Mga Batayang Estadistika
Nilai Portofolio $ 957,633,000
Posisi Saat Ini 183
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Heartwood Wealth Advisors LLC telah mengungkapkan total kepemilikan 183 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 957,633,000 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Heartwood Wealth Advisors LLC adalah Vanguard Index Funds - Vanguard Large-Cap ETF (US:VV) , Vanguard Index Funds - Vanguard Small-Cap ETF (US:VB) , Vanguard Tax Managed Funds - Vanguard Developed Markets Index Admiral (US:VTMGX) , Schwab Strategic Trust - Schwab Emerging Markets Equity ETF (US:SCHE) , and VanEck ETF Trust - VanEck Junior Gold Miners ETF (US:GDXJ) . Posisi baru Heartwood Wealth Advisors LLC meliputi: Invesco Exchange-Traded Fund Trust II - Invesco KBW Premium Yield Equity REIT ETF (US:KBWY) , Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF (US:XSHD) , Howmet Aerospace Inc. (US:HWM) , Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF (US:SCHM) , and Schwab Strategic Trust - Schwab 1000 Index ETF (US:SCHK) .

Heartwood Wealth Advisors LLC - Nilai Portofolio
Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.63 24.59 2.5675 0.9280
0.65 43.90 4.5842 0.3678
0.35 100.48 10.4922 0.2666
0.55 19.90 2.0777 0.2330
0.11 1.71 0.1785 0.1785
0.12 1.64 0.1712 0.1712
0.89 50.51 5.2749 0.1675
0.01 4.46 0.4653 0.1289
0.04 17.45 1.8217 0.1222
0.06 1.46 0.1526 0.1091
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.71 34.02 3.5528 -0.3642
0.26 25.30 2.6420 -0.2453
0.39 19.27 2.0122 -0.2388
0.84 24.48 2.5560 -0.2377
0.04 1.75 0.1823 -0.1855
0.75 19.11 1.9955 -0.1784
0.15 16.86 1.7605 -0.1722
0.11 19.84 2.0714 -0.1661
0.22 16.73 1.7466 -0.1417
0.22 21.55 2.2502 -0.1313
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-07-08 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik Harga Saham Rata-rata Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.35 1.04 100.48 12.15 10.4922 0.2666
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.35 1.41 81.99 8.37 8.5614 -0.0734
VTMGX / Vanguard Tax Managed Funds - Vanguard Developed Markets Index Admiral 0.89 0.65 50.51 12.89 5.2749 0.1675
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 1.53 0.44 46.13 9.80 4.8174 0.0220
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF 0.65 0.57 43.90 18.84 4.5842 0.3678
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF 0.14 0.22 39.46 10.87 4.1205 0.0584
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.14 0.63 38.22 8.88 3.9907 -0.0153
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.26 2.36 34.85 5.82 3.6389 -0.1199
RDIV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 0.71 1.15 34.02 -0.86 3.5528 -0.3642
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.26 -0.27 25.30 0.02 2.6420 -0.2453
URA / Global X Funds - Global X Uranium ETF 0.63 1.09 24.59 71.18 2.5675 0.9280
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF 0.84 -0.17 24.48 0.00 2.5560 -0.2377
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF 0.17 1.40 22.40 8.35 2.3391 -0.0204
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF 0.22 1.19 21.55 3.27 2.2502 -0.1313
GTEK / Goldman Sachs ETF Trust - Goldman Sachs Future Tech Leaders Equity ETF 0.55 1.27 19.90 23.11 2.0777 0.2330
VIVA.X / Vanguard Index Funds - Vanguard Value ETF 0.11 -1.10 19.84 1.19 2.0714 -0.1661
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.39 -1.12 19.27 -2.29 2.0122 -0.2388
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF 0.75 0.05 19.11 0.33 1.9955 -0.1784
EFA / iShares Trust - iShares MSCI EAFE ETF 0.20 -0.69 17.53 8.62 1.8309 -0.0115
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.04 -0.90 17.45 17.17 1.8217 0.1222
TIP / iShares Trust - iShares TIPS Bond ETF 0.15 0.51 16.86 -0.44 1.7605 -0.1722
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF 0.22 0.10 16.73 1.10 1.7466 -0.1417
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0.10 -1.02 10.41 -0.34 1.0867 -0.1050
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF 0.10 0.72 9.13 -2.36 0.9533 -0.1138
VTEI / Vanguard Municipal Bond Funds - Vanguard Intermediate-Term Tax-Exempt Bond ETF 0.09 1.44 8.82 1.17 0.9209 -0.0739
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF 0.08 0.53 8.46 1.39 0.8839 -0.0691
MYCJ / SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 0.34 0.56 8.35 1.67 0.8717 -0.0654
MYCI / SSGA Active Trust - SPDR SSGA My2029 Corporate Bond ETF 0.33 0.58 8.29 1.49 0.8656 -0.0666
MYCH / SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 0.33 1.09 8.24 1.80 0.8609 -0.0635
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF 0.25 0.05 6.43 0.53 0.6710 -0.0586
MYMJ / SSGA Active Trust - SPDR SSGA My2030 Municipal Bond ETF 0.23 0.16 5.59 0.02 0.5838 -0.0542
MYMI / SSGA Active Trust - SPDR SSGA My2029 Municipal Bond ETF 0.23 0.16 5.59 -0.02 0.5833 -0.0544
IDV / iShares Trust - iShares International Select Dividend ETF 0.16 2.38 5.37 13.91 0.5609 0.0226
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF 0.12 2.52 4.97 -1.68 0.5186 -0.0580
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF 0.11 0.00 4.61 11.19 0.4815 0.0082
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF 0.06 2.25 4.52 11.16 0.4722 0.0079
MSFT / Microsoft Corporation 0.01 14.10 4.46 51.20 0.4653 0.1289
BRK.B / Berkshire Hathaway Inc. 0.01 49.06 4.36 35.96 0.4553 0.0893
AAPL / Apple Inc. 0.02 1.70 4.25 -6.08 0.4440 -0.0726
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.08 10.38 3.89 20.63 0.4062 0.0381
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.02 0.14 2.93 4.83 0.3062 -0.0131
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.01 -0.34 2.78 22.19 0.2899 0.0307
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.02 13.91 2.68 19.05 0.2800 0.0229
AMZN / Amazon.com, Inc. 0.01 -1.82 2.39 13.21 0.2497 0.0086
MGC / Vanguard World Fund - Vanguard Mega Cap ETF 0.01 -6.96 2.21 3.95 0.2310 -0.0120
JPM / JPMorgan Chase & Co. 0.01 6.39 2.13 25.77 0.2228 0.0291
MCD / McDonald's Corporation 0.01 7.46 2.07 0.49 0.2163 -0.0189
GOOG / Alphabet Inc. 0.01 -2.43 1.86 10.78 0.1942 0.0026
AMLP / ALPS ETF Trust - Alerian MLP ETF 0.04 -42.41 1.75 -45.84 0.1823 -0.1855
JNJ / Johnson & Johnson 0.01 3.18 1.74 -4.96 0.1822 -0.0273
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF 0.03 0.14 1.73 20.21 0.1809 0.0164
KBWY / Invesco Exchange-Traded Fund Trust II - Invesco KBW Premium Yield Equity REIT ETF 0.11 1.71 0.1785 0.1785
GOOGL / Alphabet Inc. 0.01 1.88 1.67 16.11 0.1746 0.0102
XSHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF 0.12 1.64 0.1712 0.1712
CSCO / Cisco Systems, Inc. 0.02 6.72 1.62 19.96 0.1696 0.0151
GLD / SPDR Gold Trust 0.01 0.00 1.61 5.79 0.1679 -0.0056
IBM / International Business Machines Corporation 0.01 4.14 1.55 23.51 0.1619 0.0186
PG / The Procter & Gamble Company 0.01 1.84 1.54 -4.82 0.1610 -0.0238
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.06 246.25 1.46 283.46 0.1526 0.1091
KO / The Coca-Cola Company 0.02 3.78 1.43 2.52 0.1489 -0.0099
SPY / SPDR S&P 500 ETF 0.00 11.19 1.42 22.76 0.1488 0.0164
V / Visa Inc. 0.00 16.27 1.42 17.80 0.1487 0.0107
COST / Costco Wholesale Corporation 0.00 20.34 1.41 25.90 0.1468 0.0194
AMGN / Amgen Inc. 0.00 5.55 1.34 -5.35 0.1404 -0.0218
UNP / Union Pacific Corporation 0.01 7.36 1.34 4.60 0.1402 -0.0064
MUB / iShares Trust - iShares National Muni Bond ETF 0.01 -11.90 1.28 -12.69 0.1337 -0.0337
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 -0.92 1.24 16.57 0.1293 0.0080
SILJ / Amplify ETF Trust - Amplify Junior Silver Miners ETF 0.08 0.20 1.23 22.36 0.1280 0.0137
CVX / Chevron Corporation 0.01 23.70 1.20 5.83 0.1253 -0.0041
VZ / Verizon Communications Inc. 0.03 2.54 1.17 -2.25 0.1227 -0.0144
CAT / Caterpillar Inc. 0.00 4.24 1.15 22.64 0.1206 0.0132
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.05 73.64 1.15 93.93 0.1202 0.0525
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF 0.00 0.00 1.14 16.24 0.1189 0.0071
LOW / Lowe's Companies, Inc. 0.01 4.82 1.12 -0.27 0.1169 -0.0112
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund 0.01 0.00 1.06 -7.75 0.1108 -0.0204
PWR / Quanta Services, Inc. 0.00 -2.50 1.06 45.07 0.1107 0.0273
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF 0.02 0.00 1.05 9.84 0.1096 0.0006
XOM / Exxon Mobil Corporation 0.01 -1.18 1.02 -10.39 0.1063 -0.0234
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.04 295.49 1.02 326.89 0.1062 0.0790
IWB / iShares Trust - iShares Russell 1000 ETF 0.00 -0.82 0.99 9.89 0.1033 0.0005
HD / The Home Depot, Inc. 0.00 8.01 0.99 8.10 0.1032 -0.0012
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares 0.01 -0.71 0.97 44.73 0.1017 0.0249
ORCL / Oracle Corporation 0.00 -0.23 0.96 56.03 0.1001 0.0300
PEP / PepsiCo, Inc. 0.01 18.49 0.93 4.28 0.0967 -0.0046
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF 0.01 0.00 0.92 9.32 0.0956 -0.0000
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF 0.04 0.00 0.91 -1.73 0.0950 -0.0107
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF 0.00 -1.32 0.91 17.08 0.0945 0.0062
HWM / Howmet Aerospace Inc. 0.00 0.90 0.0937 0.0937
PANW / Palo Alto Networks, Inc. 0.00 -2.52 0.89 16.88 0.0933 0.0061
IWM / iShares Trust - iShares Russell 2000 ETF 0.00 0.00 0.89 8.13 0.0931 -0.0010
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.01 0.00 0.89 2.42 0.0930 -0.0062
WMT / Walmart Inc. 0.01 0.00 0.84 11.39 0.0879 0.0016
MRK / Merck & Co., Inc. 0.01 5.74 0.82 -6.85 0.0853 -0.0147
META / Meta Platforms, Inc. 0.00 -1.61 0.72 26.00 0.0755 0.0100
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF 0.00 0.00 0.71 9.94 0.0740 0.0005
IYE / iShares Trust - iShares U.S. Energy ETF 0.02 0.27 0.70 -8.03 0.0731 -0.0138
PCEF / Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF 0.04 0.00 0.68 3.64 0.0714 -0.0039
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF 0.01 0.00 0.66 2.17 0.0689 -0.0048
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.01 0.00 0.65 1.40 0.0681 -0.0053
BKNG / Booking Holdings Inc. 0.00 -1.77 0.64 23.46 0.0671 0.0077
PM / Philip Morris International Inc. 0.00 16.23 0.61 33.41 0.0639 0.0115
ILF / iShares Trust - iShares Latin America 40 ETF 0.02 0.21 0.61 11.40 0.0634 0.0013
UBER / Uber Technologies, Inc. 0.01 -3.65 0.61 23.42 0.0633 0.0072
RMD / ResMed Inc. 0.00 -1.15 0.60 13.88 0.0626 0.0025
DVY / iShares Trust - iShares Select Dividend ETF 0.00 -0.52 0.59 -1.68 0.0611 -0.0068
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 0.00 0.54 10.59 0.0568 0.0006
INDA / iShares Trust - iShares MSCI India ETF 0.01 0.21 0.54 8.52 0.0559 -0.0005
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.02 0.50 0.0523 0.0523
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.01 0.00 0.49 0.61 0.0513 -0.0044
NEE / NextEra Energy, Inc. 0.01 0.00 0.49 -2.01 0.0509 -0.0059
AVGO / Broadcom Inc. 0.00 -1.68 0.48 61.87 0.0506 0.0164
VDE / Vanguard World Fund - Vanguard Energy ETF 0.00 -0.18 0.46 -8.30 0.0485 -0.0093
CW / Curtiss-Wright Corporation 0.00 0.00 0.46 54.15 0.0485 0.0141
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 0.01 7.48 0.46 23.18 0.0478 0.0054
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.00 -2.76 0.44 0.46 0.0457 -0.0041
ADP / Automatic Data Processing, Inc. 0.00 -3.19 0.42 -2.33 0.0439 -0.0052
CL / Colgate-Palmolive Company 0.00 0.00 0.42 -3.00 0.0439 -0.0056
DE / Deere & Company 0.00 -0.49 0.41 7.87 0.0430 -0.0006
RTX / RTX Corporation 0.00 5.47 0.41 16.38 0.0423 0.0025
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.00 0.00 0.40 0.00 0.0414 -0.0038
MDY / SPDR S&P MidCap 400 ETF Trust 0.00 0.00 0.39 6.27 0.0408 -0.0012
MKL / Markel Group Inc. 0.00 0.00 0.39 6.91 0.0405 -0.0009
AMT / American Tower Corporation 0.00 0.00 0.38 1.59 0.0400 -0.0030
BN / Brookfield Corporation 0.01 0.00 0.38 18.13 0.0395 0.0029
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF 0.01 -4.15 0.38 -3.84 0.0393 -0.0054
ETN / Eaton Corporation plc 0.00 0.00 0.38 31.47 0.0393 0.0066
TJX / The TJX Companies, Inc. 0.00 7.62 0.38 9.33 0.0392 -0.0001
AXP / American Express Company 0.00 -3.78 0.37 14.07 0.0390 0.0016
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.00 0.00 0.37 10.71 0.0389 0.0005
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF 0.00 -7.81 0.36 -5.00 0.0378 -0.0056
DUK / Duke Energy Corporation 0.00 8.40 0.36 5.01 0.0372 -0.0016
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF 0.01 0.36 0.0372 0.0372
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.00 0.00 0.35 10.63 0.0370 0.0004
BAC / Bank of America Corporation 0.01 11.01 0.35 25.99 0.0365 0.0048
XYL / Xylem Inc. 0.00 -22.57 0.35 -16.35 0.0364 -0.0111
AMAT / Applied Materials, Inc. 0.00 0.00 0.34 25.83 0.0357 0.0048
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund 0.00 -0.25 0.34 9.65 0.0357 0.0002
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 0.01 0.00 0.34 6.65 0.0353 -0.0009
PFE / Pfizer Inc. 0.01 0.00 0.34 -4.26 0.0352 -0.0050
WSO / Watsco, Inc. 0.00 0.00 0.34 -12.95 0.0351 -0.0091
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 0.00 0.33 10.60 0.0349 0.0004
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF 0.01 0.00 0.33 1.23 0.0343 -0.0027
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF 0.01 0.00 0.33 0.62 0.0342 -0.0029
DIS / The Walt Disney Company 0.00 0.73 0.33 26.46 0.0340 0.0046
SYK / Stryker Corporation 0.00 24.88 0.32 32.64 0.0332 0.0059
CMI / Cummins Inc. 0.00 -0.21 0.31 4.01 0.0326 -0.0016
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.01 -2.61 0.31 7.67 0.0323 -0.0005
FDX / FedEx Corporation 0.00 0.00 0.31 -6.67 0.0322 -0.0055
COF / Capital One Financial Corporation 0.00 0.00 0.30 18.80 0.0311 0.0025
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF 0.00 -2.79 0.30 8.06 0.0308 -0.0004
IQV / IQVIA Holdings Inc. 0.00 -1.65 0.29 -12.12 0.0304 -0.0074
IWO / iShares Trust - iShares Russell 2000 Growth ETF 0.00 0.00 0.28 11.95 0.0294 0.0007
SPSK / Tidal Trust I - SP Funds Dow Jones Global Sukuk ETF 0.02 3.09 0.28 4.10 0.0292 -0.0014
UPS / United Parcel Service, Inc. 0.00 -0.25 0.28 -8.61 0.0289 -0.0056
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF 0.00 0.00 0.28 0.00 0.0288 -0.0027
MA / Mastercard Incorporated 0.00 -2.62 0.27 0.00 0.0283 -0.0027
FNF / Fidelity National Financial, Inc. 0.00 0.00 0.27 -13.78 0.0281 -0.0076
AFK / VanEck ETF Trust - VanEck Africa Index ETF 0.01 -19.87 0.27 -9.15 0.0280 -0.0057
FSS / Federal Signal Corporation 0.00 0.27 0.0278 0.0278
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund 0.01 0.00 0.26 -3.69 0.0273 -0.0037
GD / General Dynamics Corporation 0.00 0.00 0.26 6.97 0.0273 -0.0006
WFC / Wells Fargo & Company 0.00 0.26 0.0271 0.0271
MLPA / Global X Funds - Global X MLP ETF 0.01 0.00 0.26 -5.82 0.0271 -0.0043
CTAS / Cintas Corporation 0.00 0.25 0.0265 0.0265
VRTX / Vertex Pharmaceuticals Incorporated 0.00 5.58 0.25 -3.08 0.0264 -0.0034
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF 0.00 -2.56 0.25 -5.41 0.0256 -0.0039
TT / Trane Technologies plc 0.00 0.24 0.0255 0.0255
TFC / Truist Financial Corporation 0.01 -16.21 0.24 -12.36 0.0252 -0.0063
NSC / Norfolk Southern Corporation 0.00 0.00 0.24 7.80 0.0246 -0.0003
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.00 -2.57 0.24 3.52 0.0246 -0.0014
J / Jacobs Solutions Inc. 0.00 -4.50 0.23 4.00 0.0245 -0.0013
SCMB / Schwab Strategic Trust - Schwab Municipal Bond ETF 0.01 0.23 0.0243 0.0243
LAMR / Lamar Advertising Company 0.00 0.00 0.23 6.94 0.0241 -0.0006
KKR / KKR & Co. Inc. 0.00 0.23 0.0239 0.0239
MTB / M&T Bank Corporation 0.00 -0.85 0.23 7.62 0.0237 -0.0004
MLM / Martin Marietta Materials, Inc. 0.00 0.23 0.0237 0.0237
MO / Altria Group, Inc. 0.00 0.23 0.0236 0.0236
APD / Air Products and Chemicals, Inc. 0.00 -0.50 0.22 -4.68 0.0234 -0.0035
ABBV / AbbVie Inc. 0.00 0.00 0.22 -11.51 0.0233 -0.0055
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF 0.01 0.00 0.22 -8.33 0.0230 -0.0044
TSLA / Tesla, Inc. 0.00 0.22 0.0227 0.0227
AFL / Aflac Incorporated 0.00 0.00 0.20 -4.74 0.0210 -0.0032
SLV / iShares Silver Trust 0.01 0.20 0.0209 0.0209
FI / Fiserv, Inc. 0.00 -100.00 0.00 0.0000
SDOG / ALPS ETF Trust - ALPS Sector Dividend Dogs ETF 0.00 -100.00 0.00 0.0000
KMB / Kimberly-Clark Corporation 0.00 -100.00 0.00 0.0000
UNH / UnitedHealth Group Incorporated 0.00 -100.00 0.00 0.0000
CLX / The Clorox Company 0.00 -100.00 0.00 0.0000