Statistik Asas
Nilai Portfolio $ 274,856,498
Kedudukan Semasa 258
Pegangan Terkini, Prestasi, AUM (dari 13F, 13D)

Independent Wealth Network Inc. telah mendedahkan 258 jumlah pegangan dalam pemfailan SEC terkini mereka. Nilai portfolio terkini dikira sebagai $ 274,856,498 USD. Aset Sebenar Di Bawah Pengurusan (AUM) ialah nilai ini ditambah dengan tunai (yang tidak didedahkan). Pegangan teratas Independent Wealth Network Inc. ialah SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF (US:SPYG) , SPDR Series Trust - SPDR Portfolio S&P 500 ETF (US:SPLG) , Caterpillar Inc. (US:CAT) , J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF (US:JPST) , and SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF (US:SPYV) . Kedudukan baharu Independent Wealth Network Inc. termasuk First Trust Exchange-Traded Fund IV - FT Vest Investment Grade & Target Income ETF (US:LQTI) , Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF (US:QQQM) , BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF (US:XCCC) , Bondbloxx ETF Trust - Bondbloxx Private Credit CLO ETF (US:PCMM) , and WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund (US:DLN) .

Independent Wealth Network Inc. - Nilai Portfolio
Tambah Dana Ini
ke Papan Pemuka anda
Kenaikan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
0.09 1.81 0.6599 0.6599
0.03 4.21 1.5316 0.4652
0.12 11.44 4.1631 0.3940
0.02 3.08 1.1200 0.3840
0.03 10.29 3.7433 0.2512
0.01 4.69 1.7076 0.2447
0.00 0.63 0.2297 0.2297
0.02 0.62 0.2241 0.2241
0.01 0.60 0.2192 0.2192
0.01 0.59 0.2134 0.2134
Penurunan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
0.17 8.36 3.0425 -0.6548
0.01 0.35 0.1284 -0.5547
0.02 3.98 1.4495 -0.3958
0.03 4.47 1.6265 -0.3676
0.09 4.48 1.6312 -0.3429
0.00 2.36 0.8571 -0.1940
0.01 0.50 0.1823 -0.1643
0.09 3.70 1.3461 -0.1569
0.01 2.91 1.0587 -0.1500
0.11 5.28 1.9212 -0.1381
13F dan Pemfailan Dana

Borang ini telah difailkan pada 2025-07-16 untuk tempoh pelaporan 2025-06-30. Klik ikon pautan untuk melihat sejarah transaksi penuh.

Tingkatkan untuk membuka data premium dan eksport ke Excel .

28-07-2022: Nota Penting - Kami telah menukar layanan lajur Δ Portfolio % dalam jadual ini. Sebelum ini, kami melaporkannya sebagai peratus perubahan dalam peruntukan portfolio. Kini kami melaporkannya sebagai perubahan mentah dalam peruntukan portfolio (masih dilaporkan sebagai peratus). Dari segi formula, kami sebelum ini melaporkannya sebagai 100 * (peruntukan semasa - peruntukan terdahulu ) / peruntukan terdahulu. Kami kini melaporkannya sebagai (peruntukan semasa - peruntukan terdahulu).
Sekuriti Jenis Purata Harga Saham Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF 0.12 2.10 11.44 21.09 4.1631 0.3940
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.14 0.69 10.53 11.30 3.8314 0.0576
CAT / Caterpillar Inc. 0.03 -0.16 10.29 17.52 3.7433 0.2512
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.17 -9.87 8.36 -9.79 3.0425 -0.6548
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF 0.14 3.44 7.37 6.01 2.6825 -0.0917
ILTB / iShares Trust - iShares Core 10+ Year USD Bond ETF 0.11 3.48 5.28 2.29 1.9212 -0.1381
ACWI / iShares Trust - iShares MSCI ACWI ETF 0.04 0.85 5.25 11.44 1.9110 0.0309
MSFT / Microsoft Corporation 0.01 -3.42 4.69 27.98 1.7076 0.2447
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF 0.07 6.32 4.65 17.83 1.6932 0.1177
FLRT / Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF 0.09 -10.38 4.48 -9.42 1.6312 -0.3429
CVX / Chevron Corporation 0.03 4.47 4.47 -10.58 1.6265 -0.3676
NVDA / NVIDIA Corporation 0.03 8.01 4.21 57.46 1.5316 0.4652
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF 0.16 2.24 3.99 2.47 1.4519 -0.1013
AAPL / Apple Inc. 0.02 -6.77 3.98 -13.90 1.4495 -0.3958
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF 0.09 2.40 3.70 -1.83 1.3461 -0.1569
RDFI / Collaborative Investment Series Trust - Rareview Dynamic Fixed Income ETF 0.15 16.43 3.58 17.22 1.3027 0.0844
SLV / iShares Silver Trust 0.10 9.82 3.38 16.29 1.2314 0.0703
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.01 -4.05 3.31 6.06 1.2038 -0.0405
QQQ / Invesco QQQ Trust, Series 1 0.01 1.74 3.26 19.71 1.1870 0.0998
AMZN / Amazon.com, Inc. 0.01 10.52 3.12 27.46 1.1348 0.1586
PLTR / Palantir Technologies Inc. 0.02 3.28 3.08 66.83 1.1200 0.3840
GLD / SPDR Gold Trust 0.01 -9.24 2.91 -3.96 1.0587 -0.1500
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.01 8.09 2.64 27.82 0.9614 0.1366
USRT / iShares Trust - iShares Core U.S. REIT ETF 0.04 1.88 2.50 0.04 0.9101 -0.0872
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.02 -1.09 2.46 2.25 0.8950 -0.0647
PSFF / Pacer Funds Trust - Pacer Swan SOS Fund of Funds ETF 0.08 -3.03 2.39 3.51 0.8692 -0.0512
FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January 0.05 -1.45 2.37 5.70 0.8637 -0.0325
BRK.B / Berkshire Hathaway Inc. 0.00 -1.98 2.36 -10.63 0.8571 -0.1940
META / Meta Platforms, Inc. 0.00 1.79 2.35 30.36 0.8563 0.1359
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.04 3.08 2.30 2.59 0.8350 -0.0575
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF 0.02 3.12 2.29 2.56 0.8316 -0.0573
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF 0.02 0.99 2.18 1.02 0.7924 -0.0678
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 0.12 1.85 2.08 3.08 0.7560 -0.0482
V / Visa Inc. 0.01 4.03 1.97 5.40 0.7176 -0.0289
FLOT / iShares Trust - iShares Floating Rate Bond ETF 0.04 -2.08 1.93 -2.13 0.7021 -0.0844
YYY / Amplify ETF Trust - Amplify High Income ETF 0.16 2.99 1.92 5.67 0.6984 -0.0260
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.01 5.16 1.85 28.99 0.6735 0.1011
LQTI / First Trust Exchange-Traded Fund IV - FT Vest Investment Grade & Target Income ETF 0.09 1.81 0.6599 0.6599
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF 0.06 7.35 1.81 14.97 0.6594 0.0307
SPY / SPDR S&P 500 ETF 0.00 8.02 1.75 19.33 0.6358 0.0516
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF 0.10 36.30 1.73 37.09 0.6282 0.1256
ZDEK / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr December 0.06 34.68 1.59 39.56 0.5791 0.1242
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.02 8.77 1.51 9.04 0.5487 -0.0030
JPUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 0.01 0.96 1.49 3.61 0.5437 -0.0317
AWF / AllianceBernstein Global High Income Fund 0.13 0.43 1.48 3.27 0.5396 -0.0334
BRK.A / Berkshire Hathaway Inc. 0.00 0.00 1.46 -8.71 0.5303 -0.1066
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF 0.01 2.86 1.40 26.70 0.5078 0.0686
KR / The Kroger Co. 0.02 0.86 1.39 6.87 0.5040 -0.0130
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund 0.03 0.90 1.35 1.35 0.4917 -0.0401
KYN / Kayne Anderson Energy Infrastructure Fund, Inc. 0.10 -0.09 1.32 -0.90 0.4785 -0.0511
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 0.06 6.66 1.30 7.78 0.4738 -0.0081
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF 0.01 -4.02 1.27 -4.02 0.4604 -0.0654
CGUS / Capital Group Core Equity ETF 0.03 4.57 1.25 15.71 0.4531 0.0235
TSLA / Tesla, Inc. 0.00 15.30 1.23 41.28 0.4484 0.1005
SECT / Northern Lights Fund Trust IV - Main Sector Rotation ETF 0.02 -2.12 1.18 11.33 0.4292 0.0065
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF 0.01 -2.56 1.16 -2.45 0.4205 -0.0519
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 0.10 2.10 1.15 1.32 0.4181 -0.0345
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund 0.01 5.18 1.14 -4.52 0.4153 -0.0617
MSI / Motorola Solutions, Inc. 0.00 -0.62 1.14 -4.60 0.4150 -0.0618
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF 0.00 7.22 1.14 18.03 0.4145 0.0292
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF 0.01 6.78 1.11 20.76 0.4045 0.0373
DVY / iShares Trust - iShares Select Dividend ETF 0.01 0.85 1.11 -0.27 0.4036 -0.0401
ARCC / Ares Capital Corporation 0.05 -0.04 1.09 -0.91 0.3975 -0.0424
MO / Altria Group, Inc. 0.02 0.81 1.08 -1.54 0.3947 -0.0447
BA / The Boeing Company 0.01 5.41 1.07 29.59 0.3906 0.0599
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF 0.01 -0.84 1.06 19.32 0.3843 0.0311
ET / Energy Transfer LP - Limited Partnership 0.06 26.04 1.05 22.91 0.3806 0.0412
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF 0.01 -2.56 1.04 -2.25 0.3793 -0.0460
COST / Costco Wholesale Corporation 0.00 0.38 1.04 5.08 0.3766 -0.0166
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.01 7.12 1.03 5.30 0.3762 -0.0152
HD / The Home Depot, Inc. 0.00 -0.50 1.03 -0.48 0.3753 -0.0380
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF 0.01 -1.77 1.03 -0.39 0.3740 -0.0375
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 0.82 1.01 6.41 0.3683 -0.0113
IAU / iShares Gold Trust 0.02 4.99 1.00 11.02 0.3630 0.0046
SOXX / iShares Trust - iShares Semiconductor ETF 0.00 9.01 1.00 38.33 0.3625 0.0752
HON / Honeywell International Inc. 0.00 2.04 0.98 12.14 0.3565 0.0082
EFA / iShares Trust - iShares MSCI EAFE ETF 0.01 0.53 0.97 9.95 0.3540 0.0010
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 2.76 0.97 13.60 0.3527 0.0122
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 0.01 0.19 0.95 0.10 0.3474 -0.0330
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF 0.02 3.97 0.95 4.75 0.3449 -0.0161
XOM / Exxon Mobil Corporation 0.01 1.74 0.94 -7.81 0.3436 -0.0649
GOOG / Alphabet Inc. 0.00 10.76 0.88 25.93 0.3217 0.0413
CGBL / Capital Group Core Balanced ETF 0.03 18.18 0.84 27.63 0.3042 0.0428
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.03 1.93 0.80 19.05 0.2911 0.0227
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF 0.00 0.36 0.80 16.52 0.2903 0.0174
CASY / Casey's General Stores, Inc. 0.00 -2.36 0.78 14.73 0.2837 0.0127
EWA / iShares, Inc. - iShares MSCI Australia ETF 0.03 0.73 0.75 13.16 0.2724 0.0084
JSML / Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 0.01 6.41 0.75 18.07 0.2712 0.0191
CME / CME Group Inc. 0.00 -0.26 0.74 3.65 0.2687 -0.0156
FRTY / The Alger ETF Trust - Alger Mid Cap 40 ETF 0.04 11.52 0.74 34.62 0.2675 0.0496
IDV / iShares Trust - iShares International Select Dividend ETF 0.02 2.83 0.73 14.33 0.2645 0.0110
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 0.02 2.11 0.72 2.12 0.2636 -0.0193
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF 0.01 53.24 0.71 69.45 0.2584 0.0909
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF 0.01 0.43 0.71 12.20 0.2576 0.0058
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF 0.02 -2.78 0.70 2.49 0.2548 -0.0180
BUFB / Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF 0.02 -0.66 0.70 7.04 0.2547 -0.0060
NFLX / Netflix, Inc. 0.00 -0.76 0.70 42.71 0.2529 0.0583
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF 0.02 0.09 0.69 8.78 0.2525 -0.0023
WINN / Harbor ETF Trust - Harbor Long-Term Growers ETF 0.02 20.33 0.68 43.04 0.2468 0.0576
HSY / The Hershey Company 0.00 0.17 0.67 -2.75 0.2445 -0.0313
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.01 -5.09 0.66 6.41 0.2418 -0.0072
FYC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund 0.01 2.33 0.65 18.43 0.2364 0.0174
ICVT / iShares Trust - iShares Convertible Bond ETF 0.01 5.85 0.65 14.11 0.2354 0.0091
LAC / Lithium Americas Corp. 0.24 3.38 0.64 2.23 0.2333 -0.0169
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.01 4.52 0.64 4.75 0.2327 -0.0107
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.01 0.31 0.63 10.45 0.2309 0.0017
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF 0.00 0.63 0.2297 0.2297
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund 0.01 1.09 0.63 8.61 0.2297 -0.0024
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF 0.02 -1.36 0.63 0.48 0.2284 -0.0207
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF 0.01 -4.14 0.63 5.20 0.2283 -0.0097
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF 0.01 1.31 0.63 2.62 0.2280 -0.0153
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 0.01 6.59 0.63 7.20 0.2277 -0.0052
AVGO / Broadcom Inc. 0.00 -0.26 0.62 64.21 0.2271 0.0755
XCCC / BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF 0.02 0.62 0.2241 0.2241
WFC.PRL / Wells Fargo & Company - Preferred Stock 0.00 1.57 0.61 -0.65 0.2218 -0.0229
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF 0.01 0.05 0.60 -0.82 0.2200 -0.0232
PCMM / Bondbloxx ETF Trust - Bondbloxx Private Credit CLO ETF 0.01 0.60 0.2192 0.2192
VTV / Vanguard Index Funds - Vanguard Value ETF 0.00 57.25 0.60 61.29 0.2183 0.0696
JNJ / Johnson & Johnson 0.00 -5.88 0.60 -13.33 0.2178 -0.0577
WMT / Walmart Inc. 0.01 8.10 0.59 20.37 0.2151 0.0193
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF 0.01 -0.66 0.59 0.85 0.2150 -0.0187
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 0.01 -1.68 0.59 10.30 0.2145 0.0014
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund 0.01 0.59 0.2134 0.2134
CLX / The Clorox Company 0.00 0.90 0.58 -17.78 0.2106 -0.0700
KSS / Kohl's Corporation 0.07 -1.07 0.57 2.52 0.2074 -0.0143
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 0.02 0.00 0.57 12.28 0.2063 0.0045
SHW / The Sherwin-Williams Company 0.00 -0.67 0.56 -2.26 0.2049 -0.0251
RTRE / Collaborative Investment Series Trust - Rareview Total Return Bond ETF 0.02 -0.27 0.56 0.00 0.2024 -0.0196
T / AT&T Inc. 0.02 6.23 0.55 8.70 0.2005 -0.0017
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF 0.02 1.48 0.54 5.71 0.1955 -0.0074
AFL / Aflac Incorporated 0.01 -0.94 0.54 -6.14 0.1949 -0.0325
IWM / iShares Trust - iShares Russell 2000 ETF 0.00 2.57 0.53 11.02 0.1944 0.0022
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF 0.01 -0.57 0.53 8.66 0.1919 -0.0018
FSK / FS KKR Capital Corp. 0.03 -0.01 0.52 -1.13 0.1910 -0.0204
FTHI / First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF 0.02 -6.95 0.52 -2.83 0.1877 -0.0239
IVE / iShares Trust - iShares S&P 500 Value ETF 0.00 -0.08 0.51 2.62 0.1856 -0.0130
VZ / Verizon Communications Inc. 0.01 1.33 0.51 -3.42 0.1855 -0.0249
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund 0.01 -0.27 0.51 -0.20 0.1849 -0.0184
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF 0.01 -42.36 0.50 -42.28 0.1823 -0.1643
HDV / iShares Trust - iShares Core High Dividend ETF 0.00 -0.12 0.50 -3.47 0.1822 -0.0245
GOOGL / Alphabet Inc. 0.00 21.86 0.49 38.92 0.1780 0.0375
CSCO / Cisco Systems, Inc. 0.01 3.19 0.48 16.07 0.1764 0.0097
JPM / JPMorgan Chase & Co. 0.00 3.90 0.47 22.98 0.1715 0.0183
IGLD / First Trust Exchange-Traded Fund - FT Vest Gold Strategy Target Income ETF 0.02 0.75 0.47 4.44 0.1711 -0.0087
GJR / Strats Trust For Procter & Gambel Security - Preferred Security 0.00 1.50 0.46 -5.11 0.1691 -0.0263
GLOF / iShares Trust - iShares Global Equity Factor ETF 0.01 -4.55 0.46 7.26 0.1670 -0.0034
HYLS / First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF 0.01 8.44 0.46 10.41 0.1662 0.0013
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF 0.02 2.27 0.46 2.47 0.1660 -0.0116
FYX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Core AlphaDEX Fund 0.00 1.55 0.45 9.71 0.1646 0.0000
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund 0.00 -0.23 0.44 5.23 0.1614 -0.0069
BITO / ProShares Trust - ProShares Bitcoin ETF 0.02 70.04 0.44 99.55 0.1607 0.0725
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund 0.01 -0.64 0.44 1.86 0.1594 -0.0122
RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF 0.02 2.01 0.43 6.23 0.1551 -0.0049
IBB / iShares Trust - iShares Biotechnology ETF 0.00 -2.69 0.43 -3.85 0.1548 -0.0215
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF 0.01 4.86 0.42 25.30 0.1534 0.0190
ARKK / ARK ETF Trust - ARK Innovation ETF 0.01 -15.21 0.41 25.15 0.1504 0.0188
ABBV / AbbVie Inc. 0.00 4.99 0.41 -7.05 0.1491 -0.0266
RBLX / Roblox Corporation 0.00 3.90 0.41 88.02 0.1487 0.0618
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF 0.01 1.62 0.41 7.98 0.1478 -0.0023
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF 0.01 -0.05 0.40 7.16 0.1471 -0.0035
DE / Deere & Company 0.00 -4.61 0.40 3.36 0.1456 -0.0088
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF 0.01 7.79 0.40 12.86 0.1441 0.0044
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF 0.00 0.55 0.39 23.13 0.1435 0.0156
FSCO / FS Credit Opportunities Corp. 0.05 -2.60 0.39 0.26 0.1427 -0.0133
AMD / Advanced Micro Devices, Inc. 0.00 12.89 0.39 55.82 0.1415 0.0420
NYF / iShares Trust - iShares New York Muni Bond ETF 0.01 0.05 0.39 -1.03 0.1407 -0.0150
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.00 0.38 0.38 18.87 0.1378 0.0109
LLY / Eli Lilly and Company 0.00 -0.41 0.38 -5.97 0.1376 -0.0229
VDE / Vanguard World Fund - Vanguard Energy ETF 0.00 4.38 0.37 -4.10 0.1364 -0.0196
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF 0.00 0.62 0.37 1.37 0.1352 -0.0109
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 11.33 0.37 36.40 0.1350 0.0263
MA / Mastercard Incorporated 0.00 4.78 0.37 7.27 0.1345 -0.0028
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.00 -0.62 0.37 3.95 0.1340 -0.0074
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF 0.01 2.98 0.36 7.69 0.1327 -0.0025
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.01 -9.23 0.36 -10.22 0.1311 -0.0291
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.00 6.09 0.36 44.90 0.1292 0.0313
JMHI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Municipal ETF 0.01 -79.10 0.35 -79.44 0.1284 -0.5547
MCN / XAI Madison Equity Premium Income Fund 0.06 5.74 0.35 7.76 0.1265 -0.0021
ABT / Abbott Laboratories 0.00 2.06 0.34 4.89 0.1248 -0.0060
QCOM / QUALCOMM Incorporated 0.00 -1.38 0.34 2.40 0.1246 -0.0090
AMLP / ALPS ETF Trust - Alerian MLP ETF 0.01 6.60 0.33 0.30 0.1211 -0.0113
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.01 43.96 0.33 60.39 0.1211 0.0382
CNRG / SPDR Series Trust - SPDR S&P Kensho Clean Power ETF 0.01 -5.71 0.33 11.30 0.1185 0.0018
ATO / Atmos Energy Corporation 0.00 4.46 0.33 4.17 0.1183 -0.0062
PM / Philip Morris International Inc. 0.00 4.69 0.32 19.85 0.1168 0.0103
CEF / Sprott Physical Gold and Silver Trust 0.01 -4.17 0.32 1.59 0.1162 -0.0093
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.01 -5.64 0.32 2.94 0.1148 -0.0073
MRK / Merck & Co., Inc. 0.00 7.61 0.31 -4.91 0.1128 -0.0175
BCX / Blackrock Resources & Commodities Strategy Trust 0.03 3.51 0.31 4.75 0.1127 -0.0052
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 0.01 -30.41 0.31 -31.25 0.1121 -0.0669
SPGI / S&P Global Inc. 0.00 5.28 0.30 9.35 0.1109 -0.0004
ZOCT / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr October 0.01 1.79 0.30 5.19 0.1108 -0.0047
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.00 -1.20 0.30 -0.99 0.1097 -0.0118
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF 0.01 17.56 0.30 27.00 0.1096 0.0150
MUB / iShares Trust - iShares National Muni Bond ETF 0.00 19.46 0.30 18.33 0.1083 0.0080
CTVA / Corteva, Inc. 0.00 2.45 0.29 21.58 0.1067 0.0103
PSR / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Active U.S. Real Estate ETF 0.00 0.86 0.29 -0.35 0.1050 -0.0106
SYK / Stryker Corporation 0.00 2.11 0.29 8.71 0.1045 -0.0011
KO / The Coca-Cola Company 0.00 -21.58 0.29 -22.49 0.1042 -0.0432
SOFI / SoFi Technologies, Inc. 0.02 -2.49 0.29 52.94 0.1041 0.0294
TOST / Toast, Inc. 0.01 5.04 0.29 40.39 0.1038 0.0227
TMUS / T-Mobile US, Inc. 0.00 22.12 0.28 8.88 0.1029 -0.0005
GPN / Global Payments Inc. 0.00 2.51 0.28 -16.12 0.1024 -0.0316
FIIG / First Trust Intermediate Duration Investment Grade Corporate ETF 0.01 12.43 0.28 13.41 0.1018 0.0036
FFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - February 0.01 0.11 0.28 7.81 0.1005 -0.0020
UBER / Uber Technologies, Inc. 0.00 1.34 0.28 29.72 0.1003 0.0156
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock) 0.00 -9.19 0.27 -22.16 0.0998 -0.0407
XYZ / Block, Inc. 0.00 0.27 0.0969 0.0969
APH / Amphenol Corporation 0.00 0.27 0.0968 0.0968
ORCL / Oracle Corporation 0.00 0.27 0.0967 0.0967
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.01 1.96 0.26 3.54 0.0958 -0.0058
ZJAN / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr January 0.01 0.26 0.0956 0.0956
PEP / PepsiCo, Inc. 0.00 4.41 0.26 -8.16 0.0944 -0.0181
HFXI / New York Life Investments ETF Trust - NYLI FTSE International Equity Currency Neutral ETF 0.01 2.12 0.26 9.40 0.0935 -0.0002
WEC / WEC Energy Group, Inc. 0.00 8.55 0.26 3.64 0.0934 -0.0053
SDVD / First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 0.01 -2.68 0.26 0.00 0.0931 -0.0090
MDLZ / Mondelez International, Inc. 0.00 5.28 0.25 4.58 0.0916 -0.0044
JGH / Nuveen Global High Income Fund 0.02 -1.94 0.25 -3.09 0.0914 -0.0120
TXN / Texas Instruments Incorporated 0.00 -4.47 0.25 10.22 0.0904 0.0006
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.01 3.75 0.24 14.55 0.0891 0.0040
DVN / Devon Energy Corporation 0.01 18.83 0.24 0.83 0.0890 -0.0075
TSCO / Tractor Supply Company 0.00 5.10 0.24 0.84 0.0875 -0.0078
CTAS / Cintas Corporation 0.00 4.77 0.24 13.74 0.0873 0.0031
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 0.00 0.24 0.0873 0.0873
ENB / Enbridge Inc. 0.01 0.73 0.24 3.04 0.0865 -0.0055
MCD / McDonald's Corporation 0.00 7.88 0.24 1.29 0.0859 -0.0074
TT / Trane Technologies plc 0.00 0.23 0.0851 0.0851
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF 0.00 3.44 0.23 4.02 0.0850 -0.0045
MMM / 3M Company 0.00 -14.87 0.23 -11.79 0.0847 -0.0205
INTU / Intuit Inc. 0.00 0.23 0.0837 0.0837
FAST / Fastenal Company 0.01 109.74 0.23 13.43 0.0832 0.0029
WFC / Wells Fargo & Company 0.00 1.94 0.23 13.50 0.0829 0.0030
RSG / Republic Services, Inc. 0.00 1.10 0.23 2.71 0.0828 -0.0054
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF 0.00 -3.96 0.22 -2.18 0.0816 -0.0098
BUFZ / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Moderate Buffer ETF 0.01 0.22 0.0811 0.0811
INTC / Intel Corporation 0.01 5.19 0.22 3.74 0.0809 -0.0046
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF 0.00 -0.07 0.22 2.31 0.0806 -0.0059
UEC / Uranium Energy Corp. 0.03 0.05 0.21 42.67 0.0780 0.0179
ADP / Automatic Data Processing, Inc. 0.00 4.83 0.21 5.94 0.0779 -0.0028
PSX / Phillips 66 0.00 -3.12 0.21 -6.22 0.0769 -0.0131
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF 0.00 -27.50 0.21 -18.53 0.0769 -0.0266
BR / Broadridge Financial Solutions, Inc. 0.00 3.37 0.21 3.48 0.0759 -0.0044
FTRI / First Trust Exchange-Traded Fund II - First Trust Indxx Global Natural Resources Income ETF 0.01 -3.70 0.21 3.48 0.0758 -0.0045
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.00 0.21 0.0757 0.0757
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund 0.00 0.21 0.0751 0.0751
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF 0.00 0.20 0.0732 0.0732
APP / AppLovin Corporation 0.00 0.20 0.0730 0.0730
JRS / Nuveen Real Estate Income Fund 0.02 15.80 0.17 9.80 0.0611 -0.0002
RIVN / Rivian Automotive, Inc. 0.01 6.87 0.17 17.61 0.0610 0.0043
GRNT / Granite Ridge Resources, Inc. 0.02 5.46 0.13 9.84 0.0490 0.0004
WBA / Walgreens Boots Alliance, Inc. 0.01 -21.51 0.13 -19.62 0.0465 -0.0167
F / Ford Motor Company 0.01 0.13 0.0461 0.0461
FOF / Cohen & Steers Closed-End Opportunity Fund, Inc. 0.01 -1.12 0.13 3.28 0.0461 -0.0028
DNP / DNP Select Income Fund Inc. 0.01 0.00 0.11 -0.88 0.0410 -0.0044
BGS / B&G Foods, Inc. 0.02 34.32 0.09 -17.43 0.0329 -0.0107
AKBA / Akebia Therapeutics, Inc. 0.01 0.00 0.05 95.83 0.0172 0.0073
BTG / B2Gold Corp. 0.01 0.00 0.04 28.57 0.0131 0.0018
NAK / Northern Dynasty Minerals Ltd. 0.02 -0.38 0.02 16.67 0.0077 0.0004
UNH / UnitedHealth Group Incorporated 0.00 -100.00 0.00 0.0000
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF 0.00 -100.00 0.00 0.0000
QDPL / Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 0.00 -100.00 0.00 0.0000
SNA / Snap-on Incorporated 0.00 -100.00 0.00 0.0000
WTBA / West Bancorporation, Inc. 0.00 -100.00 0.00 0.0000