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Western Wealth Management, LLC

$1.18Billion

Equity Portfolio Value

Last Reported on: 08 Nov, 2023

New Buys

Ticker$ Bought
WALGREENS BOOTS ALLIANCE INC1,355,560
DARDEN RESTAURANTS INC1,353,780
ONEOK INC NEW783,284
JOHNSON CTLS INTL PLC756,792
WISDOMTREE TR701,003
INVESCO EXCHANGE TRADED FD T564,948
ZIMMER BIOMET HOLDINGS INC480,777
SPDR SER TR464,313

New stocks bought by Western Wealth Management, LLC

Additions

Ticker% Inc.
GENERAL MLS INC551
INVESCO EXCHANGE TRADED FD T424
INVESCO EXCHANGE TRADED FD T400
INVESCO EXCHANGE TRADED FD T396
INVESCO EXCH TRADED FD TR II256
INVESCO EXCH TRADED FD TR II236
S&P GLOBAL INC230
J P MORGAN EXCHANGE TRADED F205

Additions to existing portfolio by Western Wealth Management, LLC

Reductions

Ticker% Reduced
VICTORY PORTFOLIOS II-81.29
SPDR INDEX SHS FDS-63.94
SPDR SER TR-61.83
SPDR INDEX SHS FDS-57.00
FIRST TR EXCHANGE TRADED FD-39.66
SELECT SECTOR SPDR TR-38.94
VANGUARD WORLD FDS-36.6
PROSHARES TR-27.81

Western Wealth Management, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Western Wealth Management, LLC

Current Stock Holdings of Western Wealth Management, LLC

Last Reported on: 08 Nov, 2023
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AAPLAPPLE INC5.04348,30159,632,600REDUCED-0.94
AAXJISHARES TR0.1216,0411,424,470ADDED22.31
AAXJISHARES TR0.1041,0541,237,780ADDED44.4
AAXJISHARES TR0.077,822802,117ADDED38.74
AAXJISHARES TR0.066,564725,159REDUCED-5.14
AAXJISHARES TR0.066,750715,333ADDED4.47
AAXJISHARES TR0.057,076610,640REDUCED-4.00
AAXJISHARES TR0.0511,975582,595ADDED39.89
AAXJISHARES TR0.059,387568,760REDUCED-12.37
AAXJISHARES TR0.046,383519,670REDUCED-7.88
AAXJISHARES TR0.049,498464,725ADDED26.32
AAXJISHARES TR0.045,039453,402ADDED1.67
AAXJISHARES TR0.032,946333,351REDUCED-2.19
ABALLIANCEBERNSTEIN HLDG L P0.0311,003333,929ADDED1.51
ABBVABBVIE INC0.4737,3215,563,120ADDED2.97
ABTABBOTT LABS0.1721,2272,055,800REDUCED-4.34
ACIOETF SER SOLUTIONS0.0320,081341,992REDUCED-1.46
ACSGDBX ETF TR0.1965,0882,271,580ADDED0.93
ACSGDBX ETF TR0.0718,076777,640ADDED1.06
ACWFISHARES TR0.2046,7642,316,230REDUCED-7.14
ACWFISHARES TR0.1644,8691,840,980ADDED1.58
ACWFISHARES TR0.1028,3231,238,150ADDED117
ADBEADOBE INC0.143,1821,622,520ADDED57.37
ADIANALOG DEVICES INC0.032,046358,164ADDED2.61
ADMARCHER DANIELS MIDLAND CO0.058,540644,127ADDED5.00
ADPAUTOMATIC DATA PROCESSING IN0.042,083501,153REDUCED-1.42
AEPAMERICAN ELEC PWR CO INC0.1116,9781,277,050REDUCED-3.00
AFKVANECK ETF TRUST0.5586,1706,535,160ADDED59.74
AFKVANECK ETF TRUST0.118,9211,293,320REDUCED-14.25
AFKVANECK ETF TRUST0.0315,164408,063REDUCED-3.89
AFKVANECK ETF TRUST0.0314,798374,229ADDED6.19
AFLAFLAC INC0.1117,0631,309,590REDUCED-9.92
AFLGFIRST TR EXCHNG TRADED FD VI0.54266,2146,362,500ADDED18.05
AFLGFIRST TR EXCHNG TRADED FD VI0.1256,1071,374,060ADDED4.45
AFLGFIRST TR EXCHNG TRADED FD VI0.1026,6031,118,790REDUCED-18.22
AFTYPACER FDS TR0.2242,0842,585,620ADDED32.38
AFTYPACER FDS TR0.1126,9581,332,520REDUCED-1.06
AFTYPACER FDS TR0.1131,7351,268,150REDUCED-23.52
AFTYPACER FDS TR0.0617,084712,405ADDED89.4
AFTYPACER FDS TR0.0310,041325,287REDUCED-10.68
AGGISHARES TR1.33229,48315,701,200ADDED2.83
AGGISHARES TR1.2033,01614,178,100ADDED4.1
AGGISHARES TR0.8841,79810,422,500ADDED1.72
AGGISHARES TR0.6248,0637,394,000ADDED3.03
AGGISHARES TR0.3443,1544,070,710REDUCED-4.72
AGGISHARES TR0.2531,2892,947,090ADDED10.08
AGGISHARES TR0.2315,4832,736,530ADDED3.28
AGGISHARES TR0.2227,4252,600,730REDUCED-0.21
AGGISHARES TR0.229,6772,574,070ADDED1.9
AGGISHARES TR0.2223,6772,548,560ADDED8.84
AGGISHARES TR0.2015,1772,304,150REDUCED-0.96
AGGISHARES TR0.1723,2102,058,470ADDED82.67
AGGISHARES TR0.1734,0971,972,190REDUCED-0.88
AGGISHARES TR0.1417,8291,676,700ADDED30.41
AGGISHARES TR0.1422,0401,644,660ADDED1.74
AGGISHARES TR0.1415,6851,600,200ADDED198
AGGISHARES TR0.1215,2331,391,560REDUCED-0.48
AGGISHARES TR0.1015,3621,243,850REDUCED-5.6
AGGISHARES TR0.088,842969,810ADDED118
AGGISHARES TR0.084,023945,142ADDED0.93
AGGISHARES TR0.078,000839,382ADDED34.00
AGGISHARES TR0.0719,674811,762REDUCED-0.63
AGGISHARES TR0.058,282570,812ADDED9.02
AGGISHARES TR0.041,046495,391ADDED5.02
AGGISHARES TR0.038,719330,873REDUCED-3.71
AGGISHARES TR0.033,946325,212UNCHANGED0.00
AGGYWISDOMTREE TR0.4380,6965,123,370ADDED17.22
AGGYWISDOMTREE TR0.0514,199589,390REDUCED-21.05
AGGYWISDOMTREE TR0.0514,068544,981ADDED27.16
AGGYWISDOMTREE TR0.0312,986346,343ADDED8.38
AGNGGLOBAL X FDS0.1869,1162,099,750ADDED49.47
AGNGGLOBAL X FDS0.0824,009933,708ADDED108
AGNGGLOBAL X FDS0.0420,275501,199REDUCED-11.25
AGNGGLOBAL X FDS0.0323,415392,670REDUCED-2.23
AGZDWISDOMTREE TR0.0618,703701,003NEW
AGZDWISDOMTREE TR0.0410,065412,274ADDED4.41
AGZDWISDOMTREE TR0.035,241322,298ADDED35.6
AIRRFIRST TR EXCHANGE-TRADED FD1.49383,31717,613,400ADDED0.25
AIRRFIRST TR EXCHANGE-TRADED FD0.1272,5401,480,540ADDED45.08
AIRRFIRST TR EXCHANGE-TRADED FD0.0719,474862,693REDUCED-0.63
AIRRFIRST TR EXCHANGE-TRADED FD0.057,978539,584REDUCED-10.41
ALBALBEMARLE CORP0.053,649620,372ADDED50.79
ALTSPROSHARES TR0.0865,191943,309REDUCED-12.62
AMATAPPLIED MATLS INC0.043,450477,614ADDED42.92
AMBAAMBARELLA INC0.036,500344,695NEW
AMDADVANCED MICRO DEVICES INC0.1617,9611,846,750ADDED8.93
AMGNAMGEN INC0.219,2002,472,610ADDED1.91
AMLXAMPLIFY ETF TR0.0515,629542,780ADDED31.93
AMPSISHARES TR0.2643,1463,122,940REDUCED-2.84
AMPSISHARES TR0.1214,8161,465,190ADDED15.61
AMPSISHARES TR0.0818,860959,802REDUCED-3.38
AMPSISHARES TR0.078,259800,453REDUCED-1.85
AMTAMERICAN TOWER CORP NEW0.096,5151,071,370REDUCED-8.82
AMZNAMAZON COM INC1.51140,89017,909,800REDUCED-1.73
ANTXELEVANCE HEALTH INC0.113,0101,310,910ADDED1.21
AOAISHARES TR0.108,0021,231,010REDUCED-8.96
AOAISHARES TR0.058,819559,919ADDED33.88
AOAISHARES TR0.037,323361,846UNCHANGED0.00
APDAIR PRODS & CHEMS INC0.176,9641,973,690ADDED14.28
ARKFARK ETF TR0.0513,993555,101REDUCED-5.85
ASETFLEXSHARES TR0.1467,5481,696,040ADDED0.67
ATVIACTIVISION BLIZZARD INC0.044,430414,767ADDED25.71
AVGOBROADCOM INC0.7210,2938,548,850ADDED0.14
AXPAMERICAN EXPRESS CO0.118,4381,258,820REDUCED-2.75
AZOAUTOZONE INC0.08362919,476REDUCED-11.06
BABOEING CO0.2012,5732,410,030REDUCED-0.36
BABINVESCO EXCH TRADED FD TR II1.54123,65718,228,200ADDED5.21
BABINVESCO EXCH TRADED FD TR II0.3958,5504,575,060ADDED256
BABINVESCO EXCH TRADED FD TR II0.1012,1541,140,410ADDED13.67
BABINVESCO EXCH TRADED FD TR II0.0928,6831,044,630ADDED236
BABINVESCO EXCH TRADED FD TR II0.0842,803957,503ADDED0.76
BABINVESCO EXCH TRADED FD TR II0.0526,036546,490ADDED14.03
BACBANK AMERICA CORP0.2086,8512,377,970ADDED6.47
BBAXJ P MORGAN EXCHANGE TRADED F0.3270,1363,756,490ADDED16.45
BBAXJ P MORGAN EXCHANGE TRADED F0.0924,9721,080,520ADDED205
BBAXJ P MORGAN EXCHANGE TRADED F0.0818,645935,587REDUCED-4.62
BBAXJ P MORGAN EXCHANGE TRADED F0.0820,548912,342ADDED0.96
BBAXJ P MORGAN EXCHANGE TRADED F0.037,834378,945ADDED70.19
BBAXJ P MORGAN EXCHANGE TRADED F0.036,691337,564ADDED60.46
BBYBEST BUY INC0.0610,777748,696ADDED15.41
BGBUNGE LIMITED0.055,710618,113ADDED3.25
BGLDFIRST TR EXCHANGE-TRADED FD1.45233,06017,160,200ADDED0.07
BGLDFIRST TR EXCHANGE-TRADED FD0.1410,5251,679,900REDUCED-6.88
BGLDFIRST TR EXCHANGE-TRADED FD0.108,2661,209,770ADDED47.32
BGLDFIRST TR EXCHANGE-TRADED FD0.049,741415,246REDUCED-0.88
BGRNISHARES TR0.0419,771458,688ADDED8.63
BIIBBIOGEN INC0.031,524391,676REDUCED-2.99
BILSPDR SER TR1.39327,06616,438,300ADDED5.61
BILSPDR SER TR1.35388,03416,010,300ADDED8.76
BILSPDR SER TR0.83165,3239,800,340ADDED19.38
BILSPDR SER TR0.72195,1108,543,870ADDED10.83
BILSPDR SER TR0.64204,1287,532,350ADDED6.87
BILSPDR SER TR0.4089,7134,709,040ADDED18.01
BILSPDR SER TR0.2482,4192,890,460ADDED0.41
BILSPDR SER TR0.2121,4972,472,320REDUCED-61.83
BILSPDR SER TR0.159,8371,762,800UNCHANGED0.00
BILSPDR SER TR0.1252,6731,450,080ADDED24.63
BILSPDR SER TR0.1142,9921,352,090ADDED9.04
BILSPDR SER TR0.0911,5611,061,550ADDED138
BILSPDR SER TR0.0834,583993,227ADDED3.6
BILSPDR SER TR0.0813,238958,055ADDED2.1
BILSPDR SER TR0.0742,027874,158ADDED24.68
BILSPDR SER TR0.0726,713783,226UNCHANGED0.00
BILSPDR SER TR0.0637,659680,881ADDED18.12
BILSPDR SER TR0.0422,078537,378REDUCED-1.97
BILSPDR SER TR0.0421,921491,466REDUCED-10.37
BILSPDR SER TR0.0419,220477,435REDUCED-26.55
BILSPDR SER TR0.0417,756464,313NEW
BILSPDR SER TR0.0412,381430,007ADDED7.81
BILSPDR SER TR0.0312,843394,537ADDED11.19
BILSPDR SER TR0.0315,934389,746UNCHANGED0.00
BILSPDR SER TR0.034,878357,434REDUCED-0.67
BILSPDR SER TR0.033,804316,587REDUCED-5.58
BILSPDR SER TR0.032,150310,801ADDED0.37
BIVVANGUARD BD INDEX FDS0.2236,4102,540,720ADDED1.08
BIVVANGUARD BD INDEX FDS0.1727,8812,016,060ADDED11.43
BIVVANGUARD BD INDEX FDS0.0914,2291,069,620REDUCED-3.27
BKBANK NEW YORK MELLON CORP0.0514,106601,638ADDED61.25
BLDGCAMBRIA ETF TR0.1247,7971,370,820ADDED0.62
BLDGCAMBRIA ETF TR0.1155,3241,326,670ADDED1.07
BLKBLACKROCK INC0.173,0711,985,050ADDED4.53
BMYBRISTOL-MYERS SQUIBB CO0.0917,8801,037,740REDUCED-13.88
BNDWVANGUARD SCOTTSDALE FDS0.1218,1311,377,560ADDED0.22
BNDWVANGUARD SCOTTSDALE FDS0.1015,2151,143,440REDUCED-1.11
BNDWVANGUARD SCOTTSDALE FDS0.0915,4001,053,940ADDED3.77
BNDWVANGUARD SCOTTSDALE FDS0.049,406411,806REDUCED-3.48
BNDXVANGUARD CHARLOTTE FDS0.049,734465,601REDUCED-2.22
BONDPIMCO ETF TR0.044,823482,975ADDED4.55
BRKBBERKSHIRE HATHAWAY INC DEL2.8897,40934,122,500ADDED4.1
BRKBBERKSHIRE HATHAWAY INC DEL0.9020.0010,629,500UNCHANGED0.00
BSAEINVESCO EXCH TRD SLF IDX FD0.3282,3583,775,260ADDED12.39
BSAEINVESCO EXCH TRD SLF IDX FD0.0954,0021,014,440ADDED0.81
BSAEINVESCO EXCH TRD SLF IDX FD0.0840,781916,757ADDED97.19
BSAEINVESCO EXCH TRD SLF IDX FD0.0844,271915,081REDUCED-5.3
BSAEINVESCO EXCH TRD SLF IDX FD0.0629,163655,702ADDED57.44
BSAEINVESCO EXCH TRD SLF IDX FD0.0529,089584,980ADDED0.1
BSAEINVESCO EXCH TRD SLF IDX FD0.0319,300361,586ADDED2.12
BSAEINVESCO EXCH TRD SLF IDX FD0.0316,350316,618NEW
BSXBOSTON SCIENTIFIC CORP0.0715,885838,727ADDED10.34
BTECPRINCIPAL EXCHANGE TRADED FD0.25148,2242,916,310ADDED13.32
BUFDFIRST TR EXCHNG TRADED FD VI0.0844,284941,035ADDED4.02
BXBLACKSTONE INC0.1414,9311,599,650ADDED15.92
BZQPROSHARES TR0.067,572670,545REDUCED-27.81
CCITIGROUP INC0.038,554351,830ADDED13.81
CARRCARRIER GLOBAL CORPORATION0.036,332349,518REDUCED-0.95
CARZFIRST TR EXCHANGE TRADED FD0.1444,4511,681,590ADDED2.78
CARZFIRST TR EXCHANGE TRADED FD0.1016,0801,220,650ADDED4.08
CARZFIRST TR EXCHANGE TRADED FD0.0513,888630,927REDUCED-2.86
CARZFIRST TR EXCHANGE TRADED FD0.056,260608,195REDUCED-0.22
CARZFIRST TR EXCHANGE TRADED FD0.047,117429,463REDUCED-39.66
CATCATERPILLAR INC0.166,8101,859,150ADDED0.12
CBCHUBB LIMITED0.042,111439,503ADDED0.96
CCVCOMCAST CORP NEW0.1746,2342,050,020ADDED4.07
CDCVICTORY PORTFOLIOS II0.2349,6152,771,500REDUCED-9.52
CDCVICTORY PORTFOLIOS II0.0921,4741,051,800REDUCED-13.94
CDCVICTORY PORTFOLIOS II0.0513,300577,344REDUCED-81.29
CMGCHIPOTLE MEXICAN GRILL INC0.05321588,016ADDED0.94
CMICUMMINS INC0.084,352994,204ADDED4.49
COFCAPITAL ONE FINL CORP0.033,921380,489REDUCED-0.53
COPCONOCOPHILLIPS0.2322,5072,696,310REDUCED-2.66
COSTCOSTCO WHSL CORP NEW0.8217,1149,668,470ADDED4.07
CRMSALESFORCE INC0.116,5991,338,120ADDED5.99
CRWDCROWDSTRIKE HLDGS INC0.042,826473,017ADDED22.82
CSCOCISCO SYS INC0.3679,6944,284,310ADDED3.36
CSDINVESCO EXCHANGE TRADED FD T0.2355,3802,771,220ADDED0.19
CSDINVESCO EXCHANGE TRADED FD T0.119,3651,326,850ADDED6.68
CSDINVESCO EXCHANGE TRADED FD T0.0819,271901,868REDUCED-10.63
CSDINVESCO EXCHANGE TRADED FD T0.0710,250825,208ADDED3.4
CSDINVESCO EXCHANGE TRADED FD T0.0512,606611,511REDUCED-1.15
CSDINVESCO EXCHANGE TRADED FD T0.0519,286581,475ADDED396
CSDINVESCO EXCHANGE TRADED FD T0.057,014564,948NEW
CSDINVESCO EXCHANGE TRADED FD T0.0415,617496,939ADDED400
CSDINVESCO EXCHANGE TRADED FD T0.0413,428442,987ADDED424
CSXCSX CORP0.0934,7691,069,160REDUCED-1.12
CTASCINTAS CORP0.338,1003,896,300ADDED0.73
CVSCVS HEALTH CORP0.2236,9482,579,710ADDED5.11
CVXCHEVRON CORP NEW0.4531,4565,304,160ADDED4.01
CWISPDR INDEX SHS FDS0.30115,7413,589,120ADDED19.68
CWISPDR INDEX SHS FDS0.1552,2481,753,940REDUCED-57.00
CWISPDR INDEX SHS FDS0.1018,4671,238,050ADDED1.95
CWISPDR INDEX SHS FDS0.0419,070474,652UNCHANGED0.00
CWISPDR INDEX SHS FDS0.035,611312,659REDUCED-63.94
DFACDIMENSIONAL ETF TRUST0.32142,0663,722,130REDUCED-9.58
DFACDIMENSIONAL ETF TRUST0.20104,9222,362,850REDUCED-7.24
DFACDIMENSIONAL ETF TRUST0.0614,788688,369ADDED0.49
DFACDIMENSIONAL ETF TRUST0.0512,081561,412ADDED0.1
DFACDIMENSIONAL ETF TRUST0.036,610346,980REDUCED-1.11
DFACDIMENSIONAL ETF TRUST0.0310,157345,541UNCHANGED0.00
DHRDANAHER CORPORATION0.136,7561,486,030REDUCED-2.47
DIASPDR DOW JONES INDL AVERAGE0.258,9583,000,630ADDED4.28
DIALCOLUMBIA ETF TR I0.0417,215432,613ADDED2.99
DISDISNEY WALT CO0.1927,4292,223,100REDUCED-2.68
DLRDIGITAL RLTY TR INC0.043,390410,283NEW
DOWDOW INC0.048,490437,747ADDED31.02
DRIDARDEN RESTAURANTS INC0.119,4521,353,780NEW
DUKDUKE ENERGY CORP NEW0.068,146718,942ADDED3.24
DVNDEVON ENERGY CORP NEW0.038,164389,430REDUCED-18.73
DWMFWISDOMTREE TR0.2455,3932,787,400ADDED189
DWMFWISDOMTREE TR0.0414,171495,418REDUCED-2.13
ECLECOLAB INC0.032,016341,531UNCHANGED0.00
ECLNFIRST TR EXCHANGE-TRADED FD0.1949,6422,270,630ADDED3.78
ECLNFIRST TR EXCHANGE-TRADED FD0.0310,098396,129ADDED32.14
EDCONSOLIDATED EDISON INC0.1014,1461,209,870ADDED39.6
EDVVANGUARD WORLD FD0.126,2001,406,850ADDED25.51
EDVVANGUARD WORLD FD0.044,827489,498REDUCED-9.25
EMGFISHARES INC0.2151,5632,453,900REDUCED-4.48
EMREMERSON ELEC CO0.055,820562,022ADDED1.13
ENBENBRIDGE INC0.1139,9961,338,020ADDED19.45
EOGEOG RES INC0.043,489442,319ADDED0.66
EPDENTERPRISE PRODS PARTNERS L0.0418,042493,812ADDED69.17
ETENERGY TRANSFER L P0.0760,343846,620ADDED0.57
ETNEATON CORP PLC0.179,6322,054,380REDUCED-7.62
FFORD MTR CO DEL0.0769,926868,484REDUCED-2.13
FANGDIAMONDBACK ENERGY INC0.064,873754,808REDUCED-0.35
FASTFASTENAL CO0.0613,312727,381ADDED1.91
FBCGFIDELITY COVINGTON TRUST0.0944,4131,106,320REDUCED-0.25
FBCGFIDELITY COVINGTON TRUST0.0513,829643,900ADDED0.01
FBCGFIDELITY COVINGTON TRUST0.038,088321,646REDUCED-14.63
FCALFIRST TR EXCH TRADED FD III0.0535,729603,103ADDED29.04
FCVTFIRST TR EXCHANGE-TRADED FD0.62123,5887,343,570ADDED36.75
FCVTFIRST TR EXCHANGE-TRADED FD0.0512,699599,883ADDED64.94
FDLFIRST TR MORNINGSTAR DIVID L0.0930,1051,006,700ADDED3.34
FDXFEDEX CORP0.073,322880,211ADDED9.93
FIWFIRST TR EXCHANGE TRADED FD0.057,054583,694ADDED0.41
FMBFIRST TR EXCH TRADED FD III0.2559,6942,917,840REDUCED-9.93
FMBHFIRST MID ILL BANCSHARES INC0.2088,1642,341,640UNCHANGED0.00
FNDASCHWAB STRATEGIC TR0.3660,3994,273,870ADDED18.83
FNDASCHWAB STRATEGIC TR0.2864,6853,273,030ADDED5.11
FNDASCHWAB STRATEGIC TR0.1829,7592,164,040ADDED1.26
FNDASCHWAB STRATEGIC TR0.1638,8071,934,560ADDED18.48
FNDASCHWAB STRATEGIC TR0.1637,3821,887,420ADDED3.05
FNDASCHWAB STRATEGIC TR0.1246,0371,457,980REDUCED-0.39
FNDASCHWAB STRATEGIC TR0.0615,510742,790ADDED17.67
FNDASCHWAB STRATEGIC TR0.0514,279591,419ADDED49.42
FNDASCHWAB STRATEGIC TR0.035,793373,365ADDED12.42
FNXFIRST TR MID CAP CORE ALPHAD0.1620,9741,931,710ADDED0.6
FPEFIRST TR EXCH TRADED FD III0.36269,2944,300,630REDUCED-0.64
FPXFIRST TR EXCHANGE TRADED FD0.1824,9602,096,080REDUCED-0.28
FSKFS KKR CAP CORP0.0744,074867,825REDUCED-16.7
FTAFIRST TR LRG CP VL ALPHADEX0.1018,3701,189,980ADDED19.22
FTCFIRST TRUST LRGCP GWT ALPHAD0.1316,2551,572,830ADDED24.5
FTGCFIRST TR EXCHANGE TRAD FD VI0.1470,9881,703,710REDUCED-7.77
FVDFIRST TR VALUE LINE DIVID IN0.64202,1617,558,800REDUCED-2.06
FYXFIRST TR SML CP CORE ALPHA F0.4465,0685,248,290REDUCED-5.51
GALSSGA ACTIVE ETF TR0.3394,1553,947,940ADDED2.41
GALSSGA ACTIVE ETF TR0.0616,561666,911ADDED43.81
GALSSGA ACTIVE ETF TR0.0514,839573,515ADDED5.31
GDGENERAL DYNAMICS CORP0.031,536339,331REDUCED-1.09
GEGENERAL ELECTRIC CO0.1111,5821,280,400ADDED1.58
GILDGILEAD SCIENCES INC0.058,047603,045ADDED199
GISGENERAL MLS INC0.1832,8382,101,310ADDED551
GLDSPDR GOLD TR0.3222,2583,816,160REDUCED-3.96
GLWCORNING INC0.0725,719783,661ADDED1.6
GOOGALPHABET INC1.17105,39413,791,800ADDED1.43
GOOGALPHABET INC0.4842,6175,619,010ADDED2.85
GPCGENUINE PARTS CO0.065,296764,749ADDED6.88
GSGOLDMAN SACHS GROUP INC0.103,8571,247,870ADDED16.03
GSYINVESCO ACTIVELY MANAGED ETF0.0410,380463,264REDUCED-5.45
HCAHCA HEALTHCARE INC0.073,394834,877ADDED2.51
HDHOME DEPOT INC0.5320,6416,236,950ADDED4.57
HLGELATTICE STRATEGIES TR0.1749,5851,991,220REDUCED-2.42
HONHONEYWELL INTL INC0.1811,7132,163,730ADDED3.81
HPEHEWLETT PACKARD ENTERPRISE C0.0321,825379,094REDUCED-0.27
IAUISHARES GOLD TR0.0515,991559,527REDUCED-6.74
IBCEISHARES TR0.3834,2054,507,910ADDED6.75
IBCEISHARES TR0.3462,2944,008,620ADDED1.98
IBCEISHARES TR0.1512,7351,779,150REDUCED-8.84
IBCEISHARES TR0.0922,4381,040,650ADDED0.22
IBCEISHARES TR0.0713,778826,520ADDED1.34
IBMINTERNATIONAL BUSINESS MACHS0.118,9241,252,040ADDED12.55
ICEINTERCONTINENTAL EXCHANGE IN0.0910,1521,116,870ADDED4.37
IDXXIDEXX LABS INC0.092,3331,020,150ADDED7.07
IEPICAHN ENTERPRISES LP0.0527,578545,495ADDED80.71
INTCINTEL CORP0.1032,7881,165,620ADDED1.44
IPGINTERPUBLIC GROUP COS INC0.0834,521989,376ADDED16.63
ISRGINTUITIVE SURGICAL INC0.093,5201,028,860ADDED16.06
ITWILLINOIS TOOL WKS INC0.126,3941,472,680ADDED1.28
IVOGVANGUARD ADMIRAL FDS INC0.042,774412,500REDUCED-8.15
IVOGVANGUARD ADMIRAL FDS INC0.031,393343,832REDUCED-10.59
JBLJABIL INC0.032,859362,800ADDED8.91
JCIJOHNSON CTLS INTL PLC0.0614,223756,792NEW
JEFJEFFERIES FINL GROUP INC0.0412,355452,552REDUCED-7.85
JHCBJOHN HANCOCK EXCHANGE TRADED0.048,986425,217ADDED5.31
JNJJOHNSON & JOHNSON0.3828,6784,466,570REDUCED-22.43
JPMJPMORGAN CHASE & CO0.6250,1957,279,340ADDED7.1
KEYKEYCORP0.0887,529941,810ADDED20.92
KKRKKR & CO INC0.0610,757662,631ADDED4.21
KMBKIMBERLY-CLARK CORP0.033,074371,492REDUCED-2.07
KOCOCA COLA CO0.3574,1644,151,690REDUCED-0.03
KRKROGER CO0.037,625341,236ADDED0.12
LEGRFIRST TR EXCHANGE-TRADED FD0.42178,2935,033,220ADDED60.04
LINLINDE PLC0.196,1642,295,350ADDED11.18
LLYELI LILLY & CO0.429,3345,013,500ADDED4.79
LMTLOCKHEED MARTIN CORP0.174,8932,000,940ADDED4.44
LOWLOWES COS INC0.127,1231,480,400ADDED0.23
LRCXLAM RESEARCH CORP0.04666417,992ADDED3.74
LULULULULEMON ATHLETICA INC0.03927357,462ADDED5.1
LYBLYONDELLBASELL INDUSTRIES N0.067,606720,275ADDED3.88
MAMASTERCARD INCORPORATED0.3410,1033,999,980ADDED2.56
MCDMCDONALDS CORP0.3415,4984,082,690REDUCED-3.31
MCKMCKESSON CORP0.133,5961,563,820ADDED0.25
MDBMONGODB INC0.082,620906,154ADDED160
MDLZMONDELEZ INTL INC0.046,388443,346ADDED5.95
MDTMEDTRONIC PLC0.1319,4391,523,190ADDED7.71
MDYSPDR S&P MIDCAP 400 ETF TR0.041,170534,269REDUCED-5.11
METAMETA PLATFORMS INC0.4115,9944,801,550REDUCED-5.7
MKCMCCORMICK & CO INC0.0711,242850,309ADDED4.77
MMCMARSH & MCLENNAN COS INC0.064,033767,503ADDED0.7
MMM3M CO0.1113,9691,307,800ADDED166
MOALTRIA GROUP INC0.1438,3481,612,540ADDED0.51
MRKMERCK & CO INC0.2528,8222,967,270ADDED4.94
MRVLMARVELL TECHNOLOGY INC0.0612,519677,679ADDED14.27
MSMORGAN STANLEY0.045,069413,965REDUCED-23.89
MSFTMICROSOFT CORP2.3989,59528,289,500ADDED3.22
MTBM & T BK CORP0.033,150398,317NEW
MTDMETTLER TOLEDO INTERNATIONAL0.03311344,610NEW
MTNVAIL RESORTS INC0.063,177704,884ADDED4.85
NEENEXTERA ENERGY INC0.1734,6501,985,110ADDED12.07
NFLXNETFLIX INC0.144,2331,598,380ADDED5.69
NKENIKE INC0.1417,3531,659,320ADDED9.44
NLYANNALY CAPITAL MANAGEMENT IN0.0641,004771,294ADDED3.98
NOCNORTHROP GRUMMAN CORP0.143,8691,703,310ADDED0.83
NOWSERVICENOW INC0.04906506,433ADDED13.53
NUENUCOR CORP0.043,046476,207ADDED27.18
NVDANVIDIA CORPORATION1.0328,11412,229,200ADDED2.06
NXSTNEXSTAR MEDIA GROUP INC0.075,407775,260ADDED24.18
OREALTY INCOME CORP0.036,598329,488ADDED1.65
OHIOMEGA HEALTHCARE INVS INC0.0518,338608,097ADDED0.04
OKEONEOK INC NEW0.0712,348783,284NEW
ORCLORACLE CORP0.066,163652,784ADDED80.31
ORLYOREILLY AUTOMOTIVE INC0.314,0653,694,520REDUCED-3.81
PANWPALO ALTO NETWORKS INC0.052,537594,776ADDED6.02
PDBCINVESCO ACTVELY MNGD ETC FD0.0434,575516,893ADDED42.2
PEPPEPSICO INC0.2315,8082,678,560ADDED10.62
PFEPFIZER INC0.1554,7321,815,480REDUCED-0.09
PGPROCTER AND GAMBLE CO0.4838,8375,664,780ADDED66.00
PGRPROGRESSIVE CORP0.064,870678,395ADDED1.29
PHPARKER-HANNIFIN CORP0.072,062803,105ADDED8.93
PLDPROLOGIS INC.0.1313,6751,534,410REDUCED-0.65
PLTRPALANTIR TECHNOLOGIES INC0.0428,069449,104NEW
PMPHILIP MORRIS INTL INC0.044,855449,477ADDED1.34
PRUPRUDENTIAL FINL INC0.044,737449,520ADDED24.82
PSNPARSONS CORP DEL0.0510,149551,598REDUCED-0.98
PSXPHILLIPS 660.1615,6951,885,720ADDED2.12
PYPLPAYPAL HLDGS INC0.048,983525,147ADDED148
QCOMQUALCOMM INC0.3234,0413,780,600ADDED4.1
QQQINVESCO QQQ TR4.26140,66150,394,900ADDED4.17
RFREGIONS FINANCIAL CORP NEW0.0425,184433,163REDUCED-9.56
RJFRAYMOND JAMES FINL INC0.0910,3341,037,870ADDED5.64
ROKROCKWELL AUTOMATION INC0.125,1441,470,520REDUCED-0.29
RPMRPM INTL INC0.1113,3721,267,790ADDED2.89
RRGBRED ROBIN GOURMET BURGERS IN0.09124,5611,001,470UNCHANGED0.00
RTXRTX CORPORATION0.0914,4851,042,510ADDED6.95
SBUXSTARBUCKS CORP0.2228,3112,583,940ADDED11.83
SCHWSCHWAB CHARLES CORP0.059,876542,205ADDED5.38
SLBSCHLUMBERGER LTD0.059,914578,011REDUCED-0.78
SLVISHARES SILVER TR0.0316,913344,004REDUCED-1.15
SNOWSNOWFLAKE INC0.042,718415,237NEW
SOSOUTHERN CO0.1018,2151,178,880ADDED13.37
SPGIS&P GLOBAL INC0.072,275831,241ADDED230
SPHDINVESCO EXCH TRADED FD TR II0.2447,5262,794,040REDUCED-4.9
SPHDINVESCO EXCH TRADED FD TR II0.0516,014627,607REDUCED-9.67
SPYSPDR S&P 500 ETF TR1.4540,10717,145,100REDUCED-5.22
STZCONSTELLATION BRANDS INC0.115,0931,279,940ADDED3.75
SWKSTANLEY BLACK & DECKER INC0.079,816820,424ADDED6.33
SWKSSKYWORKS SOLUTIONS INC0.1113,2081,302,140ADDED7.55
SYKSTRYKER CORPORATION0.031,390379,862UNCHANGED0.00
TAT&T INC0.13102,9151,545,800ADDED1.43
TFXTELEFLEX INCORPORATED0.031,712336,289ADDED2.03
TGTTARGET CORP0.088,503940,204REDUCED-2.52
TJXTJX COS INC NEW0.1823,9652,130,010ADDED1.57
TMOTHERMO FISHER SCIENTIFIC INC0.215,0102,535,900ADDED2.52
TSCOTRACTOR SUPPLY CO0.074,171847,020ADDED3.91
TSLATESLA INC0.9745,95811,499,500ADDED0.82
TXNTEXAS INSTRS INC0.1511,4311,817,640ADDED3.55
UBERUBER TECHNOLOGIES INC0.0513,690629,606ADDED95.85
UNHUNITEDHEALTH GROUP INC0.4811,2755,684,790ADDED9.08
UNPUNION PAC CORP0.179,8762,011,090ADDED7.53
UPSUNITED PARCEL SERVICE INC0.096,9511,083,520ADDED4.45
USBUS BANCORP DEL0.1244,2831,463,980ADDED6.55
VVISA INC0.6935,3198,123,740ADDED4.98
VAWVANGUARD WORLD FDS0.4212,0765,010,360ADDED1.47
VAWVANGUARD WORLD FDS0.0913,2181,061,670REDUCED-6.35
VAWVANGUARD WORLD FDS0.063,910762,435ADDED1.09
VAWVANGUARD WORLD FDS0.044,136524,185ADDED10.18
VAWVANGUARD WORLD FDS0.042,827516,419REDUCED-6.08
VAWVANGUARD WORLD FDS0.042,076488,063REDUCED-1.8
VAWVANGUARD WORLD FDS0.031,503404,728REDUCED-15.28
VAWVANGUARD WORLD FDS0.032,831361,125REDUCED-36.6
VEAVANGUARD TAX-MANAGED FDS0.3287,0883,807,490ADDED8.77
VEUVANGUARD INTL EQUITY INDEX F0.0716,177839,101REDUCED-5.66
VEUVANGUARD INTL EQUITY INDEX F0.0617,146672,307ADDED7.15
VICIVICI PPTYS INC0.0624,301707,167ADDED8.08
VIGVANGUARD SPECIALIZED FUNDS1.41107,47116,698,800ADDED3.55
VIGIVANGUARD WHITEHALL FDS0.2124,0082,480,560REDUCED-2.14
VLOVALERO ENERGY CORP0.054,078577,939REDUCED-2.51
VOOVANGUARD INDEX FDS0.9854,33511,541,400REDUCED-1.2
VOOVANGUARD INDEX FDS0.5215,5166,092,990ADDED13.75
VOOVANGUARD INDEX FDS0.3013,2243,600,970ADDED3.16
VOOVANGUARD INDEX FDS0.179,1771,965,540ADDED22.41
VOOVANGUARD INDEX FDS0.1614,0731,941,070ADDED5.07
VOOVANGUARD INDEX FDS0.105,5231,150,040ADDED1.84
VOOVANGUARD INDEX FDS0.084,677910,966ADDED5.17
VOOVANGUARD INDEX FDS0.074,323817,274ADDED41.69
VOOVANGUARD INDEX FDS0.058,039608,230REDUCED-7.62
VOOVANGUARD INDEX FDS0.042,919465,477ADDED7.63
VOOVANGUARD INDEX FDS0.032,460352,647ADDED5.49
VOOVANGUARD INDEX FDS0.032,523330,396ADDED4.6
VRTXVERTEX PHARMACEUTICALS INC0.03904314,357REDUCED-6.51
VTEBVANGUARD MUN BD FDS0.0615,891764,358ADDED2.62
VTIPVANGUARD MALVERN FDS0.036,654314,624UNCHANGED0.00
VXUSVANGUARD STAR FDS0.036,389341,938REDUCED-24.88
VZVERIZON COMMUNICATIONS INC0.37136,5044,424,100ADDED2.95
WABWABTEC0.066,535694,499REDUCED-0.92
WBAWALGREENS BOOTS ALLIANCE INC0.1260,9521,355,560NEW
WFCWELLS FARGO CO NEW0.0720,588841,233REDUCED-4.21
WMWASTE MGMT INC DEL0.086,538996,632ADDED6.00
WMTWALMART INC0.3122,8863,660,230ADDED8.00
WPCWP CAREY INC0.036,743364,647REDUCED-1.91
WSMWILLIAMS SONOMA INC0.096,9261,076,270ADDED3.39
WSTWEST PHARMACEUTICAL SVSC INC0.041,388520,810UNCHANGED0.00
XELXCEL ENERGY INC0.0917,7631,016,400ADDED7.74
XLBSELECT SECTOR SPDR TR0.7569,2868,919,840REDUCED-1.97
XLBSELECT SECTOR SPDR TR0.5640,8146,690,590ADDED0.93
XLBSELECT SECTOR SPDR TR0.3343,3263,916,200ADDED0.92
XLBSELECT SECTOR SPDR TR0.2896,5743,290,270ADDED4.98
XLBSELECT SECTOR SPDR TR0.2590,3012,995,300ADDED0.96
XLBSELECT SECTOR SPDR TR0.2427,9412,832,670ADDED17.67
XLBSELECT SECTOR SPDR TR0.1626,8231,845,700REDUCED-11.91
XLBSELECT SECTOR SPDR TR0.1323,8381,563,080ADDED3.39
XLBSELECT SECTOR SPDR TR0.1121,3301,256,960REDUCED-38.94
XLBSELECT SECTOR SPDR TR0.096,4221,033,810ADDED19.32
XOMEXXON MOBIL CORP0.7676,9709,050,070ADDED69.54
ZBHZIMMER BIOMET HOLDINGS INC0.044,284480,777NEW
ZTSZOETIS INC0.106,9591,210,770ADDED26.44
PIMCO DYNAMIC INCOME FD0.16106,2041,835,210ADDED1.75
TAIWAN SEMICONDUCTOR MFG LTD0.1115,2631,326,340REDUCED-0.45
FLAHERTY & CRUMRINE PFD SECS0.1199,5721,291,450REDUCED-3.48
ROYAL BK CDA0.1013,3501,167,360ADDED10.28
GUGGENHEIM STRATEGIC OPPORTU0.0975,4351,115,690ADDED0.7
NUVEEN NASDAQ 100 DYNAMIC OV0.0844,193993,019REDUCED-0.65
BLACKROCK MUNIHLDNGS CALI QL0.08103,436988,849ADDED0.09
PGIM HIGH YIELD BOND FUND IN0.0553,451629,656REDUCED-1.37
PIMCO CORPORATE & INCOME OPP0.0545,902599,941REDUCED-1.77
NUVEEN MUN HIGH INCOME OPPOR0.0564,079594,653UNCHANGED0.00
HANCOCK JOHN PFD INCOME FD I0.0438,888518,377ADDED1.3
STMICROELECTRONICS N V0.0411,968516,531REDUCED-6.6
TORONTO DOMINION BK ONT0.047,437448,147ADDED0.01
PIMCO INCOME STRATEGY FD0.0453,878413,242REDUCED-6.22
GABELLI DIVID & INCOME TR0.0320,000388,800UNCHANGED0.00
DIAGEO PLC0.032,559381,780ADDED2.65
MAINSTAY MACKAY DEFINEDTERM0.0323,689377,372REDUCED-13.21
NUVEEN QUALITY MUNCP INCOME0.0336,970374,877ADDED0.02
INVESCO CALIF VALUE MUN INCO0.0343,917370,218ADDED0.29
NUVEEN ARIZONA QLTY MUN INC0.0337,939365,353ADDED0.89
J P MORGAN EXCHANGE TRADED F0.037,024329,622ADDED36.23
NUVEEN MUN VALUE FD INC0.0339,200323,792UNCHANGED0.00
BP PLC0.038,295321,162ADDED1.34
NUVEEN MUNICIPAL CREDIT INC0.0330,375316,812ADDED0.06
ARES CAPITAL CORP0.0316,072312,923ADDED1.9

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