IHT Wealth Management, LLC
- SEC CIK
- 0001697490
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 766
- −39 vs. Q4 2021
- Portfolio value
- $1.32B
- −$37.1M (−2.7%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 360,169 | $62.9M | 4.8% | −3,843−1.1% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 104,137 | $47.0M | 3.6% | −4,571−4.2% | Reduced | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 1,064,519 | $44.4M | 3.4% | +515,717+94.0% | Added | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 355,735 | $25.0M | 1.9% | +297,399+509.8% | Added | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 891,827 | $24.8M | 1.9% | +875,812+5,468.7% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 370,137 | $24.5M | 1.9% | −32,907−8.2% | Reduced | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 292,509 | $24.4M | 1.8% | +275,121+1,582.2% | Added | – |
| AMZNAmazon Com Inc | Stock | 7,216 | $23.5M | 1.8% | −62−0.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 74,710 | $23.0M | 1.7% | +4,525+6.4% | Added | History |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 596,293 | $20.4M | 1.5% | +41,794+7.5% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 42,634 | $19.3M | 1.5% | −3,090−6.8% | Reduced | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 120,940 | $19.2M | 1.5% | −20,140−14.3% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 49,789 | $18.1M | 1.4% | −44,356−47.1% | Reduced | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 129,603 | $16.6M | 1.3% | −440.0% | Reduced | – |
| NVDANVIDIA Corp | Stock | 47,624 | $13.0M | 1.0% | +3,578+8.1% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 104,788 | $11.2M | 0.9% | +9,678+10.2% | Added | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 219,803 | $10.8M | 0.8% | +32,685+17.5% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 30,444 | $10.7M | 0.8% | +7,646+33.5% | Added | History |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 242,845 | $10.2M | 0.8% | −39,832−14.1% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 3,630 | $10.1M | 0.8% | +366+11.2% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 44,322 | $10.1M | 0.8% | −294−0.7% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 3,571 | $9.97M | 0.8% | +107+3.1% | Added | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 177,728 | $9.44M | 0.7% | +19,372+12.2% | Added | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 204,218 | $8.64M | 0.7% | +9,083+4.7% | Added | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 105,976 | $8.22M | 0.6% | −5,453−4.9% | Reduced | – |
| TSLATesla, Inc. | Stock | 7,576 | $8.16M | 0.6% | −126−1.6% | Reduced | History |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 72,372 | $7.65M | 0.6% | −9,494−11.6% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 48,162 | $7.60M | 0.6% | −2,511−5.0% | Reduced | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 95,552 | $7.30M | 0.6% | +41,521+76.8% | Added | – |
| iShares Core S&P US Value ETF464287663 | ETF | 94,117 | $7.14M | 0.5% | +285+0.3% | Added | – |
| ABBVAbbVie Inc. | Stock | 43,669 | $7.08M | 0.5% | +1,190+2.8% | Added | History |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 93,046 | $7.06M | 0.5% | +47,028+102.2% | Added | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 183,177 | $7.02M | 0.5% | +55,710+43.7% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 33,706 | $6.92M | 0.5% | +5,531+19.6% | Added | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 50,370 | $6.90M | 0.5% | −10,004−16.6% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 23,464 | $6.75M | 0.5% | −297−1.2% | Reduced | – |
| GLDSPDR Gold Trust | ETF | 34,420 | $6.22M | 0.5% | +5,952+20.9% | Added | History |
| Sprott ETF Trust85210B102 | GOLD MINERS ETF | 180,607 | $5.96M | 0.5% | +24,813+15.9% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 14,229 | $5.91M | 0.4% | −877−5.8% | Reduced | – |
| DISWalt Disney Co | Stock | 40,685 | $5.58M | 0.4% | +3,438+9.2% | Added | History |
| HFROHighland Opportunities & Income Fund | HIGHLAND INCOME | 465,104 | $5.55M | 0.4% | +1,222+0.3% | Added | History |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 51,992 | $5.55M | 0.4% | −118,483−69.5% | Reduced | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 111,002 | $5.54M | 0.4% | +93,051+518.4% | Added | – |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 64,582 | $5.53M | 0.4% | +64,582 | New | – |
| iShares Tr464287150 | CORE S&P TTL STK | 51,498 | $5.20M | 0.4% | −3,659−6.6% | Reduced | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 108,273 | $5.11M | 0.4% | +8,607+8.6% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 103,093 | $4.95M | 0.4% | −41,778−28.8% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 45,597 | $4.92M | 0.4% | −11,406−20.0% | Reduced | – |
| DNPDNP Select Income Fund Inc | COM | 415,156 | $4.91M | 0.4% | +303,008+270.2% | Added | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 29,403 | $4.88M | 0.4% | −812−2.7% | Reduced | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 74,855 | $4.87M | 0.4% | −629−0.8% | Reduced | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 168,048 | $4.75M | 0.4% | −3,760−2.2% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 34,777 | $4.74M | 0.4% | +346+1.0% | Added | History |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 74,211 | $4.72M | 0.4% | −30,326−29.0% | Reduced | – |
| PGProcter & Gamble Co | Stock | 30,342 | $4.64M | 0.4% | +375+1.3% | Added | History |
| VVisa Inc. | Stock | 20,390 | $4.52M | 0.3% | +824+4.2% | Added | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 47,014 | $4.46M | 0.3% | −163−0.3% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 19,927 | $4.43M | 0.3% | +3,872+24.1% | Added | History |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 56,441 | $4.41M | 0.3% | −959−1.7% | Reduced | – |
| Strategy Shs86280R803 | DAY HAGAN SMART | 123,668 | $4.40M | 0.3% | +25,655+26.2% | Added | – |
| BABoeing Co | Stock | 22,442 | $4.30M | 0.3% | +36+0.2% | Added | History |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 60,180 | $4.24M | 0.3% | +2,873+5.0% | Added | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 27,736 | $4.23M | 0.3% | −1,244−4.3% | Reduced | – |
| JNJJohnson & Johnson | Stock | 22,969 | $4.07M | 0.3% | +2,225+10.7% | Added | History |
| SPDR Series Trust78464A128 | ST STR SP1500VT | 26,132 | $4.05M | 0.3% | +3,353+14.7% | Added | – |
| Vanguard Information Technology ETF92204A702 | ETF | 9,658 | $4.02M | 0.3% | +57+0.6% | Added | – |
| COSTCostco Wholesale Corp | Stock | 6,838 | $3.94M | 0.3% | +349+5.4% | Added | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 21,255 | $3.93M | 0.3% | −5,928−21.8% | Reduced | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 22,154 | $3.90M | 0.3% | +844+4.0% | Added | – |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 38,042 | $3.86M | 0.3% | −11,963−23.9% | Reduced | – |
| SLViShares Silver Trust | ETF | 168,116 | $3.85M | 0.3% | +3,191+1.9% | Added | History |
| HDHome Depot, Inc. | Stock | 12,803 | $3.83M | 0.3% | +379+3.1% | Added | History |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 43,420 | $3.83M | 0.3% | +15,068+53.1% | Added | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 36,381 | $3.75M | 0.3% | −5,594−13.3% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 13,259 | $3.68M | 0.3% | −1,362−9.3% | Reduced | – |
| LLYEli Lilly & Co | Stock | 12,633 | $3.62M | 0.3% | +455+3.7% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 64,759 | $3.60M | 0.3% | +3,094+5.0% | Added | – |
| VZVerizon Communications Inc | Stock | 70,517 | $3.59M | 0.3% | +3,916+5.9% | Added | History |
| MCDMcDonalds Corp | Stock | 14,525 | $3.59M | 0.3% | +849+6.2% | Added | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 93,592 | $3.59M | 0.3% | +8,119+9.5% | Added | – |
| WMTWalmart Inc. | Stock | 23,723 | $3.53M | 0.3% | −281−1.2% | Reduced | History |
| American Centy ETF Tr025072877 | US SML CP VALU | 43,811 | $3.50M | 0.3% | +2,177+5.2% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 89,179 | $3.45M | 0.3% | +16,288+22.3% | Added | – |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 52,093 | $3.37M | 0.3% | −9,819−15.9% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 20,559 | $3.33M | 0.3% | +537+2.7% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,200 | $3.27M | 0.2% | −2,292−15.8% | Reduced | – |
| iShares Core High Dividend ETF46429B663 | ETF | 30,497 | $3.26M | 0.2% | −1,398−4.4% | Reduced | – |
| CTASCintas Corp | Stock | 7,651 | $3.25M | 0.2% | 00.0% | Unchanged | History |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 168,575 | $3.21M | 0.2% | −26,573−13.6% | Reduced | – |
| iShares MSCI Eafe ETF464287465 | ETF | 42,243 | $3.11M | 0.2% | +1,613+4.0% | Added | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 41,158 | $3.06M | 0.2% | −14,114−25.5% | Reduced | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 63,033 | $3.05M | 0.2% | −55,855−47.0% | Reduced | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 25,775 | $2.99M | 0.2% | −16,114−38.5% | Reduced | – |
| PFEPfizer Inc | Stock | 57,615 | $2.98M | 0.2% | +4,014+7.5% | Added | History |
| Global X Uranium ETF37954Y871 | ETF | 113,100 | $2.96M | 0.2% | +14,734+15.0% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 34,509 | $2.85M | 0.2% | +4,693+15.7% | Added | History |
| TAT&T Inc. | Stock | 119,476 | $2.82M | 0.2% | −3,844−3.1% | Reduced | History |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 60,212 | $2.78M | 0.2% | −1,130−1.8% | Reduced | – |
| MAMastercard Inc | Stock | 7,771 | $2.78M | 0.2% | +305+4.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 4,400 | $2.77M | 0.2% | +1,202+37.6% | Added | History |
Sold out since Q4 2021 (113)
Positions held at the end of Q4 2021 that are gone from this filing.
The largest 100 of 113 by value last quarter.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33734G108 | COM | 447,529 | $14.6M | 1.1% | – |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 285,063 | $14.4M | 1.1% | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 68,109 | $1.72M | 0.1% | – |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | 73,402 | $1.71M | 0.1% | – |
| First Tr Exchange-Traded FD33734X168 | MATERIALS ALPH | 22,032 | $1.37M | 0.1% | – |
| First Tr Exchange Traded FD33738R696 | DORSEYWRIGHT MOM | 39,664 | $1.34M | 0.1% | – |
| MMacy's, Inc. | COM | 50,685 | $1.33M | 0.1% | History |
| APTVAptiv PLC | SHS | 6,975 | $1.15M | 0.1% | History |
| COINCoinbase Global, Inc. | COM CL A | 4,318 | $1.09M | 0.1% | History |
| WSCWillScot Holdings Corp | COM CL A | 25,050 | $1.02M | 0.1% | History |
| XERSXeris Biopharma Holdings, Inc. | COM | 342,897 | $1.00M | 0.1% | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 34,326 | $994.0K | 0.1% | – |
| PWRQuanta Services, Inc. | COM | 8,514 | $976.0K | 0.1% | History |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 17,861 | $923.0K | 0.1% | – |
| GEGeneral Electric Co | Stock | 9,529 | $900.0K | 0.1% | History |
| iShares Core MSCI Europe ETF46434V738 | ETF | 14,668 | $853.0K | 0.1% | – |
| SPSCSPS Commerce Inc | COM | 5,503 | $783.0K | 0.1% | History |
| IAUiShares Gold Trust | ETF | 21,214 | $738.0K | 0.1% | History |
| GDDYGoDaddy Inc. | CL A | 7,950 | $675.0K | <0.1% | History |
| Kirkland Lake Gold Ltd49741E100 | COM | 16,080 | $675.0K | <0.1% | – |
| iShares Tr464287580 | US CONSUM DISCRE | 7,864 | $661.0K | <0.1% | – |
| SNAPSnap Inc | Stock | 13,754 | $647.0K | <0.1% | History |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 29,438 | $632.0K | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 27,743 | $593.0K | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E453 | PURBTA MSCI SM | 14,740 | $579.0K | <0.1% | – |
| AIMCAltra Industrial Motion Corp. | COM | 11,140 | $575.0K | <0.1% | History |
| MRVLMarvell Technology, Inc. | COM | 6,256 | $547.0K | <0.1% | History |
| ARCHArch Resources, Inc. | CL A | 5,582 | $510.0K | <0.1% | History |
| IAAIAA, Inc. | COM | 10,017 | $507.0K | <0.1% | History |
| WCCWesco International Inc | COM | 3,414 | $449.0K | <0.1% | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,993 | $429.0K | <0.1% | – |
| iShares Tr464287515 | EXPANDED TECH | 1,036 | $412.0K | <0.1% | – |
| SWKSSkyworks Solutions, Inc. | Stock | 2,534 | $393.0K | <0.1% | History |
| PPLIPeople Inc | COM NEW | 2,995 | $391.0K | <0.1% | History |
| WisdomTree Tr97717Y691 | CLOUD COMPUTNG | 7,459 | $387.0K | <0.1% | – |
| RIVNRivian Automotive, Inc. | Stock | 3,673 | $381.0K | <0.1% | History |
| RXSTRxSight, Inc. | COM | 33,450 | $376.0K | <0.1% | History |
| INFOIHS Markit Ltd. | SHS | 2,794 | $371.0K | <0.1% | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 16,828 | $339.0K | <0.1% | History |
| PGTIPGT Innovations, Inc. | COM | 14,806 | $333.0K | <0.1% | History |
| FTNTFortinet, Inc. | Stock | 924 | $332.0K | <0.1% | History |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 8,974 | $324.0K | <0.1% | – |
| ASANAsana, Inc. | CL A | 4,349 | $324.0K | <0.1% | History |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 1,069 | $322.0K | <0.1% | – |
| PENNPENN Entertainment, Inc. | COM | 6,063 | $314.0K | <0.1% | History |
| ASTSAST SpaceMobile, Inc. | COM CL A | 38,386 | $305.0K | <0.1% | History |
| iShares Tr46435U192 | GENOMICS IMMUN | 6,964 | $305.0K | <0.1% | – |
| BBYBest Buy Co Inc | Stock | 2,981 | $303.0K | <0.1% | History |
| MOSMosaic Co | COM | 7,715 | $303.0K | <0.1% | History |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 4,923 | $295.0K | <0.1% | – |
| STEMStem, Inc. | CL A | 15,330 | $291.0K | <0.1% | History |
| PPGPPG Industries Inc | Stock | 1,659 | $286.0K | <0.1% | History |
| ITGartner Inc | COM | 851 | $285.0K | <0.1% | History |
| CERNCERNER Corp | COM | 3,072 | $285.0K | <0.1% | History |
| iShares Tr464288752 | US HOME CONS ETF | 3,234 | $268.0K | <0.1% | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 726 | $268.0K | <0.1% | – |
| BIIBBiogen Inc. | COM | 1,111 | $267.0K | <0.1% | History |
| BKNGBooking Holdings Inc. | Stock | 111 | $266.0K | <0.1% | History |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 10,332 | $262.0K | <0.1% | – |
| ETF Managers Tr26924G813 | AI POWERED EQT | 6,187 | $259.0K | <0.1% | – |
| HFCHollyFrontier Corp | COM | 7,728 | $253.0K | <0.1% | History |
| EQCEQC Liquidating Trust | COM SH BEN INT | 9,737 | $252.0K | <0.1% | History |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 4,139 | $250.0K | <0.1% | History |
| ALGNAlign Technology Inc | COM | 378 | $248.0K | <0.1% | History |
| DGDollar General Corp | COM | 1,034 | $244.0K | <0.1% | History |
| SPDR Series Trust78464A714 | ST STR SP RETAIL | 2,702 | $244.0K | <0.1% | – |
| PATHUiPath, Inc. | Stock | 5,635 | $243.0K | <0.1% | History |
| EVAEnviva, LLC | COM UNIT | 3,442 | $242.0K | <0.1% | History |
| Global X FDS37950E408 | MSCI CHINA CNSMR | 9,339 | $242.0K | <0.1% | – |
| SHOOSteven Madden, Ltd. | COM | 5,166 | $240.0K | <0.1% | History |
| Pacer FDS Tr69374H766 | INDUSTRIAL RELET | 4,262 | $239.0K | <0.1% | – |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 4,286 | $234.0K | <0.1% | – |
| EAElectronic Arts Inc. | COM | 1,760 | $232.0K | <0.1% | History |
| MSTRStrategy Inc | Stock | 423 | $230.0K | <0.1% | History |
| EBAYeBay Inc | COM | 3,459 | $230.0K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 8,381 | $227.0K | <0.1% | – |
| DBRGDigitalBridge Group, Inc. | CL A COM | 27,291 | $227.0K | <0.1% | History |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 4,496 | $226.0K | <0.1% | – |
| CARRCarrier Global Corp | Stock | 4,147 | $225.0K | <0.1% | History |
| TELTE Connectivity plc | REG SHS | 1,386 | $224.0K | <0.1% | History |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 5,294 | $223.0K | <0.1% | – |
| TTCToro Co | COM | 2,207 | $220.0K | <0.1% | History |
| AJRDAerojet Rocketdyne Holdings, Inc. | COM | 4,700 | $220.0K | <0.1% | History |
| STWDStarwood Property Trust, Inc. | COM | 8,946 | $217.0K | <0.1% | History |
| AAgilent Technologies, Inc. | COM | 1,355 | $216.0K | <0.1% | History |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 1,738 | $216.0K | <0.1% | – |
| POOLPool Corp | COM | 378 | $214.0K | <0.1% | History |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 4,490 | $213.0K | <0.1% | – |
| Nuvei Corp67079A102 | COM | 3,267 | $212.0K | <0.1% | – |
| BHP Group Ltd05545E209 | SPONSORED ADR | 3,524 | $211.0K | <0.1% | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 4,163 | $210.0K | <0.1% | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 5,935 | $210.0K | <0.1% | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 4,662 | $210.0K | <0.1% | – |
| First Tr Exch TRD Alphdx FD33737J182 | EMERG MKT ALPH | 7,993 | $209.0K | <0.1% | – |
| USBUS Bancorp DE | COM NEW | 3,718 | $209.0K | <0.1% | History |
| VFCV F Corp | Stock | 2,816 | $206.0K | <0.1% | History |
| CNICanadian National Railway Co | Stock | 1,658 | $204.0K | <0.1% | History |
| NNNNNN REIT, Inc. | REIT | 4,220 | $203.0K | <0.1% | History |
| Vanguard Total World Stock ETF922042742 | ETF | 1,883 | $202.0K | <0.1% | – |
| SPDR Series Trust78464A144 | ST STR CORPO ETF | 5,809 | $202.0K | <0.1% | – |