BCS Wealth Management
- SEC CIK
- 0001798172
- Latest filing
- Jul 16, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 17, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 248
- −104 vs. Q4 2025
- Portfolio value
- $489.9M
- −$500.2M (−50.5%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 81,087 | $48.5M | 9.9% | −70,728−46.6% | Reduced | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 678,434 | $17.4M | 3.6% | −666,366−49.6% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 666,281 | $16.5M | 3.4% | −645,634−49.2% | Reduced | – |
| PGProcter & Gamble Co | Stock | 95,712 | $13.8M | 2.8% | −96,850−50.3% | Reduced | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 131,879 | $13.1M | 2.7% | −114,929−46.6% | Reduced | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 147,074 | $11.7M | 2.4% | −140,958−48.9% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 118,612 | $11.6M | 2.4% | −101,951−46.2% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 197,332 | $11.2M | 2.3% | −165,249−45.6% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 532,800 | $10.4M | 2.1% | −565,196−51.5% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46139W825 | BUL 2033 COR ETF | 432,811 | $9.15M | 1.9% | −441,362−50.5% | Reduced | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 90,796 | $8.56M | 1.7% | −70,504−43.7% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 390,815 | $7.67M | 1.6% | −409,400−51.2% | Reduced | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 269,852 | $7.52M | 1.5% | −199,702−42.5% | Reduced | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 76,934 | $7.10M | 1.4% | −57,415−42.7% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46139W783 | BULL 2034 CO ETF | 339,077 | $7.02M | 1.4% | −327,143−49.1% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 223,963 | $6.87M | 1.4% | −238,824−51.6% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 333,416 | $6.81M | 1.4% | −329,080−49.7% | Reduced | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 134,139 | $6.12M | 1.2% | −126,209−48.5% | Reduced | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 30,284 | $5.94M | 1.2% | −28,061−48.1% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46139W767 | BULLETSHARE 2034 | 231,468 | $5.61M | 1.1% | −133,755−36.6% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 12,582 | $5.50M | 1.1% | −12,253−49.3% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 284,033 | $5.30M | 1.1% | −262,559−48.0% | Reduced | – |
| RGLDRoyal Gold Inc | Stock | 20,679 | $5.26M | 1.1% | −20,607−49.9% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46139W858 | BULLETSHS 2032 | 245,987 | $5.06M | 1.0% | −248,149−50.2% | Reduced | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 173,257 | $5.04M | 1.0% | −186,102−51.8% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J429 | BULETSHS 2031 CP | 305,460 | $5.03M | 1.0% | −315,412−50.8% | Reduced | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 94,554 | $4.93M | 1.0% | −83,404−46.9% | Reduced | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 100,113 | $4.90M | 1.0% | −40,225−28.7% | Reduced | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 76,580 | $4.79M | 1.0% | −77,512−50.3% | Reduced | – |
| AAPLApple Inc. | Stock | 18,621 | $4.73M | 1.0% | −18,969−50.5% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 279,332 | $4.67M | 1.0% | −275,570−49.7% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 14,556 | $4.67M | 1.0% | −8,932−38.0% | Reduced | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 114,488 | $4.59M | 0.9% | −124,996−52.2% | Reduced | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 18,624 | $3.83M | 0.8% | −14,333−43.5% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,555 | $3.78M | 0.8% | −7,025−51.7% | Reduced | – |
| NVDANVIDIA Corp | Stock | 19,900 | $3.47M | 0.7% | −20,258−50.4% | Reduced | History |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 29,448 | $3.38M | 0.7% | −22,956−43.8% | Reduced | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 12,574 | $2.99M | 0.6% | −11,443−47.6% | Reduced | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 118,319 | $2.97M | 0.6% | −151,563−56.2% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,496 | $2.92M | 0.6% | −4,219−48.4% | Reduced | History |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 61,787 | $2.89M | 0.6% | −64,253−51.0% | Reduced | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 92,882 | $2.86M | 0.6% | −97,537−51.2% | Reduced | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 26,360 | $2.79M | 0.6% | −28,760−52.2% | Reduced | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 56,777 | $2.53M | 0.5% | −58,149−50.6% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 36,178 | $2.52M | 0.5% | −43,193−54.4% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46139W759 | BULLETSHARES | 121,711 | $2.50M | 0.5% | −109,657−47.4% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 6,452 | $2.39M | 0.5% | −9,112−58.5% | Reduced | History |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 55,377 | $2.37M | 0.5% | −59,103−51.6% | Reduced | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 49,484 | $2.29M | 0.5% | −30,018−37.8% | Reduced | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 52,045 | $2.21M | 0.5% | −52,977−50.4% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 10,594 | $2.21M | 0.5% | −10,312−49.3% | Reduced | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 8,255 | $2.16M | 0.4% | −7,979−49.1% | Reduced | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 46,208 | $2.12M | 0.4% | −49,302−51.6% | Reduced | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 45,101 | $2.02M | 0.4% | −52,579−53.8% | Reduced | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 64,330 | $1.96M | 0.4% | −67,628−51.2% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 15,965 | $1.92M | 0.4% | −15,991−50.0% | Reduced | History |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 41,571 | $1.88M | 0.4% | −41,351−49.9% | Reduced | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 48,932 | $1.87M | 0.4% | −25,427−34.2% | Reduced | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 11,962 | $1.86M | 0.4% | −11,962−50.0% | Reduced | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 45,978 | $1.83M | 0.4% | −47,904−51.0% | Reduced | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 36,529 | $1.80M | 0.4% | −40,239−52.4% | Reduced | – |
| Putnam ETF Trust746729797 | FRANKLIN MUNI | 225,776 | $1.76M | 0.4% | −225,776−50.0% | Reduced | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 56,705 | $1.76M | 0.4% | −56,185−49.8% | Reduced | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 21,853 | $1.69M | 0.3% | −22,021−50.2% | Reduced | – |
| LLYEli Lilly & Co | Stock | 1,825 | $1.68M | 0.3% | −1,815−49.9% | Reduced | History |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 50,773 | $1.65M | 0.3% | −32,706−39.2% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 5,629 | $1.62M | 0.3% | −5,695−50.3% | Reduced | History |
| Pacer FDS Tr69374H709 | GLOBL CASH ETF | 34,261 | $1.58M | 0.3% | −32,513−48.7% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 9,237 | $1.57M | 0.3% | −9,049−49.5% | Reduced | History |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 65,735 | $1.56M | 0.3% | −54,381−45.3% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,236 | $1.55M | 0.3% | −3,157−49.4% | Reduced | History |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 35,652 | $1.54M | 0.3% | −35,881−50.2% | Reduced | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 37,013 | $1.51M | 0.3% | −37,273−50.2% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 27,359 | $1.48M | 0.3% | −23,607−46.3% | Reduced | – |
| CATCaterpillar Inc | Stock | 2,045 | $1.45M | 0.3% | −2,067−50.3% | Reduced | History |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 18,662 | $1.40M | 0.3% | −11,290−37.7% | Reduced | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 47,925 | $1.40M | 0.3% | −45,475−48.7% | Reduced | – |
| PHParker-Hannifin Corp | Stock | 1,558 | $1.39M | 0.3% | −1,562−50.1% | Reduced | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 58,405 | $1.36M | 0.3% | −54,257−48.2% | Reduced | – |
| KMBKimberly Clark Corp | Stock | 13,682 | $1.32M | 0.3% | −13,682−50.0% | Reduced | History |
| Pacer FDS Tr69374H436 | METAURUS CAP 400 | 32,427 | $1.30M | 0.3% | −25,479−44.0% | Reduced | – |
| Vanguard Health Care ETF92204A504 | ETF | 4,737 | $1.29M | 0.3% | −4,737−50.0% | Reduced | – |
| Innovator ETFs Trust45782C557 | US EQTY BUF DEC | 26,666 | $1.28M | 0.3% | −28,002−51.2% | Reduced | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 29,912 | $1.25M | 0.3% | −29,632−49.8% | Reduced | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 26,782 | $1.24M | 0.3% | −27,078−50.3% | Reduced | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 37,178 | $1.23M | 0.3% | −40,134−51.9% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,854 | $1.21M | 0.2% | −4,032−68.5% | Reduced | – |
| SHWSherwin Williams Co | COM | 3,753 | $1.20M | 0.2% | −3,755−50.0% | Reduced | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 19,965 | $1.18M | 0.2% | −15,704−44.0% | Reduced | – |
| TFCTruist Financial Corp | COM | 24,146 | $1.11M | 0.2% | −23,902−49.7% | Reduced | History |
| TAT&T Inc. | Stock | 37,895 | $1.10M | 0.2% | −40,921−51.9% | Reduced | History |
| CLColgate Palmolive Co | Stock | 12,818 | $1.09M | 0.2% | −12,818−50.0% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 3,806 | $1.09M | 0.2% | −4,322−53.2% | Reduced | History |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 19,649 | $1.07M | 0.2% | −19,925−50.3% | Reduced | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 24,261 | $1.04M | 0.2% | −24,275−50.0% | Reduced | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 31,123 | $1.04M | 0.2% | −32,764−51.3% | Reduced | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 8,092 | $1.04M | 0.2% | −8,092−50.0% | Reduced | – |
| Innovator ETFs Trust45782C755 | US EQTY BUFR JUN | 22,358 | $1.03M | 0.2% | −22,358−50.0% | Reduced | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 27,833 | $986.4K | 0.2% | −27,905−50.1% | Reduced | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 10,190 | $985.4K | 0.2% | −16,347−61.6% | Reduced | – |
Sold out since Q4 2025 (109)
Positions held at the end of Q4 2025 that are gone from this filing.
The largest 100 of 109 by value last quarter.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| iShares Tr46434V613 | CORE UNIVRSL USD | 37,844 | $1.76M | 0.2% | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 7,726 | $952.3K | 0.1% | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 3,224 | $640.4K | 0.1% | – |
| BSXBoston Scientific Corp | Stock | 6,498 | $619.6K | 0.1% | History |
| iShares Tr464288588 | MBS ETF | 5,876 | $559.5K | 0.1% | – |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 7,514 | $513.7K | 0.1% | History |
| VanEck ETF Trust92189F387 | SHRT HGH YLD MUN | 20,988 | $480.8K | <0.1% | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 3,682 | $419.5K | <0.1% | – |
| Direxion Shares ETF Trust25459Y207 | NASDAQ 100 EQ WT | 4,042 | $413.3K | <0.1% | – |
| Innovator ETFs Trust45782C326 | US EQTY BUFR MAY | 8,982 | $402.5K | <0.1% | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,442 | $402.2K | <0.1% | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 840 | $397.6K | <0.1% | – |
| ITWIllinois Tool Works Inc | Stock | 1,604 | $394.9K | <0.1% | History |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 7,080 | $393.5K | <0.1% | – |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 9,316 | $385.9K | <0.1% | – |
| AXPAmerican Express Co | Stock | 1,038 | $384.1K | <0.1% | History |
| ABTAbbott Laboratories | Stock | 3,060 | $383.4K | <0.1% | History |
| AMDAdvanced Micro Devices Inc | Stock | 1,776 | $380.3K | <0.1% | History |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 5,902 | $380.0K | <0.1% | – |
| MAAMid America Apartment Communities Inc. | COM | 2,712 | $376.6K | <0.1% | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 784 | $367.5K | <0.1% | History |
| iShares Tr464287721 | U.S. TECH ETF | 1,824 | $364.2K | <0.1% | – |
| Innovator ETFs Trust45783Y285 | INTL DE PW JUNE | 12,418 | $362.9K | <0.1% | – |
| BXBlackstone Inc. | COM | 2,352 | $362.5K | <0.1% | History |
| iShares MSCI Eafe ETF464287465 | ETF | 3,748 | $359.9K | <0.1% | – |
| Innovator ETFs Tr45783Y616 | PREM INCM 30 BAR | 14,444 | $356.0K | <0.1% | – |
| iShares Tr464287556 | ISHARES BIOTECH | 2,078 | $350.7K | <0.1% | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 5,900 | $349.8K | <0.1% | – |
| DISWalt Disney Co | Stock | 3,057 | $347.9K | <0.1% | History |
| VMCVulcan Materials CO | COM | 1,216 | $346.8K | <0.1% | History |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 15,374 | $345.5K | <0.1% | – |
| BABAAlibaba Group Holding Ltd | ADR | 2,312 | $338.9K | <0.1% | History |
| iShares S&P 500 Value ETF464287408 | ETF | 1,572 | $333.4K | <0.1% | – |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 8,590 | $332.3K | <0.1% | – |
| NRGNRG Energy, Inc. | Stock | 2,056 | $327.4K | <0.1% | History |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 6,796 | $326.1K | <0.1% | – |
| iShares Tr464287762 | US HLTHCARE ETF | 5,000 | $325.5K | <0.1% | – |
| ATOAtmos Energy Corp | COM | 1,926 | $322.8K | <0.1% | History |
| CMICummins Inc | Stock | 628 | $320.6K | <0.1% | History |
| Innovator ETFs Trust45782C730 | US EQT ULTRA BF | 8,564 | $320.3K | <0.1% | – |
| ORCLOracle Corp | Stock | 1,632 | $318.0K | <0.1% | History |
| Innovator ETFs Trust45783Y137 | US SMALL CAP PWR | 11,904 | $315.8K | <0.1% | – |
| First Tr Exchange-Traded FD336917109 | SHS | 7,108 | $315.2K | <0.1% | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 11,664 | $313.6K | <0.1% | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 5,102 | $310.3K | <0.1% | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 400 | $308.7K | <0.1% | History |
| MSTRStrategy Inc | Stock | 2,030 | $308.5K | <0.1% | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,214 | $308.1K | <0.1% | – |
| CEGConstellation Energy Corp | Stock | 870 | $307.3K | <0.1% | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,242 | $305.3K | <0.1% | – |
| Innovator ETFs Trust45783Y673 | QUITY MANAGD FLR | 8,242 | $303.8K | <0.1% | – |
| HEIHeico Corp | COM | 936 | $302.9K | <0.1% | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 5,376 | $294.1K | <0.1% | – |
| CBChubb Ltd | Stock | 940 | $293.4K | <0.1% | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 4,032 | $293.0K | <0.1% | – |
| iShares Tr464287861 | EUROPE ETF | 4,230 | $290.2K | <0.1% | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,358 | $285.6K | <0.1% | – |
| MUMicron Technology Inc | Stock | 1,000 | $285.4K | <0.1% | History |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 12,916 | $284.2K | <0.1% | – |
| TMOThermo Fisher Scientific Inc. | Stock | 486 | $281.6K | <0.1% | History |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 11,590 | $281.4K | <0.1% | – |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 4,830 | $279.8K | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 2,418 | $276.9K | <0.1% | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 950 | $275.5K | <0.1% | – |
| CRMSalesforce, Inc. | Stock | 1,036 | $274.4K | <0.1% | History |
| FHNFirst Horizon Corp | COM | 11,352 | $271.3K | <0.1% | History |
| iShares Russell 2000 ETF464287655 | ETF | 1,090 | $268.3K | <0.1% | – |
| DALDelta Air Lines, Inc. | COM NEW | 3,814 | $264.7K | <0.1% | History |
| DELLDell Technologies Inc. | Stock | 2,050 | $258.1K | <0.1% | History |
| iShares Tr464287788 | U.S. FINLS ETF | 2,000 | $257.9K | <0.1% | – |
| FIXComfort Systems USA Inc | COM | 272 | $253.9K | <0.1% | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,610 | $249.7K | <0.1% | – |
| UCBUnited Community Banks Inc | COM | 7,824 | $244.3K | <0.1% | History |
| USACUSA Compression Partners, LP | COMUNIT LTDPAR | 10,578 | $243.3K | <0.1% | History |
| STXSeagate Technology Holdings plc | ORD SHS | 874 | $240.7K | <0.1% | History |
| SHELShell plc | ADR | 3,270 | $240.3K | <0.1% | History |
| Innovator ETFs Trust45783Y145 | INTL DEVELOPED | 8,434 | $240.0K | <0.1% | – |
| ENBEnbridge Inc | Stock | 4,970 | $237.7K | <0.1% | History |
| iShares Russell Midcap ETF464287499 | ETF | 2,462 | $237.0K | <0.1% | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 5,492 | $234.4K | <0.1% | – |
| DHRDanaher Corp | Stock | 1,010 | $231.2K | <0.1% | History |
| SPGIS&P Global Inc. | Stock | 442 | $231.0K | <0.1% | History |
| SHOPShopify Inc. | Stock | 1,434 | $230.8K | <0.1% | History |
| PRUPrudential Financial Inc | Stock | 2,030 | $229.1K | <0.1% | History |
| Invesco Exch TRD SLF Idx FD46138J494 | BULSHS 2027 MUNI | 9,648 | $228.3K | <0.1% | – |
| iShares Flexible Income Active ETF092528603 | ETF | 4,292 | $226.5K | <0.1% | – |
| ETHEGrayscale Ethereum Staking ETF | ETF | 9,252 | $225.5K | <0.1% | History |
| iShares Tr464288117 | INTL TREA BD ETF | 5,300 | $220.8K | <0.1% | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 2,582 | $220.4K | <0.1% | History |
| ADBEAdobe Inc. | Stock | 624 | $218.4K | <0.1% | History |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 8,440 | $217.9K | <0.1% | – |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 7,756 | $217.6K | <0.1% | History |
| FTNTFortinet, Inc. | Stock | 2,740 | $217.6K | <0.1% | History |
| ULUnilever PLC | SPON ADR NEW | 3,304 | $216.1K | <0.1% | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 3,928 | $215.1K | <0.1% | – |
| CORCencora, Inc. | Stock | 630 | $212.8K | <0.1% | History |
| PGRProgressive Corp | Stock | 932 | $212.2K | <0.1% | History |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 2,164 | $211.8K | <0.1% | – |
| COPConocoPhillips | Stock | 2,261 | $211.7K | <0.1% | History |
| DGDollar General Corp | COM | 1,588 | $211.0K | <0.1% | History |