ALPHADEX COM SHS 613K 8K –
FIRST TR LRGE CP CORE ALPHA COM SHS 915K 9K –
FIRST TR MORNINGSTAR DIVID L SHS 2M 52K –
FIRST TR NAS100 EQ WEIGHTED SHS 2M 15K –
FIRST TR NASDAQ 100 TECH IND SHS 357K 2K –
FIRST TR VALUE LINE DIVID IN SHS 3M 64K –
FIRST TRUST LRGCP GWT ALPHAD COM SHS 351K 3K –
FLEXSHARES TR M STAR DEV MKT 314K 4K –
FORD MTR CO DEL COM 512K 41K –
FORTINET INC COM 300K 5K –
FORTRESS BIOTECH INC COM NEW 37K 22K –
FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN 434K 18K –
FREEPORT-MCMORAN INC CL B 426K 9K –
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 110K 17K –
GARMIN LTD SHS 233K 1K –
GE AEROSPACE COM NEW 2M 10K –
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 451K 6K –
GE VERNOVA INC COM 484K 3K –
GENERAC HLDGS INC COM 327K 2K –
GENERAL DYNAMICS CORP COM 1M 4K –
GENERAL MLS INC COM 305K 5K –
GENERAL MTRS CO COM 635K 14K –
GILEAD SCIENCES INC COM 886K 13K –
GLOBAL X FDS NASDQ 100 CVRDGW 8M 241K –
GLOBAL X FDS RBTCS ARTFL INTE 322K 10K –
GLOBAL X FDS US INFR DEV ETF 6M 155K –
GLOBAL X FDS CONSCIOUS COS 3M 85K –
GLOBAL X FDS US PFD ETF 214K 11K –
GLOBAL X FDS GLOBAL X URANIUM 454K 16K –
GLOBAL X FDS CYBRSCURTY ETF 253K 9K –
GLOBALSTAR INC COM 11K 10K –
GOLDMAN SACHS ETF TR ACTIVEBETA EME 4M 116K –
GOLDMAN SACHS ETF TR EQUAL WEIGHT US 3M 40K –
GOLDMAN SACHS ETF TR ACTIVEBETA US 554K 9K –
GOLDMAN SACHS ETF TR INNOVAT EQ ETF 5M 96K –
GOLDMAN SACHS ETF TR ACTIVEBETA US LG 17M 157K –
GOLDMAN SACHS ETF TR ACTIVEBETA INT 9M 278K –
GOLDMAN SACHS GROUP INC COM 3M 6K –
GREENE CNTY BANCORP INC COM 222K 7K –
GREYSTONE HOUSING IMPACT INV BEN UNIT CTF 175K 12K –
GSK PLC SPONSORED ADR 401K 10K –
HANESBRANDS INC COM 780K 158K –
HCA HEALTHCARE INC COM 231K 719 –
HELEN OF TROY LTD COM 5M 55K –
HEXCEL CORP NEW COM 303K 5K –
HOME DEPOT INC COM 6M 18K –
HONEYWELL INTL INC COM 1M 7K –
HUBBELL INC COM 273K 748 –
ILLINOIS TOOL WKS INC COM 402K 2K –
ILLUMINA INC COM 308K 3K –
INDEXIQ ETF TR FTSE INTERNL EQT 7M 247K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 220K 5K –
INSMED INC COM PAR $.01 740K 11K –
INTEL CORP COM 1M 45K –
INTERCONTINENTAL EXCHANGE IN COM 283K 2K –
INTERNATIONAL BUSINESS MACHS COM 5M 29K –
INTUIT COM 2M 4K –
INTUITIVE SURGICAL INC COM NEW 2M 5K –
INVESCO EXCH TRADED FD TR II S&P INTL MOMNT 1M 30K –
INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 712K 16K –
INVESCO EXCH TRADED FD TR II S&P SMLCP INFO 246K 5K –
INVESCO EXCH TRADED FD TR II S&P SMLCP FINL 371K 8K –
INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL 515K 12K –
INVESCO EXCH TRADED FD TR II S&P SMLCP HELT 205K 5K –
INVESCO EXCH TRADED FD TR II NATL AMT MUNI 1M 49K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 21M 106K –
INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 2M 47K –
INVESCO EXCH TRADED FD TR II S&P SMLCP MATL 239K 3K –
INVESCO EXCH TRADED FD TR II VAR RATE PFD 1M 45K –
INVESCO EXCH TRADED FD TR II S&P SMALLCAP ENE 321K 6K –
INVESCO EXCH TRADED FD TR II CEF INM COMPSI 489K 26K –
INVESCO EXCH TRADED FD TR II PFD ETF 296K 26K –
INVESCO EXCH TRADED FD TR II INVESCO PHLX SM 4M 95K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 2M 121K –
INVESCO EXCH TRD SLF IDX FD BULETSHS 2031 CP 174K 11K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 3M 165K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 4M 178K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 2M 126K –
INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 11M 207K –
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 2M 108K –
INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 234K 13K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 1M 58K –
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 6M 141K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 16M 95K –
INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 4M 50K –
INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 2M 18K –
INVESCO EXCHANGE TRADED FD T S&P MIDCAP 400 315K 3K –
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 289K 3K –
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 614K 16K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 1M 38K –
INVESCO EXCHANGE TRADED FD T WATER RES ETF 243K 4K –
INVESCO EXCHANGE TRADED FD T S&P SMCP VLU MNT 919K 18K –
INVESCO QQQ TR UNIT SER 1 12M 26K –
IQVIA HLDGS INC COM 325K 2K –
ISHARES GOLD TR ISHARES NEW 476K 11K –
ISHARES INC CORE MSCI EMKT 4M 82K –
ISHARES INC MSCI EMRG CHN 288K 5K –
ISHARES SILVER TR ISHARES 341K 13K –
ISHARES TR US TREAS BD ETF 297K 13K –
ISHARES TR RUS 1000 VAL ETF 5M 30K –
ISHARES TR GLB CNS DISC ETF 408K 3K –
ISHARES TR S&P SML 600 GWT 207K 2K –
ISHARES TR MORNINGSTR US EQ 7M 93K –
ISHARES TR MSCI INTL MOMENT 309K 8K –
ISHARES TR GLOBAL MATER ETF 884K 10K –
ISHARES TR SHORT TREAS BD 485K 4K –
ISHARES TR RUSSELL 2000 ETF 6M 30K –
ISHARES TR GLB CNSM STP ETF 2M 29K –
ISHARES TR RUS MDCP VAL ETF 1M 10K –
ISHARES TR RUS 2000 GRW ETF 372K 1K –
ISHARES TR 0-3 MNTH TREASRY 639K 6K –
ISHARES TR JPMORGAN USD EMG 286K 3K –
ISHARES TR MSCI USA MIN VOL 8M 99K –
ISHARES TR CORE HIGH DV ETF 2M 16K –
ISHARES TR GLOBAL ENERG ETF 1M 36K –
ISHARES TR MRGSTR MD CP ETF 5M 75K –
ISHARES TR RUS 1000 GRW ETF 8M 22K –
ISHARES TR MRGSTR MD CP GRW 346K 5K –
ISHARES TR RUS 2000 VAL ETF 539K 4K –
ISHARES TR RUS 1000 ETF 839K 3K –
ISHARES TR DOW JONES US ETF 241K 2K –
ISHARES TR MSCI USA QLT FCT 10M 61K –
ISHARES TR GLOB UTILITS ETF 232K 4K –
ISHARES TR EAFE GRWTH ETF 569K 6K –
ISHARES TR CORE S&P500 ETF 44M 80K –
ISHARES TR 20 YR TR BD ETF 9M 99K –
ISHARES TR CORE S&P SCP ETF 15M 144K –
ISHARES TR MSCI USA MMENTM 5M 23K –
ISHARES TR RUS MID CAP ETF 3M 35K –
ISHARES TR SP SMCP600VL ETF 340K 3K –
ISHARES TR U.S. MED DVC ETF 390K 7K –
ISHARES TR HDG MSCI EAFE 842K 24K –
ISHARES TR MSCI EMG MKT ETF 752K 18K –
ISHARES TR PFD AND INCM SEC 671K 21K –
ISHARES TR CORE MSCI TOTAL 2M 28K –
ISHARES TR SELECT DIVID ETF 2M 14K –
ISHARES TR CORE S&P TTL STK 3M 29K –
ISHARES TR U.S. FINLS ETF 814K 9K –
ISHARES TR GRWT ALLOCAT ETF 495K 9K –
ISHARES TR CORE TOTAL USD 1M 22K –
ISHARES TR MSCI EAFE ETF 1M 18K –
ISHARES TR US OIL GS EX ETF 240K 2K –
ISHARES TR MRGSTR SM CP ETF 2M 40K –
ISHARES TR NATIONAL MUN ETF 375K 4K –
ISHARES TR U.S. TECH ETF 918K 6K –
ISHARES TR EXPONENTIAL TECH 1M 22K –
ISHARES TR S&P MC 400GR ETF 438K 5K –
ISHARES TR ISHARES BIOTECH 737K 5K –
ISHARES TR INTL SEL DIV ETF 308K 11K –
ISHARES TR US HLTHCARE ETF 716K 12K –
ISHARES TR GLOBAL 100 ETF 1M 14K –
ISHARES TR CORE S&P US GWT 805K 6K –
ISHARES TR S&P 500 VAL ETF 17M 94K –
ISHARES TR ISHARES SEMICDTR 542K 2K –
ISHARES TR CORE MSCI INTL 4M 64K –
ISHARES TR CORE MSCI EAFE 9M 130K –
ISHARES TR RUS TP200 GR ETF 284K 1K –
ISHARES TR S&P 500 GRWT ETF 18M 198K –
ISHARES TR CORE DIV GRWTH 8M 146K –
ISHARES TR CORE S&P MCP ETF 13M 224K –
ISHARES TR CORE US AGGBD ET 5M 52K –
ISHARES TR TIPS BD ETF 541K 5K –
ISHARES TR CORE S&P US VLU 591K 7K –
ISHARES TR US AER DEF ETF 603K 5K –
ISHARES TR IBONDS DEC24 ETF 256K 10K –
ISHARES TR RUS MD CP GR ETF 1M 12K –
ISHARES TR GLOBAL FINLS ETF 706K 8K –
ISHARES TR S&P 100 ETF 2M 7K –
ISHARES TR MORNINGSTAR GRWT 3M 31K –
ISHARES TR S&P MC 400VL ETF 406K 4K –
ISHARES TR IBOXX INV CP ETF 614K 6K –
ISHARES TR MBS ETF 747K 8K –
ISHARES TR IBOXX HI YD ETF 1M 14K –
ISHARES TR MSCI EAFE MIN VL 252K 4K –
ISHARES TR GLOB INDSTRL ETF 314K 2K –
ISHARES TR GLOBAL TECH ETF 2M 29K –
ISHARES U S ETF TR BLACKROCK SH DUR 6M 125K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 3M 51K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 2M 48K –
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 360K 8K –
J P MORGAN EXCHANGE TRADED F BETABUILDRS US 560K 6K –
J P MORGAN EXCHANGE TRADED F BETABUILDERS US 346K 8K –
J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 214K 4K –
JANUS DETROIT STR TR HENDERSN SML ETF 718K 11K –
JANUS DETROIT STR TR HENDRSN SHRT ETF 9M 175K –
JANUS DETROIT STR TR HENDRSON AAA CL 231K 5K –
JANUS DETROIT STR TR HENDERSON MTG 799K 18K –
JD.COM INC SPON ADS CL A 256K 10K –
JOHNSON & JOHNSON COM 8M 54K –
JOHNSON CTLS INTL PLC SHS 220K 3K –
JOURNEY MED CORP COM 189K 33K –
JPMORGAN CHASE & CO. COM 25M 124K –
KIMBERLY-CLARK CORP COM 347K 3K –
KINDER MORGAN INC DEL COM 277K 14K –
KINSALE CAP GROUP INC COM 399K 1K –
KLA CORP COM NEW 1M 1K –
KRANESHARES TRUST CSI CHI INTERNET 391K 14K –
L3HARRIS TECHNOLOGIES INC COM 694K 3K –
LAM RESEARCH CORP COM 2M 2K –
LEGG MASON ETF INVT CLEARBRIDEG LR 3M 38K –
LENNAR CORP CL A 412K 3K –
LINDE PLC SHS 2M 4K –
LISTED FD TR ROUNDHILL BALL 162K 12K –
LOCKHEED MARTIN CORP COM 4M 9K –
LOWES COS INC COM 1M 5K –
LPL FINL HLDGS INC COM 689K 2K –
MANULIFE FINL CORP COM 242K 9K –
MARATHON DIGITAL HOLDINGS IN COM 849K 43K –
MARRIOTT INTL INC NEW CL A 362K 1K –
MARSH & MCLENNAN COS INC COM 500K 2K –
MARVELL TECHNOLOGY INC COM 1M 21K –
MASTERCARD INCORPORATED CL A 3M 7K –
MCDONALDS CORP COM 5M 18K –
MCKESSON CORP COM 4M 8K –
MEDTRONIC PLC SHS 4M 48K –
MERCADOLIBRE INC COM 746K 454 –
MERCK & CO INC COM 9M 74K –
META PLATFORMS INC CL A 19M 38K –
METTLER TOLEDO INTERNATIONAL COM 235K 168 –
MICROCHIP TECHNOLOGY INC. COM 1M 13K –
MICRON TECHNOLOGY INC COM 2M 12K –
MICROSOFT CORP COM 37M 82K –
MICROSTRATEGY INC CL A NEW 865K 628 –
MODERNA INC COM 466K 4K –
MONDELEZ INTL INC CL A 780K 12K –
MONOLITHIC PWR SYS INC COM 217K 264 –
MOODYS CORP COM 297K 706 –
MORGAN STANLEY COM NEW 593K 6K –
MP MATERIALS CORP COM CL A 340K 27K –
NASDAQ INC COM 328K 5K –
NEOS ETF TRUST NEOS ENH INC 1-3 1M 27K –
NETFLIX INC COM 6M 8K –
NEUBERGER BERMAN ENERGY INFR COM 110K 14K –
NEW YORK CMNTY BANCORP INC COM 37K 12K –
NEWELL BRANDS INC COM 2M 240K –
NEXTERA ENERGY INC COM 4M 58K –
NIKE INC CL B 2M 24K –
NIO INC SPON ADS 54K 13K –
NISOURCE INC COM 408K 14K –
NORTHROP GRUMMAN CORP COM 293K 673 –
NORTHWEST BANCSHARES INC MD COM 308K 27K –
NOVARTIS AG SPONSORED ADR 774K 7K –
NOVO-NORDISK A S ADR 318K 2K –
NU HLDGS LTD ORD SHS CL A 207K 16K –
NUCOR CORP COM 379K 2K –
NUSCALE PWR CORP CL A COM 170K 15K –
NUVEEN CR STRATEGIES INCOME COM SHS 313K 56K –
NUVEEN FLOATING RATE INCOME COM 591K 68K –
NUVEEN MULTI ASSET INCOME FU COM 371K 30K –
NVIDIA CORPORATION COM 40M 321K –
NXP SEMICONDUCTORS N V COM 572K 2K –
OKTA INC CL A 276K 3K –
OLD DOMINION FREIGHT LINE IN COM 4M 22K –
ORACLE CORP COM 5M 36K –
OREILLY AUTOMOTIVE INC COM 1M 1K –
PACCAR INC COM 244K 2K –
PACER FDS TR GLOBL CASH ETF 2M 58K –
PACER FDS TR PACER US SMALL 1M 25K –
PACER FDS TR TRENDP US LAR CP 446K 9K –
PACER FDS TR DEVELOPED MRKT 355K 12K –
PACER FDS TR US CASH COWS 100 2M 36K –
PACER FDS TR METAURUS CAP 400 4M 104K –
PALANTIR TECHNOLOGIES INC CL A 323K 13K –
PALO ALTO NETWORKS INC COM 8M 24K –
PARKER-HANNIFIN CORP COM 1M 3K –
PAYPAL HLDGS INC COM 819K 14K –
PDD HOLDINGS INC SPONSORED ADS 579K 4K –
PENNYMAC CORP NOTE 5.500%11/0 25K 25K –
PEPSICO INC COM 4M 24K –
PFIZER INC COM 2M 69K –
PG&E CORP COM 341K 20K –
PGIM ETF TR PGIM ULTRA SH BD 2M 48K –
PHILIP MORRIS INTL INC COM 1M 14K –
PHILLIPS 66 COM 4M 25K –
PIMCO ETF TR ENHAN SHRT MA AC 4M 44K –
PIMCO ETF TR 1-5 US TIP IDX 1M 27K –
PNC FINL SVCS GROUP INC COM 1M 8K –
POWERSHARES ACTIVELY MANAGED ULTRA SHRT DUR 23M 466K –
PPL CORP COM 469K 17K –
PRICE T ROWE GROUP INC COM 5M 41K –
PROCTER AND GAMBLE CO COM 6M 34K –
PROLOGIS INC. COM 436K 4K –
PROSHARES TR S&P 500 DV ARIST 2M 18K –
PRUDENTIAL FINL INC COM 536K 5K –
PUBLIC SVC ENTERPRISE GRP IN COM 211K 3K –
PURECYCLE TECHNOLOGIES INC COM 20M 3M –
QUALCOMM INC COM 3M 14K –
QUICKLOGIC CORP COM NEW 139K 13K –
RAYMOND JAMES FINL INC COM 1M 9K –
RBB FD INC US TREAS 3 MNTH 904K 18K –
REALTY INCOME CORP COM 4M 72K –
RED CAT HLDGS INC COM 12K 10K –
ROBINHOOD MKTS INC COM CL A 265K 12K –
ROBLOX CORP CL A 217K 6K –
ROCKWELL AUTOMATION INC COM 285K 1K –
ROYAL CARIBBEAN GROUP COM 756K 5K –
RTX CORPORATION COM 2M 24K –
S&P GLOBAL INC COM 434K 974 –
SADOT GROUP INC COM 55K 145K –
SALESFORCE INC COM 5M 19K –
SAREPTA THERAPEUTICS INC COM 9M 56K –
SCHLUMBERGER LTD COM STK 478K 10K –
SCHWAB CHARLES CORP COM 475K 6K –
SCHWAB STRATEGIC TR US LCAP GR ETF 4M 39K –
SCHWAB STRATEGIC TR US LCAP VA ETF 6M 85K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 2M 30K –
SCHWAB STRATEGIC TR US SML CAP ETF 357K 8K –
SCHWAB STRATEGIC TR US LRG CAP ETF 9M 146K –
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS 417K 4K –
SELECT SECTOR SPDR TR RL EST SEL SEC 4M 96K –
SELECT SECTOR SPDR TR COMMUNICATION 3M 38K –
SELECT SECTOR SPDR TR SBI CONS DISCR 3M 15K –
SELECT SECTOR SPDR TR INDL 5M 42K –
SELECT SECTOR SPDR TR SBI MATERIALS 5M 53K –
SELECT SECTOR SPDR TR FINANCIAL 9M 227K –
SELECT SECTOR SPDR TR SBI CONS STPLS 6M 74K –
SELECT SECTOR SPDR TR ENERGY 11M 118K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 11M 73K –
SELECT SECTOR SPDR TR SBI INT-UTILS 8M 122K –
SELECT SECTOR SPDR TR TECHNOLOGY 9M 40K –
SERVICENOW INC COM 3M 4K –
SHELL PLC SPON ADS 219K 3K –
SHOPIFY INC CL A 802K 12K –
SIMPLIFY EXCHANGE TRADED FUN HEALTH CARE ETF 20M 626K –
SIMPLIFY EXCHANGE TRADED FUN SHORT TERM TREA 6M 259K –
SOFI TECHNOLOGIES INC COM 152K 23K –
SOUTHERN CO COM 3M 38K –
SPDR DOW JONES INDL AVERAGE UT SER 1 7M 17K –
SPDR GOLD TR GOLD SHS 6M 26K –
SPDR INDEX SHS FDS S&P EM MKT DIV 1M 32K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 2M 43K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 3M 90K –
SPDR S&P 500 ETF TR TR UNIT 49M 89K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 473K 884 –
SPDR SER TR PORTFOLIO S&P400 3M 51K –
SPDR SER TR PORTFOLIO LN TSR 5M 170K –
SPDR SER TR PORTFLI INTRMDIT 2M 70K –
SPDR SER TR PRTFLO S&P500 HI 638K 16K –
SPDR SER TR PORTFOLIO AGRGTE 513K 20K –
SPDR SER TR PORTFOLIO S&P600 6M 153K –
SPDR SER TR S&P BIOTECH 2M 17K –
SPDR SER TR S&P 600 SMCP VAL 3M 33K –
SPDR SER TR PRTFLO S&P500 GW 4M 53K –
SPDR SER TR MSCI USA STRTGIC 430K 3K –
SPDR SER TR PORTFOLI S&P1500 374K 6K –
SPDR SER TR RUSSELL YIELD 329K 3K –
SPDR SER TR PORTFLI HIGH YLD 298K 13K –
SPDR SER TR S&P DIVID ETF 362K 3K –
SPDR SER TR S&P HOMEBUILD 455K 4K –
SPDR SER TR NUVEEN BLOOMBERG 219K 9K –
SPDR SER TR PORTFOLIO SH TSR 6M 200K –
SPDR SER TR S&P 400 MDCP GRW 4M 46K –
SPDR SER TR PORT MTG BK ETF 1M 61K –
SPDR SER TR BLOOMBERG HIGH Y 867K 9K –
SPDR SER TR S&P 600 SMCP GRW 2M 26K –
SPDR SER TR S&P 400 MDCP VAL 4M 61K –
SPDR SER TR PRTFLO S&P500 VL 3M 56K –
SPDR SER TR BLOOMBERG 3-12 M 373K 4K –
SPDR SER TR PORTFOLIO INTRMD 3M 100K –
SPDR SER TR PORTFOLIO SHORT 1M 42K –
SPDR SER TR PORTFOLIO S&P500 41M 637K –
SSGA ACTIVE ETF TR ULT SHT TRM BD 490K 12K –
SSGA ACTIVE TR SPDR SSGA US SCT 697K 14K –
STARBUCKS CORP COM 2M 29K –
STERLING INFRASTRUCTURE INC COM 494K 4K –
STRYKER CORPORATION COM 581K 2K –
SUNCOR ENERGY INC NEW COM 208K 5K –
SUPER MICRO COMPUTER INC COM 505K 616 –
SYSCO CORP COM 343K 5K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 1M 7K –
TARGET CORP COM 2M 11K –
TESLA INC COM 8M 41K –
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 247K 15K –
TEXAS INSTRS INC COM 3M 14K –
THE CIGNA GROUP COM 546K 2K –
THE TRADE DESK INC COM CL A 278K 3K –
THERMO FISHER SCIENTIFIC INC COM 4M 7K –
TIDAL ETF TR RPAR RISK PARI 394K 21K –
TIDAL ETF TR SP DWJNS SUKUK 187K 11K –
TJX COS INC NEW COM 208K 2K –
T-MOBILE US INC COM 664K 4K –
TOLL BROTHERS INC COM 2M 20K –
TOTALENERGIES SE SPONSORED ADS 382K 6K –
TRANSDIGM GROUP INC COM 2M 2K –
TWO RDS SHARED TR LEASERSHS ALPHAF 2M 45K –
TWO RDS SHARED TR LEADERSHARES EQT 1M 37K –
TWO RDS SHARED TR LEADERSHS ACTIVI 757K 24K –
TWO RDS SHARED TR LDRSHS ALPFACT 2M 41K –
TWO RDS SHARED TR LEADERSHARES DY 711K 32K –
UBER TECHNOLOGIES INC COM 2M 23K –
UIPATH INC CL A 129K 10K –
ULTA BEAUTY INC COM 308K 799 –
UNILEVER PLC SPON ADR NEW 248K 5K –
UNION PAC CORP COM 4M 20K –
UNITED PARCEL SERVICE INC CL B 743K 5K –
UNITEDHEALTH GROUP INC COM 7M 15K –
US BANCORP DEL COM NEW 279K 7K –
VALERO ENERGY CORP COM 229K 1K –
VALMONT INDS INC COM 463K 2K –
VANECK ETF TRUST MRNGSTR WDE MOAT 4M 46K –
VANECK ETF TRUST GOLD MINERS ETF 689K 20K –
VANECK ETF TRUST SEMICONDUCTR ETF 1M 6K –
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 311K 2K –
VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 229K 3K –
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 552K 2K –
VANGUARD BD INDEX FDS SHORT TRM BOND 889K 12K –
VANGUARD BD INDEX FDS INTERMED TERM 210K 3K –
VANGUARD BD INDEX FDS VANGUARD ULTRA 920K 19K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 1M 17K –
VANGUARD INDEX FDS REAL ESTATE ETF 776K 9K –
VANGUARD INDEX FDS MCAP GR IDXVIP 482K 2K –
VANGUARD INDEX FDS GROWTH ETF 8M 22K –
VANGUARD INDEX FDS SM CP VAL ETF 693K 4K –
VANGUARD INDEX FDS MID CAP ETF 6M 23K –
VANGUARD INDEX FDS S&P 500 ETF SHS 50M 100K –
VANGUARD INDEX FDS SMALL CP ETF 1M 7K –
VANGUARD INDEX FDS MCAP VL IDXVIP 775K 5K –
VANGUARD INDEX FDS SML CP GRW ETF 3M 12K –
VANGUARD INDEX FDS TOTAL STK MKT 3M 12K –
VANGUARD INDEX FDS LARGE CAP ETF 302K 1K –
VANGUARD INDEX FDS VALUE ETF 7M 43K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 1M 11K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 844K 19K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 3M 39K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 2M 28K –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 217K 4K –
VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 2M 8K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 2M 9K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 4M 77K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 1M 9K –
VANGUARD WORLD FD MEGA GRWTH IND 7M 23K –
VANGUARD WORLD FD MEGA CAP VAL ETF 634K 5K –
VANGUARD WORLD FD HEALTH CAR ETF 3M 12K –
VANGUARD WORLD FD CONSUM STP ETF 2M 8K –
VANGUARD WORLD FD EXTENDED DUR 13M 175K –
VANGUARD WORLD FD COMM SRVC ETF 734K 5K –
VANGUARD WORLD FD CONSUM DIS ETF 2M 5K –
VANGUARD WORLD FD INF TECH ETF 7M 13K –
VANGUARD WORLD FD ENERGY ETF 288K 2K –
VANGUARD WORLD FD MATERIALS ETF 405K 2K –
VANGUARD WORLD FD ESG US STK ETF 214K 2K –
VANGUARD WORLD FD FINANCIALS ETF 3M 31K –
VEEVA SYS INC CL A COM 287K 2K –
VERIZON COMMUNICATIONS INC COM 3M 62K –
VERTEX PHARMACEUTICALS INC COM 615K 1K –
VERU INC COM 36K 42K –
VICI PPTYS INC COM 354K 12K –
VICTORY PORTFOLIOS II VICSHS DV AC ETF 4M 83K –
VICTORY PORTFOLIOS II CORE INTERMEDIAT 3M 74K –
VISA INC COM CL A 5M 21K –
VISTRA CORP COM 679K 8K –
WALMART INC COM 6M 91K –
WASTE MGMT INC DEL COM 752K 4K –
WEC ENERGY GROUP INC COM 255K 3K –
WELLS FARGO CO NEW COM 568K 10K –
WISDOMTREE TR US LARGECAP DIVD 3M 42K –
WISDOMTREE TR FLOATNG RAT TREA 43M 854K –
WISDOMTREE TR US QTLY DIV GRT 6M 72K –
WISDOMTREE TR INTL LRGCAP DV 2M 34K –
WISDOMTREE TR US SMALLCAP DIVD 2M 59K –
WISDOMTREE TR INTERNTNL AI ENH 279K 7K –
WISDOMTREE TR INDIA ERNGS FD 1M 29K –
WISDOMTREE TR JAPN HEDGE EQT 8M 70K –
WISDOMTREE TR US MIDCAP DIVID 900K 19K –
WISDOMTREE TR INTL EQUITY FD 371K 7K –
YUM BRANDS INC COM 267K 2K –