Founders Financial Securities

Founders Financial Securities as of Sept. 30, 2023

Portfolio Holdings for Founders Financial Securities

Founders Financial Securities holds 332 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 6.0 $46M 777k 59.28
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 4.3 $33M 796k 41.26
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.9 $30M 429k 70.76
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.2 $25M 567k 43.72
Ishares Tr Core S&p Scp Etf (IJR) 2.7 $21M 220k 94.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.2 $17M 48k 358.27
Vanguard Index Fds Mid Cap Etf (VO) 2.1 $16M 79k 208.24
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.0 $16M 355k 43.56
Dimensional Etf Trust Us High Profitab (DUHP) 2.0 $15M 591k 25.69
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.8 $14M 292k 46.38
Ishares Tr Core Msci Eafe (IEFA) 1.7 $13M 202k 64.35
Apple (AAPL) 1.6 $12M 72k 171.21
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.6 $12M 541k 22.57
Select Sector Spdr Tr Technology (XLK) 1.6 $12M 73k 163.93
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.5 $11M 86k 131.79
Ishares Tr Core Us Aggbd Et (AGG) 1.4 $11M 118k 94.04
Ishares Tr Core S&p500 Etf (IVV) 1.4 $11M 25k 429.42
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.3 $10M 416k 24.34
Ishares Tr National Mun Etf (MUB) 1.2 $9.6M 94k 102.54
Ishares Tr Core S&p Mcp Etf (IJH) 1.2 $9.6M 38k 249.35
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 1.2 $9.3M 222k 42.05
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.2 $9.1M 100k 91.82
Microsoft Corporation (MSFT) 1.1 $8.6M 27k 315.75
NVIDIA Corporation (NVDA) 1.1 $8.5M 20k 434.99
Pimco Etf Tr Active Bd Etf (BOND) 1.1 $8.5M 97k 87.90
Ishares Tr Broad Usd High (USHY) 1.1 $8.2M 235k 34.71
Ishares Tr Core S&p Us Gwt (IUSG) 0.9 $7.0M 74k 94.83
Ishares Tr TRS FLT RT BD (TFLO) 0.8 $6.4M 127k 50.74
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.8 $6.3M 99k 63.49
Ishares Tr Shrt Nat Mun Etf (SUB) 0.8 $6.3M 61k 102.86
Select Sector Spdr Tr Communication (XLC) 0.8 $6.2M 94k 65.57
Ishares Tr Msci Usa Min Vol (USMV) 0.8 $6.2M 85k 72.38
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.8 $5.9M 59k 100.67
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.7 $5.5M 34k 160.98
Wisdomtree Tr Floatng Rat Trea (USFR) 0.7 $5.5M 110k 50.32
Select Sector Spdr Tr Indl (XLI) 0.7 $5.5M 54k 101.38
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $5.4M 14k 392.70
First Tr Value Line Divid In SHS (FVD) 0.7 $5.4M 145k 37.39
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $5.4M 65k 82.52
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.7 $5.2M 109k 47.83
Amazon (AMZN) 0.7 $5.2M 41k 127.12
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $5.0M 148k 33.57
Vanguard Index Fds Value Etf (VTV) 0.6 $4.8M 35k 137.93
Ishares Tr Tips Bd Etf (TIP) 0.6 $4.4M 43k 103.72
Ishares Msci Jpn Etf New (EWJ) 0.6 $4.4M 72k 60.29
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $4.3M 33k 128.74
Ishares Core Msci Emkt (IEMG) 0.5 $4.2M 89k 47.59
Ishares Tr Core Msci Intl (IDEV) 0.5 $4.2M 73k 58.28
Vanguard Index Fds Growth Etf (VUG) 0.5 $4.2M 16k 272.31
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $4.1M 40k 102.02
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $4.1M 19k 212.41
Select Sector Spdr Tr Energy (XLE) 0.5 $4.0M 45k 90.39
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.5 $4.0M 81k 49.43
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $3.9M 27k 141.69
Fs Kkr Capital Corp (FSK) 0.5 $3.5M 178k 19.69
Procter & Gamble Company (PG) 0.4 $3.4M 24k 145.86
Johnson & Johnson (JNJ) 0.4 $3.3M 21k 155.75
UnitedHealth (UNH) 0.4 $3.3M 6.5k 504.19
Select Sector Spdr Tr Financial (XLF) 0.4 $3.3M 99k 33.17
Ishares Tr Us Trsprtion (IYT) 0.4 $3.2M 14k 233.77
Dbx Etf Tr Xtrack Usd High (HYLB) 0.4 $3.2M 95k 33.90
Visa Com Cl A (V) 0.4 $2.7M 12k 230.00
Exxon Mobil Corporation (XOM) 0.3 $2.7M 23k 117.58
Cisco Systems (CSCO) 0.3 $2.6M 49k 53.76
Tesla Motors (TSLA) 0.3 $2.5M 10k 250.22
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $2.5M 36k 68.81
Ark Etf Tr Innovation Etf (ARKK) 0.3 $2.4M 60k 39.67
Coca-Cola Company (KO) 0.3 $2.4M 42k 55.98
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL) 0.3 $2.2M 44k 50.80
JPMorgan Chase & Co. (JPM) 0.3 $2.2M 15k 145.02
Innovator Etfs Tr Laderd Alctn Pwr (BUFF) 0.3 $2.2M 59k 37.50
Pfizer (PFE) 0.3 $2.2M 66k 33.17
Apollo Global Mgmt (APO) 0.3 $2.1M 24k 89.76
Comcast Corp Cl A (CMCSA) 0.3 $2.1M 47k 44.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.1M 6.0k 350.30
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $2.0M 29k 69.25
Costco Wholesale Corporation (COST) 0.3 $2.0M 3.6k 564.90
Ishares Msci Mexico Etf (EWW) 0.3 $2.0M 34k 58.23
Pioneer Natural Resources (PXD) 0.2 $1.9M 8.4k 229.55
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.9M 27k 69.78
Williams Companies (WMB) 0.2 $1.9M 56k 33.69
Wal-Mart Stores (WMT) 0.2 $1.8M 12k 159.93
Ishares Msci Spain Etf (EWP) 0.2 $1.8M 67k 27.50
Raytheon Technologies Corp (RTX) 0.2 $1.8M 25k 71.97
Home Depot (HD) 0.2 $1.8M 5.9k 302.14
Linde SHS (LIN) 0.2 $1.8M 4.8k 372.35
Meta Platforms Cl A (META) 0.2 $1.7M 5.8k 300.21
John Hancock Tax-Advantage Dvd Incom (HTD) 0.2 $1.7M 95k 17.76
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $1.7M 11k 155.38
Sempra Energy (SRE) 0.2 $1.6M 24k 68.03
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.2 $1.6M 18k 88.25
International Business Machines (IBM) 0.2 $1.6M 11k 140.30
Merck & Co (MRK) 0.2 $1.6M 15k 102.95
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $1.5M 36k 42.20
Union Pacific Corporation (UNP) 0.2 $1.5M 7.5k 203.64
Enbridge (ENB) 0.2 $1.5M 46k 33.19
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $1.5M 23k 65.22
Becton, Dickinson and (BDX) 0.2 $1.5M 5.7k 258.53
Broadcom (AVGO) 0.2 $1.5M 1.8k 830.58
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.2 $1.4M 40k 36.42
PNC Financial Services (PNC) 0.2 $1.4M 12k 122.77
Amgen (AMGN) 0.2 $1.4M 5.3k 268.75
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $1.4M 3.1k 456.64
AllianceBernstein Global Hgh Incm (AWF) 0.2 $1.4M 145k 9.70
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $1.4M 30k 45.95
Pgim Etf Tr Floating Rt Inc (PFRL) 0.2 $1.4M 27k 50.45
Chevron Corporation (CVX) 0.2 $1.4M 8.0k 168.63
Ishares Tr U.s. Finls Etf (IYF) 0.2 $1.3M 18k 74.76
Travelers Companies (TRV) 0.2 $1.3M 8.2k 163.32
Unilever Spon Adr New (UL) 0.2 $1.3M 27k 49.40
Medtronic SHS (MDT) 0.2 $1.3M 17k 78.36
Vulcan Materials Company (VMC) 0.2 $1.3M 6.3k 202.02
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.2 $1.3M 14k 93.83
Wells Fargo & Company (WFC) 0.2 $1.3M 31k 40.86
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $1.2M 17k 72.72
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $1.2M 25k 48.50
Mondelez Intl Cl A (MDLZ) 0.2 $1.2M 18k 69.40
Vanguard Index Fds Large Cap Etf (VV) 0.2 $1.2M 6.2k 195.69
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.2M 2.8k 427.44
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.2M 11k 103.32
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $1.2M 44k 26.47
Mastercard Incorporated Cl A (MA) 0.1 $1.2M 2.9k 395.91
Hf Sinclair Corp (DINO) 0.1 $1.2M 20k 56.93
United Parcel Service CL B (UPS) 0.1 $1.1M 7.2k 155.87
Intel Corporation (INTC) 0.1 $1.1M 31k 35.55
Tyson Foods Cl A (TSN) 0.1 $1.1M 22k 50.49
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $1.1M 2.6k 414.86
Oracle Corporation (ORCL) 0.1 $1.1M 10k 105.92
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $1.1M 77k 14.03
Best Buy (BBY) 0.1 $1.1M 15k 69.47
Honeywell International (HON) 0.1 $1.1M 5.8k 184.75
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.1M 14k 75.66
Host Hotels & Resorts (HST) 0.1 $1.0M 65k 16.07
Sap Se Spon Adr (SAP) 0.1 $1.0M 8.1k 129.32
Encana Corporation (OVV) 0.1 $1.0M 22k 47.57
Realty Income (O) 0.1 $1.0M 20k 49.94
Walt Disney Company (DIS) 0.1 $996k 12k 81.05
Caterpillar (CAT) 0.1 $965k 3.5k 273.03
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $965k 39k 24.50
Vanguard World Fds Health Car Etf (VHT) 0.1 $960k 4.1k 235.10
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $959k 17k 55.30
PPG Industries (PPG) 0.1 $954k 7.4k 129.80
American Tower Reit (AMT) 0.1 $952k 5.8k 164.46
Eaton Corp SHS (ETN) 0.1 $947k 4.4k 213.28
Diageo Spon Adr New (DEO) 0.1 $943k 6.3k 149.18
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $942k 16k 58.93
Us Bancorp Del Com New (USB) 0.1 $935k 28k 33.06
Northrop Grumman Corporation (NOC) 0.1 $934k 2.1k 440.20
Vanguard World Fds Industrial Etf (VIS) 0.1 $912k 4.7k 194.99
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.1 $911k 41k 22.48
AvalonBay Communities (AVB) 0.1 $910k 5.3k 171.74
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $910k 5.0k 182.67
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.1 $908k 36k 25.11
Lockheed Martin Corporation (LMT) 0.1 $900k 2.2k 408.89
Goldman Sachs (GS) 0.1 $886k 2.7k 323.52
Edison International (EIX) 0.1 $879k 14k 63.29
Adobe Systems Incorporated (ADBE) 0.1 $870k 1.7k 509.90
Stryker Corporation (SYK) 0.1 $865k 3.2k 273.23
Waste Management (WM) 0.1 $852k 5.6k 152.44
Newmont Mining Corporation (NEM) 0.1 $850k 23k 36.95
Ishares Tr Select Divid Etf (DVY) 0.1 $845k 7.8k 107.64
Thermo Fisher Scientific (TMO) 0.1 $845k 1.7k 506.17
Netflix (NFLX) 0.1 $840k 2.2k 377.60
Metropcs Communications (TMUS) 0.1 $835k 6.0k 140.05
MetLife (MET) 0.1 $792k 13k 62.91
V.F. Corporation (VFC) 0.1 $791k 45k 17.67
McDonald's Corporation (MCD) 0.1 $775k 2.9k 263.43
Palo Alto Networks (PANW) 0.1 $770k 3.3k 234.44
Vanguard World Fds Energy Etf (VDE) 0.1 $740k 5.8k 126.74
Nike CL B (NKE) 0.1 $732k 7.7k 95.62
Alphabet Cap Stk Cl A (GOOGL) 0.1 $706k 5.4k 130.86
Gilead Sciences (GILD) 0.1 $699k 9.3k 74.94
W.W. Grainger (GWW) 0.1 $689k 996.00 691.84
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $689k 6.6k 104.48
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $677k 2.5k 265.97
Sherwin-Williams Company (SHW) 0.1 $675k 2.6k 255.06
salesforce (CRM) 0.1 $672k 3.3k 202.78
Vanguard World Fds Utilities Etf (VPU) 0.1 $669k 5.2k 127.54
Ishares Tr U.s. Energy Etf (IYE) 0.1 $657k 14k 47.43
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $652k 3.3k 194.78
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $649k 19k 34.07
Invesco Db Commdy Indx Trck Unit (DBC) 0.1 $640k 26k 24.96
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $639k 13k 48.10
Eli Lilly & Co. (LLY) 0.1 $635k 1.2k 537.25
Capital One Financial (COF) 0.1 $629k 6.5k 97.05
Uber Technologies (UBER) 0.1 $629k 14k 45.99
Asml Holding N V N Y Registry Shs (ASML) 0.1 $628k 1.1k 588.66
Ishares Tr Mbs Etf (MBB) 0.1 $623k 7.0k 88.80
Chesapeake Energy Corp (CHK) 0.1 $621k 7.2k 86.23
Freeport-mcmoran CL B (FCX) 0.1 $616k 17k 37.29
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $604k 27k 22.48
Public Storage (PSA) 0.1 $600k 2.3k 263.58
Abbvie (ABBV) 0.1 $599k 4.0k 149.07
EQT Corporation (EQT) 0.1 $587k 15k 40.58
Vanguard World Fds Financials Etf (VFH) 0.1 $584k 7.3k 80.32
S&p Global (SPGI) 0.1 $583k 1.6k 365.41
Vanguard World Fds Comm Srvc Etf (VOX) 0.1 $583k 5.5k 105.19
Vanguard World Fds Materials Etf (VAW) 0.1 $575k 3.3k 172.54
Alcon Ord Shs (ALC) 0.1 $569k 7.4k 77.06
Spdr Gold Tr Gold Shs (GLD) 0.1 $565k 3.3k 171.45
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $564k 2.1k 269.37
Charles Schwab Corporation (SCHW) 0.1 $559k 10k 54.90
Texas Instruments Incorporated (TXN) 0.1 $554k 3.5k 159.01
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $547k 21k 26.20
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $546k 4.2k 130.97
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.1 $542k 5.9k 91.24
Starbucks Corporation (SBUX) 0.1 $537k 5.9k 91.27
Amplify Etf Tr High Income (YYY) 0.1 $526k 47k 11.11
Marsh & McLennan Companies (MMC) 0.1 $521k 2.7k 190.30
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $517k 6.6k 78.55
Ishares Tr Global Energ Etf (IXC) 0.1 $510k 12k 41.26
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $505k 2.4k 214.17
American Intl Group Com New (AIG) 0.1 $505k 8.3k 60.60
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $502k 13k 38.65
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.1 $502k 22k 22.92
Monster Beverage Corp (MNST) 0.1 $500k 9.5k 52.95
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $499k 5.3k 94.19
Zoetis Cl A (ZTS) 0.1 $498k 2.9k 173.98
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $497k 5.5k 90.40
General Motors Company (GM) 0.1 $477k 15k 32.97
Intuitive Surgical Com New (ISRG) 0.1 $476k 1.6k 292.29
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $476k 15k 31.45
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $472k 12k 39.21
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $464k 17k 27.06
Cion Invt Corp (CION) 0.1 $456k 43k 10.57
General Electric Com New (GE) 0.1 $440k 4.0k 110.55
Equinix (EQIX) 0.1 $434k 598.00 726.26
Deere & Company (DE) 0.1 $428k 1.1k 377.31
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $427k 27k 15.97
4068594 Enphase Energy (ENPH) 0.1 $415k 3.5k 120.15
United Sts Oil Units (USO) 0.1 $401k 5.0k 80.86
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $401k 5.3k 75.98
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $399k 2.5k 159.49
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $398k 13k 30.15
Colgate-Palmolive Company (CL) 0.1 $398k 5.6k 71.11
Ishares Tr Micro-cap Etf (IWC) 0.1 $397k 4.0k 100.10
Vanguard World Mega Cap Val Etf (MGV) 0.1 $393k 3.9k 101.40
AFLAC Incorporated (AFL) 0.1 $388k 5.1k 76.74
Ishares Tr Russell 2000 Etf (IWM) 0.0 $383k 2.2k 176.73
Paypal Holdings (PYPL) 0.0 $382k 6.5k 58.46
Spdr Ser Tr S&p Biotech (XBI) 0.0 $375k 5.1k 73.02
Valero Energy Corporation (VLO) 0.0 $370k 2.6k 141.70
stock 0.0 $370k 2.5k 146.25
Chipotle Mexican Grill (CMG) 0.0 $366k 200.00 1831.83
Verizon Communications (VZ) 0.0 $363k 11k 32.41
Workday Cl A (WDAY) 0.0 $362k 1.7k 214.85
Mccormick & Co Com Non Vtg (MKC) 0.0 $357k 4.7k 75.63
Pepsi (PEP) 0.0 $356k 2.1k 169.42
Atlassian Corporation Cl A (TEAM) 0.0 $353k 1.8k 201.51
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $350k 2.3k 153.83
Spdr Ser Tr Portfli High Yld (SPHY) 0.0 $348k 16k 22.42
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $339k 974.00 347.74
Alphabet Cap Stk Cl C (GOOG) 0.0 $336k 2.5k 131.85
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $336k 5.5k 60.58
Lauder Estee Cos Cl A (EL) 0.0 $330k 2.3k 144.55
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.0 $329k 7.6k 43.27
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $329k 12k 28.20
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $328k 4.8k 68.42
Accenture Plc Ireland Shs Class A (ACN) 0.0 $327k 1.1k 307.11
Intuit (INTU) 0.0 $327k 640.00 510.94
Qualcomm (QCOM) 0.0 $327k 2.9k 111.08
Dex (DXCM) 0.0 $325k 3.5k 93.30
Aptiv SHS (APTV) 0.0 $321k 3.3k 98.59
Target Corporation (TGT) 0.0 $314k 2.8k 110.57
Nextera Energy (NEE) 0.0 $312k 5.4k 57.29
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $308k 3.3k 93.18
Carrier Global Corporation (CARR) 0.0 $299k 5.4k 55.20
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $298k 3.4k 88.69
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $291k 614.00 473.65
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) 0.0 $289k 5.6k 51.67
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $287k 3.1k 91.35
Rockwell Automation (ROK) 0.0 $286k 1.0k 285.87
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.0 $282k 14k 20.67
Advanced Micro Devices (AMD) 0.0 $280k 2.7k 102.82
Abbott Laboratories (ABT) 0.0 $277k 2.9k 96.84
Airbnb Com Cl A (ABNB) 0.0 $277k 2.0k 137.21
L3harris Technologies (LHX) 0.0 $277k 1.6k 174.13
First Tr Morningstar Divid L SHS (FDL) 0.0 $274k 8.2k 33.44
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.0 $271k 8.4k 32.09
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $271k 5.1k 53.56
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $269k 3.7k 73.63
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.0 $266k 12k 21.50
Ishares Msci Glb Slv&mtl (SLVP) 0.0 $266k 31k 8.57
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.0 $265k 6.1k 43.40
Crowdstrike Hldgs Cl A (CRWD) 0.0 $265k 1.6k 167.38
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $263k 5.7k 45.69
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $261k 6.9k 37.95
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $260k 3.2k 80.97
Ishares Msci Gbl Gold Mn (RING) 0.0 $259k 13k 20.70
Novartis Sponsored Adr (NVS) 0.0 $258k 2.5k 101.86
Palantir Technologies Cl A (PLTR) 0.0 $246k 15k 16.00
Sandy Spring Ban (SASR) 0.0 $245k 11k 21.43
Kellogg Company (K) 0.0 $238k 4.0k 59.51
Philip Morris International (PM) 0.0 $227k 2.4k 92.58
Bank of America Corporation (BAC) 0.0 $222k 8.1k 27.38
Boeing Company (BA) 0.0 $220k 1.1k 191.66
Hubbell (HUBB) 0.0 $219k 700.00 313.41
Danaher Corporation (DHR) 0.0 $218k 877.00 248.10
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $216k 6.3k 33.96
Otis Worldwide Corp (OTIS) 0.0 $215k 2.7k 80.32
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $214k 4.5k 47.28
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $210k 11k 20.11
Proshares Tr Pshs Ult S&p 500 (SSO) 0.0 $207k 3.9k 53.38
Autodesk (ADSK) 0.0 $207k 998.00 206.91
Alliance Resource Partners L Ut Ltd Part (ARLP) 0.0 $206k 9.2k 22.53
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.0 $206k 3.3k 61.86
Te Connectivity SHS (TEL) 0.0 $204k 1.7k 123.53
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $200k 5.1k 38.93
Ford Motor Company (F) 0.0 $195k 16k 12.42
Pimco Dynamic Income SHS (PDI) 0.0 $183k 11k 17.28
Sofi Technologies (SOFI) 0.0 $176k 22k 7.99
Nio Spon Ads (NIO) 0.0 $172k 19k 9.04
Ionq Inc Pipe (IONQ) 0.0 $170k 11k 14.88
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $136k 18k 7.58
New Amer High Income Com New (HYB) 0.0 $135k 21k 6.48
Barings Bdc (BBDC) 0.0 $128k 14k 8.91
First Tr Stoxx European Sele Common Shs (FDD) 0.0 $128k 12k 10.89
Globalstar (GSAT) 0.0 $89k 68k 1.31
Medical Properties Trust (MPW) 0.0 $84k 15k 5.45
Dare Bioscience (DARE) 0.0 $57k 124k 0.46
Lightbridge Corporation (LTBR) 0.0 $52k 12k 4.49
Cleanspark Com New (CLSK) 0.0 $40k 11k 3.81
Cronos Group (CRON) 0.0 $39k 20k 2.00
Tmc The Metals Company (TMC) 0.0 $31k 31k 0.99
Sobr Safe Com New (SOBR) 0.0 $29k 26k 1.10
Canopy Gro 0.0 $26k 33k 0.78
Fuelcell Energy (FCEL) 0.0 $22k 18k 1.28
Red Cat Hldgs (RCAT) 0.0 $15k 15k 0.97
Amarin Corp Spons Adr New (AMRN) 0.0 $12k 13k 0.92
Northern Dynasty Minerals Lt Com New (NAK) 0.0 $11k 35k 0.33
Aurora Cannabis 0.0 $8.2k 14k 0.58
ENGlobal Corporation 0.0 $5.9k 18k 0.34