Comprehensive Financial Planning, Inc./PA - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Comprehensive Financial Planning, Inc./PA held in its portfolio 414 assets valued at $151,221,483 (i.e. $151.22M).

The most valuable assets in the portfolio included: JANUS HENDERSON AAA CLO ETF ($8.61M), APPLE INC ($8.12M), and NVIDIA CORP ($7.73M).

The chart below shows the top 10 valuable assets, and the table below shows the top 414 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Comprehensive Financial Planning, Inc./PA Portfolio
JANUS HENDERSON AAA CLO ETF
APPLE INC
NVIDIA CORP
MICROSOFT CORP
INVSC S P 500 TOP 50 ETF
VANGUARD S&P 500 ETF
META PLATFORMS INC CLASS A
ISHARES CORE S&P 500 ETF
JPMORGAN ACTIVE GROWTH ETF
AMAZON.COM INC
Comprehensive Financial Planning, Inc./PA - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
JANUS HENDERSON AAA CLO ETF 170136 8605504 UIE
APPLE INC 29883 8124167 COM
NVIDIA CORP 41424 7725746 COM
MICROSOFT CORP 11677 5647290 COM
INVSC S P 500 TOP 50 ETF 94841 5622192 UIE
VANGUARD S&P 500 ETF 8811 5525808 UIE
META PLATFORMS INC CLASS A 7629 5035875 COM
ISHARES CORE S&P 500 ETF 6330 4335953 UIE
JPMORGAN ACTIVE GROWTH ETF 36078 3348042 UIE
AMAZON.COM INC 13706 3163618 COM
T ROWE PRICE BLUE CHIP GROWTH ETF 58509 2917258 UIE
SPDR S&P 500 ETF 3869 2638601 UIE
ISHARES S&P 500 GROWTH ETF 20969 2584756 UIE
LISTED FNDS RONDHL MGNFCNT ETF 38536 2541860 UIE
WISDOMTREE US QLT DIV GRW ETF 27838 2489573 UIE
SCHWAB US LARGE CAP GROWTH ETF 76154 2484152 UIE
PALANTIR TECHNOLOGIES INCLASS CLASS A 13540 2406735 COM
JPMORGAN INTERNATIONAL VALUE ETF 27198 2183470 UIE
INVSC QQQ TRUST SRS 1 ETF 3482 2139597 UIE
BERKSHIRE HATHAWAY CLASS CLASS B 4179 2100574 COM
CROWDSTRIKE HLDGS INC CLASS A 4439 2080825 COM
COSTCO WHSL CORP NEW 2334 2013104 COM
ISHARES SEMICONDUCTOR ETF 6513 1961563 UIE
INVESCO NASDAQ 100 ETF 7539 1906933 UIE
INNOVATOR DEFINED WEALTHSHIELD ETF 56309 1886914 UIE
ISHARES EXPANDED TECH SECTOR ETF 14536 1877498 UIE
VICTORYSHARES FREE CASH FLOW ETF 45090 1775666 UIE
T ROWE PRICE U S EQUITY RESEARCH ETF 40610 1737331 UIE
SCHWAB US DIVIDEND EQUITY ETF 57983 1590498 UIE
TESLA INC 3193 1435955 COM
INVESCO S & P MIDCAP MOMENTUM ETF 9714 1345080 UIE
ISHARES US TECHNOLOGY ETF 6135 1225113 UIE
JPMORGAN CORE PLUS BOND ETF 24332 1152149 UIE
FT VEST RISING DIV INCOME ETF 43441 1139905 UIE
VANECK SEMICONDUCTOR ETF 3109 1119658 UIE
PACER SWAN SOS FUND OF FUNDS ETF 33996 1099090 UIE
WASTE MGMT INC DEL 4917 1080523 COM
FIRST TRUST US EQUITY OPRTNT ETF 6594 1078819 UIE
VANGUARD INFORMATION TECHNOLOGY ETF 1414 1066315 UIE
INNOVATOR IBD 50 ETF 29958 1042837 UIE
AVANTIS U S LARGE CAP VALUE ETF 13369 1013041 UIE
MICRON TECHNOLOGY INC 3401 970914 COM
T ROWE PRICE CPTL APRCTNEQT ETF 24537 937834 UIE
J P MORGAN NASDAQ EQT PRM INC ETF 15739 914770 UIE
VANGUARD MID CAP ETF 3083 895011 UIE
STATE STRET TEC SELECT SEC SPDR ETF 6020 866777 UIE
ISHARES SILVER TRUST ETF 13263 854402 UIE
INVSC S P 500 EQUAL WEIGHT ETF 4279 819739 UIE
ALPHABET INC CLASS CLASS A 2574 805763 COM
JANUS HENDERSON SECRTZ INC ETF 15304 796777 UIE
BROADCOM INC 2124 735288 COM
STE STRT FINCL SLCT SECTOR SPDR ETF 13012 712682 UIE
ST SRT SPDR S&P 1500 VALTLT ETF IV 3312 697788 UIE
ISHARES CORE DIVIDEND GROWTH ETF 9794 679963 UIE
VANGUARD MEGA CAP VALUE ETF 4524 638651 UIE
JPMORGAN CHASE & CO 1972 635566 COM
T ROWE PRICE GROWTH STOCK ETF 13240 609205 UIE
DEFIANCE QUANTUM ETF 5399 592054 UIE
REPUBLIC SVCS INC 2687 569557 COM
VIRTUS LIFESCI BIOTECH PRODUCTS ETF 6971 557086 UIE
ISHARES TOTAL US STOCK MARKET ETF 3735 555489 UIE
VICTORYSHARES FRE CSH FLW GRW ETF 18299 515315 UIE
INVSC S P 500 MOMENTUM ETF 4311 514425 UIE
JPMORGAN EQUITY PREMIUM INCOME ETF 8902 509569 UIE
ISHS US TECH INDEPDNCE FOCUSD ETF 4965 504423 UIE
VISTRA CORP 3078 496701 COM
VICTORYSHARES US EQ INCOME ENH VOL WTD IDX ETF 7450 490926 UIE
SERVICENOW INC 3185 487910 COM
VANGUARD HIGH DIVIDEND YIELD ETF 3399 487843 UIE
RTX CORP 2651 486350 COM
JANUS HENDERSON SHRT DRTN INM ETF 9885 485763 UIE
STATE STRT UTLTES SLET SCTR SPDR ETF 11342 484221 UIE
VANGUARD TOTAL STOCK MARKET ETF 1441 483133 UIE
ISHARES RUSSELL TOP 200 GROWTH ETF 1664 460900 UIE
FIRST TRUST SMID CAP RISING DIVI ETF 11940 457549 UIE
VANGUARD MEGA CAP GROWTHETF 1051 434178 UIE
CELESTICA INC EQUITY FCLASS EQUITY 1461 431886 FGC
GLOBAL X FUND GLB X ART INTL TGY ETF 8070 410449 UIE
VANECK GOLD MINERS ETF 4784 410323 UIE
VANGUARD HEALTH CARE ETF 1418 408427 UIE
INVESCO S & P MIDCAP VALUE WITH MOMENTUM ETF 5853 375582 UIE
CORNING INC 1843 373018 COM
ARGAN INC 1153 361447 COM
IES HLDGS INC 929 361399 COM
FULTON FINL CORP PA 18039 348693 COM
EXXON MOBIL CORP 2771 333560 COM
ROBINHOOD MKTS INC CLASS A 2883 326067 COM
JPMORGN HEDGD EQTY LAD OVRLY ETF 4810 319564 UIE
ALPHABET INC CLASS CLASS C 994 312228 COM
AMPHENOL CORP NEW CLASS CLASS A 2298 310551 COM
VANGUARD MID CAP VALUE ETF 1637 290376 UIE
COMFORT SYS USA INC 305 284653 COM
ASTERA LABS INC 1689 280982 COM
INVSC WILDERHILL CLEAN ENERGY ETF 9015 275318 UIE
FEDERATED HME MDT LAR VAL ETF NAV CF 8330 259147 UIE
AMENTUM HLDGS INC EQUITY 8830 256070 COM
VISA INC CLASS CLASS A 712 249705 COM
NRG ENERGY INC 1453 231444 COM
ADVANCED MICRO DEVIC 1079 231078 COM
JPMORGAN PRIVATE MARKETS FUND CLASS I 11729 205171 CEM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS 661 200871 ADR
ISHARES EXPANDED TECH STW SCTR ETF 1875 198184 UIE
PNC FINL SERVICES 941 196414 COM
CHEVRON CORP NEW 1263 192638 COM
T ROWE PRICE DIVIDEND GROWTH ETF 4255 191385 UIE
STATE STRET ENRGY SLECT SEC SPDR ETF 3981 178013 UIE
PALO ALTO NETWORKS INC 856 157675 COM
VANGUARD GROWTH ETF 313 152755 UIE
INVSC S P 500 PURE VALUEETF 1459 150807 UIE
UBER TECHNOLOGIES INC 1735 141766 COM
WASTE CONNECTIONS INC F 800 140288 FGC
WESTERN DIGITAL CORP 801 138045 COM
HOME DEPOT INC 397 136858 COM
JPMORGAN PRIVATE MARKETS FUND CLASS D 9939 129063 CEM
SPDR S&P MIDCAP 400 ETF 210 127156 UIE
ABBVIE INC 546 124926 COM
ISHARES MSCI USA QUALITYGARP ETF 1816 123669 UIE
INVESCO S & P SMLCP MOMENTM ETF 1686 121408 UIE
ISHARES CORE MSCI TOTL INTL STCK ETF 1400 118528 UIE
ISHARES RUSSELL TOP 200 ETF 683 116619 UIE
ISHARES CORE US AGGREGATE BOND ETF 1150 114862 UIE
LIVE NATION ENTMT INC 788 112290 COM
STE STRT COMTN SR SLCT SCTR SPDR ETF 938 110458 UIE
VANGUARD CONSUMER DISCRETIONARY ETF 279 110153 UIE
MERCK & CO. INC. 1043 109866 COM
ISHS US SMALLA CAP EQTY FACT ETF 1459 109254 UIE
ISHARES MSCI USA MOMNTUMFCT ETF 432 108261 UIE
THE COCA-COLA CO 1548 108248 COM
QUALCOMM INC 600 102630 COM
AVANTIS INTERNATIONAL EQUITY ETF 1243 102342 UIE
JOHN HANCOCK MULTIFCTR MID CP ETF 1478 96817 UIE
ISHARES RUSSELL MID CAP ETF 996 95897 UIE
SUPER MICRO COMPUTER INC 3044 89097 COM
GE AEROSPACE 278 85632 COM
ENB FINL CORP 3579 84106 COM
VANGUARD S&P 500 VALUE ETF 409 83896 UIE
TRACTOR SUPPLY CO 1650 82516 COM
ISHARES TREASURY FLOATING RATE B ETF 1604 80952 UIE
INNOVATOR US EQUITY POWER BUFFER ETF 1701 78977 UIE
SCHWAB SHORT TERM US TREASURY ETF 3189 77727 UIE
ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 700 76517 ADR
PEPSICO INC 521 74880 COM
VALERO ENERGY CORP NEW 450 73255 COM
ISHARES BIOTECHNOLOGY ETF 418 70712 UIE
PAN AMERN SILVER CORP F 1336 69218 FGC
ISHARES GLOBAL ENERGY ETF 1635 68587 UIE
VANGUARD RUSSELL 2000 ETF 685 68199 UIE
ISHARES RUSSELL 1000 GROWTH ETF 144 68184 UIE
VANGUARD LARGE CAP ETF 214 67550 UIE
VANGUARD SMALL CAP ETF 248 64056 UIE
NEWMONT CORP 637 63656 COM
INVSC SP 500 EQUAL WEIGHT TECH ETF 1352 61568 UIE
PACER US CASH COWS 100 ETF 1022 61536 UIE
VANGUARD TOTAL INTERNATIONAL STK ETF 793 59845 UIE
ISHARES US FINANCIAL SERETF 648 59815 UIE
ISHARES MSCI USA MIN VOLFCTR ETF 631 59491 UIE
OKLO INC CLASS A 815 58484 COM
ISHARES CORE 40 60 MOD ALL ETF 1206 57575 UIE
VANGUARD MID CAP GROWTH ETF 200 55828 UIE
VANGUARD MEGA CAP ETF 213 53643 UIE
VANGUARD SHORT-TERM BONDETF 594 46843 UIE
ISHARES CORE MSCI EAFE ETF 506 45266 UIE
STATE STREET SPDR PORTFLS&P 500 ETF 559 44842 UIE
ST SRT SPDR US L C LW VLTLTY ETF IV 254 44686 UIE
GE VERNOVA INC 68 44442 COM
JPMORGAN U S TECH LEADERS ETF IV 481 43324 UIE
SPDR DOW JONES INDUSTRIAL AVRG ETF 87 41929 UIE
COLUMBIA RESEARCH ENHANCED CR ETF 1017 41562 UIE
GLOBAL X LITHIUM BATTERYTECH ETF 632 41011 UIE
VANGUARD DIVIDEND APPRECIATION ETF 179 39512 UIE
SANDISK CORP 166 39405 COM
ISHARES MSCI ACWI EX US ETF 581 39002 UIE
UNITEDHEALTH GROUP INC 118 38959 COM
WISDOMTREE US LARGECAP DIVIDEND ETF 440 38809 UIE
ISHARES CORE 60 40 BAL ALL ETF 578 37582 UIE
LYNAS RARE EARTHS ORDF 4504 37400 UFO
TIMOTHY PLAN US LARG MD CP CR ETF 817 37137 UIE
ISHARES IBOXX INVT GRADEBOND ETF 336 37023 UIE
ISHARES S&P MID CAP 400 GRWTH ETF 379 36790 UIE
BLACKSTONE INC 232 35760 COM
VANGUARD VALUE ETF 184 35305 UIE
BRISTOL MYERS SQUIBB CO 634 34207 COM
NETFLIX INC 360 33753 COM
FIRST TR LRG CP GRW ALPHADEX ETF 209 33414 UIE
FIRST TRUST LONG SHORT EQUITY ETF 464 33008 UIE
GENERAL MTRS CO 400 32528 COM
T ROWE PRICE GROWTH ETF 731 32354 UIE
ISHARES US MEDICAL DEVICES ETF 519 32267 UIE
JOHNSON & JOHNSON 150 31199 COM
BLOCK INC A CLASS CLASS A 450 29290 COM
INVSC S P MIDCAP LOW VOLATILITY ETF 466 29070 UIE
NORFOLK SOUTHN CORP 100 28872 COM
ISHARES S&P MID CAP 400 VALUE ETF 211 27895 UIE
ISHARES US REGIONAL BANKS ETF 482 26597 UIE
SOFI TECHNOLOGIES INC 1000 26180 COM
SCHWAB INTERNATIONAL EQUITY ETF 1053 25314 UIE
AVANTIS US SMALL CAP VALUE ETF 246 25111 UIE
VICTORY II VICTORYSHARESETF 1136 24992 UIE
PROSHARES ULTRA S&P 500 EQ WEI ETF 611 24971 UIE
JPMORGAN SHORT DURATION CORE PLU ETF 511 24315 UIE
ISHARES RUSSELL 2000 ETF 98 24257 UIE
VANGUARD FTSE EMERGING MARKETS ETF 451 24245 UIE
FORD MTR CO DEL 1843 24181 COM
AVANTIS EMERGING MARKETSEQ ETF 308 23787 UIE
FIRST TR NASDAQ TECH DIVIDX ETF 245 23725 UIE
ISHARES US TRANSPORTATION ETF 316 23571 UIE
PROLOGIS INC REIT 183 23361 RET
ADVISORSHARES FOCUSED EQUITY ETF 330 22721 UIE
MCDONALDS CORP 70 21424 COM
VANGUARD FTSE DEVELOPED MARKETS ETF 342 21364 UIE
ST STRET SPDR PRTFL S&P 400 M ETF IV 356 20633 UIE
BITWISE XRP ETF 1002 20561 UIE
LAM RESH CORP 120 20541 COM
WALMART INC 181 20207 COM
BITWISE CRYPTO INDUSTRY INNOVATORS ETF 1000 19930 UIE
GLOBAL X US INFRA DVLPMNT ETF 415 19875 UIE
ISHARES MSCI WORLD ETF 106 19850 UIE
SPDR GOLD SHARES ETF 48 19022 UIE
TRAVELERS COS INC 64 18616 COM
STATE STRT HLTH CRE SLT SEC SPDR ETF 120 18590 UIE
ISHARES RUSSELL 1000 VALUE ETF 85 17878 UIE
WISDOMTREE ART INTLL ANDINNVT ETF 612 17853 UIE
ISHARES JPMORGAN USD MTSBOND ETF 179 17234 UIE
SNAP INC CLASS CLASS A 2025 16341 COM
VANGUARD RUSSELL 1000 ETF 51 15761 UIE
ALTRIA GROUP INC 267 15448 COM
CARNIVAL CORP F 500 15270 FGO
PARKER-HANNIFIN CORP 17 15086 COM
ISHARES 7-10 YEAR TRSURYBOND ETF 155 14904 UIE
LINDE PLC F 34 14689 FGO
PACER US SMALL CAP CASH COWS ETF 325 14428 UIE
VANGUARD RUSSELL 1000 GROWTH ETF 112 13636 UIE
VANGUARD INTERNATNL HGH DIV YLD ETF 151 13590 UIE
DIMENSIONAL U S SMALL CAP ETF 195 13585 UIE
ST SRT SPDR S&P HLTH CR EQPMNT ETF 150 13254 UIE
ISHARES CORE S&P SMALL CAP ETF 107 12925 UIE
PFIZER INC 515 12833 COM
VANGUARD RUSSELL 2000 VALUE ETF 80 12794 UIE
NASDAQ INC 130 12716 COM
INNOVATOR US EQUITY BUFFER ETF 249 12550 UIE
LIGAND PHARMACEUTICALS I 66 12478 COM
JPMORGAN ULTRA SHORT INCOME ETF 243 12343 UIE
HARMONY GOLD MNG LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 619 12318 ADR
PROSHARES ULTRA MIDCAP 400 ETF 176 12267 UIE
DUKE ENERGY CORP NEW 104 12189 COM
PROSHARES ULTRA RUSSELL 2000 ETF 258 12131 UIE
CAESARS ENTMT INC NEW 500 11695 COM
APPLIED MATLS INC 45 11564 COM
PROSHARES S&P 500 DIV ARISTOCRAT ETF 109 11343 UIE
ISHARES AI INVATN AND TEC ACT ETF 334 11154 UIE
ISHARES CORE S&P US VALUE ETF 108 11074 UIE
VERTIV HLDGS CO CLASS CLASS A 68 11019 COM
BANK OF AMERICA CORP 199 10945 COM
GENERAL DYNAMICS CORP 32 10931 COM
DISNEY WALT CO 95 10817 COM
HERSHEY CO 57 10372 COM
AT&T INC 400 9936 COM
ISHARES CORE S&P MID CAPETF 150 9900 UIE
FIRST HORIZON 6.5 PFDPFD SER E 400 9672 PRE
ISHARES US HOME CONSTRUCT ETF 100 9630 UIE
GILDAN ACTIVEWEAR INC FCLASS CLASS A 153 9556 FGC
MONDELEZ INTL INC CLASS A 169 9097 COM
STATE STRT CONS DSRY SLTSE SP ETF IV 76 9075 UIE
ISHARES CORE MSCI EMERGING ETF 135 9074 UIE
GRAYSCALE BITCOIN TRUST ETF 129 8818 UIE
NORTHROP GRUMMAN CORP 15 8697 COM
OCCIDENTAL PETE CORP 210 8666 COM
SCHWAB US LARGE CAP VALUE ETF 288 8527 UIE
INVESCO S&PINVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 500 EQUAL 108 8477 UIE
VANGUARD TOTAL BOND MARKET ETF 113 8369 UIE
VERIZON COMMUNICATIONS I 200 8146 COM
TERADYNE INC 42 8129 COM
ISHARES RUSSELL 2000 VALUE ETF 44 7997 UIE
ISHARES S&P 100 ETF 22 7697 UIE
BLACKROCK ESG CPTL ALCTN 500 7690 CEM
ST STRET SPDR PRTFL MRTGBCKD ETF IV 341 7643 UIE
ISHARES IBOXX HIGH YIELDBOND ETF 94 7579 UIE
MP MATLS CORP CLASS CLASS A 150 7578 COM
GE HEALTHCARE TECHNOLOGI 92 7545 COM
ISHARES SELECT DIVIDEND ETF 53 7480 UIE
ISHARES MBS ETF 78 7427 UIE
CVS HEALTH CORP 91 7221 COM
VANGUARD INDUSTRIALS ETF 24 7161 UIE
TEXAS INSTRS INC 41 7113 COM
CAPITAL ONE FINL CORP 29 7028 COM
JPMORGAN ACTIVE VALUE ETF 95 6858 UIE
NXP SEMICONDUCTORS N V F 31 6728 FGO
CHARLES SCHWAB CORP 67 6693 COM
THE CIGNA GROUP 24 6605 COM
ELECTRONIC ARTS INC 30 6307 COM
AMERICAN EXPRESS CO 17 6292 COM
BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS 172 5973 ADR
CARRIER GLOBAL CORP 110 5812 COM
RAYMOND JAMES FINL INC 36 5781 COM
ANALOG DEVICES INC 21 5695 COM
MORGAN STANLEY 31 5503 COM
ISHARES CHINA LARGE CAP ETF 143 5500 UIE
EATON CORP PLC F 17 5414 FGO
SIRIUSXM HLDGS INC EQUITCLASS EQUITY 270 5398 COM
KKR & CO INC 42 5354 COM
IBM CORP 18 5331 COM
D R HORTON INC 37 5329 COM
STATE STRT INDSTL SLCT SCTR SPDR ETF 34 5316 UIE
CONSTELLATION ENERGY COR 15 5299 COM
FIRST TRUST VALUE DIVIDEND INDEX ETF 113 5207 UIE
CITIGROUP INC 44 5134 COM
ARISTA NETWORKS INC 39 5110 COM
ISHARES CORE UNIVERSAL USD BOND ETF 108 5026 UIE
SPDR INDEX SHARES EMERG MARKT ETF 106 4961 UIE
UNITED PARCEL SVC INC CLASS CLASS B 50 4959 COM
INVESCO S P MIDCAP 400 REVENUE ETF 39 4931 UIE
OMNICOM GROUP INC 59 4826 COM
OTIS WORLDWIDE CORP 55 4804 COM
DELL TECHNOLOGIES INC CLASS CLASS C 38 4783 COM
AMERICAN ELEC PWR CO INC 41 4727 COM
DOMINION ENERGY INC 80 4687 COM
SOUTHWEST AIRLS CO 112 4669 COM
S & T BANCORP INC 118 4643 COM
INTEL CORP 118 4377 COM
ISHARES MSCI EAFE ETF 45 4334 UIE
PUBLIC SVC ENTERPRISE GR 53 4255 COM
F N B CORP PA 237 4052 COM
FIRST TRUST NORTH AMERICAN ENERG ETF 106 4014 UIE
ST STERT SPDR BLMBG 1 3 MN T BL ETF 43 3929 UIE
ORACLE CORP 20 3898 COM
ISHARES TR IS 1-5 YR IN GR CR BD ETF 73 3860 UIE
HUNTINGTON INGALLS INDS 11 3740 COM
STERLING INFRASTRUCTURE 12 3674 COM
FIRST TRUST CLOUD COMPUTING ETF 28 3642 UIE
ISHARES MSCI EMERGING MARKETS ETF 62 3402 UIE
EXPEDIA GROUP INC 12 3399 COM
SCHWAB US BROAD MARKET ETF 128 3363 UIE
ARK BLOCKCHAIN AND FINTECH IN ETF 70 3334 UIE
DENALI THERAPEUTICS INC 200 3302 COM
FIRST TRUST INTERNET INDEX CF ETF 12 3230 UIE
STATE STR CORP 25 3225 COM
AGNICO EAGLE MINES LTD F 19 3221 FGC
BLACKROCK INC NEW 3 3211 COM
MARVELL TECHNOLOGY INC 37 3144 COM
CARLYLE GROUP INC 51 3014 COM
AUTODESK INC 10 2960 COM
CISCO SYS INC 38 2927 COM
VANGUARD INTERMEDIATE TERM BOND ETF 37 2881 UIE
THE HARTFORD INS 6 PFDPFD SER G 115 2878 PRE
JPMORGAN CHAS 5.75 PFDPFD SER DD 115 2865 PRE
WARNER BROS DISCOVERY INTENDER OFFER EXP: 01/21/26 99 2853 COM
FS KKR CAPITAL CORP 183 2710 COM
METLIFE INC 5.625 PFDPFD SER E 114 2707 PRE
MICROCHIP TECHNOLOGY INC 40 2548 COM
QUANTA SVCS INC 6 2532 COM
ABRDN GLOBAL DYNAMIC DIV 216 2518 CEM
ANNALY CAP MGMT INC REIT 112 2504 RET
TE CONNECTIVITY PLC F 11 2502 FGO
GLOBAL X ROBOTICS ARTFCLINTLGNC ETF 66 2391 UIE
ENBRIDGE INC F 50 2391 FGC
JONES LANG LASALLE INC 7 2355 COM
WABTEC 11 2347 COM
ALPS ALERIAN MLP ETF 49 2303 UIE
AMPLIFY CYBERSECURITY ETF 28 2250 UIE
MEDTRONIC PLC F 23 2209 FGO
COPART INC 54 2114 COM
SYSCO CORP 28 2063 COM
MERCADOLIBRE INC 1 2014 COM
HONEYWELL INTL INC 10 1950 COM
ESSENTIAL UTILS INC 50 1918 COM
INVSC SP 500 EQUAL WEIGHT MATRL ETF 55 1874 UIE
CYBERLOQ TECHNOLOGIES IN 8624 1819 COM
ORIGIN MATLS INC CLASS CLASS A 8523 1804 COM
BANK OZK 35 1610 COM
LENNAR CORP CLASS A 15 1542 COM
ISHARES MSCI BRAZIL SMALL CAP ETF 110 1422 UIE
HIGH TEMPLAR TECH FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 400 1420 ADR
FIRST TRST ENHNCD SHRT MRTY ETF IV 23 1378 UIE
KRAFT HEINZ CO 56 1358 COM
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 20 1308 ADR
LEADERSHARS ALPHFCTR US CR EQ ETF 29 1307 UIE
DUTCH BROS INC CLASS A 20 1224 COM
JOHNSON CONTROLS INT F 10 1197 FGO
PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS 100 1185 ADR
FIRST EAGLE OVERSEAS EQUITY ETF 24 1178 UIE
CRONOS GROUP INC F 396 1041 FGC
VANGUARD MATERIALS ETF 5 1037 UIE
T-MOBILE US INC 5 1015 COM
GRAYSCALE BITCOIN MINI TRUST ETF 25 968 UIE
COUPANG INC CLASS CLASS A 40 943 COM
FIRST TRUST INT DUR PRF 46 857 CEM
LEADERSHRS ALPHAFCTR TACT FOCUS ETF 22 854 UIE
ORGANON & CO 98 702 COM
ISHARES 20 PLS YEAR TREASURY BND ETF 8 697 UIE
KYNDRYL HLDGS INC 23 610 COM
OMNIAB INC 323 597 COM
ADVISORSHARES PURE US CANNABIS ETF 104 490 UIE
SHOPIFY INC FCLASS A 3 482 FGC
ADOBE INC 1 349 COM
MASIMO CORP 2 260 COM
WRAP TECHNOLOGIES INC 100 238 COM
TRANSOCEAN LTD F 57 236 FGO
FAIRLEAD TACTICAL SECTORETF 7 209 UIE
MILLROSE PPTYS INC CLASS A 7 209 COM
PENTAIR PLC F 2 208 FGO
NVENT ELEC PLC F 2 203 FGO
ISHARES GLOBAL CLEAN ENERGY ETF 12 198 UIE
UNITI GROUP INC NEW 25 175 COM
OKTA INC CLASS A 2 172 COM
LUCID GROUP INC 15 158 COM
BIT ORIGIN LIMITED FCLASS A 500 86 FGO
PURE STORAGE INC CLASS CLASS A 1 67 COM
THE MAGNUM ICE CREAM C F 4 63 FGO
CANOPY GROWTH CORP F 43 49 FGC
SOLSTICE ADVANCED MATLS 1 48 COM
AMC ENTMT HLDGS INC CLASS CLASS A 21 32 COM
AMMPOWER CORP F 1500 12 FGC
FIRST REP BK SAN FRA 1600 1 COM
SENTRY PETE LTD 25 0 COM