SWS PARTNERS, LLC
Adviser information for SWS PARTNERS, LLC 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 | Ohio, United States |
Employees
Total Number of Employees | 5 |
---|---|
Investment Advisory/Research | 5 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 5 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 579 | $353.6M |
Non-Discretionary | 0 | $0 |
Total | 579 | $353.6M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 85 | $37.5M |
HNW Individuals | 72 | $304.6M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 5 | $10.5M |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
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 | <5 | $944,230 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
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 pooled investment vehiclesDATA AGGREGATION & REPORTING FOR FAMILY OFFICE |
---|---|
Compensation | % of AUMFixed feesPerformance-based fees |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
---|
Acting As | RAUM |
---|---|
Sponsor | 0 |
Portfolio Manager | 0 |
Both for Same | 353.6M |
Portfolio Manager to Program | Sponsor |
---|---|
SWS AUTOMATED WRAP PROGRAM | SWS PARTNERS, LLC |
SWS PRIVATE CLIENT WRAP PROGRAM | SWS PARTNERS, LLC |
Principal Office
230 WEST STREETSUITE 500
COLUMBUS
OH
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 614-670-5733, Fax: None
Chief Compliance Officer
CHRISTOPHER PAYNE
36 W PIKE STREET
COVINGTON
KY
United States
Tel:
859-399-8091
C*****@*******M
(Full email address available in API data)
Regulatory Contact
PHILIP KESSLER
MANAGING MEMBER
230 WEST STREET
SUITE 500
COLUMBUS
OH
United States
Tel:
614-670-5733
P*************@**************M
(Full email address available in API data)
Industry Affiliates
SWS ALTERNATIVE MANAGER, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
SWS ALTERNATIVE FUND I | Private Equity Fund | $2.4M | $0.3M | 7 |
SWS ALTERNATIVE INVESTMENT FUND II | Private Equity Fund | $2.4M | $0.3M | 9 |
SWS ALTERNATIVE INVESTMENT FUND III | Real Estate Fund | $1.8M | $0.3M | 7 |
SWS ALTERNATIVE INVESTMENT FUND IV | Hedge Fund | $0.8M | $0.3M | 5 |
SWS ALTERNATIVE INVESTMENT FUND V LLC | Hedge Fund | $1.9M | $0.3M | 5 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
PARKER, JAMES, FRANKLIN | Individual | – | MANAGING PARTNER | 11/2015 | < 5% |
KESSLER, PHILIP, EUGENE | Individual | – | MANAGING PARTNER | 11/2015 | < 5% |
KESSLER WEALTH ADVISORS LLC | Domestic Entity | – | MANAGING MEMBER | 01/2021 | > 75% |
PARKER, JAMES, FRANKLIN | Individual | KESSLER WEALTH ADVISORS LLC | MANAGING PARTNER | 01/2021 | 50-75% |
KESSLER, PHILIP, EUGENE | Individual | KESSLER WEALTH ADVISORS LLC | MANAGING PARTNER | 01/2021 | 50-75% |
PAYNE, CHRISTOPHER, LEE | Individual | – | INTERIM CHIEF COMPLIANCE OFFICER | 11/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 17th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 26M | 47K | 0 |
ISHARES TR | CORE S&P MCP ETF | 12M | 200K | 0 |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 11M | 286K | 0 |
SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 10M | 201K | 0 |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 10M | 149K | 0 |
NATERA INC | COM | 9M | 82K | 0 |
SPDR SER TR | PRTFLO S&P500 HI | 8M | 194K | 0 |
NVIDIA CORPORATION | COM | 7M | 54K | 0 |
AMAZON COM INC | COM | 6M | 33K | 0 |
ALPHABET INC | CAP STK CL A | 6M | 34K | 0 |
ISHARES TR | CORE S&P SCP ETF | 5M | 51K | 0 |
PURECYCLE TECHNOLOGIES INC | COM | 5M | 896K | 0 |
UBER TECHNOLOGIES INC | COM | 5M | 62K | 0 |
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 4M | 98K | 0 |
JPMORGAN CHASE & CO. | COM | 4M | 22K | 0 |
AMBARELLA INC | SHS | 4M | 79K | 0 |
PINTEREST INC | CL A | 4M | 97K | 0 |
SPDR SER TR | NUVEEN BLMBRG MU | 4M | 91K | 0 |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 4M | 34K | 0 |
WELLS FARGO CO NEW | COM | 4M | 67K | 0 |
CONSTELLATION BRANDS INC | CL A | 4M | 15K | 0 |
INTEL CORP | COM | 4M | 128K | 0 |
WESTROCK CO | COM | 4M | 77K | 0 |
EATON CORP PLC | SHS | 4M | 12K | 0 |
METLIFE INC | COM | 4M | 54K | 0 |
SPDR SER TR | PORTFOLIO INTRMD | 4M | 115K | 0 |
GLOBAL X FDS | US PFD ETF | 4M | 191K | 0 |
MARVELL TECHNOLOGY INC | COM | 4M | 53K | 0 |
BLACKROCK INC | COM | 4M | 5K | 0 |
FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 4M | 73K | 0 |
ACCENTURE PLC IRELAND | SHS CLASS A | 4M | 12K | 0 |
PHILLIPS 66 | COM | 3M | 25K | 0 |
MARATHON PETE CORP | COM | 3M | 20K | 0 |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 3M | 76K | 0 |
TAPESTRY INC | COM | 3M | 75K | 0 |
UNITED PARCEL SERVICE INC | CL B | 3M | 23K | 0 |
LYONDELLBASELL INDUSTRIES N | SHS - A - | 3M | 33K | 0 |
ABBVIE INC | COM | 3M | 17K | 0 |
ISHARES TR | NATIONAL MUN ETF | 3M | 27K | 0 |
CLOUDFLARE INC | CL A COM | 3M | 33K | 0 |
SCHWAB STRATEGIC TR | US REIT ETF | 3M | 135K | 0 |
ORACLE CORP | COM | 3M | 19K | 0 |
RH | COM | 3M | 11K | 0 |
ISHARES TR | BROAD USD HIGH | 3M | 73K | 0 |
ABBOTT LABS | COM | 3M | 25K | 0 |
DBX ETF TR | XTRACK MSCI EAFE | 3M | 107K | 0 |
MERCADOLIBRE INC | COM | 3M | 2K | 0 |
SELECT SECTOR SPDR TR | ENERGY | 3M | 28K | 0 |
ISHARES TR | ISHS 5-10YR INVT | 3M | 50K | 0 |
PFIZER INC | COM | 3M | 91K | 0 |
SNOWFLAKE INC | CL A | 2M | 18K | 0 |
DUKE ENERGY CORP NEW | COM NEW | 2M | 24K | 0 |
MERCK & CO INC | COM | 2M | 19K | 0 |
CONSOLIDATED EDISON INC | COM | 2M | 27K | 0 |
META PLATFORMS INC | CL A | 2M | 5K | 0 |
MP MATERIALS CORP | COM CL A | 2M | 183K | 0 |
OKTA INC | CL A | 2M | 25K | 0 |
KIMBERLY-CLARK CORP | COM | 2M | 17K | 0 |
GUARDANT HEALTH INC | COM | 2M | 79K | 0 |
CORNING INC | COM | 2M | 57K | 0 |
UNITEDHEALTH GROUP INC | COM | 2M | 4K | 0 |
MATCH GROUP INC NEW | COM | 2M | 70K | 0 |
LAMAR ADVERTISING CO NEW | CL A | 2M | 18K | 0 |
SCHWAB STRATEGIC TR | US MID-CAP ETF | 2M | 27K | 0 |
AMERICAN TOWER CORP NEW | COM | 2M | 11K | 0 |
MONDELEZ INTL INC | CL A | 2M | 31K | 0 |
DOMINOS PIZZA INC | COM | 2M | 4K | 0 |
ARISTA NETWORKS INC | COM | 2M | 6K | 0 |
WALMART INC | COM | 2M | 28K | 0 |
COSTCO WHSL CORP NEW | COM | 2M | 2K | 0 |
SHOPIFY INC | CL A | 2M | 27K | 0 |
COMCAST CORP NEW | CL A | 2M | 44K | 0 |
SCHWAB STRATEGIC TR | US SML CAP ETF | 2M | 36K | 0 |
VERTEX PHARMACEUTICALS INC | COM | 2M | 4K | 0 |
CISCO SYS INC | COM | 2M | 34K | 0 |
DISNEY WALT CO | COM | 2M | 16K | 0 |
BLOCK INC | CL A | 2M | 25K | 0 |
SERVICENOW INC | COM | 2M | 2K | 0 |
ATLASSIAN CORPORATION | CL A | 2M | 9K | 0 |
INTUITIVE SURGICAL INC | COM NEW | 2M | 3K | 0 |
WORKDAY INC | CL A | 1M | 7K | 0 |
APPLIED MATLS INC | COM | 1M | 6K | 0 |
AIRBNB INC | COM CL A | 1M | 9K | 0 |
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 1M | 22K | 0 |
VANGUARD WHITEHALL FDS | INTL HIGH ETF | 1M | 18K | 0 |
VANECK ETF TRUST | SEMICONDUCTR ETF | 1M | 4K | 0 |
CIENA CORP | COM NEW | 1M | 22K | 0 |
XYLEM INC | COM | 1M | 8K | 0 |
AB ACTIVE ETFS INC | ULTRA SHORT INCM | 1M | 20K | 0 |
NETFLIX INC | COM | 992K | 1K | 0 |
ISHARES TR | MBS ETF | 974K | 11K | 0 |
MICROSOFT CORP | COM | 968K | 2K | 0 |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 883K | 11K | 0 |
ISHARES TR | CORE MSCI TOTAL | 879K | 13K | 0 |
APPLE INC | COM | 805K | 4K | 0 |
GLOBAL X FDS | GLBL X MLP ETF | 735K | 15K | 0 |
VANGUARD INDEX FDS | REAL ESTATE ETF | 656K | 8K | 0 |
SPDR S&P 500 ETF TR | TR UNIT | 471K | 865 | 0 |
ISHARES TR | IBOXX HI YD ETF | 436K | 6K | 0 |
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 432K | 16K | 0 |
ILLINOIS TOOL WKS INC | COM | 394K | 2K | 0 |
ISHARES TR | PFD AND INCM SEC | 379K | 12K | 0 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 361K | 888 | 0 |
EXXON MOBIL CORP | COM | 341K | 3K | 0 |
ISHARES TR | INTL SEL DIV ETF | 335K | 12K | 0 |
ISHARES TR | ESG MSCI LEADR | 290K | 3K | 0 |
ISHARES TR | ESG AWARE MSCI | 279K | 7K | 0 |
AMGEN INC | COM | 258K | 826 | 0 |
PACER FDS TR | TRENDP US LAR CP | 250K | 5K | 0 |
PACER FDS TR | TRENDPILOT 100 | 246K | 3K | 0 |
VISA INC | COM CL A | 232K | 885 | 0 |
ISHARES TR | IBOXX INV CP ETF | 222K | 2K | 0 |
ISHARES TR | INTL TREA BD ETF | 219K | 6K | 0 |
ISHARES TR | ESG AW MSCI EAFE | 203K | 3K | 0 |
NOVO-NORDISK A S | ADR | 200K | 1K | 0 |
COCA COLA CO | COM | 195K | 3K | 0 |
ISHARES TR | U.S. TECH ETF | 191K | 1K | 0 |
TESLA INC | COM | 188K | 948 | 0 |
INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 172K | 3K | 0 |
VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 157K | 4K | 0 |
CUMMINS INC | COM | 147K | 531 | 0 |
SCHWAB CHARLES CORP | COM | 139K | 2K | 0 |
ISHARES TR | RUS MDCP VAL ETF | 128K | 1K | 0 |
BROADCOM INC | COM | 127K | 79 | 0 |
CHECK POINT SOFTWARE TECH LT | ORD | 114K | 693 | 0 |
ISHARES TR | 0-5YR HI YL CP | 110K | 3K | 0 |
PROCTER AND GAMBLE CO | COM | 105K | 633 | 0 |
VALERO ENERGY CORP | COM | 101K | 644 | 0 |
GLOBAL PMTS INC | COM | 101K | 1K | 0 |
CATERPILLAR INC | COM | 98K | 294 | 0 |
FIDELITY NATL INFORMATION SV | COM | 96K | 1K | 0 |
STANLEY BLACK & DECKER INC | COM | 96K | 1K | 0 |
SONY GROUP CORP | SPONSORED ADR | 89K | 1K | 0 |
NUCOR CORP | COM | 88K | 553 | 0 |
VANECK ETF TRUST | JP MRGAN EM LOC | 86K | 4K | 0 |
ISHARES TR | GLOBAL REIT ETF | 86K | 4K | 0 |
ISHARES TR | JPMORGAN USD EMG | 83K | 936 | 0 |
CHEVRON CORP NEW | COM | 82K | 521 | 0 |
PEPSICO INC | COM | 81K | 489 | 0 |
STRYKER CORPORATION | COM | 80K | 236 | 0 |
WISDOMTREE TR | US HIGH DIVIDEND | 80K | 946 | 0 |
AMERICAN EXPRESS CO | COM | 77K | 333 | 0 |
TEXTRON INC | COM | 76K | 881 | 0 |
VANGUARD WORLD FD | ESG INTL STK ETF | 75K | 1K | 0 |
ALPS ETF TR | ALERIAN MLP | 74K | 2K | 0 |
WEC ENERGY GROUP INC | COM | 74K | 937 | 0 |
INTUIT | COM | 67K | 101 | 0 |
BRISTOL-MYERS SQUIBB CO | COM | 66K | 2K | 0 |
SELECT SECTOR SPDR TR | TECHNOLOGY | 64K | 283 | 0 |
ADOBE INC | COM | 64K | 115 | 0 |
DTE ENERGY CO | COM | 61K | 545 | 0 |
ISHARES TR | RUS 2000 VAL ETF | 60K | 396 | 0 |
HOME DEPOT INC | COM | 55K | 159 | 0 |
LINDE PLC | SHS | 54K | 123 | 0 |
ROYAL BK CDA | COM | 54K | 507 | 0 |
MERCANTILE BK CORP | COM | 53K | 1K | 0 |
PPG INDS INC | COM | 53K | 417 | 0 |
ISHARES TR | ESG AWRE USD ETF | 52K | 2K | 0 |
VICI PPTYS INC | COM | 51K | 2K | 0 |
ISHARES TR | S&P MC 400GR ETF | 51K | 577 | 0 |
EVERSOURCE ENERGY | COM | 50K | 879 | 0 |
VANGUARD INDEX FDS | TOTAL STK MKT | 49K | 184 | 0 |
HUNT J B TRANS SVCS INC | COM | 49K | 305 | 0 |
INTERNATIONAL BUSINESS MACHS | COM | 48K | 278 | 0 |
ANNALY CAPITAL MANAGEMENT IN | COM NEW | 46K | 2K | 0 |
THE CIGNA GROUP | COM | 45K | 137 | 0 |
CITIGROUP INC | COM NEW | 45K | 707 | 0 |
OREILLY AUTOMOTIVE INC | COM | 44K | 42 | 0 |
CROWDSTRIKE HLDGS INC | CL A | 44K | 115 | 0 |
UNILEVER PLC | SPON ADR NEW | 44K | 798 | 0 |
PHILIP MORRIS INTL INC | COM | 43K | 421 | 0 |
SPDR GOLD TR | GOLD SHS | 41K | 193 | 0 |
GUIDEWIRE SOFTWARE INC | COM | 41K | 300 | 0 |
KRAFT HEINZ CO | COM | 41K | 1K | 0 |
SCHWAB STRATEGIC TR | US TIPS ETF | 40K | 768 | 0 |
VERIZON COMMUNICATIONS INC | COM | 38K | 926 | 0 |
STARBUCKS CORP | COM | 37K | 477 | 0 |
ALPHABET INC | CAP STK CL C | 37K | 200 | 0 |
ELI LILLY & CO | COM | 36K | 40 | 0 |
ISHARES INC | MSCI AUST ETF | 35K | 1K | 0 |
TRAVELERS COMPANIES INC | COM | 35K | 169 | 0 |
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 33K | 486 | 0 |
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 31K | 555 | 0 |
DOW INC | COM | 31K | 592 | 0 |
MCDONALDS CORP | COM | 31K | 122 | 0 |
INVESCO QQQ TR | UNIT SER 1 | 31K | 65 | 0 |
AUTOMATIC DATA PROCESSING IN | COM | 30K | 124 | 0 |
QUALCOMM INC | COM | 30K | 149 | 0 |
ZOETIS INC | CL A | 27K | 155 | 0 |
JOHNSON & JOHNSON | COM | 26K | 180 | 0 |
LOWES COS INC | COM | 26K | 118 | 0 |
CONOCOPHILLIPS | COM | 25K | 222 | 0 |
ISHARES TR | ESG AWR US AGRGT | 25K | 541 | 0 |
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 25K | 172 | 0 |
DARDEN RESTAURANTS INC | COM | 24K | 161 | 0 |
RPM INTL INC | COM | 24K | 225 | 0 |
SERVICE CORP INTL | COM | 24K | 338 | 0 |
EVERGY INC | COM | 23K | 440 | 0 |
ULTA BEAUTY INC | COM | 23K | 60 | 0 |
SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 22K | 750 | 0 |
KROGER CO | COM | 21K | 426 | 0 |
AT&T INC | COM | 20K | 1K | 0 |
SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 20K | 367 | 0 |
SELECT SECTOR SPDR TR | SBI CONS DISCR | 20K | 107 | 0 |
EATON CORP PLC | SHS | 19K | 62 | 0 |
WASTE MGMT INC DEL | COM | 19K | 91 | 0 |
OCCIDENTAL PETE CORP | COM | 19K | 300 | 0 |
DEERE & CO | COM | 19K | 49 | 0 |
NEXTERA ENERGY INC | COM | 19K | 263 | 0 |
SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 18K | 523 | 0 |
L3HARRIS TECHNOLOGIES INC | COM | 18K | 81 | 0 |
WILLIAMS COS INC | COM | 18K | 413 | 0 |
SPDR SER TR | BLOOMBERG 1-3 MO | 17K | 186 | 0 |
ALLSTATE CORP | COM | 17K | 104 | 0 |
MARSH & MCLENNAN COS INC | COM | 17K | 79 | 0 |
SYSCO CORP | COM | 16K | 225 | 0 |
PNC FINL SVCS GROUP INC | COM | 16K | 103 | 0 |
TEXAS INSTRS INC | COM | 16K | 82 | 0 |
EDISON INTL | COM | 16K | 220 | 0 |
NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 16K | 563 | 0 |
TARGET CORP | COM | 15K | 102 | 0 |
WP CAREY INC | COM | 15K | 274 | 0 |
SEMPRA | COM | 14K | 190 | 0 |
PETIQ INC | COM CL A | 14K | 650 | 0 |
ATLANTA BRAVES HLDGS INC | COM SER C | 14K | 356 | 0 |
OPTION CARE HEALTH INC | COM NEW | 14K | 499 | 0 |
PNM RES INC | COM | 14K | 369 | 0 |
SANDY SPRING BANCORP INC | COM | 13K | 552 | 0 |
VANGUARD INDEX FDS | MID CAP ETF | 13K | 54 | 0 |
SALESFORCE INC | COM | 13K | 50 | 0 |
DIGITALBRIDGE GROUP INC | CL A NEW | 13K | 934 | 0 |
FORD MTR CO DEL | COM | 13K | 999 | 0 |
BANK AMERICA CORP | COM | 12K | 306 | 0 |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 12K | 246 | 0 |
SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 12K | 346 | 0 |
REALTY INCOME CORP | COM | 12K | 221 | 0 |
NORTHROP GRUMMAN CORP | COM | 12K | 26 | 0 |
SELECT SECTOR SPDR TR | SBI CONS STPLS | 11K | 149 | 0 |
LOCKHEED MARTIN CORP | COM | 11K | 24 | 0 |
ROCKWELL AUTOMATION INC | COM | 11K | 40 | 0 |
AIR PRODS & CHEMS INC | COM | 11K | 42 | 0 |
ROGERS CORP | COM | 11K | 89 | 0 |
CHORD ENERGY CORPORATION | COM NEW | 11K | 64 | 0 |
I3 VERTICALS INC | COM CL A | 10K | 475 | 0 |
DANA INC | COM | 10K | 865 | 0 |
DELL TECHNOLOGIES INC | CL C | 10K | 76 | 0 |
BEACON ROOFING SUPPLY INC | COM | 10K | 108 | 0 |
CHURCHILL DOWNS INC | COM | 10K | 70 | 0 |
GLAUKOS CORP | COM | 10K | 81 | 0 |
BECTON DICKINSON & CO | COM | 10K | 40 | 0 |
PAR TECHNOLOGY CORP | COM | 9K | 199 | 0 |
BALLYS CORPORATION | COM | 9K | 770 | 0 |
PAYCHEX INC | COM | 9K | 77 | 0 |
KEURIG DR PEPPER INC | COM | 9K | 273 | 0 |
HERC HLDGS INC | COM | 9K | 68 | 0 |
MADISON SQUARE GRDN SPRT COR | CL A | 9K | 48 | 0 |
SKYWORKS SOLUTIONS INC | COM | 9K | 83 | 0 |
POST HLDGS INC | COM | 9K | 85 | 0 |
GLOBUS MED INC | CL A | 9K | 128 | 0 |
FULLER H B CO | COM | 8K | 110 | 0 |
SCHWAB STRATEGIC TR | INTL SCEQT ETF | 8K | 229 | 0 |
CAESARS ENTERTAINMENT INC NE | COM | 8K | 205 | 0 |
SHAKE SHACK INC | CL A | 8K | 88 | 0 |
DYCOM INDS INC | COM | 8K | 46 | 0 |
ENERGIZER HLDGS INC NEW | COM | 8K | 262 | 0 |
MAGNITE INC | COM | 8K | 581 | 0 |
AMBARELLA INC | SHS | 7K | 139 | 0 |
ICU MED INC | COM | 7K | 62 | 0 |
NXP SEMICONDUCTORS N V | COM | 7K | 26 | 0 |
TIMKEN CO | COM | 7K | 86 | 0 |
CME GROUP INC | COM | 7K | 35 | 0 |
COMPASS DIVERSIFIED | SH BEN INT | 7K | 312 | 0 |
EDGEWELL PERS CARE CO | COM | 7K | 167 | 0 |
FRANKLIN ELEC INC | COM | 7K | 69 | 0 |
J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 7K | 118 | 0 |
PROLOGIS INC. | COM | 7K | 58 | 0 |
MUELLER WTR PRODS INC | COM SER A | 6K | 357 | 0 |
ECHOSTAR CORP | CL A | 6K | 357 | 0 |
RYMAN HOSPITALITY PPTYS INC | COM | 6K | 61 | 0 |
F5 INC | COM | 6K | 35 | 0 |
COHEN & STEERS INC | COM | 6K | 83 | 0 |
CTS CORP | COM | 6K | 117 | 0 |
PENSKE AUTOMOTIVE GRP INC | COM | 6K | 38 | 0 |
FRANKLIN BSP RLTY TR INC | COMMON STOCK | 6K | 443 | 0 |
GENERAL DYNAMICS CORP | COM | 6K | 19 | 0 |
SCHWAB STRATEGIC TR | 5 10YR CORP BD | 5K | 124 | 0 |
US BANCORP DEL | COM NEW | 5K | 136 | 0 |
TRIUMPH GROUP INC NEW | COM | 5K | 350 | 0 |
SBA COMMUNICATIONS CORP NEW | CL A | 5K | 27 | 0 |
SOUTHWEST GAS HLDGS INC | COM | 5K | 76 | 0 |
CASEYS GEN STORES INC | COM | 5K | 14 | 0 |
SENSIENT TECHNOLOGIES CORP | COM | 5K | 70 | 0 |
KINDER MORGAN INC DEL | COM | 5K | 256 | 0 |
NEXSTAR MEDIA GROUP INC | COMMON STOCK | 5K | 29 | 0 |
GILEAD SCIENCES INC | COM | 5K | 70 | 0 |
ISHARES GOLD TR | ISHARES NEW | 5K | 105 | 0 |
PPL CORP | COM | 5K | 164 | 0 |
RTX CORPORATION | COM | 4K | 44 | 0 |
ONEOK INC NEW | COM | 4K | 50 | 0 |
PATTERSON-UTI ENERGY INC | COM | 4K | 381 | 0 |
FASTENAL CO | COM | 4K | 58 | 0 |
MUELLER INDS INC | COM | 3K | 60 | 0 |
PROG HOLDINGS INC | COM NPV | 3K | 96 | 0 |
SOLVENTUM CORP | COM SHS | 3K | 61 | 0 |
ESAB CORPORATION | COM | 3K | 34 | 0 |
DBX ETF TR | XTRACK INTL REAL | 3K | 154 | 0 |
HP INC | COM | 3K | 85 | 0 |
ENOVIS CORPORATION | COM | 3K | 58 | 0 |
ENPRO INC | COM | 2K | 15 | 0 |
WARNER BROS DISCOVERY INC | COM SER A | 2K | 258 | 0 |
SIRIUS XM HOLDINGS INC | COM | 1K | 523 | 0 |
AMPLIFY ENERGY CORP NEW | COM | 383 | 56 | 0 |