SAVVY
SAVVY ADVISORS, INC. Legal Name
Adviser information for SAVVY last updated from Form ADV on March 27th, 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 | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 12 |
---|---|
Investment Advisory/Research | 10 |
Registered Broker-Dealer Representatives | 1 |
Registered State Investment Advisers | 9 |
Licensed Agents of an Insurance Company | 3 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 1,137 | $351.2M |
Non-Discretionary | 12 | $31.2M |
Total | 1,149 | $382.4M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 333 | $96.0M |
HNW Individuals | 92 | $275.3M |
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 | <5 | $2.5M |
Charitable organizations | <5 | $4.0M |
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 | $4.6M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 15 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 251-500 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops |
---|---|
Compensation | % of AUMHourly chargesFixed fees |
Principal Office
36 EAST 12TH STREETFLOOR 2
NEW YORK
NY
United States
Monday - Friday, BY APPOINTMENT
Tel: 833-745-6789, Fax: None
Chief Compliance Officer
TARA HORNE
2248 PINEHILLS ROAD
15TH FLOOR
RENO
NV
United States
Tel:
212-751-4422
T*****@**************M
(Full email address available in API data)
Regulatory Contact
AMIR HAR-EL
36 EAST 12TH STREET
FLOOR 2
NEW YORK
NY
United States
Tel:
833-745-6789
A***@**************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
SAVVY WEALTH, INC. | Domestic Entity | – | SHAREHOLDER | 02/2022 | > 75% |
MALHOTRA, RITIK, (NMN) | Individual | – | CHIEF EXECUTIVE OFFICER | 02/2022 | < 5% |
MALHOTRA, RITIK, (NMN) | Individual | SAVVY WEALTH, INC. | COMMON AND PREFERRED SHAREHOLDER | 07/2021 | 25-50% |
HORNE, TARA, NICHOLE | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2024 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 19M | 38K | – |
AMGEN INC | COM | 13M | 41K | – |
ISHARES TR | CORE TOTAL USD | 11M | 239K | – |
MICROSOFT CORP | COM | 8M | 18K | – |
ISHARES TR | CORE S&P500 ETF | 8M | 14K | – |
NVIDIA CORPORATION | COM | 7M | 60K | – |
PROCTER AND GAMBLE CO | COM | 7M | 42K | – |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 6M | 126K | – |
APPLE INC | COM | 6M | 29K | – |
J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 6M | 110K | – |
VANGUARD INDEX FDS | VALUE ETF | 6M | 36K | – |
INVESCO QQQ TR | UNIT SER 1 | 5M | 10K | – |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 5M | 73K | – |
AMAZON COM INC | COM | 4M | 23K | – |
ISHARES TR | CORE US AGGBD ET | 4M | 39K | – |
ISHARES TR | EAFE GRWTH ETF | 3M | 33K | – |
ISHARES INC | CORE MSCI EMKT | 3M | 62K | – |
ISHARES TR | MSCI INTL VLU FT | 3M | 118K | – |
SELECT SECTOR SPDR TR | TECHNOLOGY | 3M | 14K | – |
SCHWAB STRATEGIC TR | US LCAP GR ETF | 3M | 25K | – |
VANGUARD INDEX FDS | SMALL CP ETF | 3M | 12K | – |
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 2M | 54K | – |
CAMBRIA ETF TR | CAMBRIA FGN SHR | 2M | 92K | – |
BROADCOM INC | COM | 2M | 2K | – |
ISHARES TR | CORE MSCI EAFE | 2M | 33K | – |
VANGUARD INDEX FDS | GROWTH ETF | 2M | 6K | – |
META PLATFORMS INC | CL A | 2M | 4K | – |
JPMORGAN CHASE & CO. | COM | 2M | 11K | – |
ISHARES TR | TRS FLT RT BD | 2M | 41K | – |
ISHARES TR | NATIONAL MUN ETF | 2M | 19K | – |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 2M | 53K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2M | 5K | – |
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 2M | 29K | – |
INTEL CORP | COM | 2M | 63K | – |
SPDR SER TR | PRTFLO S&P500 GW | 2M | 24K | – |
ALPHABET INC | CAP STK CL A | 2M | 10K | – |
WALMART INC | COM | 2M | 26K | – |
SPDR S&P 500 ETF TR | TR UNIT | 2M | 3K | – |
VANGUARD BD INDEX FDS | SHORT TRM BOND | 2M | 22K | – |
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 2M | 44K | – |
ALPHABET INC | CAP STK CL C | 2M | 9K | – |
ELI LILLY & CO | COM | 2M | 2K | – |
VANGUARD BD INDEX FDS | LONG TERM BOND | 2M | 22K | – |
ISHARES TR | RUS 1000 GRW ETF | 1M | 4K | – |
PROLOGIS INC. | COM | 1M | 13K | – |
SCHWAB STRATEGIC TR | US TIPS ETF | 1M | 27K | – |
HOME DEPOT INC | COM | 1M | 4K | – |
ISHARES TR | SHRT NAT MUN ETF | 1M | 13K | – |
SPDR SER TR | PORTFOLIO LN TSR | 1M | 50K | – |
EXXON MOBIL CORP | COM | 1M | 12K | – |
VANGUARD INDEX FDS | MID CAP ETF | 1M | 6K | – |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1M | 17K | – |
INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 1M | 12K | – |
SCHWAB STRATEGIC TR | US SML CAP ETF | 1M | 27K | – |
VANGUARD BD INDEX FDS | INTERMED TERM | 1M | 17K | – |
EMERSON ELEC CO | COM | 1M | 11K | – |
ISHARES TR | CORE S&P MCP ETF | 1M | 21K | – |
TESLA INC | COM | 1M | 6K | – |
ISHARES TR | GRWT ALLOCAT ETF | 1M | 21K | – |
ETFS GOLD TR | PHYSCL GOLD SHS | 1M | 52K | – |
ISHARES TR | YLD OPTIM BD | 1M | 52K | – |
ISHARES TR | RUSSELL 2000 ETF | 1M | 6K | – |
SPDR SER TR | NUVEEN BLMBRG MU | 1M | 24K | – |
VISA INC | COM CL A | 1M | 4K | – |
SCHWAB STRATEGIC TR | SHT TM US TRES | 1M | 23K | – |
CAMBRIA ETF TR | EMRG SHAREHLDR | 1M | 32K | – |
MASTERCARD INCORPORATED | CL A | 1M | 2K | – |
ISHARES TR | MSCI INDIA ETF | 1M | 19K | – |
ABBVIE INC | COM | 1M | 6K | – |
VERIZON COMMUNICATIONS INC | COM | 1M | 25K | – |
J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 1M | 20K | – |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 1M | 9K | – |
FIRST TR VALUE LINE DIVID IN | SHS | 1M | 25K | – |
FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 1M | 12K | – |
SPDR GOLD TR | GOLD SHS | 963K | 4K | – |
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 962K | 20K | – |
PACER FDS TR | US CASH COWS 100 | 946K | 17K | – |
THERMO FISHER SCIENTIFIC INC | COM | 943K | 2K | – |
ORACLE CORP | COM | 940K | 7K | – |
ISHARES GOLD TR | ISHARES NEW | 930K | 21K | – |
CISCO SYS INC | COM | 918K | 19K | – |
VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 890K | 9K | – |
ISHARES INC | MSCI GBL ETF NEW | 890K | 22K | – |
ADVANCED MICRO DEVICES INC | COM | 883K | 5K | – |
SCHWAB STRATEGIC TR | MUN BD ETF | 881K | 17K | – |
COLUMBIA ETF TR II | EM CORE EX ETF | 843K | 26K | – |
ISHARES TR | MSCI EAFE ETF | 840K | 11K | – |
AVALONBAY CMNTYS INC | COM | 830K | 4K | – |
SPDR SER TR | PORTFOLIO S&P500 | 811K | 13K | – |
RTX CORPORATION | COM | 811K | 8K | – |
UNITEDHEALTH GROUP INC | COM | 809K | 2K | – |
ISHARES TR | ESG AWR MSCI USA | 795K | 7K | – |
BLACKROCK ETF TRUST II | INTERMEDIA MUNI | 793K | 34K | – |
ADOBE INC | COM | 781K | 1K | – |
FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 770K | 4K | – |
MERCK & CO INC | COM | 760K | 6K | – |
FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 742K | 14K | – |
ISHARES TR | ISHS 1-5YR INVS | 728K | 14K | – |
ISHARES TR | RUS 1000 ETF | 712K | 2K | – |
NEXTERA ENERGY INC | COM | 703K | 10K | – |
ISHARES TR | MSCI USA QLT FCT | 696K | 4K | – |
SALESFORCE INC | COM | 685K | 3K | – |
INTERNATIONAL BUSINESS MACHS | COM | 672K | 4K | – |
DOW INC | COM | 671K | 13K | – |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 668K | 32K | – |
CATERPILLAR INC | COM | 667K | 2K | – |
CONOCOPHILLIPS | COM | 666K | 6K | – |
CHEVRON CORP NEW | COM | 652K | 4K | – |
JOHNSON & JOHNSON | COM | 637K | 4K | – |
ABBOTT LABS | COM | 636K | 6K | – |
COSTCO WHSL CORP NEW | COM | 628K | 739 | – |
VANGUARD MUN BD FDS | TAX EXEMPT BD | 623K | 12K | – |
ISHARES TR | CORE S&P SCP ETF | 608K | 6K | – |
VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | 606K | 8K | – |
DISNEY WALT CO | COM | 606K | 6K | – |
SCHWAB STRATEGIC TR | US MID-CAP ETF | 606K | 8K | – |
SELECT SECTOR SPDR TR | ENERGY | 605K | 7K | – |
ACCENTURE PLC IRELAND | SHS CLASS A | 598K | 2K | – |
FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 597K | 14K | – |
PFIZER INC | COM | 595K | 21K | – |
SCHWAB STRATEGIC TR | US BRD MKT ETF | 592K | 9K | – |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 587K | 13K | – |
SPDR SER TR | PRTFLO S&P500 VL | 586K | 12K | – |
DOMINOS PIZZA INC | COM | 578K | 1K | – |
SPDR SER TR | PORTFOLIO S&P600 | 576K | 14K | – |
PHILLIPS 66 | COM | 566K | 4K | – |
AGNC INVT CORP | COM | 563K | 59K | – |
WASTE MGMT INC DEL | COM | 560K | 3K | – |
ANNALY CAPITAL MANAGEMENT IN | COM NEW | 558K | 29K | – |
ISHARES TR | 0-5 YR TIPS ETF | 550K | 6K | – |
ISHARES TR | US INFRASTRUC | 549K | 13K | – |
ISHARES TR | HIGH YLD SYSTM B | 547K | 12K | – |
ISHARES TR | IBOXX INV CP ETF | 537K | 5K | – |
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 530K | 16K | – |
SPDR SER TR | PORTFOLIO INTRMD | 525K | 16K | – |
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 522K | 11K | – |
MARRIOTT INTL INC NEW | CL A | 521K | 2K | – |
SCHWAB STRATEGIC TR | INTL SCEQT ETF | 520K | 15K | – |
CITIGROUP INC | COM NEW | 520K | 8K | – |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 517K | 3K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 511K | 2K | – |
BLACKROCK ETF TRUST | US CARBON TRANS | 495K | 8K | – |
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 494K | 6K | – |
COCA COLA CO | COM | 482K | 8K | – |
TEXAS INSTRS INC | COM | 480K | 2K | – |
SERVICENOW INC | COM | 474K | 602 | – |
ISHARES TR | S&P 500 VAL ETF | 472K | 3K | – |
AUTOMATIC DATA PROCESSING IN | COM | 468K | 2K | – |
CONSTELLATION ENERGY CORP | COM | 462K | 2K | – |
VANGUARD INDEX FDS | REAL ESTATE ETF | 461K | 6K | – |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 459K | 13K | – |
ISHARES TR | MSCI EMG MKT ETF | 459K | 11K | – |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 455K | 6K | – |
ARM HOLDINGS PLC | SPONSORED ADS | 455K | 3K | – |
SCHWAB STRATEGIC TR | US LCAP VA ETF | 455K | 6K | – |
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 455K | 17K | – |
NETFLIX INC | COM | 448K | 664 | – |
CVR PARTNERS LP | COM | 448K | 6K | – |
ISHARES TR | U.S. TECH ETF | 445K | 3K | – |
FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 444K | 9K | – |
ISHARES TR | SP SMCP600VL ETF | 443K | 5K | – |
T ROWE PRICE ETF INC | QM US BOND ETF | 435K | 10K | – |
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 434K | 3K | – |
VANGUARD WHITEHALL FDS | INTL HIGH ETF | 427K | 6K | – |
SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 416K | 9K | – |
VANECK ETF TRUST | IG FLOATING RATE | 413K | 16K | – |
MCDONALDS CORP | COM | 413K | 2K | – |
SUPER MICRO COMPUTER INC | COM | 410K | 500 | – |
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 402K | 2K | – |
FIRST TR EXCHANGE-TRADED FD | WTR ETF | 402K | 4K | – |
ISHARES TR | CORE MSCI INTL | 401K | 6K | – |
BANK AMERICA CORP | COM | 399K | 10K | – |
VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 396K | 5K | – |
NORTHERN LTS FD TR IV | INSPIRE 100 ETF | 395K | 10K | – |
ISHARES TR | S&P 500 GRWT ETF | 388K | 4K | – |
PHILIP MORRIS INTL INC | COM | 385K | 4K | – |
STARBUCKS CORP | COM | 382K | 5K | – |
VANGUARD INDEX FDS | LARGE CAP ETF | 377K | 2K | – |
VANGUARD INDEX FDS | SM CP VAL ETF | 373K | 2K | – |
VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 372K | 4K | – |
VISTRA CORP | COM | 370K | 4K | – |
INTUIT | COM | 368K | 560 | – |
STRYKER CORPORATION | COM | 364K | 1K | – |
NIKE INC | CL B | 363K | 5K | – |
T ROWE PRICE ETF INC | ULTRA SHRT TRM | 362K | 7K | – |
ISHARES TR | ESG AWARE MSCI | 359K | 9K | – |
GOLDMAN SACHS GROUP INC | COM | 355K | 784 | – |
AMERICAN ELEC PWR CO INC | COM | 352K | 4K | – |
EATON CORP PLC | SHS | 344K | 1K | – |
ECOLAB INC | COM | 344K | 1K | – |
ISHARES TR | ESG AWR US AGRGT | 343K | 7K | – |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 343K | 2K | – |
ISHARES TR | MSCI KLD400 SOC | 343K | 3K | – |
INDEXIQ ACTIVE ETF TR | IQ MACKAY INSRED | 341K | 14K | – |
NU HLDGS LTD | ORD SHS CL A | 341K | 26K | – |
ISHARES TR | AGGRES ALLOC ETF | 340K | 5K | – |
T-MOBILE US INC | COM | 339K | 2K | – |
SMITH A O CORP | COM | 335K | 4K | – |
LINDE PLC | SHS | 327K | 745 | – |
AMERICAN CENTY ETF TR | INTL SMCP VLU | 317K | 5K | – |
ISHARES TR | ESG MSCI USA ETF | 315K | 7K | – |
FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 315K | 5K | – |
NOVO-NORDISK A S | ADR | 315K | 2K | – |
AMERICAN EXPRESS CO | COM | 313K | 1K | – |
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 310K | 7K | – |
LOCKHEED MARTIN CORP | COM | 309K | 662 | – |
FREEPORT-MCMORAN INC | CL B | 307K | 6K | – |
ISHARES TR | JPMORGAN USD EMG | 307K | 3K | – |
UNION PAC CORP | COM | 305K | 1K | – |
BLACKROCK ETF TRUST II | SHORT TERM CALIF | 302K | 6K | – |
VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 298K | 5K | – |
PARKER-HANNIFIN CORP | COM | 295K | 584 | – |
GE AEROSPACE | COM NEW | 293K | 2K | – |
EXELON CORP | COM | 293K | 8K | – |
SPDR INDEX SHS FDS | GLB NAT RESRCE | 287K | 5K | – |
NASDAQ INC | COM | 287K | 5K | – |
FRANKLIN TEMPLETON ETF TR | INTL COR DIV TIL | 287K | 9K | – |
INTERCONTINENTAL EXCHANGE IN | COM | 286K | 2K | – |
SCHWAB STRATEGIC TR | US AGGREGATE B | 285K | 6K | – |
PEPSICO INC | COM | 285K | 2K | – |
ISHARES TR | ISHARES SEMICDTR | 285K | 1K | – |
PALO ALTO NETWORKS INC | COM | 284K | 839 | – |
INVESCO EXCH TRADED FD TR II | SR LN ETF | 283K | 13K | – |
FORD MTR CO DEL | COM | 281K | 22K | – |
SYNOPSYS INC | COM | 281K | 472 | – |
BOEING CO | COM | 275K | 2K | – |
ISHARES TR | EAFE SML CP ETF | 271K | 4K | – |
FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | 271K | 10K | – |
ISHARES TR | 10-20 YR TRS ETF | 267K | 3K | – |
GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 267K | 2K | – |
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 266K | 7K | – |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 263K | 2K | – |
ISHARES TR | EAFE VALUE ETF | 260K | 5K | – |
QUALCOMM INC | COM | 260K | 1K | – |
FRANKLIN RESOURCES INC | COM | 259K | 12K | – |
ISHARES TR | MBS ETF | 257K | 3K | – |
NUSHARES ETF TR | NUVEEN ESG SMLCP | 255K | 6K | – |
ISHARES TR | USD INV GRDE ETF | 255K | 5K | – |
ISHARES TR | RUS MID CAP ETF | 254K | 3K | – |
COLGATE PALMOLIVE CO | COM | 251K | 3K | – |
PAYCHEX INC | COM | 249K | 2K | – |
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 247K | 4K | – |
WISDOMTREE TR | US SMALLCAP FUND | 247K | 5K | – |
LAM RESEARCH CORP | COM | 245K | 230 | – |
MARSH & MCLENNAN COS INC | COM | 245K | 1K | – |
KINDER MORGAN INC DEL | COM | 243K | 12K | – |
CROWDSTRIKE HLDGS INC | CL A | 243K | 634 | – |
EQUITY RESIDENTIAL | SH BEN INT | 243K | 3K | – |
VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 242K | 3K | – |
BLACKROCK INC | COM | 241K | 307 | – |
SCHWAB STRATEGIC TR | US REIT ETF | 240K | 12K | – |
ZOETIS INC | CL A | 239K | 1K | – |
MOTOROLA SOLUTIONS INC | COM NEW | 239K | 619 | – |
SCHWAB CHARLES CORP | COM | 238K | 3K | – |
EDISON INTL | COM | 237K | 3K | – |
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 236K | 6K | – |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 236K | 12K | – |
AMERICAN TOWER CORP NEW | COM | 236K | 1K | – |
COMCAST CORP NEW | CL A | 234K | 6K | – |
PNC FINL SVCS GROUP INC | COM | 232K | 1K | – |
ISHARES TR | ESG ADV TTL USD | 232K | 5K | – |
GALLAGHER ARTHUR J & CO | COM | 232K | 894 | – |
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 232K | 5K | – |
MORGAN STANLEY | COM NEW | 229K | 2K | – |
AFLAC INC | COM | 229K | 3K | – |
APPLIED MATLS INC | COM | 228K | 966 | – |
ENTERPRISE PRODS PARTNERS L | COM | 227K | 8K | – |
PRUDENTIAL FINL INC | COM | 225K | 2K | – |
DIMENSIONAL ETF TRUST | SHORT DURATION F | 225K | 5K | – |
WISDOMTREE TR | ITL HIGH DIV FD | 224K | 6K | – |
ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | 223K | 8K | – |
FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 223K | 5K | – |
VANGUARD WORLD FD | COMM SRVC ETF | 222K | 2K | – |
UNITED PARCEL SERVICE INC | CL B | 222K | 2K | – |
VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 222K | 3K | – |
ILLINOIS TOOL WKS INC | COM | 222K | 935 | – |
DBX ETF TR | XTRACK MSCI EAFE | 220K | 5K | – |
MORGAN STANLEY ETF TRUST | PARAMETRIC HEDGE | 220K | 8K | – |
FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | 220K | 4K | – |
DANAHER CORPORATION | COM | 216K | 865 | – |
ISHARES TR | MSCI LW CRB TG | 215K | 1K | – |
FLEXSHARES TR | STOX GBL ESG SLT | 215K | 1K | – |
LEIDOS HOLDINGS INC | COM | 210K | 1K | – |
BLACKSTONE INC | COM | 209K | 2K | – |
FIRST TR EXCH TRD ALPHDX FD | EMERG MKT ALPH | 209K | 9K | – |
KRANESHARES TRUST | KFA MOUNT LUCAS | 208K | 7K | – |
DIMENSIONAL ETF TRUST | GLOBAL CR ETF | 206K | 4K | – |
GENERAL MLS INC | COM | 204K | 3K | – |
ISHARES TR | RUS 1000 VAL ETF | 203K | 1K | – |
ROPER TECHNOLOGIES INC | COM | 202K | 359 | – |
DIAMONDBACK ENERGY INC | COM | 201K | 1K | – |
INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 201K | 3K | – |
GROWGENERATION CORP | COM | 165K | 77K | – |
LLOYDS BANKING GROUP PLC | SPONSORED ADR | 50K | 18K | – |
ORAMED PHARMACEUTICALS INC | COM NEW | 48K | 19K | – |
NETWORK-1 TECHNOLOGIES INC | COM | 28K | 16K | – |
MONDEE HOLDINGS INC | CLASS A COM | 24K | 10K | – |
AMARIN CORP PLC | SPONS ADR NEW | 10K | 15K | – |
KULR TECHNOLOGY GROUP INC | COM | 5K | 12K | – |
SYSTEM1 INC | *W EXP 99/99/999 | 947 | 17K | – |