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IMG Wealth Management, Inc. Portfolio
$193.8M across 500 positions as of 2026-09-30, with 54% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+12.7%
-1.8% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
3 of 7
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +11.9% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.3% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +3.2% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.0% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.9% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.1% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| BUFRFT Vest Laddered Buffer ETF | $19.9M | 10.3% | 532,201 |
| CGDVCapital Group Dividend Value ETF | $15.4M | 7.9% | 314,570 |
| FIRST TR EXCHNG TRADED FD VI | $12.7M | 6.5% | 313,074 |
| BUFDFT Vest Laddered Deep Buffer ETF | $10M | 5.2% | 330,326 |
| FIRST TR EXCH TRADED FD III | $9M | 4.6% | 116,836 |
| QQQMInvesco NASDAQ 100 ETF | $8M | 4.1% | 26,141 |
| FIRST TR EXCHANGE-TRADED FD | $7.7M | 4.0% | 231,651 |
| VTVVanguard Value ETF | $7.6M | 3.9% | 35,228 |
| SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF | $7.4M | 3.8% | 183,476 |
| RDVYFirst Trust Rising Dividend Achievers ETF | $7.3M | 3.8% | 93,330 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $6.7M | 3.5% | 74,726 |
| CGGRCapital Group Growth ETF | $5.2M | 2.7% | 110,179 |
| FTSMFirst Trust Enhanced Short Maturity ETF | $3.8M | 1.9% | 63,242 |
| INNOVATOR ETFS TRUST | $3.5M | 1.8% | 81,672 |
| QQQInvesco QQQ Trust, Series 1 | $3.4M | 1.8% | 4,637 |
| INNOVATOR ETFS TRUST | $2.7M | 1.4% | 64,117 |
| INNOVATOR ETFS TRUST | $2.5M | 1.3% | 54,448 |
| INNOVATOR ETFS TRUST | $2.2M | 1.1% | 50,504 |
| VOOVanguard S&P 500 ETF | $2.1M | 1.1% | 3,065 |
| AVDVAvantis International Small Cap Value ETF | $2.1M | 1.1% | 19,542 |
| FIRST TR EXCHANGE-TRADED FD | $1.7M | 0.9% | 17,911 |
| AAPLApple Inc | $1.5M | 0.8% | 4,599 |
| INNOVATOR ETFS TRUST | $1.4M | 0.7% | 38,203 |
| INNOVATOR ETFS TRUST | $1.2M | 0.6% | 32,884 |
| INNOVATOR ETFS TRUST | $1M | 0.5% | 23,498 |
| JNJJohnson & Johnson | $970.3K | 0.5% | 3,665 |
| INNOVATOR ETFS TRUST | $909K | 0.5% | 30,046 |
| NVDANVIDIA Corp | $909K | 0.5% | 3,980 |
| INNOVATOR ETFS TRUST | $897.8K | 0.5% | 22,722 |
| INNOVATOR ETFS TRUST | $877.1K | 0.5% | 22,406 |
| INNOVATOR ETFS TRUST | $773.8K | 0.4% | 27,027 |
| SLViShares Silver Trust | $750.6K | 0.4% | 13,770 |
| MSFTMicrosoft Corp | $745.9K | 0.4% | 1,454 |
| INNOVATOR ETFS TRUST | $739.9K | 0.4% | 17,895 |
| INNOVATOR ETFS TRUST | $736.8K | 0.4% | 13,653 |
| INNOVATOR ETFS TRUST | $733.8K | 0.4% | 18,926 |
| SMHVanEck Semiconductor ETF | $710.7K | 0.4% | 1,167 |
| INNOVATOR ETFS TRUST | $677.3K | 0.3% | 12,221 |
| GOOGAlphabet Inc | $655.2K | 0.3% | 1,923 |
| INNOVATOR ETFS TRUST | $642.1K | 0.3% | 11,751 |
| ICSHISHARES TR | $639.7K | 0.3% | 12,692 |
| QYLDGlobal X NASDAQ 100 Covered Call ETF | $627.7K | 0.3% | 33,840 |
| AORiShares Core 60/40 Balanced Allocation ETF | $601.5K | 0.3% | 8,778 |
| VBVanguard Small-Cap ETF | $585.8K | 0.3% | 2,059 |
| FIRST TR EXCHNG TRADED FD VI | $577.9K | 0.3% | 12,828 |
| INNOVATOR ETFS TRUST | $576.5K | 0.3% | 13,417 |
| INNOVATOR ETFS TRUST | $564.4K | 0.3% | 14,491 |
| GSGoldman Sachs Group Inc | $551K | 0.3% | 612 |
| INNOVATOR ETFS TRUST | $532.7K | 0.3% | 20,198 |
| JPMJPMorgan Chase & Co | $526K | 0.3% | 1,590 |
| INNOVATOR ETFS TRUST | $521.3K | 0.3% | 12,402 |
| INNOVATOR ETFS TRUST | $480K | 0.2% | 17,069 |
| AMZNAmazon.com Inc | $476.9K | 0.2% | 1,914 |
| LMBSFirst Trust Low Duration Opportunities ETF | $471.9K | 0.2% | 9,738 |
| FIRST TR EXCHANGE TRADED FD | $458.6K | 0.2% | 20,693 |
| XYLDGlobal X S&P 500 Covered Call ETF | $454.4K | 0.2% | 10,945 |
| INNOVATOR ETFS TRUST | $453.6K | 0.2% | 8,243 |
| MOATVanEck Morningstar Wide Moat ETF | $443.1K | 0.2% | 4,192 |
| FIRST TR EXCHANGE-TRADED FD | $439.1K | 0.2% | 11,179 |
| CATCaterpillar Inc | $435.4K | 0.2% | 537 |
| FVDFirst Trust VL Dividend | $430.8K | 0.2% | 9,184 |
| FIRST TR EXCHNG TRADED FD VI | $373.4K | 0.2% | 7,853 |
| INNOVATOR ETFS TRUST | $368.6K | 0.2% | 7,607 |
| IEFiShares 7-10 Year Treasury Bond ETF | $349.6K | 0.2% | 3,915 |
| SCHDSchwab US Dividend Equity ETF | $345.6K | 0.2% | 10,623 |
| PZAInvesco National AMT-Free Municipal Bond ETFo | $340.3K | 0.2% | 15,907 |
| PMPhilip Morris International Inc | $338.5K | 0.2% | 1,774 |
| INNOVATOR ETFS TRUST | $325.9K | 0.2% | 6,028 |
| INNOVATOR ETFS TRUST | $323.2K | 0.2% | 5,847 |
| GOOGLAlphabet Inc | $320.7K | 0.2% | 932 |
| FIRST TR EXCHNG TRADED FD VI | $315.2K | 0.2% | 5,472 |
| FIRST TR EXCHNG TRADED FD VI | $305.8K | 0.2% | 6,755 |
| INNOVATOR ETFS TRUST | $286.5K | 0.1% | 4,734 |
| VIGVanguard Div Appreciation ETF | $279.6K | 0.1% | 1,198 |
| PLTRPalantir Technologies Inc | $276.8K | 0.1% | 1,480 |
| INNOVATOR ETFS TRUST | $276.4K | 0.1% | 9,928 |
| BRK.BBerkshire Hathaway Inc | $270.4K | 0.1% | 543 |
| PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF | $269.9K | 0.1% | 5,141 |
| HNDLStrategy Shares Nasdaq 7HANDL Index ETF | $268.7K | 0.1% | 12,469 |
| KOCoca-Cola Co | $266.3K | 0.1% | 3,093 |
| TSLATesla Inc | $259.4K | 0.1% | 731 |
| FIRST TR EXCHANGE TRADED FD | $257.9K | 0.1% | 10,932 |
| COSTCostco Wholesale Corp | $254.9K | 0.1% | 280 |
| INNOVATOR ETFS TRUST | $251.9K | 0.1% | 9,380 |
| QCOMQualcomm Inc | $250.7K | 0.1% | 1,362 |
| INNOVATOR ETFS TRUST | $248.1K | 0.1% | 5,068 |
| AVGOBroadcom Inc | $247.2K | 0.1% | 704 |
| PANWPalo Alto Networks Inc | $243.6K | 0.1% | 613 |
| INNOVATOR ETFS TRUST | $241.7K | 0.1% | 8,936 |
| VVisa Inc | $238.6K | 0.1% | 664 |
| XOMExxonmobil Holdings Corp | $237.6K | 0.1% | 1,460 |
| WMTWalmart Inc | $234.5K | 0.1% | 2,257 |
| FIRST TR EXCHNG TRADED FD VI | $231.1K | 0.1% | 5,300 |
| NFLXNetflix Inc | $225.6K | 0.1% | 3,243 |
| TLTiShares 20+ Year Treasury Bond ETF | $221.8K | 0.1% | 2,852 |
| FIRST TR EXCHNG TRADED FD VI | $220.9K | 0.1% | 5,246 |
| INNOVATOR ETFS TRUST | $219.7K | 0.1% | 5,087 |
| IVViShares Core S&P 500 ETF | $212.1K | 0.1% | 277 |
| MTUMiShares MSCI USA Momentum Factor ETF | $211K | 0.1% | 665 |
| BOTZGLOBAL X FDS | $206.8K | 0.1% | 5,869 |
| FIRST TR EXCH TRADED FD III | $205.9K | 0.1% | 4,303 |
| MUMicron Technology Inc | $203.4K | 0.1% | 191 |
| INNOVATOR ETFS TRUST | $202.5K | 0.1% | 7,264 |
| MPMP Materials Corp | $200.8K | 0.1% | 4,246 |
| VXUSVanguard Total International Stock ETF | $200.3K | 0.1% | 2,357 |
| HCAHCA Healthcare Inc | $198.9K | 0.1% | 466 |
| COPConocoPhillips | $196.4K | 0.1% | 1,569 |
| TAT&T Inc | $194.8K | 0.1% | 7,983 |
| SPCXSpace Exploration Technologies Corp | $194K | 0.1% | 1,286 |
| MUNIPIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $193.9K | 0.1% | 3,903 |
| OKTAOkta Inc | $193.4K | 0.1% | 925 |
| METAMeta Platforms Inc | $192.7K | 0.1% | 266 |
| KNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF | $192.6K | 0.1% | 4,001 |
| IBMInternational Business Machines Corp | $192.2K | 0.1% | 874 |
| LOWLowe's Companies Inc | $191.1K | 0.1% | 1,037 |
| INNOVATOR ETFS TRUST | $187.3K | 0.1% | 3,476 |
| INNOVATOR ETFS TRUST | $186K | 0.1% | 4,077 |
| IBITiShares Bitcoin Trust ETF | $181.1K | 0.1% | 3,826 |
| CSCOCisco Systems Inc | $179.9K | 0.1% | 1,671 |
| COWZPacer US Cash Cows 100 ETF | $178.4K | 0.1% | 2,672 |
| TPRTapestry Inc | $178K | 0.1% | 1,547 |
| RTXRTX Corp | $177.9K | 0.1% | 958 |
| BKLNInvesco Senior Loan ETF | $176.9K | 0.1% | 8,657 |
| DUKDuke Energy Corp | $172K | 0.1% | 1,509 |
| USMViShares MSCI USA Min Vol Factor ETF | $170.2K | 0.1% | 1,747 |
| APOApollo Global Management Inc | $161.6K | 0.1% | 1,392 |
| IEFAiShares Core MSCI EAFE ETF | $157.2K | 0.1% | 1,623 |
| AXPAmerican Express Co | $154.2K | 0.1% | 507 |
| FIRST TR EXCHANGE-TRADED FD | $152.6K | 0.1% | 5,473 |
| FIRST TR EXCHNG TRADED FD VI | $152.1K | 0.1% | 6,410 |
| INNOVATOR ETFS TRUST | $149.8K | 0.1% | 2,534 |
| FIRST TR EXCHNG TRADED FD VI | $142.4K | 0.1% | 2,970 |
| SPYState Street SPDR S&P 500 ETF Trust | $138.8K | 0.1% | 182 |
| BACBank of America Corp | $138.3K | 0.1% | 2,541 |
| UNHUnitedHealth Group Inc | $136.9K | 0.1% | 373 |
| FIRST TR EXCHNG TRADED FD VI | $136.9K | 0.1% | 3,020 |
| DYNEX CAP INC | $124.7K | 0.1% | 11,195 |
| AMDAdvanced Micro Devices Inc | $123.6K | 0.1% | 202 |
| PGProcter & Gamble Co | $119.7K | 0.1% | 824 |
| INTCIntel Corp | $119.6K | 0.1% | 995 |
| WMWaste Management Inc | $115.6K | 0.1% | 567 |
| HDHome Depot Inc | $113.5K | 0.1% | 399 |
| MUBiShares National Muni Bond ETF | $107.8K | 0.1% | 1,066 |
| TRVTravelers Companies Inc | $107.7K | 0.1% | 302 |
| FEMFirst Trust Emerging Markets AlphaDEX Fund | $106.7K | 0.1% | 3,314 |
| LRCXLam Research Corp | $104.1K | 0.1% | 317 |
| FIRST TR EXCHNG TRADED FD VI | $101.9K | 0.1% | 2,946 |
| ORCLOracle Corp | $99K | 0.1% | 721 |
| GEVGE Vernova Inc | $98.9K | 0.1% | 104 |
| LMTLockheed Martin Corp | $97.8K | 0.1% | 192 |
| SEAGATE TECHNOLOGY HLDNGS PL | $96.8K | 0.0% | 105 |
| FIRST TR EXCHNG TRADED FD VI | $94.4K | 0.0% | 2,212 |
| AMATApplied Materials Inc | $94.1K | 0.0% | 184 |
| VTEBVanguard Tax-Exempt Bond ETF | $92.5K | 0.0% | 1,954 |
| TXNTexas Instruments Inc | $92.2K | 0.0% | 329 |
| NOCNorthrop Grumman Corp | $91.9K | 0.0% | 190 |
| LLYEli Lilly and Co | $90.3K | 0.0% | 78 |
| VRTVertiv Holdings Co | $85.2K | 0.0% | 353 |
| FIRST TR EXCHNG TRADED FD VI | $84.1K | 0.0% | 2,082 |
| FMHIFirst Trust Municipal High Income ETF | $81.7K | 0.0% | 1,821 |
| ISHARES TR | $78.6K | 0.0% | 1,250 |
| YUMYum! Brands Inc | $78.4K | 0.0% | 575 |
| CVXChevron Corp | $75.8K | 0.0% | 371 |
| VOVanguard Mid-Cap ETF | $74.7K | 0.0% | 952 |
| PRFInvesco FTSE RAFI US 1000 ETF | $71.3K | 0.0% | 1,310 |
| TFLOiShares Treasury Floating Rate Bond ETF | $69.2K | 0.0% | 1,365 |
| MCDMcDonald's Corp | $68.8K | 0.0% | 298 |
| KLACKLA Corp | $68.8K | 0.0% | 353 |
| IUSViShares Core S&P U.S. Value ETF | $68K | 0.0% | 617 |
| SNDKSandisk Corp | $66.1K | 0.0% | 38 |
| MRKMerck & Co Inc | $65.7K | 0.0% | 452 |
| BUFZFT Vest Laddered Moderate Buffer ETF | $64.2K | 0.0% | 2,250 |
| ANETArista Networks Inc | $62.5K | 0.0% | 307 |
| INNOVATOR ETFS TRUST | $61.6K | 0.0% | 1,398 |
| IWMiShares Russell 2000 Index Fund | $60.7K | 0.0% | 219 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $60.2K | 0.0% | 132 |
| CEGConstellation Energy Corp | $59.2K | 0.0% | 233 |
| FTGCFirst Trust Global Tactical Commodity Strategy Fund | $58.4K | 0.0% | 1,910 |
| INNOVATOR ETFS TRUST | $57.5K | 0.0% | 1,337 |
| WDCWestern Digital Corp | $57.3K | 0.0% | 126 |
| SHWSherwin-Williams Co | $56.2K | 0.0% | 174 |
| EFAiShares MSCI EAFE ETF | $55.7K | 0.0% | 536 |
| VZVerizon Communications Inc | $54.9K | 0.0% | 1,197 |
| STIPiShares 0-5 Year TIPS Bond ETF | $54.1K | 0.0% | 543 |
| MCHPMicrochip Technology Inc | $53K | 0.0% | 681 |
| SGOViShares 0-3 Month Treasury Bond ETF | $51.6K | 0.0% | 512 |
| DISWalt Disney Co | $51.4K | 0.0% | 490 |
| GLWCorning Inc | $51K | 0.0% | 332 |
| ADIAnalog Devices Inc | $50.8K | 0.0% | 128 |
| ABBVAbbVie Inc | $50.7K | 0.0% | 194 |
| APHAmphenol Corp | $50.4K | 0.0% | 598 |
| FIRST TR EXCHNG TRADED FD VI | $49.5K | 0.0% | 1,157 |
| SLYGState Street SPDR S&P 600 Small Cap Growth ETF | $49.4K | 0.0% | 462 |
| IXCiShares Global Energy ETF | $49.1K | 0.0% | 862 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $45.9K | 0.0% | 869 |
| GLDSPDR Gold Shares | $45.3K | 0.0% | 119 |
| CCitigroup Inc | $42.6K | 0.0% | 329 |
| GDXVanEck Gold Miners ETF | $41.9K | 0.0% | 477 |
| SPLVInvesco S&P 500 Low Volatility ETF | $41K | 0.0% | 582 |
| XSLVINVESCO EXCH TRADED FD TR II | $40.7K | 0.0% | 832 |
| MAMastercard Inc | $40.3K | 0.0% | 73 |
| FIRST TR EXCHNG TRADED FD VI | $39.5K | 0.0% | 975 |
| IJHiShares Core S&P Mid-Cap ETF | $39.2K | 0.0% | 545 |
| VTIVanguard Total Stock Market ETF | $38.5K | 0.0% | 103 |
| MARMarriott International Inc | $36.6K | 0.0% | 103 |
| BMYBristol-Myers Squibb Co | $36.6K | 0.0% | 586 |
| SOLVSolventum Corp | $36.3K | 0.0% | 412 |
| GEGeneral Electric Co | $35.6K | 0.0% | 114 |
| FIRST TR EXCHNG TRADED FD VI | $35.4K | 0.0% | 848 |
| SCHCSchwab International Small-Cap Equity ETF | $35.1K | 0.0% | 706 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $34.6K | 0.0% | 689 |
| DFAEDimensional Emerging Core Equity Market ETF | $33.6K | 0.0% | 855 |
| GBILGOLDMAN SACHS ETF TR | $33.4K | 0.0% | 333 |
| WSMWilliams-Sonoma Inc | $33.3K | 0.0% | 146 |
| SPABState Street SPDR Portfolio Aggregate Bond ETF | $33.1K | 0.0% | 1,359 |
| ABNBAirbnb Inc | $32.3K | 0.0% | 201 |
| VBKVanguard Small-Cap Growth ETF | $32.1K | 0.0% | 95 |
| CRWDCrowdStrike Holdings Inc | $31K | 0.0% | 117 |
| FIRST TR EXCHNG TRADED FD VI | $30.8K | 0.0% | 644 |
| BTCGRAYSCALE BITCOIN MINI TR ET | $30.7K | 0.0% | 830 |
| KEYSKeysight Technologies Inc | $30.6K | 0.0% | 84 |
| PFEPfizer Inc | $30.1K | 0.0% | 1,055 |
| IRMIron Mountain Inc | $29.3K | 0.0% | 264 |
| AMGNAmgen Inc | $29.1K | 0.0% | 69 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $29K | 0.0% | 561 |
| TMOThermo Fisher Scientific Inc | $29K | 0.0% | 43 |
| BABoeing Co | $28.8K | 0.0% | 155 |
| INNOVATOR ETFS TRUST | $28.8K | 0.0% | 527 |
| FIRST TR EXCHNG TRADED FD VI | $28.6K | 0.0% | 672 |
| HLTHilton Worldwide Holdings Inc | $28K | 0.0% | 88 |
| FIRST TR EXCHNG TRADED FD VI | $27.7K | 0.0% | 517 |
| PGRProgressive Corp | $27K | 0.0% | 130 |
| INNOVATOR ETFS TRUST | $26.3K | 0.0% | 941 |
| ROSTRoss Stores Inc | $25.7K | 0.0% | 110 |
| UBERUber Technologies Inc | $25.6K | 0.0% | 374 |
| CHUBB LIMITED | $25.4K | 0.0% | 78 |
| UNPUnion Pacific Corp | $25K | 0.0% | 92 |
| HACKETFMG Prime Cyber Security ETF | $24.6K | 0.0% | 203 |
| EATON CORP PLC | $24.1K | 0.0% | 56 |
| VRTXVertex Pharmaceuticals Inc | $24K | 0.0% | 46 |
| SPTLState Street SPDR Portfolio Long Term Treasury ETF | $24K | 0.0% | 1,006 |
| ORLYO'Reilly Automotive Inc | $23.8K | 0.0% | 279 |
| VOTVanguard Mid-Cap Growth ETF | $23.7K | 0.0% | 81 |
| UPSUnited Parcel Service Inc | $23.5K | 0.0% | 251 |
| SBUXStarbucks Corp | $22.7K | 0.0% | 242 |
| CALFPacer US Small Cap Cash Cows 100 ETF | $22.6K | 0.0% | 424 |
| LINDE PLC | $21.8K | 0.0% | 46 |
| WBDWarner Bros Discovery Inc | $21.5K | 0.0% | 694 |
| FIRST TR EXCHNG TRADED FD VI | $21K | 0.0% | 480 |
| EA SERIES TRUST | $20.9K | 0.0% | 187 |
| VLOValero Energy Corp | $20.9K | 0.0% | 54 |
| JOHNSON CONTROLS INTERNATION | $20.2K | 0.0% | 136 |
| PHParker-Hannifin Corp | $20.1K | 0.0% | 21 |
| WELLWelltower Inc | $19.6K | 0.0% | 85 |
| DEDeere & Co | $19.5K | 0.0% | 29 |
| INNOVATOR ETFS TRUST | $19.3K | 0.0% | 680 |
| WFCWells Fargo & Co | $19.1K | 0.0% | 239 |
| ELVElevance Health Inc | $19.1K | 0.0% | 49 |
| EMEEMCOR Group Inc | $18.9K | 0.0% | 25 |
| MOAltria Group Inc | $18.7K | 0.0% | 278 |
| FIRST TR EXCHNG TRADED FD VI | $18.3K | 0.0% | 611 |
| KTOSKratos Defense and Security Solutions Inc | $18.1K | 0.0% | 425 |
| MRNAModerna Inc | $17.9K | 0.0% | 93 |
| DRIDarden Restaurants Inc | $17.8K | 0.0% | 92 |
| IBKRInteractive Brokers Group Inc | $17.6K | 0.0% | 206 |
| NEMNewmont Corporation | $17.4K | 0.0% | 151 |
| MPCMarathon Petroleum Corp | $17.4K | 0.0% | 44 |
| FCXFreeport-McMoRan Inc | $17.4K | 0.0% | 248 |
| FIRST TR EXCHNG TRADED FD VI | $17.3K | 0.0% | 412 |
| BANK OF NY MELLON CORP | $17.2K | 0.0% | 119 |
| NDAQNasdaq Inc | $17.2K | 0.0% | 187 |
| PLDPrologis Inc | $17K | 0.0% | 131 |
| DASHDoorDash Inc | $16.9K | 0.0% | 92 |
| SPGIS&P Global Inc | $16.6K | 0.0% | 42 |
| AAgilent Technologies Inc | $16.5K | 0.0% | 96 |
| SMCISuper Micro Computer Inc | $16.4K | 0.0% | 400 |
| GILDGilead Sciences, Inc | $16.2K | 0.0% | 109 |
| GMGeneral Motors Co | $15.9K | 0.0% | 207 |
| XLEState Street Energy Select Sector SPDR ETF | $15.9K | 0.0% | 258 |
| BKNGBooking Holdings Inc | $15.8K | 0.0% | 97 |
| MSMorgan Stanley | $15.8K | 0.0% | 84 |
| DIREXION SHARES ETF TRUST | $15.7K | 0.0% | 613 |
| AFLAflac Inc | $15.5K | 0.0% | 139 |
| ABTAbbott Laboratories | $15.5K | 0.0% | 157 |
| WATWaters Corp | $15.4K | 0.0% | 35 |
| KMIKinder Morgan Inc | $15.3K | 0.0% | 508 |
| BLKBlackRock Inc | $14.8K | 0.0% | 14 |
| CLColgate-Palmolive Co | $14.2K | 0.0% | 167 |
| ISHARES TR | $14K | 0.0% | 179 |
| KKRKKR & Co Inc | $14K | 0.0% | 153 |
| INVESCO EXCH TRADED FD TR II | $13.8K | 0.0% | 1,249 |
| MIMEDX GROUP INC | $13.6K | 0.0% | 2,916 |
| KDPKeurig Dr Pepper Inc | $13.5K | 0.0% | 445 |
| MDLZMondelez International Inc | $13.4K | 0.0% | 231 |
| CDNSCadence Design Systems Inc | $13.2K | 0.0% | 40 |
| ADBEAdobe Inc | $13K | 0.0% | 54 |
| EMREmerson Electric Co | $12.9K | 0.0% | 83 |
| DHRDanaher Corp | $12.9K | 0.0% | 58 |
| AIQGlobal X Artificial Intelligence & Technology ETF | $12.8K | 0.0% | 197 |
| FIRST TR EXCH TRADED FD III | $12.6K | 0.0% | 635 |
| IGViShares Expanded Tech-Software Sector ETF | $12.3K | 0.0% | 115 |
| WSTWest Pharmaceutical Services Inc | $12.2K | 0.0% | 33 |
| COFCapital One Financial Corp | $12.2K | 0.0% | 63 |
| USBUS Bancorp | $12.1K | 0.0% | 209 |
| SCHWCharles Schwab Corp | $12K | 0.0% | 123 |
| DELLDell Technologies Inc | $11.8K | 0.0% | 22 |
| TRANE TECHNOLOGIES PLC | $11.8K | 0.0% | 26 |
| MMM3M Co | $11.7K | 0.0% | 71 |
| IUSGiShares Core S&P U.S. Growth ETF | $11.6K | 0.0% | 60 |
| XYZBlock Inc | $11.5K | 0.0% | 157 |
| XLVState Street Health Care Select Sector SPDR ETF | $11.4K | 0.0% | 67 |
| CAHCardinal Health Inc | $11.3K | 0.0% | 51 |
| EEMiShares MSCI Emerging Index Fund | $11.3K | 0.0% | 169 |
| ESEversource Energy | $11.3K | 0.0% | 176 |
| SPGSimon Property Group Inc | $11.2K | 0.0% | 56 |
| APDAir Products and Chemicals Inc | $11.1K | 0.0% | 40 |
| HWMHowmet Aerospace Inc | $11.1K | 0.0% | 49 |
| FANGDiamondback Energy Inc | $11K | 0.0% | 60 |
| EOGEOG Resources Inc | $11K | 0.0% | 80 |
| WRBW. R. Berkley Corp | $11K | 0.0% | 163 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $11K | 0.0% | 119 |
| CSXCSX Corp | $10.9K | 0.0% | 235 |
| EVRGEvergy Inc | $10.7K | 0.0% | 137 |
| DJTTrump Media & Technology Group Corp | $10.7K | 0.0% | 1,177 |
| UNMUnum Group | $10.6K | 0.0% | 121 |
| FIRST TR EXCHANGE TRADED FD | $10.3K | 0.0% | 174 |
| AMTAmerican Tower Corp | $10.1K | 0.0% | 62 |
| CMCSAComcast Corp | $10.1K | 0.0% | 466 |
| INNOVATOR ETFS TRUST | $10K | 0.0% | 381 |
| DDominion Energy Inc | $9.9K | 0.0% | 164 |
| BXBlackstone Inc | $9.9K | 0.0% | 88 |
| NUENucor Corp | $9.8K | 0.0% | 42 |
| ITWIllinois Tool Works Inc | $9.8K | 0.0% | 38 |
| PCARPaccar Inc | $9.8K | 0.0% | 89 |
| AMEAMETEK Inc | $9.7K | 0.0% | 39 |
| DLRDigital Realty Trust Inc | $9.7K | 0.0% | 55 |
| CNCCentene Corp | $9.6K | 0.0% | 155 |
| SYMBOTIC INC | $9.4K | 0.0% | 224 |
| BPBP PLC | $9.3K | 0.0% | 212 |
| ALLAllstate Corp | $9.3K | 0.0% | 42 |
| HONHoneywell International Inc | $9.3K | 0.0% | 44 |
| CARRCarrier Global Corp | $9.1K | 0.0% | 166 |
| ECLEcolab Inc | $9.1K | 0.0% | 33 |
| SHYiShares 1-3 Year Treasury Bond ETF | $9K | 0.0% | 110 |
| ETREntergy Corp | $8.9K | 0.0% | 90 |
| VLTOVeralto Corp | $8.9K | 0.0% | 94 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $8.9K | 0.0% | 72 |
| WSOWatsco Inc | $8.8K | 0.0% | 29 |
| DALDelta Air Lines Inc | $8.7K | 0.0% | 104 |
| NSCNorfolk Southern Corp | $8.7K | 0.0% | 28 |
| PEPPepsiCo Inc | $8.4K | 0.0% | 66 |
| EDConsolidated Edison Inc | $8.4K | 0.0% | 82 |
| ISHARES TR | $8.4K | 0.0% | 88 |
| HPEHewlett Packard Enterprise Co | $8.2K | 0.0% | 129 |
| PNCPNC Financial Services Group Inc | $8.2K | 0.0% | 37 |
| EQIXEquinix Inc | $8.1K | 0.0% | 8 |
| MAGSRoundhill Magnificent Seven ETF | $8K | 0.0% | 112 |
| STERIS PLC | $8K | 0.0% | 38 |
| PROSHARES TR | $7.8K | 0.0% | 174 |
| PWRQuanta Services Inc | $7.7K | 0.0% | 12 |
| GDGeneral Dynamics Corp | $7.6K | 0.0% | 23 |
| IJRiShares Core S&P Small-Cap ETF | $7.6K | 0.0% | 56 |
| JBHTJ B Hunt Transport Services Inc | $7.6K | 0.0% | 34 |
| XLIState Street Industrial Select Sector SPDR ETF | $7.6K | 0.0% | 46 |
| USA RARE EARTH INC | $7.6K | 0.0% | 538 |
| SNPSSynopsys Inc | $7.4K | 0.0% | 17 |
| MEDTRONIC PLC | $7.3K | 0.0% | 85 |
| DVNDevon Energy Corp | $7.3K | 0.0% | 159 |
| EIXEdison International | $7.3K | 0.0% | 136 |
| VSTVistra Corp | $7.2K | 0.0% | 52 |
| HSTHost Hotels and Resorts, Inc | $7.1K | 0.0% | 319 |
| AEPAmerican Electric Power Company Inc | $7.1K | 0.0% | 60 |
| FIRST TR EXCHANGE-TRADED FD | $7.1K | 0.0% | 159 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $7.1K | 0.0% | 77 |
| VIVMARK RESIDENTIAL | $7K | 0.0% | 116 |
| MTBM&T Bank Corp | $7K | 0.0% | 32 |
| IBBiShares Nasdaq Biotechnology Index Fund | $6.9K | 0.0% | 33 |
| CTVACorteva Inc | $6.8K | 0.0% | 88 |
| PAYXPaychex Inc | $6.8K | 0.0% | 69 |
| NOWServiceNow Inc | $6.7K | 0.0% | 50 |
| OXYOccidental Petroleum Corp | $6.7K | 0.0% | 121 |
| CVSCVS Health Corp | $6.7K | 0.0% | 78 |
| EXCExelon Corp | $6.6K | 0.0% | 164 |
| AGNICO EAGLE MINES LTD | $6.6K | 0.0% | 36 |
| XELXcel Energy Inc | $6.3K | 0.0% | 90 |
| COINCoinbase Global Inc | $6.3K | 0.0% | 34 |
| METMetLife Inc | $6.3K | 0.0% | 67 |
| AIGAmerican International Group Inc | $6.2K | 0.0% | 83 |
| FENIFidelity Enhanced International ETF | $6.1K | 0.0% | 153 |
| CORCencora Inc | $6K | 0.0% | 20 |
| KEYKeyCorp | $6K | 0.0% | 298 |
| PFFiShares Preferred and Income Securities ETF | $6K | 0.0% | 202 |
| WDAYWorkday Inc | $5.9K | 0.0% | 31 |
| NDSNNordson Corp | $5.9K | 0.0% | 18 |
| CTASCintas Corp | $5.9K | 0.0% | 30 |
| ISHARES TR | $5.7K | 0.0% | 57 |
| RFRegions Financial Corp | $5.6K | 0.0% | 209 |
| IFFInternational Flavors & Fragrances Inc | $5.5K | 0.0% | 66 |
| CASYCaseys General Stores Inc | $5.5K | 0.0% | 9 |
| WABWestinghouse Air Brake Technologies Corp | $5.5K | 0.0% | 19 |
| ASML HLDG NV | $5.4K | 0.0% | 3 |
| ISHARES TR | $5.3K | 0.0% | 219 |
| ISHARES TR | $5.3K | 0.0% | 219 |
| CREDO TECHNOLOGY GROUP HOLDI | $5.3K | 0.0% | 27 |
| ISHARES TR | $5.2K | 0.0% | 209 |
| WMBWilliams Companies Inc | $5.2K | 0.0% | 76 |
| ADPAutomatic Data Processing Inc | $5.2K | 0.0% | 20 |
| ISHARES TR | $5.2K | 0.0% | 227 |
| ISHARES TR | $5.1K | 0.0% | 241 |
| EBAYeBay Inc | $5.1K | 0.0% | 48 |
| BDXBecton Dickinson and Co | $5K | 0.0% | 28 |
| PHMPultegroup Inc | $5K | 0.0% | 43 |
| PCGPG&E Corp | $4.9K | 0.0% | 399 |
| CVNACarvana Co | $4.9K | 0.0% | 78 |
| AEEAmeren Corp | $4.9K | 0.0% | 49 |
| TJXTJX Companies Inc | $4.8K | 0.0% | 36 |
| INVESCO DB US DLR INDEX TR | $4.7K | 0.0% | 164 |
| SPHQInvesco S&P 500 Quality ETF | $4.6K | 0.0% | 55 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $4.6K | 0.0% | 73 |
| REGNRegeneron Pharmaceuticals Inc | $4.6K | 0.0% | 6 |
| STTState Street Corp | $4.5K | 0.0% | 26 |
| MICROVAST HOLDINGS INC | $4.5K | 0.0% | 7,035 |
| MACROGENICS INC | $4.4K | 0.0% | 1,150 |
| HOODRobinhood Markets Inc | $4.4K | 0.0% | 39 |
| PSXPhillips 66 | $4.3K | 0.0% | 17 |
| JJacobs Solutions Inc | $4.3K | 0.0% | 32 |
| MCKMcKesson Corp | $4.3K | 0.0% | 5 |
| ZBHZimmer Biomet Holdings, Inc | $4.3K | 0.0% | 48 |
| IYRISHARES TR | $4.2K | 0.0% | 45 |
| TGTTarget Corp | $4.2K | 0.0% | 27 |
| IDXXIDEXX Laboratories Inc | $4.2K | 0.0% | 8 |
| CMICummins Inc | $4.1K | 0.0% | 8 |
| SRESempra | $4.1K | 0.0% | 53 |
| HUBBHubbell Inc | $4.1K | 0.0% | 9 |
| XLUState Street Utilities Select Sector SPDR ETF | $4K | 0.0% | 102 |
| TTWOTake-Two Interactive Software Inc | $3.9K | 0.0% | 19 |
| AVUVAvantis U.S. Small Cap Value ETF | $3.9K | 0.0% | 33 |
| INTUIntuit Inc | $3.9K | 0.0% | 14 |
| MNSTMonster Beverage Corp | $3.8K | 0.0% | 92 |
| ODFLOld Dominion Freight Line Inc | $3.8K | 0.0% | 22 |
| LDOSLeidos Holdings Inc | $3.8K | 0.0% | 31 |
| SLBSLB NV | $3.8K | 0.0% | 77 |
| SYYSysco Corp | $3.7K | 0.0% | 47 |
| ABRDN SILVER ETF TRUST | $3.6K | 0.0% | 62 |
| CHDChurch & Dwight Co Inc | $3.5K | 0.0% | 37 |
| FIREFLY AEROSPACE INC | $3.5K | 0.0% | 150 |
| CMSCMS Energy Corp | $3.5K | 0.0% | 55 |
| FDXFedEx Corp | $3.4K | 0.0% | 12 |
| SCZiShares MSCI EAFE Small-Cap ETF | $3.4K | 0.0% | 40 |
| KHCKraft Heinz Co | $3.4K | 0.0% | 148 |
| IPInternational Paper Co | $3.4K | 0.0% | 101 |
| GPNGlobal Payments Inc | $3.3K | 0.0% | 41 |
| BHPBHP Group Ltd | $3.3K | 0.0% | 39 |
| FIXComfort Systems USA Inc | $3.3K | 0.0% | 2 |
| CICigna Group | $3.3K | 0.0% | 12 |
| PFGPrincipal Financial Group Inc | $3.2K | 0.0% | 29 |
| FIRST TR EXCHANGE TRADED FD | $3.2K | 0.0% | 154 |
| NTRSNorthern Trust Corp | $3.2K | 0.0% | 19 |
| FFord Motor Co | $3.2K | 0.0% | 266 |
| MCOMoody's Corp | $3.2K | 0.0% | 7 |
| NATIXIS ETF TRUST II | $3.1K | 0.0% | 69 |
| TROWT Rowe Price Group Inc | $3K | 0.0% | 29 |
| FIXDFIRST TR EXCHNG TRADED FD VI | $3K | 0.0% | 73 |
| DGROiShares Core Dividend Growth ETF | $3K | 0.0% | 40 |
| ELEstee Lauder Companies Inc | $3K | 0.0% | 32 |
| DLTRDollar Tree Inc | $3K | 0.0% | 26 |
| ACCENTURE PLC IRELAND | $2.9K | 0.0% | 16 |
| ARCH CAP GROUP LTD | $2.9K | 0.0% | 31 |
| IHIiShares U.S. Medical Devices ETF | $2.9K | 0.0% | 56 |
| ITMVanEck ETF Trust VanEck Intermediate Muni ETF | $2.7K | 0.0% | 62 |
| CBRECBRE Group Inc | $2.7K | 0.0% | 21 |
| UALUnited Airlines Holdings Inc | $2.7K | 0.0% | 24 |
| ONEQFidelity Nasdaq Composite Index ETF | $2.6K | 0.0% | 25 |
| VONGVanguard Russell 1000 Growth ETF | $2.6K | 0.0% | 20 |
| PSAPublic Storage | $2.5K | 0.0% | 9 |
| CRMSalesforce Inc | $2.5K | 0.0% | 11 |
| PPGPPG Industries Inc | $2.5K | 0.0% | 24 |
| J P MORGAN EXCHANGE TRADED F | $2.5K | 0.0% | 21 |
| DOCHealthpeak Properties Inc | $2.5K | 0.0% | 125 |
| EXPDExpeditors International of Washington Inc | $2.4K | 0.0% | 13 |
| CFGCitizens Financial Group Inc | $2.4K | 0.0% | 37 |
| SPDR SERIES TRUST | $2.3K | 0.0% | 38 |
| FLEX LTD | $2.3K | 0.0% | 21 |
| PYPLPayPal Holdings Inc | $2.3K | 0.0% | 43 |
| IWDiShares Russell 1000 Value ETF | $2.2K | 0.0% | 9 |
| BKRBaker Hughes Co | $2.2K | 0.0% | 40 |
| DONWisdomTree U.S. MidCap Dividend Fund | $2.2K | 0.0% | 40 |
| IEIiShares 3-7 Year Treasury Bond ETF | $2.1K | 0.0% | 19 |
| FTNTFortinet Inc | $2.1K | 0.0% | 12 |
| ADMArcher-Daniels-Midland Co | $2.1K | 0.0% | 26 |
| ISRGIntuitive Surgical Inc | $2K | 0.0% | 5 |
| IWFiShares Russell 1000 Growth ETF | $2K | 0.0% | 16 |
| CSGPCostar Group Inc | $2K | 0.0% | 72 |
| VTRVentas Inc | $2K | 0.0% | 23 |
| FIRST TR EXCHNG TRADED FD VI | $1.9K | 0.0% | 41 |
| BALLBall Corp | $1.8K | 0.0% | 33 |
| BCBrunswick Corp | $1.8K | 0.0% | 28 |
| OKEONEOK Inc | $1.8K | 0.0% | 21 |
| HBANHuntington Bancshares Inc | $1.8K | 0.0% | 117 |
| BARON ETF TR | $1.8K | 0.0% | 75 |
Quarter ending 2026-09-30.
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