The Analysis of Lodestone Wealth Management LLC's Holdings
Currently, Lodestone Wealth Management LLC holds 798 types of securities in its portfolio with a total value $245.6M. In the most recent quarter, they have increased their positions in CGCP (+67.3K shares, valued at $1.5M), CGSD (+50.1K shares, valued at $1.3M), PYLD (+35.5K shares, valued at $948.1K); decreased their positions in MSFT (-1.4K shares, valued at $694.0K), DVN (-17.0K shares, valued at $622.5K), AAPL (-2.0K shares, valued at $533.9K); initiated new positions in CGIE (+9.1K shares, valued at $317.8K), AMKR (+7.8K shares, valued at $306.2K), DOCN (+6.3K shares, valued at $302.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC COM31.1K shares-5.93%2025-12-312026-01-15
CGCP CAPITAL GROUP CORE PLUS INCOME ETF308.4K shares27.92%2025-12-312026-01-15 JPST JPMORGAN ULTRA-SHORT INCOME ETF137.2K shares1.25%2025-12-312026-01-15 MSFT MICROSOFT CORP COM12.7K shares-10.15%2025-12-312026-01-15 CGSD CAPITAL GROUP SHORT DURATION INCOME ETF235.2K shares27.10%2025-12-312026-01-15 CGDV CAPITAL GROUP DIVIDEND VALUE ETF122.1K shares-1.11%2025-12-312026-01-15 NVDA NVIDIA CORPORATION COM25.4K shares2.54%2025-12-312026-01-15 JPM JPMORGAN CHASE & CO. COM14.3K shares-4.70%2025-12-312026-01-15 AMGN AMGEN INC COM13.4K shares-1.67%2025-12-312026-01-15 VTV VANGUARD VALUE ETF22.2K shares-8.47%2025-12-312026-01-15 COWZ PACER US CASH COWS 100 ETF66.3K shares-0.98%2025-12-312026-01-15 CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF123.1K shares5.30%2025-12-312026-01-15 VEA VANGUARD FTSE DEVELOPED MARKETS ETF57.6K shares-1.70%2025-12-312026-01-15 VTI VANGUARD TOTAL STOCK MARKET ETF10.6K shares0.01%2025-12-312026-01-15 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF48.0K shares-2.11%2025-12-312026-01-15 AXP AMERICAN EXPRESS CO COM9.2K shares-2.84%2025-12-312026-01-15 BSV VANGUARD SHORT-TERM BOND ETF42.8K shares0.69%2025-12-312026-01-15 AMZN AMAZON COM INC COM13.2K shares0.19%2025-12-312026-01-15 SPG SIMON PPTY GROUP INC NEW COM15.4K shares-1.02%2025-12-312026-01-15 CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF99.9K shares21.42%2025-12-312026-01-15 DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF84.0K shares0.57%2025-12-312026-01-15 CSCO CISCO SYS INC COM35.1K shares1.78%2025-12-312026-01-15 DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF70.1K shares0.61%2025-12-312026-01-15 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF51.4K shares-0.32%2025-12-312026-01-15 CGUS CAPITAL GROUP CORE EQUITY ETF60.8K shares-2.13%2025-12-312026-01-15 CGCB CAPITAL GROUP CORE BOND ETF90.6K shares2.47%2025-12-312026-01-15 QCOM QUALCOMM INC COM13.8K shares2.04%2025-12-312026-01-15 META META PLATFORMS INC CL A3.6K shares0.96%2025-12-312026-01-15 BAC BANK AMERICA CORP COM42.3K shares-15.25%2025-12-312026-01-15 MAC MACERICH CO COM123.8K shares-0.69%2025-12-312026-01-15 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF45.2K shares-3.66%2025-12-312026-01-15 DHI D R HORTON INC COM15.0K shares0.16%2025-12-312026-01-15 CVE CENOVUS ENERGY INC COM117.5K shares5.41%2025-12-312026-01-15 V VISA INC COM CL A5.5K shares-6.37%2025-12-312026-01-15 NVR NVR INC COM261 shares-0.38%2025-12-312026-01-15 LEN LENNAR CORP CL A17.5K shares1.48%2025-12-312026-01-15 EBAY EBAY INC. COM19.3K shares-5.68%2025-12-312026-01-15 CVX CHEVRON CORP NEW COM11.0K shares-4.83%2025-12-312026-01-15 DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF49.3K shares-2.61%2025-12-312026-01-15 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF6.5K shares-3.58%2025-12-312026-01-15 XSMO INVESCO S&P SMALLCAP MOMENTUM ETF21.8K shares-2.45%2025-12-312026-01-15 VV VANGUARD LARGE-CAP ETF4.8K shares0.54%2025-12-312026-01-15 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF25.3K shares45.42%2025-12-312026-01-15 HD HOME DEPOT INC COM4.3K shares-0.53%2025-12-312026-01-15 OXY OCCIDENTAL PETE CORP COM35.7K shares-5.74%2025-12-312026-01-15 PCAR PACCAR INC COM13.2K shares-7.75%2025-12-312026-01-15 PLTR PALANTIR TECHNOLOGIES INC CL A7.9K shares-5.23%2025-12-312026-01-15 GLD SPDR GOLD SHARES3.3K shares-0.84%2025-12-312026-01-15 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND48.6K shares270.98%2025-12-312026-01-15 COST COSTCO WHSL CORP NEW COM1.5K shares-9.33%2025-12-312026-01-15 COP CONOCOPHILLIPS COM13.7K shares1.99%2025-12-312026-01-15 TGT TARGET CORP COM12.8K shares23.27%2025-12-312026-01-15 JNJ JOHNSON & JOHNSON COM6.0K shares-1.56%2025-12-312026-01-15 FANG DIAMONDBACK ENERGY INC COM7.9K shares9.52%2025-12-312026-01-15 CGGR CAPITAL GROUP GROWTH ETF26.6K shares-1.54%2025-12-312026-01-15 SCHW SCHWAB CHARLES CORP COM11.8K shares0.29%2025-12-312026-01-15 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS3.8K shares-4.26%2025-12-312026-01-15 CALF PACER US SMALL CAP CASH COWS ETF25.0K shares-2.79%2025-12-312026-01-15 ORCL ORACLE CORP COM5.2K shares-7.19%2025-12-312026-01-15 TSLA TESLA INC COM2.2K shares-0.04%2025-12-312026-01-15 XOM EXXON MOBIL CORP COM8.3K shares1.08%2025-12-312026-01-15 FITB FIFTH THIRD BANCORP COM21.2K shares73.07%2025-12-312026-01-15 UNH UNITEDHEALTH GROUP INC COM2.8K shares15.53%2025-12-312026-01-15 BND VANGUARD TOTAL BOND MARKET ETF12.2K shares0.00%2025-12-312026-01-15 CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF25.2K shares5.11%2025-12-312026-01-15 DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND15.2K shares-3.47%2025-12-312026-01-15 UHAL.B U HAUL HOLDING COMPANY COM SER N18.4K shares18.33%2025-12-312026-01-15 WAL WESTERN ALLIANCE BANCORP COM10.1K shares16.10%2025-12-312026-01-15 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND8.3K shares3.46%2025-12-312026-01-15 DFSV DIMENSIONAL US SMALL CAP VALUE ETF25.0K shares-1.29%2025-12-312026-01-15 MCD MCDONALDS CORP COM2.4K shares-0.08%2025-12-312026-01-15 ULTA ULTA BEAUTY INC COM1.2K shares-0.91%2025-12-312026-01-15 WMT WALMART INC COM6.5K shares-0.95%2025-12-312026-01-15 SPY SPDR S&P 500 ETF TRUST1.1K shares-35.28%2025-12-312026-01-15 CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF20.7K shares45.14%2025-12-312026-01-15 MCK MCKESSON CORP COM799 shares0.13%2025-12-312026-01-15 JSCP JPMORGAN SHORT DURATION CORE PLUS ETF13.7K shares0.98%2025-12-312026-01-15 EFV ISHARES MSCI EAFE VALUE ETF9.0K shares0.00%2025-12-312026-01-15 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF4.4K shares0.00%2025-12-312026-01-15 IVV ISHARES CORE S&P 500 ETF887 shares0.00%2025-12-312026-01-15 VO VANGUARD MID-CAP ETF2.1K shares0.48%2025-12-312026-01-15 CACC CREDIT ACCEP CORP MICH COM1.4K shares10.06%2025-12-312026-01-15 BA BOEING CO COM2.7K shares-7.43%2025-12-312026-01-15 MTB M & T BK CORP COM2.8K shares-2.04%2025-12-312026-01-15 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF10.3K shares0.24%2025-12-312026-01-15 CGDG CAPITAL GROUP DIVIDEND GROWERS ETF15.5K shares2.16%2025-12-312026-01-15 TM TOYOTA MOTOR CORP ADS2.6K shares-1.04%2025-12-312026-01-15 INTC INTEL CORP COM14.6K shares-0.48%2025-12-312026-01-15 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF11.8K shares91.09%2025-12-312026-01-15 VBR VANGUARD SMALL CAP VALUE ETF2.5K shares0.08%2025-12-312026-01-15 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF3.6K shares36.12%2025-12-312026-01-15 CGBL CAPITAL GROUP CORE BALANCED ETF14.4K shares16.13%2025-12-312026-01-15 STIP ISHARES 0-5 YEAR TIPS BOND ETF5.0K shares0.00%2025-12-312026-01-15 AMD ADVANCED MICRO DEVICES INC COM2.3K shares6.29%2025-12-312026-01-15 VB VANGUARD SMALL-CAP ETF1.9K shares0.15%2025-12-312026-01-15 MU MICRON TECHNOLOGY INC COM1.7K shares0.00%2025-12-312026-01-15 FDX FEDEX CORP COM1.7K shares0.61%2025-12-312026-01-15 ASML ASML HOLDING N V N Y REGISTRY SHS442 shares-1.12%2025-12-312026-01-15 TAXF AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF9.4K shares-1.71%2025-12-312026-01-15 KO COCA COLA CO COM6.5K shares-1.81%2025-12-312026-01-15 QUAL ISHARES MSCI USA QUALITY FACTOR ETF2.2K shares0.00%2025-12-312026-01-15 CRWD CROWDSTRIKE HLDGS INC CL A920 shares4.66%2025-12-312026-01-15 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF8.4K shares-21.10%2025-12-312026-01-15 CROX CROCS INC COM4.7K shares0.17%2025-12-312026-01-15 DIS DISNEY WALT CO COM3.5K shares-3.09%2025-12-312026-01-15 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF2.6K shares2.34%2025-12-312026-01-15 NET CLOUDFLARE INC CL A COM2.0K shares-3.16%2025-12-312026-01-15 CGCV CAPITAL GROUP CONSERVATIVE EQUITY ETF12.8K shares2.19%2025-12-312026-01-15 VWO VANGUARD FTSE EMERGING MARKETS ETF7.1K shares0.00%2025-12-312026-01-15 VOT VANGUARD MID-CAP GROWTH ETF1.4K shares1.88%2025-12-312026-01-15 UPS UNITED PARCEL SERVICE INC CL B3.8K shares1.60%2025-12-312026-01-15 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF8.8K shares113.74%2025-12-312026-01-15 UBER UBER TECHNOLOGIES INC COM4.6K shares91.79%2025-12-312026-01-15 LLY ELI LILLY & CO COM342 shares-7.07%2025-12-312026-01-15 JPEM JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF5.8K shares1.49%2025-12-312026-01-15 VIG VANGUARD DIVIDEND APPRECIATION ETF1.6K shares-3.06%2025-12-312026-01-15 CGMU CAPITAL GROUP MUNICIPAL INCOME ETF12.6K shares0.86%2025-12-312026-01-15 SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF13.9K shares0.00%2025-12-312026-01-15 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF4.3K shares3.79%2025-12-312026-01-15 NVT NVENT ELECTRIC PLC SHS3.3K shares-1.66%2025-12-312026-01-15 BILZ PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND3.2K shares-20.87%2025-12-312026-01-15 CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF9.1K sharesnew addition2025-12-312026-01-15 SCHD SCHWAB US DIVIDEND EQUITY ETF11.4K shares1.69%2025-12-312026-01-15 XMMO INVESCO S&P MIDCAP MOMENTUM ETF2.3K shares1.99%2025-12-312026-01-15 AMKR AMKOR TECHNOLOGY INC COM7.8K sharesnew addition2025-12-312026-01-15 MKL MARKEL GROUP INC COM142 shares0.00%2025-12-312026-01-15 DOCN DIGITALOCEAN HLDGS INC COM6.3K sharesnew addition2025-12-312026-01-15 IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF6.3K shares0.00%2025-12-312026-01-15 MA MASTERCARD INCORPORATED CL A520 shares-29.54%2025-12-312026-01-15 SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF6.7K shares0.00%2025-12-312026-01-15 SDY STATE STREET SPDR S&P DIVIDEND ETF2.1K shares0.29%2025-12-312026-01-15 ALL ALLSTATE CORP COM1.4K shares4.38%2025-12-312026-01-15 VOE VANGUARD MID-CAP VALUE ETF1.6K shares4.23%2025-12-312026-01-15 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF2.9K shares-16.20%2025-12-312026-01-15 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF6.7K shares0.00%2025-12-312026-01-15 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF2.4K shares0.00%2025-12-312026-01-15 MPLX MPLX LP COM UNIT REP LTD4.7K shares2.04%2025-12-312026-01-15 MELI MERCADOLIBRE INC COM124 shares6.90%2025-12-312026-01-15 VTEB VANGUARD TAX-EXEMPT BOND ETF5.0K shares0.00%2025-12-312026-01-15 VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF2.5K shares0.00%2025-12-312026-01-15 DFAU DIMENSIONAL US CORE EQUITY MARKET ETF5.2K shares-0.71%2025-12-312026-01-15 PG PROCTER AND GAMBLE CO COM1.7K shares0.60%2025-12-312026-01-15 DPZ DOMINOS PIZZA INC COM576 shares0.88%2025-12-312026-01-15 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF1.0K shares0.00%2025-12-312026-01-15 CEG CONSTELLATION ENERGY CORP COM611 shares-12.46%2025-12-312026-01-15 PM PHILIP MORRIS INTL INC COM1.3K shares0.23%2025-12-312026-01-15 IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF5.4K sharesnew addition2025-12-312026-01-15 SRE SEMPRA COM2.4K shares0.00%2025-12-312026-01-15 T AT&T INC COM8.4K shares-15.79%2025-12-312026-01-15 SNOW SNOWFLAKE INC COM SHS943 shares-4.07%2025-12-312026-01-15 GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF1.0K sharesnew addition2025-12-312026-01-15 KMB KIMBERLY-CLARK CORP COM2.0K shares0.15%2025-12-312026-01-15 VNQ VANGUARD REAL ESTATE ETF2.3K shares-0.17%2025-12-312026-01-15 EEM ISHARES MSCI EMERGING MARKETS ETF3.7K sharesnew addition2025-12-312026-01-15 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF1.7K sharesnew addition2025-12-312026-01-15 AFL AFLAC INC COM1.8K shares-13.21%2025-12-312026-01-15 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF4.2K sharesnew addition2025-12-312026-01-15 RBRK RUBRIK INC. CL A2.5K shares-1.70%2025-12-312026-01-15 USMV ISHARES MSCI USA MIN VOL FACTOR ETF2.1K sharesnew addition2025-12-312026-01-15 RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF3.9K sharesnew addition2025-12-312026-01-15 ITB ISHARES U.S. HOME CONSTRUCTION ETF1.9K shares0.16%2025-12-312026-01-15 USAI PACER AMERICAN ENERGY INDEPENDENCE ETF4.8K shares-34.16%2025-12-312026-01-15 DFAS DIMENSIONAL U.S. SMALL CAP ETF2.6K sharesnew addition2025-12-312026-01-15 HON HONEYWELL INTL INC COM932 sharesnew addition2025-12-312026-01-15 RTX RTX CORPORATION COM922 sharesnew addition2025-12-312026-01-15 LPLA LPL FINL HLDGS INC COM467 sharesnew addition2025-12-312026-01-15 HDEF XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF5.3K sharesnew addition2025-12-312026-01-15 WFC WELLS FARGO CO NEW COM1.7K sharesnew addition2025-12-312026-01-15 FBTC FIDELITY WISE ORIGIN BITCOIN FUND2.1K sharesnew addition2025-12-312026-01-15 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF4.8K sharesnew addition2025-12-312026-01-15 PSX PHILLIPS 66 COM1.2K sharesnew addition2025-12-312026-01-15 ALAB ASTERA LABS INC COM926 shares-29.26%2025-12-312026-01-15 IBM INTERNATIONAL BUSINESS MACHS COM519 sharesnew addition2025-12-312026-01-15 LMT LOCKHEED MARTIN CORP COM310 sharesnew addition2025-12-312026-01-15 VGT VANGUARD INFORMATION TECHNOLOGY ETF198 shares-59.01%2025-12-312026-01-15 IJR ISHARES CORE S&P SMALL CAP ETF1.2K sharesnew addition2025-12-312026-01-15 ABT ABBOTT LABS COM1.1K sharesnew addition2025-12-312026-01-15 KEYS KEYSIGHT TECHNOLOGIES INC COM705 sharesnew addition2025-12-312026-01-15 PYPL PAYPAL HLDGS INC COM2.4K sharesnew addition2025-12-312026-01-15 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF4.7K sharesnew addition2025-12-312026-01-15 SPMO INVESCO S&P 500 MOMENTUM ETF1.1K sharesnew addition2025-12-312026-01-15 VUG VANGUARD GROWTH ETF273 sharesnew addition2025-12-312026-01-15 SCHM SCHWAB U.S. MID-CAP ETF4.4K sharesnew addition2025-12-312026-01-15 SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF4.2K sharesnew addition2025-12-312026-01-15 SOFI SOFI TECHNOLOGIES INC COM4.8K sharesnew addition2025-12-312026-01-15 MO ALTRIA GROUP INC COM2.0K sharesnew addition2025-12-312026-01-15 GILD GILEAD SCIENCES INC COM936 sharesnew addition2025-12-312026-01-15 IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF2.1K sharesnew addition2025-12-312026-01-15 PFE PFIZER INC COM4.5K sharesnew addition2025-12-312026-01-15 ACM AECOM COM1.2K sharesnew addition2025-12-312026-01-15 SCHF SCHWAB INTERNATIONAL EQUITY ETF4.6K sharesnew addition2025-12-312026-01-15 SLV ISHARES SILVER TRUST1.7K sharesnew addition2025-12-312026-01-15 FAST FASTENAL CO COM2.7K sharesnew addition2025-12-312026-01-15 FDN FIRST TRUST DOW JONES INTERNET INDEX FUND395 sharesnew addition2025-12-312026-01-15 GDX VANECK GOLD MINERS ETF1.2K sharesnew addition2025-12-312026-01-15 DELL DELL TECHNOLOGIES INC CL C833 sharesnew addition2025-12-312026-01-15 PH PARKER-HANNIFIN CORP COM116 sharesnew addition2025-12-312026-01-15 ISRG INTUITIVE SURGICAL INC COM NEW178 sharesnew addition2025-12-312026-01-15 TXN TEXAS INSTRS INC COM577 sharesnew addition2025-12-312026-01-15 NVTS NAVITAS SEMICONDUCTOR CORP COM13.9K shares-0.83%2025-12-312026-01-15 JVAL JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND2.0K sharesnew addition2025-12-312026-01-15 BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND1.0K sharesnew addition2025-12-312026-01-15 IYR ISHARES U.S. REAL ESTATE ETF1.0K sharesnew addition2025-12-312026-01-15 TSCO TRACTOR SUPPLY CO COM1.9K sharesnew addition2025-12-312026-01-15 IONQ IONQ INC COM2.1K sharesnew addition2025-12-312026-01-15 CAT CATERPILLAR INC COM162 sharesnew addition2025-12-312026-01-15 ARTY ISHARES FUTURE AI & TECH ETF1.9K sharesnew addition2025-12-312026-01-15 WBD WARNER BROS DISCOVERY INC COM SER A3.1K sharesnew addition2025-12-312026-01-15 JPIN JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF1.3K sharesnew addition2025-12-312026-01-15 TMUS T-MOBILE US INC COM440 sharesnew addition2025-12-312026-01-15 NVS NOVARTIS AG SPONSORED ADR641 sharesnew addition2025-12-312026-01-15 PEP PEPSICO INC COM615 sharesnew addition2025-12-312026-01-15 BMY BRISTOL-MYERS SQUIBB CO COM1.6K sharesnew addition2025-12-312026-01-15 IYM ISHARES U.S. BASIC MATERIALS ETF556 sharesnew addition2025-12-312026-01-15 SKYY FIRST TRUST CLOUD COMPUTING ETF655 sharesnew addition2025-12-312026-01-15 PFF ISHARES PREFERRED & INCOME SECURITIES ETF2.7K sharesnew addition2025-12-312026-01-15 ZBH ZIMMER BIOMET HOLDINGS INC COM915 sharesnew addition2025-12-312026-01-15 CRM SALESFORCE INC COM310 sharesnew addition2025-12-312026-01-15 EQAL INVESCO RUSSELL 1000 EQUAL WEIGHT ETF1.5K sharesnew addition2025-12-312026-01-15 INDA ISHARES MSCI INDIA ETF1.5K sharesnew addition2025-12-312026-01-15 SBUX STARBUCKS CORP COM918 sharesnew addition2025-12-312026-01-15 GCOW PACER GLOBAL CASH COWS DIVIDEND ETF1.9K sharesnew addition2025-12-312026-01-15 CIFR CIPHER MINING INC COM5.2K sharesnew addition2025-12-312026-01-15 MMC MARSH COM406 sharesnew addition2025-12-312026-01-15 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF514 sharesnew addition2025-12-312026-01-15 KLAC KLA CORP COM NEW60 sharesnew addition2025-12-312026-01-15 ABBV ABBVIE INC COM319 sharesnew addition2025-12-312026-01-15 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF910 sharesnew addition2025-12-312026-01-15 ADP AUTOMATIC DATA PROCESSING INC COM281 sharesnew addition2025-12-312026-01-15 VZ VERIZON COMMUNICATIONS INC COM1.8K sharesnew addition2025-12-312026-01-15 DHR DANAHER CORPORATION COM311 sharesnew addition2025-12-312026-01-15 REGN REGENERON PHARMACEUTICALS COM92 sharesnew addition2025-12-312026-01-15 TJX TJX COS INC NEW COM444 sharesnew addition2025-12-312026-01-15 CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF2.1K sharesnew addition2025-12-312026-01-15 DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND772 sharesnew addition2025-12-312026-01-15 DVN DEVON ENERGY CORP NEW COM1.9K shares-90.17%2025-12-312026-01-15 DGRO ISHARES CORE DIVIDEND GROWTH ETF977 sharesnew 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