AE Wealth Management LLC
- SEC CIK
- 0001697723
- Latest filing
- Aug 3, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 13, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 2,591
- +138 vs. Q4 2025
- Portfolio value
- $18.5B
- +$1.07B (+6.1%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 3,604,413 | $628.5M | 3.4% | +532,620+17.3% | Added | History |
| AAPLApple Inc. | Stock | 2,418,374 | $613.8M | 3.3% | +267,540+12.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 1,284,331 | $475.4M | 2.6% | +252,790+24.5% | Added | History |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 7,914,443 | $386.7M | 2.1% | +431,745+5.8% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 535,640 | $349.9M | 1.9% | +28,692+5.7% | Added | – |
| AMZNAmazon Com Inc | Stock | 1,596,626 | $332.5M | 1.8% | +88,725+5.9% | Added | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,069,038 | $300.5M | 1.6% | +126,353+4.3% | Added | – |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 6,535,001 | $271.5M | 1.5% | +445,942+7.3% | Added | – |
| GOOGLAlphabet Inc. | Stock | 874,394 | $251.4M | 1.4% | −17,438−2.0% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 724,608 | $224.3M | 1.2% | +106,914+17.3% | Added | History |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 7,945,409 | $208.2M | 1.1% | +1,466,190+22.6% | Added | – |
| METAMeta Platforms, Inc. | Stock | 359,570 | $205.7M | 1.1% | +12,019+3.5% | Added | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 3,586,411 | $202.9M | 1.1% | +87,233+2.5% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 317,194 | $189.5M | 1.0% | −21,086−6.2% | Reduced | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,892,589 | $174.6M | 0.9% | +410,522+27.7% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 1,002,282 | $170.0M | 0.9% | +32,872+3.4% | Added | History |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 658,865 | $164.0M | 0.9% | +20,741+3.3% | Added | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,847,371 | $141.4M | 0.8% | +418,267+29.3% | Added | – |
| Capitol Ser Tr14064D444 | STERLING CAP ENH | 5,492,991 | $137.8M | 0.7% | +213,513+4.0% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 463,812 | $136.4M | 0.7% | −52,795−10.2% | Reduced | History |
| JNJJohnson & Johnson | Stock | 547,306 | $133.8M | 0.7% | +57,171+11.7% | Added | History |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 2,640,486 | $133.0M | 0.7% | +108,777+4.3% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 276,221 | $132.4M | 0.7% | +10,338+3.9% | Added | History |
| Aim ETF Products Trust00888H877 | ALLIANZIM US EQT | 3,917,163 | $132.3M | 0.7% | −15,143−0.4% | Reduced | – |
| Sterling Cap FDS85917K454 | CAP HEDGED EQT P | 5,542,593 | $130.6M | 0.7% | +5,542,593 | New | – |
| Aim ETF Products Trust00888H521 | ALLIANZIM US EQU | 4,738,733 | $126.0M | 0.7% | +7,226+0.2% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,306,747 | $118.3M | 0.6% | +302,188+30.1% | Added | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 1,219,055 | $117.0M | 0.6% | +134,745+12.4% | Added | – |
| CSCOCisco Systems, Inc. | Stock | 1,457,240 | $113.1M | 0.6% | +125,697+9.4% | Added | History |
| WMTWalmart Inc. | Stock | 904,807 | $112.4M | 0.6% | +33,230+3.8% | Added | History |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 1,297,885 | $112.3M | 0.6% | −9,631−0.7% | Reduced | – |
| PMPhilip Morris International Inc. | Stock | 653,199 | $108.0M | 0.6% | +128,152+24.4% | Added | History |
| MCDMcDonalds Corp | Stock | 344,786 | $107.2M | 0.6% | +59,593+20.9% | Added | History |
| TSLATesla, Inc. | Stock | 283,759 | $105.5M | 0.6% | +32,251+12.8% | Added | History |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 2,335,738 | $105.4M | 0.6% | +78,560+3.5% | Added | – |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 1,103,019 | $102.9M | 0.6% | +136,414+14.1% | Added | – |
| iShares Tr464289420 | RUS TP200 VL ETF | 1,103,108 | $102.2M | 0.6% | +22,001+2.0% | Added | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 1,004,333 | $101.0M | 0.5% | +43,816+4.6% | Added | – |
| Sterling Cap FDS85917K462 | CAPITAL MULTI | 4,000,621 | $100.0M | 0.5% | +4,000,621 | New | – |
| MAMastercard Inc | Stock | 200,129 | $100.0M | 0.5% | +10,577+5.6% | Added | History |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 1,688,841 | $99.8M | 0.5% | +317,477+23.2% | Added | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 967,416 | $97.4M | 0.5% | +328,427+51.4% | Added | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 1,379,183 | $97.0M | 0.5% | +1,205,391+693.6% | Added | – |
| MUMicron Technology Inc | Stock | 276,532 | $93.4M | 0.5% | −44,702−13.9% | Reduced | History |
| VVisa Inc. | Stock | 302,052 | $91.3M | 0.5% | +19,709+7.0% | Added | History |
| Avantis Emerging Markets Ex-Chn Eq ETF02507A101 | SHS | 1,340,053 | $90.6M | 0.5% | +294,090+28.1% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 1,296,578 | $90.4M | 0.5% | −423,027−24.6% | Reduced | – |
| Sterling Cap FDS85917K470 | NATIONAL MUNI BD | 3,574,557 | $88.9M | 0.5% | +3,574,557 | New | – |
| Fidelity MSCI Materials Index ETF316092881 | ETF | 1,524,735 | $87.9M | 0.5% | +196,027+14.8% | Added | – |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 2,223,975 | $85.6M | 0.5% | −1,663−0.1% | Reduced | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 3,646,782 | $83.5M | 0.5% | +216,100+6.3% | Added | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 960,579 | $81.8M | 0.4% | +101,781+11.9% | Added | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 714,893 | $80.9M | 0.4% | +4,325+0.6% | Added | – |
| PIMCO ETF Tr72201R577 | ULTR SH GO AC FD | 781,091 | $78.9M | 0.4% | −222,282−22.2% | Reduced | – |
| iShares S&P 500 Value ETF464287408 | ETF | 371,946 | $78.5M | 0.4% | −11,123−2.9% | Reduced | – |
| Fidelity Covington Trust316092378 | FIDELITY US MLTF | 2,100,401 | $77.3M | 0.4% | +158,006+8.1% | Added | – |
| AMDAdvanced Micro Devices Inc | Stock | 378,911 | $77.1M | 0.4% | +55,247+17.1% | Added | History |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 1,314,475 | $76.5M | 0.4% | −97,384−6.9% | Reduced | – |
| PLTRPalantir Technologies Inc. | Stock | 521,999 | $76.4M | 0.4% | +11,300+2.2% | Added | History |
| PGProcter & Gamble Co | Stock | 513,197 | $74.1M | 0.4% | −141,741−21.6% | Reduced | History |
| CVXChevron Corp | Stock | 349,096 | $72.2M | 0.4% | −181,502−34.2% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 329,432 | $71.6M | 0.4% | +35,412+12.0% | Added | History |
| BlackRock ETF Trust09290C764 | ISHA IN CTRY ETF | 2,215,558 | $71.2M | 0.4% | +2,215,558 | New | – |
| AMATApplied Materials Inc | Stock | 203,750 | $69.6M | 0.4% | −34,253−14.4% | Reduced | History |
| Aim ETF Products Trust00888H687 | ALLIANZIM US EQT | 2,191,080 | $69.2M | 0.4% | −2,255−0.1% | Reduced | – |
| iShares Tr464288877 | EAFE VALUE ETF | 929,760 | $69.1M | 0.4% | −120,979−11.5% | Reduced | – |
| Flexshares Tr33939L761 | CR SCD US BD | 1,367,312 | $66.5M | 0.4% | +107,787+8.6% | Added | – |
| IBMInternational Business Machines Corp | Stock | 269,856 | $65.4M | 0.4% | +158,241+141.8% | Added | History |
| iShares Tr464289479 | CORE LT USDB ETF | 1,302,828 | $63.8M | 0.3% | +81,686+6.7% | Added | – |
| Elevation Series Trust210322608 | TRUE SE BUFF ETF | 2,542,160 | $63.6M | 0.3% | +111,408+4.6% | Added | – |
| Ssga Active Tr78470P630 | SST BRIDGEWATER | 2,171,693 | $62.7M | 0.3% | +935,720+75.7% | Added | – |
| CCitigroup Inc | Stock | 545,229 | $61.8M | 0.3% | +257,479+89.5% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 95,114 | $61.7M | 0.3% | −72,475−43.2% | Reduced | History |
| SPDR Series Trust78464A144 | ST STR CORPO ETF | 2,120,579 | $61.6M | 0.3% | +145,679+7.4% | Added | – |
| First Tr Exchng Traded FD VI33740U711 | FT VEST U.S EQT | 1,598,419 | $60.9M | 0.3% | −8,123−0.5% | Reduced | – |
| INTUIntuit Inc. | Stock | 140,022 | $60.5M | 0.3% | +132,522+1,767.0% | Added | History |
| Bondbloxx ETF Trust09789C861 | BLOOMBERG ONE YR | 1,221,856 | $60.5M | 0.3% | +58,773+5.1% | Added | – |
| COSTCostco Wholesale Corp | Stock | 59,645 | $59.4M | 0.3% | −15,025−20.1% | Reduced | History |
| LENLennar Corp | CL A | 681,157 | $59.2M | 0.3% | +402,950+144.8% | Added | History |
| BACBank of America Corp | Stock | 1,212,887 | $59.1M | 0.3% | −295,942−19.6% | Reduced | History |
| ORCLOracle Corp | Stock | 398,793 | $58.7M | 0.3% | +163,862+69.7% | Added | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 301,971 | $57.9M | 0.3% | −22,515−6.9% | Reduced | – |
| iShares Tr464288588 | MBS ETF | 590,739 | $56.1M | 0.3% | +18,428+3.2% | Added | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 380,308 | $55.4M | 0.3% | +2,827+0.7% | Added | – |
| LLYEli Lilly & Co | Stock | 60,031 | $55.2M | 0.3% | −29,966−33.3% | Reduced | History |
| AMGNAmgen Inc | Stock | 155,744 | $54.8M | 0.3% | +21,612+16.1% | Added | History |
| NFLXNetflix Inc | Stock | 568,036 | $54.6M | 0.3% | +89,287+18.7% | Added | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 490,392 | $54.6M | 0.3% | −29,329−5.6% | Reduced | – |
| Aim ETF Products Trust00888H836 | US LRG CP BUF10 | 1,493,774 | $53.1M | 0.3% | −19,395−1.3% | Reduced | – |
| VZVerizon Communications Inc | Stock | 1,049,416 | $52.7M | 0.3% | −315,710−23.1% | Reduced | History |
| LRCXLam Research Corp | Stock | 245,663 | $52.5M | 0.3% | +45,957+23.0% | Added | History |
| CRMSalesforce, Inc. | Stock | 277,423 | $51.8M | 0.3% | +45,726+19.7% | Added | History |
| HDHome Depot, Inc. | Stock | 157,424 | $51.8M | 0.3% | +47,312+43.0% | Added | History |
| WFCWells Fargo & Company | Stock | 642,162 | $51.1M | 0.3% | +31,190+5.1% | Added | History |
| ACNAccenture plc | Stock | 255,879 | $50.7M | 0.3% | +151,364+144.8% | Added | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 558,877 | $48.4M | 0.3% | +330,735+145.0% | Added | – |
| MSMorgan Stanley | Stock | 293,965 | $48.4M | 0.3% | +139,071+89.8% | Added | History |
| Elevation Series Trust210322665 | TRUESHARES CONVX | 1,725,082 | $47.3M | 0.3% | +109,196+6.8% | Added | – |
| PFEPfizer Inc | Stock | 1,665,681 | $46.8M | 0.3% | +211,119+14.5% | Added | History |
| RTXRTX Corp | Stock | 233,882 | $45.1M | 0.2% | +15,833+7.3% | Added | History |
Sold out since Q4 2025 (142)
Positions held at the end of Q4 2025 that are gone from this filing.
The largest 100 of 142 by value last quarter.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| LLoews Corp | COM | 49,460 | $5.21M | <0.1% | History |
| MATMattel Inc | COM | 249,391 | $4.95M | <0.1% | History |
| TGNATegna Inc | COM | 123,135 | $2.39M | <0.1% | History |
| Aim ETF Products Trust00888H489 | ALLIANZIM US EQU | 75,285 | $2.09M | <0.1% | – |
| WHRWhirlpool Corp | Stock | 28,149 | $2.03M | <0.1% | History |
| SEISolaris Energy Infrastructure, Inc. | COM CL A | 44,042 | $2.02M | <0.1% | History |
| MDBMongoDB, Inc. | CL A | 2,820 | $1.18M | <0.1% | History |
| CMAComerica Inc | COM | 13,200 | $1.15M | <0.1% | History |
| RPRXRoyalty Pharma plc | SHS CLASS A | 26,050 | $1.01M | <0.1% | History |
| Elevation Series Trust210322723 | TRUESHARES ACTIV | 45,317 | $928.3K | <0.1% | – |
| Elevation Series Trust210322871 | TRUESHARES STRUC | 24,144 | $908.9K | <0.1% | – |
| OLEDUniversal Display Corp | COM | 7,722 | $901.8K | <0.1% | History |
| TEAMAtlassian Corp | CL A | 4,938 | $800.7K | <0.1% | History |
| CPRTCopart Inc | COM | 19,390 | $759.1K | <0.1% | History |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 3,198 | $705.5K | <0.1% | – |
| SAIASaia Inc | COM | 2,061 | $673.0K | <0.1% | History |
| ITICInvestors Title Co | COM | 2,124 | $530.4K | <0.1% | History |
| THCTenet Healthcare Corp | COM NEW | 2,610 | $518.7K | <0.1% | History |
| ERIEErie Indemnity Co | CL A | 1,802 | $516.5K | <0.1% | History |
| SXTSensient Technologies Corp | COM | 4,851 | $455.8K | <0.1% | History |
| SLVMSylvamo Corp | COMMON STOCK | 9,361 | $450.7K | <0.1% | History |
| GWREGuidewire Software, Inc. | COM | 2,024 | $406.8K | <0.1% | History |
| WTRGEssential Utilities, Inc. | COM | 10,598 | $406.5K | <0.1% | History |
| DEODiageo PLC | SPON ADR NEW | 4,693 | $404.9K | <0.1% | History |
| CSGSCSG Systems International Inc | COM | 4,840 | $371.3K | <0.1% | History |
| IVTInvenTrust Properties Corp. | COM NEW | 13,100 | $369.5K | <0.1% | History |
| SHLSShoals Technologies Group, Inc. | CL A | 41,553 | $353.2K | <0.1% | History |
| Tidal ETF Tr88634T782 | II YIELDMAX NFLX | 29,202 | $350.7K | <0.1% | – |
| IONSIonis Pharmaceuticals Inc | COM | 4,403 | $348.3K | <0.1% | History |
| ADArray Digital Infrastructure, Inc. | COM | 6,182 | $331.5K | <0.1% | History |
| HLIHoulihan Lokey, Inc. | CL A | 1,898 | $330.6K | <0.1% | History |
| SSRMSSR Mining Inc. | Stock | 14,056 | $308.1K | <0.1% | History |
| MFCManulife Financial Corp | COM | 8,306 | $301.4K | <0.1% | History |
| HUMHumana Inc | Stock | 1,152 | $295.1K | <0.1% | History |
| RACEFerrari N.V. | COM | 791 | $292.4K | <0.1% | History |
| CELHCelsius Holdings, Inc. | COM NEW | 6,241 | $285.4K | <0.1% | History |
| Direxion Shs ETF Tr25459W847 | DLY SMCAP BULL3X | 6,113 | $278.4K | <0.1% | – |
| GLDDGreat Lakes Dredge & Dock CORP | COM | 20,917 | $274.4K | <0.1% | History |
| WYNNWynn Resorts Ltd | COM | 2,230 | $268.3K | <0.1% | History |
| EPAMEPAM Systems, Inc. | COM | 1,309 | $268.2K | <0.1% | History |
| UHALU-Haul Holding Co | COM | 5,289 | $266.6K | <0.1% | History |
| YUMCYum China Holdings, Inc. | COM | 5,390 | $257.3K | <0.1% | History |
| TTDTrade Desk, Inc. | Stock | 6,710 | $254.7K | <0.1% | History |
| HIMSHims & Hers Health, Inc. | Stock | 7,729 | $251.0K | <0.1% | History |
| Gmo ETF Trust90139K100 | US QUALITY ETF | 6,462 | $248.5K | <0.1% | – |
| MPLXMPLX LP | COM UNIT REP LTD | 4,605 | $245.8K | <0.1% | History |
| DKSDick's Sporting Goods, Inc. | Stock | 1,206 | $238.8K | <0.1% | History |
| SPSCSPS Commerce Inc | COM | 2,646 | $235.8K | <0.1% | History |
| NWNNorthwest Natural Holding Co | COM | 4,942 | $231.0K | <0.1% | History |
| ETHEGrayscale Ethereum Staking ETF | ETF | 9,349 | $227.8K | <0.1% | History |
| Profesionally Managed Portfo74316P579 | AKRE FOCUS ETF | 3,473 | $227.5K | <0.1% | – |
| ANFAbercrombie & Fitch Co | CL A | 1,797 | $226.2K | <0.1% | History |
| GLGlobe Life Inc. | COM | 1,566 | $219.0K | <0.1% | History |
| ELFe.l.f. Beauty, Inc. | COM | 2,876 | $218.7K | <0.1% | History |
| PLMRPalomar Holdings, Inc. | Stock | 1,622 | $218.6K | <0.1% | History |
| LTCLTC Properties Inc | REIT | 6,343 | $218.1K | <0.1% | History |
| OZBelpointe PREP, LLC | UNIT RP LTD LB A | 3,280 | $213.3K | <0.1% | History |
| ZBRAZebra Technologies Corp | CL A | 874 | $212.2K | <0.1% | History |
| KMXCarMax Inc | COM | 5,490 | $212.1K | <0.1% | History |
| APAMArtisan Partners Asset Management Inc. | CL A | 5,144 | $209.6K | <0.1% | History |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 5,130 | $206.4K | <0.1% | – |
| FISFidelity National Information Services, Inc. | Stock | 3,045 | $202.4K | <0.1% | History |
| CWKCushman & Wakefield Ltd. | COMMON SHARES | 10,480 | $169.7K | <0.1% | History |
| Tidal Trust II88636X732 | YIELDMAX MSTR OP | 5,346 | $158.2K | <0.1% | – |
| ASLEAerSale Corp | COM | 21,917 | $155.8K | <0.1% | History |
| Etfis Ser Tr I26923G806 | VIRTUS REAVES UT | 1,878 | $148.3K | <0.1% | – |
| ALITAlight, Inc. / Delaware | COM CL A | 63,167 | $123.2K | <0.1% | History |
| UHAL.BU-Haul Holding Co | COM SER N | 2,518 | $117.7K | <0.1% | History |
| Tidal Trust II88636X856 | YIELDMAX COIN OP | 2,741 | $107.9K | <0.1% | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 2,843 | $101.9K | <0.1% | – |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | COM | 10,684 | $101.8K | <0.1% | History |
| TTECTTEC Holdings, Inc. | COM | 27,553 | $99.2K | <0.1% | History |
| USALiberty All Star Equity Fund | SH BEN INT | 10,020 | $62.9K | <0.1% | History |
| John Hancock Exchange Traded47804J834 | MULTFCTR EMRNG | 1,861 | $61.2K | <0.1% | – |
| SEERSeer, Inc. | COM CL A | 32,513 | $59.5K | <0.1% | History |
| Etfis Ser Tr I26923G822 | VIRTUS INFRCAP | 2,643 | $57.0K | <0.1% | – |
| Etfis Ser Tr I26923G707 | VIRTUS NEWFLEET | 1,685 | $38.8K | <0.1% | – |
| ETF Opportunities Trust26923N819 | T REX 2X LONG | 2,240 | $38.3K | <0.1% | – |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 2,350 | $33.2K | <0.1% | – |
| WisdomTree Tr97717W844 | GLOB EX US QU FD | 788 | $32.5K | <0.1% | – |
| J P Morgan Exchange Traded F46641Q241 | BETABUILDERS US | 662 | $30.7K | <0.1% | – |
| Flexshares Tr33939L779 | DISCP DUR MBS | 1,396 | $29.0K | <0.1% | – |
| J P Morgan Exchange-Traded F46641Q340 | BETABUILDERS US | 263 | $28.1K | <0.1% | – |
| First Tr Exchange-Traded FD33739Q507 | SSI STRG ETF | 652 | $28.1K | <0.1% | – |
| Global X FDS37954Y269 | NASDQ 100 CVRDGW | 980 | $26.7K | <0.1% | – |
| Etfis Ser Tr I26923G400 | INFRACP REIT PFD | 1,370 | $24.7K | <0.1% | – |
| Two RDS Shared Tr90214Q485 | ANFIELD ENHANCED | 2,346 | $24.3K | <0.1% | – |
| Tidal Trust II88636X708 | YIELDMAX ULTRA O | 594 | $22.2K | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J437 | INTL DEV DYNAMIC | 734 | $21.9K | <0.1% | – |
| Innovator ETFs Tr II S&P High45783Y822 | ETF | 1,200 | $21.1K | <0.1% | – |
| John Hancock Exchange Traded47804J818 | CORPORATE BD | 880 | $18.9K | <0.1% | – |
| Tidal Trust II88636X880 | YIELDMAX TSLA OP | 497 | $18.7K | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E586 | KBW PPTY CASUT | 134 | $17.1K | <0.1% | – |
| Listed FD Tr53656F888 | SHARES SML CAP | 466 | $16.6K | <0.1% | – |
| Alps ETF Tr00162Q593 | MED BREAKTHGH | 280 | $14.3K | <0.1% | – |
| Tidal Trust II88636X807 | YIELDMAX INNOVAT | 368 | $13.4K | <0.1% | – |
| J P Morgan Exchange-Traded F46641Q290 | BETABUILDERS US | 172 | $12.8K | <0.1% | – |
| WisdomTree Tr97717Y535 | EMERGING MKT EXC | 370 | $12.0K | <0.1% | – |
| Innovator ETFs Tr45783Y830 | US EQTY ACCELRTD | 333 | $11.1K | <0.1% | – |
| Profesionally Managed Portfo74316P637 | CONGRESS LRG CAP ADDED | 284 | $10.8K | <0.1% | – |