Leo Wealth, LLC
- SEC CIK
- 0001912202
- Latest filing
- May 5, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 2, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 269
- −88 vs. Q4 2024
- Portfolio value
- $695.7M
- −$420.1M (−37.7%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JNJJohnson & Johnson | Stock | 376,853 | $62.5M | 9.0% | +1,156+0.3% | Added | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 952,305 | $43.0M | 6.2% | −73,208−7.1% | Reduced | History |
| Vanguard World FD921910733 | ESG US STK ETF | 379,445 | $37.2M | 5.3% | −314,094−45.3% | Reduced | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 617,336 | $36.4M | 5.2% | −131,526−17.6% | Reduced | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 243,498 | $26.8M | 3.9% | −235,965−49.2% | Reduced | – |
| American Centy ETF Tr025072885 | US EQT ETF | 266,731 | $24.6M | 3.5% | −176,904−39.9% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 94,315 | $17.9M | 2.6% | −46,214−32.9% | Reduced | History |
| AAPLApple Inc. | Stock | 69,169 | $15.4M | 2.2% | −66,248−48.9% | Reduced | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 143,909 | $13.7M | 2.0% | −125,490−46.6% | Reduced | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 198,228 | $12.6M | 1.8% | −78,301−28.3% | Reduced | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 225,836 | $11.4M | 1.6% | −102,793−31.3% | Reduced | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 85,577 | $9.30M | 1.3% | −76,520−47.2% | Reduced | – |
| BLKBlackRock, Inc. | Stock | 9,773 | $9.25M | 1.3% | −2,943−23.1% | Reduced | History |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 97,466 | $8.99M | 1.3% | −128,228−56.8% | Reduced | – |
| MCDMcDonalds Corp | Stock | 27,897 | $8.71M | 1.3% | +24,173+649.1% | Added | History |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 91,978 | $8.39M | 1.2% | +22,200+31.8% | Added | – |
| SBACSba Communications Corp | CL A | 36,372 | $8.00M | 1.2% | −5,068−12.2% | Reduced | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 112,426 | $7.89M | 1.1% | +95,661+570.6% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 35,473 | $6.88M | 1.0% | −1,263−3.4% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,702 | $6.55M | 0.9% | −898−7.1% | Reduced | History |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 143,077 | $6.47M | 0.9% | −213,088−59.8% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 11,822 | $6.30M | 0.9% | −13,916−54.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 16,730 | $6.28M | 0.9% | −26,469−61.3% | Reduced | History |
| Franklin Templeton ETF Tr35473P819 | FTSE CHINA | 276,404 | $5.90M | 0.8% | −9,428−3.3% | Reduced | – |
| HONHoneywell International Inc | COM | 26,908 | $5.70M | 0.8% | +2,829+11.7% | Added | History |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 115,880 | $5.33M | 0.8% | −9,703−7.7% | Reduced | – |
| iShares Inc464286251 | JP MRG EM CRP BD | 113,652 | $5.13M | 0.7% | −58,601−34.0% | Reduced | – |
| WisdomTree Tr97717Y683 | ENHNCD CMMDTY ST | 260,863 | $5.11M | 0.7% | −131,450−33.5% | Reduced | – |
| iShares Tr46435G672 | CORE INTL AGGR | 95,789 | $4.79M | 0.7% | −14,133−12.9% | Reduced | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 192,907 | $4.66M | 0.7% | +16,294+9.2% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 8,776 | $4.51M | 0.6% | −1,230−12.3% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 20,263 | $4.25M | 0.6% | −896−4.2% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 16,854 | $4.19M | 0.6% | −22−0.1% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 11,078 | $4.11M | 0.6% | −9,396−45.9% | Reduced | – |
| NVDANVIDIA Corp | Stock | 37,347 | $4.05M | 0.6% | −40,213−51.8% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,628 | $4.05M | 0.6% | −18,774−68.5% | Reduced | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 158,204 | $4.00M | 0.6% | +12,948+8.9% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 37,620 | $3.93M | 0.6% | −12,218−24.5% | Reduced | – |
| SPDR Series Trust78468R440 | STATE STRET SPDR | 139,935 | $3.88M | 0.6% | +139,935 | New | – |
| CCICrown Castle Inc. | REIT | 37,150 | $3.87M | 0.6% | +2,529+7.3% | Added | History |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 153,579 | $3.86M | 0.6% | −271−0.2% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 24,958 | $3.86M | 0.6% | −8,376−25.1% | Reduced | History |
| KVUEKenvue Inc. | Stock | 152,970 | $3.67M | 0.5% | +1,176+0.8% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 6,467 | $3.63M | 0.5% | −1,592−19.8% | Reduced | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 142,334 | $3.45M | 0.5% | +1,687+1.2% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 26,676 | $3.17M | 0.5% | −15,531−36.8% | Reduced | History |
| VZVerizon Communications Inc | Stock | 67,946 | $3.08M | 0.4% | −8,001−10.5% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 48,333 | $2.98M | 0.4% | −5,425−10.1% | Reduced | History |
| TAT&T Inc. | Stock | 105,153 | $2.97M | 0.4% | −37,043−26.1% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,159 | $2.95M | 0.4% | −24−0.3% | Reduced | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 126,520 | $2.93M | 0.4% | +16,817+15.3% | Added | – |
| METAMeta Platforms, Inc. | Stock | 4,925 | $2.84M | 0.4% | −2,356−32.4% | Reduced | History |
| LLYEli Lilly & Co | Stock | 3,308 | $2.73M | 0.4% | −506−13.3% | Reduced | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 29,716 | $2.71M | 0.4% | +29,716 | New | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 42,033 | $2.61M | 0.4% | −27,672−39.7% | Reduced | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 14,593 | $2.52M | 0.4% | −1,401−8.8% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,091 | $2.50M | 0.4% | −684−7.0% | Reduced | – |
| BIIBBiogen Inc. | COM | 17,835 | $2.44M | 0.4% | +3,903+28.0% | Added | History |
| SOSouthern Co | Stock | 26,442 | $2.43M | 0.3% | −2,507−8.7% | Reduced | History |
| MAMastercard Inc | Stock | 4,341 | $2.38M | 0.3% | −3,944−47.6% | Reduced | History |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 106,657 | $2.37M | 0.3% | +18,397+20.8% | Added | – |
| DUKDuke Energy CORP | Stock | 19,284 | $2.35M | 0.3% | −3,471−15.3% | Reduced | History |
| iShares Inc464286517 | JP MORGAN EM ETF | 61,706 | $2.31M | 0.3% | −38,546−38.4% | Reduced | – |
| PEPPepsiCo Inc | Stock | 14,949 | $2.24M | 0.3% | +1,621+12.2% | Added | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 18,317 | $2.23M | 0.3% | −507−2.7% | Reduced | – |
| KMBKimberly Clark Corp | Stock | 15,569 | $2.21M | 0.3% | −574−3.6% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 7,642 | $2.20M | 0.3% | −2,037−21.0% | Reduced | History |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 97,742 | $2.19M | 0.3% | +20,283+26.2% | Added | – |
| BABAAlibaba Group Holding Ltd | ADR | 16,551 | $2.19M | 0.3% | +903+5.8% | Added | History |
| ABTAbbott Laboratories | Stock | 15,641 | $2.07M | 0.3% | −2,348−13.1% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 23,003 | $2.06M | 0.3% | −4,562−16.5% | Reduced | History |
| MDTMedtronic plc | Stock | 20,748 | $1.86M | 0.3% | +2,845+15.9% | Added | History |
| VVisa Inc. | Stock | 5,271 | $1.85M | 0.3% | −2,666−33.6% | Reduced | History |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 28,908 | $1.79M | 0.3% | −5,812−16.7% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 30,391 | $1.77M | 0.3% | −3,289−9.8% | Reduced | – |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 156,705 | $1.76M | 0.3% | −41,367−20.9% | Reduced | History |
| VGMInvesco Trust for Investment Grade Municipals | COM | 175,758 | $1.75M | 0.3% | −45,892−20.7% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 10,403 | $1.74M | 0.3% | −4,437−29.9% | Reduced | History |
| MMUWestern Asset Managed Municipals Fund Inc. | COM | 168,450 | $1.73M | 0.2% | −44,817−21.0% | Reduced | History |
| MVFBlackRock Munivest Fund, Inc. | COM | 243,316 | $1.71M | 0.2% | −64,301−20.9% | Reduced | History |
| KKellanova | Stock | 20,379 | $1.68M | 0.2% | +552+2.8% | Added | History |
| Vanguard Total World Stock ETF922042742 | ETF | 14,384 | $1.67M | 0.2% | −468−3.2% | Reduced | – |
| BLEBlackRock Municipal Income Trust II | COM | 159,756 | $1.66M | 0.2% | −42,557−21.0% | Reduced | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 3,889 | $1.63M | 0.2% | −78−2.0% | Reduced | History |
| GISGeneral Mills Inc | Stock | 27,002 | $1.61M | 0.2% | −2,358−8.0% | Reduced | History |
| CVXChevron Corp | Stock | 9,601 | $1.61M | 0.2% | −4,751−33.1% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.60M | 0.2% | +2 | New | History |
| NVSNovartis AG | ADR | 14,170 | $1.58M | 0.2% | +2,297+19.3% | Added | History |
| SNYSanofi | SPONSORED ADR | 28,418 | $1.58M | 0.2% | +1,749+6.6% | Added | History |
| GOOGAlphabet Inc. | Stock | 10,071 | $1.57M | 0.2% | −20,064−66.6% | Reduced | History |
| KOFCoca Cola Femsa SAB de CV | SPONS ADS REP | 17,220 | $1.57M | 0.2% | +3,590+26.3% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 30,761 | $1.56M | 0.2% | +764+2.5% | Added | – |
| iShares Tr46435U432 | IBONDS DEC 25 | 56,526 | $1.51M | 0.2% | 00.0% | Unchanged | – |
| DDominion Energy, Inc | Stock | 26,597 | $1.49M | 0.2% | +6,264+30.8% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 17,512 | $1.49M | 0.2% | +53+0.3% | Added | – |
| VODVodafone Group Public Ltd Co | ADR | 151,950 | $1.42M | 0.2% | +61,272+67.6% | Added | History |
| ETREntergy Corp | COM | 16,356 | $1.40M | 0.2% | +597+3.8% | Added | History |
| TTETotalEnergies SE | SPONSORED ADS | 20,931 | $1.35M | 0.2% | +10,805+106.7% | Added | History |
| DECKDeckers Outdoor Corp | COM | 12,067 | $1.35M | 0.2% | −17−0.1% | Reduced | History |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 26,435 | $1.34M | 0.2% | +15,451+140.7% | Added | – |
Sold out since Q4 2024 (108)
Positions held at the end of Q4 2024 that are gone from this filing.
The largest 100 of 108 by value last quarter.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 313,799 | $21.6M | 1.9% | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 630,682 | $17.6M | 1.6% | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 252,620 | $15.7M | 1.4% | – |
| WisdomTree Tr97717X172 | US HGH YLD CORP | 169,179 | $7.63M | 0.7% | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 111,390 | $6.46M | 0.6% | – |
| ECXECARX Holdings Inc. | CLASS A ORD | 2,514,423 | $5.31M | 0.5% | History |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 95,859 | $5.21M | 0.5% | – |
| EMREmerson Electric Co | Stock | 37,747 | $4.68M | 0.4% | History |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 77,373 | $3.56M | 0.3% | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 172,546 | $3.56M | 0.3% | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 153,416 | $3.48M | 0.3% | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 14,479 | $3.08M | 0.3% | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 38,388 | $2.90M | 0.3% | – |
| Vanguard Scottsdale FDS92206C573 | TOTAL CORP BND | 35,954 | $2.72M | 0.2% | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 93,496 | $2.16M | 0.2% | – |
| BKNGBooking Holdings Inc. | Stock | 414 | $2.06M | 0.2% | History |
| Invesco Exch TRD SLF Idx FD46138J528 | BULSHS 2025 MUNI | 78,313 | $1.92M | 0.2% | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 7,585 | $1.78M | 0.2% | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 66,442 | $1.68M | 0.2% | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 84,408 | $1.64M | 0.1% | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 41,686 | $1.55M | 0.1% | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 5,263 | $1.42M | 0.1% | – |
| J P Morgan Exchange Traded F46641Q118 | SMALL & MID CAP | 21,399 | $1.29M | 0.1% | – |
| UBERUber Technologies, Inc | Stock | 19,874 | $1.20M | 0.1% | History |
| Vanguard Health Care ETF92204A504 | ETF | 4,278 | $1.09M | 0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 44,952 | $1.05M | 0.1% | – |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 21,539 | $1.01M | 0.1% | – |
| COPConocoPhillips | Stock | 10,096 | $1.00M | 0.1% | History |
| PFEPfizer Inc | Stock | 35,767 | $948.9K | 0.1% | History |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 69,290 | $900.1K | 0.1% | – |
| ASMLASML Holding NV | ADR | 1,280 | $887.0K | 0.1% | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 5,336 | $863.2K | 0.1% | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 40,310 | $789.7K | 0.1% | History |
| ACGLArch Capital Group Ltd. | Stock | 8,413 | $776.9K | 0.1% | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 12,444 | $715.9K | 0.1% | – |
| TDToronto Dominion Bank | Stock | 12,630 | $672.4K | 0.1% | History |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 15,131 | $631.4K | 0.1% | – |
| TGTTarget Corp | Stock | 4,357 | $588.9K | 0.1% | History |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 26,740 | $579.7K | 0.1% | – |
| CLXClorox Co | Stock | 3,514 | $570.6K | 0.1% | History |
| ROSTRoss Stores, Inc. | COM | 3,646 | $551.5K | <0.1% | History |
| LOWLowes Companies Inc | Stock | 2,184 | $538.9K | <0.1% | History |
| ETNEaton Corp plc | Stock | 1,523 | $505.4K | <0.1% | History |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 9,874 | $501.8K | <0.1% | – |
| CATCaterpillar Inc | Stock | 1,293 | $469.2K | <0.1% | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,811 | $466.2K | <0.1% | – |
| ENBEnbridge Inc | Stock | 10,754 | $456.3K | <0.1% | History |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 8,466 | $431.5K | <0.1% | – |
| J P Morgan Exchange Traded F46641Q233 | BETA DEVE EX ETF | 8,576 | $418.1K | <0.1% | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,317 | $412.7K | <0.1% | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 17,457 | $403.4K | <0.1% | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 4,237 | $377.3K | <0.1% | – |
| AEPAmerican Electric Power Co Inc | Stock | 4,069 | $375.3K | <0.1% | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 16,053 | $372.1K | <0.1% | – |
| iShares Tr46434V886 | HDG MSCI JAPAN | 8,465 | $360.8K | <0.1% | – |
| iShares Tr464289420 | RUS TP200 VL ETF | 4,499 | $355.6K | <0.1% | – |
| SHELShell plc | ADR | 5,643 | $353.5K | <0.1% | History |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 11,486 | $350.0K | <0.1% | – |
| OMCOmnicom Group Inc. | COM | 3,941 | $339.1K | <0.1% | History |
| WisdomTree Tr97717X784 | WSDM EMKTBD FD | 5,070 | $329.1K | <0.1% | – |
| GNTYGuaranty Bancshares Inc | COM | 9,460 | $327.3K | <0.1% | History |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 15,571 | $313.5K | <0.1% | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 7,171 | $310.1K | <0.1% | – |
| METMetlife Inc | Stock | 3,690 | $302.1K | <0.1% | History |
| DDOGDatadog, Inc. | CL A COM | 2,090 | $298.6K | <0.1% | History |
| Invesco Exch TRD SLF Idx FD46138J395 | BULETSHS 2029 HG | 13,941 | $298.3K | <0.1% | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,374 | $296.5K | <0.1% | – |
| LYBLyondellBasell Industries N.V. | SHS - A - | 3,695 | $294.4K | <0.1% | History |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 13,110 | $293.7K | <0.1% | – |
| NOWServiceNow, Inc. | Stock | 275 | $291.5K | <0.1% | History |
| iShares Tr46432F388 | MSCI USA VALUE | 2,651 | $280.0K | <0.1% | – |
| TUTelus Corp | COM | 20,570 | $278.9K | <0.1% | History |
| OKEONEOK Inc | COM | 2,714 | $272.5K | <0.1% | History |
| GDGeneral Dynamics Corp | Stock | 1,029 | $271.2K | <0.1% | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 918 | $264.2K | <0.1% | – |
| iShares U S ETF Tr46431W598 | BLOOMBERG ROLL | 5,495 | $259.4K | <0.1% | – |
| CVSCVS Health Corp | Stock | 4,847 | $257.9K | <0.1% | History |
| CBChubb Ltd | Stock | 915 | $252.9K | <0.1% | History |
| iShares Tr46435G409 | MSCI INTL VLU FT | 9,105 | $246.8K | <0.1% | – |
| SPGSimon Property Group Inc. | REIT | 1,418 | $244.2K | <0.1% | History |
| Vanguard Energy ETF92204A306 | ETF | 2,009 | $243.8K | <0.1% | – |
| CDNSCadence Design Systems Inc | Stock | 800 | $240.4K | <0.1% | History |
| American Centy ETF Tr025072307 | US QUALITY GROW | 2,389 | $238.2K | <0.1% | – |
| SNPSSynopsys Inc | COM | 484 | $234.9K | <0.1% | History |
| KMIKinder Morgan, Inc. | Stock | 8,537 | $233.9K | <0.1% | History |
| DVNDevon Energy Corp | Stock | 7,003 | $229.2K | <0.1% | History |
| MSMorgan Stanley | Stock | 1,797 | $226.0K | <0.1% | History |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 4,827 | $225.1K | <0.1% | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 8,629 | $225.0K | <0.1% | – |
| IPInternational Paper Co | COM | 4,066 | $218.8K | <0.1% | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 4,343 | $218.8K | <0.1% | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 2,636 | $215.1K | <0.1% | History |
| APOApollo Global Management, Inc. | COM | 1,302 | $215.1K | <0.1% | History |
| SBUXStarbucks Corp | Stock | 2,346 | $214.1K | <0.1% | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 1,687 | $213.9K | <0.1% | – |
| CPBCAMPBELL'S Co | COM | 5,056 | $211.7K | <0.1% | History |
| PRUPrudential Financial Inc | Stock | 1,785 | $211.6K | <0.1% | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 2,070 | $207.6K | <0.1% | – |
| BARGraniteShares Gold Trust | SHS BEN INT | 8,006 | $207.3K | <0.1% | History |
| CICigna Group | Stock | 750 | $207.2K | <0.1% | History |