{"url":"https://nivawealth.com/firms/eagle-wealth-strategies-323814","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/323814","regulatoryAum":653846028,"crd":"323814","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7325471","suffix":null,"lastName":"Fago","firstName":"Erin","middleName":"Marie"},{"crd":"6589146","suffix":null,"lastName":"KOEHLER","firstName":"DAVID","middleName":"STEVEN"},{"crd":"4573773","suffix":null,"lastName":"LERCH","firstName":"STEFFANIE","middleName":"ANN"},{"crd":"6088421","suffix":null,"lastName":"Miller","firstName":"Ryan","middleName":"E"},{"crd":"5144508","suffix":null,"lastName":"ORTEGA","firstName":"JESSICA","middleName":"LYNN"},{"crd":"6711659","suffix":null,"lastName":"PHILLIPS","firstName":"MELISSA","middleName":"LYNN"},{"crd":"8130111","suffix":null,"lastName":"Scogna","firstName":"Charles","middleName":"William"},{"crd":"4814705","suffix":null,"lastName":"Tully","firstName":"Christopher","middleName":"Thomas"},{"crd":"1075274","suffix":null,"lastName":"TULLY","firstName":"PAUL","middleName":"JOSEPH"}],"total":9,"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":"2023-07-26","regulatoryAum":430610968,"clients":609,"employees":10,"offices":1},{"filedOn":"2024-01-30","regulatoryAum":498298616,"clients":623,"employees":10,"offices":1},{"filedOn":"2025-07-21","regulatoryAum":557574982,"clients":640,"employees":11,"offices":2},{"filedOn":"2026-07-08","regulatoryAum":653846028,"clients":654,"employees":11,"offices":2}],"secFileNumber":"801-127242","legalName":"Eagle Wealth Strategies, LLC","displayName":"Eagle Wealth Strategies","slug":"eagle-wealth-strategies-323814","website":"https://eaglewealthstrategies.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2020","organization":"New Jersey limited liability company","fiscalYearEnd":"December","headquarters":{"street":"118 Bridgeton Pike","city":"Mullica Hill","state":"NJ","stateName":"New Jersey","country":"United States","postalCode":"08062"},"tradeNames":[],"registration":{"secApproved":"31 January 2023","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":937587.6512345679,"staff":{"employees":11,"advisory":9,"brokerDealerReps":0,"insuranceAgents":5,"promoters":0},"aum":{"regulatory":653846028,"discretionary":553401453,"discretionaryAccounts":1625,"nonDiscretionary":100444575,"nonDiscretionaryAccounts":203,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":502,"regulatoryAum":183580395},{"label":"High-net-worth individuals","clients":146,"regulatoryAum":423976403},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":5738863},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":757938},{"label":"Corporations and other businesses","clients":6,"regulatoryAum":39792429}],"feePrograms":[{"role":"main","program":"Wealth management services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060610","versionId":1060610,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-10-08","documentName":"EAGLE WEALTH STRATEGIES DISCLOSURE BROCHURE AND PRIVACY POLICY","fee_rate_low":0.5,"fee_rate_high":1.2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T07:50:33.682324+00:00","documents":[{"name":"EAGLE WEALTH STRATEGIES DISCLOSURE BROCHURE AND PRIVACY POLICY","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060610","versionId":1060610,"submittedOn":"2026-10-08"}]},"custodians":[{"name":"Raymond James & Associates, Inc.","shortName":"Raymond James","location":"St. Petersburg, FL","smaAssets":648107165}],"custodyNote":"Eagle Wealth Strategies has custody of $6.29M in client assets for 21 clients.","otherCustodians":[],"leadership":[{"name":"Jessica Ortega","title":"Chief Operating Officer, Partner","crd":"5144508"},{"name":"Melissa Phillips","title":"Chief Compliance Officer","crd":"6711659"},{"name":"Christopher Tully","title":"Managing Partner,","crd":"4814705"},{"name":"Steffanie Lerch","title":"Partner","crd":"4573773"}],"ownership":[{"label":"Christopher Tully","detail":"Managing partner, in the 75% or more ownership band and a control person, since December 2022."},{"label":"Jessica Ortega","detail":"Chief operating officer, partner in the 10% to 25% ownership band and a control person, since February 2025."},{"label":"Steffanie Lerch","detail":"Partner in the 10% to 25% ownership band, since December 2023."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New Jersey","offices":1,"addresses":[{"street":"118 Bridgeton Pike","city":"Mullica Hill","headquarters":true}]}],"brochureServices":["education planning","estate planning","insurance","tax preparation"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"856-845-4005","stateRegisteredReps":9,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Other"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":28},{"label":"U.S. state and local bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":61},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":7},{"label":"Other","percent":2,"detail":"Annuities"}],"privateFunds":0},"sources":{"adv1FilingDate":"8 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/323814/PDF/323814.pdf","brochureDate":"8 October 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060610","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 Eagle Wealth Strategies have?","answer":"Eagle Wealth Strategies has 654 clients and manages $654 million for them, as of July 2026. They include 502 individual clients, 146 high-net-worth individuals, and 6 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 8 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Eagle Wealth Strategies offer?","answer":"Eagle Wealth Strategies provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, insurance, and tax preparation.","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 Eagle Wealth Strategies charge?","answer":"Eagle Wealth Strategies charges 0.50%–1.20% a year for its Wealth management services. The fee is billed in advance and is negotiable.","source":"EAGLE WEALTH STRATEGIES DISCLOSURE BROCHURE AND PRIVACY POLICY, filed 8 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Eagle Wealth Strategies use?","answer":"Eagle Wealth Strategies’ separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $648M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Eagle Wealth Strategies have?","answer":"Eagle Wealth Strategies has 9 investment adviser representatives registered with state securities authorities, out of 11 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 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 Eagle Wealth Strategies invest in?","answer":"At the end of its last fiscal year, Eagle Wealth Strategies’ separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities, 7% cash and equivalents, 2% other, 1% state and local bonds and 1% pooled vehicles (private funds and similar). The 2% other category is described as: 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 Eagle Wealth Strategies?","answer":"Eagle Wealth Strategies’ direct owners are Christopher Tully (75% or more), Jessica Ortega (10% to 25%) and Steffanie Lerch (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 8 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Eagle Wealth Strategies get paid?","answer":"Eagle Wealth Strategies is paid through a percentage of assets under management and other compensation. 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 Eagle Wealth Strategies?","answer":"Eagle Wealth Strategies’ main office is at 118 Bridgeton Pike, Mullica Hill, NJ 08062. Its phone number is 856-845-4005. Its website is eaglewealthstrategies.com.","source":"Form ADV Part 1A, Item 1.F, filed 8 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/eagle-wealth-strategies-323814/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-09","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2009882/000195175726000962/0001951757-26-000962-index.html","totalValue":261727183,"positionCount":118,"top10Share":0.7206352578211183,"top10":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":59963139,"shares":87307,"shareType":"SH","priorValue":51672902,"priorShares":86475},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US SML CP VALU","cusip":"025072877","value":32335869,"shares":259185,"shareType":"SH","priorValue":29481776,"priorShares":266876},{"issuer":"FRANKLIN TEMPLETON ETF TR","titleOfClass":"US MID CP MLTFCT","cusip":"35473P884","value":27308906,"shares":471779,"shareType":"SH","priorValue":24093670,"priorShares":438625},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMERGING MKTS VA","cusip":"25434V740","value":20637968,"shares":483697,"shareType":"SH","priorValue":17477225,"priorShares":488464},{"issuer":"WISDOMTREE TR","titleOfClass":"US QTLY DIV GRT","cusip":"97717X669","value":19012295,"shares":198832,"shareType":"SH","priorValue":17583740,"priorShares":200179},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR CARE ETF","cusip":"81369Y209","value":12091327,"shares":76209,"shareType":"SH","priorValue":10588552,"priorShares":72223},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":4923063,"shares":4105,"shareType":"SH","priorValue":3795142,"priorShares":4126},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":4476979,"shares":18784,"shareType":"SH","priorValue":3907770,"priorShares":18763},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":4069302,"shares":29764,"shareType":"SH","priorValue":5047345,"priorShares":29750},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":3790988,"shares":5077,"shareType":"SH","priorValue":3283970,"priorShares":5050}],"positionsListed":118,"positions":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":59963139,"shares":87307,"shareType":"SH","priorValue":51672902,"priorShares":86475},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US SML CP VALU","cusip":"025072877","value":32335869,"shares":259185,"shareType":"SH","priorValue":29481776,"priorShares":266876},{"issuer":"FRANKLIN TEMPLETON ETF TR","titleOfClass":"US MID CP MLTFCT","cusip":"35473P884","value":27308906,"shares":471779,"shareType":"SH","priorValue":24093670,"priorShares":438625},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMERGING MKTS VA","cusip":"25434V740","value":20637968,"shares":483697,"shareType":"SH","priorValue":17477225,"priorShares":488464},{"issuer":"WISDOMTREE TR","titleOfClass":"US QTLY DIV GRT","cusip":"97717X669","value":19012295,"shares":198832,"shareType":"SH","priorValue":17583740,"priorShares":200179},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR CARE ETF","cusip":"81369Y209","value":12091327,"shares":76209,"shareType":"SH","priorValue":10588552,"priorShares":72223},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":4923063,"shares":4105,"shareType":"SH","priorValue":3795142,"priorShares":4126},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":4476979,"shares":18784,"shareType":"SH","priorValue":3907770,"priorShares":18763},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":4069302,"shares":29764,"shareType":"SH","priorValue":5047345,"priorShares":29750},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":3790988,"shares":5077,"shareType":"SH","priorValue":3283970,"priorShares":5050},{"issuer":"PNC FINL SVCS GROUP INC","titleOfClass":"COM","cusip":"693475105","value":3269703,"shares":13280,"shareType":"SH","priorValue":2761204,"priorShares":13269},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":3163257,"shares":15809,"shareType":"SH","priorValue":2784142,"priorShares":15964},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":2994010,"shares":5154,"shareType":"SH","priorValue":1186607,"priorShares":5833},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":2861850,"shares":7672,"shareType":"SH","priorValue":2475027,"priorShares":6686},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":2666983,"shares":8148,"shareType":"SH","priorValue":2395010,"priorShares":8142},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":2558880,"shares":8843,"shareType":"SH","priorValue":2281808,"priorShares":8991},{"issuer":"FULTON FINL CORP PA","titleOfClass":"COM","cusip":"360271100","value":2095040,"shares":86608,"shareType":"SH","priorValue":1768679,"priorShares":86956},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":1926510,"shares":1669,"shareType":"SH","priorValue":569260,"priorShares":1685},{"issuer":"PEOPLES FINL SVCS CORP","titleOfClass":"COM","cusip":"711040105","value":1901832,"shares":28655,"shareType":"SH","priorValue":1528171,"priorShares":28655},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":1724752,"shares":10405,"shareType":"SH","priorValue":2168586,"priorShares":10481},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":1649238,"shares":4668,"shareType":"SH","priorValue":1398545,"priorShares":4875},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":1588549,"shares":19716,"shareType":"SH","priorValue":1289833,"priorShares":4491},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 ETF","cusip":"464287622","value":1570036,"shares":3834,"shareType":"SH","priorValue":1367060,"priorShares":3834},{"issuer":"MARVELL TECHNOLOGY INC","titleOfClass":"COM","cusip":"573874104","value":1548730,"shares":5199,"shareType":"SH","priorValue":529026,"priorShares":5341},{"issuer":"COHERENT CORP","titleOfClass":"COM","cusip":"19247G107","value":1340015,"shares":3397,"shareType":"SH","priorValue":808723,"priorShares":3395},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":1336930,"shares":10404,"shareType":"SH","priorValue":1260398,"priorShares":10478},{"issuer":"GALLAGHER ARTHUR J & CO","titleOfClass":"COM","cusip":"363576109","value":1270900,"shares":5536,"shareType":"SH","priorValue":1198770,"priorShares":5535},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":1251035,"shares":1175,"shareType":"SH","priorValue":829362,"priorShares":1171},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":983979,"shares":11211,"shareType":"SH","priorValue":1037637,"priorShares":11172},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":980695,"shares":2596,"shareType":"SH","priorValue":803532,"priorShares":2596},{"issuer":"ROCKWELL AUTOMATION INC","titleOfClass":"COM","cusip":"773903109","value":845102,"shares":1707,"shareType":"SH","priorValue":612608,"priorShares":1707},{"issuer":"VANGUARD ADMIRAL FDS INC","titleOfClass":"SMLLCP 600 IDX","cusip":"921932828","value":835648,"shares":6076,"shareType":"SH","priorValue":724310,"priorShares":6308},{"issuer":"SPACE EXPLORATION TECHN CORP","titleOfClass":"CLASS A COM STK","cusip":"84615Q103","value":767845,"shares":4494,"shareType":"SH"},{"issuer":"CARNIVAL CORP LTD","titleOfClass":"COMMON SHARES","cusip":"G2004J103","value":764143,"shares":26746,"shareType":"SH"},{"issuer":"NORWOOD FINANCIAL CORP","titleOfClass":"COM","cusip":"669549107","value":756425,"shares":23528,"shareType":"SH","priorValue":692194,"priorShares":23528},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":740309,"shares":2464,"shareType":"SH","priorValue":611072,"priorShares":2464},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":706330,"shares":1254,"shareType":"SH","priorValue":526257,"priorShares":920},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":687138,"shares":950,"shareType":"SH","priorValue":326204,"priorShares":954},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":658723,"shares":4495,"shareType":"SH","priorValue":665159,"priorShares":4522},{"issuer":"ACCENTURE PLC IRELAND","titleOfClass":"SHS CLASS A","cusip":"G1151C101","value":656172,"shares":5273,"shareType":"SH","priorValue":1042212,"priorShares":5256},{"issuer":"AIR PRODUCTS AND CHEMICALS I","titleOfClass":"COM","cusip":"009158106","value":646462,"shares":2205,"shareType":"SH","priorValue":644888,"priorShares":2220},{"issuer":"ILLINOIS TOOL WKS INC","titleOfClass":"COM","cusip":"452308109","value":637768,"shares":2358,"shareType":"SH","priorValue":599188,"priorShares":2302},{"issuer":"CAMECO CORP","titleOfClass":"COM","cusip":"13321L108","value":606576,"shares":5955,"shareType":"SH","priorValue":538163,"priorShares":4955},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":600254,"shares":1750,"shareType":"SH","priorValue":522080,"priorShares":1727},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":591618,"shares":1606,"shareType":"SH","priorValue":482355,"priorShares":1121},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":590609,"shares":1653,"shareType":"SH","priorValue":437237,"priorShares":1521},{"issuer":"ARCH CAP GROUP LTD","titleOfClass":"ORD","cusip":"G0450A105","value":588572,"shares":6064,"shareType":"SH","priorValue":583043,"priorShares":6074},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":575614,"shares":5960,"shareType":"SH","priorValue":401447,"priorShares":4434},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS1000VAL","cusip":"92206C714","value":556113,"shares":5231,"shareType":"SH","priorValue":476456,"priorShares":5083},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":552880,"shares":26709,"shareType":"SH","priorValue":773974,"priorShares":26698},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":526958,"shares":2075,"shareType":"SH","priorValue":495940,"priorShares":2029},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS1000GRW","cusip":"92206C680","value":521588,"shares":4081,"shareType":"SH","priorValue":313253,"priorShares":2856},{"issuer":"OCEANFIRST FINL CORP","titleOfClass":"COM","cusip":"675234108","value":519127,"shares":26581,"shareType":"SH","priorValue":479521,"priorShares":26581},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":511522,"shares":8977,"shareType":"SH","priorValue":436617,"priorShares":8956},{"issuer":"NORTHROP GRUMMAN CORP","titleOfClass":"COM","cusip":"666807102","value":509819,"shares":1001,"shareType":"SH","priorValue":682922,"priorShares":1001},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":507156,"shares":7118,"shareType":"SH","priorValue":456083,"priorShares":7117},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":485372,"shares":1154,"shareType":"SH","priorValue":408553,"priorShares":1099},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":480609,"shares":5914,"shareType":"SH","priorValue":441016,"priorShares":5799},{"issuer":"GLOBAL X FDS","titleOfClass":"US INFR DEV ETF","cusip":"37954Y673","value":461659,"shares":7835,"shareType":"SH","priorValue":388765,"priorShares":7651},{"issuer":"CONSTELLATION ENERGY CORP","titleOfClass":"COM","cusip":"21037T109","value":455880,"shares":1835,"shareType":"SH","priorValue":510274,"priorShares":1827},{"issuer":"CHENIERE ENERGY INC","titleOfClass":"COM NEW","cusip":"16411R208","value":455285,"shares":1905,"shareType":"SH","priorValue":539814,"priorShares":1902},{"issuer":"LUMENTUM HLDGS INC","titleOfClass":"COM","cusip":"55024U109","value":453056,"shares":528,"shareType":"SH","priorValue":300781,"priorShares":428},{"issuer":"SCHWAB CHARLES CORP","titleOfClass":"COM","cusip":"808513105","value":438744,"shares":4755,"shareType":"SH","priorValue":429771,"priorShares":4573},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":426126,"shares":2696,"shareType":"SH","priorValue":398700,"priorShares":2692},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":425957,"shares":10060,"shareType":"SH","priorValue":581085,"priorShares":11575},{"issuer":"TAKE-TWO INTERACTIVE SOFTWAR","titleOfClass":"COM","cusip":"874054109","value":418467,"shares":1674,"shareType":"SH","priorValue":323110,"priorShares":1636},{"issuer":"CSX CORP","titleOfClass":"COM","cusip":"126408103","value":415960,"shares":8752,"shareType":"SH","priorValue":361236,"priorShares":8800},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":392408,"shares":334,"shareType":"SH","priorValue":273201,"priorShares":313},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":377674,"shares":3335,"shareType":"SH","priorValue":414623,"priorShares":3336},{"issuer":"BLACKSTONE INC","titleOfClass":"COM","cusip":"09260D107","value":368660,"shares":3133,"shareType":"SH","priorValue":355319,"priorShares":3090},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":362271,"shares":872,"shareType":"SH","priorValue":238558,"priorShares":882},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":359381,"shares":2654,"shareType":"SH","priorValue":416588,"priorShares":2683},{"issuer":"ARK ETF TR","titleOfClass":"AUTNMUS TECHNLGY","cusip":"00214Q203","value":348126,"shares":2633,"shareType":"SH","priorValue":287527,"priorShares":2557},{"issuer":"CVS HEALTH CORP","titleOfClass":"COM","cusip":"126650100","value":340094,"shares":3288,"shareType":"SH","priorValue":230179,"priorShares":3205},{"issuer":"DISNEY WALT CO","titleOfClass":"COM","cusip":"254687106","value":338779,"shares":3520,"shareType":"SH","priorValue":326236,"priorShares":3385},{"issuer":"BOSTON SCIENTIFIC CORP","titleOfClass":"COM","cusip":"101137107","value":337727,"shares":7913,"shareType":"SH","priorValue":530112,"priorShares":8448},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":328178,"shares":1214,"shareType":"SH","priorValue":378878,"priorShares":1219},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":325137,"shares":1759,"shareType":"SH","priorValue":225300,"priorShares":1749},{"issuer":"CROWDSTRIKE HLDGS INC","titleOfClass":"CL A","cusip":"22788C105","value":315940,"shares":414,"shareType":"SH"},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":312619,"shares":1242,"shareType":"SH","priorValue":267688,"priorShares":1231},{"issuer":"PROSHARES TR","titleOfClass":"PSHS ULT S&P 500","cusip":"74347R107","value":309473,"shares":4593,"shareType":"SH","priorValue":238283,"priorShares":4593},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":305912,"shares":1198,"shareType":"SH"},{"issuer":"SOUTHERN CO","titleOfClass":"COM","cusip":"842587107","value":302990,"shares":3166,"shareType":"SH","priorValue":305554,"priorShares":3166},{"issuer":"F5 INC","titleOfClass":"COM","cusip":"315616102","value":295332,"shares":710,"shareType":"SH","priorValue":205424,"priorShares":710},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":289241,"shares":1972,"shareType":"SH","priorValue":316611,"priorShares":2192},{"issuer":"SPX TECHNOLOGIES INC","titleOfClass":"COM","cusip":"78473E103","value":288075,"shares":1175,"shareType":"SH","priorValue":235329,"priorShares":1177},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":284493,"shares":1499,"shareType":"SH","priorValue":294248,"priorShares":1525},{"issuer":"ARK ETF TR","titleOfClass":"NEXT GNRTN INTER","cusip":"00214Q401","value":275826,"shares":1904,"shareType":"SH","priorValue":229651,"priorShares":1904},{"issuer":"EXELON CORP","titleOfClass":"COM","cusip":"30161N101","value":273438,"shares":5865,"shareType":"SH","priorValue":287179,"priorShares":5858},{"issuer":"WELLS FARGO & CO","titleOfClass":"COM","cusip":"949746101","value":271886,"shares":3290,"shareType":"SH","priorValue":273062,"priorShares":3430},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":270986,"shares":725,"shareType":"SH","priorValue":227040,"priorShares":800},{"issuer":"DEERE & CO","titleOfClass":"COM","cusip":"244199105","value":270851,"shares":427,"shareType":"SH","priorValue":243729,"priorShares":433},{"issuer":"PUBLIC SVC ENTERPRISE GROUP","titleOfClass":"COM","cusip":"744573106","value":265596,"shares":3273,"shareType":"SH","priorValue":272154,"priorShares":3362},{"issuer":"AUTOZONE INC","titleOfClass":"COM","cusip":"053332102","value":258871,"shares":81,"shareType":"SH","priorValue":273600,"priorShares":81},{"issuer":"ISHARES TR","titleOfClass":"FUTU AI TECH ETF","cusip":"46435U556","value":257517,"shares":3381,"shareType":"SH"},{"issuer":"ARK ETF TR","titleOfClass":"GENOMIC REV ETF","cusip":"00214Q302","value":250836,"shares":5964,"shareType":"SH"},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"NASDAQ CYB ETF","cusip":"33734X846","value":245601,"shares":2733,"shareType":"SH"},{"issuer":"ETF SER SOLUTIONS","titleOfClass":"DEFIANCE SPACE A","cusip":"26922A289","value":245450,"shares":2583,"shareType":"SH","priorValue":296937,"priorShares":4355},{"issuer":"ROYAL CARIBBEAN GROUP","titleOfClass":"COM","cusip":"V7780T103","value":243017,"shares":765,"shareType":"SH","priorValue":209425,"priorShares":761},{"issuer":"BECTON DICKINSON & CO","titleOfClass":"COM","cusip":"075887109","value":242431,"shares":1602,"shareType":"SH","priorValue":272480,"priorShares":1733},{"issuer":"ADOBE INC","titleOfClass":"COM","cusip":"00724F101","value":230853,"shares":1126,"shareType":"SH","priorValue":203944,"priorShares":839},{"issuer":"DANAHER CORP DEL","titleOfClass":"COM","cusip":"235851102","value":228766,"shares":1201,"shareType":"SH","priorValue":206474,"priorShares":1089},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":228178,"shares":456,"shareType":"SH","priorValue":213244,"priorShares":445},{"issuer":"BRISTOL-MYERS SQUIBB CO","titleOfClass":"COM","cusip":"110122108","value":227772,"shares":3953,"shareType":"SH","priorValue":239749,"priorShares":3953},{"issuer":"EOG RES INC","titleOfClass":"COM","cusip":"26875P101","value":219244,"shares":1690,"shareType":"SH","priorValue":249817,"priorShares":1728},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EUROPE ETF","cusip":"922042874","value":215241,"shares":2431,"shareType":"SH","priorValue":200387,"priorShares":2431},{"issuer":"PALO ALTO NETWORKS INC","titleOfClass":"COM","cusip":"697435105","value":213138,"shares":625,"shareType":"SH"},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":208829,"shares":1154,"shareType":"SH"},{"issuer":"3M CO","titleOfClass":"COM","cusip":"88579Y101","value":203424,"shares":1256,"shareType":"SH"},{"issuer":"ASML HLDG NV","titleOfClass":"N Y REGISTRY SHS","cusip":"N07059210","value":203191,"shares":102,"shareType":"SH"},{"issuer":"HCA HEALTHCARE INC","titleOfClass":"COM","cusip":"40412C101","value":202353,"shares":519,"shareType":"SH","priorValue":246558,"priorShares":521},{"issuer":"URANIUM ENERGY CORP","titleOfClass":"COM","cusip":"916896103","value":164612,"shares":15442,"shareType":"SH"},{"issuer":"FORD MTR CO","titleOfClass":"COM","cusip":"345370860","value":154248,"shares":11097,"shareType":"SH","priorValue":142734,"priorShares":12369},{"issuer":"BLACKROCK ENHANCED EQUITY DI","titleOfClass":"COM","cusip":"09251A104","value":144411,"shares":15090,"shareType":"SH","priorValue":130076,"priorShares":15090},{"issuer":"GABELLI UTIL TR","titleOfClass":"COM","cusip":"36240A101","value":119529,"shares":18138,"shareType":"SH","priorValue":109735,"priorShares":18138},{"issuer":"GABELLI EQUITY TR INC","titleOfClass":"COM","cusip":"362397101","value":105412,"shares":18624,"shareType":"SH","priorValue":104294,"priorShares":18624},{"issuer":"OCUGEN INC","titleOfClass":"COM","cusip":"67577C105","value":21420,"shares":14000,"shareType":"SH"},{"issuer":"AKEBIA THREAPEUTICS INC","titleOfClass":"COM","cusip":"00972D105","value":11400,"shares":10000,"shareType":"SH","priorValue":13900,"priorShares":10000}]},"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."}