WealthPlan Investment Management, LLC holdings history

Add to watchlist

684 is the total number of securities WealthPlan Investment Management, LLC has owned. The longest WealthPlan Investment Management, LLC has owned a single stock is 7 quarters.

WealthPlan Investment Management, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AAPL APPLE INC616.40%7.69%9.23%Q1 2022Q4 20237
BRKB BERKSHIRE HATHAWAY INC...611.42%2.29%2.90%Q1 2022Q4 20237
VTI Vanguard Total Stock M...611.20%1.90%2.80%Q1 2022Q4 20237
BUFR First Trust CBOE Vest ...611.65%1.89%2.44%Q1 2022Q4 20237
PEP Pepsico Incorporated611.08%1.80%2.25%Q1 2022Q4 20237
NUE NUCOR CORP611.23%1.75%2.08%Q1 2022Q4 20237
MSM MSC Industrial Direct ...611.23%1.72%2.16%Q1 2022Q4 20237
FTLS First Tr Long/Short Eq...611.38%1.61%1.96%Q1 2022Q4 20237
WPC WP CAREY INC611.20%1.60%2.04%Q1 2022Q4 20237
CVX CHEVRON CORP NEW611.18%1.56%1.89%Q1 2022Q4 20237
DGRO ISHARES TR611.07%1.53%2.14%Q1 2022Q4 20237
Starboard Invt Tr Rh H...611.06%1.48%1.96%Q1 2022Q4 20237
JNJ JOHNSON & JOHNSON611.38%1.48%1.60%Q1 2022Q4 20237
O REALTY INCOME CORP611.02%1.47%1.90%Q1 2022Q4 20237
GGG GRACO INC610.93%1.45%1.80%Q1 2022Q4 20237
GPC GENUINE PARTS CO610.97%1.45%1.75%Q1 2022Q4 20237
ABT ABBOTT LABS611.20%1.44%1.65%Q1 2022Q4 20237
CASY CASEYS GEN STORES INC610.87%1.40%1.85%Q1 2022Q4 20237
ADM ARCHER DANIELS MIDLAND CO610.84%1.38%1.62%Q1 2022Q4 20237
GOOG Alphabet Inc Class C610.89%1.34%1.85%Q1 2022Q4 20237
COWZ Pacer Fds Tr Us Cash C...611.04%1.33%1.87%Q1 2022Q4 20237
ABBV ABBVIE INC610.06%1.31%1.77%Q1 2022Q4 20237
MOAT VanEck Morningstar Wid...611.04%1.25%1.56%Q1 2022Q4 20237
APD Air Products & Chemica...610.71%1.20%1.46%Q1 2022Q4 20237
Pimco Etf Tr Muni Inco...610.62%1.19%1.47%Q1 2022Q4 20237
TXN Texas Instruments Inc610.81%1.18%1.46%Q1 2022Q4 20237
COST COSTCO WHSL CORP NEW610.96%1.17%1.48%Q1 2022Q4 20237
DEO Diageo PLC ADR610.11%1.16%1.69%Q1 2022Q4 20237
VZ VERIZON COMMUNICATIONS...610.66%1.08%1.42%Q1 2022Q4 20237
IGRO ISHARES TR610.59%1.07%1.40%Q1 2022Q4 20237
CFR CULLEN FROST BANKERS INC610.78%1.05%1.29%Q1 2022Q4 20237
MSFT MICROSOFT CORP610.72%1.04%1.52%Q1 2022Q4 20237
AVEM Avantis Emerging Marke...610.53%0.96%1.19%Q1 2022Q4 20237
AGOX STARBOARD INVT TR610.70%0.93%1.38%Q1 2022Q4 20237
SYY Sysco Corporation610.05%0.93%1.61%Q1 2022Q4 20237
FB META PLATFORMS INC610.43%0.89%1.27%Q1 2022Q4 20237
AMZN AMAZON COM INC610.74%0.89%1.12%Q1 2022Q4 20237
VMI Valmont Industries Inc610.45%0.87%1.44%Q1 2022Q4 20237
TGT Target Corporation610.04%0.83%1.57%Q1 2022Q4 20237
LMT LOCKHEED MARTIN CORP610.60%0.81%0.93%Q1 2022Q4 20237
CHRW C H ROBINSON WORLDWIDE...610.08%0.81%1.64%Q1 2022Q4 20237
MA MASTERCARD INCORPORATED610.64%0.80%1.01%Q1 2022Q4 20237
STZ CONSTELLATION BRANDS INC610.60%0.77%1.00%Q1 2022Q4 20237
AZN AstraZeneca PLC ADR610.35%0.69%1.06%Q1 2022Q4 20237
PHDG Invesco S&P 500 Downsi...610.38%0.64%0.85%Q1 2022Q4 20237
DHR DANAHER CORPORATION610.52%0.63%0.80%Q1 2022Q4 20237
PJUL Innovator S&P 500 Powe...610.38%0.62%1.02%Q1 2022Q4 20237
IBM INTERNATIONAL BUSINESS...610.03%0.52%1.33%Q1 2022Q4 20237
JPM JPMORGAN CHASE & CO610.41%0.52%0.62%Q1 2022Q4 20237
PJAN Innovator S&P 500 Powe...610.36%0.51%0.82%Q1 2022Q4 20237
LOW LOWES COS INC610.28%0.47%1.17%Q1 2022Q4 20237
IVOL Quadratic Intrst Rt Vo...610.04%0.45%2.10%Q1 2022Q4 20237
MDT MEDTRONIC PLC610.04%0.44%1.23%Q1 2022Q4 20237
WMT WALMART INC610.01%0.44%1.25%Q1 2022Q4 20237
UNP Union Pacific Corp610.36%0.40%0.43%Q1 2022Q4 20237
SRLN SSGA ACTIVE ETF TR610.09%0.40%1.54%Q1 2022Q4 20237
IVV ISHARES TR610.11%0.39%0.81%Q1 2022Q4 20237
NKE Nike Inc Class B610.02%0.37%1.26%Q1 2022Q4 20237
PFE PFIZER INC610.26%0.37%0.59%Q1 2022Q4 20237
GOOGL Alphabet Inc Class A610.22%0.36%0.59%Q1 2022Q4 20237
SWK STANLEY BLACK & DECKER...610.04%0.35%0.94%Q1 2022Q4 20237
Allianz IM U.S. Large ...610.22%0.33%0.60%Q1 2022Q4 20237
TSLA TESLA INC610.19%0.31%0.46%Q1 2022Q4 20237
SCHD Schwab US Dividend Equity610.11%0.29%0.47%Q1 2022Q4 20237
SHCR ShareCare Inc A610.18%0.27%0.61%Q1 2022Q4 20237
IVW ISHARES TR610.04%0.27%0.76%Q1 2022Q4 20237
ADBE ADOBE SYSTEMS INCORPOR...610.18%0.27%0.39%Q1 2022Q4 20237
SPGI S&P GLOBAL INC610.22%0.26%0.34%Q1 2022Q4 20237
SPYG SPDR S&P 500 Growth ETF610.05%0.25%0.37%Q1 2022Q4 20237
ROP ROPER TECHNOLOGIES INC610.20%0.24%0.29%Q1 2022Q4 20237
V VISA INC610.19%0.22%0.24%Q1 2022Q4 20237
BX BLACKSTONE INC610.15%0.22%0.37%Q1 2022Q4 20237
XOM Exxon Mobil Corporation610.14%0.21%0.29%Q1 2022Q4 20237
SPY SPDR S&P 500 Trust610.16%0.19%0.30%Q1 2022Q4 20237
BOND PIMCO Total Return Act...610.05%0.19%0.89%Q1 2022Q4 20237
NVDA NVIDIA CORPORATION610.10%0.18%0.34%Q1 2022Q4 20237
XSOE WISDOMTREE TR610.01%0.17%0.89%Q1 2022Q4 20237
ZLAB ZAI LAB LTD610.10%0.17%0.31%Q1 2022Q4 20237
AMGN AMGEN INC610.09%0.17%0.28%Q1 2022Q4 20237
MCD McDonald's Corporation610.12%0.16%0.20%Q1 2022Q4 20237
BA BOEING CO610.09%0.15%0.20%Q1 2022Q4 20237
WFC WELLS FARGO CO NEW610.08%0.15%0.31%Q1 2022Q4 20237
TMO THERMO FISHER SCIENTIF...610.03%0.15%0.19%Q1 2022Q4 20237
LLY LILLY ELI & CO610.06%0.15%0.29%Q1 2022Q4 20237
PMAY Innovator S&P 500 Powe...610.03%0.15%0.63%Q1 2022Q4 20237
ADP Automatic Data Process...610.10%0.14%0.18%Q1 2022Q4 20237
DGRW Wisdomtree US Dividend...610.09%0.13%0.18%Q1 2022Q4 20237
ARCC ARES CAPITAL CORP610.08%0.12%0.16%Q1 2022Q4 20237
GOLF Acushnet Holdings Corp...610.04%0.12%0.24%Q1 2022Q4 20237
VBK Vanguard Small-Cap Gro...610.07%0.11%0.16%Q1 2022Q4 20237
MO ALTRIA GROUP INC610.04%0.11%0.19%Q1 2022Q4 20237
REGL Proshares Tr S&P Midca...610.05%0.09%0.14%Q1 2022Q4 20237
SBUX STARBUCKS CORP610.04%0.09%0.15%Q1 2022Q4 20237
DNL WISDOMTREE TR610.04%0.09%0.13%Q1 2022Q4 20237
FDX FEDEX CORP610.03%0.09%0.14%Q1 2022Q4 20237
WERN WERNER ENTERPRISES INC610.06%0.08%0.10%Q1 2022Q4 20237
NFLX NETFLIX INC610.02%0.08%0.14%Q1 2022Q4 20237
EW EDWARDS LIFESCIENCES CORP610.04%0.08%0.19%Q1 2022Q4 20237
PGX Invesco Preferred ETF610.04%0.08%0.16%Q1 2022Q4 20237
DFEB FT Cboe Vest US Equity...610.02%0.08%0.22%Q1 2022Q4 20237
CAT CATERPILLAR INC610.04%0.08%0.14%Q1 2022Q4 20237
UNH UNITEDHEALTH GROUP INC610.05%0.07%0.09%Q1 2022Q4 20237
BMY Bristol-Myers Squibb C...610.05%0.07%0.12%Q1 2022Q4 20237
ISRG INTUITIVE SURGICAL INC610.04%0.07%0.16%Q1 2022Q4 20237
PFEB Innovator S&P 500 Powe...610.02%0.06%0.25%Q1 2022Q4 20237
HON HONEYWELL INTL INC610.05%0.06%0.09%Q1 2022Q4 20237
BAC BK OF AMERICA CORP610.00%0.06%0.09%Q1 2022Q4 20237
AEP American Electric Powe...610.01%0.06%0.09%Q1 2022Q4 20237
CINF CINCINNATI FINL CORP610.03%0.06%0.07%Q1 2022Q4 20237
CMCSA COMCAST CORP NEW610.04%0.05%0.08%Q1 2022Q4 20237
BP BP PLC610.01%0.05%0.10%Q1 2022Q4 20237
DOW DOW INC610.01%0.05%0.08%Q1 2022Q4 20237
XYL XYLEM INC610.02%0.05%0.10%Q1 2022Q4 20237
MDLZ MONDELEZ INTL INC610.04%0.05%0.09%Q1 2022Q4 20237
PFF ISHARES TR610.04%0.05%0.07%Q1 2022Q4 20237
USB US BANCORP DEL610.02%0.05%0.09%Q1 2022Q4 20237
LW Lamb Weston Holdings610.04%0.05%0.08%Q1 2022Q4 20237
SQ BLOCK INC610.01%0.05%0.08%Q1 2022Q4 20237
NVR NVR INC610.01%0.05%0.17%Q1 2022Q4 20237
CRSP CRISPR THERAPEUTICS AG610.01%0.05%0.10%Q1 2022Q4 20237
F FORD MTR CO DEL610.04%0.05%0.06%Q1 2022Q4 20237
DUK DUKE ENERGY CORP NEW610.00%0.05%0.06%Q1 2022Q4 20237
DDEC First Tr Exchng Traded...610.02%0.04%0.09%Q1 2022Q4 20237
EYLD CAMBRIA ETF TR610.02%0.04%0.06%Q1 2022Q4 20237
ZM Zoom Video Communicati...610.01%0.04%0.08%Q1 2022Q4 20237
MKL MARKEL GROUP INC610.03%0.04%0.07%Q1 2022Q4 20237
EMB ISHARES TR610.02%0.04%0.05%Q1 2022Q4 20237
GPP GREEN PLAINS PARTNERS LP610.02%0.04%0.08%Q1 2022Q4 20237
ZBH ZIMMER BIOMET HOLDINGS...610.02%0.04%0.08%Q1 2022Q4 20237
LEAD Siren Etf Tr Divcn LDRS610.01%0.03%0.05%Q1 2022Q4 20237
VLY VALLEY NATL BANCORP610.02%0.03%0.05%Q1 2022Q4 20237
BBDC BARINGS BDC INC610.01%0.02%0.04%Q1 2022Q4 20237
Simply Exchange traded...661.44%1.59%1.87%Q3 2022Q4 20236
FLTR VanEck Inv Grade Float...660.74%1.59%2.37%Q3 2022Q4 20236
BKH BLACK HILLS CORP511.18%1.49%1.86%Q1 2022Q3 20236
JEPI J P MORGAN EXCHANGE TR...660.47%0.54%0.63%Q3 2022Q4 20236
FT CBOE Vest US Eqt En...660.29%0.49%0.81%Q3 2022Q4 20236
TLT ISHARES TR310.13%0.22%0.33%Q1 2022Q4 20236
PII POLARIS INC510.04%0.21%0.94%Q1 2022Q3 20236
NEE NEXTERA ENERGY INC410.00%0.20%1.07%Q1 2022Q4 20236
ALB ALBEMARLE CORP410.02%0.17%0.89%Q1 2022Q4 20236
AMN AMN HEALTHCARE SVCS INC660.14%0.16%0.19%Q3 2022Q4 20236
ADSK AUTODESK INC510.12%0.14%0.17%Q1 2022Q3 20236
QQQ Invesco QQQ Trust Seri...410.02%0.14%0.28%Q1 2022Q4 20236
FMC FMC CORP660.10%0.13%0.16%Q3 2022Q4 20236
CION INVT CORP410.01%0.13%0.30%Q1 2022Q4 20236
IDV ISHARES TR510.06%0.11%0.16%Q1 2022Q3 20236
RODM LATTICE STRATEGIES TR410.01%0.09%0.18%Q1 2022Q4 20236
PAUG Innovator S&P 500 Powe...410.01%0.07%0.35%Q1 2022Q4 20236
DE Deere & Company410.01%0.06%0.11%Q1 2022Q4 20236
HD HOME DEPOT INC410.02%0.06%0.09%Q1 2022Q4 20236
TSN TYSON FOODS INC660.00%0.06%0.14%Q3 2022Q4 20236
NOW SERVICENOW INC410.02%0.06%0.21%Q1 2022Q4 20236
MKC MCCORMICK & CO INC510.02%0.04%0.09%Q1 2022Q3 20236
KO Coca Cola Company410.00%0.03%0.05%Q1 2022Q4 20236
CHPT CHARGEPOINT HOLDINGS INC510.01%0.03%0.05%Q1 2022Q3 20236
DIS Walt Disney Co410.00%0.03%0.05%Q1 2022Q4 20236
GM GENERAL MTRS CO410.02%0.03%0.04%Q1 2022Q4 20236
QUAL ISHARES TR410.02%0.03%0.05%Q1 2022Q4 20236
AGNC AGNC INVT CORP310.01%0.02%0.02%Q1 2022Q4 20236
LECO Lincoln Electric Hldgs550.70%1.16%1.51%Q4 2022Q4 20235
UMBF UMB FINL CORP550.57%0.75%0.96%Q4 2022Q4 20235
TDV Proshares TR S&P Tech ...550.49%0.75%0.98%Q4 2022Q4 20235
Innovator ETFs TR Intl DV550.61%0.74%0.97%Q3 2022Q3 20235
BRKA BERKSHIRE HATHAWAY INC...410.43%0.67%0.96%Q1 2022Q2 20235
MCHP MICROCHIP TECHNOLOGY INC.550.39%0.54%0.68%Q4 2022Q4 20235
BONDBLOXX ETF TRUST550.38%0.49%0.69%Q4 2022Q4 20235
SCHP Schwab US TIPS410.00%0.26%1.09%Q1 2022Q2 20235
SPLG SPDR SER TR210.01%0.22%0.39%Q1 2022Q4 20235
FTSM FIRST TR EXCHANGE-TRAD...410.01%0.20%0.33%Q1 2022Q2 20235
INFL LISTED FD TR410.02%0.17%0.76%Q1 2022Q2 20235
FS Credit Opportunity ...550.03%0.16%0.26%Q4 2022Q4 20235
DRSK ETF SER SOLUTIONS410.02%0.15%0.64%Q1 2022Q2 20235
LNG CHENIERE ENERGY INC550.10%0.13%0.16%Q4 2022Q4 20235
SPBC SIMPLIFY EXCHANGE TRAD...410.08%0.13%0.15%Q1 2022Q2 20235
EFG ISHARES TR410.01%0.11%0.26%Q1 2022Q2 20235
ESGU ISHARES TR210.05%0.10%0.21%Q1 2022Q4 20235
SONO SONOS INC410.01%0.09%0.21%Q1 2022Q2 20235
BKE BUCKLE INC410.00%0.09%0.19%Q1 2022Q2 20235
SPOT SPOTIFY TECHNOLOGY S A410.02%0.08%0.20%Q1 2022Q2 20235
IUSB ISHARES TR410.00%0.08%0.14%Q1 2022Q2 20235
FVD FIRST TR VALUE LINE DI...410.00%0.07%0.11%Q1 2022Q2 20235
DAL DELTA AIR LINES INC DEL410.00%0.06%0.11%Q1 2022Q2 20235
MRK MERCK & CO INC410.02%0.06%0.09%Q1 2022Q2 20235
GLD SPDR GOLD TR410.02%0.06%0.13%Q1 2022Q2 20235
SHY ISHARES TR320.03%0.05%0.07%Q3 2022Q4 20235
PG Procter & Gamble Co410.02%0.05%0.08%Q1 2022Q2 20235
XLV SPDR Health Care Selec...410.01%0.05%0.11%Q1 2022Q2 20235
NSC NORFOLK SOUTHN CORP410.00%0.05%0.08%Q1 2022Q2 20235
USMV ISHARES TR410.01%0.04%0.07%Q1 2022Q2 20235
TFC TRUIST FINL CORP410.00%0.04%0.08%Q1 2022Q2 20235
IWM ISHARES TR310.02%0.04%0.10%Q1 2022Q4 20235
JPST JPMorgan Ultra-Short I...410.01%0.03%0.07%Q1 2022Q2 20235
NOBL Proshares Trust S&P 50...410.01%0.03%0.07%Q1 2022Q2 20235
T AT&T INC410.00%0.03%0.06%Q1 2022Q2 20235
PCEF INVESCO EXCH TRADED FD...410.00%0.03%0.06%Q1 2022Q2 20235
FEX First Trust Large Cap ...410.00%0.03%0.04%Q1 2022Q2 20235
MNA IQ Merger Arbitrage410.01%0.03%0.06%Q1 2022Q2 20235
WM WASTE MGMT INC DEL410.02%0.02%0.04%Q1 2022Q2 20235
BABA Alibaba Group Holding ...410.01%0.02%0.03%Q1 2022Q2 20235
XLK SPDR Technology Select...410.01%0.02%0.04%Q1 2022Q2 20235
BSV Vanguard Short-Term Bo...410.00%0.02%0.07%Q1 2022Q2 20235
AllianzIM U.S. Large C...410.01%0.02%0.04%Q1 2022Q2 20235
UPS UNITED PARCEL SERVICE INC410.01%0.02%0.02%Q1 2022Q2 20235
ITOT ISHARES TR410.00%0.02%0.03%Q1 2022Q2 20235
XLU SPDR Utilities Select ...410.02%0.02%0.03%Q1 2022Q2 20235
MUB ISHARES TR410.01%0.02%0.03%Q1 2022Q2 20235
PYPL PayPal Holdings Inc410.00%0.02%0.03%Q1 2022Q2 20235
DIAL Columbia Etf Tr I Dive...410.01%0.01%0.02%Q1 2022Q2 20235
SLV iShares Silver Trust ETF410.00%0.01%0.02%Q1 2022Q2 20235
General Electric Company410.00%0.01%0.02%Q1 2022Q2 20235
VYM VANGUARD WHITEHALL FDS410.00%0.01%0.02%Q1 2022Q2 20235
RAAX VanEck Inflation Alloc...440.02%0.33%0.58%Q3 2022Q2 20234
PAPR Innovator S&P 500 Powe...440.00%0.29%0.54%Q3 2022Q2 20234
INTC INTEL CORP310.01%0.20%0.33%Q1 2022Q1 20234
MINT PIMCO ETF TR210.09%0.18%0.26%Q1 2022Q4 20234
PNOV Innovator S&P 500 Powe...310.01%0.10%0.36%Q1 2022Q1 20234
IJH ISHARES TR310.00%0.09%0.13%Q1 2022Q1 20234
BRSP BRIGHTSPIRE CAPITAL INC210.01%0.07%0.10%Q1 2022Q4 20234
VTV VANGUARD INDEX FDS210.04%0.07%0.08%Q1 2022Q4 20234
UBER UBER TECHNOLOGIES INC440.03%0.06%0.10%Q1 2023Q4 20234
VXF VANGUARD INDEX FDS440.01%0.06%0.10%Q3 2022Q2 20234
DAUG FT CBOE Vest US Equity...310.02%0.05%0.10%Q1 2022Q1 20234
VSH VISHAY INTERTECHNOLOGY...440.03%0.05%0.06%Q1 2023Q4 20234
DAPR FIRST TR EXCHNG TRADED...310.01%0.05%0.09%Q1 2022Q1 20234
XLE SPDR Energy Select Sec...310.01%0.04%0.06%Q1 2022Q1 20234
W WAYFAIR INC440.01%0.04%0.05%Q1 2023Q4 20234
VEU VANGUARD INTL EQUITY I...310.01%0.04%0.05%Q1 2022Q1 20234
PJUN Innovator S&P 500 Powe...310.02%0.03%0.04%Q1 2022Q1 20234
VUG VANGUARD INDEX FDS310.01%0.03%0.05%Q1 2022Q1 20234
QYLD Global X Nasdaq 100 Co...210.00%0.03%0.05%Q1 2022Q2 20234
QCOM Qualcomm Incorporated310.02%0.03%0.03%Q1 2022Q1 20234
CSCO Cisco Systems Inc310.02%0.03%0.03%Q1 2022Q1 20234
RTX RAYTHEON TECHNOLOGIES ...210.01%0.02%0.03%Q1 2022Q2 20234
CVS CVS HEALTH CORP440.01%0.02%0.02%Q3 2022Q2 20234
SHYG ISHARES TR440.00%0.02%0.04%Q3 2022Q2 20234
NEM Newmont Corporation210.01%0.02%0.03%Q1 2022Q2 20234
ALL ALLSTATE CORP310.02%0.02%0.02%Q1 2022Q1 20234
PM PHILIP MORRIS INTL INC310.01%0.02%0.02%Q1 2022Q1 20234
VWO VANGUARD INTL EQUITY I...310.00%0.01%0.02%Q1 2022Q1 20234
DD DUPONT DE NEMOURS INC210.00%0.01%0.02%Q1 2022Q2 20234
PSEP Innovator S&P 500 Powe...440.00%0.01%0.02%Q3 2022Q2 20234
SCHF SCHWAB STRATEGIC TR210.97%1.05%1.10%Q1 2022Q4 20223
SPAB SPDR SER TR210.95%0.98%1.00%Q1 2022Q4 20223
IVE ISHARES TR210.86%0.90%0.91%Q1 2022Q4 20223
IEMG ISHARES INC210.79%0.86%0.95%Q1 2022Q4 20223
SECT NORTHERN LTS FD TR IV210.72%0.75%0.78%Q1 2022Q4 20223
NAPR Innovator Nasdaq-100 A...330.29%0.55%0.81%Q2 2023Q4 20233
FSK FS KKR CAP CORP210.36%0.38%0.40%Q1 2022Q4 20223
CSB VICTORY PORTFOLIOS II210.24%0.31%0.36%Q1 2022Q4 20223
AGGY WISDOMTREE TR210.24%0.25%0.26%Q1 2022Q4 20223
XLF SELECT SECTOR SPDR TR210.24%0.24%0.25%Q1 2022Q4 20223
VB VANGUARD INDEX FDS210.20%0.24%0.26%Q1 2022Q4 20223
QPX Advisorshares Tr Q Dyn...210.00%0.23%0.69%Q1 2022Q2 20233
SPYD SPDR SER TR210.21%0.22%0.23%Q1 2022Q4 20223
RFEU First Trust RiverFront...210.00%0.21%0.62%Q1 2022Q2 20233
GDX VANECK ETF TRUST210.17%0.19%0.20%Q1 2022Q4 20223
CIBR FIRST TR EXCHANGE TRAD...210.13%0.16%0.18%Q1 2022Q4 20223
DTH WISDOMTREE TR210.16%0.16%0.16%Q1 2022Q4 20223
NEAR ISHARES U S ETF TR210.15%0.15%0.16%Q1 2022Q4 20223
SCHZ SCHWAB STRATEGIC TR210.10%0.15%0.19%Q1 2022Q4 20223
PNC PNC FINL SVCS GROUP INC210.14%0.14%0.15%Q1 2022Q4 20223
RSP INVESCO EXCHANGE TRADE...210.09%0.14%0.17%Q1 2022Q4 20223
DEM WISDOMTREE TR210.12%0.12%0.12%Q1 2022Q4 20223
GBIL GOLDMAN SACHS ETF TR210.04%0.12%0.28%Q1 2022Q4 20223
IUSG ISHARES TR210.09%0.12%0.14%Q1 2022Q4 20223
NCLH NORWEGIAN CRUISE LINE ...210.05%0.11%0.16%Q1 2022Q4 20223
CRUZ ETF SER SOLUTIONS210.08%0.11%0.14%Q1 2022Q4 20223
EFV ISHARES TR210.09%0.11%0.12%Q1 2022Q4 20223
FXH FIRST TR EXCHANGE TRAD...210.08%0.10%0.15%Q1 2022Q4 20223
SCHX SCHWAB STRATEGIC TR210.08%0.10%0.11%Q1 2022Q4 20223
SPTM SPDR SER TR210.09%0.10%0.10%Q1 2022Q4 20223
FEM FIRST TR EXCH TRD ALPH...210.09%0.09%0.10%Q1 2022Q4 20223
BSEP INNOVATOR ETFS TR210.08%0.09%0.10%Q1 2022Q4 20223
SPMD SPDR SER TR210.07%0.07%0.08%Q1 2022Q4 20223
IWN ISHARES TR210.06%0.07%0.08%Q1 2022Q4 20223
HPQ HP INC210.01%0.07%0.10%Q1 2022Q4 20223
GOVT ISHARES TR210.03%0.06%0.10%Q1 2022Q4 20223
IWF ISHARES TR210.06%0.06%0.07%Q1 2022Q4 20223
AGG ISHARES TR210.06%0.06%0.07%Q1 2022Q4 20223
MBB ISHARES TR210.02%0.06%0.09%Q1 2022Q4 20223
SCHA SCHWAB STRATEGIC TR210.05%0.06%0.08%Q1 2022Q4 20223
CCL CARNIVAL CORP210.02%0.06%0.13%Q1 2022Q4 20223
DVY ISHARES TR210.06%0.06%0.06%Q1 2022Q4 20223
SPYV SPDR SER TR210.04%0.06%0.07%Q1 2022Q4 20223
IGSB ISHARES TR210.05%0.06%0.07%Q1 2022Q4 20223
RPV INVESCO EXCHANGE TRADE...210.06%0.06%0.06%Q1 2022Q4 20223
IJR ISHARES TR210.03%0.05%0.06%Q1 2022Q4 20223
VOO VANGUARD INDEX FDS210.04%0.05%0.06%Q1 2022Q4 20223
AN AUTONATION INC210.04%0.05%0.07%Q1 2022Q4 20223
JNK SPDR SER TR210.04%0.05%0.07%Q1 2022Q4 20223
LQD ISHARES TR210.04%0.05%0.07%Q1 2022Q4 20223
IPG INTERPUBLIC GROUP COS INC210.04%0.05%0.05%Q1 2022Q4 20223
BLL BALL CORP210.05%0.05%0.05%Q1 2022Q4 20223
REET ISHARES TR210.05%0.05%0.05%Q1 2022Q4 20223
PHILLIPS EDISON & CO INC210.02%0.05%0.11%Q1 2022Q4 20223
PRF INVESCO EXCHANGE TRADE...210.05%0.05%0.05%Q1 2022Q4 20223
MAIN MainStreet Capital Corp330.00%0.04%0.07%Q3 2022Q1 20233
HYLB DBX ETF TR210.04%0.04%0.04%Q1 2022Q4 20223
PBND INVESCO EXCH TRADED FD...210.04%0.04%0.05%Q1 2022Q4 20223
PSA PUBLIC STORAGE210.04%0.04%0.05%Q1 2022Q4 20223
CAG CONAGRA BRANDS INC210.04%0.04%0.04%Q1 2022Q4 20223
VTIP VANGUARD MALVERN FDS210.03%0.04%0.04%Q1 2022Q4 20223
HDV ISHARES TR210.03%0.04%0.04%Q1 2022Q4 20223
WMS ADVANCED DRAIN SYS INC...210.03%0.04%0.05%Q1 2022Q4 20223
IYW ISHARES TR210.03%0.04%0.04%Q1 2022Q4 20223
CSM PROSHARES TR210.04%0.04%0.04%Q1 2022Q4 20223
TLH ISHARES TR210.02%0.04%0.05%Q1 2022Q4 20223
SCHE SCHWAB STRATEGIC TR210.03%0.04%0.04%Q1 2022Q4 20223
IWD ISHARES TR210.04%0.04%0.04%Q1 2022Q4 20223
IWP ISHARES TR210.02%0.04%0.04%Q1 2022Q4 20223
VO VANGUARD INDEX FDS210.03%0.04%0.04%Q1 2022Q4 20223
HRL HORMEL FOODS CORP210.03%0.03%0.04%Q1 2022Q4 20223
Aim Etf Products Trust...330.02%0.03%0.06%Q4 2022Q2 20233
Z Zillow Group Inc C330.02%0.03%0.05%Q1 2023Q3 20233
TIP ISHARES TR210.03%0.03%0.03%Q1 2022Q4 20223
IWS ISHARES TR210.02%0.03%0.04%Q1 2022Q4 20223
OPER ETF SER SOLUTIONS210.02%0.03%0.03%Q1 2022Q4 20223
AOA ISHARES TR210.02%0.03%0.04%Q1 2022Q4 20223
MDY SPDR S&P MIDCAP 400 ET...210.03%0.03%0.03%Q1 2022Q4 20223
ROK ROCKWELL AUTOMATION INC210.03%0.03%0.03%Q1 2022Q4 20223
VV Vanguard Large-Cap Ind...210.01%0.03%0.05%Q1 2023Q4 20233
VRIG INVESCO ACTIVELY MANAG...210.03%0.03%0.03%Q1 2022Q4 20223
ISTB ISHARES TR210.02%0.03%0.04%Q1 2022Q4 20223
SCHG SCHWAB STRATEGIC TR210.02%0.03%0.03%Q1 2022Q4 20223
TMAT NORTHERN LTS FD TR IV210.02%0.03%0.03%Q1 2022Q4 20223
LUV SOUTHWEST AIRLS CO210.02%0.03%0.03%Q1 2022Q4 20223
IUSV ISHARES TR210.02%0.03%0.03%Q1 2022Q4 20223
HYG ISHARES TR210.02%0.03%0.03%Q1 2022Q4 20223
COP CONOCOPHILLIPS210.02%0.02%0.03%Q1 2022Q4 20223
IWB ISHARES TR210.02%0.02%0.02%Q1 2022Q4 20223
VTWO VANGUARD SCOTTSDALE FDS210.02%0.02%0.03%Q1 2022Q4 20223
IGIB ISHARES TR210.02%0.02%0.04%Q1 2022Q4 20223
BHP BHP GROUP LTD210.02%0.02%0.02%Q1 2022Q4 20223
PEG PUBLIC SVC ENTERPRISE ...210.02%0.02%0.02%Q1 2022Q4 20223
EMR EMERSON ELEC CO210.02%0.02%0.02%Q1 2022Q4 20223
ICVT ISHARES TR210.01%0.02%0.03%Q1 2022Q4 20223
SLYV SPDR SER TR210.02%0.02%0.03%Q1 2022Q4 20223
AOM ISHARES TR210.02%0.02%0.03%Q1 2022Q4 20223
AVGO BROADCOM INC210.02%0.02%0.02%Q1 2022Q4 20223
PAYX PAYCHEX INC210.02%0.02%0.02%Q1 2022Q4 20223
CMA COMERICA INC210.02%0.02%0.03%Q1 2022Q4 20223
FISV FISERV INC210.02%0.02%0.02%Q1 2022Q4 20223
SUB ISHARES TR210.02%0.02%0.02%Q1 2022Q4 20223
SPDW SPDR INDEX SHS FDS210.02%0.02%0.02%Q1 2022Q4 20223
MMM 3M CO210.02%0.02%0.02%Q1 2022Q4 20223
ETN EATON CORP PLC330.01%0.02%0.03%Q4 2022Q2 20233
IDEV ISHARES TR210.02%0.02%0.02%Q1 2022Q4 20223
SO SOUTHERN CO210.02%0.02%0.02%Q1 2022Q4 20223
EAPR INNOVATOR ETFS TR210.02%0.02%0.02%Q1 2022Q4 20223
SPEM SPDR INDEX SHS FDS210.02%0.02%0.02%Q1 2022Q4 20223
VOE VANGUARD INDEX FDS210.02%0.02%0.02%Q1 2022Q4 20223
DIVB ISHARES TR210.02%0.02%0.02%Q1 2022Q4 20223
FPX FIRST TR EXCHANGE TRAD...210.02%0.02%0.02%Q1 2022Q4 20223
PRU PRUDENTIAL FINL INC210.01%0.02%0.02%Q1 2022Q1 20233
FTCS FIRST TR EXCHANGE-TRAD...210.00%0.01%0.02%Q1 2022Q2 20233
STARBOARD INVT TR210.01%0.01%0.01%Q1 2022Q4 20223
PFG Principal Financial Gr...330.00%0.01%0.02%Q3 2022Q1 20233
FDL First TR Morningstar D...210.00%0.01%0.03%Q1 2022Q2 20233
VCIF VERTICAL CAP INCOME FD210.01%0.01%0.01%Q1 2022Q4 20223
COIN COINBASE GLOBAL INC210.00%0.01%0.02%Q1 2022Q2 20233
BND Vanguard Total Bond Ma...330.00%0.01%0.02%Q4 2022Q2 20233
USA LIBERTY ALL STAR EQUIT...210.01%0.01%0.01%Q1 2022Q4 20223
SQFT PRESIDIO PPTY TR INC210.00%0.01%0.01%Q1 2022Q4 20223
TDOC TELADOC HEALTH INC210.00%0.01%0.02%Q1 2022Q2 20233
SEEL SEELOS THERAPEUTICS INC210.00%0.00%0.01%Q1 2022Q4 20223
RINGCENTRAL INC210.00%0.00%0.00%Q1 2022Q4 20223
PAVM PAVMED INC210.00%0.00%0.00%Q1 2022Q4 20223
PRESIDIO PPTY TR INC210.00%0.00%0.00%Q1 2022Q4 20223
VANECK ETF TRUST221.40%1.44%1.47%Q3 2023Q4 20232
COLUMBIA ETF TR I220.56%0.57%0.58%Q3 2023Q4 20232
HSY The Hershey Company220.25%0.54%0.83%Q4 2022Q1 20232
EMLP FIRST TR EXCHANGE-TRAD...110.34%0.35%0.35%Q1 2022Q3 20222
LULU LULULEMON ATHLETICA INC220.14%0.16%0.19%Q3 2023Q4 20232
INNOVATOR ETFS TR220.16%0.16%0.16%Q3 2022Q4 20222
GDV GABELLI DIVID & INCOME TR220.08%0.08%0.09%Q3 2022Q4 20222
LPX LOUISIANA PAC CORP110.06%0.07%0.08%Q1 2022Q3 20222
IJUL INNOVATOR ETFS TR110.07%0.07%0.07%Q1 2022Q3 20222
FXZ FIRST TR EXCHANGE TRAD...110.04%0.06%0.08%Q1 2022Q3 20222
VERALTO CORP220.04%0.06%0.06%Q3 2023Q4 20232
JPHY J P MORGAN EXCHANGE-TR...110.05%0.05%0.05%Q1 2022Q3 20222
BALT INNOVATOR ETFS TR220.04%0.04%0.04%Q3 2022Q4 20222
BSX Boston Scientific220.03%0.04%0.05%Q1 2023Q2 20232
SUSL iShares ESG MSCI USA L...220.02%0.03%0.04%Q1 2023Q2 20232
NORTHERN LTS FD TR IV220.03%0.03%0.04%Q3 2022Q4 20222
SUN SUNOCO LP/SUNOCO FIN CORP220.03%0.03%0.03%Q3 2022Q4 20222
HOLX Hologic Inc220.03%0.03%0.03%Q1 2023Q2 20232
PCAR Paccar Inc220.02%0.03%0.04%Q1 2023Q2 20232
MTUM ISHARES TR220.03%0.03%0.03%Q3 2022Q4 20222
IWO ISHARES TR220.03%0.03%0.03%Q3 2022Q4 20222
VCSH VANGUARD SCOTTSDALE FDS110.02%0.03%0.04%Q1 2022Q4 20222
ZTS Zoetis Inc220.02%0.03%0.03%Q1 2023Q2 20232
VEEV Veeva Systems Inc220.02%0.03%0.03%Q1 2023Q2 20232
XDQQ INNOVATOR ETFS TR220.02%0.02%0.02%Q3 2022Q4 20222
HIG Hartford Financial Svcs220.02%0.02%0.03%Q1 2023Q2 20232
COMT ISHARES U S ETF TR110.02%0.02%0.03%Q1 2022Q3 20222
VLO VALERO ENERGY CORP220.02%0.02%0.02%Q4 2022Q1 20232
NUEM NuShares ESG Emerging ...220.02%0.02%0.03%Q1 2023Q2 20232
VXUS Vanguard Total Intl St...220.02%0.02%0.03%Q1 2023Q2 20232
SMOG VanEck Low Carbon Energy220.02%0.02%0.03%Q1 2023Q2 20232
FNDX SCHWAB STRATEGIC TR220.02%0.02%0.02%Q3 2022Q4 20222
JCI Johnson Controls Inter...220.01%0.02%0.03%Q1 2023Q2 20232
EXPD Expeditors Internation...220.01%0.02%0.02%Q1 2023Q2 20232
GILD Gilead Sciences Inc220.01%0.02%0.02%Q1 2023Q2 20232
LSI LIFE STORAGE INC110.02%0.02%0.02%Q1 2022Q4 20222
VTRS Viatris Inc220.01%0.02%0.02%Q1 2023Q2 20232
FBHS Fortune Brands Innovat...220.01%0.02%0.02%Q1 2023Q2 20232
REGN Regeneron Pharmaceuticals220.01%0.02%0.02%Q1 2023Q2 20232
DHS WisdomTree High Divide...220.01%0.02%0.02%Q1 2023Q2 20232
CHI CALAMOS CONV OPPORTUNI...110.00%0.02%0.03%Q1 2022Q1 20232
ACSG Xtrackers MSCI ACWI ex...220.01%0.02%0.02%Q1 2023Q2 20232
IBB iShares Biotechnology ETF220.01%0.01%0.02%Q1 2023Q2 20232
OXY OCCIDENTAL PETE CORP220.01%0.01%0.02%Q3 2022Q4 20222
ITT ITT Inc220.01%0.01%0.02%Q1 2023Q2 20232
KR Kroger Company220.01%0.01%0.02%Q1 2023Q2 20232
SAGE Sage Therapeutics Inc220.00%0.01%0.03%Q1 2023Q2 20232
Aspen Technology Inc220.01%0.01%0.02%Q1 2023Q2 20232
TAN Invesco Solar ETF220.01%0.01%0.02%Q1 2023Q2 20232
MPC Marathon Petroleum Corp220.01%0.01%0.02%Q1 2023Q2 20232
CME CME Group Inc220.01%0.01%0.02%Q1 2023Q2 20232
CRM Salesforce Inc110.01%0.01%0.02%Q1 2022Q1 20232
IGV iShares Expanded Tech ...220.01%0.01%0.01%Q1 2023Q2 20232
DSL DOUBLELINE INCOME SOLU...220.01%0.01%0.01%Q3 2022Q4 20222
ALT ALTIMMUNE INC220.01%0.01%0.01%Q3 2022Q4 20222
COLL Collegium Pharmaceutic...220.01%0.01%0.01%Q1 2023Q2 20232
ICLN iShares Global Clean E...220.01%0.01%0.01%Q1 2023Q2 20232
OCSL OAKTREE SPECIALTY LEND...220.01%0.01%0.01%Q3 2022Q4 20222
FSLR First Solar Inc220.01%0.01%0.01%Q1 2023Q2 20232
IQI INVESCO QUALITY MUN IN...220.01%0.01%0.01%Q4 2022Q1 20232
NAC NUVEEN CA QUALTY MUN I...220.01%0.01%0.01%Q3 2022Q4 20222
ES Eversource Energy220.01%0.01%0.01%Q1 2023Q2 20232
DVN Devon Energy Corporation220.00%0.01%0.01%Q1 2023Q2 20232
PBD Invesco Global Clean E...220.01%0.01%0.01%Q1 2023Q2 20232
CG The Carlyle Group Inc220.01%0.01%0.01%Q1 2023Q2 20232
SCS STEELCASE INC220.01%0.01%0.01%Q3 2022Q4 20222
HYD VanEck High Yield Muni220.01%0.01%0.01%Q1 2023Q2 20232
AFIN THE NECESSITY RETAIL R...220.01%0.01%0.01%Q3 2022Q4 20222
DECK Deckers Outdoor Corp220.00%0.01%0.01%Q1 2023Q2 20232
Shell PLC A Spons ADR220.00%0.01%0.01%Q1 2023Q2 20232
NOK Nokia Corp220.00%0.01%0.01%Q1 2023Q2 20232
THC Tenet Healthcare Corp220.00%0.01%0.01%Q1 2023Q2 20232
ENB Enbridge Inc220.00%0.00%0.01%Q1 2023Q2 20232
COF Capital One Financial ...220.00%0.00%0.01%Q1 2023Q2 20232
TRV The Travelers Companie...220.00%0.00%0.01%Q1 2023Q2 20232
GPRE Green Plains Inc220.00%0.00%0.01%Q1 2023Q2 20232
OPRX Optimizerx Corp220.00%0.00%0.00%Q1 2023Q2 20232
PANW Palo Alto Networks Com220.00%0.00%0.01%Q1 2023Q2 20232
DBA Invesco DB Agriculture220.00%0.00%0.00%Q1 2023Q2 20232
CI The Cigna Group220.00%0.00%0.00%Q1 2023Q2 20232
SPWR Sun Power Corporation220.00%0.00%0.00%Q1 2023Q2 20232
NWN Northwest Natural Hldg Co220.00%0.00%0.00%Q1 2023Q2 20232
MRO Marathon Oil Corp220.00%0.00%0.00%Q1 2023Q2 20232
PXD Pioneer Natural Resour...220.00%0.00%0.00%Q1 2023Q2 20232
CRWD Crowdstrike Hldgs Inc ...220.00%0.00%0.00%Q1 2023Q2 20232
TMUS T-Mobile US Inc Com220.00%0.00%0.00%Q1 2023Q2 20232
Masterbrand Inc220.00%0.00%0.00%Q1 2023Q2 20232
EPD Enterprise Products Pa...220.00%0.00%0.00%Q1 2023Q2 20232
ACVF Etf Opportunities Tr A...220.00%0.00%0.00%Q1 2023Q2 20232
MFC Manulife Financial Corp220.00%0.00%0.00%Q1 2023Q2 20232
GS Goldman Sachs Group Inc220.00%0.00%0.00%Q1 2023Q2 20232
Niocorp Developments Ltd220.00%0.00%0.00%Q1 2023Q2 20232
NRZ RITHM Capital Corp220.00%0.00%0.00%Q1 2023Q2 20232
SPHD Invesco S&P 500 High D...220.00%0.00%0.00%Q1 2023Q2 20232
TXT Textron Inc220.00%0.00%0.00%Q1 2023Q2 20232
DOV Dover Corp220.00%0.00%0.00%Q1 2023Q2 20232
SRDX Surmodics Inc220.00%0.00%0.00%Q1 2023Q2 20232
PINS Pinterest Inc Cl A220.00%0.00%0.00%Q1 2023Q2 20232
IXN iShares Global Tech ETF220.00%0.00%0.00%Q1 2023Q2 20232
C Citigroup Inc220.00%0.00%0.00%Q1 2023Q2 20232
AXP American Express Co220.00%0.00%0.00%Q1 2023Q2 20232
NNI Nelnet Inc220.00%0.00%0.00%Q1 2023Q2 20232
VHC VIRNETX HLDG CORP220.00%0.00%0.00%Q3 2022Q4 20222
FCEL Fuelcell Energy Inc220.00%0.00%0.00%Q1 2023Q2 20232
MAXN Maxeon Solar Technolog...220.00%0.00%0.00%Q1 2023Q2 20232
GOED POLISHED COM INC220.00%0.00%0.00%Q3 2022Q4 20222
MGM MGM Resorts International220.00%0.00%0.00%Q1 2023Q2 20232
UNG United States Natural ...220.00%0.00%0.00%Q1 2023Q2 20232
ADNT Adient PLC220.00%0.00%0.00%Q1 2023Q2 20232
QS Quantumscape Corp Com ...220.00%0.00%0.00%Q1 2023Q2 20232
DOCUSIGN INC220.00%0.00%0.00%Q3 2022Q4 20222
BITQ Bitwise Crypto Industr...220.00%0.00%0.00%Q1 2023Q2 20232
CMG Chipotle Mexican Grill220.00%0.00%0.00%Q1 2023Q2 20232
ETSY Etsy Inc220.00%0.00%0.00%Q1 2023Q2 20232
Global X SuperDividend220.00%0.00%0.00%Q1 2023Q2 20232
Zimvie Inc220.00%0.00%0.00%Q1 2023Q2 20232
Warner Bros Discovery ...220.00%0.00%0.00%Q1 2023Q2 20232
Bath & Body Works Inc220.00%0.00%0.00%Q1 2023Q2 20232
MLPX Global X MLP & Energy ...220.00%0.00%0.00%Q1 2023Q2 20232
SOCL Global X Social Media ETF220.00%0.00%0.00%Q1 2023Q2 20232
SOFI Sofi Technologies Inc220.00%0.00%0.00%Q1 2023Q2 20232
GCI Gannett Co Inc220.00%0.00%0.00%Q1 2023Q2 20232
LMND Lemonade Inc220.00%0.00%0.00%Q1 2023Q2 20232
Victorias Secret And Co220.00%0.00%0.00%Q1 2023Q2 20232
EZFILL HOLDINGS INC220.00%0.00%0.00%Q3 2022Q4 20222
TTD The Trade Desk Inc Com...220.00%0.00%0.00%Q1 2023Q2 20232
IXUS iShares Core MSCI Tota...220.00%0.00%0.00%Q1 2023Q2 20232
NKTR Nektar Therapeutics220.00%0.00%0.00%Q1 2023Q2 20232
SGMO Sangamo Therapeutics Inc220.00%0.00%0.00%Q1 2023Q2 20232
X US Steel Corp220.00%0.00%0.00%Q1 2023Q2 20232
Orion Office REIT Inc220.00%0.00%0.00%Q1 2023Q2 20232
OKTA Okta Inc Com Cl A220.00%0.00%0.00%Q1 2023Q2 20232
TALO Talos Energy220.00%0.00%0.00%Q1 2023Q2 20232
SNAP Snap Inc220.00%0.00%0.00%Q1 2023Q2 20232
American Strategic Inv...220.00%0.00%0.00%Q1 2023Q2 20232
Kyndryl Hldgs Inc Com220.00%0.00%0.00%Q1 2023Q2 20232
TWLO Twilio Inc Cl A220.00%0.00%0.00%Q1 2023Q2 20232
MJ ETFMG Alternative Harvest220.00%0.00%0.00%Q1 2023Q2 20232
Remark Hldgs Inc220.00%0.00%0.00%Q1 2023Q2 20232
VTR Ventas Inc220.00%0.00%0.00%Q1 2023Q2 20232
Rivian Automotive, Inc.220.00%0.00%0.00%Q1 2023Q2 20232
RBLX Roblox Corp CL A220.00%0.00%0.00%Q1 2023Q2 20232
Capstone Green Energy ...220.00%0.00%0.00%Q1 2023Q2 20232
CGC Canopy Growth Corporation220.00%0.00%0.00%Q1 2023Q2 20232
BSQR BSQUARE Corp220.00%0.00%0.00%Q1 2023Q2 20232
Lucid Group Inc220.00%0.00%0.00%Q1 2023Q2 20232
INDI Indie Semiconductor Inc A220.00%0.00%0.00%Q1 2023Q2 20232
JAZZ Jazz Pharmaceuticals PLC220.00%0.00%0.00%Q1 2023Q2 20232
BHF Brighthouse Finl Inc220.00%0.00%0.00%Q1 2023Q2 20232
MU Micron Technology Inc220.00%0.00%0.00%Q1 2023Q2 20232
PFX Phenixfin Corp220.00%0.00%0.00%Q1 2023Q2 20232
RPM RPM INTL INC111.04%1.04%1.04%Q4 2023Q4 20231
VUSB VANGUARD BD INDEX FDS111.03%1.03%1.03%Q4 2023Q4 20231
ICOW PACER FDS TR110.76%0.76%0.76%Q4 2023Q4 20231
WISDOMTREE TR110.48%0.48%0.48%Q4 2023Q4 20231
FIRST TR EXCHNG TRADED...110.36%0.36%0.36%Q4 2023Q4 20231
PDEC INNOVATOR ETFS TR110.34%0.34%0.34%Q4 2023Q4 20231
AIM ETF PRODUCTS TRUST110.26%0.26%0.26%Q4 2023Q4 20231
AVDG NEW AGE ALPHA TR110.25%0.25%0.25%Q1 2022Q1 20221
MATTHEWS ASIA FDS110.23%0.23%0.23%Q4 2022Q4 20221
FEMS FIRST TR EXCH TRD ALPH...110.22%0.22%0.22%Q4 2022Q4 20221
JOHN HANCOCK EXCHANGE ...110.16%0.16%0.16%Q4 2023Q4 20231
DNOV FIRST TR EXCHNG TRADED...110.10%0.10%0.10%Q1 2022Q1 20221
BXC BLUELINX HLDGS INC110.08%0.08%0.08%Q4 2022Q4 20221
AZPN ASPEN TECHNOLOGY INC110.08%0.08%0.08%Q1 2022Q1 20221
BMAY INNOVATOR ETFS TR110.07%0.07%0.07%Q4 2022Q4 20221
EELV INVESCO EXCH TRADED FD...110.07%0.07%0.07%Q3 2022Q3 20221
UNOV INNOVATOR ETFS TR110.07%0.07%0.07%Q1 2022Q1 20221
SGOL ABRDN GOLD ETF TRUST110.06%0.06%0.06%Q4 2023Q4 20231
IRT INDEPENDENCE RLTY TR INC110.05%0.05%0.05%Q1 2022Q1 20221
SPHY SPDR SER TR110.05%0.05%0.05%Q4 2022Q4 20221
DBJA INNOVATOR ETFS TR110.05%0.05%0.05%Q4 2022Q4 20221
GNRC GENERAC HLDGS INC110.05%0.05%0.05%Q3 2023Q3 20231
SQM SOCIEDAD QUIMICA Y MIN...110.04%0.04%0.04%Q4 2023Q4 20231
SWCH SWITCH INC110.04%0.04%0.04%Q1 2022Q1 20221
XDSQ INNOVATOR ETFS TR110.04%0.04%0.04%Q4 2022Q4 20221
FAD FIRST TR MULTI CAP GRO...110.03%0.03%0.03%Q1 2022Q1 20221
PBP INVESCO EXCHANGE TRADE...110.03%0.03%0.03%Q1 2022Q1 20221
NET LEASE OFFICE PROPE...110.03%0.03%0.03%Q4 2023Q4 20231
USHY ISHARES TR110.03%0.03%0.03%Q1 2022Q1 20221
EA SERIES TRUST110.03%0.03%0.03%Q4 2023Q4 20231
NYF ISHARES TR110.03%0.03%0.03%Q1 2022Q1 20221
INVENTRUST PPTYS CORP110.03%0.03%0.03%Q1 2022Q1 20221
FALN ISHARES TR110.03%0.03%0.03%Q1 2022Q1 20221
USIG ISHARES TR110.03%0.03%0.03%Q1 2022Q1 20221
RZG INVESCO EXCHANGE TRADE...110.03%0.03%0.03%Q1 2022Q1 20221
OUSA OSI ETF TR110.03%0.03%0.03%Q1 2022Q1 20221
EA SERIES TRUST110.03%0.03%0.03%Q4 2022Q4 20221
BIV VANGUARD BD INDEX FDS110.03%0.03%0.03%Q1 2022Q1 20221
IEFA ISHARES TR110.02%0.02%0.02%Q1 2022Q1 20221
EA SERIES TRUST110.02%0.02%0.02%Q4 2022Q4 20221
PATH UIPATH INC110.02%0.02%0.02%Q1 2022Q1 20221
TJX TJX COS INC NEW110.02%0.02%0.02%Q4 2022Q4 20221
MDIV First Trust Multi0Asse...110.02%0.02%0.02%Q1 2023Q1 20231
VLUE ISHARES TR110.02%0.02%0.02%Q1 2022Q1 20221
MID AMERICAN CENTY ETF TR110.02%0.02%0.02%Q1 2022Q1 20221
JHMT JOHN HANCOCK EXCHANGE ...110.02%0.02%0.02%Q1 2022Q1 20221
SHW SHERWIN WILLIAMS CO110.02%0.02%0.02%Q1 2022Q1 20221
IGM iShares Expanded Tech ...110.02%0.02%0.02%Q1 2023Q1 20231
KKR KKR & CO INC110.02%0.02%0.02%Q1 2022Q1 20221
ORCL ORACLE CORP110.02%0.02%0.02%Q1 2022Q1 20221
PSMM INVESCO ACTIVELY MANAG...110.02%0.02%0.02%Q1 2022Q1 20221
OKE ONEOK INC NEW110.02%0.02%0.02%Q1 2022Q1 20221
INNOVATOR ETFS TR110.02%0.02%0.02%Q4 2022Q4 20221
DLN WisdomTree LargeCap Di...110.02%0.02%0.02%Q1 2023Q1 20231
BOTZ Global X Robotics & Ar...110.02%0.02%0.02%Q2 2023Q2 20231
XBI SPDR SER TR110.02%0.02%0.02%Q1 2022Q1 20221
IFRA ISHARES TR110.02%0.02%0.02%Q4 2022Q4 20221
YUM YUM BRANDS INC110.02%0.02%0.02%Q1 2022Q1 20221
GSG ISHARES S&P GSCI COMMO...110.02%0.02%0.02%Q1 2022Q1 20221
IAPR INNOVATOR ETFS TR110.02%0.02%0.02%Q4 2022Q4 20221
GIS General Mills Inc110.01%0.01%0.01%Q1 2023Q1 20231
CSX CSX CORP110.01%0.01%0.01%Q1 2022Q1 20221
MATTHEWS ASIA FDS110.01%0.01%0.01%Q4 2022Q4 20221
DISCK DISCOVERY INC110.01%0.01%0.01%Q1 2022Q1 20221
LNT Alliant Energy Corp110.01%0.01%0.01%Q1 2023Q1 20231
DCTH DELCATH SYS INC110.01%0.01%0.01%Q4 2023Q4 20231
MRNA Moderna Inc Com110.01%0.01%0.01%Q1 2023Q1 20231
CLX Clorox Co110.01%0.01%0.01%Q1 2023Q1 20231
AZBL AllianzIM US Large Cap...110.01%0.01%0.01%Q2 2023Q2 20231
AZBA AllianzIM US Large Cap...110.01%0.01%0.01%Q2 2023Q2 20231
MANDIANT INC110.01%0.01%0.01%Q1 2022Q1 20221
MET MetLife Inc110.01%0.01%0.01%Q1 2023Q1 20231
UJAN Innovator S&P 500 Ultr...110.01%0.01%0.01%Q1 2023Q1 20231
KLAC KLA Corp110.01%0.01%0.01%Q2 2023Q2 20231
IXJ iShares Global Healthc...110.01%0.01%0.01%Q1 2023Q1 20231
GD General Dynamics Corpo...110.01%0.01%0.01%Q1 2023Q1 20231
GSLC Goldman Sachs Activebe...110.01%0.01%0.01%Q1 2023Q1 20231
MUA BlackRock MuniAssets Fund110.01%0.01%0.01%Q1 2023Q1 20231
CPB Campbell Soup Co110.01%0.01%0.01%Q1 2023Q1 20231
WSO Watsco Inc110.01%0.01%0.01%Q1 2023Q1 20231
HCAT Health Catalyst Inc110.01%0.01%0.01%Q1 2023Q1 20231
LUMN LUMEN TECHNOLOGIES INC110.01%0.01%0.01%Q1 2022Q1 20221
GSK PLC110.01%0.01%0.01%Q1 2023Q1 20231
DXCM DexCom Inc110.01%0.01%0.01%Q2 2023Q2 20231
WEAT Teucrium Wheat110.01%0.01%0.01%Q2 2023Q2 20231
URA Global X Uranium ETF110.01%0.01%0.01%Q2 2023Q2 20231
EWZ iShares MSCI Brazil110.01%0.01%0.01%Q2 2023Q2 20231
PENN Penn Entertainment Inc110.01%0.01%0.01%Q1 2023Q1 20231
TSM Taiwan Semiconductor M...110.01%0.01%0.01%Q2 2023Q2 20231
NVS Novartis AG Spons ADR110.01%0.01%0.01%Q2 2023Q2 20231
AJG Gallagher Arthur J & Co110.01%0.01%0.01%Q1 2023Q1 20231
WPM Wheaton Precious Metal...110.01%0.01%0.01%Q2 2023Q2 20231
WY Weyerhaeuser Inc110.01%0.01%0.01%Q1 2023Q1 20231
BNS Bank of Nova Scotia110.01%0.01%0.01%Q2 2023Q2 20231
TTE TotalEnergies SE110.01%0.01%0.01%Q2 2023Q2 20231
UL Unilever PLC ADR110.01%0.01%0.01%Q2 2023Q2 20231
AEM Agnico Eagle Mines Ltd110.01%0.01%0.01%Q2 2023Q2 20231
POCT Innovator US Equity Po...110.01%0.01%0.01%Q1 2023Q1 20231
MMP Magellan Midstream Par...110.01%0.01%0.01%Q2 2023Q2 20231
CORN Teucrium Corn Fund110.01%0.01%0.01%Q2 2023Q2 20231
Ion Media Networks Inc110.01%0.01%0.01%Q2 2023Q2 20231
IHI iShares U.S. Medical D...110.01%0.01%0.01%Q2 2023Q2 20231
CL Colgate0Palmolive Co110.00%0.00%0.00%Q1 2023Q1 20231
EXC Exelon Corp110.00%0.00%0.00%Q1 2023Q1 20231
ABNB Airbnb Inc110.00%0.00%0.00%Q1 2023Q1 20231
ZS Zscaler Inc110.00%0.00%0.00%Q2 2023Q2 20231
ULTA Ulta Beauty Inc110.00%0.00%0.00%Q2 2023Q2 20231
IJK iShares S&P Mid Cap 40...110.00%0.00%0.00%Q1 2023Q1 20231
Constellation Energy Corp110.00%0.00%0.00%Q1 2023Q1 20231
STON STONEMOR INC110.00%0.00%0.00%Q1 2022Q1 20221
EVRG Evergy Inc110.00%0.00%0.00%Q1 2023Q1 20231
CC The Chemours Company110.00%0.00%0.00%Q1 2023Q1 20231
AA Alcoa Corporation110.00%0.00%0.00%Q1 2023Q1 20231
SCHW Charles Schwab Corp110.00%0.00%0.00%Q1 2023Q1 20231
BURL Burlington Stores Inc110.00%0.00%0.00%Q2 2023Q2 20231
GH Guardant Health Inc110.00%0.00%0.00%Q1 2023Q1 20231
VIG Vanguard Dividend Appr...110.00%0.00%0.00%Q1 2023Q1 20231
LVS Las Vegas Sands Corp110.00%0.00%0.00%Q1 2023Q1 20231
Haleon Plc Shs Adr110.00%0.00%0.00%Q1 2023Q1 20231
HLT Hilton Worldwide Holdi...110.00%0.00%0.00%Q1 2023Q1 20231
Vaneck Green Metals Etf110.00%0.00%0.00%Q1 2023Q1 20231
PLUG Plug Power Inc110.00%0.00%0.00%Q1 2023Q1 20231
CPI IQ CPI Inflation Hedged110.00%0.00%0.00%Q1 2023Q1 20231
LEN Lennar Corp Class A110.00%0.00%0.00%Q1 2023Q1 20231
LITE Lumentum Holdings Inc110.00%0.00%0.00%Q1 2023Q1 20231
SOXX iShares PHLX SOX Semic...110.00%0.00%0.00%Q1 2023Q1 20231
PSX Phillips 66110.00%0.00%0.00%Q1 2023Q1 20231
VNQ Vanguard Real Estate110.00%0.00%0.00%Q1 2023Q1 20231
GLW Corning Inc110.00%0.00%0.00%Q1 2023Q1 20231
BDX Becton, Dickinson and ...110.00%0.00%0.00%Q1 2023Q1 20231
WAB Wabtec Corporation110.00%0.00%0.00%Q1 2023Q1 20231
BIDU Baidu.Com Inc ADR110.00%0.00%0.00%Q1 2023Q1 20231
PCG PG & E Corp110.00%0.00%0.00%Q1 2023Q1 20231
CTVA Corteva Inc110.00%0.00%0.00%Q1 2023Q1 20231
CSGP CoStar Group Inc110.00%0.00%0.00%Q1 2023Q1 20231
AMP Ameriprise Financial Inc110.00%0.00%0.00%Q1 2023Q1 20231
NUSCALE PWR CORP CLASS A110.00%0.00%0.00%Q1 2023Q1 20231
PEAK Healthpeak Properties Inc110.00%0.00%0.00%Q1 2023Q1 20231
KEYS Keysight Technologies Inc110.00%0.00%0.00%Q1 2023Q1 20231
KMI Kinder Morgan Inc110.00%0.00%0.00%Q1 2023Q1 20231
WOR Worthington Industries...110.00%0.00%0.00%Q1 2023Q1 20231
XLB SPDR Materials Select ...110.00%0.00%0.00%Q1 2023Q1 20231
XLP SPDR Consumer Staples ...110.00%0.00%0.00%Q1 2023Q1 20231
TTOO T2 BIOSYSTEMS INC110.00%0.00%0.00%Q1 2022Q1 20221
LGND Ligand Pharmaceuticals...110.00%0.00%0.00%Q1 2023Q1 20231
GE Healthcare Technolo...110.00%0.00%0.00%Q1 2023Q1 20231
LYV Live Nation Inc110.00%0.00%0.00%Q1 2023Q1 20231
ACB Aurora Cannabis Inc110.00%0.00%0.00%Q1 2023Q1 20231
HUN Huntsman Corp110.00%0.00%0.00%Q1 2023Q1 20231
BYND Beyond Meat Inc110.00%0.00%0.00%Q1 2023Q1 20231
Westport Fuel Systems110.00%0.00%0.00%Q2 2023Q2 20231
WPRT Westport Fuel Systems110.00%0.00%0.00%Q1 2023Q1 20231
TNL Travel Leisure Co.110.00%0.00%0.00%Q2 2023Q2 20231
AMPE AMPIO PHARMACEUTICALS INC110.00%0.00%0.00%Q1 2022Q1 20221
Proshares TR Bitcoin S...110.00%0.00%0.00%Q1 2023Q1 20231
SIRI Sirius XM Holdings Inc110.00%0.00%0.00%Q1 2023Q1 20231
OmniAb Inc110.00%0.00%0.00%Q1 2023Q1 20231
FAN First Trust ISE Global...110.00%0.00%0.00%Q1 2023Q1 20231
Acelrx Pharmaceuticals...110.00%0.00%0.00%Q2 2023Q2 20231
ANNX Annexon Inc Com110.00%0.00%0.00%Q1 2023Q1 20231
Embecta Corp110.00%0.00%0.00%Q1 2023Q1 20231
TALKW Talkspace Inc Wt 6/21/...110.00%0.00%0.00%Q1 2023Q1 20231
TROW T. Rowe Price Group Inc110.00%0.00%0.00%Q1 2023Q1 20231
OGN Organon & Co110.00%0.00%0.00%Q1 2023Q1 20231
 Download

The securities at the top of the list , including APPLE INC, BERKSHIRE HATHAWAY INC DEL, and Vanguard Total Stock Market, are the highest-conviction holdings of WealthPlan Investment Management, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by WealthPlan Investment Management, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that WealthPlan Investment Management, LLC owns currently or has owned in the past.