$146 Million is the total value of Chris Bulman Inc's 393 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PJUN | New | INNOVATOR ETFS TRUSTus eqty pwr buf | $11,908,941 | – | 334,333 | +100.0% | 8.14% | – |
| AAPL | New | APPLE INC | $9,876,986 | – | 46,895 | +100.0% | 6.76% | – |
| BUFR | New | FIRST TR EXCHNG TRADED FD VIft vest laddered | $9,452,040 | – | 326,834 | +100.0% | 6.46% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $7,041,513 | – | 38,573 | +100.0% | 4.82% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $5,079,412 | – | 13,581 | +100.0% | 3.47% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $4,801,482 | – | 22,021 | +100.0% | 3.28% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $4,718,437 | – | 29,415 | +100.0% | 3.23% | – |
| AGG | New | ISHARES TRcore us aggbd et | $4,582,142 | – | 47,205 | +100.0% | 3.13% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $4,528,309 | – | 9,452 | +100.0% | 3.10% | – |
| MOAT | New | VANECK ETF TRUSTmrngstr wde moat | $3,157,492 | – | 36,456 | +100.0% | 2.16% | – |
| New | FIRST TR EXCHNG TRADED FD VIft vest u.s | $3,052,636 | – | 80,940 | +100.0% | 2.09% | – | |
| New | FIRST TR EXCHNG TRADED FD VIft vest inter | $2,867,283 | – | 132,867 | +100.0% | 1.96% | – | |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $2,348,815 | – | 24,434 | +100.0% | 1.61% | – |
| VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $2,204,646 | – | 44,610 | +100.0% | 1.51% | – |
| PMAY | New | INNOVATOR ETFS TRUSTus eqty pwr buf | $2,147,566 | – | 62,960 | +100.0% | 1.47% | – |
| JAAA | New | JANUS DETROIT STR TRhendrson aaa cl | $2,083,331 | – | 40,946 | +100.0% | 1.42% | – |
| BALT | New | INNOVATOR ETFS TRUSTdefined wlt shld | $1,979,277 | – | 65,910 | +100.0% | 1.35% | – |
| BDEC | New | INNOVATOR ETFS TRUSTus eqty buf dec | $1,895,057 | – | 45,217 | +100.0% | 1.30% | – |
| POCT | New | INNOVATOR ETFS TRUSTus eqty pwr buf | $1,849,866 | – | 48,312 | +100.0% | 1.26% | – |
| PFEB | New | INNOVATOR ETFS TRUSTus eqty pwr buf | $1,822,018 | – | 51,865 | +100.0% | 1.25% | – |
| SPLG | New | SPDR SER TRportfolio s&p500 | $1,788,032 | – | 27,938 | +100.0% | 1.22% | – |
| TFLO | New | ISHARES TRtrs flt rt bd | $1,740,800 | – | 34,362 | +100.0% | 1.19% | – |
| COST | New | COSTCO WHSL CORP NEW | $1,543,126 | – | 1,815 | +100.0% | 1.06% | – |
| IAPR | New | INNOVATOR ETFS TRUSTintrnl dev aprl | $1,238,810 | – | 45,814 | +100.0% | 0.85% | – |
| KJUL | New | INNOVATOR ETFS TRUSTus sml cp pwr b | $1,236,334 | – | 44,730 | +100.0% | 0.84% | – |
| IJAN | New | INNOVATOR ETFS TRUSTintrnl dev jan | $1,229,017 | – | 39,125 | +100.0% | 0.84% | – |
| PSEP | New | INNOVATOR ETFS TRUSTus eqty pwr buf | $1,217,288 | – | 32,487 | +100.0% | 0.83% | – |
| NVDA | New | NVIDIA CORPORATION | $1,203,141 | – | 9,739 | +100.0% | 0.82% | – |
| New | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $1,186,633 | – | 35,243 | +100.0% | 0.81% | – | |
| PDEC | New | INNOVATOR ETFS TRUSTus eqty pwr buf | $1,148,406 | – | 30,616 | +100.0% | 0.78% | – |
| PAUG | New | INNOVATOR ETFS TRUSTus eqty pwr bf | $1,142,873 | – | 31,303 | +100.0% | 0.78% | – |
| PMAR | New | INNOVATOR ETFS TRUSTus eqty pwr buf | $1,109,843 | – | 29,268 | +100.0% | 0.76% | – |
| MSFT | New | MICROSOFT CORP | $1,103,903 | – | 2,470 | +100.0% | 0.76% | – |
| PJUL | New | INNOVATOR ETFS TRUSTus eqty pwr buf | $1,092,852 | – | 28,130 | +100.0% | 0.75% | – |
| NJUL | New | INNOVATOR ETFS TRUSTgrwt100 pwr buf | $1,027,291 | – | 17,277 | +100.0% | 0.70% | – |
| FBND | New | FIDELITY MERRIMACK STR TRtotal bd etf | $992,688 | – | 22,094 | +100.0% | 0.68% | – |
| INTU | New | INTUIT | $987,787 | – | 1,503 | +100.0% | 0.68% | – |
| USMV | New | ISHARES TRmsci usa min vol | $928,095 | – | 11,054 | +100.0% | 0.64% | – |
| PAPR | New | INNOVATOR ETFS TRUSTus eqt pwr buf | $837,351 | – | 24,159 | +100.0% | 0.57% | – |
| New | NORTHERN LTS FD TR IVbrookstone grwth | $758,695 | – | 24,364 | +100.0% | 0.52% | – | |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $739,119 | – | 9,224 | +100.0% | 0.50% | – |
| PNOV | New | INNOVATOR ETFS TRUSTus eqty pwr buf | $721,934 | – | 19,888 | +100.0% | 0.49% | – |
| New | NORTHERN LTS FD TR IVbrookstone divid | $718,154 | – | 24,781 | +100.0% | 0.49% | – | |
| New | NORTHERN LTS FD TR IVbrookstone value | $710,465 | – | 24,423 | +100.0% | 0.49% | – | |
| TSLA | New | TESLA INC | $711,290 | – | 3,595 | +100.0% | 0.49% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $690,604 | – | 1,262 | +100.0% | 0.47% | – |
| ALL | New | ALLSTATE CORP | $665,144 | – | 4,166 | +100.0% | 0.46% | – |
| BFEB | New | INNOVATOR ETFS TRUSTus eqty bufr feb | $639,734 | – | 15,741 | +100.0% | 0.44% | – |
| VOO | New | VANGUARD INDEX FDS | $633,165 | – | 1,266 | +100.0% | 0.43% | – |
| HON | New | HONEYWELL INTL INC | $623,817 | – | 2,921 | +100.0% | 0.43% | – |
| VGT | New | VANGUARD WORLD FDinf tech etf | $552,950 | – | 959 | +100.0% | 0.38% | – |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $550,908 | – | 11,303 | +100.0% | 0.38% | – |
| UNP | New | UNION PAC CORP | $500,297 | – | 2,211 | +100.0% | 0.34% | – |
| WCN | New | WASTE CONNECTIONS INC | $498,087 | – | 2,840 | +100.0% | 0.34% | – |
| BUFD | New | FIRST TR EXCHNG TRADED FD VIft vest laddered | $485,646 | – | 19,969 | +100.0% | 0.33% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $470,750 | – | 865 | +100.0% | 0.32% | – |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $468,810 | – | 7,218 | +100.0% | 0.32% | – |
| BAPR | New | INNOVATOR ETFS TRUSTus eqt bufr apr | $463,900 | – | 11,181 | +100.0% | 0.32% | – |
| BKLN | New | INVESCO EXCH TRADED FD TR IIsr ln etf | $457,893 | – | 21,763 | +100.0% | 0.31% | – |
| JMBS | New | JANUS DETROIT STR TRhenderson mtg | $456,189 | – | 10,217 | +100.0% | 0.31% | – |
| PJAN | New | INNOVATOR ETFS TRUSTus eqty pwr buf | $454,719 | – | 11,303 | +100.0% | 0.31% | – |
| BJUN | New | INNOVATOR ETFS TRUSTus eqty bufr jun | $426,167 | – | 10,905 | +100.0% | 0.29% | – |
| ABBV | New | ABBVIE INC | $419,975 | – | 2,449 | +100.0% | 0.29% | – |
| UFEB | New | INNOVATOR ETFS TRUSTus eqt ultra bfr | $388,244 | – | 12,261 | +100.0% | 0.27% | – |
| UAPR | New | INNOVATOR ETFS TRUSTus eqt ultra bf | $379,068 | – | 13,054 | +100.0% | 0.26% | – |
| NJAN | New | INNOVATOR ETFS TRUSTgrwt100 pwr bf | $347,019 | – | 7,652 | +100.0% | 0.24% | – |
| New | FIRST TR EXCHNG TRADED FD VIvest us equity m | $330,553 | – | 11,111 | +100.0% | 0.23% | – | |
| BSCP | New | INVESCO EXCH TRD SLF IDX FD | $312,313 | – | 15,272 | +100.0% | 0.21% | – |
| BSCS | New | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $311,040 | – | 15,591 | +100.0% | 0.21% | – |
| BSCQ | New | INVESCO EXCH TRD SLF IDX FD | $310,769 | – | 16,207 | +100.0% | 0.21% | – |
| BSCR | New | INVESCO EXCH TRD SLF IDX FD | $310,711 | – | 16,166 | +100.0% | 0.21% | – |
| JNJ | New | JOHNSON & JOHNSON | $307,766 | – | 2,106 | +100.0% | 0.21% | – |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $290,210 | – | 7,704 | +100.0% | 0.20% | – |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $279,167 | – | 7,958 | +100.0% | 0.19% | – |
| CMI | New | CUMMINS INC | $276,330 | – | 998 | +100.0% | 0.19% | – |
| New | NORTHERN LTS FD TR IVbrookstone activ | $274,858 | – | 9,384 | +100.0% | 0.19% | – | |
| WMT | New | WALMART INC | $272,970 | – | 4,031 | +100.0% | 0.19% | – |
| New | NORTHERN LTS FD TR IVbrookstone oppor | $271,993 | – | 9,372 | +100.0% | 0.19% | – | |
| AMZN | New | AMAZON COM INC | $267,599 | – | 1,385 | +100.0% | 0.18% | – |
| BMAR | New | INNOVATOR ETFS TRUSTus eqty bufr mar | $265,031 | – | 6,139 | +100.0% | 0.18% | – |
| BMAY | New | INNOVATOR ETFS TRUSTus eqty bufr may | $261,884 | – | 6,896 | +100.0% | 0.18% | – |
| New | NORTHERN LTS FD TR IVbrookstone yield | $249,993 | – | 9,434 | +100.0% | 0.17% | – | |
| New | JACOBS SOLUTIONS INC | $247,147 | – | 1,769 | +100.0% | 0.17% | – | |
| LLY | New | ELI LILLY & CO | $245,556 | – | 271 | +100.0% | 0.17% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $244,614 | – | 4,180 | +100.0% | 0.17% | – |
| FB | New | META PLATFORMS INCcl a | $239,505 | – | 475 | +100.0% | 0.16% | – |
| BSCO | New | INVESCO EXCH TRD SLF IDX FD | $237,872 | – | 11,295 | +100.0% | 0.16% | – |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC | $237,286 | – | 1,735 | +100.0% | 0.16% | – |
| XMLV | New | INVESCO EXCH TRADED FD TR IIs&p midcp low | $236,605 | – | 4,284 | +100.0% | 0.16% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $235,825 | – | 2,211 | +100.0% | 0.16% | – |
| EFAV | New | ISHARES TRmsci eafe min vl | $236,084 | – | 3,404 | +100.0% | 0.16% | – |
| VFH | New | VANGUARD WORLD FDfinancials etf | $225,130 | – | 2,254 | +100.0% | 0.15% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $215,419 | – | 1,478 | +100.0% | 0.15% | – |
| New | NORTHERN LTS FD TR IVbrookstone ultra | $207,499 | – | 8,208 | +100.0% | 0.14% | – | |
| BX | New | BLACKSTONE INC | $192,357 | – | 1,554 | +100.0% | 0.13% | – |
| DJUN | New | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $189,811 | – | 4,642 | +100.0% | 0.13% | – |
| CRM | New | SALESFORCE INC | $185,626 | – | 722 | +100.0% | 0.13% | – |
| FJAN | New | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $177,789 | – | 4,096 | +100.0% | 0.12% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $176,145 | – | 433 | +100.0% | 0.12% | – |
| DJAN | New | FIRST TR EXCHNG TRADED FD VIft vest us | $171,352 | – | 4,614 | +100.0% | 0.12% | – |
| New | NORTHERN LTS FD TR IVbrookstone inter | $171,713 | – | 6,689 | +100.0% | 0.12% | – | |
| JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $162,899 | – | 2,874 | +100.0% | 0.11% | – |
| AXP | New | AMERICAN EXPRESS CO | $159,415 | – | 688 | +100.0% | 0.11% | – |
| New | INNOVATOR ETFS TRUSTbuffer step up s | $155,812 | – | 4,967 | +100.0% | 0.11% | – | |
| FDX | New | FEDEX CORP | $152,978 | – | 510 | +100.0% | 0.10% | – |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $152,635 | – | 3,046 | +100.0% | 0.10% | – |
| IUSB | New | ISHARES TRcore total usd | $148,457 | – | 3,283 | +100.0% | 0.10% | – |
| New | BLACKROCK ETF TRUST IIaaa clo etf | $146,627 | – | 2,823 | +100.0% | 0.10% | – | |
| ABT | New | ABBOTT LABS | $142,499 | – | 1,371 | +100.0% | 0.10% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $142,458 | – | 1,041 | +100.0% | 0.10% | – |
| New | FIRST TR EXCHNG TRADED FD VIft vest laddered | $139,848 | – | 4,731 | +100.0% | 0.10% | – | |
| New | FIRST TR EXCHNG TRADED FD VIvest buffered | $140,314 | – | 6,048 | +100.0% | 0.10% | – | |
| GOOGL | New | ALPHABET INCcap stk cl a | $138,438 | – | 760 | +100.0% | 0.10% | – |
| BK | New | BANK NEW YORK MELLON CORP | $139,470 | – | 2,329 | +100.0% | 0.10% | – |
| BA | New | BOEING CO | $137,235 | – | 754 | +100.0% | 0.09% | – |
| BAC | New | BANK AMERICA CORP | $138,084 | – | 3,472 | +100.0% | 0.09% | – |
| JPM | New | JPMORGAN CHASE & CO. | $137,859 | – | 682 | +100.0% | 0.09% | – |
| T | New | AT&T INC | $131,422 | – | 6,877 | +100.0% | 0.09% | – |
| DD | New | DUPONT DE NEMOURS INC | $130,067 | – | 1,616 | +100.0% | 0.09% | – |
| GM | New | GENERAL MTRS CO | $127,108 | – | 2,736 | +100.0% | 0.09% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $125,093 | – | 1,660 | +100.0% | 0.09% | – |
| TTD | New | THE TRADE DESK INC | $123,944 | – | 1,269 | +100.0% | 0.08% | – |
| EFX | New | EQUIFAX INC | $124,399 | – | 513 | +100.0% | 0.08% | – |
| LOW | New | LOWES COS INC | $123,183 | – | 559 | +100.0% | 0.08% | – |
| EEMV | New | ISHARES INCmsci emerg mrkt | $119,283 | – | 2,085 | +100.0% | 0.08% | – |
| CME | New | CME GROUP INC | $116,649 | – | 593 | +100.0% | 0.08% | – |
| UJAN | New | INNOVATOR ETFS TRUSTus eqt ultra bf | $117,044 | – | 3,154 | +100.0% | 0.08% | – |
| XSLV | New | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $114,734 | – | 2,628 | +100.0% | 0.08% | – |
| UBER | New | UBER TECHNOLOGIES INC | $114,181 | – | 1,571 | +100.0% | 0.08% | – |
| GILD | New | GILEAD SCIENCES INC | $113,795 | – | 1,658 | +100.0% | 0.08% | – |
| MCD | New | MCDONALDS CORP | $111,621 | – | 438 | +100.0% | 0.08% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $108,159 | – | 2,762 | +100.0% | 0.07% | – |
| New | INNOVATOR ETFS TRUSTpower buffer set | $106,558 | – | 3,496 | +100.0% | 0.07% | – | |
| VZ | New | VERIZON COMMUNICATIONS INC | $98,472 | – | 2,388 | +100.0% | 0.07% | – |
| FFEB | New | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $96,106 | – | 2,054 | +100.0% | 0.07% | – |
| ESGU | New | ISHARES TResg awr msci usa | $95,814 | – | 803 | +100.0% | 0.07% | – |
| XYLD | New | GLOBAL X FDSs&p 500 covered | $92,100 | – | 2,278 | +100.0% | 0.06% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $90,293 | – | 1,029 | +100.0% | 0.06% | – |
| MRK | New | MERCK & CO INC | $90,488 | – | 731 | +100.0% | 0.06% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $89,486 | – | 967 | +100.0% | 0.06% | – |
| PANW | New | PALO ALTO NETWORKS INC | $87,464 | – | 258 | +100.0% | 0.06% | – |
| HPQ | New | HP INC | $88,120 | – | 2,516 | +100.0% | 0.06% | – |
| XOM | New | EXXON MOBIL CORP | $87,451 | – | 760 | +100.0% | 0.06% | – |
| ARKK | New | ARK ETF TRinnovation etf | $86,758 | – | 1,974 | +100.0% | 0.06% | – |
| KMB | New | KIMBERLY-CLARK CORP | $85,176 | – | 616 | +100.0% | 0.06% | – |
| CAG | New | CONAGRA BRANDS INC | $84,625 | – | 2,978 | +100.0% | 0.06% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $84,271 | – | 463 | +100.0% | 0.06% | – |
| ARKQ | New | ARK ETF TRautnmus technlgy | $84,178 | – | 1,528 | +100.0% | 0.06% | – |
| MUB | New | ISHARES TRnational mun etf | $83,642 | – | 785 | +100.0% | 0.06% | – |
| IP | New | INTERNATIONAL PAPER CO | $83,396 | – | 1,933 | +100.0% | 0.06% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $83,232 | – | 777 | +100.0% | 0.06% | – |
| SUB | New | ISHARES TRshrt nat mun etf | $83,849 | – | 802 | +100.0% | 0.06% | – |
| ET | New | ENERGY TRANSFER L P | $82,982 | – | 5,116 | +100.0% | 0.06% | – |
| BIL | New | SPDR SER TRbloomberg 1-3 mo | $81,409 | – | 887 | +100.0% | 0.06% | – |
| KMI | New | KINDER MORGAN INC DEL | $82,594 | – | 4,157 | +100.0% | 0.06% | – |
| DIS | New | DISNEY WALT CO | $81,649 | – | 822 | +100.0% | 0.06% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $81,991 | – | 161 | +100.0% | 0.06% | – |
| OXY | New | OCCIDENTAL PETE CORP | $82,147 | – | 1,303 | +100.0% | 0.06% | – |
| NI | New | NISOURCE INC | $80,903 | – | 2,808 | +100.0% | 0.06% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $81,105 | – | 500 | +100.0% | 0.06% | – |
| MMM | New | 3M CO | $80,117 | – | 784 | +100.0% | 0.06% | – |
| ETR | New | ENTERGY CORP NEW | $79,168 | – | 740 | +100.0% | 0.05% | – |
| PRU | New | PRUDENTIAL FINL INC | $78,740 | – | 672 | +100.0% | 0.05% | – |
| TFC | New | TRUIST FINL CORP | $78,445 | – | 2,019 | +100.0% | 0.05% | – |
| PEAK | New | HEALTHPEAK PROPERTIES INC | $78,919 | – | 4,026 | +100.0% | 0.05% | – |
| DUK | New | DUKE ENERGY CORP NEW | $79,673 | – | 795 | +100.0% | 0.05% | – |
| BAUG | New | INNOVATOR ETFS TRUSTus equt bufr aug | $77,723 | – | 1,916 | +100.0% | 0.05% | – |
| EIX | New | EDISON INTL | $77,173 | – | 1,075 | +100.0% | 0.05% | – |
| F | New | FORD MTR CO DEL | $77,483 | – | 6,179 | +100.0% | 0.05% | – |
| D | New | DOMINION ENERGY INC | $77,445 | – | 1,581 | +100.0% | 0.05% | – |
| K | New | KELLANOVA | $77,265 | – | 1,340 | +100.0% | 0.05% | – |
| TROW | New | PRICE T ROWE GROUP INC | $77,809 | – | 675 | +100.0% | 0.05% | – |
| CVX | New | CHEVRON CORP NEW | $75,929 | – | 485 | +100.0% | 0.05% | – |
| HBAN | New | HUNTINGTON BANCSHARES INC | $76,558 | – | 5,809 | +100.0% | 0.05% | – |
| O | New | REALTY INCOME CORP | $76,404 | – | 1,447 | +100.0% | 0.05% | – |
| SJM | New | SMUCKER J M CO | $76,328 | – | 700 | +100.0% | 0.05% | – |
| WEC | New | WEC ENERGY GROUP INC | $73,918 | – | 942 | +100.0% | 0.05% | – |
| HSY | New | HERSHEY CO | $74,635 | – | 406 | +100.0% | 0.05% | – |
| CCI | New | CROWN CASTLE INC | $73,987 | – | 757 | +100.0% | 0.05% | – |
| DOW | New | DOW INC | $72,728 | – | 1,371 | +100.0% | 0.05% | – |
| FMC | New | FMC CORP | $73,492 | – | 1,277 | +100.0% | 0.05% | – |
| USB | New | US BANCORP DEL | $73,372 | – | 1,848 | +100.0% | 0.05% | – |
| UOCT | New | INNOVATOR ETFS TRUSTus eqty ultra b | $73,168 | – | 2,136 | +100.0% | 0.05% | – |
| NVO | New | NOVO-NORDISK A Sadr | $71,370 | – | 500 | +100.0% | 0.05% | – |
| QUAL | New | ISHARES TRmsci usa qlt fct | $71,378 | – | 418 | +100.0% | 0.05% | – |
| DYNF | New | BLACKROCK ETF TRUSTus eqt factor | $71,771 | – | 1,529 | +100.0% | 0.05% | – |
| PDCO | New | PATTERSON COS INC | $70,720 | – | 2,932 | +100.0% | 0.05% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $69,664 | – | 614 | +100.0% | 0.05% | – |
| RTX | New | RTX CORPORATION | $69,008 | – | 687 | +100.0% | 0.05% | – |
| New | GE AEROSPACE | $68,089 | – | 428 | +100.0% | 0.05% | – | |
| QQQJ | New | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $67,641 | – | 2,427 | +100.0% | 0.05% | – |
| NOW | New | SERVICENOW INC | $66,867 | – | 85 | +100.0% | 0.05% | – |
| PG | New | PROCTER AND GAMBLE CO | $67,541 | – | 410 | +100.0% | 0.05% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $67,145 | – | 251 | +100.0% | 0.05% | – |
| CLTL | New | INVESCO EXCH TRADED FD TR IIshort term treas | $65,602 | – | 622 | +100.0% | 0.04% | – |
| GD | New | GENERAL DYNAMICS CORP | $66,457 | – | 229 | +100.0% | 0.04% | – |
| BNOV | New | INNOVATOR ETFS TRUSTus eqty buf nov | $65,757 | – | 1,759 | +100.0% | 0.04% | – |
| KOMP | New | SPDR SER TRs&p kensho new | $65,097 | – | 1,413 | +100.0% | 0.04% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $63,741 | – | 388 | +100.0% | 0.04% | – |
| IBB | New | ISHARES TRishares biotech | $64,375 | – | 469 | +100.0% | 0.04% | – |
| EFG | New | ISHARES TReafe grwth etf | $63,119 | – | 617 | +100.0% | 0.04% | – |
| LMT | New | LOCKHEED MARTIN CORP | $61,658 | – | 132 | +100.0% | 0.04% | – |
| BSEP | New | INNOVATOR ETFS TRUSTus eqty buf sep | $60,848 | – | 1,496 | +100.0% | 0.04% | – |
| OMFL | New | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $58,159 | – | 1,108 | +100.0% | 0.04% | – |
| NEE | New | NEXTERA ENERGY INC | $57,411 | – | 811 | +100.0% | 0.04% | – |
| FNOV | New | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $55,698 | – | 1,210 | +100.0% | 0.04% | – |
| BDX | New | BECTON DICKINSON & CO | $53,776 | – | 230 | +100.0% | 0.04% | – |
| QYLD | New | GLOBAL X FDSnasdaq 100 cover | $54,000 | – | 3,056 | +100.0% | 0.04% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $54,307 | – | 211 | +100.0% | 0.04% | – |
| AVGO | New | BROADCOM INC | $52,982 | – | 33 | +100.0% | 0.04% | – |
| NVS | New | NOVARTIS AGsponsored adr | $53,230 | – | 500 | +100.0% | 0.04% | – |
| NKE | New | NIKE INCcl b | $50,573 | – | 671 | +100.0% | 0.04% | – |
| GTO | New | POWERSHARES ACTIVELY MANAGEDtotal return | $50,950 | – | 1,099 | +100.0% | 0.04% | – |
| IEFA | New | ISHARES TRcore msci eafe | $50,485 | – | 695 | +100.0% | 0.04% | – |
| IXUS | New | ISHARES TRcore msci total | $49,184 | – | 728 | +100.0% | 0.03% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $48,008 | – | 1,156 | +100.0% | 0.03% | – |
| MOON | New | DIREXION SHS ETF TRmoonshot innovat | $46,239 | – | 4,893 | +100.0% | 0.03% | – |
| CVS | New | CVS HEALTH CORP | $45,853 | – | 776 | +100.0% | 0.03% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $45,650 | – | 545 | +100.0% | 0.03% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $44,589 | – | 114 | +100.0% | 0.03% | – |
| BAX | New | BAXTER INTL INC | $43,737 | – | 1,308 | +100.0% | 0.03% | – |
| IAU | New | ISHARES GOLD TRishares new | $42,569 | – | 969 | +100.0% | 0.03% | – |
| LMBS | New | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $42,909 | – | 893 | +100.0% | 0.03% | – |
| IYW | New | ISHARES TRu.s. tech etf | $40,936 | – | 272 | +100.0% | 0.03% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $41,049 | – | 651 | +100.0% | 0.03% | – |
| DAUG | New | FIRST TR EXCHNG TRADED FD VIft vest u.s. | $38,153 | – | 1,008 | +100.0% | 0.03% | – |
| ARKG | New | ARK ETF TRgenomic rev etf | $36,323 | – | 1,547 | +100.0% | 0.02% | – |
| New | CANADIAN PACIFIC KANSAS CITY | $34,641 | – | 440 | +100.0% | 0.02% | – | |
| JMST | New | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $35,065 | – | 691 | +100.0% | 0.02% | – |
| KNG | New | FIRST TR EXCHANGE-TRADED FDft vest s&p 500 | $35,465 | – | 702 | +100.0% | 0.02% | – |
| CNC | New | CENTENE CORP DEL | $33,150 | – | 500 | +100.0% | 0.02% | – |
| New | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $32,028 | – | 904 | +100.0% | 0.02% | – | |
| FJUN | New | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $32,428 | – | 670 | +100.0% | 0.02% | – |
| New | INNOVATOR ETFS TRUSTus eqty acc etf | $32,062 | – | 1,181 | +100.0% | 0.02% | – | |
| BJAN | New | INNOVATOR ETFS TRUSTus eqty bufr jan | $32,426 | – | 719 | +100.0% | 0.02% | – |
| IDU | New | ISHARES TRu.s. utilits etf | $32,603 | – | 371 | +100.0% | 0.02% | – |
| MBB | New | ISHARES TRmbs etf | $31,491 | – | 343 | +100.0% | 0.02% | – |
| FND | New | FLOOR & DECOR HLDGS INCcl a | $30,022 | – | 302 | +100.0% | 0.02% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $30,500 | – | 57 | +100.0% | 0.02% | – |
| SJW | New | SJW GROUP | $29,713 | – | 548 | +100.0% | 0.02% | – |
| SNPS | New | SYNOPSYS INC | $29,753 | – | 50 | +100.0% | 0.02% | – |
| GLD | New | SPDR GOLD TR | $29,026 | – | 135 | +100.0% | 0.02% | – |
| IEMG | New | ISHARES INCcore msci emkt | $27,140 | – | 507 | +100.0% | 0.02% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $25,855 | – | 218 | +100.0% | 0.02% | – |
| RYLD | New | GLOBAL X FDSrussell 2000 | $26,273 | – | 1,639 | +100.0% | 0.02% | – |
| YMAR | New | FIRST TR EXCHNG TRADED FD VIft vest inter eq | $26,565 | – | 1,146 | +100.0% | 0.02% | – |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $24,857 | – | 511 | +100.0% | 0.02% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $23,066 | – | 251 | +100.0% | 0.02% | – |
| EFV | New | ISHARES TReafe value etf | $22,807 | – | 430 | +100.0% | 0.02% | – |
| EMXC | New | ISHARES INCmsci emrg chn | $22,910 | – | 387 | +100.0% | 0.02% | – |
| NFLX | New | NETFLIX INC | $22,271 | – | 33 | +100.0% | 0.02% | – |
| ROK | New | ROCKWELL AUTOMATION INC | $22,022 | – | 80 | +100.0% | 0.02% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $21,311 | – | 487 | +100.0% | 0.02% | – |
| PFE | New | PFIZER INC | $22,258 | – | 795 | +100.0% | 0.02% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $21,532 | – | 743 | +100.0% | 0.02% | – |
| BSMR | New | INVESCO EXCH TRD SLF IDX FD | $19,747 | – | 841 | +100.0% | 0.01% | – |
| IYH | New | ISHARES TRus hlthcare etf | $20,219 | – | 330 | +100.0% | 0.01% | – |
| INTC | New | INTEL CORP | $19,621 | – | 634 | +100.0% | 0.01% | – |
| BSMQ | New | INVESCO EXCH TRD SLF IDX FD | $19,713 | – | 839 | +100.0% | 0.01% | – |
| BSMP | New | INVESCO EXCH TRD SLF IDX FD | $19,626 | – | 808 | +100.0% | 0.01% | – |
| BSMO | New | INVESCO EXCH TRD SLF IDX FD | $19,657 | – | 792 | +100.0% | 0.01% | – |
| ACN | New | ACCENTURE PLC IRELAND | $18,205 | – | 60 | +100.0% | 0.01% | – |
| KO | New | COCA COLA CO | $16,995 | – | 267 | +100.0% | 0.01% | – |
| New | GE VERNOVA INC | $18,009 | – | 105 | +100.0% | 0.01% | – | |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $18,162 | – | 252 | +100.0% | 0.01% | – |
| VDE | New | VANGUARD WORLD FDenergy etf | $16,967 | – | 133 | +100.0% | 0.01% | – |
| ZTS | New | ZOETIS INCcl a | $17,336 | – | 100 | +100.0% | 0.01% | – |
| WM | New | WASTE MGMT INC DEL | $16,427 | – | 77 | +100.0% | 0.01% | – |
| QQQM | New | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $16,754 | – | 85 | +100.0% | 0.01% | – |
| THNQ | New | EXCHANGE TRADED CONCEPTS TRUrobo glb artif | $15,357 | – | 341 | +100.0% | 0.01% | – |
| ARKW | New | ARK ETF TRnext gnrtn inter | $14,279 | – | 183 | +100.0% | 0.01% | – |
| QCOM | New | QUALCOMM INC | $14,939 | – | 75 | +100.0% | 0.01% | – |
| DVN | New | DEVON ENERGY CORP NEW | $15,263 | – | 322 | +100.0% | 0.01% | – |
| CSCO | New | CISCO SYS INC | $14,253 | – | 300 | +100.0% | 0.01% | – |
| New | BLACKROCK ETF TRUST II | $13,572 | – | 260 | +100.0% | 0.01% | – | |
| EEM | New | ISHARES TRmsci emg mkt etf | $12,777 | – | 300 | +100.0% | 0.01% | – |
| HEFA | New | ISHARES TRhdg msci eafe | $13,689 | – | 385 | +100.0% | 0.01% | – |
| V | New | VISA INC | $13,124 | – | 50 | +100.0% | 0.01% | – |
| New | FIDELITY WISE ORIGIN BITCOIN | $13,115 | – | 250 | +100.0% | 0.01% | – | |
| PEP | New | PEPSICO INC | $13,194 | – | 80 | +100.0% | 0.01% | – |
| SSO | New | PROSHARES TR | $13,615 | – | 165 | +100.0% | 0.01% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $11,838 | – | 200 | +100.0% | 0.01% | – |
| ARKX | New | ARK ETF TRark space expl | $12,070 | – | 809 | +100.0% | 0.01% | – |
| DTH | New | WISDOMTREE TRitl high div fd | $11,129 | – | 290 | +100.0% | 0.01% | – |
| VLO | New | VALERO ENERGY CORP | $10,973 | – | 70 | +100.0% | 0.01% | – |
| SRE | New | SEMPRA | $11,105 | – | 146 | +100.0% | 0.01% | – |
| DVY | New | ISHARES TRselect divid etf | $12,098 | – | 100 | +100.0% | 0.01% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $11,432 | – | 204 | +100.0% | 0.01% | – |
| JIG | New | J P MORGAN EXCHANGE TRADED Finternl gwt | $11,419 | – | 178 | +100.0% | 0.01% | – |
| HD | New | HOME DEPOT INC | $12,048 | – | 35 | +100.0% | 0.01% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $11,739 | – | 64 | +100.0% | 0.01% | – |
| BHP | New | BHP GROUP LTDsponsored ads | $10,342 | – | 181 | +100.0% | 0.01% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $10,068 | – | 109 | +100.0% | 0.01% | – |
| FMAY | New | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $10,225 | – | 229 | +100.0% | 0.01% | – |
| New | GE HEALTHCARE TECHNOLOGIES I | $10,930 | – | 140 | +100.0% | 0.01% | – | |
| IDXX | New | IDEXX LABS INC | $9,744 | – | 20 | +100.0% | 0.01% | – |
| ROST | New | ROSS STORES INC | $10,463 | – | 72 | +100.0% | 0.01% | – |
| BP | New | BP PLCsponsored adr | $10,089 | – | 279 | +100.0% | 0.01% | – |
| FTSL | New | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $9,736 | – | 213 | +100.0% | 0.01% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $8,813 | – | 23 | +100.0% | 0.01% | – |
| ADBE | New | ADOBE INC | $8,333 | – | 15 | +100.0% | 0.01% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $8,295 | – | 15 | +100.0% | 0.01% | – |
| New | SERIES PORTFOLIOS TRpanagram bbb b | $8,729 | – | 324 | +100.0% | 0.01% | – | |
| IFRA | New | ISHARES TRus infrastruc | $9,014 | – | 214 | +100.0% | 0.01% | – |
| FDS | New | FACTSET RESH SYS INC | $8,165 | – | 20 | +100.0% | 0.01% | – |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $8,967 | – | 154 | +100.0% | 0.01% | – |
| WDAY | New | WORKDAY INCcl a | $6,930 | – | 31 | +100.0% | 0.01% | – |
| IYE | New | ISHARES TRu.s. energy etf | $7,200 | – | 150 | +100.0% | 0.01% | – |
| RCUS | New | ARCUS BIOSCIENCES INC | $7,067 | – | 464 | +100.0% | 0.01% | – |
| ABNB | New | AIRBNB INC | $7,581 | – | 50 | +100.0% | 0.01% | – |
| ORCL | New | ORACLE CORP | $5,366 | – | 38 | +100.0% | 0.00% | – |
| FCAL | New | FIRST TR EXCH TRADED FD IIIcalif mun incm | $6,537 | – | 132 | +100.0% | 0.00% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $6,453 | – | 136 | +100.0% | 0.00% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $5,681 | – | 28 | +100.0% | 0.00% | – |
| ANET | New | ARISTA NETWORKS INC | $5,257 | – | 15 | +100.0% | 0.00% | – |
| UJUN | New | INNOVATOR ETFS TRUSTus eqt ultra bf | $4,609 | – | 144 | +100.0% | 0.00% | – |
| EELV | New | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $3,913 | – | 166 | +100.0% | 0.00% | – |
| RBLX | New | ROBLOX CORPcl a | $3,721 | – | 100 | +100.0% | 0.00% | – |
| COP | New | CONOCOPHILLIPS | $4,917 | – | 43 | +100.0% | 0.00% | – |
| MET | New | METLIFE INC | $4,211 | – | 60 | +100.0% | 0.00% | – |
| UMAR | New | INNOVATOR ETFS TRUSTus eqt ultra bf | $4,646 | – | 138 | +100.0% | 0.00% | – |
| UMAY | New | INNOVATOR ETFS TRUSTus eqt ultra bf | $4,628 | – | 145 | +100.0% | 0.00% | – |
| FCT | New | FIRST TR SR FLTG RATE INCOME | $2,520 | – | 250 | +100.0% | 0.00% | – |
| PAVE | New | GLOBAL X FDSus infr dev etf | $2,962 | – | 80 | +100.0% | 0.00% | – |
| DNOV | New | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $3,272 | – | 79 | +100.0% | 0.00% | – |
| BB | New | BLACKBERRY LTD | $2,494 | – | 1,005 | +100.0% | 0.00% | – |
| FTGC | New | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $2,774 | – | 116 | +100.0% | 0.00% | – |
| BNTX | New | BIONTECH SEsponsored ads | $3,616 | – | 45 | +100.0% | 0.00% | – |
| New | WARNER BROS DISCOVERY INC | $3,542 | – | 476 | +100.0% | 0.00% | – | |
| LOUP | New | INNOVATOR ETFS TRUSTinnovator deepw | $3,617 | – | 76 | +100.0% | 0.00% | – |
| ARKF | New | ARK ETF TRfintech innova | $3,120 | – | 112 | +100.0% | 0.00% | – |
| TYL | New | TYLER TECHNOLOGIES INC | $2,514 | – | 5 | +100.0% | 0.00% | – |
| TLH | New | ISHARES TR10-20 yr trs etf | $2,568 | – | 25 | +100.0% | 0.00% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $2,735 | – | 30 | +100.0% | 0.00% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $3,167 | – | 14 | +100.0% | 0.00% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $3,088 | – | 7 | +100.0% | 0.00% | – |
| DDEC | New | FIRST TR EXCHNG TRADED FD VIft vest u.s. | $3,274 | – | 85 | +100.0% | 0.00% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $1,444 | – | 15 | +100.0% | 0.00% | – |
| New | AMC ENTMT HLDGS INCcl a new | $1,868 | – | 375 | +100.0% | 0.00% | – | |
| New | ARM HOLDINGS PLCsponsored ads | $2,127 | – | 13 | +100.0% | 0.00% | – | |
| DELL | New | DELL TECHNOLOGIES INCcl c | $1,655 | – | 12 | +100.0% | 0.00% | – |
| AG | New | FIRST MAJESTIC SILVER CORP | $1,699 | – | 287 | +100.0% | 0.00% | – |
| FLLV | New | FRANKLIN TEMPLETON ETF TR | $2,154 | – | 40 | +100.0% | 0.00% | – |
| GTX | New | GARRETT MOTION INC | $1,314 | – | 153 | +100.0% | 0.00% | – |
| New | GSK PLCsponsored adr | $1,001 | – | 26 | +100.0% | 0.00% | – | |
| EDOC | New | GLOBAL X FDStelmdc&dig etf | $1,628 | – | 186 | +100.0% | 0.00% | – |
| New | INNOVATOR ETFS TRUSTnasdaq 100 mana | $1,234 | – | 45 | +100.0% | 0.00% | – | |
| IEF | New | ISHARES TR7-10 yr trsy bd | $2,154 | – | 23 | +100.0% | 0.00% | – |
| IGF | New | ISHARES TRglb infrastr etf | $1,725 | – | 36 | +100.0% | 0.00% | – |
| AOA | New | ISHARES TRaggres alloc etf | $897 | – | 12 | +100.0% | 0.00% | – |
| ESGE | New | ISHARES INCesg awr msci em | $1,408 | – | 42 | +100.0% | 0.00% | – |
| New | LUCID GROUP INC | $1,044 | – | 400 | +100.0% | 0.00% | – | |
| OXYWS | New | OCCIDENTAL PETE CORP*w exp 08/03/202 | $1,523 | – | 37 | +100.0% | 0.00% | – |
| AGCO | New | AGCO CORP | $979 | – | 10 | +100.0% | 0.00% | – |
| PCG | New | PG&E CORP | $1,030 | – | 59 | +100.0% | 0.00% | – |
| SPYX | New | SPDR SER TRspdr s&p 500 etf | $1,606 | – | 36 | +100.0% | 0.00% | – |
| SHW | New | SHERWIN WILLIAMS CO | $895 | – | 3 | +100.0% | 0.00% | – |
| TJX | New | TJX COS INC NEW | $1,762 | – | 16 | +100.0% | 0.00% | – |
| TREX | New | TREX CO INC | $815 | – | 11 | +100.0% | 0.00% | – |
| WFC | New | WELLS FARGO CO NEW | $2,035 | – | 34 | +100.0% | 0.00% | – |
| WOPEY | New | WOODSIDE ENERGY GROUP LTDsponsored adr | $1,053 | – | 56 | +100.0% | 0.00% | – |
| XYL | New | XYLEM INC | $1,085 | – | 8 | +100.0% | 0.00% | – |
| New | SNDL INC | $19 | – | 10 | +100.0% | 0.00% | – | |
| SNAP | New | SNAP INCcl a | $109 | – | 7 | +100.0% | 0.00% | – |
| SPSM | New | SPDR SER TRportfolio s&p600 | $623 | – | 15 | +100.0% | 0.00% | – |
| PYPL | New | PAYPAL HLDGS INC | $290 | – | 5 | +100.0% | 0.00% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $422 | – | 17 | +100.0% | 0.00% | – |
| ORI | New | OLD REP INTL CORP | $340 | – | 11 | +100.0% | 0.00% | – |
| OCGN | New | OCUGEN INC | $20 | – | 13 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORPsponsored adr | $174 | – | 46 | +100.0% | 0.00% | – |
| EL | New | LAUDER ESTEE COS INCcl a | $213 | – | 2 | +100.0% | 0.00% | – |
| LTC | New | LTC PPTYS INC | $173 | – | 5 | +100.0% | 0.00% | – |
| JD | New | JD.COM INCspon ads cl a | $129 | – | 5 | +100.0% | 0.00% | – |
| ESGD | New | ISHARES TResg aw msci eafe | $236 | – | 3 | +100.0% | 0.00% | – |
| USIG | New | ISHARES TRusd inv grde etf | $201 | – | 4 | +100.0% | 0.00% | – |
| IRM | New | IRON MTN INC DEL | $358 | – | 4 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC | $255 | – | 24 | +100.0% | 0.00% | – |
| New | HALEON PLCspon ads | $273 | – | 33 | +100.0% | 0.00% | – | |
| GME | New | GAMESTOP CORP NEWcl a | $9 | – | 0 | +100.0% | 0.00% | – |
| FATE | New | FATE THERAPEUTICS INC | $33 | – | 10 | +100.0% | 0.00% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $181 | – | 15 | +100.0% | 0.00% | – |
| ECL | New | ECOLAB INC | $714 | – | 3 | +100.0% | 0.00% | – |
| EMN | New | EASTMAN CHEM CO | $294 | – | 3 | +100.0% | 0.00% | – |
| DAR | New | DARLING INGREDIENTS INC | $221 | – | 6 | +100.0% | 0.00% | – |
| New | CENNTRO INC | $1 | – | 1 | +100.0% | 0.00% | – | |
| CLOV | New | CLOVER HEALTH INVESTMENTS CO | $123 | – | 100 | +100.0% | 0.00% | – |
| AMGN | New | AMGEN INC | $625 | – | 2 | +100.0% | 0.00% | – |
| CLX | New | CLOROX CO DEL | $273 | – | 2 | +100.0% | 0.00% | – |
| FVRR | New | FIVERR INTL LTD | $234 | – | 10 | +100.0% | 0.00% | – |
| C | New | CITIGROUP INC | $381 | – | 6 | +100.0% | 0.00% | – |
| BNO | New | UNITED STS BRENT OIL FD LPunit | $387 | – | 12 | +100.0% | 0.00% | – |
| TWLO | New | TWILIO INCcl a | $625 | – | 11 | +100.0% | 0.00% | – |
| TLRY | New | TILRAY BRANDS INC | $134 | – | 81 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INNOVATOR ETFS TRUST | 1 | Q2 2024 | 8.1% |
| APPLE INC | 1 | Q2 2024 | 6.8% |
| FIRST TR EXCHNG TRADED FD VI | 1 | Q2 2024 | 6.5% |
| VANGUARD SPECIALIZED FUNDS | 1 | Q2 2024 | 4.8% |
| VANGUARD INDEX FDS | 1 | Q2 2024 | 3.5% |
| VANGUARD INDEX FDS | 1 | Q2 2024 | 3.3% |
| VANGUARD INDEX FDS | 1 | Q2 2024 | 3.2% |
| ISHARES TR | 1 | Q2 2024 | 3.1% |
| INVESCO QQQ TR | 1 | Q2 2024 | 3.1% |
| VANECK ETF TRUST | 1 | Q2 2024 | 2.2% |
View Chris Bulman Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-14 |
| 13F-HR | 2024-08-06 |
View Chris Bulman Inc'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.