Statistik Asas
Nilai Portfolio $ 256,950,297
Kedudukan Semasa 219
Pegangan Terkini, Prestasi, AUM (dari 13F, 13D)

Wealth Management Associates, Inc. telah mendedahkan 219 jumlah pegangan dalam pemfailan SEC terkini mereka. Nilai portfolio terkini dikira sebagai $ 256,950,297 USD. Aset Sebenar Di Bawah Pengurusan (AUM) ialah nilai ini ditambah dengan tunai (yang tidak didedahkan). Pegangan teratas Wealth Management Associates, Inc. ialah Apple Inc. (US:AAPL) , iShares Trust - iShares 20+ Year Treasury Bond ETF (US:TLT) , iShares Trust - iShares Core S&P 500 ETF (US:IVV) , Microsoft Corporation (US:MSFT) , and NVIDIA Corporation (US:NVDA) . Kedudukan baharu Wealth Management Associates, Inc. termasuk Global X Funds - Global X Artificial Intelligence & Technology ETF (US:AIQ) , Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF (US:SPMO) , First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF (US:CIBR) , Tidal Trust II - YieldMaxTM MSTR Option Income Strategy ETF (US:MSTY) , and CME Group Inc. (US:CME) .

Wealth Management Associates, 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 %
0.07 2.85 1.1104 1.1104
0.06 8.72 3.3943 0.8478
0.05 6.75 2.6287 0.8474
0.02 10.41 4.0532 0.6651
0.01 1.29 0.5024 0.5024
0.01 4.15 1.6150 0.4831
0.01 2.86 1.1122 0.3719
0.00 2.43 0.9449 0.2695
0.06 0.51 0.1981 0.1981
0.01 1.49 0.5801 0.1635
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 %
0.10 2.96 1.1517 -1.5877
0.06 13.24 5.1544 -1.1214
0.14 12.23 4.7589 -0.5812
0.03 2.82 1.0987 -0.2500
0.06 7.66 2.9798 -0.2360
0.00 0.23 0.0888 -0.2035
0.00 2.90 1.1272 -0.1793
0.01 1.20 0.4689 -0.1613
0.04 5.74 2.2335 -0.1455
0.01 1.46 0.5693 -0.1237
13F dan Pemfailan Dana

Borang ini telah difailkan pada 2025-08-04 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
(%)
AAPL / Apple Inc. 0.06 -2.09 13.24 -9.56 5.1544 -1.1214
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF 0.14 1.22 12.23 -1.88 4.7589 -0.5812
IVV / iShares Trust - iShares Core S&P 500 ETF 0.02 0.24 11.72 10.77 4.5604 0.0271
MSFT / Microsoft Corporation 0.02 -0.58 10.41 31.72 4.0532 0.6651
NVDA / NVIDIA Corporation 0.06 0.68 8.72 46.77 3.3943 0.8478
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.03 4.13 8.58 15.14 3.3409 0.1461
DVY / iShares Trust - iShares Select Dividend ETF 0.06 3.17 7.66 2.03 2.9798 -0.2360
PLTR / Palantir Technologies Inc. 0.05 0.61 6.75 62.51 2.6287 0.8474
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.04 0.00 5.74 3.37 2.2335 -0.1455
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund 0.06 -6.36 5.15 14.70 2.0041 0.0803
IDV / iShares Trust - iShares International Select Dividend ETF 0.15 5.00 5.13 16.82 1.9952 0.1145
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.04 2.58 5.03 13.53 1.9564 0.0589
KMI / Kinder Morgan, Inc. 0.16 0.26 4.63 3.30 1.8014 -0.1185
GLD / SPDR Gold Trust 0.01 -2.79 4.42 2.84 1.7192 -0.1216
AXON / Axon Enterprise, Inc. 0.01 -0.20 4.15 57.10 1.6150 0.4831
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.03 3.91 3.27 4.21 1.2719 -0.0721
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF 0.08 3.47 3.15 4.61 1.2277 -0.0644
T / AT&T Inc. 0.10 -54.76 2.96 -53.71 1.1517 -1.5877
LLY / Eli Lilly and Company 0.00 0.65 2.90 -4.99 1.1272 -0.1793
AVGO / Broadcom Inc. 0.01 0.48 2.86 65.43 1.1122 0.3719
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF 0.07 2.85 1.1104 1.1104
XOM / Exxon Mobil Corporation 0.03 -1.03 2.82 -10.30 1.0987 -0.2500
AMZN / Amazon.com, Inc. 0.01 0.36 2.78 15.72 1.0830 0.0525
GOOGL / Alphabet Inc. 0.02 0.31 2.77 14.32 1.0780 0.0396
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF 0.03 3.16 2.61 4.20 1.0141 -0.0576
HDV / iShares Trust - iShares Core High Dividend ETF 0.02 5.08 2.54 1.64 0.9899 -0.0824
JPM / JPMorgan Chase & Co. 0.01 7.01 2.53 26.47 0.9857 0.1275
CRWD / CrowdStrike Holdings, Inc. 0.00 6.64 2.43 54.00 0.9449 0.2695
PEG / Public Service Enterprise Group Incorporated 0.03 -2.25 2.16 0.00 0.8415 -0.0852
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 -0.15 2.14 22.11 0.8341 0.0820
PHYS / Sprott Physical Gold Trust 0.08 3.11 2.04 8.62 0.7951 -0.0108
IBIT / iShares Bitcoin Trust ETF 0.03 0.00 1.97 30.79 0.7672 0.1212
QQQ / Invesco QQQ Trust, Series 1 0.00 -1.71 1.90 15.61 0.7409 0.0354
VZ / Verizon Communications Inc. 0.04 1.09 1.85 -3.60 0.7195 -0.1021
GOOGL / Alphabet Inc. 0.01 -0.38 1.83 13.09 0.7129 0.0189
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF 0.02 -1.69 1.75 15.70 0.6800 0.0328
BAC / Bank of America Corporation 0.03 -0.37 1.64 12.91 0.6366 0.0161
JNJ / Johnson & Johnson 0.01 0.06 1.52 -7.86 0.5930 -0.1155
IBM / International Business Machines Corporation 0.01 0.22 1.50 18.81 0.5850 0.0428
GE / General Electric Company 0.01 19.23 1.49 53.29 0.5801 0.1635
GJR / Strats Trust For Procter & Gambel Security - Preferred Security 0.01 -3.24 1.46 -9.59 0.5693 -0.1237
WMT / Walmart Inc. 0.01 -3.15 1.36 7.87 0.5282 -0.0110
PFE / Pfizer Inc. 0.06 2.03 1.35 -2.38 0.5267 -0.0675
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 0.01 1.29 0.5024 0.5024
VFH / Vanguard World Fund - Vanguard Financials ETF 0.01 0.21 1.24 6.80 0.4827 -0.0151
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.01 5.00 1.22 5.26 0.4750 -0.0220
ABBV / AbbVie Inc. 0.01 -7.52 1.20 -18.10 0.4689 -0.1613
SOUN / SoundHound AI, Inc. 0.11 -3.08 1.20 28.02 0.4661 0.0654
V / Visa Inc. 0.00 7.36 1.16 8.83 0.4512 -0.0055
MA / Mastercard Incorporated 0.00 0.00 1.15 2.49 0.4482 -0.0332
IGEB / iShares Trust - iShares Investment Grade Systematic Bond ETF 0.02 2.06 1.12 3.04 0.4356 -0.0299
IAU / iShares Gold Trust 0.02 -2.78 1.11 2.87 0.4334 -0.0307
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF 0.01 -0.54 1.08 10.40 0.4216 0.0012
MCD / McDonald's Corporation 0.00 -0.25 1.06 -6.69 0.4128 -0.0744
CVX / Chevron Corporation 0.01 0.01 1.05 -14.44 0.4086 -0.1170
FLBL / Franklin Templeton ETF Trust - Franklin Senior Loan ETF 0.04 -10.91 1.03 -10.32 0.4026 -0.0917
CMCSA / Comcast Corporation 0.03 0.00 0.95 -3.34 0.3715 -0.0514
APLD / Applied Digital Corporation 0.09 -1.15 0.95 77.28 0.3706 0.1402
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF 0.02 -1.25 0.90 -1.21 0.3504 -0.0401
MRK / Merck & Co., Inc. 0.01 -0.84 0.89 -12.56 0.3470 -0.0899
HD / The Home Depot, Inc. 0.00 0.00 0.87 0.00 0.3377 -0.0340
IYF / iShares Trust - iShares U.S. Financials ETF 0.01 2.90 0.84 10.37 0.3273 0.0007
TTD / The Trade Desk, Inc. 0.01 -5.98 0.82 23.82 0.3176 0.0349
CSCO / Cisco Systems, Inc. 0.01 -1.50 0.79 10.80 0.3075 0.0018
COST / Costco Wholesale Corporation 0.00 0.00 0.79 4.67 0.3058 -0.0158
COP / ConocoPhillips 0.01 44.08 0.78 22.99 0.3043 0.0321
DUK / Duke Energy Corporation 0.01 -2.98 0.77 -6.11 0.2991 -0.0518
IDU / iShares Trust - iShares U.S. Utilities ETF 0.01 6.10 0.76 9.51 0.2958 -0.0019
DOCU / DocuSign, Inc. 0.01 -0.56 0.76 -4.89 0.2957 -0.0465
DGRO / iShares Trust - iShares Core Dividend Growth ETF 0.01 0.03 0.74 3.51 0.2871 -0.0183
LNKB / LINKBANCORP, Inc. 0.10 0.00 0.72 7.90 0.2818 -0.0060
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF 0.02 -25.59 0.70 -11.35 0.2708 -0.0653
TXN / Texas Instruments Incorporated 0.00 -4.48 0.69 10.33 0.2703 0.0005
CEG / Constellation Energy Corporation 0.00 4.95 0.68 68.06 0.2663 0.0918
RKT / Rocket Companies, Inc. 0.05 0.63 0.68 18.34 0.2663 0.0183
ADBE / Adobe Inc. 0.00 5.70 0.68 6.74 0.2651 -0.0087
CAH / Cardinal Health, Inc. 0.00 -1.84 0.67 19.79 0.2615 0.0209
GEV / GE Vernova Inc. 0.00 22.91 0.66 113.23 0.2575 0.1244
DIS / The Walt Disney Company 0.01 8.36 0.66 36.02 0.2560 0.0489
SPY / SPDR S&P 500 ETF 0.00 6.21 0.65 17.20 0.2549 0.0156
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund 0.01 1.89 0.65 6.78 0.2517 -0.0077
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 -16.40 0.64 -7.48 0.2502 -0.0479
ETN / Eaton Corporation plc 0.00 0.06 0.64 31.61 0.2481 0.0403
TJX / The TJX Companies, Inc. 0.01 1.30 0.63 2.80 0.2433 -0.0175
C / Citigroup Inc. 0.01 -0.69 0.59 19.07 0.2287 0.0172
IXC / iShares Trust - iShares Global Energy ETF 0.01 0.69 0.57 -5.92 0.2226 -0.0381
COR / Cencora, Inc. 0.00 -0.32 0.57 7.40 0.2205 -0.0054
ADP / Automatic Data Processing, Inc. 0.00 0.00 0.56 0.90 0.2174 -0.0198
VHT / Vanguard World Fund - Vanguard Health Care ETF 0.00 -1.95 0.55 -8.05 0.2137 -0.0422
KR / The Kroger Co. 0.01 0.01 0.54 6.09 0.2102 -0.0082
RDFN / Redfin Corporation 0.05 -0.10 0.54 21.44 0.2095 0.0194
NOW / ServiceNow, Inc. 0.00 16.85 0.53 50.85 0.2081 0.0562
WMB / The Williams Companies, Inc. 0.01 -3.83 0.52 0.97 0.2027 -0.0181
CAT / Caterpillar Inc. 0.00 4.12 0.52 22.64 0.2025 0.0206
VLO / Valero Energy Corporation 0.00 -7.16 0.51 -5.51 0.2001 -0.0331
ABT / Abbott Laboratories 0.00 9.63 0.51 12.33 0.1989 0.0040
TDOC / Teladoc Health, Inc. 0.06 0.51 0.1981 0.1981
UNP / Union Pacific Corporation 0.00 0.00 0.49 -2.61 0.1892 -0.0247
PGR / The Progressive Corporation 0.00 0.00 0.48 -5.68 0.1878 -0.0315
LOW / Lowe's Companies, Inc. 0.00 0.00 0.48 -4.79 0.1857 -0.0292
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.01 0.00 0.48 6.50 0.1849 -0.0067
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund 0.01 0.29 0.47 0.22 0.1813 -0.0178
PANW / Palo Alto Networks, Inc. 0.00 0.00 0.46 19.90 0.1808 0.0148
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF 0.01 -0.35 0.46 4.51 0.1803 -0.0096
ISRG / Intuitive Surgical, Inc. 0.00 0.00 0.46 9.79 0.1793 -0.0006
MELI / MercadoLibre, Inc. 0.00 0.00 0.46 33.82 0.1790 0.0319
SNPS / Synopsys, Inc. 0.00 0.00 0.46 19.53 0.1790 0.0141
TRGP / Targa Resources Corp. 0.00 0.00 0.45 -13.24 0.1762 -0.0472
SO / The Southern Company 0.00 2.71 0.45 2.73 0.1759 -0.0129
R / Ryder System, Inc. 0.00 0.00 0.45 10.54 0.1757 0.0007
INTU / Intuit Inc. 0.00 1.60 0.45 30.14 0.1750 0.0272
QCOM / QUALCOMM Incorporated 0.00 -13.46 0.45 -10.38 0.1749 -0.0398
TSLA / Tesla, Inc. 0.00 8.33 0.45 32.74 0.1737 0.0297
WFC / Wells Fargo & Company 0.01 0.00 0.44 11.59 0.1725 0.0023
PYPL / PayPal Holdings, Inc. 0.01 -1.00 0.44 12.56 0.1712 0.0040
META / Meta Platforms, Inc. 0.00 8.06 0.44 38.54 0.1694 0.0347
ANET / Arista Networks Inc 0.00 -0.48 0.43 31.38 0.1664 0.0270
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF 0.01 0.15 0.42 11.05 0.1643 0.0012
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 0.01 5.67 0.42 2.94 0.1637 -0.0113
TT / Trane Technologies plc 0.00 0.00 0.42 30.00 0.1621 0.0246
OKE / ONEOK, Inc. 0.01 0.49 0.42 -17.33 0.1615 -0.0536
SYY / Sysco Corporation 0.01 0.00 0.41 0.98 0.1611 -0.0147
SYF / Synchrony Financial 0.01 0.00 0.41 26.30 0.1608 0.0203
BKNG / Booking Holdings Inc. 0.00 9.23 0.41 37.46 0.1600 0.0316
ELV / Elevance Health, Inc. 0.00 0.00 0.41 -10.70 0.1594 -0.0369
NEE / NextEra Energy, Inc. 0.01 9.44 0.41 7.12 0.1582 -0.0044
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF 0.00 -25.14 0.40 -21.48 0.1565 -0.0629
TD / The Toronto-Dominion Bank 0.01 0.44 0.40 23.38 0.1561 0.0164
FDX / FedEx Corporation 0.00 0.06 0.39 -6.67 0.1526 -0.0276
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.00 0.00 0.39 7.10 0.1526 -0.0045
BRK.B / Berkshire Hathaway Inc. 0.00 0.00 0.39 -8.73 0.1509 -0.0313
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF 0.01 0.05 0.38 -6.42 0.1479 -0.0260
KO / The Coca-Cola Company 0.01 -9.64 0.38 -10.82 0.1479 -0.0345
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF 0.01 0.00 0.37 0.00 0.1446 -0.0146
ORLY / O'Reilly Automotive, Inc. 0.00 1,679.22 0.37 12.12 0.1442 0.0024
BBIO / BridgeBio Pharma, Inc. 0.01 -5.35 0.37 18.39 0.1428 0.0098
LNG / Cheniere Energy, Inc. 0.00 0.14 0.36 5.57 0.1402 -0.0063
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund 0.01 7.30 0.35 8.59 0.1379 -0.0019
TKO / TKO Group Holdings, Inc. 0.00 0.00 0.35 18.92 0.1372 0.0103
IWV / iShares Trust - iShares Russell 3000 ETF 0.00 0.00 0.35 10.73 0.1366 0.0005
ANSS / ANSYS, Inc. 0.00 0.00 0.35 11.11 0.1364 0.0010
ACN / Accenture plc 0.00 16.11 0.34 11.11 0.1325 0.0013
FI / Fiserv, Inc. 0.00 -0.10 0.34 -22.09 0.1307 -0.0538
SLV / iShares Silver Trust 0.01 0.00 0.33 6.07 0.1293 -0.0052
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF 0.01 0.13 0.33 0.31 0.1280 -0.0125
MO / Altria Group, Inc. 0.01 44.61 0.32 41.48 0.1264 0.0279
ABUS / Arbutus Biopharma Corporation 0.10 8.82 0.32 -3.57 0.1262 -0.0180
KKR / KKR & Co. Inc. 0.00 21.59 0.32 39.83 0.1260 0.0268
TGT / Target Corporation 0.00 -1.50 0.32 -6.92 0.1259 -0.0230
VGRSX / Vanguard REIT Index Fund 0.00 0.00 0.32 5.26 0.1249 -0.0055
NXJ / Nuveen New Jersey Quality Municipal Income Fund 0.03 0.00 0.32 -3.61 0.1249 -0.0177
PPL / PPL Corporation 0.01 0.04 0.31 -6.02 0.1216 -0.0210
WM / Waste Management, Inc. 0.00 0.00 0.31 -1.27 0.1214 -0.0138
THG / The Hanover Insurance Group, Inc. 0.00 0.00 0.31 -2.53 0.1201 -0.0153
VRT / Vertiv Holdings Co 0.00 0.31 0.1195 0.1195
LMT / Lockheed Martin Corporation 0.00 5.24 0.31 9.25 0.1195 -0.0011
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF 0.01 -13.97 0.30 -13.64 0.1186 -0.0323
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF 0.00 0.00 0.30 7.42 0.1185 -0.0028
MCK / McKesson Corporation 0.00 0.00 0.30 9.09 0.1168 -0.0013
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF 0.00 0.30 0.1162 0.1162
ARGX / argenx SE - Depositary Receipt (Common Stock) 0.00 18.98 0.30 10.82 0.1156 0.0007
AMAT / Applied Materials, Inc. 0.00 5.48 0.30 33.33 0.1153 0.0199
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF 0.00 0.00 0.30 1.37 0.1151 -0.0099
HON / Honeywell International Inc. 0.00 4.19 0.30 14.79 0.1149 0.0044
AMT / American Tower Corporation 0.00 0.15 0.30 1.72 0.1149 -0.0094
BBY / Best Buy Co., Inc. 0.00 0.00 0.29 -8.75 0.1136 -0.0236
EPD / Enterprise Products Partners L.P. - Limited Partnership 0.01 -19.11 0.28 -26.61 0.1108 -0.0553
CB / Chubb Limited 0.00 0.00 0.28 -4.05 0.1107 -0.0164
NAD / Nuveen Quality Municipal Income Fund 0.03 0.00 0.28 -2.08 0.1100 -0.0136
ADI / Analog Devices, Inc. 0.00 0.00 0.28 17.99 0.1100 0.0074
O / Realty Income Corporation 0.00 4.26 0.28 3.31 0.1096 -0.0070
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF 0.00 0.00 0.28 2.56 0.1091 -0.0082
CMG / Chipotle Mexican Grill, Inc. 0.00 0.00 0.28 11.60 0.1089 0.0017
PM / Philip Morris International Inc. 0.00 0.07 0.28 14.88 0.1085 0.0044
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF 0.00 -21.51 0.28 -21.31 0.1078 -0.0434
LVS / Las Vegas Sands Corp. 0.01 0.59 0.28 13.17 0.1074 0.0030
EXC / Exelon Corporation 0.01 -6.64 0.27 -12.18 0.1068 -0.0269
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF 0.00 3.36 0.27 12.50 0.1054 0.0021
UPST / Upstart Holdings, Inc. 0.00 0.27 0.1050 0.1050
MS / Morgan Stanley 0.00 0.05 0.27 20.36 0.1039 0.0092
PNC / The PNC Financial Services Group, Inc. 0.00 0.00 0.26 6.15 0.1008 -0.0039
GILD / Gilead Sciences, Inc. 0.00 0.26 0.0992 0.0992
VKTX / Viking Therapeutics, Inc. 0.01 -4.31 0.25 5.00 0.0984 -0.0048
COWG / Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF 0.01 5.88 0.25 20.57 0.0984 0.0087
RTX / RTX Corporation 0.00 0.00 0.25 10.53 0.0981 0.0001
PH / Parker-Hannifin Corporation 0.00 -2.17 0.25 12.56 0.0979 0.0020
VIK / Viking Holdings Ltd 0.00 0.25 0.0973 0.0973
DVN / Devon Energy Corporation 0.01 0.25 0.0966 0.0966
LHX / L3Harris Technologies, Inc. 0.00 0.10 0.25 19.90 0.0964 0.0078
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund 0.00 14.88 0.24 4.31 0.0943 -0.0053
AMGN / Amgen Inc. 0.00 0.12 0.24 -10.61 0.0921 -0.0210
MMC / Marsh & McLennan Companies, Inc. 0.00 -13.02 0.24 -22.11 0.0921 -0.0380
MSTY / Tidal Trust II - YieldMaxTM MSTR Option Income Strategy ETF 0.01 0.23 0.0912 0.0912
PEP / PepsiCo, Inc. 0.00 -1.56 0.23 -13.06 0.0907 -0.0245
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund 0.00 0.23 0.0899 0.0899
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF 0.00 3.26 0.23 10.63 0.0895 0.0007
BMY / Bristol-Myers Squibb Company 0.00 0.14 0.23 -24.00 0.0888 -0.0398
UNH / UnitedHealth Group Incorporated 0.00 -43.86 0.23 -66.52 0.0888 -0.2035
BK / The Bank of New York Mellon Corporation 0.00 0.00 0.23 8.61 0.0886 -0.0012
IFRA / iShares Trust - iShares U.S. Infrastructure ETF 0.00 0.00 0.23 9.22 0.0876 -0.0008
SHV / iShares Trust - iShares Short Treasury Bond ETF 0.00 0.00 0.22 0.00 0.0859 -0.0087
LGOV / First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF 0.01 -7.00 0.22 -7.26 0.0847 -0.0160
OUNZ / VanEck Merk Gold ETF 0.01 0.00 0.22 5.91 0.0838 -0.0034
SCCO / Southern Copper Corporation 0.00 0.21 0.0817 0.0817
CME / CME Group Inc. 0.00 0.21 0.0804 0.0804
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.00 0.21 0.0799 0.0799
PODD / Insulet Corporation 0.00 -33.30 0.21 -20.23 0.0798 -0.0303
BLK / BlackRock, Inc. 0.00 0.20 0.0780 0.0780
SGMO / Sangamo Therapeutics, Inc. 0.31 34.76 0.17 11.41 0.0648 0.0007
NVG / Nuveen AMT-Free Municipal Credit Income Fund 0.01 -2.05 0.16 -5.75 0.0640 -0.0107
BDJ / BlackRock Enhanced Equity Dividend Trust 0.02 -2.70 0.16 0.63 0.0622 -0.0059
NUW / Nuveen AMT-Free Municipal Value Fund 0.01 0.18 0.15 0.00 0.0577 -0.0060
F / Ford Motor Company 0.01 -8.68 0.15 -1.35 0.0572 -0.0066
WBD / Warner Bros. Discovery, Inc. 0.01 -4.31 0.15 2.10 0.0569 -0.0044
NEA / Nuveen AMT-Free Quality Municipal Income Fund 0.01 -8.54 0.14 -11.18 0.0528 -0.0124
NUV / Nuveen Municipal Value Fund, Inc. 0.01 -2.26 0.13 -3.10 0.0487 -0.0067
WRN / Western Copper and Gold Corporation 0.06 42.79 0.08 58.00 0.0308 0.0092
QSI / Quantum-Si incorporated 0.03 0.00 0.05 62.50 0.0206 0.0067
TLRY / Tilray Brands, Inc. 0.03 0.00 0.01 -38.89 0.0047 -0.0035
POWL / Powell Industries, Inc. 0.00 -100.00 0.00 0.0000
TREX / Trex Company, Inc. 0.00 -100.00 0.00 0.0000
CSGP / CoStar Group, Inc. 0.00 -100.00 0.00 0.0000
EOG / EOG Resources, Inc. 0.00 -100.00 0.00 0.0000
SKX / Skechers U.S.A., Inc. 0.00 -100.00 0.00 0.0000
GIS / General Mills, Inc. 0.00 -100.00 0.00 0.0000
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF 0.00 -100.00 0.00 0.0000
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.00 -100.00 0.00 0.0000