{"url":"https://nivawealth.com/firms/advisory-services-network-146051","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/146051","regulatoryAum":10595714037,"crd":"146051","secFileNumber":"801-71112","legalName":"Advisory Services Network, LLC","displayName":"Advisory Services Network","website":"http://www.advservnet.com","linkedinUrl":"https://www.linkedin.com/company/3512976/","founded":null,"organization":"Georgia limited liability company","fiscalYearEnd":"December","headquarters":{"street":"900 Ashwood Parkway, Suite 500","city":"Atlanta","state":"GA","stateName":"Georgia","country":"United States","postalCode":"30338"},"tradeNames":["4p Wealth Trust","5th World Financial Advisors","Actus Capital Management","Acuity Wealth Advisors","Advanced Investment Management","Alkemi Capital","Alpen Wealth Advisory Group","Alpine Peaks Advisors","Analytical Capital","Anchor Private Planning","Anglin Investment Partners","Apex Capital Wealth Management","Apg Capital Asset Management","Apis Financial Planning","Appleby Yudenfreun Wealth Management & Consulting","Arellano Financial Partners","Argentora Wealth Management","Arn Wealth Management","Asn","Associated Capital Advisors","Avantis Capital Management","Balanced Wealth Advisors","Barrington Financial Advisors","Bay Reef Capital","Bayswater Capital","Beckley, Whitener & Wetmore Wealth Advisors","Belle View Wealth","Blackwood Wealth Management","Bluewater Investment Strategies","Bogar LK Advisory Services","Branches+roots Investment Management","Bruce Wealth Group","CZ Advisory & Consulting","Campbell Harness Capital Wealth Management","Clear Path Financial Services","Courtney Wealth Advisors","Crosswind Investments","Crown Wealth Management","DKP Wealth","DSP Wealth Strategies","Dahlia Financial","Dakota Wealth","Dalton Wealth Management","Darwin","Deer Creek Capital","Drew Capital Management","Duet Wealth Management","Enhance Wealth","Equable Portfolio Management","Evergreen Wealth Management","Everstrong Advisors","FND Wealth Management","Fallowbreak Financial Planning","Fanno Capital Management","Fiduciary Private Wealth","Five Points Advisory","Fleming Investment Management","Foothills Capital Management","Garrard Wealth Management","Golden Legacy Wealth Advisors","Gotthold Wealth Management","Graystone Planning","Greenberg Wealth Management","Greer Capital","HLK Asset Management","Harrell Capital Management","Harris Wealth Management","High Point Private","Howard Financial Services","Ihs Capital Management","Inflection Point Wealth Advice","Intelliplan Advisors","Intuitive Wealth Advisors","Ironwood Wealth Management","Johnson Lane Advisory Partners","Joyce Wealth Advisory","Judge Asset Management","Juniper Investment & Financial Planning","Karp Asset Management","Knox & Downing Advisors","Korade Wealth Management","Kuhn Wealth Advisors","Landers Advisory Services","Legacy Capital","Lichtman Investment Advisors","Lifsg Wealth Management","Lighthouse Investments","Lone Pine Advisory Services","M6 Wealth","MHM Capital Management","MMX Wealth Partners","Makkai Capital Group","Malloch Wealth Management","Map Strategic Wealth Advisors","Market Trends Advisory","McClellan Wealth Management","McLaughlin Wealth Management","Miller Financial","Noblecrest Wealth Management","Northshore Wealth Advisors","Oakmont Financial Partners","Ohana Financial Planning","Ohio Valley Wealth Management","PRS Investment Advisors","Palmetto Private Wealth","Paro Wealth Management","Pfleger Financial Services","Piper Wealth Management","Platinum Wealth Advisors","Point Break Planning","Private Client Group","Private Ridge Wealth Management","Providence Wealth Management","Prumo Wealth Management","Queen City Capital","Reagan Wealth","Redstone Private Wealth","Reider Capital Management","Retire Orlando","Richter Wealth Advisory","Roberts Private Wealth","Rock Harbor Wealth Management","Roswell Asset Management","Runyan Wealth Management","SMG Financial","ST. Matthews Investors","SWM","Samra Wealth Management","Sentry Advisers","Siena Private Wealth","Sierra Private Wealth","Simon & Simon Wealth Management","Smarte Investments","Song Wealth Management","Sonterra Wealth Management","Sound Advice Financial","Springer Financial Services","Stomata Capital Private Wealth Management","Stonevale Wealth Advisors","Strategic Wealth Management","Sycamore Wealth Management","TK Advisory","TQL Wealth Management","Tenet Wealth Management","Terra Stone Wealth Management","The Finance Planner","The Wealth Tenders","Thorvest Investment Management","Townsend Financial Life Management","Twin Lights Investment Advisors","Two Talents Capital Management","U.S. Asset Management","VH Wealth Advisors","Valoren Advisors","Valoren Smarte Wealth Advisors","Veracity Capital Management","WR Capital","WTF","Water Street Financial","Way Capital Management","Wealth Transition Finance","Wealthpath Financial Planning","West Street Financial","Williams Wealth Advisors","Williams Wealth Management","Woodward Ave Wealth Advisors","Wtifs","Your RIA","Zhu Wealth Management"],"registration":{"secApproved":"16 February 2010","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":268,"advisory":247,"brokerDealerReps":19,"insuranceAgents":92,"promoters":3},"aum":{"discretionary":10489432128,"discretionaryAccounts":29404,"nonDiscretionary":106281909,"nonDiscretionaryAccounts":259,"wrapProgram":8176187430,"nonUsClientsPct":1,"nonAumClients":49},"clientTypes":[{"label":"Individuals (other than HNW)","clients":11305,"regulatoryAum":6461642168},{"label":"High-net-worth individuals","clients":1121,"regulatoryAum":3802643188},{"label":"Pension and profit-sharing plans","clients":49,"regulatoryAum":44093491},{"label":"Charitable organizations","clients":30,"regulatoryAum":12891591},{"label":"State or municipal government entities","clients":4,"regulatoryAum":16035611},{"label":"Corporations and other businesses","clients":410,"regulatoryAum":258407988}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"Advisory Services Network does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Cynthia Wolin-Halpern","title":"Chief Operating Officer","crd":"6793382"},{"name":"Laura Tedball","title":"Chief Compliance Officer","crd":"4815741"},{"name":"Thomas Prescott","title":"Managing Member","crd":"1053372"}],"ownership":[{"label":"Asn Parent, LLC","detail":"Owner, member in the 75% or more ownership band and a control person, since May 2026."},{"label":"Prescott Capital Holdings, Inc.","detail":"Indirect owner: a owner of Asn Parent, LLC in the 50% to 75% band and a control person, since May 2026.","parent":"Asn Parent, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":117,"privateResidences":2},"listedOfficeAddresses":26,"officesByState":[{"state":"Arkansas","offices":1,"addresses":[{"street":"4100 Corporate Center DR","city":"Springdale"}]},{"state":"California","offices":2,"addresses":[{"street":"10345 W. Olympic BLVD","city":"Los Angeles"},{"street":"155 N. Lake Ave","city":"Pasadena"}]},{"state":"Colorado","offices":1,"addresses":[{"street":"509 N. Wilcox ST","city":"Castle Rock"}]},{"state":"Connecticut","offices":1,"addresses":[{"street":"57 North Main ST","city":"West Hartford"}]},{"state":"Georgia","offices":2,"addresses":[{"street":"900 Ashwood Parkway, Suite 500","city":"Atlanta","headquarters":true},{"street":"3715 Northside Parkway NW","city":"Atlanta"}]},{"state":"Kansas","offices":1,"addresses":[{"street":"8716 W. 151st Street","city":"Overland Park"}]},{"state":"Kentucky","offices":2,"addresses":[{"street":"4750 Hartland Parkway","city":"Lexington"},{"street":"444 East Main ST.","city":"Lexington"}]},{"state":"Louisiana","offices":1,"addresses":[{"street":"618 E. Rutland Street","city":"Covington"}]},{"state":"Mississippi","offices":1,"addresses":[{"street":"3670 Lakeland Lane","city":"Jackson"}]},{"state":"New Jersey","offices":1,"addresses":[{"street":"505 S. Lenola RD.","city":"Moorestown"}]},{"state":"North Carolina","offices":1,"addresses":[{"street":"1440 Lenoir RD","city":"Hickory"}]},{"state":"Oklahoma","offices":1,"addresses":[{"street":"2360 Nowata Place","city":"Bartlesville"}]},{"state":"Pennsylvania","offices":1,"addresses":[{"street":"1555 Bustard Road","city":"Lansdale"}]},{"state":"South Carolina","offices":4,"addresses":[{"street":"400 E. Rutherford Street","city":"Landrum"},{"street":"130 South Main ST.","city":"Greenville"},{"street":"725 Crosshill Road","city":"Columbia"},{"street":"1039 Broad Street","city":"Camden"}]},{"state":"South Dakota","offices":1,"addresses":[{"street":"600 Stevens Point Drive","city":"Dakota Dunes"}]},{"state":"Tennessee","offices":1,"addresses":[{"street":"100 Winners Circle North","city":"Brentwood"}]},{"state":"Texas","offices":2,"addresses":[{"street":"100 Austin Avenue","city":"Weatherford"},{"street":"8376 Davis BLVD","city":"North Richland Hills"}]},{"state":"Virginia","offices":1,"addresses":[{"street":"201 North Union ST.","city":"Alexandria"}]},{"state":"West Virginia","offices":1,"addresses":[{"street":"1233 Main Street","city":"Wheeling"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"770-352-0449","stateRegisteredReps":247,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":58},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":3},{"label":"Investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":31},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"1 October 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/146051/PDF/146051.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Advisory Services Network have?","answer":"Advisory Services Network has 12,919 clients and manages $10.6 billion for them, as of October 2026. They include 11,305 other individuals, 1,121 high-net-worth individuals and 410 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 1 October 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Advisory Services Network offer?","answer":"Advisory Services Network provides financial planning, portfolio management for individuals and small businesses and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Advisory Services Network have?","answer":"Advisory Services Network has 247 investment adviser representatives registered with state securities authorities, out of 268 employees, and 247 perform investment advisory functions. 19 are registered representatives of a broker-dealer and 92 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Advisory Services Network invest in?","answer":"At the end of its last fiscal year, Advisory Services Network’s separately managed accounts held 58% exchange-traded equities, 31% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 3% state and local bonds, 2% investment grade corporate bonds and 1% U.S. government and agency bonds. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Advisory Services Network?","answer":"Advisory Services Network is owned through a holding company by Prescott Capital Holdings, Inc. Its direct owner is Asn Parent, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 1 October 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Advisory Services Network get paid?","answer":"Advisory Services Network is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/advisory-services-network-146051/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-12","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1573876/000157387626000005/0001573876-26-000005-index.html","totalValue":8828990841,"positionCount":2165,"top10Share":0.18492598060222634,"top10":[{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":256961930,"shares":888036,"shareType":"SH","priorValue":222812026,"priorShares":877937},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":255778349,"shares":1278315,"shareType":"SH","priorValue":216812996,"priorShares":1243193},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":190645752,"shares":254571,"shareType":"SH","priorValue":152498884,"priorShares":233462},{"issuer":"QUANTA SVCS INC","titleOfClass":"COM","cusip":"74762E102","value":159614176,"shares":221674,"shareType":"SH","priorValue":126086482,"priorShares":229657},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":143875746,"shares":1270314,"shareType":"SH","priorValue":155939868,"priorShares":1254747},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":138167264,"shares":185020,"shareType":"SH","priorValue":122479272,"priorShares":188330},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":134985929,"shares":183305,"shareType":"SH","priorValue":93990135,"priorShares":162844},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":132036672,"shares":553984,"shareType":"SH","priorValue":112111511,"priorShares":538299},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":120663232,"shares":323476,"shareType":"SH","priorValue":112828633,"priorShares":304801},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":99980739,"shares":279769,"shareType":"SH","priorValue":76336955,"priorShares":265464}],"positionsListed":200,"positions":[{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":256961930,"shares":888036,"shareType":"SH","priorValue":222812026,"priorShares":877937},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":255778349,"shares":1278315,"shareType":"SH","priorValue":216812996,"priorShares":1243193},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":190645752,"shares":254571,"shareType":"SH","priorValue":152498884,"priorShares":233462},{"issuer":"QUANTA SVCS INC","titleOfClass":"COM","cusip":"74762E102","value":159614176,"shares":221674,"shareType":"SH","priorValue":126086482,"priorShares":229657},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":143875746,"shares":1270314,"shareType":"SH","priorValue":155939868,"priorShares":1254747},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":138167264,"shares":185020,"shareType":"SH","priorValue":122479272,"priorShares":188330},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":134985929,"shares":183305,"shareType":"SH","priorValue":93990135,"priorShares":162844},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":132036672,"shares":553984,"shareType":"SH","priorValue":112111511,"priorShares":538299},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":120663232,"shares":323476,"shareType":"SH","priorValue":112828633,"priorShares":304801},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":99980739,"shares":279769,"shareType":"SH","priorValue":76336955,"priorShares":265464},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":89317599,"shares":236445,"shareType":"SH","priorValue":70345933,"priorShares":227280},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":81876832,"shares":221264,"shareType":"SH","priorValue":69443655,"priorShares":216463},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":76493881,"shares":66269,"shareType":"SH","priorValue":24332228,"priorShares":72023},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":70799769,"shares":163386,"shareType":"SH","priorValue":35280416,"priorShares":165125},{"issuer":"ISHARES TR","titleOfClass":"0-3 MTH TREASURY","cusip":"46436E718","value":61878021,"shares":614662,"shareType":"SH","priorValue":50552157,"priorShares":502206},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":61327961,"shares":51131,"shareType":"SH","priorValue":46603906,"priorShares":50669},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":60822015,"shares":185812,"shareType":"SH","priorValue":52391882,"priorShares":178106},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":54834594,"shares":155194,"shareType":"SH","priorValue":42623174,"priorShares":148585},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR BLO 1 ETF","cusip":"78468R663","value":54091391,"shares":590260,"shareType":"SH","priorValue":37786446,"priorShares":412336},{"issuer":"ETF SER SOLUTIONS","titleOfClass":"APTUS COLLRD INV","cusip":"26922A222","value":51104773,"shares":1107603,"shareType":"SH","priorValue":44477662,"priorShares":1060001},{"issuer":"ZACKS TRUST","titleOfClass":"EARNGS CONSTANT","cusip":"98888G105","value":47434993,"shares":1256889,"shareType":"SH","priorValue":40564947,"priorShares":1199082},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":47281869,"shares":318804,"shareType":"SH","priorValue":38156226,"priorShares":306945},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":46163180,"shares":81953,"shareType":"SH","priorValue":46259524,"priorShares":80853},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":45296518,"shares":207849,"shareType":"SH","priorValue":40613054,"priorShares":206998},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":44058297,"shares":75844,"shareType":"SH","priorValue":18220726,"priorShares":89568},{"issuer":"SEAGATE TECHNOLOGY HLDNGS PL","titleOfClass":"ORD SHS","cusip":"G7997R103","value":43328328,"shares":44900,"shareType":"SH","priorValue":19299472,"priorShares":49263},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":43273435,"shares":40635,"shareType":"SH","priorValue":28920463,"priorShares":40820},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":43129517,"shares":90309,"shareType":"SH","priorValue":29592235,"priorShares":87563},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":42544009,"shares":493893,"shareType":"SH","priorValue":34873395,"priorShares":79840},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":42366682,"shares":100729,"shareType":"SH","priorValue":36875962,"priorShares":99196},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":41736570,"shares":57726,"shareType":"SH","priorValue":21427556,"priorShares":62690},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P TTL STK","cusip":"464287150","value":40429207,"shares":246114,"shareType":"SH","priorValue":34086443,"priorShares":239320},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":40052411,"shares":519419,"shareType":"SH","priorValue":31290619,"priorShares":463359},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":40044387,"shares":34084,"shareType":"SH","priorValue":29636625,"priorShares":33951},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":39955184,"shares":187786,"shareType":"SH","priorValue":28581069,"priorShares":148921},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":39164263,"shares":57023,"shareType":"SH","priorValue":34881127,"priorShares":58373},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":36966815,"shares":194031,"shareType":"SH","priorValue":25438838,"priorShares":191414},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":36903434,"shares":73749,"shareType":"SH","priorValue":32547197,"priorShares":67920},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":36504808,"shares":368810,"shareType":"SH","priorValue":33052207,"priorShares":332953},{"issuer":"KLA CORP","titleOfClass":"COM NEW","cusip":"482480100","value":36089184,"shares":119615,"shareType":"SH","priorValue":17706341,"priorShares":12025},{"issuer":"ISHARES TR","titleOfClass":"ISHARES SEMICDTR","cusip":"464287523","value":36003797,"shares":56189,"shareType":"SH","priorValue":21760400,"priorShares":66209},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":33535672,"shares":245287,"shareType":"SH","priorValue":46390078,"priorShares":273429},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":33084462,"shares":281667,"shareType":"SH","priorValue":22323544,"priorShares":287712},{"issuer":"ISHARES TR","titleOfClass":"TRUST ISHARE 0-1","cusip":"464288679","value":32580260,"shares":295245,"shareType":"SH","priorValue":32490951,"priorShares":294329},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":32465478,"shares":88131,"shareType":"SH","priorValue":35483064,"priorShares":82463},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":31376352,"shares":440370,"shareType":"SH","priorValue":26638339,"priorShares":415705},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":30911813,"shares":122841,"shareType":"SH","priorValue":25729460,"priorShares":118301},{"issuer":"ISHARES INC","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":30431928,"shares":367358,"shareType":"SH","priorValue":21459271,"priorShares":307660},{"issuer":"ARISTA NETWORKS INC","titleOfClass":"COM SHS","cusip":"040413205","value":30031170,"shares":176779,"shareType":"SH","priorValue":21708136,"priorShares":176806},{"issuer":"TEXAS PACIFIC LAND CORPORATI","titleOfClass":"COM","cusip":"88262P102","value":29924932,"shares":68378,"shareType":"SH","priorValue":32447485,"priorShares":68374},{"issuer":"ISHARES TR","titleOfClass":"1 3 YR TREAS BD","cusip":"464287457","value":29723112,"shares":361991,"shareType":"SH","priorValue":28127835,"priorShares":340654},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":29139746,"shares":96987,"shareType":"SH","priorValue":15421187,"priorShares":62182},{"issuer":"CROWDSTRIKE HLDGS INC","titleOfClass":"CL A","cusip":"22788C105","value":28872783,"shares":37833,"shareType":"SH","priorValue":15741149,"priorShares":40319},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":27306803,"shares":164738,"shareType":"SH","priorValue":34686268,"priorShares":167647},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":26771510,"shares":229462,"shareType":"SH","priorValue":33709638,"priorShares":230445},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":26401919,"shares":28222,"shareType":"SH","priorValue":25354078,"priorShares":25444},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":25384814,"shares":73988,"shareType":"SH","priorValue":21359961,"priorShares":70673},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"HEDG EQU LAD ETF","cusip":"46654Q724","value":25149908,"shares":372150,"shareType":"SH","priorValue":20235294,"priorShares":316622},{"issuer":"ETF SER SOLUTIONS","titleOfClass":"APTUS DEFINED","cusip":"26922A388","value":24839422,"shares":863980,"shareType":"SH","priorValue":23106992,"priorShares":845481},{"issuer":"ISHARES TR","titleOfClass":"ULTRA SHORT DUR","cusip":"46434V878","value":24658532,"shares":487516,"shareType":"SH","priorValue":24963907,"priorShares":493163},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":23879533,"shares":753060,"shareType":"SH","priorValue":22217393,"priorShares":724166},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":23773236,"shares":46288,"shareType":"SH","priorValue":21823519,"priorShares":43676},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 VAL ETF","cusip":"464287408","value":23750841,"shares":104601,"shareType":"SH","priorValue":21905144,"priorShares":103742},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":23615415,"shares":92453,"shareType":"SH","priorValue":11752353,"priorShares":86433},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA MMENTM","cusip":"46432F396","value":23519269,"shares":68603,"shareType":"SH","priorValue":4631217,"priorShares":19298},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"VANGUARD ULTRA","cusip":"92203C303","value":23296780,"shares":467995,"shareType":"SH","priorValue":23077929,"priorShares":463552},{"issuer":"ISHARES TR","titleOfClass":"U.S. TECH ETF","cusip":"464287721","value":23129823,"shares":91702,"shareType":"SH","priorValue":17445191,"priorShares":96159},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":22958150,"shares":166932,"shareType":"SH","priorValue":17972503,"priorShares":158894},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":22847592,"shares":64783,"shareType":"SH","priorValue":18816332,"priorShares":57211},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":22394394,"shares":59921,"shareType":"SH","priorValue":15099031,"priorShares":53209},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI TOTAL","cusip":"46432F834","value":21690732,"shares":227271,"shareType":"SH","priorValue":21131756,"priorShares":243903},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":21688466,"shares":85398,"shareType":"SH","priorValue":21038147,"priorShares":86066},{"issuer":"WESTERN DIGITAL CORP","titleOfClass":"COM","cusip":"958102105","value":21161899,"shares":33131,"shareType":"SH","priorValue":9348452,"priorShares":34561},{"issuer":"MARRIOTT INTL INC NEW","titleOfClass":"CL A","cusip":"571903202","value":21016298,"shares":56710,"shareType":"SH","priorValue":17192652,"priorShares":52565},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":20417380,"shares":72605,"shareType":"SH","priorValue":17567406,"priorShares":72475},{"issuer":"ISHARES TR","titleOfClass":"US TELECOM ETF","cusip":"464287713","value":20337409,"shares":480676,"shareType":"SH","priorValue":16123836,"priorShares":410067},{"issuer":"ISHARES TR","titleOfClass":"SELECT DIVID ETF","cusip":"464287168","value":19631299,"shares":125600,"shareType":"SH","priorValue":19997984,"priorShares":132078},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":19427081,"shares":19208,"shareType":"SH","priorValue":14521189,"priorShares":17164},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST SHOR CORP ETF","cusip":"78464A474","value":19283532,"shares":642570,"shareType":"SH","priorValue":16468883,"priorShares":547685},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":19272022,"shares":149977,"shareType":"SH","priorValue":17238120,"priorShares":143304},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":19247676,"shares":137848,"shareType":"SH","priorValue":8292071,"priorShares":187901},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":18967616,"shares":196392,"shareType":"SH","priorValue":15157483,"priorShares":167431},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"NASDQ SEMCNDTR","cusip":"33738R811","value":18905848,"shares":66348,"shareType":"SH","priorValue":15521657,"priorShares":105253},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"BETABUILDERS I","cusip":"46641Q373","value":18881493,"shares":241823,"shareType":"SH","priorValue":16708541,"priorShares":228509},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":18606619,"shares":549841,"shareType":"SH","priorValue":16119522,"priorShares":553365},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":18450521,"shares":177614,"shareType":"SH","priorValue":13523726,"priorShares":139233},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":18277812,"shares":213801,"shareType":"SH","priorValue":15503925,"priorShares":201062},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":17952516,"shares":150205,"shareType":"SH","priorValue":12784888,"priorShares":18324},{"issuer":"CUMMINS INC","titleOfClass":"COM","cusip":"231021106","value":17919300,"shares":25124,"shareType":"SH","priorValue":12190040,"priorShares":22657},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"NY ARCA BIOTECH","cusip":"33733E203","value":17800793,"shares":71809,"shareType":"SH","priorValue":15147500,"priorShares":75428},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ULTRA SHRT ETF","cusip":"46641Q837","value":17697046,"shares":349951,"shareType":"SH","priorValue":14511830,"priorShares":286738},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"EQUITY PREMIUM","cusip":"46641Q332","value":17629323,"shares":312134,"shareType":"SH","priorValue":17781092,"priorShares":313710},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":17392163,"shares":410775,"shareType":"SH","priorValue":19273559,"priorShares":383936},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"MSCI INFO TECH I","cusip":"316092808","value":17345382,"shares":60737,"shareType":"SH","priorValue":12241142,"priorShares":58837},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":17242067,"shares":160212,"shareType":"SH","priorValue":15129587,"priorShares":142530},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"SHS","cusip":"337345102","value":17211500,"shares":51425,"shareType":"SH","priorValue":82937,"priorShares":384},{"issuer":"EATON CORP PLC","titleOfClass":"SHS","cusip":"G29183103","value":17118102,"shares":40171,"shareType":"SH","priorValue":13787446,"priorShares":38547},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"TECH ALPHADEX","cusip":"33734X176","value":17057418,"shares":78526,"shareType":"SH","priorValue":260229,"priorShares":1638},{"issuer":"DELL TECHNOLOGIES INC","titleOfClass":"CL C","cusip":"24703L202","value":17042214,"shares":39499,"shareType":"SH","priorValue":6649939,"priorShares":40516},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":17006446,"shares":94005,"shareType":"SH","priorValue":15837593,"priorShares":95788},{"issuer":"ISHARES GOLD TR","titleOfClass":"ISHARES NEW","cusip":"464285204","value":16969191,"shares":224727,"shareType":"SH","priorValue":19101227,"priorShares":216665},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"NASDAQ TRANSN","cusip":"33738R795","value":16926294,"shares":371415,"shareType":"SH","priorValue":14698206,"priorShares":385678},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":16914602,"shares":115347,"shareType":"SH","priorValue":16855199,"priorShares":116692},{"issuer":"PALO ALTO NETWORKS INC","titleOfClass":"COM","cusip":"697435105","value":16858462,"shares":49436,"shareType":"SH","priorValue":6993691,"priorShares":43623},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":16774305,"shares":208195,"shareType":"SH","priorValue":14189334,"priorShares":49409},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":16703255,"shares":113977,"shareType":"SH","priorValue":15438235,"priorShares":104944},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":16636985,"shares":40028,"shareType":"SH","priorValue":11543791,"priorShares":42661},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":16633438,"shares":70296,"shareType":"SH","priorValue":15048328,"priorShares":69973},{"issuer":"DEERE & CO","titleOfClass":"COM","cusip":"244199105","value":16292776,"shares":25685,"shareType":"SH","priorValue":14069572,"priorShares":24977},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR ENERG ETF","cusip":"81369Y506","value":16140286,"shares":303902,"shareType":"SH","priorValue":19484049,"priorShares":318055},{"issuer":"ANALOG DEVICES INC","titleOfClass":"COM","cusip":"032654105","value":15815091,"shares":39819,"shareType":"SH","priorValue":13702883,"priorShares":43072},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":15799483,"shares":180010,"shareType":"SH","priorValue":15042917,"priorShares":161960},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":15760124,"shares":179337,"shareType":"SH","priorValue":13598884,"priorShares":177670},{"issuer":"ISHARES TR","titleOfClass":"US AER DEF ETF","cusip":"464288760","value":15735270,"shares":64909,"shareType":"SH","priorValue":13000744,"priorShares":59432},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":15726287,"shares":263466,"shareType":"SH","priorValue":13631375,"priorShares":252200},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SM CP VAL ETF","cusip":"922908611","value":15324092,"shares":63065,"shareType":"SH","priorValue":13564197,"priorShares":62436},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":15300307,"shares":214289,"shareType":"SH","priorValue":19328478,"priorShares":201023},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR UTIL ETF","cusip":"81369Y886","value":15287164,"shares":337168,"shareType":"SH","priorValue":11833113,"priorShares":257858},{"issuer":"MARVELL TECHNOLOGY INC","titleOfClass":"COM","cusip":"573874104","value":15238519,"shares":51155,"shareType":"SH","priorValue":4621295,"priorShares":46656},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"RBA INDL ETF","cusip":"33738R704","value":14925514,"shares":112011,"shareType":"SH","priorValue":10332276,"priorShares":93268},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA I IN TE ETF","cusip":"09290C780","value":14865522,"shares":281972,"shareType":"SH","priorValue":9524961,"priorShares":289074},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":14212099,"shares":76908,"shareType":"SH","priorValue":11576538,"priorShares":89894},{"issuer":"ALTRIA GROUP INC","titleOfClass":"COM","cusip":"02209S103","value":14136836,"shares":196481,"shareType":"SH","priorValue":11703859,"priorShares":177358},{"issuer":"PACER FDS TR","titleOfClass":"US CASH COWS 100","cusip":"69374H881","value":14049943,"shares":225883,"shareType":"SH","priorValue":13940591,"priorShares":222835},{"issuer":"VERTIV HOLDINGS CO","titleOfClass":"COM CL A","cusip":"92537N108","value":14000750,"shares":41816,"shareType":"SH","priorValue":10467406,"priorShares":41773},{"issuer":"ISHARES TR","titleOfClass":"CORE UNIVRSL USD","cusip":"46434V613","value":13983510,"shares":303001,"shareType":"SH","priorValue":10205955,"priorShares":220956},{"issuer":"PHILLIPS 66","titleOfClass":"COM","cusip":"718546104","value":13960252,"shares":82580,"shareType":"SH","priorValue":13424853,"priorShares":73690},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":13912590,"shares":27307,"shareType":"SH","priorValue":15053628,"priorShares":24906},{"issuer":"STEEL DYNAMICS INC","titleOfClass":"COM","cusip":"858119100","value":13762690,"shares":59978,"shareType":"SH","priorValue":10550997,"priorShares":58616},{"issuer":"AFLAC INC","titleOfClass":"COM","cusip":"001055102","value":13739640,"shares":117183,"shareType":"SH","priorValue":12061481,"priorShares":109940},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR INDL ETF","cusip":"81369Y704","value":13722040,"shares":74081,"shareType":"SH","priorValue":9828944,"priorShares":60773},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":13704256,"shares":110367,"shareType":"SH","priorValue":11788753,"priorShares":27647},{"issuer":"CONOCOPHILLIPS","titleOfClass":"COM","cusip":"20825C104","value":13644927,"shares":131252,"shareType":"SH","priorValue":17324316,"priorShares":131245},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":13590584,"shares":50279,"shareType":"SH","priorValue":14800646,"priorShares":47623},{"issuer":"TJX COS INC NEW","titleOfClass":"COM","cusip":"872540109","value":13370425,"shares":88254,"shareType":"SH","priorValue":13980836,"priorShares":87544},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"HIGH DIVID ETF","cusip":"316092840","value":13360453,"shares":221603,"shareType":"SH","priorValue":12045684,"priorShares":218061},{"issuer":"JANUS DETROIT STR TR","titleOfClass":"HENDRSON AAA CL","cusip":"47103U845","value":13275782,"shares":262939,"shareType":"SH","priorValue":10071977,"priorShares":199960},{"issuer":"FIDELITY MERRIMACK STR TR","titleOfClass":"TOTAL BD ETF","cusip":"316188309","value":13240320,"shares":291060,"shareType":"SH","priorValue":11171165,"priorShares":244874},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US SML CP VALU","cusip":"025072877","value":12979450,"shares":104035,"shareType":"SH","priorValue":11408004,"priorShares":103268},{"issuer":"NEBIUS GROUP N.V.","titleOfClass":"SHS CLASS A","cusip":"N97284108","value":12905528,"shares":46730,"shareType":"SH","priorValue":5631579,"priorShares":54275},{"issuer":"ARM HOLDINGS PLC","titleOfClass":"SPONSORED ADS","cusip":"042068205","value":12900031,"shares":36382,"shareType":"SH","priorValue":2419936,"priorShares":15996},{"issuer":"MARATHON PETE CORP","titleOfClass":"COM","cusip":"56585A102","value":12873163,"shares":50351,"shareType":"SH","priorValue":12912240,"priorShares":52880},{"issuer":"ISHARES TR","titleOfClass":"20 YR TR BD ETF","cusip":"464287432","value":12836498,"shares":148536,"shareType":"SH","priorValue":11624534,"priorShares":134093},{"issuer":"AMPHENOL CORP","titleOfClass":"CL A","cusip":"032095101","value":12825063,"shares":72738,"shareType":"SH","priorValue":9545372,"priorShares":75546},{"issuer":"WISDOMTREE TR","titleOfClass":"ARTI INT INN FD","cusip":"97717Y543","value":12816401,"shares":269989,"shareType":"SH","priorValue":7696597,"priorShares":272639},{"issuer":"ISHARES TR","titleOfClass":"CORE HIGH DV ETF","cusip":"46429B663","value":12649929,"shares":461508,"shareType":"SH","priorValue":26770819,"priorShares":197250},{"issuer":"ISHARES TR","titleOfClass":"CORE DIV GRWTH","cusip":"46434V621","value":12645490,"shares":166849,"shareType":"SH","priorValue":10588372,"priorShares":150875},{"issuer":"VANECK ETF TRUST","titleOfClass":"SEMICONDUCTR ETF","cusip":"92189F676","value":12448323,"shares":18979,"shareType":"SH","priorValue":9065948,"priorShares":23646},{"issuer":"ISHARES TR","titleOfClass":"US DIGI REAL ETF","cusip":"464287531","value":12409375,"shares":103636,"shareType":"SH","priorValue":21905,"priorShares":224},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":12165498,"shares":33595,"shareType":"SH","priorValue":10238741,"priorShares":29101},{"issuer":"ISHARES TR","titleOfClass":"US BR DEL SE ETF","cusip":"464288794","value":12138191,"shares":69231,"shareType":"SH","priorValue":10606994,"priorShares":64606},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"NASDAQ 100 ETF","cusip":"46138G649","value":12115004,"shares":39988,"shareType":"SH","priorValue":9045996,"priorShares":38069},{"issuer":"ISHARES TR","titleOfClass":"EAFE VALUE ETF","cusip":"464288877","value":12113041,"shares":158237,"shareType":"SH","priorValue":13609552,"priorShares":183047},{"issuer":"MCKESSON CORP","titleOfClass":"COM","cusip":"58155Q103","value":12057978,"shares":15958,"shareType":"SH","priorValue":13348793,"priorShares":15425},{"issuer":"CAPITAL GROUP GROWTH ETF","titleOfClass":"SHS CREAT UNIT","cusip":"14020G101","value":12025705,"shares":254782,"shareType":"SH","priorValue":10588482,"priorShares":263461},{"issuer":"SERVICENOW INC","titleOfClass":"COM","cusip":"81762P102","value":11847353,"shares":119333,"shareType":"SH","priorValue":10109141,"priorShares":96692},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHARES US EQUIT","cusip":"09290C103","value":11820417,"shares":173804,"shareType":"SH","priorValue":8877205,"priorShares":152582},{"issuer":"PGIM ETF TR","titleOfClass":"PGIM ULTRA SH BD","cusip":"69344A107","value":11759177,"shares":237319,"shareType":"SH","priorValue":11416130,"priorShares":230629},{"issuer":"INVESCO ACTIVELY MANAGED EXC","titleOfClass":"ULTRA SHRT DUR","cusip":"46090A887","value":11757642,"shares":234449,"shareType":"SH","priorValue":8452784,"priorShares":168651},{"issuer":"ASML HLDG NV","titleOfClass":"N Y REGISTRY SHS","cusip":"N07059210","value":11730720,"shares":5897,"shareType":"SH","priorValue":8309197,"priorShares":6291},{"issuer":"SOUTHERN CO","titleOfClass":"COM","cusip":"842587107","value":11578561,"shares":120975,"shareType":"SH","priorValue":11717544,"priorShares":121399},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":11357383,"shares":139749,"shareType":"SH","priorValue":10418424,"priorShares":136994},{"issuer":"HOWMET AEROSPACE INC","titleOfClass":"COM","cusip":"443201108","value":11170475,"shares":41547,"shareType":"SH","priorValue":8468337,"priorShares":36745},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":11161862,"shares":32999,"shareType":"SH","priorValue":9841448,"priorShares":32535},{"issuer":"LOWES COS INC","titleOfClass":"COM","cusip":"548661107","value":10974862,"shares":49774,"shareType":"SH","priorValue":11423484,"priorShares":48347},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":10916937,"shares":57540,"shareType":"SH","priorValue":10647871,"priorShares":55199},{"issuer":"BLOOM ENERGY CORP","titleOfClass":"COM CL A","cusip":"093712107","value":10811452,"shares":35717,"shareType":"SH","priorValue":2956620,"priorShares":21822},{"issuer":"SANDISK CORP","titleOfClass":"COM","cusip":"80004C200","value":10666550,"shares":4691,"shareType":"SH","priorValue":2105148,"priorShares":3313},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":10622457,"shares":186425,"shareType":"SH","priorValue":8507839,"priorShares":174519},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":10534412,"shares":508908,"shareType":"SH","priorValue":13969571,"priorShares":481876},{"issuer":"INTUITIVE SURGICAL INC","titleOfClass":"COM NEW","cusip":"46120E602","value":10410768,"shares":26178,"shareType":"SH","priorValue":12365200,"priorShares":26823},{"issuer":"ISHARES SILVER TR","titleOfClass":"ISHARES","cusip":"46428Q109","value":10317713,"shares":192963,"shareType":"SH","priorValue":14200750,"priorShares":208405},{"issuer":"STATE STR SPDR DOW JONES IND","titleOfClass":"UT SER 1","cusip":"78467X109","value":10283161,"shares":19685,"shareType":"SH","priorValue":6505727,"priorShares":14045},{"issuer":"MERCADOLIBRE INC","titleOfClass":"COM","cusip":"58733R102","value":10219035,"shares":6020,"shareType":"SH","priorValue":8058499,"priorShares":4661},{"issuer":"ISHARES TR","titleOfClass":"ESG AW MSCI EAFE","cusip":"46435G516","value":10183793,"shares":99054,"shareType":"SH","priorValue":9446881,"priorShares":98796},{"issuer":"DUKE ENERGY CORP NEW","titleOfClass":"COM NEW","cusip":"26441C204","value":10119124,"shares":79942,"shareType":"SH","priorValue":9948763,"priorShares":75979},{"issuer":"CELESTICA INC","titleOfClass":"COM","cusip":"15101Q207","value":10101696,"shares":27691,"shareType":"SH","priorValue":8401817,"priorShares":29827},{"issuer":"POWELL INDS INC","titleOfClass":"COM","cusip":"739128106","value":9961970,"shares":34788,"shareType":"SH","priorValue":6753951,"priorShares":12482},{"issuer":"SPROTT ASSET MANAGEMENT LP","titleOfClass":"PHYSICAL GOLD TR","cusip":"85207H104","value":9902352,"shares":328219,"shareType":"SH","priorValue":11777580,"priorShares":332325},{"issuer":"FORTINET INC","titleOfClass":"COM","cusip":"34959E109","value":9835637,"shares":64025,"shareType":"SH","priorValue":5199942,"priorShares":63631},{"issuer":"ISHARES TR","titleOfClass":"7-10 YR TRSY BD","cusip":"464287440","value":9824623,"shares":103887,"shareType":"SH","priorValue":8557316,"priorShares":89661},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT LADD BUFF ETF","cusip":"33740F755","value":9821261,"shares":268855,"shareType":"SH","priorValue":8965457,"priorShares":265486},{"issuer":"SPROTT ASSET MANAGEMENT LP","titleOfClass":"PHYSICAL SILVER","cusip":"85207K107","value":9801675,"shares":519432,"shareType":"SH","priorValue":12457942,"priorShares":510781},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"SEMICONDUCTORS","cusip":"46137V647","value":9773604,"shares":52037,"shareType":"SH","priorValue":4941577,"priorShares":52358},{"issuer":"APPLOVIN CORP","titleOfClass":"COM CL A","cusip":"03831W108","value":9710467,"shares":18847,"shareType":"SH","priorValue":9321207,"priorShares":23420},{"issuer":"FIRST TR EXCH TRADED FD III","titleOfClass":"LNG/SHT EQUITY","cusip":"33739P103","value":9705032,"shares":131504,"shareType":"SH","priorValue":9482412,"priorShares":134770},{"issuer":"VANECK ETF TRUST","titleOfClass":"JUNIOR GOLD MINE","cusip":"92189F791","value":9659313,"shares":98314,"shareType":"SH","priorValue":9529450,"priorShares":79386},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"ENHA HIGH YI ETF","cusip":"316092618","value":9655721,"shares":196935,"shareType":"SH","priorValue":8699306,"priorShares":179219},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 3000 ETF","cusip":"464287689","value":9649457,"shares":22630,"shareType":"SH","priorValue":8336646,"priorShares":22490},{"issuer":"VALERO ENERGY CORP","titleOfClass":"COM","cusip":"91913Y100","value":9609252,"shares":36896,"shareType":"SH","priorValue":9464194,"priorShares":38303},{"issuer":"VANECK MERK GOLD ETF","titleOfClass":"GOLD SHS","cusip":"921078101","value":9546722,"shares":247389,"shareType":"SH","priorValue":9266492,"priorShares":205694},{"issuer":"SHOPIFY INC","titleOfClass":"CL A SUB VTG SHS","cusip":"82509L107","value":9539289,"shares":83545,"shareType":"SH","priorValue":8401515,"priorShares":70827},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":9528029,"shares":60292,"shareType":"SH","priorValue":8476793,"priorShares":57237},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 VAL ETF","cusip":"464287598","value":9460870,"shares":39025,"shareType":"SH","priorValue":8143615,"priorShares":38113},{"issuer":"ENTERPRISE PRODS PARTNERS L","titleOfClass":"COM","cusip":"293792107","value":9428826,"shares":256497,"shareType":"SH","priorValue":9553352,"priorShares":252467},{"issuer":"STRYKER CORPORATION","titleOfClass":"COM","cusip":"863667101","value":9268319,"shares":29439,"shareType":"SH","priorValue":9265813,"priorShares":28199},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"TOTAL BND MRKT","cusip":"921937835","value":9252926,"shares":126044,"shareType":"SH","priorValue":9009630,"priorShares":122347},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"ALLWRLD EX US","cusip":"922042775","value":9186890,"shares":109694,"shareType":"SH","priorValue":8434651,"priorShares":112312},{"issuer":"VANECK ETF TRUST","titleOfClass":"GOLD MINERS ETF","cusip":"92189F106","value":9183888,"shares":121722,"shareType":"SH","priorValue":13716736,"priorShares":149469},{"issuer":"ENERGY TRANSFER L P","titleOfClass":"COM UT LTD PTN","cusip":"29273V100","value":9126024,"shares":477302,"shareType":"SH","priorValue":9444816,"priorShares":489369}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}