United Advisor 13F annual report
United Advisor is an investment fund managing more than $322 billion ran by Kendra Means. There are currently 260 companies in Mrs. Means’s portfolio. The largest investments include Nvidia Corporation Com and Apple Inc, together worth $23.9 billion.
Limited to 30 biggest holdings
$322 billion Assets Under Management (AUM)
As of 1st August 2024, United Advisor’s top holding is 106,585 shares of Nvidia Corporation Com currently worth over $13.2 billion and making up 4.1% of the portfolio value.
In addition, the fund holds 50,929 shares of Apple Inc worth $10.7 billion, whose value grew 11.4% in the past six months.
The third-largest holding is Wisdomtree Us Quality Dividend Growth Fund worth $8.63 billion and the next is United Parcel Service worth $8.25 billion, with 60,271 shares owned.
Currently, United Advisor's portfolio is worth at least $322 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at United Advisor
The United Advisor office and employees reside in Cincinnati, Ohio. According to the last 13-F report filed with the SEC, Kendra Means serves as the Consultant at United Advisor.
Recent trades
In the most recent 13F filing, United Advisor revealed that it had opened a new position in
iShares MSCI Emerging Markets ex China ETF and bought 21,922 shares worth $1.3 billion.
This means they effectively own approximately 0.1% of the company.
iShares MSCI Emerging Markets ex China ETF makes up
6.3%
of the fund's Miscellaneous sector allocation and has grown its share price by 7.9% in the past year.
The investment fund also strengthened its position in Nvidia Corporation Com by buying
95,811 additional shares.
This makes their stake in Nvidia Corporation Com total 106,585 shares worth $13.2 billion.
On the other hand, there are companies that United Advisor is getting rid of from its portfolio.
United Advisor closed its position in Pioneer Nat Res Co Com on 8th August 2024.
It sold the previously owned 12,567 shares for $3.3 billion.
Kendra Means also disclosed a decreased stake in Amazon.com by approximately 0.1%.
This leaves the value of the investment at $7.75 billion and 40,091 shares.
One of the smaller hedge funds
The two most similar investment funds to United Advisor are Clearstead Trust and Lantz. They manage $322 billion and $322 billion respectively.
Kendra Means investment strategy
United Advisor’s portfolio is diversified across 11 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 7.1% of
the total portfolio value.
The fund focuses on investments in the United States as
15.8% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
15% of the total holdings value.
On the other hand, small-cap stocks make up only 6.9% of the portfolio.
The average market cap of the portfolio companies is close to $131 billion.
The complete list of United Advisor trades based on 13F SEC filings
These positions were updated on August 8th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Nvidia Corporation Com |
889.28%
106,585
|
$13,167,553,000 | 4.09% |
| Apple Inc |
4.13%
50,929
|
$10,726,738,000 | 3.33% |
| Wisdomtree Us Quality Dividend Growth Fund |
25.02%
110,517
|
$8,625,860,000 | 2.68% |
| United Parcel Service, Inc. |
2.55%
60,271
|
$8,248,086,000 | 2.56% |
| Microsoft Corp Com |
4.38%
17,929
|
$8,013,420,000 | 2.49% |
| Amazon.com Inc. |
7.27%
40,091
|
$7,747,586,000 | 2.41% |
| Aptus Collared Investment Opportunity Etf |
47.15%
197,570
|
$7,434,559,000 | 2.31% |
| First Trust Rising Dividend Achievers ETF |
11.29%
123,849
|
$6,780,747,000 | 2.11% |
| Schwab Us Large Cap Etf |
8.00%
101,395
|
$6,514,636,000 | 2.02% |
| T Rowe Price Dividend Growth Etf |
13.86%
159,422
|
$6,137,756,000 | 1.91% |
| Strive 500 Etf |
48.97%
165,344
|
$5,782,080,000 | 1.80% |
| Wisdomtree Us Largecap Dividend Fund |
16.68%
78,668
|
$5,723,116,000 | 1.78% |
| Wisdomtree Us Midcap Dividend Fund |
22.07%
110,286
|
$5,158,094,000 | 1.60% |
| Fs Kkr Cap Corp Com |
1.27%
258,938
|
$5,108,847,000 | 1.59% |
| Exxon Mobil Corp Com |
188.21%
44,315
|
$5,101,527,000 | 1.59% |
| Jpmorgan Ultra Short Income Etf |
1.88%
96,737
|
$4,882,297,000 | 1.52% |
| Ares Dynamic Cr Allocation Fd Com |
7.25%
307,434
|
$4,577,692,000 | 1.42% |
| Opus Small Cap Value Etf |
57.41%
127,083
|
$4,384,364,000 | 1.36% |
| Aptus Defined Risk Etf |
48.61%
139,721
|
$3,776,659,000 | 1.17% |
| Aptus Enhanced Yield Etf |
15.06%
149,299
|
$3,453,286,000 | 1.07% |
| Ishares Msci Usa Quality Factor Etf |
0.71%
19,390
|
$3,311,042,000 | 1.03% |
| Pioneer Nat Res Co Com |
Closed
12,567
|
$3,298,838,000 | |
| Spdr Portfolio Sp 500 Growth Etf |
69.71%
40,458
|
$3,241,937,000 | 1.01% |
| Dimensional International Core Equity Market ETF |
24.40%
108,959
|
$3,232,814,000 | 1.00% |
| Duff Phelps Utlity And Infst Com |
2.29%
327,747
|
$3,221,753,000 | 1.00% |
| Midcap Financial Invstmnt Corp Com New |
4.71%
195,675
|
$2,962,520,000 | 0.92% |
| Vanguard Ftse Developed Markets Etf |
21.32%
59,171
|
$2,924,238,000 | 0.91% |
| Jpmorgan Chase Co Com |
12.24%
14,407
|
$2,913,960,000 | 0.91% |
| Golub Cap Bdc Inc Com |
6.30%
172,783
|
$2,714,421,000 | 0.84% |
| Wisdomtree Us Smallcap Quality Dividend Growth Fund |
42.49%
54,930
|
$2,587,761,000 | 0.80% |
| Oaktree Specialty Lending Corp Com |
14.17%
135,799
|
$2,554,379,000 | 0.79% |
| Proshares Sp Midcap 400 Dividend Aristocrats Etf |
15.16%
34,587
|
$2,545,961,000 | 0.79% |
| Alphabet Inc Cap Stk Cl A |
5.80%
13,953
|
$2,541,568,000 | 0.79% |
| Jpmorgan Core Plus Bond Etf |
23.99%
54,587
|
$2,529,007,000 | 0.79% |
| Vanguard Growth Etf |
13.52%
6,338
|
$2,370,481,000 | 0.74% |
| Starwood Ppty Tr Inc Com |
16.33%
120,099
|
$2,274,675,000 | 0.71% |
| Invesco NASDAQ 100 ETF |
58.78%
11,389
|
$2,244,886,000 | 0.70% |
| Wisdomtree International Hedged Quality Dividend Growth Fund |
15.60%
48,316
|
$2,202,735,000 | 0.68% |
| Invesco Qqq Trust Series I |
23.75%
4,586
|
$2,196,960,000 | 0.68% |
| Proshares Russell 2000 Dividend Growers Etf |
1.32%
35,326
|
$2,194,649,000 | 0.68% |
| Palantir Technologies Inc. |
10.20%
86,161
|
$2,182,458,000 | 0.68% |
| Procter And Gamble Co Com |
10.17%
13,145
|
$2,167,932,000 | 0.67% |
| Vanguard Sp 500 Etf |
94.34%
4,254
|
$2,127,361,000 | 0.66% |
| Cambria Foreign Shareholder Yield Etf |
20.74%
78,133
|
$2,064,267,000 | 0.64% |
| Ishares Core Us Aggregate Bond Etf |
18.81%
21,151
|
$2,053,154,000 | 0.64% |
| Meta Platforms Inc |
11.56%
3,976
|
$2,004,800,000 | 0.62% |
| First Trust Preferred Securities Income Etf |
56.57%
114,004
|
$1,979,114,000 | 0.62% |
| Goldman Sachs Bdc Inc Shs |
0.90%
128,397
|
$1,929,807,000 | 0.60% |
| Enterprise Prods Partners L P Com |
7.30%
65,274
|
$1,891,641,000 | 0.59% |
| Wisdomtree Emerging Markets Smallcap Dividend Fund |
16.69%
36,492
|
$1,877,158,000 | 0.58% |
| Vanguard Value Etf |
5.29%
11,671
|
$1,872,159,000 | 0.58% |
| Aptus International Enhanced Yield |
136.26%
90,963
|
$1,870,199,000 | 0.58% |
| Ares Capital Corp Com |
2.82%
88,964
|
$1,854,010,000 | 0.58% |
| Walmart Inc |
22.23%
27,078
|
$1,833,451,000 | 0.57% |
| Blackrock Tcp Capital Corp Com |
2.10%
163,293
|
$1,763,567,000 | 0.55% |
| Spdr Sp 500 Etf Trust |
12.91%
3,150
|
$1,714,293,000 | 0.53% |
| Commerce Bancshares, Inc. |
0.05%
30,585
|
$1,706,031,000 | 0.53% |
| Adobe Inc |
68.61%
2,949
|
$1,638,287,000 | 0.51% |
| Ishares Sp 500 Value Etf |
3.61%
8,897
|
$1,619,350,000 | 0.50% |
| Tesla Inc |
2.62%
8,088
|
$1,600,453,000 | 0.50% |
| First Trust Tcw Unconstrained Plus Bond Etf |
18.97%
64,162
|
$1,568,761,000 | 0.49% |
| Cambria Emerging Shareholder Yield Etf |
23.07%
45,218
|
$1,555,936,000 | 0.48% |
| Verizon Communications Inc |
3.01%
35,657
|
$1,470,495,000 | 0.46% |
| Jpmorgan Municipal Etf |
13.82%
28,640
|
$1,442,740,000 | 0.45% |
| Ishares Msci Global Min Vol Factor Etf |
Closed
12,489
|
$1,314,717,000 | |
| iShares MSCI Emerging Markets ex China ETF |
Opened
21,922
|
$1,297,782,000 | 0.40% |
| Costco Whsl Corp New Com |
1.91%
1,492
|
$1,268,185,000 | 0.39% |
| WisdomTree Emerging Markets Quality Dividend Growth Fund |
96.39%
46,614
|
$1,230,143,000 | 0.38% |
| Bain Cap Specialty Fin Inc Com Stk |
3.15%
73,809
|
$1,203,825,000 | 0.37% |
| First Trust TCW Opportunistic Fixed Income ETF |
4.24%
27,935
|
$1,202,583,000 | 0.37% |
| Wisdomtree Us Smallcap Dividend Fund |
14.64%
38,393
|
$1,195,950,000 | 0.37% |
| Vanguard Ftse Emerging Markets Etf |
14.26%
26,221
|
$1,147,433,000 | 0.36% |
| JPMorgan Equity Premium Income |
34.82%
20,239
|
$1,147,131,000 | 0.36% |
| Vanguard Mega Cap Growth Etf |
Closed
3,905
|
$1,119,212,000 | |
| Goldman Sachs Equal Weight Us Large Cap Equity Etf |
135.11%
15,428
|
$1,097,780,000 | 0.34% |
| Altria Group Inc. |
5.93%
23,897
|
$1,088,508,000 | 0.34% |
| Annaly Capital Management Inc Com New |
8.36%
56,622
|
$1,079,209,000 | 0.34% |
| Visa Inc |
95.59%
4,039
|
$1,060,126,000 | 0.33% |
| Philip Morris Intl Inc Com |
57.19%
10,389
|
$1,052,717,000 | 0.33% |
| Intuitive Surgical Inc Com New |
5.74%
2,332
|
$1,037,390,000 | 0.32% |
| Fedex Corp Com |
4.14%
3,454
|
$1,035,647,000 | 0.32% |
| Progressive Corp Com |
36.07%
4,919
|
$1,021,725,000 | 0.32% |
| Schwab Us Dividend Equity Etf |
Opened
12,977
|
$1,009,096,000 | 0.31% |
| Ark Innovation Etf |
2.46%
22,757
|
$1,000,170,000 | 0.31% |
| Target Corp Com |
7.68%
6,705
|
$992,608,000 | 0.31% |
| Gladstone Invt Corp Com |
15.73%
68,798
|
$961,796,000 | 0.30% |
| Vanguard Total Stock Market Etf |
11.97%
3,433
|
$918,383,000 | 0.29% |
| Schwab Us Largecap Growth Etf |
66.83%
9,104
|
$918,058,000 | 0.29% |
| Ishares Core Sp 500 Etf |
97.52%
1,673
|
$915,516,000 | 0.28% |
| Home Depot, Inc. |
19.58%
2,596
|
$893,647,000 | 0.28% |
| Jpmorgan Ultra Short Municipal Income Etf |
307.43%
17,267
|
$876,214,000 | 0.27% |
| Columbia Em Core Ex China Etf |
23.55%
27,349
|
$872,980,000 | 0.27% |
| Vanguard Mega Cap Value Etf |
Closed
7,295
|
$871,825,000 | |
| Berkshire Hathaway Inc Del Cl B New |
44.44%
2,012
|
$818,482,000 | 0.25% |
| Vanguard Tax Exempt Bond Etf |
2.14%
16,279
|
$815,741,000 | 0.25% |
| Blackrock Us Equity Factor Rotation Etf |
7.18%
17,305
|
$812,299,000 | 0.25% |
| First Trust Mid Cap Core AlphaDEX Fund |
6.07%
7,154
|
$776,361,000 | 0.24% |
| Copart, Inc. |
53.86%
14,149
|
$766,310,000 | 0.24% |
| Aptus Drawdown Managed Equity Etf |
47.13%
17,416
|
$761,776,000 | 0.24% |
| Chevron Corp New Com |
58.63%
4,832
|
$755,821,000 | 0.23% |
| Vaneck Morningstar Wide Moat Etf |
Opened
8,453
|
$732,083,000 | 0.23% |
| Lowes Cos Inc Com |
7.10%
3,308
|
$729,282,000 | 0.23% |
| Sei Enhanced Us Large Cap Momentum Factor Etf |
27.02%
21,724
|
$721,237,000 | 0.22% |
| Technology Select Sector Spdr Fund |
33.40%
3,151
|
$712,851,000 | 0.22% |
| Sei Enhanced Us Large Cap Value Factor Etf |
27.03%
22,851
|
$711,832,000 | 0.22% |
| Vanguard Sp 500 Growth Etf |
129.74%
2,109
|
$703,246,000 | 0.22% |
| Zoetis Inc |
10.91%
3,952
|
$685,119,000 | 0.21% |
| Johnson Johnson Com |
49.84%
4,687
|
$685,052,000 | 0.21% |
| Vanguard Total Bond Market Etf |
12.09%
9,327
|
$671,975,000 | 0.21% |
| First Trust Value Line Dividend Index Fund |
27.98%
16,302
|
$664,307,000 | 0.21% |
| Vanguard Small Cap Value Etf |
35.29%
3,561
|
$649,954,000 | 0.20% |
| Bny Mellon Core Bond Etf |
116.48%
15,673
|
$649,176,000 | 0.20% |
| Mcdonalds Corp Com |
7.52%
2,483
|
$632,781,000 | 0.20% |
| 3m Co Com |
6.34%
6,176
|
$631,125,000 | 0.20% |
| Apollo Sr Floating Rate Fd Inc Com |
4.52%
43,397
|
$630,992,000 | 0.20% |
| Schwab Us Small Cap Etf |
20.27%
13,064
|
$619,892,000 | 0.19% |
| Unitedhealth Group Inc |
Opened
1,212
|
$617,298,000 | 0.19% |
| Ft Vest Us Equity Deep Buffer Etf March |
Opened
16,904
|
$608,544,000 | 0.19% |
| Lockheed Martin Corp Com |
14.88%
1,297
|
$605,598,000 | 0.19% |
| Alphabet Inc Cap Stk Cl C |
91.88%
3,262
|
$598,334,000 | 0.19% |
| Blackstone Inc |
93.23%
4,796
|
$593,745,000 | 0.18% |
| Vanguard Total International Bond Etf |
8.35%
12,046
|
$586,279,000 | 0.18% |
| Ishares Core Msci Eafe Etf |
26.45%
7,989
|
$580,310,000 | 0.18% |
| Chipotle Mexican Grill |
5,223.84%
9,157
|
$573,686,000 | 0.18% |
| Doubleline Income Solutions Fd Com |
13.78%
44,858
|
$561,621,000 | 0.17% |
| American Tower Corp New Com |
147.84%
2,870
|
$557,929,000 | 0.17% |
| Neuberger Berman Option Strategy Etf |
Closed
21,392
|
$556,941,000 | |
| Goldman Sachs Group, Inc. |
146.59%
1,228
|
$555,449,000 | 0.17% |
| Att Inc Com |
1.41%
28,972
|
$553,655,000 | 0.17% |
| Cincinnati Finl Corp Com |
4.32%
4,674
|
$551,999,000 | 0.17% |
| Fidelity Total Bond Etf |
Opened
12,230
|
$549,494,000 | 0.17% |
| International Business Machs Com |
6.74%
3,087
|
$533,897,000 | 0.17% |
| Alpha Architect 1 3 Month Box Etf |
Opened
4,907
|
$529,048,000 | 0.16% |
| Hartford Total Return Bond Etf |
12.98%
15,323
|
$513,174,000 | 0.16% |
| Ft Vest Us Equity Buffer Etf March |
Opened
12,391
|
$502,827,000 | 0.16% |
| Ishares Sp 500 Growth Etf |
23.10%
5,313
|
$491,665,000 | 0.15% |
| Sunoco Lp Sunoco Fin Corp Com Ut Rep Lp |
0.78%
8,564
|
$484,209,000 | 0.15% |
| Vanguard Us Momentum Factor Etf |
No change
3,220
|
$483,644,000 | 0.15% |
| Invesco Sp 500 Revenue Etf |
37.97%
5,102
|
$472,547,000 | 0.15% |
| First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index |
3.42%
4,079
|
$471,453,000 | 0.15% |
| Simon Ppty Group Inc New Com |
45.98%
3,070
|
$466,026,000 | 0.14% |
| Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund |
13.74%
10,796
|
$463,808,000 | 0.14% |
| Merck Co Inc Com |
16.88%
3,739
|
$462,888,000 | 0.14% |
| Netflix Inc. |
55.00%
682
|
$460,268,000 | 0.14% |
| Global X NASDAQ 100 Covered Call ETF |
Opened
26,028
|
$459,922,000 | 0.14% |
| Vanguard Information Technology Etf |
Opened
786
|
$453,200,000 | 0.14% |
| Coca Cola Co Com |
23.65%
7,105
|
$452,233,000 | 0.14% |
| Vanguard Short Term Bond Etf |
11.47%
5,871
|
$450,306,000 | 0.14% |
| Wisdomtree Global Ex Us Quality Dividend Growth Fund |
122.25%
11,468
|
$448,169,000 | 0.14% |
| Wisdomtree Dynamic Currency Hedged International Smallcap Equity Fund |
102.83%
12,969
|
$445,616,000 | 0.14% |
| Northrop Grumman Corp Com |
38.16%
1,021
|
$445,105,000 | 0.14% |
| Spdr Portfolio Sp 500 Etf |
Opened
6,938
|
$444,009,000 | 0.14% |
| Icahn Enterprises Lp Depositary Unit |
8.10%
26,851
|
$442,504,000 | 0.14% |
| Broadcom Inc. |
Opened
275
|
$441,521,000 | 0.14% |
| Blackstone Secd Lending Fd Common Stock |
1.12%
14,248
|
$436,274,000 | 0.14% |
| Blue Owl Capital Corporation Com |
No change
28,200
|
$433,152,000 | 0.13% |
| Wells Fargo Co New Com |
Opened
7,280
|
$432,359,000 | 0.13% |
| Ishares Global Energy Etf |
Closed
10,011
|
$429,972,000 | |
| First Trust NASDAQ Cybersecurity ETF |
0.24%
7,535
|
$425,125,000 | 0.13% |
| Main Str Cap Corp Com |
No change
8,383
|
$423,258,000 | 0.13% |
| Diamondback Energy Inc |
102.41%
2,103
|
$421,000,000 | 0.13% |
| Bristol Myers Squibb Co Com |
1.90%
10,087
|
$418,913,000 | 0.13% |
| Broadridge Finl Solutions Inc Com |
Opened
2,117
|
$417,049,000 | 0.13% |
| Starbucks Corp Com |
13.42%
5,357
|
$417,042,000 | 0.13% |
| Ft Vest Nasdaq 100 Buffer Etf March |
Opened
14,807
|
$414,300,000 | 0.13% |
| T Rowe Price Ultra Short Term Bond Etf |
57.18%
8,208
|
$405,721,000 | 0.13% |
| Doubleline Opportunistic Cr Fd Com |
2.24%
26,359
|
$404,874,000 | 0.13% |
| Rtx Corporation Com |
Opened
4,007
|
$402,263,000 | 0.13% |
| Applied Matls Inc Com |
31.32%
1,694
|
$399,783,000 | 0.12% |
| Bank America Corp Com |
7.48%
10,050
|
$399,689,000 | 0.12% |
| Ishares Core Msci International Developed Markets Etf |
49.53%
6,065
|
$398,107,000 | 0.12% |
| Abbvie Inc |
Opened
2,307
|
$395,696,000 | 0.12% |
| Newmont Corp Com |
1.96%
9,435
|
$395,043,000 | 0.12% |
| Autodesk Inc. |
Opened
1,579
|
$390,724,000 | 0.12% |
| Vanguard Small Cap Etf |
Opened
1,785
|
$389,201,000 | 0.12% |
| Roper Technologies Inc |
Opened
683
|
$384,980,000 | 0.12% |
| Ishares 20 Year Treasury Bond Etf |
19.59%
4,133
|
$379,370,000 | 0.12% |
| First Trust Nyse Arca Biotechnology Index Fund |
2.84%
2,426
|
$373,580,000 | 0.12% |
| Schrodinger, Inc. |
16.36%
19,108
|
$369,549,000 | 0.11% |
| Wisdomtree Emerging Markets Ex State Owned Enterprises Fund |
Opened
12,025
|
$368,334,000 | 0.11% |
| Nuveen Esg Large Cap Growth Etf |
Closed
4,664
|
$355,770,000 | |
| Kinder Morgan Inc Del Com |
Opened
17,891
|
$355,494,000 | 0.11% |
| Invesco Dividend Achievers ETF |
Closed
8,349
|
$355,417,000 | |
| T. Rowe Price Total Return ETF |
Opened
8,859
|
$354,605,000 | 0.11% |
| Aon Plc Shs Cl A |
Opened
1,198
|
$351,709,000 | 0.11% |
| Sei Enhanced Us Large Cap Quality Factor Etf |
26.15%
10,576
|
$349,537,000 | 0.11% |
| Fidelity High Yield Factor Etf |
Opened
7,303
|
$348,864,000 | 0.11% |
| Spdr Sp Dividend Etf |
78.40%
2,742
|
$348,728,000 | 0.11% |
| Ishares Core Sp Mid Cap Etf |
74.16%
5,939
|
$347,550,000 | 0.11% |
| Pepsico Inc Com |
Opened
2,091
|
$344,869,000 | 0.11% |
| Medtronic Plc Shs |
40.85%
4,372
|
$344,120,000 | 0.11% |
| Best Buy Co. Inc. |
Opened
4,060
|
$342,217,000 | 0.11% |
| Regeneron Pharmaceuticals Com |
10.17%
325
|
$341,585,000 | 0.11% |
| Invesco Sp 500 Top 50 Etf |
29.58%
7,369
|
$337,132,000 | 0.10% |
| Ishares National Muni Bond Etf |
6.85%
3,058
|
$325,830,000 | 0.10% |
| Cintas Corp Com |
0.87%
463
|
$324,220,000 | 0.10% |
| Cion Invt Corp Com |
No change
26,359
|
$319,471,000 | 0.10% |
| Pimco Active Bond Exchange Traded Fund |
10.20%
3,494
|
$318,208,000 | 0.10% |
| Intuit Com |
49.38%
484
|
$318,090,000 | 0.10% |
| Ft Vest International Equity Moderate Buffer |
Opened
13,681
|
$317,128,000 | 0.10% |
| British Amern Tob Plc Sponsored Adr |
10.35%
10,218
|
$316,043,000 | 0.10% |
| Advanced Micro Devices Inc. |
24.56%
1,923
|
$311,930,000 | 0.10% |
| Ft Vest Nasdaq-100 Buffer Etf June |
Closed
12,083
|
$308,237,000 | |
| Schwab Us Large Cap Value Etf |
9.22%
4,133
|
$306,173,000 | 0.10% |
| First Trust Capital Strength ETF |
Opened
3,616
|
$303,905,000 | 0.09% |
| Uber Technologies Inc |
6.68%
4,166
|
$302,785,000 | 0.09% |
| General Mtrs Co Com |
Closed
6,669
|
$302,439,000 | |
| Vanguard Mid-cap Value Etf |
Closed
1,904
|
$296,853,000 | |
| Aptiv Plc Shs |
Opened
4,193
|
$295,271,000 | 0.09% |
| T-Mobile US Inc |
Opened
1,668
|
$293,868,000 | 0.09% |
| Avery Dennison Corp Com |
Closed
1,306
|
$291,565,000 | |
| Chemed Corp New Com |
Opened
535
|
$290,280,000 | 0.09% |
| Ishares Us Tech Breakthrough Multisector Etf |
Opened
5,711
|
$287,895,000 | 0.09% |
| Energy Transfer L P Com Ut Ltd Ptn |
No change
17,706
|
$287,191,000 | 0.09% |
| United Airls Hldgs Inc Com |
Opened
5,897
|
$286,948,000 | 0.09% |
| Enbridge Inc |
Opened
8,023
|
$285,539,000 | 0.09% |
| Amplify Cwp Enhanced Dividend Income Etf |
Opened
7,335
|
$283,865,000 | 0.09% |
| Vanguard Mortgage Backed Securities Etf |
Opened
6,239
|
$283,251,000 | 0.09% |
| Harbor Long Term Growers Etf |
Opened
11,180
|
$282,742,000 | 0.09% |
| Jpmorgan Usd Emerging Markets Sovereign Bond Etf |
Opened
7,244
|
$280,131,000 | 0.09% |
| Kla Corp Com New |
Closed
400
|
$279,428,000 | |
| Ebay Inc. Com |
Closed
5,274
|
$278,362,000 | |
| Ishares Msci Usa Momentum Factor Etf |
Opened
1,418
|
$276,312,000 | 0.09% |
| Invesco Sp 500 Equal Weight Etf |
24.92%
1,678
|
$275,662,000 | 0.09% |
| First Trust NASDAQ-100-Technology Sector Index Fund |
Opened
1,394
|
$275,295,000 | 0.09% |
| Disney Walt Co Com |
Opened
2,772
|
$275,232,000 | 0.09% |
| Emerson Elec Co Com |
Opened
2,498
|
$275,180,000 | 0.09% |
| Caterpillar Inc. |
Opened
825
|
$274,808,000 | 0.09% |
| Pfizer Inc. |
Opened
9,807
|
$274,400,000 | 0.09% |
| Fifth Third Bancorp Com |
3.20%
7,446
|
$271,705,000 | 0.08% |
| Ishares Russell 1000 Etf |
Opened
912
|
$271,356,000 | 0.08% |
| Vanguard Smallcap Growth Etf |
16.00%
1,080
|
$270,140,000 | 0.08% |
| Ishares Iboxx High Yield Corporate Bond Etf |
Closed
3,475
|
$270,112,000 | |
| Spdr Portfolio High Yield Bond Etf |
Closed
11,365
|
$266,623,000 | |
| Vanguard Mid Cap Growth Etf |
Closed
1,124
|
$265,028,000 | |
| Pimco Dynamic Income Fd Shs |
Opened
14,047
|
$264,231,000 | 0.08% |
| Kroger Co Com |
Opened
5,231
|
$261,198,000 | 0.08% |
| Dominion Energy Inc |
Opened
5,311
|
$260,218,000 | 0.08% |
| First Trust Horizon Managed Volatility Developed Intl Etf |
6.23%
9,134
|
$259,347,000 | 0.08% |
| Proshares Msci Emerging Markets Dividend Growers Etf |
2.13%
5,986
|
$258,846,000 | 0.08% |
| Vanguard High Dividend Yield Index Etf |
Opened
2,175
|
$257,955,000 | 0.08% |
| Wisdomtree International Quality Dividend Growth Fund |
Opened
6,910
|
$256,301,000 | 0.08% |
| First Trust Horizon Managed Volatility Domestic Etf |
15.72%
7,207
|
$255,183,000 | 0.08% |
| Wheaton Precious Metals Corp Com |
Opened
4,815
|
$252,402,000 | 0.08% |
| Ft Vest Us Equity Deep Buffer Etf July |
Closed
6,508
|
$251,729,000 | |
| Thermo Fisher Scientific Inc. |
Opened
451
|
$249,403,000 | 0.08% |
| iShares 0-3 Month Treasury Bond |
23.51%
2,469
|
$248,653,000 | 0.08% |
| First Trust NASDAQ Technology Dividend Index Fund |
Opened
3,172
|
$239,994,000 | 0.07% |
| Capital Group Dividend Value Etf |
Opened
7,226
|
$238,458,000 | 0.07% |
| Vaneck High Yield Muni Etf |
2.53%
4,585
|
$236,815,000 | 0.07% |
| The Cigna Group Com |
Closed
651
|
$236,437,000 | |
| Carlyle Secured Lending Inc |
Opened
13,302
|
$235,977,000 | 0.07% |
| Spdr Bloomberg 1 3 Month T Bill Etf |
Opened
2,537
|
$232,846,000 | 0.07% |
| Vanguard Large Cap Etf |
Opened
932
|
$232,646,000 | 0.07% |
| Ishares Core Msci Emerging Markets Etf |
Opened
4,337
|
$232,165,000 | 0.07% |
| Ishares Us Treasury Bond Etf |
Closed
10,127
|
$230,592,000 | |
| Spdr Portfolio Sp 500 Value Etf |
Closed
4,560
|
$228,456,000 | |
| Spdr Portfolio Sp 600 Small Cap Etf |
Opened
5,498
|
$228,317,000 | 0.07% |
| Pacer Trendpilot Us Bond Etf |
Opened
11,312
|
$227,376,000 | 0.07% |
| Price T Rowe Group Inc Com |
13.23%
1,969
|
$227,045,000 | 0.07% |
| Illumina Inc |
7.75%
2,167
|
$226,191,000 | 0.07% |
| Salesforce Inc |
Opened
877
|
$225,477,000 | 0.07% |
| Ishares Core Sp Small Cap Etf |
Opened
2,106
|
$224,626,000 | 0.07% |
| Mastercard Incorporated |
Opened
506
|
$223,227,000 | 0.07% |
| Cambria Shareholder Yield Etf |
Opened
3,246
|
$221,637,000 | 0.07% |
| DocuSign Inc |
No change
4,133
|
$221,116,000 | 0.07% |
| Coupang, Inc. |
Opened
10,439
|
$218,697,000 | 0.07% |
| Nrg Energy Inc Com New |
Closed
3,230
|
$218,639,000 | |
| Ishares Core Sp Us Growth Etf |
Opened
1,714
|
$218,501,000 | 0.07% |
| Southern Co Com |
Opened
2,795
|
$216,808,000 | 0.07% |
| Iq Candriam International Equity Etf |
Closed
7,246
|
$216,445,000 | |
| Spdr Portfolio Msci Global Stock Market Etf |
12.46%
3,548
|
$215,656,000 | 0.07% |
| Oreilly Automotive Inc Com |
1.94%
202
|
$213,324,000 | 0.07% |
| Pinterest Inc |
Opened
4,795
|
$211,316,000 | 0.07% |
| Conocophillips Com |
Opened
1,840
|
$210,459,000 | 0.07% |
| Vanguard Emerging Markets Government Bond Etf |
Closed
3,266
|
$208,534,000 | |
| Vanguard Us Quality Factor Etf |
Opened
1,537
|
$206,104,000 | 0.06% |
| Stanley Black Decker Inc Com |
Closed
2,092
|
$204,870,000 | |
| Ishares Global Tech Etf |
Opened
2,455
|
$203,349,000 | 0.06% |
| iShares 1-3 Year Treasury Bond ETF |
7.49%
2,471
|
$201,771,000 | 0.06% |
| Apollo Global Mgmt Inc Com |
Opened
1,700
|
$200,719,000 | 0.06% |
| Waste Mgmt Inc Del Com |
Opened
939
|
$200,254,000 | 0.06% |
| iShares Morningstar Growth ETF |
Opened
2,457
|
$200,024,000 | 0.06% |
| Walgreens Boots Alliance Inc |
16.43%
12,027
|
$145,467,000 | 0.05% |
| Blackrock Munivest Fd Ii Inc Com |
No change
10,912
|
$120,578,000 | 0.04% |
| No transactions found | |||
| Showing first 500 out of 285 holdings | |||
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