Mga Batayang Estadistika
Nilai Portofolio $ 408,217,757
Posisi Saat Ini 171
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Precedent Wealth Partners, Llc telah mengungkapkan total kepemilikan 171 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 408,217,757 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Precedent Wealth Partners, Llc adalah Vanguard Index Funds - Vanguard Total Stock Market ETF (US:VTI) , Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF (US:VEA) , WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund (US:DON) , iShares Trust - iShares Core S&P 500 ETF (US:IVV) , and First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - February (US:DFEB) . Posisi baru Precedent Wealth Partners, Llc meliputi: WisdomTree Trust - WisdomTree Japan Hedged Equity Fund (US:DXJ) , Caterpillar Inc. (US:CAT) , The Coca-Cola Company (US:KO) , First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - March (US:DMAR) , and Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Municipal Bond ETF (US:BSMY) .

Precedent Wealth Partners, 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
0.36 20.35 4.9846 1.5451
0.11 4.88 1.1943 1.1943
0.03 3.52 0.8633 0.8633
0.02 5.43 1.3313 0.4918
0.00 1.61 0.3933 0.3933
0.02 1.18 0.2899 0.2899
0.02 8.81 2.1573 0.2842
0.01 4.87 1.1930 0.2426
0.02 0.96 0.2363 0.2363
0.10 3.24 0.7925 0.2185
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
0.03 3.66 0.8962 -0.7141
0.02 12.03 2.9475 -0.4448
0.08 10.37 2.5393 -0.3444
0.05 5.13 1.2561 -0.3376
0.00 0.39 0.0955 -0.3267
0.06 5.76 1.4119 -0.3019
0.08 24.77 6.0688 -0.2986
0.00 0.70 0.1709 -0.2939
0.14 8.52 2.0873 -0.2901
0.28 14.01 3.4314 -0.2480
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-07-21 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
(%)
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.08 -2.33 24.77 8.01 6.0688 -0.2986
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.36 46.43 20.35 64.24 4.9846 1.5451
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund 0.28 4.42 14.01 5.68 3.4314 -0.2480
IVV / iShares Trust - iShares Core S&P 500 ETF 0.02 -10.89 12.03 -1.53 2.9475 -0.4448
DFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - February 0.24 2.89 10.88 8.97 2.6647 -0.1064
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF 0.21 -6.32 10.83 6.05 2.6521 -0.1818
EFA / iShares Trust - iShares MSCI EAFE ETF 0.12 -0.55 10.66 8.78 2.6102 -0.1092
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.08 -0.25 10.37 -0.21 2.5393 -0.3444
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.02 18.09 8.81 30.52 2.1573 0.2842
DJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - January 0.22 10.45 8.78 17.34 2.1505 0.0735
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.14 -6.39 8.52 -0.50 2.0873 -0.2901
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF 0.08 7.73 7.74 15.62 1.8950 0.0377
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF 0.21 6.89 7.55 12.57 1.8499 -0.0124
DECM / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - December 0.24 -0.71 7.42 2.40 1.8183 -0.1939
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.03 20.88 5.99 26.82 1.4677 0.1561
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund 0.06 -3.54 5.76 -6.64 1.4119 -0.3019
AVGO / Broadcom Inc. 0.02 9.15 5.43 79.70 1.3313 0.4918
MUB / iShares Trust - iShares National Muni Bond ETF 0.05 -9.86 5.13 -10.68 1.2561 -0.3376
DMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - May 0.11 4.88 1.1943 1.1943
MSFT / Microsoft Corporation 0.01 7.36 4.87 42.27 1.1930 0.2426
AAPL / Apple Inc. 0.02 4.85 4.67 -3.15 1.1449 -0.1948
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF 0.06 16.25 4.49 26.36 1.0994 0.1136
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF 0.10 -3.76 4.22 0.67 1.0346 -0.1300
IWB / iShares Trust - iShares Russell 1000 ETF 0.01 -12.28 4.15 -2.90 1.0168 -0.1698
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF 0.05 8.34 4.11 29.29 1.0069 0.1244
XOM / Exxon Mobil Corporation 0.03 -30.42 3.66 -36.93 0.8962 -0.7141
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund 0.03 3.52 0.8633 0.8633
JPM / JPMorgan Chase & Co. 0.01 8.72 3.43 28.47 0.8414 0.0993
MDY / SPDR S&P MidCap 400 ETF Trust 0.01 0.00 3.37 6.21 0.8258 -0.0555
BSMV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Municipal Bond ETF 0.16 11.01 3.24 10.41 0.7929 -0.0208
MARM / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - March 0.10 52.75 3.24 56.51 0.7925 0.2185
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF 0.13 11.17 3.20 12.48 0.7840 -0.0059
LRCX / Lam Research Corporation 0.03 13.25 3.17 51.67 0.7766 0.1962
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF 0.15 11.33 3.12 12.90 0.7631 -0.0029
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF 0.14 11.44 3.08 12.78 0.7543 -0.0037
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF 0.13 11.45 3.07 12.42 0.7518 -0.0061
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF 0.12 11.32 3.07 12.05 0.7518 -0.0088
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF 0.13 11.39 3.05 11.81 0.7468 -0.0101
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF 0.12 11.40 3.03 11.58 0.7411 -0.0115
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF 0.13 11.75 3.02 11.39 0.7401 -0.0130
BSMU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF 0.14 8.08 3.02 7.68 0.7390 -0.0387
BSMS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF 0.13 8.43 2.99 8.69 0.7322 -0.0312
FEBM / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - February 0.10 -1.32 2.88 1.62 0.7051 -0.0813
BSMW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Municipal Bond ETF 0.12 13.08 2.87 12.52 0.7024 -0.0050
WSM / Williams-Sonoma, Inc. 0.02 14.29 2.79 18.09 0.6828 0.0276
BSMT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF 0.12 8.34 2.69 8.21 0.6591 -0.0312
JANM / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - January 0.08 4.49 2.66 7.75 0.6509 -0.0338
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF 0.11 9.94 2.62 9.73 0.6411 -0.0211
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.01 0.00 2.56 3.22 0.6282 -0.0615
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF 0.10 -0.96 2.56 -0.81 0.6261 -0.0895
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.02 3.15 2.38 6.62 0.5841 -0.0366
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF 0.09 21.81 2.30 29.69 0.5640 0.0711
KMI / Kinder Morgan, Inc. 0.08 10.39 2.26 13.75 0.5534 0.0021
BAC / Bank of America Corporation 0.05 14.95 2.18 30.39 0.5352 0.0699
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF 0.08 9.69 2.16 9.94 0.5285 -0.0162
ABBV / AbbVie Inc. 0.01 11.00 2.15 -1.69 0.5272 -0.0803
ADP / Automatic Data Processing, Inc. 0.01 11.84 2.10 12.85 0.5144 -0.0020
MCD / McDonald's Corporation 0.01 9.34 2.09 2.25 0.5112 -0.0553
BLK / BlackRock, Inc. 0.00 11.84 2.04 23.92 0.5001 0.0429
TXN / Texas Instruments Incorporated 0.01 20.44 2.04 39.13 0.5001 0.0928
AMGN / Amgen Inc. 0.01 14.01 1.99 2.15 0.4881 -0.0533
QCOM / QUALCOMM Incorporated 0.01 20.34 1.96 24.74 0.4794 0.0440
KR / The Kroger Co. 0.03 14.42 1.95 21.25 0.4768 0.0312
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF 0.08 -7.69 1.89 -7.44 0.4635 -0.1041
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.04 -5.63 1.88 -6.75 0.4606 -0.0992
ACN / Accenture plc 0.01 19.76 1.88 14.71 0.4605 0.0056
MET / MetLife, Inc. 0.02 14.64 1.86 14.86 0.4545 0.0059
MO / Altria Group, Inc. 0.03 12.75 1.80 10.15 0.4416 -0.0128
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF 0.01 -3.96 1.76 6.27 0.4320 -0.0287
LMT / Lockheed Martin Corporation 0.00 9.44 1.69 13.49 0.4143 0.0006
JNJ / Johnson & Johnson 0.01 15.58 1.69 6.44 0.4134 -0.0267
AOS / A. O. Smith Corporation 0.03 6.35 1.68 6.74 0.4111 -0.0256
HD / The Home Depot, Inc. 0.00 26.03 1.65 26.11 0.4036 0.0409
DUK / Duke Energy Corporation 0.01 13.97 1.65 10.25 0.4033 -0.0112
NVDA / NVIDIA Corporation 0.01 0.56 1.63 46.58 0.3993 0.0906
CAT / Caterpillar Inc. 0.00 1.61 0.3933 0.3933
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF 0.05 26.69 1.55 35.66 0.3804 0.0627
DDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - December 0.04 120.76 1.49 135.70 0.3657 0.1897
DVY / iShares Trust - iShares Select Dividend ETF 0.01 0.69 1.49 -0.40 0.3639 -0.0502
INTU / Intuit Inc. 0.00 25.10 1.46 60.53 0.3588 0.1054
MRK / Merck & Co., Inc. 0.02 21.90 1.44 7.49 0.3517 -0.0190
PNC / The PNC Financial Services Group, Inc. 0.01 20.78 1.43 28.18 0.3512 0.0405
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.05 -1.37 1.38 -6.50 0.3387 -0.0719
TDVI / First Trust Exchange-Traded Fund IV - FT Vest Technology Dividend Target Income ETF 0.05 28.36 1.38 53.85 0.3375 0.0889
CLX / The Clorox Company 0.01 19.96 1.36 -2.16 0.3325 -0.0527
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF 0.03 -1.24 1.35 3.62 0.3300 -0.0311
ITW / Illinois Tool Works Inc. 0.01 22.58 1.34 22.13 0.3287 0.0238
AMZN / Amazon.com, Inc. 0.01 7.06 1.33 23.56 0.3251 0.0267
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF 0.03 18.09 1.33 14.82 0.3247 0.0041
NKE / NIKE, Inc. 0.02 31.65 1.32 47.32 0.3226 0.0745
APD / Air Products and Chemicals, Inc. 0.00 22.29 1.32 16.98 0.3226 0.0100
CMCSA / Comcast Corporation 0.04 24.17 1.31 20.15 0.3215 0.0181
TGT / Target Corporation 0.01 27.75 1.30 20.87 0.3192 0.0197
VZ / Verizon Communications Inc. 0.03 23.41 1.28 17.70 0.3131 0.0117
SPY / SPDR S&P 500 ETF 0.00 5.21 1.27 16.27 0.3117 0.0077
OC / Owens Corning 0.01 23.37 1.27 18.87 0.3101 0.0143
ZTS / Zoetis Inc. 0.01 19.69 1.24 13.35 0.3040 0.0001
HSY / The Hershey Company 0.01 24.70 1.23 21.03 0.3004 0.0190
COP / ConocoPhillips 0.01 -11.32 1.23 -24.20 0.3001 -0.1487
UPS / United Parcel Service, Inc. 0.01 26.55 1.21 16.11 0.2969 0.0072
KO / The Coca-Cola Company 0.02 1.18 0.2899 0.2899
ONEY / SPDR Series Trust - SPDR Russell 1000 Yield Focus ETF 0.01 -16.43 1.13 -17.16 0.2757 -0.1015
IDV / iShares Trust - iShares International Select Dividend ETF 0.03 -2.93 1.11 7.97 0.2724 -0.0135
VXF / Vanguard Index Funds - Vanguard Extended Market ETF 0.01 -0.51 1.02 11.22 0.2503 -0.0045
UNH / UnitedHealth Group Incorporated 0.00 32.70 0.98 -20.95 0.2403 -0.1042
DMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - March 0.02 0.96 0.2363 0.2363
WEC / WEC Energy Group, Inc. 0.01 31.26 0.93 25.44 0.2285 0.0222
META / Meta Platforms, Inc. 0.00 6.68 0.88 36.63 0.2167 0.0369
DGRS / WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund 0.02 -2.72 0.88 -2.66 0.2155 -0.0353
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF 0.01 -9.47 0.87 6.61 0.2135 -0.0136
JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF 0.02 -1.04 0.86 5.78 0.2109 -0.0148
WMT / Walmart Inc. 0.01 -1.52 0.82 9.73 0.2018 -0.0067
QQQ / Invesco QQQ Trust, Series 1 0.00 -0.20 0.82 17.29 0.2013 0.0070
BSSX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Municipal Bond ETF 0.03 124.51 0.79 122.54 0.1936 0.0949
GOOGL / Alphabet Inc. 0.00 9.98 0.74 25.25 0.1812 0.0174
CMI / Cummins Inc. 0.00 -60.12 0.70 -58.36 0.1709 -0.2939
AXP / American Express Company 0.00 -5.43 0.64 12.13 0.1564 -0.0017
WMB / The Williams Companies, Inc. 0.01 7.97 0.59 13.51 0.1441 0.0002
V / Visa Inc. 0.00 7.52 0.56 8.90 0.1381 -0.0056
GOOG / Alphabet Inc. 0.00 0.10 0.54 13.66 0.1326 0.0004
CSCO / Cisco Systems, Inc. 0.01 -13.41 0.53 -2.75 0.1303 -0.0214
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.00 -8.09 0.51 -3.93 0.1259 -0.0224
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF 0.01 -36.00 0.50 -33.15 0.1222 -0.0848
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF 0.00 9.84 0.50 21.57 0.1216 0.0081
LNG / Cheniere Energy, Inc. 0.00 0.00 0.50 5.31 0.1215 -0.0093
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF 0.02 -34.17 0.49 -37.39 0.1198 -0.0972
COST / Costco Wholesale Corporation 0.00 2.93 0.49 7.74 0.1193 -0.0062
STEL / Stellar Bancorp, Inc. 0.02 0.00 0.45 1.13 0.1097 -0.0132
BRK.B / Berkshire Hathaway Inc. 0.00 7.43 0.44 -2.03 0.1066 -0.0167
BSMY / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Municipal Bond ETF 0.02 0.42 0.1018 0.1018
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund 0.01 0.90 0.41 5.12 0.1009 -0.0077
SYK / Stryker Corporation 0.00 -1.99 0.41 4.07 0.1003 -0.0088
ABT / Abbott Laboratories 0.00 8.16 0.40 10.86 0.0976 -0.0021
PEP / PepsiCo, Inc. 0.00 -70.90 0.39 -74.41 0.0955 -0.3267
MAYM / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - May 0.01 0.37 0.0903 0.0903
PLTR / Palantir Technologies Inc. 0.00 0.37 0.0901 0.0901
CVX / Chevron Corporation 0.00 2.49 0.36 -12.29 0.0894 -0.0261
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.01 0.00 0.35 10.90 0.0848 -0.0020
VLO / Valero Energy Corporation 0.00 0.00 0.33 1.84 0.0815 -0.0092
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 0.33 0.0799 0.0799
IBDY / iShares Trust - iShares iBonds Dec 2033 Term Corporate ETF 0.01 0.32 0.0781 0.0781
NFLX / Netflix, Inc. 0.00 0.32 0.0774 0.0774
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF 0.01 -49.26 0.31 -46.13 0.0751 -0.0828
DNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - November 0.01 0.30 0.0747 0.0747
EOG / EOG Resources, Inc. 0.00 0.30 0.0747 0.0747
FIS / Fidelity National Information Services, Inc. 0.00 0.78 0.30 9.78 0.0743 -0.0023
ORCL / Oracle Corporation 0.00 0.30 0.0738 0.0738
UPRO / ProShares Trust - ProShares UltraPro S&P500 0.00 0.30 0.0731 0.0731
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 0.00 0.30 17.53 0.0724 0.0026
KNF / Knife River Corporation 0.00 0.00 0.29 -9.40 0.0709 -0.0179
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.00 0.28 0.0698 0.0698
AXON / Axon Enterprise, Inc. 0.00 0.28 0.0692 0.0692
AMT / American Tower Corporation 0.00 0.00 0.27 1.48 0.0673 -0.0078
PG / The Procter & Gamble Company 0.00 31.53 0.27 23.18 0.0664 0.0052
VST / Vistra Corp. 0.00 0.27 0.0660 0.0660
MA / Mastercard Incorporated 0.00 -10.08 0.27 -7.99 0.0651 -0.0149
PM / Philip Morris International Inc. 0.00 0.25 0.0611 0.0611
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 -21.95 0.25 -17.45 0.0603 -0.0227
MS / Morgan Stanley 0.00 0.00 0.24 20.90 0.0597 0.0037
MDU / MDU Resources Group, Inc. 0.01 0.00 0.24 -1.26 0.0579 -0.0087
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.00 -50.00 0.23 -38.79 0.0571 -0.0484
LLY / Eli Lilly and Company 0.00 15.29 0.23 9.05 0.0561 -0.0023
ECG / Everus Construction Group, Inc. 0.00 0.23 0.0551 0.0551
TSCO / Tractor Supply Company 0.00 -10.16 0.22 -14.01 0.0543 -0.0172
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund 0.00 -1.90 0.22 5.34 0.0533 -0.0039
D / Dominion Energy, Inc. 0.00 -12.86 0.21 -12.30 0.0526 -0.0153
ISRG / Intuitive Surgical, Inc. 0.00 0.21 0.0514 0.0514
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.00 0.20 0.0490 0.0490
DLY / DoubleLine Yield Opportunities Fund 0.01 -5.22 0.18 -8.00 0.0452 -0.0106
FSCO / FS Credit Opportunities Corp. 0.02 0.13 0.0327 0.0327
BIGZ / BlackRock Innovation and Growth Term Trust 0.01 0.08 0.0196 0.0196
DAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - August 0.00 -100.00 0.00 0.0000
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF 0.00 -100.00 0.00 0.0000
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.00 -100.00 0.00 0.0000
IWM / iShares Trust - iShares Russell 2000 ETF 0.00 -100.00 0.00 0.0000
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund 0.00 -100.00 0.00 0.0000
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund 0.00 -100.00 0.00 0.0000
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund 0.00 -100.00 0.00 0.0000
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund 0.00 -100.00 0.00 0.0000