{"url":"https://nivawealth.com/firms/buska-wealth-management-170627","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/170627","regulatoryAum":538727785,"crd":"170627","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7810140","suffix":null,"lastName":"Berendsen","firstName":"Kailey","middleName":"Elizabeth"},{"crd":"6311944","suffix":null,"lastName":"BRUNER","firstName":"COLE","middleName":"JAMES"},{"crd":"6973325","suffix":null,"lastName":"Connor","firstName":"Ryan","middleName":"Scott"},{"crd":"7755819","suffix":null,"lastName":"Kielman","firstName":"Colton","middleName":"Arlan"},{"crd":"6605812","suffix":null,"lastName":"Kyhos","firstName":"Zachary","middleName":"Michael"},{"crd":"7981097","suffix":null,"lastName":"Pecha","firstName":"Ryan","middleName":"Michael"},{"crd":"8121553","suffix":null,"lastName":"Thao","firstName":"Jordan","middleName":"Alexander"},{"crd":"7335654","suffix":null,"lastName":"Woller","firstName":"Logan","middleName":"Thomas"}],"total":8,"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"},"history":[{"filedOn":"2022-01-18","regulatoryAum":150407360,"clients":1019,"employees":5,"offices":2},{"filedOn":"2023-02-06","regulatoryAum":194632544,"clients":1096,"employees":5,"offices":2},{"filedOn":"2024-03-14","regulatoryAum":267978757,"clients":1615,"employees":6,"offices":2},{"filedOn":"2025-06-24","regulatoryAum":425198316,"clients":2232,"employees":9,"offices":2},{"filedOn":"2026-06-09","regulatoryAum":538727785,"clients":1698,"employees":8,"offices":2}],"secFileNumber":"801-122395","legalName":"Buska Wealth Management, LLC","displayName":"Buska Wealth Management","slug":"buska-wealth-management-170627","website":"https://buskabook.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/retirewithbuska/mycompany/?viewAsMember=true","xUrl":"https://twitter.com/RetireWithBuska","founded":null,"organization":"Wisconsin limited liability company","fiscalYearEnd":"December","headquarters":{"street":"510 N. 17th Avenue, Suite A","city":"Wausau","state":"WI","stateName":"Wisconsin","country":"United States","postalCode":"54401"},"tradeNames":[],"registration":{"secApproved":"27 September 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":317271.9581861013,"staff":{"employees":8,"advisory":8,"brokerDealerReps":0,"insuranceAgents":7,"promoters":0},"aum":{"regulatory":538727785,"discretionary":538727785,"discretionaryAccounts":3532,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":36},"clientTypes":[{"label":"Individuals (other than HNW)","clients":1505,"regulatoryAum":308242505},{"label":"High-net-worth individuals","clients":193,"regulatoryAum":230485280}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"whole_balance","fee_tiers":[{"to":null,"pct":1,"from":0}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040244","versionId":1040244,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-04-03","documentName":"ADV2A&2B SEC","fee_rate_low":1,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning and Consulting","summary":"Negotiable fixed fee with a maximum of $2500, set by the complexity of the client's situation.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040244","versionId":1040244,"submittedOn":"2026-04-03","documentName":"ADV2A&2B SEC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T09:56:29.529341+00:00","documents":[{"name":"ADV2A&2B SEC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040244","versionId":1040244,"submittedOn":"2026-04-03"}]},"custodians":[{"name":"Lincoln Financial","shortName":"Lincoln Financial","location":"Fort Wayne, IN","smaAssets":533922754},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":4805031}],"custodyNote":"Buska Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Kailey Berendsen","title":"Vice President/ Investment Advisor Representative","crd":"7810140"},{"name":"Cole Bruner","title":"Chief Compliance Officer","crd":"6311944"},{"name":"Nicole Graveen","title":"Chief Operations Officer","crd":"8218440"}],"ownership":[{"label":"Cole Bruner","detail":"Chief compliance officer in the 75% or more ownership band and a control person, since July 2011."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Wisconsin","offices":2,"addresses":[{"street":"510 N. 17th Avenue, Suite A","city":"Wausau","headquarters":true},{"street":"3621 E. Hamilton Ave","city":"Eau Claire"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"715-355-4445","stateRegisteredReps":8,"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","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":30},{"label":"Securities issued by registered investment companies or business development companies","percent":60},{"label":"Cash and cash equivalents","percent":10}],"privateFunds":0},"sources":{"adv1FilingDate":"9 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/170627/PDF/170627.pdf","brochureDate":"3 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040244","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 Buska Wealth Management have?","answer":"Buska Wealth Management has 1,698 clients and manages $539 million for them, as of June 2026. They include 1,505 individual clients and 193 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 9 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Buska Wealth Management offer?","answer":"Buska Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, 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 much does Buska Wealth Management charge?","answer":"Buska Wealth Management charges 1.00% a year for its Asset Management. The whole portfolio is charged at the rate of its band. The fee is billed in arrears and is negotiable.","source":"ADV2A&2B SEC, filed 3 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Buska Wealth Management use?","answer":"Buska Wealth Management’s separately managed account assets are held at Lincoln Financial (Fort Wayne, IN), with $534M and Charles Schwab & Co., Inc. (Westlake, TX), with $4.81M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Buska Wealth Management have?","answer":"Buska Wealth Management has 8 investment adviser representatives registered with state securities authorities, out of 8 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 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 Buska Wealth Management invest in?","answer":"At the end of its last fiscal year, Buska Wealth Management’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities and 10% cash and equivalents.","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 Buska Wealth Management?","answer":"Buska Wealth Management’s direct owner is Cole Bruner (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 9 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Buska Wealth Management get paid?","answer":"Buska 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 Buska Wealth Management?","answer":"Buska Wealth Management’s main office is at 510 N. 17th Avenue, Suite A, Wausau, WI 54401. Its phone number is 715-355-4445. Its website is buskabook.com.","source":"Form ADV Part 1A, Item 1.F, filed 9 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/buska-wealth-management-170627/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-10","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1910503/000191050326000003/0001910503-26-000003-index.html","totalValue":277304659,"positionCount":81,"top10Share":0.6685524493838382,"top10":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":36427134,"shares":48642,"shareType":"SH","priorValue":36589804,"priorShares":56015},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":31231508,"shares":131990,"shareType":"SH","priorValue":30571302,"priorShares":142152},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500GRW","cusip":"78464A409","value":27497197,"shares":231088,"shareType":"SH","priorValue":25958677,"priorShares":265128},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":27342314,"shares":173020,"shareType":"SH","priorValue":26515191,"priorShares":179036},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":17403567,"shares":23633,"shareType":"SH","priorValue":13742936,"priorShares":23810},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"INTL HIGH ETF","cusip":"921946794","value":13997643,"shares":142542,"shareType":"SH","priorValue":10710670,"priorShares":113653},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"LADERD ALCTN PWR","cusip":"45783Y814","value":10369373,"shares":196837,"shareType":"SH","priorValue":9431381,"priorShares":190880},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"VEST LADDERED","cusip":"33733E690","value":7454212,"shares":358548,"shareType":"SH","priorValue":1086437,"priorShares":53309},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INT-TERM CORP","cusip":"92206C870","value":7135527,"shares":86334,"shareType":"SH","priorValue":6547379,"priorShares":79122},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INTER TERM TREAS","cusip":"92206C706","value":6534234,"shares":110787,"shareType":"SH","priorValue":6935675,"priorShares":116468}],"positionsListed":81,"positions":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":36427134,"shares":48642,"shareType":"SH","priorValue":36589804,"priorShares":56015},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":31231508,"shares":131990,"shareType":"SH","priorValue":30571302,"priorShares":142152},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500GRW","cusip":"78464A409","value":27497197,"shares":231088,"shareType":"SH","priorValue":25958677,"priorShares":265128},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":27342314,"shares":173020,"shareType":"SH","priorValue":26515191,"priorShares":179036},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":17403567,"shares":23633,"shareType":"SH","priorValue":13742936,"priorShares":23810},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"INTL HIGH ETF","cusip":"921946794","value":13997643,"shares":142542,"shareType":"SH","priorValue":10710670,"priorShares":113653},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"LADERD ALCTN PWR","cusip":"45783Y814","value":10369373,"shares":196837,"shareType":"SH","priorValue":9431381,"priorShares":190880},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"VEST LADDERED","cusip":"33733E690","value":7454212,"shares":358548,"shareType":"SH","priorValue":1086437,"priorShares":53309},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INT-TERM CORP","cusip":"92206C870","value":7135527,"shares":86334,"shareType":"SH","priorValue":6547379,"priorShares":79122},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INTER TERM TREAS","cusip":"92206C706","value":6534234,"shares":110787,"shareType":"SH","priorValue":6935675,"priorShares":116468},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EURO","cusip":"46434V738","value":6374991,"shares":84808,"shareType":"SH","priorValue":5388656,"priorShares":76685},{"issuer":"ETF SER SOLUTIONS","titleOfClass":"DEFIA QUANT ETF","cusip":"26922A420","value":6096401,"shares":36863,"shareType":"SH","priorValue":2387851,"priorShares":22254},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR ENERG ETF","cusip":"81369Y506","value":5742614,"shares":108127,"shareType":"SH","priorValue":7143207,"priorShares":116605},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR RATE ETF","cusip":"78468R200","value":5240171,"shares":169860,"shareType":"SH","priorValue":6644288,"priorShares":215864},{"issuer":"ISHARES TR","titleOfClass":"FLTG RATE NT ETF","cusip":"46429B655","value":5155011,"shares":100980,"shareType":"SH","priorValue":6575357,"priorShares":129055},{"issuer":"VANGUARD MALVERN FDS","titleOfClass":"MULTI SECTOR","cusip":"922020722","value":5107222,"shares":99575,"shareType":"SH","priorValue":3022240,"priorShares":59255},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"FUN SMA MID ETF","cusip":"316092295","value":4861611,"shares":127234,"shareType":"SH","priorValue":1447367,"priorShares":45301},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP AERO","cusip":"78464A631","value":3427053,"shares":12076,"shareType":"SH","priorValue":4271184,"priorShares":16817},{"issuer":"ISHARES TR","titleOfClass":"ISHS 1-5YR INVS","cusip":"464288646","value":3295618,"shares":62881,"shareType":"SH","priorValue":3130831,"priorShares":59567},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY PWR BUF","cusip":"45782C573","value":3163796,"shares":71337,"shareType":"SH","priorValue":3734522,"priorShares":91398},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"FT VEST RIS","cusip":"33738D879","value":3156936,"shares":107379,"shareType":"SH","priorValue":769055,"priorShares":30100},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"MSCI INDL INDX","cusip":"316092709","value":2893589,"shares":29049,"shareType":"SH","priorValue":3603540,"priorShares":41650},{"issuer":"ISHARES TR","titleOfClass":"MSCI EMG MKT ETF","cusip":"464287234","value":2861117,"shares":41823,"shareType":"SH","priorValue":732875,"priorShares":12905},{"issuer":"VANGUARD FIXED INCOME SECS F","titleOfClass":"HIGH-YIELD ACTV","cusip":"922031687","value":2535614,"shares":33874,"shareType":"SH","priorValue":2189429,"priorShares":29424},{"issuer":"ISHARES TR","titleOfClass":"IBOXX HI YD ETF","cusip":"464288513","value":1990406,"shares":24889,"shareType":"SH","priorValue":3472516,"priorShares":43647},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"MSCI FINLS IDX","cusip":"316092501","value":1809918,"shares":23641,"shareType":"SH","priorValue":2857970,"priorShares":40712},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"INDXX AEROSPACE","cusip":"33733E831","value":1748414,"shares":38200,"shareType":"SH","priorValue":587358,"priorShares":13137},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY BUF NOV","cusip":"45782C581","value":1599723,"shares":33460,"shareType":"SH","priorValue":1843493,"priorShares":42849},{"issuer":"VANGUARD WORLD FD","titleOfClass":"MATERIALS ETF","cusip":"92204A801","value":1541237,"shares":6736,"shareType":"SH","priorValue":2054570,"priorShares":9118},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"VEST LAD AUT ETF","cusip":"33733E641","value":1072927,"shares":52236,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"1 3 YR TREAS BD","cusip":"464287457","value":1059964,"shares":12909,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"TRUST ISHARE 0-1","cusip":"464288679","value":1012986,"shares":9180,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":995380,"shares":7238,"shareType":"SH","priorValue":813466,"priorShares":7192},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":933794,"shares":29448,"shareType":"SH","priorValue":889340,"priorShares":28988},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":871507,"shares":3999,"shareType":"SH","priorValue":783269,"priorShares":3992},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US SML CAP ETF","cusip":"808524607","value":836504,"shares":23153,"shareType":"SH","priorValue":717334,"priorShares":24668},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":753551,"shares":3955,"shareType":"SH","priorValue":610883,"priorShares":4597},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY PWR BF","cusip":"45782C680","value":750002,"shares":16433,"shareType":"SH","priorValue":757468,"priorShares":17731},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQUT BUFR AUG","cusip":"45782C698","value":666964,"shares":12440,"shareType":"SH","priorValue":683772,"priorShares":13998},{"issuer":"NVENT ELEC PLC","titleOfClass":"SHS","cusip":"G6700G107","value":643840,"shares":3796,"shareType":"SH","priorValue":448991,"priorShares":3796},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":614301,"shares":1478,"shareType":"SH","priorValue":403720,"priorShares":1492},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":607916,"shares":1643,"shareType":"SH","priorValue":526860,"priorShares":1642},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":589750,"shares":2947,"shareType":"SH","priorValue":376881,"priorShares":2161},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":566978,"shares":1959,"shareType":"SH","priorValue":425179,"priorShares":1675},{"issuer":"WASTE MGMT INC DEL","titleOfClass":"COM","cusip":"94106L109","value":507843,"shares":2279,"shareType":"SH","priorValue":519387,"priorShares":2260},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":433920,"shares":4938,"shareType":"SH","priorValue":386073,"priorShares":5044},{"issuer":"WEC ENERGY GROUP INC","titleOfClass":"COM","cusip":"92939U106","value":432049,"shares":3700,"shareType":"SH","priorValue":428349,"priorShares":3700},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":429521,"shares":3142,"shareType":"SH","priorValue":527760,"priorShares":3111},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY ULTRA BU","cusip":"45782C565","value":420234,"shares":10464,"shareType":"SH","priorValue":509216,"priorShares":13663},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":419605,"shares":394,"shareType":"SH","priorValue":279003,"priorShares":394},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":396085,"shares":577,"shareType":"SH","priorValue":354217,"priorShares":593},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":379878,"shares":329,"shareType":"SH"},{"issuer":"XCEL ENERGY INC","titleOfClass":"COM","cusip":"98389B100","value":378656,"shares":4716,"shareType":"SH","priorValue":371894,"priorShares":4681},{"issuer":"TRANE TECHNOLOGIES PLC","titleOfClass":"SHS","cusip":"G8994E103","value":375246,"shares":764,"shareType":"SH","priorValue":318389,"priorShares":764},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"CONSMR STAPLES","cusip":"316092303","value":372981,"shares":7099,"shareType":"SH","priorValue":429001,"priorShares":8198},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"CEF INM COMPSI","cusip":"46138E404","value":361687,"shares":17808,"shareType":"SH","priorValue":370754,"priorShares":19700},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":342861,"shares":16563,"shareType":"SH","priorValue":474120,"priorShares":16355},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"MSCI HLTH CARE I","cusip":"316092600","value":333287,"shares":4314,"shareType":"SH","priorValue":336973,"priorShares":4789},{"issuer":"VANECK ETF TRUST","titleOfClass":"SEMICONDUCTR ETF","cusip":"92189F676","value":326017,"shares":497,"shareType":"SH"},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":315815,"shares":3886,"shareType":"SH","priorValue":295530,"priorShares":3886},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":312853,"shares":875,"shareType":"SH","priorValue":238186,"priorShares":828},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR PR SP1500","cusip":"78464A805","value":297610,"shares":3278,"shareType":"SH","priorValue":259159,"priorShares":3278},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":290813,"shares":780,"shareType":"SH","priorValue":264434,"priorShares":714},{"issuer":"JOHNSON CONTROLS INTERNATION","titleOfClass":"SHS","cusip":"G51502105","value":290759,"shares":1990,"shareType":"SH","priorValue":260591,"priorShares":1990},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":286089,"shares":757,"shareType":"SH"},{"issuer":"PENTAIR PLC","titleOfClass":"SHS","cusip":"G7S00T104","value":284102,"shares":3706,"shareType":"SH","priorValue":322830,"priorShares":3706},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"DISRUPTIVE TECH","cusip":"316092139","value":277206,"shares":4788,"shareType":"SH","priorValue":397069,"priorShares":10755},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":270042,"shares":362,"shareType":"SH","priorValue":234877,"priorShares":361},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":259271,"shares":3218,"shareType":"SH"},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY PWR BUF","cusip":"45782C813","value":245807,"shares":5036,"shareType":"SH","priorValue":256177,"priorShares":5573},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600 SML","cusip":"78468R853","value":243713,"shares":4226,"shareType":"SH"},{"issuer":"CORNERSTONE STRATEGIC INVEST","titleOfClass":"COM","cusip":"21924B302","value":231308,"shares":30596,"shareType":"SH","priorValue":214284,"priorShares":29435},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQT ULTRA BF","cusip":"45782C672","value":228268,"shares":5424,"shareType":"SH","priorValue":246295,"priorShares":6260},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY BUFR JUL","cusip":"45782C789","value":210234,"shares":3871,"shareType":"SH","priorValue":215934,"priorShares":4346},{"issuer":"VANGUARD WORLD FD","titleOfClass":"MEGA GRWTH IND","cusip":"921910816","value":209401,"shares":2382,"shareType":"SH"},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"NASDAQ CYB ETF","cusip":"33734X846","value":205104,"shares":2283,"shareType":"SH"},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":204047,"shares":1231,"shareType":"SH","priorValue":234577,"priorShares":1134},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":203585,"shares":545,"shareType":"SH"},{"issuer":"ENERGY TRANSFER L P","titleOfClass":"COM UT LTD PTN","cusip":"29273V100","value":198917,"shares":10404,"shareType":"SH","priorValue":228217,"priorShares":11825},{"issuer":"PIMCO DYNAMIC INCOME OPRNTS","titleOfClass":"COM BEN SHS","cusip":"69355M107","value":181546,"shares":13733,"shareType":"SH","priorValue":273428,"priorShares":21147},{"issuer":"CORNERSTONE TOTAL RETURN FD","titleOfClass":"COM","cusip":"21924U300","value":177784,"shares":24761,"shareType":"SH","priorValue":166923,"priorShares":24018}]},"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."}