| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CYCC | Exit | CYCLACEL PHARMACEUTICALS INC | $0 | – | -30,175 | -100.0% | -0.00% | – |
| DM | Exit | DESKTOP METAL | $0 | – | -10,528 | -100.0% | -0.01% | – |
| NRO | Exit | NEUBERGER BERMAN | $0 | – | -12,120 | -100.0% | -0.01% | – |
| UNIT | Exit | UNITI GROUP | $0 | – | -10,099 | -100.0% | -0.02% | – |
| FGB | Exit | FIRST TRUST | $0 | – | -17,340 | -100.0% | -0.02% | – |
| Exit | RUBICON TECHNOLOGIES INC | $0 | – | -36,265 | -100.0% | -0.02% | – | |
| RQI | Exit | COHEN & STEERS | $0 | – | -10,198 | -100.0% | -0.03% | – |
| ETRN | Exit | EQUITRANS MIDSTREAM | $0 | – | -13,331 | -100.0% | -0.04% | – |
| Exit | WARNER BROS | $0 | – | -11,631 | -100.0% | -0.04% | – | |
| EXG | Exit | EATON VANCE | $0 | – | -17,735 | -100.0% | -0.04% | – |
| NCZ | Exit | VIRTUS CONVERTIBLE | $0 | – | -59,074 | -100.0% | -0.05% | – |
| MPW | Exit | MEDICAL PROPERTIES | $0 | – | -31,607 | -100.0% | -0.06% | – |
| PHK | Exit | PIMCO HIGH | $0 | – | -43,475 | -100.0% | -0.06% | – |
| VOOV | Exit | VANGUARD S&P | $0 | – | -1,362 | -100.0% | -0.07% | – |
| LEN | Exit | LENNAR CORP | $0 | – | -1,829 | -100.0% | -0.07% | – |
| DEO | Exit | DIAGEO PLC | $0 | – | -1,383 | -100.0% | -0.07% | – |
| SPAB | Exit | SPDR PORTFOLIO | $0 | – | -8,436 | -100.0% | -0.07% | – |
| MMM | Exit | 3M CO | $0 | – | -2,219 | -100.0% | -0.07% | – |
| CEQP | Exit | CRESTWOOD EQUITY | $0 | – | -7,228 | -100.0% | -0.07% | – |
| USMV | Exit | ISHARES MSCI | $0 | – | -2,911 | -100.0% | -0.07% | – |
| VV | Exit | VANGUARD LARGE | $0 | – | -1,080 | -100.0% | -0.07% | – |
| IBTI | Exit | ISHARES IBONDS | $0 | – | -9,800 | -100.0% | -0.07% | – |
| DVY | Exit | ISHARES SELECT | $0 | – | -1,973 | -100.0% | -0.07% | – |
| SPSM | Exit | SPDR PORTFOLIO | $0 | – | -5,742 | -100.0% | -0.07% | – |
| IBTH | Exit | ISHARES IBONDS | $0 | – | -9,800 | -100.0% | -0.07% | – |
| SYK | Exit | STRYKER CORP | $0 | – | -792 | -100.0% | -0.07% | – |
| VZ | Exit | VERIZON COMMUNICATIONS | $0 | – | -6,733 | -100.0% | -0.07% | – |
| XLG | Exit | INVESCO S&P | $0 | – | -6,390 | -100.0% | -0.07% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -1,967 | -100.0% | -0.07% | – |
| TLT | Exit | ISHARES 20 | $0 | – | -2,500 | -100.0% | -0.07% | – |
| GILD | Exit | GILEAD SCIENCES | $0 | – | -2,949 | -100.0% | -0.07% | – |
| FLOT | Exit | ISHARES FLOATING | $0 | – | -4,450 | -100.0% | -0.08% | – |
| GSLC | Exit | GOLDMAN SACHS | $0 | – | -2,701 | -100.0% | -0.08% | – |
| SHY | Exit | ISHARES 1-3YR | $0 | – | -2,883 | -100.0% | -0.08% | – |
| SCHM | Exit | SCHWAB US | $0 | – | -3,440 | -100.0% | -0.08% | – |
| NSC | Exit | NORFOLK SOUTHERN | $0 | – | -1,201 | -100.0% | -0.08% | – |
| EAD | Exit | ALLSPRING ADVANTAGE | $0 | – | -38,671 | -100.0% | -0.08% | – |
| TAXF | Exit | AMERICAN CENTURY | $0 | – | -5,027 | -100.0% | -0.08% | – |
| WAT | Exit | WATERS CORP | $0 | – | -900 | -100.0% | -0.08% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -3,188 | -100.0% | -0.08% | – |
| ADI | Exit | ANALOG DEVICES | $0 | – | -1,477 | -100.0% | -0.08% | – |
| IGIB | Exit | ISHARES 5-10 YEAR | $0 | – | -5,341 | -100.0% | -0.09% | – |
| LUV | Exit | SOUTHWEST AIRLINES | $0 | – | -9,658 | -100.0% | -0.09% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -2,293 | -100.0% | -0.09% | – |
| VIS | Exit | VANGUARD INDUSTRIALS | $0 | – | -1,355 | -100.0% | -0.09% | – |
| IBDO | Exit | ISHARES IBONDS | $0 | – | -10,350 | -100.0% | -0.09% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -4,516 | -100.0% | -0.09% | – |
| FAST | Exit | FASTENAL CO | $0 | – | -4,859 | -100.0% | -0.09% | – |
| YUM | Exit | YUM BRANDS INC | $0 | – | -2,136 | -100.0% | -0.09% | – |
| AXP | Exit | AMERICAN EXPRESS | $0 | – | -1,821 | -100.0% | -0.09% | – |
| FTA | Exit | FIRST TRUST | $0 | – | -4,186 | -100.0% | -0.09% | – |
| HQL | Exit | TEKLA LIFE | $0 | – | -22,028 | -100.0% | -0.09% | – |
| IMCG | Exit | ISHARES MORNINGSTAR | $0 | – | -4,804 | -100.0% | -0.09% | – |
| CI | Exit | CIGNA GROUP | $0 | – | -958 | -100.0% | -0.09% | – |
| KMB | Exit | KIMBERLY CLARK | $0 | – | -2,304 | -100.0% | -0.09% | – |
| Exit | GENERAL ELECTRIC | $0 | – | -2,577 | -100.0% | -0.09% | – | |
| IBDQ | Exit | ISHARES IBONDS | $0 | – | -11,700 | -100.0% | -0.09% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -1,416 | -100.0% | -0.10% | – |
| HEI | Exit | HEICO CORP | $0 | – | -1,776 | -100.0% | -0.10% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -1,097 | -100.0% | -0.10% | – |
| SDY | Exit | SPDR SERIES | $0 | – | -2,539 | -100.0% | -0.10% | – |
| REGL | Exit | PROSHARES S&P | $0 | – | -4,355 | -100.0% | -0.10% | – |
| IBDP | Exit | ISHARES IBONDS | $0 | – | -12,050 | -100.0% | -0.10% | – |
| EPD | Exit | ENTERPRISE PRODUCTS | $0 | – | -10,921 | -100.0% | -0.10% | – |
| VAW | Exit | VANGUARD MATERIALS | $0 | – | -1,729 | -100.0% | -0.10% | – |
| TGT | Exit | TARGET CORP | $0 | – | -2,729 | -100.0% | -0.10% | – |
| CSX | Exit | CSX CORP | $0 | – | -9,987 | -100.0% | -0.10% | – |
| KMI | Exit | KINDER MORGAN | $0 | – | -18,447 | -100.0% | -0.10% | – |
| AM | Exit | ANTERO MIDSTREAM | $0 | – | -25,848 | -100.0% | -0.10% | – |
| FITB | Exit | FIFTH THIRD | $0 | – | -12,255 | -100.0% | -0.10% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -1,511 | -100.0% | -0.10% | – |
| SMDV | Exit | PROSHARES RUSSELL | $0 | – | -5,583 | -100.0% | -0.10% | – |
| KO | Exit | COCA COLA CO | $0 | – | -5,655 | -100.0% | -0.10% | – |
| DUK | Exit | DUKE ENERGY | $0 | – | -3,600 | -100.0% | -0.10% | – |
| IQLT | Exit | ISHARES MSCI | $0 | – | -9,590 | -100.0% | -0.11% | – |
| FNX | Exit | FIRST TRUST | $0 | – | -3,493 | -100.0% | -0.11% | – |
| PNC | Exit | PNC FINANCIAL | $0 | – | -2,635 | -100.0% | -0.11% | – |
| ET | Exit | ENERGY TRANSFER | $0 | – | -23,175 | -100.0% | -0.11% | – |
| KHC | Exit | KRAFT HEINZ | $0 | – | -9,783 | -100.0% | -0.11% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY | $0 | – | -963 | -100.0% | -0.11% | – |
| UPS | Exit | UNITED PARCEL | $0 | – | -2,180 | -100.0% | -0.11% | – |
| FNF | Exit | FIDELITY NATIONAL | $0 | – | -8,255 | -100.0% | -0.11% | – |
| XCEM | Exit | COLUMBIA EM | $0 | – | -12,730 | -100.0% | -0.12% | – |
| NOTV | Exit | INOTIV INC | $0 | – | -113,473 | -100.0% | -0.12% | – |
| APH | Exit | AMPHENOL CORP | $0 | – | -4,267 | -100.0% | -0.12% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -3,686 | -100.0% | -0.12% | – |
| VNT | Exit | VONTIER CORP | $0 | – | -11,641 | -100.0% | -0.12% | – |
| CMI | Exit | CUMMINS INC | $0 | – | -1,578 | -100.0% | -0.12% | – |
| PGR | Exit | PROGRESSIVE CORP | $0 | – | -2,584 | -100.0% | -0.12% | – |
| APLS | Exit | APELLIS PHARMACEUTICALS | $0 | – | -9,521 | -100.0% | -0.12% | – |
| LMT | Exit | LOCKHEED MARTIN | $0 | – | -906 | -100.0% | -0.12% | – |
| PAYC | Exit | PAYCOM SOFTWARE | $0 | – | -1,432 | -100.0% | -0.12% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -2,687 | -100.0% | -0.12% | – |
| COWZ | Exit | PACER US | $0 | – | -7,576 | -100.0% | -0.12% | – |
| FTNT | Exit | FORTINET INC | $0 | – | -6,668 | -100.0% | -0.13% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -470 | -100.0% | -0.13% | – |
| COST | Exit | COSTCO WHOLESALE | $0 | – | -704 | -100.0% | -0.13% | – |
| IEF | Exit | ISHARES 7-10YR | $0 | – | -4,369 | -100.0% | -0.13% | – |
| ARKK | Exit | ARK ETF TR | $0 | – | -10,334 | -100.0% | -0.14% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -683 | -100.0% | -0.14% | – |
| HUM | Exit | HUMANA INC | $0 | – | -879 | -100.0% | -0.14% | – |
| RTX | Exit | RTX CORP | $0 | – | -6,260 | -100.0% | -0.15% | – |
| LOW | Exit | LOWES COMPANIES | $0 | – | -2,178 | -100.0% | -0.15% | – |
| XLV | Exit | SECTOR HEALTHCARE | $0 | – | -3,610 | -100.0% | -0.15% | – |
| FYX | Exit | FIRST TRUST | $0 | – | -5,777 | -100.0% | -0.15% | – |
| HON | Exit | HONEYWELL INTL | $0 | – | -2,595 | -100.0% | -0.16% | – |
| IVV | Exit | ISHARES CORE | $0 | – | -1,121 | -100.0% | -0.16% | – |
| Exit | FIRST TRUST | $0 | – | -23,078 | -100.0% | -0.16% | – | |
| MDYV | Exit | SPDR SERIES | $0 | – | -7,557 | -100.0% | -0.16% | – |
| MDYG | Exit | SPDR SERIES | $0 | – | -7,369 | -100.0% | -0.17% | – |
| XLY | Exit | CONSUMER DISCRETIONARY | $0 | – | -3,162 | -100.0% | -0.17% | – |
| DFAC | Exit | DIMENSIONAL US | $0 | – | -19,464 | -100.0% | -0.17% | – |
| ALB | Exit | ALBEMARLE CORP | $0 | – | -3,050 | -100.0% | -0.17% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -6,373 | -100.0% | -0.17% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -4,981 | -100.0% | -0.17% | – |
| PWR | Exit | QUANTA SERVICES | $0 | – | -2,903 | -100.0% | -0.18% | – |
| WM | Exit | WASTE MANAGEMENT | $0 | – | -3,599 | -100.0% | -0.18% | – |
| BMY | Exit | BRISTOL MYERS | $0 | – | -10,028 | -100.0% | -0.19% | – |
| EQRR | Exit | PROSHARES EQUITIES | $0 | – | -11,479 | -100.0% | -0.19% | – |
| BA | Exit | BOEING CO | $0 | – | -3,038 | -100.0% | -0.19% | – |
| IFRA | Exit | ISHARES TRUST | $0 | – | -16,564 | -100.0% | -0.20% | – |
| SPY | Exit | SPDR S&P | $0 | – | -1,428 | -100.0% | -0.20% | – |
| ZTS | Exit | ZOETIS INC | $0 | – | -3,544 | -100.0% | -0.20% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -9,615 | -100.0% | -0.20% | – |
| CVX | Exit | CHEVRON CORP | $0 | – | -3,750 | -100.0% | -0.21% | – |
| IOO | Exit | ISHARES GLOBAL | $0 | – | -8,651 | -100.0% | -0.21% | – |
| PH | Exit | PARKER-HANNIFIN CORP | $0 | – | -1,642 | -100.0% | -0.21% | – |
| CVS | Exit | CVS HEALTH | $0 | – | -9,200 | -100.0% | -0.21% | – |
| Exit | LINDE PLC | $0 | – | -1,722 | -100.0% | -0.21% | – | |
| ABT | Exit | ABBOTT LABORATORIES | $0 | – | -6,663 | -100.0% | -0.21% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -2,419 | -100.0% | -0.22% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -4,085 | -100.0% | -0.22% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -9,202 | -100.0% | -0.22% | – |
| VHT | Exit | VANGUARD HEALTH | $0 | – | -2,870 | -100.0% | -0.22% | – |
| AGG | Exit | ISHARES CORE | $0 | – | -7,269 | -100.0% | -0.23% | – |
| WMT | Exit | WALMART INC | $0 | – | -4,397 | -100.0% | -0.23% | – |
| SPYG | Exit | SPDR PORTFOLIO | $0 | – | -12,247 | -100.0% | -0.24% | – |
| GOOG | Exit | ALPHABET INC | $0 | – | -5,618 | -100.0% | -0.24% | – |
| BAC | Exit | BANK AMERICA | $0 | – | -27,292 | -100.0% | -0.25% | – |
| PFE | Exit | PFIZER INC | $0 | – | -23,353 | -100.0% | -0.26% | – |
| VIG | Exit | VANGUARD DIVIDEND | $0 | – | -5,029 | -100.0% | -0.26% | – |
| ACN | Exit | ACCENTURE PLC | $0 | – | -2,566 | -100.0% | -0.26% | – |
| BX | Exit | BLACKSTONE INC | $0 | – | -7,460 | -100.0% | -0.26% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -5,545 | -100.0% | -0.27% | – |
| Exit | CAPITAL GROUP | $0 | – | -33,629 | -100.0% | -0.28% | – | |
| IEMG | Exit | ISHARES CORE | $0 | – | -17,884 | -100.0% | -0.28% | – |
| V | Exit | VISA INC | $0 | – | -3,710 | -100.0% | -0.28% | – |
| TMO | Exit | THERMO FISHER | $0 | – | -1,750 | -100.0% | -0.29% | – |
| BFB | Exit | BROWN FORMAN CORP CL B | $0 | – | -15,549 | -100.0% | -0.30% | – |
| XLK | Exit | SECTOR TECHNOLOGY | $0 | – | -5,792 | -100.0% | -0.31% | – |
| NVDA | Exit | NVIDIA CORP | $0 | – | -2,187 | -100.0% | -0.31% | – |
| FDL | Exit | FIRST TR MORNINGSTAR DIVID L | $0 | – | -29,525 | -100.0% | -0.33% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -18,410 | -100.0% | -0.33% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -3,827 | -100.0% | -0.33% | – |
| INTC | Exit | INTEL CORP | $0 | – | -28,385 | -100.0% | -0.33% | – |
| Exit | CAPITAL GROUP | $0 | – | -38,446 | -100.0% | -0.34% | – | |
| FB | Exit | META PLATFORMS | $0 | – | -3,496 | -100.0% | -0.35% | – |
| MRK | Exit | MERCK & COMPANY | $0 | – | -10,451 | -100.0% | -0.36% | – |
| CRM | Exit | SALESFORCE INC | $0 | – | -5,517 | -100.0% | -0.37% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -14,124 | -100.0% | -0.38% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -6,967 | -100.0% | -0.39% | – |
| VO | Exit | VANGUARD MID | $0 | – | -6,201 | -100.0% | -0.43% | – |
| GOOGL | Exit | ALPHABET INC | $0 | – | -10,189 | -100.0% | -0.44% | – |
| PG | Exit | PROCTER & GAMBLE | $0 | – | -9,439 | -100.0% | -0.46% | – |
| AVUV | Exit | AVANTIS U S | $0 | – | -18,823 | -100.0% | -0.48% | – |
| RFG | Exit | INVESCO S&P | $0 | – | -38,075 | -100.0% | -0.49% | – |
| USB | Exit | U S BANCORP DE | $0 | – | -46,206 | -100.0% | -0.50% | – |
| Exit | JPMORGAN ACTIVE | $0 | – | -30,008 | -100.0% | -0.51% | – | |
| IEFA | Exit | ISHARES CORE | $0 | – | -23,950 | -100.0% | -0.51% | – |
| CDC | Exit | VICTORYSHARES U S | $0 | – | -28,793 | -100.0% | -0.53% | – |
| JQUA | Exit | JPMORGAN US | $0 | – | -39,212 | -100.0% | -0.56% | – |
| GLD | Exit | SPDR GOLD | $0 | – | -9,953 | -100.0% | -0.56% | – |
| UNH | Exit | UNITEDHEALTH GROUP | $0 | – | -3,398 | -100.0% | -0.57% | – |
| HD | Exit | HOME DEPOT | $0 | – | -5,792 | -100.0% | -0.58% | – |
| JPM | Exit | JPMORGAN CHASE | $0 | – | -12,157 | -100.0% | -0.58% | – |
| LLY | Exit | ELI LILLY | $0 | – | -3,358 | -100.0% | -0.60% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -11,738 | -100.0% | -0.60% | – |
| SCHV | Exit | SCHWAB US | $0 | – | -28,763 | -100.0% | -0.61% | – |
| OEF | Exit | ISHARES S&P | $0 | – | -9,361 | -100.0% | -0.62% | – |
| VOT | Exit | VANGUARD MID | $0 | – | -9,842 | -100.0% | -0.63% | – |
| XOM | Exit | EXXON MOBIL | $0 | – | -16,900 | -100.0% | -0.66% | – |
| SCHG | Exit | SCHWAB US | $0 | – | -27,519 | -100.0% | -0.66% | – |
| SCHD | Exit | SCHWAB US | $0 | – | -28,374 | -100.0% | -0.66% | – |
| JPSE | Exit | JPMORGAN DIVERSIFIED | $0 | – | -54,217 | -100.0% | -0.70% | – |
| T | Exit | AT&T INC | $0 | – | -148,307 | -100.0% | -0.74% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -5,746 | -100.0% | -0.74% | – |
| VBK | Exit | VANGUARD SMALL | $0 | – | -10,643 | -100.0% | -0.75% | – |
| FEX | Exit | FIRST TRUST | $0 | – | -28,541 | -100.0% | -0.76% | – |
| RSP | Exit | INVESCO S&P | $0 | – | -16,808 | -100.0% | -0.79% | – |
| DFAS | Exit | DIMENSIONAL US | $0 | – | -46,586 | -100.0% | -0.81% | – |
| IJR | Exit | ISHARES CORE | $0 | – | -29,698 | -100.0% | -0.92% | – |
| IJH | Exit | ISHARES CORE | $0 | – | -11,542 | -100.0% | -0.95% | – |
| BIV | Exit | VANGUARD INTERMEDIATE | $0 | – | -40,315 | -100.0% | -0.96% | – |
| SPHQ | Exit | INVESCO EXCHANGE | $0 | – | -59,507 | -100.0% | -0.98% | – |
| MOAT | Exit | VANECK MORNINGSTAR | $0 | – | -40,371 | -100.0% | -1.01% | – |
| F | Exit | FORD MOTOR | $0 | – | -251,101 | -100.0% | -1.03% | – |
| MO | Exit | ALTRIA GROUP | $0 | – | -74,381 | -100.0% | -1.03% | – |
| DGRW | Exit | WISDOMTREE TR | $0 | – | -51,072 | -100.0% | -1.07% | – |
| QQQM | Exit | INVESCO NASDAQ | $0 | – | -23,402 | -100.0% | -1.14% | – |
| FLQM | Exit | FRANKLIN US | $0 | – | -81,862 | -100.0% | -1.16% | – |
| IVW | Exit | ISHARES S&P | $0 | – | -53,704 | -100.0% | -1.21% | – |
| AMZN | Exit | AMAZON COM | $0 | – | -35,255 | -100.0% | -1.48% | – |
| DFUS | Exit | DIMENSIONAL US | $0 | – | -126,209 | -100.0% | -1.94% | – |
| VTI | Exit | VANGUARD TOTAL | $0 | – | -28,561 | -100.0% | -2.00% | – |
| FVD | Exit | FIRST TRUST | $0 | – | -175,815 | -100.0% | -2.17% | – |
| TSLA | Exit | TESLA INC | $0 | – | -26,529 | -100.0% | -2.19% | – |
| VOE | Exit | VANGUARD MID | $0 | – | -56,078 | -100.0% | -2.42% | – |
| BILS | Exit | SPDR BLOOMBERG | $0 | – | -77,447 | -100.0% | -2.54% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -27,657 | -100.0% | -2.88% | – |
| NOBL | Exit | PROSHARES TRUST | $0 | – | -118,279 | -100.0% | -3.46% | – |
| AAPL | Exit | APPLE INC | $0 | – | -62,060 | -100.0% | -3.51% | – |
| DGRO | Exit | ISHARES CORE | $0 | – | -224,241 | -100.0% | -3.67% | – |
| CALF | Exit | PACER U S | $0 | – | -292,083 | -100.0% | -4.02% | – |
| JHMM | Exit | JOHN HANCOCK | $0 | – | -292,447 | -100.0% | -4.57% | – |
| FTCS | Exit | FIRST TRUST | $0 | – | -210,045 | -100.0% | -5.11% | – |
| QQQ | Exit | INVESCO QQQ | $0 | – | -50,415 | -100.0% | -5.96% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ | 1 | Q3 2023 | 6.0% |
| FIRST TRUST | 1 | Q3 2023 | 5.1% |
| JOHN HANCOCK | 1 | Q3 2023 | 4.6% |
| PACER U S | 1 | Q3 2023 | 4.0% |
| ISHARES CORE | 1 | Q3 2023 | 3.7% |
| APPLE INC | 1 | Q3 2023 | 3.5% |
| PROSHARES TRUST | 1 | Q3 2023 | 3.5% |
| MICROSOFT CORP | 1 | Q3 2023 | 2.9% |
| SPDR BLOOMBERG | 1 | Q3 2023 | 2.5% |
| VANGUARD MID | 1 | Q3 2023 | 2.4% |
View KPP Advisory Services LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
View KPP Advisory Services LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.