{"url":"https://nivawealth.com/firms/bellars-harris-wealth-management-338986","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/338986","regulatoryAum":505382390,"crd":"338986","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8286368","suffix":null,"lastName":"Adesodun","firstName":"Temiloluwa","middleName":"Olamide"},{"crd":"6882122","suffix":null,"lastName":"Bellars","firstName":"Axel","middleName":"John"},{"crd":"2210945","suffix":null,"lastName":"Bellars","firstName":"Claudia","middleName":"Puopolo"},{"crd":"1787215","suffix":null,"lastName":"Bellars","firstName":"Timothy","middleName":"John"},{"crd":"4492677","suffix":null,"lastName":"Harris","firstName":"Brad","middleName":"Alan"},{"crd":"7384594","suffix":null,"lastName":"Harris","firstName":"Zachary","middleName":"Owen"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-134785","legalName":"Bellars Harris Wealth Management, LLC","displayName":"Bellars Harris Wealth Management","slug":"bellars-harris-wealth-management-338986","website":"https://bellarsharris.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Virginia limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4429 Bonney RD., Suite 530","city":"Virginia Beach","state":"VA","stateName":"Virginia","country":"United States","postalCode":"23462-3881"},"tradeNames":[],"registration":{"secApproved":"19 November 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1736084.8939929327,"staff":{"employees":8,"advisory":5,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":505382390,"discretionary":474848982,"discretionaryAccounts":1391,"nonDiscretionary":30533408,"nonDiscretionaryAccounts":105,"wrapProgram":505382390,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":200,"regulatoryAum":141104247},{"label":"High-net-worth individuals","clients":83,"regulatoryAum":350207778},{"label":"Charitable organizations","clients":2,"fewerThan5":true,"regulatoryAum":639889},{"label":"Corporations and other businesses","clients":5,"regulatoryAum":5649640},{"label":"Other","clients":9,"regulatoryAum":7780836}],"feePrograms":[{"role":"main","program":"BHWM Wrap Fee Program investment management services","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043189","versionId":1043189,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-04-29","documentName":"BELLARS HARRIS WEALTH MANAGEMENT ADV PART 2A","fee_rate_low":null,"fee_rate_high":1.5,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning and consulting","summary":"Financial planning services only are charged a fixed fee of $5,000 to $25,000, depending on the complexity of the plan, and may be paid in quarterly installments.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043189","versionId":1043189,"submittedOn":"2026-04-29","documentName":"BELLARS HARRIS WEALTH MANAGEMENT ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T07:59:37.296106+00:00","documents":[{"name":"BELLARS HARRIS WEALTH MANAGEMENT ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043189","versionId":1043189,"submittedOn":"2026-04-29"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043188","versionId":1043188,"submittedOn":null}]},"custodians":[{"name":"Raymond James & Associates, Inc.","shortName":"Raymond James","location":"St. Petersburg, FL","smaAssets":505382390}],"custodyNote":"Bellars Harris Wealth Management has custody of $3.61M for 10 clients.","otherCustodians":[],"leadership":[{"name":"Timothy Bellars","title":"President","crd":"1787215"},{"name":"Michelle McCarthy","title":"Chief Compliance Officer","crd":"7682269"},{"name":"Claudia Bellars","title":"Managing Partner","crd":"2210945"},{"name":"Brad Harris","title":"Managing Partner","crd":"4492677"}],"ownership":[{"label":"Timothy Bellars","detail":"President in the 25% to 50% ownership band and a control person, since May 2020."},{"label":"Claudia Bellars","detail":"Managing partner in the 25% to 50% ownership band and a control person, since May 2020."},{"label":"Brad Harris","detail":"Managing partner in the 25% to 50% ownership band and a control person, since May 2020."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":1},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"South Carolina","offices":1,"addresses":[{"street":"774 S. Shelmore BLVD.","city":"Mount Pleasant"}]},{"state":"Virginia","offices":1,"addresses":[{"street":"4429 Bonney RD., Suite 530","city":"Virginia Beach","headquarters":true}]}],"brochureServices":["education planning","estate planning","family office services","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"757-704-4200","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":67},{"label":"Non-exchange-traded equity securities","percent":4},{"label":"U.S. state and local bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":24},{"label":"Cash and cash equivalents","percent":2},{"label":"Other","percent":2,"detail":"Fixed and Variable Annuities"}],"privateFunds":0},"sources":{"adv1FilingDate":"30 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/338986/PDF/338986.pdf","brochureDate":"29 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043189","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Bellars Harris Wealth Management have?","answer":"Bellars Harris Wealth Management has 299 clients and manages $505 million for them, as of April 2026. They include 200 individual clients, 83 high-net-worth individuals and 9 other clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bellars Harris Wealth Management offer?","answer":"Bellars Harris Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, family office services, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Bellars Harris Wealth Management charge?","answer":"Bellars Harris Wealth Management charges up to 1.50% a year for its BHWM Wrap Fee Program investment management services. The fee is billed in advance.","source":"BELLARS HARRIS WEALTH MANAGEMENT ADV PART 2A, filed 29 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bellars Harris Wealth Management use?","answer":"Bellars Harris Wealth Management’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $505M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bellars Harris Wealth Management have?","answer":"Bellars Harris Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees 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 Bellars Harris Wealth Management invest in?","answer":"At the end of its last fiscal year, Bellars Harris Wealth Management’s separately managed accounts held 67% exchange-traded equities, 24% registered funds (mutual funds, ETFs, BDCs), 4% non-exchange-traded equities, 2% cash and equivalents, 2% other and 1% state and local bonds. The 2% other category is described as: Fixed and Variable Annuities.","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 Bellars Harris Wealth Management?","answer":"Bellars Harris Wealth Management’s direct owners are Timothy Bellars, Claudia Bellars and Brad Harris, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 30 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bellars Harris Wealth Management get paid?","answer":"Bellars Harris Wealth Management is paid through a percentage of assets under management 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"}},{"question":"How do I contact Bellars Harris Wealth Management?","answer":"Bellars Harris Wealth Management’s main office is at 4429 Bonney RD., Suite 530, Virginia Beach, VA 23462-3881. Its phone number is 757-704-4200. Its website is bellarsharris.com.","source":"Form ADV Part 1A, Item 1.F, filed 30 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/bellars-harris-wealth-management-338986/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-06","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2136908/000176538026000297/0001765380-26-000297-index.html","totalValue":491284784,"positionCount":96,"top10Share":0.2419069038376731,"top10":[{"issuer":"CATERPILLAR INCORPORATED","titleOfClass":"COM","cusip":"149123101","value":14743541,"shares":13845,"shareType":"SH"},{"issuer":"INNOVATOR DEFINED WEALTH SHLD ETF","titleOfClass":"DEFINED WLT SHLD","cusip":"45783Y855","value":14610500,"shares":426335,"shareType":"SH"},{"issuer":"CISCO SYSTEMS INCORPORATED","titleOfClass":"COM","cusip":"17275R102","value":13255478,"shares":112851,"shareType":"SH"},{"issuer":"JPMORGAN CHASE & COMPANY","titleOfClass":"COM","cusip":"46625H100","value":13033198,"shares":39817,"shareType":"SH"},{"issuer":"JOHNSON CONTROLS INTERNATION SHS (IRELAND)","titleOfClass":"SHS","cusip":"G51502105","value":11051614,"shares":75639,"shareType":"SH"},{"issuer":"WELLTOWER INCORPORATED REIT","titleOfClass":"COM","cusip":"95040Q104","value":10619854,"shares":46790,"shareType":"SH"},{"issuer":"WILLIAMS COMPANIES INCORPORATED","titleOfClass":"COM","cusip":"969457100","value":10569719,"shares":142181,"shareType":"SH"},{"issuer":"AMERICAN ELEC PWR COMPANY INCORPORATED","titleOfClass":"COM","cusip":"025537101","value":10376659,"shares":75847,"shareType":"SH"},{"issuer":"BANK OF NY MELLON CORPORATION","titleOfClass":"COM","cusip":"064058100","value":10324278,"shares":71394,"shareType":"SH"},{"issuer":"MERCK & COMPANY INCORPORATED","titleOfClass":"COM","cusip":"58933Y105","value":10260340,"shares":79847,"shareType":"SH"}],"positionsListed":96,"positions":[{"issuer":"CATERPILLAR INCORPORATED","titleOfClass":"COM","cusip":"149123101","value":14743541,"shares":13845,"shareType":"SH"},{"issuer":"INNOVATOR DEFINED WEALTH SHLD ETF","titleOfClass":"DEFINED WLT SHLD","cusip":"45783Y855","value":14610500,"shares":426335,"shareType":"SH"},{"issuer":"CISCO SYSTEMS INCORPORATED","titleOfClass":"COM","cusip":"17275R102","value":13255478,"shares":112851,"shareType":"SH"},{"issuer":"JPMORGAN CHASE & COMPANY","titleOfClass":"COM","cusip":"46625H100","value":13033198,"shares":39817,"shareType":"SH"},{"issuer":"JOHNSON CONTROLS INTERNATION SHS (IRELAND)","titleOfClass":"SHS","cusip":"G51502105","value":11051614,"shares":75639,"shareType":"SH"},{"issuer":"WELLTOWER INCORPORATED REIT","titleOfClass":"COM","cusip":"95040Q104","value":10619854,"shares":46790,"shareType":"SH"},{"issuer":"WILLIAMS COMPANIES INCORPORATED","titleOfClass":"COM","cusip":"969457100","value":10569719,"shares":142181,"shareType":"SH"},{"issuer":"AMERICAN ELEC PWR COMPANY INCORPORATED","titleOfClass":"COM","cusip":"025537101","value":10376659,"shares":75847,"shareType":"SH"},{"issuer":"BANK OF NY MELLON CORPORATION","titleOfClass":"COM","cusip":"064058100","value":10324278,"shares":71394,"shareType":"SH"},{"issuer":"MERCK & COMPANY INCORPORATED","titleOfClass":"COM","cusip":"58933Y105","value":10260340,"shares":79847,"shareType":"SH"},{"issuer":"NISOURCE INCORPORATED","titleOfClass":"COM","cusip":"65473P105","value":9939251,"shares":209027,"shareType":"SH"},{"issuer":"BROADCOM INCORPORATED","titleOfClass":"COM","cusip":"11135F101","value":9817708,"shares":25990,"shareType":"SH"},{"issuer":"CUMMINS INCORPORATED","titleOfClass":"COM","cusip":"231021106","value":9706075,"shares":13609,"shareType":"SH"},{"issuer":"LOEWS CORPORATION","titleOfClass":"COM","cusip":"540424108","value":9413323,"shares":83149,"shareType":"SH"},{"issuer":"DUKE ENERGY CORPORATION NEW COM NEW","titleOfClass":"COM NEW","cusip":"26441C204","value":9334065,"shares":73740,"shareType":"SH"},{"issuer":"CARETRUST REIT INCORPORATED REIT","titleOfClass":"COM","cusip":"14174T107","value":9333479,"shares":231313,"shareType":"SH"},{"issuer":"PARKER-HANNIFIN CORPORATION","titleOfClass":"COM","cusip":"701094104","value":9281470,"shares":9489,"shareType":"SH"},{"issuer":"NATWEST GROUP PLC SPONS ADR (UNITED KINGDOM)","titleOfClass":"SPONS ADR","cusip":"639057207","value":9236493,"shares":523908,"shareType":"SH"},{"issuer":"COMFORT SYSTEMS USA INCORPORATED","titleOfClass":"COM","cusip":"199908104","value":9225977,"shares":4655,"shareType":"SH"},{"issuer":"SNAP ON INCORPORATED","titleOfClass":"COM","cusip":"833034101","value":9146736,"shares":22730,"shareType":"SH"},{"issuer":"MUELLER INDUSTRIES INCORPORATED","titleOfClass":"COM","cusip":"624756102","value":8876515,"shares":72208,"shareType":"SH"},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":8761963,"shares":77362,"shareType":"SH"},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":8741315,"shares":46072,"shareType":"SH"},{"issuer":"MICRON TECHNOLOGY INCORPORATED","titleOfClass":"COM","cusip":"595112103","value":8697575,"shares":7535,"shareType":"SH"},{"issuer":"HARTFORD INSURANCE GROUP INCORPORATED","titleOfClass":"COM","cusip":"416515104","value":8452099,"shares":63780,"shareType":"SH"},{"issuer":"HSBC HLDGS PLC SPON ADR NEW (UNITED KINGDOM)","titleOfClass":"SPON ADR NEW","cusip":"404280406","value":8045253,"shares":84607,"shareType":"SH"},{"issuer":"HF SINCLAIR CORPORATION","titleOfClass":"COM","cusip":"403949100","value":7838341,"shares":112539,"shareType":"SH"},{"issuer":"KIRBY CORPORATION","titleOfClass":"COM","cusip":"497266106","value":7506632,"shares":55208,"shareType":"SH"},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":7379919,"shares":36883,"shareType":"SH"},{"issuer":"APPLE INCORPORATED","titleOfClass":"COM","cusip":"037833100","value":7371446,"shares":25475,"shareType":"SH"},{"issuer":"ISHARES TR CORE S&P MCP ETF","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":7159586,"shares":92849,"shareType":"SH"},{"issuer":"ALPHABET INCORPORATED CAP STK CLASS A","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":7159561,"shares":20034,"shareType":"SH"},{"issuer":"TECHNIPFMC PLC (UNITED KINGDOM)","titleOfClass":"COM","cusip":"G87110105","value":6986628,"shares":105379,"shareType":"SH"},{"issuer":"DYCOM INDUSTRIES INCORPORATED","titleOfClass":"COM","cusip":"267475101","value":6892708,"shares":13633,"shareType":"SH"},{"issuer":"PERDOCEO ED CORPORATION","titleOfClass":"COM","cusip":"71363P106","value":6816427,"shares":213013,"shareType":"SH"},{"issuer":"JANUS HENDERSON AAA CLO ETF","titleOfClass":"HENDRSON AAA CL","cusip":"47103U845","value":6710727,"shares":132912,"shareType":"SH"},{"issuer":"GE AEROSPACE COM NEW","titleOfClass":"COM NEW","cusip":"369604301","value":6003972,"shares":16065,"shareType":"SH"},{"issuer":"GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF","titleOfClass":"ACTIVEBETA US LG","cusip":"381430503","value":5884178,"shares":41470,"shareType":"SH"},{"issuer":"INVESCO S&P 500 QUALITY ETF","titleOfClass":"S&P500 QUALITY","cusip":"46137V241","value":5864159,"shares":65085,"shareType":"SH"},{"issuer":"VANGUARD DIVIDEND APPRECIATION ETF","titleOfClass":"DIV APP ETF","cusip":"921908844","value":5843568,"shares":24696,"shareType":"SH"},{"issuer":"AMAZON COM INCORPORATED","titleOfClass":"COM","cusip":"023135106","value":5599798,"shares":23495,"shareType":"SH"},{"issuer":"ARISTA NETWORKS INCORPORATED COM SHS","titleOfClass":"COM SHS","cusip":"040413205","value":5583786,"shares":32869,"shareType":"SH"},{"issuer":"OMEGA HEALTHCARE INVS INCORPORATED REIT","titleOfClass":"COM","cusip":"681936100","value":5550238,"shares":116406,"shareType":"SH"},{"issuer":"BRISTOL-MYERS SQUIBB COMPANY","titleOfClass":"COM","cusip":"110122108","value":5391964,"shares":93578,"shareType":"SH"},{"issuer":"TJX COMPANIES INCORPORATED NEW","titleOfClass":"COM","cusip":"872540109","value":5158424,"shares":34049,"shareType":"SH"},{"issuer":"JANUS HENDERSON SECURITIZED INCOME ETF","titleOfClass":"HEND SECU IN ETF","cusip":"47103U746","value":5051406,"shares":98641,"shareType":"SH"},{"issuer":"CASEYS GENERAL STORES INCORPORATED","titleOfClass":"COM","cusip":"147528103","value":5046122,"shares":6349,"shareType":"SH"},{"issuer":"GENERAL DYNAMICS CORPORATION","titleOfClass":"COM","cusip":"369550108","value":5014976,"shares":14157,"shareType":"SH"},{"issuer":"INVESCO S&P 500 EQUAL WEIGHT ETF","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":4934349,"shares":23191,"shareType":"SH"},{"issuer":"ISHARES TR MSCI USA MMENTM","titleOfClass":"MSCI USA MMENTM","cusip":"46432F396","value":4797220,"shares":13993,"shareType":"SH"},{"issuer":"VANECK IG FLOATING RATE ETF","titleOfClass":"IG FLOA RATE ETF","cusip":"92189F486","value":4763306,"shares":185994,"shareType":"SH"},{"issuer":"INVESCO NASDAQ 100 ETF","titleOfClass":"NASDAQ 100 ETF","cusip":"46138G649","value":4537582,"shares":14977,"shareType":"SH"},{"issuer":"VANGUARD MID-CAP ETF","titleOfClass":"MID CAP ETF","cusip":"922908629","value":4483640,"shares":55649,"shareType":"SH"},{"issuer":"CELESTICA INCORPORATED (CANADA)","titleOfClass":"COM","cusip":"15101Q207","value":4449830,"shares":12198,"shareType":"SH"},{"issuer":"BRIGHTSPRING HEALTH SVCS INCORPORATED","titleOfClass":"COM","cusip":"10950A106","value":4393690,"shares":63001,"shareType":"SH"},{"issuer":"ELI LILLY & COMPANY","titleOfClass":"COM","cusip":"532457108","value":4369523,"shares":3643,"shareType":"SH"},{"issuer":"EDISON INTERNATIONAL","titleOfClass":"COM","cusip":"281020107","value":4146865,"shares":55700,"shareType":"SH"},{"issuer":"KINDER MORGAN INCORPORATED DEL","titleOfClass":"COM","cusip":"49456B101","value":3978155,"shares":124434,"shareType":"SH"},{"issuer":"PACER FDS TR US LARGE CAP CASH COWS","titleOfClass":"US LRG CP CASH","cusip":"69374H360","value":3905883,"shares":97291,"shareType":"SH"},{"issuer":"GENERAL MTRS COMPANY","titleOfClass":"COM","cusip":"37045V100","value":3654517,"shares":47412,"shareType":"SH"},{"issuer":"INVESCO S&P MIDCAP QUALITY ETF","titleOfClass":"S&P MDCP QUALITY","cusip":"46137V472","value":3593535,"shares":31835,"shareType":"SH"},{"issuer":"CONSTELLIUM SE CLASS A SHS (FRANCE)","titleOfClass":"CL A SHS","cusip":"F21107101","value":3574794,"shares":112168,"shareType":"SH"},{"issuer":"INVESCO S&P SMALLCAP 600 REVENUE ETF","titleOfClass":"S&P SMALLCAP 600","cusip":"46138G664","value":3505383,"shares":58914,"shareType":"SH"},{"issuer":"ASTORIA US EQUAL WEIGHT QUALITY KINGS ETF","titleOfClass":"AST EQU KIN ETF","cusip":"02072L433","value":3442586,"shares":80755,"shareType":"SH"},{"issuer":"INVESCO QQQ TRUST","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":3399222,"shares":4616,"shareType":"SH"},{"issuer":"INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF","titleOfClass":"DORSEY WRGT DVLP","cusip":"46138E875","value":2593141,"shares":46389,"shareType":"SH"},{"issuer":"CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF","titleOfClass":"SHS","cusip":"14021T102","value":2388603,"shares":65639,"shareType":"SH"},{"issuer":"COCA COLA COMPANY","titleOfClass":"COM","cusip":"191216100","value":1509590,"shares":18575,"shareType":"SH"},{"issuer":"ISHARES TR MSCI USA QLT FCT","titleOfClass":"MSCI USA QLT FCT","cusip":"46432F339","value":1253165,"shares":5711,"shareType":"SH"},{"issuer":"INVESCO DWA MOMENTUM ETF","titleOfClass":"DORS WRI MOM ETF","cusip":"46137V837","value":1187591,"shares":7827,"shareType":"SH"},{"issuer":"INTEL CORPORATION","titleOfClass":"COM","cusip":"458140100","value":895726,"shares":6415,"shareType":"SH"},{"issuer":"VANGUARD TOTAL STOCK MARKET ETF","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":834810,"shares":2256,"shareType":"SH"},{"issuer":"VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":705354,"shares":1027,"shareType":"SH"},{"issuer":"GENERAL MILLS INCORPORATED","titleOfClass":"COM","cusip":"370334104","value":593688,"shares":17060,"shareType":"SH"},{"issuer":"ISHARES TR CORE MSCI EAFE","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":577838,"shares":5983,"shareType":"SH"},{"issuer":"BANK OF AMER CORPORATION","titleOfClass":"COM","cusip":"060505104","value":467293,"shares":8201,"shareType":"SH"},{"issuer":"UNITEDHEALTH GROUP INCORPORATED","titleOfClass":"COM","cusip":"91324P102","value":433918,"shares":1044,"shareType":"SH"},{"issuer":"PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF","titleOfClass":"S&P 500 DV ARIST","cusip":"74348A467","value":403004,"shares":7176,"shareType":"SH"},{"issuer":"CSX CORPORATION","titleOfClass":"COM","cusip":"126408103","value":400916,"shares":8435,"shareType":"SH"},{"issuer":"MCDONALDS CORPORATION","titleOfClass":"COM","cusip":"580135101","value":396274,"shares":1466,"shareType":"SH"},{"issuer":"DOMINION ENERGY INCORPORATED","titleOfClass":"COM","cusip":"25746U109","value":366787,"shares":5371,"shareType":"SH"},{"issuer":"ABBVIE INCORPORATED","titleOfClass":"COM","cusip":"00287Y109","value":327132,"shares":1300,"shareType":"SH"},{"issuer":"STATE STREET SPDR S&P 500 ETF TRUST","titleOfClass":"TR UNIT","cusip":"78462F103","value":311403,"shares":417,"shareType":"SH"},{"issuer":"TESLA INCORPORATED","titleOfClass":"COM","cusip":"88160R101","value":283905,"shares":675,"shareType":"SH"},{"issuer":"BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW","titleOfClass":"CL B NEW","cusip":"084670702","value":262204,"shares":524,"shareType":"SH"},{"issuer":"VANGUARD INFORMATION TECHNOLOGY ETF","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":259119,"shares":2168,"shareType":"SH"},{"issuer":"ISHARES SILVER TRUST","titleOfClass":"ISHARES","cusip":"46428Q109","value":257672,"shares":4819,"shareType":"SH"},{"issuer":"INTERNATIONAL BUSINESS MACHINES","titleOfClass":"COM","cusip":"459200101","value":240153,"shares":854,"shareType":"SH"},{"issuer":"FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND","titleOfClass":"SHS","cusip":"337345102","value":234283,"shares":700,"shareType":"SH"},{"issuer":"ISHARES INCORPORATED CORE MSCI EMKT","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":223088,"shares":2693,"shareType":"SH"},{"issuer":"VANGUARD RUSSELL 1000 GROWTH ETF","titleOfClass":"VNG RUS1000GRW","cusip":"92206C680","value":220600,"shares":1726,"shareType":"SH"},{"issuer":"UNION PAC CORPORATION","titleOfClass":"COM","cusip":"907818108","value":217600,"shares":800,"shareType":"SH"},{"issuer":"ISHARES TR CORE DIV GRWTH","titleOfClass":"CORE DIV GRWTH","cusip":"46434V621","value":214486,"shares":2830,"shareType":"SH"},{"issuer":"PROCTER & GAMBLE COMPANY","titleOfClass":"COM","cusip":"742718109","value":211162,"shares":1440,"shareType":"SH"},{"issuer":"ELEVANCE HEALTH INCORPORATED FORMERLY A","titleOfClass":"COM","cusip":"036752103","value":209994,"shares":543,"shareType":"SH"},{"issuer":"MICROSOFT CORPORATION","titleOfClass":"COM","cusip":"594918104","value":205161,"shares":550,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva 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."}