Hedge Fund Database

FAS WEALTH PARTNERS, INC.

Adviser information for FAS WEALTH PARTNERS, INC. last updated from Form ADV on March 26th, 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 Kansas, United States

Employees

Total Number of Employees 28
Investment Advisory/Research 21
Registered Broker-Dealer Representatives 4
Registered State Investment Advisers 21
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 5

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 4,494 $2.6B
Non-Discretionary 0 $0
Total 4,494 $2.6B

Clients

Type Number RAUM
Individuals 753 $272.9M
HNW Individuals 600 $2.3B
Banking or thrift institutions 5 $11.7M
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 18 $37.1M
Charitable organizations <5 $1.3M
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 $14.7M
Other 0 $0
Type Number
No. of Non-RAUM Clients 50
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1000

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPublication of periodicals or newslettersEducational seminars/workshopsDEFINED CONTRIBUTION PLANS
Compensation % of AUMHourly chargesFixed feesPLANNING FEES

Identifiers

SEC RIA File Number 801-19282
SEC ERA File Number 801-19282
SEC CIK Numbers 1596957
SEC CRD Numbers 109796
Legal Entity Identifier None

Principal Office

4747 W 135 STREET
SUITE 100
LEAWOOD
KS
United States
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Tel: 913-239-2300, Fax: 913-239-2301

Websites

www.faswealthpartners.com www.linkedin.com/company/fas-wealth-partners/

Chief Compliance Officer

JACQUELYN GLENN
COMPLIANCE
4747 W 135 STREET
SUITE 100
LEAWOOD
KS
United States
Tel: 913-239-2300
Fax: 913-239-2301
(Full email address available in API data)

Regulatory Contact

KRISTEN GUERRERO
CONSULTANT
334 S. STONECREST RD
334
OLATHE
KS
United States
Tel: 8166651489
(Full email address available in API data)

Industry Affiliates

FAS CORP. Broker-dealer, municipal securities dealer, or gov securities broker or dealerInsurance company or agency
FAS TAX, LLC Accountant or accounting firm
JMS LEGAL, LLC Lawyer or law firm
JOHN A. MEIER PC Lawyer or law firm

Private Funds

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

Control Persons

Name Type Entity Title Since Ownership
DUSSOLD, JAMES, GERARD Individual – PRESIDENT, DIRECTOR 02/1990 < 5%
MEIER, JOHN, ALAN Individual – SENIOR GENERAL LEGAL COUNSEL 03/1997 < 5%
SADARO, SCOTT, ANTHONY Individual – TREASURER, DIRECTOR, CFO 06/2008 < 5%
BERGMAN, BRADLEY, ANTHONY Individual – STOCKHOLDER 04/2017 10-25%
DUSSOLD, JAMES G. REVOCABLE TRUST Domestic Entity – STOCKHOLDER 05/1996 10-25%
MEIER, JOHN THOMAS REVOCABLE TRUST Domestic Entity – STOCKHOLDER 11/2015 10-25%
BARNES FAMILY REVOCABLE TRUST Domestic Entity – STOCKHOLDER 04/2014 10-25%
BARNES, ANNA Individual – GRANTOR AND TRUSTEE OF BARNES FAMILY REVOCABLE TRUST 04/2014 < 5%
DUSSOLD, JAMES, GERARD Individual – GRANTOR AND TRUSTEE OF JAMES G. DUSSOLD REVOCABLE TRUST 05/1996 < 5%
BARNES, JACOB, S Individual – GRANTOR AND TRUSTEE OF BARNES FAMILY REVOCABLE TRUST 04/2014 < 5%
MEIER, JOHN, T Individual – GRANTOR AND TRUSTEE OF JOHN THOMAS MEIER REVOCABLE TRUST 11/2015 < 5%
SADARO LIVING TRUST Domestic Entity – STOCKHOLDER 06/2007 5-10%
SADARO, SCOTT, ANTHONY Individual – GRANTOR AND TRUSTEE OF SADARO LIVING TRUST 06/2007 < 5%
MICHELLE HORTON LIVING TRUST Domestic Entity – STOCKHOLDER 06/2006 5-10%
Horton, Michelle Individual – GRANTOR AND TRUSTEE OF MICHELLE HORTON LIVING TRUST 06/2006 < 5%
HORTON, BARNABAS, D Individual – TRUSTEE OF MICHELLE HORTON LIVING TRUST 06/2006 < 5%
ROCKER, KRISTY, L Individual – GRANTOR AND TRUSTEE OF SADARO LIVING TRUST 06/2007 < 5%
MEIER, JOHN, T Individual – EXECUTIVE VICE PRESIDENT 11/2019 < 5%
BARNES, JACOB, S Individual – SECRETARY, DIRECTOR 11/2019 < 5%
GLENN, JACQUELYN, ELAYNE Individual – CHIEF COMPLIANCE OFFICER 07/2022 < 5%
Amey, Kevin, Patrick Fisher Individual – STOCKHOLDER 01/2023 5-10%
HORTON, BARNABAS, D Individual – DIRECTOR 01/2022 5-10%
SALINARDI, JASON, M Individual – GENERAL LEGAL COUNSEL 01/2022 < 5%
MUNZ, JOHN, TIMOTHY Individual – STOCKHOLDER 01/2024 < 5%
KRSTIC, MEGAN, ASHLEY Individual – STOCKHOLDER 01/2023 < 5%
O'GRADY, JORDAN, MICHAEL Individual – STOCKHOLDER 01/2016 5-10%
MCDONALD, JOHN, KEITH Individual – STOCKHOLDER 01/2013 < 5%
Perfect, Joshua, L Individual – STOCKHOLDER 01/2019 < 5%
FISHER, CLAY, MACKENZIE Individual – STOCKHOLDER 01/2021 < 5%
Harrison, Jason, Allen-Pechar Individual – STOCKHOLDER 01/2022 < 5%

No. Employees, Historic

30150201920202021202220232024202523 on 11/13/201923 on 12/18/201923 on 1/22/202023 on 1/28/202023 on 2/18/202021 on 3/30/202021 on 5/18/202021 on 6/29/202021 on 9/15/202021 on 11/24/202021 on 1/5/202121 on 1/29/202121 on 2/19/202123 on 3/31/202123 on 11/3/202123 on 1/3/202223 on 1/21/202226 on 3/30/202226 on 7/6/202226 on 9/30/202226 on 10/4/202226 on 11/18/202226 on 1/4/202326 on 2/1/202326 on 3/31/202326 on 4/6/202326 on 4/6/202326 on 5/2/202326 on 1/17/202428 on 3/26/202428 on 3/26/2024

RAUM, Historic

3B2B020192020202120222023202420251324197912 on 11/13/20191324197912 on 12/18/20191324197912 on 1/22/20201324197912 on 1/28/20201324197912 on 2/18/20201420510375 on 3/30/20201420510375 on 5/18/20201420510375 on 6/29/20201420510375 on 9/15/20201420510375 on 11/24/20201420510375 on 1/5/20211420510375 on 1/29/20211420510375 on 2/19/20211881413579 on 3/31/20211881413579 on 11/3/20211881413579 on 1/3/20221881413579 on 1/21/20222411290333 on 3/30/20222411290333 on 7/6/20222155592799 on 9/30/20222155592799 on 10/4/20222155592799 on 11/18/20222155592799 on 1/4/20232155592799 on 2/1/20232353156283 on 3/31/20232353156283 on 4/6/20232353156283 on 4/6/20232353156283 on 5/2/20232353156283 on 1/17/20242639813467 on 3/26/20242639813467 on 3/26/2024

No. Clients, Historic

2,0001,000020192020202120222023202420251035 on 11/13/20191035 on 12/18/20191035 on 1/22/20201035 on 1/28/20201035 on 2/18/20201066 on 3/30/20201066 on 5/18/20201066 on 6/29/20201066 on 9/15/20201066 on 11/24/20201066 on 1/5/20211066 on 1/29/20211066 on 2/19/20211263 on 3/31/20211263 on 11/3/20211263 on 1/3/20221263 on 1/21/20221347 on 3/30/20221347 on 7/6/20221405 on 9/30/20221405 on 10/4/20221405 on 11/18/20221405 on 1/4/20231405 on 2/1/20231349 on 3/31/20231349 on 4/6/20231349 on 4/6/20231349 on 5/2/20231349 on 1/17/20241381 on 3/26/20241381 on 3/26/2024

Holdings

From latest 13F, filed July 29th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 210K 2K –
ABBOTT LABS COM 544K 5K –
ABBVIE INC COM 4M 24K –
ADOBE INC COM 284K 512 –
ALPHABET INC CAP STK CL A 4M 24K –
ALPHABET INC CAP STK CL C 8M 44K –
ALTRIA GROUP INC COM 239K 5K –
AMAZON COM INC COM 12M 64K –
AMERICAN CENTY ETF TR AVANTIS EMGMKT 18K 289 –
AMERICAN CENTY ETF TR AVANTIS US LARG 47K 753 –
AMERICAN CENTY ETF TR AVANTIS US MID C 14K 238 –
AMERICAN CENTY ETF TR AVANTIS US SMALL 12M 237K –
AMERICAN CENTY ETF TR CORE MUNI FXD IN 201K 4K –
AMERICAN CENTY ETF TR DIVERSIFIED MU 3M 50K –
AMERICAN CENTY ETF TR INTERNATIONAL LR 14M 261K –
AMERICAN CENTY ETF TR INTL EQT ETF 10M 162K –
AMERICAN CENTY ETF TR US EQT ETF 14M 152K –
AMERICAN CENTY ETF TR US LARGE CAP VLU 36M 572K –
AMERICAN CENTY ETF TR US SML CP VALU 8M 85K –
AMERICAN TOWER CORP NEW COM 2M 10K –
AMGEN INC COM 3M 8K –
APPLE INC COM 30M 141K –
ARCBEST CORP COM 9M 80K –
ARCHER DANIELS MIDLAND CO COM 406K 7K –
ARS PHARMACEUTICALS INC COM 576K 68K –
ASTRAZENECA PLC SPONSORED ADR 207K 3K –
AT&T INC COM 625K 33K –
BANK AMERICA CORP COM 3M 71K –
BERKSHIRE HATHAWAY INC DEL CL A 2M 3 –
BLACKROCK INC COM 628K 798 –
BLACKSTONE INC COM 3M 21K –
BOEING CO COM 844K 5K –
BOSTON SCIENTIFIC CORP COM 560K 7K –
BP PLC SPONSORED ADR 268K 7K –
BRISTOL-MYERS SQUIBB CO COM 306K 7K –
BROADCOM INC COM 7M 4K –
CALUMET SPECIALTY PRODS PART UT LTD PARTNER 869K 54K –
CANADIAN PACIFIC KANSAS CITY COM 216K 3K –
CARDINAL HEALTH INC COM 488K 5K –
CATERPILLAR INC COM 4M 13K –
CELSIUS HLDGS INC COM NEW 245K 4K –
CHEVRON CORP NEW COM 5M 35K –
CHIPOTLE MEXICAN GRILL INC COM 299K 5K –
CISCO SYS INC COM 777K 16K –
CLOROX CO DEL COM 212K 2K –
CLOUDFLARE INC CL A COM 734K 9K –
CME GROUP INC COM 2M 11K –
COCA COLA CO COM 1M 19K –
COHEN & STEERS INFRASTRUCTUR COM 229K 10K –
COLGATE PALMOLIVE CO COM 618K 6K –
COMMERCE BANCSHARES INC COM 811K 15K –
CONOCOPHILLIPS COM 1M 13K –
CONSTELLATION BRANDS INC CL A 217K 842 –
CORCEPT THERAPEUTICS INC COM 10M 316K –
COSTCO WHSL CORP NEW COM 5M 6K –
CROSSFIRST BANKSHARES INC COM 177K 13K –
DANAHER CORPORATION COM 2M 8K –
DEERE & CO COM 639K 2K –
DIMENSIONAL ETF TRUST INTERNATNAL VAL 37K 1K –
DIMENSIONAL ETF TRUST INTL SMALL CAP E 22K 882 –
DIMENSIONAL ETF TRUST US EQUITY ETF 1M 25K –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 1M 28K –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 26K 431 –
DISNEY WALT CO COM 2M 24K –
DRAFTKINGS INC NEW COM CL A 445K 12K –
DUKE ENERGY CORP NEW COM NEW 3M 30K –
EATON CORP PLC SHS 3M 11K –
ECOLAB INC COM 375K 2K –
EDWARDS LIFESCIENCES CORP COM 2M 27K –
ELI LILLY & CO COM 5M 6K –
EMERSON ELEC CO COM 461K 4K –
ENERGY TRANSFER L P COM UT LTD PTN 523K 32K –
ENTERPRISE PRODS PARTNERS L COM 440K 15K –
ETF SER SOLUTIONS DEFIANCE NEXT 66K 2K –
ETF SER SOLUTIONS NATIONWIDE NASDQ 4K 155 –
ETF SER SOLUTIONS US GLB JETS 326K 17K –
EVERGY INC COM 325K 6K –
EXXON MOBIL CORP COM 6M 48K –
FEDEX CORP COM 2M 8K –
FIDELITY MERRIMACK STR TR TOTAL BD ETF 507K 11K –
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 2M 87K –
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 13K 135 –
FIRST TR EXCHANGE TRADED FD CONSUMR DISCRE 34K 572 –
FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 6K 270 –
FIRST TR EXCHANGE TRADED FD INDLS PROD DUR 39K 579 –
FIRST TR EXCHANGE TRADED FD MATERIALS ALPH 130K 2K –
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 6K 104 –
FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 40K 292 –
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 255K 1K –
FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 115K 2K –
FIRST TR EXCHANGE-TRADED FD MERGER ARBITRA 784K 40K –
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 531K 7K –
FIRST TR EXCHANGE-TRADED FD NASDAQ TRANSN 32K 1K –
FIRST TR EXCHANGE-TRADED FD NASDQ OIL GAS 80K 3K –
FIRST TR EXCHANGE-TRADED FD NAT GAS ETF 135 5 –
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 543K 18K –
FIRST TR LRGE CP CORE ALPHA COM SHS 369K 4K –
FIRST TR MID CAP CORE ALPHAD COM SHS 264K 2K –
FORD MTR CO DEL COM 513K 41K –
FREEPORT-MCMORAN INC CL B 2M 37K –
GARMIN LTD SHS 3M 19K –
GE AEROSPACE COM NEW 351K 2K –
GLOBAL X FDS ARTIFICIAL ETF 39K 1K –
GLOBAL X FDS FINTECH ETF 24K 944 –
GLOBAL X FDS GLBL X MLP ETF 99K 2K –
GLOBAL X FDS GLOBAL X COPPER 2K 45 –
GLOBAL X FDS GLOBAL X URANIUM 4K 138 –
GLOBAL X FDS LITHIUM BTRY ETF 18K 468 –
GLOBAL X FDS RBTCS ARTFL INTE 6K 200 –
GLOBAL X FDS US INFR DEV ETF 215K 6K –
GOLDMAN SACHS GROUP INC COM 234K 518 –
HCA HEALTHCARE INC COM 366K 1K –
HENRY JACK & ASSOC INC COM 326K 2K –
HERCULES CAPITAL INC COM 4M 208K –
HOME DEPOT INC COM 4M 12K –
HONEYWELL INTL INC COM 2M 11K –
INTEL CORP COM 730K 24K –
INTERNATIONAL BUSINESS MACHS COM 1M 8K –
INTUITIVE SURGICAL INC COM NEW 410K 921 –
INVESCO EXCH TRADED FD TR II DORSEY WRGT EMRG 28K 1K –
INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 818 41 –
INVESCO EXCH TRADED FD TR II EQUAL WEGT 0-30 611K 22K –
INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP 82K 5K –
INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 24K 493 –
INVESCO EXCH TRADED FD TR II MSCI GBL TIMBR 515K 16K –
INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 101K 6K –
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 101K 5K –
INVESCO EXCHANGE TRADED FD T DJ INDL AVG DV 45 1 –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 228K 6K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 272K 7K –
INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 17K 959 –
INVESCO EXCHANGE TRADED FD T S&P SML600 GWT 365K 8K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL IND 313K 7K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 9M 56K –
INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 19K 229 –
INVESCO QQQ TR UNIT SER 1 1M 3K –
ISHARES BITCOIN TR SHS 302K 9K –
ISHARES INC CORE MSCI EMKT 5M 97K –
ISHARES INC ESG AWR MSCI EM 18K 533 –
ISHARES INC MSCI EMERG MRKT 22K 391 –
ISHARES INC MSCI EMRG CHN 114K 2K –
ISHARES INC MSCI EQUAL WEITE 140K 2K –
ISHARES INC MSCI EURZONE ETF 27K 562 –
ISHARES INC MSCI GBL ETF NEW 65K 2K –
ISHARES INC MSCI GBL MIN VOL 534K 5K –
ISHARES INC MSCI JPN ETF NEW 3K 48 –
ISHARES INC MSCI MEXICO ETF 46K 810 –
ISHARES INC MSCI WORLD ETF 153K 1K –
ISHARES TR 0-5 YR TIPS ETF 4K 40 –
ISHARES TR 1 3 YR TREAS BD 272 3 –
ISHARES TR 10-20 YR TRS ETF 71M 687K –
ISHARES TR 20 YR TR BD ETF 69K 749 –
ISHARES TR 7-10 YR TRSY BD 20K 216 –
ISHARES TR AGENCY BOND ETF 539 5 –
ISHARES TR CORE 1 5 YR USD 254K 5K –
ISHARES TR CORE DIV GRWTH 59K 1K –
ISHARES TR CORE HIGH DV ETF 9M 81K –
ISHARES TR CORE MSCI EAFE 3M 48K –
ISHARES TR CORE MSCI INTL 277K 4K –
ISHARES TR CORE MSCI TOTAL 52K 766 –
ISHARES TR CORE S&P MCP ETF 2M 27K –
ISHARES TR CORE S&P SCP ETF 3M 30K –
ISHARES TR CORE S&P TTL STK 5M 42K –
ISHARES TR CORE S&P US GWT 34K 267 –
ISHARES TR CORE S&P500 ETF 3M 6K –
ISHARES TR CORE TOTAL USD 76K 2K –
ISHARES TR CORE US AGGBD ET 568K 6K –
ISHARES TR EAFE GRWTH ETF 40M 387K –
ISHARES TR EAFE SML CP ETF 8K 124 –
ISHARES TR EAFE VALUE ETF 15M 277K –
ISHARES TR ESG AW MSCI EAFE 42K 536 –
ISHARES TR ESG AWRE USD ETF 9K 375 –
ISHARES TR EXPANDED TECH 74K 850 –
ISHARES TR FALN ANGLS USD 10K 396 –
ISHARES TR GLB CNSM STP ETF 6K 100 –
ISHARES TR GLOBAL ENERG ETF 97K 2K –
ISHARES TR GLOBAL REIT ETF 2M 77K –
ISHARES TR IBOXX HI YD ETF 190K 2K –
ISHARES TR IBOXX INV CP ETF 18K 171 –
ISHARES TR INTL SEL DIV ETF 7M 243K –
ISHARES TR INTRM GOV CR ETF 81K 776 –
ISHARES TR ISHARES BIOTECH 3M 23K –
ISHARES TR ISHARES SEMICDTR 116K 471 –
ISHARES TR ISHS 1-5YR INVS 667 13 –
ISHARES TR ISHS 5-10YR INVT 1K 22 –
ISHARES TR MBS ETF 421K 5K –
ISHARES TR MORNINGSTAR GRWT 54M 660K –
ISHARES TR MORTGE REL ETF 9K 395 –
ISHARES TR MSCI ACWI ETF 142K 1K –
ISHARES TR MSCI ACWI EX US 2K 32 –
ISHARES TR MSCI EAFE ETF 3M 36K –
ISHARES TR MSCI EAFE MIN VL 361K 5K –
ISHARES TR MSCI EMG MKT ETF 123K 3K –
ISHARES TR MSCI INDIA ETF 837 15 –
ISHARES TR MSCI INTL MOMENT 3M 85K –
ISHARES TR MSCI KLD400 SOC 57K 548 –
ISHARES TR MSCI USA ESG SLC 91K 809 –
ISHARES TR MSCI USA MIN VOL 6M 72K –
ISHARES TR MSCI USA MMENTM 300K 2K –
ISHARES TR MSCI USA QLT FCT 45K 261 –
ISHARES TR MSCI USA VALUE 56K 537 –
ISHARES TR NATIONAL MUN ETF 2M 16K –
ISHARES TR PFD AND INCM SEC 1M 44K –
ISHARES TR RUS 1000 ETF 427K 1K –
ISHARES TR RUS 1000 GRW ETF 3M 9K –
ISHARES TR RUS 1000 VAL ETF 2M 11K –
ISHARES TR RUS 2000 GRW ETF 781K 3K –
ISHARES TR RUS 2000 VAL ETF 2M 11K –
ISHARES TR RUS MD CP GR ETF 1M 11K –
ISHARES TR RUS MDCP VAL ETF 3M 22K –
ISHARES TR RUS MID CAP ETF 2M 30K –
ISHARES TR RUSSELL 2000 ETF 4M 21K –
ISHARES TR S&P 500 GRWT ETF 18M 196K –
ISHARES TR S&P 500 VAL ETF 9M 47K –
ISHARES TR S&P MC 400GR ETF 352K 4K –
ISHARES TR S&P MC 400VL ETF 1M 10K –
ISHARES TR S&P SML 600 GWT 613K 5K –
ISHARES TR SELECT DIVID ETF 4M 30K –
ISHARES TR SP SMCP600VL ETF 1M 12K –
ISHARES TR TIPS BD ETF 724 7 –
ISHARES TR U.S. ENERGY ETF 194K 4K –
ISHARES TR U.S. MED DVC ETF 138K 2K –
ISHARES TR U.S. TECH ETF 920K 6K –
ISHARES TR U.S. UTILITS ETF 86K 980 –
ISHARES TR US AER DEF ETF 95K 723 –
ISHARES TR US HLTHCARE ETF 28K 456 –
ISHARES TR US TREAS BD ETF 2K 105 –
ISHARES TR USD INV GRDE ETF 4K 71 –
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 11M 231K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 77M 1M –
J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 970K 19K –
J P MORGAN EXCHANGE TRADED F SHORT DURA CORE 1M 24K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 3M 69K –
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 833K 16K –
JOHNSON & JOHNSON COM 5M 37K –
JPMORGAN CHASE & CO. COM 7M 33K –
KIMBERLY-CLARK CORP COM 346K 3K –
KIMCO RLTY CORP COM 215K 11K –
KLA CORP COM NEW 634K 769 –
KRANESHARES TRUST BOSERA MSCI CHIN 27K 1K –
KRANESHARES TRUST CSI CHI INTERNET 19K 691 –
KRANESHARES TRUST MSCI EMG EX CH 12M 401K –
KROGER CO COM 323K 6K –
LAM RESEARCH CORP COM 4M 3K –
LOCKHEED MARTIN CORP COM 4M 8K –
LOWES COS INC COM 676K 3K –
LUCID GROUP INC COM 46K 18K –
LUMEN TECHNOLOGIES INC COM 20K 18K –
MANAGED PORTFOLIO SERIES TORTOISE NRAM PI 4M 138K –
MARSH & MCLENNAN COS INC COM 211K 1K –
MASTERCARD INCORPORATED CL A 298K 676 –
MCDONALDS CORP COM 5M 18K –
MCKESSON CORP COM 375K 642 –
MDXHEALTH SA SHS NEW 39K 16K –
MEDTRONIC PLC SHS 3M 36K –
MERCK & CO INC COM 4M 33K –
META PLATFORMS INC CL A 8M 16K –
MICROSOFT CORP COM 18M 39K –
MONDELEZ INTL INC CL A 271K 4K –
MORGAN STANLEY COM NEW 2M 21K –
MULTIPLAN CORPORATION COM 12K 32K –
NETFLIX INC COM 786K 1K –
NEXTERA ENERGY INC COM 3M 39K –
NIKE INC CL B 636K 8K –
NORFOLK SOUTHN CORP COM 406K 2K –
NUCOR CORP COM 317K 2K –
NVIDIA CORPORATION COM 15M 123K –
OAKTREE SPECIALTY LENDING CO COM 570K 30K –
ONEOK INC NEW COM 499K 6K –
ORACLE CORP COM 556K 4K –
OREILLY AUTOMOTIVE INC COM 432K 409 –
PALANTIR TECHNOLOGIES INC CL A 257K 10K –
PALO ALTO NETWORKS INC COM 259K 764 –
PAYCHEX INC COM 258K 2K –
PELOTON INTERACTIVE INC CL A COM 55K 16K –
PEPSICO INC COM 3M 19K –
PFIZER INC COM 736K 26K –
PGIM ETF TR TOTAL RETURN BON 1M 29K –
PHILLIPS 66 COM 701K 5K –
PINNACLE FINL PARTNERS INC COM 447K 6K –
PLUG POWER INC COM NEW 141K 60K –
PRINCIPAL FINANCIAL GROUP IN COM 2M 27K –
PROCTER AND GAMBLE CO COM 4M 26K –
PROSHARES TR RUSS 2000 DIVD 95K 2K –
PROSHARES TR S&P 500 DV ARIST 740K 8K –
PROSHARES TR S&P MDCP 400 DIV 5M 69K –
PRUDENTIAL FINL INC COM 393K 3K –
QUALCOMM INC COM 466K 2K –
RTX CORPORATION COM 749K 7K –
SALESFORCE INC COM 681K 3K –
SCHLUMBERGER LTD COM STK 2M 42K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 3M 100K –
SCHWAB STRATEGIC TR FUNDAMENTAL EMER 28K 931 –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 8M 217K –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 16K 455 –
SCHWAB STRATEGIC TR FUNDAMENTAL US L 212K 3K –
SCHWAB STRATEGIC TR FUNDAMENTAL US S 47K 850 –
SCHWAB STRATEGIC TR INTL EQTY ETF 2M 41K –
SCHWAB STRATEGIC TR INTL SCEQT ETF 2K 66 –
SCHWAB STRATEGIC TR INT-TRM U.S TRES 470 10 –
SCHWAB STRATEGIC TR SHT TM US TRES 12K 259 –
SCHWAB STRATEGIC TR US AGGREGATE B 14M 318K –
SCHWAB STRATEGIC TR US BRD MKT ETF 3M 40K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 931K 12K –
SCHWAB STRATEGIC TR US LCAP GR ETF 11M 105K –
SCHWAB STRATEGIC TR US LCAP VA ETF 30M 407K –
SCHWAB STRATEGIC TR US LRG CAP ETF 2M 35K –
SCHWAB STRATEGIC TR US MID-CAP ETF 14M 183K –
SCHWAB STRATEGIC TR US REIT ETF 11K 553 –
SCHWAB STRATEGIC TR US SML CAP ETF 576K 12K –
SEABOARD CORP DEL COM 644K 204 –
SELECT SECTOR SPDR TR ENERGY 1M 12K –
SELECT SECTOR SPDR TR FINANCIAL 83K 2K –
SELECT SECTOR SPDR TR INDL 443K 4K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 45K 309 –
SELECT SECTOR SPDR TR SBI INT-UTILS 28K 406 –
SELECT SECTOR SPDR TR TECHNOLOGY 608K 3K –
SELECTQUOTE INC COM 269K 97K –
SHELL PLC SPON ADS 482K 7K –
SHERWIN WILLIAMS CO COM 341K 1K –
SHOPIFY INC CL A 567K 9K –
SOFI TECHNOLOGIES INC COM 111K 17K –
SOUTHERN CO COM 2M 26K –
SPDR GOLD TR GOLD SHS 920K 4K –
SPDR INDEX SHS FDS DJ GLB RL ES ETF 62K 1K –
SPDR INDEX SHS FDS PORTFLI MSCI GBL 148K 2K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 64K 2K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 1K 28 –
SPDR INDEX SHS FDS S&P EM MKT DIV 6K 177 –
SPDR INDEX SHS FDS S&P GLBDIV ETF 7K 119 –
SPDR INDEX SHS FDS S&P INTL ETF 24K 705 –
SPDR S&P 500 ETF TR TR UNIT 7M 14K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 560K 1K –
SPDR SER TR AEROSPACE DEF 45K 322 –
SPDR SER TR COMP SOFTWARE 18K 118 –
SPDR SER TR NUVEEN BLOOMBERG 40K 2K –
SPDR SER TR PORT MTG BK ETF 45K 2K –
SPDR SER TR PORTFOLI S&P1500 32K 480 –
SPDR SER TR PORTFOLIO CRPORT 7K 235 –
SPDR SER TR PORTFOLIO INTRMD 58K 2K –
SPDR SER TR PORTFOLIO S&P400 6K 122 –
SPDR SER TR PORTFOLIO SHORT 30 1 –
SPDR SER TR PRTFLO S&P500 GW 315K 4K –
SPDR SER TR PRTFLO S&P500 VL 99K 2K –
SPDR SER TR S&P 400 MDCP GRW 37M 439K –
SPDR SER TR S&P 400 MDCP VAL 41M 556K –
SPDR SER TR S&P 600 SMCP GRW 25M 297K –
SPDR SER TR S&P 600 SMCP VAL 14M 180K –
SPDR SER TR S&P BIOTECH 411K 4K –
SPDR SER TR S&P DIVID ETF 562K 4K –
SPDR SER TR S&P HOMEBUILD 25K 250 –
SPROTT PHYSICAL GOLD TR UNIT 894K 50K –
SSGA ACTIVE ETF TR SPDR TR TACTIC 12M 301K –
STARBUCKS CORP COM 2M 30K –
TARGET CORP COM 323K 2K –
TERRAN ORBITAL CORPORATION COM 32K 39K –
TESLA INC COM 1M 7K –
TEXAS INSTRS INC COM 3M 15K –
THE TRADE DESK INC COM CL A 491K 5K –
THERMO FISHER SCIENTIFIC INC COM 414K 749 –
TJX COS INC NEW COM 293K 3K –
TRAVELERS COMPANIES INC COM 2M 11K –
TWIN VEE POWERCATS CO COM 13K 24K –
UMB FINL CORP COM 771K 9K –
UNION PAC CORP COM 3M 13K –
UNITEDHEALTH GROUP INC COM 5M 9K –
UNUM GROUP COM 546K 11K –
US BANCORP DEL COM NEW 711K 18K –
VANECK ETF TRUST AGRIBUSINESS ETF 23K 323 –
VANECK ETF TRUST CLO ETF 45K 842 –
VANECK ETF TRUST FALLEN ANGEL HG 6M 209K –
VANECK ETF TRUST GOLD MINERS ETF 16K 478 –
VANECK ETF TRUST HIGH YLD MUNIETF 3M 60K –
VANECK ETF TRUST IG FLOATING RATE 8M 295K –
VANECK ETF TRUST INFLATION ALLOCA 170K 6K –
VANECK ETF TRUST JUNIOR GOLD MINE 1K 28 –
VANECK ETF TRUST MORNINGSTAR SMID 26K 827 –
VANECK ETF TRUST MRNGSTR WDE MOAT 301K 3K –
VANECK ETF TRUST NATURAL RESOURC 147K 3K –
VANECK ETF TRUST OIL SERVICES ETF 32K 100 –
VANECK ETF TRUST PREFERRED SECURT 60K 3K –
VANECK ETF TRUST RARE EARTH AND S 15K 342 –
VANECK ETF TRUST SEMICONDUCTR ETF 282K 1K –
VANECK ETF TRUST URANIUM AND NUCL 49K 611 –
VANECK ETF TRUST VANECK SHRT MUNI 625K 37K –
VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 301K 4K –
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 82K 830 –
VANGUARD BD INDEX FDS INTERMED TERM 28K 374 –
VANGUARD BD INDEX FDS SHORT TRM BOND 503K 7K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 205K 3K –
VANGUARD INDEX FDS EXTEND MKT ETF 51K 303 –
VANGUARD INDEX FDS GROWTH ETF 600K 2K –
VANGUARD INDEX FDS LARGE CAP ETF 1M 4K –
VANGUARD INDEX FDS MCAP GR IDXVIP 2M 7K –
VANGUARD INDEX FDS MCAP VL IDXVIP 5M 34K –
VANGUARD INDEX FDS MID CAP ETF 209K 863 –
VANGUARD INDEX FDS REAL ESTATE ETF 747K 9K –
VANGUARD INDEX FDS S&P 500 ETF SHS 4M 8K –
VANGUARD INDEX FDS SM CP VAL ETF 3M 18K –
VANGUARD INDEX FDS SMALL CP ETF 537K 2K –
VANGUARD INDEX FDS SML CP GRW ETF 2M 10K –
VANGUARD INDEX FDS TOTAL STK MKT 5M 18K –
VANGUARD INDEX FDS VALUE ETF 707K 4K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 165K 3K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 420K 10K –
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 184K 2K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 384K 3K –
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 3K 60 –
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 68K 1K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 15K 253 –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 800K 10K –
VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 343K 3K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 18M 96K –
VANGUARD STAR FDS VG TL INTL STK F 402K 7K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 438K 9K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 1M 12K –
VANGUARD WHITEHALL FDS INTL DVD ETF 3M 43K –
VANGUARD WHITEHALL FDS INTL HIGH ETF 737K 11K –
VANGUARD WORLD FD CONSUM DIS ETF 59K 188 –
VANGUARD WORLD FD CONSUM STP ETF 27K 133 –
VANGUARD WORLD FD ENERGY ETF 1M 11K –
VANGUARD WORLD FD ESG US STK ETF 23K 234 –
VANGUARD WORLD FD HEALTH CAR ETF 605K 2K –
VANGUARD WORLD FD INF TECH ETF 565K 980 –
VANGUARD WORLD FD MEGA GRWTH IND 614K 2K –
VANGUARD WORLD FD UTILITIES ETF 23K 155 –
VERIZON COMMUNICATIONS INC COM 851K 21K –
VISA INC COM CL A 3M 11K –
WALMART INC COM 5M 76K –
WASTE MGMT INC DEL COM 1M 6K –
WATSCO INC CL B CONV 1M 2K –
WATSCO INC COM 1M 2K –
WELLS FARGO CO NEW COM 520K 9K –
WELLS FARGO CO NEW PERP PFD CNV A 11K 9 –
WILLIAMS COS INC COM 399K 9K –
WISDOMTREE TR US MIDCAP DIVID 6M 134K –